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:B1-80 \~tn
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of th/l/l!/lf} IJ. &~. ,deceased.
To Register of Wills for the County &f Cumberland, in the Commonwealth of Pennsylvania.
Petitioner(s) is (are) the execut .J:1} named In the Last Will and Testament of
. . dated /.:l~tJ~ /fJtf .
Decedent wa citizen of the United States and a resident of :#At')
Township (Borough), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on the 6 ~ day of itr-~/ A.D. 19~' In the
County of . State of _ L2 at the age of J2. years.
Decedent has been married and has ~ had Chl~ to him (her) since the ex-
ecution of the above described Will. ~ '/
Decedent was possessed of personal property to the value of "1/ ~ :.:tt7. /:7t:JO .0"
and of real estate to the value of ~ .
as near as can be ascertained; said real estate situated as follows
Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
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Name and address-~-u..L- 9<./~/U;/v'~
of pet(e~s) L1..t'~ ,&'~ ~1'.
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Dated
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j
ss
named in above application, being duly _ <f/~~ ~COrding to law say(s) that the
statements set forth in this petition are true to the best of . knowledge and belief.
sworn
and subscribed before
~_~ J
'LU__, ! (/~!/> {VtNiV'\..-/
me~._ october 17
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Filed: october 22, 1980
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Attorney
Dl \H1'NFSS I-IIIEJU;OF, I hdve herennto set rcy hanc
and seal this ~th (1ay of :;eptenbcr, l\. n. )<)110.
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(SEALl
sianed, sealed, publisher an,1 declared by the
above-named \'Ii".RRElI J. BROFI1, a5 and for his Last \'lill and
Testament, in the presence of us, \1ho, at his request and
in his presence, and in the presence of each other, have
hereunto subscribed our nal'1es M; witnesses.
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OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA} ss:
COUNTY OF CUMBERLAND
This, the
l7th
day of
october
A.D. 19~, before me, Register for the
Probate of Wills and Granting Letters of Administration in and for the county of
Cumberland, in the Commonwealth of Pennsylvania, personally came
~d ~ ~m/. who being duly
sworn according to law deposed and say that they are well acquainted with
the handwriting of
Warren J. Brown
whose name is attached as
Testator
to an instrument of writing
purported to be
the Last Will and Testament of
Warren J. Brown
late of
Hampden Township
, deceased
and that the said signature is true and genuine, ~bab\;R~b5~v
~W~191<~
sworn
and subscribed before me,
this 17th day of
XT~d/~,4r~.
october A.D. 19~
0(/U-t-/ (J, ~//H~~
'I / Register
per
Deputy Register
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OATH OF PERSONAL REPRESENTATIVE
. I COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before mc, thc Rcgistcr for thc Probatc of Wills and granting of Lcllcrs of Administration in and for the County of
Cumbcrland, personally came
James D. Brown
who, being duly sworn
, do
dcposc and say that as
Warren J. Brown
Executor
of the last Will and Tcstamcnt of
deceascd
He will wcll and truly administer thc goods and challels, rights and credits of said deceased according to law. And
also will diligcntly comply with the provisions of the law relating to Transfcr Inheritances.
October 17
ubscribed before my
<-<-v~
Be it remembcred that on the
22nd
Register
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DECREE
October
80 _
,A.D.,19_, there was probated and
day of
recorded thc last Will and Testament of
Warren J. Brown
Hampden Township
late of
, Cumbcrland County, Pennsylvania,
James D. Brown
Deceased. Lctters Testamentary wcre grantcd to
Witness my hand and official seal the day and year aforesaid.
~uu(!~
t/ . RegIster
228,
.....,.-..
RE.Y...~' fxt (8-80)
CDMMO~WEAL TH OF PE~~SYLVA~IA
DEPARTME~T OF REVENUE
TRA~SFER I~HERITA~CE TAX
RESIDE~T DECEDE~T
SCHEDULE "B"
PERSONAL PROPERTY
~....
~
'.
(Instructions 011 Revarsa Sida)
ITEM UNIT ESTIMATED DEPARTMENT
NO. DESCRIPTION VALUE MARKET VALUATION
VALUE (OFFICIAL USE ONL YI
1 1973 AMC Hornet Automobile 1000.00 1000.00
2 1977 Shul te Mobile Home 11250.00 11250.00
3 Household furnishings 8OD.00 800.DO
4 Checking Account 015-000453-9 1129.28 1129.28 I
I
5 Savings Account 015-080678-4 1218.79 121B.79 ,
Accrued Interest .80 .80
6 Certificate of Deposit 2500.00 2500.00
Accrued Interest 14.60 14.60
7 Prudential Insurance Policy Harrisburg Steel
Group Policy 1083.81 1083.81
8 Prudential Insurance Policy Individual 1500.00 1500.00
TOTAL $20,497.28 ../..6/ '1'17.zt.
If additionol s ace is necessor use BV" x 11" sheets. AI.:)
Estate of
p
y,
. REV0452 EX+ (3.80)
. C;OMMONWEALTH Of PENNSYLVANIA
. DEPARTMENT OF REYENUE
TRANSfER INHERITANCE TAX
RESIDENT DECEDENT Warren J. Brown
ESTATE OF
SCHEDULE "C"
TRANSFERS
-*
INSTRUCTIONS:
1. Answer the questions on reverse si de.
2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property.
ITEM
NO.
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USE ONLY)
NONE
TOTAL THIS PAGE
NONE
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QUESTIONS CONCERNING PROPERTY TRANSFERS
I. Did decedent, within two years of death, make any transter of any material pari ot his estale without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) .
2. Did decedent, within lwo years of death, transfer property from himself': hersell to himself/herself and another party
or parlies (inclnding a spouse) in joint ownership? (Answer "Ves" or "No".) _
3. If the answer to one or lwo above is "Ves" and the transfers are claimed to be nonlaxable, provide the following
in formalion:
a. Age of decedent at (ime of t1ansfer.
b. Copy of death certificate.
c. Affidavit by the a!lending physician indicaling the state of decedent's heallh al limo of transfer.
d. All other informalion supporting nonlaxability of transler.
4. Did decedent, in his/her Iifelime, make any transfer of property without receiving a valuable or adeQuale consideration
therefor which was to take effect in posseSSion or enjoyment at or aller hiS/her death? (Answer "Ves" or "No".)
a. Was there any possibility that the property transferred might return 10 transferor or his,1wr estate or be subject
to hiS/her power of disposition? (Answer "Ves" or "No".)
b. What was the transferee's age allime of decedenl's death?
5. Did decedent in his/her lifelime make any transter without receiving a valuable and adequale consideration Iherefor
under which transferor expressly or impliedly reserves for his/her life or :lI1Y peried which does in fact end before his/her
death:
a. The posseSSion or enjoyment of or the righlto income from the property tlilnsferred? (Answer "Ves" or "No".)
b. The right to designate the persons who shall possess or enjoy the property IliInsferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five b. alXlve is "Ves," slate whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifelime make a transfer, lhe consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".)
8. Did decedent, at any time, transfer properly, the bEneficial enjoyment of which was subjeclto change, because of
a reserved power to alter, amend, or revoke, or which could rever I to decectenlllnd~r terms of transfer or by operation of
law? (Answer "Ves" or "No".)
9. If the answer to eight above is "Ves," was the power 10 alter, amenu or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".)
. ,
RI;:".454 (1.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "E"
JotNTL Y OWNED PROPERTY
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(lnsrructions on Reverse Side)
Estate of Warren J. Brown
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P
TOTAL E VALUE OF
ITEM R
OESCRI PTlON MARKET \. DECEDENT'S
NO. VALUE INTEREST
1
- -- .-._--.-;;;.:.::=- .
NONE
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rOTAl THIS rAGE NONE
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DEpARTMENT
VALUATION
((lI/icil/llIslI Only)
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INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property arc to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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I, H)\RRE~ J. IlROm~, of thO 'l'O\'mr>>hlL' oj! Ho.lnpdon,
county of ctn:tb~r1.o.nd and State of l'ennflylvan1.:1, b\)1nlJ of
Bound end diopoaing mind, memory nnd tmdorotnndLng, ~o mako,
publish and dcclare this to be my Laut 1'/1.11 (lnd rreoto.mcnt,
hereby revoking and making void all formor ~lil1D o.nd codl-
cils by me at any time heretofore made.
1.
1 direct the payment of ,,11 l'1y just debts /lnd
,
funeral expenses as soon a5 convcnicntlY may be after ~y
decease.
2.
All the rest, residue and rr~ainder of my Estate,
r.O.11, percoonC\1 illl<: r>i"Cll, "!..\t:,,,<,\"" II." 'lhc,C50eVtlr ,;itllate,
shall be converted into cash and distrihuted, 10. equal shares.
among my 500.5, ;r ames D. Brown ill''' l:nbe rt H. IIrown, and
m"
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faithful housekeeper, Jcnnie Stine.
).
I.I\STLY, I nominate, constitute an': ilPpoint 1"'1 5cn,
.Jafl1es D. Brown. to be the El:ecutor of this, my Last voJill and
Testilment.
I f he should predeceasc 1'10, or for any other-
reason ue unable to act as such r:xecutor, 1 appoint wy son,
I'oher.t R. Bro~/Il, tel t.e t.he rxccutnr in hi.s I'lac0 and f.t~;"'.
1 c1ircct thllt nClither of the!" r.hill1 !lC requ;.l'cd tr. file t'oncl
or "ther ;;ecul'ity in the office of the He<listcr of :":1115
fnr the purpose of o1oministcrinCJ 'ff'y f.state.
.
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.
IN '~I'l'NESS \'/IlER}~OF, I have hereunto set my hand
and seal this 4th day of September, A. n. 1980.
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( SEAL)
Siqned, sealed, publishen and declared by the
above-named \'lARREtl J. BROh11, "as and for his J,ast ~lil1 and
Testament, in the presence of us, who, at his request and
in his presenc:e, and in the presence of each other, A'lave
hereunto subscribed our nameS as witnesses.
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REV.51" FO 11.801
~~
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Mr. James D. Brown
R.D. 2, Box 587
Halifax, PA l7032
RE: Estate of
County of
File No.
Warren J. Brown
Cnmbp,.1 :mn
21-80-0681
Dear Mr. Brown:
You ore hereby notified thot the original
appraisement in the estate af Warren J. Brown
has been filed in the office of the Register of Wills of Cumberland
County on September 25 ,19 8l. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
T ronsfers
Total
none
$20.497.28
none
none
$20.497.28
As to such tax that is paid within three months from date of deoth, a five (5%) percent
discount is ollowable. As to ony tax thot remoins 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 rote of six (6%) percent
per onnum is chorged.
Any porty in interest who is oggrieved by this notice may object thereto within sixty days
after receipt of soid notice as provided by Sectian 1001 of the Inheritonce ond Estate Tox Act of
1961,72 P.S. 2485-1001, P.L. 373.
Dote September 25. 1981
s;,.,.c L?~':'~
Titl e Chief Appraiser
NOTE: This is not 0 bill.
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~ REV.1162EX
~. COMMONWEALTH OF PENNSYLVANIA
4 NO K 29743 DEPARTMENT OF REVENUE
. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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~ RECEIVED J D Br E
d FROM amet!. own, xeo .
"'". ADDRESS R. D. #2. Box 587
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TAX AT 6%
TAX AT 15%
TAXAT_%
ESTA TE TAX
Halifax, Pa. 17032
~~~T%I~i.~~Ti1i~C 00 t~b~-6: 1980-------
TOTAL TAX CREDIT $1,167.22
FILE NUMBER
21-80-681
COUNTY
Cumberland
~
m
lESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
DATEOFPAYMENT
Augullt 26, 1981
Karren J. Brown
NAME OF DECEDENT
TOTAL AMOUNT PAID
$1,167.22
POSTMARK DATE
REMARKS.
SEAL
RECEIVED BY
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// SIGNATURE/
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"PAID ON ACCOUNT"
REGISTER OF WILLS
;--------------------------------- -----
I
.",W-8
. .
INVENTORY OF REAL AND PERSONAL EST ATE
_-;l__
=
.In t~r S1llttrr of t~r tetatr Df.......\~?H'.mf!..~.,..I;lX.Qw[J............................................
Cumber land '
laIC ,,( ...;......Hil{1jP.Q~n..T.QWnW;1.i.I1......................in the Counly of,Q'M#t<, Slate of Penna., deceased.
)norntoru of the real and personal eslate which were of the above-named
Warren J. Brown .
....... ........................................................ ................................ deceased. Taken and appraised
lhe .......~.~~...... day of ...~~.~~::~...............1981 . (Date o( dealh .(:=;:\..(,:...\:i.'rd....)
1. 1973 AMC Hornet Automobile 1000.00
2. 1977 Shulte Mobile Home 11250.00
3. Household furnishings 800.00
4. Checking Account 015-000453-9 1129.28
5. Savings Account 015-080578-4 1218.79
Accrued Interest .80
6. Certificates of Deposit #17112 2500.00
Accrued Interest 14.60
7. Prudential Insurance Policy Harrisburg Steel Group
Policy 1083.81
8. Prudential Insurance Policy Individual 1500.00
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TOTAL:
$20497.28
.
, .
RECAPITULATION
20 497.28
Appraised value of Personal Property..................................................................... $ .......1...........
Appraised value of rlla1 eslale ............................................................................... $ .....NRN~.......
Total appraised value .......................................................................................,.. $ ...?Qd~~7...?~
AFFlDA VIT OF PERSONAL REPRESENTk'flVE
County of Dauphin s.:
James D. Brown
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Administrat of Ihe Estale of,...............Warr.en..J....8r.o"m..........................................................
deceased. being duly..........:~.~.:.~..............,............................... according to law, depose and say that the
items appearing in the Inventory indude all of the personal assets whe~ever situate and all of the
real eslate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed opposite
eadt item of said .Inventory represents its fair value as of the date of the decedent's death; and that
dl'cedeul owned 110 real estale outside the Commonwealth of Pennsylvania except that which' appears
in a n1l'morandnm .at the end of the Inventory. . .
...SwCllm..........:..:........... and subscribcd ~ .A, /'
b ' . I' ~")7:(~ d f ....... .... ... .....U.:5~...............
e!l)re nle t liS.......'........................... ay 0 ; EJ:eeutor . Administrator
"0 :t " 81 ' /
........,:<7lJflI.JS .:....;..,.............. A. D. 19........ _ // 'R.D.#2 Halifax Pa. 17032
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.......................~..........I.. ..J...(.;..............((,.....-n-......
i;: DIANA lYNN D EES, Notary Public
, . H.\lIFAX TWP., DAUPHIN COUNTY
MY COMMISSION EXPIRES JAN. 29, 1983 INSTRUCTIONS
Member, Pen.1sylvania Association of Notand
1. An Inventory must be Oled wltbln three months after appointment of personal representative.
2. A 8upplementallnventflry must be Oled within thirty dJya of discovery of additional BssotS.
3. Additional abeetH mny be attached as to personalty or realty.
4. See Article IV. Fiduciaries Act ot 1949.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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COUNTY FilE NO:
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DATE OF DEATH
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Appraised Value of Estate:
Real Estate
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Personal PropertY
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Total Gross Estate
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Total Approved Oeduc:ions
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Clear Valu8 01 Estate
Less: Approved Charitable Exemptions
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Clear Value of Estate Subject to Tax
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Amount Taxable @ 6% Rate
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tax due
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tax due
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Amount Taxeble @ '5% Rate
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TOTAL PENNSYLVANIA INHERITANCE TAX DUE
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A five percent discount totaling
Inheritance Tax is paid by
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will be granted if the
Less Credits:
DATE OF PAYMENT
TAX CREDIT
AMOUNT PAID
DISCOUNT
INTEREST
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Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
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BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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oREV.455 EX. p.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
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Estate of Warren J. BrDwn Date of Death Oct.
WHEN CLAIMING THE FAMI L Y EXEMPTION, COMPLETE THE FOLLOWING:
N/A
Claimant
Claimant's Address at time of Decedent's Death N/A
ITEM DATE NAME OF PAYEE
NO.
1 11-10-80 Brandy Lane Retirement Village
2 11-10-80 Bell Df Pa.
3 11-10-80 P. P. & L.
4 11-10-80 Suburban PrDpane
5 11-1o-BO Gingrich MemDrials
6 11-10-80 Musselman Funeral HDme
7 11-10-80 James D. BrDwn
8 11-10-80 ThDmas Brown
9 5-15-81 Rothman & Shubert Inc.
10 8-5-81 Jackson GastroenterDlo Ltd.
11 8-5-81 Cumberland Law JDurnal
8-5-81 West Shore Times
8-5-81 James D. Brown
8-~-81 David F. DeWees Es uire
Re ister of Wills
an
6. 1980 File No,"
Relationship to Decedent
N/A
REMARKS AMOUNT
Mobile Home Lot Rental (6 mos.)
Final Bill
Final Bill
Final Bill
Grave marker
Funeral Bill
Advertising costs to sell mDbile hom
Cleanin costs fDr sellin car and
mobile home
CDmmissiDn on mDbile hDme sale
Final Bill
Advertisin Letters
Advertisin Letters
ExecutDr's fees
AttDrne 's fees
Administrative Ex enses
Real Estate Taxes Dn mDbile home
67.28
220.00
" 2365.03
100.00
Final Bill
Final Bill fuel Dil
50 00
370 63
7528.11
TOTAL
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
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. SIGNATURE OF FIDUCIARY DATE
{/,OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ 7/).2 Y / /
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GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liobilities incurred by the decedent prior to his/her deoth are deductible ogoinst his/her toxable
estate. In addition to debts incurred uy the decedent or estote, other items arc c10imable including the cost of
administrotion, ottorney fees, fiduciary fees, funerol and burial expenses including the cost of a burial lot, tombstone
or grove marker ond other related buri.al expenses.
All debts being claimed against an estote ore subject to the opproval of the Register of Wills with whom the
Inheritonce Tax Return is.filed. Evidence.to support the decedent's or the estote's liability for the debts being
claimed should be ottached to this schedule.
A fomily exemption moy be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is
no spouse, or if the spouse hos 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 eXllrnption can be claimed by
o parent or parents wha ore members of the same household as the decedent. The family exemption is allowoble only
og~inst assets which pass by 0 will'or by the Pennsylvania Intestote Laws. "
. NOTE: Compensation paid to an estate representative; namely, an executor ar cidministrotar, for ~ervi~es
, performed in odministering an estate is reportoble far Pennsylvania Income Tox purposes. This taxable income
item should be reported on form PA.40.lndividuollncome Tax Retvrn.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the cloimant's name, address ond his/her relationship to
the decedent. Enter "family exemption" in the remarks column and the omount c10imed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt wos incurred and/or paid.
4. Enter the names of each payee.
5. Provide 0 brief explanation in the remorks column for each debt claimed.
6. Enter the omount of each debt being c1oimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE BW' x 11" SHEETS.