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HomeMy WebLinkAbout97-0827Pa. O.C. Rule 612 STATUS REPORT REGISTER OF WILLS OF~L"•-~-°'/~1°`~0L- COUNTY, PENNSYLVANIA Name of Decedent: ~~`'I" =~ ~ ~ ` ~~~~' i 39'x---~~Z~ Date of Death: File Number: Pursuant to Pa. O.C. Rule 6.12, I report the fallowing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ~No 2. If the answer'is No, state when the personal representative reasonably believes that the administration will be complete: 3 ~ ~~- 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 ONo b. The separate Orphans' Court No. (if any) for the personal representative's account is: a Did the personal representative state an account inforn~ally to the parties in interest? ............................... Dyes ONo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be a e to this report. ~~3 ~- rs~ Gt~i-~~ Dore , -- Signature of Person Filing this Form u_ r, c~ 1 ~R 1 %J- - ~: Capacity: OPerso I Rye~pr~esenta~tisv~e r~jCounse] W r ~i ~~% , ~~La-V Nome ofPerson Filing this Form C ~~ ~~~. ~~~ 1 Lv. ~J ~ i Address ~^ ~j ~-/ ~- ?x'13 - ~? ~ Telephone \1 Form RNr-[0 rev. /0.13.06 i J 1505610101 REV 1500 ~t°'-'°' ~ enn lvania OFFICIAL USE ONLY PA Department of Revenue P sY Bureau of Individual Taxes "`"""~"""~`"~`"U" County Code Year File Number Po Box zl3o6oi INHERITANCE TAX RETURN ~ m Harrisburg, PA i7u8-0601 RESIDENT DECEDENT i ! 1~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYri ~~~~-"~1~ ! q 9 ~" Decedent's Last Name Suffix Decedent's First Name MI ® -ri.~~.,r.r~nm ~ (If Applicable) Enter SuMving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ® - - - _ Ti'1Ti-T~ ^ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER Of WILLS FILL INAPPROPRIATE OVALS BELOW tl~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Correspondent's a-mall address: Number Under penalties of per)ury, I deGare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, comet 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 FILING RETURN DATE .7`NAr~ La. Bh~C'G.i~'~ ADDRESS JIIiN Kt Vh PAtjtK VIM N EPKESENT VE - DATE PLEASE 1505610101 Side 1 1505610101 J REV-15th EX Decedent's Name: RECAPITULATION 1505610105 Decedent's Social Security Number 1. ................. Real Estate (Schedule A) ........................:. .. 1. uu~im ~~r r/~~ r! iN~ ~ :! ~i A' 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 6. Jointly Owned Property (Schedule F) p Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. ' 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. 11. Total Deduetlons (total Lines 9 and 10) .............................. ... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 3 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 u`iuxy ~~~~''! waow® ae 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 ~ 15. 16. 17. 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT F~ Side 2 1505610105 1505610105 REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME T STREET ADDRESS ~~ ~ ~ ~ .~ CITY ~ ~~~ STATE ~~ ZIP /~~ Zy Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments „~.3 3,~-/~-- OQ A. Prior Payments B. Discount 1 Z / T3~ 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. c1) 3T.~ r ~ Total Credits (A + B) (2) '~~~~. "$'~} (3) (4) . ~Z.~ ~ 7Z' (5) 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. 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 Dec. 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? ................................:....................................................................................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 percent [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 percent, 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 percent (72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. c r < J ~~ ~' ~ ~ ._ ~_ I, RACHEL I. BRANDY, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I give Ten Thousand ($10,000) Dollars to my hereinafter named Trustee to hold and distribute for the benefit of my daughter, JIIDY D. BRANDY, upon the following terms and conditions: A. Trustee shall accumulate income to be added to principal and treated as a part. of principal, subject to distribution of principal and accumulated income as provided herein. B. Trustee shall distribute to or for the benefit of my daughter, Judy D. Brandt, as much of the principal and net income of this Trust as Trustee in its absolute discretion deems necessary from time to time for expenses resulting from her serious illness or disability, after considering all other resources available for such contingencies. C. Unless sooner distributed, Trustee shall upon the request of my daughter, Judy D. Brandt, distribute to her all of the principal and income remaining in trust on or following the date of her official retirement from full-time employment. C' 1 D. Upon the death of my daughter, Judy D. Brandt, prior, to the completed distribution of trust proceeds to her, Trustee shall distribute the remaining balance to her surviving issue per stirpes, or, failing issue, to her surviving siblings in equal shares. E. This gift in trust is to provide for my daughter, Judy D. Brandt, the equivalent of similar advancements made individually to each of my three other children. ii. i give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate in equal shares to such of my children, JIINE E. SHOWERS, JOKE E. McNEW, RALPH E. BRANDY, AND JODY D. BRANDY, as survive me by thirty days. III. Should any of my children, June E. Showers, Jone E. McNew, Ralph E. Brandt, or Judy D. Brandt, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the share of such child to her or his issue per stirpes living on the thirty-first day following my death; and should any of my said children leave no such issue living on the thirty-first day following my death, I give, devise and bequeath the share of such child in equal shares to my other children or to their issue per stirpes living on the thirty-first day following my death. IV. Until distributed, no gift or beneficial interest shall be subject to anticipation or to voluntary or involuntary alienation. V. I direct that all taxes that may be assessed in ~. 1 V. i direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. VI. I appoint my daughter, JUNE E. SHOWERS, Trustee of the Trust created by this Will.. Should my daughter, June E. Showers, fail to qualify or cease to act as Trustee, I appoint my granddaughter, TAMMY L. ALWINE, Trustee. VII. I appoint my daughter, JUNE E. SHOWERS, Executrix of this my last will. Should my daughter, June E. Showers, fail to qualify or cease to act as executrix, I appoint my granddaughter, TAMMY L. ALWINE, Executrix of this my last will. Should both of the above persons fail to qualify or cease to act as executor, I appoint the FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania or its successor in business, Executor of this my last will. VIII. I direct that my Executrix and my Trustee 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 hereunto set my hand this 2 2 day of Or-~'°3G7., 1996. RACHEL I. BRANDY The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testatrix, RACHEL i. BRANDY, was on the day and date thereof signed, .. ~: ~. _._ published and declared by RACHEL I. named, as and for her last will, in BRANDY, the testatrix therein the.vresence of us, who, at her request, in r presence, and in the presence have su scrib o r names as witnesses hereto. ~ ~ <u ~~ of each other 6~~~~~~ ~~ ~~z~ i ~ / ~~ J .'- - i G. - i 7=.. COMMONWEALTH pF PENNSYLVANIA DEPARTMENT OF REVENUE PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPT.28oeo1 INHERITANCE AND ESTATE TAX Q N0. AA 2 4 2 5 i J REV~1182 E% (1198) HARRISBURG, PA 17128.0801 OFFICIAL RECEIPT RECEIVED FROM: WILLIAM S DANIELS ESGIUIRE 1 WEST HIGH STREET CARLISLE, PA 17013 ~ FOLD HERE ESTATE INFORMATION: FILE NUMBER 21- 997-0 27 SSN 204-OS-8849 NAME OF DECEDENT (LAST) (FIRST) (MI) BRANDY RACHEL I DATE OF PAYMENT 12/05/1997 POSTMARK DATE 0/00/0000 COUNTY CUMBERLAND DATE OF DEATH REMARKS JUNE E SHOWERS C/0 WM S DANIELS ESQ. SEALCHECKIk 0102 TA)Cf~.~:r' E i; ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 X3,355.00 FOIA HERE -- TOTAL AMOUNT PAID ~3 , 355.00 ' PB RECEIVED BY MARY C . I S ~a/~~ REGISTER F WILLS'/'~~~~~ 7 w REV-1502 EX+ (12-85) ` SCHEDULE A COMMONWEALTH Of PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~~ FILE NUMBER (Property iointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reporMd at fair market value which is defined as the pries at which property would !» exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads. - ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~~~, , C'~-.,-/~-~-~-~~L..~'o~,,~~ ~ ~9~ ~~ 3 z. y . TOTAL (Also enter on line 1 Recapitulation) I $ C ~ 3Ca. ~~ (Ii more space is needed, insert additional sheets of same size.) ~tAY. -06' 98 (EYED) 1 4 ~ 59 CORNERSTONE A TEL ~ 717-730-9665 P. 002 A. U.S. rgdUF$ANpEyEiOPMENI' AT~IT oatlY No. sso2.aaas CQRNERSTQNE "'~ L D TRANSFER, INC. a. TYPE of ~owv 5 West tMsin Streat + t7q ~+,~- . >• t J ~ a. r -cowa. ut~te. tr~nwnstown PA i 7011 ~ , . t vA a, etttw. mss. Pho (717} 730,9664 Fax: (7Y 7) 730-9885 s~ r~E ~ 0 6 T 8 ; 6 0 2 7 e. e••Dnr, tNS. CI-Si NO O. NOTE: This farm (P.o.ts.r Oo ghro yeu r atatamarX of aahnt ratttrmrN rods. Ameuntr prid to tnd tty the ssBlwrd rprrrt rrr ahown. ItafRr mvkrd d ttutMda Mtr nloektQ: Owy w tdto•rn hsrr tar fMorntrtianal D. NArE AtD pyrpasK and w stet btcludael fn Rte totals. BDiitOWER: E. (W1ttE MID ADOfiEss GF aEILRi ROXA1aN SHOIf : F. NAwIE MIO M>OpEtis DF L.ENDEik S SSTATS OF RACHEL I. PHOHNIX MORTCAi08 COtvII~ANY BRANDY 1075 VIR13INIA. DR. FORT ti~A88INC3TON, HA 19034 a. vaotwigrtrl.ODAn H.+1lTTt.Ett•EnrrAtiEll~: I. SFTTt.EhIEIYTDATE: 934 aALTIM(? ' ' PIKE CORNERSTONE LAND TRANSFER 05/07/98 SOO i H MIDDL TO~+TSHIP w.ACEOesErn.~-r, C[R4H8RL~AND LAW OFgICS$ OF -PILLIAM DANIBLS, CARLI9L J. Y tR: tIORROtMiR'f TRAMMCT7OMe K >sNMMARY OF BtLLJNt'• T14lMtiACTltAtt too. liq AMOUNT tORROwE11 •aD.OROlsi AMOlI1/r pt7E TO sitt.RR +rt. Nlss tat PrrsorW propray •vt. t-aC1 robs p u •e2.Psrrond properly +oat. 9a1Ualrtartl (Rttr L~ool •od ta. •at. toe. •er< or Rants prid by ssMar in adtwnoa Adjustrrtardr for iNrtts Prld srllar M adaar~a tatCti~arar tat[ p •er•Dlydrawn tmt b toT. CaaNy trx p., ~~ ~ 1 tr[LAMrffananh b manta b +a. sctlvot. 1 •o,. acttvoz 11 tta •ta b I l t. •tt. HL It:. tav. YROq wMOUnt D ROM iDORRONIlR 72465.45 •sa.rtposs AMOUNT DUiTO tMu:LiR 69533 .64 tar. AMOUNT! r•AR) • ' Ni KNwLF tR' RORRdMiR tav. RItbUDTtoNS IM AMOUNT Dt1t TO NIl{.ER rot. apogt d esntrrt sat.Exoass deporlt (rM 4latructiorral '°r- ~~ ban(s) rrv.t3Mtlrtrtrltl ohe-pss tv wtlrr (flrtr t~00) trv. tng ban(s) trk to sa.F.trirtirtg brn(a) takrn rub-.at to te•. ta•.Payoff d Ftrcd Mprtpape f,osn ~` socPayotl of 3saortd JuerlQupe Lawn cs. 6os. b7. co7. ad t:a. ~. Ero Adju for Nrrrti tl~lpaid by sMfrr AdltutmMtr Ittr ttrmr tmpatd by solirr •tn cRy/rarwt trx u i+aCltyeRown tax ro tt.0angr trx b itt.Caaib tax tp 1L AparrtlY6B b 817.AxxM/eerily b is smear, lv it3. rODOL 10 l+. st•. is. bif. 1R St1. /T_ 517. 05/06/98 16:47 TX/RX N0.1673 P.002 t0. TOTAL VAID 6Y~R0 79. DAaH AT gTTLEY ~i~t3~tn9i arriouitt dui a_L.Nr.nauix pa dl-ee a. CASK (~ fROM) 519. 519. ~ 67200 , 00 s2GT07AL REDUOTpN OR TO loRaoMaR a9o.C118H AT StTTt.E1N rsr (lino 1$d)_ _ .91.O1oss awrnant dw h TO) 9oAR01A-ER , 5265.45 ~ aoa.CA.N (~} To3 (! ? RR~) aEl.LER 3.00 v •rrr v~ 675_ uy9r er 9onow9r's ~9Nti Sfynahlro FiIA t Rw. $I86 05/06/98 16:47 TX/RX IV0.1673 P.002 ^ MAY. -06' 98 (11'EDl 15 ~ 00 CORNERSTONE A TEL:717-730-9665 P. 003 U.s. DEPARflatE1VT of HOUSM6 AFID URBAN oEVfs_oPMENr oMS Ha 250Qda4e8 nrrr` r-~r.w....- ~ • ...roc..~• vin1~G~~i 980 ' ~' s TOTAL aA 'f OOtlR1MNOlf M.M en pAw s S7 (1.00 aORROwtaA'a a;itE11'a DtaMbgd (Nns ss ItsOlOws: Tot 0 .0 WMaa AT FvRDr AT 70 / b Toe. s b 703. Cam+MSSba sre ~a. aeo. nt~ t'AYA~LG wall t.owN ~,. !wn x IX TZi,AG 5 7 t,oe.lasn 1.00 % SisI]C R . 67 0 eoa. • to Z aa~. CrsdR Rspnrt to 8 X 7 sos. t.andatr P I 6 0 ~- ti.u tv eof. As.++rifiort Fss ~' P 8 50.00 sw. HO X 2 0 eta I A ].4 8 s,,. a00. fTiNb AtttOYtpAL TO s! PAR) fN ApvAf~L ~+- +a++ 0 to05 3 e tdsy 32 5 aoR ler mo. to aoo. Nmra trlsttrsrxx, lum lar yrs, to 1? PO 004. . to Ril. aoa eesuinta wtstf Lafft,ia e-oa ~o+. turd Inwrancs mo. e • 18.0 hno. 7 . ~. mo. e s h+w. ' pos. own fax mo. ~ s hno. ]D4. tax m0. e s 14.61 hno. _ 5 ]Oti. mo. • i ~oe.8 2 mo.ei 67. 5 hn0. 0 _ 0 b7. ` me.il~ Jmo_ +or. rea e s hr+u. -1 5.48 too. TITLE CllAta•lq tat. SslGsense-t0r to tail AOStraot Of IAN a to X03. Tile se~rnYMffpR b iar. TRt. Inw+rarx~e to 'ob. b 00. Isss ~ IJOT y 1 .00 o~. ^ Nss to AM I8L9 15~ 5 (-naluess abew ~ .:) 11.01 -11 S . os. ONtasnes to cr+~••.ee~. .: 11oa 11 3 11 ~ 1.00 0 81 oo. lsndsr's +0. Orw~ers oowraps 0 0 ,+. T ,a 3.0 -a. 00. ROYlANYEMt A Mal AID TRAMlFER CHAROi! a,. t..e: s a7. Mo+tpagos 27.50 Mre.s 5 00 n4. c waw o.w s 0 . nAort . s . ~. &ele tsxAnrnps: tsaad ! . 0 Mo e i x. x. 10. AOtMfONAL aeTT g4AROiCC ft. fp f2. Pesl ttspaggn bD p. 14. 16. w. TOTAL IATT AatMf (ongr on Nrw ,oa and tiaR. d.etbm ~ sna K1 d 931. 1 3 .0 Iv 05/06/98 16:47 TX/RX N0.1673 P.003 f .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280603 HARRISBURG PA 17128-0603 March 5, 1999 WILLIAM S DANIELS ESQ 205 FARMERS TRUST BUILDING ONE WEST HIGH STREET CARLISLE PA 17013 Dear Taxpayer: Re: Realty Transfer Tax Control No.: 8-2334-21 Grantor: Estate of Rachel I. Brandt Grantee: Roann Showers Property: 934 Baltimore Pike County: Cumberland Deed Book: 177, Page: 166 The Department of Revenue has received your payment of state realty transfer tax and appropriate interest on the above-referenced real estate conveyance. Your account with the Department is now paid in full. A realty transfer tax receipt has been forwarded to the Recorder of Deeds of the above-re e~renced county. Final disposition will require you to present your deed ~/'~ to the Recorder's office to have the tax receipt affixed to your deed. Please note that additional recording fees and additional local realty transfer tax maybe due on this transaction. If you have any questions regarding the payment of the local tax, please contact the Recorder of Deeds' office. Sincerely, DALE HEADINGS REALTY TRANSFER TAX SPECIALIST TELEPHONE: (717) 787-4994 HOURS: 7:00 A.M. TO 3:00 P.M. REV-1588 IX • (1-87) SCHEDULE E CAMMONWEALTHOFPENNSYLVANIA p ^~ ~+ CASH, BANK DEPOSITS, Cl MSC. INHNEERIIDENTDECEDENTRN PERSONAL PROPERTY ESTAnTE OF t FILE NUMBER Ill ~Y1V`~. ~~~1.1 ~ ~-~r1'- ~~1~-~ Indude the proceeds of litigation and the date the proceeds were received by the estate. All properly jolntlyowaed with the right of survivorship must be diecbsad on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~. ~iSonf.~l ~ro~~~ VG~I ~.~ bH GPP~G~~S~-f, G~fi~l~t.ep~ 1, Dyo . vo ~- prv ~~-,~ -~-~X~S (rz ~i,~-~tcr~ ~ S~, I (~ ~ 33 , L y 3. -~~~~ns Co wt,+~ I~G~~hcvu..( Q~~ a~ ~~~ S~t~~ss( nq C~Cr,n~ c.eco~~} ~ Go1- 131, 1, 3't y. S(, Sa~l'~~.s c~ccolM'1+ ~ go -sloe -7 a, oa3. SD `~ CGSh ~n hc~~ 73,va S, ~ Ol.fw~nS CDI.w~+~ ~l ~C~i G Cvrn P~ ~ ~'c--~r,,,,,ol 5~. L~ In. Pro Ceerts -(rit~n --t ~Gn'S ~-h wl (~ I , S b 7. r ~r.~~u, ~ S7. Dp `6. (~ i"`~1.ScrnG~~ ~LIG(~t~'t;~ ~it iJ ~~ SG,~ `LS ` ~j ``~~ _ (~ ^ I d 1, o 0 l , n ~ rV (ti'fl GYl ~ i UU J !1S l,vt Gv1(~C-~ I"l" `C 1~11i ltN11 Y~7>,tMG~ a~~s.~o TOTAL (Also enter on line 5, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) ~ixr#iunerring & .~~~r~i~~cls 44 ~fi. ~r~for~ ~-t. (Q~r[~s[r, ~~. 17Q13 i~P1P#~ilIIttP: 717-243-5D 111 February 12, 1998 William Daniels, Attorney 1 West High Street Carlisle PA 17013 The following is my appraisal of the Rachel I Brandt Estate, 934 Baltimore Pike, Gardners, PennaJtlvaiia KITCHEN 1. R'Atirlpool refrigerator with freezer on top 25.00 2. Magtag autoniatie washer 30.00 3. Gene-al Elecb~ic automatic dryer 2S. 00 Wash board 10.0_ 0 ~ S. Meat saw .~rd'd"` 6. Shaw board ~ i8 7. Shaw board 6~ 00 .~, p Grp-? g Pair ojdrying racks 20.00 9. Pair ojgreen high chairs 30.00 10. Pair of butchers stirrer's 20.00 11. Pair of kerosene lights 40.00 1 Z Miscellaneous kitchen items, pots and pans, dishes, can goods, etc. 4S. 00 LIVING ROOM 1. Picture francs and dresser mirror SS 00 Z. Busher items SS. 00 3. Bn~rled wall mirror 12.00 ~! Maple ekest of drawers 30.00 S. Maple stand 1 S. 00 ~ Miscellaneous~indal kitchen cabinet, of)`'chairs, lights, crutches, banes, books, etG ~+9A' ~ J J_' !i'd. ~ BEDROOM 1. Ele~ric sewing machine 2 White chest of drawers 3. Crocks and jugs 4. 1~1rsceUaneous lugguage, fan, Christmas items, lamp shades, lard cans, etc. ATTIC 1. Miscellaneous jars, berry baskets, lard cans, boxes, eta FRONT BASEMENT 1. Miscellaneous crates, stove, flower pots, rocker, butcher kettles, etc. BAGgBASEMENT 1. Apple peeler 2. Holliday upright freezer 3. Allis Chalmers B-10 riding mower (oldJ Lawn mower S. MsseeAaneous hand and garden tools, eta 6~ Air conyrressor, grinder, battery charger BAC%PORCH I. Mrsctllaneous fans, flower pots, eta FRONT PORCH 1. Swing Total Cost Sincerely, Charles Spahr 1 S. 00 10.00 45.00 3Q 00 15.00 ~ J 95.00 ~ 0 I00 00 12.00 / GL+, O© 20.00 35.00 $ 1,236.00 `_.. ~~-- ~ ~r~~f +3 ~-2' cs/dc REV-1311 ER• 1,~ ~, SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND IN RESIDENTEDEGEDENTRN MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: „~~~1~~ B. Administwtive Costs: 1. Personal Representative Commissions C7LN~-- ~ •s?~~'Y^ne ~ ~ G ~p~~, Social Security Number of Personal Representative: ' t Year Commissions paid 2. Attorney Fees ~. S, ~a~v.i~~-C,~ L~~, ~ 3 ~'Oa 3. Family Exemption Claimant Relationship ~-~ Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees ,r~~F,~ j.r ~ ~ x~ ..~/ ~. ~~J C. Miscellaneous Expenses: G~.~, ~vrw.q.~~ %Jslr Lf.~r ~s~~---fin Gp~ © ~ ~1 Y.~~i-f~~ .vd /I~~//~~b//~~sy3"c~..SG~r+ri to J'~ ~G`~Y ~- Gx's'~" /~'i~ .~-~y~ 6G ~ . ~Ca'ca~-rid" ~ ,~ ~, ±~ ~~5. W l ~` L (Also enter on line 9, Recapitulation) $ • ~, (If man span ~'s" needed, insert additional s6Nts of same siu) f ~~ ~/ ,/ ~ ~/ t ~/ _` !I aEKISl7 Eaa ~1-0]) SCHEDULE 1 COMMONWEAITII of iENNSY~VANIA DEBTS OF DECEDENT. INHERITANCE TAI(aETUMI MORTGAGE LIABILITIES AND LIENS aesloENr oeaoENr Phase Print or Type ESTATE OF FILE NUMBER ITEM DESCRIPTION AMOUNT NUMBER ~+ ,,~` 1. ~.Gr~fS~.v..~ /~w.L /rte /~~j 'Z"'~- // . ,~~ , ,r~'~s ~~1, ~ 2 C, ~,~vYrrD ~~"~ ~ 0 ~ ~~ ~~ TOTAL (Also enter on line 10, Recapitulation) I $ 2 ~ y ~ ~ ~` f (If more space is needed, insert additional theeh of same size.) FE6,-15'99jMON) 15:19 CORNERSTONE ,4 TEL:'1?-730-9665 P 002 OohNtenwtALTN Or-tMtsYLV,wu, DIIeKlaOlrt Oe aavwua wrt4tY Or rND1Ym~ALTplifd twmswtw,e~ rnawrw PENNSYLVANIA REALTY TRANSFER xAx Nox~cE OF DETERMINATION ~RAW'fAR ESTATE OF BACf}$I, I BRANDY CO JUNE $ SFIOWER6 938 eALTTMORB PIKE CiARDNSRB PA 17324 ,!`' Cat AIyr~T~jf~!l1i~94rtP1.9G. E4lli4tr X41• Y9lILP39C~C'.~: Rc--303 Elt (09-97) PC trol Number owty Mai IDg Date iM2434.21 CUMBERLAND 02-12.49 ropeety Loeatian 934 BALTIMOR& PIKE Municip ily S M[DDLB70N Twp Farce er 40.10-263610 age S Acaptancs ate 177 166 01-13A8 .-• i CYIt r-long ~f41a~4Pd ~psm IsF_?~! with r~ er~y_ra~l i STATE REALTY TRANSFER TAX ON THE TRANSFER OF THE ABOVE PROP$RTY iIAS BEEN CALC[)LATEU AS SHOWN BELOW. A. REASON FOR DETERMINATION-NUMBER(S) tt (SaeacJOCed ehoet forarplanadon) B. PAYMENT OF TAX • To pry the tog! dw tlr Cammonwalth, math your cMck or mwq order peyahla b the pA Departmeal of Rweaso. To inaun pmpar tradit le your aeeota+4 ream Ore upper pertien of tlac Notice with your rs: prymsnl to PA Depatarwrt of Revenue Bateau of tsdiv(dud Tatcas Dep~ 210603 HenisMrg, PA 1717!-0603 • Fleece Inelude the Gavel TWmba aheya is tht tree above on all ebeeM K morreY ea+ir. ~ • Muca D.n that a~tiow) Raal4y Tramhr Ta: atca may D• due lMs lod cntrq .itMaruy (meruvipaligNdgof dbtrkt). • A Naha has newt feet n the jraator and trsstee. C. INTEREST If paymaN is made eRor the ietercct eompuntion den, (Soo • Bslovr) edditieed irrNrQR muA bt pleulalad. Sae anaiowra. 0. PETITWNFORREDLrTERMINATION • 1Pyau do not aEras with this Naico, you LMY file a Pstitioa ae outlined on the ravens. • Quectioac eat be aasaewd by allia` RANDY CLARK at (717) 717.1995 7 AM - 3 PM TTDM (717) 772.2232 (Headns Impaired Only). COMMONWEALTH OF PENNSYLVANIA DEPARTMENT ~ REVENUE BUREAU OF INDMOUAL TAXH9 HARRISBURG, PA 17l78.Ofi03 r GRANTEE RO7Q11~1 5801~RS 934 13ALT7~R8 PI>I3; OARDN8R8 PA 17324 hD . om er 8.2334.21 mlmj ere U2-12.99 PerceMttBe Transferred - 100 % Peroeatage aa<ablc 75 % Determined Value S SU,475.U0 oned Vdue S U.00 Ditierenm in Vahte S 50;475.00 Tea Due .01 a. Dstetttriaad vr116~ S s04.73 T®t Paid 1Vhm Decd Receded S 0.00 Balance of Tea Due S 304.75 ntareat Frprr05-13-95 To OZ-27-99 S 34.54 Tote Due onw t If Pod By • 02-Z7-99 8 --~_..., 339.2!~ CCt VALERIE S STACKI4ICK CO CORNSRSTOiRS LAND 5 iY63T MAIN 8T ,) ~,~ ~_~ t~~'f'1 SFIIRBMANSTOiiN i?7A 17011 ~~~ `~/ '^ REV-1513 EX. (7A~ SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN ESTATE AF cu c u~~uaca brc„ylc(-E, ~r~c-~I ~ ~1G~- ors NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llst 7rustee(a) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. .Slnn~. ~, Shaw4,tS X d~shfi~ (~`~ 13 4s ~c~i-F;m Dry, ~~ 1c ~ Gc,rUn.e~s, Pq ~~31y z ~GI~h ~. ~rcw~Ot~- Scan tiff I~os^ -~Is+~ Dn~~ ~~~~-, P~ -~'1uy 3. ~ v n i (Yl c N~ ~,1 d ~,~,~ ~ I~ 115 ~~~fic~~~ ~oc,~ G`a+Fo,~h~~~~ , PA 131 S` ~. Jl~.cl~ ~P~r~~~~i-I- Gluu~tifi~ I~y a.L~U~ Jh~n~ttS-f L~lreli G rc~,n ~ ~c, m , P ~1 -'1 a ~~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE S 15 THROUGH 17, AS APPROPRIAT E, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF~,r~, ~oG COUNTY, PENNSYLVANIA Name of 'N Date of Death: / - ~---~9 Jam' ~ File Number: ~ 9S~ ~/ ~ Z Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ~}No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: G~ 3. If the answer to No. I is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infornially to the parties in interest? ............................... Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this repo . Dam ~ i¢nature o Person Filing thi o C"7 F--R !z . 1 c_~ i -~, CV __,,~: / ~~~~ F- '~ ~ CJ1 ~~ ~ O ~~ Name of Person Filing this Form Capacity: QPersona] Representative Counsel Address 1 WEST HIGH ST. STE 205 Telephone ~J]/~ /J~ /7/ Form RNA-l0 rev. 10.13.06• Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/08/2009 DANIELS WILLIAM S ONE W HIG N ~ _ H STREET STE 205 ~ ~m-ye CARLISLE PA 17013 ~ c7, f mr~- , -~^ '`? ~ ... ?n t r ~ ~ ~ f1D..: RE: Estate of BRANDY RACHEL I File Number: 1997-00827 ' Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/07/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~C~u~~~~(QIOiCJ~V ~fZ~6 Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/08/2009 JUNE E SHOWERS 938 BALTIMORE PIKE GARDNERS, PA 17324 RE: Estate of BRANDY RACHEL I File Number: 1997-00827 Dear Sir/Madam: o °o , ~ ~ ~ . y ~ C 7 Y ~ J ~ t T ~ ~a.~ ~ s _ C <» ` '~ €~- ~ ; ' r .n. This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/07/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /~~~~l~i Glenda Farner Strasbaugh~ Clerk of the Orphans' Court cc: File Counsel ~. •. `•~' ' ~ ' • Register of Wills o~ G`umberland County ;, STATUS REPORT UN'DE`R RULE 6.12 '~ / Name of Decedent: Date of Death: • ~~1~ '~ ~ ~ ~ Estate No.: Pursuant to Rule 6.'12 ofithe Supreme Court Orphans' Court Rules, I report thc following with respect to completion of the administration of thc above-captioned estate: 1•. • State whether administration of the estate is complete: Yes Q` No (~ • • 2. If the answer is No, state when the personal representative reasonably believes that ' . ~ .. the administration will be.complete: // - .3~•~~f 3'. '. If the` ansv~tr_to No:' 1 is Yes, state the following: a. `Did the personal representative'file afinal account with the Court? Ycs [] No Q •, • b. The separate Orphans' Court No. (if any) for the personal representative's accout}t is: • c. !Did the personal representative state ari account informally to the parties in . '• interest? Yes [] No . Q , c. Copies of receipts, releases, joinders and approval'of formal or informal ~'aecouats`may be filed with the Clerk of thc` ' 'Court and maybe attached to'this report. Dat e: ~ ! , ' •"`r"ti'' Signature , cw -~ c:Y~}"~//C'AS' ,. ' " ~ ~:_°: f ^.~' ~ ~ ~..' . Name ' ~ ~: ~ . ~ c i ~ {~ ` HUMER ~ DANIELS L ~= j ~ ) ~ ~ ~ ~~ ~ ;,~ . 1 WEST HIGH ST. STE X05 • • i,.,.. 4,• , ~ ~~i~ w _... ~L..~ ~cf3< ~, w~° A ~ \~.~ 1.<<~ ~ ~ ~1 ~. ' `'=• ~ ~ ryy ©~~ ~ Telephone No. ' CV , Capacity: ^ Personal Representative • ~ Counsel for personal representative , _. _ . _. -,-r _ , - - Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 t'"^~ ~~~r~~:n ~',-r~('`k U~. 2QIQ AUG 30 AM }Q7 27 CE.ERK OF ORPHAN'S COURT. Date: s/3o/201o CUMBE~'.fiT~~ rn., pq. DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of BRANDY RACHEL I File Number: 1997-00827 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repa~t by Personal Representative under Rule 6.12 is due on the belocaf listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on o~, after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/07/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, pleasel,disregard this notice. Sincerely, ~~~~ Glenda Farner Strasb~ugh Clerk of the Orphansi,' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills -'--~`-' One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~,~~` +~:;"1~ U~ ,,~ 1. n ~~'~ ~ za ~ a auc 3o aM ion z ~ c~ERK a~ Date : 8 / 3 0 / 2 010 O~'~ C~UR1' A cu~~~ ~ ~ rya ~o JUNE E SHOWERS 938 BALTIMORE PIKE GARDNERS, PA 17324 RE: Estate of BRANDY RACHEL I File Number: 1997-00827 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the belowl listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESI, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on orb after July 1, 1992, the,personal representative or his counsel, wjithin two (2) years of the decedent's death, shall file with the Regilster of Wills a Status Report of completed or uncompleted administriation. This filing is due by: 9/07/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, pleaseldisregard this notice. Sincerely, ~~~ ~ w~ ~~'~'~I Glenda Farner Strasb~ Clerk of the Orphans' Court cc: File Counsel ~j~~` Jae 3i ,fT"Ij~ ~~~~~,/~, t n il~~,.ifvlCfl Vi +i.:. j ZO f 0 NOY 16 AM 10~ 14 cI~RK o~ ORPHAN'S COURT CUMRFP! ,~f~ G~ . PA In Re: Estate of BRANDY RACHEL I ORPHANS' COURT DIVISION COURT OF COMMON FLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 1997-00827 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: JUNE E SHOWERS Counsel for Personal Representative: DANIELS WILLIAM S Date of Decedent's Death: 9/7/1997 The Orphans' Court record indicates that neither the above named personal representative no tyre above named counsel for the personal representative have filed with the Register of Wills or Clerk of the. fans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule andl t t the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given that yop have ten (10) days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule C.l~the Court will be notified of such delinquency and the undersigned will request that a Court conduct a hearing t determine whether sanctions should be imposed upon the delinquent personal representative or cowns~el' for the delinquent personal representative. l ~~~~ Date: 11/16/2010 Glenda Farner Strasbaugh Clerk of the Orphans' Court ~, Distribution: Personal Representative Counsel for Personal Representative Estate File #~~n~i3~`~. ^ r n vl ~ll.~ l zo-o Hoy - s ah -o: - ~~N $ ~~ ORPHANS' COURT DIVISION ~~BERE~4PV`~ OURT COURT OF COMMON PLEAS OF In Re: Estate o '~ • PA CUMBERLAND COUNTY BRANDY RACHEL I .PENNSYLVANIA NO. 1997-00827 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: JUNE E SHOWERS Counsel for Personal Representative: DANIELS WILLIAM S Date of Decedent's Death: 9!7/1997 The Orphans' Court record indicates that neither the above named personal representative ', nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given that you have ten (10) days to file the Status Report. If , the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such ~ delinquency and the undersigned will request that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~~01V ~~'~ '~ Date: 11/16/2010 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA RACHEL I. BRANDY ORPHANS' COURT DIVISION DECEASED NO. ~ ~~ TERM I~~ 1 PETITION FOR CITATION ~ C, ~~~ _ _ -~, _L. _ _ ~ ') ~ C.=~ TO THE HONORABLE THE JUDGES OF SAID COURT: r ~ ~ `-~ -- AND NOW, this ~~~ day of ~ ~~ ~ ~-~ ~ << ~~ ~ "'O C, • "Tl comes the Commonwealth of Pennsylvania, by Robert Freedenberg, Deputy Secretary ~ for Taxation, for Daniel Meuser, Acting Secretary of Revenue, who avers: 1. That Rachel I. Brandt, deceased, (hereinafter referred to as "the Decedent"), died on September 7, 1997. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by June E. Showers, Executrix, (hereinafter referred to as "the Executrix"). Letters Testamentary were granted to the Executrix on October 10, 1997. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 3. That on June 12, 2008, a certified demand letter was sent to the Executrix, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executrix of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executrix, directing the Executrix to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executrix. COMMONWEALTH OF BY Robert Freedenberg Deputy Secretary for Taxation FOR: Daniel Meuser Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Robert Freedenberg, Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge~in~pr~ti~n and belief. Robert Freedenberg ~ Deputy Secretary for Taxation For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscribed before me this day of Page 1 of 1 PP:I'}I'[UH FOit I'}tUIIA'1'iti anti GI(AN'}' OF L}:F'i'F:Hti t p~7r~ ' laron• uJ stacltul .1, . hrd4q-L . :.... Mr,. till ~ ~-7 ` 0 d~ /--... ... l4ttl+ler of t~'tll, l ,t Ibc .... ----.... ~ ~ JlrcpoY,r. 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RT;ae,•rt: 498 Bali(vnre Plke Ralph k. Arandt 1703 Hinty itrivr, York. PA 17104 :nn=: Ncllnu ~ 275 Moutrl[aatt Rnad !t+ritynhntg,. PA :7113 . duly 6tandl 1e0z shingusi ~trc,n Otaaiham, P>\ 176?7 liolloe has nox Leon viven tr. et l pni snu . not u,l rd thr, ry~indrt Ruls 5.5(0) exrecl: done ,/ pnlr,: !l}/.li/'~7. '.•L~G~CCss~~s%P,'"-J ~~". \drnr.: Nilltnm F. fhtuiolr. ^1 !!r{rirn,:::: ~~n.. tt.•nl lh gh :a +rnt i., Cnpsrity' ='.nuncnl for l:~cnennl tr•pccncoial;vc Page 1 of I "p(H1B1''~ ~i httpa/1'ecords.ccpa.net/weblinlc~ublic~rint/ImageDisplay.aspx?cache=yes&sessionkey=... I I /30/2009 HARRISBURG DISTRICT OFFICE STRAWBERRY SO 4TT{ S. WALNUT STS HARRISBURG PA 17L?8-0101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-869F0 AFP i0i-06) DATE: 6/12/2008 JUNE E SHOWERS 938 BALTIMORE PIKE GARDNERS PA 17324 Estate of: BRANDY RACHEL I Date of Death: 9 /7/ 19 9 7 File Number: 21 9 7- 0 8 2 7 tCertified Mail-Return Receipt Requested) Dear JUNE E SHOWERS A review of Department records has disclosed that you are responsible for the settlement of the above estate, or that you represent the responsible party. As of this date, you have failed to respond to prior contacts to resolve this matter. This is to again advise you that the above estate is in a delinquent status. According to Department records, as of this date, the estate is still not settled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative of the estate or a transferee within nine month of the decedent's death. The Department's records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return has been filed, it is important that you contact us immediately. If this estate was opened for the purpose of filing a lawsuit, please provide this office in writing with the term and docket number of the lawsuit so that we may postpone any further action. This notice shall serve as a formal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may institute legal action requiring you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalty and/or incarceration by the Orphans' Court of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS AGENT lease Sincerely, . Any questions regarding this estate, p Anastasia D i B a r t o l o m e o CONTACT: 1717)787-3863 HARRISBURG DISTRICT OFFICE cc: STRAWBERRY SQ 4TH ~ 'WALNUT' STS HARRISBURG PA 17128-0101... ~XHI BIT 8 (IARA19nURG DISTRICT OFFICE STRAWBERRY. dTN & WALNUT IIARRISIIURG PA 17128-D(tJl JUNE E SHOWERS 938 BALTIMORE PIKE• GARDNERS PA 17324 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DATE: Estate of BRANDY RACHEL I Date of Death: 9 / 7 / 19 9 7 File Number: 21 9 7 - 0 82 7 . '- 'teturn Receipt Requested) §~RR6ceived by (PiflJrted Narrl~j Y ' ~ C. Date of Deli D. Is dedvery address different from item 1? ^ Yes If YES, enter delivery address bebw: ^ No ;for the settlement ;ate, you have felled us. According to ~~~~ 93tf tSALI Imvrc~ rn 3: ~eType GARDNERS PA :17324 q~~ertifled Mall ^ Express Mail . . O Registered D Return Receipt for Merchandise ?and payment Of 21 97-0827 DIBARTOLOMEO ~ ^ Insured Mad ^ c.o.D. ~feree within nine 4. Restricted Delivery? (Extra Fee) ^ Yes ... ;te remains open 2: Article Number _ D (rrarrsfer from sr~Plce rebel).. 7 ~ d 7 2 6$ a ~ OlJ 1 4 5 3 5 512 ;FILE . PS Form 3811, February 2004 Domestic Retum.ReCeIISt' ~ ,ozsse-oz-M-,edo ~iately, If this estate tr the return ua~ vocu ~ ~~~~ g •.. •-•-~--: -lease ~ rovide this office in writing with the term was opened for the purpose of filin a lawsuit, p p .....:. and docket number of the lawsurt~sn,rt,ar,,w~'~mav~rcLCinnnP.a„~, fi"~thetr_.afr+,^n R:_.:~~:a'_ ~. ~ • This notice shall serve as a slg ~ " `'=> `` z....:.~... ~%G~' Revenue. If you fail to file the re} ~ corripi:ir~a: -2~ and 3. Also complete- ~ p i+a~`;;:: tnd}~ Oel(ve is desired:. ddressee appear in court t0 show cause for; ~ P n ~uR~.am~.~~$ddress on the reverse C. Date of Delivery this matter could subject you to ad so that we:=iefiim the card to you. B. Race by (Printed Name) ~ C u at b e r 1 a n d County . ^ Attach this Ca . .to the back of the mailpiece, ~ , n r•~ / $ or on the,tPon~pace Permits. D. Is delivery address differerltfrom item 1? ^ Yes RETURNS SHOULD BE FILET 1. Article Addre53ed ~°' It YES, enter dedvery address below: o No MADE PAYABLE TO: REGIS' ~, . Any questions regarding this estate wILUAM s DANIELs CONTACT: 1 W HIGH ST STE 205 3. Se Type CARLISLE PA 17013 ~~'~Ce~rtified Mall ^ Express Mad HARRISBURG DISTRICT OFf 2197-0827 D1Bp,RTOLOMEO STRAWBERRY S Q ^ Registered ^ Return Receipt for MercfTandisa ^ Insured Mall ^ C.O.D. 4TH & WALNUT STS 4 Restricted oeiiveryr Odra ~1 O Yes HARRISBURG PA 17128-O1 2. Article Nlunber Ill p 7 2 6 8 Q ~ (1 Q 1 4 ~ 51 5 9 41 (rrarlsler from service labeil taz5es-o~~rd-~ e4o . PS Form 3811, February 2004 ' Domest~ Return Receipt . rJCI-II ~jT B TN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF RACHEL I. BRANDY, DECEASED ORPHANS' COURT DIVISION NO 21-97-0827 ORDER AND NOW, this ~ ~ ~ day of ~Q~, 2011, upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, June E. Showers, Executrix, for the Estate of Rachel I. Brandt, deceased, are hereby cited to be and appear at Courtroom No. ~ , on the 7 day of /yirA ~ , 2011, in the Courthouse of Cumberland County, Pennsylvania, at /Q ~ Q /qF .m., then and there show cause, if any there be, why the Inheritance Tax Return in said estate should not be filed; and to further direct that the cost of this action be borne by the s ; ,_, trix. /j Orphans' Court Division Judge ~~ ~ ~ ^' •...+~'~.~ ..y ~~ '7l ~ .~ h% t~ tF ~ ~.>; l~'~ s: ^'~ ~~ ~~ In Re: RACHEL BRANDY ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 97-0827 ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: CERTIFICATE OF SERVICE OF ORDER 03/24/11 IN ~; ORDER SERVICE TO: WILLIAM DANIELS JUNE SHOWERS METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 03/25/11 ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ® CLERK OF ORPHANS COURT SERVICE TO: PA DEPT OF REVENUE METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 03/25/11 ENVELOPES PROVIDED BY: ® PETITIONER JUDGE ^ CLERK OF ORPHANS COURT r Deputy Clerk of Orphans' Court Q G~ __ ..i • ., '- ~~ ~-_ STATUS REPORT UNDER RiJT F 6,12 Name of Decedent: ,~/ ~~ ~ ' Date of Death: w ., , fistatc No. / y'g ~ .- ~~ ~ Z . . Pursuant to Rule 6.12 of-thc Supreme Court Orphans' Court Rules, Y report the following with respect to completion of the administration of the above-captioned estate: 1.. State whether administration of the estate is complete: Yes j~ ~ No ~ . 2. If the answer is No, state when the personal representative reasonably believes that the administration will be.complctc: 3. If the answer to No.~ 1 is-Yes, state the following; a. Did the personal representative file a final account with the Court? Yes ^ No [~ ~~~ . b. The separate Orphans' Court No. (if any) for the pcrsonal rcprescntativc's accou~}t is' . ~ . • c, Did the personal representative state an account informally to the parties in interest? Ycs ^ No [] c. .Copies of receipts, releases, j oindcrs and approval 'of formal or informal accounts maybe filed with the Clerk of the Orphans' Court y be attached to this report. ~~ ~ Date: ~ ~ /~ .. . ' .~-~-~-~ ~'7 u'~z. Signature ~- Name c- _ ~ ,~ - HUMER b DANIELS . , `~` ~-? `~ Y ` 1 WEST HIGH ST, STE 205 c:~ ~ , ~ ~ ~~ ~-- A c~ ___ ~.~ . Telephone No. Capacity: Personal Representative Counsel for pcrsonal representative Register of Wills o~ Cumberland County „._ ,~, ~ ~~~. 'i .. ~. ~., ~,' ~~ i _ ~ `. IN THE COURT OF COMMON PLEAS ~ ~ 1~ ~ ~~ ~~,~ ~,~'` ` ~ r ~ ,, ,-~. CUMBERLAND COUNTY, PENNSYLVANIA `~^~' ,; ,- _ .. IN RE: . ORPHANS' COURT DIVISION ESTATE OF RACHEL I. BRANDY, DECEASED NO. 21 97-0827 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills: The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Executrix of the Estate filed the inheritance tax return. DATE: May 5, 2011 ~--''`~ ~~ ~,,,' ~~~^x"11 Lori' A.`-~ulick `" Attorney for Petitioner PA Department of Revenue Office of Chief Counse]_ P.O. Box 281061 Harrisburg, PA 17128-]_061 Attorney I.D. No. 6943Ei ~' IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ' ORPHANS' COURT DIVISION ESTATE OF RACHEL I. BRANDY, DECEASED NO. 21 97-0827 ORDER OF COURT AND NOW, this /V~ day of m~q ~ 2011, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the Citation is discharged upon payment of costs by the Estate. BY TH Judg , ~\ l _._ ` ~.'. i Tl ~ _ _ 1 C T? ~~ Z: c- TJ .~... '="Cli ;jam ~. _ ~ ~- N ~~.:Ti ~~ Q cn I ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY In Re: RACHEL BRANDY PENNSYLVANIA N0.97-0827 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: OS/11/11 JUDGE'S INITIALS: TIME STAMP DATE: OS/11/11 ~ ~: ORDER SERVICE TO: PA DEPT OF REVENUE WIL IAM DANIELS JUN SHOWERS METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 05!12/1 ] ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Deputy Clerk of Orphans' Court ~,~,r.r••- rrJtf~' TICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL rax~~~' ~-a~~'^~ NT, ALLOWANCE OR DISALLOWANCE: INHERITANCE TAX OIYISION L}C _ r -t--' ~' "D F~I~I~L~UCTIONS AND ASSESSMENT DF TAX PO BOX 280601 !}'-~•- `-"--~' - ', -'•-l HARRISBURG PA 17128-0601 CLER#f CF GRr-{:Nv`S CC~I,~E~T ~r ~~ ~",~~ ~f~. PA WILLIAM S DA ~'LS-''-.r.~~<< ,.. , STE 205 1 W HIGH ST CARLISLE PA 17013 Pennsylvania i ~~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-10) DATE 07-12-2011 ESTATE OF BRANDY RACHEL I DATE OF DEATH 09-07-1997 FILE NUMBER 21 97-0827 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-10-2011 (See reverse side under Objections ) Amount Remitted C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !- REV-15 47 EX AFP {12-10) NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLO WANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX ESTATE OF: BRANDY RACHEL IFILE N0.:21 97-0827 ACN: 101 DATE: 07-12-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) ~1) 67,:500.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) I2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 „?94 .81 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) ~7) .00 8. Total Assets (B) 72,594.81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 16.75 0.4 3 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,414.17 11. Total Deductions X11) 19, 164.60 12. Net Value of Tax Return X12) 53,430.21 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 53,430.21 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 53.430.7] x 06 = 3,205.81 17. Amount of Line 14 at Sibling rate C17) .00 X 0 0 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (19)= 3,205.81 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 12-05-1997 AA242519 160.29 3,355.00 TOTAL TAX PAYMENT 3,515.29 BALANCE OF TAX DUE 309.48CR INTEREST AND PEN. .00 TOTAL DUE 309.48CR • IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY B~ FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. '` ' ~ Register of Wills o>F Cumberland County ~; , ~• STATUS REPORT UNDER Rtn-F 6, l2 Name of Decedent: ~ , • ~`~'~'=~~~ L --~-_ Date of Death: • ,~ . ~ •~, . Pursuant to Rule 6.•12 ofithe 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: Yea ^' No • 2. If the answer is No, state when the personal representative reasonably believes that ' , ~ the administration will be,eompletc: .~ / ~~ ~./I 3'. If the answer to No. 1 is Yes, state the following: a. 'Did the personal representative'filc afinal account with the Court? Yes ^ No ^ ~, . ; b. The separate Orplians' Court No. (if any) for the personal representative's account is; , ' . • c. Did the personalrrepresentative state nn account informally to the parties in intereat7 Yes ^ No ^ c, .Copies of receipts, releases, joinders and approval'of formal or informal accounts maybe filed with the~Clerk of the Orp s ourt and maybe attached to~this report. / ' ~~.._ G• ~ :.a - t- -: - ~- :- -- _ - ,, ~._<,- '~ ~ ._ C, _ - C.T'c ~ '~ Cl .... L~ ~-~ ' -, _J C~ -. c ~ ~i,__ :..~ _ t_t. _. --.- ~l r Signature HI~rIER ~ DANIELS . , . 1 WEST HIGH ST. STE 205 A`Qtitti;3~- ~? -zY3 -'3P31 Telephone No. ~ ' Capacity: ^ Personal Representative ,~ Counsel for personal representative , ~~~~ BUREAU OF IND t- /~r~ INHERITANCE 7Ax D VISIDNL TAXES ~~1. ~ -- ~ ' Po Box zaosol ' ~ ~~~€I T NARRISBURG PA 17128-0601 A N CE TAX ~~~,~, . u_`~TAt~!~~NT OF ACCOUNT ;~ C~~K ~~ STE L205 S DANIELS 1, ti O~~ js~ ~~~ ~p 1 W HIGH ST CARLISLE PA 17013 i Pe: ~~ylvania ~ DEP RTMENT OF REVENUE Rte- 607 EX AFP (12-10) DATE ESTATE OF 09-12-201 DATE OF D BRANDY EATH 09-07_19 7 FILE NUMBER 21 97_08 7 COUNTY CUMBERLAN ACN 101 A^~ ~ Kemittld MAKE CHECK PAYABLE AND REGISTER NorE: 1 COUR7HOUSEWSLLS To ensure proper credit to QUARE CUT ALONG YOUr account CARLISLE Pq 17013 ~"`^^•^..~~~o~S LINE ~ submit the upper REV-1607 EX Abp""`~^^ ~" RETAIN portion of this (12-1$j°p~^ *** ^....~ OWER PORTION FOR YOUR RECORDS form wi' IN~IER~~ANLE~~fa3c~ S~A~1lEMEN~'I~~pF' ACCOUNj'^•••:~ • ESTATE OF:BRANDY THIS STATEMENT PROVIDES CURRENT SRTATUSEDF *** TAX DUE, APPLICATION OF I FILE Np. ' 21 97- ALL PAYMENTS, THE STATED 0827 ACN: 101 THE CURRENT ACN IN THE NAMED BALANCE, AND, IF ESTATE. BELOW IS APPLICABLE, A SUMMA DATE OF A PROJECTED IN1 LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-05-2011 PRINCIPAL rqX DUE: PAYMENTS CTAX CREDITS); PAYMENT DATE RECEIPT NUMBER INTEREST/PUNT (+) 12'05-1997 AA242519 EN PAID (-) AMOUNT PAID 08'25-2011 REFUND 160.29 .00 3.355.00 309.48_ TOTAL TAX PAYMENT BALANCE OF TAX DUE INTEREST AND PEN. IF PgID AFTER THIS rorAL DUE IF TOT DATE, SEE REVERSE SIDE AL DUE IS REFLECTED AS FOR CALCULATION OF FOR INSTRUCTIONS. A "CREDIT~~ [CR) ADDITIONAL INTEREST. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOI RACHEL I''r PAYMENT T0: ;h Your tax payment. qlE: 09-12-2011 1''OF THE PRINCIPAL REST FIGURE. 3,205.81 3,205.81 ~~ .00 -~~ .00 ~~ dH I ^o Pa. O.C. Rule 6.12 S/TATU REPORT REGISTER OF WILLS OF~'~~~ ` ~3~/ COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: File Number:_~~~ '"`~ c~"~ T Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: l . State whether administration of the estate is complete :.................... ^Yes ,~'No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~-~ .2~~ Z 3. If the answer to No. I is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^Yes ^ 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 accoun ay be filed with the Clerk of the Orphans' Court and may be attached to this report. Signn~ure ojPerson Filing this Form V1 ~ Q a. v ~ - ~ci ~`' _~ ' ~ a' -r~U ' C ~ ) _ r ~ ~ .:r7 - -- L~. _ ~'-? Cri ~ ~ ~ am ' u~ ~ c ., _ ~- * a O r., r°~s Form RW-/0 rev. !0.13.06 Capacity: Personal Representative Counsel Nnme ojPerton Filing This Form - HUMER & DANIELS Ad CARLISLE, PA 11013 05 ~ ~ yv 3 ~~/ Telephone Pg. O.C. Rule 6.1//2 STATUS REPORT REGISTER OF WILLS OF rG( COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: File Number: L� �°� 7 5 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . .. . . . . ®Yes No 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 O No b. The separate Orphans' Court No. (if any) for the personal r representative's account is: c. Did the personal representative state an account infdrmally to the parties in interest? . . . . . . . . . . . . . . 1]Yes C-1 No d. Copies of receipts, releases,joinders and approvals of formal or informal ac s re r s may be filed with.the Clerk of the Orphans' Court and may be attached to thi ti port v O w !— .... Signatur<ofPtrron Filing this Fqrm ' rte' Capacity: *sonal.Representative �Counsil r T 1. Hasn't of Person Filing this For n Address �i-I4�YE�l'- -/MLLO .- .. L&I t - 1 WEST HIGH ST. STE. 205 GAP' S1 PA in 11ula Telephone _ 1 N Fonn RW-10 rev. 10.11.06 (� Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ��IA r?=> �2�sZ:.�a�COUNTY, PENNSYLVANIA Name of Decedent: ( F ., gt,4 i C1 Date of Death: l File Number: / 9 Pursuant to Pa. O.C.Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . ❑Yes �No 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. I is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . ❑Yes ❑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 El No d. Copies of receipts, releases,joinders and approvals of formal orinfoprial accounts may be filed with the Clerk of the Orphans' Court and may be art to t s report. Date C`- Signature of Person Filing! ornl <x � Cr1 �- tv Capacity: ❑Personal Representative gCounsel r—� _ u C> � r / 2'l�v�z lCl O L _ Ntune ofPerson Filing this Form L j _j Q (V ' LL W hJ .J Q R» AdAress W � � " 0- K' I NEST HIGH ST,ST£205 G9 ,CD C=. �i /� o co. / 5/ _,Q._Zi e s —3 3 Mephor�le Faun RW-10 rev.10.13.06 �y,�, Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 RECORDED OFFICE OF Phone : (717) 240-6345 REGIS- Cc ""I�S RE�.•��Ei.� . 20111 AUG 20 AP, 9: 13 CLEI X< , ORPHAN'S COURT CUMBERLAND CO., PA Date : 8/18/2014 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of BRANDT RACHEL I File Number: 1997-00827 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/07/2014 Please feel free to contact this office with any questions you may have . If you have already filed your Status Report, please disregard this notice . Sinc re Lisa M. Grayson, Esq. Clerk of the Orphans ' Court