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Home My WebLink About02-0995PETITION FOR PROBATE and GRANT OF LETTERS Estate of Norwood L. Bretz also known as Deceased. Social Security No. 201-16-0282 - - No. ~~- ~~' ~Q~~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut°r named in the last will of the above decedent, dated eptem er 6, 2 , 19 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with hls last family or principal residence at One West Penn, Car is e, ennsylvama 17013 (list street, number and muncipality) Decendent, then 86 ears of age, died October 19, 2002 , 19 , at Carlisle, Cumberland County, 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 adjudicated incompetent: Decendent at death owned property with estimated values as follows: ([f domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ ~~DO~ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Vb'HEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letterstestamentary ' (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) [heron. J ~ n G // , y ~ ~ J ~ orot y mgs ug ertzvr e oa ,~ ~ ----'~- air tsTe, ~~ ~~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF Cumberland ~ ,~ -, 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) °f the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirme~and subscribed ,before me this __~ day of orothy m or ugh ~~ ~~~~ `~' Ll~~ •~rr?:rte ~' .. 2002. pct=, ~ <. \~~ ~ , _~ Registe~ Estate of No. 21-02-0995 NORWOOD L. BRETZ ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 6th , 2002 ~ , 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_ September 26, 2001 described therein be admitted to probate and filed of record as the last will of NORWOOD L. BRETZ and Letters testamentary jj are hereby granted to - -___ _ ~'-~ ~~ C` a~^D A/K/A DOROTHY KINGSBOROUGH G v Register ~ V` ills FEES Probate, Letters, Etc.......... $ 60.00 Short Certificates(2) .......... $ h _ (l~ g~~~ EXTRA ,)?AGI~$ , .4 $ 12.00 JCP $ 10.00 TOTAL $ 88.00 Filed ..N.QYIJi~B>r1z..6.,..2lJ.Q2 .............. James D. Flower, Jr.. #2', 742 ATTORNEY (Sup. Ct. LD. NoJ 26 West High Street, Carlisle, PA 17013 ADDRESS 717-243-6222 PHONE CALLED ATTORNEY 11=6-2002 - ~ jilS 1~ t) ~.'~~[r' ~.11 t.~... ::'t ~/ ,tT7 ~l I1~1"C -Til'Ca 3,; ~OCI-e ilk' C(1} ~_~ °%-t ,. Ala. iit1 ;t:7~ Icltl'rGi°:. OI~. ... I ..., ~~..s. ~ _.. . .. .)~ki': ,l , ^a l<;I _,h" r .., .. ., I;!~ic iTL~ wtiiE~ ~~C, tO;Ct'31C~~L"~ Cf) iEle ~[II..' ~ ,L 2. }l': CUr'r~S l~rt~(CL: itl ~c,= .. =ii'~ .. VY.4~~~IC:t g~ illegal to ciuplica~e t~"iiS c.~p~ ~~y phcl~os~at car ph~~ca9a~r3, i ~r 1~~~ ._, ' Ihi P_____870.3.4~3 H,OS. ; NJ Rev. 2187 NT NT /K ~I ,{,,~,-„ fl~~ M I'~a~,l Il ~ ~ ~, .~ 4 9 , ~~~„~ ~ i~J ,, ~ _ , , ._ ,y +~~ ,~ ~~ .- , ~; ~ '~ ~ ~' ~ ~ ' <a ~ ,~ r,~ ;. q ~T~F~ , - "` ---------_Q_~T 2__~ _ 240_ ~. -- _ __ ~ _,,,. COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT(fnsl. M,etlle, Lail ~ SEX SOCUI SECVRITY NUMBER DATE OF DEATH,MCnN, Oey harj '• Norwood L. Bretz 1•Male 1. 201 - 16 - 0282 •- October 19, 2002 AGE(Las Slrlndayl UNOERIYEAR UNDERI DAY DATE OF BIRTH eIRTHPUCE (C:N and PLACE OF DEATH ICne ck Oruy,/r.e-y¢e,n•vuctunrm pner ebel 86 MgNM r Days M°Wa ) Mbulsa !Mpnth. Day 'her) Stales F«egnCwntry) FjA HOSPITAL: OTHER: Y" September lew Bloomfield In I t ^ EWOtnpadam ~J ppA ^ p° i°" Nu"mg anx Hem. ® Rsb.nu ^ s ^ ,. ,. 11, 1916 f ~ pe~Ml COUNTY OF DEATH CITY, BORO.TWP OF DEATH FACILfTY NAME(Il not in9~Nlbn, g,ve atrex arW number) WAS DECEDENT OF HISPANIC ORIGIN7 RACE ~Amxican )Mien, Black, WnNf. xc. SncMl No ® Ye+ ^ n y... spsclry cuwn . Cumberland Carlisle Forest Park Health Ce t ; °"`°"•P"°"°"~'"•«` ,b, k• ,,, n er ,,. White DECEDENT'S USUAL OCCUPATION KING OF SUSINESSlINOUSTRY WAS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS-ManiW SURVIVING SPOUSE IGve kaW awdk OOM durnomm U. S. ARMED FORCE57 ~ nest ratle com x Never Martbd, Widowaa. Ia vMe. 9"'e maben name) e~ al vbrkirq are; eo nor u%r red.l ,ha^ No® Elsmantaryl$aconeary Cdlege Divorced lSpoCN1') . „a- Motor Parts Assembe 1e• Electronic Mfg. (o-)2) ('"as.' ,1. ,g. 8 u. N i +s. DECEDENT'S MMUNG ADDRESS ISVen, CNy/TOwn, State. Lip Cate) DECEDENT'S PA ,7e ACTUA ^ Wa ae M N lN db ,7 s One West Penn pb . , ce r a. lat. S L RESIDENCE deceaM "~ ~°'"`~"°'°`" awm. Carlisle PA 17013 anerabel ~ 1; 1 C b l d '°""xxp7 H" M`M ~ ~ ,e. um er an ,7e. w i1h °I ~~r a s 17e.c cNl'reore. FATHER'S NAME (Fkx. Mbtlle. Last) MOTHER'S NAME IFkx. Midtlb. MabM Swnamel ,e. Sheller L. Bretz ,e. Annie Weaver INFORMANT'S NAME (TypxPraN1 I NFORMANT'S MAILING ADDRESS (Slrex. Ciryrtown, Stab, Zq Caxl :d.. Doroth Kingsboro 10b. 7775 Wertzville Road, Carlisle PA 17013 METHOD OF DISPOSITION DATE OF DISPOSITION PUCE OF DISPOSITION • Nsme of Cemetery. Crematory LOCATION -Ciry/T , $uta, Zq CoM Buda) ® Cremalbn ^ Removx Irom $IAIe^ • (Homo, Day )bar) a Otnx Place °on" °'"'r~°°°M' ^ October 24 2002 Church of God Cemeter Pl i fi ld PA 1,a. , 11b. y I,e. g,d- a n e ' SIGN OF UNERALSERV UL SEE RP RSONACtINOASSUCN LICENSE NUMBER NAME ANDAOORESSOFFACIUTV Hoffman-Roth Funera Home :z.. ::b. 013144-L 11tl.219 N. Hanover St.Carlisle PA 17013 Cornplala acme ILO oery wlron cf ryinq to IM oem a my k , aaam «eurred at me time, dale aM place aided. LICENSE NUMBER DATE SIGNED Myslcien a nor waaatAa x nm. of aam w ' candy owe a asa,n (Sprwure and Taal n - , p, IMmN. Day. tbxl . ~Ll-~fJ- n., ~ W~. 2~e. ~ D ~.. 1x. u.me N-28 max ocomplxeeW TIME OF DEATH ~ DATE P R NO UN CE O D DEAb (Ma~M, Day Year) N4lS CASE REFER RED 70 MEDICAL EXAMINERICORONER7 / PP ~~ jj l //// ~~ Pfraon vMO pronamcef tlaaN. ++jj {{II~ / l/ ~ ~9do~a Yba^ No~ N. (. M. 13. Vl.'I/lJG 2a. 17. PART 1: Enter the eifaassf. injuries a wmpllcations which oteed IM death. Do MI enter IM mode or dyirp, s«n as cardiac a respiratory anal. sMCk or Man lailure. I Appmkimxf PART II: pMr SigniACaM condeioru conUErAkrq le efatn. [hw Lml only oM cause on faU aM. I MlaMl Oshreen noI naunep k1 tM Ilrlder,y4rg awe given n PART I. t omx aM aam IMMEDIATE CAUSE (Fox ~ t _ a%e%a corbNion T/.. eawvg n aealnl-- a. - DU TO A$AC OUENCE OFI: ~( - SawenoaM as mMNiona b.~ \W N aM, leading to immaelals DUE TO IOR A$ A CONS OUENCE OFI: I we. Enlx UNDERLYING • 1 CAUSE (Ueaa%a+raay a t - NglMated avaas OVE TO (OH ASACONSEOUENCE OFI: reaAMq fn deem) Us7 1 °. WA$AN AUTOPSY WERE AUTOPSY FINDINGS MANNEHOF DEATH DATE OFIWVRY TIME OFIWURY IWVRY AT WORK? DESCRIBE HON IWURY OCCVRRED. PERFORMED? AVAIUSLE PRIOR 10 (Mpnm.Oay Year) COMPLETION OF CAUSE F .may. Natax t cid N ^ O DEATH? ~q om e ~ Y.e ^ No ^ Accident Pending lrMStlgatbn ^ L J e M 1a ~j Yba ^ No ILT. Yes ^ No ~I SWNde ^ eoua nawdearmmea ^ PUCE OFIWURY-Al lroma, larm sreel. laclory, ollka • • LocAfaH rnrael. c~lyR .slxa) ll lea. lee. a. buiklirq, nc. l5pec~h) aa. a CERTIFIER ICneckaW or`el SIGNATURE AND TITLE E IFIER 'CERTIFYING PHYSICIAN IPnys¢an cerllMng [au%d tleem when ananx pnYSCan hors porqunced tlealh aM camdxed Hem 2J1 . TO IM deft el mykMrleage, death o«urtM ew le lne cfuse(alfM manner as alsled ..................................................... 11D. ' '-RONOVNCIND ANO CERTIFYIND PHY$ICIAN Ph h m l LICENSE NUMBER /J F DATE SIGNED I , OM. tbarl ~ ( ysban bot pawuncmq Oea aM CM~ yaq to Coro%dtleaml ' TO1M heat of my kMwHege, e.fm «eurrM at IM ltme, eUe, and Pb<a, and ew to IM uufels) and manner as alatfe .......................... ^ 7,e. D ~ ~ ]/(/ ate ~,e. G ~'~ Zda NAME AND ADDRESS OF PERSON WHO COMPLETEDCAUSE OF DEATH • 'MEDICAL EXAMINER/CORONER (Item 271 Types Print Steven Hatleber~~yy 7 e On the Daah of eaaminetlon and/or Investlgalbn, In my opinion, death occurred sl the time, dale and place and due to the oase(s) end BMC / 850 Walnut Bottom Road : : ^ manney as etatea ....................................... ........... Carlisle PA 17013 ~,.. , g1. REGISTRAR'S SIGNATU UMBER GATE FILED (MO"m. Day. Y ea h ~' ~ ~ / ~ -}- ~ •~ (~/~ \ \ ~ c:Awp~ l A~cills\bretznor.wil 21-02-0995 LAST WILL AND TESTAMENT OF NOR WOOD L. BRETZ I, NORWOOD L. BRETZ, of One West Penn Street, Apartment 306, Carlisle, Cumberland County, Pennsylvania, be1ng of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I order and direct my Executor, hereinafter named, that my burial services shall be performed by the Hoffman-Roth Funeral Home, Inc., of Carlisle, Ppr, r~~ rl~~~r"~ anC~ CT?V rP in h II ~.' ~.;~.: ~ ~~- , ~ rrla„ S Sr iai~ bnr intsrrrerl in tho Pl~infiQlr! (`hi irr-h of (,n~ (~r3rY~A}Ar~r - d . _ ~ _ ~ . THIRD: I direct that the following cemetery lots shall be endowed in the full sum of Two Hundred ($200.00) Dollars each, which sum shall be paid to the Farmers Trust Company, Carlisle, Pennsylvania, for the permanent endowment fund of said cemeteries: A. Lot of N. L. Bretz, being Lot No. 19, Division A, Plainfield Cemetery; c:bvp~ 1\wills\bretznor.wil B. Lot of Carrie and Oscar Turner, being Lot No. 11, Division A, Plainfield Cemetery; C. Lot of Jacob Bixler, being Lot No. 11, Division A, Plainfield Cemetery; and D. Lot of Charles and Ida Peters, Ashland Cemetery, Carlisle, Pennsylvania. FOURTH: I hereby give and bequeath the sum of One Thousand ($1,000.00) Dollars to my good friend, DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania. FIFTH: I leave my red Pennsylvania Railroad lantern to AL STUTENROTH, of 551 Summit Drive, Carlisle, Pennsylvania. SIXTH: I leave an eight day clock and electric antique style lamp that lights on the top and bottom, sitting on the stand by the window, to DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania. SEVENTH: I leave a small music box stored in the bottom of my wash stand and a picture of my mother and father and of my mother alone, both of which hang on the wall in my room, to my sister, SARA MAE BRETZ, 200 Boxwood Road, Manchester, Pennsylvania 17345. EIGHTH: All the rest, residue and remainder of my estate, be it real, personal or mixed, of whatsoever kind and wheresoever situate, I hereby order and direct my Executor to sell at public or private sale as it in its sole discretion shall deem to be in 2 c: Awp> 1 Awills\bretznor. wi the best interests of my estate. The net proceeds of such sale or sales shall be added to and become a part of my residuary estate. NINTH: All the rest, residue and remainder of my Estate shall be divided as follows: A. One-third (1/3) thereof to THE GIDEONS INTERNATIONAL, Nashville, Tennessee. B. One-third (1/3) thereof to the WORLD LITERATURE CRUSADE, P. O. Box 35930, Colorado Springs, Colorado 80935-9945; and C. One-third (1/3) thereof to WORLD VISION, Box 0, Pasadena, California, 91109. LASTLY: I hereby nominate, constitute and appoint DOROTHY KINGSBORO, of 7775 Wentzville Road, Carlisle, Pennsylvania, as Executrix hereof, she to serve without Bond. In the event that the said DOROTHY KINBSBORO, shall be unable to serve as Executrix for any reason, I appoint, DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania, as Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ 6 D'~c. day of September, 2001. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~. 3 c:Awp5 I\wills\bretznor.wil COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, NORWOOD L. BRETZ, Testator, 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; 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 NORWOOD L. BRETZ, the Testator, this (g ~-~`~ day of September, 2001. Norwood L. Bretz, Testator NOTARIAL REAL MERLENE J. MARFIEYKI~ NOTARY PUBLIC G1M8ERL/1W0 COUNTY, PA ~ ~ E)D'IREB JUNE 8.2002 4 c:Awp~ 1\wills\bretznor.wil COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, James D. F3.ower, Jr. and Sharon Sir~~pson , 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 Testator sign and execute the instrument as his Last Will; that NORWOOD L. BRETZ signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Jares y, z 1ot,~er, Jr. and Sharon Siriz~son this op2.~t'h day of September, 2001. V V Ill IGJJ 5 NGTAigAt.BEAL .L 11MM~VK1~ NGTAfiY PUOLJC . /11~ OOIN/TY, PA MtY OOMY1881pN E)Q+IRES,ItNVE !, 7000 ~~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NORWOOD L. BRETZ ate of Death: October 19, 2002 Estate No.: To the Register: 21 - 02 - 0995 I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on r mailed to the following beneficiaries of the above-captioned estate on December ~, 2002. Name Address Dorothy Carbaugh 1895 Douglas Drive, Carlisle, PA 17013 AI Stutenroth 551 Summit Drive, Carlisle, PA 17013 Sara Mae Bretz 200 Boxwood Road, Manchester, PA 17345 The Gideons International P. O. Box 140800, Nashville, TN 37214-0800 World Literature Crusade P. O. Box 35930, Colorado Springs, CO 80935-9945 World Vision P. O. Box 0, Pasadena, CA 91109 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: December , 2002 ~ ~°~ =~~ Signature ~`~AIDIS, SHUFF, FLOWER & LINDSAY Name James D. Flower, Jr. Address 26 West High Street Carlisle, PA 17013 Telephone (717) 243-6222 Capacity: _ Personal Representative x Counsel for Personal Representative onnFNnt`n CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NORWOOD L. BRETZ Date of Death Estate No.: To the Register: October 19, 2002 ~1._,~.._,~ I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 7, 2003. Name Address Dorothy Carbaugh 1895 Douglas Drive, Carlisle, PA 17013 AI Stutenroth 551 Summit Drive, Carlisle, PA 17013 Sara Mae Bretz 200 Boxwood Road, Manchester, PA 17345 The Gideons International P. O. Box 140800, Nashville, TN 37214-0800 World Literature Crusade P. O. Box 35930, Colorado Springs, CO 80935-9945 World Vision P. O. Box 9716, Federal Way, WA 98001 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: January 7, 2003 Signature SAIDIS, $HUFF, FLOWER & LINDSAY Name ~ James D. Flower, Jr. Address 26 West High Street Carlisle, PA 17013 Telephone (717) 243-6222 Capacity: _ Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002807 FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: ssN: 2oi-is-o2s2 FILE NUMBER: 2102-0995 DECEDENT NAME: BRETZ NORWOOD L DATE OF PAYMENT: 07/ 1 6/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/ 1 9/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 178.50 REV-1162 EX(11-96) TOTAL AMOUNT PAID: REMARKS: JAMES FLOWER JR ESQUIRE CHECK# 13 INITIALS: AC SEAL RECEIVED BY: S 178.50 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV_1500 Ex (~OO) 1'7- Q'9- ? _J c. / ,l \ (I' ) REV-1500 '* COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 FilE NUMBER 21 - 02 09 95 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTYCOOE YEAR NUMBER w .... <::f''''- L.U~O ",'0 ()ii~ . . < DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER r- z w o w () w o 201 BRETZ, NORWOOD L. DATE OF DEATH MM--OD--YEAR) 16 - 0282 DATE OF BIRTH (MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS October 19, 2002 Se tember 11, 1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~1.0riginaIReturn D4.LimitedEstate ~ 6. Decedent Died Testate (Allaoh copv of Will) D9.litigationproceedsReceived D2.suPPlemenlalRewrn D4a. Future Interest Compromise (d<lleofdealhaner12_12_a2) D7.DecedentMaintainedaLiVingTrustattachaC(JPyorTrUS,) Dl0.SpousaIPovertYCredit(da,eOfd6<1lhbe,ween,2_31_91and'-1-95) o 3. Remainder Return (d8teof deat/1 p<iorto 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D11_EleCtlOntotaxundersec.9113(A)attachSchOo >- z w o z o " . w . . o u THIS SeCTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONfIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO NAME COMPLETE MAILING ADDRESS James D. Flower, Jr., Esquire s~rcll~,A~t~terj6wer & Lindsay TELEPHONE NUMBER 717-243-6222 26 West Hi h Street, Carlisle, PA 17013 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (11 $ 0.00 (21 $ 0.00 ~r ..J\. d :.;.; ,1- (3) $ 0.00 VJ (4) $ 0.00 C-.. C. (5) $ 23,953.27 , ~ 0"> (6) $0.00 -0 1",.) (7) $ 0.00 ~- L" (8) $ 23,953.27 (9) $ 11,468.77 (10) $ 119.57 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Rece"lvable (Schedule OJ z o f- ~ :J f- a. <( () W ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joirl\ly Owned Property (Scheaule F) o Separate Billing Requested 7. Inter-Vivos Trarlsfers & Misceilaneous Non.probate Property (Schedule G orl) 8" Tolal Gross Assets (totai Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule 1) 11. Total Deductions (total lines 9 & 10) (11) $11,588.34 (12) $12,364.93 (13) 11,164.93 12. Net Value of Estate (lirle 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 mirlus Line 13) (14) $ 1,200.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o f- <( f- ::> a. :; o o X <( f- 15. Amount 01 line 14 taxable allhe spousal tax $ $ 0.00 rate, or transfers under Sec. 9116 (aJ(1.2) x.O_ (15) 16. Amount of Line 14 taxable at lineal rate $ x.o 45 (16) $ 0.00 17. Amount of Line 14 taxable at sibling rate $ 50.00 x.12 (17) $ 6.00 1B. Amount 01 line 14 taxable at coHateral rate 1,150.00 x,15 (16) $172.50 19. Tax Due (19) $ 178.50 200 CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT > > BE SUR TO ANSW R ALL QUESTIO S ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREETADDRESS 0 W P ne est enn One West Penn Street, Apartment 306 CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CreditsfPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) $ 178.50 Tolal Credils 1M B + C ) (2) 0.00 3. Interest/Penalty if appllcable D.lnlerest E. Penalty TolallnleresUPenally (D + E) (31 0.00 4. If Une 2 is greater than line 1 + Une 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (4) 0.00 5. If Line I + Line 3 is greater than Une 2, enter the difference. This Is the TAX DUE. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) $ (5A) 0.00 (513) $ 0.00 A. Enter the interest on the tax due, Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"'N THE APPROPRIATE BLOCKS . Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; - - ~ - - - - ~ - - r - - - - - - - - - - - - - - - - - - B b. retain the right to designate who shall use the property transferred or its income; _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ c. retain a reversionary interest: or_ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - B d. receive the promise for life of either payments, benefits or care? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ _ _ ~ _ _ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ bJ 3. Did decedent own an "in trust for"cRayable upon death bank account or security al his or her death? _ U 4. Did decedent awn an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? _ . _ _ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 No 181 181 ~ 181 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEOULE G AND FILE IT AS PART OF THE RETURN. NATURE ~ Undtr penaltin of ptrjurv, I dtelar. that I hav'llamlntd thl, {~tv.fn, lnel'.ldin; actl)lTlpanving schedlllu and ,tatemtnts, and to th. btet of my knowltdll~ and bell", it i, trllt, oorrtet and compltte. Dtelaration 01 pr~par'r oth.r than th~ personal r'pftelntativl is based on all information of which preparlr has .ny knowltdll" DATE THAN REPRESENTATIVE 7 1(, , 'di " Shuff, Flower & Lindsa 17013 DATE :3 For dates of death on or after July 1, 1994 and Before January 1, 1995, the tax rate imposed on the nel value of transfers 10 or to the use of the surviving spouse is 3% [72 PS. 99116 (a) (II) (I)] For dates of death on or after January 1, 1995, the tanate imposed on the net value of transfers to or for the use of the surviving spouse is 0% 172 P .S. S91 16 (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 fHing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dales of death an or afler July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger al death to or far the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 RS. g9116(a)(1.2)J. 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 RS. S9116(1.2) [72 RS. g9116(a)(1)]. The tax rate imposed on the net Ilalue of transf~rs to or for the use of the decedent's s;bllngs is 12% [72 P.S, g9116(a){1.3)J. 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. '''''''''''''''"''. COMMONWEA.lTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Bretz, Norwood L. FilE NUMBER 21-02-0995 Include the proceeds of litigation and the date the proceeds were received by the estate. AU property jointly-owned with the right of sUlVivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Checking Account No. 1085700, M & T Ban1e See attached letter VALUE AT DATE OF DEATH $ 1,166.68 1,426.59 17,000.00 67.00 83.51 1,990.00 1,755.09 171.40 93.00 2. Savings Account No. 15004200021802, M & T Bank. See attached letter 3. Certificate of Deposit No. 31003908150384, M & T Bank Interest accrued to date of death. See attached letter 4. Checking Account No. 0017666872, Allfirst Bank 5. Personal Property sold at public sale. See attached statement from DeHart's Auction 6. Cash on hand 7. One West Penn, refund of security deposit 8. Coins: 64 Silver Dollars I Silver Certificate - $10.00 denomination 2 Silver Certificates - $5.00 denomination 9 Silver Certificates - $1.00 denomination $ 64.00 10.00 10.00 9.00 9. Pennsylvania Railroad Lantern 50.00 10. Eight Day Clock 50.00 II. Electric Antique Style Lamp 50.00 12. Music Box 50.00 TOTAL (Also enter on fine 5, Recapitulation) $ 23,953.27 (If more space IS needed, Insert additIonal sheets of the same size) """""""1'1"* COMMONWEALTH OF PENNSYlVfl,Nljl, INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Bretz, NOlwood L. FilE NUMBER 21-02-0995 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Hoffman-Roth Funeral Home, Inc., funeral ~ 5,761.50 Hoffman-Roth Funeral Home, Inc., 5 copies of death certificate 10.00 Carlisle Memorial Service. Grave Marker 210.00 Farmers Trust Company, now M & T Bank, Permanent endowment fund for four 800.00 cemetery lots at $200.00 for each lot B ADMINISTRATIVE COSTS: 1 Personal Representative 5 Commissions Name afPersonal Representative (5) Dorothy Kingsboro 1,200.00 Social Security Number(s) / EIN Number of Personal Represenlative{s} Sl I Add 7775 Wertzville Road ree ress Clly Carlisle State Pa Zip 17013 Year(s) Commission Paid: 2003 2. AlIorneyFees ISaidis, Shuff, Flower & Lindsay I 2,000.00 3. Family Exemplion: (if decedents address is not t~e same B'i> claimant $, aUach explanation) Claimant nla StreelAddress City Slale Zip Relationship of Claimant 10 Decedent 4. ProbaleFees 5. Accountant s Fees 6. Tax Retum Preparer:> Fee:> Register of Wills, Letters Testamentary $ 88.00 7. Sentinel, advertise Estate Notice 95.27 Cumberland Law Journal, advertise Estate Notice 75.00 DeHart's Auction, commission for sale of personal property 696.50 Dorothy Carbaugh, Clean out apartment of deceased 417.50 Register of Wills, fee to file Inheritance Tax Return 15.00 Allowance for closing costs 100.00 TOTAL (Also enter on line 9, Recapitulation) I 11,468.77 (If more space is needed, insert additional sheets 01 the same size) ''''''''';''0011''* COMMONWEALTH OF PENNSYLIJANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Bretz, Norwood L. FILE NUMBER 21-02-0995 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT $ 44.21 Sprint, Account 2. P. P. & L., Account 49.94 3. Forest Park Health Center, Account 25.42 TOTAL (Also enter on line 10, Recapitulation) :I; $ 119.57 (If more space IS needed, Insert additional sheets of the same size) ",."",,.,'''''''. COMMONWEAL TIi OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER RELATIONSHIP TO OECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Dorothy Carbaugh Friend $1,000.00; eight day 1895 Douglas Drive clock; electric antique Carlisle, PA 17013 style lamp Al Stutenroth Friend Red Pa. Railroad Lantern 551 Sununit Drive Carlisle, PA 17013 Sara Mae Bretz Sister Music Box and pictures 200 Boxwood Road Manchester, PA 17345 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE. ON REV 1500 COVER SHEET 11. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MAOE I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Gideons International 1/3 of residuary estate $ 3,721.64 P. O. Box 140800, Nashville, TN 37214-0800 World Literature Crusade 1/3 of residuary estate 3,721.64 P. O. Box 35930, Colorado Springs, Co. 80935-9945 W orId Vision 1/3 of residuary estate 3721.65 P. O. Box 9716, Federal Way, WA 98001 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 11,164.93 (if more space is needed, insert additional sheets of the same size} , wp51\wilts\b[eczt\O[.wil "' LAST WILL AND TESTAMENT OF NORWOOD L. BRETZ I, NORWOOD L. BRETZ, of One West Penn Street, Apartment 306, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I order and direct my Executor, hereinafter named, that my burial services shall be performed by the Hoffman-Roth Funeral Home, Inc., of Carlisle, Pe~nsy\vania, and my remains shall be interred in the P!8.inf~e!d Church of God Cefnetery. THIRD: I direct that the following cemetery lots shall be endowed in the full sum of Two Hundred ($200.00) Dollars each, which sum shall be paid to the Farmers Trust Company, Carlisle, Pennsylvania, for the permanent endowment fund of said cemeteries: A. Lot of N. L. Bretz, being Lot No. 19, Division A, Plainfield Cemetery; .\wp51 \wills\bretznor. wil B. Lot of Carrie and Oscar Turner, being Lot No. 11, Division A, Plainfield Cemetery; C. Lot of Jacob Bixler, being Lot No. 11, Division A, Plainfield Cemetery; and D. Lot of Charles and Ida Peters, Ashland Cemetery, Carlisle, Pennsylvania. FOURTH: I hereby give and bequeath the sum of One Thousand ($1,000.00) Dollars to my good friend, DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania. FIFTH: I leave my red Pennsylvania Railroad lantern to AL STUTENROTH, of 551 Summit Drive, Carlisle, Pennsylvania. SIXTH: I leave an eight day clock and electric antique style lamp that lights on the top and bottom, sitting on the stand by the window, to DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania. SEVENTH: I leave a small music box stored in the bottom of my wash stand and a picture of my mother and father and of my mother alone, both of which hang on the wall in my room, to my sister, SARA MAE BRETZ, 200 Boxwood Road, Manchester, Pennsylvania 17345. EIGHTH: All the rest, residue and remainder of my estate, be it real, personal or mixed, of whatsoever kind and wheresoever situate, I hereby order and direct my Executor to sell at public or private sale as it in its sole discretion shall deem to be in 2 c:lwp51\wills\brerznor. wil the best interests of my estate. The net proceeds of such sale or sales shall be added to and become a part of my residuary estate. NINTH: All the rest, residue and remainder of my Estate shall be divided as follows: A. One-third (1/3) thereof to THE GIDEONS INTERNATIONAL, Nashville, Tennessee. B. One-third (1/3) thereof to the WORLD LITERATURE CRUSADE, P. O. Box 35930, Colorado Springs, Colorado 80935-9945; and C. One-third (1/3) thereof to WORLD VISION, Box 0, Pasadena, California, 91109. LASTLY: I hereby nominate, constitute and appoint DOROTHY KINGSBORO, of 7775 Wertzville Road, Carlisle, Pennsylvania, as Executrix hereof, she to serve without Bond. In the event that the said DOROTHY KINBSBORO, shall be unable to serve as Executrix for any reason, I appoint, DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania, as Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;:)6 rJ{ day of September, 2001. Cf1n~~od~ SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 1 ~ c~\wp51\wills\bretznor. wit COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, NORWOOD L. BRETZ, Testator, 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; 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 NORWOOD L. BRETZ, the Testator, this ~ u; -cJ.- day of September, 2001. ~~ Norwood L. Bretz, Testator lncJv JO_KJ d~~M~/ I NotvubliC "'-- NOTAIlW.-' MEAtEHe J.--'NOTNlYl'\JBUC CADf 1st e. <:lAd L.JIIO COtJN'rr, PA "'~_JUNE8.llOCl2 4 -,:\wp51IwillslbrelZnOf,wi! COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, James D. Flower, Jr. and Sharon Sir,1pson , 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 Testator sign and execute the instrument as his Last Will; that NORWOOD L. BRETZ signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower, Jr. and Sharon Sir,lpson this cQ 10 -t...h day of September, 2001. ~ ~'~~ 0\ .' ~'i, ~ji '~\17 I Witness / ~~\~~ i/ Witness ~ HOTAIUL-. I8UHE J."'JI~NOrMYPl&IC CA- till, 0 - NlDCOUN1'Y. Nt. IIY--IIOI"__..... 5 ~ M&fBank Manufacturers and Traders Trust Company, 1100 Wehrle Drive, PO, Box 767, Buffalo. NY 14240-0767 January 6, 2003 RE: Estate Search The Estate of: Date of Death (D.O.D.) NORWOOD L BRETZ 10/1912002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title CHK SAY CD 1085700 15004200021802 31003908150384 NORWOOD L BRETZ NORWOOD L BRETZ NORWOOD L BRETZ Opening Branch D.O.D. Balances (IncJudes ACCL Int.) $1166.68 $1426.59 $17,067.00 4319 4319 4319 Account Number Amount Owed 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Description JAN 0 9 2003 Accrued Interest $.00 $.39 $67.00 A Safe Deposit Box titled in the Decedent's name existed at our HIGH STREET CARLISLE OFFICE. The Safe Deposit Box Number is 2168. If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: 0~~~ Authorized Signature . DATE: (-(,,/0'3 II allf1rst DEe 0 62002 AHfirst Financial Center N.A... P.O. Box 900 1\lillsboro, DE 19966 December 3, 2002 Law Offices Saidis, Shuff, Flower & Lindsay 26 West High Street Carlisle, PA 17013 RE: Estate of Norwood L. Bretz Date of Death: October 19, 2002 Social Security Number: 201-16-0282 Dear Mr. Bower: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Checking Account (Non Interest Bearing) Account Number....................... 0017666872 Ownership (Names of).............. Norwood L. Bretz Opening Date.......................... .01/28/75 Balance on Date ofDeath.........$83.51 Accrued Interest $ 0.00 Total....... .......... ... ........ .,. .... ....$83.51 This letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 2 West High Street Carlisle, PA 17013 Phone: (717) 240-6703 Sincerely, . {lzc; ;tJ.llV LJ(tl;k~J'! Charlene Warrington, Associate I (302) 934-2722 Date: 11-07-2002 Sett lement Seller-: 4168 Item DeHART'S AUCTION 1 :554 HOLLY f':' I KE CARLISL~, ~A 17013 717-2:58-:5858 717-2:58-5882 Norwood Bretz estate 777~ wertzville rd Carlisle PA 17013 Descr-iption 717-249-2198 ~'rice Page: Qty Total ------------------------------------------------------------------------------ BOX LUT CHOICe BOX LOT CHOICE BOX LOT CHOICe BOX LOT CHOICE BUX LOT CHOICe BOX LOT CHOICE BUX LOT CHOICE: BOX LOT CHOICE BOX LOT CHOICe BOX LOT CHOICE BUX LOT CHIJI CE- BOX LOT CHOICE BOX LUT PILe ROASTER 2 PANS GLASS PRN CHOICE PICTURe SLAW BOARD I-RUIT HOT PLATE ~'LANUl BUTTEH GLASSI'-S PEANUTBUTTER GLASS~S SCRNNI:oR ROASTER HULL WRRL SPOONS/ROLL PIN BUWL-ASIS FIRE KING BOWL BOWL. CRACKER TIN BUWL. CAbT BANf< ~'UI COm',ER/FRYER !:-rf:~N ~1EASURE CUP/f"AN DR I NI< ~1ASTEk RED HANDLE MIX~R ~1l XI::R TOMATO CUTTER/GRAT~R HL.UI~ ~'ICNIC GLASSI:oS CROCK PUT 1. 00 15.00 8.00 3.00 1 1.00 1 1.00 -:. 2.00 ~ 1 1.00 1 1.00 1 1.00 1 1. 00 1 0.5000 1 0.5000 1 0.5000 1 121.51210121 1 0.512100 1 121.5000 1 9.1210 1 1. 00 '~ 30.00 ~ 1 1. 00 1 4.0(01 1 4.00 1 1. 00 2 1&.00 1 5.00 1 3.00 1::: 6.00 1 0.5000 1 2. Q)tZl 1 0. :.;~100 1 5.00 1 0.5000 1 3.00 1 1. 00 1 12~i. 0('1 1 0.5000 1 4.00 1 4.00 1 1. 00 1 10.00 1 6.00 1 2,.00 1 0.5000 1 6.00 1 "l.00 Date: 11-07-2002 Settlement Seller: 416B It em DEHART'S AUC1ION 1554 HOLLY PIKE CARLISL~, PA 17013 717-258-~8~B 717-2~8-5882 Norwood Bretz estate 7j7~ wertzville rd Carlisle PA 17013 Dese,'iption 717-249-219B J:..'t"ice Page: ------------------------------------------------------------------------------- Qty Total CANIST~R S~T/BHD BOX RADIOS-2 F-RIDG~ DISHES COFFEE POT O;:C' em FEE >-'UTS ::; PYREX BOWLS 2 WUOD J~WL.LRY BOX~S KNI ~'ES/FORKS 2 BUWLS CRACKLE GLASS BOTTLE 2 CANDLE HULD~RS 2 PICTURES >-'ITeH~R ALARM CLOCl~ HORS~ .::. EGGS/DISH 2 Jl-W~LRY BOX~S 2 CANDLE HOLDeRS RAILRUAD CUP/SAUC~R DESK LAMf" 2 PRESID~NTS PLATES RECORDS STACK LANT~RN PLATE/ASHTRAYS ETe 2 CLOCKS BELL/DISH >-'ITCH~R DISH/DRINK SHAKER ~1I SC Ri::CORLiS 2 BOTTLES C::LASS EYEWASH RECURDS STACK 2 CUPS/TRAIN WHISTL~ PEPSI sap SHAKERS TRAIN WHISTLE/POSTCARDS E1C Ci=lBINET BU~JL RING/BOX GRN DISH GI_ASS ~JH I STLE/PAPi::RWEI GHT l:!OWI_ 1B.00 6.00 6.00 1 1~.00 1 6.00 1 1. 00 1 :5.00 1 1.00 1 1. 00 1 1. 00 1 3.0121 1 0.5000 .j 36.0121 ~ 1 7.00 1 0.:5000 1 6.00 1 B.00 1 22.0121 1 4.00 1 7.00 1 4.00 1 2.00 1 10.00 1 1. 00 6 36.00 1 3.00 1 3.00 1 3.00 1 ,,).::)000 1 4.00 1 5.121(1 1 1. 00 1 5.00 1 5.lZ11Z1 2 12. QtQl 1 1. 00 1 6.00 1 1. 00 1 ;'~0. 0121 1 9.1210 1 1. 00 1 8.0iLi 1 :5.1210 1 1. 00 1 110.00 Date: 11-07-2002 Settlement Seller: 4168 Item D~HART'S AUC1ION 15::04 HOLLY ~'IKE CARLISL~, ~A 17013 717-258-58::08 717-2::;8-5882 Norwood Bretz e5tate 7775 wertzville rd Carli5le PA 17013 De5e,'iption 717-249-2198 P,-iee Qty Page: ------------------------------------------------------------------------------ Total SE:.WING KIT CANDLE HOLDERS FLASHLIGHT CHOIC~ FLASHLIGHTS BLUE. CUP FLASHLIGHT CHOICE '" LASHL I GHT 2 JAR'S ~IN CUSHION SHO~ LETTER UPENER ETC .:; TRAINS BELLS 3 PLATES 3 INSULATERS GLASS DISH BAGPIPES VASI:. LIGHT ~lUS I CAL BANK VASES ~'INS/RAILROAD ITEMS LAMP MLABURE CUP/BOWL-ASIS HAl'lMI:':RS/HATCHET BmJLS POCKJ:::T WI"lTCH CHOICE ~'OCKET ~JATLH CHO I CI:- POCfI.ET WATCH BOOT ~IN CUSHION KNIVES CHO~r-'ER 1'1 I XER-HAND LIGHTS SERVICE FOR 4 ~JAGr~I:.R f- R,( PAN DISH-LEAF SlAINLESS SlE~L f-L;ATWARI:. STRAINERS c j:..'~NS CANDLE HOLDJ:::R/SLICER/GRATER j'r1ASS;AGE:.R 1'1 I BC TOOLS 2.1210 1 1 1 1 1 "~ ~ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1. 00 0.5000 13.00 1. 00 1. 00 4.00 0.5000 1. 00 :;.00 1. 00 1. 00 1. 00 5.00 0.5000 1. 00 1. 0121 1. 00 9.0121 14.0121 5.0121 0.7::'00 10.00 6.00 6.00 3.0121 ::0121.1210 ::;0.0121 4.00 0.5000 0.7500 3.121121 1. 00 9.00 kl. 750~~1 Lf.00 !'c>. :',0\~0 7.00 2.0lZl 6.00 ItJ.7500 ~'. 5~100 ~~" 7500 Oat e: 11-07-2002 Settlement Sellen 41&8 Item D~HART'S AUC1IUN 10::;4 HOLLY PIKE CARLISLf-, PA 17013 717-25a-~8~8 717-2~8-5882 Norwood Bretz estate 777~ wertzville rd Carlisle PR 17013 De seT'i pt ion 717-249-2198 J-'rice Page: --~------------------~------------------------------------------------------- Qty Total TUOL BOX VASE/DISH-ASIS BUWLS/PANS 2 PANS WATCH WOOD BOX CHLJICE ~'ICTURE PELIGILJUS TAPES SAD I RON/CUr..' CHECKE RS/ DO~lI NOS SOCKE:cT SE-T BLENDER WUOD BOX CHOICE- WOOD BOX CHllICE -1 RAY LOT HANKIES ETC RE:cLIGIOUS TAr..'l-S 3 GLASS ITEMS 2 TiNS WOOD TRAY IolOOD BOX CHOICE- ORGANIZER TAr..'E.3 TOOL BOX ~1 I SL ',OOLS BOOhS WOOD BOX CHOICE:c PECORD PLAYER LI::.\II::.L TRAVEL SET MISC lAPES BOX LOT BLANKET WUOD BOX-ASIS \.1000 BOX Al- G~lAN r'1ETAL BOX ITAPJ:::S ~1 I SC TAr..'E:cS DUILT CHOICE I'-Ar,j TI:7.jPES LAI'lr..' CHO I CJ::: T\-=iP~S 2.00 1.00 4.00 3.00 11.00 3.00 1 1.00 1 1.00 1 7.00 1 4.00 1 &.00 2 4.00 1 0.5000 1 1.00 1 0.7~00 1 3. 0~1 1 1. 00 1 1. 00 1 3.00 1 3.00 1 0.5000 1 1. 00 2 2.00 1 0.7500 1 0. 7:.0~' 1 0.0000 2 8.00 1 2.00 1 0.7~00 1 i().7500 1 0.7:'00 1 0.7500 2 &.00 1 0.7500 1 0.7=,00 1 0.:5000 1 1. 00 1 5. iZIQ) 1 I.Zl.5000 1 2.00 1 0.7:'00 1 0.5000 1 1.. 5121 ,-, 22.00 '" 1 2.00 1 1. 00 2 6.00 1 1. \:10 Date: 11-07-2002 Settlement Seller: 4168 Item D~HART'S AUCTION 15::54 HOLLY PIKE CARLISLk, ~A 17013 717-258-~858 717-258-5882 Norwood Bretz estate 717-249-2198 777~ wertzville rd Carlisle PA 17013 De set'i pt i on Qty ~'rice SCRI::.WDRIVI::.R TRAVEL SET-ASIS THo HOLDI::.RITRAIN TAPES RRDIO RAZORS TAI'-'I::. MISC JEWELRY TWIN BI::.D 'JESf', CHA I R BRG WAGON CEDAR CHEST SWI:-I::.PER MICROWAVE TABLE-2 CHAIRS DRYER RO[:;f',ER CHOICI::. CHAIR DLSK FREEZER CHINA CLOSI::.T TABLE COAT TRI::.I::. STC:P STOOL r'IETAL CABIN!:. T SWEC:Pt::R WALKI::.R 3 DRAWER END STAND I'-'INI::. CABINI:-.T DRESSER W/MIRROR WRSH STAND OAk TABLE TABLE TABLE DRESSI::.R 2~.00 It ems: 203 Amo'.mt: Commission at 35.000~ 696.50 Less adjustments: Net due to seller: Page: Total 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1.50 1.00 0.5000 0.7500 4.00 2.00 0.5000 10.00 35.00 6.00 5.00 4::5.00 1. 50 ::5.00 65.00 3.00 ~0.01i:1 :0.0") 15.00 110.00 75.00 '1.00 12.50 2.00 11.00 1. 00 10.00 26.00 20.00 175.00 130.00 ;;:~.00 1.00 '~0. 00 50.00 ." ~ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1, '3'30. 00 -6')6.5lL! 1,2'-)3.51;..'1 ~ ~ ~~" `-~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION WEPT. 2so6o1 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 pppRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX 4FV I01-03) DATE 09-01-2003 ESTATE OF BRETZ NORWOOD L DATE OF DEATH 10-19-2002 FILE NUMBER 21 02-0995 --- COUNTY CUMBERLAND JAMES D FLOWER JR ESQ ACN 101 SAIDIS ETAL Amount Remitted 26 W HIGH ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------------------------------- -------------------------- ----------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRETZ NORWOOD L FILE N0. 21 02-0995 ACN 101 DATE 09-01-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN , 00 NOTE: To insure proper 1. Real Estate (Schedule A) (11 (2) ,00 credit to your account, 2. Stocks and Bonds (Schedule B) ,00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this fora with your 4. Mortgages/Notes Receivable (Schedule D) (4) 23.953.27 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 b. Jointly Owned Property (Schedule F) (b) 7. Transfers (Schedule G) (7) .00 ($) 23,953.27 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 11,468.77 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 119.57 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) (li) 11.588.34 11. Total Deductions (12) 12,364.93 12. Net Value of Tax Return 11 ,164.93 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (14) 1,200.00 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL 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 19. Principal Tax Due DATE ~ NUMBER -16-2003 CD00281 /PEN PAID (-) .00 .00 X 045. .00 (16) 50.00 X 12 6.00 (ln 1,150.00 X 15 172.50 (18) 178.50 (19)= AMOUNT PAID 178.50 TOTAL TAX CREDIT 178.50 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-02-0995 PROPOSED SCHEDULE OF DISTRIBUTION OF DOROTHY KINGSBOROUGH, EXECUTRIX OF THE ESTATE OF NORWOOD L. BRETZ, DECEASED LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA The Accountant proposes to make distribution in the amounts stated to the following beneficiaries in accordance with the Last Will and Testament of the decedent: The Gideons International, Nashville, Tennessee, One-third (1/3) of residuary estate $ 6,767.50 World Literature Crusade, Colorado Springs, Colorado One-third (1/3) of residuary estate 6,767.50 World Vision, Pasedena, California One-third (1/3) of residuary estate 6 767.50 TOTAL PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES 65:rd 9g~!~/N ~. ESTATE OF NORWOOD L. BRETZ Dor~hy Kingsb'orough, Execu'{rix IN T~ COURT OF CU~BERLAND COUNTY~ PENNSYLVANIA ORPHANS' COURT DiViSiON I!~ RE: ESTA?E OF ~OR~OOD L. BXETZ PROPOSED SCHEDULE OF DISTRIBUTION LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY 26 WEST HIGH STREET 2109 MARKET STREET CARLISLE, PA 17013 CAMP HILL, PA 17011 TEL: (717) 243-6222 TEL: (717) 737-3405 FAX: (717) 243-6486 FAX: (717) 737-3407 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-02-0995 FIRST AND FINAL ACCOUNT OF DOROTHY KINGSBOROUGH, EXECUTRIX OF THE ESTATE OF NORWOOD L. BRETZ, DECEASED LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: ACCOUNT STATED TO: 10-19-2002 11-06-2002 11-29-2002 03-15-2004 Purpose of Account: Dorothy Kingsborough, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Flower, Jr., Esquire Saidis, Shuff, Flower & Lindsay 11 East High Street Carlisle, PA 17013 (717) 243-6222 SUMMARY Page Principal Receipts Less Principal Disbursements Less Principal Distributions to Beneficiaries Principal Balance Remaining 3 $ 28,666.34 4 6,363.84 5 - 2,000.00 2 ~ COMPOSITION OF NET BALANCE~ Cash Coins Balance for Distribution $ 20,209.50 93.00 PRINCIPAL RECEIPTS Checking Account No. 1085700, M & T Bank Savings Account No. 15004200021802, M & T Bank Certificate of Deposit No. 31003908150384, M & T Bank Checking Account No. 0017666872, AIIfirst Bank Personal Property sold at public sale from DeHart's Auction Cash on hand One West Penn, refund of security deposit Prudential Financial, Life Insurance Proceeds Cash Pennsylvania Railroad Lantern Eight Day Clock Electric Antique Style Lamp Music Box 1,166.68 1,429.87 17,232.82 83.51 1,990.00 1,755.09 171.40 4,543.97 93.00 50.00 50.00 50.00 50.00 TOTAL PRINCIPAL RECEIPTS PRINCIPAL DISBURSEMENTR Carlisle Memorial Service, Grave Marker Dorothy Kingsborough, Executrix commission Saidis, Shuff, Flower & Lindsay Register of Wills, Probate Fee Sentinel, Advertise Estate Notice Cumberland Law Journal, Advertise Estate Notice DeHart's Auction, commission for public sale of personal property Dorothy Carbaugh, clean out apartment of deceased Register of Wills, fee to file Inheritance Tax Return Register of Wills, Inheritance Tax Sprint, Account P. P. & L. Co., Account Forest Park Health Center, Account ALLOWANCES: Register of Wills, Filing First and Final Account Saidis, Shuff, Flower & Lindsay, attorney fee allowance TOTAL PRINCIPAL DISBURSEMENTS $ 210.00 1,200.00 2,652.50 88.00 95.27 75.00 696.50 417.50 15.00 178.50 44.21 49.94 25.42 116.00 $ 500.00 $ 6 363.84 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIE~ Dorothy Carbaugh: Cash Bequest Eight Day Clock Electric Antique Style Lamp $ 1,000.00 50.00 50.00 Sara Mae Bretz, Music Box and pictures 50.00 Al Stutenroth, Red Pa. Railroad Lantern 50.00 M & T Bank (Formerly Farmers Trust Company), Endowment for four cemetery lots in the amount of $200.00 each 800.00 TOTAL PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES .$ 2,000.00 PROPOSED SCHEDULE OF PRINCIPAL DISTRIBUTIONS TO BENEFICIARIER The following items are to be distributed to the following beneficiaries · The Gideons International, Nashville, Tennessee, One-third (1/3) of residuary estate $ 6,767.50 World Literature Crusade, Colorado Springs, Colorado One-third (1/3) of residuary estate 6,767.50 World Vision, Pasedena, California One-third (1/3) of residuary estate 6,767.50 TOTAL PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES ESTATE OF NORWOOD L. BRETZ -Doroth~ I~ngsb~ougi~-, E[xecutrix COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. DOROTHY KINGSBOROUGH, Executrix of the Estate of Norwood L. Bretz, Deceased, being duly sworn according to law, deposes and says that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more then four (4) months prior to the filing of the Account. Dorg.~hy King~b(~ro'ugh,- Executrix Sworn and subscribed to before me this _c-,~_"~') ~ L'~ day of March, 2004. MERLENE J. MARHE'VKA, NOTARY PUBUC CARLISLE, CUMBERLAND COUNTY, PA MY COMMISSION EXPIRES JUNE 8, 2006 7 · c:??~51 \wiilsxbretznor. wil 21-02-995 .% LAST WILL AND TESTAMENT OF NORWOOD L. BRE I, NORWOOD L. BRETZ, of One West Penn Street, Apartment 306, ~" ,-~ I; . ..-~r,,sle, Cumberland Ct,, ,~,,.., ..... ¢, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I order and direct my Executor, hereinafter named, that my burial services shall be performed by the Hoffman~Roth Funeral Home, Inc., of Carlisle, ..... ~ ...... and my remains sba I b'-' ;nf~rr,~H in fha Dlain,¢..,,--, H Ph, ,rr',h nf f'~,mr,I ~.~r,'~,.-,f¢~/ THIRD: I direct that the following cemetery lots shall be endowed in the full sum of Two Hundred ($200.00) Dollars each, which sum shall be paid to the Farmers Trust Company, Carlisle, Pennsylvania, for the permanent endowment fund of said cemeteries: Cemetery; A. Lot of N. L. Bretz, being Lot No. 19, Division A, Plainfield c :~wp$1\ wi:ls\bretznor, wil Plainfield Cemetery; Cemetery; and Co Lot of Carrie and Oscar Turner, being Lot No. 11, Division A, Lot of Jacob Bixler, being Lot No. 11, Division A, Plainfield Pennsylvania. Lot of Charles and Ida Peters, Ashland Cemetery, Carlisle, FOURTH: I hereby give and bequeath the sum of One Thousand ($1,000.00) Dollars to my good friend, DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania. FIFTH: I leave my red Pennsylvania Railroad lantern to AL STUTENROTH, of 551 Summit Drive, Carlisle, Pennsylvania. SIXTH: I leave an eight day clock and electric antique style lamp that lights on the top and bottom, sitting on the stand by the window, to DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania. SEVENTH: I leave a small music box stored in the bottom of my wash stand and a picture of my mother and father and of my mother alone, both of which hang on the wall in my room, to my sister, SARA MAE BRETZ, 200 Boxwood Road, Manchester, Pennsylvania 17345. EIGHTH: All the rest, residue and remainder of my estate, be it real, personal or mixed, of whatsoever kind and wheresoever situate, I hereby order and direct my Executor to sell at public or private sale as it in its sole discretion shall deem to be in c:?p$1 \wills\bretznor. wil the best interests of my estate. The net proceeds of such sale or sales shall be added to and become a part of my residuary estate. NINTH: divided as follows: All the rest, residue and remainder of my Estate shall be A. One-third (1/3) thereof to THE GIDEONS INTERNATIONAL, Nashville, Tennessee. B. One-third (1/3) thereof to the WORLD LITERATURE CRUSADE, P. O. Box 35930, Colorado Springs, Colorado 80935-9945; and California, 91109. C. One-third (1/3) thereof to WORLD VISION, Box 0, Pasadena, LASTLY: I hereby nominate, constitute and appoint DOROTHY KINGSBORO, of 7775 Wertzville Road, Carlisle, Pennsylvania, as Executrix hereof, she to serve without Bond. In the event that the said DOROTHY KINBSBORO, shall be unable to serve as Executrix for any reason, I appoint, DOROTHY CARBAUGH, of 1895 Douglas Drive, Carlisle, Pennsylvania, as Executrix. IN WITNESS WHEREOF, ~ have hereunto set my hand and seal this ,,~' ~ day of September, 2001. - SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~ c:!wp5 l',wills\bretznor. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, NORWOOD L. BRETZ, Testator, 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; 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 NORWOOD L. BRETZ, the Testator, this _ r~:~ ~ day of September, 2001. .ez\wl~51 ~wills~,bre~,nor. wil COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS the witnesses whose ~.. nd _Sharon SimPson du~y qualified accordingm~'" .,.= ~,y~ea to me attached or~regoing instrument, bein~ to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that NORWOOD L. BRETZ signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of SOund mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by_jan~es D, Flower, and Sharon Sir,~,~son this qs~'~:)'fLJ'% day of September, 2001. / // ~// Witness - "' ' ¢ ' STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~nrwnnS L. Bratz Date of Death:october 19, 2002 Will No. Admin. No. 21-02-0995 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: State whether administration of the estate is complete: Yes XX No 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 XX 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: M~ /~, 2004 ames D. Flower, Jr., Esauire Name (Please type or print) 26 West High Street Carlisle~ PA 17013 Address (717) 243-6222 Tel. No. Capacity: Personal Representative XX __Counsel for personal representative (MAH:rmf/AM3)