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HomeMy WebLinkAbout97-00066 1-1 l- ~ ffi c\: ii, r-J ~ A 'Z :i:; ~ ~ t- .." ~ 0 ~ cl t'" cO- .... 0'" - 0 I - CI.. '11 ! ~ ~ . .e ~ 0 ~ <:>t Z lit s ~ ~ ~ :3 PETITION Hm IJROnA TE ond C;RANT OJ<' LETTERS No. ._~I..: J99'L-Pk~__.__._ Estate of __EI1Nl':H:1' ,1. DEN? also known a.\Ii:HIlIES'I' JOliN D,"N~ To: ________________ ___ . Register of 'fiJls f~rlhr . Q I D,'c('ased. County of h'-,-'1.~_~..':..':.!!!.:.C_ In Ihe Social Security N;: 11L=:II..J...{JiU-...__._.__ Commonwealth of Pennsylvania The petition of the undersigned respectfully represenls that: Your petltloner(s), who Is/are 18 years of age 01' olderan .t?e e~ecut.ld_._____._lJII'}I'd In the last will of the abo~~ decedent, dated -__...b~f'U.L-l.~~-_----, 19~ and codicll(s) dated ( '~', 1.;'. . ___.____.__~.___.___ (Male relevant clrcumslances. /!,M. renllnclRllon death (If executor, etc,) Oecendent was domiciled at death In _Q~l:c'" ,I (I'V\I II G~J(v~aNltr o';Fc~n'I~'al ~.e~ide~:..~~~ ~(..) - (1151 street. number and munclpalllY) '7 1\- . L tl ( Decendent, t~fn _. 1,-:'-- Years of llIle, dle~ rrl (.. I 19 . .' . Dt....lLf2.~.J.'!,lU.i._l"-,,'t C'~.lL ~,.".. 0v '1",' .,' 0 I . Except as follows, decedent did not arry, was not dl orced and did not have a chil born or adopted after execution of th~{I~ offered for probate; was not the victim of a killing and was never adjudicated Incompetent: __ . _____ _ Decendent at death owned property with estimated values as follows: (If domiciled in PD.) All personal propert). (If not domici'ted in Pa.) Personal property in Pennsylvania (If not domiciled ill Pa.) Personal property in County Value of real estatc in PP"'~",,"a<\lll C situated as fe.llo' .. . (Y ~;: () .J tj. ~ OC;',/!"JD , $ $ $ $- ;r !};.'C'o. ()<, WHEREFORE, petltioner(s) re.pectfully requesl(s) the ploba e of the last will and codlcil(s) pr~~ented herewith and the grant of letters fi:~)ldf It'6.'j,1-1~!'''' theron. (testRmentary; ad inlslratlonc.t.8.: administration d,b.n,c.t.a,) L .~~ "'8 l~ ~~ 1l'w .0 & ill :J-;t.",e (.,.. PI' . Ie .(c~)",~\w~~l}k~t~_' ~&t.mu,rr &~y OATH 01<' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND _._~-_._- } 8:3 The petitioner(s) above-named swcar(n or affirm(s) thut the statrments in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen. tallve(s) of the above deccllent pClitioner(s) will well and truly administer the estate according to law. Swom to or affirmed aud subscribed . .1.~"d'" '-' )(::...)'./l.,?t'( ~ S:1 before mc this _.-2.1.6.1...-__ day Dr j L-.. t.~. JANUARY _ 1~~7 '" . -~ I ( R "l:~pi :4/1lJlJ--vn ____ ~ ITJ,g-Rj 6. LEWlfI . eRisl r _________ . i 15- 1.51r1. it , \ --r - - ....,.... No. --M:.19.97- Q~L Estate of ..JUlNES'l' J.Q1J.t.L!?llil':!.!'utf.!<k gHNI!:S'LJ..,- DE~;necellsed DECRIU<~ m' PRORATI<: AND (~RANT OF' U'~TTERS AND NOW ~------:Il\J\!ll.l\BY....1,] .. ____ ________ 19 .~L__, In consideration of the petition on the reverse side hereof, satl,faclOry proof hllving been presented before me, IT IS DECREED Ihlll Ihe jnslllllllent(s) daled.~___..A1LQ.lL1?L.lCLt..121..~.~._._ d~scrlbed therein be admitted to probatc and filed of recQrd 1\J;.lhe 111.11 will of ERENST JOHN DENZ a/k/a ERNEST J DENZ .. ~-,-_.~._-'" and Letters 'fE S 'J.'AMEJ:-l'l'ARX. are hereby grallled to.__~E""NNE L. DENZ Vim; MARY C. Ill. FEES 25.00 Probate, Letters, Etc. .. . . . . . .. $ Short Certlflcales(5) ,....,.,., $_E.!..OO lI.~dQ\l&lalll," ................ $ 9 . 0 0 JCP $ 5.00 TOTAL $ 54.00 Flied JANUARY 23, r.r97 t.Oti,t~' ~Mn0~~1 . /qgq3 ~. ATTORrEY.<Sup,C't. 1.0, No,) Lt cf /:;'(:!~e ;j f. I ADDRESS jiatAV'll.~~:/) /7101 """"""""""""""""", 'It ~ ~ 15 l7) J2 0 <:; ~~ " ~; a'! (3 ~;"" N f: Ci ~ ,.. ,~;D q '-,-,1 (f.l <l'; ~,,-..-.. ~ hS' p; '-~ a: cc a' LET'fERS AND ORDERMAUED 'fa AT'fORNEy ; '1'111', I', ,,, ""II, ,1<,11 ill<' 1111""",,,,,," I<"'T 1:1\'" h """"Iy '''1,,,,11''''" ,II' '''',1","11 ",,,ii,,,'" "1.1",,,1, dilly IiiI'd Will< lilt' ,IS \ '" ,.I \(,/"',11 ,II 'I'll<' '" iglll,1I (I'" iI,,'\1< willi\\' 1", '.' ,,,,I,d '" I I" "," 1'" ,'\ 1(, "",\, , \il",' I", il\'lIlI,II,"11I t ilill!: WARNING: It Is l1Iellulto dupllC/lte this copy by photostat or photograph, h'c fur this ("Hlifi(il({~, $;,00 a",v,;.!- ;;f::t;"7- 3881388 DEe '2 2 1996 "'.___ _~~"_~,~__~'n_ " Date No, 'l1'~ ' ilAfUUNOloIIlII' Ill( IAlSQ:CUfl(Ty'~-~-:--lIlRIlOlClE.lflilt.AoM\,OltI,_1 I, Male I 116 -- 01 - B19~-L 12-19-96 JotACIQIII(lf..lfH ~""""'1'_~Mof"'lIdoIl --==-- _.~ We .- -~." _0" ,_0 "",I] fO.........xx ~o '17011 """SOECE[if;N'rOfHISf't>NIC~'RAa! ~nr.n.Illtd<.'MlIlt'*- . NQlVl "'[]Il~,,*"CuflM, (SpId';t r Allen Twp. 20 Allendale Way Carrp Hill, PA ..~,,,*,,,"-," Wni.te ----dlftMIUllNEUiw;llJ'''W W'lot:cE&;rn""R~ OICENWf'lEooCAllOt4 '~!.W..U,ll.....,'Itd, .........."".. ~~__~. .__. V&.&JlIoWOfOflCI81 ~~~__ ...............' ~ lll.......,..fNI(Ifo...... _,. ' .S: ArIOO<l ~,:::::: ,,~"'~ ",0 ~I"=u..:.'''.'' . Ma;;;-;,~,"'"I 11 Jeanne L. Blumer OIClOlH'I"w.uKlAOClMI/.I$-CIyIl.won.,,*-liP~ ~i~Nl" "',SllI~__._____~~_...:..:.:...Ol4 "..~ "",~tteo.lln.._ Imer_All~lL..__--lWfI 120 Allendale Way:'~ :::.,:,:,,"" .. Carrp Ilill, PA 17011" m....... ".~~ C\lInb<!.r,l.m'~~-' '" ,..I] ==:=.. 'lWHI,,'.iWi~r.-t lM'iiHi""NAMl'lFn"lllo:kIJ,~f.....lUIOO) , CharleD Denz "" , '" Betty Elsner ~{T~ --- -iiiXHf'lw.lllHOAOOMlli9WMl,cirtlloon,rs-.lllCo<lltI Jeanne L. Denz llO Allendale Way Ca Hill, PA 17011 {)II~__' t!~OlIll'O&lTIOfoj .~or~Cr.....-v LOO..v ,~",,"OI* turIIIft 0,.....0 ................0 . (Mor'4'l,o.y,1IIosI1 ,JrdJa*""-oI _0 __,----.,--'-Cl 1-2--97 Arlingl:cinNational Cetrete , Arlington, VA uc:tHllUC*P<<MON "'lOOt l-iCENtENUi'iif.A--- 4.1.NOAOOPiiiOF MCIUTY _. "FD_~2e49..Jo~'-';" pa!!!l~rex..lh.t. lnc. ~w Cumberland PA 171170 "'":~'7~.dMt1\I)CC\I"td"I""I~,\III'l/'IIlplllOll,",!14 llCtN!>fNUMflEA =~_l COIlMONWEALTH OF PENNSVLV~NIA . DEPAATIIEllT Of HEALTH' VITAL AECOAOS CERTIFICATE OF DEATH "" 01 It'.....~,l........- Ernest J. Denz l\"~Y1 ",","", ..... ..,. -- , - ""-" 1""''''-01'(..... 12-26-20 lIitilid'l~fCtY';<1 $W<I",!OI""",CWI1II',\ ieona, Austria Of '" ru:--lIfiil: ..lhI__,........-...-- UlIt..,___on..."" MMlVlJ.o.t", r:l<\f..S. C~lACYJl..,," a---t'&i';opil"'IICONlllQi.IfNCIot)~~~--fj_..'--~'~- . " --,omI'AONOUHCEOOEAr.llMoi1lh_Olly. "I., - y ,___7:5"0 hJn. I~ -,'t~""'<" ......."""_ 0Il1'lUl ttn! lhltmocN ollfVl'\ll, ....:n.. car~ OJ t",*1M(Ily IITHI, ",*",01 IlMII hiIuf. 'HIo1iCA$Ef\EfER"'EOroIMaOlC,M.Ell~ ..0 ...1Il , AjIpIQ.ill'''' tWfiMII,*- 'I-~- t---.~-- 1 , I , I "I Mm'1I. 0lI*.~~~~~~ lll.ll~tl....~_.."III~I. $<';'; '~;,)t C vA '~- i 'I--.TI CAUM (fflII -.- I~'"""I~- I ,. ..., --- '~lIlIIDI'IMIllDnf " 1...IlI\l.ItMlni:I.w!..14>lIMI \ OUI1O~I4I1.COH9lOUEta:(}f) i_'....."\lINOMlorMO , \=-~....", O'-"---OOOOPAA.II.wa:1iiNCiCi}------ ~1l0llllt\lLAl1 1...ufMmFiv wIM~n~ WNHfI'oC1lOlRH Ir'WOfWIO? ~~~ '" 00Rtl, " ,... I] ..[)I' I [\ twEOflMJURY ,''''''''''J\)''' . r'Mii'iiUi'~[iiaiiriCWIH.IOff1'/X.CUMiD (Moo" o.~ WI [I "" 0 ",0 COuldnDI~""""W*' [] ~OfIfN,)l.lMY'/tA"-'''''''tll...'I)$lIY.~.W ~lOCAliCiH(i.:(,.(yIbMI~- ~_llipOy\ ....... . )tM * ~~on'l - :~~~tlTlTi.EOJ1CEflTlflf.ll. --:LJ..,J. i --- .CIJO""_~lf'hI""*'l*~-ol....,..,Ii'CIfltII~..e'\,...pl(j('Ulf1<;-'lONJ!'.fl{.COl~(~...()n.~nl ~, h' "".', 0 11 A iA. 'I ~ l ~(..-t-I . "......lI4l1lY~,..."__M....~".....--..tUlI.M,.,.,.,., ...,..",.,......,..."",.""",,"""1" l.(AJ ^" C. l.- ._ ,~..."'_""""".........;-_._""_,...~""".~.'""'" ' ,~.,,,:~"j, "''''"''~3"1 If ~'~Z-l"''''~iVi~'- ........."..,..,....,.....,...,__..........,W.....,............"'M(III.nlI"'...,..'...""IM."., """""1"",.'" 0 s........-..-._____~_.__ ,lIlt...- -- - . ._ __:_' -'~. ~NW...oonE&KOII'rtRi>ON~COIrM"\IiT~DCMl"'OfO<<AnlO! <rl ._u._ . I"""'''' '"""'n.....'"'' J'/~flJ'I;II'/irv'T t. A,c~ ...=.'~::':':.=~~~~~:~~,~~..~I~,.~..:~:':'..~~:~~~~~~~I,~ ,0.. :3 q I t. 'Tf2 I IV 1l (. r:: I.,) . --:--~4Z;..;':(~-- tiLJtlcLJ - :'";';f>;:g, cAt" ,;.c"70 Ii _. - K\ o [] .- l'.toclwl\.l~lijIllC"~ ...0 ..0 - and authority. without the order of any court and upon such terms and under such condItions lIS my gxecutor shall deem best for the proper settlement of my estate; to harHsIn, 8ell at publl c or private sale, convey, transfer, de,ed, mortgage, leaRe, exchange, pledge, manage and deal with any and all property belonging to my estute, to compromise, settle, adjuAt, release end discharge any and nIl obUgations or claims in favor of or against my estate; And to horrow money for the payment of inheritance and estate taxes or for any other purpose. Without ill any way limItIng the Acope of the powers enumerated herein of my Execu- tor, 1. hereby spedii.cally give to him full power to retain any and all securHies or property owned by me at the time of my decease whenever, in his absolute and uncontrolled discretIon, such a courA0 shall seem to him to he hest, without liability for depredation or loss, and free from investm.:,nt 'restrictions incident to executorship, whether imposed by common law or statute. In the execution of his duties and powers as Executor he shall have the power to comply with all legal require- menta as to the execution and delivery of deeds and all other writings, documents or formalities without the order of any court; and he shall furnish a statement of receipts and disbursements at least annually to each person then entitled to receive income or property from my estate. IN WITNESS WHEREOF, I have this Id day of ,.t:)t/1u.sf " 1984 set my hand and seal to thIs my Last Will and Testsment. ~1:t. (SEAL) The preceding instrument, consisting of this and two (2) other type- written pages was, on the date thereof, signed, published and declared by ERNEST JOHN DENZ, the Testator therein named, as and for his Last Will and Testament in the presence of us, who at his request, in his presence, and in the presence of each other, have hereunto subscrihed our names ss witnesses hereto. ~ ~ ~R- {If ,~;J(.' ~ " \\-01'/ Residing ~ .. ,:\' a \ " Residing~dc/2'.:5, fb. '''idi.J~ j? I ' ( /'~<.)~.{' r/ /)2/ r-i-l /~% tI ~d -(!; ,. 7' y. - ,..3- Il(V'!IOOI:)('IIO"llllj~ COMMON,^~SYlVANIA OEP,RIW.NI Of REVENUE OEP! II!l6OI RI R PA 11\ \ lAJCEf)(Nl'!l1WM' llAno FIA8T. Atil MIODlE (",'IAt.1 UN. bIric Ilb;t;., Mf...1t D Q. V\ 'to \::. y- n Q.. ~~ 1. 3~ ___._____, SOCIAISrCURllYN\J,4~ --oAT[Of{){ATH DfllEDfBlRHi 'IfAP~,,~,,&s~l~L~~11~,,~',J~f \.~ l~~L~~,~l-_J I L 'Le 'LV ~""'D"-,,,'t 1:IQ.a.II'\,^~"L LLq.z. I ,7~.';'.c 71 1181 I OI~ln.1 R.lum 0 2. Supp~menlal Relu", 0 3. Remolodel Rehim'...._.... ".I~11\ t! B 0 Hlmllod EII'19 0 .0, Fulu.. InlelOlI Compromise'........ "''''''.''1 0 5 Foderal E.III. To< Relum Roqu'lOd li ~ ~ 6 D.OOI1.nIDled Te.lol. _...,.\\11 0 7. OoOOl1enlM.lntalnod a Living Trusl_.....'..1 _ 8. Total Number.I Sole Deposit B.,", o 9 LiIIOaUon Proceod, Received 010. Spousal Poverty Crodll,...._.._ ",".11 ..1.1101 0 II, ElecUon '" lax under See 9113(A~h "'01 nus SECTION MUST BE COMPLETED. ALL CORRfSPONDENCE AND CONFIDE.NTtAL TAX INFORMATION SHOULD BE DIRECTED TO,-' t:OU\'> ~ ~ CLV'~Ll^ '-' --, C(>;T:'~~~nES(UJ\~v-",,\ "\, ;=,q. FI....."" ~--..I Z IY S\-<l.i\e )+- U g (.t,I,'lAi5 ~v.o/' ~ R /710\ I (;- I ') (, . J... REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT filE "l*IlER ',l. I 'f '( (, C ......11 ~ Ul fil u IU CI TIllS R .1UR" MUSIBE flllO I" DUPllCATEliiiiiltii' REGISTER OF WillS ''''PHON ....,.;-"";\. 0 _- J c:- ) -~) . ( J 1. R.al E,lIlo (Sdledu~ A) (I) 2 Stocks .nd Bond, (SOOodule U) (2) 3. C~..~ Hold Corponlllon,p.rtno"hlp Of Sole.Propl1elo"hlp (3) 4. Mortgages & Nolos Recelv.ble (SOOodule 0) (.) 5. Ca,h, Bank Ooposk' A M~cellaneou' Po"onal Property (5) Z (Sdlodu~ E) ~ 6 JolnUy ONned Property (Scl\e<lule F) (6) 7. In\e'.v.os Tl8nsl." & Mlsoolleneous Non.Prob.te Property (7) E (SOOedlll. G 0' L) 6. Tol.1 Grm A,set. (101.1 Line, 1.7) ~ 9. Fun"el E'pen.., 8 Admln~Ir.1Ive Costs (Scl\e<lule fl) (9) I 0 w 0: 10. Oob~ 01 000011001, Mortgage Lllbl1llles, & Lien, (Schedule I) (10) 11. Tot.1 D.dueUo"$ (tolll L1no, 9& 101 N'O NI:: ~ 0 I\IE: NDN~ Nt>NE 11 Ol-\ \:;: N f) ~\ - NO~t "LI\I~t{~';' C(" I .__J 0\;;.0 "l ~ ~~ ~i It N,I V.lu. Subj.cllO Tn (L1no 12 mlnu. Uno 13) 15, Amounl olllno H 1000ble I a 11511 I C 4 J otlho.pousallax lale . - v::! 1 . :;L I X See Instructions on mvellO side tor IDollcable oeroentaao" 16,Amounlollln.1411.able I =a aI6%..I, : ,06 17. Amounl of line 14 I...b~ ^ ~~- . ,g 16, Tex Due (I.) > 14SC{ No ~ F- .... gys-I.\ S" I ~-- Dc.. (II) (12) (13) 12. Ne' v.lue 01 Eslalo (line 8 minus Line 11) 13, Ch.rltabl. ond Govemmental BoquOllsl5eo 9113 TN'~ for which an .Iectlon 10 lax has nol beon ~ (15) (161 (17) (16) --- 0 't: I~. 0 CttECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS O~ REVERSE SIDE AND RECHECK MATH < < iJo<leIponlkloaolpa</lry,ldoc:l...V..llhlYl._"'"rMIm,IncIJdOg_P>g_....,'ta_b,W"'lhtbo.tolrrrrk1lowlodQt....,bIlol.ilo""",CIOl1ICC....,~Ie,Doc!wlllonoll'f8l>l'OlOii;" 1OO.b.~..IJ;IUIldon..lnlorn\ltmcl~lnoA'1WhMM'\VknotWtdoII......_ _.__ SIGN TURE OF PERSON RE~P9-N,IBlEF.oR FIlI~G RE~RN AOO,~ESS \. Q -r- 'I 1 II On ~ . DATE --:-- .... .f(IL~' c./ .r/"~"'? --- __ /L(' F\\y''-"J. Ll\d.e,{vr C~~lil/_1.dl7(q8 ATU OF PREPARF.R 9lTH~];H ENT,'TIVE ADDRESS ~ ~ ~ DATE, ....II];') . (l..(V\, 'Z..\~ ~J\-cdt.- .\:\(.l..tA4.A,\1l)UJ.,4 I "101 -4~ BD'C.~~t. C~te Address: J_ 2..0 All Q,-..J:a ~UJ1- ~_ ~/l.~.m Tax Payments and Credits: 1, Tax Due (Page 1 Una 10) 2, Credits/Payments A, Spousal PoVMy Credit l~fCt" ~ (1) ~- 0 --- 8, Pnor Payments C, Dlscounl Total Credlls ( A . 8. C ) (2) .......o~ 3 InteresllPenaJty If applicable D, Interest E,Penalty -0- TotallnteresllPenalty ( D . C ) (3) 4. If line 21s greater than line 1 . line 3, enter the difference, This Is Ihe OVERPAYMENT. Check box on Page 1 Line 19to requlI! e refund (4) 0, If line 1 . line 31s greater than line 2, enter the dlfterence. This Is the TAX DUE. (5) A. Enter the Interest on Ihe lax due, (M) S, Enter the lolal of Line 5 . 5A, This Is Ihe BALANCE DUE. (58) Maka Check !}'able 10: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 1, Did decedent make a transfer and: Yes a, retain the use or Income of the property transferred; ............,............,........, ,................,.... 0 b, reteln the right to designate who shall use the property transferred or its Income;....,..,......, 0 c, retain a reversionary Interest; or ......,..,....,..,........,..............,....,................,..,....,......,........0 d, receive the promise for life of either paymellts, benefits or care? """""'"'''''''''''''''''''''''''' 0 2, If death occurred on or before Decemper 12, 1982, did decedellt within two years preceding death transfer property without receiving adequate conslderetlon? If death occurred After December 12, 1962, did decedent transfer property within one year of death wllhout receiving adequate consideration? ,....."..,..",..,." ""....,. ,...",.....,..,..,..",..,.."",...".,..""...."..". 0 3. Old decedent own an 'In trust for' or payable upon death bank account or security at his or her death? """"""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''..,....,...0 4, Old decedent own an Individual retirement account, annully, or other non-probata property?.., 0 -c0~ No g m ~ ~ g) IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P,S, ~9116 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value of transfars to or forthe use of the surviving spouse from 6% to 3% for dates of death on or after July I, 1994 and before January 1, 1995. 72 I' ,S, ~9116 (e) (1,1) (II) provided for the reduction of tha rate Imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dotes of death on or after January 1, 1995. The statute ~ not exemD! a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of essets and filing a tax return are stili applicable even If the surviving spouse Is the only beneficiary, FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Plaase answer tho following question by ploclng an 'x'ln the appropriate apace, Old tha dacodont croate a tNat or aim liar arran90rnent which II sololy for the lurvlvlng IpOUIO I beneflllor hie or her entlro lifetime? Yel 0 No N If you enswared yes to Iho abova question, tha tax on the trusl or similar arrangement is postponed unllllhe death of lho second spousa, at whloh time It will be fully taxable at tha rate(s) eppllcable to tho remainder beneflclary(les), Enter the valuo of the :rust on Schedule J, Pert II, In order 10 ramove It from the caloulatlcn of tha tax due In this astate, You may wish to file Schadule 0 In order to mIke the alectlon available under Section 9113, If tha election Is made, the trusl or Ilmllar arrangemantls taxed In the estate of tha first decodent spouso, tha portion of the trust or similar arrangamant which beneflte tha surviving spouse II taxad at tha zoro tax rate, .nd the remalndar Is taxad at the rata(s) appllcabla to tha ramalndar baneflclary(lae), If you choole 10 make the eleo\lon, you mUlt .1t80h Sohodule 0 to a timely-flied tax return, Ilong with Schadule(s) K and/or M In order to Ihow the apportlonmant of the trult or Ilmlllr errangement between the eurvlvlng spouee and the remalndar baneflclary(les), Commonwe.lth oi renn.yl"ani. County of Cumbo r land }..: On tbi" the 6th day of August the COltllllOI\\\ l'illth or PCIIIl'iyl\'l\lli.I, I'c'iidinj( in the , 1'84, hefore Ille, a Nolitry Puhlic lor County of Cumberland !be Ul1de"iCned 0tIicet', p~"on.lly appeared ERNEST J. DENZ I I i ~ I II , ,: " , known to me (..liol..torily pro"en) to b. the person who.. ".me i. *-1 .ub,onbed to the within :: in,trument, .nd ..knowledced th.t he executed the lime for the pUljlole' therei~"~~~,~~~~~~:,,, I ~!~..I IOW[~ SW~IMA IIIP. DAVPHiN COUNlY IIY COMIIISSION Uptm APRil 21, 1m lI,mb", ',nll1yIY,nl' Allodatlon ot Notar," jQ ~ . ...l ~ . ~~ fit) Ji g ;::j :s ~ c.. II> 0 ~ ,~ 6 fol. ~::; N "" ~ to: . . b ij~ ~ J'- ~ ., 0 ~~< .., <oil< I I ~ . "" . " ~m u ~~;::j ""- Ji\) " II> ltl '" 0 -. ~~ t Ii: ~ ::It.> V) .,../,~ '0\ I'; ,II ,) "" on ... . ,-~." "l -, ! . "',', . i .: :'~ ~, ,,/."..' ~ " .'~ , , I I' , . , ( ; f " '. .~ ",,"'fSl~,l~'~rennSYIVanla } 55 I '''. 'ClJun\y,of Cumba.land ,'~D'~~ded In lhe office for the r800rdlng of DetdI . " 8t9,,,ln awd for Cu.mparland County. P.. Slfb IrIJJflJci. Booll J.L- V~_ Page__ wltn... my ~d and IGa' lce. It -{,I i Carll.'e, pa thIM...::t- d of '~',~ ' '. :'- , .0. "''1' ..... ~ .c. ~ 'I' ,;, '. j ] ~ ~ ~ ~ .Il '5n':E".!-~'--"- "'-_'!"_-~~~~-;.'_E-:;"'B~h:'::'.., '..'-::"i":'.C':".. ~~c:;r_'::!.l.5:t""?-~-::::"-'-" ,-0'';;:;';: :':" '::::.~:i: .-:.'E=='::-.2r-~." ::I=-=-~--uE.-:=:', _ r.. 1,_,1. D9td No. 'II.' l'fink,1 IlIr .\llll Sultl II)" IlIhll C. Cl",k Co_. ."2t1 Willnul 51., I'hilll. tEbts Jnbentufe "ailt U,r 6th d"y 01 Auguot. in the yea,' 01 our Lord one Ihouund nine hund"ed and eighty-four (1984) iletween ERNEST J. DEN?, of Cumberland County, Pennsylvania (hereinllter ellled Ihe Orlnlor ), 01 the one Plrt. and ERNEST J. DENZ and JEANNE L. DENZ, his wife, of Cumberland County, Pennsylvania, llIitnellsetil,1'I.al the said Grantor (hereinafter called the Granlees ), 01 th. other part, ERNEST J. DENZ, lor and in con.ideration 01 the Iwn 01 -----ONE ($1.00) DOLLAR and other good and valuable consideration, lawiw money ollhe Uniled State. 01 AmericI, unlo hi.m well and tt'wy paid by tho maid Grantees, at or belore the sealirog and delivery hereol. the receipt ",hereol i. hereby acknowledged, has granted, bargained and .old, released and confirmed, and by thc.e presents does grant, bargain and ..U, releas.. and confirm unto the ..id Grantee s , their beiro and auignl, ALL THAT CERTAIN PARCEL known as Lot No. 40, Section "D" Allendale, Lower Allen Town- ship, Cumberland County, Pennsylvania, according to a Plan of Allendale for MId State Development, Inc., by William B. Wh1.ttock, R.P.E. dated April 12, 1976, recorded in Plan Book 29, Page 105, bounded and described with said plan as follows: BEGINNING at a point on the western right-of-way line of Allendale Way, a 60 foot rIght-of-way, at the southeast corner of Lot #39, said point being located and ref- erenced a distance of 718.38 feet southeasterly from the southern right-or-way of Fieldstone Road, a 50 foot right-of-way; thence in a southeasterly direction on the arc of a curve curving to the left having a radius of 610.87 feet, an arc length of 15.00 feet to a point of tangency; thence by the Bame south 39 degrees 02 minut.es 52 seconds east, a distance of 90.30 feet to a point at the northeast corner of Lot #41; thence by the same south 50 degrees 57 minutes 08 aeconds \Jest, a distance of 95.00 feet to a point at existing Section "jJ" Allendale; thence by the same north 39 degrees 02 minutes 52 seconds west, a distance of 107.61 feet to a point the southwest corner of Lot #39; thence by the same north 52 degrees 21 minutes 23 sec- onds east, a distance of 95.21 feet to a point the place of BEGINNING. This being Lot. //110 Section "D" Allendale contaIning 10,115.81. square feet and is subject to a 15 foot wide ut.ility eaeement nt the rear of the lot as shown on W. B. Whittock Plan, File "Allendale" PIIW, Drawing 1/1-76. IIEING the same premisp.G which Ernest J. Denz, a single man, and June K. Herman, a single woman, by Deed dated February 13, 1980 and recorded in the Office of the Re- corderof Deeds of Cumberland County, Pennsylvania, in Deed Book "V" Volume 28, Page 917, granted and conveyed unto Ernest J. Denz and June K. Denz, his wHe. The said June K. Denz, former wife of Ernest J. Denz, of Cumberland County is deceased, Ernest J. Denz and Jeanne L. Denz, grantees herein, were married on April 12, 1984 in Cumberland County. This is a tax exempt transfer from Husband to Huaband !lnd Wife. ~ 30_~~4G - - 'I atogl'tl1 rr with all and .ingular the imrl'ovcment!il, ways, streets, alloys, driveways, panages, wllters, water-oourse8, righu, liberties. privileges, hereditament. and appul'tenanee., what.oever unto the hereby granted premis.. belonging, or in any wise appertaining, nnd tho ..reversion. and remainders, rent., i..ue., and profits thereol; and nil the estate, right, titl", interest, property, elaim and demand whatsoever 01 'I I :1 I ERNEST J. DENZ, tbe .aid grantor ,a. well at law a. in equity, 01, In, and to the same, atn l1aur an~ to I1Ll1~ the said lot 01' piece 01 ground above described hereditaments and premi.es hereby granted, or mentioned and in tended .0 to bc, with the appurtenances, unto the .aid Grantoe 9 , thei r heirs and a..igns, to and lor tbe only proper use and behool 01 the said .. Grantee 8, their heirs and assigns lore vel'. ";;l -- = = .., '-.' l>,' .r~ ' = ::on _. - - "I Q ~-q. ;:': ~', f"" I ,',-, N ~ - ~.. An~ the said Grantor , ERNEST J. DENZ. hi8 heirs, executors and administrators do es covenant, promise and agree, to and with the sold Grantees, their heirs and assigns, by these presents, that he the said Grantor and his heirs, all amfsingular the hereditaments and premises hereby granted or mentioned and intended so to be, with the appurtenances, unto the .aid Grantee s, their heirs and assigns, against him , the said Grantor and h:1s heirs, and against all and every person ond persons whomsover low. lully claiming or to claim the same 01' any part thereol, hy, rrom or under or any 01 them, sholl ond will ,-::. WARRANT and lo,'ever DEFEND. In IIUn.., lIt,ffFOf, the pal.ty of the first part has his hond ond .eal . Doted the day and YCIII' first above written. hereunto set lelllll!b llnb i!h!llllll!ub IN THB PIIBl1BNCIl OP US I ~~~~"""""""""""~ ......................................................................................................................~~ .......................................,..,.....,..............:...................................................."~ t \ BOOK V 30 PAGE 547 LAST HILL AND TESTAMENT OF ERNEST JOHN DENZ I, ERNEST ,JOHN DENZ. a domIc11'iary of the County of Cumberland, Commonwealth of Pennsylyania, being of sound and disposing mind and memory, do hereby make, publiah and declare thIs instrument to be my Last Will and Testament. 1 hereby revoke sny and all willa and codi~ cils by me heretofore msde. I ~ENTIFICATIONS AND DEFINITIONS I am married to JEANNE L. DENZ. hereinafter referred to as "my Spouse". 1 have three chi ldren of a prior marriage I namely, STEPHEN MICHAEL DENZ, SHEILA TULLY (DENZ) HARRINGTON, and THOMAS ANDREW DENZ, hereafter referred to as "my Children", My Spouse has two child ran of a prior marriege; namely, PATRICK J. O'DONNELL, and MICHAEL P. O'DONNELL. The follOWing definitions obtain in any use of the terms in this WillI 1. "Survive m~" is to be construed to mean th<lt the person referred to must sU~/ive me by thirty days. If the per- son referred to dies within thirty days of my death, the reference tonim shall be construed as if he had failed to survive me. 2. Aa used in this Will, the words "Executor", "he", "him", "his", and the like shall be taken as generic and ap- plicable to a natural person of either sex or a corp or- . ate person or other legU entity. II PAYMENT OF DEBTS AND TAXES 1 direct my Executor to pay the following as soon after my death as msy be practicable: 1. All of my just debts and the expenses of my last illnes8, funeral and of the admini8tration of my estate; but my Executor need not accelerate and pay those unmatured ob- Ugations which, in his opinion, it might be prope',' and and more advantageou8 to retain or I'Bnew and pay 88 they become due and payable. 2. All inheritance, tranofer, estate and oimHar taxea (in- cluding interest and penalties) asse8sed or payable by , ", ~. " ~ .... .;1.' reason of my death, on any property or interest in my estate for the purpose of computing taxes. My Executor shall not require any beneficiary under this Will to reimburse my estate for taxes paid on property passing under the terms of this Will. ~,"~' , III RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II, including real and personal property, whenever acquired by me, property as to which ef- fective disposition is not otherwise made in this Will, and property as to which I hsve an option to purchase or a reversionary interest, but excluding property as to which I have no interest other than a power of appointment. B. I give my Residuary Estate to my Spouse if she survives me. C. If my Spouse does not survive me, I direct my Executor to divide my Residuary Estate into equal shares snd to distribute those shares: 1. One share to each of my children and my Spouse's child- ren, per stirpes. IV APPOINTMENT AND POWERS OF EXECUTOR I nominate and appoint my Spouse, JEANNE L. DENZ, as Executor of this my Last Will and Testament. If JE~NE L. DENZ is unable or un- willing to serve in this capacity, I appoint my son, STEPHEN MICHAEL DENZ, to serve instead. I request that my Executor be permitted to serve without bond or surety thereon. I authorize my Executor to do any and all things which in his opinion are necessalY to complete the administration and settlement of my estate, including full right, power /, - ( ,j ! ',-. ), COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IUREAU OF INDIVIDUAL TAKES INHEAI tANCl- U,)( IIIVISIOH M,PT, t"0&01 HARfHSIIURO, PA 1711'&-0601 NOTICE or INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALl.OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 01-26-1999 DENZ 12-19-1996 21 97-0066 CUMBERLAND 101 t"-_n-Ao.ounr~Ro;iH;;f-~:J----- ~._==o=""_,=,=~..-:.:."""~" __'_+~"'W'___ +"_'+~'_"__'____+_~ MAKE CHECK PAYABLE AND REMIT PAYMENT TOl REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONO THIS LINE ... RETAIN LOWER PORTION FOR YOllR REtORDS ..... Ni'v:is4'7-iic--AFP"fil9=9;riioYicnWINHiififAN-CE-'r"AX-APjiRAiSEHENr-;-iii.i-oWANCE-cili------------ ----- D1SALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ERNEST J FILE NO. 21 97-0066 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ,'CN lOUIS R MARTlN lOUIS R MARTIN ~&Q 214 STATE ST (~l- HBG PA 17101 !8TATE OF DENZ TAX RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAl. RETURN 1. R..I Est.t. (Schedule A) 2. StOOk5 end Bonds (Schedule B) 5. Clow.ly Held stock/PRrtnerlhip Interelt CSch.dulR C} 4. HortoBtlu/Notes RRoeivebl. (Sohedule 0) 5. C..h/8*Ok Deposits/Hilo. Personll Property (Soh_dule E) 6. Jointly OWtllid Pr'op.rty (Schedule f) 7. T1'lIlufer. (S(lh.dule OJ a. lot.l A...t. I CHANQED ( . '* IEY-IUl U A" CI.-Hl ERNEST .J DATE 01-26-1999 (11___ 121 I~I (4) i&)_ 16) (7) . 00 NOTE I To in.ur. proper . 00 oradi t tl> )olour aooount, . 00 .ubtolt the upp.r portlor .00 of th~. forti with )olour . 00 to. p.._,t. .00 .00 (8)_ APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expan.es/Ad.. Costs/Hi.o. Expenses (Sohedule HJ 10. Debi:s/Hortgega l.1.bilHies/Uenc (Sohedule I) 11. Totol IloduoUon. 12. Net Value of rex Return 13. Ch.ritabl~/Governaent.l Bequest., Non~el.oted 9113 Trult. (Schedul. J) 14. Net V.loa of Est.t. Subject to Tex (9) 1I8) 7,560.83 .Ot 8.459 51 8,459.51- .00 8,459.51- If en ...ellllllent was issued previously, lines 14. 15 end/or 16. 17 end 18 Ifill rrflect figures that include the total of Abb return. a..e..ed to date. ASSESSMENT OF TAX: 1&. A.ount of line 14 .t Spou..l r.t. (16)_ 16, A.ount of line 14 t.x.b1. et lin8.1/Cl.~. A r.t~ (16) 17. AMOunt of Line 14 t.xable .t Coll.t.r'el/Cle.. B rete (17) 18. Prinoipel Tax Dua NOTE I TAX CREDITS I PAYMENT DATE RECEIPT NUHBER DISCOUIIT It I INTEREST/PEN PAID i-) 898.68. III) (12) II~) (14) .00 .00 .00 X .00. X .06. X.15.- (18) .00 .00 .00 .00 . ~~~:~E!~~_ ~::D.~~E .=-_ -. .- '~:':: j t=~E~:~}L~~~~~~-'- ~-=~_=-_=~==~~: ~j i IF TDTAL DUE IS LF.SS TNAN fl. NO PAYMENT IS REquIRED. IF TDTAL DUE I~ REFLECTED AS A "CREDIT" iCRI, YDU MAY IE DUE A RHUND. SEE REVERSE SIDE OF TIllS FORM FOR INSTRUCTIOHS. I . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. AHOUHT PAID RE~ATIDNI Estat.. of Decedent. dying on or,blfor. Dea.-blr \2, 1912 -~ If thy futurl Int.r'lt In the ..t.t. I. trlRlf'tttd In po.....lon or enJo~t ta CII" . (oollateral) bIn.flcS.rl.. Of the d,oldwnt .ft,r the .~plr.tlon of any..tat. for 11f, or for ya.r., the t~lth hereby expr...ly r,..rY.~ the tight to apprai.. and ...... tran.f.r Inh.tltlnO. '.~e. It the llwful CI.., I (ooll.tlr.l) rete on any puoh futur. lnt.r.,t. PURf'()S[ OF HOTICEl To fulfill t~ r.qulr...nt. of a.otlon 2140 of the Inherlt_lO' and e.t.t. TI~ Act. Aot 21 of 1995, (12 P.S, Slotlon 9141)), PAYHENTl Dltach the top por'tlon of thh HoHat! IIInd .ubtllt llllth ",our pa~..nt to th8 R.gl.ter of WIUs printed on thl r.ver.. .Ide. --Mak. check or ..onlY ord.r plly.blG to! REGIStER OF MILLS, AGENT REFUND ICR)1 A r.fund of . taK vrldlt, which w.. not r.que.t.d on the 'ax R.turn, ..~ he r.qu..ied by ootPl.tlng an "ApplIcation for R.fund of Ptnn,ylvanla Inherltano, end E.tat, T.x" (Af.Y~1513). Arpllo.tlon. Ir. IIIal1ablA at the Offlo' of tt,. R.,ht.r of NUll, IKW of the 23 R.vlnolll Distrlot OHio.., or by oalli", the .pIOIIIII Z4-hoUr an.werlng IIrvlce nuaber. for for.. orderlngl In P.nnsylvanl. 1-800-362-2050, out. Ide Penn.~IIIlnl. IIInd Nlthln local Harrl.burg ar.a (1111 787-8094, TOOl (117) 772~225~ (Hearing I~air.d On1)1). oa.ECTIONSI Any plrty In Int.r..t r~t .atl.fi~ with the appral....nt, allowanoe or dl.ollaw.nce of d.duotlont, or ~ss",..nt of taM {including dhoount or Inter..t1 II lhown on this NoUo, lIU.t ob.i.ot within sixty (60) day. of reo.lpt of thll HoUge bIll -.'wrltt.n protest to thtl PA tIIIPlu't..nt cf R.II.nlHt, BOClrd of App.ah, D.pt, 2'11021, Harrisburg, PA 1712:8-1021, OR --.llotlon to hay' the .att.r dlt.rMlne~ at ftUdlt of th. aovount of the p.r.onal rtpr...ntatlv., OR ,.-eppewl to thtl Orphlnl' Court. ADHIN lSTRATIVE CQRRECTlONS I FlCltual errort d1toovered on this on.....n1 should be addr....d In writing tot PA Deparh.nt of Ravenue, luraau of Indlvidull TaHal, ATTHI Po,t ^...s..ont R.vlew Untt, D.pt. Z80601, Harrl.tKlrg, PA 17128-0~01 Phon' (717) 781-650S. S.. page 5 of the b~ok}.t "lnstruotlon. for Inheritance TaM Return for A R,lldlnt Deotd.nt" (REY-15l)1l for an .lCp}enatlon of IKhIlnlttraUllalY correotable .rror~. DISCOll4TI If anY hx due It paid within three (3) oallndar .ooth. aft.r the dacadent'l death, a fill. p.rc.nt (SiO dlsoount of thtl taK Flaid II allowed. PENAL TV I The lSY. tax aana.ty non-participation penalty II cQIPut.d on tha tutalof the tft~ and Int.r..t .......d, end not paid beforl Janu.r~ 18, 1996, the flr.t day aft.r the .nd of the talC aanetty pel'lod, lhls nan-partlolpatlon penalty I' app.alNble In the .... .~r and In th. the .... ti.1 p.rlod .. you would appeal the taK end int.r..t that hat bien .......d al Indloht.d on thl. not Ie.. tNTERl::GTI Intar,..t h oharged bllIlnnintll with fir.t day of d.linqu.noy, or nine (9) IIOnth. and one (1) day frOl thtl data of dlath, to the date of ply..nt. TaxII whloh b"clMle dtllnqulllllt before January I, 19e,2 bear Intar4llt at the rlta of ,1M (6Y.) paroent p.r annUl oalculated at 8 dally rate of .000164. AI! taK" whloh b.c", d.llnquent on and after JanUlry 1, 1962 will b.ar Int.r..t at . rat. which will Vlry frOB o~18ndar y.ar to calendar year Nlth that r.t. ennouncod by the PA Dapart..nt of R.vonua, the applicable Inter.lt rat.. for 1~62 through 1999 arel \:!!r Inter..t Rat. n.IIY Int.rl.t faotor Y.!!.r 1nt'r.lt Rab Oal}l! tnterut Faotor 1912 20Y. .000548 1988-1991 llY. .00nGl 1983 16Y. ,0004~ 1992 9X .000247 1984 11Y. .000301 1993-1994 n ,000192 1985 13Y. ,0005S6 1995.1998 9X .000241 1986 10Y. .000214 199fJ 7% .000192 1987 'X .000241 ~~Int.rl.t i. oalcul.ted I' followll INTERF~T . aALANeE OF TAX UNPAID X NUNaER OF DA~S DELINqUENT X DAIL~ INTEREST FACTOR "~Any Hotlc. lllued aftlt the taM btc~. delinquent will refloct an lntar..t oal(;ulelUon to fift..n (IS) day. bilyond the date of th8 ......M.nt. If paVtlent I,; .ftrlfl aft.r the Jntor-elit ooeputaUon d.to .ho..n on the NoUc., .dditional- lnt.rlllt IlUst b. caloul,ted, \ ~_T..~.'1:VI?J~.~Eq~_'I'.J!N.!)I::!LBQ!-1i_~,.g Name of Decedentl_._ t:t..r.<'CJ1.~l_~I~e,V\'c Date of Death:--1..1jl~ijj.r~'J..___._ Will No. J..~'l- - 000" 6...~__._____ Adm in. No. ~,'bO hk Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the admlnistratiol1 of the above-captJ.oned estate: 1. ~~:te~~et~~~.ad:iniBtrlltiOn of file estate is complete: 2. If the answer J.s No, state when the personal representative reasonably believes that the administration will be complete: __._____..____.____ 3. If the answer to No. j is Yes, state the followingl a. Did the personal re~sentative file a final account with the Court? Yes_._.___ No~_ .... b. The sepal-ate Oq)hans' (""ll:t No, (if any) for the personal representative's account is: c. Did the pel'sonal l'eprespntative sta.,.{ an account informally to the parties j n interest.? Yes ''1'' No d. Copies of receipt.s, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court. al1~ may be attached to this reRort. Date:-it,Ln_ . --?(O~ (2 MaL SignaWre LOLLI~ 1<-- fV\ a(,,+~ V\ ..::J;:;-rv. ;r( /999. Name (PI~r Ipe oE print)!' !J ..m.__k"S:~L\-€' )t- l-/awdblvl; I~/l'ol Address ~ -4 ililJ l..J() ~71 f:;.- Te l. No. (MAHlrmf/AMJ) Capacity: __Personal Representative .-X_counsel for personal representative