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Home My WebLink About94-00908 ," ',-, " ., ~ '", ,_ l.;, '>;,~-\:'H~ ~flJ ,..;' ~~~t~~r~.; d:'? ;) ,l.J ;,~~A ; ,.,.,-" ...~!;f><".;~:',~ ',. -',., " :-'_i.~. -'; ,~"" , < /-' Eslale 01 also known as PETITION 1<'<>11 PIWDA TE und GItANT OF LETTERS c2 J - 1!./ - q [J"f Hary 1\. FoJ.!.lL___ No. To: Reglsler of Wills for Ihe <_ V,'ceused, COllnl)' of Cumborlllnd In Ihe SoclalStCllrilyNo. 199-01-9702 COll1ll1onweallh of Pennsylvania The pellllon of Ihe nnderslgned respeclfully re(lrem1lS Ihnl: YOllrpetitloner(s). whols/lltt 18 )'earsofll~c'" oldcr unlhee.ecut orB In the Inst will of Ihe above decedclIl. dilled .June 25 and eodlcil!s) dnled none nall1ed , 19-12- (,llllC'lrlnanl dU:III1UlllnCC\, t.M. Itllund8lion. drillh ()r C.\t\:utO'1 tiC.) Decedent WIIS domiciled 01 death in Cumberland COllnty, Pennsylvnnla, with h er last family or principal residence al Forest Park Health Center. 700 Walnut Bottom Road. Carlisle. PA 17013 diMt "Ift't'., numlll'r. Twl'. ur lIurn.1 Deeedenr. then 88 l'ears of nge, died September 18 . 19 g~ at Forest park Health Center, Carlisle. PA 170/3 . ExeCI'I as follows. decedent did not marry. was nol divorced and did not have a child born or adopted after exeeullon of the will offered for probate; was not the vlcllm of a killing and was never adjudicated Incompetent: none Decedenl at denth owned propell)' wllh eMlmnted values as follows: !If domiciled In Pa,) All personal properlY $ (If not domiciled In Pa.) Personal property in Pennsylvnnln $ (If nol domiciled In Pa.) Personal propert)' In Connly $ Value of real eslate In Pennsylvania $ 48 .000 .00 situated as follows: Real Estate in Oakvill e. North Newton Township. Cumberland Countv. PA WHEREFORE. petitloner!s) respeclfully request(s) Ihe probale of Ihe last will and eodiell!s) presenled herewllh and the granl of lellers testamentary (Intnmcl1Iar)'j adminl,trolioll c.1.a.; admlnlstrallon d.b.n.c.1.a.) theron. j "a_ ~t la ~l ~'O ! Iii ~a-.A!-c ~ ~~ E. FOI~{ W-f.. . }, C Wilbur E. Fol 361 Philndelphia Avenue ChambersburR, PA 1720 1 _1!~~evllle Road ....shipp~nRbllrg, PA 17?~7 7/?';Z".J-/">~ 71 7-.53,;]-~8"S...g OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 0.. PENNSYI,VANIA } 88 COUNTY 0)0' CUHBERI.AND Sworn to or nffirmed4JIOd subscribed before me this 1 I H da~ of . OCTO. (/I ~ 94 . ~ -1 ''') 1.' I 'f...-., w WI y C. L EW IS' Rt'JlI.<,cfl..l J II.j' , < , ( 14-,;;)~/3- 3 ' , The pelllloner(s) above-named swear!s) or affirm!s) thllt Ihe stalements in the foregoing petition arc true and correcl to Ihe besl of Ihe knowledge IInd belief of petitloller!s) and that as personal represen- latlve!s) of the above decedent petitloner!s) will well and truly administer Ihe estale according to law, . ~ /J -- -e~ H z ~ 00' " '" i: ~ .... No. 21-94-908 Estate of Nnry g. ~'o1t7. t Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER ~f;. 19.-!lL. In consideration or the petition on the reverse side hereof. satisfactory proof having been presented before me. IT IS DECREED that the Instrument!s) dated .June 2~. 1979 described therein be admitted to probate and n1ed of record as the (ast will of Nary g, l'olt7. and Lellers Testamentary are hereby granted to Nark g. Foltz nnd Wilbur E. Foltz l . r ! 71 A 11 '0 ~ ill I!~ <l t!.A. Cfrn f1:th r:fti't' Rosl"" or Will. U MARY C. LEWIS FEES Probate, Letters, Etc. ......... S Short Certincates(1) "."..,.. $ Renunciation ..... I . . . . . . . . .. S X-Pages $ 6.00 JCP B.DO TOTAL _ $ Q4 nn Filed.,.., ,Q~J.Q~~~, .~f?>, .1.~~~......,... 80.00 <.00 JerrI' A. WeiRle. Esquire 001624 ATIORNEY (Sup. CI. 1.0, No.) NARK. WEIGLE AND PERKINS 126 East KinR Street ADDRJ!SS Ship~ensbUrg. PA 17257 {717 532-7388 PHONE ,.. " , , 06 I I I , 1 'i Ca 11 ed attorney on 10-24-94. This i, III n.:rril)' th.1I till' illlufllI,t1hlll Ill'H' ,L:i\l'1I j, lllllnll) 101'11',1 hum ,tllllli,Lfin,d u'lliln,i!t'1I1 de.1l1a tllll)' lilt." willlll1l' us I.tK.'Jllll'gi'Uilt. Till' oaigh",1 n.tI ifj(,IIl' will he flllw.ndld Ittllll' :-il;lll' Vil.d Hf.'lllrd" Oil it t' till pt'IIII.II11'1l1 1I1t11~, WARNING: It Is Illegal to duplicate this copy by photostat or photograph. (',." (or Ihb <<'"ilir"le, S!.IXI --1"j"/,J /) /,/) I '( ; (tdif' D.rJir:c-, I.llli Ih'.L:I~lIiH Nu, <___0<__~.~4--/fff' _ (),lIe 2587285 ..,.., COMMONWEALTH or p[NNSnV_HIA. DEPARIMENT Of HEALTH' VITAL AcconDI CeRTIFICATE OF DEATH ~ "" ....~.. ...' .. IF,mtl.h '.'''1-- .......I..rl,Ollo'~. , Iqq - 01 " MARV 'M ... " ,,, "" N ........... __......IY'........ tC.l~i.lL..._..... . ~_lJ I~{J 1J3-.11 ~...u ; . Cwob..tand C~i.t. lUll ...; __ ....:...:.;-:.:~..::::i:i';i U.-'Wantl/l.Wa6h UtlIMtlLvu 1(et I: 0 'llfl;llUIIfT'''''''I'OQAllOflIMll'O'M!.Go.. ",_".(.,_ UIClIlf'" 100 OJc1lnut. 8t.'-t.t~ Ruad ~~~~.'" . C<lIl.U6le. PA 170/3 ......, ""If' ,_",_.w John R.inltMdt /oIM~ E. rrih .-....-... '4_'" whitt' ., ~ - -- ~1Nr'\..'" widC:X\J ...., ~. .....-........' I'.~..- PA I"'rl..... ..__...___ ~__. .nor_..... ._.___0.. - -., . J'umb.I'!L~alld ......, Ihll:tJ =:""-:=.='. YO""-" ""'........"'..._......... M 04 Fi"l'nbind~ W 36/' P d. Phi. v,.. .t$'Mtb.....bu. . PA -.. ..,....... ..." C'l..lj~ t. ;~!':'::' _0 1110/ - - ~O __....IJ CUlllb. Ct., r.\ "-- ~- ."""'-"'~ ..............-.-..-.. ...,-....... __ -.._It --..-.-- ~I.r' .. . ...._......................_...........,......,.........._11.... ~ .. -- -~- ~.._.-................. ...,............~...............I'6I\'1 _tlloCTfUUM,,,,,, -.......-, -""'IfI"-I- _w_ ........-...- _1__'. ~~....... --- !.........-.....' I: OUItO;;:;;:;:i1:[ml.i~j ;1',..------- . \....... I- I . l:s!>~t> ---pj" t?~".L.;:;;;::;;;:J1;T.~---._.------_.. llUl mof"l 41.;' (l"U (.If'J.'1 "j . M ~~"_. "'_"(AI""" ".1lf0l0Wl'b't -'.'~1I1 CXN"I11~OfCMlW - lo.l: ,-~ U'(JfIlN' ~- n -- '" 0 ..'R _n ....1] ~ 11 ....".....-- - ~'--' {'.n....'.lJO.... ......"....... '..."001.... ........,-, III __..................,..(1 ... ... - -- .c:I"'.,.......,tIt\AII.,...,....".......~,......j._....-...-I....._,_..,..........,_ .'. ...-....-,. oo ....._.....-....____....._.I__M.._ ,.. , " II II 11!r'M'Tii'...\Jft...._....._......,......... __...r'M'" ... OIl 0..0 12--1 tN.6T' ...._.4.._._ .I'lltlIIlIUICIiUOO"lr"'_~'.~...,I.............,._ ..., ........j.".__.._ "..-".............--.....-.-...........-_.....'_.1--"........ .....,..........__"fI...._..........,..,...............'.........I.... rJ PI . 21 - 94 - 90B -,'i -~;- \I) .(r:-1 ~: ~~ ~ - 1'::c J':i! - l' '_1 _,') ,_.; '. " "'I .' r ._.:1 '-~:' ; '-,:. ~~ t'~ ,a: d\ . , ~ +' ~ '~" >i; ...'t.t:::J ,()t) I.AWI' WlI.l. ANI> 'mWI'AlmNT T, ~1A'l\' g. FOLTZ, of It. n. I, Shippensbur!\, Nurth Newton Township, Cumberland County, Pennsylvaulll, being of sound mind, memory /lnd disposition, do hereby make, publish and declare thLs my Lust Wlll and Testament, hereby revoking and making void /Ill wllls hy me at IIUY tlllle heretllfore made. ~. I order and direc t the payment u r 1111 my jus t deb ts IInd funeral expenses as Boon OR may be convenient nftur my dCCCllHC. SECOND. T give to my children the privilege of taking /lny of the antiques that I have, in kind, at the appraised prices prior to any sale of the same. .'!'.!!!!!Q, I direct my hereinafter n/lmed Executor to sell at either public or private sale, all the rest, residue and remainder of my estate; then after payment of all my taxes and debts, to divide the net proceeds among my seven children, share and share alike. In the event that any of my children pre- decease me leaving issue, I then direct that said deceased child's share be bequeathed to his or her issue, per stirpes. FOURTH, In the event that any beneficiary of this my J.ast Will and Testament is a minor, I then give and bequeath said minor's share to TilE FIRST NATIONAL BANK OF SHIPPENSBURG, Shippensburg, Pennsylvania, AS GUAItDIAN, NEVER11lELESS, to invest and re-invest the same during the minority of the said beneficiary with the following powers in addition to those presently given by law: A. The power to expend the income towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; B. The power to expend the principal, within the discretion of the said Guardian, if the income is insufficient, towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; c. '1w pO\V'l.'r to dLHtrlhutc thl' halnllco of prlnclpnJ. 1I1ld interest, if Hny rcmlltning, whon the Hnld hencflclnry rcncheR the llgc of MARK AND WIIIGLE AUornllYI ., Lllw Shlpp.nlburt. PI. ,;b')&L{~ -1- 0' \ :-;;a!r majority, without tho neeeHHJ.ty of a formal adjudication of the Guardlan'H account in thu Court of Common PlenH of Cumberland Gounty, upon thu rccuipt of a good and vnIJd releasc. FIFTH. I nominate, constitute and appoint NAIIK E. FOI."Z and IHI.IIUR Il, ~'OI.TZ, or the survivor of them, to he the Co-Executors of this my J,ast Will nnd Testament. IN WIl'NIlSS Wm:lllm~', I, NARY E. J101:l'Z, hnvu hereunto set my hand and seal to this my Last Will and Testament, writtcn on two pagcs, the first page signed for identification purposes only, this .( r/). day of June, 1979. )rl/i'L"1 d (_~4 (SEAL) TIlis instrument was by the Testatrix, NARY E. FOLTZ, on the date hereof, signed, published and declared by her to be her Last \HII and Testament, in our presence, who at her request ond in hel' presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ~7 -ZtCU.lIIt, H{U'L I) , . L1.1IIPJ) c/ . f t }rJ.IJ)/II7) COMMONWEALTH OF PENNSYI,VANIA SS COUNTY OF CUMIl ERLAND I, NARY E. FOI:rZ, the Testatrix whose name is signed to the foregoing lnHtruml!llt, hnvf.t1A hc~n dilly qunlifJnd l1ccordtnn to lnw, do herehy acknowledge that I signed IInd executed the instrument IJS my Last Will; that J /ligned it MARK AND WKlClL.E AHarM)" It L.w Shlpp.nlbufI. PI. -2- willingly; Illld thllt 1 signed It IlH my frce Ilnd volulltllry Ilct for the purposes therein expressed. Sworn or affirmed to ond neknowledllcd before me by Hary I!. Fo1t?, thc Tes- t,~trix, this 25tj day of ,lune, 1979. /!)aflll C, 1J~t?/lUJL,(.ljl 1\;" Eo S(.,..,. Nnlo" PubrM Slip;tftlburt. PI (umb"I,"d CJUntt M, Comnol.1ion IJplru loA, 1/. 1111 Jna~'f 6' ~J- COHHONWEALTIl OF PENNSY(.VANIA SS COUNTY OF C~mERLAND We, Williom R. Hark and Nnney .1. Honn the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depoHe and say that we were present and saw Testatrix sign nnd execute the instrument os her (,ast IHll; thnt she signed willingly and thot she executed it IlS her free Ilnd voluntary act for the purposes therein expressed; thllt ellch of us in the hearing and sight of the Testatrix signed the will IlS witnesses; Ilnd thllt to the best of our knowledge the Testatrix was at thllt time eighteen (18) or more years of age nnd of sound mind and under no constrnint or undue influence. '7Cdu..A.<.. J':"'7.u Lt.1 . 'II /.1../1 !l 'j c; >.m.tJJ1JU Sworn or affirmed to and subscribcd before me by Wiliiam R, Hark and Nancy J. ~Ionn , witnesses, this 25thday of June, 1979. 7lJ I1Ju Ie. y{p O/ll.~/I.a-/ / M.uy E. StWfCII. Nhl,lll)' Pli~l;l 1"1I)tllil....~. pi (1l1,1>C,l~.,.t C",,,,tf '" CumlOl.Uiotl tlr~ u, 17. I~U MARK AHD WEIGl._ Ano,",)'1 .1 L.w Shlpp.nlburt. ". i ;~1 :j , '~ .~ , '== ~~ ~@ N ~ 1 ~ fi: ~ . ~ Iol , , I e ~ ~ ~ " '.~' , ~ ~ ~ I ~ iii 0. ~ ~ . ~ '.:." i i ~ i '!~ ~ ~ al '. ~ C( !! !!: '. ~ ~ ai ",,-- t;::.:- >',.' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND i. J III Hark E. Foltz and Wilbur E. Foltz sworn according 10 law. do po... and ..y. that t h,Y--l1J:IL..the co-executors _~_._____. of the E.tat. of Mary I;. Foltz lat. of _,_ th~Jlorough .0C. Cnr.l!sle ,. ___._. Cumb.rland Counly, Po,. d.c....d and that tho wllhln I. an Invanlory made by J1!lt:lLJi.JQ1Uulrul....JiillU!I: E.J\!.J. tz.. . tho .aid co-execu tors of tho .nllro OItal. of .ald d.c.d.nt, con.I.llng of all the p."onal pro"orty and real ..tat.. IXC.pt real a.tat. ouhld. Ih. Commonwealth of Pann.ylvanla, and that the IIgur.. oppo.il. oach It.m of tho Inv.ntory repre..nt It'. fair valu. .. of the data of d.codent'. d.alh, b.lng duly Sworn to and .ub.crlbed bofore m., ~l/)'\M4.~;c1 19 q Y ;ev,./.... R JJ!i.".... Notarial Seal Linda K. Klein, Notary Public Shlppensburg. PA Cum&e~Bnd County M comrnsslon Expires AuguS115. 1998 Oat. of D.ath 18 Dov ;;:g;A. ,-~~:'t';f> (~,;,te~Vl-- (.l~ .}("tJ- lark E. Foltz /' E....t.' . Ad",lnht,ot., Wilbur E. Foltz 61 philadelphia Avenue 8570 PineviUe Road hambersburg. PA 17201 Shippensburg. PA 17257 Addr... September Month 1994 Vu, INSTRUCTIONS I. An Inv.ntory must be fII.d within three monlh. after appolntmenl of p."onal rapr...ntatlv.. 2. A .uppl.m.nt Inv.ntory must b. llIod within Ihlrly d.y. of dl.covery of addltlonal ....h. 3. Addltlonal.h..h may be attach.d as to personalty or really 4, 5.. Artlcl. IV. Flduclarl.. Act of 1949. . Ql .... rn ..... Ql .... " " -ti ..... ~ l!:! III .. " U ~ ~ .. '" ~ .... u 0 ... N 0 U .. '" 0 0 III ... U .. I W '" W M .s:: C .. .... l- i!: ... ... u. 0 .,; ... '" Z '" " I U. ... ~ 0 0 ... ... W 0 <( , " :C N > Z '" w 0 Z 0 '" c c i:' " III Z Ql tl 0 '" <( .. .s:: .... Z w :0:: ... . ... "tI ~ c - .. -.: 0 u .D "tI .... u E 0 - .. .. " it 0 ... U '" Inventory 01 the leal and personal estate of Hary E. t'oltz deceased i .' .. .,; Orratown Bank Checking Account 06-56577 Orrstown Bank Burial Fund Account 0003-048254-C Real Estate - 436 Oakville Road. Shippensburg. North Newton Township. Cumberland County. Pennsylvania - under Agreement of Sale at date of death. had already received down payment of $4.800.00 and deposited to Orrstown Bank Checking Account 06-56577 prior to date of death Gross proceeds at settlement 10-26-94 Cumberland Valley Cooperative Association - 5 Shares Common Stock Capital Blue Cross - refund 10-6-94 Presbyterian Homes. Inc. - refund 10-21-94 Erie Insurance Group - refund at cancellation of homeowner's insurance Presbyterisn Homes, Inc. - refund 12-9-94 i; ;.'f 11 4.989 4.691 99 75 43.200 00 50 00 186 40 1,424 70 9 00 593 40 55.345 24 ~~ :5l :offi' CT'" <g 8 '" =' ~ -... -, ~'l. ll. [I' <1> f!I _1 " (.J C. W & <:) ,.,~, " ) ...:~- j ; ( :r.- . ,. <- \0 1!!ct ~s. 0 0 -. s::. .. //..... I~ l~ ., ,'} 7../ ..- ,'. ,OA OATIS 0' DIATH AnlA 12/311;' CHIC~ HUI INHERITANCE TAX RETURN ~o~::~U~:~DITlSCLAIMID I ) RESIDENT DECEDENT fjiiNiiMiiii~-"_d' . CO......ONW'.lIH co pfNNmV.N'. (TO BE FILED IN DUPLICATE 21 "I, -"(Ill Df,.ltMfNlOF _'V[NU( :J :J H...,.."J~l. ~_~"nl" O,,!.l WIT':'..R~(;ISTER OF WIL~~l " c;OUI'm CQIl' VI.Il. eN' NAME II'" ,.. . AND MIOOI IHI 10411 0 OW' COM PI A DU Foltz, Mary I" Foreat Pork lIeol th Contor SOCIAL ,(eUIIIY HUMin P"tfOiDIAiH------njO;;.i1Oi'iii.--' 700 Wo I nu t lIot tom Hood. Car Ual". I'^ 199-01-9702 9-11l-9~ 7-11-0& c.- Cumberlond 1701] III ""IICUIII.U.~IWI~O "aull' """III"" "." ..N(.lM,Ollll ""1,,,., - iOCIAlircUii'iiNUMifr- - AMOUHI _((liVID IUlltunUCJION!o1 , . RlV.l' l!! ..:512 blfu ",co 9 u~... rn 1. O,lglnol R.turn o .t. Limited ellal. 0 Aa. Fulur. Int.,..t Compromit. (I., d.," .f do.'h .lto, 12.12.021 I]g 6. o.c.d.nt DI.d Tellal. D 7. D.ud.nt Malntaln,d allYing Tru't (Attoch copy of Will) (Allach copy of Trull) ALL CORRISPONDINCI AND CONrlDINTIAL TAX IN'ORMATlON SHOULD BI DIRICTID TOI M aMPUn MAlliN A D n.o Jerry A. Weigle, "squire MAHK, WlnGl,g ANlC/(;\\RKINlOt UU'HONINUMau 126 East King saoot Of 7 I 7 532-7388 Shi ensbur , pI;' 17257 c.' ,. .."17.9', ) ij... NUMBf.t1 OJ. Os. Remainder R.lurn II., do '" .f do.'h prl., I. 12.13.021 hd.rol Estot. Tax A.lurn R.qulred * I! iii bl co LJ 2, Supplemental Relurn lill! "'co "':0: file :0: co S g bl '" 1. Ro.1 E".,o ISchodulo AI 2. Stock. and Bond. 15th.dul. B) 3. Clol.ly H,ld Slock/Porln.rthlp Inl.,.s, (Schedule C) A. Mortgag'. and Nol., Receivable (Sch.dule 0) 5. Cash, Bank OepolUs & Mlle.llaneous Personal Prop.rly ISchodulo EI 6. Jointly Owned Prop.rty (Sch.dull FI 7, T,anlfo" ISchodulo G) ISchodul. II B. Total Gran Au." (lolollln.. 1.7) 9. Fun.ral Eaptns.., Admlnll'rollvl COlh, Miscellaneous bpen"s (Sch.dule H) 10. Debit. Mongoge liabilities, lItns (Sch,dule II 11. Total Deductions (IDlollln., 9 & 10) 12. N.t Volu. of eltote (lln. 8 minus L1n. 11) '3. Charilable and Gavernmenlal Bequests (Sc:hedule J) 14. Net Value Sub ec:t 10 Tax lline 12 minus Une 13) IS. Spousal Tran.fen (for dole. of dealh aher 6.30-94) S.. lnllrudlon. for Ar,pllc:able Perc:enlage on Revene Side. (Indude valull ram Schedule K or Schedule M.) 16. Amounl of line 14 laxable 01 6% role (Include valull from Schedule K or Schedule M.) 17. Amounl of line 14 laxable 01 15% role (Include values 'ram Sch.dule K or Schedule M.) 18. Principal tax due (Add lax from Lines IS. 16 and 17,) 19. Credits Spaulal Paverly Credit Prior Payments + ....b~OO.OO _ B. Tolal Numb.r of Safe D,pollt Box II _~ ".i-, , r~ 'i'~""^ ",",-;',:; :0: co !.i ... :> .. :E co u E :tl :TIm mn H!.O (11 121 (J) - ( 41 (51 ~ 3 . ZQ,Q,j)O 50.00 .: . - .. L: W 0.. r.> <:. ;;=> .: t , '-' \0 :0'" r:, )>~ :::. .. 2: ..: Wo ~. 12.095.24 16 ) ( 71 55.345.24 191 (101 13 ,894. 78 1.3~1.13 181 (Ill (121 (131 (141 15,235.91 40,109.33 ~O,109.33 1151 (161 (17) )(._- 40,109,33 )( .06. 2.406.5& )( .15. (181 2,406.56 Dlscounl 120.33 Inl.r'll (191 120) 2.520.33 11) '7 20, + If line 1911 greoler than line 18, .nler Ih. differ. nee on lin. 20. Thb II Ih. OVERPAYMENT. IiJ ~:' Check hele if vou are roqululino a refund of your overpavment. (21) 121A) 1210) 21. If line 1811 greater than line 19, enler the difference an line 21. This II the TAX DUE. A. Enler Ihe Inl""' on Ihe balance due on line 21 A, B. Enler Ihe tolal 0' Une 21 and 21 A on line 218, This Is the BALANCE DUE. Moke Ch.d. Payable tal Register of Will., Agenl t ~ ~ BI SURE TO A~~IR ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ,t<:i\'f!'Jt;!i,;;ti',\t'(,r, Under penalties of perlury, I dedar. Ihall have ''''Ol,lllltti lhi. relurn, Including occompanylng "hedule. und .Ial.ments. and 'a the best of my knowledg, and b,ll,f, Ills lrue, correcl and comple'e, I declare lhal all r.al IIlale has bun reported at true mo;kel value. Oeclaration of preparer alher Ihon the penonal repre.enlotlve II baled on all lnformallan of which ,. ar.r hal an knowl.dg.. SIGH",,1,U,RE Of 'UZON 1lf~'ONS"1f 'O:.;---"!J~ AOOIlU DAn , C;f"4"':"-('~ ,-'..~r flork ". Foltz, 361 Philadelphia Ave., Chambersburg, PA SI NA'UR~ 'R('ARfR OIH(R IHA ..,(, (1AlIV( AODRlU DATE I .."' / . lb b ,? Wi lIr ". Foltz, 8570 Pinevllle Road. Shippens urg, PA 17201 I~~ 1725 7 1~('1'1S' 126 E. King St., Shippenaburg, PA 17257 /- //-?S- . , Act '41 ef 1994 provide. for the reduction of the tax rate.lmpo.ed on the net value of transfer. to or far the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel e 3'111(.Nj wIN be applicable for e.tate. of decedents dying on or after 7/1/94 and before 1/1/96 e 2'l11(.NI wIN be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97 e 1'11I(.'11 will be applicable for e.tate. of decedent. dying on or after 1/1/97 and before 1/1/98 e SfI.- trensfer. occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS IY PLACING A CHECK MARK (.--) IN THE APPROPRIATE BLOCKS. YES NO 1. Dial decedent make 0 transfer and: a. retain the use or Income of the property transferred, ....................................................... x b. retain the right to designate who sholl use the property transferred or Its Income, ............... x c. r.'.ln a reversionary interest; or ................................................................................... x d. receive the promise for life of either payments, benefits or core' ....................................... 2. If deClth occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration' If death occurred offer December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'.... .... ....... ........ ........ ...., ...........oo. ......... to......... ............,... to to.... ..... x x x 3. Old decedent own on 'in trust lor' bonk account at his or her death'...................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. "V.!~ll" 112-151 W CO~~~W~:i\f;\~~~fl%~~_~~:',~__.._._..._ "_. ",_,_. ESTATE OF --..-' . .... ...-....--- Mary g. Foltz SCHEDULE A REAL ESTATE _______ _________,~._. _____>__ _'___'~____'__'_"_ . _._. ._.w.,___._.....___..__. ,,,._u_____ ---..---- (P,op.rty lolntly.own.d with Right 0' Su,vlvo"hlp mUlt b. dllClo..d on Sch.dul. FI AII..ol..tot. Ihould b. "po,t.d ot '01, morkot volu. which II d.fln.d 01 tho prl.. ot which p,op.rty would b. ...hong.d b.twlln 0 willing buy.. ond 0 willing ..II.., n.llh.. b.lng co",p.lI.d to buy 0' ..II, both hov)",g!!.".!."-~.!>I!.!<.n,,-~t!~g._..'-'-h..,,,-I.v-,,-n-' !octl~______.____..._ ________ ...------- . . NUITMEMBER DESCRIPTION VALUE AT DATE OF DEATH "F1LE'NUMBEii'='~""~=~~='=~~=-=O 2194-908 ------.....--------------....---. I. 436 Oakville Road, Shippensburg, North Newton Township, Cumberland County, Pennsylvania, under Agreement of Sale at date of death, had already received down payment of $4,800.00 and deposited to Orrstown Bank Checking Account 06-56577 prio to data of death Groee proceeds at settlement 10-26-94 43,200.00 '- TOTAL (Allo .nt., on IIn. 1. R.copllulotlon) (If more space is n..dld, Insert additional shee's 0' same size,' $ 43.200.00 ~- A. Settlement Statement U.8. U.p.,lmtnl 01 Ilow.lnl and Urban n.nlopmtnl ,=r '. ,t OMO No. nOl,0181o B. Type of Loan 1. 0 FIlA 4. 0 VA 5.0 Cony. Ins. C. NOTE: Thll 'arm 'I furnished to give you B I'alomont 01 Dctual lotllomonl costs. Amounts paid 10 and by tho lenlomanl agonl ara shown. Items markod .p.D.C,. worD paid oullldo of closlngj thoy DrD shown hero for lnformatlonal purposos Bnd oro not Includod In tho Iota Is. D. NAME AND ADDRESS OF BORROWER: Bryan J. (hanlJUrlln an~ Shawnna M. ChaiNJerltn 436 Oakvllle RO,ld. Shlppensburg. PennsylvanIa 17257 (state of Mary L Foltz I,lle of 436 Olllv111e HOlld. Shlpp(,Il~lhurtJ. I'rnnsylvan1.1 177.57 2.0 Flr/IA 3.0 Cony. Untlls Hie Nunver 79B3 lOJIl Num{Jer Mortgage I nsurance Case lIunver E. NAME AND AODRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: G. PROPERTY 436 Oakvllle llo,l~ LOCATION: Shlppensbury. PA 17257 H. SElllEMENT AGENT: PLACE OF SETTlEMENT: Mark. Wetgle and Perkins. Jerry A. WeIgle 126 East King Street. Shlppensburg. PA 17257. Penllsylvanl,l. PA 17257 I. SETTlEMENT DATE: October 26. 1994 J. SuMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 00. GROSS AMOUNT DUE TO SELLER: 'Qt. ConlrlCI ut.. pIle. 48.000.00 401. Conllle1 11111 pile. 48.000.00 101. PallOn.1 plOP"'" 01. Plllonal ploplll, 103. S.IlI.m.nl CUIII" 10 bOllo,,'" 403. (Itom an. UOO} 917.00 104. 404. 101. 4011. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 10'. DI,flo"n t.... " 400. OI,IIo"n I.... ,. 101. Count, Il." 10/26/941.12/31/94 ?~ ,;<; 401. Counl, IA... 10/26/94,.12/31/94 ?,; ,;<; 101. A.....m.nl. 10/26/94,.6/30/95 'lnR <;Q 401. A.....m.nl. 10/26/94,. 6/30/95 'lnR <;Q 109. 40g. uo. 410. 111. 41" In. 411. 120. GROSS AMOUNT DUE FROM BORROWER: 49,252.24 420. GROSS AMOUNT DUE TO SELLER: 48,335.24 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: Z01. O.po.11 or ..rnuI mon., 4.800.00 aOI. Elc... d.po.11 (... m'Uucllon.) 4.800.00 ZOJ. P,mclp.IAmounl 01 n." loanlt) liar. S.tU.m.nl chilli" 10 ..1111 (IIn. 1400) 1. 581. 81 203. E.I.Unll 10.11(') I....n .ubl.ct 10 03. Elllllllllloln(') I....n .ubl.Cllo 204. 504, rl,ol! ollilll morlll'O' loin 205. 505. PA,oll 01 ..cond mot 10111' loin 20L "L 201. 501. 101. 50', 201t. !!l01t. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: liD. DI,IIo"n I.... ,. 1I10.OI,/lo"nllll. I. 211. Counl, I.." I. all. Counl, I.... I. III. A.....m.nl. I. IIU. A.....m.nl. I. 113. "3. 214. IiU. 215. 515. 218. 618. 217. 511. 211. tall. m 50. 220. TOTAL PAID BYIFOR 4,800.00 520. TOTAL REDUCTIONS 6,381.81 BORROWER: IN AMOUNT DUE SELLER: 300. CASH AT SETTlEMENT FROMITO BORROWER: 500. CASH AT SETTlEMENT TOIFROM SELLER: 1", r.rn<< "''''''nt "". frM! hnrr"'""'r <1lnn "01 49.252.241~n' r.rn<< a""'''nt d". to seller Clln. 4'0) 48.335.24 302. less a",,"nt oald by/for harrower ClIne 220) 4 800.00 602. Less reduct'ns In amt. dlle sellerOlne 520 6 381.81 303. CASH ( fiJFROM) ( 0 TO) BORROWER: 44,452.24 603. CASH ( ~TO) ( 0 FROM) SELLER: 41,953.43 HUD-1 (3-86) - RESPA, HB 4305.2 SUBSlITUTE; FORM 10gll BELLEn OTATEMENf: lh. Inlolmlllon conlAln.d In DloC'" E. 0, tt. Alld I And on Iln. 401 (01 Illin. 401 I. ..11I1....d. IInll 403 Ind 404) I. Impoll.nl III Intolmlllon And I. b.lng IUlnl.h.d 10 .h. Inllln.1 ",v.nu. SlIvlcl. II ,ou "I IIqullld 10 1lI1 . IIlu,n, . n'glllllne. pln.ll, 01 olhll ..ncllon will b. Impoud on 'OU II Ihll lI,m I. IIquil.d 10 b. IIpollld .nd Ih. IfUl d.lllmlll" thll It "U nol blln I.porl.d. o[lltR INSTRUCTIONS: II Ihl. 111111111. WII ,0Uf p,lnClp.lluld.nc., III. FOlm 2lIV, 011. 01 Exch.nll' 01 P,IIIClpll nuld'"c" 101 .n, g'ln, with YOUf Incom. III IIluln: lor Olhll IlInucllon., compl.,. Ih. Ipp~Ubl.. p"lI 01 FOlm 41111, Form 82!o2 Indlof 8ch.dul. 0 IFolm 1040). You III I.qulr.d by IA. 10 p,ovld. I'" bOI UJ wllh youl COII.CI lalpl,1I Id.nllllution numbll. It 'au do nol plowld. 1.11 bo. UJ wllh your corllcl lupay" Id.nUlICltlon numb", YOII ml, b. lubltel 10 CiVil 01 CllmlnAI plnalllu 1m po lid b, lAW, and und., p.n'lIl11 at plljury, I tlltll, Ihll Ih. numb., .hown on Ihll .111.m.nt I. my COIIICI 'lIpl,1I Id.nUllclUon numb.,. 8.1111'. SIIInlluII PAGE 1 nMII No '110"0'.' '. ~}8) SETTLEMENT CHARGES ALES/BROKER'S COMMISSION PAID FROM BORROWER'S FUNDS AT SETTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT IIAB[l) 0'" "IUt%: . .. ... DIVISION OF COMMISSION LINE 700 AS FOLLOWS: " L I NN A . ,. ,. 1t1. 900. IT M RE BE PAID I ADVAN ., m m ,. ITED WITH LENDER: 1001 Counly ololllrly I.... , m In In monlhl'" monlhl fill monthlOI monll'lI@1 monlhl O. monlhl@1 month I O. month I @ I pll monlh pll month p" month p., monlh U' monlh P" month p" monlh II monlh 1100. TITl.E CHAR ES: . m n , , In 10 a 111", II . mln I I I. Tur In,ul.n. Ind., I 1111 Me rk W t 1 tI II" 0 Mark et 1 tlOl. Allo,n.,'. I... 10 MarK. Weigle and PerK Ins IncltJd.. Ibo" I Iml Numbll" 110'. Till. In.UllnCI 10 In' v.1 . b. and P rkln and P rklns 425.00 .. , 1113. 1200. GOVERNMENT RE RDIN AND TRANSFER CHARGES: 12 00 480 00 ,. , 10 'C un. ....Im.' d , .1... 480.00 4 'Mall a . 'M I . .d m . 101. 1'05. 1300. ADDITI NAL SETTLEMENT CHARGES: 130'. PnllnlD.cllon 10 4 o. 19 4. 5 School T Tilxes 454 3d. 917.00 1 581. 81 I hau UlIlullt fnl...d U,. !lUll I D.Utlln.nl UlI..m.n. and lu Ih. bul 01 m., IIno"lldg. .nlt b..I.I. tl I. I ,'u. and &tcural' '~I"""nl I IU IIc.lpl. and dllburllm.nl. mild. on m, accounl 01 b, m. In Ihl. IIInucuon. I lUllhll tllIll, Ihll I hu. IIc.l"d I cop, 01 lh. IlUO~;;,.nl ~~ ~ 001""" 3..~.o4'f?:, "./J., ",r '- . 0"..10 /2 6/9 4 ~;~~'".':v. ?-- C; & 0".;1. 0 /2 6/9 4 Ul'fdn iI'.'Ct,amberlln 'state of Mary . fo tl j~ "^^ n^ ^.n_Il'. / / 0'''01 D' OaIlO"If: l11"Y'\lt\tl. ,. \ . ~0,t.:l0 26 94 AII.nl: Shilwnnd M. ChilrnlJer II n Dill: Th. IlUD'1 D.lIllmlnl DIII.mlnl "hlch I hlv' pllp,"d II I "u. .nd l,cu'lt. .ccounl 01 Ihll IIInucllan. wllh Ihl. 111l.mlnl, b. dllbulud In 'CCOld.nc. 0",1.0/26/94 011.: WARNING: II I. . c,I,", 10 "no"lnIl11 '".... ,.111 I"'ltmlnl. 10 Ihl Unltld UIIIII on Ihl. mIni. FOI d.II'11 III: TltI. II U.O. Cod. Otew". 1001 .nd OlcUon 1010. eln InCludt .lln. Ind lmpllton. HUD-1 (Rov. 3/86) PAGE 2 Shoperd's/McGrsw-HIII, Inc. (800) 522-1050 7 0 .0 00 00 1. Cumberland Valley Cooperative Association - 5 Shares Common Stock 50.00 .fV.ISO'JU.IUI) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "B" STOCKS AND BONDS Mary E. Foltz FILE NUMBER 2194-908 IAII proplfty JolnllVoOwned wllh Righi 01 Survlvor.hlp mul1 b. dl.clo.~ on Bchiadul. "Fool ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL (AlIa enter on line 2, Recapltulallon) $ 50.00 . Ot more .pec. I' nuded In..rt .ddltlonel th.." of urn. sin) .: 1IV-1S01fhIU'I w SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWUllH 0' PfNNSVlVANIA IHHIIITANCI TAX .nul" IIIIDINT DletDIN' ESTATE OF Mary E. Fotlz (All P'....rt., folntly.owMd with the .'ght .f Survlwnhlp mull IN dllClo.ed on Schedule P) ITEM NUMBER DESCRIPTION 1. Orrstown Bank Checking Account U6-56577 Orrstown Bank Burial Fund Account U003-048254-C 2. 3. Capital Blue Cross - refund 10-6-94 4. Presbyterian Homes, Inc. - refund 10-21-94 5. Erie Insurance Group - refund at cancellation of homeowner's insurance 6. Presbyterian Homes, Inc. - refund 12-9-94 TOTAL Also enter on line 5, Reeo (Anach additional ey,'" )C 11" ,het'llf mOI1l .pac, II n..d.d,J Please Print or l' e FILE NUMBER 2194-908 VALUE AT DATE OF DEATH 4,989.99 4,891. 75 186.40 1,424.70 9.00 593.40 s 12,095.24 II\lUIlII.,'"' ESTATE OF ITEM NUMBER >, --i' ~.~ COMMONWrALTH O' rfNNlnVANIA INHfll1ANCl lAX anUIN IUIDlNT DfCfDfNT l SCHEDULE H L FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND .!^~~CEL.~ANEOUS EXPEN_SES . Plea.. Print or Type ~E NUMBER .. _. .___._. ___---1- 2194-908 Mary E. Foltz DESCRIPTION AMOUNT A. Fun.rol Expen'..l B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. 5,124.16 Fogelsanger-Uricker Funeral lIome Oakville United ~fethodist Church Ladies Aid - reception 300.00 Eby Granite Works - monument 1,871.00 1. Admlnl.trotlve Ca.1I1 Mark E. Foltz - 159-24-7757 Penonol Representative Comml..lon. Wilbur E. Foltz - 210-26-6931 Social Security Numbor of Penonal Reprasonlotlve: Voor Comml..lons paid 1,383.63 1,383.63 2. Attorney Fee. Mark, Weigle and Perkins 3,517.26 3. Family E.omptlon Claimant Addre.. 01 Clalm~"t 01 docedont'. deolh Slreol Addre.. Relationship City slole Zip Code Probalo Fee. Register of Wills, Cumberland County - Letters Testementary and Short Certificates MI.c.llaneou. EMp.n..1I News Chronicle - advertising Letters Teetamentary 94.00 56.60 40.00 Cumberland Law Journal - advertising Letters Testamentary Mark, Weigle and Perkins - reimbursement for postage, xerox copiea, and long distance telephone calls Linda K. Klein - notary fees 20.00 19.50 Register of Wille, Cumberland County - filing Inventory, Appraisement, and Statement of Debts and Deductions Regieter of Wills, Cumberland County - filing Family Settlement Agreement 25.00 60.00 TOTAL (AI.o onler an IIn. 9, Recapitulation) 5 13,89/..78 (If mar. Ipac. II n.eded, Inlert addlllanallh..ll of .am. 11z..) ..' .\ _.V.lm".17.1I1 ,fj;!. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTIES AND LIENS Ploa.e Print ar T . FILE NUMBER 2194-908 COMMONWIAUH O. 'INN"LVANIA INHIIIIAH(1 "~I ..IU.... 11'IDIHt 1IIeIDIN' ESTATE OF Hnry (;. Foltz ITEM NUMBER DESCRIPTION AMOUNT 1. Emerald Drug - September statement 42.27 2. Real Eetate Settlement Expenses 10-26-94 Mark, Weigle and Perkins - legal fees Realty Transfer Tax 1994 County Taxes 1994-95 School Taxes Chamberlin's Pest Control - inspection 490.50 480.00 130.66 145.41 35.00 17.29 3. Emerald Drug - October statement TOTAL (Allo onlor on IIno 10, Rocopltulotlon' $ (II more space is n..cl.d, ins." additional she.ts o( some size.J '. .' ......151111.1''') ESTATE OF ITEM NUMBER 1. ITEM NUMBER 1. ~"Jt.~ ~ CO_ONwIAUH Of "NNSYlVANIA INHlllfANCI tAl "'UIN "'IPINrO'ClOIN1 SCHEDULE J BENEFICIARIES FILE NUMBER Mary E. ~'o1tz 2194-908 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Talllable Beque"'l 2. Mark E. Foltz 361 Philadelphia Avenue, Chambersburg, PA 17201 Son Betty M. Russell 58 Wsst Main Street, Newville, PA 17241 Daughter Wilbur E. Foltz 8570 Pineville Road, Shippensburg, PA 17257 Son Grace E. Chamberlin 228 Springfield Road, Shippensburg, PA 17257 Daughter John E. Foltz 470 Crains Gap Road, Carlisla, PA 17013 Son Gladys F. lIaffelfinger 655 lIarr's Ridge Road, Gettysburg, PA 17325 Daughter Nancy L. McCullough 105 Red Shed Road, Shippensburg, PA 17257 randdaughter Bary L. Foltz 1524 Walnut Bottom Road, Newvilla, PA 17241 randson Jeffery L. Foltz 105 Red Shed Road, Shippensburg, PA 17257 randson 1/21 1/7 1/7 3. 1/7 4. 1/7 5. 1/7 6. 1/7 7. 1/21 8. 1/21 9. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Cha,ilabl. and Governmental BequIIIs: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAho .nlor on Iin. 13, Recapi.ulatlan) S (If mar. .pace I. "..ded, Inll,t additional .heet. of .om. 1111) . '. .' LAS'l' WIl.L AND 'rES'rAImNT I, MARY E. FOLTZ, of R. D. 1, 'Shippensburg, North Newton Township, Cumberland County, Pennsylvania, being of sound mind, mnmory and disposition, do hereby make, publish nnd declare this my Last Will and Tostament, hereby revoking and making void all wille by me at any time heretofore made. FIRST. I order and direct the payment of all my juet debte and funeral axpenses as eoon ae may be convenient after my decease. SECOND. I give to my children the privilege of taking any of the antiques that I have, in kind, at the appraised prices prior to any sale of the same. .!!!!.!!Q. I direct my hereinafter named Executor to sell at either public or private sale, all the rest, residue and remainder of my estate; then after payment of all my taxes and debts,. to divide the net proceeds among my seven children. share and share alike. In the event that any of my children pre- deceaee me leaving issue, I then direct that said deceased child's share be bequeathed to his or her issue, per stirpes. FOURTII. In the event that any beneficiary of this my Last Will and Testament is a minor, I then give and bequeath soid minor's share to TilE FIRST NATIONAL DANK OF SIIIPPENSBURG, Shippeneburg, Penneylvania, AS GUARDIAN, NEVERTIlELESS, to invest and re-invest the same during the minority of the said beneficiary with the following powers in addi tion to those presently given by law: A. The power to expend the income towards the health, support and maintenance, and education, including a college, . trade, busineee or technical school education, of the said beneficiary; B. The power to expend the principal, within the discretion of the said Guardian, if the income is insuf ficien t, tow a rde the health, support and maintenance, and education, including a college, . trade, bueiness or technical. school education, of the said beneficiary; C. The power to diatribute the balance of principal and interest. if any.remaining. when the soid beneficiary reaches the age of M^nK AND Walo",. A"Q,n.~, I' Law Ihlpp'n,burt. PI. dn ~{~ f) ,;;alr -1- ii- '1 " , 1: ~ t 1 j ~ t . /. ?, , mojority, without the necessity of a formal adjudication of the Guordian's account. in the Court of Conunon l'lolls of Cumberland County, upon tha receipt of n good and valid releaee. FIFTH. I nominate, conotitute and appoint ~~RK E. FOLTZ and WILBUR E. FOLTZ, i 1 , or the survivor of them, to be tha Co-Executors of this my Las t Will and Teotament. IN WITNESS WHEREOF, I, MARY E. FOLTZ, have hereunto set my hand and seal c, to this my Last Will and Teetament, written on two poges, the first page signed for identification purposes only, this .:l r~ day of June, 1979. )j1~-"1 d r_'\f4: (SEAL) This instrument was by the Testatrix, MARY E. FOLTZ, on the date hereof, signed, published and dectared by her to be her Last Will and Testament, in our presence, who at her requeat and in her preeence and in the presence of each other, we believing her to be of eound and disposing"mind and memory, have hereunto subscribed our names as witnesses. ./? "1;!,(,'(;{rL'l.[( .FillA, ~_ l>a.IlWJ q. l'fJ.tml}')) I I C0Ml10NWElILTIl OF PENNSYLVANIA . . 55 COUNTY OF CUMBERLAND I, HARY E. FOr.TZ, the Testatrix whoee nOIRe is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the inetrument as my Lost Will; that 1 signed it MA"K AND WIIOL.a AUorneya I' LIW IhlpPlnaburJ, PI. -2- . '.. ' . ',', MARKANDWIIOI..C AllarnlW'1 I' Law Shlppln,burI, ", .' .,. , 'I' ,I " :.i , ' I" willingly I and that 1 signed it ae my free and voluntary act for the purposes therein exprassed. Sworn or affirmcd Co and acknowledged baforo mo by Mary E. Foltz, tho Tos- t.~.~rix, this 25~1~. dny of June, 1979. /'na;, II C. 1/J.e{//lUJlA"/ i,:ry E. Slanll, Hnlnry Public Shl".".bu1t. ,. (\lmh,lln. (\1\11I11 110, Commllllon b,uu lIAr Jr. 1111 COMMONWEALTII OF PENNSYLVANIA COUNTY OF CUMBERLAND SS In a.'~r 6' (v~r(f- We, William R. Mark and Nancy J. Monn tho witncssee whose names arc signed to the foregoing instrument, being duly qualificd according Co law, do depose and say Chat wc wcre prescnt and saw Teetatrix sign and execute the instrument as her Last IHll; that she signcd willingly and that she executed it as her free and voluntary act for the purposcs thorein expresscd; that each of us in the hearing and sight of the Testatrix s.ignod the will as witneesesj and that to the best of our knowledge the Teatatrix was at that time eighteen (18) or more years of .age and of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by William R. Narl. and Nancy J. Mann , witnesses, this 25 thday of June, 1979. /l)0Uu1 C. >rbO/l.LM..a./ / Mary E. S...ell, H.l.ry Mlic 1~,,.nill\'9, 'A Combul.no! Counl, 110, Com million bplttI liAr II. 1111 --II. .' '.2.-, / f.v..lu/..., J~ t'lU""'-..,, ....f/J.J._n ./I 'l ~ .'1nJJTlJIJ -.-. .-_.~_. r-------------.-- , I 1 i I ! --------...------------- - 1 :""" ". "'j) ~\'\.,'\ . ,<::.\y;!\:;.!-.. ,,,,~.: \'."~~ h'.',", 11':~'~ /'~{J~"L~ ~::~' . ',", ""'1".: ,',\" ~ >,!~\:. '':'1; . . .. ~. "', _ ! . ?~. .,~, . 1 .r . ~ ':\"'" Coo .j ',.. '11""__ .." ,\"'..~", .' /l.":' .,I~."I!.~.J:;;lf~.'r.:.,\:' ,:.i1'fIJ,~~:~'~"~~l1:1 ~...~~Jr+;iN'f>i:.,,~:.)r't;!J,,"~;~(:':i\.:)..,-:~;. 'i:~ \' r ,~~.r;:'~~..,;~'~.~: :-,I..~~), ...~ " .," ,. ~~" \.:.t.l.4\,,1{1~ . \",U' :;,;.' .; .1-..'1.;". ~'~J.~'~~;"."t~'~7:!..:1~4"~ .....,\1 ' . - "tt "f ' ")j" -. "r '; Ii"'" '/1'Nf , ". . -,~. "'.ff' '., '. "" "'1'" '~~n""~ ~ "'~': "'GAl'r~ Jk1.4~l,J.lj}Jrr./1, --li t ~ .l.lu, fA,. ft'/:'",~""~~,\,}d". h;-.(; 't,r:'.: 1..,.Llilc~_l...~".;."'_ .."-.~,....-_,.-~o""""_~~l1j.~._~..".-,. ..Ui~ RECEIVED FROM. i ACN ASSESSMENT r:t CONTROL ... NUMBER AMOUNT WEIGLE JERRV A 126 E KING STREET 101 .C'.<too.UO SHIPPENSBURG PA 17e~7 a EJ II m 21-1994-090B SSN 199-01-9702 I~DH'" j I I I latDH'" ESTATE INfORMATION. FOLTZ MARV E CUMBERLAND REGISTER OF WILLS m TOTALAMOUNTPAID .e.400.00 I ,r' SK I ..a"" .~z:t(f ~ MA~V C. LEW REGISTER OF WILLS' ~ REMARKS MARK E. FOLTZ SEAL CHECKtI e ~------------------------------~~ ~~; . .. ..~ .. . 1': '.. '-~~"-I-';--.~ft.if \. . .... r " .f .. . ... -- _..~ , --.- r-' ..--.,-~ ...~..h l+ - j ~ , ., ..- ........ rr ]I If "~... I'! . N\-?l REV-1547 EX AFP 112094* CD""OHWEAl HI Of PEHNSVlYAH'A O(PAR1HfNI or REVENUE BUREAU Of INDIVIDUAL 'AIlES . PEP'. ua6D' HARRIIIURG, Pi l1lza.06Dl ACN NaTICE OF INHERITANCE TAX APPRAISENENT. ALLOWANCE DR DISALLDWANCE DF DEDUCTIDNS AND ASSESSNENT DF TAX DATE (I, -\\'. , " I ./ 101 04-03-95 o FILE NO. DATE OF DEATH 09-15-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PoRTIDN OF THIS FoRN WITH YOUR TAX PAVNENT TO THE REGISTER OF WILLS. NAXE CHECK PAVAeLE TD "REGISTER DF WILLS, AGENT" REMIT PAYMENT TO: JERRV A WEIGLE ESQ MARK ETAL 126 EKING ST SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBE~~ CO,COURT.HqySE CARLISl:E, PA ,'i7013.:h~; A~o;t CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:is;,-j-ix.-"Fjo--nF94T"iiiiYicniF--fHHiififAN-CE-'1:AX-iippiiiiiiiitfEii:r;-'\L.rOWANCE;ijR..:~------m---- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT W'- TAX i'\ ~:. ESTATE OF FOL T2 MARY E FILE NO. 21 94-0908 ACN '101 UJ DATE 04-03-95 TAX RETURN WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1. R..I Elt.t. .Schedule AJ 11) 2. Stock. end Bond. (Schedule OJ (2) 3. Cla'.hI H.ld stock/P.rtnlr.hip Int.,..d Uch.dull Ci (SI 4. "arta.g'I/Not.. Rle.iv,bl. (Schedul. OJ (4) 5. C..h/Blnk napo.it,/Hlle, PI,.lonll Prop.rt~ (Schedul. EJ (5) 6. Jointly Owned ProPlrty (Schedule FJ (6) 7. T,.ln.fl,.1 (Schedule G) 171 8. Total A..ats APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral E~pan.a./Adft. Co.t./Hi.c. E~pan.e. ISchadula HI (91 10. Dabts/Hortgaga Liabilitia./Lien. ISchedula U 1101 11. Total Deduction. 12. Hat Valu. of Ta~ Raturn 15. Charitabl./Govarnftantal Baqua.t. ISchadu1. J) 14. Hat Va1u. of E.t.t. Subjact to Ta~ If an assessment was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Aftount of Lin. 14 .t Spou..l 16. AMount of Lina 14 t.~.bla .t 17. Aftount of Lina 14 t.Mabla at 18. Principal T.M Dua TAX CREDITS: PAVNEHT DATE 12-01-94 NOTE: CHANGED 43.200.00 50.00 .00 .00 12.095.24 .00 .00 leI 13,894.78 1.341.13 1111 1121 1131 1141 Ra..iUed 55.345.24 1~.~3~ ql 40.109.33 .00 40.109.33 14, 15 and/or 16, 17 and 18 will returns asseseed to date. r.t. Line.l/Cl... A r.ta Coll.t.r.l/Cl... B r.t. 1151 1161 1171 RECEIPT NUNBER MM913235 DISCOUNT 1+) INTEREST 1-) 120.33 .00 X .03. 40.109.33 X .06. .00 X .15. l1el ANOUNT PAID 2,400.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. .00 2.406.56 .00 2.406.56 2,520.33 113.77CR .00 113.77CR IF TOTAL DUE IS LESS THAN '1, NO PAVHENT IS REGUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I RESERVATIONI E.tet.. of d.e.d.nt. dvlng an a~ b.far. O.c..b.r lZ, 198Z -- If any future Int.r..t In the ..tet. I, tran.f'r~.d In pa.....lan or .nJov..nt to CII.. . (coll.t.r.l) b.n.flel.rl.. of the d.e.d.nt .ft.r the .~plr.tlan of .nv ..t.t. for 11ft or for y..r., the Co..anw..lth h.r.by ..pr'.,lv r...rv.. the right to appr.I.. and ...... tran.fer Inhlrltence T.Me. .t the Ilwful el.., . (call.ter.l) r.t. on tny .uch future Int.r..t. PURPOSE OF NOTICEr To fulfill the requlr"lnt. of Slctlon Zl'O of the Inherltlnce and E.t.t. Ta. Act, Act 2Z of 1991, 7Z P,S. Section Z140. PAYMENT I Oltlch the top portion of thl. Not leI and .ub_lt with your pavelnt to the RIgl.tlr of NIII. prlntld on the revlr.e .Idl. --HIke chick or eonlY ord.r plYlbl. tal REGISTER OF HILLS, AGENT All plveent. reellved .hall flr.t be eppllld to env Interl.t which elV b, due with .nv rea.lnd.r appllld to the tl.. REFUND (CR)I A r.fund of . t.. er.dlt, which w.. not r.qul.t.d on the T'M Rlturn, "V b. r.qu..t.d bv coepl.tlng an "Application for Alfund of P.nn.vlvanl. Inh.rltenc. and E.t.tl T.." (REV-IlI1). Appllc.tlon. art av.ll.bl. at the OfficI of the A.gl.t.r of NIII., .nv of thl Zl Alvlnul DI.trlct OfficI" or bv ellllng thl 'Plcl.l Z4-hour an'wlrlng ..rvlel ~b.r. for for.. ordlrlngl In P.nn.vlvanla 1-800-16Z-1050, out.ld. P.nn'Ylv.nl. and within loe.1 H.rrltburg .tll (117) 787-8094, TOO. (717) nl-12SZ Hillring IIPllnd Onh). OBJECTIONSr Any plrtv In Int.r..t not 'Itl.fl.d with the .ppr.I....nt, .llowanc. o~ dl..llowlne. of d.ductlon., or ........nt of tax Clncludlng dI.eount or Int.r..t) .. .hown on thll Notlcl .u.t obJlct wIthin .I.ty (60) d'vI of tlc.lpt of thlt Notlc. bVI ADMIN IS1AATlVE CORRECTIONS I --wrltt.n prot..t to the PA D.pert..nt of R.v.nu., lo.rd of App..I., D.pt. Z810ZI, H.rrI.burg, PA 17121-1021, OR --.I.ctlon to hlv. the ..tt.r d.t.r.ln.d .t ,udlt of the .ccount of the p.r.on.1 rlpr...nt.tlv., OR --.pp..1 to the Orphan.' Court. DISCOUNTI F.ctu.1 .rtor. dl.eov.t.d on thl. ........nt .hould b. .ddr....d In writing tal PA Dlp.rt..nt of Alv.nul, lut..u of Indlvldull Ta.I', AT1HI Po.t A'......nt A.vl.w Unit, Dlpt. 280601, Hltrl.burg, PA 17121-0601 Phon. (717) 717-6505. S.. p.g. 5 of the bookl.t "In.tructlon. for Inh.rlt.nc. ,.. R.turn for I R..ldlnt D.c.d.nt" CREV-1501) for an ..planatlon of .d.lnl.tr.tlvalv cotr.et.ble .tror.. If anv t.. due I. peld within thr.. (5) eel.ndar .onth. .ft.r th. dec.dent.. d..th. I 'Iv. p.te.nt (5~) dl.count of the t.. p.ld I. allow.d. Int.r..t I. charg.d bealnnlng with 'Ir.t dly 0' d.llnqu.ncv, at nln. (9) eonth. and on. (1) d.y 'roe thl data 0' d..th, to thl date 0' p.y.ent. r.x.. which b.c... d'llnqu.nt b"ora Janu.rv I, 191Z be.r Jnt.r..t at thl rlt. 0' .1. C6~) p.re.nt p.r .nnue calculat.d at a d.llv r.t. of .00016~. All t.... which b.ca.. d'llnqu.nt on .nd .ft.r Janu.ry I, 191Z will b..r Int.rl.t .t e tIt. whIch will v.ry 'roe e.l.nd.r v..r to cal.ndar YI.r with thet rIte ennounc.d bv the PA D.p.rt.lnt 0' R.vlnu.. ThI appllC'bl. Int.r..t r.t.. for 191Z through 1995 .r.1 INTEREST I !!!! Intlrut R.t. D.l1v In"r..t Factor ~ In"rut Aat. D.lly Int.r..t ractor 1912 20~ .OO05U 1917 'X .000Z47 1915 16~ .000451 1911-1991 U;C .000501 19." llj( .000301 1992 'X .000Z47 1915 ISX .000S56 1995-19'" 'X .00019Z 1916 10~ .00OZ74 1995 'X .00OZ47 --Int.r..t II e.lculetld .. fallowlI INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I..u.d .ft.r the t.. b.coa.. delinquent will r.flact an Int.r..t e.lcul.tlon to fJft'ln CIS) day. b.vond the d.t. of the .......ent. If p.y.ent I. a.de efter the Int.r..t eoaput.tlon dati .hown on the Hotle., .ddltlon.1 Int.r..t au.t b. calcul.t.d. . . V'REV-1607 EX AFP (12-94* COHHOHW(AlTH Of PENNSYLYANIA DEPARIHfHT Of REvtHUE lUAfAU OF INDIVIDUAL TAXEI O[pr. IID601 HARAIIIURa, PA 17"1-0601 /~'. ;)''-I3'-? &ul v ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT DAn 05-01-95 o FoLIZ MAR V E FILE NO. 21 94-0908 DATE OF DEATH 09- 5-94 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITN YOUR TAK PAYHENT TO THE AOORESS SHOWN. HAKE CHECK PAYABLE ANO REHIT PAYHENT TOo , JERRY A WEIGLE ESQ MARK ETAL 126 EKING ST SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount R..Uhd CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR FILES ..... iiili:il.oi-Ex-iiiip-m-:94Y------.ilii-iilifiR'iTANcE"fliX"STAfEiiE-tif-oF-lil:"coiJiif--ii...----u------------m ESTATE OF FOLTZ MARY E FILE NO. 21 94-0908 ACN 101 THIS STATEHENT IS PROVIOEO TO AOVISE aF THE CURRENT STATUS OF THE STATEO ACN IN THE NAHEO ESTATE. SHOWN BELOW IS A SUHHARY aF THE PRINCIPAL TAK ~UE, APPLICATION OF ALL PAYHENTS, TNE CURRENT BALANCE. ANO. IF APPLICABLE. A PROJECT EO INTEREST FIGURE. DATE 05-01-95 DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 03-27-95 PRINCIPAL TAX DUE. 2,406.56 PAYMENTS (TAX CREDITS). PAYMENT DATE 12-01-94 04-10-95 RECEIPT NUMBER MM913235 REFUND DISCOUNT (t) INTEREST (-) 120.33 .00 2,400.00 113.77- 00 c -. "1 'C i', , '. J;.> AMOUNT PAID si ") :J? . (. I., I" (, " I 11 . -. I:, I' .;... )'" .. >~~ n .,. TOTAL TAX CR!DIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2,406.56 .00 .00 .00 . IF PAlO AFTER THIS OATE, SEE REVERSE SlOE FOR CALCULATION OF AOOITIONAL INTEREST. l IF TOTAL OUE IS LESS THAN ll, NO PAYHENT IS REQUIREO. IF TOTAL ~UE IS REFLECTEO AS A "CREon" lCRI, YOU HAY BE ~UE A REFUNO. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I PAvttENT. aet.ch the top portion of thh NoUca Ilnd .ube" ..I th wour P')'Mnt ..de pav_le to the naIIa Md .ddr... prlnttd on thll r.var.. .Ide. 11 RESIDENT DECEDENT ..... check or .on.v order plvebl. tOI REGISTER OF WILLS, AGENT. 11 NON-RESIDENT DECEDENT ...... check or ~y ordar p.yabl. tot COHHONWEAL TH OF PENNSYLVANIA. All p.,.entl r.celv.d .hall b. appll.d flr.t to ~y Int.r..t which ..v b. dUe with anv r...lnd.r appll.d to the t.x. REfUND (CA)t A r.fund of I tax cradlt, which wa. not r.qua.tld on tha Tlx R.turn, ..v b. r.qu..t.d bv co.pl.tlna an "Appllc.tlon for Refund of Penn.vlvanl. Jnh.rlt~. and Est.t. Tax" (REV-ISIS). Appllc.tlons ar. av.llable .t tM offlca of the Aaahter of WUla, anv of the U Aav.nue Ohtrlct OffiCII or frol tha Oap.rtalmt.s U-hour an.warlna ..rvlc. nuabar. for for.. ordarlnat In Penn.vlvanl. 1-000-362-2050, out. Ide Pann.ylvanl. Ilnd within 10c.. Harrl.bur. .r.. (717) 717-1094, TOO' (717) 112-2252 (H..rlna lap. Ired only). REPLY TOI Qu..tlon. reg.rdlno Irror. contained on thl. notlc. .hould be .ddr....d tOI PA D.p.rt.ant of Rlv,nu., lur..u of Individual T.x'" ATINI Po.t A......ant Revl.w unit, D.pt. 210601, Harrl.burg, PA 17121-0601, phone (717) 711-6505. DIscDUHTI If env t.x dua I. paid within thr.. CS1 calendlr aonth. aft.r thl d.c.dant'. d..th, a flv. p.rcant (SX) dl.count of the t.x paid I. Illowad. INTEREST I Intarllt h char..d b.glMlng with first dav of d11llnquancy, Dr nlna (9J IMH\th. and OM 01 day fro. the d.ta of d.ath, to the data of pav.ant. 1.... which bee... delinquent b.for. January 1, 1912 b.ar Int.r..t at thl rata of .hl (6X) p.rclmt p.r WlnUI calcul.tad at . daUy rat. of .00016". AU t.... which b.c..a daUnquent on and .Uar Janu.rv 1, 1912 ..Ill b..r Intar..t at . r.ta which will vary froe caland.r v..r to callnd.r va.r with that r.ta announcad bV tha PA D.p.rtaant of Rav.nua. ThI appllcebla Int.ra.t rat.. for 1911 throuGh 1995 arat VI.r Intan.t Rata DallY Int.r..t Factor V..r Int.ra" Rat. D.lly Int.rllt Factor 1912 ZOX .0005,.. 1917 .X .000141 1913 16;( .0001tS0 l,aI-I991 UX .000301 19'~ llX .00OSOI 199Z 'X .00OlU 1915 lSX .000156 1995-1"" 7X .aOOI9Z 1916 lOX .00027~ 199' OX .00Ol47 "-Intar..t I. c.lculatld a. follow.1 INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Anv NaUca h.uad ."ar tha t.M beco.1I d.Unqusnt will nfl.ct -n Interllt ulcul.Uon to IIft.an US1 diU b....ond thl d.ta af thl ........nt. If p..,aant h .ada aU.r \.he Interllt coaputatlon d.t. .hawn on the Motlca, additional Intarllt .u.t ba calcul.ted. AND ESTATE m' MARY E. FOLTZ 21-94.908 FAMILY SETTLEMENT AGIU~EMENT THIS AGREEMENT made this 10 ~ day of ffY1flIJ1 , 1995, BETWEEN: MARK E. FOLTZ, BETTY M. RUSSEL~: ~~ILBbR E. FOLTZ, GRACE E. CHAMBERLIN, JOHN E. FOLTZ, GLADYS F. HEFFELFINGER, NANCY L. MC CULLOUGI-I, BARY L. FOLTZ, and JEFFERY L. FOLTZ, being the legatees under the Last Will and Testwnent of Mary E. Foltz, late of the Township of Shippensburg, Cumberland County, Pennsylvania, MARK E. FOLTZ and WILBUR E. FOLTZ, Co-Executors of the Estate of Mary E. Foltz, deceased, WHEREAS, Mary E. Foltz died September 18, 1994, testate, and under her Will left her estate to the parties herein; and WHEREAS, Letters Testamentary were grunted to Mark E. Foltz and Wilbur E. Foltz on October 26, 1994, by the Register of Wills of Cumberland County, Pennsylvania; ~nd WHEREAS, all the assets of the lute Mary E. Foltz have been liquidated or distributed and all her debts paid in full, and further the period of four months having tenninated since the first advertisement of the issuance of Letters to the said Co-Executors, the said parties hereto desire to waive the duty of the Co-Executors to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by The Court of Common Pleas of Cumberland County, Orphans' Court Division, AND FURTHER desire that a Fllmily Seulement Agreement be executed, whieh Family Seulement Agreement will be duly recorded among the deed records in and for Cumberland County. MARK, WEIGLE AND PERKINS _ ATTORNEVS AT LAW - '26 EAST KINO STREET - SHIPPENsnURG, PA. '7:ZS7 NOW. THEREFORE, WITNESSETH, that the parties hereto, in consideration of the '-, premises above stated, nnd of the Accounting nnd Proposed Schedule of Distribution all ached hereto nnd made a part hereof. nnd lite receipt oftheir distributive shares us therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further mutually release each other and in particular Mark E. Foltz and Wilbur E. Foltz. Co-Executors, from a1\ claims and demands whatsoever arising out of the seltlement of the Estate of Mary E. Foltz. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above wrilten. C~ltness: 9fl~~~ Mark E. Foltz (SEAL) -&1 ~ rJJ '-f5.--:n::. -m I R" -n ./.\. Lfl (SEAL) Belty-M:-~sse1\ - u~~ c: ,f~ Wilbur E. Foltz (SEAL) ~te.~' Grace E. Chamberlin ~ // ?--' (~(}-L -%-. ( / -~";/--=- (SEAL) ..-::::-Jo n :;Oltz ~ (SEAL) MARK, WI:IGLE AND PERKINS _ ATTORNI:VS AT LAW - 120 CAST KING 5lRE:r::T - SHIPPCNsnURO, PA. 17257 , r ,...- ."" , .. ;.--- .' ,<,_. _.' 'l... t3,,,"I1':J ~ ::1JX.. 6~ rl ~.'lS- Bary L. Foltz ( (SEAL) 01't- mi~1 (SEAL) COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND On this, the / () ~ day of J1'1 (U.,f , 1995, before me, a Notary Public in and for said County and State, the undersigned officer, personally appeared MARK E. FOLTZ, BETfY M. RUSSELL, WILBUR E. FOLTZ, GRACE E. CHAMBERLIN, JOHN E. FOLTZ, GLADYS F. HEFFELFINGER, NANCY L. MC CULLOUGH, BARY L. FOLTZ, and JEFFERY L. FOLTZ, known to me (or satisfactorily proven) to be the persons whose names arc subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. X..t ):/()O~~ My commission expires on: (SEAL) Notarial Seal Linda K. Klein, NotarY Public Shlppenlburg, PA cumberland County MV comnisalon Expires AulJIlt 15. 1998 MARK. WEIGLE AND PERKINS _ ATTORNEVS AT LAW - us EAST KINO STRI:ET - 5ttlrpCNsuuno. PA. 17:167 '. EXECllTOWS ACCOUNT FIRST AND FINAL ACCOUNT OF Mnrk E. Foltz nnd Wilbur E. Foltz, Co-Executors For ESTATE OF Mary E. Foltz, Deceased Date of Death: Date of Co-Executors' Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Lnw Joumnl Accounting for the Period: September 18, 1994 October 26, 1994 October 31, November 7,14,1994 November 4, 11,18, 1994 October 26, 1994, to May 5, 1995 Purpose of Account: Mark E. Foltz and Wilbur E. Foltz, Co-Executors, ofTer this account to ncquaint interested parties with the trnnsactions that have occurred during their administration. The account also Indicates the proposed distribution of the estate. It Is important that the nccount be carefully examined. Requests for additional infonnation or questions or objections can be discussed with: Jerry A. Weigle, Esquire Mark, Weigle nnd Perkins 126 Enst King Street Shippensburg, PA 17257 (717) 532-7388 " MARK, WEIGLE AND PERKINS _ ATTORNEVS AT LAW - 128 EAST KINO STREET - 5HlPPENSDURO, PA. 17257 Summary of Account Page Proposed Distribution to Beneficiaries 9 ~8.163.85 Principal Receipts 3 55,345.24 Less Disbursements: Debts of Decedent Funeral Expenses Family Exemption Administration Expenses Federal and State Taxes Fees and Commission 4 4 4 4 5 5 1,341.13 7,295.16 o 441.07 2,290.92 6.284.52 17.652.80 Balance before Distributions Distributions to Beneficiaries 7 37,692.44 o Principal Balance on Hand 7 37,692.44 Income Receipts Less Disbursements 8 8 496.22 24.81 Balance before Distributions Distributions to Beneficiaries 8 471.41 o Income Balance on Hand 8 471.41 Combined Balance on Hand ~~.163.85 2 I I I MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 126 EAST KING STREET - SHIPPCN5DURG. PA. 17257 Orrstown Bank Checking Account #6-56577 4,989.99 Receipts of l'rlncll1al QW1 Orrstown Bank Burial Fund Account #003-048254-C 4.891.75 9,881.74 Stocks Cumberland Valley Cooperative Association - 5 Shares 50.00 Real Estate 436 Oakville Road, Shippensburg, North Newton Township, Cumberland County, Pennsylvania, sold 10-26-94 43.200.00 Inventory 53,131.74 Received after date of death: 10.6-94 Capital Blue Cross - refund 186.40 10-21-94 Presbyterian Homes, Inc.. refund 1,424.70 11-16-94 Erie Insurance Group - refund at cancellation of homeowner's insurance 9.00 12-9-94 Presbyterian Homes, Inc. - refund 593.40 Total Receipts of Principal ?5.345.24 3 MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - tats EAST KING STREET - SHIPPENSDURG, PA. 17257 Dlshursements IIf l'rlnelplll Debts of Decedent 9-19-94 Emerald Drug - Septcmber statement 42.27 10-26-94 Real Estate Settlement Charges: Mark, Weigle and Perkins - legal fee Realty Transfer Tax 1994 County Taxes 1994-95 School Taxes Chamberlin's Pest Control - inspection 490.50 480.00 130.66 145.41 35.00 10-27-94 Emerald Drug - October statement .lL22 1,341.13 Funeral Expenses 9-25-94 Fogelsllnger-Bricker Funeral Home 5,124.16 10-27-94 Oakville United Methodist Church Ladies Aid- reception 300.00 10-27-94 Eby Granite Works - monument 1.871.00 7,295.16 Family Exemption None Administration Expenses 10-26-94 Register of Wills, Cumberland County - Letters Testamentary and Short Certificates 94.00 10-27-94 Cumberland Law Journal-advertising Letters Testamentary 40.00 4 MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 128 EAST KINO STREET - SHIPPENSBURG, PA. 17257 ;J~ lJ~;-' , ' MARK, WEIGLE AND PERKINS - ATTORNeVS AT LAW... I :;11'1 EAST MINO SUIBET _ ItUPplI!:NlnURO, PA. lUll? .' To Be Wilbur E. Foltz - Co-Executor's Commission Paid 1,383.63 To Be Mark, Weigle and Perkins - Attorney Fee Paid 3.517.26 6.284.52 Total Disbursements of Principal 17.652.80 . 6 MARK, WEJOLE AND PERKINS _ ATTORNEYS AT LAW _ 1215 EAST KINO STREET - 5HIPPENSDUAO, PA, 17257 -~-----.~.- - ._-~"----"""'''''''\-~ik.-'''~;'''~_.".->''' "-""-' ..,-.;O-,.l'..\-,-:-..."'i.'''':....~r,...''.;....-~...~'-- .' it-- vz ~B :if t~.,. l1 ~~ ~, ~ ~" '...' it ~ vt: 1h ~,\ ~ " i:' Zi; '" '1] ft, {~ tJ ~ ~ ffi DIstributions to Beneficlnrles None to date , ~ PrlnclpnllJnlnnro IIn lIund , Cash ~7.692.~ 7 MARK, WEIGLE AND PERKINS - ATTORNEY I AT LAW... tan KAIT KINO ITREET _ SHIPPENSBURO, PAt 17287 ...... .-:-~~..--~~..__, 1 ~'.,:,"-".-. "~'--.">F'. .' Receipts oflneome Interest: Orrstown Bank Estate Checking Account 1167.9364 Interest 10.27.94 to 5.5-95 ~96.22 Disbursements of Income To Be Paid Mark, Weigle and Perkins - Income Commission 5% on $496.22 ~ . Distributions of Income to Beneficiaries None to Date Income Balance on Hand Cash W.41 MARK. WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ 1215 EAST KING STREET - SHIPPENSOURG. PA. 17257 8 .' TO: TO: TO: TO: TO: TO: TO: TO: TO: Proposed Distribution to Beneficlnrles Mark E. Foltz 1/7 Share - Cash 5,45 I. 98 Belly M. Russell 117 Share - Cash 5,451.98 Wilbur E. Foltz 1/7 Share - Cash 5,451.98 Grace E. Chamberlin 1/7 Share - Cash 5,451.98 John E. Foltz 1/7 Share - Cash S,451.98 Gladys F. Heffelfinger 1/7 Share- Cash 5,451.98 Nllllcy L. McCullough 113 of 117 Share - Cash 1,817.33 Bary L. Foltz 113 of 1/7 Share - Cash 1,817.32 Jeffery L. Foltz 113 of 117 Share - Cash 1.817.32 38.163.8~ 9 MARK. WEIGU!: AND PERKINS - ATTORNEVS AT LAW - 125 EAST KINa STREET _ SHIPPENSDURO. PA 172117.13117 ~ -_.~--~- "'o"___'#<.u,"'j;"'~;~",,:>,,.,,;_>..~., ",_, MARK E. FOLTZ and WILBUR E. FOLTZ, Co-Executors of the Estate of Mary E. Foltz, deceased, hereby declare under oath (pennlties ofpcJjury) that they have fully and faithfully discharged the duties of their office: that the foregoing First and Final Account is true and correct and fully discloses all signilicantlrnnsactions occurring during the accounting period; that all known claims against the estate have been paid in full: that, to their knowledge, there are no claims now outstnndinllallainstthe estate; and thnt all taxes presently due from the estate have been paid. .~aeL~-~efA Mark E. Foltz, Co-Executor V -- bJ~ G ~<;t Wilbur E. Foltz, Co-Execu Subscribed and sworn to by MARK E. FOLTZ nnd WILBUR E. FOLTZ, before me this /0 ~day of mO-';j_' 1995. ~~'- k,/!1(lL'-' Notarial Seal ~~~da K. KleIn, Notary Public ~nsburg, PA Cum6elland County Mycomrr/ssion Ex re8 Au~st 15, 1996 10 MARK. WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ 120 EAST KIND STREET - SHIPPENSOURO, PA 17251.13"7 "'. "'~'/' "'1-'. " ',' "n, : , ~' , " ~.~ _.,1.;: .' . ~"i' '", !, 'I . :"?:1i~<:j{Yiif~r~::. -":.r',:'-;'<-" ,". _1: "-'- '., , . ~~t'.<""-:=':._. .~~~:;:::d::~n":~:;~,~ .... .'- , .,' " " ~~ " ':.~ :':'-"\'\i ".i 'f -:. .' ..... (717) 5JZ0655Z e -, ~"' ~:_j~'_~-~-:;..:JS ..~~::- .:~. -. ~ fl". :Vv~ ;'''1 ~!-A-i {l'>j ,f J '~'~""~' i1'{, ,!n' .:t!-J-~i" t'_:~"" i:.;/' l~il - :t";..S;, i' ~, 'if' ~ W:l ~"lt'!' p. \fJ"'. ~. "t it),t- ~"1 ~j,'50! '2':\\!,.. ,~~~ ~~ ;~ ~" ~N :~' '.1i--: i' ,,/ ~ :;.)~ t;i i .. . IN RE: ESTATE OF MARY E. FOLTZ, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ESTATE NUMBER 2194-0908 CERTIFICATION OF NOTICE UNDER RUl.E 5.6(11) Name of Decedent: Mary E. Foltz Date of Death: September 18, 1994 Will No. 2194-0908 To the Register: I certifY that notice of be nefieia I interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following benefieiaries of the above-captioned estate on October 28,1994: Mark E. Foltz 361 Philadelphia Avenue Chambersburg, PA 17201 Children ofWnlter R. Foltz. deeeasecj Nancy L.McCullough 105 Red Shed Road Shippensburg, PA ] 7257 :~ 1: i I Betty M. Russell 58 West Main Street Newville, PA 17241 Bary L. Foltz 1524 Walnut Bottom Road Newville, PA 1724] " ,:11 Wilbur E. Foltz 8570 Pinevllle Road Shippensburg, PA 17257 JelTery L. Foltz 105 Red Shed Road Shippensburg, PA 17257 Grace E. Chamberlin 228 Springfield Road Shippensburg, PA 17257 ....- . ;,' ~.- John E. Foltz 470 Crains Gap Road Carlisle, PA 17013 Gladys F. HelTelfinger 655 Herr's Ridge Road Gettysburg. P A 17325 MARK. WEIGLE AND PERKINS - ATTDRNEVS AT LAW _ "0 EAST KINO STREET _ SlftPPENSDURO, PA. 17'57 @ , -<1"""............-."'0 .. Notice hns now been given to nil persons entitled thereto under rule 5.6(n) exee t NO October 28, 1994 q.r Igle, Esquire Address: MARK, WEIGLE AND PERKINS 126 Enst King Street Shlppensburg, PA 17257 Telephone: (717) 532.7388 Cnpnclty: _Personnl Representntive ---X...Counsel for Personnl Representntlve MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 126 EA5T KING STREET - SHIPPENSDURG. PA. '7287 -"-',.- ----......". ...... 1,,~.~ ,.' ,---- (; REGISTER OF WILLS. C\lHBERI.AND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Nary E. ~'oltz Date of Death: 9-18-94 Will No. 21-94-908 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 e~tate: 1. State whether administration of the estate is complete: Yes X 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 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 w th the Cerk of the Orphans' Court and y be attached to this e~ort Date: 5-/0-9s ";:t -:::0;( - '0'-,\ n .~'! .~1 a.: co " ...- ~~ ,:,) .. , >- '0= tJ ;.C ., -', n l~.\ \'.' ~ E llJa.; c: .!!!::> Up Jerry A. Weigle, Esquire Name (Please type or prin ) MARK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717 I 532-7388 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAHlrmf/AM3) .~ ------ I REGISTIlR 01' WlI.I.S, CUHIIERI.AND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Hary E. ~'oltz Date of Death: 9-18-94 Will No. 2194-908 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 9-18-95 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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this repo Date: 1-('7~9~ Je ry A. Weig e, gsquire Name (Please type or MARK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) ;j 1 ..., t:~ - R Olll 0\ 8 . ~~ 0=:, _",8 fa;J;O, 0 I~ '0 1;)'0 ' ,.., .0 ,-.- .-~ "0-:>> ~ fil 'W1Jj '. C '0 f1.u ~~ ,~ ~.o ud 'a: .,,,