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.
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Name
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Address
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, 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
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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
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~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
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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
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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
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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
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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
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( t1.i-J.t.d) (..{ J-j . . e.
/ Address / '
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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
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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.
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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
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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
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Volunteers of America
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FOUNDED1~ N~ 003751
2112 WALNUT STREET
HARRISBURG, PA 17103
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VOLUNI'EERS OF AMERICA
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"SEEK YE FIRST THE KINGDOM OF GOD AND HIS RIGHTEOUSNESS, AND ALL
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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
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. 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)
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Issue Date
II
YTD 1nl
$936.
Next Final
Accrual Maturity
08/2002 02/2014
08/2002 02/20 I 4
08/2002 02/2014
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SERIES EE
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209 12 9085
DAURTHY A. BRAME
19 SOUTH 22ND STREET
CAMP HILL, PA 17011
POD
CLARA BELLE REAM
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DAURTHY A, BRAME
19 SOUTH 22ND STREET
CAMP HILL, PA 17011
POD
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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.)