HomeMy WebLinkAbout07-13-09 15056051058
REV-'I 5OO EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
IN
PO BOX 280601 HERITANCE TAX RETURN ~`~
21 ~
C>_ ~ _(;~'~
Hanisburg, PA 17128-0601 _
RESIDENT DECEDENT 6659-
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
203-10-9307 03/15/2009 06/25/1921
Decedent's Last Name Suffix Decedent's First Name MI
Brubaker Frances
L
(If Applicable} Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Retum 2. Supplemental Return 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate ;' 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9713(A)
between 12-31-91 and 1-1-95) (Attach 5ch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0:
Name Daytime Telephone Number
Marvin Beshore, Esquire (717) 236-0781
Firm Name {If Applicable)
Law O~ces M. Beshore
First line of address
130 State Street
Second line of address
P.O. Box 946
City or Post Office State
Harrisburg PA
f7
REGISTER OF WILLS US~ON[~
- '_.~
~'7
_.
-1
' - "'7
~: • ' ; . .
.. )
( - ~rl
r -~
_ .y
DATE FILED ~''
ZIP Code
17108-0946
Correspondent's a-mail address: MBeshore@beshorelaw.COm
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, corre d complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR F ER ON PO 5}B4E FOR FILI G RETURN D qTE
ADDRE ~ / 2 ~/O~
669 Gatyl~er Road, New Cumberland PA 1
130 State Street, P.O. Box 946, Harrisburg, PA 17108-0946
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
~,
r -:
C.J
~ :' -
15056052059
REV-1500 EX
FfanCeS Decedent's Social Security Number
Decedent's Name.
L Brubaker
203-10-9307
RECAPITULATION -
1. Real estate (Schedule A) . ............
................................ 1.
2. Stocks and Bonds (Schedule B) ..........
............................. 2,
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3,
4. Mortgages & Notes Receivable (Schedule D) ......
...................... .
4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .
5
.......
.
53,133.28
6. Jointly Owned Property (Schedule F) Separate Billing Requested
6
.......
.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G)
Separate Billing Requested........ 7.
8. Total Gross Assets (total Lines 1-7) ........
............. .
..... ....: ' 8.
53,133.28
9. Funeral Expenses & Administrative Costs (Schedule H).
.... .
~~~~ '~'~~ 9.
5,915.50
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..............
10
. .
.
11. Total Deductions (total Lines 9 & 10) .
6,267.75
.................................. 11.
12,183.25
12. Net Value of Estate (Line 8 minus Line 11)
......... .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12
40,950.03
an election to tax has not been made (Schedule J)
....................... .
13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ..
............... .
.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
• . • .. 14. 40,950.03
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable 15.
at lineal rate X .0 45
17. Amount of Line 14 taxable 16. 1,842.75
at sibling rate X .12
18. Amount of Line 14 taxable 17.
at collateral rate X .15
18.
19. TAX DUE .........................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
1,842.75
15056052059
REV-1500 EX Page 3
Decedent's Complete Address: File Number
21 08 0699
DECEDENT'S NAME
Frances L Brubaker DECEDENT'S SOCIAL SECURITY NUMBER
STREETADDRESS 203-10-9307
Mallard Run, APt. 508
cITY
Camp Hill STATE zIP
P'q 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments (1) 1,842.74
A. Spousal Poverty Credit
B. Prior Payments 1,700.00
C. Discount
89.47
3. Interest/Penalty if applicable Total Credits (A + B + C) (2)
D. Interest 1,789.47
E. Penalty
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal Interest/Penalty (D + E) (3)
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. (4)
(5) 53.28
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5B) 53.28
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:
es
a. retain the use or income of the property transferred :............... No
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? ........................................................................................................................ ^
a
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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin sous
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)], g p e
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does n_ of exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (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 four and one-half (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 twelve (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.
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
wink yr
Frances L. Brubaker
FILE NUMBER
21-09-0509
Include the proceeds of litigation and the date the proceeds were received by the estate.
All orooartv inin+Iv_n~,..,.d ..,:.~ _._~. _~ . .
EV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CJIHIt Ut'
Frances L. Brubaker
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-09-0509
Debts of decedent must be reported on Schedule I.
ITEM
DUMBER DESCRIPTION
A• FUNERAL EXPENSES: AMOUNT
t' VFW Post 7415 (funeral food)
2• Richard V. Brubaker (funeral food) 450.00
3. Bonnie Brubaker (pastor fee) 50.00
60.00
B. ~ ADMINISTRATIVE COSTS
t • Personal Representative's Commissions
Name of Personal Representative(s) Richard V. Brubaker 2,500.00
Social Security Number(s)/EIN Number of Personal Representative(s)
street address 669 Gaumer Road
city New Cumberland state PA Zip 17070
Year(s) Commission Paid:
2. Attorney Fees Marvin Beshore, Esquire -Law Office of Marvin Beshore
2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State Zip
Relationship of Claimant to Decedent
4. Probate Fees $128; Inheritance Tax Return $15; Inventory 158.00
5• Accountant's Fees $15.0 0
6. Tax Retum Preparer's Fees
~• Patriot News -Publication of Estate -Notice
92.50
Cumberland Law Journal -Publication of Estate -Notice
75.00
M. Beshore -expenses (photocopies, fax, mail, etc.)
30.00
TOTAL (Also enter on line 9, Recapitulation) $ 5,915.50
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
___... _ ..... ... ........ ..~ .~~c oauic a:cej
ESTATE OF
Frances L. Brubaker FILE NUMBER
21-09-0509
Report debts incurred by the decedent orinr r~ do~tti ,.,ti,.ti ...__:__~ ..__ _. , ...
REV-1513 EX+ (9-00)
SCNEDIJLE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Frances L. Brubaker
21-09-0509
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 ~ Richard V. Brubaker, 669 Gaumer Road, New Cumberland PA 17070 Son
30%
2~ Kenneth A. Brubaker, 55 School Street, Mayfield, NY 12117 Son o
30 /o
3• Charles F. Brubaker, 594 Old York Rd, Lot 32, Etters, PA 17319 Son
30%
4• Tina M. Bruner, 150 Fecco Street, Cocoa, FL 32927 Grandchild o
10 /o
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space Is needed, insert additional sheets of the same size)
,~
Poor Richard's Ruto Sales 717-774-1485
,nmerce
Bank
0184021NY1N00005423
Commerce Bank/Harrisburg N.A.
P.O BOX 4999
Harrisburg, Pennsylvania 17111-0999
1-688-937-0004
FRANCESLBRUBAKER
BONNIE E BRUBAKER
669 GAUMER RD
NEW CUMBERLAND PA 17070
p.3
•:~--~
rl i! .
.,~_.~ .,
// ; _.. -
CGLii - .. % -1 r
-t- ~G6..-71 ~ - 8 i
_ -_,_ ..~
`` - .. `
We're here 7 days a week, 24 hours a day at 1-888-937-0004. - '
PERSONAL ULTRA MONEY MARKET 0538095506
Statement Balance as of 03110/09
Plus 2 Deposits and Other Credits
Less 4 Checks and Other Debits
Less Cycle Service Charges
Statement Balance as of 04/13!09
~~-
Transactions By Date
513,764.03
$330,40
$6,078.99
$ t2,00
$8,003.44
Date Description Debit Credit Balance
03/16/09 CHECK#511 $50.00 $13,714.03
03!19109 SUBSTITUTE CHECK # 513 $5,845.36 $7,868.67
03/31!09 CHECK # 515 $80.00 $7,788.67
04101!09 DEPOSIT $324.59 $8,113.26
04!01/09 CHECK # 514 5103.63 $8,009.63
04!13109 INTEREST PAYMENT 55.81 $8,015.44
041131D9 CYCLE SERVICE CHARGE $12.00 $8,003.44
---- - ----- -- -------- Tf~ ~,... ~ /~
-?M~ "~-~C<U-.cr ---
~Check Transactions
Number Date Amount Number Date Amount Number Date Amount
511 03!16 $50.00 514 04101 $103.63
513' 03119 $5,845.36 515 03/31 $80.00
Items denoted with an "E" are electronic entries and wi{I not have a check image.
Interest Summary
Beginning Interest Rate 1.qg°/,
Number of Days in this Statement Period 34
Interest Earned this Statement Period $5,g1
Annual Percentage Yield Earned this Statement Period (APY) 0.67%
Interest Paid Year to Date $83.22
,~~
i~
~~ ~:
,;,,, , .
4 ',.
003 Cycle 2 Page 1 of 2
NOTES SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDiC
~mmerce
Bank
0184021NY7N00009571
BONNIE E BRUBAKER
669 GAUMER RD
NEW CUMBERLAND PA 17070
Commerce BanklHarrisburg N.A.
P.O BOX 4999
Harrisburg, Pennsylvania 17111-0999
1-88 B-937-0004
/ / ! 4JL~v
We're here 7 days a week, 24 hours a day a1 1-888-937-0004.
TOTALLY FREE CHECKING 0538098492
Statement Balance as of 02/25109 $35,563.65
Plus D Deposits and Other Credits $0.00
Less 10 Checks and Other Debits 51,045.94
Statement Balance as of 03!25!09 $34,517.71
Transactions By Date
Debit Credit Batanee
Date Description
$26.50 / 535,537.15
02(26!09 CHECK # 158
00 ~
$85 535,452.15
03102109 GHECK # 160 .
$246.00 ~ 535,206.15
03/04/09 CHECK # 154
44 ~
$16 $35,189.71
03119109 CHECK # 164 .
~
540.17 535,149.54
03.'19'09 CHECK # 163
$75.00 '~ S35,D74,54
03119109 CHECK# 162
19 ^~
$16 535,058.35
03120109 CHECK # 167 .
14•
564 $34,994.21
03/23109 CHECK# 166 .
00 .~
$450 $34,544.21
03/23109 CHECK # 168 . _
1
$26.50
~ 534,517.71
~
03125/09 CHECK # 16 ~.._ --
~
iCheck Transactions
Number Date Amount Number Date Amount Number Date Amount
154 03!04 $246.00 162 03119 575.00 .167 03120 $16.19
158' 02/26 $26.50 163 03119 $40.17 168 03123 $450,00
160' 03102 S85.00 164 03119 $16.44
161 03125 $26.50 166' 03123 564.14
Items denoted with an "E" are electronic entries and will not have a check image.
k.~_~-
~, ~ ~
~,,,,~
i
Page 1 of 2
009 Cycle 2
Member FDIC
NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION ----- - -
May 26 09 03:16p Poor Richard's Ruto Sales 717-774-1485
.~
;~ ~
p~' rv
5'~ ~
iit i
~..
L~u..i
r
r R.r
c 0
S/
ti
C
T. m
G O
T
it : •
f_
c r
~ O
m ~
G
r
~~r
;F
,::}
O~S--1
'rimm0
z ~ , y I
~~ ~ a
f ~ ~ d
c ~ ~ a
m ~ ~ ~
~ c
~ ?a~D
a ~ ~
v ~ m
D ~
a
v >
o z
o m
N
r
L~
Z "~,
~Z
m
~~.
mG
D
.~
Z
D
'~
n ~
°' ~' D
3 ~r
-a r r
_~~
= C ~
Do Z
d
Q
v
I O
I J
i 'A
~ N
J
i
I
R
(7
~ A
~ N
A
• ~
v
0
d
N
n
4 m
~ N
N ~
v Z Nm
v ~ o
O
O
:~J
_~/
p.3
~`~„
~ v;~~;
D
~ '~ -
= z ;'
~ '
~om~ m ,..~~ L, -
O
2
i O ~ N O !
~p m~rvmi N O~D ~- •:~` l
~ ~~oOD D Z=Z
t' C'} G7 A "'~ Z Z
r ~ y''."' m o ~~D ~•
o, a c n Z ~~~ ~
Oc7 3 2 0 ~,,.~ N D e--1-
~ mmDm Z ocfl~ -Z ~;
D 70 ~ N N .'
Z O m D ~ op C.
~C7GC~ Z Op ~ _.:
`~ sz
d
O oa m m (~
N ti.
'~ v ~ -~,
r ~ D ~ ~ -.
IL ,~
T~ ~ ~ ~
"'~ IT J * Z ~ ~ '
IV 1 n
~ ~ v * ~ r
~.y
V
~ ,y~ ;~k
~J.i ; O dp
11 I ~
D
p ~ n m m~ 3 -
r ~ aso~
~ o ;~ma
S
w 0 ,C = A 1
a c ~ s ~ ~~.
W ~ ~ °' _
- \ .Ft '.
o >
\ ~ i.
o ~ N ~';
`p a m
_.
< z _~.
i He 0 O ,-
o _:
-'~
* D ~
„~ _ ~ o -
W m -
~' m -~
~ .-
w ~ ~ r ~ --
C ~ v Q~ - .
tJ'l
~ ~ :,::;
00 N ~ la,.?p',
LAST WILL AND TESTAMENT
of
FRANCES L. BRUBAKER
I, FRANCES L. BRUBAKER, of the Township of East Pennsboro, County of
Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making void all former wills and codicils by me at any time heretofore
made.
1. I direct that the expenses of my burial and all my debts be paid as soon after my
death as may be convenient to my Executor or Executrix hereinafter named.
2. I nominate, constitute and appoint my husband KENNETH V. BRUBAKER to be
the Executor of this, my Last Will and Testament. If my husband does not survive me, or is
unable or unwilling to serve for any reason, I nominate, constitute and appoint my son,
RICHARD V. BRUBAKER to be Executor hereof.
3. I give all of my property, real personal and mixed to my husband, KENNETH V.
BRUBAKER, if he survives me by more than thirty (30) days.
4. If my husband does not survive me by more than thirty (30) days, I give all of my
property, real, personal and mixed as follows: (1) to my son RICHARD V. BRUBAKER, I give
30% of my estate, if he survives me; (2) to my son KENNETH A. BRUBAKER, I give 30% of
my estate, if he survives me; (3) to my son CHARLES F. BRUBAKER, I give 30% of my estate,
if he survives me; and (4) to my granddaughter, TINA M. BRUNER, I give 10% of my estate. If
any of my sons do not survive me, I direct that such son's share be divided among those sons
Jl, 2 ~3
who do survive me.
5. I give to my Executor the following powers which are to be construed in the
broadest manner consistent with validity and their duties as fiduciaries. I give the powers stated
herein, in addition to those granted by law, and I give them to Administrators and Trustees who
succeed the fiduciaries I have appointed.
a. To retain any or all of the assets of my estate, real or personal, without
regard to any principle of diversification or risk.
b. To invest in all forms of property, including stocks, common trust funds
and mortgage investment funds, as they deem proper without regard to any principle of
diversification or risk.
c. To sell at public or private sale, to exchange or to lease, for any period of
time, any real or personal property and to give options for sale, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
d. To allocate receipts and expenses to principal or income or partly to each
as they from time to time think proper.
e. To borrow money from any person or institution, and to mortgage or
pledge any or all real or personal properly as my Executors or Trustees, in their sole discretion
shall choose, without regard for the diapositive provisions of this instrument.
£ To register securities in street name or in the name of a nominee or in such
manner that title shall pass by delivery and to vote, in person or by proxy, securities held
hereunder and in such connection to delegate discretionary powers.
g. To compromise any claim or controversy.
- 2 -
~ ~ /3
h. To choose the optional valuation date for federal estate tax purposes.
i. To exercise any law-given option to treat administrative expenses either as
income or as estate tax deductions, without regard to whether the expenses were paid from
principal or income.
To exercise any law-given option to pay death taxes in installments, the
payment of interest due on such installments to be a charge against principal.
k. To make distribution in cash or in kind, or partly in cash and in kind, and
in such manner as they may determine, and at valuation finally to be fixed by them.
6. Death taxes: All federal, state and other death taxes payable on the property
forming my gross estate for those purposes, whether or not it passes under this Will, shall be paid
out of the principal of my probate estate just as if they were my debts, and none of those taxes
shall be charged against any beneficiary. This provision shall not apply to any property over
which I have a general power of appointment for federal estate tax purposes.
7. To the extent that such requirements can be 1_egally waived, I direct that my
Executor shall not be required to post bond or give any security in connection with their duties
hereunder, whether in the Commonwealth of Pennsylvania or any other jurisdiction.
IN WITNESS WHEREOF, I, FRANCES L. BRUBAKER, have hereunto set my hand
and seal to this, my Last Will and Testament which consists of ~ typewritten pages, this ~~
day of , 2006.
- 3 -
., ,~ ~
FRANCES L. BRUBAKER
~~8~
Signed, sealed, published and declared by the above-named, Frances L. Brubaker, as
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 hereunto subscribed our names as witnesses.
of `T6 ~7~y~
W tness `/ ~ ~~/ ~7~~ b
~~ ~i'~ of ~, ~~~lYaei2 17~rr~
Witne 1~t~~-~, P~ ~1 ~~
- 4 -
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
ss.
COUNTY OF C~~~~-~ )
I, FRANCES L. BRUBAKER, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed this instrument as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
FRANCES L. BRUBA R
Sworn or affirmed to and acknowledged before me, by Frances L. Brubaker, this°~~
day of , 2006.
Notary Public
COMMONWEALTH__OF PENNSYLVANIA
Notarial Seal
Anne Marie Beshore, Notary Public
City of Harrisburg, Dauphin County
My Commission Expires Apr. 5, 2008
Member, Pennsylvania Association of Notaries
- 5 -
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
ss.
COUNTY OF ~~~~-~~ )
We, `7yj~1//~/ .~~5}t~' and ~/~~G~~-,~"~ ~~~~/, the witnesses whose
names are signed to the attached and foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw the Testatrix sign and execute the instrument as
her Last Will; that she signed willingly and that she executed it as her free and voluntary act for
the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the
Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or
more years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by these witnesses, this~~P day of
2006.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Anne Marie Beshore, Notary Public
City of Harrisburg, Dauphin County
My Commission Expires Apr. 5, 2008
Member, Pennsylvania Association of Notaries
- 6 -
Notary Public
MARVIN BESHORE
Attorney at Law
130 State Street, P.O. Box 946
Harrisburg, PA 17108-0946
Email: MBeshore cr,beshorelaw.com
Telephone: (717) 236-0781
Facsimile: (717) 236-0791
Glenda Farner Strasbaugh
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
July 10, 2009
Re: Estate of Frances L. Brubaker
File No.: 2009-00509
Dear Ms. Strasbaugh:
Admitted in Pennsylvania and New York
EIN:03-038654?
Enclosed please find an original and one copy of the Inheritance Tax Return for the Estate
of Frances L. Brubaker. I have enclosed a check in the amount of $15.00 to cover the cost of
filing.
If you have any questions, please feel free to contact me.
MB/tlm
Enclosures
cc: Richard V. Brubaker (w/encl.)
Very truly yours,
.~
1(l~ ~ t~ v.:J
Marvin Beshore ~ ?~ -
-~ , ._
~ --_
- - - ~ .J
,a ...
_ ._
~ .
=~ ..._
OOOloll2.WPD; vl
ui ' :m
A
..
,~
f9'4''~~
~~
~ ~;r
~F m
~~ }
;a1J i ~;. ._..
Q~~~~~It `. ~f
0
w '~
~ Q
O 3 ~ z
2~ w~o>
J
W Q cn ~ N
} x z
m w ~ 0 z
Z z Q m a
j o~n0 ~
~ F- ~ a ~
Q Q ~ m'
~ N
a
~O
3
~ ~
o
~. ~
_y O
.~ .r ~
~~CU ~c•~
v, ~ J, ~ M
~ ~ ~ ~ M
~ p p N O
~ U U ~ ~
0
~ ~ ~ ~ a
~ a ~ o ~
~ -~ .~ U
C7 U U O Cj