HomeMy WebLinkAbout96-00267
PETITION FOI~ PlmHATE llnd GI~ANT OF I.ETTEHS
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E"HANon A. IlIWST
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Ilegi'ler 01 Will, to, I he
t"o",rry 01 CUI'lIlERlIIND. ill Ih,'
('0111111011\\ l'a!l II of l'l'nn'Y!\'ilnia
Thl' pl".'litioll of till: ulldcr,i~nl'd rl"fH.'Clflllly ICPll"l'lIl\ that:
Your !ll'titiollCI('), \\ho j'/iHl' IN YCiII\ of a~l' or older allllll.'C\Cl:UIOI'S.
illlhe I,,,tl\ill 01 the ahme de.:,'delll, daled __ ____ June 2U,..
alld ':llllidl(,) ll:rred u __none__.____~__~.__._u.__ _ '__un
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De~endent wa, durnidkd m demh in Cllmbcl'lulld ____. . ___ ("UIlIlIY. I'enn'ylvalli:l. with
h.._c.r _ ,_ ""I farnily ur p,indpal re,id""~e m _______m__glllrc!u:>La~lIJlom.!!.J__.
aon North Hallovcr Strcc.~LCurlislc.J~!\-17l!U_(!'otorJhJ\ljddlct.on_'Lo1'lnsJJip)_
lhq \lrl.'l.'l, lHllnhL'f illlllllllllh:ilMIIIH
De.:elllklll. Ihell __~..____ yea" ul :lge, died _____J\:I!ll'~llJlIL__,_. 19 96__,
:l1_~~J!l!r_clJ of GQP.-lI()J!lc,j::url1~LcL"-q. ____________~__________.
E.\l,'l'pl ", follows. decedcnl did 1I0ll11arry, wa\ nol dinm.:ed ami did lIot tlil\e a dlild born or adopll'd
afler cxeL'lItiol1 of Ihe will offcfl'd for prohatc; Wa\ nOllhl' \'klim of a killing and wa\ nc\'cr iu.ljlllJk.IICd
in""rnpelellt: __.!HLQKl;..!!pUOllS
I)cl'l'ndclIl ill ,k.Hh owned propcrly wilh c,timatcd value, i.I\ 1'0110\\.':
(II lIurnidled ill 1':1.) AllpeNlIIalp"'peny
(If lIul durni.:ikd in I'a.) l'e"llIlalp"'perlY ill l'enll\ylv'lI1ia
(If nOl dUll1idkd in I'a.) I'er","alp"'perty in ("OIlIllY
Value of real c'tatl' ill Pcnn'yl\'ania
,illJatcd a, fulluw"
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WHEREFORE. peliliuner(,) re'peelfully ,eque'I(') Ihe p",hme uf Ihe 1:I,t will (lI1d codicil(,)
pre'ellled herewilh and Ihe gmllt uf lelle" tCSturl)Clltl!!:Y
Ihcron,
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OATH OF PEI~SONAL REPlmSENTATIVE
COMMONWEAI.TII OF I'ENNS\'L\'ANIA
COUNT\' OF CUMBERLAND
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The petitionerb) ahllve-named ,\\car(,) or affi,m(,) Ihat Ihe 'I,nemenl' in the lorcgoing pelilion are
true and l'oncel 10 the hl'...l of Ihc knowlcuge and helief of pClitiol1er(~} and Ihat a, pcr'tll1al rcprcsen-
lalivch) of Ihc ahon' ,kL'cdcnt pCliliollcr(,) will wcll .uld tr~a1y mhnini'lcr the cstatl' according tn law,
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herore met.I~'l1i' -rc-t -l~:r~---~ll) 1~6l or I.. --7-C-i"::;.-~;.c---'J:.~--..L..),...'-'-1 : ;_~.
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tOUMONWEALTHOF PENNSYlVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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I. Eleanor A. Brost
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8lS N. lIanover Street
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26 Circle Driue Carlisle PII. 17013
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LAST \\'11.1. I\NI) TESTM.IENT
OF
ELEANOI{ A, IIIUlST
I. ELEANOI{ A, IIIHlST, \\'1I111\\', 01 Nollh ~llIldkll'II'lil\\'lI\hip (1IIailillgaddrc\\: 1125
NOrlh Ilallovcr SlIl'cl, ^pallllll'lIl .10 I, ('lIllh"', 1"'III1\yll'allia 17(13). CUlllhcrlalll1 COUllty,
I'cllll\ylvnllin, hl'ill!! 01 \I'UtllIUlld ,hSpmllll! 11111111, IlIclllory nllll ulldcNnlldillg. do hcrchy IImkc.
puhli\h IIl1d dcc\nlc Ihts liS 111111101 lilY 1..,,1 Will nlld 'l~slnlllclll hcrchy rcvokillg nlld IIInkillg void
nllY IIl1d 0111 Wilb hy III" UIIIIIY 1II11l' h"I,'llIloll' IlIill"'.
I. I dllCl'IIIIY hl'll'lIli1l1l'llIulIIl'd I:\l'l'lIhll\ III PolY 011101' lilY jU\1 dchls nnd funcral cxpcnscs
ns "Ion IIftcr lilY dl'nlh uS IIIi1Y I", hlllll" l'onlcnicnllo do \II. I dirccllhntall inhcrilnncc, transfcr.
MICCCs\iollllllll C\lall'III\l'S "III.-h IIlny hl' pnYlIhlc on lI.-counlof lilY dcalh shnll hc pnid fromthc
!'c\iduc of lilY l'SllIll'll'l!lIldkss 01 \\'llI'lhl'llhc asscts upon which such IlI~CS arc hascd arc incl~dcd
III lilY plllhnlc cslall'. I,h"'d IhullIIY hll,ly Ill' l'lctllalcd III nccordnncc wllh arnmgcmenls which I
hnvc IIImlc with thc ('ll'lIl1l1ll1n SIIl'II'ly III I'l'lIl1\yll'allin nnd that my ashes be delivcred to lilY
sblcr.ill.lu\\', Erlklll)lIu!!hl'lly. h'l ,hspmal hy hl'r in nccordnnce wilh her understanding of my
wbhc\.
2. Illil'l' 1I111111l'I(IIClllh h. lilY si\ll'r.in.law. Erikn Dougherly. of 26 Circle Drive. Carlisle,
I'cnnsylvnllill 1701.\, till' hU!!l' lIIilllll in lilY hcdlllom nnd Ihe large hrass table lamp in my living
room, my chinll \OIlP IlIlCl'lI, IInd Ihc 111'0 fnllllcd clchings frolll Gcrmany which arc in pewter.
colorcd fnullc\ IInd plcscnlly 11I1II!!in!! illlhc foycr of my apnrtmenl.
3, I givc IInd hCl(uClllh 10 lilY \blCr, 1\lIn Claire Walker, the oil painling of a young woman
which hud hclongcd to 011I" 1II0lhcr which is approximately 4" x 6" in size, my cut.glass wine
dccalltcr, lilY gold dOlllc rillg, IInd Ihc Nippon foolcd bowl with mntching dish and china celery
dish.
.., I givc IInd hCl(ucnth 10 my granddaughlcr, Daniclle Brost Chandler, of 1213 Dixie Trail.
Rnlcigh, Norlh Carolinn 27h07, IllY cnlllco pin, cnmcocarrings. and gold pinky ring wilh ten
diamllllll\,
5, I givc nnd hCljucnlh 10 51. I'ntrick's Romall Cnlholic Church, Marsh Drive. Carlisle.
Pcnllsylvallia. thc MUll of Olle Thousnnd nnd noli llO ..- ($ 1,000,00) --- Dollars to be used for
such purposc or purpo\cs liS \hnll hc dccmcd npproprinte,
6, I give IInd hC1lucnth thc \Iullof Onc Thousnnd nnd noli 00 --- ($1.000.00) --- Dollnrs to
the Cnrlisle Chnplcr of thc ^lIIcricanl{cd Crnss 10 be uscd in its work in Cumberlnnd County for
such purpmc or purpll\c\ 11\ thc Dirccllll\ of Ihe CnrHsle Chnpler shall deem best,
7, I give IInd hCljUclIlh thc \ulllof Onc Thousnnd nnd no/lOO --- ($1.000,00) --- Dollars to
Ihe Disahlcd Alllcricllu VclCl'lln\, ,121') Trindlc Rond, Camp Hill. Pennsylvania 170ll. to be
cxpcnded for wlllk of IhnlolWllli/nlion in I'cnnsylvanin in such IIInnneras ils officers shall deem
hest.
ll. I givc IIIllI hCl(ucnlh Ihc ,,1111 of Fivc Thousnnd nlld 1101100 --- ($5.000.00) --- Dollars 10
thc DircCllll\ of Chulch of (illd Ilolllc,llOI North lIallover Streel. Cnrlisle. Pennsylvania 17013.
10 hc IIllllcd 10 ils "Cnring FUlld", Ihc illCOllle from which is used for the benefit of indigent
rcsidclIl\.
I), Il!iw IIl1d hCljucnlh lomy dnughter-in-Inw. Arlelle Brost. the \um of Ten Thousand and
nllll 00... ($10,000.00) .n Dollars provided she shall surl'ive me hy a period of ninety (90) days.
hili \hlllll" shc fail III \Il \lIrvil'e Ille then the same shall lapse and be included in the residue of my
C\llIlc,
Ill. All III I Ill' rc\I, rcsidue and remainder of my estale. real. personal and mixed and
whl"I'slll"'I'r Ihl' \IIIllC limy he situate. I give, devise and bequeath as follows:
II) Thirty-Iivc (35'i}) percent to my granddaughter. Danielle Brost Chandler. her heirs
IIl1d IISS'!!I", PIIlI'lIk'" \hc \hnll survive me by a period of ninety (90) days. hut should she fail to
\I, Sill l'I\'l~ Illl' IhClllhc \allle \Imll pass to such of her issue as shall survil'e me hy a period of
1I111.'ly II)OI,IIIYs, Ill'r \Iirpc\, hnt if therc he no such issue. the same shall lapse and be added
plllPlllllllllilll'ly Illlhc sharc\ Ilf illY Illhcr gnmdchildrcn. per stirpes:
hI Thllly.fll'c 1.15'k) percenllo my grundson. Steven Drost. his heirs ,md assigns.
IIIIlI'lIlc" h.' shllll slllviw Ille hy a pcriod of ninety (90) days, hut should he fail to so survive IllC
Page I Ilf 2 Pages
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21 - 96 - 267
REGISTER OJ" WILLS 01' CUMBERt AND COUNTY
OATH 01" SUBSCRIBING WITNESS
/ ~./~-l ) f (,'-"-~
. -/
codicil
(each) a subscribing wilness 10 the will p,esented herewilh, (each) being duly qualified according to
law, depose(s) and say(s) Ihat /1.. )'-"--~ ' ~ ---".,~ . present and saw
'. i1fi l
<"_LY~ .
s
lhe lest at ,'cf- ,signlhe same and lhat A ),.~- signed as a witness allhe
request of lestat~ in h~ presence and (in lhe presence of each other) (in the presence of Ihe
other subscribing wilness(es)).
Sworn to or affirmed and subscribed befo,e . , :: , I.. '," I .
me this 27TH day of._ (Name)
ARCH 't 96 _, ~/\ '0 ( _c If; /) Ie. '\ ~
(1 (,;, .',', '_ - T7f!1 (13 '-I.:rtll . IAddress) '-,
'.F" " - III I./.l . i'" \J f
LEWIS ReRisler J - ,. 'I y h,. '--' L" '
C ,I 'r- /,' JNr!!!:.) ( / It (?C'I'')
(Address)
'- REGISTER 01" WILLS OF COUNTY .
'" '. OATH 0.' NON,SUBSCRIBING WITNESS /
. ,/
, /
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(each) a subscriber herelo. (eml) being dul)' qualified according to r: depose(s) and say(s) lhat
"f niliar with Ihe signature of ". ,
,,/codicil
testal_ of (one of the subse,ibin', wilnesses t00e will p,esenled herewilh and
" / codicil
bcl~~I~ signature onlhe will is in the handwriling of
/.......
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know\cds; .o,;d helier.
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thai
to the best of
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.........
Sworn to or affirmed and subserihcd hefore
me this day of
19_
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(Nalll(')
(Acldrt'.I.I)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
m,EANOR A. BROST
Date of Death:
Murch 18, 1996
W ill No.
,\dmin. No.
21-96-267
To the RegisLer:
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 bene f ic iaries 0 [ Lhe above-capLioned estate on
April 19, 1996
Name
Address
Erika Dougherty, 26 Circle Drive, Carlisle, PA 17013
Ann Claire Walker, 7716 Overbrook Drive, Cutlett, VA 22019
St. Patrick's Roman Catholic Church, Marsh Drive, Carlisle, PA 17013
Carlisle Chapter of American Hed Cross, 1710 Ritner Highway, Carlisle, Pa 1701J
Disabled American Veterans, 4219 Trindle Road, Camp Hill, PA 17011
Church of God Home, 801 North Hanover St., CarliSle, PA 17013
Arlette Brost, YWCA, Room 17, Oberlin Road, Raleigh, NC 27605
(contlllued on next page)
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except no exceptions
Date: May 7,
, 1996
n4'~ /...,.
"f
Signature
Name
Hobert M. Frey
5 South Hanover St.
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Arlrlress
CarliSle, PA 17013
Telephone(717) 243-5838
Capac ity: X
Personal Representative
X
Counsel for personal
n'!presentative
July 26
Aug. 27
27
Interest on Estate NOW account
Interest from Wheat First Butcher Singer
Interest on Estate NOW account
TOTAL INCOME RECEIVED
DISBURSEMENTS
Accountants claim credit for the following amounts paid:
1996
Apr. 2
11
18
18
May 9
June 4
14
20
20
July 8
Aug. 1
1
1
Register of Wills, Letters Testamentary and 3 short certificates
PA Department of Revenue, 1995 personal income tax
Church of God Home, balance due
Cumberland Law Journal, advertiisng Letters
Church of God Home, balance due on nursing home core
The Sentinel, advertising Letters
Register of Wills, Pa'. Transfer Inheritance Tax
Register of Wills, filing Pa. Inheritance Tax Return
Register of Wills, 1 short certificate
Register of Wills, additional probate fee
Register of Wills, 1 short certificate
Erika Dougherty, alc Executrix commissions
Frey and Tiley, alc Attorney's fee
Notary Public fee
Erika Dougherty, balance Executrix commissions
Frey and Tiley, balance Attorney's fee
Reserve to file Account
TOTAL DISBURSEMENTS
RECAPITULATION
Total Principal Received
Total Income Received
Total Receipts
Less Total Disbursements
Balance for Distribution
-2-
412.80
166.43
424.54
5,905.66
322.00
48.00
2,151.09
60.00
182.00
78.38
36,951.05
15.00
3.00
35.00
3.00
15,000.00
15,000.00
6.00
2,173.00
2,173.00
11 0.00
74,310.52
475,469.63
5,905.66
481,375.29
- 74,310.52
407,064.77
PROPOSED SCIIEDUI,E OF DISTRIBUTION
BALANCE Fon DISTRIBUTION
407,064.77
TO: St. Patrick's Roman Catholic Church
Marsh Drive
Carlisle, PA 17013
Bequest in Paragraph 5 of Decedent's Will 1,000.00
TO: Carlisle Chapter of AmericBn Red Cross
1710 Ritner Highway
Carlisle, PA 17013
Bequest in Paragraph 6 of Decedent's Will 1,000.00
TO: Disabled American Veterans
4219 Trindle Road
Camp Hill, PA 17011
Bequest in Paragraph 7 of Decedent's Will 1,000.00
TO: Directors of Church of God Home
801 North Hanover Street
Carlisle, P A 17013
Bequest in Paragraph 8 of Decedent's Will 5,000.00
TO: Arlette Brost
YWCA, Room 117, Oberlin Road
Raleigh, NC 27605
Bequest in Paragraph 9 of Decedent's Will 10,000.00
TO: Danlelle Brost Chandler
1213 Dixie Trail
Raleigh, NC 27607
35% of residue of estate of $389,064.77 = $136,172.67
Partial distribution June 20, 1996 35,000.00
Balance for distribution 101,172.67
136,172.67
TO: Melissa Brost, surviving spouse of Steven Brost
who pre-deceased Eleanor A. Brost
5406 Merritt Drive
Raleigh, NC 27606
35% of residue of estate of $389,064.77 = $136,172.67
Partial distribution June 20, 1996 35,000.00
Balance for distribution 101,172.67
136,172.67
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COMMONWIAllH 01 Pltm!lVl'oJANIA
OtPARtMWt 01 R(V(UU(
D(pl 180601
IlARR.~!l'URG._P!,. ~1I ~B_O~)()I
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G
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR DATlSOF DIATH AnlR 12/31/9\ CHICK HIAl
IF A SPOUSAL ..
POVIRTY CAlDIT IS CLAIMID IJ
FIll NUMBIR
21-9Ii-267
COUNTY CODE
YEAR
t'U",BER
OICllJlfH!I C,OMPlllt ..00.1....
DHOST, E1,EANOH A. 825 North 1I11novcl' St.
SOCI., S1c~"~~:4.'U~:---- -.. -lo_3'/"108'/"::~"_ I"'" 01'''''' - ClIrlisle, I' A 17013
'" _u I _1/28/U9_ -- cO"~'R_CumbCrland_-
r...."...." ,"""..0 .""'" "'011"" ,......, 0""" ..".,,, ___ \O'(OAI \IC:::~____ __ _l~_.ou", ",,"ID I'll '''\''UC100''''
[Xl 1. Original Relurn [] 2. Supplemenlal Return rJ J Remainder Rlllufn
(for dOl." of deolh prior 10 12.13.82)
o A. limited Ellel. 040 FUTure Inlete,' Compromiul 05. Federal eltale To. Rlllufn Required
Ifor dallll of death alter 12.12.82)
[XI 6. Decedent Died Testole fJ 7. Decedent Moinloined 0 living Tru't
(Alfach copy of Will) (Alloeh copy of Trult)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
NAME COMPLEIf MAIliNG ADDRUS,
Frey and Tiley 5 South Hanovcr Street
,,,,,"ON' NU.'" Carlisle, P A 17013
_ e Total Number of Safe Deposil Balles
II)--~----..._-
121____..18~1li..9) .00___
(3) ----
14) _____ ______
151 ___~BJL.~42. 63____
( 6)
171
472,433.63
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1. Real ElIa.e 15chedule A)
2. Slack. and 8and. (Schedule 81
3. Clolely Held Slock/Parlnership Interest (Schedule C)
4. Morlgoges and Noles Receivoble (Schedule 01
5. COlh, Bank Deposits & Miscellaneous Personal Properly
15chedule E)
6. Jointly Owned Properly (Schedule F)
7. T,an,'ero (Schedule G)ISchedule 1)
8. Tolo1 Gfon Anets (Iotollinel 1.7)
9. Funefal EJIlpenlel, Adminillrolive COlts, Miscelloneoul
EJIlpensel (Schedule H)
10. Debts, Mortgage liobililies, Lienl (Schedule I)
11. TOlal Deductions (10101 Linel 9 & 101
12. Net Value of Eslole (line 8 minulline 11)
13. Charilable and Govefnmentol Sequelts (Schedule J)
14. Nel Value Subject to TaJll (line 12 minus line 131
15. Spousal Transfers (for doles of dealh oher 6.30.94)
See Inllructions for Af,plicable Percentage on Roverse (lSI
Side. (Include valuol rom Schedule K or Schedule M.)
16. Amounl of line 14 10Jllable 01 6% fole (16)
(Include value I from Schedule K or Schedule M.I
17. Amount of line 14 10Jllable at 15% role 1171
(Include values 'fom Schedule K Of Schedule M.l
18. Principal lOll due (Add 10Jll from Unos IS, 16 and 17.)
19. Credits Spousal Poverly Credil PriOf POrmenl1
+ 36,95 .05 +
18)
19)__~_!!..J342.47
(101
39,342.47
433,091.16
8,000.00
425,091.16
z
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(111
(12)
(131
114)
x._=
276,309.25
148,781.90
16,578.55
22,317.28
38,895.83
x .06 =
x .15 =
(181
DilCounl
1,944.79
Inloresl
38,895.84
20. IF Line 19 is greater Ihon Une 18, enter the diffefence on line 20. This is Ihe OVERPAYMENT.
gO
(19)
(20)
Check hero if you are fequeslin9 a fofund of YOUf ovofpaymont.
121}
121AI
12181
21. If lino 18 is greater Ihon Une 19, enler the difference on line 21. Thil iSlhe TAX DUE.
A. Enter the inlorest on Ihe balance due on line 21A.
B. Enler Ihe 10101 of Une 21 and 21A on Une 218. This illhe BALANCE DUE.
Mak, Check Payabl, to: Regllter of Wills, Ag,nl
~ ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -C:-C:
Under penalties of perjury, I declare lhal I have eJllomined lhis return, including accompanying sthedule, and Itatements. and to Ihe belt of my knowledge and belief.
it is tru', correct and complete, I declare Ihal 011 feat eslote has been repor1ed at tfue market value. Declaration of pfeparer other than lhe personal fepfesenlalive is
base n 011 information of which prepafef hos ony knowledge.
!lIG ...WI 0.' 'f~ON RUP~lE fOUIlJNG RlJ'RN AODllE!lS, OAl! ,
/..01.' <:'tL II 4 __t- ilL" lV/'f{- 26 Circle _[)r_ive, Carlisle,J~0...I!...l!.!3 June .' -; I 1996
!lIGNAlURE 0' PI(p.U(l PU1I'tItUoN R, tU(NTAll'o' AOOlll!l!l ~--- -~-_.------- OAll
)/1 -,)..' "
-, L,-_. ", 7 _5 ~,j!!lI!oJ.'e_r_St.,_CJll'lJ..s1e, I' A17Q I ~__~ .______ ....JJlnQ-'~__lJ9JlJl
Wheat First
Butcher Singer
Serving Investors Sinco 1934
\.f~'1 N. hl1ll1~'
II.tl.l\ll\tl\'i-lS
1I,lfII\""f~, 1':\ 17Il'lfH'HM
(717) 1 \S.tJlllh
I (i<I.\') !H.H!II
/'." (111)! IH.'11X'1
April 24, 1996
Mr. Robert M. Frey
5 South Hanover Street
Carlisle P A 17013
Re: Eleanor Brost
Wheat First Butcher Singer
Account # 1827.5525
This will confirm account values for Eleanor Brost as of March 18, 1996:
18,438.497 shares of Delaware Tax Free P A @ 8,24
9,581.854 shares ofYan Kampen Am. Cap. PA Tax Free@ 17.08
$151,933
163,658
$315,591
Please let me or Matt Watson know if you need additional information.
.z>;/ ~
, '
Daniel G. Foster
WIIl',Il hN I\Uldwr ~11Il.:1.'1' .11l,1\lt'I1l,It~ III \\'IW.ll. Fu\t ~.tUlllln.llh- . ~h'lIll't.t Sn\ ,",'tl. ~l,,,l hdl.lllCt'
IIYISOIlltlll1l
*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
. Pleas~_~ri~la' Typo
FilE NUMBER
COMMONWUlfH Of '(NNSYlVANIA
INHllnANC( 'AX .rrUIN
IIIIDINT OICIDENT
ESTATE OF
ELEANOR A. DIWST
21-96-267
(All pfOp.rt., lolntly-own.d with Ihe Righi of Survlvoflhlp mUll be dllClo..d on schedul. FJ
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Balance Farmers Trust Company checking account # 11-50456
Accrued interest to March 18, 1996
Church of God Home, return of equity in apartment
AARP Group Health Insurance check
43,725.79
14.34
2.
3.
45,225.00
877.50
NOTE: Contents of apartment and household goods were disposed
of by decedent's attorney-in-fact during her lifetime when decedent
entered the nursing home, and none remained at the time of her
death.
TOTAL (Also enle, an line 5, Recapilulatian) S
89,842.63
(Atlaeh addilional aYa. x II" Iheeh if more 'pace i, needed.)
IIYI\llllol'nj
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES. .. . . Please P,lnto, Tvpe
J:llE NUMBER
ELEANOR A. BUOST 21-96-267
---------. ...---- --.-.-------------------.---.---- -----------
(OMMOt4WI Allti Of PI t~N~nvAtltA
ItHHAlfAN(( lAX A[lURt~
RI~lOfUl OIC(O[Nl
------
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
A. Fune,al Expenses:
1.
B. Admlnls',atlve Costs:
1. Penonal Reprosentativo Commissions 253 - 52 - 9185
Social Secu,ily Numbe, of Personal Rep'esenlalive:
Year Commhsions paid __
2. Alla'ney Fees
3. Family Exemplian
Claimant Relalionship
Add,ess of Claimant 01 decedenl's dealh
St,eel Add,ess
Cily Slale Zip Code
4. P,abale Fees
C. Miscellaneous Expenses:
1. PA Department of Revenue, 1995 personal income tax
2. Church of God Home, balance due on nursing care
3. Cumberland Law Journal, advertising Letters
4. The Sentinel, advertising Letters
5, Notary Public fee
6. Register of Wills, filing Pa. Inheritance Tax Return
7. Reserve to file Account
8.
17,173.00
17,173.0U
0.00
322.00
48.00
4,357.09
60.00
78.38
6.00
15.00
11 0.00
TOTAL (Also en!.' an line 9, Recapilulatian)
s
39,342.47
(If more space Is needed, Inse,' addltlonol sheels of same size.)
\
REV.H,~,7 EX AFI' (12-95) ~ .
CO""Ofll.'UIIII 01 IlfNHSYlVANIA
nrPARrf"U or IlLV1Hut ;
.UPI/.U rf ,"OIYIDUAI "''' ~~~~cU".'~'
011'1. "',ObOI tf"2i .
ItAWRIS',URC, PA 1110"8-0&01 <t. ..... .
,
NOTICE Of INHERITANCE TAX . i
APPRAISEMENI. ALLOWANCE OR DISALLOWANCE I
Of ~EOUCIIONS AND ASSESSMENI Of TAX I
'.'._--'C'O ,,-,, _.,~:;:,_- ,..t
ESTAYEOF=~BRosF~~=~~~-~=tTEANOR~O-K~"~~-"" .... _c.
DATE (IF DEATH 03-18-96
ACN 101
FILE NO.
COUNTY.
DATE 09-23-96
'-'~'=2 i~'9K::-O'2~7'."===~
CUMBERlAlm
NOTE: ',0 INSURE PROPER CREOIl TO YOUR ACCOUNT, SUBHIl TH~ UPPER PORTION Of TltIS fORM WITH YOUR TAX
PAYMENT TO THE REGISTER Of WILLS. MAKE CHECK PAYABLE TO "REGISIER Of WILLS. AGENI"
REMIT PAYMENT TO:
FREY 8 THEY
5 S HANOVER ST
CARLISLE
PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r
AJlount Remitted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiiv: i5"Y Eif -AF i>ui i z-: 95 Y -Ncj'f i c ni F - YNH Eif i;: ;.ifcE-YAX -A PPRA iSEHENT -;- iii:.lOW;.iicE - '(fR------ - --- - - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASsESsHENT OF TAX
ESTATE OF BROST ELEANOR A FILE NO. 21 96-0267 ACN 101 DATE 09-23-96
TAX RETURN wAS: I X! ACCEPTEO AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule AI (1)
2. Stocks and Bonds (Schedule 81 (2)
3. Closely Held stock/Pa~tn.rshlp Interest ISchedule C) (3)
4. Harig.ges/Notes Receivable (Schedule DJ (4)
S. Cash/Bank Deposits/Misc. Personal Property ISchedule E) (5)
6. Jointly Owned Property ISchedule f) (6)
7. Transfers (Schedule G) 171
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Ada. Costs/Misc. Expanses ISchedule H) 191
10. D.bts~Hortg.g. Liabilities/liens ISchedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests ISchedule Jl
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
'15. Anount of line 14 at Spousal rate
1&: Anount of line 14 taxable at Lineal/Class A rate
17. Anount of line 14 taxable at Collateral/Class B rate
18. Principal Tax Due
NOTE:
.1151
lib!
1171
TAX CREDITS:
PAYMENT I
OATE
06-14-96
I-
,
OISCOUNT '1 . I
INTEREST 1-)
1.944.79
RECEIPT
NUMBER
AA1l2935
CHANGED
.00
3B2.591.00
.00
.00
89,B42.63
.00
.00
IB!
472.433.63
39,342.47
.00
Cll)
1121
113!
114)
~q,~4:> 47
433.091.16
B.OOO.OO
425.091.16
14, 15 and/or 1&, 17 and 18 will
returns assessed to date.
'.00 X'OO:
276.309.25 X. 06:
148. 7Bl. 90 x .15:
liB!
.00
16,578.55
22.317.28
38,895.B3
AHOUNT PAlO
36.951.05
TOTAL TAX CREDIT ,
iBALANCE OF TAX DUE
i INTEREST AND PEN.
r-
TOTAL DUE
38,.B95.~~
. OICR i
.-.
.00 I
. OICR i
---
. If PAlO AfTER OATE INOICATED. SEE REUERSE
fOR CALCULATION Of ADOITIONAL INTEREST.
If TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
If TOTAL OUE IS REflECTED AS A "CREDIT" ICRI, YOU MAY BE OUE
A REfUND. SEE REVERSE SlOE Of THIS FORM fOR INSTRUCTIONS,!
,~j
"
,::Ju
RESERYATIONI E.tet.. of dec.d'nt. dying on or before D.ce.ber lZ, 198Z .. If any future lnter..t In the e.tat. Is tran.f.rr.d
In Po.....lon or enJoy.ent to Cla.s 8 (collateral) ben.flclarle. of the deced.nt after the eMPlratlon of any ..tate for
11f. or for year., the Co..onw.alth hereby aMpre..lY re.arve. the right to appral.e and a..a.. tran.fer Inherltanc. Taxe.
at the lawful Cia.. B (collateral) rat. on any .uch future Intere.t.
PURPOSE OF
NOTICE I
'0 fulfill the requlre..nts of Section Zl40 of the Inherltanc. and E.tata Tax Act, Act Zl of 1991. 7Z P.S.
S.ctlon 2140.
PAYHEHT I
Detlch the top portion of thl. Notlca and .ubllt with your Ply.ent to the Regl.ter of Will. prlnt.d on the rever.e .Id..
--Hak. check or .oney order payabla to: REGISTER OF MILLS, AGENT
All pay.ent. recelv.d .hall flr.t be applied to any Inter..t which .ay b. due with any re.alnder applied to the tax.
REFUND (CR)t
A refund of a tax credit, which wa. not requested on th. Tax Retufn, .ay be requ.sted by co.pletlng an "Application
for Rafund of Pennsylvania Inherltanc. and Estat. 'ax" (REY-1515). Appllcatlonl are available at the Office
of the Regl.ter of Willi, any of the ZS Revenul District Offlcal, or by calling the IPeclal Z4-hour
anlwerlng .arvlc. nuab.r. for for.. ord.rlngl In Penn.ylvanla 1-800-56Z-Z050, out. Ide Penn.ylvanla and
within local Harrl.burg araa (717) 787-8094, TOO' (717) 77Z.ZZ5Z (Hearing I.palr.d Only)_
OBJECTIONS:
Any perty In Inter..t not .atllfled with the appral.e.lnt, allowance or dl.allowanc. of deductIon., or al......nt
of tax (Including dllcount or Inter..t) a. .hown on thl. Notlc. au.t Object within .Ixty (60) day. of recelpt'of
thl. Notice by: -
..~rltt.n prot..t to the PA Depart..nt of R.venu., Board of Appe~I', Dept. 2810Z1, Harrl.burg, PA 17118.10Z1, OR
.-.I.ctlon to hava the .atter d.t.r.ln.d at audit of the account of the p.r.onal repre.antatlve, OR
..appeal to thl Orphan.- Court.
AD"IN
ISTRATIVE
CORRECTIONS:
Factual .rror. dl.covlrld on thl. a"."lent .hould be addrel.ed In writing tOt PA Depart..nt of R.venu.,
Bureau of Individual 'axe., ATTN: Po.t AI.e...ent R.vlew Unit, Oept. 2&0601, Harrl.burg, PA 1112&-0601
Phone (717) 7&1.6505. Se. page] of the booklet "In.tructlon. for Inheritance rax R.turn for a Re.ldant
D.cedent" (REY.1501) for an eMPlan~tlon of ad.lnl.tratlvely correctabl. error..
If any tex due I. paid within three (51 cal.ndar .onthl after the decldent'. dlath, a five p.rclnt (S~) dl.~ount of
the tax paid I. allowed.
Th. 15~ tax a~e.ty non.partlclpatlon penalty I. co.puted on the total of the tax and Int.r..t al.e...d, and not
paid before January 1&, 1996, the flr.t day after the end of the tax aan..ty p.rlod. Thl. non-participation
penalty I. appealabl. In the .a.. .anner and In the tha .a.e tl.a periOd a. you would ftppeal the tax and Intere.t
that hal been a..e..ad a. Indicated on thl. notice.
DISCOUNTs
PENAl TV:
INTEREST I
Int.re.t I. charged beginning with flr.t day of delinquency, or nine (91 lonth. and one (II day fro. the date of
death, to thl date of pay.ent. Taxa. which boca.e delinquent bafore January I, 19&Z bear Intera.t at the rat. of
.Ix C6~) p.rcent per annu. calculat.d at a dally rate of .000164. All taMe. which beca.a dlllnquent on and afte~
January I, 19&2 will bear Intera.t at a rate which will vary fro. calendar year to calendar y.ar with that rate
announced by the PA Depart'lnt of R.venue. Th. ftPpllcabl. Intere.t rate. for 19&Z through 1996 ara:
'!!!! Int.rest Rftte Dftlly Int.re.t Factor !!!! Inter..t Rat. Dally Intera.t Factor
198Z ZO~ .00054& 1981 9. .000Z47
19&] 16~ .00045& 19&&-1991 11% .000301
1984 11. .000301 1992 9. .000247
19&5 m .000356 1995-1994 n .00019Z
1986 1G~ .000274 191)!i-1996 .. .000247
ulnternt h calculated .. follOW'1
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
..Any Notice I..uod after the tax beco.e. delinquent will reflect an Intere.t calculation to flft.an (151 day.
beyond the dato of the a..e....nt. If pay.ent Is .ade aft.r the Intarest co.putatlon date .hown on the
Hotlc., additional Intere.t .u.t b. calculated.
v
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Eleanor Urost
Date of Death: March 18, 1996
Will No,
Admin. No. 21-96-267
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 X 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.
Da te: Aoril 6. 1998
/:J -
I (/t~ )..1. ;.~
Signature --r
Robert M. Frev
Name (Please type or print)
5 S. lIanover St., Carlisle, PA 17013
Address
-'\ ..
( 717) 243-5838
Tel. No.
Capacity: Personal Representative
(MAH: rmf! AM3)
X Counsel for personal
representative