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Home My WebLink About97-00206 IJETITlON II()R I)ROIIATi': Ilnd GRANT ()I< LETTERS HI/all' C!! J~t\Z,I:.L- /vi. bIIOW'':: No. ~/--97 -~Q" 111.1'0 klloll'lI /I, .10; Il."gisll'r of Wjlls 1'01'.'11'1<'1. .' I [)f'l't'lI.$'d, ('Olllllyor ( -.,J,~Y'~"J.l~r:q~ in SaC'ia( SC'l'IIril,l' Na. .11 't - P::l ~ ~ It, "1. ('01ll11l01lWellllh of Pennsylvllllill The pellllon of Ihe '"l(krslg'WlI fl'''I1<'ellllll)' Il'pll'Sl'nls Ihlll; YOIII' PClili.()f1('I'($., who is/al"l' IX ~'(,'aL' or av.l.'~O - oldl'r 1I1llhc (',":l.'l'1I1 (.I r'- in Ihe IlIsl will of Ihe IIho\'" ll<"",dl'lll, dlll"d . .. (,.,..__ __ and eodil'ills) dllll'd _.._ '. . __. thl' .... ._.._..._.... IJlll1led .. '__~"'" 19.:tla.. (~Ii1ll' Il'ln',lllll'ifL'llll1,lann'\, l'.j.' , 1l'[lIltlnat1rltl. dcath lit L"L'~'lllot, l'll'.) . Deeendenl WIIS dOlllkiled III delllh ill ('vrVlie..\ll"J. ..'_...... COllnly, IcnnsYlvr,nla, wilh h.LL._.. Ills I fnlllily or prlnl'ipnl residence al. ~ ':- ~- ':) c, y'U'-n\!-'''_'.L -~~.'__,-___...!-:.!:il2.:~. I~_ ._._1.1...1').______ ... ...__.____ _______.._......._____. (11\1 \ltl'L'I, lllllllhl'f and ulIll1dpaliiQ [)Cl'CJ~llnl, Jlll'n.J'?-.. _ yenrs 0f age, dkdfi. .~_' ..~ ..1.5.''\ ]__.__...___., 19___., ill. __ Cd~\_',)\":__.\-h<;'\",\.y; .. __. ..__ ..._.. .________._______, "'el'pl as follows, deeedelll did 1101 nlllrry, WllS 1101 divoteed and did nol have II child born or adopted lifter l'\ceulion of Iile 11'111 offered for prohllle; WlIS 'lOllhe vkllm of 1I killing and was never adjudicaled IIH:Olll!1Cll'nl: _........ .______,~___ l>eee",II'1l1 III denlil owned properly wilh eSlimated vlllues liS follows; (If domiciled in Pll_) All personal properly $_..~~O, 0(>0. or) (I I' nol domiciled III I'll,) P"rsonlll properlY in Penllsylvania $ (If' 1101 domkiied in I'a,) Personal properlY in Counly $_ Val",' of renl eslllle in I'ennsylvllnia .. (, :..... $yY-')() OOQ4...QQ...... ';llIn"'<.1 ", 1'0110\\.; ..___ 2_1,:~C'?_LL<lq,>.r..:>'[., .....J::f'hL":.s::iL._~~_ c9...9 _ ^(B.6~. Nor.,.( b.lli ,cldl-e :iJ')-,.... T"'!._~+CkillQ!.c_\"::r:~~.<,- -<.> -"..0 "'1=-'L~ WHEREI'OKL, pelitioner(s) r,'specll'uliy presenled i1erewilil "nd Ihl' granl 01' kllers reqnes:(s) Ihe prohmc of Ihe lasl will and eodicll(s) . -:Tl2~> T:8.N-"_L~ i ". ...... tl~'~(al1lt'l\lal~-; adlllillhlrillioll',[ ,II.: administration d,h. n .c.l,a.) Ihl'H'I!. . ' " ~ " "?2 " , O! '"" " 'H .- ,-or. ,,,,- ~.:: " " 7. b (, ~~~n_i~ -GcO~"'.F. ~"'&.I-^, ':Ann ..;;1,1 .!rJ.H!4:IL S'1'. CJi""I,., ~ 1,(:' ,.1?11 ,.1.,1l1.) l1'")')."()- 1"7'CL ~~~')' -~.- ~....:..._----~ - - - ..~ (l!',lJ;,...B-,'h!'l!!!.___ ~J!:4!L _..'&L'-..12M.~rP.}J.._~I&I::L______ _~j"iaol'"1e.~._~_ :UID........_ _J72.3J.NiV..o_".F&. '11': 1 ._~-_.._._~~.- ----".-.-.---.-. OATI-I OJ. IJERSONAI. REPRESENT A TIVE COMMONWI-:A,U;U OFI'ENNSYLV ANIA COllNTY OF _~\i0!l ~r(((1\ ,L_ .. . I J "" Till' IWliliow'rhl ah(l\'l'-Il11Illi.'d \\\'(,.'al'(ld or llITil'lll(\) lhalllll.' \tall'Illl'llls Illlhe roregolng petition arc trul' iltHI L'(lIT I'L'1 to I Ill' hl....lllr 111\,: ~1'1l\\kd~H' and Iwlid of Pl'litinncrb) and lhal as personal reprcscn. latl\'l'{'d (If Ila' illll.l\T dl'i.'t.'dl'tll p~'rili{)I1L'r(\) will wl'llulld l['uI\, adlllllli...ll'l' till' estate llCl:ording (0 law, SIIPIIl I" ll! "llillllcd "".I ,,,I1'.('III,,,d I ku.'\:....~~ (': ~:~~n~_.u:...._ ~ hL'I{lI{' 1111.' tlll\ 3(d. <la\ ()I~}.It,~~~I.~,.P.JJ{hr~.= ~ Marr:ll 19 C(r7 r ~ /TXtllAJ (I. ;t"<LCL, (' 1 ~ Oil {l B \. 'I, NI'{~i.\I('f .s I~ I' -- ." p-r. ...I'f".! ~ ~ li' ~ .- uJL t No, 21-Q'I-?Ofi Estate of ~~ ' P> f<a tlA. Q_ , Deceased DECREE 01' PROBATE AND GRANT OF unTERS AND NOW .___.___._.__Ma.r:<':iLLu........__..... 19~t!Z. In consideration of Ihe pelltlon on the reverse side hereof, salisfaclory proof huving hee~{reSCnled hef~JI'e l11e. IT IS DECREED Ihilt Ihe Instnll1lcnl(s) dilled__"_"_'_~'~f_l5.~ i:. _.... . described Iherein be~l1lllled 10 probale and filed (If recor9 ilS the lusl will of _.. HI,2,l;id j) , . Lj~Lt~oQ..... ...__.._._...._._____.........____..__..._________; and Lellers ---=r",~ it. llJU?LL1:A.t'4_._.____.__.._____..-.---.__ arc hereby granled 10 JANE BQLAN....sJJ..LI,..uLAN....Al'ill.....G.EORGlLE... DOUG! .AI':, !-LL- .---.------------..--.---------- ~~_~~h .)#~fJlJ. C) ~\ .. () Re~I."er of Wil~ ~\ FEES Probate, Lellers, Ete, ,,"" , " $ 515.00 Short Certlficateso.O .. , , , , , . ., L..3.Q....Q'O". Renunciation """""""" $ xNpages $ 12.00 JCP ~.uu TOTAL _ $.1).62 00 Flied """ ,!:1IlXP,I'), ,4,.1,9,9,7.. . " . . , , , . G:~o ~_h'f. l\~...L..m ts.a.. Al1'ORNEY (Sup, Cr J.l), No,) (p 1t!8', 021 0.." /-i,sJ... sr.o(}.rf'.l(e fA. AOO{ESS ;z.~- 11'10.. PHONE ~~ ~ :0 :o~ p. :',-, (D t.r ,Ii! 9 ;J; ;:J , S!ij , ~ C .. Q ?l ;':::J . \ I ~I. ; .... (h "ut: 0 )> ..'.l Ut -" -..l r.Il A:: 0 ~ . 10\; u 0 I'ol '" ~ ..... x '" w ~@~ .-I (9 Z ~ D .. Z 10\; f") 0 ~ Ii: 0 0":::: .-I Cl ~ ~ ~M H 0 ::l<( '" <: . ~8~e Ii-< U~H ~ '" . <<l ::0 O~ '" ~ U)if.l t;:',... m U:>~ 10\; UZ .-I Ul ~:J~ 8m H <.......: < ~o 0< . t-) ~ o-l;:x >~ P:: ...lHH In ~~ ...1 \;; Ii-< . H l? :E:~ ~; (9 ,u.. ~ 1: >. Ul <t:>::o IJ.l 1;; t:> ~oo :) ~ ..... ZUlO IJ.l ~< ...lZ . 5 0 ffiw ,3 t Cl r:;:: Cl m...l ~z u Cl "">-0 X "n. ~ U ~"'.... c. . Z 1.Ll UJ ~ au. .!3! ~ Cl 0..: . . r11 Cl ~ . r>l ~H~ Iol. ::;:: H 1Xl~ Cl Ul ~wo P :2: 0: - tfl 2 f>l 0 Ul r11 Q ~ ~ Eli 0 H ..... ::l Ul ::c "' , p.. I-fLl~ r11 lil u ..: IJ.I ~ L gl ..J u 0 N fLl ..J .~ u A:: ~~2 fa ..: u G: 0 p.. u "' Cl 1ol.1j(9 Cl 0illtlI.S The Accountants herein credit themsclves wilh lhe following: SCHEDULE H - expenscs I. Douglas, Douglus & DoughlS 2. Hlllon Lock Svc. 3. Unllcd of PA 4. TV Cablc 5. Darlcne Moyer 6. Durlene Moycr 7. Rohln K. Sollcnbcrgcr 8. Paul Mulinidl 9. Sunnyside RestaUl'unl 10. Westminster Cemetery, II. Rowe's antiques 12. Farmers Trust Co. 13. PP&L 14. Borough of Carlisle 15. Diulllond Skip Search 16. TV Cablc 17. Cumberland Law Journal 18. Scntinel 19. Dauphin Oil 20. Masland Assoclales 21. United of Pa. 22. Eugene E. Quigley 23. Douglas, Douglas & Douglas 24. Rcgister of Wills 25. Jane Sullivan 26. Larry Foote 27. PP&L 28. Borough of Carlislc 29. TV Cable 30. PP&L 31. Uniled of PA 32. Jane Sullivan, Exccutor 33. John Bolan, beneficiary 34. Hooke Lebo & Hooke 35. John Bolan, CPA 36. I % Transfer lax on cemetery propcl1y 37. Register of Wills 38. Regisler of Wills, Agent 39. BOl'Ough of Carlisle 40. TV Cable 41. Douglas, Douglas & Doughls 42. Unitcd of Pa. 43. PP&L 44. Borough of Carllslc probalc fecs change door locks phone bill cable bill 1997 personallaxcs 1997 reul estate taxcs for 225 S. Wcst SI. 1997 real cstute laxcs for 26.40 acrc truct car appraisul funeral luncheon date scrolls on bronzc appraisal pers.prop. Bank charge for checks electric bill watcr/sewer bill Mike Doyle uddress cable bill advcrlislng advel1ising fuel bill -225 S. West finul doc 101' bill lelephone bill replace and repuir faucets Allomey fce Reserved for filing final account Executors Commission appraisal Rcimburse /cxpenses Rehnburse/aulo expensc from Floridu for funeral appraisal Tax preparallon/advicc Filing invenlory/apPl'llise Pennsylvanin Inher. Tax Wutcr Rcimb.ludd'l probatc fecs 4 562.00 166.00 (tU8 38.30 9.90 598.42 82.30 50.00 637.45 150.00 75.00 25.00 50.05 18.94 55.00 38.30 60.00 77.66 164.66 65.47 132.01 184.85 100,000.00 300.00 100,ooo.no 935.00 42.24 11.82 38.30 37.31 40.25 2,423.39 794.22 540.00 1,500.00 383.28 25.00 225,069.00 11.82 38.30 63.00 78.25 66.18 23.68 IN THE.COLJR'f OF COMMON PLEAS OF CUMBERLAND COUNTY, PBNNA. ORPHANS' COllRT DIVISION NO, --~'~-'-~_.~"._--,._--~~" STATEMENT OF PROPOSED DiSTRIBUTION OF JANE BOLAN SULLlV AN AND GEORGE F. DOUGLAS, III, EXECUTORS OF THE LAST WILL AND TESTAMENT OF IIAZEL M, BRAME. DECEASED. LATE OF THE BOROUGH OF CARLISLE, CUMl3liRLAND COUNTY. I'ENNSYL VANIA --------..._-,.__._~._._~_.._-_._~~._-,_.._--. We the, nccountants hcrcin proposc to distrihute thc snid estnte in accordance with the Last Will and Testament of Hnzcl M, Brame, as follows: BAI.ANCE 1I0R DISTRI8UTION $1,080,257.47 LESS: ITEM II. I give and hequeath the slim of $500 to each one of my brother, David C Stouffer's children, who arc still living at the time of my dcath, Kate Hull, 1271 Second Ave" Challlbersburg, PA 17201 Virginia Stouffer, 12582 Mongul Road, Newburg, PA 17240 Philip Stouffer, 1263 Newburg Road, Shippensburg. PA 17257 Marlin William Stouffer,l3J Marco Circle, Shippensburg,PA 17257 Snra Stouffer Hull, 2534 Hel1l'Y Rand, Chambershlll'g, PA 17201 Velva Rohinson, 1913 Black Gap Rd" Fayetteville, PA 17222 ITEM III. I give and hequeath the sum of $1,000 to Stephen Douglas Stouffer, the son of my brother, Paul Stouffer, providing he survives me: Stephen Douglns Stouffer, address unknown ITEM IV, I give and hcquenth the sum of $500 to each one of my brother, Charles A, Stouffer's children, who arc still living at the time of my death, Tom Stouffer, 362 Maple Lane, Carlisle, PA 17013 David Slouffer, 1270 Orrstown Road, Shippensburg, P A 17257 Mnry Reasner, 250 Garfield St., Shippensburg, PA 17257 ITEM V, I give and hequenth the ~um of $1 ,000 to my brother, Harry L Stouffcr, providing he survivcs me"" Harry L Stouffer, 13'7 Shippenshlll'g Rd" Shippensburg, PA 17257 $1,000,00 $500.00 $500.00 $500.00 $500.00 $500.00 $500,00 $ j ,000.00 $500.00 $500.00 $500.00 ITEM VI. I give and bequeath the sum of $1 ,(KID to my brothel', Walter S. Stouffer, providing hc survives me"" Walter S, Stouffer $1,000.00 7 ~< :llillHi\l1A lAl'U.li\(lfiNUUl ~1I\IXI"I_I!,"!lrlhlf l.f<<I....I-Mi(Jl,'\llllJl:~I:.lOPM fltvl~l: Ol'tljl9~~.III:HPM JANET DOYLE and STEPHEN DOYLE, Petitioners/Appellants v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLY ANIA ORPHANS' COURT DIYISION JANE BOLAN SULLlY AN, Jndividulllly and as Executrix under the Inst Wi IIlInd Testament of HAZEL M. BRAME, and JOHN STUART BOLAN and GEORGE F. DOUGLAS, III, as Executor of the Estate: of Hazel M, Brame, Respondents! Appellees NO. 98- APPEAL FROM PRQBA TE AND PETItION FQR ISSl.]ANCIj; OF A CfT A TION IN THE MATTER OF THE EST A TE OJ( HAZF:L M. BRAME I. BACKGROIDID: 1. Petitioners/Appellants, Janet Doyle and Stephen Doyle, are adult individuals with residences at 518 E. Harris Street, Savannah, Georgia 3140 I, and RR2 S69 C.17, Smithers, British Columbia, Cannda YOJ2NO, respectively. 2. Petitioners/Appellants are the children of Decedent's surviving ,ister, Margaret E. Doyle. 3. Respondents/Appellees are Jane Bolan Sullivan, an adult individual with an address of 7616 Dunstan Street, Springfield, Virginia 22151, individually and as an Executrix, and John Stuart Bolan, Esquire, an individual with an address of 9400 Gulf Shore Drive, No.6, Naples, Florida 34108, and George F. Douglas, III, Esquire, as Executor, 4. Respondents Jane Bolan Sullivan and John StUat1 Bolan are the children of Decedent's late sister, Helen S. Bolan. 5. On March 3,1997, Respondents Jane Bolnn Sullivan nnd George F. Douglas, III were granted Letters Testnmentary by the Register of Wills of Cumberland County under the Last Will and Testament of Hazel M. Brame, dated May 6, 1996 (hereinafter referred to as the "May 1996 Will"). A copy of the May 1996 Will is attached hereto as Exhibit "A." 6. Petitioners/Appellants contest the validity of the May 1996 Will. 7. Petitioners/Appellants arc beneficiaries under the May 1996 Will and the Will executed by Decedent prior to the May 6,1996 Will. 8. Prior to her death, Decedent lived in Carlisle, Cumberland County, Pennsylvania. 9. Decedent had always maintaincd that she would take care of her sisters and their children. Prior to thc May 1996 Will being executed, Petitioners/Appellants believe and therefore aver, that Decedent had a will (hereinafter "the original Will"). It is believed and therefore averred that the original Will provided tor distribution of Decedent's residual estate evenly betwcen her nieces and nephew. It is believed that a copy of the original Will is in the possession of one or more of the Respondents. 10. The May 1996 Will provides Pctitioners/Appellants with relatively small bequests of $500.00 each. I I. The May 1996 Will provides Respondents Jane Bolan Sullivan and John Stuart Bolan to share equally in the Decedent's residual estate, valued at over $1 ,000,000.00. 12. On numerous occasions prior to the May 1996 Will, Decedent had declared that she would take care of her sisters and their children evenly. 13. After the death of Petitioner, Petitioners/Appellants' mother, Margaret E. Doyle, the last surviVing sister of Decedent, is believed and therefore averred that Respondents Jane Bolan Sullivan and John Stuart Bolan undertook a plan or scheme to assert uI<due influence on Decedent for their benefit. At the time of the execution of the May 1996 Will, it is aVtJITed that Respondent/Appellee Jane Bolan Sullivan and John Stuart Bolan exercised undue influence over Decedent. 14. At the time of the execution of the May 1996 Will, it is believed and averred that a confidential relationship existed between Decedent and Respondent/Appellees, Jane Bolan Sullivan a,nd John Stuart Bolan, Esquire. 15. It is believed and averred that at the time of Decedent's execution of the May 1996 Will, she lacked testamentary capacilY to m,,~e such a w" . 16. Hazel M. Brame died on __' at the <<ge of __' Petitioners/Appellants believe and therefore aver that the assets of Hazel M. Brame's Estate are, in large part, as identified '. (though not as valued), as set forth in the First and Final Aceount l11ed with the Register of Wilts. II. MlEAL..F.ROM PROBATE: 17. Paragraphs I through I n hereof are incorporated herein by reference as though set fortb fully. I R. This appeal is launch cd pursuant to the provisions of 20 I'a. C.S.A. ~90R and Local Rule 10.2-1 by Petitioners/Appellants who arc challcnging the probatc of the document identified as the "Last Will and Testament of Ilalcl M. Brame" dated May n. 1996. Upon this appeal, Petitioners/Appellants request that this Court, aftcr hearing, dctennine that said document is invalid and void, having been executed when the Decedent was incompctent and/or having been obtained by exercise of undue influence, n'aud forgery and/or by the abuse of a confidential relationship between Jane Bolan Sullivan and John Stuan Bolan, Esquire. 19. For the reasons set forth above and as may become clearer upon discovery, Decedent was incompetent and lacked testamentary capacity at the time the May 1996 Will was executed and tberefore the document is invalid. 20. For the reasons set forth above and as may become more clear through discovery, the May 1996 Will was executed subject to the undue influence of Jane Bolan Sullivan and John Bolan Stewart, Esquire and are, therefore, invalid. 21. For the reasons set forth above and as may become more clear through discovery, that a confidential relationship existed between Decedent and Jane Sullivan Bolan and John Bolan Stewart, Esquire. WHEREFORE, Petitioners/Appellants respectfully request that this Court order that the writing entitled "The Last Will and Testament of Hazel M. Brame" dated May 6, 1996 which were admitted to prob.lte are null and void and of legal ef~'ect. III. PETITIO~OR AN ORDER DIRECTING ISSUANCE 01<' THE CIT A TIOIS.: 22. Paragraphs I through 22 are incorporated herein by refercncc as though sct forth fully. 23. For thc reasons set forth in the foregoing Petition. Petitioners/Appellants respectfully that this Court issue an Order directing Respondents to show cause why the document probated as "The Last Will and Testament of Hazel M. Brame" should not be declared invalid and void. Inventory 01 the real and personal estate of . HAZEL M. BRAMb: ____ deceased illllt or IJotllb VII_ "b. "'. IIIYI I. 81 Sonte fe BnerlY P.olou",el .. )).12' 1,063.12 2, 118 Phil. Wee. Cornn. .. 2D2' 2,634.3' 3. 96uor .. 24.32' 2,33'.20 4. 180 Genoral Moton .'9.m 10,'/32.'0 ,. )2 GenerGI Moton (',,,, E . 46.62' 1.492.00 6, 8 OM HUlhel .. 60.00 480.00 7. 200 PP&L .. 23.00 4.600.00 8. 14 fonn CenlloJ Now, A"",tlcln @ .17.2' '21.'0 Flnll1<loJ Oroup 9. 789l'ubllc Service Elec. Ii 0., tt 28. m 14,793.7.5 1 J. 48 Delnllrv. Power & L1sht at 1930 936.00 12. I Amencon Annuity OMp @ 1'.00 ".00 13. 7844.72' DeI.wlt.. U.S. Uov>rnm.nl .. 7.'1 '8,913.88 fund CI... A 14. '20 To..co o 104.12S '4,14'.00 ". 01063.766 DeI.O'.... Tu p,.. Pund 08.24 33,48M3 16. 20 PIMIT'7 CUllp 70883~701 o 781.8' lM37,00 . 17. '0 flMIT N89 CUlip 701184H224 lit 614.74 30,737.00 18. 10 PIMIT 1/2' CUllp 708838'29 @ "9.90 1,'99.00 19. 20 PIMIT'13S CUllp 70884C404 @ 96'.77 19.31S.40 20. '0 PIMIT HI42 Cu.lp 70l!84C'4S <I 98'.71 49,m.'0 2 J. 20 PIMIT '124 CUllp 701184C180 o 1002.'1 20,0'0.20 22. 10 PIMIT H83 ~ullp 70884B 117 @ 490.S3 4,90DO 23. 20 P'fMIT 1192 Cu.lp 70884B281 .743.63 14,872.60 24. 20 PIMIHI12 C...lp 0677.33 13,546.60 2'. 200 Nuv..n Tu E..mpt Bond fund 023.73 4,746.00 26. IS Inv"I'" Mun. PA. Unll Tr. 1st Worthle&l....hed In 0.00 S,ri.. July IS, 1996 27. Cumberlond fum Bu..au Co.op Worthle" 0.00 Anoc. 28. Alw.y Debonto.. SO.OO 29. SO Plrst Tro" Inl. Mun. &on1 0969.19 48,4'9.SO 30. II fin! TlUSt PA Inld. 34 0649.83 7148.13 31. 20 first TIUS' PA In,d 42 01.009.S? 20.191.40 32. SO flrsl TlUSt PA InS<!." o 9".84 47,692.00 33. 14 PIMfU70 0198.71 2,782.!l4 34. 62 PIMIT m . 179.26 11,114.12 3'. 3' PIMIT '74 @200.12 7,004.20 36. 10 PIMIT '82 @'39.14 ml.40 37. IHIMITm @ "4.21 11,313.1S 38. 24 PlMIT "27 @986.79 23,682.96 39. SO PIMff '14' 0972.64 48,632.00 40. '0 PlMtf 1/2 ., @ 9",84 48,792.00 41. SO PIMIT 1/221 @ 966.99 48,349.SO 42. fahnestock Muoey Market e dealh balance 8.m.'7 Cuh in Sole Depoail box 4."0.00 Pl/lIlIrI Tr. Co" Chtcklng Account '847720 391,992.44 PIltTneR Tr. Co.. Money Mkt. Account '3~2331 87,647.86 Travelers Checks 200.00 Melluo Bank. certificate 10,183.11 Dauphin De"",,, Tro'l Cn., certificate 13,032." Core Statesl certificate 10,003.77 5100 S.vinl' bvnd dated 12Ill/44 441.88 52S S.vlngl bond d.t.d 214' 110.47 Dauphin Depollt Trusl Co checklng '17.30798.8 7.824.'9 Dennl. Oannan !'Int on land 262.00 1991 Men:edea Benz 300 CB coupe 22.2'0.00 Pers,noJ propeny 3,231.00 1996 federal Incomo till ..fund "'71.00 1996 Penn'.I""c'.tas ...fund '80.00 Blu"(''J\~~IR'\I,."hi,.lrJ , .. Refund of nrt"n,lllm 117 .~ BIl.nee due un Cemetery ContrllCl 40.8(" 06 22~ S. W.'l St. 104.800.00 Cemelery ptcpeny 42~,OOO.0C! TOTAL .828.69 .00 tClMMONWIALTH 0' PlNNSYLVANIA COUNTY 0' CUM'ULAND L J II' G*org9 F. Dougla9, Ill, Esquire b.in9 duly _.~gnL_________._ .ccurdlng to I.w, d,poltl .nd lOtI thl! h. is tM_ exucutor _..____.._____________.___.__..__..__.___ of tho Esllt. of _ azel M. Jlrame I.t. of -8&t'eugh-.-(,l'-CarHele-- '-_'_ ,-____._____.__, Cumb.rl.nd County, P.., d.o....d .nd th.t the within la .n Inv.nt..y m.d. by __him_____ _ __ ., the ..Id Executor of the .ntir. tll.t. of 1.ld d.c.d.nt, conalatlng 01 .11 tho p...on.1 prop.rty .nd r..1 .d.t., .xo.pt rul .at.t. ouhld. Ih. Commonw..lth of POM.ylv.nl., Ind thl! tho flgurtl oppoalt. uoh It.m of tho Inv.ntory r.pr.a.nt It'a f.lr velu. U 01 tho d.to 01 d.c.d.nl'a d..th. Sworn to .nd lubacrlb.d before m'l ,b Q{'l'\-,/l f-. 70tN:3'e~_J<-II~ I E"clltor . ."~I..!..f1I,."r George F. Douglas, III, Esquire, Executor ~7 W. High St., Car1i!he, PA 17013 May 22, 93 19__ - ' ) ~ }_IJ... 1~' )'Y\ l.--r;' ...-<>.->,..--.----..-.... -- It..l~,,;i: '. ..:~.."/i.r)..::')j . Add.." D.t. of D..th ,~ O'Y It'.:IIh't''''sr, Mont '99' V.ar INSTRUCTIONS I. An Invantory mull b. fll.d within three montha .ft.r .ppolntm.nt of poraon.1 r.p....nt.tlv.. 2. A auppl.m.nt Inv.nlory mual b. III.d within thirty d.YI 01 dlacov.ry of .ddltlon.1 ....... 3. Additlon.lah.... m.y b. atto.h.d .. to p.nonalty or r..lty 4. S.. Artlcl.IV, Flducl.rl.a Act of 1949. <I ,.; ~ 1 ~ ~ ,.; I ~ S u J UI~$ .... 1 i 0 . I iE ...l U. ::a: r l!i ...l ~ 0 . r;j 5 ... ~ ~ '" N ... -t &1 Q ~ 0 I"l J ~ - ~ ~ <I .... .<:I 1 ... . 0 ... "C .. 0 J <.!l "0 ... l e . J . d it .... I 40, Future Inloro" Compromil(l (lor dalftS of ~eC1,h after 12.12-02) IXl 6, Decedent Died T8.lole [ ] 7. Decedent Maintained 0 U'Ilng Trull (Attach copy of Willi (Attach copy of T'UlII - . '--' M{'cot~ND.Nd AND CONPlDINTIAL TAXiNPORMATION SHOULD-il DiiletlD TO. t13! ----- ----=-=rOMPLf1E MAIliNG ADDRESS ~!i J1eoU\.LI~ j)Q"gJ)\~, 11 I.. Eo'1uJre. _. 27 W. High St. B i! rUfPHONf NUMBfl! ..1. ..~}J.J}~ 3.:-1J?~...~. ...... .....~.. ...'= . .. ... =.c.. L.=. C..n.!-11~.~t".!....t~lJ9R(".;c=.=~===-=~~,==..~.=. I. Real Elto" (Schedule AI Ii) 52.9..800'.00 _.. r: ;. ,,: ..,;[J 2. Sloe", onclBond'ISchedule BI 121 1>91,445.63 ). 3. Clolely Held StocklPartne"hlp In,ere"(Sched,,le q (3 I . 4, MotlgoS81l'Jnd No!", RAcelvoble ISchedule D) (4 I ' 5. Cash, Bonk Depoliu & Mhcelloneo"" Penanal Proporty {51 ,_ (Schedule EI 6. Jointly Owned Prop."Y (Sch.dule FI 1. Tranole" (Schedule G) (Schedule l) e. Tolal Gron Aueh (10101 Lines 1.7) Q, Funeral Expen..., Admlnlllrative COlts, MlICollan8ol,ll hpense. (Schedule HI 10. Deb", Mortgage l.Iabllllle., lIen'ISchedule II 1 L T 0101 Deductions (tolallines Q & 10j 12. Nel Value of eslate (line a mlnulline 111 13. Charitable and Governmental Soquelll (Schedule Jj '~'_"'__' _~._~o' Va~ Sublecllo l~~~~!~~i.~_~.~~~~__ 15. Spaulal Transfers (for date I of dealh after 6.30.941 See Inltrucllonl for Ar,pllcable Percenloge (lIl R~verul l1S1 Sldo. (Include values rom Schedule K or Schedule M.l 16. Amount ollin. 14 laKable 01 6% rolo llnclude valuel from Schedule K or Schedulo M.l 17. Arnount 01 Line 1.4 laxable 01 15% rote llnclude values from Schedule K or Scheduht M.l 18. Prlnclpal telK due IAdd 10K from lino, 15, 16 Clnd 17,) 19. (redlll Sp(lU5ClI PClverty Credil Prior Puymenls " RfV-l$OO 0; ~ II Q~l W 0- a.::!UJ hllf" ",~g u .... .. I :5 ... lit [). ;') I\~:~'~" ....t>'f1/IK,S I FDA OATIS OF DIATH A"IA '2/31/91 CHICK HIM! II' A SPOUSAL PDYIAT.V CUDII 15 CLAIMID [ I I FIll HUM.II 2197-0206 I !COUN1Y COPI INHERITANCE TAX RETURN RtslOENT DECEDENT (TO BE FILED IN DUPLICATE WITH I<EGISTER OF WILLS) ffi ffl ~ (OMMONWfAlTt-l or Prtm~YlVMII^ (H_PAltlMtNT Of Rr"fNU~ OfPT 280hOl ttARRISaURG, PA 11128.0bOl D- '(((;'- NfffitiMt'-il~'si"-'IRst, ANn 'Mtr;6inNiVf,\"ij ..~~-.... ---'--. BRAME, IiAZI\L M. L21) Stluth WUHt fit. Cnrl!"lc, PA 17011 ('''''"'r^MO''Ni'::~,7v~;,l/f':~'~''U"i.O~'~.... .._. [ ] 3. Remalnd.r R.lvrn lfor dole, 01 death prim to 12.13.82) [xl 5. Foderal eslal. lav Relurn Required .L 8. Tolal Number of Sole Depolll 80Ke' YFAK NUMBI,R (lff'r Ilfi iF-~-i'(:~~\'Fil ii'"lifiir<;t;-" -.. . - .. ~ ,_~..".___~._.,_._._~".,,~._c, .._.... ,oclAnicu;i1i"u",". I"A" '" '"A''' I,,^" '" ""''' i":,,lio~~,~g':!~~~'''''i ".,i,,,,, ""'M'"~';'~':':I971""'1. ;;:,::~,I,~,~~'r" LM L OriflinClI Rlllurn r J '). Suppl8mnnt[]1 ROtUff1 f].4. limited Eltalt ...--~~~ .. '.':-.: ' ------ . lio ;1i6);(r6"~'" 506,:Hn.2'1 k) ,...) '" co ~ '" ~ '" " 161 ..-....- .. ..-.....--.-. 171 ......._......-..._..~___.._.._. 217,259.53 (91 .___~._____..__ '/-' .' 18.1 ...~(t~, 691.:!~_. (iOI__~_.___~_____ (111 217,259.53 1121 ~-,-6 ij':4.~2~:~E=~_ (131 32 . OQ.O....Q.Q...._. .. li41 ) ~5?9.4.J.hQ..Q. .... ....._._.___~__.___._~x.___... (161 .. .x .06. (171 . 1,579,433.00 236,915.00 )( .15 ill z 51 Ie ~ " co u (181 Di$Covnl 11,846. Inlaresl (1q) (201 .._..JJ,!l.4~...,QJL . + + s 20. II Une 19 il greoll' Ihan line 16, enler the differonce I)n line 20. This I' the OVERPAYMENT. au 225,069.00 Chetk hCI(' If 'Iou 010 ICquc~t,"g n ,cfuud of your ovc'puvmcnt 21. If lin6 16 is greoter than line 19, enlor the dHforenc(o on linE' 21 This h the TAX DUE, (21) A, Entllr the il'\ler~11 on Ihe bolan!.e du(lt on line 21 A. 121A) B. Enle' the 10101 01 line 21 nnd 21 A on lln. 2i B Thi' i, 'h. BALANCE DUE. 121 BI22.5.~ 069...QO _ .._~___...._ _____--=-~~.~~-~~!-c.~-~~J~.~t. 10; ~.glltef ~f Will., ~g.nt . _ , _. _ _- _ ~ ~ BI SURi-;-OANSwiRALL QUiSl'i~NS.ONREVIRSESiiiiANDTORicHICK MATH <I( <(- Under penalties 01 perjury, I declare thai I hovo 8xominfld this rohHn, includinn (l(cl,mpClnying schedules and statoments, and 10 ,he hllsl of my knowledge and beliel, it is Irue, corretc, nnd completo, I declare that 011 feol 8sl010 hOI bElM reported 01 true market volue. DlIclaralion of prftporer other Ihon the perlonal represent alive is bosed on 011 information of which prepClfflr has ony knowl6dgu ::g~~~):~~rJ~~;t~~;::,!~U :~.'r',::~~l'''"(or, n W. High St., (~lrljRle,;A];13 ::;;-~;;;~;------ George F. J}ougLtf..; I 1] I ~ Esqui fl' ..V.U.3.'.I....' , L L * SCHEDULE B COMMONWEAlTH 0' "NN""'NI. STOCKS AND BONDS INHUIT.Ne! I.' mu.N .rSID!NT D!CrCfNT imTI 0' - -~---,=-- . -. --'==='.-'-' - ~r. iii"'- , H .1 :H:'L. ~\. I)) I.!(j vvl E::". 2. I '1'" - 0 2-" (, ITEM NUM8ER (All P.....rty lolntly..wn." with Right 0' Surv'vonhlp mu.t b. "1..10,," on Schodul. '.1 -- . 1. DESCRIPTION Date or Death Values Feb. 25. 1997 I. 81 Sante Fe Energy Resources 2. 118 Phil a Elec. CO!l1!11. 3. 96 UGI 4. 180 General Motors 5. 32 General Motors Class E 6. 8 GM Hughes 7. 200 PP&L 8. 14 Penn Central Now, American Financial Group 9. 789 Public Servi~e Rice. & Gas II. 48 Delmarva Power & Light 12. 1 American Annuity Group 13. 7044.725 Ddaware U.S. Government Fund Class A 14. 520 Texaco IS. 4063.766 Delaware Tax Free Fund 16. 20 PIMIT #7 Cusip 70883870 I 17. 50 PIMIT #89 Cusip 70884B224 18. 10 PIMIT #25 Cusip 708838529 19. 20 PIMIT # 135 Cusip 70884C404 20. 50 PIMIT #142 Cusip 70884C545 21. 20 PIMlT # 124 Cusip 70884CI80 22. 10 PIMIT #83 c;:'usip 70884B 117 23. 20 PIMIT #92 Cusip 70884B281 24. 20 PIMIT #112 Cusip 25. 200 Nuveen Tax Exempt Bond Fund 26. 15 Investare Mun. PA. Unit 1'1', 1st Series 27. Cumberland Fann Bureau Co-op Assoc. 28. Agway Debenture 29. 50 First Tmst Ins. Mun. Bond 30. II First Trust P A Insd. 34 31. 20 First Tmst P A Insd 42 32. 50 First Tmst PA Insd. 45 33. 14 PIMIT #70 34. 62 PIMIT #71 35, 35 PIMIT #'74 36. 10 PIMIT #82 37. 15 PIMIT #97 38. 24 PIMIT#127 39. 50 PIMIT #145 40. 50 PIMIT #215 41. 50 PIMIT#22I @ 13.125 @ 22.325 @ 24.325 @ 59.625 @ 46,625 @ 60.00 @ 23.00 @ 37.25 @ 28.125 @19,50 @ 15,00 @7.51 @ 104.125 @8.24 @ 781.85 @ 614.74 @ 159.90 @ 965.77 @ 985,71 @ 1002.51 @ 490.53 @743.63 @677.33 @23.73 Worthless-cashed In July 15, 1996 Worthless @969, 19 @649.83 @1,009.57 @ 953.84 @ 198.71 @ 179.26 @200.12 @539.14 @ 754,21 @986,79 @972.64 @ 975,84 @ 966,99 TO!AL IAI.o .nt.r on IIn. 2. Recopltulotion) (If more spac. is ne.d.d, iMOrl acJdillonal sh..u 0' sam. sin.) VALUE AT DATE OF DEATH 1,063.12 2,634.35 2,335.20 10,732.50 1,492.00 480.00 4,600.00 521.50 14,793,75 936.00 15.00 58,913.88 54,14500 33,485.43 15,637.00 30,737.00 1,599.00 19,315.40 49,285.50 20,050,20 4,905,30 14,872.60 J 3,546.60 4,746.00 0.00 0.00 50.00 48,459.50 7148.13 20,191.40 47,692.00 2,782.94 11,114.1: 7,004.20 5391.40 11,313,15 23,682,96 48,632.00 48,792.00 48,349.50 d//l,4-1.f5.c..3 , r! .... ITEM ...______.Li.d."Lr.L:I (c_LlJL~UJ~t2.Lsr-: :~O~:~ OR NUMBER I NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 'SHARE OF ESTATE --l-----.-----...--..~.~....-...-....-..-..-.....----..-.-..----__1 I[ A. T a.obl. B.ou.1I1: I ! 1.Jane Sullivan,7616 Dunston St., Springfield, V ^ 22151 niece ! 2.john Bolan9400 Gulf Shore \)rlve, ff6"Naples, Florida 33963 nephew 3.Kate l1ull1271 Second AVl'"Chambersburg, I'A 172111 niece 4,Vlrginia Stouffer12582 Mongul Road,Newburg, PA 17240 niece 5.l'hilip Stouffer,1263 Newburg Road,Shlppensburg, PA 17257 nephew 6.Marlin William Stouffer,D3 Marco Circle,Shlppensburg, PA nephew 17257 7.Sara Stouffer Hull,2534 Henry Road,Chambersburg, I' A 17201 B.Velva Robinson, 1913 Black Gap Rd" Fayetteville, PA 17222 9.Tom Stouffer, 362 Maple Lane, Carlisle, I'A 17013 10.David Stouffer, 1270 Orrstown Rd" Shippensburg, I'A 17257 1l.Mary Reasner, 250 Garfield St" Shippensburg, I'A 17257 12.Harry L. Stouffer,137 Shippensburg Rd., Shippensburg, I'A 17257 13. Waller S, Stouffer,119 N, Penn St.,Shippensburg, I'A 17257 14.Stephen Douglas Stouffer, address unknown 15.janet Doyle, 518 E, Harris St., Savannah, GA 31401 16.Michael Doyle, 7603 Carla Road, Baltimore, MD, 21208 17.Stephen Doyle,R.R, 2, Site 69, Compartment 17, Smithers, B,C. CANADA VOj2NO 18.Michelle Bolan Or'l', 544 Moore's Crossing, Roebuck, S.c. 29376 niece 19.Nathan Bolan, 255 Conway St., C\rllsle, I'A 17013 nephew 20.Alanna Bolan, 140 Wagner St., Carlisle, I'A 170\3 niece 21, Jason Bolan, 409 N. Baltimore St., Mt. Holly Springs,I'A nephew - 17065 -----=f $13,000.00- . AMOUNT OR NAME AND. ADORES: Of BENEFICIARY SHARE Of ESTATE B. Charitobl. and Governmental Beque,ts: 1. United Methodist Church, Otterbein, Newburg, I'A 17240 Church 2. Middle Spring Presbyterian Church, Star Route, Church Shippensburg, I' A 17257 3. First Presbyterian Church, North Hanover St., Carlisle, P A 17013 4. American Cancer Society, CC Unit, 117 N. Hanover St" Carlisle, I' A 17013 5. American Heart Assoc., CC Unit, P.O. Box 8835, Camp Hill, I' A 17001-8835 , " lJtx+"'Ia'l mATi Of 1. ITEM NUMBER ~ o::O"'MONW~"llH 0' ~~NN$YlV.NI" INH."n,,~lC'l,U "TUIIN llUIOlN' oteIOIN'_ 1- , __~".~uw+_~.....---'-_..._.~_"~_._.,_,~~.__._~L -. ..- . -.-----.-~--m'iNuMlIER SCHEDULE J BENEFICIARIES $1,000,00 + 1/2 1,000.00 + 1/2 500.00 500.00 500.00 500.00 niece niece nephew nephew niece brother 500.00 500.00 500.00 500.00 500.00 1,000.00 brother nephew niece nephew nephew 1,000.00 1,000.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 1. 10,000.00 10,000.00 Church 10,000.00 Charitable 1,000.00 Charitable 1,000.00 TOTAL CHARITABLE AND GOVERNMENTAl BEQUESTS IAI.o .nler ao IIn. 13, Rocap\tul.llan) (If "0" .poc. I. ...d.d, I..." .ddltlo.al .h..to of ..... .1..) $ 32,000.00 ~ The Accountnnts herein credit themselves with the following: SCHEDULE II . expenses I. Douglas, Douglas & Douglas 2. Hilton Lock Svc. 3. United of PA 4. TV Cable S. Darlene Moyer 6. Darlcne Moycr 7. Robin K. Sollenberger 8. Paul Malinich 9. Sunnyside Restaurant lO. Westminster Cemetery, 11. Rowe's antiques 12. Fnnners Trust Co, 13, PP&L 14. Borough of Carlisle IS. Diamond Skip Search 16. TV Cahle 17. Cumberland Law .Iournal 18. Scntinel 19. Dauphin Oil 20. Masland Associates 21. United of Pa. 22. Eugene E. Quigley 23. Douglas, Douglas & Douglas 24. Register of Wills 2S. .Ianc Sullivan 26. Larry Foole 27. PP&L 28, Borough of Carli sIc 29. TV Cable 30. PP&L 31. United of PA 32. .lane Sullivan, Executor 33. John Bolan, beneficiary 34. Hooke Lebo & Hooke 3S. John Bolan, CPA 36. I % Transfer tax on cemetery property 37. Register of Wills 38. Register of Wills, Agent 39. Borough of Carlisle 40. TV Cablc 41. Douglas, Douglas & DoughlS 42. United of Pa, 43, PP&L 44. Borough of Carlisle probate fees change door locks phone bill cnble bill 1997 personal taxes 1997 real estllte taxes for 225 S. West SI. 1997 real estate taxes for 26.40 acre tract car appraisal funcralluncheon date scrolls on bronze appraisal pers,prop, Bank charge for checks electric hill wnter/sewer bill Mike Doyle address cable bill advertising advertising fuel bill-22S S, West final doctor bill telephone bill replnce and repair fallcets Attorney fce Reserved for filing final account Executors Commission appraisal Reimburse /cxpcnses Rcimburse/nuto expense from Florida for funeral nppraisal Tax preparation/lIllvice Filing inventory/nppraise Pennsylvanin [nher. Tax Water Reimb.llllld'l probnle fees 4 562.00 166.00 18.18 38.30 9.90 598.42 82.30 SO.OO 637.45 ISO.OO 75.00 25,00 50.06 18.94 55.00 38.30 60.00 77.66 164.66 65.47 132.01 184.85 100,000,00 300.00 100,000.00 935.00 42.24 11.82 38.30 37.31 40.25 2,423.39 794.22 540.00 I,SOO.OO 383.28 2S.00 22S.069.00 ! 1.82 38.30 63.00 78.25 66.18 23.68 Attention: Orphan Court Division Court of Common Pleas Cumberland County Courthouse 1 COllrthollee Square Carlisle, PA 17013 Re: Estate of Hazel Brame No, 21.97-0206 Objection to final accounting We, the below named, would like to lIIe an objection to the final accounting of the above referenced estate. Our objections are based on our ehock and amazement at the terms of thle most recent will, dated 5/6/96 (or 5/8/96). These terme are at ab~ol\lte variance with our known family history (please see attached narrative), Further, to the best of our personal knowledge, the deceaeed was In possession at the time of her death of pereonal property far In excess of that stated In the valuallon In Schedule E of tha CommonwFlallh of Pennsylvania return (reference, for example, Evaluation of Personal Property by Rowe: "costume jawelry" In the amounts of $50 and $60), Our attempts to establish a history of the above referenced will have been thwarted given the conflicting roles played by the co-executor of the estate as attorney to the deceased, wllnees to the will and co. executor of the estate (note: sea letter from Doyle to Douglas and Douglas, dated 8/31/97: Security Registered Canada Post Corp. 1177-428.961-169, Access Code 7878: and reply from Douglas and Douglas to Doyle, dated 9/30/97, and reading, In part: "I have received your requeel and as the attorney for Hazel M. Brame, I am not willing to turn over any previous wills that she may have written," Copies of these letters are In tha hands of Pepper, Hamilton and Scheetz and Steven Anthony, Esquire). We are, unlike the executors of the estate. unable at this time to afford the benefits of legal representation, However we feel both a legal and a moral Imperative to express our strong objectlon3 to this accounting, We believe that an objective and Indepandant scrutiny of this accounting Is warranted. Respectfully submlttad by: Stephen S. Doyle RA 2, S69, C. 17 Smithers, Brltleh Columbia VOJ2NO CANADA (250) 847-0242 Janet Doyle 518 E. Harris Street Savannah, Georgia 31401 ' (912) 234-9506 9Mii ~~ !r) r, ! , . l\ e {J.(;X,u.l r PI l...t-t:l aN~ (1 [oRe)!:. f. \)DlA.C:jLA:::' ::rQ. .:nr uBJECTI or-J OS PI L.E1) 8'1: .-_--......~~~~.----_.. .-~--- ~;)TePHet-l ~. DO'iLE AND .:r PIN I?T Do 'I LE: CtJl~.\ ~\,,~- J -/,3-Qi , 1,-" ....... Re: Estate of Hazel Brame Narrative re: objection to final accounting The Will: 1. The date of the signing of the will does not appear to be the same as the date of the attached notarized papers, 2. The page with the residual bequests to Jane Sulllvsn and John Bolan (reference: Item XVII and above of Will) differs substantially, both In structuraand wording, from the previous page. 3. The pages of the will are nol initialled by the deceased, The Estate 1. The multiple roles played by the firm of Doug/as and Douglas. as personsl attorney to the decessed, as witness to the will and as executors of the estate. have appeared to create a conflict for us. They have denied our requests for previous wills, thus making II Impossible for us to pursue what we .ilOe as our beneficial rights, 2. To the best of our personal knowledge, the itemization of the perSonal property was, In some cases, grossly undervalued and, In other oases, substantively Incomplete. There should exist documentation of these personal effects, such as appraisals, Itemizations for property insurance purposes and oatalogulng of estate contents of decensod's beneficia/Interests In previous eslate. 3, The generosity of the exeoutors' fees has profoundly weighted the playing field In oLlr disfavor and compromised ollr ability to pursue the facts in this matter. The History 1. The basic dynamics of our family hIstory oons/stod of an oxtreme/y olose relationship between the three slslers (the deoeased. our molher and the mother of the two primary beneficiaries), This relationship survived the usual exigencies of time, place and illness, except for the marked estrangement of the deceased and one of the primary beneficiaries for many years. Anecdotal history ascribed this estrangement to personal and family business matters, Over the years there was conversation among family members to the effeot that our mother would "be taken care of" by the dr)ceased in an amount oonsislent with half the value of the known estate, The familial assumption was, given the closeness of these sisters. the deceased would take responsibility for them and their families. 2, The business affairs of one of the primary beneficiaries (alluced to above) have continued to be marked by several bankruptcll3s, lawsuits and ongoing em battlements with the IRS (for example: In Amerioo and Maureen Angelone, Florida Docket #92.Q0808A, In re: #92. 09268, which was an objeotion to dlschargeablllty of a debt In one of the above-mentioned bankruptcies, there was a finding In favor of the plaintiff on 4/21/94, An appeal was dismissed In October of that year, The amount, however, $58,000, was only a fraction of the totality of unseoured debts discharged. Also noted in the bankruptcy proceedIngs were 'ederaltax liabilities. disputed and in appeal. dating from 1981throllgh 1991 .In the amount of $166,283.57). 3, The sudden appearance of a new will in May of 1996, naming this person as a primary beneflolary, does not seem consistent with familial history regarding the relationship between the beneficiary and the deoeased, most espeoially given the oircumstan.::es of said beneficiary (see above History, #1, first paragraph), In sum, we believe that there exists documentary evidence that would serlouslt compromise this final accounting, but, because of the circumstances, we have been unable to secure It. We further believe that an Impartial and independent aoounting would serve botll good faith and the truth. 9]) r ReCOI(1 Reo!..l'n ' c(, of ;:i1lfl . '98JUN -'3 P ~ :28 CI"O;' .", ",JurI Oumbe:!<j',,' ,.0., PA --- <. ~~ !O ~~~ ~ ~ ..:i ~tf)fii ~ ~ ~ffi~ ~a o - ~8~ ;Q t-;!, ~~~ ; ~ -"' - ~ ~ ' ~ "' " ~ f. .( ~ lil .~ -' ~ u 0 8 . 8 V> ~ .... u 1J.l::E "Q~ x z !:::; 00. ~~~ "" ;:j . '! \J;i "- ~~~ ~ ~ - g; - E ~ ~ ~ ~~ ~~l ~ ~ 8~~ 8 ~ ffi ~ ~ ~ 0 -< i- I-< ~ "'- " . ~"l ' . ' , III ~ . , . .' directed to all parties, that is. to George F, Douglas, III. Esquire, to Stephen Doyle and to Janet Doyle. The Court's two Orders in the referenced matter are attached as Exhibit E, Parts I and II Janet Doyle did sign the Release and Discharge of Executor, prior to becoming aware of the circumstances surrounding the Execution of said Will, including, but not limited to, the Personal Property Appraisal (attached as Exhibit B, above), Further, said Release and Discharge states: "." I do hereby forever release and discharge said Executors of and from any and all claims by me for further accounts. payments or distribution.. .conceming the said estate..." Janet Doyle is not making any claims for accounts, payments or distribution in this Objection to Final Accounting; she is well aware that this would not be the proper venue for such a claim. Release and Discharge is attached as Exhibit F. 2. Please see above, response #1, 3, The Will contest is In another venue and was filed in a timely and appropriate manner, by W. Darren Powell, of Martson, Deardorff, Williams & Otto, for Stephen Doyle and Janet Doyle, Attached is a copy of the Docket Entries of the Cumberland County Register of Wills, File No, 1997-00206, PA File No 2197-00206, as Exhibit G NEW MATTER. 1, We request a response from both Executors (George F. Douglas, III and Jane Bolan Sullivan) to our Objections, most particularly that contained in Schedule C, attached, 2. We are concerned about the status of Hazel Brame's real and personal estate at the time of her death as reflected in the Inventory of Real and Personal Property - for example, the $391,992.44 in her Farmers Trust Company Checking Account #847720. We find such a large amount of money in such a highly liquid medium to be unusual, out of character for the deceased and puzzling, We therefore believe that the real and personal estate requires a more exhaustive scrutiny. A copy of this Inventory is attached as Schedule H. I :; i' 3, This Final Accounting is based on an Inventory of Personal Property and Real Estate of Hazel M, Brame which was deposed by George F, Douglas III and Sworn and subscribed on May 22, 1993, four years prior to the death of Hazel Brame, Therefore this Inventory IS invalid, Copy of said page is attached as S:::hedule I. WHEREFORE, it is requested by the answering Plaintiffs that this matter remain in the Court so that the Objections may be given an appropriate and proper hearing, "'If- --- ._'_~-'C, ..., \. directed to all parties, that is. to George F. Douglas, III, Esquire, to Stephen Doyle and to Janet Doyle. The Court's two Orders in the referenced matter are attached as Exhibit E, Parts I and II, Janet Doyle did sign the Release and Discharge of Executor, prior to becoming aware of the circumstances surrounding the Execution of said Will, Including, but not limited to, the Personal Property Appraisal (attached as Exhibit B, above). Further, said Release Elnd Discharge states: "",I do hereby forever release and discharge said Executors of and from any and all claims by me for further accounts, payments or distribution., ,conceming the said estate..." Janet Doyle is not making any claims for accounts, payments or distribution in this Objection to Final Accounting; she is well aware that this would not be the proper venue for such a claim. Release and Discharge is attached as Exhibit F, 2. Please see above, response #1. 3. The Will contest is in another venue and was filed in a timely and appropriate manner, by W. Darren Powell, of Martson, Deardorff, Williams & Otto, for Stephen Doyle and Janet Doyle. Attached is a copy of the Docket Entries of the Cumberland County Register of Wills, File No, 1997-00206, PA File No 219"-00206, as Exhibit G NEW MATTER. 1. We request a response from both Executors (George F. Douglas, III and Jane Bolan Sullivan) to our Objections. most particularly that contained in Schedule C, attached. 2. We are conC'.erned about the status of Hazel Brame's real and personal estate at the time of her death as reflected in the Inventory of Real and Personal Property - for example, the $391,992.44 in her Farmers Trust Company Checking Account #847720. We find such a large amount of money in such a highly liquid medium to be unusual, out of character for the deceased and puzzling. We therefore believe that the real and personal estate requires a more exhaustive scrutiny, A copy of this Inventory is attached as Schedule H. 3. This Final Accounting is based on an Inventory of Personal Property and Real E:state of Hazel M. Brame which was deposed by George F. Douglas III and sworn and subscribed on May 22, 1993, four years prior to the death of Hazel Brame. Therefore this Inventory is invalid. Copy of said page is attached as Schedule I. WHEREFORE, it. is requested by the answering Plaintiffs that this mattEII' remain in the Court so that the Objections may be given an appropriate and proper hearing. II); 4;'j, ,;( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU ~F INDIVIDUAL TA~ES IHttENJUNC[ laM Oh"SIOH Dt:PT. Z80601 HARRISBURG, IIA l1UII-0601 NOTICE OF INNERITANCE TAX APPRAISENENT, ALI.OWANCE OR DISALI.OWANCE OF DEDUCTIONS AND ASSEStNENT OF TAK 09 - 22 - 97 BRAME 02-25-97 21 97-0206 CUMBERLAND 101 [--_:=~~=:~~~~~ J MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOW~R PORTION FOR YOUR RECORD$ ... iiEV: is" '7" EX"AFii - i 0'3:97 j"" NOi'" i CE - - ci F" "iNitEii if ANt'! - TAX - iiP'iiiiiii SEilENr; "ALrciwANCi - oR" -- -" -"" - - - - - - - -- DISALLOWANCE OF DEOUCTIONS AND ASSESSMENT OF TAX HAZEL M FILE NI). 21 97-0206 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN GEORGE F DOUGLAS 27 W HIGH ST CARLISLE I II ESQ PA 17013 ESTATE OF BRAME TAK RETURN WAS I (X) ACCEPTED U FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. (Schedul. A: 2. stocks and Bond. (Schedule 8) 5. Clo..I:; liell:1 stock/Partnership Int.r.st (Schedul. C) 4. Horta.gel/Not.. Raceivabln (Schedule OJ 5. C.sh/Bank Papa.its/Hisc. P.r.onal Property (Sch_dul_ E) 6. Jointly Owned Property (Sch.dul. f) 7. fran.fe,',. (Soh.duh cn a. Tobl A.I.t. APPROVED DEDUCTIONS AND EXEMPTIONSI .. Fune,.al E~p.n.as/Ad.. Cost./Hisc. Expan.a. (Schedula H) 10. Dabt./Hortg.g. liabilities/lien. (Schedule Xl 11. Total Deduction. 12. Net Value of hx Return 15. CharHobl./Govarn.ental Bequ..t. (Schedul. J) 14. Net Value af E,tate Subject to Tax If an asseBlmant was issusd praviously, lines rsflect figures that include the total of Abh ASSESSMENT OF TAXI 15. Anount of line 14 at Spou.al 16. AlIlount of U,I'le 14 t-xable at 17. AMOunt of line 14 taxable at 18. Principal Tax Due NOTE: rat. Lineal/Cla., A rat. Co1lateral/Cla.. B rata TAX CREDITS I PAY"ENT DATE 05-22-97 RECEIPT NUNlf.R AA211341 DISCOUNT ('1 INTEREST/PEN PAID (-) 11,845,74 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. CHANGED (1) (21 (3) (4) (5) (6) (7) 529.800,00 691,445,6l ,00 40,065,06 566.581.29 ,09- ,00 (81 .1 l *' (9) (10) 217,259,53 ,00 (Ill (12) (15) " (14) UY.IUI U." Ill,", HAZEL M DATE 09-22-97 NOTE I To in.ura proper' cradit to your account, aubllli! tha upper portion of this forlll with your taw paYMent. 1,828,691,98 '17. ,Gq ~3 1,611,432,00 32,000,00 1,579,433,00 14, 15 and/or 16, 17 and 18 will returnB ass.ssed to data. .00 ,00 236,915,00 236,914,95 __23~'91!474 ,21 .00 ,21 IF TOTAL DUE IS LESS THAN .1, NO PAY"ENT IS REqUIRED, IF TOTAL DUE IS REFLECTED AS A "CREon" (CRI, YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,) (15) ,00 (16) .00 (17)_1,579,433,00 K ,00= K ,06= K ,15= 1l8) A"OUNT PAID 225,069,00 TOTAL TAX CREDIT BALAMCE OF TAX DUE INTEREST AND PEN. TOTAL DUE RESERYATION, PURPOSE OF NOJICEl PAVMENT l REFl.It<lD (eRI I r- .p, t.n ,. C-' {<\ [" I, ~ lo,j ( , ' II\ ,';, E.~t" of dto,""tI dV,"-ofn or before OtCll.r 12, 1912 ~- If MV future Int.r..t In thl a.t.tl II tran,farrad In po....'lon or MJoy...oMo Cll.. . (aolht.raU b.n.Ueh'rla. of thl dIGadent aft.r thl IMplr.Uon of tny ..tatl for 11fl or fOr va.r., tha CO~Dlth h,r.by 'MPr."IY r...rvI' th. rlaht to appr,I.. and ....., tren.f.r Inh.rltlnc, T.w.. .t the lawful Cl... B (ool1.tara1) r"t. on anv .uch futuralnttrllSt, Te fulfill ttM r.qulr...nt. of hctlon 2140 of the Inheritanca and E.t.t, TaM A(lt, Act 21 of 1995, (12 P.Ii, S.et Ion 91ltO I. Detach the top portlol! of thi. Natltlll and .ub_1t with your paY.lnt to the R.ghtlr of Will. printed on thl river.. .Ide. ,wHttk. ohlck fir .on.y order plll'lbI. t('ll REOISTER OF MILLS, AGENT A r.fund of I taM orldit, which WI' not r.qu.,tld on the T'M R.turn, .ay bl rlqul.tld by co.platlng .n "Applioatlon for R,fund of PlInn,ylvania Inheritlnct and E.tatt TIM" (REIJ~UUL .ppllcatlun' ar. al/.lIablt at the Offlc. of thl R.,I.tar of Wille, tny of the 21 Rev.nu. Di.trict Offlol" or by cllllng the ,p.clll 24whour 'n....rine ..,,1101 nultba" for for.. ordaringl In P.nneylvanJa lwftOO-162-20S0, outt1d. p.nn.~IYanja and within loell Ullrrhburg .r.. (17) 187-8094, TOOl (117) 11Z-2252 (H..rlng Ilpalred Only), OBJECTIONS I Any party In Int.r..t f\Ot ..thflad with thn .pprllh....nt, allowanc. or dh.Uow.nel of d.ductionl, or .........nt at t,M (inoludlng dl.count or Int.r..t) .. .hown on thl. Notlcl au.t Object within .IMty (60) dill" Qf rlcllpt of thit NoUels bYI Anti1" IIiTRAl1lJE CORRECTIONS, 01 SeOUN' I PEN.l TV I INTEREST, --wrltt.n pro tilt to th. P. D.part..nt of R"..nue, Board of Appnh, D.pt. l810Z1, Harrhburg, PA I1lza-l021, OR w-.lttatlon to h.ve thl ..tt.r d.t"llnsd It .udit af the account of thl parson.l reprllentltivl, OR ~-applftl to the Orphan,' Court, FlCtuIl error. dllcov.red on thi. I.......nt .hould b. .ddr....d In writing tal P. Depart.lnt af R.vlnu., Burlau of Indlvldoal Tllell, .nNI Po.t ........nt R.vls.. Unit, D.pt. 280601, Herrhburg, P. 17128-0601 PhDfM (7)1) 781~6505, S'I p'lgl S of the booklet "In.tructlanl for Inherltanc. T'M ".turn for. ".,Idttnt Deotd~t.. (RF.lJwI501) for an Ixpllnatlon of ad~inl.trativ.IY aarr.atabl..rror.. If eny tlM dul II plid within three (31 callnder lonth. aft.r the dlced.nt'. d..th, . flv. plroant (S~) dl.count of the taM paid I. ~llowld. The 15~ tllo\ Mf\tI.h nonwpart~clp.t1on pan.lty h CDllput.d on thl totll of the tlx and ~ntlrllt ......ed, and not paid b.for. Janullry 18, 1996, th. first dbY after the end of the taM ..nllty Plrlod. This non-parthlip.tlon p."llty II app.allbl. In the sa.. .ann.r .nd It 1 tilt the .... tl.. plrlOd a. you would appa.l tha tax Mld Int"nt th.t h.. blan .'.....d a. Indlcaten on thl. not lei. Intarn.t I. charg.d b.glnnlng with flr.t day of rl.llnqu.ncy, or nine (q) .onthl IfWJ on. (1) day frol the data of d..th, to the I1..t. of Plly..nt. Tax.. whlClh beea" delinquent b.for. JanulrV I, 1912 bltr Intereot .t thl rllt. of .1M (6~) perc.nt plr annwl ui.culat.d at a dailY ratlll uf ,001116". All taw.. which blca.e dalJnqu,,"t on and after Janutry I, 1981 will bltr Int.n.t fit a rat. which ~1I1 vary frQ. calendar yur to cal"ndar yur with that r.t. lMounced by the PA O.p...rt..nt of R.Vllnu.. The applicable Int.rut rata. for 1982 through 1991 IIr.1 'W.!; tnt.rut Ratl Oalh Int.,...t Factor !!!r Intarut R~! Dally Inter..t f'llIctor 1912 lOi( ,0005li8 1981 .~ .0002'-1 I'll! 16~ .000418 198a~1991 1I~ .000101 198fft lli( .000101 1991 .~ .000247 1915 In .000356 199]"19'" 1% .0011192 1966 10i( .00Ol74 1995-1997 .~ .01);)141 --lnt"lIt h clleuletad .. followlI INTEREST. eALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --.ny NoUc. Inu.d lifter th. taM b.eo... d.llnqu'nt ..Ill raflact an inter..t calculaUOfI to flft.en OS) din b.yond thl date of tn. ....'...nt. If pay..nt t. Mad. aft.r tn. lnt.r..t c~,putatlon data .hown on thl N('IUce, additional lnterllt IIIUU be c.alclulated. Illthlblt A ',., " exhibit B -ti ., ~ 0_ , exhibit C Exhibit A ,- , (, " " 'i exhibit B exhibit C ExhIbIt A "" ~ (Qb t9 ~ JANET DOYLE and STEPHEN DOYLE, Plaintiffs v, JANE BOLAN SULLIVAN, Individually and as Executrix under the last Will and Testament of HAZEL M, BRAME, and JOHN STUART BOLAN and GEORGE F. DOUGLAS, III, as Executor of the Estate of Hazel M. Brame, Defendants IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO, 97.206 Rule Absolute ORDER AND NOW, this ~ay ocf}d [998, upon consideration of the Petition of Plaintiffs' Counsel to Make Rule Absolute, the Petition is hereby GRANTED, Plaintiffs' counsel are granted pennission to withdraw its appearance, 0 .- r. t::t , /(? ;';(1" ~'T .:': n. \Cl N ~- , f>j " " ',..1 I,j; ~ (:) CJ:.: ... '.. .... ~ a: ad '" BY THE COURT, Ls.L \.~o~. ~. Nih- J, , '~ '7^ c.. STATUS REP_QRT UNDElR~!!k~..L!l Name of Decedent,. _ ~ Date of Deathl*(.11_- Will No. Admin, No,-1!J'I1" ~ 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 admjoistration of the estate is complete: yes__._ No_.._~ 2, If the answer is No, st.ate when the personal representative ~eRsonqbly believes that the administra~ion will be complete:. tJvt~~~Q{Jih-S . ~~, h(';~'(-~ 3, If the answer to No, I is Yes, state th1fOl!OWing:' a. Did the pe~71 representative file a final account with the Court? Yes_ .. No___..... b, The separat.e Orphans' C"urt No, (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interpst? Yes___ No d. Caples of receipts I 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, ~ p. ~~'6 Signat.ure 6~t~(; ~'~I6-s.:at Name (Please type or print) DOUGLAS, DOUGLAS & DOl: ~LAS AddnOOiTIox 261 CAf/L1SLE, f'A 17013 L..--1_ Tel, No. Date:~ r- ~) (<'\ CoO .~ (l ,r'l c_' [\, o - ~~:, -1.'/. .~, -::. o '--~' !& ~ Fl ([I ~:~ $= 06 Capacity: _pej)onal Representative ~unsel for personal representative (MAH: rmUAH)) ;SCfltJ)UIE'. IIC-II <! W:!!W.I.Q PERSONAL PROPERTY BELONGING TO HAZEL M. BRAME We believe that there was a pattern of omission and under-valuation in the accounting and appraisal of Hazel Brame's personal property. The below- mentioned items were, to our very personal knowledge, owned by Ms, Brame, Further, it is quite likely that there exists documentary evidence of same, such as personal property !nsurance policies (with relevant itemizations, descriptions and appraisals), appraisals from her local jeweler and cataloguing from the Estate contents of Frederic M. Lawrence, from whom she inherited the bulk of the below-mentioned property. Hazel Brame was the primary beneficiary of the Estate of Dr, Frederic M. Lawrence, for whom she worked for many years as Executive and Personal Assistant. From him she inherited his residential property on West High Street in Carlisle, which st.:>od in the middle of Dickinson College land and buildings, That property r.onsisted of a large and exceptional:y gracious home, sited on a lot which extended from West High Street back to the bordering alley. She later sold this property to Dickinson, after many years of negotiation, I have attached a contemporaneous photograph of this property to give the Court some sense of the Estate. Further to the west of this property, on Newville Road, Westminster Cemetery, along with extensive acreage adjoining it 10 the west, was also part of the Estate. Ms. Brame developed, from that property, the Westminster Memorial Gardens, She sold the Cemetery and Gardens just a few years ago, There was also an organic fertilizer plant on this tract, Adco Works. The formula was sold to the Rodale family. Dr. Lawrence had been married twice, with both his wives predeceasing him, They each had extensive and quite valuable collections of fine jewelry, Some of these pieces were reo worked by Ms, Brame early on, locally; some were kept in their original settings Among the jewels were rings, bracelets and brooches, including, but not limited to, gems such as diamonds, sapphires and alexandriles, many in platinum settings. One ring in particular, an emerald-cut multiple carat alexandrite, was often, rather playfully, traded back and forth between Ms, Brame and our mother, her sister, despite its extraordinary value, Ms, Brame retained it. We have attached independent information on the current value of similar, although less important, pieces The ring in question was set with a stone far exceeding those listed, both in size and quality. ( , In addition, Dr. Lawrence was very close friends with Stephen Crane, the author, even living with him for a time in Philadelphia. Ms. Brame inherited various memorabilia and manuscripts, some of which were still extant. Dr. Lawrence was also an avid philatelist, with a world-wide collection. There seem to have been other omissions, i.e., anything of value (the hall- marked solid sterling silver estate pieces, her mink coat). As far as under-valuations, I hope I have been able to give the Court some small indication of the quality of personal property which Ms. Brame had inherited and had in her possession. Referencing the Personal property Appraisal by Rowe (Schedule B), for example: "Costume Jewlery (sic) - $60", and "Costume Jewlery (~ic) - $50": These truly merit no comment. "Misc. flatware" - $10: I presume this is the sterling silver flatware? "Set Gold Band China" - $20? "Linens" - $12: a very valuable collection of extremely fine linens from the 1920's through 1940's. "Accessories & Decorators - $55 (Bedroom 2)": This would include the Battenburg lace and other bedroom soft furnishings specially designed and executed for Ms. Brame? In sum, Ms. Brame inherited an estate of unusual value and quality. Many of the items in this estate were retained by her. We have personal knowledge of the existence of all of the above, and of much more. Further, as we have mentioned, we believe there to be supportive documentary evidence to this effect. Even more important, for us, is the fact that we believe that the Accounting of the Estate in this manner is, in some very real way, a "forgetting": a "forgetting" of her, of her history, and, thus, of the history of those of us who shared her life with her. In addition to the monetary value of all those Items which have been ignored or under-valued in this Estate, is the essential human value they possessed, or were vested with, by Hazel Brame. It gave her great pleasure to recount, to remind, to remember. I do not think she would be pleased to see her history, her life, ignored and under-valued in this way. "'mulet Gemslones, AlexlIlldrite r:,;( 1/1 J)U it II II C, ~t Alexandrite These photographs Ilhow the remarkable color change exhibited by fine Alexandrite. The photo on lhe left represents an AJexandrite indoors under aD incande&cerlt light. while the one on the right shows a color change when viewed in sunlight. Alexandrite. birthstone for June, has long been sought liner for its incredible ability to actually change color delJellding on the light source! In daylight Alexandrite will he 0 green to hlu\~/green color; yel indoors under an incandescent light it will become a violet'red to purple. We are offering two qualities of Natural Alexandrite. Our highest quality AAA Alexandrite will have wry good and distinctive color change and will be only lightly included. Our more atfordable AA quality will still have good color change but the colors won't be quite lIS pure and the gem will be a little more included. Click here to see our Created Alexandrite price list. Gemology and modem lore about A.1!t~l!!l~Ii~. ~irthstones, Anniversaries &. Ancient Gemstone !&r~ Click on the size to view mountings that fit. To order, fill in quantity desired then click the button "Add to Order". . Shape Size Cllrats Qty Price Qt)' Price (mm)(+/- IS%) (AAA) (MA) (AA) (M) Round 2.0 004 $98.00 $65.00 0 2.5 0.08 $ J 49.00 $115.00 .l,Q o. J4 $278.00 : $198.00 i..Q (1.31 $945.00 , $575.00 U1 O. 59 $2,12500 $1,438.00 , , ..tmulet Ucmstoncs, AlelUlndnte Page 2 of2 M 105 I $7,900,00, I $5,960,00 Oval 5,,3 0,29 $698,00 I S474,OQ 0 W 0,54 $ 1,850,00 j $1,428.00 ~ 0,96 $5,800,00 , ; $4,690,00 , " t $9,450,00 .w 1.49 i$14,500,00 , 2K2 2,20 $23.000,00 1$12,900.00 I ~ 3,20 ;$40.000.00 1$23,900,00 Shipe Size Carata Qty Price Qty Priee (mm)(+/- 15%) (AU) (A.A.A.) (A.A.) (A.A.) Emerald CUI 5,,3 0.33 $79000 ! ' $538.00 D .I , I 6,,4 0.65 $2,550,00 ! $1,395,00 7xS 1.15 , $8,900.00' I $6,850,00 fum 1.86 $18,300.00. ' 1$10,250.00 , 9x7 2.70 1$29,800.00 i . 1$19,989,00 Pear Sx3 0,23 $525.00 ' I $385,00 0 ' $1,250,00 I $846,00 6x4 0,49 , :w. 0.80 $4,200.00. ' .1 $2,930,00 , ISI3,250,00, I 9,,6 1.45 $8,975.00 I I' Add Ie Ord;'; ~ , !\ J:t View/Edit Order ' , it j I it) lI2Jm- ~QM]- Alexandrile...You are here .' Mountillgs ~ ) Copyrlghl iC 1996, lW7, 1P98 d1ttHk1 J-800-777.9fUO PJ_ dJf'fJCI er//lelsm, kudos alld <'OlItriblllionv III Wmi~i[al!iJJil.~J/Q11fi&fIJIJ Re: Estate of Hazel Brame Narrative re: objection to final accounting ThaWIII: 1, The dats of the signing of the will does not appear to be tha same as the date of the attaohed notarized papers, 2. The page with the residual bequests to Jane Sullivan and John Bolan (reference: Item XVII and above of Will) differs substantially, both In structure and wording, from the previous page. 3, The pages of the will aI'S not Initialled by the deceased. The Estate 1, The multiple roles played by the firm of Douglas and Douglas - as perscnal attorney to the deceased, as witness to the will and as executors of the estate - have appeared to create a conflict for us. They have denied our requests for previous wills, thus making It impossible for us to pursue what we see as aliI' beneficial rights, 2. To the best of our personal knowledge, the itemization of the personal property was, In some cases, grossly undervulusd and, In other cases, SUbstantively Incomplete. There should exist documentation of these personal effects, sllch as appraisals, itomlzatlons for property Insurance purposes and cataloguing of estate conlents of deceased's beneficial Interests In previous estate, 3. The generosity of the executors' fees has profoundly weighted the playing field In oUr disfavor and compromised our ability to pursue the facts In this matter, The History 1, The basic dynamics of our family history consisted of an extremely close relationship between the three sisters (the deceased, our mother and the mother of the two primary beneficiaries). This relationship stllvlved the usual exigencies of time, place and IIlnass, except for the marked estrangement of the deceased and one of the primary beneficiaries for many years. Anecdotal history ascribed this estrangement to personal and family business matters. Over the years there was conversation among family members to the effect that our mother would "he taken care of" by the deceased in an amount consistent with half the value of the known estate. T~e familial assumption was, given the closeness of these sisters, the deceased would take responsibility for them and t.holr families. 2. The business affairs of one of the primary beneficlarios (alluded to above) have continued to be marked by several bankruptcies, lawsuits and ongoing embattlements with the IRS (for example: in America and Maureen Angelone, Fiorida Docket #92-00808A, in re: #92- 09268, whiCh was an objection to dischargeability of a debt in one of the above-mentioned bankruptcies, there was a finding in favor of the plaintiff on 4/21/94, An appeal was dismissed in October of that year, The amount, however, $58,000, was only a fraction of the totality of unsecured debts discharged. Also noted in the bankruptcy proceedings were federal tax liabilities - disputed and in appeal - dating from 1981 through 1991 - in the amount of $166,283.57). 3. The sudden appearance of a new will in May of 1996, naming this person as a primary heneficlary, does not seem consistent with familial history regarding the relationship between the beneficiary and the deceased, most especially given the circumstances of said beneficiAry (see above History, #1, first paragraph), In sum, we believe that there exists documentary evidence that would seriouslt compromise this final accounting, but, because of the circumstances, we bave been unable to secure it. We further believe that an Impartial and independent acountlng would serve both good faith and the truth, Ii l " COMMONWIALTH OP ,...NSYLVANIA coum OJ CUM_LAND } _1(1/11)(1/1 II' G001le F. Doullu, III I J!~quire _._-_-..-.~-----_.~.._-_.---~---..."'.,..--.-.'_.. It.ln, duly .--Il!.2.IlL---.----. eeeordln, to law. a1.po... end "y' that h. _----l.A. the _ executor , , , h K.nl M. BUlDO . ____ __ 0 t. Eateh, 01 .. I.t. 01 -lIHeu,n. of G.~.l.....,._------------, Cumlterl..d County, Pa., doce...d .nd th.t tho within I. .n In..ntory m.d. by h!l!! _'_"___ _ ----, tho .nld--lls.!Jll!..~ - 0' tll. .ntlr. ..tat. of ..leI d...d.nt, con.lltln, 01 .11 the p.nonal pr.p.rty and roal ..tata, 'Moopt r..1 ....t. oulllal. tho Commonwaalth of P.nn.ylv.nl., and tll.t tho fI,uru oppollt. uoh It.m of tho Inventory r.pr...nt It'. f.lr valu. .. 0' th. data 01 d.ond.nt'. death. Sworn to .nd .ub.orlb.d b.for. m., May 22. 93 _19.__ h...t" . M..t.IoI,.t.. G.org& F. Douglas, ttt. Esquirt, J!x.r.utor 27 W. Hilh St., Carlisle. PA 17013 .....4.... D.t. of D..th 25 Ooy v..'h1'"tI.lllI Mo.' 1 ~1)7 Via, INs,.ucnONS I, An lnv.nlory mud b. Ill.d withIn thr.. month. .ft.r .ppolnlmaM of p.nonor repr."nt.tlve. 2. A .u~plo\1l.nt Inv.ntory mult b. fll.d withIn ""rty d..,. 01 ell.eovery of .ddlt10n.I.II.... S. Aclc/ltlon.1 .he... m.y b. .ltaoh.d .. to p.non.1Iy or r..lty .. s.. Artlol.rv, Flduol.rl.. Act 01194.. II ~ III ... 1 i ~ I, ~ B ~ .... 1 ~~~~ ~I 0 !Z J. g i ~ Q ~ 10< ! ,g - ~ ~ J .... .. l '1l of. E ~ j ..:l "