Loading...
HomeMy WebLinkAbout02-0447 Estate ot Daurthy A. Brame also known as Register of Wills of CUMBERLAND County, Pennsylvania PETITION FOR GRANT OF LE I I eRS No. :1/-0:1- '1'1'1 , Deceased Social Security No. )..,01- f ~ - Cf o~ Petitioner(s), who islare 18 years of age or older, applyOes) tor: (COMPLETE 'A' or '8' BELOW:) [!J A. Probate t Grant ot Letters Testamentary and. aver that Petitioner(s} islare tn. execut, or the Oecedent, dated 10 IbJ~wl and codicil(s) dated. N"I A- I I ' named in the last Wit of State relevant circumstances, ..g., renunciation, death ot executor, etc. Except as follows, Cecedent did not many, was not di'lorcecl, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name RelationshiD Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Camp Hill, Pennsylvania Count'(, Pennsylvania with hislher last family or principal residence at 19 South 22nd Street, Camp Hill, Cumberland County, Pennsylvania (list street, numb!,r. a,nd mpricip~ity) <;1 Oecedent, then li.years ofage. died April 27, 2002 at '. Ho I '1 Sf' In t rtos p itt.t I Z I - (I.6c3tion) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (It not domiciled in PAl Personal property in Pennsylvania (It not domiciled in PAl Personal property in County Value of real estate in Pennsylvania St, aMp /-fIll I rA- $, 50,000.00 $ $ $ ",,,ke situated as follows: T d or rinted name and residence Ra ond C. Ream 1716 Locust Street New Cumberland P A 17070 Prepared by the Pennsylvania Bar Association Copyright (el 1996 to,," software only CPSystems. Inc:. Form RW-1 (1991) /1-6/-// Oath of Personal Representative Commonwealth of Pennsylvania County of 21-20U2-447 The Petitioner{s) above-named swear{s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner{s) and that, as personal representative(s) of the Decedent, Petitioner{s) will well and truly administer the estate according to law. Swam 10 or.-.nd ",""'rib'" Raymond C. Ream ~J C before me this 3 rd day of ~ 1716 Locust Street 2002 MARY C. LEWIS ~ New Cnmbedand, FA 17070 No. 21-2002-447 Estate of Daurthy A. Brame Deceased Social Security No: loq ...1.2.... tf O'J S- Date of Death: April 27, 2002 AND NOW. May 7th, ,2002 , in consideration of the Petition on the reverse side hereon. satisfactory proof having been presented before me. IT IS OECREEO that Letters CRl Testamentary 0 Of Administration (c.I.a.: d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) are hereby granted to Raymond C. Ream in the above estate and that the instrument{s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent FEES Letters. . . . . . . $ 80.00 Short Certificate(s). .5. $ 15.00 Renunciation. S Affidavits ( $ Extra Pages ( 3 ). $ 6.00 Codicil. . $ JCP Fee . $ 5.00 Inventory. $ Other . . $ Yn~c.y'~~ Mwv~ MARY C. LEWIS Attorney: Thomas E. Flower, Esquire 1.0. No: 83993 Address: SAID IS, SHUFF, FLOWER & LINDSAY 2109 Market Street, Camp Hill, P A 17011 Telephone: 717/737-3405 CALL ATTORNEY 737-3405 TOTAL. . . . . . . $ 106.00 Prepared by the Pennsylvanla Bar Aaaoclatlon Copyright (c) 1996 form softWare only CPSystems,lnc. Form RW-1 (1991) SAlOIS SHUFF, FLOWER & LINDSAY ATfORNEYS'AT'LAW 2109 Market Street Camp Hill, PA LAST WILL AND TESTAMENT OF 21-2002-447 DAURTHY A. BRAME I, DAURTHY A. BRAME of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I. I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II. I direct that my tangible personal property be disposed of by my sister, Clara Belle Ream and my brother, Raymond C. Ream. III. I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. I bequeath all of said residue to my sister, Clara Belle Ream. If she is deceased, the residue shall be divided as follows: 1. 50% of said residue shall be paid to the Bethesda Mission, Harrisburg, Pa. 2. 25% of said residue shall be paid to my friends, Trinh Van Dinh and Nhung Nguyen, his wife, of 3246 Walnut Street, Harrisburg, Pa., or if they are both deceased to my brother, Raymond C. Ream. 3. 25% of said residue shall be paid to my brother, Raymond C. Ream, or if he is deceased, to Trinh Van Dinh and Nhung Nguyen. 1 Ife. /1) SAlOIS SHUFF, FLOWER & LINDSAY ATIORNEYS'AT'LA W 2109 Market Street Camp Hill, PA " IV. I appoint my brother, Raymond C. Ream, Executor of this, my Last Will and Testament. If he is unable to serve as such, then I appoint Robert C. Saidis, Esquire, of Carlisle, Pa. My personal representative shall not be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ) &, day of October, 2001. ~~~. ([. j,~A.Olrl. DAURTH A. BRAME (SEAL) Signed, sealed, published and declared by DAURTHY A. BRAME herein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. /~l~ J1 ~'-6:' Name () (l.j/'/A.. ,[) / !f JJ.:~ -( ./ c I \ Address (0 trl() )/( II ~ , Address' '----- COMMONWEAL TH OF PENNSYLVANIA } COUNTY OF CUMBERLAND } WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing 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 (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses 2 SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS'AT'LAW 21 09 Market Street Camp Hill. PA I . .' and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constrain or undue influence. Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both witnesses, this /16f11 day October, 2001. Notarial Seal Sallie Allshouse, Notary Public Carlisle Boro, Cumberland County My Commission Expires Mar. 29, 2004 3 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Dallrthy A. Brame Date of Death: April 27, 2002 Will No. 21-02-0447 Admin. No. 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 rYltV...f 10 ,2002. Name Address Ciara Belle Ream 142 South 30th Street, Camp Hill, P A 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: ((f~" ! oZ- J ' " ~~~ <;;:J Thomas E. Flower, Esquire SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 C"~ P ",.-... --"'.-.........: Capacity: _Personal Representative -X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT THOMAS E FLOWER ESQUIRE 2109 MARKET STREET CAMP HILL, PA 17011 _h_____ fold ESTATE INFORMATION: SSN: 209-12-9085 FILE NUMBER: 2102-0447 DECEDENT NAME: BRAME DAURTHY A DA TE OF PAYMENT: 07/09/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/27/2002 NO. CD 001391 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $21,649.60 I I I I I I I I TOTAL AMOUNT PAID: $21,649.60 REMARKS: THOMAS E FLOWER ESQUIRE CHECK# 107 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS {I . Mv-'IOOU(lOOl '* COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 c:.....---- ~REV-1500 I ~- (pl- /I INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 - 02 04 47 COUNTY COPE YEAR '-lUMBER DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) Brame. Daurth A. DATE OF DEATH MM..DD..YEAR) DATE OF BIRTH (MM.DO.YEARJ f- Z W o W o W o SOCIAL SECURITY NUMBER 209 - 12 - 9085 04-27-02 01-08-1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ILAST, FIRST AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER IA w .... iJ'""- w!!;" U I~O ".~ ." . < ~1.0riginalRetlJrn D4.umiledEstate ~6.DecedentDiedTestalel,l,UacllCDPYQfWm) o 9. Litigation Proc:eds Received 02. Stlpp/amen/al Return o 4a. Future Inlerest Compromise (du ofiltllh after 12-12-62) o 7. DecedenlMaintaineda Living Trust attach a oopy01 Trusll o 1 O. Spou~overty Credit (date 01 dulh belQen 12.31-91 .nd l-\oIlSI o 3. Remainder Rel\Jm (datllof(\BlilllpnorlO 12-13-82) o 5. Federal Estate Tax Return Required .9 a. Total Number of Safe Deposit Boxes o /1. Eleclion 10 lax undaf Sac. 9113(A)attac:hSclloo ... z w o z o . o "' ~ ~ o o THIS SECTION MOST BE COMPLETED ALL COR NAME Thomas E. Flower, Es , FI~M NAMo '" lw"WJo' Saldls, Shun, l"Jower & Lindsa TELEPHONE NUMBER 717-737-3405 2109 Market Street earn Hill, P A 17011 ONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO COMPLETE MAILING ADDRESS 1. Real Estate (SchedtlllJ A) 2. Stocks and Bonds (SChedule B) (1) none (21 none [31 none [') none (5) 203,723.08 _.-.. r 4. Mortgages & Notes Receivable (Schedule OJ 3. Closely Held Corporation, Partnership or Sole.Proprietorship ~" '" l c_- , 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUyOwned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule GorL) '" [6) none ~ z o i= <l: ..J :J t: 0- <l: (j IIJ ~ 8. Total Gross Assets (lotal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule 1) 11. Tofa! Deductions (total Lines 9 & 101 12. Net Valu. of Estate (Line 8 minus Line 11) (7) none w (81 203,723,08 (9) 13,670AO lID) 144.17 (11) 13.814,57 112) 189,908.51 (13) 00 13. Charilable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made {ScheduleJI 1"1 189.908.51 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES x"O_ (151 z o f- <l: f- :J a. ::; o () X <l: f- 15. Amounl of Line 14 ta)(able atthe spousal tax rate, or transfers under Sec. 9'16 (a)(1.2) 16. Amount of Line 14 taxable al lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collaterlll rate 19. Tax Due 200 > > BE SURE TO NSWER All au STIONS ON REVERS SID AND RECHECK MATH < < x"O_ (161 x "12 117) 22,789,02 189.908.51 x,15 1'8} (19) 22,789.02 CHECK HERE IF YOU ARE REQUESm.G A REFU~D OF A~ OVERPAYMENT Decedent's Complete Address: STillTADDRESS 19 South 22nd Street CITY Camo Hill I STATE PA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (I) 22,789.02 00 21,649.60 1,139.42 Tolal Credits (At B t C ) (2) 22,789.02 3. InteresUPenalty if applicable O.lnterest E. Penalty TolallnteresUPenalty (D t E) (3) 00 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Paue 1 Line 20 to reque.te refund (4) 5. "Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 00 A. Enter the interest on the tax due. B. Enter the tolal of Line 5 t SA. This is the BALANCE DUE. (SA) 00 (513) 00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS . Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;_ - - - - - - - - - - - - - - - - - - B b. relain the right to designate who shall use the property transferred or its income; _ ~ _ _ _ _ _ ~ -. -. -_ -. ~ ~ -_ ~ 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 withoutreceivingadequateconsideration?_ - - -- - - -- - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - B 3, Did decedent own an "in trust for"cfayable 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? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _.0 No 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. SON RESPONSIBLE FOR FILING RETURN C, Under plna"lt. of perjury, I declart that I hlYt tumintd lhla rttum, Including KCompInylng lCtltdult..nd 1tIl1InIntI, and to the be.1 of my knowltd;e InQ befitf, if I. trut, corrtcf .nd eompfeN. D.<:llratloll 01 prtpartr othr than tht !)trlonll rtprt"ntaln. I. based on alllnlormallon 01 which preparv hn any knowltd;e. DATE 7 / 0 /2002 DATE / '6/2002 ADDRESS Saidis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill FA /7011 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. ~9116 lal (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. 99116 (a) (1.1) (ii)l. The statute does not exemDt 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 dales of dealh on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the chitd is 0% [72 RS. ~9116(a)(1.2)J. The tax rate imposed an the nel value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. ~9116(1.2) [72 RS. 99116(a)(1)]. 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. s9116(a)(1.3)l. 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,''''','''''''''. COf.4MONWEAL TH OF PENNS'fl VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Brame, Daurthy A. FILE NUMBER 21-02-0447 Include the proceeds of litigation and the dale the proceeds were received by the estate. All property joinUy-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER I. OESCRIPTION VALUE AT DATE OF DEATH $ 1,305.00 Jewelery (per attached appraisal) 2. Household furnishings auction proceeds............................................................. ............... .................... 82.05 items donated to volunteers of America (estimated value)..............................lOO.OO 182.05 3. PNC Bank checking account # 5140006503 Principal...... ............... ............. ............. ........... ............. ........... ................. ....31 ,397 .36 Accrued Interest............................................. .............................. ........................ 8.61 31,405.97 4. PNC Bank savings account # 5002037715 Principal...... ............... .............. ............... ........ .............. ........ ........ ................10,539.46 Accrued Interest.............. ..................................... ......,........ ................... ............... 7.21 10,546.67 5. PNC Bank certificate of deposit # 31400195209 Principal.........................................................................................................6,566.07 Accrued Interest.......... ..................................... ................................................. ..13.89 6,579.96 6. Central Pennsylvania Conference United Methodist Church - certificate of deposit Principal.......................................................................................................30,000.00 Accrued Interest.... ............... ........................ .................................................... 950.73 30,950.73 7. Eastern Pennsylvania Conference United Methodist Church - certificate of deposit Principal....................................................................................................... 74, 721.16 Accrued Interest........................ ........................ ............. .............................. ..2,235.49 76,956.65 8. US Savings Bond, Series EE, #XI21303 Issue Price............................ ............. ......... ........... .................... .................... .5,000. 00 Accrued Interest................... .............. .......... ............................ ....................10,220.00 15,220.00 9. US Savings Bond, Series EE, #XI21304 Issue Price......... ........... ................. ......... ......... ............... ................... ........... ..5,000.00 Accrued Interest......................... ............. ......................................... ............10,220.00 15,220.00 10. [us Savings Bond, Series EE, #X1213005 Issue Price........................... ........................................................ ............... ....5,000.00 Accrued Interest.......................,..........,........................... .............................10,220.00 15,220.00 II. BlueCross reimbursement check ................................................................................70.05 70.05 12. Erie InsuranceGroup refund check ............................................................................ 66.00 66.00 TOTAL (Also enter on line 5, Recapitulation) $ 203,723.08 (If more space is needed, insert additional sheets of the same size) ""''';''"'\.9>11''. COMMONWEALTH Of PENNSYLVANIA INHERITANCe TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Brame, Daurthy A. FILE NUMBER 21-02-0447 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: I. Personi:ll Representative s Commissions 7,900.00 Name of Personal Representative (s) Raymond C. Ream Social Security Number(s)I E1N Number of Personal Represenlative(s) 184-12-2227 Slree/Address 1716 Locust Street cllyNew Cumberland Sl," PA lip 17070 Year(s) Commission Paid: 2002 2. AtlorneyFees ISaidis, Shuff, Flower & Lindsay (attorney's fees) I 5,000.00 3 Family Exemption: (if decedents address is nat the same as claimanl s, attach explanation) Claimant SlreetAddress City State Zip Relationship of Claimant to Decedent 4. Proba/e Fees 106.00 5. Accountant sFees 6. Tax Return Preparers Fees IAdvertisement of Estate (PatriotlCumb.Law Journal) 194.95 7. Appraisal of jewelry (Mountz Jewelers) 125.00 Apartment clean-up and hauling 230.00 Electric (PPL) 114.45 664.40 TOTAL (Also enter on line 9, Recapitulation) S 13,670.40 (If more space is needed, insert addilionalsheets of the same size) . . . 'E'I""""''''''I''* COMMONWEALTH OF PENNSYLVANIA INHERITAN:E TAX RETURN RESIDENT DECEDENT SCHEDULE DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Brame, Daurthy A. FILE NUMBER 21-02-0447 Include unreimbursed medical expenses. ITEM NUMBER ,. DESCRIPTION COMCAST (t.v. cable) ...................................................................................................... AMOUNT 6.15 2. PPL (electric bill) .............. ........................ .......................................................................... 82.00 3. Verizon (phone bill) ........... .......................... ...................................................................... 42.67 4. AT&T (phone bill) .............................................................................................................. 13.35 TOTAL [Also enter on line 10, Recapltulalion) . 144.17 (If more space is needed, insert additional sheets of the same size) . RE'.'513EQ"",,* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Bn~.W\e) Daur'thy A. FILE NUMBER 2.1-&>1- - 04/-'1-7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIViNG PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Clara Belle Ream sister 100% 142 South 30th St., Apt. 1 Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE \. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I. TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $0 (If more space is needed, insert additional sheets of the same size) . ~'''' --M"__~~~ 'V"l:-"..f'.$"1I'7"'''''''''"' _P'-....'..."""~ ""., .'~ . SAlOIS fUFF, FLOWER & LINDSAY ATIORNEYSoAToLo\W Z I 09 Market Street Camp Hill, PA ., ..---....,'.""""..""~...,----."'~ 21-2002-447 LAST WILL AND TESTAMENT OF DAURTHY A. BRAME I, DAURTHY A. BRAME of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I. I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. lI. I direct that my tangible personal property be disposed of by my sister, Clara Belle Ream and my brother, Raymond C. Ream. lIl. I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. I bequeath all of said residue to my sister, Clara Belle Ream. If she is deceased, the residue shall be divided as follows: I. 50% of said residue shall be paid to the Bethesda Mission, Harrisburg, Pa. 2. 25% of said residue shall be paid to my friends, Trinh Van Dinh and Nhung Nguyen, his wife, of 3246 Walnut Street, Harrisburg, Pa., or if they are both deceased to my brother, Raymond C. Ream. 3. 25% of said residue shall be paid to my brother, Raymond C. Ream, or ifhe is deceased, to Trinh Van Dinh and Nhung Nguyen. 1 ,l., ; 1/ \ t' ~'-- ) .'-:. L-- ". ,~>"""'-'- SAlOIS SHUFF, FLOWER & LINDSAY ATTORNEYS'AT-IAW 2109 Markel Street Camp Hill, PA IV. I appoint my brother, Raymond C. Ream, Executor of this, my Last Will and Testament. If he is unable to serve as such, then I appoint Robert C. Saidis, Esquire, of Carlisle, Pa. My personal representative shall not be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the /0 day of October, 2001. /./ .-pJ'T / 1/ /lA:,~.(.,v~ (( '/<-Of''!'' DAURT A.BRAME (SEAL) Signed, sealed, published and declared by DAURTHY A. BRAME herein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who., in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. J1~ Name ) d' !? ( t1.i-J.t.d) (..{ J-j . . e. / Address / ' (otylJ) }j,l! A I Address -~ COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND } WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being frrst 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 (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses 2 ,,,-.,~,~ "~'.^ SAlOIS SHUFF. FLOWER & LINDSAY A rroRNEYS"AT~L\ W Zl09 Market Street Camp Hill, PA and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constrain or undue influence. Jk:.! _..~ .-- "'1 . ,~ , {:.!.<...",/t(;:-7 Git~J, lj..'u:r.../2cP DAURTHY A/BRAME, Testatrix Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both witnesses, this /{If#l day October, 2001. Notary Public Notarial Seal SallIe AlIshou8e. NolaI)/ Public Carlisle Born, Cumbe~8I1d County My Commission ExpIres Mar. 29. 2004 3 I.-.;.':....,~'" .;. "':,~:, ,~r~ .' ;::'';Jt,~;. :"'~ ,.,-,c,' IIf'09\JN1~ Trust Your Special Moments To Mountz. June 11, 2002 Raymond C. Ream 1716 Lucas Street New Cumberland, P A 17070 Dear Mr. Ream, 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 final 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 Malket Value of $1,305.00. Photographs are included with the original report for Y01IT 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. Sincerely, Enclosures $ ~ 4520 Jonestown Road" Harrisburg, PAVt9P9" (717) 545-7508" Fax (717) 545.9353 www.mo(lntzjewelers.com 'f' ROLEX Table of Contents . Letter of Transmittal . Table of Contents . Purpose . Intended Use . Definition of Fair Market Value . Approach to Value . Market . Limiting Conditions . Subscriptions Retained for Value COllSlllting . Metal Markets . Certification . List of Laboratory Instruments . Item Descriptions . Photograph(s) . Biographical Information This report is valid only in its entirety and for its stated pUlp9se and intended use and was prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USP AP). 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 Daurthy Brame estate. Valuation Date: 06/11/02 . Definition of Fair Mal'ket 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 compmsion to buy or sell and both having reasonable knowledge of relevant facts. The fair marlcet value of a particular item of property... is not to be determined by a forced sale price. Nor is the fair rnad<et 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 Regolation 20.2031-1 (b) Approach to Value There are three traditional approaches to value that are as follows: Income approach: Applies to income producing properties and is used omy 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 9 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 manufactore 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 nomenclamre of the Gemological Institute of America (GlA) and the use of pre-graded permanent master diamond color comparison stones. Colored stones are color graded with the use ofthe GlA 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 withont intent to defraud the consumer. . The treaUllents are mostly stable and do not reqnire special care, When a treatment is detected and considered unusualit will be so noted by this appraiser. Some treatments are reversible and re-treatable. It may be beyond the scope of an appraisal to determi1ie exact treatment methods or the amount of ~ 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 cormection with any statement, testimony or other matters before an insurance company, its agents, employees or any court or other body in cormection 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 of9 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 Conteuts 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 defined 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 cannot 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, M:artin. Raoallort Diamond Renort. New York,. NY Levine, Gail . Auction Market Monitor, Rego Pari:, NY Metal Market. Gold $~19.30 6/1112002 List of Laboratory lDstrumelds Binocularmicroscope Leveridge gallge Electronic stale Thermal conductivity diamond tester Touchstone and acids Diamond light and graded master comparison diamonds Page 4 of9 CertifICation . I hereby certify that, to the best of my knowledge and belief: . The statements of fact contained in this report are tme and correct. . The reported 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 predetemtined value or direction in value that favors the cause of my client, the amount of the value estimate, the attaimnent 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 Appnrisal Practice. -HX Helen E. Rider 6/11/2002 Page 5 of9 Prepared For: Raymond C. Ream 1716 Lucas Street New Cumberland, PA 17070 Date: 6/1lI2002 Item 1 Ring One lady's diamond engagement ring. This ring is set with one Old European cut diamond in a white gold illusion head. The shank of the ring is half round, measures approximately 2.7nun to l.5nun and is yellow gold. Diamond Attributes Shape and cut: Measurements: Weight: Clarity: Color: Comments: Item Attributes Weight: Metal: Finish: Setting: Tradentark: Condition: Old European 4.09 x 4.08 x 2.50 mm (approximate) 0.26 Cts. (estimated) SI-2 I Diamond is chipped from girdle to pavillion. 1.440 dwt 14K yellow and white gold POlished Four prong set '14K' Poor Total Approximate Retail Value Excluding Tax $170.00 Item 2 Ring One lady's diamond band. This band is set with two Old.European and three round brilliant cut diamonds across the top. The diamonds are set in folir prongs with the diamond on each end in two prongs and a half-bezel. The prongs form 'U' shapes across the gallery of the ring on each side in profile. This band measures approximately 4.17nun on top and tapers to l.5mm at the base of the shank. Diamond Melee Attributes Shape and cut: Number of diamonds: Total Weight: Clarity: Color: Comments: Item Attributes Weight: Metal: Finish: Setting: Trademark: Condition: Two Old European and three round full cut 5 .77 cts. (estimated) SI-1 to 1-1 G-J One of the Old European cuts has a badly damaged crown. 1.7480 dwt 14K white gold Polished Four prong set '75 SPLC 14K' . Fair Page 6 of9 Total Approximate Retail Value Excluding Tax $470.00 Item 3 Ring One lady's diamond engagement ring. TIris ring is set with one round brilliant cut diamond in four prongs in the center. There are three single cut diamnds bead set in a vertical line on each side of the center diamond, with milgraining on each side. This ring measures approximately 4. 82nun on top and tapers to 1.25mm at the base of the shank. TIris ring fils into the insert described in Item 4. Diamond Attributes Shape and cut: Measurements: Weight: Clarity: Color: Diamond Melee Attributes Shape and cut: Number of diamonds: Total Weight: Clar~y: Color: Comments: Item Attributes Weight: Metal: Finish: Setting: Trademark: Condition: Round brilliant 4.82 x 4.80 x 2.72 nun (approximate) 0.38 Cis. (calculated) SI-l I Round single cut 6 .09 cts. (calculated) SI-1 to 1-1 H One chipped 1.09 dwt 14K white gold Polished Prong set 'K' rest illegible Fair Total Approximate Retail Value Excluding Tax $500.00 Item 4 Ring One lady's insert style ring. This ring has two V-shaped halves each set with seven round brilliant cut diamonds. The two halves are attached by two bars at the base. Diamond Melee Attributes Shape and cut: Number of diamonds: Total Weight: Clarity: Color: Item Attributes Weight: Metal: Finish: Setting: Round full cut 14 .42 cts. (calculated) SI-2 to 1-1 I 2.530 dwt l4K white gold Polished Four prong set Page 7 of9 Trademark: Condition: Comments: oxidation. '14K' Poor One shank broken in the back and the other is discolored by Total Approximate Retail Value Excluding Tax $165.00 Total Approximate Retail Value for All Items - Excluding Tax: $1,305.00 One thousand three hundred five dollars and no cents Signature of Appraiser: tJJ2r Helen E. Rider Page 8 of9 . Biographical Background and Qualifications Helen E. Rider Education: 1995 Graduate of Central Dauphin High School. . Business: Employee of Mountz Jewelers since February 1996. Professional Qualifications: Completed Gemological Institute of America requirements for Diamonds and Diamond Grading course certificates. Page 9 of9 -.... 4~~.i!l!~" ~~"" -,- .6 Volunteers of America of Pennsylvania _ _ FOUNDED1~ N~ 003751 2112 WALNUT STREET HARRISBURG, PA 17103 Date .5 --/7<2 Receivedof CstA-tu;{'- ;)/lJytRJJ~ \t\ S~ ;D...! f( ~ Name ' Address \",~\"c:' 1M Donated Items \' \t\.)'''0 ~'Zj , vv-.\$~ For which we Ihank you on behaI of 1hose whom we serve VOLUNI'EERS OF AMERICA Volunteers of America does oot giYe_ ofgifls_aslh~is1hepriYilegeand responsibiIiIy of 1he donor_ Representative "SEEK YE FIRST THE KINGDOM OF GOD AND HIS RIGHTEOUSNESS, AND ALL THESE THINGS SHALL BE ADDED UNTO YOU: Mall. 6:33 Received by (Y1iri( T1'l','~~") ,,,,to. j I.';', rr" IAJ:'t..., AH,>< . HAAR'S AUCTION DILLSBURG, PA 432-3815 . 432-3011 AUCTION EVERY TUESDAY Be NET FRIDAY EVE. - 6:30 PM 7.::>t.vtL/tvj Name I ;) } I) ? Street~) R.W. l,.~P City I # I TAX TAXABlE TOTAL SAlE COMM MM kf:'-1 ~L( \ State ,-J Ml'Ilme. Est. Sf t/l. f701 ZIP .;2 1-% sheet If- ;J/J/uli e. /' !Jo/ /)v f 13 h &JOL/e.- 10 J{!. ./' /] - [J/ / 60 , /:J.. 5' A /0 Jt ...// J., tJ 0 , I ' I vc. v' ITEM DOLLARS CENTS TAX '5' 5' e rorJ: . I " ;'5 " " f 00 C, ~I/ tLr ;( tJ 0 I , Ie. If' \.; I)r II \. . 'J , ,.I ,) I rp (I t: 9 'VII.. ./ ',f) I rJ " , I() " ........,'ll.:.,1 f' ! J/ (" ,- -~~--. ~._.. .~_ I " ?- C( ) ('! " ? ..J ..... ! ,f~ CHARGE <-/' f:;~.~ .-~ -,-..' .. =":">' ! ;('1) \ \ i''',/ ,/ HAAR'S AUCTION DILLSBURG, PA 432-3815 . 432-3011 AUCTION EVERY TUESDAY" FRIDAY EVE. - 6:30 PM ITEM ~. . TAX TAXABLE TOTAL SALE COMM NET DOLLARS CENTS ,j Name 6r,'J NIl' F :\'1- Street or R.F.D. City # State ZIP ~ sheet TAX CHARGE , 8 E'/) ./J,/ !fo 1/ " /0 JC', II " J 56 /)./ ~9 ~ ~ /)./ Jo If> \LV / J ) _.-"---"......... - i.v 31 s-: -.--...-- % ~. ,,/" ) ,,,,. .. ,. ") 3 '-I HAAR'S TAX ~i.(. ).) - Name AUCTION TAXABLE t;, ~- . ;n- Street or R.F.D. TOTAL SALE DILLSBURG, PA f7,D S-- City Slote 432-3815 . 432-3011 COMM - AUCTION EVERY TUESDAY & 51 ~'Q # . NET " FRIDAY EVE. - 6:30 PM sheet :) t::."(l-l~ i....} r'/1 /l"l I~ i, \ I, ZIP % ITEM DOLLARS CENTS TAX CHARGE / L~,..,v (/,' ',~ /,'" I ./ ., I.'", J.- 0" I.'l,. (J,('.+ ~d' I 1'5 , J I / , " -3 J/) /) 1'/1/ ,V:.. ,/ ~-I\I,l. Ja+s U- )1( 'f'IJ /)v , .\ 1,,,+ .~ r Y- J, :(0 ' I ':J '1 " 2';) ~ , L~ ~ J..'I- Jo Jc /' St)ld.~ 71) ~ 'I I B iJ t, (', ,. ~}u rf. () /) ,0 ,/ i",p t+-I, S, 1JIJ ,8 L'\v In! So ,'~ " <' j ~ , " "/1 ~'! 'x " /1 i'" ). J..J I, " Ijc... ~ ID - ( 7,rUJ . j(j 2-0 if] \.. ....-" / .. 11 t;. I ~- / NCrl".C1E ..:... 51.~~ 1''''1- \.trY( MUST BE )~.o~ r'1. l SH Il.U WITHIN " u , ^ ~/ i ~ nA'y~ ,j$l L.' ~-3~,.,-;>,~~,:,?:,~.,'~~~~"""~71~""',,,,,,,,,~, .,:_/'''K~:.'---' " ~ HAAR'S AUCTION DILLSBURG. PA 432-3815 ..432-3011 AOCTlON EVERY TUESDAY. NET FRIDAY EVE. - 6:30 PM .. :JfY 3(,.~r' lj () 50 TAX TAXABLE TOTAL SALE COMM iO / C' -'.v 30 3S .- MAIL"'): 'rh~,..^l E. j:""jo'''''Cw A#"RIv, tY-l'J+h(>'1 1)-fYy",,-~ '?'.c;;f--. B.q~ Name ;)/0 ij Street or R.FD. (I/rI"f' city fY1 Ai kn ,I., ( r-t...; 1...- Stote f Sf (~ C-L ; 7C i ZIP -:;t ( .- '" ...:> % # I sheet CHARGE ITEM DOLLARS CENTS , ., C} )!../\ C' . "Y"t...~ (TZ) . . \ 1)~\d._ . )~ iJv;..""-........ ~ U. Lf (), aU ., " ?; Iud bfJI'---"" 0-0 . i 'tr OIUA'~ ,,)~j"~ : L'~--r"'" ~tcJ a-v .J.o,,) . . ! &i. :::J~- P>."\J.-lt~ '" .... 40 )'0 ) ( \ , " "\ / / . - TAX I). tf~ VV---\"....tLv..,~i 1 /:J ()J '. . ,,).. v '-.-' 3(.;} ~.- , --- MAY-31-2002 12:46 PNCBANK 412 768 3458 P.01/01 0PNCBAN< May 31, 2002 Thomas E. Flower 2109 Market Street Camp Hill, PA 17011 RE: Estate of Daurthy A. Brame, deceased SSN: 209-12-9085 DOD: 4/2712002 Dear Mr. Flower: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certifkate of Deposit Account # 31400 195209 Established 08/02/2000 DAURTHY A BRAME DOD balance: $6,566.07 + $13.89 accrued interest Checking Account Account #5140006503 Established 08/07/1993 DAURTHY A BRAME DOD balance: $31,397.36 + $8.61 accrued interest Savings Account Account #5002037715 Established 09/08/2000 DAURTHY A BRAME DOD balance: $10,539.46 + $7.21 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. ~0flMR (;J.iJ.h Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 fir~t A ve_ ?insburgh PA 15219 Member FDrC TOTAL P.!]! CENTRAL PENNSYLVANIA CONFERENCE THE UNITED METHODIST CHURCH 303 MULBERRY DRIVE / P.O. BOX 2053/ MECHANICSBURG, PA 17055-2053/ TELEPHONE (717) 766-5275 May 24, 2002 SAlOIS, SHUFF, FLOWER & LINDSAY ATTN: ATTORNEYTHOMASE.FLOWER 2109 MARKET STREET CAMPHILL PA 17011 Estate of Dorothy A. Brame Dear Attorney Flower: This letter is in reference to your request to provide you with the value of the certificate owned by Ms. Brame at the time of her death on April 27,2002. The certificate was valued at Thirty Thousand Do\1ars ($30,000.00) and the interest that had accrued on the certificate from November I, 2001 to April 27, 2002 was $950.73. If you need additional information please feel free to contact me. Sincerely, ~)k). ~ (Mrs.) Zedna M. Haverstock TREASURER-COMPTROLLER COUNCIL ON FINANCE AND ADMINISTRATION c..... c:: z ~- .... C') ej ~ CD '" ;:I [ z 0 ~ C') CD Co ... ;:I CD '" 3i 3 '" n ~ CD "0 S" - p ~ o' ~ ::I 0 - ~ .. ... z ..... .... il .... ~ '" ~ !: I~ ;;; 0 C') Ii !!! CD ~ ;:I '" I ~ '" ~ .... c - CD S" ~ 0 ..... I!! 0 '" ;;a ~ ~ ~ "' CD 8 i '" i li' S" ~ ... a. Ol ! 10 '" Q) a. 8: ~ '" ~ '" a. ., CD '" ~ '" :.. a '" ~ ;r .. c CD li' S" fi a '" lil l!' ;r li' ~ .. ~ n ~ C'i 'j 0: g f C') CD ;:I ... ~ 0 '" 0 ... N C) C) N ..............~ Y::~!~: ::::::::: ~; ;::::: :,";:;:: :m~~::> III/ili (')~(')m )>oO-en s:: co -I 'Us::-I)> J: )> J: -I ;= ;lJ 0 m Hn; r- ^ s:: 0 ....... m )> "HH -I en 0 ......... en m )> .,..,.".. -I"C ;lJr-;lJ mo-l !!l~ ~.. ... ;lJ)>A CD .. .,,;" i:n~i~ $! ":;,, ...:1 s:: ... m:,~ m ,:::::::." ..:::!II:"!~ iili~/ijj! .....1IIi._.1 :;IFiH~ :!~!11 :~::~'l ~Iii~ 2,:'5 ...:;;:o:;,.!" .,A'F :::::;'::::: ::::." :::::;: :::; ....... .j. :::::: :::::;:: ,,~ :::;::: 1: ;;:;;:, ::::" Ti ::1.....' :~ .C: ":;!: HI..lI !I!!i! .. Iii ::::::::::::=::::;:: . Savings Bond Calculator Page! of! 104/2002 I 1- ... Vallie As Of Bond IlIfo Series I EE Bonds Denomination Serial Number I ~ 10,000 . Results N Bond. Total Price Total Interest Total Value 3 $15,000.00 $30,660.00 $45,660.00 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate X121304 02/1984 EE $10,000 $5,000.00 $10,220.00 $15,220.00 4.07% XI21305 02/1984 EE 10,000 5,000.00 10,220.00 15,220.00 4.07% X121303 02/1984 EE 10,000 5,000.00 10,220.00 15,220.00 4.07% LeqPlld Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) ht-t......fl...HHr....' '""hl.....rI""ht t,.p"",,, rTt"'\'1r1",p,.ulpt/~'QrD...;....."" Issue Date II YTD 1nl $936. Next Final Accrual Maturity 08/2002 02/2014 08/2002 02/20 I 4 08/2002 02/2014 ^~I"'OJ""('\I"""\ . , SERIES EE '!lDI~~a~ AT 1ltI: MATURITY Ht:ItEOFWlLL ,,,,y ~~ 209 12 9085 DAURTHY A. BRAME 19 SOUTH 22ND STREET CAMP HILL, PA 17011 POD CLARA BELLE REAM -_._._..-~-_.._. .....,..-cTTO_... _....TJIII--.".._ _.~-_..::. ~ >. ./!- - ~.,.,."..;:;;? ~ SERIES EE FEB. 1984 -'""1ii'i~""'" - - , ' " llFltr.'CI/E BAHK '-. , . , 1__ A.CJlI:NT'a \ MAR 021984: '. ~~~ ,- ~EIPHI.\ I'A/ .--- X 121 303 EE mB~~a~ AT THE MATURITY HERta!' Wl~ PAY ~p~~ 209 12 9085 DAURTHY A, BRAME 19 SOUTH 22ND STREET CAMP HILL, PA 17011 POD CLARA BELLE REAM __.__.--... u.....__...._.. '-_""""""_1'1 ""'0""_____ -....-- ..:... ~ >. ./!- -- ~.,.,w.:::;; ISSUE DATE WtllCH IS THE FIRST DAY OF FEB. 1984 f~~:::::_~~~-- /1IIE FtIIERAl., , , " trESERVE SANK \, , '-..w.IG_~ , , :tt\AR'~98A , - PHioww>ttt.( PA. OOW X 121 304 EE To ~ SERIES EE ~~~a~ "T THE MATURITY HEREOl" 'ML1. 'AY ~ 'J!Llli' 'J'MJl)J:r~ "1ill 209 12 9085 DAURTHY A. BRAME 19 SOUTH 22ND STREET CAMP HILL, PA 17011 POD CLARA BELLE REAM n"...............o""""...".................._....". _............._.. """"nil...:.;........ .-.....-. . ..:.. . ~ >. ?- -......... s,.".'J'''''''~ ISSUE DATE WHICH IS THE FIRST DAY OF FEB. 1984 -IMONTH1-::::::: ~- -CYE.....,- - )llEFE1lERAl. ,: RFJ:i' OVE BANK \ , . , I--_~ \ ~AIiJL~8~,: Pln'{\llill'HlA,j'A:: .-- X 121 305 EE , c,y/ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Daurthy A. Brame Date of Death: Apri127,2002 Will No. 2002-00447 Admin. No. 21-02-0447 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes --X.; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. 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 X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X; No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. Date: 1 ?'3ft 2- (j1~C;P~ Signature Name: Thomas E. Flower, Esquire J.D. No. 83993 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: _ Personal Representative -L Counsel for Personal Representative './1 / . "'v / )-01- // BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG. PA 171Z8-D6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-!U7 EX AFP IDl-021 THOMAS E FLOWER SAlOIS ETAL 2109 MARKET ST CAMP HILL ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-26-2002 BRAME 04-27-2002 21 02-0447 CUMBERLAND 101 DAURTHY A Allount Rellitted PA l70ll MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV = i6'ifj-ix-AFP--foY:02Y------...--fNHERITANCE--TA3f-sTA-fEME-tiT-cfF'-Accouiif--.-..---------------- ----- ESTATE OF BRAME DAURTHY A FILE NO.21 02-0447 ACN 101 DATE 08-26-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-26-2002 P R I NC I PAL TAX DUE: ...............m..m.m....m............................mm..mm.mm...........................mmmm.............................mm..............................mmmmm............... .. 22,789.02 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-09-2002 CD001391 1,139.45 21,649.60 TOTAL TAX CREDIT 22,789.05 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .03CR SIDE 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) / ~-- L; I - / / ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX THOMAS E FLOWER SAIDIS HAL 2109 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-26-2002 BRAME 04-27-2002 21 02-0447 CUMBERLAND 101 ESQ '* REY-15Q1 EX AFP (Gl-D2> DAURTHY A Allount Rellitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is'47-i3f-AFP--foY:oZY-NOYici--OF-YNHiifiTii.fci-YA;rAPPRA-isiirENT~--ALLowii.fci-(fR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRAME DAURTHY A FILE NO. 21 02-0447 ACN 101 DATE 08-26-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 .00 X 045 = .00 189.908.51 X 12 = 22.789.02 .00 X 15 = .00 (19)= 22.789.02 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 .00 203.723.08 .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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 13,670.40 144.17 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax payment. 203,723.08 (11) (12) (13) (14) 13.814 57 189,908.51 .00 189,908.51 . ". ..~... ,,~-~~. l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-27-2003~. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 22,789.02 INTEREST AND PEN. .00 TOTAL DUE 22,789.02 . 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)