The URL can be used to link to this page

Home My WebLink About08-07-07 .-J 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT ) l . '07 - ~\l Date of Birth 174-20-3605 03242007 10141927 Decedent's Last Name Suffix Decedent's First Name MI BRA'UGHT (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MERVIN L. Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW m 1. Original Return D 4. Limited Estate D D D D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and H-95) 8. Total Number of Safe Deposit Boxes 2. Supplemental Return o o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required m 6. Decedent Died Testate (Attach Copy of Will) D ~. Litigation Proceeds Received D 11. .~Iection to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT M. FREY Firm Name (If Applicable) 717-243-5838 REGISTER OF WILLS USE ONLY FREY AND TILEY '-. ) First line of address ,-, ~t.) - -.J i, J 5 SOUTH HANOVER STREET ('-'J l, ~. Second line of address .,_.... -..J City or Post Office State ZIP Code _I :il DATE FILED ".:~I --., I.,) :"1 CARLISLE PA 17013 f'.) co .. I SIGNATURE OF PREPARER OTHER THAN R.EfRESENTATIVE {/l,ft- k.. ' if? ADDRESS 5 SOUTH HANOVER, CARLISLE PENNSYLVANIA 17013 PLEASE USE ORIGINAL FORM ONLY DATE <j 1 6 1 Side 1 L 15056041114 15056041114 .-J , dM -1 15056042115 REV-1500 EX Decedent's Name: MERVIN L. BRAUGHT RECAPITULA TfON 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174-20-3605 Decedent's Social Security Number 1. 2. 3. NONE 4. NONE 5. 6. NONE 7. NONE 8. 9. 189000.00 9800.00 110598.00 309398.00 18527.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10. 11,. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . .. 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O ~ 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 2877 90 . 00 16. 19. TAX DUE. . . . . . . . . . . . . . . . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042115 . . 11. 15. 17. 18. 19. 15056042115 2622.00 21149.00 288249.00 0.00 288249.00 0.00 12951. 00 0.00 0.00 12951.00 o -1 REV-1500 EX Page 3 174-20-3605 Decedent's Complete Address: File Number 21-07-0317 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER MERVIN L. BRAUGHT 174-20-3605 STREET ADDRESS 76 LINN DRIVE CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 12951.00 11799.00 621.00 Total Credits (A + B + C) (2) 12420.00 3. InteresUPenalty if applicable D. Interest j E. Penalty TotallnteresUPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 531.00 A. Enter the interest on the tax due. (SA) 531.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No o []] o o o o 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 0 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . Yes .0 o o o o o c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P .S. 99116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for I the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P .S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. s9116(a)(1.3)]. A sibling I is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Mervin L. BrauQht 21-07-0317 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER < .. DESCRIPTION Real Estate, 76 Linn Drive, Borough of Carlisle, Pennsylvania VALUE AT DATE OF DEATH 189,000 j' TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 189,000 ~ ,- S, Deoartment of Housinn and Urban Develonment Form US HUD - 1 Paae No, 1 ( 1. FHA Settlement Statement - U, ( 2 FmHA 6, File Number 7, Loan Number 8. Mortgage Insurance ( 3, Conv. Unins. Case Number ( 4.VA RE2937 12205084 ( 5. Conv. Ins. ABST#6412 C. This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.c.c.)" were Dald outs the closing; they are shown here for informational purposes and are not included in the totals ~ D. Name and Address of Borrower: E. Name and Address bf Seller: JOSEPH B. ZUCATTI ESTATE OF MERVIN L. BRAUGHT, JR. JUDY B. ZUCATTI JEAN M. HENRY, EXECUTRIX 76 LINN DRIVE JUDY B. ZUCATTI, EXECUTRIX CARLISLE,PA 17013 CAROL L. FRY, EXECUTRIX TIN F. Name and Address of Lender G. Property Location M & T BANK 76 LINN DRIVE, CARLISLE, PENNSYLVANIA 17013 ISAOA ATIMA 3RD WARD OF THE BOROUGH OF CARLISLE P.O. BOX 1288 CUMBERLAND COUNTY BUFFALO, NY 14203 PARCEL NO. 04-23-0600-197 H. Buyer's Settlement Agent: Frey & Tiley Law Office I. Settlement Date: Place of Settlement: 5 South Hanover St. July 9, 2007 5 South Hanover Street TIN 25-1730538 Carlisle PA 17013 @ 3:30 P.M. Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100 Gross Amount Due From Borrower lOt Contract sales price 102 Personai property 103 Settlement charges from (line 1400) 104 105 400 Gross Amount Du~ To Seller 189,000.00 401 Contract Sales price 402 Personal property 3,623.39 403 404 405 189,000.00 Adjustments for items paid by seller in advance: 106 City(town taxes 7(9(07 to 12(31(07 107 County taxes lOB Assessments 109 llQ School taxes 7(9(07 Adjustments for items paid by seifer in advance: 382.89 406 City(town taxes 7/9/07 to 12(31/07 382.89 407 County taxes 408 Assessments 409 '. to 6(30(08 1,862.75 410 School taxes 7/9/07 411 412 194,869.03 420 Gross Amount Due to Seller to 6(30(08 1,862.75 III 112 120 Gross Amount Due From Borrower ~ 191,245.64 200 Amounts Paid By Or In Behalf Of Borrower 201 Deposit or earnest money 202 Principal amount of new loan(s)*** Wire $129,075.86 203 EXisting ioan(s) taken subject to 204 205 206 GIFT OF EQUITY CREDIT 207 208 M&T CHECKING 500. Reductions In Amount Due. To Seller 0.00 501 Excess deposit (see instructions) 131,000.00 502 Settlement charges to seller (line 1400) 503 Existing loan(s) taken subject to 504 Payoff of first mortgage loan 50S Payoff of second mortgage loan 63,000.00 506 GIFT OF EQUITY CREDIT 2,022.70 .. ,\';;' 63,000.00 ./.. 1..1 ) 209 507 100.00 508 509 Adjustments for items upaid by sefler 210 City(town taxes 1(1(07 to 7(9(07 211, County taxes 212 Assessments 213 214 School taxes 7(1(07 Adjustments for items upaid by seller 510 City/town taxes 1(1/07 to 7/9/07 511 County taxes 512 Assessments to 7(9(07 513 514 School taxes 7/1(07 515 516 PROCEEDS TO CAROL B. FRY 517 PROCEEDS T JEAN M. HENRY to 7(9/07 215 216 217 218 219 220 Total Paid By/For Borrower 63,000.00 63,000.00 518 519 194,100.00 520 Total Reductions to Amt Due Seller 191,022.70 300 Cash At Settlement From/To Borrower: 301 Gross amount due from borrower (line 120) 302 Less amounts paid by/for borrower {from line 220) 303 Cash (X) From ( ) To Borrower I 194,869.03 ( 194,100.00) 769.03 600 Cash At Settlement To/From Seller: 601 Gross amount to seller from (line 420) 502 Less reductions in amount due seller (from line 520): 603 Cash ( ) From (X) To Seller , I 191,245.64 (191,022.70) 222.94 Sales/Broker's Comm. based on price: ,Slon of Commission (line 700) as follows: to to 189,000.00 @ % - 0.00 L. SETTLEMENT CHARGES J3 704 Commission paid at Settlement 70S 800 Items Payable In Connection With Loan: (Mortgage Amt: 131,000.00) Total charges, ,Lines 801 through 941.28 801 Loan Origination Fee .000 % to 802 Loan Discount .188 % to M 8< T BANK B03 AppraISal Fee to APPRAISAL.COM - PO $330 - DUE $350 804 Credit Report to CBC - $11.50 aDs lender's Inspection Fee B06 Mtg-Ifls Application Fee 807 Assumption Fee to to M8<T BANK - $100 to B08 TAX SERVICE FEE TO FIST AMERICAN RETS 809 FLOOD CERT FEE TO FIRST AMERICAN FDS 810 PROCESSING FEE TO M8<T BANK 811 DOC/PREP FEE TO M8<T BANK 900 Items Required By Lender To Be Paid In ~dvance: 901 Interest From 9-Jul-07 to 31-Jul-07 @ 23.777397 per day = 902 Mortgage Insurance Premium for 903 Hazard Insurance Premium for 904 90S 1000 Reserves Deposited With Lender: months to years to PENN NATIONAL INSURANCE years to YEARLY PREMIUM $513 EFFECTIVE 7/9/07 THROUGH 7/9/08 Toal Reserves, Linesl00.l th~rugh 1.00S.: 535.98 3 mos. @ $42.75 per month mos. @ per month mos. @ $66.55 per month mos. @ per month mos. @ per month mas, @ per month 2 mos. @ $158.71 per month 1 1001 Hazard insurance 1002 Mortgage insurance 1003 City property taxes 1004 County property taxes 1005 Annual assessments 1000 1007 School taxes 1008 Aggregate Settlement Adjustment 1100 Title Charges: 1101 Settlement or closing fee 1102 Abstract or title search 1103 Title examination 1104 Title insurance binder 1105 Document preparation to to to to to 1106 Notary fees to 1107 Attorney's fees to FREY 8< TILEY (Includes above items numbers: ) ] 108 Title Insurance to FREY &. TILEY (COMMONWEALTH LAND TITLE INS, CO.) (Includes abov~ items numbers: Basic - No Reissue ) 1109 Lender's Coverage $ 131,000 Endorsements: 100, 300, 8.1 1110 Owners Coverage $ 189,000 1111 CLOSING SERVICE LETTER TO COMMONWEALTH LAND TITLE INSURANCE CO. 11 \.2 1113 OVERNIGHT DELIVERY FEES TO FREY 8< TILEY 1200 Government Recording and Transfer Charges: 1201 Recording fees: Deed $39.00 1202 City/county/stamp Deed EXEMPT 1203 State tax/stamps: Deed EXEMPT 1204 1205 DEED RECORDING FEE TO RECORDER OF DEEDS 1300 Additional Settlement Charges: Mtg pages.: Releases $ Deed Pages: 0 Mortgage $64.50 Mortgage $ Mortgage $ 1301 Survey 1302 Pest inspection to to 1303 Current Taxes due from Borrower/Seller to Carlisle Borough Tax Account 1304 l30S 1306 1307 1400 Total Settlement Charges (enter onlines 103, Section J and 502, Section K) Paid From Borrower's Funds at Settlement 0.00 246.28 20.00 LENDER PO P.O.C. 72.00 8.00 195.00 400.00 546.88 P.O.C. 128.25 399.30 317.42 (308.99) 1,453.75 35.00 7.00 103.50 3,623.39 Page No. 2 Paid From 700 Seller's Funds at 701 Settlement 702 703 704 70S 800 801 802 803 804 805 806 807 808 809 810 811 900 901 902 903 90' 905 1000 1001 1002 1003 100. 1005 1006 1007 100B 1100 1101 1102 1103 1104 1105 1106 0.00 1107 110B 1109 1110 111l 1112 1113 1200 1201 1202 1203 1204 39.50 1205 1300 1301 1302 1,983.20 1303 1304 1305 1306 1307 2,022.70 1400 :I: 0 " 0 " 0- :I: " 0 " 0 o -n ~~ m -I )> "Tl"Tl g )> -I rn -I)> -n c::-n (Il o -< -t~ g ~ (Il 0-< :n 0 0 ' ~ :n 0 " (;; -t ~ m :n 5<h1 fI.' r 5< m rn OJ(Jl OJ "COOS: O"tlJ ~~5 >"s:> O"CO r:l> "COOS: O-.ltlJ :D:D' >-.I:S::> O"CO F 56>50 >0l:D oOl>en >0> r:o :I:>,O >0l:D mroO oOl>en >0> :D'> en!!!,'" :DC "C en :DtlJ:D :Em oenOz f2C~ en!!!.'" :DI"Cen :ntlJ:D :E Z:I:en~ IZC -o.l\J mzzu:J CoC =iz z:J:eno -o.l\J mzzm CaC =i mom> UizG) g~U1 enZOen ~x~ :I:m mom> (jj~G) g~U1 enzo~ ~x~ :r: qzO-< 'O:J: z"" -<(Jl qzO-< 'O:J: zd', -< '0" z 0" , m....m 0 m:D:-l ..,e.. .fT1om 00 m:D:-l ..,e.. :n06 .-J.r:J:1 ~20 c:O -Lr:I:. . 0 c -.I-<O"'l1 "C-s: :;~ "C9 8 :00 -.1-<0'11 "C-:s:: :;tlJ -"" "C9 8 :0 l\5>C:D ><m <, . l\5>c:n >riim IS. <, , 1_. (,)ml\Jo >U1:n :o:E (,)ml\Jo >U1:n :0, t5:!l~a .....m:n c: "":!l0- c: :g <ft3 ....v:>o m- co 0 ..... ~ :g <ft3 .....v:>o m -.I < S' -0-< 'm>> -.I :" -.I~c -0 :km-<?< o - co go -.I~c :00 t:n-<-< ~ Z co g9. ~mG) :0 l\J:Dena> ..... z 0.... ~mG) mC l\J enet) w ~~ m t\) -'" . . v:> I 0(0 W(J):I: (Jl(Jl t\)~ o' I wen:J: (Jl C:? 0 . ..... ..,.., m:r: C:? 0 -I-i m c.... ~"" c.... ...."" .... 0 :n 0 20 .... 0 :D 0 co en> 2 U1 > (J)> U1 > -I, m -.I Ox ~c m -.I Ox e s: m C> -tr e s: m C> ~: -.I 0 -0 -.I 0 "" -io <0 "" -10 <, 0 0 :J:o mo 0 0 :J:o m, 0 ~ ~O 2 0 ~ enO "C (0 :nC "Tl "C to -ic s: Q mZ :0 s: Q ::Oz ~-I ;!: m-i 0 0 ~ 0 :0 0 ~ m ~ 0 Ol m Ol =u -t :D I CD C rn :3 111 111 ~ :D ::E ~ g m "C ~ ll> 111 '< rn 3 CD 6 ?- m "T1 0 Q ." ll> m :n F (l) n ." CD 0 -a :D m > ::> aJ n :D 0' ~ Ul \1) ~ en " ~ > ~ 0. 0. 0 @ en ." Ul ~ (l) 0. (J) c: Iii :D 3 0 "0 0 CD c:: 0. ~ m :J < E (1) 0' '0 !b g ~ " rn I ~lii'lll nl'l nl'ln <:> OPJ o III 0 Ill'" rrO ~li ~li~ .....'" :i~~ <:: <1l <1l m . C ~ mm :<1 lj) <1l I:" ~ 0 D- --.. ::e H I>il ottl I>il "l1 "l1 n n c: > J: ':1:1 .lll 01: 0 om ~UI 0 0:1:1 ~ 0 -J~S; '" ~~rn ..... '" "'''' ~~z I:" , 0 . 0 g~ HH "'0 wO ",oc 111111 > ",0 00 ",0 oD- - I--- "'''' !: H 11I11I ...... 0 0 ~ IloPo e 0 0 t1 0 0 0 .....0 00 ~ wN 0"'''' .....<: 1111 w'" "'..... -'''' "'~ "'..... .....'" "'''' 00 0 0 o. '" ;;;g -,0 ",0 00 "" e ....0 .....0 ....0 orr III~ m 11111 11Irt' ! :3: 011 " " ". P II <1l Ii III 0..... ~~ ~ 9 wO ~!::: .... '" S '" '" .... "'''' Ot '" -' 11l 00 en :..'" ",'" :.oN; 00 CD -'-' ....."" "''''' w",,- ~~ ..... wo ~ ~!::: .... w 11l ... '" '" U1 ....... "'''' "" .... :-' ~ ;;I1...0 00 18 0 2",rr 00 '" '" o~ -'-' '" ..... '" .:::: ~ ;f 0 .... w !::: I -' w '" ~ '" -'..... ~.... '" III . ....~ 0 &t ;"0 ",0 ",0 0 -' 0""" "'""" '" "" -<n- 0~"l1 c:_~ :I:IJ:-l "VCIl"V :I:Ic> 0:1:1- "V~c ;c~ ~"l1" . 0 t! :1:1" 81 ~i i!!l ~~ c! :!I~ Clll Zm lj):I:I ~~ ~i 9!1S ~d z~ !:!l () o a Q. z q o o "" o ~ ~ "" w ~ i\J o o -.I CIl W I,) .' I rn m m " ~ m :D rn m rn 6 m o ." m r- r- ." o :D > aJ :D ~ ~ o ~ o ." ~ c: :D o o c: ~ ~ c o ~ (II I J.J CD 2' 3 ~ ~, -u ll' '< 3 ~, '1 Q. \l.1 JJ (l) (') -I CD S< ~: () o I I m ~ :D o o "C -< -<n- 0~"l1 c_~ :I:IJ:-l "Vlll"V :I:Ic> ~:I:Ia ~~~ ~"l1" . 0 t! :Il.... n~ ~~ ~g OUl z!!l ~~ c~ !Ij: Clll Zm Q:I:I ~2 >:Il I:z 9!1S >-1 ~o z~ ~ ~ CI .... I a a i i ~ II m :J o 0' '" (t\ (j) ~~ ~ 0- 0- it '" '" ~ 0- C/) it :1 1::' a. 0- m ::J <: <L 5" 'C !" ~ o !!l. ~ ~ z ~ HI-! 111 HI "'''' III III ...... Po Po 00 II IS 00 "" IIII>' 11111 11Irt' 011 11 11 II ~~g@~8~~8~~g HCD~::!<1l CDC~t:<1la 0tnc.-<rn UJ m~~ Q CD z ~ ::ere: ~ 0 p.q I>il ~ttl I>il ~ n C > !: o:ll 0 om 0 ~~ ~ ~:Dw ~ -I \DCOf;; j-l~t-..)>U1 co > ?'6 ?'~:"~Zo~~ >< ~g ~g~gcg~ ~- - o e z -l o c: m , v ): >- "'t ): -< rr ::t c. C -c -< o o "" H .a t1~ .....OCl ..... < -, "'\lj-' ~ai 3 It a a :D t i ~ i o 0 o 0 0"'''' N~-JN' ......oowOO O. '" UlOOO ~Oj-lO o o w'" "'''' "'.... o -'0 ","0 3: .... P <1l Ii III 0..... ","w --..--.. '" 0 0..... --..--.. '" '" 00 00 -'-' ... '" '" :..'" ....."" c ~ * ft' ~t>.):.ot0; \J1df'\"u-*'" ~ en CD '" '" --..--.. wo 0..... --..--.. "'''' 00 00 -' -' ~ ~ ;:z !=i '" -' w U1 tv '" '" .... '" .".:'" (} 0 g;;;;;E!. tDo)--'~ ~ ... "" Co CD ... w .... o \C CD .... -' --.. o ..... --.. '" o o -' w S i\J o o -..j t: CD CIl &t .... -' -'..... ",0 0"" w ~ ;&' o '" ::I . !-I, t--l;! UlO",Orco 1..O~\DdP 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF Mervin L. Braught FILE NUMBER 21-07-0317 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Frog and Switch, (140shares@$70.000) VALUE AT DATE OF DEATH 9,800 TOTAL (Also enter on line 2 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 9800 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mervin L. Braught Include the proceeds of litigation and the date the proceeds were received by the estate. All DroDertv iointlv-owned with riaht of survivorship must be disclosed on Schedule F. FILE NUMBER 21-07-0317 ITEM NUMBER 1 2 3 4 5 6 7 8 9 DESCRIPTION Household Goods 1989 Chevrolet Wagon M&T Bank, Checking #2670031141 M& T Bank, Savings #15004200931184 M& T Bank, Savings #15004200931184, Accrured Interest Note of Christopher Beecher to Mervin L. Braught Cash Refund, Sentinel Refund, Blue Cross/Blue Shield VALUE AT DATE OF DEATH 600 100 2,417 87,304 95 19,623 18 32 409 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 110,598 ~ rlIM&rBank 499 Mitchell Street, Millsboro, DE 19966 Apri14,2007 , Frey & Tiley Attomeys At Law 5 South Hanover Street Carlisle, PA 17013-3385 RE: Estate of Mervin Braught Jr. Date of Death: March 24, 2007 Social Security No.: 174-20-3605 Dear Mr. Frey: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Checking Account Account Number.................... ...2670031141 Ownership (Names o.fl...............Mervin Braught Jr., Mildred Braught Opening Date.......................... .02/27/92 Balance on Date ofDeath..........$2,416.66 Accrued Interest $ 0.00 Total. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . . .. . $2,416.66 2. Account Type.... .................... ...Savings Account Account Number.................... ...15004200931184 Ownership (Names o.fl...............Mervin Bruaght Jr., Mildred Braught Opening Date.. ..................... ....02/27/92 Balance on Date ofDeath..........$87,303.64 Accrued Interest $ 94.57 Total................................... ....$87,398.21 The above named decedent did not have a safe deposit box. I, Christopher Beecher acknowledge that Mervin L Braught Paid my loan with M&T Bank in the amount of$19,714.98 on December 8, 2003 also I acknowledge that I was in default several times and that Mervin Braught paid these defaults as follows, $289.52 on 8/14/03 and $868.56 on 11/21/03 for a total amount of $1,158.08 to cover my defaults. Therefor I agree to pay to Mervin Braught the total $20,873.06 @ 1 % interest. Payments per month will be $288.00 and are due on or befor the 6th of each month. In the event that Mervin shall die befor this loan is paid I agree to pay $96.00 each month to Carol Fry, Jean Henry both Aunts of mine and to my mother, Judy Beecher until this loan is paid in full. The interest shall be paid quarterly as the interest is not included in the monthly payments (l~/ l)A j E /~/;7/03 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRA TlVE COSTS ESTATE OF FILE NUMBER Mervin L. BrauQht 21-07-0317 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Hoffman Roth Funeral Home, Funeral Services 2,356 2. George Flower's 191 3. Mt. Holly Springs Cemetery 400 4. Carlisle Memorial Service, Headstone 1,717 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip 2. 3. Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Judy E. Zucatti Street Address 76 Linn Drive City Carlisle State PA Zip 17013 10,000 Relationship of Claimant to Decedent DauQhter 3,500 4. Probate Fees 348 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of Wills, Filing Fee 15 TOTAL (Also enter on line 9 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 18527 REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mervin L. Braught 21-07-0317 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE OF DEATH SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ITEM NUMBER DESCRIPTION 1. Suburban Propane 386 2. Penn National Insurance, Homeowners and Automobile 235 3. Judy E. Zucatti, Reimburse expenses 903 4. Carol L. Fry, Reimburse expenses 803 5. Jean M. Henry, Reimburse expenses 175 6. Embarq, Telephone 14 7. Comcast,Util:Cable 54 8. M&T Bank, Bank Charges for Check Books 13 9. Recorder of Deeds 40 10. PPL. UtiI: Electricity -1 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,622 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER M h 21070317 ervln L. BrauQt t - - RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Carol L. Fry Daughter 1/3 residue of estate 30 Chatham Drive Voorhees, New Jersey 08043 2 Jean M. Henry Daughter 1/3 residue of estate 1201 Fleetwood Drive Carlisle, Pennsylvania 17013 3. Judy E. Zucatti Daughter 1/3 residue of estate '- 76 Linn Drive Carlisle, Pennsylvania ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 1\- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF MERVIN L. BRAUGHT I, MERVIN L. BRAUGHT, of 76 Linn Drive in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and dis- posing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix or Executrices to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. 2. All of the rest, residue and remainder of my Estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife, Mildred N. Braught, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said wife, Mildred N. Braught, shall survive me by a period of ninety (90) days. 3. Should my said wife, Mildred N. Braught, pre-decease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my Estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my children as shall survive me by a period of ninety (90) days, their heirs and assigns, but should any of my children fail to so survive me then the share such deceased child would have received shall pass to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares. At the present time I am father of the fOllowing three (3) children: Carol L. Fry, Judy E. Beecher, and Jean M. Braught. 4. I hereby nominate, constitute and appoint my said wife, Mildred N. Braught, as Executrix of this my Last Will and Testament, but should she pre-decease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and ~ppoint my three (3) daughters or any of them, they being Carol L. Fry, Judy E. Beecher, and Jean M. Braught, as alternate or successor Executrices, and I further direct that none of them shall be required to post any bond to secure the faithful performance of her duties in the Common- wealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on one (1) page, this 6th day of ,June , 1984. ~-rr~ Me ~~ L. Braught (SEAL) Signed, sealed, published and declared by MERVIN L. BRAUGHT, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attes- ting witnesses. I/"J - r- [ '7-.. ,~-?-.. I ~ iI""i