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HomeMy WebLinkAbout05-12-1015056041114 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 2aosol INHERITANCE TAX RETURN ~ t! I (~ ~~Q ~ z- Harrisbur PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 178-16-6479 03062010 12021922 Decedent's Last Name Suffix Decedent's First Name M! KINTZER NORMAN J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return [~ 2. Supplemental Retum 0 3. Remainder Retum (date of death 4. Limited Estate 0 ~ 4a. Future Interest Compromise (date of prior to 12-13-82) 0 5. Federal Estate Tax Retum Required death after 12-12-82) ® 6. Decedent Died Testate (Attach Copy of Will) Q 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes Q 9. Litigation Proceeds Received (Attach Copy of Trust) Q 10. Spousal Poverty Credit (date of death Q 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO Name : Daytime Telephone Number ANN OPDYKE DEELEY, EA 717-657-0316 Firm Name (If Applicable) REGISTER O~F]WILLS USE O H&R BLOCK PREMIUM ~-~ ~ _, .=';= First line of address ~ `-` ' ~ ; J ~ ?~ t -~ 4 811 DONE STOWN ROAD STE 12 5 ~~ 'T - ~ ,; - Second line of address .~? N .. _ . - '--- ~ . _ ~ . City or Post Office State ZIP Code DA JF!!ED ~ rT1 • N . > HARRISBURG PA 17109 N Correspondent's a-mail address: ANNOPDYKE .DEELEY@TAX . HRBLOCK . COM 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, correct and comnlgte. Declaration of preparer other than the personal representative is based on all information of which oreoarer has anv knnurlarino JIIaNA I urlt RSON~iE P I~LE~E~.OR FILING RETURN ~ ~~ AD S 9 V~ILHELM RO HARRISBURG, PA 17111 DA ~G fir`'? /c~ ADDRESS 4811 JONESTOWN ROALS STE 125 HARRISBURG, PA 17109 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041114 15056041114 J J 15056042115 REV-1500 EX Deced ent's Social Security Number decedent's Name: NORMAN J KINTZ ER 17 8 -16 - 6 4 7 9 RECAPITULATION 1. Real estate (Schedule A) ,,, , , , , , , , , , , ~ „ .. . , , . , 1, NONE 2. Stocks and Bonds (Schedule B) ....... . . . . . . . . . . .. . . . ....... . e .... . 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . , ... 3. NONE 4. Mortgages & Notes Receivable (Schedule D) ......................... ... 4. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. , 5. 9 0 713.0 0 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ...... .. 6 NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) Separate Billing Requested ...... . . 7, NONE 8. Total Gross Assets (total Lines 1-7) . . ................ . ............. .. 8. 9 0 713 , 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ...... ........... .. 9. 1212.0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. .. 10. NONE 11. Total Deductions (total Lines 9 & 10) ............................... .. 11. 1212.0 0 12. Net Value of Estate (Line 8 minus Line 11) ........................... .. 12. 8 9 5 01 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has not been made (Schedule J) ....... .............. . 13. 0 - 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14 8 9 5 01 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)x.o 0 89501.00 15, 0.00 16. Amount of Line 14 taxable at lineal rate X 0 4 5 17. . Amount of Line 14 1 g, 0, 0 0 taxable at sibling rate X - 12 18. Amount of Line 14 taxable 17. 0. 0 0 at collateral rate X , 15 t 8. 0 . 0 0 19. TAX DUE ....................................................... 19. O . 0 0 20. FILL IN THE OVAL IF YOU ARE REOUESTiNG A REFUND OF AN OVERPAYMENT Side 2 15056042115 15056042115 J REV-1500 EX Page 3 178-16-6479 Decedent's Complete Address: DECEDENT'S NAME NORMAN J KINTZER STREET ADDRESS ?189 PINE ROAD CITY File Number 21-10-0251 DECEDENT'S SOCIAL SECURITY NUMBER 178-16-6479 STATE ZIP 1 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalry if applicable D. Interest E. Penalty (1) 0 00 Total Credits (A + B + C) (2) 0 00 Total InteresUPenalty (D + E) (3) 0 00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0 00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0 00 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 : ....... . ....... . ..... . ................. b. retain the right to designate who shall use the property transferred or its income : ................ c. retain a reversionary interest; or . .... . .................. . , . ..... , , , , , .. , ... , .... d. receive the promise for life of either payments, benefits or care? ....... ..................... X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................ .......... ..................... 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? .. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...... . ............ .. , , , , _ .............. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the 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 zero (0) percent [72 P.S. §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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)J. Asibling 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-1508 EX+(6-98) SCHEDULE E p ~~++ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, $c M~a7C. INHERITANCE TAX RETURN PERS~NAL ~R~PERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER NORMAN J KINTZER 21-10-0251 Include the proceeds of litigaYEon and the date the Droceeds were receivPrl by rt,A o~r~ro I~~ niu~C suave Is neeaea, Insert atlclmonal sheets Of the same size) REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS `"" ^' ~ "' FILE NUMBER NORMAN J KINTZER 21-10-0251 Debts of decedent must be reported on Schedule I. A. 1 B. 1 FUNERAL EXPENSES: HETRICK FUNERAL HOME 3125 WALNUT STREET HARRISBURG PA 17109 V1INISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip 2. 3. 4. 5. 6. 7. Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Retum Preparer's Fees Zip 636 276 300 TOTAL (Also enter on line 9 R (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER NORMAN J KINTZER 21-10-0251 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I, TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) DORIS L KINTZER SPOUSE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) ESTATE OF NORMAN J KINTZER 21-10-0251 LAST WILL AND TESTAMENT 3105.505 TtEV !Ol/0?) ;N,e fn,• ti.,i,c certifi~are, ~6.On Certii'ication 1\TU.nbe: °~/~~'~Qf~~L'z: 6$ oS sGQE'~ai $¢i C~CP~76iCS$~ $~ES GD~~ b~ ~V~ET$@3S$u$ CP ~~f3$E3C~FCS~u'1. • • Ti7is rs to cert..ify that the information here ~iveri is ~ii1Yi.;Ci.iy CCi~},cd viYY al ~L'i~YI"iui CeiilflCatz 01 ~cflti3 ;,',ir~! °~.{9 ~~. IEI ., r:E i( J~ ~f'.ar c'Ef:zl". -"1'r •.,•]~: r'.~'Y certifieate will l:,e forwarded to the state rdi~~l lcecords lifTice t~orrmanent rilin¢. ., ~ ~ „ .~ Local I~eaist; ar __~~ Date Issued ~N~O5~~.7 REV 11,1006 ------ ttPE . PRNfT W PERAUNENT BLACx we 7. Name of Deceaenl IFrst, Norman J s. 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Harr err AOanu a Perm Wro - S c«rorra caw a D..m UI ~ Rears ~IyZlol ewlM«w. 'T e r t+n;4 ~ ,• o N r +,t ~ L~l It~t '~"-~ ~n.'ii"e" .2 3 7 c; ; ~~I ~ T:.,~: .tom' Ditppsrm Pemr No. m, r•r. Yaal Yv } ia• REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No. Estate Of : NORMAN J KINTZER CERTIFICATE OF GRANT OF LETTERS PA No . 21- 10- 0251 (First, Middle, Lastl Late Of : PENN TOWNSHIP CUMBERLAND COUNTY Deceased Soci a1 Security No : 178-16-6479 WHEREAS, on the 12th day of March 2010 an instrument dated August 19th 2004 was admitted to probate as the last will of NORMAN J K/NTZER (First, Middle, Last) Late of PENN TOWNSHIP, CUMBERLAND County, who died on the 6th day of March 2010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: NORMA J ClGIC who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, alI of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 12th day of March 201 D. **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF NORMAN J. KINTZER I, NORMAN J. KINTZER, of Dauphin County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power ~ ~ , of appointment. ~O ° ~:.:; ~ _-; ~' ~:: rv t. - a o =.. Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my wife, DORIS L. KINTZER, of Dauphin County, Pennsylvania. In the event that DORIS L. KINTZER predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate according to the following schedule: A. ONE THIRD (1/3) to my daughter, NORMA J. CIGIC, of Dauphin County, Pennsylvania. B. ONE THIRD (1/3) to my daughter, PATRICIA A. ZEAGER, of Lancaster County, Pennsylvania. C. ONE THIRD (1/3) IN EQUAL SHARES to my grandson, DANIEL S. KINTZER, of Perry County, Pennsylvania, to my granddaughter, CHRISTINA N. GRAY, of Adams County, Pennsylvania, to my granddaughter, CANDIS L. CHUBB, of Cumberland County, Pennsylvania, and to my granddaughter, ELLY M. RODGERS, of York County, Pennsylvania. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue, natural or otherwise, who survive me, per stirpes, or if he or she has no issue, the share(s) are to be added equally to the other shares. -2- Article V Ifa beneficiary under this Will has not attained the age oftwenty-five (25) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be~as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education (including college, trade school, or other similar training or education) of the child until the child attains the age of twenty-five (25) years. B. Upon attaining the age of twenty-two (22), one-third (1/3) of the principal and accumulated income, of the child's share shall be distributed outright to the child. C. Upon attaining the age oftwenty-five (25), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. D. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subj ect to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article VII I hereby appoint CANDIS L. CHUBB as Trustee of any Trust(s) created in this Will for DANIEL S. HINTZER's children, for CHRISTINA N. GRAY's children, and for ELLY M. -3- RODGER's children. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of CANDIS L. CHUBB, I nominate and appoint CHRISTINA N. GRAY as Successor Trustee of any Trust(s) created in this Will for CANDIS L. CHUBB's children, for DANIEL S. KINTZER's children, and for ELLY M. RODGER's children. Article VIII I hereby appoint PATRICIA A. ZEAGER as Trustee of any Trust(s) created in this Will for NORMA J. CIGIC's children, grandchildren and/or great grandchildren. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of PATRICIA A. ZEAGER, I nominate and appoint TRICIA A. CRESSLER, of Cumberland County, Pennsylvania, as Successor Trustee of any Trust(s) created in this Will for NORMA J. CIGIC's children, grandchildren and/or great grandchildren. Article IX I hereby appoint NORMA J. CIGIC as Trustee of any Trust(s) created in this Will for PATRICIA A. ZEAGER's children, grandchildren and/or great grandchildren. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of NORMA J. CIGIC, I nominate and appoint TRICIA A. CRESSLER, as Successor Trustee of any Trust(s) created in this Will for PATRICIA A. ZEAGER's children, grandchildren and/or great grandchildren. Article X In order to carry out the purposes of the Trust(s) established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: -4- (a) to retain in the form received and/or to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article XI I nominate, constitute, and appoint DORIS L. KINTZER Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint PATRICIA A. ZEAGER successor Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any _5_ reason whatsoever of PATRICIA A. ZEAGEI2, I nominate, constitute and appoint NORMA J. CIGIC successor Executrix of my Last Will and Testament. I direct that my Executrix or successor Executrixes be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. My Executrix and successor Executrixes shall receive reasonable compensa±ion for services rendered to my estate. Article XII In addition to the powers conferred by law, I authorize my Executrix and successor Executrixes, in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms. of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, -6- (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, NORMAN J. KINTZER, hereby set my hand to this my Last Will and Testament, on ,~- / C~ , 2004. N ~ A NTZE In our presence, the above-named NORMAN J. KINTZER signed this and declared this to be his Last Will and Testament, and now at his request, in his presence, and in the presence of each other, we sign as witnesses. Name Address ~~~~ ~~~~~ 845 Sir Thomas Court, Suite 12, Harrisburg, PA 17109 L--! - ~ C12.~ 845 Sir Thomas Court, Suite 12, Harrisburg, PA 17109 -7- I, NORMAN J. HINTZER, Testator, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by NORMAN J. HINTZER, the Testator, on ~ i % ,2004. ~kfl C~.1rf.-t,~~./Lt.l7 !.f - KQ~AG- ~~1~'~'/.~-~-" ~ ~~•/ } .z.-~ Mary Pi~`blic '!~g IAN J. NTZER COMMONWEALTH OF PENNSYLVANG NOTARtAI SEAL 1A000ELINE A. KELLY, NOTARY PUBLIC LOWER PAXTON TWP., DAUPHIN COUNTY LLY COMMISSION EXPIRES DEC. iT, 2007 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testator sign and execute this instrument as his Will; that he signed and executed it willingly as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that he was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ~t aL~.:,3~.iC 1~. and J u atr~~-tt ~1- ~~ ~s v l~ witnesses, on c~-! ~ , 2004. ~ of ~'ublic Witness tress COMMONWEALTH OF PENNSYLVANIA -s- NOTARUtI SEAL 11U~UELINE A. KELLx NOTARY PUBLIC LOWER PAXiON TYYP., DAUPHIN COUNTY MY COMMISSION EXPIRES DEC. 17, 2001 ESTATE OF NORMAN J KINTZER 21-10-0251 SCHEDULE E Account 8114XXXXXX KINTZER,NORMAN J ID DUE DATE PRINCIPAL INTEREST ----------------------------------- Withdrawal from REGULAR SHARE O1 58,333.80- 0.00 Check Disbursed MR NORMAN J KINTZER C/0 NORMA CIGIC, EXEC 909 WILHELM RD HARRISBURG PA 17111 Document Number: 2495575 Effect: 03/17/10 Post: 03/17/10 Tlr: 0181 FEES NEW BALANCE TRAN AMOUNT SEQ ---------------------------------------- Prev Bal: 58,333.80 0.00 0.00 58,333.80 1471100 ---------------------------------------- MR NORMAN J KINTZER Account 8114XXXXXX KINTZER,NORMAN J ID DUE DATE PRINCIPAL ..INTEREST Withdrawal from REGULAR SHARE- Ol 58,333:80- 0.00 Check Disbursed MR NORD 58,333.80- Document Number: 2495575 Effect: 03/17/10 Post:. 03/17/10 Tlr: 0181 FEES NEW BALANCE TRAN.AMOUNT SEQ: Prev Bal:~ 58,333 80-------- 0.00' 0.00 58,333.80 1471100 IAN J KINTZER 58,333.80- N0 STOP"PAYMENT PERMITTEQ PSECU is obligated to pay this Cashier`s Check according to its terms at the time it was.; issued., If the check is lost;: stolen or destroyed please contact> us at (8p0) . 2,37-732$ nationwide or (717) 234-8484. 9R0008 9/07 Hate 03/18/16 15.37 Teller 005 S Deposit AN: SS~~~k5~7466 Seri: 010 0076 Transaction Anount: 558,333.80 ~'rior Day Closing Bal: 50.00 Current Balance; (58,333.80 Availafrle Balance: 50.00 Q Member FDIC Printer Friendly Today is: 05/08/2010 CLOSE AGGOUNT CONTACT INFORMATION NORMAN J KINTZER SSN/TIN: 178-16-6479 Email: TCRESSLER79@HO... Home Phone: (717) 564-1687 Work Phone: Cell Phone: Fax Phone: NORMA J CIGIC ATTY IFF FOR ~.~ BOTH NORMAN AND DORIS ON 0464016229 0464021583 ~I i• Page 1 of 1 User: ssharpe Name: Salim Y Sharpe Elul t;uston•it_r 5c~ssian ttAid kilentic [6017j' CLOSE ACCOUNT -ZERO BALANCE 1. Review the "Close Account Wrap-up Instructions." 2. Select "Suomi#." Log A Customer Problem ZERO BALANCE - Accaurtt Nr.tmta~tr 0764088130 Close Account Wrap-up Instructions; 1. Confirm that you have delinked this account from any bankcard(s), if applicable. 2. Notify the customer to cancel any external pre-authorized debit or credit transactions associated with this account. 3. Confirm with the customer that all transactions against this account have cleared, including all outstanding checks, bankcard transactions and/or BitiPay transactions. This account has a Zero Closing Balance. There is no withdrawal ticket to complete the closing of this account. ~~'~i Easy, Convenient Banking. SOvereign Bank Checking ~ Savings ~ Loans '/ ~ 1.677.SOV.BANK I sovereignbanlc.com CUSTOMER RECEIPT t~ eROOOe ero~ `''' Member FDIC 1' / Easy, Convenient Banking. _\ /Sovereign Bank Checking ~ Savings ~ Loans ~~ ~~ 1.877.SOV.BANK I sovereignbank.com CUSTOMER RECEIPT DE~iGSlt ~aYlUal Date 03/16/10 16:04 Tlr'402 AiV #~>k~K1174bb Seq 0014 0076 Ant ~32,3b5.89 http://middlewa 5/8/2010 1 ESTATE OF NORMAN J KINTZER 21-10-0251 SCHEDULE H Hetrick-Bitner Funeral Home, Inc. 3125 Walnut Street Harrisburg PA 17109 Phone # 717-545-3774 Bill To Norma Jean Cigic 909 Wilhelm Rd. Harrisburg, PA 17111 Invoice Date Invoice # 3/15/2010 2243 Terms Due Date Client Net 30 4/14/2010 Norman J. Kintner Quantity Description Rate Amount Transfer of remains to funeral home 50.00 50.00 Peaceful Retreat memorial folders 30.00 30.00 fi Bookmarks 3.00 18.00 Clergy offering 100.00 100.00 Flowers 160.00 160.00 6 Death Certificates 6.00 36.00 Obituary in Patriot News 242.36 242.36 .J` t e ~Z !l ~~.P.11'461~L'e L(1'Lr~lf1~ G(11~ l~RI,L / TOtal $636.36 Payments/Credits $-162.82 Balance Due $473.54 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Receipt Date: 3/12/2010 Cumberland County - Register Of Wills Receipt Time: 15:13:11 One Courthouse Square Receipt No.: 1060330 Carlisle, PA 17613 KINTZER NORMAN J Estate File No.: 2010-00251 Paid By Remarks: DORIS KINTZER wz ------------------------ Receipt Distribution Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 210.00 CUMBERLAND COUNTY GENERAL FUN WILL RENUNCIATION 15.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 10.00 CUMBERLAND COUNTY GENERAL FUN AUTOMATION FEE 23.50 5.00 BUREAU OF RECEIPTS CUMBERLAND COUNTY & CNTR GENERAL M.D FUN --- Check# 3282 ------------- $263.50 Total Received......... $263.50 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 3/12/2010 Cumberland County - Register Of Wills Receipt Time: 15:14:03 One Courthouse Square Receipt No.: 1060331 Carlisle, PA 17613 KINTZER NORMAN J Estate File No.: 2010-00251 Paid By Remarks: DORIS KINTZER WZ ------------------------ Receipt Distribution ----~-------------------- Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 12.00 CUMBERLAND COUNTY GENERAL FUN - ---------------- Check# 3283 12.00 Total Received....,.... 12.00 FROM: BILL TO Invoice H&R BLOCK PREMIUM 4811 JONESTOWN RD, SUITE 125 HARRISBURG, PA 17109 ESTATE OF NORMAN J KINTZER , NORMA JEAN CIGIC, EXECUTRIX 909 WILHELM RD HARRISBURG, PA 17111 FOR THE PREPARATION OF REV-1500 FOR THE ABOVE NAMED ESTATE Statement of Charges Tax return preparation fee TOTAL 5/8/2010 300.00