HomeMy WebLinkAbout97-00620
-.-" .... ,.. ,.....' . . -"~ '
PI~TlTION FOR PROBATE and GRANT OF LETtERS
No. _ ::V.. q 7 -~O
To:
Estate of _...JJ.g~....!!.1-- llrown
also knowlI as
_ ' ___ Register of WUls for the
. Decea,ved. County of CumhH land In the
Sodal Security No. ~4'!.:.Q2::3238 Commonwealth of Pennsylvania
The petition of the underslaned respel:tfully represents that:
your petltloner(s), who Is/are 18 years of age or older an the execut rix, named
In the laet wUl of the above decedent, dsted September lL---- ,19..2.2_
and codicil(s) dated. ,-------
----.--
--'
----
(~lllte relc"ant clrCllmslBm:C5, e,l, rcmuncl.llon, death of executor, etc,)
Decendent was domiciled at death In Cumberland _,___County, Pennsylvania with
h..!!!.-__last f~ml1y or principal residence at 307 AI'ch Street , CarHsleL PA 170\3
---
(Ibt street. number and munclpBHty)
Decendent, then _.2l..--- years of age, died _,July 4. ,19 97
al_.IJlQ!nwald Park, Carlisl.!-,- .
Bx~ept as follows, deeedent did not marry, was not divorced and did not have a child born or adopted
after execut'lon of the wUl offered for probate; was not the victim of a kUling and was never sdjudlcal,ed
Incompetehl: -------
Decendent at death owned property with estimated values as follows:
(If domldled In Pa,) All personal property S 265 .QQ!l
(If not domiciled In Pa.) Personal property In Pennsylvania S
(If not domiciled In Pa.) Personal property in County S
Value of real estate In Pennsylvania S_
situated as follows:
--
WHEREFORE, petitioner(s) respectfullY request(s) the probate of the last will and codlcll(s)
presented herewith and the grant ofletters . Testamentary ---
(testamentary; admlnlslratlon c,t.a.j administration d.b.n.c.t.a.)
theron,
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH Of PENNSYLVANIA } 88
COUNTY OF _gIMBE!lJ..!I@----
The pelltloner(5) above-n..m~ct swe~.r(s) or affirm(s) that the statements In the foregoing petition are
true and correct to ,he b~st or the knowledge and belief of petltioner(s) and that as personal represen-
tative(s) of the above decedent petlll.m~r(s) wlll W~II d tr Iyadmlnl er t estate according to law.
, \ /
Sworn to or ,.!firmed and r.ubr.cribed { ,,1fd.' J V -- ~
before me this ,_ ~lst. __ day of Barbara VI. Brown i'
._~~ ___"" lC:..9.L- . i
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r~YIVAHIA
OEPIATlMiNT or REVENUf'
OEPUeOOOI
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
12, Nil VIM of Estat. (line 8 milusl,lne 11)
13, Chotllllbl8ond GcwemmonlalBequoslllSec9113 Tl\JStslorltd1lcl1an8lecllOn~""ha' notboen
made (Sdlodule J)
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5, Cosh, Bank Deposits & MiscellaneoL' Porsonal Property
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6, JoInlly o.necJ Propelty (Sdledule F)
7, Inler,1'Nos Transf'" & Miscellaneous Non-Probal' Property
(Sdledule G DE L)
8, TolalOnltlAmll (\oIaILInes 1.7)
9, F._I E...._ & Admlnil1rlllle Coots (Schedule H)
10, Debts 01 Oeooden~ Mo<\lsge Llablltil!s, & I.I8ns (ScI1edule I)
11, ToW Dod.etIons (IIlIaIUnesu 10)
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St" Carl1Blc, PA 17013
ADDRESS
4 North IIllnover' St., cllrlinlc, PA 17013
DATE
08/ " /98
Decedent'. Complete Addre88: ______'_n___.___
',"HI ~68
:107 Arch Streot
.
181AIE I'A
ZIP 1701:1
ClIV
CllrUHl"
Tax Paymente and Credits:
1, Tu Due (pege 1 Une 18)
2, Cledlla.f'1YfMlllI
A, SjIoU8eII'lMI\y CredI1
B, Prtor PeymenlJ I 0 ,nnn nn
C, IllICOUflI 4 a 1 a "
(1)
TotalCllldIls(A+BtC) (2)
3, 1nIere8~ WIlIIIlIoeble
0, Inlnli
e, PenaIIt
TolIIln~(D+E) (3)
4, "Mne 218 greeterlhan line 1+ gne 3, enter II1e difference, ThiBl8l11e OVERPAYMENT.
Checl\ box on P.g.1 Un. 11 to reqUIIIlj'l!fUnd (4)
5, . gill 1 + Mne 318 great8l1han Mne 2, ent8l1l1e d1fIelence, Thl8l8l11e TAX DUE. (5)
A, Enter II1e Interwt on tile tax due, (SA)
e, Enter tile \oIeI 01 Une 5 + SA, ThIt 18 tile BALANCE DUE. (5B)
Make Check Pa ble to: REGISTER OF WILLS AGENT
PU!A8B ANsweR THB fOLLOWING QUESTIONS
BY PLACING AN .X" IN THI! APPROPRIATE BLOCKS
1. Old dlOld.nt makulnlnefer and: Ye.
a, ~taln the un or Income of the property ltIn.ferTed: ..,........."".. ,,,.... '.. ,............",......". "...... 8
b, ret.ln the rtght to designate who .hall use the pfl>perty ltIn.ferred Dr IIslnoome; "....,...."",
c, retain a reverelonary Intere.t; or...",..,...."".."",..""..",.."...."..,,,,..,,,..,,..,,,.,......,,,......,.',,'..,..
d, receive the promise for life of either paymunts. benefits or care? ,..,,,..,............,........,......,.., 0
2, If death ocaJrred 011 or before December 12. 1982, did decedent within two years
procedlng death transfer property without receiving adequate consideration? If death occurred
Ifter December 12. 1982. did decedent trlnsfer property wfthln one yeer of death without
receiving adequate oonslderatlon? ,........""......,....",...,............".,.,'"..,..,",..,..,..,.."..,....., """,,,.. 0
3, Old decedent own an 'In \Nst for" or plyable upon deeth bank eccount or securily
.t his or her death? .."..,..,,,..,...,....,,,,,..,,,,,....,..,.....................,""",......,,....,..,.."".."...."".,..'"..,.. 0
4. Old decedent own en Indlvlduel retirement account. ennulty, or other nOfl1lrobete property? .",0
9.657,111
'10.482.87
- 0 -
81'i.46
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
III
1'2 P,S.191111 (.) (1.1) Q) provided for the reductlon of the tax rate Imposed on the net value of ltIn.fere to or for the un fA the
.urvlvIng .poun from 8% to 3% for datil of de.th on or after July 1, 1994 and before January 1, 1995.
72 P.S.19118 (a) (1.1) QI) provided for the reduction of the ratelmpoaed on the net value ofltln.fe,. to or for the use of the .urvlvlng
IpouIIIrom 3% to 0% for date. of death on or after Janu.ry 1, 1995, The .talute does not exemDlll trensfer to a .urvlving .pouea
from \IX, and the .talutory requlroments for dlscfoeure of eseatl end filing a tax return are stili applicable eVllrllf the .urvlvlng .pouae
I. tile only beneficlary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Plecae enlwer the following que.1Ion by pl.cfng In 'x' In the
appropIIatll .peoe,
DId tha cllceclent crea" I truat or almUar arnnll8ment which la .olaly for the aurvlvlng apoua.'a benefit for hla or her entire
lifetime? VII 0 No 00
If you answered yes to the lbove questlCln, the lax on tha trust or slmll.r Irrengementls postponed until the delth of the aecond
spouae, at which time It will be fully texable elthe rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Part II, In order to remove II from the calcutetlon of the tax due In this estate, You may wI.h to file Schedule 0 In order to
I118ke the election available under Section 9113, If the election Is made, the trust Of similar errangementls taxed In the eatate of the
first decedentlpou8l, the portion of the trust or .Irnllar arrange""nt which benefits the .urvlvlng .paueals taxed It the zero tax rite,
Ind the rel1llllnder II taxed at the rate(s) eppllcable to the remainder beneficlary(les), If you choo.e to I1IlIke the elecllon, you mu.t
Ittach Schedult 0 to a tlmely.filed tax return, elong with Schedule(s) K and/or M In order to show the Ipportlonmenl of thellUst or
slmll.r arrangement between the surviving lpouse end the remainder beneficlary(les),
Commonwealth of Pennsylvania
Inheritance Tax Return
Resident Decedent
SCHEDULE B
STOCKS AND BONDS
_~.~_._o__~_...____..L__ ..__~"_.___~~~..n'_'~_""------"""""'-""-------'~
.......~_..__...-...-_.-_..._-_.__.._-_. ."_.~_..,~_. .-.....-._-_..-.~...-._.~-'
File Number
1907.00620
Estate of
Lloyd W, Brown
(All property jotntly"owned with the Right of Survivorship must be disclosed on Schedule F)
---,_..~..__.~.._.-..,._._-_..... ,.-.,.-..,---,.-...-".--,--..'--.'.--.'---.-...-.. ,--"--,,--,_._~._---_.__.....-
ITEM
NUMBER
DESCRIPTION
VAl.UE AT DATE
OF DEATH
..._.______.______-.-..~---M_-'-------'"..r-_---------.--+--.------.-.-----'...........--...----..~........._.__.__...._.M.___~
1,
Equities
66,456,50
36,566,45
10,100,00
152,711,01
2,
3,
Municipal Bonds and notes
Corporate Bonds and Notes
Money Funds
4,
i'
TOTAL (Also enter on line 2, Reoapltul.t1on)
'$287,833.911
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C:ommonwealth of Pennsylvania
Inheritance l' ex Return
Rellldent Decedent
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
---._---~.;,--~._--~------~~-_._..........~---------..,--_.~---_._._-'
Eatate of
File Number
Lloyd W, Brown
1997-00620
ITEM
NUMBER
Dl::SCRIPTION
AMOUNT
5.
Carlisle Imaging Associates
-
1.000,00
812.00
89,00
8.00
7,60
18,00
22,10
50,13
197,65
340,00
48,95
173,70
280.00
1,
2, ,
3,
Susan M, Brown (support 1995-96)
Thornwald Home
4.
West Shore EMS
Carlisle Hospital (phlebotomy fee 5/5/97)
6. Norwich Bulletin (Obituary)
7. Carlisle Community Ambulance
8, ' Belvedere MAdlcal Corp,
9, Belvedere Medical Corp,
10. ' Tnornwald Home
11, Bronstein Jeffries, PA (medical)
12. Penn Financial Limited (emergency room)
13. PA bept. of Revenue, PIT (PA 41)
TOTAL (Alllo enter on line 10, Reclpltulatlon) "
$;$,027.13
Commonwealth of Pennsylvania
Inherltanoe Tax Return
Resident Deoedent
SCHEDULE J
BENEFICIARIES
Estate of
Lloyd W, Brown
File Nurnbar
1997-00620
ITEM, NAME AND ADDRESS OF RELATIONSHIP AMOUNT OR
NUMBER BENEFICIARY SHARE OF ESTATE
A, Taxable Bequests:
1, Bsrbera W, Brown Wife 1;3
, 307 Arch Street
Carlisle, PA 17013
2, Susan M, Brown Daughter 1/3
3947 Applegate Circle
Brandon, FL 33511
3. Grace E, Smith Daugnter 1/3
111 Searlght Drive
Baden, PA 15005
'il
, ,
-'--'
ITEM ' NAME AND ADDRESS OF BENEFICIARY AMOUNT OF
NUMBER SHARE OF ESTATE
B, Charitable end Governmental Bequests:
1,
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS
(Allo tnttr 011 IInl 13, Rtcapltulltlon)
$q.oo
LAST WILL AND TESTAMENT
OF
(C(Q)[PV
LLOYD W. BROWN
BE IT KNOWN that I, Lloyd W. Brown ' a resident of
Carlisle ,County of Cumberland ,in the State of
Penna. , being of sound mind, do make and declare this to be my Last WllI and Testament
expressly revoking all my prior WlIIs and Codicils at any time made.
I. PERSONAL REPRESENTATIVE:
lappolnt Barbara W. Brown .,., of Carlisle, PA
, as Personal Representative of this my Last Will and Testament and provide If
this Personal Representative is unable or unwilling to serve then I appoint Farmer's Trust Bank
of Carlisle, PA ,as
alternate Personal Representative. My Personal Representative shall be authoril.ed to carry out all
provisions of this Will and pay my just debts, obligations and funeral expenses, I further provide my
Personal Representative shall not be required to post surety bond in this or any other jurisdiction, and
direct that no expert appraisal be made of my estate unle,ss required by law.
II. GUARDIAN:
In the event I shall die as the sole parent of minor children, then I appoint
as Guardian of said minor children.
Guardian is unable or unwilling to serve, then 1 appoint N/ A
as alternate Guardian.
N/A
If this named
Ill. BEQUESTS:
I direct that after payment of all my just debts, my property be bequeathed in the manner
following:
1. 1 leave all my property to my wife Barbara W. Brown and my two children
Susan M. Brown and Grace ~. Smith in equal shares.
2. If either of my children shall predecease me, 1 leave that child's shate
to the chlldren of Grace E. Smith equally. If my wife shall predecease
me, 1 leave her share to my children equally.
~~[qf/ ~
TCSllllOl Signature
Page -1- of --2._'
Execute and attest before a notary.
Caution: Louisiana resldenl~ should consullan allorney before preparing a will.
Kt07.IA
V @l {~J}~NESS WlmREOF, I have hereunto set my hand this I ~ofh day of
~~er , 19 96 ,to this my Last Will ,and Tes.\aJJI ~ent/.., :.J '
,. ',' I "~Jif 1(/ ~nv
Testator Signature
IV, WITNESSED:
~jThctestator has signed this will at the end'l\IId on each other separate,page, and has declared
orslgnlfied Inrouf'prescnce that it Is hislher lastwl1l and testame~dln the pr~nce of.the .testa.
lor and each other we have hereuntosubsc.rlbed our names this I~ "'day of Sep,-Ir.fll~e.r ., '!
199(P, .
~"~/J.#~~ /rJl J.J1!1~~.13Aa2~,'WB5"11
~Ignature. .. " . . Address: . ;,', ,
1:.;.'si2~J<J" u;'y,;;.:i' .,1,1 33','
I
---
Witness Signature:. .
Address
State of
County of
We,
ACKNOWLEDGMENT
}
Ii rl.! I
,1,,,'1.
.
f.o.,,:-,,';.
__, ,and '
the testator and the witnesses, respectively, whose names are signed to the attached"~nd ~or,egoing
lnstroment, were sworn and declared to the undersigned that the testator signed the 'instrument as
hislher Last Will and Testament and that each of the witnesses. in the plesence of the testl\t<;>r and each
other, signed the will as witnesses. '
Testator: __" " "', Witfless:
Witness:
Witness:
On before me,
appeared ,;
, personally known to me (or proved to me on the basis of satiSfactOIY evidence) to be the person(s) whose
name(s) is/are subscribed to the within instroment andacknowledged to me that belshe/they executed the
same In hislherlthe1r autborized capacity(les), and that by his/her/thelr signalUre(s) on the instnlment the
person(s), or the entity upon behalf of which the person(s) acted, executed the instnlment. '
WITNESS my band and official seal.
Signature
Affiant _Known_Produced ID
Type of ID
(Seal)
Page ..2,. of -1-.
'I
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<, ", "'TTOIlNIEY" liT LAW ,
u' 4 NOIITH HAN,OYI;II .,.IlllllT "
OA"LI'L~, PENNSVL;VANlA '7'013 .
j-- - -co_ ___ ,- _, -
,,' 1717.143'4.14 '1.'."~
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~amilp j,rttlement agreement
THIS IS AN AGREEMliNT hI' "1/(1 helll'eell /l"I'h"I'a W. /l/,(/II'II, ol3l1? AI'ch .'111'1'1'1, ('",./I,Ih!,
. '
Penmyll'anla 17013 ",1lixeclIlI'lx and ",III //c'/1eflclCllY, IIl1d 811,1"" M. /ll"OlI'n (!t'3947 Applegale
CII'cle, Brandon, FL 335 I I, "lid Gmce Ii, SlI/lIh 1!f'1 I 181'''1'11(111 /)I'il'e, /l"den. l'elmyll'''"la
1$005, as B(?/l~flcl"I'le,l, madl! Ihl,l .)../.. dllY 4A IIglI,l1 Nllleleelllllllldred "lid Nlllely E/I(hl
(/998)
WITNESSETH:
WHEREAS:
A. Lloyd W. Brown. 307 Arch Strect. Carlislc. Pcnnsylvanin, dicd on July 4,1997;
B, On July 25,1997, Lctters Tcstamcntnry wcrc grantcd to Bnrbara W, Brown at Filc No.
1997-00620 in the Registcr of Wills Office for Cumbcrlnnd County, Pcnnsylvllnin;
C. Executrix has administered the Estatc of Lloyd W. Brown up until thc prcscnt timc and
has paid all debts of thc cstate. including Inheritance Tax owed;
D, Lloyd W. Brown died testate. giving nnd bcqueathing all rights nnd intcrcst in his estate
to his wifc Barbara W. Brown and his daughters Susan M, Brown and Gracc E, Smith;
E. Estate of Lloyd W. Brown has receivcd assets valucd at $267.833,96 nnd income valued
at $7,873.94. as set forth in Exhibit A, has paid the debts vnlued at $35.644,03. as set
forth in Exhibit B, has rceeived intcrest on accounts and incurred expenses during
administration subscquent to thosc at the time of dcath. nnd has proposed the distributions
as set forth in Exhibit C;
F. Executrix desires to forego a formal accounting and schedulc of distribution and dcsires
to conclude the estatc by virtuc ofthc filing of this documcnt;
NOW. THEREFORE, Executrix intending to bc Icgally bound stales as lollows;
I. Susan M. Brown and Grace E. Smith, as bcncliciarics, state that thc Exccutrix of the
Estate of Lloyd W, Brown nced not file a formal accounting or schcdulc of distribution.
2, Executrix states that all costs ofthc cstatc are paid,
3. Barbllra W. Brown. Susvn M. Brown, and Gracc E, Smith. as bencficiaries. agrcc that the
final distribution of all estatc assets and incomc rcmaining attcr paymcnt ofthc cxpenses
of administration shall be made to the beneliciarks as sct forth in Exhibit (', Executrix is
directed to makc in kind transfers of stocks and securitics as sct forth in Exhibit C and to
make equal distribution of remaining cash assets. including dividends and interest
received after April 17, 1998.
4. Executrix acknowledges that allY distribution made by her pursuant to this Agreement Is
or was an "at risk" distribution pursuant to 20 1'.8, 3532, In the event that any creditors
and claimants file any claim against the Estate that are detennlned to be valid,
Beneficiaries Susan M. Bi'Own and Grace E. Smith hcreby relea.qe Executrix with respect
to acts or omissions In the administration and distribution of the estate and hereby agree
to retum such funds distributed under the administration of the estate a.1 may be required
for the payment of any proper claims not discharged prior to this distribution,
S. The parties hereto designate this statement as a "satisfaction of award" and hereby ,
authorize and direct the Clerk of Orphans' Court to mark satisfied of record any award
which may subsequently be made by the Court with respect to the distribution made to
the dlstrlbutees In this Agreement.
','.
6. The parties authorize the Executrix to retain funds in a reasonable amount necessary for
federal and state tax purposes and other incidental expenses In closure of the Estate.
7. Executrix acknowledges that this Family Settlement Statement shali be filed with the
Clerk 01' Orphans' Court in final tlCttlement of the estate of Lloyd W. Brown.
IN WITNESS WHEREOF, Executrix and beneficiaries Intending to be legally bound hereby set
their hands and seals the day and year first above written.
WITNESS:
-
Barbara W. Brown, ExecutrixIBcneficiary
~ A1tU. J1?i5-"ru I';L
Susan M. Brown, Beneficiary
Grace E. Smith, Beneficiary
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:SS
Gn this, the _ day of August, 1998, before me, the undersigned officer, personally appeared
Barbara W. Brown, Susan M. Brown, and Grace E. Smith known to me or satisfactorily proven
to be the persons whose name is subscribed to the within document, and acknowledged that they
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
NOTARY PUBLIC
. Lc~
f \()(\ C
.\~~~
a~'lJ.N
EXHIBIT A - ASSETS AND INCOI\'U;
ITEM DESCRIPTION
NUMRER
V AI ,lJE AT DATE'
OF DEATH
I. ASSETS
1. Equities 68,456,50
2. Municipal Bonds and notes 36,566.45
3, Corporate Bonds and Notes \ 0,100.00
4. Money Funds \52,1\ \.0\
TOTAL $267.833.96
11. . INCOME
See Appendix A hereto.
TOTAL
$7;873.94
GRAND TOTAl,
$%75,707,90
I
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EXHIBIT 8 - EXI'ENSES
DESCRI1'TlON
'--'--
C.'ematlon Society of I' A
Wilbert Vault of Eastern CT (canopy)
Ken Gardner (gravc)
Bruce Johnson (ministcr)
Janette Gregory (food at funeral)
Tri-County Memorials
Administrative Costs:
Personal Representative Commissions - Barbara W, Brown
Social Security Number of Personal Representative:
047-34-3359
Year Commissions paid: 1998
2,
Attorney Fees:
Broujos & Gilroy, P,C,
4 North Hanover Street, Carlisle, P A 170,13
Family Exemption
Probate Fees - Register of Wills, Cumberland County, P A
Miscellaneous Expenses:
"
AMOUNT
838,00
85,00
50.00
75,00
133.50
2,195,00
13,350.00
6,250.00
0.00
290,00
Register of Wills, Cumberland County, PA -Inheritance Tax Return 15,00
Register of Wills, Cumberland County, PA - Inventory 10.00
Register of Wills, Cumberland County. P A . Family Settlement Agreement 17,00
Register of Wills, Cumberland County, PA - Short Celtificate (1) 3,00
Cumberland Law Journal - advertising estate notices 60.00
The Sentinel - advertising estate notices 70,86
D. Other Ex penses
1. Susan M, Brown (support 1995-96) 1,000.00
2. l'homwald Home 812.00
3, West Shore EMS 69,00
4 . Carlisle Hospital (phlebotomy fee 5/5/97) 8.00
..
5,' Carlisle Imaging Associates 1;60
6, Norwich Bulletin (Obituary) 18,00
7, Carlisle Community Ambulance 22.10
8. Belvedere Medical Corp. 50.13
9. Belvedere Medical Corp. 197.65
10, Thomwald Home 340.00
II. 'Bronstein Jeffries, P,A. (medical) 48,95
12. Penn Financial Limited (emergency room) 173.70
13, P A Dept. of Revenue. PIT (1' A 41 ) 280.00
14, PlIlnheritance Tax 9,174.54
, IS. Tax Accountant Fee for final tax returns (to be determined) .0-
TOTAL $35,644.03
LAST WilL AND TESTAMENT
OF
I.LOYD W. BROWN
CC(olP'f
BE IT KNOWN that I, Lloyd W. Brown ,a resident of
CarliSle ,County of Cumberland ,In the State of
Penna. , being of sound mind, do make and declare this to be my Last WlIl and Testament
expressly, revoking all my prior Wills and Codicils at any time made.
I. PERSONAL REPRESENTATIVE:
I appoint Barbars W. Brown ,', of Carlisle, PA
, as Personal Representativc'of this my Last Will and Testament and provide If
this Personal Representativc Is unable or unwilling to serve then I appoint Farmer's Trust Bank
of Carlisle. PA , as
altemate Personal Representative, My Personal Representative r.hall be authorized to carry out all
provisions of this Will and pay my just debts, obligations and funeral expenses. I fUlther provide my
Personal Representative shall not be required to post surety bond in this or any other jurisdiction, and
dlrectthat no expert appraisal be made of my estate unless required by law.
II. GUARDIAN:
In the event I shall die as the sole parent of minor children,lhen I appoint
as Guardian of said minor childre,n.
Guardian is unable or unwilling to serve. then I appoint N/ A
as alternate Guardian.
N/A
If this named
III. IlEQUESTS:
I dlrr.ct that after payment of all my just debts, my property be bequellthed in the manner
following: '
I. I leave all my property to my wife Barbara W. Brown and my two children
Susan H. Brown and Grace E. Smith in equai shares.
2. If either of my children shall predecease me, I leave that child's share
to the children of Grace E. SmIth equally. If my wife shall predecease
me, 1 l.eave her share to my children equally.
~lqf/ A~
Testator Signature
Page .....L.. of _2-.
Execute and attest before II notary.
Caution: Louisiana resldent.~ should consull an altorney before preparing a will.
KI01.,^
/5-lq3 --5
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(' I
./
'*
1U..,4,,,,,,'I...m
LLOYD
W
IUREAU OF INDIVIDUAL TAMES
INHERITANCE TAW DIVISIDH
DfPT. l8I6DI
MARRlllUROl PA 1112a~0601
NOTICE OF INHERITANCE TAM
APPRAISF.HEHT, ALLONAHCE OR OISALlONAHCE
OF DEDUCTIONS AND ASSF.SSHENT OF TAM
--1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1?013
CUT ALONG THIS LINE ~ RETAIN LOWER PORnON FOR YOUR RECORDS ~
iiiY:U'4""ix'iFP'(jjr:9'7Y'iiiffici--oji"YtiHiiiiTAiici-YAX'APpjiA'iiiiiiN'r;.ii.rciiiAiicnii.-.----.-....--.-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
'ESTATI OF BROWN LLOYD W FILE NO. 21 97-0620 ACN 101 DATE 10-12-1998
TAX RETURN liAS. (X I ACCEPTED AS FILED (I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RE~URN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. ISohedUl. Al
2. stool<. and 1IoncI. ISchedule III
5. Clo..1~ Hal~ Stook/p.rtner.hip Int.r..t ISo~dul. CI
4. Hort_./Not.. R.....lv...l. ISchedul. 01
I. C.atl/Bonk Dapodta/Hloo. p.r.onel property (So~dul. EI
6. JointlY OWned property l$ctMHtUl. FI
7. Tr....f.r. ISch.duJ,. 01
e. Tot.l A...ta
If .n ........nt wa. i..u.d pr.viDu.ly. lin.. 14. 15 .nd/or 1&. 11 .nd IS will
rlfl.ot figur.. th.t includ' the total of MJ,. r.turn. .......d to d.t..
ASSESSMENT OF TAXI
1&. ~t of line 14 .t Spou..l r.t. 11&1
16. A..unt of line 14 t.....l. .t lineal/Cl... A r.t. 1161
17. A..unt of line 14 t.....l. .t Coll.t.r.I/CI... II r.t. (171
18. rrl""lp.l T." Due
TAX CREDnSI
pAY"EIIT
DATE
10-02-1997
JOHN H BROUJOS ESQ
4 N HANOVER S T
cARLISLE PA 1'1013
DATE
ESTATE OF
DATI OF DEATH
FILE NUMBER
COUNTY
ACN
10-12-1998
BROWN
07-04-1997
21 97-0620
CUMBERLANll
101
A_t R_iU.d
r
(1)
121
ISI
141
(II
(61
(71
.00
267.833.26._
.00
....u..
.00
.00
.00
lei
191
(101
23.442.36
3.027 . 1~
(111
1121
1151
n41
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funeral EMpen.../A~. Coat./Hilc. EKP.n..' (Sohedule Hl
II. Dabt./Nortgaee llebllltl.a/llen. ISo~dul. II
11. Total _t1on.
12. Hat V.lue of T"M R.turn
15. Charlt...l./Oov"rnaant"l ..qua.t.) Hon-.l.ot.d 9115 Tru.t. (Schedul. JI
14. Hat Value of Eat.to Sub;l.ct to l".
NOTlI
80.407.59 X .00.
160,956.88 M .06.
.00 M .15.-
nil
RECElrT
-.u
AA242301
019COUllT (+ I
IIITEREST/rEH rAID (-I
-- 4112.er-
AI10UlIT rAID
10,000.00
--~._~ ~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
MOTE I To !naur. pflCtp.r
creel! t to your. .ccount,
.ubIolt the _r portion
of thl. for. with your
t.JC p.y.-nt.
267.1133.96
'1r..4~Q 4<<)
241,364.47
.00
241.364.47
.00
9,657.41
.00
9.657.41
10,482.87
1125.46CR
.00
825.46CR
. IF pAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIOHAl INTEREST,
IF TOTAL DUE IS LESS THAM U. NO PA YHENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDHS.I
IlEIEllVATlOIt.
_01'
"'liCE.
PAvtEN1'.
IiIEFUND (aUI
OIJECTlM.
_I"
ISTRATlVE
CQRAECnCIGI
DIICOUtIT.
PENALTY.
IIITIlIEI'.
Fl.
'r
'98
ll,',"I' 1,~1
., '1'12 :G6
CI,rl, "
r.~lnt
, HI
1'1\
E,t.t.. of'~t. dylnl on or before ~r 12i 1982 ~- If In)' future Int.r..t In thl ..tete II trln..lrred
in po.....lon or ~joYllnt to C1._. . (coll,t.rtl) btnef~ol.rl,a of thl ~t .ftar tn. ."plf.tlon ot InY ..t.t. for
11f. Of for yelr., the C~.lth hlrlbv IMpr...b r...rve. t~ right to .,r.he Md ...... tf",',r Inherlt~ TpI.
.t the I_fut CII.' I (ooU,t.r.U rlt. on WlY .uoh futur.Jnt'r..t.
To fulfill the requlr..,tt of Section 2lftO of tM lm-rUInGI ..... E,t.t. 'IX Aot, Act 21 of 1995. (n P.I.
Sttotlon 9lltO).
DetMh thl top portion of this MoUe. IOd lub,dt with your PIYIMN\t to thl R...ht.r of MUls pdntlld on the f''''rs. I.M.
....... 0'" or Mntl)' or." pIy-.l1 tOI REOIBTER OF' MILLS, AOENT
A r.fund of . tu ar.St, IIIhlch ".. not feqlMltlld on the TIJC Return, ..y be r.....ted by oOllPlatlngen "AprUo.t1on
for R.fund of P~eYlv8n1. Inheritance ~ Estete T.~" (REY-ISIS), Appllo.tlon. .r. .v.llebl. .t the Office
of the Rellst,r of MlI18, MY of the 2S R.venutl Ol.trlot Offloe., or by oaUlng the 'PMI.I 24-hour
.......rhtlll ..rvl" nullber'. for for.. ordering I In Pftnnlvlvenl. 1.100-362.2050, au..J. Ja.nn.y!venJ. 1M
wltitln 1001I1 Hlrrl~rl .r.. (711) 711-8094, TOOl (1171 772-2252: (HII.ring 11Ip.lrMl OnlY),
Any ,.rty In Int.r..t not ..Uefled with thtt eppr.hfNMnt, ,UOMMe' or dl"UONIInOa of deduoUone, or ..........t
of teM' (Inclucllng dllClount or Inter..t) a. .hown on thlt HaUe. IlUlt object within liKb' (60) den of rto.ipt of
this Notice by;
-~wrlttM prot.lt to thl PA o.part.."t of R.venue, loard of App.ah, o.pt. 211021,HlrrllbUr., PA 17121.1021, 01
--.Ieotlon to heY. thl ..tt.r det.relned at Itlldlt of the .ocount of tM per.one! rapr,""taU..,., OR
--."..1 to the Orphlnl' Court.
FllCltual .rror. dilco"'.red nn thh ........,..t lhould tM add,...... In writing tOI PA n.p"rt.....t of RClvenut,
auroau of Individual T'M", ATTM, poat ........nt R.vlew unit, Dept. 260601, Harrllbur" PA 17121-0601
Phone (7171 '.7-6505, S. P'" 5 of the hookl.t "InltrucHon. for Inherltanc. lal< R.t"rn for. ...ldent
DeoIdent" (REY-ISOII for In eM'Pl~tlon of ~lnlltr.tlv.IY correctebl. .rrort.
If In)' taM due II p.ldwlthln thr.. (3) c.lendar ItOnth. .ftllr thll decedent'. dHth, . flva parc....t (S:C) dllCOWlt of
thll taM p.ld I, allowed.
The lIX taM .....ty non-Plrtlolp.Uon penalty 11 COllPUtad on the total of the t'K ... Intare.t ......N, Met not
p.ld Mfora January II, )996, the first day aft.r the Mld of thl taM ..-.ty period. Thb non",.rUclP1t1on
penalty It .....lebl. In the ... HnfMlr and In the the .... U.. per loci .. you would....1 thl t_M and Int.r..t
that he. bMn ......ed .. IncU~ted on thl. noUe..
Inter..tis CIhIlrlMf 1Mt1nnlne .11 th first MY of delinquency, or nine (9) IIOf\thl W1d one U) day frOll the Ata of
..th, to the dIIta of PlYHtlt. TaMe. lIhloh beG.. delinquent befora Jwluarv 1, 1982 bur Int.ra.t at t'" rat. of
.bl (6Xl par,*,t per .... c.laulatlKl .t . dally rat. of .0001"'. All taM" whloh MC" del1~t on end aftar
.-.uarlll 1, 1912 ..UI bur Int.r..t .t a rete which will vary frOll aalendar yaar to cIlsndllr y..r ..lth that rat.
~ by the PA o.p.rt.-nt of R.venue. The ~llcabl. Int.r..t r.t.. f~r 1912 through 1991 .ra,
~ lnt.r..t R.t. DallY Intare.t Faator Y.!!r Int.ra.t b!t DaUy Inter..t Factor
1911 Z8X .000141 1987 9X .101241
I9IS lOX .000451 1911-1991 11~ ,00010\
1914 IIX .00OSOI .... 9X .000Z47
I9IS ISX .00n&6 199!o-I994 1X ..00192
1916 lOX ,000214 1995-1991 9X ,000241
....Int.r..t I. o.loul_ted a. foll..l
INTllBlT . IALANCE OF TAX UNPUD X NUNIER DF DAYS DELINQUENT X DULY INTEREST FACTOR
....A~ Notl" haued .ftlr the taM *011II1 delinquent will rafJ~t 1m Intera.t ~aloullt1cn to flft..., (15) day.
be~ the data of the ......-nt. If plYMnt Is udI .ft.r the Int.re.t cc.putaUon data .howl on .thI
.UOI, additional Int.re.t ...t be O.lCl....ted.
.,. -., v' .. ~
15"-19' 3
auREAU 0' INDIVIDUAL TAMES
I~ITIHQE TAM DIVISIoN
DlPT. ISS60I
HARR1IIURG, PA 17128."'1
COMMONNIALTH OF PINNDVLVANIA
DIPARTMINT OF RIVINUI
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
(~
tn-lUll.." lit.'"
I,
DATI
ESTATI OF
DATI OF DIATH
FILE NUNlER
Ill)UNTY
ACN
11-16-1998
BROWN
07 - 04-199"
21 97-0620
CUMBERLAND
101
A.ount R.l.\t=--J
W
LLOYD
.~);\
n
JOHN H 8ROUJOS ESQ
, 4 N HANOVER ST.
CARL ISLE
f '
PA 17013(";1"
CL'liil
MAKE CHECK PAYABLE AND REMIT PAVMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE. To inlUr. proper orodit to ~our ..oaunt, luboit the upp.r portion of thil for. with your t.x p.y..nt.
CUT, ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
iti'V:U,O..,-ii{"A;ji-ioY:97yo-----iiiii;-iNHERiTAiicE"fAi{"STA'fiiiitif-oP-ACciiuiif--j;iii------------------ ---
ESTATI OF BRONN LLOYD W FILE NO. 21 97-0620 ACN 101 DATE 11-16-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A ~IY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRfoNT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-05-1998
PRINCIPAL TAX DUE, 9.657.41
PAYMENTS (TAX CREDITS),
DISCOUNT (+,-
INTEREST/PEN PAID (-)
482.87
.00
10,000.00
825.46-
AMOUNT PAID
PAYMENT
DATE
10-02-1997
10-27-1998
RECEIPT
NUMBER
AA242301
REFUND
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,657.41
.00
.00
.00
w IF PAlO AFTER THIS DATE, SEE REVERSE
SIDI FOR CALCULATION OF ADDITIONAL INTEREST.
( I' TDTAL DUE IS LESS THAN .1,
NO PAYMENT IS IIEDUIIIED.
IF TOTAL DUI IS IIIFLECTED AS A "CIIEDIT" ICRI,
YOU IIAY BE DUE A IIEFUND. SEE REVIIISE SIDE OF THIS FOIlll FOR INSTIIlCTlONS. I