HomeMy WebLinkAbout80-00121
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No. 21-80 .~
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
SMAil J;, i\H1~II;IU'IAN
, deceased,
JI'Il'old Il. NeLunc, Deputy
To Jatobamx~YAnd:eJ:SD<X Register of Wills for the County of Cumberlond,
in the Commonweolth of Pennsylvonio.
1$
Petitioneds) ore the execut OI'S * named in the Lost Will ond
Testoment of SUl'ah E. i\inullcnllun dated Septell1bel' 1. 19G5
Decedent wos a citizen of the United States and 0 resident of
Township
~K, Cumberland County, Commonweolth
Uppel' Allen
of Pennsylvanio.
Decedent died on
21st
doy of
January
~Ionday
the
A. D. 19~, in the County of
Cumbel'land
, State of
pennsylvania ot the age of S' 2 years,
:boo: Ix~x her
Decedent has not been married ond has not hod children born to !iljro(
since the execution of the obove descrjbed Will.
Decedent was possessed of personol property to the value of
unestimated and of reol estate to the value of
unestimated
as near as con be ascertained; said real
estate situated os follows Upper Allen Township
opply
Therefore, your petitioner(s) respectfully m~tw5 for the probote
of the said Lost Will ond Testament and for Letters Testamentary thereon,
Dated February 22, 1980
Nome and address
of Petitioner(s)
(2~-#(7L <7'l"[. ~
~ Jqseph M. Hess
130 Gettysburg pike, Meehanicsburg,
* See Renunciation and Request as
filed herein.
~{'. //,1 ;1~~
Rosalle M. Rolan
* named substitute Executrix,
Rosalie N. Hess nO\~ by marriage, 1711 Gray Drive, Mechaniesburg, PA 17055
CO~~~~~E~~THd OF PENNSYLVANIA ~ ~~ .:In ?/~~{
ss
COUNTY OF CUMBERLAND
Joseph M. Hess and Rosalie ~l. Roland
named in above application, being duly
soy(s) that the statements set forth in
s\~orn occording to low
this petition ore true to the
best of
their
'- '/}L. ,~
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knowledge and belief,
and subscribed before
S\~orn
me February 22 19 80
~ I Al~J>'\r\...r,101 Q Deputy
~~t"" Gtf-! ' '-
nil!!Ji'lare C. AA8Sf88F1, Register
(>7
, krU~l,
Filed; February 22, 1980
O)/-cf'IJ-/:l/ /I-!"."
Attorney: SNELBAKER, McCAIXB & ELICKER
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LAST WILL AND TESTAMENT
I, SARAH E. ZIMMERMAN, of the Township of Upper l\llen, County
of Cumberland and State of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this
as and for my Last Will and Testament, hereby revoking and making
void all former wills and codicils by me at any time heretofore
made.
1.
I order and direct that all my just debts and funeral expenses
be paid by my Executrix or Executors, as the case may be, herein-
after named, as soon as conveniently may be done after my decease.
2.
All the rest, residue and remainder of my Estate, real, personal
and mixed, whatsoever and wheresoever situated, I give, devise and
bequeath unto my sister, ANNA MARY ZIMMERMAN, absolutely and in
fee simple, if she survives me.
If my sister, ANNA MARY ZIMMERMAN, should not survive me, then
and in that event I give, devise and bequeath my said Estate in equal
shares unto the children of my sister, Ruth F. Hess, namely, ELVIN B.
HESS, GALEN A. HESS, C. MARLIN HESS, JOSEPH M. HESS, ROSALIE M. HESS
and RACHEL R. HESS, share and share alike, the issue of any deceased
beneficiary taking their ancestor's share by representation.
3.
I nominate, constitute and appoint my sister, RUTH F. HESS,
to be the Executrix of this, my Last Will and Testament, but if
my said sister should fail to qualify as such Executrix or cease
so to serve, then I nominate, constitute and appoint my nephew,
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
'I'his..,...,.. ,..........., ......, ...,..,..,.....,................... ........ day of .............. ......, ,............... ..,............. ........... A. D" 19..~.Q...,
before me Il' "'1"'" [;' ,--'.... ...., Register for the Probate of Wills and gr'anting letter~ of Administration
in and for' said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
,..,.".,...,.,..,.." ..I.~~~!)~ ,r;~" .c;.".,;:!!"!!: ;J,.~,~.1~ ~!:..!'! .I).~...f. ~~!:!:,I).9.t;".!l:... ~!.'?,~,'?.i,~~!:...........,...,.,."...,.."....".,."....,...,....,....,
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ......~~~:~!:...J;:,:..,?!~!')!1,1.~.~.~!"!.....................,.................................. Dated ..$,t;.p.!;!:!1.1.~.~.r...b.J,~,~,?...
latcof...................I)J?,p.!';!:..?>:!-.1~,',1..^~!m.~.I,1~P.........................,...................... Cumberland County Pa., deceased
who being duly ........!!~.'?r.~........................ according to law, depose and say, that ..,t\1!';y...~.~.~.'?..................
present, and saw and heard the testa.tJ;'J.::<...............,..,....., ..........9.~F.'i!,/:1...I;:"...(!~!!l!!1.~,mHHl.............................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h.e.J:........... Testament
and Last Will, and at the lime of so doing ..............~!)!:'.............................was of sound and disposing mind
memory and understanding, to the best of ...........,~.',~~~!:..........:~.....-:1nowledge, observation and belief.
."~c',,,""i2.~~~"'~........
....~~I-d.r."',s-!\,~..::X..'-";,;';':;.<f..:Y.:...,....".
Sworn d'
............................................... an subscnbed before
..~.0I.1..1\..~(5.,..,))~~'l.....~L~,.I~
R:~I.~.d 15. :...L......, Register ~ ~'J
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA 1 ss:
COUNTY OF CUMBERLAND \
....,.... .....,."".""..",." .......... ".,.,..,...., ....~.'?~.!';p.!)"tl,:...!!!';~!!... ...... ..,."""...,.. ",. ......,.",...",........".,....,......being duly
..............~!'!9.~!:1........................ says that as nearly as can be ascertained the said decedent ..........................
,...",......,...,....,...."",...,.,.,. ~ ~!:~ 1:., f..:., ,?!~!')!1,1.~.;','TI~!!........".,.,.,.,."",..",.......... ...............,..........,.."....,.....,... .died on
.............~?~~f!y........................ the ......~~!'!!..................day of .............::!f!.':l.'!.?E~...................,..... A,D" 19...1;l,Q..
at or about .........J.~,:,~.~..................... o'clock, J\M.
..............;:!~~~,r;D............................and subscribed this
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,;;/',u;L..72c..kc::'m.........
................................................ day of .......................,
19. ..~.Q.... before
cj/.~t':y.c:!,~~,;j, .
R'h,L.J. Eo @II J,.I~egister r '1 "{r
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PI~NNSYLVANIA }
COUNTY OF CUMBERLAND SS:
Before me. the Register' for the Probate of Wills IInd granting of Letters of Administration in and for
th C t fC b'l d .., II . JoSe!,!1 ~1. Hess and Rosalie N, Poland
e oun yo urn el an . persona y came ................,..... ..........,.....,..............,......,.................\.....................
who, being duly ....liWRrJl............... do .......,., depose and say that as....,~))~..,I;:.::<,~m!.t9.J:!?.......,.....,..................
of the last Will and Testament of ..........,!?,~~:~!)..~.:...~~~!~.~,~.~,~....................,.......,..............,............deceased
.......:tI:>.~.Y.......... will well and truly administer the goods and chattels. rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances, ....~!'!.9J:n............. and subscribed
before me,
,..........!f,!:~,;:~~.D'...,..?~.f.....I?!?9. A. D.. 19............
~~~.~c::;\~c.~....,.."....".~.~?~.~y
R~---n"l, RegIster
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DECREE
Be it remembered that on the ,........?~.~~..... day of ...,............~~.?~.';1,~~.L............ A, D., 1@~......, there
was probated and recorded the last Will and Testament of ..,S.'!,J;'.\l.n,.I';.....7...:i.ml)1~I:{1).11,1)................,.........,....,...,
late of ,.....,~?~,7.=...~~~.:.':l...'!:?~~~~!~.~.l?..........,.. ........ ....,.. Cumberland County. Pennsyl vania. Deceased. Letters
..,..,.""...... .~~.~, ~ ~~~~,~ ~::.:r....,..... were gra n ted to ... J ,9.~,<;,P.~,. ~!:.,. ).I,<;,~,~... ~ 1).9.. .R'?~ ~,~ ,t.~.. N"" R~ J.<! p..~.."",.....
Witness my hand and official seal the day and year aforesaid.
'-~~~~~11~Ai~,....,..,'~~~,~ty
....1...... . ....J_..:., . Register.
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.21 80 : ~~t
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No:...............................
Renunciation and Request
-------
In tho Mauor of tho Estato of ..............J?i!J:.<;1.!L~......,i'<;i,mt1!.~.n~.~!.L............................................................................
To ..,..!.!~,~:.'?):.!!...!!.:....t!s!.,~.!).c:'.,...n!'!m.I.);.Y............................................................... Esq" Rogistor for tho Prob.te of
Wills and granting LeUers o( Administration for tho Cou nty of Cumberland. in tho Commonwoalth of Pennsylvania,
.......r... the undersigned, being tho .. ...I]~!!l.~g....E.1i.~.9.h'.!;.J;:!',"...t!.I]g.~.r....!;!.1q...!.!f!.$..t ...\v.:!..!.. !....f!JU;\...'J.'~.?.t.i!m.f;!.n..j:
of the said Sarah E. Zimmerman
..................................................................................................................................................................................................
..................................................................................................................................................................................................
..................................................................................................................................................................................................
..................................................................................................................................................................................................
do horeby renounce ....................I))Y...................................... right 10 have Letters .....1'.~13.t?m~n:t~.r.y..........................
.......................................................................... on said Estate issued to h.........................~.~............................................
................................................................................................. .................................., and do horeby request you to grant
tho same to ..........J.9.1?~.P.!l..kl.....lIg?:;;...p..mL.RR.?..\I),.;i,~...a....RR.L.<Ind...................................................................
Witness......ffiY..... ..h.nd..... ...... .... .and seal. ...... ....... ..this,... ..., .J..-.... /.... .<<4?......................... ................... ........
day of ......::;p...t.~lJ.M1...............A, D. 19...!l.R
s~~~','J.~~~t:.... ......~~~.~~~~::~::
................... .... ....................................................... ................................................................(L.S.)
..............,.........,..... ................................................ ................................................................(L,S,)
................................................................................ ................................................................ (L, S,)
............................ ......................................... ....... .... .......... ........ ............. ................................. (L, S.)
....__.......................................................................... ................................................................(L.S.)
Be..
.
oatober 21, 1980
'UAB I. lIID1BI1M.U
;CUllbedan4
ii"
~", ' SEAL
TAX AT 6%
TAX AT 15%
TAX AT %
r, ~ye.
ESTATE TAX
m
m
RECEIVED BV
REGISTER OF WILLS
TOTAL TAX CREDIT
. ",'/. ,~;'~::~,
;", .:\.,
. .' ,:.,>",i~:i':,.
13,640~ 7Ii:!:?;
. ,..:,':!~
LESS DISCOUNT
PLUS % INTEREST
(FROM I TO_1
TOT4 AMOUNT PAID
13,640.'7I:i~?:
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1C'--21-i'{!
REy-....g (1-80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITAHCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARV
(Instructions on Reverse Side)
~~
Estate of Sarah E. ZinUllel'maI!..-.
Dote of Deolh
.January 21 , 1980
Last Address 130 Gettvsburg pike
Social Security No.
20li,-30-Gl09
HechanicsbuJ::g PA
(CITYI (roTATE)
17055
Bureau File No.
tZu'l
County File No,
21-80-121
1. Decedent died:
( ) Intestat2 (without a will)
(X) Testate (leaving a last will--copy attached)
2. Is the liling 01 0 Federal Estate Tax Return required for this estate?
Yes_ No
X
3. ( X) Executor/Executrix
) Administrato rI Administratrix
Name
Joseph N. Hess
Rosalie M. Roland
Nechanicsburg
(CITY)
PA
17055
1711 Gray Drive
~Iechanicsburg
PA
17055
Address 130 Gettysburg Pike
(STATE)
('ZIPI
4. All correspondence should be mailed to (X) Attorney
Fiduciary.
S. If an attorney is representing the estate, indicate:
Name SNELBAKER, NcCALEB & ELICKER
Address 44 \~est ~1ain Street
Mechanicsburg PA
tCITY) ('"TATEI
17055
(ZIP)
List 011 sale deposit boxes registered in the decedent's individual nomec or iointly with, or os an agent or deputy
of another, or in decedent's individual name with right 01 access by onotner as agent or deputy. Include the name
and address 01 the bank or other institution where the safe deposit box is located, the name (s) in which the box
is tegistered and the relationship 01 the ioint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR HAMES IU WHiCH
SAFE DEPOSIT BOX IS REGISTERED
RELA TIOHSHIP OF JOINT
HOLDERS TO DECEDENT
The First Bank and Trust Com an
Decedent
Main and Market Streets
Ruth F. Hess De ut
Mechanicsburg, Penns 1vania 17055
Under penalties 01 perjury, I declore that I hove examined this return, including accompanying schedules and
statements, and to the best 01 my knowledge and,,?"'lieflit OS)~ ' c~r_ t and complete,
""2007.10 ' L - ~ - ----
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SIGNATURE OF FIDUCIARY
/O/:JIJ Is~'
I r
DATE
I
I
I
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
I. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file
a return:
a, The personal representative of the estate of the decedent as to property of the decedent administered by him
and such additional property which is or may be s'.Jbject to Inheritance Tax of which he/she shall have or
aCQui re knowledge;
b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided thilt no separate return need be made by the transferee
of property included in the return of a personal represcntative.
2, PLACE FOR FlUNG
The return is to be filed in duplicate w:th the Register of Wills of the county wherein the dccedent resided,
3. TIME FOR FlUNG
The return is due nine months after the decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within the nine-month period.
4, FAILURE TO FILE RETURN
Section 791 of the 1961 Statute provides that" , , ,any person who willfulll' fails to file a return or other report
required of him. , ,shall be personally liable, . ,to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law,"
5, TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others,
6. PAVMENT OFTAX
The tax assessed on the transfer of property reported in the return is due 9 monlhs after the decedent's death, Interest
at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAVMENT IS ALLOWED,
All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Department of Revenue.
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable for the tax,
8, FlUNG OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
INSTRUCTIONS FOR COMPLETING SCHEDULE "A"
Schedule "A" should include a detailed description 01 all real property locoted in Pennsylvanou
and held solely by the decedent or held jointly with another individual (s) as tenants in common. List the
decedent's percentage 01 ownership and the estimated market value 01 the decedent's interest. (Property held
as joint tenants with the right 01 survivorship or tenants by entireties should be reported on Schedule "E".)
All real estate located in Pennsylvania should be described by lot and block number, street
address, number 01 acres and general description allond and buildings, Also, include the book and page
number in which the deed is recorded and the exact title as indicated on the deed. If the property has been
sold, attach 0 copy 01 the settlement sheet, If the praperty is subject to a mortgage encumbrance, include
the name af the mortgagee, date, rate 01 interest and the outstanding balance on the date of death and
attach a statement from the mortgagor verifying the outstanding balance.
Property taxes and interest on mortgages as of the date 01 death, assessments and other
encumbrances should be listed on Schedule "F". Do not deduct them on Schedule "A".
OREV.451 (1.80)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
(lnstrucrions on RcvefSO Sidt!J
Eslate of Sarah E. Zinunerman
ITEM
NO,
DESCRIPTION
1
2
3
4-
Medicare payment, Pennsylvania Blue Shield
Cash in decedent's possession
Medical claim benefits, Mennonite Mutual Aid
Association
Checking account No. 160-753-0, The First
Bank and Trust Company of ~Iechanicsburg,
Pennsylvania, balance on date of death
Savings account No. 503-536-5, The First
Bank and Trust Company of Mechanicsburg,
Pennsylvania, balance on date of death
Certificates of Deposit, The First Bank and
Trust Company of Mechanicsburg, PA
Certificate No. Amount Accrued Interest
24-00 $ 3,500.00 54-.27
2437 5,000.00 121.81}
2572 1,000.00 3.02
2664 1,000.00 9.06
2791 2,500.00 9.06
3934 1,000.00 116.52
433B 1,000.00 15.30
4339 12,000.00 33.58
72 shares, capital stock, The First Bank and
Trust Company of Mechanicsburg, PA @
$135.00 per share
Demand note for $3,000.00 unpaid balance
$3,000.00; given January 1, 1977, by W.
Lee Roland and Rosalie H. Roland to Sarah
E. Zinunerman, decedent herein, with intere
ay 6% per year.
5
6
,7
8
accrued interest
Continued on Page 2
UNIT
VALUE
ESTI MATE D
MARKET
VALUE
$ 167.28
58.00
24.61f
1,488.lf2
3,918.35
3,554.27
5,121.84
1,003.02
1,009.06
2,509.06
1,046.52
1,015.30
12,033.58
9,720.00
3,000.00
10.36
TOTAL THIS PAGE continued
*
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Yl
INSTRUCTIONS FOR COMPLETING SCHEDULE "B"
Schedule "B" must include alllangible and inlangible personal properly
owned individually bV lhe decedenl at the time of death, Properly owned
joinllv Wilh anolher parly or parlies should be Iisled on Schedule ''E'' - . Jointly
Owned Properly. Intangible personal property, titled in the name of the decedent,
but pavable at dealh to anolher parly or parlies, including bUI nOllimiled to
p, O. D, U, S, Savings Bonds and Tenlalive Trust Accounts, must be listed on
Schedule "B".
Tangible personal property should be listed firsl. Examples of tangible
personal properly are jewelry, wearing apparel, household goods and furnishings,
books, paintings, aUlomobiles, boalS, snowmobiles, aircraft, etc.
Inlangible personal properlv includes cash-on-hand and in the bank, stocks,
dividends, bonds, mortgages, lreasury certificates, notes, together with accrued
inlerest, salaries or wages, insurance payable to the estale or fiduciary in said
capacilY, partnership inleresl, etc. An interesl in anv undislribuled eSlate or
income from anv properly held in lrust under the will or agreement of anolher
even though localed outside of Pennsylvania al the time of dealh should be
Iisled on Schedule "B",
A completed Parlnership Interesl Report (REV-894) musl be attached for
each partnership or joint venture, and a compleled Closely Held Corporate Stock
I nformalion Reporl (R EV .893) musl be attached for each closely-held business
inleresl or sole proprielorship reporled on Schedule "B".
QUESTIONS CONCERNING PROPERTV TRANSFERS
1, Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) NO
2, Did decedent, within 1I'<Il years of death, transfer property from himsel f! hersel f to himsel f/hersel f and another party
or parties (includinR a spouse) in joint ownership? (Answer "Yes" or "No",) ~
3, If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time of transfer,
b, Copy of death certi fi cate,
c, Affidavit by the attendinR physician indicating the state of decedent's health at time of transfer,
d, All allIer information supporting nontaxability or transfer,
4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after hiS/her death? (Answer "Ves" or "No".) NO
a, Was there any possibility that the property transferred might return to transferor or hiS/her estate or be subject
to his/her power of disposition? (Answer "Ves" or "No".)
b, What was the transferee's aRe at time of decedent's death?
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the riRht to income from the property transferred? (Answer "Ves" or "No" ,) NO
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No",) NO
6, If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others,
7, Did decedent in hislher lifetime make a transfer, the consideration for which was transferee's promise to pay income
to Of for the benefit or care of transferor? (Answer "Ves" or "No" ,) NO
8, Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of
a feserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "No" ,) NO
9, If the answer to eiRht above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No" ,)
REV--453 U-801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE"D"
BENEFICIARIES
(Instructions on Reverse Side)
Eslate of
SARAH E, ZINNERNAN
BENEFICIARIES AND ADDRESSES
Elvin B, lIess
150 Gettysburg Pike
Mechanicsburg, PA 17055
Nephew
SURVIVEO
DECEDENT
Yes
DATE OF
BIRTH
RELATIONSHIP
Galen A. lIess
R. D. 1
Dillsbur PA 17019
Nep h e\~
Yes
C. Marlin Hess
843 Barcelona Drive
Freemont, CalifOl'nia 9lf536
Ne hew
Yes
Joseph M. Hess
130 Gettysburg Pike
Mechanicsburg, PA 17055
----------- ----
Nephe\~
Yes
Rosalie M. Hess, now by
marriage, Rosalie M. Roland
1711 Gray Dl'ive
Niece
___-Yes_____
Mechanicsbur
PA 17055
Rachel R. Hess
459 Seasons Drive
Dillsburg, PA 17019
Niece
Yes
The above beneficiaries are living at this time except for the following:
NAME
~
INTEREST OF BENEFICIARY
one-sixth (1/6) of
the residue
One-six th (1/6) of
the residue
one-sixth
the residue
one-sixth (1/6) of
the residue
one-sixth (1/6) of
the residue
_DJJS!-=1>.iX th I1L6) of
the residue
DATE OF DEATH
INSTRUCTIONS FOR SHCEDULE "D"
1. List full names and addresses of all who have an interest in the estate
either vested, contingent or other interest,
2. Indicate lhe beneficiary's relationship to the decedent, Specify if
stepchildren or illegitimate children are involved,
3, Indicate "Yes" or "No" if the beneficiary survived the decedent.
4. Indicate lhe date of birth of the beneficiary if the interest is a life
interest, lerm certain interest or a future interest.
5. Indicate the interest of the beneficiary in the decedent's estate,
For example: Specific bequests of a diamond ring, savings bonds
or cash of $5,000; bequest of 25% of residue; remainder interest; etc,
6. At the bottom of Schedule "D" state those beneficiaries who are not
living at lhe time the return is being filed and include date of death,
--.- -
. ." .--..,:-:;.~,:':-'
"REV0454 (l.BO)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
'*
(1Ilstfllct;ons on Reverse Side)
Estate of Sarah E. Zinunernmn
P
TOTAL E VALUE OF DEPARTMENT
ITEM DESCRIPTION MARKET ~ DECEDENT'S VALUATION
NO, VALUE E INTEREST (0 fficiol Usa Only)
N
T
NONE NONE NONE
.
"
, .
. ,
:
TOTAL THIS PAGE NONE N HliV
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RCC-89
COM\lO~WEAT.TII Ill-' PENNSYLVANIA
Hepar t.ment of' I\nvenue
ENTRY INTO SAFE DEPOSIT nox
TO IlEMOVl': A \\'1 LJ, 011 CEMETlmV DEED
J f: I' I I (i "V 3 /, / '7 ,P(i
(Date of Entry)
c' ), f '::i
1. Name of decedent: )Orfi ,-;. , ,. '\ n,-.". "t-'r j-Yln n
2. Address of decedent: / :; () f.- ('-11" r I) {, ( " {o,' j( 'e /J" r" / / ICc- ..
. ',- ...../'\
, J /
3. Date of death: - 1(, \~ ,JI , I (} P(;
/
4. Name and of person who reques ted the opening of the box: "0 fA /7:1/r>S's
address /, I J
13 () ("-.-( ~\/ C 1-, /, ,- r, :;)< /u- , I") C"C I, ~
r I rr; .' /7,-;' ~5
J / (
5.
Name and address of the financial institution where the
safe deposi t box is
....; I (),
/II r( ') ,(
located: -rt, e
1-, r ~-f- [2,1i 1', ~
J -Ir Ii ,-f-
~r( ,
j
6, Number of box:
lJJ'I
7. Title under which box is registered: 5>, ....,.,\,
8. Was there a will in the box? 6i~or No)
c
,
.+~ r,......." V'rYl '":?\- r1\ f'l n
u;'.,j
v
9,
If yes, state date of will, name .1Ild address of
personal representative, if
., /
)\-,-,,;1 /,
/ /"
l} /( " me t,
/')/..::;
q,!7
named in
I €/"'(lllr"t
i
the will, and name and addres~ of attorney, if any:
;/r~;;- ?I") rC,<,,-J./ ,J-"
/
72,-c /t?,./\
Ifr>'
c.
(J-U( rv,,<,,/ (
And now this =<, le)'day of ,il";'" /".-
. ,
certify under penalty of perjury that the above ~~cord
to the best of my knowledge and belief.
, l!l FI": , I hereby
is correct and complete
'-~_~, l i \....; -'. )"1
_;J I I
Signa ture
/' ,<<~/__.~
,
1= I,
)(/1'1 1"'::' /?>;, ,,'
Print Nnme and Title
5)
" '"6.c{'c''5lt
C-;-rl<
, /
, ~ ...5-
.
-'
..
Inventory of the real and personal estate of
Sarah E, Zinunernlfln
deceased.
REAL ESTATE I
All that eertain tt'aet of I.and situated in the Township of Uppel' Allen, I
County of Cwnberl.and, State of pennsylvnn in, havinp; el'eeted thereon n
dwelling, more partieulal'ly described in ClUnberland County Deed Book Off}',
Volume 12, Page 313.
Tota I. Rea 1 Estate
PERSONALTY
1. Nedicare payment, Pennsylvania Bl.ue Shield
2. Cash in decedent's possession
3. Nedical claim benefits, Nennonite ~Iutual Aid Association
'+. Checking Aceount No. 160-753-0, The First Bank and Trust Company
of ~Iechanicsburg, Pennsylvania, Bal.ance on date of death
5. Savings Account No. 503-536-5, The First Bank and 'I'rust Company
of Nechanicsburg, Pennsylvania. Balance on date of death
6. Certificates of Deposit, The First Bank and Trust Company of
~Iechan iesburg, Pennsylvania:
Certifieate No.
Amount
Accrued Interest
2400
21137
2572
2664
2791
3934
4338
4339
$ 3,500.00
5,000.00
1,000.00
1,000.00
2,500.00
1,000.00
1,000.00
12,000.00
$ 5li..27
121.8'+
3.02
9.06
9.06
li,6.52
15.30
33.58
72 shares, capital stock, The First Bank and Trust Company of
Nechanicsburg, Pennsylvania, @1 $135.00 per share
Demand Note for $3,000,00; unpaid balanee $3,000.00; given January
1,1977, by \~. Lee Roland and Rosalie Il. Roland, to Sarah E.
Zimmerman, Decedent herein, \~ith interest at 6% per year
acerued interest I
Demand Note for $3,000.00; unpaid balanee $3,000.00; given January 1
1977, by \~. Lee Roland H. Roland to Anna ~Iary Zill1111erman, said I
note being assigned to Sarah E. Zimmerman, Decedent herein as
beneficiary of the Estate of Anna Nary Zimmerman, Deeeased, with
interest at 6% per year.
acerued interest
10. Term Certificate Account No. 002-20-12896, State Capital Savings
Association. Balance on date of death.
aecrued interest
11. Term Certificate Account No. 002-2D-lli360, State Capital Savings
Association. Balance on date of death.
accrued interest
12. Certificate of Depos it No. 31-103, Commom~ealth Nationa I. Bank.
Balanee on date of death
7.
8.
9.
aeerued interest
CONTINUED ON PAGE 2
~35 000 00
35.000 00
I
I
I
I
I
I
II
I,
,
I
I
I
II
I
167 28
58 00
2 611
1,488! ll2
i
3,918135
I
i
3,55l~ 27
5 ,12~ 84
1,0031 02
1,009i 06
2 ,50~ 06
1,04~1 52
1,015. 30
12,03, 58
9,72d 00
I
3,00q 00
1 36
3,00 00
1 36
5,00 00
19 48
8,00J 00
33 39
1,0DJ 00
2 55
. . ,"
Inventory of the real and personal estate of
Sarah E. ZinU11l:!rman
.,-
deceased.
PERSONA LTY (CONl'INUEIJ)
----l
Iloard of ~Iissions and Charities,
13. Promissory Notes, Eastern ~lennon Lte
issued September 10, 1977:
Amount
Accrued Interest
$1,5118.32
5,955,08
$ 269.91
1,038.11
14.
15.
16.
17.
18.
Lump-<mm death benefit, United States Treasury
Refund, ~lennonite ~lutua1 Aid Associat,ion
Dodge sedan, 1970 model
Premium refund: Nationwide IJlsurance Company
Coins, appraised value
RECAPITUfATION
TITrAL VALUE REAL ESTATE
TOTA L VA WE PERSONA LTY
TOTAL APPRAISED VALUE
$ 35,000.00
72.614.59
$107.614.59
Total
, 1,818
6,993
I
I
I
,
I
I
I ~~ I
Pel'sona1ty I. 71.614 I
I'
I
I
['
23
19
255
38
900
..... -.. .-
.
'.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
Joseph ~I. Hess l1ntl Hosatic ~I. Holl1nd
being duly .,__~Qrn_.. __ accerding to law, depose. and SJYS that they ;1l"J:]W.._ ____ _.,
__.Exj:!Q.u!or'!L.. 01 the Estate 01 nn__.S;ll'iJh.J-;'nii irrUIWJ'II)'.!J1__.________
lato 01 Uppcr Allen Townshill Cumberland County, Pa" deceased and that tho
within is an inventory made by . J9seph N. H~ss Ji RO.Sl1.l:i_c _~. .Ho.lnnd__, the said Exccl!to_t'>e___
01 tho entire estate 01 said decedent, consisting 01 all the personal prop.r1y and real estate, except real estate ouhide
the Commonwealth 01 Pennsylvania, and that the ligures opposito each item 01 the InVen~Ory epresent it's lair value
as 01 the dato 01 decedent's death, /7 .. .; /:Jy . ./ ..
~~C~ . //L /.J':Y.L.---'
,:/ I!xccutor
___7~='-dL22'__~4~/____.__._
Executor . ~1n14~~~r
Sworn
and subscribcd beforo mc,
/7l1 . ,
U<icZljj,hu ...;.' (] 19 L~_
o ~.I --e /:?
(....~/V7.(..,.;.p c;,. /~~.r.4-;'
CATIIAHl:IF E. nousur,\ fWLiRY PUBLIC
'.~[CllM:1CS!3Ur.G BOROUGH
CU/;lUlRLAND CaUim
~y CO"'MISSIOII EJ<PIRES HB 27, 19R1
130 GC!ttysburg Pi]<c, NC!chanicsburg, PA
--.-..-- ---'---'.--.- 17055
!
_ .p1:!-Qr!'LQ1:'i v~ ~1C!chanjc31?.l1.Eg,....P!\_l_7055
Addr.u
Date 01 Death ___ ?l3'.:!::_n ._u_ ______.__..____.JJ!lll1<!J:'Y
Day Month
1980
Yelr
INSTRUCTIONS
I, An inventory must bo filed within three months alter appointment of personal representative.
2, A supplement inventory must be filed within thidy days 01 discovery of additional assets,
3, Additional sheets may be attached as to personalty or realty
4, See Article IV, Fiduciaries Act 011949,
.~I I
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OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
DATE
AMDUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
. >d;::t~
. : ,'- f::)~~;~~t
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FILE ND,
COUNTY
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+
$/tJ~ iLJ/I/.59
10 10 th./) /
/
$ 'l~ r?% 5'%
, ,
......"..,.
$ 9~ 9'5& jfl
$
tax due
.
9~91 'i'. ,8'
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
* * * * * * A five percent discount totaling
. ,be grented if the Inheritance Tax Is peid by
.
';3 tift) 19 +
"
$
.
=
./3/f:;Y{),71,
"
+
=
+
=
accrues, at ,the rete of elx (6) percent per ennum
unPaid balenee of Inheritance Te. from
.1' payment. Interest due If peid by
Is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
Assessed by:
See Informa11on on Reverie Sid, Age"1 f
REGISTER OF WILLS
. .:: ~ ;.
REV.455 11.80)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of Sarah E. Zinunerman Date of Death January 21, 1980
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
*'
File No, 21-80-121
Claimant
Relationship to Decedenl
Claimant's Address
ITEM
NO,
OATE
NAME OF PA VEE
REMARKS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
Register of Wills
Cumberland Law Journal
West Shore Times
Myers Funeral Home, Inc.
Norman Zimmerman
First Bank and Trust Company
Ruth F, Iless
Whittock-Hartman
Seidle Memorial Hospital
Hol Spirit Hos ital
FHN Associates, Inc.
Kunkel Sur ical Grou
Gingrich Memorials
Snelbaker, McCaleb & Elicker
Register of Wills
Joseph M Hess
Rosalie M Roland
probate costs
advertising executor's notice
advertising executor's notice
funeral expenses
astoral services
services
account
rofessional services
rofessional services
lettering
orneys ee or serv~ces per
rior to decedent's death
oiling fees
o-executor's commission
commission
nelbaker, McCaleb & Elicker s fee
eserve for filing account, releases, notary fees and
iscellaneous costs
20
ester G. Connol'
real estate ap raisal
AMOUNT
"
$ 110.00
18.00
20.68
2,919.40
50.00
15.00
251. 83
250.00
12.00
61. 70
289.00
13 7 . 40
40.00
1500.00 ,-
11.00
2,690.00
2,690.00
5,380.00
100.00
200.00
TOTAL THIS PAGE 16 G 76.01
I hereby certify lhallo the besl of my knowledge and belief the foregoing is a jusl_and true statemenl of deb Is, funeral
expenses and expenses of administralion submitted to the e~~~~~ance Tax purposes.
7'Z.:'-/.; ~ -f,y'J _ ..J /O//-O /~
SIGNATURE OF"XNXOUlOxe.:,"/FIDUCIARV DATE
OFFICIAL USE ONL V
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S / t'/ ?> 7(". 111
/6-
PE RCENT,
AT
9~1al' C;~. ~((x-J
EGISTER OF Il.LS
/~-?-?tJ
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabililies incurred bV lhe decedent prior 10 his/her dealh are deductible againsl his/her taxable eSlale.
In addition 10 debts incurred by lhe decedent or eslale, olher items are claimable including the COSl of adminislration,
attorney fees, fiduciary (ees, funeral and burial expenses including lhe cost of a burial lot, tombSlone or grave marker,
All debls being claimed against an estale are subjecllo lhe approval of the Register of Wills wilh whom the
Inheritance Tax Return is filed, Evidence 10 support the decedenl's or lhe eSlate's liability for lhe debls being claimed
should be attached to lhis schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if lhe spouse has forfeited his/her righls, lhen any child of lhe decedent who is a member of
the same household can claim lhe exemption, In lhe event lhere is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedenl.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1, If the family exemplion is being claimed, indicate the claimant's name, address and his/her relalionship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column,
2, Assign consecutive numbers to each ilem listed.
3, Enler the dale on which each debt was incurred and/or paid.
4. Enter the names of each payee,
5, Provide a brief explanalion in the remarks column for each debt claimed.
6, Enter the amount of each debl being claimed.
7, The form must be signed by the person who has assumed lhe responsibility for paying the debts,
I:
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- .
M1ENDED
Inventory of the real and personal estate of
Sarah E. Ziml,erman
deceased.
REAL ESTATE
All that certain tract of land situated in the Tmonship of Upper Allen,
County of Cumberland, State of Pennsylvania, having ereeted thereon a
dwelling, more particularly described in Cumberland County Deed Bool< "L",
Volume 12, Page 313.
Tota 1 Rea 1 Estate
PERSONA LTY
1. ~Iedicare payment, pennsylvania Illue Shield
2. Cash in decedent's possession
3, Nedical claim benefits, Nennonite ~Iutual Aid Association
4. Checking Account No. 160-753-0, The First Bank and Trust Company of
~lechanicsburg, Pennsylvania, Balance on date of death
5. Savings Account No. 503-536-5, The First Bank and Trust Company of
~Iechanicsburg, pennsylvania. Ba lanp.e on date of death
6. Certificates of Deposit, The First Bank and Trust Company of
Nechanicsburg, Pennsylvania:
Certificate No. Amount Accrued Interest
2lioo S 3,500.00 54.27
,
21./.37 5,000.00 121. 8'1
2572 1,000.00 3.02
2664 1,000.00 9.06
2791 2,500.00 9.06
393'1 1,000.00 '16.52
4338 1,000.00 15.30
li,339 12,000.00 33,58
7. 72 shares, capital stock, The First Bank and Trust Company of
Nechanicsburg, Pennsylvania, @ $135.00 per share
8. Demand Note for $3,000.00; unpaid balance $3,000.00; given January
1, 1977, by IL Lee Roland and Rosalie H. Roland, to Sarah E.
Zimmerman, Decedent herein, with interest at 6% per year
accrued interest
9. Demand Note for $3,000.00; unpa id ba lance $3,000.00; given January
1, 1977, by Iv. Lee Roland and Rosalie H. Roland to Anna Nary
Zimmerman, said note being assigned to Sarah E. Zimmerman, Decedent
herein as beneficiary of the Estate of Anna ~lary Zimmerman,
Deceased, \~ith interest at 6% per year.
accrued interest
10. Term Certificate Account No. 002-20-12896, State Capital Savings
Association. Balance on date of death,
accrued interest
11. Term Certificate Account No. 002-20-15360, S-tate Capital Savings
Association. Ba lance on date of death.
accrued interest
12. Certificate of Deposit No. 31-103, Commonwea lth Nationa 1 Bank.
Balance on date of death
accrued interest
13. Promissory Notes, Eastern ~Iennonite Board of ~Iissions and Charities,
issued September 10, 1977:
Amount
Accrued Interest
$1,5li8.32
5,955.08
$ 269.91
1,038.11
14. Lump-sum death benefit, United States Treasury
15. Refund, ~Iennonjte Nutual Aid Association
16. Dodge sedan, 1970 model
CONTINUED ON PAGE 2
$ 35.000 00
S 35.000 00
167 28
58 00
211 611
I
1,'188142
I
I
3,918135
I
I
I
3,551J 27
5,121 84
1,003 02
1,009 06
2,509 06
1,046 52
1,015 30
12,033 58
9,720 00
3,000 00
1 36
3,00 00
1 36
5,00 00
1 48
8,00 00
3 39
1,00 00
2 55
1,81 23
6,993 19
255 00
38 89
900 00
Inventory of the real and personal estate of
Sarah E. Zimmerman
deceased,
I
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,
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PERSONAr.:ry (CONTINUED)
17. Premium refund: Natiom~ide Insurance Company
18. Coins, appraised value
Tota 1 Persona 1 ty
511 30
39 50
$72 869 59
RECA PITU LA T ION
TOTAL VALUE REAL ESTATE
TOTAL VALUE PERSONAr.:ry
TOTAL APPRAISED VAWE
$ 35,000.00
72 .869.59
$107.869.59
I
'I
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I
".-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
.Joseph ~1. !less al1~ l~~~n.~i:, ~l~I~o~a~l~u_
being duly _swo~o.. . 0_ dccording 10 Idw, deposes and says thdt they are.-1:he__
J'oX~.~Ut.o.!'s__,.___o. mOnO ___ n_ u, .__ of Ihe Esldle of Sarah L. 7.il1ullerl1ln~____
Upper Allen 'fownsh i p
lale of ' Cumberland Counly, Po., deceased and that the
within is dn invenlory mode by, ;Joseph ~I, !Iess_&J~os_a ii.CO.!1:. R_o 1ano~, the said LxeclItors
of Ihe entire esldte of said deceden', consisling of alllhe persondl prop.rly and real eslate, except real estale oulside
the Commonweallh of Pennsylvanid, dnd thdl the figures opposite ~tem of Ihe Inventory represent it's fdir value
as of Ihe date of decedenl's death, ~;I:,~'-_~7',----~~_.. _
Sworn and subscribed before me, o___1;f~.., t,' ._&_:&..~(_______.o___
Executor . X~)f)QG(
June 8th
1981
130 Gettysbu~ Pike, Neehanicsburg,
. ---.---.-- --- _._--_._--_._~.._-
CAllllUltnc-t1<<ltlSUM;-N()l,\RV...l>llBlIL-
M[CIIM'ICSfJUfiG BOROUr.1i
CUMBlRU\I'4D COll~lY
"IV COMMISSION EXPIRES rEB. 27, 198.
1711 Gray Drive, ~Iechanicsburg, PA 17055
Addreu
21th
January
1980
Date of Death 00__
Month
Year
Day
INSTRUCTIONS
I. An inventory must be filed within three months aftcr appointm!!nt of personal reprcscn~ativc.
2, A supplement inventory musl be filed within thirly ddYs of discovery of ddditiondl dssels,
3, Addiliondl sheels may b. dttached as 10 persondlty or really
4. See Article IV, Fiduciaries Acl of 1949.
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ESTATE NO.21.80.121
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JOSEPH M. HESS AND ROSALIE M. ROLAND
EXECUTORS OF THE ESTATE AND UNDER THE LAST WILL AND
TESTAMENT OF SARAH E. ZIMMERMAN, DECEASED, LATE OF UPPER
ALLEN TOWNSHIP, CUMBERLAND COUNTY. PENNSYLVANIA
Joseph M. Hess and Rosalie M. Roland. Executors as aforesaid and
Accountants herein. avers as follows:
c-.
-
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DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
January 21. 1980
February 22. 1980
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumber/and Law Journal
West Shore Times
March 14. 21. 28.1980
March 13. 20. 27. 1980
FIRST AND FINAL ACCOUNT
PERSONAL TV - PRINCIPAL ACCOUNT
DEBITS
The Accountants charges themselves with the receipt of the Decedent's personalty.
goods and chattels as more fully sel forth in the Amended Inventory filed June 11. 1981
in the Office 01 the Register 01 Wills in and fOf Cumberland County. Pennsylvania:
The Accountants charge themselves with the following additional receipts:
1. 1 , /30/98 James O. Bower Insurance Co.. premium refund
2. 2/8/00 Mechanicsburg Area School District, refund on real estate taxes
3. 2/23/00 County of Cumberland, refund on 1999 real estate taxes
4. 3/22/00 Upper Allen Township, refund on 1999 real estate taxes
5. 8/29/03 Joseph M. Hess and Rosalie M. Roland. personallunds
6. 9/22/03 Joseph M. Hess and Rosalie M. Roland. personal funds
TOTAL, PERSONAL TV. PRINCIPAL ACCOUNT, DEBITS:
PERSONAL TV - PRINCIPAL ACCOUNT
CREDITS
LAW OFI'"ICES
SNEL8AKER.
BRENNEMAN
8: SPARE
The Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. 2/27/80 Mvers Funeral Home. Inc.. funeral expenses
2. 2/27/80 Norman Zimmerman. pastoral services
3. 3/20/80 First Bank & Trust Co.. safe deposit box inventory fee
4. 3/20/80 Ruth F. Hess. reimbursement for funeral luncheon ($148.53J and phone charges 1$103.301
5. 3/20/80 Whittock.Hartman. engineering services
6. 3/20/80 Seidle Memorial Hospital, medical expenses
7. 3/20/80 FHN Associates, Inc.. professional services
8. 3/20/80 Kunkel Surgical Group. medical expenses
9. 4/18/80 West Shore Times, advertising Executors Notice
10. 4/18/80 Snelbaker, McCaleb & Elicker. reimbursement for advertising in Cumberland law Journal
11. 5/15/80 Gingrich Memorials of Mechanisburg, inscription
12. 5/15/80 HolV Spirit Hospital. medical expenses
13. 10/20/80 Register of Wills. Agent. Inheritance Tax
14. 10/20/80 Register of Wills, filing fee for Inheritance Tax Return
15. 10/22/80 R. Gerald lackey. coin appraisal
16. 10/29/80 The Dillsburg Agency. Inc.. insurance premium assessment
17. 6/5/81 Register of Wills. filing fee for Admended Inventorv
18. 6/5/81 Snelbaker. McCaleb & Elicker. attorney services provided prior to decedent's death
19. 6/5/81 Joseph M. Hess, partial payment of Executors commission
20. 6/5/81 Rosalie M. Roland, partial payment of Executrix commission
21. 6/5/81 Snelbaker, McCaleb & Elicker, pallial payment of attorney services
Page 1
$ 72,869.59
27.00
209.61
13.32
2.34
170.00
200.00
73.491.86
$ 2,919.40
50.00
15.00
251.83
250.00
12.00
289.00
137.40
20.6B
1B.00
40.00
61.70
13,640.79
11.00
10.00
48.00
5.00
1,500:00
1,800.00
l,BOO.OO
3,600.00
.,'~
LAW OFFICES
SNELBAKER.
BRENNEMAN
a SPARE
22. 615/S1 Snelbaker. McCaleL & Elicker, reimbursement fo costs advan.:ed
23. 6/5/S1 Advance Distributions as tollows:
a. Elvin S. Hess
b. Galen A. Hess
c. C. Marlin Hess
d. Joseph M. Hess
e. Rosalie M. Roland. cancellation of two demand notes
I. Rachel R. Hess
24. 10/21S1 Mechanicsburg Family Practice Center, medical expenses
25. 4/7/S2 Advance Distributions as follows:
a. Elvin S. Hess
b. Galen A. Hess
c. C. Marlin Hess
d. Joseph M. Hess
e. Rosalie M. Roland, cancellation 01 two demand notes
t. Rachel R. Hess
26. 10/4/93 PNC Bank. service charge
27. 1113193 PNC Bank, service charge
28. S/24/00 PNC Sank. check printing lee
Items to be paid subsequent to confirmiltion 01 Final Accounting:
29. Snelbaker, Srenneman & Spare. P.C.. attorney lees re normal estate settlement
30. Snelbaker. Brenneman & Spare. P.C., attorney fees re special services (1981 to datel
31. Joseph M. Hess. payment of Executors commission
32. Rosalie M. Roland, payment of Executrix commission
33. Joseph M. Hess. repayment 01 personal funds advanced 8/29103 & 9/22/03
34. Rosalie M. Roland, repayment of personal funds advanced 8/29/03 & 9/22/03
35. Reserve for filing fees. accounting fees and other costs associated with the
administration of Decedent's Estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREOITS:
PERSONAL TV . INCOME ACCOUNT
DE81TS
The Accountants charge themselves with the receipt of the following
Income from the investment of Personalty Principal:
1. 10/20/80 First Bank & Trust, Estate Money Market Certificate. interest
2. 4/21/82 First Bank & Trust. Estate Statement Savings 11602- 143.0. interest
3. 3/4/04 PNC Sank, estate checking account. interest 3/4/04 - 6/4/04
4. 7/3/85 PNC Bank. estate savings account II 5030065705. interest 7/3/85 - 7/24/02
5. 7/8/80 W. Lee Roland and Rosalie M. Roland, interest on Demand Notes 7/8/80 - 7/15f81
6. 3/20/BO First Bank & Trust Company, capital stock dividends 3/20/80 - 6/5/81
7. 2/27/80 First Bank & Trust Company. CO II 2400, interest
B. 3/20180 First Bank & Trust Company. CO II 2437. interest
9. 7/8/80 First Bank & Trust Company, CD II 2572. interest
10. 3120/80 First Bank & Trust Company. CD II 2664. interest 3/20/80 - 9/9fBO
11. 7/S180 First Bank & Trust Company. CO II 2791, interest 7/8/80. '''3/8'
12. 6/12/80 First Sank & Trust Company, CD II 3934. interest
13. 11/6/80 First Bank & Trust Company. CD II 4338. interest
14. 2/27/BO First Bank & Trust Company, CO II 4339. interest 2/27/80 .4114/81
15. 2/27/80 State Capital Savings, CD 11002-20.12896. interest 2/27/80 - 5/11181
16. 2/27/80 State Capital Savings. CD 11002-20-15360, interest 2/27/80.511 1 f81
17. 10114/90 Commonwealth National Bank. COli 31-103. interest
-'8. 4/18/80 First Bank & Trust. Savings account 11503-536-5. interest
19. 4/18181 Eastern Mennonite Board 01 Missions & Charities. interest on promissory notes
TOTAL, PERSONALTY, INCOME ACCOUNT, OE8ITS:
Page 2
6,000.00
8,000.00
8,000.00
6,000.00
6,000,00
6,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000,00
1,000.00
43.00
36,000.00
13.00
8,000.00
6.00
6.00
24.99
1. 780.00
3,125.00
890.00
890.00
185.00
185.00
1,000.00
$ 76.627.78
$
684.52
282.72
34.77
3,500.57
488.28
633.60
9.16
59.41
33.23
45.3D
172.18
95.49
94.79
1,198.85
453.38
777.35
98.24
173.88
791.33
9,628.05
$
LAW OFFICES
SNEL8AKER,
BRENNEMAN
8:: SPARE
PERSONAL TV . INCOME ACCOUNT
CREDITS
The Accountants claim credit for the payment 01 the following items
Irom the Personalty Principal Account:
1. 4f13i81 Internal Revenue Service, 1980 Fiduciary Income Taxes
2. 4113/81 PA Cept. of Revenue, 1980 Fiduciary Income Taxes
3. 4/13181 PA Copt. of Revenue, 1980 Individual Income Taxes
4. 4113/81 Internal Revenue Service, 1979 Individual Income Taxes
5. 4113/81 PA Dept. of Revenue, 1979 Individual Income Taxes
6. 6/5181 Internal Revenue Service, balance due on 1979 Individual tncome Taxes
7. 7/1/81 PA Cept. of Revenue, balance due on 1979 Individual Income Taxes
8. 2110/82 PA Dopt. of Revenue, 1981 Fiduciary Income Taxes
9. 3/21/83 Internal Rev"nue Service, 1982 Fiduciary Income Taxes
10. 3/21/83 PA Dopt. of Revenue, 1982 Fiduciary Income Taxes
t t. 2/22/84 PA Dept. ot Revenue, 1983 Fiduciary Income Taxes
12. 2/22184 Internal Revenue Service, 1983 Fiduciary Income Taxes
13. 3111185 Internal Revenue Service, 1984 Fiduciary Income Taxes
14. 3111/85 PA Cept. of Revenue, 1984 Fiduciary Income Taxes
15. 2/20/86 Internal Revenue Service, 1985 Fiduciary Income Taxes
16. 2/20/86 PA Cept. 01 Revenue, 1985 Fiduciary Income Taxes
17. 2/25/87 Internal Revenue Service, 1986 Fiduciary Income Taxes
18. 2/25187 PA Dept. of Revenue, 1986 Fiduciary Income Taxes
19. 4/4/88 PA Dept. of Revenue, 1987 Fiduciary Income Taxes
20. 4/6/89 PA Dept. of Revenue, 1988 Fiduciary Income Taxes
21. 4/6189 Greenawalt & Company, P.C., preparation of 1988 Fiduciary Taxes
22. 3114/90 Greenawalt & Company, P.C., preparation of 1989 Fiduciary Taxes
23. 3/14/80 PA Dept. of Revenue, 1989 Fiduciary Income Taxes
24. 2/11191 PA Dopt. of Revenue, 1990 Fiduciary Income Taxes
25. 2/11/91 Greenawalt & Company, P.C., preparation of 1990 Fiduciary Taxes
26. 4/18/92 PA Dept. of Revenue, 1991 Fiduciary Income Taxes
27. 4114193 PA Dept. of Revenue, 1992 Fiduciary Income Taxes
28. 411/94 PA Dept. of Revenue, 1993 Fiduciary Income Taxes
29. 6/17/94 Greenawalt & Company, P.C., preparation of 1994 Fiduciary Taxes
30. 3/28195 PA Dept. of Revenue, 1994 Fiduciary Income Taxes
31. 6/14/93 Greenawalt & Company, P.C., preparation of 1993 Fiduciary Taxes
32. 2/27/96 PA Dept. of Revenue, 1995 Fiduciary Income Taxes
33. 4/16/96 Greenawalt & Company, P.C.. preparation of 1995 Fiduciary Taxes
34. 4114/97 PA Dept. of Revenue, 1996 Fiduciary Income Taxes
35. 6/2197 Greenawalt & Company, P.C., preparation of 1996 Fiduciary Taxes
36. 3/31/98 PA Dept. of Revenue, 1997 Fiduciary Income Taxes
37. 4/21/98 Greenawalt & Company, P.C., preparation of 1997 Fiduciary Taxes
38. 3/30/99 PA Dept. of Revenue, 1998 Fiduciary Income Taxes
39. 5/6/99 Greenawalt & Company, P.C., preparation of 1998 Fiduciary Taxes
40. 4/5/00 PA Cept. of Revenue, 1999 Fiduciary Income Taxes
41. 5/25/00 Greenawalt & Company, P.C.. preparation of 1999 Fiduciary Taxes
42. 2/21/01 PA Dept. of Revenue, 2000 Fiduciary Income Taxes
43. 4/12/01 Greenawalt & Company, P.C., preparation of 2000 Fiduciary Taxes
44. 317/02 PA Dept. of Revenue, 2001 Fiduciary Income Taxes
45. 4/18/02 Greenawalt & Company, P.C., preparation of 2001 Fiduciary Taxes
46. 3/22104 Internal Revenue Service, 2003 Fiduciary Income Taxes
47. 3/22/04 PA Dept. of Revenue, 2003 Fiduciary Income Taxes
48. 4/29/04 Greenawalt & Company, P.C., preparation of 2003 Fiduciary Taxes
49. 6/14/04 PA Dept. of Revenue, penalty on 2003 Fiduciary Taxes
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
$ 764.61
123.30
12.65
63.00
132.25
25.87
45,97
88.12
140.38
42.00
44,00
113,00
73.00
35.00
141.74
43.99
117.37
38.01
11.00
7.00
100.00
100,00
7.00
8.00
85.00
10.00
9.00
6.00
125.00
5.00
150.00
4,00
160,00
4.00
150.00
4.00
195.00
3.00
200.00
2.00
200.00
1.00
190.00
1.00
200.00
7,768.00
1,SIB.00
295.00
36.57
$ 13,594.83
Page 3
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
REAL ESTATE. PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with the receipt 01 Decedent's
Real Estate as set forth in their Inventorv heretofore fjlud in the
amount 01:
The Accountants charge themselves with the following additional receipts:
1. 12/10/03 Capital Gain on real estato in Upper Allen Township
2. 12/10/03 Adjustments made at settlement for taxes
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
$ 35,000.00
55,000.00
242.66
90.242.66
REAL EST A TE . PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following
items from Real Estate Principal Account:
1. 3/20/80 Marlin A. Yehn. Sr.. Treasurer. 1980 Upper Allen Taxes
2. 8/12/80 Hulse Associates. Inc.. liability insurance
3. 7/8/80 Marlin A. Vehn. Sr.. Treasurer. 1980.1981 Upper Allen School Taxes
4. 10/20180 Lester G. Connor. real estate appraisal
5. 10129/80 H.E. Engle. clean furnace
6. 4/13/81 Marlin A. Vehn. Sr.. Treasurer. 1981 County/Township Taxes
7. 4/13/81 H.E. Engle, repairs to house
8. 7/15/81 Marlin A. Yehn. Sr.. Treasurer. 1981.1982 Upper Allen School Taxes
9. 9/16/81 The Dil1sburg Agency. homowners insurance policy 1165766
10. 11/19/81 H.E. Engle. clean furnace
11. 3/5/82 Marlin A. Vohn. Sr.. Treasurer. 1982 CountyfTownship Taxes
12. 7/8/82 Marlin A. Vehn. Sr.. Treasurer. 1982.83 Upper Allen School Taxes
13. 9/22/82 The Oil1sburg Agency. homowners insurance policy 1/ 65766
14. 1/27/83 H.E. Engle. cleon furnace
, 5. 4/7/83 H.E. Engle. repairs to house (tub and sinkl
16. 3/21/83 Marlin A. Yohn. Sr., Treasurer, 1983 CountyfTownship Taxes
17. 8/8/83 The Oillsburg Agency. Liability Insurance
18. 9/28/83 The Oi1lsburg Agency, homowners insurance policy II 7011 G
19. 1014/83 Marlin A. Yohn. Sr.. Treasurer, 1983.84 Upper Allen School Taxes
20. 3/8/84 Marlin A. Yohn. Sr.. Treasurer. 1984 CountyfTownship Taxes
21. 2/22/84 H.E. Engle. clean furnace
22. 3/15/84 H.E. Engle. water heater & installation
23. 7/16/84 Marlin A. Yohn. Sr., Treasurer. 1984.85 Upper Allen School Taxes
24. 7116/84 The Dillsburg Agency. Liability Insurance
25. 10/10/84 The Oillsburg Agency, homowners insurance policy II 70116
26. 12/13/84 H. E. Engle. repairs to house
27. 2/8185 W. Lee Roland. install drop ceiling in living room
28. 3/8/85 Marlin A. Yehn. Sr.. Treasurer. 1985 CountyfTownship Taxes
29. 8/8/85 Marlin A. Yehn. Sr., Treasurer, 1985.86 Upper Allen School Taxes
30. 8/12/85 The Oil1sburg Agency. Liability Insurance
31. 10/14/85 The Oillsburg Agency, homowners insurance policy 1170116
32. 11/13/85 H.E. Engle, clean furnace
33. 4/10/86 Marlin A. Yohn. Sr.. Treasurer. 1986 CountyJTownship Taxes
34. 4/30/86 H.E. Engle, heating repairs
35. 8/19/86 The Dillsburg Agency. Liability Insurance
36. 8/29/96 Marlin A. Yohn. Sr., Treasurer. 1986.87 Upper Allen School Taxes
37. 9/12/86 The Dillsburg Agency. homowners insurance policy 11 73956
38. 12/10/86 H.E. Engle. repairs to house
39. 1/13/87 Hempt Brothers. stone
40. 4/15/87 Marlin A. Yohn. Sr., Treasurer. 1987 CountyfTownship Taxes
41. 5/18/87 Charles Fritzpatrick. refund security deposit
42. 6/30/87 The Oillsburg Agency. Liability Insurance
43. 8/14/87 Marlin A. Yohn. Sr.. Treasurer. 1987.88 Upper Allen School Taxes
44. 9/3/87 The Oil1sburg Agency. homowners insurance policy II 73956
45. 1112/88 Lester G. Connor, real estate appraisal
46. 6/9/88 Marlin A. Yohn. Sr.. Treasurer. 1988 CountyfTownship Taxes
47. 7122/88 The Oillsburg Agency. Liability Insurance
48. 8/9/88 Marlin A. Yohn. Sr.. Treasurer. 1988.89 Upper Allen School Taxes
49. 10/10/88 The Oillsburg Agency. homowners insurance poliCY II 77928
$
22.64
150.00
133.56
200.00
24.BO
22.64
58.50
133.56
45.00
44.80
22.64
133,56
45.00
33.00
35.50
22.64
51.00
60.00
147.B4
22.64
64.50
254.75
158.47
51.00
61.00
39.BO
299.00
52.07
162.99
51.00
61.00
41.20
54.33
85.50
53.00
174.31
65.00
295.40
99.46
62.26
150.00
54.00
194.69
66.00
250.00
SB.91
54.00
210.53
66.00
Page 4
LAW OFFICES
SNEL8AKER.
BRENNEMAN
Be: SPARE
50.
51.
52,
53.
54.
55.
56.
57.
58.
59.
60.
61.
62.
63.
64.
65.
66.
67.
68.
69.
70.
71.
72.
73.
74.
75.
76.
77.
78.
79.
80.
81.
82.
a3.
84.
85.
86.
87.
88.
89.
90.
91.
92.
93.
94.
95.
96.
97.
98.
99.
100
101
102
103
104
105
106
107
108
\ \/2\/88 Marlin A. Yohn. Sr.. TrCJasurer. \ 988 CountylTownship Taxes & 1988.89 School Taxes
4/16/89 Marlin A. Yohn Sr.. Treasurer, 1989 CountylTownship Taxes
4/16189 Marlin A. Yohn 5r., Treasurer. 1989 Counly/Township Taxes (Wyncote Court!
6/29/89 The Dillsburg Agency, Liability Insurance
1/17/89 Marlin A. Yohn, Sr., Treasurer, 1989.90 Upper Allen School TaKes
11/29/89 The Oillsburg Agency. homowners insurance policy II 77928
12/1 2/89 The Dillsburg Agency, liability Insurance
1/19/90 The Oi1lsburg Agency
3/22/90 Marlin A. Yohn Sr., Treasurer. 1990 CounlylTownship Taxes
4/30/90 Marlin A. Yohn Sr., Treasurer. 1990 CountylTownship Taxes, IWyncote Court!
4/30/90 Matlin A. Yohn. Sr.. Treasurer, 1989.90 Upper Allen School Taxes (Wyncote Court)
7/10/90 The Oil1sburg Agency. Liability Insurance
7/12/90 Marlin A. Yohn, Sr., Treasurer, 1990.91 Upper Allen School Taxes
1/1 2/90 Marlin A. Yohn. 5r.. Treasurer, \ 990.91 Upper Allen School TaKes (Wyncotc Court)
4/18/9\ Marlin A. Yohn 5r.. Treasurer. 1991 CountylTownship Taxes
4/2\191 Marlin A. Yohn Sr., Treasurer, \991 CountylTownship Taxes, {Wyncote Court}
6/25/91 The Oillsburg Agency. Liability Insurance
8/30/91 Marlin A. Yoho, Sr., Treasurer, 199\.92 Upper Allen School TaKes
5/5/92 Marlin A. Yohn, Sr., Treasurer, 1992 CountylTownship TaKes Upper Allen & Wyncote Court
6/6/92 The Oillsburg Agency, Liability Insurance
7/20/92 Marlin A. Yohn. Sr., Treasurer, \992.93 Upper Allen & Wyncote Court School Taxes
3/8/93 Marlin A. Yohn. Sr.. Treasurer, 1993 County/Township Taxes Upper Allen & Wyncote Court
6/3/93 The Oillsburg Agency. Liability Insurance
8/24/93 Marlin A. Yohn, Sr., Treasurer, 1993.94 Upper Allen & Wyncote Court School Taxes
4/26/94 Marlin A. Yohn. Sr., Treasurer, 1994 CountylTownship Taxes Upper Allen & Wyncote Court
1/\ 2/94 The Oillsburg Agency, Liability Insurance
7/12/94 Marlin A. Yohn. Sr., Treasurer, 1994.95 Upper Allen & Wyncote Court School Taxes
3/8/95 Marlin A. Yehn. Sr.. Treasurer, 1995 CountylTownship Taxes Upper Allen & Wyncote Court
7/2\195 Marlin A. Yohn, 5r.. Treasurer. 1995.96 Upper Allen & Wyncote Court School Taxes
9/22/95 The Dills burg Agency, Liability Insurance
5/3/96 Marlin A. Yohn. Sr.. Treasurer. 1996 CountylTownship Taxes Upper Allen & Wyncote Courl
7/17/96 Marlin A. Yohn, 5r.. Treasurer. 1996.97 Upper Allen & Wyncote Court School Taxes
8/26/98 James O. Bower Insurance, Liability Insurance
6/2/97 Marlin A. Yohn, Sr., Treasurer. 1997 CountylTownship Taxes Upper Allen & Wyncote Court
6/26/97 James O. Bower Insurance, Liability Insurance
7/\ 5/97 Marlin A. Yehn, Sr., Treasurer, 1997.98 Upper Allen & Wyncote Court School 1 axes
101\4/97 L.G. Connor Real Estate Appraiser, appraisal fee
4/20/98 Marlin A. Yehn. Sr., Treasurer. 1998 CountylTownship Taxes Upper Allen & Wyncote Court
8/4/98 James O. Bower Insurance. Liability Insurance
8/19/98 Marlin A. Yohn, Sr.. Treasurer. 1998-99 Upper Allen & Wyncote Court School Taxes
5/6/99 Marlin A. Yohn, 5r" Treasurer, 1999 CountyfTownship Taxes Upper Allen & Wyncote Court
6121199 Upper Allen Township, demolition permit
1/\2/99 James O. Bower Insurance, Liability Insurance
8/3/99 W. Lee Roland, board up old buildings
8/3/99 Marlin A. Yoho, Sr., Treasurer. \ 999.00 Upper Allen & Wyncote Court School Taxes
10/28/99 John W. Gleim, Jr., Inc. Excavating. demolition of old buildings
5/8/00 Marlin A. Yohn, Sr., Treasurer. 2000 CountylTownship Taxes Upper Allen & Wyncote Court
1/\3fOO James O. Bower Insurance, Liability Insurance
8/4/00 Marlin A. Yohn. Sr.. Treasurer, 2000.01 Upper Allen & Wyncote Court School Taxes
511/01 Marlin A. Yahn, Sr.. Treasurer. 200\ CountylTownship Taxes Upper Allen & Wyncote Court
7/\0/01 James O. Bower Insurance, Liability Insurance
8/24/01 Marlin A. Yohn, Sr., Treasurer, 2001-02 Upper Allen & Wyncote Court School Taxes
3/28/02 Marlin A. Yohn, Sr.. Treasurer. 2002 CountylTownship Taxes Upper Allen & Wyncote Court
1/24/02 James O. Sower Insurance, Liability Insurance
1/24/02 Marlin A. Yohn, Sr., Treasurer, 2002.03 Upper Allen & Wyncote Court School Taxes
3/18/02 Marlin A. Yahn, Sr., Treasurer. 2003 CountylTownship Taxes Upper Allen & Wyncote Court
8/28/03 Marlin A. Yahn. Sr., Treasurer. 2003.04 Upper Allen & Wyncote Court School TaKes
8128/03 James 0_ Bower Insurance, Liability Insurance
10/10/03 Adjustments at settlement for transfer tilK, notary fees and tax certification
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
Page 5
$
8.17
57.73
1.80
54.00
226.38
14.00
29.00
71.00
62.26
1.98
6.86
91.00
239.96
7.27
62.26
1.94
91.00
265.89
63.13
91.00
272.89
61.87
91.00
279.89
68.93
91.00
293,88
66.60
296.21
91.00
66.75
307.88
205.00
66.75
205.00
321.87
750.00
75,24
217.00
340.34
76.78
25.00
190.00
136.00
342.86
900.00
14.21
200.00
66.40
88.61
200.00
423.67
97.31
200.00
472.72
97.31
472.72
200.00
908.00
15.426.81
efS5.0NALL'G
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
RFAI I=STATF'
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TnT AI FOR DISTRIBUTION'
LAW OFFICES
SNEL8A"<ER.
BRENNEMAN
Be SPARE
Page 7
RECAPITULATION
$ 73,491.86
76.627.79
$13,135.931
9,628.05
13,594.83
.3,966.78
$ 17,102.711
90,242.66
15,426.81
74,8 15.85
13,746.83
$ NONE
13,746.83
88,562.68
$ 81,459.97
UNPAID CREDITORS:
PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
,. Elvul B. Hess
339 West Mcadow Drive
Mcch:Jnicsburg, PA 17055
2. Galen A. Hess
105 Ridge Drive
Dillsburg. PA 17019
3. C. Marlin Hess
736 Woodfield Drive
Utilz, PA 17543
4. Joseph M. Hess
1704 Fairmont Drive
Mechanicsburg. PA 17055
5. Rosalie M. Hess now known as Rosalie M. Roland
104 Lavynndon Lane
Mechanicsburg, PA 17055
6. Rachel R. Hess now known as Rachel H. Gordon
1820 Sheepford Road
Mechanicsburg, PA 17055
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
Page 9
NONE
,
,
~
J
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
Joseph M. Hess llnd Rosalie M. Roland. being duly sworn according to low, deposes
and says that the facts set forth in the foro going Statement 01 Proposed Distribution
arc true and corrcct to the besl 01 their knowledge. intonnlltion and belief.
:14.-
Joseph . Hess. Executor
t?~ m J?~
Rosalie M. Roland, ExccuiriK
Sworn to and subscribed belore me
this Ir.-Ioj., day of -:r ....\'1 2004
SVljdA.o. 11 ~
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sandra K. Showers, Notary Public
Mechanicsl>urg 8010, Cumberland County
My CommIssIon Expires Nov. 22, 2007
Member. Pennsylvania Al8oclatlon Of Noteries
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
Page 11
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
S:lrnll E. ZiUUnenUlJIl
Dale of Dealh:
J/21/1980
Will No,:
21-80-121
Admin. No,:
Pursuant 10 Rule 6,12 oflhe Supreme Court Orphans' Court Rules, I report the
following with respecllo completion of the administralion of the above-caplioned eslate:
1. Slate whelher administration of the estale is complete:
Yes []Ix No 0
2, Iflhe answer is No, state when the personal representalive reasonably believes
that the administralion will be complele:
3, If the answer to No, I is Yes, state the following:
a, Did lhe personal represenlalive file a final account wilh the Court?
Yes ~x No 0
b. The separale Orphans' Court No, (if any) for the personal representative's
account is:
c, Did the personal represenlative slate an accounl informally to the parties
in interest? Yes 0 No 001
c, Copies of receipts, releases, joinders and approval offormal or
informal accounls maybe filed wi the Clerk oflhe Orphans' Court
and may be attached 10 this re rt,
Date: ~04
co
(')
co
~-r
Signa
Richard C, Sne1baker
Sne1baker, Brenneman & Soarer P,c.
Name
44 West Hain Street
Hechanicsburg, PA 17055
f'"I
<..':J
:::J
""
Address
(717) 697-8528
i. ,~~
6:-
~)
v: >=
-) =:-
:Jc.;
..kr
o Personal Represenlalive ,.Z~~
~ Counsel for personal represenlative
"'"
p
Telephone No,
Capacity: