HomeMy WebLinkAbout01-0239
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of GERALDINE E. BRINKLEY
a/so known as
Deceased.
Social Security No. 174-05-1427
No. .2./- a 1- ~3Cf
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated September 22, 1999 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 893 Old Silver Spring Road, SILVER SPRING TOWNSHIP
Decedent, then 85 years of age, died February 25, 2001, at Carlisle Hospital, Carlisle, P A.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
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: 893 Silver Spring Road, Mechanicsburg, P A
$ unestimated
$
$
$ unestimated
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil presented
herewith and the grant of letters testamentary thereon.
"-711 tV(~ 9-. .S'~~-;~y(
MarleneJ. Sand~on
411 North Pitt Street
Carlisle, P A 17013
(717) 258-3317
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.
~ (yZih~ ft' ~14"Yl
areneJ. Sandetson
Sworn to or affirmed and subscribed
before me this d 7 z^,- day of
,,--:f{jJ.A-fL/lLt!.-t-- , .aCe I .
'-n) ~i i! (I VU ;,,-~ ~, . (i. if . .:JrL:;, 77""0 ~~.
1 . I
RegIster
/ t - .2- It! - 7
No. 21-01-0239
Estate of Geraldine E. Brinkley, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, MARCH 5, 2001
, in consideration ofthe petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated September 22, 1999 described therein be admitted to
probate and filed of record as the last will of Geraldine E. Brinkley and Letters Testamentary are hereby
granted to Marlene J. Sanderson.
Will Book #
Page
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Ij
lit "~f' '/) . v..... /) /J. 'j 'C ~f- )
I-A P,-t:., ~ ~..<.... (".tA ~~~
Register of Wills
FEES
Probate, Letters, Etc.
Short Certificates(3 )
~ EXTRA PAGES
JCP
TOTAL
$ 70.00
$ 9.00
$ 6. 00
$ 5. 00
$ 90.00
Mark A. Denlinger, 83794
ATTORNEY (Sup. Ct. 1.0. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
Filed MARCH 5, 2001
CALLED ATTORNEY MARCH 5, 2001
F. \FILES\DA T AFILE\EST A TES\9886-petition.ltr
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.oc;ti
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is to cenify that the information here given is correctly copied hom an original certiflcate4, d; l ] dl
Registrar. The original certificate will be forwarded to the State Vital Records OHiee for p, IT] n . n"
1 ./,.'
'", .''''' -"
Y fl (d \\ i h me as
linf
WARNING: It is illegal to duplicate this copy by photostat or photo\Jmpl,
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Fee for this certificate. $2.00
P 7233975
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Date
HIO, :43 A.y 21B7
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPf.;PR'NT
IN
PERMANENT
Bl.ACIlINIl
AGE (la.. Bon_VI
UNDER' YEAR
Monlha Oa~
STAlE FILE ~UMBER
Geraldine Emma Brinkl~;~~~~~~=-=~ S;~- Fem W;A;SECUR::M~ _ I '"II. il.A1EOFOEAFe~~rY 25,2001
PlACE OF DEATH ICf\<<k onty 11fl8 -- -;ee ,nSlflJ(;"O'~ 00 UI~I ':i1l&Je)
3lal801 fC1et9Il CounuyJ HOSPITAl
Cumberland Co o.Ql_. D ~,.."' 0
7 . ...
fACIUN NAME (II nolln~N\Jlton, give SliM and nl.Jf1l1Jef1
:;'::""10
NAME Of DECEDENT (flf$!. Middle. lasl.
~
5.
COUNTY OF DERH
Cumberland
Carlisle Hospital
RACE . AmO<\CMllndlon. _. WIl.o. Ole.
l$pldy,
White
....
Ie.
10.
DECEDENT'S USUAL OCCUP,v1ON
tG.1I81und 01 WOIk done duf:':l, most
ol.ning .,.: do no&rm;p~or
. 11._ lib.
DECEDENT'S MAIlING AllORESS r.;u-. Coly~. _. Z'" Codel
893 Old Silver Spring Road
Mechanicsburg, Pa. 17050'
();d
....-
Cumberland::::"'?
MARITAL STATUS. M....... SURVIVING SPOUSE
Never Married, WidOwed. \It ..... ~ ~ nMl'MI)
O_cecl \SI>eC"Y'
Divorced
15.
Silver Spring
IWp
1..
F.vHER'S NAME (F.... M<IdI8. .....,
11.
INfORMANT'S NAt.lE (T ypelP'onll
11b. Coun
17..0 ::==-::: of
<oly-
Thomas Gleim
Marlene J. Sanderson
MOTHER'S NAME \F..:iI. Maddie. MatdenSurnamoJ
Edith Cornman
,..
INFORMANT'S ""'lUNG AOORESS 'SIr.... Colyllawn. SIoIe. Z~ Code,
_. 411 North Pitt Street I..;arlisle, Pa. 17013
PlACE OF DISPOSITION. ........ 01 C_O'Y. C,omo"", l.OCATION . ColyflOwn. s..... Z",Code
or OI/lef Place
Conolite Crematory
SChaefferstown, Pa. 17088
Feb 26, 2001
21c.
I :
/L<'-J/Y;/C,/;'VC ?V/1I /2 ~~
DUE 10 (OR AS ACONSEOUENCE Of): (7
~(' a/.?7 a~_____
DUE lIS (AS A COOSE QUE NeE Of)
NAt.lE ANO AOORESS OF FACIUTY
FD-012662-L 22.. Myers Funeral Home, Inc. 37 East Main Street Mechamcsburg, Pa 1
LICENSE NUMBER OATE SIGNED
aJII. I'h,t? tJ':;J-7//ClL ~DaV._1 /:: .1'fi. /)~
~ CASE REFERRED TO MEO~Al. !JIIMINERIC R?
H. v.. ~a Hoc.---
I AppJoJum... PART II: 0Ihet sigolfteant c::ondiIions c:onulbuting to death. bIA
: ....,.. berween noli ,..sutUng in the undertying cause given in PART I
: onMC and dNIh
l
055
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~?..t?.:;..' ;(/9 _..
DUEIDIOR AS A CONSEOuENCE Of)
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:
---- -,...-
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WERE AUTOPSY FINDINGS
AlAllAlll.E PRIOR 10
COMPl.ETION OF CAUSE
OF DERH?
t.lANNER OF DEATH
DATE OF INJURY
tMolUn, Day. 'teat)
TIME OF INJURY
INJURY AT WORK?
DE'SCRIBE HOW INJURY OCCURRED
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NoD
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rJ :~CEOf INJUR~;;o;n.~~~;e", ractOlV. omc.
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Coutd flOC be determloed
aeb.
CERTIFIER IC""eck 0f'It... ClrWI)
.CERTIFYING PHYSICIAN IPh.,.soe.an C~\Ify.nq cau~ ~ ~dtt\ ...htJll .ul0Iht.>f pt1't'':.oL,dl\ tlttS pf(lIlut.'k:~l dc,t1h ;U1LJ .lJfllplded Ill!/ll LlI
To the be., o. my know'-dge, de.th oa:un.-d due 10 the cau.e(s).and manne,.A. slated
:19.
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8
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.PRONOUNCING AND C~RlIF'WING PHVSICIAN jf'llvs.c:l,Jn tJOlt. ;.;t:::IIOUI1(;I(l\J Lle-.lltl ..Ifld Lel'lrtYlflq 10 CdIJ~ ot ,Je.Jrt,j
To the ~I of my knowled<lft, death occurred at the time, dale, and piKe. and due 10 the Ciluse(a) and manner.. sl.~led
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F IFI LESIDA T AFlLEI WILLSI9886. WIL
LAST WILL AND TEST AMENT
21-01-239
I, GERALDINE E. BRINKLEY, of the Borough of Mechanics burg, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, unto my
daughter, MARLENE J. SANDERSON, absolutely.
3.
By this Will, I specifically direct that there shall be no distribution of my estate to my
daughter, Joanne Kotzmoyer, due to the fact that she has fallen out of favor with me. We have not
spoken for several years and she has never visited me at my home at 893 Old Silver Spring Road
which I purchased approximately fifteen (15) years ago.
4.
I nominate, constitute and appoint my daughter, M.ARLENE J. S~ANDERSON, as Executrix
of my estate and I direct that my Executrix shall!,\ot be required to file a bond to secure the faithful
performance of her duties in any jurisdiction.
5.
I authorize and empower my Executrix, in her sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
~t'6
G.E.B.
Page 1 of 3 Pages
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as she 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 forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power
as my Executrix 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 Executrix shall have
the power to conduct an inventory of any safe deposit box necessary to the administration of my
estate.
aJ
IN WITNESS WHEREOF I have hereunto set my hand and seal this ~~ day of
~k"^--~ , 1999.
A~~c! f3~EAL)
Geraldine E. Brinkley
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the s~id Testatrix and of each other.
- -----) _' - I /t -T'--
~/t '''-'-0-~ L/. CC)iY(('>~
, I
, \,
Page 2 of 3 Pages
COUNTY OF CUMBERLAND
)
: SS.
)
COMMONWEAL TH OF PENNSYLVANIA
I, Geraldine E. Brinkley, 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; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
fl~~ C'0~
Geraldine E. Brinkley
Sworn or affirmed to and acknowledged before me by Geraldine E. Brinkley, the Testatrix,
this L'L\ day of ~k~bt.-, ,1999.
COUNTY OF CUMBERLAND
)
: SS.
)
We~~l~ -rLJM-Jm and )-'Y\~~tA Y. Cf)rr'\.PrnJ
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Geraldine E. Brinkley, the
Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and
that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that
each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best
of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under
no constraint or undue influence.
(I~
Notary Public
NO T ARtAl SEAL
CORRINE l. MYERS, Notary Public
Carlisle Boro, CumbertandCounty
. My Com~~~iE~_.EX ires Ma 27, 2003
COMMONWEAL TH OF PENNSYLVANIA
lS€~P\lM-\J -r:-lA~A2~€1Z.
Address 7i-Ai ~"1" dt<,~ >""'-
C~SL~ Pk 1.::Jo,~
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,$ ~I
;:;(1.,,,- ~_(' '-f;;.,I lJ.-l:.: c. t.-.' 'f / Ycc 7
7 '01 J. ,
~
Sworn or affirmed to and subscribed before me this ~ day of ~, 1999.
Notary Public NO RIAL SEAL
CORRtNE L. MYERS~Not8 Public
Carlisle 8oro, Cum
Page 3 of 3 Pages - My Ccmmission Ex "res Ma 27
__,_-L.~..., . ,. ,_,. ._...........
F:\FILES\DA T AFlLE\EST A TES\9886-notice.cer
~.
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: GERALDINE E. BRINKLEY
Date of Death: February 25, 2001
File No. 21-01-0239
To the Register:
I certify that notice of estate administration 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 or
about April 27, 2001.
Marlene J. Sanderson, 411 North Pitt Street, Carlisle, P A 17013
Joanne Kotzmoyer, 348 McAllister Church Road, Carlisle, P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: April 27, 2001
Signature
Name
tffi<. A~
Mal! A. Denlinger; squire ..
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Attorneys for Personal Representative
FORM 93-0.C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF
NO: 21-01-239
Geraldine E. Brinkley
(Deceased)
CLAIM
TO the Clerk of orphans' Court Division:
Index and make proper entry in your official record of claim of
Discover Financial services, Inc. (Claimant) ACct. NO.: 6011002930654413
in the amount of $251.00 against the estate of the above named decedent.
This claim is filed under section 732 (b) (2) of the Fiduciaries Act of 1949 as
amended.
The said decedent, who resided at 893 Old Silver Mechanicsburq, PA
17055, died on Februarv 25, 2001.
written notice of this claim was given to Marlene J. Sanderson, Personal
Representative and Mark A. Denlinger'Lire ~~ October 31, 2001
Lee E. Kemp, Authori d Agent
175 South Third street,
COlumbus, OH 43215
1-800-325-9965 wwr # 02352596
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DENLINGER MARK A
TEN EAST HIGH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 174-05-1427
FILE NUMBER: 21 - 2001 - 0239
DECEDENT NAME: BRINKLEY GERALDINE E
DATE OF PAYMENT: 11/26/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/25/2001
NO. CD 000550
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $685.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MARK A DENLINGER
CHECK# CASH
SEAL
INITIALS: AC
RECEIVED BY:
$685.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MARK A DELlNGER ESQUIRE
C/O MARTSON ET AL
TEN EAST HIGH STREET
CARLISLE, PA 17013
_nn_n fold
ESTATE INFORMATION: SSN: 174-05-1427
FILE NUMBER: 21 - 2001 - 0239
DECEDENT NAME: BRINKLEY GERALDINE E
DATE OF PAYMENT: 01/28/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/25/2001
NO. CD 000803
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $905.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$905.00
REMARKS: MARLENE SANDERSON
C/O MARK ADELINGER ESQUIRE
CHECK# 2568
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MARLENE J SANDERSON
411 NORTH PITT STREET
CARLISLE, PA 17013
_n_nn fold
ESTATE INFORMATION: SSN: 174-05-1427
FILE NUMBER: 2101-0239
DECEDENT NAME: BRINKLEY GERALDINE E
DATE OF PAYMENT: 04/22/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/25/2001
NO. CD 001092
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $914.11
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MARLENE SANDERSON
CHECK# 2636
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$914.11
MARY C. LEWIS
REGISTER OF WILLS
/6' - ~/-<-/ - -7
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-I'D7 EX AFP (01-02)
Jl
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-28-2002
BRINKLEY
02-25-2001
21 01-0239
CUMBERLAND
101
GERALDINE E
MARK A DENLINGER ESQ
MARTSON ETAL
10 E HIGH ST ,~
CARLISLE PA 1~m13
'0/
1 :'-;2
Allount Relli Hed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y- :i&rfj-ix--AFP--((ff:021-------...--iNifERI'i'-ANCE--YAX--STA-fEHE-NY-O-F-Aifcouiff--...---------------- - - ---
ESTATE OF BRINKLEY GERALDINE E FILE NO.21 01-0239 ACN 101 DATE 05-28-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002
P R I N C I PAL TAX DUE: ...........................................................................................................................................................................................................................
2,467.67
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2001 CDOO0550 .00 685.00
01-28-2002 CDOO0803 .00 905.00
04-22-2002 CDOOI092 36.30- 914.11
TOTAL TAX CREDIT 2,467.81
BALANCE OF TAX DUE .14CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .14CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
\.. /~--d/y- 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-U07 EX AFP 101-02)
.02
Iii/ii] P "1
111\ -,) ,--
DATE
ESTATE OF
DATE OF DEATH
:18FILE NUMBER
COUNTY
ACN
03-04-2002
BRINKLEY
02-25-2001
21 01-0239
CUMBERLAND
101
GERALDINE E
MARK A DENLINGER ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE
\;.
CLi r:(.
Allount Rellitted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iffY' :i6'ifj-Ex--AFP--foY:021-------...--iNifERI,.-ANc'E--TAx--si"jrfEM'E-tiT-'ifF'-Ac-couiif--.-..---------------- - - - --
ESTATE OF BRINKLEY GERALDINE E FILE NO.21 01-0239 ACN 101 DATE 03-04-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
2,467.67
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2001 CDOO0550 .00 685.00
01-28-2002 CDOO0803 .00 905.00
EREST IS CHARGED THROUGH 03-19-2002 TOTAL TAX CREDIT 1,,590.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 877.67
INTEREST AND PEN. 31.41
. IF PAID AFTER THIS DATE" SEE REVERSE TOTAL DUE 909.08
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
HARK A DENLINGER ESQ
HARTSON ETAL
10 E HIGH ST
CARLISLE
8UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
"UT A'''N(: TW"!'; I T~F
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.~
! ..
I \...;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
REV-1547 EX AFP 112-00)
01-21-2002
BRINKLEY
02-25-2001
21 01-0239
CUMBERLAND
101
GERALDINE E
A.ount R8IIi tted
'1tJ5,{;JO
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
~ -PEn IN LOltlfR r!OPTJON FOR YO.YR RECORDS ~ _~
PA 17013
..
I C;-r:2/L/-7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG 1 PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recui
Ref!.,
Df DATE
;. ESTATE OF
DATE OF DEATH
FILE NUMBER
P 3 :14 COUNTY
ACN
.02 JAN 18
MARK A DENLINGER ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE
CiE,
PA 17btgnb;~
01-21-2002
BRINKLEY
02-25-2001
21 01-0239
CUMBERLAND
101
CY /~
5lV'W'f
REY-1547 EX AFP [12-00)
GERALDINE E
Allount Rellitted
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=is4-j-EX--AFP--ri'2-':o0.r-Noi"-icE-OF-.rNHEifiTAifcE-i"-AjrA-PPRA-isEHENT~--ALi-owAircE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRINKLEY GERALDINE E FILE NO. 21 01-0239 ACN 101 DATE 01-21-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED
SEE ATTACHED NOTICE
( x) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
61376.43
791230.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5,154.61
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
85,606.43
30.76Q 21
54,837.22
.00
54,837.22
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ Ahh returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
25.614.60
(11)
(12)
(13)
(14)
(15) .00 X 00 = .00
(16) 54,837.22 X 045 = 2,467.67
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 2,467.67
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2001 CDOO0550 .00 685.00
INTEREST IS CHARGED THROUGH 02-05-2002 TOTAL TAX CREDIT 685.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 11782.67
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.55
TOTAL DUE 1,809.22
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
...
REV-1470 EX (6-88)
t'
REVIEWED BY
'*
ITEM
SCHEDULE NO.
F 1
INHERITANCE TAX
EXPLANATION
OF CHANGES
Brinkley, Geraldine E.
FILE NUMBER
Daniel Heck
ACN
2101-0239
101
EXPLANATION OF CHANGES
The real estate has been increased to 100% taxable. The decedent maintain her residence
until her date of death at the address, adequate consideration was not received at date of
transfer and the decedent was continuing to pay for the maintenance and upkeep of the
real estate this is an implied life estate.
ROW
Page 1
/6 -,;)1.y-7
*' REV-1500
COMMONWEALTHOFPENNSYlVAMA INHERITANCE TAX RETURN FILE NUMBER
DEPAR~~NT,~:VENUE RESIDENT DECEDENT 21 01
,~~~ISBl.IRG..PA 1712S.~_---.L .~____________ ~ CO~NTYC()DE .YEAR
--I~E=;~~Ed~~~:;;:~DDLEINITIAcr-~ - - - - - - i ~~c:~~~~Ut~~;UMBER -
ffi ~FDE};Tff{MM=DD-VEARf - ~ATEUFBIRTH(MM.[J[J-YEARf - -- - - THIS RETURN MUST BE FILE:O IN DUPLICATE WITH" THE
g \~:~~iA~~E~ ;URViVING SPOUSES NAME! ~S~IF~~~ ~~: ~DDLE INITIAL~~- ~J. SOCIAL SE:O~~I~U~~~ROF WILLS__._
I
'0 T$upplemental Ret~-----"'---- -d~Rema'nder Ketwl1"\aare'oTaealhpnorto1T-TI=a2.)
REV.1iJGOEX+II-D01
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1. Original Return
III 6. Decedent Died Testate (Attach copy 0
ofWiU)
9. litigation Proceeds Received
o 48. Future Interest Compromise (date of death
afler12-12-B2)
7. Decedent Maintained a L.iving Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
OFFICIAL USE ONLY
(!,.
o 4. Limited Estate
00239
NUMBER
AME
. ~ Mark A. Denlinger, Esq.
"'z I'
~w f1R~.fNAME{lfappIiCClblej------- --.----
15 ~ Martson Deardorff Williams & Otto , 10 East High Street
,,~ JE~E(;/~":;~~:r =.'. ________ -- - ~ .Icarhsle, PA17013~~___
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
z
o
~
"
~
~
'"
"
w
'"
3. Closely Held Corporation, Partnership or Sole~Proprietorshjp
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1)
None
10. Debts of Decedent. Mortgage Liabilities, & Lians (ScI1edulB I)
11. Total Deductions (tota) Lines 9 & 10)
12, Net Value of Estate tUne 8 minus Line 11)
(2)
(3)
None
None,.. g
._.__ --= (11
(4) None::1 ;'.
------- -----(1) ~
(5) __ 6,376.43~
39,615.0'0'..
(6)
(7)
---------------:r.--."
Noneb
(9)
(10)
C'-,
:'Oc
):>;::
5,154.61
--~---------
25,614.60
113. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
114. Nel Value Subjecllo Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
15.Amount of Une 14 taxable at the spousal tax rate,
or Iransfers under Sec. 9116(a)(1.2)
z
o
"
;!
"
..
~
o
"
~
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
15,222.22 x .045
x .12
x .15
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
d
-
:offil
roo
(C.~ 0
.;.......-
.c
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-
(8)j:,;,
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,1Ml.IRUn111J
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-(0)
Decedent's Complete Address:
STREET ADDRESS
893 Old Silver Spring Road
CITY
-- STATE PA-
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C)
3. Interest/Penalty if applicable
D. Interest
E. Penally
TotallnterestlPenal1y (D + E)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Una 20 to request a refund
5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
z)rI7()5s
(1)
685.00
(2)
0.00
(3)
(4)
(5)
(SA)
(5B)
0.00
685.00
685.00
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;.....................................................................,....... 0 jgI
b. retain the right to designate who shall use the property transferred or its income;................................ 0 ~
c. retain a reversionary interest; or......................................................,.....".,......"...................,................ 0 ~
d. receive the promise for life of either payments, benefits or care?.........................".........".................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?... ............... ".... .......... .......... ......,....... ..................................... ................. 0 ~
o Il!I
o Il!I
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?. ." ... ... .,. ... ... .,..... ... .... ... ....... ... ....... ... .... ... .... ... .... ... ... .... ... ... .... ... ... ... .... ...
Under penalties of perjury, 1 declare that I have examined this return. including accompanying schedules and statements, and to the besTaf my knowledge" and beller. it islrue-;-Correct
and complete:
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SiGN"ATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS '"_n__"_"_"
. 7 (1 ~ 411 North Pitt Street
~l>~..Bfo">ILlNG"~If!!.:~ AUU""" Carlisle,PA 17013
Auul'(t:~~"-----------
10 East High Street
Carlisle, PA 17013
DATE
");U",)bl
---DArt-
- -------O~ --
II )2(, /01
For dates of death on or after Ju y 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 .8. ~9116 (a) (1.1) (Ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax retum are still applicable even jf 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) {1.2}}.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, 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 ofthe decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)1. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
'* I
COMMONWE/l.L11-IQFPEtiNS'(lVAN\A _LI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-..---------
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~
. I FILE NUMBER
I 21-01-00239
ESTATE OF BRINKLEY, GERALDINE E.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
--I
DESCRIPTION
VALUE AT DATE
OF DEATH
- 3)2643
Fulton Bank, Checking Account #5630-83458
2
1988 Lincoln Towncar
3,000.00
3
Household goods
250.00
TOTAL (Also enter on Line 5, Recapitulation)
6,376.43
.. I SCHEDULE F I
COM~~~~~~gAX"""NE~~~ANrA I JOINTLY.OWNED PROPERTY
__ _~E_~IDENT_,OECED_~~,__-------L__________.__,_______.___,__L._____________ __ _._ __ _
ESTATE OF
BRINKLEY, GERALDINE E.
I FILE NUMBER
21 - 01 - 00239
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
'A 'Marlene J. Sanderson - --' -4ITNorth Pitt Street-.---- Danghter
Carlisie, PA 17013
JOINTLY OWNED PROPERTY:
N~~~R ~~M5~ ~~~~ ~~~~~:,~~;M;;~~;~~~.~~~;~:~~Fo;~~~~~~~f'\S:LTUEE OtFDl~~JII&~~~ D:E:~~~0;,~~:EST
II A \09122119991 Condominium unit situate at 893 Old Silver Spring- -r'-79,230.00 - 50%1--- --39,615:00
, Road, Mechanicsburg, PA (Value per current I
assessment) 'Note: Property is subject to mortgage '
\ I listed on Schedule I, Item 1.
, I
I \
I I
I I
I
I
I
I
I
I
I
I
I
I
, I
_I__L________ I __-.l_ _____
TOTAL (Also enter on line 6, Recapitulation) I 39,615.00
I
I
___ _______ _ __ _ L_ ___ ___
_.._--~---_.._-_._-.._.~..._.._-_._.._,-_.- -----
ESTATE OF BRINKLEY, GERALDINE E. -~IIE NUMBER - --
___________________~_2~1-00239 __
*'
SCH8)lJlE H
FUNERAL EXPENSES &
ADI\IIII1STRA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
_____ RESIOfNTOECE~ENT __ ___~._
Debts of decedent must be reported on Schedule I.
N~V~R I -- --------[;ESCRIPTION-
A. --F-UNERAL EXPENSES:- --- ---
I Myers Funeral Home, Mechanicsburg, P A, funeral services
Zip
I AMOUNT
-1-- ---"..,-
1,990.00
\
55.65
I
I
I
I
I
I
I
I
I 2,000.00
I
I
I 90.00
I
I
I
I 75.00
97.07
I 4.00
-\- 842.89
5,154.61
2
I Stephenson's Flowers, Camp Hill, P A, funeral flowers
B.
I ADMINISTRATIVE COSTS:
I Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Martson Deardorff Williams & Otto (estimated)
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
4. Probate Fees
State
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal, advertising Letters Testamentary
2 The Sentinel, advertising Letters Testamentary
3 Recorder of Deeds, xerox copies, Mortgage
_L
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
ESTATE C>FBRINKLEy, GE~LD;;'E ~.----- -- -- - -IFILENUMBER--
_ ______________L-~1-01-002~ __
I
I
I
I
I
I
\
I
I
4
5
6
7
8
9
10
II
12
*'
SchectlIe H
FuneralExpet ses&
Am ......."voe Cosls conliooed
I
I
J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Liberty Check, checkbook charges, estate account
PPL, electric service for 3 months during administration
Comcast, cable service for 3 months during administration
Verizon, phone service for 3 months during administration
Borough of Mechanicsburg, sewer/trash service during administration
Wa!nut Villas Condominium, condominium association fees during administratiou
United Water, water service for 3 months during administration
Register of Wills, filing fee, Inheritance Tax return
Reserved for additional probate, filing fees, postage and miscellaneous expenses
I
I
I
I
I
\
I
I
I
I
I
J
I
,
I
I
I
I
I
I
I
I
_1
Page 2 of Schedule H
7.64
119.88
96.73
85.20
51.20
233.25
83.99
15.00
150.00
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF '-- ------------- -TALE NUMBER---
BRINKLEY, GERALDINE E.
_ ________________~_2~0~00239_
COMMOtlWEAl TH OF PENNSYLVANIA
INHERITANce TAX RETURN
RESIDENT DECEDENT i
_____.._____.________.------l.-___
_____._____..L--______..___
Include unreimbursed medical expenses.
ITEM
NUMBER
'I
DESCRIPTION
Fulton IIimk, Mortgage Loan #5700769142 --- --
2
Discovercard Account #6011002930654413
AMOUNT
24,405.99
251.00
143.02
9.80
30.30
35.00
20.96
29.98
137,55
80,65
275.55
61.49
29,01
18.77
85,53
25,614.60
3
Blair, balance on account
4
Barry Heckard, Tax Collector, 2001 personal tax
5
RWC Corp., medical expense not covered by insurance
6
Crisscare, medical expense not covered by insurance
7
Readers Digest, balance on account
8
Fulton Bank, Checking Account #5630-8345-8, outstanding check included in date of death balance on
Schedule E
9
Continental Life, insurance premium deducted from above account after death
10
Zinunerman Plumbing, account payable
11
PPL, balance on account
12
United Water, balance on account
13
Corneast, balance on account
14
Verizon, balance on account
15
Walnut Villas, association fee for February, overdue
TOTAL (Also enter on Line 10, Recapitulation)
FUlton Bank
People dedicated to your success."
(717)291-2589
PO. BOX 4887 . LANCASTER, PA 17604
May 7, 2001
Corrine L. Myers
MDW & Co
Ten East High St.
Carlisle, P A 17013
Dear Mrs. Myers:
RE: Geraldine E. Brinkley, deceased
February 25, 2001
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Visa #4301731260008675, open 10/96, limit $1,500,
balance $ -0-, in her name only.
Checking #5630-83458, open 5/3/91, balance $3,126.43,
in her name only.
.-,/\ "c:"
S<.c H . L.- ,
.:r. -h/tr, )
Mortgage #5700769142, open 8/8/86, balance $24,405.99,
terms 360 pymts @ $347.52, interest rate 8/75%, in her
name only.
Se.H _ ",J:'~
.I 4,..,.., I
If you have any further questions, please do not hesitate to contact me.
Very truly yours,
C'~JLf5l0U jVL
Christine Putt Smith
Credit Confirmation Processor
(:;ONFI DEt\jT! r'
ills Information i:"
answer to v::"~
IS responsib;U> ;
" opiniol1 her,,:, .
Form View - public tax file 7-1-00 v3.tp5
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House_Number
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Owner_Name_1
Owner_Name_2
Land_Use_Code
Property_Description
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CurrenCLand_ Value
Current_lmprove_ Value
Cu"ent_ Total_Value
Current_Prelerred_Value
Acreage .00
CleanGreen_Statu&
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sale_Month 09
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18
18-22-0519-001.-U-M893-
893
OLD SILVER SPRING ROAD
BRINKLEY, GERALDINE E
& MARLENE J SANDERSON
R
1172
o
79230
79230
5t.H. '''f'',::L~ I
.../FMPro?-db=public%20tax%20file%207 -1-00%20v3.tp5&-op=bw&Parcel%5tldentifier= 18-273/12/0 I
po, \FILES\OATAFILB\OEEDS\9BB61 .DEE
3Sb5lf~
Parcel No.: l8-22-05l9-001-U-M 893
THIS DEED
MADE THE l'lJ day of ~k,^,,-~ ,1999.
BETWEEN GERALDINE E. BRINKLEY, single woman, of the Borough of Mechanicsburg,
Cumberland County, Pennsylvania, hereinafter referred to as:
Grantor,
and GERALDINE E. BRINKLEY, single woman, of the Borough of Mechanicsburg,
Cumberland County, Pennsylvania, and MARLENE J. SANDERSON, single woman, of the
Borough of Carlisle, Cumberland County, Pennsylvania, as joint tenants with the right of
survivorship and not as tenants in common, hereinafter referred to as:
Grantees,
WITNESSETH, that in consideration of ONE AND XXii 00 ($1.00) Dollar in hand paid, the
receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey to the said
Grantees, their heirs and assigns:
ALL THAT CERTAIN unit in the property known, named and identified in the
Declaration referenced to below as "Walnut Vi\1as Condominium" located in the
Borough of Mechanicsburg, County of Cumberland, Commonwealth of
Pennsylvania, which has heretofore been submitted to the provisions of the
Pennsylvania Uniform Condominium Act, 68 Pa.Cons.Stat.Ann. 993101 et seq.
(Purdon Supp. 1985), by the recording in the Office of the Recorder of Deeds of
Cumberland County, Pennsylvania, of a Declaration of Condominium dated July 30,
1985, and recorded on August 14, 1985, in Miscellaneous Book Vol. 308, Page 147,
which Declaration has been amended by a First Amendment to Declaration of
Condominium dated December 31, 1985, and recorded on December 31, 1985, in the
aforesaid Office at Miscellaneous Book 313, Page 133, being and designated in such
Declaration, as amended by such First Amendment, as Unit No. 893, as more fully
described in such Declaration, as amended by such First Amendment, together with
a proportionate undivided interest in the Common Elements of such Condominium
as set forth in such Declaration, as amended by the First Amendment and any further
amendments thereto heretofore or hereafter recorded in the aforesaid office.
BEING the same premises which Walnut Vi\1as, Inc. by Deed dated August 8, 1986,
and recorded in Cumberland County, PA, Deed Book "D", Volume 32, Page 190,
granted and conveyed unto Geraldine E. Brinkley, Grantor herein.
S "F" ::r~ I
CH. )
.. " 208 i:.r 423
UNDER AND SUBJECT to any and all covenants, conditions, restrictions, rights of
way, easements and agreements of record, including (but not limited to) those
contained in the instruments recorded in the aforesaid Office in Miscellaneous Book
304, Page 227 and Miscellaneous Book 304, Page 566.
TOGETHER with all and singular the Streets, Alleys, Passages, Ways, Waters,
Watercourses, Rights, Liberties, Privileges, Hereditaments and Appurtenances
whatsoever thereunto belonging or in anywise appertaining, and the Reversions and
Remainders, Rents, Issues and Profits thereof; and all the Estate, right, title, interest,
property, claim and demand whatsoever of the said Grantor, in law, equity, or
otherwise howsoever, of, in and to the same and every part thereof.
TO HAVE AND TO HOLD the said Unit above-described and the Hereditaments
and Premises hereby granted, or mentioned and intended so to be, with the
Appurtenances unto the said Grantees, their heirs and assigns, to and for the only
proper use and behoof ofthe said Grantees, their heirs and assigns forever. Subject
as aforesaid.
AND the said Grantor hereby covenants and agrees that she will warrant specially the
property hereby conveyed.
THE WITHIN CONVEYANCE IS A TRANSFER FROM MOTHER TO DAUGHTER
AND IS THEREFORE EXEMPT FROM REALTY TRANSFER TAX.
IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day and year
first above written.
SIGNED, SEALED AND DELIVERED
.... TIIZ:fNC~ tJ
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A./fi../~ (; b'~SEAL)
Geraldine E. Brinkley
COMMONWEALTH OF PENNSYLVANIA )
): ss.
COUNTY OF CUMBERLAND )
On this, the 22-( day of ~)'Iu.......~ ,1999, before me, the undersigned officer,
personally appeared Geraldine E. Brinkley, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed the same
for the purposes therein contained.
NOTARIAL SEAL
CORRINE l. MYERS. Nola Public
Carlisle Boro. Cumbe~
M Commission Ex . as Ma 27. 3
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IN WITNESS WHEREOF, I hereunto set my hand and official seal.
._:"" '_~~~~,:'~ -~:)iI_,;:~~"_'
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BOOK 2G8 PAGE 424
I hereby certifY that the precise residence and complete post office address of the within
Grantee is 893 Old Silver Spring Road, Mechanicsburg, PA 17055.
'f
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Attorney fo Grantee, NTS
COMMONWEALTH OF PENNSYLVANIA )
): ss.
COUNTY OF CUMBERLAND )
RECORDED on this d\ day of 'Se.pt A. D.l ~q;)in the Recorder's Office ofthe said
County in Deed Boo~ D'll ,Page '-/ d 3
Given under my hand and the seal of the said office, the date above written.
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Recorder
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MARTSON DEARDORFF WILLIAMS & OTTO
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INFORMATION' ADVICE' ADvOCACY
ATTORNEYS & COUNSELLORS AT LAW
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
FACSIMILE (717) 243-1850
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F IFILESIDA TAFILEIWllLS\9886 WIL
LAST WILL AND TESTAMENT
I, GERALDINE E. BRINKLEY, of the Borough of Mechanics burg, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
. property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, unto my
daughter, MARLENE J. SANDERSON, absolutely.
3.
By this Will, I specifically direct that there shall be no distribution of my estate to my
daughter, Joanne Kotzmoyer, due to the fact that she has fallen out of favor with me. We have not
spoken for several years and she has never visited me at my home at 893 Old Silver Spring Road
which I purchased approximately fifteen (15) years ago.
4.
I nominate, constitute and appoint my daughter, MARLENE J. SANDERSON, as Executrix
of my estate and I direct that my Executrix shall npt be required to file a bond to secure the faithful
performance of her duties in any jurisdiction.
5.
I authorize and empower my Executrix, in her sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
.....):j C' t3
G.E.B.
Page 1 of 3 Pages
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as she 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 forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power
as my Executrix 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 Executrix shall have
the power to conduct an inventory of any safe deposit box necessary to the administration of my
estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this
~k......~ ,1999.
..J
,;>.;} day of
A~ci.#-G !3~EAL)
Geraldine E. Brinkley
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence (lfthe said Testatrix and of each other.
-~
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Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Geraldine E. Brinkley, 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; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
A~~C~~
Geraldine E. Brinkley
Sworn or affirmed to and acknowledged before me by Geraldine E. Brinkley, the Testatrix,
this "1-1.0 day of ~k........b.t-, ,1999.
(I~
Notary Public
NOTARIAL SEAL
CORRINE l. MYE~, No Public
Carlisle Bora, C
Illy C""'"2ission. EX . es Me 'n.
COMMONWEALTH OF PENNSYLVANIA
)
: SS.
)
We~l\vIU,j -rW~m and yY\~c..IA Y. Cf)~rnJ
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Geraldine E. Brinkley, the
Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and
that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that
each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best
of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under
no constraint or undue influence.
COUNTY OF CUMBERLAND
lSE-~PQ.V..\..i -r r.... \A~':'E'il.
Address 7r..J ~... 4t~" >7
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Sworn or affirmed to and subscribed before me this ~ day of L.e. t;, ...a..vv, 1999.
~ II
Notary Public NO RIAL SEAL
CORRINE l. MYERS, NolaIy Public
Carlisle Boro, Cumbe1landCounlY
Page 3 of 3 Pages ~ Commission E' 'res Me 27 2003
-. -.~-
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent: Geraldine E. Brinkley
Date of Death:
February25,2001
File No.' 21-01-0239
Social Securi~ No.: 174-05-1427
Pursuant to Rule 6.12 of the Supreme Cou~ O~hans' Court Rules, I reportthe followwg with reSpect
to completion of the administration of the above-captioned estate: ,:. ~: .~..
1. State whether administration of the estate is complete:
Yes X 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:
ao
Did the personal representative file a final account with the Court?
Yes No X
bo
The separate Orphans' Court No. (if any)for the personal
representative's account is:
Co
Did the personal representative state an account informally to the parties in
interest?
Yes No X
Personal representative is sole beneficiary so no accounting was necessary.
Date: August 2, 2004
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.
Signature: ~
Name: Carl C. Risch, Esquire
Address: MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
F:\FI LES\DATAFILE\ESTATES\98 g6-1 .srep