HomeMy WebLinkAbout97-00084
PETITION )<'OR PRORATE IInd GItANT ()I<' LETTERS
~l- 9 7 - _~ 4
Hslale of ___-Elizabeth Schlosser
also known a,\' __
Nu.
To:
_.________.____,_u_ _ Regislel of Wills fill' the
---------'..-.------195-- -. n"l'l't1,\(,{/, Counly of_C~~:J._an9.___,__. In the
Social Sel'urlty No, _, ,,-:07-6864, _ Commonweallh of Pennsylvania
The petition of the undersigned respectfully represcnts Ihnt:
Your petitloner(JI, who Is/l<<tII: IR yenrs of nge or older nn Ihe execulor __,____"_____~____, mimed
in the last will of the above decedent, datN!, November- 23 __.. _ ____,____________,_~_____, 19-59---._
and codicll(s) daled _NoAe-________..___u__._,._____..
(stale relevunt I'ir~'llmsH\rll'('s, I:,g. rC1lI11Il'i.lliOIl, (klllh or C~cI.:Ulor, etc.)
D' d' 'd' 'I,d d h' Cumberland C p. I ' 'I
ec~ ent was ollllCI c at clll In ..,_._____,______.,,______. ..,_" ,ounty, <nnsy vama, Wit I
h, er _ last family or principal residence at _6Q.6...HQg'eatown..Road/._SilJ.rBr-Sprino~
sh I p, CIlnt>Ar1 Ann ("rlllnt>'~.J>.ennaylllaOia__".,,_____,_
(list Streel, numher UIlU lIIunclpllBty)
Decellllent, then _8L.....____ years of age, died J:lecember_ll ,.__, 19..9fL__,
al J5.Q6..licgestown...Road......MechaniCBburg~"J>A-11'OS5_ -
Except as follows, decedent did nol marry, was not divorced and did not have a child born or adopled
ufter execution of the will offered for probale: wns notth(. l'iClilll of a killing and was never adjudicated
Incompetent: ,None _ .._,,____________________.._____..
Decelldent at death owned property with eslimalcd values as follows:
(If domiciled In Pa,) All personal property $_ Ilnn"i'..nni nM
(If not domiciled in Pa,) Personal property in Ponnsylvnnia $________
(If not domiciled in Pa,) Personal property in County $
Value of real estate in Pennsylvania $ Undetermined
situated as follows: _606 !iQca.esj;own Road, _Silver~i(l..9...l'Q\;'nship'__J;;"l.!!lIberland
County, Pennsylvania
WHEREFORE, petitioner\l!) respectfully request(s) the probate of the last will 1I1111XWttl441(ll)
presented herewith and the grant of lellors...Teal:amAntA"Y
(lr:slamcntorYi adlllinbtrntioll c,l..t.; administration d,b.n.c.t,a.)
theron,
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Fred:~~schfosser, Jr.
606 Hoqest9~~..___
MechAnicsbll"9' PA 17055..__
-'
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01>' PENNSYLV ANIA -} ss
COUNTY OF ~lMRERLi\ND ._______...__,,_
The petitioner~) above-named swcar(ll) 01' affinn(s) Ihut Ihe statemenlS in the foregoing petition are
true and eOl'l'eel 10 the best of the knuwledge and helicf of petitioner~) and that as personal represen.
tatlve(1I9 of the above decedent petiliollerfl') will welJ and trllly administer the estate according 10 law,
Sworn to or affirmed and subscribed __ _" F: , -1'"/' ..J j} /J ",;' ..,-"N ./.{..
.;I:,'''''' ~ t'--~~~ CZ"/'
before me this _".__.,,_~__.__ ",,_______ <iuyof --l'.rederick..schlollsllr, ..JI:'------- "
~ "a (- - _un' - '/i;1~l, ~ ,'''- ---- ----~----------- ~
_~-#=t_ __ ~,L'\/._-~K ~-_m_m -- ----------- "
M~ C. Lewis Rl'#,ister I T _______________,_+_______~_.__~ ~
I$"- 1,'f'7'.5-
No.2] -97 -84
Estate of EliztWb.~alm_.
, Deceased
DECREE 010' PROBATE AND GRANT 010' LETTERS
AND NOW .....18nllArv 21,._.,.,_______._ 19~__, in consideration of the petition 00
the reverse side hereof, satisfactory proof having been prmnted before me,
[T [S DECREED that lhe instrllmeal(s) dateL.-11211errber 23. 1959
described therein be admitted to probate and flied of record as the lasl will of
Elizabeth Schlosser
and Letters _~stament.m;y,
are hereby granted to Frederick Schlosser. Jr....
...---
.'
.
FEES
Probate, Letters, Ete, """'" $--2l2...QQ..
Short Certlfleates('i) """"" $ 1'i.00
Renunciation """,,,,,,,." $
x-Pagee (1) $ 3.00
,1CP TOTAL _ $ '1.00
Filed,. ,\'Ml;l~~y' ,?9",l,~n"", ;'2.~~IP.Q
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~R'llslor of Wills MB~C. LeWi,B
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William L. Sunday ~54
ATTORNEY (Sup, Ct, J.D, No,)
39 West Main Street
Mechanicsburq, PA 17055-6230
ADDRESS
(717) 766-9622
PHONE
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Mailed Letters and Order to Attorney on 1-30-97
./
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,
)1-g7-B4
11lE LAST WILL AND TESTAMENT-2LELlZABETH OCHLOSSER
I, Elizabeth Schlosser of Mechanicsburg, in the
County of Cumberland and State of Pennsylvania, being of
sound mind, memory and understanding, do make and publish
this my last Will and Testament, hereby revoking and making
void all former will s by me at any time heretofore made.
And first, I direct that my funeral be conducted in
manner corresponding with my estate and situation in life, and
that all my just debts and funeral expenses be fully paid and
sati sHed as soon as convenient! y may be after my decease.
As to such estate as It hath pleased God to. intrust
me with, I dispose of the same as follows, v1z:
Item 1. I gi,ve, devise and bequeath to my beloved
parents, Friedrich Schlosser and Elizabeth Schl.osser and to my
beloved brother. Prederick SChlosser, Jr., to be shared equally,
the whole of my estate, real, personal and mixed, whatsoever
and wheresoever found at the time of my death, to have, hold,
use and enjoy the same, together with the rents, issues and profits
thereof, for and duri.ng the term and period of their natural 1 !fe.
I hereby nominate, constitute and appoint my beloved
brother, Frederick Schlosser, Jr., Executor of this my last Will
and Testament.
IN WITNESS WHEREOF, I, Elizabeth Schlosser the Testator,
have to this, my will, written on one sheet of paper, set my hand
and seal, this 23rd day of November A. D., One Thousand Nine
Hundred and Fifty-Nine. (1959).
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THE LAST WIl.l. AND TESTAMENT OF ELIZA!lliTH OCIfLOSSEH
I, E~izabeth Schlosser of Mechanicsburg, in the
County of Cumberland and State of Pennsylvania, being of
. aound mind, memory and undnI'standing, do make and publhh
this my laat Will and Testament, hereby revoking and making
void all former wills by me at any time her~tofore made.
And first, I direct that my funeral be conducted In
manner corresponding with my estate and situation in life, and
that all my just debts and funeral expenses be fully paid and
satisfied as soon as convenientl y may be after my decease.
As to such est.ate as It hath pleased God to intrust
me wi,th I I dispose of t.he same as foll ows, viz:
Item 1. I give, devise and bequeath to my beloved
parents, Friedrich Schlosser and Elizabeth Schlosser and to my
beloved brother, Frederick Schlosser, Jr., to be shared equally,
the whole of my estate, real, personal and mixed, whatsoever
and wheresoever found at the time of my death, to have, hold,
use and enjoy the same, together with the rents, issues and profits
thereof, for and during the term and period of their natural I He.
I hereby nominate, constitute and appoint my 'beloved
brother, Frederick Schlosser, Jr., Executor of this my last Will
and Testament.
IN WITNESS WHEREOF, I, Elizabeth Schlosser the Testator,
have to this, my will, written on one sheet of paper, set my hand
and seal, this 23rd day of November A. D., One Thousand Nine
Hundred and Fi fty,'Nine. (1959).
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
t~~~
fOR OATIS Of OIAIH AnER 12/31/91 tHltK HIU
If A S~OU5AL
POV~NTY tRIPIT .5 UAIMIO I I
fill NUMalR
I 21-97-114
COUfjl'f COOl YEAR NUM6ER
'6[gf~ml!J~~~['6~1~~R1ab~-d--.-.-.--------------~~---
Mechanlcsburg, PA 17055
silver Spring Township
("""r/,;~~~(~~~~a, 'N""U(I~.~S~____~~::=~~-~-
[J 3. Remainder Return
Ifor dol.. 01 deolh prior 10 12.1 ~,82)
r-l 5. fedfHal fltat, Tall. Return Required
_0- I), Tolol Nvmber of Safe Depollt 60Ke~
COMMoNweAlTH 01 f'HINSYlVANIA
O[P^ll.tMENl Of 'u.....et~Ul
DEPT_ 180M)1
IIMtRISftlJRO, PA 111'8.0601
-------- -- 'mfb!;JF~~NOAME-ll~~f, -~I~S' ,. i..~~tIM;DDl nNlflj;TI---~'-'--'-
Schlosser, Elizabeth
i welAl nCURiW--NUMBfK--------------------------jrJ,f,H elf {)fA1H jlIAT! Of IllllHl
~.....J~.?":()7....6.tlt?4... .....nlW;l/96[ .. 'l/ll/l5
._-=-_ "' :"'~"~~OV'''N''''O'',,' N'M' '"'' "... "'" .""'11 ''''''',' . 5()(lM ,"U"" ""M'"
pel 1. Original Return I J 2. SupplolTl(lntol Relvfn
[] 4. limited ellallt f"J 4n, ~u'urflln'erfl'l Compromisfl
(for dates of death l'Ifter 12.12.82)
IX] 6. Oncodont Died Tellole LJ 7. Dscet:enl Maintained a livIng TruI'
IAlloch copy 01 Willi IAlloch copy of T'''II
~-----. At:IiClO.iisPONDlt~CI AND CONPlDIHriAL TAIClNPOItMATION SHOUl.D lie DIRIC'lI!) TOI
NAM[ '" .- WMI'lEl1"MAILiNG ADDRE~S-""'"
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5,
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7,
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16,
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~ 18,
19,
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~ 20
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Yli!.J:.i!!!f1_Io.,....EJUn9i;lY
fflEPHONe NUM!\EIl:
. z)J~L'-I82::;t922=~~'c
Reol eslot' (Schedule Al
Slock. ond Bond. (Schedule 81
ClolOly Held SlocklPorlnerlhlp Inlet..1 ISchedule CI
Mortgagos and Notes Receivable (Schedule Dl
Cash, BClf\k Deposit! & Miscellaneous Personal Properly
ISchedule EI
Jolnlly Owned Properly (Schedule FI
Tronlf." (Schedul. 0) (Schedule l)
Total Groll Auell (Iota I Unos 1.7)
Funerol Expenses, Admlnlslratlve COlli, Miscellaneous
ExplOl" ISchedule H)
Oeb... Morlgoge Llablllti... lie" ISchedule I)
Total Deductions (total Lines 9 & 10)
Net Value of Ellate (line a mlnulline III
Charitable and Govornmental Beguelll (Schedule J)
Nil Value Subl"lla Tax 11Ino 12_ mlnUl Line 1 ~I
Spousal Tranller$ lfor datfls of death af!Clr 6.30.941
Se., Irntructlofu for Applicable Percentage on Reverie
Side, (Include valuel from Schedule K or Sehedulo M.l
Atnovnt of line 14 taKable 01 6% rate
(Indude valuel from Schedule K or Schedule M.)
Amount of Line 14 tOKablo at 15% loll
{Include value$ from Schedule K or SchedulE! M.l
Prlnclpal tax due (Add f(lK from line$ 15, 16 and 17.)
Credlh Spoulol Poverty Credit Prior Paymentl
____9.._._.-... + g1l7!,?,QQ_
"-,_..,"
39 Ilest Main Street
Mechanicllburg I PA'.,),~b55-6230
f I',
,
11 I ....$ 13Sl2SQ.OO.._____
121 "".,,"-..-.------~-
I ~ 1.-.
141 .
15 I _"._._~_9397. 92..__.._
\ 61
171.
181
191 _ 18719.92
1101_~~
(151--
o
-~)(._.
(16) 0 " ,06 .
1171- 15~213.00 ___" ,15 =
Db~ount Inlerost
L_JJ25,Q.Q." -___.._.-0....__._
If Une 19 il gr.,aler thon line 18, enler thu difference on Line 20. Thll illhe OVERPAYMENT.
IiID
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~
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178647.92
(11)
112)
11~1 ,..
(14)
18734.92
159913.00
o
159913.00
Chu{k "(!IO If Y9U CliO loquestll1 p ,olund of YPUf overpoynwnL ,
(181
o
o
23986.95
2.3986,,95
(191
(201
?? ~O(). OQ__,__._,___
121) ~-.l4B.6...95
(21 AI """,-L
(2181 _}486.95
21. If line 18 il greater than line 19, entar the differencf'l on lint! 21. Thll ilthe TAX DUE,
A. Enter Ihe inlerell M the balance due on line 21 A,
8. Ef"jter th.lolal (,'If Une 21 C1nd 21A on line 216, Thll is the BALANCE DUE,
~~~. C~~dl Pay~bl~ tOI Regllter 0' ~1lI" Agent _,. _ __
-o_4~rrt )11>' .(n:svRtt9...swp A~LQO'STION' ON R.VIR..!.I~A~I:I'ORklllCil(:.W:~.i:~ii'Jiifh,.
Under penchl.1 of perjur)', I declare Ihot I have examined thll return, Incl~ldjng oc(ompollyiny schedulel and llatemenh, C1nd 10 HIe belt of my knowledge and b,lI,f,
III, tru., corrl.:t and completl. I declare Ihol 0111'101 81tal41 hal belln reported Clllruf! market value. Declaralion of p,eparer other Ihan the perlonal repr8lenlative II
baled _on alll~orfT"lotl~~!~"~~0""e.!:!P..~.~!.':_~!.."~nL~~_l}wl.~~_~!.~__~~___________..._ _.__.________~________________~____....."._.._~_,__ _.._..,__.._~~.
SI~Rf Of Ptk~~NJl[~."ON~~alE f~"flll~rO R~HJnt-I.1_ ~:RfS~ 606 H~estown Road , DAH..
SION~r~';~;;;;'A;':;~~ 1>4#~~;~~~~~P'Es'-Me3..c9h~p~Ct.J"MQ\J~gISPtA. .l'lt055.... ..-------.- O-Aituly-!,f.:;.....J...<m
.,~~ fi~4;;..,1. ne~ aln.. rae _ /~
.LL; ~~_.eL.~_..,(.......f.c"~)/ .._.r-lE!c:l1anl~EltJ\l.rg,_PA_l}055-6230 July ......l;z~
REV.l~O,} [)(... P '}.8.'.1)
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COMMU'-1Wf:AITll Of Prt~NflVIVANI/l
INHERHMKl lAX R(1UflN
Rf5HH"11 f}f(llJH~f
SCHEDULE A
REAL EST ATE
UTAlF. Of fiLE NUMBER
Elizabeth Schlosser 21-97-84
(Prop.rtv lolntly-owned with Right of Sur\llvonhlp mUlt be dh,dolod on Sth.dul. FI All r.al..tQt. thould b. report.d at fair murk.t valu.
whlc:h 1.- d.flned 01 the price at which proptftv would b. ekthang"d betw.en Q willing buyer nnd a willlngl.U.r, n.Uh.r b.lng comp.lled
tll) buy 1,\" ..II, both hell/lng r.a.onClbl. ~nowl.do. of thfi r.levant fattl,
ITEM I VALUE AT DME
NUMBER DESCRIPTION Of DEATH
1.
The undivided one-half (1/2) interest in Ilnd to the
following described Real Estate.
ALL ltlAT cmtTAIN piece or parcel of land, situate in
the Township of Silver Spril~, in the County of Cumberland and
State of Pennsylvania, bounded and described as follows, to
wlt:
BEGINNING at a [)Oint in the centre of a public road
leading from ~1echanicsburg to Hogestown, at southwest corner
of other land of Mary H. Armstrong; thence along said land,
south sixty-three (63) degrees eleven (11) minutes east, one
thousand fOUL" hundred and six (1,406) feet to a post in line
of land of [,evi 13dcker; thence along said land, south three
(3) degrees and forty-five (45) minutes east four hundred and
thirty-five and seven tenths (435.7) feet to a point in the
centre line of a public road; thence along said pUblic road
I and land now or formerly of H. zimmerman and J. Bates, south
I eighty-four (84) degrees west, one thousand eight hundred and
ninety-six and seven tenths (1,896.7) feet to a point in the
centre line of the public road leading from Mechanicsburg to
Hogestown; thence along the center line of the said road,
north twenty-five (25) degrees and twenty-seven (27) minutes
I east, one thousand four h\mdred and three and seven tenths
(1,403.7) feet to the place of BEGINNING.
<XNl'AINING thit'ty-two and one hundred and
twenty-four one thousandths (32.124) acres, as described in
Deed Book "Ii", Vol. H, Page 183.
EXCI!:PTING AND RFSmVING from the above described
lands those two (2) tracts of land which Friederich Schlosser
and Elizabeth Schlosser, his wife, by their two (2) Deeds
dated July 20, 1955, and recorded in the Recorder.'s Office in
Deed Book "P", Vol. 16, Pages 66 and 68 respectively granted
and conveyed unto William C. Hippensteel, Jr.
BEING the undivided one-half (1/2) inter.est which
the Court of Comn-on Pleas .. Orphans' Court Division of
Cumberland County, Pennsylvania by decree awarding Real Estate
of the Estate of Elizabeth Schlosser dated May 22, 1989 and
recorded in the Recorder of Deeds Office in and for Cumberland
County, pennsylvania in Deed Book "Y", Vol. 33, Page 713,
awarded to Elizabeth Schlosser, the decedent.
Tax Parcel No. 38-07-0459-018
VALUED AT APPRAISAL
TOTAL (Also enler on linE} 1, Recopilulolionl
(If more space ;s needed, insert additional sfleeh ,,( some size.)
I $139,250.00
IS 139,250.00
1lf"1~11 Ht IfUI
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(OMMOf',iWf.AlTH or- j'[NNSYWANIA
INHERITANCE TAl( RETURN
RUtOtNT OECfDtNT
ESTATEO;; -~ '" ". ..."
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES. Plea,e Print or Tvp.
. .. I.." ,'''... "'" , ,~_~~...
,__~",_"'~."""_~_"n._,.C__",,,.,_.._,,_.,n_ PiLfNiTMIIER '
..1 ".. ~~=91::!lj
Elizabeth Schlosser
- - "---'-"'-.~"'~.'" ._~..~-....<. .--...-- ..-.. --.--- -"'~-'-'.'"
ITEM
NUMBER
____.~___...r_.._ _"~.""____'~__._.~'_'_____
A, Funeral Expen,e..
1, Myers Funeral Home - Funeral Expense
2.
3.
B.
1.
2,
DESCRIPTION
AMOUNT
Gingrich Memorials - Inscription
Gingrich Memorials - Monument
$ 7749.90
60.00
1135.00
, Admlnl,tratlve Ca,t..
Perlonal Representative Comml..lon. _
Social Security Number of Personal Representative: ____
'Vear Comml..lan. paid ___"
Attorney.Fees
8146.00
3, Family Exemption
Claimant __ ,_ Relationship
Addre.. of Claimant at decedent's death
Street Address "
4,
C.
1.
2,
3,
4,
5,
)6,
:1.6.
;t, 7.
City
State ____ Zip Code____
Probate Fees
255.00
MI,.ellaneaus Expense..
Register of wills - (1) Short Certificate
3.00
59.50
1000.00
30.00
The Sentinel - Executor's Notice
L.G. Connor Real Estate Appraisers - Appraisal
Chuck Bricker Auctioneer - Appraisal
william L. Sunday, Esq. - Reimbursement for:
Cumberland Law Journal.. Notice
Postmaster - Certified Mail
Register of Wills - (1) Short Cer.tificate
Charlyn Y. Guerriero - Notary Fees
$ 60.00
2.52
3.00
65.52
10.00
31.00
Register of wills - Filing FA Inheritance Tax and Inventory
CARRIED I!'OOWARD
~ S 18544.92
(If more spa.e Is needed, Ins.rt addltlonol sh.ets of .ame sl..,)
Decedent's Complete Address:
S fI:1 AIlIlHLb"- ----,---".-"--..''
b Ib Ilogestown Hoad
,
ellY
Mechanicsburg
I STAll
PA
I liP 17055
]
Tax Payments and Credits:
I Ta, Due (pago 1 tino 19)
2 CrodllslPo,/maols
^ Spou3al Puvorty Credll
8, P,lo, Paym.nl.
C. Discounl
(1) 6803.94
Tolal C,edilo (A' B . C ) (2) 0
3,
Inle,esVPenalty II applicabla
D,lnl.,asl
[ Penalty
(3)
(4)
(5)
(5A)
o
4
TOlallnleresVPenalty ( 0 . E )
II line 21s graaler than Una 1 . line 3, enter Ihe diffe,eoce, This is Ihe OVERPAYMENT,
Check box on Page 1 Line 20 to request. r.fund
5.
II Line 1 'line 31s g,ealor Ihon line 2, enler Iho difference, This is Ihe TAX DUE,
6803.94
A, Enla, Ihe Inleresl on Iho lax due,
o
8, Enla, Ihe lolal 01 line 5 , 5A. This Is Ihe BALANCE DUE,
6803.94
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
.DlllilIIl!lll:lJl[llifl._JIi_llfi\l:ltilil~:((il!';~ii';;1_~{tifVi\lII'!1'1iIi1';,l\~mll\lf._~~'ltii11t'R;lli'JlfIl',~.M
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedenl make a I,ansler and: Yos No
[J [...X'
a, relain Ihe usa or Incomo ollhe proporty Iranslerred:, . '''''''''''' :,,, ~
b, ,olain Ihe ,ighllo de'igMle who shalt usa Ihe property Iranslarred or lis Incomo;" ''','' [] l~
c, relain a reve,slonary Inleresl; or", IJ [~]
d, receiva Ihe promise (or lile 01 ollher paymenl', benefits or care? " . [] [~l
2, II dealh occurred efte, December 12, 1982, did decedenllransl.r property wllhln ono year 01 dealh
wllhoul recalvlng adaquale consideration?, . "'" ' ",. , "'''''''''' ." [] [X)
3, Did decedenl own an "in Irusl lor" or payablo upon d.alh bank accounl or se,ulity al his or he, dealh?, "" [] LXI
4. Did decedenl own an Individual Retiremenl Account. annuily, or olher non,probale properly which
conlains a beneficiary designallon? " I..J [~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under panallios of porjllly, I dlld.uc 1~1I111iMe ('~<1min(>d this wlurn, IIlclu(!ing IIccompll1lylng schctlullls ami stillenmnls, nmllo 1he besl o( my ~nowlotl!lO ane! bollB!, 1118 lam, conoel IInd compll.llfl
I:)xlllraliOIl (If prepale! olhor than tho perSOI\ill reprrSOJllillIVL' is based on 011 mlurmHlioll of which pmpmor has IIny ~nowlodo~
SIGNATURE OF.,~~!iSON RESPONSIBL ,POR FiliNG RETURN
ADDRESS ,~.. . > /; Y-L'tl'A:IY~I..€'.47""<z /), 'l". 11/, C:r ~,
39 West Main street, Mechanicsburg, PA 17055-62.30
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
Feb 1'1
DATE
, 2.001
ADDRESS
Rft,~'~Mt~~:lit,W,~:it~l!~\!M.1i;:\tt:;'i!1t!~~"!;4~~l~-tf:M\'ti~l_ht\(Vl';I~YJ~f',!1~.f.\t~~~"II.1~~!Wp,.'f_fI!t~-ia:~~_;Y'~\f~:'f?,,,t.1fiJi,';
For dales 01 dealh on or after July I, 1994 and belo,e January j, 1995, Ihe lax rale imposecl on Ihe nel value ollranslers 10 or lor Ihe use ollhe survivln9 spouse IS 3%
[72 PS ~9116(a) (11) (1)1.
For dales 01 dealh on or after January 1, 1995, Ihe lax rale imposed on Ihe nel value ollranslers 10 or lor Ihe lIse ollhe surviving spouse I' 0% [72 PS, 59116 (a) (11) (11)1
Tho slalule dQ!l,U]lllJiiWl11lll a Iransler 10 a surviVln9 spouse lrom lax, and Ihe slalulo,y requiremenls lor disclosure 01 assels and filing a lax relurn are sllll appllcablo even II
Iha surviving spouse is Ihe only beneficiary.
For dales 01 dealh on or aller July 1, 2000:
Tho lax ralo imposed on Ihe nel value ollranslers lrom a dAcoasod child Iwenly,ono years 01 ageur youngor el dealh 10 or lor Ihe uso 01 a natural parenl, an adoptive parenl.
or a slepparenl ollhe child Is 0% 1"12 P,S, ~9116(aIl1,21)'
The la' ralelmposed on Ihe nel value ollranslers 10 or 101111. IIse ollhe decedent's lineal boneflclalles is 4,5%. "'eepl as nOled in 72 PS ~9116(1.21 [72 PS ~QI16(nlllll
The lax lalo ""posed on Ihe net value 01 translors 10 or for Ihe use olll1e decedont's siblings is 12% 172 PS 39116(a)(I,311 A sibling Is defined, undor Secllon 9102, AS an
individual who hAS alleasl ona parenlln common with Ihe deceoenl, whelher by blood or adoption
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SSt
william L. Sunday
b.ing duly. E;wqp!1
c.t.a.
, according to law, d.po,", and "Y" that ho, b, AaniniD.t.t'lltOl:', d.b.n.
of tho Eltat. of ,J!JJi<l~!;h.._SCI1!o..sf!t1t'. ____ _.
lat. 01 siler Spring 'Ibwnship _, Cumb.rlarld County, Pa.. d.c....d and that the
within II an inv.ntory mad. by his__ __ _ .., __, tho laid ,. i\~iJ'll.strCLt:.~t',._, ..,
of thllflfWlilW~M~<M laid d.c.d.nt, consisting of all th,,~M;,i.R>1)il-6p.rty 'Il1llIx~mill":, exc.pt roal eotat. ouhid.
th. Commonw.alth of P.nnsylvania, and that the figuros oppolit. each itom of the Inventory r.pr.lont It's fair valu.
al of the date of _lIIllllltK1odltllllK receipt.
. ,gjbLJ'-r~~~~hl;~;'~;-d.b.n:c. t~a;
~9.!'1~t. ..t1!tin.E_t;r.e.et...__
Mechanicsburg, PA 17055-6230
Addr...
D.t. of D.ath _, ,._
23 December
1996
D.y
Month
Vur
INSTRUCTIONS
I. An inv.ntory mUlt be fil.d within thr.. month I .IIM appointment of p.rsonal reprelontative.
2. A supploment Inv.ntory must be fil.d within thirty daYI of dilcov.ry of additlonal a...h.
3. Additional .h..h may b. attach.d as to p.rsonalty or r..lty
4. S.. Articl. IV, Fiduciarl.. Act of 1949.
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.~ U III
SUPPLIlMENl'AL
Inventory of the real and personal estate of
Elizabeth schlosser
deceased
~
-~-_._._-+-~."--. ~~~.._~..-_.__._-
-. -'.'-'-'---' .. -~.- --~-- __A .__ ______
1. First Union Bank - Harry Schlosser Trust - *1513105489
partial payment of distributive share of the remaining
Trust Corpus received by checks dated Septerrber 26,
2000.
Principal $37497.66
Income 8153.80 $ 45651 46
Final payment of distributive share of the remaining
Trust Corpus and income reoeived by checks dated
February I, 2001.
Principal $ 1528.10
Income ,281.04 1809 14
~AL IN\'I!Bl\:m '!mAL
$ 47460 60
,... .... ~,
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7!
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ii
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Inventory of the real and personal estate of
Elizabeth Schlo~~~r_.
___._ deceased
PF.RSC:ftAL PR<Pe'Y:
1. Passbook Savings Account *8336324506 in Core State Bank, N.A.
Balance on Date of Death
Accrued Interest to Date of Death
$ 4004 61
16 12
2. Regular Savings Account *4-9017-2589-0 in Dauphin Deposit Bank
and Trust Company
Balance on Date of Death
Accrued Interest to Date of Death
1281 80
1 16
3. Certificate of Deposit #81-0059237-3 issued by Dauphin Deposit
Bank and Trust COmpany
Balance on Date of Death
Aocrued Interest to Date of Death
3217 98
165 87
4. Certificate of Deposit #81-0059238-1 issued by Dauphin Depoait
Bank and Trust COmpany
Balance on Date of Death
Accrued Interest to Date of Death
5363 30
276 45
5. Checking Account *001288830 in Farmers Trust Company
Balance on Date of Death 124 47
Accrued Interest to Date of Death 05
6. Savings Account #011-006368 in Farmers Trust Co.
Balance on Date of Death 507 92
Accrued Interest to Date of Death 85
7. Certificate of Deposit #001-0117530 issued by Farmers Trust
Company.
Balance on Date of Death 2583 55
Accrued Interest to Date of Death Includ in Bal.
B. Certificate of Deposit *001-0117531 issued by Farmers Trust
Company
Balanoe on Date of Death 1033 25
Accrued Interest to Date of Death Includ in Bal.
CARRIED I!'OOWARD
$ 18Sn 38
Inventory of the real and personal estate of
_.~liz~Q!lth SQhlQL\eer__. .
deceased
-'--_,_"~_"__~___,_______~_,_..-~~~~___w._.__.____._~~.~___ ~.~-'- _'_~ ~.~
_ "__ ._........ o. ,_ _, ","", c_.,.." _._.___,____~_.,_~__._~..., . ....___ a_ "~_~.._~,_..________'"~. . . ,,__...__~._
REAL BS'l'ATE:
The undivided one-half (1/2) interest in and to the following
described Real Estate.
ALL TlIAT CERTAIN pIece or parcel of land, situate in the
Township of silver Spring, In the County at Cumberland and State of
Pennsylvania, bounded and described as follows, to wit:
&ElGINNING at a point in the centre of Ii public road leading
from Mechanicsbur-g to llogestowl1, at southwest corner of other land of
Mary B. Armstrong; thenc(! along saId land, south sixty-three (63)
degrees eleven (11) minutes east, one thousand four hundred and six
(1,406) feet to a post in line of land of [,evl Bricker; thence along
said land, south three (3) degrees and forty-five (45) minutes east
four: hundred and thirty.-five and seven tenth,s (435.7) feet to a point
in the centre Une of a public r:oad; thence along said public road and
land nO'. or formerly of B. ZImmerman and ,1. Bates, south eighty-foUl:
(84) degrees west, one thousand eight hundred and ninety-six and seven
tenths (1,896.7) feet to a point in the centre line of the public road
leading from Mechanicsbur-g to Hogestown; thence along the center line
of the said road, north t\~enty-five (25) degrees and twenty-seven (27)
minutes east, one thollsand four hundred and three and seven tenths
(1,403.7) feet to the place of BEGINNING.
a:.Nl'AINING thirty-two and one hundred and twenty-four one
thousandths (32.124) acres, as descrIbed in Deed Book "H", Vol. 11,
Page 183.
EXCEP'rING AND RESERVING from the above described lands those
two (2) tracts of land which Fr:iederich s~hlosser and Elizabeth
Schlosser, his wife, by their two (2) Deeds dated ,July 20, 1955, and
recorded in the Recorder's Office in Deed Book "P", Vol. 16, Pages 66
and 68 respectively granted and conveyed unto William C. Hippensteel,
Jr.
BEING the undivided one-half (1/2) interest which the Court
of COllIllOn Pleas - Orphans I Court Division of Cumberland County,
Pennsylvania by decree awarding Real Estate of the Estate of Elizabeth
Schlosser dated May 22, 1989 and recorded in the Recorder of Deeds
Office in and for Cumberland County, Pennsylvania in Deed Book "Y",
Vol. 33, Page 713, awarded to Elizabeth Schlosser, the decedent.
Tax Par~el No. 38-07-0459-018
VALUED AT APPRAISAL
TOTAL REAL ESTATE
.1139250 00
$139250 00
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
Frederir::k Schlosser, ,Jr.
being duly ..6WQ~11 ... .ccordlng to I.w, depolel end I.YS th.t h.,__~xecut.Qr_.~._""___~_..___._._
_ of the Elht. of J!:'H:1lab:E!_tlL~_c.h~Q!3!leL:'__._~____~
I.t. of SIlver Spring Township _, Cumbe,l.nd County, P.., docouod ond thlt the
within is .n Inventory m.d. by [,iln __..._, the said_~MQl.l!;Qt:__~___._
of tho onll,. utote of said decodont, conllltlng of .11 the p.rson.1 prop.rty .nd rul ..t.'o, o.copt ro.I .st.t. ouhld.
the Commonwe.lth of Pennlylvoni., ond th.t tho Iigu,e. oppo.lte e.ch item of tho Inventory represent It'l f.lr v.lu.
.1 nf the d.te of decedent'l d..th.
_____.1921___
/:-r .01 ,';"'f'. .j.;'--f:4p~-v;f
C
__ Ft~!'!!.:.l.QlLQchlOI!~~L__"_" __..____
beeutof . XthoXdm1cMX
Sworn to
_ ond sub.cribed before 100,
")
.._fj06 ~l!towJLH~9__.______
, -I
,_,' t.- : i'\;1.,11'.'
Chili\.)'t \ ;, "_ ":-',,. ; '; I') CCiUi\\Y
Mocllan:c;~lL;!':'; :'\I,~\" L,u".:.::,;" 1q98
My Commis~lL;n ".,_P:,U:;,.I'lld/1[l, . ,
M~, Pun~1VuilTa!\sSocl(\liOn 0\ NotarieS
..___MeC'..hanicaburg,JJLl.1055--...
Add"u
D.te of De.th _~___~__~._.__._______j)ec:.\trnQ.~.!;:__._._.___..____!~
DIY Month Vu,
~
1
(I
I
INSTRUCTIONS
f. An inventory must be filed within three months .lter .ppolnt,.ent of person. I r.pr..ent.ttv..
2. A .upplement inventory mu.t be filed within thirty d.ys of dllcovery of .ddltlon.1 ....h.
3. Addition.I shee" m.y b. .tt.ched .s to personalty or r..lty
4. See Article IV, Flducl.riel Act of 1949.
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'U~EAU OF INDIVIDUAl TAMES
INttfRl1ANCf UN DI\l1&10N
Of:Pl. UOUl
I1ANAI UURQ, PA 111U-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMEN'r OF REVENUE
C__"
NOTICE OF INHE~ITANCE TAM
AP~~AISEMENT. AlLDWANC~ OR DISALLOWANCE
OF DEUUCTIDNS AND ASSESSMENT OF TAM
11-03-97
SCHLOSSER
12-23-96
21 97,0084
CUMBERLAND
101
[ =~~~.~~{\.d ...
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iS47 -Eif ",\i:'p" f O'F9fi" Ncj'fi c r -oF" "iNti Eii i;: ANtE" TAX -j( p pili'- i ii EHEN T -; "A L '[ oWAN"cE - (ili""" - -"".. - -"" ".. -..-
DISALL.OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH FILE NO. ZI 97- 0084 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM L SUNDAY
39 W MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF SCHLOSSER
TAM RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I Elt.t. (Soh.du~. A)
2. Stocks .nd Dond. (Schedule 8)
S. Clo..ly Hald stock/Partnership Int.rest (Schedule C)
4. Hortoag../Not.. Raceivable (Schedule OJ
5. C..h/Bank Deposit./Hi.c, Parlonal Property (Schedule El
6. Jointly Owned Proper'ty (Schedule f)
7. Tranlf.r. (Schedule G)
8. Total A...t,
) CHANGED
(1)_139.250.00
(2) .00
(3) .00
(4) ..n
1Sl 39.397.92
(6) .00
m .00
ca)
APPROVED DEDUCTIONS AND EXEMPTIONS I
~. Funeral EXP.ns../Ad~. Cocts/Hl~c. EKpan... (Schedule HJ
10. Debts/Hortgage liabiliti../liana (Schedule Xl
11, Total Deduct 10nl
12, Hat Valu. of Tax R.turn
IS. Charitable/Govern..nt.l alqua.tl) Hon~.l.ct.d 9113 Trult. (Schedull J)
14. Hat Value of Elt.t. Subjlct to Tlx
If an assassmant was issuad praviously. 1inas
reflect figura5 that include tho total of ~
ASSESSMENT OF TAX:
15. AMOunt of line 14 at S~ou..l rat. (IS)
16, Aftount of Line 14 taxable .t Line.l/CI... A rat. (16)
17. AnolM'lt of Line 14 taxable at Coll.tara1/Ch,u B r,.t. (17)
II. Principal Tlx DUI
TAX CREDITS I
PAYMENT RECEIPT
DATE NUMBER
03-2f~ - AAl1is297-
07,17"97 AA211544
NOTE I
DISCOUNT C+)
INTEREST/PEN PAID 1-)
1,125.00
.00
'*
In.nll Ill" Ut.")
ELIZABETH
l
DATE
11"03-97
NOTE I To inlur. propar
crldit to your Iccount,
tub..it the upper portion
of this forn with your
tlX ply...nt.
178,647.92.
18,719.92
15 . 0 D_
Ill) _-1.lL.734 q~
(12) 159,913.00
(13) .00
(14) 159,913.00
14. lS and/or 16. 17 and 18 w:l1l
raturn. a.sas.ed to date.
.00
.00
23.986.95
23.986.95
23,986.95
.00
.--
.00
.00
. IF PAID AFTE~ DATE INDICATED, SEE REVERSE
FD~ CALCULATION OF ADDITIONAL INTE~E~T.
I IF TOTAL DUE IS I.ESS TItAN n. NO PAYMENT IS REQUIRED.
IF TOTAl DUE IS REflECTED AS A "CREDIT" (CR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(9)
110)
.00 M .00,
.00 M .06,
159,913.00 M .15.
Ila)
AHOUNT PAID
21.375.00
1,486.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
---------~
TOTAL DUE
,
i"T
I..,)
RESERVAtIONI E".tl' of dleadlnt. dying on or blfor. D.c.~b.r 12, 1982 .~ If any f~tur. Intar..t In thl lit.t. 1. trlnif.~r.d
in POI...llan or .njoy~.nt to Cia.. 8 (collateral) bln.flal,rl,. of thl dlClaant aft., the IMPlratlon of artV ..t.ta for
life or for y"~11 thl Co..onw.llth har.by .~pr.I.IY rl.arv.' the right to appral.. end at.... tran.'" Inherltlnc. TaM.'
at the lawful Cia,' B (collateral) rat. on any .u~h future Int.r..t.
PURPOSE Of
MOlICE I
To fulfill th" r.qulr.unt. of botlc," 2140 of th" Inh.r1111nC:I and E,tIIt. Tlllt ,lot, Acl H of 1995. (12 P.S.
SI\ltlon 9140),
PAVMENT I
Dahah the top portion of thl, Notice "nd SUblll, , ,th" '-;'f'lIIenl to ttw 1l,I\Ji'.ter
.~Hek. chick or lion..,. order payable tOI REDISH-,R Of jorL.l..s~ AGENT
, ii, pr lnted on thl rever.. IIdt.
REfUND (CR): A refund of II hM credit, uhlch Willi not requested on the Tal( Return, MBY bo r.quuttd by cOlllpleUng .n "APpllcation
for Rafund of Perm.ylvan\a Inherlll'lntll Ilnd f.~tIlte TaM" (REV-DUll. Appll~"llon. IHlI "''''l\llable at the DUlce
of \1'1. Righter of Will" sny of the 2~ RlvenulI Ol,trict OUlcu, or by 0311Jn" the 'PlcJ~1 24.hour
sn,,,,edng ,Irvlol nUlllblrt for forlll ord.rinA: In Psnn.yl....nltt 1"800-562:~2:0S0, out,lda Penn.ylvant. and
",Uhln 10cBl Hard.burg Dr.a 0171 781-&094, TDOl! (1'11) 712'.2252 OJeflrln" lupalred Only).
OIJE;CTIONSt Any "'Bft)' In Interut not utl.fled NIt" the !lPprlli~llIIent, "llowa~cI or 1ltl\llowar.e1 of dlduction., or a........nt
of tllM (Inchlding di''tount or InhrutJ as .hown on tnl. NotIce "u.t object "Ithln ,Ixty (60} day' of receipt of
thh NoUce b'l:
~~wrttten ~rot..t to thtl PA nlparhlllnt of Rev.nu., Board of APpeBl., Dftpt, 2810~1, Itarr!sburg, PA 1112S~10U, OM
~~.1.cUo" to have the .aHe, detereln.d at lIudlt of the eccount of the pertontll rlpr..antat1ve, OR
~~epPfUll to the Orphlln.' Court.
AD"lN
HiTRUIVf.
CORRECTIONS:
FftctUBl errorll d1lcoverud on thlll !lllpu'"8nt Ihould lie "'ddr....d In writing tOl PA n.Pflrt..nt of R.venue,
But.M.i (If Indlvldulll TaM.', AlTN: POlt A,ulSill.nt Revi.w Unit, D.pt, 260601, HerrtlburQ, PA 171Z1Ii~06nl
Phone (117) 161.650S. S.. Pllg. S of the boakl.t "Inltruc~lon. fDr Inherltanc. TaM R.turn for II R..ldent
D.ud.nt" (REV-IS0ll for IIn .l(pli\l,nUOfl of fltWiinhtreHvlI1)l correctatlle urrorl,
If Itrly tax due III pBld within tl1r.. (!) eal.ndar lIIonthl after the d,*cedant" denth, a fI\I. llllrcent (!i%l dhr.!)unt of
the ta-'!I paid 11 allowld,
The 15:( tal( ..n..ty non~p.rtlclpetlon plmfllh I. COlIPuted on thM ~ohl of the till( end I"terut ftlluud, and not
paid before JenUBry 18. 1996, the Hr.t delY after the end of the ttlX IIMnulty period, Ihh non~pertlclpstlon
penllIty II appaalabh In the '..8 l!IIlInnllr IInd In the the Ulle till. "ar lod as you would sppobl the tal( Itnd inter..t
that has b..n Iftuen.d .. Indicated on this not.lc..
Inter..t I. chftrged beglnlllng with fll'lt day of delinquency. or nine (9) eonth. nnd one (1) da\, fro. the dete of
death, ~Q the dlltl of pay..nt. II1M.t which bee..e dllllnqu9nt before Jllouary I, 1982 ba.r Intere.t .t the rate of
.h (6y'1 perc.nt per annuli calcul.tAd l'It n dllll'l rltta of .OQ0164, All tllXllt "hlch b.c!llll. d.linqu.nt on and tlft.,.
JIlOUlH.' I, 19B? "Ill bear (nt.r..t at !I ratlt ",nich will ~.<'H~ frOlt r.1l1.11dar yur to (llll.ndar y.",r with thlllt rate
annoUl....lIr.t bv the PA D.p.rt.ent of n...,enue, Th. (lppllcllblll Inte,..t ratu for 1911l through 1997 ar.l
~ Inter..t Rat.! Dally Internt FIe tor :!!!! Interut..!!!.!.! !~J.!Y Int.rlllt Fal;l'l;or
19B2 20:< .000548 1981 .X ,000141
1'.3 16% ,O0!l4!& 1'~8a" 1991 llY. ,DDnOl
1984 11:< ,000501 199~ OX ,0002:41
191f1 u:< ,00O!!l(. 199J-1994 n ,00019Z
1916 10% ,000274 19'5-1991 ." ,000l47
'.
"~Int.r..t h cllloulnted o. folloWI!
DISCOUNT:
PENAL TV I
INTEREST I
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.~lnY NoUc. luu.-i IIftn the ta)( baco.., d.llnqu.nt will rln.at an Intltr..t calculation to Hft..n OS) dey,
beyond the dlltc of the .u.....nt. If ptly..nt 1. tlad. efter the Ir,terut co.puhtlon date .1wWn on the
Notlc., Mddl\IOhal intere.t au.t be c.leulat.d.
PERSClW.Tr
INCDIE ACXXXm
RFX::EIPl'S
Acoountant char9es hinl3elf with the follOliingl
1997
Feb 19 PNC Bank - 1997 Interest (savings Acount #50-7002-6268) 5.34
19 Farmers Trust Co. - 1997 Interest (Account *12-88830) .33
19 Farmers Trust Co. - 1996 Interest (Account **11-006368) .29
19 Farmers Trust Co. - 1997 Interest (Account #11-006368) 1.82
19 Farmers Trust Co. - 1997 Interest (C/O #117530) 21.07
19 Farmers Trust Co. .. 1997 Interest (C/O #117531) 8.39
28 Dauphin Deposit Bank and Trust - 1997 Interest
(S/A #4-9017-2589-0) 3.47
28 Dauphin Deposit Bank and Trust - 1997 Interest
(C/O 81-0059237-1) 80.70
28 Dauphin Deposit Bank and Trust - 1997 Interest
(c/o 81-0059238-3) 48.42
March 17 Core States - 1996 Interest (Account #8336324506) 1.53
17 Core states - 1997 Interest (Account #8336324506) 11.69
19 Fulton Bank - 1997 Interest (C/O 252-0063256) 269.48
19 PNC Bank - Interest (Estate Account) 12.13
Apr 17 PNC Bank - Interest (Estate Account) 17.11
May 19 PNC Bank - Interest (Estate Account) 13.11
June 18 PNC Bank - Interest (Estate Account) 11.13
July 17 PNC Bank - Interest (Estate Account) 10.34
TarAt PERSClW.Tr J:NCDom ACXXUl'l' Rl!CBIPl'S ~
P~TY
INCDIE Aca:xm
EXPIi2IDI'roRES
Accountant asks credit for the following:
1997
March 21
PA Department of Revenue - 1996 Fiduciary Income Tax
$ 1.00
TarAt PERSClW.Tr J:NCDom ACXXUl'l' EXPli2IDrrtImS
S 1.90
-3-
RI!lCAPI'lULATlOO
PBRSCIfALftl Principal Account
Debits
Credits
Balanoe
Income Account
Receipts
Expenditures
Balance
REAL ESTATE: principal Account
Debits
Credits
Balanoe
$ 516.35
1.00
$ 515.35
$139250.00
1281. 72
$137968.28
Income Account
Receipte
Expel1ditures
o
o
Balance
o
'Ibtal Distributable Estate
Less:
Advancements
Balanoe in hand~ of Accountants for Distribution
The aforesaid Balance consists of the following:
Undivided interest in Real Estate
cash
-5-
$ 42397.92
40708.07
$ 1689.85
$ 515.35
$137968.28
o
$140173.48
810.00
~39363.48
$139250.00
113.48
.41~363.48
named in said Will, died May :28, 1974, and gHzabetll Schloaser, nll.1ther of
said decedent, one of the lifE' tenants named in said Will, died I\prJ.l 11,
19~8. Frederick Schlosser, Jr., the remaining life tenant under said Will,
survived the decedent and is the Executor herein and sole heir-at-law of
said decedent.
Elizabeth Schlosser, the decedent, was never married, had no issue,
was not survived by a parent and never had any brothers or sisters except
Freder.ick Schlosser, Jr., the Executor., the sole surviving life tenant
named in the will and tile decedent's sole heir-at-law under section 2103 of
the Probate, Estates and Fiduciaries Code.
The decedent only gave, devised and bequeathed a life estate in all of
her property by her will and did not dispose of the remainder interest by
her will or otherwise. Therefore, under Section 2101 of the Probate,
Estates and Fiduciaries Code the remainder interest in and to all of her
estate shall descend by Intestate descent.
Therefore, under the Will of said decedent, Frederick Schlosser, Jr.,
her surviving brother, takes a life estate in the entire estate of
decedent, and under Sections 2101 and 2103 (3) of the Probate, Estates and
Fiduciaries Code, the remainder interest in snd to the estate whiCh was not
disposed of by will or otherwise descends to her brother, the same
Frederick Schlosser, Jr., her sole heir-at-law.
Therefore, since the life estate and remainder are both vested in the
same person, the life estate merges in the remainderman, Frederick
Schlosser, Jr., who herein and hereby elect to take the real estate in
kind.
No claims have been pl:'eaented to the Accountant except those indicated
in the Account as filed.
c;. '15' /," I
/' c~t-<rof:. ..~. (."' I t',.,J.Lc"")l
FREDERICK SCHLOS ER, JR. ,/
Executor and sole heir-at-law .'
STATE OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On the 9th day of December 1997, before 100, the subscriber, a Notary
Public in and for said State and county, personally appeared Frederick
Schlosser, Jr., Executor under the Last will anc1 Testament of ELlZABETfIo
SCHLOSSER, deceased, who, being duly sworn according to law, deposes and
says that the facts set forth herein are true and correct to the best of
his knowledge and belief.
Sworn to and subscribed
befo!;:e 11\0 this 9th day
~~~f. De~We~y19y' .
L~~/'l"' Ii.....
Q.I~~L:v]77);I..I-. - i~III~I!"~'" "
il-<.: ' (,.-II(;\Y
('y - '_. - il H' I''':'
d '~.._R.''''''___.' ' _n.~... _._~_':._':"~.'
Mirnbm, l"ul1n~yIVllfli;\Ac;:'lJ';ldliUll (II NU!iUiU.o
_n_ - .' . ~') _j ~ '
F~~~{c1'~c~~&SEt~{:~;;~rif/ .
Executor of the Estate of Elizabeth
Schlosser.
-7-
'.
"
"
."
;'
THE LAST WILJ.. AND IDTAMENT OF ELli8I3ETH OCHLOSSEil
I, ElJ7.abeth :JchloGsol' of Mechanlcsburg, In the
County of Cumberland and state of Pennoylvania, being of
sOllnd mind, memory and undoTstandi.ng, do make and publish
thi s my la st Wi 11 and Testament., hereby revok ing and mak in9
void all former wills by me at any time heretofore made.
And firRt, I direct that my funeral be conducted in
manner corresponding with my estate and slluation in life, and
that all my just debts and funeral expenses be fully paid and
satIsfied as soon as conveniently may be after my decease.
As to such estate as It hath pleased God to intrust
me with, I dispose of the same as follows, viz:
Item 1. I ~ive, devise and bequeath to my beloved
parents, Friedrich Schlosser and Elizabeth Schlosser and to my
beloved brother, Frederick Schlosser, Jr., to be shared equally,
the whole of my estate, real, personal and mixed, whatsoever
and wheresoever found at the time of my death, to have, hold,
use and enjoy the samo, together with the rents, issues and profits
thereof, for and durIng the term and period of theIr natural life.
I hereby nominate, constitute and appoint my beloved
brother, Frederick Schlosser, Jr., Executor of this my last Will
and Testament.
IN WITNESS WHEHEOF, I, Eli zabeth :Jchlosser the Testator,
have to this, my wIll, written on one sheet of paper, set my hand
and seal, this 2:1rd day of November A. D., One Thousand Nine
Hundred and Fifty-Nine. (1959).
c"(:cjt[' r:;, tit ,ie, ,ft.:. ,hi'tL-' {,J, (' I, ')
of other land now or late of Mary H. Armstrong: thence along said land, south
sixty-three (63) degrees eleven (11) minutes east, one thousand four hundred
and six (1,406) feet to a post in line of land now or formerly of Levi
Bricker: thence along said land, south thr.ee (3) degrees and forty-five (45)
minutes east four hundred and thirty-five and seven tenths (435.7) feet to a
point in the centre line of a public road known as Woods Drive: thence along
said public road and land now or formerly of H. zimmerman and J. Bates, south
eighty-fout' (84) degrees weRt, one thousand ei'Jht hundred and ninety-six and
seven tenths (1,896.7) feet to a point in the centre line of the public road
leading from Mechanicsburg to Hogestown, now known as flogestown Road: thence
along the center line of the said road, north twenty-five (25) degrees and
twenty-seven (27) minutes east, one thousand four hundred and three and seven
tenths (1,403.7) feet to the place of BEGINNING.
a::.NrAINING thirty-two and one hundred and twenty-four one thousandths
(32.124) acres, as described in Deed Book "H", Vol. 11, Page 183.
EXCEPTING AND RESERVING from the above described lands those two (2)
tracts of land which Friederich Schlosset' and Elizabeth Schlosser, his wife,
by their two (2) Deeds dated July 20, 1955, and recorded in the Recorder's
Office in Deed Book "P", Vol. 16, Pages 66 and 68 respectively granted and
conveyed unto William C. Hippensteel, Jr.
BEING the undivided one-half (1/2) interest in and to said premises
which was awarded to Elizabeth Schlosser, the decedent herein, by Decree
Awarding Real Estate issued in the Estate of Elizabeth Schlosser, mother of
the decedent herein, by Decree dated May 22, 1989 recorded in the Recorder of
Deeds Office in and for said Cumberland County in Deed Book "Y", Vol. 33,
Page 713.
The Recorder of Deeds is directed to recoL'd this Decree among the Deeds
, "
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I)KI'ITION FOR 1)llOBATE and GRANT 01<' LETTI<:RS
h:rlale oj _Elizabeth Schlosser
also knolVlI as _.".'
No. 21-97-84
To:
__.u.___.......... Register of Wills for the
______________. , !Je('('(ued, ('ounly of::u~J:.l.an.9_.~_._ In Ihe
Social Security No, ..195.,,07.-,,6864..... _ ,. _ Commonwealth of I'ennsylvllnla
The petition of the undersigned respeel fully represents Ihat:
find is not
Your pelitloner(ll), who Is/lll1llH yems of IIge or old<;JJllalthe exeeul.or_____~.._.__ named
in the last will of the above decedent, dated _...NQY!l_ml:>gr..~?.___.___._.____.._..._ , 19....5.9_
and eodicl11 daled Ncme..Jm~I~edW~ft-..qchJ.ossar-l-.J~I-.llic"cllt"r MII1Ail in
_said W di_l;1.9_.~~l,1st._L.J:l.~~tl9~::.EilILilJt:.eL9.9!TIP!etinq-1!.dmi[];sl;ration
of the, known Estl\1:J~LgrJd.be~e...r~e.i..v.itl9.-nQtiC.e....de.ClldfmLand.._Frededck
schlosser. .Jr.......had...an...interest_in__a .Trust..llllder.....thaJ'li1L..of.JJarry "",h 1 '"'oaoa"l;".
(slate relevanl cirClllllStulH:es, e,g. renunclatioil, dl'lIlh of l"o;eclllor, etc,)
See renunciation attached
. Decelldent was domiciled at death in _~.1<md.._________ County, Pennsylvania, with
h Ar last family or principal residcnce al ..fiOli_HogeatOWILRoad. "i 1 "~r ~rri 1l'J
1'O~1l19"ipl----CumbQr1and Co'lntY-t-.!<~---
(list strr.el, number find lllunclpalhy)
Decelldent, then _.B.L....___ years of age, died __ Depell1ber 23 ,19 96 _,
at...QP6 Hoqestolffi..BQ!l.o, Mechan~csburg, PA 17.Q.'ii.....__.~____ .
Except as follows, decedent did not marry, was nol divorced and did not have a child born 01' adopted
after execution of the will offered for probate; was not Ihe victim of a killing and was never adjudicated
incompetent: ..ll2illL- _
recently discovered additional
Oeceadent al death owncJJJpropeny with estimaled values as follows;
(If domiciled in Pa,) All personal property
(If not domiciled in Pa,) Personal property In Pennsylvania
(If not domiciled in Pa,) Personal properly in County
Value of real estate in Pennsylvania
situated as follows: ___._____._
$ ...3..QQQQ. 00
$ ..JUA
$ --N,LA
$
WHEREFORE, petitioner(1() respectfully request(s) bilexllll)bl~OCll){xldxd~X1lilkgllxllOdjRij(s)
PJt<<illIllfjj>l~~HII the granl of lellers....Q.Udm~nis..trll!;..ion D.B..N.&.'LA....-
(tcstlllnclIlllry; administTtuiOIl c,t.n,; adminlmatlcn d,b,n,c,(,a.)
theron,
i
'0_
6"
il
~e:
so
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_-39_..weat....Main....Street - !'it~
__ Mechanicsburq, PA 17055-6
OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYl,V ANIA } 88
COUNTY 01<' .-,~m!lp:RLMlJ.l____..____
Sworn to or affirnll'd and
before me this. IS.lh
o/;~~<<4;~~)iC
/;; -. /.3,;2 - 1,;2/
The petitioner(lI) lIbove-mulled swellr(s) or uffirm(s) thllllhe statements in the foregoing petition are
true and correct IOlhe best of Ihe knowledge and belief of petilioner(Jl) and that as personal represen'
talive(Jl) of Ihe IIbow dcce(knt peliliol1er(s) will well and truly administer the $!Ifate according to law,
I ~.. /. ~
/'/,., X"/,
.~.4L"':J" 'II .-:c::s;Br.fU.,.
.....william..LL'1undalf_____..
subserihed
~'~E I
Re~i.\(er 1
~
..----..-.--. --.-.--.-....---- I
~
05-07-2001
SCHLOSSER
12-23-1996
21 97-0084
CUMBERLAND
501
E--=:~~~~~~fi.~~=~=~~_]
MAKE CHECK PAYABLE AND REMXT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HUUSE
CARl.ISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R'ifli:i54i-EiC-AFji-n'FiiiirNcj'fi'cr"oF-rNHEiiifANcE-i'1iril-ppiiii"iSEifEN'f;--"li"OWANCi!'''iili----------mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH FILE NO. 21 97-0084 AeN 501
If an assessment was issued previously. lines 14. 15 and/or 16, 17, 18 and
reflect figur'es that include the total of' a!:.b. returns assessed to date.
ASSESSMENT OF TAX:
16. AMount of LinB 14 .t Spous.l rato
16. Altount of Line 14 taxable 8It Lin.al/Class A f'ate
17. A.o~tnt of line 14 .t ~ib11nO rat.
18. AMount of Lina 14 taxable at tollataral/Cl.ss 8 rat.
19. Pr1nclp81 Tax Due
~
DATE
02-15-2001
\. /6-=/.6-7-.$""'
COMMONWEAL,"H OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;1 It
V' , Y
()
BUREAU OF INDIVIDUAL TAKES
II~I(UH lANtI:: 1 Ill' DIVlSlO~1
Dfl'f. 1&11601
HARfUSIlURO, PA HHlI~0601
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
WILL1AM L SUNDAY
39 W MAIN ST
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
AeN
PA 17055-6230
ESTATE OF
SCHLOSSER
TAK RETURN WAS, I X) ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERN~FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: L.nIGATION RETURN
1. Rod Estelo ISchodule A) III __..Jl.lL
2. stock. and Bonds (Schedule 0) (2l_._---.JLQ..
3.. Closely "ald stock/P.rtnership Interast (Sohedule C) (3) . 00
4. HOrtg\Jg8S/t~ot.lS; Receivable (Sc;hli!ldule OJ (4) .00
S. Cash/Bank Deposits/Hice. Pel'l:onllll Property (Schedule El (5)_...- 47 .460.60
6. JoJntly awned Property (Schedule F) (6).00
7. Transfers (Schedule G) (7),00
8. Total Assots (8)
APPROVED DEDUCT~ONS AND EXEMPTIONS:
9. funeral Expanses/Adn. Costs/Hisc. Expenses (Schedule H)
10. Oebts/Hortgaua llftbl11ti&s/Liens (Schedule Il
11. Total Deductions
12. Net V.lu. of Tax Return
13. Charitable/Gov.rn..nia! Bequests; NonhRlooted 9113 Trusts lSoh.Qul. J)
14. N.t ValuB of Estate Subject to Tax
(9)
(10)
2,101.00
.00
Ill)
(12)
113'
(1(.) ...
NOTE:
.00
.00
.00
45,3.59.60
K 00 =
K 06 =
K 00 =
K 15 =
(15)___-
(16)
117)
118)
REcn-,.r-
NUHBER
AA478015
DISCOUNT ~
INTEREST IPEN PAID 1-)
. .00
AHOUNT PAID
6,803.94
TOTAL TAX CREDIT
__0.___-
BALANCE OF TAX Due
~._._-
INTEREST AND PEN.
TOTAL DUE
*'
UV.IUl H UP 0'-111
ELIZABETH
DATE 05-07-2001
NOTE I To insure proper
credit to your account,
sub.it the upper portion
of this: for'. with your
tax PBYlItant.
47,460.60
?10J 00
45,359.60
.00
45,359.60_
19 will
119)=
.00
.00
.00
6,803.9"!.
6,803.9~.
6'803'~~4
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $I. NO PA YHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR', YOU HAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FDRH FOR INSTRUCTIONS.)
JfES~'"RVAnOHI
Estet.. of de~tl dying on or b.for. Deo..o.r 12, 1962 .. if ,ny future lnt.r..t in the ..t.te 1. tren.f.rrtd
ln Po.....ton or ~jo~~t to C11.. I (co11at.ra1) beneficl.rl.. of the d.c.~t .ft.r the .~plr.tlon nf toy ..tat. for
I1f. or for y..r., the COllOON.l1th her.by .Npr...ly r...rv.. thl right to apprel.. .nd ....,. tr.n.f.r Inherltanc. TIMI.
at the leMful Cl... I (ooll,t.r.l) r.t. on any .uch future lot.rs.t.
PUlPOSE (If
NOTICE I
To fu1f1l1 the requlr,..nte of Section 2140 of the Inhflrltance and Estate TIN Aot, Act 23 of 2000. (72 P.S.
S.ction 9140).
PAyrtENTI
Detach the t~p portion of this Notlc. and lub.lt with your paYllnt to thl Reglst.r of Wills prlntld on the river.. lid,.
--Hako chacJ\ or .ona.v or~r paYable tOI REGISTER OF HILLS I AGENT
REFUND (CR)I A r.fund of a t.M oredit, whlch wa. not requ..ted on th. fiax Return, .ay be rlque.ted by co.phUng an "AppllcaUon
for Refund of Penn,ylvanll Inheritance and E.tatR Tax" (REV-ISIS). Appllcallons are avallabls at the Offlol
of the Regi.tlr of Willi, any of the 23 Revlnue District Offlcel, or by calling the IPloll1 24-hour
en.w.rlng ,ervle. for fora. ordarlngl 1~aOD-362~20S~J ..rvlo.. for taxpayer. with splola1 hearing and I or
spellklng M.d.: 1-800.447-3020 (1T only).
OBJECTIONS: Any party In Intlr..t not ..tl.fled with the .pprai....nt, allow8nc., or dl.ellowhnce of d.duotlon., or ......-.ot
of taM ~Inoludlng di.oount or lntere.t) a. .hown on this Nottce MU.t objeot within .lxty (60) day. of receipt of
thh HoUce bYl
.~wrltt~n prot..t to the PA Dep.rt.snt of Rev.nue, Bo.rd of ApPIUls, Dept. 281021, Harrllburg, PA 17128-1021, OR
--.leotlon to have the aatter deteralned at .udlt of thl account of the p.r.on.l rapre..nt.tlve, OR
.Mapp.al to the Orphan.' Court.
A!>>tIN-
ISTRAT1YE
CORRECTIONS I
Feotua1 error. dilcovered on this es.e"'lflt .hou1d be addressed In wt'JUno tOl PA Oop.rtlHtnt of RevlNlUll,
Bureau of IndlvldU.1 Tax.., AHNl Polt A.......nt RevllW Unit, Oept. 280601, Harrhburg, PA 1712:8-0601
Phone (117) 787-6505. Sal page 5 of the booklet "Instruction. for Inherltancl Tax Return for. Re.ldent
Deo.rlent.. (REV-ISOl) for an explanation of ad.lnistr.tlVGlY norreotabll erro"'.
DISCOUNT I
If any tax doo 11 paid within three (3) oalend.r 1I0nthl after the dec.dent'. death, . flv. peroent (Sin dlloount of
tM talC petd II eUowd.
PENAlTVI
Thl 1S;: tax lWl..ty nor.-partJolpeUon ponalty It oOllPut_d on the total of the tax and Int_r..t alll...ed, and not
Pltld betor" J....u.ry ill, 1996, the flr.t day aft.r the .nd of the t8X "Iln..ty p.dod. 'hit non-p.rtlclp.Uon
penalty It DPpealabl. In the .... a..nner and In the the .01. U.. plriod I!III YOU would app..l thtl taN and Interut
th.t hat been alllell18d .. indloa'i:.d on thl1 noUce.
INTERfSTI
lnt.r_.t I. ch.rgld bGglnning with flr.t day of dellnqu.noy, or nln. (9) Ilonths end on. (1) d.y frOl the date of
d.ath, to the date of paY"nt. Taxa" which lIec"l$ delinquent before January 1, 1982 bear Inter..t at the r.te of
six ((.;:) perc.nt per annul o.lculated .t a daily tate of .000164. All tax.. whlchbecMtl delinquent on and After
January 1, 1982 will bear Int.r.st at a r.t. which wl11 v.ry fro~ o~l.nd.r ya"r to oslendar ~.ar wJth th.t rate
etnftOuno.d by thl PA DIP8/.tHnt of R.vlnu~. Th. applicable inbrolt rate. for 1982 through 2001 .rel
Voar Inbr.st Ratl Dally Intor.st Faotor V.ar Inhro.t R.t. Daily Inter..t Faotor
1962 20;( .000548 1992 9Y. .000247
1983 16;( .00004 1993-1994 7>. .nOOl92
1984 11;: .000301 1995M1998 91: .000247
1985 13:< .000356 1999 7% .000192
1966 11):< .000274 2000 8;: .000219
1987 9X .000247 2001 9X .00OZ47
19a8~1991 11:< .000301
ulnt.r..t It cftloulated .. follo~"l
INTEREST . BALANCE OF TAX UN~AIO X NUNBER OF DAYS DELINQULNT X DAILY INTEREST FACTOR
-~AhY Notlco l..ued .f~lr thl tax blOo... dlllnquent will ref10ct an Int.re.t calcul.tlcn to fifteen (IS) d.ys
blyond the date of tho ........nt. If paY.lnt It; IIsde flfter the Interlst co.putatlon date .hown on the
NoUce, additional 1ntlr..t IN.t b. (lalculBhd.
PIlRSCJW.TY
INOOIMB AOO'ANl'
Rl!CEIPTS
AoClOml:Mt charges hi.alelf with the
following:
l!OOO
NOv 15 !'NO B!lJlk, N.A. - Interest $ ,24.07
Dee 14 PNO Bank, N.A. ,- Interest 25.26
Sub-total $ 49.33
2001
Jan 17 !'NO Bank, N.A. - Interest 27.79
Feb 13 PNO Bank, N.A. - Interest 15.33
21 Harry Schlosser Trust - Interest (Final) 7.59
Mat' 15 PNC Bank, N.A. - Interest 15.49
Apt' 16 !'NC Bank, N.A. - Interest 15.94
May 14 PNC Bank, N.A. - Interest 13.43
'101'AL PIlRSCJW.TY INOOIMB A<XX.Un' RIOC:BIPTS $ 144.90
PERfDIALTY
INCDIE A<XX.Un'
Ii'XPENDI'lURF.S
Accomtant aakB credit for the
. following:
2001
Mat' 25 United State Treasury - 2000 Fiduciary Income
Tax on Interest received on Estate
Account in PNC Bank $ 4.25
25 PA Department of Revenue - 2000 Fiduciary
Income Tax on Interest received
~l Estate Account in PNC Bank 1.38
'101'AL PfIJlOCNALTY I\IKXl'I.E A<XXUlT EXPENDlTURES $ 5.~
WHBRBAB, the First and Fi~al Account of Frederick Schlosser, Jr.,
Executor under the Last will and 'I'estament was on Jllnuary 13, 1998
confirmed absolutely llnd distribution decreed to l'rederick Schlosser, Jr.
in accordance with the Proposed Schedule of Distribution: and
WHBRBAB, the Court of COI1l1lOn Pleas of Cunverland COunty,
Pennsylvania, orphans' Court Division, on January 15, 1998 entered a Decree
Awarding Real Estate to Frederick Schlosser, a/k/a Frederick Schlosser,
Jr. ~ and
WHEREAS, final distribution of the Estate of Elizabeth Schlosser
was made on February 25, 1998 to the said Frederick Schlosser, Jr.: and
ltlIII!REAS, Frances K. Ressler, formerly Frances K. Schlosser, the
life beneficiary under the will of Harry F. Schlosser died on December 7,
1994 and the First union National Bank, Trustee under the will of Harry F.
Schlosser engaged International Genealogical Search, Inc. to locate
Elizabeth schlosser (niece of Harry F. Schlosser): and
WHEREAS, on August 25, 1999 International Genealogical Search,
Inc., by telephone to William L. Sunday, attorney for the Estate of
Elizabeth Schlosser, requested a Death Certificate showing her father's
name and mother's maiden name: and
WIIEREAS, by letter dated September 10, 1999, William L. Sunday
was adviSed by First union National Bank that the Estate of Elizabeth
Schlosser and her brother Frederick Schlosser, Jr. were entitled to share
in the remainder of the Trust of Harry F. Schlosser: and
WHEREAS, Elizabeth Schlosser and her brother Frederick Schlosser,
,lr. apparently had no knowledge that they were the remaindetmen under the
will of Harry F. Schlosser: and
WHEREAS, after the Executors and residuary beneficiaries of the
Estate of Frederick Schlosser, Jr. executed a Renunciation of their right
to open the Estate of Elizabeth SChlosser, Letters of Adninistration
D.ll.N.C.T.A. were issued to william I" Sunday 011 February 15, 20001 and
W1fBRlWl, on August 4, 2000, William L. Sunday, Administrator
D.B.N.C.T.A. of the Estate of Elizabeth Schlosser waived the filing of a
formal account and sent For:m W~9 to ~'irst union National Bank, Trustee as
aforesaid: and
W111!RE1\S, by letter of August 31, 2000, First Union advised
William L. Sunday, Administrator as aforesaid, that the Trustee would
reserve Nine 'It1ousand ($9,000.00) Dollars until it was in receipt of tax
clearance for possible additional PA Remainder Inhel"1tl'lnce Tax that might
be payable by the Trust: end
WfIBREl\S, by Receipt, Release end Indemnification Agreement dated
Septent>er 18, 2000, William to. Sunday, Administrator as aforesaid, inter
alia by paragraph 6 "Agree to refund eny part or all of the distribution,
to the Estate of El.izabeth Schlosser, deceased, if later found to be made
in error, even if due to negligence, and that payment should have been made
to others, or for taxes or other clailM and expenses.": and
WlfEREAS, by letter. dated October 2, 2000, First Union, Trustee as
aforesaId, forwarded two checks dated September 26, 2000 in the aggregate
amount of Forty-five Thousand six Hundred Fifty-one and 46/100 ($45,651.46)
Dollars (principal $37497.66 and Income $8153.80): and
WfIBREl\S, First union, Trustee as aforesaid, paid to "Register of
Wills Agent, Interest of remainder PA Inheritance Tax" on November 21, 2000
in the amount of Six Thousand Four Hundt'ed Twenty-four 09/100 ($6424,09)
Dollars: and
WfIBREl\S, by checks dated February 1, 2001, First Union, Trustee
as aforesaid, paid to the Estate of Elizabeth Schlosser $1528.10 on
principal and $281.04 on income, in final settlement of the distributive
share due the Estate of Elizabeth Schlosser: and
NIII!REI\S, the ColTlllOnwealth of Pennsylvania by Notice of
Inheritance 'fax Appraisement, Allo'~ance Cir Disallowance of Deductions and
Assessmeent of Tax dated May 7, 2001 accepted tho Tax Return as filed with
no balsnce of tax due: and
WHBRBAS/ the balance for distribution in the Estate of Elizabeth
Schlosser is distributable solely to the Estate of Frederick Schlosller,
a/k/a Frederick Schlosser, Jr.
I<<:M KH>I M.L PI\:RSCfiS BY TllE3E I'RESmrs, that we, Jacob Braun and
Margaret Munz, Co--Executors of the Estate of Frederick Schlosser and
individually as the sole residuary legatees and distributees under the Last
will and Testament of Frederick Schlosser and the only persons entitled to
share in the distribution of the residue of the Estate of Frederick
Schlosser, do hereby declare and say that we, and each of us, have examined
the foregoing Account and Schedule of Distribution and find the same to be
true and correct and in strict accordance with the terms and provisions of
said will of Elizabeth Schlosser and do hereby acknowledge that we, and
each of us, this day, have had and received of and fran William L. Sunday/
Administrator D.B.N.C.T.A., of the Estate of said Elizabeth Schlosser,
deceased, the cash set opposite the name of the Estate of Frederick
Schlosser in the above stated Schedule of Distribution, in full
satisfaction, payment and discharge of all such sum or sums of money,
legacies and bequests, share or shares, purparts and dividends which were
due, owing, payable and belonging to the Estate of Frederick Schlosser and
by any means whatsoever, for or on account of the Estates full share, part
or dividend of the Estate of Elizabeth Schlosser and all interest accrued
thereon.
I<<:M THBREFORE, we, Jacob Braun and Margaret Munz, Co-Executors of
the Estate of Frederick Schlosser and individually as the sole residuary
legatees and distributees under the Last will and Testament of Frederick
Schlosser and the only persons entitled to share in the distribution of the
residue of the Estate of Frederick Schlosser, do by these presents remise,
release, quit-claim and for'ever' discrarge the said william L. Sunday,
At'ministrator D.B.N.C.'l'.A., his heirs, executors and administrators, of and
from the said share of the Estate of Elizabeth Schlosser, and of and
ft'om all aotionll, suits/ plIyments, accounts, reckonings, cll1ima .snd demands
whatsoever, for or by reason thereof, or of any other aot, matter, oause or
thing whatsoever, from the beginnJ.ng of the world to the day and date of
these said presents.
AND, desiring to avoid the delaying and expense of the settlement
of the Estate of Elizabeth Schlosser by filing the foregoing Account of
SIIid Adninistration in the Office of the Clerk of the orphans' Court of
Cumberland County, Pennsylvania/ and by having the balance in the hands of
the Aaninistrator D.B.N.C.T.A., as shown by said Account, d.l.str.tbutt'ld by
the Orphans' Court Division, of the Court of COlTlOOn Pleas of Cumberland
County, Pennsylvania, we, and ellch of us, do her.eby agree that the
foregoing statement concerning the manner of settlement may be recorded
with the SlIme effect upon us, and each of us, as if the same had been
reported by the Orphans' Court Division, of the Court of COIlIllOn Pleas of
CUmberland County, Pennsylvania.
AND, in consideration of the aforesaid settlement being made
without the aid of said Court of Common Pleas - Orphans' Court Division, of
Cumberland County, Pennsylvania, that we, and each of us, Jacob Braun and
Margaret Munz, Co-Executors of the Estate of Frederick Schlosser and
individually as the sole residua(y legatees al~ distributees under the Last
will and Testament of Frederick Schlosser and the only persons entitled to
share in the distribution of t.he residue of the Estate of Frederick
Schlosser, do hereby agree that if any debts or demands other than those
inoluded within The First and Final Account of the said WJ.lliam L. Sunday,
Adninistt'ator D.B.N.C.T.A., of the Estate of Elizabeth Schlosser, deceased/
as hereinbefore set forth, shall be hereafter recovered against the Estate
of SIIid Elizabeth Schlosser and be legally payable out of the same, that
we, and each of UIl, shall return to William r.. Sunday, Administrator,
D.B.N.C.T.A, such ratable amounts thereof as may be necessar.y to pay such
debts or' demands.
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