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HomeMy WebLinkAbout03-0893 cove, Colin A. I*hnna, Ch~imum ~ ~ Go~, .~c~s ~t~ ~n L. M~ck 601 W~ Roa~ S~te 2~0 A~w E. D~tmn~ We~t C~s~, PA 193~2~542 (610) ~6252 ~: (510) 344.5405 $0HN P. ~ M.D., M.P,H. County Health Director FAX TO: CO/DEPT: FAX#: FROM: C0/DEPT: PHONE #: DATE: TI~ message is intended only for the u~e of the indivkh~l or entity to which it is addrer~ed and may contain ktforrmtion tl~t is privilege~ confidential and exempt fxom dinclosure :,,d~r appli¢~le law. If the re~_dg of this n~s~age i~ not the bttended recipient or the en'~loyee or agent t~sponm%le for delivering the raes~ge to the intended recipient, you are hereby notified that any ~sse~m~o~ dism'bttfion o~ copyi~ of t~ co,~oalion is strictly prolffoi~l. If you have r~ceiv~ ~ co~a-atmiontion in error, please notify us iu~,~llately by telephone and remm the original message to us at the abo~e add~s via the U.S, Poslal Service. T~nn~ yo~ TOTAL PAGES (including cover) _ Please efdl ff you have not received this fax in full IO'd 60:~I ~OOZ £ AON ~O~§-~£'OI9:xeJ ±d3d HIqU3H 03 a31S3H9 TO: FROM: Cumberland County Register of Wills Darlene K. Wben~ DATE: November 3, 2003 P~rk for es~at© ofDmmis E. Schroink Wh~ I applied to be exwutrix of my brother's estate last Wednesday, October 29, 2003, I forgot t~ include his middle initial on some of the paperwork. My brother's name is Dennis E. Schmink. Would you please add the middle initial "E" to this paperwork? Th~_.nk you fOr your assistance and kindness during this difficult Sincerely, Dm'l~mo K. Wbenry U gO'd 60:~I £00~ £ ^ON SOPS-~P£-OI9:xe~ ld3a HIgU3H 03 ~31S3H3 PETITION FOR PROBATE and GRANT OF LETTERS also known as To: , Deceased. Social Security No. 1 q q -._~ O,(_q~q..~_ Register of Wills for the County of C~ ~h~.wl and Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age o(-,,~lder an th,e, execut in the last wilt of the above decedent, dated Ym_~.a.-x \ and in the codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) D~cendent was d.o. miciled at death in C3-~_~-~ ~,~ ~ Count,, Penns,,Ivanio h ~_ c~..~as~ famdy or pi~.incipal resiqlqnce at /a 0o~, i~ ~__u.~o~_k_~-a, ~,.,._0o~ ,., with q (Ii'st street, number and muncipality) at D~ th~__years of age, died ~'~~ ~, 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) respectfull>~_~q~(s) the~obate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; admir~ration cma.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF ~.ber!and ) SS 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 and truly administer the estate according to law. ,Sw~orn to o.r affirmed and sttbscribed c ~. ~V-~~ F", oeiore me th~s 2qth day of [ k~ ~, ~ ~_k,_&.__~ ~' ~nna M. Otto is~ ~pu~ '- ri'-~egister~~ ~ ~ 21-2003-893 NO. Estate Of n~__~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS Novembe~- ~th AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 1st 1982 described therein be admitted to probate and filed of record as the last will of Dennis E. Schnink and Letters Testamentary are hereby granted to Darleen ~K. ~'lLa~tr~, a/k/m Dm~lome R': when_r~ x,x 2003. IX)-. , ~n consideration of the petition on FEES Probate, Letters, Etc .......... $ 25.00 Short Certificates(2) .......... $ 6.00 ~.~-P. ages..(.6).. $ 18.00' JCP Fee $ 10.00 TOTAL . $ 64.00 Filed NO.V;~n.b..e.r.: .4~.t.h.; ' '2 O 0.3.. Mailed Letters to Executor on ~tl-4-,~Q0 3 Donna M. Otto,lst Deputy ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE RENUNCIATION Estate of Dennis E. Schmink also known as , Deceased No. 21-2003-893 The undersigned, Elmer N. Schmink, father (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Testementary be issued to Darlene K, Whenr¥ Witness hand this day oi , 200.3 Elmer N. Schmint( by (Signature) his agent, Dianne E. O'Donnell (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this day of Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat. , sign the same and that signed as a witness at the request of testat in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of Register (Name) (Address) (Name) (Address) 21-2003-893 REGISTER OF WILLS OF Q~c~.~.~,d COUNTY OATH OF NON-SUBSCRIBING WITNESS Darlene K.Whenry and 'Dianne-E. O'Donnell (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that \ , testato~ of (one of the subscribing witnesses to) the will presented herewith and codicil that I-'l'~. tJ believe~ the signature on the will is in the handwriting of to the best of ~--X-~'~. knowledge and belief. Sworn to or affirmed and subscribed before ~'-~---~ me this 30th day of . Donna M Otto,lst Deputy ! ~ ' (Address) i 707 105.805 REV 9/86 This 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 t~ the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9629441 No. ~'~cal Registrar ~-~.~ 3 ~3 Dated COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH ~.0 ..0 mmm. meIed. ~~aem"e-~ ~ad~eem,el 0 21-2003-893 JPS/nkc . 11/82 0'+ 1 OF DENNIS E. SCHMINK BE IT REMEMBERED, that I, DENNIS E. SCHMINK, of Mechanicsburg, Pennsylvan- ia, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this instrument to be my Last Will and Testa- ment, hereby revoking and making null and void any and all prior Wills and Testaments and Codicils or Writings in the nature thereof by me at any time heretofore made. FIRST: I direct that all my just debts, inheritance taxes, if any, and the costs of administrating my estate be paid as soon as conven- iently may be after my death. SECOND: All of the rest, residue and remainder of my estate, be the same real, personal or mixed of whatsoever nature and kind and wheresoever situate, including any property over which I may have any power of appointment, I give, devise and bequeath unto my beloved children, to wit: DENISE E. SCHMINK and MATTHEW L. SCHMINK, equally, share and share alike, provided however, in the event that either of the above- named beneficiaries should predecease me, then that beneficiary's share is to be paid to the surviving above-named beneficiary. In the event that both of the above-named beneficiaries should predecease me, then I give, devise and bequeath the interest which said beneficiaries would have received, if living, to my beloved sisters, to wit: DARLENE K. WHENRY, DIANNE E. O'DONNELL, ELAINE L. SCHMINK, equally, share and share alike, or to whoever of them survives me. THIRD: The gift to my children shall be held by my Trustee, IN TRUST, upon the following terms and conditions: (a) The purpose of this Trust is to provide a source of funds for the health, education, welfare and maintenance of the beneficiaries hereunder. (b) The Trustee shall establish a separate Trust account in the name of each beneficiary, and each such account shall be funded equally at its inception. The Trustee is hereby given the power and authority to make disbursements from each of the said Trust accounts for the benefit of the beneficiary thereunder without regard to equality of distribution between beneficiaries. The Trustee is hereby given the power and authority to make payments from the said Trust accounts, from the balance thereof, and if necessary, from the principal. (c) The Trustee is hereby given the power and authority to accumulate income and/or principal on behalf of any beneficiary hereunder. (d) This Trust shall terminate with respect to each beneficiary hereunder, when the said beneficiary celebrates his or her twenty-fifth (25th) birthday. At that time, the Trustee shall distribute to the said beneficiary all accumulated income and principal. FOURTH: I nominate, constitute and appoint ELMER N. SCHMINK, -2- to be the Trustee of this my Last Will and Testament. FIFTH: My Trustee and/or Executor hereinafter named, or their successors, are hereby given full power and authority, in their discre- tion, to carry out the purposes expressed in this my Last Will and Testa- ment, and to carry out the purposes of the trusts created herein, and in aid of the execution and the proper administration, management and disposition of my estate, and of the trust estates herein created, my said Trustee and/or Executor, or their successors, are hereby vested with the following additional powers and discretions, which powers and discre- tions shall be in addition and supplementary to those vested in them by law or as hereinabove set forth. (a) To retain any property which may at any time form part of my estate, regardless of its character and whether or not it is such as would be authorized by law for investment by fiduciaries or whether it leaves a disproportionately large part of my estate invested in one type of property. (b) To invest in any real or personal property without any restriction to investments now or hereafter legal for any and all fiduci- ary purposes, and without any requirement to diversify assets. (c) To have, respecting bonds, share of stock and other secur- ities, all the rights, powers and privileges of an owner, including though without limiting the foregoing, voting, giving proxies, payment of calls, assessments and other sums deemed by my said Executor and/or Trustee expe- dient for the protection of the interests of the trust estate, participa- ting in voting trusts, pooling agreements, assenting to corporate sales, -3- leases and encumbrances, sell or exercising stock subscriptions or conver- sion rights, participating in mergers and liquidations, and in connection with any such proceedings, to deposit securities with any protective or other committee under such terms respecting the deposit thereof as my said Executor and/or Trustee may approve. (d) To repair or improve or ]ease for any period of time any real or personal property and to give options for leases. (e) To sell at public or private sale for cash or credit, with or without security; to exchange or to partition any real or personal property and to give options for sales or exchanges. (f) To borrow money from any person, including my Executor or Trustee, and to mortgage or pledge any real or personal property. (g) To compromise, adjust, arbitrate, sue or defend, abandon, or otherwise deal with and settle claims in favor of or against my estate as my Executor and/or Trustee shall deem best, and their discretion shall be conclusive. (h) To make distribution in kind and in such event to select and allocate funds and property as they in their sole judgment and discre- tion shall best effect equality. (i) To exercise all power, authority and discretion given by this Will after the termination of any trust created herein until the same is fully distributed. (j) To cause any property at any time held in trust, other than assessable stocks or securities to be registered in the name of the -4- nominee of my fiduciaries, without disclosures of the trusts, and to hold any securities at any time held in trust in bearer form so that they will pass by delivery, but no such registration or holding by my fiduciaries shall relieve them from their responsibility for the safe custody and disposition of the estate or trust estate in accordance with the terms and provisions thereof. (k) To execute and deliver any and all deeds, releases, mort- gages, conveyances or other instruments necessary or proper for the ac- complishment of any of the powers given to them herein. (1) To invest the whole or any part of any trust hereunder in any common trust fund established and maintained by my Trustee under and pursuant to the laws and authority of the Commonwealth of Pennsylvania and to continue to hold or dispose of the interest therein as they in their discretion may deem advisable. (m) To refrain from doing any act where such inaction in their judgment may be necessary or appropriate for the proper and advantageous management, investment and disposition of my estate. (n) To do all acts in their judgment needful or desirable for the proper and advantageous management of my estate to the same extent and with the same effect as might legally be done by an individual who has absolute ownership and control of said property. SIXTH: Under no circumstances shall my adopted son, ROBERT H. SCHMINK, (a/k/a Robert H. Dean), inherit any part of my estate, due to -5- the animosity in our relationship. SEVENTH: If it should become necessary to have appointed a guardian of the estate of any beneficiary hereunder, then I hereby nomi- nate, constitute and appoint ELMER N. SCHMINK to act in that capacity. EIGHTH: If it should become necessary to have appointed a guardian of the person of any beneficiary b~reunder, then I hereby nomi- nate, constitute and appoint ELMER N. SCHMINK to act in that capacity. NINTH: Any and all sums of money or other property, whether principal or income, payable to my beneficiaries shall be paid over to them free, clear and discharged of their debts, contracts and engagements and without authority to assign and anticipate the same, and the same shall not be liable to any levy, attachment, execution or sequestration while in the possession of my Trustee and/or Executor and this immunity from attachment or alienation is to continue until actual payment be made by my Trustee and/or Executor to the beneficiaries entitled thereto hereby intending that such money or property shall be free from the debts and obligations of the beneficiaries while in transit. TENTH: i nominate, constitute and appoi~t ELMER N. SCHMINK to be the Executor of this my Last Will and Testament. If the said Execu- tor shall fail to survive me, or is otherwise unwilling or unable to act, then I hereby appoint DARLEEN K. WHENRY as Executor of this my Last Will and Testament. No fiduciary acting hereunder shall be required to post -6- bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I the said DENNIS E. SCHMINK, have to this my Last Will and Testament, contained on seven (7) sheets of paper, sub- scribed my name and affixed my seal, this /'~day of .~, Nine- teen Hundred E±ghty-Two. DENNIS E. SCHMINK Signed, sealed, published and declared on the day and of the date hereinabove by DENNIS E. SCHMINK, the Testator above named, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. ~'./' 2- NAME 6],, ~/ -7- z Z TO: FROM: DATE: RE: Ms. Ann Capozzi Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, Pa. 17013 Darlene K. Whenr~ 1460 Glen Willow Road Avondale, Pa. 19311 .2 I-o 3-gcl_q November 3, 2003 Paperwork for estate of Dennis E. Schmink When I applied to be executrix of my brother's estate last Wednesday, October 29, 2003, I forgot to include his middle initial on some of the paperwork. My brother's name is Dennis E. Schmink. Would you please add the middle initial "E" to this paperwork? Thank you for your assistance and kindness during this difficult task. Sincerely, Darlene K. Whenry CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Dennis E. Schmink Date of Death: September 27~ 2003 Will No. 2003-00893 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries Of the above-captioned estate on danuary 31, 2004 : Name Address (1) Matthew Lee Schmink 07085-084, Federal Correction Institute, P.O. Box 90043, Petersburg, VA 23804 (2) Denise Elaine Tadysch, 4407 Turnpike Road, Spruce Creek, PA 16683 (3) Robert Harold Dean, 14693 Wilmoth Road, Fayetteville, AR 72704 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except nn one Date: Signature Name Darlene Address 1460 K. Whenry Glen Willow Road Avondale, PA 19311 Telephone (61~ 268-8262 Capacity: X Personal Representative Counsel for personal representative ~,EV-1500 ~X 6-00) , ~ COMMONWEALTH OF ~ ~~ PENNSYLVANIA .,.~.~~.~ DEPARTMENT OF REVENUE ~'~..~.~'~[~~ DEPT. 280601 ,~~ HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER COUNTY CODE YEAR NUMBER I-- Z ILl ILl U.I uJ -~os Z uJ Z O D. U) r~ n, O O DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER - - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ,J~l. Original Return 4. Limited Estate ~-~6. Decedent Died Testate (Attach copy of Will) I~l9. Litigation Proceeds Received [~2. Supplemental Return [~4a. Future interest Compromise (date of death after 12-12-82) --]7. Decedent Maintained a Living Trust (Attach copy of Trust) [~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [] 3. Remainder Return {date of death prior to 12-13-82) ~-'~ 5. Federal Estate Tax Return Required ~7 8. Total Number of Safe Deposit Boxes ['~ 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME FIRM NAME (If Applicable) TELEPHONE NUMBER ("7 / 7 ) '77 ? - 6 7,5' COMPLETE MAILING ADDRESS i'2o7o 8. 9, 10. 11. 12. 13. 14. Cl. 17. C) 18. 20. Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) Closely Held Corporation, Partnership or Sole-Proprietorship (3) Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) Jointly Owned Property (Schedule F) (6) ~-] Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 0 O (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) Amount of Line 14 taxable at lineal rate Amount of Line 14 taxable at sibling rate Amount of Line 14 taxable at collateral rate Tax Due .0_ (15) .0_ (16) .12 (17) .15 (18) (19) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTA'rE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH :7. TOTAL (Also enter on line §, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1511~X +. (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 4.. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Ac~untant's Fees Tax Return Preparers Fees / ~.~?, ?~ TOTAL (Also enter on line 9, Recapitulation) $ ;7) 7~'.~, 3 ~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Ilnclude unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT TOTAL (Also enter on line 10, Recapitulation) 2'¢. (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE BENEFICIARIES J ESTATE OF NUMBER I 1. II 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) CHECKING COMMERCE BANK CAMP HILL, PA WE DEBIT YOUR ACCOUNT FOR THE REASON INDICATED BELOW: A-23 10/88 AMOUNT RO. Box40 · Mechanlclburg, ~ 17055-0040 (717) 6~7-1161 TOLL FREE (800) 2832328 www. membeml~t.org ...... I I I- I 1258~1- 5 SCHNZNK/DENNIS .~ TO ~N~EET~NT NCUA 6 316 TR- BRt89 EFF DT.11/~/03 715M DON'T GET A LOAN EL~U~WHERE WITHOUT TALKIN8 TO US FIRST! DENNIS E SCHNINK P. O1 Box 40 · Mechanicsburg, PA 17055-0040 (717) 697-1161 TOLL FREE (800) 283-2328 www.membersl st.org 8HDP Check Depoei~ Vouc+ti~ 11/e8/~3 l~12ePN 27~ 6 316 TR- BRle9 1~1- e SCHN]NK/DENNIS E EFF DTIII/~B/e3 71587 ~qTI ~1.9~ TO SAVINSS DE:SCR[PT~ONI DON''r ~ET A LOAN ELSEWHERE WITHOUT'TALKIN8 TO LIB FIRST! DENNIS E SCHNINK RECEIVED BY DETACH THIS PORTION BEFORE DEPOSITING ............................................ NO. DATE OF I]EA111 ~,el~. A1 ~a~3 :: ?mdl~ d Rmlm Io Fu~ Home ................ .i~ Ui d FiIll & ~ld lot IklmM bdm II F.H. IM d Equmml A ~ fro' enlmldl bM:e IM d Equilwml & ~llllar Wiling i OIm LIxIMI ., ~ AdmMw r~i,~ IIlI I [I II I IIII · ii i ff m'~ IX¥ffNmt i8 not ixdd when due, m ~ LA'TE CHAFIGE OF 1472% ixr moli~ (ANNUAL ~~ I~TE 1~) ~fl Ihe Unl~ b~ d be due. IWw m i~ylm addilion Io m~ LMe CIv~ q31dc~. I undml~ mi iota lit I m imuming ixnamt ACCEPTANCE This Funml eddtdmm~ ilOiml lo ixodde d 8er~c:el, nNNdmndle Ired cash advances indicated on this Statement. (n~i~ k~d doe~ m if~ C~uh Advonce~) Social Security Number OF DENNIS E. SCHI. ilNK BE IT RF2dE)iBERED, that 5, DENNIS E. SCH~NK, of Hechanicsburg, Pennsylvan- ia, being of sound and disposing' mind, memory and understanding, do hereby make, publish and declare this instrument to be my Last Will and Testa- ment, hereby revoking and making null and void any and all prior Wills and Testaments and Codicils or Writings in the nature thereof by me at any time heretofore made. FIRST: I direct that all my just debts, inheritance taxes~ if any, and the costs of administrating my ~state be paid as soon as conven- ie'ntly may be after my death. SECOND: All of the rest, residue and remainder of my estate, be the same real, personal or mixed of whatsoever nature and kind and wheresoever situate, including any property over which'I may have. any power of appointment, I give, devise andbequeath unto my beloved children, to wit: DENISE E. SCIt~INK and I~ATTHEW L. SCHIIINK, equally, share and' share alike, provided however, in the event that either of the above- nm~ed beneficiaries should predeceas~ me, then that beneficiary's share is to be paid to the surviving above-named beneficiarY. In the event that both of'the above-named beneficiaries should predecease me, then I give, devise and bequeath the interest which said beneficiaries would have received, if living, to my beloved sisters, to wit: DARLENE K. WHENRY, DIANNE E. O'DONNELL, ELAINE L. SCHMINK, equally, share' and share alike, or to whoever of them survives me. THIRD~ The gift to my children shall'be held by my Trustee, IN TRUST, upon the following terms and conditions: (a) The purpose of this Trust is to provide a source of funds for the health, education, welfare and maintenance of the beneficiaries hereunder. (b) The Trustee shall establish a separate Trust account in the name of each beneficiary, and each such account shall be funded equally at its inception. The Trustee is hereby given the power and authority to make disbursements from each of the said Trust accounts for the benefit of the beneficiary thereunder without regard to equality of distribution between beneficiaries. The Trustee is hereby given the power and authority to make payments from the said Trust accounts, from the balance thereof, and if necessary, from the principal. (c) The Trustee is hereby given the power and authority to accumulate income and/or principal on behalf of any beneficiary hereunder. (d) This Trust shall terminate with respect to each beneficiary hereunder, when the said beneficiary celebrates his or her twentY-fifth (25th) birthday. At that time, the Trustee shall distribute to the said beneficiary all accumulated income and-principal. FOURTH: I nominate, constitute and appoint ELNBR N. SCHHII~, -2- to be the Trustee of this my Last Will and Testament FIFTH: My Trustee and/or Executor hereinafter named, or their successors, are hereby given full power and authority, in their' discre- tion, to carry out the purposes expressed in this my Last Will and Testa- ment, and to carry out the purposes of the trusts created herein, and in aid of the execution and the proper administration, management a~d disposition of my estate, and of the trust estates herein created, my said Trustee and/or Executor, or their successors, are hereby vested with the following additional powers and discretions, which powers and discre- tions shall be in addition and supplementary to those vested in them by law or as hereinabove set forth. (a) To retain any property which may at any time form part of my estate, regardless of its character and whether or not it is such as would be authorized by law for investment by fiduciaries or whether it leaves a disproportionately large part of my estate invested in one type of property. To invest in any real or personal property without any restriction to investments now or hereafter legal for any and all fiduci- ary purposes, and without any requirement to diversify assets. To have, respecting bonds, share of stock and other secur- ities, all the rights, powers and privileges of an owner, including though without limiting the foregoing, voting, giving proxies, payment of calls, assessments and other sums deemed by my said Executor and/or Trustee expe- dient for the protection of the interests of the trust estate, participa- ting in voting trusts, pooling agreements, assenting to corporate sales, -3- leases and encumbrances, sell or exercising stock subscriptions'or conver- sion rightss participating in mergers and liquidationss and in connection with any such proceedings, to deposit securities with any protective or other conanittee under such terms respecting the deposit thereof as my said Executor and/or Trustee may approve. To repair or .mprove or lease £or any period of time,any real or personal property and to give options for leases. To sell at public or private sale for cash or credits with or without securityl to exchange or to partition any real or personal proper~y and to give options for sales or exchanges._ To borrow money from any persons including my Executor or'Trustees and to mortgage or pledge any real or personal property._ (g) To compromises adjusts arbitrate, sue or defends abandon, or other~ise deal with and settle claims in favor of or against my estate as my Executor and/or Trustee shall deem bests and their discretion shall be conclusive. To make distribution in kind and in such event to select and allocate funds and property as they in their sole judgment and discre- tion shall best effect equality._ ti To exercise all po~er~ authority and discretion given by this Will after the termination of any trust created herein until the same is fully distributed. (j) To causeany property at'any time held in trust, other than assessable stocks or securities to be registered in the name of the_ nominee of my fiduciaries, without disclosures of,the trusts, and to hold any securities at any time held in trust in bearer form so that they will pass by delivery, but no such registration or holding by my fiduciaries shall relieve them from their responsibility for the safe custody and disposition of the estate or trust estate in accordance with the terms and provisions thereof. To execute and deliver any and all deeds, releases, mort- gases, conveyances or other instruments necessary or proper for the ac- complishment of any of the powers given to them herein. To invest the whole or any part of any trust hereunder in any comon trust fund established and maintained by my TrUstee under_ and pursuant to the laws and authority of the Commonwealth of Pennsylvania and to continue to hold or dispose of the interest therein as they in their discretion may deem advisable._ To refrain from doing any act where such inaction in their jud~uent may be necessary or appropriate for the proper and advantageous management, investment and disposition of my estate. To do all acts in their judgment needful or desirable for the proper and advantageous management of my estate to the same extent and with the same effect as might legally be done by an individual who has absolute o~nership and control of said property. SIXTH: Under no circumstances shall my adopted son, ROBERT H. SCHHINK, (a/k/a Robert H. Dean), inherit any part of my estate, due to -5- animosity in our relationship. SEVENTH:_ If it should become necessary to have appointed a guardian of the estate of any beneficiary hereunder, then I hereby nomi- nate, constitute and appoint ELI~R N. SCHHI~to act in that capacity. EIGHTH:_ If it should become necessary to have appointed a guardian of the person of any beneficiary hereunder, then ! hereby nomi- nate, constitute and appoint ELHER N. SCHHINK to act in that capacity. NINTH: Any and all sums of money or other property, whether principal or income, payable to my beneficiaries shall be paid over to them free, clear and discharged of their debts, contracts and engagements and without authority to assign and anticipate the same, and the same shall not be liable to any levy, attachment, execution or sequestration while in the possession of my Trustee and/or Executor and this iu~nunity from attachment or alienation is to continue until actual payment be made by my Trustee and/or Executor to the beneficiaries entitled thereto hereby intending that such money or property shall be free from the debts and obligations of the beneficiaries while in transit. TENTH: I nominate, constitute and appoint ELHI/R N. SCHHINK to be the Executor of this my Last Will and Testament. If the said Execu- tor shall fail to survive me, or is otherwise unwilling or unable to act, then ! hereby appoint DARLEEN K. ~ItENRY as Executor of this my Last Will and Testament. No fiduciary acting hereunder shall be required to post -6- ~o~ or am:er security l.n any3.u~s~,~on, IN WlTHESS WHEREOF, I the Said D~l~qlS E. have ~:o thi; mY Last Will and Testament, contained on seven (7) sheets of paper, sub- scribed my name and affixed my seal, this /' day of , Nine- teen Hundred Eighty-Two. DENNIS E. SCHMINK Signed, sealed, published and declared on the day and of the da~m..~fs~ hereinabove by DENNIS E. SCH~INK, the Testator above nomad, as and for his Last Will and Testament, in the presence, of us, who at his request, in his presence, and in the presence of each other, all bain8 present et the smne time, have hereunto subscribed our names es witnesses. NAME /( ,- .' /- BUREAU OF INDIVIDUAL TAXES IHHERTTANCE TAX D~ISIOH DEPT. 28060' HARRISBURG 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHER/TANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLOMANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-IS47 EX AFP DTANNE E ODONNELL'0~ /~UG 17 P1:14 1007 SWARTHMORE RD NEW CUMBERLAND L"P~L17070 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-16-200q SCHMINK 09-27-2005 Z1 05-0895 CUMBERLAND 101 Amount Remitted DENNIS E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-15q7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHMINK DENNIS E FILE NO. 21 05-0895 ACN 101 DATE 08-16-200q TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOT/CE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate {Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) $. Closely Held Stock/Partnership lnterest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Daposits/M~sc. Persona! Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote! Assets APPROVED DEDUCTXONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage L~ab$1~t~es/L~ans (Schedule z) (10) 11. Total Deduct ions 12. Net Value of Tax Return 2~$87.61 O0 O0 NOTE: To insure proper O0 credit to your account, O0 submit the upper port,on O0 of th~s fore w~th your tax payment. (8) 7,590.10 q90 .~2 (11) ~]. I]80. q2 (12) 5,692.81- 15. lq. NOTE: ASSESSMENT OF TAX: 15. Amount of L/ne lq et Spousal rata 16. Amount of L/ne lq taxable at Lineal/Class A rate 17. Amount of Line lq at Sibling rate 18. Amount of L/ne lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYHENT RECEZPI DZSCOUNT (+J DATE NUMBER INTEREST/PEN PAID (-) reflect figures that lnclude the total of ALL returns assessed to date. (15) .00 X O0 = .00 (16) .00 X OqS= .00 (17) .00 x 12 : .00 (18) .00 x 15 : .00 (19)= . O0 AMOUNT PAID 1F PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (X3) Nat Value of Estate Subject to Tax (lq) 5,692.81- Zf an assessaent ~as issued previously, lines lq, 15 and/or 16, 17, 18 and 19 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1] NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 2,387.61 .00 0O RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes at the lawful Class B ¢collateral) rate on any such futura interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 2S of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which wes not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-BO0-562-ZOSO; services for taxpayers with specie1 hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance) 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, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR 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. 280601, Harrisburg) PA 1712B-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calender months after the decedent's death, a five percent (52) discount of the tax paid is allowed. The 15Z 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 end of the tax amnesty period. This non-participation penalty is appealable in the same 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 is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 2OZ .00054B ~)'~'8-1991 1Il .000301 ~ 9Z .000247 1983 16Z .000438 1992 9Z .000247 ZOOZ 62 .000164 1984 llZ .000301 1993-1994 72 .000192 2003 52 .000137 1985 13Z .000356 199S-1998 92 .000247 2004 42 .000110 1986 102 .000274 1999 7Z .00019Z 19S7 10~ .000Z74 Z000 7~ .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUlqBER OF DAYS DELTNQUENT X DAILY TNTBREST FACTOR --Any Notice issued after the tax becomes delinquent will 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 calculatad. REV-1470 EX (6-88)  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT, 28O6O1 HARRISBURG, PA 17128-0601 DECEDENTS NAME FILE NUMBER DENNIS E SCHMINK 2103-0893 REVIEWED BY ACN John Kealy 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H & I Totals on Schedules H & I were not correctly carried forward to recapitulation page. ROW Page 1 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 WHENRY DARLEEN K AKA 1460 GLEN WILLOW ROAD AVONDALE, PA 19311 RE: Estate of SCHMINK DENNIS E File Number: 2003-00893 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: 9/27/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~.t~YAJ~~ .,/: GLENDA FA~~ER ST~~SBAUGH REGISTER OF WILLS cc: File Counsel Judge & J-- Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Date of Death: ~~ E-, S~ ~~7,~o-o3 ;;{ 003- 00 gq3 Name of Decedent: Estate No.: 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 ~ther administration of the estate is complete: Yes .0 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. I is Yes, state the following: a. Did the person~resentative file a final account with the Court? Yes 0 No 01 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. ~id the person~presentative state an account informally to the parties in mterest? Yes L:::1 No 0 Date: c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. QId.dtJ5' te, W , " Signature \jo....~ \ e Name to 1 tb () $'n lS~ (2d, tlt~~1 P ~. )cI3111f~-;; Address b/D-tx6g-Na6:;. Telephone No. Capacity: ~sonal Representative o Counsel for personal representative ,.. L'- , '.~ {EV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFiCiAL USE ONLY FILE NUMBER _o& q3__ COUNTY CODE YEAR NUMBER I-- Z LIJ LLI (.3 LLI T-co ~fl-ffi fl. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) q- J 7- ,,? aa 3 $ ' ~¢ -/¢¢. ¢ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER lee - - 97qs THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMB, ER ,J~ 1. Original Return 4. Limited Estate ~16. Decedent Died Testate (Attach copy of Will) [~]9. Litigation Proceeds Received [~2. Supplemental Return r-'-~ 4a. Future Interest Compromise (date of death after 12-12-82) F-J7. Decedent Maintained a Living Trust (Attach copy of Trust) [~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) r~3. Remainder Return (date of death prior to 12-13-82) F--] 5. Federal Estate Tax Return Required O 8. Total Number of Safe Deposit Boxes -'--]11. Election to tax under Sec. 9113(A) (A~ch Sch O) I.- Z Ltl Z o fl- U.I o NAME FIRM NAME (If Applicable) TELEPHONE NUMBER (7/7) 77.Y' - qbTff 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of D~cedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS /po 7 Jm~ moR ~ Ro~_~ qga. ~ (11) ~. {12) -.. ,,5" OFFICIAL USE ONLY 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) (13) (14) 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 20. cO x .0_ (15) 0 x .0_ (16) ~ x ,12 (17) 0 x .15 (18) (19) 0 0 Decedent's Complete Address: CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty STATE Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) t2 (3) (4) (5) o (5A) (5B) 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? ...................................................................... [] 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. 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 complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Iq.51 1 DATE ADDRESS 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 3% [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 0% [72 P.S. §9116 (a) (1.1) (ii) 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 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 paren or a stepparent of the child is 0% [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 4.5%, 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 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a individual who has at least one parent in common with the decedent, whether by blood or adoption. REV4 508 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT :ILE NUMBER SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. '7. t~cer:. ~ /3~5o°o/ fi doT. v~ ,5 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH REV-1511EX + (1-§7) ,~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6, 7. g. DESCRIPTION FUNERAL EXPENSES: Zip ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attomey Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State__Zip TOTAL (Also enter on line 9, Recapitulation) $ Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees AMOUNT o. (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS ESTATE OF Include unreimbursed medical expenses. FILE NUMBER ITEM NUMBER DESCRIPTION TOTAL (Also enter on line 10, Recapitulation) AMOUNT (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-OO~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE BENEFICIARIES J ESTATE OF NUMBER ! 1. II NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousat distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 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: SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ]! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insed additional sheets of the same size) CHECKING COMMERCE BANK CAMP HILL, PA WE DEBIT YOUR ACCOUNT FOR THE REASON INDICATED BELOW: ' ~ . ' A-23 10/88 RO.l~x40 · Uechan~ax~. PA 170S5-0040 (717) 6~7-1161 TOLL FREE (800) 283-2328 £FF DT;11/88/~3 71588 DON~T BET R LO¢IN ELBENHERE NITHOUT Tell. KING TO US FIRST! DENN I S E SCI-IN INK MEMBERS 1't FEDERAL CREDIT UNION P.O. Box 40 · Mechanicsburg, PA 17055-0040 (717) 697-1161 TOLL FREE (800) 283-2328 www.membersl st.org NCUA 11/~8/~3 1212~PM 27~ 6 316 TR- BR.~9 1~1- t SCHHINK/DENNIS E 21.92 TO S~¥INGS IqEHB PEESI .~ B~L, 86.86 DE. SCRIPTION~ EFF DT;II/E~B/83 71587 DON;T BET ~ kEN:tN ELBEI4HERE #ITHOUT'TRLKINS TO LIB FIRST! DENNIS E SCHNINK RECEIVED BY DETACH THIS PORTION BEFORE DEPOSITING . ~Hoouer ~ufleral ~lomts, Inc. 118 $. Miklt $1. mmd~ PL 1~1 IIII '-- ~1111 II - IIII Ill III II IIII II I Nlm'II A~ ~Fi~NI~d~I~ cash advances indicated on this Statement. OF DENNIS E. SC~HINK BE IT REHEMBERED, that I, DENNIS E. SCHHiNK, of Mechanicsburg, Pennsylvan- ia, being of sound and disposing' mind, memory and understanding, do hereby make, publish and declare this instrument to be my Last Will and Testa- ment, hereby revoking and making null and void any and all prior Wills and Testaments and Cod/c/Is or Writings in the nature thereof by me at any time heretofore made. FIRST:_ I direct that all my just debts, inheritance taxes, if any, and the costs of administrating my %state be paid as soon as conven- iently may be after my death. SECOND: All of the rest, residue and remainder of my estate, be the same real, personal or mixed of whatsoever nature and kind and wheresoever situate, including any property over which I may have. any power of appointment, I give, devise and bequeath unto my beloved children, to wit: DENISE E. SCHHINK and MATTHEW L. SCHMINK, equally, share and share alike, provided however, in the event that either of the above- named beneficiaries should predeceas~ me, then that beneficiary~s share is to be paid to the surviving above-named beneficiary· In the event that both of'the above-named beneficiaries should predecease me, then I give, devise and bequeath the interest which said beneficiaries would have received, if living, to my beloved sisters, to wit: DARLENE K. WIiENRY, DIANNE E. O'DONNELL, ELAINE L. SCHMINK, equally, shar~ 9nd share alike, or to whoever of them survives me. THIRD: The gift to my children shall'be held by my Trustee, IN TRUST, upon the following terms and conditions~ (a) The purpose of this Trust is to provide a source of funds for the health, education, welfare and maintenance of the beneficiaries hereunder. (b)_ The Trustee shall establish a separate Trust account in the name of each beneficiary, and each such account shall be funded equally at its inception. The Trustee is hereby given the power and authority to make disbursements from each o£ the said Trust accounts for the benefit of the beneficiary thereunder without regard to equality of distribution between beneficiaries. The Trustee is hereby given the power and authority to make payments from the said Trust accounts, from the balance thereof, and if necessary, from the principal. (c) The Trustee is hereby given the power and authority to accumulate income and/or principal on behalf of any beneficiary hereunder. (d) This Trust shall terminate with respect to each beneficiary hereunder, when the said beneficiary celebrates his or her twentY-fifth (25th) birthday. At that time, the Trustee shall distribute to the said beneficiary all accumulated income and-principal. FOURTH~ I nominate, constitute and appoint ELMER N. $CHMINK, -2- to be the Trustee of this my Last Will and Testament FIFTH: My Trustee and/or Executor hereinafter named, or their successors, are hereby given full power and authority, in their' discre- tion, to carry out the purposes expressed in this my Last Will and Testa- ment, and to carry out the purposes of the trusts created herein, and in aid of the execution and the proper administration, management a~d disposition of my estate, and of the trust estates herein created, my said Trustee and/or Executor, or their successors, are hereby vested with the following additional powers and discretions, which powers and discre- tions shall be in addition and supplementary to those vested in them by law or as hereinabove set forth. (a) To retain any property which may at any time form part of my estate, regardless of its character and whether or not it is such as would be authorized by law for investment by fiduciaries or whether it leaves a disproportionately large part of my estate invested in one type of property. To invest in any real or personal property without any restriction to investments now or hereafter legal for any and all fiduci- ary purposes, and without any requirement to diversify assets. To have, respecting bonds, share of stock and other secur- ities, all the rights, powers and privileges of an owner, including though without limiting the foregoing, voting, giving proxies, payment of calls, assessments and other sums deemed by my said Executor and/or Trustee expe- dient for the protection of the interests of the trust estate, participa- ting in voting trusts, pooling agreements, assenting to corporate sales, -3- leases and encumbrances, sell or exercising stock subscriptions'or conver- sion rights, participating in mergers and liquidations, and in connection with any such proceedings, to deposit securities with any prot~2tive or other committee under such terms respecting the deposit thereof as my said Executor and/or Trustee may approve._ To repair or .mprove or lease for any period of time,any real or personal property and to give options for leases. To sell at public or private sale [or cash or credit, with or without security; to exchange or to partition any real or personal proper£y and to give options [or sales or exchanges._ To borrow money from any person, including my Executor or' Trustee, and to mortgage or pledge any real or personal property._ (g) To compromise, adjust, arbitrate, sue or defend, abandon, or otherwise deal with and settle claims in favor of or against my estate as my Executor and/or Trustee shall deem best, and their discretion shall be conclusive. To make distribution in kind and in such event to select and allocate funds and property as they in their sole Judgment and discre- tion shall best effect equality._ ii_ To exercise all power, authority and discretion given by this Will after the termination of any trust created herein until the same is fully distributed. (j) To cause.any property at'any time held in trust, other than assessable stocks or securities to be registered in the name of the_ nominee of my fiduciaries, without disclosures of.the trusts, and to hold any securities at any time held in trust in bearer form so that they will pass by delivery, but no such registration or holding by my fiduciaries shall relieve them from their responsibility for the safe custody and disposition o£ the estate or trust estate in accordance with the terms and provisions thereof. To execute and deliver any and all deeds, releases, mort- gages, conveyances or other instruments necessary or proper flor the ac- complishment of any o£ the powers given to them herein. To invest the whole or any part of any trust hereunder in any common trust fund established and maintained by my TrUstee under_ and pursuant to the laws and authority of the Con~non~ealth of Pennsylvania and to continue to hold or dispose of the interest therein as they in their discretion may deem advisable._ To refrain from doing any act where such inaction in their judgment may be necessary or appropriate for the proper and advantageous management, investment and disposition of my estate. To do all acts in their judgment needful or desirable for the proper and advantageous management of my estate to the same extent and with the same effect as might legally be done by an individual who has absolute ownership and control of said property. SIXTH: Under no circumstances shall my adopted son, ROBERT R. SCIH4INK, (a/k/a Robert H. Dean), inherit any part of my estate, due to -5- animosity in our relationship. SEVENTHs_ If it should become necessary to have appointed a guardian of the estate of any beneficiary hereunder, then I hereby nomi- nate, constitute and appoint ELHER N. SCHHINKto act in that capacity. EIGHTHs. If it should become necessary to have appointed a guardian of the person of any beneficiary hereunder, then ! hereby nomi- nate, constitute and appoint EI2/ER N. SCHHINK to act in that capacity._ NINTH~ Any and all sums of money or other property, whether principal or income, payable to my beneficiaries shall be paid over to them free, clear and discharged of their debts, contracts and ensagements and without authority to assign and anticipate the same, and the same shall not be liable to any levy, attachment, execution or sequestration while in the possession of my Trustee and/or Executor and this in~nunity from attachment or alienation is to continue until actual payment be made by my Trustee and/or Executor to the beneficiaries entitled thereto hereby intending that such money or property shall be free from the debts and obligations of the beneficiaries while in transit. TENTH~ I nominate, constitute and appoint ELHIiR N. SCH~ilNK to be the Executor of this my Last Will and Testament. If the said Execu- tor shall fail to survive me, or is otherwise unwilling or unable to act, then I hereby appoint DARLEEN K. WHENRY as Executor of this my Last Will and Testament. No fiduciary acting hereunder shall be required to post -6- IN VITNESS ~HEREOF, I the' ;said DENNIS ~-, SCBHI1~, have to chis mY Last Will and Testament, contained on seven (7) sheets of paper, sub- scribed my name and affixed my seal, this day of , Nine- teen Hundred Eighty-Two. DENNIS E. SCHMINK Signed, sealed, published and. d~c.l~ed on ~the day and of the da~ hereinabove by DENNIS E. SCHHINK, the Testator above ~amed, as and for his Last Will and Testament, in the ~resence. of us, who ac his request, in his presence, and in the presence of each other, all betn~ present ac ~he s~ time, have hereunzo s~scribed our n~s as witnesses.