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Home My WebLink About81-00605 :'<:~"';~~~;.;:::r?tr~Z~:1:j'~~,,","'~"'~h ,.-' ';';' l'""".'f).), iJ:f.:",~"d":t;""~'i,~f.J')i 1:,(l'r! ,'., "'~~;';..~:,ilit0ti!;,EL\~W;{~~; ,0 :'" No.21.81 6';,iS PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate 01 _R n (.;- E R Ai, J3f(Dwll/ _, deceased. To Register 01 Wills lor the County 01 Cumberland, in the Commonwealth of Pennsylvania. Petltloner(~ is (..,. the execut (, f? named in the Last Will and Testament 01 J 0 G-E'f?.. Iv', BR Otu tv' dated d l/ 1\1 E Z3 I cr 17 d' Decedent was a citizen of the United States and a resident of C. A m p . )-1 1 LL Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on IYIDIV oi4j the 2Lday 01 A utJ..(}r-', A.D.19~, In the County 01 Y H V pH) N ,State of IE: Nil! (tat the age 01 ry 5"'years. Decedent has (has noll been married and has (has not) had children born to hilT))her) since the ex, ecutlon 01 the above described Will, , Z Decedent was possessed of personal propert~to the value of .-B..tr K 0 X . 21 o,ro- and 01 real estate to the value 01 /'16 N t: as near as can be ascertained; said real estate situated as follows Therefore, your petltioner(,) respectfully apply(ies) lor the probate of the said Last Will and Testa, ment and lor Letlers Testamentary theron. Dated S r f:-r: O~-r: z , iCJJ'1 '"0 Y~;j~ ')1/\.,. ~ dzz'~v... Name and address F Ll' y):J IYl. Brrrv R--) IV t.x..ec-uI 0(.;> I -, 01 Petltloner(S) .;J LL ;~T AI, S ~C.(,)ND ST., , j-I fHi? R IS i5 u{~ (,'- J 'FA. I r/lD 1_ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND rLoYD 01. l ss j J3 ((r vR I!\/ named in above application. being duly",' l c (' [2 IV statements set lorth in this petition are true to the best of according to law say(s) that the H IS knowledge and belief. sworn and subscribed before ZS)ICJ.-rl.' ))( . 13 ~---t::'~1-;~ f~ /411' R iIV' .,j- BAIl,.' R IN' 'g'f; I Attorney Z Y /1/. SEe c N 1> S T, H 11 (? f, i 'S 13 Li R 6-1 11i, , rJt~' Filed:October '), 1 ')Ell And I hereby nominate, constitute and appoint FLOYD M. BATURIN, ESQ. , , Execut or of this my last will and testamcnt. In Witne.. Whereof, I ROGER N. BROWN the Testator ,have to this, my will, written on one sheet of paper, set my hand and seal, this 23rd day of June A. D. One Thousand Nine Hundred and Seventy-Eight (1978). S;""". ,,,"00. pobS,hoo wd docl"oo by lI:.~t::~..~~:~~~;;;,;; (SEAL) as and for his last will and testament, in the presence of liS, who ha'.'c hereunto subscribcd our names at his l'cl!lIe,~t as witne,~scs thereto, in the presence of the sniil T~~ta tor '" aI,ld of each other. (. Ii \ " I " "'. <?-!fv<~'J~'df,:..l.~,':::i!-:.:i'?{',';) "",,,,.. '1)O(LOJY].,Cij-jg,QCLd.J.DJ~l""'" I I , . . , i I 1 I , I I 1 1 1 i 'j 1 I i ~ ~ "1 ~ 04 ~ " o 'l .-< o .-< .... '-'.-< 0> .. rd Zl-<.... H '-' 0: ~"'rd Ul ~ 0> 'tlH u<o:>, .....~Otll "" U 0: 4-.1 ~ Cl.l C o '" 0> ~z Il< ~H..c rd ~ '-' . ~~~bO f-< 0 I-< <Z::l '" .c ~'Ul '" .", I-< I-< rd :I: - - ... eo. a lIS - Il:l Cot all-< Q t'Q ::: = - - .... Ii .. 646 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA ss: COUNTY OF CUMBERLAND . Before me, the Regisler for the Probate of Wiils and granting of Letters of Administration in and for the County of Cumberland, personally came F L L' Y I) tn. I~ n TL-' R / tV' who,beingduly~(.l;"'< ",,',do I~" depose and say that as E: Xe'CL'rC' R . 17 G ,- n N ----;:<'!;:Jo IV .(/ of the last Will and Testament of---J \ 0 ,- E.' "- . t:::: I ' deceased ~wiil well and truly administer the goods and chattels, rights and credits of said deceased according to law. And . aJ~o will diligent/ycomply with the provisions of the law relating to Transfer Inheritances. ~H'/i?/v"and subscribed before me. a ct;~ f?; A.D.. 19RL ;;rJ1~ )1l. \f3<LL;::,,{.~, V)jk~)/_ (1, 6;;/-<:/C~ . ( (/ / RegJster , :.,; ~ :0> :tIl 0) :0:1 :~ ~l :0> ,0 d "" . U. :;to If'j 0: 00: 0 J.o: J.o: ~i Ql: .0: ~ trIO .' ~ 0: 0: ...J .,.: 8 +': ;;~ \0: ~: J.o: ~ u: c.D .: ...J Ol ~: Ql: - 00: - b!l ~ .: ~ 0: . ,.-i; Il'<; u ClJi .5 +' ....-: "Cl ~ ex) 0> Ll\ 0 "Cl .... . ; ... ,.-j Z 0 "l '" (\I: S ~ 0> 11 ,g "Cl l:ll == ~ - tIl C ." Z r.l ., rz.. DECREE Be it remembered that on the ,)th day of October ,A.D.,19~, there was probated and recorded the last WiiI and Testament of Rop;er N, Brown late of Camp Hill . Cumberland County, Pennsylvania, Floyd M. Baturin Decwed. Letters Testamentarv were granted 10 Witness my hand and official scalthe day and year aforesaid. 649 . Recister REV..1500 EX + (9.81) / / -,...-t:J2" / BUREAU OF EXAMINATtON . PENNSYLVANIA OEPARTMENT OF REVENUE P.O. BOX 8327 '... HARRISBURG, PA 17105 INHERITANCE TAX RETURN RESIDENT DECEDENT File Number Decedenl's Name (last, First, and Middla Initlall DECEASED , ' . m N. Social Sacunty Numbar 174-20-5064 CHECK 1. Original Relurn GJ 21-81-605 Decadent's Addr..s 33 Wil1inm Penn Drive Cnmp Hill, PA 17011 3, Rameinder Raturn 0 5. Federal Estate Ta. 0 Return Required. 6. Decedenl died teslete n 7. Decedenl maintained a living 0 8. Number of lBta deposil [i] (Attach copy of Willi I.!.J trusl (Attach copy of Irusd bo.es inventoried All correspondence and confidenti,lla. informalion should be directed to: Date of Death August 31, 1981 2, Supplementel Return 0 APPRO. PRIATE BLOCKS 4. Life Estate 0 BATURIN, Attorne s-nt-Lnw RECAPIT. ULATION ReClpilulalion 1. Real Es"" (Schedule A) 2. Stocks and Bonds (SchOOule Bl 3. ClolBly Held Stock/Panne"hip Interest (Schedule CI 4. Mongeges and Notes (Schedule 0) 5. Cash & Mlscelleneous Personal Propeny (Schedule EI 6. Jointly Owned Property (Schedule FI 7. Transfe" (Schedule Gl 8. Total Gress Assets (Iolal lines 1,71 9. Funeral Expanses Administrative Costs/Miscelleneous E.penses (Schedule HI 10. Debts/Mertgages/Liens (Schedule II 11. . Total Deductions (tolallines 9 & 10) 12. Net Velue ef Estate (l;ne 8 minus line III 13. CharilBble 8equests (Schedule .11 14. Net Velue subjeclto la. (line 12 minus line 131 AND . TAX CALCU. LATION Address 24 North Second Hnrrisbur~, City ( II -0- ( 21 -0- ( 31 -0- ( 41 -0- ( 51 $27 ,520.88 ( 61 -0- ( 71 -0- ( 91 $ 6.144.72 (IDI--,~ 2.210.52 Compublion on" 15, Amount of line 14la.ebleet 6% rato (151 -0- (include vetues from Schedule K) 16. Amounlofllne14IBxebleet 15% rale (161 $ 19,165.64 (Include velues from Schedule K) n. Principel ta. due (add \8. from line 15 plus 18. from line 161 18. TObl Priorpeyments: (0) Amount Peid _0_ (bl Plus Discounl -0- (e) Minus Interest -0- (1 B) _0_ 19. Blllnce Due (linin minus line lBI Make Check Peyeble 10: Register of Wills. Agenl . .. PLEASE RECHECK MATH. . . Street PA State ~ N 17101 ,,"'-. _~.~I .~ ..:,,- ~ 1') '. ......,; ( 8) $27.520.88 (111 $ 8.355.24 (12) $19.165.64 1131 -0- 1141 $19.165.64 x,06- -0- x.15-. $ 2,874.84 (171 $ 2,874.84 (191 $ 7,R74,R4 Undlr penelll... of perjury, I daclare Ihlll heve e,"mlned this return. inctuding eccomplnyin; $Ch.dul.. and Sl8lem.nts, Ind 10 Ih. besl of my knCM1edge Ind bolie', it iSlrue, co"'ct. and compteta. Declaration of preperer olher then tho p.rsonll "'p....ntedv. is hesed on ell information of which prep_ hIS I .dge. 24 N. Second St., IIhr,.. PA 17101 ADDRESS August 27. 1982 OATE !'I".l502E)(~ 1"'11 COMMONWEALTH OF PENNSYLVANIA INHERITANCE .TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "A:' REAL ESTATE FILE NUMBER 21-81-605 ROGER N. BROIm (AU prop'lty Jolntlv.own.d wilh Righi of SUlvlvonhlp mUlt lilt diacloud 011 Sl;h~d~l. "F") ITEM NUMBER ASSESSED VALUE VALUE AT DATE OF DEATH DESCRIPTION 1. NONE TOTAL (AI,o enter on line 1. Recapitulationl $ (If me". 'Pfice " nMod4ld InMrt .ddlllon,' ,hHt. of ..me llrel 1lEV.15OeE)(+ 'HI) SCHEDULE "E" J CASH AND MISCELLANEOUS PERSONAL PROPERTY FtLF. NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROGER N. BROWN IAII property Jolntly-ownlld with the Right of Survlvonhlp must be dllClolOd on Schndulo "F") 21-81-605 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Dauphin Deposit Bank & Trust Company Checking Account No. 18-19-1010 $ 1,272.18 2. D"uphin Deposit Bank & Trust Company Savings Account No. 14-6-10914 Interest accrued to Date of Death 188.66 1.68 $ $ 3. Harris Savings Associa tion Certificate of Deposit No. 004-1-10-15-000972 Interest payments to Estate until Maturity Date (6/22/82) $10,000.00 $ 1,380.92 4. Harris Savings Association Certificate of Deposit No. 004-1-10-09-000973 Interest accrued to Haturity Date (6/1/82) $10,000.00 $ 319.55 $ 2,000.00 $ 1,767.00 5. Proceeds from sale of 1977 Dodge Aspen 6. Proceeds from sale of personai property 7. Erie Insurance Company Policy No. H03-26-00406R Refund on Automobile Insurance $ 92.00 8. Erie Insurance Company Policy No. H49-12-00734R Refund on Tenant's (Homeowner's) Insurance $ 14.00 9. Christro.,s Club Account No. 417511 Dauphin Doposit Bank & Trust Company Refund on Christmas Club Account $ 227.68 10. Cash in Safe Deposit Box $ 39.00 11. Coin Collection Appraised by Steinmetz Coins & Currency, Inc. $ 218.21 TOTAL (Also enter on line 5. Recapitulation' $ $27,520.88 (If mote 'Pat.. 1, "NdedlnMtf1 lcidlllor..1 th..", of ..me dl.) UY.llIOt(X+I..alJ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "F" JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER (ThlllChedul. mUll b. completed If thl dec~lnl, II thl 11m. of hll Dr h.r dlllh, ownlld IIny proplny III II lolnt Unllnt with th. right of IUfvlvOtlhl~.) ROGER N, BRUHN 21-81-605 Joint tenant!s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. NONE B. C. Jointly owned property: ENTER . ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF NUMBER JOI NT TENANT OF ASSET % INTEREST DECEDENT'S INTEREST . - 1. A. NONE TOTAL (Atso enter on line 6, Roclpllulltlonl S NONE Ctf more 'Pee. II nMdId lnurt .ddltlONIIh.-tl of MfN lira) '1N.1SIl(X+ (Ul) . . =l SCHEDULE "H" .. . COMMONWEALTH OF PENNSYLVANIA. FUNER. AL EXPENSES, INHERITANCE TAX RETURN ADMINISTRATIVE COSTS AND . RESIDENT DECEDENT MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER ROGER N. BROIm 2]-8]-r.0~ ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. Musselman Funeral Home, Inc. $3,264.65 B. Administrative Costs: 1. 2. Personal Representative Commissions F]oyd M. Baturln, Executor's Fee Attorney Fees Baturin & Baturin $1,376.04 $1,376.04 C, Miscellaneous Expenses: 1. Register of \<111s - Letters Test"mentary, 5 Short Cert- $ 59.00 2. Register of Wills - 4 Short Certificates $ 8.00 3. Register of Wi 11s - File Inventory and Debts & Deduc tions $ 10.00 4. Cumberland County Law Journ,,] - Estate Advertisi.ng $ ]8.00 5. The Evening Sentinel $ 22.99 6. Shirley Weikle - Witness Fee $ 10.00 TOTAL (Al,o enter on line 9, Recapitulationl $ $6, 144.72 (U mar. ap.~ \. nMd~ inhrt .adltlon.' .h_tl of ..mllal,., 1EV.1512 EX+ ('.111 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGES, AND LIENS FILE NUMBER ROGER N. IlROI.rN 21-81-605 ITEM NUMBER DESCRIPTtON AMOUNT $1,695.00 $ 252.00 $ 27.03 $ 8.16 $ 175.00 $ 53.33 1. Edmundowicz, \/"tkin & Freshm"n Associ"tes, P.r.. Fin"l Medicnl Bill 2. Robert L. Messick Final amount due for rent of ap"rtment 3. P. P. & L. Company Final Electric Ilill 4. Bell of Pennsylvnnia Final Telephone Bill 5. Internal Revenue Service 1981 Individual Income Tax Return - Federnl 6. Penna. Department of Revenue 1981 Individual Income Tax Return - State TOTAL (Also enler on line 10, Recapitutationl S $2,210.52 (If mDr.tplc.. I, nHd.12 Inur1 .adl(lon.1 .hHtl of ..~ .it.l '~. REV. 1547EX 11 -a2 I / BUREAU OF EAAMINATION ' NOTICE OF INHERITANCE TAX iASSESSMENT PENNSYLVANIA DEPARTMENT 0' f1EVENUE: APPRAISEMENT. ALLOWANCE OR OISALLOWANCE CONTROL NO. 101 HARR~S~u~g'p~32~7105 i or OEOUCTlONS, AND ASSESSMENT OF TAX I '..,..,'....,. 'c...... ",. ..,' "," .... ..... .. F'" . , _,._.... ." ..~D~!.!',., ..Hl~ ~A:;8:;..~.~~ ra_."..,...".'.........,...,......''''',.,.-_.~--~.....'~-M.. . '.' ' . -, .' ' .. ." . . ESTATE OF 8ROWN ROGEH I: riLE NO, 2] 8]-0605 OJlJ:~_.9J,J:l.E,~T~ .06-3]-81 m .... .., COUNTL...CUI~8ERLMIP -"...,....", 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 WILI.S. AGENT," IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED, BATURIN [, BhTURl1I ATTYS 24 N 2ND ST HEG PJ... 1 '7J 01. CUT ALONG THIS LINE __ _.,.. - - 0'- _ _ _.- PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ]0-]2-82 ESTATE OF BROWN ROGER Ii FILE NO.2] 61-060:'. _ __..____.__.__._ __ ._.~___._.,. _ .....____u.." .._._ .. ,_. _...__~____ ..m___ ..,.---.-,-.------..-..-..- ACN ]01 ___,..,_____' _._T ",.~R~,T~.'lfll.. If I AS 1::.L~~CE!,TE~_E'SFILED___._,.,.I.~'::'.ANGED APPRAISED VALUE or ESTATE: 1. Real Estate (Schedule A~ 2. Sloer.s and Bonds (Schedul(' 8l 3. Closely Held StocUP2rtnershlp Interest (Schedule Cl 4. Mortgages and NOlel> (Schedule 01 5. Cash & MIscellaneous Personal Property (Schedule E) 6. Joinll\-' Owned Propert\, (Schedule F) 7. Transfers (Schedule Gl 8. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Scheauie H) 10: Oebts/MortQiges/Llens (Schedule Il 11. Total Deductions 12. Net Value of Estale , 3. Charllable BeQueSl~ tSchedule J1 14. Net Value Subject to Tal< ASSESSMENT OF TAX: 15. Amount cf hne 14 taxable at G% ute 16. Amount of tinE' 14 taxable al 15% f ale '7. Pnnclpal lax Due TAX CRED ITS : ( 11....__~_Q..... I 21___..__...m..,QQ~ ( 31 m__ ...._ ..__~_QQ__ ( ,I ___..___...___,,0.0,... ( 5) ____._._;1._~~~?9---8.~__~ ( 51 ______,gQ..... ( 71.___.._.__Log I 61 ..,__...~J.L520. 88_ ( 91.. 1101 6,]44.72 _.l"2]0,-~~_,, 8,355.24 _._.1.h165g,. _.____~JL. ____~g,J!i.5. 64_ (III (121 1131 (141 ('51_._,____._~K06" 1161 ,____l.~!165 ._64 _,X, S" 1171 .00 2,874.84 2,874.84 l I --, 2,9]7.96 I I I .._-------,--,~,----,-, ~~9.:!'.~TAX C~EDI~J--.-.--_.. 2 876.65 ~~:ANCE OF TAX DUE I 1.81CR tit Batance Due IS less tha,., $, .00 "0 pavment is '.Qunedl DISCOUNT (+ 1 It>lTEREST 1-1 ..---.-------..----------.--------.-----.. AMOUNT PAID 1---------------- I PA VMENT I RECEIPT I DATE, · I,,--.--......--.~. - -- -------...." I 08-27-82 i 049753 ! . 4],3]- , , I I ,_____ _______.J_______ THIS ASSESSMENT IS BASED ON ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 08-27-82 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS RET AIN iHiS rORr:ON FOR \fOU~ R'ECOR:DS RI'!'r" li'I>;1 '0') 11" I' , INFORMA TION Tnls document IS the Notice rerJUlred 10 be fllvt'n under Section 709 of the Inheritance and Estate Ta;.-. Act 01 1 95 ~ (72P.S, sectior 2465) If the Ii)'. IS paid within three (3) months aftet the decedent s deam, a discount of 5~o of the lax paid IS allowec. Inheritance Tax becomes dellnQllenl nIne 19l months after the decedent's death. Interest IS charged at tr'le rale oi 51)'. (6} percent per annum on the amO~lnt of unpaid lar.. (SE.E EXAMPLE BELOW) EXAMPLE: If a balance 01 ti). due of $2.000.00 IS In ;, delinquent status from 3-3-80. and payment is made on 5-23-80. the mlerest IS calcuLilted as indicated below: STEP , Delern~tne the rate of interest from the table below. STEP 2 Multlplv the balance 01 tax due by the rate of Inlerest STEP 3 Add the Interest to the balance of tax due. Interest from 3-03-80 to 5-23-60 Resull!; In: ------.---- Balance 01 tax due $2,000.00 q;n~ _ttl_!D.!ere_SL_._,,__2_~Q 1.;t3.~_ INTEREST , 26.70 Balance of tax due $2,000.00 rlus Interest to Date of Pavmenl (+) $ 26.70 TOTAL taxana- Interest lo Date of Paymenl $2,026.70 2 Months 20 Oays Rate 01 Interest , month 2 months 3 months 1 day 2 dlYs 3 days 4 rill'S 5 d,yS 6 days 7 dlvs 8 dlYs ~ d,vs , 0 days ::" .010 = ,,:+::_,.,Q Q 3_;_~. = .01335 .005 .010 .015 .00017 .00034 .00051 .00068 .00085 00101 .00118 .00135 00152 .00169 4 months .020 7 months .035 10 months ,050 5 months .025 8 months. .040 " months .055 6 months .030 0 months .045 12 months ,060 11 days .00186 21 days .00352 12 da}'s .00203 22 diYS ,00369 13 days .00220 23 diYS ,00386 14 da~'s 00237 24 days ,00403 15 days .00250 25 days ,00420 16 davs .00267 26 d.1YS ,00437 17 days .00284 27 days .00454 18 davs 00301 28 diVS ,00471 10 davs 00318 20 days .00488 20 davs .00335 30 davs .00500 .... - - - -- - - -. - -. Any Piny in Interest, Including t"e Commonwealth ~nd the personil represen~atlve, not satisfIed With the APPUllsement Ind assessment m.V obJecl wlt'nln sixty (60l dilYS after receipt of thIS NOilce as provided, by Spct,on 100' of the Inheritance and Estate T,> ACI of 196' (72 P.S. sec. 2485 - , 00 1). MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" DET ACH THE TOP PORTION OF THIS FORM AND SUSMIT WITH VOliR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE SEE THE INHERITANCE T A> INSTRUCTION BOOK FOR ADDRESS J1[Y.I~()(+ (612) .w COMMONwt....~~N''fLVANI.... DtPAIHMlNl or ..VlNUr IUIIAU Ot UAMlHAtlOtl HAR~jaiJ=8~,'f:'I~ INHERITANCE TAX RETURN RESIDENT DECEDENT . " / _ .:1. '}'J _ File Number 21-81-605 Decedent'l N.m. (Loll, First. olld Mlddlo Inltlall DECEASED , Il.ROlVN , HOGER, N , . Soml S.c,,,,ly Numb.. 17~-20-5061, 1. Dri~nal Return 0 Decodent'l Address CHECK Oeta of Death August 31, 1981 2. Supplement.1 Raturn 0 33 \~illJ.a'" Penn Drive Camp Hill, PA 17011 3. Rem.inder Return 0 APPRO. PRIATE BLOCKS 4, Lifo Estato D 5. Fedoral Est.teT.x 0 Return Required. B. D.cldtnl died t,lt.ta II 7. Decedent m.intained a living D B, Total Number of safe (Att.ch copy of Will) l..XJ trult (Attacb copy of trust) deposit boxes inventoried All cormpondance end confidenti.1 tax Information should be directed to: ONF. CORRE. SPONDENT Nlm. Address IlATUlUN & IlATURIN, Attorneys-at-Law Ta'.pho", No. 717- 234-2427 24 North Second Street Hnrrisbur PA 17101 State Zip City RlClpltulltion .:0 .J ~ "'1''1 , Il....~ 1. Rell Estate (Schedule AI (1) -0- 2. Stockl and BondI (Schedula B) ( 21 -0- 3. Cto..ly Held Stock/Partnmhip Interest (Schedule C) ( 3) -0- 4. Mortgages and Notel (Schedule D) ( 4) -0- 6. Cllh & Milcellaneoul Pmo..1 Property (Scheaule EI ( 5) S 33.957.24 RECAPlT. 6, Jointly Owned Property (Schedule FI ( 6) -0- ULAnDN 7. Transl", (Schedule G) ( 71 -0- B. Totll Gross Allets hota' lines 1-7) AND 9. Funaral Expenses Administrative ColtS/Milcellaneoul Expenles (Schedule HI ( 91 S 5.577.50 TAX 10. Dabtt/Mortgll1lel/liens (Schedule II (101_ S 2.398.74 11. Total Deductions {totallinel9 & 101 12, Nat Value 01 Estate (line B minus line 111 CALCU. 13. Charitable 8aqu8Sll (Schedule J) LATION 14. Nit Valualublect to tax lline 12 minulline 131 ',' (81 $ 33,957.24 Compulltlon 01 Tax 15. Amount 01 line 14 t.xable at 6% rate (151 Unclude v.lues from Schedule KI 16. Amountollinal4t.xablut 15% r.te (16) $ 25,981. 00 (include v.lues from Sth,dula K) 17. Prlncip.1 tax dua (add ta. lrom line 15 plul1a. Irom Ii.. 161 lB. TOIlI Prior paymanll: Ia) Amount Paid S 2.917. 96 (bl P1ulDilcount -0- (cl Minullntamt -0- (181 S 2.91'7. 96 19. Batancl DUI (tina 17 mln"lline 18) Mlka Check PByabte to: Rll1Iilter 01 WillI. Agant . . . PLEASE RECHECK MATH. . . (11) S 7.976.24 117.1 $ 25,981.00 031 -0- 1141 $ 25,931.00 x.06' x,15' $ 3,897.15 (171 $ 3,897: 15 1191 $ 979.19 Under penalties 01 PBfjury, 1 declare that 1 hava enminad thiHoturn. including accompanying schedules and I1Il8m..u, end 10 tha bll1DI my knowladga IIllI ballel,ll il true. correct, and compte'a. Decllration of preporer othar then the personal repr...ntativa i. blsed on alllnlormation 01 which prep8l1f hIS nkn lIB -4-' '. . -t hI. I LU.'ti, ~ 21, N. Second St.. Hhg. , PA 17101 Februnry 22, 1983 I NATUII OF PERSONAL REPRESEN ATI ISI ADDRESS DATE ~.IJOlIX.j..t'.'11 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "E" CASH AND MISCEllANEOUS PERSONAL PROPERTY ROGER N. BROliN ITEM NUMBER (All proplrty lolntlv-own~ with the RIght of Survlvonhlp must be dllcloUid on !:ichftdulo "F") DESCRIPTION 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. 13. 14. Dauphin Deposit Bank & Trust Company Checking Account No. 18-19-1010 Dauphin Deposit Bank & Trust Company Savings Account No. 14-6-10914 Interest accrued to date of death Harris Savings Association Certificate of Deposit No. 004-1-10-15-000972 Interest payments to Estate until Maturity Date Harris Savings Association Certificate of Deposit No. 004-1-10-09-000973 Interest accrued to Haturity Date (6/1/82) Proceeds from ssle of 1977 Dodge Aspen Proceeds from sale of personal property Erie Insurance Company Policy No. H03-26-00406R Refund on Automobile Insurance Erie Insurance Company Policy No. H49-12-00734R Refund on Tenant's (Homeowner's) Insurance Dauphin Deposit Bank & Trust Company Christmas Club Account No. 417511 Refund on Christmas Club Account Cash in Safe Deposit Box Coin Collection Appraised by Steinmetz Coins & Currency, Inc. United States Treasury C. S.A. Annuity 1031238 (Federil]) United States Treilsury Sod.al SecurIty In8urance Lincoln Heritage Life Insurance Compilny Policy No. 01-]027900 (refund) FILE NUMBER 2]-81-605 VALUE AT DATE OF DEATH $ 1,272.18 $ 188.66 1.68 $ 10,000.00 (6/22/82) $ 1,380.92 $ 10,000.00 $ 319.55 $ 2,000.00 $ 1,767.00 $ 92.00 $ 14.00 $ 227.68. $ 39.00 $ 218.21 $ 921. 84 $ 255.00 $ 1,092.84 TOTAL (AlID enter on line 6, Recapitulation} S CONTINUED tlf morl Ip.tc:' I, nMd~ In..rt Iddltlonll IhIllt1 of Mm. 111.t . .Y"-""I'.'II SCHEDULE "E" J CASH AND M!SCELLANEOUS PERSONAL PROPERTY FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IWGEI! N. IlIW1VN (SCHEDULE "E" CONTINUED) ~1!!!.!yj~.I"IlV'OW"f!(j with the Right of SurvIvorship mUlt bu dllclolod on Schedule "F") ITEM NUMBER DESCRIPTION 1.5. Med1.ClI re Reimbursement For NedfciI] Bi.lIs pilld to Dr. Edmundowi.cz lb. AI J AmerIcan Life Insurill1cc Compilny POUcy No. G258-94I818 - CL No. 50234 (refund) 17. Association Group Insurance Administriltors 1'0Ucy No. 3-20-3400 (refund) TOTAL (Also enter on line 5, Recapitulation) (It more apece I, nMCled Inter! eddltlon.IIhNtl of ..rN sin) 21-81-605 VALUE AT DATE OF DEATH $ 1,118.08 $ 3,000.00 $ 48. 60 s 33.957.24 lEV.ISlI EX+ (9.11) COMMONWEALTH OF PENNSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "Ii" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ROGER N. BROWN FILE NUMBER ITEM NUMBER DESCRIPTtON ,. A, Fun.ral Expenses: Musselman Funeral Home, Inc. 1. 2. B, Administrative Costs: Personal Representative Commissions Floyd H. Baturin, Executor's Fee Attornev Fees Baturin & Bnturin 1. C. Miscell.neous Expenses: Register of Wills - Letters Testnmentary, 5 Short Cert. 2. Register of Wills - 4 Short Certificates 3. Register of Wills - Fi]e Inventory and Debts & Deductions 4. Cumberlnnd County L~w Journn] - Estnte Advertising 5. The Evening Sentinel - Estnte Advertising 6. Shirley J. Weikle - Witness Fee 7. Register of Wills - File Supplement Inh. Tnx Return 8. Register of \Hlls - Fl Je AccollntJng & Re]eases TOTAL (Also enter on line 9, Roclpitut.tionl (It more IIPaCII 't need" InHift .~dIUon.1 .h.u of ..m. "'1',) . 21-81-605 AMOUNT $ 3,264.65 $ 1,697.86 $ 450.00 $ 59.00 $ $ $ $ $ $ $ 8.00 10.00 ]8.00 22.99 10.00 15.00 22.00 5,577.50 . . JIV.15III)(+ ('.111 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT "ESTATE OF SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGES, AND LIENS ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. ROGER N. IIROIVN DESCRIPTION Edmundowicz, !;atkin & Freshmnn Associates, P .c. Final Hedical lIi11 Robert L. Hessick Final amount due for rent of apnrtment Po P. & L. Company Final Electric Bill Bell of Pennsylvania Final Telephone Bill Internal Revenue Service 1981 Individual Income Tax Return - Federal Pennsylvania Department of Revenue 1981 Individual Income Tax Return - State Pennsylvania Department of Revenue 1982 :;:ndividual Income Tax Return - State Internal Revenue Service Additional Tax owned on 1981 Income Tax Return - Federal Prouser & Ross, Certified Public Accountants Preparation nnd review of tax returns Lakeside Lutheran Church Contribution by Decedent FILE NUMBER 21-81-605 AMOUNT $ 1,695.00 $ 252.00 $ 27.03 $ 8.16 $ 175.00 $ 53.33 $ 12.00 $ 56.22 $ 90.00 $ 30.00 TOTAL (AI,o onltt on lino 10. Recapitut.tlonl $ (If mar. lPKa 'S n..dkt InNrt e4dltlonal ...... of 11m. sit.' j REV, 1547EX (1-&3) BUREAU OF EXAMINATION NOTICE OF INHERITANCE TAX PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN 101 HARRis~'u~g\~32i 7105 OF DEDUCTIONS, AND ASSESSMENT OF TAX __.___.__ .._,~,,"~.-.._~____m~ . _.!l.~!L....Q.;.:;:~e71,l3. ESTATE OF BROWN ROGER N' FILE NO, 21 81-0605 P!lILPLl!EATH_'OB:-31:-Bl..... . . .._. .____._ - _.~Ou~T..Y___CllMI3ERLTlN.D~__~___ NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMEI'n TO THE REGISTER or WILLS or TliE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. AGENT II . BATURIN & BATURIN ATTYS 24 N 2ND ST HBG PA 17lDl PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE _ _ ~ .. _ _ d _ _ _ _ _ ._ ~ - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV, 1547EX (10-B21 --------------.----------------.---- ESTATE OF BROWN ROGER N FILE NO,21 81-0605 ACN 101 DATE 03-28-83 ______ T AX..~PURN w~~,_IJU~l:g~5.~.!'~__FILEE.._, _1__1.9:I"NGED Res.E8v_l\nol'Ll:D~EJ!NI ~~. .E.UI!J8.LINIE8eSL-.. SE.IL. .~E.V.ERS E APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL RETURN 1. RedL Estate (Schedule A) ( 1) 2 Sloek, and Bonds ISehedule 81 I 21 3. Closely Held Stock/Farlner$hlp Interest lSchedule Cl t 3) 4. Mortgages and Notes (Schedule Dl ( 4) 5. Cash & Miscellaneous Personal Properly (Schedule E) ( 51 6. Jomtl, Owned Property (Schedule Fl ( 6) 7. Translers (Schedule Gl ( 7) B. lotal Assets _____,..00.__ ______-'-O'Q_ ~----~.Q..Q..... .00 ----_..~- ,._~;3J.,jl5 7.24_ --._---_. - ---.-Q.Q ._. _.__._u~ 00._ (81 __.........1]_'.Sl.5l.~4:_ APPROVED DEDUCTIONS AND EXEMPTIONS: NOTE: 9. Funeral E)'.penses/Admmlstratlve Costs/Miscellaneous Ey.penses (Schedule Hl , O. Debts/Mortgages/Liens (Schedule Il 1 1. Total Deductions . , 2 Net Value of Tax Return , 3. CharItable/Governmental Bequests ISchecule J) , 4, Net Value of Estate Subject to Tay If an assessment was previously issued. lines reflect figures that include the total of all ASSESSMENT OF TAX: ( 91 ._.....___~,.?22,-?(),_ 11 0I._.......?,.}.9~_. .21..... __1.Jl76. ~1-_ __.__2 5 L2.~1_'.Q.Q.. .00._ .___ 45J.J_46.64. 1111 1121 1131 1141 14, 15 ond/or 16 ond 17 wi 11 returns assessed to date. 15, Amount 01 hnE> 14 ta.o:,able at 6% rate 16. Amount 01 line 14 tal(able at 15"/" rale 17 Pf.lnClpal T,i). Due TAX CREDITS, 1....--..---....-:.. IPA;~t .. 08-:7-8;; , . 02-22-83 1151._ ._____...__~OQ___. KOG=...__ .00 . 1161.__.4?,.l1..6..!ji....KI5= ____~"1l. 9!L. 1171 ._._..fu771.99 049753 0706]7 97.73- 364.60- ._._. __n_n_________._ i __.._...._.____u____...... '1 I I I , i ~.'j~0~__TA.; .~REDiT'=__r-=='~, ~.~A._ii.- i BALANCE DF TAX DUE i 3 337.17 : ~ ..~:_i~.ERE~T =~l ==~~ 71.62_ , TOTAL DUE .. 3,408.79 1.__..._.__..____....__._._... ._..1.._..... ___.__ ___ Of Balance Due .s tess. \h.n $1.00 no pavmpnt IS reQuiredl 2,917.96 979.19 R,CEIPT # '-1 DISCOUNT I; 1 INTEREST (-I AMOUNT PAlO INTEREST IS CHARGED FROM 02-23-83 TO 04-12-83 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- . IF PAID AflER THIS OAT, SEE REVERS, FOR CALCULATION C'F ADDI110NAl INTERESI RETAIN THIS PORTION FOR YOUR RECORDS r~F. C:.,: r:""" . 'in ~,' 'I ." " " RESERVATION: In the event that any future mlerest in this eslale IS transferred In posseSSion or enjoyment to collateral (Class 8l heirs of Ihe decedent after the eXpiration of any estate for Ille or for years, the Commonwealth hereby e)(pre~stv reserves the fight to appraise and assess transfer mherltance taxes at the lawful collateral (Class 81 rate on any such future Inlerest Purpose of Notice: 10 fulfill the reQuuements of Section 709 of the Inhpfltance and Estate Tax Act of 1961 (72 P.S. sec',on 2485-7091. Objections: Any part~' in interest not satlsfu;~d wl1h thE:' appralst"ment, allowance or dIsallowance of deductions. 01 assessment of tax (Including discount or Interest) as shown on thiS Notice must obJecl within sixty 1501 days of receipt of thiS Nollee. Objections may be rnadE" as follows: - by wntten prolest to the Department of Revenue, Board of Appeals - by electmg to have the matter determmed al audit - by appeal to Ihe 0, phans' Court If any ta.: due IS paid wlthm thlee (3) lnonlh$ after the .decedent's dealh, a discount of fIve percenl (5%) 01 the la>:. paid IS allowed, the dIscount penod IS calcu1.ated In calendar months E~ample: date of death 1-15-82, discount period expires 4-15'-82, Eltcept for tax on a futurE:' Interest, mhE"rltance lal< becomes dellnQupnl nme (9) months from the date of death. lnhotltance lal<: on a fulure I~letest becomes dellnQuenl al the el<plrallon 01 three months from: - the dale 01 election 10 prp.pa~ or - the dale 01 deCith 01 the life lel'\anl or annult.ant lnlerest IS calculated on a dally basts from - delInquent date to date of paym('nt on any tal<' unpaid on delinquent date - date of last deltnQuent payment to date of paymenl on any unpaid balance, Interest IS chllgcd at Ihe follOWing rates: Discount: Interest: .q!_I!~~ue!,1 .Dale 5/27/4310 and Inctudm~ 12/31/81 , /1/82 10 and IncludIng, 12/31/82 111/8310 and InC'ludlng 12/31/83 Annual Inleresl Rale Daif~.. Inlerest Factor G'}~ 20% 16% .000' 64 .00064f .000438 Estales thlll become dehnQuent on or belore Of"cE:'mbel 31 1 QS 1 Will maintaIn a con~lanl mlere~l ralE:' The late In eHecl \...'hen thE" tal< fltst become::; d{>lmqucnl will r{"m.lln conslanl unlll lhe delmqupnt balance IS paid In full Est.liles th,al bpcome delinQuent on or after Januan' 1, 1 QS2 Wlil conlj;ln OJ ~'anablfl Intelest 'MI(> Thus, li)'(>S that lemiln oUlslandmg from calendar I'pal to c,lpndar yea- Will be subJE"CI 10 dlllf'tf'nl riles rr'\ e1"ft>ct on each J.anuar\' 1 INT~REST . BALANCE OF UNPAtO TAX X NUMBER OF OAYS X OAIlY INT~REST FACTOR. If , II) b.l.nep fPmalns outsUlndln\1 101 mOlt' Ih.n onE' Cillflndl! .ear, ~ SePilralE' InlelPsl dl"l~rmrnlll'on must be made fe'lf {'jeh veal AI thE" .tPPllc.tblf> ralt> (Ontl' one calculal'on I! nece:;Ul \ If Ill,. ('stalE' m'lnlaln!, Ih(> C (H'.S 1'''11 l..,t(>tf'~l 1,11p I Anv Nollce tsz.uf"d "Ie! the II' becotne's df'!rnQuf'nl will rf'tlf"el an 1n1f"lesl ralculilllon Ie f,hfO-..n (151 dlvs b~'t'ond ttle dll(' of the Iss(>r,~met't It pavrnfOnt r~ made aftE"f thp Inlf'rf'sl comput'llon el.tE" shown on Ih(' NOllcr, ,ddrllon,1 rnlprE'sl mU$1 bf' calculalt>O To RE'tnll Pal'mf"nt: Delllch lhp tof'l portion 01 thiS NotlC'f> ~lIld suon'l! With I'OUI pa\lnt>nt 10 Ihf' Nf'glster 01 V.'oIl:; Of 1hf" COf"."'H ~hown on thf' NO(lCP Addlf'~s ml01mallon IS listed on pa9f' 1:~ of th(" bOOtIPI. "1n~!lurlI0n~ tor Inhent.nett Tal r..Pll,"" ~o.' Ii J;P!>lcl"I'I1 Df'C'E'Ot'nl' M~ff' rhf'C'. or rnonf'_ oldpl pa..blp 10 j;PQI~,lf" 01 '~'.'411!.. ALJPnl. '1'. f '-' ~; 1:- ~~~ ' t:/:: u.::"- ~~ ~ Discount: If any lax due is paid within three (3) months after Ihe decedent's death, a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated In calendar months. Example: date of death 1-15-82, discount period expires 4-15-82. Except for tax on a future Interest. inheritance tax becomes delinquent at the expIration of nine (9) months from the date of death. , Inheritance tay. on a future interest becomes delinquent at the eXpIration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant . Interest is ca'lculated on I daily basis from - delinquent dale to dale of payment on any tax unpaid on delinquent date - dale of list dehnCluent payment to date of payment on Iny unpaid balance. . Interest is charged It the following rates: Interest: DehnCluent O'\e Annual Interest Rate Dally Interest Factor 5127/43 'to and Including 12/31/81 1/1182 to and including. 12/31/82 111/83 to and including 12/31183 6% 20% 16% ,000164 ,000548 .000438 Those estates thlt become delinquent on or before December 31, 1981 will maintain a constant Interest rate. The I'''te in effect when the tax first becomes dehnCluenl will remain constant until the delinCluant tax balance is paid in full. Those estates that become delinquent on or .liter January ,. 1982 will contain a vanable interest rate. Thus. taxes that remain outstandIng from calendar year to calendar year will be subject to the different rates in effE'et on each January 1. Inlerest IS calculated IS follows: INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a ax balance rematns outSt'lldlOg for more thIn one calendar year, a separate interest determination must be made for each year ,t the applicable rale. (Onlv one calculation is neces.sary if the estate maintains; the constant Interest rate,) . Any Notice Issued aft(!r the tax becomes dehnCluent will reflect an Interest cllcul.tlon to fifteen P 5) d,y$ beyond the date of the notice If payment IS made after the Interest computation date shown on the Notice. addlllonal mterest must be calculated. To Remit P,yment: Deach the top portion ot thIS Notlce and submit With your plyment to the RegIster of Wills of the county shown on the Notice. . Address Informallon is listed on page 13 of th~ booklet. "Instructlons for Inheritance Tax Return 10r a ReSident Decedtnt." , MaKe cheek or money order payable to: Register of WIlls, Agent. ... - ," FAMILY SETTLEMENT AGREEMENT AND RELEASE :cK THIS AGREEMENT, made this :JJr--day of February, 1983, by nnd among Floyd M. Baturin, Executor of the \Hll of Roger N. Brown, Deceased, and indi- vidunlly, and Florence B. Tyson, and Ililma M. Diller. WIT N E SSE T H - -- WHEREAS, Roger N. Brown died on August 31, 1981, having first made and published his Last Will and Testament dated June 23, 1978, in which he named Floyd M. Baturin as Executor. A true and correct copy of said Will is attached hereto, made part hereof and marked Exhibit "A"; and WHEREAS, on October 5, 1981, said Will was duly probated by the Register of l/.ills of CumberLmd County, Pennsylvania, and Letters Testamen- tary granted thereon to Floyd M. Baturin as Executor; and WHEREAS, the Executor has proceeded with the administration of said estate and has prepared his First and Final Account and Schedule of Distribu- tion. A true Bnd correct copy thereof is Bttached hereto, made part hereof and marked Exhibit "B"; .1nd llllEREAS, the parties hereto desire thBt the Executor shall not be required to file said Account with the Orphans' Court of CumberlBnd County, Pennsyl vania, and that the net estate of the decedent shall be distributed without the necessity of fiJ ing a formal account. el."~ ..d,u ftf;f ~.u. (EXHIBIT "A") And I hereby nominate, constitute and appoint FLOYD M. !\ATtmIN, ESQ. Exeeut or of this my last will and testament. In Witne.. Whereof, 1 Ilnr,p". 'I. '1".n~r' tile Testutor ,hnve tl) this, my will. wrillen lInllne sheet of paper, set my band and seal, this 23r,1 duy of JlIlIe A. D. One Thousand Nine Hundred /lml :;c'","tv..I.i",ht (1.'17::). Signed, sealed, puhlished and declared hy 1'~rr.1..)J...A,:sc:.~.~.'2t...... .. tli" uhi,vc named ""r.F.R 'L l1tHl'.r1 (SEAl.) his last will and liS IInd for I>ls testnment, in the presence nf us. who ha'.'e hereunto subserihed our names at relluest as witnesses theretn. in the presence of the sni,t 'l'esln tnI' and of earh other. ..-.1 .' II ) I' , / ;i"}k..J:./'.r'i/'J..Lj~l~ l L. . f>Cl'lJ.';Y IC;! ........I-L,.J:~<:l'-" Lt '".r( .. ~, c - ... - Cot 1- a &..I,..: " llS '.i '" .. "... .. '. "'" '..1 ~ lSl 2 r~ tIl d f>t III f.' I> a \tot 01 III .<4"U,-I u< I: f>, Q . ...M 0 III ~ ~ ... tJ " d ... .., III " 0 Ul .. llS l~ ;<; r-. l:l )H'<: fi! f03 e~.... .. .- ...J....) lot to=. ... ,... 0 .... .... <<1: :;.,13 ,. '" .c 04 III ....... " " rJ _.. ~.,.. I, , . .!'IRST AND FINAL ACCOUNT OF FLOYD H. BATURIN , EXECUTOR OF THE LAST IHLL AND TESTAMENT OF ROGER N. BROI,TN LATE OF CAHP HILL, DECEASED DEBITS ------ THE ACCOUNTANT CHARGES HIMSELF AS FOLLO\,S: INVENTORY AND APPRAISEMENT: Dauphin Deposit Bank & Trus t Company Checking Account No. 18-19-1010 Dauphin Deposit Bank & Trust Company Savings Account No. 14-6-10914 Interest accrued to date of death Harris Savings Association Certificate of Deposit No. 004-1-10-15-000972 Interest payments to Estate until maturity date Harris Savings Association Certificate of Deposit No. 001,-1-10-09-000973 Interest accrued to maturity date (6/1/32) Proceeds from sale of 1977 Dodge Aspen Proceeds from sale of personal property Dauphin Deposit Bank & Trust Company Christmas Club Account No. 417511 (refund) Cash in Safe Deposit Box (distril,ut:ed in kind) Coin Collection (distributed in kind) Appraised by Steinmetz Coins & Currency, Inc. Eri.e Insurance, Company Policy No. H03-26-00406R Refund on Automobile Insurance Erie Insurance Company Policy No. 1l49-12-00734R Refund on T<.>nant's (Homeowner's) Insuranc(') -1- $ 1,272.18 $ 183.66 $ 1. 68 $ 10,000.00 (6/22/82) $ 1,380.92 $ 10,000.00 $ 319.55 $ 2,000.00 $ 1,767.00 $ 227.68 $ 39.00 $ 218.21 $ 92.00 $ 14.00 United States Treasury C.S.A, Annuity 1031238 (Federal) $ 921. 84 $ 255.00 $ 1,092.84 $ 1,118.08 $ 3,000.00 $ 48.60 $ 33,957.24 $ 257.21 g 33.700.03 United States Treasury Social Security Insurance Lincoln Heritage Life Insurance Company Policy No. 01-1027900 (refund) Hedicare Reimbursement For Medical Bills paid to Dr. Edmundowicz All American Life Insurance Company Policy No. G258-941818 - CL No. 50234 (refund) Association Group Insurance Administrators Policy No. 3-20-2400 (refund) Total Debits Less coin and currency co.11ection distributed in kind NET TOTAL DEBITS CREDITS ------- TIlE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS: DEBTS AND DEDUCTIONS: Musselman Funeral. Home, Inc. Funeral Expense $ 3,264.65 Floyd M. Baturin Exe~utor' s Fee $ 1,697.86 Baturin & Baturin Attorneys Fee $ 450.00 Register of Wills Letters Testamentary & Five Short Cl'rtificates $ 59.00 Register of Wills File Inventory & Appraisement and Debts & Deductions Four Short Certi Hc:ltes $ -2- 16.00 Cumberland County Law Journal Estate Advertising The Evening Sentinel Estate Advertising Shirley J. Weikle Hitness Fee Register of Hills File Supplemental Inheritance 1'a" Return and Releases Regis ter of \Hlls Pennslvania Inheritance Tax Pennsylvania Department of Revenue Adjusted final balance to Pa. Inherit:lIlce Tax Edmundowicz. \,atkin & Freshman Associates, P.C. Final Hedical Bill Robert L. Messick Final amount due for rent of apartment P. P. & L. Company Final Electric Bill Bell of Pennsyl vnnia Final Telephone Bill Internal Revenue Service 1931 Individual Income Tax Return - Federal Pennsylvania Department of Revenue 1981 Individual Income Tax Return - State Pennsylvania Depal'tment of Revenue 1982 Individual Income Tax Return - State Internal Revenue Service Additional T.1x owed on 1981 Ind. Income 1',1x Return (Federal) Prouser S Ross, Certified Publ ic Account:lIlls Prepnr:1tion and rl~viC'w of t.ax rpturns L.11<cside Lutheran Church Contribution by decedent 1'Oli,1 Credits -1- $ 18.00 $ 22.99 $ 10.00 $ 27.00 $ 2,917.96 $ 15.44 $ 1,695.00 $ 252.00 $ 27.03 $ 8.16 $ 175.00 $ 53.33 $ 12.00 $ 56.22 $ 90.00 $ 30.00 $ 10,899.64 COHMONWEALTH 01' PENNSYLVANIA ) ) ss: COUNTY 01' DAUPHIN ) Personally appeilred before me, a Notary Public, in and for the said Commonwealth and County, FLOYD }I. BATURIN, Executor of the Estate of Roger N. Brown, late of Camp Hill, Cumberl.and County, Pennsylvnnic., who being duly sworn according to l.aw, deposes and sllYs tha t the fac ts set forth in the foregoing Account are true and correct to the the best of his knowledge, information and belief, and that no person cllliming to be interested in the estate of the decedent as creditor, legatee, next of kin, or otherwise, 1138 given notice to his claim, in writing or to the firm, Baturin & Batllrin, as attorney, in writing. '-X DyJ 111. .& IUr-1 k... FLOYD H. BATURIN, EXECUTOR Sworn and subscribed to before me, this A 7... day oftlih~'d 1983 {J,.~t! bl. ahlt~- OTARY PUBLIC Hy Commission Expires: L'..~V:JJ A. C:;:U~B. t-:,cfary rYe:;, M c.r-m",:.'.i':\l'l b.,i,r\'. Apr,t 8, lli66 H~rrjlb.JrCl. 'A Dcuptaill County ( SEAL) ,,--'.'- / .f;,; )<...;, :tl \ ;., ':'1 ---~l-------------------'--~' ....,. ::,.' m .@i ~ ' AMOUNT' ::,' :;;::<}u!* ~ f..,",\I~I'I">;l\ , 1_ "I".,\\.UA I} 1, ,1', ~,~"?I . ", '::g',;:f~};,~)I' 2.n1." " 'i"~\)ff ..:,~" (,:\t:,~~h: ,"<,;;;1 ,.'<",};. :':'H,~~) ".'til~ "i?;J ',I' Assessment Control No. ,:,'"":,, fdWD'~oM:' ...-.'" ~';i':" ~"~!''''i:' .,'., '. ',':' ,. , ". ,,)~:tt1MJ;j~ ~~'<:"~uriD," bq. ~{~~~S~G{);(\l';;'I,,!jl;:'...":"'~' ~~~:.: .~ t'~'~11"i,~,.~.:,:Ji'''-',:~,>;!,:,:"", """, ':.;."." :', . ~~'i,}:,:""",'i; .,.1IJiitPI1iI'ht~ t j(~~I':{"'."':' "" ", ~:/"'t,::.t;f..,.1'7.'.",.:;..',:,:,V:""") ,- .',' :'\~}',.,:',~~<':':"': '~," ',-' "", " , i;.~;;~\;::i;':', '.,:' '~~~t~~~~110N: f~Ls NUMBER ':..' . .~fl~Wf.};:;;~i;;1:i'~::'(:;'~;-',~:-;": ...,~ YJ:~~ O.~DECEDENT- ,~'~~",'-'::M,; ~r/:,;<~".'., ;':-', :.:, LAST ~~e~'9~~A~ENi ''\\I:':~:;'.:,;i~':':';i.1::\:-:';: 1/_>:;': ,,:' OS1MARK DATE ' , :;!.~ii,,""" ~.. ":r6 OF DEAlH -f;<~~i~;>K ,',. , ./ . .rohata =-1 ... 1 t1Ql .J JlOUJ' .. \27 FNb MI ,j'-' 1aa4 : i;;" '; :,:'~' ,~-; . ';;;:~;!;'~;:~.:~;" ',< Il"t~ 1~1::Y;'~I{i;" [ilTOTAL AMOUNT PAlD RECEIVED BY . . .~....,.... I.."i. (}. .... '. . GNATURE ,:'~: nfGISiEROf WILLS --,-~-~-~-----~-~~~-~~~~ . , 1~ I' . '1 , .' I, I ~ ,(~,( ) " ~'lY'l'l '.~.:j,. . , 'J' ." --' ,. i&;iii;t;'~f,:"" i,',N,;";i!'j?'.. ". ECEIVEDFROM:,:: ..' ......".."..:>'..', r'.'..<,',....'.,.",. .. -''''',' ,,'..'.." '~1i!~;;o'j:"lo~N~. ..tlldn : . a_oDd 8thM: ."''''~~~P... 171Qa ~'l~~'i\r:~, 'il;' ..', .... "J.r\i'.;; "i' ,- ;',.','\;;<:' 1~.i>J ~LrfS~:'~\f;1O i',,:'.':',::> '.'" ~<#"<lj, ) I '.\-. , ,~ATI'~~R~110N: .', ~~;~~R ...'..' 21-81-605 (!!:E'6Ji'DicEt>~T hOD . ,JIOUa R. TE~~)~~~~~>l1, .115 ff"""""~''','''''',,,,;, ",'.. ,. .., '!';~!h"IC'I>Ari:j.1u1~8... j.lt83 'CllIIhIIl'llUl4' ,AUla.: h. '1981 m ~. Assessment Cont",' No. . ".m' ,~<;:,:",I,,+:":<:'::i!{ .:. \~ W;#;~{~;i1,~) ':;~:' ,~-;,.':'!.:.ij',::'1I~t '. .' . ' ,,>;;'~'~f 110 88 ";;::'. . .~':~,:::.~~'::jm~ Probate ::l ,:', !~, ' .J .. ',~'." , .j, ";;, MI "r .\' ,) /,'>; "-,",'-l.;;- -;"';'~'._', .,',,' .. ;f ,.., ..-:..~, '7:.;r;~ :,-,,!.,;\,; ;',' ri]TOTALAMOUNT PAlO ",..., .160.81f RECEIVED BY tj~..(.().l ..~.j.'.,." '. . G/lARE ~. . , . '- ','. '. ~,t;'''''V'l,~j:; .' ".. ",,-,,,,:..,,., . . ." - " . ' ,.:. ':,--~ '.,'" .::T':' ., ....,.'.",-.- H~;GJ::,:~'E R ()r..\ILLS "', 'I;'> ,;,','" .. . '. . . . . . --------------.--,- -,-- --,'---,~; ;-,~,~.;.....~.~,"",.':-:,:'.'_':'.,\l':;. , .' '.., .. ~.l~ '.'.',.'. ):~ i'{'~ . .r,t. /, '~" '-.".w:\ . ~~ , .<<. ' ./!ft,.., ...." ' ....1 :.' . 'I" i i I. "( , ... , , .