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Home My WebLink About95-00556 PETITION FOR PROBATE Ilnd GRANT 01" LETTERS dl-CjS-5~ Ra~nd-Brackbi]1 No. To: Eslale 01 also known as Register of Wills for the , f)(>('etI.l"l'tI. CoulllY of Cumberland In the Social SecurllY No. 186-28-400.1 COll1monweuhh of Pennsylvania The petition of Ihe undersigned respeelfully represenls tlllll: Your petltloner(lll, who Is/.IQM: 18 yellr. of llge or older un the execut or In the last will of the above decedenl, dilled Rpptr>mhM- ?1 and eodlcll(s) dated non e (N I Pi!. 'V/I/'IlGAIl~r named , 19-BlL p ,,-.d /luG "{ I J- <, (stalc rcle\'onl dn:llI1lSIQtll:Cli, ('.8. rcnUnclalll1n, death or c.\('(Ulor, elc,) Oecendent was domiciled ut dellth In Cum~~~;f~~ County, I'ennstvanla, with hi.. last family or principal residence ut Villag;e, Upper A len Twp.. MechAnicRhurg, PA (lisl1olfcCI, number and lTlullclJlallty) Oecendent then 1?1 yellrs of age, died June 21 ,19 gO; at MessIah Village. Upper Allen Twp.. Mechanicsburg. ~: . Except as follows, decedent did nol murry, was not divorced und did not have a child born or adopted after execution of th): will offered for probale: was not the vlellm of a killing and was never adjudicated Incompetent: n{ a Oecendent at deuth owned properlY with estlmmed vnlucs as follows: (If domiciled in Pu.) All personal property (If not domiciled In I'a.) Personal properlY In Pennsylvania (If not domiciled In I'a.) Personal property in County Value of real estate In Pennsylvania situated as follows: s...7<X 000.00 s s s 0.00 nnna WHEREFORE, pelitloner(s) respeclfullY requesl(.) the probute of the lasl will and eodlcll(s) presented herewith und the grunt of lellers testamentarv (IC~Ullllcl1lnr)': ndmlnhlrnllon c,I,P.i administration d,b.n.c.t.a.) theron. t fir c "0.2 iiI.a -:to. 1!~ 00 i in ~..Kr;m~~1 2~H !lAnk N ~ 1 ar~et treet Camp Hill. FA 17011 OATH m' PERSONAL REPRESENTATIVE COMMONWEALTH.OJ.' PJ.:NNSYLVANIA } 88 COUNTY 010' CUMBERLAND The pelltloner(s) ubove.named sweur(s) or afflrrll(s) that the slalements In the foregoing petition are true and correcl 10 the best of the knowledge und belief of pelllloner(s) and that as personal represen- tUllve(s) of the above decedelll pelllloner(s) willwcll and truly administer the est ale according to law. Sworn to or affirmed.Jand ~ & ~ '" before me Ihls ;to_ "'Ron-a: Kramer" 0;;' . ~ ~ ' NC Bank N A ! MA lC~.CLEW'IS~.n flU, ~ ! R('nlsler :::.. /5-J./.ft, _1-/ No. 21 - 95 - 556 Estate of Raymond Brackbill , Deceased DECREE OF PROBATE AND GRANT OF LETTERS FEES 115.00 Probate, Letters, Etc. ........ > S Short Certlflcates( !iJ ... .. .. ... S 15.00 Renunchitlon ................ S X-l'ages S I<:.UU JCP 5.00 T~V:J: ~ m 00 Filed ......... ~~~. .. . . ...~. . . . .... . . . . Resl er r .~ R C. WI5 Murrel . Halters. II. s~. ATTORNEY (Sup. Ct. t.D. No.) 248 9 54 E. Main Street Mechanicsburg. FA 17055 ADDRESS ~. 717-697-46'iO PHONE Mailed letters and order to Bank on 7-28-95. 21 - 95 - 556 .' .,' . . - .:~ ';i- -".,io ., . . "~"L ,. ',. . " .;i -.f'- "_n': .. ;. t"-- 1 "':1. , .'. r:j . ;I t '/. . ;' I \ \ LABT WILL AID TEBTAHBIT BE IT REMEMBERED THAT I, RAYMOND BRAOKBILL, a resident of Meohaniosburg Borough, Oumberland Oounty, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and deolare this to be my LABT WILL and TESTAMENT, hereby revoking any and all Wills and Oodioils previously made by me. I I deolare that I am married to MARGARET E. BRAOKBILL. II I direot that my debts and funeral expenses be paid as soon after my death as is praotioable by my Exeoutor out of my residuary estate, but not from any assets, funds, death benefits or insuranoe prooeeds whioh are otherwise exoludable or exempt from my gross estate for federal estate valuation or tax purposes. III I direot that all estate, suooession, legaoy, inheritanoe or other transfer taxes, however designated that shall beoome payable by reason of my death in respeot of all property oomprising my gross estate for death tax purposes, whsther or not suoh property passes under this LAST WILL, shall be paid by my Exeoutor out of my residuary estate, but not from any assets, funds, death benefits or insuranoe prooeeds whioh are otherwise exoludable or exempt from my gross estate for federal estate valuation or tax purposes. IV A. I give and bequeath the following items to my grandson, FORREST S. BRAOKBILL, per stirpes: antique desk oandle stand glass water pitoher walnut bedroom suit pink ohina lamp walnut marble stand , '. .. , pine oupboard large mirror oandle stand dishes, inoluding 12 dinner plates, royal oouldon, lunoh plates, oups, sauoers, sauoe dishes, and dessert sauoers Oape Ood gobletts sherberts and salad plates linen laoe table oloth with napkins sterling silver sugar shell B. I give and bequeath the following items to my grandson, ROBERT L. BRAOKBILL, II, per stirpesl olook whioh he had made and walnut marble stand walnut oorner oupboard orystal inoluding oandle holder silverware and ohest Haviland dishes upright freezer oard table white linen tableoloth with 12 napkins o. I give and bequeath the following items to my nieoe, LINDA KAY BALDWIN, per stirpesl out glass water pitoher out glass bell D. To my great-grandson, ROBERT L. BRAOKBILL, III, I give and bequeath my oherry bedroom suit. E. To THE FIRST BANK & TRUST OOMPANY OF HEOHANIOSBURG, I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS, in Trust, for the oare and maintenanoe of the oemetary at YOUNG'S UNITED METHODIST OHUROH, Wertsville Road, Enola, Pennsylvania. It is my desire that this money be maintained in trust by the bank and the interest be paid annually to the ohuroh for the oare and maintenanoe of their oemetery. I desire that this arrangement be made a permanent one, but I give disoretion to the FIRST BANK as 2 , Trustee to transfer the trust aooount direotl~ to the ohuroh should the bank be satisfied that the trust will be maintained and onl~ the interest will be utilized for my stated purpose. V All of the rest, residue and remainder of m~ property, whether real or personal, wherever situate, inoluding an~ propert~ over whioh I ma~ have a power of appointment, I give, devise and bequeath to m~ wife, MARGARET E. BRACKBILL, provided that she survive me b~ thirt~ days. VI If m~ wife shall predeoease or fail to survive me b~ thirty (30) da~s, I give, devise and bequeath my estate as follows: A. To DAVID E. RANKIN, step-son of m~ son, ROBERT L. BRACKBILL, I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS. B. To ANNA L. RANKIN, step-daughter of m~ son, ROBERT L. BRACKBILL, I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS. C. FIFTY (50%) PERCENT of the residue and remainder to m~ grandson, FORREST S. BRACKBILL. D. FIFTY (50%) PERCENT of the residue and remainder to THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG in Trust for m~ grandson, ROBERT L. BRACKBILL, II. I direot that the bank maintain the funds during Robert's lifetime and pa~ him the interest earned therefrom. Suoh interest shall be paid on a regular basis, but no less often than quarterly. Upon his death, the balanoe shall be paid to m~ grandson, ROBERT L. BRACKBILL, III. If ROBERT L. BRACKBILL, III is not an adult at that time, the bank shall oontinue to retain the funds until he reaohes the i " , age of maj ori t~. i t':. 3 , , .. AOKNOWLEDGEMENT OOMMONWEALTH OF PENNSYLVANIA I ss. OOUNTY OF OUMBERLAND I I, RAYMOND BRAOKBILL, Testator, whose name is signed to the attaohed or toregoing instrument, having been duly qualified aooording to law, do hereby aoknowledge that I signed and exeouted the instrument as my LAST WILLI that I signed it as my tree and voluntary aot tor the purposes therein expressed. / Sworn or attirmed to and BRAOKBILL, Testator, this oknowledged betore lJIe by RAYMOND rei day ot .:5e('ternht! r , 1988. \. (~da.~ ~A""W~U Notary Publio CARLA f, ORor.:mll'rr., Not..ry Public Mc.:::la:'llesbulg, funlbllrlllnJ C"., Pat Nri Comml$liun fl<plrll April I, 1991 AFFIDAVIT OOMMONWEALTH OF PENNSYLVANIA I ss. OOUNTY OF CUMBERLAND : We,l11vrr.J K. waf"kr:::s,1Jr and 'T)ian.e rn. SIYl''/./.. , the witnesses whose names are signed to the attaohed or tore going instrument being duly qualified aooording to law, do depose and say that we were present and saw Testator sign and exeoute the instrument as his LAST WILLI that RAYMOND BRACKBILL signed willingly and that he exeouted it as his tree and voluntary aot tor the purposes therein expressedl that eaoh ot us in the hearing and sight ot the Testator signed the Will as witnesses I and that to the best ot our knowledge, the Testator was at the time 18 years ot age or more, ot sound mind an under no oonstraint.~or undu. ''''u.n... :: ~ ~'- ~ OtA:.~ Y>? ..J,.,ufi.- Sworn or aJ.'tirmed to and aoknowledged betore me this ~.1 rei day ot .:5:!/,Rm/"~.r ,1988. (3A./a._'q;. 4A,?-k.ctL Notary Publio CARLA f, DRor.:rm:t~t, Nollry Public ^\c.,!i~!\lcsbu,g. Curr.bllrl,nd ell., Pat IItt Commlaliun IJ<plrll April I, 1991 5 CERTIrICATION or NOTICE UNDER RULE 5.'lal Name of Decedent: Raymond Brackbill June 21, 1995 .Ck, 2195- ~:i8tJr, ,i Date of Death: Will No.: Admin. No.: n,. . r, , <1 's':; u:r 20 :' 3 :39 ,;r[ . . 'I (/\ To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 28, 1995. ~ Address Robert L. Brackbill, II 400 campbells Creek Dr. Charleston, WV 25306 c/o Betty Fisher 853 Old Silver spring Rd. Mechanicsburg, PA 17055 807 Potomac Ridge ct. Sterling, VA 20164 919 Lakewood Drive Harrisburg, PA 17109 220 S. Market st. Mechanicsburg, PA 17055 Robert L. Brackbill, III David Rankin Anna L. Rankin Forrest S. Brackbill Notice has now been given to Rule 5.6(a) except: none thereto Date: 8/1/95 Murrel R. Walters, III, Esq. 54 E. Main street Mechanicsburg, PA 17055 (717) 697-4650 Personal Representative Counsel for Personal Representative capacity: x . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA . . RAYMOND BRACKBILL : ORPHANS' COURT DIVISION NO. 2195-556 AND NOW, this DECREE }'11'''~ , 1996, upon . 11i- I~ day of petition of the executor, it is hereby ordered and decreed that fifty (50%) percent of the residue of the estate of Raymond Brackbill shall be paid into a restricted bank account with PNC Bank, N,A., which will provide for the annual interest payment to Robert L. Brackbill, II during his lifetime and, upon his death, shall make a payment of the remaining balance of principal and unpaid interest in the account to Robert L. Brackbill, III. By the Court: kfculf~J?- J. {.:. l.~.} .;, ('-,- ,,, .. t.t"-I. ';:', ;j ~~ ',) ~ ,1- t'",' ~M .~ jt~ ~ if ~ 1l W' ~!" .\ ~1f; 'lit' -r:(j' .111; ,j ,:;, U ~ IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 2195-556 RAYMOND BRACKBILL PETITION FOR BSTABLISHMENT OF RESTRICTBD DANK ACCOUNT TO THE HONORABLE, THE JUDGE OF THE SAID COURT: The petition of PNC BANK, N.A., by attorney for the Estate of Raymond Brackbill, Murrel R. Walters, III, Esquire, respectfully states that: 1. The petitioner, PNC Bank, N.A., of 4242 Carlisle Pike, camp Hill, Pennsylvania 17001-0308, is the executor of the estate of Raymond Brackbill. 2. paragraph VI. D. of the will of Raymond Brackbill provides an establishment of a trust utilizing the following language: "FIFTY (50%) PERCENT of the residue and remainder to THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG in Trust for my grandson, ROBERT L. BRACKBILL, II. I direct that the bank maintain the funds during Robert's lifetime and pay him the interest earned therefrom. Such interest shall be paid on a regular basis, but no less often than quarterly. Upon his death, the balance shall be paid to my grandson, ROBERT L. BRACKBILL, III. If ROBERT L. BRACKBILL, III is not an adult at that time, the bank shall continue to retain the funds until he reaches the age of majority." 3. The actual amount available for this trust is approximately $20,500.00. The cost of the administration of a trust in that amount is uneconomical because the cost will far exceed any possible return on income. 4. By an executed Family Settlement Agreement, the executor and all of the heirs of the estate have agreed that the trust need not be established but, rather, the funds placed into a restricted bank account which will closely follow the directions of Raymond FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT, executed this:tV day of If'-t",,.l.., , 1995, between PNC BANK, N.A., Executor of the Estate of RAYMOND BRACKBILL, deceased, and ROBERT L. BRACKBILL, II, ROBERT L. BRACKBILL, III, DAVID RANKIN, ANNA L. RANKIN, and FORREST S. BRACKBILL. WIT N E 8 8 E T HI WHEREAS, RAYMOND BRACKBILL. died on June 21, 1995; and WHEREAS, the Last will and Testament of RAYMOND BRACKBILL which was dated September 23, 1988 made bequests to five individuals, namely, ROBERT L. BRACKBILL, II, ROBERT L. BRACKBILL, III, DAVID RANKIN, ANNA L. RANKIN and FORREST S. BRACKBILL; and WHEREAS, PNC BANK, N.A., the successor to the First Bank and Trust Company of Mechanicsburg, was duly appointed by the Register of Wills of Cumberland county as the Executor of the Estate, which Estate was assigned No. 21-95-556; and WHEREAS, the parties hereto desire that the Executor shall not be required to file an Account with the Orphans' Court of Cumberland County, and that the net estate of the decedent shall be distributed without the necessity of filing a formal account; and WHEREAS, a bequest in the Will of $5,000.00 to YOUNG'S UNITED METHODIST CHURCH was to be administered by a trust with the First Bank and Trust Company of Mechanicsburg (now PNC Bank, N.A.), but the amount involved makes trust administration uneconomical; and WHEREAS, a bequest of fifty percent (50t) of the residue is designated to be placed into a trust for the benefit of ROBERT L. BRACKBILL, II, with interest to him during his lifetime and a residuary payment upon his death to ROBERT L. BRACKBILL, III, which such trust administration with the First Bank and Trust company of Mechanicsburg (now PNC Bank, N.A.) is also uneconomical. NOW THEREFORE, the parties hereto, intending to be legally bound hereby, mutually agree as follows: 1. The parties have agreed that the Executor's statement accurat~ly sets forth all of the assets and debts of the estate. 2. The $5,000.00 bequest for the care and maintenance of the cemetery at Young's United Methodist Church shall not be given to PNC Bank, N.A. in trust. Rather, the $5,000.00 shall be given directly to the church which, by letter dated November 7, 1995, has agreed to establish a separate trust account with a local financial institution and utilize only the interest accrued for the care and maintenance of the cemetery. , EXHIBIT "A" ..,,!..,' 3. The fifty percent (50%) residue of the estate shall not be paid to PNC Bank, N .A. as trustee for the benefit of Robert L. Brackbill, II. Rather, those funds shall be paid into a sequestered bank account with PNC Bank, N.A. which will provide for the annual interest payment to Robert L. Brackbill, II during his lifetime and, upon his death, shall make a payment of the remaining balance in the account to Robert L. Brackbill, III. 4. The parties hereto understand that the contemplated distribution is somewhat premature in that debtors still have a statutory right to make claims against the estate. While no such claims are anticipated, the beneficiaries agree that the Executor shall have the option of either withholding funds from the distributive share of beneficiaries as it selects. In any event, the parties hereto agree that they will refund or repay to the estate any funds necessary to pay any legitimate debts of the estate which might be discovered after distribution. 5. The parties hereto do hereby release, remise and forever discharge the ESTATE OF RAYMOND BRACKBILL, PNC BANK, N.A, Executor, and MURREL R. WALTERS, III, ESQUIRE, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or any of them or their legal representatives or assigns may at any time hereafter have against the Executor, the said Estate or the assets thereof, from, for, touching or concerning any of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distribution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the same, from the time of the death of the said decedent to and including the date of this Agreement and release. 6. This instrument is a full and final Family settlement Agreement by and among the parties hereto, both fiduciary and individual, all of the same having been arrived at, concluded and executed after a full and complete disclosure of the assets of the said p.stbte ami the rightu of the parties t:herein and thereto and all of the parties hereto, and each of them agrees to abide by the terms hereof. 7. The parties hereto, and each of them, agree that they will at all times in the future and whenever necessary, appropriate or convenient, make, execute and deliver to the said Executor and/or to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the Executor to fulfill its duties with reference to the said estate and all of the assets thereof. 8. This Agreement constitutes the entire understanding among the parties hereto, and each of them acknowledges that no representations or statement of any kind, written or oral, have been made to them or any of them prior hereto by the Executor or by any other person or party upon their behalf. 9. This Agreement shall enure to the benefit of and shall be binding upon the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns. IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above writt~n. In the presence of: a/ ~' ~~.J"'/" /" . ~RAMER, .~ust Officer PNC BANK, N.A., Executor of the Estate of Raymond Brackbill J~ ,~'- )) I. '~~Mtt. ,-=:{,f(w i!f~ Ji ~{JJA1U1k.AiJL I I ~~-"jJ f7. h.,i:" DAVID RANl<IH . t:!'. . JfLllli~(( IL~lt(tU:.~ f I ' . ,-JjJUV"-/l/L {L,SI41tJ:J:xl.( PNC B.n~~.A. 01212 Cafiide l'1kr. C:amp 11111, I'A 17011 March 21, 1996 PNClBAN~ Register of Wills of Cumberland County South Hanover Street Carlisle, PA 17013 RE: Estate of Raymond Brackbill Date of Death: 06/21/95 File NO: 21-95-0556 Gentlemen: On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the amount of $840.79 for payment on account of Pennsylvania Inheritance Tax. Kindly acknowledge receipt of the enclosed, by stamping and returning the accompanying copy of this letter to me in the envelope provided. Please send us the usual customary receipt at your earliest convenience. Sincerely, ~l R.C. Kramer 1 Vice President I Trust Officer I I I I I I I I , RCK:sc Enclosure '~I(..._"...<-:.~.--- -~--..".~-_..._-- '.'-'._-~_."" PNCJ8ANK BALANCE DUE ON PA INHERITANCE TAX r REGISTER OF WILLS, AGENT 324498 tQI-6S10e004 ........., -'"''.'-''''-<''' FOR DATES OF DEATH AFTER 12131181 CHECK HERE IF A SPOUSAL POVERlY CREDIT IS CLAIMED FILE NUMBER 21 95 COUNlY CODE YEAR DECEDENrS COMPLETE ADDRESS Messiah village, 100 Mt. Allen Dr. Mechanicsb.1rg, PA 17055 06 21 95 07 26 1905 C<>un OJmberlan:l SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) AEV-t&O~EXtI7-8~ I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 210801 HARRISBURO, PA 11121-01101 DECEDENT DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) Brackbill Ra n:l SOCIAL SECURITY NUMBER 186-28-4007 (I PI.. A L I: VIVI I>(JUS FIRST AND MIDDLE INITIALI o 48. Futuro Inlorosl COmpfomlSO (lor dalos 01 doalh anor 12-12-02) IR 6. Daeodonl Dlod Toslalo ffi 7. Docodonl Malnlalnod a Uvlng Trust (Anach oopy 01 Will) (Anach ooPY 01 TlllsI) 'I.CORRESPONDENCE'AND CONFIDENTlALTAll INFORMATION SHOULD BE DIRECTEO,TO:llilli Iii 11111 Lillilllllllll I III I NAME COMPLETE MAILING ADDRESS Ronald c. Krmrer vice President me Bank, N. A. TELEPHONE NUMBER P.O. Box 308 717 730-2257 Hill PA 17001-0308 1. Roal Eatalo (SChodulo A) ( 1 ) None 2. Slocka and Bonds (SChodulo B) ( 2) None 3. Cloaoly Hold SlockJPartnorahlp Inlorosl (SCh. C) ( 3 ) None 4. Mortgagos and Nolos Raeolvablo (SChodulo D) ( 4 ) None 5. Cash. Bank Deposlls & Mlscollaneous Porsonnl ( II ) 114.10 Proporty (SChodulo E) 6. Jolnlly OWnod Proporty (SChodulo F) 7. Translora (SChodulo G) (SChodulo l) B. Tolal Gro.. Assats (Iolal Unos 1-7) 9. Funeral E>cponsos, Admlnlstratlvo CoSIS, Mlscollanooua Expon... (SChodulo H) 10. Dobis. Mortgago Uablllllos. Uono (SChodulo I) 11. Tolal Doducllons (Iolal L1nos 0 & 10) 12. Nol Valuo 01 Ealalo (Uno 0 mlnua Uno 11) 13. Charltablo and Govornmontal Boquosls (Schodulo J) 15. SpoulIol frAn't.rlltor dala. 01 du'h aflu e-30~D"). 5.. In.lrucUan, tar Appllubl, PltcentJlg. an PJlg.l.llnc:lud. v,Iu.. t,am Sc:h.dul. Kar Sc:h.dul. M.I lB. Amount 01 Uno 141..ablo a16% ralo (InclUdO valuos horn SChodulo K or SChodulo M.) 17. Amounl 01 Uno 14 ,..abla a115% ralo (Includo valuos Irom SChodulo K or SChodulo M.) Principal I.. duo (Add t..hom Un.. 15. 16 and 17.) Crodlts Spau..I pov.rly Cr.dlt Pller Poymonts Discount 1nlorosl + 2,565.00+ 135.00 - 0.00 (10) 20. II Uno 10ls roalor Ihan Uno 10. onlor Iha dlfforonce on Uno 20. This Is Iho OVERPAYMENT. (20) ~' 'Cli..k lioiO'HCKl'iri'Iit' iIea1lri'.rafiIi\d'ot our-iWe anI:''''.',:,''lill','',I'lIii''i' 21. II Uno 10ls graalor Ihan Uno 19. onlor lho dlfforonco on Uno 21. This Is Iho TAX DUE. A. Entor tho lntorost on tho balonco duo on Uno 21A. B. Enlllf lho tolal 01 Uno 21 and 21A on L1no 21B. Thlslslho BALANCE DUE. Make Check pa able to: R later of Willi, A ent 1liIII'lHllillllrl!iiilllll:lilllillllllllllllilllillliHliilll....:il,I'...'BESURETOANSWERAU;QUESTlONS ON PAGE 2 AND TO RECHECK'MAlH':....,llllii"""I'lllililllllllilill'llllllllllill1Iilllil:i,lillll ,I'll' n or pon 09 0 par ury, oc SlO t lot avo OK no t 9 rolurn, nc u lng accompanYing 8C 0 U os an statomonts, an to I to my no and bolklf.ltls truo, corroct and complato. I doclaro thai all roal 09loto has boOn roportod at trUe markot valuo. Ooclaratlon 01 proparor other than tho personal roprosontattvo Is ba50d on allln'ormst!on of which proparor has any knowledgo. SIGNATURE ~r..R:jN RESPONSIBLE FOR FILING nETURN ADORESS DATE ~ . _ ....,..._~.U ,~~&. SIGNATURE OF PAEPAAEROTHER THAN AfrRt:SENTATIVE ADORtss DATE - 1. Original Rolurn CHECK APPRO- PRIATE BLOCKS o 4. Umllod Estalo CORRES- PONDENT RECAPIT- ULATlON TAll 10. COMPUTA- 10. TION PA15001 NTF !UIU Copyright Form. SoH..,. Only, 11194 N.IC:O,lnc. N94PA001 I 0556 NUMBER 3. Roma1nder ROIlJrn (lor dal.. 01 d,.th p,lar to 12-t3-1l) o e. Foderal Ealato T.. Raturn Roqulred ...!... o. Total Numbor 01 Sala Doposlt Bo." (0) (7) None 73,823.20 (0) 73,937.30 (0) 7,453.34 (10) 2,470.75 (11) (12) (13) 9.924.09 64,013.21 5,000.00 14 59 013.21 (1e) )( '- . (16) 59.013.21. 3,540.79 .06 . (17) 0.00. .16 . 0.00 (1B) 3,540.79 2,700.00 (21) (21A) (21S) 840.79 0.00 840.79 ... ~te or: Raymcni Brackbill 21-95-0556 stJtoI1IRY OF AUDCATIOOS 'lO BENEFICIARIES Class A David fl:lward Rankin l\nM L. RlInIdn Fw..:est S. Brackbill Robert L. Brackbill, III 5,000.00 5,000.00 24,506.60 24,506.61 59,013.21 . ~1, tl f;'; PA REV-lllOO EX (7-84) PlIgO 2 Acl 1148 of 1994 provide. for Ihe reducllon of Ihe lax role. Imposed on Ihe nel velue of Iran.fer. 10 or for the u.e of the .pou.e. The rat.. a. prescribed by Ihe .Ialule will be: . 3% (.03) wlll be applicable for elllal81 of decedenls dying on or aher 7/1/94 and before 1/1/96 . 2% (.02) wlll be applicable for e.late. of decedenlll dyIng on or aher 1/1/96 and before 1/1/97 . 1% (.01) will be applicable for elllate. of decedenls dying on or aher 1/1/97 and before 1/1/98 . Spoull8llranllfer. occurring on or aher 1/1/98 will be exempl from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (II) IN THE APPROPRIATE BLOCKS. YES NO 1. Old _nt make a tranlfer and: .. releln thouoo or Income olthe property tranlloood,. ............................................................... X b. retain the right to designate who shall use lhe property transloood or Its Income.. ...... .. . .... ...... ................... . .. X c. retain. revera&onary Interest: or. ........ . ..... ........... ..... ...... .......... . .............................. . . X d. rocolvo the promloo lor 1110 01 ollher plymonll, bonollll or car07...... ........ ...... .. . .....,.... ............ .. ...... . . X 2. II dolth occullOd on or bororo Docembor 12. 1882, did docodont wllhln two voarl procodlng dollh transfer property without rooolvlng adoqual8 oonoldoratlon7 II doalh occurrod ahor Docombor 12. 1982. did docodon! tranllor property within ono yoar of doalh without roco/vlng adoqualooonoldoratlon7................................................................................ X 3. Dld_nlown an 'In trultfO( bankaccountal~llorhordoalh7.................................................."., 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. PAl5002 NT'"'" COpyright Fortnl 8ollwl', Only, 1114 N,lco, InCo ND4PA002 COMMONWEALTH OF PENNSYLVANIA INHElIITAHCl! TAlC REl\JRN RESIDENT DECEDENT ESTATE OF Raynax! Brackbill All n __ wtlh tho R ITI!M NO. SCHEDULE E CASH, BANK DEPOSITS AND MISCELUNEOUS PERSONAL PROPERTY PIo_ Pltnt or FILE NUMBER ntV-IIO. UtCI-,n 21-95-0556 oIBurvlv_ mUll be ....Ioud on Schedull DESCRIPTION YAI..Ue AT DATI! 01' ou.nt 1 Blue cross - RefUrxi ot unused premium. 114.10 TOTAL AI.. onlor on Ilno e. Roc I1ulatlon $ (Anach addlllonal81/'i1!' .11' .hoot." maro spoco Is noodod.) 114.10 PA15011 NTF 1211 Cop)'rlght Form,lIoft.I" Only, 1.14 H.lco,lnc. N14PAOI, REV-Tela EX + (2-07) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX REl\JRN RESIDENT DECEDENT ESTAll! OF SCHEDULE G TRANSFERS Raymr:ni Brackbill 21-95-0556 nlls IlCIl. MUST Ill! COMPlEl1!D . FILED IF THE ANSWER TO AN'i OF THE QUESTIONS ON THE REVERlle SIOI! OF COYER SHI!I!T IS YES. DESCRIPTION OF PROPERlY DECD. DOUAII VALUE ITEM Include nome 01 the Ir.nst...... thel< EXCLUSION TOTAL VALUE % OF DECEDENl'S NO. roI.lIonahlp to decedent. d.le ollr.n.f.... OF ASSET INT. INTEREST '!be First Bank ani Trust 0::IlpaI1y of Mechanic:sWrg (J'ICM me Bank) , TrUstee under rmenture dated May 7, 1986, with Raymorxl. Brackbill an:l Margaret E. Brackbill (~"""")' l\l:XXU1t No. 27-27-001-1055006. Cqly of Indenture SUWlied. 1 4,381 units mc Intermediate 19,710.12 GovernII'eIlt F\In:1 @ $4.499. 2 38,024.10 units PNC Short Term 38,024.10 Investment F\In:1 @ $1.000. 3 149 units mc Short Term Goven'D1leIlt 15,008.47 Bond FUnd @ $100.728. 4 Incane cash on hand. 924.60 5 1I=rUed incxrne for above itenB frm 155.91 last postiIxJ to 06/21/1995. TOTAL (Also onlor on 1100 7, F\MAnhul.lIonl S 73.823.20 (II moro &pOCO 10 neodod, Insort oddlllonol ohoolS of oemo oIl0.) PAUIOI NTF'"17A CopyrighlForm. SoHwall Only, tai4 Nllto,lnc. NQ4PA10t A."."" u.i'''''1 COMMONWEALTH 0' PENN&nV,ANIA INHERITANCE TAX AnURN RUIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ....... Pl1nl or'l)pe FILE HUMIII!II 21-95-0556 !STAll! OF Fa Brackbill ITEM NO. A. Funwa! !lqlen_: DESCRIPTlON AMOUNT Nale II. Admlnl.lrallv. Coa1a: 1. Peraon" Rop.....nt.1lve ColTlria8lon. Bod.. Securhy Number of "",""nal Ropreoent.1lvo: v.., COlTlria8lone paid To be paid Name: l'NC Bank 3,600.00 2. Anomey "- Name: MUrrel R. Walters, III, EEq. 3. FamIy ex..,..,lIon C1aimllnt RoIallonahlp Addtesa 01 Claimant at_nra death S1nleI Addtesa 3,600.00 0.00 Chy Stale Zip Code 4. Probate Fees 115.00 C. MI.............. EIlpen_: 1 M.1rrel R. walters, III, EEq. - :Reiml:urse for: Short certificate Eld:ra pages JCP fee legal adverti.sirg 138.34 $ 15.00 12.00 5.00 106.34 TOTAL Aloo enter on Uno G. Roc 11u1.lIon $ (II more opoce I. n.-. In..rt .dd1Uonal .h..ta of aam. .1...) 7 453.34 PA15111 NTF ,.,. COp)'flghl Form. 8ottwar. Only, "14 Nelu, I"Co ND4PA, t, REV-1". U.CII83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDINT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS .......Prtntor IFIll! NUMBER 21-95-0556 ESTATE OF Raymond Brackbill ITEM NO. AMOUNT DESCRIPTION 1 Marlin A. Ydm, sr., TreasUrer 1995 per capita tax. 2 Messiah villaqe - NursiIg bane care. 9.80 2,460.95 TOTAL Also onto< on 11110 10. Roc I1ullUon (If moro space II noodod, Insort IddltJonaJ lhoola of lamo aJzo.) $ 2 470.75 PA15121 HTF.... CoPyri8ht Form. Soltw.,.OnlY,18... H.!co,lne. N14PA1.1 \ _~._._""""""'~"'__'_'"""_"''''4,-,~''''~''''''~_,,,,,,",,,=,,,,,~'''''''''_T-f-';-:<,:,~~->.-....._.,.~, -- -. LAST WILL AID TESTAMBNT BE IT REMEMBERED TIIAT I, RAIMOND BRACKBILL, a reeident ot Meohanio.burg Borough, Cumberland County, Penn.ylvania, being ot .ound and di.po.ing mind, memory and under. tanding, do make, publi.h and deolar. thi. to be my LAST WILL and TESTAMENT, hereby revoking any and all Will. and Oodioil. pr.viou.ly mad. by me. I I d.olare that I am married to MARGARET E. BRAOKBILL. II I direot that my debt. and tun.ral expen... be paid a. .oon att.r my d.ath a. i. praotioabl. by my Ex.outor out ot my r.dduary utate, but not trom any unto, tund., death b.n.Uto or in.uranoe proo..d. whioh are otherwi.. .xoludabl. or ex.mpt trom my gro.. ..tat. tor t.d.ral ..tat. valuation or tax purpo.... III I dir.ot that all utah, .uoo...ion, l.gaoy, inh.ritano. or oth.r tran.t.r tax.., however d..ignat.d that .hall b.oom. payable by r.a.on ot my d.ath in r..p.ct ot all prop.rty ccmpri.ing my grc.. ..tat. tor d.ath tax purpc..., wh.th.r cr not .uch prcp.rtr po.... und.r thi. LAST WILL, .hall b. paid by my Ex.cutor out ot my r..iduary ..tat., but not trom any a...t., tund., d.ath b.n.tita or inBurano. proc..d. whioh arB oth.rwlo. .xcludabl. or .x.mpt trom my gro.. ..tato tor t.d.ral o.tat. valuation or tax purposes. IV A. I give and boqu.ath tho tcllowing it... to my grand.on, FORREST S. BRAOKBILL, p.r otirp,., antiqu. d..k candlo .tand gl... wat.r pitob.r walnut b.droom .uit pink ohina lamp walnut marble .tond ."C\'_~_h".~~..,_____~...-__...........-.......--....-~,,;:;~:'_:T~'';;:..~C;-,">.;.. ...-...... .- pine oupboard large lIirror oandla .hnd diehes, inoluding 12 dinner platee, royal oouldon, lunoh plates, oupa, eauoers, eauoe diehee, and deBBut eauoers Oaps Ood goblette sherberte and ealad plates linen laoe table oloth with napkins stsrling silver sugar ehell B. 1 give and bsqueath the following its.s to IIY grandson, ROBERT L. BRAOKBILL, II, per stirpes, olook whioh he had lIade and walnut lIarble etand walnut oorner oupboard orystal inoluding oandle holder silverware and ohset Haviland dishes upright trener oard table whita linen tableoloth with 12 napkine O. I giva and bequeath the tollowing i teu to IIY nLeoe, LINDA KAI BALDWIN, per etirpeel out glaes water pitoher aut gleee bell D. To IIY great-grandson, ROBERT L. BRAOKBILL, III, I give and baqueath IIY oherry bedrooll eutt. E. To THE FIRST BANK . TRUST OOMPANI OF HEOHANIOSBURO, I give and bequeath the eUII at FIVE THOUSAND ($5,000.00) DOLLARS, in Trust, tor the oare and .aintenanoe ot the oelletary at IOUNO'S UNITED KETHODIST OHUROH, Wertsville noad, Enola, Penneylvania. It ie IIY desire that this 1I0118Y he .dntained in trust by the bank and the intereet be paid annually to the ohuroh tor the oare and lIaintenanoe at their oe.etery. I dasire that this arrange.ent be lIade a perllanent one, but I give dieoretion to the FIRST BAHK as 2 .,.....--. Trustee to tronsCer tho trust acoount dirootl)' to tho church ohould tho bank bs satistiod that tho truot will bo eainteinod and onl)' tho into root will bo utili.ed tor m)' statsd purpose. V Allot the rest, residue and roeoinder ot m)' propsrt)', whether roal or porsonal, wherever situato, inoludiag an)' prcpert)' over which I ma)' have a power or appointeont, I give, dovise and boqueath to m)' wUo, MARGARET E. BRAOKBILL, provided that she ourvivo mo b)' thirt)' da)'s. VI It m)' wUo shall prodocoaee cr rail tc survivo eo b)' thirt)' (30) da)'s, I givo, doviso and bequeath m)' ostate as tollowSI A. To DAVID E. RANKIN, stop-son or II)' son, ROBERT L. BRAGKBILL, I give and bequeath tho SUII or FIVE THOUSAND ($5,000.00) DOLLARS. B. To ANNA L. RANKIN, step-daughter or m)' son, ROBERT L. BRAOKBILL, I give and boqueath tho sum ot FIVE THOUSAND ($5,000.00) DOLLARS. O. FIFTY (50X) PERGENT or ths r88idus and rsmainder to m)' grandson, FORREST S. BRAOKBILL. D. FIFTY (50X) PEROENT or ths rosidus and reaainder to TilE FIRST BANK AND TRUST OOHPANY OF HEOIIAHIOSBURG in Trust tor m)' grandson, ROBERT L. BRAOKBILL, II. I direot that ths bank maintain ths tunds during Robert's litetille and po)' bim the interoot earned theretrom. Suoh interest shall bo paid on n rogular basis, but no loss otten than quartorl)'. Upon his death, the balanoe ohall be paid to m)' grondson, ROBERT L. BRAOKBILL, III. It ROBERT L. BRAOKBILL, III 18 not an adult at that tille, the bank shall continuo to ret~in the tund- until he roaohos tho age ot maJorit)'. :3 ....--.-.... VII I no.inate, oooetitute and appoiot THE FIRST BANK . TRUBT OOHPAHY or Heohaoioaburg, al Exeoutor or thil LAST WILL, to lerve without bond. IHWITHESS WHEREOF, I, RAYHOHD BRAOKBILL, have let .y haod to thh LAST WILL, thil .J.3,d day or _"S:!f"kmber 1988. ' ~ ~ .~. ~, L' 1.... .~..-... ~~WK . .G~t'~ib ~ , . 4 . ACKHCWLEDGEHE1IT CDMMONWEALTH OF PENNSILVANIA ',', ',':,.~ ,.;. ODUNTI OF OUHBERLAND ... I, RArHOND URAC~DILL, T..tator, I/ho.. nama 1& BigD.d to the attaoh.d or ror.going in.trum.nt, having b..n duly qualifi.d aooording to 1'1/, do h.r.by aoknol/l.dg. that I .ign'd and .x.out.d the in.trum.nt n. my LAST WILL, that I Bign.d it ao my trn and voluntary not ror tho purpo... th.r.in .xpr....d. !t.~.~~ / SI/orn or afrirm.d to and ~DOl/l.dg.d b.ror. \11. by RAYHOND B~AC~BILL, T.atator, thia day or ..5e(>ti!n-1he,... , 19B8. ...~~... f(:j~:fi':-:;'~:~\ . \..~S~;;>""~"';~ ...: ';'./. ....,.ll. ./ "<':'::~~~:~~~;~~~~ ' \. /~u'a.~ /?A,A....,L Notiry Publio C~'LA ft tIl0k'msl::r.r, No'"ry hbflc Mf'::I~,lclhUl", (IImbtr',ntJ Co.. Pa. Nt, Commlsalon tlplr.. April 'f 1"1 AFFICA VIT COHHONWEALTH OF PENNSILVANIA COUNTI OF CUHBERLAND W.,/11<Jrr.J i? W..li.!n:s,]II: and 't>i",,~ 111. S".,,'I/.. , tho I/itn..... I/ho.. name. ar. .ign.d to the attaoh.d or tor.going in.trum.nt baing duly qualified aooording to lall, do d.poa. and .ay that I/e I/.re fre..nt and .al/ T..tator .ign and axaoute the in.trum.nt a. h . LAST WILL, that RAIHOND BRAO~BILL .ign.d l/i11ingly and that h. .x.outed it ao hiB fr.. alld voluntary aot for the purpo... th.r.ill .xpr....d' that .aoh of u. in the h.aring alld Bight of tb. T..tator Biglled the Will ao I/itll.....' aDd that to the b..t of our knOl/ledge, the T..tator 1188 at the the 18 y.ar. of ag. or mor., of .ound mind an ulld.r 110 o~~~or ..". "",..... ~~ ... ,Old"";" Y)?.-J.,~ J~~0;;...{~. ( '," .... j \;.~}~~:~~:.....: .':.. ....~:.. . ,:/.5:' ...: ..::~.~/. SI/orn or arfirmed to and aoknol/l.dged b.for. m. thiB ,;l.J,.<I day of $I"Rn1ber ,198B. (j-</",-'~4ML.-!L Notary PUblio C~.IA r. UOk:NSI:~~t. fto'''. t 'vbU, Mt::lulethv". rumbtfl,n11 tit. 'I. I/'fCcwml'"lontkplrnAprlll,I"1 5 ...1--.-..... '-"r'f'- " PNCITRUST TEL No ,730-2254 Mar 9.96 12:42 No,QQ1 P,03 , INDENTURE OP TRUST THIS AGREEMENT OF TRUST made and executed in duplioate original counterparto this 7th day of May, 1966, between R~YMOND BRACKBILL and MARGARET E. BRACKBILL, husband and wife, of the Borough of Meohanicsburg, County of Cumberland and Commonwealth of Pennsylvania (hereinafter called "Settlors.), and THE FIRST BANK AND TRUST COMPANY OF M~CHANICB8URG, PA., (hereinafter oalled "Trustee"), WIT N E SSE T H PIRST: Settlors hereby grant, assign and set-over unto Trustee, and its successors, the sum of Fiftv Thousand and no/100 ($ 50,000.00 ) Dollars, in cash, the reoeipt of whioh is hereby aoknowledged by Trustee, Baid property, togsther with all other property, real or personal, that may be added hersafter to the trust (suoh property and additions being hereinafter called .prinoipal-), shall be held by Trustee, IN TRUST, NEVERTHELESS, upon the terme, provisions and conditions set forth hereinbelow. LAW orner. aNUR"KEft. ELICl(lft . .'LV,,, SECOND: Trustoe shall hold, manage, invest and reinvest all property comprising the principal of this trust and shall oolleot the income therefrom and all additional, inoreases and aooretions thereto and shall pay the net inoome and hold and distribute the prinoipal of said trust as follows: A. Trustee shall pay to the Settlor for and during their natural lifetimes and during the lifetime .. PNC/TRUST ""WO'''Cu ON..L....K'n. ~L.ICKr;n 6 aIL\I_" TEL No,730-22S4 Mar 9.96 12:42 No,OOI P.04 . . , of the eurvivor of them in tho eVent of the death of either, the net income from this trust in periodic payments of no less frequency than quarter- annually. B. Trustee may apply the net income of this trust for the support of Settlors should they, or either of them, by reason of age, illness or any other cauue, in the sole opinion of Trustee, be incapaulu of managing and disbUrsing the eamel and Trustee is' further authorized to expend or apply from the principal of this trust such sums as it in its sole discretion may from time to time deem advisable for Settlors' comfort, support and maintenance, or during i1lnese or other emergency. C. Upon the death of the last surviving Settlor, Trustee shall distribute the then remaining principal and any accumulated or undistributed income tu such last surviving Settlor's executor or admin- istrator as part of his or her ostate. THIRD. The principal and income of this trust shall be free from anticipation, assignment, pledge or obligation of Settlors and shall not be SUbject to any execution or attachment or to voluntary or involuntary alienation. FOURTH. Trustee shall have the fOllowing powers, in addition to those vested in it by law and by other provieions of ~2~ PNC/TRUST TEL No,730-22S4 Mar 9.96 12:42 No,OOl P.OS . . . , .0 .' . this ttust, applioable to all ptoperty, whether prinoipal or income, exetcisable without COUtt apptoval, and effeotive until aotual disttibution is made of all propetty: A. TO tetain any Ot all of the assets of this trust, real Ot personal, including stock of the corpotate fiduciary, or stock of any holding company or other oorporation owning or conttolling all or part of the stock oC Trustee, without regard to any principal of diversification or risk. B. To invest in all forms of property, inClUding, but not limited to common and preferred stock, common ~rust funds and mortgage investment funds, whether operated by Trustee Ot others, without restriotion to inveotmvnts authorized for pennsylvania fiduoiaries, as it deems ptoper, without regard to any principal of diversification or risk. LAW DITICle. aNIJ,U^KC". ELICK..-" II IJILVJ:R c. TO sull at PUblic or private sale, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exohanges or leases, for ouch price and upon suoh terms and conditions as it deems proper. D. To allocate receipts and expenses to ptincipal or income or partly to eaoh as Trustee from time to time thinks proper in its sole discretion. E. Tu hold ptoperty in the name of Settlors, or either of them, or in the name of the TrUstee without -3- PNCITRUST LAW ur"ICU IHEUI^K..H, ELICIC.~PI . IILVEh TEL No.730-2254 Mar 9.96 12:42 No.OOl P.06 , . , .. designation of any fiduciary capacity, or in the name of a nomineo. FIPTH. Settlors reserVe to themselves the right, by an instrument in writing intended to taks effect during Settlors' lifetimes signed by Settlors Dr by the last surviving Settlor in the event of the death of either of them, and delivered to ~rustee, to revoke or amend this agreement in whole Dr in part, provided that the duties, powers and liabilities of Trustee shall not be substantially changed without its written consent. This TrUst shall remain in full force and effect in the event Settlors or either of them shall become incompetent or otherwise unable Dr incapable of reVOking this Trust. SIXTH. The situs of this Trust for administrative and accounting purposes shall be in the county of Cumberland and Commonwealth of Pennsylvania, and all qUestions pertaining to the conutruction or validity of the provisions of this instrument shall be gOVerned by the laws of said Commonwealth. IN WITNESS WHEREOF, the parties hereunto have set their hands and ..~. d., ..d year first above written. r1f C'd4t.'~ di'l'.Af'~ (SEAL) 1;;Y~~BraCkbdl Q.../tL.UA.LU,,:r-~./.1MU~L/.h (SEAL) UMa garet'E.' Bra~ THE F COHPANlI OF ME oy JJT: 'iu,:.;.. t i;J. ~n. Secretary Truot -4- --' .... -.... - -, ._-.. .- r--------.:.:..---------------------------------------- ! 1.;," ::,.. t_'';. ,~';~ .":~ ;, :', " ; j, , ',' , D~o:~~iQ~i17t; ... .,., ~OMMOND~~~~~T ~::~:~:YLVANIA' t..:.;;..~.i.A~..:. OFFICIAL RECEIPT ePENNSYLVANIAINHERITANCE AND ESTATETAX ~.!c,LD .....~ RECEIVED FROM. & ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT PNC BANK 4242 CARLI8LE PIKE P.O.BOX 309 CAMP HILL, PA 17011 101 ,e,::l6::l.00 'OIDHIU ESTATE INFORMATION. If:II FILE NUMBER g 21-19915-015:56 If:II NAME OF DECEDENT (LAST) ~ BRACKBILL RAVMOND 11 DATE OF PAYMENT EI POSTMARK OATE COUNTY SBN 186-2S-4007 (FIRSTI (Mil CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID REMARKS PNC BANK SEAL CHECK" 31:5924 RECEIVED BY REGISTER OF WILLS ;n------ ~- - --- --- --- --- - - ..,.,-.,.,- - -- - - - -- -- --'-.- -:-~;- -.-:-<--;-.....,- " ~. ~. ." , i I ... . t. , ~ . .' , ..--,' --~ ..,~..J I - - ,1, 1.:_ ; : . ) ------ . --.. -.- *_. --:::-- j 15-'10-<1 r!.V ACN 101 REV-1547 EX AFP (12-95)*, CO""OHWEAlTH OF PENNSVLVANIA DEPARTHEHT OF REVENUE BUREAU OF INDIVIDUAL TA~[S OEPT. Z806Dl tlARAISlURO, PA 1712,-D601 NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 07-0B-96 RONALD C KRAMER PNC BANK NA PO BOX 308 CAMP HILL PA 17001 FILE NO. 06-21-95 COUNTY CUMBERLAND NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.aunt R..itt.d CUT ALDNG THIS LINE ... RETAIN LDWER PDRTIDN FDR YOUR RECDRDS ~ iiE'v=is4TEic-AFP-n2':ijifj-iiDYicE--oin-riHEiiifANCE-YAx-A'PPRA'iSEHEiii'-,--,UXOWANCE-ijJi----mm------- DISALLDWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX ESTATE DF BRACKBILL RAYMOND FILE ND. 21 95-0556 ACN 101 DATE 07-0B-96 TAX RETURN WASI I X I ACCEPTED AS FILED RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN 1. R..l Eat.t. (Schedule A) (1) 2. stock. and Bonda (Schadule 8) (2) 3. Clo..1~ Hald stock/Partnership Intar..t (Schedul. C) (3) 4. Horta.gal/Not.. Receivable (Schedula D) (4) S. Ca.h/Bank Depolita/Hi,c. Parlonal Proparty (Schadula E) (5) 6. Jointly Ownad Property (Schadule f) (6) 7. Transfara (Schadule OJ (7) 8. Tot.l A...t. APPROVED DEDUCTIDNS AND EXEMPTIDNS: 9. Funaral Expan.../Ad.. COlts/Hisc. EMp.ns.. (Schedule H) (9) 10. Debt./Hartgage Liabilitias/Lien' (Schedul. I) (10) 11. Total Deduction. 12. Hat V.lua of Tax Return 13. Charitable/Govern.ental Baqu..t. (Schedula J) 14. Hat Velue of E.tate Subjaot to Tax If an assassmant was issuad praviously, linas raflact figuras that includa the total of ~ ASSESSMENT OF TAX: 15. AMount of Line 14 16. AMount of Lin. 14 17. A.ount of Line 14 18. Principal TaK Du. NDTE: .t Spousal rat. taxable .t Lin.al/CI... A rat. taKable .t Collat.r'.l/Cl... 8 r.ta 1151 1161 1171 TAX CREDITS: PAYHENT DATE 09-21-95 03-21-96 RECEIPT NUHBER AA08217l AA112650 DISCOUNT l+) INTEREST (-I 135.00 .00 I CHANGED .00 .00 .00 .00 114.10 .00 73.B23.20 181 73,937.30 7,453.34 2.470.75 1111 1121 1131 1141 q.q:>4 nq 64,013.21 5,000.00 59,013.21 14, 15 and/or 16, 17 and 18 will raturns assassad to data. .00 X .00. 59,013.21 X .06. .00 X .15. I1BI .00 3,540.79 .00 3.540.79 AHOUNT PAID 2,565.00 B40.79 TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TDTAL DUE 3,540.79 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I N t::~ '15 - !"! .. -'C; ro ~ '!I c1: tJ ,:i '.) .\ ~ .\ " ~ ;J t', . .1J () (l) ~ ..= E IUO: GO 0: ~E'ERYA'I~I r.t.... 0' dlc.dlnt. d~lnQ on or bl'ar. Olc.,b" 12, 1982 ~. If an~ future Int.r..t In thl ..t.t. I, 'ran.f.rred In po.....lon or InJo,.,nt to el,.. . (call,',r.!' blneflc!erl,. of thl dlcldlnt .'t,r thl Ixp!r,tlon of any I...t. for II" or for y..r., thl Co~.lth hlr.by IMPr...lv r...rvI, thl right to Ippr.l.. end ...... trln,'.r l~rltanc. TIXI. It thl .Iw'ul el... I (colll,.r,.) r.t. on any luch future I"t.r..t. rutPGIr: or HO'lell ,. fulfill thl requlr...nt. of Slctlon Z140 0' thl Inherltancl and E,t_t, Tlx Act, Act 22 of 1991. 72 P.S. "oUon 21'0. PAYHlH', U.tlch thl top portion of thl. Notlcl and lub,lt with your ply..nt to thl RIgl,t.r of Will. printed on thl r.v.r.. lid.. u"M. chick ar .onl~ ord.r PI~lbh tOI REGISTER OF HILLS, AGENT All pIV.~tl r.c.lv.d .hall flr.t b. .ppll.d to .nv Intlr..t which ..~ b. due with .ny r..alnd.r appll.d to the tlK. RI'UHD {CAlf A r.fund of . tlK cr.dlt, which wa. nat r.qul.t.d on thl T.K R.turn, .a~ b. r.qul.tad by co.platlng an "Application for Rafund of P.nn.ylv.nla Inh.rltanca and E.tat. Ta." (REV~15131. Appllc.tlonl II"'. .v.llabl. at tha Of,IcI of the RIDI.t.r of Will., any 0' tha 23 Rlv.nu. Ol.trlct Offlc.., or by calling the .p.clll 24~hour an.varlna ..rvlc. nuab.r. for for.. ord.rlnGI In P.nn.~lv.nl. l~aoo.562.2D50, out.ld. P.nn.ylvanl. .nd within local Harrl.burG 11"'.. (717) 787-8094, TOO' (717) 77Z-2252 (H.arlnG Iapalr.d Only). OIJlC'IONII AnV p.rty In Int.r..t not ..tl.flad with the .ppr.I....nt, allowanca or dl..llowlnca 0' d.ductlon., or ........nt 0' taK Clnoludlng dl.count or Int.ra.t) a. .hown on thl. Natlc. .u.t obJ.ct within .Ixty (6D) d.y. of r.c.lpt 0' thll Notlc. b~1 .-wrltt.n prot..t to the PA D.part.lnt of R.vlnul, Bo.rd of App..", O.pt. 281021, Harrl.burg, PA 17128-1021, OR .-.I.otlon to havI the a.tt.r d.t.raln.d at .udlt 0' the .ccount of the p.r.on.1 r.pr...ntatlv., OR --app..1 to the Drphln.' Court. AD"IN IIJRAf!V[ CORREC'IONII Factu.l .1"'1"'01"" dllcav.r.d on thl. ........nt .hould b. .ddr....d In writing to~ PA D.p.rt..nt of R.v.nu., Bur..u 0' Indlvldu.1 T...., ATTNI Po.t A.......nt Ravl.w Unit, D.pt. 280601, H.rrl.bUrg, PA 17128-0601 Phon. (717) 717-6505. S.. p.g. 3 of the bookl.t "In.tructlon. for Inh.rlt.nc. Ta. R.turn 'or a R..ld.nt D.c.d.nt" (REY-1SD1) for .n .MPI.n.tlon of adalnl.tr.tlv.ly corr.ct.bl. 11"'1"'01"'1. DIICOUHr 1 If .ny t.K due II paid within thr.. (5) clland.r lonth' Ift.r the dac.d.nt'. da.th, a flv. p.rc.nt (5~) dl.count of the t.. paid I. allow.d. PENAL TV I Th. IS~ ta~ .~alty non-p.rtlclp.tlon p.n.lty I. co.put.d on the tot.l of the t.. .nd Int.r..t .......d, and not p.ld b.'or. J.nuary II, 1996, thl flr.t d.y .,tlr thl .nd 0' thl t.. ..n..ty plrlod. Thl. non-participation p.n.lty I. appl.labl. In the .... ..nn.r .nd In the the .... tl.. p.rlod .. you would .pp..l the tax and Inter..t th.t h.. b..n .......d .. Indlc.t.d on thl. notlc.. INTEREST, Int.r..t II cherg.d b.alnnlna with flr.t d.y 0' d.llnqu.ncy, or nln. (9J Iantha and on. (1) dew frat thl dlt. of d..th, to the d.t. 0' p.y..nt. Tlx.. which b.c... d.llnqu.nt b.for. Janu.r~ I, 1912 b..r Int.ra.t .t the rat. of .IM C6~) p.rcent plr .nnua c.lcul.t.d .t . d.lly r.t. 0' .000164. All t.... which b.c..I d.llnquent on and .,t.r J.nulry 1, 1912 will b..r Int.r..t .t . r.t. which will v.ry fro. cal.nd.r y..r to c.l.nd.r y,lr wIth that r.t. announcld by thl PA D.p.rt..nt of R.v.nuI. Th. .ppllc.bl. Int.r..t r.t., 'or 1982 through 1996 arl' "!!!! Inhr." R.ta Dalh Inhrut Fector :!!!r Int.r..t R.ta Deily Int.r..t Factor 1912 zn .000548 1917 .~ .000247 1915 l'~ .000411 1911-1991 11~ .000501 1984 ll~ .00a:5at 1992 .~ .0002"7 1915 U~ .OOa:556 1995"1994 7~ .000192 1916 1D~ .000274 1995,,1996 .~ .000247 --Int.rut I. c.lcul.t.d e. 'oUow., INTEREST a BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "~Any Notlc. I..uld aftlr the t.. bICO..I dlllnqulnt wIll rl'llct an Intlr..t c.lcul.tlon to flft..n (15) diY' b.yond the d.t, of the ........nt. If p.ye.nt I. ..d. .ft.r the Intlrl.t coaput.tlon date .hown on the Hotlcl, addltlanal Int.rl.t lU.t b. calcul.ted. JRDfJune 3D, 1992/11858 PNC llAN/( ",.....-'''rr'\ JUL L S lY97 ".'CAI ncp^ REGISTER OF WILLS Cumberland County Courthouse One Courthouse Squnre Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.1Z PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel : RE: &tate or RA.YMOND BRACKBII.r. ,Deceased, Late or UPPER l\I,r.EN 'I'WP &tateNo.: 21-1995-556 Date or Decedent's Death: JUNE 21, 1995 PNC BANK ,N.A. Pursuant to Rule 6.12, the above named personal representative or the above na!"ed attorney, If applicable. within two (2) years of the decedent's death, and annuaUy thereafter until administration 15 completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, In substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable. reasonably believes administration will be completed. The purpose of this Notice 1510 advise you Ibat uoIess the requisite StalUs Report 15 filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required 10 notify the Orphans' Court Division, Court of Common Pleas of such delinquency and 10 request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel, If any. Accordingly, If the requisite Status Report 15 not flied by AlIe:; (; , 19....9.;7YOU arc hereby advised that a request will be submitted to the Court in accord8llce ,with Rule 6.12. ().L. Date: Jur.y 23, 1997 '1l'l~~.'j!iI.Ju...J.,PUUm1"fL'A't~ Deputy gister of Wills ' Distrlbutlon to ~tate Fill- (: t1 ..,. ',. ~ .' , ~ ~I ~i u '_ (\I;..J... 0: p ..~ l:: .'.u. ::J uu . STATUS REPORT UNDER RULE 6.12 Name of Decedent I \.-~"t.. ~C>..:>~ '2,<:l..\\'~<...\l. Q" \ \..\ Date of Deathl ~~ +\,\"-'\S Will No. ~\-\~"'? - '<;,~\b Admin, No, Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete I Yes~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No 1- b, The separate Orphans' Court No, (if any) for the personal representative's account is: . c. Did the personal representative stlte an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the cerl< of the Orphans' Court and may be attached t~, t.hiJI report. -&,N\<.' N.A. S~r . ~9;~~ \-\~\)I\ ~ \...J....\~~G.U- Name (Please type or print) q""L ~~~ '"'~ liD ~l- >,D'l. L~ ~.\I...L... 'i~ Address . Oatel \ \~\~L- - :'i ~.'.r. _,C1. \"'Ol)\'~~ ,. /"", ~ .".1 ..,,- .-" '.' l't1U; r:r: p; ::; t: .._ ::s '.JU (1 \1 I \ ~O - ~\-k"'e., Te 1, No. Capacity: ~personal Representative Counsel for personal representative - ,... .4 ."-J (HAH I rmf/ AM3)