HomeMy WebLinkAbout09-28-07
--.J
15056041125
REV-1500 EX (06-05)
PA Department of Revenue.
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
2 1 0 7
File Number
028 4
Date of Birth
178161761
o 302 2 0 0 7
091 6 1 9 1 8
Decedent's Last Name
Suffix
Decedent's First Name
MI
AND E R SON
BROWN
MARGARET
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
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 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
FILL IN APPROPRIATE OVALS BELOW
[ZJ 1. Original Return
o 4. Limited Estate
[ZJ
o
2. Supplemental Return
o
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
8. Total Number of Safe Deposit Boxes
L I NUS
E
FENICLE
717 763 138 3
Firm Name (If Applicable)
REAGER
REGISTER OF WILLS USE ONLY
&
A D L E R ,
P C
C)
'_c (-:)
:Q
~..-,
First line of address
2 3 3 1
MARKET
STREET
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Second line of address
0)
(;0
C AMP
H ILL
P A
17011
~
City or Post Office
State
ZIP Code
a
f\.)
Correspondent's e-mail address:LFENICLE@REAGERADLERPC.COM
..2.$~T~ ;z--
MECHANICSBURG
PA 17055
~76:}~7
SIGNATURE
ADDRESS
2331 MARKET STREET
CAMP HILL
PLEASE USE ORIGINAL FORM ONLY
PA 17011
Side 1
L
15056041125
15056041125
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-VtIl
--I
15056042126
REV-1500 EX
Decedenfs Name: MARGARET ANDERSON BROWN
RECAPITULATION
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B)
.................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
........................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous N,Q!!;Probate Property
(Schedule G) U Separate Billing Requested. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7)
........................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)
................ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
. . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
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.
118804.53
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 _ o . 0 0 15.
16. Amount of Line 14 taxable 1 1 8 8 0 4 . 5 3
at lineal rate X .O~ 16.
17. Amount of Line 14 taxable o . 0 0
at sibling rate X .12 17.
18. Amount of Line 14 taxable o . 0 0
at collateral rate X .15 18.
19. Tax Due
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042126
Decedent's Social Security Number
178161761
128818.83
128818.83
10014.30
10014.30
118804.53
o. 0 0
5 3 4 6. 2 0
O. 0 0
O. 0 0
5 3 4 6. 2 0
00
15056042126
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 07 0284
DECEDENTS NAME
MARGARET ANDERSON BROWN
STREET ADDRESS
4905 E. TRINDLE ROAD
CITY I STATE I ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
5,346.20
5,600.00
267.31
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C) (2)
5,867.31
TotallnteresUPenalty ( 0 + 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
0.00
521.11
0.00
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ...................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ................................................................................................ 0 00
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 00
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ......... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............................................................. ............. ........ ............... 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(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. ~9116(1.2) [72 P.S. ~9116(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. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET ANDERSON BROWN 21 07 0284
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
DESCRIPTION
MERRILL LYNCH - BROKERAGE ACCOUNT #872-20405
214 SENATE AVENUE
CAMP HILL, PA 17001-0810
FULTON BANK - CHECKING ACCOUNT #2218-37838
PO BOX 4887
LANCASTER, PA 17604
VALUE AT DATE
OF DEATH
126,378.00
2,440.83
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
128818.83
REV-1511 EX + (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARGARET ANDERSON BROWN
FILE NUMBER
21 07 0284
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MUSSELMAN FUNERAL HOME/CHESTNUT HILL CEMETERY 8,054.30
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)IEIN Number of Personal Represenlative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees REAGER & ADLER, PC 1,500.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 290.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees
7. SHORT CERTIFICATES 16.00
8. ADVERTISEMENT - CENTRAL PENN BUSINESS JOURNAL 79.00
9. ADVERTISEMENT - CUMBERLAND LAW JOURNAL 75.00
TOTAL (Also enter on line 9, Recapitulation) $ 10014.30
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
O<EV-"" '" "*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARGARET ANDERSON BROWN
SCHEDULE J
BENEFICIARIES
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 pnclude OU~ht spousal distributions, and transfers under
Sec. 9116 (a (1.2)]
1. DAVID A. BROWN - SON Lineal 59,402.27
133 WEST LOCUST STREET, APT. C-02
MECHANICSBURG, PA 17055
2. DONNA GLEESON - DAUGHTER Lineal 59,402.26
20 A LINDSEY WAY
GOFFSTOWN, NH 03045
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
FILE NUMBER
21 07 0284
(If more space is needed, insert additional sheets of the same size)
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death:
5.600.00
Discount:
267.31
Interest Table
Year Days Delinquent Balance Due Interest
this time period this year this period
Before 1981
1982
1983
1984
1985
1986
1987
1988 through 1991
1992
1993 through 1994
1995 throuah 1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
TOTALS
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996:
Penalty:
4.
\\NtserVer\DBiller\wpwin\Linus\Wills\BrownM~ Will.wpd
April 17. 2003
LAST WILL AND TESTAMENT
OF
MARGARET A. BROWN
I, MARGARET A. BROWN of Camp Hill, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do hereby make, p.ublish and deClare this my
Last Will and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at
anytime heretofore made.
1.
IDENTIFICATION OF FAMILY. I declare thatI have two (2) children whose names are
DAVID A. BROWN and DONNA B. GLEESON. As used in this Will, the term "my
children". refers to all my natural children and adopted children. As used in this Will, the
term "issue" refers to all lineal descendants of the indicated person of all generations, with
the relationship of parent and child at each generation determined by the definition of
"child/children" set.forth in this paragraph.
2.
PAYMENT OF BURIAL EXPENSES AND DEBTS. I authorize my executor to pay all
the expenses of (1) a funeral or memorial service; (2) the internment of my remains,
including the costs of a gravesite, if necessary; and (3) the installation and inscription of a
suitable marker at, and perpetual care of, the gravesite. I further direct my executor to pay"
all of my debts. that my executor in his or her sole discretion may allow as claims against my
estate.
3.
DISPOSITION OF T ANGmLE PERSONAL PROPERTY. I givoall ofmy~gible "
personal property of every kind and description, including, but not limite~~~ooks, ~ture&;~ ;.i1'
clothing, articles o~ house~old or pers~nal use o~ adornment, h~useh~1~s~s ~ij;~.~
effects, and automotive vehicles and theIr accessones, but excludmg any'~~, e~enc~s:' >.0;
of indebtedness, documents oftide, and securities and property used in c~eCj:ion with the," ',....)
operation of any trade or business, in equal shares, to my children, per s~ci-~ SE . ':
:::0
:.CJ --;
DISPOSITION OF RESIDUARY EST ATE. All of the rest, reSIdue and remainder
" W
of the property that I own at the time of my death, both real and personal, and of every kind
and description, wherever situated, to which I may be legally or equitably entitled at the time
of my death (my "residuary estate"), I give outright and absolutely, in equal shares, to my
children, DAVID A. BROWN and DONNA B. GLEESON. PROVIDED THAT, if any
of my children shall predecease me leaving issue who survive me, then I leave the share of
that deceased child to his or her issue, who survives me, per stirpes.
6
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1 (Jz.1:;r~t ~
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April 17,2003 .
5. POWERS OF ADMINISTRATION.
5.1. Grant of Powers. My executor, in the administration of my estate, shall have the
powers.and authorities set forth in this Article 5. These powers and authorities may
be exercised by my executor in his sole and absolute discretion,withoutthe
permission or order of any court. These powers shall be supplementary to those
conferred by law, including, but not limited to, those set forth in Title 20, Chapter 33,
of the Pennsylvania Consolidated Statutes.
5.2. Retention of Assets. My executor shall have the power to retain any or all property
of my estate, however received and acquired, for so long as he deems appropriate.
This power may be exercised even though the property may not be of the type
authorized by law for investment, and even though the retention may leave a
disproportionately large amount of the value of my estate invested in one type of
property.
5.3. Transfer of Assets. My executor shall have the power to sell, transfer, and convey
any property, of whatever nature, including real property, and wherever situated, that
I may own at the time of my death, or thatmay come into my estate or after my death.
The sale, transfer, or conveyance may be by public or private sale, at such time, on
such terms and conditions, including selling price and credit, in such manner, and for
any reason that my executor deems appropriate, including, but not limited to, the
purpose of obtaining net proceeds to be distributed to my residuary beneficiaries.
5.4. Investment. My executor shall have the power to invest and reinvest any property
in my estate in preferred and common stocks, bonds, notes, common trust funds
(including any managed by any corporate fiduciary), interests in investments, trusts,
mutual funds, leases, mortgages on property wherever located, and, generally, in any
property and in proportions of property as my executor deems advisable, even though
the investments are not of the character or proportions authorized by applicable law
for the investment ofthe funds.
5.5. Power to Borrow. My executor shall have the power to borrow money for any
purpose, for any periods of time, and on any terms and conditions. as he deems
advisable (including the power to borrow from any corporate fiduciary), and to
pledge, mortgage, or otherwise encumber any property in my estate to secure
repaYment of any loan, as well as the power to renew existing loans either as maker
or endorser.
5.6. Power to Hold Propel1y in Nominee Form. My executor shall have the power to
hold any property in the name of a nominee or in bearer form.
M1j~Ci2~
2
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April 17. 2003
5.7. Distribution in Cash or in Kind. My executor shall have the power to make
distributions in cash or in kind, or partlyin cash, in divided or undivided interests,
as amended,. or other applicable law, and to determine which assets shall be sold and
which shall be distributed in kind, without notice to or. consent by any beneficiary.
5.8. Distribution to Minors and Persons Under Disability. My executor shall have the
power to make distributions or payments to or for the benefit of any beneficiary who
is a minor, an incompetent, or who in the executor's judgment is incapacitated. The
distributions or payments shall be made in anyone or more of the following ways:
(1) directly to the beneficiary; (2) directly to the creditor in payment of the debts or
expenses of the beneficiary; (3) to the guardian of the person or estate of the
beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian for
the beneficiary under any law related to gifts to minors, including to my executor in
that capacity; or (6) to any other person who shall have the care and custody of the
person of the beneficiary. There shall be no duty to see to the application of funds
so paid, provided due care was exercised in the selection of the person to whom the
funds were paid, and the receipt of the person shall be full acquittance of the
executor.
5.9. . Continuation or Liquidation of Business. My executor shall have the power to
continue . or to permit the continuation of any business, incorporated or
unincorporated, in which I may have any interest at the time of my death for any
period of time, or to liquidate the business on any terms as he deems appropriate. ..
This power includes, but is not limited to (1) the power to invest additional sums.in
any business, even to the extent that my estate may be invested largely or entirely in
the business, without liability for any loss resulting from lack of diversification; (2)
the power to act as or to select other persons to act as directors, officers, or
employees of any business, to be compensated without regard to being an executor
under this Will; and (3) the power to make any other arrangements in regard to any
business as my executor shall deem proper.
5.10. Employment of Ag-en~. My executor shall have the power to employ and pay the
compensation of any and all attorneys, agents; custodians, attorneys-in-fact, experts,
investment counsel, accountants, bookkeepers, or other agents or providers of
services as my executor deems advisable in the administration of my estate.
5.11. Commissions. My executor shall have the power to take reasonable commissions
on account at any time during the administration of my estate without the approval
of any beneficiary or of the court, but subject to allowance or disallowance on the
settlement of the final accounts of my executor.
5.12. Third PartY Relian~e. No person or corporation dealing with my executor shall be
required to see to the application of any roperty paid or delivered to my executor,
3
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April 17, 2003
or to inquire into either the authority of my executor to enter into any transaction or
the expediency or propriety ofany transaction entered into by my executor.
5.13 Charitable Donations. In the event that any of my tangible personal property is
donated to a charitableorganization(s) then my executor is instructed to use
the value of said donationes) asan inheritance tax deduction for any inheritance tax
return which may be required to be filed as a consequence of my death.
6. PAYMENT OF DEATH TAXES. I direct that all federal and Pennsylvania estate and
inheritance taxes payable as a result of taxes assessed on property passing undetthis Will
shall be paid from my residuary estate as a part of the expenses of the administration of the
estate and shall not be deducted or collected from any beneficiary under this Will or other
transferee.
7. EXECUTOR.
7.1. Appointment. I name, constitute, and appoint DAVID A. BROWN, as executor of
my estate. IfDA VID A. BROWN shall not survive me, shall not serve as executor
for any reason, or shall cease to serve as executor for any reason after appointment,
DONNA B. GLEESON shall act as executor in his place.
7.2. Bond Not Required. None of the individuals named in Section 7.1 shall be required
to furnish a bond for the faithful performance of his or her duties as executor.
8. PRESUMPTI9N IN CASE OF SIMUI~T ANEOUS DEATH. For the purposes of this
Will, in determining whether a person has survived me or another person, a person shall not
be deemed to have survived me or another person ifhe or she dies within sixty (60) days of
my death or of the death of the other person.
9. LIABILITY OF EXECUTOR. My executor shall not at any time be liable formistake of
law or of fact, or both law and fact, or errors of judgment, nor for any loss coming to any
beneficiary under this Will, or to any other persons, except through actual fraud or willful
misconduct on the part of the executor. My executor may, from time to time, consult with
counsel with respect to the meaning, construction, and operation of this. Will, particularly
with respect to the appointments, allocations, and disbursements, and may act on the advice
of counsel in all matters without incurring liability on account of his or her actions.
10. INTERPRETATION.
10.1 Successors of Fiduciaries. All pronouns referring to an executor and the term
"executor" shall be construed to mean any person acting as my executor, co-executor,
personal representative, or administrator, as the case may be.
4
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April 17, 2003
10.2 Number and Gender. Jfrequired by the context of this Will, singular language shall
be construed as plural, plural language shall be construed as singular, and the gender
of personal pronouns shall be construed as either masculine, feminine, or neuter.
10.3 Headings. All headings used in this Will to describe the contents of each article,
paragraph, or other division are provided for convenience only and shall not be
construed to be a part of this Will.
lOA Governing Law. This Will shall be construed in conformity with the law of the
Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, consisting of five (5) typewritten pages., the first four (4) Of. w~ear m. y S.l'gnatur. e in.
the margin for the pllIpose of identification, this -!.2day of ~-< ., /, 2003,
/J;u~d:- f2($,~
MARGARET. .lJROWN, Testatrix.
Signed, sealed, published and declared by the above-named Testatrix, MARGARET A.
BROWN, as and for her Last Will and Testament, in the sight and presence of us, who, at her
request, in her sight and presence and in the sight and presence of each other, have hereunto
subscribed names as witnesses.
~;;-.
13JI #l.tfiT .rt
Address /J
. . d,flt/ /I/~t //1
Witness
~~/{~
Witness
. c133/1Jf~/([T Sk~
AddrCqr>J4 Ill/ (J/j /7o~
5
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April 17, 2003
COMMONWEALTH OFPENNSYL V ANIA
COUNTY OF ~ (.L.tM.lo U( ~\.ci
)
: SS.
)
I, MARGARET A. BROWN, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HA VINGBEEN DULY QUALIFIED ACCORDING TO LAW, DO
HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST
WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE
AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED.
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME BY MARGARET A.
BROWN, THE TESTATRIX THIS /1~Q DAY OF .4/i/f.:rt. ,2003.
NOTARIAL SEAL
CASSANDRA T. ROSENBAUM, Notary Public
Camp Hill Boro, Cumberland County
My Commission Expires December 4, 2004
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Qu...IM.1a~~
WE, f Ii/tlI' Go n-A/:rttt7 AND /l/c/SsIf .0/ ~.../j
THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING
DULY QUALIFIED ACCORDINGTO LAW, DEPOSE AND SAY THATWE WERE PRESENT ANn
SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL
AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED rr AS HER FREE
AND VOLUNTARY ACT FORTHE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE
HEARING AND SIGHT OF THE TESTATRIX SIGN;ED THE WILL AS WITNESSES; AND THAT TO
THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR.MORE
YEARS OF AGE,. OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE.
a;W.ORNORAFFIRM._ EDTOANDSUBSCR.JBEDZ.TOBEF... _ ME. '~DAYOF
_ 'A -L'T. . ' 2003.. .;; _ .
WITNESS
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NOTARY PUBLIC ...
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NOTARIAL SEAL
CASSANDRA T.. ROSENBAUM, Notary Public
Camp Hill Bora, Cumberland County
My Commission Expires December 4, 2004
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6
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
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File Number 2 1
07
0284
Personal Representative(s) of the Estate of MARGARET ANDERSON BROWN
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside ofthe
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
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I verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa. C.S. ~ 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) LINUS E. FENICLE
(Address) 2331 MARKET STREET
(Telephone) 7177631383
(Supreme Court J.D. No.) 20944
CAMP HILL PA 17011
DATE OF DEATH
LAST RESIDENCE
4905 E. TRINDLE ROAD
MECHANICSBURG
DECEDENTS SOC. SEC. NO
3/2/2007
PA 17055
178161761
FIGURES MUST BE TOTALED
Stocks & Bonds
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
MERRILL LYNCH - BROKERAGE ACCOUNT #872-20405
214 SENATE AVENUE
CAMP HILL, PA 17001-0810
FULTON BANK - CHECKING ACCOUNT #2218-37838
PO BOX 4887
LANCASTER, PA 17604
Real Estate
126,378.00
2,440.83
(Attach additional sheets as needed)
TOTAL:
128,818.83
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. c.s. J 3301 (b))
Form RW-09 rev. 10.13.06
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