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Home My WebLink About97-00349 ~T WILL AND TESTAMENT OF KARL S. PRETZ I, Karl S. Pretz, of Camp Hill, PA, revoke my former Wills and Codicils and deolate this to be my Last Will and Testament. ARTICLE I PAYMEKf OF DEBTS AND EXPENSES A. I direct that my just debts. funeral expenses and expenses of laat illness be first paid from my estate. ARTICLE II DISPOSITION OF PROPERTY A. Tangible Personal Property. Subject to the preceding provisions of this will, I direct that all of my jewelry, clothing, personal items. furniture, household furnishings I automobile(s). and other items of tangible personal property be distributed to my child(ren) in equal shares. If a child of mine does not survive me. such deceased child's share shall be distributed in equal shares to the children of such deceased child who survive me, by right of representation. If a child of mine does not survive me and has no chi.ldren who survive me. such deceased child's share shall be distributed in equal shares to my other child(ren). if any, or to their respective children by right of representation. If no chi ld of mine survives me I and if none of my deceased child(ren) are survived by child(ren), my tangible personal property shall be distributed to the beneficiaries of my residuary estate. B. Residuary. I direct that my residuary estate be distributed to my child(ren) in equal shares. If a child of mine does not survive me. such deceased ahild's share shall be distributed in equal shares to the children of such deceased child who survive me, by right of representation. If a child of mine does not survive me and has no chi.ldren who survive me. Buch deceased child's share shall be distributed in equal shares to my other child(ren). if any. or to their reapective children by right of representation. If no child of mine survives me, and if none of my deceased child(ren) are survived by child(ren), my residuary estate shall be distributed to my heirs-at-law as determined under the laws of the State of PA. ARTICLE HI NOMINATION OF EXECUTOR A. I nominate Pamela Richards, of New Cumberland, PA, and _, of , , as co-Executors. without bond. If Ol'.e of the above nominees does not serve for any reason, the remaining nominee shall serve as sole Executor wi.thout ,and aoknowledged before me by Karl S. Pretz,the ed and sworn before me by, r , " , and -1 , witnesses, this day of ~ , 19 oaths Nolnrial Seal Kimberly D, Flinchbaugh. Nol.ry Public East Pennsboro Twp., CumberlAnd COUl'tv My Commission E,plres Mav 2.2 2.000 -5- /.;) - I 7Y-/ c..- R1V,I.IOO!K. 1""1 ~ 1 - j'ORDATlSO'DIA'HAmR12'~1191CIl.CKHIRI *' iNH::Jltl:~~E ~~~~l~~RN ~~:t=!~!~~J.!'-~~L"'I!lJl-- u____._ COMMONWI.UH OF "NNIYlVANIA (TO BE FILED IN DUPLICATE 19'0> '1_ 0034 lO> DePART Me NY Of R!VfNUf :J ':J Hm,~fJlli, ~~t'!:"0601 . WITH REGISTER OF WILLS) COUNTY COD~ . YEAR NUMB!R NT'$ N....M! (lAn, mn. AND MIOCH" INITIAl! .- n. -- --. --- --. D!C -O!~f'$ CO~~UT;'A01imr- . - Pretz, Karl S. Manor Car~ Health S~rvic~B SOCIAl &fCUlllfY NUMltll '--rlfOT1W..Ttl----~O', .iiiTH-.----. C amp 1I.i 11, P A 174-.20-0155 __lQ)/28/1997J2.YOil/1927 ('"T- C\lI!lQ.~ '" ,;;;;ruliilUO""N~ ..0011'1 N."~'iA" "UI 'NO ""'" ,.."", !:~' S~C~U~Tri' NUMi':.h.__.{MOUNT "':,~VIO ~: INSTRUCTlONSI ~-==---==: Cia 1. Original Return 0 2. Supplomental Return [J J. R.malnder Rllturn Ifor do'.. of d.a,h prlo, 10 12.13.92) D 4. limited e,tat. rJ 40. Futur. Int.r'I' Compromlle 0 .5. Fed.ral estat. Tax R.tur" Required If,,, dalll 01 dea,h ahIT 12.12.921 r3a 6. O,c,dent DI,d Tellal. 0 7. O.cedent MaIntained a lI...lng TrUll IAllach copy af Willi lAlla'" copy 01 Trul'l ~ ; ~ ..~.. bl~" OE1il _ a. Total Number of Safe O.polit 8ox,~ ~15 ...= B2 1\.. '" " . ....~ ",.t",;V-;.-'I'.!','" L.., t f{,"~l"1"l r.'I".tt";-1r."fl1'I'^" 'T;'I~V .~~~, ;', , . .'.:. ~,~ ',,~. " " 'of I ......J~ll' .J.', . ..~ "...(...1" ,...\.l.~~i,l.((....IJ,"':'L ot~.."~" I, . "" .,1.., ~.. ",)::('\.,..fil' . ,',,,.... NAMI Jan M. Wiley, Esquire me'HONe NUMIU 717) 432-9666 COMPlm MAILING ADD~US One S. Baltimore St. DillBburg, PA 17019 r!i :5 ~ III ... I. Real E.lol. ISchedule AI 2. Slack. and aond. (Sch.dul. a) 3. Clallly H.ld Slack/Partntllhlp Inlt""ISch.dul. C) 4, Mangas" and Nolel R.c.l...abl. (5ch.dule 0) 5, Calh, Balik Oepollts & Mlleellaneoul Personal Prop.rty ISch.dul. EI 6, Jaln'ly Owntd P,op.rty (Sch.dul. F) 7. TranlilT.(Sch.dule 01 (Sch.d"l. L) 8, Tofal Groll AII,tsltalal lln'l 1-7) 9. Fun.ral Expen..l, Admlnlltrati.... COlli. Mllcellaneaul Expe".. ISch.dul. H) 10. Deb", Mortgage Llabllllle., LI." ISchedul. I) 11, Tolal D.dudlo" 110101 Lln.. 9 & 10) 12. N., Volu. of Ellate ILlnt 9 mln" Lln. 111 13, Charltabl. and Governm.nlal a.qulIl' 15ch.dule JI 14, Nil Volu. Subl'd to Tax ILlnt 12 mlnu. line 13) 15. Spou.al Tra,,""lfa, dalt. of dea,h ohlT 6.30.941 See Inllrul110nl for Appllcabl. P,rcentage on R.....,.. PSI Sid., Ilnclud. valu.. Iram Sch.dul. K or Schedule M.) 16. Amount of lIn, 14 laxobl. al 6% ral. (1"c1ud. ...alu.~ from Schedule It: or Sch.dule M,) '7. Amount of lln. lA taKabl. 01 15% rat. (Includ. valu" from Sch.dul, K or Sch.dul, M.) 19. Principal lax du'IAdd la, from Lln.. 15. 16 and 17.) 19, C"dlll Spoulal Pov.rty Credit Prior Paym.nll --- + _.~-- + 20, If Lint 191. gllale' ,han lint 10, tnllllh. dlllll."e an Lint 2D, Thl. II 'h. OVERPAYMENT. liD 1,311.36 -...-- O. 00 .__.m___~ . 1';311. 3 6_--=~=== 111 121 131 141 - ( 5 I _~.2...JJ2.LJL1____. ....r ,.J' " '" l ! -, 181 29,057.81 "'~I III) 7,201.82 112) 21,855.99 1131 o .,00 114) _ 71 . R~~ ClCl 16 ) (7) __ 19 ) 2.301.00 4,900.82 110) l<,__ 116) 71 R~~ gCl . )( .06. 1.31] ,(; 117) . ,15. ! Ie ~ . B g 1181 Dllcount Inter'lt 119) 120) (Iwcll 11('10 ,f you Clfl' H.-qui'ShlH! {l ,('fund 01 you, OVl"puvrnl'nl 21. If lIn, 1811 Qranter thon lIn. lQ, ,nl., the differ.nce on lint 21. Thil i,th, TAX DUE. A, Enter the Inll'lr'll on th. bolan"l due on line 21 A, 8. f.nl,r thltolal of lIn. 21 and 21A on lIn. 218. This II the BALANCE DUE. _ Make Ch.ck Pavubl. 101 R.gln" of Will., Au..nl 121) 121A) 121aJ Under p.naltl" of perjury, I d.dar, thai I ha.... examined this rttlJrn, indudh\g accompanyIng Ich.dul.. and Ilotemflnll, and 10 the besl of my knowl.dg. and b,li.f, It II Iru., correct and complete. I d.clarelhal 011 recll 'Uate hal been reporled ollrue marke' ...alue. Declaration of preparer other than Ihe perlouol rtpr...nlall.... 'I bal.d on alllnformallon of wh h ~'parflr hal any knowledae, SIGNA' Of 'fR!lO~SPON 011 '1~1f"~G lpRt;.:. ..:A~itf--~--_..__._.__.__..__...._------_._._------------ if""E Yl(Lf, ich' f.s ~:"i~f1~prp1S.(::.r IIi J Is llJ_\c!Ln_Nt'w___c:..l!iT,~~.l:J.anc!.L_PA___ njJ!) ') o "U'ARP 0' Ell t~_'!!.J1.UENTATlVf AODRESS DATE .""'W'.(l, "Y , -Es.9.:.~~~~!!~1..!.n~110 ](._8 t . ~__~~.!.Is bll::: g, P ^ 1'1019 --If:--):'- / '7 n~ " LAST WILL AND TESTAMENT OF KARL S. PRETZ I, Karl S. Pretz, of Camp Hill, PA, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND EXPENSES A. I direct that my just debts, funeral expense A and expenses of last illness be first paid from my estate. ARTICLE II DISPOSITION OF PROPERTY A. Tangible Personal Property. SUbject to the preceding provisions of this will, I direct that all of my jewelry, clothing, personal items, furniture, household furnishings, automobile(s), and other items of tangible personal property be distributed to my child(ren) in equal shares. If a child of mine does not survive me, such deceased child's share shall be distributed in ~qual shares to the children of such deceased child who survive me, by right of representation. If a child of mine does not survive me and has no children who survive me, suoh deceased child's share shall be distributed in equal shares to my other child(ren), if any, or to their respective children by right of representation. If no child of mine survives me, and if none of my deceased child(ren) are survived by child(ren), my tangible personal property shall be distributed to the beneficiaries of my residuary estate. B. Residuary. I direct that my residuary estate be distributed to my child(ren) in equal shares. If a child of mine does not survive me, such deceased child's share shall be distributed in equal shares to the children of such deceased child who survive me, by right of representation. If a child of mine does not. survive me and has no children who survive me, such deceased child's share shall be distributed in equal shares to my other child(ren), if any, or to their respective children by right of representation. If no child of mine survives me, and if none of my deceased child(ren) are survived by child(ren), my residuary estate shall be distributed to my heirs-at-Iaw as determined under the laws of the State of PA, ARTICLE III NOMINA'fION OF EXECUTOR A. I nominate Pamela Richards, of New Cumberland, PA, and , of , , as Co-Executors, without bond. If one of the above nominees does not serve for any reason, the remaining nominee shall serve as sole Exeoutor without '. . t~ IN WIT~REO:'l~~~e s\bscribed mY~name below, this ~ day or ~\\\S_ \~l, KArl S. Pretz We, the underl!,igned, hereby certify that the above instrument, which consists of' ....:L.___._ pages / including this page / was signed in our sight and presence by Karl S. Pretz (the "Testator"), who declared this instrument to be his/her Last Will and Testament and wet at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names and addresses as witnesses on the date shown above. Witness Signature: Witness Name: Witness Address: ;--:11J JJg 8Jn4"\~-..~,J if {1=)1-f ( ~ ~!\( .;-A &,J V L /7-12.- L-l- h) fM~ ff",'-1' t III,) Ill' ~ ~ N > /' r $1 C14y..f /..;,' /I , t ~ 1 "to II I '--'- Witness Signature: Witness Name,: Witness Address: ~ .... /y ~ ~r JI/// A- / '/t'l/j Witness Signature: .LU{,V7t E- /.J1ad~ Witness Name: DAwrJ t, !3AIUTS Witness Address : .li~J .sp~f II o$.f-TtL( 503 (V, ~I Sr Sf CCt~.JA1 fA 170/1 -3- 11Yo1l110_(7"" . ,CC~NWUU'H 0' 'INN$VLVAN'A INHUlf.ANCI fAX IlITUIN 0II10lNT OlelOINT mlTi OF -= SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM I NUMBER I A. 8. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. KARl, S. PHE1'Z DESCRIPTION 1. I Fun.ral Exponl.I' 1St. Paul's Lutheran Church, 1. ,I ! : Admlnllffallvo COlli' Plrsonal Rapr...nlallv. Cammlulans Social S.eurlty Numb.r 0; Personal Repr...ntaflv., Vear Cammlulanl paid 2. : Attorney Fe.1 - Jan M. Wiley & Assoc. 3. Family Ex.mplian Claimanl _ Add"u of Claimanl 01 decedenf'l death Slr.et Addre.. Relallonshlp __ City Stal. Zip C..de Praba,. Fe.s - Register of Willsl Mise.llan.oul Exp.nl.I' Cumberland Law Journal (advert ise)1 The Carlisle Sentinel (advertise) I Filing Fee: Notary Fee: Escrow for add'l expenses, taxes, atof Lost Application Title & notarYI Ploal. Print or T . 1997-00349 -~ TOTAL (Allo enllr an lint 9, R.capltulaflonl (If mar. space II ne.d.d, In"" addltionall"Ht. of sam. Iii..) AMOUNT 125.00 1,450.00 86.00 60.00 40.00 23.00 10.00 500.00 7.00 is , 2,301.00 f-'~_~~~unt ._~.: t ~.d--3 MAKE CHECK PAYABLE AND REHIT PAYMENT TOl REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 17013 CUT ALONO THIS I.INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiV': is''7 - Eif - Ai:'jf - (0'9-: 9;T - NOY i OF - -oT YNHER"i i' AN-C E - YAX - A"P' pili.- is Ei-ii NT"; -Ai:. i."oWANCE" OR - - - - - - - - - - - - - - -"- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX KARL S FILE NO. 21 97-0349 ACN 101 11 an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 w111 reflect figures that include the total of abh returns asssssad to data. ASSESSMENT OF TAXI IS. A~ount of Lina 14 at Spou,.l rat. (1S) 16. A~ount of Line l~ taxablB .t Lin..I/Cl... A rata (16) 17. AnQunt 01 linB 14 t.xsbl. .t Coll.t.r.l/Cl..~ Brat. (17) 18. ~rlnolp.l Tax DUB TAX CREDITS: ---------------- PAYMENT RECEIPT DATE NUMBER 08-07-97 AA211618 (51l(!..~1 COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Df INDIVIDUAL TAXES INH(RITANCf TAW DIVISION DI::PT. 280601 HARRISOUPG, PA \71l8'0601 NOTICE OF INHERITANCE TAK APPAAI5EHENT, ALLOWANCE OR DISALLOWANC~ OF DEDUCTIONS AND ASSESSMENT OF IAK JAN M WILEY E5Q 1 5 BALTIMORE 5T DILLSBURG DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 12-01-97 PREY Z 03-28-97 21 97-0349 CUMBERLAND 101 PA 17019 ESTATE OF PRETZ TAK RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I. R..I Estatm (Schadule Al 2. Stockl and Ponds (Soh.dule BJ 3. Closehl Held stock/PartnerShip Int.rest (Schedulll C J 4. Hortgeges/Not.s Ra~.iy.ble (Sohedule DJ S, C.sh/Bank Deposits/Hisc, Parsonal Property (Schadulw EJ 6. Jointly Ownad Property (Schedule F) 7. Transfers (Sehedule G) 8. Total ASG.ts ) CHANGED III (2). (3) (4) (5) (6) (7) .......QQ. .00 .00 ,00 29.057.81 ,00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS; 9. Funeral Exp.nsas/Ad~. CO$ts/Hlsc. rxp.ns~s (Sch.dule HJ 10. Debts/Hortgage Liabilities/LI8ns (Schedule I) 11. Tobl Deductions 12. Net V.lue ~f Tax R.turn 13. Charitebl./GoY.rn~.ntal ~eqUettfi; Non-elected 9113 Trult. (Sch.d~le J) 14. Net Value of EGt.te Subject to Tax ( 9) 110) 2.301.00 4.900.82 (11) 112) 113) 114) NOTE I .OOX,OO. 21.855.99 X .06. .00X.15. IlB) DISCOUNT (') INTEREST/PEN PAID (-) .nn AMOUNT PAID 1.311.36 TOTAL TAX CREDIT BALANCE OF TAX DUE tINTEREST AND PEN. -- _...~-- TOTAL DUE -------~- (' ~ ~' 111'lhllJ j" lft.I/I KARL 5 DATE 12-01-97 HOTEl To inl~re proper eredit to your account, submit the upper ~ortion of 1his for" with your tal( payment, 29.057.81 7.201.82 21.855.99 .00 21.855.99 .00 1.311.36 .00 1.311.36 1.311.36 .00 .00 .------.:.0 0 J . If PAID AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION OF ADDITIONAL INnREH. IF TOTAL DUE IS LESS THAH II. NO PAVMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). VDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I I I .' RE.IRVATIOHt aatat.'Of d.o.~nt. d~Jnl en or b.for. O.oe.bGr 12, 198Z k_ if any fytur. Int,r..\ In th. .,tet.J. tranlftrrlU , tn PO.....lon,pr;.njOYM.nt to Cl~'1 B (0011et,r8!) blntfia!arll. of the dlo.dlnt .ft~r the 'xplret~on,ofany 'It.t. for IHliI or 'or lilah, tht Co..onwnlth hll,.by Il(pr.,aly r...rvu tht right to appralu lInd u.... tran,'.r Inh.rUanol h)(lIIi .t tho lawfulClp" B (ooUattral) rflt. on Iln~ such lutu.'. J"tor..t. PURPOSE Of NOnCEI 10 fulfill th, r.quirlllllnts of SectIon 21(,0 of the Inheritance and Estate Tax flot/ Act ZI of 1995.02 P.S. Seot 10n 9140 I. Detach the tOil portiON,~~,.",Js NotJtQ llnd submit with your paymont to the RQgistlill'o1 WUls pdnttd on thlil rlVlrta ,Id.. nl1ake cheCk or manGV order pllyablll to: REGISTER or ifILl,S, AGENT PI\VHENT I JtEFIJND (eR>! A rofund of " tl!ll( orodU, which Will not rll(llIutc.d on thll 1ftx Return, IBay ba rllquClShd by COIIIP1.Ung Sf! "APPlloation for Rofund of P~nn.yl\1anlll InhllrJtanc9 end E'tata T81(" (REV~1313). AppUcatJons ,VII lIvallabh "t thll OHloo of the R.ght.r of WHlt, any of tha 23 Rllvllnua OhtrJct Offlc.s, or by oa111n" the spellIal Z4~hotlr an.w.rlnll 'er...lce nUlllbors for for.. orderln"l In PennSYlvania 1-800~36i!~2Q50, (jutlldu PannsYlvanla snd w!thln ici(1I11 HlIrrhburu are" UI7) 761-6094, TOOII (17) 772~2ZSZ (Hurln" I_,palred Only). OIJECTION$1 Any patty in Inter."t not sethfllld with the apprl!Julllllnt, ~11()WanC8 or disallowance of deductions, or a.......nt of tal( (jncludlnu dJ,count or intarest) 8' shown on this Notice lIIust objtct within ,IKtv (60) day. of r.~~lpt of thh Notict bVI IDttIN IST'*'ATlVE COflftECTIONSl --urltten prot..t to thil PA OePlIrhlent of Ruvllnull, Roard of APPoals, n~pt, 2811121, tlarrhburg, PA 11126~1021, OR . -.lectlon to havo the IIIftttllr dahlrllined lit audl t of the account of thll persomll rllprosent"t I\la, OR "'8pp~81 to the Orphans' Court. Factual .rrors dhl::ovar'ed on thh &11'lUillllimt shOUld bll OIdclrOlSad In writing tal PA Ilellart",ent of Revenue. Bur.au of IncHvldual T~xe.. AnN: POllt AUGulIlent R.vhw UnIt. Dept. Z8D601, Harrilburll, PA 171Z8M0601 Phon4I (7171 787-6505. Su palla 5 of th. booklet "In.trucHon. fOl' Inhllrltanca Tal( R_turn for II AuJdlnt Dacadant" (REVMI50I) for an .l(pl~n9tlon of adMlnl.tratl~oly corr.ctable error.. DISCOUNT f If any tax nue is paid wlth1r1 th.e. (3) calendar aonthl after the decedllnt', duth, It fI.... p.rcant (S~) d1tcount of the ta>e IlIlid h "Howed. PENAL TV, Tho 151. tal( a-na.ty non-ParticipatIon ".nalty 1. co.puted on the totol of the tal< and inhrut ..\cl....d. end not PlIIld b.fore January 18. 1996, thll fir,t dllY alt.r tha and of tha hx alllnesty parlod. This non-partlciplltlon ponalty h appaalabla In th~ sau Ilanner tlnd in the th" IlIIII8 UI'I8 pltr iod fI' !fOU would .1313..1 thtl till( ana Intere.t <<Iat hat bean ...aft.ad d. indIcated on thJ. notlca. IHTF.ftESTr Intare.t J. &hargad b.ginnlng with first day of dalinquancy, or nlnn (9) "'onth. ~nd 008 (1) day frail the dato cf d..th. to the data of pay.ent. Tox.. which baoa.. dalinquant boforo January I, 198Z bear int.ra.t at the rate of ,lK (tj,;O puc!!nt par l!InnUlll cnloulah,.i at II dally rata of .000164. All taxo. HhJch baolllll dellnqulnt on ltnd aftlr January 1, 1982 w111 bllftr Internt at a r"ta which '1111 ~ary from \Jfllandllr )lnr to c..bndar Y4Iar with that ratn announoad by tho PA D.part..nt of R~vanu.. The applJclIble lnter..t raty. for 1982 through 1997 aral X!!! tntere.t Rllta DeJly Intarut f~ :!!!r Intar..t Rat. Dttily Intar.!!! Factor 1982' 20% .tlO0548 1987 9% .000?47 1'9U- 16:< ,000438 19a"-199l 11% .000501 1984 11% ,000301 1992 9% .000247 1'985 liiC .0003S6 J993-1CJ94 7% .000192 1986 10'< ,U00274 1995~1997 9% .000247 .-lntar..t 11 (laloul.tad .. fol1ow. : INTEREST. BALANCE Dr TAX UNPAID X NUNBER Dr DAYS DELINQUENT X DAIl.Y INTEREST rACTDR --Any Notlca I.tuad .ftar t~ tal( b.eolla, aallnquant will r.'laot an Intare.t calculation to flft.an (IS) d.~. b,yondtht dato of tht. usaUlIIent, If paY.ent II _lid. after the lnt.r..t oo..putlttJOn dlltl .hown on the Notice, additional lnt.r..t IIU.t b. cailJulatad. ,