HomeMy WebLinkAbout02-0374PETITION FOR PROBATE & GRANT OF LETTERS
Estate of WOODROW W. BRETZ
also known as
Social Security No. 177-16-0111
deceased.
NO. 21-02- .~t~1~1'~
TO: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated June 12, 1990, and codicils dated none ,19 . The Executrix named Mary
E. Bretz died January 9, 1997 . Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 770 Poplar Church Road, Camp Hill, East Pennsboro Township
Decedent, then 84 years of age, died
West Shore Health & Rehab Center
February 16 ,2002, at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $1,000.00
(If not domiciled in PA) Personal property in PA $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania, situated as follows: $90,000.00
1926 Chatham Drive, Camp Hill, Lower Allen Township, Cumberland County
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
Renold E. Bretz
210 Mtn. View Road
Shermansdale, PA 17090
717-582-4621
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS
The Petitioner(s) above named swear(s) or afffirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 11th day of
Renold E. Bretz
No. 21-02- ~q~6t
Estate of WOODROW W. BRETZ, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, April '11 , 2002, 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
June 12, 1990 described therein be admitted to probate and filed of record as the
Last Will of Woodrow W. Bretz ; and Letters Testamentary are hereby
granted to Renold E. Bretz
FEES
Probate, Letters, Etc ........ $ 200.00
Short Certificates(~1- ) .... $ 3.00
Renunciation(s) ........... $
JCP .................... $ 5.00
Other Will Pages (-3-) .... $9.00
TOTAL: .... $ 217.00
Filed...4.-.1.1.-.50.02 ................
called atty on 4-11-02
-~T,~WZm; g' o s
IRWIN McKNtGHT &,,HUGHES
...,-'V~..(,,~__~ ~. ~_c-~.__
Roger B.,,IrWin, Esquire (06282)
ATTORN(E?/(Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
LAST WILL AND TESTAMENT OF WOODROW W. BRKTZ
I, WOODROW W. BRETZ, of the Township of Lower Allen, County of
Cumberland and State of Pennsyvlania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this my Last Will
and Testament, hereby revoking and making void any and all prior Wills
by me at any time heretofore made.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can be conveniently done.
I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed, of whatsoever nature and whereso-
ever the same may be situate, to my wife, NARY E. BRETZ, absolutely and
unconditionally.
Be
In the event that my wife, MARY E. BRETZ, should predecease
me, or should she die at about the same time as I do, such as in an
accident common to both of us, then in either such event, I direct the
settlement and distribution of my estate to be made in the following
manner, to wit:
-1-
(a) I give and bequeath my Piano and the Stool thereto to
my daughter, DARLENE F. FORBES.
(b) I give and bequeath my Glider Rocker and my Bathroom
Lamp to my daughter, KATHI g. ~INCHMOFF.
(c) I give, dE.vise and bequeath all the rest, residue and
remainder of my estate, of whatsoever nature and wheresoever the
same may be situate, to my three (3) children, to wit, my son,
P,~NOLD E. BRETZ, my daughter, DAKLENE F. FORBES, and my daughter,
KATHI g. MINCHHOFF, share and share alike, per stirpes.
LASTLY, I nominate, constitute and appoint my wife, MARY E.
BRETZ, Executrix of this, my Last Will and Testament, and in the event
that my said wife should predecease me, or should she be unable or un-
willing to serve in such capacity for any reason, then in such event,
I nominate, constitute and appoint my son, P, ENOLD E. BRETZ, Executor
of this, my Last Will and Testament, in her place and stead.
IN WITN~SS WMERgOF, I have hereunto set my hand and seal
this 12th day of June, A. D. 1990.
.... k~6odrow W. Bretz ~
(SEAL)
-2-
Signed, sealed, published and declared by the above-named
WOODROW W. BRgTM, as and for his Last Will and Testament, in the
presence of us, who, at his request and in his presence, and in the
presence of each other, have hereunto subscribed our names as wit-
messes.
-3-
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, WOODROW W. BP. ETZ , the testator
whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed; for the purposes therein contained.
Sworn and affirmed to and acknowledged before me by
WOODROW W. BP. ETZ , the testat or , this 12th
day of June , A. D. 1990.
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
SS.
NOTARIAL SEAL
MARY S, ROBINSON, NOTARY PUBLIC
MECHANICSBURG BO~O. CUMBERLAND CO.
My C~mmisslon Expires Sept. 21, 1991
We, the undersigned, J. ROBERT STAUFFER
and JOEEN N. EAICIN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat or , WOODROW W. BRETZ , sign and exe-
cute the instrument as his~hV~ Last Will and Testament; that the
said testat or , WOODROW W. BI~ETZ , executed it as
his/h~mx free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the testat or , signed
the Will as witnesses; and that to the best of our knowledge, the
testat or was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence·
Sworn and subscribed to before
me this 12th day of
JUne , 1990
NOTARIAL SEAL
MARY S. RtBINSON, NOTARY PUBLIC
MECHANICSBUR$ BORO, CUMBERLAND CO.
C~mmtssion Expires SeMt. 21, 1991
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
WOODROW W. BRETZ
Name of Decedent:
Date of Death:
Estate No.:
FEBRUARY 16, 2002
21-02-0374
To the Register:
I certify that notice of the beneficial interest 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 April 26, 2002 .
Name
Renold E. Bretz
Darlene F. Forbes
Kathi E. Minchhoff
Address
210 Mm. View Road, Shermans Dale, PA 17090
509 South 9th Street, Berthoud, CO 80513
814 Greenwood Drive, Berthoud, CO 805113
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date: 04/26/02
Signature
IRWIN, McKNIGHT & HUGHES
Capacity:
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
X
Personal Representative
Counsel for Personal Representative
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21- 02 - 0374
COUNTYCODE YEAR NUMBER
D
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C
E
D
E
N
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cAPB
HpRL
EpIO
CRAC
KOTK
ES
R 5.
E
C
A 6.
P
I
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U 7.
L
A
T 8.
I
O 9.
N 10.
11.
12.
13.
14.
C
O
M
mu"
T
I
O
N
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bretz Woodrow W.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
02/16/2002 06/04/1917
(IF APPLICABLE) SURVIV NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
177-16-0111
THIS RETURN MUST BE RLED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return ~ 2~4~.. Supplemental Return M
4. Limited Estate . Future Interest Compromise (date of death after 12-12-82)
5. Decedent Died Testate Decedent Maintained a Living Trust 0
(Attach copy of Will) (Attach copy of Trust)
~ 9. L,tigation Proceeds Received r--] 10. spousal Poverty Credit r-~
(date of death between 12-31 ~91 and 1 - 1-95)
(date of death
3. Remainder Return prJorto 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch O)
NAME
Roger B. Irwin Esq.
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
717/249-23~3
COMPLETE MAILING ADDRESS
60 West Pomfret Street
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11 )
West Pomfret Professional Bldg.
Carlisle, PA 17013
80,600.00
None
None
None
1,755.85
None
None
19,190.91
104,709.86
OFFICIAL USE ONLY
(8) .~ 82,355.85
(11) 123,900.77
(12) (41,544.92)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2) X .0 0
16. Amount of Line 14 taxable at lineal rate (41,544.92) X .0 45 (16)
17. Amount of Line 14 taxable at sibling rate X .12 (17)
18. Amount of Line 14 taxable at collateral rate X .15 (18)
19. Tax Due (19)
(41,544.92)
0.00
0.00
0.00
0.00
0.00
Copyright (c) ZO00 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1926 Chatham Drive
CITY
Camp Hill
STATE
?A
ZIP
170.13.
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) O. O0
Total Credits ( A + B + C ) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
;. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 0.00
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 andi Yes No
a. retain the use or income of the proper~y transferred; ......................... ~ ~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
d. receive the promise for 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? ................................ [~ ~-]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. ~ ~]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ ~ ~]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, 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 information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Renold E. Bretz DATE
i- 6Db- .................... r/o
SIGNATUREOF PREPAREROTHER THAN R ESENTATIVE IRWIN Mc~IC~ & ~CHES DATE
~ ~ ~ 60 West Pomfret Street ~ ~
For date~~r after July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
vivi.g i /o P.s. (i)].
For dates of d~atfi on or after Janua~ 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 exempt a transfer to a surviving spouse from tax, and the statuto~ requim~nts for disclosure of assets
and filing a tax return are still applicable even if t~ surviving spouse is the only beneficial.
For dates of death on or after July 1, 2000:
The ~x rate imposed on the net value of transfers from a deceased child twang-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 dece~ent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 91 ~ S(a)( ~ )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in com~n with the decedent, whether by blood or adoption.
Copyright (c) gO00 form software on~ The Lackner Group. Inc. Form R~V-1~00 EX (Rev.
REV- 150Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Woodrow W. Bretz SS# 177-16-0111
SCHEDULE A
REAL ESTATE
02/16/2002
FILENUMBER
21-02-0374
All real property owned solely or aa a tenant in common must be reported st 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
knowled~]e of the relevant facts. Real property which is jointly-owned with right of survivorship must be disck?_ed on Schedule F.
ITEM
NUMBER
DESCRIPTION
1926 Chatham Drive, Lower Allen Township, Camp Hill
County (settlement sheet attached)
Cumberland
TOTAL (Also enter on line 1, Recapitulation) ,
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
VALUE AT DATE
OF DEATH
80,600. O0
$ 80,600.00
Form REV-1502 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Woodrow W. Bretz SS# 177-16-0111 02/16/2002 21-02-0374
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
1
DESCRIPTION
M&T Bank, checking account
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
VALUE AT DATE
OF DEATH
1,755.85
$ 1,755.85
Form REV-1508 EX (Rev. 1-97)
R£V-~S. ~+(~-97) SCHEDULE
H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF
Woodrow W. Bretz SS~; 177-16-0111 02/16/2002
FILE NUMBER
21 - 02 - 0374
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
Ao
2
3
4
DESCRIPTION
FUNERAL EXPENSES:
Parthemore Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Renold F. Bretz
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 210 Htn. View Road
C~y Shermans Dale State PA
Year(s) Commission Paid: ~
Attorney's Fees IRWIN McK~IG['D' & h~dC[-LES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
zipl7090
Street Address
c~
Relationship of Claima~ ~ Decede~
Pmbata Res Register of Wills
Accountant's Fees
~x R~urn Preparer's Res
Other Administrative Co~s
Charges on sale of real
Cumberland Law Journal
Register of Wills
The Sentinel - Legal
State Zip
estate
- estate notice publication
filing fee
estate notice publication
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
3.00
4,100.00
4,100.00
217.00
10,582.08
75.00
20.00
93.83
$ 19,190.91
Copyright (c) 1996 form software only CPSysterr=, Inc. Form REV-1511 EX (Rev. 1-97)
REV-151Z EX + (1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS
ESTATE OF
Woodrow W. Bretz SS~/ 177-16-0111 02/16/2002
FILE NUMBER
21-02-0374
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Commonwealth of PA, DPW; restitution
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
104,709.86
$ 104,709.86
Copyright (c) 1996 form software only CPSystems. Inc. Form REV- 1512 EX (Rev. !-97)
'REV-IS13 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
E$¥ATE OF
Woodrow W. Bretz SS~; 177-16-0111
SCHEDULE J
BENEFICIARIES
02/16/2002
NUMBER
I.
3
I1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DI:5/HiBUTIONS [fnclude outright spousal distributions, and
tra~fem under S~. 911~a~1.2)]
Renold E. Bretz
210 Mt. View Road
Shermans Dale, PA 17090
Darlene F. Forbes
509 South 9th Street
Berthoud, CO 80513
Kathi E. Mtnchhoff
814 Greenwood Drive
Berthoud, CO 80513
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
Daughter
Daughter
FILE NUMBER
21- 02- 0374
AMOUNT OR SHARE
OF ESTATE
1/3 remainder
1/3 remainder
1/3 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
$ 0.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If mom space is needed, insert additional sheets of the same size)
copyrlg ht (c) 2000 form software only The Lackner Group, Inc, Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT OF ~OODRO~ ~. BRETZ
I, WOODROW W. BRETZ, of the Township of Lower Allen, County of
Cumberland and State of Pennsyvlania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this my Last Will
and Testament, hereby revoking and making void any and all prior Wills
by me at any time heretofore made.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can be conveniently done.
I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed, of whatsoever nature and whereso-
ever the same may be situate, to my wife, MARy E. BRETz, absolutely and
unconditionally.
In the event that my wife, NARy E. BRETZ, should predecease
me, or should she die at about the same time as I do, such as in an
accident common to both of us, then in either such event, I direct the
settlement and distribution of my estate to be made in the following
manner, to wit:
-1-
(a) I give and bequeath my Piano and the Stool thereto to
my daughter, DARLENE F. FORBES.
(b) I give and bequeath my Glider Rocker and my Bathroom
Lamp to my daughter, ~,ATMI g. MINCMMOFF.
(c) I give, devise and bequezth all the rest, residue and
remainder of my estate, of whatsoever nature and wheresoever tte
same may be situate, to ~y three (3) children, to wit, my son,
RENOI~ E. BRETZ, my daughter, DARLENE F. FORBES, and my daughter,
~ATMI E. MINC~MOFF, share and share alike, per stirpes.
I~TLy, I nominate, constitute and appoint my wife, MARY E.
BRETZ, Executrix of this, my Last Will and Testament, and in the event
that my said wife should predecease me, or should she be unable or un-
willing to serve in such capacity.for any reason, then in such event,
I nominate, constitute and appoint my son, RENOLD E. BRETZ, Executor
of this, my Last Will and Testament, in her place and stead.
IN WITNESS W~EREOF, I have hereunto set my hand and seal
this 12th day of June, A. D. 1990.
-2-
Signed, sealed, published and declared by the above-named
WOODROW W. BRETZ, as and for his Last Will and Testament, in the
presence of us, who, at his request and in his presence, and in the
presence of each other, have hereunto subscribed our names as wit-
messes.
-3-
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
SS.
I, WOODROW W. BRETZ , the testat or
whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed~ for the purposes therein contained.
Sworn and affirmed to and acknowledged before me by
WOODROW W. BRETZ , the testat or , this 12th
day of June , A. D. 1990. "
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
I NOTARIAL SEAL
MARY S, ROBINSON, NOTARY PUBLIC
MECHANICSBURG BO~O. CUMBERLAND CO,
~y Commission Expires Sept. 21, 109i
SS.
We, the undersigned, J. ROBERT STAUFFER
and JOHN M. EA~IN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat or , WOODROW W. BRETZ sign and exe-
cute the instrument as hisj~F~r Last Will and Testament; that the
said testat or , WOODROW W. BRETZ , executed it as
his/h~xfree and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the testat or , signed
the Will as witnesses; and that to the best of our knowledge, the
testat or was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and subscribed to before
me this i2th day of
Jdhe , 1990
MaY S. Re$INSO,. NOTARY ~'t~BtIC
~tsston Expires ae~t
· . OMB NO. 2502-0265 ,,~'~
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT
SETTLEMENT STATEMENT
B. TYPE OF LOAN:
1.[~FHA 2.DFmHA 3. DCONV. UNINS, 4.l--]VA 5. E]CONV. INS
FILE NUMBER: 7. LOAN NUMBER:
GRAFF 30-002316
8. MORTGAGE INS CASE NUMBER:
441-6957231
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown,
Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1 0 3198 (Graft pfd/GRAFFI24)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
JENNIFER L. GRAAF CARDINAL FINANCIAL COMPANY
G. PROPERTY LOCATION:
1926 CHATHAM DRIVE
CAMP HILL, PA 17011
CUMBERLAnd County, Pennsylvania
RENOLD E. BRETZ, Executor
of the Estate of Woodrow W. Bretz
H. SETTLEMENT AGENT: 23-2402316
PURITY ABSTRACT COMPANY
PLACE OF SETTLEMENT
3329 Market Street
Camp Hill, PA 17011
I. SETTLEMENT DATE:
July 30, 2002
J. SUMMARY OF BORROWER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER:
101. Contract Sales Price
102. Personal Property
103. Settlement Charges to Borrower (Line 1400)
104. 2002-03 SCHOOL TAX to BONNIE MILLER, TREASU
105.
Adjustments For Items Paid By Seller in advance
106. County/Twp Taxes 07/30/02 to 01/01/03
80,600.00
107. City Tax to
108. School Tax to
109.
:410.
:111.
J112.
4,532.22
907.45
K. SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER:
401. Contract Sales Price
402. Personal Property
403.
404.
405.
Adjustments For Items Paid By Seller in advance
'406. County/TwpTaxes 07/30/02 to 01/01/03
407. City Tax to
408. School Tax to
409.
41U.
411.
80,600 00
127.79
412.
120. GROSSAMOUNTDUEFROMBORROWER 86,167.46 420. GROSSAMOUNTDUE TO SELLER 80,727 79
2,000.00
79,967.00
2,500.00
1,821.73
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
201. Deposit or earnest money
202. Principal Amount of New Loan(s)
203. Existing loan(B) taken subject to
204. GIFT CHECK
'2'~--5.
206.
500. REDUCTIONS IN AMOUNT DUE TO SELLER:
501. Excess Deposit (See Instructions)
502. Settlement Charges to Seller (Line 1400)
503. Existing loan(s) taken subject to
504. Payoff of first Mortgage
505. Payoti' ot second Mortgage
506.
507. (Deposit disb. as proceeds)
8,68825'
207.
208.
209. CLOSING COST/PREPAIDS CREDIT
Adjustments For Items Unpaid By Seller
508.
509. CLOSING COST/PREPAIDS CREDIT 1,821 73
Adjustments For Items Unpaid By Sefler
L. SETTLEMENT CHARGES ......
700. TOTAL COMMISSION Based on Price $ 80,600.00 @ 6.0000 % 4,836.00 PAID FROM PAID FROM
L)IVISIOn O! E;ommlsslon (line /OD) as l-o/lows: BORROWER'S SELLER'S
/U1. $ 2,44;~.UU tO ICH AGbNr._;y/GMA(J Mb. FUNDSAT FUNDSAT
/82. ~ 2,:5b~U.UU tO UI::N I UI~Y 21 I-'IUL.;IUNI-NI I~t:AL I Y, lNG. SETTLEMENT SETTLEMENt
7U3. L;ornmiss~on Pa~d al :Settlement 4,836.d'0'
/U4. to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN .,,
801. Loan Origination Fee 1.0000 % to CONSUMER MCR I GAGE SERVICES, INC. 787.86 .....
802. Loan Discount 1.3800 % to CARDINAL FINANCIAL COMPANY 1,099.55
uu~. Appraisal I-ee to --
!uu4, tJrea]t h~eport to
1805. Lender's Inspection l-ee to
; 80{5 Flood Cert Fee to
BO/. AUUtGNMEN I bb..b_ SZb tO I-'L) ICY LENL)bR I
UU8. AL)MINI:5 t kAI lYE bbb to CARDINAL PINANCIAL COMPANYI 499
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April 9, 2002
RE: Estate Search
The Estate of:
Date of Death (D.O.D.)
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
WOODROW W BRETZ
2/16/2002
Account Account Number Account Title Opening Branch D.O.D. Accrued Interest
Type Balances
(Includes Accr.
Int.)
CHK 1290924 WOODROW W BRETZ 4320 $1755.85 $.00
OPENED 5/96 C/O RENOLD BRETZ
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
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
Authorize~t~]gnamre o"
DATE: q "~ ~ '"- 0 ~
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, RO. Box 767, Buffalo, NY 14240-0767
IRWIN MCKNIGHT & HUGHES
MARK D SCHWARTZ ESQUIRE
WEST POMFRET PROF BLDG
60 WEST POMFRET ST
CARLISLE PA 17013-3222
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
April 02, 2002
IRWIN,
Re: WOODROW BRETZ
CIS #: 250146492
SSN: 177-16-0111
Date of Death: 02/16/2002
Dear Mr. Schwartz:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $104,709.86 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $22,841.03, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $81,868.83, is
to be entered as a priority Class 6 claim a~ainst the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
Susan E. Naylor
TPL Program Investigator
717-772-6265
717-772-6553 FAX
Enclosure
BUREAU OF ZNDZVZDUAL TAXES
ZNHERTTAHCE TAX DTVZSTDN
DEPT. Z80601
HARRTSBURG, PA 17116-0601
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POHFRET ST
CARLISLE
COHMONWEALTH OF PENNSYLVANZA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-l;4? EX AFP ¢D1-02)
PA 170151~
DATE 10-22-2002
ESTATE OF BRETZ WOODROW
DATE OF DEATH 02-16-2002
FZLE NUMBER 21 02-037fi
i:: ~UNTY CUMBERLAND
ACN 101
Amount Remitted
HAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
W
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02} NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF BRETZ WOODROW WFZLE NO. 21 02-037~ ACN 101 DATE 10-12-2002
TAX RETURN NAS: (X) ACCEPTED AS F/LED { } CHANGED
RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
r~. Nortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adc. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Nortgege Liabilities/Liens (Schedule T) (10)
11. Tote1 Deductions
12. Net Value of Tax Return
80~600.00
.00
.00
.O0
1~755.85
.00
.00
(8)
19,190.91
10~,709.86
(11)
(12)
CharitabXe/Governmental Bequests; Non-elected 911:3 Trusts (Schedule J) (15)
Net VeXue of Estate Sub.~ect to Tax (1~)
X'F an assessment was issued previously, 11nes 1~,, 15 and/or 16, 17,
1:5.
1~.
NOTE:
reflect figures that include the total of ALL returns assessed to date.
NOTE: To insure proper
credlt to your account,
submit the upper portion
of this for. with your
tax payment.
82,355.85
ASSESSHENT OF TAX:
15. Amount of Line 1~ mt Spousal rate
16. Amount of Line 1~ taxabXe mt LineeX/CXass A rate
17. Amount of Line 1~ mt Sibling rate
18. Amount of Line 1~ taxabXe at Collateral/Class B rate
19. PrincZpaX Tax Due
TAX CREDITS:
PAYmeNT RECEIPT DISCOUNT (+)
DATE NUNBER INTEREST/PEN PAID (-)
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT[ON OF ADD/TZONAL INTEREST.
]2~.90o.77
q1,5qq.92-
.00
R1,54R.9Z-
18 and 19 will
( XF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
TOTAL TAX CREDIT I
BALANCE OF TAX DUE]
INTEREST AND PEN. I
TOTAL DUE ]
.00
.00
.00
.00
ANOUNT PAID
(15) .00 x O0 = .00
(26) .00 x 0~5= .00
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= . O0
STATUS REPORT UNDER RULE 6.! 9.
Name of Decedent:
WOODROW W. BRETZ
Date of Death:
FEBRUARY 16, 2002
No. 21-02-0374
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: X Yes No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
~ Yes X 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? X Yes No
Date: 12/31/02
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
IRWIN, ~GHT & HUGHES
Roger B. Irwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
.... City, State, Zip
:~ (717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative