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HomeMy WebLinkAbout01-0228 PETITION FOR PROBATE and GRANT OF LETTERS (;)I-DI- ~;;2 8 Estate of Frank F. Brandt also known as No. To: Register of Wills for the , Deceased. County of ("nmnprl ",nn in the Social Security No. ?Ol!l_()~-~ 1 At; Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated December 13. and codicil(s) dated named , 19.1l!.- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberl i'lnd County, Pennsylvania, with h is last family or principal residence at 210 Big Spring- Road. West; Fennsboro Twp. N ~""d 1 1 P, P ll. 1 7? 4 1 (list street, number and muncipality) Decendent, then 98 years of age, died February 22. 2001 , ~ ~ Gr~~n Ridg~'Villi'lge 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: no exceptions Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ /.'),000 00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) prec;ented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. V> ~ o u c: o ~--;;;- V> ~ 0'- lXO c: -00 c:'= cu'=: 3~ 0.... 50 0; c: OJ) iii :/f~ ~ 0 ,d? ~ ~ f"\. ~ ranklin R. Brand't 208 Garland Drive Carlisle. FA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1.- ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affjrm(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 represen- tative(s) of the above decedent petitioner(s) will well and trul administer the estate according to law. . I .. ~ OQ' :::s l::l - s::: ~ ~ "" I -"7 I I ':\-,\€-6 ~z - 2, - C \ No. '?1 - 01 - ((8 Estate of Frank P. Brandt , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 28 tt 7.001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated December 13, 1984 described therein be admitted to probate and filed of record as the last will of Frank P. Brandt and Letters testamentary are hereby granted to Franklin R. Brandt Probate, Letters, Etc. ......... Short Certificates(5 ) . . . . . . . . . . Renunciation ................ X-Pages JCP Filed FEES rfAJ~(}!I?v=, ~~n4-Lj' o Register of Wills V0 Y LEW --r ~ $ 60.00 $ 1 S . 00 $ $ 6 . 00 f;j.00 TOTAL _ $ 86.00 ........ X~.B.~V~~.X '?~'" .~99.1...... ATTORNEY (Sup. Ct. l.D. !'Io.) T or P. Andrews, Esqu1re, 15641 78 West Pomfret Street ADDRESS Carlisle, PA 17013 (717) 243-f'lp3 PHONE Letters put in attorneys file in Prothy on 2-28-01 0\.805 REV 9/86 This is to certifY that the information here given is correctly copied from an original certitlcate of death dul~ tlled with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Oftlce for permanent tll111g. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 6948360 No. li.~~. ~~~~~ Local Registrar FEB 2 3 2001 Date Hl0S.14JA8'I.2f87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NT ~. NT It( NAME" OF OECfOENT /FIf$f, M~. 1.., 1. Frank P. AGE ILaslB'f'1f\(Iav) UNDEA 1 YEAR MontrIs O'VS BlRTHP\.ACE. \Cory ilt"od Stale 01 FCte.gn CounlrV) Brandt UffO€R t OM . ~ MlncAft .. COUNTY OF DEATH N M (Ill"1Olll'\5l't\J11ol'\.or..e ~\ ...G'Cee,r"' K\d ""'8 OECEDENT EVER IN U.S. ARMED FORCES? 'IUD ...Ck 12. 13. Cumb W. ... DECEDENT'S USUALQCCUMIOH KWDOF BU$INESS/'IHOUS1RV (~-=:::OC::~:.1.:'i' . ilL Farmer "o. DECEOENT'S MAILING AOORESS (StrMl CfyITown. Stale. Z'PCodel 17..St... Pa 210 Big Spring Rd DECEDENT'S ACTUAl. RESIDENCe cs.............. onOlhe'tSfde>. 1lb. ("nm h Did 11c.O ....-....... j,T - he.,. -. ,...0 :"'''''::'::'.. MOTHER'S NAME iFirst. M.ddt. M-'en SutnM1ll) _. ~ oue 10 lOR AS A CQNSE.OUENCE OF}~ t b. c. d. WERE AUTOPSY FINDINGS A\tVl.A8LE PAN:lA 10 COMP\.ET1ON ~ CAUSE OF DEATH? DUE 10 toR AS A CONS~OU~NC~ on DuE 10 toR AS A~OU~NC~ Of)' MANNER OF DEATH CAlE OF INJURV (Monlh. Oav. 'Ur) ~ o o =Iy/O RACE:..-.rMnCan lndittn. Black, White. ele. '_I white ,.. SURVMNQ SPOuSE 1".........~~NWneI P9t:lt:l~boro _. A e I Approximat. '-- : QnMf 1M dnCtt , I PART II: Othersigtlifltant~ conb'iI:luIIn9todeeth. but: naI""ing in CM~C*lMQlWninPAAT I. ~ TIME OF fHJuAV INJUAl' AT WOAJ<7 DESCRleE HOW INJURY OCCURReD. HomM:ide Pending hwest.tlon o o o ~OFfNJUR"'Alhonw.tvm.st'HI.,ac1Ofy.otfjc. M. buiIt:lIng. ..c. lSpecty) _. ........ No~= -.-0...:/ ....0 - ..... CER'T1F1.flIlCt-<<It only on<e} -CEJn'JFYINQ PHYSICIAN (Phy5lC"" e~ c:touM r:J 0Nth 'M\eI"o ~tl" DhvSICoan Nis P'OtlOunced dealtl aoa c:ompleted"ern 23) To 8M beet ot "" knowledge, ~alh 0<<,,"", d\M" \tM CMfM(S) and maMer.. .tated. . . .. . . . . . . . . . . . . . . . . . . Couk:I not be detenntned ZO. ..I'fIIOtr4OUNCING AND CERTifYING PHYStClAH If'hy5lClan bOlt! Ui'onounclt\g oed'land ~"Y"'9 tocaustol ~.!Ilh' To the blMt 01 "'y knovrrfedgfl. death OCCu<<H ar Uw a.n.. dat., .Ml pi..:., and due to the cauM1s) and manner.. S'a'".. . . . . . . . . . . . . . . . . . "MEDlCA.L EXA.MfNERlCOROHEA On the ba-.l. of eumin_Uon and/or invutlgatiOn. in my opinion. d..th otcurr.d.t the time, dale, and pl.ce, and du. ro 'M c..use(s) and "'_nner.. atated......................................................................................... ........ ".. REGISTRAA'S SIGNATURE 8!R ~. ~~~~ ~II~\IOI .... 0 ...0 ,1b. lICENSE NUMBER O,;fE SIGHED (Mor1lrl. 0.,. -., 0"..6)"01 )/(0;<' 31..~2.14 i1 r ~1=)~f~~:'1)f JR~~g~it.rEDCAUSEOFDEATH loa f. {./ I G r./ On. /V(;Wv'IL-L-tf I/J /72'(( :'EFJLEO'...onlh~~ ,<<~ Cl,(Jt) l ~ J ~ 1 Jut WiU anb &sfanttnt nt FRANK P. BRANDT I, FRANK P. BRANDT, of Upper Mifflin Township, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. ITEM I: I devise and bequeath the residue of my estate of every nature and wherever situate as follows: One-sixth (1/6) thereof to be divided by my daughter, Marian A. Nelson and her children, with Marian A. Nelson to receive one-half (~) of the one-sixth (1/6) share and her children to divide equally the remaining one-half (~) of the one-sixth (1/6) share; one-sixth thereof to be divided by my daughter, Carol E. Hershey and her children, with Carol E. Hershey to receive one-half (~) of the one-sixth (1/6) share and her children to divide equally the remaining one-half (~) of the one-sixth (1/6) share; (1/6) thereof to my daughter, Jean L. Bowman; one-sixth (1/6) thereof to my son, Franklin R. Brandt; one-sixth (1/6) thereof to my son, Dana P. Brandt; and the rema~n~ng one-sixth (1/6) thereof to my son, Larry J. Brandt. Should any of my children predecease me, I devise and bequeath his or her share to such deceased child's issue, per stirpes, and if said deceased child shall have no issue then living, I direct that such share shall be added to the shares established herein for my other children. ITEM II: I appoint Franklin R. Brandt, of Carlisle, Pennsylvania, Guardian of any property which passes either under this Will or otherwise to a m~nor child of Marion A. Nelson. ITEM III: I direct that all taxes that may be assessed ~n consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. Page 1 of 2 ITEM IV: I appoint my son, Franklin R. Brandt, as Executor of this my Last Will. IN WITNESS WHEREOF I have hereunto set my hand this I~ day of ~ , 19 8 If. ~ (R f~~ Fr~k P. Brandt {~ /i &~~J Wi tnffsS v' I ,1, (j/ ~ ;u , 'i rAo W, r+~ r;;f ~~ . Per I ,-2 t cJ ~j if C~~(ijJ!Jo / f/l I Page 2 of 2 COUNTY OF CUMBERLAND: ss COUNTY OF CUMBERLAND: I, Frank P. Brandt, Testator, whose name ~s signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. l} - ~4 ~ /3~~/- Sworn or affirmed to and acknowledf)d before Brandt, the Testator, this /s!1-day of /.-/j(!~f/li)..ef(.. me, by Frank P. , 1984. (SEAL) ~ (! .-/;llIJ (( No tary Pub 1 ic Sl1t,W1 c. F~r:NSEL. l~<)I"iY PutUc CariiS!,i. Gumber:z..~j Ce., PI' Mv G(immi:~zi;}il EJI.pirllS August 22. 1987 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND We, ~L/(Gr l? ;JvtJr-ew c; and O<::>ro Iyv\ ie-\. <::; p the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us ~n the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no contrainst 'f ij nSworn and affirmed to. and subscribed to be.fore .-1pj iF t/-/Jri1Lu.o d A J' . "#..: J' and (;.Mr~' vlitnesses this /3 day 1984. c;;i'. " (SEAL) .U1LC1L (/ ~Vhr-\ Notary PubllC .).,>.~ SI1~'M" C fPc:N!'E\.. . UlnV Garii~~~'. 6'uF;h;'r'\~j' co '. ." 1 M,! \)':11rr"~~>"'1 A;;gu:: 22. 19d me bJ? of i/tlf1lh11 ~ CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Frank P. Brandt Date of Death: February 22, 2001 Will No: 21-01-0228 To the Register: I certify that notice of beneficial interest 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 Apri11 0, 2001: Marian A. Nelson Blake Nelson Kelly Perkins Kristin Nelson Aaron Nelson Mrs. Carol E. Hershey Tracy Hershey Lorene Jones Mrs. Jean L. Bowman Franklin R. Brandt Dana P. Brandt Larry 1. Brandt Date: AprillO,WO 1 Taylor P. Andrews, Esquire 78 West Pomfret Street Carlisle, P A 17013 Phone: 717-243.0123 Capacity: Counsel for personal representatives Notice has now been given to all persons entitled ther v5c G. /~-';;;/3-/1 OFFICIAL USE ONLY REV -1500 INHERITANCE FILE NUMBER TAX RETURN RESIDENT DECEDENT 21 01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 w <( ~~(J) U"'''' wo.U IOO uIl::"" 0.'" 0. <( 9. Lit'9'tion Proceeds Rec'd 10. Spousal Poverty Credit 11. Election 10 tax wi Sec. 9113(A) lWmr$.lilATllmWil$I5BcITit$k'tilRe&Wi\t!\~jjjllC' ."i:NliaICifimIMtiOJ.lMbijltrMmi'; "iJilMi .'~:1itHJilli@{WM;Hi NAME: COMPLETE MAILING ADDRESS: Taylor P. Andrews, Esq. FIRM NAME: I- Z W o W o W o DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Brandt, Frank p, DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YV) 2/22/01 7/9/03 (IF APPLICABLE) SURVIVING SPOUSE'S NAME 0228 COUNTY CODE YEAR NUMBER 1. Original Return 0 2. Supplemental Return 4. Limited Estate 0 4a. Future interest Compromise 6. Decedent Died Testate 0 7. Decedent had living Trust SOCIAL SECURITY NUMBER 204-03-3185 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return o 5. Fed. Est. Tax Retum Req'd _1_8. Total number of SOB's Taylor P. Andews, Esq. Andrews & Johnson 78 W. Pomfret St. Carlisle, PA 17013 $0.00 $0.00 OFFICIAL USE ONLY I- Z W D Z o 0. en w Il:: '" o U Andrews & Johnson TELEPHONE NUMBER 717243-ll123 $0.00 $61,751.16 $0.00 (8) $61,751.16 $11,224.59 $142.01 $11,366.60 $50,384.56 (11) (12) $50,384.56 x.o_ x.045 x.12 x'15 $0.00 $2,267.31 $0.00 $0.00 $2,267.31 z o 5 ::) l- e:: '" o W 0:: (1) (2) (3) (4) (5) (6) (15) (16) (17) (18) (19) 1. Real Estale (Schedule A) 2. Stocks and Bonds (Schedule B) 3.Closely Held Corporation, Partnership or Sole-Prop. 4. Mortgages & Notes Receivable (Schedule OJ 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) 6. Jointly OWned Property (Schedule F) o Separate B/lUng Requested 7. Inter-Vivos Transfers & Misc. Non~Propate Prop. 8. Total Gross Assets (Iotallines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) 10. Debts of Decedent, Mortgage liabilities, & Liens 11. ToIal Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject 10 Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under SOO.91 16(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate (7) (9) (10) z o ii I- ::J 0- lE o () ~ ,... $50,385 $0 $0 "~ :'it,~wf~~{Jt~~Wt.iitt#~{ Decedent's Complete Address: STREET ADDRESS 210 Bin 8orin!! Rd. IlY STATE ZIP Newville PA 17241 TotallnterestIPentalty (D+E) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $2,267.31 A. Enter the interest on the tax due. (SA) B. Enter the total 01 Line 5 + SA. This is the BALANCE DUE. {5B} $2,267.31 Make Check Payable to: REGISTER OF WILLS, AGENT ~~. .ll :3r ;1:u;,ii,11i1[a.i l:~l ;; l PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. O\d decedent make a transfer and: yes no Tax Payments and Credits: 1. Tax Due 2. Croons/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts (1) Total Credits (A+B+C) (2) 3. InteresUPenalty If applicable D. Interest E. Penalty (3) (4) a. retain the use or income of the property transferred: b. retain the right to deGignate who shall use the property transerred or itS income: c. retain 8 reversionary interest: or d. retain the promise for life of either payments or care? 2. if death occurred after December 12, 1982, did deoedent transfer propertywilhin one year af death without receiving adequate consideration? 3. Did decedent own an ''in trust for" or payable upon death bank account or 6eCUfity at his Of her death? 4. Did decedent own an Individual Retirement Account, annuity, Of other r1Ofli)robate property which contains a beneficiary disignation? CJ CJ CJ CJ CJ CJ CJ $2,267.31 $0.00 $0.00 ~ ~ ~ ~ ~ ~ ~ IF THE ANSWER TO Nf'( OF THE ABove QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FllE IT AS PART OF THE RETURN. rerhasan Under penalties of pefjury, I declare that I hIIve examined this return, including accompanying schedules IInd statements, 1100 to the best of my knOINIedge IInd belief, it is true, correct and complete. DATE (, DATE For dates cAdeath on or after July 1,1994 and before January 1, 1995, the tax tate imposed on the net value oftransfelS to or fot the use of the surviving spouse is 3'160 [72P.S. Sec. 9116(a)(1.1)(I)1. FOf"dates of death on or after January 1,1995, the tax rate imposed on the net value oftransfer$ to or for the use of the surviving spouse is 0% [72 P.$. See. 9116(a)(1.1)QI)]. The staMe does not exempt a transfer to II surviving spouse from tax, and the statutory requiflm'leOtS for disclosure of assets and filing 11. tax nrtum are still aPPlicable even if the survTving spouse is the only beneficiary. For date:;. of death on or after JulV 1, 200(1: The tax rate imposed on the net value of transfers from a deseased child twenty-one yurs of age or younger at death to or for the use of II natural parent, an IIdopt,ilM pacem. or II stepparent of the child is 0% (72 P.S. Sec. 9116(a)(1.2)). Thew rate imposed on the netvalue01 transfer5 to or for the use of the decedent's lineal be~is.4.5<V., ~u noted In 12 P.$, Sec. 9118(1.2) rn P.5. Sec.9116(a)(1). The tax rate imposed on the netYIIlue of tran&fers to or for the use of the decedent's slblings is 12% (72 P.5. Sec.9116{a)(1.3)]. A sibling is defined, under Section 9102, as an indiv\O\la\ Wno hu at \eut one parent in oommon with the dececlent. whether by blood or adoption. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Brandt, Frank P. (All property jointIy-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 21-01-0228 VALUE AT DATE OF DEATH I Fanners National Bank Checking Account 2 Fanners National Bank Certificate 3991027 3 Farmers National Bank Certificate 3990552 4 Fanners National Bank Certificate 3990359 5 Fanners National Bank Certificate 3990194 6 Balance on Account at Green Ridge Village 7 Matured endowment policy 11404471 wi Equitable 8 24 coins - mostly half dollars $7,031 $5,484 $23,063 $10,219 $lI,450 $1,056 $3,409 $38 TOTAL (also on line 5, Rocapitulation) $61,751 ; ';i.'.<~~ " '-""'- - '-.' ,~,' '.,. . "'.... ;'<."., ..,.."", ...,,,.,,,., FARMERsN1\TIONAL BANK OF NEWVILLE A.Dil1Uiou/AJArmOlmiyNdh0f$4([Jdnl: March 15, 2001 Taylor P. Andrews, Esquire Andrews & Johnson 78 West Pornfret Street Carlisle, PA 17013 RE: Estate of Frank P. Brandt Dear Mr. Andrews: Mr. Brandt had the following accounts in this bank, all of which were in his name alone - NOW checking account #22-365-4 opened 8/29/96 with a balance as of February 22,2001 of $7,014.35 plus 16.84 accrued interest; Certifica!:e#3991027,'Burial fund dated 1/19/01-- $5,463.00 with 28.21 accrued interest; Certifi!'ate;QS990552 dated 4/Hi~\l9-' $22,OOO~00with1,063.28 accrued interest; Certifica~e$~~?9,0359 dated 10/1/98 -$10,OOO~00 with 2t~.91accrued interest; C'l\Ftifi"a!:J'i'!1.~~~9194'dated 5/25/98-$10,989.61 with460~38:'lIccrued interest, , '~'i;! ;"=';~" . ,'; "" .' . Mr. Brart!l.t also had a safe deposit box /1291 which waS joint with Fran~lin R~.Brandt and'was opened 4/29/97. Sincere 1y yours, ~f!h Executive Vice President/ACNB P.O. Box 156.Newville.PA 17241' (717) 776-5312 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Brandt, Frank P. (All property jointly-owned with Right ofsurvivol'Ship must be disclosed on Schedule F) 21-01-0228 C. ITEM DESCRIPTION AMOUNT NUMBER -. Funeral Expenses: 1 Eggar Funeral Home, Inc. $5,484 2 Administrative Costs: 1 Personal Representive Commissions $3,000 Social Security Number of Personal Representative: 2 Attorney fees to Andrews & Johnson $2,200 3 Family Exemption Claimant Relationship: Address of Claimant at deoedent's death: Street: City: State & Zip 4 Probate Fees to Register ofWilIs $160 Miseellaneons Expenses: 1 Carlisle Sentinel - Legal advertising $91 2 Cumberland Law Journal - Legal advertising $75 3 Eby Granite Works - Memorial $215 TOTAL (also on line 9, Recapitulation) $11,225 A. B. SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Brandt, Frank P. 21-01-0228 ITEM DESCRIPTION NUMBER AMOUNT 1 Rx Continuing Care - Rx bill $61 2 Graham Medical Clinic - Dr. bill $26 3 Graham Medical Clinic - Dr. bill $55 TOTAL (also on line 10, Recapitulation) $142 SCHEDULE] BENEFICIARIES ESTATE OF FILE NUMBER Brandt Frank P 21-01-0228 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSIDP AMOUNT OR SHARE NUMBER OF ESTATE I Mrs. Jean Bowman daughter 1/6 of estate 424 Star Hill Rd, Swansboro, NC 28584 2 Franklin Brandt son 1/6 of estate 208 Garland Dr., Carlisle, P A 17013 3 Dana Brandt son 1/6 of estate 39 Mill Rd., Newville, PA 17241 4 Larry Brandt son 1/6 of estate 2216 N.W. 60th St., Apt I, Seattle, WA 98107 5 Mrs. Carol Hershey daughter 1/12 of estate 380 Springfield Rd, Shippensburg, P A 17257 6 Tracy Hershey grand-son 1/24 of estate 2293 East Common St., #18, Newbraunfels, TX 78130 7 Lorene Jones grand-daughter 1/24 of estate 382 Springfield Rd., Shippensburg, PA 17257 8 Marian Nelson daughter 1/12 of estate RR7, Box 148, Manchester, KY 40962 9 Blake Nelson grand-son 1/48 of estate RR7, Box 148, Manchester, KY 40962 10 Kelly Perldns grand-daughter 1/48 of estate RR7, Box 148, Manchester, KY 40962 11 Kristen Nelson grand-son 1/48 of estate RR7, Box 148, Manchester, KY 40962 12 Aaron Nelson grand-son 1/48 of estate RR7, Box 148, Manchester, KY 40962 ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on I... 13, Recapitulation) $0 ~ 1 Ncurt 'JriIf an:n mt.afa.tlltnt nt FRANK P. BRANDT I, FRANK P. BRANDT, of Upper Mifflin Township, Cumberland County, Pennsylv~nia, declare this to be my Last Will and revoke any Will previously made by me. ITEM I: I devise and bequeath the residue of my estate of every nature and wherever situate as follows: One-sixth (1/6) thereof to be divided by my daughter, Marian A. Nelson and her children, .with Marian A. Nelson to receive one-half (-Ii) of the one-sixth (1/6) shaTe and her children to divide equally the remaining one-half (~) of the one-sixth (1/6) share; one-sixth thereof to be divided by my daughter, Carol 'E. Rershey and her childr~:n.'with Carol E. ,~'(j;:J;.~ :,:-:\'< - .',: _ : ;Hershey to receive one-half. (-\i) of the ()ne":',~'i#t:fic,,q/6). s~are and "":"~-"~""'_:<'; ....' '-, her children. to divide equally the remaining'~rie-half (-\i) of the one-sixth (1/6') share; (1/6) thereof to my daughter, Jean L. Bowman; one-sixth (1/6) thereof to my son, Franklin R. Brandt; one-sixth (1/6) thereof to my son, Dana P. Brandt; and the remaining one-sixth (1/6) thereof to my son, Larry J. Brandt. Should any of my children predecease me, I devise and bequeath his or her share to such deceased cbildts issue, per stirpes, and if said deceased ,child shall have no issue then living, I direct that such share shall be added to the shares established herein for my other children. ITEM II: I appoint Franklin R. Brandt, of Carlisle, Pennsylvania, Guardian of any property which passes either under this Will or otherwise to a minor child of Marion A. Nelson. ITEM III: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed) shall be paid from my residuary estate as a part of the expense of the administration of my estate. Page 1 0 f 2 '. ITEM IV: I ,appoint my sonJ. Franklin R. Brandt, as Executor of this my Last Will. IN WITNESS WHEREOF I have hereunto set my hand this I~ day of ~ . 198'1. ~~ (?~ (~A~ ~tP.~ Fr nk P. Brandt cZo 0X r++4 W (D~ pcp I .:J c cJ.~J. ~ {J <1A~A /",..fl{ >.j~i~{"'! . Page 2 of 2 "~",\~~~;'Ii?:' ',l:" < COUNTY OF CUMBERLAND: COUNTY OF CUMBERLAND: ss It Frank P. Brandt. Testatort whose name is signed to the attached or foregoing instrument, having been duly qualified according to lawi. do hereby acknowledge that I signea and executed the instrument as my Will; that 1 signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expre'ssed. ~ _AJp Pl /3A '" J/- Sworn or affirmed to and aCknowledfid before me, by Frank P. Brandt, the Tes.tator, this /sP-day of jJJ.~ ,1984. (!lEAL) c;ji~ Notary ~b=Sa.~Mr. CarIls....._14C<l.. PA .' "YColMll_&pIra$_~11l67 COMM~~EAtTH OF PENNSYLVANIA: COUNTYOFCUMBERLAND<.,:).~,~&!/ i. \ We, '70);.- 'f?A...i;"''..,,:''and 0;~!~~1,i' (r-',,<p th"witnesses whose names are signed to the attached or foregoing ,:Oi-',. "'," instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Will; that he signed willingly and that he executed it as his free" and voluntary act for the purpose,s therein expressed; that each of us in the heari~g and sight of the Testator signed the will as witnesses; and that to the best of o~r knowledge the Testator was at the time 18 or more years of aget of sound mind and under no contrainst ~ W~tness W' vh tness .--1P.ltI.! ~%:;; and affirmed. ty.and subs'cribed to be;zre me b7') .....J?J. . and ~~, witnesses this /,; day of iIt~/ 1984. ~/. ~ (SEAL) .l.tl..tJJL.. (l J No tartw.~NAi~L. N""" "'),. carGt!1> Cumba16:~ CC.. PA" lit ~ ExplrosAugurt 22.1981 \. / ~ - 02/.3 - / / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TAYLOR P ANDREWS ESQ ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE PA 17013 , .. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-06-2001 BRANDT 02-22-2001 21 01-0228 CUMBERLAND 101 *' REV-1547 EX AFP Cl2-DDl FRANK P Allount Rellitted 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 ~ REY=i5'4j-Ex-AFP--li'2-=oiff-NOTici--oF-YNHERiTANCE-YAX-APPRAiSEMENY-,--ALLOWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRANDT FRANK P FILE NO. 21 01-0228 ACN 101 DATE 08-06-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 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. AlIOunt 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: 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 U} (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 61, 751.16 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/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) UO) 11,224.59 142.01 Hl) (2) (3) (4) NOTE: .00 X 50,385.00 X .00 X .00 X NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 61.751.16 11.366.60 50.384.56 .00 50,384.56 00 = 045 = 12 = 15 = .00 2,267.31 .00 .00 2,267.31 (9)= PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) I PAYMENT MUST BE MADE BY 11-22-2001*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 2,267.31 INTEREST AND PEN. .00 TOTAL DUE 2,267.31 . 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.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ANDREWS TAYLOR P 78 W. POMFRET STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 204-03-3185 FILE NUMBER: 21-2001- 0228 DECEDENT NAME: BRANDT FRANK P DATE OF PAYMENT: 10/16/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/22/2001 NO. CD 000395 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,267.31 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: FRANKLIN BRANDT C/O TAYLOR ANDREWS ESQUIRE CHECK# 1005 SEAL INITIALS: SK RECEIVED BY: $2,267.31 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS /C,-;2/3.-/ II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT <' K /e,; '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1U7 EX AFP 112-001 Recoroed,Cltc6 of Register Of WinS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-19-2001 BRANDT 02-22-2001 21 01-0228 CUMBERLAND 101 FRANK P TAYLOR P ANDREWS ES~01 MlV 26 All :47 ANDREWS & JOHNSON 78 W POMFRET ST Clerk-Or:;,; s Court CARLISLE fCUllJbelSEtnd Co., PA Allount Rellitted 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 paYl\Bnt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifiy=ii,'ifi-EX-AFP-fi"2-:iioY-----...-iNirERiTANC'E-TAX-STATE~irNT-OF-AC-COUNT--.i.---------------- ----- ESTATE OF BRANDT FRANK P FILE NO.21 01-0228 ACN 101 DATE 11-19-2001 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: 08-06-2001 PR I NC I PAL TAX DUE: .........................................................................................................._............................................................................................................ 2.267.31 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-16-2001 CDOO0395 .00 2.267.31 TOTAL TAX CREDIT 2.267.31 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 If 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" (CRl. vn.. MA V RI' nllI:: A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l n it' v (}'K STATUS REPORT UNDER RULE 6.12 Name of Decedent: Fr-a cA. tc P B(Qvd -1 Date of Death: '1...-_Z"Z.--D( Will No. ;}CJ6 ( -" CD~ -z.-~ Admin. No. 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 K. 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 K 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? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attac ed to report. Date: (-13-0""> Signa re (tAils! P- *4-'tJfV-JS Name (Please type ~r print) 7~ ~, !1~+r~I-:5 f, Gr!>!e Ill- Address ( ( r7~J ()t)) J.-V3-CJ{2-~ Tel. No. Capacity: Personal Representative )( Counsel for personal representative (MAH:rmf/AM3) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 1/06/2003 FRANKLIN R BRANDT 208 GARLAND DRIVE CARLISLE, PA 17013 RE: Estate of BRANDT FRANK P File Number: 2001-00228 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/22/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: J File Counsel Judge IN RE: ESTATE OF FRANK P. BRANDT DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2001-00228 FIRST AND FINAL ACCOUNT OF FRANKLIN R. BRANDT EXECUTOR OF THE ESTATE OF FRANK P. BRANDT, Deceased LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Date of death: Letters Granted: Advertisement of Letters: The Sentinal: Cumbo L.J.: ACCOUNT STATED AS FINAL 2/22/01 2/28/01 5/3,10,17/2001 5/11,18,25/2001 Purpose of Account: Franklin R. Brandt, offers this accounting to inform interested parties of the transactions that have occured during this administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Taylor P. Andrews, Esq. 78 W. Pomfret St., Carlisle, Pa. 17013. Phone 717-243-0123 PRINCIPAL Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Principal Balance Remaining SUMMARY & INDEX Palle No. 2 3 3 $56,462.87 $8,847.58 $47,615.29 $0.00 $47,615.29 INCOME Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance Remaining 4 $1,264.76 $0.00 $1,264.76 $0.00 4 4 $1,264.76 $48,880.05 COMBINED BALANCE REMAINING Page 1 PRINCIPAL DISBURSEMENTS 2/28/01 Register of Wills - probate fee 4/19/01 Continuing Care - Medical bill Graham Medical Clinic - Medical bill Eby Granite Works Charges for checks Register of Wills - 3 short certificates The Sentinel Cumberland Law Journal Andrews & Johnson Graham Medical Clinic - Medical bill Service charge Register of Wills - filling fee Inherit. Tx Return Service charge Service charge Service charge Service charge - projected Service charge - projected Register of Wills - additional probate fee Reserve for: Franklin R. Brandt - Executor fee Andrews & Johnson attorney fee Register of Wills - Inheritance Tax Register of Will filing fees for account Preparation of 2001 income tax returns 4/25/01 4/30/01 6/4/01 6/12/01 6/19/01 6/28/01 7/19/01 8/17/01 9/19/01 10/19/01 11/19/01 $86.00 $61.40 $25.72 $215.00 $25.08 $9.00 $90.59 $75.00 $1,182.50 $54.48 $8.00 $15.00 $8.00 $8.00 $8.00 $8.00 $8.00 $55.00 $3,000.00 $1,017.50 $2,267.31 $120.00 $500.00 $8,847.58 DISTRIBUTIONS TO BENEFICIARIES None Page 3 INCOME RECEIPTS Interest earned on estate savings account: 5/18/01 6/19/01 7/19/01 8/19/01 9/19/01 10/19/01 estimated 11/19/01 estimated Interest earned on Farmers National CD's after dad: CD 3990359 CD 3990194 $79.50 $110.92 $116.56 $112.96 $126.94 $120.00 $120.00 $318.04 $159.84 Total $1,264.76 INCOME DISBURSEMENTS $0.00 INCOME DISTRIBUTIONS TO BENEFICIARIES $0.00 Page 4 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND Franklin R. Brandt, being duly sworn according to law, deposes and says that the Account as stated is true and correct, and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. ~;~ .r ~~/ nklin R. Brandt Sworn and subscribed to before me this l5'dayof tlclbtkr ,2001 ~~ Notary P IC , NOTARIAL SEAL SHEllY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26 2003 I Member, PennsYlv?n-ia Af:<"ciation of Notat/es ---..'"-. Page 5 IN RE: ESTATE OF FRANK P. BRANDT DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2001-00228 SCHEDULE OF PROPOSED DISTRIBUTION Combined Balance for Distribution Remaining as Per First and Final Account: 1 Mrs. Jean Bowman 424 Star Hill Rd, Swansboro, NC 28584 2 Franklin Brandt 208 Garland Dr., Carlisle, PA 17013 3 Dana Brandt 39 Mill Rd., Newville, PA 17241 4 Larry Brandt 2216 N.W. 60th St., Apt 1, Seattle, WA 98107 5 Mrs. Carol Hershey 380 Springfield Rd, Shippensburg, PA 17257 6 Tracy Hershey 2293 East Common St., #18, Newbraunfels, TX 78130 7 Lorene Jones 382 Springfield Rd., Shippensburg, PA 17257 8 Marian Nelson RR7, Box 148, Manchester, KY 40962 9 Blake Nelson RR7, Box 148, Manchester, KY 40962 1 0 Kelly Perkins RR7, Box 148, Manchester, KY 40962 11 Kristen Nelson RR7, Box 148, Manchester, KY 40962 12 Aaron Nelson RR7, Box 148, Manchester, KY 40962 $48,880.05 $8,146.68 $8,146.68 $8,146.68 $8,146.68 $4,073.34 $2,036.67 $2,036.67 $4,073.34 $1,018.33 $1,018.33 $1,018.33 $1,018.33 $48,880.05 STATEMENT OF REASONS FOR THE PROPOSED DISTRIBUTION This distribution is in accordance with ITEM I ofthe last Will of Frank P. Brandt that the residue be divided as follows: 1/6 thereof to be divided by my daughter, Marian A. Nelson and her children, with Marian A. Nelson to receive 1/2 of the 1/6th share and her children to divide equally the remaining 1/6th share; 1/6th thereof to be divided by my daughter, Carol E. Hershey and her children, with Carol E. Hershey to receive 1/2 of the 1/6th share and her children to divide equally the remaining 1/6th share. 1/6th thereof to my daughter, Jean L. Bowman. 1/6th thereof to my son, Franklin R. Brandt. 1/6th thereof to my son, Dana P. Brandt. 1/6th thereof to my son, Larry 1. Brandt ~. ~ .&~- ranklin R. Brandt, E ecutor Sch. of Proposed Distribution Page 1 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, Franklin R. Brandt, being duly sworn according to law, depose and say that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. ~A ;:a . r nklinR. Brandt f ,&~~. subscribed before me y of OctobeFr2001. NOTARIAL SEAL SHEllY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES APRil 26, 2003 Member, Pennsylvania Association of Notarle. Sch. of Proposed Distribution Page 2