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Home My WebLink About04-0290PETITION FOR PROBATE and GRANT OF LETTERS Estate of Delores J Brehm Also known as , deceased Soctal Securtty No 210-26-9188 No - Oq ' ZqO To Register of Walls for the County of Cumberland County tn the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that Your petmoner(s), who ~s/are 18 years of age or older an the executor named ~n the last Will of the above decedent, dated September 1, 1995 and codtcd(s) dated n/a Decedent was domiciled at death tn Cumberland Coun. ty, Pennsylvania, with her last fa.rally or principal residence at 2351 Spring Road, Carlisle, PA 17013 ~ 0~'1~ ~L~{)b~.-~-[-0 ~ -~-~]p Decedent, then 69 years of age, died February 6, 2004, at 2351 Spring Road, Carlisle, PA 17013 Except as follows, decedent d~d not marry, was not divorced and dtd not have a chdd born or adopted after execution of the W. lll offered for probate, was not the victim of a killing and was never adjudicated incompetent ,~/t~ Decedent at death owned property wtth estimated values as follows (If domtclled in PA) All personal property $ /~/t~}~l~,l~ (If not dommfled in PA) Personal property ~n Pennsylvania $ / (If not domlcded in PA) Personal property m County $ Value of real estate in Pennsylvania · $ ,~--~J-~-~ Situate as follows Itt/ in}I', /Pi ,,~.l{/,i ..~,,~/.~t,~ ,~. ~'/ ' '~ WHEREFORE, petittone{(s) respectfully request(s) the proba% of the last will and codmfl(s) presented herewith and the grant of letters Testamentary thereon (testamentmy, adrmmstrat~on c t a, adrmmstrat~on d b n c t a) Ronald L Brehm 2351 Spring Road, Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petit~oner(s) above-named swear(s) or affirm(s) that the statements tn the foregmng petinon are true and correct to the best of the knowledge and belief of petmoner(s) and that as personal representative(s) of the above decedent pet~tioner(s) will well and truly admlmster the estate according to law Sworn to or affirm0d ahd subscribed Before me this~_'_l~C~da:;, of 'CQf~ccF'1 2004 '.-.'~ ~ ~, ' ' ~ -r Reg,ster~~ Ronald L Brehm 2351 Spring Road, Carlisle, PA 17013 2.1- 0 1. Estate of Delores J Brehm~ Deceased DEGREE OF PROBATE AND GRANT OF LETTERS AND NOW, Q('~C~¼ ~ ,2004, in consideration of the petition on the reverse s~de hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 1, 1995 described there~n be adm~l~ed to ~ro~bate and filed of record as the last will of Delores J Brehm and Letters Testamentary are hereby grahted to Ronald L Brehm FEES Probate, Letters, Etc Short Certificates ( ) g,-~-... ...~,~...~ - TOTAL__ Fried ~'P./6~a~larl~ fdhfison/~v/~mre - i6453 ~8 West Pomfret ~g}geet / Carlisle, PA 1701v3 · 717-243-0123 h~s ~s to cernfy that the ~nformauon here Dven ~s correctly cop~ed from an original certificate of death duly filed w~th me as Local Registrar The original ceruficate wdl be forwarded to the State %tal Records O~ce for permanent fihng WARNING: It is Illegal to duplicate this copy by photostat or photograph. Fee for th~s ceruficate, $2 00 P 9991160 No Local Registrar Ir~'~ 1 0 2004 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Delores J. Brehm , F : 210 -- 26 -- 9188 , 2/6/2004 69 ~ : 6/5/1934 PA ~ Ct~berland 2351 Spring Road ""-- ~"~"" White ,,~ Cashier Giant Food Inc. 12~'~ ¢'*~*' ~rrl~ ~nald L. B~ 2351 Sprig ~d .~ ~rllsle, PA 17013 -~, ,~.~ ~rl~d ~ 2351 Sprig ~. ~rl~sle, PA 17013 ~ o~0 ~.O ~1 ' ~ a~ners Un~t~ ] [ [,.~ st ~urch C~ [,,. ~r%~loe PA 170~3 ,~ ~,, FD 012633 L , t~ ~~ ~~ ~ ],. ~ 012633 L ]~q B~ers ~eral H~t Inc. t ~l~sle, PA ---- , I ' LAST WILL AND TESTAMENT OF DELORES J. 2.i--o,..I I, DELORES J. BREHM, of 2351 Spring Road, Carlisle, Cu...~.erland County, Pennsylvania, being of sound and disposing mind, memory and un~tancha~, do.h~ebv make, pubhsh and declare this as and for my Last W~ll ahd Testa~t, heyday rev-~o~nng all other wills and codicils heretofore made by me d' " ~ '£~ FIRST: I ~rect that all my just debts and funeral expenses, ~ncluO~ng my grave marker, shall be prod from the assets of my estate as so6n .as prffetlcabl~fter-_~ _: my decease. SECOND: I g~ve, devise and bequeath the residue of my estate, of every nature and wherever s~tuate, to my Husband, RONALD L. BREHM, providing he shall survive me by thirty (30) days THIRD: Should my Husband, RONALD L. BREHM, predecease me or die on or before the thirtieth day following my death, I give and bequeath certain of my miscellaneous household goods, personal effects, furniture and jewelry to the persons designated m accordance w~th my last-dated memorandum prepared by me prior to my death and enclosed with th~s my Last Will and Testament. FOURTH: Should my Husband, RONALD L. BREHM, predecease me or die on or before the thmieth day following my death, I gwe, demse and bequeath the residue of my estate, of every nature and wherever s~tuate, equally to my children, namely, to wit, STEFFEN L. BREHM, KENNETH W. BREHM, JEFFERY C. BREHM and LESLIE M. BREHM, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death, shall be &stnbuted to his issue, per stirpes, hwng on the thirty-first day following my death, and m default of such then- h,,ing issue, such share shall be adde~ to the share or shares for my other child FIFTH: I d~rect that all taxes that may be assessed In consequence of my death, of whatever nature and by whatever junsdmtton ~mposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate SIXTH: I nominate, constitute and appoint my Husband, RONALD L. BREHM, Executor of th~s my Last Will and Testament Should my Husband, RONALD L. BREHM, fail to quahfy or cease to act as Executor, I appoint my Sons, STEFFEN L. BREHM and KENNETH W. BREHM, or the survivor of them, Executors of this my Last Will and Testament SEVENTH: I direct my Executor and h~s successors shall not be reqmred to give bond for the fmthful performance of thmr duties m th~s or any other junsd:ctmn IN WITNESS WHEREOF, I have hereunto set my hand and seal to th~s, my Last Will and Testament, consisting of two (2~ typeymtten pages, each ~dentified by my signature, this ! ~J' day , 1995. Delores l'"Brehm (SEAL) S~gned, sealed, pubhshed and declared by the above-named Testatrix, DELORES J. BREHM, as and for her Last Wall and Testament, m the presence of us, who, at her request, m her sight and presence, and ~n the sight and presence of each other, have hereunto subscribed our names as w~tnesses COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) I, DELORES J. BREHM, Testatrix, whose name 1s mgned to the attached or foregoing ~nstmment, hamng been duly quahhed according to law, do hereby acknowledge that I mgned and executed the Instrument as my Last Will and Testament, that I s~gned it wflhngly; and that I mgned it as ~ny free and voluntary act for the . purposes therem expressed. Sworn or afhnned to and acknowledged before me by DELORES J. BREHM, the Testatrix, this /~*- day of ~~.~, 1995 ~ ~_._~_~ (SEAL) Delores J Brehm, Testatrix Notary Pubhc AFFIDAVIT NOTARIAL SEAt. BRB~DA L BREHM. NOTARY PUllUC CARLISLE BORO CUMBERLAND COUN'I¥ MY COMMISSION EXPIRES JANUARY 6, 1996 COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) We, RONALD E. JOHNSON and tt57o~ /~- ~-~' , the witnesses whose names are mgned to the attached or foregomg mstmment, bemg duly quahfied according to law, do depose and say that we were present and saw Testatrix mgn and execute the instrument as her Last Wdl and Testament, that DELORES J. BREHM signed willingly and that she executed ~t as her free and voluntary act for the purpose there~n expressed; that each of us ~n the heanng and mght of the Testatrix mgned the Will as w~tnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mmd and under no constramt or undue ~nfluence Sworn or afhrmed to and subscribed to before me by RONALD E. JOHNSON and _/~c~.._~ ~'.._~ ~r~ ,witnesses. this /~ dawof ~ ~..~.ot ~ze~ , 1995 -- --~----/~ D (SEAL) , Witness Notary Pubhc NOTARIAL SEAL BRENDA t BI'OHM, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION ID(PIRES JANUARY 6, I99B COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 ..E. TANCE TAX RETURN RESIDENT DECEDENT I- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) z Brehm, Delores J. c3UJ DATE Of DEATH (MM-DD-YY) DATE Of BIRTH (MM-DD-YY) ruo 2/6/2004 6/5/1934 C:] (IF APPLICABLE) SURVIVING SPOUSE'S NAME Brehm, Ronald L. I11 I-- Z U.I Z o LU o o z OFFICIAL USE ONLY FILE NUMBER 21-04-0290 COUN~ CODE Y~R SOCIALSECURITYNUMBER 210-26-9188 NUMBER THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER J ~ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return ~] 4. Limited Estate [] 4a. Future interest Compromise [] 5. Fed. Est. Tax Return Req'd ~ 6. Decedent Died Testate [] 7. Decedent had Living Trust 0__ 8. Total number of SDB's --~ 9. Lit'g'tion Proceeds Rec'd [] 10. Spousal Poverty Credit [] 11. Election to tax w/Sec. 9113(A) NAME: Ronald E. Johnson, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717 243-0123 COMPLETE MAILING ADDRESS: Ronald E. Johnson, Esq. Andrews & Johnson 78 W. Por!~r~et St. Carlisle, PAi 17013r_~ 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits &Misc. Personal Prop.(Sch. E) (5) 6. Jointly Owned Property (Schedule F) (6) ~ Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (10) 11. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made 14. Net Value Subject to Tax (Line 12 minus Line 13) $67,375.00 $1,093.20 $0.00 $1,000.00 $o.oo OFFICI~U, USE ONLY (8) $69,468.20 $12,850.00 $o.oo (11) $12,850.00 (12) $56,618.20 (13) (14) $56,618.20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) x.0__ (15) $0.00 16. Amount of Line 14 taxable at lineal rate $56,618.20 x.045 (lS) $0,00 17. Amount of Line 14 taxable at sibling rate $0 x.12 (17) $0.00 18. Amount of Line 14 taxable at collateral rate $0 x. 15 (18) $0.00 19. Tax Due (19) $0.00 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D~cedent's Complete Address: ISTREET ADDRESS c~ Carlisle 2351 Spring Road STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts InterestJPenalty if applicable D. Interest E. Penalty (1) $0.00 Total Credits (A+B+C) (2) $0.00 $o.oo $o.oo Total Interest/Pentalty (D+E) 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 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 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: b. retain the right to designate who shall use the property transerred or its income: r-~ C. retain a reversionary interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ~ r~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? m-~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? IF THE ANSWER TO ANY' OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has an}/knowledge. SIGNA~JJ, RE OF PERSON RESPONSIBLE FOR FILING RETURN < DATE ADDRESS ~c/o 78 West Pomfr, et St, r.~, Carlisle, PA 17013 SIGNA~JI~E~a'PREPAEER.~TJ~ER ~,¢~I~;~r~NTATIVE /2 __ CIO 78 We o~)~omfret Street, Carlisle, 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% [72P.S. Sec. 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. Sec. 9116(a)(1.1 )(ii)]. 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 deseased 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. Sec. gl 16(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. Sec. 9116(1.2) [72 P.S. Sec.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. Sec.9116(a)(l.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common w;th the decedent, whether by blood or adoption. LAST WILL AND TESTAMENT OF DELORES J. BREHM I, DELORES J. BREHM, of 2351 Spring Road, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my Husband, RONALD L. BREHM, providing he shall survive me by thirty (30) days. THIRD: Should my Husband, RONALD L. BREHM, predecease me or die on or before the thirtieth day following my death, I give and bequeath certain of my miscellaneous household goods, personal effects, furniture and jewelry to the persons designated in accordance with my last-dated memorandum prepared by me prior to my death and enclosed with this my Last Will and Testament. FOURTH: Should my Husband, RONALD L. BREHM, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the residue of my estate, of every nature and wherever situate, equally to my children, namely, to wit, STEFFEN L. BREHM, KENNETH W. BREHM, JEFFERY C. BREHM and LESLIE M. BREHM, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death, shall be distributed to his issue, per stripes, living on the thirty-first day following my death, and in default of such then- Ii:ring issue, such share shall be added to the share or shares for my.other child. FIFTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SIXTH: I nominate, constitute and appoint my Husband, RONALD L. BREHM, Executor of this my Last Will and Testament. Should my Husband, RONALD L. BREHM, fail to qualify or cease to act as Executor, I appoint my Sons, STEFFEN L. BREHM and KENNETH W. BREHM, or the survivor of them, Executors of this my Last Will and Testament. SEVENTH: I direct my Executor and his successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two (22 type)vritten pages, each identified by my signature, this / ~ day of.~__,~..~,~~" , 1995. Delores J.~Brehm (SEAL) Signed, sealed, published and declared by the above-named Testatrix, DELORES J. BREHM, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) · SS. COUNTY OF CUMBERLAND ) I, DELORES J. BREHM, Testatrix, whose name is signed to the attached or foregoing instrument, having been 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 DELORES J. BREHM, the Testatrix, this./~-- dayof ~_,a~,~e-" , 1995. Delores J. Brehm, Testatrix Notary Public _ AFFIDAVIT NOTARIAL SFAC BRENDA L. BI~q4M, NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES JANUARY 6. 1996 COMMONWEALTH OF PENNSYLVANIA ) · SS. COUNTY OF cUMBERLAND ) We, RONALD E. JOHNSON and /52~ /",~. ~)/-,-- , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that DELORES J. BREHM signed willingly and that she.executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue subscribed to before me by RONALD E. JOHNSON da , witnesses, this /'-~" of ) t \IC~ l]f' ~_~ .(SEAL) , Witness Notary Public influence. Sworn or affirmed to and and~-/ ,/'._~'. ~r,". ~ ~/~,~ ~, ,' 1995. P,~ARiAL S~..AL BRENDA L. BREHM, NOTARY PUgl..IC CARLISLE BORO, CUMBERLAND COU~,"TY MY COMMISSION EXPIRES JANUARY 6, 1996 SCHEDULE A REAL ESTATE ESTATE OF Delores J. Brehm FILE NLrMBER 21-04-0290 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant fac~s. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 ALL THAT UNDIVIDED one-fourth interest in and to the following two tracts of land: A. All that certain tract of land with the improvements thereon erected situate in North Middleton Township, Cumberland County, PA on Route 34 containing 5.287 total acres including the right of way and being Lot No. 2 as shown on the Final Subdivision Plan for Catherine P. Magee prepared by Larry V. Neidlinger PERS dated November 18, 1996 and recorded in Cumberland County Plan Book 74, Page 90. Being the same premises which Catherine P. Magee, widow by her deed dated November 3, 1999 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 213, Page 477 granted and conveyed unto Delores J. Brehm, J. Richard Magee, Beverly A. DeHart and Bonnie M. Wylm, as equal co-tenants in common. See appriasal attached Full value $184,500.00 Decendent's interest (25%) B. All that certain tract of land with the improvements thereon erected in North Middleton Township, Cumberland County, PA on on Route 34 containing 1.037 total acres including the right of way and being Lot No. 2A as shown on the Final Subdivision Plan for Catherine P. Magee prepared by Larry V. Neidlinger PERS dated November 18, 1996 and recorded in Cumberland County Plan Book 74, Page 90. Being the same premises which Catherine P. Magee, widow by her deed dated May 6, 1997 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 157, Page 303 granted and conveyed unto Delores J. Brehm, J. Richard Magee, Beverly A. DeHart and Bonnie M. Wynn, as equal co-tenants in common. See appraisal attached Full value $85,000.00 Decedent's interest (25%) $46,125.00 $21,250.00 Total (also enter on li~ $67,375.00 GEORGE L. EBENER & ASSOCIATES REALTOR APPRAISAL REPORT of BREHM PROPERTIES LOCATED at 2341 SPRING ROAD CARLISLE PENNSYLVANIA 17013 FOR RONALD L. BREHM 2351 SPRING ROAD CARLISLE PENNSYLVANIA 17013 AS OF MARCH 10, 2004 BY CHARLES L. WENGER, GRI 139 W. HIGH STREET CARLISLE, PENNSYLVANIA 17013 GEORGE L. EBENER & ASSOCIATES REALTORS Residential, Commercial & Farms Appraisals · Sales · Rentals MULTIPLE L~S13NG SERVICE 139 West High Street, Carlisle, PA 17013-2991 Phone (717) 243-6195 · Fax (717) 245-0699 March 20, 2004 Mr. Ronald L. Brehm 2351 Spring Road Carlisle, Pa 17013 Appraisal Report of 2341 Spring Road Carlisle, Pa 17013 Dear Ronald: In accordance with your request to Wilbert L. Diehl, I, Charles Wenger, was asked to do an appraisal on the above captioned property. On March 10, 2004, I viewed the property with Mr. Brehm to estimate the Market Value as of that date. Market Value is defined as "The highest price for which a property would sell, assuming a reasonable time for the sale and a knowledgeable Buyer and Seller acting without duress." A reasonable time would be six to nine months in today's market. The value shown has been arrived at after careful study of the location, type of improvements, their physical condition and their present use. Therefore, I believe it to reflect a true measure of the Market Value as of March 10, 2004 VALUE REPORTED: Residential property on 5.287 Acres: Commercial properly on 1.037 Ac. $184,$00.00 $ 85,000.00 I hereby carfify that I have no financial interest, present or contemplated, in this property and that neither the employment to make the appraisal nor the compensation therefrom is contingent upon the value reported. The properties were appraised as a whole, subject to the Contingent and Limiting Conditions outlined herein. Submitted by: Charles L. Wenger, GRI Broker/Partner Pa. Certification # BA-001849-L PROPERTY NO. 1 LOCATION: The subject properties are located approximately 1 mile north of the Borough of Carlisle in North Middleton Township along S.R. 34 north, also known as Spring Road. PURPOSE of APPRAISAL: The purpose of the appraisal is to estimate Market Value of the properties as of March 10, 2004. MARKET VALUE: Market value is defined as "At a given time, the highest price estimated in terms of money which a Buyer would be warranted in paying and a Seller justified in accepting, provided both parties were fully informed acted intelligently and voluntarily and further that all rights and benefits inherent in or attributed to the property were included in the transfer." FUNCTION of APPRAISAL: The function of the appraisal is its utilization as a guide to establishing value under current market conditions. PROPERTY RIGHTS APPRAISED: The property rights appraised are assumed to be fee simple in ownership. The area is mostly residential in character, but also commercial enterprises are located in the same area. UTILITIES: Telephone and Electricity. FLOOD ZONE: Plan Book 74 page 90 (survey by Lar~ V. Neidlinger) shows the 100 yr. flood boundary over approximately half of the eastern section of the lot. Currently deeded in: Delores J. Brehm, J. Richard Magee. Beverly A. Dehart and Bonnie M. Wynn, all of Cumberland County, Pennsylvania as equal co- tenants in common. Delores J. Brehm, deceased as of February 2004. RECORDING INFORM- ATION: Parcel No. 29-15-1251-04lA -- Deed Book Volume 213 page 477 (Residential property) -- Tax Assessment on 5.287 Ac = $184,660. Parcel No. 29-15-1251-099 -- Deed Book Volume 157 page 303 (Commercial property) -- Tax Assessment on 1.037 Ac.= $65,140. LOT SIZE: IMPROVE- MENTS: Plan Book 74 page 90 (Lot No. 2 ) ='s 5.287 Acres (Residential property) Plan Book 74 page 90 (Lot No. 2A) ='s 1.037 Acre (Commercial property) Making a total of 6.324 Acres 2 story Architectural Aluminum sided dwelling with additions. Architectural asphalt shingle roof (original) slate walkway to house open porch with carpet built in 1979 --2540 sq. ft. of living space foyer, closet, vinyl flooring and carpeted hallway Living room, carpet, brick fireplace wPaeatolator and mantel french door to outside. Dining room with carpet Kitchen - eat-in - linoleum - G.E. electric range -wall microwave oven -Frigidare dishwasher - wooden base cabinets Mud room - linoleum - laundry area and 1/2 bath Basement (,partial) - crawl space, concreted - 50 gal electric water heater (new) ceiling insulated Study, carpet Bath, carpet - tub w/shower head - heat lamp on timer. Master Bedroom - carpet - closet (sub electric panel) walkin closet Stairway to second level and hallway, closet - carpeted Bath, carpet, tub/shower Bedroom, carpet, closet, elec. baseboard heat Bedroom, carpet, closet, elec. baseboard heat Whole house fan in hallway Attic (insulated) storage off of hallway Heat - Electric heat pump with Central Air 200 ampere breaker electric service Septic is sandmound with drain lines City water and also an under ground water pipe from adjacant property well for outside watering. 26' X 30' frame/Architectural aluminum sided garage with automatic opener -- Asphalt .qhingle roof. A 12" sewer main traverses this property, but due to the distance to the buildings, it was not a requirement to connect to the line, thus they are on on-lot septics. Lots Nos. 2 & 2-A. This property is in excellent condition There are three (3) fights-of-way over this property, one at the northwest entrance to the property for the adjacant owner for safer access to S.IL 34 and two (2) over 16" macadam drive (25') rights-of-way to property owner due east of lot 2-A and for adjacant owner to the north to access his property at the rear of this lot No. 2. MARKET VALUE APPROACH: A survey of properties that have sold was used in arriving at this conclusion. Since no two properties are ever identical, it was necessary to make adjustments on each comparable sale as related to the subject property. These adjustments were made on time of sale, size, location and utilities as well as any other factors that may affect value. From this analysis the Market Value is best estimated to be: One Hundred Eighty-Four Thousand Five Hundred Dollars $184,500.00 COMPARABLE SALES The analysis of the comparable sales below reflects market reaction to sigaifieant variations between the sales and subject property FEATURE SUBJECT SALE 1 SALE 2 SALE 3 Address Sales Price Price/gross liv. area Data Scources Finacning Concessions Date of Sale Location Site View Design Actual Age Condition Above Grade Room count Gross liv. area Basmt --finished fireplace pool heating-cooling Porch/deck/patio Outbldg. NET ADJ. TOTAL Adjusted Sales Price of Comparables 2341 Spring Rd 1821 Basin Hill Rd. 33 Hope Terrace 1290 Newville Rd. Carlisle, Pa Carlisle, Pa Carlisle, Pa Carlisle, Pa N/A $164,900 $168,500 $170,000 N/A $87.25 $92.89 $85.00 MLS MLS MLS Conventional eom~ntional conventional 10-31-03 7-31-03 1-10-02 +5,000 Avg. Avg. Avg. 0.46 Ac +18,000 0.47 Ac +18,000 2.30 Ac +15,000 Avg. Avg. Avg 2 sto.alum/brk 2 sto. Vinylfork split/lev v/nylfork 34 +1,000 29 30 Avg. excellent/extras -5,000 Avg. tot. bdrms, ba tot. bdmas ba tot. bdrms ba 6 3 2 + 500 7 3 1.5 +1,000 7 3 2 + 500 1890 sq. ft. +6,000 1814 sq. ft. +6,000 2000 sq. ft. +5,000 basmt unfinish basmt --exposed -2,000 Partial--finish -2,000 brick brick 2 brick - 1,500 none above ground -2,000 none Elee. Rad/AJC +2,000 Elec A/C OHBB A/C -2,500 Sun room -5,000 Deck-Patio Ene. Pot/Deck -3,000 none none 24'x40' bldg -5,000 + 22,500. + 16,000 + 11,500 Avg. 5.287 Ac. Avg. 2sto Alum/brk 25 Avg. total bdms bath 7 3 2.5 2540 sq. ft. Partial--nnfinlsh brick none E. hp A/C Poroh none $187,400 $184,500 $181,500 Lot No. 2-A IMPROVE- MENTS: 28' x 66' 2 story frame barn, converted to business with 28' X 66' one story addition. Metal roof, 3 display rooms in the addition with french doors between and one large display room, office, with file ceiling, and 2 restrooms (with electric heat) in the 2 story section with second floor used for additional storage and work area.. 100 ampere electric service with 100 ampere feeder box on first level and 100 ampere feeder box to the second level. Heat is from an Oil fired forced air furnace for the entire building City water plus a well with jet pump for irrigating the lawn with a pipe extending to the property known as Lot No. 2 for irrigating purposes. Septic is inground system with drain lines In doing my research, there were no comparable commercial sales for this type of property on a lot this size. If the property were exposed to the open market, it is my conclusion that the Market Value is estimated to be: $85,000.00. 4 SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Delores J. Brehm 21-04-0290 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 24 shares Prudential Insurance Co. @ $45.55/share $1,093.20 TOTAL (also on line 2, Recapitulation) $1,093.20 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Delores J. Brehm 21-04-0290 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1987 Chrysler 5th Avenue automobile net proceeds from sale $1,000.00 TOTAL (also on line 5, Recapitulation) $1,000.00 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Delores J. Brehm 21-04-0290 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Funeral Expenses: Ewing Brothers Funeral Home Funeral luncheon Administrative Costs: Personal Representive Commissions Social Security Number of Personal Representative: Attorney fees to Andrews & Johnson Family Exemption Claimant Ronald L. Brehm Relationship: Husband Address of Claimant at decedent's death: Street: 2351 Sprin$ Road City: Carlisle Probate Fees to Register of Wills Miscellaneous Expenses: George L. Ebeners & Assoc. - real estate appraisal Recorder of Deeds - recording fees Register of Wills - filing fee Reserve for closing State & Zip PA 17013 $7,560.00 $2OO.0O $824.00 $3,500.00 $222.00 $250.00 $79.O0 $15.00 $2OO.00 17 TOTAL (also on line 9, Recapitulation) $12,850.00 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Delores J. Brehm 21-04-0290 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Ronald L. Brehm Husband 100% 2351 Spring Road, Carlisle, PA 17013 2 3 4 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of BREHM DELORES J File Number: 2004-00290 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 07/05/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge Sincerely, GLENDA ~ Clerk of the Orphans' Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 BREHM RONALD L 2351 SPRING ROAD CARLISLE, PA 17013 RE: Estate of BREHM DELORES J File Number: 2004-00290 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 07/05/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge Clerk of the Orphans' Court CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Date of Death: Will No: DeloresJ. Brehm Febmary6,2004 21-04-0290 To the Register: I certify that notice of beneficial interest 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 July 16, 2004: Ronald L. Brehm 2351 Spring Road Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: July 16, 2004 .~~z~//~,~ ~ ~ Phone: 717-243-0123 Capacity: Counsel for personal representative BUREAU OF INDIVIDUAL TAXES INHER/TANCE TAX DZVTSTON DEPT. Z80601 HARRISBURG;, PA 171Z8-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-15~i7 EX AFP Cg1-93) RONALD E JOHNSON ESQ ANDRENS & JOHNSON 78 N POMFRET ST CARLISLE PA 17015 DATE 07-19-2006 ESTATE OF BREHH DATE OF DEATH 02-06-2006 FILE NUHBER 21 06-0290 COUNTY CUHgERLAND ACM 101 I Amoun~ Ree/~ed DELORES J HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETATN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03} NOTICE OF INHERITANCE TAX APPRATSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTTONS AND ASSESSHENT OF TAX ESTATE OF ]tREHM DELORES J FILE NO. 21 06-0290 ACM 101 DATE 07-19-2006 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNTNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) $. Closely Held S*ock/Par~narship Zn~eres* (Schedule C) ($) 4. Hor~gages/No~as Receivable (Schedule D) (4) $. Cash/Bank Dapos/~s/Nisc. Personal Proper~y (Schedule E) ($) 6. Jo/n*ly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule O) (7) 8. To*al Asse~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expensas/Adm. Cos~s/N/sc. Expanses (Schedule H) (9) 10. Deb~s/Nor~gaga Liabil/~ias/L/ens (Schedule Z) (10) 11. To,al Deduc~/ons 12. Ne* Value of Tax Re~urn 15. 14. Char/~abla/govarnmen~al Bequests; Non-elected 9115 Trusts (Schedule J) Ne~ Value of Es~a~e Subjec~ ~o Tax 67z$75.00 lz095.20 .O0 .00 1~000.00 .00 .00 (8) 12,850. O0 .00 NOTE: To /nsure proper cradL~ ~o your account, subm/~ ~ha upper pore/on of ~h/s form wL~h your ~ax payment, NOTE: 69,668.20 TAX CREDTTS: PAYMENT DATE KEC[ZPT NUHBER D/SCOUNT INTEREST/PEN PAID (-) PAYHENT MUST BE MADE BY 11-06-2006~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ASSESSHENT OF TAX: 15. Amoun'l: of LLna 1~ a* Spousal ra*e (15) 16. Aeoun'l: of L/ne 14 ~axable e* Lineal/Class A ra~a (16) 17. Amoun* of L/ne 14 a~ S/bling ra~a (17) 18. Aeoun~ of L/ne 14 *axable a~ Colla*eral/C1ass B ra~e (18) 19. Pr/nc/pal Tax Due TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE .00 2,567.81 .00 2,567.81 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR. FOR INSTRUCTIONS.) Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (11) 12.8~n.00 (12) 56,618.20 (1~) . O0 (14) 56,618.20 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX D/VIS/ON DEPT. zDn6nl HARRISBURG, PA 17118-0601 RONALD E JOHNSON ESQ ANDRENS & JOHNSON 78 N POHFRET ST CARLISLE PA 17015 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE Z~HERZTANCE TAX RECORD ADdUSTHENT DATE 08-05-200R ESTATE OF BREHH DATE OF DEATH 01-06-200~ FILE NUHDER 21 0~-0290 COUNTY CUMBERLAND ACN 101 Aeoun~ Roei~ed REV-1595 EX AFP C01-03) DELORES d HAKE CHECK PAYADLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~c ~he upper portion of ~his form wi~h your ~ax payment:. CUT ALONG TH:ZS LZNE ~ RETAZN LONER PORTTON FOR YOUR RECORDS '~ bg-v': [ ~-~ - g:~:- -~ P~- - [ ~)-Z---(~3- ..... ~-~- - ~l-~g R~Z-T-~ ~l~-g ' f~-~ - ~:-c-5 R~)- -~ f)~J-~g fTd-~l~ f- -~; ............................. ESTATE OF BREHH DELORES J FILE NO. 21 0~-0290 ACN 101 DATE 08-05-100~ ADJUSTHENT BASED ON: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Es~a~e (Schedule A) 2. S~ocks end Bonds (Schedule B) Closely Held S~cock/Par~cnership Zn~eres~ (Schedule C) Hor~gages/No~:es Receivable (Schedule D) $ Cash/Bank Deposi:~s/Nisc. Personal Proper~y (Schedule E) 6 Jointly Owned Property (Schedule F) 7 Transfers (Schedule G) 8 To,al Asse~s DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adelnis~ra~ive Costs/ Hiscellaneous Expenses (Schedule H) 10. Deb~s/Nor~gage Liabili:kies/Liens (Schedule T) 11. To,al Deduc*ions 12. Ne'l: Value of Tax Re~urn (1) 67/$75.00 (2) 1/095.20 ($) .00 .00 (s) 1/000.00 (6) .00 (7) .00 (8) 69,~68.20 (9) 12,850.00 (10) .00 (11) (12) 15. 1~. TAX: Charitable/governmental Bequests; Non-elected 911:5 Trusts (Schedule J) Ne~ Value of Es~a~e Sub~ec~ ~o Tax 16. Amoun~ of Line 1~ e~ Spousal re~e (15) 16. Amoun~ of Line 1~ ~exable a~ Lineal/Class A ra~e (16) 17. Amoun* of Line 1~ e~ Sibling re~e (17} 18. Amoun~ of Line 1~ ~exable a~ Collateral/Class B ra~e (18) 19. Princi)el Tax Due KI:CI:LP I I"- NUHBER TAX CREDITS I PAYIII~N I DATE ~i'.~: :i 12/850.00 56/618.20 .00 UI~CUUNI ~NTEREST/P£N PA~D (-) (1:5) (1~) 56/618. Z0 56z618.20x 00 = .00 .OOX 0~5= .00 .OOX 12 = .00 .OOx 15 = .00 (19) .00 ZF PAID AFTER DATE /NDZCATED~ SEE REVERSE FOR CALCULATION OF ADDZTIONAL /HTEREST. AHOUNT PAID TOTAL TAX CREDIT O0 BALANCE OF TAX DUEI .00 INTEREST AND PEN. TOTAL DUE . ( :IF TOTAL DUE 1S LESS THAN $1~ NO PAYHENT TS RE~U/RED. ZF TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THTS FORH FOR TNSTRUCTZONS.) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Make check or money order payable to: REGTSTER OF NTLLS, AGENT. REFUND (CR): A refund of a tax credit) mhich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-800-56Z-ZOSO~ services for taxpayers with special hearing and / or speaking needs: I-BO0-q47-30ZO (TT REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oapt. gB0601, Harrisburg, PA IT1Z8-060I, Phone (717) 787-6505. DISCOUNT: PENALTY: INTEREST: If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (SI) discount of the tax paid is aLlowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. Interest is charged beginning with first day of delinquency or nine (9) months and one (l) day from the date of death to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOX .000548 1988-1991 llZ .000301 ZOO1 9Z .000Z47 1983 lSZ .000438 1992 92 .000247 ZOO2 6Z .000164 1984 llZ .000301 1993-1994 72 .O0019Z 2003 5Z .OOOl~7 1985 13Z .000356 1995-1996 9Z .000247 2004 4Z .000110 1986 102 .000274 1999 7Z .OO019Z 1987 9Z .000Z47 ZOOO 8Z .OOOZ19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculatad. rEV-1470 EX (6-88) iNHEI~ITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 3ECEDENT'S NAME FILE NUMBER DELORES J BREHM 2104-0290 ACN REVIEWED BY Dianne McClain 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax has been adjusted to correct the distribution of assets. ROW Pa.qe 1 Cumberland County - Register of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of BREHM DELORES J File Number: 2004-00290 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: 2/06/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \l~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: 61"~/H ~~Jlef ...1".. Date ofDeath: -</~ r Estate No.: .200'1- {)O~~~ Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 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 o/,eeaf,;'"''1:;:/;!J,dJ ~M sde ,tJt'/te;7t1dr-y c. 1:opies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court an ay be attached to this report. Date: rzjof S . gnature l&1d/d pc JC#kJIJPL Name If d, ~t'1 If. Address G!)//Ift [./ /4 / 7 tf/J (717)~lf.5-0IZS Telephone No. Capacity: 0 Personal Representative ~ounse1 for personal representative V} Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: 6rt:;f#t ,tJ~Jlef rot Date of Death: ~/~ f Estate No.: .2()() If - CJO.Af ~ Pursuant to Rule 6.12 ofthe 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 ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No.1 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 f1Geean:?Zliil~~c~1f.jOifct~~nf.fr~~1r %'~~formal accounts may be filed with the Clerk ofthe Orphans' Court an ay be attached to this report. Date: sjzYOf S . gnature I&td/d Fc MkJIJPL Name lf~'/r~Jf. Address CcJP' /1.1; [./ ~ / 7 ~ I J {7/~),2lfJ-OIZS Telephone No. Capacity: Q Personal Representative ~ounsel for personal representative v-y 3: o Q) E .c ,g m c~ -g ~ o~ Q) "0 -g ~ ~c Q) Q) ~cn Q)UJ "0)- J!!:= GS o Q) ~ "a. g.-ci ~ :i =a o!Q)oE o O(i).c >- Q) ~~~2~ " <c o~ ~"E '0 ~ M~mrl-uE -go~-o~~ ~ tUQ5-g-Q)Q) NO"'CE~~ ~ia~2ft 13 en '0 Q) to- "'C ~ "0 E oc E c: lij - Q) Q) 1;) tU rl 0 eC: m ~Q)C:Q)en_ ~ $~~~:.2Q) :g !:.; g.m~~ <( EE'E~~6 ~ 8~it~~o ~ . . . 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U l'tIAI~ .~ L .; Estate of BREHM DE~LORES J Late of NORTH MIDD~LETON TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-04-00290 Date: 3/14/2006 NO.: 21-04-00290 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE PA 17013 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: BREHM RONALD L Personal Representative Counsel: JOHNSON RONALD E Date of Decedent's Death: 2/06/2004 Date of Delinquency Notice: 2/06/2006 The undersigned, Glenda Farner Strasbaugh, Clerk of Orphans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of Orphans' Court on 1/05/2006 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~~ Glenda Farner Strasbaugh Clerk of Orphans' Court A hearing is scheduled for May 01, 2006 at 11:00 AM in Courtroom NO.2. If the Status Report is filed prior to the hearing date, the hearing will automatiC~~~ ~ Edgar B Bayley PJ \