HomeMy WebLinkAbout97-00546
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PETITION FOR PRODA TE .nd GRANT OF LE'ITERS
d \-G'f'1- 51-\-~
11111" 01 Peter Brendza
1110 ""0WIl 1/1
No,
TOl
-
Re811l~r of WUl. fot Ihe
I ])fell/lid, County of c,nrhArl;mn - In the
80<:1111 S,eurll)l No, 060- 1 2-'1 R4 'j Commonw~allh of Pennsylvania
The pellllon or Ihe IIndOtlllned respeclrullY representsthall
Your pelllloner(.), who Is/are Il years of Ill~ or older an Ihe eKtCVI ^~
In th.lall will of Ih. Ibov. decedenl, dlled ~r()9 40.
~
named
,19..3..2-
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-
11"10 relo'llnl clrOUmlllne", .,.' rcnunellllon. 'IIth O'tACClltOl, tie.)
Dtcendcnt was domiciled al dealh In . Currberland County, Pennsylvania, wllh
" ; " 'Ill family or principal residence II 347 Ea"st Btlrd Street. shi DOP.n"htlra. PA.
_ bOll/'} _ -
\IIaIIIlCCl. Allmwan' mune!paIiIY)
Dccepdent,lhen 74 years of aac died May 7 ,19 97
al ShlPpensburg Health Center I Shippensburq. PA .
Excepl as follows, decedenl did nOI marry, was nOI divorced and did not have a chnd born or adopted
afler eKilCullon of Ihe will offered for probate; wu not the vlCllm of a kllllna and was never adJudlcaled
Incompetent: none
Decendonl II death owned property with e.llmated values as follows:
(If domiciled In Pa,) All personal property :
(If nOI domiciled In Pa.) Personal property In Pennsylvania
(If nOI domlclled In Pa.) Personal property In COllnlY
Yalu~ or real eSllte In Pennsylvania
.Ilulled II follows:
s
s
s
s
3,000.00
-
none
WHER.EFORE, petllloner(s) respeclfullY requul(l) lhe probale of the last will and codlgU(I)
presented herewith and Ihe Irant of lmcn t",,,t ;llTlAnt ;lrv
.~ (IClI.monl.rYI&dmlnlltmloft .,.,&,1 admlnlllrlllOll d.b,n,e,....)
...cron,
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11 JF <4lr .qjc,"",,"
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347 East Burd Street, Shippensburg,
Pi\ 1//.':>1
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } SI
COUNT~ OF ~~~
The pOlhloner(l) above.nlmed Iwear(s) or afOrm(l) lhllthe stalemenllln the foregolna petition are
\rue and correellO the bell or Ihe knowledge and belief or ~tilloner(l) and lhal as pcnonlll reprOMO.
lAllve(s) of Ihe above decedenl petltloner(l) will w?d truly administer lhe eslate accordln, 10 law.
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Thb h 10 L('rdr~, that till' 11l1(1l-lll~lItilll ht'\,(' givell i~ lnltrrd)' l(l\lIi.d llllli\ ~1I1 {llq~ill.d U'lldil.lll' Ilf dl'~lth dul\' lIIet! with
I.orall{cgislrar. 'l'lw orlidllall('rtilkatl' willll{' 1~',rw.llllt'd to till' \t,\\(' ViLli l{l\otd" {lli'iU' Ill! 1l\'lIll~I\H'llI Oling.
11\(' ,\,;
WARNING: It Is Illegal to duplloate thla oOPY by photOlltat or photograph.
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bst Wlu
of
~tter .renb1n
I, Pete.- Brendza, of Cumberland County, Pennsylvania, being of lawful age,
sound mind and memory, and under no restraint, do publish this, my Last Will,
revoking all others previously made by me.
First: AI1 expenses, fees, costs, and taxes related to this estate shall be paid
from the probate estate assets, and all gifts and bequests shal1 be paid from the net
distributable estate,
Second: I give, devise, and bequeath my entire estate, real, personal, or mixed,
of every kind and nature, and wherever situated, which I may own, or hereafter
acquire, or have a right to dispose of at my death, to my wife, Evelyn J. Brendza.
Third: In the event that my wife does not survive me, then I give, devise, and
bequeath my entire estate, real and personal, to my children, Patricia A, Crouse and
Timothy K. Brendza, share and share alike.
Fourth: I nominate and appoint my wife, Evelyn J, Brendza, to be the
Executrix of my Last Will, granting to her authority to sel1 and convey any or al1 of
my estate, real and personal, or mixed, upon such terms and prices as she shall deem
proper, without obtaining any prior order of the court therefor. I also grant her full
power and authority in the settlement of my estate, to compromise, adjust, and settle
any and all debts and liabilities due to or from my estate, for such sums, and upon
such terms and conditions as she shal1 deem best. In the event that she shal1 for any
reason decline to serve, or fail to qualify for any reaSOIl, or having qualified and been
appointed, fail to complete the administration of my estate, then I nominate my
children, Patricia A, Crouse and 'l'imothy K. Brendza, to be the Alternate or
Successor Executors. I direct that no bond or surety shall be required of any
administrator or fiduciary named herein.
IN WITNESS WHEREOF, I have hereunto subscribed my Ilame, and
acknowledge and publish this instrument as my Last Will in the presence of the
undersigned witnesses, on ~ ~ ")....0'-71) " ,1997,
_ A ICe ).>') ,', (,' /,.'
Peter Brendza
..
Signed, sealed, published and declared by Peter Brendza, 'l'estator, as and for his
Will, in the presence of us, who at his request, in his presence, and in the presence
of each other, have hereunto subscribed our names as witnesses hereto.
I\.) I) j(~'// . 1/
}/Cl,...A' l, rv-a;. .If
t(v'( {V" Ii'C'I-"~ 1- I( (. J,/
residing at J';{I'PIIV""r,j" /'<; , /'~), /7)..5"7
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1..((1'1 It/I.) v;-OU JdA 1,/o...:J(.(
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residing at ,r/' (f/ /" v ,y'''::''i/- 'j I,J, / '7 z s 1
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COMMONWEAL'rH OF PENNSYLVANIA
COUNTY OF
We, Peter Brendza, ~ K and ' the
Testator and the witnesses whose names are subscribed to the attached Will, being
duly qualified according to law, d.o depose and say that we were present and saw the
Testator sign and execute the instrument as his Last Will; that he signed it willingly
and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of Peter Brendza signed the Will
as witnesses; and that to the best of our knowledge he was at that time 18 or more
years of age, of sound mind and under no constraint or undue influence,
f'? =l /1,-, Witneres: j ('J /
""lato{j C' UL (/.7 /&-;r<C~l"'7 0:J,~jJ ?(/'l/..~J/
(/ fecvYJ j': sI~1f ,de
Sworn and subscribed to before me, this 20'11 day of~' 1997.
,1
: S8
Notalial Se
Edgar A. Luhn III, Nolary Publlo
fJ~rrlsburg, Dauphin County
My 90mml..lon Expire. April 24, 2000
Member, Pennsylvania Association 01 Notaries
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Joel R.
Andress 200 ChanU:lersbUl:g Trust Co. Bldg.
CERTIFICATION OF NOTI9~DER RULE 5. 6( t1)
Name of Decedent I
Peter Brenclza
Oate of Death I May 2.J 1997
Admi n, No, 1997-00546
Will No.
To the Registen
I certify that notice of beneficial interest required by
Rule 5.6(a) of the orphans' Court Rules was served on or mailed to
the (ollowing beneficiaries o( the above-captioned estate on
July 25, 1997
Name
-
Address
347 E. Burd street, Shlppensburg, PA 17257
Evelyn arendza
--
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except none
Oate I October 8, 1997
\D
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chambersburg, PA 17201
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Telephone (717) 264-6029
Capacity:
Personal Representative
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Counsel for personal
representative
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COMMON~SYlVANI^
DEPARTMENT OF REVENUE
DEPUBOOO'
H R A 17 ,
DECEDENTS tW.1E (lA!lT, FIRST. AND MIDDlE INITIAl) lI1\flblri. block Jl sep.1IIl WOldt
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
t!
w
o
w
u
w
o
Pet e r
OATE Of DEATH
B r end z a
SOCIAl. SECURITY NUM8f.A
DATE Of IllRHI
o 9/1
o 5 /0 7 11 9
9
7
o 6 0 -l 2 -9 8 4 3
(IF APPUCAlllE) SURVMNG Sf'OUSE'~ WJ,lE (lAS'f, FIRST AND MIDDlE INITIAL} SOCIAl. SECURIf1 NIAlBEfl
I 5 - I?l ~ I t.f
FUNIl_R
9 7 0 5
C!-.
R 6
61192 2
THIS RETURN MUBT BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1XI1. Orlglnel Return 0 2 Suppklrnental Relurn [J 3. Remalnde, Relurn "... ",,,...... ".,,,,,,
o 4.lIrnned Estale 0 4a Fululelnle..st Compromise".. "'".,,,.. \2.\2.121 0 5. Fede,al Estate Tax Return Requl'ed
o 6 O<l<:edenl Died Te'lale,,",,",,",,,,",,, 0 7 De<edenl Maintained a living Tru.I""""""ol1,"III - 6 Total NurnberoIS,f. OeposnSo,e.
fX] 9.ln~eUon P,oceed. Received 0 fO. Spousal Poverty Credll'..."'''...._, \2."." "" ,.,.g\l [J f1. E~n 10 taKUnde, Sec. 9ff3(AIi_"S<"01
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
!WAF.' COOPlETE MAIliNG AiiOReSS
Joel R. Zu11inger 200 Chambersburg Trust Co. Bldg.
FIRMNAME ''''''~'''' Charrbersburg, PA 17201
~
~I!
1. Real ,;.ta18 (Schedule A) (fl
2. Stocl<s and Bond. (Schedule B) (2)
3. CIo"~ Held CotpO,allon,Partne"'hlp 0' So~.P'optlelomhlp (3)
4. Mortgage. & Nole. Recelvab~ (Schedu~ D) (4)
5. C..h, Bank Deposita & Mlscallaneou. Pemonal P,operty (5)
Z (Sc!ledll~ E)
0 6. Jointly Owned P,operty (Schedule F) (6)
~ 7. InlerNlvos Transle", & MI.celleneou. Non.Probate Property (7)
E (Schedu~ G or l)
6. To..1 Groll A.II" (Iotalllnes H)
~
~ 9. Funeral E,,,"n... & AdrnlnlsUetlve Costs (ScIledu~ H) (9)
10. Dobts 01 Dece<lenl, Mor1gage lI.blln~., & l~n. (Schedule I) (fO)
11. To"l Dtducllon'(lotalllnes 9 & 10)
(11)
2
~I
12. NItV.lutol f....t. (line 6 m,nu.lIne If)
13. Charttab~ end Governmental aeque.IsISac 9113 Tru.ts 10' which an elecllon 10 ta. ha. nol bean
madelSchedu~ J)
14. Nit Vllu. Subject to Tax 11Ine f2 minus line 13)
f5. Amount 01 line 14 ta,ab~
al the &pouSlI tax rate t ,J
Sea Instructions on reve"" side for applk:able pe'oenlage
16. Amount 01 line f4 ta,eble
at 6% ,ate
17 Amount 01 line 14ta,able
'I f5%ral.
x ,0
x .06
x .f5
16 Tlx Due
19.
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(6)
,000.00
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(12)
(13)
1 0 0 0
,0 0 0
(f4)
10 0 0
(15)
'0 0 0
(16)
(17)
(16)
,0 0 0
10 0 0
,0 0 0
o 0
o 0
o 0
o 0
o 0
o 0
o 0
Decedent'. Complete Address:
STREET ADDRESS
y,:" . ~
347 East Burd Street
CITShippensburg
Tax Payment. and Credits:
1, Tax Due (Page tllne 18)
2, Credits/Payments
A, Spousal Pov~rty Credit
e, Prior paymants
C. Dlscounl
Jiiiiii'E PA
(1)
- 0 -
Tolal Credlls (A t e t C I (2)
f,
3, InteresVPenallY If applicable
D,lnteresl
E, Penalty
T olallnteresUPenalty ( D tEl (3)
If line 21s greater than line 1 t line 3, enter Ihe difference, This Is the OVERPAYMENT,
Check box on Plgel Llne1U to rlqu..t I refund (41 _____.__
If line 1 + line 31s gr~ater than line 2, enter the difference, This ;sthe TAX DUE, (5)
A, Enter Ihe Inleresl 011 the tax due, (5A)
e, Enter the lolal of Line 5 + 5A, This Is the BALANCE DUE, (5B)
Make Check Peyable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a trensfer and: Yes
a, retain the use or Income of the property transferred; """""",""",,,"''''''''''''''',,'',,,,'''''''''''''' 0
b, retain the right to deslgnete who shall use the property transferred pr Its Income; "'"'''' "" '" 0
c, retain a reversionary Interest; or "",,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,..,,,,,,,,,,,,,,,,,,,,,,,""""""".""",." 0
d, receive tila promlsa for life of either paymante, benefits or care? """"""" ,,,",, " " " "" " " "" , 0
2, If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property wllhout receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? """"""",.,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,..,,.,,,,.,,,,,,""""""""'" 0 ~
3, Old decedent own an "in trust for" or payable upon death bank account or security
at his or her death? ",,"" "" "" '"'' " " '" "" " " "" " " " " " " '''''''' " """" " " ,,," " """'" ."""""" """,,,,,,0
4, Old decedent own an Individual retirement account, annuity, or other non-probate property? '''' 0
4,
5,
- 0 -
- 0 -
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDUl,E G AND FILE IT AS PART OF THE RETURN
'72 P,S, fi9116 (a) (1.1) (I) provided for Ihe reduction of the tax rate imposed on the net value of transfers to or for the uae of Ihe
surviving spouse from 6% to 3% for detes of death on or after July 1, 1994 and before .January 1, 1995,
72 P,ll, fi9116 (e) (1,1) (II) prOVided for the reduction of the rate Imposed on the net value of transfers to or for the use of the surviving
spouse'from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exempt e transfer to a surviving spouse
from tax, and the statutory requirements for disclosure of assets and filing a tex return ere stili applicable even If the ~urvlvlng spouse
Is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an "K' In the
appropriate space,
Did the d.c.d.nt create a tru.t or similar arrangem.nt which I. .olely for the .urvlvlng .pou..'. beneftt for hi. or h.r .ntlre
IIf.tlm.? Yea 0 No iii
If you answered yes to the above question, the tax on the trusl or similar arrangement Is postponed until the deeth of the second
spouse, at which time It will be fully taxable at the rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Part II, In order to remove It from the calculation of the tax due In this estate, You may wish to file Schedule 0 In order to
make the election available under Section 9113, If the election Is made, the trust or similar errangement Is taxed In the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero lax rate,
and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(les), If you choose to make Ihe election, you must
allach Schedule 0 to a tlmely.filed taK return, along with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar .rrangement between the surviving spouse and the remelnder beneficlary(les),