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Home My WebLink About95-00756 . .,.. .,,;- .ot:-", - . , . ' ~; '-c ;.',- l)':,,',' ;,~J;\.~- , .- ' _ ~~~i~'YT " r-i,. ~)-". ." _i .~ ~' - ;j i~\ . :0 .." ... ,'"CD ,'.... a 1;; f-' .' PETITION ..OR PROIIA TE Rod GRANT 01' LETTERS No. ~/- q5 - '75& To: Eslall' 01 Kevin G. Schubert also k"o 11'0 os Reglsler of Wills fOT the , n,'('('a,w/. CounlY of -Cumbcw::J.and- In the Social S,'('urlly No. 1 R 1 - 4? - R R 1 q Commonweuhh of Pennsylvunlu The pelllloo of Ihe undersigned respeelfully repre'enls Ihut: Your pelllioneT(s). who Is/me IH yeurs of age or older un the exeeUI or in Ihe lasl will of Ihe ubove decedent, dOled ---Aug"" ~ 10 and codicll(s) dilled -1l / ^ nllmed , 19..!1..5.- ('UUI: ft'lcnmlcin:IIII1\lance., c.g. U'IlUlh:inllnn, \lcall1 or CUl:ulor. CIC.) Deccndent wus domlcllcd UI dellth in Cumberland h I" IllS! family or princlPll1 residence 01 -!lDlL...Ha rma n Tl3mnynn. DnnnQy'u;lIn1;1 (II" mct'I, number lInd lI1ullchlalll)') Counly, Pennsylvania, with AV~n'le. RnrO\19h nf Deeel1de!l!.lhen 43 )'earsofllge,dled !';ppl:pmhl>r 20 ,1995 01 HA~..-,:S4,hI?t:. /4 . E.scepllls follows, de.:edelll did 11l1lmllrry, was not t)ivorced und did nOI huve 0 child born or adopted after eseculion of Ihe will offered for probale; wus nUl the viclim of u killing and WllS neVer adjudlcaled Ineompelent: Decendelll at dcalh owned properlY wilh eSllmated values 05 follows: (If domiciled In Po.) All personal properlY $ 18,000 (If not domiciled in Po.) PeTsonal properlY In Pennsylvania $ (If nol domiciled In Po.) Personul properlY In County $ Vlllue of relll estOle In Pennsylvania $ shuated as follows: WHEREFOIU:, pClitioner(s) respeclfully reque~t(s) the probate of Ihe last will and codlcll(s) presented herewith and the granl of lellers-l;p" ~ a mp n ~" .. y . IIC\I"mt'nl;1r~': aLlmilllmallun c.t.n.; I1dmlnlurOllnn d.h.n.c.I.II.) thernn. '7 " ~ '0_ Zo:. ",t c E.g ft- -.P ,- Eo;: c - li ~ :.n G:~~. _bill C. Schubert --40A l-f,::arm;:tn AVAnup -LQmol'na.,--EA-UO<l1 OATH 01' PERSONAL REPRESENTATIVE COMMONWEALTII Of<'I'ENNSYLVANIA }' ::IS COUNTY Of<' Cllmbl>rland The pelltioner(slllbove.nullled swem(s) or UrrlTIll(S) Ihallhe 51lllemelllS Inlhe fOTegolng pelillon ore Irue and corre"1 10 Ihe he'lof Ihe ~nowledge und helieI' of pelilloner(s) and Ihut ns personnl TepTesen, IUlivel>lof Ihe ahove de"edelll pelilloner(s) will well nd ruly administer Ihe estllte according to law, 'a?v/ t: Sworn In or affirmed and SUbseribed~ befnre Ille Ihis ~.____ da) of P"lll . zfjTOB~ f '. (~~~ ,"":Y3: t.tLr,"'t"o1I .'~/.f,. . -Z I-U;f/ M:,<RY C. LEWIS I R"~I"I<'r I :' '" ';;;' il ;: ;;: ~ ~. ~,..hlJhpt'"1": No. .,1...a5....,5~ Estate of Kr-.,'~n" ~t""hllhpl"'~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOR F. R I', 1 Q Q Ii 19..9.'i-, In conslderalion of Ihe petlllon on the reverse side hereof, satisfactory proof having been pTesenled before me, IT IS DECREED thatche InsITUmenl(s) daled lmaust 30. ] 995 described therein be admllled to pro bale and med of record as the lasl will of K ev i n G. SchUbert, deceased, and and Lellers T.."t."mpnt." ry areherebygTantedlo P""1 l"' ~,.hllhp,,~ MARY 2~1 ~j(/. If] ~fJ1; . . f1,1I( ," 1Nrt/JI/"1J.. tlJ'l- '~, ". C. LE,' S Real"" or Wills FEES Probale, Lellers, Elc. ,..,..". $ Shorl Cerlificates( 5) .... . .. ... $ lfe'JilR.!l.tillm ................ $ 1:\" no 15.00 9.00 5.00 Georqe A. Vauqhn, III 25650 ATTORNEY (Sup. CI. 1.0. No.) 3904 Trindle Road "a~r J;P 11. pJ\ 17011 ADDRESS JCP Filed $ TOTAL _ $ 7Q nn OCTOBER 12, 1995 ................................... ?1?_O?I:\_01n? PHONE MAILED LETTERS AND ORDER TO ATTORNEY OCTOBER , 1995. " \." ' . .~,," ' . ' ~'"...,.--~~~_........;:,;~~_.- . d,'j- /195 -75& -- :~ \!~1~ -':~~-~-~~~;~~fJ~:t~;;:;;~ ::.*:1frr:~- . ...._'..._.~_ ,. """it v, L~0. ",. -'.~-, ,.:-:-:~:"""...",_i! "\ ?/~ >~f' ,",',. , .' " H' j~~j".~'" '~': ,{~,;i ',':~' ,<'i~' ~~ "i~~ilI,};';" i:/i!;" ., ',',: ".y:'" ,'",..'.,,', <':,.'~}~:~ "',":"-:'" ',", ",,,:,>;~:, '. .,.-::,.,:".-,"';; ',<,:, " ...',1 ,.":;:".,:,, :'\":",:'." ...,:"",;:;;,;'::/' <;:,':--' ->,;:,:,::'" ".:' ',/ ',"i~;'" ~ "',1:.;:'.fr.' '~"" ~. ":!" " , .. . ,'" '" it " f.~, . j~~; "~ ',~'E;'~.~jJi;~;j'fiJt " ," , , '." ' . p' .,.' ",',: , ' ,'. ,,' ,"'" <' "'t':;~ ," :.::::: ' 'If;\ ~';'i;~~;:;~k'X"~.;~~t 3:,.' 'C';';:~,' ",~ "".",';';, '. ," ", ,,',:" .;}, ,.', ;..' i:;',': ,,','0' ".~ ,':5:" ,~:::<~,iH:: III" "" ",,~,;;~ " ,..',r~~;, ." III :', ;:J,:,'~i~';,'; , ;".',;: "" ,',:,.,,! ':;, '," .- ,', .>,.,C>". ,",' ", ".- "..,'-.':," , ,"'" "''',' ,,' ' . "'c"):';" '..' ' 'E _t,J ;<I ::.,tf' ,", " , . ".l,.r~ ,0 ,:;', . ,. ,.." '" ,~ ::i' ,'-' ' . ' , -' :j'..,~-"'" ) \ ". , -' . = .. -" <~'".' . - ~, ,'. < -' - t . _ 0 - - . - ,- ..- - . , -:;' '~J J~: " -~ -;--.:~'~--' 8 all &,''1:. ~, " - ,\." .'<' ". , .:: .~)', " ,: -"!::J UU '(; 1~ ~~_\' , J;, ,'. ' !::', " ~-.::J' r'-".' .'" - " -~. .1',','.,; ~{r. T~ " ~"'.;' ,'-. ~ ~ WILL OP IBVIN G. SCHUBERT I. IBVIN G. SCHUBERT, of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last vill and revoke any vill previously made hy me, ITBH I. I direct that all my just debts and funeral expenses, inclUding my gravemarker and all expenses of my last illness, and any and all taxes and assesBments impoBed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall bo paid from my residuary estate as soon as practi- cable after my decease as a part of the expense of the administration of my estate. ITBH II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto. to my parents, PAUL C, SCHUBBRT and NEDRA G. SCHUBBRT, provided they survive my death by thirty (30) days and. if either of them shall predecease me or be deceased on the thirty-first day following my death, then to the survivor of them and, if both of them predecease me or are deceased on the thirty- ~ ~ first day following my death, then to such of their issue, per stirpes, as survive my \ ~ death by thirty (30) days, \ ITBH III. I give, dovise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherover situate to my parents, PAUL C. SCHUBERT and NEDRA G. SCHUBERT, provided they survive my death by thirty (30) days and, if either of them shall predecease me or be deceased on the thirty-first day following my death, then to the survivor of them and, if both of them predecease me or are deceased on the thirty-first day following my death, then to such of their issue, per stirpes, as survive my death by thirty (30) days, ITBH IV. I appoint my father. PAUL C. SCHUBERT, executor of this my last vill. Should my said father predecease me or othervise fail to qualify or cease to serve as 1 " executor of this my last viII, I appoint my mother, NBDRA O. SCHUBBRT, executrix of this my last viII. ITBK V. In addition to the other povers and authorities granted to .y personal representatives by PennsYlvania lav and by the other terms and provisions of this viII, I hereby give to my personal representatives the fOlloving poverB and authorities effective vithDut court approval and until actual distribution of all property: to co.promise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by tbem: to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor vithout restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, vithout regard to any principle of risk or diversification: to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at pUblic or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper: and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in tbeir sole discretion, ITBK VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any Jurisdiction, n -r~ IN WITNESS WHBRBOP, I have hereunto set my hand this .:>0 day of ~ ' 1995. ~;. -sfiudJ~LY- 2 '. , '. ~ The preceding instru.ent, consisting of this and two other typewritten pages, each identified by the signature of the testator was on the date thereof signed, pUblished, and declared by IBVIN G. SCHUBBRT, the testator therein na.ed, as and for his last will, in the presence of us, who at his requeBt, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~ \ ~ ~ C)\.~ ~ ~iL.~ --4?~n~. ~ ~ Bart DeLone 3 :~'.;: -, ~ .~." _,>'-".. _ ,.^~',_...,... ~'7 .~"." -'.'- '~'., . .,;-".,._.,.... ._", '.. -, .., COHHONWBALTH OP PBNNSYLVANIA ) ( BB.: COUNTY OP CUMBBRLANO ) The undersigned, being the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instru.ent as my last viII, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~v 1s:~LL~r;V K G. BCUUB T BWDrn or affirmed to and acknOWledged before .e by the testl~or r~d above this~t'h day of rtu.~ ' 1995. IllJIAllIAI.U IIlI JIIIllRl5SIIOP. _ PI-..: \DIOllI11lOlIll..~c:o..Pl '" Cl*IIISSIOIIIJPlR[I_ 7.1* COMMONWBALTH OP PBNNBYLVANIA ) ( BB.: COUNTY OP CUMBBRLAND ) WB, BAMUBL L. ANDBS and J. BART DeLaNB, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last will; that ho signod it willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that oach of us in the hearing and sight of tbe testator signed the will as witnesses; and that to the best of our knowledge, the testator vas at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. ~~~~Q~ B:;~ A~ ~_ c::;/<f. Bart DeLone 8vorn or affirmed to snd Bckppvledged be~~e li~s tT\ day of ~'3 1995. ~~~~ Notary PUblic tmIBIi IUI. LOU AHM GIIISSIHGIR. NOTNI'I PId LlllO'IHl BORO. C\JM81 RlloHD CO. "- MY CIIlII'~"'lUlR(5 APRil 7 \991 I :-;. 6.6 - :, ,~':'e..., COKHONW(AllH OF PENNSYLVANIA Dt:PAA1HEHI Of REY[HU[ BUREAU OF INDIVIDUAL I'X[S IJ(pr. lID'Ol HARRISBURG, PA 11Ua-0'01 . FILE NO. 21 95-0756 ACN 95156444 DATE 11-30-95 INFORMATION NOTICE ANO TAXPAYER RESPONSE II'.IUI U."11-"1 NEDRA G SCHUBERT 408 HERMAN AVE LEMDYNE PA 17043 TYPE OF ACCOUNT EST. OF KEVIN G SCHUBERT 0 SAVINGS S. S. ND, 181-42-8839 iii CNECKlNG DATE DF DEATH 09-20-95 0 TRUST COUNTY CUMBERLAND 0 CERTlF. ~"IT 'AY"ENT AND fDRHS TO, REGISTER OF WILLS CUMBERLAND CD COURT HDUSE CARLISLE, PA 17013 FULTON BANK hu provld" the D.p.rt.~t with the Infor..tlon lI.t,d belo" which hu blfMI u.ed In nlculltlng th.. potenUI' ... due. Thllr rlcord. IndJut. th8, It tM d..th 0' the .bov. dlCldlnt. yOU WI" . Joint o..nlr/banlflcl,ry of thh ICCount. If you f.., thl, Infor..tlon 1. Incorrect, P..... Obt.ln wrltt~ corrlctlon frol thl 'In~I.1 In.tltutlon, .ttech I copy to thl, for. ~ r.turn It to thl above addr.... rhl. .cc~t I. t..,bl. In 'ccDrd~c. with thl Inh.rlt~. TI. llw, 0' thl Co..anw..lth of P~~.yl~~l. ~.'Ion. ..W b. ....w.rad bV c.lllng \'1/) '.'-'Jll. . COMPLETE PART 1 BELDW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIDNS Account No, ?'218-25745 Dah 09-20-82 E.hblhh.d To In.ur. prop.,. cr.dlt to vou,. .ccount, two UJ copl.. of this notice .u.t IKcoepanv vou,. p.y.ent to t~ R.gI.t.,. of Will.. Hak. ch.ck p'w_l. tOI ~eghh" of WUh, Agent... Account U.lanu 1,013,34 '.runt Taxabl. X 50.000 Aaount Subj.at to To. 506,67 Tax R.t. X .06 'ohnU.l T.. au. 30.40 ,ART TAXPAYER RESPONSE DO, FAILUR!TO,R!SPONDWILL R!SULT IN AN OFFICIAL TAX ASSE8SMENTBAS!D ON THIS NOTIC!' .. l'\iI The .bov. Info,...tlon and t.ll due h correct. ~ 1. You ..v chao.. to r,.lt p.v.'nt to the R.glst.r of Will. with two cop I.. of thl. notlc. to obt.ln . dl.count or .vold Int.r..t, or vou '.v check ball ..... and r.turn thl. notlc. to the A~I.t.r of Will. and Bn afflcl.1 ........nt will b. I,.u.d bw the PA D.p.rt..nt of R.v~. HOfEI If t.M p.v.ant. .r. .ada within thr.. (5) ~th. of tha d.cadant', d.t. of d..th, vou .., deduct . 5lC dhcount of the t.M dUa. An, InfMrlt.w:e tn due will baeo.. d.llnquent nlM (,) IIDnth. .ftar the d.t. of d..th. [CHECK ] ONE BLOCK ONLY I. 0 Th. abov. ....t h.. be." ar will b. raported ~ t.. p.ld with the Pmn.VlvWlI. 1"".,HancI Till ,..lurn to b. fll.d bw thl dlc.dlnt'. repr..lntltlvl. c. 0 Th. Ibove Infor..tlan lkJ.ncarrect IN1d/a~.bh and d.ductlon. we,.. p.ld bV you. YDU lIU.t co..l.ta PART l!J and/or PART ~ b.low. If you IndIcat. a diff.rant t.~ r.ta, pl.... ,t.t. your ralatIon,hIp to dec.d.ntl pFfICIAL .USE ~~lY 0 AAF PADEPARTHENT OF;~,E.YENUE 'ART ~ TAX RItTURIl - CDI1FUT;.nDN LINE 1. Dot. E.tabll.h.d 2. Account sal.nca 3. Parcant T.~abla 4. AMount Subjaot to Ta~ 5. Debt, and Daduction, 6. AMount TaMabla 7. TaK R.t. 8. T.~ Dua C~ TA;: or.. ,",vIi,. /TnUST ACCOUi.iG ..AU 1 2 3 4 5 6 7 8 CLAIMED , ' 1 2 S X 4 5 , 7 X a (,V i .1 I I I I PART ~ DATE DEBTS AND DEDUCTIONS PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of T.~ COMPUt.tion) Under pan.ltI.. of parjury, I decler. that the facta I co_plat. to tha b..t 0) MY ~nowl.dD' and baliaf. ~~~i~Rf-.r;~,4// I I h.Ye report.d abov. ara true, corract .nd HDME (7 I 1 ) 7 (. ~ /.,/'/ 7 ~ WDRK ( ) TELEPHONE NUMBER /;.J.-Itl-Y~~ DATE -.... - -.... ~.., , r-.:-'---- -------------- -- - - -- -- - ._-~. - ---------- - ---- -' ,,,.. :"" ?~'i" . '.' ,~ ,,-, '~h, " j " " li~~",g~~~l~~IAt~~=:'~::~~~~~~~I.~~=~!:~:::::STATETAX. . ACN 1:2 ASSESSMENT III AMOUNT RECEIVED FROM: iii CONTROL 1:,1 NUMBER PAUL C SCHUBERT 9:l1:lb"'+'+ .e8.88 'lOB HERMAN AVENUE LEMOYNE, PA 170'+3 _fOIDHflf '()(DHflf ESTATE INfORMATION: ~ fiLE NUMBER ~ e 1-1 'i''i':l-07:lb EJ NAME Of DECEDENT (LAST) II DATE Of PAYMENT EI POSTMAR E COUNTY SSN 1Bl-4e-883'i' IflR~TI (MI) DATE Of DEATII REMARKS m TOTAL AMOUNT PAID .eS.8S SK SEAL PAUL C SCHUBERT AND NEDRA G SCHUBERT CHECK" 1eb8 REGISTER OF WILLS Q'1 ~..' ' RECEIVED BY J (/1./ ' / ' 4 (I'.' .j ,.J t 1/ ;I NAT R " , "/' / 7. MARY C. LEWIS ,.(: >'/(' ~"/r- REGISTER OF WILLS -------.-.-.-----.-----.-~.---~-----""'"";'------ ---.-; - - --: -:" -'-;7.- I ;.' ., " ;, ' 1 ~,' - ~ .' ~ --. .,. ..--" - ~ ~. ---_. --.---::-..-....A... ~ _~. f'" -1..-:_ -.......- CERTIFICATION OF NOTICE UNDER IWLE 5.6 (a) Name of Decedent: Kevin 0, Schubert Date of Death: September 20,1995 No, 1995-00756 To the Register of Wills: I certifY that NDtice of Beneticial Interest required by Rule 5.6(0) of the Orphan's Court Rules was served on or mailed to the beneticlaries and/or intestate heirs of the above-captioned estate as listed on Schedule A attached hereto on December 13, 1995, Notice has now been given to all persons entitled thereto under Rule 5,6(0), Date: 1..2/liJh- eor' . Vaughn, III, Attorney at Law 3904 Trindle Road Camp Hill, PA 170/1 (717) 975-9102 Counsel for Personal Representative \ ()(j 8 r;~ ,'.: . ,-. (H C1 ,.'1 1,'--::] .1>0 .- . ~-:; .. , . .....:.. \ . -. ~ u - ~A EXHIBIT A Mr, Paul C, Schubert H408 Hennan Avenue Lel11oyne, PA 17043 Mrs, Nedra Gill Schubert 408 Hennan Avenue Lemoyne,PA 17043' 'I.' i I , I j, I I , J, 1 i ,.. I. i ~. t.,';' !\ 1- _, r " ... ....,...---- -....-..--.. .. -~... ...., ,. ~. -'. .- r I " I r 1 i<,: "j i"i:"""l t,'. ~ ": ~'!i~ ~";" ~,~r ~;"h 11 ' ~; ~. , " .. \~,~, . -J./vt15-'7 trt .--- -" -- .- .- - --It -"~ -- ' -=--,' _..~, " ---- . . -'---'''''- NedfE-1J c;;. ~ch u 6p.l-1- , 708 J./<<er?1IP'" ,4-u-r PP~'~;;;~7~.HI f7~ 1>~'Y3- , CIlV ' St.l. Zip CW' t~m~,',~,-,. - R~:- r ,. .~t~~yi:" - .9.' f";r 11 E._..... OF Lo, '- L S" (/r; t/)J ~ ..''''''' f< (; t{ 1'$.7':;12- (!v rn J,(')... In. ....~A (2n.R.U'&LF-" ,'-; "j.:::~- ..- au (l.rg~~ v.s& , .....,.' "'" >," liD! 3 ~.','-.:J:'-'. ~ PA, .;.,..'::~:.,~ --.,,;:. I:' 11I1 '",111",'"",",11""","","11"",,,,11,,1,' \tV, , '. ! ~"; '1 ' /, ~.. ;C.' , . . ': ,.. ~ > , ....., . ",v.) .; ,"0. 'i.'~.1' ~ ".' '.! ":','" "I'. - i',' , <oc~., /'~ ' :'J" -;'.,., ~ .'111 "'j. ',';.,' '.. ,',- '.''''-'' .. ~. :... --. - -:.' . ", .j'.: "',"..,-,- " " . . . , .! . ~, I 1.:-, .... ~. .t. - ' : .f _'.. ..4._'.<.....,-: ........_..~.._. ~,.__w____. ~---..._._,_...__. '""'6. ~ -..-J, --- ",_....,. ~ -:- T f> --....._~! ! ~'; ."" '(]') ;iit}. i. , \ , i I ! \ , , , '. f j r, \ \ r" , . ! v /.5 ~ &O-s CJo~/ REV-1548 EX AFP (12-95*, CDHHOHWEALTH OF PfHHSYLVAHIA DEPAATHEHT OF REVENUE IUAEAU OF INDIVIDUAL 'AXES Dl:PT. 210601 HARRllauAG, PA 17121-0601 NOTICE OF INHERITANCE TAX APPRAIBEHENT. ALLOHANCE DR DIBALLOHANCE OF DEDUCTION" t. AND ABBESBNEHT OF TAX ON JOINTLY nELD DR TRUBT ABBETS OAT! 03-04-96 ESTATE OF SCHUBERT KEVIN G DATE OF DEATH 09-20-95 CUMBERLAND FILE NO, 21 95-0756 S.S/D.C. NO, 181-42-8839 NEDRA G SCHUBERT 408 HERMAN AVE LEMDYNE PA 17043 COUNTY ACN 95156444 REMIT PAYMENT TOT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.GUnt R..ltt.d CUT ALOND THIS LINE ~ RETAIN LOWER PORTIDN FDR YDUR RECORDS ~ i-iv=isiii-EX--AFji-iiif=9Sj------------------------------------------------------------------------------------ NDTICE OF INHERITANCE TAX APPRAISEMENT. ALLDWANCE DR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS OAT! 03-04-96 ESTATE DF SCHUBERT KEVIN G DATE OF DEATH 09-20-95 COUNTY CUMBERLANO FILE NO. 21 95-0756 TAX RETURN WAS. S.S/D.C, NO. 181-42-8839 (X) ACCEPTED AS FILED ( ) CHANGED JDINT OR TRUST ASSET IHFDRMATION FINANCIAL INSTITUTIDN. FULTDN BANK ACN 95156444 ACCOUNT ND. 2218-25745 TYPE OF ACCOUNT. () SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-20-82 Account 8&hnce Percent Texeble X Amount Subject to Tex Debts end Deductions Texeble Amount Tex Rate X Tex Due 1,013.34 0.500 506.67 .00 506,67 .06 30,40 TAX CREDITS: PAYMENT DATE 12-09-95 RECEIPT NUMBER AA082396 DISCDUNT (+) INTEREST (-) 1.52 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION DF THIS NOTICE WITH YDUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABDVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TD. "REGISTER DF WILLS, AGENT." AMDUNT PAID 28.88 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE IF PAID AFTER THIS DAT~I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, . IF TOTAL DUE IS LESS TKAN tl, NO PAVNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I . 30,40 ,00 .00 ,00 . ,-, .co__ I'.' , . ~:1i: "";"J'I';' ,~\j"I., ~~;J .: i:~~;~ it,:j ,\<. '!~ j;1j~1 1:\~(~ k.'~J~; 'l~l,i~ ;~ 1.:1 ~:~ ,'"o"'~ Aif ~;., i+h t;;~ ..;~. hl:- (4't ;~l \o[J , ~ I I;~j " ,- c , I"! '" (,1: .' " .:1! :i 00 -.. NUTla. To fulfIll the ,.ltqUJr-.ntl of SeoUon ZIU of the IntMrltWMlI Md E.t,t, Tax Aat, Act 22 of 1991. (72 P.I. SecUon 1140). ,".:;- ,';1 . ',~ , PAYtENT. DIItKh tM top portion of thl. NoUn Md .w.lt with you,. PIYltWlt to the A..l...,. of WIU. printed on the non,... .Sde. n twc. check Dr MnII)' orde,. ply_I, tal REOISTER OF WULI, 'CENT. AU P8~h recalv!ld _11 Un' be ~1Jed to MW lntl,.... ""'Ich ..w be dull, with WI)' n..1r""" IIPPlJed to the tn. REfl.N)(CAh " ""uncI of . tax credit, which .... not recru-.tad on ttHI taM: nturn, ... ba request.d by co.plaUna WI "Appl1caUon for bhlnd of Penn.)'lv.,..la Inherlhnca IInd E.t... TaK" IREV"Ul:U. AppUCIUDn. .ra IVIUabla at the DfflcI of ~ R....t.r of WIllI, WI)' of the Z1 A.venue DI.trlot OffICI. or by calling the .peela. Z4-hour WllWerlng ..,.ylel nu.ber. lor fa,.. a~de~lng. In Pann'~lvenl. l-IOO-J6Z.20S0, out,lde Pann.~lvenl. and wIthin loc.1 H.rrlsburg .r.. (717) 7.7-1094, TOOl (717) 772-2252 (Ha.~lng I~.lrad Only). {OJ t~. DlJE:CTIDHS I Any p.rty In Int.r..t not ..t1.f1~ with thtI ...~.I.-.nt, .llowanc. or dh.llowanc. of deduatlon. a,. ..........t of taw (InclUding dl.count o~ Int.r..t) a. ~ on this Notic. ..y object within .IMty (60) day. of ,.ac.I,t of thl. Hotlc. by, ...,,.Ittan P,.ot..t to the PA Dep.,.t-.nt of R.vanua, lo'''d of Appa.l., Dlpt. 211021, Ha,.,.isburg, PA 17121-1021, OR -...IMlting to have tha ..U.,. d.t.r.I~.t tha.aucllt of the account of the P'~.onal ,.ep,...ant.t1v., OR .......1 to the Drphan.' tou,.t ADHIH- I1TRATIVE CDRRfCTlDNI. Factual 'r,.o,., dl.cov.,.ad on thl. ......lInt should ba add~'...d In ..,.Itlna tal PA o.p.,.t.-nt of R.vanua, lur-.u of IndivIdual T'M.., ATTHI Po.t A.....-.nt Ravlew unit, DEPT. Z10601, H.rrl.bu,.g, PA 1712'-0601 Phone (717) 7'1-6511. lea p.ge S of t~ bookl.t "[n.t,.vatlon. far Inha~ltanc. T.. R.tu,.n far. R..ldant Decadent" (REV-II01) fa,. an 'Mplan.tlon of ~Inl.tr.tlv.ly aar,..atlbl. .~,.o,... DIICDUHT. If any t'M dua I. p.ld within thr.. u) c.land.,. ~th. .ft.,. the decadent'. de.th, . f!v. parcent (S~) dl'count of the t.. p.ld I. .Il~. INTEREST. Int.,..t I. ch.,.ged be,lMlna with flr.t day of dal1nquency, or nl". (9) IIOnth. and Dna (1) .~ froa U. data of da.th, to tha dirt. of P'YHnt, T.... which Me... iMl1J1qlMint befo~. J....,.y 1, 1912 ~r Inter..t .t the r.te of .Ix ('~) pa~cant pa,. annu. calcul.ted .t . d.lly r.t. of ,000164, All tax.. which Me.. dal1nquant on or .ft.,. J...,.ry 1, 1912 will b.... Int.,...t .t . ...t. which will v.~y Ir. qlandar y..r to c.landar y..r wi th th.t r.t. MnOUnCN by tha PA Dep...b...,t of R.vanw. The .,llcabla Int.r..t ,..t.. fa,. 1912 th~ough 1'" .r.. lair Int.....t A.t. D.llo" Int'r'..t F.C1ttJr XUr Inbr.d A.t. D.llv Int.r..t F8Cltar 1912 ZO~ 1913 16% 1914 1l~ 1911 In 1'" 1O~ .-Int.r..t II c.lcul.ted .. .01lS4' .oooue .ODll50l .01a:sS6 .00D214 followll 1911 1911-1991 I'" 1"5"1994 1"5-1'96 .X lU ox 7X 'X .coun .00UOl .000247 .GDUn .0DDZ47 INTEREST . BALANCE DF TAX UNPAID X HVKBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlcl 1.1Ued ,'t.r the tlM bacaae. d.llnquent will r.fl~t ~ lnt.r..t calcul.tlon to fifteen (11) dare beyond ttM eMt. of the ...........t. If P'YNnt II .acs. aft.r tha Intl,.,t COllpUt.Uon data shawn on tha Notlc., addltlDnll Int.r..t .u.t be calculltN. IS -(i,o -S- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS FOR OArES OF DEATH AFTER 1Z/ll1l1 CHECK HERE IF A SPOUSAL o C I I AI FILE NUMBER ~ REV. 1500 EX . (7-94) C A 0 H P L E P 0 C R C K 0 K P S co"'~mt.~W\\'bI',Pol\!Wil.l~ANIA HARRISRn~~.~\za'06OI D E C E D E N T DECEDENT'S NA"'E (LAST. FIRST. AND ""aDLE INITIAL) Schubert Kev in G. SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH 181,42-8839 09/20/1995 09/08/1952 2195-0756 COUNT'l'CODE YEAR HUYDER DECEDENT'S COMPLETE ADDRESS 408 Hormon Avonuo Lomoyna, PA 17043 Counly Cumborland {IF APPLICABLE)SURVIVINQ SPOUSE's NAUE (LAST ,FIRST AND MIDDLE INITIA.L) SOCIAL SECURITY NUMBER X 1, Orlgln.1 Relurn 4. L1miled E,tato R E C A P I T U L A T o N ~ C o M C T A T o N AMOUNT RECEIVED ISEE INSTRUCTIONS) 0.00 Remainder Relurn (lor detes 01 deeth prior to 12-13-82) Fed.,al Estate Tax A,lurn Requlr,d Total Number of Safe Deposit BoltlS 2. Supplemental Return 4.. Future Inte,est Compromise (lor deles 01 death all.r 12-12-B2) ~ 6. Decedent Died Testatl 07. Decedent Maintained a Living Tfust (Anach co 01 Will) (Mach a co 01 TrUll) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. R R NAt.4E COt.4PLETE J.4A1L1NQ ADDRESS R D Gear e A. Vau hn III ~ ~ TELEPHONE NUt.4BER - T 717 975-9102 1. R.al Estat. Schedule A 1 2. Stock. and Bonds (Sch.dule B) (2) 3. Closely Held StocklPartnershlp Inl.rest (Schedule C) (3) 4. Mortg.g.. .nd Notes Rocelvablo (Schedul. D) (4) 5. Cash. O.nk D.posU. & Miscellaneous P.rsonal Proporty (Sch, E) (5) S. Jointly Own.d Prop.rty (Sch.dul. F) (6) 7. Tran,lor. (Schedul. G) (Schedul. L) (7) 8. Total Gross Assets (total Lines 1-7) 9. Fun.ral Expenses, Administrative Costs, Miscellaneous Exp.nses (Schedulo H) 10. Dobts. Mortg.ge Llablllllos. lien, (Sch.dul. I) 11. Tolal Deductions (total Lines 9 & 10) 12. Not Value of E,tatl (Llno 8 minus Llno 11) 13. Charitablo and Govornmental Bequosts (Schedulo J) 14. Not Valu. Sub eel to Tax (Line 12 minus Llno 13) 15. Spousal Translers (lor dal.' 01 d.elh .H.r 6-30-94) See Instructions 10f Applicable Percentage on page 2. (Include valueslrom Schodulo K or Schodulo M.) 16. Amounl of Line 141axable aI6'/, fate (lncludl values Irom Schodulo K or Schodule M,) 17. Amount 01 Line 14 taxablo at 15% rato (lncludl valuo, Irom Schodul. K or Schodulo M.) 18. Principal tax duo (Add lax from Lln. 15. 16 and 17.) 19. CfeditslSp Poverty Prior Payments Dlscounl Interest 0.00 + 28.88 + 0.00 0.00 20. "Lln. 191s gr.at.r lhan Lino lB. onlor tho dinoronco on Lino 20. Thi, Is Ihe OVERPAYMENT. ~ ~ !Ch.ck her. If you Ir. reque.llng I r.lund 01 your overpaymenl.1 21. "Line 181. greal.r1han Line 19. .nl.rth. dlner.nc. an L1n. 21. This 1.lhe TAX DUE. A. Enter thelnt".st on the balance due on Line 21A. O. Enl.r Ih. total 01 lln. 21 .nd 21A on L1n. 218. This I' Ihe OALANCE DUE. Mak. Chock PI abll to. R. liter aT Willi A onl .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. ar pena t.. a per ury, ec:," t.t .va alll t. 'alurn. nt ngaccampany ng K U ... .1. amenl',a a I. I 0 my no'#!'. g. a ',' .ue, caffeel.nd campl.la. dKI"elh.t all f..I..t.ta h.. been ,.parted .llrue martel vllue. O.cl".lIon at pI.par.r olh.r Ihln Ih. per~t\ll ,'p,".nlallw.l. bn.d on 1lllnlalll\lllon 01 which prepar., h...ny knowledge. Gii:af ~RSO:RE;P:."SIBL: FOR :'NQ RETURN t~'~ii 1;I~,~I1J!'y,t'i-i6i.:i'" _ .. _ . _ .. _ _ _ . . ' , _ , . . . . , , . , , . SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ~~ 05. o 8. 3904 Trind10 Road Cam Hill PA 17011 ono Nono Nono Nono 3/, ,201. 48 506.67 Nono (8) 3/, ,708,15 (9) I, ,451. 34 (10) 32,823.02 (11) (12) (13) (14) 37 ,27/..36 (2,566.21) Nono (2 566.21) (15) 0.00 X , 0.00 (16) (2,566.21)< .06' 0.00 (17) 0, 00 X .15 ' 0,00 (18) n.oo (19) (20) 28,88 28,88 (21) (21A) (21B) 0.00 0.00 0.00 DAlE J/' 'I J.;'(, . DAlt ..5;6 J /f~ Ofm aotlw.r. only CPSy.l.ms, Inc. ji.i64-Tr iii;iie 'iiciaci"'" - - ---" --, -,., -. -..,....,... Camp Hill, PA 17011 fOlmrsoo: tH.w 1".1 'R m~' tf':'j;;: .-~ '<1t:u~,~W'~~~,r::!:t~~ '. .",," ~ "". _--~f' --",.'. ,<, ",,- -.'-' ""', ",L -"" 0'1 ,.; .... R 15~ , ;" -r ~ "1 - .c, 0 tJl QJ= - 0 c , .. .~~ EZ (J " - 0 60 'I" .(.110 t: , , ,,;'0 . ~J ~ ~'.' ~'-: :ii , <ll a. ,-.- eJ1l ..'- c.t .:D 8~ ~' ~~ ~--- - IDa: a: ~8 ,;" '.- , ':'Y ,"',':- :,' '''L :'4_'..: "<-y-;-.{,.,-~",'\\' ",\. Act 148 011994 provides lor the reduction of the tax rates Imposed on the net value oltranslers to or lor the use 01 the spouse. The rates as prescribed by the statute will be: e3% (.03) will be applicable lor estates of decedents dying on or after 7/1/94 and beloTe 1/1/96 .2% (.02) will be applicable for estates of decedents dying on or after 1/f/96 and belora 1/1/97 .1% (.01) will be applicable for estates of decedents dyln9 on or after 1/1/g7 and before 1/1/98 .Spousal transfers occurring on or after 1/1/98 will be exempt from InheTltance lax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (XI IN THE APPROPRIATE BLOCKS. VIS NO 1. Okj dlcld.nt make I transf.r and: .0 retalnthluslarlncomeofth.propertytransferred,. ... . . . . . . . . . . .. . . ., .. . . . . . . . . ; , . . x X X X b. ,,"in lho right to dlllgnalt who shall use tho proporly transforrld or hs Income. . . . . . . . . , . . . . , . . . . . . . c. retain a rlv.rslonarylnt.r.st; or . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . . . . . . . , , . , . . d. r.celv. the promise lor lif, of either payment., benefits or car.? . . . . . . . . . . . . , . . , , . . . . . . . . . , , , 2. If dllth occurrod on or b.fo" Docomblr 12, 1982, did docedent whhln two years proc.dlng dlllh transf.r property without r,cllvlng adequate consld.ratlon? If death occurred aft., December 12. 1982. did dlcldent "ansf.. proplrly whhln onl Yllr 01 dlllh whhout racalvlng adlquatl conski"alion? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . , . . , . . . . . . X X 3. Old dlcld.nl own an 'in trust lor' bank accounl II his or her death? . . , . . . . . . . . . . , . . . , . , . . . . . . , , . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, I, Copytl9hl (I:) 1"4 'Otmao'twll. onty CPSy.I."",Inc. Form 1500 (R..... 7.14) ..,.w","".'." SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY REV. 1101 EX + (Z.I1) COloltl.mnm;4\,_,WhYANIA ESTATE OF Please Print or T . FILE NUMBER 2195-0756 Kevin C. Schubert SSil 181,42 - 8839 09/20/1995 (All ro. ITEM NUMBER 1 oint -owned wllh RI hI 01 Survlvorohl mUll be dllclo..d on Schodull F) DESCRIPTION VALUE AT DATE OF OEATH 156,75 Meridian Benk; eevinge eccount #8336967407; principal balance as of data of death 2 Meridian Bank; savings account #8336967407; intereet accrued as of date of death 0,05 3 1993 Chevrolet Tradewinds canveraion van 13,450,00 4 1,672.73 1995 federal incoma tax refund 5 1963 Horizon Mobile home (VIN 772911740) and contents together with 1986 Sylvan 24 ft. pontoon boat and 1986 Evinrude boat motor 18,000,00 6 Miscellaneous clothing and personal effects 100,00 7 Fulton Bank; refund of unaarned finance charges an installment loan il022 -1352465 101. 37 8 Cspital Blue Crass; medical claim reimbursement 188.14 9 Cspital Blue Cross; medical claim reimbursement 126.66 10 Refund of unearned automobile insurance premium 303.78 11 Refund of unearned renter's insurance premium 28.00 12 Refund of unearned cer 26,00 (see continuation echedule attached) Total of Continuation Schedule(s) 48.00 TOTAL (1.1'0 .nl.r on line 5, R.co nulalion) (Altech eddniona18 112' X 11' shells K more spac.ls n..dld.) eopyrlght (c) 1114 form IOlIwar. onty CPSYI'.ITII, Inc. $ 34 201. 48 Form 1500 Sch~ul. E IR.v.2.17) ,~,_ -'-_r, ..._~_.._-.....-,._~~ ,-~~ :-~- Bstate ofl Kevin G, Schubert SSII lBl-42-B83!1 D!I/2D/1!I!l5 CONTINUATION SCHEDULE Continuation of schedule E ITEM II DBSCRIPTION VALI1EAT DATE OF DEATH insurance premium 13 Refund of unearned flood insurance premium 48.0D 48,DO REV. 1601 EX + (lZ.18) co..tl.mrrm4\,~,WhY~'A ESTATE OF Kevin C, Schubert SCHEDULE F JOINTLY-OWNED PROPERTY 5511 181,42-8839 09/20/1995 FILE NUMBER 2195-0756 Joint tlnlnt(I). A. NAME Nedra C, Schubert ADDRESS 408 Herman Avenue Lemayne, PA 17043 RELATIONSHIP TO DECEDENT other B. C. Jointly-owned prop.rty. ITEM LETTER DATE TOTAL VALUE DECD'S DOLLAR YALUE OF FDR MADE DESCRIPTION DF PROPERTY NUMBER JOINT DF ASSET Ok INT, ~ECEDENTINTEREST TENANT JOINT 1 A 09/20/82 Fulton Bank; balance in 1,013.34 50.007. 506.67 checking account #2218,2574 TOTAL (AI,o .nl., an line 6. Roclphulallon) 506,67 (If moll ,plcol. neldld. In.o~ Iddhlonal.hlll. olsamo .lzl.) COp)'r~ht (eI1'" form IOllw"e onty CPSYlllmt, Inc. FOfm 1500 Sehldutl F (RIV. 12.18) REV. 1111 EX . (loll) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMr..mlim4\,WJl1{f,fYhYANIA ESTATE OF Kevin G. ITEM NUMBER A, B. C. PI.... Print or T . FILE NUMBER 2195,0756 Schubert SS 181,42-8839 09 20 1995 DESCRIPTION AMOUNT 1 Fu_oJ Elp.nIDl' Musselmsn Funeral Hcme, Inc.; professional funeral services 2,124,00 2 Gingrich Memorials; headstone 365,00 1, Admlnlatratlv. COlli. P.rsonal R.pr.s.ntatJv. Commissions Social SICUrlty Number of P"I<lnal R.p,ellntolive: Y... Convnlsslons paid 0.00 z. Attorney F... 1,650,00 3. FarrMy E..mptJon Clalmont Addr.ss 0' Clalrnlnlat dle.dlnt's dlalh Slrell Addr..s City ZIp Cadi Rolatlonshlp 0,00 Slote 4. Probal. FI.s 79.00 1 MII<tlllaneou. Elp.nl." Register of Wills; reserve for payment of filing fee for inventory end inheritance tax return 28.00 2 Register of Wills; reserve far payment of filing fee far receipts and releases 14,00 3 Metropolitan Edison; electric oervice to island property 78,98 4 Payment of title transfer fees on sale of mobile home 90,00 (see continuation schedule attached) Total of Continuation Schedule(s) 22,36 TOTAL (Also .nl.r on lin. 9. Rica liulalion) (II more IP'.. II need.." In..rt addltlonll IhHII oT IIml II...) Copyrtghl (c) 1m fCHm lO'hylte only CPSya'."",lnc. S 4 451.34 Form 1500Schtdut. HIRev, 7..., "'''-''-.''''';M."",,--...,~...~t'''._,__... Estats ofl Kevin Q, Schubsrt SSII 1Bl-42-BB39 09/20/1995 CONTINUATION SCHEDULE Continuation of schsdule H-C ITEM II DESCRIPTION AMOUNT 6 Rsgister of Wills/ fee for Short Certificates 9.0D and boat 5 Mstropolitan Edison/ electric service to islsnd trailer 13,36 . .1 22.36 I . " . REV ~ "" EX . (1.13) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS cO"II.\l\l~{\'~\I~r~AN'A ESTATE DF Pi.... Print of T . FILE NUMBER 2195,0756 Kevin C, Schubert SSO 181,42,8839 09/20/1995 ITEM NUMBER 1 DESCRIPTION Fulton Bank; balance due at date of death on insts11ment loan account 0022-1352465 AMOUNT 17,991.32 2 Community Gsnera1 Osteopathic Hospital; unpaid balancs far hospital ssrvicss (not covered by insurance) 72.00 3 National RX Services, Inc.; outstanding chargs for prescriptions as of date of death 54,00 4 National RX Services, Inc.; outstanding charge for prescription ss of date of death 18.00 5 Associates National Bank; ba1ancs owed on credit card account #00462120047052066 928.50 6 Balance due an Mid Penn Bank Visa account (4121,2616-4080-7263) 430.57 7 Dsuphin Deposit Bank and Trust Company; balance due an installment loan; account 06256503-9001-001 13,328.63 TOTAL (Also enter on line 10, Reca itulallon) (If more spacols nlodld. Inslrt additional shills olsarne Sizl.) Copyrlghl (c) 1114 form aollwl'. only CPSy.ln",lnc. S 32 823.02 Form 1500sc:hedul. I (Rev, ,.t:I) ~ \ WILL W OWING. SawmmT , I, OWIN G. SCHUBERT, of the Borough of Le~yne, Cuaberland County, PennsYlvania, declare this to be my last vill and revoke any vill previously made by me. ITEN I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any gDvernmental body as a result of my death, vhether on property passing under this vill or othervise, shall be paid from my residuary estate as soon as practi- cable after my decease as a part of the expeuse of the a~inistration of my estate. ITBH II. I give and bequeath all of my household goods, automobiles, jevelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to my parents, PAUL C. SCHUBERT and NBDRA G. SCHUBBRT, provided they survive my death by thirty (30) days and, if either of them shall predecease me or be deceased on the thirty-first day fallowing my death, then to the survivor of them and, if both of them predecease me or are deceased on the thirty- ~ ~ first day following my death, then to such of their issue, per stirpes, as survive my , ~ \ death by thirty (30) days. ITBH III. I give, devise, aud bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to my parents, PAUL C. SCHUBERT and NBDRA G. SCHUBERT, provided they survive my death by thirty (30) days and, if either of them shall predecease me or be deceased on the thirtY-first day fOlloving my death, then to the survivor of them and, if both of them predecease me or are deceased on the thirty-first day fOllowing my death, then to such of their issue, per stirpes, as survive my death by thirty (30) days. ITBH IV. I appoint my father, PAUL C. SCHUBERT, executor of this my last will. ShDUld my said father predecease me or otherwise fail to qualify or cease tD serve as 1 . executor of this MY last viii, I appoint my MOther, NBORA G. SCHUBBRT, executrix of this my last viii. ITBH V. In addition to the other pDvers and authorities granted to MY persDnal representatives by Pennsylvania law and by the other terMS And provisions of this viii, I hereby give to MY personal representatives the following powers and authorities effective vithout court approval and until actual distribution of all property: to cOMpromise any claiM or cDntroversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives msy determine and at valuations finally to be fixed by them; to invest in all forMS of property, including any stock or other securities in any corporate fiduciary or its succeBsor vithout restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, vithout regard to any principle of risk or diversification; to retain any or all assets of MY estate, real or personal, vithDUt regard to any principle of risk or diversification; to sell at pUblic or private sale, to exchange, or to leaBe for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sol~ discretion. ITBH VI. I direct that MY personal representatives and fiduciaries shall nDt be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS IlH1lRJlOP, I have hereunto set IIY hand this ,g 0 -r1J day Df ~, 1995. ~. ~1udcLbJ- 2 "" The precedinv instruaent, consistinv of tbis and two otber typewritten paves, each identified by tbe sivnature of the testator was on the date thereof sivned, published, and declared by lBVIN G. BCHUBBiT, the testator therein na.ed, as and for his last will, in the presence of us, who at bis request, in his presence, and in the presence of eacb otber, have lubscribed our n..es as witnesBes hereto. ~ ~ ~ C)"" ~ ~rL.~ d~.R< . 3 ',-,_;.:.,:.,c ':'".:1._.1"'."""'.,......_"" .... .- COHHONWBALTH OF PBNN8YLVANIA ) ( 88.: COUNTY OF CUHBBRLAND ) The underBigned, being the testator whose naMe is signed to the attached or foregoing instrWlent, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrWlent aB my laBt viII, that I signed it willingly; and that I signed it as .y free and voluntary act for the purposeB therein expressed. ~ ~j{Lt~~ G. 8'C\\ T 8vorn or affir.ed to and acknowledged before .e by the tes~~rh~d above this~t:~ day Df "~ ' 1995. 1!OlMW.1Ell IlIU AHIt 5RIS$IIIlD.IIOTNII' PlJU: LDIll'/MEIlOIlO., tIlII8UWIO co. ~ IIY aJIlIIlSSlON DPtII[I-. 7 tMl COHKONWBALTH OF PBNNBYLVANIA ) ( BB.: COUNTY OP CUHBBRLAND ) WB, 8AHUBL L. ANOBS and J. BART DeLONB, the witnesses whose names are signed tD the attached or foregoing instrument, being duly qualified according to law, do depose and aay that ve were present and saw the testator sign and execute the instruaent as his last will; that he signed it willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was at that time 18 or More years of age, of sound mind, and under no constraint or undue influence. ~~>~~ 8/;f~A~ ~_ ~. Bart DeLane -. 1IlINIIlI.... LOU AHIt GRISSINGER. NOTNII' PUIUC LEIIOYHE BORD. ClJMBERL/JtD CO,. ~ IIY~"" WIllIS AIlIIL 1 \991 ~~~.... -..., Inventory 01 the reel end pereDnal estate 01 o Kevin G. SChubert, deceased See attached Inventory Form 34,201.48 " ,\ .' D\ 't::Zf - Po o,!,2 - 8. m- lie ~~ () .(f}U ~15 ~ <:: \..1"0 . ~ \1n; ~ .. , \\ Q) ...0 , T' 1:1 <1 (,m ~.~ ~. ~~ a: a: ,\ COMMONWEALTH 01' PENNSYLVANIA COUNTY OF CUM..RLANO } -. III Paul C. Sclul.l:lJ'lrt .____ b.lng duly R1Jnrn .ccordlng 10 '"W, dopa... .nd "'Y' Ihot h. is ~,hA n"....'l1t.DJ:.... 01 Ih. E.I.t. of KAV! n n. S"hllhAr~. loti of -1:.ho.-Bo=ugn...oL...Lemoyno.______, , Cumb.r/.nd Counly, 1'." d.c....d .nd th.1 the wllhln I. .n Invenlory m.de by -him , tho 1.ld ..e.xecuJ:.or of the .ntlrl ....1. of "Id d.cedent, con.htlng of .11 Ihe per.on.1 pro,..rly .nd r..1 ..1.le, ex..pl r..1 ..t.l. outsld. Ihl Commonw..llh of Ponn.y/..nl., .nd th.1 the "guru oppo.1I1 ..ch 111m of the Invenlory ropre..nl It'. f.lr ..Iu. tI of thl dot. of d.cldlnl'. d..lh, .5t.<.>-r}'\JVU '1.; .nd lublcrlbed before ml, .Tit., ,}7tti ~f /J1 rt.'t...A', 19 '/c.: C7't'l'li:.v ' >-. x.:k:r,,, y e C/qV/t(/ . ..cut" . Aclm'nllh.lo, 400 Herman Avenue F CE5 T. VAUGHN, Nolary Hampden lWp. CumbeTlond My Commlulon ExpIT.. Aug. Lemoyne, PA 17043 Adeb... 0.1. of O..lh 20th D., SeDtemher Month lqq<; V.., INSTRUCTIONS I. An Invonlory mu.t b. flied within Ihree monlh. .lIlr .ppolnlmlnl of pinon. I r.prOlenl.llve, 2, A luppllm.nt Inv.nlory mull be flied within thlrly doy. of discovery of .ddlllonll..l.h, 3, Addltlon.1 Ih..h m.y b. .ttech.d .. to pe..on.lly or r..lly 4, S.. Artlcl. IV, Flducllrl.. Act 01 1949. ~ -d w .. ~ ~ !< .. II 0. ... U 0 t3 II . ~ w C D\ ... j!: Ill: ~ .. 0. .... II.. ,; E II.. ... ~ 0 0. 0 W 0 ~ :i- :a: ~ "" -< 0 c C " 0 - VI Z c3 ffi -< .... Z 0. .... ,. c ... .. 'l: a II ... .... .... .. E - .. 0 .. " it 0 ... 0 III .. ;...... INVENTORY Bstate of. Date of Death. county. Kevin G, Schubsrt september 20, 1995 Cumberland ----------------------------------------------------------------------- Cash. 1 Meridian Bank, savings account H83369674D7/ principal balance as of date of death 156,75 2 Meridian Bank, savings account HB336967407/ interest accrued as of date of death 0,05 3 1995 federal income tax refund 1,672,73 4 Fulton Bank, refund of unearned finance charges on installment loan H022-1352465 101,37 5 Capital Blue Cross, medical claim reimbursement Capital Blue Cross I medical claim reimbursement Refund of unearned automobile insurance premium Refund of unearned renter's insurance premium Refund of unearned car insurance premium Refund of unearned flood insurance premium 48,00 lB8.14 6 126,66 7 303,78 8 28,00 9 26.00 10 Subtotal 2,651,48 Miscellaneous Personal Property. 11 1993 Chevrolet Tradewinds conversion van 13,45U.00 12 1963 Horizon Mobile hams (VIN 772911740) and contents together with 19B6 Sylvan 24 ft. pontoon boat and 1986 Evinruds boat motor 18,000,00 13 Miscellaneous clothing and personal effects 100.0D Subtotal 31,550,00 Total Inventory 34.201,4B -1- I /-ij' {.O - :J c"v CUT ALDNG THIS LINE .. RETAIN LOWER PDRTION FOR YOUR RECORDS ~ ii'i\i:is47-ix-"j:p--n'F9sY-iioi"ici--oF-YliHiiiii'AHcE-i"Ain"PPRiiisiifiiii'-;-,U.LOWAHCE-OR'----------------- DISALLOWANCE DF DEDUCTIDNS AND ASSESSHENT DF TAX ESTATE OF SCHUBERT KEVIN G FILE ND. 21 95-0756 ACN 101 DATE 07-08-96 REV-1547 EX AFP 112-95* COMMONWEAltH Of PENNSYLVANIA IKPAAtt4tHl Of R[YEHU( 'URUU Of INDIVIDUAL tun DlPt. 110.01 HARAIS'URO, Pi 1'11'.0601 ACN 101 NOTICE Of INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISAllOWANCE Of DEDUCTIDNS AND ASSESSMENT Of TAX DATE 07-08-96 34.708.15 FILE NO. DATE OF DEATH 09-20-95 CDUNTY CUHBERLAND NDTE. TD INSURE PROPER CREDIT TD YOUR ACCDUNT. SUDNIT TilE UPPER PORTION Of THIS fORN WITH YOUR TAX PAYNENT TD THE REOISTER Df WillS. NAKE CHECK PAYABlE TO "REOnTER Df WillS. AOENT" REMIT PAYMENT TOI GEORGE A VAUGHN III 3904 TRINDLE RD CAHP HILL PA 17011 REGISTER OF WILLS CUHBERLAND CD COURT HOUSE CARLISLE. PA 17013 Allount R..Ut.d TAX RETURN WAS' (XI ACCEPTED AS filED RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I E.t.t. (Schedule Al (1) 2. stocks and Bonda (Schedule BJ 12) 3. Clo..l~ Hald stock/Partnership lnt.r..t (Schedule C) IS. 4. "artaagaI/Hot.. Receivable (Schedule DJ (4) 5. Ca.h/Dank Deposita/Hllc. P.rlon.l Property (Sch.dule E) IS) 6. Jointly Owned Property (Schedule fJ (6) 7. Transfer. CSch.dule OJ (7) 8. Tot.l A...t. I CHAND ED .00 .00 .00 .00 34,201.48 506.67 .00 (SI APPROVED DEDUCTIDNS AND EXEHPTIDNSI 9. Fun.,.al E~p.n.../Ad.. Co.ta/Hilc. E~pen.e. ISchedule H) 191 10. Debts/Hortgege LlabU1tle./Llen. CSchedul. 11 110) 32.823.02 11. Tot.l Deduction. Cl1) 12. Net Velue of Tex Return (12) IS. Charitable/Govern.ental Beque.t. ISchedule Jl IIS) 14. Net Value of E.t.t. Subject to Tax CU. NOTEI 11 an assessmsnt was issued previously, lines 14, 15 and/or 16, 17 and 1B re11ect 1igures that inolude the total 01 ALL returns assessed to date. ASSESSHENT DF TAXI 15. A.ount of Lin. 14 .t Spou.el r.t. 16. AMount of Line 14 taxable at Lineel/CI... A r.te 17. AMount of Line 14 taxeble .t Coll.teral/Cle.. B r.ta 18. Principal Tax Dua TAX CREDITS I PAYNENT DATE 4.451.34 ~7.?7ti ~Ii 2,566.21- .00 2,566.21- IIS1 1161 (HI .00 .00 .00 x .00. X .06. X .15. liS I RECEIPT NUNDER DISCOUNT I +l INTEREST (-I AHOUNT PAID TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TOTAL DUE will .00 .00 .00 .OD .00 .00 ,00 .00 " . If PAID AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. If TDTAl DUE IS lESS THAN '1, NO PAYNENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRIo VOU NAV BE DUE A REfUND, SEE REVERSE SIDE Of THIS fORN fOR IHSTRUCTIONS.I "" 1::0:-( '0 r. ') CI: .~ CO " tU C7. cr. ( , \.~ " ., ._l . ) - cr' " " =j ~ '. " ( .1 ;,.; ':.1 ,U " c, ~ ." E dJO: ~a a: RESERVATJONf E.tat.. of dlcadent. dYing on or bafor. D'o~r .2, .9., _. l' ~y lutur. Int.r... In thl ....t. I. 'rln.t,rred In po.....lon or ~Jaw.ent to Cl... . Ceol11'.r.l) beneflclarl.. of thl dlcld,nt .,t.r thl Ixplr.tlon 0' any.."" for 11'. or far y..r., thl CU.lonw..lth h.r.b>> Ixpr...l>> r..arv.. thl right to .ppr.... ~ ...... tranl'.r Inh.rltancl '1.1. It thl lawful Cll.. . (coll,t.r.l1 r.t. on anw 'uch lutur. Int.r..t. PURPOSE Of HOnCE. To fulfill the r.qulr..ant. of Slctlon 11~a of thl Inheritance and E.t,t, 'IX Act, Act 2' 0' 1991. 72 P.I. Section IUD. PAVHENT. Detlch the top portion of thl. Hotlel and .ub.lt with your plv.'nt to the A.gl..., 0' Will. prlnt.d on thl r.v.r.. .id.. "-Hilla chack or .on.y ord.,. p.y.bi. to, REGISTER OF HILLS, AGENT All pay.ant. ,..calv.d .h.ll flr.t ba .ppll.d to any Int.r..t which .ay b. dUI with any r...lndlr Ipplild to the taM, REFUND (CR), A rlfund of a t'M crldlt, Which wa. not r.qul.tld on the fax Rlturn, '.y b. rlqua.t.d by coeplating an "Appllc.tlon for R.fund of P'nn.ylvanla Inh.rltanc. and E.t.t. TaM" (REY-15IS). ApPlic.tlon. .ra .vall.bl. It the O"lc. 0' the R.al.t.,. of Will., any of the 25 R.vlnu. Dl.t,.lct Offlc.., or by calling the .pacl.l 2~-hour en,wlrina 'Irvlc. nuaberl fo,. 'or.. ordl,.ingl In P.nn.ylvanla 1-800-56Z-Z0SD, out.ld. P'nn.ylvanla and within local Har,.l.burg ar.a (717) 787-I09~, fDD' (717) 77Z-225Z (H.aring I.palr.d Dnly). OBJECfIDNS' Any p.rty In Intar..t not 'atl.fi.d with tha .ppral...ant, .llowanc. or dl.allowanc. of d.duction., 0,. .......ant of t.x (inclUdIng dllcount 0,. Intar..t) .. .hown on thl. Notlc. eu.t obj.ct within Ilxty (60) dly. of r.c.lpt of this NoUc:a by, --wrlttan prot..t to the PA D.part"nt of Rlv,nu., Bo.rd of App..I., D.pt. ZIIOZl, Hlr,.l.burg, PA 17121-1021, OR --.llctlon to h.v. the .att.,. d.t.r'ln.d .t audit of the .ccount of the plr.onll r.p,....nt.tlv., OR "app..l to the Orphan., Court. . ADHIN ISfRATIYE COMECTlOHSI Factu.l .rror. di.cov.r'd on thl. ........nt .hould b. .ddr....d In writing tOI PI. DIP.rta.nt of RIV'nu., Bur'lu of Indlvldu.1 'ax.., ATTNI Po.t A.......nt A.vl.w Unit, D.pt. 210601, Harrl.burg, PI. 17121-0601 Phon. (717) 787-6505. s.. p.g. 5 of th. bookl.t "In.tructlon. fo,. Inh.,.lt.nc. Tlx R.turn fo,. . RI.ldent Dlc.d.nt" (REY-1501~ for an ..planatlon 0' adalnl.tratlv.ly corr.ctabl. .rror.. If any t.x due II p.ld within thrl' (5) cal.nd.,. eonth. .ft.,. thl dlc.dlnt'. d.ath, . flv, p.,.e.nt (5~) dl.count of the taM p.ld II allowld. Tha 15~ t.x aan..ty non-participation p.n.lty i. co.put.d on the tot.. of the t.. .nd Int.r..t .......d, and not P.ld b.fo,.. Janu.,.y 18, 1996, the fl,..t day aft.,. the .nd of the ta. a'n..ty pI,.lod. Thl. non-p.,.tlelpltlon p.nllty I. Ipp..labl. in the .... .Inn.,. and in thl the .... tl.. p.,.iod a. yoU would appI.l thl t.x and Int.,...t th.t h.. b..n .......d a. Indlc.t'd on this not Ie.. DISCOUNTI PENALTY, INTEREST, Int,,.I.t I. ch.rg.d b.glnnlng with flr.t d.y of d.llnqu.ncy, or nln. (9) ,onth. and on. (1) d.y fre. the d.t. of d..th, to thl d.t. of p.ye.nt. T.... which b.e... d.llnqu.nt b.for. Janu.,.y I, 191Z b..,. Int.r..t at the r.t. of .ix (6~) p.rcant p.,. annua c.lcul.tad at . dally ,.at. of .000164. All ta.I' which bae... d.linqulOt on and .ft.,. Jsnuary I, 1912 will b'a,. Int.r..t .t . rata which will vlry fro. c.l.nda,. y..,. to c.land.,. y.a,. with that rat. announc.d by the PI. D,pa,.t..nt of A.v.nu., Th. appllcabl. Int.,...t ,.at.. fo,. 1912 through 1996 ar.1 ~ Intar..t A.t. Dally Inta,...t Facto,. X!!r Int.,...t Rat. Dall" Int.,...t Facto,. 1982 ZU .000548 1987 'X .000247 1985 lOX .000418 191a-I991 IIX .000501 19a~ IlX .000501 199Z 'X .000247 1915 I5X .000556 1993-1994 lX .000192 1986 lOX .OOO27~ 1995-1996 'X .00OZ~7 .-Int.,...t I. calculat.d .. followu INTEREST a BALANCE DF TAK UNPAID K NUnBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR --Any Notic. i..uad .ft.,. the t.. b.co... d.linqu.nt will r.fl.ct an Int.r..t calculation to flft.an (IS) day. b.yond tha d.t. of the ........nt. If p.y..nt I. .ad. .ft.r tha Int.,...t coeputatlon data .hown on the NotJc., .ddltional int.r'lt ault b. c.lcul.t.d. - ',: !, JRD/June 30, 1992117858 REGISTER OF WILLS Cumberland Counly Courthouse One Courthouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: GEOHGE A. VAUGHN, ESQ., RE: &late of KEVIN C. SCHUBER1' ,DCCellSed, Lale of J.!;MOVN~~ ROROIJCm &late No.: 21-1995 -756 Date of Decedent's Dealh: 9-20-95 Pursuant to Rule 6.12, the above named personal represenlative or che above named allorney, If applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is completed, is requiTed to file with the Register of Wills a Status Report as TequlTed by Rule 6.12, In substantially the prescTibed form, showing the date by which the personal TepTcsenlalive, or allorney, as applicable, reasonably believes administTation will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register ofWlIls Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be Imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any, Accordingly, if the requisite Status Report Is not filed by 11 - 1 0 , 19 _~ '/you are hereby advised that a request will be submitted to the Coun in accordance with Rule 6.12. Date: 10-21-97 -")'ut\J. tl. :', ).1) "', /'Jl0; ).Ii/J.l)f.L-I~ Deputy egister of Wi Is Distribution to Estate File r' --...,.....~,...--- --..--...............""..,. ",..,' ..' ..-......--'.........-.--...--..' ''''', STATUS REPORT UNDER RULE 6,12 NGme of Decedent I Kevin C. Schubert DGte of Deathl 9/20/95 Will No, 21-1995-756 Admin, No, Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate I 1, State whether administration of the estate is completeT Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I J, If the answer to No.1 is Yes, state the followingl a, Did the personal representative file a final account with the Court? Yes No X b, The separa te Orphans' Court No, (i f any) for the personal representative's account is: I I I I I , I I i i I c. Did the personal representative state an account informally to the parties in interest? Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, Date: October 27, 1997 J:!~ C:;:l George A. Vaughn, III Name (Please type or print) 3904 Trindle Rd, Camp Hill, PA 17011 Address r'o (717) 975-9102 Te l. No. ,c' i. ~:J Capacity: Personal Representative X Counsel for personal representative ,... " '--.' . t-=' 'I ~~ : I (MJ\H: rmfl AMJ?)C,