HomeMy WebLinkAbout08-17-10 (2)1505607121
REV-1500 EX (Q6-05) OFFICIAL USE OML'Y
Sureaudrvrvid~el Taxes County Code Year FNe Number
poeox2tlosof INHERITANCE TAX RETURN
Harrjsburg PA t~~28-oeo~ RESIDENT DECEDENT 2 1 ~a 0 n g~ ~
ENTER DECEDENT INFORMATION BELOW
Sodal Security Number Date of Death Date of Birth
2 0 6 2 6 6 5 6 0 0 3 1 7 2 0 1 0 0 6 0 9 1 9 3 4
Decedent's Last Name Suffix Decedent's First Name MI
B R A N D T J E A N A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name Ml
Spouse's Soaal Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE F{LED {N DUPLICATE~~V~I{TH THE
REGISTER OF WILLS
O 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder, F'~etum (date of death
prior to 12~,1~-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after 12-12-82)
® ti. Decedent Died Testate [] 7. Decedent Maintained a Living Trust ~ 8. Total Numbed of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (dad of death ~ 11. Election to Ita~ under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sc . p)
CORRESPONDENT -THIS SECTION MUST BE COMWFTED. ALL CORRESPONDENCE AND CONFN?ENTlAL TAX tNFORMATI ,SHOULD f3E DIRECTED TO:
Name Daytime Telephone (Number
C H R I S T O P H E R E R I C E 7 1 7 2 4 3 3 3 4 1
Firm Name (if Applicable) --- ---
REGIS LLS U NLY
F
M A R T S O N L A
W
O F F I C E S _
~ n;"`
First line of address c cat
C-j ~ ~. >ti~
~
__ ~ ~ _>
1 0 E A S T H I G H S T R E E T <rF '~ - {~=~ `-"~'
...~ ~..., c::~
Second line of address ~ ~ .~ ~--~ ~=
~
~
~ ,.
"~
`
City or Post Office
State ZIP Code . ~
~.
~~ ___. ~,,,~__ FILED ~ ~' s
C A R L I S L E P A 1 7 0 1 3 ~
Correspondent's e-mail address: C R I C E a3 M A R T S O N L A W• C O M
Udder penafdes of per~rry, l declare that l hews exceed this refum, Mdudh-p aacontoanylnq schedules and statements, and to the best of owledge and belref,
d is true, correct and cortpleta. Dedaratior- of prepa-er other then the personal representeflve b based on aN infom>etlon of which praparer ha y knoNfedge.
SIGNA~~ PERS~j~tJ R~J$I~KE FOR FILING R ~fl~//a
eI1j1~/ / .t/~i /r,~/
ADDRESS
850 MOUNTAIN ROAD NEWVILLE PEA: 17241
SI E OF PREPARER OTHER THAN REPRESENTATIVE
f. ~~ fo
ADDRESS
10 EAST HIGH STREET CARLISLE PIA17013
PLEASE USE OR1~31NAL FORM ONLY
1505607121
Side 1
1505607112{1 J
~_ _~ ~ i_
1505607221
REV-1500 EX
Decedents Social Security Number
Decedent's New: JEAN A• B R A N D T 2 0 6 2 6 6 5 6 0
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. 2 1 1 ? . 2 5 .
6. Jointly Ovmed Property (Schedule F) ^ Separate Billing Requested ....... 6. ~ 6 ~ 4 9 . 7 0 .
7. Inter-Vivos Transfers & Miscellaneous -Probate Property
(Sdiedule G) ~ Separate Billing Requested ....... 7.
8. Total Gross Assets (total Lines 1-7) ........................... 8. ? B 4 6 6. 9 5
9. Funeral Expenses & Administrative Costs (Schedule H) ................ 9• 1 ~ 9 1 1 . 2 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 1 ~ ' 6 5 5 . 2 2
11. Total Deductions (total Lines 9 & 10) ........................... 11. 3 Cl 5 6 6. 5 1
12. Nst Value of Estate (Line 8 minus Line 11) ......................... 12. 4 ? q 0 0 . 4 4
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ......... . ........ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14.
4 9 0 0 . 4 4
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(ax1.2) x.o ~ 0. 0 0 15. 0. 0 0
16. Amount of line 14 taxable
* 6 7 5 5 5
6 6
3
0
4
0
0
0
.
at lineal rate X •045 is. .
17. Amount of Line 14 taxable 0
0 0 0 0 0
.
at sibling rate X .12 17. •
18. Amount of line 14 taxable
0 0 0
0
0
0
at collateral rate X .15 18• •
19. Tax Due ................................................ 19. 3', 0 4 0. 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'' * See attachment
1505607221
Side 2
150560?22'1
_ __ _ _ _ _. ~ w L J.. y... _.: __ ~.
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 0 0
DECEDENTS NAME
JEAN A. BRANDY
- --_
TREETADDRESS
850 Mountain Road
---_
CITY STATE ZIP
Newville PA 17241
Tax Payments and Credits:
1 • Tax Due (Page 2 Une 19)
2. Cred~ts/Payments
A. Spousal Poverty Credit
B. Prior Paymer-ts
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(1) 3,040.00
rota! Credits (A + B + c) (2) o. o0
Total InterestlPenalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPA YMENT.
Fill M oval on Page 2, Lie ?~ fo request t refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the ddference. This is the TAX DUE. (5j 3,040.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B) ~ 3,040.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRt~PIRIATE BLOCKS
1. Did decadent make a transfer and: Yas No
a. retain the use or income of the property transferred : ......................................................................
b, retain the right to designate who shat! use the property transferral 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 alter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate ~nsideration? .......................................................................................
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, ennui!}; or other non probate property which
contains a beneficiary designation? .................................................................................................. ~ i
IF THE ANSWER TO ANY OF THE ABOVE QUEST/ONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE lIT dS` PART OF THE RETURN.
,.. ~ ~ <
i. ~'~~£ .1, s it r~ ~.'l C , , ^;:r "S xk ..~~ ~+:%:y~ x ,_'" ., - '
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 ot; the surviving spouse
is three (3) percent (72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or aRer January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zsVn (0} percent
j12 P.S. §9116 (a) (1.1) (ii) j. The statute does not exemvt a transfer to a surviving spouse from tax, and the statutory njquirements for di5cldsUre 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 aRer July 1, 2000:
The tax rate irr~osed on the net value of transfers from a deceased child twenty-0ne years of age or younger at death to or for the use of a -la~ural parent, an
adoptive parerrt, or a stepparent of the child is zero (0) percent (72 P.S. §9116(a)(1, 2}],
The fax 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) peroent, e~c~pt as noted in
72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)J.
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(aJ(1.3)J, A svbling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
_- _ _ ____ _~_ ~_ 1.:._ __
REV-1508 EX + (8-98)
'` SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8r MISC.
IN RES DENT ECEDENTRN PERSONAL PROPERTY
ESTATE OF FILE pU~j~
JEAN A. BRANDY 21 0 0
Include the of l~igadon and the dale the proceeds waere recefr~ed by the estate.
AN pmpaiy wffh fight of surrNvrshlp moat be dfadosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Adams County National Bank, checking 175161
2. Patriot Federal Credit Union savings xxxxxx9560
3. Erie Insurance Group, refund of premium
4. Sale of vehicle
VALUE AT DATE
OF DEATH
1,254.35
438.90
224.00
200.00 .
TOTAL (Also enfe~ on line 5, Recapdulatlon- ~i S 2,117.25
(Nmore space is needed, insert add~onal sheets of the same size)
_ _ _ _ __ _ i. V_
REV-1509 EX + (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUItBE
JEAN A. BRANDY 21 0 0
Han asset wrsmade/olnt wltliM one year o! Me decedenPs date of death, It must be reported on ScheduM t6.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Ronald L. Brandt
B
C
JOINTLY-OWNED PROPERTY.•
850 Mountain Road
Newville, PA 17241
Son
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTIOW OF PROPERTY
INCLUDE NAME ~ FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUEOFASSET % OF
DECD'S
INTEREST OATS OF DEA TH
VALUE OF
DECEDENPSINTERESI
1. A. 10/2006 Residence situate @ 850 Mountain Rd., Newville, PA, known 152,699.40 ' S0. 76,349.70
as Tax Parcel No. 44-OS-0409-041, being described in Deed
dated 10/11/2006, and recorded in Cumberland Co., Deed Bk
277, Pg 390, and being conveyed to Jean A. Brandt and Ronald
L. Brandt. Jean A. Brandt died 3/17/101eaving title solely
vested in Ronald A. Brandt. Value is assessed value x common
level ration of 1.26.
I
TOTAL (Also enter on line t3, Racapffulation) I ', S 76,349.70
(If more space is needed, insert eddffional sheets of the sarts3 size)
- - _ _ _ _ _ i_ L__
REV-1511 EX + (10-08)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF p~ ~/~~ '
JEAN A. BRANDY 21 0 0
Debts o/decedent must be reported on ScMduN I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Egger Funeral Home, Shippensburg, PA 7,990.75
(Partial payment made from Sch. E.assets, balance of $5,873.50 paid by Ronald L. Brandt) ~
B. ADMINISTRATIVE COSTS:
1. Personal Representative`s Commissions
Name of Persona! Representative (s)
StreetAddress
City Stye Zip
Year(s) Commission Pall:
Z, AttomeyFees MARTSON LAW OFFICES (estimated) Paid by Ronald L. Brandt
3, Family Exemption: (!f decedenPs address is not the same as daimanYs, attach explanation)
Gaimant
Street Address
Cdy Sfate Zip
Relatronship of paimant to Decedent
4• Probate Fees
5. AaounteM's Fees
6. Tar Retum Preparers Fees
7. Register of Wills, filing fee, Inheritance Tax Return (paid by Ronald L. Brandt)
8. Certified mailing, PA Department of Welfaze (paid by Ronald L. Brandt)
2,900.00
15.00
5.54
I
TOTAL (Also enter on line 9, Recapdulation) S 10 911.29
(lf more space is needed, lnseR addNror-al sheets of fhe same size)
REV-1512 EX + (12-03)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS bF DECE'bENT,
1NFiERITANCE TAX RETURN MORTGAGE LIABILITIES 8 LIENS
RESIDENT DECEDENT ~
ESTATE OF FlLE NUA~&R
JEAN A. BRANDY 21 0 0
Repot debts lncumed by the decadent prior to death whkh remained unpaid as of (ha date of death, includMg unrbdrrsad medka/expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION Of DEATH
i, East Pennsboro Ambulance Service, account payable 288,80
2. Nevwille Community Ambulance, account payable 372.00
3. Pinnacle Health Emergency, account payable 33.76
4. Pinnacle Health Medical Services, account payable 16.82
5. Pulmonary & Critical Care Med Assn., PC, account payable 137.23
6. Quantum Imaging & Therapeutic, account payable ' 20.33
7. Chase Bank Credit Cazd xxxxxxxxxxxx9499, balance due 7,271.77
8. Citi Bank, N.A., Sears Gold Mastercazd, xxxxxxxxxxxx4881, balance due 998.80
9. Citi Bank, AT&T Universal Mastercard, xxxxxxxxxxxx9823, balance due 5,225.13
10. FIA Cazd Services, Visa credit card, xxxxxxxxxxxx4466
11. FIA Card Services, Mastercard, xxxxxxxxxxxx5871
3,866.54
1,424.04
TOTAL (Also enter on line 10, Receprtulation~ ; I ~ 19,655.22
(If more space Is Headed, insert aoYllNa-el sheets of the same size)
REV-1513 EX ~ {9.00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NU~ER
JEAN A. BRANDY 2 ~ n n
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDEN
Do Not List Tiustaa{s) AMOUNT OR SHARE
OF ESTA TE
I TAXABLE DISTRIBUTIONS (irKlude outright spousal distributions, and transfers under
Sec. 9118 (a) (1.2)]
1. Ronald L. Brandt Lineal 67,555.66
850 Mountain Road
Newville, PA 17341
(Sch F. asset less Sch. H expenses paid by Ronald L. Brandt
in excess of Sch Eassets- see attached)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18, AS APPROPRIAT(=, REV-15011 COVER SHEET
II. NON-TAXABLE DlS1R/BUTIONS:
A. SPOUSAL D1STR1BUT10NS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
8. CHARITABLE AND GOVERNMENTAL DJSTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET
(If mae space is needed, insert additional sheets of the same size)
a
__ __ __ _ . __ _ _ _ __ ~ I__l .
ESTATE OF JEAN A. BRANDY File No. 21-10
Attachment to REV-1500
Dear Sir or lViadam:
The taxable portion of the Estate was computed as follows:
Sch H expenses: $10,911~'.~9
Sch H expenses paid from Schedule Eassets -2 1'~. 5
Balance of Sch H expenses paid by Ronald L. Brandt 8,7941.44
12 value of Sch F asset titled $76,34~~.70
"joint with right of survivorship"
with Ronald L. Brandt and transferred
to Ronald L. Brandt on date of death
Sch H expenses in excess of
Sch E assets paid by Ronald L. Brandt -8 7 4''
Taxable at 4.5% $67,555;66
The Estate did not have sufficient assets to pay Sch I debts, accordingly, they were not used
as deductions when computing tax owed to the PA Department of Revenue.
F:\FILES\DATAFILE1Eatue P4nnina\12157.1.en71.2006
A! ~
J ~ 1
LAST WILL AND TESTAMENT
I, JEAN A. BRANDY, of Upper Mifflin Township, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make, publish and declare t~s to be my Last
Will and Testament, hereby revoking any and all former Wills or Codicils made iby me.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all death taxes (whether such taxes may be payable by my estate or by any recipient cif any property)
shall be paid from my residuary estate as soon as practicable after my decease vial as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property npt passing under
this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, unto my son,
RONALD L. BRANDY, absolutely.
3.
In the event my said son, RONALD L. BRANDY, shall predecease or fail tp'survive me by
more than thirty (30) days, then I give, devise and bequeath all of my estate, both r~~l and personal
property, in the following manner:
a. Fifty percent (50%) thereof unto my son, JEFFREY A. BRANDY;
b. Twenty-five percent (25%) thereof unto my granddaughter, GiFiETCHEN C.
BRANDY; and
c. Twenty-five percent (25%) thereof unto my granddaughter, HELJI A. BRANDY.
d. In the event any beneficiary of this Item 3 shall predecease or fail t~ survive me by
thirty (30) days, then his or her share shall be distributed to my remaining beneficiaries in accordance
with the proportions set forth in this Item 3.
4.
I nominate, constitute and appoint my son, RONALD L. BRANDY, as Execu~ar of my estate.
In the event he is unwilling or unable to so act, then I appoint my son, JEFFREY A'~. BRANDY, as
Executor of my estate.
,.
~~'~
[Initials]
Page 1 of 3 Pages
_~
- _ _ i 1--
5.
I direct that my Executor shall not be required to file a bond to secure the faithful
performance of his duties in any jurisdiction.
6.
I authorize and empower my Executor in his sole and .absolute discretior4, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or p{ettsonal property
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or Igrant options in
regard to any or all property of any kind forming a part of my estate for such term, and such prices
as he may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forYrii~g a part of my
estate or to join in or secure the partition of same; to compromise any claims or Id~ernands of my
estate against others or of others against my estate; to make distribution in kind alnd to cause any
shaze to be composed of cash, property or undivided fractional shazes in property ~lilfferent in kind
from any other share; to employ agents, attorneys and proxies and to delegate to tlhem such power
as my Executor considers desirable and to pay reasonable compensation for such services as may be
rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may
be necessary to carry out any of these powers. In addition, I direct that my Execut~ri shall have the
power to conduct an inventory of any safe deposit box necessary to the administratpn of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this ~//`~ day of
d~~~-. ,~ocL.
EAL)
an A. Brandt
SIGNED, SEALED, PUBLISHED AND DECLARED bythe above-named'~estatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have here~mto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each ot~~r.
~h~~~-
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
. SS.
COUNTY OF CUMBERLAND )
We, Jean A. Brandt, Christopher E. Rice, and / ~' (ZY'c i ~ y'. C~m,~~~ ,the
Testatrix and the witnesses, respectively, whose names aze signed to the foregoing instrument, being
first duly sworn, do hereby declaze to the undersigned authority that the Testatrix signed and
executed the instrument as her last Will and that the Testatrix has signed willingly, and that the
Testatrix executed it as her free and voluntary act for the purposes therein express$d, and that each
of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a iw!itness and that
to the best of his/her knowledge the Testatrix was at that time eighteen years of ,age or older, of
sound mind and under no constraint or undue influence.
A. Brandt, Testatrix
e ~ /~.-~
Witness `~`r'~°
Witn ss
Subscribed, sworn to and acknowledged before me by Jean A. Brandt, the Testatrix, and
subscribed and sworn to before me by Christopher E.Rice and ~~-~G, ~ ~ ~o ~ p~rt _ __. ,
the witnesses, this /day of ~~ , ~v G .
_~~ ~~~
Notary Public
NOTARIAL SEAL
pORpINE L. M1(ERS, NOTARY
CI-R{JSLE BORO, CQUNTY OF CUMBE IiAN~
My (~NMuNSSION p(PIRES MAY 27,
Page 3 of 3 Pages
~A~r~ ~O~mr~
NATIONAL BANK
DATE: 3/29/2010
EGGER FUNERAL HOME
***One Thousand Two Hundred Fifty Four Dollars and Thirty Five Cen#s***
REMITTER: JEAN BRANDY
204108
OFFICIAL CHECK
$'***$'I ,254.35
TeINr ~: 1882
~~__ _.._
ii' 204 L08a~+- ~:0 L i00 709 2~0 X600 LO 380668x'
' MEMBER COPY
Q~
FF~3'iRAL CREDIT UrTION
HW iwM1y 0~ N~NwI G~YI UrN ~d~irhdir
P.O. 80X 778
CHAMBERSBURO, PA 1 7201-0 778
(7171 263.4444
Check Purpose SHARB WITHDRAWAL Check# 480812 $438.90
Acct 0001159560 HRANDT,JEAN A Effect: 03/30/10 Poats 03/30/10 Tlr: 1630
ID DUE DATE PRINCIPAL INTEREST FEES NEW BALANCE TRAM AMOUNT SEQ
(See receipt for reference)
,5~ `
r~.
__ ~~.
--
~~'4808 L 2~~' ~: Z3 13799?9~: ??00 L9 L00005~F'
TaxDB Result Details
Detailed Results f or Parce144-OS-0409-041. in
DistrictNo 44
Parcel ID 44-OS-0409-041.
MapSuffia
AouseNo 850
Direction
Street MOUNTAIN ROAD
Ownerl BRANDY, JEAN A & RONALD L
CIO
PropType R
PropDesc
LivArea 1248
CurLandVal 29290
CurImpVal 91900
CurTotV al 121190
CurPretVal
Acreage 2.16
CIGrnStat
TazEa 1
SaleAmt 1
SaleMo 10
SaleDa 11
SaleCe 20
SaleYr 06
DeedBlcPage 00277-00390
YearBlt 1957
IiF File Date 10/25/2004
IIF Approval_Status A
Page 1 of 1
the 2004 Tax Assessment Database
http://taxdb.ccpa.net/details.asp?id=44-004 9-04~bse,~ect~ r 7/14/2010
~'
~ F:1FIL.ES\DATAFILEUteal Estate\12157.2.dad.wpd
Parcel No. 4405-0409-041
DEED
MADE THE // T~ day of DGTot3~lL. , 2006.
BETWEEN JEAN A. BRANDY, widow, of Cumberland County, Pennsylya~ia, hereinafter
referred to as:
Grantor,
and JEAN A. BRANDY and RONALD L. BRANDY, adult individuals, of Cumb~lerland County,
Pennsylvania, hereinafter referred to as:
grantees,
In consideration of ONE AND 00/100 ($1.00) DOLLAR, the receipt whereof is hereby
acknowledged, the Grantor does hereby grant and convey to the Grantees, as joint ter~alnts with right
of survivorship:
TRACT NO. 1
ALL THAT CERTAIN tract of land situate in the Township of Upper 1V~Iifflin,
County of Cumberland and State of Pennsylvania, bounded and described as fellows,
to-wit:
BEGINNING at a point in a Township Road, said point being 280 feet East of the
Southeast corner of land now or formerly of John Brandt; thence along the' ce,~ter of
Township Road 368 feet to an iron pin in said road at a corner of land rlow or
formerly of Kenneth Whistler; thence in a Northerly direction along Whistl land
145 feet to an iron pin; thence in a Westerly direction along other land o~vv or
formerly of Samuel L. Brandt and Amy K. Brandt, husband and wife, 332 fe t to an
iron pin; thence continuing along land now or formerly of Brandt in a So t~erly
direction 160 feet to the Place of BEGINNING.
Samuel L. Brandt and Amy K. Brandt, husband and wife, reserve the use of a~l fruit
trees situated on the within-described tract as long as they are productive to~~ther
with the right of ingress and egress for the proper care and harvesting.
BEING the same premises which Samuel L. Brandt and Amy K. Brandt, husband and
wife, by their deed dated March 17, 1969, and recorded in Cumberland County,
Pennsylvania, Deed Book "D", Volume 23, Page 390, granted and conveyed unto
Dale R. Brandt and Jean A. Brandt, husband and wife. The said Dale R. Brandt died
on June 2, 1987, vesting title entirely in the said Jean A. Brandt.
o~~ ~7~ /a- ~~~
r ~~
TRACT N0.2
ALL THAT CERTAIN parcel of land situate, lying and being in Upper Mifflin
Township, Cumberland County, Pennsylvania, bounded and described as follows:
BEGINNING at an existing angle iron in line of lands now or formerly of ~ichard
Whisler at corner of lot now or formerly of Dale R. Brandt et ux.; thence alc~t~g line
of lands now or formerly of Richard Whisler, North sixty-one (61) degrees ~hi#ry-rune
(39) minutes four (04) seconds West, one hundred thirty-six and forty hundredths
(136.40) feet to an iron pin; thence through lands now or formerly of Amy K.
Brandt, widow, South forty-two (42) degrees seven (07) minutes (50) secon West,
two hundred ninety and fifty hundredths (290.50) feet to an iron pin; hence
continuing by the same, South forty-four (44) degrees three (03) minutes rty-six
(36) seconds East, one hundred thirty-five and fifty hundredths (135.50) fe tto an
existing stake at corner of lot now or formerly of Dale R. Brandt et ux.; theonc~ along
line of lot now or formerly of Dale R. Brandt et ux., North forty-one (41') ~ggrees
thirty-nine (39) minutes thirty-six (36) seconds East, three hundred thirty-ttywp and
zero hundredths (332.00) feet to the existing angle iron, the point and p~a~ce of
BEGINNING. CONTAINING 0.957 acres, more or less.
The foregoing description prepared in accordance with survey of Wilbur H. Clifton,
Registered Surveyor, dated the 27`~ day of October, 1980.
BEING the same premises which Amy K. Brandt, widow, by her deed~i dated
December 24,1980, and recorded in Cumberland County, Pennsylvana Deed hook
"H", Volume 29, Page 553, granted and conveyed unto Dale R. Brandt and J an A.
Brandt, husband and wife. The said Dale R. Brandt died on June 2, 1987, ~e~ting
title entirely in the said Jean A. Brandt.
THIS IS A TRANSFER FROM PARENT TO PARENT AND CHILD', AND
THEREFORE IS EXEMPT FROM PENNSYLVANIA REALTY TAX.
AND the said Grantor hereby covenants and agrees that she will warralnt'I specially the
property hereby conveyed.
IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day and year
first above written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
_ SEAL)
an A. Brandt
COMMONWEALTH OF PENNSYLVANIA )
): ss.
COUNTY OF CUMBERLAND )
~h
On this, the / / day of ~ ~ G~f l'' , 2006, before me, the undelrs~gned officer,
personally appeared JEAN A. BRANDY, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that she ~xeicdtted the same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Michelle W. McCoy, Notary Public / J ~~~~ , _ ~CE~)
3^+~th Middleton Twp., Cumberland County l~j Pub11C ~"~
•ry Commisafon Expires Nov. 18, 2009
Memt~er, PerNlaylvania Association of Notaries
I hereby certify that the precise residence and complete post office address of the within
Grantees is 850 Mountain Road, Newville, PA 17241
Attorney for Grantees
MARTSON DEARDORFF WILLIAM$ 6Z OTTO
IxFO>~-nON • ADV~t~ • AOVOI;ACY
ATTORNEYS & COUNSELORS AT LAW
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
FACSIMILE (717) 243-1850