HomeMy WebLinkAbout94-00157
N 21 - 94 - 157
o.
Estate of
HAZEL G. BRUTEN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 22. 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) daled JUL Y 28, 1980
described therein be admilled 10 pro bale and liIed of record as the last will of
HAZEL G. 8RUTEN
TESTAMENTARY
O. LEONARD LINS
and Lellers
are hereby granted to
a
RegisterofWiJls
FEES
Probate, Letters, Etc. ......... $ 25.00
Short Certificates( 1 ) '" . ...... $ ~. nn
Renunciation ................ $
X-Pages $ 6.00
JCP TOTAL _ $ 39:88
. .FEBRUARY 22, 1994
Flied ...................................
AlTORNEY (Sup. Cl. I.D. No.)
ADDRESS
PHONE
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Mailed letters and order to Executor on 2-22-94.
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COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
We, HAZEL G. BRUTEN,
~~t7 / ~-?Z'~
Zt't;l~ .:J.Le~r-
and
the Testatrix and witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned
authority, that the Testatrix signed and executed the instrument as her
last will and that she signed willingly, and that she executed it as her
free and voluntary act for the purposes therein expressed, and that each
of the witnesses in the presence and hearing of the Testatrix, signed
the will as a witness and that to the best of their knowledge, the
Testatrix was at that time eighteen years of age or older, of sound mind
and under no constraints or undue influence.
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Witneas
Subscribed, sworn to and acknowledged before me by Hazel G. Bruten,
the Testatrix, and subscribed and sworn to before me
by "c/), . t; () ,
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and C-I'''''C. 7-/,./..,('1...... witnesses, on
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Notary Public
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My commission expires:
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(SEAL)
, 1980.
.;)- fo1-7
Inventory of the real and personal estate of
Hazel G. Bruten
Mellon Bank:
1, 0182-1103858 Checking Account opened 5/29/80 ih the
Date-af-Death Value . '. . . . . . .'. . I . . . . .
deceased
decedent'a name alone.
1.922 44
2. Antique Chest of drawers - Approximate value
. . . . . . . . . . . .
3,'C1othes - Approximate value
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUM.ERLAND J
a:
o Leonard Lins
boing duly sworn occording to law, d.poso. and says thot ho is the
exeoutor of the Estoto of Haze] G. Bruten
loto of _llPrPJlgILo.C!;nlb:Le .---- , Cumborllnd County, Pl., docel.od .nd th.t the
within I. In Inventory mid. by 0 Leonard Lins , tho .Ild executor
of tho ontiro O.tlt. of Slid docodent, con.isting of III the persona' proparly Ind rool IItlte, oxcopt ro.1 IItltO outside
tho Commonwollth of Ponn.ylvania, and thot tha figur.s opposito .ach itlm of the Inventory ropro.ont It'. fair voluo
II of tho dot. of doc. dent'. d.ath,
Rwnrn
and subscrib.d b.for. m.,
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~ ~fL.AoM"Ak ,f:../..
E..cutor . ~~KIt
o Leonard Lins
65 Nelson Drive
Carlisle. PA 17013
Add,...
)
Dato of Death
12
Doy
11
Month
93
Vel'
INSTRUCTIONS
I. An Invontory must bo filod within throo month. aft.r appointmont of porsona' roprllentalive.
2. A supplemont invontory must b. filod within thirly doys of discovery of additlonal...ols.
3. Additionll sh.ols mlY bo attlchod II to p.rsonalty or r.olty
4. Soo Arlie'o IV, Fiduciario. Act of 1949.
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REV.1500 EX. 111.911
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
0157
NUMlER
1. Real E.tate (Schedule AI ( 1)
2. Stack. and Bond. (Schedule BJ ( 2)
3. Cla.ely Held Stock/Portne"hip Intere.t (Schedule C) (3)
4. Mortgage. and Note. Receivable (Schedule D) ( 4)
5. Cash, Bank Depolitl & MiKellaneous Personal Property( 5)
(Schedule E)
6. Jointly Owned Property (Schedule F) ( 6)
7. Tran.fe" (Schedule G) (Schedule l) ( 7)
8. 'Total Gran Aue" (total line. 1.7)
9. funeral Expenles, Adminiltralive Costs, Mileellaneoul ( 9)
Expen.e. (Schedulo H)
10. Debt., Mortgage Uabililio., li.n. (Schedule I)
11. T otol Deduction. (Iotollin.. 9 & 10)
12. Net Value of E.tole (lino a minus lino 11)
13. ChoJ;tnble and Goverrlmenlal Bequests (Schedule J)
14. NN Value Subject 10Tox (line 12 minus line 13)
15. Amount of line 104 taxable at 6% rate
(Include value. from Schedulo K or Schodule M.)
16. Amount of line 1A laxabl.al 15% rat.
(Include value. from Schodul. K or Schodulo M.)
17. Principollolit due (Add tax from line 15 and from line 16.)
18. Credits Spousal Poverty Credit Prior Payments
+ +
19. If line la j, grooter ,hon line 17, ontor ,ho diHoronce on Iin. 19, Thi. j. tho OVERPAYMENT.
aD
20. If Jine"17II greal.r than lin, 18, .nler the diH.r.nc8 on lin. 20. Thll II the TAX DUE..
A. Enter the int.r"1 on the bolonce due on line 20A.
8, Enter ,h. total of line 20 and 20A on lin. 20B. ThiJ iJ ,ho IALANCE DUE.
Make Ch..k Payabl. '01 Rogl.'or of Will., Ago.'
.. .. IE SURE TO ANSWER AU QUESTIONS ON IlVRSlI SlDI AND TO IIIOIIIQt MIITH....
Under penaltios of r<-f"jUty. I dttdor. that I hav. exomined this r.twrn. indudin9 occomponying schNults and J~G1e""fltl. and to .. best of my bo~ and beU.f.
it fs tru.. correct and complete. I dedore ,ttot all reollltate has bHn report" at true mariet \'Glue. Otdoration of pr.-patef other rhon the pI11OM1'epr."motin it
bowd II)n'oll informollon of which prtlportr has any ~nowled8e.
ilGNATull 01 'U~CN "fi,rONltlll[ '01 filiNG anulN AODI[n DATf
~j~_. - (, 65 Nelson Dr., Carlisle, PA 17013 01-18-95
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fOR DATU 0' DIATH Anll 12/31 "'1 CHICK Hili
" A IJIOUIAL
POVIRIV CIIDIT 'I CLAIMID 0
PILI HUMIII
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COMMONWEAlTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
DEPT. ~BObOl
HARfllSBURG, PA 17128.0601
, A A. I M
21
COUNTY CODE
94
YEAR
INI
Bruten Hazel G.
so IAl E URITY NUMB R
Sarah Todd Memorial Home
1800 West South Street
Carlisle, PA 17013
Cov, Cumberland
o 3, R.malndor Roturn
(for dato. of dOOlh prior 10 12.13.a2)
05, Fodoral Eltoto Tax
Rtlurn R.quJred
JLa. Total Number of Safe Depolil Baxe.
DAT
A It
AT
I It
541-10-2441
11-12-93
2-23-98
!XlI. Oriainal Return
o 4. limited Eltote
o 2. Supplemental Roturn
o Aa. Futuro Interest Compromise
(for date, of death oher 12.12.a2)
GO 6. Decedent Died Testale 0 7. Decedent Maintained a Uving Trust
(Attach copy of Will) (Attach copy of Tru")
ALL CORRESPONDENCE AND CONFIDENTIAL TAX fNFORMAnON SHOULD.IE DIRICTED TO,:,,:
NAME M MAIUN A
:."
IRWIN MCKNIGHT & HUGHES
LE HONE N MB R
60 WEST POMFRET STREET
CARLISLE, PA 17013
1.922.44
2.308.72
( a)
2.272.44
(10)
(11) 2.308.72
(12) ----<. 36.28)
(13)
(14)
-0-
(15)
)( .06_
(16)
".15 .
(17)
Discount
'nterllt
Chcc" here If yOu Cft' Icquc~tmg 0 l!;Ofund of youl overpavmcnt
(18)
(19)
('0)
(20A)
(201)
-0-
-n_
60 W. Pomfret St.. Carlisle. PA 17013
01-18-95
c .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....)IN THE
APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................
b. retain the right to designate who shall use the property transferred or its income,
c. retain a reversionary interest or ....................................................................
d. receive the promise for life of either payments, benefits or care? .......................
,2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred alter December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? ................................................. X
X
3. Did decedent own an 'in trust for' bank account at his or her death?..................... X
,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, ,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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ESTATE Of
ITEM
NUMDER
A.
B.
4.
C.
1.
2.
3.
4.
5,
6.
7,
8.
9.
.
COMMONWlAU'H o. ,eNNSYlVANIA
INHUnANC! TAX AnUA'"
AUIDEN1' DfClDlNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
HAZEL G, BRUTEN
PI.a.. Print or Typ.
fiLE NUMBER
21-94-01
DESCRIPTION
Funeral Ex",n...,
1,
2.
3.
4.
5.
6.
7.
3.965,00
3.700.28 Less Burial Trust
EWING BROTHERS FUNERAL HOME 264.72 As of Dste of Death
CARLISLE MEMORIAL SERVICE. INC. - Inscription
CARLISLE MEMORIAL SERVICE. INC. - Grave Marker
Pastor David Myers
ASHLAND CEMETERY - Lot
Luncheon
Clothing for funeral
1,
Admlnl.tratlv. Co.t..
Personal Represontoti.. Commlllions
Social Security Number of Personal Represontati..:
Year Commissions paid
2.
Attorney Fe.. IRWIN. McKNIGHT & HUGHES
3. Family e.emption
Clairncmt
Relationship
Addrell of Claimant at deced.nl's death
Street Addre..
City
State
Zip Code
Prabate Fe.. Letters Testsmentary
MI..olla.eou. Exp......
Stamps & Thank You notes
Register of Wills - Filing Fee
Roger B. Irwin - Notary Fee
Death Certificates
Donated antique chest of dravers to Sarah Todd Home
Approximate Value
Donated clothes to Sarah Todd Home - Approximate Value
Funeral Flowers
Long Distance phone calls
American Cancer Societ
TOTAL (Also enlor on line 9. Recapitulation)
IIf mON apaCl I. need.... I..... additional .....11 of 10m. m.)
AMOUNT
264.72 '
81.00
380.00
50.00
300.00
135.00
75.00
350.00
39.00
15.00
20.00
12.00
12.00
200.00
150.00
150.00
50.00
25.00
S 2,308.72
~~1547 EX AFP (12094.
f ' C~ALTH OF PfHNIVLVAHIA
, DfPAR1ME:NT IW REVENUE
IUREAU OF INDIVIDUAL TAXES
DEPT. 110601
HARRISBURG, PA 17111~0601
~ - a 30l.- / "0
/J/ltJ/- 9
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NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHO ASSESSHENT OF TAX
ACN 101
DATE 04-24-95
FILE NO.
COUNTY
HOTEl TO INSURE ~ROPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TD THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMI'r PAYMENT TO:
IRWIN frAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Rool Uod
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4rEX--"iij.--m-:94rNOT"icE--oniiiiEifii'ANCE-TAiriiPPRA"iSEi"-€N'i'~--Ai:iowAifcnii------._---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRUTEN HAZEL G FILE NO. 21 94-0157 ACN 101 DATE 04-24-95
TAX RETURN WAS I I X I ACCEPTED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
'APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
I. RooI Eotat. ISchodulo Al III
2. Stock. ond Bond. ISchodul. BI 121
5. Clolol~ H.ld Stock/Portnor.hlp Intoro.t ISchodul. CI 151
4. Hortgag../Not.. Reclivable (Schedule DJ (4)
. 5. C..h/Bank Depolita'Hila. Perlonal Property (Schedule E) (5)
6. Jolntl~ Owned Proport~ (Schodulo FI 161
7. Tronlforo ISchedul. GI 171
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~onl../Ad.. COlta/Hilc. EKpan... (Schedule H) (,)
10. Dobt'/Hortoogo Llobllltlo'/Llon. (Schodulo II 1101
U. Total Doduotlonl
12. Not V.luo of T.. Roturn
U. Chorltobl./GoV.rMontOI Boquo.to ISchedul. JI
14. Not Volu. of Eliot. Subjoot to T..
.00
,DO
,00
.00
2.272.44
,00
,00
lal
2.272.44
NOTE I
2,308.72
.00
IUI
(121
1151
1141
'.3;nR "
36.28-
.00
36.28-
If an a.......nt was i..U.d prBviou.ly, Ii".. 14, 15 and/or 16. 17 end IS will
r.flect figur.. that includ. the total of Abk roturn. a......d to dat..
ASSESSMENT OF TAXI
1&. A.....t of Line 14 ot Spaul.1 r.t. 115 I . 00 X . 0 O. . 00
16. Aoowot of Line 14 tOKOblo .t Lln..lICh.. A r.t. 1161 .00 X .06. .00
17. Aoowot of Line 14 to'oblo.t Coll.tor.lICh.. B r.t. 1171 .00 X .15. ,DO
lB. rrlnolp.1 Tox Duo I1BI .00
TAX CREDITS:
PAVHENT
DATE
RECEIrT
NUIlBER
DISCOUNT It I
INTEREST I-I
APlOUNT PAID
o I' PAID AFTER DATE INDICATED, SEE REVERSE
FOI CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
I IF TOTAL DUE IS LESS THAN II, NO PAVHENT II RE8UIIED.
IF TOTAL DUE IS IEFLECTEO AS A "CIEDIT" ItRI, YOU IlAY BE DUI
A REFUND. SEE IEVERSE SIDE 01' TIllS 'ORl! 'OR IIIITIUCTIONS.1
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RESERVATIONr E.tat.. of decadent. dYl~ on or before DKHbe,. 12, 1982 n 11 IMlY future intl,...t In the astat, 11 trltllf.rtH
In POI"',lon or enjoyaant to Cia.. . (col1etl,.a.) beneflclaril' of thl dacedent .fta,. the IkPJratlon 0' lMly ..tat. for
11'. or for yea,.., the COlllOf'lN..1th hlreby IlCpr'''h r...rv.. the right to ."prah, IIftd ...... tr.".fa.. InherUencl TI.I.
at the lawful CII., B (col1ata,.a1) rat. on any luch future Int.r..t.
PlIll'OSE OF
NOTICEs To fulfill the "Iqulr"ant, of Sactlon 2140 of the Inhlrltencl and E.tet. Tax Act, Act 22 of .991. 72 P.S.
Section 2140.
PAVtENTr Detlch thl top porUon of thl, Hotlcl and sualt 'lith Your Ply.."t to thti Reailt,,. of WUII pdntod on the rhltH iteM.
."H.. chick or llOnay orde,. plyabl. to; REGISTER OF MILLS, ACENT
All P'~nt. ,.Icalved Ihall flrlt ba applIM to InY Intlrl.t which .IY be ~ with eny r...lndlr applied to the tax.
REFtIID (CAh A refloftd of a tax cr-.dlt, which wal not r~.ted on the Tax Rlturn, .ay ba requalled by eOllPhUnll en "Application
for Rlfund of PWII'Ilylvenl. Inharltencl and E.tatl rllC" (REY.U13). ApPllcaUon. are Iyallabll at thl Offlc.
of the RIIII.tel' of Will., any of the 23 RlvlnO. DI.trlct OfficI., or by cellini the .paclll 24.hour
enlWlrlng 'Irvlca nullbor. for forI' Orderlng, In P"""YlvlIlla 1.800..s6Zw20S0, outllda Pann.YI","l. and
wlthln loc.l Ha"rl.burll '1'1. (717) 787.8094, TOO' (717) 772w2252 (Haarlnll Iap.lred Only).
OIJECTIONSr Any p.rty In Int.r..t not .aU.fled ..Ith the epprlltlHnt, IUO..ancll or dlnllCMfenC. of deduction., or .1I......t
of hlC (InclUding dlscount or Int.r'IU .. shown on thh Notice lU.t object wlthln .bb C6D) dey. of recllpt of "
thb Notlc. byr
.....rUt.., prot..t to tka PI. o.partaent of R.VMUl, laird of Appells, Dapt. 211021, Harl'lsburl, PA 17121"1021, OR
......l"tlon to hlV. the uttar d.t.r.lned at audit of the account of tM par~l rllPrl.entatlve, DR
....lIfIPNl to tM Orphan.. Court.
_IN
rSTAATrVE
CORRE:CTIOICSI F"luIl error. dbcovlred on thb ........,t ahould be addra"ed In ..rltlng to: PA DlPlrbtent of R.venue,
lur... of Indlvhtual TaICI., ATTNr Po.t ""UHnt Ravl.., Unit, Dept. ZI0601, H.rl'bburll, PA 1712I.D6Dl
Phone (717) 787"6S0S. Sea pago 3 of thII bookllt "In.truction. for rnherlt~ Tax R.turn fol' a RI.ldent
Decadent" (REV.1S01) for In axplanatlon of .a.lnl.tr.tlv.ly corl'"tabla 'rrOl"a.
DISCOUNT.
If My tax dull h p.ld ..Ithln thr.. (3) eal..,.1' lIOnth. aftlll" ttM decadant'c .ath, . flva percent (5X) dllCCMM1t of
the tax p.ld II allOMld.
Intara.t II chllrgad beginning with flnt day of dal1~y, or nlMl (9) IIOMth. and One (1) .)' fNHt the data of
....th, to ttM "ata of PllfQnt. Tax., which bee_ daU"",*,t before Janu.ry I, 1'12 bell' Int.r..t .t iN rat. of
.he C6X) pereant pal' IMua calcul.tad at . dl:lh rat. of .0101*'4. All taxa, which --. delinquent on and en.r
Januarw I, 1912 ..Ill ba.r Intar..t at . nt. IlIhlch ..Ill v.ry frOll c.l....r YMI' to crd....r y.... tilth that r.t.
IMOUnCId by the PA Dap.rblant of Ravanue. 1'M appl1cele Int.r..t rat.. for 1911 through 1995 .rer
[N'TER[ST I
!!!! Intar..t R't. aally Intar..t Factor
!!!!
Inter..t R.ta
o.Uv Int'r~lt 'Ktor
I..Z
I"S
19..
I..,
I...
....Int.r..t
20X ".OOOS41
16% .'0"31
I1X .D00301
13X .ODD356
laX .UU7.
h celculatad .1 fo11.....:
1917
19".'1991
1992
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or
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or
.001247
. DOUIl
.000147
. 01D1 'l
.DOIlO
IHTEIEIT . IALAIIl:E OF TAX UlIPAID X IlUIIIER OF DUS DELIIIQUEIlT X DAILY IHTEIEIT FAt'TOl
....In)' HUlea II... .ft.r the tax becoM. daU___t ..Ill roUact ., Int.re.t calcul.tlon to flit.., Cl5) dan
N)tond the data of the ..........t. If po,..,..t h .. .It... the Int.r.at COIIIJIWt.Uon det. shown on the
Ncrttta~ addlttOftll Intlra.t lU.t be c.l~l.t...
...
fI
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