HomeMy WebLinkAbout96-00057
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No 21 - 96 - 57
.
Ealale of
MARY K. nRUMnnUWI
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 23. 19....1i.., In consideration of {he petillon on
(he reverse side hereof, satlsfaclory proof having been presenled before me,
IT IS DECREED lhat lhc Inslrument(s) dated FEBRUARY 25, 1970
described therein be admitted to pro bale and filed of record as the last will of
Marv K. Brumbauqh
and Letters
are hereby granted to
Emorv E. Brumbauqh
FEES
Probale, Letters, Etc. ......... S 50.00
Short Certlficates( 2) '" .. .. '" S 6.00
Renunciation ................ S
JCP S 5.00
TOTAL _ S 61.00
Filed ..... .~~N,~I\~Y. ,~~.. J.m..........
711!1Uf ~ ,t~;.:':7 ~I:'fl. (JJ1;fh~ '
() MARY C. LEWIS
lblM-f'c, tJ hL /}/L'A a::.~c7
.
AlTORNEY (Sup, Cr. I,D, No,)
If) 4/ ;,/1/':1/ <:;,
'(I;fa (./..,,_~OORESS ,,;;?J"1 /7t', S
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Called attorney on 1-23-96.
.......
.
LAST WILL
I, NARY K. BRUMBAUGH, of South Middleton Township,
Cumberland County, Pennsylvania, declare this to be my
Last Will and revoke any Wills previously made by me.
1. I devise and bequeath all of the residue of my estate,
of whatever nature or wherever situate, to my husband, Emory R.
Brumbaugh.
II. In the event my husband does not survive me, I
devise and bequeath said residue of my estate to my son,
Emory E. Brumbaugh, or to his children if he does not survive.
III. I appoint my husband, Emory R. Brumbaugh, to be
Executor of this my Will. In the event he fails to qualify or
ceases to act as said Executor, then I appoint my son, Emory E.
Brumbaugh, to be Executor. I direct that my Executor shall not
be required to file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
thisrs~ay of ~~" 1970.
~AAI'~~"~ ~m"'r4)(SEAL)
The preceding instrument consisting of this one page was on
the date thereof signed, published and declared by Mary K.
Brumbaugh to be her Last Will, in the presence of us,lwho,
at her request, in her presence,
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent I
Mary K. Brumbaugh
January 9, 1996
Date of Death I
Will No.
Admin. No.
96-00057
To the Regislerl
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
1/26/96 I
Name
Emory Brumbaugh
Address
2406 Donlon Rd.
Wilmington, DE 19803
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Datel /- -='(., - 9/.
,
dJ/7" / h//v//de-
---s~gnatu~e -
Name
Frances H. Del Duca
1"'1
10 West High St.
Address
Carlisle, PA 17013
,e,
Telephone ( ) 717-249-1323
Capacity:
Personal Representative
'.'.r.:
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Counsel for personal
representative
/5-79-/tJ C}.
""M'" '''~ ["'""_ tJII.
.--.'1~i~;~~{.~:::",""""..",:i~~i~~~~~~~~i'~I;~:~:;::,:.~'\\'_~O_g~I''''"V
~ IIrulIIlJnugh, Hary K. '['odd Nursing 1I0llle
~ !oeUI moo;,..; i,U;,im" .-. -. "15A1H;I tIII.1I1-'--If>A1tOIl'~1Il--_m 1000 West South St.
" 174-0';-J%9 1/9/% ';/2/06 Carlisle, P^ 17013
_____, ___, _n ,__ _____._ ...__ ,____ _,____.__... (":~'!-Cumbat'land--.---.-,--,-----
~ tXJ I. OriuilHlI <<lO11:111 1-.1 2. Supplaml"nlal Roturn [J 3. R"muindlltf Relul"
:Sg (lor riolll 01 donlh p,br 10 12.13.02:
af IJ ,1. lillli!UJ r.tlr.lf' IJ An. rulUfl!lll\lellllll Comproml,,, [] 5. hderol Esla'. Tax
00 (lor dolo. 01 doalh all" 12.12,021 Rlturn Rlqulrnd
DIal '-') , I
t . 6. Otrodtlnt lJI,tI h..It'la _ _ 7. O.c."dpnl Maintained a Living Tru,' _ A. Tolol Numb" of Sol, O'po&it DOAt.
<( (Moth cOPLal Will) I^"a,h ,apy 01 Tru'll
--,---- ALL CORRU;ONOINCfiiND CONFI!IINrj'AI. .TAXm~ORMATIOH SHOULD liE DIRlCTlO TOt, , . "
~ ~UI.M' l-'r~-:'~-~ -~.' ;;~'~-~)u~~--"-'-'---'--"-"IOM'll1r~~I":~:~I::h S~~'------'-'-
82 Hlf/olioflt IlUioiit. - , , .. -, -- _n -- - - . ---- Car lisle r P^ 17013
,l~I~L=_!\'12;:J.}2"~_==,=-:_=,~~.",~ -'."_u=::'~-=-_-=:'_n_
I. noal Eltoto(S,hodul. Ai { II... ,_'''_m _. __.._..___
2, Slo,ks and Bond. (S,hodule B) I 21 ,_..____u__________
3. Clo.ol, Hlld Slack/Po,tne"hlp In'.,o.t (S,hldule C) (31__
~. Marlgag.. and Nato. Reulyablo (S,hodule 01 I ~I _,______.
5, Ca.h. Bank D.po.lI. & Ml"ollanlau. PI..anal Prapo'ty( 5) ----1!l!llQ R lj
{S,h.dull EI
6, Jaln,ly Owned Property (S,hedule fl
7. Tran.r... (Schodule G)ISchldull II
0, Total Grall Anal. (Iatallin.. 1-7)
9, fun oral Expon.o., Adminlslratlye Ca.". Mi.ullannaul ( 91_J.2.2.fL..51.__
Expen.e. (Schodule HI
10. Dobt., Mortgage lIabililio., lien. ISch.dule II (10) _,
II. Total D.du,"on. (talalline. 9 & 10)
12, Not Value 01 btotelline B minu.lin. 11)
13, Challl.blo und Goyorn.nlnlal Oequ..t, (Schodull JI
____ .I!:..Not VlI~.!. Subj.,t.!.'> Tax Iline 12 minu.line 13)
15, Amount of line 14 lax able 01 6% rate
(Include yalulI !ram S,hedule K or Schodule M,I
16. Amount of line U Inxabl. 01 15% 'ate
(Include yalull !ram Sch.dule K or Schodule M.I
17, Principal lax due (Add lax Iram line 15 and !ram line 16,)
18. C,edill Prior PaYnlenh Oiscou"1
_______ + __.U_,-2.L -
19, lllino 10 Is g,.alo, than linl 17, onte,thl dilleren,e on line 19. This l'lhe OVERPAYMENT.
aD
20. IIlino 17 Is grealer than linl 10. Inlor Ihe dille..nee an line 20, This l"he TAX DUE. (20)
A. Enler thD Inlore.1 on Ihl balance due on line 20A. (20A)
8, En'or the tatul allino 20 and 20A an IIno 20B, This I, Iho BALANCE DUE. 120B)
Mako ChICk Payabll 'a, Rlgl.,or 01 Will., Agln' ,__
fu<-;;i'<2-'_:__,~,__~!t~' S~~'_!.C!ANSWJ~ ALL QU'~~IO~tC?t!.m'.IRSJ SID,!AND-TOllll:HltK MATH...., '~..:i_:::':: '~'<'_~..'f.
Under penultl., 01 pe.jury. I d,ell'llft Iholl have ,ul.omlned Ihls relu,". Including u(cnmpanying sch.dul.. and llar.menls, and to Il,e be'l of my knowl.dg. and h'!lI,f,
1111 true, umeel nnd IOlflJllern. I d.,da'ft 1111I1 011 fra1 e,lalft IluI bllen repollpd allrulI mal~." .,alu". Dtldurolion of prepare' olher rhan 1118 penonal rapr'IIIntoll..., h
baled on alllnfo,malion of which plnpOlnr hal an)' ~nowledg..
IJO!l1JiiRCO'. m!ill<iiJj.flmmll1ljn'lIfjij'J)'Uijf'--'Ali5ml , ----;-- ~----_.
''''~lilo'' f. f,))llmll1f/dC, . . .1y!'t. /.~J:t" l;/ IAdr ",,1:.',..J1c !fJUf .'1 -c;-'l?
.tUI~l lllfAlI. nmn 1I.Ai, ,{f~~!iH'''V! ---, '^Ii!il&' 5'1.1.
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( 7) _____
14470.85
( 8) _
(11) ___-32.9.6-.51
(12) 11174.28
(131___
1141
(151 _....11_13 4.78
:u.J.L~,-~!L
670.46
)( ,06..
(16)_______
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636.93
(18)
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Check here If you arc rtoquelllng 0 rblund of you, ava,paymcnl.
636.93
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mlU"OF
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COMMONWIAlIH O' '(NNIYlVAN1A
INHIIIIAHCI lAX OIU'N
'(lIDIHf OICIDINf
Mar K. Brumbaugh
ITEM
NUM8ER
A. Funeral Ellp.nl..1
B.
4.
C,
1.
2.
3.
4.
5.
6.
7.
9.
I.
.
.... -~,-
l SCHEDULE H l
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES _ PI.a.. Print ar Typ.
IU"RUMlllR
1996-00057
DESCRIPTION
AMOUNT
Carlisle Memorial Service - hcadstone
lettering
436.72
70.00
115.20
255.00
Westminster Cemetery
Funeral lunch
Admlnlllrollva Caltl!
Perlonal Repr.senlall.. Commissions
Social Security Number 01 Personol Represenlallve:
Year CommissIons paId
Allorney Fees
Frances II. Del Duca
family Ellempllon
Clolmanl
Address 01 Clalmanl al decedenl'l dealh
slreel Address
Clly
1.
2.
3.
Probale Fees
MI.cellan,oul Exp.nl'"
600.00
Relollonshlp
slale
Zip Code
61.00
Motel - 2 nights
Wilmington to Carlisle - 2 trips - 450 miles @ .29
Sarah ^. 'I'odd Memoria 1 Home
Reserve for final costs
136.84
130.50
1441. 31
50.00
TOTAL (Also onlor on Iino 9, Rocapltulallon)
S 3296.57
(If more .pac. I. neod.d, In..rt addlllonal .h..t. of .am. II...)
.., -. --.. ,~. ....-.
------- -- -- -- -- -. - - .-. .-.
RECEIVED FROM.
&
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AMOUNT
DEL DUCA FRANCES H
10 W HIGH STREET
101
.b3b.'7<l
CARLISLE, PA 17013
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ESTAT! INfO~ONI
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21-1996-00:57
E Of DECEDENT (lAST)
SSN 174-05-19b'7
(fiRST) (Mil
EJ POSTMARK
CO NTY
CUMBERLAND
E Of DWH
REMARKS
m TOTAL AMOUNT PAID
SEAL
EMORY E BRUMBAU"H
C/O FRANCES H lB. OOCA ESJ.
CHECK. :5
.636.93
SK
RECEIVED BY ?Jlru;; ~~.. '..' .')W
MARY C. LEWIS :il; ill>
REGISTER OF WILLS //'" 1-'
I
....:
REGISTER OF WILLS
:
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RIV-1147 IX AfP (12.91*
CDMfOMALfIt Of' POetlYLVAHIA
otP""MlM' or It(Y(NIJ[
IloftAU or IHOIVIDUAL 'UU
DIP'. '....1
HAlRIIIUIG. PI 111la."ll
ACN 101
NOTICE or INHEKITANCE TAX
APPKAISEHENT. ALLOWANCE OK OISALLOWANCE
or DEDUCTIONS AND ASSESSHENT or TAX
DATI 06-10-96
FILE NO.
COUNTY
CUHBERLAND
DATI Of DIATH 01-09-96
NOTE. TO INSUKE PKOPEK CKEDIT TO YOUK ACCOUNT, SU8HIT THE UPPEK POKTION or THIS rOKH WITH YOUK TAX
PAYHENT TO THE KEGISTU or WILLS. HAXE CHECK PAYABlE TO "KEGISTU or WILLS, AGENT"
REMIT PAYMENT TO:
FRANCES H DEL DUCA
10 W HIGH ST
CARLISLE PA 17013-1060
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt H..ittad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiili:iii4""i"Ex-"j:jturlZ:9Srilri'ficEuOj:-YtiHEiiifAiiCE-YAx-jiPPRjiiSEHiili'";-"i.i"OWAiicnili-muumu--u
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BRUHBAUGH HARY K FILE NO. 21 96-0057 ACN 101 DATI 06-10-96
TAX KETUKH WAS, (X) ACCEPTED AS FILED
I ) CHANCED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. K..l E.t.t. ISchedul. AI !ll
2. Stock. _ 8ond. ISchedul. 8) (2)
s. Clo..ly Hold Stock/P.rtnerlhlp Int.r..t ISchedul. CI 151
4. Hortgog../Not.. K.c.lyobl. ISchedul. 01 141
5. C.sh/Bank Depollt,/Hllc. Perlonel Property (Schedule E) (51
6. Jointly Owned Prop.rty (Schedul. FI 161
7. Tron.f.r. (Schedul. C) 171
8. Tot.l A...t.
.00
.00
.00
.00
14.470.85
.00
.00
(8)
14,470.85
APPROVED DEDUCTIONS AND EXEHPTIONSI
9. Funeral EKPen.../A~. COlta/HI.c. Expen... (Schedule H)
10. D.bt./Hortgog. Llobllltl../LI.n. ISch.dul. I)
11. Tot.l D.ductlon.
12. N.t V.lue of TIX R.turn
13. Charitable/Govern..nt.1 aeque,t. (Schedule J)
14. Not V.lue of E.t.t. SUbjoct to T..
NOTEI
191
1101
3,296.57
.00
1111
(12)
1151
1141
:1,'96 ~7
11,174.28
.00
11,174.28
If an assessBent was issuad previOUSlY, linas 14, 15 and/or 16, 17 and lB will
reflect figures that include thB total of ALL returns assessed to date.
ASSESSHENT OF TAXI
IS. Aoount of Line 14 .t Spou..l r.t. 1151
16. Aoount of Line 14 t..obl. .t Lln..l/Cl... A r.t. 1161
17. Aoount of Line 14 taxabl. .t Coll.t.r.l/Cl... 8 r.t. 1171
18. Prlnclp.l T.. Du.
.00 X, 00.
11.174.28 x .06.
.00 x .15.
1111
.00
670.46
.00
670.46
TAX CREDITS I
PAYHENT
DATE
03-13-96
DISCOUNT l+ I
INTEREST I-I
33.52
RECEIPT
NUH8ER
AA112608
AHOUNT PAID
636.93
PAYHENT MUST BE MADE BY 10-10-96-,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
670.45
.01
.00
.01
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEKEST.
I IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIREO.
IF TOTAL OUE IS REFLECTEO AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOK INSTRUCTIONS. I
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RESERVATION. Elt,t.. af decedent, dylnt on or before Dec.-ber 12, "11 .. .f eny future lnt.r..t In ~ ..t.t. I, tr~.f.rred
In pa.....lon Dr enJo~t to Cl,.. . (coll,t.,..) beneflcl.rl.. of the decedent .ft,r the expiration of eny I.t.t. for
11', or for ,..rt, the C~lth her~y ..pr"ll, r'''tv.. the right to ."r.l,. ~ ...... trent'.r I~rlt~. T....
It the l~ful Cl... . (coll_t,r.l) r.t. on en, such future Int.r..t.
PUlPOSE '"
NOTICE I To fulfill the r-.,lreMntl of Section 2140 of the lm.rltWICI Md Elt,t, h. Act, Act U of I"'. 72 P.S.
Section 2140.
PAvtENTI DIItKh the top portion of thh Notle. Md suMlt with your PIYMnt to the Regilt" of WU" printed on ,hI rever.. side.
-..... check or -v order p,ntll. tOI REGISTER OF MILLS, AGENT
AU p.pen" rec:,I_ .11 flr.t H epp11ee1 to en, lnterut .....Ich ..., be due ..Ith M' ,...Inder eppUecI to the tax.
RU\IID (CAli A rthnd of . tu credit, .....Ich .... not reque.t~ on the h. Rdurn, MY H reque,t~ by COlllpllUng en .ApplluUon
for Rafund of Pennsylv8n11 l~rlt~1 ~ E.t.ta Tax" (REV-ISIS). Application. .ra Iv.ll~l. .t ~ Dffl~
af the R..I,tar of Will" eny of the 2S Ravenue DI.trlct Dfflca., or by calling the .peclal 24-hour
......rl"' ..rvlca ~r. for for.. orderlngl In Pann'Ylvenl' 1-800-162-2050, DUt.l~ p.nnavlv.nl. ~
within local Harrisburg .ra. (717) 7'7-1094, TDDt (717) 712-2252 CKIarlng I.,alred Only).
DlJECTlONSI Any party In Intarllt not .atlsfled with the Ipprah..."t, allowanc. or dl..ll....-.c. of deduoUon., or .....lHnt
of ta. (Including dl.count or Inter..t) .. shown on thl. Hatlc. .u.t object within ,I.ty (60J day. of rec.lpt of
this MoUe. byl
nvrltt... prot.st to 1M PA o..rtMnt of Revenue, Ia.rd of Appe.ls, o.pt. tl1021, Harrisburg, PA 17121-1021, OR
n.leoUon to heYI the ..U.r dellr.lnect .t audit of the eccount of the perlONl reprnentlUve, OR
n.....l to the Drphen,' Court.
AIIIUN
IITRATlIIE
COItAECT IONS I
flJC:tuIIl .rrors dlscov.red on thl, ........,t should bII Mklr...~ In wrlUng tOI PA o..rt..,t of Revenue,
lureeu of Individual ".'" ATTNI Po.t A....llent R.vl... unit, Dept. 210'01, Harrisburg, PA 17121.0'01
Phone (717) 7'7-'505. See P'" 3 of the bookl.t "In.tructlon. for Inhlrlt~. Ta. A.turn for. R..ldent
Decedent. (REV-1S01) for In 'kPI~tlon of ~lnl'tr.tlv.IY corr.etlble error..
~ISCOUNTI
If MY tax due II "Id within thr.. (3) celendlir Mnth, after the decHlnt'. dleth, a flvI parc...t (5%) dllCOY"lt of
the tax peld II allowed.
PENALTY I
1hII 15% tax ....ty non-PlrUclp.Uon penel ty I. ~ted an the tot.l of the tall ... Inllre.t .....nd, ... not
p.ld bIIfore Jenulry 11, 1"', the first day .ftu the end of the ta. .-,.lty period. Thll non-Plrtlel,.Uon
peMlly II 1PPMlllbla In the ... ..rvMr end In the the ... U.. period n you lfOUld .....1 the t.. ~ Intarnt
that has bMn .....sed .. Indlc.tad on thll noUCI.
INTERfITI
Intarnt I' charted beIIlnnlng ..Ith first dn of delinquency, or nine (tJ MJnth. end one (1) day fr.. the date of
dletl'l, to the dati of ,.~t. T.... which bac-. dellnquent bafora Jlruary 1, 1912 balr Int.r..t .t the r.t. of
.be (6%) Plrc...t par .-n". c.lcul.ted .t . dally rail of .000164. All ..... which bee... delinquent on end .,tar
January 1, 1'12 will bII.r Int.r..t .t . r.ta which will v.ry fr.. c.lendar yaar to calendar ya.r with that rat.
announced by thl PA DIP.rt....t of Revenue. The eppllcllbla Intar..t ratll far 1912 thrOUGh 1'" aral
'!!!! Int.,.." A.ta D.lly Intara.t Factor !!!! Int.r..t A.t. D.llv Inta,...t factor
1912 ZOX .100S4I 1917 'X .000247
1915 IU .000451 1'11-1"1 IIX .000501
19" IIX .000501 199. 'X .000247
1'15 ISX .000556 1"5-1"" n .0001'2
I'" I'X .000274 1"5'"1996 OX .000247
ulntarllt I. cllcul.tad .. fol1ow'l
INTEREST . BALANCE OF TAX UNPAID X HURBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlca I.~ .ftar the t.. bee.... delinquent will raflact an Intara.t calculation to flft"" (is) day.
beyond thl d.ta of thl .........,t. If p.yant Is .Ida .ftar the Int.rllt CCMIPUt.Uon cIat. shown on the
Notlc., add I Uonal Int.rllt .u.t H calculatltd.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mary K. Brumbauqh
Date of Deathl January 9, 1996
Will No.
Admin. No.
96-00057
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 x 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. I is Yes, state the following:
a. Did the personal r~sentative 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 report.
Date:
:J. - '} 7-rJl
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". S.!gna toure
Frances H. Del Duca
Name (Please type or print)
10 West High st., Carlisle, PA 17013
Address
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Personal Representative
x Counsel for personal
representative
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JRD/Juno 30, 1992/17858
REGISTER OF WILLS
Cumberland County Courlhouse
One Courlhouse Square
Carlisle, PA 17013
NOTICE PURSUANI' TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: FUANCES H. DEI.DUCA. ESO..
RE: Estate or MARY K. BRUMBAUGH , Deceased, Late or
CARLISLE BOROUGH
Eslate No.: 21-96-0057
Dato or Dec:edent's Death: 1-9 -96
Pursuant to Rulo 6.12, the above named personal representative or the above named attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, Is required to file wilh 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 Is to advise
you that unless the requisito Status Report is filed with the Register of Wills or Cleric. of tho Orphans'
Court, IS Ippropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to DOtify tho, Orphans' Court Division, Court of Common Pleas of su~ de)lnquency and to
request that IIld Court J:Onduct a hcaring to determine whether sanctions should beJmposed upon tho
dellnquCllt peaonaI: ~tatlve and the delinquent personal ~esentativo's '~unsel, if any.
AccordiDgly, If tho reqUISite Status Report Is not filed by 3 - 6 ,'19~,"you are hereby
advised that a request.wiIl be submitted to the Court in accordance with Rulo 6.12.
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Date:
2-26-98
Distribution to Estato' File
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