HomeMy WebLinkAbout02-0952
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of EVELYN M. BREHM
also known as
, deceased.
No. 21-02- 96.:2..-
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
189-09-4755
Social Security No.
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will of the
above decedent dated April 28 ,1997, and codicils dated none . 19~ The
Executor named none died . Renunciation for Vance W. Brehm is
allached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 108 Straver Drive. South Middleton Townshio. Carlisle
Decedent, then 89 Jears of age, died
Home. Carlisle. PA J
October 2
. 2002, at
Todd NursinQ
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in PA
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania, situated as follows:
108 Straver Drive. South Middleton Township. Carlisle. PA 17013
$8.000.00
$
$
$115,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of lellers testamentary thereon.
Signature(s) and Residence(s) of Petitio er(s):
Donald R. Brehm
710 Mt. Rock Road
Carlisle. PA 17013
717-776-7412
~
.
/' i ,f
I .
.", ,.
it"" ..J2~ j:.-
Dennis D. Brehm
301 Union Hall Road
Carlisle. PA 17013
717-243-5208
~o
"7 /
.0../--
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
55
COUNTY OF CUMBERLAND
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner{s) will well and truly administer ~he estate according to law"k
Sworn to or affirmed and subscr:oed _p~U 1P ~
before me thi~.:3',e.,r day of Donald R. Brehm
October. 2002. l' /1 /---> /
iiJ i^ _..~ [IV. '/J/O'-l~
_ "".....1 )0. /"h-',:> /.LJ/. 13,p/~TY Dennis D. Brehm
~,;(2U ~ Registe
1-'/- '/ b - ?
No. 21-02- q6~
Estate of
EVELYN M. BREHM
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, October o:J'/ , 2002, in consideration of the Petition on the reverse side
hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
Acr'I 2B, 1997 described therein be admitted to probate and filed of record as the
Last Will of Evelyn M. Brehm ; and Letters Testamentary are hereby granted to
Donald R. Brehm and Dennis D. Brehm
FEES
Probate, Letters, Etc. . , . . . . . $ 235.00
Short Certificates(-2- ) . , , . $ 6.00
Renunciation(s) . . . . . . . . . , . $5.00
JCP .".. . . , . . . . . . . , . . . . $ 5.00
Other Will Paqes (-2-) .... $ 6,00
TOTAL: .... $ 257.00
Filed, IO,-.o::J.8.-,e>.:2/.. . . . . .. " . , .
60 West Pomfret St.. Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
fuu ~~~
t'..
HI0580? RfY'li!;(;
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be. forwarded to the Stare Viral Records Office for permanenr 61iog.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
II'''''#/#''/~~
ilj(~\.\\\ Of pli...~..,.
l~~~... ~~'"
1~~...!If<. . ~...e:.\
~-,' ',.' :.;..\
~~;- ,,_:',~~
3 e,..)l ,71i ..)- '.:b.~
\*'" ,:,.~_~-.:., ,~i*l
~* ',_o.~, - ~~~l
":..~ ' /C~l\
;--)?IMEN1 ~~ ~<<;",i'
,.,........,,/,,/#,##/1111111
~~.~~~~
Local Registrar
Fce for this certificare, $2.00
P 8703202
OCT
:3 2002
Date
H1ll5.It3R...21f7
COMMONWEALTH OF PENNSYl.VAHIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
-
USVAt.OCCU KlHDOF8US STRY
~~:.:."'~::=
.. En ra ver Carpet Mill
OECEDENT'SWollJNGAODRESS{Slrwr.~.sr...Zlp~ DECEDENT'S
"""..
lOB Strayer Drive ~~
.. Carlisle, Penna. 1701) ~-....
MtHER'SNAME(F;"I.MidIk~lliam Davis Morrow
..
~s (I"~
Donald R. Brehm
. =0 ~"VllII\oIlO ,,--___0
,.
$IONRlJI'f SERVIct: ACTJ'IG suc:H
-..,-
sw"rs;J'Va"re';
Penna.
""'...-
SEllFemale SOC......secuRfTYHUWBEII
. . lB9- 09 -4755
Pl.ACEO#DERH~
"""'"'"
...-0 ~ 0
'DI\lli:OI'tJe..Vl'I~.o.y.~
.October 2,2002
"'"
'w'
.....'"
..
.......-
lFirtIt.""'-.~
Evelyn
-,"'"
~jo.y.
M.
Brehm
""
-..
j'''ot5+1
:="'0
Todd Nursing Home
tlECEOE. S
White
?-\
"""""'''''''''
fIl__p..-_
n...
Cumberland
""
-
MO'
-
'h.
..
-,~..'"
,
SOUTh M;rln1~+'nn
-
17" SUR
-'"
""
RN -50)-404L
REFiARED TO Iol:E EXAM
...0
-'fJ...
"..
L
,-
'--
\--_.....
i
...,.
caw........CICIIIdIIoM...............buI
1IlII~.._~_........"""1.
n."",1: ~.............."....lXJITIlIIIl:;IlionI"'*"......,IIW-".Da__tlw_oIdylnQ.Ildl_-=--..~__Gl'_!lI.....
UIIon1f'__OfI_....
L
((JlAllACONSEOUENCEOFl:
OUElO(ORAll"CCltiSEOVENCE~
..... """"'"
-""'lv.kEPAlOAlO
COUPl.El'1QHOFC4USE
"'''"''''''
MANHEAOFOERH
M"EOFIHJUA.'Il'
(MonlI'I.~~
tlMEOF\M.I\ll'IY
lNJURYIflWOFlK7
DESCMIEtff:1NINJIJAYOCCVl'IRED.
...0
_0
-
-
-
,E:r
o
o
-
--
o
o
OI'\.ACE:OFMAlR't.II_.tanll......~a/llCe...
---
...
..... 0,...0
"fIIEDIC:Al.-.....,..~t"
on.". ~.,,~loltllld/Oljn.......atlon.ln"'YOpInlan. dHltloecvnwd Ill:IMl__.d....lnCl p'-.......~_\tl'IUUM(~..-.d
...-....-..................................................................................................
...
I'IEG~R.SSIG
....
~.~~
I;:l.,\ bl.JlIOI
"'"
CotIId_.....",.....
-
CUTlf'lIRtCt.a-,eMl
-c:M17YlJfQl'KRlCIAIII~~_t7...,,__~IIM~~_C/ImIIIIIII<l......:Z3\
,.-_....................-----".,..-~....._---...................................,.................
..
orne '1:.11 "IO'AMOC!ffTFtlNal'H'l'SlClNlfl'!lV*iltl_P'Of'OClUIICWIla.olhlnd~lO_d~1
1I:I__.,"".....-..dMIh_.....................,..................~-l-_lft,On__...............................
r:::; / - O.:J. - 9.s.;;...
LAST WILL AND TESTAMENT
I, EVELYN M. BREHM, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
I. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my three
sons, Donald, Vance and Dennis, share and share alike. If any of my sons are not living at the
time of my death, his share shall be divided equally between his wife and children, share and
share alike.
4. I nominate and appoint Donald R. Brehm, Vance W. Brehm and Dennis D. Brehm to
be the executors of this my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 28TH day of
April, 1997.
C:t:~/ht ~$f-E-L4EAL)
EVE!. YN M. BREHM
,~ /
Signed, sealed, published and declared by EVELYN M. BREHM, the above named
testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
nr.T-l4-1nnl n!:!RP~ P!flll-I!WIN, Ir.!NIr.HT & HIlr.HF~ IlW nFFlr:F,
tTIT/4im4
T-;R4 P nn/lnn/ F-41/
0.2/-0.,:;. - 'i'6~
RENUNCIATION
In regard to the Estate of
EVELYN M. BREHM
, decea.o;ed.
To the Resister of Wills of
Cumberllll1d
County, Pennsylvania.
The undersigned
son
of the above decedent hereby rcnounce(s) the right to administer
the estate and respectfully ask(s) that Letters
Testamentarv
be issued to
Donald R. Brehm ~nrl Denni. D. Brehm
WITNESS
mv
hand(s) this
/:5
.
day of October , 2002.
~~ It! ~__
SJONATUR:E
Vance W. Brehm
2205 Stormy Lane. Bend. OR 97701
ADDRESS
SlCNAT1JRE
ADDRESS
'; ._~
SlCiNATURE
ADDRfSS
ACKNOWLEDGMENT AND AFFIDAVIT
WE, EVELYN M. BREHM, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and 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 that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness 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 constraint or undue influence.
~:~~RE~~/~~?/
e~L~~~
~ ~ ;/?~~.f ~
~ MARTHA L. NOEL
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, EVELYN M. BREHM, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 28TH day of April, 1997.
(2~C3-~
N tary PublIc
Notarial Seal
R0Q8r B. Irwin. Notary Public
Carlisle Bero, Cumberland County
My Commission Expires Oct. 3, 2000
Momb,r, Ponnoylvania Association of Notaries
.y
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
EVELYN M. BREHM
Date of Death:
OCTOBER 2. 2002
Estate No.:
21-02-0952
To the Register:
I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on November 20. 2002
Name
Address
Vance W. Brehm
Donald R. Brehm
Dennis D. Brehm
2205 Stormv Lane. Bend. OR 97701
701 Mt. Rock Road. Carlisle. P A 17013
301 Union Hall Road. Carlisle. P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
11/20/02
Name Roger B. Irwin. ESCluire
Address 60 Wesl Pomfrel Street
Carlisle. P A 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96l
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
_UUh_ fold
ESTATE INFORMATION: SSN: , 89-09-4755
FILE NUMBER: 2102-0952
DECEDENT NAME: BREHM EVELYN M
DATE OF PAYMENT: 11/27/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/02/2002
NO. CD 001897
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,520.23
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN ESQUIRE
CHECK# 19187
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$4,520.23
MARY C. LEWIS
REGISTER OF WILLS
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
/')-9b- ;:>
REV-1500 EX +(6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R 0
E E
S N
T
c
o
M
P
T U
A T
X A
T
I
o
N
FILE NUMBER
o
E
C
E
o
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PI\ 1712.8-0601
DECEDENT'S NAME (LAST, FIRST.AND MIDDLE INITIAL)
Brehm Evel
DATE OF DEATH (MM-DD-YEAR)
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
21-02-952
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
189-09-4755
THIS RETURN UUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
10/26 1912
SPOUSE'S NAME AST, IRST, AND MIDDLE INITIAL
X 1. Orig!f\i.l.l Return
4. limited Estate
X 6. Decedent Died Testate
3. date of death
. Remamder Return prior to 12~ 13-82)
S. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
2.
4a.
7.
(Attach copy of Will)
o 9. litigation Proceeds Received
Supplemental Return
Future Interest Compromise (date of death after 12 -12~82)
Decedent Maintained a Living Trust
(Attach copy of Trust)
o
010. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and. 1-1-95) (Attach Sch 0)
'j:!F.Dllj:iE~T~ff:~!fi.\~l:!~i!idirm,j!~;Il~~iiNeTlIlll!m~JiilENT!"iji1l'~ilNFOl!I~1lI!l"$!I<>~b!IiIi:l:!18~'!Ib::l:Qi;'
NAME COMPLETE MAILING ADORESS
Ro er B. Irwin Es .
FIRM N"ME(\f Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
R
E
C
A
P
I
T
U
L
A
T
I
o
N
5
1. Real Estate (Schedule A) (1) 113,000.00
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
S. Cash, Bank Depos.s & Miscellaneous Personal Property (s) 10,526.23
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
o Separate Silting Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
8. Total Gross Assels (totai Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 14,095.80
10. Debts of Decedent, Mortgage Liabilities. & Lions (Schedule I) (10) 3,693.88
11. Total Deductions (total Linos 9 & 10) (11)
12. Net Value of Estate (Lino 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Sub'ect to Tax (Lino 12 minus Lino 13) (14)
105,736.55
'~_DFFICIAL U$EONLY
'-,
123,526.23
17.789.68
105,736.55
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate 105,736.55
17. Amount ot Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
(lS)
(16)
(17)
(18)
(19)
0.00
4,758.14
0.00
0.00
4,758.14
x
X
X
X
.0 0
.045
.12
.15
CQPyrlght (e) 2.000 ~atm software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-001
Decedent's Complete Address:
STREET ADDRESS
108 Strayer Drive
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
4,758.14
237.91
Total Credits ( A + B + C) (2)
237.91
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
4,520.23
0.00
4,520.23
"""""',;iHiii:U1iHiU/'..
o
o
o
[RJ
[RJ
[RJ
Under penalties of perjury. I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It is true,
correct and complete. Declaration of preparer other than the personal representative is based on all InformatIon of which pre parer has any knowledge.
SIGNATURE OF ~SON RESPONSIBLE FOR FILING R TURN Donald R. Brehm
SJ~ fY. VwL' --~i~l ~~i;,':?~~--~ii~i3' ---... --- ---....... -- -----
SIGNATURE OF PREPAREROTHER THAN REPRESENTATIVE IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
.. 'carEs i;",-' FA" i 'f613..... --....................
DATE
'tp7/0;z.
o TE
For dates of death fter July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (al (1.1) (j)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (iJ)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even it the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
CopyrIght (cl 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Evelyn M. Brehm SS# 189-09-4755 10/02/2002
****************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
Signature
J2 . j! A?~
Name
Address Line 1
Address Line 2
City, State, Zip
Dennis D. Brehm
301 Union Hall Rd.
Date
Carlisle, PA 17013
///).7h t..
/ /
REV~ 1502 EX + (1-97)
SCHEDULE A
COMMONWEALTH OF PENN$YLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Evelyn M. Brehm SS# 189-09-4755 10/02/2002 21-02-952
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seUer, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 108 Strayer Drive, South Middleton Township, Carlisle - sold 113,000.00
11/18/2002 (settlement sheet attached)
TOTAL (Also enler on line 1, Recapilulation) $ 113,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Evelyn M. Brehm 55# 189-09-4755 10/02/2002 21-02-952
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash on hand 310.00
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
2
Waypoint Bank, checking account #90937806
9,086.23
3
Personal property
1,130.00
TOTAL (Also enter on line 5, Recap~ulatlon) $ 10,526.23
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
RE'J-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHEAITANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Evelyn M. Brehm
Debts of decedent must be reported on Schedule l-
ITEM
NUMBER
A.
ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
B.
2.
3.
SSI! 189-09-4755
10/02/2002
FILE NUMBER
21-02-952
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
George's Flowers
201. 40
2
Lydia Hazlett, meal
165.00
3
Rev. Eric Shaffer
50.00
Year(s) Commission Paid:
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
6,100.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
257.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Linden Hall Antiques
85.00
3
Register of Wills - filing fee
25.00
4
Settlement charges on real estate sale
7,045.40
5
The Sentinel - Legal - estate notice publication
92.00
TOTAL (Also enter on line 9, Recapitulation) $ 14,095.80
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV~ 1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelyn M. Brehm
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSft 189-09-4755
10/02/2002
FILE NUMBER
21-02-952
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Hirsh Brothers, entry door
AMOUNT
842.70
2
Millers Home Improvement, door installation
194.69
3
Omega medical Lab.
36.00
4
PP&L
86.03
5
Sarah A. Todd Memorial Home
2,230.30
6
Smart Clean
144.00
7
South Middleton Township Water Authority
103.95
8
Sprint Telephone
56.21
TOTAL (Also enter on line 10, Rec.p~ul'lion) $ 3,693.88
(If more space is needed, insert additional sheets of the same si2e)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHEA1TANCETAX RETURN
RESIDENT DECEDENi
ESTATE OF
SCHEDULE J
BENEFICIARIES
Evelvr M. Brehm
SSIf 189-09-4755
10/02/2002
FILE NUMBER
21-02-952
R10LATlUNSHIP TO DECEDENT AMOUNT OK SHARE
Do NotListTrustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON<S) RECEIVING PROPERTY
I. T MABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a}(1.2)]
1
Dennis D. Brehm
301 Union Hall Road
Carlisle, PA 17013
Son
1/3 remainder
2
Donald R. Brehm
710 Mt. Rock Road
Carlisle, PA 17013
Son
1/3 remainder
3
Vance W. Brehm
~~Stormy Lane
Bend, OR 97701
Son
1/3 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 1a, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, InC.
Form REV-1513 EX (Re.... 9~00)
LAST WILL AND TESTAMENT
I, EVELYN M. BREHM, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
I. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my three
sons, Donald, Vance and Dennis, share and share alike. If any of my sons are not living at the
time of my death, his share shall be divided equally between his wife and children, share and
share alike.
4. I nominate and appoint Donald R. Brehm, Vance W. Brehm and Dennis D. Brehm to
be the executors of this my Last Will and Testament; they are to serve as such without bond.
S. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 28TH day of
April, 1997.
r' ,.
/' ;;.,
.-"'/ - ~ ," '---1.t:.~"/ _ - >:' -
vc'.t:e'h,/ 0/ !~)/> F~-yJs'EAL)
EVE! YN M. BREHM
Signed, sealed, published and declared by EVELYN M. BREHM, the above named
testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, EVELYN M. BREHM, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and 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 that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness 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 constraint or undue influence.
r:-I ia. -Vi.. c...,./) - " .....
((~~~~/~'~dIi~Xj ,'L-Oh!/
e7li // ~.4~~
C~RYL L. CLELAND
~~tto~k(jJ ~
COMMONWEALTH OF PENNSYL VANIA
.' SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, EVELYN M. BREHM, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 28TH day of April, 1997.
"3. d"'-.
tary Public
Notarial Seal
Roger B. Irwin, Notary Public
Carlisle 80ra, Cumberland County
My Commission Expires Oct. 3, 2000
Mambtlf, Pl'Innl!lYIVilnla AssoclallOn of Notaries
A. H.U.D. SETTLEMENT STATEMENT B.LOAN TYPE: 115 yr conv fixed @ 5.500%
OUR FILE #: RE02-287 LENDER: USAA Federal Savings Bank
C.This form is furnished to give you a statement of actual settlement costs. Amounts paid
to and by the settlement agent are shown. Items marked P,O.C. were paid outside closing.
D. NAME OF BORROWER: E. NAME OF SELLER:
Bruce V. Gronkiewicz Estate of Evelyn M. Brehm
Mary F. Gronkiewicz
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: i. SETTLEMENT DATE:
108 Strayer Drive Carlisle PA 17013 DUNCAN & HARTMAN, P.C. Monday 18-Nov-02
1 IRVINE ROW
South Middleton Township Cumberland County CARLISLE, PA. 17013 4:00 p.m.
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100 GROSS AMOUNT DUE FROM BORROWER .00 GROSS AMOUNT DUE TO SELLER
101 Contract Sales Price $113,000.00 .01 Contract sa198 price $113,000.00
102 Personal Property 0.00 .02 Persona-l Property 0.00
103 Settlement charges .(line 1400) 3995.96 '03
10. 0.00 .0.
105 Adjustments items prepaid by selllSir:
Adjustments items prepaid by seller: .05 Loca-l taxes to 31-09C-02 26.44
10. Local taxes to 31-Deo-02 26.44 .0. Assessments
107 Assessments to .07 School taxes to 30-Jun-QJ 657.59
10. School taxes to 30-Jun-03 657.59 .0.
10' H.O. Assoo. . to 01-080-02 31.56 '0' H.O. Assoo. ta 01-090-02 31.56
120 GROSS DUE FROM BORROWER 117711.55 420 GROSS DUE TO SELLER 113715.59
200 AMOUNTS PAID BY OR FOR BORROWER 500 REDUCTIONS IN AMOUNT DUE TO SELLER
201 Deposit ar Earnest Money 2000.00 501 Excess deposit
202 New Mortgage Amount; USAA Federal Savings 89600.00 502 Settlement charges 7045.40
203 Existing loans takliln SUbjlilct to 503 Existing loans taken
20. SO, 0.00
205 Application Deposit 350.00 50S
20. 50.
207 507
Adjustments far items unpaid by seller SO,
210 Local Taxes to 18-Nov-02 0.00 Adjustments for items unpaid by Seller
211 Asslilssments to 510 Local taxEls 18-Nov-02 0.00
212 School Tax8s to 18-NoY-02 0.00 511 Assessments to
215 512 School taxes to 18-NoY-02 0.00
216 513
217 514
220 TOTAL PAID BY BORROWER 91950.00 520 TOTAL REDUCTIONS SELLER 7045.40
300 CASH FROM/TO BORROWER '00 CASH TO/FROM SELLER
301 Gross amount due from borrower 117711.55 .01 Gross llmount to seller 113715.59
302 Less amounts paid by/for borrower 91950.00 .02 Reductions to seller 7045.40
303 CASttfROM Cl"OF BORROWEA: .. $25,761.55 60~<CASHTO(fROMFSe;~lER: $106,670.19
I have carefUlly reviewed the HUD-l Settlement Statement and to the best of my knowledge
and belief, it is a true and accurate statement of all receipts and disbursements made on
my account or on my behalf and I have received a copy of
t(;:J HUD-l for my r:;c~rdl~_
---'Is.;I.fJJ:!':'Q~JL !f(:L~~_______
~~~:~~~~~~A~~~L~ ~___
PAGE #2 HUD DISCLOSURE/SETTLEMENT STATEMENT
PAID BY
BORROWER
PAID BY
'SELLER
700 TOTAL REAL TOR'S COMMISSION 5% X $113,000.00 5650.00
701 Listing Agency: ERA-NRT, Inc, $5650.00
702 Selling Agency:
703 Transaction Fee: ERA-NRT, Inc. 100,00 100.00
800 ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Origination Fee USAA Federal Savings Bank 0.00
802 Loan Discount USAA Federal Savings Bank
803 Appraisal Fee USAA Federal SavinQs Bank 145.00
804 Credit Report USAA Federal Savings Bank 11.25
805 Processing Fee USAA Federal Savings Bank 400.00
806 Document Preparation Fee
807 Flood Certification USAA Federal Savings Bank 17.00
808 Tax Service Fee USAA Federal Savings Bank 85.00
809 Application Fee POC $350,00 USAA Federal Savings Bank POC
810 Overnight Mail Charges: Duncan & Hartman, P .C. 0.00 0.00
900 ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE
901 Interest @ $13.69/day from 18-Nov-02 to 01-Dec-02 177.96
902 Mortgage insurance
903 Hazard Insurance
904
1000 RESERVES DEPOSITED WITH LENDER
Escrows collected: # mos. due: X $ per mo.:
1001 Hazard insurance 0 0.00 0.00
1002 Mortgage insurance 0 0.00 0,00
1003 County/Local taxes 10 18.70 187.00
1004 School taxes 6 89.29 535.74
1005 Aggregate Adjustment (Inltltal Escrow Deposit $648.00) -74.74
1100 TITLE CHARGES
1101 Settlement or closing fee:
1102 Abstractor title search:
1103 Title Review: 0.00 0,00
1104 Title insu rance binder:
1105 Document preparation:
1106 Notary fees: Notary 10.00
1107 Attorney's fees: Irwin, McKnight & HUQhes 0.00 POC
(includes above item numbers):
1108 Title Insurance: WILLIAM A. DUNCAN, AGENT FOR FIDELITY NATIONAL TITLE 1123.75
(includes above item numbers):l 101-1104 End 1003008.1 Condo $200
1109 Owner's coverage $113,000,00 $923.75
1110 Lender's coverage $89,600.00
1111 Insured Closing Letter Fidelity National Title 35.00 0.00
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 0.00
1201 Deed 38,50 Mortgage 74.50 113.00
1202 Release/Satisfaction 0.00 Assignment/Stip 0.00 0.00 0.00
1202 County/Local transfer tax (1 %) 1130,00
1203 Pa. State transfer tax (t %) 1130,00
1300 ADDITIONAL SETTLEMENT CHARGES
1301 Re-Sale Certificate Property Management Inc, 37.50
1302 Pest/Home/Radon inspection: POC $325.00 South Central Pa Home Inspection POC 0.00
1303 Water & Sewer Reading: #010097 SMTMA 48.95
1304 Homeowners Association Fee Forest Meadow Condo Assoc. 78.95
t400TOTAUSETTLEMENtCHARGES: 3995.96 7045.40
(also entered on line 103 for Borrower; line 502 for Seller)
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17013
717-249-1978
To: Roger B. Irwin, Attorney
60 W. Pomfret Street
Carlisle, PA 17013
From: William G. Rowe, Appraiser
211 Old Stone House Rd.
Carlisle, PA 17013
Re: Personal Property Appraisal
Estate of Evelyn M. Brehm
108 Strayer Drive
Carlisle, PA 17013
Date: October 17, 2002
LIVING ROOM
Sofa/chair $110.00
Nest of stands $30.00
Lamps (3) $15.00
End stands $25.00
Vase $5.00
Round stand $20.00
TVlcabinet $50.00
Knick knacks $15.00
Occasional chair $10.00
Wall hangings (prints) $15.00
CLOSET
Sweeper $20,00
Misc. housewares $40.00
KITCHEN
Potslpans $10.00
Small appliances $15.00
Halls pottery $35.00
Flatware $5.00
Bakeware $5.00
Antique dishes $30.00
Misc. housewares $1000
DINING ROOM
Tablelhutchl4 chairs $175.00
Mahogany stand $25.00
Upholstered chair $10.00
Antique plates $30.00
Wall hangings $10.00
Misc. housewares $10.00
BEDROOM
Bedroom set - 5 pc. $150.00
Sewing machine $5.00
Brehm Appraisal 1 1011712002
Lamps
Knick knacks
Costume jewelry
BATHROOM
Hamper
Bedding
Pictures
Towels
BEDROOM
Bedroom set - 3 pc.
Chair
Wall hangings
GARAGE/PATIO
Patio set - plastic
Gas grill
Misc. tools
Lawn chairs
Misc. household
TOTAL
$5.00
$10.00
$5.00
$5.00
$10.00
$5.00
$5.00
$125.00
$5.00
$10.00
$25.00
$15.00
$10.00
$5.00
$10.00
$1.130.00
William G. Rowe
......-............--..i-__._ _,-",
Brehm Appraisal
2
J"
..I ---,.
10/17/2002
Y'l Way~qi!'Kt
LOOK FOR US. WE'LL GET YOU THERE.
10/24/2002
IRWIN MCKNIGHT & HUGHES
60 W POMFRET ST
CARLISLE PA 17013
~~CG~UWa~
OCT 25 2002
The information which you requested on the account(s) of EVEL YN BREHM
(Social Security Number 189-09-4755) is/are as follows:
IRWIN, McKNIGHT & HUGHES
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
90937806
CHECKING
04/14/99
9086.13
.10
9086.23
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Account Number
Class of Account
Date Opened
, Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
~;kcl
SENIOR SERVICES REP.
P.O. 80x 1711. HARRISBURG. PENNSYlVANIA 17105-1711
Toll Free 1-866-WAVPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com
Inventory of the real and personal estate of
EVELYN M. BREHM
deceased
1. 108 Strayer Drive, South Middleton Township, Carlisle - Sold 11/18/2002.
TOTAL................. .
113,000 00
310 00
9,086 23
1,130 00
1123,526 23
I
f
I
2. Cash on Hand . . .
3. Waypoint Bank - Checking Account #90937806
4.
Personal Property. . . .
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'I
J
55:
Donald R. Brehm and Dennis D. Brehm
according to law, deposes and says that they are the Executors
of the Estate of Evelyn M. Brehm
late of _SO\lt~-':!i<ldlE!.t_oll_ToFI1"h!P .. ___.___~, Cumberland County, Pa., deceased and that the
within is an inventory made by Donald R. Brehm and Dennis D.._Brehm, the said Executors
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
sworn
Sworn
and subscribed before me,
fia~~J~E~-
710 Mt. Rock Road
Carlisle, FA 17013
-L2~ t2 LZd
Dennis D. Brehm
301 Union Hall Road
Carlisle, PA 17013
10 2002
N . Seal
SICqueline L. Drawbaugh. Notary Public
Carlillo Bero, Cumberland COUDlY
M)' Commission Expires Aug. 14. 2003
MImIlII. Pennaylventa_atlonolNolaries
02
Day
Month
Y.ar
Date of Death
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
-M
..c::
"
~ UJ
>- 0 .." '" '"
E-< .. 0;
I- w $ ~
'" .... <:l .. ..... 0
>- w <( .. ;:l ::0
N a: 0.. .... '" 0 u 0;
or) 0 V'I '" ... .. ..
'" 0 w w pO '" C '" '" >- ..."
I :r: '" .... .. ..
N I- 0.. "" 0.. C
I- ....J U. .. ~ E-<
0 Z -< 0 ;.: "" 0.. <:l 0 0;
I u. ....J -M ..... :t: 0
.... W 0 -< w Z ;.: ,;.
'" :>-< H
N > Z >< - ... ~
Z 0 ,..., ..c:: c H
C '" ... ~
V'I z :> ;:l 0 u
.; '" U . ;.:
Z w -< '" 0 ... pO
0.. UJ .." .
C ... Z
.. '" H
- -.: ~
0 " 0
.J> .." ... '" H
" E ..! 0
-
.. ~ 0
....J U u: CD
\..
/'7-?~ -7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVlDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEIIENT, ALLOWANCE OR DISALLOIIANCE
OF DEDUCTIONS AND ASSESSIIENT OF TAX
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17~~~
~!i I,. -' i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-28-2003
BREHM
10-02-2002
21 02-0952
CUMBERLAND
101
*
REV-150 EXAFP Ul-llS)
EVELYN
M
A.aunt ReMitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ......
iiifli=is'4j-EiC"j:jo--foY=03Y-NOT"icniF-YNHEifii'ANCrTAiri.-pjiRAisEi'-EN1:~--"Ll-oiiANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BREHM EVELYN M FILE NO. 21 02-0952 ACN 101 DATE 01-28-2003
TAX RETURN liAS: (X I ACCEPTED AS FILED
CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~i9ures that include the total gf ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 at Spousal rate (15)
16. Aaount of Line 14 taxable at lineal/Class A rat. (16)
17. ~ount of Line 1~ et Sibling rete (171
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
TAX C
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedul. A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. C.sh/Bank Deposits/Hisco Personal Property (Schedule El
6. ~ointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8. Total Assets
III
(21
(31
(~I
(51
(61
(71
113,000.00
.00
.00
.00
10,526.23
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule Hl
10. Debts/Hartg.g. Liabilities/Liens (Schedule Il
11. Tote1 Deductions
12. Net Value of Tex Return
13. Charitabl./Gover~8ntal Bequests; Non-elected 9113 Trusts (Schedule ~)
14. N.t Value of Estate Subject to Tax
(91
1101
14,095.80
3.693.88
(Ill
1121
1131
1l~1
NOTE:
.00 X
105,736.55 X
.00 X
.00 X
+
INTEREST/PEN PAID (-I
237.91
AIIOUNT PAID
4,520.23
DATE
11-27-2002
NUIIBER
CD001897
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
119)=
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax payment.
123,526.23
17.789 itR
105,736.55
.00
105,736.55
.00
4,758.14
.00
.00
4,758.14
4,758.14
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYIIENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU IIAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORtI FOR INSTRUCTIONS. I
/?- /y- F
\.. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
DEPT. Z806Dl
HARRISBURG~ PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
UV-IU1EX UP {D1~Ul
AMY J MENDELSOHN
RHOADS II SINON
PO BOX 1146
HARRISBURG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-21-2003
NEAR MAN
09-21-2001
21 01-0952
CUMBERLAND
101
LESLEY
E
A.OUlf Renitted
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your 8ccountl subnit the upper portion of this forn with your tax p.y..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv=il.iWEx--AFP--foFo3Y------.iij(-iNHERITANcri'Air-51'ATEHEti;:-(i"-ACCOliNT--;;..---------------------
ESTATE OF NEARMAN LESLEY E FILE NO. 21 01-0952 ACN 101 DATE 01-21-2003
THIS STATEHEHT IS PRDVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACH IH THE HAIlED ESTATE. SHOIIM BELOlI
IS A S~ARY DF THE PRIHCIPAL TAX DUE, APPLICATIOH DF ALL PAYHEHTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PRDJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-11-2002
PRINCIPAL TAX DUE: .....______......______.
2,462.55
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-06-2002 WRITE OFF .00 31.09
11-08-2002 CDOO1827 .00 2,462.55
12-12-2002 CDOO1943 25.45- 25.45
TOTAL TAX CREDIT 2,462.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' ICR),
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
(}
~~
Name of Decedent:
EVELYN M. BREHM
Date of Death:
October 2. 2002
No. 21-02-0952
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: --X- Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
:.J .,~
1fl6/4103
N '''.'''<.(
.. Ll.
,;;:2(f' ~
IRWIN, McKNIGHT & HUGHES
Roger B. Irwin ESQuire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Date:
CL
",
::...~, ;~
:;;:a:
tr
N
~ )
:z ii
=>
-, (iJ
," ..a
p .::s=
"'-
~::;
:;0
Capacity:
X
Personal Representative
Counsel for Personal Representative