HomeMy WebLinkAbout01-1000
Estate of Donna L. Braught
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
0)\- Ot - 1000
No.
To:
Register of Wills for the
J Deceased. County of Cumberland in the
Social Security No. 161-34-1486 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 or
in the last will of the above decedent, dated
and codicil(s) dated
named
September 14 ,192001
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland .County, Pennsylvania with
her last family or principal residence at 721 North West Street" CarlIsle, Pennsylvama 17013
(list street, number and muncipality)
Decendent, then 59 years of age died October 19, ,192001
at Claremont Nursing & Rehabilitation Center, Carlisle, Cumberland County, Pennsylvama
Except as follows, decedent did not marry, was not 9ivorced 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
(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:
$ r~. 000 .00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
I (testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
t heron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ''-'
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COU NTY OF Cumberland
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 represen-
tattve(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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Sworn to or affirmed and subscribed
before me this ?OTH da. of
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~ MARY C LEHIS Register
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No. ?1 - 01 - 1000
Estate of DONNA L. BRAUGHT
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 31, 192001 , 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 September 14, 2001
described therein be admitted to probate and filed of record as the last will of
DONNA L. BRAUGHT
and Letters testamentary
are hereby granted to R. Michael Braught
FEES
v
MARY CLEWIS
41
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Probate, Letters, Etc. .........
Short Certificates( 1 ) . . . . . . . . . .
~:~~ng~aiion ................
JCP
$ 25.00
$ 3.00
$
'I ( .uu
$
f).00
TOTAL - $ 45.00
.... P.q9~.~~. J1.... ?P.Ql. .. ... .... .
James D. Flower, JI..
#27742
ATIORNEY (Sup. Ct. LD. No.)
26 West High Street, Carlisle, PA 17013
ADDRESS
Filed
717 -243-6222
PHONE
Letters put in attorneys file in Prothy. on 10-31-01.
IJ
This is to cemf\' that the infotmation here given is correctly copied from an original cerrificate of death duly filed wi rh me as
Local Regisrrar.' The original certifICate will be forwarded to the State Vital Records Office for pef'llanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fce for this certlftcare, $2.00
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Loca] Registrar
OCT 22 2001
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H105. ~"J Alt'I. 2'87
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
STATE J'llE ~UMeEA
SOCIAL SECuArT'Y' NUMBeR
INT
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NAME OF DECEDENT (For51'. MtQdle. ;..JSlI
SEX
2. F
,. Donna
L. Braught
UNOER 1 YEAR UNDER 1 OAY
Months 01,.. Hours Minul..
BIRTHPLACE :,Cotv ~4 PlACE C* OEAtH ICN!c\l. 0Ny tY>e -- 'iee ,nslrucl~ i')I"l Qf!>'e1 ~\
Slale or Fcre'lQtl Counlrvl HOSPITAL:
..........0
7. ....
FACILITY NAME (II nOllnsf'lIJIl()('i. ~If'..e sf'"' al"lCll'1UlTltlel'l
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AGE (Lasl BlI'ttIOay)
59
Yo>.
..
COUNTY OF OE.<J'H
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Cumberland
....
DECEDENT'S USUAL OCCUPR!ON
(~~:~"='':::':t:f
".. Sales Clerk ".~ssey I s Frozen
DeCEDENT'S MAlUNG AOOAeSS (Sl.fe<<. C4y~. StaM. l1pC~} OECEOEH'T'S
ACTUAL
RESIDENCE
....~
onOlhetSldeI
.. 161 34
.. 10/19/2001
MARITAL STATUS. Mam.d
N....... MalTied, W~.
On.orc.d (Specify)
"Never married
RACE .A~ IrtOi.n. Black Whit.. 1II1C
(Spec",,) ,
,.. White
SUFIVMNG SPOuSE
lll'....... ~maQer\~\
Old
.......
Ilw ir,.
Carlisle -' "..1&1 :;,.,-=::~.. Carlisle
MOTHER'S NAME (First Middle. Malde(l S&.wname)
It. Julia May Zug
INFORMANT'S MAIUNG AOORESS {Street. Cityfi)wn, Stalll, rip Code,
.....463 Pine Grove Rd., Gardners, PA 17324
PlACE OF OI5POSlTK>N. Name 01 Cemtl1ery, Crematory LOCATlON . CityITOwn. 5tal., Lip CocJt;
Of OthM' PIaee
....Ashland Cemetery 2,.Carlisle, PA 17013
HAME AND ADDRESS OF FACILITY
...EWing Brothers ?uneral Hane, Carlisle, PA 17013
LICENSE NUMBER DATE StGNEO
.-"f\ - L (MOnII>. Oov. -,
2'.. KYl -:_')()c> 11.01- 230. [J-tCj -dGe.. \
WAS CASE REFERRED TO MEDICAL EXAMINERlCOAONER? ~
... Yo. 0 .~
721 N. West Str.
Carlisle, PA 17013
17b, Coo
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FRliER'S N,A.ME tfir1l. MoOdIe, lasfl
It. Richard M.
tNFQRMANT'S NAME (T ypetPrint)
.... R. Michael Brau ht
METHOD OF OtSPOS1TI0N
BuneI [>> Cremalion 0 R~ from $ta'e 0
_0 01__'
12~'\
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..
.
E'67v4 v F4!L-'-1'1r:::-
DUE TO (OA AS A CONSEOUENCE Of "I'
c.;...rr:;:
ouelO({)R AS A CONSEQUENCE OF):
CAI
DUE rotOR ASA CONSEOUENCE OF):
WERE AUTOPSY FINDINGS MANNEA OF DEAfH
~BlE PRIOA 10
COMPLETION OF CAuSE Nefural t3' HomeicM D
OF OERH?
......nt 0 Pendil'l9lnvestlgallon D
Y.. 0 "" IKl ....... 0 eou.d not be dettrm,ned 0
DATe OF INJURV
(MOl1It\.Day.~)
....
""'....
, Awro.imafe
:inl...,.~n
I O'*'C and deem
I
:
PART II: OthtIr5iQnir\cant~eont~todeath,btJt
noc rMUftin9 in me UI'Idef'tying alUM o;v.n in PA.RT I
TIME OF INJURV
INJURV ,.;r WOAK? oeSCRI8E HOW INJURY OCCURRED,
Yoo 0 ",,0
...
PlACE OF INJURV . At home. farm, strHl.tactO('t, omc.
building. MC, ISpecIfy)
'00.
M. 3Oc.
2Ia. 21b.
CERTWIEA IC~eck oniy ONI
-ClATIFYING PHYSICIAN (Pl'IySIC"" ter\lylr'g cause d dHlh wtler" aMlher ptWSI(:,an has plOi'\Ol..lnced deaTh ana compllHed Item 23)
To "- bont 01 my kno.~. delth occut"Nd d.... ~ ~ cause{.}.nd ft\.~ .. .tat..s. . . . , , . , ,
.PRONOUNCING AND CEATI'VINQ PHYSICIAN (Ph'(SICaan boIh ;lIO/'lOt.lOC,"9 death.aCld ~dVInQ 1OC31JS8 at dea\t\\
To 1M befl of my kno.I~t;lfl, deatfl OCCUf'rH al the u.n., datlt,.nd place, .nd due 10 tN c:aUM:(a,and mannar.. "alltd
-MEDtCAL EXAMINER/COAONER
On the be.is of eurninlUon and/or InvetUg,tion, in my opinion. death occurred I' the time, d.te, and place. and due to the c.use(s) and
rnennet IS .t,fecl.. . . . . . . . . . , . . . . . . , . . . ' , . . , . . . . . . . . . . . . . . . . . . , . . . , , , . . . . , , , . . . ,
31..
REGISTRAR'S SIGNATURE AND
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DATE FILEO(MQrllt'l.Oay, Yean
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34.
LAST WILL AND TESTAMENT
OF
DONNA L. BRAUGHT
I, DONNA L. BRAUGHT, of the borough of Carlisle, 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 the payment of my just debts and the expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done. If there be
no cemetery lot available for my interment owned by me at the time of my death, I
authorize my personal representative to purchase such cemetery lot with a contract for
perpetual care, using therefor funds from my estate in such amount as he shall consider
necessary and desirable, and I authorize my personal representative to cause title to or
ownership of such lot so purchased to be vested in such person as my person81
representative shall designate.
Further, I authorize my personal representative to expend funds from my estate, in
such amount as my personal representative shall consider necessary and desirable for
the purchase, erection and inscription of a suitable marker for my grave.
SECOND
To my sister, Lois Elizabeth (Betsy) Lloyd, I give my two rings in my safe deposit
box at M& T Bank.
THIRD
I give, devise and bequeath all the rest, residue and remainder of my estate in
three equal shares to be distributed as follows: one-third (1/3) to my dear mother, Julia
Braught; one-third (1/3) to my sister Betsy Lloyd; and one-third (1/3) to my brother, R.
Michael Braught.
FOURTH
I direct that any and all inheritance, estate, and transfer taxes imposed upon my
estate passing under this Will or otherwise shall be paid out of the principal of my
residuary estate.
FIFTH
In addition to the powers conferred by law, I authorize any personal
representative acting under this instrument, in his or her absolute discretion:
(a) to retain in the form received, or to sell either at public or private sale
any real or personal property;
(b) to invest and reinvest in all forms of property without being confined to
legal investments and without regard to the principal of diversification.
2
(c) to exercise any options to subscribe for stocks, bonds or other
investments;
(d) to join in any plan of lease, mortgage, consolidation, exchange,
reorganization or foreclosure, of any corporation in which my estate or any trust
may hold stocks, bonds or other securities;
(e) to sell, transfer, convey, mortgage, pledge, lease or exchange any
property, real or personal, which at any time may form part of my estate, for the
payment of debts or taxes, or for any purpose of administration or distribution, for
such prices and upon such terms as my personal representative, in his sole
discretion, may deem wise, and to execute and deliver deeds of conveyance or
transfer thereof;
(f) to make settlements and compromises on such terms as my personal
representative in his sole discretion may deem wise without the necessity of
obtaining any court approval thereof;
(g) to make distribution hereunder either in cash or kind, as my personal
representative in his discretion may deem wise.
SIXTH
I do hereby nominate, constitute and appoint my brother, R. Michael Braught, to
act as Executor, of this my Last Will and Testament. Provided, however, that if he is
unwilling or unable to act as Executor, I direct the duties of Executor be performed by
my sister, L. Elizabeth Braught.
I direct that no personal representative, guardian, trustee or other fiduciary
3
appointed under this instrument shall be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, DONNA L. BRAUGHT, have hereunto set my hand
and seal to this my Last Will and Testament, consisting of four typewritten pages this 14th
day of September, 2001.
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DO iNlh. B~\.JGHT, Testatrix
Signed, sealed, published and declared by the above-named Testatrix, DONNA L.
BRAUGHT, as and for her Last Will and Testament in the presence of us, who have
hereunto subscribed our names at her request as witnesses thereto, in the presence of
said Testator and of each other.
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TNESS
ADDRESS
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ADDRESS
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COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
WE, DONNA L. BRAUGHT, the Testatrix, and witnesses, respectively, whose
names are signed to the foregoing or attached instrument, being first duly sworn, do
hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed willingly, and that she ex-
ecuted as her free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix signed the \'Vili as witnesses
and that to the best of their knowledge the Testatrix was at that time eighteen or more
years of age, of sound mind and under no constraint or undue influence.
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DNA L. BRA HT, Testatrix
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itness
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( Witness
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ON this the t~ day of ',- '. ! /bhl!:xV ,2001, before me,
the undersigned officer, personally appeared Thomas E. Flower, known to me (or
satisfactorily proven) to be a member of the Bar of the highest Court of said State of
Pennsylvania and certified that he was personally present when DONNA L. BRAUGHT,
whose name is subscribed to the within instrument, executed the same, and that SJic
person acknowledged that she executed the same for the purposes therein cont8:d(;rJ.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
tL.
Notarial Seal
Stacy L. Frick, NotI~ PYblil~
5 East Pennsboro '1'NP., CUmtloflAfld t:lOOfl~
My Commission E)(pll'l~ JAM, 1 ~, ~OM
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REV-''':EXI&DO) .. f\) .Lu.}1 _
W\Y COMMONWEALTH OF
PENNSYLVANIA
_ DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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FILE NUMBER
21 - 01
INHERITANCE TAX RETURN
RESIDENT DECEDENT
10 00 0
COUNTY CODE YEAR
NUMBER
DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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BRAUGHT, DONNA L..
DATE OF DEATH MM--DD--YEAR)
SOCIAL SECURITY NUMBER
161
34
- 1486
DATE OF BIRTH (MM-DD.YEAR)
October 19,2001 June 24, 1942
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
t8J 1. Original Return
o 4. Limited Estate
t8J 6. Decedent Died Testate (AII"h copy 01 Will)
o 9. Litigation Proceeds Received
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02. Supplemental Return
o 4a. Future Interest Compromise (dale 01 death after 12-12-82)
o 7. Decedent Maintained a Living Trust attach a copy olTrust)
o 10. Spousal Poverty Credit (dale o(death belween 12-31-91 and l-l-95)
o 3. Remainder Return (dale of death phor 10 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) attach Sch 00
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THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
NAME COMPLETE MAILING ADDRESS
James D. Flower, Jr..
FIRM NAME lif MPliwJej
Saldls, Shun, .t'lower & Lindsay
TELEPHONE NUMBER
717-243-6222 26 West Hi h Street, Carlisle, PA 17013
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
4_ Mortgages & Notes Receivable (Schedule D)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E)
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6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1)
11. Total Deductions (Iolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(1) $
(2)
(3)
(4)
(5) $ 2,743.55
(6)
(7)
(8) $ 2,743.55
(9) $ 1,740.27
(10) $ 186.00
(11) $ 1,926.27
(12) $ 817.28
(13) 0.00
(14) $ 817.28
13. Charitable and Governmental Bequests/See 91 13 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RA TES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1 .2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amounl of Line 14 taxable at collateral rate
19. Tax Due
x.O _ (15)
X.o 45 (16) $ 11.50
x .12 (17) $ 67.38
x ,15 (18)
(19) $ 78.78
$ 255.76
$ 561.50
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
200
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <: <:
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Decedent's Complete Address:
STREETADDRESS 721 North West Street
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) $ 78.78
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
TotallnterestlPenalty ( D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) $ 78.78
A. Enter the interest on the tax due,
(5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(513) $ 78.78
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 . Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; _ _ _ _ - _ _ - - - - - - - - - - - - - - - - - - - - - - - - - . 0
b. retain the right to designate who shall use the property transferred or its income; - - - - - - - - - - - - - - - - 0
c. retain a reversionary interest; or - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - B
d. receive the promise for life 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? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - _ - - - - - - - - - - - - - - - - l:J
3. Did decedent own an "in trust for"(jtayable upon death bank account or security at his or her death? _ U
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - _ - - - - - 0
No
181
181
~
181
181
181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
FILING RETURN
DATE
ADDRESS
463 Pine Grove Road, Gardners, P A 17324
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
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ADDRESS
26 West High Street, Carlisle, P A 17013
h
,2002
DATE
August
ox
,2002
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 to the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (I)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (Ii)].
The statute does not exempt 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 of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS. 99116(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 RS. 99116(1.2) [72 RS. 99116(a)(1 )J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(I.3)]. 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.
. .
REV.15D8 EX. (1.971 (11
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BRAUGHT, DONNA L.
FILE NUMBER
21-01-1000
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
t
VALUE AT DATE
DESCRIPTION OF DEATH
Checking Account No. 2670063292, M & T Bank. See attached letter $ 1,899.96
2.
Ladies 14K yellow gold and garnet ring. See attached appraisal from Mountz Jewelers 10.00
3.
Ladies 14K two toned diamond engagement ring. See attached appraisal from Mountz
Jewelers 40.00
4.
Mutual of Omaha, insurance refund 1.90
5.
Travelers Checks redeemed 100.00
6.
Prudential Financial, demutualization of 23 shares @ $28.44/share. See attached statement 654.12
7.
Claremont Nursing & Rehabilitation Center, refund of guest fund account 37.57
TOTAL (Also enteron line 5, Recapitulation) $ 2,743.55
(If more space is needed, insert additional sheets of the same size)
, .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
BRAUGHT, DONNA L.
FILE NUMBER
21-01-1000
ESTATE OF
Debts of decedent must be reported on Schedule 1,
ITEM
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home, Inc., funeral
251.44
Carlisle Memorial Service, headstone 610.00
B, ADMINISTRATIVE COSTS:
1. Personal Representative s Commissions
Name of Personal Representative (s) nla
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2, Altorney Fees ISaidis, Shuff, Flower & Lindsay I 500.00
3. Family Exemption: (if decedents address is not the same as claimant s, attach explanation)
Claimant nla
Street Address
City State Zip
Relationship of Claimant to Decedent
4, Probate Fees 45,00
5, Accountant s Fees
6, Tax Return Preparers Fees
Cumberland Law Journal, advertising Estate Notice 75,00
7, The Sentinel" advertising Estate Notice 93.83
Mountz Jewelers, jewelry appraisal 50.00
Allowance for closing costs 100.00
Register of Wills, filing Inheritance Tax Return 15,00
TOTAL (Also enter on line 9, Recapitulation) $ 1,740.27
(If more space is needed, insert additional sheets of the same size)
""'"w.,,,,,,, .
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
BRAUGHT, DONNA L.
FILE NUMBER
21-01-1000
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
$ 117.67
1.
Central Penn Medical Group, account
2.
Sprint, account
68.33
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
186.00
."""".".,,,,, '*
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
. .
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Julia Braught Mother 1/3 Residuary Estate
721 North West Street
Carlisle, P A 17013
R. Michael Braught Brother 1/3 Residuary Estate
463 Pine Grove Road
Gardners, P A 17324
Lois Elizabeth Lloyd Sister 1/3 Residuary Estate
1698 Walnut Bottom Road and 2 rings ($50.00)
Newville, P A 17241
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
I\. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. None
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. None
TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
BRAUGhT DONNA L
21-01-1000
(if more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
DONNA L. BRAUGHT
I, DONNA L. BRAUGHT, of the borough of Carlisle, 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 Iile.
FIRST
I direct the payment of my just debts and the expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done. If there be
no cemetery lot available for my interment owned by me at the time of my death, I
authorize my personal representative to purchase such cemetery lot with a contract for
perpetual care, using therefor funds from my estate in such amount as he shall consider
necessary and desirable, and I authorize my personal representative to cause title to or
ownership of such lot so purchased to be vested in such oerson as my person81
representative shall designate.
Further, I authorize my personal representative to expend funds from my estate, in
such amount as my personal representative shall consider necessary and desirable for
the purchase, erection and inscription of a suitable marker for my grave.
SECOND
To my sister, Lois Elizabeth (Betsy) Lloyd, I give my two rings in my safe deposit
box at M& T Bank.
THIRD
I give, devise and bequeath all the rest, residue and remainder of my estate in
three equal shares to be distributed as follows: one-third (1/3) to my dear mother, Julia
Braught; one-third (1/3) to my sister Betsy Lloyd; and one-third (1/3) to my brother, R.
Michael Braught.
FOURTH
I direct that any and all inheritance, estate, and transfer taxes imposed upon my
estate passing under this Will or otherwise shall be paid out of the principal of my
residuary estate.
FIFTH
In addition to the powers conferred by law, I authorize any personal
representative acting under this instrument, in his or her absolute discretion:
(a) to retain in the form received, or to sell either at public or private sale
any real or personal property;
(b) to invest and reinvest in all forms of property without being confined to
legal investments and without regard to the principal of diversification.
2
(c) to exercise any options to subscribe for stocks, bonds or other
investments;
(d) to join in any plan of lease, mortgage, consolidation, exchange,
reorganization or foreclosure, of any corporation in which my estate or any trust
may hold stocks, bonds or other securities;
(e) to sell, transfer, convey, mortgage, pledge, lease or exchange any
property, real or personal, which at any time may form part of my estate, for the
payment of debts or taxes, or for any purpose of administration or distribution, for
such prices and upon such terms as my personal representative, in his sole
discretion, may deem wise, and to execute and deliver deeds of conveyance or
transfer thereof;
(f) to make settlements and compromises on such terms as my personal
representative in his sole discretion may deem wise without the necessity of
obtaining any court approval thereof;
(g) to make distribution hereunder either in cash or kind, as my personal
representative in his discretion may deem wise.
SIXTH
I do hereby nominate, constitute and appoint my brother, R. Michael Braught, to
act as Executor, of this my Last Will and Testament. Provided, however, that if he is
unwilling or unable to act as Executor, I direct the duties of Executor be performed by
my sister, L. Elizabeth Braught.
I direct that no personal representative, guardian, trustee or other fiduciary
3
appointed under this instrument shall be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, DONNA L. BRAUGHT, have hereunto set my hand
and seal to this my Last Will and Testament, consisting of four typewritten pages this 14th
day of September, 2001.
O~1H:'~S ~
DO N' . BRAUGHT, Testatrix
Signed, sealed, published and declared by the above-named Testatrix, DONNA L.
BRAUGHT, as and for her Last Will and Testament in the presence of us, who have
hereunto subscribed our names at her request as witnesses thereto, in the presence of
said Testator and of each other.
(;?J.--k () IL 'fc
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ADDRESS ( ~~ ~iJLgOIfc, :>i'ud)
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COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
WE, DONNA L. BRAUGHT, the Testatrix, and witnesses, respectively, whose
names are signed to the foregoing or attached instrument, being first duly sworn, do
hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed willingly, and that she ex-
ecuted as her free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix signed the vViII as witnesses
and that to the best of their knowledge the Testatrix wa.s at that time eighteen or more
years of age, of sound mind and under no constraint or undue influence.
0C1u ~ ~c~
DONNA L. BRA HT, Testatrix
';itJ ~
itness /
~ /i.
// /r-/ZuL U-I?;ri;ZC(
(Witness ' ~
(
~-
'VVl ~'
ON this the l~ day of ~ . ~hlQfA..J ,2001, before me,
the undersigned officer, personally appeared Thomas E. Flower, known to me (or
satisfactorily proven) to be a member of the Bar of the highest Court of said State of
Pennsylvania and certified that he was personally present when DONNA L. BRAUGHT,
whose name is subscribed to the within instrument, executed the same, and thats~ic
person acknowledged that she executed the same for the purposes therein cont8;.led.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
tL.
Notarial Sut
Stacy L. Fl1ck, Notary Publio
5 East pennsboro 1\Yp" Cumo.rtAnd C@Yflly
My Commission Expll'OlI Jlfl, 1~, ~OM
~
UOV 1 3 2001
~ M&I"Bank
November 6,2001
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
DONNA L BRAUGHT
10/19/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$1899.96 $.00
CHK
2670063292
DONNA L BRAUGHT
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
A Safe Deposit Box titled in the Decedent's name existed at our HIGH STREET CARLISLE OFFICE. The Safe Deposit Box
Number is 0003421.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY &ttA ~:.-v-L~
Authorized Signature
DATE: (I - ~ 0)
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, P.O. Box 7&, Buffalo, NY 14240-0767
.r0Q\JN~~
Trust Your Special Moments To Mountz.
November 27,2001
Mr. R. Michael Braught
463 Pine Grove Road
Gardners, PA 17324
Dear Mr. Braught,
At your request I examined the jewelry you submitted for valuation and have provided an opinion of the
Fair Market Value.
This report is valid only in its entirety and the fmal figure excludes any applicable taxes. You may wish to
take this into consideration when using the report. The value conclusions are subject to limiting conditions
that are set forth in the body of the report. To the best of my knowledge and experience, I estimate the
jewelry has a total Fair Market Value of $50.00. .
Photographs are included with the original report for your reference. I suggest that you keep your copy of
this report in a safe place.
This report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice
(USPAP).
If I can be of any further assistance, please call.
,sinwe~L L
~s. R,usch G.G.
Graduate Gemologist, GIA
Enclosures
~~
.~
~C""G(" sCP
Page 1 of 7
153 North Hanover Street, Carlisle, PA 17013 . 717/243-4936 · FAX 717/243-8785
'~.
ROLEX
Table of Contents
Ii Letter of Transmittal
Ii Table of Contents
Ii Purpose
Ii Intended Use
Ii Definition of Fair Market Value
Ii Approach to Value
Ii Market
Ii Limiting Conditions
Ii Subscriptions Retained for Value Consulting
Ii Metal Markets
fi Certification
fi List of Laboratory Instruments
Ii Item Descriptions
This report is valid only in its entirety and for its stated purpose and intended use and was prepared in
accordance with the Uniform Standards of Professional Appraisal Practice (USPAP).
Statements and Limiting Conditions
Purpose
The purpose of this report is to describe and document the quality of the jewelry listed and to estimate it's
Fair Market Value.
Intended Use
The intended use of this report is for providing an estate appraisal listing the Fair Market Value for use in
the resolution of the Donna L. Braught estate.
Definition of Fair Market Value
The fair market value is the price at which the property would change hands between a willing buyer and
willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of
relevant facts. The fair market value of a particular item of property... is not to be determined by a forced
sale price. Nor is the fair market value of an item of property to be determined by the sale price of the item
in a market other than that in which such item is most commonly sold to the public, taking into account
location of the item wherever appropriate. Taken from Treasury Regulation 20.2031-1 (b)
Approach to Value
There are three traditional approacfles to value that are as follows:
Income approach: Applies to income producing properties and is used only if an income situation or rental
property can be identified.
Market Data approach: Compares the qualities of the subject item to an article with similar or identical
qualities, and researches and records current verifiable sales of such merchandise.
Cost approach: Establishes the total value of an item by considering the value of its component parts
(precious metal content, gemstone weights and qualities, labor, and any other fees) together with the
appropriate retail markup according to the norms of the jewelers in the locale, supply and demand, and the
current state of the marketplace.
Page 2 of 7
Fair Market Value is estimated using the market data approach. Neither the income approach nor the cost
approach apply in establishing Fair Market Value. However, the cost approach to value was used to check
on the reasonableness or market values found.
Market
To value an item a market (and market level) must be recognized. The most appropriate market for jewelry
can vary depending upon the article's age, condition, quality, intrinsic content, aesthetic appeal,
provenance, current fashion trends, artistic interpretation, period of manufacture among others.
The type of retail outlet that most commonly carries the items being appraised is considered to be the most
appropriate market. However, the auction market was also considered as another appropriate market in
establishing Fair market Value for this type of jewelry.
Limiting Conditions
The jewelry described within has been analyzed and graded in accordance with prescribed grading
standards using "state of the art" methods and precision laboratory equipment.
Jewelry constructed solely of, or in combination with, precious metals (i.e. platinum, palladium, yellow or
white gold and/or silver) is tested, analyzed and described for its type and content of such metal. Unless
otherwise stated, all gemstone weights, grades and measurements are approximate and stones have not been
removed from their mountings.
Diamonds are graded with the prescribed grading nomenclature of the Gemological Institute of America
(GIA) and the use of pre-graded permanent master diamond color comparison stones.
Colored stones are color graded with the use of the GIA Gem Set color grading system. Unless otherwise
stated, all colored stones listed on this appraisal report have probably been subjected to various treatments
to improve their appearance. Treatments are considered usual and customary practices when properly
disclosed and when done without intent to defraud the consumer. The treatments are mostly stable and do
not require special care. When a treatment is detected and considered unusual it will be so noted by this
appraiser. Some treatments are reversible and re-treatable. It may be beyond the scope of an appraisal to
determine exact treatment methods or the amount of treatment present. Some treatments require
sophisticated equipment not found in a standard gemological laboratory. Prevailing market values are
based on these universally practiced and accepted processes by the gems and jewelry trade.
Sources are assumed to be reliable and the appraiser does not assume responsibility for their information.
The appraiser assumes the ownership of the subject property is true as stated by the client.
The fees paid for this appraisal do not include the services of the appraiser for any other matter. In
particular, fees paid to date do not include any of the appraiser's time or services in connection with any
statement, testimony or other matters before an insurance company, its agents, employees or any court or
other body in connection with the property herein described.
If the appraiser is required to testify or to make any statements to a third party concerning the described
property and/or appraisal, the applicant shall pay the appraiser for all of such time and services so rendered.
This document is limited to its stated intended use and is invalid if all items listed in the Table of Contents
are not present.
Unless expressly stated, the items appraised are in good condition. Any serious deficiencies and repairs are
noted. Ordinary wear and tear is not noted.
The information in this report is confidential.
Page 3 of 7
This appraisal process does not discover liens, encumbrances, or fractional interests but, if known, they are
noted.
The limited owner of this appraisal is the party for whom the work was performed.
Possession of this report does not provide title to the items appraised.
Possession of this report, any portion of this report, or any copy thereof, does not include the right of
publication without the appraiser' s written consent.
Use of the information contained in the appraisal is invalid if all items listed in the Table of Contents are
not present.
Each item described in this report has been photographed and file copies of the photograph(s) as well as a
copy of the report are maintained in the appraiser's files for at least five years after the report date.
Third parties may rely on the information in this report for the defmed purpose and intended use only.
Third parties requiring further information than what is in the report must obtain the written permission of
the owner of the appraisal before the appraiser will discus the report.
No changes may be made to this report by anyone other than the appraiser. The appraiser carmot be
responsible for unauthorized alterations.
The professional relationship between the appraiser and the client ends with the delivery of this report.
Subscriptions Retained for Value Consulting
Drucker, Richard - The Guide. Northbrook, IL
Rapaport, Martin - Rapaport Diamond Report, New York, NY
Levine, Gail - Auction Market Monitor, Rego Park, NY
Metal Market
Gold
Silver
Platinum
11/27/2001
$273.30
$4.03
$469.00
List of Laboratory Instruments
Binocular microscope Leveridge gauge
Electronic scale Thermal conductivity diamond tester
Touchstone and acids Ultraviolet light unit
Fiber optic light Electronic metals tester
Spectrascope Proportionscope
Polariscope Dichroscope
GIA Gem Set color grading system Refractometer
Chelsea color filter Heavy liquids
Diamond light and graded master comparison diamonds
Page 4 of 7
Certification
I hereby certify that, to the best of my knowledge and belief:
The statements of fact contained in this report are true and correct.
The reponed analyses, opinions, and conclusions are limited only by the reported assumptions and limiting
conditions, and are my unbiased professional analysis, opinions, and conclusions.
I have no present or prospective interest in the property that is the subject of this report and I have no personal
interest or bias with respect to the parties involved.
My compensation is not contingent upon the development or reporting of a predetermined value or direction
in value that favors the cause of my client, the amount of the value estimate, the attainment of a stipulated
result, or the occurrence of a subsequent event.
I have made a personal inspection of the property that is the subject of this report.
No one provided significant professional assistance to the person signing this report.
My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity
with the Uniform Standards of Professional Appraisal Practice.
~~t
Amy . Rausch G.G.
Graduate Gemologist, GIA
11/27/2001
Page 5 of 7
Prepared For:
Mr. R. Michael Braught
463 Pine Grove Road
Gardners, PA 17324
Date: 11/2712001.
Item 1
Ring
One ladies 14k yellow gold and garnet ring. This ring contains (1) six prong set rhodolite garnet. This ring
is a size 8.
Rhodolite Garnet Attributes
Shape and cut:
Measurements:
Weight:
Item Attributes
Metal :
Finish:
Setting:
Condition:
Comments:
Round faceted
5.10 x 5.03 x 2.48 mm (approximate)
0.44 Cts. (estimated)
14K yellow gold
Polished
Six prong set
Good
Shank is very thin.
Total Approximate Retail Value Excluding Tax
$10.00
Page 60f7
. .
Item 2
Ring
One ladies 14k two-toned diamond engagement ring. This ring contains (1) old european cut diamond,
bead set on a white gold illusion like plate, on the top of a yellow gold carved designed ring. This ring is a
size 6 1/4.
Diamond Attributes
Shape and cut:
Measurements:
Weight:
Clarity:
Color:
Item Attributes
Metal:
Finish:
Setting:
Condition:
Old European
2.55 x 2.50 x 1.45 mm (approximate)
0.06 Cts. (estimated)
SI-1
1
14K yellow gold
Polished
Bead set
Good
Total Approximate Retail Value Excluding Tax
$40.00
Total Approximate Retail Value for All Items - Excluding Tax:
$50.00
Fifty dollars and no cents
Signature of Appraiser:
Page 7 of 7
../
t::..
.:...--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
DONNA L. BRAUGHT
Date of Death:
October 19, 2001
Estate No.:
21-01 - 1 000
To the Register:
I certify that notice of the beneficial interest estate administration required by Rule
5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries
of the above-captioned estate on November 7,2001.
Name
Address
Julia Braught
721 North West Street, Carlisle, PA 17013
Lois Elizabeth Lloyd
1698 Walnut Bottom Road, Newville, PA 17241
R. Michael Braught
463 Pine Grove Road, Gardners, PA 17324
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: November 7, 2001
~M.L <, tj)
. Signature
" '
I:, ~
~._.
(' J .., v:....,l
-
)SAIDIS, SHUFF, FLOWER & LINDSAY
Name James D. Flower, Jr.
Address 26 West High Street
Carlisle, PA 17013
Telephone (717) 243-6222
Capacity:
Personal Representative
~ Counsel for Personal Representative
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
FLOWER JAMES 0 JR ESQUIRE
26 WEST HIGH STREET
CARLISLE, PA 17013
dn_n_ fold
ESTATE INFORMATION: SSN: 161-34-1486
FILE NUMBER: 2101-1000
DECEDENT NAME: BRAUGHT DONNA L
DATE OF PAYMENT: 08/29/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/19/2001
NO. CD 001576
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $78.78
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$78.78
REMARKS: R MICHAEL BRAUGHT
C/O JAMES 0 FLOWER JR ESQUIRE
CHECK# 0099
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/?-IP- /
" BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES D FLOWER JR
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-07-2002
BRAUGHT
10-19-2001
21 01-1000
CUMBERLAND
101
*'
REV-l~47 EX AFP lDl-D21
DONNA
L
Amount Remitted
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 =i5'4j-Ex-AFP--foY=02Y-No"ficE--oF-YNHErfiTANcE-"fA'iC-APPRA-iSEHENT~--AL.i-oWAirCE-(fR------------- - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRAUGHT DONNA L FILE NO. 21 01-1000 ACN 101 DATE 10-07-2002
TAX RETURN WAS: (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 D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
2,743.55
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
1,740.27
186.00
(11)
ll2)
(13)
ll4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,743.55
1.926 27
817 . 28
.00
817.28
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (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
TAX CREDITS:
.00 X 00 =
255.76 X 045 =
561.50 X 12 =
.00 X 15 =
ll9)=
.00
11.50
67.38
.00
78.78
-~. . T+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-29-2002 CDOO1576 .00 78.78
TOTAL TAX CREDIT 78.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .53
TOTAL DUE .53
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A D~~II..n c::.~~ D~\I~Dc::.~ e::.Tn~ n~ n.lTe::. FnRM FnR TNe::.TRIICTTnNc::. _ 1
JRD/June jO, 1992/17858
NOV 0 5 2003
In Re: Estate of Donna L. Braught
Late of Carlisle Borough
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
21-2001-1000
Estate No 21-2001-1000
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative James D. Flower, Jr., Esquire
Date of Decedent's Death
10-19-2001
Date of Delinquency Notice: 09-09-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 09-09-2003, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Date: 11-03-2003
1-t7;~~ i 9;- 3tJ/J//I1~
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will automatically be cancel
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: 1) ()>\~ J.... ~
Date of Death: /O-/q-O!
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Will No.:
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Admin. No.:~ 1-(;;16-c'~
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No J)C
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: (; 0 7
3. lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:O--) ~ -e.> /~\I). ~if~
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Name
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Address
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Telephone No.
Capacity: 0 Personal Representative
[;}counsel for personal representative
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SENDER: COMPLETE THIS SECTION
. Complete items 1,2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mailpiece,
or on the front if space permits.
3. Sa . eType
Certified Mail 0 Express Mail
o Registered 0 Retum Receipt for Merchandise
o Insured Mail 0 C.O.D.
4. Restricted Delivery? (EXtra Fee) 0 Yes
2. Article Number
(Transferfromservicela 70012510000658620036
PS Form 3811, August 2001 Domestic Return Receipt
102595-02-M-1540
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2301 '10 . "1
YEAR: 2002
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O'.lB No. 1545.0715 FORM 1099-8
r-ro\;eeos r-rom-Brol<erand Barter Exchange Transactions
COt,jp~L,nlUt.t8ER :lb. GlISIP lID
'i44320 102
Prudential Financial. Inc.
01/25'02 65 'OJ.. 12 Prudential's Demutualization Proceeds
1", O,\lE l}f SALE. : 2 GR%S PRifJ:EDS FFOM SiOCfiS, He.: 3. 8i\RiEl<l/lG 4. FEDERAL INCOME TAX WITHHELD
!I1ECIPIEllrs nAl,IE. smEET ~DDRESS (IHCLUDIr1G ~PT. NO.), Clrl. %\1E, AI-ID ZlP CODE
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1429750 38-11247
DONNA L BRAUGHT
PO BOX 103
CARLISLE PA 17013
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ACCOUNT/I'JI,mER [OPllOtIAl.} :~wPI[tJr; IDElmflC\.lI.~!~HUMBER
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38-112-1-7 I 161-3-1--1-1-86
PAiER'S flM.iE. rE(lER~L1DErlllflCAllW (j1Jf.l6ER
Prudential FinanciaL Inc.
22-3703799
COPY 8 - For Recipient
KEEPFORYOURRECORO
REPORTEft BY
020003811247
EquiServ~ Trust Company, N',A.
1-800-2-1-3-1701
THIS IS !rJPORT:.m TrlX ImORI.l.\llOIl ~ND IS BElilG FURllISHtD TO lliE 1f1lEr.f1:'L RE'/EIIUE SERVICE. IF YOU ARE REQUIRED ro FILE;. REruRf!, A
I IIEGlIGEflCE PurALTY OR OlliER Si,lIcnOlll..IAY BE II,IPOSED 011 YOU If IliIS Iflcom IS T.I;(,\BlE MID IliE IR.S DETERMIIIES TI1ATlT HAS tlOTBEHI
i r,EPQR1EC1.
01125/02 Rdcrence \'umber: 38-11247 Retain for Your 2002 Tax Records
\Ve're pleased to inform you that Prudential has completed its conversion from a mutual company to a stock company. As part of our
conversion. we are issuing ca.oh pa~'ments to eligible O\Vners of the company. TIlis includes anyone who owned an digible policy or
annuity contract as of December 15.2000. Your check is below.
This does not affed your insurance policy or annuity in any way.
Your payment i" a bcndit of 1wlding an eligible policy or contract. It does not replace your policy or conU'act. or change your benefits.
<:::I.<h values. cligibility for policy dividends or guarantees. Yau do not have to give anything up to receive your payment.
lIow you r payment was dctcnnined.
Company actuaries and external advisors devdopeu a plan for dividing the value of Prudential among its owners. Factors such as the
type l..)f life. annuity or healtJl policy or contract you owneu. the face value. and how long you owned it determined your compensation.
Your payml:nt \\"as fir"t calculated as a number of .,tock "hares. TIlese shares \vere then converted to an equi\'alent value in cll"h.
Compensation for all of your policies eligible (or cash payment is included in thlS check. SEE BACK FOR y[ORE DETA[lS.
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Price pCI' share
(see back for more details)
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How many sl.lares you were entitled
to based on your policies or t'olJtr~lds
Your ("ash payment
bd'ol'c la.xcs
23.1)1)00
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S65..U2
Questions? Call 1-800-243-1iOl weekdays from 8:00 a.m. to 7:00 p.m. (ET).
(Telecommunications Device for the De;.tf. 1-800-619-2837.)
1429750
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2301 10
38-11247
CHECK DATE
Please Cash Within 180 Days 0 l/25/02
CHECK NUMBER 51..44
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Prudential C~ Financial
-
CHECK AMOUNT
PAY TO THE ORDER OF
DONNA L BRAUGHT
PO BOX 103
CARLISLE PA 17013
$65'+.12******"*
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_____w_________ .__. _ _ _____~___ .__..__..__________,.__~___._________ _______.________~_________._._____~_. __ ._____..__*_____~_____
5)' Securtty Features Indud&cl (DetaIlS on BaCk)
loP
Authorized Official
EquiServe. Inc.
ro FLEET BANK. HARTFORD. CT
II- DOl. L. 2 g 7 5 D II- I: 0 l. l. gOO L. L. 5 I:
b8D 2811-
JRD/June 30, 1992/17858
In Re: Estate of Donna L Braught ' ORPHANS' COURT DIVISION
Late of Carlisle Borough ' COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 21-01-1000 ' PENNSYLVANIA
NO. 21-01-1000
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Michael R Braught
Counsel for Personal Representative: James D Flower Jr
Date of Decedent's Death: 10/19/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' COurt his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Glenda Farner Strasbaugh
Clerk o£the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Con,room No. 3. If the Status Repo~ is filed prior to
the he~ing date, the hearing will automatically be c~celled. ~~~~
George~. ~er,~ ~' ~ '
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: ~ ,z)-~~ Z~
Date of Death: / Z9 '- t2 ~/~d9 ,J
Will No.: 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 [---] No [~
2. If the answer is No, state when the personal represen,~J} r,,e/~onably 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 [-'-1
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:/?-Z'tp_~O ~t
Name
=,d' A~dress
Telephone ~o.
Capacity: [--] Personal Representative
~,,ounsel for personal representative
.
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N f D d t Donna L. Braught
ame 0 ece en :
Date of Death: October 19, 2001
Estate No.: 21-01-1000
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:
I. State whether administration of the estate is complete:
Yes 11] No 0
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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
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 0. No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 05-09-05
~\()~' :-
Si nature C)
James D. Flower, Jr, Esquire
Name
26 West High Street
Carlisle, PA 17013
Address
717 -243-6222
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
rA