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Home My WebLink About96-00674 ~ '0", ~;.' .... o '.~ ~, '.~ , ...... ~,..., - "-., ~:';'~~' 'r '. ..' _ ... ..~:;:~:<2~ C,: Cb li~f;t~ """'V".t, 0,.... ~ ~"~~f}O ~]~<fl~~:':'.Z" :. :li,',.~". " ~~~i8~~:.;:., - C":;:,,,; ~~~:: ., ij~::" ~f?' 4,. :~~::;;,,;, c.':~~ " UI ~ ,; " PETITION nil{ I'IWIIATE 1111I1 (mANT ()Io' J.ETTlms I:'JI<I'" 0/ WAI:nm .1. ZOJ.ENSI\Y <l1.\'Il knOll'll <lJ No, To: ~ 1- '9" -I., 71./ .cxl...____a....~__"'~_.. ..._....~... __ ._. _.__~. Rcgistcr of Wills IiII' thc Count)' ofClIlllhcrlunJ inthc ('l1Inl1lon\\'calth of I'cnns)'ll'unill /J('CI't/J('d. -_._~._-_.__._----_.._- --. SociI/I SI!L'/Iritl' Nil. 194-38-4141 Thc pctition ofthc lInJcl'signed respectfully I'epresellls that: Your petitionel'(s). whu is(are) III years ofllge 01' oldel' IIl1d the Executrix mUlled in the hlst will of the IIbove decedent. dated August 1, 1986 and codieil(s) dllted none . Decedent II'IIS domiciled at death in Cumherland Coullly. l'enllsyll'lInill. with his lastlinnil)' or principal residellCe ut 109 WOllllhlll'n Lllnc, Cllrlislc, SOllth Middlcton Township, Decedent. then -Ill yeurs of uge. died AU~lIst Ill, 1996. at ThornwlIldllolllc, -1-12 Wolllut Bottom I{oud, ClIrlislc, CUlllhcrllllll1 COllllt)', I'CIIIIS)'I\'llllill, Except us lollows, decedent did notl1lal'ry. II'as 1I0t divorced IInd did 1I0t have a child horn or udopted aner execlltion of the will orlcl'ed Illl' probate: Il'as not the victim of u killing und II'US never udjudicated incompetellt: Decedentut death owned propeny with estimated values as flllloll's: (If domiciled inl'a,) All pel'sollul propcrt)' (If not domiciled inl'u,) Personal propeny inl'ennsyll'aniu (Ifllot domiciled illI'U,) Personal propert)' in County V:llue of real estate ill Pennsylvania situated us tallows: $ unestimated $ '1' - 'I. (.. . $ $ WHEREFORE. petitioner(s) respeetlillly request(s) the probate of the last will and codicil(s) presented herewith and thc grant of lellel's tcstulllental)' thereon, d --.- ===================================================================== OATil OF I'EI{SONAL REI'RESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLANI> ) The petitioner(s) above.numed sweur(s) or afljrlll(s) that the stutements in the loregoing petition arc true and correct to the he:,t or the knowledge and belieI' or petitioner(s) and that as personal rcpresentative(s) orthe above decedent. petitionel'(s) will lI'ellund truly administer the estate according tola\\'. , I . Sworn to or afljrllled :lI1d subsel'iheJ "-;i. ...!.'" ,)~.t. ')~;:";'/n/ .J -I:4~-' bj:fol'e me this ,~G., d. dn): or , Jud ' M.tolensky /./ ,;I ~LLu. L f- .199(,. I / ji'"" " 'i) \.( I"",:, >J1 ,. fri ~LL~J,. "'IL, /Jtr.:- ' . I Register j I~- /'22.- /P \ ~ - .0 _._.__....'_..~.... No. 21-96-674 Eslllle of W ALTlm ,I. ZOLENSKY. I)cCClIseJl m:cnEE OJlI'IWUATE ANI) (mANT OF ....:T'J'EltS AND NOW. AUGUST 28 . )9 96 , in considerntion of the petition on lhe reverse side hereof. sutisfuelor)' proof having been presenled hefore me. IT IS DECREED lhulthe instrumenl(s) daled August 1, 1986 descrihed therein be admilled to probate and liIed of record as the last will ofWlllter J. Zolensky IInd Lcl\ers restllmentllry ure hereby grunted to Judy M, Zolensky, Will Book # Page (/1 !. .I-- Il...pi( '_,_ FEES Probate. Lellers. Etc, Short Certificates( 2 ) ~1atlotK EXTRA PAGES JCP TOTAL Stephen L. Bloom (49811) AlTORNI;V (~lIp, CI. 1.1>, Nil,) MARTSaN. DEARDORFF. WILLIAMS & ana 10 East High Street Carlisle,PA 17013 (717) 243-3341 $ 50.00 $ 6.00 $ 6.00 $ 5.00 $ 67.00 Filed AUGUST 28. 1996 0, '..' ~.) - '" .....l. ('I " I, L '0 N r.::'l L,;) ..:: G) L: ~o ,- a; r.;\ ,oj :; (it> CALLED ATTORNEY AUGUST 28. 1996 F 'F1I.ISIl"T "11I.t:'ur"nSJU'I.PLl UR il', / I ., 21-96-67/, J" ...1 , .' i ht'1l .I~I\I.lt h p'lllllh '''I'll! Itlolll III >olll'llld lI'ltllll.llt III dL,Ih dlll~' "dill{ 1"1\\.\1,11.11" 1111 :-t.dl \'11111\\ "",\, I HIIII I,,. l'I'IOLllllllt 1IIIllf 'j, llll.d v. 1111 I Ill' ,I" TIII\ 1\ III tlllll', ,h,ll 1\11 1111111111111'111 tlll.d Hl/:l\tl.ll' Till "llrlll.1i It'IIIlll,llt WARNING: It Is Illegal to duplicate Ihls copy by photostat or photograph. It t. till dll\1t 1IIIII.llt. ~.I U1l L <S\I1ioirl,t,->\, ~';Ur'.' !If!~' ~.r..;f,x ~II -. ,1~ '-'. I:&:. ~~. . ,;';* ~,~ ....~, . ~ " 'f'.. .' ""I ",~.,"'-'to\.';oo" "'ENt ~\ ",!' Jd!!-' l3a:.- ~,~~~~~~ I,,, ,II HI'gl'II.11 3756486 _Uf, :.' 0 19% 1).lIl' Nil MIOI.ltJlI..n? COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS CERTIFICATE OF DEATH "" ''''''_III toOCUolllC\lfllO' ,""""Mill . 194 - 38 -4141 OAl'IOtCtRM........ 0..._1 . Au st 18 1996 <NT .. KAWlOfOl,*ClIf1""_l_ ., WALTER J. ZOLENSKY .IGl........... 1 loin" ,_0.,-. H' I, Male 48 "... '" ., ~Ol'OlRM.c-.__-___""__ "'....... _0 _0 Ilfl1.......alUll_ ~1I,....,..~ aynesburg, Pa ::':"'0 101111947 "'" , 01.\ Cunberland Carlisle Boro .. Thornwald Home -- ..-...-- .. OlCIOlIf1UDlJC,llIOlll 1W'W......WUl...._ --- ~-- Hamer .. I,,-KJ .................. udy M. Buterbaugh .. ..-=::.r.~== 5+IU" . , ' DI(Itll "-...J.tDORIua._~""I.CoJM 109 Woodlawn Lane ..Carlisle, pa 17013 HnCIt.N.l.IIIl'..._..... walter Zolensky Judy M. Zolensky OICIOl""1 ""'" ......c. - ~-- ttL..... Penn~ylv~nt~ ,~ .. - ... -......' '?1I0 ::':=:::.. lolOhCft.INAUl.,...._-........... , Mar Grdlsh ..,or\OWl'I~AOON....*--~"""" .eo. 109 Woodlawn Lane, Carlisle OrSI'OIlllOl'l.",-.. ....- Pa 17013 -,. Cumberland .. ...... 17013 .. ...-..9 c.-O ~......O - o f Greenwood Cemeter 'II Indiana Pa IWoII....oAOOllUIOf'MClUl'i' onan fH 255 York Rd. Carlisle llClNSl1oUlol1II:1II JlIOft._.INQ....~ "'-4!2'............... _...._..""l~........-........_.____..... .rIIl'.... ......SCA5lI.UIJlAlOIOW1t1CAll....""'N ...0 Ie. . . .,.~,.. 1_...._.........___..........0._......._.."""'- L.-..,_____ ~ICAUIII"_ -.- ........,- ""'?1Il or..........-............-..... ......................._........"""'1 1-- I=--= "-.--.----.-...... ~Ol\.f'o,.i.,oL rc..\V\.'-""'" DvlIOIOIII"'''COtdI. N(:a)- I: DUlI'OIOIII ..CON\lDvlIiCla)- DvlI'OIQII ..tONSlOUlt<lCf) CWICf"-' -...- '.....01""""" M.IUIII'R'II!(lAI\? OIICA1MIO'I~~O MN.ItU1tlI'I1"~1 -..... -'" """"""'''''''''' ......... ...........IIICfOlAfM -- o o o """IOI~'..._......._......-..... --- ... UXAlIOl<l"_~.s.. ... CUltlfllJlll Ii<. o o - ,... 0....0 -- - - ...0 ...0 e.......... .....- TS. ... ... c:vn_Ito..__ .CIJI1.......""IICI...."""-"".-....~"'____...~..lII'...-"'__e.......,....1J1 ,.........,...,---...___"..._tl.._"_... .................... o , ~"- n-o ~1l;.I....loVYlIlJl '-.0.,-' iil ' ,",,0 t) .. '1.'1 \ I;, ,r-. "", \ b "..... AHO.lOtlfIIUOI I'llllSO"l.....oCOW'UflDCAlIMOf 01_" l'\r"fJ'IM.""'" ~r(.~ll.. f'r\'O c..~~,,\"" "" o .. ~.,o v.u..."": 'O~'l1\I>. n;) ~ ~n.ll'" ClAllI'LlO_Ot._1 ~"", oC, \0.0,1. o. ..........j,IOI)CIJII,wn<<I"""ICl.,.""'-_~..__(""'-.l_"_1 "'..._.....,--.............._...__................_._._11......._"_... ."'OC.lLU"MIHIEA/COrIIOHIIl OoIIW.-el..__........ ""..'I._.III...,.....-...UIlIlCC....... ,,1,..........II........,,"'......lIw.,._....ttl.I..... -.."..............,........................................................................................ ." ~\a,\IOI M - ~ 1'2. 00 '0:0 c ij: 'd :.) (t, .." ,. l~ ,', " "'~ , m 0 ~ .. '0 :lJ L.~ ,,, ;;r J,;. :J .1:-;:1 -- 0 E-< Z ~ >- ~ :E: ::.: ~ Vl tl z t; - Vl ~ ~ ~ ~ ~ ~ o-l U E-< 0 .... N Z ~ I ~ Q ~I . z <( ., :..: 2 " ~ o-l p:: r;) ~ ~ Ie o-l ~ ~ ..... E-< ! '( Sl .( ..,. o-l - ~ ~ E-< ;i Vl Q :5 ~ . . ". . - . . . . . 21-96-674 , . LAST WILL AND TESTAMENT OF WALTER J. ZOLENSKY I, WALTER J. ZOLENSKY, of the Township of White, County ~f Indiana and Commonwealth of Pennsylvania, being of sound ~ind and disposing memory, do hereby make and publish this my Last Will and Testament, hereby revoking all former Wills by me at any time heretofore made. FIRST: I direct my Executrix hereinafter named, to pay all of my just debts and funeral expenses as soon as convenient after my decease. SECOND: I give, devise and bequeath unto my beloved wife, JUDY M. ZOLENSKY, all of my property, real, personal or mixed. TIIIRD: In the event that my said wife should predecease me, or die within sixty (60) days of my death, as a result of a common accident, I then give, devise and bequeath all of my property aforesaid unto my daughter, SHANA LYNN ZOLENSKY. In the event thatmy daughter has not attained the age of eighteen (18) years of age, 1 then appoint my parents, WALTER ZOLENSKY and MARY E. ZOLENSKY, to be her Guardian during her minority. FOURTH: Should my daughter be a minor at the time for distribution to her and should the value of her share be more than the amount which may be paid or delivered to her or in her behalf without the appointment of a Guardian or other fiduciary or the rlelivery of secud ty, I then devise and bequeath her share to the SAVINGS & TRUST COMPANY OF PENNSYLVANIA, of Indiana, Pennsylvania, in trust, to holrl, manage, invest and reinvest the amount so received, and the Dccumulation of income thereon, and to use and apply the income or principal or so much thereof as, in, trustee's discretion, may be necessary or appropriate for my daughters support and education (including college education, buth graduate and undergraduate) or to make payment for these purposes, without further responsibility, to my daughter or to any person taking care of my daughter. Any principal or income not so applied shall be distributed to my daughter absolutely when she attains the a~e of twenty-one (21) years. If my daughter dies before attaining the age of twenty-one (21) years, the trust shall terminate and be distributed to her personal representative. LASTLY, I nominate, constitute and appoint my wife, JUDY M. ZOLENSKY, to be the Executrix of this my Last Will and Testament, to serve without bond, and in the event that she is unable to serve in this capacity, for any reason whatsoever, I then appoint the SAVINGS & TRUST COMPANY OF PENNSYLVANIA and my father, VALTER ZOLENSKY, to be the Co-Executors of this my Last Will and Testament. IN WITNESS UIIEREOF, I have hereunto set my hand and seal -2- this 1st day of August, 1986. ~ tk {J U~ (SEAL) Wal~r rf1!;l;ns~ Signed, sealed, published and declared by the above named IIALTER J. ZOLENSKY, as and for his Last l/ill and Testament, in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto in the presence of the said Testator and other. RESIDING AT ~~;-t- .1# , RESIDING AT c/dtA..107J ,& -3- .... If) .~~.~ c '" -;0- ,-, " ,-":':: .~-.: ~'. . r- N c::l L!.) . ~ 'J , c.1 i,) l:.:..' '0 (,) 0.: '. c 0: p, c) ~ UU .....,...~.- >T. CERTIFICATION OF NOTICE UNDER RULE 5 6(al Name of Decellelll: WALTER J. ZOLENSKY Date of Death: August 18, 1996 File No. 21-96-674 To the Register: I certify that notice of beneficial interest requirell by Rule 5.6(a) of the Orphans' Court Rules was served on or mailellto the following beneficiaries of the above-captionell estate on or about September 5, 1996: ~ Address Judy M. Zolensky 109 Woodlawn Lane, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5,6(a) except: Nt A Date: September 5". 1996 Signature Name __~ ,L: 1251-- Stephen L, Bloom MARTSON, DEARDORFF, WILLIAMS & 0110 Ten East High Street Carlisle, PA 17013 (7 I 7) 243-334 I Counsel for personal representative tn -' .:1' :~ :~ . . ." C', 0_ I... I 0- uJ ....--J UJ(L ,,) :s ~~ ,. a: 00 ~I-ERITANCETAX RETURN RESDENT IECEDENT (TO BE FLED ~ DlPLICA 1E 'MlH REGISTER OFWLLS) .'j). J_ -. I ( \ lor dales 01 dealh al1er 12/31/91 check here \Ia spousal poverty credit IS claimed FILE NUMDER 21 I)(, COUNTY CODE YEAR REV.1500EX.\7.941 *' COMMONIM:Alttt OF PENNSYlVM4t^ DEPARTMENT or R(v[NUE DEN 28C)"101 ttAAR1S0URO.PA t7t28-0C>0\ DECEDENT'S NAME ILAST, FIRST, AND MIDDLE INITIALI ZOLENSKY. WALTER J, I c l!! "'~12 ~158 ug:a 0. 0< OECEOENT-S COMPLETE ADDRESS 109 Wuudlawn!.ane DAlE OF aiR II! Carlisle. I'A 17013 10/01/47 COUNTY ClIlllherland SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSlRUCTIONS) 204.42.2438 2, supplemenlal Relurn SOClAl SECURITY NUMOER 194.38.4141 DAlE OF DEAn! 08118/96 67.\ NUMBER 3. Remainder Relurn (for dales of dealh prior 10 12.13-82 5, Federal Eslale Tax Return Required 6, Total Number of Safe Deposit Boxes 4a, Future Inlerest Compromise (for dales of dealh after 12.12.62) 6. Decedenl Died Testate 7. Decedent Mainlalned a Living Trusl (Attach copy of Will) (Attach copy of Trust) . ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Slephen L, BLOOM MARTSON. DEARDORFF. WILLIAMS & 011'0 TELEPHONE NUMBER 10 Easllligh Slreet (717 )243.3341 Carlisle.I'A 17013 u,\E wI!! h (. Awlablel S\Arv'llg Spou'" H.m. (la.l, h,l And Moddle IM.all ZOLENSKY . Judy M, 1. Original Return 4, Limited Eslale ~ 1 E ~ w a: 1. Real Estate (Schedule A) 2. Slacks and Bonds (Schedule B) 3, Closely Held Slock/Partnershlp Interest (Schedule C) 4, Mortgages and Noles Receivable (Schedule 0) 5, cashhBank Deposits & Miscellaneous Personal Property (Sc edule E) 6, Joinlly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule L) 6. Tolal Gross Assets (lolal Lines 1.7) 9, Funeral EXp'enses, Administrative Cas Is, Miscellaneous Expenses (Schedule H) 10, Debts, Mortgage Liabilities. Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 6 minus Line 11) 13, Charitable and Government Bequests (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) 15, Spousal Transfers (for dates of dealh after 6.30.94) (Include values from Schedule K or Schedule M) 16, Amount of Line 14 taxable at 6% rale (Include values from Schedule K or Schedule M) 17. Amount of Line 14 taxable at 15% rale (Include values from Schedule K or Schedule M) 16. Principal tax due (Add lax from Lines 15, 16. and 17) 19. Credits Spousal Poverty Credils Prior Paymenls + (1) (2) (3) (4) (5) (6) (7) (9) (10) (15) (16) (17) Discount + 10.208.80 1.810.80 (6) 12.397.20 (11) (12) (13) (14) 0,00 x .00 = x ,06 = x .15 = (18) Interesl (21) (21A) (21B) 12.019,60 12.397.20 insolvenl (19) 20. If Line 191s greater than Line 16. enler Ihe difference on Line 20. This is Ihe OVERPAYMENT (20) A, 0 Check here If you are requosttn9 a refund of your ovorpaymenl. 21. If Line 161s grealer Ihan Line 19, enler the difference on Line 21. This is the TAX DUE, A, Enter the inleresl on Ihe balance due on line 21A. B. Enler Ihe lolal of Line 21 and 21A on Line 21B, This is lhe BALANCE DUE, Make Check Payable to: Register of Wills, Agent .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH .. Under ~enallies of pe~ury, I declare that I have examined this relurn, including accompanying schedules and slatements, and to the best 01 my knowledge and belief, It is Irue, correct and complele, I declare thai all realeslale has been reported alUue markel value Declaralion 01 preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIGNAYU EOFPERS N~ESP NSlOlEFORFllINGRETURN ADDRtSS DATE 109 Woodlawn Lane.Carlisle.I'A 17013 )0. .:!.::2--'1C . - a PAR I An REPRES lIVE ADDRESS DAlE ____ _. '. _.,{...._ 10 East Iligh Streel. Carlisle, I'A 17013 ,c'j,-'.'/,:L z ~ !5 ~ u ~ * Schoo" F Jointly OMlOO Property COMMo~ttt OF PENNSYLVANIA INItERITAHCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ZOLENSKY. WALTElt J, 674 Hslate 96 -Jall1tlllnal1t(a): . .~,~.e.~::..~.~~~.~:::,~~...,......,.............,...........,..,..,I~~~!,~,;'::~~,::!}.~!.~,:.....................................,........,..,..,............J~:~I.~~,:::~..,.....................,..........,...........,....,..,.. JalnUy-owned property: Item . :-'Lv:..'r: Date Total Value Decd's Dollar Value Number' Joint , Made Description of Property of ABBet % INT. of Decedent's i Tennant: Joint Interest --..l.-...'\ "A--l" 2/3/92 \(3) $1,000 Series EE U,S. Savings Bonds issued 1/921 1.936,8~ 50% 1 968.40 .-.'.:r:........ ,........1\........ .....9727m.... OrS-r;UOIrSeries"mm:S-:'Siiviii'gs'n'oilas'issi'ieiT'979'f" ..........,.."....I~~gnTt.'.."SU%'.... ...,..,.......,........l!~'t::rO .......,......... ..............,... ...........,............ .............,...,.......,..,.....,......,..,......,.....,...,..,.,..............,....,.......,...,..,. ,............,..............,....1.............,.... ,..,.."...,.............,..,...,..,. Schedule F TOTAL 51,810.80 . .--....- - #...... * Schodulo H FlIlll'8l Ellpensm, Acmi1lstJatlw Costs and Miscelllloous ExplllllOS COMMOffMAL TIt or PENNSYlVANIA INIlERITANCE TAX RETUlIN PESIOENT DECEDENT FILE NUMBER 674 Estule 96 ESTATE OF ZOLENSKY. WALTER J. ITEM NUMBER A. Funeral ExpenDeD ....T:'..'''Roiiiiii.Fiiiici'iil''lloiii'c;..Ciirlrslc;''(lA.............,...........,..,....................,...................,......,..,.......,..................,...........................'.......'li.:0~'9:'20' DESCRIPTION AMOUNT ......2':'..'..G'ieeiiW'iiou'C.cincl'iiry;'lii.uriiiiii':')'Ii'i....,.........,..........................,..............,........,............,...........,.........,....................., ........'..........1:-1'1'5:00 ..................................................................................................................................................................................................................................................... ..................................................................................................................................................................................................................................................... ..................................................................................................................................................................................................................................................... ..................................................................................................................................................................................................................................................... ....................................................................................................................................................................................................................................................... B. Admlnlotrallve Coote 1. Personal Representallve Commissions none Soelal Security Numbar of Parsonal Rapresantativa: Year Commissions paid 2, Allomey Feas MARTSON. DEARDORFF, WILLIAMS & OTIO 1,500.00 3. Family Exompllon Claimant Judy M, Zolensky Address of Claimant at decedent's daath Streat Address 109 Woodlawn Lune City Carlisle 3.500,00 Relationship Wire State PA ZIPCoda 17013 67,00 4. Probata Fees C. Mlocellaneoua ExpenDeD: ....'T:.....fR.iiiiiSiei"OfWilrs.;'liIiiigTiie......'.....,........,........,................................'.....'.......................'........................'.............'....'J....,....,......'....'...1.0':00' ....'2':.... Slion.certiliciitiis............,.......................................................................,..,....................,.......................,.......................,.. .......,..........,........'6:0.0 ....,j:..... R'iisiii'Ve'il'fo'fOiis'i:'iilliiii'iiiiii's'cos'is'ii'iia..mriigTiiiis..................,............,..................,..................,................,......,.. ...,...........'......1'50':00' .............. ...................................................................................................................................................................................................................................... Schedule H TOTAL 12,397.20 LAST HILL AND TESTAMENT OF WALTER J. ZOLENSKY I, WALTER J. ZOLENSKY, of the Township of White, County cf Indiana and Commonwealth of Pennsylvania, being of sound r.1ind and disposing !:lemory, do hereby make and publish this my Last Will and Testament, hereby revoking all former Wills by me at any time heretofore made. FIRST: I direct r.1V Executrix hereinafter named, to pay all of my just debts and funeral expenses as soon as convenient after my decease. SECOND: I give, devise and bequeath unto my beloved wife, JUDY M. ZOLENSKY, all of r.1y property, real, personal or mixed. THIRD: In the event that my said wife should predecease me, or die within sixty (60) days of my death, as a result of a common accident, I then give, devise and bequeath all of my property aforesaid unto my daughter, SHANA LYNN ZOLENSKY. In the event that my daughter has not attained the age of eighteen (18) years of age, 1 then appoint my parents, WALTER ZOLENSKY and MARY E. ZOLENSKY, to be her Guardian during her minority. FOURTH: Should my daughter be a minor at the time for distribution to her and should the value of her share be more than the ar.1ount which may be paid or delivered to her or in her hehalf without the appointr.1ent of a Guardian or other fiduciary or the neli\'cry of secudt~l, I then devise and bequeath her share to the SAVINGS & TRUST COMPANY OF PENNSYLVANIA, of Indiana, Pennsylvania, in trust, to holn, manage, invest and reinvest the amount so received, and the accumulation of incume thereon, and to use and apply the income or principal ur so much thereof as, in, trustee's discretion, may be necessary or appropriate for my daughters support and educatiun (including cullege education, buth graduate and undergraduate) or to make payment for these purposes, without further responsibility, to my daughter or to any person taking care of my daughter. Any principal or income not so applied shall be distributed to my daughter absclutely when she attains the age of twenty-one (21) years. If my daughter dies before attaining the age of twenty-one (21) years, the trust shall terminate and be distributed to her personal representative. ;1 \, I I i LASTLY, I nominate, constitute and appoint my wife, JUDY M. ZOLENSKY, to be the Executrix uf this my Last Hill and Testament, to serve without bond, and in the event that she is unable tu serve in this capacity, for any reason whatsoever, I then appoint the SAVINGS & TRUST COMPANY OF PENNSYLVANIA and my father, \lALTER ZOLENSKY, to be the Co-Executors of this my Last Will and Testament. IN HITNESS \lHEREOF. I have hereunto set my hand and seal -2- /5--/,1. ? -/eJ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * c.. BUREAU OF INDIVIDUAL TARES U..:RIUH([ tali DIVISION orPT. ZlO6l. HARAISIURC, PA 17IZI-0'01 NOTICE OF INHERITANCE TAR APPRAISE"ENT. AllOWANCE OR DISAllOWANCE DF DEDUCTIONS AND ASSESS"ENT OF TAR U,.IUI.. II' III.'" STEPHEN L BLOOM MARTS ON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-10-97 ZoLENSKY 08-18-96 21 96-0674 CUMBERLAND lDl WALTER A.aunt Re..itt.d PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiEV:i5'4"'i"EX-"FP-n-i:9&nlOYicEuOF-YNHERii'AiicE-YAX-APiiiiiiiSEHENT-,u,U.LOWAiicE-ifR'mmmm----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZoLENSKY WAL TER J FILE NO. 21 96-0674 ACN 101 DATE 02-10-97 TAR RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roo1 E.toto ISchodulo Al III 2. Stock. and Bondi (Schedule 8) (2) 3. Clos.ly Held stock/PartnershIp Intarast (Schedule C) (3) 4. Hartg.ga./Not.. Receivabl. ISchedule D) 14) S. Cash/Bank Deposits'Hi.c. Parlonal Properly (Schedule E) IS) 6. 401ntly Ownad Properly (Schadule f) 16) 7. Transfars (Schadule G) (7) a. Total AI.at. I CHANGED HOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax paYllant. .00 .00 ,DO .00 10.208,80 1.810,80 .00 181 12,D19.6o APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fune~el Expenses/Adn. Costs/Hisc. Expenses (Schedule H) (9) 10. DObt.l"ortgogo llobl11tlo./Llonl ISchodulo II 1101 11. Total Deductions 12. N.t Velue of Tax Return 15. Charitable/Governnental Bequests ISchedule J) 14. H.t Value of Estate Subject to Tax 12,397.20 ,DO 1111 1121 1131 1141 '?::\Q7 ?n 377 .60- ,DO 377 . 60- If an assessment was issued previouslY, lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 .t Spous.l ~at. 115) 16. Anount of Line 14 t.xabl. .t Lineal/Clals A rat. 116) 17. Anount of Line 14 taxabl. at Collateral/Class B rate 117) 18. Principal Tax Due NOTE: .00 R .00= .00 R .06= .00 R .15= 1181_ .00 .00 .00 .00 TAX CREDITS: PAY"ENT DATE DISCDUNT I + I INTEREST I-I A"OUNT PAlO RECEIPT NU"BER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION DF ADDITIONAL INTEREST. IF TDTAl DUE IS lESS THAN '1, NO PAY"ENT IS REQUIRED. IF TDTAl DUE IS REFLECTED AS A "CREDIT" ICRI. YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIDNS.I J -. ..- ".- ... nn ~ - ~.; ,I, ". ~ :-; --J =0 ..; ~:l " I ~ i LO - Cl ). " ;,1 l~ '" (^ " RESERVATION: [.tat.. 0' d.c.dent. dying an or he'or. O,c.ab.r Il, 1911 -- I' anv future Int.r..t In the ..t.t. I. tran,'.rr.d In po.....lon or enjoy..nt to Cl... I (coll.t.rall b.neflcl.rl.. 0' the d.c.d.nt .ft.r the ..plratlon a' any a.t.t. 'or llf. or 'or y.ar., the Co..onw..lth ~r'bY ..pr...ly r...rvI. the right to appral.. end ...... tran.f.r Inharltanc. T.... .t tha lawful Cia.. B (collat.rall r.t. on InV such futura Intlr..t. PUlPOSI! OF NOTICE: To fulfill the r.qulr...nts of S.ctlon llltD of the lnh.rlhnu and E.tat. Tax Act, Act II of 1991. 12 P.S. Sactlon llItD. PAYHEHT: D.tach t~ top portion of thl, Hotlc. and sub.lt with your pay.ent to the AIgIstar 0' Wills prlnt.d on the r.vlr.. sid.. --M.... check or .onev order p.vable tal REGISTER OF MILLS, AGENT All payeent, r.c.lv.d sh.11 first b. appll.d to anv Int.r..t which .av ba due with any raa.lnd.r .ppll.d to the t... AEFUND (CA): A r.fund 0' . ta. cr.dlt, which was not raquast.d on the T.. R.turn, aav be r.qu..tad bv coapl.tlng an "Appllc.tlon far Rlfund of Pann.ylvanl. Inh.rltanc. and E.t.t. Ta." (REV-IllS). Application. ar. .vallabla at tha O"lca 0' the Raglstar 0' Will., any of the II Ravanu. District Of'lc.s, or by calling tha .p.cl.l Zit-hour an.w.rlng s.rvlc. nueb.r. 'or 'or.. ord.rlng: In P.nnsYlvanla l-IOD-S6Z-Z050, out.ld. P.nn.vlvanl. and within local Harrl.burg area (111) 717-109,., TOO' (111) 11Z-Zl5Z CH.arlng Iapalr.d Only). OBJECTIONS; Any plrty In Int.ra.t not .atl.fl.d with the appr.I...ant, allowanca or dl.allowanc. 0' d'ductlons, or .......ant of ta. (Including dl.count or Int.rast) a. .hown an thl. Notlc. au.t obJ.ct within .I.ty (60) day. of rac.lpt 0' this NoUu bYI ADMIN ISTAATlVE CORRECTIONS I --wrlttan prot..t to thl PA D.part..nt of RIV.nul, Board 0' App.als, n.pt. Z810ZI, Harrl.burg, PI. --.Iactlan to have the ..tt.r d.t.raln.d .t audit 0' the account of the p.r.on.1 rapr...nt.tlv., --app..1 to the Orphans' Court. 17128-IOZ1, DR DR F.ctual .rror. dlscov.r'd on thl. ........nt .hould b. .ddr....d In writing tal PI. D.part..nt 0' R.v.nu., Bur.au of Indlvldu.1 ,...., ATTNI Po.t A.......nt R.vl.w unit, D.pt. Z80601, Harrl.burg, PI. 11121-0601 Phone (111) 181-6505. 5.. page 5 of the booklet "In.tructlon. for Inh.rltanc. Ta. R.turn 'or. A..ld.nt n,c.d.nt" (REV-ISOI) 'or an ..plan.tlon 0' .d.lnl.tr.tlv.ly correct.bl. .rror.. OISCQlWf ; If anv ta. due Is paid within thra. (3) cal.ndar .onth. a,t.r the d.c.d.nt.s d'ath, a flv. p.rc.nt e5~) dl.count 0' thl t.. p.ld I. allowad. PENALTY I The 15X t.. .an..ty non-p.rtlclp.tlon pln.lty I. coaput.d on thl total of the tax and Int.r..t .......d, and not paid b,'or. January la, 19'6, the flr.t day aft.r the Ind 0' the ta. .en..ty p.rIOd. Thl. non-participation penalty I. .pp.alabl. In thl ..a. .annar and In the thl .... tl.. p.rlod .. you would .pp..l the t.. and Int.r..t that h.. be.n .......d a. Indlc.t.d on this notlcl. INTEREST I Int.r..t I. charged big Inning with flr.t day of dlllnqu.ncy, or nlnl (91 .onth. and ani ell dav 'roe the data of d..th, to thl data 0' pay..nt. T.... which b.ca.. d.llnqu.nt bl'or. January I, 198Z blar Int.r..t .t the rata of .1. (6~1 p.rcent p.r annua calcul.t.d at . d.lly r.tl 0' .00016~. All t.... which b.c... d.llnqu.nt on and .,t.r January I, 1982 will b.ar Intlr..t .t a rat. which will vary 'roe cal.ndar YI.r to c.l.ndar YI.r with th.t rat. announc.d by tha PA Depart..nt of Rev.nu.. Th' appllc.bl. Intar..t r.t.. for 1982 through 1997 .rll !!!! Int.re.t Ratl Dall... Inter..t factor ~ Int.r..t Rat. Dally Int.r..t FActor 1911 20X .ODD5~1 1981 9X .0002U 1985 16~ .00O~38 1988-1991 llX .000301 198. llX .000301 1992 n .000llt7 1985 13~ .000356 1993-19M 7X .00019l 1986 laX .000274 1995"1997 9X .OOOZU "-Int.rnt II calcul.t.d .. followll INTEREST = BALANCE OF UX UNPUD X NUNBER OF DAYS DELINQUENT X DAILY INTEREST F^CTDR --Any Notlca IlIulcI .It.r the t.. heco... delinquent will r.fhct an Int.rllt calculation to flft.en US) dan beyond the date 0' the ......eent. If p.y..nt Is a8de .ltlr thl Internt coaput.tlon d.t. .hown on the Notlc., additional Int.r..t au.t be c.lculat.d. .-----.--.-..-.. . .-" ..~..-.- I c...- REGISTER OF WILLS OF CUMBEIU.ANI> COUNTY STATUS REPORT UNI>ER IWLE 6.12 (For Rcsldcnt I>cccdcnts Dying Aftcr Jnly \, \992) Dati! of Death: WALTER J, ZOLENSKY I Cfct(,j,' August 18, \ffll "'" Name of Decedelll: File No.: 2\-96-0674 Social Secllrity No.: 194-38-4141 Pursuant to Rule 6,\2 of the Supreme Court Orphans' Court Rules, I I'eport the following with respect to eompletioD of the administratioD of the above-captioned estate: 1. State whether admillistratioll of the estate is complete: Yes x No_ 2, If the allswer is No, state whell the persol/al represel/tatil'e reasol/ably believes that the admillistratiol/will be complete: 3, If the allswer to No, I is Yes, state tl/Cfo/lowillg: a, Did the persollal represelltatil'eftle aftl/al accolIlI/with the COllrt? Yes_ No x b, 17/C separate Orphalls' COllrt No, (if allY) for the persollal represelltatil'e's accollllt is: c, Did the persollal represelltative state all accollllt illforma/ly to the parties ill iII/crest? Yes_ No x [Executrix is sole beDefieiary; therefore, no accounting was necessary,] d, Copies of receipts. releases,joillllers alld approl'llls offormal or illformal accollllts may beftled with the Clerk of the Orphalls' COllrt allllmay be aI/ached to this report, ~~ ~phen L. Bloom. Esquire MARTSON, DEARDORFF, WILLIAMS & 0110 Ten Eastlligh Street Carlisle, P ^ 17013 (717) 243-3341 CouDsel for personal representative Sigllatllre: Name: Address: Date: August 18, 1998 0.. ::..:. ~ lD :.::1 ..:: \;' "- eta.: ,'I" 9' ., .:..J,:.: ~::; '...)tJ