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Home My WebLink About02-1043PETITION FOR PROBATE and GRANT OF LETTERS Estate of Sherry B. Brooks No. 21-02- 1043 also known as N/A, Deceased. To: Social Security No.: 174-46-5770 Register of Wills for the County of Cumberland in the Commonwealth of 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 of the above decedent, dated April 13, 1999, and codicil(s) dated: None. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 401 Springfield Road, North Newton Township, Shippensburg, Pennsylvania 17257. Decedent, then 49 years of age, died November 3, 2002, at Chambersburg Hospital, Chambersburg, Franklin County, Pennsylvania. 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: No exceptions. 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 $ 10,000.00 situated as follows: 401 Springfield Road, North Newton Township, Cumberland County, Shippensburg, Pennsylvania 17257. WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) pres ted her h a the grant of letters Testamentary the n. Camille R. Brooks-Fenton 3116 Green Street Harrisburg, Pennsylvania 17110 (717) 234-5656 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 petiti~^nex will well and truly adminis~ the est acc rding to la r Sworn to or affirmed and subscrihcd before me this 21st racy of NOVEMBEP. Camille rooks-Fenton 2 2 ` ~°d/ /~ l~ex~tfcx~t, Reg~ter ~/~ J `~~~~ Signature(s) ~`I _ i.., ., ~ NO. 2 1- 02- 1043 Estate of Sherry B. Brooks, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November 21 , 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated April 13, 1999, described therein be admitted to probate and filed of record as the last will of Sherry B. Brooks, and Letters Testamentary are hereby granted to Camille R. Brooks-Fenton. 1~~~~~~, Registe ilk /~ FEES ~~ Probate, Letters, Etc. ..... $ 40.00 Michael A. Scherer, Esquire (61974) ~h~~grtificates ( )...... $ 9.00 O'Brien, Baric & Scherer Renunciation ........... $g'~- 17 West South Street JCP $ 10.00 Carlisle, Pennsylvania 17013 TOTAL $ ~~.oo (717) 249-3873 Filed .~rOV.EM$~~• 2.1•,•~00~•••••••••••••. Sze' ~~~ ~ .:~1" itll Yt, This is to cerrif~~ that the information here given is correctly copied from an original certificate of d~arl~ duly.ti'~ed '.v;tl; m~ as Local Registrar. The original certificate will be forwarded to the Stare ;/itdi Records Office for perru inel~r i~is~~. WARNING: It is illegal to duplicate this copy by photostat o.r ,photograph. /~ • /~ /i~~/~ / / Fe;' rot this cer~ificate, $2.00 .OC2i~ i~,.':arrdr ___~~ 67~.~226 ~~, !~ S_ ~~~• ~~ ~Na C,)1 .. ., • • •\ • • ,w ,~ zieT COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT If rN. Mbpa. LMl BE% SOCIAL SlCUPITY NUMBER DALE OF DEATH MOM. (MV. 'yMl +. Sherry B. Brooks s~Female ~• 174 - 46 - 5770 '• 11 03 2002 AOE ILaN BRebah UNDER 1 YFM UNDER 1 DAY DATE OF N BWTNPl/1CE (CIY Mb PLAOE OF OERN ICI!aeM oNY nna- tea mNr.eLOrA nn NnN sCN .__. MN%M ~ DaYa NgRa i MRwlw !Mamm.OaY.'tiNl 9YNafaagn CNR,Ry1 NOSPILLL: OTHER: Cumberland Co . Illpallara ® ERIOIMNbN G DoA ^ „a~"po ^' RwdNba ^ ts~Ml ^ w qg Yom. ~ ,09/09/1953 Carlisle PA CWNTV OF DEAN Cf1Y. Bp,q. TYP OF OEdN ACN:TfYNAME111 nol x~YAUROn.O^~nManC nMMfNI HOPA/aC Nll a,~RACE.Mwnc.n lrbb•. NYCt. Wnaa Nc NO ® YN ^ NYw.apeNFCWan. Iso•rhl Franklin ~, Chamberebur Chambersbur Hos ital ~'P1M°°R"n'"` ' ,.. White DECEDENT'S VBUAL OCCUawN7N Nuro DF BU9INE Y WaB OECL HVB w DE 'f Nanbd SVRYIVIND SPOUSE u.S.ARMEO FOR~CE137 NavN WMNaad, IN +sa. a.•ma.Mn nArvl (Gwa aM RI worN dw duaq nbN Yw ^ Ne W B^oon0'7 ~^ ONNwd ISP•RM N v.or%%4 Wa. m nN Ina iafiW 1 „w Laborer „s,Ametek Corp. , s, mlzt 12 1'~Rra.l : ivorced a ' OECEOENT'B MAILNaG A0Di1E98131vM.CaWWwrI. SRNs. IC GOwI ~u~NT'B 1„.~ Pennsylvania ~ TTa.lO 'M.wwdNN awdwl N. Newton _ro RE810lNC8 wweNN 401 Springfield Road y.bb,baar """^ fN, dawNERRI Eras °n0N'iiei0il Cumberland baarMT m^.N++oaureRll^N °"n°°° ,w Shi ensburg, PA 17257 IA. MOTHER'S NAME (FN. Mgat1. MNtlw Swnarwl FATHER'S NMIff IFkN. MitlEN. LaNI , Edwina L. KAUfmari ,s, Rodne C. Devote xaF .ZbCoaN niFOR1AANr'S NAME (TYPNPr+%) Camille R. Brooks-Fenton .3116 Green. Street. Harriabur PD 17'10 PLACE •NNNR eI CaIMNy.dNllabrY LOCATION•CyR/81RRl, 9lN:.2b Cow METNODOFa O cr.nl.nw®{ RwloaNaaNalw^ IMN+tOaF'MNI °fD"1OP4vi Washington County, aNrrA^ obNr9nanM+ ^~s, 11/05/2002 ,wSmithHYitir Csaeultbr :,wSmitfiabur M 21783 flw NAME ANp.. sGNAruRE_oFyuNERy, NsEEORPERSO"ACT'"°ASwc" L~E"BE PA 17257 i~/ J 012984-L ~Fbgels~gar`•HGidu~ F.H., PO Boot 336, Shippe~bur9, CanlyNa aanr 29a-eoMywMn wn tlb ON1NmYR N Plat+NNW. LN:ENL/E ~L c/ L DIFE SIGNED e11FNfwn b nN Maaal• N IRlla N dwln b T' / ' 1 (~•+~~. Dw. vMvl wrMFwawaewln. ~ l L- / I - ,~ ~'"Jlc''1- NNVb242avnuNRammpN•dRT IME OF AT DIP P NCEO DEAD IMOn". Day.rwrl YN9 E ERREDro WCORp/ER'1 ^ pNN"NnPAwRKW 0.W1 ~~// N. NR N, ~ ~ T TA » fT. PA11T I: ENar Rb wbaaaa. inryrlaaN wmykallRw wla[n wwad IM wale. Do w1N dN Rloda W drkq~ auto w prNw ar nyealory anwl. aMCR N nNrl haun. I.AppRtl~IN ~T N: ~ ~ ~~0,~,~ "EONr pwnb "RPMT I. LiN NRMan^CNrmwNMb. ~Orlwl W daalh weowre~ tFwl 1' 4~1 ~ NAT L y1~ (A JVVt~I ~ C'1*aa..i ~ 0~1 j~~ WP LL, l~ lo.. ,arpNaarN-~ •. DGEroro AcoNSEaINtNCE I Rein( ,=.~.c.~~ ~ . P,., w~_ saPIN^NEFY mIMablr •R' DIlE roP7R ASACOrSEOUENCE GF't 1 NaI1,r, NadllgbannNaala 1 S¢ /•,N ' b raNL ENar UIOE11LYMq 1 {•T CAWEldaraor ~a%Y °~ OUE roIOR AS ACONSEWENC Ofl: -~ __... ar •rlRbd awru ~ aerq"daabltAlT ' a. NNS AM A1/1OPSY WERE AUTOPSY FBWINOS MANNER OF DEATH GATE OFINJUR'/ THE OFINJURV NAIIIRY AT WORK9 OESCRNN: MOWINIVRY PERFORMEDT AMULABLE PwoR ro (MOnN. Ow. hN) ~ . 00 ~E~ oN GF wusE NNI,.I ~ NNNdO. ^ N. ^ ra ^ w. ^ No~ rw ^ NR ^ sRblw ^ GNIM noI ladNNmRbd ^ PLACE OF v-a nwn..lam+, atnN.IaeaY. Loe 15N'aN. CaNwA.l.91rN EW6q. ale ISweMI >01. 3Ew uw ». oe.. - sNI aRTNRER Icn +l or+r aw ~ 'DlIITM`/Nlfi P,ryBN?ANIPnyACw CNMy+lg ourdw"n when angnar enyNLwlnaa (AOnwnwd wtln sna tanplNW nen 291 ~~ To db ban N •+Y %navNMga, wam aoeR..w eoa w Nw caosNRl .ne mannN w NN.a ..................................................... LIC R ~ 'DATE SNi 1 Dar.'bNl •Tr~Mw^!~~,,,,AND~«~~,w,im.~n..e~..,inaWc~l.n~eewleMe~oMUC M~nm.IrwtlNW .......................... ^ T oISY76~ el I uZ -----. ME AND ADOIIE~ of PE ~u ~ ~" . oleln zn Typa or PNgy~ ~ k 0 1.a i M •IEEac/uE7fAM1NERICORONER I •' 1?.O IJ. 7Th •~'-' . Orl Ills MNa of a%aminNlon and/or Ilwesllgalbn, In mY oPlnion, deaM oecunW al tM Ilma, data, NM plat., and due to Me eauaa(s) and ^ ~ ~ ZV I lnblMr M NNad ........... ............................................... ................................... ' 7!. ~la~ DATE $ (MOnNv. Day. v^NI ' REGISTRAR'S SIGNATURE AND NVM R ~ , ,, ~, / SrI ~i ,. r v LAST WILL AND TESTAMENT OF SHERRY B. BROOKS I, Sherry B. Brooks, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my legally enforceable debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. It is my desire to be cremated, and there shall be no need for a cemetery lot or a marker for my grave. SECOND I give, devise and bequeath my entire estate, of whatever nature and wherever ~ situate to my daughter, Camille Brooks. Should my daughter predecease me or fail to survive me by thirty days, then I give, devise and bequeath my entire estate to my grandchildren, in equal shares. THIRD In the event I am not so survived by my said daughter, Camille Brooks, and a portion of my estate passes to an heir under the age of twenty-five (25), then that portion of my estate passing to the heir shall be placed with my son-in-law, Derek Fenton, as Trustee, under the following conditions: 1. My Trustee shall pay principal and income to or for the benefit of the heir during his or her life as my Trustee, from time to time, shall deem advisable for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said beneficiary against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession if my said Trustee shall deem such expense reasonably prudent. 2. Notwithstanding the foregoing provisions, after attainment of twenty- five (25) years, each heir may withdraw the remainder of said principal and undistributed income. 3. In the event of the death of a trust beneficiary prior to age twenty-five (25) then my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my issue, per stirpes; provided, however, any portion of such principal, which would be distributed to any beneficiary for whom a trust is then held hereunder, shall be added to such trust. 4. Should the principal of any trust herein provided for be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled to. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. Signed, sealed, published and declared by the above named testatrix, Sherry B. Brooks, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ` ~ ADDRESS Zt~ ~.~~..;z,,,, S~ Cac~~~sGr ~''`~` ~~°'3 ,~ ;~,.... ~~L ADDRESS ~I7 /~'~ LLf~l%lG~ S'f ~~ ~1l'/`fY ~~D/"I/u/S !'~ %~L't~'. COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Sherry B. Brooks, /~jc,~~ ~ ~~~~'~ and ~-~~`'~~~' "'c ~-~-~~. the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. 7 , 1999. Sworn to and subscribed before me this /~ ~ day of C ,~ ~L~- ttio`^r~~l Cea+ ~1ny i3 . ~:t' Ei P~7`8f`f FUblii: ;;r r "'ci ~ JC~~~-~I~rd County ;.,,. -~,r~ =~ % c.X~ f-,~ :~''~t. %, 2000 P.,. ~~ 3. +,: f1 ,, ~.,r~~,,t of ',`dntari85 FOURTH I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. FIFTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SIXTH I appoint my daughter, Camille Brooks, executrix of this my Last Will and Testament. Should my daughter be unable to serve as executrix for any reason, then I appoint my sister, Heidi Gardner, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this 13th day of April, 1999. (SEAL) ~ erry B. Brooks Name of Decedent: Date of Death: Will No.: To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6 (cl SHERRY B. BROOKS NOVEMBER 3, 2002 21 - 02 - 1043 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: November 22, 2002 Name Address Camille R. Brooks-Fenton 3116 Green Street, Harrisburg, PA 17110 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. j /. z s~ .° Z w ~ Date: Michael A. Scherer, Esquire 17 West South Street Carlisle, Pennsylvania 17013 Telephone (717) 249-6873 Capacity: Personal Representative X Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION UNDER RULE 5.6(a) THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of SHERRY B. BROOKS, deceased, Estate No. 21-02-1043 TO: Camille R. Brooks-Fenton 31.16 Green Street Harrisburg, PA 17110 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Sherry B. Brooks, died on the 3rd day of November ,2002, at Chambersburg Hospital, Franklin County, Pennsylvania. The Decedent died testate (with a Will) A copy of the Will is attached. The personal representative of the Decedent is: Camille R. Brooks-Fenton, 3116 Green Street, Harrisburg, PA 17110 (717) 234-2323 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, One Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, One Courthouse Square, Carlisle, PA 17013. Phone No. 7 ] 7-240-6345 I ~ ~ z ~ 2.. Si nature `~~y~''G.•• Date: g M' hael A. Scherer, Esquire 17 West South Street Carlisle, PA 17013 (717)249-6873 Capacity: Personal Representative X Counsel for personal representative ... ........... ....~... ...__... .r .. ,...,..,1 ~..J'.~v .., .~~. ,...~ .. ..-~~~. Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/24/2004 BROOKS CAMILLE NKA 3116 GREEN STREET HARRISBURG, PA 17110 RE: Estate of BROOKS SHERRY B File Number: 2002-01043 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/03/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~ ~ ~, :..,- GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: SCHERER MICHAEL A 17 WEST SOUTH STREET CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssly: »4-4s-570 FILE NUMBER: 2102-1043 DECEDENT NAME: BROOKS SHERRY B DATE OF PAYMENT: 02/03/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 /03/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ S 1, 000.00 TOTAL AMOUNT PAID: REMARKS: CAMILLE FENTON CHECK# 105 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO S 1, 000.00 DEPUTY REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 0021 17 REGISTER OF WILLS ESTATE OF ESTHER A. RITCHIE File No. 21-03-1043 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT made this ~ day of s,~,r,,a,,,~~ , 2004, BETWEEN: PHILIP M. RITCHIE and DAVID L. RITCHIE, being the legatees under the Last Will and Testament of Esther A. Ritchie, late of the Borough of Shippensburg, Cumberland County, Pennsylvania, AND PHILIP M. RITCHIE, Executor of the Estate of Esther A. Ritchie, deceased. WHEREAS, Esther A. Ritchie died December 6, 2003, testate; and WHEREAS, Letters Testamentary were granted to Philip M. Ritchie on December 19, 2003, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Esther A. Ritchie have been liquidated or distributed and all her debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said Executor, the said parties hereto desire to waive the duty of the Executor to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among the deed records in and for Cumberland County. WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW - 126 EAST KING STREET ~- SHIPPF_NSBURG, PA 17257-7397 NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further release Philip M. Ritchie, Executor, from all claims and demands whatsoever arising out of settlement of the Estate of Esther A. Ritchie. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we do hereby covenant and agree with the aforesaid personal representative that we will contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. WITNESS: ~~' ~ . ~~ t 1~~ ~J ~'(r , (SEAL) Philip M. Ritchie ~"""~~ s~'`''ti~ (SEAL) David L. Ritchie WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF C ~~~~~D SS On this, the .-;~~;{.E 1 day of ~.~_.~> ~~. ~ .yl. ~ ~ `~ ~ 2004, before me, the undersigned officer, personally appeared PHILIP M. RITCHIE and DAVID L. RITCHIE, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. r` ~)r- ~~ ~ ~ ~._~_J ~: (SEAL) Notarial Seal Rhonda S. Spangler, Notary Public Chambersburg Boro, Franklin County My Commission Expires Aug. 8, 2005 Nfember, PennsylvaniaAssociation of Notaries WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW -- 1Z6 EAST KING STREET - SHIPPENSEiURG, PA 77257-1397 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-03-1043 Estate of Esther A. Ritchie, Deceased Account of Philip M. Ritchie, Executor Date of Death: 12/06/2003 Date of Executor's Appointment: 12/19/2003 Date of First Advertisement of Letters: 01/09/2004 Accounting for the Period: 12/06/2003 to 09/09/2004 Purpose of Account: Philip M. Ritchie, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Attorney Identification No. 01624 Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 GROSS ESTATE 54,904.43 (Principal Receipts + Income Receipts) SUMNfARY OF ACCOUNT Estate of Esther A. Ritchie For the period of December 6 2003 through September 9 2004 Proposed Distributions to Beneficiaries Paae 7 Fiduciary Current Acquisition Value Value 12,008.97 12,008.97 PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer from (to) Income Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings 1 2 2 2-3 3 4 5 54,890.37 0.00 54,890.37 35,518.96 6,174.64 401.86 800.00 0.00 0.00 0.00 42,895.46 11,994.91 0.00 11,994.91 INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer from (to) Principal Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings 14.06 0.00 14.06 0.00 14.06 0.00 6 14.06 COMBINED BALANCE ON HAND 12,008.97 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 02/06/2004 Apartment Equity at Church of God Home, Inc. - 31,000.00 proceeds of sale 02/06/04 01/07/2004 ITT Industries -final pension check dated 95.26 12/31/03 12/06/2003 Orrstown Bank Certificate of Deposit #70054543 13,122.95 12/06/2003 Accrued income on above item through date of 9.41 death 12/06/2003 Orrstown Bank Checking Account #410632 10,284.52 12/07/2003 Accrued income on above item through date of 0,87 death 12/22/2003 State Farm Fire and Casualty Company -return 73.20 of premium at cancellation, received 12/12/03 54,586.21 Subsequent Principal Receipts 08/31/2004 Commonwealth of PA -refund of PA Inheritance 262.76 Tax 12/12/2003 Mass Mutual annuity benefit received 12/12/03 41.40 304.16 Total Receipts of Principal 54,890.37 1 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 02/11/2004 Church of God Home -12/04/03 invoice 218.96 02/11/2004 Philip M. Ritchie -balance due on promissory 35 300.00 note dated 06/15/95 ' 35,518.96 Funeral Expenses 01/02/2004 Fogelsanger-Bricker Funeral Home 6,174.64 6,174.64 Miscellaneous Administration Expenses 12/19/2003 Register of Wills, Cumberland County - 102.00 LettersTestamentaryend Short Certificates 01/05/2004 Postmaster -certified mailing to DPW 4.42 01/07/2004 Cumberland Law Journal -advertising Letters 75.00 Testamentary 02/04/2004 Carlisle Sentinel -advertising Letters 98.69 Testamentary 05/13/2004 Register of Wills, Cumberland County -filing PA 15.00 Inheritance Tax Return 05/18/2004 Register of Wills, Cumberland County - 35.00 additional probate fee 09/09/2004 Weigle 81 Associates, P.C. -reimbursement for 12.75 postage, xerox copies, and long distance telephone caiis 09/09/2004 Linda K. Klein -notary fee 9.00 09/09/2004 Register of Wills, Cumberland County -filing 50.00 Family Settlement Agreement 2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 401.86 Taxes 02!19/2004 Register of Wills, Cumberland County - PA 800.00 Inheritance Tax payment at discount 800.00 TOTAL DISBURSEMENTS OF PRINCIPAL 42,895.46 3 PRINCIPAL BALANCE ON HAND # Units Description Cash Attorney Clients Account Total Cash Current Value or as Noted 11,994.91 11,994.91 11,994.91 11,994.91 Fiduciary Acquisition Value 11,994.91 11,994.91 4 SCHEDULE G RECEIPTS OF INCOME Interest/Bank Orrstown Bank Burial Fund Account 01/02/2004 (account opened after date of death) interest 2.82 earned on account Orrstown Bank Certificate of Deposit #70054543 01 /02/2004 10.59 Orrstown Bank Checking Account #410632 01 /02/2004 TOTAL RECEIPTS OF INCOME 0.65 2.82 10.59 0.65 14.06 5 INCOME BALANCE ON HAND # Units Description Cash Attorney Clients Account Total Cash Current Value or as Noted 14.06 14.06 Fiduciary Acquisition Value 14.06 14.06 14.06 14.06 6 PHILIP M. RITCHIE, Executor of the Estate of Esther A. Ritchie, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ~'/ . Philip M. Ritchie, Executor Subscribed and sworn to by PHILIP M. RITCHI ,before me this ~C' J E i day of i ~ ") k 7~ '-C_. ~ , 2004. ~_ ~ ~ `~ ;~ '~t-k ~ ~.+~Notarial Seal t2bonda S. Spangler, Notary Public Chambersburg Boro, Franklin County lily Commission Expires Aug. 8, 2005 '~emher °PnrsvlvaniaAssociationOtNotaries WEIGLE & ASSOCIATES, PC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1647 EX 1 DATE ( 2-97) PC 07-13-2004 ESTATE OF BROOKS SHERRY B DATE OF DEATH 11-03-2002 FILE NO. 21 02-1043 MICHAEL A SCHERER ESQ COUNTY Cumberland OBRIEN ETAL ACN 101 17 W SOUTH ST CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse CUT ALONG THIS LINE b Carlisle, PA 77013 RETAIN LOWER PORTION FOR YOUR RECORDS a REV-1547 EX (06-97) PC NOTICE OF INHERITANCE TAX APPRAISEMENT ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BROOKS SHERRY B FILE NO. 21 02-1043 ACN 101 DATE 07-13-2004 TAX RETURN WAS: ® ACCEPTED AS FILED ^ CHANGED RESERVATION CONCERNING FUTUR APPRAISED VALUE OF RETURN BASED ONRE ORIG NAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) 99,920.00 NOTE: To insure proper 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 credit to your account, 4. Mortgages/Notes Receivable (Schedule D) () 0.00 submit the upper portion 5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 0.00 of this form with your 6. Jointly Owned Property (Schedule F) () 15,991.12 tax payment. 7. Transfers (Schedule G) (6) 0.00 8. Total Assets (7) 0.00 APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 115,911.12 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) g () 4,258.49 11. Total Deductions (10) 129,052.49 12. Net Value of Tax Return (11) 133 310.98 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) -17.399.86 14. Net Value of Estate Subject to Tax (13) 0.00 ? 399.86 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect fi ure th t i l a nc ude the total of ALL returns assessed to date. g s ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 0.00 X .00 0.00 17. Amount of Line 14 taxable at Sibling rate (17) 0.00 X .045 a X 0.00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) ' "*= ' 1~ X ~~' 0.00 " ~~ 19. Principal Tax Due z.. .1 ~t;a " 0.00 TAX CREDITS: r' ~9) 0.00 PAYMENT RECEIPT DISCOUNT (+) ~' . , DATE NUMBER INTEREST/PEN PAID - AMOUNT PAID ~ 02-03-2003 CD002117 0.00 1,008,~i - , - ~ W _ TOTAL TAX CREDIT 1,000.00 BALANCE OF TAX DUE 1,000.00 CR INTEREST 0.00 TOTAL DUE 1,000.00 CR * IF PAID APTER DATE INDICATED, S88 REV8R8E (IF TOTAL DIIE IS LESS THAN $1, NO PAYNBN'P ZS RBQIIIRBD FOR CALCO=,ATION OF ADDITIONAL INT8R83T . IF TOTAL DIIE IS RBFLSCTBD A3 A CREDIT (CR), A RBFfJND. 888 R8V8RSS SIDE OF THIS FORN FOR . YOII NAY 88 DIIE I NSTRIICTION3.) (`~~ t ~f COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280681 INHERITANCE TAX HARRISBURG, PA 17128-0681 STATEMENT OF ACCOUNT REY-1601 E% AFP (01-03) DATE 08-02-2004 ESTATE OF BROOKS SHERRY B DATE OF DEATH 11-03-2002 FILE NUMBER 21 02-1043 COUNTY CUMBERLAND MICHAEL A SCHERER ESQ ACN 101 OBRIEN ETAL Aeount Remitted 17 W SOUTH ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-031 **~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF BROOKS SHERRY B FILE N0. 21 02-1043 ACN 101 DATE 08-02-2004 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: 02-02-2004 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-03-2003 CD002117 .00 1,000.00 07-14-2004 REFUND .00 1,000.00- o~ ~ ~., c`~ ~... 0 N c_7 -~ ~_ ~ ,, °i TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, C., N0 PAYMENT IS REQUIRED. ~J IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 .00 .00 .00 ~~ REGISTER OF WILLS, CIII~ffiERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent : Esther A Ritchie Date of Death:_ December 6, 2003 Will No . 21-03-1043 Admin. No. 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 complet 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: 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 X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with~ he Cerk 'of the Orphans' Court and ma_y be attached to thi~'~ r~,ptalr't. Date:. Nov. 16, 2004 .. ~\_~S1~ato~ Jerry A. Weigle, Esquire _~ Name (P12ase type or int) ,-~ WEIGLE.& ASSOCIATES,,P.C. 126 East King Street Address Shippensburg, PA 17257 ~' ~~.. •. ( 717) 532-7388 Tel . No . Capacity: Personal Representati e X Counsel for personal , EV.1500EX:6-001 w ,... ::,:::!CI) UO::::K: Wo.U :rOO U".... 0.'" 0. <( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 \1 - \DJ... - <? REV-1500 OFf- H:;\'{\..L U()t:; ONLY -(. -- INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Cl..l-O.;2. D~D.'::\.5 COUNTY CODE YEAR NUMBER I- Z W C W (,) W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Brooks, Sherry B. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) November 3, 2002 September 9, 1953 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 174 46 5770 THIS RETURN MUST BE FILED IN DUPliCATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER o 2. Supplemental Return o 4a. Future Interest Compromise (date ofdeatl1 after 12-12-82) o 7. Decedent Maintained a Living Trust (Atlacl1 COP)' of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 1- Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3 Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule OJ 5. Cash, Bank Deposits & Miscellaneous Personal Property Z (Schedule E) 0 6. Jointly Owned Property (Schedule FJ !;j: D Separate Billing Requested ...J ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property !::: (Schedule G or L) II. <C 8. Total Gross Assets (total Lines 1-7) (,) W 9 Funeral Expenses & Administrative Costs (Schedule H) ~ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) II. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) o 3. Remainder Return Idate ofdeatll prior to 12-13-82) o 5. Federal Estate Tax Return Required B. Tolal Number of Safe Deposit Boxes o 11, Election to tax under Sec. 9113(A) (AtlachSch0) TH!$1II<l .I!tM . NAME Michael A. Scherer, Esquire COMPLETE MAILING ADDRESS 17 West South Street Carlisle, Pennsylvania 17013 FIRM NAME {If App1icattle) O'Brien Baric & Scherer TELEPHONE NUMBER ~ 1. Original Return o 4. Limited Estate (iJ 6, Decedent Died Testate {Attach copy of Will) o 9. Litigation Proceeds Received ,... z w o z o 0. '" W " " o U (I) (2) (3) (4) (5) 99,920.00 0.00 0.00 0.00 15,991.12 (6) 0.00 (7) 0.00 (8) 115,911.12 (9) (101 4,258.49 129,052.49 (II) 133,310.98 (12) (17,399.86) (13) 0.00 (14) 0.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;i: I-' ~ II. :E o (,) ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 19. Tax Due 20.~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT x.O_ (15) x.O_ (16) x 12 (17) x .15 (18) (19) 0.00 Decedent's Complete Address: STREET ADDRESS 40 1 . . Springfield Road CITY Shipl?ensburg I STATE PA 'ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 1,000.00 0.00 Total Credits (A + 8 + C ) (2) 1,000.00 3. InteresUPenatty if applicable D. Interest E. Penalty 0.00 Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the DVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,000.00 0.00 A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 0.00 0.00 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; .............................................................................. .......... 0 IX] b. retain the right to deSignate who shall use the property transferred or its income; .......................................... D IX] c. retain a reversionary interest; or .................... ............................................................. ...................................... 0 I;J d. receive the promise for life of either payments, benefits or care? ..................................................................... 0 g] 2. If death occurred affer December 12, 1982, did decedenf transfer property within one year of death without receiving adequate consideration? ............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. D !XJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefiCiary designation? .......... ..................................................... ....................................................... 0 IXJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declara' nofprepareroth th n lhepersonal representalive is based on all informalion of which preparerhas any knowledge Street, Harrisburg, Pennsylvania HAN REPRESENTATIVE 17110 DATE It ,"/ t>.3 ADDRESS 17 West South Street, Carlisle, Pennsylvania 17013 _1.l/iiIImmllllllnlllnlliimll!lll:4illllllnINlij"m,)ilniiNmillllilmGt'llljil.1l.i!I!lll!I~ill11Bl'i'ililllil.__ililllii/lllllfllil'illlllIIJllJ/nmlliillliilii!miii illliil",,' i'i',II",/.1 ,','ii, For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (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 return are still applicable even 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 paren or a stepparent of the child is 0% [72 P.S. 99116(a)(I.2)]. The tax rate imposed on the net value of transfers to or for fhe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 PS. 99116(1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined. under Section 9102, as a, individual who has at least one parent in common with the decedent, whether by blood or adoption. REV.1502 EX+ (12.85) ,. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sherry B. Brooks 2102':'1043 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Decedent's Residence Assessed Value 401 Springfield Road Shippensburg, Pennsylvania 99,920.00 17257 -. TOTAL (Also enter on line 1, Recapitulation) (Jf more space is needed, insert addifional sheefs of same size.) S 99,920.00 REV-150B EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Sherry B. Brooks FILE NUMBER 2102-1043 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property JoIntly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Orrstown Bank Checking Account # 615048 1,278.65 2. Orrstown Bank Savings Account # 703002744 1,362.47 3. 1987 Volkswagon Gulf Hatchback 675.00 4. 2001 Mercury Cougar 10,175.00 5. Horne Furnishings 2,500.00 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 15,991.12 ~""~'I"".. COMMONWEALTH (:Ii PENNSYLVANIA INHERITANCE TAX RETURN RE IDENT DEClODENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Sherry B. Brooks FILE NUMBER 2102-1043 Debts 01 decedent mult be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger Bricker Funeral Home, Inc. 2,395.00 P.O. Box 336 112 West King Street Shippensburg, Pennsylvania 17257 B. ADMINISTRATIVE COSTS: 1. PeBOnal Rep<esentalive's Commissions Name of PeBOnal Rep<esentalive (s) Social Security Numbe~s) I EIN Number of Personal Rep<esentalive{s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees O'Brien, Baric & Scherer 1,500.00 3. Faml~ Exemption: (~decedenrs address is not II\e same as c1aimanrs, attach explanation) Claimant Street Address City State Zip RelationShip of Claimanllo Decedent 4. Probate Fees 363.49 5. A<XXl\Jntanrs Fees 6. Tax Return PIllparer'S Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 4,258.49 (If more space is needed, insert additional sheets of the same size) REV.:S12 EX... (7.891 .f~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTIES AND LIENS Please Print or Type I FILE NUMBER 2102-1043 COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Sherry B. Brooks ITEM NUMBER DESCRIPTION AMOUNT 1. Mortgage on decedent's residence Countrywide Home Loans 7105 Corporate Drive Plano, TX 75024-4100 129,052.49 TOTAL (Also enter on line 10, Recapitulation) S 129,052.49 (If more space is needed, insert additional sheets of same size.) REV-2513 EX. 11-97) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sherry B. Brooks FILE NUMBER NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Camille R. Brooks-Fenton 3116 Green Street Harrisburg, Pennsylvania 17110 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 2102-1043 AMOUNT OR SHARE OF ESTATE daughter 100% 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ,I 'I LAST WILL AND TESTAMENT OF il SHERRY B. BROOKS I, Sherry B. Brooks, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my legally enforceable debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be , , ;: done. It is my desire to be cremated, and there shall be no need for a cemetery lot or a marker for my grave. SECOND I give, devise and bequeath my entire estate, of whatever nature and wherever situate to my daughter, Camille Brooks. Should my daughter predecease me or fail to survive me by thirty days, then I give, devise and bequeath my entire estate to my grandchildren, in equal shares. THIRD In the event I am not so survived by my said daughter, Camille Brooks, and a portion of my estate passes to an heir under the age of twenty-five (25), then that portion of my estate passing to the heir shall be placed with my son-in-law, Derek Fenton, as Trustee, under the following conditions: 1. My Trustee shall pay principal and income to or for the benefit of the heir during his or her life as my Trustee, from time to time, shall deem advisable for the ~I j'J } health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said beneficiary against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession if my said Trustee shall deem such expense reasonably prudent. 2. Notwithstanding the foregoing provisions, after attainment of twenty- 'i five (25) years, each heir may withdraw the remainder of said principal and undistributed income. 3. In the event of the death of a trust beneficiary prior to age twenty-five (25) then my Trustee shall distribute any remaining principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my issue, per stirpes; provided, however, any portion of such principal, which would be distributed to any beneficiary for whom a trust is then held hereunder, shall be added to such trust. 4. Should the principal of any trust herein provided for be or become too small in my Trustee's discretion to make establishments or continuance of the trust !I I: '! II " i! :1 I , I I advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled to. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. FOURTH I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. FIFTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SIXTH I appoint my daughter, Camille Brooks, executrix of this my Last Will and Testament. Should my daughter be unable to serve as executrix for any reason, then I appoint my sister, Heidi Gardner, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which " bear my signature in the margin for the purpose of identification, this 13th day of April, i 1999. ~~ ~ ~ (SEAL) . "--.: erry B. Brooks II ,I Signed, sealed, published and declared by the above named testatrix, Sherry B. Brooks, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~ ~g~ ADDRESS t'f" 1Zt,i-v.'ew 51. Utr },; l, M- 17-':3 , ADDREss5/7 ;'I t<J4./1U4 Sf: /111: 11d/~v :Y;17~J, I'If / lO&J COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND , We, Sherry B. Brooks, /lJd,...., I ...fk...--c--- and c2?7ta~~~ the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 13 t.!:I day of Oto~ ,1999. ~.;:-~ Notarial Seal N1gala F. Unger, Notary Public C,:]~I\s!e Bora, Cumberland County My Commission Expires Oct. 7, 2000 tJl:'~~:Sr~ PO(;i\ii2:,']\Jania A~~:)citi.tio;1 of Notaries Form View - piblic tax file 1O-30-03.fp5 Page 1 of 1 Form View piblic tax file lO-30-03.fp5 ,",ome !I~ Search Table View Viewing: 1 of 1 DistrlcLNumber 30 ParceUdentlfler 30-10-0616-021 Map_Suffix_Number House_Number 401 Direction Street SPRINGFIELD ROAD Owner_Name_1 BROOKS. SHERRY B Owner_Name_2 Land_Use_Code R Property_Description T-333 Living_Area 896 Current_Land_ Value 30440 CurrenLlmprovement_ Value 69480 Current_TotaL Value 99920 ft;1{ CurrenLPreferred_ Value Acreage 1.68 CleanGr..n_Status Taxable_ocExempt 1 Sale_Amount 1 Sale_Month 07 Sale_Day 22 Sale_Century 20 Sale_Year 03 Deed_Book_and_Page 00258-01197 Year_Built 1985 Cv""I3m...AIV'D C:P,",N" rAx .+sS8S' ~ {)FP'L,: http://205.247.227.59:591/FMRes/FMPro?-db=piblic%20tax%20file%2010-30-03.fp5&_o.. . 11/4/2003 Countrywide Home Loans Servicing LP Payoff Department 7105 Corporate Drive Plana, TX 75024-4100 1~00-OO9-5833 Fax: 1-972-626-1115 PAYOFF DEMAND STATEMENT Statement Void After: May 15, 2003 Statement Date: May 5, 2003 (e/PMI) Mailed to: Chi Automated Payoff Faxed Demand X X 99999-9999 Escrow # Property Address: Shen)' B Brooks 401 Springfield Road Shippensburg, PA 17257 Account No,: 20460347-8 Case # 17181639 Principal Balance as of 05/01/2003 $ 128,644.76 Interest from 05/01/2003 to 05/15/2003 320.73 "'Statement Fees 30.00 County Recording Fee 27 .00 Reconveyance Fee 30.00 I Total Due on Account No. 20460347 $ 129,062.49 I [ Total Due $ 129,062.49 I 'Please refer to important information about this fee on the next page of this statement. From 22.9093 05/01/2003 . Daily interest = Principal Balance x Interest Rate + 365. AMENDED DEMAND STA TEMENTS ARE SENT AUTOMA TlCALL Y IF THE TOTAL AMOUNT DUE INCREASES ON OR BEFORE MA Y 16, 2003. Payoff funds must be made payable to Countrywide Home Loans Servicing lP. Payoffs will be accepted by WIRE or CERTIFIED FUNDS ONLY. Funds MUST reference the Countrywide loan #, PROPERTY ADDRESS and CUSTOMER NAME or they will be RETURNED. Funds received after 3:00 p.m. Pacific Time may be posted the following business day. Wire funds to: Bank of America ABA Routing #121000358 MRC Account #12350-14980 To 05/15/2003 Interest Rate 6.50% Mail funds to: Country.vide Home loans Servicing lP Attention: Payoff Department, Mail Stop PTX346 7105 Corporate Drive Piano, TX 75024-4100 Please reference the Loan Number on the face of the check and DO NOT STAPLE the contents. Escrow Account Information: Escrow Item last Payment Date last Payment Amount Next Installment Date Monthly PMI 04/14/2003 66.96 04/09/2003 Hzd:Erie Insurance Group 10/23/2002 241.00 10/16/2003 School Tax 07/01/2003 City Tax 04/17/2003 224.69 03/0 1/2004 Payoff amount is subject to change for various reasons, including but not Iim~ed to the following: . A recently mailed payment not shown on this statement--(DO NOT place a stop payment on any check.) . Payments returned to us by the bank for any reason See page 2 for important information ~ ORRSTOWN BANK TO: Law Offices O'Brien, Baric & Scherer 17 West South Street Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Sherry B Brooks DECEASED DATE OF DEATH: November 3,2002 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 615048 Sherry B Brooks 9/13/84 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 1,278.65 (2) SAVINGS ACCOUNT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 703002744 Sherry B Brooks 8/19/02 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 1,361.39 1.08 (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST Date: 11/27/02 By: Timothea Customer Service Operator P.O. BOX 250 SHIPPENSBURG, PA 17257 TEL. (717) 532-6114 Kelley Blue Book Used Car Values _ ~I!~,!~s= New Car Pricinlll Build a Car I IR<<!l1tiYes , Quality Rati_1 Ow~~iP:o':~~ My Car's Value i Used Car Retail I .__..~~" Ft1!l! Prial Quote I Buy a Used Car I SellYour Car I . M()tor(yc"l Finandng 1 Insurance :! Lemon Check Warranties Car Reviews CarP__ Dedsion Guides Advice Free Newsletl About kbb HOme .. .... I1IImWITII... Enter email address Blue Book Private Party Report Pennsylvania' November 4, 2003 1987 Volkswagen Golf GT Hatchback 20 Engine: 4-Cyl. 1.8 Liter Trans: 5 Speed Manual Drive: Front Wheel Drive Mileage: 200,000 Buv a New Car Buv a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.59% APR Insurance Quote Warranty Quote Print "For Sale" Sicm Pavment Calculator Sell vour car on eBav Motors Page I of2 s http://www.kbb.comlkblki.dll/kw.kc.ur?kbb.PA;799817;P A041& 17013;hch+p;&722;V olk... 11/4/2003 Equipment AM/FM Stereo Alloy Wheels Consumer Rated Condition: Fair "Fair" condition means that the vehicle probably has some mechanical or cosmetic defects, but is still in safe running condition. The paint, body and/or interior need work to be performed by a professional in order to be sold, The tires need to be replaced, There may be some repairable rust damage. The value of cars in this category may vary widely. A clean .title history is assumed. Even after significant reconditioning this vehicle may not qualify for the Blue Book Suggested Retail value, Private Party Value $675 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Gel the IstestSlue Book J\II",k.t W"""~ Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Get "a Person to Person Auto Loan Kldley Blue Book Used Car Values _~~S~D~~ New Ca. Prldng Build a Ca. IlKf!ntives Quality Ratings Ownership Cost My Car's Value Used Ca. Free lI'rial Buy a sell You. Ca. MntQr<:ydes Finandng Insurante Lemon Chnck Warranties Car RevlewS Ca.PnMews Dm;i$lon Guides Ad"ice Free _Iette. Aboutkbb Home BIle look I1IIIDWITCIL Enter email address Blue Book Private Party Report Pennsylvania' November 4, 2003 2001 Mercury Cougar Coupe 20 ~, ",' . , , Buy a New Car Buv a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3,59% APR Insurance Ouote Warranty Quote Print "For Sale" Sion pavment Calculator Sell vour car on eBav Motors Page 1 of2 5 RI lei ~ m ..... http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;672027;PA041&17013;cpe+p;&722;Merc...ll/4/2003 ~':- Engine: V6 2.5 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 15,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel AM/FM Stereo Single Compact Disc Dual Front Air Bags Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $10,175 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get the lotes! Blue Book ,Ml<!<"'''l ~V.t<i. <iel~Used_Car Trade-In Value GetJnvoice & MSRP on New Cars G~.ta Person to Person Auto Loan Jt \ \ \ \ \ \ \ \ \ \ 2~"8 ." (l ~ m m i ~"< ):> 1(") Z ~ I ::D Q - ! ~ ~ t, D ~ ." 0 ~ 0 rn -n :.... z ; ~ ~~Z;: (11 en '>- ~ (/) -n Z ~ ~ ~ ~ '$ ~ ~ 0 s &)>.,.. ~ Z Z oS -< :r. :r. m g) :ll ." ." 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Z80601 HARRISBURG., PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-I$07 EX AFP C01-05) MICHAEL A SCHERER ESQ OBRIEN ETAL 17 W SOUTH ST CARLISLE PA 17015 DATE 08-O2-ZOOq ESTATE OF BROOKS DATE OF DEATH 11-03-2002 FILE NUMBER 21 OZ-1Oq$ COUNTY CUMBERLAND ACN 101 I Amoun~ Remi~ed SHERRY B HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper cred:i~ ~o your account, submi~ ~he upper portion of ~his fore .i~:h your ~ax payment. CUT ALONG TH'rS L'rNE ~ RETATN LOWER PORTION FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF BROOKS SHERRY B FILE NO. 21 0Z-lOq3 ACN 101 DATE 08-0Z-200~ THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHO#N BELON ZS A SUHNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE., AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: OZ-OZ-2OOfi PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-05-2005 07-1q-ZOOq CD002117 REFUND .00 .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 1,000.00 1,000.00- TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/24/2004 BROOKS CAMILLE NKA 3116 GREEN STREET HARRISBURG, PA 17110 RE: Estate of BROOKS SHERRY B File Number: 2002-01043 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/03/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STR3kSBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.1 ?, Name of Decedent: Sherry B. Brooks Date of Death: 11 - 03 - 2002 WiIlNo.: 21 02 - 1043 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court OChans' Court Rules, I report the ~odowmg w~Lt_, ~espec~ to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes I-RI 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 follow/ng: a. Did the personal representative file a final account with the Court? Yes _ No i~ 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 [-'] c. Copies of receipts, releases, joinders and approval of formal or info,mai accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~ober 13, 2004 ,~_'~/'~~ Signatrm/e [ ' ~ Michael A. Scherer, Esquire ~me ~ O'BRIEN, BARIC & SCHERER '-' ~ 19 WEST SOUTH STREET a_ CARLISLE, PENNSYLVANI~ 17013 ~ Address ~ c~ : (717) 249-6873 '~ Telephone No. C2 £: C%r>acity: ___~ Personal Rep .... n,a,~ve /~ Counsel for personal representative