HomeMy WebLinkAbout03-0829PETITION FOR PROBATE & GRANT OF LETTERS
Estate of
MARIE E. BRYMESSER
also known as
Social Security No.
162-22-1278
, deceased.
No. 21-03-
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated March 21, 1997 , and codicils dated none The Executor
named none died Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at One Longsdorf Way, South Middleton Township, Carlisle .
Decedent, then 84 years of age, died
Crossings Retireme, nt Community, Carlisle, PA
September 10 , 2003, at Cumberland
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:
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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$43,000.00
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
· Shuqhar~
206 South Ridge Street
Boiling Springs, PA 17007
717-258-3522
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
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 representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this C~-W~ day of
October, 2003.
· ,~,,"/ ,.?
Timothy B. Shu,qhCa-~
No. 21-03- 8 Zq
Estate of MARIE E. BRYMESSER, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, October ~..~, ,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
March 21, 1997 described therein be admitted to probate and filed of record as the
Last Will of Marie E. Brymesser ; and Letters Testamentary are hereby
granted to Timothy B. Shu,qhart
FEES
Probate, Letters, Etc ........ $ 80.00
Shod Certificates(-3- ) .... $ 9.00
Renunciation(s) ........... $
,JCP .................... $10.00
Other Will Pages (-2-) .... $6.00
TOTAL: .... $105.00
Filed ............................
~ Register °f Wil~s ~
IRWIN & Mc_~NIGHT
Ro,qer B. Irwir~F_.~quire (06282)
ATT ~O~NE)~ (Sup. Ct. I.D. No.)
60 West Pom~ret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
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 fiiing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9609738 SEP 15 2003
Local Registrar
No. Date
~105.=~,,1 Re~. 2~a? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
,.T CERTIFICATE OF DEATH
~E(t~v) ,[.~u_.o~_..,~. I u~.,o~ / o.~o..,~. .,m..~.c-~ ' Fe~le - 162- 22- 1278
~l . C~rl~d g. Carlisle I.~rlisle R~ional
15_~rlisle' Pa 170~3 ......
~. Ti~thy Sh~hart , ..z?~, .
~ ~ ~ ~~~g Springs, Pa 17~7
.,~ .... S~ .... ~pt. 15, 2~3 J~~and'~ll~y [ '
2 b r ,,~ Me~rxal ~rdens 2,a ~rl
~ AN A~5Y d. ~
........................................................ ~ ~DV~o%w&' _'
..................................... ,., ............... = :.~5:~=~,~7s~o~A?~
' ' '~ ............................................................. ~ ,,. ~ oos,A~,
LAST WILL AND TESTAMENT
.2. j - o3- 8a.q
I, MARIE E. BRYMESSER, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I devise and bequeath all of my estate of every nature and wherever situate as follows:
(a) 10% thereof to St. John's Lutheran Church of Boiling Springs;
(b) 5% thereof to Clement Husler;
(c) 5% thereof to Timothy B. Shughart
(d) 5% thereof to Milliard T. Ilgenfritz, Jr., and
(e) 75% thereof to Cumberland Crossings.
3. I nominate and appoint Timothy B. Shughart to be the executor of this my Last Will
and Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Milliard T. Ilgenfritz, Jr., as substitute executor, also to serve as such without bond, with
the same powers as are given herein to my executor.
4. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal 21 ST day of March,
1997.
Signed, sealed, published and declared by MARIE E. BRYMESSER, the above named
testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
.4 CKNO WLEDGMENT AND AFFIDAVIT
WE, MARIE E. BRYMESSER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testatrix and wimesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
: SS:
:
Subscribed, sworn to and acknowledged before me by, MARIE E. BRYMESSER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses, this 21 ST day of March, 1997.
Not~_~JPubHc
Notarial Seal
Roger B Irwin, Not~ry i*'ubi~c
Carlisle Boro, Cumberlar,d CounTy
Commission Expirr~s Oct. 3, 2000
My
~/],e~bef Pennsvivai~ia As,~:.(.dation of NotarF?,:~
l~i.~E E. BRYI~ESSER
LAW OFFICES
IRWIN, McKNiGHT & HUGHES
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 17073-3222
( 7 ! 7 ) 249-2353
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
MARIE E. BRYMESSER
SEPTMEBER 10, 2003
21-03-0829
To the Register:
I certify that notice of the beneficial interest 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 November 14, 2003 .
Name Address
St. John Evangelical Lutheran Church
Clement Husler
Timothy B. Shughart
Milliard T. Ilgenfritz Jr.
Cumberland Crossings
111 Walnut St, Boiling Springs PA 17007
421 Meadowbrook Rd, Carlisle PA 17013
206 S Ridge St, Boiling Springs PA 17007
1018 Rockledge Dr, Carlisle PA 17013
One LongsdorfWay, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date: 11/14/03
Capacity:
Signature / /
IR ~IN &~cKNIGHT
Name Roger B. Irwin~ Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
__ Personal Representative
X Counsel for Personal Representative
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Brymesser Marie E.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
09/10/2003 12/10/1918
(IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-03-0829
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
162-22-1278
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1. Original Return ~ 24~., Supplemental Return
4. Limited Estate . Future Interest Compromise (date of death after 12-12-82)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~9. Litigation Proceeds Received r--"] 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1 - 1-95)
NAME
Roger B. Irwin Esq.
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717/249- 2353
(d .ate of death
3. Remainder Return prior to 12-13-82)
6. Federal Estate Tax Return Required
6. Total Number of Safe Deposit Boxes
r---] 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (6)
(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 Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
Non~
Mone
None
None
41,990.19
None
None
5,286.22
7,876.73
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(8) 41,990.19
(11) 13,162.95
(12) 28,827.24
(13) 24,503.15
(14) 4,324.09
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116(aX1.2)
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
0.00 x .0 0 (is) 0.00
0.00 x .0 45 (15) 0.00
0.00 X .12 (17) 0.00
4,324.09 X .15 (15) 648.61
19. Tax Due (19) 648.61
Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
One Lon~sdorf Way
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due {Page 1 Line 19)
Z. Credits/Payments
A. Spousal Poverty Credit
El. Prior Payrcents
C. Discount
(1)
32.43
Total Credits ( A + B + C ) (2)
648.61
32.43
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
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) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 6'16. '18
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 6'16. '18
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retairt the Llse 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 security at his
or her death? .............................................. [--'] ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ' I I IXI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury. I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FI/LING RETURNTimothy B. Shughart DATE
_ _ _2_o_ .s_ o_h ........................
SIGNATURE OF PREP~R OTHER THAN ~ESENTATIVE IRWIN & Mc~IG~ DATE
~ ~ ~ ~ 60 Wes~ ~om~e~ S~ee~ . / ~
~;; ~a~es 0f ~ath ;n'~ ~e; 3~1~ i, ~99~'and b;fo'r'e' ~a~ i~ 1995, ihe ~ax rate i~posed 0n the ~e¥~aiu; 0f i~sfer~ t;' ;; ~;~'i'~'~S;';f'~h;
surviving spo~e is ~ [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after Janua~ 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)I. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory require~nts for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficial.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twen~-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(aXl)].
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.
Copyright (c~ 2000 form software only The Lack~r Group, inc. =~r~ m ~V- ! ~00 ~ ~ ~. ~-00~
REV- 1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PEN N SYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
F. STATE OF FILE NUMBER
Marie E. Brymesser SS~/ 162-22-1278 09/10/2003 21-03-0829
Include the .proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshq~ must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
M&T Bank - checking account
Waypoint Bank - checking account
Waypoint Bank - checking account
11,589.98
14,663.22
15,736.99
TOTAL (Also enter on line 5, Recapitulation) $ 41,990.19
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1508 EX (Rev. 1-97)
EV- 1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marie F.. Brymesser SS:]], 162-22-1278
Debts of decedent must be reported on Schedule I.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
09/10//2003
FILE NUMBER
21-03-0829
ITEM
NUMBER
1
2
3
4
DESCRIPTION
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Timothy R. Shun;hart
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 206 South Ridge St.
Boilin~ Springs State PA
Year(s) Commission Paid: 2003/2004
Attorney's Fees IRWIN & McKNIGI-IT
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
210-44-7326
Zip 17007
Street Address
C~y State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Register of Wills
Tax Return Preparer's Fees
OtherAdministrativeCosts
Cumberland Law Journal - estate notice publication
Register of Wills filing fee
The Sentinel Legal - estate notice publication
Vital Records death certificates - Roy
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
106.22
2,100.00
2,769.00
105.00
75.00
25.00
100.00
6.00
$ 5,286.22
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-lSlZ EX + (1-97)
SCHEDULE I
DEB'rS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marie E. Brymesser SS~/ 162-22-1278 09/10/2003 21-03-0829
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
4
5
6
Alert Pharmacy
Belvedere Medical Center
Carlisle Regional Medical Center
Graham Medical Clinic
Cumberland Crossings
West Shore EMS
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
113.59
9.76
801.72
81.92
6,799.85
69.89
$ 7,876.73
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-151Z EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marie E. Brymesser SS~/
NUMBER
II.
2
SCHEDULE J
BENEFICIARIES
162-22-1278 09/10/2003
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [i~lude o~right spousal di~ributlons, and
transfem under Sec. 9116~1.Z)]
Clement Husler
421 Meadowbrook Road
Carlisle, PA 17013
Millard T. Ilgenfritz, Jr.
1018 Rockledge Drive
Carlisle, PA 17013
Timothy B. Shughart
206 South Ridge Street
Boiling Springs, PA 17007
FILE NUMBER
21-03-0829
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Nephew
NeFhew
Nephew
AMOUNT OR SHARE
OF ESTATE
5% of
remainder
5% of
remainder
5% of
remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DI$¥HiBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLEAND GOVERNMENTALDISTRIBUTIONS
Cumberland Crossings
One Longsdorf Way
Carlisle, PA 17013
St. John Evangelical
111 Walnut Street
P.O. Box 46
Boiling Springs, PA
Lutheran Church
17007
75% of
remainder
10% of
remainder
$
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-l$13 EX (Rev. 9-00)
LAST Iq'ILL AND TESTAMENT
I, MARIE E. BRYMESSER, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I devise and bequeath all of my estate of every nature and wherever situate as follows:
(a) 10% thereof to St. John's Lutheran Church of Boiling Springs;
(b)
5% thereof to Clement Husler;
(c) 5% thereof to Timothy B. Shughart
(d) 5% thereof to MilJ~ard T. Ilgenfritz, Jr., and
(e) 75% thereof to Cumberland Crossings.
3. I nominate and appoint Timothy B. Shughart to be the executor of this my Last Will
and Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Milliard T. Ilgenfritz, Jr., as substitute executor, also to serve as such without bond, with
the same powers as are given herein to my executor.
4. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal 21 ST day of March,
1997.
Signed, sealed, published and declared by MARIE E. BRYMESSER, the above named
testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
A CKNO WLEDGMENTAND AFFIDAVIT
WE, MARIE E. BRYMESSER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the pres6nce and hearing of the testatrix, signed the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
B zI x. IO aUSON
OItERYL L. CLELAND
COUNTY OF CUMBERLAND
: SS:
Subscribed, sworn to and acknowledged before me by, MARIE E. BRYMESSER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses, this 21 ST day of March, 1997.
/
Nothr3~ Public
MaTBank
September 29, 2003
Law Offices
Irwin, McKnight & Hughes
West Pomfret Professional Building
60 West Pomfret Street
Carlisle. n, PA 17013-3222
499 Mitchell Street, Millsboro, DE 19966
Estate of Marie E. Brymesser
Date of Death: September 10, 2003
Social Security Number: 162-22-1278
Dear Mr. Irwin:
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.
Account Tupe ........................... Checking Account
Account Number. ...................... 18427375
Ownership (Names of) .............. Marie E. Brymesser
Opening Date ........................... 08/28 / 64
Year to Date Interest ................. $7.91
Balance on Date of Death~ ......... $11,589.41
Accrued Interest $ 0.57
Total. ...................................... $11,589.98
Sincerely,
Ch~lene W~on, Assodate I
(302) 934-2722
Wagpoint
® BANK
LOOK FOR US, WE'LL GET YOU TH6RE.
10/l/2003
IRWIN MCKNIGHT & HUGHES
60 W POMFRET ST
CARLISLE PA 17013-3222
The information which you requested on the account(s) of MARIE E BRYMESSER
(Social Security Number 162-22-1278) is/are as follows:
Account Number 1700026934 90820549
Class of Account CHECKING CHECKING
Date Opened 110397 011993
Principal Balance 15736.'91 14663.14
Accrued Interest .08 .08
Balance at Date of 15736.99 14663.22
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership 110397
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
SOLE
011993
IRWIN & McKNIGHT
Additional
Information
Requested
'ERTN WATTS
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG, PENNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (I-866-9;~9-7646) · IN YORK ARENA 717/1~115-4500 · wvvw. wagpointbank.com
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Timothy B. Shughart
being duly sworn according fo law, deposes and says that he is the Executor
of the Estate of Marie E. Brymesser
late of S_ou_t_~h_Middlet0~n Towns_hi__p Cumberland County, Pa., deceased and that the
within is an inventory made by him , the said Executor
of the entire estate of said decedent, consisting of all +he personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and fhaf the figures opposlfe each item of the Inventory represent it's fair value
as of the date of decedenf's death.
Sworn
and subscribed before me,
~r 9~a t/ IA , ,~ 2003
J~ine L ~, ~ ~bl~
Carlisle Bom, Cumberland County
My~ Expires Aug. 14, 2007
Date of DeaU~ber'pennsylvania~OfN°la~ee
Timothy B. Exe cut o .r~.----/'Admlnlstra for
206 South Ridge Street
Boiling Springs, PA 17007
Address
Shughart
September 2003
Day Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appoinfmenf of personal represenfaflve.
2. A supplement inventory must be filed within thirty days of d~scovery of addlfional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
0
Inventory of the real and personal estate of
F~-_RIE E. BRYHESSER
deceased
1. M&T Bank, checking account
2. Waypoint Bank, checking account
3. Waypoint Bank, checking account
$11,589
$14,663
$15,736
$41,990
98
22
99
19
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 003322
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
fold
ESTATE INFORMATION: SSN: 162-22-1278
FILE NUMBER: 2103-0829
DECEDENT NAME: BRYMESSER MARIE E
DATE OF PAYMENT: 12/09/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/10/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $616.18
TOTAL AMOUNT PAID:
$616.18
REMARKS:
CHECK# 020582
SEAL
INITIALS' AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDZVZDUAL TAXES
TNHERZTANCE TAX DTVZSZON
DEPT. 180601
HARRISBURg, PA 17128-06(]1
ROGER B IRWIN ESQ
IRWIN & HCKNIGHT
60 W POHFRET ST
CARLISLE
PA 17015
COHNONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE¥-15¢? EX AFP (n1-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
I
OZ-OZ-ZOOq
BRYHESSER
09-10-2005
21 05-0829
CUHBERLAND
101
HARIE
Amount Remitted I
E
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-Z547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ~RYHESSER HARZE E FILE NO. 21 03-0829 ACN 101 DATE 0Z-O2-Z00q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION 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)
$. Closely Held Stock/Partnership Znteres~ (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E)
6. Jointly Owned Property (Schedule F) (6).
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Net VaZue of Tax Return
.00
.00
.00
.00
ql;990.19
.00
.00
(8)
5,286.22
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
15.
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line lq et Spousal rata
16. Amount of Line lq taxable at Lineal/Class A rate
17. Amount of Line 1~ at Sibling rate
18. Amount of Line lq taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECE]:PT DTSCOUNT
DATE NUMBER INTEREST/PEN pAID (-)
~2-09-2005 CD00~$22 $2.R$
ql,990.19
1F PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1~;) .00 X O0 = .00
(16) .00 X OR5= .00
(17) . O0 x 12 = . O0
(18) q,:$Zq.09 x 15 = 6q8.61
(19)= 6q8.61
ANOUNT PAID
616.18
reflect figures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT 6q8.61
BALANCE OF TAX DUEI .00
INTEREST AND PEN. { .00
TOTAL DUE I .00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~,)
Charitable/Governmental Bequests; Non-elected 911~ Trusts (Schedule J) (15) 2q,50~. 15
Nat Value of Estate Subjec~ to Tax (lq) ~,~2~.09
~f an assessment ~as issued pnevlously, 11nas 1~, 15 and/or 16, 17, 18 and 19 ~ill
7,876.75
(11) 1:~.162,95
(1~) Z8,8Z7.Zq
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (colLateral) beneficiaries 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 D (collateral) rate on any such futura interest.
To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (71 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of N/Ils printed on the reverse side.
--Make check or money order payable to: REGISTER OF HZLLS~ AGENT
A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office
of the Register of Nllls, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-561-Z050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-447-3010 iTT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must ob~act within sixty (603 days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, 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 ba addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-060!
Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
Zf any tax due is paid within three (5) calendar months after the decedant's death, a five percent (51) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and 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.
lnterast is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, to the date of payment. Taxes whlch became delinquent before January 1, 1981 bear interest at the rate of
six (6Z} percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which ail1 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 ara:
Interest Daily Interest Daily Interest Dally
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ . 000548 1987 92 . 000247 1999 72 . 000192
1985 161 .000438 1988-1991 111 .000301 ZOO0 81 .000219
1984 111 . 000301 1991 91 . 000247 2001 91 . 000147
1985 13Z .000556 1993-1994 72 .000192 ZOO2 67. .000164
1986 102 .000274 1995-1998 92 .000247 2005 SZ .000157
--Interest is caXculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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 sade after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.1~
Name of Decedent:
MARIE E. BRYMESSER
Date of Death:
SEPTEMBER 10, 2003
No. 21-03-0829
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: X Yes ~ 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 X 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? X Yes No
Date:
8~: Ld
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
IRWIN & ~IGHT
Roger B. kwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
~ ::~1~ C~lisle, PA 17013
-~ ¢ ~ City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative