HomeMy WebLinkAbout80-00504
~~ [',
r_\ _; _
'"
~;~ G :l~~
.. ~ ~ : 5: . 1~
~;
~;; ~ !..
e-
n
~. '92;; FE;' 20
p .~ " \:
.:J~
':) ::
~ L: :''' . "::'
C;8:~f
~-', (,
12
r
-,
"-0.
,
!
i
, i
!
I , J
-I
I "'1 ~I
I ~I
, ,..t
1 'j ~,I
i .
I i ...:,
I 'I
I I I
I
I
I
,
I I
i 1
I i
! 1
,
, :
! i I
,..., 1
I ~: i
21
-I I
I i i
, 1
i ,
I t
,
t
O.
."
,
::J
,
c
,~
,
:1
v.
v'
'J
o
~
~
c;:
g
~
I
-i
,c.!
c
-I
,
1
I
I
,
I
,
i
"
r.
~ ~
0-:: _,
c_ ,...
.~ ."
;::.....,
'''-:::':
::J ,~
is .-
J". _
g ~
_ r,
~ ..:,
:z.-."
:'-:-:;
:5...;'
:: :,!
- .
~~
0::'
:::-~
~ n
,:, c
:.: ::J
*~
:O;-::J
C Q"
t~ a
m _
0'0
~ 3
= 0"
to'-
~g
.:q
~t5
c __
~,.. ::r
1~
-,
J _
s:::'
_0
r, :-
B
~ .
~
~
~i
'"'
.~
DETACH AND RETAIN THIS PORTION FOR YOUR RECOROS
506392
AlCNAME TR U/W OF VERNIE M BRINTON
DATE
AlC NO,
REMITTANCE AMOUND 51 0 5/9 2
INCOME PRINCIPAL
.~
1204207721
DISP 20
OFF 49
$65.73
FOR
PAID TO
,lli L - ,IUN 7.6.
REGISTER OF WILLS, AGENT
CUMBERLMW COURT H(JU.SJ..
CARLISLE, PA 17013
RE: VERNIE M BRINTON. TRUST U/W
,FILE NO,21 BO-0504
..__'-.,,)2-':
D Dauphin ~sit Bank
crod lust Carpa'l'(
","""",,'DIe
~BANK()f
E:9~~~~
-,~
INTEREST DUE ON REMAINDER
PA INHERITANCE TAX RETURN
a'_'l"'.'><...&....:.'~-~....-..
"
}So/I
21.80
SOil
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of Vernie M. Brinton
, deceased.
To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania.
Petltloner(s)Jl'9((are) the execut ors
named in the Last Will and Testament of Vernie
M. Brinton dated April 25. 1980
Decedent was a citizen of the United States and a resident of Lower Allen
Township ~RKqll'l), Cumberland County, Commonweaith of Pennsylvania.
Decedent died on Friday
the 18th day of
Julv
A.D. 19-1!.Q...., In the
County of Dauphin , State of PA at the age of -B.Lyears.
Decedent has (has not) been married and has (has not) had children born to him (her) since the ex.
ecutlon of the above described Will.
Decedent was possessed of personal property to the value of
and of real estate to the value of N /A
as near as can be ascertained; said real estate situated as follows N /A
Therefore, your petltloner(s) respectfully apply(ies) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron.
/;~.^ -; ---- / ~/
j'l~ /-L~
~phin Deposit Bank an
Name and address 2] 3 Market Street
of Petitioner(s) Harrisburg, PA 17101
t JI)lt.;-d-'1 /1.j:'-1..t~..,--
/M'arYf.J1.-:-iil:Dkle
1141 Columbus Avenue
T.pmnyn",. PA 17043
COMMONWEALTH OF PENNSYLVANIA )
~ ss
COUNTY OF CUMBERLAND I
} Brenton
Dauphin
Mary tl.
Dated
July 25, 1980
Trust Company
M. Hake, Assistant Trust Officer of
Deposit Bank and Trust Company and
l1inkl..
named in above application, being duly "wnrn according to law say(s) that the
statements set forth in this petition are true to the best of rh",j r knowledge and belief.
Sworn
and subscribed before
me, July 25 1980
-21.' fur ---' -
/ /P / '
L_, k~
~egister
6u./dn. -)?L .Lj ~('
t
Brenton M. Hake
. .
/jJ /f. f,e:f!;:-//', Lh..e!...-
Mary 8'. Hinkle
Attorney: Paul E. Clouser, Esquire /.i111
?u.. 3", x (((.u ~ .
.,fp,rv-I '$ J;,"Vfr. ' 7Q. / 7/d g
Filed: July 28, 1980
II-/eo --.;L
i
1
iS~
LAST WILL AND TESTAMENT
OF
VERNIE M. BRINTON
I, VERNIE M. BRINTON, presently residing and domiciled at
1141 Columbus Avenue, Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and hereby revoke
all wills which I have previously made.
ITEM I:
I appoint Mary B. Hinkle and Dauphin
Deposit Bank and Trust Company as Executors of my estate.
ITEM III:
I appoint Dauphin Deposit Bank and Tru t
Company as the Trustee of any trusts created by this Will.
ITEM III:
My testamentary concern is to primaril
benefit my close friend, Mary Bigler Hinkle ("Mary"), with whom I
have lived for a number of years, and my sister, Ruth B.Mendenhall
("Ruth") .
ITEM IV:
My body shall be interred in my plot i
~
~
~.
:~
~
t
~
\
Shoop's Church Cemetery in Lower Paxton Township of Dauphin County
Pennsylvania, beside the grave of my mother, Sarah E. Brinton, and
a marker similar to my mother's shall be placed at my grave. I
give the residuary ownership in my cemetery plot in Shoop's Church
Cemetery to my sister Ruth provided, however, that upon the death
of my sister-in-law, Eva B. Brinton, her body may be buried beside
the grave of her husband, Myrl William Brinton.
ITEM V:
I make the following specific bequests
~R4
~
~.
~
~
t
r
, .
of tangible personal property:
A. I give my diamond ring to my niece, Jeanne M. Lutz, of
State College, Pennsylvania.
B. I give my platinum bracelet with chipped diamonds to my
niece, Kathleen E. Brinton, of Alexandria, Virginia.
C. I give my china, silverware, furniture and household
furnishings to Mary and if Mary should predecease me I give the
same to her daughter Luella Jane Howard and to my niece, Jeanne M.
Lutz, to be mutually divided between them as they express their
respective desires to my Executor. The Executor's decision shall
be final and conclusive.
D. Except as otherwise mentioned in this Will I give my
jewelry, clothing and purely personal belongings to my sister
and if she should predecease me this category of property shall b
given to my niece, Jeanne M. Lutz.
ITEM VI:
I give the sum of $1500.00 to my sist r
Ruth if she survives my death but if she should predecease me thi
gift shall lapse.
ITEM VII:
I give the residue of my estate, of
whatever nature and wherever situate, to Dauphin Deposit Bank and
Trust Company, in trust, in accordance with the following directi
A. The Trustee shall distribute the entire net income in
2
~
0\
~
~
~
~
~
~
~
equal shares for the benefit of Mary and my sister Ruth.
B. Upon the death of Mary and/or Ruth the income benefits
shall continue for the survivor.
C. The income benefits may be distributed directly to the
beneficiaries or applied on their behalf. All shares of principal
and income hereby given shall be free from anticipation, assign-
ment, pledge or obligations of the beneficiaries and shall not be
sUbject to any writ of attachment or execution.
D. I specifically direct that if, during the continuance of
the trust, the death of my cousin Kathryne M. Frick should occur,
the Trustee shall distribute the amount of $1500.00 from principal
for her funeral and burial expenses. Kathryne is presently residin
at the Edith Rudolph Home, 3827 Powelton Avenue, Philadelphia,
Pennsylvania.
E. Following the death of both Mary and my sister, Ruth, the
remaining values in the trust shall be distributed in manner fol-
lowing, with the specific cash bequests having a priority over the
charitable residuary gifts:
1. The sum of $1500.00 shall be set aside in a separate
trust to be applied to the funeral and burial ex-
penses of my cousin Kathryne M.Frick should she have
survived the termination of the trust.
2. The sum of $10,000.00 shall be distributed to my
brother, James W. Brinton and his wife, Queenie M.
Brinton, or the survivor of them, who are presently
residing at 1225 Martha Custis Drive, Apartment 518,
Alexandria, Virginia.
3. The sum of $5,000.00 shall be distributed to
my niece, Jeanne M. Lutz of State College,
3
~
t.
~
r.
r
Pennsylvania.
4. The sum of $5,000.00 shall be distributed to
my niece, Kathleen E. Brinton, of 1225 Martha
Custis Drive, Alexandria, Virginia.
5. The sum of $5,000.00 shall be distributed to
Luella Jane Howard, Mary's daughter, presently
residing at 11524 Kingsland Street, Los Angeles,
California.
Should any of the designated beneficiaries (excepting Kathryne M.
Frick) predecease the date of death of the last to die of Mary an
my sister Ruth, that share shall lapse and shall fall into the
cha~ab1e residuary gifts hereinafter set forth:
One-third (1/3) thereof shall be distributed to
the Community General Osteopathic Hospital of
Harrisburg, Pennsylvania, to be used in such manner
as the governing board of that institution so directs.
One-third (1/3) thereof shall be distributed to the
Camp Hill United Methodist Church to be used in such
manner as the governing board of that congregation
so directs.
One-third (1/3) thereof shall be distributed to the
United Methodist Home for Children, R. D. #3,
Mechanicsburg, Pennsylvania, to be used in such manner
as the governing board of that institution so directs.
ITEM VIII:
If Mary and I shall die under such cir-
cumstances that the order of our deaths cannot be established, it
shall be conclusively presumed for all purposes of this Will that
I survived her.
ITEM IX:
I direct that all taxes that may be
assessed in consequence of my death, of whatever nature and by
whatever jurisdiction imposed, shall be paid from my residuary
III m
Z
0: g
~ z r-
t; ~
z ~ 2 ... <(
0 I- 0: Z
. t E-< ell ~ ~ In ~
Z 0: ~ ~ c
, H z .. ;J
.....l p:: l1J ~ ~ 0 .. >-
;: III
CO III u !;l .. z
:l .J .. .. o Z
"" o < ~ % lQ W
0 :E: ..I z Z I- ei II.
020: 0:
~ .. 0 0 a: c5
. :q z
H :! 0:
Z ..I ... :J
.J 0
p:: w If i! m
g; III
~ .. 0:
0 0:
..I <(
5 J:
:..'
:. '.,
..' ,.
OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
This, the
25th
day of
July
80 1:!ar'y_C;_J~w.!~~___
A. D. 191-, before me, ~ Register for
the Probate of Wills and Granting Letters of Ad ministration in and for the county of Cumber-
land, in the Commonwealth of Pennsylvania, personally came Brenton M. Hake
who being duly
sworn
according to law deposed and say that they are well acquainted with
the handwriting of
Uprnip M Rrinrnn
whose name is attached as
7 i.d;;.-'r '(' i:l-
....
to an instrument of writing
purported to be
the Last Will and Testament of
Vernie M. Brinton
late of Lower Allen Townshio cumberland county
I deceased
and that the said signature is true and genuine, and that the saie! Vernie M. Brinton
is now deceased or absent
Sworn
nnd subscribed before me,
this
25th
day of
u..ui~J0!.~d~k.71u:.-li~~.
Brenton M. Hake
.in1 y
A. D. 19J' 80
........................".....................
eg ister
Mary C. Lewis
per
Deputy Register
I'
~ ..
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA! ss:
COUNTY OF CUMBERLAND \
This........................................,.,....?:it.l:\................ day of .......;r~ly............... ................................... A.D..19.~.Q...,
~a.ry .C-,- ~el(lis
before me ~Xbb. Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland. in the Commonwealth of Pennsylvania. personally came ..............
...................................................................p.J1..1J),...!;;......c;:),R.\ll>!;!.l;'......~~.~..!?;..............................".....................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ...... .Y.lfU;J.lJ~. ..M.,...!t;j,n :1;..9.11......................... ............................ Da ted l'!P.+.~J... ;1.~.,,, .J.?i! .9.........
lateof....HR~!'l*...f}),..J.!'lD...r.g;I:(!lR.I:\~P....,..................................................... Cumberland County Pa., deceased
who being duly ......sl>'.arn.......................... according to law. depose and say. that ....~~...~e.~".....................
present. and saw and heard the testa.u!:.i->t......................, ........y.~E.~:i:-.~...~.:...~.;:~~.~~~......""....................
sign. seal. publish. pronounce and declare the said instrument of writing as and for re.t:......."". Testament
and Last Will. and at the time of so doing ............................,She..............was of sound and disposing mind
memory and understanding. to the best of .................................hi,S......knowledge. observation and belief.
..........9.W9.r.I1.......................... and subscribed before
...........r;:;'::<:l..~...:.~~~Y...............
Paul E. Clouser
R~=~:..Re~:.~........,............
..................................................................................
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA! ss:
COUNTY OF CUMBERLAND \
Brenton M. Rake Assistant Trust Officer of Dauphin Deposit Bank and Trust
company and Mary B. Hinkle
......................................................................................................................................................."......being duly
........!?WQJ;.!l............................. says that as nearly as can be ascertained the said decedent ""......................
....... ........... )/'.fi\l;I).~ I':..k! t... .!i't1:.i...I:\ 1;9.1:\................................ ......................................................... ...""......... .died on
......E'r.iday............................. the ....l.8.th...................day of ..J.1Jly......................................,," A,D., 19...e.O.,
at or about .......................................... o.clock,~,..M.
.......s.worn.................................and subscribed this
............Jk..'--!A::-li.~7!..'-..l::I4...................
Brenton M. Rake
...................2.5.th.................... day of ...J),1.J.}!............
19, ..e.n.., before
.
~;; If/'j' /'
//"/.-:Z+ ' 'jif);-'7.~,j.u-~e
Mar}\'jB. Hinkle
J?1~~,;.Rei~~~....................
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for
Brenton M. Hake Assistant Trust officer of
the County of Cumberland. personally came p.~.\U?):1.~r....p.~J?~~j,..L~.~r.!.:..~...?:!.,'!:?~...S~.:...~.~?...~!1:~.1:n~ie
who, being duly ......sworn............ do .......... depose and say that as...Ex.e.cu.tor.s.........................................
of the last Will and Testament of ..............y!?mJ.~..!1,....J;l.~;i;!:I.t:gJ.1....................................................dcceascd
.......j;.l:I~y......... will well and truly administer the goods and chattels, rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Trllnsfer
Inheritances. ....Sw.Ol:n............ and subscribed
before me.
.........J:uJ.~...2.5............................... A. D., 19..aa......
.......921(?.~rj...a.;... ~.. ld:(.1:::f~,................
1Nf.mmhl~i~iKNI, Re~;
............&(Air.:~<...A..lil~,...............
I .
Brenton M. Hak~
...........4.21.;l,7..';(/.!~:!;.~Sm...............
Mary BI/ Hinkle
:..0 oi
:Ql
:~ lXI:
;~ '"
:Ql
iP
u... z: I"l:
0:
0 ~i lXI:
~ =IF:
1-1: ~
0 PI:
~ -I Ill! 0
In 0
0 -I .: ~ CO;
III -
I - :I:! - .: ~
0 ~
lXI ~ rat: u: >i
I 1-1: ~ ~\ ~:
~ ~i .~ ~I
<:) N 'tl
00 ~I Ql
0 'tl ~:
I Z .. lXI:
- 0
N i u \D:
~ =ll='
0 'tl ~ al
'" ~ " -
Z I";l:l .~
.. Cl.. ~
DECREE
Be it remembered that on the ......J~~~...... day of .................~.~~X......................, A. D., IlP.Q....., there
was probated and recorded the last Will and Testament of ......Y.~.~~!.~...~.:...~.~~~.!:~~...............................,
lateof...........~~~~...~.~.~~~..!~~~~~P...................., Cumberland County. Pennsylvllnill, Deccased. Letters
.....................~.~~!:~.~~~.~9.'...... were granted to ....................~:~~~~..~~~~~~.~..~.~~~...~..~~~.~.~..::? &
Witness my hand and official seal the day and year aforesaid.
........:?l~~:...:t~
l~~l_ , RegIster.
RCC~72 1;-681
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
.f.-"io\MONWEAL TH OF PENNSYL VANtA
. OEPARTMENT OF REVENUE
BU.REAU OF COUNTY COLLECTIONS
;,
DATE
9/30/80
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for crosent to the tronsfer of the following securities of 0 Pennsylvania
Corporation or 0 Notional Bonking Associotion locoted in Pennsylvania:
(a) 90 Shs. (b) Provident National Corp. (c) Common
(NOTE: In describing securities enter in (a), ob Ole, either the number of shores of stock or the foce omount of
registered bonds, in (b), the nome of the issuing company ond in (c) the closs of stock or the staled interest rote
and maturity dote of registered bonds.)
ISSUED ON8/14/69 , and having 0 TOTAL MARKET V A'LUE OF $ ~ .)~~~v. r).'O
(Date)
os of the dote of death of the decedent, Vernie M. Brinton , on 7/18/80
(Name of Decedent)
(Date of death)
h I t f 1141 Columbus Avenue Lemoyne
W 0 was a e 0
Cumberland Pennsylvania
(Street and Number)
(Past Office)
Vernie M. Brinton
(County)
(State)
The securities ore registered os follows:
(Name or names In which certificates are registered)
~) Dauphin Deposit Bank & TRust Co., P.O. Box 2961 Harrisburg, Pennsylvania
Co-EXECUTOR) (Name) (Add,ess)
NAME OF APPLICANT Dauphin Depesit Bank & Trust Company
'" r;. A /~ 1/ P.~. B~x 2961
COUtny FILE NUMBER~ ADDRESS OF APPLICANT arr sburg, Penna. l719?
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT L~ 1 II /
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WIL~<.:J~-.t.7,-4f;r.~
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. --. tU"t Ohic;
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE&t. ~ .I tjf1J
I hereby consent to the transfer of the obove securities noW registered in the nome of the aforesaid
Decedent and waive the filing of 0 .:ertilicate certifying to the payment of the transfer inheritance tox to which
the property of soid Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os omended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estote of the
obove.named Decedent.
.~~,
,~'\
Sigrle~
By
J#,
(County)
-;
.-
,,00" rC'n ,...: .."...C .'.0 'C....C"...'UIlC.. ClOCI'l
Dauphin Deposit Trust Company
,fS!
. ,."
MAIN orrtCC: 213 MARKeT SYREtT. HARRISBURG. PEUNSYlVMHA 17105
717/ Z55-21~1
M,trnbftr r"d"r41 DD{IOsIt 1t1~ur4(lC" COrpartJtlOt1
September 30, 1980
Re~jster of W.Uls '
Cumberland County Court House
Carlisle, Penna.
Gentlemen:
This company has qualified and is acting as
of the estate of Vernie M. Brinton
a resident of Cumberland County.
Co-Executor
, who died 7/18/80.,
The Co-Executor is desirous of securinG a ~Iaiver to cover
90 Shs. Provident National Corp. , Common Stock . The estate is not
yet in a position to file the Penns.Ylvania Inheritance Tax Return. The
proper forms will be filed in due course, and whatever Pennsylvania
Inheritance Tax and Estate Tax is ultimately found to be due will be
paid.
If requested by the Department of, Revenue, \'Ie will file a bond in
a form sa ti s factory to the Department of Revenue.
Please mail the I'iaiver to us ~Ihen ready for del ivery.
Si~cerely yours, / ~ /
j)1'CVlk~ 77c. H.U~
Brenton 14. flake,
Trus t Offi cer.
"
..
REV.~~~ (1.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
- -. -------
tf.~~'4~?;:-'~),\
~ ~:""""'K','" I~
..
.'
rile No, ,;J./- ';D ~ 'itA
Estate of Vernie H. Brinton Date of Death July 18, 1980
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Claimant
Relationship to Decedent
Claimant's Address
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOurJT
w
Testamentar
J~25 Mar C. Lewis Re ister of Will
tion
18.00
45.00
Au. 7 Bronstin & Jeffries
7 Communit General Osteo athic
Hos ital
Professional services on
Institutional
5/30/80
ef ries
A raisal of ersonal ro ert
Professiona se i es n 6 80
I s
ae 078
Du licate marker for Vernie Brinton
P
e i
ervices on 7 80
om an Advertisin and Proof of Publication 72.03
RESERVE TO PAY THE FOLLOWING:
Dau hin Deposit Bank and Trust Executor's fee 7,083.87
Paul E. Clouser Attorney's fee 4,250.00
Cost of filing 200.00
TOTAL THIS PAGE $ 15,198.20
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts. funeral
elll!,enses and .ellp'enses of admini$tration sl(bmitted to tbe-.esta as deductions for Inheritance Tax DUfooses. f V i Ll
BrH B. Hl.nkle and Dauphl.n Deposl.t Bank ana Tr t Com any. t;xecut s ot the t;s lite 0 ern e ".
nnton . B : . Trust Officer !/-26 {;/
l-1ary B. H~nkle SIGNATURE OF ATTORN -=.Y/FID ClARY DATE'
OFFICIAL USE ONLY
DEBTS AND DEDUCTIDNS ARE ALLOWED IN THE SUM OF S /5 J'1 t. :< 0
/
AT /~~J PE RCENT.
J /-5-1'/ : ~
I
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the SpOUSE has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
.
C ." " () > !Tl > ~
> 0 0 " '" "
Z C') () c: " ;;! z :: z t'"'
t"l t:l ;>; Z ;::l 9 Z 9 t'"'
Z -'
Z t:l ..., t:l t"i
P 9 ..., 0<: '" -
'"
")-, Z 0 '" 0 ...,
~ 9 ." ." ;:::
Q... ~ ~
0'0 I~' "; 0
,;, n t""' ~ <: ."
Cl: ~)u -
.. C I1l ~ I1l 0 .".
,~ :i~~ a a ..,. ... -
t". . N 0- 0 ~ ::> Z ()
~.
"F ~~ I1l '< ..... -
0'- N ... ::> n I1l >
L:.;\i.! Q c.::ci ~ I1l 0 t'"'
0:.- c.. Ol~ ll> . ~ ?= c:
o:::(~ c: 'lD ::> c
ciZj ~:i: ... 'tl g. '"
<'>w ""::> :J> '" !Tl
~a: - ~<.> c ... 0
50 '" .....
u ~ ::> Z
.... ~ ... ~
0 0 0<: 0<:
..,. I1l ::>
w ::> !Tl !Tl ~
c > >
.. ;::l ;::l
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
~. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
.;~
Inventory of the real and personal estate of
.y',
Vernie N. Brinton
deceased
CASH AND CASH ITENS:
Policy cancellation refund from Combined Insurance Company of America
Interest Check on Dauphin Deposit Bank and Trust Company, Savings Certificate
/I 15-06-008420
Interest Check on Hamilton Bank, Savings Certificate /I 6199122108
Interest Check on Hamilton Bank, Savings Certificate /I 6199037518
Pennsylvania Blue Shield - Hedicare Benefits, 7/17, 18
Pennsylvania Blue Shield - Medicare Benefits, 5/22
Pennsylvania Blue Shield - 65-Special Benefits 5/22
Pennsylvania Blue Shield - 65-Special Benefits 7/17, 18
Pennsylvania Blue Shield - 65-Special Benefits, 4/7, 5/8, 5/12, 6/6, 6/24
Refund - Capital Blue Cross (Contract Canceled)
Claim payment from Hedicare
Cash from Safe Deposit Box
Uncashed Distribution check - Dauphin Deposit Bank and Trust Company
American Express Travelers Check
8 66
137 50
62 90
154 22
66 40
28 00
7 00
16 60
19 96
36 70
79 84
300 00
500 00
200 00
SECURITIES:
Dauphin Deposit Bank and Trust Company, Savings Account /I 15-1-0282,
Accrued interest
Dauphin Deposit Bank and Trust Company, Savings Certificate /I 15-05-018420
Accrued interest
First Federal Savings and Loan Association, Savings Certificate /I 17-620381
Accrued interest
Hamilton Bank, Savings Certificate /I 6199122108
Accrued interest
Hamilton Bank, Savings Certificate /I 6199037518
Accrued interest
Hamilton Bank, Savings Account /I 6161643273
Accrued interest
State Capital Savings Association, Savings Account /I 001-00-00546
Accrued interest
First Federal Savings and Loan Association, Passbook
Accrued interest
Vanguard Wellington Fund /I 17803600-1
$10,000. U.S. Treasury 8.375% Notes due 8/15/81
Accrued interest
$10,000. U.S. Treasury 7.375% Notes due 2/15/81
Accrued interest
25,291 02
72 80
10,000 00
18 35
20,000 00
64 10
1,000 00
1 33
4,000 00
155 03
9,563 43
107 39
26,229 10
68 20
10,820 81
330 17
15,308 86
9,974 90
355 88
9,937 60
313 50
~
i':
".
~
t
,II:
,
-?:
.'
-.
:,
I
,
~
.,
. .
I
I
'f
I
.'
I
,
I
,.
.'
.
.
"
~ ~ ~.!!-~.!..~-'-'-~!.
C'.' C:-,
!;i
. 'r, N
~~' - .'
*:. c'!!'
ii ",'~''-~'';R:'~-Er~:'
,/' ~\\ ..,)'llw_
-.. ,.....r, ~.,
.... , ~ ''I. ',: (
I'f)-' -'-~~.-".Jj:;:,
I}I'., , "
V N \
,,-1:" .
I 0) " <'I
~ ;; v..
I ~j., ~ /
I)'~I/ ./
- "--.'
~
\
.,
f ~.
~
\ .
...
"
~
:
;:.
:}
.
,
~
~
C
o
CD
=i:
"'0
on
o..~
Q)u
O~
c""
._u
J::C
0..0
::J
o
o
@
'} '"
lJ)
"
~ 0
..c
.,
...
1 "
0
~ U M
lJ) ,..,
"l"'lCtl~O
~ ,....{ .u r--.
~ QJ M C r-t
0-:1"""
~ 0 <:
\'t) . U
u.... p..
O'tl
>. c .
... ..... '"
.."',.., ,..,
~ .u .... lJ)
lJ) '" ""
. "" .0 ,..,
lJ) Oll a ...
... '" " ..
::;:0::'" u
i'l
:;
~
~
~
>
~
z
z
w
~
~ ~-
"
m
~
"
'"
;l
.. .
Inventory 01 the real and personal estate 01
..
~,.
i
SECURITIES (continued):
90 Shares Provident National Corporation
Accrued dividend
MISCELLANEOUS:
Household Effects - Appraised Value
Jewelry - Appraised Value
Various Coins - Appraised Value
.
Vernie M. Brinton
deceased
2,559 38
54 00
2,215 DO
2,035 00
3 00
152 096 63
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I.
J
5S:
. .
,
~,
Hary B. Hinkle and Brenton N. Hakc, Trust Officer of Dauphin Deposit Bank and Trust
Company
being duly sworn according 10 law, doposes and says Ihal :b we RTP
Executors of Iho eslate of Vernie N. Brinton
Iale of _.1o.W.(!.t:..AllelLT.ownship .-'. . --......__== ' Cumberland Counly, Pa., d.c....d and that the
Dauph1n Veposit BanK and Trust Company
within is an inv.nlory mad. by _andJJar)(....B~.~ ._ ., the said EX"~lItOTH
of Ih. entire eslalo of said d.c.d.nl, consisting of alllh. personal properly and r.al .stat., .xc.pt r.al .stal. outside
Ih. Commonwealth of Pennsylvania, and Ihat the figures opposil. .ach it.m of the Inv.ntory r.pr.s.nt it's fair valu.
es of tho date of d.c.dont's death. Nary B. Hinkle and Dauphin Deposit Bank and
f' (- Trust C pany, Executors of he Estate of
~!.::::.:;. ,/ " and subscrib.d before m., Vernie Brinton
By:
/ '.
. . C. ~>'l. .'.~c. "") (', 19.c/'
(.~'>; C/ ).
~. -,('.L~.';" /, ,.,~/, ;/- /~.::LL.-.L.....(., \
,~,/ Elizabeth J. n.n~:' ~tary Pubr"
My Commiuion bpi,c) Aptil 16. 19U
Ilalliabur", PI. Dauphin Ceunll.
Trus t Of ficer
I
Nary B. Hinkle
211-Market Strp.et. Harrisbur~_ Pennsvlvania
Addr... 171 0 1
Oat. of O.alh
18
Day
July
Mo"th
1980
Yur
INSTRUCTIONS
,. An invenlory must b. filed within three months after appointm.nt of personal r.pr.s.ntative.
2. A suppl.ment inventory must be filed within thirty days of discovery of additional ass.ts.
3. Additional sheets may b. attached as to ~ersonalty or realty
4. See Article IV, Fiduciaries Act of 1949.
~
~ ....
..c: -ci
>- c Ul
0 $ ..
I- W ~
0< I- '" ..
I ~ w ~ C 0 ..
0.. .... E-< u G
<::l 0 '" ..
0 w VI '" C C '" ,...
0.. 0< w .. G
..... I 0.. QJ D. c
I- ..J U. o-i ~
I Z .. 0
<( 0 :<: o-i D.
- U. ..J ..; :I:
w 0 <( w QJI ,;. <(
> Z 0< 'gl '" -
Z 0 QJ c
C :> ~
,; VI Z 0
0< gj 0 U
Z w ..; ...:II ""
0.. "D
c
..
I - 'i:
0 ..
..0 "D ....
.. E 0
- ~ ..! 0
..
..J U u: ISI
--
~-
~- -- "'-'" -- ..---
.it & 'l'rUlt Co.
..-..... -- ""'''''
"- flEV.Uel EX
~ COMMONWEALTH OF PENNSYLVANIA
4 HoK 29482 DEPARTMENT OF REVENUE
. . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
oil
.
'II
II
=
II
~
. RECEIVED
FROM
,.
t
ADDRESS
j PI. 17105
.------- --- ------- -------------------
ESTATE INFORMATION:
DATE OF DEATH ul 18 1980
FILE NUMBER
21-80-504
A U 7 1981
DATE OF PAYMENT
NAME OF DECEDENT
ni. M Br inton
COUNTY Cumber land
~-------------------- ------ ---------
. ., POSTMARK DATE
I ".~"
.PAID ON ACCOUH'r"
SEAL
TAX AT 6%
TAX AT 15%
TAX AT_%
ESTATE TAX
m
- m
RECEIVED BY
REGIS1ER OF WILLS
" _w -.q.-1lfW'U
T_
~a
~
TOTALTAX CREDIT f2. 903 .89
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
TOTAL AMOUNT PAID to) Qn'1 ~Q
, f.- /' . J
---:,.',/- I._/.f I I i/-. /1 /~/ /.,'1'..~
, '/ - / SIGNATURE~/ -'
\REV. 483 EX (12-86)
cOMWo,-v.'E:'lll1 OF p[h't;Sn"'I.~IJ, NOTICE OF DETERMINATION AND
DEP~""EN' D' R'.,,,, ASSESSMENT OF PENNSYLVANIA
BUI:I.EAU 0' '1\OI\'lOUI.. U.)(E~
P,O. OOx om ESTATE TAX 8ASED ON FEDERAL
Hl.RR1SBUIl;G, r;. 1710!l.S327 ESTATE TAX RETURN DATE
ESTATE OF BRINTON VERNIE II FILE ND. 21 80-0504
DATE OF DEATH 07-18-80 COUNTY CUMBERLAND
NDTE: TO INSURE PRDPER CREDIT TO YDUR ACCOUNT. SUBMIT THE UPPER PDRTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER DF WILLS DF THE ABDVE CDUNTY. MAKE CHECKS PAYA8LE TO: "REGISTER OF WILLS, AGENT."
PAUL E CLOUSER
POBOX 1164
HARRISBURG
ACN
201
17108
i PLEASE RETURN THIS
I PORT ION TO REGISTER OF
! WILLS IF PAYMENT DUE I
IAmount Remitted to Register of Wills
<,:;'=!! AL9~~ _ !HJ~ _L!f.!.E_ _ _ _ _-::_ _ _ _I!.EJ~~N_ ~9~~~ _PP_R!~O_N_ ~9~ _Y_O_U_R_ ~I~~~ _ _ _ _ _~ _ _ _ _ _ _ _ _ _ _ _
REV. 483 EX (12-86) "NDTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED DN FEDERAL ESTATE TAX RETURN"
ESTATE OF BRINTON
VERNIE
M FILE ND. 21 80-0504
ACN 201
DATE 04-20-87
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interestl
4.976.71
3, Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest!
4. Total Inheritance Tax Assessed
.00
4.976.71
5, Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
INTEREST (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE I
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" I CR), ND PAYMENT IS
. IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
.00
.00
.00
.00
REQUIRED)
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE: 213MARKET STREET. HARRISBURG, PENNSYLVANIA 17105
717 255.2121
August 27, 1981
Mrs. Mary C. Lewis
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Dear Mrs. Lewis:
Re: Vernie M. Brinton, Co-Executor
Enclosed is our Trust Funds check in the amount of $2,096.17
representing Pennsylvania Inheritance Tax on jointly held property
of $2,050 and interest to date of $46.12 in the above estate.
LAH:b
enclosure
'VI
'r:?
(J
'~
(If
Very truly yours,
~. ,I -I-
,~ C/. ~'?\<<Z-J<--
La'try 11.. Hartman
Vice President -
Trust Officer
...-.....- -- ~ -""- -- -""- -~ -~ -:-~ - --a ___
" REY.1162EX ,.
~ 'c. " ,," '. ' COMMONWEALTH OF PENNSYLVANIA
4 NO.K'297 46 ' DEPARTMENT OF REVENUE
, , ". .' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
l
.
If
II
=
~
U
~
TAX AT 6%
TAX AT 15%
RECEIVED
FROM
t OOo\T_%
ADDRESS
213 Market st.
ESTATE TAX
.' R.rrieburq
'--ESTATEmFORMAT~N:--------------------------
DATE OF DEATH
TOTAL TAX CREDIT 9::1, nq6 17
DATE OF PAYMENT
21-80-504
Au at 28 1981
FILE NUMBER
NAME OF DECEDENT
Vernie M
inton
ill
m
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
COUNTY
Cumberland
TOTAL AMOUNT PAID
Il::l nq6 17
POSTMARK OATE
REMARKS:
J
Q
"PAID ON ACCOUNT"
SEAL
RECEIVED BY
/
,
I
HEGISTER OF WILLS
- - - - - - - - - -- - - - - - - -- -- - - - - - - - - - - - - - - -.
......
~-;:;~~---~...;
IN RE: ESTATE OF VERNIE M. :
BR~ON, LATE OF, LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, :
PENNSYLVANIA, DECEASED. :
IN THE COURT OF COMMON PLEAS OF
CUMBER-AND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-80-504
ORDER OF COURT
AND NOW, September 22. 1982, the within account is confirmed
and distribution directed in accordance with the schedule.
By the court,
tdlJ-*,l.Ar
I .J.
ilCGK :i.~ig ,. 59~
'i
';{G ~~r','" ;LI :'r:.l
/ ll': ::,',,'..- ,:l<;~'-l'{
,.
".
C"
U.\'
Cc
UL"
~L:~
" I :~;' . I \
b~v; '.1. :J :\()~..
i..;';:
'(
': ~ , i"--~' ~
"';;,'(
~r?
:; . ~. t: ,., ., :'} ;.,
[',\.
'r '~'.
';!. :~.
'f 'C
:-',,'
. ~f.f r I i~, :1f' ~)~\ ''\fI.1 d.; L '...; ~J~'::,.
, ,
.......
-::
:r..
""
""
N
~.
N
fO
".'
\r.<;..' .:,.1.'
..' ~',
.'..1
r
,,> \'.
, '
!! ' , ~.~'LL ,-:11'..', " .' '.
d. "
; . "
~ ~'I , ;.:i;':ij ; ! ~ ~; "'!'
" t...,~'J.1..; ,', :, " .\
\\.'
,','
:'. ';.r;n,'-':J, ~.
,'vI,::
.'" J;
",
;". 'j':"":l~.r- t.
: ;~
:\ ',,' "
.,t'
. ,
.
.
We hereby certify that actual notice of the time of presentation of this
Proposed Statement of Distribution an or the character thereof has been
given to every unpaid creditor who has given written notice of his claim
to the accountants and to every other person of whom the accountants have
knowledge or notice who claims an interest in the estate as beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
and ~mry B. Hinkle, Executors of the Estate
of Vernie M. Brinton
By:
Ii I
, J"
~-1' /A ~ - ;/. rlZ.-!-<? ~
, Trust Officer
By:
/l'
" " I J ,J/ '~ .r
~rY
,/J . /.' ,
/ ,/ ./ /
'.I. 1\- /} ._ J
B'. Hinkle
!.,/(~':---'.,,_.. <"'::-
BeOK
w t ~'.'.
..a.,..._. Ii,.
. ~
.--'
,.,
COMMONWEALTH OF PENNSYLVANIA
)
) SS:
)
COUNTY OF DAUPHIN
"
I hereby certify that on this / / r. '.
~. ,
day of'(, ,"., " Ic I c'
1981, before me the subscriber, a Notary Public in and for the said Common-
wealth and County, personally appeared Brenton M. Hake, Trust Officer of Dauphin
Deposit Bank and Trust Company, the above named accountant, who, being duly sworn
according to law, deposes and says that the foregoing is a true and correct account
of all the rights, goods, chattels and credits which came into the hands or
possession of Dauphin Deposit Bank and Trust Company, Co-Executor as aforesaid, or
into the hands or possessions of any other person or persons for them.
The affiant further says that no person claiming to be interest in said estate,
whether as creditors, legatees, next of kin or otherwise, gave written notice of
such claim to Dauphin Deposit Bank and Trust Company, Co-Executor as aforesaid.
Ar i' I -/;7-. );c Ii L~
I Trust Officer
Sworn to and subscribed before me
this /7 c/, day of '/L ,)j.;, /;:, 1981.
---':' ,
. . . . . . .; . ; . '/ ' : ~. . . '. . .
. " '. -, J .
.","."., 1. :'"
. .'. ~ "J.
< ....'-".. .', L", ""0',
,"J.." ,.~: -,\" ItJ' ''('".
~/V' ;',1.- .'~" . '<,". ....:.. '.
: . . \...: ,. ;..... '0':
. l' -'Q .........'
0...,.' F _. ,~
J Bc~~-;; n;l'r~1 rl;,r~ .....: .ff:
. ..' ":'.'!).,~:.,. '.~....v. ':r
J." (:H:1:1I,1~.C~ E{~~I~~.", ,:; vl''; 1.\' (/.i-':
ranilbalO. Pa. .... '1.1.,."..'~.:. .' ..,,' ....
'....' 1- r' \l \. ...
......"..........
j
{('. (/' ,
" " t
." . . . {.
C.,. .(( /
(Ndtary Public'
b~OK
........
-LU.__ ..
. .f/'
,'J::
.' .'
STATE OF PENNSYLVANIA
)
) SS:
)
COUNTY OF DAUPHIN
I hereby certify that on this 17th day of
November
, 1981,
before me the subscriber, a Notary Public in and for the said State and County,
personally appeared Mary B. Hinkle the above named accountant, who being duly
sworn according to law, deposes and says that the foregoing is a true and
correct account of all the rights, goods, chattels and credits which came into
the hands or possession of Mary B. Hinkle, Co-Executor as aforesaid, or into the
hands or possessions of any other person or persons for them.
The affiant further says that no person claiming to be interested in said
estate, whether as creditors, legatees, next of kin or otherwise, gave written
notice of such claim to Mary B. Hinkle, Co-Executor as aforesaid.
"
/i
I '
/ I 'I' ' / /.
/' / I 't / :.../.
Mary B'. Hinkle
'j
1/ ;,;
'\-"- I, ".(/, <'::/__'_
Sworn to and subscribed before me
this 17th day of November
, 1981.
. . ,
I /~'/ . l;::' '"
~.,'<.....::,~~c:.....,t"i. 1(...<--(:(; / v.....: _,.J"~,..l
Notary Public' ' """:':'";'''''
./ c. " c\" j-~~\,':;" N~I~\yi';(,ti<
." ..'~ ":I:"'~"'; 1?~
Mv Comrry,ll,Ga .E~~CJ' '~:.:~ ......;
Harrhburg, P,,:-:'~ ./.,,~;~l~;.l\i~:~~
...: -, ;.~ 0 ;: ,\;.f:i5::.. :
. p' ',,' :::"",,";~,'. .',' :.
"1 ....,.J....q.',.),."'.'......:J;k"'r~
'., \...~.::~j.t.:~...~~.,~ ..~/
". l'" t1\\t;\.\ .....(
......,..."....,."..
~UCK
.' '.
-t...,::.... ,.
'!.)
.-----.
________,..._..___~__......~_ .;_.. ~.. ..~...._~~....'.:.1-':L'1I.o.~J.;.~~.:J.:.....wy,~.~:~\'~l'~.:.
LAST \HLL AND TESTA[~EN'l'
OF
VERNIE M. BRINTON
I, VERNIE M. BRINTON, presently residing and domiciled at
1141 Columbus Avenue, Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and hereby revoke
all wills which I have previously made.
ITEM I:
I appoint Mary B. Hinkle and Dauphin
Deposit Bank and Trust Company as Executors of my estate.
ITEM II:
I appoint Dauphin Deposit Bank and Trus
Company as the Trustee of any trusts created by this \'/ill.
ITE~l III:
My testamentary concern is to primarily
benefit my close friend, l~ary Bigler Hinkle ("Mary"), with vlhom I
have lived for a number of years, and my sister, Ruth B. Mendenha 1,
("Ruth").
ITEM IV:
My body shall be interred in my 'plot iri
ShooP's Church Cemetery in Lower Paxton Township of Dauphin Count~,
Pennsylvania, beside the grave of my mother,SarahE. Brinton, arid
a marker similar to my mother's shall be placed at my grave. I
give the residuary ownership in my cemtery plot in Shoop'S Church
Cemetery to my sister Ruth provided, however, that upon the death
of my sister-in-1m'l, Eva B. Brinton, her body may bc buried besido
the e;rave of .her husband, Myrl \H.lliam Brinton.
ITElfJ V:
I make the following specific bequests
I
---_#...-..-------.. ..---
_._._-.~. ----- ---
'.
semi-annual or more frequent inntallments to or applied for the
benefit of Mary.
.B. Following Mary's death, if my sister Ruth is still living,
the entire net income shall be distributed to or applied f'or her
benefit.
;~
C. I specifically direct that if, during the continuance of the "
~
trust, the death of my cousin Kathryne M. Frick should occur, the
Trustee..shall distribute the' amount of $1500.00 from principal
for her funeral and burial expenses. Kathr:{ne is presently
residing at the Edith Rudolph Home, 3827 Powelton Avenue, Phi~a-
.: delphis, Pennsylvania.
. D. Following the death of' both Mary and my sister Ruth, the
remaining values in the trust shall b~ distributed in manner
f'ollowing, with the specific cash bequests having a priority over
the charitable residuary gifts:
1. The sum of $1500.00 shall be set aside in a
separate trust to be applied to the funeral
and burial expenses of my cousin Kathrync: M.
Frick should she have survived the termination
of' the trust.
2. The sum of $10,000.00 shall be distributed to
my brother, James W. Brinton and his wife,
Queenie M. Brinton, or the survivor of them,
who ore presently residing ~t 1225 Martha Custis
Drive, Apartment 518, AlexanuI'ia, Virginia.
3. The sum of $5,000.00 shall be distributed to
my niece, Jeanne M. Lutz of State College,
3
"
-.
.,
1;
~,
I~'
)7
,.
,
"
1.,1'
,.
'f
'j
{'.;
"
,"
I:
.'
.
... " .,., " '- ~ .~
.' c, -' "
c ';J .. ~, "
~~ ~ '" c E
" " '" '" ~
.5 0 '" -0 ~ ~
" 2 u " <-
'- ~ .. -"
- '" c. :;; Q., ::; :J ,-
;; ..:"1 '" ~ '"
" B 13 '2- " f
.C -5
- E - .. " " :.-
" 9 ~
- ~ " ;:; ~ C"") o:l
c .- :; j <.:!.~ ",:0
;:; E ~. 8 '" -
" :- " 1_-:-u ,.,,~
~ ,.. "
.~ ~ '"g " ~ " <:;.. qo
~~ " ~ ~ -= 0:" 7.:
C .:.: .~ ~f~ ,-~. ",::0
'r, '" .. if; .) :: ::~ --10
C :s " .. ;:: .. ;=':':'-J ",."
~ .:;: :.:2 :!: c .'-9
.3 .. ~ :;; :; y.;: "-J
." ., ;,j " ~ ~ ..h ..:", '-:.'I
" C " " " ~I
O<? ~ E 8 :- '" .. .. "1
.. 'H .~ - C'
;: n -~ .. .. "- " ...' '0
t ~ .. g " E .'",
r. c .~
d: " .. OJ ..,
" ~ ::> } .. a .. c:
-" u ~ c
.- '0 C'. 'h E .. v;
:.-. !: <, ., -0 ]
.J .;:: .~ .;:; '"
:-::: ;! -" -"
>:: c c :.-. U 't;
;! ; ... .. ... '"
" c a .g u ... ~. ~
u ~ OJ :.- ...
OJ U c " c
~ " .5 E OJ :g
" ~,
u - .. 'C S :.- c.
r/l .. :.- .<; " - c
~ oj .. OJ
" .~ ';: .~ g .c c u
-" ~ c ~~ ~ S " < -
';: "" ~ .c ~ c a c .. ~ .:
- c ~ 0; "
;;! ... '" .s -
t.t"!; 'E c ;; '5
c ~ 0
:;:; "
;:S ~ ''0<''- '" ~
rz. " "
~ 0 P< .c " C
H '" - .- ~
110 fil :>= H ~. ~ "
0 ~ CIl .,:; C :;;
~ ~ .~ E-< ~ 0 " ~I
~ Eo< :z: '" " - ~
ffi '" 0 0 H .~
<::I fil Eo< H ~ ~ - ';:
c C
I') 8 z ~ c .S
Po< fil H ffi :;;;
i':i .,:; ~ 0 c ~
\ . '" ~ fil ~ '" ~ ~~
en ?:: '" fil \;0 " c
" ~ 110 <: S .;:: ...
:i OJ ~
~ ~ 0 fil ;: ~ "- :a~
0: to ~ ~
!i! 0 fll fil ~ fil fil ~ "
\ to H ~ ::c ~ SJ '" .. ...
0 Eo< ~ to J .. " ::J
"- ~ ~ H '" ,J ';: . '"
"r g; ~ " ~! ] .. 8
fil ~ ~ :.-. .<J ]
i':i 1<< :-::: ';:
0 fil R. >:: .' -
'\\ fil '" .. '0
:z: fil ::c fil 0 OJ :i " ,:; Q .
u 15
H ~ Eo< !;! Po< 0 ~ ... ,
" "
g ~, " :J ;g 15
:z: H .c :J u
to H Po< OJ .~ .' "
..c " " .., ~
..... - " ..
"
"
,
"
.. ."~
. .
IN THE ORPHANS' COURT OF CllfffiERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
~~RY B. HINKLE AND
DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
EXECUTORS OF THE ESTATE OF
VERNIE M. BRINTON
LATE OF LOWER ALLEN TOWNSHIP,
CllfffiERLAND COUNTY, PENNSYLVANIA
DECEASED
DATE OF DEATH:
July 16, 1980
DATE OF ISSUANCE OF LETTERS:
July 28, 1980
DATES OF ADVERTISING:
ATTORNEY:
Patriot EveninR News
August 5, 12 and 19, 1980
Cumberland Law Journal
August 8, 15 and 22, 1980
Paul E. Clouser
112-114 North Second Street
P. O. Box 1164
HarriSburg, Pennsylvania 17108
BOOK ll/:' ..:
;,~~
,,~
i
FIRST AND FINAL ACCOUNT OF
MARY B. HINKLE AND
DAUPHIN DEPOSIT BANK AND TRUST COHPANY,
EXECUTORS OF THE ESTATE OF
VERNIE H. BRINTON
LATE OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
PRINCIPAL RECEIPTS
The Accountants charge themselves with the items as per the Inventory
and Appraisement as filed: $152,096.63
ALSO WITH THE FOLLOWING:
1980
Oct. 8 Gain on sale of 1,480.547 shares Vanguard Wellington Fund, Incorporated
Realized
Carried at
$ 15,397.68
15,308.86
88.82
1981
Feb. 17 Gain on maturity of $10,000. U. S. Treasury 7.375% Notes due 2/15/81
Realized
Carried at
$ 10,000.00
9,937.60
62.40
$152,247.85
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
1980
July 25
Mary C. Lewis, Register of Wills - Cost of Probate Will, Letters Testa-
mentary and 15 Short Certificates $
68.00
31 Cumberland Law Journal - Cost of Advertising and Proof of Publication
18.00
Aug.
7 Bronstein and Jeffries Professional Association - Professional services
45.00
BeOK l' 'i'. "..
",d.
.J.
1981
Aug. 7
20
Sept. 17
Oct. 14
15
16
Nov. 25
1981
Jan. 29
March 23
April 21
Community General Osteopathic Hospital - Institutional care to 5/30/80 $
88.00
Betty Smith - Fee for Appraisal of Personal Property
45.00
Bronstein and Jeffries Professional Association - Professional services
95.00
Community General Osteopathic Hospital - Institutional care to 7/80
12.00
R. J. Romberger and Sons - Duplicate marker
595.00
Loss on sale of $10,000. U. S. Treasury 8.375% Notes due 8/15/81
Carried at
Realized
$ 9,974.90
9,612.50
362.40
30
Dr. J. E. Hummel - Balance due for professional services
25.30
Charles Myers, Ronald Hall Funeral Home - Funeral expenses
2,601.00
Patriot News Company - Cost of Advertising and Proof of Publication
72.03
Loss on sale of 90 shares Provident National Corporation
Carried at
Realized
$ 2,559.38
2,523.02
36.36
Cumberland County Register of Wills - Cost of filing RCC, Inventory and
Debts and Deductions
11.00
22
Cumberland County Register of Wills - Pennsylvania Inheritance Tax
2,903.89
26
Cumberland County Register of Wills - Balance due pennsylvania In-
heritance Tax
2,050.05
RESERVE TO PAY THE FOLLOWING:
Dauphin Deposit Bank and Trust Company - Co-Executor's fee
7,083.87
4,250.00
Paul E. Clouser - Attorney's fee
Reserve to File
200.00
$ 20 ,561. 90
TOTAL PRINCIPAL DISBURSENENTS
OGGK
'J. .
..L '.~~ :'., 1,_
s5
2
INCOME RECEIPTS
.!W1.
Aug. 15 Interest: U. S. Treasury 7.375% Notes due 2/15/81 $ 55.25
15 Interest: U. S. Treasury 8.375% Notes due 8/15/81 62.87
Sept. 10 Interest: First Federal Savings and Loan Association, 6.50% Certificate
of Deposit due 8/8/81 186.17
22 Interest: First Federal Savings and Loan Association, Passbook Savings
Account 102.71
22 In teres t: National Central Bank Savings Account 83.38
24 Interest: 1)auphin Deposit Trust Company, 5.5% Golden Passbook Account 260.59
24 Interest: Dauphin Deposit Bank and Trust Company, 5.5% Income Certifi-
cate due 4/6/81 99.29
25 Interest: Hamilton Bank, 5.5% Big Saver Certificate due 7/10/81 11.25
25 Interest: Hamilton Bank, 5.75% Big Saver Certificate due 11/27/80 42.64
25 Interest: State Capital Savings and Loan Association, Savings Account 262.43
Oct. 1 Interest: U. S. Treasury Daily Repurchase Agreement 224.16
8 Interest: Vanguard Wellington Fund, Incorporated 168.21
16 Interest: U. S. Treasury 8.375% Notes due 8/15/81 141.10
Nov. 3 Interest: U. S. Treasury Daily Repurchase Agreemen t 1,216.16
5 Dividend: Provident National Corporation 54.00
Dec. 1 In teres t: U. S. Treasury Daily Repurchase Agreement 1,446.05
1981
Jan. 2 Interest: U. S. Treas ury Daily Repurchase Agreement 1,772.36
Feb. 2 Interest: U. S. Treasury Daily Repurchase Agreement 1,934.57
17 Interest: U. S. Treasury 7.375% Notes due 2/15/81 368.74
March 1 Interest: U. S. Treasury Daily Repurchase Agreement 1,772.99
19 Interest: National Central Bank, Savir,gs Account .30
April 1 Interes t: U. S. Treasury Daily Repurchase Agreement 1,861.00
May 1 Interest: U. S. Treasury Daily Repurchase Agreement 1,616.68
3 . ;(I~
DeOI< :C '
d'
...._. I. ..J'~
1981
June 1 Interest: U. S. Treasury Daily Repurchase Agreement $ 1,949.29
July 1 Interest: U. S. Treasury Daily Repurchase Agreement 2,189.76
Aug. 3 Interest: U. S. Treasury Daily Repurchase Agreement 2,248.86
Sept. 2 Interest: U. S. Treasury Daily Repurchase Agreement 2,248.03
Oct. 1 Interes t: U. S. Treasury Daily Repurchase Agreement 1,744.63
TOTAL INCOME RECEIPTS $ 24,123.47
INCOME DISBURSEMENTS
1981
Aug. 26
Cumberland County Register of Wills - Interest on balance of Pennsyl-
vania Inheritance Tax
$
46.12
27
Mary B. Hinkle - Distribution on account of income
17,000.00
Dauphin Deposit Bank and Trust Company - Service charge for preparation
of Individual and Fiduciary Income Tax Returns 75.00
Dauphin Depcsit Bank and Trust Company - Commission on Income 1,051.95
TOTAL INCOME DISBURSE~rnNTS ~ 18,173.07
SUMMARY
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
$152,247.85
20,561. 90
$ 24,123.47
18,173.07
$131,685.95
TOTAL INCOME RECEIPTS
TOTAL INCOME DISBURSEMENTS
5,950.40
$137,636.35
RECONCILIATION ACCOUNT
Balance as per First and Final Account
$137,636.35
LESS ADVANCED DISTRIBUTIONS:
Kathleen E. Brinton - Bequest in accordance with Item V Paragraph B
of the Will, consisting of:
Jewelry - One platinum bracelet with chipped diamonds appraised at
500.00
Dt;:.;K
"
.I.......... .'
.,,";
J.
4
Ruth B. Mendenhall - Bequest in accordance with Item VI and
Item V Paragraph D of the Will, consisting of:
Principal Cash
Balance of Jewelry appraised at
$ 1,500.00
335.00
$ 1,835.00
Jeanne M. Lutz - Bequest in accordance with Item V Paragraph A of the
Will, consisting of
Jewelry - One diamond ring appraised at
1,200.00
Mary B. Hinkle - Bequest in accordance with Item V Paragraph C of the
Will, consisting of:
Household effects appraised at
2,215.00
$131,886.35
BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL
Cash:
$125,932.95
Miscellaneous:
Various Coins appraised at
3.00
$125,935.95 '
INCOME
Cash:
5 ,950.40
$131,886.35
Exhibited in the Office of the Register of Wills in and for the County
of Cumberland this /7/-L day of ~',i"Zlt,/)_d(,'L. ' 1981, by
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
and Mary B. Hinkle, Executors of the
Estate of Vernie M. Brinton
By:
iltl~-/;;~ -)2 _ ~
/ Trust Officer
By:
(
) .,/ ./', ,I, /
, I .-, , ,'/ /,
,'il J, II ,,'. )",,1/.
. / " / ( I I .',-."1
Mary ~ ; ,Hinkle
I. j; C~'
-
BOOK J:,.' ....' " .
Q
).,
5
We hereby certify that actual notice of the time of presentation of
this Account and or the character thereof has been given to every unpaid
creditor who has given written notice of his claim to the accountants and
to every other person of whom the accountants have knowledge or notice who
claims an interest in the estate as beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
and Mary B. Hinkle, Executors of the
Estate of Vernie N. Brinton
By: A'U.'1..it~^- -)/( - dL,
, Trust Officer
By:
( ,
/.'/~ ,.. 4" I' /',~ J /
" /1, I' ,\ J'"
. - ,- ___ I' (--~ -: /' -
Mary/B. 'Hinkle
, /
.......
,~l /'
....-,;:
-.-..--..,
. /:
!/i'it..!
bOOK J.:: :.' ,I.
c :~
,.)-
COMMONWEALTH OF PENNSYLVANIA
)
) SS:
)
COUNTY OF DAUPHIN
I hereby certify that on this
/.... --,
"
d of I, ". A .. _,' :'. J , .
ay . of, .,.4___.... . ,~,~~
1981, before me the subscriber, a Notary Public in and for the said Common-
wealth and County, personally appeared Brenton H. Hake, Trust Officer of Dauphin
Deposit Bank and Trust Company, the above named accountant, who being duly
sworn according to law, deposes and says that the foregoing is a true and correct
account of all the rights, goods, chattels and credits which came into the hands
of possession of Dauphin Deposit Bank and Trust Company, Co-Executor as aforesaid,
or into the hands or possessions of any other person or persons for them.
The affiant further says that no person claiming to be interested in said
estate, whether as creditors, legatees, next of kin or otherwise, gave written
notice of such claim to Dauphin Deposit Bank and Trust Company, Co-Executor as
aforesaid.
gUt--67~ )'1L cdL.
. Trust Officer
Sworn to and subscribed before
me this .I r cl, day of )(..", "" t "
1981.
I'....::.::.......
~,.., ~ ... 00.1" .J.. ''-'"
..~....;..'...:. ". <"":".
. ..... . ~, .' C.. ,... '.0: '".
/i/':'~'" ..\~<-:~\
.,: _' : -n "', () F ~. : "A ~
~.....'~~ tl"- ",: ~''',:
':: ", ,', "., ,,~. ..".:
. .... "(""l"~" ,( -
". ro "'j. .
. 1 . ,0"
. , ~'''''1tl.~r\l''~N \\.~ .....
'- "': "I ,,-',
,,:/ (0:11;1\;::;00 [xj:ifd'.A,lf"i~I.('.(,.
1:;:.ni:b.Jr~. P.. O'I~111:n Cc.Ll~!'
l
.,.(
'j (. C{ 'I j'
L '-.. r I' l', , .
"!otary Public
~,"
"J
, ~ /.
.,....... I,
0[;01:
STATE OF PENNSYLVANIA
)
) SS:
)
COUNTY OF DAUPHIN
I hereby certify that on this 17th day of
November
, 1981,
before me the subscriber, a Notary Public in and for the said State and County,
personally appeared Mary B. Hinkle, the above named accountant, who being duly
sworn according to law, deposes and says that the foregoing is a true and
correct account of all the rights, goods, chattels and credits which came into
the hands or possession of Mary B. Hinkle, Co-Executor as aforesaid, or into
the hands.or possession of any other person or persons for them.
The affiant further says that no person claiming to be interested in said
estate, whether as creditors, legatees, next of kin or otherwise, gave written
notice of such claim to }mry B. Hinkle, Co-Executor as aforesaid.
/
) )j' .f 7 .J), / / /j/!--.
, /. ,/(~ L f ./ '/.-/r7}-1I11//',__
}mry B~ H'inkle '
Sworn to and subscribed before
me this 17th day of November
1981.
/'/' '---j
'...L., '~. ./-~'i 7-''''/.-1.-1 / /_'~,\"}'~:'.:I "
-' _ /' /'0..... ...J(.. 't"" I Ill'~,:'.
Ii/Notary Public /~\'''>, ". " ,I....:;....
..' '", -,. '. ',' I" ", (,..;\',
1/ , :.,' ",.' ..... ", '~'"
.' .:."J,~S~.tl'l'ry ~,Ji:;.'. :;<',
.'.'{ (:'Ill1m:~...OrT flC 'C:. '~o'" g, !~.t ~ ;
Iia'b p ,-n F '''',' ,..
If" ~'I:. . ....'; f" .: '~.:
:. ", '/', ."t'..;
. '\" . '(' '.\ ,.....
',. '. j'I"'" ....-:1...
". _, " - I I' ,\ ~.~'
" .';\. " "'..~
'" i' P \\ \' ....--'. .. ,.,
"""""",':~'GCK lv;:,., "
, -'1
~
I')
I
CO)
~
\
"-
'''(
'\l.
"'tJ' CD
IVQl'tJ.c
EQ,tlV.,
1>. t'fi >.
;:('Jwm
"'ll
o 'C.
UCG.lJ:
o (,1 ~
. c:w R ~
~ :J 0 -~
0:9' ... 111
g.;; Q..c
<t.~.c c:
"O~.2
"D c' ;
,_ C. "J
"""-J 10 c: ._
\,)0- >. It: .~
. 'ai'O'
C'6 .. C "tl
'" ~ u-L:
'1'0 (. O-rJt
"'i!] ~ _~"'il
ClfIO-:J CJ
..:
H
~
rz.:>
0...:1
E-<1;;
gjiia
0<<1
Up..
.
..:
E-< H
rz. gJ rz. p..'~
o ~ 0 H:>
E-< :rl...:l
~ A ~ ~><
8~~ ~~~~
U ~ <<IZ p..
":~~~<<I~~ .fil
~~0l:l!~"'...:I~'"
Z....E-<p.. '~Z;;'j
t-I=H~~::C:: ~U
~ 0000 P=:OW
. OU <<I <<IU ~
~"'liJ "'H;3:
~><A ~~8~
E-<'!IZ !:;~~...:I
gJ~!i:! f;l Oel
~ ~ X <<I~
..: <<I !;;;s
~ ...:Iu
"'~
~~
li!8
O~
~~
zel
....~
U
'_= .... t:: 0'- ....
<U 0 ,,;:,.g 5 ~
~uVuUOu
C'1 s.. ,C) ~ u r.n
<U ";:: o.E'- g ~
';::---02, Q
"0 """' C Co) .....
...... ... s.. t: ~ ..!: 0::
oag.8::o......t)
CJ U.~ l4 ...., <U
U CJ s.. CJ .... (OJ
'- ~ CJ ;: :.. c..!:
0'.5 --= C) CJ ;::...... .
.... --OOe::::
- cU 0 :.::: ..... .... '_ :&
aCi'::oB~t)......
~ ....."C........ >:: CJ 0
~ .t:CJ';:>'h.Os..
.... ... :: C': ~ Vl ~ :;:
n ~, j~-: p, ~ ~ ~.; ~
K".J:~~~]l~~~
:-::: c: - _ '0 .g _'~
1:~'-"',-~:;",u
8 g 'G 0 :; 5 >.
? ~J ~ :-: c s..
~
~
\:'v
i:i
~
o
H
H
..:
~
....... ...... s:
o 8 c - ~ c 0
f:: < /1
<lJ Vl
~] --
-
...-..: -- ~
.~
,. ::]
.. '.J
C"l cD
n::;:; ",:0
S:n ~ M~
.......... ~O
r-- ~.... ~
~,~., ~/'l:O
.+--to
t:'~:~ f"{1f'1'1
N ".9
-- -.- ~ :~\
-,
".,
-=
.....;;
~
C
r-..~
~~
~[
.; ~~
,") c,s:
.;:::)1
'rl ...."
0-
""'::2
~8
o
.
,
l!l
-.
. .
NOTICE OF INHERITANCE TAX IASSESSMENT
APPRAISEMENT. ALLOWANCE OR OISALLOWANCE I CONTROL NO. 101
OF DEDUCTIONS. AND-ASSESSMENT OF TAX iOATE 06/16/82
.;... _..--...-~.---...~
'ESTATE OF Brinton, Vernie M. FILE NO. 21-80-050~
OATE OF DEATH 07-18-80 COUNTY Cumh,'rland
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO REGISTER OF WILLS.
AGENT.. IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE OECEOENT'S OATE OF DEATH. A DISCOUNT
OF Sl' OF THE TAX PAID MAY BE DEDUCTED.
REV. 1547EX (1-82) I
\
BUREAU OF EXAMINA liON
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O, BOX 8327
HARRISBURG. PA 1710S
Paul E. Clouser, Esquire
P.O. Box 1164
Harrisburg, PA 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
9~~~9~Q_!~~~!~~_______________________________________---------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS AND ASSESSMENT OF TAX
ESTATE OF
Brinton, Vernie M.
FILE NO. 21-80-0504
ACN 101
DATE 06/16/82
TAX RETURN WAS:
) ACCEPTED AS FILED
( X ) CHANGED
APPRAISED VALUE OF ESTATE:
1. Ro.1 es~le (Schodule A)
2. Slock. ond Bonds (Schedulo B)
3, Clo.oly Held Stock/Porlne"hip Inleresl (Schodulo C)
4. Mortlllgos ""d N'Otos (Schodule D)
5. Cnh & Miscoll.noous Perso",,1 Properly (Schodulo e)
6. Jointly Ownod Properly (Schodulo F)
7. Tron.lers CSchodulo GI
8. Total Gross Assets
III
( 2)
( 3)
( 4)
( 51
( 6)
( 7)
.00
.OQ... .
.00
.00
00
.00
.00
( 8) ,
f3
-2
_..?J
...'(T1
-:.'-7>
. ~ ':".,
, '.~OO
.~
'.
APPROVED DEDUCTIONS AND EXEMPTIONS:
\.. 9. Funeral Expenses/AdministratIVe Costs/Miscellaneous
expon.o. (Schodulo H)
10. Dobll/Mortg.gos/LlOns (Schodulo II
11. To~1 Doduclions
12. Nol V.luo 01 est.to
13. Clwi~lo Boquosls (Schodulo J)
14. Not Voluo Subjoct to T.x
( 91
11 OJ
.00
.00
(111
(12)
(131
(14)
.00
.._----"-_.....
.00
.00
$ 150,732.66
ASSESSMENT OF TAX:
15. Amounl 01 hno 14 IIxablo .1 6'1\ role
16. Amount of line 14 t~xable .It 15% rate
1'7. PrinCipal Tax Due
TAX CREDITS:
(151 .00 X,06=
-If(161$33,178.07 X,15=
(1'/1
.00
.....L4...n.E.71
~ ,9'1l'.:.!: L
PAYMENT
DATe
ReceiPT
#
DISCOUNT (+1
INTEReST l-l
AMOUNT PAID
04-27-81
029462
$ 7.56(-)
$41.96(-)
/.;4~ t!-~
$ 2,903.89
$ 2,096.17
~."7
~.;4.
TOTAL TAX CREDIT $ 'i?71..'7/f
--'-T-."-' _.~~ ..... ,
..~AL_ANCE OF...!~~~~.L__.. ~._. ,~a t:1f'
{If 8alanc~ Due I:; 1(155 ttliln 5100 I1U p;I\'n't".: " 'pr."
029746 .;
'JI'~o
THIS ASSeSSMENT IS BAseD ON: Original
NO INTEREST 15 DUE IF PAID BY 08-28-81
IF PAID AFTER DATE INDICATED see REVERSE FOR INSTRUCTIONS
~ "T. ..J~ ~ RETAIN THIS PORTION FOR YOJR RECOR::lS
~ ~ ~--.c..- J'...t." ~
REV.1470 EX l11-en -..
COMMONWEALTH OF PENNSYLVANIA
_ Dl!PARTMENT OF REVENUE
. ' BUReAU OF EXAMINATION
P. O. BOX 932~
HAflRISBURG,PA 17105
. .
"J'~
:::t
, .
r:
~.].
~'I
'\i',
'.~
~-l.,;"
f,~ J
';:1
~ ., ':...~"
H 1,- ,.~
~~ 0"
it'l'-"
,,,...,,;,.
""~ ......, .'- ','.'
l'J:<(: '.'
l~l}.:,
'<\jJ,~';:
7"oIi1J";,:
~ ..
~.; '" " ,l
/"';.-:
L:~
.~~I
;,...,
-'."
:.,".. .:
-.'j.'\:",',.';:
DECEDENT'S NAME
"ITEM'
SCHEDULE' NO..
.,,'
k'
':,>~'"
.:,'
.:!~ f,:)\L:J:.
..,.;,~'tJ .
~ , ". 'I'. J' i,
.1 t~t
':: .. . ,''''!- ~.:
" ~ ';:.?i~~:~>
. , i/',~~~:~~\,;.).'
<'":;;:
.~.
.',
. .""
.. ;'~ ..:.}'.;:"'~':;
.,. ..-,!...'; ~!r:!~?,:
"..J' 1....,s _0
;-~:};::;;.';;~:;;J ~tiW.r,
!i'i~".-:,..".:.,\ ..'\ ",j,tffi,!!i"
,'" ""':~:; ~:";" " ".-,"'1': ., "I'~~""X,.
."..~,l.".."', 'd..' .'" ..,.;r'll'i"~'-'
~;~}--"~ .,::.~~~7 -;".(~ !f~rtf.~~~
~~" '. " ~ N.,Jit!"
"i' .1.:.L:.......~. ~,,(. -i",~! l\:r..i"rol.';'
~,~",,,,:-",~r'_.,,,, " ...:..jcl:..-':r.",
~ ,.' ',"~,1--t'~''''''' ...." ,'" "'~'i'.J.t.
I~' :S;j~r~r;.:l:f'!,:~tB
, ,'J.,.."..;:,.. ,''',' ,"":~ '!~,';,"i~,'~,''r'
. .'~~~fJ'1~'~~~" /,':~ i~f.~i~~
'f ;,'t...,b:~ .,~ iSh.~:,
~~'1f'\: ~ .\f!~:
'\
.:.1
,)
A '. ..
<:J - '"
':"1'"
,',' .
".\'.
;::..'~ ,:~:\~./t~~\
....-....:.,..;\,
'''.l
'.
,...
',.
.~ : '. . .
" ,.~. .~~;~t;:}
"t:lJ~
k'
..~-~ "'2f;:';-~".:':
, /.
:.t\',~"~~j~,: ;',3.
.,.......... .'
'~ -.
,
..",J
......'
'.'
".. .
~~:J....:{>>::
'.f:'"
.': ~"
., ;~
..,
.,';:.
,.''l'
.
. ~:
."
,,'!
INHERITANCE TAX
EXPLANATION OF CHANGES
EXPLANATION OF CHANGES
,./~ / I
.. e,,I',.',:'-/
., / /'
I.
~ flcy tc;-. /'
;.1".-. .
~
1'.1 #'f~
/",,.
>.>
1"-
- 7' ';ll /.-
; I
. ..
TAX EXAMINER:, .{,;'? :H' / ,tlt-r--, -, .. //
. /~~ /. ;t1lt.//C)-''':1/'
.y' /,7
,;;/' ',1-."
'*
FILE NO. ',"-
<'
/
'_' I 'f' f'
I co' ( . ,. ,
'/.
,. ~..
"
,
,-
" :,. 'J ."
--I.. -:.:.;,
I
i'.., ,',,":.-,/
./', ....~" . .
..
/~. , ./'.' '.'f
~)
)',.., /.
r"'_
.,
/ .;
,"
//,1.
. J
.
PAGE
REV. 1547EX (1-B2)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX B327
HARRISBURG. PA 17105
v'vJ
NO~CE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF DEOUCTIONS. ANO ASSESSMENT OF TAX
ASSESSMENT
CONTROL NO.
101
OATE 06/16/82
ESTATE OF Brinton, Vernie M. FILE NO. 21-80-050~
DATE OF DEATH 07-18-80 COUNTY C"lImhp,.,land
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO REGISTER OF WILLS.
AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT
OF 5% OF THE TAX PAID MAY BE DEDUCTED.
Paul E. Clouser, Esquire
P. O. Box 116~
Harrisburg, PA 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
----------------------------------------------------------------------.
ESTATE OF
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ACN 101
DATE06/16/82
Brinton, Vernie M,
FILE NO. 21-80-050~
TAX RETURN WAS:
I ACCEPTED AS FILED
APPRAISED VALUE OF ESTATE:
1. Real Eslllte (Schedule Al
2. Stocks and Bonds (Schedule Bl
3. Closely Held Stock/Partnership Inlerest {Schedule CI
4. Mortgages and Notes (Schedule D)
S. Cash & Miscellaneous Personal Property (Schedule E)
6, Jointly Owned Property (Schedule F)
7. Transfers (Schedule Gl
8. Total Gross Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funsril Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
10. Debts/Mortgages/Liens (Schedule Il
1 t ,Total Deductions
12. Net Value of Estale
13. Charitable Bequests (Schedule J)
14. Net Value Subject to Tax
ASSESSMENT OF TAX:
, 5. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
n
DISCOUNT (+)
INTEREST H
0~-27-81
029~62
0297~6
$ 7.56(-)
$~1.96(-)
08-28-81
THIS ASSESSMENT IS BASED ON: Original
NO INTEREST IS DUE IF PAID BY 08-28-81
IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS.
( )( ) CHANGED
(11
( 2)
( 3)
( 4)
( 5)
( 6)
( 7)
.00
.00
.00
.00
.00
.00
.00
( 81
.00
{ 91
(101
.00
.00
(Ill
(12)
(13)
(14) $
.00
.00
.00
150,732.66
(15)
(16)
.00 X.06=
$ 33.178.07 X.15=
(17)
.00
S ~.976.71
~.976.71
AMOUNT PAID
$ 2,903. 89
$ 2,096.17
TOTAL TAX CREDIT $ ~,9S0. S~
BALANCE OF TAX DUE 26.17
(If Balance Due IS less than $1.00 no payment is reQuired)
RETAIN THIS PORTION FOR YOUR RECORDS
INFORMATION
This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act
of 1961 (72 P.S. section 24B5).
If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed.
Inheritance Tax becomes delinquent nine (9l months after the decedent's death. Interest is charged at the
rate of six 161 percent per annum on the amount of unpaid tax. ISEE EXAMPLE BELOWI
EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80. and payment is made
on 5-23-80. the interest is calculated as indicated below:
STEP 1
Oetermine the rate of
interest from the table below.
STEP 2
Multiply the balance of
tax due by the rate of
interest.
STEP 3
Add the interest
to the balance of
tax due.
2 Months =
20 Days =
Rate of interest =
.010
+ ,00335
,01335
Balance 0 f tax due
Rate of interest
INTEREST
$2.000.00
x .01335
$ 26.70
Balance of tax due $2.000.00
Plus Interest to
Date of Payment 1+) $ 26,70
TOTAL tax and
interest to Date
of Payment $2,026,70
Interest from 3-03-BO to 5-23-80
Results in:
---------------------------------------------------------------------
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months .025 8 months .040 11 months .055
3 months .015 6 months .030 9 months .045 12 months .060
1 day .00017 11 days .001B6 21 days .00352
2 days .00034 1 2 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .003B6
4 days .00068 14 days .00237 24 days .00403
5 days .000B5 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days .00118 17 days ,002B4 27 days .00454
B days .00135 1 B days .00301 2B days .00471
9 days .00152 19 days .0031B 29 days ,004BB
1 0 days .00169 20 days .00335 30 days .00500,
---------------------------------------------------------------------
Any party in interest. including the Commonwealth and the personal representative. not satisfied with the
appraisement and assessment may object within sixty (60) days after receipt of this Notice as provided bv
Section 1001 of the Inheritance and Estate Tax Act of 1961 172 P.S, sec. 24B5 - 10011.
MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF Wl~~S, AGENT"
DETACH THE TOP PORTION OF THIS FORM ANO SUBMiT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS,
.'fv.UlHX+ (t"11
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "K"
LIFE ESTATE/ANNUITYI
TERM CERTAIN
ESTATE OF B ( I I FILE NUMBER
l'ifll,foV/ verll\' gl(-f3o-"So
This schedule is to be used for all single life, concurrent single life. term ce"all'1, and joint or successive life estates when no
election is filed to prepay future interest taxes. Spocial factors to calculete the Interest Involving more than one life can be
obtained from the Director of the Bureau of Examination, 6th Floor, Strawberry Square, Harrisburg, PA 17127.
~WIII
o Deed of Trust
D Other
Specify
D Life Estate
Name(s) of Life Tenant(s)
Date of Birth Presant Age Term of Years Life Estate is Payable
/'
~
).,.
. fie.
1. Value of Fund from which Income is payable. . . . . . . . . . . . . . . . . . .. $
2. Lifa Estate Factor (see Instructions) ..........................
/ 1~ /t:..!>, ~S-
, /0'5? 7
I~ bJ/. /J 0
(Include on Ree.pltuletlon.
IIn. 15 or 18)
3. Value of LIfe Estate (Line 1 times Line 2) . . . . . . . . . . . . . . . . . . . . " $
o Annuity
Name(s) of Annultant(s)
Date of Birth Present Age Term of Years Annuity is Payable
1. Value of Fund from which annuity Is payable. . . . . . . . . . . . . , . . . " $
2. Frequency of payout ...................................
3. Annual payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
4. Annuity Factor (see instructions) .. . . . . . . . . . . . . . . . . . . . . . . . . ,
5. Adjustment Factor (see Instructions) . . . . . . . . . . . . . . . . . . . . . . . . .
6. Value of Annuity (line 3 times lines 4 and 5) . . . . . , . . . . . . . . . . . .. $
."
............,.
(II mor. -pot. I, r't.eded lr't,.rl '>ddlllonol .h..11 01 lam. I.r.)
(Include on AecaphuloflOft.
IIn.. 15 or 16)
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is 3 member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
r- .,; " n > tT1 > ~
z > 0 0 " tFl "
Cl n c: " ;;! z :::: z l""
tT1 ~ ;:>:: Z ::0 9 - 9 l""
Z Z tT1 -l tT1 -l Z
9 9 -l -< tFl tT1 Vi
Z 0 tFl 0 -l
C:~ 9 "':1 "':1 "
" ~ ~
c. 0. ~ 0
c:<: :.' ~ Z~ n t'" .... <: - "':1
~... <= rD .... rD 0 "':1
z... a a .0- ... -
C) N ..1.:::: cT 0 .... " z n
c,.. N =< rD '< ,... -
"'-, ... " n rD >
Lu' . 0- eeu: .... rD 0 l""
01 C.- '7'll.1 ~ . .... :3:
Q:'(.~. cc " <= c:
0-' ~lD
u"~ -..- '" ." a Vl
WLU a=S > cT '" tT1
a:C:: ~ ~L'l <= ... 0
fC Ol ,...
'-' .... " z
" ~ ... l""
0 0 -< -< -<
.0- rD "
..., " tT1 tT1 ~
<= > >
rD " "
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
','
, ..
RE \'-44D II-eO)
COMMONWEALTH'OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Rovorse Side)
*'
Estote of
Vernie M. Brinton
Dote of Deoth
Tilly lR, lQRn
Lost Address 1141 Columbus Avenue
Social Security No. 172-01-1353
Lemoyne. PennsYlvania 17043
Bureau File No.
(CITY,
(STATE)
(ZIP)
County File No.
~/-.fcJ -.~('J~
J. Decedent died:
( ) 'ntestate (without 0 wilf)
(X ) Testate (leaving 0 lost will --copy aftoched)
2. Is the filing of 0 Federal Estate Tax Return required for this estate?
3. (X ) Executor~l"1i"'''1I1Ui1: ( Administrotorl Administratrix
Yes-L No
Name
Dauphin Deposit Bank and Trust Companv
AND
Nary B. Hinkle
Address 213 Narket Street
j-l:i'
t~'?
1141 Columbus Avenue
H,qr,..i ~hll"'g J ppnn~yhl,!lni,q
(CITY) (STATE)
17101
(ZIPt
Lemoyne, PA 17043
4. All correspondence should be moiled to ( ) Aft~rney
Fiduciory.
5. If on attorney is representing the estote, indicate:
Nome
n ~
n~ _ ;::0:::0
C:::O rTJ~
~~ :za 20
~2 :g "::;?:5
);:=0 N :";~~
Harrisbur2. Pennsvlvania 17108 i3~ N _,,~
(CITY' (~TATEI (ZIP' C"'-:."
c..,V' ~ co)
. ~l ~ r.
List all safe deposit boxes registered in the decedent's individual namer or jointly with, ot;;os an,,-a,gent or deputy
of onother, or in decedent's individual nome with right of occess by another os ogent or depii.ty. I'nrlude the nOm"
and address of the bank or other insti tution where the safe deposit box is loco ted, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
P,qlll R
r.lnllClpr
Address 112-114 North Second Strper, P.O. Rox 116~
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHicH
SAFE OEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
e os it Bank nd Tr st om an _
o
fhl :::mn p,qrk nffi "'13.
\
\
'r:-..
'r penalties of perjury, I declore that I hove exomined this return, including occompanying schedules and
nnts. aDd to the best of my knowludge and belief it is true, correct and complete.
H. Hinkle and Dauphin Deposit Ban and Trust Company, Executors of the Es ate of Vernie N.
on U?.-t:-c ~_/( ~ ([~
Trust SIGNATURE OF FIDUCIARY Officer
.dry B. Hinkle
't'iJ.~-Y/
-..
"-
.
REY.4~ EXt (tHO>>
COMMONWEAL TH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
"
n nn
ITEM DESCRIPTION ESTIMATED DEPARTMENT
NO. MARKET VALUATION
VALUE (OFFICIAL USE ONL Y/
NONE
TOTAL NONE
(In.truel/on. on Reverse Side)
ESTATE OF Vprni" M Rri t
~~/L,
If additional space is necessary, use BY.1" x 11" sheets.,
,"
.~E.y"4~' EX+ (8.110)
COMMONWEA~ TH OF PENNSY~VANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "B"
PERSONA~ PROPERTY
(Instructions Oil RevlJrsa Side)
Estate 0 f
Vernie H. Brinton
ITEM
NO.
DESCRIPTION
UNIT
YALUE
CASH AND CASH ITEMS:
Policy cancellation refund from Combined Insuranc
Company of America
Interest Check on Dauphin Deposit Bank and Trust
Company, Savings Certificate n 15-05-008420
Interest Check on Hamilton Bank Savings Certifi-
cate 0 6199122108
Interest Check on Hamilton Bank Savings Certifi-
cate n 6199037518
Pennsylvania Blue Shield - Medicare Benefits
7/17 and 18
Pennsylvania Blue Shield - Medicare Benefits
5/22
Pennsylvania Blue Shield - 65-Special Benefits
5/22
Pennsylvania Blue Shield - 65-Special Benefits
7/17 and 18
Pennsylvania Blue Shield - 65-Special Benefits
4/7, 5/8, 5/12, 6/6, 6/24
Refund - Capital Blue Cross (Contract Cancelled)
Claim payment from Medicare
Cash - Safe Deposit Box
Uncashed Distribution check - Dauphin Deposit Ban
and Trust Company
American Express Travelers Checks
SECURITIES:
Dauphin Deposit Bank and Trust Company, Savings
Account n 15-1-02823
Accrued interest
Dauphin Deposit Bank and Trust Company, Savings
Certificate 015-05-008420
Accrued interest
First Federal Savings and Loan Association,
Savings Certificate n 17-620381
Accrued interest
TOT AL $
If odditional space is necessary, use B%" x II" sheets.
'$"
'.
ESTIMATED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Y/
$ 8.66
137.50
62.90
154.22
66.40
28.00
7.00
16.60
19.96
36.70
79.84
300.00
500.00
200.00
25,291.02/
72 . 80/
10,000.00/
18.35/
20,000. oo~
64.10"'"
57,064.05
I. R...V....~I t::,;+ rll~~M
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONALPROPERTV
(Instructions 0" Reverse Side)
Estate of
Vernie M. Brinton
ITEM
NO.
DESCRIPTION
UNIT
VALUE
SECURITIES (continued):
Hamilton Bank, Savings Certificate # 6199122108
Accrued interest
Hamilton Bank, Savings Certificate # 6199037518
Accrued interest
Hamitlon Bank, Savings Account # 6161643273
Accrued interest
State Capital Savings Association, Savings Accou t
# 001-00-00546
Accrued interest
First Federal Savings and Loan Association, Pass
book
Accrued interest
Vanguard Wellington Fund # 178036000-1 N9t:. . ?.<
$10,000. U.S. Treasury 8.375% Notes due 8/15/81
Accrued interest
$10,000. U. S. Treasury 7.375% Notes due 2/15/81
Accrued interest
/0.3-f
90 Shares Provident National Corporation
Accrued dividend
HISCELLANEOUS:
Household Effects - Appraised Value
Jewelry - Appraised Value
Various Coins - Appraised Value
TOTAL $
If additional spoce is necessary, use 8\," x 11" sheets.
~~
~~~~~
,~.~.*- ~~~
":~:':'i.t~"
ESTlMA TED
MARKET
VALUE
DEPARTMENT
VALUATION
{OFFICIAL USE ONL YJ
$
1,000.00'-
1.33.....
4,000.00.....
155.03 ..-
9,563.43--
107.39.....
26,229.10""'-
68.20""'-
10,820.81.....
330.17......
(15,308.86) /.5; 'r7~.O'if
9,974.90
355.88
9,937.60
313.50
2,559.38
54.00
2,2l5.0Q/
2,035.00/
3.00
95,032.58
/5.2..<,:,$. f:{..$-
.".'
. \
".', )
...~
........
rnrn~~w ~IOOU~lII
Phono 566.2057
Estate and Insurance Appraising
Antiques
114 East Main Street
Hummelstown. Pa, 17036
APPRAISAL OF PERSONAL PROPERTY IN THE ESTATE OF VERNIE 11. BRINTON AT 1141 COLUfmUS
AVE., LE~~YNE, PA. (AUGUST 16, 1980)
Chippendale style love seat
$ 100.00 I
500.00 v
1,200.00 .;
200.00 oJ
159.9Q
50.00 J
40,00 "
10.00./
25.00 J
5.001
50,00 I
25.00 -I
5.00 v
50.00 J
40.00 "
.
15.00J
1,600.00 J
35.00
60.00
35.00
35.00
20.00
25.00
Pla.tinum bracelet Kith sm. diamonds and sapphires
Diamond ring, tK, with six 15 pt. stones
3 pc. bedroom suite
YM.ele t9F etaflr! AJ......( I't'ot'b"~ c-;:' V'trl\VI&" '-~I:IL'rtJ~
Singer sewing machine and bench
Upholstered chair and ottoman
2 sm. lamps
10 prints
Brass fza.me
Kneehole desk
Set of china for 8
Odds and ends of. china and glass
40 pes. fostoria
Partial set of Noritake china
Kines crown creareer
Service for 8 Gorham sterling, 83 pes,
Costume jewelry
~. round cameo
Smaller cameo
Smallest cameo lavelier
Cultured pearls
Gold bar pin
.
~
'1 .....-.2
" '-AUgust 16, 1980
Est... te ( l,
Vernie ~,,-'~rinton
"')
Antique bar pin
$ 10.00
50.00
50.00
15.00
Gold sunburst pin
Gold sunburst lavalier
White gold with blue stone pin
----------
total. ... . .
$4,400.00
Appraised by
/~
..,/f" -
........-r ,
~
~I
. r2
~...:Jell7
/ Betty Smith
.
STATE
CAPITAL
SAVINGS
ASSOCIATlON
m
.
JOY Dunkle
Dauphin Deposit Bank
and Trust Co.
213 Market street
Harrisburg, Pa.
DATE: September 24, 1980
DECEDENT: Vernie Brinton
D.O.D.- 7-18-80
* 00],...Q9- 00546 BALANCE AS OF DATE OF DEATH $ '6. :;>?'L ]0
ACCRUED INTEREST 6R.?0
DATE OF DEATH VALUE $ 26.297.30
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE Vernie Brinton
*--- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE
*--- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE
#_-- BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE . .
ACCOUNT TITLE
THE PENALTY ON PREMATURE WITHDRAWALS OF TERM INVESTMENTS
IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON
ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE'OF
CURRENT DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS.
CONTACT US FOR ANY FURTHER INFORMATION.
"'" 1 I
/' --.1,
:.\/ . ~.' ,./ t:.
BY:
/
// ,
,.t..: '-IL "1--.(._<
j ,/,-
. / . ,0._... -'"" ,..(.(';......:.-::"r
" .... __ ,..J.... ,.._._ ...... ,
.- '-:=-' 0; 'I"" _.',
~c..l.., . "-l._-c~,-.."
~... ~.
';
108-114 NORTH SECOND STREET. RO, BOX 1001, HARRISBURG, PENNSYLVANIA 17105 (7171238-8252
~~~~~I
D
Dauphin Deposit Bank
and Trust Company
MAIN OffiCE: 2/3 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105
717255.2121
}larch 20, 1981
Trust Department
Attn: Joy Dunkle
Re: Vernie M. Brinton
July 18, 1980 Deceased
Dear Ms. Dunkle:
In regards to the above mentioned, we submit the
following information as of the date of death:
Checking account #17-84-6757 opened 11-4-71 balance as
of 7-18-80 $10,585.14 (Joint with }Iary B. Hinkle)
Savings account #15-1-02823 opened 11-5-73 balance
$25,291.02 interest $72.80 (In the name of Vernie only)
certificate of Deposit #15-05-008420 opened 4-7-76
balance $10,000.00 interest $18.35 (In the name of Vernie
only)
If we can be of any further assistance, please do not
hesitate to contact us.
Very truly yours,
~~.~ / [/~;::rt
Barry L. Elliott
Assistant Vice President
..
BLE/1f
Dauphin Deposit Bank
and Trust Company
213 Market Street
Harrisburg, PA 17105
Dear Jay Dunkle,
"UJ...
-. .......-. ;':"~_1'
,...; -.~ . t,~. i'"
~, ,-,,'
HAMILTON BANK
Post OHleo Box 3959
Loneastor. Ponnsyl..nla 17504
(7171 569,8731
March 9, 1981
In response to your letter dated March 4, 1981 about
Vernie M. Brinton Estate. The Certificate of Deposit
with the number 6199122108 had a balance of $1000.00
and accured interest of $1.33 as of July 18, 1980.
Certificate of Deposit number 6199037518 had a balance
of $4000.00 and accured interest of $155.03. Regular
Savings number 6161643273 had a balance of $9563.43
and accured interest of $107.39.
If you have any futher questions about these accounts
or my figures please don't hesitate to call.
Sincerely,
~~ Ylv.-i-i/cdL
Lisa Mitchell
Time Deposit Bookkeeping
..
.),V'~"':::~.,.;
i,' C?D[;3 S'1[
, , ;ic:'!!" ~EDEB~I!.
", Sa
". :~.;;'J',' '. vlngs & Lo.ln MSOClllllon
of Harrisburg
March 9. 1981
Joy Dunkle
Dauphin Deposit Bank & TrUGt Co.
I'. 0.. Boy. 2961
Harrisburg, Pa. 17105
Dear Ms. Dunkle:
Re: Account # 117-620381
Estate of ~ernie H. Brinton
This is to verify that the balance in the above account on
July 18th. 1980 was $20,064.10.
If there are any further questionE concerning this matter,
please feel free to contact me at 232-6661.
Sincerel:r,
(#cdC/% cJ~tC,~
Rhoda L. Zollers
Savings Counselor
.
234 NORTH SECOND STREET, P.O, BOX 1111 ' HARRISBURG, PA 17108 ' (717) 232.6661
--",rom
-,-r'~"r'
"I"" .~ . ~ . '
iF~r', ~~~
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) NO
2. Old decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) -.lliL
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
,d. All other information supporting nontaxability of transfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) NO
a. Was there any possibility that the property transferred might return to transferor or his!her estate or be subject
to his!her power of disposition? (Answer "Yes" or "No",) NO
b. What was the transferee's age at timeof decedent's death?
5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) NO
b. The right to designate the persons \\110 shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) NO
6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ).
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) NO
8. Did decedent, at any time, transfer property, the bllleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) NO
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone ( ) or decedent and others ( ).
, .
\
I
I
,
I
,
i
,
,
i
" ..
..~_.( -...-',"" ~.
semi-annual or more frequent installments to or applied for the
benefit of Mary.
.B. Following Mary's death, if my sister Ruth is still living,
the entire net income shall be distributed to or applied for her
benef'it .
rl
;
;:.
C. I specif'ically direct that if, during the continuance of the
IN"
E
trust, the death of' my cousin Kathryne M. Frick should occur, the
Trustee shall distribute the' amount of $]500.00 from principal
for her funeral and burial expenses. Kathryne is presently
residing at the Edith Rudolph Home, 3827 Powelton Avenue, Phila-
.. delphis, Pennsylvania.
A
D. FOllowing the death or both Mary and my sister Ruth, the
remaining values in the trust shall be distributed in manner
following, with the specific cash bequests having a priority over
the charitable residuary gifts:
1. The sum of' $1500.00 shall be set aside in a
separate trust to be applied to the funeral
and burial expenses of my cousin Kathryn(, M.
Frick should she have survived the termination
of the trust.
2. The sum of $10,000.00 shall be distributed to
my brother, James W. Brinton and his wife,
Queenie M. Brinton, or the survivor of them.
,~ho are prer.ently residinG at 1225 lfJartha Custis
Drive, Apartment 518, Alexandria, Virginia.
3. The sum of $5,000.00 shall be distributed to
my niece, Jeanne N. Lutz of State College,
3
.
~.
", i
. I
,
~:
.'
Pennsyl vania.
4. The sum of' $5,000.00 shall be distributed to
my niece, Kathleen E. Brinton. of 1225 Martha
Custis Drive. Alexandria, Virginia.
5. The sum of' $5.000.00 shall be distributed to
Luella Jane HO\1ard. lfJary I s daughter, presently
residing at 11524 Kingsland Street, Los Angeles.
California. .
Should any of the designated beneficiaries (excepting Kathryne H.
'Frick) predecease the date of death of the last to die of' Mary an
my sister Ruth, that share shall lapse and shall f'all into the
chantable residuary gifts hereinafter set forth:
One-third (1/3) thereof shall be distributed to
the Community General Osteopathic Hospital of
Harrisburg. Penn'syl vania, to be used in such manner
as the governing board of that institution so directs.
One-third (1/3) thereof shall be distributed to the
Camp Hill United Methodist Church to be used in such
manner as the governing board of that congregation
so directs. .
One-third (1/3) thereof shall be distributed.to the
United Methodist Home f'or Children, R. D. 113,
Mechanicsburg, Pennsylvania, to be used in such manner
as the governing board of that institution so directs.
ITEM VIII:
If' Mary and I shall die under such cir7
cumstances that the order of' our deaths cannot be estaLlished, it
shall be conclusively presumed for all purposes of this Will that
I survi vetI her.
i
I
f
l
[
r
I
I
~" . ;:Wfii~:~"i"n~l,.;r~,~;""",.>J:'\r.;v~~~~'"f~~'iT""~"~'1 ,"'r"::"~":~""'''''::''"-;'~I!~'~~~'
"J~ ,,::,,\1~r~}lft?f ,? .':,~: '.I~'::",:-.',--" ;. ~ :-,:"'~_;.,I,'~)!""1": ':\.'. ',' ".: '. '~f ;.--.", ::". ',.:', ,'" j ", .. '. '. ,'. .... > \.,:;, ~":", '. ,.~_,:~~.:.~.
ITEM IX:
I direct that all taxes that may be
assessed in conscquence of' my death, of whatever nature and by
whatevcr jurisdiction imposed, shall be paid fr'om my l'esiduary
I
,
I.
..
./
:~
r I
11
f ,
, '
I I
,
,
!
REV0453 EX. (3,eO)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
'*'
(Instructions on Reverse Side)
Estate of
Vernie N. Brinton
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Jeanne N. Lutz Niece Yes n Ring nnrl
S5 000. Snecific re-
State Colle~e PA. mainder benuest
Kathleen E. Brinton Niece Yes Platinum Bracelet
1225 Nartha Custis Drive, Ant. 51 with chinned diamonds
Alexandrea, VA and $5 000. snecific
remainder benuest
Narv Bipler Hinkle Friend China silverware
1141 Columbia Avenue furniture and house-
Lp.mo"ne PA hold furnishin~ life
tenant
Ruth B. Nendenhall Sister .Jewe'rv. clothinn and
~?? Morth SMonn ~treet "nn
u___< _, .~n "A ,,, ~nn
life tenant
Dauphin Deposit Bank and Trust Residue of Estate to
Company Establish a Trust.
Community General Osteopathic 1/3 Remainder interest
Hospital - Harrisburg, PA
Camp Hill United Methodist
Church - Camp Hill, PA 1/3 Remainder interest
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV-453 EX'" (3,80)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
'*'
(Instructions on Reverse Side)
Estate of Vernie 1-1. Brintnn
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
United Methodist Home for
Children
R.D. 1/3
Mechanicsburg, PA 17055
Kathryne M. Frick
3827 Powelton Avenue
Philadel hia PA
Cousin
ecHic rem
James W. and or ueenie
Brother and
remainder
M. Brinton
1225 Martha Custis Drive
Alexandria, VA
sister-in-
Louella Jane Howard
11524 Kingsland Street
CA
5 000. s ecific
emaind be
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
::l i:l:: ",I
..: Ql
J-'l J-'l "
;.. ;.. "
<= Ql .".'
0 ~ 0
....
<= .....
.... tIl
... " <1l
'" ~ <: ....
.... ." <=
. " a <1l
::<: ..... >
0 Ql .... .....
Ql U " ... >>
z .... Ql tIl
e ..... iill ~ <=
0 .". <=
- ~ ..... " Ql
!< ..... ~l u ....
i:l:: ~ ~ 0
E- o '" 0 z 0
'" '" ;.. E- o
- J-'l Z
Z E- J-'l E- J-'l Z
...:I 0 - 0 ~ i:l:: Z ~ J-'l J-'l
,..;: Z ;:;: Z 0 ;:l u '" z
~ 0 '" ~ 0 0 ..: :J
..: J-'l u Q ....
'~saJa~u! s,~uapaoap a4~ !O anle^ ~a)!JBW a4~ a~eo!pul '17
'~saJa~u! s,~uapaoap a4~ !O a6BwaOJad a4~ a~BO!pU I 'f:
'AlJadoJd pauMO AI~U!o! a4~!o anle^ ~a)!JBW IBlOl a4~ a~eo!pul '2:
'pa4s!lqe~sa seM d!4SJaUMO ~U!O! a4~ a~ep a41 pUB [5] JaUMO-OO a4~!o ~uapaoap
a4~ O~ d!4suo!~elaJ pUB ssaJppe 'aWBU a41 apnloul ,:8.. alnpa40s JO! suo!~onJ~su! a41 U! pa~eo!pu! se
A~JadoJd leUOsJad lie aqposaa ,:"1.. alnpa40s JO! suo!~onJ~su! a4~ U! pa~BO!pU! se AlJadoJd IBaJ lie aq!Josaa 'L
'ISJI! alBlsa IBaJ ~s!l 'papnlou!
aq 01 aJe AlJadoJd alq!6uelU! pUB alq!6uel 4~08 'd!4SJO^!^JnS!O ~46!J 4~!M slueua~ ~U!O! SB sa!UBd JO A~Jed
Ja4~OUB 41!M AI~U!O! luapaoap a41 Aq pauMo 'IBUOSJad pUB IBaJ 'AuadoJd lie apnlou! ~snw ..3.. alnpa40s
..3.. 31n03HOS DNIJ.31dIfllOOl:lO:l SNOllOnl:llSNI
REV.51B FO (7~80)
~~
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Brenton M. Rake, TrUBt Officer
Dauphin Deposit Bank and Trust Company
213 Market Street
Harrisburg, PA 17101
Mary B. Hinkle
1141 Columbus Avenue
Lemoyne, PA 17043
RE: Estate af
County of
File No.
Vernie M. Brinton
Cumberland
;>1-80-00;04
Dear Mr. Rake and Ms. Hinkle:
You are hereby notified that the original
appraisement in the estate of Vernie M. Brinton
has been filed in the office of the Register of Wills of Cumberland
County on May;>], 19 Jll... Said appraisement reflects the following valuations:
Real Es tate
Personal Property
Jointly Owned
Transfers
Total
None
152.263.85
';;.!;!;7 01
Nnn#J<
5165.930.86
As fo such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is charged,
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tox Act o'
1961,72 P.S, 2485-1001, P.L. 373.
Dote
Signed
~G'h'//;/r ;r/ J~Ift"jflJ...j )
.
Ma.y n. 1q81
Title
Chief Appraiser
NOTE: This is not a bill,
I
j.
REV-4117 EX+ (7-eO)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
E EDE T
~
~tt..;.';;:.2?'"'i .,..
~"
, ,:~L .
,..,...,.~""
~\,.,,(~...,~~~,.t.
INHERITANCE TAX
APPRAISEMENT
00RIGINAL
o SUPPLEMENTAL
File No, ...2l::.80::.0~
Estate of VArni" M. Brinton
Coun ty
Cn",h~""Rnd
Date of Death July lB..-J,gBo
In tho ovent that any future Interost in this estate Is transfllffed In pOlSesslon or enjoyment 10 collateral holn of tho decedent after the
expiration of any ..tate for life Dr far years" the Commonweohh hereby expressly ruerves the rlghf fo appraise and 0111111 transfer
Inheritance taxes at tho lawful collatoral rate on a(l such futuro Interelt.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
Total Real Property _ SCH. "A" . . . . ,. $
Total Personal Property _ SCH, "B". . . . $
Total Jointly Owned Property - SCH. "E" $
Total Transfers - SCH. "C",. ,.,. , " $
None
lo;2.26~.8r;
1;,667.01
Unreported S
Unreported S
Unreported $
Unreported $
$ NnnA
$ ....l52,26~.8c;
$ '3,~1';7 m
$ NQnA
$ 165.930.86
Nnne
LIFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
DREMAINDER
TOTAL VALUE
s
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this
day with the Register of Wills, . I
,(// , IP" j'
---"'-f~~.1' ItI ) - It'lt.fi J(r,' /
APPRAISER
OS/21/81
DATE
CIl
~ ~ a *
~ ~ ~ CIl .g .....
>
z ~ ~ <
0 .....
~ m ~
VI ~ ~
;:l .
..:I :0: .....
< 0 CIl
- ~ 0 .::
U Z ..... 8 N
- ~ :1 .....
~ 0 .....
~ - .....
0 !d: .....
-
!:l: ~ ~ 0
[-0 0 VI 0 Z 0
VI
- I:l VI >- [-0 0
z ~ I:l [-0 I:l Z Z
..:I 0 ~ 0 p:: 13 ~ ~
..:I Z Z Cl U ~ I:l
- ~ VI ~ 8 0 z
~ ~ Cl :l
.
_ _ _ __ _ _ __ __ __ _ __ __ ___ n__ ____ ___ ,___ __ ._~~ __ --..- ---- -- -
AEV.1162 EX
~--'
~
1
COMMONWEALTH OF PENNSYLVANIA
NO L04 96'~ DEPARTMENT OF REVENUE
. "'b'l!FICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
ill
G AMOUNT
ACN
Assessment Control No.
qECEIVED FROM:
Pl'91:aate
$26.17
.
, -D8uphin-Elepo&!~-B.nk
I P. O.-IOX-2961---._u.-
_HEr.1abuxg. PA.17105--
"l
L ~
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT
DATE OF PAYMENT
POSTMARK DATE
T
.
t :DUNTY
"ATE OF DEATH
,
~TOTAL AMOUNT PAID
$26.17
REMARKS
SEAL
, ~ J/' ,)
~/ /, . / J' . ~
, '~~~}Y~AT E' ftN.;l.
RECEIVED BY
--
.,.
--,
_L
....-_.~ ----
w,.
~
'" ---
.~-
____ _ _ ___.__ _ ___~____._ __._ ___ _u_ __ __ --.- ---- - - - --- - ---
~;
I
i
---_J!'
,- - - - - -- - - - -- -- ..- -- ....
REV.110Z EX
COMMONWEALTH OF PENNSYLVANIA
NO L04965'a DEPARTMENT OF REVENUE
, o'J!FICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
.'
'. - - ~-
'- . '-' '.
'.
',CEIVED FROM:
Dauphin Depodt Bank ____I
213 Market: Street
HarriabuJ:Jl_!,~___l ?1()1..
L
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT
DATE OF PAYMENT
POSTMARK DATE
~OUNTY
DATE OF DEATH
REMARKS
SEAL
....
21-80-504
BRIIll'1'ON VBRblIB
ifu5f. 8. 19IA~T
Jul 7. 1982
CUD1berllUl4
July 18, 1980
-~ -- =
o
~
m AMOUNT
,--.-------- - - - -- -~ ---- -- --- -- - - -- - ---- --- -------
Assessment Control No.
Probate
1.35
.J
M.
MI
~TOTALAMOUNT PAID
~
1.35 I
JI
III
fI
S
---_JJ '
RECEIVED BY
-"~. '
,
,~
"L
.-- ---.... -- ....
- ~
.........--
.--
.t:.......-........~~Jl'i""'~~~,--'~ .,.-
~.~" co',
.~~.
o Dauphin Deposit Bank
and Trust Company
'~:'~'::'~~-'~'.::~'-~:"l;-':~:-"~;' '~~
,.... t.UCi-3'32 - ~/. :~: ~!
'. )- ,.,', -., ,.
\, .... ,'," i.' c . /\;:... ';:"1 ,. ;:! .:...:;. ( ~
P.O. BOX 298'
HARRIS8URG, PEN"SYLVANIA 17105
MRS. MARY C. LEWIS
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
CARLISLE. PA 17013
"
,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FIRST AND FINAL ACCOUNT
for Trust Under the Will of Vernie M, Brinton, Deceased
Stated by Dauphin Deposit Bank and Trust Company, Trustee
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current
Value
11/27/91
Fiduciary
Acquis i tion
Value
-------..--....-
To: Mary B. Hinkle Estate - Accrued
Interest to Date of Death 09/19/91
Income
Cash
883.46
883,46
------------ ------------
883.46 883,46
------------ ------------
To: Neill Funeral Home - Funeral and
Burial Expenses of Kathryne M. Frick
as per Item VII C of the Will
(Kathryne M. Frick Died 03/09/88)
Principal
Cash
1, 500 . 00
1,500,00
------------ ------------
1,500,00 1,500.00
--------- ----
To: Queenie M. Brinton - Cash Bequest as
per Item VII D 2 of the Will
(James W. Brinton died 10/06/86)
Principal
.c
Cash
10,000.00 10,000,00
------------ ---....-------
10,000.00 10,000.00
------------ ------------
{"i" '1 ':.','.. "'Ie 98'-)
. ...' . _ A t.. I, ..... .
. .
To: Camp Hill United Methodist
Church - 1/3 residue
Principal
Cash
Income
Cash
To: United Methodist Home for
Children - 1/3 residue
Principal
Cash
Income
Cash
37,867.37
37,867,37
140.38
140,38
~---_.._---- ------------
38,007,75 38,007,75
37,867.36
37,867,36
140,38
140.38
38,007.74 38,007.74
--------- ------
141,406,70 141,406,70
------------ ---
U3iR 124 p~,r,r 287
..
AFFIDAVIT
Dauphin Deposit Bank and Trust Company, Trustee under the Last
Will and Testament of VERNIE M. BRINTON, deceased, hereby declares under
oath that said Trustees have fully and faithfully discharged the duties
of their office; that the foregoing Account is true and correct, and
fully discloses all significant transactions occurring during the
accounting period; that all known claims against the Trust have been
paid in full; that, to their knowledge, there are no claims now
outstanding against the Trust; and that all taxes presently due from
the Trust have been paid.
By: Ab-....,u'" #. //?I-'l<~. ~",,/?.r rO.
Dauphin Deposit Bank and Trust Company
Subscribed and sworn to by
b.f.<< m. "',.&.tt....y .f Jio,,(ic<> '" -'-
W/// {/~~6~/rf /.Jr.x/
#" Notary Public
NolalinI SaaI
~<n,~
My~=Ocl.:Jl, 19l14
. of
t.t,.'n~oor,
", -'. ........ " "
f'" ,,\..'
. '~. , j' " \ .... "
L6l~ 1~~4 p~r.: 288
\0 ~: )
~ "~l
, "C)
.:::1 :n
"
f"' .' ,
1
'0
,
EC"oElD,!:: -"""7
Q)!' c: _ CO ij CD
E-'"C:E.c.c.
.. ~ c: ,,__ ~ ,
10 ".9 E.!! S .
_u-CDu
~ ~~~ '} ~~j; 'IJ ~
~ ~ ....<Il~ J C
~~~ 0" :I r 0
~ ~ :il ra.2S f i CO
I>< .... ~~~~ 1 ';it: s-l ~I
i ~ tIl ....
S ::> ~"dl I
0' =" . is I
I>< ~!!l1"" "':) <Il
. ~ ~ ~~ fil ~ lol ~ ~ !. '''11
tJ ~ S ~u
~ rol~Iol:C~ ~ c,,~cj I c~
0 c ~~~~JIJ :c~
S tJ tJ S:;;!:llolf;j '-.I
~O<ll""J:l
~ . tJf:l~i;il ---,? Hl:,. J 0.
8 tIl ::J
~ tIl J:l .!:l IS> 8
~ fil z ~ fo< .";) ..~ I I)
~ ~ ~~~o '~ oSi!
faji .il C ~
i!l .
"
c~8 ' ~
fo<
.. 1 S-If
~.tCD'" ,,"0
=oSocti:S~4(
.
,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FIRST AND FINAL ACCOUNT
for Trust Under the Will of Vernie M, Brinton, Deceased
Stated by Dauphin Deposit Bank and Trust Company, Trustee
Vernie M, Brinton, Died
Mary B. Hinkle, Died
Ruth B. Mendenhall, Died
Date of Trustees' first receipt of funds
Accounting Stated for the Period:
July 18, 1980
September 19, 1991
May 13, 1986
March 25, 1982
March 25, 1982 to
November 27, 1991
Purpose of Account: The Trustee offers this account to scquaint
interested parties with the transactions that have occurred during
their administration of the Trust,
It is important that the account be carefully examined. Requests
for additional information or questions or objections can be
discussed with:
Dauphin Deposit Bank and Trust Company
213 Market Street
Harrisburg, PA 17105
(717)255-2230
L~3~~~ l~~lt r.',!.;[ :~~ti~2
0,00
94,512,57 8-16
0.00
....--..--....-......
94,512.57
10,812.37 17-18
----------..-..
83,700.20
82,395.59 19-21
--.....----..oo---
1,304,61 22
141,406.70
- -
PRINCIPAL
Receipts: Balance of Prior Account
This Account
0,00
127,180,43
16,490,81
Net Gain (or Loss) on Sales or Other Disposition/Principal
--------......--
143,671,24
Less: General Disbursements
Fees
300. 15
3,269,00
3,569,15
Balance before Distributions
Distrib. to Beneficiaries
--------------------------
140,102,09
0,00
Principal Balance on Hand
---..---..----..
140,102,09
For Information:
Investments Made
INCOME
Receipts: Balance of Prior Account
This Account
Net Gain (or Loss) on Sales or Other Disposition/Income
Less: Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
Combined Balance on Hand
L15t, 124 pm 263
-2-
. .
Page
3
4
5
5
6
7
.. ~~
RECEIPTS OF PRINCIPAL
Description
Cash:
1982-03-25 Vernie M, Brinton Estate
Principal Cash
1982-09-23 Vernie M. Brinton Estate
Principal Cash
Mise, Personal Property:
1982-09-24 Vernie M, Brinton Estate
Various Coins
Total Receipts of Principal
I lId' I') t1 !'IJ,f :2fit\
.3.
Fiduciary
Acquisition
Value
100,000,00
11.00
27,169,1.3
'n...__..._. 127,169,43
11.00
.... . ................
127,180.43
..
,.
. .
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS/PRINCIPAL
Gain Loss
1983-04-08 Various Coins
Net Proceeds 11.00
Fid. Acq, Value 11.00 0,00 0.00
1984-05-03 5 units Municipal Bond Fund
Ne t Proceeds 51. 73
Fid, Acq. Value 49.50 2,23 0,00
1988-04-04 138 units Municipal Bond Fund
Net Proceeds 1,500,66
Fid, Acq. Value 1,377.90 122.76 0,00
1990-10-02 745 units Municipal Bond Fund
Net Proceeds 8,009,90
Fid. Acq, Value 7,438.65 571,25 0,00
1990-11-02 742 units Municipal Bond Fund
Net Proceeds 8,002.93
Fid. Acq. Value 7,408.70 594.23 0,00
1991-10-03 11,099 units Municipal Bond
Fund
Net Proceeds 123,186.90
Fid. Acq. Value 110,820.92 12,365.98 0,00
1991-10-04 1,008 units Common Stock
Collective Investment Fund
Net Proceeds 18,823.88
Fid. Acq. Value 15,989,52 2,834.36 0.00
Total Gains and Losses/Principal
Less Loss
16,490,81
0.00
0.00
Net Ga!n
16,490,81
---------
LI'-O 1'"' 44""G< 'JGr.::)
=,tt. _.....:.t.r I II '.. ~_ ),_
.
.
..
DISBURSEMENTS O~. PRINCIPAL
General Disbursements:
1984-03-05 Internal Revenue Service
1983 Fiduciary Income Tax
56.00
1984-03-05 PA Department of Revenue .
1983 Fiduciary Income Tax
30.00
1984-12-03 PA Department of Revenue .
1983 Fiduciary Income Tax
Balance
3,36
1989-04-10 PA Department of Revenue .
1988 Fiduciary Income Tax
2.16
1991-04-09 Internal Revenue Service .
1990 Fiduciary Incomo Tax
83,63
1991-11-26 Bucbannan Ingorsol1 -
Attorney's Fee
769.00
Buchsnnan Ingorsoll - Balance
of Attorney's Fee
2,500.00
Reserve for Cost of Filing
Account
125.00
Total Disbursements of Principal
li,lf: j'-?/i pnF 2RG
-5-
. .
3,569,15
3,569,15
I
! !
; ,.
PRINCIPAL BALANCE ON HAND
Cash:
Uninvested
Temp Funds Muni Fund
1.13Ef~ 1:24 pm 267
-6-
Current
Value
11/27/91
2.09
140,100.00
Fiduciary
Acquisition
Value
2.09
140,100.00
------------ ------------
----
140,102,09 140,102,09
INFORMATION SCHEDULES..PRINCIPAL
Investments Made:
1982.04.15 10,100 units Municipal Bond
Fund
1982.10-13 2,629 units Municipal Bond
Fund
1990-10.03 501 units Common Stock
Collective Investment Fund
1990-11-06 507 units Common Stock
Collective Investment Fund
I"" 1 "',1
..'tr. . ..':..,~ P.I,GF
268
-7-
99,999.09
27,096,58
7.998,74
7.990.78
'I'.
I
i .
,
RECEIPTS OF INCOME
Interest:
1982-04.05 U,S, Treasury Daily Repurchase 224.38
Agreement
1982.05.03 U.S, Treasury Daily Investment 566 , 53
Agreement
1982-10-04 U,S, Treasury Daily Investment 44,61
Agreement
1982-11-01 Market Square Cash Manager 1 87.25
1983-08-02 Temp Funds Muni Fund 5.67
1983-09-01 Temp Funds Muni Fund 3.25
1983-10-03 Temp Funds Muni Fund 5.95
1983-11-01 Temp Funds Muni Fund 7.23
1983.12-01 Temp Funds Muni Fund 3,23
1984-01-03 Temp Funds Muni Fund 6,55
1984-02-01 Temp Funds Muni Fund 10.67
1984-03-01 Temp Funds Muni Fund 3.13
1984-04-02 Temp Funds Muni Fund 6.35
1984-05-01 Temp Funds Muni Fund 9,90
1984-06-01 Temp Funds Muni Fund 3.79
1984-07 -02 Temp Funds Muni Fund 7.07
1984-08-02 Temp Funds Muni Fund 11.41
1984-09-04 Temp Funds Muni Fund 4.13
1984-10-01 Temp Funds Muni Fund 3.93
1984-11-01 Temp Funds Muni Fund 8.38
1984-12-03 Temp Funds Muni Fund 3.50
1985-01-02 Temp Funds Muni Fund 7.61
1985.02-01 Temp Funds Muni Fund 12.12
LI,U: 1 ~)J. PisE 268
..-....
1985-03-01 Temp Funds Muni Fund 3,75
1985-04-01 Temp Funds Muni Fund 6.61
1985-05-08 Temp Funds Muni Fund 10,15
1985-06-04 Market Square Cash Manager 1 2.91
1985-06-04 Temp Funds Muni Fund 0.69
1985-07-02 Market Square Cash Manager 1 8,04
1985-08-02 Market Square Cash Manager 1 13.29
1985-09-04 Market Square Cash Manager 1 3.93
1985-10-03 Market Square Cash Manager 1 6.63
1985-11-05 Market Square Cash Manager 1 8.36
1985-12-10 Market Square Cash Manager 1 4.64
1986-01-07 Market Square Cash Manager 1 9,17
1986-02-05 Market Square Cash Manager 1 13.82
1986-03-04 Market Square Cash Manager 1 4.66
1986-04-04 Market Square Cash Manager 1 8.64
1986-05-05 Market Square Cash Manager 1 12.47
1986-06-03 Market Square Cash Manager 1 3,52
1986-07-03 Market Square Cash Manager 1 7.32
1986-08-05 Market Square Cash Manager 1 11. 02
1986-09-03 Market Square Cash Manager 1 3.19
1986-10-03 Market Square Cash Manager 1 6,02
1986-11-05 Market Square Cash Manager 1 6.58
1986-12-02 Market Square Cash Manager 1 3.25
1987-01-05 Market Square Cash Manager 1 6.90
1987-02-02 Market Square Cash Manager 1 10.18
1987-03-03 Market Square Cash Manager 1 3.09
1987-04-03 Market Square Cash Manager 1 6,31
1987-05-04 Market Square Cash Manager 1 9.36
11,t~ 1'24 pm -~'70
. .
fl' ..
1987-06-03 Market Square Cash Manager 1 2,71
1987-07-03 Market Square Cash Manager 1 7,19
1987-08.03 Market Square Cash Manager 1 11. 09
1987-09-02 Market Square Cash Manager 1 3,77
1987-10-01 Market Square Cash Manager 1 6.86
1987-11.02 Market Square Cash Manager 1 5,77
1987-12-02 Market Square Cash Manager 1 3,17
1988-01-04 Market Square Cash Manager 1 7.16
1988-02-01 Market Square Cash Manager 1 10,13
1988-03-02 Market Square Cash Manager 1 2,97
1988-04-04 Market Square Cash Manager 1 1.14
1988.04-05 Temp Funds Muni Fund 4.29
1988-05-03 Temp Funds Muni Fund 12,05
1988-06-01 Temp Funds Muni Fund 8.25
1988-07-01 Temp Funds Muni Fund 10.80
1988-08-01 Temp Funds Muni Fund 14.08
1988.09-01 Temp Funds Muni Fund 9.18
1988-10-04 Temp Funds Muni Fund 11.43
1988-11-03 Temp Funds Muni Fund 11,38
1988-12-05 Temp Funds Muni Fund 9.27
1989-01-05 Temp Funds Muni Fund 13,98
1989-02-03 Temp Funds Muni Fund 17.42
1989-03-02 Temp Funds Muni Fund 9.28
1989-04-05 Temp Funds Muni Fund 15.30
1989-05-03 Temp Funds Muni Fund 19.21
1989-06-05 Temp Funds Muni Fund 11. 64
1989-07-07 Temp Funds Muni Fund 14.19
1989-08-02 Temp Funds Muni Fund 17.69
1.~~4 P~GE -:J.p,-
1.13E~ 2.1
1989-09.05 Temp Funds Muni Fund 9,75
1989-10-05 Temp Funds Muni Fund 11,75
1989-11-02 Temp Funds Muni Fund 11,35
1989-12-04 Temp Funds Muni Fund 9.66
1990-01.04 Temp Funds Muni Fund 12.54
1990-02-05 Temp Funds Muni Fund 16.31
1990-03-02 Temp Funds Muni Fund 8.28
1990-04-04 Temp Funds Muni Fund 13,02
1990-05-02 Temp Funds Muni Fund 16.96
1990.06-04 Temp Funds Muni Fund 9.79
1990-07-03 Temp Funds Muni Fund 12,42
1990-08-03 Temp Funds Muni Fund 15.71
1990-09-06 Temp Funds Muni Fund 9.49
1990.10-04 Temp Funds Muni Fund 12.10
1990-11-02 Temp Funds Muni Fund 12,89
1990-12-05 Temp Funds Muni Fund 11,10
1991-01-03 Temp Funds Muni Fund 13,07
1991-02.04 Temp Funds Muni Fund 13,99
1991-03-04 Temp Funds Muni Fund 6.58
1991-04-02 Temp Funds Muni Fund 9.94
1991-05-01 Temp Funds Muni Fund 11.65
1991-06-04 Temp Funds Muni Fund 6.81
1991-07-02 Temp Funds Muni Fund 7.97
1991-08-02 Temp Funds Muni Fund 10,39
1991-09-04 Temp Funds Muni Fund 6.10
1991-10-01 Temp Funds Muni Fund 8.32
1991-11-01 Temp Funds Muni Fund 421.15
------------- 2,221.63
l.I~tf' 1.'24 P.\Gf r;n~
r.. , 1_
-11-
:
Other:
1982-05.07 Municipal Bond Fund 784,14
1982-06-04 Municipal Bond Fund 756.05
1982-07-07 Municipal Bond Fund 742,31
1982-08-05 Municipal Bond Fund 789.12
1982-09-09 Municipal Bond Fund 848.16
1982-10-05 Vernie M, Brinton Estate - 310,44
Income Cash
1982-10-07 Vernie M, Brinton Estate - 10,38
Income Cash
1982-10-08 Municipal Bond Fund 745.87
1982-11-04 Municipal Bond Fund 1,013,16
1982-12-07 Municipal Bond Fund 778.07
1982-12-08 Municipal Bond Fund 150.47
1983-01-10 Municipal Bond Fund 958.90
1983-02-03 Municipal Bond Fund 988.14
1983-03-02 Municipal Bond Fund 927.42
1983-04-05 Municipal Bond Fund 926,46
1983-05-04 Municipal Bond Fund 881,29
1983-06-01 Municipal Bond Fund 909.44
1983-07-06 Municipal Bond Fund 877 . 68
1983-08.02 Municipal Bond Fund 881. 08
1983-09-06 Municipal Bond Fund 844.72
1983-10-04 Municipal Bond Fund 878.72
1983-11-02 Municipal Bond Fund 867.97
1983-12-05 Municipal Bond Fund 862,79
1984-01-04 Municipal Bond Fund 867.83
1984-02-02 Municipal Bond Fund 852.78
1984-03-02 Municipal Bond Fund 842.26
-12- i
U5i.!': .\..,1. ?!.r.f 273
.1.. ~,l,..
I
Ii
.......-:..
,
1984-04-03 Municipal Bond Fund 846,15
1984-05-02 Municipal Bond Fund 859,66
1984-06-04 Municipal Bond Fund 848,77
1984-07-03 Municipal Bond Fund 844.08
1984-08-02 Municipal Bond Fund 845,43
1984-09-05 Municipal Bond Fund 841. 21
1984-10-02 Municipal Bond Fund 865.26
1984-11-02 Municipal Bond Fund 862.02
1984-12-04 Municipal Bond Fund 864.35
1985-01-02 Municipal Bond Fund 868.59
1985-02-04 Municipal Bond Fund 872,62
1985-03-04 Municipal Bond Fund 862.48
1985-04-02 Municipal Bond Fund 866.67
1985-05.09 Municipal Bond Fund 861. 37
1985-06-05 Municipal Bond Fund 838.19
1985-07-03 Municipal Bond Fund 831. 99
1985-08-05 Municipal Bond Fund 821,25
1985-09-05 Municipal Bond Fund 841. 75
1985-10-07 Municipal Bond Fund 851.35
1985-11-05 Municipal Bond Fund 874.62
1985-12-04 Municipal Bond Fund 861.11
1986-01-07 Municipal Bond Fund 865.47
1986-02-04 Municipal Bond Fund 859.68
1986-03-05 Municipal Bond Fund 847,24
1986-04-02 Municipal Bond Fund 820.80
1986-05-02 Municipal Bond Fund 836,86
1986-06.04 Municipal Bond Fund 826.74
1986-07-07 Municipal Bond Fund 826.44
-13- d
'~I 2'7.i
1I3l? 3 -',e P~r.E
. ..... I ,I. L
'.
'.
1986-08-04 Municipal Bond Fund 839.72
1986-09-03 Municipal Bond Fund 826.69
1986-10-02 Municipal Bond Fund 802,49
1986-11-04 Municipal Bond Fund 820,90
1986-12-03 Municipal Bond Fund 785.54
1987 -01-06 Municipal Bond Fund 791.80
,
I
1987-02-04 Municipal Bond Fund 791,64 i
I
\. ..
1987 _03-04 Municipal Bond Fund 773.14 l":..
,
1987.04-06 Municipal Bond Fund 772.90 \
I
1987-05-08 Municipal Bond Fund 797,08
1987-06-03 Municipal Bond Fund 795.67
1987.07-02 Municipal Bond Fund 819,39
1987-08-04 Municipal Bond Fund 779.22 I
I
1987-09.02 Municipal Bond Fund 788.62 I
1987-10-01 Municipal Bond Fund 774,30 \
1987 -11-03 Municipal Bond Fund 784,22 \
1987-12-02 Municipal Bond Fund 783,12
1988-01-05 Municipal Bond Fund 777 ,63
\
1988-02-02 Municipal Bond Fund 781.14
1988-03-02 Municipal Bond Fund 774.25
I
1988-04-04 Municipal Bond Fund 775.21 i
,
1988-05-03 Municipal Bond Fund 767.60
1988-06-02 Municipal Bond Fund 765.52
1988-07-05 Municipal Bond Fund 774.97
1988-08-02 Municipal Bond Fund 775.69
1988-09-02 Municipal Bond Fund 770.10
1988-10-20 Municipal Bond Fund 762.71
1988-11-02 Municipal Bond Fund 763.09
11,[~ 1 ?/t ?loGE 27514-
1988-12-02 Municipal Bond Fund 766.96
1989-01-04 Municipal Bond Fund 764,76
1989-02-02 Municipal Bond Fund 759,90
1989-03-01 Municipal Bond Fund 763.68
1989-04-04 Municipal Bond Fund 767.83
1989-05-02 Municipal Bond Fund 752,39
1989-06-02 Municipal Bond Fund 762.75
1989-07 -05 Municipal Bond Fund 764,44
1989-08-02 Municipal Bond Fund 757.99
1989-09-05 Municipal Bond Fund 758,89
1989-10-03 Municipal Bond Fund 762.98
1989-11-02 Municipal Bond Fund 757.35
1989-12-04 Municipal Bond Fund 758,37
1990-01-04 Municipal Bond Fund 759.82
1990-02-02 Municipal Bond Fund 757.46
1990-03-02 Municipal Bond Fund 756,42
1990-04-03 Municipal Bond Fund 760.69
1990-05-02 Municipal Bond Fund 750.20
1990-06-04 Municipal Bond Fund 751.16
1990-07 -03 Municipal Bond Fund 753,70
1990-08-02 Municipal Bond Fund 755,02
1990-09-05 Municipal Bond Fund 753.46
1990-10-02 Municipal Bond Fund 759.87
1990-11-02 Municipal Bond Fund 706.55
1990-11-06 Common Stock Collective 24.98
Investment Fund
1990-12-04 Municipal Bond Fund 662.96
1990-12-05 Common Stock Collective 79.99
Investment Fund
1I,[~ 1'24 p.',r,r 2'76 -15-
1991-01-03 Municipal Bond Fund 665.80
1991-01-04 Common Stock Collective 72,04
Investment Fund
1991-02-04 Common Stock Collective 50,11
Investment Fund
1991-02-04 Municipal Bond Fund 663,77
1991-03-04 Common Stock Collective 80,18
Investment Fund
1991-03-04 Municipal Bond Fund 660.38
1991-04-02 Municipal Bond Fund 661. 26
1991-04-03 Common Stock Collective 69.33
Investment Fund
1991-05-02 Municipal Bond Fund 657.79
1991-05-03 Common Stock Collective 57.24
Investment Fund
1991-06-04 Municipal Bond Fund 654,50
1991-06-06 Common Stock Collective 93,56
Investment Fund
1991-07-02 Municipal Bond Fund 653.26
1991-07-03 Common Stock Collective 46.81
Investment Fund
1991-08-02 Common Stock Collective 43.96
Investment Fund
1991-08-02 Municipal Bond Fund 657.93
1991-09-04 Common Stock Collective 82.87
Investment Fund
1991-09.04 Municipal Bond Fund 659.16
1991-10-03 Municipal Bond Fund 658.29
1991-10-04 Common Stock Collective 49.98
Investment Fund ----..-------- 92,290.94
.................. .......-
Total Receipts of Income 94.512.57
----------
liSt;? t ~.~,1 p~r,[ 2'7'7
-16-
DISBURSEMENTS OF INCOME
1982-09-07 Dauphin Deposit Bank and Trust
Co. - Commission
1983-05-24 Dauphin Deposit Bank and Trust
Co, - 1982 Fiduciary Income
Tax Return Preparation Fee
1983-10-06 Dauphin Deposit Bank and Trust
Co, - Commission
1984-02-10 Dauphin Deposit Bank and Trust
Co. - 1983 Fiduciary Income
Tax Return Preparation Fee
1984-05-24 1984 Personal Property Tax
1984-09-05 Dauphin Deposit Bank and Trust
Co. - Commission
1985-04-24 1985 Personal Property Tax
1985-06-07 Dauphin Deposit Bank and Trust
Co. - 1984 Fiduciary Income
Tax Return Preparation Fee
1985-09-05 Dauphin Deposit Bank and Trust
Co, - Commission
1985-10-01 Dauphin Deposit Bank and Trust
Co, - Commission
1986-06-16 1986 Personal Property Tax
1986-06-25 Dauphin Deposit Bank and Trust
Co. - 1985 Fiduciary Income
Tax Return Preparation Fee
1986-09-29 Dauphin Deposit Bank and Trust
Co. - Commission
1987-04-23 Dauphin Deposit Bank and Trust
Co. - 1986 Fiduciary Income
Tax Return Preparation Fee
1987-09-29 Dauphin Deposit Bank and Trust
Co. - Commission
1988-07-20 Dauphin Deposit Bank and Trust
Co. - 1987 Fiduciary Income
Tax Return Preparation Fee
U3E~ 124 pm 278
-17-
443,13
85.00
889,41
88.00
6.80
848.06
6,80
82.00
348.17
551,78
5.16
88.00
868.15
85.00
1,184.13
85.00
I
~ . . I
, .
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
1982-05-03 Mary B. Hinkle - Income 224.38
Distribution
1982-08-02 Mary B. Hinkle - Income 2,849.03
Distribution
1982-11-03 Mary B. Hinkle - Income 2,392,70
Distribution
1983-02-02 Mary B. Hinkle - Income 2,900.60
Distribution
1983-05-04 Mary B, Hinkle - Income 2,842.02
Distribution
1983-08-02 Mary B. Hinkle - Income 2,583,41
Distribution
1983.11-02 Mary B. Hinkle .. Income 1,737.21
Distribution
1984-02-02 Mary B, Hinkle - Income 2,619.04
Distribution
1984-05-02 Mary B. Hinkle - Income 2,472.57
Distribution
1984-08-02 Mary B. Hinkle - Income 2,556.57
Distribution
1984-11-02 Mary B. Hinkle - Income 1,731.69
Distribution
1985-02-04 Mary B. Hinkle - Income 2,618,19
Distribution
1985-05-01 Mary B, Hinkle - Income 2,605.33
Distribution
1985-08-01 Mary B. Hinkle - Income 2,471.34
Distribution
1985-11-01 Mary B. Hinkle - Income 1,638,25
Distribution
1986-02-03 Mary B, Hinkle .. Income 2,623.37
Distribution
1986-05-01 Mary B. Hinkle - Income 2,554,84
Distribution
1986-08-01 Mary B. Hinkle . Income 2,420.19
Distribution
-19t13l': 12.i P.\Gf 280
, .
.., ".
1986-11-03 Mary B. Hinkle. Income 1,620.98
Distribution
1987-02-02 Mary B, Hinkle T/A . Income 2,414.97
Distribution
1987-05-01 Mary B. Hinkle T/A - Income 2,272.26
Distribution
1987-08-03 Mary B, Hinkle T/A . Income 2,431. 40
Distribution
1987-11-02 Mary B. Hinkle T/A - Income 1,179,73
Distribution
1988-02-01 Mary B. Hinkle T/A . Income 2,361.07
Distribution
1988-05-02 Mary B. Hinkle T/A . Income 2,349.13
Distribution
1988-08-01 Mary B. Hinkle T/A - Income 2,172.19
Distribution
1988-11-01 Mary B, Hinkle T/A - Income 1,182,60
Distribution
1989-02-01 Mary B. Hinkle T/A - Income 2,329.44
Distribution
1989-05-01 Mary B, Hinkle T/A - Income 2,333.41
Distribution
1989-08.01 Mary B. Hinkle T/A - Income 2,314.24
Distribution
1989-11-01 Mary B, Hinkle T/A - Income 1,034.18
Distribution
1990-02-01 Mary B, Hinkle T/A - Income 2,309.09
Distribution
1990-05-01 Mary B, Hinkle T/A - Income 2,301.80
Distribution
1990-08-01 Mary B. Hinkle T/A . Income 2,169.23
Distribution
1990-11-01 Mary B. Hinkle T/A - Income 1,150,86
Distribution
1991-02-01 Mary B. Hinkle T/A - Income 2,249.38
Distribution
1I5ti~ 1.'24 pm 281 I
-20-
t;
. .- -
'--- .
.. .. .
1991-05-01 Mary B. Hinkle TIA - Income
Distribution
2,189,31
1991-08-01 Mary B. Hinkle TIA - Income
Distribution
2,189.59
------------- 82t395.59
Total Distributions of Income
82,395,59
------
liSt': 1'~4. PI,r.E 282 -21-
\, ~, ..
Cash:
Uninvested
Temp Funds Muni Fund
INCOME BALANCE ON HAND
Current
Value
11/27/91
4,61
1,300.00
. .. .
Fiduciary
Acquisition
Value
4.61
1,300,00
1,304,61 1,304.61
------------ -------
1.13ER 12/),. pm 283
-22-
: I
l,i
".
.'
. ~. .
AFFIDAVIT
Dauphin Deposit Bank and Trust Company, Trustee under the Last
Will and Testament of VERNIE H, BRINTON, deceased, hereby declares under
oath that said Trustees have fully and faithfully discharged the duties
of their office; that the foregoing Account is true and correct, and
fully discloses all significant transactions occurring during the
accounting period; that all known claims against the Trust have been
paid in full; that, to their knowledge, there are no claims now
outstanding against the Trust; and that all taxes presently due from
the Trust have been paid.
.,., . /7
';;;.' fi?.-nA." ;<./ C./-:>t4<<"A-;1C. . ,.4 ,~.p of' 1:(7.
Dauphin Deposit Bank and Trust Company
Subscribed and sworn to by
before me
this d!i-day Lt(!l.~-299 L
,0'
.,.......,.~:71,~...
,,' .~\1..,\!>Jf:........
"tt,1'tt...ir,. i'...'I,......
-/"Q..~"..........:.....I...,......
:-'):"1(.;.........,.. .......:....:,.......
"~:'" . .....,." ,,-?
(1~{(;V,~/:;;~.,j;:.~)
.' ..,.\ ,....."W.'./~...;j.:
-... "::.....,.:t~:.:~--. ; ...~~."';:tt.li
". v." .,./l~".' ,"'.
.....'.(~..........<:>v,/
.....:' 1'. p\l ,....'
.....,..,.."....
Ncl2IialSeal
M3IY AnnArdelSOll, NolaJY Nlic
Hart.sbullJ, O""","Jn COuntY
My CommisSiOn Elt;jms Qd.30, 1994
Aambl", . """"y,vw,i.AsSCCialiOO 01 Notal1oS
1.13l" 1.24 Phr.[ 28'~
-23-
I
I
~"c:'tJ-~
E S Q) 'co ~ ...
~ c:::= ~-.$!
o .;: c c u
u m .-
~
\~
f)
1
~
I
......
~
~ ~
~ o-l ~
11< l>< ...
~ ~ E
~ II Q
~ ~ ~
H U C,)
~ ! ~
~ fol ~
i!l ~ 0
""
.!! Co;a I! .a
'5.8Oil1 .
lij ;'S=!
''''jSI
ill"ll
imd
1IIIIj
II I! I~
.I, 'I
lit I!i
~~ ~
~~~~ 1
~~~~ ~
~!m~
~~~i~J
HI'li!l~
<I.l .
~i!l!t;~
ro.=~ ~"i
~ 0 J",
1'lC,)
~
..r~ ?7'
au).(s '4P,M9.19lt UOllnqIJlr;n~ JO 91"
..~4:>s p~OdOJd 4lJM aOUOpJo:;t,:>g UI
~~09p UO!mqfJ~SIP pue ~~I~
,""W',..,O:J lunao:>" ~6'IC-1
:-_ r :-
,-
f-:<_ ,
>d
-
'"
'r',
'n
';n
..,.
r....
=
rr!
:-0
""1
:~-l
'.0
"
-
w
."
-0 ':)
,;
'.~
-.'
I
~
c:
o
Cj)a:l
ro :!::~
(;-.) 0 8.
u, a.~
'-' Q)l:)
0.: Q11;
--loi ~
" c:
C\~ :E >l
"M a. 0
..~ ::J
'" 8
<c.
~~
"
~
~
~
~
.. .~. . -. .
-.
}?ECEi\,.'2D :.",.
." . ; 'Jr:?
F:'?-~vQ)'M
,., '~J If
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
ERNEST D. PREATE, Jr.
ATTORNEY GENERAL
January 9, 1992
Reply To:
Charitable Trusts and
Organizations Section
21 S. 12th St., 3rd Floor
Philadelphia, Pa. 19107
Telephone: (215) 560-2402
~
Evelyn S. Harris, Esquire
BUCHANAN INGERSOLL, P.C.
30 North Third Street
Eighth Floor
Harrisburg, PA 17101
Re: Estate of Vernie H. Brinton, deceased
Trust under Will
Dear Ms. Harris:
Receipt is acknowledged of your recent notice regarding the
charitable gifts in the above matter.
I have reviewed the Account and other material submitted
and, on behalf of the Attorney General as parens patriae for
charities, would advise you that this office is without
objection to confirmation of the Account as stated.
~
ve~ ~rUIY yours, /~
~/~// ./'~/ /'
~~~ ;A~~
Charles E. Donohue
Deputy Attorney Gen~fal
CED: jak
REAPPRAISAL DUE TO DEATH OF MARY
B. HINKLE, LIFE TENANT,ON 9/19/91.
I flU NUMBIR
//-/CJO-.;L..
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
.lV.I~OO fir. (,.';OJ
9..~_ .~
1ft. 4.,,,
~- ..".
COMMONWf...tH~ Of P[NN5't'l"'ANI'"
D[PAfI:'~EN' Of REVENUE
POST OffiCE IOk 8321
HARRI5IUII_G. P. 1110,Un7
DECfOfNI'S NAME (lAST. fIRST. AND \lIOal( INlIlAlI
21-80-0504
..
z
..
Q
..
U
..
Q
YEAR
NUMBER
BRINTON, VERNIE M.
SOCIAl SECURity NI.lMIU
114J COLUMBUS AVENUE
LEMOYNF., PA 17043
/C,,'" CUMBERLAND
IX) 3,
05.
jOAfE Of OEAfHjOA'f Of BIRTH
I 7-18-80 I
U 2. Supplemental Return
172-01-1353
o I. Original Return
o 4. limited estote
..
..
~S'"
u"'..
.....u
:00
v"'...
.....
...
C
Remainder Return
(for do.., of dea.h prior '012.13.82)
Federal eSlate Tox
Return Required
Totar Number of Saf. Deposit BOKes
o Ao, Future Inter.s, Compromise
(lor da'e, of dea,h aher 12.12.82)
06. Decedent Died T.,'ale 0 7. oeceaenl Maintained 0 Li\'ing Tru.'
IAl/och copy of Willi (AI/ach copy of Tru")
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME DAUPHIN DEPOS IT BANK & TRUST COMPANY COM"" MAILING 'DD'E s
ATTN: DENNIS H. ANSPACH, AVP & T.O. P,O. BOX 2961
""HONENUM'" HARRISBURG, PA 17105
_8,
I ..
<II:!
....
"'Q
"'z
00
v...
255-2230
1. Real e"o'e (Schedule AI ( I)
2. S'ock, and 80nd, (Schedule 8) ( 2)
3. Cla,ely Held S'ock/Parln...hip In'ere" (Schedule C) (3)
4. Mor'gage, and Na'e, Receivable (Schedule D) ( 4)
5. Cosh, 80nk Deposits & Mi5Cellaneous Personal Property( 5)
(Schedule EJ
6. Join'ly Owned Properly (Schedule F) ( 6)
7. Tran,fe.. (Schedule G) (Schedule l) ( 7)
8. T otol Gross Auets (rolallines 1-7)
9. Funeral Expenses, Administrative Com_ Miscellaneous ( 9)
EApense' (Schedule H)
10. Deb". MOrlgage liabili'i.., lien, (Schedule I) (10)
II. T 0'01 Deduclion, ('0'01 line, Q & 10J
12. Net Value of Enate (line B minus line 111
13. Cho.rj.oble and Governmenlal Bequests (Schedule JI
t.4. Net Value Subject to To:.: Iline 12 minl.is line 13)
15. ArJlount of line 14 taxable of 6% rate (15)
(Include value, from Schedule K or Schedule M.)
16. Amounl of line 14 laAable a' 15% ralt (16)
(Include ...alues from Schedule K or Schedule M.)
17. Principal lax due (Add lax from line 15 and from line 16.)
1 B. Credirs Prior Po)'menh Discount
'" i'l
",-J
~ . .
,-:" j;-)
-:-_, ..,
N ,
0 .'
, .,
.,
.. r'-I
.,
.,
143.496.09
z
o
;:
c
oJ
::l
..
i:
C
V
..
'"
(8) 141.496.09
(11)
(12) 141.496.09
(13) --116,996.09
(14) 26.500.00
x.06 =
26,500.00
3,975.00
z
o
;:
:!
::l
...
~
o
V
)(
:!
X .15 =
(17)
1. 97~. 00
Interest
+ (I~
19. If line 18 is greoter than line 17, onter the difference on line 19. This is the OVERPAYMENT. (19)
a:JIlIf:r.r.:l~".I".I_'l.'ll.'U"'~.I'I'I~""h.'.'.Inr.r.Ir.'I_.1ol'I_'.""'!.I.~.-""(>l'1~
20. If line 17 is greater than line 18, enter the difference on line 20. This is ,he TAX DUE,
A. Enter ,he interesl on Ih~ bolonce due on line 20A.
B. En'er 'he '0101 of line 20 and 20A on line 208. Thi, i, ,he BALANCE DUE.
Make Check Payable 10: Revl,ter af Will.. AvenI
(20)
(20A)
(20BI
1.97~.00
.. ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH...
U~der penoW" 01 perjury, 1 declare 'ha' I hove ..om;ned 'h;, return, ;nclud;ng accompony;ng "hedule, and .,'.IOmenh. and '0 'he be" 01 my knowledge and bel;ei;
" " !rue, correcl ond complele. I dedare .ho' all reol e"o'e ho. been reported a' 'rue mor.., volue. Oeclaro".n 01 preporer o.her ,hon 'he p....na' repre,en'a'ive i,
baled on all information of which prepare, has any knowledge.
~ W 'D~PW;Yi"'<<~ ''1;' ''t~B~i.lU~., T~'ll'~IfEE P.O. BOX 2961 D."
~ ,;Jot: HARRISBURG, PA 17105 2/3/92
IG~A UR , PR ARE HER THAN R PRJS N ... IV ADORn
DENNIS H. ANSPACH, AVP & T.O.
DATE
v
,
..
,
REV-1547 EX AFP (1-91).
CDfOtONWEAL TH OF PENNSVLYAHJA
OEPARTHEHT OF REVENUE .
BUREAU OF IHDIVIDUAL TAXES
DEPT. 2110601
HARRISBURG, PA 17128-0601
ACN 102
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX
DATE 04-27-92
ESTATE OF FILE NO.
DATE OF DEATH 07-18-80 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS, "AKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
DAUPHIN DEPOSIT BK & TR C
C/O DENNIS H ANSPACH
PO BOX 2961
HBO PA 17105
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount RI..ltt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV=is'4j-EX-AFP--n:'-9'ir-rioi'icE-iiF'-iNHERYfANi:€-i'iii-APPRAYsEHEN;:~nALLoIiANc€-ijii'n_--_______m__-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRINTON VERNIE M FILE NO. 21 80-0504 ACN 102 DATE 04-27-92
If an assessment was issued previouslY, lines 14, 15 and/or 16 and 17 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 taxabl. at 6~ rat.
16. Allaunt of Line 14 taxable at 15% rate
17. Principal Tax Due
TAX RETURN WAS: I X) ACCEPTED AS FILEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN
1. Rool Est.t. ISchodulo A) (1)
2, Stocks .nd Bonds (Schodul. B) (2)
3. CloSlly Hald Stack/Partnership Int.r.st (Schedule C) (3)
4. Mortgag../Not.. Rlclivable (Schedule DJ (4)
5. Cash/Bank Deposita'Misc. Parsonal Property (Schedule E) (S)
6, Jolntl~ Oonad P.opo.t~ (Schodulo F) (6)
7. Transfers (Schedule G) (7)
8. Totel As.ets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense./Administrative Costsl
Hiscallaneous Expense. CSchedule H) (9)
10. Dobts/Ho.tg.go Llabl1ltl.s/Ll.ns (Schodulo I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. CharUabl./Govarnlllent.l Bequasts CSchadule J)
14, Not V.lu. of Est.t. Subjoct to T.x
NOTE:
(15)
(16)
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT I')
INTEREST (-)
02-20-92
677175
64.43-
( I CHANGED
~.- ;
~
,-',
. DO'
143.496.09.
.00
.00
. DO'
.00
.00
(8)
~
I
--.J
143.496.09
,DO
. DO
Ill)
(12)
(13)
(14)
,00
143,496,09
116,996,09
26,500.00
.00X,06=
26,500.00 X.1S =
(17)
.00
3,975,00
3.975.00
AMOUNT PAID
3,975,00
INTEREST IS CHARGED FROM 02-21-92 TO 05-12-92
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM,*
TOTAL.TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
3,910,57
64,43
1.30
65,73
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONA~ INTEREST,
IF TOTAL DUE IS lESS THAN $1, .NO PAyr,ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)
,..
.,
RESERVATION:
Eltatel of dle.dent, dying on O~ before Oecl.bar 12, 1982 -- If any future Inter..t In the ..tata 1. tran,farr8d
In poI.I.lion or enjoy.ant to Cia. I 8 (collateral) banafielarl.. of thl decedent after the Ixplration of any ..tata for
11f. or for y..r., the Co..onw..lth hareby expressly rl.lrVI. the right to apprals. and ."0" transfar Inharltanc. Tax..
at thl lawful t1a.. B (collatlral) rat. on any such future lnter..t.
PURPOSE OF
NOTICE:
To fulfIll thl requir..ants of Slctlon 174Q of the Inheritance and E,tat, Tax Act, Act 255 of 1982. 72 Pa. C.S.
Section 1740.
Detach thl top portion of thl. Notlel and sub.it with your pay..nt to the Register of Will. printed on thl rIver.. .1~.
--Haka check or Rnlll order p8yable to: REGISTER OF MILLS, AGENT
All pav-ant. rlceivld ,hall first be applied to any Inter.st which .ay b. dug with any r..alndar applied to the tax.
REFUND (CAh A refund of a tax cr.ctlt, which was not r.qu..t.ct on the Tax Asturn, HY be requesbtd by cOlIPlat1ng en "Application
for A.fmd of Penn.ylvanla Inheritanc. and Estate Telt" (AEV-1313). Applications ar. avallabl_ at thII Offlu
of the R.gist.r of Will., any of the 24 R.venu. District Offlc.s, or by calling the .pecial 24-hour
answ.rlng 'Irvic. nuab.r. for far.. ardlring: HEW in PENNSVLYANIA 1-800-362.2050, outsld. Pennsylvania and
within local Harrisburg araa (7171 787.8094.
PAVHENT:
OBJECTIONS: Any party In Int.rl.t not satisfied with the appraise.ent, allowanc. or dl.allowance of d.ductlons, or a......ant
of tax (Including discount or intlr.st) as shown an this Noticl ~.t obj.ct within .iltty (60) days of r.ceipt of
this Notlc. b~l
--wrltt.n prat..t to the PA D.partslnt of Rev.nu., Board of App.als, DEPT. 281021, Harrisburg, PA 17128-1021, OR
-.Ilectian to havI the .att.r d.tar.inad at audit of the account of the plr.onal r.pr..antativ., OR
nappeal to the Orphan.. Court.
AIlIIlM
ISTRATIYE
CORRECTIONS: Factual .rror. di.cov.red on this a.......nt should b. addr....d in writing to: PA Dapart.ant of R.VInU.,
Buraau of Individual Talt.', ATTH: Past A.......nt R.view Unit, DEPT. 210601, Harrisburg, PA 17128-0601
Phon. (717) 787-6505. S.. pag. 3 of the booklet "Initructions far Inh.rltanc. Talt R.turn far a R.sIdant
Dec.dent" (REY-lS01) far an eltPlanatIan of adainI.tratively corr.ctable error.,
DISCOUNT:
If any tax due 1. paid within thr.. (3) calendar eonths aft.r the dacadant's d.ath, a five p.rcent (S~) discount of
the tex paid is allow.d.
Int.r..t is chargld beginning with first day of d.1Jnquanc~, or nln. (9) aonths and on. (11 da~ frOll the data of
death, to the data of payaant. Ta~.s which bac... dalinquent b.for. Januar~ 1, 1982 baar inter.st at the rat. of
silt (6Xl p.rcent p.r annua calculat.d at a dally rata of .000164. Ail taxa. which baca.. dllInquent on and aftar
Januar~ 1, 1982 will b.ar lnt.r.st at a rate which will vary fro. calandar ~aar to callndar y.ar with that rat.
announc.d b~ the PA Dapart..nt of Rav.nue. The applicabl. Int.r..t rates for 1982 through 1992 ar.:
IHTEREST:
'!!!r Int.n.t Rat. Daily Inter.st Factor ~ Intarlllt Rate Dally Int.rnt Factor
1982 20X .000548 1986 10:C .000274
1983 16:C .000431 1917 .. .000247
1984 11:C ,000301 1911.1991 U:C .000301
1985 In .000356 1992 .. .000247
-"Int.r..t is calculBtltt .. fallow.:
INTEREST = BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT.X DAILY INTEREST FACTOR
-"An~ Hotic. I.suad aft.r the talt baco... delinquent will raflsct an lnt.r..t calculation to fiftean (15) da~s
b.~ond tha data of the a.......nt. If pay.ent i_ aade aftar tha Intarl.t ca.putatIon data shown on the
Hatic., additional Intarest .u.t b. calculated.