HomeMy WebLinkAbout02-0362MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of ELEANOR D. BRININGER
also known as
No. 21 02
, Deceased
Social Security No. 172-01-0605
JEAN B. LAYNE
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
(COMPLETE "A" OR "B" BELOW:)
~-~ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut RIX
Decedent, dated 2/6/84 and codicil(s) dated N/A
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal
residence at 498 WOODCREST DRIVE, HAMPDEN TWP., MECHANICSBURG~ PA
(list street, number and municipality)
Decedent, then 93 years of age, died APRIL 2 ,2002 , at FOREST PARK NURSING HOME
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $ lO-., O ~
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $ /~>~ ~) o o
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters ~n
the appropriate form to the undersigned:
Signature Typed or printed name and residence I
I
lEAN B. LAYNE
498 VVOODCREST DRIVE, MECHANICSBURG, PA 17055
RW-t 1'7- 55 - J
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed JEAN"B. LAYNE
before me this 9TH day of
-'r MARN C L~IS '
DECREE OF REGISTER
Estate of ELEANOR D. BRININGER
also known as
Deceased No. 21 02
Social Security No: 17~-Q1-0605 Date of Death:
AND NOW, APRTT, 9:2(~0:2 , , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary I~l of Administration
((c.ta., d.b.n.c.t; pendente lite; durante absentia; durante minodate)
are hereby granted to J~_jS, N B ~YL',,TE
in the above estate and that the instrument(s), if any, dated 02-06-19R4
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters .................................... $
Short Certificates(s) ............... $
Renunciation .......................... $
Extra Pages ( ) ............... $
I.T.R ....................................... $
JCP Fee ................................. $
Inventory ................................ $
Other ...................................... $
50,00
1?_ilo
6.00
5.00
TOTAL ............................. $ 73.00
mailed to attorney on 4-10-02
Signature
Attorney: GERALD J. BRINSER
I.D. No: 09655
Address: 6 E. MAIN STREET, P.O. BOX 323
PALMYRA PA 17078
Telephone: (717)838-6348
DATE FILED: 4-09-2002
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 8204920
No.
Local Registrar
APR 0 $ 2002
Date
05,143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
AGE (~; Bi~y)I UN~R 1 ~ UN~R 1 D~ D~E OF ~RTH B RTHP~CE C~ a~ I P~E ~ D~H (C~ ~y ~ -- ~ ink.ms on m~ ~ ' }
J ~,h. ~ D.. ~m ; Mtnu,. (M~.~y.~r) I S~F~nC~.ry) I~IT~. ]OTHER
'- ~-' I~. I~.
MARITAL S17~rus - Married
Never Mimed, Widov~d.
Oivo~ce~ (Specify)
,4. Widowed
,7c.5k~.~ ~i, Hnnr?~n
DECEDENT'S USUAL OCCUPATION J KIND OF BUSINESS/INDUSTRY WAS D~Ct:~I=~iT EVER INDECEDENT'S EDUCATION
I
,.. Clerk Typist ,b. Governor's Office ,,
DECEDENT'S MAlUNG ADDRESS {Street, CiiyF~wn, S~ate, Z~ Code) ' I -
498 Woodcrest Drive Rtm~,~ ---
,3. Mechanicsburg,Pa 17050 I~m'~) ,~.e~ Cumberland ,ovo~,ip?
,8. Izvin H. Dunklegerger
a~. J~n Bo Lcmjne
~ ~ c~.o. [] R.~,~S,~.~
(F~sl, Middle, Maide~ Surname)
Anna J. Groninc~r
3 ADDRESS (Streel. CiyTown. State, Zip Code)
g313,b.' Aoril S. 200:2
?~ 2~ ~,~[~ by ~TIME OF ~H. -- - I D<E PR~UNCED DEAD (M~th Day Y~r)
PLACE OF DISPOSITION - Name of Cerneter/. Crematory 3 Code
or Othe~ Place
SURVIVING SPOUSE
(If wife. give maiden name)
Hill, Pa 17011
DATE SIGNED
WA~ AN AUTOPSY MANNER OF I
PERFORMED? DEATH ~A~o~ OF INJURY TtME OF INJURY DESCRIBE HOW INJURY OCCURRED
°~°"~"? I~'' ~ No~' []1 I I
' I*~c~ [] "'"""~' .... '""" ~1... I Y" [] .o[],
,.. [] No~"' [] ~ ~ Is"''*~ ~'" ...... '""~ ~~..~,~ ~ ~~~'
2~. ~ I~. I~lng. ac. ~,fy) / ' '
~ ~. 1/ ..... ,~ I~'~"~, /'~.~'
CENSE NU - D~E S GNED M
~U~I~ ~D C~TI~ PNYSI~ (Ph~n ~th ~o~i~ d~th a~ c~tJfvi~ to ~u~ ~ O~l ~ · ~/ ~ ~ - ~ I J ~ I ~ ( ~ffi. Day. %~)
.... -~ ' . ...................... ~ ,,..Iqv [R~) ~" I,,,[~r~[ ~
AME ANDAD~E~ ~N ~O~PL ~H ~
,-5f / J
OF
ELEANOR D. BRININGER
BE IT REMEMBERED, that I, ELEANOR D. BRININGER, of 1S0 St. John's Drive, Camp
Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding,
do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making null and void any and all Wills and Testaments and writings in the
nature thereof by n~ at any time heretofore made.
ITEM 1: I direct that all my just debts and funeral expenses be paid as soon
after my demise as may be convenient.
ITEM 2: Ail the rest, residue and remainder of my estate, of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property
over which I have a power of appointment, I give, devise and bequeath as follows:
A. I give, devise and bequeath ten (10%) percent of my residuary estate
unto my grandson, Craig A. Layne.
B. Ail the rest, residue and remainder of my estate, I give, devise
and bequeath unto my daughter, Jean B. Layne, provided she survives me for a period
of thirty (50) days.
ITEM 3: Should my daughter, Jean B. Layne, predecease me, fail to survive me for
a period of thirty (30) days, or should we die simultaneously, I then give, devise and
bequeath my entire residuary estate unto Jean B. Layne's issue, in equal shares per
stirpes.
.I.TEM 4: I direct that my hereinafter named Executrix pay all inheritance,
estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate
or the transfer of any property passing hereunder or otherwise passing by reason of my
demise, and may be subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid taxes, either federal or state, or any
property required to be included in my gross estate, under the provisions of any state
ELEANOR D. BRININGER ~
or federal lawn ow in force or hereafter enacted, shall be prorated among the persons
interested in my Estate to whom such property is or may be transferred or to whom any
benefit accrues.
ITEM 5: I appoint my daughter, Jean B. Layne, as Executrix of this my Last Will
and Testament. Should mydaughter, Jean B. Layne, predecease me, fail to qualify,
cease to act or renounce probate, I then appoint my sister, Dorothy D. Devenney, as
altemate Executrix of this my Last Will and Testament.
ITEM 6: I direct that my Executrix, guardian or their successors shall not be
required to give bond for the faithful performance of their duties in any ]
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~day of
~,~.. 1984.
-2-
MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent: ELEANOR D. BRININGER
Date of Death: 4~2~02 Estate No. 2002-00362
SSN: 172-01-0605 File No. 21-02-0362
Date Letters Granted: 4/9/02 Will or Administration No.
To the Register:
I certify that Notice of 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 4/16/02
Name
CRAIG LAYNE
Address
498 WOODCREST DRIVE
MECHANICSBURG
PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
JEAN B. LAYNE, EXECUTRIX
Date: 4/16/02
Signature
Capacity:
t GERALD J. BRINSER
Personal RepreS~tative Name (Please type or print)
6 E. MAIN STREET
X Counsel for Pers.ca3al , ' Address
Representative ~ _..
-, P.O. BOX 323
PALMYRA Pa 17078
Telephone No. (717)838-6348
' REV-1500 EX + (~-(X))
I--
Z
LU
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U.I
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0
n
0
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0
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)
BRININGER, ELEANOR D.
DATE OF DEATH (MM-DD-Year)
04/02/2002
DATE OF BIRTH (MM-DD-Year)
07/15/1908
OFFICIAL USE ONLY
ID 55 _ J.5 ..........
FILE NUMBER
2 1 -0 2 0 3 6 2
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
1 7 2-0 1-0 6 0 5
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N/A _ _
[~-]1. Odginal Retum
O4. Limited Estate
[~]6. Decedent Died Testate (~ach copy ofw~)
O9. Litigation Proceeds Received
r-~2. Supplemental Retum
O 4a. Futura Interest Compromise (da~ ofdeah a'~ 12-12.82)
r'-~ 7. Decedent Maintained a Living Trust (A~tach copy of Trust)
[-"] 10. Spousal Poverty Credit (da~ o~ dea~ ~etwe~ 12-31-91 and 1-1-95)
--]3. Remainder Retum (date o~ pria-to 12-13-82)
[~5. Federal Estate Tax Retum Required
0_.. 8. Total Number of Safe Deposit Boxes
['--~ 11. Election totax under Sec. 9113(A) (Atach Sch O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
GERALD J. BRINSER~ ESQUIRE
FIRM NAME (If Applicable)
BRINSER~ WAGNER & ZIMMERMAN
TELEPHONE NUMBER
(717)838-6348
COMPLETE MAILING ADDRESS
6 E. MAIN STREET
P.O. BOX 323
PALMYRA PA 17078
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnemhip or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly 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 H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Beductions (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 (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
28,3~7.54
(8)
(11)
(12)
(13)
(14)
1,301.65
1,059.24
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
43,165.70
2,360.89
40,804.81
40,804.81
15. Amount of Line 14 taxable at Ihe 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
20.
0.00 X .00 (15)
40,804.81 X .04.5 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
1,836.22
1,836.22
> > BE SURE TO ANSWER ALL QUESTIONS ON R~ERSE$iDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
FOREST PARK NURSING HOME
700 WALNUT BOTTOM ROAD
CITY
CARLISLE
ISTATE PA
ziP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B, Prior Payments
C. Discount
91.~1
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
(3)
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)
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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payab/e to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a, retain the use or income of the property transferred; ........................................................................... [] []
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 consideration?. .............................................................................................. [] []
3. Did decedent own an 'in trust for' or payable upon death bank account or secudty at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which
contains a beneficiary designation? ....................................................................................................... [] ' []
1,836.22
91.81
1,744.41
1,744.41
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 re~m, includi~ accom, ipanyi.ng..sc.bedules a~, slat~, ls,~ to the best of my knowledge and belief, it is flue, con'ect and complete.
Declaration of preparer other than the personal representative is Dasea on all mform~on o! wmcn preparer nas any Know~eage.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRF_~S 498 WOODCREST'DRIVE
MECHANICSBURG
DATE
PA 17055
SIGNATURE OF PRE~,~~REPR~
ADDRESS O ~. MAIN STREET~P~. BOX 323
PALMYRA
DATE
PA 17078
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 benefidary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deoeased 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 benefidaries 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.
R~V-1508 EX + {1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
BRININGER. ELEANOR D. 21 02 Q:~62
Include the proceeds of litigation and the date the proceeds were received by the estate. All prope~j jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 15,782.10
ALLFIRST BANK - CHECKING ACCOUNT #0017803993
(INCLUDES ACCRUED INTEREST OF $.62)
SOCIAL SECURITY CHECK
MYERS-HARNER FUNERAL HOME - REFUND
890.00
96.06
TOTAL (Also enter on line 5, Recapitulation) $ 16,768.16
(if more space is needed, inser[ additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
BRININGER. ELEANOR D, 21 02
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
0362
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP 1'0 DECEDENT
A. JEAN B. LAYNE 498 WOODCREST DRIVE DAUGHTER
MECHANICSBURG, PA 17055
JOINTLY-OWNED PROPERTY:
L~- I ~I:R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial insfitulion and bank account'number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 1993 PRUDENTIAL FINANCIAL - EATON VANCE HIGH 25,749.13 50. 12,874.57
YIELD INCOME FUND
2. A. 1993 PRUDENTIAL FINANCIAL - PUTNAM HIGH YIELD 27,045.93 50. 13,522.97
CLASS A
TOTAL (Also enter on line 6, Recapitulation) $
26,397.54
(If more space is needed, insert additional sheets of the same size)
Securities Account This Period Account History
Al~r !. &m ~e, 2002
TOTAL ACCOUNT NET WORTH OPENING
~ Securitle~ Velue ~2,82~ .ge
Oemh Bmle~ee 14~g.i4
?~ml Net ~h l~3,))l.l e
m~o~ & DI~T~U~S ~1~ ~E~D
PORTFOLIO DETAIL
EATON VANCE HIGH INCOME FUND
PUTNAM HiGH YIELD TRUST CLASS A
PI;UCED BECURIIIE$ VALUE
Prudential' Financial
ACCOUNT NUMBER:
CLo~II~G~ Your Financial
~2.B21.98 ·
ll3~M.I~ Te;ep~ne ~um~r:
yEAR,i,~ D~TE E-Mail Ad<lmm:
Your 8mnm Marmger:
~,189.el
PAGE t of 2
JACK SPAHR
VICE PRE$1OENT INVESTMENTS
3 LEMOYNE DRM~
LEMOYNE PA 17043
717-761-7344
Jack._sl)e hr~pru~ec.com
CHRISTOPHER $, MAILLIE
ELEANOR O m~JNINOER DECD &
JEAN m, LAYNE JTTEN _
4a~ WOODCRL~$T ORIVE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BRININGER. ELEANOR D.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 02 036g
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FUNERAL LUNCHEON
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
AttomeyFees BRINSER, WAGNER & ZIMMERMAN
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
city State Zip
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
Accountant's Fees
Tax Return Preparer's Fees R. WILLIAM WIRE ASSOC. P.C.
REGISTER OF WILLS - INHERITANCE TAX RETURN FILING FEE
REGISTER OF WILLS - INVENTORY FILING FEE
68.65
800.00
73.00
335.00
15.00
10.00
TOTAL (Also enter on line 9, Recapitulation) $ 1 ~301.65
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (I-97~ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~ & LIENS
ESTATE OF FILE NUMBER
BRININGER. ELEANOR D. 21 02
O362
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. 162.00
OUTSTANDING CHECKS AT TIME OF DEATH - MARY SHUMAKER - CARE GIVER
(3) CHECKS @ $54.00 EACH
MARY SHUMAKER - CARE GIVER
FRANCES PORTER - CARE GIVER
CONTINUING CARE RX
PRESBYTERIAN HOMES
YELLOW BREECHES FAMILY PRACTICE
54.00
378.OO
11.92
424.22
29.10
TOTAL (Also enter on line 10, Recapitulation) $ 1,059.24
(If more space is needed, insert additional sheets of the same size)
' REV-1513EX*(I-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
BRINING ER. ELEANQP~ O,
NUMBER
I.
1,
3.
II,
1.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
JEAN B. LAYNE
498 WOODCREST DRIVE, MECHANICSBURG, PA 17055
CRAIG LAYNE
498 WOODCREST DRIVE, MECHANICSBURG, PA 17055
FILE NUMBER
21 02
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
DAUGHTER
GRANDSON
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE
0362
AMOUNT ORSHARE
OF ESTATE
JOINTLY-HELD AND
90%RESIDUE
10% RESIDUE
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 $
(ff mom space is needed, insert additional sheets of the same size)
OF
ELEANOR D. BRININGER
BE IT ~RED, that I, ELEANOR D. BRININGER, of 130 St. John's Drive, Camp
Hill,' Cumberland Co~ty, Pe~sylvania, being of sound mind, me~nory and understanding,
do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making null and void any and all Wills and Testaments and writinus in the
nature thereof by me at any time heretofore made.
ITS~ 1: I direct that all my just debts and funeral expenses be paid as soon
after my demise as Pay be convenient.
.I.T~4 2: Ail the rest, residue and remainder of my estate, of whatsoever nature
and ~heresoever situate, whether it be real, personal or mixed, including property
over which I have a power of appointment, I give, devise and bequeath as follows:
A. I give, devise and bequeath ten (10~/~) percent of my residuary estate
unto my grandson, Craig A. Layne.
B. Ail the rest, residue and remainder of my estate, I give, devise
and bequeath unto my daughter, Jean B. Layne, provided she survives me for a period
of thirty (30) days.
ITEM 3: Should my daughter, Jean B. Layne, predecease me, fail to survive me for
a period of thirty (30) days, or should we die sinultaneously, I then give, devise and
bequeath my entire residuary estate unto Jean B. Layne's issue, in equal shares per
stirpes.
.~.TEM 4: I direct that my hereinafter named Executrix pay all inheritance,
estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate
or the transfer of any property passing hereunder or otherwise passing by reason of my
denise, and may be subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid taxes, either federal or state, or any
property required to be included in'my gross estate, under the provisions of any state
ELEANOR D. BRININGER ~
or federal law now in force or hereafter enacted, shall be prorated amon~ the persons
interested in my Estate to ~hom such property is or may be transferred or to whc~ any
benefit accrues.
ITEM 5: I appoint my daughter, Jean B. Layne, as Executrix of this my Last Will
and Testament. Should my daughter, Jean B. Layne, predecease me, fail to qualify,
cease to act or reno~ce probate, I then appoint my sister, Dorothy D. Devenney, as
alternate Executrix of this my Last Will and Testament.
IT~4 6: I direct that my Executrix, uuardian or their successors shall not be
required to give bond for the faithful performance of their duties in any jurisdiction
IN WITNESS WHEREOF, I have here~to set my hand and seal this ~ ~ day of
-2-
CO~VDNWEALTH OF PENNSYLVANIA :
: SS
the Tes~trix and the witnesses
respectively, whose nsa~ are signed to the attached or foregoing instrument,
being first duly s~orn, do hereby declare to the ur~ersigned authority
that the Testatrix signed and executed the inst_rl~ent as her Last Will
and Testament and that she b~d signed willingly (or willingly directed
another to sign for her), and that she executed it, as her free and
voluntary act for the purposes therein expressed, ar~ that each of the
witnesses, in the presence ar~ hearing Of the Testatrix signed this Last
Will and Testament as witness and that to the best of their knowledge,
the Testatrix was at the time, eighteen (18) years of age or older, of
sour~ mind and urger no constraint or undue influence.
Sworn to and subscribed to before me
this ~ ~ day of ~. ,
1984.
My Cc~mission Expires:
MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of ELEANOR D. BRININGER
also known as
, Deceased
No. 21 02 0362
Date of Death 04/02/2002
Social Security No. 172-01-0605
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/VVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: GERALD J. BRINSER, ESQUIRE JEAN B. LAYNE
09655
I.D. No.:
Address: 6 E. MAIN STREET
PALMYRA PA 17078
Dated JUNE 19, 2002
Telephone: (717)838-6348
Description
Cash, Bank Deposits, & Misc. Personal Property
ALLFIRST BANK - CHECKING ACCOUNT #0017803993
(INCLUDES ACCRUED INTEREST OF $.62)
SOCIAL SECURITY CHECK
MYERS-HARNER FUNERAL HOME - REFUND
(Attach Additional Sheets if necessary)
Total
Value
15,782.10
890.00
96.06
16,768.16
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
MAI~Y C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of ELEANOR D. BRININGER
also known as
, Deceased
No 21 02 0362
Date of Death 04/02/2002
Social Security No. 172-01-0605
Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/VVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: GERALD J. BRINSER, ESQUIRE JEAN B. LAYNE
09655
I.D. No.:
Address: 6 E. MAIN STREET
PALMYRA PA 17078
Dated JUNE 19~ 2002
Telephone: (717)838-6348
Description
Cash, Bank Deposits, & Misc. Personal Property
ALLFIRST BANK - CHECKING ACCOUNT #O017803993
(INCLUDES ACCRUED INTEREST OF $.62)
SOCIAL SECURITY CHECK
MYERS-HARNER FUNERAL HOME - REFUND
(Attach Additional Sheets if necessary)
To~l
15,782.10
890.00
96.06
16,768.16
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
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
NO.
REV-1162 EX(11-96)
CD 001324
GERALD J BRINSER ESQUIRE
6 E MAIN STREET 2ND FLOOR
P O BOX 323
PALMYRA, PA 17078
........ fold
ESTATE INFORMATION: SSN: 172-01-0605
FILE NUMBER: 2102-0362
DECEDENT NAME: BRININGER ELEANOR D
DATE OF PAYMENT: 06/21/2002
POSTMARK DATE: 06/20/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 04/02/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,744.41
REMARKS:
GERALD J BRINSER
TOTAL AMOUNT PAID:
91,744.41
SEAL
CHECK# 1130
INITIALS' JA
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
GERALD J BRINSER ESG
BRZNSER ETAL
PO BOX $25 ~.
PALMYRA PA 170~8
DATE 08-05-2002
ESTATE OF BRININGER
DATE OF DEATH 0q-02-2002
FILE NUMBER 21 02-0562
~,i..i~!?COUNTY CUMBERLAND
ACN 101
Amount RemAttad
REV-15¢7 El( AFP
ELEANOR D
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DTSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRZNINGER ELEANOR D FILE NO. 21 02-0362 ACN 101 DATE 08-05-2002
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RE$~RYATZON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Close/y Held Stock/PartnershAp Interest (Schedule C) (3)
q. Mortgages/Notes ReceAvebla (Schedule D) (q)
S. Cash/Bank Deposits/MAsc. Personal Property (Schedule E) ($)
6. JoAntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/N/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage L/abAIAt/es/L/ens (Schedule Z) (10)
11. Total Deduct/ohs
12. Nat Value of Tax Return
16t768.16
26~597.5q
.00
.00 NOTE: To Ansure proper
.00 credAt to your account,
.00 sube/t the upper portAon
.00 of thAs fore w/th your
tax payment.
(8)
1,$01.65
15.
NOTE:
ASSESSMENT OF TAX:
15. Aeount of L/ne lq at Spousal rata
16. Amount of LAne lfi taxable at L/neaZ/Cless A rate
17. Aeount of L/ne lq at SAblAng rate
18. Aeoun4 of L/ne lq taxable at Collateral/Class B rate
19. PrAnc~ ~al Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
BATE NUMBER /NTEREST/PEN PAID (-
06-20-2002 CDOOI$2q 91.81
q$,165.70
(lS) .00 X O0 = .00
(16) qO,80q.81 X Oq5= 1,836.22
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(:].9)= 1,836.22
AMOUNT PAZD
1,7qq.ql
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,836.22.00.00.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCT/ONS.)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CharAtable/governeental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Net Value of Estate Subject to Tax (lq) qO,80q.81
1'1: an assessment was issued prev/ously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill
reflect f/gures that include the total of ALL returns assessed to date.
l ,059
(11) 2.360.89
(12) q'O, 80q, .81
STATUS REPORT UNDER RULE 6.12
Name of Decedent' ELEANOR D. BRININGER
Date of Death' 4/2102
Will No. 2002-00362
Admin. No.
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 X 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:
account with the Court ?
Did the personal representative file a final
Yes ~ No X
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 X No ~
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date' 3~29~04
Signature
GERALD d. BRINSER
Name (Please type or print )
6 E. MAIN STREET, P.O. BOX 323
PALMYRA PA 17078
Address
( 717 ) 838-6348
Tel. No.
Capacity'
Personal Representative
Counsel for personal
representative