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HomeMy WebLinkAbout95-00884 PETITION "'OI~ PRonATE and GI~ANT OF I.ETTERS No. _.;2.I-=.1 qg.s. ~ g.., To: ReglMer of Wilb for Ihe . /)('('eu,\w/, COUIU)' of ClImherl nncl In Ihe Soclul Secllrity No, ~1I' i.'-..LZ _ Commonwellllh of Pell",ylvllllla The pelllloll of Ihe IIl1de"lglled re'peel fully repre,elll' Ihlll: Yeur pelhlouer(,). who 1'/lIre 1M yell" of "He or older IIl1lhe e,~ecUI__ or In Ihe IlIsl will of Ihe IIhow decedem. dllled IIpr.i.L.l7 1I11d codicll(,) dmed _Jnnu.:u:y...l3 ,-1!l8!l I~"u/(' o[ __l\lic,,_Il._Dd.p.__~_._,__ ulso kl"'WII U.l' .......J> 1 i P.. 1I....l11n.o...lp__ mUlled . 19-86_ I\Hlle ,r1r\anl dh'llIU\lilll~'C\. r.l/.. rrllundallulI, dr.llh uf t\t'to:ulor, ell:.. Decedenl ,,", domidled III delllh ill Cumberlllnc1 her lasl famll)' or principal reslderlCe al 1502 1101 Iy Pike, r South Mi (l(l1.-~nn Iii", "tn-d, nUlIllwr. 'I'~v, fir Untll.t Cellllly. Pennsylvania. whh CllrJiRle. I'll 17011 'I'n"m"hi r 1 Dceedelll. Ih.'" .-.!lJ. _ )'eo" of nge. died Nov.-rnb.-r 12 . 19 qS al.-J..'I.lIDbl:r~ossin\l_Nursing IInm-, ('"r1i,,1.., P^ 17fl11 . E~cepl as follows. decedenl did nOlmnrry, was 1101 dlverced and did nol have a child born or ado pled afler execulloo of the will offered for probnle; was nol the vlcllm of a ~lIl1ng IInd was never adJudiealed incorupelelll: Decedenl al dealh owned propeny whh e,lhualed "niue, 0' follews: (If domiciled In Pa.) All personnl property S /t7tJ"om,tJtJ (If nol domiciled in Pa.) Personal properlY In Pellnsylvanla S (If nOI domiciled In Pa.) Personal properlY In Counly S Value of real eslale In Pennsyll'anla S shualed as follows: WHEREFORE. pelltioner(s) respeclfully presemed herewhh and Ihe grtlnl of lellers Iheron. request(s) Ihe probale of the laS! will and eedlcll(s) h..c;....;\m...nt-nry (lC'\lRI1IC'nliU)'; adlllinimnlion c.l.n.; nLlmlnhualion d,h.n.c.l.a.) j 'O_ r ",1'i "0.2 ~,= ~CE ,,~ ~o \i " in f< cSN>fJ~ i.. &.12.- Ronllld L. I3rehm ?1'i1-Spr;"9 Rn..'vl f'~r' igl.-. 1" 17"13 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } idS COUNTY OF , (,1r.~RFPrJ\NI1 The pelhloner(,) dbnl'e'lInrned sS\'~ar(s) or affirm(s) Ihnlthe stalernenlS In the foregoing petition arc Irue IInd eor!cel 10 Ihe besl of tlK knowledge and belief of pelhloner(s) and thai as personal represen- lalive(s) (.1' lhe ;lbo,'e decedelll pelllim,er(s) will well and !ruly ndmlnlsler Ihe eSlale according to law. swor.n 10 er affiI'?'i:~ unu slIbscribed { ~ ~ before me Ihls _ 1____ _ dul' of R~ ~~ 1llI :! Nov"mt"r .I, Ir(fS , ::: II \( l \ 'fC;-1l. H't }.t'~~'I::-n~1:p./J{( I ~ MARY C. .EWl!J If". 1(f/RIl/(t, ~ ,_'.I..}': l, (, i I '.U n: '~ d'g '(:l ~ ! \ Ii .. ~': j:\ '" . ~ .... 0 "" d:i g ~ 3 ~ ffi' ~ J: REGISTER 01" WILLS 01" CUl>IBEHlJIND COUNT\' OATH OF SUBSCRIBING WITNESS lIenry L. Stunrt nnd Knren E. Faircloth --. codicil and (each) a subscribing wltnell 10 Ihe will presellled herewilh, (eAch) belll~ duly qualified IIccordinglo law, depose(s) and SIlY(S) Ihal they w"re - pre.enlllnd lAW I\H~ 13. 0.:1 Ihe leSlal ,.i y , sl~n Ihe SAme and IhAI they signed as a willless Bllhe requesl of IUlal rix In h\!!.- presence and (In Ihe presence of each Olher) (In Ihe presence of Ihe olher subserlt-IIIB wltness(es)). / Swurn t.) or arflrmcdj1l1d subscribed before /./--'- ,,"',,1., .l:C-;.' ,L v-C- '11\"1 Ne .\his -.~-:--l-- d~Y~! (Name) _ 2l.f.'f'i' I' (I i'! ~ 19 'f ' \-rf\n,A.Lj '':~I /1'71 pItf/lll)~ lI~(L I. (Adress)} J.'J M/lRY C. LEWIS ,f{,e!1t'sll'r ,'" ' \(1 (,,'1.(/1.' ~C,I\ uhf' . / (Name) " .,... .'lJ' ",y'li,.,'li,'V'jl (~'I'/L~.j~'I/((, , (Address) REGISTER OF WILLS OF COUNT\' OATH OF NON-SUBSCRIBING WITNESS '/ ~ -- /, (each) a subscriber h~IQ, (ellch) belll~ duly qUllllfled IIccordln~ llvla~, depose(s) ulld SIIY(S) IhAI ...... / " fllllllllnr with the si~nUIUr;.-of ' " /' codicil lesllll_ of (one of Ihe sull 'riblll~ willles~~) Ihe will presented herewith und / codicil IhBl bell'Cl'es the signature on Ihe will is in the hAndwrlllng of /' / ,.-/' ,- 10 Ihe besl of _ kllowledge IIl1d beller. /' / Sworn 10 or affirmed Bl)d~ubseribed before /" me this . dll)' of ,/ 19_ l/eMisler (NlIm:) (Address) >< 0: .:: E-< Z ~ E-< III ~ Ill'; ClI' ClI ... ! II. .:: ~ ..... E-< >< ~II.E-< .....~ ZZ .::W 0::> 1I.t:l tiS.:: ~:E' ~ H r.;l:li5 15~~ o D: H.::>t:l WlIllll~:Eli!~fil ~ !:Hlw is l:l !Q r:i E-<HHE-<::>:EZU 1Il~~,'::O::>WIiI iii .::.::,~ III U "" t:l . e- N 0: I Z t:l gJ III III H .. Q) Q) I III ClI I ... N ".r fIJ,'~ 'j' ~, ..... ts .... ~ ~ ~$ ~ '~~iH (,,)~o!i2 ~~lc3 { $~l!5h ,:i .~!d . ra. o III 0: iii !:: ~ . f:il iii ~ E-< III iii ,; ,-,:,t- 'if, '.';" 'c'\~ .~-t ~'1, /~.)1~; ,o"j,/-;; 'il :',"~'~' ~;~::~~::[;r~ :~_:_:,~~;tii "';J,' : e;r~~~~ "0 -F:::~-tt .. ~ }~5 -!! -". '., -~ ~- ~ "~:':"::' , Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters Testamentary No. 1995-00884 PA No. 2195-0884 ESTATE OF DELP ALICE B {~A~T, rlK~T, MLUUL~1 a/k/a Late of DELP ALICE BREHM SOUTH MIDDLETON TOWNSHIP l.:UMHt;ltLI\NU l.:UUN'!'Y, WHEREAS, on the 27th dated April 17th 1986 to probate as the last will Deceased Social Security No. 172-24-8617 day of November 1995 instruments & January 13th 1989 were admitted and codicil of DELP ALICE B (LA~T, rL"~T, MlUUL~J a/k/a DELP ALICE BREHM late of SOUTH MIDDLETON TOWNSHIP CUMBERLAND county, who died on the 12th day of November 1995 and, WHEREAS, a true copy of the will & codicil as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the county of CUMBERLAND 1n the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to RONALD L BREHM who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 27th day of November 1995. . (. '. /(' 1 Ill' (' . \ , I,ll ~, 11' 1\1 { " I f ' f, f /t {tI ( ) \ J v j He ~Bt.er '(1" .J. B 1~)t'/_ Lcty **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) ~~J.I.!.I.:!.. i\lm_TI':~A!'IENT .... 1, ALICE U. DELI', of tIll' TClWllHhlp of SOlllh r1ltblleton, CllmlH'rt.1nd County. PenllHylvania, dt..clllrll this I n:it.nU:\I'nt 1.0 !It' Ill\' l.iwt t~ll1 :un' TI.'Ht:Il1H!I\l, in manner and form fol1Qwlnp: rl1UjT. 1 hereby t.'xpr(!lwly rl.1vokp all tn II" ilnd Codit'Uu l\I'rl'lOfon! tnmh~ hy m'~. SECOND. 1 hereb}' dlrect ",}' 1"wcUtol' to p.,y nll my JUflt debt", funernl nnd udministrutive expunoefl out of my estnte no soes ns prncticnble nEter my denth. TIIIRD.. I, dovlse ond be'luenth the rcmo lnder of my eotote all Collown: 1. One-hnlf (1/2) thereof os follows: (n) One-third (1/3rd) of snid one-hnlf to my sister-in-lnw, Mnrguaritc Long, of Dillsburg. {lennHylvnnin. (b) One-third (l/3rd) of soid onn-hnlf to my brother-ln-lsw, Glenn '~1. D.elp, of Gnrdnern, R. P. 2, l'cnnsylvllnlo. (c) One-thlrd (1/3rd) of "nld one-half too the children of my deceased brothcr-ln-lnw, Ralph L. Dolp, b1 Pllunl t1hnl'eaJ nnmely, Arlene Young, .Joyce! Dnrhower and Horlc O(!lp. 2. 1~e remstning one-holf (1/2) thereof to my nieces ond nephew", nsmely, Robort Henning, Nonr.y Cowl, Nor.!o,. le Tang'''', No l'y Gon...,d, Porls Goble, Suonn Wicknrd snd Ronnld Il,'ehm, in "'1uo1. Allllren or thelr lnslw I1nd If nny of unld niecus or nephews art.! then U(!l~UnUeu \.J1thout {sHue, then to tIll! other Hald nieces and nephowu or their IsslIe. I.ASTLY, 1 neminntl!, cnllt:itllte and appoint in order of preference, First, lIenr)' L. Slunrl: :lnd ~h~col1uly, "'nrmcrn Tnmt Compnny, C"r11H10, PcnnsyJ.vnnin, n5 EXDf"\ltor of tllt!1 my 1119t. will nnd L~!;lnnIQnl. '1:(, .1.1---Uny oC IN WITNESS 1-.1\J,REOI', I hove he rellnto Hl't my hand /lnd lIellI thl H /, I .,1 ,:Va-1.vf , 1. 986. atl":.,., 13 'Df..lZA~ J Signed, sl!.11cd, pllh]i~hcd :llltl declared hy the ahove nameu 1'eutatrJx, Alice n. Delp, il!i nnd for hor Lalit ~atl nnll Tl'Hlaln(~nl, in our presence, ",'ho, in her prc::HJnL~e, ill lwr ruqlleHt nllt.! In tht' pruH(..!l1c(' of p;H:h nll1c.!r. haV(' lwrcunto HuhHcrlbcd our nomL!~i nfi atlcBLlnn witno~lacR. (SE^L) \.!.{,.JV'J'-Z., /~X II' ,J' ,,,,-A.~ ..__.~.,;....~!J:J__~~c ., -. ~.-. ... j I , j , - - '-.- .--.. ~'_ ---<0__ ~_~ ,~__ .__ ____ ,_. ~'__""_'_ __~ .___ ."_.,_._____~__,~___ __.._________ ___ D AA 082565 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX *~ .,V-lIt1ll'....1 ACN ASSESSMENT I'J'I CONTROL 1;1 NUMBER RECEIVED FROM, I AMOUNT JOHNSON RONALD E 78 WEST POMFRET STREET JOl '14,000.00 CARLISLE, PA 17013 - 'OIOHfI, ESTATE INfORMATION, r:. filE NUMBER ~ 21-199:5-0884 ~ NAME Of DECEDENT IlAST' Ii:I DELP ALICE B II DATE Of PAYMENT m POSTMARK DATE COUNTY 00,100 CUMBERLAND DATE Of DEATH SSN 172-24-861 7 IfIRST) IMI) REMARKS m TOTAL AMOUNT PAID SEAL RONALD L BREHM C/O RONALD E JOHNSON ESQ CHECK.. 24 -14,000.00 CW ~"I t ~' , RECEIVED 8Y II..(U. - '1,,~U"./.u.I /~.>...., SIGNAt,Xlu"" /1)/1,1:''!, MARY C. LEWIS ' , REGISTER OF WILLS . REGISTER OF WILLS ~-----------------------------------------------~- r , .' . \, ,; ---- . - _-:-____.....--.._~~ -"'""<I -"~_. .......... I. ~ CERTIFICATION OF NOTICE UNIlER RULES 5.6111\ Namc of Decedcnt: Alicc 8. Dclp Date of Death: Novcmber 12, 1995 WlIINo: 21-95.0884 To the Register: 1 certify that notice of bcneficiallnterest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficlarics of the above.captloncd cstate on November 30, 1995: Ronald L. Brehm 2351 Spring Road Carlisle, PA 17013 Suann Wickard 1121 Acre Drive Carlisle, PA 17013 Marjorie A. Tanger 13 Warwick Circle Mechanicsburg, PA 17055 Doris J. Gable 7073 Carlisle Pike, Lot 1/55 Carlisle, PA 17013 Mary E. Conrad 94 Margaret Drive Mechanicsburg, PA 17055 Marguerite Long 20 Chestnut Street Dillsburg, PA 17019 Glenn W. Delp 886 Goodyear Road Gardners, PA 17324 Merle E. Delp 275 Old Mill Road Carlisle, PA 17013 Arlene Young 24 Burgners Mill Road Carlislc, PA 17013 Joyce Darhower 704 Holly Pike Mt. Holly Sl'gs., PA 17065 Robert Manning Box 225 Plalnficld, PA 17081 Nancy Brewer Box 975 Town & Country Estates Troy, PA 16947 Notice has nqw. been Riven to all persons cntitlcd thercto undcr Rulc 5.6(a) cxccpt: 0 exceptions. ~. Po "1:<( o V) . ~-!n. Dat~: %ovem~r 30,i:199~ ' ~ "'J rr ',', Ronald E. Johns 78 Wcst POIlIfr Carlislc, PA I 3 Phone: 717-243-0123 Capacity: Counsel for pcrsonal rcpresentativcs ::; " ~ , ., ." "l <) ,il !'l ~~ III a: a: R(VUOOI_.ll,IUI ... .... )C~U) u"'" .....u xC9 ug:m .. '" ..... "'z ...... "a "z aa u.. I ,,~:1~:?(\ _tffJ_ (OMMOt~WIAl1Il Of P!UtI!r'l'I>tAWA UU.AR1M( W 01 III V(t~U( D(" nObOl .._ IlA_'!.RI!r~_URGl..!,A 1111~_o.~1 0((101"1'. r4AMIIIA~ . II'. . AI~U MIOOlllUlllAll L~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR DATES OF DEATH Ann 12/31/91 CHECK HERE IF A SPOUSAL - POVERTY CREDIT IS CLAIMED 11 flifNUMiili--.-.----------.---. --- 21 95 884 I cOUlmCOOE n OICIOI'IT'!.(OMmu AOO.IU YEAR NUMBER DE\,I', M,ICI, II. 15112 lIo.lly I'ike KiCiillo((U.IIY 'fuM.I.---.~(iAilOiniAfti-.-.. I".'I;-'il-"";O'---' -, ell r 1 in 1 e, I'A 17013 172-21,-8617 _-111/12/95 11/211/11, Co"", Cumherland " .."<~.;~"..,.... "~,, ,,,.., "" '"'' ''''''~'"'''':~~_r-'._' "iU''': ",".i,. =~_J ._~O"'i1,:(j", hll;iIilij'UdiO"Ii-_~:=--==--=: IKJ 1. Orloinal Relurn [J 'J. Supplllmenlal Retu,n 03. Remainder Relurn Ifo, dalet of deaTh prior 10 12.1J.821 o 4. limited htate 040. Future InlelOU Compromise rJ 5. rederal htale To.. Relu'" Requi,ed Ifor dale. of dealh ohe, 12.12.S2) ~ 6. Oecedenl Died Te\tale 0 7. Decedent Malnlalned 0 living Trutl ..Q.S. Total Numbe, 01 Safe Oepa.it 80....\ (Allach copy 01 Will) (AlIa(h copy of Trultl 'ALL CORRESPONDENCE AND,CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECIED TO, ,; ",.", COMP111( MAIlIUQ "'OO'U~ 78 W. I'omfret Carlisle, PA Street 17013 .... z ... Iil u ... a "AMI Ronald E. Jo.hnson, I(UPHONI "UMIII Esq. 111 121 P) (41 (51 (6) 171 1.514.85 133,385.30 ( 0 I .J.J!L.. 900. 1 5 -Ll.1J I n3-lll23 (91 1101 18.181.80 2,898.52 Z a >= :5 :> t: ~ lrl .. 1. Real hlale (Schedul. AI 2. Sloc~. and Bond. (Schedule B) 3. Cia Illy H.ld SlocL.lPartn.nhlp Inl.ne.1 (Sch.dule C) 4. Ma,toag.. and Nete. Rec.lvabl. (Sch.dule 0) s. Calh. Ban~ D.palill & Mlteellaneau. Penanal Properly (5ch.dul. EI 6. Jalnlly Owned Properly (Schedul. FJ 7. Tran"m(5ch.dul. GI(5ch.dul. II S. Talal Gron Auell (Iotolllne, 1.7) Q. Funeral bop.n.... Adminhlrativ. Calh, Mhullaneau. bpen... (Schedule H) 10. DebU. Mortgoge l1abllilie., lien. (Schedule II 11. Tolal O.duC1lan\ Ilalolllnel Q & 10) 12. Net Value of Ellale 11Ine 8 mlnuI line 11) 13. Charitable and Governmenlal Reque'" (Schedule Jl 14. Nel Value Sublecllo To.. (line 12 mlnuI line 131 15. Spoulol Tron.fera liar dOl" 0' dealh oller 6.30.941 See In.lrudlon. 10' Ar,pUcable Peruntage on Roverae Side. Ilnclude value. ,om Schedule K or Schedule M.I 16. Amount 01 Une 14 la..able 01 6% ,ole (Include valuel !rom Schedule K or Schedule M.) 17. Amounl of line 14 la..ablo 01 15% ,ole Ilnclude value. Itom Schedule K or Schedule M.I 18. P'incipallaM due IAdd 10" Irom lInel IS. 16 and 17.1 IQ. C,edit\ Spoulol Poverty C,edil Prior Payment. _~..____ + 11,~ooo.no_ (III (121 (131 (14) 21,080.32 113,819.83 -0"'--_______ I13J_~I_?_.6~_. _ z a >= '" .... :> .. '" a u >< '" .... 1151 ..,__._._______.._.__.__.___)(,_1:1 116) _____.___..~._____K ,06 a ____~.. ..- (17) ___W...!!.!9_.JV_.___.__..K ,IS a ---1.L.l172_.n_________... (101 Diteounl + __.736.81.__ Inlllrett 20. If line 19 i. o"aler Ihan line 18, .nler the difference on line 20. Thi\ II Ihe OVERPAVMENT. ao (19) ___.11,,736.81,__________ (201 _.__. u___..._"__'n.._ 2,336.13 21. C;hock horo If you oro requelllng 0 refund of your overpayment. If line 18 I. o"ole, than line 19, enler Ihe differenttl an line 21. Thi\ IIlhe TAX DUE. A. Enlllf the Inle,.\1 on .he balance duo on llnl! 21 A. B. Enler the 10101 01 Un. 21 and 21A on line 218. Thi. i\ tho BALANCE DUE. Malt. Check Payable tal Regh'" of Will.. Au.nt (21) 121AI (2IB) -2, ~36 .13 ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANDTORECHECK MATH ~ ~ Under penallie. of perjury. I declare Iholl have e..amlned Ihil 'alu,n, including o(campanying uhedulet and \Ialemenh, and 10 Ihe bell 01 my I.nowledge and beliel. il i\ lrue. correct and complele. I declare Ihal 011 ,eal.\lale ha. been reportlld otllu" mo'~et value. Declmalion 01 p'epafllt other Ihan Ihe penonal ,ep,.,\enlolive il baled on all informal ion 01 which p,epafe' hOl any ~nawledDe. ,,:''R:'T~:~''(fl)'~1.':'~~~ - ,,""-,Tt.,. ....." 2351 ~;;;i~'~-R~-;d, c;-rli-n-i~,IIA_~13- "."-8/13/96--- '" ~}!a-7~" I'olllfret SE., Corlisle, I'A__~7_0~3_ ..il R/l-~/96 nCV:1507 CX. p.Ut COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "0" MORTGAGES AND NOTES RECEIVABLE Alice B. Delp FILE NUMUER 21-95-884 (All prop.rty JolntlYoOwnltd with RIght of SUn/lvor,hlp mull be dlKlol.d on Schedul. "F"I ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Notc Crom Marjorie A. Tanger datcd 1/15/93. Balance duc at dote eC death 1,514.85 TOTAL (Also eater os IIse 4, Recapltulatlosl $ 1.514.85 .'I'tUOIII_UIt) ESIATE OF . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONW[A\Ut OF '[NH$YlVANIA IHHUI1AHCI1'AX InUIH IUIDIH1' OICIDIN1' Ploolo Prlnl or T 0 FilE NUMBER ALICE B. IlEl.P (All pfapefty lalntly.owned wllh the Right of SUfvlvanhlp mutt be dlulaud an Sch.dul. F) ITEM NUMBER 2 3 4 5 8 9 10 11 12 13 14 15 16 17 DESCRIPTION 6 Cosh Checking Acct. No. 5-25707--I'srmers Trust Co. (s~e lett~r sttach~d) Certificate of Deposit No. 106669--Farmers Trust Co. (see lett~r attsch~d) Certificate of D~posit No. 17-58-234407--Harris Savings Bsnk (s~~ lett~r attach~d) Interest accru~d to dat~ of d~ath Certificate of D~posit No. 3064061256--Meridian Bank (see l~tter attach~d) Interest accru~d to dat~ of d~ath C~rtificate of Il~posit No. 3064063559--Harris Savings Bonk (s~e lett~r attached) Interest accrued to dat~ of death Savings Acct. No. 8264540101--Meridian Bank (see letter attach~d) Interest accru~d to dat~ of d~ath Integon Life Ins. Corp.--Anuity Contract repayment 1990 Plymouth Acclaim Automobile--Sold Household it~ms and furnitur~ sold st public sal~ (see stat~ment attach~d) Miscellan~ous j~welry--Se~ appraisal sttached prudential--AARP H~alth Insuranc~ paym~nt Medicar~ paym~nt Meridian Bank--Interest payment dated 11/11/95 Harris Savings Bank--Interest payment dated 10/31/95 Christian Science Publishing Soci~ty--Refund Christian Sci~nce Publishing Society--Refund 7 TOTAL AlIa onlor on line 5. Reeo (Alloch oddillonol6Y1" x ,," .hee" if mar. 'pace ,. n..d.d.) 21-95-88/, VALUE AT DATE OF DEATH 102.35 5,03/,.57 23,085.07 42,000.00 56.33 10,000.00 38.66 10,000.00 46.61 8,418.48 32.33 20,216.02 5,500.00 8,262.25 180.00 16.10 6/,.42 37.45 158.74 55.53 80.39 5133,385.30 FARMERS tl'IT5i TRUST -- February 21, 1996 Andrews & Johnson 78 West Pomfret Street Carlisle, PA 17013 Re: Ustate of Allee B Delp SSN 172-24-8617 Date of Death: November 12, 1995 Dear Mr. Johnson: In answer to your request concernin~ accounts owned, either separately or jointly, by the above referenced decedent and the balance In each account as of the date of death, we have checked our records and are submi ttlnll the. followln8 Information in dupiicate. We sUllllest that you file one of these ietters attached to the Pennsylvania Inventory forms (RCCl to substantiate the balance you report. Note that we have shown the correct re81stratlon for each account. Also, Interest accrued to the date of death, if any, Is listed as a separate fillure. Checkln~ account n525707 was orillinaily opened 9/1/75. The account was titled In Allee B Delp's name alone. The balance as of 11/12/95 was $5,034.57. The account was non-interest bearin~.$l.,,:~.':' The account was a NOW Account earnln~ 2.10. Interest at the time of death. We have no record of a safe deposit box in the decedent's name. Sincerely, ArJJ-J- ~~S:=-:.CNJ.. Karen Tomassone Supervisor customer Service Onc Wcst High SlrccIP.O. !lox 220 Cnrlislc.l'cnnsyl\'onia 17013 (717) 243.3212 Merldlon Bosk 1110 MOIldlarl ell/llel ill SpUll\) ll,dnn PO Ilm 110;> IlcndlllO. PA 1UfiO:i.110;' (6 10) G~~i ;>477 DEe 15 1995 . Meridian"' Bank Peter J. Slrusk Vtcn PIt!~..{It!ll1 ComOf,l1t? !1flcnHls MfIIlil{Jomnllll flltoulalOlY Applications December 13, 1995 Ronald E. Johnson Andrews & Johnson 78 West Pomfret Street Carlisle, PA 17013 Re: Estate of: Alice B. Delp Date of Denlh: 11/12/95 Dear Attorney Johnson: We received your lelter dated November 27, 1995. Our records indicate the following accounts nnd balances as of the date of death: Date Date Acer. Account /I Account Title Opened Closed Principal Inl. CD 3064061256 Alice B. Delp 9/12/96 10000.00 38.66 CD 3064063559 Alice B. Delp 1/16/87 10000.00 46.61 SV 8264540101 Alice B. Delp 12/6191 8418.48 32.33 Should you have any questions, please contact Deborah Mengel, Compliance Specialist, at (610) 655-4212. Sincerely, t:4~~i~~L Corporate Records Mnnngcment PJS/dm CK = Checking SV = Savings CD = Certificate of Deposit SD = Safe Deposit . 01'5 JEWELRY & ANTIQUES r ~ Specializing In Jewelry' Diamond. . Antiques 126.1110"'0" 51 G"ly'bu'R. PA 17325 (717) 34.0969 .-- IIfC[lVUJOY <:J'hankCOVou All daiml and lolumod goods MUST bo accompanlod by lhll bid. . ., 01'5 JEWELRY & ANTIQUES ~. Specializing In I Jewelry . Diamond. . Anti ues 12 Ballo",ore 51. Getty,burg. PA ~325 (717) 334.0969 CASH I COD I CHARGI: I ON ACCT. ~~;k~ . All Sales Final meIIVl"'" crhankC}'ou All dl1lms "lid rululnc.'d y()oct~ MUST 110 nccompanmd by 11115 bill w '. ~ '. , ~ 5:-- 0 0 t '5_'00t 2 5~.' 0 0 + ~ 5', 0 0 .. ~5Y'OOt 51, 0 0 . i: to.. DOt i a 7 { 180..00* , ..f,!j{; C . , OI'S JEWELRY & ANTIQUES ~i' Specializing In Jewelry . Diamonds . Anti ues 12 6allimore 51. Gettysburg. PA ~325 (717) 334.0969 SOlonv All Sales Final Illet'VIIlIIY CJ'hankC}'ou All cllllm!lo Blllt Wlurnoo goods MUST bo ACCtJflltl..1ntcKl hy nus bdl - IIV1SllII.I'UI ESTATE OF "~:'~'r,, -!fJJ... COMMONW(A\Ht 0' '(NN'~IVAWA INIi(RlTANC[ lAW R(TURN RUIOWl DfC(OftH SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES AI.ICI; II. IJEI.I' Ploalo Print or Type - C-F-E NUMBER 21-95-88/, ........----- ITEM DESCRIPTION AMOUNT NUMBER -.-.- ---- A. Funeral Expen.ell 1. BoHman-lloth FlIllcral Borne 4,363.00 2. Wcstminioter Ccmctcry--Gravc Opening 675.00 B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. Admlnlstrallve Calls. Po"onol Roprolonlollyo Commllllonl Rono ld L. Brehm _ Social Socurlly Numbor of Po"onal Roprolon'aliYo: _ Yoor Cammllllan. paid .i,000.00 6940 2. Allornoy FOOl to Andrews & Johnson, Attorneys 4,000.00 3. Fomlly E.ompllon Clolmonl Nonc Addro.. of Clolmonl 01 docodonl'. doo,h slrool Addro.. Clly Slolo Zip Co do Rolollonlhlp Probolo Foo. to Ilcgistcr of wilh Additional Probate Fce to Ilcgistcr or Wills 239.50 35.00 Mlscelloneou. Expon.o.. Cumberland Low Journal--Advertisc Lctters The Sentinel--Advertisc Lctters 40.00 65.48 Richard E. Snydcr, Jr., Auctionecr--I'ublic Sole Expesse 1,415.37 West Pcnnsboro Firc Co.--Rentol of firc house for solc 114.50 Fronk & Sue Wickard--Public sole expense 212.00 Woltcr & Mary Conrod--Public salc expense 250.00 Richsrd Magcc--Public sole cxpcnse 120.00 Evelyn Monning--Public sole cxpcnse 108.00 Cont inued - TOTAL (Allo onlor on IIno 9, Rocapilulalian) S (II more Ipace I. needed, In.ert addltlanallheols 01 .ame II.e.) SCIIEDULE II C. Miscellaneous Expcnscs (Continued) 9. Kcnneth Brchm -- Public sale cxpense TOTAL $ 52.00 32.00 150.00 25.68 219.21 450.00 15.00 $ 18,181.80 10. Marjorie Tanger -- Public ssle expcnse 11. Ty ARA Inc. -- Deccmber & January apartmcnt rcnt 12. Unitcd of PA--Utility bill 13. Metropolitan Edison--Utility bill 14. Reserve for closing, Accounting & filing of First and Final Account 15. Register ef Wil1s--Filing fee for PA Inheritance Tax Return DELI' ESTATE SCHEDULE J - IlENEPICIAIUES Name and Address Relationship SI.uw: I. Ronald L. nrelulI Nephew 1/14th 2351 Spring Road Carlisle, PA 17013 2. Suann Wickard Niece 1/141h 1121 Acre Drive Carlisle, PA 17013 3. Marjorie A. Tanger Nlecc 1/14th 13 Warwick Circle Mechanicsburg, PA 17055 4. Doris J. Gable Niece 1114th 7073 Carlisle Pike, Lot #55 Carlisle, PA 17013 5. Mary E. Conrad Nlecc 1/141h 94 Margaret Drive Mechanicsburg, PA 17055 6. Marguerite Long Slstcr-in-Law 1I6th 20 N. Chestnut Street Dillsburg, PA 17019 7. Glenn W. Dell' nrother-In-Law 1/61h 886 Goodyear Road Gardners, PA 17324 8. Merle E. Dell' Child of Deccased 1/18th 275 Old Mill Road nrother-in-Law Carlisle, PA 17013 9. Arlenc Young Child of Dcccased 1/18th 24 nurgners Mill Road nrother-in-Lnw Carlisle, PA 17013 10. Joyce Darhower Child of Deceased 1/18th 704 Holly Pike nrother-ln-Lnw Mt. Holly Springs, PA 17065 11. Robert Manning Nephew 1/14th Box 225 Plainficld. PA 17081 12. Nancy Cowl Brewer Nlcce 1/14th Box 975 Town & Country Estates Troy, PA 16947 I.AST 1/11.1. AIm TF.STAHEllT ,i' /'1. ALICF. n. Dl~P, or tho TO\orOohlp of South Hiddleton. Cumborhnd County. PonnRylvnn1:l, dcclnrll this inntrumcnt to be my t.nDt Will nod TODtnmflnt, 1n manner " and form following: ~'IRST. I hQrc~by QJCpfoHaly revoKh nil WIU" nod Codlrl1N horctornrl!' made by mo. SECOND. 1 horeby direct my Exocutor to pay nll my just doben. fUlleral and adminiltrative expanees out of my ostate nu loon aD practicablo Altor my dORth. r'.,' ., -::-1" ',:'" . ,,' '.:, ~ " . :r;;~~.;'i " nllRD. 1 dovioo ond boquooth tho remainder of my eotote o. followo, 1. Ono-holf (1/2) thorooC 00 followo, :';.-:: (0) Dno-third (l/Jrd) of oold ono-holf to my oi.tor-ln-low, Marguerite Long, of Oilloburg, PonnHylvnnia. (b) One-third Cl/Jrd) of Raid oso-holl to my brothor-ln-law, Glenn \I. Dolp, of Oardnoro, R. O. 2. Pennsylvania. !: (c) Ono-third (1/3rd) of ooid ono-holf to tho children of my docoooed .' " brothor-in-IDY, Ralph L. Dolp. h equal shores, namely. Arlene Young. Joyce Darhower and Herle Delp. 2. Tho romaining onoMhalf (1/2) thereof tn my nieces and nephews. namely, Robert Hanning, Nancy Cowl, Marjorie Tanger, Mary Conrad, Doria Gable, SUann Wickard and Ronald Brahm, in equal sharaD or their iSBUO and if any of BRid niocos or ncphews nrc thon doconoud without loouo, then to tho other said '. i' ..... .t.;:'" '.. ': ;; ~ " ~ '. ,;'. ,'0:. ,"r.;;:,' .'.,..' , '-',.:.:. ,::::1.;0':.. :",' ':;\/'..::!' '....J. <. ;);~::;:.: "J: ",,,. ..-....-' Honry L. Stuart; nnd Secondly, ~'armuro Trust Company, CarllBlo, l'onnnylvon14. ..... niacao nnd nophowD or thoir tooua. LASTI.Y. t nominnt(I, cnncltuto and appoint tn order DC preforuncol FtrPt, .. .' ~.:" " as Executor of'this my loot will nnd tcotomant. r(1 this ~~.y of '."'" ,::;:r~:.:; .'.,,' ~ ", ~IEREOF. I hova horounto sot my hand and 0001 IN \llTNESS aJJ . 1986. tbw- IS .; ~: " .j', '. ........ ~/).o t Slgned. sealed, published and declared by tho abovo named Toot.1trhc, Alice 8. Dalp. an and Cor hor Lant Will nnd Tostnment. In our prosence. who, 1n hor prosence, at her reqllust nnd in the prosence DC nach other. have herounto subscribed our OlU:lOG 08 attost1nn witnosses. ,..:;. .f'. I" .:::;:. ....:.... .i.: /. . ,. '\!-(" -/ --,," . Jtr;:j <.... I'~\"-' '.~!.. . .;:: ' ",'(:.' \ :.:..-:' '" :.::,;;.:i........ :(::::'::;.., });o:.::;~j::\:: . \/~ '~H (' \-k.~.e. (SEAL) .' .." ..... COIllClI. /1, ALICE n. OEl.P, hcreby sdd thia Codldl to my Lns.t IHll nnd Tcstllmcnt dated April 17, 1986. 1 hcrcby dcletc any and all items thnt I msy hove in my will relating to personal represcntative (sl snd hereby substitute the following; 1 nominate, constitute slld appoint in order of prefcrence, First, my nephew, Ronald Brehm; and Secondly, Henry L. Stunrt; and Thirdly, Fnrmers Trust Company, Carlisle, Pennsylvania, as Executer or this my last will and testament. III all other respects I hareby r.atify IInd confirm my said will. Dated L.. (jf ... ~..r3~' {I... ... . , 198f OlL;~. 6 /iM(R (SEAL) WITNESSES/, '. . , ~~y2.(/a;:~ ~~16,. .,(1. . ..1"';-i {.#-:7'A' I I I 'I I I f I f'OtDHIlI I I I .~ ~. ,-. .... .' ".' -, . , _ - -- -.- ~_.n -_.~ .__ __,._ ..~^_ .,_._ 0-._.. ._^...~ ....... .__._. .._,.... ___. _..;" , - ~.-... .._..~. -- ---. -- .-.-. ~.-. --~ --.... --.,. _. . --. ....~. fiNO. AA,',1'46622 ,.C~,^",C?N:::~~T~:.::~:YLVAN'A , ' ' ',OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .al''''r.l...... - '. RECEIVED FROM: I ACN ASSESSMENT I'!'I CONTROL iii NUMBER AMOUNT JOHNSON RONALD E 78 WEST POMFRET STREET Iv1 .C',~.:Jb.l.:J CARLISLE, PA 17013 ESTATE INFORMATION: I:t filE NUMBER g el-1993-0884 I:t NAME Of DECEDENT (LAST) 1:1 DELP AL I CE B II DATE Of PAYMENT m POSTMARK DATE COUNTY SSN 17e-e4-8617 (fIRSTI (MI) . CUMBERLAND DATE Of DEATH REMARKS m TOTAL AMOUNT PAID .e.336.13 SK RONALD L BrlEHM C/O RONALD E JOHNSON CHECK" e9 SEAL RECEIVED 8Y . ~ . "t-t/. . / ' MARY C. LEe s' / !UfO ;.9t-r.t REGISTER OF WILLS I .J REGISTER OF WILLS -- ---~ -,"-- -- _.~. ._..~- "-... ._~ -- ^~- -- -_0--. .-.. .-, ...---- -.~~'----r;-> ..,' \, ~ .r ..____1 -~ t.. .--- -;:. , . .-.- . ~ _. ._-- _.--_.-:-_--...~~d \ . - (:' /- '~I t \.- ~, , COHMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL U'€AITAHC[ T#Jl DIYJStDH DEPT. zaonl IlARRlSBURG, Pi InU-OUI TAXES NOTICE OF INNERITANCE TAX APPRAISENENT, ALLOWAtlCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT DF TAX RONALD E JOHNSON ESQ 78 W PoMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 11-11-96 DElP 11-12-95 21 95-0884 CUMBERLAND 101 A.GUnt R_l Hed (:-. *' B MAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WIllS CUM8ERlAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv=isW-Eir-;ii:i.--coY:iil;j-NiificE--oF--itiHEifiiAiicE-TAiniP"iiii7iisEif€NT-.--Ai:.i"OWAiicE-jiC--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DElP ALICE 8 FILE NO. 21 95-0884 ACN 101 DATE 11-11-96 TAX RETURN WAS. I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eat.l. (Schedule A) (1) 2. Stock. and Bond, (Schedul. 8) (2). S. Cloa.ly Hald stock/Partnership Int.r..t (Schedule C) IS) 4. Harta.gaI/Not.. Receivabl. (Schedule DJ (4) S. C..h/Dank Oapollta'Hllc. Parlonal Property (Schedule E) IS) 6. ~olntly Owned Property (Schedule F) (6) 7. Tran.fara (Schedule G) (7) II. Total A...t. APPRGVED DEDUCTIONS AND EXEMPTIONS: 9. funaral Expans.,/Ad.. Coata/Hlsc. Expans.. (Schedule H) (9) 10. Debta/Hortgage Llabiliti../Li.n. ISchadul. I) (10) 11. Total Deduction. 12. Het Valu. of T.K Return 13. Charit.ble/Covarn..ntal a.qu..t. ISch.dul. J) 14. Het Valu. of E.t.t. Subject to T.K I CHANGED .00 .00 .00 1.514.85 133.385.30 .00 .00 1&1 18,181.80 2.896.52 1111 1121 1131 1141 t...I,,''''''I''..61 ALICE HOTEl To in.ur. proper cr.dH to your acCOW'lt, .ubeit the upper portion of thia fore with your t.x payaent. 134.900.15 ?1.0RO 3? 113.819.83 .00 113,819.63 NOTE: 14, 15 and/or 16, 17 and 18 will roturns assossod to dato. If an assossmont was issuod proviouslY, linos reflect figures that includo the total of ahh ASSESSMENT OF TAX: 15. A.ount of Lin. 14 .t Spou..l 16. Amount of Lin. 14 t..abl. at 17. Aeount of Lina 14 taKable .t lB. Principal TaK Du. rat. Linaal/Cl... A rat. Coll.taral/Cl... 8 rat. I1Sl 1161 (171 TAX CREDITS: PAYHENT DATE 01-31-96 08-13-96 RECEIPT HUHBER AA082565 AA146622 DISCDUNT It I INTEREST I-I 736.84 .58- .00 X .00. .00 X .06. 113,619.83 X .15. 11&1 AHOUNT PAID 14,000.00 2,336.13 INTEREST IS CHARGED FROM 08-14-96 TO 11-19-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 17.072.97 17.072.97 17,072.39 .58 .01 .59 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYHEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS.l i ;), " ':::, ()O RESERVATION. E.t.ta. of decedent. dvlnG on Dr be'ar. o.c..o.r 12, "" .. If ~y lutu,.. Int.,...t In t~ I...t. I. tren.f.rr~ In po.....lon or ..,JOy...,t to elln . Ccoll.t.,..U IMMflcbr.I' of the dKlldent .ft.r thli I.plrlllon of MY I...t. for' 11'. or for y..t., the c~lth hereby IKP""'.V r...rv.. the right to ~r.I.. Bnd ...... tren"'" Jnhlrlt~. T.... _t the l~ful el... . Ccolll',r,l) r.t. on any ~ lutur. Int.r..t. _OF MOnet, To fulfill thtl r~lt....,t. of S-.:tlon 2140 of the InhlrltWW:1 WMt E.t.t. 181i1 Act, Act ZZ of ."1. 1Z P,S. Section 214D. PAYMENT I Det.ch the top portion of thl. Notlel and .~lt with your ply..nt to the RlgSI,.r of Willi printed on the r.v.r.. .Ide. ."Hekl check or HMY ordtr pIYMlh tOI REGISTER OF MILLS, AGENT All p'w-ent. r.c.lv.d ,hell fir.' bl epplled to MY Int.r..t which ..y b. due .Ith any ,....Ind.r ~11.d to the t... REFUND (CA)I A r.'U1d of . hx crMllt, which .... not r~.tMl on the Ta. A.turn, "'I be r.qu..ted by c~l.tI", ... "Appllc.tlon for R.ft.nd of Penn.ylvlII'Il. InherltMC. and E.t.t. tax" IREV-UU). Appllc.tlon. .r. av.Uabl. at the Offlc. of the Aqht.r of WUh, ....y of the Z5 R.venue Dhtrlct Offlc.., or by caUlna the .peclal Z4-hour .....werlna ..rvlc. ~r. for for.. or~rlngl In Penn.ylvenl. l-aOO-S6Z-2050, out.lo. Penn.ylvanl. ~ within IDeal H.rr!lbUrg ar.. 17171 787-1094, TOOl (717) 772-2252 IH..rlna IIlP.lnd Only). OIJ[CUDHSI Any p.rh In Inter..t not .athflMl with the eppr.I...."t, .UCHolBnCI or dl..UCHolMC. of dtlducUon., or ........"t of ta. Ilncludlna dl.count or Int.r..t) .. ahown on thl. Notlcl .u.t object within .I.ty 160>> da.,. of raealpt of thh Notlc. byl --wrlttan prot..t to t~ PA o.partaant of A.v~, ao.rd of Appeal., Dept, zal021, H.rrlabura, PA 1712a-l02l, OR --.lKUon to have the ..tt.r ~hrelnad .t IMJdIt of the accOU'\t of the perlonal rllflr..antaUv., OR --appeal to the Drphan.- Court. AIJtUN ISTRATIVE CORRECTIONS I Factu.l .rror. dl.cov.r.d on thl. .......ent shoUld ba .odr....d In writing tal PA D.p.rteent of A.venue, Iu,..... of Indlvldu.l T...., AUNI Po.t A.......,t A.vl... unit, Dept, 280601, ttllrrhburg, PA 17121-0601 Phone (117) 717-6505, 5.. page 5 of the beakl.t "In.tructlon. for Inherltancl Ta. A.turn for a R..ldent Decadent" IREY"150n 'or IIfl a.,..lMltlon 0' tKtalnl.tntlvaly correctabla .rrOrl, If ...., ta. dul II p.ld within thr.. (5) calendar ~th. .ftar the d.cadent'. d.ath, . flv. p.rcent ISle) dhcO\l'lt of the ta. p.ld 1. allow.d. DISCOUNT I PENALTVI The ISle ta. .-na.ty non-p.rtlclpatlon penalty I. coaput.ct on the total of the ta. end Int.r..t ......act, .net not paid bafor. January II, 1996, the flr.t d.y .ft.r the and of the t.. .-ne.ty period. Thl. non-p.rtlclp.tlon penalty Is appealabl. In the .... .ann.r end In the ttM ._ U.. period .. you would IIppeII the tu and Intar..t that he. baen .......d a. Indlc.t.d on thl, notlc.. INTEREST I Int.r..t Is cn.rgad beglnnlna with first day of dlillnquency, Dr nln- (9) .unth. and one II) d.y frM! the data of ~th, to the det. of p.yaant. T.... which bee... delinquent befor. J~ry 1, 1,8Z be.r Int.r..t .t the r.t. of .1. 16X) parcent p.r ~ c.lculatld .t . dellr r.t. of ,000164. All t.... which bee... ~llnquent on and .ft.r January 1, 1911 will ba.r Intlr..t at a ratl whlch wlll v.ry froa c.lend.r y..r to c.landlr y..r with that ret. ~ed br the PA o.p.rt..nt of A.venue, The appllcabl. Int.r..t ret.. for 1982 through 1996 .r., '!!!!! Int.r..t A.t. D.Uy Int.r..t 'ItCtor !!!r Inter..t Rata D.llv Int.r..t f'lM:to,. 1982 ,n .0OOS4a 1987 OX .000247 198J "X .000"11 19aa.I991 lIX ,000301 I.... In .000301 I'" OX .0001U 19a5 UX .0003~ 1"3-1~ n .00a192 "16 In .000214 1995-1996 OX .000247 --Int.r..t II celcul.t.ct a. followu INTEREST a BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY IHTEEEST FACTOR --Any NoUc. I..uad aUer the tex becoaa. all"..uant will "UKt ... Intlr..t calcul.tlon to f1ft.... (15) days berond the dIItl of tM ........,t. If p..,..nt Is lIacM after the Int.r..t cEMIPUtat10n data thown on the Notice, addltlon.1 Inhrnt ....t be c.lcul.ted, w:' ' , :.k~.:~t:." . ,; , ,.00.- _. ~'':;_;' .~-. ,',-.:- . lm~\y :-;:;:,;.';;"': .:-.' ~1~ii'~ ,/~~""l?}').'~,:,~\tJi~::' ~:~t: ."~'.' :'~t:~~' r".,- e -.,..,- "'--\:. '.' .1~-'1,,-,t.L ~.~ ",., ...... ''<',' '>~.- -,')," ,:'::~:.~:i _~,.-Ci. ~'.:'. ~-:/'~~~_::~.}}/<>~~i i~!/~ !~'(- ~ _ . .;o-'~', . ~ ~ w:::~??-r ~, :k~},': ,~if-;,:::~i ;~,:,,/" ~,~;,;&u;- "~~-~';f!i, ',-i::.f::.' " , , ~~ ','. , r.j" ", . ~, 1: ""'0 t: !l.1: . CD CD li-'",!1! ej :Ii.Ii. J . ~". ~.:~:. , ~ , - ~,''-: . .' -':, i i. wJ I '15" 1'"1 ~ I~~s f5ftCl)~ l t J lll;=. ..I.....~.. ~.{.~...!l ~ ~ s f r~ il -"" ell ~l "';;: ~lld! Ii i . j.giS~~lii w' '.' .1!~~oc . C'ii-at; ._.::2 '"t;i3 li:;;m ," ;-, i:':~" ''', .\-:,~. " " ."- .. ~.' " '~',-."::' . .~:~~;;\,~:,.~. ,- ~.~.' ;": ~ -;..,"',',', , ~,~,~~~',;i~,~";'-~ ,- : -~~'.:V" , .',\', ~~:~':; ;.:; ,'f .;,--,.':,,> _,I "to'.. " ...... -:;;.." "''0. lX~ CD~ -S'15 0.- ~ CO g.~U ol: .. 5. ~f :Sol: ~ ~ . .'-. ':- ."..,. '.-" ,,' 'i-. ,. \> .~:'< '.:f!:{ <'_:~ ~:~: ,'-it-. "~ . .' /. .',""-.-- ',;~ /-f~--<.;' -'", _. H. .~. . . -' .~, "':, ~:~:;,-~~ ,".,.' ". . ~, ... '.-';1-' . :..', '\.' ,~-~-/. , "';; ;'-,( " ':.' - <'C'.;', -:-~'t.- '..; ..< "', .-r.,' t. ,. 'I' . . .. ~J\ ~ '. . ,-,,~ ...,.",..0/; . .{,g:~lt '.>.' >- ~. ';, " .- ",' ::,.,",1,' .' , " "j, , " '-. ~. -,:,,~' : 1. ~-. ~'-~: ('. " '. f IN RE. IN TilE COURT OF COMMON PLEIIS OF CUMBERLl\ND COUNTY, PENNSYLVIINIII ESTATE OF ALICE B. DELP, DECEASED ORPIlI\NS' COURT DIVISION NO. 21-95-884 SCIlEDULE OF PROPOSED DISTRIBUTION combined Balance for Distribution Remaining as Per First and Final Account $ 100.';13.42 Per Item Third of will TO. Ronald L. Brehm 1/14th share. $7,186.67 Jewelry received in kind Cash Distribution TO. TO. TO. TO. $35.00 $7,151. 67 Suann Wickard 1/14th share. $7,186.67 Jewelry received in kind Cash Distribution . $45.00 $7,141.67 Marjorie A. Tanger 1/14th share. $7,186.67 Jewelry received in kind Balance due on Note Cash Distribution $40.00 $1,514.85 $5,631.82 Doris J. Gable 1/14th share. $7,186.67 Jewelry received in kind Cash Distribution $ 10.00 $7,176.67 Mary E. conrad 1/14th share. $7,186.67 Jewelry received in kind cash Distribution $ 50.00 $7,136.67 TO. Marguerite Long 1/6th share. $16,768.90 Cash Distribution $16,768.90 TO. Glenn W. Delp 1/6th share. $16,768.90 Cash Distribution $16,768.90 TO. Merle E. Delp 1/18th share. $5,589.64 Cash Distribution $5,589.64 TO. Arlene Young 1/18th share . $5,589.64 Cash Distribution $5,589.64 TO. Joyce Darhower 1/18th share . $5,589.63 Cash Distribution $5,589.63 TO: Robert Manning 1/14th share . $7,186.68 Cash Distribution $7,186.68 TO: Nancy Cowl Brewer 1/14th share . $7,186.68 Cash Distribution $7,186.68 $ 100.613.42 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above Distribution is proposed in accordance with the Last Will and Testament of Alice B. Delp. l'\/} rJ //1. r;,t. (\-1:"\. . RONALD L. BREHM ,0 ~l J:..:J-1..C'./<~,.-- ACKNOWLIlDGMIlNT COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND I, RONALD L. BREHM, being duly sworn according to law, that the facts set forth in the Statement of the Reasons for Distribution are true and correct. depose and say the Proposed Sworn and subscribed to I?CJl (/I.{,,(( L, -O'r.~...... RONALD L. BREHM '/1 'J... before me this {./ I day of JJf:.(rn,!:Rr SL CC~-fo~' Not r ic NOTARlAl'sfAl'"""- SHEllY O. SEXTOtl,II0TARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26. 1999 Mumbol, f'1lnnsylvanla Assoclallon of Notallus , 1996. I.ART \1.Il.)~~!!!)_T.r5.T,~l.E.I!.I ,.. 1. At.ICI: II. tlEl.r. of the TmlH1ihlp cd ~;nllrh Hld(lIf!CCln. r.llrnlll'rI:wd COllnty. I'cnnt4)'t van 1.:\ , t1t~("lflrll lhl6 illlltntr:I'lll (11 Ill- l~.\' L1HI Will .IIHI Tl!Ht:lml!nl, In m.lllner nnd form follo\/lor,: FIRST. I hcreby c.pro.sly rcvoke nIl 11111. nnd Codlrlln herotoforo mnd. by mc. Sf.COlm. I horcby dlroct my f.,oclltor to p.y .11 my JII.t dobts, runoral nnd adm1nhtrntlvo oxpanDed out of my "nlntn 118 800n liS practicablo aCtor my death. nlIRD. dovtfln nnd bC!queAth tho refl'll,lncll'r or my ostate as fnllows: 1. One-haIr (1/2)ther.or a. rollow", (a) One-thIrd (l/Jrd) or .nid on.-half to my sister-In-Inll, Harguartto Lone. ur Pillsburg, rcnnuylvnnin. (b) One-third (l/3rd) of ""III ""I'-hnlr to ny hrothr.r..(n..lnw, Ch'nn ~r. Oe1p. of GnrdncfR, R. P. 2. P('nn!;ylv;anln. (c) One-thIrd (l/Jrd) of s.ld ono-h.,1f to tho chtldr.n of my d.censed brothcr-in':'lnw, Rnlph L. Oolp, h cqunl Rh/lrOS, namely. Arlene Young, .Joyce norholler and Horle Oelp. I I t I 2. The 'romaining ono-hnlf 0/2) theroof to my ntoces nnd nephews, narnl.'ly, Robert Hanning I Nancy Cowl, H.'\r jnr 10 Tangor, Nary Conrad. Dorh Gable I SUllO" " Wickard nnd Ronald Brahm, inaqual nhnrc8 or their 1H8UO and if any of Enid niecoR or nephows nrc thon doccnRcd without {snuo, then to tho othor said nlOCQH nnd ncphcwA Qr their lutJllr. I.MiTl.Y. t nomJnntu, ctlntiLUlj' nnll .1PI'Olnl In orl.Jor of IJu'(orunt;f" Flrtlt, !lOl1ry I.. Stuart; and Secondly, "',1rlnl!l'lI TruIIl t:nttlpnn}', Carllt:lJo. l'cnnsyhf.1nlll, ilH E~(~I~lll"r of thin my l",u will unci 1I"llilr.lt!nt. 111 IIITIlf.SS r.Z;/,,J ""HEREOF, 1 have llcrcllntn {Ict my hand '1, ond Deol this ~~ny of , 1986. {2.&...>_ r.: (Sf.ALl ',.', Alu..;J, , J Signed, Healed, plIblinhod and dcclurf.'d b}' thl' above named Testiltrix, Alice B. Pelp, 0\8 .1nd (or hor Lnst W11l lInd Tt.tilllm~nt, in our presence, \/ho. in her presonce, at hcrruqllcst nnd tn du..- prORunr.e of "neh olhnr, hnvo hereunto subscribed our nnr.\en aN nllcuting \/1tn0:1800.- ,\ , , " '..:{;/v,;:/7., ..~X , . " . ". 4:4-c.-U.{.. ..___-#._...:J_j:1~~'!. .' CODICIL . /1, ALICE B. DELP, hereby odd this Codicil to my Last Will and Tostamont doted April 17, 1986. I hereby deleto any nnd .11 Items that I may havo in my u111 relatlnn to persons 1 representative(s) end heraby substituta the following. 1 nominate, constituto and ol'lloint in ordur of preferenco, Firat. my nephew, Ronald Brehm, and Secondly, Honry L. Stuartl And Thirdly, farmer. Tru8t Company, Carli.le, Pennsylvania, 48 Executor ot this my IOBt will nnd teatament. In ell other respects I heroby ratify and confirm my said will. Deted ,~ .~ /3-'198f O~;, 6 I~' . -'\. , WITNESSES/, . . . ' ~~,%~ ~~,... ,I'! .1,,;, ,.#.:7'~ " ;.; ;,,- ,'L , . J "f>...--....;::~.f_ "'~, .~,;~.-.'...,....-. IN RE: IN TilE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ALICE B. DELP, DECEASED ORPHANS' COURT DIVISION NO. 21-95-684 FIRST AND FINAL ACCOUNT OF RONALD L. BREIlM, EXECUTOR OF TilE ESTATE OF ALICE B. DELP, LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY PENNSYLVANIA, DECEASED Date of Death: Letters Granted: Advertisement of Letters: November 12, 1995 November 27, 1995 The Sentinel - December 5, 12 and 19, 1995 Cumberland I.aw Journal - December 6, 15, and 22, 1995 Account Stated as Final SUMMARY & INDEX PRINCIPAL Pace No. Receipts 2,3 Less Disbursements 3,4 Balance Before Distributions Distributions to Beneficiaries 4 principal Balance Remaining $133,875.96 - 37.256.70 $ 96,619.26 0.00 $ 96,619.26 INCOME Pace No. Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance Remaining 4 4 $ 3,994.16 0.00 $ 3,994.16 0.00 4 $ 3.994.16 COMBINED BALANCE REMAINING $ 100,613.42 RECEIPTS OF PRINCIPAL (Value as of Date of Receipt unless otherwise indicated) Tanaible Personal Prooertv: 1. 1990 Plymouth Acclaim automobile $5,500.00 2. Household items and furniture sold at public sale - net of auctioneer's expenses $6,846.86 3. Miscellaneous jewelry $180.00 ~: 1. Cash $102.35 2. Checking account No: 5-25707 - Farmers Trust Co. $5,090.49 3. Certificate of Deposit No. 106669 - Farmers Trust Co. $23,000.00 4. Certificate of Deposit No. 17-58-234407 - Harris savings Bank $42,018.57 5. Certificate of Deposit No. 3064061256 - Meridian Bank $9,998.79 6. Certificate of Deposit No. 3064063559 - Harris savings Bank $10,022.65 7. Savings Account No: 8264540101 - Meridian Bank $8,640.53 6. Integon Life Insurance Corp. - Annuity contract repayment $20,216.02 9. Prudential - AARP health ins. payment $16.10 10. Medicare payment $64.42 11. Meridian Bank - Interest payment dated 11/11/95 $37.45 12. Harris Savings Bank - interest payment dated 10/31/95 $158.74 13. Christian Science Publishing Society - refund $55.53 14. Christian Science Publishing Society - refund $80.39 15. ~ote from Marjorie A. Tanger dated 1/15/93. Balance due at date of death $1,514.85 2 '. 16. 17. 16. ~ 11/30 11/30 11/30 11/30 11/30 12/1 12/11 12/11 12/14 12/26 .lll6. 1/4 1/4 1/4 1/6 1/18 1/27 1/27 1/29 1/29 1/29 1/29 1/29 1/29 1/31 2/8 2/8 Aetna - car insurance refund Cumberland Crossings - refund Aetna - homeowners insurance refund TOTAL RECEIPTS OF PRINCIPAL DISBURSEMENTS OF PRINCIPAL Andrews & Johnson--Reimbursement for probate and costs advanced Delores Brehm - reimbursement for grave opening fee advanced Margaret Myers - Christian Science Treatment Services United of PA - phone bill Care Apothecary - prescriptions TyARA, Inc. - December rent Cumberland Crossings - Nursing Home bill Hoffman-Roth Funeral Home - funeral expense Met Ed - Electric bill United of PA - phone bill TyARA, Inc. - January rent The Sentinel - Estate Advertisement Cumberland Law Journal - Estate Advertisement Care Apothecary - prescriptions Met Ed - Electric bill West Pennsboro Fire Co. - rental West Pennsboro Fire Co. - meal expense for sale Frank & Sue Wickard - sale help Richard Magee - sale help Evelyn Manning - sale help Ken Brehm - sale help Marjorie Tanger - sale help Walter & Mary Conrad - sale help Register of Wills, Agent - payment on account of PA Inheritance taxes Met Ed - Electric bill Andrews & Johnson Attys - partial attorney's fees 3 $106.00 $179.00 $45.00 $ 133.875.96 $239.50 $675.00 $50.00 $25.68 $306.78 $375.00 $2,335.03 $4,363.00 $148.90 $25.68 $375.00 $65.46 $40.00 $32.13 $219.27 $65.00 $29.50 $212.00 $120.00 $108.00 $52.00 $32.00 $250.00 $14,000.00 $73.86 $1,785.00 . . 2/21 3/22 8/13 United of PA - Phone bill Joyce Palm - tax preparation Register of Wills, Agent - balance of PA Inheritance Taxes Register of Wills, Agent - Inheritance Tax Return filing fee $16.76 $15.00 8/13 $2,336.13 Reserved, $15.00 Ronald L. Brehm - Executors commission Andrews & Johnson--Balance of Attorneys Fees and costs advanced Internal Revenue Service - 1996 Fiduciary Income Tax (Est.) Accounting Fees, preparation of Fiduciary Income Tax Returns Closing & Filing Fees $5,000.00 $1,550.00 $1,500.00 $350.00 5450.00 TOTAL DISBURSEMENTS OF PRINCIPAL $37.25fi.70 DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES $ 0.00 RECEIPTS OF INCOME 1. Interest earned on Certificates of Deposit from 11/12/95 to 12/4/96 $3,327.88 2. Interest earned on Estate Checking Account from 11/12/95 to 11/26/96 $ 666.28 TOTAL RECEIPTS OF INCOME S3.994.16 DISBURSEMENTS OF INCOME TO BENEFICIARIES TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $0.00 !} 'A ,1" L '; \ 0) L{1J~t!. RONALD L. BREHM ;') /) ,_)/U.2.~ 4 u STATUS REPORT UNDER RULE 6.12 Name of Decedent: AI.JC g Date of Death: Ipt.I'I.r I Will No. /99'>- tJo ,IIi' ,6, tJet./l 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 estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes)( No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state 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 Cerk of the Orphans' Court and may be attached to this re ort. Date: Idhpt I ignature .t(tv1cVd C, '.E~JtJ'~ Name (Please type or print) ?tf uJ, ~we~.r;f, Address CoP IJ '.I //? '70/~ ( ?IT, .2'13 -(JIZ.:! Te I. No. Capacity: Personal Representative )( Counsel for personal representative (MAH: rmf/ AM3)