HomeMy WebLinkAbout01-0567
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PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Eileen H. Brandt
also known as
No. 21-01-567
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. / .:.f 8 - llo - O? (p I 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 executors
in the last will of the above decedent, dated August 16
and codicil(s) dated N/A
&~med
,19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
O~cendent was domiciled at death in Cumberland CouQty, Pennsylvania, with
her' last family or principal residence at 310 Chestnut Street,Mt. Holly Spnngs, PA
(list street, number and muncipality)
Decendent, then 81 years of age, died June 2 , 192001
at CAI€.USLE I pA. .
Except as follows, decedent did not marry, was not 9ivorced 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:
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: 310 Chestnut Street, Mt. Holly Springs, P A
$ 35,000.00
$
$
$
$ 65,000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
I (testamentary; administration c,t.a.; administration d.b.n.c.t.a.)
theron.
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Mary Louise Paxton
29 Victory Church Road
GarnnerR, PA 171?4
r~O)t
6tZtt). 4~
~raig Paxton
29 Victory Church Road
'~arnnerR, PA 17324
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l.. ss
COU NTY OF Cumberland J
The petitioner(s) above-nam?d swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) wiII well and truly administer the estate according to law.
Sworn to or affirmed and M~ L~ Fait' crx.. CI)
b f h bth Mary L uise Paxton I <iQ'
y?:;' is ~ ~
r!/I." ~ ~
'Cra~ Paxton .~
/ ~ ..:J-3~- 11./
No.
21-01- 567
Estate of Eileen H. Brandt
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 18 192001 ,in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated August 16, 1989
described therein be admitted to probate and filed of record as the last will of Eileen H. Brandt
and Letters testamentary
are hereby granted to Mary Louise Paxton and Craig Paxton
~r r? ~-~~"'-_/ PO"- ~ 4-"0/
Register o.f Wills
FEES
P b L E $200.00
ro ate, etters, tc..........
Short Certificates( ).......... $ 21.00
4..-page,s . $ 12.00
KenunClaUon ................
JCP $ 5. 00
TOTAL _ $ 238.00
Filed ......... ..:PJ~.~ . t?.. .f9P.1. . . . . . . . . .
Robert C. Saidis, Esq. #21458
ATIORNEY (Sup. Ct. 1.0. No.)
2109 Market Street, Camp Hill, P A 17011
ADDRESS
717-737-3405
PHONE
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This is to certif)' that the information here given is correctly copied from an original certificate of death dlll~ filed with
Local Registrar. The origiml certificate will be forwarded to the State Vital Records Office for permanent filmg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar
Fee for this certificate, $2.00
P 7402220
JlJN
4 2001
Date
21-01-567
H105.143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
PRINT
~
\NENT
KINK
NAME OF DECEDENT (First. MiCldIe, Last)
1.
AGE (LUl Birthday)
E~~een H. Bkandt
SEX
STATE ALE NUMBER
SOCIAL SECURITY NUMBER
DATE OF DEATH (Month, Day, Year)
87
UNDER 1 YEAR
Month8 DIY'
UNDER 1 DAY
Hours i Minutes
2. Fema~e 3. 778 - 76 - 0767
BIRTHPLACe (City and PLACE OF DEATH (Check only one see instructions on other side)
Stale 01' FOI'eign Country) HOSPITAL:
Gakdnek-6, P A In..'Io" ~
7. ...
FACiliTY NAME Of not institution, give street and number)
<June 2 2007
.d.\
..
COUNTY Of DEATH
CUm6ek~and
v".
~=.,)O
3 7 0 C he-6tnut: St.
11. Mt. HoUy Spk~n9-6,
FATHER'S ~~~0~~o.r :-~H owe
11.
INFORMANT'S NAME (TypelPrinl)
.... Mak Pax.ton
METHOD OF DISPOSITION
Burial ~ Cremation 0 Removel from Stata 0
Donation 0 OtMr CSPfl(:ify\
178. Sllle
MARITAL STATUS. Married
N....., Married, Widowed.
DiYorc.a (Specify)
14. w~dowed
17c.D Vel. deeedent I~ In
RACE. American Indien, BlICk. White, ele
(Spocify)Whae
'D.
lb.
DECEDENT'S USUAL OCCUPATfON
(~~~~~:Io~u~r~r:f
114. Seam-6tke-6-6 11b. Manu6a"tuk~n
DECEDENT'S MAILING ADDRESS (Street, CitylTown, Slate. Zip Code) DECEDENT'S
ACTUAL
RESIOENCE
(See instructions
PA 77065 onolh"'''ej
SURVIVING SPOUSE
(1I wife. give maiden neme)
Iwp
17b. Coo
Mt. HoU
-6
cttylboro'
..
McJ.rv aUt
21.
I Appro:dmate
: Inle......1 brttw..n
IJfnset and duth
J
PARYI!:
{b,
c.
d.
DUETQ (OR AS ACONSEOUENCE OF):
~{d
vd/~'
WERE AUTOPSY FINDINGS MANNER OF DEATH
AVAILABLE PRIOR TO
COMPlETION OF CAUSE R 0
OF DEATH? Nlturl' Homicide
Ace.nl 0 Panding Investigation 0
NO\tl. ,...0 No 0 Suk:1de 0 COOk! not N determined 0
DATE OF INJURY
(MOf'Ith, Day, Year)
TIME OF INJURY
INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
,... 0 NO,g(
3 3Ob. M.
PLACE OF INJURY. At t1ome, hmn. Ilreet, factory. officI
buldlng, etc. (Specity)
.2... 21b. 21. 3Oe.
CERTIFIER (Check only one)
-CERTIFYING PHYSICIAN (Physician certifying cavae Of death wtll:tn another physician has pronounced death and completed ttem 23)
To the bnt o'my know-.. death occul'l'lld due to the CIIUM(I) Incr rTUlnnenl etalltd,....................................................
-MEDtCAL EXAMINER/CORONER
On the b.... of eumlnatlon and/or InYeatlgatlon, In my opinion. d.ath occurred at the tllne, dllte, and place, and due to the cau-<<a) and
manner n stated.. ....."...,.....................................................................................
31a.
REGISTRAR'S SIGNMURE AND NUM
f.\. t'~~~
~ \ ,;){ Ildl
32.
DATE FILED (Month. 0
-~RONOuHCINQ AND CERTIFYING PHYStOAH (Physicien both pronouncing death and certifying to cause of death)
To the best of my know1ltdge, dellth OCCUn'M at the Ume, d"', Ind place, and d.... to the CIIuM(l) and fMInner II Ilaled.. . . . . . . . . . . . . . . . . . . . . . . . .
3<.
oj
SAlOIS, GUIDO
& MASLAND
26 W. High Street
Carlisle, Pa.
21-01-567
LAST WILL AND TESTAMENT
OF
EILEEN H. BRANDT
I, EILEEN H. BRANDT, of the Borough of Mt. Holly Springs,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
revoking all other wills and Codicils heretofore made by me.
FIRST
QL;
I direct the payment of my just debts and expenses of my
J: last illness and funeral from my estate as soon as after my death
as conveniently may be done. I direct that my body be interred
in my cemertery lot at Westminster Cemetery, Carlisle,
Pennsylvania.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
inscription of a suitable marker for my grave and a contract for
i perpetual care.
SECOND
I give, devise and bequeath all the rest, residue and
remainder of my estate as follows:
A. Twenty-five (25%) percent to BLANCHE HOWE, my
sister-in-law, provided however if she predeceases me to
the church which Blanche attends at the date of her
death in Cashtown, Pennsylvania;
B. Twenty-five (25%) percent to my brother and
sister-in-law, ARTHUR and AGNES HOWE, or the survivor of
them, provided however if they predecease me to St.
Patrick Catholic Church, Carlisle, Pennsylvania.
I)
SAlOIS, GUIDO
& MASLANO
26 W. High Street
Carlisle, Pa.
C. Twenty-five (25%) percent to KATHLEEN COLSON, my niece,
provided if she predeceases me to the church which she
attends at the time of her death.
D. Twenty-five (25%) percent to LAWRENCE and ESTHER BRANDT,
or the survivor of them, provided however if they
predecease me to the United Methodist Church of Mt.
Holly Springs.
THIRD
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or otherwise
shall be paid out of the principal of my residuary estate.
FOURTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in his
absolute discretion:
(a) To retain in the form received, or to sell
either at public or private sale any real or personal
property;
(b) To exercise any options to subscribe for
stocks, bonds, or other investments.
(c) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure
of any corporation in which my estate or any trust may
hold stocks, bonds or other securities;
(d) To sell, transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal, which
at any time may form part of my estate, for the payment
of debts or taxes, or for any purpose of administration
or distribution, for such prices and upon such terms
- 2 -
SAlOIS, GUIDO
& MASLAND
26 W. High Street
Carlisle, Pa.
, .
as my personal representative, in his sole discretion,
may deem wise, and to execute and deliver deeds of
conveyance or transfer thereof;
(e) To make settlements and compromises on such
terms as my personal representative in his sole
discretion may deem wise without the necessity of
obtaining any court approval thereof;
(f) To make distribution hereunder either in cash
or kind, as my personal representative in his discretion
may deem wise.
FIFTH
I do hereby nominate, constitute and appoint MARY LOUISE
PAXTON and CRAIG PAXTON, or the survivor of them to act as
Co-Exeuctors, of this my Last Will and Testament.
SIXTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I, EILEEN H. BRANDT, have hereunto set
my hand and seal to this my Last will and Testament, consisting
of three (3) typewritten pages, the first two (2) of which bear
my signature in the margin for identification, this
/~J ~Sj- , 1989.
1ft? day of
u
~ J. ~1-.u) H. I 13 ~a:-
Eileen H. Brandt
y
SAlOIS, GUIDO
& MASLAND
26 W. High Street
Carlisle, Pa.
. .
Signed, sealed, published and declared by the above-named
testatrix, EILEEN H. BRANDT, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed our
names at her request as witnesses thereto, In the presence of
said testatrix and of each other.
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SAlOIS, GUIDO
& MASLAND
26 W, High Street
Carlisle, Pa,
'.
, .
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
We, EILEEN H. BRANDT, ROBERT C. SAIDIS and MICHELLE L.
LANDIS , the testatrix and witnesses, respectively whose names
are signed to the foregoing or attached instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instrument as her Last Will
and Testament and that she signed willingly and that she executed
as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the testatrix signed the Will as witness and that to the best of
their knowledge the testatrix was at the time 18 or more years of
age, of sound mind and under no constraint or undue influence.
c
~ ~ .b.u H \ g<.i-f.LL.<-ctt-
Eileen H. Brandt
';;::~~diS' ~1i tness
~\~~h 'J
Michelle L. Landis ,
Y- GVYI (l\D
Witness
Subscribed, sworn to and acknowledged before me by EILEEN H.
BRANDT, the testatrix, and subscribed to and sworn or affirmed to
before me by ROBERT C. SAIDIS, and MICHELLE L. LANDIS
-t;A.
witnesses, this It day of
August
, 1989.
/' ?
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NOTARIAL SEAL
KAND! l. lENr;:ER, NOTARY PUBLIC
CAnllSLE Bor:o,. CUMBEfiLAND COUNTY
MY COMMISSlml EXPIRES FEBRUARY 20. 1993
c:
..::::::-
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Eileen H. Brandt
Date of Death: June 2,2001
Will No.
21-01-0567
Admin. No.
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
.. I) f'
on ) /.l/1 tx.' t, , 2001.
Name
Address
Mt. Calvary United Methodist Chruch
Esther Brandt
Agnes Howe
Kathleen Coulson
17 Cory Lane, New Oxford, PA 17350
305 Glenn Avenue, Boiling Springs, P A 17007
7 Todd Circle, Carlisle, P A 17013
24 Victory Church Road, Gardners, P A 17342
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
//22
Rob~ C. Said'is, Esquire
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, P A 17011
(717) 737-3405
Date: u../~/(C:,/ C I
/ /
Capacity:
_Personal Representative
--.X Counsel for Personal
Representative
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LAW OFFICES
JAMES D. FLOWER
JOHN E. SLIKE
ROBERT C. SAIDIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR.
CAROL J. LINDSAY
JOHNNA J. KOPECKY
KARL M. LEDEBOHM
JOSEPH L. HITCHINGS
THOMAS E. FLOWER
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attorney@ssfI-law.com
www.ssfI-Iaw.com
CARLISLE OFFICE:
26 W. HIGH STREET
CARLISLE, P A 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
August 30, 2001
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
Re: The Estate of Eileen H. Brandt
File No. 21-0100567
Dear Ladies:
Enclosed please find a check in the amount of 10,000.00 representing a payment on
account of inheritance taxes in the above estate. Please issue a receipt at your convenience.
Very truly yours,
SAIDIS, SHUFF, FLOWER & LINDSAY
~I
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( helby L. Y~ng, Estate Paralegal
Isly
Enclosure
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SAIDIS ROBERT C
26 W HIGH STREET
CARLISLE, PA 17013
___nn_ fold
ESTATE INFORMATION: SSN: 178-16-0761
FILE NUMBER: 21-2001- 0567
DECEDENT NAME: BRANDT EILEEN H
DATE OF PAYMENT: 08/31/2001
POSTMARK DATE: 08/30/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/02/2001
NO. CD 000221
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$10,000.00
REMARKS: ROBERT C SADIS ESQUIRE
CHECK# ?
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PAXTON MARY LOUISE
29 VICTORY CHURCH ROAD
GARDNERS, PA 17324
_____n_ fold
ESTATE INFORMATION: SSN: 178-16-0761
FILE NUMBER: 21-2001- 0567
DECEDENT NAME: BRANDT EILEEN H
DATE OF PAYMENT: 09/10/2001
POSTMARK DATE: 09/07/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/02/2001
NO. CD 000248
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,626.74
I
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TOTAL AMOUNT PAID:
$1,626.74
REMARKS: MARY PAXTON
CHECK# 114
INITIALS: VZ
RECEIVED BY:
SEAL
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
,
REV~ 1500 EX + (6-00)
CAPB
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST,AND MIDDLE INITIAL)
Brandt Eileen H.
DATE OF DEATH (MM-OD-YEAA)
OFFICIAL USE ONLY
G
1"1
DATEOF BIRTH (MM-DD-YEAR)
INITIAL
J[p-'J..3&
FILE NUMBER
21-01-0567
NUMBER
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
178-16-0761
THIS RETURN MUST BE FilED IN OUPlICA..TEWlTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a living Trust 1
(Attach copy of Trust)
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
(Attach copy of Will)
o 9. litigation Proceeds Received
010. Spousal Poverty Credit 0 11. Election to tax wnder Sec. 9113(A)
(date of death between 1Z-31-lJ1 and 1-1-95) (Attach Sch 0)
THI'$EeT!<lll'Ml1ST BE COMPLliTEll. ALL CORRESPONDENCE & CONFIDENTIAL TAX fNFORMATION SHOULD" DIRISCTEllTO'
NAME COMPLE1E MAILING ADDRESS
Robert C. Saidis
FIRM NAME (Ii Appllcable)
Saidis, Shuff, Flower & Lindsa
TELEPHONE NUMBER
2109 Market Street
Camp Hill, PA 17011
-3405
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate BlUing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1~7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Line 111
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub"ect to Tax (Une 12 minus Line 13)
(1)
(2)
(3)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
58,000.00
None
None
OFFICIAL USE ONLY
(6)
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Oue
20.
0.00
81,020.43
None
33,828.27
15,001. 04
12,108.08
19,137.67
808.85
(8) 118,937.39
(11) 19.946.52
(12) 98,990.87
(13) 17.970.44
(14) 81,020.43
x
X
X
X
.0 0
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(IS)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
12.153.06
12,153.06
Copyright (c) ZOOO form software only The Lackner G.roup, Inc.
Form REV-1500 EX (Rev. 6-00)
"
Decedent's Complete Address:
STREET ADDRESS
310 Chestnut Street
CITY I STATE I ZIP
Mt. Holly Springs PA 17065
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
12,153.06
10,000.00
526.32
Total Credits ( A + B + C) (2)
10,526.32
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + 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)
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. (SA)
B. Enter the lotal of Line 5 + 5A This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
1,626.74
0.00
1,626.74
..,:,:;p';,.,....
::~'L~~'~:~~~~~~:f~~:~'6LLb~t~ri::~G~~fi6:~~:.'~~'::~L~61'~~:'~~::;i~ii'I~'::;f~~::~~~~6~~j~f~"~[6'6:k:~
1. Did decedent make a transfer and; Yes No
a. retain the use or income of the property transferred; ~ ~i
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or.
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . 0 []]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? 0 [:xJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? 0 [!J
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, anti to the best of my knowledge and belief. It is true,
correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
Mary Louise Paxton and Craig Paxton
__ _~~_ ~~~!,o.':Y_~h"r~_~_ ~?_":<l___ ___ _ __ _ __ _ __ _ __ _ ____
Gardners, PA 17342
Saidis, Shuff, Flower & Lindsay
2109 Market Street
- - -Canl--Hl.l-i-- PA- -1"i6i1" - -- - --- --- --- - -- --- --- --.
DATE
?/,I/{)/
For dates of death on or after July 1, 1994 and beiore January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (il].
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)J, The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are stlll applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1,2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX11].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12'% [72 P.S, 9116(a)( 1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent whether by blood or adoption.
Copyright (c:) 2000 form software only The LaCKner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV~ 1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eileen H. Brandt
SCHEDULE A
REAL ESTATE
SS# 178-16-0761 06/02/2001
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jOintly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 310 Chestnut Street, Mt. Holly Springs, PA 58,000.00
(sale price - see settlement sheet attached)
FILE NUMBER
21-01-0567
TOTAL (Also enter on line 1, Recapitulation) $ 58,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
fl;EV-1508 EX + (1 ~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Eileen H. Brandt SS# 178-16-0761 06/02/2001
Include the proceeds of litigation and the date the proceeds were received by the estate.
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
10
FILE NUMBER
21-01-0567
All properly jointly-owned wllh the right of
DESCRIPTION
VALUE AT DATE
OF DEATH
15,000.00
44.16
PNC Bank, CD 21001052116
accrued interest
2
PNC Bank, CD #31700111240
accrued interest
5,000.00
1.16
3
PNC Bank, checking acct. #51-4018-1053
accrued interest
11,029.62
4.02
4
Commonwealth of PA, property tax/rent rebate
291.78
5
Comcast, refund
44.44
6
INA, pension check dated 5/1/01
30.24
7
Spring House, refund
1.60
8
M&T Bank, CD interest check (uncashed)
25.34
9
PNC Bank, CD interest check (uncashed)
96.41
Household furnishings and personal property
(sale prices - see attached)
2,259.50
TOTAL (Also enter on line 5, Recapitulation) $ 33,828.27
(If moce space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
8EV-1S09EX t('~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eileen H. Brandt
SCHEDULE F
JOINTL V-OWNED PROPERTY
SS# 178-16-0761
06/02/2001
FILE NUMBER
21-01-0567
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
Mary L. Paxton
ADDRESS
29 Victory Church Rd.
Gardners, PA 17342
RELATIONSHIP TO DECEDENT
greatniece
B.
Mary Ann Bream
806 Baltimore Pike
Gardners, PA 17342
greatniece
c.
Kathleen Coulson
24 Victory Church Road
Gardners, PA 17342
niece
JOINTLY -OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF
account number or sImilar ident\iy\ng number.
NUMBER TENANT JOINT Attach deed for Jointly-held reat estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 06/14/91 Central PA Conf. United
Methodist Church certif.
#10146 8,047.05 50.00% 4,023.53
2 B OS/26/92 Central PA Conf. United
Methodist Church certif .
16,949.11 50.00% 8,474.56
3 A 10/28/99 M&T Bank, CD #3100391051069 5,005.90 50.00% 2,502.95
TOTAL (Also enter on line 6, Recapitulation) $ 15,001. 04
(If more space is needed insert additional sheets of the same size)
copyright (c) 1996 form soHwam only CPSystems, Inc,
Form REV-1509 EX (ReI!. 1-97)
REV-1510EX ..(1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eileen H. Brandt
SSil 178-16-0761
06/02/2001
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
FILE NUMBER
21-01-0567
DESCRIPTION OF PROPERTY "10 OF
ITEM RELAt~8~M{:fI~ t~b~~~5~~-l~~J~~~~frEE6F ~~~~RSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 M&T Bank, CD#31003908147~10
joint with Kathleen Coulson
opened 04/02/2001 15,108.08 100.00% 3,000,00 12,108.08
TOTAL (Also enter on line ], Recapitulation) S 12,108,08
(Jf more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-iSl0 EX (Rev. 1-97)
REV-1511 EX-+('~97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eileen H. Brandt
06/02/2001
FILE NUMBER
21-01-0567
SSjl 178-16-0761
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
Gibson Hollinger Funeral Home 5,482.50
Mt. Holly United Methodist Church, funeral luncheon 48.14
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions 5,955.00
Name of Personal Representative(s) Mary Louise Paxton and Craig Paxton
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 29 Victory Church Road
City Gardners State PA Zip 17342
-
Year(s) Commission Paid:
2. Attorney's Fees Saidis, Shuff, Flower & Lindsay 5,765.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 238.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
The Patriot News, estate notice 118.53
Cumberland Law Journal 75.00
VerI Williams, trash hauling from house 650.00
Filing fee 15.00
Rowe's Auction, corrunission and cost of hauling 790.50
(see attached)
TOTAL (Also enter on line 9, Recapitulation) $ 19,137.67
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems. Inc.
Form REV-1511 EX (Rev. 1-97)
R.EV~ 1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eileen H. Brandt
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSf! 178-16-0761
06/02/2001
FILE NUMBER
21-01-0567
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
8
DESCRIPTION
AMOUNT
11.75
35.98
595.87
74.46
6.03
37.00
34.93
12.83
Sprint, telephone bill
GPU, utility bill
Mable Sallison, school taxes
Boro of Mt. Holly Springs, water, sewer and trash
The Sentinel, bal. of subscription
GPU, utility bill
Shipley Energy, heating oil bill
Pro-rated trash to date of sale
TOTAL (Also enter on line 10, Recapitulation) $ 808.85
(If more space is needed, insert additional sheets of the same size)
Copyrfght(c) 1996 form software onlyCPSystems, Inc. Form REV-1512 EX (Rev. 1-97}
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH Or PENNSYLVANIA
INHERITANCE TAX RETURN
RESID~NT DECEDENT
ESTATE OF
Eileen H. Brandt
SSjf 178-16-0761
06/02/2001
FILE NUMBER
21-01-0567
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outrIght spousal distributions, and
transfers under Sec. 9116(a)(1.211
1
Agnes Howe
7 Todd Circle
Carlisle, PA 17013
(Arthur Howe predeceased testatrix)
sister-in-law
2
Kathleen Coulson
24 Victory Church Rd.
Gardners, PA 17342
niece
3
Esther Brandt
305 Glenn Ave.
Boiling Springs, PA 17007
(Lawrence Brandt predeceased testatrix)
sister-in-law
4
Mary Ann Bream
806 Baltimore Pike
Gardners, PA 17342
greatniece
1/4 of residue
1/4 of residue
and surviving
co-owner of
jt. M&T CD
1/4 of residue
co-owner of
Central PA
Meth. Church
bond
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Mt. Calvary United Methodist Church
c/o Cindy Plank
17 Cory Lane
New Oxford, PA 17350
(1/4 of residue under item Second A. (Blanche Howe predeceased
testatrix)
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
17,970.44
17,970.44
Form REV-1513 EX (Rev. 9-00)
r
ROWE'S AUCTION SERVICE (RH79L)
,..,:~";_'f.._"".<'>, ," ',,,.,.- ',,'"
,-,'-", '
",":"'.,:-
Bill Rowe (AU 1538L)
Ben Rowe (AU 1092L)
2505 Ritner Highway . Carlisle, PA
249-2677 697-4794 249-1978
Bob Rowe (AU 2276L)
Dave Rowe (AU 2295L)
Auction Is Action Call ''Rowe" For Satisfaction
SELLERS NAME Q. J,~ -::t 'S.a. \ 'C)L "-
ADDRESS .,} Ie. f ~. \..l ,_",- I. c., ~.J~ of
~ -
(<), l-.:k i1.~"f ,
DATE
PHONE
g-//<:/o/
I .
;2.-Ll 3- L. 2- 2-"2-
AUCTIONEER %.2~--
i.-hJ., d.. '
~% }V
OTHER
AUCTION DATE/LOCATION
""R \~''I-v-.. ,., -\:
DESCRIPTION OF MERCHANDISE
~~ S~, ~_ '3lD (:\,~-l", ,,{ <;::..~
\1'\)_.-.\
1--\ \ l....
. \
\ Av. \i.' ~~ '-
'--
c-:".., l,'\..~~"""__
'" . '..
I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise. goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
AUCTION SIGNATURE SELLERS SIGNATURE
Total Sales IClerking Tickets Attached) $ ~;>-"1:)"1 ,..1::7'.)
Less Sale Expense:
"Z-S "/ ~o Commission Auctioneer $ / OJ () '...>0
10 ~':4"e<"
% Commission ~ $
OTHER:
TOTAL SALE EXPENSE DEDUCTED $
SELLERS NET $ I t..J ~q.. c;V
~.... AUCTI~TURE
SELLERS SIGNATURE
.~M&rBank
August I, 200 I
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
EILEEN H. BRANDT
6-2-2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
[nt.)
$5,005.90 $5.90
CD
31003910510659 EILEENH.BRANDT
:Jpi>~ /O/.12!9fMARYL.PAXTON
31003908147810 EILEENH. BRANDT
opened 4/2/0 I KATHLEEN E. COULSON
4331
CD
4331
$15,108.08 $108.08
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-40 10 or 1 -800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: ~(YIOJYl/Y1I:/D
uthorized Signature
9'\ - -1 'Cell) 118 ~
./ .
DATE:
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, PO. Box 707. Buffalo, NY 14240-0707
J UL -".1-,,1<:11<:11 1:': 4tl
~NL~HNK L\~ Vc~H~IMcNI
-
aPNCBAN<
Dec:edent Reporting
F irstside Center
500 First Avenue, 4111 Floor
Pittsburgh, PA 15219-3128
July 27,2001
Saidis Shuff Flower & Lindsay
AttD~ Robert C. Saidis
2109 Market Street
CampHill,PA 17011
RE: Estate of Eileen Brandt, Deceased
SSN: 178-16-0761
DOD: 06/02/2001
Dear Mr. Saidis:
Please find the date of death balances you have requested listed below.
CERTIFICATE OF DEPOSIT
#21001052116
EILEEN BRANCDT
DOD Balance: $15,000.00 + $44.16 accrued interest
#31700111240
EILEEN BRANCDT
DOD Balance: $5,000.00 + $1.16 accrued interest
CHECKING ACCOUNT
#5140181053
EILEEN BRANCDT
DOD Balance: $11,029.62 + $4.02 accrued interest
Page 1 of2
A mCl1Ibt:r of The PNC Fir-anoal Strvi~ Group
Om," PNC Plaza 249 Fifth Avenue Pittsburgh ~rur.liylvania 15222 2107
412 ?I<:I:O 1<:11<:1:'.( ~. 1<:11/1<:1"
/~c::::...
./
(t.-
SCP
Established 05/17/1995
Established 12/01/1997
Established 04/01/1963
o PNCBAN<
SAFE DEPOSIT BOX
#710
Located:
PNCBANK elF DEPARTMENT
412 705 0057 P.02/02
Established 02/23/1987
EILEEN BRANCDT
Mount Holly Branch
2 West Pine Street
Mount Holly Springs, P A 17065
717-486.3416
Our office only provides date of death balances for IRA's. CD's, Checking and
Savings accounts. We do NO Financial Transactions or Statement Orden. For
Further information please call1-llOO-4-BANKER or your local PNC Branch and
ask to speak with a Financial Services Representative.
Sincerely,
~~
1-800-762-1775
Page 2 of2
A member of Th~ PNC Rn~ncial Scrvicc:s Group
Om- PNC Plaza 249 Fifth Avenue Pitl3burqh Pcnnsylv..nia 15222 2701
TOTAL P.02
r
~
No. I 0 146
of
900 S. ArUnv;ton A.ve. Room #119, HarrIsburg, pa. 17109
JUNE 14. W~
On demand we promise to pay to the order
EILEEN H. BRANDT oR MARY L. PAXTON
$*8.000.00
;';"'*EIGHT THOUSAND AND- - -- - --- - - -- --NO - - Dollars
7 5 (L 100
WIthout defalcation or stay of execution. for value received, ,,1th lJ:tterest a~"'7o, per annum. waiving lnquiBl-
tioD and exell1ption laW's, BJld confess judgment for above sum without offset. with interest and costs of suit, and
with five per cent for collection fees. There 15 a 1% penalty on all monies not left in the fund for a period of one
year.
No. 10468
of
THE CENTRAL PENNSYLVA.NlA. CONFERENCE SION Ol'j';'LOANS
. THE UNITED, METHODIST C iH /"? ./::;/
, ,. 'il. -L-. 'r7J'1 l#~-
L-^-''-"f -' rr.-J, .;.... ~-.......:...-t...z........"'-- '-Cri " '-"
TREASUR1tR CHAIRPERSON OF T:Em..-DIVISION ON 1..
. ( .
900 S. Arli.~gton Ave., Room #119, Harrisburg, Pa. 17109
MAY 26, 1s2.L
On demand we promise to ps.y to the order
EILEEN H. BRANDT OR MARY ANN BREAM
$ " 16 , 850.0
****SIXTEEN THOUSAND, EIGHT HUNDRED FIFTY AND ----NO/l00-- ---- - Do~
Without defalcation or stay of execution, for value received, ni.th interest at 6. 50%, per annwn, waiving lnquisi.
tion and exemption ]aws~ and confess judgment for above sum without o:tfset, with interest and costs ot suit, and
with :five percent for collection fees. There is a 1% penalty on all monies not left in the fund for a period of one
year.
THE CENTRAL PENNSYLVA.NlA. CONFERENCE COMMITTEE ON LOANS ,,'
...., UNITED METHODIST CIffiRCH ('\ Ii i . ' '. / I
In ,.. -", "'i-I) 1///
A.ttest: "---...-' rl<./, . .....~ L. 'J~, IJ /d-rl.-V..-i<'Uti
'I'BEAStJ'RER CBAIRPEiRSON OF THE COMMI'tTJ:!: ON LOANS
o~
SAIDIS, GUIDO
& MASLAND
26 W. High Street
. .caclisle. Pa.
,
LAST WILL AND TESTAMENT
OF
EILEEN H. BRANDT
I, EILEEN H. BRANDT, of the Borough of Mt. Holly Springs,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last will and Testament, hereby
revoking all other Wills and Codicils heretofore made by me.
FIRST
I direct the payment of my just debts and expenses of my
last illness and funeral from my estate as soon as after my death
as conveniently may be done. I direct that my body be interred
in my cemertery lot at Westminster Cemetery, Carlisle,
Pennsylvania.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
inscription of a suitable marker for my grave and a contract for
perpetual care.
SECOND
I give, devise and bequeath all the rest, residue and
remainder of my estate as follows:
A. Twenty-five (25%) percent to BLANCHE HOWE, my
sister-in-law, provided however if she predeceases me to
the church which Blanche attends at the date of her
death in Cashtown, Pennsylvania;
B. Twenty-five (25%) percent to my brother and
sister-in-law, ARTHUR and AGNES HOWE, or the survivor of
them, provided however if they predecease me to St.
Patrick Catholic Church, Carlisle, Pennsylvania.
()
SAlOIS. GUIDO
& MASLAND
26 W. High Street
.Orlisle, Pa.
C. Twenty-five (25%) percent to KATHLEEN COLSON, my niece,
provided if she predeceases me to the church which she
attends at the time of her death.
D. Twenty-five (25%) percent to LAWRENCE and ESTHER BRANDT,
or the survivor of them, provided however if they
predecease me to the United Methodist Church of Mt.
Holly Springs.
THIRD
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or otherwise
shall be paid out of the principal of my residuary estate.
FOURTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in his
absolute discretion:
(a) To retain in the form received, or to sell
either at public or private sale any real or personal
property;
(b) To exercise any options to subscribe for
stocks, bonds, or other investments.
(c) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure
of any corporation in which my estate or any trust may
hold stocks, bonds or other securities;
(d) To sell, transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal, which
at any time may form part of my estate, for the payment
of debts or taxes, or for any purpose of administration
or distribution, for such prices and upon such terms
- 2 -
SAID IS. GUIDO
& MASLAND
26 W. High Street
Carmie. Pa.
as my personal representative, in his sole discretion,
may deem wise, and to execute and deliver deeds of
conveyance or transfer thereof;
(e) To make settlements and compromises on such
terms as my personal representative in his sole
discretion may deem wise without the necessity of
obtaining any court approval thereof;
(f) To make distribution hereunder either in cash
or kind, as my personal representative in his discretion
may deem wise.
FIFTH
I do hereby nominate, constitute and appoint MARY LOUISE
PAXTON and CRAIG PAXTON, or the survivor of them to act as
Co-Exeuctors, of this my Last Will and Testament.
SIXTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I, EILEEN H. BRANDT, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of three (3) typewritten pages, the first two (2) of which bear
my signature in the margin for identification, this
j}~sf ,1989.
It:? day of
"
Cll~~'.l..J) \-\.. 13~
Eileen H. Brandt
~
SAllIS, GUIDO
& MASLAND
26 W. High Stree'
Carlisi., Pa.
Signed, sealed, published and declared by the above-named
testatrix, EILEEN H. BRANDT, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed our
names at her request as witnesses thereto, In the presence of
said testatrix and of each other.
~w ~ ADDRESS c2h W h4 j L
"-=--{ (/,h ~ ".,f., /2
~u0.\o~~",- 1. '-i.(NY\d.~ ADDRESS ~\o 'i0..PDi '-ii If ~/JOrt..
c(}.;\ ~~. --fft \ 7013
COMMONWEALTH OF PENNSYLVANIA:
: SS
COUNTY OF CUMBERLAND
:
We, EILEEN H. BRANDT, ROBERT C. SAID IS and MICHELLE L.
LANDIS , the testatrix and witnesses, respectively whose names
are signed to the foregoing or attached instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instrument as her Last Will
and Testament and that she signed willingly and that she executed
as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the testatrix signed the Will as witness and that to the best of
their knowledge the testatrix was at the time 18 or more years of
age, of sound mind and under no constraint or undue influence.
<>
0[\ "r1 \J.-
c....:......:x , 111.) r=:t l 1~C1..lLL.L.I:U
Eileen H. Brandt
, /;::~diS' vii tness
\..frh& ~t 'J 'f.cvnrLo
Michelle L. Landis, Witness
Subscribed, sworn to and acknowledged before me by EILEEN H.
BRANDT, the testatrix, and subscribed to and sworn or affirmed to
SAIDlS, GUIDO
& MASLAND
26 w. High Street
Carlisle. Pa.
before me by ROBERT C. SAIDIS, and MICHELLE L. LANDIS
-(:k-
witnesses, this /~ day of August
PubJ..ic
NOTARIAL SEAL
KANOI L. LENKER. NOTARY PUBLIC
CARLISLE BORD.. CUMBERLAND COUNTY
MY COMMISSION EXPIRES FEBRUARY 20. 1993
B TVnA nf I n~n ana UllI.:ul LIb
i. OFIIA 2. OFmHA 3. OConv. Unins. I 6. File Numbl:( T7. Loan Number T 8. Mortgage InsuruJlc~ Case Number
LL.u~. . Ornn.. 'no TI200 j.173RCS
C. Nate: This form is fu~lshed!a give you 8 slalemtml 01 acluaJ settlemenl cosls. Amounts paid 10 and by the selllemenl agenl ara shown
Items marked. (p.o.c.) were pa~ outsIde Ihe closing, the)' ar. shown here for Information purposes lmd are not inclwded in (he 'otafs.
WARNING: IllS. Clime to kOOWll1gly make false ,tataments to th~.~f1j,!?, Slates on Ihis or ~~'olher lIimilar form Penaltias upon
r.onvicllOt't can inr.ludl'l a rlnA Ann imDr'!ilonmenl For dAI81lll; seA' Tit .
D. NAME OF BORROWER: John II. Gause Trust, Marian T. Gause
....
E. NAME OF SELLER: Estate of Eileen H. Brandt
F. NAME OF LENDER:
G. PROPERTY ADDRESS: 310 Chestnut Street, Mt. l'lolly Springs, PA 17065
Mt. Hollv Snrin.s Borou.h
II. SITILEMENT AGENT: Saidis, Shuff, Flower & Lindsay, Telephone: 717.243..6222 Fax: 717-243-6486
PI A('" 'w <CTT' , 26 West Hi.h Street Carlisle PA 17013
, <r.Tn " , 'r. 0'/27/200 I
J. SUMMARY OF B6RROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
1nn ..~ .. ., 'UT nll~ ~o^.. Ann '"~ TO O~I , ~o.
,n' .. n.'," 58 000..00 'M . . nde. 58 000.00
,no D.'MM' D,^n.~, 'M n. "Pmn..'"
103 .... 1 184.25 .n'
'n. .n.
,no .n.
. 'M: ,..u., in, .., "n, . U"' In.
1M (,;"'"~n I.... An.
1 n7 rn..nh...... 08/27/01'n 12131/01 81.72 .n7 r...n.".... 08/27 1011n 12 131/01 81.72
1no OB/-21/01In 06/30/02 502.81 '0' Oohnn' T..., 08/27/01'.06/30/02 502.81
mo .nn
110 ..n
111 .11
11? ..7
120 GRORR ..'^' 'hiT n' ,<= <='''''' 59 768.78 .on ,II~ TO o~, . ~o. 58 584.53
?OO '~""Tn ( OR ON o<=',^, ~ O~ BORROW~R ono o~D' ,rTIOhl" .., " ,~ Tn o~, . ~o
on' 2 000.00 On! ~'"..
?M .no .m ...nm 597.36
?O3 .". 'M 0..'.". 'n.",.II.k.n
?o. <n.
705 .n.
?OB. Onll
7n7 'n7
?nR <no
?nO 'M
,'m' "n. .
?10 ^""... .. ..n
?11 Cn..n'" ,.... ...
010 <10 lIohnO' Tax",
713 <10
71' <..
?1< 0.<
2" ...
7<7 ..,
?1. ...
71.. ...
"0 T^TA' CA.n 2 000.00 O?n TnTA' .><=,,, ,rT'nhl A"n' . r~" rn 597.36
,no ' ~O^.. ^" Tn onn ~.r' ... . no <=om' rr, , r.
301 ",n.. ....... . ",.. ,om 59 768.78 'n! .. 'n 58 584.53
'07 , ... .mnun" , .,. ...". .??m 2 000.00 .no . ... . .". 597.36
303. 57 768.78 on,. ('A <=0 57 987. 17
SUBSTITUTE FORM 1099 SELLER STATEMENT: The inlormationcontainad herein is important tal( infonnetion and is being fumilhed 10 lhe Inlernal Revenue Service. If you are required 10 file
8 relum,
~w::.e~~~e=v~8c':.~il~I~~:8 '~~~~~~~~dlr':~u~~hlS Ilem is required 10 be reported and the IRS determines that it has not been reported. The Contrect Sal.. Price described on
~E~~~~ 1~:~~~,?N:~n: ~};:: :7~8:~ ~r:25f=r;IS~=~8b';~~1o'4119. 5ela or EliChange of Prineipel ReslQenc8, lor any gein, with your Incomelall: rl\llurn; lor other lrafllladionli,
You are required by law 10 providalhll .etUamanl agenl (Fad. 181\ 10 No: )wllh your .COrreclt8l<paYBf Identificalion number. "you do nol provide your corred taxpayer idenlifit:alion
/1I.Ifflb8t. you may b. lubj.d to civil or criminal p."altlel Impolled by law. Under penaltIes of perjury. I certify Ihetlhe number shown on Ihis Ilalementll my correcllalCpsyer idenhflCallorl
number
TIN:
SELLER(S) SIGNATURE(S)'
SELLERIS) NEW MAILING ADDRESS:
TiUeExpress Settlement System Printed 08l2412ooJ at 09:31
REV. HUD-I (3186)
TilleExpress Settlement System Printed 0812412001 at 09:31
IU~V. !-IUU-I P/~()J
ARTMENT OF HOUSING AND URIlAN DEVELOPMENT
File Number: T12001-173
SETTLEMENT STATEMENT p A(W J
,LEMENT CHARGES PAID FROM PAID FROM
JTAL SALES/BROKER'S COMMISSION based 0" orice S58, 000.00 @ 0,000 - BORROWER'S SELLER'S
n',,"'nn FUNDS AT ~UNDS AT
, . '0 SETTLEMENT SETTLEMENT
.00 . 'n
'00 ..
OM 'I'" ",....
An, , c.. ...
AM '1.
.00 .. , <.
.n.
An< , .n..,'. , c..
00. . <.
'0'
AnA
AM
"0
A"
onn 'TC"O "~..~~.., Tn
0"' '.'m.' <.. '0 "". ..."
On? 'n' In
OM Um." 1m '0
OM
00<
'n^^ , C~D
.nn, U. ." ,,,,. .-.
,no, mnO'" Imo
.no, ~.". b'nn.~. T. mo "". Imo
'M' "". 19.57 '_n
'on< <.hMOT.... mo ,,,,. 49.66 ._.
.noo .., .
"on T'T' C
"0'
,,0. . ....."
..00 T"'.
"n. TOO'.'
..0<
,,""
"0' ,..... ,,~, rH ~ C:hnff " . T' . '>('If"'
"0.'''..' , "no ,
"OA ""., I" Robert c. Saidis Arrent 576.75
"..'..".. , "no ,
"00 .
'''0 ~...n,'. .. 58 000.00 - 576.75
.... In Robert C. Saidis Arrent
""
"n
"nn A ,.
""' ,<.n. nnn.' 27.50 .. .b"M'" 27.50
'OM n..... 580.00 580.00
.... n..... 580.00 580.00
"0'
"0<
,'M . ^~~.
""' ..
no. .._ n n P('I"
"00 '."OJ '0 Mt. Hollv Sorinas Borou"'h Authoritv 17.36
nn.
"0<
"0"
nnT
nnA
unn T~T.' OCTT' '.0'., 00 IiM. '"' <.."nn ,... <0. O.."M", 1 184.25 597.36
HUD ceRTIFICATION OF BUYER AND SElLER
I have carsfully reviewed Ihe HUD-1 Settlemenl Statemeol and to Ihe best of my knowleCSge and belief, it is a true and accurate stalement of all receipts end disbursements made 00 my
account or by me
,in Ibl" IUlnsacliQ!l_ 'furtbll!r c,rtildhall have received a copy of the HUD-1 Settlement Slslemenl
Jonn H. Uouse nust, MananT. (jouse
\1. r' It \ F~_H ,~
Estate of Eileen H. Brandt
~m} t:/kth,
tv\~ L fi.;t'YG
WARNING: IT IS A CRIME TO KNOWJNGL Y MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMIlAR FORM, PENALTIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT, FOR DETAILS SEE TITLE 18:
U.S. CODE SECTION 1001 AND SECTION 1010
TilleExpress Sclllcment System Printed 08/2412001 a109:31
RIJV. HUD.I (3/86)
By
\. /t-;236-/7
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
ROBERT C SAIDIS
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CQU(l4TY
ACN
10-22-2001
BRANDT
06-02-2001
21 01-0567
CUMBERLAND
101
'*
REV-1547 EX APP 112-DDl
EILEEN
H
Allount Rellitted
PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4j-EX-AFP-fi'2-:o0Y-NOYicE--OF-YNHEifiTAifcE-i'-A'X-irppRA-isEi..-ENT-:--Ai::rOwANcE-'ifli------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRANDT EILEEN H FILE NO. 21 01-0567 ACN 101 DATE 10-22-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
58.000.00
.00
.00
.00
33.828.27
15.001. 04
12.108.08
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
19,137.67
808.85
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
118,937.39
(11)
(12)
(13)
(14)
19.946 52
98,990.87
17,970.44
81,020.43
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. Allount of Line 14 at Spousal rate (15)
16. Allount 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
.00 X 045 = .00
.00 X 12 = .00
81,020.43 X 15 = 12,153.06
(19)= 12,153.06
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-30-2001 CDoo0221 526.32 10,000.00
09-07-2001 CDoo0248 .00 1,626.74
TOTAL TAX CREDIT 12,153.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. 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 of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth 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 Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
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-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of 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. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "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 (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% 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. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
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 (6%) percent per annum calculated at a daily rate of .000164. 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 2001 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 n .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 n .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS 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.
C/
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Eileen H. Brandt
Date of Death:
June 2, 2001
Will No.
21-01-0567
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.
complete: Yes
State
X ;
whether
No
administration
of
the
estate
is
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ; No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X; No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' court, a:_~aChed to this report.
Date: 11/J-1/0J ~
( ) Slgnature
Name: Robert C. Saidis, Esquire
1.0. No. 21458
SAlOIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
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