HomeMy WebLinkAbout04-0200 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of BREAM, MARY ANN,
Deceased.
Social Security No. 207-34-6411
No. a;)./- 0.oo
T0:
Register of Wills for
Cumberland County, Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executrix named in the Last Will and
Testament of the above decedent, dated December 6, 2002.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her principal residence
at 806 Baltimore Pike, South Middleton Township, Gardners, Cumberland County, Pennsylvania.
Decedent, then 60 years of age, died February 7, 2004, at 806 Baltimore Pike, South Middleton
Township, Gardners, Cumberland County, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N/A.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 806 Baltimore Pike, Gardners, Pennsylvania 17324
$
$ .qb OO~, oo
Total $ $"'g oao . O0
WHEREFORE, Petitioner respectfully requests the probate of the Last Will and Testament presented
herewith and the grant of letters TESTAMENTARY thereon.
Tammy S. F0ds, Executrix
10 Logan Drive
Gardners, Pennsylvania 17324
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS
COUNTY OF CUMBERLAND )
The Petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of Petitioner and that as personal representative of the
above decedent Petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this /w.Z_. day of Tammy S. t~ls
March, 2004
Estate of Mary Ann Bream
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ,~'.~,,z,~_,E., / ,2004, in consideration of the petition on the
reverse side hereof, sat~i~actory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 6, 2002, described therein be admitted to
probate and filed of record as the last will of MARY ANN BREAM; and Letters Testamentary are
hereby granted to Tammy S. Eads.
FEES
Probate, Letters, Etc ............ $//~.zCx~
ShorJ Certificate(s) ............. $ ./~ ~,
.4R:efiu'n~iafion ....................... $
~---~/J) $ /D,~~9
TOTAL $ /~*
Filed~...d ..... ~ ..........................
f Register ofWi4~" ~,/~.~_.,~.
Attorney I.D. No. 57976
19 Brookwood Avenue, Suite 106
C~lisle, Pe~sylv~ia 17103-9142
(717)249-5373
F:\Uscr Folder~Firm Docs\Estates~3468-1pet.letters.wpd
his is to certify that the information here given is correctly copied f`rom an original certificate of' death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Of`rice for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9991132
No.
Local Registrar
Date
H105.143 Rev.~/8? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS
~.NT CERTIFICATE OF DEATH
IN · NAME OF DECEDENT (Fir~ Middle, Lea) BTATE FiLE NUMBER
=,,,, zFemage ,.207 _~4 _6411
~E(~i~.y) [ UNOER1Y~ [ UNDERID~y [ DA~OFBIR~ BIRTH~CE ~ P~CE~D~TH{Ch~N~e-~instm~s~o~r~el
~ ~ ~ ~ C~, B~O, ~ ~ D~TH ~ FACILi~ NAME (ff ~t ~flt~, ~e s~t a~ nu~) WA5 DECEDENT OF HISP~IC OR~GIN? ~E
Cberand S. Mldd~eton Twp. 806 Baltimore Pike .o~ v.~,~,,~..
~ i~. I~. , ~.
,.. Adam ~. ~re~m ,,. He~en Vengs~
~ ~ ~~s~~(~) ~la,~. 2/11/2004 ~t. VZc~or~ Church Cern. ~Gardne~s~ PA 17324
/
Y~r)
~2~ ~,~ ~ I TME~ D~TH I ~TE PRONOUNCED D~ (~ffi Day, Yee~ /WAS ~E REFERRED TO A MEDICAL ~MINER ~E~
~ ~ ~us~ I ~m ~ ~ ~1 I I I
~T~N~M~ AND CEI~C~NG I~Y~I~N (Ph~k~ln ~ pnmaunc~g delta ind c~r~ng ~ c~lu~e a~ de~)
O II/1l ~ M Iwy kJ1OVdldg~ dish o4=c~tld It I~e time, dill, Ired place, Ind due lo h CIUIII(I) Kd lit, If Il Itltld ...................... []
'MEDICAL EXAMINERK:ORONER
0~ ~e beIM M e~mlnMkm enGVor Invei~gMIMt. lit my ~MnJ~n, dei~h aCG~T~d M Ihe ~ml, dice, ~ ~G~I, Kd due to the CNNI(I)
LICENSE ~IUMBER . · DATE SIGNED (I~, J~y Year)
'04 H/~R-1 /~t0:04
LAST WILL AND TESTAMENT
OF
MARY ANN BREAM
I, MARY ANN BREAM, of 806 Baltimore Pike, Gardners, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and
declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills
and Codicils heretofore made by me.
1
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon
after my death as is reasonably possible. However, my personal representative need not accelerate
and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payable. IfI do not own a burial
plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or
its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to
expend sums from my estate for this purpose.
2
I give, devise and bequeath the rest, residue and remainder of my estate, together with all
insurance proceeds thereon of whatever nature and wheresoever situate to my sister, SHARON K.
BREAM, of 806 Baltimore Pike, Gardners, Cumberland County, Pennsylvania, providing that my
sister survives me by sixty (60) days.
Page 1 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
3
Should my sister, SHARON K. BREAM, predecease me or die on or before the sixtieth
(60th) day following my death, then I give, devise and bequeath the rest, residue and remainder of
my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate
in equal shares to my siblings, KENNETH M. BREAM, of 698 Baltimore Pike, Gardners,
Cumberland County, Pennsylvania, DONALD E. BREAM, of 28 Pine School Road, Gardners,
Cumberland County, Pennsylvania, JUDY E. PROSSER, of 14 Derbyshire Drive, Carlisle,
Cumberland County, Pennsylvania, and ADAM L. BREAM, of 877 Baltimore Pike, Gardners,
Cumberland County, Pennsylvania, who survive me by sixty (60) days per stirpes. It is further my
desire that my personal representative, after consultation with any heir or heirs of mine who survive
me, and in his, her or its own discretion, choose such articles from my tangible personal property
(exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal
property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or
them to have, either from a sentimental point of view or otherwise, and to deliver such articles to
such heir or heirs or among such heirs in equal or unequal shares as determined by the further
exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible
personal property not so distributed is to be sold, either publicly or privately, by my personal
representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed
of in equal shares among my surviving heirs after payment of my estate debts, taking into account
the tangible personal property otherwise provided to them.
4
I grant my personal representative the following powers in addition to and not in limitation
of such powers as my personal representative shall hold by law:
(a) To retain all property received including the stock of any corporate fiduciary acting
hereunder, provided such property remains productive.
Page 2 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
(b)
(c)
(d)
(e)
(0
(g)
(h)
(i)
To join in any corporation, partnership, recapitalization, merger, reorganization or
voting trust plan; to delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of shares.
To manage, operate, repair, improve, mortgage or lease on any terms any real estate
held or owned by my estate.
To operate any business that I may own at my death.
To invest any funds of my estate in any stocks, bonds, notes or other securities or
property, real or personal, without regard to the principle of diversification or any
other statute or general rule of law in his, her or its absolute discretion, it being my
intention to give my personal representative the broadest investment powers possible,
providing such investments do not unnecessarily prevent the prompt settlement of my
estate.
To sell or otherwise dispose of any property, real or personal, tangible or intangible,
at any time forming a part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit in his, her, or its absolute
discretion.
To borrow morley for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
To compromise claims without court approval including, but not limited to, any
controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that may pass
under this my Last Will and Testament.
To distribute in cash or in kind upon any division or distribution of my estate.
Page 3 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
(J)
(k)
To undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of the
settlement of my estate.
In general, to exercise all powers in the management of my estate which any
individual could exercise in the management of similar property owned in his own
right, upon such terms and conditions as to him, her or it may seem best and to
execute and deliver all instruments and to do all acts which he, she or it deems
necessary or proper to carry out the purposes of this, my Last Will and Testament.
5
No interest of any beneficiary of my estate, either in income or in principal, shall be subject
to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have
the power in any manner to charge or encumber his interest either in income or principal, nor shall
the interest of any beneficiary be liable or subject in any manner while in the possession of my
personal representative for the liability of such beneficiary.
6
I nominate, constitute and appoint my niece, TAMMY S. EADS, of 10 Logan Drive,
Gardners, Cumberland County, Pennsylvania, as Executrix of this my Last Will and Testament. In
the event Tammy S. Eads is deceased, unable or unwilling to serve or shall cease to serve for any
reason whatsoever, then I nominate, constitute and appoint my niece, SHERRI K. PROSSER, of
14 Derbyshire Drive, Carlisle, Cumberland County, Pennsylvania as personal representative of this
my Last Will and Testament. I direct that my personal representative shall not be required to give
or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction.
Page 4 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
7
I hereby declare it to be my express desire that my personal representative employ the law
firm ofHanft & Knight, P.C., of Cumberland County, Pennsylvania, for legal advice and assistance
regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views
and wishes respecting any matters that may arise at the probate of this instrument, the administration
of my estate, and the execution of the powers herein mentioned. Any mention ofHanft & Knight,
P.C. in this my Last Will and Testament, is my free and voluntary act and through no influence by
any person.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament
this /_n dayof ~y//)~ ,2002.
WITHE S S:
Page 5 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS.
I, Mary Ann Bream, the Testatrix 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 the instrument as my Last Will and Testament; that I signed it willingly, and that I signed
it as my free and voluntary act for the purposes therein expressed.
Sworn or affirmed and acknowledged before me by Mary Ann Bream, the Testatrix, this
My ~ Expires Sel:~ 24, 2006
Page 6 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS.
witnesses whose names are attached to the foregoing document, being duly qualified according to
law, do depose and say that we were present and saw Mary Ann Bream sign and execute the
instrument as her Last Will and Testament; that she signed willingly and that she executed it as her
free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our
knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
~ L~t~.,~.. ,O'o ~I~'T' and
Sworn or affirmed and subscribed before me by
day of ~ 0..~,t~]'~" ,2002.
F:\User Folder\Firm Docs\WillsL2938- lmab will.wpd
Page 7 of 7
F:\User Folder\Firm Docs\Estates\3468-1certification.wpd
Name of Decedent:
Date of Death:
Will No.
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
MARY ANN BREAM
February 7, 2004
2004-00200
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on March ,
2004.
Name
Mary Ann Bream
Tammy S. Eads
Address
806 Baltimore Pike, Gardners, Pennsylvania 17324
10 Logan Drive, Gardners, Pennsylvania 17324
Notice has not been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: Mhrch ~ .,2004
HANFT & KNIGHT, P.C.
Attorney I.D. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, Pennsylvania 17013-9142
Telephone (717) 249-5373
Capacity: Counsel for personal representatives
g£:tct 0l ~t~/[4 ~.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 6X(11-96)
CD 00394O
HANFT MICHAEL J
19 BROOKWOOD AVENUE
SUITE 106
CARLISLE, PA 17013
ESTATE INFORMATION: SSN: 207-34-6411
FILE NUMBER: 2104-0200
DECEDENT NAME: BREAM MARY ANN
DATE OF PAYMENT: 05/17/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/07/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,000.00
REMARKS:
TOTAL AMOUNT PAID:
94,000.00
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COIdMONWEALTH OF PENNSYLVANI~
DEPARTMENT OF RE'VE~ UE
DEPT. 2806{31
HARRISBURG, PA t7128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
l OFFICIALUSE ONLY
{FLE NUMeER __ ~--_
j 21 04 0200
~ YEAR NUMBER
Bream, Mary Ann
DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM~D-YEAR)
02/07/2004 03/15/1943
0F AP~UCAaLE) SU~V~WNa SPOUSE'S ~E ( MST. ~tRST ^~O UtO~,~ ~ma,}
'-~ 1. Original Return '~ 2. Suppremental Return
[] 4. Limited Estate [] 4a, Ful~'e Intems.t Compromise (date of death erie r
12-12-B2)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
J--']9. Litigation Proceeds Received [] 10'$pousalPovertyCredit(dateofdaathbetween
Sean M. Shult~, Esquire
:~RM NAME (If app6o~b~e)
Hard~ & Knight, P.C.
TELEPHONE NUMBER
717/249-5373
SOCIAL SECURITY NUMBER
207-34-64 1 1
THIS. RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WII L$
SOCIAL SECURITY NUMBER
] 3. Remainder Retum (date c~ death pr~orIo 12-13-82)
[] 5. Federal Estate Tax Return Required
~ & Total Number of Sets DepoLqt Boxes
[] 11 .Election to tax under Sec. 9113(A) (Attach Sch
COMPLETE MA JUNO ADDRESS
19 Brookwood Avenue, Suite 106
Carlisle, PA 17013
1. Real Estate (Schedule A) CI)
2. Stocks and Bonds (Schedule 19) (2)
3. Closely Held Corporation, Partnership or Sole-Propdetorshlp (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. JointJy Owned Property (Schedule F)
[] Separate Billing Requested (6)
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (t0)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
None
105.7~
Nor~
1,274.5~
54,2 ]
8,098.83
7,471.78
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14.. Net Value Subject to Tax (Line 1'2 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
OFFICIAL USE ONLY
55,591.41
15,570.61
40,020.80
(11}
(12)
04)
40,020.80
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers underSec, 9116(a)(1.2) x o00 (15)
16. Amount of Line 14 taxable at lineal rate
x .045 06)
17.amount of Line 14 taxable at sibling rate
40,020.80 x .12 (17)
18, Amount of Line 14 taxable at collateraJ rate
x .15 {18)
19. Tax Due
4,802.50
20. [] (~9) 4,802.50
Copyright 2000 form software only The Lackner Group. Inc,
Form REV-1500 EX (Rev. 6-00J
D,ecedent's Complete Address:
STREET ADDRESS 806 Baltimore Pike
Gardners
STATE PA
b-17324
Tax Payments and Credits:
1. TaxDue (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
4,000.00
(1) 4,802.50
Total Credits (A + B + C) (2) 4,000.00
3. Interest/Per~alty if applicable
D. Interest
E. Penalty
Total Interest/Penalty {D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 2.0 to request a refund
5. If LJne l * Line 3 is greater than Line 2, enterlhedifference. This is the TAX DUE.
(5) 802.50
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 8 0 2.5 0
~ ............................. 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. relain a reversionary interest; or ...........................................................................................................
d. receive the promise lor lite ore ther payments, benefits et care? ....................................................
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 Rettrement 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.
pre--ret o(her than the personal re resentative is based on all informal/on of which re ret has an knowled e.
SIGNATURE OF PERSON RES43ONSlBLE FOR PILING RETURN ADORESS
Sean M. Shultz, Esquire
10 Logan Drive DATE
ADDRESS Gard~ers, PA 17324 ~
ADCRE,S.S
19 Brookwood Avenue, Suite 106
Carlisle, PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value ol~ transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1)
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 ~ a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are sUII 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 (a) (4.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent~s lineal benefic/aries is 4.5%, except as noted in 72 P.S. {}9116
.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 patent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PEN N $'P. VAN V~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bream, Mary Ann
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21 - 04 -~
All property Jointly-owned with right of survivors hip must be disclosed on Schedule F.
NUMBER
DESCRIPTION
$50.00 U.S. Savings Bond L472802205-EE issued 3/1991
$50.00 U.S. Savings Bond L505442482-EE issued 3/I991
UNIT VALUE
VALUE AT DATE OF
DEATH
52.88
52.88
TOTAL (Also enter on line 2, Recapitulation)
COMMONWEALTH OF PENN ~:y!.VANIA
INHF-RJTANCE TAX RETURN
RE$iOENT DECEI~T
ESTATE OF
Bream, Mary Ann
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 04 -~
Include the proceeds of litigation and the date the proceeds ware received by the estate. All property jointly-owned with the right of
survi¥orsh~p must be disclosed on schedule F.
ITEM
NUMBER
!
/anuary Disability Check from
DESCRIPTrON
Hershey Medical Center reimbursement
Erie Insurance Refund Check
VALUE AT DATE OF
DEATH
951.00
247.58
76.0O
TOTAL (Also enter on Line 5, Recapitulation} 1,274.58
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECFDENT
ESTATE OF
Bream, Mary Ann
SCHEDULE F
JOINTLY-OWNED PROPERTY
If an asset was made joint within one year of the decedent's
FILE NUMBER
21-o4-020_0_
date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Sharon Bream
JOINTLY OWNED PROPERTY:
ADDRESS
806 Baltimore Pike
Gardners, PA 17324
RELATIONSHIP TO DECEDENT
Sister
ITEM LETTER DATE
HI./MEIER FOR JOINT MADE
TENANT JOINT
1 A 12/30/1983
2 A 11/10/1983
DESCRIPTION OF: PROPERTY --
Include name of financial institution and bank account number DATE OF DEATH
entifying number. Attach deed ~orjointly-held real VALUE OF ASSET
Adams County National Bank Checking Account No
1366521
3,192.~3
One-half interest in real estate situate at 806 B
Pike, Gardners, Cumberland County, Pennsylvan/a
subject to a mortgage with a balance of $14,843.56
105,230.00
TOTAL (Also enter on line 6, Recapitulation
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1,596.07
52,615.00
54,211.07
COMMONWEALTH OF PENNeYt. VAN~A
INHERITANCE TA~ RETURN
RE$1DF-.NT DECEDENT
ESTATE OF
Bream, Mary Ann
SCHEDULE H
FUNERAL EXPENSES &
ADMINIS3RATIVE COSTS
Debts of decedent must be reported on Schedule I.
iTEM
FILE NUMBER
21 -04-
NUMBER
~ FUNERAL EXPENSES:
DESCRIPTION
1 Hollingcr Funeral Home & Crematory Inc. - funeral
ADMJNISTRATIVE COSTS:
Personal RepresentaUve's Commissions
Social Securfty Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(e) Commission paid
Attorney's Fees to Hanft & Knight, P.C.
Family Exemption: (if decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
C~ly
Relationship of Claimant to Decedent
Probate Fees
State -.------. Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law $oumal - advertise letters
The Sentinel - advertise letters
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
5,867.00
2,000.00
75.00
156.83
8,098.83
C OMMONWE~_TH OF I~ENIq~YLV.tN~E
INHERITANCE TAX RETUR~I
RESlOENT DECEDENT
ESTATE OF
Bream, Mary Ann
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, 8, LIENS
FILE NUMBER
21-o4-DZPO
Include unrelmbursed medical expenses.
ITEM
NUMBI
l
John Grenoble - Tax Preparation
DESCRIPTION
AMOUNT
Mortgage to Adams County National Bank held jointly with Sharon K, Bream having a balance of
$14,843.56
50.00
7,421.78
TOTAL (Also enter on Line 10, Recapitulation) 7,471.78
COMMONWEALTH OF PENNSYL~/ANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bream, Mary Arm
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21 -04~
NUMI
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
TAXABLE DISTRIBUTIONS (incJude outright spousal distributions)
Sharon K. Bream
806 Baltimore Pike
Gardners, PA 17324
sister
Enter dollar amounts for dlstdbu~lorts 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
AMOUNT OR SHARE
OF ESTATE
100% residue
~,LE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Il - ENTER TOTAL NON-TAXaBLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
LAST WILL AND TESTAMENT
OF
MARY ANN BREAM
I, MARY ANN BREAM, cf 806 Baltimore Pike, Gardners, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and
declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills
and Codicils heretofore made by me.
1
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon
after my death as is reasonably possible. However, my personal representative need not accelerate
and pay those tmmatured obligations which, in his, her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payable. Ifil do not own a burial
plot or a grave marker at the time of my death, I attthorize my personal representative, in his, her or
its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to
expend sums from my estate for this purpose.
2
I give, devise and bequeath the rest, residue and remainder of my estate, together with all
insurance proceeds thereon of whatever nature and wheresoever situate to my sister, SHARON K.
BREAM, of 806 Baltimore Pike, Gardners, Cumberland County, Pennsylvania, providing that my
sister survives me by sixty (60) days.
Page 1 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
3
Should my sister, SHARON K. BREAM, predecease me or die on or before the sixtieth
(60th) day following my death, then I give, devise and bequeath the rest, residue and remainder of
my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situat.e
in equal shares to my siblings, KENNETH M. BREAM, of 698 Baltimore Pike, Ga~'d'ners,
Cumberland County, Pennsylvania, DONALD E. BREAM, of 28 Pine School Road, Gardners,
Cumberland County, Pennsylvania, JUDY E. ?ROSSER, of 14 Derbyshire Drive, Carlisle,
Cumberland County, Pennsylvania, and ADAM L. BREAM, of 877 Baltimore Pike, Gardners
Cumberland County, Pennsylvania, who survive me by sixty (60) days per stirpes. It is fi~rther my
desire that my personal representative, after consultation with any heir or heirs of mine who survive
me, and in his, her or its own discretion, clmose such articles from my tangible personal property
(exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal
property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or
them to have, either from a sentimental point of view or otherwise, and to deliver such articles to
such heir or heirs or among such heirs in equal or unequal shares as determined by the further
exercise of his, her or its discrdtion, provided no other herr objects to the distribution. All tangible
personal property not so distributed is to be sold, either publicly or privately, by my personal
representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed
of in equal shares among my surviving heirs after payment of my estate debts, taking into account
the tangible personal property otherwise provided to them.
4
I grant my personal representative the following powers in addition to and not in limitation
of such powers as my personal representative shall hold by law:
(a) To retain all property received including the stock of any corporate fiduciary acting
hereunder, provided such property remains productive.
Page 2 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
(b)
(c)
(d)
(e)
(0
(g)
(h)
(i)
To join in any corporation, partnership, recapitalization, merger, reorganization or
voting trust plan; to delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of shares.
To manage, operate, repair, improve, mortgage or lease on any terms any real' e~state
held or owned by my estate.
To operate any business that I may own at my death.
To invest any funds of my estate in any stocks, bonds, notes or other securities or
property, real or personal, without regard to the principle of diversification or any
other statute or general rule of law in his, her or its absolute discretion, it being my
intention to give my personal representative the bro adest investment powers possible,
provid/.ng such investments do not unnecessarily prevent the prompt settlement o fray
estate.
To sell or otherwise dispose of any property, real or personal, tangible or intangible,
at any time forming a part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit in his, her, or its absolute
discretion.
To borrow morley for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
To compromise claims without court approval including, but not limited to, any
controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that may pass
under this my Last Will and Testament.
To distribute in cash or in kind upon any division or distribution ofmy estate.
Page 3 of 7
LAST WILL AND TESTAMENT OF MARY ANN ]BREAM
(J)
To undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of the
settlement of my estate.
In general, to exercise all powers in the management of my estate which any.
individual could exercise in the management of similar property owned in h)'s' own
right, upon such terms and conditions as to him, her or it may seem best and to
execute and deliver all instruments and to do all acts xvhich he, she or it deems
necessary or proper to carry out the purposes of this, my Last Will and Testament.
5
No interest of any beneficiary of my estate, either in income or in principal, shall be subject
to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have
the power in any manner to charge or encumber his interest either in income or principal, nor shall
the interest of any beneficiary be liable or subject in any manner while in the possession of my
personal representative for the liability of such beneficiary.
6
I nominate, constitute and appoint my niece, TAMMY S. EADS, of 10 Logan Drive,
Gardners, Cumberland County, Pennsylvania, as Executrix of this my Last Will and Testament. In
thc event Tammy S. Eads is deceased, unable or unwilling to serve or shall cease to serve for any
reason whatsoever, then I nominate, constitute and appoint my niece, SHERRI K. PROSSER, of
14 Derbyshire Drive, Carlisle, Cumberland County, Pennsylvania as personal representative of this
my Last Will and Testament. I direct that my personal representative shall not be required to give
or post bond for the faithful performance of his, her or its duties in this or any otherjurisdiction.
Page 4 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
7
I hereby declare it to be my express desire that my personal representative employ the law
firm ofHanft & Knight, P.C., of Cumberland County, Pennsylvania, for legal advice and assistance
regarding this myLast Will and Testament, they having considerable knowledge ofm7 affairs, views
and ~vishes respecting any matters that may arise at the probate of this instrument, the adminis'ff~tion
of my estate, and the execution of the pbwers herein mentioned. Any mention ofHanft & Knight,
P.C. in this my Last Will and Testament, is my free and voluntary act and through no influence by
any person.
IN WITNESS WHEREOF, I have hereunto set myhand to this my Last Will and Testament
this ~ dayof i//~..g&~_.~ ,2002.
WITNESS:
Page 5 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND -
SS.
I, Mary Ann Bream, the Testatrix 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 the instn~ment as my Last Will and Testament; that I signed it willingly, and that lr signed
it as my free and voluntary act for the purposes therein expressed.
Mary"~r~m
Sworn or affirmed and ae 'knowledged before me by Mary Ann Bream, the Testatrix, this
day of ~k)~ l~ ~ YJ4 ~t/' ,2002.
Page 6 of 7
LAST WILL AND TESTAMENT OF MARY ANN BREAM
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND .
SS.
witnesses whose names are attached to the foregoing document, being duly qualified according to
law, do depose and say that we were present and saw Mary Ann Bream sign and execute the
instrument as her Last Will and Testament; that she signed willingly and that she executed it as her
free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our
knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn or affirmed and subscribed before me by
[fl')qO~/ PO, ~r I'c-~ this
day
of
/
F:[Usct Fol&r~.Fin~ DOCS~W~h'~038-[rmab wilLwpd
2002.
Page 7 of 7
COMMONWEALTH OF ~'ENNS'YLYANIA
DEPARTMENT OF REVENUE
~UREAU OF iNDIVIDUAL TAXES
DFPT. 2,80601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11
CD OO4426
HANFT MICHAEL J
19 BROOKWOOD AVENUE
SUITE 106
CARLISLE, PA 17013
ESTATE INFORMATI ON:
SSN: 207-34-64.11
FILE NUMBER:
DECEDENT NAME:
2104--0200
BREAM MARY ANN
DATE OF PAYMENT: 09/24/2004
POSTMARK DATE: 09/24/2004 '-
COUNTY: CUMBERLAND
DATE OF DEATH: 02/07/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $802.50
I
REMARKS:
TOTAL AMOUNT PAID:
$802.50
SEAL
JNITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 2.80601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TAXE~l"n'''~c .." r'.C"'I- Or:-
r';c.1../)~L:C~) \)~I IV~" ir NOTICE OF INHERITANCE TAX
~~'~~ISEHENT, ALLOWANCE OR DISALLOWANCE
, . bF' DEDUCTIONS AND ASSESSHENT OF TAX
Z005 JAH I 0 M1 9: 41
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-03-2005
BREAM
02-07-2004
21 04-0200
CUMBERLAND
101
AlKNnt R...l Had
CLEi"~K OF
ORPHAN'S COURT
&lolr.u.Jf)Cnl .\'lr- (',.---, ii,'
SEAN M SHULTZ _l/iD"X,..,'\'" \ '.,; r',
HANFT & KNIGHT
19 BRDDKWOOD AVE 106
CARLISLE PA 17013
*'
REV-1547EXAFPID9-D4l
MARY
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=is47-EifAFP-CoFo3Y-NOYiCE-.OF-i:N'iiEififAi.iCE-YAX-jipiiRitiSEMENT~--ALioWAi-jCE-iiR----._-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BREAM MARY A FILE NO. 21 04-0200 ACN 101 DATE 01-03-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
If an assessment was issued previouslY, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate CIS)
16. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule AJ
2. Stocks and Bonds (Schedule Bl
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Hort9ages/No~es Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8. Total Assets
III
121
(31
(41
(51
161
(71
.00
105.76
.00
.00
1.274.58
54.211.07
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortg.ge Liabilities/Liens (Schedule Il
11. Total Deductions
12. Met Value of Tax Return
13. Charitable/Governmental BeQuests; Non-elected 9113 Trusts [Schedule ~l
14. Net Value of Estate Subject to Tax
(91
1101
8,098.83
7.471.78
1111
1121
1131
1141
NOTE:
.00 X
.00 X
40,020.80 X
.00 X
NOTE: To insure proper
credit ~o your account..
submit the upper portion
of this for. with your
t.x pay.ent.
55,591.41
lli.1:i7n 61
40,020.80
.00
40,020.80
00 =
045 =
12 =
15 =
.00
.00
4,802.50
.00
4,802.50
1191=
TAX "I>EDTTS:
,OJ AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-I
05-17-2004 CD003940 .00 4,000.00
09-24-2004 CD004426 .00 802.50
TOTAL TAX CREDIT 4,802.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I S;)(
ORPHANS' COURT DIVISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mary Ann Bream
Date of Death: February 7, 2004
Admin. No. 21-04-0200
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
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 No ....x
b. The separate Orphans' Court No. (if any) for the personal representative's account
IS:
c. Did the personal representative state an account informally to the parties in interest?
Yes~No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: November 11-, 2005 Respectfully submitted,
c;:...\
KNIGHT & ASSOCIATE
C
. Shultz, EIre
Attorney ill No. 90946
11 Roadway Drive, Suite B
Carlisle, Pennsylvania 17013
(717) 249-5373
Counsel for personal representative
F:\Uscr Folder\Firm Docs\ESlilles\3468-lstatus.report.wpd
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