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.)
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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, ~
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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/((,
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(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
/'
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10 Ihe besl of _ kllowledge IIl1d beller.
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Sworn 10 or affirmed Bl)d~ubseribed before
/"
me this . dll)' of
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l/eMisler
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(Address)
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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~
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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)
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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
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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
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UU.AR1M( W 01 III V(t~U(
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.._ IlA_'!.RI!r~_URGl..!,A 1111~_o.~1
0((101"1'. r4AMIIIA~ . II'. . AI~U MIOOlllUlllAll
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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
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Ronald E. Jo.hnson,
I(UPHONI "UMIII
Esq.
111
121
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(41
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(6)
171
1.514.85
133,385.30
( 0 I .J.J!L.. 900. 1 5
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n3-lll23
(91
1101
18.181.80
2,898.52
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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
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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
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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
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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.-
,\
,
, "
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, . " . ". 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
,~
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WITNESSES/, . . . '
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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)