HomeMy WebLinkAbout03-1059 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of BREAM, DONALD E., No. t2~/-~-/t~t_~l~}
Deceased. To: Register of Wills for r
Cumberland County, Pennsylvania
Social Security No. 162-32-4477
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executrix named in the Last Will and
Testament of the above decedent, dated August 8, 1977.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his principal residence
at 28 Pine School Road, South Middleton Township, Gardners, Cumberland County, Pennsylvania.
Decedent, then 63 years of age, died December 6, 2003, at 28 Pine School Road, South Middleton
Township, Gardners, Cumberland County, Pennsylvania.
Except as follows, decedent did not many, 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: N/A.
Decedent at death owned property with estimated values as follows: $
(If domiciled in Pa.) All personal property $ 5,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Total $ 5,000.00
WHEREFORE, Petitioner respectfully requests the probate of the Last Will and Testament presented
herey/ith and the grant of letters TESTAMENTARY thereon.
Gloria ). Brean~Exec~trix
28 Pine School Road
Gardners, Pennsylvania 17324
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS
COUNTY OF CUMBERLAND )
The Petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of Petitioner and that as personal representative of the
above decedent Petitioner will well and truly administer the/~, tare accordi~ to la~.
Sworn to or affirmed and subscribed
before me thi~:n~=~~?~ d~y of Gloria J. Bream(./ /
.~_ m.~b_ ,.2~,er' 2003
NO. ~./o~..~- /~~?
Estate of Donald E. Bream
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ['-Cx)Ec g.rr~{qt, ~ oD_~ ,2003, 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 August 8, 1977 described therein be admitted to
probate and filed of record as the last will of DONALD E. BREAM; and Letters Testamentary are
hereby granted to Gloria J. Bream.
Regi~t~{ OWills - { -~~_~-~
FEES ~
Probate, Letters, Etc ............ $ e~'52, C~Cv
SBort~ Certificate(s) ............. $ cO., I, gD c5 Mi
l~e-n~cfa~on ....................... $ ,~. oo Attorney I.D. No. 57976
~ } 0/9 $ /rq. oo 19 Brookwood Avenue, Suite 106
- TOTAL $_g~Oc> Carlisle, Pennsylvania 17103-9142
Filed~.,.~.,...~..o.~ ............. ~ (717) 249-5373
F:\User Folder\Firm Docs\Estatesk3389-1 pet Itrs.wpd
REGISTER OF WILLS OF .~"~-x COUNTY
OATH OF SUBSCRIBING WI~SS
~,.,~ codicil ~"~
~(each) a subscribing wi~ t~will presented here~(each) being duly quali~ccording to
~s~s) and say(s~hat ~ ~ ~e~d sa~
the testat~ , sign the same and that ~~~edasawitnes~the
request of t~t~_ in h presence and~he presence of each~r~(in the presence o~e
other subscribing wi~. ~ ~
Sworn to or affirmed and su~ed befor~ ~
me this ~ay of ~ (Name)
Reg~t~ ~ . ~
~. (Nam~
(Address~
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~ familiar with the signature of
testats'e~. of (one of the subscribing witnesses to) the will presented herewith and
codicil
that ~ ~ t~t_¢ ~' oe~ ~s the signature on the will is in the handwriting of
to thebestof '/q~"~d.- knowledge andbelief~. ~,
Sworn to or affirmed and subscribed before
me this dayof
Register
(Address)
-['his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
~ ~8q8~29
~ "' ~-: ,, ~,,, rife. 9 2003
~..'~... ~.. ~.~.~,~ _ __
~o.
H~05.~43 Rev 2/87 COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH · VITAL RECORDS
~.,.T CERTIFICATE OF DEATH
STATE FILS NUMBER
IN NAME OF DECEDENT (First. Middle. Lilt) SEX I SOCIAL SECURITY NUMBER I DATE OF D~TH ~. Day. Year)
:K'A"~"?,,, t Donatd E. Bream ~Mate I,.162 - 32 -4477 ~. 12/6/~003
AGE (Last Bi~y) [ UNDER1Y~I UNDER1DAY
Cumberland I S. M~dd~et0n Tw~. I 28 Pine Schoo~ Rd.
~;~ ~1 Yes~ NO~ E~men~.~S~d~ ~l~e Di~r~ (S~)
,,. Post~ Carrier ,~. US GOV'T i~. I~. 1~°''~ "~'~'~ ~,~rricfl ~.GToria J. Dick
DECEDEN~S~ILINGADDRESS. S~t,~.~n, Sta~e, ZipC~e) ACTuALDECEDENT'S 17..Sta~e pennsylvania o~d ~?=. ~ v..,~.~..~. S. Midd~eton
28 Prn~ Schoot Rd.
Gardn~rs, PA 17324
~dam E. Bream
2~,TM o~.(~) ~1~ 12/10/¥03 2~t. V~ctory Church C~m 2~ardners, PA 17324
~.. ~ ~. /~~ / [~. P~ I~ g . g aprZngs,PM7065
I
I
LAST WILL AND TESTAMENT
OF
DONALD E. BRFAM
I, DONALD E. BREAM, a legal resident of South Middleton Township,
Cumberland County, Pennsylvania, being of sound and disposing 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 that all my just debts and funeral expenses,
including my grave marker, shall be paid from the assets of my estate as soon
as practicable after my decease.
SECOND: I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, Gloria J. Bream, providing she shall
survive me by thirty (30) days. ShoUld my wife, Gloria J. Bream, predecease
me or die on or before the thirtieth day following my death, I devise and be-
queath the residue of my estate, of every nature and wherever situate, to my
children, equally, provided that the share of any child who predeceases me or
dies on or before the thirtieth day following my death shall be distributed to
his or her issue, per stirpes, living on the thirty-first day following my death
and in default of any such then living issue, such share shall be added to the
share or shares for my other children.
THIRD: I direct that all taxes that may be assessed in consequence
of my death of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of the expense of the administration of
my estate.
FOURTH: Should my wife Predecease me Or die on or before the
thirtieth day following my death, I nominate, constitute and appoint Mr. and
Mrs. Kenneth Bream of Gardners, Pennsylvania, guardians of the persons of my
children. In the event of the renunciation, death, resignation or inability
to act for any reason whatsoever of the said guardians, I nominate, constitute
and appoint Mr. and Mrs. Gary Prosser of Gardners, Pennsylvania, guardians of
the persons of my children. It is my expresSed desire that my Children shall
not be separated.
FIFTH: Should my wife Predecease me or die on or before the
thirtieth day following my death, I nominate, constitute and appoint Mr. and
Mrs. Kenneth Bream of Gardners, Pennsylvania, guardians of the estate of my
children. In the event of the renunciation, death, resignation or inability to
act for any reason whatsoever of the said guardians, I nominate, constitute and
appoint Mr. and Mrs. Gary Prosser of Gardners, pennsylvania, guardians of the
estates of my children. Such guardians as appointed shall have the power to use
principal as well as income from time to time for the minor's support and edu-
cation (including college education, both graduate and under graduate) and in-
cluding provisions for any additional expenses which may be incurred by any
person upon his or her taking any child into his or .her home, without regard to
the ability of any person or persons to provide for such support and education,
or to make payments for theSe purposes, withoUt further responsibility, to the
minor or the person taking care of the minor. It is my intention that my
guardians shall have the greatest latitude in determining what income and
principal of the minor child's estate shall be employed for the child's welfare,
even to the extent of expending in furtherance of purchases for the joint use
of the family unit of which Said child shall be a part. It is not my desire
that any portion of the estate of a minor child shall remain when he or she
obtains the age of 18 years if the employment of such assets prior thereto will
benefit the child directly or indirectly. The guardians as appointed shall not
be required to give bond or furnish sureties in any jurisdiction.
SIXTH: I nominate, constitute and appoint my wife, Gloria J.
Bream, Executrix of this my Last Will and Testament. In the event of the renun-
ciation, death, resignation or inability to act for any reason whatsoever of
the said Gloria J. Bream, I nominate, constitute and appoint Mr. and Mrs. Gary
Prosser of Gardners, Pennsylvania, Co-Executors of this my Last Will and Testa-
ment. I hereby relieve my Executrix or Executors from the necessity of posting
security in connection with her or their duties as such in any jurisdiction in
which she or they may be called upon to act insofar as I am able by law to do
SO.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, consisting of two (2) typewritten pages, the first of
which bears my signature in the margin thereof for the purpose of identification
this ~-_~__~ day of August, 1977/
Donald E. Bream
Signed, sealed, published and declared by the above-named Testator,
Donald E.~ Bream, as and for his Last Will and Testament, in the presence of us,
who, at his request, in his sight and presence, and in the sight and presence
of each other, have hereunto subsCribed our names as witnesses.
I.AW OFFICES
LANDIS & BLACK
CARLISLE, PENNSYLVANIA
-Page 2 of 2 Pages-
F:\User Folder\Firm Docs\Estates\3389- I certification wpd
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: DONALD E. BREAM
Date of Death: December 6, 2003
Will No. 2003-01059
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on January 2~
2004.
Name Address
Curt Bream 35 Trine Avenue, Mt. Holly Springs, Pennsylvania 17065
Gloria J. Bream 28 Pine School Road, Gardners, Pennsylvania 17324
Derek Bream 5 Forge Road, Boiling Springs, Pennsylvania 17007
Notice has not been given to all persons entitled thereto under Rule 5.6(a) except: N/A
HANFT & KNIGHT, P.C.
Date: January g- o , 2004
Attorney I.D. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, Pennsylvania 17013-9142
Telephone (717) 249-5373
Capacity: Counsel for personal representatives
REV-1500
INHERITANCE TAX RETURN
O~*RT~,ENT Of RE~E~ 21 03 01059
~E~T ~0~o, RESIDENT DECEDENT
I Bream, Donald E.
62-32-4477
12/06/2003 , 02/22/1940 REGISTER OF WILLS
Bream, Gloria J.
8
[] 1 Original Return [] 2 Supplemental Return [] 3 Ren-,ai~der Return (date of death pnor to ~2-13-82)
[] 5 Federal Estate Tax Return Required
[] 4 Limited Estate [] 48 Future interest Compromise (date of death after
[] 6 Decedent Died Testate (Attach copy [] 7 Decedent Maintained a Living Trust (Attach 8 Total Number of Safe Degosit Boxes
[] 9 Litigation Proceeds Received [] 10 Spousal Povedy Credit (date of death between [] 11 Election to tax under Sec 9113(A) (Attach SCh O)
~THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
iCObIPLETE MAILING AODRESS
Sean M. Shultz, Esqun'e
19 Brookwood Avenue, Suite 106
~ Hanft & Knight, P.C.
i Carlisle, PA 17013
717/249-5373
1 Real Estate (Schedule A) (1) None 3-
2. Stocks and Bonds (Schedule B) (2) ~one
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4 Mortgages & Notes Receivable (Schedule D) (4) None
5 Cash, Bank Deposits & Miscellaneous Personal Property (5) 23,487.59
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 14,191.56
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
(8) 37,679.15
8. Total Gross Assets (total Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H) (9) 7,5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 633.17
11. Total Deductions (total Lines 9 & 10) (11) 8,204.68
12. Net Value of Estate (Line 8 minus Line 11) (12) 29,474.47
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 29,474.47
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate' 29,474.47 x .00 (15) 0.00
or transfers under Sec. 9116(a)(1 2)
16.AmountofLine14taxableatlinealrate x .045 (16)
17.AmountofLine14taxableatsiblingrate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) 0.00
Decedent's Complete Address:
STREIiT \DDRESS 28 Pine School Road
Gardners j STATE PA 17324
ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.00
3. interest/Penalty if applicable
D Interest
E. Penalty
Total Interest,/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5 If Line 1 + Line 3is greater than Line 2, enter thedJfference. Thisis the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B) 0,0 0
Make Cheek Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X' IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ................................................................................ [] []
b. retain the right to designate who shall use the property transferred or its income; .................................. [] []
c. retain a reversionary interest; or [] []
d. receive the promise for fife of either payments, benefits or care? ............................................................ [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............................................................................................................ [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
prepaper other than the personal representad',e is based on all in fcrmation of '4 hich preparer has ar,? kno,aled§e
CIoria J.~rcam /
~(d~%~ d ~ ~ ~/Lk, ry.o-~-{. Gardners, PA 17324
SIGNAJURE OF PERSON R~,~PONpB~"~ FOR FILING RETURN ADDRESS
SIGNA, URE OF PREPARER OTHER THAN REPRESENTATI'v E ADDRESS DATE
Senn Rl, Shultz Esquire
Carlisle, PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.11 (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.110il]. The statute does not exempt a transfer 1o a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even ir 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 bcventy-one years of age or younger at death to or for the use of 8 natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S §9116 (a) (1.21].
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 72PS §9116
1.21 [72 P.S. §9116 (a) (11]
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P S §9116 (a) (1.31] 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
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
CO..,ON*EA~T. O, PE'NS~- .... PERSONAL PROPERTY ,
i FILE NUMBER
EBTATFOF Bream, DonaldE. 21 -03 -01059
nc ude 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 d sclosed on schedule F.
VALUE AT DATE OF
ITEM DESCRIPTION DEATH
NUMBER
I Thrift Savings Plan Account 21,590.62
2 Postmark Credit Union Savings Account 1,639.37
3 PA Tax Refund 3.71
4 Capital Tax Bureau 253.89
TOTAL (Also enter on Line 5, Recapitulation) 23,487.59
~ SCHEDULE f
eO,~ON~E~LT. O~ P~NNSYLVAN~A JOINTLY'OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
FSIATI: OF: Bream, Donald E. ' 21 - 03 - 01059
f 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 9,/1,/1972 28 Pine School Road Wife
Gardners, PA 17324
JOINTLY OWNED PROPERTY:
T' DESCRIPTION OF PROPERTY [ ! % OF i DATE OF DEATH
LETTER DATE :Include name of financial institution and bank account number; DATE OF DEATH ! DECD'S ' VALUE OF
ITEM FOR JOINT MADE 'or similar identif in number Attach deed for jointly-held rea VALUE OF ASSET INTEREST
NUMBER TENANT JOINT estate. Y g '
DECEDENT'S
INTEREST
1 A 09/01/19721M&T Bank Checking Account #779814 26,366.15/ 50°/'( 13,183.08
2 A 02/24/2000 120 shares of Epicor Software Coq~. Corn stock at 1,378.20
50%
689.10
$11.485 per share
02/24/2000 50 shares of Oracle Corp Corn stock at $12.775 per 638.75 50% 319.38
3
A
share
TOTAL (Also enter on line 6, Recapitulation) 14,191.56
SCHEDULE H
· FUNERAL EXPENSES &
ESTATE OF ! FILE NUMBER
Bream, Donald E. 21 - 03 - 01059
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Hollinger Fnneral Home &Crernatory Inc. 6,211.20
2 Marlin Stoner - cemetery lot 75.00
B. ADMINISTRATIVE COSTS:
1. Persona Represen a ive's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees to Hanft & Knight, P.C. 1,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State -- Zip
Relationship of Claimant to Decedent
4. Probate Fees to Register of Wills 74.00
5. Accountant's Fees
Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - advertise letters 75.00
2 The Sentinel - advertise letters 136.31
TOTAL (Also enter on line 9, Recapitulation) 7,571.51
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
COMMCNW~ALTtqOF~3~NN$ ...... LIABILITIES, & LIENS
ESTATE OF i FILE NUMBER
Bream, Donald E. : 21 - 03 - 01059
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Tluee Springs Family Practice 98.40
2 Carlisle Regional Medical Center 202.00
3 Andorra Radiology Association 53.70
4 Carlisle Digestive Disease Association 23.00
5 Blue Mountain Anesthesia Association 8.45
6 Bronstein Jeffries 11.27
7 lmpathy, Inc. 125.00
8 Yellow Breeches EMS 79.35
9 Lancaster HMA Physicians Management 16.50
10 Central Permsylvania Medical 15.50
TOTAL (Also enter on Line 10, Recapitulation) 633.17
'~ SCHEDULE J
eOM~dO N'WEALTH O F PENNSYLVANIA BENEFICIARIES
RES:DENT DECEDENT
I FILE NUMBER
ESTATE OF Bream, Donald E. I 21 - 03 - 01059
~ RELATIONSHIP TO AMOUNT OR SHARE
NUMBER i NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
L TAXABLE DISTRIBUTIONS (include outright spousal distributions) i
1 Gloria J. Bream wife 100% residue
28 Pine School Road
Gardners, PA 17324
:Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
E NG MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
LAST WILL ~D TESTA~NT
OF
DONALD B. BRF~X~
I, DONAL3 E. BRF~I, a legal resident of South bRddleton Township,
C~nberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for my Last Will
and Testament; hereby revoking all other ~lls and codicils heretofore made by
FIRST: I direct that all my just debts and funeral expenses,
including my grave marker, shall be paid from the assets of my estate as soon
as practicable after my decease.
SECOND: I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, Gloria J. Bream, providing she shall
survive me by thirty (30) days. Should my wife, Gloria J. Bream, predecease
me or die on or before the thirtieth day following my death, I devise and be-
queath the residue of my estate, of every nature and wherever situate, to my
children, equally, provided that the share of any child who predeceases me or
dies on or before the thirtieth day following my death shall be distributed to
his or her issue, per stirpes, living on the ~irty-first day following my deat
and in default of any such then living issue, such share shall be added to the
share or shares for my other children.
THIRD: I direct that all taxes that rmay be assessed in consequence
of my death of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of ~e ex~pcnse of the administration of
my estate.
Should mywife predecease me or die on or before the
thirtieth day following my death, I nominate, constitute and appoint ~. and
~ks. Kenneth Bream of Gardners, Pennsylvania, guardians of the persons of my
children. In the event of the renunciation, death, resignation or inability
to act for any reason whatsoever of the said guardians, I nominate, constitute
and appoint ~. and Mrs. Gary Prosser of Gardners, pem~sylvania, guardians of
the persons of my children. It is np- ex-pressed desire that my children shall
not be separated.
FIFTH: Should my wife predecease me or die on or before the
thirtieth day following my death, I nominate, constitute and appoint Mr. and
Mrs. Kenneth Bream of Gardners, Pennsylvania, guardians of the estate of my
children. In the event of the renunciation, death, resignation or inability to
act for any reason whatsoever of the said guardians, I nominate, constitute and
appoint b~. and b~s. Gary Prosser of Gardners, pe]msylvania, guardians of the
estates of my children. Such guardians as appointed shall have the power to use
principal as well as income from time to tine for the minor's support and edu-
cation (including college education, both graduate and under graduate) and in-
cluding provisions for any additional expenses which may be incurred by any
person upon his or her taking any child into his or her home, without regard to
the ability of any person or persons to provide for such support and education,
or to make payments for these purposes, without further responsibility, to the
minor or the person taking care of the minor. It is my intention that my
guardians shall have the greatest latitude in determining what income and
principal of the minor child's estate shall be employed for the child's welfare
even to the extent of expending in furtherance of purchases for the joint use
of the family unit of which said child shall be a part. It is not my desire
that any portion of the estate of a minor child shall remain when he or she
obtains the age of 18 years if the employment of such assets prior thereto will
benefit the child directly or indirectly. The guardians as appointed shall not
be required to give bond or furnish sureties in any jurisdiction.
SIXTH: I nominate, constitute and appoint my wife, Gloria J.
Bream, Executrix of this my Last Will and Testament. In the event of the renun-
ciation, death, resignation or inability to act for any reason whatsoever of
the said Gloria J. Bream, I nominate, constitute and appoint Mr. and Mrs. Gary
Prosser of Gardners, Permsylvania, Co-Executors of this my Last Will and Testal.
ment. I hereby relieve my Executrix or Executors from the necessity of posting
security in connection with her or their duties as such in any jurisdiction in .
which she or the)- may be called upon to act insofar as I am able by law to do
so.
IN %VITNESS ;~HEREOF, I have hereunto set my hand and seal to this, my
Lasf Will and Testament, consisting of two (2) typewritten pages, the first of
~ich bears my signature in the margin thereof for the purpose of identificatior
this ~x/'_~day o£ August, 1977.
Donald E. Bream
Signed, sealed, published and declared by the above-named Testator,
Donald E. Bream, as and for his Last Will and Testament, in the presence of us,
who, at his request, in his sight and presence, and in the sight and presence
of each other, have here~mto subscribed our names as witnesses.
-Page 2 of 2 Pages-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rNY)'v,'" rTI''^F CC
BUREAU OF INDIVIDUAL RiW':,--,L..' !'~I:~ -\,"~"" .it NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION . \:"',\LSApPRAISEHENT I ALLOWANCE OR DISALLOWANCE
PO 00' ...." ' OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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CLERi< OF
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HANFT ETAL
19 BROOKWOOD AVE 106
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-10-2005
BREAM
12-06-2003
21 03-1059
CUMBERLAND
101
Allount Re.ltted
*'
REY-l&47EXAFP112-D4l
DONALD
E
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 ~
REV:is4i-EiniW-coi":oii""NOi'"iCE-OF-YN'HEiiifAN-CE-TAX-APjiRiiisEiiENT:--KLlowliiicE-oR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BREAM DONALD E FILE NO. 21 03-1059 ACN 101 DATE 01-10-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
) 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 OJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule G)
S. Total Assets
(1)
(2)
(3)
(4)
IS)
(6)
(7)
.00
.00
.00
.00
23.487.59
14.191.56
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,571.51
633.17
Ill)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ abb
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal r.te (15)
16. AMOUnt of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account}
submit the upper portion
of this form with your
tax payment.
37,679.15
8.?n4 68
29,474.47
.00
29,474.47
14, lS and/or 16, 17, 18 and 19 will
returns assessed to date.
29,474.47 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
AX CR"nIT!':'
'" AMOUNT PAID
DATE NUH8ER INTEREST/PEN PAID 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
S~
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. {
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY 8E DUE Ul\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/01/2005
HANFT MICHAEL J
19 BROOKWOOD AVENUE
SUITE 106
CARLISLE, PA 17013
RE: Estate of BREAM DONALDE
File Number: 2003-01059
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. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~A ,y, lAJk~J
~'t. ti./.~Yt;i:e;,-L/ /.,,"v~~- ~a-
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
\(k
ORPHANS' COURT DIVISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: DONALD E. BREAM
Date of Death: December 6, 2003
Admin. No. 21-03-1059
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes --L 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 --L No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: November JL, 2005 Respectfully submitted,
C:l
C2J
ean M. Shultz, Esquire
Attorney ill No. 90946
11 Roadway Drive, Suite B
Carlisle, Pennsylvania 17013
(717) 249-5373
Counsel for personal representative
, :-)
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