HomeMy WebLinkAbout02-0035
P TITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate if Jeffrey L. Brandt
also kn wn as
No.
To:
~ I.O~...35
Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social S curity No. 187-58-2044
The p tition of the undersigned respectfully represents that:
Your etitioner(s), who S/are 18 years of age or older, appl t
for letters of administration
on the estate of
(d.b.n ; pendente lite; durante absentia; durante minoritate)
the abov decedent.
ent was domiciled at death in
last family or principal residence at
Cumberland COUIlty, Pennsylvania, with
19 Beecher Drive, Carlisle, Penn Township,
(list street, number and municipality)
\
PA
Center Hershe
,~
Decenden at death owned property with estimated values as folllows:
(If domici ed in Pa.) All personal property
(If not do iciled in Pa.) Personal property in Pennsylvania
(If not do iciled in Pa.) Personal property in County
Value of r al estate in Pennsylvania
situated a follows: 1 g Beecher Drive. Carlisle , Penn
$ 20,000.00
$
$
$ 100,000.00
Township, Pennsylvania
Petition r--S.-.. after a proper search ha ve ascertained that decedent left no will and was survived by
the followi g ~ heirs:
Name
Brandt
Brandt
Relationship
Father
Mother
Residence
2055 Walnut Bottom Rd., Carlisle
2055 Walnut Bottom Rd., Carlisle
/'
THEREF IRE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate orm to the undersigned.
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harles W. Brandt
Walnut Bottom Road
Car isle PA 17013
~~~~ lJ;/Jt2-?>dt:-
Suz ne W. Brandt '
2055 Walnut Bottom Road
Carlisle, PA 17013
/7- 33 - .b
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
} 55
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
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affirmed and: subscribed
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No 21-02-35
.
Estate of Jeffrey L. Brandt
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
in the estate of
AND NOW JANUARY 14, }IJ 2002 ,in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me, (') (j .. :0
IT IS DECREED that CHARLES W. BRANDT AND SUZANNE W. BRANna; (tI ~ :D (l)
is/are entitled to Letters of Administration, and in accord with such finding, ~i"s of AdministtiiiiP
m \"t,1 '- ;a. 0
OJ'; ~ we
are hereby granted to CHARLES W. BRANDT AND SUZANNE W. BRANDT-, ~.,;. ..... c...,
o. f';> ~ Q. ;.~)
....,
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Register of Wills. (J .
JEFFREY L. BRANDT
ocri'
FEES
Letters of Administration $ 235.00
Short Certificates(l(~ .. . .. .. ... $ 30 . 00
Renunciation ................ $
JCP $ ') . 00
TOTAL _ $ 270.00
Filed . .~~~~~. .1.~! . ~.qq? A.D. n: 2002
Hubert X. Gilroy, Esq. (29943)
ATTORNEY (Sup. Ct. J.D. No.)
4 North Hanover St~geearlisle, PA
ADDRESS
(717) 243-4574
PHONE
CALLED ATTORNEY JANUARY 14, 2002
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Deced nt: Jeffrey L. Brandt
Date of Death: Januar 6 2002
'J-
Will No. Admin. No. 2002 - 00035
To the Regi,'." \
I certify that no1tIce of (beneficial interest) estate administration reqUIred by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on April 29. 2002
Name
Charles W. Brandt
Suzanne Bra dt
Address
2055 Walnut Bottom Road Carlisle(' PA 17013
2055 Walnut Bottom Road, Carlisle, PA 17013
Notice has now bee given to all persons entitled thereto under Rule 5.6(a) except :nOlle
Date:
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Signature
Name
Hubert X.
Esquire
Broujos & Gilroy, P.C.
Address 4 North Hanover Street
"f:J
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Carlisle, PA 17013
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Telephone (717) 243-4574
Capacity: _ Personal Representative
-X-Counsel for personal representative
JRD/June 3 , 1992/17858
MAY 1 6 200t)
Estate No.: 21- 02-00035
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: E tate of Jeffrey L. Brandt
Late of
NO.
,
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal R presentative: CharEl es W. Brandt
Counsel for Personal Representative: Hubert X. Gi 1 ray Esq.
Date ofGra t of Original Letters: January 14, 2002
April 24, 2002
The ndersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Co rt Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common PIe s of Cumberland County, that neither the above named personal representative nor
the above na ed counsel for the personal representative have filed with the Register of Wills or
Clerk of the rphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Co rt Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Co Rules, was given by the Register of Wills on 4-24 ,2002 , and that the ten
(10) day notic to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
the Court is h reby notified of such delinquency and the undersigned requests that a Court
conduct a hea . ng to determine whether sanctions should be imposed upon the delinquent
personal repre entative or counsel for the delinquent personal representative.
Date: May 5, 2002
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
0..., /). .
A hearing is sch duled for () -Oor--tJ C1- at 7- /" -3tf A AIt1 Courtroom No.3. If the
Certification of otice is filed prior to the hearing date, the hearing ill automatically be
cancelled.
. _~i( ~~________J{ ___30__ 0.2-_ mu
JOHN H. BROUJOS
HUBERT X. GILROY
BROUJOS & GILROY, P.c.
ATIORNEYS AT LAW
4 NORTH HANOVER STREET
CARUSLE, PENNSYLVANIA 17013
Register f Wills
Cumberla d County Courthouse
.One Cou house Square
Carlisle, A 17013
RE Estate of Jeffrey L. Brandt
File No: 21-02-0035
Dear Sir 0
September 6, 2002
TELEPHONE: (717) 243-4574
FACSIMILE: (717) 243-8227
jbroujos@broujosgilroy.com
hgilroy@broujosgilroy.com
NON-ToLL FOR HARRISBURG AREA
717-766-1690
Enclosed is a check in the amount of $7,179.19 as payment on inheritance taxes in the
above refe nced estate.
bc
cc: Mr. and rs. Charles Brandt
Hubert X. Gilroy
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEN E
BUREAU OF INDIVIDUAL AXES
DEPT. 2B0601
HARRISBURG, PA 1712B- 601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GILROY HUBE RT X
4 N HANOVEf STREET
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
-------- fold
101
ESTATE INFORMATI( N: SSN: 187-58-2044
FILE NUMBER: 2102-0035
DECEDENT NAME: BRANDT JEFFREY L
DATE OF PAYMENT: 09/06/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/06/2002
TOTAL AMOUNT PAID:
REMARKS: SUZANNE BRANDT
C/O HL BERT X GILROY ESQUIRE
CHECK# 0099
SEAL
INITIALS: DO
RECEIVED BY:
MARY C. LE
REGISTER 0
REGISTER OF WILLS
"'<:,. ...,."
';, I J _) ~ ",., \
~ I J I I I I till' ' \ \ \
REV-1162 EX(11-96)
NO. CD 001594
AMOUNT
--------
I $7,179,19
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$7,179.19
WIS
F WI LLS
un
COMMONWEALTH OF P NNSYlVANIA
DEPARTMENT OF REVEN E
BUREAU OF INDIVIDUAL AXES
DEPT. 280601
!" HARRISBURG. PA 17128 601
~. .
R:~~EIVED FROM:
....." .
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GILROY HUBI RT X
4 N HANOVE R STREET
CARLISLE, Pi 17013
___un_ fold
. '.
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.ESTATE INFORMATION:
SSN:
DUPLICA TE
187-58-2044
FILE NUMBER:
2102-0035
BRANDT JEFFREY L
DECEDENT NAME:
DATE OF PAYMENT:
01/02/2004
00/00/0000
CUMBERLAND
01/06/2002
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
Hi::;;~' ~
"'.+
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ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
. REMARKS: HUBE RT X GILROY ESQUIRE
CHECK# 5655
SEAL
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INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 003401
AMOUNT
--------
I $9,000.00
I
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$9,000.00
GLENDA FARNER STRASBAUGH
DEPUTY REGISTER OF WILLS
STAtuS REPORT UNDER RULE 6.12
~.
/
e of Decedent: JEFFREY L. BRANDT
0r./06/02
Will No.:
Admin, No,:
;;.ooJ... ..
.~-00035
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
follo . g with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No ~
2. . If the answer is NO,state when the personal representative reasonably believes
that the administration will be complete: <.L A. rJ/L. -K, )
3. If the answer to No, 1 is Yes, state the following:
a Did the personal ~entative file a final account with the Court?
Yes _ No ~
b. The separate Orphans' Court No, (if any) for the personal representative's
account is:
c, Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
Date:
/2/04
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
0I'f
Signature
X. Gilroy
Name
;Y)
N
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CL
4 North Hanover Street
Carlisle, PA 17013
N
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Address
717-243-4574
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Telephone No.
Capacity: 0 P~al Representative
Q-Counsel for personal representative
. .-
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/01/2005
GILROY HUBERT X
4 N HANOVER STREET
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration,
This filing will become delinquent on: 1/06/2005
Your prompt attention to this matter will be appreciated.
Thank You,
z:e~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
uJ
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/16/2005
BRANDT SUZANNE W
2055 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate,
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent1s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/06/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
Ik. ~ ~
. d~; i. . )
l' '-""'-""- ,v<.-"~--t...< - "_I
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
\r~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/16/2005
BRANDT CHARLES W
2055 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO, 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/06/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sinc~~el~,
~~~
'. '
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
v~
JOHN H. BROUJOS
HUBERT X. GILROY
BROUJOS & GILROY, P.e.
ATIORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
January 17,2006
Ms. Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Jeffrey L. Brandt
No. 2002 - 00035
Dear Glenda:
Enclosed for filing is a Status Report in the above matter.
Sincerely yours,
Pn
Enclosure
TELEPHONE: (717) 243-4574
FACSIMILE: (717) 243-8227
jbroujos@broujosgilroy.com
hgilroy@broujosgilroy.com
NON-ToLL FOR HARIusBURG AREA
717-766-1690
~_~__.'t.~-....~ _~~^'T!~"i]_ ___~I!"""l...,___._-a____~11_....,_...3 .1"'""l-........--,..q...;._
K(ClSJl.~Illi;:;!I: VI l{w JUlJl.~ UJi. .....UJlJUliUiC.I1. JI.","-U\UL 'L-\UlUUu.y
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
.lp-ffn~y To Brnndt
Date of Death:
January 6, 2002
Estate No.:
21-02-0035
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes n No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: h months
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be flied with the Clerk of the Orphans' Court and may be
attached to this report. ~.
01/17/2006 ~
Signature
Date:
~,.
Hubert X. Gilroy, Esquire
Name
4 N. Hanover street
C-nrlisle, FA 17011
Address
717/ 243-4574
Telephone No.
rr
.Capacity: 0 Personal Representative
ug Counsel for personal representative
\(t
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013'
Phone: (717) 240 - 6345
Date: 12/06/2005
GILROY HUBERT XAVIER
4 NORTH HANOVER STREET
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/06/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~5r-v~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~.t
~V-1500 EX + (6-00)
'*' COMMONWEALTH OF
, PENNSYLVANIA
, DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 2 0 0 3 5
"'CciUNTYCOOE --VEAR- - - NUMaER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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BRANDT JEFFREY L.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
1 87- 5 8 - 2 044
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
01/06/2002 04/23/1969
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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IXJ 1. Original Retum
D 4. Limited Estate
D 6. DecedentDied Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach cOPyofTrust)
D 10. Spousal Poverty Credit (date o/death between 12-31-91 and 1-1-95)
D 3, Remainder Retum (date of death prior to 12-13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposij Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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THI.seCT'ON."UST.~I.t..I.D..ALL..CGRA.EaPQNQENCEANQQo"'leNl'fAL't.JNFOR_f1'ON.SH()tJ~D.E..OIReCTEO'O:
NAME COMPLETE MAILING ADDRESS
HUBERT X. GILROY ESQUIRE 4 NORTH HANOVER STREET
FIRM NAME (If Applicable)
BROUJOS & GILROY P.C. CARLISLE, PA 17013
TELEPHONE NUMBER
717-243-4574
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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OFFICIAL USE ONLY
(1 ) 116,900.00
(2) 11,015.74
(3)
(4) 0.00
(5) 138.754.71
(6)
(7)
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(8)
266,670.45
(9)
(10)
9,596.00
80,437.91
(11 )
(12)
(13)
90,033.91
176,636.54
/
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15, Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(14)
176,636.54
X _(15)
179,864.46 X .045 (16)
X .12 (17)
X .15 (18)
(19)
8,093.90
8.093.90
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > SE SURE TO ANSWER ALL QuestIONS ON 'aVERSE SIDE AND RECHlCKMATH < <
\
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I t Add
Dece ents ompl e e ress:
STREET ADDRESS
19 BEECHER DRIVE
.
CITY .... I STATE I ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
8,093.90
16.179.19
Total Credits (A + 8 + C)
(2)
16,179.19
3. Interest/Penalty if applicable
D. Interest
E. Penalty
T otallnterest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. 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
1. Did decedent make a transfer and: Yes No
a, retain the use or income of the property transferred; ........................................................................... D 00
b, retain the right to designate who shall use the property transferred or its income; ........................................ D 00
c, retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. D 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D 00
8,085.29
0.00
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.
~
ADDRESS
PA 17013
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 3%
[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 0% [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 0% [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 4.5%, 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 12% [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.
w,~~"., '*
COMMONWEALTH OF PENNSYLVANIA
'" INHERITANCE TAX RETURN
I
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
BRANDT JEFFREY L. 21 02 0035
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 jolntly-owned with right of
survivorshlD must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
19 BEECHER DRIVE, CARLISLE, PA 17013
As per sale price on May 2, 2003 (Settlement Sheet attached)
VALUE AT DATE
OF DEATH
116,900.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
116900.00
~".~:"<n '*
COMMONWEALTH OF PENNSYLVANIA
~ INHERITANCE TAX RETURN
RE I ENT DE EDENT
ESTATE OF
BRANDT JEFFREY L
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21 02
0035
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
11,015.74
TYCO 401-K
AS PER ATTACHED STATEMENT
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11 015.74
.~~~."'" '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BRANDT JEFFREY L.
FILE NUMBER
21 02
0035
Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 1993 TRUCK - DEALER BLUE BOOK VALUE 7,000.00
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
HOUSEHOLD FURNITURE
3,500.00
METAL LATHE AND TOOLS
2,000.00
RIDING MOWER
700.00
KAWASAKI DIRT BIKE
600.00
BICYCLE, SKIS, GOLF CLUBS
200.00
PENSION FUND - ADAM WHOLESALERS
11,968.73
M&T SAVINGS ACCT #15004200904636
3,206.43
M&T CHECKING ACCT# 1181181
371.27
FEDERAL INCOME TAX REFUND FOR 2001
808.00
TYCO PAYCHECK DATED 01/17/02
658.55
UNEMPLOYMENT CHECK 01/19/02
343.00
UNEMPLOYMENT CHECK 02/19/02
430.00
SURVIVAL ACTION - #2002-3868 CUMBERLAND COUNTY - $120,000.00 LESS FEES
OF $30,000.00 - SEE ATTACHED 8/14/02 COURT ORDER
90,000.00
CENTRAL PA TEAMSTERS PENSION FUND BENEFIT
5,984.36
CENTRAL PA TEAMSTERS PENSION FUND BENEFIT
5,984.37
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
138754.71
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
BRANDT, JEFFREY L.
21
02
0035
PaQe 1
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 TYeO DEATH BENEFIT 5,000.00
SUBTOTAL SCHEDULE E 5,000.00
GRAND TOTAL SCHEDULE E $ 138,754.71
~EV1511EX+1197) '*
. '
..
COMMONWEALTH OF PENNSYLVANIA
.. INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BRANDT JEFFREY L
FILE NUMBER
21 02
0035
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 5,465.00
2 CEMET ARY EXPENSES 2,614.00
3 CARLISLE CATERING / TWO MILE HOUSE 1,200.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Charles W. Brandt and Suzanne W. Brandt 0.00
Social Security Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City Carlisle State P A Zip 17013
Year(s) Commission Paid:
2. Attorney Fees BROUJOS & GILROY, P.C. 0.00
3. Family Exemption: (If decedenfs address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Prepare~s Fees
7. Register of Wills - Filing 270.00
8 Short Certificates 15.00
9 Final Inheritance Tax Return 15.00
10 Estate Settlement Agreement 17.00
TOTAL (Also enter on line 9, Recapitulation) $ 9596.00
(If more space is needed, insert additional sheets of the same size)
;EV"512 EX + (1,971 '*
.
lt~'
. .
~OMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
BRANDT JEFFREY L.
FILE NUMBER
21 02
0035
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
309.00
1.
HOMEOWNERS INSURANCE - NATIONWIDE - PAID 4/04/02
2
COUNTY REAL ESTATE TAXES - PAID 4/25/02
191.77
3
SCHOOL REAL ESTATE TAXES - PAID 8/20/02
866.22
4
MORTGAGE TO VNB MORTGAGE SERVICES, INC.
65,213.00
5
WOLF'S FURNITURE
1,000.00
6
HOME DEPOT
1,092.00
7
VISA
240.00
8
H&R BLOCK - 2001 INCOME TAX PREPARATION
115.00
9.
EXPENSES IN CONNECTION WITH SALE OF REAL ESTATE, INCLUDING REALTOR'S
FEES OF $7,014.00, TRANSFER TAX OF $1,169.00, SEPTIC CERTIFICATION OF
$250.00, COURIER'S FEE OF $15.00, SELLER'S ASSISTANCE OF $2,900.00 AND
ADVANCED COUNTY TAXES ON PRO-RATION OF $62.92
11 ,41 0.92
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
80437.91
HUD -1 UNIFORM SETTLEMENT STATEMENT
OMB Approval No. 2502-0265
A. _ U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT
B. TYPE OF LOAN 6. File Number: 7. Loan Number:
I. FHA 2. FmHA 03-334628 0030559724
3. Cony. Unins. 4. VA 5. Conv. Ins. 8. Mortgage Insurance Case Number
C. NOTE: This fonn is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)"
were paid outside the closing: they are shown here for infonnational purposes and are not included in the totals.
NOTE: TIN = TaxDayer's Identification Number
D. NAME AND ADDRESS OF BORROWER: E. NAME, ADDRESS AND TIN OF SELLER: F. NAME AND ADDRESS OF LENDER:
WAYNE A. ZINN Estate of Jeffrey L. Brandt USDA, Rural Housing Service
JENNIFER A. DARR Executors: Charles W. Brandt 124 Pleasant Acres Road
1010 Harriet Street and Suzanne Brandt York PA 17402
Carlisle, PA 17013 19 Beecher Drive
I Carlisle, PA 17013
G. PROPERTY LOCATION: H. SETTLEMENT AGENT NAME, ADDRESS AND TIN
19 Beecher Drive PA Real Estate Services, Inc,
Carlisle, PA 17013
PLACE OF SETTLEMENT I. SETTLEMENT DATE
Parcel 1.D. 31-12-0332-045 10 West Pomfret Street 05/02/2003
Carlisle PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100, GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract sales price 116 900.00 40 I. Contract sales price 116 900,00
102. Personal prooerty 402. Personal orooerty
103. Settlement chanzes to borrower (Line 1400) 12 920.72 403.
104. 404.
105. 405.
Adjustments for items paid bv seller in advance Adiustments for items paid bv seller in advance
106. Citv/town taxes 406. City/town taxes
107. Countv taxes 407. County taxes
108. Assessments 408. Assessments
109. School taxes 5/2/03-7/1/03 142.20 409. School taxes 5/2/03-7/1/03 142.20
110. 410.
III. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 129 962.92 420. GROSS AMOUNT DUE TO SELLER 117.042.20
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
20 I. Deoosit or earnest money 1 000.00 501. Excess deposit
202. Princioal amount of new loan(s) 126 000.00 502. Settlement chanzes to seller (Lin~ (400) 17 433.00
203. Existinu loan(s) taken subiect to 503. Existinu loan(s) taken subiect to
204. 504. Payoff of first morttlaue loan * VNB 64 215.87
205. 505. Pavoff of second morttlaue loan
206. 506. Courier Exnense 15,00
207. 507.
208. Sellers I Assistance 2 900,00 508. Sellers I Assistance 2 900,00
209. 509.
Adiustments for items unoaid bv seller Adiustments for items unoaid bv seller
210. Citvitown taxes 510. City/town taxes
211. County taxes 01/01/2003 - 05 / 02/2003 62.92 511. County taxes 0 1 / 0 1 / 2 0 0 3 - 0 5 / 0 2 / 2 0 0 3 62.92
212. Assessments 512. Assessments
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 129 962.92 520. TOTAL REDUCTION AMOUNT DUE SELLER 84 626.79
300, CASH AT SEITLEMENT FROMffO BORROWER 600. CASH AT SETTLEMENT FROMffO SELLER
30 I. Gross amount due from borrower (Line (20) I 129 962.92 601. Gross amount due to seller (Line 420) I 117 042.20
302. Less amount paid by/for borrower (Line 220) I 129 962,92 602. Less reduction in amount due seller (Line 52m I 84 626.79
303. CASH FROM BORROWER I 603. CASH TO SELLER I 32 415.41
SELLER'S STATEMENT
The infonnation contained in Blocks E, G, H, and I and on line 401 (or, if line 401 is asterisked, line 403 and 404) is important tax infonnation and is being furnished to the
Internal Revenue Service (see Seller Certification). [fyou are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required
to be reported and the IRS detennines that it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identification number. If you
do not provide the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of
perjury. I certify that the number shown on this statement is my correct taxpayer identification number.
(Seller's Signature)
Estate of Jeffrey L. Brandt
(Seller's Signature)
Executors: Charles W. Brandt
~ EASY SOFT, Inc. 2001 Previ
L. SETTLEMENT CHARGES
700. TOTAL SALES/BROKER's COMMISSION based on orice $ 116 900.00 @ 6.000\ PAID FROM PAID FROM
Division of Commission (line 70m as follows: BORROWER'S SELLER'S
701. S 3 532.00 to Georae L. Ebener and Associates FUNDS AT FUNDS AT
702.$ 3 482.00 to Re/Max Sterlina Associates Inc, SETTLEMENT SETTLEMENT
703. Commission naid at Settlement 7 014.00
704:-
800, ITEMS PAYABLE IN CONNECTION WITH LOAN
80 I. Loan Orillination Fee $
802. Loan Discount S
803. Anoraisal Fee to Rural Housina Service 325,00
804. Credit reDOrt to
805. Lender's Insoection Fee
806. Tax Service Fee to Rural Housina Service 101. 00
807. Renairs Escrow held bv Rural Housina Service B 000.00
808. Initial Escrow ~nosit to Rural Housina Service 755,72
809. Courier Exnense.(2) to PA Real Estate Services Inc. 30.00
810. Princinal Pavment to Rural Housina Service 610.65
811.
812.
813.
900. ITEMS REOUlRED BY LENDER TO BE PAID IN ADVANCE
90 I. Interest from
902. Mortl>a"e Insurance Premium for
903. Hazard insurance Premium for
904.
905. 2003 CoiTwn Taxes to Mable Stitt Tax Collector 195.60
1000, RESERVES DEPOSITED WITH LENDER
1001. Hazard insurance
1002. Mortllalleinsurance
1003. Citv Pronertv Taxes
1()()4.CountvPro~nvTaxes
1005. Annual assessments
1006.
1007.
1008. Allllrellate AccountinlZ Adiustment
1100, TITLE CHARGES
110 I. Settlement or c10sinll fee to
1102. Abstract or title search to Niven J, Baird
1103. Title Examination to
1104. Title insurance binder to
1105. Document nrenaration to
1106. NotaN fees to Denise Pinamonti 14 .00
1107. Attornev's fees to Hubert X, Gilrov ESQuire POC
(includes line numbers: 1101 11051
1108. Title Insurance to Conestoaa Title Ins/PA Real Estate Services 988.75
(includes line numbers: 1102 -1105)
1109. Lender's coveralle $ 126 000.00
1110. Owner's CO\'eralle S 126 000.00
1111. Endorsements: 100 300 8,1 150.00
1112.
1113.
1200, GOVERNMENT RECORDING AND TRANSFER CHARGES
120 I. RecordinlZ fees: Deed S 38,50 Mortllalle $ 44,50 Release S 83.00
1202. Citv/cntv ta'l. 'stamos: Deed S 1 169.00 MortlZalle S 1 169.00
1203. State tax./stamns: Deed S 1 169.00 Mortllalle S 1 169.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES ,.
130 I. Survey to
1302. Pest insoection to HomeChek 40,00
1303. Water Test to HomeChek 35,00
1304. Whole House Insnection to HomeChek 235,00
130S.Seotic Certification and Service to D.E.W. &. Sons 188.00 250.00
1306. PA Inhe::-itance Tax to Reaister of Wills 9 000.00
1400, TOTAL SElTLEMENT CHARGES (enter on lines 103 Section J and 502 Section K) 12 920.72 17 433.00
CERTIFICATION: I have carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receIpts and
disbursements made my ~ount or by me in t' nsacti. I further certify that [ received a copy of the HUD-I Settlement Statement.
Sell<< 4:J. Bstate 0 Jeffrey L. Brandt B!6hU> ~~
d~~A..;)/. 7~d *h\l\ll~.\.. f\\luAJ
Seller' Executors: Charles W, Brandt Borro er 1;- JENNIFER A. DARR
The HUD-I Setllcn~ent Statement which I have prepared is a true and accurate account of the funds disbursed or to be disbursed by the undersigned as part of the settlement of
this transaction. !
05/02/2003
Set ent A t PA Real Estate Servic Inc. Date
WARNING: t is a crime to knowingly make false statements to the United States on this or any other similar fonn. Penalties upon conviction can include a fine and
imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
(Q EASY SOFT, In..:. 2001 Previ
1
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I
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! Tyco Retirement Savings
and Investment Plan
Account Statement
October 1, 2001 - December 31,2001
Account Number: 187582044
#BWNFXPQ
ENV#KG007783
MG 37662 35732 A
JEFFREY l BRANDT
19 BEECHER DRIVE
CARLISLE, PA 17013-7907
tz Tyco Benefits Center: 1-888-222-TYCO (8926)
Representatives are available from 8:30am to 8:00pm ESI
any business day, Account information is also available
24 hours a day through the benefits line or www.401k.com
A Message From TYCO
Two Ways To Boost Your Retirement Savings:
If you'd like to save more for retirement, the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) gives you two
ways to make it happen. First, EGTRRA increases the amount you may elect to contribute to your TYCO RSIP account on a pretax
basis. The maximum annual elective pretax contribution will increase to $11,000 in 2002. Second, EGTRRA increases the amount of
total contributions that can be allocated to your account during 2002. For 2002 the total amount of employee and employer
contributions that may be allocated to your account is $40,000. Now is a great time to take advantage of these historic opportunities
by increasing your retirement plan contributions to your TYCO RSIP account.
To learn more about saving and planning for retirement or to change your deferral amount, please log onto www.401k.com. or
contact the Tyco Benefits Center at 1-888-222-TYCO (8926), Representatives are available to assist you Monday through Friday
from 8:30 a.m. to 8:00 p.m. E.T,
Your Account Summary
Your Asset Allocation
Beginning Balance
Your Contributions
Tyco's Contributions
Change in Account Value
Ending Balance
Additional Information
. Vested Balance
. Dividends & Interest
$9,347.64
327,14
272.61
1,068.35
$11,015.74
$11,015.74
$130.02
. Stocks 83%
. BondlMangd Inc 170{
Your Personal Rate of Return
This Statement Period 11.3%
Year to Date -11.7%
Your Personal Rate of Return is calculated with the time-weighted
fonnula, a formula widely used by financial analysts to calculate the
Investment earnings of a portfoUo. It reflects the results of your
investment selections as well as any activity in the account. There
are other Personal Rate of Return formulas used that may yield
different results. Remember that past perfonnance is no guarantee
of future results.
Your investments are allocated among the displayed asset
classes as of the end of this statement period. Changes made
after the end of this statement period Will be reflected in your
next statement. Percentages and totals may not be exact due
to rounding.
The Additional Fund Information section lists the allocation of
your blended funds.
Please read this statement carefully. Any error must be reported to Fidelity Investments within 90 days.
7783 MG007783 0001 20020118 MG4K
Fidelity Employer Services Company, P.O. Box 770003, Cincinnati, OH 45277-0065
18758204
Page 1 of:
i Tyco Retirement Savings
'I and Investment Plan
I
i
I
I
,
Statement Period: 10/01/2001 to 12/31/2001
Account Number: 187582044
Market Value of Your Account
Displayed in this section is the value of your account for the statement period, in both shares and dollars.
Shares/Units
on 09.
Shares/Units Price on Price on
on 12/31/2001 09. 1
Market Value
a
Savings and Investment Plan I
e~d1d;:EijJ.tli:"I~lHm:j:l:i:Hm;;:if.f.mi;j:if.i:::U:mmi:f.i:mi:j:lHt:i:j:i:j:!:!:mmii;iij:J:ii:J:i:i:!:i!:!:i!:!:mj:!:f.ii:1:mm!:;:!;i:!;m:j;!:!:ji:f.::j:f.!:j:!:W;i:~!:!Wi!l!:fiMi:i:!:i:l:!;mmf:mmf::.~m~M:i!;ml:f:f.j:i:mm!j:!lI:~:~.l$~l1lj:
FidFreedom203O 818.532 877.049 $11.42 $12,56 9,347,64 11,015.74
Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease in the share price for the statement
period does not necessarily reflect lower fund performance.
*Some of your investments are classified as a Blended Fund Investment. Blended Investments may include a mixture of stocks, bonds anellor
short-tenn assets. Please refer to the "Additional Fund Infonnadon" section to detennine the allocation of your blended investments' underlying
assets. The asset breakdown of your portfolio is reflected in the pie chart in the . Asset Allocation" section.
Your Contribution Elections as of 01/17/2002
This section displays the funds in which your future conbibudons will be invested.
Savings and Investment Plan I
Investment
Fid Freedom 2030
Total
Percent
100%,
100%
Employee Employee Tyco Company
Contribution Summarv Pre Tax Basic Pre Tax Vol Match
This Period $54.52 $272.62 $272.61
Fidelity to Date $726.10 $8,043.66 $3,630.67
Vesting Percent 100.00 100.00 100.00
Your Account Activity
Use this section as a summary of transactions that occurred in your account during the statement period.
Savings and Investment Plan I
Activitv
Beginning Balance
Your Contributions
Tyro's Contributions
Change in Account Value
Ending Balance
Dividends & Interest
Fid
Freedom 2030
$9,347.64
327.14
272.61
1,068,35
$11,015.74
$130.02
7783 MG007783 0001 20020118 MG4K
Fidelity Employer Services Company, P.O. Box 770003, Cincinnati, OH 45277-0065
187582044
Page 2 of 6
...
CHARLES W. BRANDT and : IN THE COURT OF COMMON PLEAS OF
SUZANNE W. BRANDT, Administrators: CUMBERLAND COUNTY, PENNSYLVANIA
of the Estate of JEFFREY L. BRANDT,
Plaintiff
v
: NO. 2002- 386 ~
KENNETH C. HAIR,
Defendant
COURT ORDER
AND NOW, this --i.!:L day of August, 2002, upon consideration of the attached Petition
for Settlement of Wrongful Death Claim filed pursuant to Pennsylvania Rule of Civil
Procedure 2206 and Settlement of Survival Action filed pursuant to 20 Pa.C.S.A. Section
3323, it is ordered and directed as follows:
1. The above captioned action is hereby ordered settled and discontinued.
2. The settlement amount of $300,000.00 is hereby approved, with said
amount allocated in the amount of $250,000.00 from the Nationwide
Insurance Company liability policy provided to Defendant Kenneth C. Hair
and $50,000.00 from the Nationwide Insurance policy for underinsured
motorist benefits provided to the Decedent Jeffrey L. Brandt.
3. The Administrators for the Estate of Jeffrey L. Brandt are hereby
authorized to execute releases in favor of Nationwide Insurance Company
and Kenneth C. Hair in connection with all liability claims relating to the
accident involving the Decedent Jeffrey L. Brandt which occurred on
January 6, 2002, and the Administrators are also authorized to execute all
necessary releases in favor of Nationwide Insurance Company in connection
with any underinsured motorist benefits owing pursuant to the automobile
policy issued by Nationwide Insurance Company to Jeffrey L. Brandt.
4. The total settlement of $300,000.00 is allocated with $180,000.00 payable to
the wrongful death claim and $120,000.00 payable to the survival action
claim.
5. A legal fee in the amount of $75,000.00 is hereby approved payable to the
law firm of Broujos & Gilroy, P.C. This fee is allocated with $45,000.00 to
the wrongful death claim and $30,000.00 to the survival action claim.
~
6. Petitioners Charles W. Brandt and Suzanne W. Brandt, who are the
surviving parents of the Decedent Jeffrey L. Brandt, shall equally share the
proceeds from the wrongful death action.
7. The proceeds from the survival action shall be payable to the Estate of
Jeffrey L. Brandt and shall be administered as an asset of the Estate and
distributed in accordance with appropriate law.
BY THE COURT,
/s/
By: ~+^ ~. I3Gl:l~d ' J.
cc: Hubert X. Gilroy, Esquire
~
~~O~~
$">ok
~ .JoJ~.1
'f f.l~ f f;~: ~'?'('T\~";,~V FROM RECORD
~ ~~. (,,v. - 'o!;-:.~ ..dI '..",+ .J !
~ \1 T i~~~1~(~ny ~Jii~~r~ I I t4sre unto set my hano
;'.'~"$i i" 0",...2 of said Cri\CJrt at Carlisle. PI.
r,~i.. ~ ~z-
.....------..........
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau First
Deputy
Kirk S, Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
1195
12/12/2006
T effrev L. Brandt
21-02-0035
JOHN BROUJOS
4 NORTH HANOVER STREET
mw
CARLISLE, P A 17011
Qty
1
Fee Description
Additional Probate
Fee
Total
75.00
$75.00
Total:
$75.00
VJ.
",\{)\6lP~v',L f J4) .1 &~g~
\c/ . ~ \ ') 10 '1
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Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 12/27/2006
GILROY HUBERT XAVIER
4 NORTH HANOVER STREET
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/06/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~., , V,; ,.If, f If
. - f _ _ ,';,^ ! -,:,~ ,t", It/~
,~~~J__ V~~iL;'U i~""':'4:tr4:.f,/;ct~_/
t ~. -,'
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
\
Lff
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/27/2006
BRANDT CHARLES W
2055 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing lS due by:
1/06/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
c., "~ .f"" I' /J
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\:....ir;:J;-'V"i::fj'.,/':-' ...Jt'_~..;.i.A';:",,~ ,/'1. l.../
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/27/2006
BRANDT SUZANNE W
2055 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
RE: Estate of BRANDT JEFFREY L
File Number: 2002-00035
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing lS due by:
1/06/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~':" ~.t{!t' /".. t')
F" ., . ,/. f _ _ _ '. f. _~ .1',/
'" ' "//iJ,..F'A I ;,..'h~v..<./ / ',.A.I'''.,.../1'7~y
/' ~,'i;/~";"""" .......1.- ...........t:"~-(.\-:;/,-'" /~~" - '~ V
!
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Pa. D.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent:
JEFFREY L. BRANDT
Date of Death:
01/06/2002
File Number: 21-02-0035
Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . , . . . . . . . . . . . . . . . . .. IX) Yes 0 No
2. lfthe answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. lfthe answer to No.1 is YES, state the following:
a. Did the personal representa~iyefile a final account with the Court? . . . . , .. 0 Yes
~o
b. ,The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account /
informally to the parties in interest? ................"....,........ lla'Yes 0 No
d. Copies of receipts, releases, joinders and approvals of formal or informal ac ts may be
filed with the Clerk of the Orphans' Court and mched thi port.
Date
January 2, 2007
Signature of Person Filing this Form
Hubert X. Gilroy, Esquire
Capacity: 0 Personal Representative
Hubert X. Gilroy, Esquire
Name of Person Filing this Form
4 N. Hanover Street
,:nt.....r
.1.-' '\I h...'
r .,,, 1""0
:;,1\';:' dtJ
J\ " \ '"rJi-I")
Jj j,U 'J
Address
Carlisle, PA
17013
717/243-4574
12 :f; Wd 2- NVr LUOl
Telephone
Form RW-JO rev, JOY)6J'Ji:UC
"9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
<'r~"'\ {,'I~qJI,F~ OF INHERITANCE TAX
.APPRArs~Jjt.E~T, ALLOWANCE OR DISALLOWANCE
--;OF'DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 03-05-2007
ESTATE OF BRANDT JEFFREY L
DATE OF DEATH 01-06-2002
FILE NUMBER 21 02-0035
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-04-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRANDT JEFFREY L FILE NO. 21 02-0035 ACN 101 DATE 03-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 17128-0'01
"fln7 "'4 fI D Ii
:I r ~ f'';'j. I; i ,'1' .
J... .. '.;~ i. ,. id' " .,.
M-'j 8: 22
CLEr~i:<
ORH!/\\.::::~:
HUBERT X GILROY E"H' . .-'
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (0'-05>
) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of Abb returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
NOTE:
19. Principal Tax Due
C
A N
DATE
09-06-2002
01-02-2004
116,900.00
11,015.74
.00
.00
138,754.71
.00
.00
(8)
(1)
(2)
(3)
(4)
0))
(6)
(7)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
266,670.45
(9)
UO}
9,596.00
80.437.91
(11)
(2)
(3)
(14)
9D.D~~ 91
176,636.54
.00
176,636.54
(5)
(16)
(17)
(18)
.00 X
176,636.54 X
.00 X
.00 X
00
045 =
12 =
15 =
.00
7,948.64
.00
.00
7,948.64
(19)=
I
NUMBER
CD001594
CD003401
(+)
INTEREST/PEN PAID (-)
.00
49.50-
AMOUNT PAID
7,179.19
9,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,129.69
8,181.05CR
.00
8,181.05CR
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STAt~HENT OF ACCOUNT
*'
REV-1607 EX AFP (03-05)
'n
I 3D" If). :; (1
\ iI ;:'.' '-':)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-02-2007
BRANDT
01-06-2002
21 02-0035
CUMBERLAND
101
JEFFREY
L
HUBERT X GILROY ESQ
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE PA 17013
\- ,
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
.....
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF BRANDT
JEFFREY
L FILE NO. 21 02- 0035
ACN 101
DATE 04 - 02-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-26-2007
PRINCIPAL TAX DUE: 7,948.64
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-06-2002 ~DOO1594 .00 7,179.19
01-02-2004 CD003401 49.50- 9,000.00
03-16-2007 REFUND .00 8,181.05-
TOTAL TAX CREDIT 7,948.64
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
.~v