HomeMy WebLinkAbout01-1172
Estate of MARY E. BROWN
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~ I - ~ ,- " 1~
No.
To:
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. 204 - 03- 14 14 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ri x
in the last will of the above decedent, dated ADr il 17.
and codicil(s) dated
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 4 Beaver Road
Lower Allen ~nwnRhip
(list street, number and muncipality)
Decendent, then 83
at 4 Beaver Road
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offp.ced 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:
years of age, died
November 23,
2001
165,000.00
$
$
$
$
89,600.00
4 Beaver Road, Lower Allen Township
Cumberland County. PA
WHEREFORE, petitioner(s) respectfully re'li'est<e the rPfobate of the last will and codicil(s)
pre<;ented herewith and the grant of letters es ame ary
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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Carol Lynne Coleman
7 Cordial Drive
Ennl."!, PA 170?"i
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l.. ss
COUNTY o.F CUMBERLAND )
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will~ and trul administ e estate according to law.
Sworn to or affirI!),ed ~d subscribed {~~ ~
b~ee me this 1. t" 7 di of Carol i'
'fl'}o~-:::J:;;;::t'o.--:Mf:,+~ (,) ~$ ~
Register ~
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No. 21-01-1172
Estate of
MARY E. BROWN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 28, 2001 2001 , 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 April 17, 1990
described therein be admitted to probate and filed of record as the last will of
Mary E. Brown
and Letters Testamentary
are hereby granted to Carol Lynne Coleman
('
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Register of Wills
FEES
Probate, Letters, Etc. ......... $ 270. 00
Short Certificates(6) . . . . . . . . .. $ 18.00
~ EXTRA .PCS. .3... $ 9.00
JCP $ 5.00
TOTAL _ $ 302.00
Filed .DEC.EI1~r:.R, .f~.,. )99.1. . . . . . . . . . . . . .
Edmund G. Myers (20558)
Johnson, Duffie, Stewart & Weidner
301 ATIORNEY (Sup. Ct. J.D. No.)
Market St., P. O. Box 109
Lemoyne, PA 17043-0109
ADDRESS
(717) 761-4540
PHONE
MAILED TO ATTORNEY DECEMBER 28, 2001
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21-01-1172
LAST WILL
OF
I MARY E. BROWN
I
,
I I, MARY E. BROWN, of the Township of Lower Allen, Cumberland
/County, Pennsylvania, declare this to be my Last Will and revoke
lany Will previously made by me.
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I Item 1: I devise and bequeath all of my estate of every
I
Inature and wheresoever situate, together with insurance thereon,
to my daughter, CAROL LYNNE COLEMAN, providing she shall survive
me by thirty (30) days.
Item 2: Should my daughter, CAROL LYNNE COLEMAN, predecease
me or die on or before the thirtieth (30th) day following my
death, I devise and bequeath all of my estate of every nature
and wheresoever situate, together with insurance thereon, to
my Grandchildren, LISA KAY COLEMAN, SCOTT ALLAN COLEMAN, and
IMICHAEL CHRISTOPHER COLEMAN, share and share alike.
I Item 3: Should any of my Grandchildren entitled to a share
of my estate not have attained the age of twenty-five (25) years
at the time of distribution to him or her, I devise and bequeath
the share of each such Grandchild to CCNB BANK, N.A., Camp Hill,
Cumberland County, Pennsylvania, IN SEPARATE TRUSTS, to hold,
manage, invest and reinvest the shares so received, and the
accumulation of income thereon, and to use and apply the income
and principal, or so much thereof as, in trustees discretion,
may be necessary or appropriate for such Grandchilds medical care,
support and education (including college education, both graduate
and undergraduate, however, taking first into consideration his
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I or her parent~ ability to provide for such medical care, support
II or education, but to make payment for these purposes, without
I further responsibility to such Grandchild or to such Grandchild's
I parent or to any person taking care of such Grandchild. Any
I principal or income not so applied shall be distributed to such
Grandchild absolutely when he or she attains the age of twenty-
five (25) years.
If he or she dies before attaining the age of
twenty-five (25), the trust shall terminate and such shares shall
be distributed to his or her personal representative.
Item 4:
I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
a part of the expense of the administration of my estate.
Item 5:
I direct that all my just debts and funeral expenses
I be paid as soon as practicable after my decease.
Item 6:
I direct that my body be buried in the Rolling
Green Memorial Park Cemetery, Camp Hill, Cumberland County,
Pennsylvania.
Item 7:
I appoint my daughter, CAROL LYNNE COLEMAN,
Executrix of this my Last Will.
Should my daughter, CAROL LYNNE
COLEMAN, fail to qualify or cease to act as Executrix, I appoint
my granddaughter, LISA KAY COLEMAN, Executrix of this my Last
\v i 11 .
Item 8:
I direct that my personal representative or
trustees or their successors shall not be required to give bond
for the faithful performance of their duties in any jurisdiction.
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IN
WITNESS WHEREOF, I have hereunto set my hand this
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17<
day of
The preceding instrument consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testatrix, MARY E. BROWN, was on the day and date thereof
signed, published and declared by MARY E. BROWN, the Testatrix
therein named, as and for her Last Will, in the presence of us,
who, at her request, in her presence, and in the presence of
each other, have subscribed our names as witnesses hereto.
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/COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
We, MARY E. BROWN, -/-"k-/V A '/ T ~ (() y N E3 and
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L!:::.. / k.~ /1/ /3" C t:? ~AI E, the Testatrix and the witnesses
/
respectively, whose names are signed to the attached or foregoing
!instrument, being first duly sworn, do hereby declare to the
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undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the
purpose therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as
witness and to the best of his or her knowledge, the Testatrix
was at the time eighteen (18) years of age or older, of sound
mind and under no constraint or undue influence.
-2~'L::5-~
Witness -
Subscribed, sworn to and acknowledged before me,
_K-e.Le.N ~.C"'jE.EiJh, by MARY E. BROWN, the Testatrix and
subscribed and sworn to before me by
I and L?; k~N ~ . ~yAl E , the
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witnesses, this i lTb day of
, 193IL.
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Notary Public AL)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: MARY E. BROWN
Date of Death: November 23,2001
Will No.: 21-01-01172
Admin. No.:
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
December 28, 2001.
Name
Carol Lynne Coleman
Address
7 Cordial Drive, Enola, PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Nonw.
Date: ~ /i5/ O~
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Signature
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Name: Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
Address: 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone: (717) 761-4540
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Capacity: Personal Representative
X Counsel for personal representative
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LAW OFFICES
JOHNSON, DUFFIE, STEWART & WEIDNER
.301 MARKET STREET
P. O. BOX 109
LEMOYNE, PENNSYLVANIA 1704.3-0109
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REGISTER OF WILLS OGf'E.ICE
CUMBERLAND COUNTt~Q(!)URTHOUSE
1 COURTHOUSE SQUARE
CARLISLE, PA 17013-3387
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TO Register of Wills Office FROM
Cumberland County Courthouse JOHNSON, DUFFIE, STEWART & WEIDNER
1 Courthouse Square '02AW~n~s ~f L~w
Carlisle, PA 17013-3387 . . oxl1b9J 1
Lemoyne, P A 17043
c.~'t!, (717) 761-4540
SUBJECT: Estate of Mary E. Brown .........--~ ,February 1~.2002
No. 21-01-01172
000: November 23,2001
Enclosed is a check in the amount of $10,500.00 as a payment on account of Inheritance
Tax for the above-captioned Estate, being made within the 90 days to allow for the 5% discount.
SIGNED: Edmund G. Myers csh
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MYERS EDMUND G
301 MARKET STREET
POBOX 109
lEMOYNE, PA 17043
___u_n fold
ESTATE INFORMATION: SSN: 204-03-1414
FILE NUMBER: 2101-1172
DECEDENT NAME: BROWN MARY E
DATE OF PAYMENT: 02/20/2002
POSTMARK DATE: 02/1 9/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/23/2001
NO. CD 000876
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,500.00
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TOTAL AMOUNT PAID:
$10,500.00
REMARKS: EDMUND G MYERS ESQUIRE
CHECK# 002994
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. lEWIS
REGISTER OF WillS
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JOHNSON, DUFFIE, STEWART &
ATTORNEYS AT LAW
301 MARKET STREET
P. O. BOX 109
LEMOYNE. PENNSYLVANIA 1704
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First Class Mail
REGISTER OF WILLS OFFICE
CUMBERLAND CO
1 COURTHOUSE ~~01R~OURTHOUSE
CARLISLE, PA 17013-3387
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys at Law
P.O. Box 109
Lemoyne, PA 17043
717 761-4540
DATE: August 13, 2002
TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
SUBJECT:
Estate of Mary E. Brown
No. 21-01-01172
Enclosed for filing in the above-captioned Estate are the following:
1. Original Inventory
2. Original and copy of Inheritance Tax Return.
3. Check in the amount of $25.00, filing charges.
4. Check in the amount of $701.09, Inheritance Tax
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SIGNED: Edmund G. Myers ___
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MYERS EDMUND G
301 MARKET STREET
POBOX 109
LEMOYNE, PA 17043
.___uu fold
ESTATE INFORMATION: SSN: 204-03-1414
FILE NUMBER: 2101-1172
DECEDENT NAME: BROWN MARY E
DATE OF PAYMENT: 08/14/2002
POSTMARK DATE: 08/13/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/23/2001
NO. CD 001524
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $701.09
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TOTAL AMOUNT PAID:
$701.09
REMARKS: CAROL L COLEMAN
C/O EDMUND G MYERS ESQUIRE
CHECK# 9486
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
Inventor} of the real and personal estate of
MARY E. BROWN
deceased
1. Real Estate - No. 4 Beaver Road, Lower Allen Township,
Cumberland County, PA
(Deed Book J, Volume 17, Page 141)
Sale Price
2. Household Goods - appraised value
3. Jewelry:
Lady's 14K yellow gold ring w/seven single cut diamonds.
~.ppraised Value
Lady's 14K Yellow gold six prong ring with one old European
cut diamond.
Appraised Value
Lady's 14K yellow gold ring containing two brilliant cut
diamonds and six single cut diamonds.
Appraised Value
4. Automobile - 1999 Buick Century Custom - date of death value
5.
Members 1st Federal Credit Union:
Account No. 14406-00 - Savings
Account No. 14406-02 - Holiday Club
Account No. 14406-04 - Life Savings Account
Account No. 14406-05 - Investment Savings
Account No. 14406-40 - Certificate
Account No. 14406-41 - Certificate
Account No. 14406-44 - Certificate
6. AllState - homeowner's insurance - refund
7. Cash - refunds
8. County/School Real Estate taxes - adjusted at settlement
9. Sewer/trash adjusted at settlement
IDrAL
104,900 00
2 , 110 00
50 00
125 00
350 00
9,800 00
I 11,484 94
I 84 08
J 4,006 51
104,449 71
13,385 10
10,023 25
10,023 25
236 00
81 41
296 05
28 11
271,433 41
REV.1500EXls.aJ)
,
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT.2B0601
HARRISBURG, PA 1712B-0601
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DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
BROWN, MARY E.
DATE OF DEATH (MM-DD-YEAR)
11/23/2001
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH (MM-DD-YEAR)
11/28/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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og 1. Original Rerum
o 4. Limited Estate
Q9 6. Decedent Died Testate (Mach copy 01 WI)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a, Future Interest Compromise (date of death after 12.12-82)
o 7. Decedent Maintained a Living Trust (Allsch copy of Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1-95)
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NAME Edmund G. Myers, Es q.
FIRM NAME I' "."""'L
Johnson, Duffie, Stewart
TELEPHONE NUMBER (717) 7 61- 4 54 0
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COMPLETE MAILING ADDRESS
301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
1. Real Estale (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
B. JolnUy Owned Property (Schedule F)
o Separate Billing Requested
7. InterNivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Une 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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14. Net Value Subject to Tax (line 12 minus Line 13)
& Weidner
(1)
(2)
(3)
(4)
(5)
104,900.00
166,533.41
(5)
(7)
13,079.49
(9)
(10)
21,980.53
1.338.61
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, 0( transfers under Sec. 9116 (a)(1.2)
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 coUaleral rate
19. Tax Due
OFFICIAL USE O~ILY d-
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FILE NUMBER
21- 0 1
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1 1
7 2
-- -- -----
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
204 - 03 - 1414
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date or dealh poor to 12.1~2J
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AUadlSchO)
OI"F1CIAL USE ONLY
(8)
284,512.90
(11)
(12)
(13)
23,319.14
7.fi1.1'B.7fi
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(14)
261.193.76
x.o_ (15) -O-
x .0 45 (16) 11,753.72
x .12 (17) -O-
x .15 (le) -0-
(19) 11 7~1. 77
261,193.76
20.0
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Dec~dent's Complete Address:
STREET ADDRESS 4 Beaver Road
CITY Camp Hill I STATE PA I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pnor Payments
C. Discount
(1)
11,753.72
10,500.00
')');> hi
(2)
11, 052.63
Total Credits (A + B + C)
3. InteresUPenalty if applicable
D.lnteresl
E. Penalty
-0-
TotallnteresUPenalty ( D + E ) (3)
4. If Line 21s greater than Line 1 + Line 3, enter the difference. This is Ihe 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)
701.09
A. Enter the interest on the tax due.
(5A)
-0-
701.09
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. relain the use or income of the property transferred;.......................................................................................... 0
b. retain the nght to designate who shall use the property transferred or its income; ............................................ 0
o. retain a reversionary interest; or........,.............................................................................................,................... D
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? .............................................................................................................. IXJ
3. Did decedent own an "in trust for" or payabie upon death bank account or secunty at his or her death? .............. 0
4. Did decedent own an Individual Retiremenl Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
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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 01 pe~ury, I declare that I have examined this return, including accompanying schedules and slatements, and 10 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 informalion of which preparer has any knowledge.
NATURE 91', P"-.R$JN RESPONSIBLE F L1Np,RETURN
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ADDRESS Carol Lynne Coleman
7 Cordial Drive, Enola, PA 17025
ADDRESS
SIGNATURE OF P
ARER,oTHER THAN REPRESENTATIVE
1/!;!1
un . Myers
Johnson, Duffie, Stewart & Weidner
301 Market St., P. O. Box 109, Lemoyne, PA 17043-0109
DATE
6'/ /l/v.......
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does nol exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are slHl applicable even if
the surviving spouse is the only beneficiary.
For dales of death on or after Juiy 1, 2000:
The tax rate imposed on Ihe 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 stepparenl of the child is 0% [72 P.S. 99116(a)(I.2)].
The tax rate imposed on the nel value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)J.
The lax rate imposed on the net value of Iranslers to or for the use 01 the decedent's siblings is 12% [72 P.S. 99116{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.
REV-l502EX..(t-97)
'*
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BROWN, MARY E.
FILE NUMBER
21-01-01172
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
betw'een 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
survivorshin must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Real Estate - No. 4 Beaver Road, Lower Allen
Township, Cumberland County, PA
(Deed Book J, Volume 17, Page 141)
Sale Price 104,900.00.
(Copy of Settlement Sheet attached)
TOTAL (Also enter on line 1, Recapitulation) $ 104, 900 . 00
(If more space is needed, insert additional sheets of the same size)
-
. A a.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMBNo.2502-0265
.. . SETTLEMENT STATEMENT TITLEPRQ
! . LaS8rp,lnl
, HERITAGE SETTLEMENT
! SERVICES, LLC
,
8. TYPE OF LOAN
I
, 4705 East Trindle Road 1.[] FHA 2. []FMHA 3. [ ] CONY. UNINS.
I Mechanicsburg, PA 17050 5. (2).com, INS.
4.1 jVA
6. FilE NUMBER: I 7. LOAN NUMBER'
I Phone: (717) 975-2117 Fax: (717) 730-9665 992514 0018574160
I S. MOAT. INS. CASE NO.:
.
c. NOTE: This form is furnished to give you a statement of aclual settlement costs. Amounts paid to and by the settlement agent are shown, Items marked
'(p.D.C.)' wefe paid outside the closing; they are shown here for informational purposes and are not included in the lotals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER; F. NAME AND ADDRESS OF lENDER:
Shawn C. Patrick Estate of Mary E. Brown ERA Mortgage
Carrie E. Warlick Carol Lynne Coleman,
Executrix
G, PROPERTY LOCATION: H. SETTLEMENT AGENT' !, SEmEMENT DATE:
Camp Hill, PA 17011
I 4 Beaver Road Heritage Settlement Services, LLC OS/24/02
Lower Allen Township PLACE OF SETTLEMENT:
Cumberland County ERA-NRT, Inc. , Mechanicsburg, PA
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400, GROSS AMOUNT DUE TO SELLER
t01. Contracl sales price 104900.00 401.Contract sales nrice 104900.00
! 102. Personal properlv 402.Personal propert'-;-
i 103. Selllement charnes 10 borrower (line 1400) 4061. 38 403.
:\04. '"
1105. 405.
Adjustments for ilems paid ~ seifer in advance Adjustmenls for items paid bv seller in advance
'105.CltylToWrllaX 10 406.City!Towntax 10
1,07.counlytax 05/24/021012 31702 207.04 401.CO~lax 05 24/021,12/31/02 207.04
108,Assessmenls " 408.Assessmentll 10
109. SCHOOL 05/24/02,,06 30702 89.01 409. SCHOOL 05/24 I 0210 06 130702 89.01
'" 10 410. 10
'" Swr/Ref,$67.50/n end 7/1 28.11 411. SwiTRef, $67.50 In end 771 28.11
112. 412.
120. GROSS AMOUNT Due FROM BORROWER 109285.54 420. GROSS AMOUNT DUE TO SELLER 105224.16
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT Due TO SELLER
I 201. Deposit or earnest monev 1000.00 501. Excess deposit (see instructions)
1202. Principal amount of new loan(s) 104900.00 502.SeUlement chatc;s to seller (line 1400) 7838.00
I 203, Existinn loan(s) laken subjecl to 503.Existinn loanls\ taken subiect to
i 20~ 504.Payotf of First Mortgage loan
Annraisal Credit 350.00
"" 505. Payoff of Second Mortgage loan
'" 506.
2e7. Sellers Concession 3000.00 507. Sellers Concession 3000.00
208. 508.
'" '"
Adjustments for items unpaid ~seller Ad'ustmenls for items unoaid bv seller
210.Clt"fTown tax " 510.Ci !Townlex I,
211.Counlytax 10 S1\.Counlylax 10
212. Assassmants I, 512,Assassmarlls "
2t3. SCHOOL 10 513. SCHOOL 10
2\4. 514.
215 515.
21S. '"
217. 517.
218. 51S.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 109250.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 10838.00
300, CASH AT SETTLEMENT FROM OR TO BORROWER 500. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amounl due from borrower (line 120) 109285.54 SOl.GroSS amount due to seller 'line 420) 105224.16
302. less amount paid bvtfor borrower (line 220) 109250.00 G02.less reduction amounl due seller line 520) 10838.00
303.CA~H([XFROM) ([ JTO,BORROWER 35.54 5OJ.CASH ([JITO) ([ ] FROM) SELLER 94386.16
~ -, YIIiI'I\I\ :\/1 ......I--..
,T.. . ,.' I A J..-' n lf? ~~,Q .~.c._.' ( ':'~\T.L~-(L~.
Buyer or BOrrOWElf'sSignatura
Seller'sSlgrlature
I"'^~'.'" .....~..
(C:' ((j
~ '--.~,
-....~\,.. / l
q
U
~ SEtTLEMENT CHARGES 992514
700. TOTAL S.lt1..ESlBROKER'S COMMISSION basad on prIce $
Division of Commission (line 700) as follows:
'701 $ 6294.00 to
702. $ to
703. Commission paid al Settlement
704 Transact.
800. rrEMS PAYABLE IN CONNECTION wrTH lOAN
.801. Loan Origination Fee .625 %
802. Loan Discount %
803. Appraisal Fee 10
804. Credit Report to
805. Lenders Inspection Fee
806. Mortgage Insurance Application Fee to
807. Assumption Fee
808.
aw
810.
811.
900.
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
OMS No. 2502-0265
ERA NRT
Inc.
100.00
104900.00 6.0
Total: 6 294.00
ERA-NRT Inc.
ERA Mort a e
655.63
Stars $350 POC
201.
202
1203.
1204.
1205.
1300.
301.
1302.
1303.
304.
1305.
'1400. TOTAL SETTLEMENT CHARGES (enter on Dnes 103 and 502, Sections J and K)
901.
902.
903.
90'
905.
1000.
OOL
1002.
D03.
1004.
005.
006.
1007.
10DS. A
100. TITlE CHARGES
101 SeUlement or closing fee to
1102. Abstract or title search to
103. Title examination to
104. Tille insurance binder to
1105. Document preparaliDl1 to
106. Notary fees to
107 Allorney'stees to
(includes above items No.:)
108. Tille Insurance to
(includes above items No :)
109. Lender's coverage.$
110. Owner's coverage.$
1111 Endors.
1112. C. S. Letter
1113. Courier
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
Recording fees: Deed $ 25 . SO Mortgage $
City/countylaxlslamps: Deed$ 1049. aOMort
Slale lax/stamps: DeedS 1049. DOMor!
ITEMS RECurRED BY lENDER TO BE PAID IN ADVANCE
Intereslfrom 05 24 02 1005 31 02
Marl age Insurance Premium for mo. 10
Hazard Insurance Premium for yrs.lo
rs.lo
...
/day
171.92
RESERVES DEPOSITED WITH LENDER FOR
Hazard Insurance 3 mo.@$
Morl age Insurance mo. @$
Cilyffown tax mo. @$
County tax 5 mo.@$
Assessments mo.@$
School Tax 12 mo.C$
mo.@$
mo.@$
22.03
/mo. 66.09
Imo.
/mo.
/mo. 142.50
/mo.
/mo. 878.04
/mo.
/mo. -208.55
28.50
73.17
. Ad'
Notar
Public
14.00
6.00
Herita e Settlement
La ers Title Ins.
Herita e Settlement
Srvs
1102
104
104
1103
900
900
Herita
1104
e Settlement Srvs
Srvs
53.50
age$
a 6$
Misc. $
79.00
1049.00
1049.00
ADDmONAl SETTLEMENT CHARGES
Surve 10
Pest Inspection 10
Home Warra
Tax Cert
Home Paramont
ERA NRT, Inc.
Bonnie Miller
30.00
385.00
4.00
Parlin ag'ee lhal no Uablllly Is assumed by Selllemenl Aganllor the a~cufacy of Informalion /u'nlehed by olha,e as shown on the HUD.' StIl1lemant Slalement. SaUlernent Agent ha,eby expressly
'eseM!$lhe righllo deposit "ny emo'mls conecled for dlsbu""'menlln an Inlernl btIerlng accounlln a Federally InsUfed Inalllullon and 10 credit any Inte,est so earned 10 ~s own accounl
89 addillonal
compenS8llonto'~s""",iculnlhlslran8llclion.
4061.38
7838.00
r},,-u ~ l ~ -If'
Lc
~U+-rt:X.
luye,or80rrcws,'sSlgnalUIS
IUye,'sAddrass&PI1one'
Selle"sSlgnelura
S911er's New Add,ees & Phone:
ceuae lhefunds 10 bedI8bu'sedlnacco'dancew~hthisslaf"menl.
Fo,delallssae
HUO.!Rev.5186
,REV.l50!EX.(l.gn
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
BROWN, MARY E.
FILE NUMBER
21-01-01172
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
2.
3.
Household Goods - appraised value
Automobile - 1999 Buick Century Custom - date of death value
2,110.00
9,800.00
Jewelry:
Lady's 14K yellow gold ring w/seven single cut diamonds
Weigh 1 1/2pts - (Two chipped - 1 SI clarity - 3 VS Clarity)
appraised value
Lady's 14K yellow gold six prong ring with one old
European cut diamond - appraised value
Lady's 14K yellow gold ring containing two brilliant cut
diamonds and six single cut diamonds - appraised value
50.00
125.00
350.00
4.
Menbers 1st Federal Credit Union:
Account No. 14406-00 - Savings
Account No. 14406-02 - Holiday Club
Account No. 14406-04 - Life Savings Account
Account No. 14406-05 - Investment Savings
Account No. 14406-40 - Certificate
Account No. 14406-41 - Certificate
Account No. 14406-44 - Certificate
11,484.94
84.08
4,006.51
104,449.71
13,385.10
10,023.25
10,023.25
236.00
81.41
296.05
28.11
5.
6.
7.
8.
AllState - homeowner's insurance - refund
Cash - refunds
County/School real estate taxes - adjusted at settlenent
Sewer/trash adjusted at settlenent
TOTAL (Also enter on line 5, Recapitulation) $ 166,533.41
(If more space is needed, insert additional sheets of the same size)
---
''''',"''0:''''.'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC, NON.PROBATE PROPERTY
ESTATE OF
BROWN, MARY E
FILE NUMBER
21-01-01172
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.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE HAME ~THE TRANSFEREE, THEIR R..~TIONSHIP TO oeCEDEtIT AND THE OATE OFTRANS~<;R, DATE OF DEATH DECD'S EXCLUSI~~ TAXABLE VALUE
AnACHACOP'l'OFTHEOEEDFOflREALESTATE.
NUMBER VALUE OF ASSET INTEREST IFAPPllCAII.E
1. PNC Checking Account No. 51-4000-7784
Decedent & Carol Lynn Colanan, daughter 16,079.49 3,000.00 13,079.49
TOTAL (Also enter on line 7, Recapitulation) $ 13,079.49
(If more space is needed, Insert additional sheets of the same size)
RfV-1511EX.(1-S7)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BROWN, MARY E.
FILE NUMBER
21-01-01l72
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers, Harner Funeral Hane 5,883.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Secunty Numbe~s) I EIN Number of Personel Representative(s)
Street Address
City Slate Zip
Year(s) Commission Paid:
2. Attorney Fees - Johnson, Duffie, Stewart & Weidner 6,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees - Register of Wills 302.00
5. Accountanfs Fees
6. Tax Return Prepare(s Fees
7. Legal Advertisement - CUmberland Law Journal 75.00
8. Legal Advertisement - The Patriot-News 102.67
9. Barbara Coble Abstracting - title search - 4 Beaver Road 50.00
10. Chuck Bricker - household goods appraisal 70.00
II. C. G Buser & Son - Appraisal of rings 75.00
12. Coomonwealth of PA/AAA - transfer of decedent's autanobile 78.50
13. Register of Wills - file Inventory & 100. Tax Return 25.00
Total fran additional sheet 9,319.36
TOTAL (Also enter on line 9, Recapitulation) $ 21,980.53
(If more space is needed, insert additional sheets of the same size)
-
SCHEDULE H - CONTINUED
ESTATE OF: BROWN, MARY E.
21-01-01172
13. PA Water Co. - Water service - November - May
14. PP&L - electric service - November - May
15. Verizon - telephone charges
16. AllState - homeowner's insurance
17. Bonnie K. Miller, Tax Collector - County/Township real
estate taxes - 4 Beaver Road
18. Russ Rineer - repairs to premises prior to sale
19. ERA-NRT, Inc. - commission - real estate sale
20. ERA-NRT, Inc. - transaction fee
21. Notary fee
22. Recorder of Deeds - 1 % transfer tax
23. ERA-NRT, Inc. - home warranty
24. Bonnie Miller - real estate tax certification
25. Lower Allen Township - sewer/trash
26. Reserve for close-out costs
133.97
185.84
36.14
305.00
335.41
250.00
6,294.00
100.00
6.00
1,049.00
385.00
4.00
135.00
100.00
Sub-Total
9,319.36
-----
Fl=:V.1512 E.~. [I.S7)
~
~.~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T IV. RETURN
RESIDENT DECEDENT
ESTATE OF
BROWN, MARY E.
FILE NUMBER
21-01-01l72
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Kathleen Kush, Caregiver for Special Care - decedent's
final charges
Lower Allen EMS - charges not covered by insurance.
United States Treasury - tax due on decedent's final
Form 1040 for 2001
773.16
75.61
2.
3.
Freysinger Pontiac - auto repairs - insurance deductible
269.00
15.60
5.24
200.00
4.
5.
6.
The Patriot-News - decedent's account
Comcast Cable - final charges
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needad, insert additional sheets of the same size)
1,338.61
.
REV-~""_!l''''..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BROWN, MARY E.
SCHEDULE J
BENEFICIARIES
FILE NU MBER
21-01-01172
RELATIONSHIP TO DECEDENT AMO.UNT OR SHARE
~UMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Carol Lynne Coleman Daughter Residue
7 Cordial Drive
Enola, PA 17025
ENTER DOLLAR AMOUNTS FOR DISTRIBUTiONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRiBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space Is needed, insert additional.sheets of tI1e same size)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
MARY E. BROWN
being duly ~worn according to law, deposes and says that she is Executrix
of the Estate of MARY E. BROWN
late of ____~~w~F A!..!~_~_.IownsJ?_ip , Cumberland County, Pa., deceased and that the
.th.. . t d b Carol Lynne Coleman th .d Executrix
WI In IS an Inven ory ma e y ., e sa.
of the entire estate of said decedent, consisting of all the personal prop~rty and real. estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death. I
Sworn to
and subscribed before me,
e utor . Administrator .
Carol Lyn Coleman, Executrix
/~
2001
~
NOTARIAL' L
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co
My Commission Expires Dec. 21, 20D:.
7 Cordial Drive
Enola, PA 17025
Addrul
Day
November
Month
2001
Date of Death
23rd
Year
INSTRUCTIONS
I. An inventory must be med within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
.,-j C"1
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17-c29- //
'" BUREAU OF XNDIVIDUAL :TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-30-2002
BROWN
11-23-2001
21 01-1172
CUMBERLAND
101
EDMUND G MYERS
JOHNSON ETAL
PO BOX 109
LEMOYNE
ESQ
PA 17043
REY-1547 EX AFP lDl-02l
MARY
E
Allount Rellitted
(9)
1l0)
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
104.900.00
.00
.00
.00
166.533.41
.00
13.079.49
(8)
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 :i54j-Ex-AFP--foY:02Y-NoTlcE--oF-YNHEififANci-TAx-A-PPRA-isEMENT-;-ALToWAifci-crri----------- ------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BROWN MARY E FILE NO. 21 01-1172 ACN 101 DATE 09-30-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
NOTE:
21,980.53
1.338.61
lll)
(12)
(13)
(14)
.00 X
261,193.76 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
284,512.90
23.319 14
261,193.76
.00
261,193.76
00 =
045 =
12 =
15 =
.00
11,753.72
.00
.00
11,753.72
(19)=
.
Kt.l;t..L1" I l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
02-19-2002 CDOO0876 552.63 10,500.00
08-14-2002 CDOO1524 .00 701. 09
TOTAL TAX CREDIT 11,753.72
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before Dece.ber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Co..onwealth 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 require.ents 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 Oepart.ent 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 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9X .000247
1983 16% .000438 1993-1994 ]X .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 ]X .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER 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.
o aV--
v
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MARY E. BROWN
Date of Death: NOVEMBER 23. 2001
Will No.: 2001-01172 Admin No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:.
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the Court?
Yes No ~
B. The separate Orphans' Court No. (if any) for the personal
representative's account is:.
C. Did the personal representative state an account informally to the
parties in interest? Yes No ~
The Executrix, daughter of the decedent, was the sole
beneficiary.
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
/ol1-?!",//' fJwwn~.b~
Signature
Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemovne. PA 17043-0109
Address
Date:
(717) 761-4540
Telephone No.
Capacity:
Personal Representative
~ Counsel for Personal Representative