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Home My WebLink About96-01067 l'ETlTION FOlt I'IWUATE nllll WtANT OF I.ETTEltS H.llole f!1 CIIARLES A. IIIWIIWI, .m, ol.m klloll'II 0.\' IJt'l't'o.lt'd Social &cllr;(I' Nil. 201-16 - 0 9 7 7 No. ,__~ J-qlp,~_Wl.u_1 To: Register of Wills lilr the Counly of CUlllherlund inlhe COlllll1unweulth of Pennsylvuniu The petilioJlllrthe undersigncd rcspectlillly rcprcscnls that: Your pctitioncrs. who arc III ycars lIragc or oldcr and thc Exccutors nall1cd in thc last will orthc above dcccdcnt. datcd ,July 23. 191)(,.aJld codicil(s) datcd Inoncl. Dcccdcnt was domicilcd at dcath in Cumbcrland County. I'cnnsylvaniu. with his last ramily or principal rcsidcncc at 1598 I'ine Road, Carlisle, Penn Township. Decedent. then 72 years of age. died I)eeemher 13, 1996. at Hershey,Pennsylvania, Except as follows. decedent did not marry. was not divorced and did not have a child born or adopted after execution or the will orrered ror probate; was not the victim ora killing and was ncver adjudicated ineompelent: Decedent at death owned property with estimated values as rollows: (If domiciled in I'a,) All personal properly (lfnot domiciled in I'a.) Personal property in Pennsylvania (If not domiciled in I'a.) Personal property in County Value or real estate in Pennsylvania situated as follows: point with spousel $ unestimated $ $ $ WHEREFORE. petitioners respectfully request the probate of the last will and codicil presented herewith and the grant ot'lellers testamentary thereon, /// ~t;7 A.t7C"~~ Charles ft., Brough 1\1 1598 I'inc Road Carlisle. I' A 17013 (717) 486,7642 Ronald p, Brough 1598 Pinc Road Carlisle. PA 17013 (717) 486-7642 --------------------------------------------------------------------- --------------------------------------------------------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : ss. COUNTY OF CUMBERLANI) ) The pctitioners above-namcd swear or allinn that the statemcnts in the foregoing petition are truc and corrcetto the bcst of the knowledgc and beliefofpetitioncrs and that as personal rcprescntatives of the above deccdent. petitioners will weiland truly administcr the cstate according to law, ," // /, ,;/? /! 6A ./?) Sworn to or affirmed and subscribed c/ { ;,'? t /' /~ (' t. -..L, bcfore mc this ~3RD day or ,. . Charlcs A. Broygh1il Dq~",ber. 1)l96. ,,'. f,.... ;-, ;; \ /i '171/j7. 'i.'U,,;(() P" l-?'l/f [(;~./t':! . MARY C LEWIS Register Ronald p, Brough No, 21 - 96 - 1067 Estate ofCIIAIU,ES A, IJIWUGII, ,m" Ueeellsed UECIU:": OF 1'lWnATE ANU G1{ANT OF LE'I-I'ERS AND NOW. DECEMBER;>4 , 1l)9~. in consideralion oflhe pelilion on Ihe reverse side hereof. slllisfllclOry proofllllving been prescnled before me, IT IS DECREED lhllllhe inslrument(s) dllted July 23. 1996. dcscribed therein be admilled 10 probale and filed of record as Ihe laslwill of Charles A. Brough, Jr. and Lellers Teslamenlary are hereby grllnted 10 Charles A. Brough IIIl1nd Ronald 1'. Brough. Will Book # I'age /,1 _L(~: (/ u Regisler of ills MARY CLEWIS Ivo V. Ollo III (27763) AITORNEY ISuP' CI.I.I>, No,) MARTSON. DEARDORFF. WILLIAMS & OTIO 10 Easll-ligh Slreel Carlisle. I' A 17013 (717) 243-3341 %. FEES I'robllle, Lellers. Elc. Short Certifieales( 3 ) Renuncialion X-Pages JCP TOTAL $ 200.00 $ 9.00 $ $ $ 9.00 5.00 ~d.lIl1 Filed DECEMBER 24, 1996 2~ ~ :0:0 3 :;. <1l~ r:r ': (.~ 0 ~t.. c _e_, ". .... n .~. rs . :':'. ::: ~ i' ..' b ::g .,;'~' ?.:\~ C N Iii ~S .. 0 ... - \0 F '111.1:5'0'" AHI.t'UT ^ n,s','W).PU UK l'ETITlON FOJ( 1'lUlIIATE 111111 GJ(ANT OF J.ETTEI~S ':'.1/1/1<' 01 CIIAIU.ES A. mUll/WI, .m. I/I.w k/loll'/1 I/,\' -----_._-~--_._--_._--_._- I )en'l/n'd No, ,.-_07I:-t;Ha.-=.tOlD.1 ,.. u.__ To: Register of Wills Itlr the Coullty of CUlllberlulld ill the COllllllonweulth of Pellllsyll'uniu Soci'" Sl!writ)' No. 20 I - I (, - () l) .,., The petilion of the undersigncd respectlillly rcpresents thut: Your petitioners, whourc III yeurs of age or older IInd the Executors namcd inlhe last will of the ubovc decedcnt, dutcd .Iuly 23,1996, and codicil(s) duted Inone), Decedent was domiciled lit death in Cumberland County, Pennsylvania, with his lastlamily or principal residence atl5911Pine J(oad, Curlisle, Penn Township. Decedent, then 72 years of age. died necember 13, 1996, atllershey, I'ennsylvllnill. Except as follows, decedent did not marry. was not divorced and did not have a child born or adopted afier execution of the will offered for probate; was not the victim of a killing and was nevcr adjudicated incompetenl: Decedent at death owned property with estimated values as follows: (If domiciled in Pa,) All personal property (If not domiciled in Pa,) Personal property in Pennsylvania (If not domiciled in Pa,) Personal property in County Value of real estate in Pennsylvania situated as follows: 1J0int with spouse) $ unestimated $ $ $ Charles A. Brough III 1598 Pine Road Carlisle,PA 17013 (717) 486-7642 WHEREFORE, petitioners respectfully request the probate of the last will and codicil presentcd herewith and the grollt of letters testamentary thereon, 1LrW) P. &~~ I. Ronald P. Brough . I 598 Pine Road Carlisle,PA 17013 (717) 486- 7642 -------------- - -- ------------- -------- --------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) :SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or amnn that the statements in Ihe foregoing petition are true and corrcctto the best of the knowledge and belicfofpetitioncrs and that as personal representatives of the above decedcnt, pelitioners will well and truly administer the estatc according to law, Sworn to or amnned and subscribed before me this ~4TltBay of !J~~ber.}~6'. , - c;) , C !.wrv~idL{kn:i{, . M~Y .C' LEWIS Register I ,/ Charles A. Brough III 1{1u(~~ ,J 1~V"'I.A Ronald P. Urough / Nil. ? 1 - 1)6 - 1 Oli 7 E~llllc IIfCIIAIU,ES A. 1I1U11/(;II, ,m., Ucecll~cd UECIU~E OF I'IWIIATE ANIl (;J{ANT OJ" LETl'lmS AND NOW, ~[C[MBER ?~~___, II)I)~. in consideration ofthc pctition on the rcvcrsc sidc hcrcol: slItislilctory proof hllving hccn prcscntcd hclilrc mc. IT IS DECREED thlltthc instnIl11Cnl(s) dalcd Jul)' 23, 11)1)6, dcscribcd thcrcin be IIdmilled to probllte IInd IiIcd ofrccord liS thc IlIst will ofClmrlcs A, IIrough, Jr,and I.cllcrs Testamcntllry arc hercby granted to Charlcs A. Brough III and Ronald p, Brough. FEES I'robate, Lellers, Etc, Short Certificates( 3 ) Rcnunciation X-Pages '"JCP TOTAL $ $ $ $ 9 .00- $ ~.uu ~ 7.00.00 9.00 '71," 1 ( ) , {f~ (/~ 'l'.llJr..u Register f Wills MARY CLEWIS Ivo V, 0110 III (27763) AITORNIW (Sup, Cl. W, No,) MARTSaN, DEARDORFF, WILLIAMS & aTIa 10 East High Street Carlisle, PA 17013 (717) 243-3341 Will Book /I Page Filed DECEMBER 7.4. 1 996 ,... ~~ - t;') 0 '" "0: :>:: 0\ " c:: ) ~ .,~ c - : ) t"\ : ~ N '{i t.) .;'.~ ',J 7"}, 0 0'5> .il ,,n U<1l \D ,: E me: P' .!!!::J e: UU I 'fII1Sni\T.UU.lO'HIATrS\HOJ.PETl.n Called attorney on 17.-7.6-96. 21 - 96 - 1067 '. nn ~ ::0 Cre :o~ 3 :' r. lJ' :;:10 -..- (, Cl \. \:' C':l '-, '" N Vol (: ~b <:' J:1 =..... C N VJ 0 ~c. .. - )>;:l - \0 . \J IUSUA'^, IID.\\'II.1,"\''O) \\'11. I.AST WILl. AND TESTAMENT I I i j 1 " " , , I, CHARI.ES A. BROlJGII. JRoo of Pcnn Township, Cumbcrlallll Counly. Pcnnsylvania, bcing of sound and disposing mind and mcmory, do hcrcby makc, publish and dcclarc this to bc my Lasl Will and Tcstamcnt. hcrcby rcvoking any and all fhrmcr Wills or Codicils by mc madc. I. ! ,j 1 direct that all my just dcbts. funeral expcnses, testamentary expenses and all inheritance taxes (whelhcr such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administralion of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such lax so paid, even Ihough on proceeds of insurance or other property not passing under this Will. ;' 2. I give and bequealh all my molor vehicles. parts and accessories to my sons, CHARLES A. BROUGH III and RONALD P. BROUGH, provided, however, that they shall pay one-fourth (1/4) of the value of such items as appraised for inheritance tax purposes in my eslale to my daughter, LORI L. GLATZ, and one-fourth (1/4) of such value 10 my Trustees to be held and administered under the trust created under paragraph 3 herein. 3. 1 give, devise and bequeath all the rest, residue and remainder of my eslate, bolh real and personal property. unto my Trustees in trust for the following purposes: a. For so long as my wife, AGNES L. BROUGH, shall remain an unmarried widow, 1 direet that my Trustees shall distribule to hcr, monthly, a sum equal to the monthly amount she receives from Social Security. Further, my Trustees shall pay rcal eslate taxes and liability and casualty insurance with respect to the residence I own jointly with my said OdS CAB, Page 1 of 4 Pages wife al the lime of my death Illr so long as she shall reside therein. b. Uponlhe death or remarriage of my said wile. AGNES 1.. BROlJ(iJ l,or inlhe event that she shall predecease or fail to survive me. then the trust shall terminate and be distributed in equal shares 10 my ehildren. CIIARLES A. BROllCill 111. RONALD 1'. BROUGH and LORI L. GLATZ. 4. I nominate, constitute and appoint my sons. CHARLES A. BROUGH \11 and RONALD P. BROUGI I. as Executors of my eslate. 5. I nominate. conslitute and appoinl my sons. CIIARLES A. BROUGII \11 and RONALD P. BROUGH. as Trustee under the terms oflhis Last Will and Teslamenl. 6. I direcl that neither my Executors nor my Trustees shall be required to liIe a bond to secure the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my personal representatives and Trustees, in their sole and absolule discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell. lease. pledge, mortgage, lransfer, exchange, dispose of or grunl options in regard to any or all property of any kind fonning a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes conneeled with the proleetion and preservalion of my estate; to mortgage or pledge any real or personal property fonning a part of my eslate or to join in or secure the partition of same; to compromise any claims or demands of my estale against others or of others against my estale; 10 make dislribution in kind and to cause any share to be composed of cash, property or undivided fruclional shares in property different in kind from any other share: to employ agents, attorneys and proxies and to delegate to them such ~ C.A.B. Page 2 of 4 Pages 0\ ~8: - - .. Oo!!! N " ') ~ (\'i? 5: 0 .q> . (" :.) ~.j ~ :) ',) .- Co-' ~~~ en '... c:I , . ~iJ ;:) ~.; .'- ;.u 001 "'E OCII ~ <Da ClIO: G ~ 0: "C'l ~ <'l 0 ... . ~ ... " = = 0:: ~<t;~ I':l ~q~~ ~ ~ . .... :I: ~g~~~ ~ a Cl lnu p o-z 0 u:I:z ~ 1+-4 0:: ~O~Ul s:; 1U t:; In n ": -.t-+ ::l ~ . ~Pai~ m ~ {j"~ Ul ~ ~ \5 ..:l l$t ~ ~ :I: ~ U . . ... ., I I II IIL\\I)"lAl1I1.',I!.lt\lI.\\NUllt'l. n It rERTIFICATION OF NOTICE UNDER RULE 5.6(111 Numc of Dcccdcnl: CIIARLES A, BROUGlI. JR, \' Dulc of Dculh: Dcccmbcr 13. 1996 FilcNo. 21-96-1067 To Ihc Rcgislcr: I ccrtify Ihulnolicc ofbcncticiul inlcrcsl requircd by Rule 5.6(u) oflhc Orphuns' Court Rulcs wus scrvcd on or muilcd 10 Ihc following on or uboul Murch 7.1996: Churlcs A. Brough \II Ronuld P. Brough Lori L. Glatz Agnes L. Brough Charles A. Brough \II and Ronald P. Brough, Truslees under Will of Charles A. Brough. Jr. 1598 Pinc Roud, Carlisle, P A 17013 1598 Pinc Road, Carlisle, P A 17013 R, D. I. Box 271, Liverpool, P A 17045 1598 Pine Road. Carlislc. P A 17013 1598 Pine Road, Carlisle, PA 17013 Nolice has now been given 10 all persons entilled therelo under Rule 5.6(u) cxccp\: Nt A Dale: March 7, 1997 Signature Namc " ., ----~-~~~~.~~~~~----------------- Ivo V. Quo \II MARTSON, DEARDORFF, WILLIAMS & ono Tcn Easl High Strcct Carlisle, PA 17013 (717) 243-3341 Auomcys for Pcrsonal Rcprcscnlativc 0(") ~ ,.. '0 =!.1 '., --.J ., ~~ - .', ._, ;'1.) ~ 0 .0 :11 " " J.' 'n -- 0\ . ...... .. _ ~'r""--"""'" E: ~ L\l1I 1S\IIArAI II '-'1.'irAtL\\NIIIll'I. fI M !CORRECTEDI CERTIFICATION OF NOTICE IlNDER RilLE 5.6fll) NlImc of Dcccdcnt: CIIARLES A. BROlJC1Il, JR, Datc of Dcath: Dcccmbcr 13. 1996 Filc No. 21-96-1067 To thc Rcgister: I ccrtily thalnoticc ofbcncficial intercst rcquircd by Rule 5.6(a) oflhc Orphans' Court Rules was servcd on or mailed 10 thc following on or about March 7, 1997: Charles A. Brough 1\1 Ronald P. Brough Lori L. Glatz Agnes L. Brough Charlcs A. Brough 1\1 and Ronald P. Brough, Trustees undcr Will of Charles A. Brough. Jr. 1598 Pine Road. Carlislc, P A 17013 1598 Pinc Road, Carlislc. P A 17013 R, D. I, Box 271, Livcrpool. PA 17045 1598 Pinc Road, Carli sic. P A 17013 1598 Pine Road. Carlislc, PA 17013 ::re :~:::::;~" ::~::=: ''':s:\~~::~:_-- Namc Ivo V. Olio 1\1 MARTSON, DEARDORFF, WILLIAMS & 0110 Tcn East High Street Carlislc, P A 17013 (717) 243-3341 Attorneys for Personal Rcprcscntativc 0, ~:o :'t (.'.. ~ 0 ;- ~ r- N !Y- ~ U ll} (;: l'- .. c: .' ?, ~:J UU ~<mJ q)~1/ 11/iI1iaml6 Or @tw A raOn.1\10NAl. COPJ'<lIlATlON A,'URNEYS AND COUNSF.I,\.ORS Kr Uw TEN r,-^ST HIGH STRE~:r ~R\.IS\.E, PENNSYLVANIA 17013 TEl1r1l0NE (717) 243.3341 WILLIAM F, MART10N DANIEL K. Df.AIUlORFf TlloMAS J. WILLIAMS. lva V. OTTo, 11I Snrllflll.. BLOOM GEORGE B. FALUR, JR.. MICHAEL J. HANFT W. DAIlPo1N POWELL THOMAS G. CoWNS c.w. C. RISCH F1oOIMll1 17171243.IR~O Seplember 15, 1997 ImtllNtT mdwo@mdwo,com ,-..~ .......1 (~. :.- '8oA1D CUt1FllD CIVIL Taw. SrlClAUrr ," Register of Wills Cumberland County Courthouse Carlisle, PA 17013 I. Re: Estate of Charles A. Brough, Jr, File No. 21-96-1067 Dear Madam: Enclosed is check in the amount of$1896.73 in payment of Pennsylvania Inheritance Tax on the above estate. Thank you. Very truly yours, MARTSON, DEARDORFF. WILLIAMS & 0110 - j L'-t v' - {-HJiJ- Ivo V. OUo III IVO/clm Enclosure INFORMATION. AOVICI\ . ADVOCACY'" I!J -I!}l-!{ INHERITANCE TAX RETURN lor datos 01 doath altor 12/31/91 chock h.re". RESIDENT DECEDENT spousat poverty crodlt Is dalmod (TO BE FILED IN DUPUCAlE FILE NU;IBER l)() WITH REGISTER OF WILLS) COUNTY CODE YEAR .REV' l5QO EX. 17,.') *' COMMONMAl 111 or ,'[NNSYl VANIA D[PARtM[NT or REV[NUE DEPT. 280601 liARRlSDURO.PA 17125-0601 DECEDENT'S NAME (lAST, FIRST. AND MIDDLE INITIAL) BROUGH. jR,. Charles A. ~ "~\2 ~~~ ~ DECEDENT'S COMPLETE ADDRESS 151)H Pine Road DATE OF OIRTll Carlisle, PA 170\J OH/03/24 COUNTY Cumherland SOCIAL SECURITY NUMOER AMOUNT RECEIVED (SEE INSTRUCTIONS) S136,HI4,71) 3, Remainder Retum (for dates of death prior to 12.13.82 5, Federal Estate Tax Retum Required o 8, Total Number of Safe Doposll Boxes ffi c tl w c DATE OF DEAHi 1 211 3/l)() 1067 NUMBER 4a, Future Interest Compromise (for dates of death alter 12.12.B2) 6, Decedent Died Testate 7, Decedent Maintained a living Trust (AlIach copy of Will) (Attach copy of Trust) , ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: . NAME ' COMPLETE MAILING ADDRESS IVO V ODO. III MARTSON, DEARDORFF, WILLIAMS & ODO TELEPHONE NUMBER 10 East High StTeet (717 ) 243-3341 Carlisle, PA 17013 u,!Z il!l!l :5a u... SOCIAL S(CUHlTY HUUDER 201.16.01)77 (It Appoeable) Sun/lWlg Spou,e', Name I'.sl, hit And J.Mdle 'Moal) BROUGH, Agnes L 1. Original Return 2. Supplcmental Return 4, L1mlled Estate 5 ~ E ... 1S w a: 1, Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3, Closely Held Stock/Partnership Interest (Schedule C) 4, Mortgages and Notes Receivable (Schedule D) 5. CashhBank Deposits & Miscellaneous Personal Property (Sc edule E) 6, Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule L) B, Total Gross Assets (total Lines 1-7) 9, Funeral EXp'enses. Administrative Costs, Miscellaneous Expenses (Schedule H) 10, Debts, Mortgage Liabilities, Liens (Schedule I) 11, Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line B minus Line 11) 13, Charitable and Government Bequests (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Traasfers (for dates of death alter 6.30.94) (Include values from Schedule K or Schedule M) 16, Amount of Line 14 taxable at6% rate (Include values from Schedule K or Schedule M) 17. Amount of Line 14 taxable at 15% rate (Include values from Schedule K or Schedule M) lB, Principal tax due (Add tax from Lines 15. 16. and 17) 19. Credits Spousal Poverty Credits Prior Payments (1) (2) (3) (4) (5) (6) (7) (9) (10) (15) (16) (17) Discount "'- 3,895,53 1 0.071.22 143.540,39 8.035,95 1 0,386,25 (B) 22,371.56 1,117,87 (11) (12) (13) (14) 120,827,71 x ,00 = 31,612,20 x ,06 = x ,15 = (IB) Interest 175.929,34 23,489.43 152,439,91 152.439.91 0.00 1.896,73 1.896,73 u + + (19) 20, If Line 191s greater than Line lB. enter the difference on Line 20, This Is the OVERPAYMENT (20) A. 0 Chock horo If you aro requostlng a rofund of your ovorpaymont. 21, If Line IBis greater than Line 19, enter the difference on Line 21, This Is the TAX DUE. A, Enter the Interest on the balance due on line 21A, B, Enter the total of Line 21 and 21A on Line 21B, This Is the BALANCE DUE, Mako Check Payable to: Register of Wills, Agent .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH .. Under penalUes of pe~ury.1 dedare that I have examined this retum,lnduding accompanying schedules and stalements, and te the best 01 my knowledge and belief. It Is true. correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative Is based on alllnlormalion 01 wht preparer has any knowledge, ~T so NSI~~If'PR.~lINGRET kN ADORESS DATE J I!I : Y, ') 11~ 1 1598PineRoad.Carlisle.PA 17013 1'///s/ll'l SIGN UR FA} RESE~ATIVE ACDRESS DATE, I -'"'S 10 East High St.. Carlisle. PA 17013 q /15/c;/ z Ii! 5 l!l o u x ;!i (21) (21A) (21B) 1,896,73 SI.896,73 *' Schedoo F Jointly OMled Property COMMOh"l<<Al tH OF PENNSYLVANIA INHERIT ANeE lAX RETURN RESIDENT DECEDENT -,,------- -- FILE NUMBER 1067 Estate 96 ESTATE OF I3ROUGll. JR.. Charles A. nJolnftlliiinl(ti):'- ' A. Lori n:'Gliiti"'-" ,.-" , ".. . \R.O, 1.1l0x 271. Liverpool. PA 1704s!Daughter-" ,.. lr:.'\R'iiii'iila,p:'mOii'~li".""'"''''''.''''''''''''''''''''''''''' 'I'SlJS.'Piiie1toiia:.Cii'iliSlc:'pl\'l70n.................................... S'oii..'...........'..................'......'.'.................'..... 'C~..Cl1iiile5'i'Cmoii'iil1'nr.."..............................tT'S911'Pine'R'oiiil:"CiiiliSTe:'l''A....I'711Tj.....................,.....,..,.....\'Soii..'.......................,..........,...............,........,.... ....,-,................,....._...........,._,...............................1.........,...........................,.............,.........,.................,..........,.............,...,......,................................................................., Jolntly-owned property: -;;~'~--[f:;8r----Oat.;_.- Total Value De~~;e-...:,~~~e~:~t?s Number Joint ~:I~r Descrlptlon of Property of Asset '10 INT. . I t Tennant n erest __"1:-'- -. ..IOI1l79S--I:~~~~~ :;::~~ Company S,9% C"niticale ofDeposit I '''S;351.31--50% .-- ,.,. 2.678.65 '...-...2'.-..'.' '.'..'9."'." ...I.07T."JI)'s..I~~~~~.~~~i;t'omji'iiiiy:''S:9%'C;;'iiiliCiiie'orue'pOsir..\..................S::I'S7:3tt....'Sll%.... ..........'.........2:6miS ====r::~~!:::rr~~~t~ ----------...----.. --- Schedule F TOTAL .. 58.035.95 *' SchedUe G Trall!lfelB COMIIONl'ofAL rn OF PENNSYLVANIA INHERITANCE TAll RETlJRN ,,-=_-:==-~~~~El'~..'!~~EOE~!.-,-~ ,,,_Co:: ESTATE OF BROUGH, JR.. Chnrlcs A. FILE NUMBER 1067 !!slatc 96 -,_.._-~----------_."--^._..-. - .,..." -----..---.---.------. -. ~-- !~~S SCH!,DUL~T BE ~_O!!'PL~.!.E~~~D!.II:!'-IlIF THE ANSWER TO AN,Y OF !HE QU~~TlllNS ON TIi~ ~ey.!'~S_~,!l!Il!' O"-T~~ ~O_VER SHEE ITEM F TOTAL VALUE DEC'D OOLLAR VALUE OF NUMBER DESCRIPTION 0 PROPERTY EXCLUSION OF ASSET % INT. OECO'S INTEREST ....-;--'\MellonlRi\-Accouni'UOOI43 129 (1029J:24 +93.o,accrucd1 '-1-- -IO,386.2~U-100./{ ------10;386:25 __..._,..__.J!~~~~;~!_~:~~!.~!~2::..,~.~~~;..~~~,~~.~:..~.~~~~~~.........,..".....,..,....,. ......................- .,..,...."......................L,....,......_.....L,..............-........,..,..... ---'---' .---. ...._. -.-.-.- '.- ~-_.. Schedule G TOTAL 510,386.25 *' Schedule H Funeral Expenses, Admlnlstratiw Cos1s and MiscellaneoUs Expenses COMMONWEALTII or f'[NNsnVANIA INtlERIlAHCE TAX HElUftN RESIDENT D(CED[NT FILE NUMBER 1067 Estate 96 ESTATE OF BROUGH, JR" Charles A. ITEM NUMBER A. Funeral Expensos ....T:....JTiirriiiiin:'!l:oili..F'iiii'e'iiirHoliic.;'Cii'iHslc';.P'i'\........,..,......,....,......,..,....,..,...........,......,.........................,....................~..........'........1;175:0'0. DESCRIPTION AMOUNT ......2':...."R'iiii.iSaiilc.0iii'icli.of'iIlc'B'icili'icn;'TU'iic'iiirrcccpiioii...............,......................................................................... ......,...........,.....;'5:0'0 ......J:"'.."R'iiii'isaiilc'L'aaics'i'\'iixiliaiY:Tiiiiciiil'i'cccpiion.................,..........,..............,..............,............,....,..,..,.................. .......................';'5:0'0 ..................................................................................................................................................................................................................................................... ..................................................................................................................................................................................................................................................... ..................................................................................................................................................................................................................................................... ! , ....................................................................................................................................................................................................................................................... B. Admlnlstratlvo Costs 1, Personal Representative Commissions Charles A, Brough III Ronald p, Brough Social Security Number of Personal Representative: 171-46.2752 171-46,2763 Year Commissions paid 1997 8,800,00 2, Attomey Fees MARTSON, DEARDORFF, WILLIAMS & 0110 6,000,00 3, Family Exemption Claimant Agnes L. Brough Address of Claimant at decedent's death Street Address 1598 Pine Road City Carlisle 3,500,00 Relationship Speuse State PA ZIP Code 17013 223,00 4, Probate Fees C. Mlscollaneous Exponses: .....r:......t'iiliiociliiiiHii'w'1o..uiii'al:'Xav.ci1isiiiii'g'iiiii'i'orLclici's.................,................................................................'1.........'.............00':00' ..,..2':....5'e'S'ciiiiiict:..AaVCi'iiSiiiii'iiiiiiii..iirtciic',:s....................................,..................................................................... ....,..................../i9:ll'll ....'3':..... I{cgisici"orWills':..Sli'oi'i''i:'ci'ii'fic'aics.......,....................................................................................,......,.....................r.....................3'O':00' .....,c.., F&'G':..Ho.iiiciiwiic'rs.iiisu'iii.iicc.........................,.........................................,......................,....,....,........,..............T....................'1I~<{:O'o ....T....IT991.Coiiii'iY7Iownsliip.'icii1'c'siaie'iiixcs..'......,.....................,...............,..,.....................................,........,............'..'1........,...........'.2110':23' ,....o:....~iix.prepiii'aiion;-vcli'iClc'jiisji.cCiiiiiis.............................................................................................................................................''21'1':1'9 .....7:.....!B'Ot"Gases;..'Giis.'ic.iiiiir..'..'........'..'..'..'..'...'..'.......,....................,..,....................".........."..........,........,..,..,.................I..'..'................I'!'O','2<{ .....S':....tusF&'G',..lii'sui'iiiicc......'.......................'......'..'................................................................................................................1'........................50:0'0 .....9:.....\Xovci'iisiii'ii'vcliiClcs...........,..........................................................,................................................................................r.................."1'62':00' ....Hr..iResc'iV.cOTiii"ii'iiscclliilicoiis''i:'iisis..iiii'a'cxji'ciiscs...................,.............,......,.....................,................,...................1'...,....,............'500':0'0 ................................................................................................................................................................................................................1.................................... Schedule H TOTAL 22,371.56 ~ *' Schedule I Debts dDecedent. Mortgage Uabllltles and Uens COMMONWEAlTH OF PENNSYlV1.HlA INHERITANCE TAX RElURN RESIDENT DECeDENT FILE NUMBER : 1067 Estate 96 ESTATE OF BROUGH, JR. , Charles A, ITEM-\ .'\ VALUE AT DATE DESCRIPTION NUMBER I OF DEATH I. - &L: Accouiifjial.a61c------------"----- "3'.J'I:i3' '-'""'7;.......... t'clTiiTiii''Oiicr'.i'iccoiiii'fjiiiynliTii........-.............................,......................,..............................................'................".........."...."...'8'6;9'5 ...."""3:........' Ffiii'iiin'ii';Il'STiiiiilir..i'icciiuii'fjiiiynliTii.........'",...................................................".............................................. ............"............T'61:69' ..........;f~..".." Uiiileil.or'PA:""Ji.cciiuiiipiiy.liliTii..........".."'"....,....,.....",...."".."....",...........,.........""....,..."..,".........,".....".".. ",..................."...73'5;9'2 .."...."57'........ Riiliiit'iiRiiiiii'iiic'iiliiiiis:.Acc'iiu.iii"jiiiyiililc...............................,"...,...."..-"'..............-."..,........................ .........,..............'...:J3:ll11' '..-..'6;-........ 'Ttic'Pairiiii:Ncwii:..'i\cciiuiii'ji'iiyii'blc.......""......................,..................,....................,,,.....,,........,..............,..,.. ...............".....""..".";5'0 .....-1....",... Ciiilislc.'fIii'iijiiiiiT.."..."...".,..".,...".....,"....-,........,........."...............,...-,..................................."..."...................". ......."..""....-.."2'587011 .................................-........................................................................................................................................................................................................................ Schedule I TOTAL SI.I17.87 I * Schectde 0 TI'aI ",fins to SurvIvIng Spec ISO j COUMONWEALnlOF PENNSYLVANIA IHUERITAHCE TAx RETURN RESIDENT DECEDENT ParfA Totar:Enter lIie amount shown on the recapitulation sheefliilhOOecedant In(ormaUon -Section Elecllon to Subject Property to Tax Under Section 21 I3(A) As A Tauble Traasfer by this Decedent If a trust or similar arrange meat meets the requlremants of Section 2113(A), and: a, The trust or similar arrangement Is listed on Schedule 0, and b, The value of the trust or similar arrangement Is entered In whole or In part as an asset on Schedule O. then the transfero~s personal representative may speclflcally Identify the trust (all or a fractional portion or percentage) to be Included In the election to have such trust or similar property treated as a taxable transfer In this estate, If less that the entire value of the trust or similar property Is Included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election oaly as to a fractJon of the trust or similar arrangement. The numerator of this fracllon Is equal to the amount of the trust or similar arrangement Included as a taxable asset on Schedule 0, The deaomlnator Is equal to the total value of the trust or similar arrangement. Election: Do you elect under Section 2113(A) to treat as a taxable transfer In this estate all or a portJon or e trust or similar arrangement created for the sole use of this decedent's surviving spouse's entire lifetime? $13'6;8f4.79- __00_ , . , [J Yes :8J No Signature Date Note: If the elecllon applies to mora than one trust or similar arrangement, then a separate for must be signed and flied, Part B: Enter the description and value of all Interests, both taxable and non.taxable, regardless of location, (net of deducllons) which pass to the decedent's surviving spouse for which a Seclloa 2113(A) election Is being made. Description ef Items I Amount I .....,................1.........,...............................................,..........................,..............,....................,.................................,........................,..J........................,............... I I .......'...............t...........,.............,.............,...................................-..........................................................................-......-....................t..'......'........................,..,- I I .......................1.................................................................................................................................................................._....................1......................................... , I I I I I ................'......r..........'..........,-,...............................................................................................................................-...-,..,................r...............--..-'....'-- I I I I --........-.............................................................................................-........................................-......-.....................-......--...................-................--.................-.--.--.--. FARMERS m TRUST -- January 16, 1997 Martson, Deardorff, Williams & 0110 Ten East High Street Carlisle, PA 17013 Re: Estate of Charles A Brough, Jr SSN 201-16-0977 Date of Death: December 13, 1996 Dear Mrs, Myers; In answer to your request concerning 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 submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, Is listed as a separate figure. Checking account #1253271 was originally opened 4/3/95. The account was titled in Charles A Brough Jr's name alone. The balance as of 12/13/96 was $5,192.18 plus $5.54 accrued interest for a total of $5,197.72. The account was earning 1.75% interest at the time of death. We have no record of a safe deposit box in the decedents name, Sincerely, /----r-- ~q":{J;..J /' -/ Karen T6filassone Supervisor Customer Service 5en. E) .-L}l..n.\ \ l)ne West Hi~h Street PO, IJm 220 C.ulisle, l'ennsdl'.lI1i.l 17013 (;'1;') 2~J.1212 f IIlLS'!Hf"JlLr "In!l ,~.J) \lolL lAST \\'11 I. .\~D TIST..\:-'IENT 0;--. C\ --.. - C\0LJ-'lJ I. CHARLES A. IlROUGII. .!Roo of I'enn I'llwnship. Cumberland County. Pennsylvania. being Ill' sound and disposing l11ind and I11cl11ory. do hereby make. publish and declare Ihis 10 be I11V Last Will and I'cswmcnl. hcrebv rcvokinL! any and all former Wills or ~ . ~. Codicils by me made. I. I direcl that all illY just debts. funeral cxpenses. testamentary expenses and all inherirance taxes (whether such taxes l11ay bc payable by my cst ate or by any recipient of any property) shall be paid Irom my residuary estate as soon as practicable atier my decease and as part of the administralion of my estate. /o.ly Excl:utor shall have no duty or obligation 10 obtain reimbursement l'or any sucl! tax so paid. cven though un proceeds of insurance or olher propt:rty not passing under this Will. 1 I give and bequeath all illY l11111llr vchides. pans and accessories tu illY sons. CHARLES A. BROUGH III and RONA1.D 1', 13ROLJGII. provided. however. thatlhey shall pay one-Iourth (1/4) of the value of such items as appraised lor inheritance tax purposes in my eSlate 10 my daughter. LORI L. GLATZ. and one-founh (1/4) of such value 10 my Trustees 10 be held and administered under thc trust created under paragraph 3 herein, 3, 1 give. devise and bequeath all the rest. residue and remainder of my estate. both real and personal property. unto my Trustecs intrust IlJr the folluwing purposcs: a, Fur so long as 11l~ \\ ili:. AGNES I., IlROUGII. shall remain an unmarried widow. I direct that my Trustees SI1<111 distribute to her. l11onthly. a sum equulto Ihe monthly amount she receives Irom Social Sccurity, Furthcr. 111~ Trustces shall pay real estate taxes and liability amll:asuahy insuram:e wilh respcctlO the rcsidencc I own juintly with illY said Od'S C,A,I3, Pagc I of.j Page, wile allhe time or my death fllr so long as she shall reside therein. b. Upon the death or remarriage ormy said wite. AGNES L. BROUGH. or in the eventlhal she shall predecease or filii 10 survive me. then the trust shallterminale and be distributed in equal shares to my children. CHARLES A. BROUGH III. RONALD P. BROUGH and LORI L. GLATZ. 4, I nominale. conslitute and appoint my sons. CHARLES A. BROUGH III and RONALD p, BROUGH. as Executors ormy estate, 5. I nominate. conslitute and appoilll my sons. CHARLES A, BROUGH III and RONALD P. BROUGH. as Trustee undcr the terms or this Last Will and Teslament. 6, I direclthat neilher my Executors nor my Trustees shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 7, I authorize and empower my personal representatives and Truslees. in their sole and absolute discretion. 10 purchase or otherwise acquire and retain any investments of which ( die seized or any real or personal propcrty of any nature; 10 sell. lease. pledge. mOrlgage. Iransfer. exchange. dispose of or grant options in regard to any or all properly of any kind lorming a parl of my eSlate tor such terms and such prices as they may deem advisable; to borrow money for any purposes connected with Ihe protection and preservation of my estale: to mOrlgage or pledge any real or personal property lorming a parl of my estale or 10 join in or secure the partition of same: to compromise (lilY claims or demands of my estale against others or of olhers against my estUle: to make distribulion in kind and to cause any share to be composed of cash. properly or lIndivided fractional shares in properly different in kind from any othcr sharc: to employ agellls. allorneys and proxies and to delegate to them sllch DJ8 CAB, Page 2 of 4 Pages COMMONWEAlHt OF PENNSYlVANIA DtPARTMENT OF REVEUUE BUREAU OF INDIVIDUAL TAXES DEPT 2B0601 HARRISOURG. PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ,~"J~~ ~ NO. AA 242240 REV 116. EX 1"'..' RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT IVO V OTTO III ESQ 101 101.896.73 10 E HIGH STREET CARLISLE, PA 17013 FOlD Ht.RE - Hl,Otl{R[ ESTATE INFORMATION: FILE NUMBER 21-1996-1067 NAME OF DECEOENT ILASTI BROUGH CHARLES DATE OF PAYMENT 9/15/1997 POSTMARK DATE 0/00/0000 COUNTY CUMBERLAND DATE OF DEATH SSN 201-16-0977 IFlnSTI A JR IMII TOTAL AMOUNT PAID S 1 .896.73 RECEIVED BY REMARKS CHARLES A BROUGH 8- RONALD BROUGH C/O 1\0 V.orIO,E."Q. SEAt:HECKIl 35 u: ( ~, T[-P UF V"l;I_;_~1 _,_, _-.. -- ----.- -_._.- -_.....-- .--- -...~- .------ ----,-7-----;-----:;-- '. J . . --- , ---...,.,..- . -_._.~_._.. .- . -~..J:J4 ~_ .,:. / /5--15{J,'y BUREAU OF INDIVIDUAL TAXES IHUIAllaHC[ lA1l DIVISION DlPI. :101101 11ARAISllnIC, Pol 1I1111-obDl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '- NOTICE eF INHERITANCE TAX APPRAISENENT. AlleWANCE DR DISAllOWANCE OF DEDUCTleNS AND ASSESSNENT OF TAX IVO V OTTO II I MARTSON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-15'97 BROUGH 12-13'96 21 96-1067 CUMBERLAND 101 AMount R..itt.d PA 17013 \."). j~. l' if, l:'~f~\ ~ot1q~ .t, ,hI II IU I:' ." CltARLES A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iIEv:is4TEx-AFP-ioii:97Y-iioYicniFniNHERli'AiicE-YAiD-PPRAisEHE'iii'-,--ALi:owiiticE-olin-mmn-nm DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BROUGH CHARLES A FILE NO. 21 96-1067 ACN 101 DATE 12-15-97 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schadule Al 2. Stocks and Bondi CSchedule OJ 3. Closely Hald stock/Partnership Inter.st (Schedule C) 4. Hartgagas/Hota. Racaivabl. (Schadule OJ 5. Cash/Sank Deposits/Hi.c. Parsonal Property (Schedule El 6. Jointly Ownad Property (Schadula fJ 7. Transfar. (Schedule G) 8. Total Assat. I CHANGED III 121 151 (4) 151 Ibl 171 .00 3,B95,53 ,00 10,071.22 143,540,39 8,035,95 10.3B6.25 IB) Iql 1101 22.371. 56 1.117.87 Ill) 112) IlSI 1141 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ad.. Costs/Hisc. Expansas ISchedula HI 10. Dabts/Hortgaga Liabilitia./Lians (Schadula II 11. Tot.l Daduction, 12. Hat Valua of Tax Raturn 13. Cha~itabla/GoYern~antal Baqua,ts} Hon.alactad 9113 Trusts (Schadula JI 14. Hat Valua of Est.ta Subjact to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17 reflect figures that include the total of ~ returns assessed to ASSESSMENT OF TAX: 15. AMount of lina 14 at Spousal rata (15) 16. AMOunt of Lin_ 14 taxabla .t linaal/Clasl A rata (16) 17. AMOunt of lin_ 14 taxabla at Co11ataral/Class B rata 1171 18. PrIncipal Tax Dua TAX CREDITS: PAYNENT DATE 09'15-97 NOTE: 120. B27 . 71 X ,00, 31,612.20 X .06, .00 X .15, UBI RECEIPT NUNBER AA242240 DISCOUNT 1'1 INTEREST/PEN PAID 1,1 .00 1,896.73 ANOUNT PAID TOTAL TAX CREDIT I 'BALANCE OF TAX DUEi INTEREST AND PEN. TOTAL DUE HOTE: To lnsu~. propar credit to ~ou~ account, sub~it tha uppar portion of this forM with your tax pa~"ant. 175,929,34 n,4RQ 43 152.439.91 .00 152.439.91 and 18 will data. ,00 1,896,73 ,00 1.896.73 I,B96,73 ,00 .94 ,94 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TeTAl DUE IS lESS THAN $1. NO PAYNENT IS REQUIRED. IF TeTAl DUE IS REflECTED AS A "CREDIT" ICR). yOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RtSERYArIDH: E,tata, of d.c.d.nts dyIng on or b.for. O.c..bar IZ. t98Z ~. If any future Int.r..t In the .,tat. I. tran.f.rr.d In Po.....lon or .nJoya.nt to CIa.. B (collal.rall b.n.flclarl.. of the d.cad.nt aftar the a.plratlon of any a.tat. 'or II'a or for y.ar., tha Co..onw.alth h.raby axpra..ty ra..rva. tha right to appral.a end ...... tran,'.r Inharltanc. Taxa. at tha I.wful Cia.. 8 lcollataral) r8ta on any 'uch futura Intarast. PURPOSE Of HOflCE: To fulfill tha r.qulra.ant. of Sactlon ZI~O of tha Inharltanca and E.tat. f.x Act, Act ZI of 1995. (72 P.S. Saetlon '1~0), PAYtfENT: Dataeh the top portion of this Notlc. and 'ubalt with your pay.ent to tha Raghtar of NUh prlntad on the r.ver.. sid.. ""ake ch.ck or aonay ord.r payabla to: REGISTER OF HILLS, AGENT R'f:FUND (CR It A rafund of a tax cradlt, which WI' not raquastad on the fax Raturn, .ay b. r.qu.stad by co.platlng an MAppllcatlon for R.fund of P.nn'Ylvanla Inh.rltance .nd E'tata Ta.M (REY.1313). Application. ar. avaltabl. at the Office of tha Raglstar of NIII., any of the Z3 R.v.nua DI.trlct Offices, or by c.lllng the .paclal 24'hour an.w.rlng .arvlc. nuabar. for for.s ordarlng: In Penn'Ylvanla t~800.36Z.20S0. out.lda Pann'Ylvanla and within local Harrl.burg araa (7171 187.8094. TOO' (7171 77Z.Z2SZ (Haarlng r.palred Only). OBJECTIONS: Any party In Int.r..t not satl.flad with the apprals..ant, allowanc. or dl,allowanca of d.ductlon., or ........nt of tax I InclUding dl.count or Int.r..tl a. .hown on thIs Hotlc. ~.t ObJ.ct within .Ixty (60) days of r.calpt of this Notice by: ADtUH ISTRAflY[ CDRRECTIONS: ..wrltt.n prot..t to the PA D.part..nt of R.vanu.. Board of Appa.ls, D.pt. Z810ZI, H.rrl.burg. PA 17IZ8.1021, OR ...t.ctlo" to hava the ..tt.r d.t.r.ln.d at audit of the account of tha p.rson.l rapra.antatlv., OR ...ppa.l to the Orphans' Court. DJ$COUNT I Factual arror. dl.cov.r.d on this ........nt 'hould b. addr.s.ed In writing to: PA D.p.rta.nt 0' R.v.nu., Bur..u of Individual Tax... ATTH: Po.t A..ass.ant Ravlaw Unit, Dapt. Z80601. Harrl.burg, PA 171Z8.0601 Phon. (7171 787.6505, Saa paga 5 0' the bookl.t Mln.truetlon. for Inh.rltanc. Tax Raturn for a Ra.ld.nt D.cad.ntM CREY.1S01) for an axpl~tlon of adalnl.tratlv.ly corr.ctabl. .rrors. I' any tax due I. paid within thraa (3) cal.nd.r .anths aftar the d.cadant's daath, . flv. parcant (5~1 dIscount of the tax paid I. allowed, PENAL TY: fh. 15~ t.. a~.ty non-p.rtlclpatlon pan.lty Is coeputad on the total of tha t.. and Int.r..t .......d. and not paid b.for. Janu.ry 18. 1996. the 'Ir,t day aft.r the .nd of the t.x aan..ty p.rlod. Thl. non.p.rtlcipatlon p.nalty I. .pp..labl. in the saa. aann.r and In the the ,a.. ti.e p.rJod a. you would app..1 the tax and Int.r..t that ha. b.an .......d .. Jndlc.ted on thl. notlc.. INTEREST I Int.r..t I. charg.d b.glnnlng with fIrst day of d.llnqu.ncy. or nln. (9) .onth. and on. ell d.y fro. the data of d..th, to the data of plye.nt. T.... which beca.a d.llnqu.nt before January I, t98Z b..r Intar..t at the rat. of .1. (6~) parc.nt p.r annul calculated at a dally rat. of .Oa0164. All ta... which b.caa. d.llnquent on and aft.r January I, 198Z wltl baar Jnt.r.st at a rat. which will vary fra. calendar y.ar to calend.r yaar with that rat. announced by the PA D.p.rt..nt of R.vanu.. fh. appllc.bl. Int.r..t rat.. for 198Z through 1998 .r.1 ~ Int.ra.t Rat. Dally Int.r..t Factor !!!r Intar.st Rat. Dally Inhr..t FRctor 19U ZO~ .000S48 1987 .~ .000l47 1983 16~ .oaor.la 19U.JlJ91 lU .000301 1984 IU .000301 1992 .~ .OOOZU 1985 13~ .000356 199]-191J4 n .ooal9Z 1986 IU .000174 l'lJS'llJ98 .~ .OOOZ47 u Interut I. calcul.tad as fallow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Hotlc. Issu.d aft.r the ta. baco..s d.llnquent will r.tlact IIn Int.ra.t calcul~tlon 10 fl't..n llSI day, b.yond the data of the ........nt. " pay.ent I. .ad. aft.r the Int.r..t coaputation dat. .hown on the Notlc., additional Intar..t ~.t bl calculatad. / I { / IU:G1sn:1t OF WII.I.S Oil CUl\lIIt:IU.ANU COUNTY STATUS 1tt:I'OIn' UNUElt lUlU: (,.12 (For ItcsldclIl UcccdclIls Uylllll Mlcr .Iuly I, 1992) Nllme of De('edelll: CHARLES A, BROUGH, JR, Dale af Dealh: December 13, 191)6 FileNo,: 21,96-1067 Social Secllrity No,: 201-16,0977 Pursuant to Rule 6.12 ofthc Supreme Court Orphans' Court Rules, I rcportthe following with respect to completion of the administration of thc above,captioned estate: 1. SllIle whelher admillislralioll oflhe eslale is complele: Ycs x No 2, If Ihe allswer is No. slale whell Ihe persollal represell/(/Iil'e reasollably beliel'es Ihal Ihe admillislraliollwil/ be complele: Approximately three months, 3, Ifllll! allswer 10 No, / is Yes, sIal/! Ihefallowillg: a. Did Ihe persollal represelllalil'e file a filial accolllllwith Ihe COllrl? Yes No x b. The separale Orphalls' COliI'I No, (if allY) for Ihe persollal represelllalil'e's accolIlIl is: c. Did Ihe persollal represelllalil'e slale all accolIlIl illformally 10 Ihe parlies ill illleresl? Yes x No d, Copies ofreceipls. releases,jai//(Iers alld approl'als offormal or illformal accollllls //lay befiled with Ihe Clerk of II II! Orphalls' COliI'I a//(I may be aI/ached 10 Ihis reporl. Dale: December 13, 1999 Sigllalllre: Name: A ddres.f: ~LA~ Ivo V. to III, EsqUlrc MARTSON DEARDORFF WILLIAMS & OTTO Tcn East High Strcct Carlislc, P A 17013 (717) 243-3341 Counsel for pcrsonal represcntative ':) ,.) C1 ,.: , .~ ~ \ .. _J . ...... , ~, JAN 6 lUUU .' j. I' ~ JRD/June 30, 1992/17858 ::J:/i( In Re: Estate of CJlMlI,~~S ^ mWGlI I:JOl: ' Late of PENN 1\.WNSIITP ORI'IfANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No,: 21.1996.1067 No 1996.1067 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUer A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Pellional Representative: Counsel for Personal Representative: I"l! V. V1'lU II I, ESQ" Date of Decedent's Death: l.l.13.1996 Date of Delinquency Notice: 11.5.1999 The undersigned, Mary C, Lewis, Register of Wills. in accordance with Rule 6,12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Courl Division. Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, PUlliuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 1105.1999 ,19_, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or couns the delinquent personal r esentative. Date: 1.4.2000 Distribution: Personal Representative Counsel for Personal Representative Estate File ^ HFJ\lUNG IS SCHEDULED FUR /J 11"u} 7 /)fh) M' C/', 3to ;}-JA IN (UJ1n'1U.M t-O. 3. IF WE ~^'{rls 11E1":rtJ.. IS FILED PRIOR 'l\) THE HEI\flING D^n:, THE m~RING WILL ^lfI\W11'ICl\LLY BE ClINCELLED, .J.