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Home My WebLink About96-00439 o~ cu~ ... . . . 0 Q. o .. z :l ~ ~-' I'ETITION nm PIWHATE lIod GI{ANT OF LETTEI{S a I ~..Iqq l.D - Ii ~g____ N". '1',,: /:'.\lIIlt' of _.HJ\RGl\RET'l'l\ S. FMN'l'Z ,,1$, know" tI.\ ~_____._ _ _ 1}f'{'t'llwc/. :-.-:.- -."-;---193-36-2583 .")ocwl.\ccurIlY /\0, __________________'_.______ --- ... -- I{,~bl,r "I Will, lor Ih, Cllllllly "I Cuml~C!t:"li1.l}~L. in Ih, ('llIllIllOIl\\Calth of Pl'nl1!-lyl\"ania The: pC:litioll of 1111..' undcr...iglll'd Il'"pl'clrlllly rcIHl....CIlI\ Ihal: Your pc:tilioncr($. who i..lafl' IN year, of agl' or oldc:r an I Ill' C.\CCllL~.!'_,_______~_____ named in Ih, 1'''1 willollh, abo" ,leCl'd,nl, dal,d _.__ .._.___.._"___ .__. ~)i;lY~"..___.__, 1')_8.4_ and ,,,didl('l dal,d _.._______~m._ -..---.-..---.---.....-.---------. -----------~--,-----_...._-'~-~----- 1'1,,1\: tdl'\.ml l'ill"lIl11,IOIlIl'l'\. \..'.~. Il'UlIlId,llitm. l!l'illh Illl'\l.(tlllll, l'le} l)e"nd,nl Wi" dlllllidled al d,alh in Cumberlan_d.__ _ COIlIllY, ",nn'yl'ania, wilh h_.eL- la'l Jarl.ily orJ"indpah!."id,nee aI J 700 Market Street, Camp HJ.l1, P/\ 1.2CJZ(' C I (1\ 1" (, It l..!J:..... tli\1 '11\.'\.'1, lIullIhl't ..lid 1lI1111(,lp.lhl~-1 D",nd~nl, Ih," ._2..Q~ _ vea" 01 a~" died .~ _. . _~~.Y 18 ill Leaoer NursJ.ng !lome, Camp H1IT;' P/\ E.w,pl i" loll"w" d",d,1I1 did 1101 marry , wa, nol dil'o",d and did nol hal', a child born or adopted afl" ,xe<:ulion of Ih, will off",d for probate; Wi" nOllh, I'ielim 01 a killiu~ and wa, n,l'er adjudicated incompetl.'nt: __ Decendent at death o\\'ncu properlY with cstimatcd values as follows: (If domidled in I'a,) All p,,,oual properly (If nOI domiciled in I'a.) 1',,,onal prop,rll' in ",nn'yll'ania (If nnl domiciled in "a,1 ",,,onal properlY in County Value of real cstalc in Pennsyl\'ania ,ilUatcd as 10110\\''': ,19 96 S 50,000.00 S S S WIIEREFORE, petilion",,) revp,clfully "<lU"I(,) Ihe probill, of Ih, la,1 will and codicil(s) p","lIted h",wilh alld Ih, ~ralll of lell,"__ testamentary (1~"laIllCIlI.HY: "dlllini'lr.l1illll ;':.1..1.; ,HllIlini,tr:llion 1I.h,n,";.t.i1.) theron, " ~ ~7 ~~ "':l~ ;@ Z~ ~''E <; ~ .;. r ; - /)'I/{~ ~dEar' Frantz _4 0 3..J:v.er.g.r.een.....Roan New Cumberland, PA 17070 ------~----' ---~---- ---~---~---~_.._~-- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTlI OF I'ENNSYLV ANIA ~., COUNTY OF _ __ _ CU/o\~ERL/\ND J ::;::; The pCli:ionn(li) ahon'-named S\\C.i'(s) or affirm(s) Ihat Ihe s!atcmcnts in the foregoing petition arc lrue and tOTTl'ct tn thl.' he..t of Ihe knowled!!c ami helief t~lilioncr(s) i:1mllhm as pcrsonal represen- talil"") "I Ih, abew, ,1e.:ed"I" petilion,r(,) will W'.'II an Iru ~lil~~evlate according 10 law, Sworn III or alfirm'itlt~lIld .'Ub,crib'd I -- . .~ ~4- ~ bef"" m, Ihb ___.._ ___ _._..._ d;.\ of .L-._____ ':g I-~flg,::_i,- -:.......::""-....-..\- \ 19.,.~L ~ \ .---\.. ~ 15 -leu> _ y ~1Ji."y I t ?,~'t\r c,c",-J j ~:t.~,:,lt:L7~C :-=~:::-::- =--== ~ .;l1-ICJCll,,-1-j3Q nn :n ca; ..0 :o~~ 0' ,tl!.) 3 :' ;;~' y t. ~ "" " I -, > - '.,;. . -, 0_. - ) "'- tr) C1 0 '1.) L. \..J _. ),.~ 0\ Clot ..t:; t~ <- I ~- I ji "I' t ;:; ~ s j,~ ~ -I'f ... ~) ~ r~ ., t' t 1+\ ~~ ~ i~,~tJ I::i ~ l<:l . '. RecC)::',~ .: I oi Ref;;' ~.~ .';illn '96 JUIl -4 Ala :36 Clef: " . ' . ' '-:'I~.lr\ CUmUI:l,"" l ,-,I., Pt\ '" Eo< ~ r.. - 5 .. = t ~ :l~ ~.. ~ So ,. II ~ ~ ~ ~ III W 0 Z A ~ " l\ .. " II: , l>l '" .... < 0 j:., .:1 0:0: r.; d ~~ .:: .q" ';: :r. r:J . III ES Eo< fiJ ~ lil ~ 1. One-thl nl (1/3) to l3ernice Frantz, wife of my son, Charles Hichard Frantz, if living on the sixty-first day following my death. 2. Two-thirds (2/3) to my said son's issue living on the sixty-first day following my death, per stirpes. In the event that both my son, Charles Hichard Frantz, and his wife, l3ernice Frantz, should predecease me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to my son's issue living on the sixty-first day following my death, per stirpes. 13. One-third (1/3) thereof I liive, devise i.IllU bequeath to my daughter, Mrs. John D. Yenser, if living on the sixty- first day following my death, to be hers absolutely and in me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to the issue of Mrs. John D. Yenser living on the sixty-first day following my death, per stirpes. C. One-third (1/3) thereof, I give, devise and bequeath to my son, David Earl Frantz, if living on the sixty-first day following my death, to be his absolutely and in fee simple. Should my son, David Earl Frantz, predecease me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to Marilyn Frantz, wife of my son, David Earl Frantz, if living on the sixty-first day following my death; provided, however, that if any children are born of this marriage, then, in that case, Marilyn Frantz is to receive one-third (1/3) of this one-third (1/3) if she be living on the sixty-first day following my death, and their children living on the sixty-first day following my death shall receive two-thirds (2/3) of this one-third (1/3), in equal shares, share and share alike. In the event that both my son, David Earl Fl"alllz, dllU his wife, Marilyn Frantz, should predecease me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to their children living on the sixty- first day following my death, in equal shares, share and share alike. IV - I appoint CCNI3 Bank, N.l\. of Camp lIill, Pennsylvania, guardian of any property which passes under this will or otherwise to _7t1~"j.%:n~ PaCJe 2 .\}{'t liD '"', "'111..1-,. \11011....' \', \1 1\\\ .'1'" \1\10.11 '>11:!11 1""' 11111. n. F.lll minor or an incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the pO\~er to use principal as well as income from time to time for the minor's education and support or to make payment for those purposes without further responsibility to the minor or to any person taking care of the minor. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years. v _ I do hereby nominate, constitute and appoint my son, David Earl Frantz as Executor of this my Last will and Testament. In the event my son, David Earl Frantz, fails to survive me, or is unable or unwilling to serve as Executor, I nominate, constitute and appoint my son, Charles Richard Frantz, as Executor of this my Last will and Testament. None of my personal representatives shall be required to post bond in this or any jurisdiction. It is my request that my executor engage the law firm of Arnold & Slike in the administration of my estate. If7!/ESS the_ day ::E,"~' hereunto set my hand and seal on this , 1984. Y>1~ i>.1~(SEAL) ~largilret a S, Frantz Page 3 ,\RSoLIJ ,~. ..1.11\1. "lll"'I.\' " I \\\, JIP" \1'~"1 I ,11111 T, I \\\1'111111'\ HUll Signed, sealed, published and declared by Margaretta S. Frantz, Testatrix therein named on this and three (3) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. IY?~,J. J, t;-a" ~ " Name / 1-9 Add~ ~ ~ Name ----~ -- L~, Addres /)di! . IJ jI Q, /) Page 4 ,\RSOl.fl & SI.IKL ,\IrufcM\\ .\1 t~\\\.llll't \1"1l.~1 , 'IRUI. (.\\11' IIIU.. P.\ Imll SAIDIS, GUIDO, SnUFF & IIfASLAND 2109 Mllfk<l 5'11:<1 Camp lIiII, PA CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Margaretta S. Frantz Date of Death: May 18, 1996 Will No. 1996 - 00439 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 26, 1996. Charles R. Frantz 9 Rosewood Drive Harrisburg, PA David E. Frantz 403 Evergreen Rd. New Cumberland, PA Louise F. Yenser 2636 Boas Street Harrisburg, PA Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: June 26, 1996 ~p Joh~ E. Slike, squire ~' ~~L~~7 PA 1&:0'61-0,737 :-::;;:? Telephone: 7171/737-~.05 ,. Counsel for Personal ~;presentative I',l "" , :..) .. " ~ ~ " COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J u: David Earl Frantz sworn according to law, dopoocl and s.ys that ho__ is the Executor . 01 t;,o Eltat. 01 ~larqaretta S. Frantz Camp Hill Borough I.to 01 __ _. __._ ,-_ -.... - ..---_ -.. '__'_ h__..__.... _...____ _, Cumborland County, Po" dece..od and th., tho 'th" 't d b him th 'd executor WI In Ii 4" Inven ory m4 0 Y I 0 sal 01 tho cntiro cstato 01 said docodont, con listing 01 all thc personal prop.rty and real 01 to to , except roal eltotc oullido tho Commonwoalth 01 Pcnnlylvanio, ond thot tho liguros opposito coch item 01 tho Invontory reprclont it'l loir voluo 01 01 tho doto 01 docodonl'l do.th, . boing duly . August >tt~I({( / .i 1 96 ~ ~ , jC~/ / ~-.. ,; ~ . . <--~ E..cutor ~Jminht"'o' Sworn to and lublcribod boloro mo, 19 . ,* I , . ')n' ((((lo.' i L/~ 403 Evergreen Road /IOTARIAl SEAL THEWA $, McCAUSLIN, Nobry Public r.amp HIli, Cumberland County Mv ';ommlsslon Expires July 3, 20~ IB New Cumberland, PA 17070 Addu.. Ooto 01 Ooath ~Iay 1996 D.y Month v..., INSTRUCTIONS I. An invontory mUlt bo filod within throo months altor appointmont 01 porsonal roprosontativo. 2. A supplomont invontory must bo filod within thirty doys 01 dilcovory 01 additionol a..oh, 3, Additionol shooh may bo attachod 01 to porsonalty or rcolty 4. Soo Articlo IV, Fiduciarios Act 01 1949, I ~ I I N :z: H I Eo< l? ::J Z ::J' CI , Iii 0' -u 100 Ii I >- P: . " ~ I- w .... 0; ~ , Ii ~ '" ?- m .. - w <( .. ~~ II n. I- u ,I 0 0 v> 00 ...:l .. ",:<: If w '" w ...:l C ..H I- J: n. I'l: H n....:l II I. Z .... ..J U. .. " ..J <: 0 Eo< :z: n. ,00 ,0 I' w u. <( w Eo< I I:: " I: > 0 z '" ~ E!l ,.. I . ,<( Ii c I~ i " (, Z 0 c I'l: :'i!. ~ :: 0 v> Z l? u: 0 iZ 'I '" U " Z w <: P: - ':Z: .' 0.. ~ -c '0 I C :'"> .. - ~ 0 .. .D -c .>< .. E G 0 .. ~ 0 ..J U u: a:> , INVEN~ORr OF ~HE REAL AND PERSONAL ES~A~E OF HAROARE1'~A S. FRAH1'Z, DECEASED , ! 641 shares PNC Bank, N.A., common @ 30.34375 898 shares Dauphin Deposit Corp., common @ 29.25 PNC Bank, N.A. BUrial Reserve Account #21001019769 PNC Bank, N.A. checking aCCOunt #5140021519 Leader Nursing Horne - refund check 1995 rent rebate check TOTAL "<,- . c:'.: , . 'II L~ r', CJ '-"' ,.-: t, -. "') if~::- F' .j :5 uu 19,450.34 26,266.50 4,759.90 4,088.89 1,354.63 226.57 $56,146.83 -" 'I. {f co"~mt.~W~\'b'l.r~'n'~~'N" H'RRISRfi~li.~lZ8.otOI / '; /,', ( INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS 'fEAR / REV. 1500EX .(1.94l FOH O""E~jor Of AlII.'" EH I1IJ1''J' Ctlr.O H[IlE IF A!iPOU:;Al D POIJ[IHl"CR(Olll...,CL...I~[O FILE NUMBER CAB H P L E P 0 C R C K 0 K P 5 C P o 0 R N R D E E 5 N - T 2196.01,39 D E C E D E N T DECEDENT'S NAUE {lAST. FIRST, AND UIODL[ INITIAL \ FRANTZ, MARGARE1"1'A S. COUNTy CODE OECEOENl-S COUPLETr AoDR[5S 1700 Markut Struet Camp HIll, PA 17011 NUMOER County Cumborlund (IF APPLICABLE) SURVIVING SPOUSE'S NAUE (LAST ,fiRST AND UIODLE INITIAL) SOCIAL SECURITY NUMBER ,U.AOUNT RECEIVED\SEE INSTRUCTIONS) 0,00 David Earl Frantz ~,~l.~ . Ev.(:t~t~.r.<<:~l)_ .~'?':l?.. _ _. _. New Cumberland, PA 17070 Saldls, Guido, Shuff & Masland 2109 Market Street i;;lln I HI i i,"PA ."i'jOil X 1. Original Return 4. Lil"l'\lted Estate D 5, o 8. Rem.:llnder Return (for dalos 01 death prior to 12.13.82) Federal Estate Tax RolUrn ReqUIred Tolal Number of Safe Doposlt Boxes (9) ~) 56,146.83 5,926.31 50,220,52 50,220.52 0,00 3,013,23 0.00 3,013,23 150,66 0,00 2,862,57 0.00 2,862,57 Oder pen'llles 0 per ury.1 dec.lile 11'0'11 h.~e ~..mlO~d Ihl!lll!lurn, If'ICludltoq .ccompdnylnq SCh~ul~s 'M !Ilat~mftnb.,rld 10 Ih~ bl"51 01 m'l knOiolttdge'nd bell~I.lt IS I,ut'. correcl.nd complele.1 ded.t.lh.t i111 rt'.lll!sl.l" h... bt-f'1l '''porlfOd at trup m"I.l"1 ",..lue Dect.lillon 01 pu.par"r olher Ihd" 11'0" pt'r'\on.tllt'pItISI'rnldhvft IS b.lsed on dll tf1lormdUon Of whiCh prepare' hIS any knowledge SIGNATG'REOFPERSON RESPONStBlE. FOR FILING RETURN . ~/71cPJ ") SOCIAL SECURITY NUMBER 193-36-2583 OAtEOFOEATH 05/18/1996 DATE OF UlAtH 03/19/1893 2. Supplemental Return 401, Future Inlerest Compromise (lor dales 01 death after t2-12-82) []] 6. Decedent Died Testate D 7. Decedont Maintained a Living Trust (Attach cop of W,I1) (Allach a copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME John E, Sllke, Es uire TelEPHONE NUMBER COMPLEtE MAilING ADDRESS Saidls, Culdo, Shuff 2109 Market Street Cum Hill PA 17011 None 1,5,716,81, None None 10,1,29.99 None None & Masland R E C A P I T U L A T I o N 717 737-31,05 1, Real Estate ISch8dule AI 1 2, Stucks and Bonds (Schedule BI (2) 3, Closely Held SlocklPartnersh,p Inlerest ISchedule CI (3) 4. Mortgag8s and Noles Recoovable (Schedule 01 (4) 5, Cash, Bank Deposrts & MosceUaneous Personal Property ISch. E) (5) 6, Jointly Owned Property ISch8dule F) (6) 7, Transfers (Schedule Gl (Schodule Ll (7) 8. Total Gross Assets (total lines 1.7) 9. Funeral Expenses. Administrative Costs. Miscellaneous Expenses (Schedule HI 10. Debts. Mortgage liabilities. liens (S~hedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate {line 8 mlnU!. LIne 11) 13. Charitable and Go....ernmonl.lt BequO!;I!) (Schedule J) 14. Net Value Sub'ect to Tax (line 12 mlnusl,ne 13) 15. Spousal Transfers (for dales 01 death aher 6-30.94) See Instructions 10f Applicable Percentage on page 2 (Include ....alues Irom Schedule K or Schedule M ) 16, Amount of line 14 taxable 011 66/. rate (Include values ham Schedule K 01 Schedule M l 17. Amount 01 line 14 taxable at 15.,~ lato (Include ....alues Irom Schedule K or Schodule M ) 18. Principal tax due (Add tax from line 15, 16 i'Ind 17,) 19. Credrts/Sp Poverty Prior Payrnonts Discount (19) (20) (10) 5,918.1,0 7,91 (11) (IZ) (13) (14) 0,00 X 50,220,52 X 0& ' 0,00 X 15 ' (18) Interest (15) (16) T A X C o M P U T A T I o N (17) + + 150,66 20. If Line 19 is greater than line 18. enter the difference on line 20, ThIS is tho OVERPAYMENT. ~ 0 Check here if ou are re uestln a refund of your over ayment. 21. If Line 18 is greater than line 19. enter the d,fference on Line 21. This tS the TAX DUE. A. Enter tho interest on the balance due on LIne 21A B, Enterthetolal 01 Line 21 and 21A on L'ne 21B Thos os the BALANCE DUE, Mike Check Pa able to: Re ister 01 Wills, A ent .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ (21) (21A) ( ZIBI DArE f. 7'~~ DATE :i17}i ,- Form 1500 ,Rft... '.94; 1. One-third (1/3) to Bernice Frantz, wife of my son, Charles Richard Frantz, if living on the sixty-first day following my death. 2. Two-thirds (2/3) to my said son's issue living on the sixty-first day following my death, per stirpes, In the event that both my son, Charles Richard Frantz, and his wife, Bernice Frantz, should predecease me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to my son's issue living on the sixty-first day following my death, per stirpes. B. One-third (1/3) thereof I give, devise ilnd bequeath to my daughter, Nrs. John D. Yenser, if living on the sixty- first day following my death, to be hers absolutely and in me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to the issue of Nrs. John D. Yenser living on the sixty-first day following my death, per stirpes. C. One-third (1/3) thereof, I give, devise and bequeath to my son, David Earl Frantz, if living on the sixty-first day following my death, to be his absolutely and in fee simple. Should my son, David Earl Frantz, predecease me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to Marilyn Frantz, wife of my son, David Earl Frantz, if living on the sixty-first day following my death; provided, however, that if any children are born of this marriage, then, in that case, Marilyn Frantz is to receive one-third (1/3) of this one-third (1/3) if she be living on the sixty-first day fOllowing my death, and their children living on the sixty-first day following my death shall receive two-thirds (2/3) of this one-third (1/3), in equal shares, share and share alike. In the event that both my son, David Earl Frantz, and his wife, Marilyn Frantz, should predecease me or die on or before the sixtieth day following my death, I give, devise and bequeath this one-third (1/3) to their children living on the sixty- first day following my death, in equal shares, share and share alike. IV - I appoint CCNB Bank, N.A. of Camp Hill, Pennsylvania, guardian of any property which passes under this will or otherwise to Jlf.~ .j, ~~~ Page 2 \K'\tll.1J .... "I.I~L \llllk"H"'I,I\'\ ~lil'! \1-\kUT \IRHI C-\"IP 1111,1.. r,", P')ll minor or an incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education and support or to make payment for those purposes wi thou t further responsibility to the minor or to any person taking care of the minor. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years. v - I do hereby nominate, constitute and appoint my son, David Earl Frantz as Executor of this my Last will and Testament. In the event my son, David Earl Frantz, fails to survive me, or is unable or unwilling to serve as Executor, I nominate, constitute and appoint my son, Charles Richard Frantz, as Executor of this my Last will and Testament, None of my personal representatives shall be required to post bond in this or any jurisdiction. It is my request that my executor engage the law firm of Arnold & Slike in the administration of my estate. the If~NESS day :ERE~' hereunto set my hand and seal on this , 1984. /'Y)~ ~.1~(SEAL) ~Iargaret as. Fran tz Page 3 .-\R~()I.(} ,\: '1.ua:. \1 [IIR.. 1.\ \ "l-U\\. ~IO'j \I.\M~II \TJttU, 1:.\\11' ttlll. r,o, I,nll ~U-I\C~i:' ~ l'()11!lONI'IEAJJl'lI OF pnlHSYLVtillIt\l SS, COt; N'l'Y OF C't:r'lBl'HI,MID) I1E, the undel'si '.lncd, the testa tr.i>: and the \-li tnesses, respectively, whose names are si'.lned to the foregoing instrument, being first duly sworn, do herel~ declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. , ;. ../ vf-.k /5. , -'-::-Z;""?k" 1'1i tness /l&.J d ~~<LL._~ \1.vtness and day Subscribed, sworn to and acknowledged before me by the testatr~, subscribed and sworn to before me by both wi tnesses, this f/'c4..- of YAoL-1f ' 198~. \ ___~:/--';J:::..-" L. ...!-".t..... - ./ ' Notary Public It / J"r"'__ \ ! 4 ,;i~i\~ r: P(it~. :::~Uf;'.' P ~tll': Oll'J Ifl~t BOR~, Ct t . . "I filiI COU'lly 1. . ".:~'I'lf: t... 'l::) 1.Pt( ~2. ::Jti~ i:.".....,,'t, rc.."I:.,:-I1~tJ A!.S:tIJl,,,n of NOla:lt.i ^K~OU) lo: SI.ll\t. "rOIo"lu AllJ.\\, W,lj 't""~II ~UII T. t:,,"'.., Hill," 17011 REV. ISOIEX . (""1 cOM~N'l~~~~r1Y'NI' ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER 2196-0439 MARCARETTA S. FRANTZ SSO 193-36-2583 05/18/1996 must be disclosed on Schedule F.) DESCRIPTION VALUE AT DATE OF DEATH 1 641 shares of common stock PNC Bank, N.A. 30, 31,37 19,450,34 2 898 shares of common stock Dauphin Deposit Corp 29.25 26,266,50 TOTAL (Also enter on line 2, Reca nulalion) (It more space IS needed. insert additional sheets of same size.) Copyright (ell994 form lo'twlll only CPSystems.lnc $ 45.716.84 FOfm 1500 Schltdule B (Rel/. 4.86) REV. '508 EX + (2-87) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pln.no PrInt 01 1 ). FILE NUMBER ~l ')10,1)1.1') CO"'~H'~fbitl~~~~r.l"HI' ESTATE OF MARGARETIA 5, FRANTZ 5511 193-36-2583 05/18/1996 olntl -owned with RI hi 01 Survivorship must be disclosed on Schedule F) VAWI Al /JA 1[ QllIIAlI. DESCRIPTION 1 PNC Oank. N.A. - C.D. #21001019769 Burial Reserve Account It,'fJlj,l}f) 2 PNC Bank, N.A. checking account #5140021519 1.,1)88,8'1 3 Leader Nursing Home - refund check I "I~)/. ,Ii 1 4 1995 rent rebate check nr..57 TOTAL (Also entor on lIne!), fl.capltul~I~)r\; (Attach additional 8 112" J: 11" sheet' If mol. sllace I' fI..,feft i Copyrlghl(C:) 1994 tormsoflw.'. onty CPSys1e"", lne I II) I,l') , ')') ". _,I_,-...,,~- I""., "00 '"I,,,,t.l'. E fl.. r .'; I'lIhhlll~h, 1':\ I!'~f;tl Decedent Reporting PNC Bank, N.A. Two me Plaza, 33rd Floor Pittsburgh, PA 15222 PNCJBANK July 31, 1996 ! .1 David E. Frantz, Executor 403 Evergreen Road New CUmberland, PA 17070-2816 Re: Estate of Margaretta Frantz, SSN: 193-36-2583 DOD: OS/28/96 Deceased Dear Mr. Frantz: Please find the information you have requested on the above captioned decedent listecl below. Please be kind enough to fax me a copy of the death or short certificate to (412) 761-7149. =.urrCM'E Of! UI!ilU:ilT Captioned Margaretta Frantz Burial Reserve Account Myer's Harner Funeral Home .21001019769 $4,551.55 + $208.35 accrued interest Established 08/08/94 ~ ACaXlm' .5140021519 DOO Balance: Margaretta Frantz $4,085.46 ~ $ 3.43 accrued interest Established 01/01/78 Sincerely, ~ 1-800-762-1775 (#3) 57 /". \. m TOTAL AMOUNT PAID $2 .~ \ C'I" (.' ~.J~) MV. \ RECEIVED BY ~ ~\G....T M~ lfJ-pt ~IARV C 'RL.5~ 1 ~ 1 L.L.S REGlSTE. ,>:i -.- -' 71.~ D NO, AA 146619 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~k U~"62 IX 1"'41 ACN ASSESSMENT r:t CONTROL ~ NUMBER AMOUNT RECEIVED FROM: i SLlKE JOHN E 2109 MARKET STREET 101 .;: . 86E: . :;7 CAMP HILL. PA 17011 ESTATE INFORMATION: r:t FilE NUMBER ~ 21-1996-0/,39 I:t NAME OF DECEDENT (LAST] ~ FRANTZ MARGARETTA ... DATE OF PAYMENT Iii 08113/96 m POSTMARK DATE COUNTY SSN 193-36-2583 (FIRST) (MI) 5 .. CUMBERLAND DATE OF DEATH REMARKS /9 DAVID E FRANTZ C/O .JOHN E SLIK[ ESQUIRE CHECK" 396 SEAL REGISTER OF WILLS ~ --- _.--.' _.- -- ,_. ~- . -- ---...,..""..,- -..'---...N~ t. 4i W'- 1=-' 'OtDHflf -l ., , . . /> ler. 1/ BUREAU OF INDIVIDUAL TAXES .....RIUHC[ lAX DIVISION IXPT. 1I0ftOl tWlAlSalJIC, PA l111I.QbOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' ('/ NOTICE or INItERITANCE lAX APPRAISEHENI. ALLOWANCE OR DISALLOWANCE or DEDUCTIONS AND ASSESSHENI or lAX ",.,,,,,,, ,,, I""U JOHN E SLIKE ESQ SAlOIS ETAL 2109 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-11-96 FRANTZ 05-18-96 21 96-0439 CUMBERLAND 101 HARGARETT S A.oU"lt R..ttted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOllER PORTION FOR YOUR RECORDS ..... R-Ev:is4i-Ex-"FP-(jj:i:ij6Y-iioricni'f""itiHERiTANcE-rAx-iiPPRAiSEHEiir-,--"i.LOWANCE-OJi----------------- DISALLOllANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FRANTZ HARGARETT S FILE NO. 21 96-0439 ACN 101 DATE 11-11-96 TAX RETURN WAS: I X I ACCEPTED AS FILED I I CItANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roo1 Estoto ISchodul. Al III 2, stocks and Bonds ISchedul. BI 121 3. Closely Held stock/Partnership Int.relt (Schedule C) (3) 4. Hortg.g../Not.. Receivable ISchedule DJ (4) 5. C.sh/Bank Deposits/Hi.c. P.rson.1 Property (Schedule EJ (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transf.r. ISchedule G) 171 s. Tot.l A...t. NOTE: To insure proper credit to your account, sub_it the upper portion of this forn with your tax p.Yllent. ,00 45.716,84 ,00 ,00 10.429,99 .00 .00 IBI 56.146.83 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expens../Ad.. Costs/Hisc. Expanse. (Schedule HI (9) 10. Debts/Hortg.g. Liabilities/Lians (Schedule II CI0) 11, Total Deductions 12. Hat Value of Tax R.turn 13. Charitable/GOv.rn..ntal Bequa.t. (Schadule J) 14. Hat Value of est.t. Subject to Tax 5,918,40 7,91 1111 1121 1131 1141 c; ,Q?~ 31 50.220.52 .00 50.220.52 If an assessment was issued previously, lines 14, is and/or 16, 17 and lB will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Amount of lIne 14 .t Spou.al rat. (15) 16. Anount of LIne 14 taxable at Lin..I/Clasl A rat. (16) 17. Aaount of Lin. 14 taxable at Collat.raI/Cla.. Brat. (17) 18. PrincIpal Tax Due NOTE: .00 X .00= 50.220,52 X ,06= .00 X .15= IlBI .00 3.013,23 .00 3.013,23 TAX CREDITS: PAYHEHT DATE 08-13-96 DISCOUNT 1.1 INTEREST I-I 150.66 AHOUHT PAID 2,862.57 RECEIPT HUHBER AA146619 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 3.013.23 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I ), , ., RESERVATIONI E..at., of dec~t. dyIng on O~ before Dec..o.r It, .9.2 .. If any future Int.r..t In the I..at. I. 'ten.fltted In po......on or enJoY1lent to Ch.. . (colla..r.l) benlIflcl.rI.. of the dKedent after thl Iltplr.t1on of ."y astat_ for 11f. or for y..t., the C~.lth hlt.by ..pr...lv ta..tv" the right to appral.. and ".1.. trent'.r lnn.rltBnCI TI.I. at the lewful C1I.. I (co11at.rall tat. on eny ,uch future Inter..t. PIJIPQS[ Of HOTJCEs To fulfill the reqult...".. of Section 2140 of thli InhlirJtBnCI and E.tat, Tell Act, Act 22 of 1"1. 72 P.S. s.cUon 2140. PA\?tEHT: Detech the top portion of thl. Hotlel and .ub.lt with your ply.."t to thl Rlal.t.t of will. prInted on the t.v.r.. .ldl. ..JWt. check or ....y order payable to: REGISTER OF HILLS, AGENT All p.~t. r,cllvld ,hall flr.t ba applied to any Int.r..t which ..y ba due with any r...Ind4r applied to the t... REflJHD (CR) I A nfund of . to credit, which w.. not reque.t~ on the ra. A.turn, .ay b. r~.ted by capl.Ung en "Appllntlan far A.fund of P~.ylvenla I~rltanc. and E.tat. f.... (AEV.1311). Application. ar. av.llabl. at the Offlc. of the A.gl.t.r of Will., any of thl Zl A.venue Ol.trlct Offlc.., or by calling the ,pecl.l Z~-hour answarlng s.rvlc. nuabars far far.. ardarlngl In Pannlylvenl. 1.800.36Z.Z050, out.ld. Pannlylvenla and within lacal HarriSburg ar.a (717) 787-8094, fDD' (717) 77Z-ZZ5Z CHaarlng lapalred Only). 08JECTIONSr Any party In Int.r..t not satlsfl.d with the appr.ls..ant, .llowanc. or dlsallowanc. of d.ductlon., or ....s.-.nt of t.. (Including dltcOU"lt or Int.r.IU .s ~ an this Notice .ust object within .bty (60) d.ys of recalpt of \hit HoUc. by: --written prat..t to the PA Dapart-.nt a' A.venue, la.rd a' Appaal., Gapt. Z810ZI, Harrl.burg, PA ..elactlon to have t.tM .att.r cs.t.r.lned .t audit of the account a' the personal r.pr..entaUn, --app..1 to the Orphan.' Court. l7U8-10n, OR OR ADMIN ISfAATlVE CORRECTlONSr factual .rrar. dl.cav.rad an this .....s..nt .hould b. addr..s.d In writing to: PA D.p.rt..nt a' A.v.nue, lur.eu of Indlvldu.1 Tans, AnN: Pa.t Anus.ant A.vlaw Unit. D.p\' Z80601, Itarrltburg, PA 171Z8.0601 Phona (717) 787-6505. S.. page S of the bookl.t "'Instructions far Inherltanc. fa. A.turn far a A..ldent Decadent"' (REV-IS01) far an .xplanatlon a' adalnl.tratlv.ly carrectabl. .rrars. DISCOl.NT: If any t.. due I. paid within thr.. (3) cal.ndar aooth. aft.r the dec.dant.. d.ath, . 'Iv. p.rcant (S~) dl.count of the tax p.ld It allowed. PENALTV: The ISX tax __sty nan.p.rtlclpaUon penalty It C9PUtad on the tat.1 of the ta. and Intarast ananld, and not p.ld be far. Janu.ry 18, 1996, the first day .ftar the .nd of the t.x .anasty p.rlad. This nan-participation penalty I. appaalabl. In the sa.. .ann.r and In the the s... tl.. period a. you would app.al the t.x and Int.r.st that hat bien ......ad a. Indlcat.d on thlt notlc.. INTEREST I Int.r..t I. charg~ b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .anth. and ana (I) day froe the data of cs.ath, to the data a' paywant. Tan. which bee... delinquent bafar. January I, 198Z bear Int.r..t at the rat. of .1. C6~) percent per annua calculated .t a dally rate of .00016~. All tax.. which bac... delinquent an and after January I, 198Z will b.ar Int.r..t at . rate which will vary fro. c.lendar yaar to calendar y..r with that rat. announced by the PA O.part-.nt of Revenu.. fhe appllcabl. Int.r..t r.t.. for 198Z through 1996 ar.: '!!!! Intar..t Rat. Dally Intar..t Fnctor !!!or Intarut Rnt. Dally lntar..t Fnctor 198Z ZO:C .000S~8 1987 'X .000Z47 1983 ..X .oooua 1988.1991 1I~ .000301 1.84 llX .000301 199Z 'X .000241 1985 13X .0003S6 1993.199't n .0001U 1986 lOX .000274 1995.1996 'X .000247 ulnt.r..t .. caleul.tact .. follow., IKTEREST = BALANCE OF TAX UNPAIO X ~"BER OF OAYS OELIKQUEKT X OAILY IKTEREST FACTOR --Any Hotlce b.ued after the tax b.co... detlnquant will nf1ect an Int.rut calculntlon to flft.an US) den beyond the data of the .......ant. If payaant I. .Bda .ft.r the Int.r..t cu.putatlon data .hown on the Notlc., eddltlonal Int.r..t .....t be c.lculat~.