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Home My WebLink About94-01044 / IJETITION leOR IJROUATJ<: un~ GRANT ()It' LETTERS c:;( I ~ '1l(~.- jPJ/~_.... No. To: I::WI/e of .Hobor! H. Hchwllrtz al.HI known as. .._....._ .. . .. J{e~i'IN of Wills for the .... ........ ...._... . . ., /Ien'au't!. COIIIIIV of . Cumb.cr1amL..... 111 Ihe Sodal SI'earl/y No. W8-37.-68()). COlll11iOIlWellllh 01' l'ellllsylvlIlIllI The pel it 1011 of the IIl1delsiglled n:,pec'lfllll~' I~ple,elll' 1111I1: Your pelllloller(s), who ii/me IH yellr, olll~e or oldellllllhe e,xeelllor lIot IIl1l1led IlIlhe 111.11 will of Ihc'lIhove deel'delll, dilled Octl>bcr 20 . ... '('" ..' . .._...,19.8.9.-_ Jlll'4:~~lWIll4 .NameH Executor In Carol flllrllno \oiho hun Ilyd...R."'-\llll.C.J.I!~!on. ..__.._n._... l'etiqol1er I H mother of Tln\othy!t, Sr.hwIJrtz.~..J:llq!!!!!~..At__!i.~.hwl1rtz who are the bcnllflccrl.eH of the cHtllte. ThomllH A, Hchwllrtz IH II =-~:=::".~:~:=::~Jnfm;r.'I:1mQthY K,' Schwn rt l\ l~. illl(1li\lii:..i~lli~li.lllti\Llii~iLa.j{enunc ill t ion. (~Illlc rdc\'i1ll1 dll:llnhlilll(~'\, qt. fClllludalioll. Ill-,ull 01 ~'\l'l.:lJItll, etc.) llee~lIdellt WIlS domiciled III delllh in.. Cumhcrll1ll<I..... ... .....__.__ Coullly, l'ellnsylvlIlIllI, with h.19____._.III'.1 fllllllly or prlnciplll re,ldellee III If 14 .Hcfft .l'cllll..Btrc.c.t 1....Qn.rllil.c......fA--._ ___.___..____4._______....... --- . - ~- --. (II\l ~lIl'l'l, 111llllhl'l IInll IIII111dpillil~') Ileeendelll, Ihell. ...58..... year, of IIge, died. .Novcmbcr.!L__ _.._n______, 19_!liL_, IIt...Eaat-1!e.nnllhoro.. Town!lhip, . Cumbarlunu..County.,__l'A...______________________' Except liS follows, deeedenl did lIot marry, WII' 1I01 divorced IInd did nOI hllve II child born or IIdopled after exeeullon of the will offered for prohale'l was 1I01lhe vielim of a killing and wns never adjudlellled Incompetent: ...!l.'l,c_e.d.e.n_t.was.dlvorce< fr()m 1~~tgio_l)lJ.r__~ubfl..e<1l!.ent to execution .1 I of tha IWill, , I ' I I II Deeenuental l ealh owael properlY Will esllllllllel va ues as 1'0 ows: (If domiciled In I'll,) All pmonlllplllperly $ __19-, 000.00 (If not domiciled In I'a,) I'ersoaal properlY ia I'ellllsylvallill $ (IF nol domiciled In I'a,) l'ersollalproperlY III ('olllllY $. Vulue of relll estllte ill I'cnllsylvllnill $ 150.000.00 shUllted 11.1 follc,w,: _....4.1/1 !{el!t .l'el1l1.S.t.,r,e.e.t....__Gar )Jsle ._.l'.A..']nd __._m___nn__. __ 4.ZJI__Ore.enr Ldge. Rand In.Cn9.tlllllhnn\lQfu...fA.. -------_._---~- ... .-_. .----- -- .......-. ..---.--.----.-------..------ WHEREFORE, pelilloner(,) respeelfully requell(s) Ihe prohllle of the lust will IInd eodlell(s) presenled herewith IInd Ihe grant of leller'..te..s_t.._mlJl1E-'~!L.______ (IC,lllll1Clllllry; adlllllll~l(llllnll c,l,a.; lIdrnlnl'lflulon d.h,n.c.l.o.) theron, t ,,~ '0' eeE' o ,,0 o'~ "'u -::.. ll'" 30 [ Iii ~~:~--~:: ._flmiJ,y...J,.....fil'.hwnr t z ...J.U8...RedWlllld.Jll:iYL_ __.CarlLili.....l~~p 013 ___~2.5./f..::aflK~ -.---.-----.-.------------.-..-- .------. o .:._-::;;:::..=-;-::_..~_:-- '-,:.~: :.,,:.~;,_~c:;_;-:~.::::_.~=::::_:__~_;:___=.=.::====___=. OATH OF PERSONAL REPRESENTATIVE COMMONWEAI:n1 0.. 1.'ENNSnV ANIA } HS COUNTY 0.. -..J:~tiB.ER~!\~____.______u__ L L The petilioner(s) ahove.numed swear(') III affirm(s) Ihal Ihe statements Inlhe foregoing petlllonllre true IIl1d eorreeltolhe he,t of Ihe ~nowledge and helieI' of pelilioller(s) IInd tbllllls personlll represcn- IlItive(s) of Ihe IIhove deeedeul pelllioner(,) will\\'ell umltrllly IIdmlnisler the Coil lite IIceordlllg 10 law, Sworn 10 <~r uffin%lf~ ami ,uhserihed L"J! ,.e(. .-'.~--- ~ beFore lIle Ihls ._. .... day 01 ~.~ "7.m...----------- ~ .2Z~~~jIL~,[,~ i ~,<iC~JltMl ",z~i: ...:.:u~.::~.-~~====~ ~ _ r &APY C. LEWIS Reg;'I!(', (.. {j. .....--.-.-..---.-...------.--. B: J~-.3-I.;v ~. ~ .~ \j ," , , '. '...... " , , lfll1!.! , . I,' ROBIRT H. SCHWARTZ of 414 West Penn Street, Cu1i11e, Cumb.r1and County, Pennsylvania declare this to be my 1a.t will and revoke any will pr,viou.ly made by me. ITSH ONII I direct that all my debts and funeral expen.e., including my gravemarker .hall be paid from my residuary ..tate a. .oon a. practicable after my deoea.e a. a part of the expen.e of the administration of my estate. ITSM TWO: I specifically devise my real estate loc4ted at 4231 Greenridge Road, Borough of Castle Shannon, Pittsburg, Penn.Ylvania to my two sons, TIMOTHY R. SCHWARTZ and THOMAS A. SCIIWARTZ, share and sharo alike per stirpes. ITSM THRIE: I give, devise and bequeath the rest, re.idue and remainder of my estate to my two sons, TIMOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, share and share alike per .tirpe.. ITSM FOUR: I appoint CAROL MARANO Executrix of this my la.t w111. ITSM FIVI: I appoint CAROL MARANO guardian of any property which pa..eD to any person under the age of 21 year. and with re.pect to which I am authorized to appoint a guardian and have not otherwi.e .pecifical1y done so. Said guardian .ha11 have the power to u.e income from time to time for the beneficiary's education, support and welfare without regard to hil or her parent'. IIbiH ty to provide fox' .uch education, .upport or welfare, or to make payment for the.e purpo.e., without further re.pon.ibility, to the beneficiary or to the beneficiary'. parent. or to any per.on taking care of the beneficiary. Said guardian .hall administer the .eparate and equal .hare of each beneficiary until he or .he become. 21 year. of age, at which time the .hare of each beneficiary remaining in the guardian.hip account .hall be paid to .aid beneficiary in full. In the event of the death of any beneficiary after my decea.o and prior to reaching the age of 21 year., his or her share shall be distributed equally to the surviving children or child to be admini.tered in accordance with this guardianship provision. ITSK SIX: All estate, inheritance, .uccession and other taxe., impo.ed or payable by rea.on of my death, and inter..t and pen.lties thereon, with respect to all property compri.ing my gross e.t.te for t.x purpo.e., whether or not such property p..... under this will, shall be paid out of the principal of reimbursement. ITIM SIVIN: I direct that my per.onal repre.entative or guardian .h.11 not be required to give bond for the f.ithful performance of their duties in any jurisdiction. ITIM lIGHT: In addition to the rights and powers given to the fiduciaries by law or elaewhere in this will, I give to my Ixecutor during the full time necessary and for the .. , . , '. . II a~ini.tration of .y ..tate the following right. .nd power. to b. .x.rci.. in hi. .cl. di.~r.tion. A. To r.tain any r.el or p.rlon.l prop.rty which m.y .t any ti.. for. . p.rt of my ..tate .0 long .1 h. or .h, d..m. it advh.ble. B. To inv..t in .ny re.l or p.r.on.l property without r..triction. to l.g.l inv..tm.nt.. C. To rep.ir, alter, improve or 1.... tor .ny p.riod of time any r..l or p.r.onal prop.rty .nd to give option. tor le..... D. To ..11 .t public or privete ..le, tor c'lh or cr.dit, wi th or without ..curity, to .xch.nge or to p.rt! tion r.1l or per.on.l property, .nd to give options for 1...... I. To m.ke di.tribution in kind. r. To compromi.. cl.im.. IN WITNISS WHBRBor, I h.v. h.r.unto set my h.nd thil do~~ay of ~Q-I-. f'18''1 ' 1989. SIGNS.(l,....f.t...;. H, 4~- ROIIRT H. SCHWARTZ Tha pr.c.ding in.trum.nt, con.i.ting of thi. .nd 2 oth.r tyP.writt.n pag.. .a~h id.ntitied by the .ignatur. of the t..tator w.. on the d.y .nddat. th.r.of .ign.d, publi.h.d and declar.d by the t..tator th.r.in nam.d .. and for hi. la.t will, in the pr...nc. of u., who at his requ..t, in hi. pr...nc. and in the pr...nc. of ..ch oth.r havs .ub.crib.d our nail... ~. /2~~ COMMOHWBALTH or PIHNSYLVAHIA SS COUN'l'Y or CUMlIRLAHD . W. C~"'tci',.(.. \00 C. H..~..I-{.,"\ and G ,.,.s~ rib f\\. f? OoS ~-+ (; wi tn..... who.. n.m.. ar. .ign.d to the attach.d or for.going in.trum.nt b.ing duly qu.lifi.d .ccording to l.w, do d.~o.. .nd ..y th.t w. w.re pr...nt .nd .aw the t..tator .ign and execute the inatrum.nt .. hi. l..t will, that h. .ign.d willingly .nd .xecuted it a. hi. fr.. .nd volunt.ry act tor the purpo... th.rein .xpr....d' th.t e.ch of u. in the h..ring and light of the teat. tor lign.d the will .. witn.....: and th.t to the be.t of our knowl.dg., the t..tator wa. at the time 18 or more y..r. of ag., of .ound mind .nd under no con.tr.int ~~. ~m7 ~~~ Sworn .nd .ub.crib.d f-~ to b.fore m. thi.~~ d.y f O~+-~ 1989. -5 NOTARIAL SEAL MREN F. BYERS, NOTARY PUBLIC BORO OF CARLISLE, CUMBERLAND COUllTY MY COM MISS 1011 f.xPIRES MAnCil IB, 1991 ~ i, , , .. I !! I. :1 I "I ,., .. , Ji!j' . " ["'t" I , ,iJf " if I, I;' I ,I '.'\ ". , ,. I 'I' , , ,. ':1 , :1',"1 I ,. .1 ',", , f:':i ill') . !J'i'I' I " I " " '\ , , I', d , )I' " ,\ .~ , 'I ,I. , '( ~ .9, I " ," , .,..' ..., .,.. r~ ;J.r-4I'".. /" ~ "jP ", , rnL\'tjrt('iW~r," ttjfrJ.,t: 'li'i,' " '\~', 11'~" \: :' ;", ;"r,'ii~." f~tl~}'~lJ',fVMt%"i1t'~~nt/tl~'"ft1;\\t",<,!},(~i'l;Y1M..~t(l~l! :'IL'I., I' t J ,," '" \ " q I' , II ' , ' ~\It \,,;'l " .r.", ~ 'j t ; '~II~~IJ~f.('i~"f": " ,I. '", 'I" "1 >jJ,l" . ,,\'1 "/l;j)'l"'l.~' .It'11{(~'''1&\,jI'~J'; \'~ ,i, r.,.,rll~~ {)'JI'Ui' /I" '\1 'J, 'I \ (1 1.) II M\ 1'~i&"I' jft'rl',II{!J . ,~l~~V1(.~8 J'i' 'a"~:a<-' '6~1~';,'(! :3}1' ~}:}~(lf~I\~~~~ 1~/\,/~l~ \ ,'l;, :"'~" ~~~;lr..~ "'I,L',~~1~1:,. 1~,iP\'1.\~~1 N"~' !}l'~"',>, .,' ",\.''',,' ';'~h.t f!~ \ "l,:,~"il~",~,"''t'I' ,W"~li'\\'i,hl" "I"tI~' \ ,':" ;'" ~",,"'M~VI" ITflI;pn'/ !":\.""'~""'" _ 1,~~/'~I'~',~,~~~'~~~A.~I~,i'Iq;.\::?i:i:' i'::;: i( ",.",',,, 11-1.1' .....',' ,,~~..' 'fl;l!" -,\h ,,' :,', . )1~~:~W!' i-j- ,1",J':lrl '~~':;;~IT~ I ,-,"-'~,IIll!~'~i' 1:(' I :\_,~\j,-,,~: }':;JJ'(~'.3~:-'_tll " " ,. "I ", " I , , j, " " " ,\ , , " , " I; .. , ", " " ,', " I ,. , "I , " '. \ " " I , '" I' "I " ,I, , I I , I , " ,,' " I, I, " ',I \. 'Ii," .', I' ,',J .., . " " " ,I' " l " I .. 'I' ,. " ." I, ' , , , , ji\, I, ,.~ , , , " 'I; "I " , ,. ',. j, ;'V'l' , , I ,. , " " " t-i , , , " , " I, i , , , , , ,Ii '1;1 , , I" Ii ", '\ ,., '1.1" '" , ,. .-,. I' " " ",i> , '," ',\ " 1 ",I. 'i' " ,. ;" ,," I, ",I' " "( , y . ;-"'j~,~~~.~~' J r - . -- '.- "j'; P},-t!" " I \ ,~ ; 'I " " ", ,. I. ,,'I' q, " ...,." .....~-~. . , '" ,} .JAit 1,.1 \ , ., , ti',,' ., . (\,~ l. ' ',1 , ",,'" ; " , ' ,i ~ \.,1 ::'I'~~J', ) 'I 1&,1:, \"'/ \I" I, \f~ . ,",r " 'I ~ 11".- "', "l)',{>\' ,. ," .",' , "''-'',.10'-'" '. ,.~ 'J ", " , .,' ,. ,I , , ~\- " : 'i ,", 'i', ... ! .( -- .,.,.,. ~- " \ .~ I. . I '" " ! I, " , " I;' I , . -, ESTATE 011' ROBERT H. SCHWARTZ - ESTl.TE SETTLEMENT AGR1lIEM1DNT THIS AGREEMENT, made this ~ day of ~~_ , 1997, between Timothy R. Sahwartz (Timothy), Thomas A. SlJiWirtz (Thomas) and Emily L. Saliwartz (Exeautrix) WI'l'NESSETH WHEREAS, Robert H. Sahwartz died on November 4, 1994; and WHEREAS, pursuant to the Will of Robert. H. Sahwartz dated Oatober 20, 1989, Carol Marano was appointed Exeautrix of the Estate for Robert H. Sahwartz; and WHEREAS, Carol Marano renounaed her right to aat as Exeautrix for the Estate of Robert H. Sahwartz; and WHEREAS, Letters Testamentary wera issued to Emily L. Sahwartz (Exeautrix) in the Estate of Robert H. Sahwartz by appropriate action of the Cumberland County Register of Wills at Doaket H 21- 94-1044; and WHEREAS, the Exeautrix has filed an Inheritanae Tax Return with the Pennsyl vania Department of Revenue in the Estate of Robert H. Schwartz, said return being attaahed hereto and marked Exhib.it "A" and said return being acaepted as filed by the Pennsylvania Department of Revenue; and WHEREAS, at the request of Timothy and Thomas, the Exeautrix spld the real estate owned by Robert H. Sahwartz (Deaedent) at 4231 Greenridge Road, Castle Shannon, Pittsburgh, with the proaeeds of said sale being held as an estate asset and distributed to the two benefiaiaries, Timothy and Thomas; and WHEREAS, pursuant to Item 3 of the Will of the Deaedent, Timothy and Thomas were the primary and sole beneficiaries of the Deaedent and Timothy and Thomas would share equally in the Deaedent' s estate; and WHER!~S, contemporaneous with the signing of this Estate Settlement Agreement, the Exeoutrix has conveyed to Timothy and Thomas real estate owned by the Deaedent at time of death and loaated at 414 West Penn Street, Carlisle, Cumberland County, Pennsylvania; and WHEREAS, the Executrix has paid all outstanding bills owing on the administration of the estate of the Decedent exaept for an obligation owing to the law firm of Broujos & Gilroy, P.C. for purposes of attorney fees and aosts advanaed in aonneation with the estate administration; and '\, WHEREAS, all parties to this Agreement desire that the administration of the Estate of Robert /I. Schwartz be terminated wi thout the expense or delay of a court accounting and the parties are willing to enter into this Estate Settlement Agreement in order to expedite the conclusion of the estate. NOW THEREFORE, the parties in consideration of their mutual covenants herein expressed and intend.ing to be legally bound hereby agree as followsl 1. All parties to this Agreement hereby waive the filing of a formal accounting and schedule of distribution ,in the Estate of Robert /I. Schwartz. 2. Timothy R. Schwartz and Thomas A. Schwartz acknowledge receipt of the real eata te owned by the Decedent and which was located at 414 Ivest Penn Street, Carlisle, Pennsylvania, said conveyance being done by a deed from the Executrix into Timothy and Thomas' name. 3. Thomas and Timothy hereby acknowledge that the Executrix has shared with them all of the disbursements and accountings of the Estate of the Decedent and have made all records available to them for purposes of determining an insuring that appropriate mon.ies have been paid to Thomas and Timothy in connection with the administration of the Estate of the Decedent. 4. The parties agree that the law firm of Broujos & Gilroy shall be paid their fees, which include costs advanced. 5. The parti,es agree that, upon the payment of the final outstanding bills of the Estate, the Executrix shall disburse any remaining monies ill the Estate equally between Timothy and Thomas which disbursement shall be considered the final disbursement of the assets of the Estate of the Decedent. 6. All parties to this Agreement agree to refund the Estate of Robert II. Schwartz any portion of any distribution to which said beneficiary is not properly entitled, and to the extent of said distribution, to indemnify the Executrix of the Estate from any claims and to reimburse her from any expenses and costs in connection with such claims. 7. All parties to this Agreement hereby release Emily L. Schwartz, Executrix of the Estate of Robert /I. Schwartz, from all liabilities, whether due to her negligence or otherwise, by which she may hilve by reason of her administration of said Estate. IIV.IlIIO IX. II '''II I ~I~ II z o i z o ~ S ~ ~ ~~ COMMONwlAlIK '" P1"NIYLVANIA OIPAI MINI 01 I VINUI om. 21060 HA..,IIUIO, PA I7121460I ~AA1IILA". fllll. A SCHWARTZ, ROB~:RT H, INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) rn It~,~ D1ATH Am. 12/21191 CHICK HIli POvIRn ClIDIT II CLAIMID 0 'IU NUMI.. 21 COUN'IV COOE NT'S (OMPUl( AOD~n' 414 Weut Penn Streot Corliale, I'A 17013 UIIlY NUMIII 206-32-6803 119 " O,lglnol Rllu,n o A, UmH.d E,'a', _r;11 ~'40;~l:~12~/;I~H o 2, Suppltmtn'al R.tu,n o Ao, Futu,1 Inll'lIl Comp,oml... (10' dol.. of dloth oftor 12.12.821 o 7, Dludlnl Molnloln.d 0 living 1',.11 AHoch co of T,ull ---- 94 1044 Cumberland ~- .t!IJ.I.!\!.E.~ HUBERT X. GILROY, ESQUIR~: -- o 3, Rlmalndor Rllum (10< dot.. 01 doalh p,'or 1012.13.82) o 5. Fodorol E1lo'. To. R.'urn Required _ 8, Tolol Number of Sol. D,poIII Bo... 717 ~43-4574 BROUJOS, GILROY & 1I0USTON, 4 NOI!TII HANOVER STREET CARI,ISLE I PA 17013 1. R.olE,'a'l(Schldul.A) 111149,500.00 2, SIO(~' and Bond. (Schldul. BI ( 2) 3. Clollly H.ld SIO(k1Po~.."hlp Inloro,' (Schldull C) (31 A, Mo~gogll and Naill R.c.lvobl. (Sch.dull 01 ( AI 5. Co,h, Bank D.po.II' & Mllc.llanoou. P."onol Propl~Y( 51 IScnldul. EI 6. Jolnlly Owntd Prop.~y (Sch.dul. FI 7. T,a..f.r. (Sch.dul. G) (Sch.dul.lI 8, To'ol G'OIl A'"1.I'olallln.. 1.7) 9, Funo,ol E.ptnll', Admlnlll,ollv. COli', MI.c.llonoou, (91 23. 380. 79 E"P'n..' (Scho<lul. HI 10, D.bt" Mo~gog. UobllJtllI, U... ISchedulll) 110) 63,141.72 11. Totol D.ductlonl (Iololllnll 9 & 10) 12, Nil Valul of E1tot. (II.. 8 mlnu.lln. 11) 13, Cho,ltabl. ond Govornm.ntol BeqUllh (Sch.dul. J) lA, N.I Valu. Sub oct 10 To. (IIn. 1~ mlnu,lIn. 13) 15. Amounl olllno j A lo.abl. 01 6% ral. (Indud. volUII from Sch.dul. K 0' S,h.dul. M,) 16, Amount ollino 1A 10' obi. 01 15% ro'. (Includ. volUII f,om S,h.dul. K 0' S,h.dul. M,) 17, Prlndpal to. duo (Add to. f,om Ii.. 15 ond I,om lin. 16,1 18, Crodlll Spou,al Pav.~y Crodll t'lcgcf8y,~~nl' 2~g~a84t - + . . + .- 19, 1111.. 18 I, groalll than II.. 17., On1l1lho difforonco on II.. 19. Thh h tho OVIRPAYMENT, 110 20, If IInl 17" groatlllhan IIno 18, ontlllho dlH.ron<o on II.. 20, Thl, 10 tho TAX DUE, A, Enlorth. Inlorlll an Ih. balan" duo an lino 20A. B. Enllllh. 10101 0111.. 20 and 2DA an llno 20B, Thl, 10 Ih. BALANCE DUE, Mo~o ChICk "ayablo 1., Rogllt" of Willi, Agont ( 61 (7) 28,582.08 1,678.32 P.C. ( 81 179,260.40 (15) 92.737.89 (16) Inl.'II' CI.I'(" '111(' If yOu CIII' fL'ClUI'~llOrr (I fl'luncl 01 youI OVI"rUvOll'f11. (11)~~1 (12) 92,737.89 (13) (1 A) _ 92,737.89 K ,06 II 5. 56 it., 27 K ,15 II (17) _~,564.27 4,736.84 (18) (19) _. ,'.r.'-'___ (201 (20A) (20B) 827.43 827.43 I Undor ptna III of ",'Iury, I dodaro that I hove ..omlnod ~lll "'urn, Ind. lag a<<ompanrlng ochO uM' and ,lol./Mnll, and to tht bill of my knowledg. ond .Iitl, It II lrue, con.(f and Compl.lt. I ckdar. lhat all rtol '1101. hat bMn r.ported alltul mathl valut. o.duralion of pr'par., olh., than the p.rtonal r.pr.Jtnlallv. Ii bo,.d on alllnlo,mallon of wI1l<h propall' ha. an~ ~nowl.dg., \lliNAlUII 0' mlON IllI'ONIIIII '01 "UNO I!lUI AOOIIll 1mI .- EXHIBIT V)r~iOlH1:!;IIIlNIA"V~;lIJJ A. I I____A.. _ gr(r'.r- ....UOllh p~ .. C~'~lVlIrNIA "'ME ~F SCHWARTZ, ROBERT II. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.a.. Print or T . 21 94 1044 ~ Iolft". ow..4 wttII .... _"'" 01 S-1wniI'" ...., lie 41..1e..4 ... "1104'" '1 N~U:IR DESCRIPTION 1. Tax Refund 2. Medical Insurance Payments 3. Pasabook Savings (York FederaL) 4. Statement Sav"ga (York Federal) 5. Checking Account (York Federal) 6. Mutual Fund - Prudential 7. Savings Bond 8. IRA - Prudential YAWl AT DATI O' DIATH $ 1.072.00 $ i~ H63, 28 $ 700.00 $16,153.17 $ 1,815.77 $ 4,383.00 $ 34. 68 $ 8.660.18 ,'I. ,,. " j', \\, 1. I , " '"' ,I I, I' I'" , , ,.' , , , " ': .," \, " ." ,d ,,. , " \. I:, '!. , ,', ' , , "~'I ,. , ' ',;, "II, I, P',;, ,.t." ," , ' " \' .' (. " " , ,'" I' i,I,' .," J ", TOTAL 528,582.08 , '- '''"ach .ddlll...I..... M 11" ,hNl' K .....\fl... j. netdtd,1 "~_1I1111"'- * tOMMONWIAlIH 01 PlHHIYlYAHIA IHHIlIlAHCITAll IIIUIH 1II10lH10IClOIHl SCHEDULE F JOINTLY-OWNED PROPERTY ISTAU 0' SCIIWARTZ, ROBERT II. I PILE NUMBER 21 94 1044 Jelnt 'enen'I_11 NAMI ADDnss RILATIONSHIP TO DICEDltlT A. Carol Marano Sister e. C. Jelntly..wnecl ,..pollY' - . ITEM LmlR 'DAU JSlnT TOTAL VALUE DECD'S DOLL~ VALUE 0' NUMBII MADE DESCRIPTION 0' PROPIRTY Of ASSET %INT, DECID~ T'S INTlRm TINANT JOINT 1, A 1990 Checking ~ccount 3.356.65 50% $ 1,678.32 , I. --~. ,. TOTAL (Allo Inler on IInl 6. RlcopllulaIlon) S 1,678.32 - (1/ marl _pacI I. n..dld Inllrl addition a' sh.." a' .aml 1111) .,\lISIlUt'"", mm ~~ COMMOHWIAlIH 01 P1HHIYI....HI4 IHHllllANCl we InUIH IUIDtHT DICIDIHI SCHEDULE H ~ FUNERAL EXPENSES, ADMINISTRATIVE com AND MISCELLANEOUS EXPENSES Pl.... Print" T SCHWARTZ, ROBERT II. 21 94 1044 ITEM NUMBER A. Funeral E.,.n"I' B. ,(, C, 1, 2. 3. 4. 5. 6. 7. 8, DESCRIPTION AMOUNT 1. Ewing Brothers , 5,192.00 2. John SlaterrllunerU Home , 2,668.00 3. Georgs's Flowers , 68.90 4. Lunch & Priest , 159.89 1. AdmlnlltlQtlVl COItII "-nonol R'p,,"ntallvw CamnllulaM 185 _ 38 - 7683 , 8,000.00 Sodol SlCurlty Number af P.r.anal R.prll.nlallvwl V.or Comml..lan. paid 1995 A"arnoy "". Broujos ,Gilroy & lIouston, P.C. , 5,000.00 Family Eumpllan Timothy R. Schwartz Clolmanl Thomas A. Schwartz R.lallanlhlp Children , 2,000.CJO Add,... af Claimant al d.e.d.nt'. d.ath SI"", Add"u 414 West Penn Street City --; Carlisle, _Slat. PA Zip Cad. 17013 2. 3, Probol. "". MIIC.UonIOUI Expon..., Register of Wills - Filing Fee , 271.00, 6.00 15.00 Register of Wills - Short Certificates Register of Wills - Tax Return ,. TOTAL (AI.a .nt.r on II", 9, Recapltulollon) $ 23,380. 79 (If mo,. Ipac. I. n"d.d, In.." additional ,,,"II of 10m. ,b...1 "'UIll" V"" * COMMDNWlAGH 0' HHNtfNlHlA IH"UII4HCI WllnUIN ......Nt "(UMlNt SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTlES AND LIENS PI.a.. Prln' or T . PILI NUMBEIl 21 94 1044 ISlA I Of SCHWARTZ, ROBERT H. ITIM blSCIIMION AMOUNT NUMBII I, Coat:.o~ sale of Pittsburgh Property (see attsched IlUD-I) $ 10,513.43 2. Movtgage on 414 West Penn Street, Carlisle, PA $ 40,099.53 - York Federal Savings & I.oan 3. Costa to maintain Pittsburgh Property (see attached list) $ 4,066.22 .. 4. Mitchell Gelbaugh - home appraisel $ . 100.00 5. Medical bills paid (see sttached list) $ 4,484.50 6. Miscellaneous bills (see attached list) 3,878.04 ." ". . " ,. , , ,,(I . " , " ;,;, " " ,. , , " TOTAL lAho ""If on IInl 10, Rocopllulollon) I" 010,. .paco /. _did, 'Nlrt a~di"anol .,,"It 0' .aml 11.1.) $63,141.72 ',-,......'..! . ~:. r ~"""'" .... " , 'I,' " Modical Bl11s Pdd University Physioians University Physicians Wliversity Hospital Holy Spirit Hospital Carlisle Hospital Cumberland Ambulance Carlisle Community Ambulance Bronstein , Jeffries Carlisle Community Ambulance University Physicians Emergency Medical Services 'I' /, . i ,. I , 1-, , .. . ',1 " /, ". " i ". , , , " " "j, .' '.. " , , ;" " i'i' ,,' , ' ;,/0 ,-" " I' , , " ,. " '. '\ ii "j '.. .' i' ,:. ,(,' ,-.1 ,,' "t I}, " I" " 'oil ";1' , , i, " , ,I! 1',-; 'i ,'II ',1 .01 " ',\ \1', , " " ;" I, ':: ,', ',I, , Total " " ,r;i " " " " " , " iI', $ 170.00 $ 238.00 $1 ,008 .00 $ 296.00 $ 95.00 $1,090.50 $ 400.00 $ 468.00 $315.00 $ 62.00 $ 342.00 $1,484.50 " ;, " i'" , , ,J, ;' "~I I' 1,li '" q d' 11 I I (-!. J '.. " " ii" " 07-26-1995 05: WPI'/ W,TURJ' III (HEV,' 4Gb 9210 P,03 A, Settlement Statement , , v,s. Department or HOll.!lne And Urb.n Development OMS No. :lJ0200261 II., TvDe or Loan LC PilI. 1, C ',"1M 1. CConv, Unhu, 6, Plio NumMI 7. ~"INurnbl:t 6, MO~J"~o IMltlnco Cu. Numboc 4,0 V^ I. ~ Cony, II", TSl641 WII'I7-eL 0021110101 C, NOTH: Thl,lbnn " tum/.h'" 10 ~Ivo 7011 a "'Iemelll of 100UlI 1<<II""onll>>lII, Amounll p,lld 10 Ind by 110. I<Ulllnanl "i",,1 a", ,hown, 110"" I""~cd '(p,o.o,)' WC<<l pold ouUldllha olollnJ; (h.y art ,ho,," hOlo for Infotmllionol pu'!"'...' 'I,d I", nol Includld In OIalolAll, / D.N OWER: S, N Al'/' ,7 F SE1.1.BI\: F, N P 1.6NDBR: , ThODlU IJ, Wctul and NIlIICY A, Wetzel Bmlly SchWIfI%, Executrix or the Bstate or MIllO Plnloelll Srv. dbl Robert Schwartz,DeeeMc~ MOI\II',o Nct"OI~ corp, LBNOBR'S ADDRBSS: I "0 Oroonlc<l<> Rood WBR'S ADDRESS: SELLER'S ADDRESS: Pil"hurCh, P^ I mo llllM.ySlrtOt , pnTSDU~aH, M I$m : H, SBiI'LBMrmT AGBNT: : KEYSTONB CLOSING SBRVlCBS ,0, PROPBRTY l.OCATlON: PLACS OP SB'ITLEMSNT: PIO ORl!llN11U!S P,ClAD , 4:lJl ONwidlol\nld Koy'Ionl Clo.l", SlY", rmsDURon, PI. ImO 1 PnTSSUP,OIl, P^ U2l4 9100100111100 1\00d prmnUROU, P^ 1$210 ~ l. SETTLBMBNT DATE: rn/Z6/95 J. S : OJ!' )W.KR.'S TRA AC1'I()N I{~ ~ ( LL"K'I) 'X'MNSALT1uN 100, OROSS AMOUNT llUB PROM nORl OWDl\ 400, OROSS AMOUNT DUB TO SaLLCR 101. COlllracl"l.. orloo - /,0 . ~M;-O\ 401. Conlraclnl.. nrlro 69.500, 102. PCIIOtlI) 010_' ~01, PlUon,l oroo.~v 103, SlIUunll\l ellll.OIlo bo""wlI OIna I~OO\ 3 110,50 40), 104, 40( 101, ~Ol, ^ A~I"wncnlllOr IIt11\l olld by ..Uor In ,d..noo MIUlunonu for it.m" o.ld bv .ollor In Id..n", 1106. CllfNown IlIX.. rn/26/95 to 12131/95 229,33 406. CII,nown IlIXIJ rn 126195 to 12131/95 229.33 107. COUnl' IIX.. 07/26/95 ill 12/31/95 182,88 A01, C~UIllY uxo' 07/26195 10 12/31195 182,8A 108, A'""mlnlA 10 lOX. A"Ullnlnll In 101, Schcool rn/26/95ill 12/31/95 647,36 40P, Sohool 07/26195 10 12/31195 647,36 110, 410, Ill, ~II, 112, 412, 120, OROSS AMOUNT DUll PROM >>OIlJ\OWU ~ 73,670,07 410, OROSS AMOUNT DUll TO SIlLUlll. ~ 70,m.57 .200, AMOUNTll IllY Oll. IN 8tHAU' OP 1l0l\l\OWPJ\ 100, Rl!1lUC110NS IN AMOUNT DUB TO SIlLUlR 201, D,,"rll or "",,,Ii ~no" 100/\ :(~ 101. nXCOII dooo.1I (I.. 1001l\l,donl) 202, PtIftO)',llmconl orl\<lw 10Inl.\ - 66 000:0< 102, SoIUamOllIoh".o,In .01101 nino IAool -7.S13,43 20), 1!xl1l1..IOIn(,\ liken ",bleC\ 10 10J, n'lrtln" lo,n,a\ IAton ",bl"" 10 . 10~, 1',yolT nr n"1 monuDo In.n 104, 'i ; 20S, 101, r,yo(l of 'CCOM mon'"ololll r. "' , , 204, 106, " 107, lOT, INIH!RITANCC 'fAX r.\C~OW 4,170,()( 201, 10!, Amounl or O,no.1I ~",In'" bY n,ok., 1.000.OC 200, 109, :roPI CLOSINO com CRBDIT 2000,00 109. CLOSINO COSTS CRCOIT 2.000, Q( 201b 1091> AdIUl\JnOnlJ fa' 1t.1lU uno,ld b, ..1101 - Adhulmonll ro, II".. unnlld h, ,ollot 210, CII"IOWn lUll to ltO, CII"lown 11101 In , 211 Counl' IAt.. to III. Co""I' lAm I. m,AIJ'"lMnll ill lI2, ^"C11I1l,nU In ., 211. m, " ,I 214. lt~, " I' 211. l/l, '210,-." ...~.,. lI6, . ... '" ll7. M T!l f.jl:-'I'O lt7, SELLER IS RESl'a'lSIBLE ro 211, "'TT.T, lift, PAY FINl\L SEWAGE BILL 2IP. li9, . :no, TOTM, AMOUNTS PAlD ~ 6?,OOO,00 1lO, TOT^L REOUCnONS IN ~ 14,633,43 I BY OR IN DDUALI' 01' DOI\I\OWCP. /\MOUNT llUC SllLLCl\ i 00; CASH ^T Sll'rfUlMCNT PROMfTO DORIIOWPR 600, CASH AT RETll.BM2/IT 'l'J/l'ROM SEL ,a'OlllllWlnl duol'lom bO~WOf (IIno 1201 73 670,07 601. amll '",OUIII dualo III/or milt ~101 ?I ~~O~?1 102.1Ma IlllO\InlA .lld hyll\>r borro..or nln. 210\ I ( 69000,00 601, Le.. r<du~ln", In ..nounl duo IOlIot IlIn. 110\ 14 683,43 , lQJ, CASR III Plllm 01'0 nORROWER ~ 4,670,07 60), CASH filTo D P,om SELLER ~ 55,&76.14 PAOP-I 1IW,1 IM.I ~~'''' Ii_ 001.2 STOPPED ,y,' - ':"'':'-1 .' ;'~' L'~: \..1 ~. ; ,,',' ,..l. r',....,..:. .t,:, ". l' v,s, DDrAl\1MDNT ""/I0USlNO ANI> URBMl DIlVI!l..OI'MBNT Slm1.l!MUN'l' 5TAT!!M1lNT PAGB 2 l"old Prom Dorruwor', I'und. AI ScWcment DROKB O/" o/" Nfl .\ SUN VIPAl( . . NC Clom n 11732,'0 ,(; I ve,\lf I month !'IcllMnlh In nlh ...Im1.!!!.1!.nth 14.75 42,90 43, R7 34, f ! ... 1.0 o .. C l2- III o SDRVICI!S v INS Mo1'fl 6~. 69 500,00 , . erue S UJ.2. OWnerl. CO\ltl1l10 3 P.t.do~lImtntJ: 100/300 'Ill VICES RIlN ": ~ !. I I I 4.50' 4 50 o . 10 RDCORDDltALU!OlIUNY C't'\'. _ 10 KBVS.I2llI1~ v, 4 SZS, 78 37 8 --.-- I~OO, Tolal Settlement Chargt5 (11110' ~I\ linClIO), ~C(li"n J ,l1\llO1, ~ocilnl\ K) ~ 3,110,50 7,513.43 I "'vo """'l!vJovlewcd 11>0 IIVD. I S~i1emool 51.01<>_1 'rd I ~I~l J)ll c;,~,Ue2r ."d helle(, /1/1 II Irv. ,od ,'.""10 JI.Ilomol\l~,\~1 95 liW m'lIIl 0 on my ,ooounl 0' II oln UlI. 1I,"'''Cllon, 1'Ji'liIO,oonlry\mr I~,ovo ,?O?I'00' ""1'7 II IIOIIVI)'1 S<lIICloenl Sl.Ol"11C"I, ~ ) , -) .I _ Onrlllwo, ( )~~ ).L/Y-rIv..';ot ~/43,~,'H; SOUOI hu lIy !;chw.-"", P.lecutfll "r il\t PAtltICl nTltnhcf(~ch.....ru, f)ccn_od ! ~ Seller UorNwor rk"'~ ~ .aIUomen, Slllemo~ whleh 11IA'IO p~rUM I. a trv\ and ~c~\JlIlo ,~,ulllllr Ihl. tf1ln..,cl!lll\ I'le4 .'i'U;'lhll .omont. _ ~ctllcll1Clll ^PQIlI I hm "'"IOd 1110 1'J11\l.lu l>o dl,bu'lOd I. ,ocotd- D," WMNINOLIIl h, ,(hT\~ IndkMWln!lr !nr~.tOlll'sf",I,OI~CIU' I" IhQUUllod ,\~I'r nlllllll,', I" '''1 olher .I"il" n",", 1',,,'111.- urnll rollvlctlon..n In<ludo, ~J'lHnd Impr .onmtn I I nr cullt ,eo. '11 Ie a V,I. ",0l10,~tetJon 1001 andSc:a em 0 v. ~ . t ~ ~. .. " , ,. ~ X, ROBIRT H. SCHWARTZ of 414 Welt Penn Strelt/ Carlilll/ Cumblrland Count~, Plnnlylvania declare thil to be my lalt will and revoke any will previoully mlde by me. XTI" ONII I dirlct that all my dlbtl and funeral Ixpenlll/ including my gravlmarker ~hall bl paid from my reliduary I.tate al loon al practicable after my deceale as a part of thl expen.e of the admini.tration of my e,tate. ITSH TWOI I Ipecifically devisl my rial Istate located at 4231 Oreenridgl Road, Borough of Caltll Shftnnon, Pittlburg, Plnnlylvania to my two lonl, TIHOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, Ihare and Ihare alikl per stirpel. ITIH THRIll I givl, dlVil1 and bequlath the rllt, rllidul and remainder of my eltatl to my two lonl, TIMOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, Ihare and Ihare alilll per .tirpI.. ITSH FOURI I appoint CAROL MARANO EXlcutrix of thil my last will. ITSH FIVII I appo~nt CAROL MARANO guardian of any property . which pal.el to any perl on under the age of 21 year. and with relpect ~o which I am authoriz~d to appoint a guardian and have not otherwile Ipecifical1y don. 10. Said guardian .hall have the power to u.e income ~rOln time to time for thl blnoficiarY'1 education, .upport and welfare without r.gard to hi. or her parent'l ability to provide for .uch education, lupport or welfare, or to make payment for the.. purpo.../ wi~hout furthlr re.ponsibi1ity, to the benlficiary or to the beneficiarY'1 parenti or to any perlon taking care of the beneficiary. Said guardian shall adminiltlr the Ilparat. and equal Ihar. of .ach beneficiary until he or she becomes 21 Ylarl of age, at which timl the .hare of la~h beneficiary remaining in the guardianlhip account Ihall be paid to said beneficiary in full, In thl event of thl dlath of any beneficiary aftlr my declall and prior to reaching the aal of 21 y.ars, his or hlr e~arl shall bl diltributed Iqua11y to thl lurviving childrln or child to bl adminiltered in accordance with thil guardianlhip provi.ion. ITIM SIXI All eltatl, inhlritancl, luccellion and othlr tax.., impoled or payab11 by real on of my death, and inter..t and p.naltie. therlon, with relplct to all property compri.ing my groll Iltate for tax purpOIIS, whlth.r or not luch proplrty pal.11 under this will, Ihall bl paid out of the principal of reimbursement. ITIM SIVINI I direct that my perlonal reprelentative or guardian shall not be required to give bond for the faithful performance of their dutiel in any jurisdiction. ITSM IIOHTI In addition to the rightl end power I given to the fiduciaries by law or ,llewherl in this will, I giVe to my Ixecutor during thl full time nlclllary and for the , " . " " admini.tration ot my e.tate the following rightl and powerl to be .xorci.e in hil .ole di.cretion. A. To retain any real or perlonal property which may at any time torm a part ot my ..t.t. .0 long a. h. or Ih. deem. it advbable . B. To invest in any real or perlonal property without raltrictionl to legal inve.tment.. C. To repair, alter, improve or lea.e tor any period ot time any real or perlonal property and to givo optionl tor lIa.e.. . D. To .ell at pubHc or private 1II1e, tor cuh or credit, with or without .ecurity, to exchange or to partition r.al or perlonal property, and to give optionl tor lea.e.. B. To make di.tribution in kind. r. To compromi.e claim.. IN WITNBSS WHBRROr, I have hereunto let my hand this ;o~ay ot (JfU-, fern ' 1989. SIGNBl],JlJd- H. L~ ROBBRT H. SCHWARTZ Th. prec.ding in.trum.nt, con.i.ting ot this and 2 oth.r typ."ritten pag.. uch id.ntified by the dgnatun ot the teltator "a. on the day and date thereot lign.d, publilh.d and d.clared by the t..tator ther~in named al and tor hi. la.t will, in the prelence ot u., who at hil requelt, in hi. . pre..nc. and in the pr...nc. ot each oth.r have .ub.c~ibed our namu. ~. J2 IMJ~ COMMONWEALTH or PBNNSYLVANIA ss COUNTY or CUHBBRLAND . w.C~"'~~,,~\o('. 14..'I.~~,\ and C'1'sI(('16 "". ~o.s~+(1 witn..... wbole name. are .igned to the attached or toregoing inltrument being duly qualitied according to law, do d,poI. and .ay that we w.re pre..nt and .aw the t'ltator .ign and .x.cute the inltrument al hi. la.t willI that he .ign.d willingly and execut.d it a. hi. tree and voluntary act tor the purpo..1 th.r.in .xprel.ed, that each ot u. in the .h.aring and .ight ot the teltator .igned the will al witn.....' and that to the belt ot our knowledge, the t'ltator WII at the Um. 18 or more yure ot ag., ot .ound mind and under no con.traint ~~ . . ~. ~"'~ Sworn and ,ub.cribed ~~ to b.tor.~~ thi.~~ day t ~~~~ 1989. . -g PUblic - NOI ARIAl SEAL KAREN F, BYERS, NOTMV PUBLIC BORO OF CARLISLE, CUMBERlANO COUNTY MV COMMISSIOfl EXPIRES MAnCH lB, 1881 I " ,., I ( i I ',l ., , i ',1 I " i "j" " l' I", 'I "I' " -\ .'-.. " " " ",i' " , , ,. .J'"'' ',1,: " ./ I "'r' ) -.- '"':....,.. '. '" ;', ,"~ ',' ',' ;~ .J' I" ..., \ ' II" , , '1,1 ~.- "'.".~ ....':- l , . ,. , 'I '.j. I:,' , ," .~ " , .I' ,'I',; , .. ,. ,. '.j' . . I' I, \ 1, " ,. ~...,,,....,",,,,"~If1.J'.~ rH' . ; ....h..,.....1 litH" ' , --' I". " , ~ " '10 . ,. .. f .' , " , , \ j I oJ'I i~\t ' ( " ,,. 'I' .\, I~'," '/" ""'~ l'l,', .! or, ' .f\'. :.,1, " . I I , .' ~ 1 '".f . ,~"- ~" .-" > I c,' . " 'tJ. ';. r .f .1'. '" ""',.f .,',1 -, ',. " :~, 1,.'\ .: '.~ " i ..;' ,) , , I i' , " ", I': \ ~, , . ,r .._...__A ~ - 1~ _ Ll, ..,~\. ! ' ESTATE OF ROBERT H. SCHWAR'I'Z ESTATE SETTLEMENT AGREEMEN'I' - -- THIS AGREEMENT, made Lhis _l!!- day of /11 c.U+- , 1997, between Timothy R. Schwartz (Timothy), Thomas A. soJ{Wiirtz (Thomas) and Emily L. Schwartz (Executrix) WITNESSETH WHEREAS, Robert H. Schwartz died on November 4, 1994; and WHEREAS, pursuant to the Will of Robert H. Schwartz dated October 20, 1989, Carol Marano was appointed Executrix of the Estate for Robert H. Schwartz; and WHEREAS, Carol Marano renounced her right to act as Bxecutrix for the Estate of Robert H. Schwartz; and WHEREAS, Letters Testamentary wlJre issued to Emily L. Schwartz (Exeoutrix) in the Estate of Robert H. Schwartz by appropriate action of the Cumberland County Register of Wills at Docket N 21- 94-1044; and WHEREAS, the Exeoutrix has filed an Inheritanoe Tax Return with the Pennsylvania Department of Revenue in the Estate of Robert H. Schwartz, said return being attached hereto and marked Exhibi t "A" and said return being accepted as filed by the Pennsylvania Department of Revenue; and WHEREAS, at the request of Timothy and Thomas, the Executrix sold the real estate owned by Robert H. Schwartz (Decedent) at 4231 Greenridge Road, Castle Shannon, pittsburgh, with the proceeds of said sale being held as an estate asset and distributed to the two beneficiaries, Timothy ~nd Thomas; and WHEREAS, pursuant to Item 3 of the Will of the Decedent, Timothy and Thomas were the primary and sole beneficiaries of the Decedent and Timothy and Thomas would share equally in the Decedent 's estate; and WHEREAS, contemporaneous with the signing of this Estate Settlement Agreement, the Executrix has conveyed to Timothy and Thomas real estate owned by the Decedent at time of death and locat~d at 414 West Penn Street, Carlisle, Cumberland County, Pennsylvania; and WHEREAS, the Executrix has paid all outstanding bills owing on the administration of the estate of the Decedent except for an obligation owing to the law firm of Broujos & Gilroy, P.C. for purposes of attorney fees and costs advanced in connection with the estate administration; and \. ,. WHEREAS, all parties to this Agreement desire that the administration of the Estate of Robert II. Schwartz be terminated without the expense or delay of a court accounting and the parties are willing to enter into this Estate Settlement Agreement in order to expedite the conclusion of the estate. NOW THEREFORE, the parties in consideration of their mutual covenants herein expressed and intending to be legally bound hereby agree as follows: 1. All parties to thls Agreement hereby waive the filing of a formal accounting and schedule of distribution in the Estate of Robert H. Schwartz. 2. Timothy R. Schwartz and Thomas A. Schwartz acknowledge receipt of the real estate owned by the Decedent and which was located at 414 West Penn Street, Carlisle, Pennsylvania, said conveyance being done by a deed from the Exeoutrix into Timothy and Thomas' name. 3. Thomas and Timothy hereby acknowledge that the Executrix has shared with them all of the disbursements and accountings of the Estate of the Decedent and have made all records available to them for purposes of determining an insuring that appropriate monies have been paid to Thomas and Timothy in connection with the administration of the Estate of the Decedent. 4. The parties agree that the law firm of Broujos ., Gilroy shall be paid their fees, which include costs advanoed. 5. The parties agree that, upon the payment of the final outstanding bills of the Estate, the Executrix shall disburse any remaining monies in the Estate equally botween Timothy and Thomas which disbursement shall be considered the final diobursement of the assets of the Estate of the Decedent. 6. All parties to this Agreement agree to refund the Estate of Robert II. Schwartz any portion of any distribution to which said beneficiary is not properly entitled, and to the extent of said distribution, to indemnify the Executrix of the Estate from any claims and to reimburse her from any expenses and costs in connection with such claims. 7. All parties to this Agreement hereby release Emily L. Schwartz, Executrix of the Estate of Robert II. Schwartz, from all liabilities, whether due to her negligence or otherwise, by which she may have by reason of her administration of said Estate. UV.I~1IO IX_ 11'-911 i ~ ll~ Ii ~~ 2 z o 3 E ~ )(~,~ ...'-'!WJ,.: COMMOHWI~\lH o"'"Hmv~NIA D"~. MINT 01. VINUI Dm,1106O H~UIIIU.O.'~ 17U16IOI INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) r.: 1:1M.'f..DlATH An.. '21~1/9' CHICK Hili POW I", CIIDIT I' CL\'MID 0 flU HUM'" 21 SCIIWARTZ, ROHERT II. COUNTY CciOE aO!Nl'S COM'UTE ADD.!U 414 West Penn Strect Carlisle. PA 17013 .....-.- 94 101,1, RiW;lUCU.11Y HUMI'. 208-32-6803 YE~R ~!lMm ClIlnbe r land o 3, R.malnd" Roturn ---- (far dol.. of dtath p,lo, 10 12.13.B21 o 5. Fed"a' Ellol. To. R.lu,n Required _ S, Talal Numbo, of ~af. DopoIIIBo,,, il)l:?/O""J:l'" "",., ~~ A. EXHIBIT I__A-___ l!J 1, Original Rolurn o 4. Umhed E,lal. ESQUIRE 243-4574 HROUJOS, GILROY & 1I0USTON, P,C, 4 NOKTII IIANOV~~R STREET CARLISLE, PA 17013 z o !: g ~ ~ 1. R.al Ellal. (~chldul. AI ( 11 149,500.00 2, ~IO(kl and BondI (~ch.dul. 81 I 21 . 3, Clollly H.ld ~IO(k1PaNno"hlp Interlll (Schodul. C) (31 A, MoNgagll and NaIll Recolvabl. (Sch.dul. 01 I AI 5, Ca.h, Sank D,pollt. & MhetllanooUl P."onol P,op.Nyl 51 (~",tdul. E) 6, Jolnlly Own.d P,ap.Ny (Schodulo fl I 61 7. T ran,fo" (~ch.dul. GIISch.dulo II ( 7) S, Tolal Grall AIIOII (Ialalllnll 1.7) 9, Funtra' Exponlll, Admlnhtrollv. COllI, MIIC.llaneaul (91 23.380.79 Exponll' (~",.dul. HI 10, o..bll, Martgag. Uabllltlll, U.n. (Schedulo I) (10) 63.141.72 11, TOlal Deduction. (Ialalllnll 9 & 101 12, Nil Valu. of E"a1. (lint S mlnullln. 11) 13. Charilabl. and Gov"nmonlal BequIIll (Sch.dul. J) lA, N.I Valu. Subloct I" Yo. (1In. 12 mlnulllno 13) 15, Amaunl of IIn. lA la.ablo al 6% 1010 (Indudo va'uII from Schodul. K or Sch.dul. M,) 16, Amounl of IIn. lA la.abl. 01 15% roll Ilncludo valulI from Sch.dul. K 01 Schodulo M,) 17, Principal 10. due (Add 10. from lin. 15 and ',om lin. 16,) IS, C"dill ~pou'al Pav.Ny Clldll + !':'5d'8~~~nll + 2~g:a~al _~:::~ '. 19, If lint lB it gr..I" than lint 17, .nl" lhe dlff"Ill" an lint 19. Thit litho OVERPAYMENT, 110 20, If lint 17 it grlOt" than lin. 18, Inl" Ih. dIH".nc. an lint 20, Thllit lho TAX DUE. A, Enl" .h. Inl""1 an Ih. balanet due an IIn. 20A, B, Enl" th. Inial af IIn. 20 and 20A on lint 208, Thit it Ih. BALANCE DUE, Mak. ChICk Payabl. to, R.gIIIII of Willi, Ag.nt (20) 120A) (20B) 28.582.08 1,678.32 I 81 1111 (121 (131 (lAI . {151 92.737.89 ~ ,06.. 179.260.40 86.522.51 92,737.89 92.737.89 5.564.27 5. 56.!J...ll 4.736.84 , ',I..c'':' 827.43 827.43 wu. , Undor plnolll.. of plriury, I dtcloll I II havo ..amlned Ihh IIlurn, Including accompanying ochtdulll and 1I0l....nll, and 10 Ih. b.II 01 my know g. and bollol, II la I,.,., (ON.d ana cOtnpl.,.. I dtdofllhat all ,eollllal. hat b..n repor1.d at true mot~.t valut. Dedarall.on of pr.pare, oth.r than Iht p.nonal ,.pr.llnlallvl II bOlld on alllnlormatlon of whl<h ~"rar.r hal an~ ~nowl.dg.. 1I0N~'UII 01 'IAION m~ OIlll1HO I!IUI AOOIIll . 0.11- (161. ~ ,IS .. (17) ChNk tll'l(' il ynu cu,. fN1Ul'\lIng II It'fund of VOUI O\l("ptIVnH'fll (181 1191__ :qY(f'-r 1t\l........~'4OI * COIoIMONWIAIIH Of "NNIVlVANIA INHIlItANCI TAlC mUAN mlDINT DICIDINT IITATIO' SCHWARTZ, ROBERT n. Joint t.nontll/I NAMI ~, Carol Marano B, C, --<- Jol~tly"wnt4 p,.~rtYI SCHEDULE F JOINTLY.OWNED PROPERTY m. NUMBIR 21 94 1044 ADDIlIIS RILATlONIH" TO DICIDINT- Sister' , 'I. - ITIM LmlR . DAti TOTAL VALUI DECO'S DOLLM VALUI 0' NUMB" J~~ MA I DISCR"T10N 0' PROPERTY 0' AIIET 'HI INT, DlelDI T'IINTlRIIT TINANT JOINT 1. A 1990 Checking A'ccount 3.356.65 50% $ 1,678.32 , , , . " , , , '. \' " ,. : " , .' ,. ' , . " , , " .. , , , , ,. , , , , , , " , ': " , " . " " , ',' " , " , .. " . " , " " , , , , . , " ., . , , . . ., ' , , . .' , TOTAL IAl,o .n'" on IIn. 6. MtCopllulollon) S 1,678.32 '"?' ~'.jr'''''''''''''''''''N'' 'f"" .,--_...u....',tr.. .,.", ,,,'w/ . '".,,-,- '[-!' "; .' (1Imol' 'pac. I, ""dtd In,,1I odd/t/onol ,hH" ., 'am. ,I..) ,....-, _Nun lit P'oMI W COMMOHWlAllli Of r1HNIYlVANIA IHHUItAHCI lAX ,nUIN UIIOIHl DIClDINI SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE com AND MISCELLANEOUS EXPENSES PI.... P,lnt ., T SCIIWARTZ, ROBERT II. 10~4 ITEM NUMBI. A. fII.,....1 IllfMIn..., 2. 3. 4. II. DISCRIPTION AMOUNT 1. Ewing Brothers John SlatsrrPuntldl 1I0llle George' B Plowers Lunch & Priest $ 5,192.00 $ 2,668.00 $ 68.90 $ 159.89 1. Admlt".,....I" C..hl !'tnonal Rtp,...ntatlw Commlnlonl 185 .. 38 _ 7683 Sodal Sleurity Numbel 01 Pinonal Rlprtllnlatlwl _ Vlar Commlnlonl paid 1995 $ 8,000.00 2. "'"olnl)' Feel Broujos,Gilroy & llouston,P.C. $ 5,000.00 3, Family h.mptlon Tilllothy R. Schwartz Clolmont Thomas A. Schwartz Rllatlonl~lp Addrtll 01 Claimant at dleld.nl/l dlath St,", Addrtn 414 West. Penn Strest Carlisle, Zip Cadi 17013 Children f 2,000.00 City PA Slall ~. Probatl Feel C. MllelllDn.oul h",n,", 1. Rsgistel' of Wills - Filing Fee 2, Register of WilL9 - Short Certificates 3, Register of Wills - Tax Return ... I., , 5, 6, 7. 8. $ 271.00, $ 6.00 15.00 TOTAL (Alia Inte, on II.,. 9, Rtcopkulatlon) S 23,380.79 (If m... .pacI II n..dld, In..rt additional....... of IOml llu.) ...un II. P~lI ~ CQMMONWlAUH Of ItHNtnw.NIA IHH"!W<<I \U IUUi'H IUlOlHfotClotHl SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLlTlES AND LIENS PI.a.. P,ln' 0' , . FiLl NUMIIR 21 94 1044, I ATI OF SCIIWARTZ, ROBERT II. lTIM NUM.IR DIICRII'TION AMOUNT I. Coat"of, aale of Pittsburgh Property (alle attached IIUD-1) 2. Mortgage on 414 Weat Penn Street, Carlisle, PA - York Federal Savings & Loan 3. Costa to maintain Pitteburgh Property (see attached list) 4. Mitchell Gelbaugh - home appraisal 5. Medical bills paid (see attached list) 6. Miscellaneous bills (see attached list) $ 10,513.43 $ 40,099.53 $ 4,066.22 $ , 100.00 $ 4,484.50 3,878.04 " " " " ." ,"", ". " TOTAL (Alia ..,or on IIn. 10, R.copltulollon) . (limo,. IpOCO II ....d.d, I...rt additional ,hHfl a/10m. "II,) $63,141.72 07-26-1995 iJ~:O:Jf'l'l CEliTUR I J J I LHEvl ~btJ 92liJ P,03 , A, Settlement Statement < , V,S, D~partmenl of HOl1!ln~ And Urban Oevclopmenl OMU No, :lJOl.o16l B" T;.;; of Loan L C PU^ 1,0 PmlM ], DCon,. Unltll, 6, Plio Numbtr 7, Lo.nNu",~" I, Mon~.~o InlUnneo C... Numbot 4,0 V^ l, C!l Coo', 1111, TS1641 WIlTlEL OOllllOlO7 l..._ - C, NOml '1111. l'orm " I\Im"ll<4lo Qlvo rOll' "","m'lII oll~UlI '<1I1"",nl 00111, Am,,"n" p,ld 10 .nd by Iilo ICUlcrn.nl '~CI\I'l< ,ho"n, Jio"", morhd '(p,o.o,)' """ p./d ouuld.,h. clo.lnQ; !hoy.to ,ho"" ho" 10' Inlamullon.1 PU'1"'Kl Mid ". nollnclud.d In th. 10LlI.. I P. NMlS OPffORROW.6R: E, MFJB OF SEl..l.BR: p, NAMlrOp I..BNDBR: TholllU B, WeLUland Nllmy A, Wclu11 Badly SchWIf!.l:, Exccutri~ of lhc ES14le l>f MellO Pln.nel.1 S/\'c db. Robert Schwaru:,OcceMe~ MO~'Jo N<1"o/k corp, LBNDBR'S ADDRBSS: 910 C;,..,nllt< Rond WER 'S^"''''' 5l:fff: SELLER'S ADDRESS: YIIUl>IIrQh, rA 11110 I lIll M.y SIItOt I prrTSaUROH, PA 1l1l4 H, SBITLEMBNT AGBNT: : KEYSTONB CLOSINO SBRVICBS ,1J: PROPBRTY LOCATION: PLACS Of! mLEMENT: 9lo0~ROAD , 4231 UttWld..l\o.d K'Yflon. Clo.l", lcv", PIlTSDU1\On, M IlllO I PrrTSDUROll, P^ Il1l4 95D Ortonltoo P,OId PrrTSDUROU, P^ 1 l110 J!l I. SETILBMBNT DATE: rrJI26195 J. ~YOtlU lWER'S~M~'1'l(JN 1(, MMAll.Y ~ER'S 'fRANS:g:TlON 100, aROSSA OUNTllUB PROI,{'iioiiil"WM 400, OROSS AMOUNT DUB TO Sl!U.DR , 101. Co"'''~ ..let ~ri~ 69.500,0< 401. Conl,,~ III.. nnoo 69.500.0< , I 100:...:.....loro;;;..-;- ~01, P"IOII.1 ""'"On, 103, SWlIII\lt.1 cl1u-..,o be"""., liln. 14001 3 IlUO 403, 104, 404, ~ i'Ol, 4n5, . Ii: ^"'ulUnC1llt "'I Iil1l\.l ..Id bv ffilot In .d",,,," Mlultrnenu l'or ilom. OIld 10' ..II" In IdYlnco 106, e1IrI1own IlIXU (f7126195 Ie 12/31/95 229.33 ~06, CII'~o"n ,",Xe.I 07/26195 10 12/31/95 229,~ 107.CO\lOi~IU'" 07l2M95 \0 12/31/95 182,88 ~01, COUIII' uw 07126195 \0 12/31/95 182.8 108, ^,"um.nu \0 40~, A"'"IMnll \0 109, ScfloOl 07/26/95\0 12/31195 647,36 ~C9, School 07126195 (0 12/31m 647.36 110, 410, Ill. 411. 112. 411, 11O.0ROSS AMOUNT DUll PROM DOAAOWJ!ll. ~ n . 670,07 410, OROSS AMOUNT DUB 'to SIlWlR ~ 70,55U7 ,~OO, AMOUNTS pill\ilY Oll.lN SllHM..!' OP BORROWER lOO, Rl!l>U';110NS IN MlOUlIT DUB 'to SBWlR ~ 201. DlM~"c' ..mel1 mon.. I -;rIi lOI. Dxecll do""'li hoo IllIlnJOllon.\ 20l:-irino);'lllmounl ot,;;,w 10.;;1" 66 000-:0< lO2. S,(!I.mOll' ,1011'01 In 1011" IIn. 1400\ 7 513,43 101-'';'UI'" 100nl,\ ItkOll IUbl~ (0 l03, n'lrtln' 100nlllllk,n IUbl~ 10 . lOt 1'.'01T or nlll mon'." lo.n 104, -- " .. 205, l05, pIYolr 01 I~nd n10n"" 10111 ! , . , lOG, l06, ' " - 107. 507, INIlURrrANCD 'rAX r.\C~OW 4 170,()( . 101, 501, Am'.nl or 0'00.1\ ~cLolned b. OrokCf 1,000.0< 1"', 509, lOP. CLOSINO com CRIlOIT 2 000,00 509. CLOSINO COSTS CReDIT 2,OOO.OC 10Pb lOP" AdiuMmenl.l (or II.M. un-.ld b. 001101 ^dk.llm,nl. (or IIOIn. un"lld b. ..II" . >> 110, CIi-/lown tax.. 10 510, CIi'ltown IIOCI \0 l 1\1, Co~nly lox.. 10 lll.Counl'lIm In 212. NJCl~U \0 1I2, AIIOIInl<nU In ;; 211, ll', .,' 114, 5140 " 'I 2ll. 1Il, i'~" .., , . ' . . ... . . l16, , . '.. " '" om JI1, SELLER IS RESl'CtolSIBLE 'ro . 211, IT. . Rn,T, llA PA~ FINt\L SEWAGE BILL 119, lIP, . :no, ror~ AMOUNTS P^ID ~ 69,000,00 520, TOTAL REDUC'l10NS IN ~ 14,683,43 I BY OR '" n8lllU.r OP DOnROWDR "MOUNT DUn SDLLen r I"iM;' CA-WAT 8ll'1'1'U!MDN1' FROMflO DORRO"i..... 600, C^SII ^'T' sern.t!M2NT TO/I'l\OM S~LL1!Jl m 10., n..... '-'nl duo rl"m burro"o' 11100 I~oi- 73 670,07 ~OJ. Oroll ''''CUlll dUll. 111101 01114 .20) 101, Lou .mounll-;;jld bvil'or lxI/rowOI nln.120' ( 69.000, 001 ~02, L," rtduetlnn.ln ''''OIin\ duo "llot I1ln, 520\ II , )0', CASH III Prom D10 BORROWER ~ 4,670,07 ~Ol, CASH tllTo D Prom SELLER ~ SS,&76.lt - . PAOB I IIIJ[).I (t,UI~on"'1l114)QU STOPPED , , , , ~ I, ROllkT H. SCHWARTZ o~ 414 Wilt Plnn Strllt, C.rli.ll, Cumblrl.nd count1' Plnn.ylv.ni. declare thi. to bl my l..t w111 .nd rlvokl .ny will prlv1ou.ly m.dl by m.. ITIH ONll I dirlct th.t .11 my debt. and ~uneral Ixpln.I., including my gr.vlm.rklr .h.ll be p.id ~rom my re.idu.ry I.t.tl .. .oon .. practic.ble .~ter my d.c.... a. . p.rt o~ thl Ixpln.e o~ the .dmini.tr.tion o~ my ..tate. ITIM TWOI I ,plci~ically dlvise my r.al ..tat. located at 4231 Orl.nridge Road, Borough o~ C.stl. Sh.nnon, Pittsburg, Plnn.ylv.ni. to my two .ons, TIMOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, .h.re and .har. .like per stirp.s. ITBH THRBBI I give, d.vis. and bequ.ath the r.st, r..idu. .nd remaind.r o~ my estate to my two son., TIMOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, sh.r. and .har. alike per .tirpI.. ITSH FOURI I appoint CAROL MARANO Bx.cutrix of this my l.st will. ~ ITSH FIVBI I appoint CAROL ~RANO guardian of any property which pa.... to any person under the age of 21 year. and with r.sp.ct to which I .m authoriz.d to appoint . guardian .nd h.v. not oth.rwi.e specifically doni so. Said guardian .h.ll have thl power to u" income from time to time for thl b.n.~iciary" educ.tion, .upport .nd w.l~ar. without r.gard to hi. or h.r parent'. .bility to prcvid. for luch Iducation, .upportor welfar., or to make payment for thl.. purpo..., without furth.r re.ponsibility, to the b.n.ficiary or to the b.n.ficiary'. par.nt. or to Any per.on taking carl o~ thl b.n.ficiary. Said guardi.n shall .dmini.ter the .Ip.r.el .nd equ.l .har. of ..ch b.n.fici.ry until h. or .h. blcomls 21 ye.r. of agl, at which time the sh.r. of e.ch blnl~ici.ry r.m.ining in thl gu.rdian.hip .ccount .hall be paid to said bln.fici.ry in full. In the event of the d..th of .ny bln.fici.ry .ft.r my dle..se .nd prior to re.ching the .g. o~ 21 y..r., his or her sh.re .h.ll be di.tribut.d .qu.lly to the .urviving childr.n or child to b. .dmini.ter.d in .ccordance with this gu.rdi.n.hip provi.ion. ITSM SIXI All e.t.te, inh.ritanc., lucce..ion .nd other t'XI', impo'ld or pay.bll by reason of my d..th, .nd intlrl.t and pln.lti.. thlr.on, with r..p.ct to .11 prop.rty compri.ing my gros. .stat. for t.x purpo..., wheth.r or not .uch prop.rty pa.s.. und~r thi. will, .h.ll b. paid out o~ thl princip.l of r.imbur..m.nt. ITBH SBVBNl I direct that my personal r.pr..entative or gu.rdi.n .hall not b. required to give bond for thl faithful plr~ormancl of th.ir dutie. in any juri.diction. ITIH IIOHTl In addition to the right. .nd pow.r. givln to thl fiduciaries by law or .ls.wher. in this will, I give to my IXlcutor during thl full time n.c....ry and for the . t ~ ~ admini.tration ot my ..tat. the tollowing right. and power. t~ b. .x.roi.e in hi. .ole di.oretion. A. To retain any real or per*onal property which may at any time torm a part ot my e.tate .0 long a. he or .he deem. it advilable . B. To inve.t in any real or per.onal property without r..triotion. to 1.ga1 inv..tment.. C. To repair, alter, improve or leas. tor any period ot time any real or per.onal property and to give option. tor 1..... . D. To ..11 at pUblic or private .a1e, tor ca.h or credit, with or without ..curity, to exch.nge or to p.rtition real or per.on.1 property, and to give options tor 1...... B. To m.k. di.tribution in kind. r. To compromis. claim.. IN WITNBSS WHEREOF, I have hereunto .et my hand this ~o~IY of OrJ.4., ('rf1 ' 1989. SIGNBt?~ H. LI~ ROBBRT H. SCHWARTZ Th. pr.o.ding instrum.nt, consisting of this .nd 2 other typewritt.n pages e.ch id.ntified by the signature of the t..tator w.e on the day and date thereot eigned, published and dec1ar'd by the test.tor therein named as and for hi. 1.st will, in the preseno. of u., who at hi. reque.t, in hi. pre..no. .nd in the pre.ence ot e.ch other have .ub.oribed our nam.s. ~. /2 1MJ,j;; COMMONWEALTH OF PENNSYLVANIA I SS COUNTY OF CUHBBRLAND . W. C~"'t~~1'l." C K..'I..!l~'\ and C "J~C' /IJ f.\. (?ooS ~+(I witn..... whose name. are .igned to the attached or foregoing instrument being duly qualified acoording to law, do d.po.e .nd .ay that we were present and .aw the test. tor .ign and exeoute the instrument as his last willI that h. .igned willingly and executed it a. his tree and vo1untery aot tor the purpole. therein expre..~dl th.t e.ch of u. in the heering and light ot the te.tator .igned the will.. witn....., and that to the b..t ot our knOWledge, the t..tator wal at the time 18 or more year. of age, ot .ound mind and und.r no con.tr.int ~~ ~. ~..,~ Sworn and .ublcrib.d f-~ to betore m~.~i.~d day t O~hlX/. 1989. .g NOTARIAL SEAL KAREN F. BYERS, NOTMY PUBLIC BORD Of CARLISLE, CUMBERlANO COUNTY MY 00MMI8SIOII EXPIRES MAnOH IB, Iii' , i" , " I' /i " ", ,. . '"i ,.. " . .., COHHONWIAuTH or ,INNSYLVANIA , . , COUNTY or CUHBBRLAND I I SS' I , I, ROBIRT H. SCHWARTZ who.. name 11 ligned to. the It tlc.hed inltrument, hiving been duly qualified according to llW, do hereby Ickncwlldge that I ligned and executed the inltrument II my lalt willI that I ligned it al my free Ind voluntlry Ict for the purpo"l therein expn..ed. . ./ . O~J~ H, ~r~' ROBBRT H. SCHWARTZ ' fJ,. and acknowledged before me thil~' dlr 1989. :~O~~~ffirmed to ~~~ . otuy Publ NOTAAlAL SEAL KAAEN f. BYERS, NDTMY PUOLlC BORD OF CARLISLE, CUMoeRlAND COUNTY MV COMMISSIOIl EXPIRes MARCH 1ft, '~~1 " " ,. " " " " I' " i. :' I I' , " , , I,' ,,,I' " ; I', 'I,' ", . ,l,},' " " " ;,J " " 1",1 'j. l' I , H I, " ,," " I " " , I "II" I 'I' " I'"~, ., , ,i'" II 1\ " ." ", ,'11 ". ,.'1, " ,., I. 'i' 'I. '" , , 'I" ",I I,' , , "~"~I' .' 1\' It. " ",,'.1 I ,,'41 I' "", .., ,. , ,", \.', " " " '\ . " '.. "~I, , \\ " ,,' I, , ,. "1\, "I' ,." ,. " ," "I' , " '1,1 I,' .1' 1,1' " ,t't'" '" ,. ,t "" I" "I, ',:; "'1, " 'I , , " 'lI' " , ,,: 'I, " .\ , " , " ,,", , " ,.. 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I " ,;. , ! " . )' ,I " " J. " , ., , , IN RE ESTATE OF ROBERT H. SCHWARTZ tIN THE COURT OF COMMON PLEAS OF tCUMBERLAND COUNTY, PENNSYLVANIA tORPHANS' COURT DIVISION tNO. 1994-01044 t tPA NO. 21-94-1044 COURT ORDER 'I II AND NOW, th,ts?~ day of 11)111'1' ,1995, upon review of the attached Petition, it is hereby offtered and directed as followst 1. The Commonwealth of Pennsylvania-Public School Employee's Retirement System is hereby authorized to make payment of monies owing to Thomas A. Schwartz as beneficiary under the retirement account of Robert H. Schwartz to a passbook interest bearing savings account at Farmers Trust Company, Carlisle, Pennsylvania. 2. NEA Members Insurance Trust-The Prudential is hereby authorized to make payment of monies owing to Thomas A. Schwartz as beneficiary under benefits of Robert H. Sohwllrtz to a passbook interest bearing savings account at Farmers Trust Company, Carlisle, Ponnsylvania. 3. The mentioned savings aocount shall be an aocount held by Farmers Trust Company at Carlisle, Pennsylvania, and shall be deposited at interest and subject to withdrawal in whole or in part without notice or after a specified period of notioe or at a speoified date, and evidenoed by a passbook, receipt, oerti!io~te of deposit or other muniment of title and shall inolude the following restriotion with respeot to withdrawal of any monies from this acoount: No monies may be withdrawn from this account, except by Order of Court, until such time as Thomas A. Schwartz achieves the age of 18 years of age at which time Thomas A. Schwartz may freely withdraw money from this aocount. BY THE COURT r I I /(l, / (.L .. .( II j l- f ,J'i"'L.j'/ . cct Hubert x. Gilroy, Esquire " 5. The said Will of Robert H. Sohwartz designated Carol J. Marano, . sister of Robert H. Sohwartz, as guard,ian of any property tlhioh passed to a minor. 6. For heaUh reasons, Carol J. Marano has deolined to aot as a guardian. 7. The Petitioner is the Mother of Thomas A. Sohwartz and Robert R. Sohwartz. However, the Petitioner and the Deoedent, Robert H. Sohwartz, were divoroed prior to the death of Robert H. Sohwartz. 8. Petitioner has reoeived information that the publio sohool employees retirement system proposes to m~ke a distri.bution to Thomas A. Sohwartz in an amount of approximately $129,000. Robert H. Schwartz was a member of the publio sohool employee's retirement system, and his interest in his retirement plan was, by virtue of the plan, split equally between his two ohildren. The amount going to Thomas A. Sohwartz is $129,000. 9. Petitioner has also been advised that Thomas A. Sohwartz is eligible to reoeive benefits from the NEA Members Insuranoe Trust through the ,Prudentia.l Insuranoe Company, whioh monies have a value of appro~imately $1,000. ",' \' , "'" ".,-.'t "..". ,I..,.., ,,-., ~'."" ,,-, " " " , . .. " , I verify that the .tatement. made in the foregoing dooument are true and correct. I understand that false statements herein are made subject to the penalties of 18 PA.. C.S. seotion 4904 relating to unsworn falsifioation to authorities. " ", (,"""; 1\,' " ,,' " ii' !," " ~ ' i ~f.r ~t- . MIL . SCHWARTZ . . " I, " " ".." ',' " " ,I' ,I' ". I, /, " ," I , " " " .. " 1,",;'\ ,'\" , " , " " !. .. ,. " .'f. I' , " ",I, ,. " ., " " ... .,'"j ." , ' II, 'I, II. " ',;' ." /; " ,.' Ij Ij r,; ~ j " " "F '" " '/ ,I' '., ," "I .. I' 't,' !Wilt' ::t I, ROB8RT H. SCHWARTZ of 414 We.t Penn Street, Car1i.le, Cumberland County, Penn.ylvania declare thi. to be my la.t will and revoke any will previou.ly made by me. ITBM ONR: I direct that all my debt. and funeral expen.e., inoluding my gravemarker .hall be paid from my re.iduary e.tate a. .oon a. praotioable atter my deoe..e a. I part of the expen.e of the Idmini.tration of my ..tate. ITBM TWO: I .peoifioally devise my real e.tate looated at 4231 Oreenridge ROld, Borough of Ca.tle Shannon, pitt.burg, Penn.ylvahil to my two .ons, TIMOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, .hare and .hare alike per stirpes. ITEM THRBE: I give, devise and bequeath the rest, re.idue and remainder of my .state to my two sons, TIMOTHY R. SCHWARTZ and THOMAS A. SCHWARTZ, share and share alike per IItirpe.. ITaM FOUR: I appoint CAROL MARANO Ixecutrix of thiJ my la"t will. ITEH rIVII I appoint CAROL MARANO guardian of any property which pa..e. to any person under the age of 21 years and with respect to which I am authorized to appoint a guardian and hive not otherwi.e .pecifically done '0. Said guardian .hlll have the power to u.e income from time to time for the benefioiary'. eduoation, support and welfare "ithout regard to his or her parent's ability to provide for .uch eduoation, .upport or welfare, or to make payment for the.e purpo.e., without further re.ponsibility, to the beneficiary or to the benefioiary'. Plrent. or to any per.on taking clre of the beneficiary. said guardiln .hall admini.ter the "plrate Ind equal .hare of .Ioh benefioiary until he or .he becomes 21 years of age, at which time the .hare of each beneUciary remaining in the guardian.hip acoount .hall be paid to Slid beneficilry in full. In the event of the death of any beneficiary after my decea.e and prior to reaching the age of 21 years, hi. or her share shall be di~tributed equelly to the lurviving children or ohild to be admini.tered in accordance with thi. guardianship providon. ITEM SIXI All e.tate, inheritance, .uoce.sion Ind other taxe., impo.ed or payable by rea. on of mydelth, and , intere.t and penal tie. thereon, with r.e.pect to all property comprhing my gros. estatlfor tax purpo..s, whether or not .uoh property pa..e. under thi. will, .hall be paid out ot the prinoipal of reimbur.ement. ITEM SEVEN: I direct that my per.onal repre.entative or guardiln .hall not be required to give bond for the faithful pertormance ot their dutie. in any juri.diction. ITEM BIOHT: In addition to the right. and power. given to the Uduoiariu by law or elnwhere in thil will, I give to my Ixecutor during the full time nece..ary and for the EXHIBIT I_L .. ..' admini.tration of my estate the following right. and power. to be .xeroi.. in hi. .ole di.or.tion. A. To retain any r_al or personal property whioh may at any time form I part ot InY estate .0 long III he o:r she deems it advillble . B. To invest in any real or persunal property without re.triotion. to legal inve.tments. C. To repair. alter, improve or le.se for any period of time any real or personal prop.rty and to give options for 1..... . D. To ..11 at pUblio or private .ale, for ca.h or credit, with or without seourity, to exohange or to partition real or per.onal property, and to give option. f~r 1...... B. To m.k. distribution in kind. r. To compromise olaim.. IN WITHBSS WHERBor, I have hereunto set my hand this ~O~d'y of ()a-f, ('1i,,/ ' 1989. o .//~ SitGNB ~ H. 4'dL ROBBRT H. SCHWARTZ The pr.oeding in.trument, oon.i.ting of this and 2 other typewritt.n pages eaoh identitied by the signature of the t.st.tor wa. on the day and date thereot signed, published , and d.olarld by the testator therein named as and for hi. l'lt will, in the presenoe of u., who at his request, in hi. pr...no. and in the presenoe of .ach other have .ubsorib.d our nam.s. ~ '- ~ /1?1, )2 ~.;;;; Sworn and sub.oribed ~~ to before~~ thi.~~ day f t)f1..TP~ 1989. .~ NQTARIAl SEAL KAREN F. BYERS, NOT ^RV PUBliC SORO Of CARliSLE, CUMBERLANO COUNTY MV COMMISSIOII fJlPIRES MAnCil\!, 1591 I, Rool !"." (S,htdvlt AI ( 1) - 2, S'..... ..d eo.d, ISch.d,l. 6) ( 2 I 3. C1ololy H.ld S'.c~/Po"'''lhip 1"'1'<,1 ISch.d,l. q ( 3 ) 4, Mortaoa" o.d Naill R.C4iv.bl. (Sch.dvl. 01 (4 ) ~, C.lh, Bo.k O.po,1I1 & MII"lIo..O<J' Po"...1 P'.p.rry (~l (Schodvl. E) 6, J.lnlly O"..d Prop.rty ISchedul. '1 7. T,...lo" IS,h.dul. 0) (Schedul. II 8, T.,ol 0,." A...II (101.1 Lin.. 1.7) O. .v....1 bp.".', Admlnlll,atlv. Co,", MII"llan..v. (Q) !xpo""IS'h.dvl. H) 10, Debll, Mo"S.g. li.billll.., U"', (Schoclvle I) 11. TOlal o.dU<1lonl (tolal U... 0 & 10) 12. Nil VolvocUlt.'. (lint 8 mlnvlllne 11) 13, Cha,i",bl. and Oo'..n.....al Boqv.1l1 (Sch.dul. J) lA, Net Valu. Sub K1 to T.. lint 12 minvlli.. 13) 15, 5pou,01 T,..lft" (fa, dol.. of doa'h ah.. 6.30,04) S.. 1,"'v"lo.. far Appllcabl. Pm...aao .. R.v.". 1151. Sid., Ilndvd. ,.luII liom 6,h.dul. K a' Sch.dul. M.) 16, A_nl of Un. 14 ...abl..t 6% '.11 (I.dud. ,alu.. f,om Sch.dul. K 01 Schodul. M,) 17. A...." ollln. 14 la.abt. 01 15'" roll (Iocludo ,.Iv.. from Schtdvl. K or Schtdulo M,) 18, Pllnclpalla. dv. (Add 10' f,om IIn.. 15, 16 and 17.) 10, Crodill Spou.ol Po..rty Crodh P,iol Paymtnll + - + 20. If II.. 10 II grtoltr than line 18, ..11' lho dilf".... on IIn. 20. Thilll,h. OV6RP"YMINT, 110 21. If lint 161. groat" Ih.. LI.. 10, tnl.. tho diR...."..II.. 21, Thlllllh. TAX DUI. A, Ent., 'h.t....." o.lh. balan" duo a. Un. 21A, I, En'.r .h. 10101 ollln. 21 and 21A o. U'" 218, Thl,l, the IALANC! bUI, MIa ChICk P.yab" to, I..ltl.. .f Will.. """" "", ,,",\ vltB I.NlSUR'~;"NIWEli"tL'QUlmON'OHRMRSl;S'DIi llltO .M '~';.: . Uftd., pI"oltl.. of p.rjury, I dlClar. tho! I Q't" uamln.d lhil ,~urn, Including ac(o~pcu'\yin9 Ie .dull. and lutt.",.".., and to tk. b.1l of my kr~owl. U' Clnd blli,' ,.11 I. 'tvt, (or,.ct and compl.,., I dt<lor, thaI all ,~I .lfal. h01 bltn r.port.a ollru. mOl'kel valu.. Dt<!arollon of p,.patl' otker Ihan lh. p",onal tlprl.lnlaW'" I baled o. allln'o""allo, 01 which rt art' he. any kn."locIgo, , 'llnON N l 'ILlN~ ItlU.N ADplla - o..u '('iif- /1',,\' ;"1,,1/1,.',/..1/ ('/JII",!, ;}.I ,J/,)I/'1( HA,N "I'~ ADg'Ut . {",Ie / .:~ D,lll ... ,. RlV,UOO IX. (1.911 ~ ~5a ~I; $! B~ ~. '* INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) .fi- '01 DAnlI O. m'H ""'I 12/31191 CHICKHUI If l IPGUIAL POVd" CIIDn IS CLAIMID 0 'IU HUMI.. 21 COUNTY COPE M AtlDU" 1044 94 YEA~ COMMONWIAlfM or PlNNlVlVANIA DIP"'~l~INI ?S.~\VIHUI HAUllillf6, ~A 1'1 21~601 NA LA . I , AN - ""IC>O~' INlflA\1 SCHWARTZ, ROBERT 11. NUM!!R N' 414 WeAt Penn Strert CarliAle, Ph 17013 c...... Cumberlnl1(J AMOUNT IIctl\'IO lstt INnlUCTlONl1 I 0"110' OIA.Tt1 11/11/911 tAL U I NUMl. 208-32-6803 (lI ,UpUC.UlJl1UIVMHO "0011'1~. h'" A~" .illCIOlI'''Ilh''', o 1, Original Rllu,n o A. Ilmh.d Eliot. o 6, tlmd..t Oi.d rO".l' (""och copy of Will) rR o 3. R.mal.d" R.lu," (I., d.l.. of doalh prlo, lo 12.13.821 o 5, F.d".1 !1I01t To. Rllv," Roqui..d H ~ 2. Svppl..,.n",1 R.'um C Aa, '",vra 1""",- Comp,oml.. (fa, dolll of doa,h ah" 12.12.821 o 7, Ooc.d." Molnl.I..d 0 IIvl.g T,v" I""au. copy of Trv") INFORMA ON. OM ~ HoAI~INO AJ)OIU U llROll.JOS, GILROY & HOUSTON. P. C. 4 North Hanover Street CnrltAle. PA 1701" _ 8, To'ol Numb., of Safe O.pa'i' 60.., " 't~~~1 HUBERT X, GILROY, ESQUIRE H NUM _I 717 I 2/,3 4574 l!I 5 i a: 10,000.00 2,590,85 ( 61 (7) ( 81 12,590.85 (10) (111___ (12) 12,590.85 (13) 1A 12.590.8S __JlC.__ (16) 12.047,3/, 722.84 81.53 ___K ,01>. (17] 543,51 K ,15. !l !ii i S ~ ... (18) --1!Q4. 37 Dhcoul'll Int....' (101_- 1201 (211_804.37 121A) (218) _ . .,v"S"t~. (lUll ~~~ COMMONWIAIlH O. PINNSYlVANIA INHeRlTANCI TAX RlTUoN R!SIDINl DICIDIN! SCHEDULE F J JOINTLY -OWNED PROPERTY _ I FILE NUMBER 21 94 1044 ESTATI OF SCHWARTZ, ROBERT II. Jolnll.nonl(')1 NAME ADDRESS -------- RELATIONSHIP TO DECEDENT A, Emily Schwartz 1158 Redwood Drive Carlisle. PA 17013 F'ormerWif e 8" Timothy R. Schwartz 414 West Penn Street Carlisle, PA 17013 Son c. Thomas A. Schwartz 414 West Penn Street Carlisle, PA 17013 Son Jolntlv.ownod propo"i' ITEM LEnER DATE DOLLAR VALUE OF FOR TOTAL VALUE DECD'S NUMB!! JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 1989 Various Savings Bonds $1.087.02 $ 543.51 2. B 1991 Various Savings Bonds $ 881. 08 $ 440.54 3. C 1993 Various Savings Bonds $3,213.60 $1,606.80 . , , , , " , , .. . - TOTAL (AI,o onlo' on IIno 6, Rocapltulallanl S 2.590.85 III ma,o 'poco ;, noodod Inso,' addiflanal,hoo's 0/ sarno s/,o) .- . . REV-1547 EX APP (12-95~ ~AlIH or PTNNtVLVAHIA DEOUltE"I Of ,tYEIQ: Il.llUU Of INllIVlllUAl IA'[I DEPI, 110601 fWlRUll.llO. PA 1111I-0601 UTAT! OF SCHWAn!"' 111l'm -'-11' FILE NO. 94 -1 044 DATE OF DIATH 11-04-94 COUNTY CUMBERLAND HOTEl 10 INSUftE ~ftO~Eft CftEOIT TO VOUft ACCOUNT, SUBHIT THE UPPEft POftTION OF THIS FORH WITH YOUR TAM ~AYHENT TO THE REUUTCR UF WILLI, HAME CHECK ~AYABLE TO "REGISTER OF WILLS, AUENT" REMIT PAYMENT TO: HOT ICE OF IHHEftlTANCE TAM A~PRAISEHEHT, ALLOWANCE OR DISALLOW~ICE OF DEDUCTIONS AND ASSESSHENT OF TAM AON 101 DATE 04-22-96 HUBERT X OILROY ESQ BROUJOS ET AL 4 N ItANOVER S T CARLISLE PA 17013 REOISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 L "-'nt RHltted -i ~~nVI~~i1N~llr~nv~CINl~..t.)"il~._.-~-~!~~!!._~!I_I!.~~_!..~~!_1_~~_!..~~.!~Y~__~~P_~~D.s.~~_~_..__n.;;!-n...... lIu-." II IIPI' .-" onc\! OF INHERITANC\! TAX APPRAISEMENT, Ail:'! NCE R :rJro DIDALLOIIANCE OF DCDucnONll AND ASSESSHEtlT ($ AX ' .n ~1 !!~TI ~~~~RTZ ROBERT H FILE NO. 21 94-1044 ACN F' 101 ~ DAT.I! :~'04-22-96 TAM RETURN WAS' (X) ACCE~TED AS FILED () CHANGEJl,_ r~ " 1I1.IIIVATION CCNCIRNINO PUTUII\! INTEREST . SEE REVERBE APPIIAIIID VALUI OF IIITURN IABEn ON: SUPPLEMENTAL RETURN I. Ro.' tahl. .Iohedul. A) 111 7, lIookl ..... 1""'" (Iohe.luh BI (2) I, Clulolv HoI~ Ilook/~.rlnorlhlp Inlorolt (Sehedul. CI (5) A, Hod_"/lIohl R..olvobh (Sohedulo D) (4) I, C.lh/lonk O..oIIII/Hlla, ~.rlonal Proportv (Sohedul. E) (S) ., Jolntlv DwnM ~r_rlv ('aheduh F) (6) 7, Tr","fll'l (Iohedul. 0) t71 ., Tol.1 A...to NO. 01 ( C .;.. (:. mOo -.. :9 - 00 N ""(J ~OO Ui ,.,. 0'\ .00 .00 10.000.00 2.59!1...ll.. ,00 (., 12,590.85 APPIIOVID DIDUCTION. AND EXEMPTIONS: .. 'unorol b....,..I/AdoI, Call1/Hho. Exp.nl.1 (Sehedulo H) 191 II, Dollh/Horl.... L1obl1lt1u/Ll",," (Schedul. 1) 1101 ,00 II, Tol.1 Doduollonl 1111 II, 1101 VII... of TOM R.lurn U21 II, Chorllobl./Uovlr~lol 8.quoltl ISchodu10 Jl 1151 lA, 1101 Val... of ElI.I. Subjoet 10 lox 1141 NOTI. If.n ........nt w.. i..ueU previoU.1Y, line. 14, 15 .nd/or 16. 17 and 18 will r.fl.ot figur.. th.t include the total of ALL return. a......a to date. AII.IIMINT OF TAX: 11, Aotounl of U... 14 .1 Spau..1 rato USl 16, Aoounl of Llno 14 toxabl. .1 Llnlll/Clo.1 A rot. (161 1" AIIOUnI of Llno 14 toxobl. 01 Cell.toroI/Ch.. 8 rot~ 1111 II, ~r'nclpol T.x Due .00 .00 12,590.85 .00 105,828.74 ,00 M .03. 103.606.91 M ,06. 2,221.83 M .15. UB) .00 6,216.42 335.28 6,549,70 TAX CR\!Dnll ~AY~ENT DATE 2-02-95 08-21-95 02-26-96 RECEIPT NUHIIE R AA022784 AA048152 AA1l2568 DISCOUNT It I INTEREST 1-) 236,84 7,61- 46,36- AItOUNT PAID 4,500,00 827,43 1,000,00 INTEREST IS CHARGED FROM 02-27-96 TO 04-30-96 ~T THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 6,510.30 39.40 .62 40,02 . I' ~AID AFTEft DATE INDICATED, SEE REVERSE 'O~ CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY IE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,) -.' -... W' ~, ~: ~. \ <' JOHN H, BROUJOS HUBERT X,CILROY CHRISTOPHER C, HOUSTON BROUJOS, GILROY 8 HOUSTON. p, C, ^1TORNEYS ^T,l-^W <I NOIlTH 11^NOVP.1l STIlP.P.T . <=^RLISLE. PENNSYLV^NI^ 17013 7I1-a43'4S7~ NON'TOLL POll ."I\I\I58UI\O ^IlB^' 711-766'1&90 PAX'243.&aal " April 30, 2.996 Mary C. Lewis Register of Wills ,Cumber.land County Courthouse 2 Courthouse Square Carlisle, PA 17013 Re: Estate of Robert H. Sohvartz No 21-94-1044 Dear Mary: Bnolosed is a oheok in the amount of $40.02 as final payment on inheritanoe taxes in the above-referenoed matter. fO"")i!;y..--' Hubert x. Gilroy loll Bnolosure 001 EmilySohwartlll '(') ~lil l'! IW~ g;i" t., '!J .!!l . ~, '"1 ., If, 0 iil ;.; 'n " ..'1. I, h.!..! 1 ~l, (\:' 1 .... (", l.t ." <:,:.:1) p () 31 ~~ ... ('J N Iii' ~c: U1 So ~;:l. 01 ,. I. . " ' I., , " \(; . .....:";fl..,, '\ "._, !'..,. ,~Il 'f~;~,1U~W'.~I'\\\lLO;'il",..t(ll~""~IJ'\'i''-la.;;j\l.~IM'''''I''''~I'f1''''"1"""1,0 '," , ._~{r:;I(',I,},;'/I':r_"'I,':':'"f';), li.'",,;.:'.;./: "" ,':\. I ',. \ . '\1".......,-.,\ I, I ,,11,. " - 1,~11".\-1~ '.,",'-'} i. I; ,"_ I --~---. --------------- .:!; ,~~... ,...,. I ~:@;!. COMMONWIAllH Of IINNIV(VANIA DIPA!1MINI Of RIVINUI om, 21060 HA!~IU!O,'A 17UI_I , I/,'{ /) . INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLSI --------'iY M,B I ~ r J:;-.. POIIAIU Of DlAnt Ami 12131'" CHICK 11111 .. A IflOU.AL POWI" CIIDIT II CLAIMID 0 fiLl HUMIII 21 , !!v.UWu+ 111,9ll 1. Rial E,lall (Schldul. A) ( 1) 2, Slack, and Band, (Sch.dull B) I 21 3, Clollly Hlld Slack/Partn",hlp Int"..1 (Sch.dul. Cj (3) 4. Martgag.. and Not.. R.colvabl. ISch.dul. D) I 4) 5, Ca.h, Bank O.pa.II, & Mh"lIan.au. P."onal Praplrtyl 51 ISch.dull E) 6, Jolrllly Ownld Praplrty (schldul. FI ( 6) _ 7, Tranof." (Sch.dule GI (Schldul. Lj I 7) 8. Tolal Grall AIIII'llatallln.. 1.7) 9, Funeral Exp.n'.', Admlnhlrallv. Call', Mhcollan.au, ( 9) .. 23,380.79 Expln... (Schedul. H) 10, O.bl', Mortgag. lIablllti.., lItnl (sch.dul. I) 110) 63, 141. 72 11. Tolal O.dudlan'llotallln.. 9 & 10) 12, N.t Valu. of Eliot. (IIn. 8 mlnu,lIn. 11) 13, Ch.rllabl. and Gav..nmlntal B'quIII. (Schldule JI 14, N.I Valu. Subi'd to laxllln. 12 mlnu,lIn. 131 15, Amount of IIn. 14 taxabl. at 6% ral. (Includ. valu.. from sch.dul. K or Schldul. M,) 16, Amount of IIn. 14 laxabl. 01 15% ral. (Includ. valu.. Iram sch.dul. K or Sch.dul. M.) 17. Principal lax dutl"dd tax from IIn. 15 and from IIn. 16,) 18, C"dlt, SpaUlal Poverty C"~II + !r~'!fd8~~~nl' + 2~~~aH&1 ~::~ 19, If IIn. 18 I, g"al" 'han IIn. 17, .nt" tho diff...nco on IIn. 19, Thl' II tho OVIR""'VMENT. aD 20, IIl1n. 17 II g"ot.r than IIn. 18, .nl" ,h. dlff...net on IIn. 20, Thllh th. T"'X DUE, A, Ent.. tho Inl"'" on tho bolan" due an IIn. 20", I, En'" tho talol of IIn. 20 and 20" an IIn. 208, Thl. II tho B"'LANCE DUE. Ma~. ChfC~ "ayaltl. ,., ...1.,.. .f Will., ......, 'di. If '1',\1: ,'ole:", .,11......0' 1l\U.' UUTlONS ON .MaR SlDII '.. 'fO I. ICItIClC 'MAlH..... ',:,",";;", Undtr pono II.. of ptrlury, I docl." thai I ha" Ix.mlnod thll rllurn, Including accompanying "hldul.. and lIal....nl., and to Ihl bo,t of my "owlldgl and blltf, It I, tru., corr.d and compl".. I dldor. that 011 real .llat. h<u bHn report.d at true mark., valu.. DeclaratIon of pr'par., olh,r than the plrlonal rlprlJ4nlatlv. II bOlld on alllnlarmollon of which prop.'" hOI any knowlldgl, IlONA"!! OTmlmlll>>oNIIIll101 "IINO mU!N ADD!! II DAII- I ~ il~ il 82 z o i z o I ~ 94 1041. SCHWARTZ, ROBERT II. COUNTY COOl lUf ADDNfU 414 West Penn Street Cllrllale, PA 17013 YIAR M 6AfrOTITU'H-- 5/25/36 AH 208..32-6803 11/4/94 Coul'Ily CumborlanJ o 2, Suppl.m.ntal ROlurn 03, R.malnd" R.lurn _ lIar dol.. of d.olh prior 10 12.13.821 o 40, Fulu" Inlor." Camp rami II 0 5, Fed..al Eliot. r.x . Ifor dOll' of d.ath aher 12.12.02) R.lurn Rtqulrod ~6, O.codtnl Olld T..tall 0 7, Ole.dlnl Malntaln.d 0 ll,lng Trull _ 8. Total Numb.. of Saf. O.pa'lt 80x.. "Hoch copy 0' Will) I"Hoch copy of Trult) ~NCI AND,CONPIDINTW.'TA)"'N~TlON.IHOULD."IIC'rID,TOI " I"~:: [MPLnf MAilING ADORUS IIUBERT X. GILROY, ESQUIRE BROUJOS, GILROY [, IIOUSTON, P. C. 4 NORTII IIANOVER STREET 243-4574 CARLISLE, PA 17013 ~'l ( , 149,500.00 ~ 1. Original R.lurn o 4, lImlt.d E,I.tl ~- '''it I I 28,582.08 1,678,)2 , , ( 8) 179,260.40 86.522.51 92,737.89 (15) 92.737.89 (11) (121 (13) (14) 92,737.89 )(,06. __5.564.27 (16) )( ,15. (17) 5.564.27 4,736.84 CIH'(~ IIt.lt. a you Ut" f('()Ul'\lInCJ (I lI.lunc! (II your OVI''1H1VIt\l'nl (18) (19)__. '.1,1."". (20) 120") (201) 827.43 827.43 iJ)l';;?;O'''J:;!,'''''''''' d:Z'.) A. rn;;;y;" I fflJi.. {'r' 11\l.1WJ ,.. IIH'I '* COMMONWIAlTH 0' PeNNSYLVANIA INHIIITANCI1AX mU!N !1I101NT PICIDINT . SCHEDULE F JOINTLY -OWNED PROPERTY ISfATI 0' SCHWARTZ, ROBERT H. PILI NUMIIR 21 94 1044 Jolnllononlllll NAME ADDRISS RILATlONSHIP TO DICIDINT A. Carol Marano Siater I. i. C. Jolntlv..wnod proportv, ITIM LmlR DATE 'OR TOTAL VALUE DECO'S DOLLAR VALUI 0' NUMI.. JOINT MADI DESCRIPTION 0' PROPIRTY 0' ASSET % INT. DECEDENT'S INTlmT TENANT JOINT 1. A 1990 Checking Account 3,356.65 50% $ 1,678.32 , . , . , " . , , ," , . . . '.i. " " ,. , " . , , , , I. , ,. , ; , I , , , ,. " , , , .. , " . . .. . , . , , , TOTAL (Allo In'lron lint 6, Rlcapllulallon) $ 1,678.32 (1/ mart 'pact II nHdtd Inllrt addition a' IhH" 0' laml .III) .''#1111''.''''' ~~ COMMONWIAlIH 01 'IHHIYLYAHIA INHIlIIANeI IAK mUIN IIlIDlNT DIeIDIN! SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE com AND MISCELLANEOUS EXPENSES SCHWARTZ, ROBERT H. 21 94 1044 ITIM NUM'.. A. Funeral ",.n"lt .. A. C. 1. 2. 3. 4, 5, 6, 7. 8, DESCRII'TION 1, Ewing Blothers John SlaterrFunedl Home George I s Flowers Lunch & Priest 2. 3. 4. 1. Admlnlltrailw COItII Penonol Rlp,...ntotIVll Comml..lonl Soclol Security Numb.r of Perlonol R.p,...ntotlVllI V.ar Comml..lonl paid 1995 185 _ 38 . _ 7683 2. AHorntyfttl BroujoA,liilroy & Houston, P.C. 3. family h.mptlon Timothy R. Schwartz Claimant Thomas A. Schwartz R.latlonlhlp Add,... of Claimant at dec.d.nt'l d.ath 414 West Penn Street Children St_t Add,... Carlisle, PA City Zip Caclt 17013 Stat. Probalt fttl MIIe.llan"ul lII...n"ll Register of Wills - Filing Fee Register of Wills - Short Certificates Register of Wills - Tax Return - AMOUNT $ 5,192.00 $ 2,668.00 $ 68.90 $ 159.89 $ 8.000.00 $ 5,000.00 $ 2,000.00 $ 271.00 $ 6.00 15.00 . TOTAL/Allo .nltr on lint 9, Rtcopltulatlon) S 23.380. 79 IIf mort Ipac. II _ded, In..rt addltfonal .....fa of __ .....1 . " 11""11111..(1.." ~~ C~WIA1fH Of PlNNln"-NIA INIl"IIANC' 1M II1UIN ItIIDIN' OICIOfH' ~lI OP SCHWARTZ, ROBERT H. IlIM NUMIIR 1. " , Cost'of ssle of Pittsburgh Property (see attached HUD-1) Mo~tgage on 414 West Penn Street, Carlisle, PA - York Federal Savings & Loan Costa to ~aintain Pittsburgh Prnperty (see attached list) Mitchell Gelbaugh - home appraisal Medical bills paid (sse attached list) Miscellaneous bills (see attached list) 2. 3. 4. 5. 6. " SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LlABLlTlES AND LIENS Ploa.. Print or , 0 PILI MIIR 21 94 1044 DIICRII'fION AMOUNT $ 10,513.43 $ 40,099.53 $ 4,066.22 $ , 100.00 $ 4,484.50 3,878,04 " ,{ " " , '., ,. , " " " \ ,. ',( J " , , '\ " , TOT~L lAlla tnttr on lint 10, Rtcopltulollon) 111/110,. .pact I. nHded, In.trt additional.".." of lamt IIn) $63,141. 72 ", " " I "i'" " " " .. Mediaal Bills Paid University Physicians University Physioians University Hospital Holy Spirit Hospital Carlisle Hospital Cumberland Ambulanoe Carlisle Community Ambulanoe .Bronstein & Jeffries ' Carlisle Community Ambulanoe University Physioians Emergency Medical Servioes, I' " I I' " .. I' ,. 1/ I' " , : '1 " I' I' ,I i, " ., ", I, I " \ ;, " ," II, I' " 'I' " I) "I' ",," " " ',1' 0'1, '\ 'I', j ,. " .ei ,. " 1,"1 ,I' I, ,i' I' , I. " , " I" 't'., " , ' ",.,"" ,I '11 ,I' , q J '(. " ,,' ,. , I 'j.'1 , "I' ',I, I', " , " t 1" " 'i. I, I Ii I. I' " \'i fotal " , ' ..' " 'I ,I' I, I $ HO.OO $ 238.00 $1,008.00 $ 296.00 '$ 95.00 $1,090.50 $ 400.00 $ 468.00 $ 315.00 $ 62.00 $342.00 $4,484.50 I' ,', , " ,. I' ,,' "I.' " " 'I" ". ,i I" " I, " I ;.'1 '1 , " I:,. " ,. '" ,j', " I, " I ",' 'i- . I, 07-26-1995 05103P~1 CE~ITURY III CHEVY 466 921\3 P,03 . , A, Settlement Statement , U.S, Depnlnlcnl or HOU,ln2 And Urban Development OMU No, ZlO'l.OW B.' Type or Loan I.CPH^ 2. C Pml/^ " DConv. Unl"" 6, Plio Numt>tf 7. ~.n Nurl1bc~ 8, Mo~~.~c InlUnneoo Cue Numbot 4,0 VA " tll Conv. Iru, TS$641 WIlTZEL oo21110J07 C, /lOre: ThI. fbrm Ia tumllhcd 10 ,Ivo you . IrtaI.m.1lI or"1u.1 "lI/emenl 0011I, All1<lunta p,ld 10 Ind by Ihe lelll.m,nl .uonl "" .h01lln, lio,"" ,",rked '(P,O,O,)' 1110<0 p.ld OUllido Ih, ol..llIf; Ihoy .1Il.hown hero rOf Inr0l1l1l1lon,1 pU'l"'''' 'lid ,.. nnlln::llld,d in (he 10lAl.. D, N OWBR: 6, NAME OF SBL.L.BR: F, NAMll OF LBNDDR: Thoow E, Wow1 and NMCY A, Wetzel llmlly Schwmz, Executrix of (he Estale of Mel'" Pln,nol.1 SIVC ~b. Robert SchwarlZ, DeccMe~ Mo".,.,o /lolwotk corp, LENDBR'S ADDRllSS: 9,<0 GrccnUro ROld HER'S : SBLL!!R'S ADDRESS' VIlLol>ur~h, rA 11220 5135 M,y Slrod PrrTSBUllllH, l'^ Ilm H, SE'liLEMBNT AOBNT: KEYSTONB CLOSINO SBRVICBS --0: PROPBRTY LOCATION: PLACB Of! SBTILEMBNT: 9lo OIU!llN1lUlllll.OAD 4131 Gnwid,.l\old KOY'lon. Clo,I"lI Srv"" rrrrsoURGII, P^ 1$l2Q PrrTSBUROII, l'^ 11214 9,0 Oreonl,.. Rood prrTSnUROll, PA Imo J.~YOF~'ST I. SETILBMENT DATE: ()7126195 N K, IF LLv'R'S 'fRANSAL.UVN 100, GROSS AMOUNT llUB PROM DO WIlR 400, OROSS AMOUNT DUE TO SI!LLDR 101, COnlllcllll.. "dOl 69 ,,~oo , 00 401. Conlllol ..1,;~;loe 69,'wo,()(] 101, Pc;;';;"1 OCOMri'. 401, Pll'onll "ro"'~' 103, SWlomw chit.., 10 bortOWO/ nino 1400\ 3 110,50 - 401, 104, 404, 10', 40l, A"ulIJnCnlllbrlllllll ..Id b. IOllor 'n .dVlllOC Mlullll1ellto ror 110m. 'lid bu ,oller In Idv,"co 100. ClivNown lAx.. ()7/26195 to 12/31/9' 229, 33 401, Cltv/town ".CI 07l26/9S 10 12/31/95 229,33 107, COUOlV IIx.. 07/26/95 to 12/31/9' 182,88 401, COUlllv 11.01 07/26195 10 12/31195 182, 10C, ^'HUmtJllI 10 !2.'" ^~U~Ulncnll 10 647,~ 109, Sofvv.l ()7/26/9510 12/31/95 647,36 409, School 07/26/951012/31/95 110, 410. 111, 411. 112, 411. IZO, GROSS AMOUNT DUE PROM DOIU\OWU ~ 73,670,07 410, GROSS AMOUN'r DUll 1'0 SIlI..L.6R ~ 70,559,57 200, AMOUNTS PAlO BY OR IN DIlI:IAJ..\l Of BORROWER loo, RJlJ.)UC1'IONS IN AMOUNT DUB TO SBll.EI\ 101. D.MaIl OC Umell mon" - I.WO,1){. ,Ol. D.eoll d-;;;;;;iiT... lnalrucllonll 10'l, Prine,",j .l1IOOnl or now 10'""\ 66 OOO,OC ,01. Solll.m"l ,hlr"" In ..II" (lIno 14001 7 513,~3 ,OJ, D.lllln" 10,;;1;) laken IU~OI 10 . 10f ''''-Ill'" loanl,\ liken ,ubleel 10 104, lOI, ""oil of nlll Olon'...lo.n 10" lOl, r.vollollCC~l1d lIIon"."olo," 1OG, '01, 107, lOT, INIIl!RITANCD'rf\X P.\C"OW em 208, lOS, Amoonl of 0,;"-;11 "clAlncd bv' broker 1 , 1n9, 109, ZOP, CLOSINO com CREorr 2 000.00 ,09. CLOSING COSTS CREDIT 2,000,0( 100b J091, M'ullmOnU 10' II"'" un'.ld bv lOll., Adlu'lmonl. lor 110m' unnald bu ,oller 110, Cliv/tO'lln IIXl1 10 llO, Cllvllown 11m 10 111, Count. I.I~.. to 1I1. Coulllv 11'0' ~ m, N1ClImCIIIl 10 ll1. AUOUnlCllII 10 113, 1Il, 114, lit 21$, ,l', ~:~:']iJj[~ . . lI6. . . " 1I1, SELLER IS RESPOOSIBLE 'ro 111, . 'OilY m, PA" F1N/'\L SEWAGE aILL 1I9 . 119, no, '\'OT1d, AMOUNTS l'^JD ~ 69,000,00 110, TOTAL RI!DUCTIO/lS IN ~ 14 I 633.43 BY 0 I IN DRlIId,P OP DOAAOWDI\ AMOUN"lJUn SllLLI!R 100, r: rAT 8\l'rrL.l!MDNT PROMffO DORROW 600, CASH AT sern..llMENT TO/PROM S"~LER r~~ lOJ. GrOll ........nl d~. rrom borrowor IIn. 120\ 73 670,07 60J. OrollllOouIII do. 10 "II., iii.. 12.QL 502, Leu ImounlO nlld by/ror borrowor mil. 110\ ( 69,000,0< 602, Le.. reduction, In llOOYnl due lollc01lnc ,nO) 3OJ, CASH III From o 'To BO~OWER ~ 4,670,07 60), CASH l!IlTo 0 Pr~m SELLER ~ 55,S76.1d - rADP-1 lllJt\dI1,UllliD.IIlPA.IfROOU STOPPED . ' " , . . ~ I, ROBIRT H. SCHWARTZ of '14 w..t P.nn street, Carli.le, Cumberland County, Penn.ylvania declare this to be my la.t will and revoke any will previou.ly mad. by m.. ITSH ONII I direct th.t all my d.bt. and fun.r.l exp.n.e., including ~y gr.vem.rk.r .h.ll be p.id from my re.idu.ry e.t.t. .. .oon .. pr.cticabl. .fter my d.c.... .. . p.rt of the expen.. of the .dmini.traticn of my e.t.te. ITBM TWOI I .p.cificelly devi.e my real e.tate located at 4231 Oreenridg. Road, Borough of Castle Shannon, Pitt.burg, Pennlylv.nia to my two sons, TIMOTHY R. SCHWARTZ and THOMAS A, SCHWARTZ, Ibare and Ihar. .lik. per .tirp.l. ITIH THRIll I giv., d.vile and bequ.ath the rest, r..idu. .nd r.m.ind.r of my eltate to my two lonl, TIHOTHY R. SCHWARTZ .nd THOMAS A. SCHWARTZ, share and share alike per .tirp... ITBH FOUR: I appoint CAROL MARANO Executrix of this my l.st will, ITBH FIVSI I appoint CAROL HARANO guardi.n of any prop.rty which pa..e. to any perlon under the ag. of 21 y.ar. and with re.pect to which I em authoriz.d to appoint a guardi.n and have not oth.rwil' sp.nifically don. 10. S.id guardian Ihall have the power to u.. incom. from time to time for the ben.f1ciary'. .ducation, .upport and w.lf.r. without reuard to his or h.r par.nt'. ability to provide :~r .uch educ.tion, .upport or w.lfar., or to make paym.nt for thes. purpo.e., without further re.ponsibility, to the b.n.ficiary or to the b.n.ficiary'. par.ntl or to any per.Qn taking care of the beneficiary. Said guardian .hall admini.ter the .eparate and equal .har. of .ach b.nefici.ry until he or .he b.comes 21 years of age, at which time the share of each b.neficiary r.m.ining in the guardian.hip account .hall be p.id to said ben.ficiary in fu\~. In the .v.nt of the de.th of any b.n.fici.ry .fter my dec~a.e .nd prior to reaching the .ge of 21 y.arl, hil or h.r sh.re shall be diutributed equ.lly to the .urviving children or child to b. admini.ter.d in accordance with thi. guardian.hip provi.ion. ITSH SIX: All estat., inheritance, .ucce.sion and other t.x.., impo.ed or payable by r.a.on of my d.ath, and intere.t .nd p.naltie. th.reon, with r..peot to all property oompri.ing my groll e.tat. for tax purpo..., wheth.r or not .uch prop.rty pa..es und.r thi. will, .hall b. paid out of the prinoip.l of reimbur.em.nt. ITBH SBV!NI I direct th,t my p.r.onal r.pr...ntative ~r guardi.n Ih.ll not be r.quired to give bond for the faithful perfor~.nce of th.ir duti.. in any juri.diotion. ITBM BIOHTI In addition to the right. and power. given to the fiduoiarie. by law or els.wh.re in this will, I give to my Bxecutor during the full time n.o....ry and tor the , '. . . . admini.tration at my ,state the tollowing rights and powar. to b. Ixerai.1 in hi. .ole di.oretion. A. To retain any rial or per. anal property whioh may at any timl form a part at my I.tat, .0 long a. he or .hl dllm. it advilabll. B. Ta inve.t 1n any real or per.onal property without rl.triotion. to Ilgal invlltment.. C. To repair. alter, improve or loa~e tor any period at timl any rial or per.onal property and to give option. for l..s.... D. To .111 at pUblio or private .ale, tor oash or oradit, with or without .eourity, to exohange or to partition rial or personal property, and to give option. for lea.e.. R. To makl di.tribution in kind. F. To oompromiss olaim.. IN WITNBSS WHBRBOP, I have hereunto set my hand this ~o~.y of Oc,f. . ("'8'1 , 1989. SIGNBU~~ H.4~ ROBBRT H. SCHWARTZ Th. pr.o.ding in.trum.nt, oonsi.ting of this and 2 oth.r typewritt.n page. .aoh id.ntitied by the .ignature of the t..tator wa. on the day and date thoreof .igned, publi.hed and d.olar.d by the testator therein named as and tor hi. lalt will, in the pre.eno. of us, who at his request, in hi. prl.eno. and in the pre.enoe ot eaoh other hive .ub.orib~d our naml.. ~. J2~~ COMMONWEALTH or PENNSYLVANIA I 1 SS COUNTY or CUHBIRLAND . If.C~"'t~1'{..."c. K..\\..I~"\ and C0'1's4rlu ~. ~N~fCi wi tn..... whose name. are .igned to the attaohed or forlgoing instrum.nt b.ing duly qualified aooording to law, do dlpO.1 and .ay that WI w.re pre.ent and saw the te.tator .ign and .xeoute the instrument as his la.t willI that hi .ign.d willinglY and exeout.d it a. hi. free and voluntary let for the purpo.es therein expre.sedl that eaoh or. us in the hearing Ind .ight of th. te.tator .igned the will I' witn.....1 and that to thl b.st of our knowl.dge, thl tl.tator wa. at the time 18 or more year. at age, of sound ....... o".r no oon"r.'" ~ ---c:.. ~ m'7' .~ twO.Jto Sworn .nd ,ub.oribed t-~ to b.fore m~ thi.~d "ay f ~~nb-tA- 1989. -5 NotARIAL SEAL KAR~N F. BVERS, NOT MV PUBLIC BORa OF CARLISLE, CUMBERLANO COUNT V MY COMMISSIOIIVlPIRES MAnCil II, lnl . . \, ,. :1 [ \, i " '," I, " I. I;:' I, ::.; ", "'i .. ., COHHOHWIALTH or ,IHNSYLVANIA COUNTY ~r CUHIIIRLAHD I, ROIIIIT H. :l.nltrullllnt, hav:l.ncr al IIY .l..t aot 1!or the :;or~~~1!1!:l.rlllld to ~~.. -&'.A~hA- oliN;;;;' 'Ub~ NOTARIAL SEAL IlAREN F. BYERS, NOTARY PUBLIC eoRO OF CARLISLE, CUMBenlANO COUNTY lAY COMMISSion EXPIRES MAnCH 18, 109' II It\' " , 'I " I, II', " " , " " , '" I, I, , , , It" ,. " ,I, '" ,..' ,y, " , , ,I, , " "Ij " , , " " , " ',1,. .,,1 '\' I' 1 , ,.' ,. ,1',\ ,I' , '," 'i'; " t,"'\ " ,',1. ':" L" '-1; ','I' I '1'1' , i ~ ' " ,: , , ,I, . IH' I' , I ,1"', II i, " , I,' ,'j, ,I' ", 1 '.1 " " " " 'I ''1' ,",', ., " ,', '<j, '.' I ;, 'j, II. " I, " " 1 ISS I attached laW, do ROIIIRT H. SCHWARTZ " .and acknowledged before 1989. . m. . fJ,. thl1 "'(1 da,. , .; I ',' " I , I. '" II',', ,,' , II, I, '! ,I I, I' I 1,1 ,. " I' " " " " '1,01,. " ,.' , " '" . .,. ,,' ,. '.. " " , ,. , (I'; I',!!, , , ,. I. 'I' " I' " ,.1, .1' I" , " ,-" '1 I /. ", Ii , " ~ ' ,,. " " 'i i"').' I' " " "I,. '" ,. I " '\ \.;, , I " ," , ~ , ,. '" " .Ii " ,1,1, ,\ " "I. ,n. I'" ". " ,1\. T' ", " 'p, ,JI' jI" " " l'I',i ;1,' " , , " ", " " ,", , , , " " ," I, ,. " " , 'I l " " " ,. , " , "I' " 'I, ", " " I , ')\1 j. it I,'i I'" 'I ,. " , I " 'i, ',1 ,. \, , ,. " \I 'I \, ,. Iii' , I. '/. 11'1, ," " " ,I,. ,. I' ". ,I! " d;.I",'" ,\-,. "1. (. I, I', , " \ " I' /. '" '", I "" .-, ,.. ..", fl': a"~ ..~. ,_ .... " , . r""-'- .-.. ----. ..... .-. .. -. -.., ....-,.,.,. - . . ~ ... - \. ,-- "-'- ....;, ...~.- j'-" ...-. -- _..~ ....-- -.-- ~..- " RECEIVED 'ROM, & ACN ASSESSMENT flI CONTROL ItlI NUMBER , ~ t, AMOUNT GIl.ROY HUBER'r l( 4N HANOVER STREET 101 .1.000.00 CARLISLE, PA 17013 BSN I:!OEl-Se-6B03 IRS!) \II o ./e7/96 e e/eb/96 CUMBERLAND ReMARKS 11/04/94 EMILY SCHWARTZ c/o HUBERT l( GILROV CHECI<41 14B IIU E6li1 m TOTAL AMOUNT PAID . '1,000.00 SEAL 'I .-/ I , "(.,. .,.it,-W REGISTER OF WILLS , . . d,"'~l ....-. -....... -. .....-....- --.. .--......~.'~_ "'-,'-;--' -;'," '~''''!.'--r' "_.~ ....... '-;'"'- ...._.~ _.. .--:... -.,..... ,-_. -.-)~. ___._ .__ ",r __._ _-.- ....._ '-",'-rt', '4 'I : " ,I ,'I ;, \ ,l .t-.~.. . ". ,..... I .' "" " , "... ..... .._ ..J .."_....-q, j..... n" ' -,...,.,....~_.'l~.-......... ~ -. 1-1' 1, ,....,1 ',... . " .1 i. J.'_",',L..::'.'-';t1:p...,~'. '\ I. . , i ~._._. \. , I PAVIIINT. DetlClh thl ,top portion of thh HoUet end .ubIIU with your PIVNn' ndo plvlbl, to 'hi' NlIM and Iddr... prlnttel on the r,vlr.. lAde. If Rt!J1DfNT IHiCEDfNT OIk. .hook 0' ...... o,do, ...ob.. 101 REGISTER OF WILLS, AGENT, If NON"PEIlOONT DfCEDENT 01'" .hook or 1011I' o,do, p..obl. tOI COIIHONWEALTH OF PENNSVLVANIA. AU PIVII<<\t. recllyld ,h,ll be appllld flr.t to InY Int.r..t w,lch Ny be duI wUh any ,,,,Inder applJld to the tlM'1 ItfFUHD (C'Ul A r.fi.M of . hie credit, which WII not r.quelted ofl thl 11)( R,turn, "V be ,."utllttd by cOIPI_tlnt .... "Application for A,fund of P~.ylvanl. Inhtrlt~. Wld E.t.t. fix" (R€V~lSU). AppllclUonl Irl IVIUlbl, .t the OfficI of th. Rtgl,t., of Will., InY of 'h. 2~ Rlvenul DI.trlot 0"101' or frol the P,p.r'..n", 24-hour In,werlng IIrylcl "loMb,r. '0'" fori' orderln'lI In Pannlvl",nla 1-&00-362-2050, outtldl PlfV'ilylvnnl. and within 10011 Harrl.burg .r.. (717) 7a7.aD~, fDD. (717) 772-2252 (He,rlng I.,.lr,d only), RfPLV TOI OUt.tlon. r.glrdlng .rror. cont.lned on thl. not Ie. .hould b. Iddr...td tOI PA Dap.rt..nt 01 AIV~, 'ur.1U 01 Indlvldu.1 T.MI., ATTNI Po.t A.......nt Rtvl.w Un1t, O.Pt. 1,10601, H.rrl.bur" PA 1112'.06~1, phone 17l7l m.nos. DISCOUNT I 11 .ny tI.IC due II Pltd within thr.. (3) clltndar ""th. Ift.r the dlC.dtnt'. de.th, . flvl puclnt (5:0 dhC!ount 01 thl taM pltd I. allowld. INTEREST. Int.rl.t 1. chlreed blvlnnlng with Ilrlt dlv 0' dellnquenoy, or nJne (9) .unth. end ant (I) dlY Iru. the d.te of dolth, ta the dlte of Ply..nt. rlllll whieh bee... delinquent befare Januuy I, 1912 bur Intullt It thl r.t. 0' .1M l6X) p.rctnt par IMUI e.leullttd It . d.lh ret. of .000164. All tl.1I Nhieh ble... dl1lnqutnt on end Ifttr Jenutry I, 1..2 will be.r Interl.t It . r.te which will vlry Ira. o.lendlr yl.r to e.llnd.r yl.r with th.t rite IMOWICld by thll PA DIPlrt.."t 01 R.v.no.. The ItfIPlleltblt Intlrllt retll for 1912 through 1996 lr'l Vllr Inttr..t Rlt. D.lly Intlr..t Feotar Vllr Interllt A,t. Ollly Int"..t FlOtar 1911 lOX .01054' 1917 'X .000147 I'll 16X .0msl 1911-1991 IlX .00OSOI 1914 IlX ,000SOl 199/ 'X ,~00147 1915 UX ,OmS6 1991-1994 1X .0001'/ I'" lOX .000/14 1991-1996 'X .000/41 ..Int""t I, c.leulatld II follotfll INTEREST . BALANCE OF T^X UNPAID X NUnftER Of DAYS DELINQUENT X DAILY INTEREST FACTOR uAny NotlCI h.u.d .fter thl tlM bleotll d.lInqutnt will "'lIct In Interllt olleultUon to flft.." <1S) d.va blYond the dltl nf the .....~.."t. If ply,."t I. tide .'t.r thl Int.r..t cOIPUtttlon alt. .hown on the NOtiOI, .ddlt1ontl Interllt IUlt b. ClIlculltld. REVo1547 EX AFP (12095-"1 COHHOHWEALTH OF PENNSYLYAHIA DEPARTItEHT OF REVEHUE NOTICE OF INHUITANCE TAM IURfAU OF IHDIYIOOAL TAKES APP~ArsENENT, ALLOlIANCE O~ DISALLOWANCE :~iS:=~lpA 111 11-06D 1 OF DEDUCTIONS AND ASSESSNENT OF TAX DATI 04-22-96 IISTATI OF SCHWARTZ'" ROBERT' -H -- FILE NO: 21 94-1044 DATI OF DIlATH 11- 04-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUINIT THE UPPER PORTION OF THIS FO~" WITH YOUR TAM PAVNENT TO THE ~EllISTER OF WILLS, NAKE CHECK PAVAILE TO "REOrsTE~ OF WILLS, AllENT" REMIT PAVMENT TOI /!t.. .~: .. j) 0./ ,. ACN 101 HUBERT X GILROV ESQ BROUJOS ETA!. 4 N HANOVER ST CARLISLE PA 11013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 AlIOunt R..I tt.d - CUT ALONa THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiIY:iiiii-ix--Aiiji-ilF9sY"iiiiT"icr-op-i:"NHiififANci-YA'x-"A-ppRA'iiiiiiiiir;-An.-OWANci-b-Ii--...-----....--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ISTATI OF SCHWARTZ ROBERT H FILE NO. 21 94-1044 ACN 101 DATI 04-22-96 TAM ~nURN WAS I (X I ACCEPTED AS FILEO I I CHANOEO RESERVATION CONCERNING FUTURE INTER~SEE REVER~ APPRAISED VALUE OF RETURN BASED ONI SUPPLEMENTAL RETURN NO. 01 1, R..l E.t.t. (Sch.dul. Al (11____ 2, Stock. .nd land. (Schedul. II (21 ,5, Clonb 1t4.1d Stock/port""r.hlp Intorllt (Soh.dule C) ISI 4. Hortgogoo/Not.o R.ooluobl. (Schldul. 01 (41 I, C.oh/lonk Dopolih/Nho. p.roon.1 Prop.rty (Sch.dul. EI (51 6. JointlY OWned proparty (Schldulo FI (6) 7, Tron.f.ro (Schldulo 01 (71 I, Tot.l Au.to .00 ,DO .00 .00 10,000,00 2.590.85 ..2.Q. (II 12,590.85 APPROVED DEDUCTIONS AND EXEMPTIONS I t ,DO 9, Funorol EXlMlno.o/AdIo. Co. ./"hc. E.pon... (Sohodul. HI (91 10, Dobt./Hortglll Llobllltl../LI.n. (Soh.dulo II (10) .00 U. Totol DoduoUon. (11 I 12, Hot v.l.. of To. R.turn U2 I 15. Chorltobl./Oou.rnaont.l I.quo.t. (Schldul. J) liS) 14, Hot v.l... of Eatoto Subjoot tc TIK U4 I NOTE I If.n ........nt WI' i..uld pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 .nd 18 will r.fl.ct figur.. thlt include the total of 6hh r.turn. .......d to d.te. ASSESSMENT OF TAXI 11, Aoount of Line 14 .t Spouo.l r.t. (ISl 16, Aoount of Line 14 to.ablo ot Lln.ol/CI... A roto (16) 17. Aoount of Lln. 14 t..oblo ot Coll.t.roI/CI... I rot. (171 II, Prlnclp.1 T.x Duo --.IIJL 12,590.85 .00 105,828,14 ,00 K ,03. 103,606.91 X ,06. 2,221.83 K ,15. UII ,00 6,216,42 333,28 6,549,10 TAX CREDITS I pAyNENT DATE 02-02-95 08-21-95 02-26-96 RECEIPT HU/lIU AA022184 1lA048152 AA1l2568 DISCOUNT (+) INTEREST (- I 236,84 1.61- (.6.36- A"OUNT pAID 4,500.00 821,43 1,000,00 - INTEREST IS CHARGED FROM 02-21-96 TO 04-30-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTlRI8T TOT AL DUE 6,510,30 39,40 .62 40,02 . IF PAID AFTER DATE INDICATED, SEE REVE~SE FD~ CALCULATION DF AODITIONAL INTEREST, IF TOTAL OUf, IS LESS THAN 'I, NO PAyNENT IS REQUIRED, IF TOTAL OUE IS REFLECTEO AS A "CREOIT" lCR), YOU NAy IE OUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,) ., AlIERYATlOHt e.,.t.. of decltdentl dying on or blfar. o.c"'r 12, 191Z .... Jf InV future Intarllt In the lltet. II tr.",f.rrtcl In po.....lon or enJovwent to CI... . (ooU,t,r,O btnlflol,ri" of thl dlclden' .ft" thl .xplratlon of tnv IItlt. 'or 11'. Dr for v..r., the COHonwtlUh her'bv ,)Cpr...h r...rvII thl right to tpprallt and 1.1.... tran,'.r InhtrltllnClI 'IXII It the lawful ClI" . (ool1,'.r.U r"t. on Inv luch future lnt.rllt. fIURPOSE lIl' HOTlCEl To fulfill the r.qulr'MOb of Slatlon 210\0 of tht InhtrltMcI end E.t." fBK Aot, Act 22 of 1991. 12 P.S. SIGtI... 2140. PAMNTI DetlCh the top portion of thh NoUel 1M luaU with your Plv..nt to thl Rtglttlr 0' N11l1 prlnttd on tM rlVlrll t1de. ""IIol<, chook or ..... ordor p,.obl, to. REGXSTER OF MILLI, AOENT All pIYNnh ree.lvld thlll first blepplled to any Interll' which ..v be due with any rH,lndlr IlfIPlhtd to thl '1M, REFUND eeR)l Ii r.fund of . 'IK oredlt, whloh WI' not r.qve.tld on the TIM R,turn, "v ba reque.ttd by c~latlng In "Application for Rlf~ of P.nnlvlYenl" IntMlrltlnCll and E,tlt. TlIC" (REV.UU), AppllolUOOI Ir. Iv,lhbll at tNt Offica of the Rltlltlr of Will" .nv of thl 11 R.venue Ol.trlct OffiCI., or bv oalllng the .p,olal 24-hour an,wert", 'Irv1e. nueblrl for fori I orderlngl In Plnnlvlvanta \-800-562-2050, outllds Plnnlylvanll ~ within 10011 Klrrllburg ar.. (717) 717-8094, TlJOt (717) 712-2252 (H.arlng 1lPllr.d Onh)' OIJECTlONSl Anv Plrh In Intlrllt not taUlflld with ttt. epprahtHnt, Illowanc. ur dhtllowtnc. of deduction.; or ......Mnt of tllC (JnClludlne d1leount or InhruU II lho..., on thlt NoUel IUlt otdtot within .lICty (60) dlVI of recalpt of thlt Notlc. bYl ADHIN lSTRATlVE CllRIIfCTlOHS I ."wrltten prot"t to tha PA O.partlltnt of Aevlnut, 10lrd of App..h, DIPt. 281021, Ulrr1lburg, PA 17128-1021, OR --lltotlon to hlv, tn. "UIr eNtlr.lned at audit of thl Moount of the p.rlonal r.prllantatlv., OR --""81 to thl Orf)tllnl' Cour t. FlHltUll Irrort dltcoVlrtd on thlt IUIG...nt lhould bt addreuld In writing tOl PA OIPlrtHnt of RIVlnue, lu"'''' of Individual TaICII, ATTNI Po.t A.......nt RIVllw Unlt, DIPt. 210601, Harrltburg, PA 17121-0601 Phone (717) 1I7-65OS. S.. pep 1 of thl boGoklet "Inttructlont for Inherltanc. TIM R.turn for. Auld,"t DectdM\t" UtEV-lSOll for In ..plen.Uon of IKMlnlttrttlvelY eorrlotabh .rror.. DISCOU!tT. If any tel( due It Plld MAthln thrl' U) ollandar IIOnthl .ftlr thl dlold'nt', dlath, a five p.rcI"t (SiC) dlloount 0' thl tllC Plld 11 aUOWflt. INTEREST. Int."ut 11 chtrpd beginning with first day of dtllnquanoy, nr nine (9) lonth. and ona (1) day frol the dltl of .Ith, to the dlte 0' Ply""t. TlIC.. MhJch bee... dlllnquent b,fora Januarv 1, 1982 b..r Inttrllt It the r.t. of ,tIC (6iC) percent Plr annul cllcullttel It a dally rtt. u' .000161t. All tUII which b.cHt dtlllnquent on and I,tll' Jenulrv 1, 1981: will bltr lnttr..t It I rata which will vary froe oal,ndar Vllr to calendar VIII with thlt ,.11. IIf'Ir'tOWMIId by 1he PA DIPlrt""t of AIVlnut. The eppllcllble Inttrllt retu for 1982 throu~ 1996 lrel !!!r Inttrllt Rlt, DIUy Inte"..t Faot!!! :!!!r Intlrllt Rlt. Dalh Interllt Fllctor I'll lOX .000541 1'1' 'X .000147 I,n 16~ .0004H 1'11-1991 llX ,000101 I'" IU ,000501 1991 'X .000147 I'll ll~ .000556 1991"1994 7X ,000191 1'16 10~ .00017~ 1" 5-1 99A 'X .000147 --Inttrllt I' calculatld ., foll~11 INTEREST . SALANCE OF TAX UNPAID X NUnlER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Hotlce IlIued after thl hI( bielaN' eNlInquant will reUlet an Inttr.lt allcullUon to flftten (15) dl~' btvond the d.tl of thl ....UMnt. If ply"nt II Ildl "tlr thl Int"ut oOlPut,tlon dltl ,hown on thl HotlCl, IddIUOMIl Intarllt "It be c81cuI81M!. V RIV.~~r.7 IX APP (12.94)_ C~AlT" Of PENMSYlVAM11 DEPAIlTllElIT Of REVElU IUllI!AU Of IHllIYlllUAl TAxn DEPT. IIUOI _"IURil. PA 11111'0601 /6'- 3~M ..../ NOTICE OF IHHERITAHCE TAX APpRAISEHENT. ALLOWAHCE OR OISALLOWAHCE OF OEOUCTIOHS AND AS'ESIHENT OF TAX ACN 101 DATI 11-06-95 PILI NO. DAti OP DIATH 11.04-94 COUNTY CUMBERlAND NOT! I TO IIIIURE pllOPER CREDIT TO YOUR ACcOUNT I SUlHIT THE UppER pORTION OF THIS FORH WITH YOUR TAX pAvHENT TO THE REGISTER OF WILLS, HAKE CHECK pAVA'LE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 11013 \_-= A.....,t ]..IHod 1 CUT ALONG THI9 LINI ~ RITA IN LOWIR PORTION POR YOUR RICORDS ~ iiiV:Ulif.iX.APji.n'F9iij.iiijTiCr.Op."iNHiiiTANCfTAX.APpiiAiiiMiiir-;.ALLOWAHCi.jiR"................ DISALLOWANCI OF DIDUCTIOHS AND A991SSMINT OF TAX ISTATI OF SCHWARTZ ROBERT H FILl HO. 21 94-1044 ACN 101 DATI 11-06-95 TAX AETURH WASI I 1 ACCEPTED AS FILED ( XI CHAHQEO SEE ATTACHED NOTICE HUBERT X GILROV ESQ BROUJOS ETAL 4 N HANOVER ST CARLISLE ~A 11013 RISIRVATION CONCIRHIHO FUTURI INTIRIST . SII RIVERSE APPRAISED VALUI OF RITURN BA91D ONI ORIGINAL RETURN 1. RI.l E.t.t. (Schedul. Al 2. stockl oncllondl tSohedul. .1 S, Clo..l~ Kold Stock/p.rtnerlhlp Int.r..t tSchedul. CI 4, IIcrt~.I""t.. Roc.I....l. (Sohedul. 01 I, C.ohIlonk Dope.ltI/HI.o. Plr.enol Prop.rt~ (Schedul. EI 6, Jclntl~ QwnId proplrt~ (Schldul. F\ 7, Tronl1.rl (Sohedul. GI I. Tot.l A...t. 149.500,00 ,00 ,00 .00 28.582.08. 1. 618. 3Z. ,00 (II (lI 121 (,)-- (41 m (61 171 119,160,40 23,380,19 63.141.1Z- Illl 1121 tlll 1141 8~ .Ii" In 93,231.89 ,00 93.231,89 ------ APPROVID DIDUCTIONS AND IXIMPTIONSI 9, F....r.l E.pen.../AdII, Co.to/Hho, E.pen'" (Sohedul. HI 191 10, Dobt./llcrt;191 LI",llltl../Llon. (Schedul. II (101 11, Tot.l QIduotlon' 12. Hot V.lUl 01 T.. R.turn 11, Cherlhbl./oo..r....nhl ........to (Schedul. JI 14, Hot V.lUl 01 !It.t. Subjoct to TI)( NOTII If.n ........nt w.. 1..u.d pr.v1oUI1Y, l1n.' 14, 15 and/or 16. 17 and 11 will rlf1.at figure. thlt 1nolude th. tot.l of !bk r.turn. ..ne"ld to d.t.. ASS!SSMINT OF TAXI U. -,-",t 01 LIne 14 .t Spau..l r.t. 01 I 16, -,-",t 01 Line 14 tl)(...l. .t Lln..l/Cl... A r.t. (16\ 17, Aoount 01 Line 14 t.....l. .t Coll.t.r.l/Cl... I r.t. (171 II, prlnclp.l T.. Duo TAX CRIDIT91 pAYHENT DATE ----02-'02-95 08-21-95 ,00 X ,03. 91.559.51 X .06. 1,618.32 X ,1S. (III ,00 - 5.493.58 251,15 5.145,33 RECEIPT HUIlIER 1'11'1022184- 1'11'1048152 DISCOUNT (.) INTEREST to) 236,84 4,23- AIlllUHT PAlO 4,500,00 821,43 INTEREST IS CHARGED FROM 08-22-95 TO 11-14-95 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCI OF TAX DUE INTlRI9T TOTAL DUI 5,560,04 185,29 3,89 189,18 . IF pAlO AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL OUE IS lESS TtIAN n. NO pAVHENT IS REquIRED, IF TOTAL OUE 15 REFLECTED AS A "CREOlr" ICRI. yOU HAV IE OUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I " . , tf,I'.", '" ,. " I'; " .' , " (,' d' " " . " " " " I'i' " " ' " ,. " , ., " ,. " ,,' ..,'" . .,,; , . " " ,. ,( r' ,:!' .' " I' " ," " " , " ," : . III_ATlllHi ..t.tll .f _t.' dVlIII ... o. bolo.. _. II. 1911 .. If _ "'tv" Intor.ot In tho ..t.l. lo tron.fo"od In ,,,"....1... 0' ..Jo_t to CIo.. I (ooU.t.roll _f1olo,I.. of tho _t .ltor lho .""lroUon 01 IllY ..t.t. fo, 111. o. fo, v..... tho C_lttl ho.lllv ."""..Iv "...... ,tho ,llht to .",.1.. ond ...... 1....lor Inho,lt_ ,.... .t tho l..fuI CI... I (ooU.t.roll rot. ... _ ""'" "'tv" Intorllt, _Of HOTlCI. '0 fulfill tho ...,1._10 01 IooUon 1140 01 tho IrIlo.l_ ... E.t.t. ,.. Aat. Aat It of 1"1, II P.I. IooU... II". ' PAVllEHT. Dot.... tho tOIl "".U.., 01 11I10 NoU.. ond .-It "Ith WOU' PI_t to tho ROIlot.. 01 Mill. prlnllll on tho ....,.. 01110. ........ _ o. ....v 0.110. p."..I. to, UGIlm OF NULl, AGBHT AU _to ._Ivld ""'II f1..t bo ."U"" to ..v Intor..t .hlen .V bo M "lth ..v ._Indo. "",II"" to tho toN, RIfUND caUl. rl""'" of . tax oredlt, which Will not r"".~1d on the TIllil Rlturn, ..v be r......ted bv "",leUne In ".."Uoatlon fo, R.I.... 01 ......It...I. 11'I..'It.... ... E.t.t. ,..- (REV-nUl. "'llo.Uon. or. ...1111I1. .t tho UIII.. of tho ROII.t.. 01 Mill.. any of tho IJ Rov..... DI.t.lot 0111.... o. by 01111.. tho ....1.1 14-hou. .,......1,.. ..,viol l'UIber. 'ot' for.. or.rl"11 In p..,lVlwnll 1-'00"162"1050, IKltlldl PtnnlYlml, ... wllllln 10011 .....1...... or.. (717l 7.7'.OM, TlID1 (7171 nl-IIJI (floo,l.. 1....1."" llnIV), DI.IClIOH1I AnY Plrtv In 1ntlnl' not aU,fled with tM ...'.1....,..., .UOWWtH or dlMUownoe of dIduotlon., or ..H......' of t.. UnoIUllI.. dl......t ., Int....UII _ ... thl. NoU.. ....t obJoot "Ithln '''tv (ID) din 01 ._Ipt of thlo NoU.. bY' --.,lttan P.ot..t t. tho PA Ilopo._t 01 R_. Ioo.d of ",,""10, Doltt. 111011. Horrlollu,.. PI 1711.-1011. OR .....lMtlon to MYI tM .Utl'" dlter.lned It ..It of the IIOOCQ\t of the ,.rlOMl rlPruent,UYf, OR ........1 to \hi 0,,"*,1' Court. AIItlIN IIWlIY! C_CTIIllt1. f.tuol ...... dl_."" ... IhI. ....._t ohould bo Iddro.1Id In ..111.. tOl PA Dopo._t 01 R........ 10.... of Indl_lduol 1..... .lTN' Po.t A........t R._I.. unit, Dlpt. 1'0'01. Hl..llbv... PA 1711'-0'01 PhonI (717) 7""'101. ...,... J of the baakl.t "lnltrUQUanl far lr.tMrUIftOI TaJC Return far. RII.dlr1t ~t" (ArY~lS01J far '" 'xPl~tlan of IdIlhlltr.tlvelw oa,reotlbl. "'0'1. If .... t.. M to p.ld "Ithln th... m ..1_. _tho .It.. tho _t'. doolll. . II.. PI"..t CIXI dl......t of tho t.. Plld to .11_, .01_' INmlEIT. lnt....t to .....ood botolml.. "Ith lI..t doy of doll_y, ., nIno m _tho and .... III dlv f.oo tho dll. of dooth. to tho dot. 01 PI_t, 1.... ""Ien _ doll.....,t bofo.. _.v I. 1"1 boo. Int....I.t tho rltl of ... IOXl po._t po. ..... oolovl.tld .t . dollv ..t. .1 .001104. lilt.... .hlen _ doll_Ion ifill In., JInuI'~ 1, l..r will bier Int.,..t .t . rlt. which will v.rv froa 0I1tnd1r vtlr to eltendlr VII' ~Ith thet rlt. erwMMMld by thI Pi! Dlpartelnt ef R.v.,.,.. The ...lIClbl. Int.r..t r.t.. 'or 1M' thrDUlh 1"1 Irll '!!!!: Int.rllt ".tt OIllv Int.r..t Flater !!!! Int.r..t Rlt. DIlly Int.rllt FlCtor I'" lOX .000141 1"7 9X , 000 147 1913 lex .OOOU' 1911-1"1 IIX .010101 1914 IIX ,00OSOI 1"2 9X .001141 I'" m .000S16 I"J-I994 1X ,000191 1911 lOX .000174 1"- 9X ,010147 nJnt.r,.t 1t calcultted .. faUawl1 IImIUT . .ALAHCI OF TAlC UNPAID X IMlIIBIl OF OAV' DBLJHClUEICT X DAILV IIl'tBUIT FAC'fOll ..My Noll.. I....... .It.. tho t.. _. doll_t "III ..lIoot III Int....t ..Iovllllon to flit... (Ill diy, bovend tho dot. .1 tho .........t, If p._t I. _ .n.. tho Int,,"t ......t.Uon dot. "- on tho Notlol, IddltlOftlI Int.r.,t lU,t be o.loullt~. ! Of-3-/f} \ IURBAU O~ INDIVIOUAL TANes IIH"ITAW;~ lAX OIYIIIDIl DEPI. /IOUI IWllUlJUlO. PA 11111-060\ COMMONWEALTH OF PINNSYLVANIA DIPARTMENT OF RIVENUI INHERITANCE TAX STATEMENT OF ACCOUNT - IIf.IUlII m U1.H' HUBERT X BILROY ESQ rsROUJOS ETAL 4 N HANOVER ST CARLISLE PA 17013 DATI ESTATI! OF DATI OF DEATH FILl NUMIIR COUNTY ACN 05-20-96 SCHWARTZ 11-04-94 21 94-1044 CUMBERLAND 101 AlIOunt Naill Uad - ROBERT H c MAKE CHECK PAYAILE AND RIMIT PAYMINT TOI REBISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE, To Inlura propar aredlt to your ..aount, IUbMlt Iha uppar porI Ian of thll farM wllh your la. pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. itiV: nii" - iii" APp-r 0'3:96"1"""" -- ..." fN'H!fi iT Aile!". TAX. -iT'ATSHi"N'T. OF - AifC'iiiiH"i. - ii...........""...."" - -.. ESTATE OF SCHWARTZ ROBERT H FILE NO. 21 94-1044 ACN 101 DATE 05-20-96 THIS STATE"ENT IS PROVIDED TO ADVISE Of TIlE CURRENT STATUS Of THE STATED ACN IN THE NA"ED ESTATE, SHOWN ULDN IS A SUNNARV Of THE PRINCIPAL TAN DUE, APPLICATION Of ALL PAV"ENTS, THE CURRENT BALANCE, AND, If APPLICABLE, A PRDJECTED INTEREST fIOURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-15-96 PRINCIPAL TAX DUE, 6,549,70 PAVMENTS (TAX CREDITS), PAYMENT RF.CEIPT DI SCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 02-02-95 AA022784 236,84 4,500,00 08-21-95 AA048152 7,61- 827.43 02-26-96 AA1l2568 46,36- 1,000,00 04-30-96 AA1l2797 ,62- 40,02 . If PAID AfTEN THIS DATE, SEE REVERSE SIDE fOR CALCULATION Of ADDITIONAL INTEREST, ( I~ TDTAL OUE IS LESS THAN 81, NO PAV"ENT IS REQUIRED, If TOTAL OUE IS RE~LECTED AS A "CREDIT" (CNl, VOU KAV BE OUE A REfUND, SEE REVERSE SIDE O~ THIS fOR" ~OR INITftUCTIONS, I TOTAL TAX CREDIT IALANCP. OF TAX DUI INTEREST AND PIN. TOTAL DUI 6,549,70 ,00 ,00 ,00 0 1:~ '0 (/1 :'-t )I.\ L' N 'I a. ( I " '. i 'l, r.c. N .I \.. >- \', ~ { \1\ , Cl .'" "J u ij' 'rJ hi r: ij,lCI: F" 0: 08 PAMNT, DetHh the top portion of thit Notlel 1M ,uNit with your PIVllnt Itdt pAYable tu the n... ttnd addr... prtntlel on the r.vlr.. "de. If RtllDENT DECEDEN' lok. chock or 110I1., ordor p....1. tOl REGISTER OF IIILLS, AGENT. If IIOH-RII.IDEN' DECeDENT lokl chKk or 10M' ordor p....1. to, COltlONWEAL TH OF PENNSYLVANIA, All Plv-ntl r.a,lvld ,hili be 1IPP1Ied flr.t to IIW tnt.rll' which II'; be m.. with eny '''llnder 1lPP1Itd to tM tlIC. Rf'UHD ((JO, A r.fund of . tllC credit. which "" not r.qulttld on tM T"II Rlturn, "V b, r,quelted bv co.,.hUng In "MPUCltlon for R.fund of Penn,Vivant. InhtrltlOCtl and Elt.t. TIM" (REY~UU), .ppllo.Uoot Ire Iv,Uabl. It the OffiCI of tM Allht.r of Willi, IMW (If thl U R,venue Dhtriot Offlc'. Dr fr~ the O,p.r'Hnt', Z4-hour Intwlrln" ..rvlel nu.b4r. for forll orderlngl In Ptnnlylvlnt, l-aOO-S6Z-Z0S0, outtlde Ptnnlvlvlnl, 1M wlthlrl 100.1 H.rrllburg Ir.. (717) 717-11094, TOO' (717) 711-2252 (H..ring h.p,lrld only), REPLY 101 Queltlon. r.,.rdln. .rror. cont.ln.d on this notlc. 1~ld bI addr...ed tal PA Dep.rt.."t of Rev.nut, luro", 0' lndlvldutl Tllell, AlTNI POlt A.....nnt Rtvllw Unit, Dlllt, 2&0601, H.rrhbur., PA l11ZI-0601, phone (7171 1'1-610S. DJICOUIlI (f MV tlM dull ,. plld wlthln thrH (I) altend'r lonths eftlr the dlUdtnt'1 dllth, . flv. percent n:<) dJICOU'\t of thl tlM plld II IUowtd. PENALTY I The 15~ tilt ....tv non"p.rtlalp.tlon plnllty 11 co,put.d on the totlt of ttMI tilt and Inter lit ......Id, end not plld beforl Jllf'fUlry 11, 1996, the flrlt dlY .ft,r the end of the till IIn..tV plrtod. JNTER!ITI Jntlrll' II chlrOld bltlnnln. with flrlt day of cktllnqutMY, or nlnl (9) ItOnthl wld ont U) d.y frOl thl dlt. of delth, to the det. of PIYNnt, Tllell which ble... delinquent be fort JlI'lUarv 1, 191Z bI.r Intlr..t at thl rlt. of ,he (6:() Ptrcant per IMt..- aalcut,tld It . dllh rete of .000164, All t.MaI which b.a... delinquent on tncI Ifter Jenutry 1, 1911 will bur Inttrllt .t I retl WIlleh w111 vary frOl elllnd.r Ylar to clhnd" Yllr with thlt ret. 1nROWlC" by the f1A OIPartHnt of RIVenut, The appllcabl' Inter..t r.t.. for 1982 through 1996 .r'l V..r Interll' Rilt, 0.11'1 Int.r..t FlOtor V..r Intlrett A.t. DillY Int.r..t r~'or 1911 lOX .000541 1911 91 .000141 19n 16X .000451 IUft-I'" III ,ooom 19M IlX .ooom 1991 9l ,000141 1911 UX .000116 1991-I9'M Il ,000191 19" lOX .ooom I99S-I996 91 ,000141 ".Inter,IIt 'I c,lcuhttd .1 folllHfll INTElElT . BALANCE OF TAX UNPAID X HUHIER OF DAYI DELINQUENT X OAILY INTERElT FACTOR ".Any Notla. IcIUld .fter the tll( btcOMl. Millnquent will refl"t In Int.rut cIlculltlon to ""Nfl US) dlY' bevond th41 d.tl of the ........"t. If PIVMMt II .~ .ft" the lnttr..t aOlpUtlUon d.t. .hown an thl Hotle., Iddltlonel Int.r..t IUlt b. Cllculftt.d. I ,.. ..-. '~l-" ~ .' ;r ..1 , " -..:. , . 1 -. I I '::)- i '1\ c~. , I I., , ., ...... q. .1 ~.~ I.; d, , , II' u .; , :Z: g ~ '~ ~,~ :S ~. ~ ~ z ::r: ~, ~ ~ . :(, " CEl Vl ~ >- ~ ~. 7: ~ 0( X'~ ~ ~ ~ ~' l) <: 7. ~. 1/)" 'If o .... .~ .~ !Xl ;, ,", , ..,...1. "If "', :,' '\ I t, .......~'~..~....'.....,., . ., " I. I. , , " . I, '. , , , , ,<' ,. 'd ,,~!H, ,,~\i.')1 '~nl.,.I,\ , .. 'I'"~ 'f I ~ ~ .. - ... ,)' .. .....,.,....,. 'f '; I I , ~ I I I't: . 'I q I I' i' .I~ ". " ",1,1 '/-,a" " I': " 1'1\ ,'., , ," '" I, 'II, " j" " " ",- , j ~ ' " ii'_ 'ii ". "'1 , ' t' " ~ j . I" " ,I., \' I /. I I " " :,' .. 'Ii " . ':,i ; ,I' " 1'\ " , \ , I ' .~ >" ~ , 'I..' I ' " . . , ft"~ \ , , ,~ll_ . \ ,,',' I".' ':1 <,I, " " '" tI". ';'~\' ',J 1 III, '(' ,l "1,', ' '('1. " " I " ,. " ,q ,',1 .j' " I; " " \"",0 r ,. " /", I. , ;;,\,' II ( , I ~ : f ~.. ';. I ,,' ., , I', "t I',' ,\ ~, '.' '/~ , ',t. 'lji "', .., ' f, .~ ," ~., -. ') I,' &'tf,', ,. il .\ r:," .f' ,r, \ "1.1, i :<' I " j' / '1\ ';, , I I' I I ',f ! \~ ,j ~. '; 11 t" ' ~ :4 " , '. \it I , ..j~ ..;' " " .. " I . 'I I I " V' ./, " I , , , .e. ,~' \ I, I' " 1 'I" 't -.J ",.. -0:..' _r~' _._~,.,..~Tr~:-l'.~ JJ~' 41 J .l,-i'J.... ""...'" . 7' "I f""''''l:O_' "j: .,', ; " j " f(!J~ - 13 7.3' 10HN H, BROUJOS HUBJ!RT x, OILROY CHRISTOPHJ!R C, HOUSTON BROI)JOSI GILROY 8 HOUSTON, 1', C, ATfORNliYS AT lAW 4 ~IO"'TII IIANOVIll~ ~r"'lili" CARl,ISI,Il, PIlN1;'lSYI.vANIA 17013 717-243.4014 NON'TOI.\. fO'" HA"''''I~ftU'''O AREA' 111"188'1090 PN(1243-e221 April 3, 1995 ,Ms. Mary C. Lewis R~gister of ~ills Cumberl~nd County Courthouse Carlisle, PA 17013 R1D: IIstate of Robert H. Sahwarts ~ft t~ :r.J~ ... " nl n ('" c: 0 . . ''"\ ! ~ /..'..,1.. .' " " .., \'1 " i.. I .. c:J . , c:' Vi "(1(: ,') 1>;::, 1:1 ~. .... Dear Mary' ~ith respeot to the Estate of Robert H. Sohwarts at Dooket No. 21~ 1994"1044, date of death November 4, 1994, I hereby oertify that notioe of benefioial interest as required by Rule 5.6 (a) of the ,Orphan's Court Rule was served on or mailed to the following benefioiaries of the above oaptioned estate on April 3, 1995, 1. Emily L. Sohwartz 1158 Redwood Drive Carlisle, PA 17013 2. Timothy R. Sohwartz 1158 Redwood Drive CarliSle, PA 17013 3. Thomas A. Sohwartz 1158 Redwood Drive Carlisle,PA 17013 " Sinoerely yours" H.JJ;~llr"y I'" .' I ph , " I" I' d. .' .... ,,', " I, ,I' ,'h, 1 ,. , ' '. \ , ' " ll<, "j .I,.;, "'I.j , .. I ("Iij K':I,' l~l ,t, .: ~i ' . . : t, '( ~ I I. ;1 'rH, I' ,<,J .',:\1" r I" '~: ;'1 '~ :,') 1"-/ ,.::/ ','j ,i, '1',1, \ ;1 itl ,I' '\';.'1 "1' ,. ~' I 1"1 I ',l) ;"1' 1.1 ,," II, ,}!I ::::, '--~ij )\1 ""'1 '" I'" 'j' "I ;;:. , w' ;:~), , .. " " ,. ,...-,....-...1. .' ..-. ' ..,. ..., '",", .~ .t ~'" ',.,,'" ,. . I \, !' " , " , , I:. " I', , " , " .' 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','" "" "',.!r-.':' ".-.._,,~.. ,I, ,. 'U"" -"-~ .... . --r. ' - ~ . fl ' 'I' " _.1,. \ - "I,"'~'~~'.' ,{J-_ .,"'~':'~J~; ...., .' ... ._ I, : " , , ,", " , I " . ". .. " ., " I " \'j " " 'J""I , ,I, I. I "'1,'",\-" " .. . \ ., ,\', t,. " , \'.' .: ., " , , " "I, ", l/~:" '~~.t.' " ,. , ':1,. I" '" .' " ~~",' . < ,~" \;, 'i" , '" l' ~ III -t.. '" ,';4:" ",,, \ ' . I I ~ ,., " ., , .r ~~'..ff /', ',If, ~,_, > "," . "4,' I'.' I ~~. '.. J ','~ .. r." I j' '. "~":,f >,. j ," 1 I '~ .', I,., \ 'I I ) I. , , ,., ~," " ,) I ~' , , " " ,~' \' ... t, ~: ~. I ,t ............ " .. ",J .....L1' ':