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Home My WebLink About01-0546 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~~/d~"e ~. S'flJlIf'lh No. 21-01-546 Iso known as ~er-IIL' d , ? e.. R. To: . Y~n e. A.. .s I kll o..s Register of ~ills for the,. . i ~,..,J,L, L.~. n A. - ToI4 Deceased. County of ~be,y a.11~ in the Social Security No.. I ~.3 - (..:1 - (.s- I .;l Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: " . Your petitioner(s), w~o is/are 18 years ofage or older an thea~~l1te reSJfl.lA.~rlht.Jr;amed in the las.t ~ill of the above decedent, dated I=e.b rIA. A '-'1 -, " . , 19.1t...i:.. andcodlcll(s) dated . ~e..A.1+l /)I--.....e.-f,. e..c.u -n r- t:!. n d r-e.- n kn ~i A_I-It)j~) i)f-. I:JJ-r~ n.A:. f-e- . r2-1e..r. ur, y " ."" ....". .... . a, with Dtk/rl.,then 'i I years of age, died mar,,--#'.9 " B :J-oo; , at ~;","'f H()s~rt-A./.. . Except s follows, decedent did not marry, was not divorced and did not have a child born or adopted after executionpf the w'll offered for probate' was not the victim of a kill'ng and was ever adjudicated ." incompete!!t: M- r. ~ r IX"" 1'1'1 S . Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) NI personal property $ ~ 000. ., (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania . . . $ ~:;,. ~~OO. 00 situated as follows: SO 4- e. Wtnd,n t' Ht'/J J<..,A,(. IJuch 4n h...5 ~1If y~ ~h . WHEREFORE, petitioner(s) respectfully request(s) the rob ate of the last will and. codicil(s) presented herewith and the grant of letters a..J?( lY1,"n " oS I- "- 1-/ D n e. 1:,. It . (testamentary; administration c.t.a.; administration d.h.n.c.t.a.) theron. --. -U- // ~--. 'h.~'?(.~- k~1C47 .~~ Gtr,,-/~ Lt.-, 'XYe."h~n..a " a: I;! ].g (':SO';:: ~~ ~'- 30 (;j l': 00 rJ5 OATH OF PERSONAL REPRESENTATIVE. COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CIAI'n he...r I A.n t:i The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are tr.ue and correct to the best qf.the knowledge.and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the est~te aCcording to law. Sworn to or affirmedh a.,d subscribed )( /Jh_ i/x:f, 4MMffla., , f<1. . before me this ~t day of ~Le.-;:~_"fffJe..rnA" ~ JUNE 2001 a. ~J ~ ~ ~ No. 21-01-546 ~stateof GERALDINE R STOUGH, aka GERALDINE R BRENN~eCeased aka GERALDINE R BRENNEMAN-STOUGH D~CRE~ OF PROBAT~ AND GRANT OF L~TI~RS AND NOW JUNE 8 ~ 200 I, in consideration of the petition on the reverse side hereof, satisfactory proof having been pr~sented before me, IT IS DECREED that the instrument(s) dated February 5,. 1968 described therein be admitted to probate and filed of record as the last will of GERALDINE R STOUGH aka GREALDINE R BRENNEMAN, aka GERALDINE R BRENNEMAN-STOUGH and Letters OF ADMINISTRATION C.T.A. are hereby granted to GERALD LEE BRENNEMAN ,:~ ~~",.)A)~ egister of ills ---=-, ~ FEES Probate, Letters, Etc. ......... Short Certificates( ).......... x-pag~s. RenunCiatIOn ................ . JCP $ 235.00 $ 12.00 $ 3.00 5.00 $ 5.00 TOTAL _ $ 260.00 . . . .J)I~~. .& ~ . ?o.Q ~ . . . . . . . . . . . . . . . . . TRICIA D NAYLOR ATIORNEY (Sup. Ct. 1.0. No.) 104 S HANOVER ST, CARLISLE, PA ADDRESS Filed 717-243-7437 PHONE ~~~ ~ ~ ~ ' ~ ~6 .1 Hlfl"Rnc; l~~\' QIQ/, This is to certifY that the information here given is correctly copied from an original certific~te of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /~'lfll"/""'", "", ~u Of " "I'~,,~\n PE;;----_ \1'.,,",,~l"~IJI,'" /~/ ~~ ~\\'~*ti!lA....... \~\ (~ ;:; .'~ . 'I'P ~ ~ IIIIIC:/-- '. ;ae~ ~ Qf rnP , .i:~ ~ U, _Y~1 ' ,~ ~*\~., ,.,,". ~/*s ~ ~ ',~ '--.,,' /~$ \.~~. /.~l ~--!111J~EN1- n{~~'llll\\\ ~;',!"tN' U\;,~ ~ ~~~ Local Registrar fee for this certificate, $2.00 P 7178582 HAR 1 320m Date 21-01-546 5. t43 Aev. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DEceOENT (Flrll. MKXIe. lall) .. Geraldine R. AGE(Laolllir1hdayl SWE Fill NUMBER SEX SOCIAL SECURITY NUl.tBER a.Female ..183 -12 1512 .Datr~ DO I DECEDENT'S USUAL occumlON ,G........, aI _ done..."", "'* aI-'dnt_;dD""'_'oired) Book Of The Mon h....O . ".. Clerical "b. Club 12. DECEDENT'S MAlt.ING AOORESSCSCr". C""IbM1. SIaIo, Z1pCodeI DECEDENT'S ACTUAL 504 E. Winding Hi 11 Road RESIDENCE (See InstrucIlllnS II. Mechanicsburg, PA 17055 onolh"~del FATHER'S NAME (FiliI. MiCldIe. lasIl ~ Nelson Geor e Sanderson INFDflMAHT'S NAME Cl_"'inC) Gerald L. Brenneman METHOD OF DISPOSITION BurIol 89 C,......... 0 Remo.oI'rom S.... 0 0Iller (Sl>eclfy' 11e. Stale PI\. IWIITAL SW\JS. MOIriod Never Marrlllcl. WicXJwred, College ~(S_ (1.401'5+) ,.Widowed 17',~ .....__In ;::'Y10 RACE'_'ndion,-, _...... (Spoclfyl '0. Whi te SURIIIVlNG SPOuSE (If _. glvelT\8lden name) Cumberland 2001 Did -.. l~ina Cumberland townlh..? 17..0 ::....~=oI MOTHER'S NAME (Fitsl. Middle. Maiden Surname) ~ Vir inia Sara Noffsin er INFORMANT'S MAlUNG ADDRESS ,_, ClfyIbM1, SIaIo, Z;p Code) .35 Parker Street, Carlisle, PA 17013 PlACE OF DISPOSITION. Nome aI C_ory, Ctemototy lOCAl1ON . Cily~, Stot., ZIp ~ Of Olhot_ &.olling Green Mem. Park 2.[amp Hill, PA 17011 NAME AND AOORESS OF F10CIlITY 1 7 0 7 0 L 6J;:one&Murra FH408 3rd St New Cumberland PA LICENSE NUMBER ORE SIGNED (MonIl, CoY. ~ 11. Upper Allen ...,. 17b. Coun c~. woe CASE REFERRED TO MEDICAL EXAMINERICORONER? ...0 at. I Appruin\Me lint.",. bet-..n : 00Mt and cMth I I . PART n: No~ o o COu..noIbode.......n.. 0 PLACEOFINJURY.A'hom. fa.... .._. factcfy,o_ M. building. etc. (Speedy) 2111. 210. al. :so.. ~ Cl!"c:r~c~ ~~~ (Ph'fSIC18n ce,hlYIn9 cause of dNlh when anOlt\. pilYSK:lilO has pronoullC*j death ana completed Item 23) __~ TO.......ofMyknow..............OCCUrrHclue.IhecauM(.).ndm.nnen....ted............................................... :::II .!I.-.,- ~"AONOUNCING ANO CERTIFYING PHVSICIAN (PhYSICian 00Ih pronouncing <Jeath and certltyll'lg 10 cause of death) . To'" b-.. of my knowtedga, dMIh occurrllcl.' the time. cia... and place. aJtd due to tile cauM(.) end mann..... ...ted.. . . . . . . . . . . . . . . . . . . . . . . . . ;;aI .~~ I : WERE AUTOPSY FINDINGS ~lAlllE PRIOR 10 COMP\.ET1OH OF CAUSE OF DEAJ'H? MANNER OF DEATH N.lunll ~ DATE OF INJURy (Mon". Day, _> TIME OF INJURY INJURY IJ I/oORK? DESCRIBE HOW INJURY OCCURRED. Homicida Ace.". Pending InvesUgalion ... 0 NoD .... 0 No~ ,,"0 NoD _klo o .c''' " ~/~/I-1 34. .MEDlCAl ElIAIIINEAICORONEA On the b.uIe oI..amlnatlon and/or Inv..'lga110n. In my opinion. deeth occuRed a"he tlm., de1., and place. and due to the cauM(a) end manner.. m1ed.. . . . . ... . . . . . . .. . . . . . . ...... . ... .. .. . ... . .... ........ . . . .. . . ... . . . ..... .... ... . .... .... . . . . '" .. . )1.. LAW OFFICES JON F. LAFAVER 3'7 THI RD STREET NEW CUMBERLAND. PA. o o LAST WILL AND TESTAMENT OF GERALDINE R. BRENNEMAN 21-01-546 I, GERALDINE R. BRENNEMAN, of Upper Allen Township, Cumberland County Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. 1. I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my husband, ROBERT J. BRENNEMAN, if he survives me by a period of thirty days. If my said husband does not survive me by a period of thirty days, then this gift to him shall be divested, and I then give, devise and bequeath my entire estate unto my son, GERALD LEE BRENNEMAN. III. I hereby nominate, constitute and appoint my sister, MILDRED V. HENDERSON, as Guardian of the person and estate of my minor child if my husban, Robert J. Brenneman, should predecease me. IV. I hereby nominate, constitute and appoint my husband, ROBERT J. BRENNEMAN, as Executor of this, my Last Will and Testament. If the said Rober J. Brenneman should predecease me, or otherwise fails to qualify, or ceases to act as such, then I nominate, constitute and appoint my husband's brother, CLYDE K. BRENNEMAN, as Executor. IN WITNESS WHEREOF, I, Geraldine R. Brenneman, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this 5 ~' day of :z~/~ <-"'-;7- ,~,~ c-t{.--r~ ,/? &.R~<.-~-e -yr.~~~ 1968. Page one of two Pages LAW OFFICES JON F. LAFAVER 317 THI RD STREET NEW CUMBERLAND, FA. SIGNED, SEALED, PUBLISHED and DECLARED by Geraldine R. Brenneman, the above-named Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and O~Ch other~~ ~ I~ (/~~ \ // i y/ '_..~,/ ~~ Page two of two Pages 21-01-546 REGISTER OF WILLS OF Cumberland COUNTY OATH OF SUBSCRIBING WITNESS Jon F. LaFaver and Janeen S. LaFaver codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that we were present and saw Geraldine R. stough a.k.a. Geraldine R. Brenneman a.k.a. Geraldine R. ~tfe1~s?a1Pt2-S~~~Wlhe same and that we signed as a witness at th; request of testatrix in her presence and (in the ther) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before ~ this ~ ~ day of Jm~,~~_ Nota Pul:1&~er I)CJ ()y~J1!~ ~ ~~ /;2tJ C~ ~p{UL) ~a;r~~ (Address) wa NOTARIAL SEAL PATRICHIA L. YOTER, Notary Pltit New Cumberland Boro. Cumberland <'A My Comm~ Expires Nov. 18, 2002 REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil will that presented herewith and codicil believes the signature on the will is in the handwriting of testat_ of (one of the subscribing witnesses to) the to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) 21-01-546 RENUNCIATION InReEstateof ~~r,,-I tI.,"n e !? S-hUtt! To the Register of Wills of Qu. m blLrl/l nd deceased. County, Pennsylvania. The undersigned 0/ If d e- j( 8 r~n h I!. ma n) q-e. Cu-+t> y- of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters n s 1-... m Q.. It +"..... t be issued to ~~,-;y- fA. J cL eo 73Ye.-Yl n L In t:t. n WITNESS J,;.s hand this S-f'- day of ~/IlI1.o... ,s: :;ro,? I o/~ /,- d3-~-;>-r--~ (Signature) /1:;}-o :Piht. ~MtA. Ne.wv,'1l e, I 1>1t 17 ~If I (Address) (Signature) (Address) (Signature) (Address) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496701 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT : 1 .~ r \ ; /, J~ ~)f (J~"J 1 C..._ .::~)Qtj I F<L: i. c- ;__ -tt\ r.) '" :' t i) ~,~ . ~~-.i '~-.' "f ;1 l,'j i{,"y',:, ,,()i:< . EC)LJ J F'~l,'~ ;'1(,i\fCi\!L_ F/L r;' 7""::, ~ ,{~ 1 '>' (~l .::.,~ FOLD HERE FOLD HERE -- ESTATE INFORMATION: FILE NUMBER i:,_; '~'_l'; -J l:f ,:. 1 ,L~ .:~1 I.' .t l.h 1 ~t 1 {: NAME OF DECEDENT. ,(L~S:r) ,,) (.: t., ~: ',,} i: . ,,;. f ,~, ., j' ~ (FIRST) (MI) .' DATE OF PAYMENT j .,.,j .. '"j.... I~(. "'", ',!- -~~ ~ <-_~i> -:. POSTMARK DATE .. ~. ~. i _.' " I ,; COUNTY t.: " i /.:. '," TOTAL AMOUNT PAID t_ J.j r.:. j-'J(',\t - r' s.t . ':! I.)..~,) ,~) r-'~ {:.~ ::~,> \"1 ! .<#!'4 t) ~:'" c: ::~; (J iJ I t,,7: E:: 'Ii 'i /)L//. , C/. /" ~(.)(^,::(q'12c<- /~ ' /~- -~~---~~~-~~--------~--~-----~- I.. 1:~1 ,,_)!J J ;-,Jt.. RECEIVED BY DATE OF DEATH " .i.;", tJt?; i.. L.;."~" REMARKS ~;> E:~ (j I::; "r C' ;~:.' SEAL REGISTER OF WILLS E. - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Geraldine R. stough a/k/a Geraldine R. Brenneman a/k/a Geraldine R. Brenneman-Stough Date of Death: March 9, 2001 Will No. 2001-00546 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(ak of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ugu s t 1, 2001 : Name Address Gerald Lee Brenneman 35 Parker st., Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 't/:J-101 I ( -;:!r~A~ Name Tricia D. Naylor Address 1 04 S. Hanover st. Carlisle, PA 17013 Telephone (7 1 7 243 - 7 4 3 7 Capacity: _ Personal Representative ~Counsel for personal representative REV-~500EX(6;OO1 OFF~USEONlY COMMONWEALTH OF REV-4600 II, - ~-R PENNSYL V AN IA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT 260601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 1 0 0 5 4 6 -- -- ----- COUNTY CODE YE'AA NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- GERALDINE R, BRENNEMAN-STOUGH 183-12-1512 Z w DATE OF OEA TH (MM~DD.YEAR) lOATE OF BIRTH (MM-DD-YEAR) nIS RETURN MUST BE FilED IN DUPLICATE WITH THI:: 0 W 03-09-2001 01-04-1920 REGISTER OF WILLS u w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 W ~, Origin<!1 Return D 2. Supplemental Retum 03. Remainder Return ldate 01 dealh prior to 12-13-82) .. :::t.~CI) 04. D 4a. Future Interest Compromise (date of death after 12-12-82) 05 (J"'''' limited Estate Federal Estate Tax Return Required wo.(J rOO d5 Oe~ent Died Testate (Altach copy of INill) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes (J"'-' 0." D. o 10. Spousal Poverty Credit (dat" Q{ <luthIWm.." 12.)1-911l1ld 1-1-95) D 11. Election to tax under Sec. 9113(A)(AUach Sch 0) 0. <l Litigation Proceeds Received THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: I- NAME COMPLETE IIIIAlLlNG ADDRESS z w 0 GERALD L, BRENNEMAN z 0 FIRM NAME (If Applicable) 0. '" w ESTATE OF GERALDINE R, BRENNEMF,N-STOUGH 0: 0: 0 TELEPHONE NUMBER CIO G,L,BRENNEMAN,EXECUTOR " (717) 245-2726 236 5 ,HANOVER ST" CARLISLE, PA 17013 1. Real Estate (Schedule A) (1) 117,40ct:"fu' d OFF~~ONLY I 3:;1 ~ oS' :() 9 2. Stocks and Bonds (Schedule B) (2) 0 (, ~'~ ,'.""\ r' . n (~';, ,. Closely Held Corporation. Partnership or Sole-Proprietorship (3) 0(.;,' 0' ~ 0 I 4 Mortgages & Notes Receivable (Schedule 0) (4) I 5. Cash. Bank Deposits & Miscellaneous Personal Property 12,055 , B (Schedule E) (5) 0 ~1" 0 1J1 - Z 6. Jointly Owned Property (Schedule F) 0 , 0 (5) v CO i= o Separate Billing Requested ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 20,343 ::> (Schedule G or L) l- n: 6. Total Gross Assets (total Lines 1.7) (6) 149,798 <C U W ll:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 18,169 10 Debts of Decedent, Mortgage Liabilities, & Liens (SChedule!) (10) 315 12. Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (12) 18,484 131,314 11. Total Deductions (tatal lines 9 & 10) (11) i 13 I I 114 1,5 z o ;:: '" I- :;) 0. '" o <.> x <l .. (13) Net Value Subject to Tax (line 12 minus Line 13) (14) 131,314 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) , .0 _(15) 131,314 , .0 ~(15) , 12 (17) , 15 (18) (19) I 16 Amount of Line 14 taxable allineal rate 5, 909 I ;17 Amount of Line 14 taxable at sibling rate 1 B Amount of line 14 taxable at collateral rate 119. I i 20 Tax Due 5,909 [TI CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < OW<l64:o 1000 Decedent's Complete Address: ! STREE-i ADDRESS ! c/o GERALD L. BRENNEMAN,EXECUTOR L236 S. HANOVER ST. I CITY ! CARLISLE I ~~1E ZIP :7013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 5, 909 o 6,400 295 Total Credits (A + B + C) (2) 6,695 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) (3) 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 (4) 786 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 6. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) Make Check Payable to: REGJSTER OF W1LL5, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 . Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . ~ D b. retain the right to designate who shall use the property transferred or its income; . 0 [!J c.retainareversionaryinterest;or ........................ D I!J d. receive the promise for life of either payments. benefits or care? . . . . . . . . . 0 ~ 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . ~ . ~ . . . . . . . . . . . . . . . . " D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . , . . , . ,. 0 I'X: IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all infom'lation of which preparer has MY ~~ SIGNATURE OF PERSON RES~NSIBL FOR FILING RETURN ;\ . ~(i-r7 E: ecJ:cy ADDRESS DArE /.,2 -/0 -0/ 236 S.HANOVER ST.,CARLISLE,PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATlVE DArE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value oftransfecs to Or fer the use of the sulVWing spouse 'IS 3% (72 P.S,!3 9916 (a) (1.1 )(i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftran$fers to or for me use 01' the sUNiving spouse is 0% l72 P.S. ~ 9116 (a) (1.1) {iilJ The statute does not exempt a transfer 10 a surviving spouse fl'Clm tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficialY', For dales 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 parel'\t al'\ adoptive palent or a stepparent of the child is Q% (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) 172 P.S, S 9116(a)( 1)] The lax rate imposed on the net value of transfers to Or for the use of the decedent's siblings is 12% (72 P.S. ~ 9116(a)(1.3)J. A sibling is defined, under Section 9102. as an indIVidual who has at least one parent m common with the decedent, whether by blood or adoption. Cl'N4646 1 000 REV-1502EX+ \'-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER GERALDINE R. BRENNEMAN-STOUGH 21-01-00546 All real property owned solelY or as a tenant In common must be reported at "It market value. Fair market value is defined as the prk:e at which property would be exchanged between a willing buyer and a willing seifer, neither being compelled to buy or seU, both having reasonable kncrMedge of the relevant facts. Re.1 property which Is jolntlY<Jwned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 117,400 PERSONAL RESIDENCE-504 E.WINDING HILL RD.,MECHANICSBURG,PA 17055 (MAP NO.42-26-0245-039);UPPER ALLEN TWP.,CUMBERLAND CO. OW46951000 TOTAL (Also enter on line 1. Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 117,400 RI;V-1508EX+ (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE JAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF GERALDINE R. BRENNEMAN-STOUGH FILE NUMBER 21-01-00546 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolnUy-owned with the right of sUMvorahlp must be di$closed on Schedule F. 2 DESCRIPTION (1) CEMETERY LOT-ROLLING GREEN CEMETERY COMPANY 1811 CARLISLE RD. CAMP HILL,PA 17011-5910 BLOCK B (1) 1987 DODGE RAM VAN-VIN#2B4HB11T1HK221514 (SALE PRICE:$2000;KELLY BLUE BOOK VALUE$l,920) PERSONAL PROPERTY-CLOTHING,HOUSEHOLD FURNISHINGS,FURNITURE VALUE AT DATE OF DEATH ITEM NUMBER 1. 1,395 2,000 3 8,660 TOTAL (Also enter on line 5. Recapitulation) ,$ 12f05~, (If more space is needed, insert additional sheets of the same size) ,.I\A/JfiAn 1 nnn REY.1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GERALDINE R. BRENNEMAN-STOUGH SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-01-00546 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. ITEM OESCRIPllON OF PROPERTY %OF EXCLUSION INClUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THEDATE OF DATE OF DEATH DECO'S TAXABLE VALUE NUMBER TRANSFER. ATTACHACQPV OF THE OEED FOR REPL. ESTA.TE. VALUE OF ASSET INTEREST /IF APPlICABLEl 1. CHECKING ACCOUNT(PNC BANK #51-4045-4402) 10,852 50.00 0 5,426 P.O. BOX 535230 PITTSBURGH,PA 15253 GERALD L. BRENNEMAN(TRANSFEREE);SON; DATE OF TRANSFER:10-21-1993 2 MONEY MARKET ACCOUNT(LEGG MASON#360-00309) 9,678 50.00 0 4,839 419 STONEHEDGE DR. SUITE#1 CARLISLE,PA 17013-9128 I GERALD L.BRENNEMAN(TRANSFEREE);SON; i DATE OF TRANSFER:10-21-1993 3 CERTIFICATES OF DEPOSIT(LEGG MASON#360-00309 20,156 50.00 0 10, 078 419 STONEHEDGE DR. SUITE#1 CARLISLE,PA 17013-9128 GERALD L. BRENNEMAN(TRANSFEREE);SON DATE OF TRANSFER: 10-21-1993 , i I ! ! . ~_..- ------- TOTAL (Also enter on line 7, Recapitulation) $ 20,34 :3 ----~,._-_._.._--- (If more space is needed, insert additional sheets of same size.) ,l\N4fi':'F 1 nfln REV-1S11 EX+ (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GERALDINE R. BRENNEMAN-STOUGH FILE NUMBER 21-01-00546 Debts of decedent must be renorted on Schedule l. ITEM NUMBER A. 2 3 B. 4. 5. 6. 7. 8 9 10 11 ..LL 13 14 'VlI.?",,:,,r; 1 fH1f1 DESCRIPTION AMOUNT 1. FUNERAl EXPENSES: STONE&MURRAY FUNERAL HOME-FUNERAL EXPENSES GERALD L. BRENNEMAN-FUNERAL LUNCH ROLLING GREEN CEMETERY COMPANY-INSTALLATION OF GRANITE MEMORIAL BASE 6,726 100 1,255 400 260 o o 7,393 75 91 570 225 210 551 313 18,:69 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address Is not the same as ctaimant's, attach explanaUon) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees CUMBERLAND CO. REGISTER OF WILLS Accountant's Fees Tax Return Preparer's Fees SETTLEMENT COSTS-SALE OF PERSONAL RESIDENCE CUMBERLAND CO. LAW JOURNAL-PUBLIC NOTICE THE SENTINEL-PUBLIC NOTICE DOUG DUNBAR-REPAIRS TO RESIDENCE PRIOR TO SALE B.T.BRENNEMAN ELECTRICAL-REPAIRS TO RESIDENCE PRIOR TO SALE TIM ZEIDERS-TRASH HAULING POTTEIGER'S AUCTION-COMMISSION ON SALE OF PERSONAL PROPERTY GERALD L. BRENNEMAN-EXPENSES OF ESTATE TOTAL (Also enter on line 9. Recapitulation) i $ (If more space is needed, insert additional sheets of same size) R~V-1512 EX + '(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DEceOENT ESTATE OF GERALDINE R. BRENNEMAN-STOUGH SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-01-00546 Include unrelmbursed medical expenses. ITEM NUMBER 1. 2 3 4 5 DESCRIPTION FAMILY/INTERNAL MEDICINE-MEDICAL BILL PNC BANK(A/C#5490-9990-1760-3993)-MARCH 2001 CREDIT CARD BILL BOSCOV'S(A/C#107373985)-MARCH 2001 CREDIT CARD BILL UPPER ALLEN TWP.-1ST QTR.2001 SEWER BILL(#0000553005) ($100)C 68 DAYS/90 DAYS) MARLIN YOHN,TREASURER-2001 COUNTY/TWP. REAL ESTATE TAXI#042-001560) 1$277X68 DAYS/365 DAYS) MARLIN YOHN,TREASURER-2001 COUNTY/MUNICIPAL PER CAPITA TAX AMOUNT 75 49 53 76 52 6 10 TOTAL (AlsO enter on line 10, Recapitulation) : $ 315 (If more space is needed, insert additional sheets of the same size) I)WJfiAH 1 non REV~1513 EX + (9..00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GERALDINE R. BRENNEMAN-STOUGH NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY TAXABLE DISTRIBUTIONS [include outrtghlspousal distributions. and transfers under Sec. 9116 (aJ (1.2)) GERALD L. BRENNEMAN 35 PARKER ST. CARLISLE,PA 17013 1. FILE NUMBER 21-01-00546 RELATIONSHIP TO DECEDENT Do Not List TruatH(s' SON AMOUNT OR SHARE OF ESTATE RESIDUAL OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II _ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15DO COVER SHEET $ OW46AI2000 (If more space is needed, insert additional sheets of the same size) IIF=jt/fj~ " . ":~'-rf"j:'.?~ ,,",, ..,.. ~~..,g -~.':';:~'Yft;!~~ -~;.e.t~~""';"""<;",,.J ,l~t >I."';"~"""0; II t~?_~~~:..,,..~~. '-. ~::";':':"~"",~: ' ~..:.'/".,. ~1'<i<i<t(~~ :' ~/iBt;,~.. ~"'d-:-c'-"'~'" ~~<~';;;-<"""'" --~ "-:-?!-~";:"j .~-~f~J~~ "'-~'h,2~..,,, ~"::.)~~~~ ~,.;.~.--" ~~&i~~~~~ .~~._,-, .'.".., .~~~.-,,,]-::";.~~;Zta ~~:;"~~~~.fg,.~ ';?~$~t{~J:~ :~!~""%S,~ *":ft:.'5.~~"~.;~f~I'*' ~>,..i1i. ~~...;r,.~~, ~~""~~~;.:(~;~. ~,~':rll"",,", .~i~~~~f~ ~!,.__.,.-..~ ill -~ ~-....~ . --'"~~ i1i~~fJ~ ii;q.~. . .,,~ ~~~~~tI~ ~~,-,';"Zji!l ~~;::"q:<:',::;;,'!~,;;,,"'! ,~"'C~"""'?i.i.."J -k.~':t';'-.;%l,l '~.-:~:/;tr4:'l . ,~~_.('., :1,........()1 _ -';f:':c' ~~,.~~ ,....''':;'...r.......I'.. . s;...<.':.O::...,.,."'.,..'.....--,.-'-"" ~~'~:-:~""~):.I ~~fit~;~~l ~l.,.~:,::~::" _:~.'L1.;::.',1 - ........~, .";{V<?<j ~~f~~~~~~ _~p..'~'.~;;-"~;51 ~~'-'f~";~JI~ .~~.;,.,;;."'>,".,.~"" . :.,~%t',,!.:;;.~ ~..""'1-~'.__'';'lIlO_ tI~, _~.'""'.>.~-..:,'-::-....,?,~....}9 '-';"". ~..,.#.z;~,,,, ..~.......,~~~-'. '-~~1;;' ilJ.gl~ ,.- A. Settlement Statement u.s. 01.. ..._Iioltloullng B.T\moola- ond lMIon OMS No. m2_ I. DFHA 2. DI'InI/A 3. OC-,UIIioL I HI1eN...... I 7. LoIn..... 11._-,,-_ .. nVA S. nc-.... ACCC-1951 0._ ...---.......c.r-_OUIIiIlI..====-.._...IDr~r'iiWC..._................ WARfrINk....atInIlD................ .................... _....,~~_ D.IlAME OF BORIOWIIIt EdwmI C. Golla ADD\lI!SS: E. NAMEDP SBU.BR: ..,. _ ofOenJdiDo a. B._IIllIIN' a. B._ Staash ADDRESS: P. NAME. OF LENDER: . Home '--,1Dc. ADDRESS: 4830 CuIIaIo Pib, M-........~ PA 17050 0. PROPBRTY ADDRESS: . AIIIlIlT_ H. SI!TtU!MllNT AOIlNT: -:~' T!:,~, ,17.Z67-2TI9J1a: ~ PLACEOP SI!TtU!MIlNT: 37 SouIb Mala s-. Sallo 101, PA 17201 L SETIt.BMBNT DATE: 091Z812001 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORftO'U\.lER 400. GROSSAMOUNTllUET08EW!R: 101. """""'-~ U7.400.0D <01. U7,40D.OO ,02- -- .... ,... SelIIemenI tM.-1D banuwer ttn.1AOm 1,025.J. - ,04- - ,... - ..._........._In_ ...""'"'........_In_ ,oa.~_ . - - 107. "'--luea 0'/21/01..12/31/01 72.11 407. CDunIv_ U/21/01..12/31/01 12.1' ,oa. _T_ 0'/21/01..01/30/02 1,023.53 "'- _T_ 0'/21/01..01/30/02 1,023.53 '01. --...- 2.22 .... --_....~ 2.22 110. 41~ 111. 41,. 112- 412- 120. GROSS AMOUNT DUE PROM BORR~ 123,523.21 420. GROSS AMOUNT DUE TO SELLER: 11....,'.'. 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER IlOO. REIlUCTION8IN AMOUNT DUI! TO SELLER 201. n--Itor......_ 2,000.00 ..,. - 202. ~MlOUntdMW"-'l.' 13,120.00 .... ~~~ 7,"3.00 .... '~~k. .... ---.. 204. 804. PnlI'tJlFnlu.w-LOM :a>ll. .. ~tJls-.I-"" .... .... 307. ",.,. .... .... .... .... ...-..........- ...- - 210. ~.... 1510. 211. 0Kntu1llxes 1511. l"W_.... 212- _T_ .,2- _T_ 213. .,. 21'. .,. 21.. .,. 210. 1518. 217. 017. 21. .,. 21.. 1118. 220, TOTAL PAID BYJFOR BORROWER ".120.00 520. TOTAl. REDUCTION AMOUNT DUE SElLER 7,"'3.00 300. CASH AT SETT1.EMENT PROM OR TO BORROWER 600. CASH AT SEmEMENT TO OR..- SELLER ..,. Grt.t MDI'lIduI hm bonuwer- 120' 123,523.21 ..,. Graea__clutto.....-4"'" 111..,7.,.. 302. t....__.....~tJorTow.,.,.220' ,.,120.00 .... t..................... - """" 7,"3.00 303. CASH PROM BORROWER 27.'03.21 603. CASH TO SELLER 111.000&.141 '. .:. , . r':"...' ,,;,: .... ::.....;:. ~:: :~~~~:~:~~~~. ~., -.:-~.. .. F:' ~":~:~:~\-; . ~', -. --,., ~ t:"'::':;,'.:..,; L '.' ~:~'X;: , i ~", .'.:.:" !: '.-:"", ';' ~:- ~ .. ,. IU8I1mIIE FORM 1~E1.ERST"'TEMENT: ThtInllllmlllDnCll:llllllnllllIlMiln..~...IrIlIDImIIcIt".IIIlnI"""'." __............ 'l'llU_,..nd ........... ..........,.,..,..--................l'llU..................................____......nat............. ThtO"....PID............. .....-ot __..........a..~cI.......... ====:,:,.,::~=~~D'::r~........&dlqIfII......---.far..,.-....,.............-.;far-......... v.._.........br........................IQIIIl..... TMIDNo: '.....,...lXIlNId~......._..)IIIIIclonat,..,.,.)IIM_____........... ---.rau...,.............--~.............~__CIIPilltUlJ.I~.............__IIIII........................,.~....... '. ... --- alU.ER(l)NEWMALlGADaEII: Til'~Fll:"""1 Seltlemml ~v<ilem Printed 0912812001 It II :45 REV. HUD-I (3/86) .~~~!fI.[r'" U3.';I!J'~:'::'?;~=~rLOPMENT ~~~:~~,';:'-;''';O:~:~~ " L SETTLEMENTCHARm:lll: i;v'''' 700. TOTAL8AI.E8I8RoKER'8 COMMISStON bMId on arb 1117,400. 00 . 5.16' . .,044.00 ?,::-'. DMIIan rI ..1aIoM: :~~ 701. . ,2,Sn.00 to WOlfe aDd Sbarel' :::::-:-4 7U2. . 3,tl1.00 to Bowu'd Jlalma/l)etWll:UU ;.f,~ _ :-"'f~ '1CJ3. c............ ;j:i; 800. ITEMS PAYABLE IN CONNE~ WITH lOAN ;:J"4 eo1. fee .. ;~t'{3 802. LOMDIIcOunI 2.000 ,.CouDt.qrri4la ... :~ 803. -'-' -,.. to COUIi~~411 ... . ;~.~d 804. CtIICII- to ez.edco s:~ .... ........ _F.. !~~ ~ ~ .~..,;:...;,,_<:~/:: . ";1 ,.. _~~.j~.t,-~.~fil~f :: aoa.n..e to COUDUp14e ... Loau, ~~_.,.::.:..:",:;.,_..:..~.,.:; 808. EKnIwWllvw,.. " COWI.Uyrida ... Louaa, ~B.:.~~:j:)?/jf,: 810. FIoodCert ~."' to CouDUyri4e - LoUIII, ~~-:<:'Io.:,:;~._ a11. ~ F. tD Bcnf'ud JIaIma/D-.i1er ~fl:li :' ~=~~::it:~~AlH~1"'300 - ~0'O:C;':~ .... _~~_.. .. 1111 ~="..:--~:-.. T'~""('~":""~:;;'~/i1 1002. a_ I........ ~~. >~;;;;. 1003. T_ !IIl).~. "1~. 1004 ... rno. 81 if; 1005: SdlIXlIT- !Ill). I. ,~.:o;:t ~'~ 100D. {ff1 1100. Tm.E CHARGES ~~:?..; 1101. 5e1t1e1nentor---... ,.~.....;,.t ~<; 11Q1. ,t,bInctOfWle- "m"?"'6 1103. TIII_.IL"". 'Y=; 1104. TIIIIlnIInncIbIl'lder ~+"'Ji 1105 ~ .~.~....-.. >.,;-~.~;'~ . ::.._ -~~~~:;7J;;"'}~A 11(JII. ..,..... ~~-- --:'.,..~~,."-'l 1107. ................... .~~~t~:;/~-~ .-.~ .......No: ~~..<-o.:t._1".~~~ 1101. f'IIIIlnu'McI ~J:fb~:.ci.:1::.:-'...;,.'<'..,.~;...~~.~' ,..,..........exw..... No: , '-'<~~'':'''-'''t''~E ~~JI ~~~::~=~~ ~~..... :..>) q:1,. 1300.ADDTT1ONAL SETTl.eMENT CHARGES .~-.,:~-~- '-: :~.;~~ 1301. SwwnI :'~E~ 1302. Pest- ;',;:ij "i';;"e~ 1303. T. Cert ./'~f! 1304_ FnI '~J.=1 ,_... ~ ........ _ h"'~ _. '-"'-" ,.- n I :~~-- ~~..t<""'\~ "II ~.,rsf,..,~,._;;lj it'~~I~ ",~{M,-'[,,:"fP!4J!. ~~,;,,;~,,'1~'""~1tl >~4";if::.,:;~. ?~:~:;?tf~ FlleNl.ldIIr.ACCCt9S7 PAOB2 PAII_ IlORIlOWER'S F'UNDS AT lIETTUM!NT LOug, lAG. LIt LoaIUI, %Iaa.(..O.C.) 300.00 ~ La 1..O.C.) '1.00 ...... 1."....0 LIt JlO.OO LIt 1t0.00 LIt 11.00 UI.OO 3 ...,.. LIt 10.11 ..... ..... ..... 23.12 112. I. .... .... .... .... .... 111 La" Ouic.. of JoJIQ C. 08ft11towiC. . 111 Ab.uacd!lg COlIIDaDY 0' h'ukllD eou.tr .. 13,'20.00 - 117,"00.00 - '11.75 to lbau&Gt.iDg a:.pany 01 1z-aU1b CcND~ 111 1lU'1b YoU, Tax Collector 111 Upper AU.. 'rowIlabJ.op 111 c:rl.ted.,.. Ii Y.....t 111.71 150.00 15.00 77.00 1.17".00 1..O.C.) '11.00 ...... .....011.,..103 SeclIonJnllM s.-.In 5,025.3' p.w_ S1!U.ER'S FUND8AT SETTlEMENT .;.' ~.- .'-" ,. ... ~.;;. 1.0".00 ~ . ~; ~. ;"~~';;-... :c' ~ _ '.~:~':. " .' : ~*.~ ."'~:;'~.~:; :':.:.,:....-- :-:'~. .-..~".: r....-_... L~~'~:~~~ ~. ~.:. "-'.. -.'. f." '.. 175.00 1.17'.00 '.00 100.00 r , ?..n.oo HLID CERTl'tCATIOH Of" IUVERAND EJ.ER ~'=::=::~..t-"=.:.,=""*~-:'r:..'=:~_Aao...~l'*'"'''.w...._........_..--..''''''''''''-,,,,--.''- _..~) ~ (' JilL- ~~~Mbf~__;AJ",;.,.;""'f..,. d:r-)1, WARNlMlI: IT IS A eRa.: to KNOWINGlY (lW(E fALSE STATEMENTS TO THE I.NTED &TAlEJ ON 1HIlI QRNf( 8lMLAR FORM. PElW.TlEI UPON COtMCnOH CAN ItCWDEA fJENllJ ~ J~rT. fOR DlTAU lIE TnlE 1': u.s. COCE I&C11OH 100t AND 10'0. .. ~ . "(.. .::. ..._..........-n_....nn.ctIDrL ---9lti/o1 ~ ~"<:'::7,-::-" ROLLING GREEN CEMETERY COMPANY "The Perpetual Care Cemetery" HARRISBURG'S FIRST MODERN LAWN TYPE CEMETERY NON-SECTARIAN Park Office 1811 CARLISLE ROAD CAMP HILL, PA 17011-5910 761-4055 FAX 761-4826 June 8, 2001 Gerald L. Brenneman 234 S, Hanover Street Carlisle P A 17013 Mr, Brenneman: In response to your request the current retail price for a space in block B is $1,395.00. The above has been paid in full. Please call or write if you have any questions. ~y, Q1 ./ s_~~6 General Ma~ C~624-3 i 1 ~;: '..~, MSN Carpoint Kelley Blue Book Print Page Page I of 1 msn' -=-:-- carpolnt Your complete source for car buying information ...,.~~~~ ,:11: :0:.:; " ,; -~. .,.,.."" Kelley Blue Book Trade-In* Report Monday, December 10,2001 1987 Dodge Ram Van B 150 va 5.2 Liter Engine Automatic Transmission 79,300 Miles Pennsylvania Selected Equipment Rear Wheel Drive Steel Wheels Air Conditioning Power Steering AM/FM Stereo Vehicle in "Good" Condition A "good" vehicle rating means that the vehicle is free of any major defects. Many cars owned by consumers fall into this category. The paint, body and interior have only minor blemishes (if any), and there are no major mechanical problems. Rust, in areas of the country where it is a problem, should be minimal and a deduction should be made to cover the cost of correcting il. The tires match and have substantial tread remaining. A clean tille history is assumed. A "good" vehicle may need some reconditioning to be sold at retail, but major reconditioning should be deducted from the value. 'Trade-In Value Trade-in Value represents what you might expect to receive from a dealer for a consumer-owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. 11$1,920*11 Bac~tQ Kelley Bluej:look Go to CarPoint Used Car Marketplace (~IJ ~, iI"i" ) ~ Ii( 01 Copyright@2001 by Kelley Blue Book Co,. All Rights ReS8Ned. Nov-Dec 2001 Edition. The information in this report is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions. http://carpoint.msn.com/kbb/printpage.asp?type=tradein&tid=S 512&c=idSS 12c1 e 1 tl m 7930C.. 12/1 % 1 .". , " ". \,~ 1. , , ", ON'lfl'rV,IN" tli~$i"""",::", ,c,,,.. ._.';{-~" _ " '~'A ,...". _ _. "~ -::-1':: - :nterest Checking Account Statement rr For 24Mhour customer service: Call: 1-888-PNC-BANK nterest Checking Account Summary ,ccount number: 51-4045-4402 Account Link ~ number: 0183121512 0.PNCBAN< .... the pMiod 0310712001 to 04105/2001 GERAlDINE R STOUGH Primary account number: 51-4045-4402 Page 2 of 2 Geraldine R Stough Gerald l Brenneman Jalance Summary Please see the ACtivity Detail section tor additional information. Beginning balance 10,973.88 Deposits and C".cks and other other additions deductions 147.72 8,328.43 Average monthly balance 6,760.01 Bank card/POS Account Infonnatlon transactions assistance calls 0 0 PNC Bank MAC other MAC ATM ATM transactions transactions 0 0 Number of days Average collected in interest period balance for APYE 30 6,755.51 rransaction Summary Checks paidl withdrawals 5 Total ATM transactions o 'nterest Summary Annual Percentage Yield Earned (APYE) 0.437. Ending balance 2,793.17 Charge. and fHS .00 Teller transactions Other ArM transactions Interest Earned this period 2.38 1 o As of 04105, a total of $17.87 in interest was earned this year. ~ctivity Detail Deposits and Other AMmons 'ate Amount DeSCription 113,/09 '145.34 De-posit RefeTt"nct" No. 025570674 )-t'05 2.38 Intet"est Payment There were 2 Deposits and Other Additions totaling $147.72. Checks .:.heck Date Reference 'umber Amount paid number 2370 27.52 ~ 03il2 0251')43745 2371 267.17 ~ 03/07 022004tJ.t.2 ~:n2 52.74 " 03/13 02221733t; v Gap in check sequence laily Balance Detail )ate Balance Date Balance I~\ :07 10,706.71 0:1/12 10,824.53 )3,-'09 10,852.05 03/13 10,771.79 Check number 2373 2374 Date 03/16 03/23 Amount 6,726.00'" 1,255.00 6 Date pol. 03/23 03/16 Reference number 028007225 On14$6'n There were 5 checks listed totaling $8.328A3. Belartce 9,516.79 2,790.79 Date 04;05 SIllanee 2,793.17 --....... ...---' -- , -' --- .' .,- - ----- ..~ !r. "rl a. J;' .:r~ S' \\ ~ 0 -. e.. _a ~ .. ~' ~,. :S. Ola ti" ~ ~ '.:! ~~ i~\ ~ [ "3 ~ 'a tI! 0I:l %O,...~~ Q;'O- f u'oE. i.~8.'3~ 'Pi a ~7" o~ ...-"" ;s !la~~ Wli'i ... ~~ ~~ c:r..... ... < ;:. ~_~l::l I~~ ~t :!.~ ~~ () _. ~s:. ~ "i% tv . g t i ~ ..,,-. ... \l~ 80 ~~ €.......~?::')Io: ~01'f -", '$. - ~~$~:1 t\~ ~ p. ::t....... 00 .\\ ~ S' e.~ i z ~ \':> v:> ::s- g~ ~ .. ,.. it.: , t\ ~ s. "2." -. ,..- ~ -. ... 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IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will. whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS. COUNTY OF CUMBERLAND. CARUSLE, PA In re Estate of Geraldine R. Stough ,deceased. Estate No. 2001-00546 (Name and Address) TO: Gerald Lee Brenneman 35 Parker St., Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. Gerald Lee Brenneman The Decedent day of March Pennsylvania. The DececGed teS~With a Will); or The Decedent died intestate (without a Will). Geraldine R. stough 2001 ,M Cumberland , died on the 9 th County, The personal representative of the Decedent is (name. address and telephone number). Gerald Lee Brenneman 35 Parker st., Carlisle, PA 17013 ":i'.'-'rqfj~ ~, ':'{".<~~ll:t :'2:~1i I I .u...-._;~ ri~:'::~~B~?1 .111 :"",~-~,,,"",,,,,,,,,,,~ ~ \~~ i.'::':~'~~~~~~;' ~ ........ ~".-;" ~";,.l;1'i!i '.c.' _"';.:':;;~'i .-'.~' "~"":'!i "~I ...._...,7......;.,~ : ":~~'if~t~ ._,.,-'OOI!~.., ,-II ....:~...-:.~..\:,:'.~a {~~,{~-5~;~;~ i -~...:.......>.,_..<),.'>;~ 1 .;r:~L}~t1i~~~ ...._-,_.~~ ' (0~;i:~"r~j . . "-' - - -,?:>.1?~ ff{?fi~~_ :]'!;~::~;~1t!1~~~ .-' "'. '."~~~'~' ~~.~.~~;..;:;.;~/.~T~ . _' ~..;.,.i:-:;-;...O;:~~jI,~~_...lI _,0: . . ", ''''-;-.." - .' t/~ .~t;:':'-'- ,.,...." t~~'~}..?~~~I~"'\~~C~ !:::.:k q.l.~:~.~!:;-:..f?t~~~- - 't~.~.;..~"::~j~.....=~~. ~f:":i~t~r. j~'S;'.f~~: WT WILL AIID T!SUIIIlII'f ~it ,.. . , , . i r I I. F I, \ I r . ", ., '. ,.,' or ~ . j . .' Cl:BALDINB R. IlUIlRBIIAH I, CIlIAtDIBI a. 1IIIBIIHIlII&H, of Upper All... _bip, cu.lHtrlud Couaty. Pe_lvaaia, bailla of OOUDCI miDd', ~ ud _ar.taadilla, do h..by _. publleb ud cleclue thi. .. aud for ..,. Leet Will ead Tn_t bereby -ilia and _kiuS void ..a:y aad all otber will. .." .. ~t: UI7 t.... heretofore aada. . . ..,...-.......... .,.';f.... ~j,'-'. ~'~:.O..~.....-', '~. '~~.' .<.-""'r~.........'..'#:~J r.. ,-,:t:r ..,~, ..c,r-,l!({l~.~ " .7?<':'.At.4itacEl:bac..,BncutorhmiDaftu...... _11 p.., all..,. Jut. . . . . i ~ debte aud funeral _. .. _ e. COR981li...tl,. -,. ba ...... after 'I1l'/ . 'i 1 ; t , I decea... u. All tha rut, re.idue aud ~iDder of..,. ucete, ....etber real, pereoual or _d. aud wbereeoever eituate. I bereby giva, de"i.oe ud bequeatb unto ..,. hueband. 1lIlIIBIl.'l J. RRU""'lAIl, if be _va. _ by . period of thirty I:f ..,. .eid bu.band dou DOt ourvive _ by e period of thirty cia,... theD thia gift to bim oba11 ba diva.ced, aud I. tIutD giva,. .cIa"i.. ud. b"'l~~ ..,. day.. ....;,.'. eacire ..tate uato .,. ..., GIIALD LD ...nnnna... nI. I bereby _ce, COII&Citllte ud appoillt ..,. ei.ter, IIUJIIIlDV. BBHDEIlSOB, .. Qlu4ian of the peraou aud e.cete of..,. IlliDOr cbild if ..,. huebaud Robert J. Br8DD.8IIIIIl, .hould pr.d.c.... _. IV. I hereby _te, COII&tituce and eppoillt 'I1l'/ bu.bnd. aoBa:r J. RR_", a. Bncutor of thb, ..,. Leat Will ~ 'le.~. If tba oai4 IIDbart l.';'~~'~~";"~~~'. 3~isn~" .1L~..hd.iia~,...Pri:s.~..~~tb~~f.fi~4to~.qual1fJ':-&*~-7~.I~: ~ ". ...._~... .,ION ... ~...va.. ..''"''1_.....,. "_CUM__._. \ act aa .uc.h, th811 I lKDiDate, constitute and appoi:a.t my huabaad'. brother, CLYDE It.. 'RII'JftiIHAH, .. Executor. .., the t..t&tJ::lx, have DllII'DIESS WIIBIlIlOI', I, Caral,U. II. Ilr- unto thi., ., LalIt Will.... Tn_t, ..t..,. bead ead _1 tIl1a .r~ day of 7[, L r . - c(SW. , 1968. _.JI.~_;../~ ....~.Jp l3......- -- Page ODe of two Pegee ~". ..~ -~...-' .' .... ':;":." ,.~,.i- .. ;'. ',';' ..:.:.,*"~;--i ,.. - .. .'1-,.'':. it'.; 1.;(:,1. r'~lT V:'.:>> J:E2.1. ,-!! l~ijJ; SIGI1EIl, SUI.EIl, l'llBLlSllEll azul JmCL&aED by Geralda. a. B~....,eman. tbe ebove-aaed Teocetrix, .. azul fo~ ber Laet Will cd Te._t IJt the pre..""" of u, who hav. h.r._to sublC%'ib.ct our ~. .. wla..... at hlir requ.t, :I.a tbe pr.....ee of the edd Teetetrix _ 0 / (, - d ;} .5--'--, I? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Recc: Reil ~TE ',:,ESTATE OF . -DATE OF DEATH FILE NUMBER P 2~~~TY 01-21-2002 STOUCH 03-09-2001 21 01-0546 CUMBERLAND 101 GERALD L BRENNEMAN 236 S HANOVER ST CARLISLE .02 JAN 25 '*/../1 ., - ./ REV-1547 EX AFP 112-DDl GERALDINE R PA 17013 Cic'lh ClUnb8; L;{ Amount Remitted 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=i5'4-j-E3f-AFP--fi1f=ooY-NoYicE--OF-YNHEifiTANCE-YA'X-A-PPRjrisEi'-ENT~--ALrowAircE-oR------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STOUCH GERALDINE R FILE NO. 21 01-0546 ACN 101 DATE 01-21-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 131,314.00 X 045 = 5,909.00 .00 X 12 = .00 .00 X 15 = .00 (19)= 5,909.00 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) 117.400.00 .00 .00 .00 12.055.00 .00 20,343.00 (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/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 1l0) 18,169.00 315.00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 149,798.00 (11) (12) (13) (14) 18.484 on 131,314.00 .00 131,314.00 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-08-2001 AA496701 295.45 6,400.00 TOTAL TAX CREDIT 6,695.45 BALANCE OF TAX DUE 786.45CR INTEREST AND PEN. .00 TOTAL DUE 786.45CR · 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.) RESERVATION: Estates Df decedents dying Dn Dr befDre December lZ, 198Z -- if any future interest in the estate is transferred in pDssessiDn Dr enjDyment to Class B (collateral) beneficiaries Df the decedent after the expiration of any estate for life Dr for years, the CommDnwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of SectiDn Zl40 Df the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with YDur payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF KILLS I AGENT REFUND (CR): A refund of a tax credit, which was not requested Dn the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services fDr taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT Dnly). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance Df deductiDns, Dr assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days Df receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZl, Harrisburg, PA 171Z8-10Z1, OR --election to have the matter determined at audit of the accDunt Df the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this asseSSMent should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the bODklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X tax amnesty nDn-participation penalty is cDmputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as YDU wDuld appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, Dr nine (9) months and one (1) day from the date of death, to the date Df payment. Taxes which became delinquent befDre January 1, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year tD calendar year with that rate announced by the PA Department Df Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest FactDr Year Interest Rate Daily Interest FactDr 198Z ZOX .000548 199Z 9X .000Z47 1983 16X .000438 1993-1994 n .00019Z 1984 llX .000301 1995-1998 9X .000Z47 1985 13X .000356 1999 n .00019Z 1986 lOX .000Z74 ZOOO 8X .000Z19 1987 9X .000Z47 ZOOI 9X .000Z47 1988-1991 llX .000301 ZOOZ 6X .000164 --Interest is calculated as follDws: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NDtice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date Df the assessment. If payment is made after the interest computation date shown on the Notice, additiDnal interest must be calculated. /t ~d3S -% COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' (J;v' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REV-16D7 EX AFP liZ-DOl GERALD L BRENNEMAN 236 S HANOVER ST CARLISLE .02 f'IAR 1 B r) 2 : 1 5 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-11-2002 STOUCH 03-09-2001 21 01-0546 CUMBERLAND 101 GERALDINE R PA 17013 Cum,., 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 paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ R'EV=i6'ifj-E3r-AFP--fi'2---ooy------...--iNHERITANc'E--TA3r-sTAYEM'E-NT-ifF'-Ac-couiif--.-..---------------- ----- ESTATE OF STOUCH GERALDINE R FILE NO.21 01-0546 ACN 101 DATE 02-11-2002 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 5,909.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-08-2001 AA496701 295.45 6,400.00 01-22-2002 REFUND .00 786.45- TOTAL TAX CREDIT 5,909.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: C0l1110NWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 2~-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: l-800-~~7-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of the tax paid is allowed. PENALTY: The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67-) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate DailY Interest Factor 1982 207- .0005~8 1992 97- .0002~7 1983 167- .000~38 1993-l99~ n .000192 198~ 117- .000301 1995-1998 97- .0002~7 1985 137- .000356 1999 n .000192 1986 107- .00027~ 2000 87- .000219 1987 97- .0002~7 2001 97- .0002~7 1988-1991 117- .000301 2002 67- .00016~ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ~ .. (, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-0546 ------------------------------------------------------------------------------ ESTATE OF GERALDINE R. STOUGH A/K/A GERALDINE R. BRENNEMAN A/K/A GERALDINE R. BRENNEMAN-STOUGH, DECEASED Late of Upper Allen Township, PA ------------------------------------------------------------------------------ F AMIL Y SETTLEMENT AGREEMENT AND RELEASE OF GERALD LEE BRENNEMAN, ADMINISTRATOR C.T.A. Date of Death: March 9, 2001 Letters Granted: June 8, 2001 First Complete Advertisement of Grant of Letters: July 10, 2001 Account stated to March 21, 2002 John C. Oszustowicz, Esq. 104 South Hanover Street Carlisle, PA 17013 (717) 243-7437 AGREEMENT TO INDEMNIFY, RECEIPT, AND RELEASE THIS AGREEMENT, by and among Gerald Lee Brenneman Administrator C.T.A. of the Estate of Geraldine R. Stough a/k!a Geraldine R. Brenneman a/k!a Geraldine R. Brenneman- Stough Deceased, and Gerald Lee Brenneman. WHEREAS, Geraldine R. Stough a/k!a Geraldine R. Brenneman a/k!a Geraldine R. Brenneman-Stough died March 9,2001, testate, a resident of Cumberland County, Pennsylvania; and WHEREAS, the Last Will and Testament of Geraldine R. Stough a/k!a Geraldine R. Brenneman a/k!a Geraldine R. Brenneman-Stough dated February 5, 1968, was du1y probated in the Office of the Register of Wills of Cumberland County, Pennsylvania as appears of record at Number 21-01-0546 (a copy of the Will is attached hereto and marked Exhibit A); and WHEREAS, Letters of Administration C.T.A. were issued to Gerald Lee Brenneman on June 8, 2001; and WHEREAS, said Administrator C. T.A. has duly administered the estate according to the laws of the Commonwealth of Pennsylvania; and WHEREAS, in II. of her Will, decedent gives, devises, and bequeaths her entire estate unto her son, Gerald Lee Brenneman.; and WHEREAS, Gerald Lee Brenneman has been furnished with a complete listing of the estate assets, receipts and disbursements; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this estate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, it being the desire ofthe parties to avoid the expense, delay and publicity of a formal accounting. NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements recited herein, the parties do agree as follows: 1. Beneficiary does hereby release and forever discharge Administrator C.T.A., from any and all liability which he had or may have or which may from time to time arise in connection with his service as Administrator C.T.A. of the Estate of Geraldine R. Stough a/k!a Geraldine R. Brenneman a/k!a Geraldine R. Brenneman-Stough, Deceased, and hereby authorize and request the Orphans' Court Division to charge the same against his share of said estate, and in consideration for said distribution, hereby agree to refund any amounts so distributed which may be required to fully discharge any tax liability of the estate, debts of the decedent, or administration expenses. 2. The party to this Agreement acknowledges that this Agreement shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon his respective heirs, successors, Administrator C. T.A.s, and assigns. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. day of ~y-i I , 2002. ~~// ~ /55ur1~4-T Gerald Lee Brenneman, Administrator C.T.A. LL~Lul WITNESS ~/ /:~~J~~ Gerald Lee Brenneman Exhibit A LAST WILL AND TESTAMENT 21-01-546 OF GERALDINE R. BRENNEMAN and making void any and all other wills by me at any time heretofore made. publish and declare this as and for my Last Will and Testament hereby revoking Pennsylvania, being of sound mind, memory and understanding, do hereby make, I, GERALDINE R. BRENNEMAN, of Upper Allen Township, Cumberland County, I. decease. debts and funeral expenses as soon as conveniently may be done after my I direct that my Executor hereinafter named shall pay all my just II. All the rest, residue and remainder of my estate, whether real, days. If my said husband does not survive me by a period of thirty days, then unto my husband, ROBERT J. BRENNEMAN, if he survives me by a period of thirty personal or mixed, and wheresoever situate, I hereby give, devise and bequeath entire estate unto my son, GERALD LEE BRENNEMAN. this gift to him shall be divested, and I then give, devise and bequeath my III. HENDERSON, as Guardian of the person and estate of my minor child if my husband I I Robert J. Brenneman, should predecease me. IV. I hereby nominate, constitute and appoint my sister, MILDRED V. I hereby nominate, constitute and appoint my husband, ROBERT J. J. Brenneman should predecease me, or otherwise fails to qualify, or ceases to BRENNEMAN, as Executor of this, my Last Will and Testament. If the said Robert CLYDE K. BRENNEMAN, as Executor. act as such, then I nominate, constitute and appoint my husband's brother, unto this, my Last Will and Testament, set my hand and seal this IN WITNESS WHEREOF, I, Geraldine R. Brenneman, the Testatrix, have of 7~ s~ day , 1968. LAw O"....IClE. ~~~..),k~~.J'_~L JON ". L.....FAVER 317 TMI~C eT"'EtT NEW CU"".K~I..""ND. ,.". I I, -...,- ------_1__ '"'''_''''' .. Page one of two Pages L.AW O"ICE8 .JON F. LA-FAVER 31"7 THI"O 8TAEET NEW CUM8EIltLANC. p". ..~"~.....,~."~,.,"..!.,,,,,.""",IC""--~:~.:'~.~ ~_ "",,",,,,..,__~_,,,'~1_ SIGNED. SEALED. PUBLISHED and DECLARED by Geraldine R. Brenneman, the above-named Testatrix. as and for her Last Will and Testament in the presence of us. who have hereunto subscribed our names as witnesses at her request, in 'h. pr.,.ne. of 'h. ,aid T"','rix ao~~ c_~,/ e?f~ Page two of two Pages ;;tI " .. n/ U()K- STATUS REPORT UNDER RULE 6.12 Name ofDecedent: fuA-Jd I ~ R. sl-oK Il Ie j\, bc.r "ItA i"f:... It l,Y Ulh<!.-lI\ AA\ _L . k-- A. GlX'1A. / m b R. 6 n,,1\hLM~11 - S1t>ILO' Date of Death: Much q J ?-o 0 I Will No.: J()O/- DOS4---lJJ t\~~.NO.: dl-~/-{J~U 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 ~ No 0 2. Ifthe 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 ~resentative file a final account with the Court? Yes _ No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal~resentative state an account informally to the parties in interest? Yes.>A\ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be fil d with the Clerk of the Orphans' Court and may be attached to this 0 Date: ~- i~~ 03 Tl.lCAA- b. NItYL/bL Name /04-- s. /+It+J 0 veIL ~T. ~ISL.e J ~^ Address "1-- ;rlf'3 -1+'31 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative II . Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/07/2003 BRENNEMAN GERALD LEE 35 PARKER STREET CARLISLE, PA 17013 RE: Estate of STOUGH GERALDINE R File Number: 2001-00546 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.1, for decedents dying on or after July 1, 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: 3/09/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: JFile Counsel Judge