HomeMy WebLinkAbout97-00017
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PETITION nm PROIlATE and nRANT OF LETTERS
"I-C '1-' 1'7
,,01. n, L"",,,_ ,"m<<'W__""
No,
To:
".,,__,_ Regisler of WlIb for the
__,__'_"__.n_""_, ,,_. [J(','c(I.I'l'd. COllnty of f.."((f"i/){,cJAd!._,,, In the
Social Security No, ,2.](;:__Jl"2.Y,;c'f'..,, Commonwealth of I'ennsylvunla
The petition of the lIndersigned respectfully represents thnt:
..,
Your petitioner(s), who is/arc 18 years of age or older an the cxcclIL.0,/.::....,,_,___._ named
In the Inst will of the ubove decedent, daled ,,,--,-J.~"'t_..:J.,,-<__._,-<___.__..,____, 19~"
and codicil(s) duted .____,_,_.__h" ._u,'",__..,... '._n_...."'''_'.______
(stille rclrvant cir~'IHl1Slnt1CC!., e,g. renunciation, dcuth of c'\cclllot, ete,)
Deeendent was domiciled at death In __Cu 11t).:,e'-~.u:>'-'_T'---__:_, County, Pennsylvania, with
tu.i:~ last family or prineJral residence at _JidQ,_"_&,,a~...J'.2(<,k-
A:/~qI",,,-,,, J' lv.1.L-/::{i_..I'/9.'):L.,,,, '__'" '-'PdiL_.d~.~<i""',..ifs:2f~____
(li<;! street, number and rTlundpalltYI
Deccndent, then ,,,_f;$,G....,,_ years of age, died -,ls:;..:..Iic1i<;,~~"""'''__,~~",,'_._.__, 19 rt'.
at _..d:f.;:SUdtL,,,-\'i.!c"',i!e-~"1_-dU};.Lf2""""''O.I,-I-'''''IJ,,--,- ,_,_"'".____,,,
Except as follows, decedent did uot marry, was not divorced ami did nnt have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
IneompeteOl: __,,__LI!.O,<),.,. ,,~,_~___"'_"''''''''''__,___''''______________
Decendent at dealh owned property with eSlimnled values as follows:
(If domiciled in Pa,) Ail personal property
(If not domiciled In Pa,) Personal properlY in Penllsylvania
(If not domiciled III Pa.) Personal ptoperiy in County
Value of real estate ill Pennsylvania
situated as foilows: -------Lv''''''-'l:.__~_'''_,,__,______,__'''____
$--#G. O{){1.lJCJ
$
$
$--------
~__,__...__.___ ___.--1_
WHEREFORE, petitioner(s) respectfuily .!S,S1i"!t(S) }he", probale oflhe last will and eodlcil(s)
pre\ented herewith and the grant of iellers_./&ii1jl",,-,(X,(r
(tr.Slamentary; udmlnistTiltion C.l,a,; admlnimallon d.b.n,c,l,a.,
theron,
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OATH OF PERSONAL REPRESENTATIVE
~g~~~~::~,~',l'~~,~~~R~,~:~~~'i:~:~~~~~_. } ss
Tile pelitlonci(>) abovc'Il:UllCd swear(>) or affirm(s) thltlthc slatemelllS in the foregoing petition arc
true und correct to Ihe hest "I' Ihe knowiedge and helief of petitioner(s) and that as personal represen-
tatlve(s) of Ihe uhovc decedent petitioner(s) will well and Iruly ndmillislcr the estate according to law,
/ '
Sworn to ~J' al'fiJ'llwd 11~Wd subscrihed ' ';c-",~2--",{)4,X,"",r.--' ~
before me t!l1sJJmUlIJlY':'-",_n<- d,,~ 01 .[ /,__'__"n'_"'n____'_,____ ~
'11tfi~f:~t~~l:i,j\'I"~ ~~)?:~~,(r~(1-=:=..~".~~'-:=-~---~~,:==m-~-== !
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')1 - 97 "17
No,
L' t t. f MAR Y L BRE NAMAN
.,s a e () '___' ,
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW _,__,,",_ ..",~ANU~,~,Y__R,~,,_,,___ 19 ,9?,. ill consideration of the petition on
the reverse side hereof. satisfactory proof having been presented 11efore Ille,
IT IS DECREED that the instrlllllent(s) dl\ted,.",!U,~}...."l.'l9.o.."__".._,,
described therein be ndlllilled to,p[obme and fil,ed Qfrecord as the last will of ,__ ,
MARY L BRENAMAN ' ,
and Lettc;~=-==~~~~~,~='"fnl~BINTAR..,(:=:=~====,__=~=:::'=-=~------.
arc hcrcby grantcd tn "..__l',AUL_~"QREJ!AMIl.~..______...____,_,_____,
'''~ fJ ~? ' /!()~
J.. t,_ l,uUJ P.o"-,,MJ. -
-/1 . Regls{cl' of Wllh '-.
'MARY C LE\~IS
FEES
Probatc, Letters, Ete, ,,',',',' $_ <35 ~,Q9
Short Ccrtlfieates( .'3) , , , '.' ' , , " $~..1.&Q
Rcnuneiatlon """""""" $
X-Pages B.UO
,JCP -,-- $-'\700
TOTAL ,_ $~~s....oo
Filed""", ,~~~~,~~y, ~"" )~,9,~"""",
A11'ORNEYIS\lp, Ct. I.D, N\I,)
ADDRESS
PHONE
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Mailed letters and order to Executor on '"9"97.
WARNING: rr IS ILLEGAL 10 All !'tl 'lIlS COPY em
TO OUPl.ICATE UY PHOH)SlAT Uf! PlIOIOUI1APH,
COMM(WWi:AIIH OIl'! NW,YI \!f'dllt\
f)(PM1HMNl Ill' IlIAI III V\l.\( HI,(Jilll'
LOCAL REGISTRM'S CUHII'ICA llUN ()f. DEATH
CERT, NO, 3301221
rjiliiidd'''"".<,.
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,")~!~ ollhllr nl Thlt CMlIflll.l'"''
Name of Decedent_Ma!:.~_,,,__,",,,_,u__u L, i"", _ .B,r_en~~;:f~
Sex _~_p.lnale_, ___..,Soelal Security No", ;>/8"3("2064 , Dato of Doath December 80, 1996
Date of Birth J~nlla_IL9_'.._19.~~_ BlrthPlace_Rin~eJnld, Washington Cnll~tx,M.aryland
Place of Deattl Me~=-~ ~I,l"i"VN~,,~.l a~:_,,~~'S i 11:~~_ar~_ _"f~i~:,llIber 1 ilnd u__~:~,~";~..~ 1\:~'''rl~~~,~Sh i,PPlnH1SYIV~ntn
Raco Wh i I e__ Occupatloll_!{,:21!~~t'f!l~~lIr~r.. Mmod Forcos? (Yes or No) No
Marital Statlls_~jdl~wed_, ___ ~:~I~~;~ddress --N;~~;;';~~ Box 2015,:,,,,~echaniCSbllrg~''';~;~i,;;;;17055
Informant 1),i1t~~ ,~:,_Bt'enal~~~~_..________,_,,,,~__ Funeral Diroctor J . Larry Cock 11 n, FD
Name and Address of "
Funeral Establishment ,_5oc~~r.u.t~:::.iJ.1__I,~~~~~~__3.o_~' _ ClleS tnut St., _Di~~s.~u_rg, PA 17019
',1ol11'
Part I' Immediate Cause
'h._.__._.'.~,..__...--.'.-..-.
: Interval Betwoen
: Onset and Death
,
(a) _ ..,I~~a nit i o_~___,____"__m________ '" _, ,_____ _",__,_. --i---" __,
.
(b) _ M i t r a~n S u f fie n_c~",_-....:____";,_" "".n,,_,,'_ ,,,,_, 'u,,'''~_______, j__~_,.. _ "".'__
,
,
(c)____,_____~_~~_._._,_..__._._.__~.___._.._',~.__ ....____~_.,_____~____.____._:..,__r__....___~___..._
.
.
(d) ____ ..__.______"__~_u_..'_"'''''',..,, ,__....,,,_,,,,_..___,__,,,,,,,,,,:____,,,,,,,,,,,,,,.., u-. ,.", ,_
Part Ii: Other Significant Conditions
Menner of Death:
Natural rj
Accident 0
Suicide [J
Describe how injury occurred:
Homicide 0
Pending Investigation 0
Could not be Determined 0
, Lawrence B, Zimmerman, M,O.
Name and Title of Certifier _______"~_",_.,,..____
108 LOIVther St" Lemoyne, PA
1;0;3 --"----(M'5::00~.: Ooroner,ME)
Address....
This Is to certify thllt the Information here given IB corroc/ly copied from an original certificate of
death duiy flied with me aa Looal Registrar, The original oertlficate will be forwarded to ttle StRte
Vital Records Office for permanent filing,
,___QQ~,elll be ~,;Ji~.-:L2.2.G
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, Regb\l.:1 ,f Wllls
'9'( JAM -3 ~9 51,
Clerk ( " .,c i.;QUrt
CumollrimKI Co:' PA
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BRINSER 8c W~q~,ER
22Na~~~k~~~~VREET
P^LMYA~,:t,~~~\i':-}ti1lA 170711
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COMMONW\A\.TH OF f)FNf~SYIIVANIA
OEPJ,R MErnOFRI!VENLI::
D' OT "0601
HA.RRISBURG PA 17 26.Cl60'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
I'-'I(l,,'tll sid !l!f,lllfd'Tr:R ~2IJH(j1CllrCKHlIIE
I f,<:I'CJlj;;/'1 ["1
I"'V_L !~J.i1I,~I_ j)ll_I.~'.0.l!~I~_LQ_._ ~___._.._.___
fiLE NUMBER l'A [<0, 219'7"OOl'l
l<t'\,-1:,OOE>: (/-94)
CAB
H P L
E P 0
C R C
K 0 K
P S
C(lutHYCODI::
DECEDENT'S NAME (LMlT, FIRST. AND MIDDLE INITIAL)
DECl[";[Nl S CQI,\PLETF. ADDRr,5S
D
E
C
E
D
E
N
T
YEAR
NUMBER
_____ ___ =,58 11essiah Village
SOCIAL SECURITYNUMOER D.4.1E OF DEATH lATE OF BIRTH 1 DClHt. Allen Dr i V(~
1echanicsburg, PA 17055
7 -32-20..Q.1" 6 1-9-1 C'""" Cumberland.-
pF APPLlCAB L EjSURVIVING SPouSE'S NAM E (L ASl ,FIRST AND M IDOL E 1t.JIT IAt ) SOCIAL SECURITY NUM BER AMOUNT REC E IVE 0 (SEE INSTRUCTIONS)
Original Return
4, Limited Er.\ate
05,
...-18,
NAMe
COMPLETE MAILING ADORESr.
---CJ2." Supplemental Return
D 4a, f.'uture Interest Compromise
(fo' dale. of deolh o~e' 12-12,82)
[XJ 6, Decedent Died TeGlale 0 7, Decedent Maintained a living Trust
(Attach copy of Writ) (A.~och a copy of T,usl)
C P ALL. CORRESPONDENCE AND CONfiDENTIAL TAX INFO!l.MATION, SHDULD BE DIRECTED TO:
o 0
R N
R D
E E
S N
T
Remaind$r Return
(fo, d.le, of deolh prior 10 12-13,82)
Federal Estate Tal( Return Required
Total Numbfilr Df Safe DepOSit BOl(es
TELEPHONE NUMBER
020 stumpstown Road
1echanicsburg, PA 17055
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7 7-7
1. R.al Eslate (Schedul. A)
2, Slock, .nd Bond, (Sch.dule B)
3, Clo.ely Held Slock/Partnershlp Inleresl (Schedule C)
4. MortgL1ges Imd Notes Receivable (Schodl,Jle D)
5. Cash, Bank Deposits & Miscellaneous Pe~sortal Property (Sch.
B, Joinlly Owned P,operty (Schedule F)
7, T,an,fe.. (Schedulo G) (Schadule L)
8, Total Gros$ Assets (total Lines 1-7)
9, Funeral Expenses, Administrative COtllfJ, Miscellaneous
Expen,es (Schedul. H)
10, Debts, Mortgage Liabilities. Liens {Schedule I)
11. Tolol Deduclion, (101.1 Lines 9 & 10)
12, Net Value of E'tale (Lir,e 8 mlnu, Line 11)
13, Charitable and Governmental Beque,t. (Schedule J)
14, Net Value SubjeCttD Tax (Line 12 minus Line 13)
15, Spousal T,an.fe,. (fo, d.te, of death o~er 6-30-94)
See Instructions for Applicable Percentage on page 2,
(Include value, f,om Schedule K 0' Schedule M,)
16, Amount of Line 14 taxable at 6% rate
(lr"clude values from Schedule K or Schedule M,)
17, Amount of Line 14 taxable at 16% ,ata
(Include values from Sch6dule K or Schedule M.)
18, P'incip.1 tax due (Add lax f,om Lina 15, '6 and 17,)
19, Credits Spounal Poverty Credit Prior Payments
Interest
(1)
(2)
(3)
(4)
E) (5)
(6)
(7)
157,035.21
20,173.06
4 , 7 J7.....J.2.
(91
4.544.3,Q,
(10)
(15)
(16)
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,,'
(B)
181. 925~.9.
(11)
(12)
(13)
(14)
4.544,36
177.381.0~
177.381.03
x
.
1 71.....lS.l.....Q,3, X ,06 .
1 0 . M2.......M.
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(17)
Discount
SIOI~ATURE OF PERSON REf;PONSIBLE FOR FILING RETURN ADDRESS
,
_ ___~32.14
20, If Line 19 i, 9,..tel' thon Line 18, enlar the d,ffe,enc. on Une 20, Thi, i. tho OVERPAYMENT,
~ 0 jChlCk h.r. I( you are requestlng a refund of your o....rpaym.nt.1
21, If Line 16 I. 9,eater Ihan Line 19, ente, th. difference Dn Line 21, Thi. i. the TAX DUE,
A. Enter the interest on the balanca due on Line 21A.
B, Ente, the total of Line 21 and 21A on L,ne 21B, Thi, IS the BALANCE DUE,
Meke Check Peyobleto: Regloter of Will', Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MAnl ~ <I
Under penll1l.. 01 perjury, I decllre !hlt I h.~. Ok,mlned lhl'lllurn, meludin~ eccornpanyinlllchoO:u!U and Il,l,ment" IInd 10 lhelln' 01 my ~nowl'dll' Il'ld belief I n I' lrut,
cOr/tot end complete, I dlcl.r, \hlllll rnlu,.le hll bl,n r.polllld II II Uti rn.rkel vllu.. O,elQllllon 01 prep,rlr olh,r thin the per'OnMllllpreuntltlvlle b...d on .lIlnlormtllon 01
whlchprtplllrhu.nyknowleclgt.
X ,15 .
(18)
10,642.86
(19)
(20)
532.14
(21)
( 21A)
( 21B)
10,110.72
10.110.72
DATE
(
~"-,,...I .~~
/ SIGNATURE OF PRt:PARER OTHF.R THAN REPRESENTATIVE
........:...t..
ADDRESS
,
...:.,:~ .!.;.'...~.-.,...--.I. ...-...~.~ ./;..~ ~\.'.... ................. ............
,
---
_,; f:'''{(~'l... ,/.7'1 I( :;yi,'<,(
C 1 Richard G. Holmes
DAlE
5U5L!:Qne.'itQQA,RclJ..flld9,',~J..S\,lH,,,.2lJ. I 'I
Ros,eJT\ont. PA 1C)..Ql,L_____ ._
FOlm REV., 150n-D+ (R....., 7-W4)
HEV - l!i(:'ilU . (14"66)
COM'WlliW,^L1~<DF P~,NNSYI VANF"
'",1 :eITAN 'bT'" IF,,,'I'"
H'SIDEN (:CEOt.:N
ESTATE OF
Mary L, BrenamiilL__
Joint tonont(s):
NAME
Paul A, Brenaman &
Mary L, Brenaman
Jolntly-ownod property:
Bn'lldll1dl1, 1.1alY 1,. ~~'1H .:,~, ;~(J(,4
SCHEDULE F
JOINTLY-OWNED PROPERTY
ADDRESS
020 Stumps town Road
echanicsburg, FA
19055-9606
FILE NUMBER
017
RELATIONSHIP TO DECEDENT
--
on
- --
LETTER DATE
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER JOINT % INT,
TENANT JOINT OF ASSET DECEDENT'S INTEREST
Dec. 1995 :::hange Account # 4,717,12 10 4,717.12
50-7009-8691
TOT AL (Aloo tnlt' on line 6, Rtca^ltulallon) S ~ 717 1?
cs,
(If mort spac. it n6.d.d inte" additional she,tv. of lame siza)
Form REV..1509 EX. (Rlv.12-ee)
--
--~.
1\, Ontl"uiglltll (JIB) unlo lilY 9randdilUght.Elr, ~ldl I'
F, Morr:i 8.
If any of my a~Dve-naIll8d children predeceasB 11I8, his or hor
share shall pa8S unto Ilio OJ' hor issue per stirpes. If said
child loavus no j E1iJLI8, one-h,,] f (1/2) of that slliH'e nhal I be
dividEld equally ~t!tw()('n lit I' ~JI'ilnd8on, Paul, and grilnddaughtor,
~Jdry (or lho fJurvivot' of t.llulII if on:!y one 1.s surviving). 'I'he
remaining one-lid:! f (1/2) Shill 'I Ill! divided eqUid1y between Messiah
Villdg(;, MBcllanicsbul'g, [>(.JlIlwyIvilnia, for use in its EndowlIIBlJt
Fund, dnd Tho Bruthro" In ehrlut Church Board for World Missions,
Mount Joy, Pennsylvania, to bB t.\sod as it seea best.
.
If ei ther of fill' abovu" IIdlltud grandchi ldren predeceases me,
his or her sharo Hhall piW>) unto h.is or her .issue; per stirpes.
If hl'J or she :Is nut HUl'vivocJ by "lilY issue, that portion shall b",
divided equally dlllon'J r;;y uurviv,ing grandchild named above,
Messiilll Vi lld'Je Enduwlllont Fund dnd 'rhe Board for World ~l.i8sions.
v, . I appoint IIII' SOil, Pau'l A. Brenaman, Executor of this illY
Will, In the event thdt he rails to qualify or ceases to ael as
Executor, I appoinl the Prosidont. of Messiah Village, (or his
designee), Mechanicl3burg, Pennsylvania, Executor of this my
Will,
VI. ,I direct tllat no bond be required by my fidUCiary for the
faithful performance of his duties in any juriSdiction,
IN \VITNESS \;lfEREOF, I, flARY L. BRENAMAN, he;re1wi th set my
hand to this lilY L,"fJt W,ill, typt)\;l'il.ten on two (2) [lheets of
paper :including tilE' attc'uJ:;lt ion clause and signalut'(-)(3 of
wHne/>sos, thin -,,'..,J r]ay"r 9.1.;\r ,1990.
ZnL'f..(/j~.'LfA ;/1lf-l 'YV(",.I /l c~Jf:F:M,)
,'I,(,/" L p /lR ENAMAN
Signed by I'JARY 1" BRENMll\N, by her declared to
in our presence, who 1'1<1\'1,' het'eunto subscri bed
wi lnellsor in her pn,(HnlCe dllrl d I IIF?!' reqllest, (hi 13
9, _L,,:, ,1990,
J 'v,
6..~{ I~t,~.-e.. .xi (L(, ",,:1: .'/1.-" I'(W I d:i ng
4. C"I':~ '_\. (l:..L/ ~~IUUiding
be hor \Vill
Ollr ndmBS ij~
::I ""j clay uf
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il l AY'u:e;~ L.l~L::lc,' h'l ~J.
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COHhOHWf:Al TH Of PU~NSVlVAHU
OEPARTI1f.Nl Of RI:IIFHU[
BUREAU OF INDIVIDUAL TAXES
DEPT, ZaC6Dl
HARRISBURG, PA 17128-0601
.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO,21 97-0017
97112171
03-18-97
U~'lhl II ,,, 1!.tU
EST, OF MARV L BRENAMAIl
S,S. NO, 278-32-2064
DATE OF DEATH 12-30-96
COUNTY CUMBERLAND
TVPE OF ACCOUNT
[J SAVINGS
IX] CHECKING
o TRUST
o CERTlF .
PAUL A BRENAMAN
2020 STUMPSTOWN
MECHANICS BURG
RD
PA 17055
REMIT PAVMENT AND FDRHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK hat provided the Depart.ant with the Infor.atlon lilted balow whloh hat b..n u..d In o!llculatJng th,
potential taK due. TheIr racordl Indicate that at the death of the aboye dlcadant, YOU war. a joInt ewnor/beneflc'ary of thl, account.
If YOU f..1 thl, Infor.atlon I, Inoorrect, plea., obtain wrlttAn oorraotlon fro. the flnanolal InDtl~utlon, attaoh a OOpy to thl. for.
and return 1t to the above addr.... Thll eor-ount 11 hxable In aooordanoll with thM InhllrlhnclI hi)/; LawI of thll COllllonwnlth o-f PennlytvanIa.
W\J~'1;lon.. 1111)' ba ef"..,....... 1.1, cftl~.,11I \,.,1 'oi.o~i.,.
COMPLETE PART 1 BELOW
Account No, 5070098691
II II
II SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
D.t. 08-07-93
E.tob1hl1.d
To in.ur. proper credit to yo~r account, t~o
(z) copl.. of till. notlo. IIU.t IIcco.pany your
pay..nt to th. Reght.r of Willi. Hak. chtlllx
payable tOI "Regl.tor of WIll., Agllnt".
Account Bohnco 4 . 71 7 , 12
Porc.nt T...bh K 50 . 000
AMount Subj.ct to Tox 2.358,56
T.. R.to K ,15
Pot.nUo1 Tox Du. 353.78
PART TAXPAYER RESPONSE
II] I. FAILURE TO RI!SPOND WILL RI!SUL T IN AN OFFICIAL TAX ASSESSNENT BASEl! ON THIS NOTICIl
A. 0 Th. ",bove Infor.atlon and ta)( duu I. f')urrllct.
1. Vou uy choo.e to relllt pay.ant tu the RIIghtar of wills with two c:nplu of thh notlclI to obtaIn
a dhcount or avoid Intere.t, or YOU lIay check bo)( "A" and ret~rn thlll notlclI to thll Rllllhter of
WIlle and an offIcl!!1 !lu.....nt 101111 bll IULI.d by the PA Oapart.ent of Rllvenua.
HOTEl If ta)( paY.llnt. are ~lId. within threll
(3) 1I0nthl of tha dacedant's date of death,
yoU lIay dlllduct a 5% dl.count of the ta)( dUll.
Any Inherl~ancn ta)( due will bllcolle delinquant
nlna (9) Ilonthl sfter tha d8te of death.
[CHECK ]
ONE
BLOCK
ONLY .,
B. ~ Th. ",bovlI sl.et h8' been or wlli be reported and ta)( paid wIth the Pannsylv,.,nls InharltnncD Tftx raturn
to bll fllad by th. decedent'. repre"ntatlve.
PART
~
Tall
LINE
c, c:J The above Inforllatlon 11 Incorrect 8nd/er debt_ anu deduction. warll paid by you.
Vou IIUlt cOllpllltll ~lART rTlllnd/or PART f3l below.
L.':..J L-.:J (",r-
H you lndlc.ta . dlff.r.nt to. r.t., pl.... .tato your .r ..... ~'~~~:ICIA't~USE q!4il~ 0 AAF
r.loUon.Mp to d.c.d.nt, f'A<IIEPARTHENT OF,:~~,\IEIlUI!
P'TIJ~N " ~"MPIIT6TrnN m' Tfall nN ,lnTNT/"~II"lT ^r.t'nIlNT"l ",~!) "i":
;.:t:J
1, D.t. Est.b11.l1ad 1 I
2. Acoount nalanca 2 2
t
!. Parcent rllxabl. 3 )( '3 __
4. Anount Subject to Tax 4 4
S. Debt. Mld Deduction. S 5 "'I'": i:
~:
6. AMount Taxable 6 6
7. Tox R.t. 7 K J 78
8. 'rax Due 8 ,
DEBTS AND D~DUCTIONS CLAIMED
1,,1,)
.
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--
PART
[!]
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAID
~-
.
--- -..-.
-=1
TOTAL IEnter on Line S of Tax Conputation)
Under panalU..
cOMPlata t~ the b..t
1'(.1 !I/'( ,
TAXPAVER SIGNATURE
of perjury, I declare th.t the fact. I have reported above ar. true, correct and
of MY knowledge and belief.
I"
HOME ( )
W~~~-~P~O:NE ~~M8~~-'~---.-~I;~! ;
,:
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSMENT with nppllctlblo lnt.rut b...r! on InforlllllltiO"
IUbIIlttld by the financial lnltltutlon,
1, Inh.rltllnClI taM blOO,," d,11nquont nine 1l0nthll ~ft.r the dlCldllnt'. dnt. of ljut",
3. .Ii joint account 11 tftMflbh ""'In though the dlcl,j,nt'li "a.. WII' lulded '" n Illllthl' of convenl.nell,
4. Aooounh (Including tho.. hFll!d b,t.,'.11 hu.band and wlf., Which thl dlll.lldont put In joint nu.. within on. Ylar prior to
tI,.th Ill" fully tltlcllbl, 1'1 tran,fer..
iii. Acoount. ..tablhh,d joIntly b.tw..n hu.band llInd wife liar. than onll ylar ,HolD' to dlath "I. not t8.1(lbl..
.. Accounh h!lld by II dleedlnt "in trult for" anothlr or nther. are tlu(llblll fully,
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. ALOCK A R If thl InfClrllla\lon IlInd co.putatlon In tho notice arlll correot and dllductlon.. Hre not being chlud, phca an "){"
In block "A" of Part 1 of the "Ta)(Jla~ur R.spon.... notion, Sign two capiu and fiub.1t the. with YOUI' ohack fur ihft a.ount of
tal( to tM Reghte,. (If Wills of the oounty IndlcAtlld. The PA Ollpllrt..nt uf IIlIvllnll. will IlIu, an offlcilll! all.....nt
(For. REYwlS4a EK) upon rllcelpt of the return frolll tl1l1 R~glste,. of Will..
?. BLOCK B If thl 1lI...t specifIed on thh notlclI hlu boen or will ba reporhd And tll)( P!lid with the Pann.ylvllInla Inheritance
hl( Rlturn filed by thl dlcldent'. r.pre.entatIIJII, plaCI nn "1<" In hlocl: "B" of Part 1 of the "Ta)(pay.r Re.pon.e" lI.ction, Slyn ani
OOPy and return to th" PA Depart..nt of RevenulI, Bureau of Individual Ta)(.., I)lIpt 280601, Harrisburu, PA 11lZa-0601 In thl
envIlope p,.oIJlded.
3. BLOCK C - If thl notlclI InforaaUnn is lncorraot and/or daduotlon. arl being cllll'"~d, check block "C" llInd coaplllt. Part. 2 Ilnd 3
...::::.:..-,:I.;,;;~; tr... :;1:~~...0~1:;,~.:. ::'::.!.:I~. Cl;:-. h.:: :::~:J~:: ~~-t ~u!::"'\!'!; ~~,~:: ::!-:;~. ,':.'" ':~,"~", ~:.. ~k: -_..~'..:~~ ...c t'!',. r..~...'"l,.. t.. th", ~':.':::lr.~~'
of W1!ls of ttw county Indloated. Thl PA Dopart,ent of Revenue will luue an offlolal alle.."ent (For" REV~lS48 DO upon reoeipt
of the ,."turn f,.oa the Reghter of Willi.
TAX RETURN - PART
2
TAX COMPUTATION
LINE
1. Enter the date the eocount originally wu eUabllshld or titled in the .ennur' 1I)(I.tlng at date of death,
NOTE I Fa,. a dacadent dying lifter IUll/eZI Account. whioh the dncedant put In joint na... withIn on. (1) Yl'Illr of duth are
huble fully as tran.fers. flow.ver, HI'" I. IIn uclu.Ion not to el(clled U,OOO per tren.f.,.e. r.g!lrdla.. (If the vllul of
the account or the nu.ber of 'llccounh held.
If III double ..t.risk Out) nppllllr. befor. iour first ne.. In the IlIddr." portion of this notlce, the n,ooo I><clu.ion
alralMfy ha. baan deduchd fro. the accoUflt balllnce u raported by the flnanoial In.UtutIon,
2. Enter t'na total balance of the account Including Intlrut aooruld tG tha dote of death.
3. TM percant of tha acoount that Is tal(able for noh .urvluor is detar.lned ft. folloWSl
A, The p",.cllnt ts)(abl1 for joint au.ts e.tabllshed 110,.1 than one y.ar prior to the d.cadent'. duthl
1 DIIJIDED BY TOTAl. NUMBER OF
JOINT OWNERS
E)(8IIPl.1 A joint u.et reght.r.d
DIVIDED BY TOTAL NUMBER OF )( 100 .. PERCENT TAKABLE
~URV1IJINO JOINT OWNERS
In the nna of thll dacedant and two oth.r per.on..
1 DIVIDED BY :5 (JOINT OWNERS) OIVIDED PlV Z (SURVIVORS) .. .167 )( 100 II 16.7% (TAKABLE FOR EACH SURVIVOR)
ft. The pa,.cent ta)(lIbll for- a..ett c:reated \tIlthln ana year of thl decedent'l dllllth or accounh ownld by the dac.dant but held
In tru.t for anethllr Indl",lduIIU,) (truat benaflolarl")l
1 DIVIDED BV TOTAl. NUMBER OF SURVIVINO JOINT
OWNERS OR TRUS'F BENEFICIARIES
)( 100 .. PERCENT TAKABLE
EM..pl.l Joint account registered in the naae of the deced.nt And two othlr person. and e.hblhhed within ana y.ar of dllAth by
th. decedlnt,
1 DIVIDED BY 2 (SURVIVORS) .. .50 )( 100 .. 50% (Ul(ABlF FDA EACH SURVIVOR)
ft. The MtO~t .ubj4HIt to tu (1Ina 4) is det.,..lnad by ,ul t Iph' ing the account balance (l ~nD 2) by the perclnt tal(l!Ibl. (lIn. 3),
S. Ent.r the totftl af ttM d.t)h and daduction. 11.tad in Part 1.
6. The II1000t tllMlIbll (11na 6) II detllrl\n.d boY SUbtracting the cllIbt. anc. deduction. (line 51) fro. the allOunt .ubjlct to taM (1ln. 4),
7. Enter thlllPpropriata tax rata Clln. 7) u deteraInld below,
A, for dat.. of dl.th O(lcurrlng aftar 6/30/94, thl till( rat.. for tranlfatl to 'POUI" are a. fllllow'l
I, Oat.. of duth on or after 7/1/94 IlInd bllyor. 1/1/95 th. rAtl II 3%.
Z. Oet.. of dleth on or lifter 11l/9S trnn.hrs to Spall'" will b. taxld at 0% till)( rat..
Notel For dat.. of death pdor to 7/l/94 tranlhr. to SpOlIS" ara tal(ahle tit 6%.
B. Tran.fe,.. to I1n.al ducendant. Including fllJthar, eothllr, son, dftughtar, grflndc:hlldran, .0nwln~1aw,
dlU8hte,..Jn~law, Itapohlld and their IlIua l!Ira talCabl. at II>< percent {6%>.
C. Tran.f.t. to all otharu lncllJdlng brother, slit.,.. uncle, aunt, nephew Ilnd nluee ftrl tllMable at flftelln perClI"t (lS;O,
D. If Votl C:hange thl tax rate, plIlll" speoily your r.lation'hlp to Hllt dl<ledant In th. araa prOVided.
.. Th. altOunt of tftX due <lIne a) II deter.inad by lultlplying tha n.ount tlllllabl. Il1ne 6) by the till( rate <line 1),
CLAIMED DEDUCTIONS . PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowftble d~t. and dad\lcUonll nr. d.ter-.inad I'll follow'l
A. Vou legally are ralpon.Jbl. for paYI,,"t, or thl IIItst. 'obj.ct to adltlnlstr.tlon by a p.raonal rAPruent.t1l1a I. In'Yfflc'~t
to pey th~ deductlbl. It....
lB. VO'I ..0 hill 1 1" pdd thl dlbh lifter d..th of th. dllcedent flnd..,an furnish prtlof of flllv.a"t,
C. Debts baing d,l.ed lIU.t be Jtl..lud fully In Pnrt]" If addltlcmal ',UtC. h needed, un plain papar a 112" I( 11". Proof of
paYllf1t It'l'l bl requ..tad by thll IIA Oapartaant of Re",lInUa.
TAXPAYE~ ASSISTANCE .]
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TDDI (717) 772'2252 (HEARING IMPAIRED ONLY)
l~).'~~{1?' 'l
BUREAU Of INDIVIDUAL TAXEZ
INHumANer TAX lllVISION
UlPT,280601
liARIU!)BURG, rA 11128"0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR IllSALLOWANCE
Of DEDUCTIONS AIiO ASSESSM~IiT 01' TAX
07-07-97
BRENAMAN
12-30-96
21 97-0017
CUMBERLAND
101
I-~-:::,-Em,~~n,r~..~,nt~~:~::::l
MAKE CHECK PAVABLE 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: i5'47" E if" AF "p"" f fiF9; Y" Nfifx"c r "oF" i"NH Eiix" T AN"C E" fAX .. iI-p pilil "x" S E;''-E' N:r;" A L i.."llWAN"c E" oR..,'"""".."...."""....
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY L FIL.E NO. 21 97-0017 ACN 101
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ill returns assessed to datil.
ASSESSMENT OF TAX:
15. A.,oun,t of Lin. 14 .t Spoll..l
16. Allount of L in. 1(, taxable &'It
17. A.,ount of line 14 taxable at
18. Pr1ncip.l Tax Dll.
PAUL A BRENAMAN
2020 STUMPS TOWN
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
RD
PA 17055
ESTATE OF
BRENAMAN
TAX RETURIi WAS: 1 X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real est.t. (S~h.dul. Al (1)
2. Stocks and honds (Schedlllo 8) (2)
3. Clos.l~ Held Stock/Partnership Interest (Sohndule C) (3)
4. Mortgages/Notns R..c:e!vrab1e (Schedul. D) (4)
S. Cosh/Rank Deposits/Misc. Personal Properiy (Schedul. E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. T,..".1.rl (Schedula G) (7)
8. Total Au.is
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fl..lo.,.d Exp.n..'/Adlll. Cosh/Misc. F.xpenses (Schedule H) (9)
lli. Debts/Hortgage UabiliHes/lhns (Schedule I) nO)
11. Tot.l neducHons
12. N.t Valli. 01 1'ax Return
13. Charit.bl./Guvarnmental 8equast~ (Schedule J)
14. N.t V.lu. 01 Estat. Subj.ct to Tax
NOTE:
) CHANGED
,00
157,035.21
,00
.00
20,173,06
4,717.12
,00
(81
4.544,36
.00
1111
I1Zl
1131
1141
r.t.
lin..l/Class A r.t.
CoI1at.,..l/Cl_s8 8 ,..t.
(15)___~ X ,00=
11&1_.__..lZ.L 381 ',Ql X ,06=
117J ,00X,15=
(18)
"'------..,-.''."'''l
AMOUNT PAID
",nD1
~~.~:~~:~~::J=-"''''.!t~
( IF TOTAL DUE IS LESS TUAN 11. NO PAYMENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICMI, VOIl MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TIllS FORM FOR INSTRUCTIDNS, I
TAX CREDXTS:
PAVMENT
DATE
03-25-97
RECEIPT
NUMBER
AA185313
DISCOUNT (+1
INTEREST/PEN PAID (" 1
532.14
. IF PAID AFTER DATE INDICATED. SEE REVERSe
FOR CAl.CULATION OF ADOITIONAL INTEREST.
\
/
'*'
Rlv.\~.1 U MP lot.tll
MARY
L
DATE
07,,07,,97
NOTE I To ir;sur. propar
oredit to your aoeount,
sub~it the llPP"" porilon
01 thiA for~ ~ith your
tax paYlllent.
181.925.39
4.~4~
177,381.03
.00
177,381.03
,00
10.642,86
,00
10.642,86
RESERVATION,
PURPOSE OF
NOTICE I
PAYMENT I
REFUHO (eR) 1
OBJECTIOHSl
ADMIN
15TRA TI VE
CORRECTIONSl
DISCOUNT 1
PENt.L TVI
INTERF.STI
/....
tl"l
I
,
;.'\
,
()
E.tat.. o~ dlcldenh dYlnR on or blfarl DecI,b.r 12, 1982 ~~ If lri~ future Jnterut In the utah h trl!ln.fured
Jn p08.e.~lan or enjoy.ent to Cia.. B (collateral) blneflclarie. of the decldont after the expiration of any ..tatl for
11'e or for Ylar., the COMMonwealth h.reby expre..ly re.erve. the right to apprftl.e and a..... tran.fer Inharitanal TaxI'
fflt the lawful Cia.. B (oollnteral) rate on anY .uah future Int.rut.
To fulfill the requlr"'fH. of Seotion 2140 of the Inh.rltanoe IInd E.tatl Tax Act, Act 21 of 1995, (72 P,S,
SeaUon 9140),
Detaoh \he top por.tlon of thh Notlcl I!Ind sub_It wlth your pay.ent to the Regutef' of Will. printed on the rever.. dd..
--Make oheck or 1Il0ney order paY8blll tOI REGISTER OF NILLS, AGENT
A r.fund of . tax or.dlt, which was not requ..ted on the Tax R.turn, ~ay be rlque.tad by oOlllpl.tlng an "ApplloatJon
for R,fund of P.nn'Ylvania Inherltanoe and Estate Tllx" (REV'1313), Applloatlon' ara available at the Offlol
of the Reghter uf WHit, any of thl i'3 Rev.nue Uhtrlot Offlo.., or by calling the sPlollll 24-l)our
an,wlring ..r'Jlotl nUllIber. for forlllB orderinG I In PennsylVllllla l'800w362.20S0, outside Penn.ylvenla and
within local Harrl.burg ar.a (717l 787.8094, TOOl (717l 112-22S2 (Hlarlng l~palred Only),
Any party In Intsr..t not .atl.flad wIth the appraJ~a..nt, allowanc. or dIs81iowano. of deduotIon., or a..e"Ment
of tex (Including dlsoount or Jntare.t) a. shown on thlG Notioe ~ust obJ.ot wIthIn .Ixty (60) days of rac.Jpt of
thh HotIc. bYI
wwwrltten protut to the PA Oepart..nt (1f Revlnue, Board of Appul., O.pt. i'81021, Hl!Irf'ltburo, PA 17128-1021, OR
w".lectlon ta havI the lIlattllr dli;erllllned nt audit of thl aooQunt of the perlonal rIPrelilntatIv., OR
-wapPlal to the Orphanu' Court.
Factual "rcrs dhoovlrfld on thh allflUMent should be addrused In writIng tOI PA Oepartllnt of Rev.nu.,
lur.au of Individual Tax.., AT1Nl Po.t A.....M.nt Review Unit, O.~t. i'80601, HarrI.burg, PA 17128-0601
Phone (717) 7B7-6S05. S.e page S 01 the booklet "In.truotIonl for InherItance Tax R.\urn for a Relidlnt
Dec.dent" (REV-lS01) far an explanation of ad.lnl.tratIv.ly oorreotabl. errort,
If any tax dUI 11 Pllld within three (1) calendar Month. hfh,' thl dlc.dent'. death, n fivI p.roent rs;o discount of
the tax paid h allow.d.
'rhe 15Y. tax allOalty non.partlolpatlon plnalty II OOllPut.d on thl total of thl teIC and Int.rut a......d, and not
paId before January 18, 1996, tho flrlt day aft.r the Ind of the tex Pllllnuty period, Thll non.partJolpatIon
penalty I. applalabl1 In thl ~a.o 8annlr and In thl the la.. tl.. plrlod al you would apPIIJ the taK and Inter..t
th.t hili btltn .......d al indicated on thl. notice.
Int.rut I. ohargld blglnnlrlg with flrat rillY of delinqu.ncy, or nln. (9) 1lI0nth. etnd ani (1) day fro. the date (If
~eth, to thl date of paY.lnt. Ta)(l. whloh blc~ d.llnqulnt b.forl January I, 1982 bear Int.r..t at tho rate of
.Ix (6Y.l Plra.nt plr ennu. calculated at a dally rate of .000164. All taxel which b.oa.1 dllInquent on and .,tlr
January I, 198Z wl1: bur inter..t at II rah whloh will vary fr08 oalendar y.ar to oalendar year with th't !'ate
announold by the PA nlpart.ftnt cf Rlv.nul. Thl applloahl. Int.re.t rate. for 1982 thruugh 1997 arel
'!.~ Int.rut Rat. Olllly Inhrut Fftctor !!!! Int.rllt Rate DallY Inter..t Faotor
1982 ZO% .000548 1987 'X .000247
1981 16% .000438 1988-1991 lU ,000501
1984 11% .000101 1992 'X .000247
1985 11% ,0003S6 1991-1994 7% ,000192
1986 10Y. ,000274 1995-1997 'X .000247
--Intlrut It oaloul"tld .. followsl
INTEREST. BALANCE OF TAX UNPAID X NUKSF.R OF DAYS DELINQUENT X DAILY INTEREST FACTOR
HAny Hollol I..uld after the tax bleo... dellnqulnt will r.fl.ct an Int.r..t olllculilltlon to flft.en (IS) daYf
blynnd the d~t~ of the hl....IIl.nt, If pay..nt I. ~Id. after the Interl.t oo.putation data llhown on thl
NOtlCI, addi t lonal Intuut MU.t bl calculated,