HomeMy WebLinkAbout96-00665
No. 21 96 f>f>5
Estute 01'
flFt.,t5lJ
K StAJ/r,(! T2-
. I>eceuscd
I>ECREE 01' PRonATE ANI> GRANT 01' LETTERS
AND NOW AUGUST 27 1~9E.._. in consilleralil1n of the pelitionon
Ihe re\'erse side hereof, s;lIisractory proof ha\'ing been presented hefore me,
IT IS DECREED thai Ihe inslrUmel1l(s) dated SEPTEMBER 18. 1989
described Iherein he admilled 10 probate and filed or record as Ihe Ia,t will of
HELEN K. SWARTZ
and Lellers TESTAHENTARY
are hereby gran led In ~.Jj:JLA-,-SWARTZ
~U~.p {I{j..J1I:,-k." ~
Reith-fer of Wilh I
FEES
Probale, Lellers, Etc, " , , , , , " $ 235.00
Short Certiricales(5} ",.'.,.., $ 15.00
KlW'ilWOOlK ,EXTRA, PAGE, " $-3...00_
JCP $ 5,00
TOTAL _ $ 258.00
Filed N!9!J,~~, 7.7,., ,! 9,9.1\ , , , , , , , , , , , , , , , ,
~E_~-:or
AnnRNH (SlIP,l'I, I.ll, NlI'I(Jl~SI3)
.;) t.J. l11al,., .st.
.....Jlkck",csl.u"UJ hi I7DSS'
AnllRESS
7/7- 761r0209
!'1I0NE
tin :v
c ,-., \'""1
~
\,.,
LJ
'"
'"
" '.
,
~ ..' -.J
21-96-665
lbi, ,.. llllt'llil~ Ih.lt tilt' inltll IIl.H hIll hl'll gl\Tlll. \IIIllllh \"1'11.111"111 .111 'lI11'lll.d tt"IIIlJI,IU' ,I! dt'.lth dlll~' flkd willi IIII.' .1'
11.\.11 Hq~,..lr.ll Tilt "II.~~llI,dtl'll1lh,lll' \~dl ht Il"\\,II,!I,II..1111 ,......,11 \lId Hlt.oI.hllllltl Io,II"'llIl.tIltll1Ilhllg
WARNING: Ills Illegal to duplicate this copy by photostat or photograph,
I'll' h'l dll' \tllllh.llt. LIt/II
t'
:(.....U"',d/....:. /!..,C/.</,//. ,,9~,,"-r;.j.
1,11\ ,i1 Hq,~I'II.1I U U
3757274
,(i.."'t' h.~ J..
J
17 II'''/{
".
ll.lIe
~IJ
"1~1~1lh"11
CO......ONWEALTHQF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
II......'
.
"JIII.u.lMI
........
...,...--
MI lol.C1.I4SlUlflltl'--'1l
. Female 210- 26 9784
~Qf'Ot:aDl" ...._~_
lIelen K. Swartz
~(1I'r-.HICNr..""_-_"""".."'__
......~
~(J I~O ~O
IWIt-..ca.u._
"--..fOO.."c.u...
AQ.IJ"~
\,NlfIllIYUl'
- -
UI'Cl(IlIIW
-,-
I
::::"'0
,L 86
<C",....
..
.
DO>
Perry
New 8loomfield
White
--......
iII_.,...__
DfDlII"'UIUAl~ ....10l'_.5/IOO1.""
-:-.=:.:.~.:::&:r
Homemaker I Own !lome
exaoun-.........aIlPDN..$..u.;......-r.C<alIOl C(Ol"'-S
8 Rockaway Drive ~~~
.. Camp Iii 11. Pa 17011 :.:::::'
'.~'I:'dwTJ'kmrer
"......
0oOI wp,
-
-..
_CumberJa!ld --.,' n.O~=CIII
lolO'toU\,t....-~.....\Io ~-""-
. tlorence tetro
..,(JNWoII-S......-aAOON..ISnol~- ,,0d0I
204 Cockleys Dr., Mechanicsbur . pa 17055
'''.'UClItI U.._oII~o--. I ."""""'"....Ie
.~....
..
.~
.-OMWI .S.......ll~ltI
Peter A. Swartz
...'I<<XIOf
I
3
.. Ouncannon Pa
Myers Funera 110m
D-St MP~h~n1r.~~
uaHK....-" ~o
.....000_1
'''rlOlNH., __tMlN'iMlOIO...llOCAll....c ,.,-
JJ"A~ .. tI:....Jl,. fft. __0..cJ
1'1lYIl1; 1_..._........__..---..._0.--...-..""'" ....._./..!,.-............................I...- ""'II:
,....--.-- II, A I :=-=
.__ (!ll~JiJ~d~l!Pl~!.',L_mlt..l)i", _.______l~
tMro~ASIU,.G~(,IJ(oo(ltfl I !
I :-:::=;::::::'.~:=- ,--- - ~~,~~~::~==l--
. _.__.no _. on _.~ __ I
ft'lfll'"'l1CPfY'IHDIffOS tIA.IlIC"OfDlNIt tWiOf~' ,_rlH.A.II"f
.....-..1 It9lO'I II) / ,.......[;0,_*
~n~OI~
OfOllRHl _oil - -..-
. ./ ..,_ { I .._.--.-'"
...)l'1 .... n
_0
. ,
OIW......._......._ ..
...--.......-"I"'I_....1lYIl1
fJdJA-'IJfd 4~7rp.J- I
;kJib"~'-A(1/1J .
iii
lfUlIII'oOMlfOI\'
U1IC1*.IO'l'M.UI'IX.CU'NO
_ LJ _fJ
..
s
I
~
J
~=::::t"ul.JtuFB.r __._~. ~d .lL\dJ
..
:"l~ -,
17Ul/7
.
~
LAST WILL AND 'I'I>S'I'AMEN'I' OF Imum K. SWAR'I'Z
I, HELEN K. SWARTZ, widow, of the Township of Lower Allen,
County of Cumberland, and State of Pennsylvania, being of sound
and disposing mind, memory and undorstanding, do make, publish
and declare this to be my Last Will and Testament, hereby
revoking and making void all former Wills by me at any time
heretofore made.
1-
I direct the payment of all my just debts and funeral
expenses as soon as conveniently may be after my decease.
2.
All the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situate, I give,
devise and bequeath in equal shares unto my three (3) children as
follows:
A. One-third (1/3) to my son, Edwin K. Swartz,
of Olathe, Kansas.
B. One-third (1/3) to my son, Peter A. Swartz,
of Mechanicsburg, Pennsylvania.
C. One-third (1/3) to my daughter, Carolyn L.
Linn, of Newport, Pennsylvania.
3.
I nominate, constitute and appoint my son, Peter A. Swartz,
to be the Executor of this, my Last Will and Testament. If he
should predecease me, or for any other reason be unable to act as
Executor, I appoint my daughter, Carolyn L. Linn, to be the
Executrix in his place and stead. If she should predecease me,
or for any other reason be unable to act, or to continue to act,
as such Executrix, I appoint Dauphin Deposit Bank and Trust
Company to be the Executor in her place and stead. I further
direct that they shall not be required to file bond or other
security in the Office of the Register of Wills for the purpose
of administering my Estate.
I
..
.
4.
I authorize and empower my personal representative, in his
sole and absolute discretion, to purchase or otherwise acquire
and retain any investments of which I die seized, or any real or
personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of, or grant options in
regard to any or all property of any kind forming a part of my
Estate for such terms and such prices as he may deem advisable;
to borrow money for any purposes connected with the protection
and preservation of my Estate; to mortgage or pledge any real or
personal property forming a part of my Estate; or to join in or
secure the partition of same; to compromise any claims or demands
of my Estate against others or of others against my Estate; to
make distribution in kind and to cause any share to be composed
of cash, property in undivided fractional shares in property
different in kind from any other share; and to execute and
deliver such instruments as may be necessary to carry out any of
these powers.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this /5/1, day of / .iR.p0.,JJ(/U , A. D. 1989.
.7J uV.-
/r' A......,-(\.,d~
'.,.)
(SEAL)
signed, sealed, published and declared by the above-named
HELEN K. SWARTZ, as and for her Last Will and Testament, in the
presence of us, who at her request and in her presence, and in
the presence of each other, have hereunto subscribed our names as
witnesses.
J 4' / .
(!!ltl~d:a p. \/f1u~ltt./-f:ZIJ
/) 'l~,'
.;:t,--". <-<<..~"''-- /,...{t.'v
2
21-96-665
REGISTER 01' WILLS 0... CUltJB/iRWfIU)) COUNTY
OATil OF sunSCIUIlING WITNESS
(!.IfARteJ /?", t5111EU>s ~__~
..ooidl
(each) a subscribing witness III lhe will pre'enled herewilh, (clIch) being dUly qualified according to
law. depose(s) and say(s) thaI ---.1/..E /SHE present and saw
,
HB/::?J K. SWtfllZ7Z
the Icslat~X , sign the ~all1e and Ihal HE"/ .sNE signed as a wilness at thc
request of leslal~ inl1.M_ prescnce lInd (in Ihe presence of each olher) (inlhe presence of Ihe
other subscribing witness(cs)).
lPN/lA/Nt:
,.i:/STt.€{!,
&u/w 8/~d.J-;a-
Sworn to or affirmed and mbscribed bcfore
.) l.:If
me this ~ , day of (!I(A,q(/6S t!'. .s;.y~ame)7ZZ'"
(!{<Ju.Jt )9 lit... , __W,l1/lfh,SC, Iledttll,'t!sblAj' PII/7osr;;
L/J.'tJl,,('. v.,,,,,, ,,'.( ('<'1' :Jf",:I"'--"W!tLt'J (Address)
r.I I . '7
' ReRisler .
I(tJl1toflAJR KI5~ame)
~ ~...I9Y 1>1(, , (!,fIN!' Hltt., ,oil
(Addrcss)
17"11
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(cach) a subscriber hcrclo, (each) being duly qualilied according 10 Jaw, depose(s) and say(s) thai
familiar wilh Ihe signalure of
codicil
will
testa'
of (one of the subscribing witnesses to) Ihe
Ihal
prcscnled herewith and
codicil
believes the signature on the will is in thc handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me Ihis day of
19_
(Name)
(Address)
ReRisler
(Name)
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5.6(0\
Name of Decedent: HELEN K. SWARTZ
Date of Death: August 16, 1996
Will No. Admin. No. :z 1- 9(, - t) U, S
TO TIlE REGISTER:
I cenify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Coun
Rules was served on or mailed to the following beneficianes of the above-captioned estate on
~
Address
Carolyn S. Linn
Edwin K. Swartz
RR #5, Box 100, Newpon, PA 17074
2631 W. 131st Street, Olathe, KS 66061
204 Cockley's Drive, Mechanicsburg, PA 17055
Peter A. Swartz
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Da:!;: September 10, 1996
0\
,- " ~
(','
~
c-
U.)
'.
L '- .."
, " ...."\ ~~
0.:- UU
~~/~:LL
CHARLES E. SHIELDS, III
Mellon Bank Building
2 W. Main Street
Mechanicsburg, PA 17055
Telephone: (717) 766.0209
Counsel for Personal Representative
S.pltmb" 10, 1996
~,
::'
If)
~; :.
I')
(
1<)
,-1
,-
l'.'
"~J
f:-" .
0.: It,.
I-.~
,-',
....: .J
00
..: T) C w - .
c. ;1.i (J '(0 ~ ~
:3 E r.: "".....~
g ~ '~ ~ 5 ~
'" 0 '"
<'''''GJ~lJC
1IlC>"'wu,8
.s.8~~: -
_=... .co
o ,- > 0 ... ...
~ .. ~ .-
g>.,'Oc:l:nl
::Etii~cu
l;: ".!2 ,- !: III
Q)U>> CDom
-5~.sc",~!!
-~ ..
oco~Ctii
Q) GJ 0 QJ
u.c'tJ\f)~QJ
'~~:6~8.5
cue.... c
c CD 0'" QJ.-
Q) _ ,- c s::. ...
=a.1O:J...~
._'Oe80-
~~.~:J~!
Q''C '40 Q) C
n;eo'O~'c .
-S.-=:U'- ca.s
~ . -IX 0 e'"
IDO .... -
. _ - O"D 'iQ 0
i~t:...c:u)(
U Q) :3 I/) ~ ... OJ
>.c 0 C ... 0 c:
.0 ... U ,2 C d) ~
GJOCDtj(Q>O
... .c \1,: E It! ~
Q) "C ... .-,'- .:: ,-
.cCO.n~OlIi
_tt...0 o.....l:.
~
i~
\1
~
I
~
I
~
I .;.~p.)by cer f~lat "1!~~TI n:".tw{. 01 the tiling of this f::.r.;
, ;")rt,posod 01 nhl , j; -\d l)~ Hie Jate, tinlt~ 3nti pl('C" '
~ ~ame w II ~ pr '<.:.1":: !1 U.. 'ihe Cnurt for COnflfll1;Hicl1 l~
thO last' BY to Ii J WI ;Hdl ohlfctlon~ to said Statena;n\ r.
. .oposed Distribution. hilS been gl\:en tn ~verv unpaid clnimll:
, .-.d 10 every Olher person known to I"" accountant 10 l1a','
,,' claim an interest in Il1e eSlatB as creditor, beneficiary, I,,,;,
(Jr ne~1 of kin.
A copy of said Statement was included wilh the nolica.
1. ",'"
G) "0 .c
.,"-
~r.
,_ u 0,..
], G) ctJ en
0'0-0 .
_coJ:.
c:. 0 "'-
U- 0 'i
_0..,
:l 0 ~
D-"
-:: o..c
~
.!!-E,c:
",-0
1I-:
"OG)g
c: u-
lOe::'
....
>",-
mo
.;u--
_ u 0 tA:c:
o as ::>08
.. .,
Q..c-
as- :l
cz:
J~
.
.;
~
. ~.
... '.
'. .
.
- ~
III t::
a~~~
Xlii !c ee eel!!
>-
... III ., ::l
...~~al
~~~~
~<"'~
X 0
U U)
:::E
:j.
BECEwrs OF PRI NCI PA L
Re.,1 Eslnte:
NONE
Stocks und Bonds:
NONE
Ca~h Bunk Dcposil~ and Miscellaneous Personal Prnpcrt\':
1. HARRIS SA VINGS BANK
a. 13 mo. Certif. #30-15-155821
b. accr. int. on a.
c. 13 mo, Certif. #30-15-155823
d. accr. int. on c.
e. II mo. Certif. #30-55-295158
f. accr. int. on e.
(scc copy of leller attached).
$ 20,000.00
$ 45,62
$ 20.000.00
$ 45.62
$ 10.000,00
$ 10.09
2. MELLON BANK
a. Inc. Certif. #00134669
b. accr. into on a.
c. Inc. Certif. #00284683
d. accr. int. on c.
e. Inc. Certif. #O-B19365-C
f. accr. into on e.
g. Inc. Certif. #14-A29670-C
h. accr. int. on g.
i. Inc. Certif. #14-A49160-C
j. accr. into on i.
k. Inc. Certif. #145-09696I-C
I. accr. int. on k.
m. Inc. Certif. #21O-001146-C
n. accr. into on m.
o. Ine. Certif. #210-001205-C
p. accr. into on O.
(scc copy of leller attached).
$ 10,000.00
$ 18.51
$ 10,000.00
$ 20.99
$ 20.000.00
$ 34.83
$ 10,000.00
$ 17.42
$ 10,000,00
$ 17.83
$ 10,000.00
$ 16.78
$ 10,000.00
$ 60.00
$ 10,000.00
$ 129.77
3. DAUPHIN DEPOSIT BANK & TRUST CO.
a. C.D. #8000095572
b. acer. int. on a.
c. C.D. #8000095661
d. accr. int. on c.
e. C.D. #8000405741
f. accr. int. on e.
g. C.D. #8000409828
h. accr. int. on g.
i. Checking Accl #0083108378
$ 20.000.00
$ 33.37
$ 25,000.00
$ 24.38
$ 10,000.00
$ 15.85
$ 25,000.00
$ 68.32
$ 18,833.04
3
j. accr. in\. on i. $ II).OX
4. Grocery & Misc. l';L~h in wallet, etc. $ 120,00
5, Rcfund due froml.RS. on 1040 close-out $ I)II.lXI
6. Rcfund due from PA Dep\. of RCl'enue on PA 40 $ 132.00
c1ose,out
7. 1984 Chen. Celebrity es\. 5O,(XXI miles $ 1,000,00
8. *There were no pcr.;onal items of any consequencc or
asscssable I'aluc. Whcn dccedcnt's husband died
sel'er.tl YC<lr.; ago shc auctioncd hcr pcr.;onal items
off and movcd in with hcr sister. *
TOTAL RECEIPTS OF PRINCIPAL $24/,574.50
DISBURSEMENT OF PRINCIPAL
Funcml E.xllCnsc
I. Mycr.; Funcral Home of Mechanicsburg $ 6,578.00
2. Gingrich Memorials (initial payment) $ 437.50
3. Gingrich Memorials (final payment) $ 437,50 $ 7.453.00
Fces and Commissions:
1. Executor fee: Peter A. Swartz $ 1,500.00
2. Charles E. Shields, III, Allorney Fces $ 5.122,50 $ 6.622.50
Family E.xemption: NONE
Miscellancous Probate and Administmtive E.xllCnses:
1. Probate Fees and Short Certificates $ 258,00
2. Additional Short Certificates $ 15.00
3. Advcrtising in Cumberland Law Journal $ 60.00
4, Advertising in Pamot Metro-West $ 59.50 t
5. Additional Probate Fee $ 35.00
6. Janet Brackbill, H&R Block. closeout 1040 $ 320.00
& fiduc. I
7. Filing Account (estim.) $ 105.00
8. Filing Inheritance Tax Return $ 15.00 $ 867,50 I
Inheritance Taxcs:
I. Initial cstimated advance paymcnt $ 10,830.00 i
2. Final balance payment $ 2.167,38 $ 12.997.38
4
.-.--......-.-.... ,~-
Debts of Decedent
I. Care Apothecary
2. Pert)' Village for July & August Bill #120
3. Mcdiq. Mobile X-my.
$
$
$
3K.56
445.{X)
24,R3 $ 5OR,39
TOTAL DISBURSEMENT OF PRINCIPAL
$28,448.n
RECEIJ7fS OF INCOME
Income from Certificates of Deposit
10-11-96
11-13-96
12-02-96
12-11-96
01-03-97
01-10-97
01-10-97
01-10-97
02-04-97
02-04-97
03-14-97
04-18-97
05-06-97
05-16-97
05-22-97
$ \,160.34
$ 834.10
$ 93.04
$ 536,94
$ 305.10
$ 66.75
$ 263.59
$ 406.25
$ 13a.27
$ 303.48
$ 609.17
$ 507.55
$ 638.58
$ 92.36
$ 8.94
TOTAL INCOME RECElJ7fS
$ 5.964.46
DISBURSEMENT OF INCOME
Direct withdmwals from Estate Checking Account
11-06-96 Social Security withdmwal
Assorted Service Charges on Monthly basis
$
$
546.71
42,{)(} $ 588,7]
~. ..
5
-'1
I
_..~
. .
1 auUloL.i:.o <lOll cr::PO',IOl" r..,/ pcr::onal roproticntativo, 1n hi:.;
0010 am! aboolutu Ji~c..:rcliun, to t;urcha::;o or othorwiuo acquire
ilnu rotain any invlwtr.a.mtu or 'Jhich I dio ~oi;:cd, or any roal or
parnenal propurty of uOY nature: to Gall, leace, pledgo,
mortgi1CJO, trancecr, oxchamJo, c.1iopooo of, or (Jrant eptlona in
regard to any or all property of any kind forming n part of my
EOlato for ouch torr..n ilnd ouch priceD 0.0 ho may doom advisable:
,
"j
, 1
i
:\
)
i
'\
i'l
'1
,4
-'
t'l~i
"I
: 'I
.,
i\
"
I
I
i
to borrow ~oncy for any purponco connected with tho protoction
and praoorvat~on of ~y E~tatc: to ~ortgago or pledgo any roal or
parnooal proporty !or~ing il part of my E~tQto: or to join in or
oocuro tho partition of narno: to cornprornico any claims or domando
o! my Estato againot othcrc or of othora against ~y E~totQ: to
mnke di~tribution in kind and to cnu~e any ~hare to be composed
of cn~h. property in undivided fractionnl shnres in property
different in kind fro~ any other ahara; and to execute and
doliver ouch instrurnQnt~ aD may be neceGoary to carry out any of
thODO Fowcro.
IN WITnESS WIlEREOf. I have hereunto ~et "y hand and seal
this IS/I, day of / ..1tJG.,/;.'^, . A.D. 1989.
/(j ,..(\-..--("......J-:-
.:)
(SEAL)
7-1, i"
Signed, Gealed, publiohed and declared by tho above-naiwed
HELEN K. SWARTZ, an and (or hor Li10t \-li11 and Testament, in tho
presence of us, who at her request and in hor presence, and in
the presence of each other, have hereunto subscribed our names as
witnesses.
.
I
I
, ~
. '1
"
/,
.. .'
8t:M rJ,.l 2.. /Jt.<-~{'lI:E1
, .
, ,
,:;\
['11
~ ~
: I
11
I I
': ,\_-----, -,-...
,:::1._""-<,, .,.~ J(,..tti,/
2
-'.-"'----'--' -
._-~-~ -~- .._--- ---- ...-. ---..- - --. --
_..__.-':"":--~..
"
AI\! '~tKJD I"HJ
w
...
)(:!'"
U",,,,
w"u
",,,,,,
U",-,
..",
~
....
:315
"'c>
"'Z
8~
I '.:)- I l2-1
'rOR DMI5 or DIAnt AFIIR 17/31191 C1l1CK III
II A srOU5AL
rOVIR" CRIDII15 CLAIMID I I
IILI NUMBIR
'4
9'1:':t,,;l
Il,',<<:n. ~(\
..... ~ (ti""
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
,'"S
I
I
I
Ullliijrjj"'\iiii.if"iIA...niii,j" Ai,i. ;..iii"", ",,'lId 1
.5 WII-~ TZ, IIGLEN 1<'.
"'~;'~':' ;~': 91tf'l I"^?:;~': 'I" \,,^S~ 3~'-IO
"'-m;'"~'i''"~;~''''''' ,...., ,,," '''' ..., .""..,,,, \""'" '"'''N/;'''''
) Jo rvlurf' IlIl",,!,l CUl11prorlll\l'!
(10/ dut,., 01 (!1m!" uh.., 11,11.021
D~tedenl Died T rnlflle I I 7 D'Hf!dt!nl Moilllfllll"d II hl/iny T IUS'
(AlIath tOpy 01 Willi IAlIoth tOpy 01 Tru,11
ALL CORRESPONDENCE AND CONFiDENTIAL TAX INForfMATIOt.fiHCn;io-OEDIRECTED TO:
HAM! lo;",iiIiMAliljiOijji'iil~~
(!/(IIIUeS.E.. SHIeL os 1JJ:
HUPtlON( UUMIlI
76," - tJZ.o9
(UMMOIlW[AIIII 01 r"jfj~,nv^,~IA
OlrAAIMflllol A(vltllJl
fllrl 1110f,(JI
IIAIUII!:iIHJllli rA In}" OW!
...
Z
w
C>
w
u
w
C>
~ I. Originnl Return
I-j 4. limited hlalr
plJ6
I 7
~I
tOWHY (OIJ(
9'
z
C>
S
=>
...
~
u
w
'"
1, R.al Esta" (Sch.dul. Al
2, Slack. and Bond. ISch.dul. BI
3. Closely Held StocUParlne,.hip Intere" (5thedule C)
... Mortgage, and Noles Reteivable (5thedule 0)
S. Cash, Bank Oepasill & Miscellaneous Penonal Properly
(Sch.dul. EI
6. Joinlly Owned Property 15thedule F)
7, Trand", {5ch.dul. GI(Sch.dul. LI
e. Talol Gron An." (lolalUnll 1.71
9. funeral E..penulI, Admini,tralive Co,IS, Miscellaneous
bp.n... ISch.dul. HI
10. nebll, Morlgage liabililill, lien, (5thlldule I)
11. Tolal Oedutlion, (lolaIU"", Q & 101
12. Nel Volue of hlole (lin" 8 minu' lin~ 11)
13. Choritable and Governmental Beque," ISthedul" JI
vlMl
IUJMA
1.lllo.rll'., 11""'1111 AIJl!III....
!JuPI"f!!II1'Il!ul ~1'lu'"
S' ROCKRW~I' :J.W.
CIMfP HILL. (I.DI.JCI(' HU,lilV r...,/,?)
('."', CWJ/O/illiA,vJ>
I'"'"'''''I~/A''' """'" """" .
H"mflind~f R"lurn
Ilor duhn 01 deOlh pliur 10 12.1 J.l
fodoral htole fru Return Required
113
I I ~
Lu
10lul Number of Sole Oepo,il Bou
..2 W. IllAtA) ,Sr.
/YlE(]jf/I,1J Ie s ,8ttR6-- f7II
IV (7/1/../:'
-<0-
/70S!;
(I)
(21
(31 - 0 -
(41 - 0-
(51 -, ~,.5.i4.50
,-.,-
"
161
(71
-0
-0
fl{l $7'1-
-.'--.
.$0
(91
l' I~ 1'13. p.
~ SM. 39
(B I
(101
"
(111 J~,._l(s.'".~'1-_.-
(171 '! .:l~G>, 1~3dL_____
- CJ -
(131 . ~ ,.-
______.__I.~I__ .:!~~,_~.;j3:~_
15,
16,
17,
Z
C>
;:: IB,
""
... tq,
=>
..
:E
C>
u
S 70,
21.
14. Nel Value Subjed 10 TUll Jline 1.~_~irl~.,"tine ~~L__.
5pou,01 lron"e" Ifor dolo, 01 death aher 6.JO.Q.t1
See In"fUtlion, for Allplicablo P"'((!nloge on ReI/one
Side. (Indude volu", ,om Sthedule K Of Sdledulc M_I
Amounl of line 1d la..obln 01 b% rnl,.
(In dude value, horn Sthedule K or Sthedule M I
Amounl ollino 1.t la.l.Clble at 15% rolo
(Indude value, Irani 5thodulo K or Sthodulo M_I
Printipal fait due (Add 10... from lilll" 15. 16 and 17_)
Credi" Spousal po;tl'f Credit .Jfifj g.30,n~'o ~ DiHOUlll 11llere\1
+ ".1-/-__. +-5.10.00___ -___0____,
If line 19 i. grealer .han line 18, enler the diffefence on Une 20. Thi, i, the OVERPAYMENT.
U D.II:Tr:I~ .1 .u ,.I"'~.I'.'U ..',1.1'1.1 ,IIoI~.'.' 1m:Tl~ ......III..l.'J-U:l:J.~ ..I ,hi
If line 18 is greater Ihan line 19. enler the differente on line 21. Thi. i.,he TAX DUE.
A, Enler the interesl on Ihe balante due on line 21 A.
8. Enler the 10101 of line 21 and 21A on line 219. This i, Ihe BALANCE DUE.
Mah Ch.eI, Payabl. to: R.~!~!!!...~ WUlI~~@~.!!~__ _______".____~____
(I~I
NIl?
f. ~':l.I" 1~3. II
,vIA
. JIlII1_.
~
/3,5"7.36_
, MIlt'
.
=
(161
. ,06 =
(Ill
)( .15 =
13, S"7.~B..
(l9) !JJ, 'loo..~.__
- " -
1201 ._..____ -----.
(21) _ .._~.'J.,IIo.?,-~fL_
(71AI n ...-_0 ~_...
121B) ,.,.., _:l"lw_1-_3El
(IBI
~ ~ BE SURE TO AN'SWERALL OUESTlONS-oN'iiEVERSESIDE'A-Nii-TO-RECHECK- MATH ~ ~
~nder penalties of perjury, I deda,,, Ihat I hove "...nminlld lhiS;-~lurn, induding ac(omp[)nyi;g~-h~d~I", and"';"t~mll~~J~h~-h~~f;Y~~;:i~dge and b.li
" is true, corred and complele. I dedDfethatall reale,lail!l has been reporled 01 Irue ma'~el value. O~doraljon 01 prepa,,,, other than Ihe personal r~re'enlotive
based on all informalion of whith preparer hat any knowledge. _ _ _ _ _ _ _ _ s-;Z 3 -'17
~U" a',..~a" "~a""""a""" G'~::" _~tQVii"~~HA~~~~i~~~~ 11 D$S PAIl '
,[.~ . a'" Q:)h$, ..." ",f: ,"'0"" :l. W. 1'1111'''' "-T-. v." S--:1,3-97
c. . _:;1!![_ mC:CH.!l.H.IC;SIO..II.!t~,_I'A 11DS~
Act #48 011994 provides lor the reduction 01 the taK rates imposed on Ihe net value 01 transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
e 3% (.03) will be applicable for estates of decedents dying on or after 7/1194 and before 1/1196
e 2% (.02) will be applicable for estates of decedents dying on or alter 1/1196 and before 1/1197
e 1% (.01) will be applicable for estates of decedents dying on or after 1/1197 and before 1/1/98
e Spousal transfers occurring an or alter 1/1198 will be eKempt from Inheritance taK.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
a. retain Ihe use or income 01 the property Iranslerred, .......................................................
b. retain the right to designate who shall use the property tronslerred or ils income, ...............
c. retain a reversionary interest; or .................,.............,........,.............,............................
d, receive the promise lor life of either poyments, benefits or care' .........,.............................
2. 11 dealh occurred on or before December 12, 1982, did decedent within two years preceding
dealh transler properly without receiving adequate consideration' If dealh occurred alter
December 12, 1982, did decedent transler property within one year 01 dealh without receiving
adequate consideration'"......"..".,.,....,.......,',.,.".,' ...........,..,.........,......, .....,....................
3. Did decedent own on 'in trust for' bonk accounl 01 his or her dealh"'....................................
YES NO
x
X
X
^
)<.
><
)I.
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 \,.~ ,. . II 8'j
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY Ple",u Print or Tyl'"
-,-- ---- --H---"H'------rilE'NuMIiEP,' ,
'sL.J/f /I T Z ;2./- "it, _ 6105
"~.i~~"
_.IYji,uro.
(UMMU'''''' At III UI rUHI""',MII'\
nmUIlAUCI 'AX IUIUA,.
RnIOWIOIClO.",
ESTATE OF
HE!LEN 1(.
(AU propt'll; 10'"lly.0.....,\I.1I "",rl, ,I". RIlll'l 01 ~"'., ..,,\1"1' ",,,.,' IH' d'\llo\1'I1 nil ~H ,...dul.. I)
.".--.. I
ITEM
NUMBER
DE9CRIPTlON
VALUE AT
DATE OF DEATlI
I. HA(({UJ ~//lIJI"6S 8I1NK.
a. /.3 1116. a.er/,'1. """ 3o~/5-15se:Z1
6. tl.Ccr. /nt. 0'1 a.
-
.20,000. "D
II
'YS.'2
a. /8 h1(). ce,.t,'1. # ~()~/S-15~B:l:J
J. Acer. in&, M c:.
e. 1/ hip, auf,'1. ~ .3O~$S'-29SIS8
f: ace,.. int, ();r~.
(set: t!o/1f P/ k#er aI/ached J.
~. mELt./),v 8.fNK
4, II/c. eerf,"{, '" t!JPI31/'''''
b. a au. il/t. on a.
"
.:2"IOOOdX,
~ 'Is. il>.z.
'/0000,011
, II), O?
-
/~ t:XJD. 6"
'/30$1
"10, Oo(). OQ
" ~.99
~
.:(0, Ot:>0. liD
III
3~. 8.3
,.
I~ ODO. tJD
,.
17. <tz
~
/0 {)()().OD
,
Jl
17.83
'-/~ ()()O. /1t)
'1'.78
11
/0,000. otl
'i'ho.'o
S ~ ~57#. g
. '
C. Inc. Ce.rf.'{. W:- ()o:;, 6lfbeJ
d. (Jaar. lnf. M c.
e. J:,.c. {!.e,.t,'f, .J: f)-13/rt.3bS-C
t. ac~r. ,'Ilt OIl e.
f- 'Xnc. (!.erl;1. IF /If -,{- Z.9 670 - c.
h. <</Jar. i'1t. en f'
.
I. Inc. (!erf;f, :iJ:' l'f-I/l-l'i/bo~c
t' acer. illt. .
Of! I
I.
f
(
~
S
.
1(, :rna. eert;f. .tf: IJlS- P9(,'1~/- C.
I. aOl!r, illt, Dnl<.
/II. :rile. aertil. ~ :J./D ~ ()/)/II./&. - C-
/I. a/!(!.". i"t, 0>1 /II.
(!()l}l-ill/fecJ TOTAL (AI,o enler on line 5. Recopilulotion)
(AIIOth additional BY," )( II" ,hIli, if more 'pan it nelld.d.J
"',
-
cST/lTi: of /le-L.EN ~ c5N/lRrz.
~'2/~9~ -~S
.3.
I
'c!J.Jn -h'n.
d. Inc. Cern'J. #- :tIO- 610/~ DS-C
fl. (leer, int, on ().
(5e~ ebpy cI leller ql/ilc/wl)
])/IoU{//(IN /)EPa.slr ..;JAW/( ~ 7A!!USr t!IJ.
~. t!. 1:>. <# !?oooo 9'SS 72
b. aee/", int. on ii,
.
10 DCO, ID
"/~1. 77
4.
s.
b.
~. c.Z>. #- !'''o()o..f!5~''1
d. "eer. jilt 0" a.
e. c. l>. JIl- f'Doo'fPS7'f/
f. a~. lnt. 011 ~.
!', 0...1>. #- tf()()o"lo'l e~ B
h. aCU", ;"t. DI1 J.
I;C1Iteck,,,! /lcci:. #- Pt)93/ofJ:nB
I' tU.lr. Il1f, Dn /.
(See &;JjI t:J( h&,. (dl/J.dt~)
c.~oce.fJ ~ ll\'lse, CIl5\.. 'In yJ~\\a.t lei-c...
RefUnd dtA~ (;.Ml :r.~, s. /)7/ IPf() cliNe.....t
IIth-wJ due h-'"'' fJ~ ~t #1 ,feYaiH( PIt JJP/p ~1IlSe~u t
19M (Jhev'r. feltbr;,y i'jt, .5V1()tJt) IK;/(~ (Juldlir tilhaeJ.e.I)
1. * 7iiet'( Nerr 110 fl2r.s 011111 ,hip eI f<ny C()nSe!lAc.lce 0'"
assc5.s461e Yake. /Vliet! c1teet/eFJ/'; /W.5/;lllltl c:/,'etj se~trll
Yetlf'S 'if: :;k Kllcl1'pnul ht!r ~e....u"l1/ I'Kdlf' p~4n~
, /11N&/' In 1II;Ih her .:5(:S/~r. ~- 707/1/;
/I
~ DOO,<<J
'of
-3 3'
3. '
fl
25; t)0(). ..,
J& :1'(, ~8
,c
101000, .0
~ l:s-.iS
11
:is: DCO, U
"It
6e.~;
If
I;; S3:!S. C
7' /9. ()~
7,
~1U>11ff)
"9 /I, IJf1
)II
1.)2.0'
Jl
I (J()t). <lD
I
t;J'f11 S7'/.
. -.. -.. .- -- ,,' ..... - .
N~~~~\~?
IlillIl" Sjl\III'~"" ('I"'lillloll', C"IIIt'1
lirl :\111111 1:1111 ~I"','l
1."11111\111', 1"'II11~\h,lIl1,1 \','O!.:
','1'/'/:11 1110
','1",' ';:11 ~U";' r,l\
NOvember 8, 1996
Charles E. Shields III
2 ~t M3.In street
~, PA 17055
The
Estate
infor~ation which you requected on the
(Socinl Sl~euri ty Humber
nccount(D) of
210-26-9784
llelen K. 9nnrtz
) is as !0110\1I1.
Account !lumber(s)
30-15-155821 30-15-155823 30-55-295158
13 Hths. cmt. 13 Hths, cmt, 11 foIths. cmt.
7-26-95 7-28-95 8-9-96
$20,000.00 $20,000.00 $10,000.00
45.62 45.62 10.09
20,045.62 20,045.62 10,010.09
Illtlivitltkl1 JrdivitlLJoll Irdivitltkll
Class o! Account
Date Openee!
Principal Dalnnce
'\ccrJed !ntereot
Dalance n t
Date of Death
Account
Ownerohip
!lsme of Joint
Owner, if any
NJ =nl oC a saCe tlqxlsit box.
Dnte Ownership
....~s Eslnblil1hed
7-26-95
7-28-95
7-5-95
Additional Infor-
I:llllion Rel]lInl1ted
Plrosc I~IIO the EKecutor oC this Estate sign the enclos<Xl W-9 Corm
ard return it to rc in the providOO envclq:e. '!hank yw.
~rclY'
, tC--/ (1~~
L. Oile
Sr. Retail Mninistratioo Servias Rep.
-
,
I
I
oJ
"
~
Mellon Bank
November 13, 1996
"I I_ no, j,\I~1
1'1111;111."11111;1.1',\ 1!I1l11-iS!IH
Charles E. Shields III
Attorney At Law
MOllon Bank BUilding
:l liest MOln Street
Hechanlcsburg,PA 17055
Re: Estate oE Helen K. Swartz
Dear Mr. Shields:
In accordance with your request, the attached lnEormatlon sheet
has been provided as oE August 16, 1996. Please see attached
lnEormatlon sheet.
IE you require Eurther assistance, please contact the under
signed at (215) 553-1585.
;r;;;!kuiWA--
Shell a liarner
Hellon 8ank, N.A.
Deposit SUpport Services (199-5355)
P.O. Box 7899
Philadelphia, PA 19101-7899
482
la
Iii ~o
-'~ klj' ~ ~
. ~ lJll:! oo M oo '" N ~ M '"
~... E~l:! ... ., III 0 ... ~ ~ ...
. . . . , .
... ~ oo M ... III N oo
III 0 0 III oo ... ... ~
N N III N N N N M
tl~~ C>
II
...
...
~~~~ U
~ '" M N M ., 0 ... QI
III '" ., ~ ., ... 0 ... a
. . . . . . . .
., 0 ~ ... ... oo 0 '" ..
~ N M ~ ~ ~ oo N C> >J
0 0 0 0 0 0 0 ~ II QI QI
. . . . . . . . .ri ~.iIC
0 0 0 0 0 0 0 0 > 10 "
~ ~ N ~ ~ ~ ~ ~ IOU;;!
lJl...
~~ ...
tn .&J ..-4 >t
tJ\QI>JQI
II'" "II
..-4 ... lU 0
h!l~ ~;;!UX
Ul f"
>t QI
>J QI QI
Cl2~ ~ '" M N M ., 0 ... QI II 0 >J
III '" ., ~ ., ... 0 ... ... 0 " ~
. . . . . . . "XCI
., 0 ~ ... ... oo 0 '" 10 "
~ N M ~ ~ ~ oo N X~~~
~
>'MMC)
QI
II
~ .
lJl
~tl '" xuu
. x~x
... ",0 Ul
. ~~~
~~~~; X
0 0 0 0 0 0 0 0 .
0 0 0 0 0 0 0 0 X ......CI
. . . . . .
0 0 0, 0 0 0 0 0
0 0 O' 0 0 0 0 0
0 0 0 0 0 0 0 0
. . . . . . . . .,
0 0 0 0 0 0 0 0 ..
~ ~ N ~ ... ~ ~ ~ QI
~~ QI QI "
>J >J QI
10 tJ\lO >J
. . . . . . . . U II U II
~~ U U U U U U U U .....ri."" M
. . . . . . . . ...>...
... ... ... ... ... ... ... ... .... to OM .
>JUl>J:-
" "
QI >J QI 8
UIIU
QI ...
il Il QI Il
~ ~ QI Il QI
III oo M N ~ '" N '" :- >J 0 "
~i '" '" '" '" '" ..... '" ..... 0 lOUIl<
..... ..... ..... ..... .... '" ..... N " >J II
~ M ... N ., 0 ... N CI Ul'" I
M ~ ~ ~ ..... ..... N .....
..... ..... ..... ..... ~ 0 ..... 0 I
l:!0 M M oo '" ... ~ oo ~ ...
, . . .
U Ul U ~
. . . .
CI Ul ... Il<
" >J
>J ..
~ " QI
~ "
QI
Ul >J C> tJ\
II II .. II
. ...... c>'..
I lo: ... "'"
il U ... U
II lU .&J > III
QI QI QI QI QI QI QI QI ... .Q ... 10 .Q
... ~ ~ ~ ~ ~ ~ ~ ~U"UlU
~ QI 0
121 lJl Ul Ul Ul Ul lJl Ul t:Tt rot Clf oW tn
= co lU 0 VI
.... r:I Q 0 GJ
U U U ... 0 ,Q II
U U I I I U tn tI UJ....
U I I ~ oo III cu ....... VI VI
.. I 0 0 oo ~ 0 .Q QI 10 10 :l
'" M III ... oo '" ~ N .. UIl<UlIl<IIl
~ oo ., oo oo ... oo ~ ~ i
oo oo M '" '" '" 0 0 I I I I
... ~ '" N ~ 0 0 0
M ., ~ .c I I I . . . .
... N III I I III 0 0 CI "'u l:! UlU
0 0 I ~ ... ~ ~ ~ ~ ~~ . . .
0 0 0 ~ ... ... N N III Il<IIl
..
Account No.
Type
Date Opened
or Issued
Date Closed
or Matured
D
Dauphin Deposit Bank
and Trust Company
MAIN OrrrCE: 213 MAnKEr STnEET, IlAnfllSOuna. PENNSYLVANIA 17101
717255,2121
Decedent Call' i rrnill ion
Nome:
lie 1 en K. SIVa rt z
Social Security No.: 210-26-9784
Date of Death (DOD): 08/16/96
8000095572
8000095661
8000405741
------------------------ ------------------------ ------------------------
Certificate of Deposit
Certificate of Deposit
Certificate of Deposit
------------------------ ------------------------ ------------------------
08/17/84
OS/22/84
02/03/87
------------------------ ------------------------ ------------------------
01/31/97 (Maturity)
05/07/97 (Maturity)
02/03/97 (Maturity)
------------------------ ------------------------ ------------------------
Date of Death
Balance $20,000.00
PlUS
$25,000.00
$10,000.00
------------------------ ------------------------ ------------------------
Date of Death
Accrued Int. $33.37 $24.38 $15.85
------------------------ ------------------------ ------------------------
Joint C>.Yners
(if any) None
Date of Joint
C>.Ynership
None
None
------------------------ ------------------------ ------------------------
-- . - _h _. ..h_. _.. __..__..__.._______________
------------- ------------------------ ------------------------ ------------------------
Special Conrnents: NIA
AddiUonal tnrormation avanable at $20.00 per hour. On. hour lIIinilllum.
Date Prepared: November 12, 1996 Prepared by: Cheryl A, Bowers
Customer Management Information Dept. (041)
For. 00-020-218 (REV 7/93)
Telephone No. (717) 255-2054
Page 1 of 3
. ... ~. .- - .~
l'^"
I)MJI'IIIN 1)11" '''11 I"'N'" _"Nil IIH'''' CIIMI',\N.... lIMU{I"lItIlH.. 1'1 NN.....' V^NI^
..
III Charles E. Shields III
!'""CII Nll 2 of 3
Nome: lIelen K. swartz SSN: 210-20-9704 000: 00/10/90
0000409020
0003100370
4301720730109197
Account No.
------------------------ ------------------------ ------------------------
Type
Certificate of Deposit
Checking
Charge Card
------------------------ ------------------------ ------------------------
Date Opened
or Issued
06/07/83
03/26/90
OS/28/15
------------------------ ------------------------ ------------------------
Date Closed
or Matured
09/09/96 (Closed)
09/05/96 (Closed)
03/26/97 (Maturity)
------------------------ ------------------------ ------------------------
Date of Death
Balance $25,000.00
-0-
$18,833.04
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int. $68.32 $19.08 -0-
------------------------ ------------------------ ------------------------
Joint Oimers
(if any) None
None
None
------------------------ ------------------------ ------------------------
Date of Joint
Oimership
------------------------ ------------------------ ------------------------
-----------
------------- ------------------------ ------------------------ ------------------------
Special eomments: tllA
Additional information availabl. at $20.00 per hour. One hour mtntmum.
Date Prepared: November 12, 1996 Prepared by: Cheryl A. Bowers
CUstomer Management Information Dept. (CHI)
Telephone No. (717) 255-2054
...
i
,..,1
,
.1.
1 .IUlhul'j,:c ,I lid l'i'lIUj''''I'I" 1:'1 IH'I'~.IJIl;tl repn.niont,IllVfJ, in hiti
:;IJl,~ .IIUJ ,IlJ,adllll.' di::cn!lilJII, tu IHarclhl:;!! ur olhol'Wltill oICIJuit'u
,llId I'l!l.lin iHI}' inve:.ll:lt~lIl:.. 01 \';hH.:h 1 tHo uoll.oll, ur nny 1'0.11 or
pun;oJl.ll pru}Jo1"ly vI ;:1I1Y IhlLUl'{Jj to uoll, lcnuo, JlltH.hJo,
l:1o:"lrJiHJU, tnuwCC1', f.!X{:h'IIHJ(', di~;puuu (Jf, ur fJr.lllt optlum. In
n.'IJtU'tl to ;IIlY 01' .Ill l'rup(~I-ti' ()f .II1Y }:ind formilH) i1 lJ.lrt or illY
,
I,
I
EULaLt! Cur Guch lUl'mG l1nLl tiuch priceG lIU hu may deom nt.lvlsuu!oj
to LOl'row nonoy (or any pUt'poGon connecteu with tho protection
, ,
ii~:J
I' j
!."
j"
j;
.,~
dud !>t'C:.HH"VOItion 01 tly I;Ul':JlOi to mOL'leJ.HJe or 1'1cc..lrJO nny real or
perGonal property Corming a part oC my EGtate; or to join in or
securo tho partition DC camo: to compromise any claims or domantlo
DC my Estate against othors ur DC othora aCjQinot my Estate: to
molKe t.I1utriuution in kinll and to caUtio any share to uo compoocll
.'.
oC caGh, property in undivided Cractional GhareG in property
dlCCerent in kind from any other share; and to executo and
deliver such Instrumenta on may be necessary to carry out any of
.'
t.~
thoso powers.
I'"
,
,'{
"
I,'
~,:
, !
thiG
III WITIIESS WlIEREOf, I have hereunto Get my hand and Goal
IS/I, day oC ,././JI,;'7.,/;.-,,, . A.D. 1989.
}/, (, '-<--1,"
..<\~, - ('~ ,-1-;-,
".J
(SJ;A',)
tiiyncu, Gcalcll, pUlJl1:.;hcu null lIcclllrcu by the o1bovo-n,]mcll
IIt-:Llm K. ~~U.HTZ, .1:; o1lld fur her I..JGt Hill .,l1u 'l'o:;tnmcnt, In tho
p,-oL>cncc of mi, who o1t )H:1' n..'lJuo5l null in her prc!;cncc, itull in
tile JJt'C:';CIH.:C of c<.1ch at.:lCr, Jhlve hereunto :;uuacr iuct.l OUr har.1CD no
\1 i lnu:;ouc.
1 j, , .
I , ,. l/ .' '_,
_ f'litN ({'.J f:, ./-: -/~' (', f;-t..,j..1.:. .
k:
f"
'if
.'
'r..
"
~
,\
,I
(,
~
.,
t,
r:;l /~ ' t I
/L,....'..n.......r oJ. l.t../
~
"
"
.
l
.:""
,-
-----..--..-"--.--..---.""":"'!c.~
.." .-.........
"
,
I
I
1
,
I
I
I
1
I
1-.-
I
I
.
t
,
I
I
I
I
I
I
I
,
I
I
I
I
I
I
I
.,
COMMONW(ALlU or !>fUUSYlVANlA
UEPAAIMENT OF nEVEUUE
BUREAU OF INDIVIDUAL TAXES
OEPT 280601
tlARfUSOURG, PA 1712H.Ofi01
*'
~. ...
:->
,", '
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AI\211359
J1lV,IHi2 LX l1HHij
RECEIVED FROM:
1-
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
SHIELDS CHARLES E III
2 W MAIN STREET
101
$2,167.30
MECHANICSDURG, PA 17055
FOlOH[RE ~
HXDIIlfll
ESTATE INFORMATION:
FilE NUMBER
21-'99b~l>c5
NAME OF DECEDENT lLASTI
SSN...a1.~~':;>04
IFIRSTI
!MII
---SWA~~HE~EN-K
OATE or PAVMENT
5.'21U97
POSTMARK DATE
__01-001.00-
COUNT V
$2,lc7.3B
TOTAL AMOUNT PAID
_-CUMBE:Rl.AND
DATE or DEATlt
REMARK PETER A SWARTZ
C/O CHARLES E SHIELDS 111 ESO
SEAiCHECKII 091
. '_' .. ~; h (' t ",' i~:1
- .. - .---...-., -.-. ---..-- ..---------------
-------------.--...---- .'-'-- ---..
I
\'
I, '
if:'
~
"
.....
'f
-~ ~_._~--:-----....:II.
---~,.""..,,- --.~
~ _ II. -F:_~
" J
.'. ..
COMMor'WI All" or f1l:tmSYlVArllA
OlPArHM[NT or fl[VEUUI:
BUREAU OF INDIVIDUAL TAXES
OlPT 280601
HAru~ISUUJm. PA 17128.0601
.9.'J~"~_
~
NO. AA 242291 R'Y ".m t"".'
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
CHARLES E SHIELDS III ESQ.
lCd
"'I-. .."
6 CUlJSER RQ'\I)
MECHANICS~URG. PA 17055
rOlOtlER[ rOlDHERE
ESTATE INFORMATION:
FILE NUMBER
21-1996-0665
NAME OF OECEDENT ILAST)
SWARTZ HELEN K
OATE OF PAYMENT
10/01/1997
POSTMARK D.f>T~
9/30/1997
COUNTY
CUMBERLAND
DATE OF OEATH
SSN 210-26-9784
IFIRSH
IMI)
TOTAL AMOUNT PAID
$6.42
REMARKS PETER SWARTZ
C/O CHARLES E SHIELDS III ESQ.
SEA~HECKII 098
RECEIVED BY
MARY C. LE IS
REGISTER :rJF WILL
-r------ -.-------.- .---.-... ..----. - ------.- --- ----.--- .---.-___.__._._______.__~~~~-
i'~:: I Ii ') If; { OF \ l/i:_L~;
,
t,!w
r,
,
j
,,~
..
. '
__f
"..---
~ __ r-:'"
,
--.-_.'--'-~-"""""""'.A.I
,-
D
, "..}
/. (1 - /
r~~
c/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL
INtlLRlfANC[ lAIC DIVISION
D[PI. :806Dl
HARRISBURC, PA IIlts-ObOt
TAXES
NOrlCE or INItERIfANCE TAX
APPRAISEHENr. ALLOWANCE OR DISALLOWANCE
or OEoucrIONS AND ASSESSHENr Of rAX
""lhl Ill" III.'"
09-22-97
SWARTZ
08-16'96
21 96-0665
CUMBERLAND
101
F~~o,-"~~!'t R.!'!'tttod ==j
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 ~
REV:is'4i-Ex--AFP-ioj":ij;rNorlcE--oF-YNHEiiITAifcn'-A'x-jippiiA'IsEi.fENT-;-ALDiwANcE-oli--mm---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN K FILE NO. 21 96-0665 ACN 101
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
IlELEN
PA 17055
ESTATE OF
SWARTZ
DATE
09-22-97
TAX RETURN WAS: I X I ACCEPTED AS fiLED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule AJ n)
2. stocks and Bonds (Schedule OJ (2)
3. Closely Held Stock/P.~tn.rshlp Int.re.t (Schedule CJ (3)
4. Horta.ges/Notes Receivable (Schedule OJ (4)
5. Cash/Bank Oeposlts/Hlsc. Personal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedule fJ (6)
7. Trensfers (Schedule GJ (7)
8. Total Ass.ts
,00
,00
,00
,00
241.574.50
.00
,00
181
NOTE: To insure proper
credit to your account,
subnlt the upper portion
of this forn with your
tal( paYIII.nt.
241, 574.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral El(P.ns.s/Adn. Costs/Hisc. Expanu. (Schedule H) (9)
10. Dabts/Hortgag. Li.blli U../Liens ISchedul. I) no)
11. Total Deductions
12. N.t Value of Tax R.turn
13. Charitable/Governn.nt.1 a.qu.sts (Schedule J)
14. N.t V.lu. of Estat. Subject to Tex
14,943.00
508,39
Ill)
1121
1131
1141
1~,4~1 3q
226,123.11
.00
226.123.11
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSHENT OF TAX:
15. Anount of Line 14 at Spousal rat. (15)
16. Anount of Lin. 14 texeble .t Lin.el/Class A rete C16)
17. Anount of Lin. 14 taxable at Coll.terel/CI..1 8 rat. C17)
18. Principel T.x Du.
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
NOTE:
.00 X .00:
226,123.11 X.06:
.00 X .15:
1181
.00
13.567.38
.00
13,567.3B
TAX CREDITS:
PAYHENT
DATE
11-08-96
05-28-97
DISCOUNT 1+1
INTEREST/PEN PAlO I-I
570.00
.00
RECEIPT
NUHBER
AA146923
AA211359
AHOUNT PAID
10.830,00
2,167.3B
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-29-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
13.567.3B
.00
6.42
6.42
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN $1, 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
K
"
RESERVATIONI E,tat.. of dlCldent. dying on or blfor. Dlc..ber 11, 1982 .- If any future Int.r..t In thl ..t.t. I. transf,rred
In Po.....lon or ."Joy..nt to Cl... I Ceollnt,r.l) bln,flcl.,i.. of thl dlCldlnt .ft" thl ..pltallon of any ..tat. for
11f. or for y..r., thl Co..anw'llth het.by ..pre'lly r...rv.. thl right to apprals. and ...... tran,f.r Inh.rltance ,....
at the lawful cta.. I (collat,r.l) rat. on any such future Inter..t.
PURPOSE OF
NOllCEI
To fulfill thl requlr...nt. of Slctlon ll~O of thl Inh.rltancl and E,tat, 'a. Act, Act 21 of 1995. e12 P.S.
Slctlon 9UOJ,
PAYttEHT:
Oetach thl top portion of thl, Hotlee and IUblit with your pay..nt to thl Rlgl'ter of Will, printed on thl r.ver.. .Ida.
"Hak. chick or 10n'Y ordu payftbl. tot REGISTER OF MILLS, AGENT
REFUND fCR)t
A r.fund of a tex cr.dIt. which we. not r.qu..ted on th. Te. R.turn, nay b. r.qu..ted by cD.pl.tIng en "Appllcetlon
for Refund of P.nnsYlvenIe Inherltenc. and Eslat. 'e." tREY-Ill]). Appllcetlon. are aveIlabl. et Ih. Offlc.
of the Regl.ter of WIll., eny of the 2] R.v.nu. DI.trlct Dfflc... or by ceiling th. .p.clel Z4-hour
ensw.rlng servlc. nu.b.r. for for.. ordering: In P.nnSYlvenla 1-800.J6Z.Z050. out.Id. PennSYlvanle and
within local Hl!lrrlsburg area (117) 181'8094. '001 (117) 112-ZZSZ Wearing r.palred Only).
OIJEC'IONS: Any party In Int.r..t not ..tl.fl.d wIth th. ftpprftls.eent. allowanc. or dlsallowanc. of d.ductIon., or ass..s..nt
0' ta. (Including dl.count or Int.r..t) a. shown on this Notlc. .u.t obj.ct within .I.ty (60) days of r.c.lpt of
this Notice by:
..wrltt.n prot.st to the PA D.part..nt of R.v.nu.. Board of App.als, Dept. Z8IDZ1. Harrl.burg, PA 111Z8.10Z1, OR
...I.ctlon to hev. the .ett.r d.ter.ln.d et audit of tho account of the p.r.onel r.pr...nt.tIv.. OR
...pp.al to the Orphan." Court.
ADMIN
ISTRATIVE
CORRECTIONS:
Fectual .rror. dl.cov.r.d on this ft.......nt should be addr....d In writing to: PA D.part.,nt of R.v.nu..
Bur.au 0' Individual 'ax.., A"Nt Po.t A....s..nt R.vl.w Unit. O.pt. Z80601, Harrl.burg, PA 171Z8-0601
Phon. (717) 787-6505. S.. page 5 of the bookl.t "In.tructlonl for Inh.rltanc. 'ex R.turn for a R.sident
D.c.d.nt" (REY.15Dl) 'or an .xplanatlon of ad.lnistratIv.lv corr.ctabl. .rrorl.
DISCOUNT:
If any taM due I. paid within thr.. Il) cal.ndar .onth. aft.r the dec.d.nt"s d.ath. a flv. p.rc.nt eS~) dl.count of
the taM paid i. allowed.
PENALTY:
The 15~ t.x a.ne.ty non.pertlclpatlon p.nalty I. coeput.d on the total 0' the taM and Int.r,.t a......d. and not
paid b,'or. Jenuary 18, 1996, the flr.t day .ft.r the end of the ta. a.n..ty p.riod. Thl. non'partlcipatlon
p.nalty I. appealabl. In the .ae. .anner end In Ih. the .... tl.. p.rlOd as you would app.al the teM and Intere.t
th.t h.. b.en as.....d a. Indlcet.d on thl. notlc..
INlERESTt
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy. Dr nln. (9) .onth. .nd on. el) dey fro. the det. of
d.eth. to the date of pey..nt. T.x.. which b.ce.. d.llnquent be for. Jenuery I. 198Z b.ar Int.r..t at Ih. rat. of
.IM e6~) perc.nt per annu. calculat.d at e delly rat. of .000164. All tax.. whiCh b.ca.. d.llnqu.nt on and aft.r
January 1. 198Z will b.ar Int.r..t et a rat. which wlll vary fro. cal.ndar y.ar to cal.ndar y.ar with that rat.
announc.d by the PA D.part..nt of R.v.nu.. 'h. appllcabl. Int.r..t rat.. for 198Z through 1997 .r.:
'!!!! Inter..t Rllt. Dally Inter..t Factor !!!!! Inhr..t Rat. Dally Inter.st Factor
1982 ZO~ .OOOSU 1987 'X .000l47
1983 16~ .000438 1988.1991 11:< .0DDlDI
1984 1IX .000301 199Z 'X .ODOZ47
1985 BX .00OSS6 199].1994 lX .000192
1986 lOX .000274 1995-1997 'X .000Z47
uInt.r..t It celcul.t.d .. fol10...:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..,"y Hotlc. I..u.d a,t.r tho taM b.co.., d.llnquent will r.fl.ct an Int.r..t calculation to flft.en (IS) day.
b.yond the date of the a.......nt. If pay..nt I. ead. .ft.r the Int.r..t co.putatlon date .hown on the
Hotlc.. additional Int.r..t eu.t b. celculat.d.
/5'-/:<J" /
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
t/
~-'~~'~~ '~
irr:ll~ ,t-~
~j.l. .r;
BUREAU or INOIVIDUAl TAXES
IHIl(AIUNCI laIC UI\l15111N
DUll. tUbOI
1"""15811110. I" 111:11'01,01
'1'-1'''1111'111.111
CHARLES E SHIELDS III
Z W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-Z7'97
SWARTZ
OB'16-96
ZI 96-0665
CUMBERLAND
101
HEL EN
K
f=,~=_~.ounl R..lII.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE: To in sur. proper credit to your account, subnlt the upper portion of thil forn with your tax paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE.V:i60-j-EX--AFP-.ioi-:97i----.-.....-iNH-ERiifANCE..TAX--sriiiEHE-NT"O-F.AC-Couiii--.-..--......---".--------
ESTATE OF SWARTZ HELEN K FILE NO. ZI 96'0665 ACN 101 DATE 10-Z7-97
THIS STATEMENT IS PROVIDED TO ADVISE or THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE, AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09'15-97
PRINCIPAL TAX DUE: 13.567.38
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
11-08-96 AA1469Z3 570,00 10,830.00
05'Z8-97 AAZ11359 .00 Z,167.38
09-30-97 AAZ4ZZ91 6.4Z- 6.4Z
TOTAL TAX CREDIT
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
TOTAL DUE
13,567.38
.00
.00
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
PAYH[HT I
D.tach tha top portion of thl. Notlc. and .ubalt with your Plty..nt aad. payabl. to tha nu. and IIddr...
prlntad on the r.v.r.. lid..
If RESJDENT DECEDENT eah ch.ck or aon.y ord.r payable to: REGISTER OF WILLS, AGENT.
If HOH-RESIDENT DECEDENT aak. ch.ck or aonay ordtlr payabl. to: COHHONWEAL TH OF PENNSYLVANIA.
REFUND (CAI: A r.fund of . taM cr.dlt, which wa. not raque.tad on the Ta. R.turn, aay b. raquastad by ~oapletlng an
"Application for R.fund of P.nnsYlvanla InharItanc. and Estate r.... IREY-l.U31. APPlications are available at
the Office of the R.gl.ter of Wills, any of the Zl R.vanue DistrIct Offlc.. or froe the D.partaent's Z4-hour
an.w.rlng ..rvlc. nu.b.rs for for.. ordering I In P.nn'Ylvanla 1-800-36Z-Z0S0, out.ld. P.nn'Ylvanla
.nd within 10c.1 HarriSburg ar.. (717) 787-8094, 1001 (7171 77Z-ZZSZ (Hearing lapalr.d only).
REPLY TO: Qu..tlon. r.gardIng .rror. contaln.d on thl. not Ie. should be address.d tal PA Depart.ant of Ravanu.. Bur.au
of IndIvidual Tax.., ATTNI Po.t A.......nt Revl.w Unit. Dapt. Z80601, Harrl.burg, PA 1712800601, phon.
(717) 787-6S0S.
DISCOUNh
If .ny t.. due I. paid within thra. (3) calandar eonth. aft.r tha d.c.d.nt's daath, a flv. parc.nt IS~) dl.count
of tha ta. paid 1. .llowad.
PENALTY:
Th. 15~ ta. a~a.ty non-partlclp.tlon p.nalty I. coeput.d on tha total of the tax and Int.r..t .......d. and not
paid bafor. January 18, 1996, the flr.t day .ft.r the .nd of the t.. aan..ty parlod.
INTERESTr
Intar..t I. charg.d bag Inning with flr.t day of dalJnquancy. or nlna (9) .onth. and ana II) day fro. the data of
d.ath, to the data of pay.ent. Ta.a. which bac... d.llnquent b.for. January 1, 1982 bear Inter..t at the rata of
.1. 16~1 parc.nt p.r annua calCulated at a dally rat. of .000164. All ta.e. which b.ca.. d.llnqu.nt on and after
January 1, 1982 will b.ar Int.r..t at a rate which will Vary froa c.l.ndar yaar to C.l.ndar yaar with that r.t.
.nnouncad by the PA Depart.ent of Rev.nu.. Th. appllcabl. Inter.st rat.. for 1982 through 1997 ar.:
v..,
Int.r..t Rat. Dally Int.r..t factor
V.ar
Jntar..t Rat.
D.lly Int.r... factor
1982 ZOX .000S48 1987 9X .0002U
19n lU .000U8 198801991 11:< .00D10l
1984 ll~ .0003Dl 1992 9X .000247
1985 13X .OoolS6 199501994 7X .000192
1986 lax .000274 1995-1997 9X .000247
-"Int.r..t Is c.lculat.d .. followlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
-"Any Notlc. 1..u.d aft.r the taM b.co... dallnqu.nt will r.'I.ct an Int.r..t c.lculatlon to ,1,t..n (IS) day.
b.yond the data of the ........nt. If P.y..nt I, aad. .ft.r the Int.r..t co.putatlon data .hown on the
Hotlc., additional Int.r..t au.t b. calculatad.
. '. - ~.
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Dr INDIVIDUAL TAXES
IHtIERJrANCE fAX DIVISION
D[pr. za0601
HARRISBURC, PI. 11114-0601
NOTICE Dr INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
Dr DEDUCTIONS AND ASSESSHENT Dr TAX
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICS BURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'("Ih/fl AI, 111'11,
09-22-97
SWARTZ
08-16-96
21 96-0665
CUM8ERLAND
101
HELEN
AMount R.nitt.d
CUT ALONG THIS LINE
&, ,,/Jv
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
R~TAIN LOWER PORTION FOR YOUR RECORDS ~
II-
----.--------------------------
:v
~ '.
t'
I ,
" ;.:-. ).
'.
t, f ~
-1 \ _ ',',
; , f ."
.
.
.,.
"
'J, .
"
.
-----
-
--------..~.
--- ~~
_ _ l----.~ 1!"-:...--
)
/(
,c
.
,\
r
I
.
.
J
'f(
.
,
... .
.. ~. .' .~ .
.......,......... .. ........ '"4. "I J.......ul '1.111111' A.... II .- ~.Ul ".....
-j
"
"
("
'.
.,
r. j;.
, '
"
{
"
tl . "
"'.}
~" ,f ,
L' ),
-.
.
'"
,I .
Ii .\.
;>' "
.
.
"
-;
~.
:,"
.
,
t,
.f
._-,
-r~
r. r-~_ ,
,-
.
--_-.---:-'"~.M.
r'-~
\
.
\
~
~
,
.
J
~'
.
.
.'
.,..:.... ~
,
'.
STATUS IlEI'OIlT UNOEIl RULE 6.12
Name of Decedent: H~~JI k Jlvuli:
Date of Death: /- It. . 9"
..-
Will No. Admin. No. ~J-96- f4'~
Pursuant to Ilule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th& 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 No ',(
r ~
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 'he Orph,"" Co"r' ,"d .'y be ""ched '0 'hi~~~~:
Oate: cr. :2?~ ~ ~~ 5i)>
Signature
~rk.s E: ~/d4-~
Name (Please type or print)
b e~~( Ser Rei. 4tt'(!/a;/ICS'J(!~
Address )/;( / l~a-
(7/7) 7t,t,-IJJ,Of
Tel. No.
;--J
I
: ,
,
.Ii"
L!: --
"~-I
~,
~:;
''')l;
Capacity:
Personal Ilepresentative
~Counsel for personal
repreSentative
(MAH:rmf/AM3)
~
;7