HomeMy WebLinkAbout02-0957
Estate of 'IE' d wi" Ii "or. B~"L.Vf'l
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
oflt
~, No, al-O.;t.Q5i
To:
Register of Wills for the
Deceased. County of in the
Social Security No, ;;) n G-, - ;;l" - q q </1 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ll. I X ')
in the last will of the above decedent, dated .' .:J('{Vl~ IS
and codicil(s) dated
named
,1946
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C IJ.. 1/Y\ b &"Ii< \ 0.. Vl d Count~ Pennsylvania, with
h \ S last family or principal residence at '-/-( $; 5 N <UA + u c! It' e t- ]:> ~,' IJ-p
tln'W\j;1aO-'Y\''''''''''''';'' Me,,1.OUY\lc-"'bLJI'>~ PA- IIOS>D
(list street, number and muncipality)
Decendent, then (" q 'b ,19 d-b":"
at 0 S' ",' "... .
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ .5()~ J ()()() ,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: 'f 1/", () 00 - tIS.... N_-tv.k-e:l V~; ~-e.
t9~IU~,)\I\I~">bv(.L1 T'A ,'/)56
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF cmIBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belie f petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will we an truly administer estate according to law.
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Sworn to or affirmed and subscribed
before me this 24th day of
OCTOBER 2002 ~
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No. a'.O~.q5'
Estate of
EDWIN TYSON BROWN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCOTBER 25, 2002 19_, 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 6 -1 5 - 1 995
described therein be admitted to probate and filed of record as the last will of
EDWIN TYSON BROWN
TESTAMENTARY
JOANNE AUSTIN AND MARCIA BROWN
and Letters
are hereby granted to
FEES
Probate, Letters, Etc. ......... $
Shon Cenificates( ).......... $
*~~iftm '?XtF.<'!. p'~g:E!? $
jcp $
TOTAL _ $
10-25-2002
340.00
9.00
15.00
5.00
369.00
A TIORNEY (Sup. Ct. J.D. No.)
ADDRESS
Filed
PHONE
mailed to exec marexaibrown 10-25-2002
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H10S.805 REV9f8(,
This is to certifY that the infotmation hete given is correctly copied from an original certificate of death duly filed with me as
Local Registtar. The original certitlcate will be forwarded to the State Vital Records Off,ce for permanenr filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
p
8385538
No.
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Fee for this ceniflcate, $2.00
CUnt>erland
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son Brown
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
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02/-0.;l-QSl-
LAST WILL AND TESTAMENT
of
EDWIN TYSON BROWN
I, EDWIN TYSON BROWN, a resident of the County of Cumberland
and the Commonwealth of Pennsylvania, do make, publish and
declare this to be my Last Will and Testament, hereby revoking
all Wills and Codicils heretofore made by me.
FIRST:
I direct that the expenses of my last illness and
funeral be paid from my estate as soon as practicable after my
death.
I additionally direct that my remains be disposed of in
accordance with the wishes of my personal representative. I
request that a Lutheran memorial service be held and that I be
laid to rest in the Brown plot.
SECOND:
I specifically bequest that items of personal
property be distributed in accordance with the dictates of a
signed memorandum which shall be stored in my safe deposit box or
provided to either of my sisters, Joanne Austin or Marcia Brown.
THIRD:
I give, devise and bequeath my entire estate,
property (including rights to property), real, personal and
mixed, and insurance thereon, equally to my sisters, Joanne
Austin and Marcia Brown, or the survivor of them, provided they
shall survive me for a period of thirty (30) days.
FOURTH:
I devise and bequeath all the rest, residue and
remainder of my estate equally to my sisters, Joanne Austin and
Marcia Brown, or the survivor of them provided both or either of
them, as applicable, survive me by thirty (30) days.
FIFTH: Should both Joanne Austin and Marcia Brown
predecease me or die on or before the thirtieth day following my
death, I devise and bequeath all the rest, residue and remainder
of my estate to J~ A ~ L ~ )1rM<, Ac.w~ bC01~
SIXTH: Until actual distribution, no par of the income or
principal shall be subject to anticipation or alienation by any
beneficiary nor shall it be subject to attachment because of the
obligations of any beneficiary.
SEVENTH:
I direct that all estate, inheritance, transfer
and succession taxes, federal, state and foreign of any kind
whatsoever, which may be due and payable as a result of my death,
together with all interest and penalties thereon, with respect to
the property includable for such tax purposes, shall be paid from
the principal of my residuary estate.
I authorize my Executor to
pay such taxes at such time or times as she in her absolute
discretion, may deem advisable.
EIGHTH: I authorize my Executor:
(a) to retain and to invest in all forms of real and
personal property, including stock and other securities,
regardless of any limitations imposed by law on investments by
fiduciaries;
(b) to compromise claims;
(c) to join in any merger, reorganization, voting trust
plan or other concerted action of security holders and to
delegate discretionary duties with respect thereto;
(d) to sell at public or private sale, to exchange or to
lease for any period of time any real or personal property and to
give options for sales or leases;
(e) to borrow and to pledge property of security for any
funds borrowed;
(f) to allocate any property received or charge incurred to
income or principal or partly to each without regard to any law
defining principal and income;
(g) to exercise any law-given option, to treat
administrative or other expenses of my estate as income tax
deductions even if they were paid for principal and to value my
estate for tax purposes by any optional method permitted by law
in force when I die, without requiring adjustments between income
and principal for any resulting effect on income or estate taxes;
and
(h) to distribute in cash or in kind.
These authorities shall extend to all real and personal
property at any time held by my Executor, and shall continue in
full force and effect until the actual distribution of all such
property. All powers, authorities and discretion granted by this
will shall be in addition to those granted by law and shall be
exercisable without leave of Court.
NINTH: I appoint my sisters, Joanne Austin and Marcia
Brown, as Co-Executrices of this, my Last Will and Testament. In
the event either of my sisters predecease me or fail to qualify,
I appoint my surviving sister, as sole Executrix of this my Last
Will and Testament.
TENTH: I direct that my Executrices shall not be required
to give bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
1)71
day
of --d'~
, 19 q S-
i~~~'''b~
Edwin Tyson rown
The preceding instrument,
(~) other typewritten pages,
consisting of this and
-fILC,_cJ
was
on the day and date thereof
,-_\JLuIJ7 IL ^[,n ()" ^l-J'"
J~ .~ \U~he
signed, published and declared by
Testator therein named, as and for his Last Will, in the presence
of us, who, at his request, in his presence, and in the presence
of each other, have subscribed our names as witnesses hereto.
-Xt~
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. tness ~
,Ll~/L-,< t{. /'fy~
Witness
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF YORK
Before me, a Notary Public in and for said County and
Commonwealth, personally appeared the undersigned Testator and
witnesses who, being duly sworn according to law, did
acknowledge, depose and say:
We, \!cLum-7LrsS(5)W:.J?)Yi<-J'fL;) the undersign~d Testa or,
and h K a ~ f<rrl fH I t~ and (b{L 'U.-X)J LA. . Ji..- L L' ,
the undersign d witnesse , whose names are signed t the ttached
or foregoing instrument, being first duly sworn and qualified
according to law, do hereby depose, declare and acknowledge to
the undersigned authority that the Testator signed, declared and
executed said instrument as his Last Will in the presence,
hearing and sight of the witnesses and that Testator signed
willingly and executed said will as his free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence, hearing and sight of the Testator and
of each other, signed said will as witness and that to the best
of each affiant's knowledge, the Testator 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 to
before me this /5-fh day of
~Unc) , 19i5.
C? _, D I LO L?j {Ii ^ILIS
NOTARIAL SEAL
TRACY L. LANDIS, Notary Public
York, York County
My Commr$SIOn Expir~t May 4, 1998
My Commission Expires:
~\~~~g()V o~
~ness
. ~<-<-4_ a, I~'/~
I Witness
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Edwin Tvson Brown
Date of Death: Julv 8. 2002
Will No. 21-02-0957 of2002
Admin. No.
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
November 27,2002:
Name
Address
Marcia Brown
504 Thomas Road
Camp Hill, PA l70ll
Joanne Austin
5627 Moreland Court
Mechanicsburg, P A 17055
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A
Date: November 27.2002
ft~-
Susan H. Confair, Esquire
Reager & Adler, PC
2331 Market Street
Camp Hill, PA l70ll
(717) 763-1383
Counsel for Personal Representatives
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1 162 EX(1 1-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REAGER & ADLER
C/O SUSAN H CONFAIR ESQUIRE
2331 MARKET STREET
CAMP Hill, PA 17011
n_u__~ fold
ESTATE INFORMATION: SSN: 206-26-9941
FILE NUMBER: 2102-0957
DECEDENT NAME: BROWN EDWIN TYSON
DATE OF PAYMENT: 04/10/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/08/2002
NO. CD 002409
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 [ $86,319.40
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[
[
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-
--
TOTAL AMOUNT PAID:
$86,319.40
REMARKS: JOANNE AUSTIN & MARCIA BROWN
C/O SUSAN H CONFAIR ESQUIRE
CHECK#153
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
--
DONNA M. OTTO
DEPUTY REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIViDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV- 1162 EX( 11 -96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
-
REAGER & ADLER
C/O SUSAN H CONFAIR ESQUIRE
2331 MARKET STREET
CAMP Hill, PA 17011
_____n~ fold
ESTATE INFORMATION: SSN: 206-26-9941
FILE NUMBER: 2102-0957
DECEDENT NAME: BROWN EDWIN TYSON
DATE OF PAYMENT: 04/10/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/08/2002
NO. CD 002410
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,832.92
I
I
I
I
I
I
I
I
,-
TOTAL AMOUNT PAID:
$8,832.92
REMARKS: JOANNE AUSTIN & MARCIA BROWN
C/O SUSAN H CONFAIR ESQUIRE
CHECK#154
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WillS
-
DONNA M. OTTO
DEPUTY REGISTER OF WillS
CJMBb<LAND COUNTY, PENNSYLVANIA
v
INVENTORY
Estate of BROWN, EDWIN TYSON
, Deceased
No. 21 02 0957
Date of Death 7/8102
Social Security No. 206269941
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IlWe
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.R Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: SUSAN H. CONFAIR
I.D. No.: 70241
Address: REAGER & ADLER, P.C.
CAMP HILL
PA 17011
Telephone: 717-763-1383
Description
Value
Stocks & Bonds
SERIES EE BOND - R4603306 EE
270.24
SERIES EE BOND - C931 09937 EE
135.12
SERIES EE BOND - L424538873 EE
49.34
PNCINVESTMENTACCOUNT
Account No. 1699-2711
26,353.03
Closely-Held Corporation, Partnership or Sole-Proprietorship
Total
(Attach Additional Sheets if necessary)
454,041.77
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative.
include the value of each item, but such figures should not be extended Into the total of the Inventory.
RW-4
Continuation of Inventory
BROWN, EDWIN TYSON
21
02
0957
Page 1
Description of Inventory
Description
Value
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
CERTIFICATE OF DEPOSIT
PNC Bank - Account No. 31100216915
51,698.97
CHECKING ACCOUNT
PNC Bank - Account No. 5080055927
8,814.84
SAVINGS ACCOUNT
PNC Bank - Account No. 5080229261
233,395.23
2002 FEDERAL INCOME TAX REFUND
2,014.00
2002 COMMONWEALTH OF PENNSYLVANIA TAX REFUND
56.00
1996 BUICK LaSABRE
5,355.00
Real Estate
4185 NANTUCKET DRIVE, MECHANICSBURG, PENNSYLVANIA
contract sales price
125,900.00
Subtotal $
Grand Total $
427,234.04
454,041.77
REV-1500EX + (6-00)
t \-qlo-q Ot
REV-1500 if
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-ll601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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BROWN, EDWIN TYSON
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
07108/2002 11/10/1932
(I'r APPLICABLE) SUR\J\VlNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE lNlTIAL)
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[E] 1. Original Return
o 4, Umited Estate
[g] 6, Decedent Died Testate (Attach copy of Will)
o 9, Utigation Proceeds Received
o 2, Supplemental Return
D 4a. Future Interest Compromise (date of death aIler 12-12-82)
o 7. Decedent Maintained a Uving Trust (Attach copyofTrust)
o 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
2 -0 2 0 9 5 7
c:5m'r'N"'COOE ""Y"EAA- - - 'NtiMBER--
SOCIAL SECURITY NUMBER
206-26-9941
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return [date 01 death prior to 12-13-82)
o 5. Federal Estate Tax Relurn Required
.2- 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113{A) (AttachSchO)
COMPLETE MAILING ADDRESS
REAGER & ADLER, P,C,
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NAME
SUSAN H, CONFAIR
FIRM NAME (If Appl.,ble)
REAGER & ADLER, P,C,
TELEPHONE NUMBER
717-763-1383
CAMP HILL
2331 MARKET STREET
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1. Real Estate (Schedule A) (1)
2, Slocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole.Proprietorship (3)
4. Mortgages & Notes ReceIVable (Schedule D) (4)
5, Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6, Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administratlve Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule l) (10)
11. Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election 10 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
S
=>
Q.
:E
o
u
~
I-
15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X_(15)
X_(16)
792,936,04 X ,12 (17)
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
X ,15 (18)
(19)
19. lax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20,
PA 17011
125,900,00 j
!
26,807,73
Oi=FICIALuSE-ONiY
301,334,04
365,a20,73l.
(8)
819,862.50
23,745,67
2,780.79
(11)
(12)
(13)
26,526,46
793,336,04
400,00
(14)
792,936,04
95,152,32
95,152,32
o ad t' C
I t Add
ec en s' amole e ress:
STRmAOORESS 4185 NANTUCKET DRIVE
CITY MECHANICSBURG I STATE PA I liP 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
95,152.32
Total Credits (A + B +C) (2)
3.
InteresUPenalty it applicable
D.lnterest
E. Penalty
4.
TotallnteresUPenalty ( D + E)
If Line 21s greater than Line 1 + Line 3, enter the difference. This is Ihe OVERPAYMENT.
Check box on Page 1 Line 20 to request a relund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
to: REGISTER OF
(4)
(5)
(5A)
(5B)
AGENT
5.
95,152.32
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This Is the BALANCE DUE.
Make Check
95,152.32
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 ineeme 01 the property transferred; ........................................................................... 0 IZl
b. retain the right to designate who shall use the property transferred or Its income; ........................................ 0 IZl
c. retain a reversionary interest; or ..........................................................................................,........... 0 1KI
d. receive Ihe promise for life of either payments, benefits or care? ............................................................. 0 IZl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?..............,.................,............................................................. 0 [g)
3. Did decedent own an "in trust for' or payable upon death bank account or securny at his or her dealh? ................. 0 IZl
4. Did decedent own an Individual Retirement Aceeunt, annuity, or other non.probate property which
contains a beneficiary designation? ............... .... .................... ..,.........., .............,............,... . ..............,... ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~
,C<J it.4 'L/
1(',
ATURE OF PREPARER 0
DATE
ct/?0.3
2331 MARKET STREET, CAMP HILL, PA 17011
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of translers to orfor the use 01 the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exernot 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 if
the surviving spouse is the only beneficiary.
For dates at dealh on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent ofthe chiid is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin9s is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedenl, whelher by blood or adoption.
RW'W"':".'''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
BROWN EDWIN TYSON 21 02 0957
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchangeQ
between a wllllng buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshiD must be disclosed on Schedule F,
ITEM
NUMBER
1.
DESCRIPTION
4185 NANTUCKET DRIVE, MECHANICSBURG, PENNSYLVANIA
contract sales price
VALUE AT DATE
OF DEATH
125,900.00
TOTAL (Also enter on line 1, Recapitulation) $
(It more space is needed, insert additional sheets of the same size)
125,900.00
R"'.'~m:I"9".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
INN
SCHEDULE B
STOCKS & BONDS
ESTATE OF
BROWN EDWIN TYSON
All property jointly-owned witI1 right of survivol'$hip must be disclosed on Schedule F.
FILE NUMBER
21 02
0957
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
270.24
SERIES EE BOND - R4603306 EE
2.
SERIES EE BOND - C93109937 EE
135.12
3.
SERIES EE BOND - L424538873 EE
49.34
4.
PNC INVESTMENT ACCOUNT
Account No. 1699-2711
26,353.03
5.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
26,807.73
'''''''''0>:'''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BROWN EDWIN TYSON
FILE NUMBER
21 02
0957
Include the proceeds of litigatiof\ and the date the proceeds were rece\'Jed by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
51,698.97
CERTIFICATE OF DEPOSIT
PNC Bank - Account No. 31100216915
2.
CHECKING ACCOUNT
PNC Bank - Account No. 5080055927
8,814.84
3.
SAVINGS ACCOUNT
PNC Bank - Account No. 5080229261
233,395.23
4.
2002 FEDERAL INCOME TAX REFUND
2,014.00
5.
2002 COMMONWEALTH OF PENNSYLVANIA TAX REFUND
56.00
6.
1996 BUICK LaSABRE
5,355.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
301,334.04
"''''''':11'''',*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
BROWN EDWIN TYSON
FilE NUMBER
21 02
0957
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUQE THE NAME OF TKE TRANSFEREE,Tl-IEIR RELATIONSHIPTOOECEOENTAND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COpy OF TKE DEED fOR REAL ESTATE VALUE OF ASSET INTEREST (IFAPPUCABLE\
1. ERNST & YOUNG, llC - 401 (K) ACCOUNT 114,387.40 100. 114,387.40
Account No.
2. PNC INVESTMENTS - ANNUITY 146,831.42 100. 146,831.42
Glenbrook Annuity # GA 106624
3. MERRill lYNCH - INDIVIDUAL RETIREMENT ACCOUNT 30,994.22 100. 30,994.22
4. PRICE WATERHOUSE COOPERS - 401 (k) ACCOUNT 73,607.69 100. 73,607.69
TOTAL (Also enteron line 7, Recapitulation) $ 365,820.73
(It more space is needed, insert additional sheets of the same size)
''''''''',:,,.,'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BROWN EOWIN TYSON
FILE NUMBER
21
02
0957
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MYERS HARNER FUNERAL HOME 3,227.00
2 PHILLlPSBURG MARBLE & GRANITE 625.00
3. TRINITY LUTHERN CHURCH - MEMORIAL LUNCHEON 101.93
4. PASTOR PETER HUTCHINSON 100.00
5 PHILLlPSBURG CEMETERY 150.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Social Security Number{s} I EIN Number of Personal Representative(s)
Street Address
City State lip
Year{s) Commission Paid:
2. AttomeyFees REAGER & ADLER, P.C. 5,000.00
3. Family Exemption: (If decedents address ls not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 369.00
5. AooountanfsFees R. WM. WIRE ASSOCIATES, P.C. 1,545.00
6. Tax Return Prepare~s Fees
7. MARK HILBERT - Home Appraisal 275.00
8. CHECK PRINTING FEE 15.99
9. POSTAGE STAMPS 37.00
10. ZIMMERMAN - plumbing and heating repairs for sale of home 475.00
11. EWING ROOFING - repair garage vent 75.00
12 CUMBERLAND LAW JOURNAL 75.00
13. THE SENTINEL 74.75
14. REAL ESTATE COMMISSION - Howard Hanna Detweiler Realty 7,434.00
15. DEED PREPARATION - ReMax Realty Associates 100.00
16. HOME WARRANTY - American Home Shield 385.00
17. NOTARY FEE, TAX CERT & UPCA DOCUMENT FEE 22.00
18. TRANSFER TAX 1,259.00
TOTAL (Also enter on line 9, Recapitulation) $ 23,745.67
(If more space is needed, insert additional sheets of the same size)
'''''''''.'''''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21 02
ESTATE OF
BROWN EDWIN TYSON
0957
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2.
3
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
DESCRIPTION
AMOUNT
294.00
HAMPDEN TOWNSHIP - trash/sewer (3 quartersO
MID PENN UROLOGY
10.00
HOLY SPIRIT HOSPITAL
74.19
VERIZON
89.43
PP&L
173.59
AT&T
7.60
WEST SHORE EMS
659.40
BEAUMONT SQUARE HOMEOWNERS ASSOCIATION
October, November & December 2002
150.00
THE HARTFORD - Homeowners Insurance
257.00
UGI
150.84
PENNSYLVANIA AMERICAN WATER COMPANY
61.02
HERSHEY MEDICAL CENTER PHYSICIANS GROUP
342.30
COMCAST CABLE - final bill
32.07
AT&T - final bill
7.60
CENTRAL MEDICAL EQUIPMENT CO
21.19
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert addilional sheets of the same size)
2,780.79
REV'1513,EX:19*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
?1 n? nq<;7
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnclude outright spousal dislIibutions, and transfers under
Sec. 9116 (a){1.2)1
1- JOANNE AUSTIN SISTER 1/2 OF THE ESTATE
5627 Moreland Cour!
Mechanicsburg, PA 17055
2. MARCIA BROWN SISTER 1/2 OF THE ESTATE
504 Thomas Road
Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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. TRINITY LUTHERAN CHURCH 400.00
Balance due to church for amount pledged by decedent prior to his death (see attachedO
for their Capital Campaign
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS DN LINE 13 OF REV-1500 COVER SHEET $ 400.00
(If more space is needed, insert additional sheets of Ihe same size)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REAGER & ADLER PC
C/O MONICA ZERCHER
2331 MARKET STREET
CAMP HILL, PA 17011
_nn_n fold
ESTATE INFORMATION: SSN: 206-26-9941
FILE NUMBER: 2102-0957
DECEDENT NAME: BROWN EDWIN TYSON
DATE OF PAYMENT: 06/13/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/08/2002
NO. CD 002678
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $26.07
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$26.07
REMARKS: REAGER & ADLER PC
C/O MONICA ZERCHER
CHECK# 14767
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WillS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
" /-')- ,/6 - '1
~ BUREAU Of INOIVIOUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
Of OEDUCTIONS AND ASSESSHENT Of TAX
Flee:'
Rel.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-09-2003
BROWN
07-08-2002
21 02-0957
CUMBERLAND
101
Amount R...itt"d
SUSAN H CONFAIR
REAGER & ADLER
2331 MARKET ST
CAMP HILL
'03 JUN 19 P 1 :36
G,:n:.
PI\C\lfltlU,. "v:
'*
REW~lSU U iFP tU-HI
EDWIN
T
19}
IlO}
} CHANGEO
ll}
12}
13}
14}
IS}
16}
17}
125,900.00
26,807.73
.00
.00
301, 334.04
.00
365,820.73
18}
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=is'4j-EiCAf'jQ'iiFo3Y-;JiiYicniF-'fNHEiiiiANCE-YAX-APPRAisEiiE;j:r-,--ALLOWANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BROWN EDWIN T FILE NO. 21 02-0957 ACN 101 DATE 06-09-2003
TAX RETURN WAS: I X} ACCEPTED AS fILEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Kortgages/Notes Receivable (Schedule DJ
5. Cash/Bank D8Posits/Hlsc. Personal Property (Schedule El
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule Q)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exp.ns.s/A~. Costs/Hisc. Expenses (Schedule Kl
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total _Uons
12. Net Value of Tax Return
13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts (Schedule J)
1~. Net Value of Estate Subject to Tax
If an asses.-ent was issued previDus1y, lines 14, 15 and/Dr 16, 17, 18 and 19 will
reflect figures that include the tDtal Di' ALL returns assessed tD date.
ASSESSMENT OF TAX:
15. A.o...,t of Line 14 at Spousal rat. (IS)
16. Aaount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 et Sibling rat. 117}
18. Amount of Line 1~ taxable at Collateral/Class 8 rate (18)
19. Principal Tax Due
S:
NOTE:
NUHBER
CD002409
CD002410
INTEREST/PEN PAlO I-}
.00
.00
DATE
04-10-2003
04-10-2003
23,745.67
2.780.79
Ill}
1I2}
113}
114}
.00 X
.00 X
792,936.04 X
.00 X
AMOUNT PAID
86,319.40
8,832.92
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-11-2003 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
119}=
NOTE: To insure proper
credit to your account I
~.i t the upper portion
of this fo~ with your
tax paYllent.
819,862.50
?ft.li?ft 4ft
793,336.04
400.00
792,936.04
.00
.00
95,152.32
.00
95,152.32
95,152.32
.00
26.07
26.07
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REfLECTEO AS A "CREDIT" ICR}, YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THYS. FnDM I'nD T~TDlIII"'TT"""''''' "
1'7-9b-9
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
IEY~ln7EX'FP (II1-UI
SUSAN H CONFAIR
REAGER 8 ADLER
2331 MARKET ST
CAMP HILL
'OJ ,JUL 11
. tAft
EStATE OF
DATE OF DEATH
FILE NUMBER
liiuiM'
ACN
06-30-2003
BROWN
07-08-2002
21 02-0957
CUMBERLAND
101
OOWtt R...itted
EDWIN
T
ReCUfU"
R~-;.
PA 17011
c;~!
Cn\\;:.,-:: i
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper cr~it to your eccount, submit the upper portion of this for. with your tax p.y...nt.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
REy:i6ifj-E"x-iiij.--fiiFii3y------.iij(-iNHERi''r'AiicE-Tilc-5TAfEiiENT-OF-iccouiif--j(Ii.---------------------
ESTATE OF BROWN EDWIN T FILE NO. 21 02-0957 ACN 101 DATE 06-30-2003
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACM IH THE NA"ED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNEHTS, THE CURREHT BALANCE, AND, IF APPLICABLE,
A PROJECTED IHTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003
P R I NCI P AL TAX DUE: ,_______"'_'0'_______",_,_________._________"'"",______"""".------,-.
95,152.32
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-10-2003 CD002409 .00 86,319.40
04-10-2003 CD002410 .00 8,832.92
06-13-2003 CD002678 26.07- 26.07
TOTAL TAX CREDIT 95,152.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
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PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH
REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED,
FILE a 6.12 FORM YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edwin T Brown
Date of Death: .Tuly S, 2002
Will No.: 21-02-0957
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 complete:
Yes X
No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lfthe answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes
No X
B. The separate Orphans' Court No. (if any) for the personal representative's
account is:
C. Did the personal representative state an account informally to the parties in
interest? Yes No X
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:
(d-/803
/6u~
Susan H. Confair, Esquire
Reager & Adler, P.C.
2331 Market Street
Camp Hill, P A 17011
(717) 763-1383
Counsel for Personal Representative