HomeMy WebLinkAbout04-1062
PETITION FOR GRANT OF LETTERS OF ADMINISTRA nON
Estate of 1?,~hC{rd :MrvbAh.
also kno wn as
No. ~1-OY-\()lQ~
To:
Register of Wills for the
County of ell m. b-r r/IIM in the
Commonwealth of Pennsylvania
D~ased.
Social Security No. ::101-/ f1-?~;J.f?
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl...s
for letters of administration
on the estate of
(d.b.n.: pendente lite; durante absentia; durante minoritate)
the ahove decedent.
Decendent was domiciled at death in (; V Yl'l f;, r I tJll1 d County, Pennsylvania, with
b't.: last family or principal residence at 'I'ltJ 7 :De Ihrook -PM. (Yf. c~"^/ {;.5 h 1/'1
(list !If,rttt, number and municipality) .
De'ft,dent, then 7 Jl years if ag~ died
at Iy 5o"r''/-' H,.,tn,f-A - eA",,.,
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Deccndcnt at death owned property with estimated values as folllows:
(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 . $ 97; 5'10
situated as follows: '/907 7>e/bf7).l:-1;;>~ t11l"c/'^I1/CSbol'7
Petitioner_ after a proper search ha..::i:- ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name
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THE~FORE, petitioner(s) .respectfully requcst(s) the grant of letters of -iilininistr~n in the;.
appropriate form to the undersIgned.' ~..
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OATH OF PERSONAL REPRESENTATIVE
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF (; (jmkr/tI "d
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The petitioner(s) above-named swear(s) or affinn(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge end belief of petitioner(s) and that as personal
repleseDtative(s) of the above decedent petitioner(s) will weD and
truly administer the estate according to law.
subscribed J ~Lt2/:Jr//L</L.b//}) -
day of ,,_ ]'
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No. !1. / - {)4-- / D lP d..
Estate of ii, r m rr:l [""' 'Pn 1 \ryl \~ 0 r
,Deceased
GRANT OF LEITERS OF ADMINISTAATION
AND NOW~". \ e. .~ in consideration of the petition on
the reverse side hereof, satisfaelory proof havina been presented before me,
IT IS DECREED that (' h... ry' B,...~ b"I:-..r
isfeFo entitled to Letters of Administration, and in a<:cord with such finc:liDjJ, Letters of Administration
are hereby granted to C. hI"" 1/ I 13 MJ bed::: t' r
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in the estate of ~ k' , i: hoArd? f2v-" bAle t',...
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Letters of Administration ..... 35 .
Short Certificates( ).......... S '
.enunciation ................ .
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ATTORNEY (Sup. Ct. 1.0. No.)
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RENUNCIATION
In Re Estate of RICHARD BRUBAKER, deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned, CYNTHIA SELF, daughter of the decedent, hereby renounces the
right to administer the estate and respectfully asks that Letters of Administration be
issued to CHERYL BRUBAKER as personal representative.
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WITNESS my hand this ~ day of November, 2004.
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Printed name
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This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing,
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WARNING: It is illegal to duplicate this copy by photostat or photograph.
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
SEX Male
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Cumberland ~ 11eLD ~~~\:::~
MOTHER'SNAMf(AI'Il,MIdI:II.MIidIn~arolyn Hummel
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OATEOF OISPOSI110N PLACEOFDlSPOSlTlON.Na/llIo/CIm4IWy.CfImIlDly LOCATION.Cilyrrown, SLlItI, ZipC0d8
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Sep 13, 2004 Z1c. Conolite Crematory 2id. Schaefferstown, Pa_ 17088
:.ENSE NUMBERFO_012662_l =EAN~;::~~n::~:~~te. Inc, 37 East Main Street Mechanicsburg, Pa 1705
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NAME OF DECEDENT(Fk"J1, Mi<llh,LUl)
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DATEFILED(MlIIlth,OIy.Vaerl
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
PICKFORD SUSAN K
3344 TRINDLE ROAD
CAMP HILL, PA 17011
RE: Estate of BRUBAKER RICHARD E
File Number: 2004-01062
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/28/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GL~~~:;r
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717)240-6345
Date: 02/01/2005
BRUBAKER CHERYL A
18 SOUTH 30TH ST
CAMP HILL, PA 17011
RE: Estate of BRUBAKER RICHARD E
File Number: 2004-01062
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/28/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLE~~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: RICHARD BRUBAKER
Date of Death: September 8, 2004
No. fAl-04 -IDLP~
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on February 13,2005:
Cynthia Self - 8 Stephen Street, Dillsburg, P A
Notice has now been given to all persons entitled thereto Under Rule 5.6(a).
Date:
02-//31o.r
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K. Pickfor sq.
Counsel for Personal R
3344 Trindle Road
Camp Hill, PA 17011
(717)612-1660
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG. PA 17128-0601
REV-1 162 EX(1 1-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BRUBAKER CHERYL A
18 SOUTH 30TH ST
CAMP HILL, PA 17011
____nn fold
ESTATE INFORMATION: SSN: 201-18-8628
FILE NUMBER: 2104-1062
DECEDENT NAME: BRUBAKER RICHARD E
DATE OF PAYMENT: 10/28/2005
POSTMARK DATE: 10/28/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/08/2004
NO. CD 005944
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,675.82
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TOTAL AMOUNT PAID:
REMARKS: C A BRUBAKER
CHECK# 105
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$6,675.82
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Register of Wills Cumberland
Inventory
County, Pennsylvania
Estate of Richard E. Brubaker
Also known as
No. 20-04-01062
Date of Death
Social Security No.
Personal representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory indude all of the personal assets
The personal assets wherever situate end 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. l!We verify that the
Statements made in this inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of
18 Pa. C. S. Section 4904 relating to unsworn falsification to auth
Attorney
I.D. No.:
Address
Telephone:
Description
1. 4907 Delbrook Road, Mechanicsburg, PA 17050
2. AmeriChoice Federal Credit Union Savings Accou
3. M & T Bank Checking Account No.: 9836495961 (Date C~
4. 1995 Chrysler New Yorker
5. Myers Funeral Home, Inc. (Prepaid)
6. Miscellaneous Personal Property
Value
Total from continuation page(s) $ 0.00
(Attach additional sheets if necessary) Total: $147,797.77
NOTE: The memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
$120,000.00
$12,770.33
$6,303.91
$2,400.00
$4,823.53
$1,500.00
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COMMONWEALTH OF
PENNSLYVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
REV-,5oo EX (6-00)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
COUNTY CODE
04
YEAR
NUMBER
DECEDENT'S NAME (LAST,
Brubaker, Richard E.
DATE OF DEATH (MM-DD-YEAR)
09/0812004
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1. Original Return
4. Limited Estate
2. Supplemental Return
4a. Future Interest Comprise (date 01 death after '2-'2-82)
3, Remainder Relum(OaIeol_l"alo12-'J.ll2)
5, Federal Estate Tax Return Required
6. Decedent Died Testate (Attach copy of Will)
7. Decedent Maintained a Living Trust (Attach a copy 01 Trust) 0 8, Total Number of Safe Deposit Boxes
10, Spousal Poverty Credit (date 01 death between '2-3'-9' and '-',95) D 11. Election to tax under Sec, 9113(A)
.. ... (A"ach Sch Q)
9, Litigation Proceeds Received
NAME
John J. McNally, III, Esquire
FIRM NAME (If Applicable)
Thomas, Thomas & Hafer, LLP
TELEPHONE NUMBER
(717) 237-7116
6, Jointly Owned Property (Schedule F)
~ Separate Billing Requested
7. Inter-Vivos Transfers & Misc, Non-Probate Property
(Schedule G or L)
$ 0.00
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5. Cash, Bank Deposits & Misc, Personal Property (Schedule E)
(1)
(2)
(3)
(4)
(5)
(6)
$120,000,00
$ 0,00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3, Closely Held Corporation, Partnership or Sole-Proprietorship
$ 0,00
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4. Mortgages & Notes Receivable (Schedule D)
$ 0,00
$27,797,77
(, ~)
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(7)
$5,000.00
(8)
$4,939,17
$2,337,95
(11)
(12)
(13)
(14)
$152.797.77
8. Total Gross Assets (total Lines 1-7)
10, Debts of Decedent, Mortgage Liabilities & Liens (Schedule I)
(9)
(10)
9, Funeral Expenses & Administrative Costs (Schedule H)
11, Total Deductions (total Lines 9 & 10)
$7,277.12
13, Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
$145,520.65
$ 0,00
12, Net Value of Estate (Line 8 minus Line 11)
$145,520,65
18. Amount of Line 14 taxable at collateral rate
x (15)
x .045 (16)
-'
x ,12 (17)
x .15 (18)
$ 0,00
$6,548.43
$ 0,00
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
$ 0,00
19. Tax Due
2o.D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
$6,548,43
Decedent's Complete Address
STREET ADDRESS
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
$6,548.43
Total Credits (A + B + C) (2)
$ 0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
4.
TotallnterestlPenalty (0 + E) (3)
If line 2 is areater than line 1 + line 3. enter the difference, This is the OVERPAYMENT
Check box on Page 1 Line 20 to request a refund (4)
$ 127.39
$ 0.00
5.
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
$6,675.82
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
$6,675.82
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a revisionary interest; or
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 on year of
3. ~~h~::e~i::; ;~~nq:;;::;~:~~ deaU, bank a<xnJnt or seaJnty at hLs or her deaU,? li....i.il
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? I X 'il c=J
IF THE ANSWERTO ANY OFTHE/IBOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE GAND ALE IT AS PART OF THE RETURN.
Yes
No
;
Ea
Under penalties of pe~ury. I dedare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct, and complete.
Declaration of preparer other than the personal representative is based on all the Information of which preparer has any knowledge.
DATE
DATE
AD ". '.......
John J. McNally, I ,Esquire, Thomas, Thomas & H
Street, P.O. Box 999, Harrisburg, PA 17108
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116
(a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax
return are still applicable even 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 P.S. 9116(a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S.
9116(a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings Ls 12% [72 P.S. 9116(a)(1.3)]. 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-1502EX + (1-97) (I)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard E. Brubaker
FILE NUMBER
21-04-1062
All real property owned solely or as a tenant in common must be reported at fair market value, Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts, Real property which is jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$120,000.00
REV,1508 EX + (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Richard E. Brubaker
FILE NUMBER
21-04-1062
Include the proceeds of I~igation 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
1.
2.
3.
4
VALUE AT DATE
OF DEATH
$
$2,400.00
$4,823.53
TOTAL Also enter on line 5, Reca
(If more space is needed, insert additional sheets of the same size)
$27,797.77
REV-1510 EX + (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Richard E. Brubaker
FILE NUMBER
21-04-1062
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER
ATTACH A COPY OF THE DEED FOR REAL ESTATE,
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
$5,000.00
TOTAL Also enter on line 7, Reca itulation
(If more space is needed, insert additional sheets of the same size)
$5,000.00
REV-1511 EX + (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
21-04-1062
Richard E. Brubaker
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
State
Zip
City
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees
Register of Wills of Cumberland County, Pennsylvania
Accountant's Fees
ship
AMOUNT
$2,500.00
$265.00
$60.00
$75.00
$126.50
$128.04
$1,006.33
TOTAL (Also enter on line 9, Recapitulation) $4,939.17
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
Richard E. Brubaker
FILE NUMBER
21-04-1062
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
2.
5.
6.
7,
8.
9.
AMOUNT
$35.00
$3.21
$876.00
$214.89
$76.18
$43.84
$329.72
$11.65
$18.06
12.
13.
14.
15.
16.
17.
.15
$40.95
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$2,337.95
REV-1513 EX + (9-00))
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AM:ll.NT OR
SHARE
OFESTATE
50%
50%
II.
ENTER DOLLAR AMOUNTS FOR DISlRIBUTlONS SHCM'N ABOVE ON LINES 15 THROUGH 18, ASAPPROPRJATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1,
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$ 0.00
01-03-2006
BRUBAKER
09-08-2004
21 04-1062
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
A.ount R_itted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
Riy:is4,-ix-AFP-ioi:osi-NOTici-OF-iNHiRiTANCi-TAX-APPRAisEMENT:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD E FILE NO. 21 04-1062 ACN 101
BUREAU OF INDIVIDUM.,~[{H~~'=~: (;'TCF
INHERITANCE TAX DIVISION .._,.-
PO BOX Z806Dl .
HARRISBURG PA 171z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENTI ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ZD%
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
-6
I: 09
(:IJT1<
C1FF;..:/ . (' ::~!..T~T
JOHN J ~~ALLV In ESQ
THOMAS ETAL
PO BOX 999
HBG
PA 17108
ESTATE OF BRUBAKER
'*'
REV-1547 EX AFP (06-05)
RICHARD
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 01-03-2006
If an assess.ent was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. ~t of Line 14 at Spousal rate (15)
16. Aaount of Line 14 taxable at Lineal/Class A rate (16)
17. Aaount of Line 14 at Sibling rete (17)
18. ~t of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cesh/Benk Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. TrBnsfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
un
(6)
(7)
1201000.00
.00
.00
.00
27.797.77
.00
51000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovennDBntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
41939.17
(9)
UO)
2.337.95
(1)
(2)
(3)
(4)
(Schedule .n
NOTE:
.00 X
1451520.65 X
.00 X
.00 X
AHOUNT PAID
61675.82
DATE
10-28-2005
NUttBER
CD005944
INTEREST/PEN PAID (-)
127.39-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
creeli t to your account I
submit the upper portion
of this for. with your
tax pay.."t.
1521797.77
7.?77 I?
1451520.65
.00
1451520.65
00 =
045 =
12 =
15 =
.00
61548.43
.00
.00
61548.43
(9)=
61548.43
.00
.00
.00
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) L,.....
THOMAS. THOMAS & HAFER, LLP
John 1. McNally, Esquire
Identification Number: 52661
305 N. Front Street
P.O. Box 999
Harrisburg, P A 17108
(717) 441-7069
jmcnally@tthlaw,com
Counsel for Cheryl A. Brubaker
Administratrix of the Estate of Richard E. Brubaker
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
FAMILY SETTLEMENT AGREEMENT
THIS AGREEMENT is made on the ---y'-th day of,--1t f7V ,2006, by and
between CHERYL A. BRUBAKER, individually and as Administratrix of the Estate of
RICHARD E. BRUBAKER, Deceased, and CYNTHIA K. SELF, as heirs of the said Estate
(hereinafter collectively referred to as the "heirs") under the laws of the Commonwealth of
Pennsylvania.
In accordance with their desire that the administration of the Estate of RICHARD E.
BRUBAKER be terminated without the expense and delay of a court accounting, the parties
hereto, in consideration of the mutual covenants herein expressed, and intending to be legally
bound thereby, agree that:
;--,
1. RICHARD E. BRUBAKER (the "Decedent"), who resided at 4907pelbrookC;1
Road, Mechanicsburg, Cumberland County, Pennsylvania, died intestate on September:8:, 2004.
1
,:.)
2.
On November 18,2004, CYNTHIA K. SELF, daughter of RICHARD E.'
BRUBAKER, Decedent, formally renounced her right to administer the estate and resp~ctfully.'-?
N
\.C}
424760,1
.;:;
-0
c~
TO.,
'\:~~
\-t
requested that Letters of Administration be issued to CHERYL A. BRUBAKER, daughter of
RICHARD E. BRUBAKER, deceased.
3. On November 18,2004, Letters of Administration were duly granted to CHERYL
A. BRUBAKER by the Register of Wills of Cumberland County at the above number and term.
4. Notice of Estate Administration was served on all the heirs and a Certification of
Notice was filed on February 13,2005 in the Office of the Register of Wills of Cumberland
County.
5. On October 28,2005, CHERYL A. BRUBAKER, as Administratrix ofthe Estate
of RICHARD E. BRUBAKER, deceased, filed a Pennsylvania Inheritance Tax Return, with an
inheritance tax owed, and subsequently paid for, by the estate in the amount of$6,675.82.
6. It is the desire of the parties to this Agreement that final distribution of this estate
be accomplished without a formal accounting to the Orphans' Court Division of the Court of
Common Pleas of Cumberland County, and be it further the desire of the parties to avoid the
expense, delay and publicity of a formal accounting.
7. CHERYL A. BRUBAKER, individually and as Administratrix of the Estate of
RICHARD E. BRUBAKER and CYNTHIA K. SELF are the parties hereto and are the sole heirs
of the Estate of RICHARD E. BRUBAKER, deceased, and accordingly, are the only persons
who could object to the distribution of the Estate of RICHARD E. BRUBAKER, deceased.
NOW, THEREFORE, WITNESSETH, the parties hereto, intending to be legally bound,
mutually agree as follows:
A. Represent and warrant that they have read and understand this Agreement and
confirm that the facts set forth above are true and correct, to the best of their
knowledge, information and belief.
424760,1
B. Declare that they have sufficient information to make an informed waiver of their
right to a formal accounting with the Court, and do hereby waive the filing and
auditing of the same.
C. Acknowledge that the distributive share or amount set forth on the Schedule shall
be in full satisfaction of their respective entitlements under the Intestate
Succession laws of the Commonwealth of Pennsylvania.
D. Release, remise, quitclaim and forever discharge the Administratrix, her heirs,
personal representatives, successors and assigns, from and against all claims that
they, as heirs of the Estate, and in connection with the Estate, had, now have or
may in the future have in connection with the Estate.
E. Agree to refund, on demand, all or any part of any aforesaid distribution, which
has been determined by the Administratrix, or by the Court, or by any court of
competent jurisdiction, to have been improperly made.
F. Agree to indemnify and hold harmless the Administratrix, her heirs, personal
representatives, successors and assigns, from and against any and all claims, loss,
liability or damage (whether or not related to the negligence of the
Administratrix) that may hereafter be asserted against the Estate or against the
Administratrix.
G. Agree to execute such other or additional documents as may be necessary to
effectuate the agreements set forth herein.
H. Acknowledge that this Agreement shall be governed by and construed in
accordance with the laws of the Commonwealth of Pennsylvania.
1. Consent to the Court exercising personal jurisdiction over them in any suit or
action arising out of the enforcement of this Agreement.
IN WITNESS WHEREOF, the parties hereto, intending to be legally bound, have placed
their hands and seals on the attached Consents to Family Settlement Agreement.
Respectfully Submitted,
ally,
I ntification No.: 52661
305 N. Front Street
P.O. Box 999
424760.1
Date:
424760,1
Harrisburg, P A 17108
(717) 237-7116
Attorney for Cheryl A. Brubaker
Administratrix of the Estate of
Richard E. Brubaker
r,,!C:lO{,
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
CONSENT TO FAMILY SETTLEMENT AGREEMENT AND
RECEIPT FOR DISTRIBUTION
I, CHERYL A. BRUBAKER, Individually and as Administratrix of the Estate of
RICHARD E. BRUBAKER, deceased, hereby acknowledge receipt of the tangible personal
property of the Decedent, and the distribution in the amount shown on the Proposed Schedule of
Distribution. I hereby consent to and join in the Family Settlement Agreement relating to the
Estate of RICHARD E. BRUBAKER, deceased, a copy of which, including exhibits, has been
provided to me.
~~~ATRIX
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
On this, the / I / day of riA Ct. t/B ' 2006, hefore me, the undersigned
officer, personally appeared CHERYL A. BR AKER, known to me (or satIsfactonlyproven)
to be the person whose name is subscribed to the within instrument, and acknowledged that she
executed the same in the capacities and for the purposes therein contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
0JtJ1fUJ.J;lriLfJ-
Notary Public
424760.1
: ,\k'!ann1 ;-:;':'di
U1 C' Gwen M. ClOCk. "b1arv Put!;;;
M ity Of rm~Sb! !/g. Da, uptlln Cuunty
Y CommlsSlOll Ey.pre<; Oc 27 "001:'
rtlf~rn~;;:~::~"~;;'~;;_\~~~~;;';;f'._:~"~' - .J
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
CONSENT TO FAMILY SETTLEMENT AGREEMENT AND
RECEIPT FOR DISTRIBUTION
I, CYNTHIA K. SELF, hereby acknowledge receipt of the tangible personal property of
the Decedent, and the distribution in the amount shown on the Proposed Schedule of
Distribution. I hereby consent to and join in the Family Settlement Agreement relating to the
Estate of RICHARD E. BRUBAKER, deceased, a copy of which, including exhibits, has been
provided to me.
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
On this, the ~ day of , 2006, before me, the undersigned
officer, personally appeared CYNTHI K. SELF, known to me (or satisfactorily proven) to be
the person whose name is subscribed t the within instrument, and acknowledged that she
executed the same in the capacities and for the purposes therein contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
Ow. Jl7l&L
Notary Public'/
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
ELAINE S.M. BECK, Notary Public
City of Harrisburg, Dauphin County
My Commission Expires Feb. 12, 2010
~-~------.........._~
424760,1
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
VERIFICATION
I, CHERYL A. BRUBAKER, hereby certify that the statements made in the foregoing
Family Settlement Agreement are true to the best of my knowledge, information and belief. I
understand that any false statements made herein are subject to penalties for perjury under 18
Pa.C.S. 9 4904.
~/~, c&YJ~
DAT r /
424760.1
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
RECEIPT. RELEASE. REFUNDING AND INDEMNIFICATION AGREEMENT
I, CYNTHIA K. SELF, heir to the Estate of RICHARD E. BRUBAKER, deceased,
hereby:
1. Acknowledge receipt of the sum of Sixty Thousand Seven Hundred Forty-Five
Dollars and Seventeen Cents ($60,745.17), as outlined in the Proposed Schedule of Distribution
attached hereto as Exhibit "B".
2. Releases CHERYL A. BRUBAKER, Administratrix of the Estate of RICHARD
E. BRUBAKER, and her heirs and personal representative, from all liabilities, whether due to the
Administratrix' negligence or otherwise, which she may have by reason of her administration of
the Estate;
3. Agrees to refund to the Administratrix any portion of the distribution to which she
is not properly entitled and, to the extent of said distribution, to indemnify the Administratrix for
claims made against her as Administratrix, and to reimburse to her all expenses and costs
incurred in connection with any such claims; and
4. Declares that this instrument will be legally binding upon her, her personal
representative, successors, and assigns.
W~TNESS WHEREOF, I have hereunto set my hand and seal this (/cf/1.......-/
,2006.
day
of
I EREBY CERTIFY that the statements made in the foregoing instrument are true to
the best of my knowledge, information and belief. I understand that any false statements made
herein are subject to penalties ofpetjury under 18 Pa.C.S. S 4904.
/1114Jr7! !d
~S
COMMONWf.ALrH Of PENNSYLVANIA
NOTARIAL SEAL
E~INE S.M. BECK, Notary Public
City of Harrisburg, Dauphin County
'Mv Commission Expires Feb. 12 2010
....-..._..~.,._- .-..--.--.... ........-- '
fbJ!J~CY~
C THIA K. SELF
424760. :
EXHIBIT A
--a.......-
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
INFORMAL. ACCOUNT
Date of Death: September 8,2004
Date of Appointment: November 18, 2004
RECEIPTS
Assets
907 Delbrook Road
echanicsburg, P A 17050
eriChoice Federal Credit Union
Savings Account No.: 16905
(Date Created: May 29, 1970)
& T Bank
Checking Account No.: 9836495961
(Date Created: January 7, 1983)
1995 Chrysler New Yorker
yers Funeral Home, Inc. (Pre aid)
iscellaneous Personal Property
BM Personal Pension Plan
0.: 00009982047
otal Value of Assets:
Value as of Date of Death
$120,000.0
$12,770.33
$6,303.91
$147797.7
424760,1
DISBURSEMENTS OF PRINCIPAL
EXDenses Amount of EXDenses
Unreimbursed Medical Expense (1112004) $35.00
Omega Medical Laboratories
Unreimbursed Medical Expense (11/2004) $3.21
Susquehanna Surgeons
Unreimbursed Medical Expense (11/2004) $876.0C
Pinnacle Health Hospitals
Unreimbursed Medical Expense (11/2004) $214.89
Holy Spirit Hospital
Unreimbursed Medical Expense (11/2004) $76.18
Harrisburg Gastroenterology
Unreimbursed Medical Expense (11/2004) $43.84
Moffitt Heart and Vascular Group
Unreimbursed Medical Expense (12/2004) $329.72
OSCI
Unreimbursed Medical Expense (12/2004) $11.65
Quantum Imaging and Therapeutic
Unreimbursed Medical Expense (1212004) $18.01
Lehigh Anesthesia Associates, P.C.
Unreimhursed Debt of Decedent (06/2005) $95.00
IBM Employee Services Center
Unreimbursed Medical Expense (0712005) $16.15
WSO Imaging Center, LP
Administrative Expense (11/2004) $127.0C
State Farm Insurance (Homeowner's Insurance)
Administrative Expense (05/2005) $127.00
State Farm Insurance (Homeowner's Insurance)
Administrative Expense (11/2005) $84.24
State Farm Insurance (Homeowner's Insurance)
Administrative Expense (03/2006) $84.24
State Farm Insurance (Homeowner's Insurance)
Administrative Expense (0112005) $559.71
IBM (Refund of Pension)
!Administrative Expense (01/2005) $255.80
State Farm Insurance (Automobile Insurance)
!Administrative Expense (0312005) $45.00
State Farm Insurance (Umbrella Insurance Policy)
!Administrative Expense (04/2005) $22.50
PennDOT (Car Title)
[Administrative Expense (0712005) $40.95
Callen-Kinback, Inc., Goodyear Tire Center
Utility Expense - Trash and Sewer (1212004) $126.50
Utility Expense - Trash and Sewer (0512005) $126.5C
Utility Expense - Trash and Sewer (0612005) $128.04
Utility Expense - Trash and Sewer (0912005) $126.86
424760,1
Utility Expense - Trash and Sewer (11/2005) $122.0
Utility Expense - Trash and Sewer (02/2006) $ 136.4C
Probate Fees (10/27/2004) $265.00
Cumberland County Register of Wills
Cumberland Valley School DistrictlHampden $254.28
Township Real Estate Tax (05/2005)
Marie Huber, Treasurer
Cumberland Valley School District/Hampden $1,006.33
Township Real Estate Tax (11/2005)
Marie Huber, Treasurer
Funeral Expense (11/27/2004) $395.0C
Myer's Funeral Home, Inc.
Tax Return Preparer's Fee (03/07/2005) $60.0C
Robert Shannon, CPA
Administrative Fee (03/19/05) $45.00
Payment of Final Tax Return
Administrative Fee (06/2005) $95.00
IBM Employee Services Center
(Insurance Payment for September 2004)
Attorneys Fees (07/2005) $2,500.00
Thomas, Thomas & Hafer, LLP
k\dvertising Fee (03/2005) $75.0C
Cumberland Law Journal
[Advertising Fee (08/2005) $256.8C
The Patriot-News
!Advance Payment to Heir (09/2005) $1,200.OC
Cynthia K. Self - Sale of Automobile
!Advance Payment to Heir (09/2005) $1,200.0C
Cheryl A. Brubaker - Sale of Automobile
rPennsylvania Inheritance Tax (10/28/05) $6,675.82
Register of Wills, Agent
Filing Fee - Pennsylvania Inheritance Tax (10/28/2005) $15.00
Cumberland County Register of Wills
Filing Fee - Inventory (10/28/05) $15.00
Cumberland County Register of Wills
Advance Payment to Heir (12/2005) $1,OOO.OC
Cynthia K. Self
Advance Payment to Heir (12/2005) $1,000.00
Cheryl A. Brubaker
Administrative Expense (05/2006) $620.00
Dishwasher repair for house
Administrative Expense (05/2006) $577.00
House Settlement
Filing Fee - Family Settlement Agreement (05/2006) $20.0C
Cumberland County Register of Wills
~otal Administration Exnenses: $21.107.62
424760.1
EXHIBIT B
-----
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ORPHAN'S COURT DIVISION
RICHARD E. BRUBAKER
NO. 2004-01062
Deceased
PROPOSED SCHEDULE OF DISTRIBUTION
Balance Available for Distribution
4907 De1brook Road, Mechanicsburg, P A 17050
AmeriChoice Federal Credit Union
Savings Account No.: 16905
M & T Bank
Checking Account No.: 9836495961
1995 Chrysler New Yorker
(Less Administrative Expenses - See "Disbursements of Principal")
Total:
$120,000.00
$12,770.33
$6,303.91
$2,400.00
($21,107.62)
$120.366.62
To: Chervl A. Brubaker
Principal Cash:
Income Cash:
Additional Cash:
Total:
$60,183.31
$0.00
$561.86
$60.745.17
To: Cynthia K. Self
4907 Delbrook Road, Mechanicsburg, P A 17050
Principal Cash:
Income Cash:
Additional Cash:
Total:
$60,000.00
$183.31
$0.00
$561.86
$60.745.17
424760.1
Cumberland County - KeglSL.eI Vl. V~J..J..J..;:)
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
PICKFORD SUSAN K
3344 TRINDLE ROAD
CAMP HILL, PA 17011
RE: Estate of BRUBAKER RICHARD E
File Number: 2004-01062
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/08/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
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Cumberland County - Register ur Wl~~S
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
BRUBAKER CHERYL A
18 SOUTH 30TH ST
CAMP HILL, PA 17011
RE: Estate of BRUBAKER RICHARD E
File Number: 2004-01062
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/08/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
,r .., ~
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Register of Wills of Cumber.and County
STATUS REPORT UNDER RULE 6.12
NameofDecedent:_P\~hQY'ol ~. ~('LA.bo..ik(oJ
Date of Death: ~Q.rt' ~ I c9.D0~
Estate No.: ~ I -()~lO{o~
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 .(g 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.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? (Fll e c;l..cxle to/ cR /:100-
Yes ~ No 0 /
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: ciLO() N- - (') l () 0~
c. Did the personal representative state an account informally to the parties in
interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval offonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date:~1o
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Telephone No.
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Capacity: ~Personal Representative
o Counsel for personal representative
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3344 7'1tdle 7i?"ad . e-.tz. ?lat. 'PrI 17011
pk.u 717-612-1660 . !a~ 717-612-0375
August 15,2006
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, P A 17013
Phone: (717) 240-6345
To whom it may concern:
This letter is to inform you that the Office of Attorney Susan K. Pickford no longer
represents the Estate of RICHARD E. BRUBAKER, file number: 2004-01062. The
Estate if RICHARD E. BRUBAKER is now being represented by John McNally, Esq.,
P.O. Box 999, 305 N. Front Street, Harrisburg, PA 17108. Thank you.
With thanks,
Susan K. Pickford
Jaimie Arnold-intern.
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