HomeMy WebLinkAbout04-0253 PETITION FOR PROBATE and
Estate of' ~ ~. ~ ~ ~_' [,x v-t..~ ?..t, [ k.* ~' No.
also known as To:
, Deceased.
Social Security No.
GRANT OF LETTERS
Register of Wills for the
County of
Commonwealth of Pennsylvani~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ~*
in the last will of the above decedent, dated
and
in the
codicil(s) dated
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C,.x w. ~. ~, [. ~d County, Pennsylvania, with
h. ~ ~ last family or principal residence at ~ ~ ~ .~..-_. k~ ~ ~ k o.~- _o
(list street, number and muncipality)
Decendent, they. --} ~ years of age, died '~ ~.c..L~ ok ,'~ ~Oo~[,
at '.~. ~.- ¢ c.~ %, ~ ~- ~,..~ ~. F; 4~ '~
Except as follows, decedent did not marry, Was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
$ ~C
$
$
$
Q c' 0
request(s) the probate of the~last will :and codiCil(s)
(testamentary; administration c.t.~i.; administr~t4on d.b.n.c.ba.)
';/'""'"".-, ~
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well.g~nd truly administer the estate according to law.
Sworn to or affirmed ~nd subscribed ,- ~¥7~t.,
before me this /~ dav of I '
~~ /&~ R e~ster [
Estate Of L.
,, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW /~/~g'"
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated '/"~?-~ff~./'~/oR/e_- /,.~... /q ~'/
described therein b_.e ,9~l~itted to probate and filed of record as the last will of
and Letters .~--'~
are hereby granted to
~in consideration of the petitionon
Probate, Letters, Etc ..........
S~'~ ~t~cates( )...' ....... $
ation ................ $
$
TOTAL .
Filed ./d,?~/~'Z.../~V,..~,,~0~'. .......
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.4
Fee for this certificate, $2.00
No.
H10§ 143 Rev 2/87
SLACK
h~'ar¥ T, c,,,-,
Deputy Fica; .....
'~ C? '' Date~'-',=. c.,~
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
~IK':N'r NAME,. Paul [.OF mcEoEUrEhrenzeller(Fn,. U,d~. L,,,) I SEX J S~IAL SECURITY NUMBER
zMale,:. 180 -- 26 -5205
I
UNDER 1 ~6Y ~ dATE OF ~RTH [ BIRTHP~CE (Ci~ ~d
~. eb. 14,1931 ~e ~'~ ..... ~
~ ' Dauphin Harrisburg ] Harrisburg Hospital I~
DEC~NT'~ US~L ~CUPA/ION [KIND O~ 8US~NESS t:NOUS*RY ~ OECeOEm ~R m [ OECamNrS ~O~anON ~ }' I ~T*L S~ATUS ~ I I ~O. ~,,,um~ q~,~
_ Accountant ~ ~_~pt of~ ~- ]' ~,,~ ~ I~--~,,~1 .c,,~ ]
OECE~NT~ ~1[1~ AO~ESS (S~. ~n. State. Zip C~} DfiCE~NrS t7a - ~ ~, . I I ~' I ~ m .
325 Wesley Drive ~[[%~mt ..... ~onn~y~van~a ~,, ,*~ffi
,,.mecnanzcsDurg, va. I~O,~} ,m.~ Cl,mh~rland t~nm,,* 17d.~
,.. Roy Ehrenzeller ,,. Jennie Naylor
~.dean crum :m. 15~f ~esta ~rlve, ~rrisburg, Pa 17112
=~,. on~{s~ . .~l=~rch 12, 2004 =~lue Ridge Hemorial Garde~ Harrisburg, Pa.
::~ [~- ~ ~/- ~ ~ 1,:~. FD-O10628-L ~.C~i~le F.H. ~..21~ [~l~t~ ~. ~. ~. 17110
2~ M 2 2~. Yes
LAST WILL A2~D TESTA2~ENT
OF
PAUL L. EHRENZELLER
I, PAUL L. EHRENZELLER, of Middle Paxton Township, Dauphin
County, Pennsylvania, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils
by me at any time made.
ITEM I: I direct that all inheritance and
estate taxes becoming due by reason of my death, whether such taxes
may be payable by my Estate or by any recipient of any property,
shall be paid by my Executor out of the property passing under this
Will which is not specifically bequeathed or devised, as an expense
and cost of administration of my Estate. My Executor shall have no
duty or obligation to obtain reimbursement for any such tax paid by
my Executor, even though on proceeds of insurance or other property
not passing under this Will. In the absolute discretion of my
Executor, my Executor may pay such taxes immediately or may post-
pone the payment of taxes on future or remainder interests until
the time possession thereof accrues to the beneficiaries.
ITEM II: I give, devise and bequeath to my
wife, ESTHER EHRENZELLER, absolutely and in fee simple, all of my
household furniture and furnishings, books, pictures, automobiles,
jewelry, china, silverware, linens, wearing apparel and all other
like articles of household or personal use or adornment, if she
survives me, or if she does not, in equal shares to such of my
children as survive me, to be divided between them as they shall
agree, my Executor to represent any minors in such division. Should
there be no agreement, such property shall be divided between them
by my Executor in as nearly equal portions as my Executor, in my
Executor's sole discretion, deems practical, having due regard to
the personal preference of such children. Any of such property to
which a minor becomes entitled may be delivered to the person with
whom the minor resides or who has the care or control of the minor,
without bond, and the receipt of such person shall be a complete
release of my Executor.
Page 1 of 4 pages.
ITEM III: I give, devise and bequeath all of
my property, real, personal and mixed, not expressly devised or be-
queathed elsewhere in this Will, to my wife, ESTHER EHRENZELLER.
ITEM IV: If my wife, ESTHER EHRENZELLER does
not survive me, I give, devise and bequeath all of my property,
real, personal and mixed, not expressly devised or bequeathed else-
where in this Will to my issue, per stirpes.
ITEM V: In the settlement of my Estate, my
Executor shall possess, among others, the following powers, to be
exercised for the best interests of the beneficiaries:
(a) To retain any investments I may have at my death
so long as my Executor may deem it advisable to my Estate
so to do.
(b) To vary investments, when deemed desirable by my
Executor, and to invest in such bonds, stocks, notes, real
estate mortgages, or other securities or in such other
property, real or personal, as my Executor shall deem wise,
without being bound by any statutes or rules of law regulating
investments' by executors.
(c) In order to effect a division of the principal of
my Estate or for any other purpose, including any final dis-
tribution, the Executor is authorized to make said divisions
or distributions of the personalty and realty partly or wholly
in kind. If such divisions or distributions are made in kind,
said assets are required to be divided or distributed at their
respective values on the date or dates of their division or
distribution.
(id) To sell either at public or private sale and upon
such terms and conditions as my Executor may deem advantageous
to the Estate, any or all real or personal estate or interests
therein owned by the Estate severally or in conjunction with
other persons or acquired after my death by my Executor, and
to consummate said sale or sales by sufficient deeds or other
Page 2 of 4 pages.
instruments to the purchaser or purchasers, conveying a fee
simple title, free and clear of all trust and without
obligation or liability to the purchaser or purchasers to
see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be necessary
or desirable, in carrying out any of the powers conferred
upon my Executor in this paragraph or elsewhere in my ~ill.
(e) To mortgage real estate, and to make leases of
real estate.
(f) To borrow money from any party, to pay indebtedness
of mine or of my Estate, expenses of administration or inher-
intance, legacy, estate or other taxes.
(g) To pay all costs, taxes, expenses and charges in
connection with administration of my Estate. My Executor
shall pay expenses of my last illness and funeral.
(h) To vote any shares of stock which form a part of
the Estate, and to otherwise exercise all the powers incident
to the ownership of such stock.
(i) In the discretion of my Executor, to unite with
other owners of similar property in carrying out any plans
for the reorganization of any corporation or company whose
securities form a part of the Estate.
ITEM VI: Any person who shall have died at
the same time as Testator, or in a common disaster with him, or
under such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased him.
ITEM VII: I nominate, constitute and appoint
my wife, ESTHER EHRENZELLER, to be my "Executor." In the event of
the death or resignation of ESTHER EHRENZELLER, as Executor, or her
refusal or inability to act as such, my daughter, JEAN EHRENZELLER
CRUM shall be substituted therefor. In the event of the death or
Page 3 of 4 pages.
resignation of JEAN EHRENZELLER CRUM, as Executor, or her refusal
or inability to act as such, my son THOMAS P. EHRENZELLER shall
be substituted therefor. My Executor is specifically relieved
fromth~duty or obligation of filing any bond or bonds.
IN WITNESS WHEREOF, I have set my hand and seal to this my
Last Will and Testament, consisting of this and the preceding
three (3) pages, this [~-x day of b~'~t~;/) 1981
Page 4 of 4 pages.
· '~ : "/" EAL)
(SEAL >
~' "I~ahl~L. EHren~eller -'
WITNESSES
Residing at
Residing at
(SEAL) Residing at
ACKNOWLEDGEMENT
COMlVIONWEALTH OF PENNSYLVANIA :
:
COUNTY OF :
SS:
I, PAUL L. EHRENZELLER, Testator whose name is signed to
the foregoing instrument, having been duly qualified according to
law, hereby acknowledge that I signed and executed the instrument
as my Last Will and Testament; that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn to
Testator, this
(SEAL)
and, ag~nowledged before me,. ~y Paul L. Ehrenzeller
/~. day of ,;(J~¢'~ , 1981. '
--/ Notary Public'
"'~UBERT D. MY[RS, NOTARY PUBLIt;
My COIT, miSSic,q Expires October 12, 1985
Upper Alien Twp.,. Cumberland County,
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
the wlunesses whos% nan.s are
SS:
:
signed to the fore~0ing instrument, being
duly qualified according to law, depose and say that we were present
and saw Testator sign and execute the instrument as his Last Will and
Testament; that he signed it willingly and that he executed it as his
free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the Last Will and
Testament as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
S wgrn~.to and subscr i~ed before me by ~~~ ~~~,
this /~-d~ day of ~_~P_J~_/y;¢~, , 188I. /'
(SEAL)
,, , --%fot%ry Public'
Lq:6V gL ~V~I ~0.
217
REV-t 500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I
REV-1500
INHERITANCE TAX RETURN 21-04-0253
RESIDENT DECEDENT ,COUN, COOE
I.-
Z
Z
O
G.
uJ
O
Z
Z
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
EHRENZELLER, PAUL L 180-26-5205
DATE OF DEATH (MM-OD-YEAR)
3/9/2004
DATE OF BIRTH (MM-OD-YEAR)
2/14/1931
IF AIA~!.JCABLE) &URVI.VING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~dCIAL SECURITY NUMBER
r~l. Onginal R~tum
E~4. Limited Estate
~']6. Decedent Died Testate (Attach copy of'Will)
E~9. Litigation Proceeds Received
----]2. Supplemental Return
~]4a. Future Interest Compromise (date of dealh after 12~12-82)
E~7. Decedent Maintained a Living Trust (Attach copy of Trust)
~'-]1 0. Spousal Po'~y Credit {date of death between 12-31-91 and 1-1-95)
~--~ 3. Remaindef Retum(dateofdeathpnorto 12-13-82)
[]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[--~1 1. Election to tax under Sec, 9113(A) (Attach Sch O)
NAME
JEAN R CRUM
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-540-9860
COMPLETE MAILING ADDRESS
1541 VESTA DRIVE
HARRISBURG, PA 17112
1 Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes ReceivaDle (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6 Jointly Owned Property (Schedule F)
~aSepar:~te Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
8, TOTAL GROSS ASSETS (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1) NONE
(2)
(3)
(4) NONE
(5)
29,872
(6) NONE
(7) NONE
OFFICIAL USE ONLY
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. TOTAL DEDUCTIONS (total Lines 9 & 10)
12. NET VALUE OF ESTATE (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(8)
207,749
4,544
6,650
(11)
11,194
(12)
196,555
(13)
(14)
196,555
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
X .0 (15) 0
196,555 X .0 45 (16) 8,845
X .12 (17) 0
X .15 (18) 0
(19) 8,845
EHRENZELLER, PAUL L 180-26-5205
217
Decedent's Complete Address:
STREET ADDRESS
ICITY
IMECHANICSBURG
STATE ZIP
PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
cre~i~/Payment~- -~
2.
A. Spousal Poverty Credit
B, Prior Payments
C. Discount
442
Total Credits ( A + B + C ) (2)
8,845
442
3. Interest/Pen¢lty if applicable
D. interest
E. Penalty
Total InterestJPenalty ( D + E ) (3) 0
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT
Check box on Page 1 Line 20 to request a refund (4) 0
5. if line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 8,403
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 8,403
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................ U b_J
right to designate who shall use the property transferred or its income; ............
b.
retain
the
c. retain a reversionary interest; or ...............................
d. receive the promise for life of either payments, benefits or care? ...................
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without ~'eceiving adequate consideration? ............................ E~ E~]
3.
Did
decedent
own an "in trust for'' or payable upon death bank account or security at his or her death? .... U b__J
4~ Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? ............................. [----] E~
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 penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
and complete. De.claration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE~,~ P.ERSON R.~_~BL_E FOR FILING RETURN DATE
ADDRE,~/~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIV'I~' DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 19951 the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. Section 9116 (a)(l.1)(i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1.1)(ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and tt~e statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty.one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1
The tax rate imposed on the net value of transfers to or for the use of tt~e decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)] .A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
EHRENTELLER, PAUL L
FILE NUMBER
21-04-0253
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
- -- All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
1399.207 SH JUNIATA VALLEY FINANCIAL @ $36.00 PER SHARE (JUVF)
200 SH AMGEN @ $62.76 PER SHARE (AMGN)
400 SH LUCENT @$3.90 PER SHARE (LU)
20'0 SH SPRINT CORP @ $18.73 PER SHARE (FON)
800 SH TEXAS INSTRUMENTS @ $30.26 PER SHARE (TXN)
200 SH VERIZON @ $39.20 PER SHARE (VZ)
38.567 SH COLUMBIA FDS TR III MID CAP VALUE FD CL A @ $25.81 PER SHARE (COLGX)
153.199 SH EURO PAC GROWTH FD CLASS F @ $31.99 PER SHARE (AEGFX)
13.619 SH FIDELITY ADV VII VALUE STRATIEGIES FD CL T @ $33.68 PER SHARE (FASPX)
22.77 SH FIDELITY ADVISOR SER SMALL CAP FUND CL T @ $21.27 PER SHARE (FSCTX)
317.63 SH GROWTH FUND AMER INC CL F @ $25.50 PER SHARE (GFAFX)
31.917 SH HARTFORD MUT FDS INC CAP APPREC FD CL A @ $30.30 PER SHARE (ITHAX)
1713.387 SH INTERMEDIATE BOND FD AMER CL F @ $13.19 PER SHARE (IBFFX)
276.214 SH WASHINGTON MUTUAL INVS FD CL F @ $29.71 PER SHARE (WSHFX)
SAVINGS BONDS
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
50,371
12,552
1,560
3,746
24,2O8
7,840
995
4,901
459
484
8,100
967
22,600
8,206
30,888
177,877
AT
REV-1508 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Include the proceeds of litigation and the date t;~e proceeds were ~'eceived by tile estate, ALL PROPERTY JOINTLY-OWNED WtTH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F
ITEM ~--
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
DESCRIPTION
PNC. INVESTMENT ACCOUNT
PNC CHECKING AND MONEY MARKET ACCOUNTS
DIVIDEND CHECK FROM JUNIATA VALLEY DATED 2/28/2004
REFUND FROM ALLSTATE FOR RENTERS INSURANCE
2003 IRS REFUND
1996 BUICK REGAL
COMPUTER
CD/DVD PLAYER
PERSONAL ITEMS
CLOTHING
FURNITURE
TENTATIVE 2004 IRS REFUND
CREDIT CARD REFUND FOR MAGAZINE SUBSCRIPTIONS
TOTAL (Also enter on line 5, Recapitulation)~
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
94
22,564
1,399
62
1,481
2,600
50O
100
5O
40O
150
2OO
235
37
29,872
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
EHRENZELLER, PAUL L
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
DESCRIPTION
FUNERAL EXPENSES:
GEIGLE FUNERAL HOME
P,~STOR
LUNCHEON
FLOWERS
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Zip
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State
Zip
~UBLIC NOTIFICATION IN DAUPHIN COUNTY REPORTER
PUBLIC NOTIFICATION IN PATRIOT NEWS, HARRISBURG, PA
PNC STOCK CERTIFICATE FEE
TOTAL (Also enter on line 9, Recapitulation} $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
3,112
3O0
100
381
275
65
151
160
4,544
REV-1512 EX+ (12-03) 217
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
EHRENZELLER, PAUL L
FILE NUMBER
21-04-0253
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
2.
3.
4.
5.
BETHANY VILLAGE
PHARMACY
DOCTOR
AMBULANCE
VERIZON (PHONE BILL)
DESCRIPTION
VALUE AT DATE
OF DEATH
6,293
188
100
58
11
TOTAL (Also enter on line 10, Recapitulation) $ 6,650
(If more space is needed, insert additional sheets of the same size)
217
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULEJ
BENEFICIARIES
ESTATE OF
EHRENZEL~ER, PAUL L
FILE NUMBER
NUMBER
I.
II.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABEE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
CAROL ANN MILLER
204 M,~IN STREET P O BOX 221
YORK SPRINGS, PA 17372
SHERRY LEE DETWEILER
1113 WESTMINSTER ROAD
HARRISBURG, PA 17109
THOMAS PAUL EHRENZELLER
10857 CAMPAIGN COURT
MANASSASS, VA 22110
JEAN RENEE CRUM
1541 VESTA DRIVE
HARRISBURG, PA 17112
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
DAUGHTER
DAUGHTER
SON
DAUGHTER
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
25%
25%
25%
25%
(If more space is needed, insert additional sheets of the same size)
THE
THE PATRIOT NEWS
SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is-the Asst· Controller of The Patriot News Co., a corporation organized and existing under the laws
of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in
the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The
Sundav Patri0t;New~ newspapers of general circulation, printed and published at 812 to 818 Market Street, in the
City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th,
1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in
their regular daily and/or Sunday/ Metro editions which appeared on the 27th day(s) of April and the 4th and 11th
day(s) of May 2004. That neither he nor said Company is interested in the subject matter of said printed notice or
advertising, and that all of the allegations of this statement as to the time, place and character of publication are
true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and
adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in
the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
C O P Y S orn to and subscribed ~ore/Fe~tt'~s~-////~ 12th/_ day o~'~la~E.0~:/A~.///~ ~"" D.
· lem/L. Russel ,Notarv P~h~
Ci~OfHamsbu Da '
.~ ..... Lrg, uph,nCour~/ J NOT,~:IY PUBLIC
~v~./~,c, mrn~ssicn t:xl~res June fi~2t~~. ..
mm~ss~on ex ~res June 6, 2006
JEAN R. EHRENZELLER CRUM, EXEC.
1541 VESTA DRIVE
HARRISBURG, PA. 17112
LETTERS OF ADN~INISTRATION IN
THE ESTATE OF PAUL L.
EHRENZELLER, late of Lower Allen Town-
ship, Cumberland County, Pennsylvania,
having been granted to the undersigned, all
~er~ons Indebted to the Estate are requested
to make Immediate Payment te, and those
having claims against will oresent them
without delay to:
Jeall Ehrullzeller Crum, Executrix
1541 Vesta Drive
Harrisburg, PA 17112
Statement of Advertising Costs
To THE PATRIOT-NEWS CO., Dr.
For publishing the notice or publication attached
hereto on the above stated dates
Total
$ 150·91
Publisher's Receipt for Advertising Cost
The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general
circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have
been duly paid.
Proof of Notice of Publication in Dauphin County Reporter
213 North Front Street, Harrisburg, PA 17101
UnderActs approved May 16, 1929, P. L. 1784 and April 24, 1931, P. L. 67, 45 P. S. 1 et seq.
State of Pennsylvania ~
County of Dauphin / ss:
~. Donald_Morgan, agent of the Publisher of the Dauphin County Reporter, of the County and State aforesaid, being
duly sworn, deposes and says that the Dauphin County Reporter, a legal periodical published in the City of Harrisburg,
County and State aforesaid, was established January 1, 1898, and designated the Legal Periodical for Dauphin County,
on February 5, 1919, since which date the Dauphin County Reporter has been regularly issued in said County, and
that the printed notice of publication attached hereto is exactly the same as was printed and published in the regular
editions and issues of the Dauphin County Reporter on the following dates, viz:
APRIL 30, 2004 and MAY 7 & 14, 2004
Affiant further deposes that he is the Agent of the Publisher of the Dauphin County Reporter, a legal Periodical
of general circulation, to verify the foregoing statement under oath, and that neither the affiant nor the Dauphin
County Reporter is interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in
the foregoing s"gt'5~ lents as to time, place and character of publication are true.
Sworn to and sub~
day of ./~,A AV
Nota~ ~
,,ly qommi~on E~tro~ ~. 5,
.Statement of Advertising Costs:
Estate of Paul L. Ehrenzeller
Copy of Notice of Publication
DECEDENTS ESTATES
NOTICE IS HEREBY GIVEN that let-
ters testamentary or of administration have
been granted in the following estates.
All persons indebted to the said estate
are required to make payment, and those
having claims or demands to present the
same without delay to the administrators
below.
ESTATE OF PAUL L. EHRENZELLER, late
of Lower Allen Township, Cumberland County,
Pennsylvania. Executrix: Jean Ehrenzellet Crum,
1541 Vesta Drive, Harrisburg, PA 17112.
a30-m 14
To DAUPHIN COUNTY REPORTER, Dr.
For publishing the notice or
publication attached hereto on the
above stated dates ............. $
Probating same ................. $
Total .................... $
64.00
1.00
65.00
Publisher's Receipt for Advertising Costs
The Dauphin County Roporter, a legal periodical,
hereby acknowledges receipt of the aforesaid notice
and publication costs and certifies that the same have
been duly paid.
DA~iPI-I_IN COUNTY~2~ PORTER,
By (..~~ ----,---
DATE OF DEATH (03/09/2004) VALUATION FOR EHRENZELLER PAUL L
EHRENZELLER PAUL L [2979-7492]
~.~i~ .... : , SYMBOL 03/09/2004 PRICE 03/09/2004VALUE
200 AMGEN AMGN $62.76 $12,552.00
400 LUCENT LU $3.90 $1,560.00
200 SPRINT CORP FON $18.73 $3,746.00
800 TEXAS INSTRUMENTS TXN $30.26 $24,208.00
200 VERIZON VZ $39.20 $7,840.00
CASH $94.0O
$5O,OOO.0O
EHRENZELLER PAUL L [2979-7494]
38.567 COLUMBIA FDS TR III "* MID CAP VALUE FD CL A COLGX $25.81 $995.41
153.199 EURO PAC GROWTH FD ',* CLASS F AEGFX $31.99 $4,900.84
13.619 FIDELITY ADV VII --,* VALUE STRATEGIES FD CL T FASPX $33.68 $458.691
22.77 FIDELITY ADVISOR SER '~* I SMALL CAP FUND CL T FSCTX $21.27 $484.32
317.63 GROWTH FUND AMER INC "* CL F GFAFX $25.50 $8,099.57
31.917 HARTFORD MUT FDS INC -,* CAP APPREC FD CL A ITHAX $30.30 $967.09
1713.387 INTERMEDIATE BOND FD "* AMER CL F IBFFX $13.19' $22,599.57
276.214 WASHINGTON MUT INVS FD"* CL F WSHFX $29.71: $8,206.32
$46,711.81
NOT WITH PNC INVESTMENTS
I 1399'2071JUNIATAVALLEY FINANCIAL I JUVF I $36'°°1 $5°'371'451
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003993
CRUM JEAN EHRENZELLER
1541 VESTA DRIVE
HARRISBURG, PA 17112
........ fold
ESTATE INFORMATION: SSN: 180-26-5205
FILE NUMBER: 2104-0253
DECEDENT NAME: EHRENZELLER PAUL L
DATE OF PAYMENT: 06/02/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/09/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $8,403.00
REMARKS:
CHECK# 514
SEAL
TOTAL AMOUNT PAID:
$8,403.00
INITIALS: AC
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDZVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COHNONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF ZNHERTTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JEAN R CRUH
1541 VESTA DR
HBG
PA 17112
DATE
ESTATE OF
DATE OF DEATH
FILE NUH~ER
COUNTY
ACN
07-19-2004
EHRENZELLER PAUL L
05-09-2004
21 04-0255
CUHBERLAND
101
Aaoun~ Remitted I
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THZS LINE ~ RETA]:N LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF EHRENZELLER PAUL L FILE NO. 21 04-0255 ACN 101 DATE 07-19-200~
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERN]:NG FUTURE ]:NTEREST - SEE REVERSF
APPRAZSE~ VALUE OF RETURN ~ASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A} (1)
2. S~ocks and Bonds (Schedule B) {2)
3. Closely Held S~ock/Par~narship Tn~eras~ {Schedule C) (3)
fi. Nor~gagas/Notas Receivable (Schedule D)
S. Cash/Bank Daposi~s/Hisc. Personal Propar~y (Schedule E) ($)
6. Jointly O.nad Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Ada. Costs/H/sc. Expenses (Schedule H) (9)
10, Dabts/Nor~gaga L/abil/~/as/L/ans (Schedule T) (10)
11. Total Daduc~/ons
12. Ne~ Value of Tax Return
.00
177~877.00
.00
NOTE: To /nsura proper
crad/t to your account,
suba/~ the upper por~/on
Zg~87Z.00
.00
.00 of this fora v/th your
tax payment.
.00
207,749.00
13.
14.
NOTE:
(8)
4,544.00
6~650.00
(11) 11.194.§§
(12) 196,555.00
Char/~abla/Govarnmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
Nat Value of Estate Subjac~ to Tax (14) 196,555.00
ASSESSNENT OF TAX:
1.;. Amount of L/ne 14 at Spousal ra~e
16. Aaoun~ of L/ne 14 ~axabla a~ L/naal/Class A ra~a
17. Aaount of L/ne 14 at S/bl/ng ra~:a
18. Amount of L/ne 14 taxable a~ Colla:karal/C1ass B ra~ce
19. Pr/nc/pal Tax Due
TAX CREDZTS:
PAYNENT RECETpT DTSCOUNT (+J
DATE NUNBER TNTEREST/PEN PATD (-)
06-02-2004 CD005995 442.25
Xf an assessment Nas issued previously, lines 14, 15 and/er 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
w111
TF PATD AFTER DATE TNDTCATED, SEE REVERSE
FOR CALCULATTON OF ADDZTTONAL TNTEREST.
(15)
(16)
(17)
(18)
]~ALANCE OF TAXDUEI .25CR
]:NTEREST AND PEN. I .00
TOTAL DUE I . Z5CR
( IF TOTAL DUE TS LESS THAN $1, NO PAYNENT TS REI;)UTRED.
ZF TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE STDE OF THTS FORN FOR TNSTRUCTTONS. )
RESERVAT[ON: Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred
in possession or enjoyment to Class B icollateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamfuI Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TZ P.S.
Section 9140).
PAYNENT: Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ILLS, AGENT
REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, say be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-lB13). Applications are available at the Office
of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-36Z-lOS0; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 (TT onlY).
OBJECTIONS: Any party in interest not satisfied with the appraisement, alloeance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue~ Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADNIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZBO601, Harrisburg; PA 17liB-0601
Phone i717) 787-6S05. Sea page S of the booklet -Instructions for Inheritanca Tax Return for a Resident
Decedent" IREV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three IS) calendar months after the decedent's death, a five percent iSZ) discount of
the tax paid is allowed.
PENALTY: The 1SX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the sase manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one il) day from the date of
death, to the data of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six lGZ) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z mill hear interest at a rate which will vary from calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor.
~ ZOZ .00054~ ~'~'8-1991 llX =000301 ~ 9X .000Z47
1983 16Z .000438 1992 92 .000Z47 ZOOZ 6Z .000164
1984 llZ .000301 1995-1994 72 .00019Z 2003 5Z .000137
1985 13Z .000356 1995-1998 9Z .OOOZ47 2004 4Z .OOOllO
1986 IOZ .000274 1999 7Z .O0019Z
1987 IOZ .O0027~ ZOO0 7Z .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUllBER OF DAYS DELZN~UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF PAUL L EHRENZELLER
Late of Lower Allen Township
Cumberland County, Pennsylvania
Estate No. 21-04-0253
....,"..
RECEIPT, RELEASE, AND REIMBURSEMENT AGREEMENT
of Jean R Crurn, Executrix
BENEFICIARIES: JEAN R CRUM
THOMAS P EHRENZELLER
SHERRY L DETWEILER
CAROL A MILLER
Date of Death: March 9,2004
Letters Granted: March 15, 2004
First Complete Advertisement of Grant of Letters:
May 4, 2004
Account Stated to April 23, 2005
~
ESTATE OF
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYL VANIA
PAUL L EHRENZELLER
ORPHANS COURT DIVISION
ESTATE NO. 21-04-0253
RECEIPT, RELEASE, AND
REIMBURSEMENT AGREEMENT
WHEREAS, PAUL L EHRENZELLER, late of Cumberland County, Pennsylvania
died testate on March 9, 2004, having first made his Last Will and Testament, duly
executed on the 15th day of March, 2004, which is recorded in the Office of the Register
of Wills of Cumberland County, Pennsylvania;
WHEREAS, by his aforesaid Last Will and Testament, the said Paul L Ehrenzeller
named JEAN R CRUM as Executrix of his Last Will and Testament;
WHEREAS, Letters Testamentary on the Estate of the said Paul L Ehrenzeller
were duly issued by the Register of Wills of Cumberland County, Pennsylvania, unto
JEAN R CRUM on March 15,2004;
WHEREAS, JEAN R CRUM as Executrix of the Estate of PAUL L
EHRENZELLER has gathered the assets of the Estate, which consists of personal
property as disclosed to the parties;
WHEREAS, the debts and deductions, including payment of the Federal Fiduciary
Taxes, have been paid as disclosed to the parties;
WHEREAS, it is the desire of the undersigned that distribution be made without
the formality of an accounting, and the said JEAN R CRUM is willing to make such
distribution upon the receipt of a proper release and indemnification, which it is the
purpose of this Agreement to provide.
NOW, THEREFORE, KNOW YE that we JEAN R CRUM, THOMAS P
EHRENZELLER, SHERRY L DETWEILER, and CAROL A MllLER,
Beneficiaries of the Last Will and Testament of PAUL L EHRENZELLER, do hereby
acknowledge that we have this day had and received from the aforesaid Executrix in full
and final satisfaction and payment of all sum or sums of money, legacies, bequests, and
devises as are given, devised or bequeathed by the said Last Will and Testament of
PAUL L EHRENZELLER, the amount of distribution which is set forth next to my name
on the attached Exhibit "A", which is a statement of the distributions of the Estate of
PAUL L EHRENZELLER;
In consideration of the delivery to us of the distribuiton as aforesaid, for ourselves,
our heirs, executors, adminstrators, and assigns, we do remise, release, quitclaim, and
forever discharge JEAN R CRUM, individua1ly and as Executrix of the Estate of PAUL L
EHRENZELLER, Deceased, of and from any and all actions, suits, payments, accounts,
claims, and demands whatsoever or by reason of her administration of the Estate of
PAUL L EHRENZELLER, Deceased, hereby agreeing that the Orphans' Court Division
of the Court of Common Pleas, Cumberland County may, by its decree, confirm the said
account and discharge JEAN R CRUM.
We further agree to indemnifY and hold harmless JEAN R CRUM from any and
all claims, loss, liability, and damage which she may suffer or to which she may be
subjected by reason of the settlement of this account and distribution of the assets of the
said PAUL L EHRENZELLER without court approval.
We do further declare it is our intention to be legally bound by the execution of
this instrument and do hereby convenant and agree with the said Executrix and with each
other, that should any liability come known against the Estate of PAUL L
EHRENZELLER after the signing of the Agreement, we will contribute pro rata with the
other residual beneficiaries of the estate to satisfY any and all claims, demands, suits, or
causes of action which may be successfully prosecuted against the Estate of PAUL L
EHRENZELLER, Deceased, or the aforesaid Executrix in her capacity as such after the
signing, sealing, and delivery of the Receipt, Release, and Reimbursement Agreement.
IN WllNESS WHEREOF, we have hereunto set our hands and seals the
~"2:, day of A~ ,2005.
WITNESS:
- ,,'-'f
( 2'Cf? ~cc-=
, , A-' -~::-...- ,-,-,:,;,~.. .-,:-;,,'-~
/?J ~:. p':;"
c;..": .-'--
..... ~"",.
,
/U~~. /;2-~-
/Z) /'A.: ~::" -
.-
~~ /,Y.
(.~ "
'! /{
>-f-U~ J .~. 'L
/ / ./' ' V "'----
J~ R CRUM, Executrix of the Estate of
PA~iEHRENZE~~ER
/:Z:;U-L./lA.../L L~
JlLiW R CRUM, Bjmeficiary -
/ {;( 1
r{t
THOMAS P EHRENZ
s~.~~
SHERRY ETWEILER, BenefiCiary
~-I/ ?l4:/L;
CAROL A MILLER, Beneficiary
EXHIBIT "A"
ESTATE OF PAUL L EHRENZELLER
ASSETS:
JUNIATA V ALLEY BANK STOCK 1399.207 sh value $50371
STOCKS & BONDS WITH PNC FINANCIAL value $96618
US SAVINGS BONDS $30888
CASH $25637
PERSONAL ASSETS - CAR, FURNITURE, CLOTHING $ 4000
LIABILITIES: FUNERAL EXPENSES
ADMINISTRATIVE COSTS
DEBTS OF DECEDENT
P A INHERITANCE TAX
IRS 2004 INCOME TAX DUE
PA DEPT OF REVENUE 2004 TAX DUE
NET LOSS FROM INVESTMENTS
DISTRIBUTIONS
CAROL A MILLER - 349 SH JUVF VALUED
1ST DISTRIBUTION 5/7/2004
FINAL DISTRIBUTION 2/20/2005
SHERRY L DETWEILER - 349 SH JUVF VALUED
1ST DISTRIBUTION 5/7/2004
FINAL DISTRIBUTION 2/20/2005
THOMAS P EHRENZELLER - 349 SH JUVF VALUED
1ST DISTRIBUTION 5/7/2004
FINAL DISTRIBUTION 2/20/2005
JEAN R CRUM - 349 SH JUVF VALUED
1ST DISTRIBUTION 5/7/2004
FINAL DISTTIBUTION 2/20/2005
$207514
$ 3893
$ 526
$ 6650
$ 8403
$ 3094
$ 1402
$ 3470
$ 27438
$180076
$12564
$28100
$ 4355
$45019
$12564
$28100
$ 4355
$45019
$12564
$28100
$ 4355
$45019
$12564
$28100
$ 4355
$45019
We do further declare it is our intention to be legally bound by the execution of
this instrument and do hereby convenant and agree with the said Executrix and with each
other, that should any liability come known against the Estate of PAUL L
EHRENZELLER after the signing of the Agreement, we will contribute pro rata with the
other residual beneficiaries of the estate to satisfY any and all claims, demands, suits, or
causes of action which may be successfully prosecuted against the Estate of PAUL L
EHRENZELLER, Deceased, or the aforesaid Executrix in her capacity as such after the
signing, sealing, and delivery of the Receipt, Release, and Reimbursement Agreement.
IN WITNESS WHEREOF, we have hereunto set our hands and seals the
)9
day of
4.1ul
,
,2005.
,V~K~
~t~~
SHERRY DETWEILER, Beneficiary
000 c c: ...J\o.t
~/ 0tJ!t.
CAROL A MILLER, Beneficiary
COMMONWEALTH OF FENNSYL VANIA)
SS:
COUNTY OF ----p MflI4tW' )
fJ~1t A~' /'
On this, the<"-) day of GL- \... ,2005, before me, a Notary Public,
personally appeared JEAN R CRUM known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within instrument and acknowledged
that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
/~~~~~ --.
. "./ --/~/ ~ ~-------
/ __"'~ .___ c:... ,J.. ..-
/~~ --
~.~ /
- Notary Republic
(Seal)
My Commission Expires:
NOTARIAL SEAL
CHARLES FRANK CLASS, III, NOlary Public
City of Harrisburg, Dauphin County
M Cllmmission Expires April 30, 2007
COMMONWEALTH OF PENNSYLVANl1\:)
: ss:
COUNTY OFuauLJhiYI )
I
On this, the ,~q ~daY of It ~ r, I
, 2005, before me, a Notary Public,
personally appeared SHERRY L DETWEILER known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained,
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
/v
;t
N Public
al) .i ..y 0-5
My Commission Expires: Npv, ,J,f>
NOTARIAL SEAL .
JULIA R. ERB. Notary Public
Su uehanna Twp.. Oauphln Cour.ty
My domml&s;on Expires Nov. 5. 2005
COMMONWEALTH OF PENNSYL VANIA)
SS:
Hbffrfl S,
)
COUNTY OF
On this, the daD day of fYlo..A_i-- ,2005, before me, a Notary Public,
a
personally appeared CAROL A MILLER known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
C~OYlP1A~
Notary P lie
(Seal)
My Commission Expires: {I- ad. .{)r
't-:" :'''\ :.l~.',,-:_,:.;,.:_;c..~: ".;;.;..."-',;. ..........-..<".
Notarial St)RlI
IIIIaIY A. Ilewmsn, Natali: Publ1c
Oibd 1\op. Adams County
_0. " - ~ Nov. 22, 1lXTl
COMMONWEALTH OF VIRGINIA)
COUNTY OF -PI': I'{'-l' II j; \ \ i QI'Y\
SS:
)
On this, the I D day On}'Jflj ,2005, before me, a Notary Public,
personally appeared THOMAS P EHRENZELLER known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
-----
--t~t~\1).t
Notary b IC
(Seal)
My Commission Expires: II} CD/ b?
Cuwberland Count:{ -,. Register Of
One Courthouse Square
Carlisle! ?A i7013
Phone: (717) 240-6345
T,'T ~ , , _
VV ..l..l..l ~
Date: 2/02/2006
CRUM JEAN EHRENZELLER
1541 VESTA DRIVE
HARRISBURG, PA 17112
RE: Estate of EHRENZELLER PAUL L
File Number: 2004-00253
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/09/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
T. _.-J~.__
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Name of Decedent:
STATUS REPORT Ul\l"DER Rill.,E 6.12
~(^-'^-\ L ["'V"~V\.L~\\-ev-
.
Date of Death: :3 \ 4. I 2. '" C> LI
Estate No.: ~ \- Olt- O?. 5.~
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: _,
3. If the answer to No. 1 is Yes, state the followmg:
a. Did the personal representative file a final accoUrit with the CoUrt?
Yes~' No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
Date:
c. Did the personal representative state an accountjnformally to the pa,.'ties in
interest? Yes 0 No ~ 5" e.JL C'- ~~....t,-,,-;? c'~:.. \-"<J....
~c--..C\ S(~-"-->c- \--, 0LD pC'.,~' ~ ')
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. //- )
:J/3/(J~ "-~~~
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Name
\ S-L( \ V~ s ~ V'y.'u<-
Address \:~..\;, s~ '-^(::) of ~ \ t \ \<-
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Telephone No.
,
Capa.citi: 1><f Personal i<,.epreserl:a:ivt~
o C.ollIlsel for personal represer.!.tative
~L'
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: l717) 240-6345
4
Date: 2/02/2006
CRUM JEAN EHRENZELLER
1541 VESTA DRIVE
HARRISBURG, PA 17112
RE: Estate of EHRENZELLER PAUL L
File Number: 2004-00253
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/09/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF PAUL L EHRENZELLER
Late of Lower Allen Township
Cumberland County, Pennsylvania
Estate No. 21-04-0253
RECEIPT, RELEASE, AND REIMBURSEMENT AGREEMENT
of Jean R Crum, Executrix
BENEFICIARIES: JEAN R CRUM
THOMAS P EHREN ZELLER
SHERRY L DETWEILER
CAROL A MILLER
Date of Death: March 9, 2004
Letters Granted: March IS. 2004
First Complete Advertisement of Grant of Letters:
May 4, 2004
Account Stated to April 23, 2005
ESTATE OF
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
PAUL L EHRENZELLER
ORPHANS COURT DIVISION
ESTATE NO. 21-04-0253
RECEIPT, RELEASE, AND
REIMBURSEMENT AGREEMENT
WHEREAS, PAUL L EHRENZELLER, late of Cumberland County, Pennsylvania
died testate on March 9, 2004, having .first made his Last Will and Testament, duly
executed on the 15th day of March, 2004, which is recorded in the Office of the Register
of Wills of Cumberland County, Pennsylvania;
WHEREAS, by his aforesaid Last Will and Testament, the said Paul L Ehrenzeller
named JEAN R CRUM as Executrix of his Last Will and Testament;
WHEREAS, Letters Testamentary on the Estate of the said Paul L Ehrenzeller
were duly issued by the Register of Wills of Cumberland County, Pennsylvania, unto
JEAN R CRUM on March 15, 2004;
WHEREAS, JEAN R CRUM as Executrix of the Estate of PAUL L
EHRENZELLER has gathered the assets of the Estate. which consists of personal
property as disclosed to the parties;
WHEREAS, the debts and deductions, including payment of the Federal Fiduciary
Taxes, have been paid as disclosed to the parties;
WHEREAS, it is the desire of the undersigned that distribution be made without
the formality of an accounting, and the said JEAN R CRUM is willing to make such
distribution upon the receipt of a proper release and indemnification, which it is the
purpose of this Agreement to provide.
NOW, THEREFORE, Ki'JOW YE that we JEA1'J R CRUM, THOMAS P
EHRENZELLER, SHERRY L DETWEILER, and CAROL A NllLLER,
Beneficiaries of the Last Will and Testament of PAUL L EHRENZELLER, do hereby
acknowledge that we have this day had and received from the aforesaid Executrix in full
and final satisfaction and payment of all sum or sums of money, legacies, bequests, and
devises as are given, devised or bequeathed by the said Last Will and Testament of
PAUL L EHRENZELLER, the amount of distribution which is set forth next to my namt;;
on the attached Exhibit "A", whieh is a statement of the distributions of the Estate of
PAUL L EHRENZELLER;
In consideration of the delivery to us of the distribuiton as aforesaid, for ourselves,
our heirs, executors, adminstrators, and assigns, we do remise, release, quitclaim. and
forever discharge JEAN R CRUNI, individually and as Executti-.;: of the Estate of PAUL L
EI-mENZELLER, Deceased, of and from any and all actions, suits, payments, accounts,
claims, and demands whatsoever or by rcason of her administration of the Estate of
PAUL L EHRENZELLER, Deceased, hereby agreeing that the Orphans' Court Division
of the Court of Common Pleas, Cumberland County may, by its decree, confirm the said
account and discharge JEAN R CRU1vf.
We further agree to indemnif}' and hold harmless JEAN R CRlJ1'vf from any and
all claims, loss, liability, and damage which she may suffer or to which she may be
subjected by reason of the settlement of this account and distribution of the assets of the
said PAUL L EHRENZELLER without court approval.
We do further declare it is our intention to be legally bound by the execution of
this instrument and do hereby convenant and agree with the said Executrix and with each
other, that should any liability come known against the Estate of PAUL L
EHRENZELLER after the signing of the Agreement, we will contribute pro rata with the
other residual beneficiaries of the estate to satisfY any and all claims, demands, suits, or
causes of action which may be successfully prosecuted against the Estate of PAUL L
EHREN ZELLER, Deceased, or the aforesaid Executrix in her capacity as such after the
signing, sealing, and delivery of the Receipt, Release. and Reimbursement Agreement.
IN WITNESS WHEREOF, we have hereunto set our hands and seals the
9- .~ day of A~ ' 2005.
WITNESS:
~\
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.L!; . . . ~ . ....- . .
.'
',~"Cc'L. 1.-, tC.( ~.
JEAN R CRUM. Executrix of the Estate of
---'
P A~L-L EHRENZELLER
". ' ) /:r
-~ t'L---L..-~ /c L-~
JEAN R CRUM, Beneficiary ----.
~TlH/~O? MA' . 's P("E{HREeC1N' Z driL-
LER, Beneficiary
/;JJ~g~.p-~" --
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SHERRY Lj)ETWEILER. Beneficiary
/~~ ~? ."
d J/ ;?; '1/:L/
.'- - ~. (
CAROL A MILLER, Beneficiary
We do further declare it is our intention to be legally bound by the execution of
this instrument and do hereby convenant and agree with the said Executrix and with each
other, that should any liability come known against the Estate of PAUL L
EHRENZELLER after the signing of the Agreement, we will contribute pro rata with the
other residual beneficiaries of the estate to satisfY any and all claims, demands, suits, or
causes of action which may be successfully prosecuted against the Estate of PAUL L
EHRENZELLER, Deceased, or the aforesaid Executrix in her capacity as such after the
signing, sealing, and delivery of the Receipt, Release, and Reimbursement Agreement.
IN WITNESS WHEREOF. we have hereunto set our hands and seals the
)y
day of
A r: N~f
I
,2005.
WITNESS:
\~J ~
~Ia ;;~~/L\ ~ _
JEAMR--CRUM, Executrix of the Estate of
. ," h(U~L E~RENZELLER
Ct/7 /2~ '. I~ /
_ at . ,1'(J~k::k.J // '~ ~t-1:~ ./
o JE~tROM. Beneficiary---
'fuQ \L~ I . Zlt
\t~U) K Smd
.t~~.'.~
DETWEILER, Beneficiary
00 C. ~~Q.~
~/ %:(/4
CAROL A MILLER, Beneficiary
COMMONWEALTH OF FENNSYL VANIA)
SS:
COUNTY OF -r M1l!4/~.j )
On this, the;L~1j~ay of A ~c C , 2005, before me, a Notary Public,
personally appeared JEAN R CRUM known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within instrument and acknowledged
that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
. . ~
<~~~- ....
.---,. ------~----
...--------.-/' -
_--- L."-
~
Notary Republic
(Seal)
My Commission Expires:
~IOT ARIAL SEAL . - ----I
CHARLES FRANK CL<\SS, III, NOl31Y PubliC I'
Cily of Hamsburg. Dauphin County _ I
Nly Commission Expires Apri130. 2001 I
COMMONWEALTH OF PENNSYL VANIA)
ss:
COUNTYOF 'UaUOhnl
I
On this, the Aq ~ay of It ~ r, )
, 2005, before me, a Notary Public,
personally appeared SHERRY L DETWEILER known to me (or satisfactorih'
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained,
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
[~/J
N
.S aI) ( t! 17"" ;;>.:5
My Commission Expires: }v t.) "~::;I, /'
NOTARIAL SEAL ,
JULIA R. em. Notnrj Pubhc ,
h nnn Twp Daup;-;in County
Susque il " , i' 5 "005
My commission E:r.plres t 0 I. ,"
COMMONWEALTH OF PENNSYLVANIA)
SS:
Hb4t1l S
)
COUNTY OF
On this, the daD day of fYlClA_i- ,2005, before me, a Notary Public,
G
personally appeared CAROL A MILLER known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
1 n(1J~Ol1p!'l,>L()~
Notary P lic
(Seal)
My Commission Expires: (1- ad. -0'7
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. .
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'.~4i..l ~~. _ )J'Glf:;Ff'~-f ".j v.i.:'j;!"!; r..l'l~lj{;
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''':''_:'':_~:~:':.... 7;;';.;:.:o.:r"'.......-..",.... ,"--~"o~:'_"'..-'- _';C_-'---'-'_~__"__'
COMMONWEALTH OF VIRGINIA)
COUNTY OF t:....; rf"-.f II j: \ \ i Q .'Y\
SS:
)
On this, the ) D day of)Y\ o..j ,2005, before me, a Notary Public,
personally appeared THOMAS P EHRENZELLER known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~L-
Notary( bhc
(Seal)
My Commission Expires: II J?p1 b ~
EXHIBIT "A"
ESTATE OF PAUL L EHRENZELLER
ASSETS:
JUNIATA VALLEY BANK STOCK 1399.207 sh value $50371
STOCKS & BONDS WITH PNC FINANCIAL value $96618
US SAVINGS BONDS $30888
CASH
$25600 '-::.. ~- G 3 7
PERSONAL ASSETS - CAR, FURNITURE, CLOTHING $ 4000
LIABILITIES: FUNERAL EXPENSES
ADMINISTRATIVE COSTS
DEBTS OF DECEDENT
P A INHERITANCE TAX
IRS 2004 INCOME TAX DUE
P A DEPT OF REVENUE 2004 TAX DUE
NET LOSS FROM INVESTMENTS
DISTRIBUTIONS
CAROL A MILLER - 349 SH JUVF VALUED
1ST DISTRIBUTION 517/2004
FINAL DISTRIBUTION 2/20/2005
SHERRY L DETWEILER - 349 SH JUVF
1ST DISTRIBUTION 51712004
FINAL DISTRIBUTION 2/20/2005
$207477
? Q7 S-ILj
$ 3893
$ 526
$ 6650
$ 8403
$ 3094
$ 1402
$ 34B- ?,~7()
$ R4(}tc.. -, l.../ "5 <;-'"
$180076
$12564
$28100
$ 4355
$45019
VALUED $12564
$28100
$ 4355
$45019
THOMAS P EHRENZELLER - 349 SH JUVF VALUED $12564
1ST DISTRIBUTION 517/2004 $28100
FINAL DISTRIBUTION 212012005 $ 4355
Jt.i\..:."l R CRUM - 349 SH JUVF VALUED
1ST DISTRIBUTION 517/2004
FINAL DISTTIBUTION 212012005
$45019
$12564
$28100
$ 4355
$45019
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
CRUM JEAN EHRENZELLER
1541 VESTA DRIVE
HARRISBURG, PA 17112
_.u._n fold
ESTATE INFORMATION: SSN: 180-26-5205
FILE NUMBER: 2104-0253
DECEDENT NAME: EHRENZELLER PAUL L
DATE OF PAYMENT: 06/02/2004
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/09/2004
NO. CD 003993
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,403.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$8,403.00
REMARKS:
CHECK# 514
SEAL
INITIALS: AC
RECEIVED BY:
TAXPAYER
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I,
GLENDA FARNER STRASBAUGH
estate of EHRENZELLER PAUL L
Register for the Probate of Wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 15th day of March, Two Thousand and Four,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, la te of LOWER ALLEN TOWNSHIP
(Last, First, Middlel
in said county, deceased, to CRUM JEAN EHRENZELLER
(Last, First, Middlel
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 19th day of April
Two Thousand and Four.
File No. 2004-00253
PA File No. 21-04-0253
Da te of Dea th 3/09/2004
S. S. # 180-26-5205
}~/1;y/" /_ ~2:;;;?e//~~<~c~ / ~ j_ <
" Register I/. , _/
ruJ AL-/ /C rucy
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No. ._~,. O0/-/ - 6 6 '~ ~'~ ~ Admin. No. ~ \ - 0 ~ - 0 ~L ~q~ ~
To the Register:
I certify that notice of (benefid~! interest) estate udmlni.~truti0n required by Rule $.6(a) of .the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 3 II 2. I o~ :
Name
Address
V,q- o
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Telephone (-/,9) 5'1-/0" 9 g(o 0
Capacity: L/' Personal Representative
Counsel for personal representative