Loading...
HomeMy WebLinkAbout02-1038Register of Wills of CUMBERLAND County, Pennsylvania RETITION FOR GRANT OF LETTERS Estate OI Christine Brownhill No. 21- (72 - ~Q'38 also known as Deceased Sodal Security No. 204-03-7585 ;Tan Kulonda a/k/a Jan Kolonda Petltloner(s), who Wars ttl years of age or older, appy(iss) for: (COMPLETE'A' OR'B' BEIOW:) ® A. Probate and Grant o! Letters Testamentary and aver drat Petidoner(s) Is/are d!e exeatt rix named in the last WAI of the Decedent, dated August 1 1 , 1 998 and codicil(s) dated rMrrwrl drevrtslar~, rr.p.. nnur,cWlon, dWh of rratrCiAa. NC. -- Except as follows, Decedent dd not marry, was not divorced, and dd not have a child bom or adopted after execudon of the documents oHsred far probers; was not the vicdm of a killing and was never erijudicated Incompetent: 0 B. Grant of Letters of Administration (a~.RC.IJ.; pen nt• hr ufint• ~W ~hi~; Uf~nt~ nOrttltl Pedtionsr(s) char a proper search has/heve ascertained that Decadent leh no Will and was survived by the following spouse (if any) and heirs: (lilt Otreet, number and munidpal~ry) ~ V Decedent, then 90 years of age, died October 31 .2002• u 1700 Market St. , Camp Hill, PA (location) or principal residence at Decedent st death owned property widt esdmeted values as foilowa: (If domfaled in PA) All personal property (If not domiciled in PA) Personal property In Pennsylvania (lf not domiciled in PA) Personal property in County Value of reel estate in Pennsylvania situated as lohowa: _ Form sRW-1 Pape t of 2 Prepared by tl+e Pennsylvania Bar Associstbn 1991 S ti S s A I--F-- Ica-3 Decedent was domiciled et death in Camp Hill , Cumberland County, Pennsylvania, with his/her last family c/o Manor Care Nursing ~ „ , / _ _ /„~ , - _ ~ Wherefore, Petitloner(s) respectlulty request(s) the probate of the last Will end Codicil(s) presented with this Petition and the grant of Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland - - - ,,, . No. :1l- Oa--_103 ~ Estate 0} Christine Brownhill Deceased Social Security No: 204-03-7585_ _ Date of Death: 10/31/02 AND NOW, November 20 _ ~ , 2002 in consideration of the Petition on the reverse. side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary © Of Administration OD.n .t_a; •nt• h•; ut•nt• aDtNt •; u•M• • fan Ka r~ncl~ G/~C~c~ ~Ta~ I~u~vn~g are hereby granted to ~~~---~~~~ a a, 3t;,~-a ~ ~e~e~~a in the above estate and that the Instrument(s) dated August 1 1 , 1 993 described in the Petition tie admitted to probate and tiled of record as the last Wil; of Decedent. FEES Letters ..................... Short Certificate(s) .... Renunciation ..... Affidavits ( ) ............ to ~ ~ . 0~ S ~ . OCR 3 Extra Pages ( ) ......... S_~.Qp_ Codicil ...................... 3 JCP Fee ................... S /l7. 00 Inventory .................. ~ Attorney: R. Scott Cramer LD. No: 22810 Address: P . 0 . Box 159 Duncannon, PA 17020 Telephone: (717) 834- 5700 Other ....................... S TOTAL ............. E 7 Q -~.A~~ ~~ a.~..- as F«r„ .Rw-, Pep• x or 2 ~ ~~ -ro ~~ 1~- a,~ - o a Pr•par•d by 1M Pennt~Ivenie ear Ae•odatlon 1991 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 belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner{g) will well and truly administer the estate according to law. / Swom to or affirmed and subscribed ~"a n 1 col u n i~a _ a /l~/G Jan ~~.1 ~(~n~'l~ .., I _. :2 _ - .-. ,_. ri.:r, ,:'t;] .. ti?tTCCIV C{)17,CCi ;FY I;t 317 O+d~;1i+~i~ ~l1'.;.{i. „ ~ ~ ,.. .. ,_. t _.. .. - .:?t' r ;~,I~ +.n,..~ '.` :`('r,`,b';11'(ietl CO C~1: ~2.dCi,, Aw ITa~ Iti,COP;ty {)t.l: ?.~! ~ , t°, ,~,~~. _ . ~:. I~ i#le~~l ~~ ~lu~alicat~ this cc~A~l by h~tc~s~~t gar ~~Ic~~~~s,~ ~_°,. P 8643465 ,i -~ .~. _ ff.'s (~ C'v ~ 4 2002 ~a7 Rev. ue7 COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • 41TAL RECORDS CERTIFICATE OF DEATH NA ECEDENT IF USI. Mu1we. _ast) ~~ Chris tine Brownhill ~, ill [ . nt YUMBER -_~.-s SE% SGCIAL SECURITY NUMBER DATE OF DEATH ,MCnIn. Dar. rears ~ 2 7 -` - _ _ . Female 204 03 75 5 1 AGE (La&Satnday) UNDERtYF.Vi l1NDERIDAY DATE OF BIRTH 367TMPlACE.(:ay and T ~MUmn Da ve9N il M n t f D D PLACE OF DEATNr('ntr:N nr+yn a-- r.x.l,w ~s nn.ane, s~WOI _- Onl aya a r . Y /,o,as Mnulea a e« wexTn ounll Yl HOSPITAL. OTHER' -~ - -- 9 0 YI:. ~ 1 / 1 4 / 1 91 2 Phi 1 a P a Inpatwnt ^ ER/Outpallenl ^ ooA ^ ^ ~ a~ H w ~ - , ~l o gsna.rlu COUNTY OF DEATH CRY, BORO. TWP OF DEATH FACILITY NAME (11 n« ~nsrn,npn, gwe vl eel end numDen YMS DECEDENT OF HISPANIC ORIGIN? gACE ~ Amerw:an Indian, &ack, Whke. etc. No~ Y6a t] b yea. awcM Cuban, ISPecMI • Cumberland Camp Hill Manor Care Nursing, Camp Hil seakan.Puertpglcan,ad h W ite ,9. DECEDENT'S USUAL OCCUPQION KINDOF BU$INESS/INDUSTRV WAS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS-Marrwd SURVIVING SPOUSE (Give ku,d d w n k d O U S ARMED F C w o «Irtg most e . . Og ES? S , wN N 9, ode cum IN Newr MarrwO. Widpwed. III rode ~~'• mavlen name) of wwkklq ab: do not use reUIM) Yea ^ No ® EkmenlaryfSecontlary Cokega Divorced (Speedy) rou, U k ,,a«5.. - ,,•. „6. NaV De of ,: Widow ,.. . „. ,~. DECEDENT'S MAILING ADDRESS (Street. CdylTOwn.$ws.Z4 Coael ~ S ACTUAL ,7a. Slats P E 7111 S ~l ~ V [3 7] l a Did 17c. U Yae, decWmlivedin SIDENCE IrrP 1700 Market St ~•~ . (sae utstruco«rs w. m a on «ner sldel townsn ? No, aecedem Mad ,,. amp Hi , Pa „b c n Cumberland ~ „ Camp Hill ® Oe ry _ d- wAhinawuallmd,pl _ ~~„~ FATHER'S NAME (Post. Mb«e. Last) MOTHER'S NAME rFnst. Middle. Mellen Surname) ,. Albert Reich , „- Lena Goe art ' _ INFORMANT S NAME (TypeaPrint) INFORMANT'S MAILING ADDRESS IStrxel, Cdyrtown. $Wte. Zip Code) 2a. Jan Kulonda 20b.419 Carol St New m rl METHOD OF DISPOSIT.IO~N6 DATE l)F DISPOSITION PLACE OF DISPOSITION ~ Name of Cemetery, Crematory LOC/PION ~ Ciry/TOwn, Stale. Zlp Coo 8unav-A Crematka, ^ Removal ham State ^ (MOnlh, DaV marl w Omar Place OwtaDpn^ attru,Specdyt ^ Nov 5, 2002 Marysville 2u Pa P 170 2,e . , err Hei hts Cem " 2,d ' SKiNATU FU RAL SE VICE LIC NSEE RSON ACTING AS SUCH LICENSE NUMBER . NAME AND ADDRESS OF FACILITY • ~~ ~--~ _ 2:6. FeD.011897-L 22~Sullivan F H Canlptete it 27ac only wMn um b Ule OeN of my kmwledge, dea61 occwred al the tune, date and place waled. LICENSE NUMBER DATE SIGN D pnys¢un avaiuba at bme of deals to (SgruNUre aM 11oe) ~ IMOnIn. DaY marl • candy aam_ Q / y - ~ ~ ~. ( i/I • ..~ . ..Q - -~~- - .~ ~-L 2> ~i/zv~ z 276 ~ . . <. kerns 2426 muss M competed by ,ME OF DEATH DATE PRONOUNCED DEAD (MOntn. Day. Year) NaL3 CASE REFERRED TO MEDICAL EXAMINER/CORONER? • person wlk) prorauncea death. y _, ~ / i1 ^ Z _ ~ Yes tp Q 27. PART I: Enter IM diseases, injuries w compllcatnna wnich ausea Ina OaaN. Do not enter IM nwxN al dying, such as carWac « respnatory arrest, snuck or seen ladure I Approaimale PART 11: Other significant Lon7lkorta cdnblDW irg to death, but Lill Dory one cause On seU krN. ~ ultenal between nw resuairt in tM urtderl tn iv PRAT g y g pose g en m I. I onset and deem IYYEOIATE CAUSE (foot ~ ~t/` ^ / ,Y ~ /~~ ~ ~ ~ I resWang In deem)-- a. DUE 10IUR A CONSEQUENCE OF): - swuarawwy kat conaekme b ~ ~" ~ ~ ~ '~ c> >lG` J G v ~ C- I~ ~ C . ( ~ '~ ,/- i i/ arty, leading to unmedisu DUE TO (Oq AS A CONSEQUENCE UF): 1 reuse. Ems UNDEALYINO • ; CAUSE (Olseasew Y,yay <. __ • ~ DUE TO (OR A$ A CONSEQUENCE OFJ: ~T I 0. __ WAS AN AUTOPSY PERFORMED? WERE AUTOPSY FINDINGS AVAILABLE PRIOR TO MANNER OF DEATH DATE Of INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. COMPLETION OF CAUSE OF DEATM7 Natural ~ Homicide ^ (MOnm. Day, Year) Yea ^ No ^ Accldem Pendug tnvestlgatpn ^ [`C~~jJ YN ^ No Vea ^ No ^ Suu:iae ^ DOUId nd M determllred ^ ]M. __ 706. _ M. 76t. pIACE OF INJURY ~ At soma term sveet laclory office LOCATION IS Sl t / I 3M. 29b. 29. . , . , ,N a e) Duudmq, etc. ISpecdv) 30e. 70,. CERTIFIER ICnnck onlyprel CERTIFYING PNYSICIAN tPnyslcan cerWymg rouse «aeam woes anaher h s can ha on b d SIGNATURE LE OF CER p , ouncl v s « ean asp completed Item 231 ~ To site Wsl of my knowNdge, deem occurred dw b Ne cause(s) and manner as stated ..................................................... ~-- 716. 'PRONOUNCING AND CERTIFYING PHYSICIAN Pn I yx:wn Mdn prpnouriwn~UeaR,antic«,lily,nq to i.ause ollMalnl To the Dot of my krrowledge, Death occurred al db Ihna, Gate, arW place, and due to me cause(s) and manner as staled ............. __ ~ LICENSE NUM ER DATE SIGNED IM«,m. Day. Yearl -~ ~1 •7 l lC. rn ~ ~, NAME AND ADDRESS OF R$ON WHO COMPLETED CAUSE OF DEATH •YEDN:AL EXAMINER/CORONER Item 2!) T ( YPe or p°nl ~ '~ ~ ~- /iJ f ~ Ll /w On the 6aaia of examination and/or investigatipn, in my opinion, death occurred at the time, date, and place, antl due to the cause(s) and ~ ~7CSJ ~ / C_~•~1 !c7 / ^ manner as alatlad ............................................................................... ......... .. ..... ... . 7ta. ' 72. /) !~' 7 ~ Cf ~ ~ / , REGISTpppaaappp $SlGNATURE AND NUM R 7~ / /Y DATE FILED(MOntn. Oay. Yeas ~~', / ' / / ~~ 77. ~ ~_ _ _ 7 . / Y ca~il~i ~ LAST WILL o2i-oa.- 1038 I, CHRISTINE BROWNHILL, of Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior Wills and Codicils. FIRST: I direct that the expenses of my last illness and funeral be paid out of my estate as soon after my death as is convenient and expeditious in the judgment of my Co-Executors hereinafter named. SECOND: I bequeath such of my tangible personal property as is set forth in a saparat~~ siyneu«emcrardu::, which I shall place with my will, to the persons therein designated. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate as follows: a.) One-eighth (1/8) to my niece, Christine Reich. b.) One-eighth (1/8) to my niece, Margaret Reich. c.) One-eighth (1/8) to my nephew and spouse, Albert Reich and Marylou Reich, or their then-living issue. d.) One-eighth (1/8) to my brother-in-law, Donald Brownhill. f.) One-eighth (1/8) to my niece, Jan 1~olonda, or her then-living issue. ~ ~~, e.) One-eighth (1/8) to my sister, Caroline Haley, or her then-living issue. _._ g.) One-eighth (1/8) to my sister-in-law, Gertrude Reich, oR her then-living issue. h.) One-eighth (1/8) to my niece, Meryl Rackley, or her then-living issue. Should any of the aforesaid legatees predecease me without issue to survive them, then and in that event, the share of any such deceased legatee shall be distributed equally between the remaining legatees. FOURTH: All estate, inheritance and other death taxes, R.SCOiTCaAMER together with any interest and penalties payable with respect Attorney at Law s s. Market st. to property or interests therein subject to taxation by reason P. O. Drawer ~sv of my death and whether passing under my will or any codicil Duncannon, PA 17020 COMMONWEALTH OF PENNSYLVANIA) )SS COUNTY OF PERRY ) I, CHRISTINE HROWNHILL, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act or the purposes therein expressed. SWORN or affirmed to and acknowledged before me by CHRISTINE BROWNHILL, testatrix, this 1/~'' day of August, 1998 . NG~TARIAI SERI RUTH EIPANOR GUNTRUM, Nalary Pubic OVnoanran 6oro, PMry County, PA My Commi~aion Enpira Nby 18, 2001 R. SCOTT CRAMER Attorney at Law 5 S. Market St. P. O. Drawer 159 Duncannon,PA 17020 COMMONWEALTH OF PENNSYLVANIA) COUNTY OF PERRY ) r _ -. w ~ ~ We ~--=~C'C,~~ ~]171E~d~ and ' ~ ~ ~ ~ ~ ,~ ~' ~ , the witnesses whose names are signed to the attached r foregoing instrument, being duly qualified according to law, do depose and say that we were present ara saw testatrix sign and execute the instrument as her Last Will; that Christine Brownhill signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. / / T} ~ ~ ~ i SWORN or affirmesi,to andisubscribed to before me b ~ 5-C'c_ ~ ~rz~/h~~2 and ,4'. ,~ °-~ , witnesses, this //t'~ day of Au ust, 1998. .. -j, --~--_ NaTARtAI sEAt . R11I11 EI.c:ANt}12 C;UMRUM, Notary Public Durxannon 4aro, Parry CovMy, PA My Comrrwx~ion Expires May 18, 2001 R. SCOTT CRAMER Attorney at Law 5 5. Market St. P. O. Drawer 159 Duncannon,PA 17020 thereto, or otherwise including jointly held and other non- testamentary property shall be paid out of the principal of my residuary estate without apportionment. FIFTH: I nominate, constitute and appoint my niece, Jan Kolunda and my attorney, R. Scott Cramer, Co-Executors, of this my Last Will. I further direct that they shall not be required to post any bond to secure the faithful performance of their duties in the Commonwealth of Pennsylvania or in any other jurisdiction. It is my desire that the fee paid to Jan Kolunda for her services as Co-Executor be limited to a maximum of $1,500.00, not because of any lack of affection or lack of confidence in her abilities but, rather, because I have included her as one of my residuary legatees. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will~,dahlof Aunustts1998two (2) sheets of paper, dated this ~® y g //``~Gc~77~~!tkJ ( SEAL) Christine Brownhill The writing contained on this and the one preceding page was signed and sealed by Christine Brownhill, and by her published and declared as her Last Will, in the presence of us, who have hereunto subscribed our names as witnesses at her request, in her presence, and in the presence of each other. k ///~ j / 1 F y- ~., i q R. SCOTT CRAMER Attorney at Law 5 S. Market St. P. O. Drawer 159 Duncannon, PA 1702C Register of Wills of CUMBERLAND County, Pennsylvania RENUNCIATION Estate of Christine Brownhill also known as Deceased No. ~/- Oa-- /03 8 The undersigned, _Co~~xtcutor_ for 9€x (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Jan KQ1Vnda a/k/a Jan Kt7londa WITNESS mY hand this 20 th day of N ~ i!~~ X2002 j2. 5~~~ f Cra.,, CSignatu?gr ~, ~~ew,~,, /S9' ,/wnc~-~.~.~, ~q ~7~~ c7 (Ad ress) (Signature) (Address) (Signature) Sworn to or affirmed and subscribed before me this 20th _day of November ~ 1~x2np,2_ Notary Public My Commission Expires: (Signature and seal of Notary or other offldal qualified to adminfs6ar oadts. Show date of expiration of Notary's commission.' (Address) NOTE: Renunciations executed outside the Office of Register of Wills In some counties are required to be notarized. Form >YRW-1 Prepared by the Pennsylvania f3ar Assodat3on 1991 ~~ CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Christine Brownhill Date of Death: 10-31-02 Will No . ,~.U(7~ - ~ ~ O ~ ~ 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 if the above-captioned estate on NAME ADDRESS 1. Christine Reich 10726 W. 13th Ave. Lakewood, Colorado 80215 2. Margaret Reich Box 163 Gardiner, Montana 59030 3. Albert & Marylou Reich 1040 Clovernook Ave. Bensalem, PA 19020 4. Donald Brownhill 149 Wood Dale Dr. Balston Lake, NY 12019 5. Caroline Haley 873 Queen St. Pottstown, PA 19464 6. Jan Kulonda 419 Carol St. New Cumberland, PA 17070 7. Gertrude Reich 7710 Frontanac St. Philadelphia, PA 19111 8. Meryl Rackley 265 Larchlea Birmingham, Michigan 48009 Notice has now been given to all persons Rule 5.6(a) except Date: J l~ G'3 Signature Name: Address: Phone: Capacity entitled thereto under R. Scott Cramer P.O. BOX 159 Duncannon, PA 17020 717 834-5700 Personal Representative // Counsel for Personal Representative Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of CHRISTINE BROWNHILL No. 2002-01038 Pa No. 21-02-1038 DOD 10/31/02 S.S. 204-03-7585 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Jan Kulonda a/k/a Jan Kolonda Name of Attorney: Signature: I.D. No.: ~2 ~'/ a Signature: P. O. Drawer 159 419 Carol Street Address: Duncannon, PA 17020 Address: New Cumberland, PA Telephone : `~ ~`~'rY3`1 ~ J 7 ~ G Telephone Dated: Description value 1. American Express Financial Advisors Inc. Suite 200 342 North Front Street Wormleysburg, PA 17043 ~~ t , R. Scott Cramer a.) Mutual Funds acct. number 01132863426 3 002 3376.310 shs. @ 1.000 3,377.09 acct. number 02152863426 0 002 14764.035 shs. @ 4.430 65,957.92 b.) Annuities acct. 93002422596 1 004 59,592.54 acct. 93002535296 2 004 9,217.66 acct. 93002706791 5 004 8,794.38 R. SCOTT CRAMER ATTORNEY AT LAW 5 5. MARKET ST., P.O. DRAWER 159 DUNCANNON, PENNSYLVANIA 17020 (717)834-5700 FAX NO. (717) 834-9012 January 21, 2003 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 RE: Estate of Christine Brownhill No. 2002-01038 Dear Sir/Madam: Please find enclosed herewith an original and one (1) copy of the Pennsylvania Inheritance Tax Return with regard to the above referenced estate. I have enclosed a check in the amount of $83,409.61 which represents the tax owing. I have also enclosed a check in the amount of $31.00 for the filing fees. Should you have any questions regarding same, please do not hesitate to contact my office. Ve truly yoursf, 'J /' / •/ R. Scott Cramer RSC/eng Enclosures cc: Jan Kulonda, Executrix COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002079 CRAMER R SCOTT ESQ P O BOX 159 DUNCANNON, PA 17020 fold ESTATE INFORMATION: ssN: 204-03-7585 FILE NUMBER: 2102-1038 DECEDENT NAME: BROWNHILL CHRISTINE DATE OF PAYMENT: 01 /23/2003 POSTMARK DATE: 00/00/0000 pOSTMARK UNCLE COUNTY: CUMBERLAND DATE OF DEATH: 1 0/31 /2000 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 583,409.61 R TOTAL AMOUNT PAID: REMARKS: R SCOTT CRAMER ESQ INITIALS: CW SEAL DONNA M. OTTO RECEIVED BY REV-1162 EX~11-961 583,409.61 DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV.1S1X1EK\I-lXlI I!! ,,~:! UPig !l!",-, U~.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ,~ .......,/'\ ....., i I-I ~.I {.;(. .... _-.> REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY 0. I- Z W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Brownhill, Christine DATE Of DEATH (MM.CO-YEAR) DATE OF 81RTH (MM.DD.YEAR) 10/31/02 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITiAl) N A FILE NUMBER 2002-01038 COUNTYCOOE YEAR ~lI~ER k;J 1. Original Return o 4. Umitod Estate ~ 8._t DIed T.sI8t.'.......,dlWj o 9. U\tgItIon PmceodI R_ D 2. Supplemental Return o 48. Future InleftSt Compromise ,.... 01......... t2.12.e2J 07. Oeced.nt M.lntalned. LIYIng Trust """"..,dTMl) o 10. Spoul8l Poverty Credit (MlaldMlhbltwlln 12-31"'''' ',1-15) SOCIAL SECURITY NUMBER 204 03 7585 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCiAl SECURITY NUMBER o 3.Remaindel'Retum(_aldldlpItor-'12-1~2} o 5. Federal Estal. Tax R.lum Required 1 8. Total Number of Sar. Oepoall Box.s o 11. Election 10 tax und.r Sec. 9113(A)(.....""01 , 0: I- Z w I U NAME R. Scott Cramer, Es uire ARM NAME "'_, COMPLETE MAILING ADDRESS P. O. Box 159 Duncannon, PA 17020 __)(.0_ 1'5) x.O_ (16) x .12 (17) 20,261.44 x .15 (18) 6'7,538.15 (19) 87,799.59 TELEPHONE NUM8ER 717-834-5700 z o ~ ;:) l- ii: c u w a:: 1. RlllIl Eatata (Sc:heduIe A) 2. Slod<a ond Bonds (Schedule 8) 3. C100eIy Held CorporatIon, Partnerahlp or Sofe.Proprletorshlp 4, Moflgagea & Notes Recelvabl. (Schedul. D) 5, Cash, Bank Deposita & Mlsceltaneous _ property (Schedule E) 8, JoII!1lY Owned Properly (Schedule F) o Separat. 8illlng Requested 7. Inlor.VNoa Transle!l & MlsooIleneous Non-Probalo Property IScheduIe G or L) 8. TolII_ Ala'" r- L.Inoa 1.7) 9, F_ Expenses & Admlnts1ra1lve Coats (Schedul. H) 10, Dobis of Decedent, Mortgage Llebllllles, & Liens (Schedule I) 11. TolIl DoductIona (1otaI Linea 9& 10) 12. Nil V.1ut 01 Eolllt. (Line 8 mlnua Uno 11) 13. Charitable.nd _tal Bequests/See 9113 TNSIs for wfllch an .Iection to tax has no! been made (Schedul. J) (I) (2) (3) (4) (5) 307,755.08 \ 33.728.83 (6) (7J 160,647.03 49,607.47 (9) (10) 2,269.32 14. NIlV.'1II Subjl<:t to To. (Line 12 minus Line 13) z o ~ ~ ;:) Q. ::& o u ~ SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15, _ of Uno 14 taxable at the spousel lax raIe, 0< lransm undo< Sec. 9116 (a)(1.2) 16, Amount of Uno 14 _ atHn'" raIe 17. Amount of Une 104 taxable 81 slbfklg rate 168,845.31 18. _ of Uno 14 taxable al coIa""l rat. 450,254.31 19. Tu DIll 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT , ,> ~,.B",S\lRE TO ,,-NS'iilER ALL ClUESJ:IP.~',O R, ..ERlI"'S'~I!"'illtRE;CHECK MATH ~~,'" '-""r .."," ,;'. OFFICIAL USE ONLY (8) 502,130.94 (11) (12) (13) 51,876.79 450,254.15 (14) 450,254.15 Decedent's Complete Address: Manor Care, 1700 Market Street CITY Camn Hill I STATE I ZIP D^ '00' , Tax Payments and Credits: 1. Tar Due (PIge IlN 19) 2. Crd ~.. A. $pouIII PcMIly CIIdlI B. PrIor ~1I_6 C. 0ls0cu1l (1) 87,799.59 4.389.98 TotaICIlldits(A+B+C) (2) 4.389.98 3. UII.."r"n.Il~"~ D.1nIInIl E Panaly Totallnl8r8stlPenaIly ( 0 + E ) 4. If IN 2" flNIlIt...lN 1 + IN 3, enter the dllI8I8nc:e. ThIs Is the OVERPAYMENT. Checlt box on p. llJn1 20 to Nquosll mund So r\.tle 1 + \.tie 3118'8*'" \.tie 2, enIIr the d1..../1CI. This. the TAX DUE (3) (4) (5) 83,409.61 A. EnlIr the InlIIl8It on the laX duI. (SA) B. EnlIr I1elollll 01 LN 5 + SA. ThIs. the BAl.ANCE DUE. (58) Make Check Payabfe to: REGISTER OF WILLS, AGENT 83.409.6'1 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. DId ~ lI1Ike I fnInII8r snd: Yes No a. IlIfaIn the usa or Income of the properly Ir8nsfel18d;.......................................................................................... 0 00 b. rlIlaln the rlght to daslgnste who shaH use the properly IrlInslel18d or Its Income: ............................................ 0 00 c. IlIfaIn a r8Y8I1Ilonary InI8I8st; or.......................................................................................................................... 0 JXJ d. r8C8lve the promise lor I1f8 01 either payments, banefits or carll? ...................................................................... 0 ~ 2. II death occurrlld siler December 12, 1982, did decadent transfer properly within ooe year 01 death wfthouIl8C8ivIng edequa18 conslder8l1on? .............................................................................................................. 0 !Xl 3. DId decedent own an 'n trust lor' or payable upon death bank account or security at his or her death? .............. 0 ~ 4. DId decedent own an Individual Retirllm8nt Account, annuity, or other non-probale properly which conlalns a banelIclary deslgnallon? ........................................................................................................................ 5(l 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. OF EPARER OTHE O<__"__{A~ E '--... ~ ,:.0, l- i.JNC ~ ct... I . ,~.~_~:.~~._.~~k.~,.~. ~.~~k ... ..~2=~~_. ...__........_.. ......_.n ..._.... For dales of death 00 or anar July 1. 1994 and bafore January 1, 1995, Ihe la' rale imposed on the nel value of transfers to orfor lha use o!the survMn9 spouse Is 3% 172 P.S. 59116 (a) (1.1) Q)]. For dales 01 deaIIl on or aIlIr January I, 1995, the lax r8l8 Imposed 00 the net value 01 transfers to or lor lha use 01 the IIlIVIvIng spouse Is 0% (72 P.S, 59118 (I) (1, I) (II)). The slatute does not exemot a lransfer to B survMng spouse flllm lax, and tha stalutory requirements for disclosurlI of assels and filing a ta, retum are still applicabla even " \he suMving spouse is the only baneficiary, For dales 01 dedi on or aIlIr July 1, 2000: The Ia~ I1Il8 ~ on the net value 01 transfers fi'om a daceased child Iwen~ years of age or younger al daath to or for the use 01 B nslural parllnt. an edoplivll parlin!, or I stepparent 01 the chiklls 0% (72 P.S. 59116(a)(1.2)]. The la, rate imposed on the net value oItransllllS to or lor lha use 01 the decedent's lineal baneficiaries is 4,5%, exceplas noted in 72 P.S. 59116(1.2) (72 P.S. 59116(aXl)J. The lax rate Imposed 00 the net value of transfers to or for lha use of lha decedent's siblings Is 12% (72 P.S. 59116(a)(1.3)], A sibling Is defined, under Section 9102, as an individual who has alleast ooe parent In common with lha decedent, whether by blood or adoption. DATE .P'lf~ SCHEDULE B STOCKS AND BONDS ESTATE OF Christine BrownhiII FILE NUMBER: 2002-01038 (All orooertv iointlv-o""ed with Right o[SurvivorshiD must be disclosed on Schedule F.) VALUE AT DAlE OF DEATH a.) Mutual Funds acc't. number 01132863426 3 002 3376.310 shs. @ 1.000 3,377.09 acc't. number 02152863426 0 002 14764.035 shs. @ 4.430 65,457.42 b.) SPS Advantage 00047251467 8 021 1.) Aim High Yield 2.) AXP High Yield Tax-Exempt 3.) AXP New Dimensions 4.) AXP Strategy Aggressive 5.) AXP Utilities 6.) Aim Global Utilities 7.) Franklin Small-Mid Cap Growth 8.) Invesco Utilities 9.) Oppenheimer Main St. Grwth&Inc 10.) Oppenheimer Muni Bond 11.) Putnam Utilities Growth & Inc. 9,486.93 65,223.96 2,957.39 1,501.96 27,206.62 18,832.69 9,598.41 10,386.36 20,999.31 54,840.48 17,886.46 TOTAL (Also enter on line 2. Recaoitulation) (If more space is needed. insert additional sheers of same size.) 307,755.08 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY EST ATE OF Christine Brownhill FILE NUMBER: 2002-01038 (All orooertv iointlv-owned with RilZht of Survivors hiD must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. SPS Advantage 00047251467 8 021 Cash 14,505.19 2. Allfirst P. O. Box 900 Millsboro, DE 19966 a.) Ck. Acc't. #0018230881 19,222.74 into accrued tc d.c.d. .90 19,223.64 TOTAL (Also enter on line 5. Rec3nitulation) (Ifmore space is needed, insert additional sheers of same size.) 11.728.81 SCHEDULE G TRANSFERS ESTATE OF Christine Brownhi11 FILE NUMBER 2002-01038 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM VALUE NUMBER DECEDENT'S TOTAL VALUE DECD. DOLLAR DESCRIPTION OF PROPERTY EXCLUSION OF ASSET % OF INT. INTEREST 1. Annuities a. ) acc't. 93002422596 1 004 NONE 59,592.54 b. ) ace't. 93002535296 2 004 NONE 9,217.66 c. ) acc't. 93002706791 5 004 NONE 8,794.38 d.) acc't. 93003950828 6 004 NONE 38,736.94 e. ) ace't. 93004283543 7 004 NONE 44,305.51 TOTAL (Also enter on line 7. Recaoitulation) (If more space is needed, insert additional sheers of same size.) $ 160,647.03 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS EST A 1E OF Christine Brownhill FILE NUMBER 2002-01038 Debts of decedent must be reported on Schedule I ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Funeral Home - John C. Sullivan Funeral Home Limo driver, clothing and newspaper 4,558.00 500.20 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 1,500.00 Name of Personal Representative (s) Jan Kulonda Social Security Number(s)/EIN Number of Personal Representative(s) Street Adm-e,,: 419 Carol Street City New Cumberland State PA Zip l70Il 2. ATTORNEY FEES R. Scott Cramer, Esquire 18,000.00 4. F AMIL Y EXEMPTION: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State PA Zip Relatiouship of Claimant to Decedent 4. PROBATE FEES -RegisterofWillsof Cumberland County 379.00 s. ESTATE NOTICE - CumberlandLawJoumel 75.00 The Sentinel 95.27 TOTAL (Also enter on line 9 Recaoitulation) (If more space is needed, insert additional sheers of same size.) SCHEDULE H Estate of Christine Brownhill No. 2002-01038 6. Checks and Balances 500.00 7. Federal Income taxes (Fiduciary return) 24,000.00 TOTAL (Also enter on line 9. Recanitulation) (If more space ;s needed, insert additional sheers of same size.) 49,607.47 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF Christine Brownhill File Number: 2002-01038 ITEM DESCRIPTION AMOUNT 1. Wayne Logue - accounting services 1,500.00 2. HeR Manor Care - nursing home 646.95 3. Neighbor Care - medications 112.52 4. HeR Manor Care - nursing home 9.85 TOTAL (Also enter on line 10. Recaoitulation) (lfmore space is needed. insert additional sheers of same size.) 2,269.32 SCHEDULE J BENEFICIARIES ESTA1E OF Christine Brownhill FILE NUMBER: 2002-01038 ITEM NUMBER OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT SHARE A Taxable Requests: Christine Reich 10726 W. 13th Ave. Lakewood, Colorado, 80215 niece 118 Margaret Reich Box 163 Gardiner, Montana, 59030 niece 118 Albert Reich and Marylou Reich 1040 Clovernook Avenue Bensalem, P A, 19020 nephew & spouse 118 Donald Brownhill 149 Wood Dale Drive Balston Lake, N.Y., 12019 brother-in-law 118 Caroline Haley 873 Queen Street Pottstown, P A, 19464-6024 sister 1/8 Jan Kulonda 419 Carol Street New Cumberland, P A, 17070 niece 1/8 Gertrude Reich 7710 Frontanac Street Philadelphia, PA, 19111-3551 sister-in-law 1/8 Meryl Rackley 265 Larchlea Birmingham, Michigan, 48009 niece 118 ITEM AMOUNT OR NUMBER OF ESTATE NAME AND ADDRESS OF BENEFICIARY SHARE B. Charitable and Governmental Bequests: 1. NONE U allflrst AlIfirst Financial Center N.A. PO. Box 900 Millsboro. DE 1996(1 December 12, 2002 R. Scott Cramer Attorney At Law 5 S. Market St. P.O. Box 159 Duncannon, PA 17020 RE: Estate of Christine Brownhill Date of Death: October 31.2002 Social Security Number: 204-03-7585 Dear Ms. Guntrum: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Checking Account Account Number....................... 0018230881 Ownership (Names of).............. Christine Brownhill Opening Date...........................08/28/64 (account now closed) Year to Date Interest.................$32.68 Balance on Date ofDeath..........$19,222.74 Accrued Interest $ 0.90 Total...................................... .$19,223.64 2. Account Type........................... Safe Deposit Box Account Number....................... 1000469100017833 Ownership (Names of).............. Christine Brownhill Opening Date...........................l1/13/98 . Page 2 December 12, 2002 'This letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 344 South lOth Street Lemoyne, PA 17043 Phone: (717) 737-3322 Sincerely, Ch~T (302) 934-2722 ~Dan Solarz 11/26/2002 03: 55 PM .1 lJtl<....r IIIl ... ~<~~;:':'HUi~,,<"""""~~<;::;"-~~__k To: Wayne A Logue/FieldjWH/AEFA@AMEX cc: Subject: CHRISTINE BROWN HILL's account values as of 10/31/2002 WAYNE ALLEN LOGUE 342 NORTH FRONT ST SUITE 200 WORMLEYSBURG, PA 17043-1112 Dear WAYNE ALLEN LOGUE: Thank you for your recent inquiry regarding CHRISTINE BROWNHILL's accounts. These are the values of the accounts as of 10/31/2002. Mutual Funds Account Number 011328634263002 Total Value # of shares Asset Value Per Share $3,377.09 3376.310 1.000 $65,457.42 14764.035 4.430 " 021528634260002 , Annuities - Post 1985 Account Number \ 93002422596 1 004 93002706791 5004 Total Value $59,592.54 $9,217.66 $8,794.38 .93002535296 2 004 93003950828 6 004 $38,736.94 93004283543 7 004 $44,305.51 $0.00 ''l 93004415795 4 004 P/O \ ~ \ .... \ Life Insurance \ Account Number 90905305704 0 004 Total Value $100,000.00 SPS Advantage Account Number Total Value 000472514678021 $253,425.75 The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product( s) reflect the gross death benefit at date of death, not the cash value. We appreciate the opportunity to be of service to you. Please contact us if you have any questions. Sincerely, D S for Shamim Garvis Death Settlements Processing Team 70310 AXP Financial Center Minneapolis, MN 55474 888-723-8476 Enter 16946 Client Name: Date of Death: Christine Brownhlll 10/31/02 Account: Valuation Date: 47251467 10/31/02 Estimated Values l .... ,\~.~ R. SCOTT CfV.MER Attorney at Law 5 S. Market St. P. O. Drawer 159 Dl,Jncannon, PA 17020 .l~ ..... . "~~~.,.~.~".. "4.. LAST WILL I, CHRISTIHB BROWNHILL, of Cumberland County, Pennsylvania, declare this to be my Last will, hereby revoking all prior Wills and Codicils. FIRST: I direct that the expenses of my last illness and funeral be paid out of my estate as soon after my death as is convenient and expeditious in the judgment of my Co-Executors hereinafter named. SECOND: I bequeath such of my tangible personal property as is set forth in a separate signed memorandum, which I shall place with my will, to the persons therein designated. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate as follows: Reich. a.) One-eighth (1/8) to my niece, Christine Reich. b.) One-eighth (1/8) to my niece, Margaret c.) One-eighth (1/8) to my nephew and spouse, Albert Reich and Marylou ReiCh, or their then-living issue. d.) One-eighth (1/8) to my brother-in-law, Donald Brownhill. e.) One-eighth (1/8) to my sister, Caroline Haley, or her then-living issue. f.) One-eighth (1/8) to my niece, Jan Kolonda, or her then-living issue. g.) One-eighth (1/8) to my sister-in-law, Gertrude ReiCh, oR her then-living issue. h.) One-eighth (1/8) to my niece, Meryl Rackley, or her then-living issue. Should any of the aforesaid legatees predecease me without issue to survive them, then and in that event, the share of any such deceased legatee shall be distributed equally between the remaining legatees. FOURTH: All estate, inheritance and other death taxes, together with any interest and penalties payable with respect to property or interests therein subject to taxation by reason of my death and whether passing under my will or any codicil . _. R. SCOTT CMMEJ!. Attorney at Law 5 S. MaUt St. P. O. Drowtr 159 Ouncannon, PA 17020 t.', "'thereto, or otherwise including jointly held and other non- testamentary property shall be paid out of the principal of my residuary estate without apportionment. FIFTH: I nominate, constitute and appoint my niece, Jan Kolunda and my attorney, R. Scott Cramer, Co-Executors, of this my Last Will. I further direct that they shall not be required to post any bond to secure the faithful performance of their duties in the Commonwealth of Pennsylvania or in any other jurisdiction. It is my desire that the fee paid to Jan Kolunda for her services as Co-Executor be limited to a maximum of $1,500.00, not because of any lack of affection or lack of confidence in her abilities but, rather, because I have included her as one of my residuary legatees. '-,r IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will, which consists of two (2) sheets of paper, dated this l/f'I,day of August, 1998. c:.~~~ ~(SEAL) Christine Brownhill The writing contained on this and the one preceding page was signed and sealed by Christine Brownhill, and by her published and declared as her Last will, in the presence of us, who have hereunto subscribed our names as witnesses at her request, in her presence, and in the presence of each other. .,?~ t ~ ~ -1ll QC1Yrlp IlJ 1J L R. SCOTT CRAMa< At'tOrMy ot Law 5 S. Mar1c.et St. P.O._l~9 Dunc:CIfV'tOI'I. fA 17020 COMMONWEALTH OF PENNSYLVANIA) )SS COUNTY OF PERRY ) I, CKRIBTINB BROWHRILL, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and vOluntary act or the purposes therein expressed. C:~~~ ~~ I SWORN or affirmed to and acknowledged before me by CHRIBTINB BROWNHILL, testatrix, this IIf'1day of August, 1998. toIOTAllIAUEAI. IIU1H EIIANOlt ClUMIlU/Io\, -." P'ubllc Du_n........... ,.",.~, P... My ConuniIolon!op/No Moy II, 2001 R. soon CP-AMER Attorney at Law 5 S. Market St. P. O. Drawer 159 Dunc:annon, pA 17020 COMMONWEALTH OF PENNSYLVANIA) ) COUNTY OF PERRY ) We 1 ~()t:tJ}nlY\er and ) P~M" [Y) (i)\"Ylf\bJ:..lL the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Will; that Christine Brownhill signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. J?J4- ill O,,,nU 1J1 C(t,~ ~ f SWORN or affirm~~ to and subscribed to before me b :ti..s('()~ ('rn/h't'1( and ' , witnesses, this II 1998. 0-4-. ,/~~. " NOTARIAl. SEAl. RUTH ELEANOR CWHTRUM. _ry PvbIIc Duncan_ Ioto, P"'l' County, 'A Nt( ea.._ &pi.-May II, 2001 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Christi ne Brownhi 11 DateofDeath: October 31, 2000 Will No.: _ 21-02-1038 Admin. No.: --209..~029.2~ 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 [~ 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 Hie a final account with the Court? Yes_ No [~ 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 informal accounts may be filed with the Clerk of t)~rphans' Court and may be attached to this r~,~ Date: /D/~7/0¢ ~i~nature ::.,.-. R. Scott Cramer, ~quire Name ~-~ P. 0. Box 159, Duncannon,--g^ 17020 Address ~ .:.... 717-834-'3700 Telephone No. Capacity: 1--] Personal Representative [~ Counsel for personal representative ~~7- ion -~ BUJ: sAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 R SCOTT CRAMER ESQ PO BOX 159 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 08-11-2003 ESTATE OF BROWNHILL DATE OF DEATH 10-31-2002 FILE NO. 21 02-1038 COUNTY Cumberland - ACN 101 ' REV•1547 EX (12-87) PC CHRISTINE DUNCANNON PA 17020 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS a -- -- -- - - ---------- ------------------------------------------------------------------------------------------------------------------------- REV-1547 EX (08-97) PC NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BROWNHILL CHRISTINE FILE NO. 21 02-1038 ACN 101 DATE 08-11-2003 TAX RETURN WAS: (^) ACCEPTED AS FILED (®) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. CashlBank Deposits/ Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (1) 0.00 NOTE: To insure proper (2) 307,755.08 credit to your account, (3) 0.00 submit the upper portion (4) 0.00 of this form with your (5) 33.728.83 tax payment. (6) 0.00 (7) 160,647.03 (8) 502,130.94 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,607.47 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,269.32 11. Total Deductions (11) 27,876.79 12. Net Value of Tax Return (12) _ 474,254.15 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00 14. Net Value of Estate Subject to Tax (14) 474,254.15 NOTE: If an assessment was issued previously, lines 14, 15 and/or 18, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 taxable at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) 0.00 X .00 0.00 (16) 0.00 X .045 0.00 (17) 59,281.77 X .12 7,113.81 (18) 414,972.38 X .15 62,245.86 (19)__ 69,359.67 P DATE T I NUMBER I INTERESTO/PEN PAID (-) AMOUNT PAID 01-23-2003 CD002079 3,467.98 83,409.61 TOTAL TAX CREDIT 86,877.59 BALANCE OF TAX DUE 17,517.92 CR INTEREST 0.00 TOTAL DUE ~ 17,517.92 CR * IF PAID AFTSR DATE INDICATSD, 3SS RSVERSB (IF TOTAL DIIE IS LSSS THAN $1, NO PAYMSNT IS REQIIIRED. FOR CALCIILATION OF ADDITIONAL INTEREST. IF TOTAL DIIE IS RSFLECTSD AS A CRSDIT (CR), YOII MAY 88 DDE A RSFQND. SS8 REVERSE 32D8 OF THIS FORM FOR INSTRIICTIONS.) REV•1470 EX (8•ytl~ INHERITANCE TAX EXPLANATION COMMONWEALTFI OF PENNSYLVANIA OF CHANGES DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0801 FILE NUMBER )ECEDENTS NAME Christine Brownhill 2102-1058 ACN 101 tEVIEWED BY Deborah Washington ITEM EXPLANATION OF CHANGES SCHEDULE NO. H B-7 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania inheritance tax purposes. ~ One-eighth of the residue is taxable to the sister at the sibling rate of 12%. Seven- eighths is taxable at the collateral rate of 15%. Bequests to brothers-in-law and sisters- in-law did not change when the new tax rates were implemented. Row Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 R SCOTT CRAMER ESQ PO BOX 159 DUNCANNON PA 17020 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 E% AFP (01-037 DATE 09-08-2003 ESTATE OF BROWNHILL CHRISTINE DATE OF DEATH 10-31-2002 FILE NUMBER 21 02-1038 COUNTY CUMBERLAND ACN 101 Amount Remitted 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 form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) *~(~( INHERITANCE TAX STATEMENT OF ACCOUNT ~(~(~( ESTATE OF BROWNHILL CHRISTINE FILE N0. 21 02-1038 ACN 101 DATE 09-08-2003 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: 03-17-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 69,359.67 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 01-23-2003 CD002079 3,467.98 83,409.61 08-21-2003 REFUND .00 17,517.92- 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 S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 69,359.67 .00 .00 .00 ~~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-1G 07 EX RFP [01-037 ~°~{~, r DATE 02-17-2004 ~~-.-: ESTATE OF GRIMES FRANCES L DATE OF DEATH 12-04-2002 FILE NUMBER 21 02-1138 •OQ i'itlt~ -S P ~ :44 COUNTY CUMBERLAND ROBERT C SAIDIS ACN 101 SAIDIS ETAL Amount Remitted 2109 MARKET ST tom. d f . CAMP HILL PA 1~.A~t~hF. ; - _, 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 form 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 GRIMES FRANCES L FILE N0. 21 02-1138 ACN 101 DATE 02-17-2004 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: 01-23-2004 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 4,393.33 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 03-04-2003 CD002246 219.67 4,500.00 09-04-2003 CD002979 .00 108.42 01-28-2004 REFUND .00 156.88- ^ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 4,671.21 BALANCE OF TAX DUE 277.88CR INTEREST AND PEN. .00 TOTAL DUE 277.88CR ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Christine Brownhi 11 Date of Death: October 31, 2000 Will No.: 21-02-1038 Admin. No.: 2002-01038 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 ~ 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 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 informal accounts maybe filed with the Clerk oft rphans' Court and maybe attached to this re ~~~ Date: ~~ a?/o~ Si ature R. Scott Cramer, Esquire _ ~. Name -. ,~; P. 0. Box 159, Duncannon,-PA 17020 Address 717-834-5700 Telephone No. ;,_ . Capacity: ^ Personal Representative Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Christine Brownhill Date of Death: 10-31-02 Will No. 21-02-1038 Admin No. 2002-01038 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 if the above-captioned estate on December 1, 2002 NAME ADDRESS 1. Christine Reich 10726 W. 13th Ave. Lakewood, Colorado 80215 2. Margaret Reich Box 163 Gardiner, Montana 59030 3. Albert & Marylou Reich 1040 Clovernook Ave. Bensalem, PA 19020 4. Donald Brownhill 149 Wood Dale Dr. Balston Lake, NY 12019 5. Caroline Haley 873 Queen St. Pottstown, PA 19464 6. Jan Kulonda 419 Carol St. New Cumberland, PA 17070 7. Gertrude Reich 7710 Frontanac St. Philadelphia, PA 19111 8. Meryl Rackley 265 Larchlea Birmingham, Michigan 48009 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except / J/ , 1 Date . ~~ ~ . ' ~ j~ S i gna t u r e °~C - ,~-~--~r~'-~ -~---~- _. ; ~~ i Name: R. Scott Cramer Address: P.O. Box 159 Duncannon, PA 17020 Phone: 717 834-5700 Capacity Personal Representative X Counsel for Personal Representative