HomeMy WebLinkAbout03-0866 PETITION FOR GRANT OF LETTERS
Estate of VERA B. BRANDT No.
also known as
Deceased
Social Security No. 1990.76033
LORi ANN UGLOW
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut RIX
[] Decedent, dated 7/25/88 and codicil(s) dated
RENUNCIATION OF JEAN GREENWOOD IS FILED HEREWITH
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after-execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante rninofitate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
J ' Name Relationship Residence J
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedem was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal
residence at 643 WALNUT BOTTOM ROAD~ SHIPPENSBURG (SOUTHAMPTON TWP) PA
(list street, number and municipality)
Decedent, then 94 years of age, died OCTOBER 12 ,2003 , at CHAMBERSBURG~ PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $ 15~000.00
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $ 50T000.00
Total .................................................................................................................... $ , 65,000.00
Real Estate situated as follows: 643 WALNUT BOTTOM RD.T SHIPPENSBURG~ PA
Wherefore, °etiti0Rer(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
J ,,./'~ Signature
(
Typed or printed name and residence
LORI ANN UGLOW STINGER
144 COLONIAL DRIVE~ CHAMBERSBURG~ PA 17201
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief o~f Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administ~._he e,~tate/~ccordigg~to law. -,~
Sworn to and affirmed and subscribed /,,,Z/~/~ ( ~ ~~
LORI ANN UGLOW STI~ER
before me this ~ day of ~ ~~~ ~_.
N~EMBER, P~3 ~ · /~' ( ~'~~¢
DECREE OF REGISTER
Estate of VERA B. BRANDT
Deceased No.
21-2003-866
also known as
Social Security No: 199076033 Date of Death: 10/12/03
AND NOW, NOVEMBER ? th , 2003 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary I-I of Administration
((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minodate)
are hereby granted to LORI ANN UGLOW STINGER
in the above estate and that the instrument(s), if any, dated 7/25/88
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters ....................................
Short Certificates(s) ....... .1. ......
Renunciation 1 $
Extra Pages( i ) ............... $
I.T.R ....................................... $
JCP Fee ................................. $
Inventory ................................$
Other ...................................... $
$ 115.00
$ 3.00
5.00
3.00
10.00
TOTAL ............................. $ 136.00
Signature ":
Attorney: SALLY J. W, INDER
I. ~,.. ,,~ ?-- ~J-,,., , ¢!
I.D. No: 24705
Address: 9974 MOLLY PITCHER HWY
SHIPPENSBURG PA 17257
Telephone: 717 532-9476
November 7th, 2003
DATE FILED:
Mailed Letters' to Attorney on 11/7/03
RENUNCIATION
Estate of VERA B. BRANDT
also known as
, Deceased
No.
21-2003-866
The undersigned,.SlSTER AND NAMED EXECUTRIX
(Relationship)
(Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters TESTAMENTARY be issued to LORI ANN (UGLOW) STINGER
Witness MY
hand this 7TH day of NOVEMBER 2003
fl ~ ~ ('g )
JI~AN GREENWOOD
14502 SOUTHWEST DIVOT DRIVE~ INDIANTOW FL
(Address)
34956
of
Sworn to or affirmed and subscribed
before me this day of
(Signature)
(Address)
(Signature)
(Address)
Notary Public
My Commission Expires:
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
NOTE:
Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
Fee for this certificate, $2.00
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~'~ocal~egi"~traZr-
;
P 9450283
No.
PERMANENT
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'- Vera B. Brandt ,.Female 3. 199-- 07 --6033 4. 10/12/2003
,~E(t.e.'~y, I uNotn, ~-o~ I --R, DR~ DATE OF .RTH 91F~r HPI.ACE (C,ty ar~l
.. 94 '"'l : I I I~6/20/1909 I,~~.~lA- ....... I~ ~ ~'~
a k ~n ~. Chambersburg ~. Cha~ersburg Hospital t ' '
~ite
,,~ Clerical '~
~TU~
Walnut Bottom Road
,& Shippensburg, PA 17257 m~)
James G. Swanger
~o~ $ ~
Jean S. Greenwood
10/18/2003
~ / /
~. 011776-L
~ ~/~T~
Dorothy B. Boffman
17257
zm~gelsar ~r-Bricke~ F.H., PO Box 336, Shippe~bur~ PA 17257
14502 $.W. Divot Dr.~ Indiantown, FL 34956
Cumberland County,
S~rin~ Hill Cemetery 2,d. Shippensburg, PA
21-2003-866
LAST WILL AND TESTAMENT
I, Vera B. Brandt, a resident of the Township of Southan~pton, County of
Cumberland and Conmonwealth of Pennsylvania, being of sound mind and memory, do
make, publish and declare this to be my Last Will and Testament, hereby revoking
any and all Wills by me heretofore made.
ITEM I: I hereby direct my executrix, hereinafter named, to pay all my
just debts and funeral expenses as may conveniently be done after my decease.
ITEM II: I give, devise and bequeath the real estate which I now reside
in to my sister, Jean Greenwood.
ITEM III: I give, devise and bequeath all the furniture contained in the
home where I reside to my niece, Lori Ann Uglow.
ITEM IV: I give, devise and bequeath the full sum of Three Hundred ($300.00)
Dollars to the Leesburg United Methodist Church.
ITEM V: All the rest, residue and remainder of my estate, be it real,
personal or mixed, I give, devise and bequeath one-half to my sister, Jean
Greenwood and one-half to my niece, Lori Ann Uglow, or the survivor of them.
ITEM VI: I hereby direct my executrix hereinafter named, to allow my
tenant in the one-half of my house to remove all her property frc~n the house,
including property stored in the attic and elsewhere.
ITEM VII: I hereby nc~inate, constitute and appoint my sister, Jean
Greenwood, to be the executrix of this my Last Will and Testament. In the
event that Jean Greenwood should be unable to serve as executrix for any reason
whatsoever, I then appoint my niece, Lori Ann Uglow to serve as alternate executrix.
IN ~ITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will
and Testament, written on two (2) sheets of paper, dated this 25th day of
July, 1988.
Vera B: Brandt
The preceding instrument, consisting of this and one (1) other typewritten
page, each identified by the signature of the testatrix, Vera B. Brandt was on
the day and date thereof signed, published and declared by Vera B. Brandt,
the testatrix herein na~d, as and for her Last Will, 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.
^~._ ~ L~~--. ~ residing at
~. ~~ residing at
CO~40~ALTH OF PENNSYLVANIA:
: SS
COUNTY OF CUMBERLAND :
We, Vera B. Brandt, ~~~ and ~ ~, ~ ,
the testatrix and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being first duly sv~rn, do hereby declare to
the undersigned authority that the testatrix signed and executed the inset
as her Last Will and Testament and that she signed willingly (or willingly
directed another person to sign for her), and that she executed it as her free
and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the will as
witnesses and that to the best of our knowledge, the testatrix was at that
time eighteen years or older, of sound mind and under no constraint or
undue influence.
Vera B. Br~andt
Subscribed, sworn to and acknowledged, by
Vera B. Brandt, the testatrix and
sworn to before me. Dy
and ~ /~. ~ ~ witnesses, this
25th day of-July, 1988.
O Noa=y ublic
My Cc~nission expires: 4/16/90
Shippensburg Township
Cumberland County
JRD/June 30, 1992/17858
1 ? 200zt
In Re: Estate ofVERA B BRANDT
Late of SOUTHAMPTON TOWNSHIP
Estate No.: 21-03-866
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-03-866
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: LORI ANN STINGER
Counsel for Personal Representative: SALLY J WINDER
Date of Grant of Original Letters: 11-07-2003
Date of Delinquency Notice: 02-02-2004
The undersigned, Glenda Famer-Strasbaugh, Register of Wills, in accordance with Rule
5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court.of
Common Pleas of Cumberland County, 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 certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on FEBRUARY 2, 2004, and that the
ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule
5.6(e) the Court is hereby notified of such delinquency and the undersigned requests 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.
Date: 03-15-2004
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~/~ .,~d 9/ at ~:3d~In Courtroom No. 3. If the
Certification of Notice is fil6/d prior to the hearing date, the hearing will automatically be
cancelled.
Geor~--
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No. Admin. No. c~ [ --(,,) ~.~. ~ ~:~
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) .9.t' the Qrph~ans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 7!/]cf/O~ :
Ne/ne
Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone (?]~ ~'~3r~
Capacity: __~Personal Representative
__~Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004005
UGLOW LORI ANN N/K/A
144 COLONIAL DRIVE
CHAMBERSBURG, PA 17201
ford
ESTATE INFORMATION: SSN: 199-07-6033
FILE NUMBER: 2103-0866
DECEDENT NAME: BRANDT VERA B
DATE OF PAYMENT: 06/03/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 O/12/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $10,545.26
REMARKS:
LORI ANN SINGER
TOTAL AMOUNT PAID'
$10,545.26
SEAL
CHECK//0992
INITIALS: VZ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
i--
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MI
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LU
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME (LAST, FIRST, AND IdIDOLE INITIAL
BRANDT VERA B
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF DEATH (MM-DO.Year) [ DATE OF BIRTH (MM-DD.Year)
10/12/2003 I 06/2011909
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (! AST, FIRST, AND MIDOLE INITIAL)
FILE NUMBER
2 I -0 3 0 8 6 6
commrcooE ~ -- -- '~.~--
SOCIAL SECURITY NUMBER
1 9 9-0 7-6 0 3 3
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~ 1. Original Retom
El4. Limited Estate
O 6. Decedent Died Testate ~ =~wdwa)
[-"] 9. Litigation Proceeds Receded
O 2. Supplemental Retum
O 4a. Futura Interest Compromise
O 7. Decedent Maintained a Livleg
O 10. Spousal Poverty Credit (~ae
-"] 3. Remainder Retum
O5. Federal Estate Tax Retum Required
~ 8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A) ~a~ s~ Ot
THIS SEC~ON MUST BE COMPLETED. ALL CORRESPONDENCE ANn
NAME
SALLY J. WINDER
FIRM NAME (IfAd)
TELEPHONE NUMBER
717 532 9476
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corpora~on. Partnership or Sole-P~hip (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash. Bank Deposits & Miscellaneous Pe;sonal Properly (5)
(Schedule E)
6. Joinlly O~ned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivns Transfe~ & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Adminislmtive Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Lial~lrdes, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
CONRDENTIAL TAX INFORMATION sHOULD BE DI~ TO:
COMPLETE MAILING ADDRESS
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG PA 17257
13. Cha~table and Govemrnentat Bequests/Sec 9113 Tn=ts for which an etectJon to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
91,~00.00
,:
4,548.37
11 726 80 '~'
OFFICIAL USE ONLY
(8)
(11)
(12)
(13)
19,833.20
433.33
107,875.17
20,266.53
87,608.64
300.00
(14)
87,308.64
SEE IN$'i'~rUCTi~NS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of Une 14 taxable at the spousal lax rate, or tmnsfe~ under Sec. 9116 (aX1.2)
16. Amount of Line 14 taxable at rmeal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X (15)
X __ (16)
85,034.45 X .12 (17)
2,274.19 X .15 (18)
(19)
>> BE~ANDRE~TH <<
10,204.13
341.13
10,545.26
,ecedent's Complete Address:
STREET ADDRESS
643 WALNUT BOTTOM ROAD
SHIPPENSBURG
ISTATE PA
IZIP
17257
'ax Payments and Credits:
Tax Due (Page I Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B, Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
10,545.26
10,545.26
10,545.26
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 reversionay 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 Re*Jrement Account, annuity, or other non-probate property which
contains a benefidary designation? ....................................................................................................... [] []
F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
;IGNA~TURE OF PERSON RESPONSIBLE FOR FILING RETURN
~,DDRESS 144 COLONIAL DRIVE~
CHAMBERSBURG PA 17201
~IGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
~.DDRESS 9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG PA 17257
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ requirements fa' disclosure of assets and filing a tax return am 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 0% [72 P.S. §9116(aX1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefldades is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one paront in common with the decedent, whether by blood or adoption.
SCHEDULE A
REAL ESTATE
COMMONWF_ALTH OF PENNSYLVANIA
INHERfrANCE TAX RETURN
ESTATE OF FILE NUMBER
BRANDT VERA B 21 03
O866
Ail real property o~ed solely or as a tenant in common must be reported at fair market value. Fak market value is defined as the price at which propely would be exchanged
between a willing buyer and a willing seller, neither being compelled Io buy or sell, bolh having reasonable blowledge of the relevant facts. Real propelty w~ich is jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
643 WALNUT BOTTOM ROAD, SHIPPENSBURG, PA PARCEL NO 39-33-1883-026
SOLD 12/11/03, COPY OF DEED AND SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on line 1, Recapitulation)
VALUE AT DATE
OF DEATH
91,600.00
$ 91,600.00
.,Dec 0,8 03 0]=59p p.2
TInS DEED
MADE THE .... day of December, in the year of our Lord Two Thousand
(2003).
BI~.TWEEN
LORi A. STINGER. Executrix of the Estnt~ of Vera B. Brnnd/. of Chambersbm-g,
Pennsylvania, hcrcinnftcr called
GRANTOR
AND
DON R. UNRUlt AND JUDY J. UNRUI]. husband and wife, of Shippcnsburg,
Pennsylvania, hereinafter called
GRANTEES
WITNESSETH, that for and in consideration of the sum of Ninety. One Thousand ,~ix
Hundred and 00/100 ($91,600.00) Dollars consideration, in hand fraM, the receipt whereof is
hereby acknowledged, the said Grantors docs hereby grant and convey, in fee simple, to the .said
Grantees, their heirs and assigns, as tenants by 1he entireties,
W~KI~AS, the decedent, Vern B. Brandt, having fir~ made her Last Will and
Tesutment dated July 25, 1988, wherein she did duly appohlt Lori A. Stinger in Item VII of ~aid
Last Will and Testament, and
WHE~, in accordance with thc terms of said Last Will and Testament of Vera B.
Branch duly probated in the Register of Wills Office in and for Cumberlnnd County,
Pennsylvania, Leners Testaments/were issued appointing Lori A. Stinger, Executrix of zhc
Estate of Vera B. Brandt, November 7, 2003
ALL that certain land togelher with the improvements erected thereon situate, lying and
bcmg in Southampton Township, Cumberland County, Pcnnsylvania, and being known 'and
numbered as 643 Walnut Bottom Road, Shippensburg, Penmylvania, and more particularly
bounded and described as follows:
BEGINNING at a point in the middle ofthe Walnut Bouom Road al cort~er nf lands
t~rmerly of Mrs. E. Hoffman, thence with said former Hoffmnn land North 12 degrees 30
minutes We~t 198 feet to a post at a comer at land formerly of Joseph L. Miller, and ofwhich
the property now being descibed was once a part; theme with land tbrmcrly of the aid Joseph L.
Miller North 72 degrees 25 minutes East 206 feet to a post at comer;, thence with the same South
13 degrees 30 minutes East 190 feet to a point in the Walnut Bottom Road aforesaid; thence with
the said Road South 71 degrees 25 minutes West 213 feet to thc place of BEGINNING.
CONTAINING 933/1000 of an acre, more or less, pursuant to a survey by T. L. Essick,
L.S., dated February 20, 1928, and being part of a larger tract as stated.
BEING the same premises which Harry M. Allen, George M. Allen, and Chalmers E.
Allen and Ruth Kane Allen, husband and wife, by their attorney in fact, Harry M. Allen, by deed
dated October 16, 1943, and recorded in the Recorder of Deeds Office, Cumberland County,
Deed Book "T', Volume 12, Page 267, granted and conveyed to Ralph Brandt and Vera Brandt,
his wife. Ralph Brant died 1970, survived by his wife, Veto B. Brandt thus vesting fee simple
title in her. Vera B. Brandt died October 12, 2003.
AND the said Grantor covenants and agrees that she will warrant specially the property
hereby conveyed.
IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the
day and year first above written.
Signed, sealed and delivered
in the presence of:
(SEAL)
LORI A. STINGER, EXECUTRIX OF THE
ESTATE OF VERA B. BRANDT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF :
: SS
ON this, the ~ day of December, 2003, before me, the undersigned officer,
personally appeared Loft A. Stinger, Executrix of the Estate ofVera B. Brandt, known to me to
be the persons whose names are subscribed to the within instrument, and acknowledged that they
executed same for the purposes therein contained.
IN WITNESS WI~REOF, I hereunto set my hand and official seal.
Notary Public
(SEAL)
I do hereby certify that the precise residence and complete post office address of the
within named Grantee(s) is:
Date:
Agent for Grantee
HUD - I UNIFORM SETTLEMENT STATEMENT OMB Approval No. 2502-026:
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT
TYPE OF LOAN [ 6. File Number: 7. Loan Number:
I. FHA 2. FmHA [ 375396
3. Cony. Unios. 4. VA S. Conv. Ins. I 8. Mortgnge Insurance Case Number
I
NOTE: This form is firmished to give yon a statement ofactoai settl~xtent costs. Amounts paid to and by thc settlement agent are shown. Items marked "(p.o.c.)"
paid ontsidc the closing;, they are shown beFC for informational purposes and are not included in the totals.
NOTE: TIN = Taxpayer's Identification Number
NAME P~ND ADDRESS OF BORROWE~
~n R. Unruh
Jdy J. Unruh
37 Cramer Road
.~ippensburg, PA 17257
PROPERTY LOCATION:
43 Walnu= Bottom Road
hippensburg, PA 17257
arcel # 39-33-1883-026
E. NAME, ADDRESS ANDTINOFSELLER:
Estate of Vera Brandt by
Lori A. Stinger, Exe.
643 Walnut Bottom Road
Shippensburg, PA 17257
H. SETTLEMENT AGENT NAME, ADDRESS AND TIN
PA RealEs,ate Settlement Service
10 West PQmfret Street, Carlisle,
PLACE OFSET'rLEMENT
10 West Pomfret Street
Q~Klisle. PA 17013
F. NAME ANDADDRESSOFLENDER:
Waypoint Bank
101 South George Street
York, PA 17401
PA 17013
I. SETTLEMENT DATE
12/11/2003
J. SUMMARY OF BORROWER'S TRANSA(~YFION IC SUMMARY OF SELLER'S TRANSACTION
~). GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
U. Contract sale$ prico ~)lr 600.00 401 · Contra~ ~ades orice 91r 600-Q0 ..
)2. pe _~_~! propeay 402. Personal property
13. Settlement charges to borrower (Line 1400) 4,07 ~. 48 403. , ,
~4. 404.
~5. 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
~. City/town taxes 406. City/town. tax~
~7. Connty taxes 12/11/2603-12/31/2003 12.39 407. Countymxes 12/11/2003-12/31/2003 12.39
~9~$chool Ta×es 12/11 to 6/30/4 566.37 409. S¢hool Taxes 12/11 to 6/30/4 566.37
0. 410.
1. 411.
2~ 412.
'.0. GROSS AMOUNT DUE FROM BORROWER 9 6, 2 54.2 4 420. GROSS AMOUNT DUE TO SELLER ~) 2,17 $. 7 6
)0. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
)1. Deposit or earnest money 100.00 501. Excess deposit
)2. Principal amount of new loan(s) 91,6 0 0.0 0 502. Senlement charges to seller (Line 1400) 9 5 9.8 6
13. Existing loan(s) tnk,~, subject to 503. Ex'_'st_in.e loan(s) taken subject to
~4. 504. Payoffof first mo,,Rage loan
~5. 505. Payoff of second mortgage loan
~6. 506.
~7. 507.
~8. 508.
~9. Sellers Assistance 4,580.00 509. Sellers Assistance 4,580.00
Adjustments for items unpaid by seller Adjustments for items unpaid by seller
0. City/town ta~,"~ 510. City/town tmee~
i!. County taxes 51 !. County taxes
=2. Assessments 512. Assessments
3. 513.
14. 514 .....
~:~. 515.
[6. 516.
17, 517.
;8. 518.
',9. 519.
!0. TOTAL PAID BY/FOR BORROWER 96,280.00 520. TOTAL REDUCTION AMOUNT DUE S~I.I.FR 5,539.86
IN}. CASH AT SETTLEMENT FROM/TO BORROWER [ 600. CASH AT Se ~ t LEMENT FROM/TO SELLER
D 1. Qmss amoont duc from houower (Line 120) [ 96,2,54.24 [ 601. Grass umount due to _ce!let (l.ine 420) 92,178-76
~)2. L~S amount paid by/for borr0wcr (Line 220) 9 6, 2 8 0.0 0 602. [~s md,_,_,~__'on in amount due seller (Line 520) 5, 5 3 9.8 6
03. CASH TO BORROWER[ 25 - 76 603. CltSH TO SELLER 86 · 638.90
SELLER'S STATEMENT
he information contained in Blocks E, G, H, and I and on line 401 (or, if line 401 is asterisked, line 403 and 404) is impommt tax information and is being furnished to the
~ternal Revenue Service (see Seller Certification). If you are required to (de n return, a negligence penalty or other sanction will be imposed on you if this item is required
~ be reported and the IRS determines that it has not been t~qxnted. Yon are required to provide the Settlement Agent with your correct taxpayer identification number. If you
o not provide the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of
erjury, ! certify that the number shown on this stat~nent is my correct taxpayer identifmation number.
:Scller's Signaturc) Estate of Vera Brandt by
(SellefsSignature) Lori A. Stinger, Exe.
EASY SOFT, Inc. 2001 Previous editions are obsolete
form HUD-I (3/86) refHandbeok 4305.2
" L. SETTLEMENT CHARGES
~ ROKER'sCOMMi ONb don rice $ 9 600.00
D'~ oma' ion line 700 as Ilows:
Commission 'd ~t SeRlement
ITEMS PAYABLE IN CONNE ION WITH LOAN
~tin Fee to Wa oint Bank
~ aration o Wa oint Bank
.A lica ion Fee o Wa oint Bank POC 350.00
· Food r ~lcat' Wa oi Ba
tend Rate Lock Fee t Wa oint Bank POC 343. 0
..Haza d Insurance OC 234.00
PAID FI{OM
SELLER.'S
FUNDS AT
57:
115
29(
~A~I%IN~A~%YAgN~CaE, er da
15.270
:. Mo~t e ins~rance P~nium
in uranc Premium for
~POS TED WITH LENDER
i)! azardi urance 3 month s 19.5 er mort h
02. Mo insurance
04. C un Pro Taxes 11 mon h s 18.15 er mo th
~ m~nth(S) 85.14 er month
06. Scnoot T xes -
~07_....~
~01. Settlement or closin fee to
102. Abstract or ti c h Io
103. Title Examination to
104. Title insurance binder to
105. Document re ion to
106. Nots fecstoAnn B. Sensenich
107. A~om s feesto Sall Winder POC
includ~ line numbe~: 1101-1105
10$.Tide! umnc m PA R al Estate t 1 ment ervic s
~ ql ~OO. O0
10 . Lendefscov · ~, ~-ouv · ,~,~
i10. Ownefs~vem e $ 91600.00
iii. Endorsements: 100 300 B.1
,112. conesto a T'tl Insuranc Co a for CPL
-- -228.57
10.
~ENTRECORDIN ANDTRA F R A ES
1203. Sate tax/sram : ~" ° '
1204.
~ONAL SETFLEMENT CHARGES
! 02. P~stilm. tjOnt~O_ ~tion~B.i~llin,w'"=1 ....... 9.
103. South centra ......... :_~~nal Billin
1304. Cu~_erl nd FanKlln ooln5 mun~u~ '5
I 0.Overni h Fee to P R al Estate e tle nt Serv'ces
30 .W' t PA Real state Se n v'ce
I have carefully reviewed ~e HUD-I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate slatement °fall receipts md
CERTII . ~ ...... Iransnction. I fmlher ceftin' that i received a col~ ot'tbe HUD-l_Settlame...~nt S~-.ment .~
disbursements nmae on mY aeconnt °r oY me ' "'t~ /~ ~
Th'e21HUD~ ! Settlemem S.temcnt which I have ~P~P~M Is a ~me and ~ccumte ~ccOunt °' ~ ;~dcrsiLmcd as p'~t °[ 'he s¢~em=c °f
this ITanss¢tion. 1 2 / 1 1 / 2 0 0 3
SettlememAg~nt PA RealEstate Settlement Services Dmte
WARNING: It is a crime to knowingly make false stntemems to tho United States on this or any other similnr form. Penalties upon conviction can include a fine and
imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010, ~05.2
...... _ ._ _.~:.: ..... nh~.nlete Page 2
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWF_N_TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER '
BRANDT VERA B 21 03 0866
Include the proceeds of liSgalJon and the date the proceeds were received by the estate. NI property joiafly-oamed with t~e right of sundvorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
PROCEEDS FROM PUBLIC SALE OF PERSONAL PROPERTY
TOTAL (Also enter on line 5, Recapitulalion)
VALUE AT DATE
OF DEATH
4,548.37
4,548.37
(if more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BRANDT VERA B
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21 03
O866
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
^. JEAN GREENWOOD 14502 SOUTHWEST DIVOT DRIVE SISTER
INDIANTOWN, FL 34954
C
JOINTLY-OWNED PROPERTY:
Ll:l ~e.R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial inslilution and bank account number or similar idenlifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for ~nlly-hekl real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE~
1. A. 2/02 CITIZENS BANK, CHECKING ACCOUNT 15,453.60 50. 7,726.8(
NO. 610079-295-1
2 A 2/02 CITIZENS BANK, CERT. OF DEPOSIT 6140-753392 8,000.00 50. 4,000.0(
TOTAL (Also enter on line 6, Recapitulation) $
... 11 ~ 726.80
(If mom space is needed, inset additional sheets of the same size)
CITIZENS BANK,
1'800'773'73 73
cal~ citiz~,s' Phone. Bank amJtime for account ~nfomlatton,
cun~t ~ates a~ a~ to ~ur ~
Checking
SUMHARY
Balance Calculation
Previous BaLance
Checks
W~chdrawats
Deposits & Additions
Interest Paid
Current Balance
~1,073.30
5,836.00 +
11.49 +
15,453.60 =
Average llaJly Balance
Interest
Current Interest Rate
Annual Percentage Yield Earned
Number of Oaj~ Interest Earned
Interest Earned
Interest Paid this Year
Account Statement
OF 4
Beginning September 19, 2003
through October 20, 2003
13,562.46
1.00~
32
11
97.77
VERA BRANDT
3EAN GREENWOOD
Circle Gold Checking Hi Interest
610079-E95-2
TRANSACTION DETAILS
Checks* ~ is a break in c~eck sequence
Check/~ Amount Date
743 20.00 10L06
744 33.20 09~.30
745 35.75 09~.30
746 295.74 09729
Check f
747
748
750*
751
Deposits & AddJUons
Data Amount
10/02 5,ooo.oo
10/03 836.00
DesaflpUon
Deposit
US Treasury 303 Soc Sec 100303 199076033a SSA
Interest
Date Amount
10/20 11.49
OescdpUon
Interest
Daily Balance
Date Balance
09/_29 10,777.56
09/30 9,677. ll
10/02 14,677. n
Date Balance
10/03 15,513.11
10~06 15,468.11
Date
lO/17
10/20
Amount
9.80
1,021.70
25.00
26.00
Date
o9/3o
09~30
10Z06
10717
Balauce
15,442.11
15,453.60
PmvlGus Balance
11,073.30
Tatd Checks
1,467.19
Total Depusfl3 & AddUons
5,836.00
Tot~ lnterest Pdd
11.49
Cu~ent Bdance
15,453.60
CD
CITIZENS BANK
1-800-773-73 73
CaR Citizens' PhoneBank anyt~le for account tltfonnation,
cun~nt rates and answers to your questions.
Account Statement
OF 4,
Beginning September 19, 2003
through October 20, 2003
SUHHARY
Balance Calculation
Previous Balance
Withdrawals
Oeposits & Addit%ns
Interest Paid
Current Balance
8,000.OO
10.12
.(30
10.12
8,000.00
Naturfty
Opening/Renewal Date
Opening/Renewa~ Amount
Afatufity
Interest
Interest Rnte
Annual Percentage Y~eld
~nterest Paid this Year
tRANSACTION DETAILS
:late Amount DescflpUon
)9~23 10.12 Interest
)g/23 10.12 Interest Paid By Check
06/23/03
o~/~3/o~
I28.58
VERA BRANDT
3EAN GREENWOOD
12 month CD
6140-753392
Previous Balance
Total Transactions
Current Balance
:D
;UMNARY
~alance Calculation
~revious BaLance
VithdrawaLs
)eposits & Additions
nterest Paid
:urrent Balance
5,004.92 -
.00 +
-4.92 +
.00 =
VERA BRANDT
3EAN GREENWOOD
6 month CD
6140-869358
Interest
~nterest Rate
Annual Percentage Y~eld
Interest Paid this Year
RANSACTZON DETAZLS
ate Amount Description
0/.01 4.92 Interest
0/_01 4.g2 Interest Paid By Check
0/02 $,000.00 Withdrawal
NEWS FROM CITIZENS
-- Use your Citizens Bank Debit Card to receive discounts at Gateway, IBM, Burlington Coat
1.00~
1.00~
~9.75
Previous Balance
Total Traasacflons
5,000.00
CulTent Batance
CITIZENS BANK
1-800-773-7373
fag. CRiZ~ns' pboneBank an~'ime for account ~fmmat:~,
curt'ertL r~tes and answers to your ques'ckats.
USO59 BRZ99
VERA BRANDT
643 WALNUT BOTTOM
SHIPPENSBURG PA
8 1
RD
t7257-9623
Citizens CircLe GoLd
Account Statement
OOF 6
Beginning September 19, 2003
through October 20, 2003
~:ontents
5umman~ page 1_
Checking r~j~ 2
CDs page 3
Citizens CircLe GoLd Summar~
Account
Aa:count Nund)e~
DEPOSIT BALANCE
Checking
CircLe GoLd Checking Hi Interest
COs
6 month CO
12 month CD
610079-295-1
61~O-869358
6140-753392
Average monthly combined balance to waive monthly fee is
Your average monthty combined balance this statement period is
Last Statement
11,073.30
20,000.00
23,602.1_4
11ds Statement
15,~,53.60
.00
8,000.00
VERA BRANOT
3EAN GREENWOOD
CircLe Gold Checking Hi iaterest
610079-295-1
O 23, ~53.60
~'v-~s~-(~e~ '~i~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
E~TATE OF
BRANDT VERA B
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
1. FOGELSANGER-BRICKER FUNERAL HOME, INC., FUNERAL BILL
FILE NUMBER
21 03
0866
8.
9.
10.
11.
12.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Pasonal Representalive (s)
Social Secu~ Numbers) I EIN Number of Pe~onal Reprasenlalive(s)
Street Add mss
c~ State ,
Year(s) Commission Paid:
AltomeyFees SALLY J. WINDER, ESQUIRE
Family Exemption: (If decedents address is not me same as claimant's, attach explanalion)
Claimant
Zip
Street Address
c~j State Zip
RelalJonship of Claimant to Decedent
Probate Fees LETTERS TESTAMENTARY, FILLING DEBTS AND DEDUCTIONS
Accountant's Fees
Tax Retum Preparers Fees
VIVIAN COY, TAX COLLECTOR, 2003-04 SCHOOL TAX
CFJMA. SEWER BILL
SOUTH CENTRAL WATER ASSOCIATION, FINAL WATER BILL
CFJMA, FINAL SEWER BILL
RECORDER OF DEEDS, TRANSFER TAX
SELLERS ASSIST TO REAL ESTATE BUYER
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
7,080.64
5,980.00
150.00
1,021.70
26.00
34.62
9.24
916.00
4,580.00
19~798.20
(Ifmmespaceisneeded, insert~dition~shee~e~mes~e)
R~V-I512 EX* (1-97) ~
COIdMONW~LTH OF PENNSYLVANIA
INI'IERITNdCE TAX RETURN
RESE)ENT DECEDENT
~-$¥ATE OF
BRANDT VERA B
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~ & LIENS
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. PENELEC, ELECTRIC BILL, OCTOBER 2003
FILE NUMBER
21
PENELEC, ELECTRIC BILL, NOVEMBER 2003
THE SHOOK HOME, FINAL CARE BILL
ALS WEST SHORE , AMBULANCE SERVICE
TOTAL (Also enter on line 10, RecapitulalJon)
AMOUNT
26.79
26.79
334.75
45.00
433.33
(ff more space is needed, insert additional sheets of the same size)
REV-l'513 EX + (~)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
BRAND]
NUMBER
II.
VERA B
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [~lude ou~jht spousal dis'eibutions, and transfers under
Sec. 9116 {a) (1.2)]
JEAN GREENWOOD
14502 SOUTHWEST DIVOT DRIVE
INDIANTOWN, FL 34956
LORI STINGER
144 COLONIAL DRIVE
CHAMBERSBURG, PA 17201
FILE NUMBER
21 03 0866
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
SISTER
NIECE
REAL ESTATE PLUS
1/2 REMAINDER
FURNITURE PLUS
1/2 REMAINDER
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
LEESBURG UNITED METHODIST CHURCH
12 STROHM ROAD
SHIPPENSBURG, PA 17257
300.00
TOTAL OF PART il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 300.00
(If more space is needed, insert additional sheets of the same size)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COHHONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRAZSEHENT, ALLOWANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SALLY J WINDER
997q HOLLY PITCHER HWY
SHIPPENSBUR$
PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
REV-1Sgi7 EX AFP
08-16-ZOOq
BRANDT VERA B
10-12-2005
21 03-0866
CUH~ERLAND
101
Amoun~ Ramified I
HAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~_~_vT__A__L_O_N_~.T,~Z__S__L_:~_E ....' ~ RETAIN LO"ER PORTION FOR YOUR RECORDS ~
EV-1547 :~X~AFP ~1-0~ '~OYZCE--~-~-~H~'Z-~'N'~-:r-~)~' ~'~A'Z-~I'E'I~--/~[.~.'OWA'N-6E OR
~'i' ~i!i*' ~ '~..~r~SALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE O~ ~RAND~E~ ,~ ~ VERA B FILE NO. 21 03-0866 ACN 101 DATE
~X RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVAAS£
08-16-Z00~
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es*a~e (Schedule A} (1)
2. S~ocks and Bonds (Schedule B}
$. Closaly Held S'l'ock/Par.l'nership /n~eres~ (Schedule C) ($)
~. Mortgages/No,es Receivable (Schedule D) (~)
$. Cash/Bank Deposits/Misc. Personal Propar~y (Schedule E) ($)
6. Jointly O~ned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXEHPTzONS:
9. Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule T) (10)
11. To,al Deductions
12. Ne* Value of Tax Re~urn
91~600.00
.00
.00
.0O
~5~8.37
11z726.80
.00
(8)
19,833.20
NOTE: To insure proper
credi~ ~o your account,
submL~ ~he upper portion
15.
NOTE:
of ~his fore wi~h your
~ax payment.
107,875.17
~33.33
(~z) 87,608.6~
Charitable/Government:al Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Ne~ Value of Es~a~e Sub~ec~ ~o Tax
Zf an assess;ent ~as lssued previously, lines 14, 15 and/or 16, 17,
reflect ~igures that lnclude the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
1~. Amoun* of Line lfi a~ Spousal ra*e
16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~e
17. Amoun~ of Line lq a~ Sibling re~a
18. Amoun~ of Line lq taxable a~ Collateral/Class B ra~a
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER ZNTEREST/PEN PAZD (-)
06-03-200q CD00q005 .00
300.00
87,308.6q
18 and 19 ~ill
(15) .00 X O0 = .00
(3.6) .00 X Oq5= .00
(17) 85,03q..q. 5 X 12 = 10,20~*.13
(z8) 2,Z7q.19 x 15 = 3q1.13
(19)= 10,5q5.26
AMOUNT PAID
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
lO,5q5.Z6
TOTAL TAX CREDIT I 10,5q5.26
BALANCE OF TAX DUEI .00
INTEREST AND PEN. I .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 MAY BE DUE
REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decadents dying on or before December 12, 1982 -- if any futura 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 B (collateral) rate on any such futura interest.
PURPOSE OF
HOT[CE:
PAYHENT:
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUHD (CR): A refund of a tax credit, ah[ch was not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IBIS). Applications arm available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special [4-hour
answering service for forms ordering: [-800-562-Z050; services for taxpayers aith special hearing and ! or
speaking needs: l-BOO-~q7-SO20 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object a[thin sixty (60) days of race[pt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 1712B-lOZl,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PEHALTY:
INTEREST:
To fulfill the requirements of Sect[on 21~0 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 91~0).
Detach the top port[on of this Not[ce and submit with your payment to the Register of Hills printed on the reverse side.
Factual errors discovered on this assessment should be addressed in arlt[ng to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revime Unit, Dept. 280601, Harrisburg, PA 1712B-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Res[dent
Decedent" (REV-IS01) for an explanation of administratively correctable afters.
If any tax due is paid within three (5) calendar months after the dmcmdant's death, a five percent (52) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on thm total of the tax and interest assassmd~ and not
paid before January 18, 1996, the first day after the and of the tax amnesty per[od. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest
that has been assessed as indicated on this not[ce.
Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the data of
death, to the date of payment. Taxes Nhich became delinquent before January l, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daiZy rate of .00016~. A11 taxes which became delinquent on and after
January 1, ieBZ will bear interest at a rate which will vary from calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 19BZ through ZOO~ ara:
Interest Daily Interest Dally Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~'~ 202 .OO05~B ~J~-~-1991 112 .000501 ~ 92 .O00Zq7
1983 ZBZ .000~38 1992 92 .0002~7 ZOOZ 62 .000164
198~ 112 .000~01 199S-199~ 72 .000192 2003 5Z .000137
1985 1~Z .000356 1995-1998 92 .OOOZ~7 ZO0~ ~Z .O001lO
1986 lOZ .00027~ 1999 72 .O0019Z
1987 IOZ .00027~ ZOO0 72 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment [s made after the interest computation date shown on the
Notice, additional interest must ba calculated.
OR
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 - 6345
Date: 9/15/2005
UGLOW LORI ANN N/K/A
144 COLONIAL DRIVE
CHAMBERSBURG, PA 17201
RE: Estate of BRANDT VERA B
File Number: 2003-00866
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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: 10/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~
REGISTER OF WILLS
cc: File
Counsel
Judge
s;
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
RE: Estate of BRANDT VERA B
File Number: 2003-00866
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT ~ULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, wtthin two
(2) years of the decedent's death, shall file with the Regi,ter of
Wills a Status Report of completed or uncompleted administr~tion.
I
This filing is due by: 10/12/2005
Your prompt attention to this matter will be appreciat~d.
Thank You.
Sincerely,
~ r- ..',
,.' . L~"W~
IU
GLEl~A FAm~ER STRAS~AUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
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Oct 20 05 02:06p
10/20/2~65 69:48 7172646837
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PAGE In
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Rqister ofWiDs of Cumberland County
STAnJS REPORT UNDBR RULE 6.12
Name o{Oecedent: Vet2t (S. ~
Date of Death: J 0-1 ~ - 03
Estate No.: ~J -0 3 - 0 ~(p 6
Pursuant 10 Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the folloWing
with respect to completion of the adn:liDislrllion of !be abov~ctptioned eawc:
1. Statc~ adminiatratiOD of the estate is comple1m:
.Yes III .. . No.D. .
2. If the answer is No, S1aIe when the personal repraenlalive reasonably believes lbat
the adminiBtration will be complete:
J. Iflbuntlwer'to No. I is Yes, srate the following:
a. Did the persona~RSClllalive file a nnal account with the Coun?
Yea 0 No ~ .
b. The liepUllle Orphans' Court No. (if aoy) for Ihe personal repreacntativc's
l1Q;Ount is:
c, Did the ~rcprcscntativc state an account informally to the parties in
inteRSt? Yes 1)11... No 0
\.0
c. Copies of receipts. reJe..... joinders and approval of fonnal or infonnal
accounts may be filed widl the Clerk of die Orphans' Court IftCl may be
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Telephone No. 117 &"3J-. 'tif76
Capacity: lJ.Pef50naJ Representative .
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PAGE 01
.
Register of Wills of Cumberland County
STATIJS REPORT UNDER RULE 6.12
Name of Decedent: Vent (S. ~
Date of Death: J 0-1 ~ - 03
Estate No.: ~J -03 - 0 8"~ b
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report tIae following
with respect to completion of the adminisrration oftbe above-captioned estate:
I. Slate~ther administration of the estate is complete:
.Yes }XI .... NoD
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 person~epresentative file a final account with the Court?
Yea 0 No Ipl .
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso.uepresentative state an account informally 10 the parties in
interest? Y es ~ No 0
c. Copies of receipts, releuea, joinders and approval of fonnal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
Date IDIJ.f1 ";hedtoth;',",",,, ~t :JUJ~
~ Signature
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Name
1 q 7'f 111011iJ! Jzt.v IJv.N
Add.... ~ ~ f4 ,,;r-7
117 ~3J- 1if76
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