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Home My WebLink About03-0805PETITION FOR PROBATE and GRANT OF LETTERS Estate of VIRGIE I. BRENNEMAN also known as No. To: · Deceased. Social Security No. t 72-24-9305 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated 5/1t/99 and codicil(s) dated NONE Register of Wills for the County of CUMBERLAND Commonwealth of Pennsylvania in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 4 Mumma Avenue~ Borough of Mechanicsbur_~ Pennsylvania (list street, number and municipality) Decedent, then 72 years of age, died 9/15/03 at Harrisburg Hosl~ital, Dauphin Count¥~ Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never ajudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 4 Mumma Avenue~ Mechanicsbur~l~ Pennsylvania 17055 500.00 90,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters TESTAMENTARY thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Donald E. Cook, 651-D W. Lisburn Road Mechanicsbur9 PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ] COUNTY OF CUMBEm. ANDf SS 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 represen- tative(s) of the above decedent petitioner(s) will well and~:ul¥ administer the estate according to law. Sworn to or affirmed and subscribed ~- (~j)~~.C~fv. ~ ~ before me this 7th dayof ] Donald E. Coo]i ~ October. .... ZOO3 J Donna M. Otto, 1st Depfif~~~. / 7-i. ~0. 21-2003-805 Estate of WRmE ,. BRENNEMAN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW October 7th 2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated $/11/99 described therein be admitted to probate and filed of record as the last will of¥1ROlE I. BRENNEMAN and Letters TESTAMENTARY are hereby granted to DONALD E. COOK FEES Probate, Letters, Etc ......... $ 200.00 Short Certificates ( 2 ) ...... $ 6.00 ~~..x~Pages. (.~).. $ 9.00 JCP $ 10.00 TOTAL $ 225.00 Filed..O?t.o.b?r..7.t.h,. 299 3. .......... Mail Letters to Attorney Murrel R. Walters Donna M. ottRo;gr~:°fl~l~ty MURREL R. WALTERS III #24849 ATTORNEY (Sup. Ct. I.D. No.) 54 EAST MAIN STREET MECHANICSBURG PA 17055 ADDRESS 7t 7-697-4650 PHONE 21-2003-805 C: ? ! LAST WILL AND TESTAMENT OF VIRGIE I. BRENNEMAN I, VIRGIE I. BRENN~.IAN, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. me I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. I give and bequeath all my personal tangible property, such as, but not limited to household furnishings, wearing apparel, appliances, books and photographs, to my two (2) sisters, to wit, GLORIA Jo JOHNSON and S_~RAH M. JUMPER, share and share alike, or to the survivor of said two (2) sisters, should either of them predecease me. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever -1- and wheresoever the same ~y be situate, to my brother, DONALD E. COOK, absolutely and unconditionally. In the event that my brother, DONALD E. COOK, should predecease me, then in such event, I give, devise and bequeath my entire estate, real, personal and mixed, whatsoever and wheresoever situate to my two (2) sisters, to wit, GLORIA J. JOHNSON and SARAH M. JUMPER, share and share alike, or to the survivor of said two (2) legatees, should either of them predecease me. LASTLY, I nominate, constitute and appoint my brother, DONALD E. COOK, Executor of this my Last Will and Testament, and in the event that ny said brother should predecease me, or should he be unable to serve in such capacity for any reason, then in such event, I nominate, constitute and appoint my two (2) sisters, the aforementioned GLORIA J. JOHNSON and SARAH M. JUMPER, Co-Executrices of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this // day of May, A. D., 1999. Virgie I. Brenneman (SEAL) -2- Signed, sealed, published and declared by the above named, VIRGIE I. BREN~I~N, as and for her Last Will and Testament, in the presence of us, who have subscribed our names hereto as witnesses, at the request of said testatrix, in her presence and in the presence of each other. -3- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, VIRGIE I. BRENN~-~'4AN , the testat_r_~ 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 volun- tary act and deed, for the purposes therein contained. VIRGIE day of Sworn and affirmed to and acknowledged before me by ,-r%._ I. BRENNE~L~N , tl~e testatrix , this May , A. P., 1999. ~- O~i~r-~e I. Brg~ne.ma~ ~otary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND J Notarial Seat ! Marilyn E. Williams, Notafl/Put~c J Mechanicsburg 8oro, Cumberland SS LMy Comm,,i,~sion ExPires Nov. 6, We, the undersigned, J. ROBERT STAUFFER and SUSAN A. }~[cCOY , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified accordin$ to law, depose and say that we were present and saw the testat rix , VIRGIE I. BREN~fAN sign and exe- cute the instrument as b~her Last Will and Testameng; that the said testatrix , VIRGIE I, BRENNF~.'tAN , executed it as ~/her free and voluntary act for the purposes therein ~xpressed; that each of us, in the hearing and sight of the testat rix , signed the Will as witnesses; and that to the best of our knowledge, the testat rix was, at the time, eighteen (18) or more years of age, of sound mind, and under no constra~uress or undue influence. . Sworn and su~ibed to before me tbls /// ~ day of May , 1999. -4- . ' N.o..tarial Seal" ' _ .l~lari!yn. E. W_ill~ams_, Nota~ Pubac M~e,~rO. uor_o, ~um .l~.rland County ! Member. Pennsylvania Assoeiatiofl of Notaries 0 ~? j. ROBERT STAUFFER ATTOR~I~Y AT LAW MAP, KET SQUAI~E BUILD,NO MECHANICSBURG, PA. 17055 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: W,11 No. To the Register: Virgie I. Brenneman September 15, 2003 Admin. No. 2003-805 I certify that notice 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 January 12, 2001. Name Address Sarah M. Jumper 312 Ross Avenue, New Cumberland, PA/3~070 Donald E. Cook 651-D West Lisbum Road, Mechani/~rg, PA 17055 to all persons entitled th. ereg~ mde¢3~ule 5.6~ff/except: Notice has now been given 5~~/~~ NONE Date: 10/08/03 Signature NalTle: Address: Telephone: Capacity:. ~ Murrel R. Walters, III 54 West Main Street Mechanicsburg, PA 17055 717-697-4650 Personal Representative ~X Counsel for personal representative REV-1500 E~( + (6-OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BRENNEMAN VIRGIE I, DATE OF DEATH (MM-DO-Year) I DATE OF BIRTH (MM-OD-Year) O9/1512OO3 I O611111931 (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2 I -0 3 0 8 0 COUNTer CODE YEAR NUMBER SOCIAL SECURITY NUMBER I 7 2--2 4--9 3 O THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~1. Original Return r'-~ 4. Limited Estate r~6. Decedent Died Testate (Attach copy of Wil{) r'-] 9, Litigation Proceeds Received E~]2. Supplemental Retum IF'--] 4a. Future Interest Compromise (data of death after 12-12-82) r""] 7. Decedent Maintained a Living Trust (Attach copy of Trust) [~] 10. Spousai Poverty Credit (date of death between 12.31.91 and 1.1.95) Lr~ 3. Remainder Return (daleofdeathpdorto12-13-82) "--]5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes r~11. Election to tax under Sec. 9113(A) (A~ch Sc~ O) THIS SECTION MUST BE COMPLt: t ~-D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS II1~ ESQ. FIRM NAME (If Applicable) TELEPHONE NUMBER 717-697-4650 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule Bi' (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Join0y Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule N) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 54 EAST MAIN STREET MECHANICSBURG 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 84~800.00 1 ~470.77 t PA 17055 OFFICIAL USE ONLY (8) (11) (12) 22;318.50 24~709.11 86;270.77 47,027.61 39,243.16 (13) (14) 39;243,1 ¢, 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 X X 39~243.16 X .12 X .15 (15) (16) (17) (18) (19) 20. ~] ' ' ' ' 'o! ,- ' el ~ , ' Ins o ,~ eT -.,,v ~ · · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 4,709.18 4,709.18 D~ecedent's Complete Address: STREET ADDRESS 4 MUMMA AVENUE CITY MECHANICSBURG STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C; Discount Interest/Penalty if applicable D. Interest E. Penalty I ZIP PA 17055 (1) Total Credits ( A + B + C ) (2) Total Interest/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. 4,709.18 4,709.18 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 4~709.18 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 transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons deration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designat on? 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 thai I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, correct and complete. Declaration of preparer other than the personal representative is based on all informatioA.e~ which preparer has any knowledge. SIGNA ,~--~/"~C.~.j ~, T~_P_ ERSON RESPONSIBLE. J~OR ~'~ FJ~NG RETURn, .. '//.. DATE 2/26104 PA 17055 ADDRESS DONALD E. COOK . //~ 651-D#WE~T LI S~U I~.~OA[~/M EC HAN I CSBU RG OF PREP OTHE~AN~ES~TIVE ADDRESS M ~.~AL{E~' I I I ESQ~ 54 EAST MAIN STREET~ MECHANICSBURG DATE 2/26/04 PA 17055 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for 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. REV-1502EX +'{1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER BRENNEMAN VIR(~IE t. 21 03 0805 All real property owned solely or as a ~.ei~ai~[ in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION 4 MUMMA AVENUE MECHANICSBURG, PA 17055 TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE OF DEATH 84~800.00 ITEM NUMBER 1. $ 84,800.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER BRENNEMAN VIRGIE I. 21 03 0805 Include 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 NUMBER 1. DESCRIPTION REAL ESTATE SALE TAX AND UTILITY PRORATIONS PA EMPLOYEE BENEFIT AND TRUST FUND PNC BANK CHECKING TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 403.48 70.98 996.31 $ 1,470.?, (if more space is needed, insert additional sheets of the same size) REV~1511EX~* (177) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRENNEMAN VIR(~IE Debts of decedent must be reported on Schedule I. ITEM NUMBER A. Bo FUNERAL EXPENSES: MALPEZZl FUNERAL HOME SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) DONALD E. COOK Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address 651-D WEST LISBURN ROAD City MECNANICSBURG State PA Year(s) Commission Paid: 2004 Attorney Fees MURREL R. WALTERS III, ESQ. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS, CUMBERLAND COUNTY Accountant's Fees Tax Return Preparer's Fees FILE NUMBER Zip 17055 Zip 2~ 03 080~ REAL ESTATE SALE SETTLEMENT CHARGES TOTAL (Also enter on line 9, Recapitulation) AMOUNT 3,874.00 4,300.00 3~150.00 255.00 0,739.50 (If more space is needed, insert additional sheets of the same size) 22~318.5,, ~EV'1512 EX + (1~97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRENNEMAN VIRGIE Include unreimbursed medical expenses, ITEM NUMBER 1. 10. 11. 12 13 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 03 0805 DESCRIPTION AMOUNT 6,530,19 TOTAL (Also enter on line 10, Recapitulation) $ 1,808.89 14,515.80 157.81 100.00 53.46 40.10 111.24 196.04 567.82 57.26 550.50 20.00 PNC BANK UNSECURED LOAN NO, 40-01-8108927579 PNC BANK UNSECURED LOAN NO. 40-01-8109151245 SEARS CHARGE CARD NO. 5121-0717-9167-9347 BOSCOV'S CHARGE CARD NO, 003488624 WEST SHORE EMS-ALS AMBULANCE SERVICE MCI PHONE BILL UNITED WATER WATER SERVICE PP&L ELECTRIC SERVICE BOROUGH OF MECHANICSBURG SEWER/REFUSE SERVICE UGI GAS SERVICE BLAIR CREDIT SERVICES CREDIT CARD FOREMOST INSURANCE HOUSE INSURANCE SHANE COOK LAWN MAINTENANCE 24~709.1 (If more space is needed, insert additional sheets of the same size) REV-1513. EX + (9-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRENNE NUMBER [. SCHEDULE J BENEFICIARIES /IAN VIRGI~ I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] SARAH M. JUMPER 312 ROSS AVE NEW CUMBERLAND, PA 17070 DONALD E. COOK 651-D WEST LISBURN ROAD MECHANICSBURG~ PA 17055 FILE NUMBER 21 03 0806 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE SISTER BROTHER TANGIBLE PERSONAL PROPERTY RESIDUE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ~IECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO362O WALTERS MURREL R III 54 E MAIN STREET MECHANICSBURG, PA 17055 ........ f01d ESTATE INFORMATION: SSN: 172-24-9305 FILE NUMBER: 2103-0805 DECEDENT NAME: BRENNEMAN VIRGIE I DATE OF PAYMENT: 03/02/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/15/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,709.18 REMARKS: SEAL DONALD COOK, EXEC CHECK#122 TOTAL AMOUNT PAID: $4,709.18 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZVTSTON DEPT. 280601 HARRISBURG, PA 171Z8-0601 COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HURREL R WALTERS III ES~4'~ 5q E HAIN ST MECHANICSBURG PA 1Z055 APR 20 DATE 0q-19-200~ ESTATE OF BRENNEHAN DATE OF DEATH 09-15-2005 FILE NUMBER 21 05-0805 COUNTY CUMBERLAND ACN 101 I Aeoun~ Remi*lad REV-lS~7 EX AFP COl-g3) VIRGIE I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRENNEMAN VIRGIE T FZLE NO. 21 05-0805 ACN 101 DATE 0~-19-Z00~ TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATZON CONCERN/NB FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. CZosaly Held Stock/Partnership Interest (Schedule C) (3) q. Mortgages/Notes ReceLvabla (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/M/sc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liab/litlas/L1ans (Schedule 1) (10) 11. Total Deductions 12. Nat Value of Tax Return 8~,,800. O0 .00 .00 .O0 1/q70.77 .00 .00 (8) 22,318.50 NOTE: To /nsura proper credit to your account, sube/t the upper port/on of this fore w/th your tax payment. 13. lq. NOTE: ASSESSMENT OF TAX: 1.6. Amount of L/ne lq at Spousal rata 16. Aeount of Line lq taxable at Lineal/Class A rata 17. Aeount of L/ne lq at Sibl/ng rata 18. Aeount of Line lq taxable at Collateral/Class B rata 19. Pr/ncipal Tax Due TAX CREDZTS: PAYMENT RECETpT DT$COUNT DATE NUMBER ZNTEREST/PEN PA/D (-) O$-OZ-2OOq CDOO$6ZO .00 86,270.77 2q,709.11 (11) 47.027.61 (12) $9,2q5.16 Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Subject to Tax Tf an assessment ~as issued pre¥iously, lines 14, 15 and/or 16, 17, reflect f/gures that /nclude the total o.f ALL returns assessed to date. .00 $9,Zq5.16 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDZT/ONAL INTEREST. 18 and 19 will TOTAL TAX CREDITI q,709.18 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)~__~ ~,709.18 AMOUNT PAID (15) .00 x O0 = .00 (16) .00 X Oq5 = .00 (17) $9,Zq$.16 X 1Z = q,709.18 (lB) .00 X 15 = .00 (19)= q,709.18 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) banaficiarims of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of Z000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF #ILLS~ AGENT A refund of a tax credit, ahich NaS not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications arm available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-56Z-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest nat satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --arittan protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (SI) discount of the tax paid is allowed. The iSZ tax amnesty nan-participation penalty is computed on the total or the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, ta the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rata of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after January 1, 1982 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 1982 through ZOO~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor. 1982 lOX .0005q8 1'~'8-1991 I1Z .000501 ~ 92 .000247 1985 162 .000438 1992 92 .000247 2002 62 .000164 1984 112 .O00SOX 1993-1994 72 .00019Z ZOOS 52 .000137 1985 131 .000~56 1995-1998 9Z .000247 2004 42 .000110 1986 102 .0D0274 1999 72 .OO019Z 1987 lOZ .000274 ZOO0 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUtIBER 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 bm calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 WALTERS MURREL RIll 54 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of BRENNEMAN VIRGIE I File Number: 2003-00805 Dear Sir/Madam: It has corne 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 decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/15/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ /i '~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge (' n\) \.), ......... ... . / R~~\;\I\y 1;\9i ~~ ]. ~ -/~/; Estate No.: 21-03-00805 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate of BRENNEMAN VIRGIE I Late of MECHANICSBURG BOROUGH Date: 10/17/2005 NO.: 21-03-00805 WALTERS MURREL RIll 54 E MAIN STREET MECHANICSBURG PA 17055 .:.. 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: COOK DONALD E Personal Representative Counsel: WALTERS MURREL RIll Date of Decedent's Death: 9/15/2003 Date of Delinquency Notice: 9/15/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' 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 Orhans' Court Rules, was given by the Clerk of Orphans' Court on 9/02/2005 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 Per90nal Representative Counsel Gl~~~ Clerk of Orhans' Court ~I A hearing is scheduled for November~, 2005 at . 0 AM in Courtroom NO.2. If the Status Report is fil priot to the hearing date, the hearing will automatical.. be can~lled. Ed~~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: VIRGIE I. BRENNEMAN Date of Death: 9/15/03 Estate No.: 21-03-0805 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__X___ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete (date) 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 No _X_ B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. in interest: Did the personal representative state an account informally to the parties Yes__X No D. Copies of receipts, releases, joinders and approvals of for 'al or informal accounts may be filed with the Clerk of the Orphans' / tirt and may be attached to this report. / I It \.0 Date; ,Qctol5e'r 27, 2005 ~: ','.1 co }:,: C) 0' Li_ LL. C) c::)C Ll.l C:, cc E, LL' CC G:l: MURREL R. 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