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HomeMy WebLinkAbout95-03711n^ ~,I-~~"~Jil This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L. 304. AUG 1 +6 20p~ Date '~; H105.7r3 H•v. ?/E7 Trwy-wNr w \p~p~T ~~\ c t 2 Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH o~ 7gzs NAME OF DECEDEIIT IFit lAfa«,,Lr) SOCIAL SECUPoTV NUMBER DAfE OF DEAII Wane, D•M'AUrI b ,. Ko ert L. Schaffner, Jr. , ~rjale , 17z - 36 _1653 S - . ,, G ~ / S,T AOEIlM B:1i4 1 uNDEIIIYE C 1 An uNDENfar DATEDPSrtH awrwLA E 1G1'MO PuDEDP OEANICD•alany on.-fN+tiun«rmC.1Y.d1 MDnY^ D.,, „a,,, i M,II,,, 7MaM.D•r~w.., sMl.« C ~i °~ c ~9 Y,a iriay 18, tlan ty kq.x.nr EIDQigMwA ^ DO.^ NI•.kw oaw riew Jersey ~ ~•• ^ ~~^ t~,.a+,l^ COUNTYOF DEAN CrtY, E01M),TWPOF iACE7fY NMIEpnalertian.OV•>d•••IWnniD,r) Yi18 dF MBRVNCONDw7 RACE•Anlw,unYdrL BIMA, WIYN. •IC ;~' Cumberland East Pennsboro ~~ S-,~.,r /,E:s ,/~ ~~.~'«''Q°"'' White accunotoN IcwoaP Y+IE EYEaw oEDEDEirt'sEOUCAnN MANEILaTNUE-MnMC '~ SIIRVNEM35POUBE (fiiwNntlar aoly «ar u.a ARMEDrDacES, N,r«M,nI,4 y,~pMp, PI•b.ynnrla.n lrny a.«w..cd,r,r I chips Parts „r ,~^ k1,•I.IrnYe.a«k.Y D•ME• DN,I•r{Splyq c li ~ t S er pe s ~ m u a ~ 7D,a 4 ,,.«s., „~ ~viarried crystal A. Kerns , D~~ENr arA.,aAOOnep1~..LC~.stil..~caw „~~Yennsy vania Ivor ail a on ,~ 1830F. Heishman Garden ~. ,7•.I~vk..E.a..N.6.el• Carlisle,Penna. ^~• ~•~• 17013 ~~ ~.,~, Cumberland ~+ ~^~~ ,,.. t7rO .rrmrr.« soNEa~sNAME,ctnal~cm~ t`~o°bert L. Schaffner Sr roTHEKawwE~ I.Irea..wara..wr~ , . , barbers Ann Lutz wPOHYANT'9 NAME°Cr stal A. Schaffner °'"'""'T''"""~`"°°"ESS'A"LC+~.s"''mc..w 8 Or i rd lisle Penn lv nia ME7/10DOFw~ Oi DMrOwlllp/ PLACE OF -Nw.«C..~MwF ~.r.l' LOCRIOM•CtNlbwti 9.Y.~CoO. wrrj~ c+...EO.^ n«orr«.ar.^ .a'+'~n «an«Pw °1r"°^^ °M«~~ ^r~ i~iay 10,1995 a Hershe rj{ershey,Pennsylvania "'"E,"`EE~DE`E:~"EE°"PE,~o""0T"°""~D„ you anov r r 219-L swing `r°~rs`Carli le P ~ l~ 1' s enns vania wyrwa~W,il, wa~rwl.e,., a.rnom.wa a.w. u...ew,.e wa.aura uca~sE ruweEn aoE SIw1Eo awuM.rrratar,e uio D•x Y,r) .~, MOr,LL Err1W7E l•IrMmlip,Ma DY oP DEAN -RONOlI11cEDDEADMn.D. DAy. KAr) YwECASE REFERREDWMEDICAL E7UIMINEWCOpONEA9 Pwwl wA• P•na,•Ir• 4AI. ~y ~ g q S ~' ^ N.,p ~ ~ of / /~ r as /~4 ~. . . fl 77.PWRk W~ rww~«~mnpr.tl«r WYCDwwMIM Mtl,. DO n««rtw M. nwd.A rN rad4e«npkr«Y+Rri.N«R«MN NMw. ~APp.aiyM PlY1tR dwMO~+~. aaWY«~miPl~tlgfsOME4 D« IYIIrr10•INw1 rtn•,iY,OF tlw lwdwl,M,erlr 9M'•A iIPMTI. E~1{OMT[CAUE[(Fwl ~ ianM rarwl torltlY•n ,•w~Onr•PII-~ a IOR ASACDI6EOUENCE bW«MW,EIfrnAlbn, D i ^r,,MMlIyb MMMA,b DUE W(OR ASACDl6EOUENCE OFk 1 ~ DUE ID(Oq ASACONSEOUENCE OFR ~^Y nOrIIgLAi7 1 WIEAN IMlIOPBV YA'AEAUIOPEY FwDwOS MANNEA OF DEAR DqE OF NAHiY TWE OF wAN1Y wAIpYRMVRI(i DESCI4EE HOW WAIRY OCCUNRE0. PERFORIIEDY AMEAEI,E PRIOIIYD (L,«r1.0•K M«) 0~T OFCAUSE NMlrr ~ H•IniaN, ^ AccM«. ^ Pw,OYp YIrNqugn ^ 'M• ^ N• ^ Y. N• ^ N•~ 711a ^ Ns ^ SdaiO• ^ CWdn«MM«mYrA ^ RACEOF wA1RY-N Dalr brm alrr, Wl,•r l alb LOCATgN , , , , 79,w1, CitYTDwn, 9hN9 ~.1A 7SO.ayN ]ER 2f. ap OR %1. COITlIE1lfOwckanM err, AND OF •RCERIlYNE PIIYEILIAM7PDysarn u.M+~v c•ae.e ae.,n wlw.amrr MWa+n nr a«.wc•a era. ana aanroraa n~a al ^ •W M•MMAE•. AMDaaeWrW Au• b Er •••.• W m0 wrwrr r •MMl ..................................................... 1D. 'MON01wCW0 AND C6tfiYWD PMYwOUW IPDyfkAn Da1l «anau Warn, DM• Nrl T•E»sr«-YYn..MUp..MMDaeerrWri.»On..AM...wPYC~i,.M"'. b„w""0bcne.of0ealn) G S(+~(~ 4'P~~'L e...W,.e.~w..rwra .......................... a, -6 -t~.T N/OADORES$OFPE vqa CAUSE pF~E~ / IDem 2717yp•ar Print J / G 'YEDIC/IL E7fAMElEA/Cp,gNEp r ~ 0 I / ( on r,• e.w a1 •a.nlYWlew •IW« h,walig•tbn. M nY opMion, de•M oeeurrM n E,e Nm•, dr•, •I,d pMc•. •na au• w D,• cww(•I ana / ^ ISTU7AWS SIGNAUNE NUMBER DQEPLLED WaM.D.Y.'.«I b. '~~L. ~J 1~ >•. ____ ~--/ " " REV-,s°° Ex: (7-9~ '` " ' - - ~ - ~ INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12/31/91 CHECK HERE IF A SPOUSAL RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED C9M1ulONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE FILE NUMBER d ~ I DEPT' 2°°e°' HARRISBURG PA 1712 WITH REGISTER OF WILLS) n 9 R ~ E , 8-0601 couN coDE YE A Nu MB R E~ECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENTS COMPLETE ADDRESS SCHAFFF'NER, JR., ROBERT L. 1830F Heishman Gardens DECEDENT SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 172-36-1653 05/06/95 01/01/1945 county Ctunberland IF APPLICABLE SURVIVING SPOUSE'S NAME (LAST, ~IR$TAND MID~LE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED SEE INSTRUCTIONS ( ) Kerns, Crystal A. 0.00 1. Original Return 2. Supplemental Return 3. Remainder Return CHECK (for dates of death prior to 12-13-82) APPRO- Q 4. Limited Estate a 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required PRIATE (for dates of death after 12-12-82) BLOCKS ~ s. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 s. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) y,,y. .....: 3v..~ .:..:.......o-;.•: ::.~ .:::..:::.:::::~: i:::•;.;: r(~Je~ ~'9. . ~e'iilii~ ..:..:....:....: ...: ...:... . f . . .... ~ .. ............ .............t.~ ...(.:.. ::.,`,~~,.°,~~,. e, ,'.5~~.:~hLVCI!;~i1t~l~t~llt~l~k~'~i~C:/I~yyy: ' .~{,,,1~t':1~ ~ . i :. ;~~"7:'.Ll .f....:.:.1....>.:.:i :....:..:.:..:.::.:..:.:..:.:..:.i_..::.:.•t .. .. .. .. .. ................ ... ....... ^••^-.~.~..... ...~,.,. •j~,.,, ,,.,, ,,..... F!~.l!t'~ ,'~',.'„~~',I~i~~/::i~ :::ti:i:ii::i:e<ii:i .::i:::.:.. ..............t....................... . t....~. .:... 3 .........:.:.:.:.:...<...:.:..:..:.:..:.:.~:.:..:.::.:. CORRES- NAME COMPLETE MAILING ADDRESS PONDENT Peter. J. Ressler, Esc,; re Mette, E</aT1S & WOOdS1de TELEPHONE NUMBER P. 0. Box 5950 717-232-5000 Harrisburg, PA 17110-0950 RECAPIT- ULATION TAX COMPUTA- TION 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Sch. C) 4. Mortgages and Notes Receivable (Schedule D} 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) s. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule L) 8. Total Gross Assets (total Lines 1-7) s. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) 11. Total Deductions (total Lines s & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) (1) None (2) 5,000.00 (3) None (a) None (5) 16,400.00 (s) None (7) None (s) 7,088.00 (s) 21,400.00 (i o) 24 , 863.84 16. Amount of Line 14 taxable at 6°/u rate (16) 0.00 x .06 = 0.00 (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15°/u rate (17) 0 . 00 x .15 = 0 00 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death after 8-30-9a). See (15) (10 , 551.84 ~( Instructions for Applicable Percentage on Papa 2. (Include values from Schedule K or Schedule M.) (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Lines 15, 1s and 17.) 19. Credits Spcusal Poverty Credit Prior Payments DISCOUrIt Interest + 3,700.00+ - 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT /yam yy ::::~ .:::.::.::..::::::::::::::::::.-::::::::•:::~:.:.::::.:.:~.:::•::.:.,..:.:.,..:.:.::,:..::..<...:.......:: •...........: .:r ......... ... 1~i `~1l1441IKai0~flfEi..:: 'ifziiiir;:p?•.?ii`:,ieiiffiiieie'" ... ......................:~.'::....:.~.€~.~>?i~~" i~iC1(~Ot~i ..~.l11' ., ...,. ~~... l:I:?!=.=i`.aa:.:• .. 21. If Line 1s is greater than Line is, enter the difference on Line 21. This is the TAX.DUE. A. Enter the interest on the balance due on Line 21 A. B. Enter the total of Line 21 and 21A on Line 21 B. This is the BALANCE DUE. Make Check Payable to: Register of Wills, Agent is true; correct and complete. I declar e is based on all information of which all real estate has been reported at true n ver has any knowledge. OF PERSON RES~ONSIQLS FOR FILING RETURN SIG T E FPREPARE THER~HANREPRESENTATIVE _ ~~ PA15001 NT 679 (11) 31, 951.84 (12) ~ (10, 551.84) (13) None (14) (10 , 5 51.84 ) .00 = 0.00 (is) 0.00 (1s) 3 , 700.00 (20) 3 , 700.00 (21) (21 A) (21 B) ono to the best of my knov of preparer other than the ADDRESS See Schedule attached ADDRESS 3401 North Front Street Harrisburg, PA 17110-0 DATE _7 /d--1n.1~ DATE iG~/l: Estate of: ROBERT L. SCHAFFNER, JR. The following persons are signing the return as representatives of the estate: Crystal A. Kerns 1830F Heishman Gardens Carlisle, PA 17013 21-95-3071 . PA REV-151X1 EX p-94) Page 2 Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 29'0 (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1198 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred ....... . ............... ........................................ X b. retain the right to designate who shall use the property transferred or its income ........................................... X c. retain a reversionary interest; or ................................................................................ X d. receive the promise for life of either payments, beneftts or care? ....................................................... X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving d a equate consideration? If death occurred after December 12, 1982, did decedent Vansfer property within one year of death without receiving adequate consideration? ................................................................................ X 3. Did decedent own an 'in trust for' bank account at his or her death? ........................................ . ........... . . X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA15002 NTF 6680 Copyright Forms Software Only, 1994 Nelco, Inc. N94PA002 ~tts~ t~I ~F~TTT~ U-E5~~t1TIPYi~ of RGP.r.~cT L . SC~-'Y.FFNER . JR . _'"' T i ~:AFFN r _ ROSE.., ~ C. ER, JR. oc ? 830E F?eis:~-aa. CGrc''._-- Carl isle, Cu.*nberland Cou_.ty, Pen^~sylvania, do ma'~ce pu,=_s ~:..,.. dcC;c':rE t~71S t0 ?.,? riff LaJC Will and '.'eSta:P.Ent, hereb~i re~;o~:i~^ c'_~. srli lls and Codicils by rte at ar~y time made. ITE`~T I I direct that all '-'?~eritance a-c -_c:..__ ~. taxes bFCCr~ing due r~}• ~-eas~on of my dealt, w:: ='. er suer: taxes T~a~,~ ~;e payable by my estate cY~ cy any recipient. = urr ~OrOpcrty, s.~M. ' is _~. paid by the Executor out of the property a sing under 7-~_.r r - , _ M~ this G~li i.l, as an ex- erase and cas ~ - - ~~~ -~ _ p -~ o z.d-*tirist~z~~tior. O ~ r':~a y ~- __.._ _ . WyJ'~ The Executor shall ze not or ob~.~.' ~.io:: tc :,~;~._ rei::'~ursament for ar~y - - ax s ai ever trough or: p~:;c•e~,~.~ - - <: 1nS'_'rGnce Or QU~~2 r propeYtg C% pd5c;~'- under tr1~S ~ld~;.:. 1 a s ~ ~ ~ -'' ,~ ~ ~~ ~ ~ _ _- ~ , ._ c,f r.~y ~. illness and fungal F:;;;© ;_r.= .-Y• .r . _ ,. xp s~ from ~. ~~~p~~r, _ _,~..~_. - und~r r a. _ this Will as an exile s'~~` ~ r i ~? e ~ a d co ,. o~ a r;i str«c._o: e estate. ~ ~a. ~~ -- _ xt': ITEM III: e t$"! I glue aria beGleatli a_~ O'. %l`i h0'.:::?.'". ,, _.. furniture and furnishir_gs, books, pictures, jewelry, i=.~; ;-~,:_ automobiles, wearing apparel and 11 ~~-},er article ~ ~ _.. personal use or adorrTer_t ar_d all po' i cies of irsurancE t:e, :c = ;, _ CRYSTAL A. KERNS if she survives r.,e b~, thi rly ~ ^) ~ s c:~ . ____-.li s _ ,3„ c.al r, said bequest shall be given to my sore, NIC::OLAS SCri=~_'F~~E~=., T_ CRYSTAL A . KERNS survives me by thirty (3 0) d=ys , I r~ ~~~e ~ ~ ___~ -: Pane 1 she give from said personal property i ~:......, ; _-~ - ~_-= ~-_= '__ - - ~~ :~.~ son could use and that she otherwise would rat ha-1e ~~se c=. ITEM IV. I give and bequeat, t e s;:..:. e. __ - _-; THOUSAND ($10, 000.00) DOLLARS to my father, ~=cOBERT L. ;,C =_= _::=., SR. , if he survives me and has r_ot othen~rise receive ~~_~. s;~=. through my insurance o: retiremer_t benefits. ITEM V: I give ar_d beq~ea~~ `~e ..~_,. ~' _ -- _~r ~~ :.: ;, _ THOUSAND ($50,000.00} DOLLARa^ to CRYSTAL A. KEE;~iS, of ;.aY~_.s:_e, Pennsylvania, as "Trustee" , IN TRliST NEVERT?:ELESS, ~c ~._ _.s_.., administered and distributed as follows: _. _ (a) Durinc the lifetime of my son,~__IvTIC_:O~AS c^ ~~:. ;_: the Trustee shall pay to or:;~f or the be e~ ~~ e ` my said _. ~ _ _ s `~ ~ _ ~ - of the income of this Trust'" d; so much~f~ t'r_e pri~:cioa" - _ this Trust as mGy betsriecess~.ry, in; the sole cisc_e=ia- c= ~:e x rte .. 4 'Xv ~~ Trustee, for the payment of any ~u~tion, roam a^d boar: , c~_ 3. i~ 1 +0-: M' d other e~ eases of ~"` ~' f~ xp ~a.~y ;~raduGt~~, ucatic ~ `fit :~y said chooses to; pu~'sue . .~ (b) Upon r1y son~~~ta ~i r_g t~2` age of t~,ver_'-y-= ^_ years, the Tr ~.s ~~shall ~t"e ms~ate and its assets sh a= b_ y` '- to my said saii~,~if= living, otherw_se to CR`S.•?:L A. :~,_?>'-. ,~~_ -ti - ~Z js1_ ,~~ ITE~1 VI _ give, devise and be~~~e«:_ ,:_. ' ..._~ _. _.. .. . residue and remainder of mfr esta*_e, not dish ,,._.-. c= _-- -....: preceding portions o= this ~~•;ili to CRY~TA= A. - ~ = - survives me by thirty (3 0) days . I = she does r_c ~ ~: ~: _ ; -_ -'% - -~~- thirty (30) days, I ma'.{e slid becuest and re=ris_ ~v:-~ -o~ _ _, NICHOLAS SCHAFFNER. If my said so^ is r_ot li~,~inu „ _ ,-;r c.=:.__, _ ~, share shall be paid to ~:i s then liviT?g issue, pe= :~=i r_ Page 2 ITEM VII ' No part of the inco*re o= o~i. cioal c= c~ e property held under any Trust created by this ~rlill shall be s-~~ec:_ to attachment, levy or seizure by ar_y creditor, spouse, assir-e~ cr trustee or receiver in bankruptcy of any beneficiar,J prior to 'r_s or her actual receipt thereof. The Trustee s~nal_ Dav over t__c =et income and the principal to the parties herei r_ designates, a. ~,_ :.__ interests may appear, without regard to any attempted a tic' ~= ~i•o _, " pledging or assigr.~'?!e^c by any beneficiar_r ur_ceY a ..u=~ , ~~^ without regard to any claim thereto or attempted le~~,-, a~tac~_ e~~, seizure or other process agair_st said be~eficiar~:. ITEM VIII : In the settlement c=, y estate arc ::uric the .continuance of the foregoing Trusts; ~'e Executor a~u ~._:_ Trustee shall possess, a.~non others, the ~~folo~.'W' i^g g powers: t ~. +': ~. '~ (a) To retain any inv tm _ts I may ave at rty c_a~:r, including specifi:~ those on ~stir~g o scock o= G:.~.~ cur.:-: ;~ r F. even if ave r_ " ed' uch b the ~xec~:cor or ~ ~•~:; _ee herein, org a - t Exec o= Trustd may deer- i advisabl` o`- -'y estatle sa:- to do . (b) Twa ir_ve s, when deemed sesirable :,~.~ =:._ Executor or4• ru's..ee, an invest ir: suc^ bor_ss, s~^c:-::~ ~~~ • notes, real e~ta~e~ mortgages or other secur_ties c-_ =•'c other property~~~a~ or personal as they s__~11 s•___.. .._~. without being restricted to so-called "legal _^~-.s~a-:eM.s", a-~ without beinc lim,_Led by arty statute or r~ae c. 1G•~ _-ec.:_w__ - investments by fiduciaries. (c) In order to effect a dit~isio=~ of the prir_c:lpa= ~~t a Trust or for any other purpose, irlclu~ing z-;.-_.; __~_~ distribution of a Trust, the Executor oY Trustee is a~~:tho__ze~i~ P ! _ age 3 to make said divisions or distributions of t.e pe=song=-,f a.:.: realty, partly or wholly in kind, and to allocate soec_ ` c assets among beneficiaries and Trusts created 'rere~~ ;der s:~ long as the total market value of any share i s not of=ectec ~:.•,- such division, distribution o; allocatior~ i:~ ki::d. ~~:ou':: _. _. appear desirable to partitior_ any real estate, t'r_G Exec~,~~r „_. Trustee is authorized to make, join i n ar_d ~c _s..~Ta~= partitions of lands, volunta_ i ly or invoh.:nt~?-i? _', _____.__ _.._.,; giving of mutual deeds, recognizances cr ct=er obica:.i~.~..= Wlth aS Wlde pO:ders aS an indivicual ovrne= i n fee s_-ti' _. (d) To sell either at public or mate sale a ,~~~~_ ,~. such terms and conditions as the Exe -star or Trustee ^~v c-, ::; advantageous to the estate or Trus - ; F'~ar_v or - - ~. s_ y- ~--- - --- --- personal estate or interest-,th reir: a 'ea by t^E e=~a~y •~_. Trust severally in conk, ~ c`~~ on wi~~ the'_- •ce rs^rs o~ ~~~ acaui red after ri~e h bye ecutor ~o ":, ~'rustee ; - ,~ consummat aid sa e .,~ ,: sales' ufficie:i ~` deeds of ~~t~e_ instrume ~ _ _ :a o the •ur~h'~ser or c:~asers, r_-.e~'~_ ~ _.~~ simple ;1'tle freaw and~`~clear~ f all tru._t ~ ~.~ -~;_ _~;;^ obligatio~~or liab~li,:y of~tr~e purchaser or purc'lase~-.~ t•~ ~~. ~. to the appl~cati n of~ ~ ''eurchase money e, to *.-a e ~'* R . _ ~ ~ _ _ _ ~' _ ~ _ into the valc~~y of sa°d~ sale or sales; also, to -.af= '.; -~ ~ _ , execute, acknowledge and deliver a_~y and ai 1 c~ ~~':: , .. ~+._ , 1~ assignments, Opt~?t~.^.S Or Other wrl.tlI'_gS wn1C ?:'aj! ~'ic :i.°CeS=c:.' or desirable in carrying out ar• • o. c~ ~ ~ co:_= ~_ _ --y ~, ~.. p ae = _~~= --- the Executor or Trus_ee in t~_is parag_aph cr else~v___ ___ :- Will. (e) To mortgage real es~ate, and to make lea.s~~ c. _~al estate. Page 4 i (f) To borrow money from ay :arty, i,_c_.udinC' ~__,. Executor or Trustee, to pay indebtedness o= rir_e oY c:: :-_ estate, expenses of aaministration or i r.'r~e_ itan ce, =e•~ =c•_; , . estate and ot'r~er taxes, and to assign and pledge ass=.s ~. _" estate therefore. (g) To pay a'_l costs, taxes, expenses a:~d c~ r~ =~ _.- connection with the admi ni strati or. o= ~::~r es~at_ cr ~~- -._ _.: _. (h) To fiiaCe di StrlbutlOnS Oi i ~COme and C ^_ _.___ . _ _ _ the proper bene=iciaries t'rereof , during the ad~:~i^is _:r~.t:_o__~ .. my estate, with or without court order, ~-~ suc^ ma.u~er and _._. ~~ such amounts as my Executor deems p~ruce*`°~ a d anprc~r_ate . _~ ,~~. ,` :~, (1) TO Vote a«y Shat-es Of ,StOC:C ~ti}'].~Ch~ F0=':"- a p;:._ ~ : _ ~:_ estate or True na otherwi e~•~ r f l -e~, , tia,~~ ~.o exe_ cisE a'_ tine ~ :•.; _ ._ ~, incident to t?~e ownership of suchstoce. a' ~~~ ~~, .~ ,~ r , i tip,..;{, y 'zn:r'a ,y ~~r., (] ~l.~n~tr_e discretion of~t~e Exec.:to_ ~-°. T_~.:_ c~~, t_ unite with otter ow-rers ~nf s~~ilar property .n carr~,:-_.~~~ ~.:. ~r:,r, _ any plans-°?f~or the reorganiza:ti on of ,any corpera~ ien or c:~-~~~_~•,• whose securties''-..form a art of the estate. :,s~ (k) To disclaim any interest in prope_ty a;~__..._ .:c~_~- devolve to me e_=~y estate by whatever mean= _nc_.:d._. ,_..~ ,- . not limited to _ne followir_g meaT~c . a_ be.~e_._c_~ ,~ ..._:-.~._ will, as an appointee ur_der the e:terc_se ci ~ ~;c•:~ e_ _ appointment, as a persor_ enti tied to tai{e b_' _..-^_ t~.~._~ , ~~ ~. donee of an inter vivos tra:lsfer, and a~ a c:on~_. ~a:~ _~ _- third-party beneficiary contract. Page 5 (1) To necessary o management, Trust. do alI other acts in their '-~:_,-', c - ..--_ ._ -- - ce =_.._ _. r desirable for the proper and advan _ ~~~~•o~~~ investment and distribution c tr. ~s=~.tc .._ ITEM IX i~ihenever and as cften as ~~t: ,e __~___-.- hereunder, to whom pay!r~ents of income er prir_~~_pai _._ ~ _._._ --__.. directed to be made, shall be under legal disab_? it-~ , ~~Y, _-: •___._ sole judgment of the Trustee, shall otheY:ti~ise be ur_a-~le . - ~.c-.~- such payments to his own or her own best ___ceresc= - ~ -d- - - ~ - u_.u a _ _ . _ c. .._ . the Trustee may make all or ary portion of s~.~ch pa-.~erL= _.._ ~.._~~' ____ or more of the following ways: (a) Directly to such bereficia~-y~- -: r~~r ~. r:.:r - f.~ 4 ~<4 (b) To tre~k.~~Legal G~ia diar_ or 'Cons=rvatc_ - - •-~ ~ r` _~, .. _ ... ._.. ._ beneficiary; ~ ~ y ;,___ - ~, _ , „~ _ (c )' ,~;•To °tr~e Trustee or to another person sei.ec ~=,. ^-,• ..___ .. (~a- t ~ " M4 L -~ Trustee as cus~~odia~ xnaer',the Parz:sylvania li:~_fc_ - --_ to rlinors'~YAct as to a beneficiary urde_ t::e ire ~ - _ -,--__.-= -_ . (21) years, 'Or ~= F~ ~ ``y. _ - r ti ~ ~,~ -~ Y F (d) By '"itself eXpendlriQ sa.:~e for the w•e~ ~f_ _ „- s~ beneficiary. ``"`'~~ - `_ ` T'1'El~t X: 1'~ V petsv=! WRO S::a1._ i~,=.~i°_ C_E: c;~. T_':c ._~,_.~ ----. `: as I Shall have, Or ___ a COIiIi'10_': Clsas .e. :•i_~._ r~:, G_' _...C,__ ,- _.._~- circumstances that t'rle order of our deaths canr_ot e esr..a:_"__~-,~__:::, •• proof, or within thirty (30) days of my death, s~all be ~:~ce~rd ~~ have predeceased me. Page 6 ITEM X . I hereby nominate , co:.s = _ .. _:t:. a~1.r ~ cc~c _._.. _ CRYSTAL A. KERNS to be the Executrix, herei._ referred tc ~.: "Executor" . In the event of the deat'_^_, irabi__~v c~ r~ :,.~.~,_ ~„ serve of said CRYSTAL A. KERNS, I nominate, corst__ute anc: ooc~~_ my son, NICHOLAS SCH_~,FFNER, to be the Executor . . ~-~ ~x_cu~c~.v Trustee and Guardiar_ are specifically relieved f~-a_: =i: ~ c;•~_ ~, ~Y- obligatior_ of filinc ar_y bond or otrler sec~,:~•i~y. IN WITNESS Wt~EREOF, I rave set r~~ ranc: aid ~ ::_ t ~ :. __ _ . my Last W111 ariC TES Lament, COnS1S ~inG Cf t~ i 5 anc .,__~ L;:"c ,. _..,_._ _ six (6) pages, at the end of etch page of 7a'r_ic;: I ^av =.~.so _~t _ _ 1i11t1a1S for greater security and better lder_tif'_Cati On ~=_i7 _ _ day of _ i°9^_. ROBER'T_' L. SCHA~=F~-5 ~~, ~-' _-.__. ., . . , _ h f. ~rle, the ti..ncersigned, rezeby -'cert_f~ tY±at t:-e - Wi 11 was SZgne"d; sec ~ cd~i Srie~``-~e''3.~"iC~j-C1eC_ared ~b?! ' --~- c~..~,^~--- -- . named Testatbr~.~s~ and `~ ~~~:.s L~s~ ;e -.;: - - presence of us-~ who, at h s request an in :_is prc~e~.ce r.,..; ~s • -~~= F _ presence oL each. of er, h e r~ereurto SEt GS,:Y ~a^%~,~ L,_ ~• -,=-- = ~~~ z day and year first angve wrt'~en and we certify =:.•.t G. - -- - ~ ~ ~~ ~.~ of the e:CeCL'ti on ~..t~~ereor thesai d Tes::G~ :~-_- ~- ~-- - _ disposing mird ar_d,~'"~,`' =o= .__ .._ ._ ~__._ ___, error ,r . ~S _ - ~~' lea $~ Re s i d_ ng a t ~ U ~G~~-~r-1~0~t, p~~v ~z~ p~- ~7~~ ~ AC~TOWI:EDC EL rF.`?` COM~?ONWEALT~-: OF PEVIVS`~LV.~NIA ) S~: COtJ~iTY OF CUMBERLAlv~7 ) I, ROBERT L. SCF-iAFFN R, JR `:'cStat•7r. :~ ,.~_. __~._..~ _.. sigr_ed to the attached or foregoing instr-.Ate_ - , ra:; _. .,. _e__ __ c:.:. cualified according to law, do heresy ack*:ca_e"~~~= :. t ~_____ a_: executed the ins tr~~ent as my Last Wi l l and res ta?:e:.~~ ; ___.. _ signed it willingly; and that I signed it as m•,~ ~_ ar" ,~ __".~~ act for the purposesherein expressed. My Commission Ex~i"res . ~ ~ '-~ ~ ~ ,~ arv Public (S EP.L) s'' ~,~ htY~~t ` `~ , ' ~~ a 1996 >.~ ~~ Ccir~ilt~ ~ ter,. ~ `~ fily . _~ ~yeyu~P.SSCxxa'sonoft3o~ries Mler'oe~?~ z:~ ~, .. __ f P_Fr IDAV COMMONWEALTH OF PEIVNSYLVAiVIA ) SS: COUNTY OF CUMBERLA'VD } rn7e , _`I 0 ~n /7 L°. ~1°_~ /1~/S ana C. ~~ ~ EVl/'/~ _ the Witnesses whose r_a_-~es are signed tc the ~_.t~..__~... cY f-._ ~~-~_: instrument, being d~~ly cualified accor inc tc _....:, ~e ,~__.:o~. _.___. say that we were Dreserit and sa=.e Tas:~to= , RJR=' . L~ . ~~::___ _ _._«. , JR. , sign and execu~e the ir~strum~~t a_ 'r.__ Lacy .._.-. ~~ =~ Testament; that Testator signed willir_g'y anc t a~ ._e e:~.•~_.~:~e... :_ ~,., P1ill as his free and voluntary act fc~- the ~urcc~.~. ___er_n expressed; that each. o= us in the hear_n~_r `aria sir^.~ of _:_~ . ~ ., . ~:.cr signed the Will as irlcnesses; and that to tn~``~es~ of n'.:. :..=-::: ~~r_ ,k the Testator was at t'r_at time eighteen (=oi or ~:c__e •~e;__.. • . -. of sound mind and u cer zno . constraint or u-c~ G _~"_~._~-;: . s ~. W ~tie'~s Sworn to and subscr~bec •+t"<) before me this 23rd aay of Septe:~,ber 199'-".~'~'~, S/ Pdotary Public j ~?y Commi =ai.on Ex~irc'--, (SEAT,) aGe!~1 ~. _ _. '. " ti ~. ~ ~.'~~~ .~ fps _ r~' a :,i ~;~ . ~~~ I V' ~. _ .~. ~':• •; ~~• "~'~ ~rv r Notara! Seal linda J. 0'= ~ . r•lctary Public ~,` fvlyCnmri~„~• - -.~~~..;SePt.8,1996 fv{ertioer, Pennsyva~i~Assoaa6on of Notaries REV-1503 EX+(4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENTDECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER ROBERT L . SQ-iAFF'NER, JR . 21-95-3071 (All property Jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1 Fifty United States Savings Bonds at $100 each 5,000.00 TOTAL (Also enter on line 2 Recapitulation) $ 5, 000 00 (If more space is needed, insert additional sheets of same size.) PA15031 NTF 1212 ' 'REV-1508 EX+(2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or ESTATE OF FILE NUMBER ROBERT L. SCHAFFNER, JR. 21-95-3071 (Ail property Jolntty-owned with the Right of 5urvlvorshlp must be disclosed on Schedule F) ITEM VALUE AT DESCRIPTION DATE OF DEATH NO. 1 Clothing and Personal Effects 1,000.00 2 1993 Isuzu Rodeo 15,000.00 3 1993 Old Town Canoe and Accessories 400.00 TOTAL (Also enter on line 5 Recapitulation) ~ $ (Attach additional 8 1/2" x ~~"sheets if more space is needed.) PA15081 NTF 1215 00 REV-1511.EX+(7-88) SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND IN RESIDENT DE~cEDEENT N MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER ROBERT L. SCHAFFNER, JR. 21-95-3071 i NOM DESCRIPTION AMOUNT A. Funeral Expenses: 1 Etaing Funeral Home 5,000.00 B. AdminlstraUve Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 0.00 2. Attorney Fees Name: Mette, Evans & Woodside 3. Family F~cemption Claimant Relationship Address of Claimant at decedent's death Street Address Ctty State 4. ~ Probate Fees C. Miscellaneous Expenses: None Zp Code 2,000.00 0.00 88.00 TOTAL (Also enter on line 9 Recapitulation) $ 'J, Q$g (If more space Is needed, Insert additional sheets of same size.) PA15111 NTF iz~s REV-1512 EX+(1193) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROBERT L. SCHAF'FNER, JR. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS please Print orT~ FILE NUMBER 21-95-3071 ITEM NO. DESCRIPTION AMOUNT 1 Citibank Credit Card 5,150.00 2 PNC Bank Loan on 1993 Isuzu Rodeo 8,713.84 3 Miscellaneous Medical Bills 10,000.00 4 Miscellaneous personal bills 1,000.00 i" TOTAL (Also enter on line iD Recapitulation) ~$ 24, 863 84 (If more space is needed, insert additional sheets of same size.) PA15121 NTF 2880 'iiEV-1513 EX+(2-87) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER ROB ERT L. SCHAF'F1VER, JR. 21-95-3071 ITEM NO NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR . SHARE OF ESTATE A. Taxable Bequests: 1 Crystal A. Kerns Surviving spouse (10,551.84) 1830F Heishman Gardens Carlisle, PA 17013 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NO. SHARE OF ESTATE B. Charitable and Governmental Bequests: None TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) $ 0 00 (If more space Is needed, Insert addlUonal sheets of same size) PA15131 NTF 1220A lr4MONWEAL7H OF FENNSYLYANIA 1 } ss: ~UIyT7 OE CUMtERLAND . J CRYSTAL A. KERNS ng duly sworn according to law, deposes •nd :a7s that sl+a is Eaecutria of the Ertat• of Robert L. Schaffner, Jr. e of Carlisle _ __ _ Cumberian~d County, i'a., deceased and that the bin is an inventory made by her tlsa said Eaecutria __~ the entire estate of said decedent, consisting of all th• personal prop~rtY and real •stata, ezeepf real astat• outside Commonwealth of Pann:7lvania, and that the figures opposite •ach item of th• lnvantory represent it': fair value of the dat• of decedent's death, Sw°rm end subscribed before me, 19 96 ~.~,~. CRYSTAL A. KERNS 1830F HEISHMAN GARDENS, CARLISLE, PA 17013 IU~nii eta of Death 6 MAY 1995 Day -.fonfh Y~~r INSTRUCTIONS ' An inventory must be filed within three mcnfhs after appointment of personal representative. A supplement inventory must be filed within thirty days of discovery of additional asset:. Additional sheets ma7 be attached as to personalty or realt7 See Article IY, Fiduciaries Act of 1949. ~~ v1 O\ I N 0 z L.LJ Z w a ~ W a 0 a. ~ < ~ ~ ~ ~ ~ y U `s_ ~ '' Z ~ ~ ~ ° Z ~ o a w ° a a a y N O 2 • J • s v D d .~ t f U P • d M ~ ~ o 0 ii ~ N O' W T w •~ 0 y ~~W P4 . ,~ W a 0 W vii O i A ~ ''3 r-I rJ~OPiC ~i~~~ ~ CQ ~ W ~ N ~ r ~'.-~ O r a inventory of the teat ands persona' estate o~ . ROBERT L. SCHAFFNERL:. _ deceased 1. Fifty IInited States Swings Bonds at $100 each 5,000 00 2. Clothing and Personal Effects - 1,000 00 3. -1993 Isuzu Rodeo 15,000 00 4. 1993 Old Town Canoe and Accessories 400 00 w ~~ cn • r~ Gy -'o W r- ^i - - Y N r ' " ~ s. ~, - ~-- _ ~. 2 ta~.I ~:~ ci. U U BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 PETER J RESSLER METTE ETAL PO BOX 5950 HBG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX C.-~ REV-1547 E% ~FV (07-961 DATE 11-19-96 ESTATE OF SCHAFFNER ROBERT L DATE OF DEATH OS-06-95 FILE NUMBER 21 95-0371 COUNTY CUMBERLAND ESp ACN 101 Amount Remitted PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -----_- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ ------- -- ----- -------------- ----------------------------------------------------- REV-1547 EX AFP (07-96) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF .TAX ESTATE OF SCHAFFNER ROBERT L FILE N0. 21 95-0371 ACN 101 DATE 11-19-96 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat• (Sehedul• A) 2. Stocks and Bonds (Schedule 8) 3. Closely Held Stock/Partnership Interest (Schadul• Cl 4. Mortgages/Notes Ree~ivabl• (Sehedul• D) 5. Gash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schadul• Fl 7. Transfers (Schadul• G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Coats/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liana (Schadul• I) 11. Total Deductions 12. Net Valw of Tax Return 13. Cheritebl•/Governmental Bequests (Schedule J) 14. Net Value of Estat• Subject to Tax (1) .00 NOTE: To insure proper (2)- 5.000.00 credit to your account, (37 .00 submit the upper portion (4) .00 of this form with your (5) 16.400.00 tax payment. (6) .00 (7) .00 (B) 21,400.00 (9) 7, 088.00 (lo) 24.863.84 (11) ;1.951.84 till 10, 551 .84- (13) .00 NOTE: ifi an assessment was issued previously, lines refilect figures that include the t t l fi 14, 15 andior 16, 17 and 18 will o a o ALL returns ass®ss ed to date. ASSESSMENT OF TAX: 15 . Amount of L ins 14 at Spousal rat' (15 ) . 0 0 X . 0 0_ . 0 0 16. Amount of Line 14 taxabl• at Lineal/Class A rat' (16) .00 X .06. .00 17. Amount of Lins 14 taxabl• at Collateral/Class 8 rats (17) .00 X .1 5. .00 18. Principal Tax Dua (ig) .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID 07-28-95 AA048047 .00 3,700.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 3,700.00 BALANCE OF TAX DUE 3,700.000R INTEREST AND PEN. .00 TOTAL DUE 3,700.000R ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A DC CI I~In CCC OC\IC DCC CTRC AC TIITC C,\DY CAD T\ICT DI II•T TI\\IC \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION I N H E R I TA N C E TAX DEPT. 280601 STATEMENT OF ACCOUNT HARRISBURG, PA 17128-0601 REV-1GU7 EX ~F7 (OS-9U DATE 12-02-96 ESTATE OF SCHAFFNER ROBERT L DATE OF DEATH 05-06-95 FILE NUMBER 21 95-0371 COUNTY CUMBERLAND PETER J RESSLER ESp ACN 101 METTE ETAL PO BOX 5950 Amount Remitted HBG PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure propor credit to your account, submit the upper portion of this form with your tax paym®nt. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (03-961 x~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF SCHAFFNER ROBERT L FILE N0. 21 95-0371 ACN 101 DATE 12-02-96 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE,' APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-12-96 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID 07-28-95 AA048047 .00 3,700.00 11-14-96 REFUND .00 3,700.00- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, Vnll MAV pF nliF O DFFIIMn CFC DC1/F DCF CT11C nF T4TC CRDM CflD TIJCT DII/`TTnGJC .00 .00 .00 .00