HomeMy WebLinkAbout96-00544
PETITION nm PIWIlATE IIntl GHANT OF LETTEHS
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lhe I'l.'liliun or 111\,' IlIldc."\I}!lIl'd 1l'\PL'l'lltlll~ U'llIl.'\I.'II1\ thai:
Y'UII I'l'litilllll'II\). \\lu1 i,lilll' IX Yl'ar\ 111 ill!l' (I(' 1,IdCI alllhl'l,.'\""I,.'ut,"- _ ._____________ named
illlhl'la\1 \\ill ol'lilL'ahu\l'dL'\..'L,.klll,dalcl! m__~_._~_________' (IJ__
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DCl.'l'lll.lClIl \\a\ IhH1IidlCd al death in _,' ,___C_t!..,:~ 'f..:...!.~L~((__H ____ CUlml)'. Pennsylvania, wilh
hL~___, la" family IIr prindpal rc,idcll,c al .t.j 7!Y.:.I:J... (!/!!u.Lu___J1. i!l";( .. J. J
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E\\."l'l't ", r\lllll"~'" l,.!rCl.'tJcIll did 1I00l11arry. \\a\ nnt t..Jh"Orl'l.,'U and did litH have a ,hild born or adopted
aftcr c\cclIliollOf Ihc \lilloffcrcllJVr plllh,t1c: '"'' nllllhc I'klimof a killillg and wa, nCl'cr adjudicaled
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()l'l'l'lHh.'nl ill lkalh llwm:d prupl:r1Y with c"Ilirmllcu \'ahll:~ a" 1'0110\\":
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(If nol dnl11icilcd in l'iI.) Pcr\llnal properlY in 1'c.'IIIl\yh"illlia
(IInllt dOl1lidh:u in POI.) Pcr\onal pfllpl'r1Y in Cout1ly
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rn:"l'lIIl'll hcn:wilh and (hl' granl of k.ttl.r...____~. ~.._ ,-_c.!._..Ja'!!.!...!L:f_~:X.
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OATil OF PEI{SONAL ImPHESENTATIVE
(,O:\I!\IO:\\\'Et\J.T11 OF I'F:\:\SYJ.\'ANIA ! ..
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COl:\TY OF _,-(,~.!b(.:fcfE..L____.. J
lhl.I'....lilion....II..) ahtn.....'1al11l.d "H.arl"~ or anirll1(1o) Ihallhe ...lale111....n" in the foregoing pClitioll arc
Int\,.. .1I1d \..'"lHI...",,'1 10 I Ill' h","1 01111.... J..1Hm!l'..I!!e ami bdid of I'cliliOllerC...) and that a\ personal rcprcscn.
lilli\'!"'l". tll Ih.... ahll\l' \k'\.'l'\krll 11\.'liliolll'I(') \\ill \\l'1I allll truly ,u..lmini...tcr lhe e'iIUIC according to law.
S\\Otll h\ \\1 alIIfIlH.'d ,1I1d 'lIh"..1I1'l'd I
heltlll' III\.' lhl' ~t:t?~/t." . "';". jd'!\ 01
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IS: //3-9 ?Mary c, Lewis' ,;..ti\Il'r/J,Il~1f-
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N 21-96-544
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K~IUlc 01' t.'/..,',".t
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In:CREE 0... I)ROIIATE ANI) GRANT 01<' LETfERS
AND NOW July 12th. 19~, in comidcralion of the petition on
the reverse side hcrcof, slllisfaclory proof huving becn prescnlcd bcfore me,
IT IS DECREED thul thc Instrumenl(s) dlllcd 1Ja. /, I1f if
described thcrcin be ndmittcd 10 probulc und filed of rccord ns thc IUM will of E Iv",Ll. L is//!? (
und Lellers "j;fl-,,,,,,,,, I<tV7
are hereby granted to AI. ..6.. ,/ :iil, k
'YrktJj. (J. ~IUlj/jbJ
/ .,i,'..of ill, Mary C. Lewis ~+
,
FEES
Probate, Lellers, Etc. .........
Shorl Ccrtificates! 4) . . . . . . . . . .
Renunciation ................
x-Pages (6)
JCP
S 200.00
S 12.00
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S 18.00
TOTAL _ S 5.00
. ~.~~Y. .~~~~.'.~~~!i. . . . . . . . . ~~?...qq.
ATTORNEY (Sup. 0. I.D. No.)
ADDRESS
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Called Executor on 7-15-96.
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. Irma Schackis
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lAW OFFICES OF
KEITH A. BLANK
3461 Markel SI . SUfle 303
Camp Hill, PA 17011
Phone (717) 737,2670
rIfTII
I hereby nominate. constitute. and appoint my brother,
HERBERT ZINK. as Executor of this my Last Will and Testament. In
the event he is unable or unwilling to act as such, then I
aminate, constitute and appoint HELGA T, WALKER as my executrix.
In the event that either my brother, HERBERT ZINK. or my sister,
ELGA T. WALKER, are unwilling or unable to serve as such, then I
aminate. constitute and appoint the Members First Federal Credit
Mechanicsburg, Pennsylvania. as Executor of this my Last
ill and Testament.
SIXTH
In the settlement of my estate, my Executor shall
assess. among others, the following powers:
1) To retain for the benefit of my estate any
investments that I may have at my death,
including
specifically those consisting of stock of any bank even if I
have named such bank as executor herein, so long as the
executor may deem it advisable for my estate to do so.
2) In order to effect a division of the principal of my
estate or for any other purpose, including any financial
distribution. the executor is authorized to make said
divisions or distributions of the personalty and realty partly
or wholly in kind, and to allocate specific assets among
~JD~
beneficiaries so long 1lB the totul market value of any uharo
is not effected by such division or allocation,
3) To sell either at public or private sale and upon
such terms and conditions as the executor may deem
advantageous to the estate, any or all real personal property
or interest owned therein by the estate severally or in
conjunction with other persons or acquired after my death by
the executor and to consummate said sale or sales by
sufficient deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title, free and clear of
all trust and without obligation or liability of the purchaser
or purchasers to see to the application of the purchase money
or to make inquiry into the validity of said sale or sales;
also, to make, execute. acknowledge and deliver any and all
deeds, assignments. options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon the executor in this paragraph or elsewhere in
my will,
4) To mortgage real estate, and to make leases of real
estate.
5) To borrow money from any party, including the
executor. to pay indebtedness of mine or of my estate,
expenses of administration, legacy, estate and other taxes,
and to assign and pledge assets of my estate therefor.
LAW OFFICES OF
KEITH A. BLANK
3461 Markol 51. SUIte 303
Camp Hili. PA 17011
Phone (717) 737-2670
~j~
6) To pay all costs. taxes, cxpcnscs and charges in
connection with the administration of my estate or a trust,
7) To vote any shares of stock which form a part of the
estate and to otherwise exercise all the powers incident to
the ownership of said stock,
8) In the discretion of the executor to unite with
other owners of similar property in carrying out any plans of
the reorganization of any corporation or company whose
securities form a part of the estate.
9) To do all other acts in their judgement deemed
necessary or desirable for the proper and advantageous
management, investment and distribution of the estate or
trust.
10) The corporate fiduciary, if any, shall be entitled
to compensation based on its regular schedule of fees for such
services in effect at the time of the service rendered,
5-EVEN'l'H
I direct that no trustee, executor, or other fiduciary
amed. nominated or appointed in this my Last Will and Testament
hall be required to post any bond or give any security of any type
or any purpose whatsoever. any law or rule of court of the
ommonwea1th of Pennsylvania or any other jurisdiction to the
ontrary, notwithstanding.
LAW OFFICES OF
KEITH A. BLANK
3461 Market 51. SuT1e 303
Camp H.a. PA 17011
Phone (117) 131,2610
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OMMONWEALTH OF PENNSYLVANIA
OUNTY OF CUMBERLAND
We, ELVIRA I. BLEUL,
G\_\el\. 'w./(O<cb(e!( :P.
. and
n
. the Testatrix and witnesses
to the attached or foregoing
espectively,
nstrument, being first duly sworn, do hereby declare to the
ndersigned authority that the Testatrix signed and executed the
nstrument as her Last Will and Testament and that she signed
illingly. and that she executed it as her free and voluntary act
or the purposes therein expressed. and that each of the witnesses,
n the presence and hearing of the Testatrix, singed the Will as
itnesses and that to the best of their knowledge, the Testatrix
as at the time eighteen years of age or older, of sound mind and
nder no constraint or undue influence.
ITNESS:
~ ~L ){~il
~r/Ju\~
~A'A_J~
ELVIRA I. BLEUL
worn to the subscribed to before me
--Ltt.-- day of ~rnb('r
--
._- No' II'" Sr~;l1
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Dnrl:] C. .\. :":;, "1\,('/1:1"'0 county
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y Commission Expires:
LAW OFFICES Of
KEITH A. BLANK
346 t Markel 51 . Suite 303
Camp H.a, PA 17011
Phone (717) 737-2670
CERTIFICATION OF NOTICE UNDEH HULE 5.6(at
Name of Decedent: i/",-",l.- I
i? /("J 1
Date of Death: T,,/.,, 3 I~<;t,.
Will No.
Admin. tlo. 7~- /' -y, ,'i ~ Iv'l/,,-OO,5''t'('
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-caplioned estate on
'JWy 10, tf,' :
.
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Address
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Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except ,AloAJQ
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Signature
Name /~"~i,.f /.;.. k
Address 5'h' 17?1,:ldl/'"n' r/v.:.
Ifi'/.O'fdj.!U,"f ,(1,,- 11','[S-
Date: /o/2./f'
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Telephone(?'!) 1'(17. ??' .J~ 2_
Capacity: x.. Personal Representative
Counsel for personal
representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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FOR OATIS Of OIATH AnlR 12/31191 CHICK HIAI
II A SPOUSAL
POVlRTY CRIOII IS CLAIMID I
flU NUMBlR
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COMMONW(Alftt Of Prt4H!aUVANIA
OEPARTM(NT Of fUVWUI
01" 180601
HAUI!aBURG. PA 171180601
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PICIPIN .!! tjAMIIIA~'. III!!I. AIm MIOUll ItllTIAq
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Supplemenlul Relurn
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115
!17I/,-A CharleH !luau
HechankHhllrg, I'A 17055
(0""[ l:umbcdallu. _ u_"
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Remainder Return
(lor dale' of dealh prior 1012.13.821
Federal E'lale Talt Return Required
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0_ S. Tolol Number 01 Safe Depo,il Bou,
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[ ] 01.0 Fulu'o In'ere,1 Compromi,,,
(lor dohn of deoTh alter 12.12.82)
Decedon' O;.d Te"al. II 7 Oeced.n' Main'a;n.d 0 l;,in9 Tru.'
(Anoch copy of Willi (Alloth copy 01 Tru,l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
Original Relurn
limiled e,lote
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COMPlltI MAIliNG APORU!!
NAME
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Hcdwllh:sburg./_ fA'
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KeiJJLQ,-1l=U=ll~E"qulru-.....-
IEU'HON( NUMIU
717 697-8528
17055
84.500.00
III
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1. Real e'tale (Schedule A)
2. Stoth and Bond, (Schedule B)
3. Clo,ely Held Stoc~JPortne"hip Inlere,t ISchedule q
... Mortgage, and Note, Receivable (Schedule 0)
5. Ca,h, Bon~ De po, it, & Miscellaneou, Personal Properly
(S,h.dul. E)
6. Joinlly Owned Properly (Schedule F)
7. Tran.I... (S,h.dul. GI(S,h.dul. LI
8. Tolol Gran Auets (10101 line, 1.7)
9. Funeral bpen,e" Admini,trative Co,ts. Miscellaneou,
Eltpen'e' (Schedule H)
10. Debt" Morlgoge liobilitie,_ Lien, (Schedule II
II. Tolol Deduction, (lotolLines 9 & 101
12. Nel Value of e,tole (line 8 minus line 111
13. Charitable and Governmenlal Beque,ts (Schedul" J)
u. Net Value Subject 10 Talt lline 12 minus Line 13)
15. Spou,ol Tron,fers (for date, of death alter 6.30.9")
See In,truction, for Ar,plicoble Percentoge on Reverse
Side. (Include value' rom Schedule K or Schedule M )
Amount of line 1.4 laltable at 6% rote
(Include value, from Schedule K or Schedule M)
Amount of line 1.4 loltoble 01 15% rote
{Include value, from Sthedule K or Schedule M.I
Principal tOlt due (Add tOlt from line, 15. lb and 17_)
Credil' Spou,ol Poverty Credit Prior Poymenl'
(191
PO)
,17,173.96
1.951.4L
(6)
(71
103,625.37
(8 I
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(9 I
18.440.90
73,78!,.16
(101
92,225.06
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(111
(12)
(131
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(15)
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5,700,16
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342.01
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1,197.03
(171
(181
Discount
Interest
+
+,
Th;,;. ,h. OVERPAYMENT.
II line 19 i, greater than line lB, cnler Ihe differenco on line 20_
DID
Check here 11 you ore requesting 0 r.fund of your avltrpoym.nt.
1,197.03
(21)
121AI
(2181
1,\97,03
If line 18 i, greater than linlt 19, enter the difference on lin" 21. Thi, i, the TAX DUE.
A Enler Ihe interest on the balance due on line 21A.
e, Enler Ihe tolol of line 21 and 21A on Line 21B. Thi' i, the BALANCE DUE.
Mak. Check Payabl. ~o: R.~I~~.r. !f WIII~!_ Ac~.nt _ __ _____________
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVEiisE"siDEANDTO RECHECK MATH ---:.(-;;;.(- ~-----
~~der penoltie' of perjury, I declore thai I have e.lomined this relurn, including accompanying schedule, and ,,(olemenh, and 10 Ihe best of my ~nowledge and belief,
It" true, correct and complete. I declare thol 011 real l'\lole has been reported 01111.10 m(]f~el value Declorohon 01 p't!parer olher thon the personal repreulnloliyc i,
baled on 011 informal ion of which preparer ho\ ony ~now'edge
~w.tlAfu:J or Ph~-6~.n.PONSlilnoi-'ll-IN'G'i-tli-iiii' n___ -AOOiil!!~-~Sl.O I\Pllal.:lch'ian .'.venue -- DAlf --
,. !t.!'''''' __'!.._ ,__' Executor !IcdwnlcHburg, I'A 17055 II/I;}?l
'__.uV:._."',.. I AIIR Olt'I" HIM~ IIPUI~t~lTA'I~f' - A{lP~I~~ 0/-'/'// /1 n~"
'f1€ 4/, I,. }lilin Sl" ::cdwnLcHbnrg, I'A 17055 1'1 7L,
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Act #48 of 1994 provides lor the reduction 01 the tOll rates imposed on the net value 01 translers to or lor
the us. of the spouse. The rates os prescribed by the statute will be:
. 3% (.03) will be applicable lor estates of decedents dying on or alter 7/1/94 and before 1/1/96
. 2% (.02) will be applicable lor estates 01 decedents dying on or alter 1/1/96 and belore 1/1/97
. 1% (.01) will be applicable for estates of decedents dying on or alter 1/1/97 and before 1/1/98
. Spousal translers occurring on or alter 1/1/98 will be Ollempt Irom Inheritance tall.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES_1I0
1. Did decedent make 0 transfer and:
x
a. retain the use or income 01 the property transferred, ...........................................,......,....
b. retain the right to designate who sholl use the property transferred or its income, ...............
x
c. retain 0 reversionory interest; or ...................................................................................
x
X
d. receive the promise for Iile of either payments. benefits or care~ .......,...............................
2. II death occurred on or before December 12, 1982. did decedent within two years preceding
death transfer property without receiving adequate consideration~ If death occurred after
December 12. 1982, did decedent transfer property within one year 01 death without receiving
adequate consideration~....................... ............................. ............................ ..... ....... .......
X
.
"
,
,
3. Did decedent own on 'in trust lor' bonk account ot his or her dealh~......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. .
IIV1)0II1",1'1I
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploalo Print or Typo
FILE NUMBER
1996-544
1I~:J~:~l\
"",JfjJJ.Jp
COMMONWfAUH 0' 'fNNSVlVANIA
INHlIlTANCI TAX InUIN
IUIDINr DICIDINT
ESTATE OF
Elvira I. Illcul
tAil prop.rty lolntly-owned wllh the Right 0' Survlvo"hlp mUlt b. dlulo..d on Sch.dul. FI
ITEM 5
NUMBER DE CRIPTION
VALUE AT
DATE OF DEATH
1. Illuc Cruss/Illuc Shleld diHabllily pay
2, Refund - Hampden Tuwnship Ambulan"c Assu"iatiun
3. lIarrisburg IUltun - payment Cor servkcs rcndcred
4, Mls"ellaneuus furniture. persunai pruperty aud "luthing
uC value
5, 1992 F'urd Taurus, 4 duur sedan
6, Refund - Real Estate Es"row A""uunt
7, Refund - West Shore Tax Ilu reau
123.57
171.00
740,00
8.745.00
6,830,20
543,53
20,66
TOTAL (Allo ontor an lino 5, Rocapitulation) S 17 , 173,96
(Attach additional 8VJH )( I1H ,heets if more 'pace il needed.)
"
.fV.l109U.jIUII
~
COMMONWEAUH 0' "NN~YlVANIA
INHUltANCf TAX RfTURN
IU~IDINT DICIDENT
SCHEDULE F
JOINTLY -OWNED PROPERTY
'I
Jolnl '.nonll.I,
a I. 111<'\11
FILE NUMBER
1996-54'.
ESTATE OF
_______~_~ __.___..__...__.___,-__._________________.______ ._______._________________m_________
ADDRESS
540 "l'l'al'h.:hLan Avcn\lc
Ncchanlcshurg, I'A 17055
RELATIONSHIP TO DECEDENT
IIrutwr
A.
NAME
Hcrbert Zlnk
B.
C,
Jolnlly-own.d prop."y'
ITEM LmER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMB'EI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 10/20/9. Hembers First Crcdit Uniun 2,729,19 502 1.364,60
Savings accuunt #114107-00
2, A 10/20/9 Hcmbers First Crcdit Uniun 1,173.61 502 586.81
Checking "ccuunt #114107-11
-
TOTAL (Also enter on line 6, Recapilulalionl 51,951.4t
(II more space is needed inser' additional sheels of sume size)
.l\lIt1llhl'"1
ESTATE OF
~~'\l
".IJ;1i,-(\
- ~ril~,..
(OMMONW(AUIt Of P(NH!.VlYANIA
INH(RllAH(( lAX AflUAN
_"UIO(H' OrCfD(N_'_. ~
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
I 0 _ _Pitta.. Print or Typo
FILE NUMBER
I;lvira I. IIleul
ITEM
NUMBER
A. Fun.ral Expon....
o__~__. --------------------J-..J9..9-C!.=.5!tLr----- -0.'0'
DESCRIPTION . AMOUNT
I
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
2
Hyers-Harner Funeral Hume
Rulling Green - grave upening fee
I Admlnl.tratlv. Co.ts:
1.
Personal Reprosentatiyo Commissions
Social Security Number of Personal Repre,entall,e:
Year Commissions paid
2.
Snelbaker & Brenneman, p, C,
Attorney Fee.
3.
Family Exemption
Claimant
_ Relation.hip
Address of Claimant at decedent'. death
Street Address
City
Slate
Zip Code
Probate Fee. tu Register uf \~ills, Cumberland Cuunty
Mlscellan.au. Exp.ns.s:
Advertise letters - The Patriut News Cu,
Advertise letters - Cumberland Law Juurnal
Chuck Bricker - cummissiun un sale uf persuna1ty
Chuck Bricker - appraisal fee
Re/Hax, ERA - cummissiun un sale uf real estate
Transfer tax un sale uf real estate
Reserve fur filing accuunt, accuuntant fees and miscel1aneuus
expenses
TOTAL (AI.o enter on line 9, Recapitulation)
(If more 'pac. Is needed, Insert additional sheets of .ome size.)
4,922.00
695,00
2,000.00
235.00
63,40
40,00
1,127,50
40,00
5,915.00
845,00
2,000,00
S (cuntinued)
. "':1111:' ".:, '*'
COMMONWfAUH 01 '(NN"'....ANIA
INHUIIAHCI ,.. I. IV"!
_"lOIN' OIClOIHI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
L..... PO.. .. ,,,.
FILE NUMBER
ESTATE OF
Elvira 1. IIte,,1
1 I _</1
N~TJ~ER DESCRtPTION
1, Nembers First CredIt Uniun - persunal sl!;naturc luan 1111/,107-03
2, Nembcrs First Credit Unlun - vehlde lua" 111"'''07-0/,
3. ~lembers First Credit Uniun - VISA a~~uunt 11/.1214499921/.1072
balance:
4. 1'1111 Nurtgage Services murtgage, baJan~e due:
5, Unigraphics - due un accuunt
6. Brunstein & Jeffries - due un a~cuunt
7, Ehrlich - due un accuunt
8. I'P&L - due un accuunt
9, Bell Atlantic - due un accuunt
lO. Suburban Cable - due un accuunt
11, Deissler's - due un a~cuunt
12, Water Cumpany - due un accuunt
13. Stephensun's - due un a~cuunt
14, Hampden Tuwnship - (sewer) due un ac~uunt
15. Cunduminium Assuciatiun dues - due un accuunt
16, Hampden Tuwnship Ambulance - due un accuunt
17, David Brunstein, N.D, - due un accuunt
18, Juhns Hupkins Huspital - due un accuunt
19, West Shure ENT - due un accuunt
20, Wulpuff & Abramsun - due un accuunt
21. Apria Hea1thcare, Inc, - due un account
22, Brunstein & Jeffries - due un accuunt
TOTAL (Aho enler on line 10, Recapitulation)
(IF more space is needed. insert addifional sheets of same size,)
.---"
,
AMOUNT
3,252,12
7,003.51
3,352,35
54,766,57
30,44
60,00
91.45
99,45
153,43
10,66
55,29
47,06
29.56
98.00
55.00
386,00
55,00
2,4[,0,00
275.00
1,066,74
351,53
105.00
$ 73.784,16
r' ,
LAW OFFICES OF
KEITH A. BLANK
;461 Marke1 St.. SUlle 303
Camp HM, PA 17011
Pnone (717) 737.2670
such statement or list in existence at the time of my death shall
e determinative with respect to all items devised therein. If no
ritten statement or list is found and properly identified by my
Executor within ninety (90) days after the probate of my Will. it
shall be presumed that there is no such statement or list and any
ubsequently discovered statement or list shall be ignored,
FOURTH
I hereby give all the rest. residue and remainder of my
state as follows:
1) Fifty percent (50%) of my estate consisting of real.
personal and mixed property, whatsoever and wheresoever the
same may be, I give, devise and bequeath unto my mother, IRMA
E. SHELBY.
2) The remainder of my estate shall be equally divided
among my four siblings, HELGA T. WALKER. HERBERT ZINK. OTTO
ZINK and MANFRED ZINK,
3) If my mother predeceases me, her share shall go to
my four siblings, HELGA T. WALKER, HERBERT ZINK. OTTO ZINK.
and MANFRED ZINK, in equal shares,
4) If any of my siblings predecease me, their share
shall go to their children per stirpes.
~J.~
.
~
t
FIFTH
I hereby nominate, constitute. and appoint my brother.
ERBERT ZINK. as Executor of this my Last Will and Testament. In
is unable or unwilling to act as such, then I
aminate, constitute and appoint HELGA T, WALKER as my executrix.
In the event that either my brother, HERBERT ZINK. or my sister,
ELGA T. WALKER. are unwilling or unable to serve as such, then I
aminate, constitute and appoint the Members First Federal Credit
Mechanicsburg, Pennsylvania, as Executor of this my Last
Testament.
SIXTH
In the settlement of my estate, my Executor shall
assess, among others. the following powers:
1) To retain for the benefit of my estate any
investments that I may have at my death, including
specifically those consisting of stock of any bank even if I
have named such bank as executor herein, so long as the
executor may deem it advisable for my estate to do so.
2) In order to effect a division of the principal of my
estate or for any other purpose, including any financial
distribution, the executor is authorized to make said
divisions or distributions of the personalty and realty partly
or wholly in kind, and to allocate specific assets among
LAW OFFICES OF
KEITH A. BLANK
1401 Matkel SI . SUIte 303
CamP H', PA 17011
Pnono 1711] 737,2lj70
~,J~
.
beneficiaries so long as the total market value of any share
is not effected by such division or allocation.
3) To sell either at public or private sale and upon
such terms and conditions as the executor may deem
advantageous to the estate, any or all real personal property
or interest owned therein by the estate severally or in
conjunction with other persons or acquired after my death by
the executor and to consummate said sale or sales by
sufficient deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title. free and clear of
all trust and without obligation or liability of the purchaser
or purchasers to see to the application of the purchase money
or to make inquiry into the validity of said sale or sales;
also, to make, execute, acknowledge and deliver any and all
deeds, assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon the executor in this paragraph or elsewhere in
my will.
4) To mortgage real estate. and to make leases of real
estate.
5) To borrow money from any party. including the
executor, to pay indebtedness of mine or of my estate.
expenses of administration. legacy. estate and other taxes.
and to assign and pledge assets of my estate therefor.
LAW OFFICES OF
KEITH A. BLANK
1.61 Market 51.. Su..e 303
Camp HI", PA 170t 1
PhOne (717) 737,2670
~J~
LAW OFFICES OF
KElTH A. BLANK
~61 Marlte1 5t . SUIte 303
Camp H., PA 17011
Pllone (717) 737.2670
6) To pay all costs, taxes, expenses and charges in
connection with the administration of my estate or a trust.
7 ) To vote any shares of stock which form a part of the
estate and to otherwise exercise all the powers incident to
the ownership of said stock.
8) In the discretion of the executor to unite with
other owners of similar property in carrying out any plans of
the reorganization of any corporation or company whose
securities form a part of the estate.
9 ) To do all other acts in their judgement deemed
necessary or desirable for the proper and advantageous
management. investment and distribution of the estate or
trust,
10) The corporate fiduciary, if any, shall be entitled
to compensation based on its regular schedule of fees for such
services in effect at the time of the service rendered.
SEVENTH
I direct that no trustee, executor. or other fiduciary
amed, nominated or appointed in this my Last Will and Testament
hall be required to post any bond or give any security of any type
or any purpose whatsoever, any law or rule of court of the
ommonwealth of Pennsylvania or any other jurisdiction to the
ontrary, notwithstanding.
~_J~-
EIGHTH
All inheritance, estate and succession taxes (including
interest and any penalties thereon) payable by reason of my death
shall be paid out of and be charged generally against the principal
f my residuary estate without reimbursement from any person.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
o this, my Last Will and Testament, consisting of seven (7)
ypewritten pages, the first five (5) of which bear my signature at
he bottom for the purpose of identification this 1st day of
ecember, 1994.
~J~
ELVIRA I. BLEUL
ITNESS:
Pit-
ADDRESS:
<3L/1o I fI't.Ib.....J-. ~ ~,; b :?P3 ~/' J
J 170/1
..31../1,,( fIItu'~-I, )~ ~::;4'<(J3amp/JiI/
/ Io/t 1")jI /
LAW OI=FICES OF
KEITH A. BLANK
. W6 t M4" I:! S: Su..e 3DJ
c..".,p.... PiA 170"
~ ~ .711\737.267(\
l.nnOt'LOAII
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In. III.
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100. AM:lCII'f'I '1.10 IT .. III 111111 or IIOUOWIa ~oo. ~C*I IIII.MOWT 1lUI1'O nun.
III. De dt.....rM.t__ 1.000.00 SOl. I_c.n Depodt I'Mh.tructllllll"
101. .rl..1 1. ....."t .1 __ ....1.' II.SOO.OO IOI.I,ul_lItC'hu...t.I.l1u IhI. .... 1.101.01
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Ill. SlS.
III. ~II.
IU. SlI.
III. III.
lit. Sit.
no. 'IVnJ. '1.10 I"roa 1iOUClWD. IS,SOO.OO $10. 'IOI'AI. uwerI<* IIOUII1' tlU'I It lUll u.no.s.
100. OIl AT IITTUtCIWf noIlI'I'O 8ClUOIII1. 100. e.... AT Ift'n.DIIJIT TO/not! llU.Ill.
101. Gr... &a, tllI. I~ lar.-r 111_1101 ....u.n 101. Cnlll '-lit Du. 'o..Un Ill",.,O) n.Il'."
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,.ul..."t""."l
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
51:
lIerl>ert Zlnk
boing duly ._ ~"WU.rll __ _ _ _ _ _ .ccording 10 I.w. dopolol ond '.Y' Ihol ho _ ,_.is ~J.'" ElICClIl:ur
________n__ ____ _ 01 Iho E,I.lo 01 ____LJ.ylnLl..._IHcILL__, __,_,__________,__
1.10 01 ___ Nedlanicsl>urg ______ _ _ _. Cumborl.nd Counly. P.., deco..od .nd Ihet the
within i. en invonlory modo by ___ ~C1:.~e!t_Z!n~ ______ __ _ __ -_I Iho ..id Executur
01 Ihe onliro o.lalo 01 ..id docodonl. con.i.ling 01 .11 Iho porson.1 propurly .nd ro.1 osl.Io. oxcept ro.1 0.1.10 ouhide
the Commonwo.llh 01 Penn.ylv.ni.. .nd Ih.1 Iho liguro. oppo.ito o.ch ilom 01 Iho Invonlory ropro.onl il'. I.ir v.lue
.. 01 Iho d.lo 01 docodonl'. do.lh.
Swurn tu
.nd .ub.cribod boloro mo,
__ __ '.- (-t<:~..{--.fr-4
Executor. Admlnhh.tor
this 1/111 day uf
-----:-J '.
\'::::td-Ju t',ul)
11i1;'c/OrhJ17L 19 96
;. :i~~::;J j'
f),\~r:lJ I J i :1"_'" : )~Jrv PI.b!iC
t..;~~,,_, :...,J,,"; l-.,;tll CUiI1t'Hl:\ncICounly
'Ay C()rnrTll':~:Oh E ~ptO~ Due 31, 199fl
~', ..~"., p. hr,"'lT:t 1\""('(1:":<"''(1 fJH-.-:'~
5~0~Jl~ala_"-'-'.!an Avenue
Nechanicsburg, I'A 17055
Addr...
Dole of De.lh
3
July
1996
Day
Month
v..,
INSTRUCTIONS
I, An invenlory musl be Wod within Ihreo monlh. .1I0r .ppoinlmenl of person.1 reprelenl.tive.
2. A .upplement invonlory mUll bo Wod within Ihirly d.YI of dilcovery of .ddition.1 .1I0h.
3. Addition.1 .hoeh m.y bo .It.chod ., to porson.lly or ro.lly
4. Soe Arlicle IV. Fiduci.riel Acl 011949.
~ 1-:
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en W 0 <( ~ "'I ,,:. '" <(
en > Z '" "'I ~I -
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0 '" ~. 0
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS .....
R-EV:isiii-Eif-AFii-iiif:9bi--NOr-icE--OF-i-NHER-iTAN-CE-ifAX-A-PPRiiisEi1ENT~--ALi:OWAN-CE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELVIRA I FILE NO. 21 96-0544 ACN 101
If an assessment was issued previouslY, lines 14, 15 and,or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date,
ASSESSMENT OF TAX:
15. AnDunt of Line 14 at Spousal rat. tiS)
16. Anount of line 14 taxable at Line.l/Class A rat. 11&1
17. Anou"t of Line 14 taxable at Collateral/Class Brat. (17)
18. PrIncIpal Tax Dua
/y- //3 - ()
DU~EAU OF INDIVIDUAL TAXES
INlllkIUN([ ux D1VI~ION
Drp,. :aDbOI
tlANNISBUIlG. PA 1110'1I-0bOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INIlERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIONS AND ASSESSNENT OF TAX
KEITH 0 BRENNEMAN ESQ
44 W MAIN ST
MECHANICS8URG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
i
=
I
I
ESTATE OF 8LEUL
TAX RETURN WAS, I
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Red Est.t. (Schedule A) (1)
2. Stocks and Bondi (Schedule 8) (2)
3. Closely Held stock/Partnership 1nt.,...t (Schedule C) (3)
4. Hortg.gas/Nota. Receivable (Schedule DJ 141
5. Ca.h/Bank Deposits/MIsc. P.rson.1 Property (Schedule E) (5)
&. Jointly Owned Property (Schedule FJ (&)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses <<Schedule H) (9)
10. Debts/Mortgage liabilities/liens (Schedule II (10)
11. Total O.ducUons
12. Net Value of Tax Return
13. Charit.b1e/GoYern~enta1 aequ.sts (Sch.dule J)
14. Net Value of Estat. Subject to Tax
NOTE:
TAX CREDITS:
PAYNENT
OATE
11-12-96
RECEIPT
NUNDER
AA146928
DISCOUNT 1-)
INTEREST I-I
.00
02-17-97
8LEUL
07-03-96
21 96-054(,
CUM8ERLAND
101
Alltount R....ithd
I X) CHANGEO
SEE
84.500.00
.00
.00
.00
17.1"73.96
1.951.41
.00
(8)
18,440.90
73.784.16
1111
U21
U3l
U41
.00 X .00:
4,724.45 X.06:
6,675.86 X .15:
(8)
AMOUNT PAID
1.197.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
PAYMENT MUST 8E MADE 8Y 04-04-97*.
c./
~\~~
~rr~!~'
IlIlhllll" ':I.tlI
ELVIRA
"
DATE
ATTACHED
02-17-97
NOTICE
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tal< paylt8nt.
103,625.37
9???<; 06
11.400.31
.00
11.400.31
.00
283.47
1.001.38
1.284.85
1,197.03
87.82
.00
87.82
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1. NO PAYNE NT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FDR INSTRUCTIDNS.I
RESERVAtiON: [,tat.. of dacadant. dying on or bafar. O.c..b.r 12, 1982 -- If any futuro Int.r..t In th. ..tat. I. tran.f.rr.d
In Po...s.lon or .njoy..nt to Cia.. B (collat.ral) b.n.flclarl.. of the d.cadant aft.r tho a.plratlon of an~ ..tat. for
Ilfa or for yaar., the Co..onwaalth har.b~ ..pr...ly r...rva. the right to appral.. and a,..,. tran.far Inharltanc. Ta...
at tho lawful Cia.. B (collataral) rat. on an~ such future int.r.,t.
PURPOS[ OF
NOTICE:
To fulfill the r.qulr..ant. of S.ctlon ZI~O of tho Inh.rltanc. and E.tat. Ta. Act, Act Z2 of 1991. 72 P.S.
S.ctlon 21~0.
PAVNENTl
a.tach the top portion of thl. Notlc. and .ub.lt with your pay..nt to the R.gl.t.r of Will. prlnt.d on tho r.v.r.. .Id..
.-Nak. ch.ck or .oney ord.r payabla to: REGISTER OF MILLS, AGENT
All payaant. recalvad shall flr.t ba appll.d to an~ Int.ra,t which .ay be dua with any r..alndar appli.d to the ta..
REFUND (CA): A r.fund of a ta. cr.dlt, which wa. not r.qu..tad on the Ta. R.turn, .a~ b. raqu.,tad by co.platlng an ~Appllcatlon
for Refund of P.nn,vlvanla Inh.rltanc. and [,tat. Ta." tREY-Illl). Application, ar. availabla at the offlc.
of the R.gI.t.r of Will', any of the 23 Rav.nua Di.trict Offlc.., or by calling the .paclal 24-hour
an.w.rlng ,.rvlc. ~bar. for for.. ordarlng: In P.nn.vlvanla 1.800.362-2050, out.lde Penn'Ylvanla and
within local Harrl'burg area (711) 787.1094, TOOl <<117) 77Z.2252 (H.arlng I.palr.d Only).
OBJECTIONS: Any party in Int.r.,t not .atl.fl.d with the apprals...nt, allowanc. or dl..llowanc. of daductlon', or .ss.....nt
of ta. (Including dl,count or Int.r.,t) a, shown on thl, Notlc. .u,t Object within .I.tv (60)> day. of r.c.lpt of
this Notice by:
--wrltt.n prote.t to the PA D.part..nt of R.v.nu., 80.rd of App.al., O.pt. Z81021, Harrl.burg, PA 17128.1021, OR
..el.ctlon to h.ve the ..tt.r d.t.r.lned at audit of the .ccount of tho p.rsonal r.pr...ntatlv., OR
..app..l to the Orphan,' Court.
AO"IN
ISTRATIVE
CORRECTIONS:
Factual .rror. dl.cover.d on thl. a....s..nt should be addr.s.ed In writing tal PA Capart.ant of R.v.nu.,
Bur..u of Individual ,...., ATTN: Po.t As......nt R.vlew Unit, n.pt. 280601, Harrl.burg, PA 17128.0601
Phon. (1111 117.6505. Sa. page 5 of the bookl.t "In.tructlon. for Inheritance la. Return for a Re.ldant
Oec.d.nt" (REY.1501) for an e.planatlon of ad.lnl.tr.tlvely correctable error..
DISCOUNT:
If any ta. due I. paid within thr.a (3) cal.ndar eonth. .ft.r the dac.d.nt.. death, a flv' p.rc.nt (5~) dl,count of
the t.. paid I. .llow.d.
PENAL TV:
The 15X ta. aan..ty non"partlclpatlon pen.lty 1. coeput.d on the tot.l of the ta. and Intere,t .......d, .nd not
paid before January 18, 1996, the flr.t d.y aftar the .nd of the ta. aan..ty p.rlod. this non"partlclpatlon
p.nalty I. .ppaalabl. In the ,a.. .ann.r and In the tho sa.. tl.. p.rlod a. you would app.al the ta. and Intere.t
that ha. baan .......d a. Indlcat.d on thl, not Ie..
INTEREST:
Int.r..t I. charged b.glnnlng with first day of delinqu.ncv. or nlna 191 lonth, and one (I) day fro. the dete of
d.ath, to tho d.t. of pay.ent. 'aM.s which b.ca.. d.llnquent bafore January 1. 1982 ba.r Inter..t at tha rat. of
,1M <<6~) parc.nt par annul calculatld at . dally ratl of .000164. All taM.' which baca.e d.llnqu.nt on and aft.r
January I, 1982 will boar lnter..t at a rate which will vary fro. cal.ndar yaar to c.l.ndar y.ar with that rate
announc.d by the PA D.part.ent of R.v.nu.. tha .ppllcable Int.re.t r.te' for 1982 through 1997 .r.:
!!!r Intor..t RlIt. Dally lnt.re.t Flletor !!!!' Int.,e.t Rllte Ollllv Intar.,t Fllctor
1982 ZO~ .000548 1917 'l .00OZ47
1983 16% .000438 19118.1991 1l~ .000301
19114 11% .000301 1992 9% .0002~7
1985 13% .OO03S6 1993-1994 n .OOOI9Z
198& 10% .aOOZ74 1995-1997 'l .000241
uIntare.t It calculatad .. follow.:
INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..An~ Notlc. I.su.d aft.r the ta. becoe.. delinquent will r.fleet an Intare.t calculation to flft..n l15} day.
beyond tho date of the a...s,..nt. If pay..nt Is .ad. aft.r the intare,t co.putatlon date .hown on the
Notice, additional Inter..t "".t b. calculated.
IIY WO II "U, t. "-.'\
IIT...:..n'&
), . ~ ..4.~~1t~':~
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
IUIIAU O'INDIVIDUAL TAXIS
DEPT.2B0601
HARRISIURO, PA 1712B,060I_~ __
DECEOENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
--- - - -.----.- -....--- -- ._._~.- .-- .
-... --
FilE NUMBER './
_---=-?I to - 0 ;-9-~
ACN ~.V
((
.
!.!tL
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
I-j, 1:f4J -J7~ Ji"fifJ"i; ;.. wN /#-t..t" /5"%
t;,t+..e-j~~JL ,
TAX EXAMINER:__~~';~--------
PAGE
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,
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co
c:
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uu
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 210601
HAAAISIUAC, PI 171ZI~06al
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
tll( r;
roC -\:
,
*
NOTICE OF INHERITANCE TAX
APPRAISEHENT. AllDWANCE OR DISAllDWANCE
OF DEDUCTIDNS AND ASSESSHENT OF TAX
1(1,1"'" &1'111.'"
KEITH 0 BRENNEMAN ESQ
44 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-97
BLEUL
07-03-96
21 96-0544
CUMBERLAND
101
ELVIRA
I
Anount ReMitt.d
CIlT AlON~ TI-IIS I.tt.~ .. RE'~fIN !..!'~ER pn:1TI"H F~~ '!OUr. q!~nR!\42 _~
---..---....--------.....-.........---............. -.. . ..
....... -. ..
f7. J?,Z
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
15"-//3 .-9
BUREAU OF INOIVIDUAl TAKES
umLRI1AHC[ tAll DIVISION
DlPI. lUIIOt
IlARRl5llma, PA 111....01101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
f*
'-
1'1.11111111.111-."
KEITH 0 BRENNEMAN ESQ
44 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-17-97
BLEUL
07-03-96
21 96-0544
CUMBERLAND
101
EL V I RA
Amount R...lthd
-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HOTE: To insure proper credit to your Bccount, sub~lt the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ifE"v:i60TEX-jij:-p-io3':97y------tiiiii-iNHEiiiTA'NCE-fAiCSTATEHENToF'-;;ccoliN'T--iiliti---------------------
ESTATE OF BLEUL ELVIRA 1 FILE NO, 21 96-0544 ACN 101 DATE 03-17-97
TNIS STATEHENT IS PROVIDEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX OUE, APPLICATION OF All PAYHENTS, TNE CURRENT BALANCE. AND, IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-10-97
PRINCIPAL TAX DUE: 1.284.85
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
11-12-96
02-28-97
RECEIPT
NUM8ER
AA146928
AA185216
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
1.197.03
87.82
AMOUNT PAID
0\
IF.'
~
I
'1..
TOTAL TAX CREDIT
1.284.85
ccl-
P\
-'-':0
f"""
.JU
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1.
NO PAYHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTEO AS A "CREDIT" ICRI.
YOU HAY BE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
I
.00
.00
.00
# -. .,. . ~ .
'-'~"'>'-"""'''_'.~~5\:_:;;t,}~~rW~J.fl'\;''f~~~'1~~f~~~~;;;:<~~;u.....""a;..,_"
-,
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------
.
---_.__..~
...---...llQ...... .4Y~-
.,:. -
,:'/' fl. :, 'I If RECEIPT AND RELEASE
WHEREAS, ELVIRA I, BLEUL, late of Mechanicsburg, county of
Cumberland and commonwealth of Pennsylvania, died on the 3rd day
of July, 1996, having first made her Last Will and Testament in
writing dated December 1, 1994. which since her decease was duly
probated before the Register of Wills of Cumberland County and
Letters Testamentary were issued to HERBERT ZINK, the Executor
named in the Last Will and Testament of said Decedent; and
NOW KNOW ALL MEN BY THESE PRESENTS, that we, IRMA E, SHELBY,
HELGA T, WALKER, HERBERT ZINK, OTTO ZINK and MANFRED ZINK, being
the residuary legatees and distributees named in the will of said
Decedent and the persons entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
and say that we, and each of us, have examined the attached
Account and Schedule of proposed Distribution, and find the same
to be true and correct, and in strict accordance with the terms
and provisions of said will, and we do hereby acknowledge that
we, and each of us, this day have, had and received of and from
HERBERT ZINK, Executor of the Estate of ELVIRA I, BLEUL, the cash
and/or personalty set opposite our names in the above stated
Schedule of Proposed Distribution, in full satisfaction, payment
and discharge of all such sum or sums of money, legacies and
bequests, share or shares, purparts and dividends which were due,
owing and payable and belonging to us, and each of us, by any
LAW O"lcr;s
SNELDAKER.
BRENNEMAN
6: SPAR!:
means whatsoever, for or on account of our full share, part or
LAW OFFiCeS
SNELDAKER,
BRENNEMAN
8: SPARE
dividend of the Estate of ELVIRA I, BLEUL, Deceased, and all
interests accrued thereon,
NOW, THEREFORE, we. and each of us, the said IRMA E, SHELBY,
HELGA T, WALKER, HERBERT ZINK, OTTO ZINK and MANFRED ZINK, do by
these presents, remise, release, quit-claim and forever discharge
the said HERBERT ZINK. his heirs. executors and administrators,
of and from our said share or dividend of the Estate aforesaid,
and of and from all actions, suits. payments, accounts,
reckonings, claims and demands whatsoever, for or by reason
thereof, or of any act, matter, cause or thing whatsoever, from
the beginning of the world to the day and date of these presents,
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of wills of
Cumberland County and by having the balance in the hands of the
Executor, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland county - orphans' Court Division. we,
and each of us, do hereby agree that the foregoing Account and
Statement concerning the matter of settlement may be recorded
with the same effect upon us, and each of us, as if the same had
been reported upon by said court, in a decree of distribution
made on such report by the said Court of Common Pleas - orphans'
Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
-2-
COMMONWEALTH OF PENNSYLVANIA)
SS,
COUNTY OF CUMBERLAND)
On this the 3C1tL day of I-Y)(I.A/ , 1997, before me,
a Notary Public in and for said State and County, the undersigned
officer, personally appeared IRMA E, SHELBY, HELGA T, WALKER and
OTTO ZINK, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within instrument and
acknowledged that they executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
'0 -/. . Q., \,..-//
&' M't/C/4 / . J/,jj--,......uJY
, Not ry pUblic
Notarial Son!
I'atr:cia J, TI'omson. Notary Pulll1C
~';)Ct1.1.:c;lrJrg !loCO, CurnllOrIand CountY
My Commlssloo ExPIres Doc. 3'. ,900
,.".~.~~~I~:!cnd~'"
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND)
On this the 30tJ day of )77c~;- , 1997, before me,
a Notary public in and for said State and county, the undersigned
officer, personally appeared MANFRED ZINK, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
LAW OFFlCI:8
SNELDAKER.
BRENNEMAN
a SPARE
\~, . ~ '----1/
.':../tLtc t!-,~/ . J-/t-<h.~)J
Not ry public
Notarial Soot
Putrid" J TIlOmson. Notary PubnC
~~)cl1.',O:C-,l)u:'l Oom. Cu:nborland CountY
My commtss:on Exp4rllS Doc, 31. 1900
"~~:.hu, p.-,.".~~'r,..,~~nnnlf't".""b
2. Snelbaker, Brenneman & Spare, P. C,
attorney's fees:
1,399,05
3. Reserve for filing account, notary fees,
and miscellaneous costs:
500,00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
$28,829.34
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges himself with receipt of the
following items of income from personalty:
Members First F.C.U, Estate Checking account
#160439-11 and Savings Account #072396:
Interest to 2/27/97:
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
$
$
125.43
125,43
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of
the following items from personalty income:
NONE
TOTAL, PERSONALTY, INCOME ACCOUNTS CREDITS:
NONE
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with receipt of the
Decedent's real estate as follows:
LAW O'I'ICEB
SNElDAKER.
BRENNEMAN
& SPARE
All that certain condominium unit known and
numbered as 4714-A Charles Road, Mechanicsburg,
Pennsylvania, sale price:
$84,500,00
$84.500.00
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
-3-
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for payment of the
following items from real estate principal:
08/02/96
08/02/96
08/02/96
08/02/96
08/02/96
08/02/96
08/02/96
08/04/96
08/22/96
08/31/96
08/31/96
09/04/96
09/10/96
09/20/96
09/30/96
J, L, Ehrlich - payment on account
PP&L - payment on account
Bell Atlantic - payment on account
Suburban Cable - payment on account
Pennsylvania American Water Company -
payment on account
Hampden Township - payment on account
Condominium Association fee - July and
August
PHH Mortgage Service - payment on account
PP&L - payment on account
Condominium Association fee - September
Pennsylvania American Water Company -
payment on account
PHH Mortgage service - payment on account
PP&L - payment on account
PHH Mortgage Service - payoff of
balance due
Pennsylvania American Water Company
$ 91.45
99,45
153,43
10,66
47,06
98,00
110,00
512.39
29,68
55.00
14.27
513.05
21.89
54,766,67
9.05
Settlement Costs on Sale of Decedent's Residence:
1, Sales commission - Re/Max and ERA
Anderson
2, Settlement fee to Keystone Land
Transfer
3, Document preparation fee to
Keystone Land Transfer
4. Notary fees
5. Express mail charges
6. Home warranty fee to ERA Anderson
7. Satisfaction fee to Keystone Land
Transfer
8. Transfer tax (1%)
9. Pest inspection - Yingst
Exterminating
10, 1996 School taxes
11, Late charge to Hampden Township
LAW OFFICts
SNELDAKER.
BRENNEMAN
a SPARE
TOTAL:
$5,915,00
35,00
75.00
6.00
10.00
385,00
12,00
845,00
35,00
776,40
9.62
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
-4-
8,104.02
$64,636,07
RECAPITULATION
I. PERSONALTY
A. PRINCIPAL ACCOUNT
Debits $15,712.87
Net Gain 62.12
Sub-total 15,774.99
Credits $28.829.34
Balance $(13,054.35)
B. INCOME ACCOUNT
Debits $ 125.43
Credits -0-
Balance $ 125.43
C. NET BALANCE OF PERSONALTY: $(12,928.92)
II. REAL ESTATE
A. PRINCIPAL ACCOUNT
Debits $84,500.00
Credits 64.636.07
Balance $19,863.93
B. INCOME ACCOUNT
Debits $ 2,050.91
Credits -0-
Balance $ 2,050.91
C. NET BALANCE OF REAL ESTATE: 21.914.84
LAW O'..'Ctl
SNELDAKER, III. NET BALANCE OF ESTATE FOR DISTRIBUTION: $ 8.985.92
BRENNEMAN
a SPARE
-6-
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* PERSONS HAVING CLAIMS AGAINST ESTATE
NONE
** PERSO S I TERESTED IN DISTRIBUTION OF THE ESTAT
1. Irma E. Shelby
138 N. 33rd street
Camp Hill, PA 17011
2. Helga T. walker
pine Hill Avenue
Box 17, R. D. #4
Mechanicsburg, PA 17055
3. Herbert zink
540 Appalachian Avenue
Mechanicsburg, PA 17055
4. otto Zink
8171 somerset street
Hummelstown, PA 17036
5. Manfred Zink
Brandvain Siedlung 8
77876 Kappelvodeck, Germany
LAW O,P1CEl
SNELDAKER.
BRENNEMAN
a SPARE
STATUS REPORT UNDER RULE 6.12
Name of Decedent: €t-V;~'" J /i("~UL
Date of Death: :Jut~ ). I 'I'll- ;2.1 J([J' - 5L.1 Lj
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Will No. Admin. No. ,;>,'9& [~.-
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State whether administration of the estate is complete:
Yes:X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes Y No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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Signature
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Name (Please type or print)
Date: ~[ 3 1't"r1
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Address
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Capacity: Personal Representative
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