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Home My WebLink About96-00872 1:\,"", ,!I .Jos"l'h ll. But.:/. al\o Ano",,, u\. PETITION nm PIWUATE lIlIlI (;I(ANT OF I.ETTEns o:>) - q~ - 87d.-J No. Ill: . /)"I'c'a\l'tl. SII<'IIII S"I'mit... SII, .201.,. 2 4 -60613 Ilrf'j'lrr III \\,,11, Illr rhl' ('llllrIlY III <':\llIIllI.' r I ,111<1 ill Ihr C\lIItIlHIII\\'l'allll ()f )'l'lIl1'yl\'ilnia I"hl' pl'tilion of Ihe IIlHll'l,i~lll'd 1!....pl.(Ilull~, Il'PIl'\l'lIh Ihal: YtHII p"'litiI1l1l'1P<1. \\1,,) j, ;K~IX y"'ar... ()l aJ.!l'l.ll (lldl" an 11".'l'\l'''''111 r i x illlhr la'l \\i1lllllhl' ahllH' drl'I'lkllr. darrd .October 7. alld r"didl") dall'd . Nonl.! _ nallled ...__.___, I'L~<1_ 1\I,llt',dl'\;1l1l ,'lInlll"t.I:~~'l". l'.l! 1,,'lIlllh:I;IIIIIII. dl',llh 'Ill"I.'(lIltll. ,,'1,,',1 pt:....l.mk'nl \\a' dOlllkih..'u at ul'ath ill _....._....",__....._.___ _u__' _,....--~s.~\\~ffn\yl\'uniat wilh ILl._~___.__ la,r family or prilldpal rr,idrllrr al _ ]1.9_ ~_rsc.t _DrlvE.__ _________.____ ______Shix.'-'ID1nst9\'mI...P1\ 17011 ( lnwer All en Twp.) 11"l \11,,',,'1. IIl1mh,," ,Ill.! 1II11lJdJl;lIII~1 Ik...:rllurlll. II\ru_6] __ -L ,I'ral\ or '\l:r, \lirdl____d^~~.stt:1L"" ' 1996 m__.I..n,"p-r.~~n._!nwn~'ll~_._:'_~~r:..~..'::"-':ln y!.....':I_~ brrl'l a' fl1l1l'w,. drrrdrlll did nOlmarr)'. w,,, nl1l dil'llrrru alld uiunol hal'c a rhild born or auoptcd afll'r r\rrulion of Ihr \\ill ollrrrd rllr prohmr: wa, nOllhr I'klim of a killing and was nel'rr adjudicmcd il1l'l)I1IPl'll'III:~J:l~ Ikl'Cl1lknt at ut:alh u\\Ilt:d propt:r1Y \\ilh t:!!tinHlIt:d \'alue!! a~ follow~: (II' domkikd ill I'a,) All prl\l)11(11 proprrlY (If nnt lIomidlt:lI in Pa,) Pt:r,onal propl:r1Y ill Penn,yh'ania (It lint dOl1lidlcd in Pa,) Pl:r""lI1al propt:rly in CllUlllY \'altll' of fl'all"lat~ in Pl'IIIlI"J\'ania ,ilUmrd ii' 1'01111\\": '_ _.l__Chcs_tn!.l.t_ S_txc_c.tJ_Gj.cll...I,y_on I s s s S --1lL.5.lli1 00 P^ \\ IlI:KI:HlKI:. prlilillnrr(lC) rr'prrlrully rrqursllsl Ihr prohalr or Ihr last will a~!';) prr'rlnrd hrrrwirh and thr graml1llrllrr' .__ __Test<UmntiltY_. , Ill"'olllll'II1,lIl; ,Idnuni'ltillltlll ~.I.a.; allmini\tr01linn d,h.fI,c.I,a,) Ihl'lt'II, -. "- (j l (;1' h (// - \..~.-"_..<.. ~ '.,1... )(:/- :;(:"2c<.-r-- -'lsarelleG: ut.z- - - :z::.. -.--~{19-SalEi:set Dnve --:~ =-Sl]ir~n-s!:aom, P^ 17011 1:: x:t ~'~ ;. i' ------~------._- - - ______ "n ____ ---.-.- - ---------~_.. -- .---'------------ OATil OF PEHSONAL nEPnESENTATIVE COMMO'iWEAI.TII OF l'E:'<i:'<iS\'I.\'AiIIIA cm 'iT\' OF ._C_LJNB~!lL^ND I . -..!-..! J .... llll' pl'liliolll'I\X1 OIbo\l'.nal1H.'d "\\l'.IIII,) or "llirllll") thallhl' ..tall'I1H~l1h in thl: foregoing pC1ition arc IrUl' \lIId l'l.lftl'\.'1 to Ihl' hl'..l of till' ~111)\\ll'dgl' and hl'lil'f of pt:lililll1cr(X) and lhal .t!! personal rcprcsen. I:lli\rl'l <If rhl' ah",r Ik,rdrlll I'rrili<lllrrlXl \\ill \\('11 'jd} rilly ,~dl1lilli'!rr Ih~' r'lai::lc~~"dillg I~~"W, S\\<lrll h' <I, allillllrd 2rlV". "'I""i.hrfjd I..L-!h.c{t_.L<t:ftc<J A c.T., 5!l hrl<lr'Oe~oM~' --.' d~'l\ <II u lsabcllc-G._.But~ .s::;--- '5' llf-"(I- . __u ---- (}-Wl!I. I}.. trJ ._JJ~_SomCIset..J)r.J..lLC .. ~ u 1 (Lt~.I.:RV' LLlQ,Q.1&u.. <;0,1// Ie;. '0. ._..Sh1.rcmans.town,_E1\_L7.0lL ~ f'!V\ . EW, S Ut'l!/.\(el ~ I 1;) - I ~l.o - 1 . \ . -- -. -- ----- - , No. 71 - 96 - 877 - Estutc 01' ,Joseph H. \lut:/. . ncccuscd DECREE OF I)ROnATE ANn GI(ANT ()Io' LETTERS Nt NO'" OCTOBER ?9, 1'196' '.1' f I ' , A) " .______ ------.. III rllll'lurrul1ono tIC prl1l1011 on thc rcvrrsc si~c hrrrof. salisfaclur)' ploof luwing hrcn prrsrnlr~ hdurc mr. IT IS DECREED Ihnl Ihc instrumrnl(s) ~atc~__OCt.QbCL.7.,_I.9qA dcscribrd Ihcrcin bc a~millcd 10 prohatc and I1Ir~ nf rcrur~ as th,' last will of J o~I.ili-lh-B.u.tz nnd Lcllcrs arc hcrcby granted to 1 Hnb"lleJl. Rlltz ~f}fJNuL(}dijJf~ pD/!_ (;)n~ Q-hA ---r-O- Reg;ncr of Wilh U-a MARY C. LEWIS !'robatc. Lellcrs. Elc. ..".,.,' Short Ccnificates( ),.."."" Renunciation "."".,.,"'" X-Pages JCP s ~O.OO S S S 12.00 TOTAL _ S ~.OO T -@-;ee- ,." P.C, .QaER .~9.., ,199p,.",.",." FEES Andrew C. Sheely, Esquire 62469 ATTORNEY ISuP' Cr. 1.0. Nu,) 1 W. Main St., Shiremanstown, PA 17011 ADDRESS Filcd (717) 737-8761 PHONE ()() c":7" ~'~ ;:: ( ,- c' -, N ., '"" Called attorney on 10-30-96 and put letters and order in attorneys filed in Prothy. ., Till.. 1" III Ulllh 11..11 1111 IlIh 11111111.'0 IW11 gt\I'lt I, "d ,., I h "I'll'! II' 'III III ". 11'1I1d 11'lld" .111 ,01 .It ,II II .1111'. ldtd II IIh Illl .., 1 "I.III{tf,...IlH Till 'lIlflll.d I It 11th ,lit \, ill h, h'l" ,II.!' ,II" Ill! ',I"ll \ If ,il HI" "01,, 11111\ I 1," I" t flUllllll tllln.. WARNING: Ills II10gnl10 dupllcnll1lhls copy hy photoslnl llr phologrnph, 1.,"1,11 1lIl,'llllh.,IIL L'lHI ~<J.I'" it ,,_,- /.del1e" .<9<t1,,.:l,,\- I'h,d Itl'}.':''oI',11 U U 3757242 . ' .,:c..u;,'" I- l' ,,~ (})( , 1),lIl' 1\:0 IlIllIIU...lII' CO....ONWEALTHOF PENNSYlVANIA. DEPARTMENT OF tlfALtIl. VitAL RECORDS CERTIFICATE OF DEATH n.......1 . ........, .... .. ,..........-.. foOl.>Al,..LUf<ol',......" ,201 - 24 ""'(OfLil.............U.'_1 . Au ust 13 1996 ... I male _otOl(UllH ,.........,.. Joseph R. nutz ~~~9!lJII"'H~'............ _........4'''.._..~ ..""'" ......_lll~il _'_.IICl,".,_oI ..........,..._.c.....tl '_..._.1 ON' Of""'" ......._1...._1 12/28/32 L OfOlAlH 1'1-"'_...._._.._'" ,'51.,,1 UIOtllJIIIOo'll' -~ - -'I- I =r~- ::,,,Cl 6~.. ~lHlfDlAhl a"""'" CUWerland while -""'"' ,.-.,...---...... Shir€IfW19town '''!2Ol'~_,.....ooI1!H' U_lAlIWu'_.... _......,..,"'- ~....(.lo..,., DlUlltUnu.oaOCC........1OII ':"~.~~~,'l;f lys IIlM DlClDllfl',YMftGAODNUn-... (..,.,.... 51-. '''Wlot married I,.U,...___" tlIUtlltl" -'ChI"'" H(1.IOl~" ._........... ........~ .. ... --. .... -' ".bd:::"'-':=.:::'.. __ SllirCUWlStown. MO".".........".. Ud.. _"""'4'1 i ~ 319 Somerset Dr. " Mechan1csburg, PA 17055 'N..".IIAWI',.......I..I I. Joseph 'I'hanas Butz N(JIIY.Ull._rt..-." )Do Isabelle Butz ..tHODOIllIW'OII11Ol<1 ~I&lIOlOOW'O$l'." _ ......[] ",_fM, _..__.1.1 ........1.-.._. c::--O QNo~.' _+ _I J ..Au<J_ 19, ~I.NOIfUtlllW. .........:cIIUtl1otIUl'f'tMUtl-'C1II<<iU~'. OUlll AI'IO&l-...&IIOl' ,.oa;an, I zzi Funeral llooe IIctHII~" lIarrisburg, PA 8 Market Plaza Way ~~~\1 ~6?'I's7lJ6 I", a.:._ Cl!l1wrland --- --'~ ., , erull ...-OHUo\HI .u........o.-.DlllllUC!ilo.. c.r- _ lCJ~ "Kl1-00P'O IIOtI _"'-,0-. ~.<:~1......1.c.. ...,....."... East Itdrrisburg Crematory -.................. ....._"'....,~~_...... .. .'...,..........'I.....\!. ' U1. -..C..."."'-( '.....Ofllt&lll IUiiI" . -1:,IU __j)~hL_ ".""T' __....__.............__....-..........0..__...._ ,......-.-............ PA f1l 00536E UII ...uCASlMHI_DftU",OO:.oa.'_ ..II ~~ if' I(IlU...AO......, 0.,_1 ~ "' 1l"'/..1!2L ,3 /tV, ...... ...-...-.................-....... !==- ,--- I . ~-----.-r-.1A yr _._-_._.~...___--~-I-- - , , -1-- , , ,. '.....OI...A'"' \,,~_"'IUl<'Oc.tVfllllllO ~" oo...~...___................... """,_.......-......._IJIOtOl..,..,.,. ..Ili<lllllte,Ulcll1lU:l ~ insulin dIlpcndlmt... lII.IlJO,.Il>>AI..U,JOOII..IU, A<tcr Joscler.ot.lchcarLdlsea5C-. stroklowlU. ~pholll~-;md--- I~l~~is__________ I : .~~~- . :.::: .:~~-::'~:'~:'~II~::- . .-."'.UfOf'tllltlOlHll. lIoI.HHl"~I"'A.I" ........,.,...IfIlO COU'\(llONOfC"U~ Of DlM.lt {lo\/IOI"II"" "..,1..,_, 0U\Jf..Al1fil()floot ~.. ~ II " 1..............,_...1 II " II ~U(lf..II.~" ."......,......"::.;...._...,__.!!_}lPI ~...,......., ... _II...IJ ,........'- ,......'11............. 0.- ~ Iff. ______ :Ol~,..... u,I_.~.. ",-,<&II' 1Cl11II1(JIL"~'" 11", J:~_,_.. '-l~E"'~~~1'::=:. .u" lJ,IJl........U........I..,_' ~.',. i\ID0-";~j - .. ".~I1.5/~~ "--.---" _u.o&[llOltll!l.lli(JfHM ~1'IDCIlUK(lIlltAl" ,....lll'".....- Or.. tA1vld ZinrrormJJI I j II 6 Market Plaza Woly MN--h.Ul1sbw:g: [)I,/II..tO......t..-. _II ,..II -* .. ... ,.. CIJII...Il0(h0."....... .c.lIII.,lNII'"''''''''''".....,....,..,......,.................,...........,......."',......., ,..._....."......-...............,"'_......_"1--..-'" .'.-.,...' ~ R B ~ 1 .,re c ~-<lAloUU'II..U.OM'u:uM~.,.... .,. ". ........... ..I..M"...J......_.....40. ....._..............._.............._._._......__,...._"I__M.._ 'MIDoC'" U........MOROMI" ~...................-................I...I_.'""".....-......,.K........II....I......I... _.......__..1101._1.._ -............"..,., ..-.... .........., ..., ,... --... ..... II. . fill 1Wl11OQJWuN.AllllIOUUIllY' H, '" "or, J.'t=r.I1.,v ,{)'/~I ..J} 4-' ~ IJ.Jt /IJl. .. /lu I l!.'i..L.ll:, I Y t 21 - 96 - 872 Ul .~ i. r.~ .I " ,',' C\ ....-: c~ l'J ... r.' "::1 ~..) ,- [veL p, , :3 u.: Gu I;, I.~ ,i q\ 'J N ,- e' . - ~ , . l,j -_~ 0:". "l ;""\ i' ~;; [)(5 ~ ~ . ..... 13 :: ~ 1IJ ~ g It.. !E:5 ~ ~ a g z 3:13l1Jti~ j . > ~ g II: oJ In Z '<(lIJ II: e> 1IJ ~ ffi <( 0 :r :E Do e>mUlt;i o . u'" ~ m 0 ~ 0 ci13~"~ 13:EII: <( :E<(o ~ <( ., Z 0: ., <( i: III N E-I :;) l:ll 1<< o . 0: :I:: "" r.:l Ul o I"J . . ,. .' .. . . . . . .. ~ . . . '.. .. .,~ " - .'" .' ~\ ~ '\ \; ,} ~ ~~\ . \ \\ LAST WILL AND TESTAMENT OF JOSEPH R. BUTZ I, JOSEPH R. BUTZ, of Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils hereto- fore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my wife, ISABELLE G. BUTZ, provided she survives me by sixty (GO) days. SECOND: Should my wife, ISABELLE G. BUTZ, predecease me or die on or before the sixty-first (GIst) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, STEVEN D. BUTZ, and DAVID A. BUTZ, provided that should any of my children predecease me, I give and bequeath such child's share unto his issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving child as provided herein. THIRD: Should any of my grandchildren not have attained the age of twenty-three (23) years at the time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), support and welfare as my Trustee or Trustees, in their sole discretion, deem advisable. My Trustee or Trustees may make the payments for the support and maintenance \ ~ ~ . ~~ ~ of my grandchildren directly to said grandchildren or to their Guardian or Guardians. Any payments made by my Trustee or Trustees pursuant hereto shall be made without further respon- sibility to the said grandchildren, their Guardian or Guardians, or to any person taking care of my grandchildren. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren, shall take into consideration any income or other resources available to my grandchildren from sources outside this Trust. In addition, my hereinafter named Trustee or Trustees shall have the right, in their sole discretion, to purchase and pay for out of the principal, as well as income, such insurance policies as will provide for the grandchild's medical care. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-three (23) years. In the event any of my grandchildren predeceases me or dies prior to the termination of this Trust, the interest of said grandchild in said Trust shall cease with any income and principal being divided evenly between or among my other grandchildren or the separate trusts established hereunder for their benefit. If, however, said grandchild is survived by any children, my Trustee or Trustees shall pay net income of the Trust to or apply the same for the benefit of such children of my deceased grandchild, in such amount or amounts as my Trustee or Trustees, in their sole discretion, deem advisable for the support, welfare and maintenance of said children. Any income or principal not so applied shall be distributed when such children of my deceased grandchild attain the age of twenty-three (23) years. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual 2 ~ '~ ~ ~ ~ ~ distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (0) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select retirement plan (pension stock ownership plan, or a mode of payment under any qualified plan, profit sharing plan, employee any other type of qualified plan) to the 3 extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate and appoint my son, STEVEN D. BUTZ, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason what- soever of the said STEVEN D. BUTZ, I nominate and appoint my son, DAVID A. BUTZ, as Trustee of the hereinabove described trusts. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compensation. SIXTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this will, shall be paid out of the principal of my residuary estate. SEVENTH: I nominate and appoint my wife, ISABELLE G. BUTZ, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said ISABELLE G. BUTZ, I nominate and appoint STEVEN D. BUTZ and DAVID A. BUTZ, Co-Executors of this, my Last will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this 7 day of . ,.,-. U~tU.{j...i'L-, 1994. - 'r- -j, , t" /t'. ./-1. ') JOsEPH R. BUTZ . (SEAL) 4 71 - 96 - B 7? ImGISTEI( 0'" WILI.S ()I<' CU~IllI-:IlJ,ANIJ COUNTY OATil 0... sUnSCnmlNG WITNESS Andrew C. Shl.!ely lUlttiJtij(X ~N" n subscribing wilnrss 10 Ihr will prrsrnlrd hrrcwilh. (X;x:ll) hcillg dnly qnalificd according 10 law, dcposc(s) alld say(s) Ihal llC-w<l" prcscnl and saw Joseph H. l3ut:/. Ihc tcslal or . sign Ihr samc andlhal he signcd as a wilncss al thc rcqucst of lcslal~ in h....is- prcsrllcc and tcKcbK:plClGXllOXol'>C(oIMXWx) (in thc prcscncc of Ihc othcr subscribillg wilncss(cs)), {J Sworn to or arrinncd and subsrribcd bcforr 4lti 11M! f '-" fwl,,} me (his 74TH day of And rew C. shefrJ:Xnrl ~CT~OBER ~) ~/ '~'I. ~ M<l;n !';t- , !';hi,."m:m<;t-nwn..-PA I~..c:....-.d < n.l,lUVlI'~,\. / ' f, U' (Addrcss) MARY O. LEWIS Rellisl'lid (717) 737-8761 ( , U (Nume) 17011 (Address) REGISTER OF WILLS 01' ~lIMRF.Rr.I\Nn COUNTY OATH 01' NON-SUBSCRIBING WITNESS Isabelle G. l3utz (~~ a subscribcr hcrclo, lAAl-ill bring duly qualilicd acrording 10 law, drposc(s) and say(s) that she is familiar with thc sigllalurc of Jo"eph R. Rut? lCOlIiltit Icstat.2L.. of (0l\(xIl6ol\l&~~Ilri!W~~Ilyt;)!!.'ilxlA') thc will that she prcscntcd hcrcwith and lUlttiJtij( bclicves Ihc signUlurc on Ihc will is in thc handwriting of Joseph H. l3utz ----.-.-- to thc bcst of her knowlrdgc nnd brlirf. I 'j' , S ffo., .. h 'b" b 0 \..' :~frC..li I (~ ......./ worn to or a Irll1Cu IInu su srn Cu clorc - . mc this 24TH day of sa e . 13VlJimel .OCTOBER . _i(l,I,?-t'J-Fi--fJ 319 Somerset Drive. '" ..tLULU ~!llwv.. ,~ 1..,( fAt/dress) {l717l 761-30 8 . LEWIS Rellister J ( .1 ~7'-- :) (~~, / ~"";,_. Shiremnn"town, PA 17011 (Nume) (At/dress) CERTIFICATION OF NOTICE UNDER RULE 5.6 (al Name of Decedent: Joseph R. Butz Date of Death: August 13, 1996 Will No. 1996-00872 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 29, 1996: ~ Address 319 Somerset Drive Shiremanstown, PA 17011 Isabelle G. Butz Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: Date: February 6, 1997 C. Sheely, Es 9-'re 1 West Main Street . Bogar & sheely Shiremanstown, PA 17011 (717) 737-8761 Capacity: Personal Representative X Counsel for Personal Representative ~~ .. - '<t R '<t 0- r;- m uJ w... ., Il .. E ~:) Uu .- .:( ~;, 0- }"{ .' .. , () ,.., r) \J) ilia: a:: ~ A(V.HOO(..I'~"1 w .... 311:!5cn u"''' w,,-u =09 uflQ :c 'OR OATIS 0' DEATH Ann 12/31191 CHECK HnE I' A SPOUSAL . POVERlY CREDIT IS CLAIMEDJ 1 ..______.____ IIU NUMBER :'1 (OUN'Y coot h~:J~}1' ...,}ff).,.. COMMQUW(Altl4 Of Pltm~n"AWA o[PAAIMINIOlllr,,(UU( of'I 180flOl I4AAAISBUAG,'A 111180601 OICIOH~'!l '''','''I (IA!l! 'I'!l'. A'.O "'IOUll IFjIIIA'1 IS- I (.)l," 1 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 'Jr, Y(AR Bn NUMBER .... i!i lil u w o Jlu.t?,_.JQs~ptJ.Jl.__ [ I SOCIAL SICUlIIll, NU"'1I1f VAll Of VIA'" VA" 01 f11'"1 201-24-6068 08/13/96 12/2B/32 ";:~~';~~"~~ocl~~:~''-'';~':~~'='' ~:' :'~~~'. J3(;;~.~~~~~;;".__ [~ 1. Original Relurn [] 2. Supplemenlal Relurn 04. limiled Euate [] 40. Fuluro InlerOlt Compromi,e (for dole I of death altor 12.12.B21 DJ 6. Decedent Died Te,lote [J 7. Decedenl Mainloined 0 living TrUll IAttach copy of Willi (Allach copy 01 Tru'll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI .1I9 SUlle /Be I. Dr i ve SlrinlllilllBI.Ol'oll. P^ 17011 ("..~, Cumber j dnd .. . r 'M"""'_,,""'" :" ",,'~U(\~O,,;.----_..--- [ OJ 3 Remainder Return lIar dahll of death prior to 12.13.82) [OJ.5. Federal [Ilole Toll. Relurn Required -=.Qft T 0101 Numbor of Solo Oepolil BO..,I .... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH <II( <II( Under penalties of perjury. I declare Ihat I hove oll.amined Ihi, return. including accompanying uhedule, and Ilatomon". and 10 the bell of my knowledge and belief. it il true. correct and camplelo. I declare Ihat 011 real 011010 ho, been reporled allrue mnr~el value, Declaration of pro parer other Ihan the perianal reprelenlalivo i, bOled on 011 information of which preparer ha, any knowledge. SIGNAtuiUOf'USONIl(S'ONSlllffO~ U.NGRtTU'~ '\..AqoRlSS 319 Soncrset Drive OAT! Isabelle G. Butz '~ll-_k:_u.!.~(~ ShirClllanstO\\TI. P^ 17QJl May 9. SlGNAtuiU Of '1(' lR OTH!' THAt(. lP f~tTl'oI( :J ADD It' 1 West Main Street OAT! dtv (, l:>tiW'~~ ShireJllillJstol'oTI. P^ 17011 May 9. Andrew C. Sheely. Esquire --1'-- (ll(l(lWI!l(OMPlIUAOOU!l\ ,.... :3i!i "'0 "'z S~ NAME Andrew C. Sheel ~Ji!:(? TfIl'HON( t~UMIfI 737-8761 COMPIlIt MAlutm ADOAfSS 1 \';esl. Main Sl.rp\!.L Sh i re/llans 1.01'011. PI\" 1 7011 z o ~ => .... 0: .. u w '" 1. Real [,Iole (Schedule AI 2. Stoch and BondI (Schodule 81 3. Clolely Held Stock/Portnerlhip Inlerell ISchedule C) 4. Mortgagel ond Not" Receivable (Schedule 01 5. Co ,h. Bonk Depolill & MiuellaneouI Perianal Properly (Schedule E) 6. Joinlly Owned Property (Schedule fJ 7. Tran"e.. (Schedule G) (Schedule l) 8. Tolol Gran Auetl (10101 line, J-7) 9. funeral ElI.pen,e,. Adminiltrolive Co,,,. Mi\CellaneauI ElI.penlol (Schedule HI 10. Debll. Morlgage liabililiel. lien, (Schedule II 11. Total Deduclions (Ialollinel 9 & 10) 12. Nel Volue of Ellato (line 8 minUI line 11) 13. Charitable ond Governmenlal BequoI'I (Schedule J) 14. Nel Value Subjecl 10 Talt (line 12 minus line 131 15. Spoulol Tranlferl (lor dole' of dealh afler 6.30.94) See Inltruction, for Ar,plicoble Percentage on RevellO Side. (Include values rom Schedule K or Schedule M.I 16. Amount of line 14 tOll.oble 01 6% rote llnclude value, from Schedule K or Schedule M,I 17. Amount 01 line 14 lall.able 01 15% role (Include voluel from Schedule K or Schedule M.) lB. Principalla.w. due (Add lOll. from linel 15. 16 and 17.1 19. Credi" Spoulal Povorty Crodil Prior Paymenll + (' )_1.u,250.lJO ( 2 ) __ ____.m __ ___~__ ( 31___._______.__________._ ( 4 ) ___~__ (5 )______ 'J ( 61 ______________.____ (71 J~ 879d,L___ 4.142.38 ,,' ( 81 27.129.40 (9 ) (101 _ (II) (12) (13) (14) (15).E..~_B:?.-..~.___'p'!"= 22.987.02 -0- (16) ______________._.__" .06 = _. (17) ____________..._.____" .15 = z o ;: .. .... => "- :E o u >< .. .... (18) -0- Oilcounl Inloro,1 + (19) (20) (211 -0- (21A) (218) -0- 20. If line 19 i, grealer than line 18, enler Ihe difference On Line 20. This il Ihe OVERPAYMENT. r:i.10 Chock here if you are fequo,ting a fefund of your overpayment. 21. If line 18 il grealor than line 19, enler the difference on lino 21. Thil il the TAX DUE. A. Enler Ihe inlerell on the balonce due on lino 21A. B. Enler the tolal 0' line 21 and 21A on lino 216. Thil il the BALANCE DUE. Make Chick Payabl. to: Register of Wills, Aglnt 1997 1997 U\',U02U+(U-151 "~:.~'~1I ~.~;,,; COMMONWfAlIH Of P[NNSYlYAWA INttUItANCf fAI R(tURN RUID[Nt DICIDINl SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER J05EPlI R. I3lJl'Z 21-96-872 (Proporlv Jolnllv.ownod with Righi olSurvlvonhlp mu.1 bo dl.doud on Schodulo F) All tool 0.1010 .hould bo roporlod ot lair markol voluo which I. doflnod o. tho prlu 01 which proporlv would bo o.,hangod botw.on 0 willing buvor ond a willing .ollor, nolthor bolng compollod to b~y or ..11, both having r'Dsonabl. ~nowl.dg. of the r.l.von' faeh. ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION I. 7 Chestnut Street. Glen Lyon, (Newport Township). Luzerne County. Pennsylvania (~ interest per attached deed). value of $7,000.00 per attached appraisal. $7.000.00 2. Lot No. 63. Map 1. page 18. Orchard Street. Glen Lyon. (Newport Township), Luzerne County (~ in terest per attached deed). value of $3,250.00 per attached settlanent sheet. 3.250.00 TOTAL(~I,o enler on line If Recapitulation) (II more space is needed, insert additional shee's or some size.' IS 10.250.00 PitllL' .. ASSIJMPTIONS ,'Nil LIMITING CONIlITIONS ThIS appraisal report i~ produced under tht., folloWing a.ssulllptltlll~i ...nd lilllltln~ conditl\HIS together with other ,1:iSUllIptions and limiting cunditiolls emhodied Within the report. The ltfl11l.vsis. results. llnd ctlnclllsions arl' InfluClICCtJ hy these assumptions and lindting condition:-i. I"hcsL' filldin~s afc subjcL.:t tu L.:twngc if the ;l~sUl11ptiLlns 'lllll lilniting l.'onllitillI1S IlfL' llifferl'nt than those assumed in this fL'pl1rt. Whefl.! rC4uiretl, competent .HlvicL' should be obtained frOllll1ther prf)fL'~~ionill.s, t'nlc~s uthcrwisl' indicntcd in this report. 1. We ,lS~lImc lltic tn this p"opcrty is guud lInd lI1urkclIlhlc: l!xcept 1I~ nut~d herein. freL' frofll all I jellS ilnd L'ncumbrallcCS. euscmcnts and defccts: under responsible ownership and management /neither inefri<.:i,'nt nOI SUper efficient I: "'ld that the properly is in full eompliitrlCl' with all gO\'erning codes. ordinances. environmental regullltions, and ~tatutes, It is assumed that 1111 required licenses. certificates of occupulIcy. ~onscnts. OJ' nthcr Ic!!islulivc or HUlIlinistrati\.'c authority frorn an~' local. state. or nationaJ govcrrlnlcflt. Ill' priV;ltc Clltity or orgllnizlltion hnvc bCl'l1 or can be ohtuined or rcrlcwl'tJ ft.)J' nny Use UI)(ln Wllich this vaJue estimltte is bllSl'd. We dfe not r'~sponsibIL' foJ' matters legal in character ur for matters not relnted to re31 estate, AI(hough a title search was not made, al I known purchases of the SUhject properly wi thin (he last yel1r for residential properties and within the last r.hree years for non-residential properties hu\o'c heen reported. , ,II J informat ion, Includinc legal dcscript ions. surveys, zoning. inconlc an(! expenses. cost data. ilnd eflginecring. furrlisilcd 11Y others. is believed to be reliahle, but no responsibility is assumed for its accuracy, The comparahle IInd market data rei ied Upon in (his report has been confirrncd with one or more parties fanliljar with the transft~t ion. from puhl isht!d information. or other sources thought rCllS(lI1able: ~l I ltfe C(lllsiJcrerl RI'PI'()I)riate fur inclusion to the best of our fB~tual Judgment olld knllwledge. An impractical and uneconomic expenditure ,}f time would be reyuired in attempting to furnish unimp~<\chahle '..erificati~Ht in all instHuces. particularly as to ~ngineering alllJ nlllrket-relHteeJ irlformation. Sketches. plot plans. phott)graphs. lOaps ,pld ntl1cr illustrative <Iatll contained herein arc nnl'! to assist the readL'r in VisualiZing the property and are not Ilccessaril.v to S":a It.! , :\11 size~. areas. and dimcn."ions. as given. are to be U:'icd as apprlJXIrnlltc rnca:.,urcl11ents only. ~Jo warranty is expressed or impliL'd as tn their exactness. 1. We rCSer\'L' the right to correct any omission or error. and express 110 I iBbi lit:: or respollsihi I i ty for results from act ions (aken hy IIlIyone liS a result of this appraisal. Funher. there is no accountability, obligation, or liability to IIIIY third party, In the case of I imi ted Pllnncrships or sYlldi~a( iOIl offerings or stock Puge l; offerlnus in real estate. (he client Ilurees (h/lt in case of lawsuit Iby IIny-party), /IllY and al I awards, se~tlements of any type in such suit. regardless of olltcome. client wi II hold Appraiser completely harmless in any such act ion, The I illbi I i ty of the Appraiser, and the firm wi th which he is associated, is I imi (cd to the cl ient only. not subsequent parties Of users. In any evert or for lAny CllUse. our total liability is limited to. and disposed by. a refund of any fee collected. All references to either II singular or plural shill I refer (0 the other if IlpprOprillte, 4, The physical condition Ill' (he property described herein was bllsed upon visual inspection, No responsibility is Ilssumed for Illtent defects of /lny nature whatsoever which may affect its value. nor for any expertise required to disclose such conditions, or for any costs incurred to discover or correct any deficiencies of any (ype present in the property: physically. financially. and/or legally. We have made no engineering (ests or surveys of the property and assume no responsibil ity for (he structural soundness of the improvements, s(ability and/or load bearing capacity of (he soi I or subsoi I, adequacy of drainage. location of property I ines and improvements on site. or any other matters of a related nature, It is assumed that (he u(ilization of the land and improvements is within the boundaries or property lines of the subject property described and that (here arc no encroachlllents. easements (underground and/or overhead). or (respass unless noted in (he report. No functional test was performed on any mechanical, HVAC. plumbing. or electrical equipment, appliance or fixture. We assume that each of the above is in good working order and able to provide service usually expected of such items, No warranty is expressed or implied as to the specific condition of any property herein or for its sui(abili(y for any intended use, No accurate judgement may be made as to the adequacy of insulation or energy efficiency of the improvements or equipment which is assumed standard for subject age and type, The appraisers made no inspection for (oxic. hazardous. or carcinogenic materials 011 or around the subject property which would make (he property more or less valuable. No consideration has been made for the existence of allY poten(ially hazardous materials used in the construction or maintenallce of (he subject. such as but not limited (0 the presence of urea formaldehyde foam insulation. asbestos, radon gas, and/or any other (oxic substance which mayor may not be present at the suhject property. no termite or insect inspection was made and it is assumed that there arc none, The appraisers are not qualified to detect such conditions and expect the cl ient to seek professional advice from an expert in (hese fields. Where repair, construction. or modification of /lny item is indicated. we assume such tll be comple(ed in a good and satisfactory workmanl ike manner, 5. The dis(ribut i,)n of (he to(al valua( ion in this report between Puge 'I the various cumponents nppl ics ()Illy ullllcr tllC existing I)r{}~rilln t)f uti I izutilln, und is (0 be used only herein, 6, By rellson of this report. we arc nllt required to give expert testimony or to Ilppear in ony court or hellring, nor engllge ill post ,lppraisal consultlltion with (he client or third purties except IInder 'epurllte and special arrangemen( anti ut an additionul fee, If (estimony or deposition is reqllired because of uny subpoena, or requirement of the client or their representative. the client shull be responsible for any additional time. fees, und charges regurdless of issuing party. " The fee for (his approislll report is for the nnuly( icul service rendered und not the time spent on the nppruisul ussignmen( or the physicul report itself, This fee is due und puyable upon delivery of the appraisul report or the communications of the final vulue estimate relu(ing (0 the subject property, Puyments received after a grace period of one month from the da(e due muy be subject (0 a late payment fee of 1.5S per month on any unpaid bulnnce, Any use of (his report. or information from a part of this report. indicutes acceptance by the cl ient of the terms IInd conditions within this repo rt . 8, The contents of (his report shall not be used for uny purpose by unyone but the client without (he previolls written consent of (he Appraiser, Copies of this report may be made only upon our prior approval and if so, only in its entirety, Disclosure of the contents of (his appraisal report is governed by (he By-Laws and Regulations of the professional appraisal orguniza(ions with which we arc affiliated, Possession of (his report. or a copy of a pflrt of the report. does not carry with j( the right of publication. nor may it be used for other (han its intended use. The physical report remains the property of the Appraiser for the use of the client. However. approval Is given by the cJ ient to Use this report to fulfi II requirements of professional organizations with which we arc affiliated and for educntional purposes by the author, 9. Neither all nor uny part of the .ontents of this report (especially any cOllclusions us (,) value. (he identa(y of (he Appraiser or the firm with which he is ussocinted, or any reference to any professional organization to which (he Appruiser is affiliated) shull be dlssemina(e,1 to the public through uny puulic means of communication without t)ur (lflOr consent. to, This appraisal report has heen mllde in conformity with the requiremellts of the Code of Professillnal Ethics and Stnndurds of Professlonul Practices and Cllllduct of: The American Society Ilf Appraisers: and with (he Uniform Standards or Professional Appruisal Practices as publ ished by (he Appraisal Foundation, CI ients may, QUALIFICATIONS OF JOSEPH J. ROSEN, ASA Bachelor uf Science. Dusiness Administl3lion, Seton lIall UniversilY. Soulh Orange, New Jersey Certlrlea(e of Real Estate. Kings College, Wilkes Darre, Pennsylvania Real Estate Broker & Appraiser. Commonweallh of Pennsylvania Pennsylvania Certified General Appraiser (Cenificale NGA-000241.l) Real Estate Sales. Slale of New Jersey Renl Estate Sales & Appraisals. Commonweallh of Pennsylvania Member . American Academ)' of Slale Cenified Appraisers Past Member Adjunct Faeully . Wilkes College Real Estale Depanment Past Member Adjunct Fuculty . luzeme County Communily College Real ESlale Depanmenl CCIM Candidate. Commercial Investmenl Council. National Associalion of Reallors Member. Council of Pennsylvania Real Estale Appraisers Pas( President . Grealer Wilkes Barre Board of Reallors Renltor of Year (1986) . Grealer Wilkes Barre Board of Realtors Member. National Associalion of Reallors Appraisal Section Past President - Philadelphia Chapler American SocielY of Appraisers Senior Member. American Society of Appraisers. Real Propeny/Residential Member. Planning Commission, Borough of Kingslon, luzeme County, Pennsylvania Recognized us an expert wllness before: Boards of View Equily Coun Municipal Zoning Boards Federal Bankruplcy Coun Masters Hearings Tax Assessment Appeals Boards Commercial & Industrial Appraiser for various lelldlng IlIStllutlons, Including (but notllmlled to) the following: CoreSIOles Bank Fim Heritage Bank First Union Grange Nalional Bank Mellon Bank PNC Bank V A Hospilal Credil Union Firsl Federal of lIazlelon Fim Nalional Community Bank Franklin Fim Savings Bank luzeme Nalional Bank NBO Nalional Bank Pioneer American Bank Firsl Bank of Jennyn II., ". "I ~"'H'." " 0/" 1..,.1", -;"1(1'11\' '''n"",,' ". 1""1"",/1,.,.1." "..".., ~,,'.lllihll","'" ,\11111'\ I'''\', ,,,.1 ""/I,,... 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Of) :1,7n liH:I:I. :1:) fi:ll).I, Hfi ~ mUUCII()lI:,IIl...uO\J'41 UUllO:'lllfll ~.E~~~~!'~r~'l'!_.__.__ lIU "......,"...1.,'......>1"','..."".'.11 IOJ("II"IIIo'fII'II"'''I.b,.(ll0 IUt M ".. .0' ~~~~~~~,~- ~1 ~..lIl.",,".t1,.r\ll'lh.l'l'~"'I"'..I'lIII. !)OJ 1",u'llIol""UI"'I\I...t,l'~llu ~. ".,"'I\oII..,t"lOflg.g.6i"" !.O~ ...1"'111I"(<..1<1"....,11.\1.11I." "'" >or .... :!.tfl,no '" '" "" Ad,Yllm.nll '01 1',nU unp.ld by ull" AII,IJUm,nll 1111 ",ml ullp"oJCy "'111 110 Cot,ltl,l"" I.... " '" CwnI,,,... " .12 ...'""....''\'' " I" '" '" '" I" '" I" IIU IO''''lI'AIODtIfOIt llOHHOl'itA 1W CASI...., Sf llULltfjf '"Ul.lI'O lIUltllOWlll 10. G'I.IU.Il""""" 1hI1 "11m Will"" 1"'1' 1201 '" ltll."'Cl'Il"'.p.'dtr,I.OIb,)lrll...II....UOI '" CASHIO fnOI,lHO 101 UllYf!I'~; ~IO C:",'IU.." I.... !III CUuJ>l'I.... ~l: Au.ur,,,n/, '" '" 1!L_ 1;1. >t, '" >t, '" S10 InUL IlllltlCIIOII Al,lOUrH Ouf SIUlI, ~oo CA511AISlIlllLl[III101HIOU5ltUlI '" " " :J,ln.f1o liH:I:I,:m WI Ullill'''!UUOIIJ..,IU''MI'IIon''lOI ti~il).1 . H~) " (j/'i:I:I. :1;1 601 t"I'"h"ll\It1lon'r\'IOo,If\jd~IUt"'WI.~XlI :!,lfI.nn' ti:~(i,l . H;, 6.11 C"'SIIIO 1I10l.l11% 'OISUUfl ~OIIClIAIIO" . I',,' "t' ",,~'.'d b, I,.. III ~II"':' 1,,,-,"IIItl, Inl~""" CorJ>w"t.~... ...II, "".. (1JO'r(III'I,.,t. ..1,'1""< fl.o....~"'L.r If ,0" ll,.- "", (""'Il.l,,,,"1 "I'II"I~',n(. ClIIlJ<J'.l.ol1 ..,<~ ,"~, t"'"o I..".". ,j,nl"'l.I.O/l "...",t.. ,IN m., t.t ,..t(V(IIU l"~ or ""'''''''loC'''''l.C' """,-,lOlJ t>, I,.. !.lttfIlS"'Uf IUillll!;S 1,,, ::,:. '.' ~,'~: /.<.'.~;~.:',.,~J~~: ~.,' t ~_..____~::_.~.=~' . ',\... c.. ~',,,! ~"l . ~..' ;, ,_.- 1/ 1.....1.:-: . t. .l JI ~ ' ,: ,l' ',I ~ tl ., ~~" ~.-'.H~ 1,( ",., l' ~ 1 ' ~ .... f f I(~', ') :.' J" ~ It. , '; " , . ' , ~... ;.... ,. .~. ..".,.1\(,1 ,~t' .(11' " " . ,';1".., " ,-'~r .~I Ie. ,Il ", "~I., U'~' lOrJ t . ,'\ C' ~.' . ~ :. ..... ~ ",~-, a ' " ~, f '... '. " .. 'f #." . "~'.-';I"" .<I',,~:, " ;.'~'" ""l.;...,.... ~"i "; ". . J ..-: II. ,,; . ." ,I t.~., ,I.', '('.' ,~ . ~t' .,''-''.f:.,,':, ""l:;U:' ,.......'h.ll . 01' t"~'f.."",: ~hl!I\,'.~lhU:t ,-/' .'.'.' '1\l.1SlIlItPU, ~1~'9l\ -~ COMMOHWfAlHt Of rIHt4'YLVANIA IHH(RlfANCI lAX lI:ltUIU IUIOINI DICfDINI SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF Joseph R. Butz . . . . Ploa.o Pdnt or Typo. IT, [ NUMDER 2196-0872 --------- ...----. ---- --.-..-----..---... DESCRIPTION AMOUNT ITEM NUMBER A. Funeral Expense.. 1. B. 2. 4. C. 1. 2, 3. 4, 5, 6. 7, 8. Malpezzi Funeral !lane - f\Ineral expense 3,590.38 Administrative Cash. None Claimed 1. Pe"onol Represontolive Commissions Social Security Number of Pe"onol Representativo: Yoor Commissions paid Attorney Fees - Andrew C. Sheely, Esquire as per agreanent 375.00 3, Family Exemption Claimant Address of Claimant at decedenl's doalh Street Addross Rolotionship City Slate Zip Coda Probate Foos - Cunberland Co. Register of Wills 67.00 Miscellaneous Expanse.. Joseph J. Rosen - Real estate appraisal 100.00 Cunberland Co. Register of Wills - Filing fee for PA Inheritanc Tax Return 10.00 TOTAL (Also enror an lino 9, Recapitulation) (If more space Is needed, Insert addltlanalshooh of soma silO.) S 4,142.38 ','. \..\ ~ '\ , \. ~ LAST WILL AND TESTAMENT OF JOSEPH R. BUTZ . '. I, JOSEPH R. BUTZ, of Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and Codicils hereto- fore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my wife, ISABELLE G. BUTZ, provided she survives me by sixty (60) days. SECOND: Should my wife, ISABELLE G. BUTZ, predecease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, STEVEN D. BUTZ, and DAVID A. BUTZ, provided that should any of my children predecease me, I give and bequeath such child's share unto his issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving child as provided herein. THIRD: Should any of my grandchildren not have attained the age of twenty-three (23) years at the time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), support and welfare as my Trustee or Trustees, in their sole discretion, deem advisable. My Trustee or Trustees may make the payments for the support and maintenance ~ " \ \~ '\ \~ .' i \ \ ~ .\ ) ~~ ~ 4 of my grandchildren directly to Gaid grandchildren or to their Guardian or GuardianG. Any payments made by my Trustee or Trustees pursuant hereto shall be made without further respon- sibility to the said grandchildren, their Guardian or Guardians, or to any person taking care of my grandchildren. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren, shall take into consideration any income or other resources available to my grandchildren from sources outside this Trust. In addition, my hereinafter named Trustee or Trustees shall have the right, in their sole discretion, to purchase and pay for out of the principal, as well as income, such insurance policies as will provide for the grandchild's medical care. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-three (23) years. In the event any of my grandchildren predeceases me or dies prior to the termination of this Trust, the interest of said grandchild in said Trust shall cease with any income and principal being divided evenly between or among my other grandchildren or the separate trusts established hereunder for their benefit. If, however, said grandchild is survived by any children, my Trustee or Trustees shall pay net income of the Trust to or apply the same for the benefit of such children of my deceased grandchild, in such amount or amounts as my Trustee or Trustees, in their sole discretion, deem advisable for the support, welfare and maintenance of said children. Any income or principal not so applied shall be distributed when such children of my deceased grandchild attain the age of twenty-three (23) years. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual 2 \ ~\ ~ ,\ ~ , " , , ~ , .~ .j ~ -. ... ~. distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select retirement plan (pension stock ownership plan, or a mode of payment under any qualified plan, profit sharing plan, employee any other type of qualified plan) to the 3 extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: [nominate and appoint my son, STEVEN D. BUTZ, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason what- soever of the said STEVEN D. BUTZ, I nominate and appoint my son, DAVID A. BUTZ, as Trustee of the hereinabove described trusts. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compensation. SIXTH: r direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: I nominate and appoint my wife, ISABELLE G. BUTZ, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said ISABELLE G. BUTZ, I nominate and appoint STEVEN D. BUTZ and DAVID A. BUTZ, Co-Executors of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this 7 day of . ~I. J '\,'/ .....h......:.i_, 1994. ..i...t,......... .; '7 ./ -'.r- /""A C /.t. /""......-, JOsr;PH R. BUTZ . (SEAL) 4 , , J \ /'1 '- ) , RECEIVED BY 1/ ,; : 'j C ..I<!U'-',IJ rl"/V , " $IGN~f I . f;;, t MARY C. LEw'IS.,.f' ,/,'..,/)/0,:1.. I REGISTER OF WILLS ,1 J D NO. AA 184935 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of RIVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* 1"I"2UI4-'" RECEIVED FROM: fJ ACN ASSESSMENT r;I CONTROL I:. NUMBER AMOUNT D PAUL BEALE 'I:31'J1'!4'1"l '8.40 4409 ROYAL OAK ROAD CAMP HILL, PA 17011-4145 ESTATE INfORMATION: I!:I mE NUMBER ~ 21-1'195-0872 I!:I NAME Of DECEDENT (LAST) ~ BEALE EDI TH G II DATE Of PAYMENT EI POSTMARK DATE COUNTY SSN 186-38-7804 (fIRSTJ (Mil CUMBERLAND DATE Of DEATH 08/20/95 REMARKS m TOTAL AMOUNT PAID "8.40 CW D PAUL SEALE SEAL CHECKtI 385 REGISTER OF WILLS .. . .-_1 -~ -". _+ .__H.. -.'""7'-N. _ ..c--.~ .,:. , 1010"/1'1 i I I , J ) 1 \ . . ,L' ..,. ,/ I~J '/. '~'-" .' BUREAU Of INOIVIDUAL TAKES UOIrRluNC[ IAlC DIVISION D[PI. ;'aOllal IlAWN I SIIUItG , II. I1I00a-01lol COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE c... NOTICE Of INItERITANCE TAK APPRAISEMENT. ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT Of TAK 111,1\.' IJ I" 111.'" ANDREW C SHEELY 1 W MAIN ST SHIREMANSTDWN ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-25-97 BUTZ 08-13-96 21 96-0872 CUM8ERLArm 101 R JOSEPH A"'Dunt Re..! tt.d PA 17011 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 ~ iiE"v:i54TEif""FP"foi-:97Y"NO"ficEUOF"-fNHEififAN"CE-Ylix""A-ppiiA-isEHENT-,--,m:OwAN-cE-ifli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BUTZ JOSEPH R FILE NO. 21 96-0872 ACN 101 DATE 08-25-97 TAK RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) ell 2. stocks and Bonds CSchedule BJ (2) 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Hartgages/Not8s Receivable (Schedule DJ (4. 5. Cash/Bank D.poslts/Hlsc. Personal Property (Schedule EJ 15) 6. Jointly Owned Property {Schedule FI 161 7. Transfers (Schedule C) (7J 8. Total Assets CNANGED NOTE: To insure proper credit to your account, subllit the upper portion of this forn with ~our tax pa~nent. 10.250,00 .00 ,00 ,00 .00 ,00 16.879,40 181 27.129,40 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) (91 10. Debts/Hortgage Liabilities/Liens (Schedule 1) (10) 11. Total Deductions 12. N.t Value of Tax Return 13. Charitable/Governmental aequests (Schedule J) 14. Net Value of Est.te Subject to Tax 4,142,38 ,00 IllI 1121 1131 1141 4,14:> 3R 22.987,02 ,00 22.987.02 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. A~ount of Line 14 at Spousal 16. Amount of Lin. 14 taxable at 17. A~ount of Line 14 taxable at 18. Principal Tax Due TAX CREDITS: PAYMENT DATE NOTE: rat. Lineal/Class A rat. CollaterallClass a rat. 1151 1161 1171 22,987.02 K ,00= ,00 K ,06= ,00 K .15= 1181 .00 .00 ,00 .00 RECEIPT NUMBER DISCDUNT I+) INTEREST/PEN PAID I-I AMDUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 ,00 ,00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE fOR CALCULATION Df ADDITIONAL INTEREST, If TDTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE A REfUND, SEE REVERSE SIDE Df THIS FORM fOR INSTRUCTIONS. I , .. RESERVATION: [stat.. of docodonts dying on or bofor. Coc..bor Il, Iq8l ~. If nny futuro Int.rost In tho 8.lftt. I- t,ansf.rrod In POlsolslon or .nJoy..nt to Cia,. B (collotornl) boneflclarle. of tho docodont .ft.r tho ..plratlon of any 8.tnt. for Ilf. or for yo.rl, the Co..onw..lth h.reby ..pr.'IIY ro.otvo. tho right to opprals. and 8S.8SI trans'.' Inheritance Ta... at tho hwful Clan e leollot.ral>> rat. on any such futun Int.,ut. pURPOSE OF NOllCE: To fulfill tho requlr...ntl of Sect lOR 2140 of the Inherltanc. and [stat. 'a. Act, Act ZI of 1995. (72 P.S. Section 914:JI. PAYMENT I D.tach tho top portion of this Notle. and sub_It with your pay..nt to tho Roglstar of Willi printed on tho tov.r.. ,Id., --Hak. (heel( or 80n.y order payabla tal REGISTER OF MILLS, ACENT REfUHO C CR I I A rolund 01 a tax crodlt, which was not roquostad on tho Tax Roturn, ~aY bo roquo.tod by co.platlng an "Application for Rofund of Ponnsylvania Inhorltanco and [stat_ Tax" (REY-I1Ill. Application. aro available at tho Offlco of th_ Aegl.tor of Will., any of the 21 Aovanua ~istrict Offlco., or by calling tho spoclal Z4-hour answarlng .orvlco nu.bor. for for. I ordorlngl In Ponnlylvania 1'800-36Z-Z0S0. outsld. PonnsYlvanla and within loul tlarrisburg oroa (111) 181'8094. TOOl 1111J 112-22S2 nleorlng Irlpalrod Only), OBJECTIONS: Any p~rty In intorolt not lotilfled with tho nppralso.ant. allowanco or disallow"nco of doductionl. or alloll.ont of tax I Including discount or Intorast) 8S Ihown on this Hotlc. nUlt Object within slaty (60J day. of ncalpt of this Hotlce by: ..writton proto.t to the PA nopart.ent of Royonoo, Board of Appeals, Oopt. 281021, tlarrhburg. PA --oloctlon to havo tho .attar dotar.lnod at Dudlt of tho account 0' tho p.r.onal roprosontatlve, -.appoal to tho Orphanl' Court. I1IZ8-1021. OR OR aOHIN ISTRaTlY[ CORRECTIONS: Factual error. dllcovorod on thl. Illo.l.ont Ihould bo addrolsed in writing tot PA nopartnont of Rovonue, Buroau of Individual Tau., AnNI POlt Anus.ont Rovlow Unit. nopt. 20110601, Uarrhburg, pa .7128-0601 Phono (1171 187'6S0S. Se. pag. S of tho book lot "Inltructionl for Innorltanco la. Aeturn for a A.sident nocodont" CAEY-IS01) for an o.planatlon of adalniltratlvoly correetabl. orror.. DISCOUHTl If Dny tax duo I. paid within throe (lJ calondar aonths aftor tho doeadonto. doath, a fivo porcont C5ZJ dllcount of tho tax paid I. allowod. PENAL TV I Tho ISZ tax aano.ty non-participation ponnlty I. co.putod on tho total of tho tax and Intorolt allo.sod, and not paid bofor. January 18, I1J1J6, tho first day after tho and of Iho tax n.nosty porlod. Ihls non-partlclpatlon panalty t, appoalablo in tho sao. .annor and In tho the la.o tl.o parlod al you would appoal tho tax and Intorolt thlt hal v.on alsossod as Indlcatod on thl. notice. INTEREST I Intar.~' " chargod bog Inning with first dllY of dollnquaney, or nln. (IJ) tlonths and on. (II day fro. tho data of doath. 1~ 1~0 data of pay.ont. Ta.os which baca.. d.lln~uont b.for. Janullry I. lIJ82 boar Int.rost at tho rato of .1. (6~1 pareont p.r annua calculntod at a dally rala of .000164. All la.os which boca.e dollnqu.nt on and aft.r January 1. 1982 will boar Inloresl al a rala whl~h will vary fro. calondar yaar to calondar yoar wllh thai rat. announcod by tho PA napart.ant of Rovanu.. tho applicable In'ar.sl rata. for 1982 through llJlJl .rol ~ Int.ro.1 Aalo Dally Intorut fnctor ~ In'ar.sl Al'lt. n1llly Inhr.st rl'lctor Iq82 "O~ .DOO!>>fo8 1IJoII1 ., .000i'fo1 I"U 16;( .0004So11 IIJ8011-11JIJI III: .000301 t"84 11"- .000301 IIJIJZ ., .000Z41 1985 13:C .0003!>>6 191J3'11J1J4 " .0001lJZ 11J86 1n .000214 191J!>>-11J1J1 .~ .000241 -'Inlor.st Is ulcull!ll.d .. follows I INTEREST = B^L^NCE or T^X UNP^IO X NUKBER or D^YS DELINQUENT X D^ILY INTEREST r^CTOR --Any Hotlco I.suod afl.r tho ta. boeo.o. dollnqu.nl will roflo~t an Inlorost calculallon 10 fl'I..n (1~1 days boyond tho dal. of Ihe as.o.s..nt. If pay..nt Is .ad. allor Iho interosl cORpulallon dala shown on Iha Hotlce. addlllonal Intarut INst b. nlculatad. S'I'A'l'US rU;POIl'l' UNDEIl IlUI,E G. 12 Name of Decedent: Joseph Il. But:/. Date of Death: August 13, 1996 Will No. 2196-0872 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to cOlllpletion 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 No X b. The separa te Orphans' Court No. (if any) [or the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X 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. s~c~ Date: 5~q - Q"'1 '/. j'" 11 r. Andrew C. Sheely, Esquire Name (Please type or print) One W. Main St. ' Shiremanstown, PA 17011 Address N :~ oj l ~ a: r- ;J' ,I ~ 50 ( 717) 737-8761 Te 1. No. Capacity: Personal Representative X Counsel for personal representative (MAli: rmU AM3)