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HomeMy WebLinkAbout81-00592 \! ~ ~ ~ , tIl >< ~ .~ i:l: P< ;xl ~ Cl C P ~ :j--! g 0 III . p: ~ ~ tIl N H ~ ~ u In H U ... ',",' .... \ ex) . ,.. C\I .- 0 W ... oftI In . G ~ :! Ji . '" cd ,- ",'" t"')r'l - S;'U ",'" -, ",<> t,.-';j",' ,., ,_0 !,~C: ~.g <Il'" _-\0 i:-'-;>' r~l'l _ 'TJ N li,? ~.~r OJ ''',1:' (I:.!. ',"'-1 " "q J:> .. , , .J::J ,':l -' I . I 'I t , ';. .. t == III r.1 . ...... .:i ~ ~ ~ ~ . ~ ~ . $ :;a = 0 rot ~ ~ <t: .:i . ~ J.:l cc: " ~ ~ ~ ~ ~ ..~ ~ p:< III = l;l t:l . r.1 I ~ '.t t <t: . ~ = ~ ~ ~ ~, ...l ~ Ii ~ ~ ~ cc: <t: ': ~ f ~ ~) ~ 0: .l S ~" ~ 0: II ... ~ .. ". '. , .. , OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Registcr for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came Elsie Bornman who, being duly sworn , do es depose and say that as Executrix Earl A. Brame deceased of the last Will and Testament of s he will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also wi!! diligently comply with the provisions of the Jaw relating to Transfe Inheritances. Sworn and subscribed before me. / , .,~"I September 28 A.D., 19~ ~t.( ',: //f r (!, Register ?" c:r ,..a .-i' '-". . , ...; 'lll roo c,' 0: :,",.- ,<Il '" t...:.~ . ~~ 0.:; .", .-4:- ,.J ILlY U ,~ G:' :~:~ '" cr.::~,' v. 0 0-' uB a..:~-:- ~Q; Fi ~~Jd .. ..J '-' lL 1.0: roo 0 ~; co~ (\I, 1-<' C\I' ,.!oIl <1)' N Oi .....I ""l 8 ~; ;J l!'\ .....I .' r:Q <1): I: ..:1 - .p' ~ .-i: - c., - .~ ro, ~ ~{ ~ <1): I' (I), .-i: I: T-! (\Ii ..:' .~ Iil, 'tl CO '" ~: I , 0 "g ~, Z 0 lf1: ....; u C\t: ! ~ ~ 1 s 'tl ~ - 0 I: .~ on rz. Z tz:l <Xl Dt;CREE Be it remembered that on the 28th day of September recorded the last Will and l'cstament of Earl A. Brame 81 ,A.D.,19_, there was probated and -late of Boroullh of Carlisle ,Cumberland County. Pennsylvania. Elsie Bornman Deceased, Letters Testamentary _were granted to Witness my hand and offic;al seal the day and year aforesaid. . . 602 4) l " (;' ..-.: " J ~. 'It". /" ~/7 {~ .,:;" ~:~.L-'-:~ . . RCJIS\er GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible agoinst his/her taxable estate. In addition to debts incurred by the decedent or estate, ather items ore claimoble including the cast of administration, attorney fees, fiduciary fees, funerol and burial expenses including the cost of a burial lot, tombstone or grove marker and other related buriol expenses. All debts being claimed ogainst an estote ore subject to the approval of the Register of Wills with whom the Inheritance Tox RetlHn 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 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 righis, then ony child of the decedent who is a member of the same household can claim the exemption. In the e',cnt there is no such spouse or child, the eXllmption con be claimed by o parent or parents who ore members of the some household os the decedent. The family exemption is ollowoble only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to an estate representotive; namely, on executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This toxable income' item should be reported on farm PA.40.lndividuallncome Tax Return. t"" ~ tl ('l ~ t'1 ~ ;S z 0 0 Vl Cl ('l c:: tl ~ z 3: z !::: t'1 t'1 ~ Z :<l 9 - 9 z Z t'1 "" t'1 "" z 9 "" -:: t'1 - 9 Vl <Il Z 0 Vl 0 "" 9 'T1 'T1 :ICI (') (') t'1 ~ Vol ~ Pl Pl - :J, ,... ,... t1 t1 0 <=:( Vol 00 ,... ,... ,... Z ro t". t1 rn :> ,... ,... Pl III .. , ::s I:l:l ,--. C:. , i~~", "..-. p.. t1 .~ <':'0, = ' ", "d t1 Pl l..:~' "I"i: :> III a '" ~ :~jj III III ~ ,... rt co ..... -:: -:: 0 t'1 t'1 ,... :> , w :<l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemplion is being claimed, indicate the cloimant's nome, oddress and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the omount 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 poid. 4. Enter the names of each payee. 5. Provide 0 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, IF ADDITIONAL SPACE IS NECESSARY USE 8'/" . II" SHEETS. Olliee 243,6195 CEonCE L. EBENEn AND ASSDCIATES REALTORS APPRAISER - SALES. PROPERTY MANAGEMENT 139 WEST HIGH STREET CARLISLE. PA. 17013 Oclober 15, 1981 Michael Rundle, Attorney at law 28 South Pitt Street Carlisle, Pa. 17013 Recorded: 24 - Z -206 Re: Earl A. Brame property 146 "F" Street, Carlisle, Pa. Dear Sir: I am a licensed Real Eslate Broker, licensed by the Commonwealth of Pennsylvania, and have been actively engaged in the real estate business for the past twenty years in the Cumberland County area. I am thoroughly familiar with real e~tate values in this area. On Wednesday, September 30, 1981, I inspected the property at 146 "F" Street, Carlisle, Pa., to determine my opinion of .its fair market value as of September 20, 1981, the date of death of Earl A. Brame. The property fronts 100 ft. on the South side of "F" Street and extends 150 ft. in depth to an alley. An alley is also the West boundary of the property and this affords easy access to the basement garage. The homes in the nearby area are in the moderate price range and are well maintained. It is improved with a two bedroom frame home that has been main- tained in an immaculate manner both inside and outside. Entrance from the front door, off the porch, reveals that the floor plan is excellent. Living room on the right and dining room and kitchen to the left. At the rear are the two bedrooms separated by the bathroom. The left rear bedroom has a free standing closet. It is in the (about 45 years). crete floor, a 60 wiring and an old ment garage (with as to the alley. lower level that the age of the property is indicated, It has a laid block foundation, a deteriorating con- amp electric service with lhe original knob and tube commode that is not operable. As indicated, the base- ceiling) is easily accessible from the house as well factors affecting value: The fireplace in the living room is known to be in good operating condition and is very attractive. There are french I'g. 2. Re: Earl A. Brame Eslate doors that open to the front porch from the living room. The attic ceiling is well insulated but it is doubtful that there is any other insulation. The soft \;Qod floors have been protected I.ilh carpeting. The home is very attractive both inside and oulside. An adverse faclor is the furnace (probably original) which was converted from coal to oil some years ago and is forced hot air with no provision for introduction of water to alleviate dryness. Also, the addition of storm windows and doors indicates that the home is easily heated. Street inspection of the roof indicates that it is in good condition but its age is unknown. In my opinion the fair market value of this property was $42,500.00, as of September 20, 1981. I have no interest whatsoever in this property. This opinion is given by me voluntarily and without liability on my part. Yours sincerely, w~~.&L IHlliam N. Baker WNB/jm Encl:. 1 pholo. OG'.l'Ob:;R 1, 1981 ROY D. GOT'l'SHALL, AUC1'IONEEH R. D. # 1 }'OHGE HO.\D BOILING SP:UNGS, PA. APPRASIAL Mr.DE }'OH THE "ESTATE Or' EARL A. BRAf"E\' 146 r' STREET, CARLISLE, PA. ADMIRAL PORTABLE COLOR TV $ 75.00 MAPLE DESK & CHAIR $ 32.50 DRESSER S 20.00 SINGLE HOLT,YWOOD B~:D COI~nETE $ 40.00 NITE STAND $ 7.00 SUl1P PUMP $ 15.00 LAWN I':OWER $ 30.00 WHEELBARROW $ 15.00 4 IN, JOINTER & SAN DE!'l iliil T ON 1 BASE S 150,00 DELTA TABLE SAW $ 80.00 SET OF GOLF CLUBS W/BAG $ 25.00 SMALL BENCH DRILL PRESS $ 45.00 SMALL BAlm SAW $ 32.50 . JIGSIe"1 $ 15.00 ELECT. PL.~J'IER ~ 25.00 ... ROUTER ~ 20.00 .. CRAFTSMAN WOOD LATHE e 90.00 .. MIse. HAllD TOOLS & SHOP IT EI'lS $ 175.00 MW RIDING HO;\'ER S 200.00 1980 CHEVETTE, STANDARD 2 DR. SEDPJ1, AUTO TRANS. RADIO $2800.sIt . THE ABOVE APPRASIAL ~IAS 11.mB BY: ROY D. GO~TSHALL. .;UCTIONBEH .~ '1V~q;'?J~4f ~~...L'./?Il.~ ~ . / ..' .. , /"~k/ / 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 "Yes" or "No".) No 2. Did dece~ent, within tIW years of death, lransfer property from himself! herself to himself/herself and anolher parly or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -1ia.. 3. If the answer to one or two above is "Yes" and the transfers are claimed te be nontaxable, provide the following information: a. Age of decedent at time of transfer. __ b. Copy 0 f death certi fi cate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxabilily of transfer. 4. Did decedent, in hisiher 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 properly transferred might return to transferor or hisiher estate or be stJbject to hisiher power of disposition? (Answer "Yes" or "No".) b. What was the transferee's age at time of 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 properly transferred? (Answer "Yes" or "No".) ~ b. The right to desiro1ate the persons who Shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) 6. If the answer to live 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 "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bmeficial 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 intelest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ). . IlEV-4!1ij l:X~ 110.eo) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "D" BENEFICIARIES (Instmctia11S all Reverse Side) Estate of Earl A. Brame BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Elsie Bornman sister yea 1-5-15 100'1. . 146 "F" Street Carlisle. PA 17013 -------.~. ----------- -------..-- ..-.-..--- . --. -.--....--------- ---~_._-_._.. _....._...----_._._.~--- ..-.-,-----.,-. ----------------- ---- -----..------ ------- ----...-. .. .... --"~-'-"-----'- .. . .. 1..-- . .-.. -.- .. .---.-- - --..-------------... - -- The ebove beneficiaries were living at the time of the decedent's death except for the fnllowing: NAME OATE OF DEATH IhddilionallplCl i. n......ary, use &;;".11" .h..... .-l co Cl' .-l ~ p: <( ~ ~ :>< :>< ~ " ClJ III o:! ~ III r;,- ~ ..,;'0 k C'7'"., ;i:~ k ~ 't:l .' ...'0 If.l {Il {; .' '::J ,,:J] "'t+, I:;; . .-l ,"1 < ~ k - - ., Cl' III .-l CO ..., Cl' .-l ~ .-l .-l j Z k \D ..., )" 0 III o;t '0 - 1<1 .-l U ~ ~ ~ d E- O '" 0 Z 0 III ~ '" :>< E- O - z Z E- ~ E- ~ Z ..l ci - 0 ;:; p: ~ :<: ~ ~ Q ~ ..l Z Z U " Z ~ ~ III :il 0 0 <( :i ~ U Q '"' 'jSamui s,luapaaap a41 10 anle^ la~JeW a41 aleJ!pUI '11 .tSaJalU! S,lUapaJap a41 10 a5eluaJJad a41 alCJ!pul 'C 'A1JadoJd paUMO AI1UiO! a41 10 anle^ la~JeW lelOI a41 alCJ'pul 'Z 'pa4silQejSa seM d!4SJaUMO lUiOr a41 alep a41 pue [S)JaUMO'O~ alii 10 lUapH33p a41 01 d!4SUOilelaJ pue SsaJppe 'aweu aliI apnlJul .:8.. alnpallJS JCij suo!l~nJ1Sui a41 U! paleJiPui se AlJadoJd leuouad lie aq!J~Saa .:\1.. alnpa4JS JOI SUO!IJnJISui a'll U! pale~ipu! se AuadoJd leaJ lie aq!J~aa 't 'ISJ!! amsa leaJ IS!l 'papni3U! aq 01 aJe A1JadoJd aIQ!6uelU! pue alQ!5uel 4108 'd!4SJO^!^Jns 10 145!J 41!M 5Iueuallu!0! se S3!lJed JO AIJed JS410UB 41!M AI1U!O! luapa:lllp a41 AQ pauMo 'leUO~Jad pue leaJ 'A1JadoJd lie apnlJu! nnUJ ..3.. alnpa'PS ..3.. 31na3H:>S DNIJ.31dWOJ ~O:i SNOIJ.:>nl!J.SNI REY-4U EX+ (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Gl Original o Supplemental o Remainder File Number 21-81-0592 Estate Name Earl A. Brame Date of Death September 20, 1981 Social Security Number 174-05-0734 REPORT OF INHERITANCE TAX APPRAISER f, tho uncl.rllgn.cI clufy appatnt.d Inh.rltanc. Tox AppratlOr In and lor th. County of Cumberland P.nnlylyonlo, cia relpoctfully roport thot I hoy. opprollOd tho r.ol ond porlonol property 01 report.d In tho 10r.golnQ r.lum at tho yoluOl lOt forth oppollt. .och Itom In "'.loltco,lumn to~ht I~dulel "A", "a", "C", ond "E" Doted: January 13, 1982 C'~ (."::; "I.' ... _ lNH6 lTANCE TAX A~ AISER tNVENTORY VALUE AS APPRAISED ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE caDE Rool Proplrty (Sch.dulo A) P....nol Prop.rty (Schodul. B) Jolnt.Hold Proporty (Schodulo E) Tranlfarl (Schlldul. C) s 42 500 00 oat 10,810 68 10+ None 21)+ None :10+ 53,310 68 ... TOTAL GROSS ASSETS $ L... D.bt. and D.ductlons (SCHEDULE F) CLEAR VALUE OF ESTATE o LIf. Eltcto o Annuity !!!.ll FACTOR PRINCIPLE VALUE -I I - FOR USE OF REGISTER ONLY Tax on S ~ COMPUTATtON OF TAX S S S S S 1__ 6% 15% Tax on S Tax on S Tax on S Tax on S Ekamptlonl Totol eltate TOTAL TAX INTEREST FROM BALI.NCE TO s s s L..I C,.dlll DATE OF PAYMENT INTEREST FROM BALANCE DUE DISCOUNT INTEREST + S S . + . BALANCE 5 TO 5 S s AMOUNT PAID TAX CREDIT 5 IZ+ n. CODE I i i I I 1 ./ '" ,~ ~ 0 ::; ~ ~ " M ., Z l>.l ~ OJ OJ .:> :>< m OJ it l>.l ~ ~ ., '0 '" '" '" . <: ~ OJ III ..l ~ .-i .-i ..; III ~ <I: .... OJ ~ ~ .-i -a u z <D ~ - 0 ~ ~ III i:l ~ M (J U ~ - 0 ~ 0 ~ ll: l.1, l.1, E- o '" 0 z 0 '" l>.l '" :>< i-o 0 - l>.l ~ l>.l Z Z 0 Z E- ll: ~ ..l - 0 ~ lJJ lJJ ..l Z :lE z Q U " Z ~ ~ '" ~ 8 8 0( :l lJJ C. .. -"",. .' IN THE ORPHANS' COURT OF CUMlll~RLANn COUNTY, PENNSYLVANIA ESTATE NO. n-8l-592 STATEMENT OF PROPOSED DISTIUBUTION BY ELSIE BORNMAN, EXECUTRIX OF THE ESTATE OF EARL A. BRAME, LATE OF TilE BOROUGH OF CARLIRLE, CUMIlERLAND COUNTY, PENNSYLVANIA, DECEASED. The Executrix ~ro~oses to award the balance for distribution in her hands, connistinl\ of Real Estate valued in the sum of $~2,500.00, Personal Estate valued in the sum of $1,226.47, and Income vnlued in the sum of $34.78 as follows: ~EAL ESTATE TO: Elsie Bornman under Item II of: Last \~ill and Testament. Residence property situate in Carlisle, Cumberland $42,500.00 County, Pennsylvania, beinr, numbered and known as 146 "F" Street, Carlisle, pennsylvania; conveyed to decedent by deed dnted January 12, 1973, recorded in the Office of: the Recorder of Deeds in and for cumberland County, Pennsylvania in Deed Book "Z", Vol. 24, Page 206, (in kind). TOTAL REAL ESTATE _ $42,500.00 PERSONAL ESTATE Bornman under Item II of Last Will and Testament. Household goods, furniture and other personal effects. (in kind) Cash TO: Elsie (a) 1,092.00 (b) 134.47 1,226.47 TOTAL PERSONAL ESTATE INCOME TO: rnsie Bornman under Hem II of: Last Will and Testament. 34.78 Cash - The foregoing distribution is proposed in accordance with the Last Will and Testament of Earl A. Brame, deceased, a copy of which is attached hereto and made a part hereof. 10' ,..-, t:..~r; .l ~ ~~.. ....~ lli 1,'- V (J:' o~ (..,)~" ~l~' - ,,; .~. t'. r.;:: ~. (', ~ Cl W <:: -f<1 " ....:I ~, =: W ....:I~ < ~ :I: -Ul C .. f<,<: E-<~H 0'. 0 O~ ....:I ",Q ~ ~ ClWf<,~~ wl;I ~ w ~ E-<W WHO <:: == w ~p.,N UlUl f:QUZ " -~ a z . ::0 0'. C....:I:X: - ~" .J co ~ ~ ~, 0 <11 0 -It'\ p.,WH 'f<<W ~ N J U~~ o ~<::Op.. 't:l ~ > ~><E-< 's::~ <11 x ~ 00 - ~ co p.,~::>~:I: ,;:3;: > 0 li z Ul I U t:'C .~< OJ co z ~O"" f<<:Z: ~l <::::> z I " .. 1:1 ~ UN OO:X:~C " -.Pi = a 0 :l ~ :I: H~ ~ 0 Ii 0 " ~e . E-<E-< ~O ... 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",1 -, . . , , PRINCIPAL ACCOUNT - PERSONAL ESTATE DEBIT The Accountant charges herself with the following principal items of Personal Estate: 1981 9-20 Household goods, furniture and other personal effects more fully described in Inventory and Appraisement filed December 11, 1981. 1980 Chevrolet Chevette, 2 door sedan, Serial Number - lB081Y-160890 9-29 Checking Account No. 7-58779, Farmers Trust Company, Carlisle, Pennsylvania. 12-11 Advance from Executrix to pay Pennsylvania Inheritance Tax $ 1,092.00 2,800.00 6,918.68 4,400.00 12-15 1980 Inflation Dividend Check (addition to Property Tax/Rent Rebate check) from Pennsylvania Department of Revenue. 70.00 TOTAL - $15,280.68 CREDIT The Accountant claims credit for the following principal disbursements of Personal Estate: 1981 10-1 Register of Wills - Letters Testamentary and three (3) Short Certificates. Hoffman-Roth Funeral Homes, Inc. - funeral expenses. 10-20 George L. Ebener & Associates - appraisal of real estate. , i 66.00 2,252.00 50.00 l:.. j:J~ ;~Ir 270 ..c ,........,; ""~ "- l~.~ Cirl ~4. 0:11- N 5" , ,;~, ;,; .- ,- r - tl ~ " ~~ ~ = '?:"Z.o ~ 1>-,0 '.- ~< 0:>< S 1'1 ~..: ~ I., c..~ . " '" = 0 021 i uf, ,:0, J . ...I-<I'l 0 ,.- . ~1 III ~ ";'}"" ~~ ~u \l l- t: ': --- S... .c OJ ...~ - = ~ OJ ( I P::P< N ... w t: CO": C' :.2 ~~'~- ~ If ~ z c~ ::> C1' uu :r::z. J 10 I- ~ 0 -In c:... D.Q) u~dC": 'tl . !{ 0 III u~ ~ :. ,.J 0 '. ... ":>::C<::>H g N I- J I..,j a ~ ~: 1'1'" ~..:C' ~>. If > .:) u'" tJ..c. . III " I- III -, - zoo ~ ~ ,~, c H ~~.~ .~. ~ 0 "- ~~::> I ..: - c~ > ~ Z OJ 10 Z \"~ ~o~ ,'0: g t'N z~r..~ . ~ Z I OJ UN It:~"'~ ~ H~C . ,'. po: = II 0 I- ~ 0 c.,:, f{j (}." - ~~ ~U i; -' = 0 Ii :I ','1 ~~ . ~\ ?.~ ~ o ~i=\- ,. .-< ~ S 0 OJ "Ill III J o ~ ~ ~I 2,- ;Zoo": ~ .m III t:;; 1 ~ n '0 ,- = 10 ::; . , -:t-!.~ u - C;~ ":1'lt-<f.>..H .c: N ... ~ .~ i r', .! 0 ....... VlOVl '. " u III ~ :.j ~$~ ~.1,\j1D ... ...~~ I-< :'~ ..." ..:i ( l~s, 8 till-< t:3H~ --~ ~ U ':J :z E3 !i; ~:3~;S~ Co c ....u ~ ~~t:i u - '" , .