HomeMy WebLinkAbout04-0966
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of HARRY B. ZANE No. ~I -o4-9lolo
also known as To: Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 180-12-8371 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor named in the last will of the above
decedent, dated July 20,1989 and codicil(s) dated none.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 321 Third Street, New Cumberland Borough.
Decedent, then 83 years of age, died October 10, 2004, at Holy Spirit Hospital, Camp Hill,
Pennsylvania.
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $unestimated
situated as follows: New Cumberland, Cumberland County
WHEREFORE, petitioner respectfully requests the probate ofthe last will and codi .
herewith and the grant of letters testamentary \J6
Donald R. Zane :3 .
14840 SW 21 st Stree~;r C)
Davie, FL 33326 CJ
-<
(954) 472-3525 ~
=======================================================~-====~==========
OATH OF PERSONAL REPRESENTATIVE d3
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COMMONWEALTH OF PENNSYLVANIA) (~
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: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
,," -. '" "" b~, offu, !mowl"", '"" boli,f of p,titi_ '"" """ '" =rnoI2.ti~ of fu,
above decedent, petitioner will well and . mlms estate:a g to w.
Sworn to or affirmed and subscribed ' ~
before me this ~ day of 0 aid R. Zane
J--\~~'?~D..JLn o~ ~C\ ~ 'd-
~~.~ Register
No. ~ 1- 04-- q(p(p
Estate of Harry B. Zane, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, ()t..-bllliA ~lu . dlXlJ , in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 20, 1989 described therein be admitted to probate and
filed of record as the last will of Harry B. Zane and Letters Testamentary are hereby granted to Donald R.
Zane.
Will Book # "- .{-i!,nd. '4", p.. JkAb'~
Page ......
Register of Wills ~ '}.
FEES Edward L. Schorpp (17495)
Probate, Letters, Etc. $ ll5.DO ATIORNEY (Sup. Ct. J.D. No.)
Short Certificates(3 ) $ a.CO MARTSON DEARDORFF WILLIAMS & OTTO
ReRuB~iatien....a JI.. tu..p~ $ q.6D 10 East High Street
~() $ I QOD Carlisle, PAl 70 13
TOTAL $ 143.00 (717) 243-3341
Filed
F:\Fll..ES\DATAFILE\ESTATES\11350.I,petition.lu
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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 to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 t:h-~ 17( ~~
Local Registrar - -
P 10685937 Gel 1 2 2.004
No. ...-- Date
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11O~ 143 Re~_ 2181 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
" CERTIFICATE OF DEATH srATEFllENUMllER
H NAME OF DECEDENT (FnI., Middle, Lasl) SEX SOCIAL SECURITY NUMBER
, ,. IlarryBillingsZane 2. male ..180 - 12 - 8371
AGE (L8$lBiflhday) 8lRTHPLACE (CUy and
SlIleor ForelgnCoontry) "g
. 83 v" hiladelphia,P lop.lienl' -.....0 00_0 R_COO :~)O
.. ...
COUNTY OF DEATH FACIUTY NAME (II not insliMioo, give 'tree! and number) RACE-Amencanlndian,BlaCk,'Mlil&,81
. S \,\-t \\ o'>f ;{(,I iSpecily)
..Cumberland 8c~st Pennsboro ,,!'hite
DECEDENT'S USUAL OCCUPATION KINO OF BUSINESS I INDUSTRY MARITAL STATUS - MllITilld SURVIVING SPOUSE
(o..:......e~d=...'"L::r Never Mamed. Wdowed, (11_,Qi~""'i<lonn...,.)
D=tSpeCl/YJ
. RJ1tique dealer 11b. sales ,(.lid
DECE NT'S MAtLIN ADORES (Street. CltyfTown, Sllla, Zip Code) DECEDENT'S 17e.OVIs,dec&dentlivedin
. ACTUAL Did <wp
RESIDENCE dtlC8derl!
(Sllllioslructions 17b. County CUmberland lilleina NO,deClllJ8nthed New CUmberland
00 other sidllj townshIp? 17d. wilhinlClUlllllrMsof cily~oro
Zane MOT~R'S NAME (Firs!, Middle, Maiden Surname)
,~ elyn Billings
Yvonne Shanholtz INFORMANT'S MAILING ADDRESS (Street, ~late, Zip Code)
,..321 lliird St. ,New rland PA 17070
PLACE OF DISPOSITION. Name of Cemelery, Crematory LOCATION - Cltyrrown, Stlte, Zip Code
~~~ . Schaefferstown,PA17088
n -L1te Crematory
21c. 21d.
,'fO"!O'f'l'Y~3-L NAMEAN~S~F~TY
.sse &, 324 Hunmel Ave. ,Lemoyne,PA
it_ 23a-<: ooy when certifylrlg To lhebest ormykoowle .dealhoccurre4allhelimu, dale and place slated LICENSE NUMBER DATE IGNED
pIlyalClen.snolavaillilblealtimeofd8alh10 jSignature IInd Tillej (Month,Day,Yltar)
ce<lJlyC8l4eofd8ll1h 23..
Ilems24-26 musl be corr'fJIeted by TIME OF DEATH
per$OOWOOpronOlXlC8sdealh "-00 0
. ~/.u. 4< ~c.n.
. OF):
SlIquentially"Slcondilions I: ...p~70;n,
dany,leadingloimmediate , M' ,.
ClIU$lI. Enter UNDe.RL YING
CAUSE(Diseas.ori....ury ~ , M , ,.~ '"
lhaIil1ltia\udIlV8llt$
resulllflg on dNlh i LAST
WAS AN AUTOPSY 'MORE AUTOPSY FINDINGS MANNER OF OEA TH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED
PERFORMED? AVAILABLE PRIOR TO ("'onill,Day.Yo..)
COMPLETION OF CAUSE Natural Er HomICIde 0
Of DEATH? 0 0 YelD NoD
AccideIlt Pooding Inves~galiOl1
YesD Noffi 0 30.1. 30b. M ....
YesD N'O Suicide Couldootbe dll\ermlned D PLACE OF INJURY - At home. farm. 51reet. laClOl)'. 01'liG9
""'ding. 010. (Sp.e",1y)
28.. ,... n. ....
CERTIFIER (Check only oneJ
.~:t~FbY~J~;~~U:J.':.~U.~:Z\!:i3~:::~J'~I~~nr.x~a~lh~~Fed~.~~.~.'~~~.~~~~~.~.i.1~~?~),
'PRONOUNCING AND CERTIFYING PHYSICIAN (Phyllcian boll1 pronouocif1g clealh aOO certityllllllo cause of da8ll1)
To IhI bnt 01 my knOwledgl, deelh OCCurnd II tile liml, dill, Ind plleo, and due 10 tha eaunl(a' Ind mlnnlr 1IIII1Iad...
'MEDICAL EXAMlHERfCOROHER
::=:r~::~~~~mlnlllon andlo.r InvHllglllon, In my oplnlon, deltll occurrad .llha time, dila, and plica, Ind dua 10 lhe CiUI..(I'lnd . 0 />1.2)
31a.
R~"~M8ER ~111~/I/1
" 7a.-14 ...
E~
WILL
~
OF -
HARRY B. ZANE (;, 0
""'h
1"-'
I, HARRY B. ZANE, of Intercourse, Lancaster County, Pennsylvania, declare this to
be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
/
~ cable after my decease as a part of the expense of the administration of my estate.
I give and bequeath to my friend, YVONNE A. SHANHOLTZ, of Lernoyne,
~ ITEM II.
Pennsylvania, provided she survive my death by sixty (60) days, all of my property and
rights, tangible and intangible, used by me or in any way fonning a part of the
business conducted under the trade name of "I Love Country" wherever such property or
rights may be located. In the event Yvonne A. Shanholtz predeceases me or is deceased
n the sixty-first day following my death, this bequest to her shall lapse and pass
instead to my son, DONALD R. ZANE, of Davies, Florida.
ITEM III. I give and bequeath all the rest, residue, and remainder of my
household goods, automobiles, jewelry, and all other articles of household and personal
use, equipment and ornament, together with all insurance thereon and relating thereto,
to my son, DONALD R. ZANE, of Davies, Florida, provided he survive my death by sixty
(60) days. Should my said son predecease me or be deceased on the sixty-first day
I
.
after my death, I give, devise, and bequeath all such items and insurance thereon to my
friend, YVONNE A. SHANHOLTZ, of Lemoyne, Pennsylvania.
ITEM IV. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate to my son, DONALD R. ZANE,
of Davies, Florida, provided he survive my death by sixty (60) days. Should my said
son predecease me or be deceased on the sixty-first day after my death, I give, devise,
and bequeath all the rest, residue, and remainder of my possessions and estate of every
nature and wherever situate to my friend, YVONNE A. SHANHOLTZ, of Lemoyne,
Pennsylvania.
ITEMV. I appoint my son, DONALD R. ZANE, executor of this my last will. Should
my said son predecease me or otherwise fail to qualify or cease to serve as executor of
this my last will, I appoint my friend, YVONNE A. SHANHOLTZ, executrix of this my last
will.
ITEM VI. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
~""""'" -. , ""~ ""'00"," M "" ""00 000 '001 "'i, U a. day
o 7 ' 1989.
2
.
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
The undersigned, being the testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does hereby
acknowledge that I signed and executed the foregoing instrument as my last will,
that I signed it willingly; and that I signed i as my free and voluntary act for
the purposes therein expressed.
r"
Sworn or affirmed to and acknowledged
befor~o0C the tes\:fUlamed aboq
this day oft, 198 .
ARIAl. SEAL
WENDY It STRAUB. NOTARY PUBLIC
LEMOYNE BORG. CUMBERLAND CO.
MY COMMISSION EXPIRES MAY 1991
)
( SS.:
COUNTY OF CUMBERLAND )
WE, GEORGE A. VAUGHN, III, and MICHAEL L. BANGS, the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw the testator sign and execute
the instrument as his last will; that he signed it willingly and that he executed
it as his free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the testator signed the will as witnesses; and that
to the best of our knowledge, the testator was at that time 18 or more years of
age, of sound mind, and under no constraint or undue influence.
11,;J! - (J ZAr
f(/d~~
. .
-
The preceding instrument, consisting of this and two other typewritten pages, each
identified by the signature of the testator was on the date thereof signed, published,
and declared by HARRY B. ZANE, the testator therein named, as and for his last will, in
the presence of us, who at his request, in his presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
fC;~
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F:IFlLES\DA TAFILEIESTA TES\11350.1.oolice.cert
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Harry B. Zane
Date of Death: October 10, 2005
FileNo. 21-04-0966
To the Register:
I certify that notice of 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 or
about January 5,2005.
Mr. Donald R. Zane Ms. Yvonne Shanholtz
14840 SW 21st Street P.O. Box 518
Davie, FL 33326 New Cumberland, P A 17070
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: October 5, 2004 Signatll= /~~~
Name Edward L. Sch p, Esquire
MARTS ON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Attorneys for Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NOTICE OF CLAIM
In Re: The Estate of: Court File No: 21-2004-0966
H B ZANE
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DIVISION:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. 93532(b)(2).
CITICORP CREDIT SERVICES INC.
1) Claimant's name:
c/o BALOGH BECKER L TO. 4150 OLSON MEMORIAL
2) Claimant's address: HWY #200
MINNEAPOLIS. MN 55422
B66-234-0513
3) Creditor listed below is the owner and holder of a claim in the amount of
$ 9353.46
4) The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
5) Decedent's address: PO BOX 5H5 NEVv CUMBERLAND, PA 17070
6) Date of Death: 10/10/04
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by
On behalf of the claimant, I do solemnly declare and affirm under the penalties of
perjury that they Information and representation de herein are true and correct
to the best of my knowledge, information a elief.
Dated: 7
Chelsea A. Whitley/Angela M. HornlMa lien Wee an/Chad Bolinskerrhersia Lee, Attorney.in-Fact
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
DONALD ZANE
Name
14840 SW 21 ST ST
Ad dress
DAVIE. FL 33326
City /State/
IN RE ESTATE OF: H B ZANE
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit.
2. Your Affiant has reviewed the account records of the Claimant with respect to the
decedent. Your Affiant is familiar with these records and accounts and reviews them as a
regular part of hislher duties.
3. The Decedent purchased merchandise in the amount of $ 9353.46 evidenced by
account number 5424180244482144
4. The unpaid balance does not include any post-death late payment charges, accrued
interest, collection costs or attorney's fees.
Further your affiant sayeth not ;7;;1W ~
ll.- 1 y~- -.I:' I,;, .
Chelsea A. Whi~ Angela M. Horn_
Michael D. Johnso _ Mary Ellen Weeman_
Thersia O. Lee _ Chad J. Bolinske_
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4811
Subscribed and sworn before me
This I day of F00 ,2005.
Chwd?f2 ~I
Notary Public
CHitoZA M. KAHARl
NOTARY PUf,lIC
STATE OF MINNE~;OTA
MV CC~,M\~. EX?, 1/31/2009
,,--_.....-..
REV. 1500 EX + (6..00) *' REV-1500
..
COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER
DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 04 00966
DEPT. 2e0601
HARRISBURG. PA 17128-0601 COUNTY _CODE '(EAR NUM.I3ER
,.--,-. -
. jDEcEDENT"S NAME (LAST. FtRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
i ZANE, HARRY B. 180-12-8371
.... '-DATE OF-DEATH (MM-DD-YEAR) . --l DATE OF BIRTH (MM-DD-YEAR) .~- ~-----_.~----~ -.._---_.~--.
z THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
w
c
w 10/10/2004 REGISTER OF WILLS
u , 09/19/1921
w '~-~'--'- ------- - ------_._~ -'-"""-~--
c (tF APPLICABLE) SURVIVtNG SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
. ~n 1. Original Return ---- - - 0 2. - Suppleme';tal- Return ~- - '- ~U3. RemainderReturn (date of'deatti prior 1012-13-82)
w
.... o 4. Limited Estate o 4a. Future Interesl Compromise (date 01 death after o 5. Federal Estate Tax Return Required
",SCIl
u<>:'" 12-12-82)
wQ.u ~ 6. Decedent Died Testate (Attach copy o 7. Decedent Maintained a Living Trust (Attach 0
J:oo 8. Total Number of Safe Deposit Boxes
u<>:-'
II. III 01 Will) copy 01 Trust)
II.
<( o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date 01 death between o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
------ 12-31-91 and 1-1-95)
TI'fI$$I$~l'l(:)N"Q$il!.~~(:)M~lli~~l!l\,~t,:~(:)~~$P(:)Nl!l.~~'~~~(:)Nli'!liiJ;N1lt1~,li.'NlF(:)R; I:1!IOl!lSH(:)UlWQ;SEDlREeT:SO,T():
AME COMPLETE MAILING DRESS
.... Hillary A. Dean, Esquire
z
w ,,_on .______ __.____ __..___ on~_n____
C tRM NAME (tl applicable) 10 East High
z Martson Deardorff Williams & Otto treet
0
II. Carlisle, P A 1 013
~___ .n____ .-
ELEPHONE NUMBER
I 717/243-3341
-'~-'- ---~-_._----
1. Real Estate (Schedule A) (1 ) 6 ,023.25 <)Ffi(;,'\~ USE
_..~--
2. Stocks and Bonds (Schedule B) , (2) None ,
----~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
-~--'-~
4. Mortgages & Notes Receivable (Schedule D) (4) None
..-------------. ._~ -----...-.-
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 5 ,277.27
(Schedule E) --.-._~~
6. Jointly Owned Property (Schedule F) (6) 283.61
z o Separate Billing Requested 1,_,,'
0 t..
i= 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
:5
'" (Schedule G or L)
....
ii: 8. Total Gross Assets (total Lines 1-7) (8) 119,584.13
<(
u
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1 ,127.36
<>:
---~"_..~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) ,867.01
11. Total Deductions (total Lines 9 & 10) (11 ) 22,994.37
12. Net Value of Estate (Line 8 minus Line 11) (12) 96,589.76
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax ha not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 96,589.76
--~-- _.._-~----~._- --~--_.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2) ---....----- --------- -
z 16,589.01 .045 (16) 746.51
0 16. Amount of Line 14 taxable at lineal rate x
i= -
<(
....
'"
II. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
:E
0 ---..---- -
u
>< 18. Amount of Line 14 taxable at collateral rate
<( 80,000.7 x .15 (18) 12,000.11
....
---- -~-._~
19. Tax Due (19) 12,746.62
---_.._--~
20. 0
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
321 Third Street
------~-..._- --~ lATE p~- 'lzIP 1~070 ... -
CITY New Cumberland IS
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1 ) 12,746.62
-.---.-....--.--.-
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
Total Cree its (A + 8 + C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest "_.'.__n____'__
E. Penalty -_......~---~--
Total Interest Penalty (D + E) (3) 0.00
______m
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPA YMEN . (4)
Check box on Page 1 Line 20 to request a refund 12,746.62
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is theBALANCE DUE (58) 12,746.62
~~--_._--_._--
Make Check to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X 'IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................... .................................. 0 ~
b. retain the right to designate who shall use the property transferred or its incom omnm ~ I
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 on year of death without ~
receiving adequate consideration?............................................................................. .................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security athis or her death?........ 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~
contains a beneficiary designation? ......... ...... ...... ...... ................ ...... .... ... .... -- .... ... ...... .... ................................. 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SC EDULE G AND FILE IT AS PART OF THE RETURN.
. _._---_._....._._~...._-------- -_.._~---_._-_._-- -- ---
-',.--------- -----+--------- ---'._-----
DATE
14840 SW 21st Street ~ ~r;-dC
Davie, FL 33326 -.
AOORESS DA~-
-.--.--. -.-- AODRESS -------.-- ----------,--.---". DATE
10 East Hi{h Street (P-Oj-C5
Carlisle, P 17013 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 statutedoes not exemota transfer to a surviving spouse from tax, nd the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficia
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 younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefici ries 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 120 [72 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, wh ther by blood or adoption.
.
,
, *' SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANlA
INHERlTANCE TAX RETURN
RESlDENT DECEDENT
----------.-- -- .~._------
--
ESTATE OF ZANE, HARRY B. FILE NUMBER
21 - 04 - 00966
-----
All real property owned solel~ or as a tenant in common must be reMorted at fair m rket value. Fair market value is defined as the price
at which property would be exc anged between a willing buyer and a wi ing seller, neithe being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with ight of survivorship must be disclosed on
schedule F.
._"-~-----"
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
--- -------..--.--- --.-----"
1 One-half interest in residence at 321 Third Street, Borough of New Cumber! nd, Cumberland County, PA, 60,023.25
Parcel No. 25-25-0006-038; recorded in Deed Book "S", Volume 34, Page 5 0, and being conveyed to
Harry B. Zane and Yvonne A. Shanloltz as tenants in common. Value is one half of assessed value x
common level ratio of 1.11. (See Memorandum of Agreement and Agreeme dated 11/5/03 regarding life
estate, copy attached.)
. - --------------- ..---..----... --.'-.------,-
TOTAL (Also enter on L ne 1, Recapitulation) 60,023.25
, SCHEDULE E
*'
CASH, BANK DEPOSITS, & MI C.
COMMONWEALTH OF PENNSYLVANlA PERSONAL PROPERTY
INHERlTANCE TAX RETURN
RESIDENT DECEDENT .-.1____
--------,- -_.~--- _~m.._'__._ ---~----
ESTATE OF FILE NUMBER
ZANE, HARRY B. 21 - 04 - 00966
--'--
Include the proceeds of litigation and the date the proceeds were received by the estate. II property jointly-owned with the right of
survivorship must be disclosed on schedule F.
--- ------- ------.---- ---~-_._- --~~.,-- -~.__.._,_._---_._--
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
- ------.'---.- -- -....,---
1 Farmers First Bank checking account #503090006 680.01
2 Farmers First Bank savings account #503090020 167.58
3 Personal property per Item II of Will, Yvonne Shanholtz beneficiary 37,480.49
4 Proceeds from sale of personal property, per Item II of Will 10,783.02
5 1987 Oldsmobile vehicle, actual sale price 200.00
6 E-Bay, auction proceeds, property sold prior to death 117.82
7 Jewelry, appraised value, Donald R. Zane, beneficiary 750.00
8 Paintings, appraised value, Donald R. Zane, beneficiary 6,060.00
9 Personal property, Donald R. Zane, beneficiary, actual sale price 2,457.40
10 Lancaster County Victims/Services, restitution received 311.20
11 Highmark Blue Shield, refund 269.75
---._-- -~..- -.
TOTAL (Also enter on Li ne 5, Recapitulation) 59,277.27
. SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERT
INHERlTANCE TAX RETURN i
RESIDENT DECEDENT ,1__ ~,~~__,_.__
"-----._-- _.~--- ---------..
ESTATE OF ZANE, HARRY B. I FILE NUMBER
21 - 04 - 00966
--_."_.~~-_. ._.~_._----
If an asset was made joint within one year of the decedent's date of death, it must b reported on schedule G.
------~-- -.-----...-----
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
------------------.
A Yvonne A. Shanholtz P.O. Box 518 Companion
New Cumberland, PA 17070
JOINTLY OWNED PROPERTY:
---oESCRIPTIONOFPROPERTY . ,-- -- ~--l--
LETTER DATE . . . . . % OF DATE OF DEATH
ITEM I FOR JOINT' MADE Incl~d~ n~me ~f ~nanclallnstltutlon and bank .ac;:count numbe DATE OF DEATH, DECD'S VALUE OF
NUMBER TENANT' JOINT or similar Identifying number. Attach deed for JOintly-held real I VALUE OF ASSET INTEREST DECEDENT'S INTEREST
to. estate.
1 ----;;:- .05/16/1988 Farmers First checking account t-~- 567.22 50%~-- 283.61
I #509444501
I
-------'-~
TOTAL (Also enter on Ii 6, Recapitulation) 283.61
*' SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANlA ADMINISTRATIVE COSTS
INHERlTANCE TAX RETURN
RESlDENT DECEDENT
ESTATE OF ZANE, HARRY B. FILE NUMBER
21 - 04 - 00966
----- -- -- ----- ._---_._------~
Debts of decedent must be reported on Schedule I.
------- ---------------..-..---- -- -------
ITEM DESCRIPTION AMOUNT
NUMBER
-------- ..0___-
A. FUNERAL EXPENSES:
1 Musselman Funeral Home, Lemoyne, P A 1,948.50
2 Donald R. Zane, travel expense for funeral 1,064.04
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 6,700.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach expla ation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 143.00
5. Accountant's Fees John R. Cox,CP A, preparation of 2004 personal incom taxes 155.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Register of Wills, filing fee, Inheritance Tax return 15.00
2 Donald R. Zane, administration expenses 1,235.25
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Total of Continuation Schedule(s) i 1,866.57
tn--
TOTAL (Also enter on line 9, Rec itulation) I 13,127.36
*' Scheclde H
FlI1eICII Expenses &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN Pdninistrative Costs continued
RESIDENT DECEDENT
_______u
--------- ! FILE NUMBER
ESTATE OF ZANE, HARRY B.
21 - 04 - 00966
_._~._-- -------- ---- -r----'-----
3 Register of Wills, Short Certificate 4.00
4 Certified mailing, Department of Public Welfare 4.42
5 Cumberland Law Journal, advertising Letters Testamentary 75.00
6 The Sentinel, advertising Letters Testamentary 173.15
7 Michael Heberlein, Art Services, painting appraisal fee 1,050.00
8 Lou Bert Jewelry, jewelry appraisal fee 115.00
9 , Rufe Chevrolet, fee for towing vehicle to auction 45.00
10 Additional filing fees and miscellaneous expenses 400.00
'.-_0._____-------
Page 2 of Schedule H
I
*' SCHEDULE I
DEBTS OF DECEDENT, MORTG GE
COMMONWEALTH OF PENNSYLVANlA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ZANE, HARRY B. 1 FILE NUMBER
21 - 04 - 00966
-------- ...--------
Include unreimbursed medical expenses.
------ -"'---"--,..-.---..."
ITEM DESCRIPTION AMOUNT
NUMBER
------- - ----_-0..____---
1 Farmers First Bank, outstanding check on date of death 100.00
2 CitiCorp credit card #5424-1802-4448-2144, balance due 9,353.46
3 American Express, credit card #3728-757841-11002, balance due 388.91
4 P A Dept. of Revenue, account payable 24.64
-----._---,--._- --.--_..._--- -.._---- --.--.....--.----
TOTAL (Also enter on L ne 10, Recapitulation) 9,867.01
REV.1513 EX+ (9-00) *'
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESlDENT DECEDENT
--------,---~.._--
- -~ I FILE NUMBER
ESTATE OF
ZANE, HARRY B. 21 - 04 - 00966
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
------- .-....-...-- -----
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Yvonne Shanholtz Companion 62,325.85
321 Third Street
New Cumberland, PA 17070
2 I Donald R. Zane Son 16,742.01
14840 SW 21 st Street
Davie, FL 33326
3 Michael Shanholtz Companion's son 10,767.77
321 Third Street
New Cumberland, PA 17070
See Continuation Schedule(s) attached
i Enter dollar amounts for distributions shown above on lines 15 through 18, as appropri te, on Rev 1500 cover she t
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION 0 TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130 REV-1500 COVER SHEE
------------- --- ._._~ --------------_..._~ --..._---------
. '*' SCHEDULE J
COMMONWEALTH OF PENNSYLVANlA BENEFICIARIES continued
INHERlTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ZANE HARRY B "IFILE NUMBE-R '
, . 21 - 04 - 00966
-~-_..., RELATIONSHIP-TO-I ---
NU~B~R NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do ~;~I;t~~~~e(s) . AMO~~~~T~~~ARE
I frAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
. Sec. 9116(a)(1.2)]
4 Robin Lowe Companion's daughter 10,767.77
425 McKenzie Drive
Henderson, NY 89015
5 * expenses in excess of residue were prorated among specific bequests
,
I
, _ _ ,_ ____----L.._,___.
------------
Page 2 of Schedule J
REV.1514 EX+ (9-00) ~ SCHEDULE K
,~ UFEESTAlE,ANNUITY
COMMONWEALTH OF PENNSYLVANIA & TERM CERrAlN
INHERITANCE TAX RETURN ICheck Box 4 00 Rev-1500 Cover
__ _ RESlDENTDECEDENT \
- -------------
ESTATE OF ZANE HARRY B I FILE NUMBER
, . I 21 - 04 - 00966
This schedule is to be used for all single life, joint or successive life estate and term certain calculatio . For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue. Special Tax Unit. Actuarial factors can be found
in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and at ach a copy to the tax return.
Intervivos Deed of Trust Ot er
, NEAREST AGE AT
iDATE OF BIRTH DATE OF DEATH PAYABLE
----------- -----1 -------- ---------
Yvonne Shanholtz I 07/28/1937 67 ~ L fe or 0 Term of Years
I
-- ------c ,-- --- .. ---- 0 L fe or 0 Term of Years
n______ ---~-- --- 0 L fe or 0 Term of Years
o L fe or 0 Term of Years
1. Value of fund from which life estate is payable $ 60,023.25
2. Actuarial factor per appropriate table IRS See. 7520 rate of 4.4% .46182
Interest table rate - 031/2% 06% 0 10% ~ Variable Rate 4. %
3. Value of life estate (Line 1 multiplied by Line 2) $ 27,719.94
NAME(S) OF j I NEAREST AGE AT TERM OF YEARS ANNUITY IS
ANNUITANTS DATE OF BIRTH I DATE OF DEATH PAYABLE
=" I . 10 L fe or 0 Term of Years
"___,, - _..~~__ OLfeor o Term of Years
o L fe or 0 Term of Years
------.-.--. - - ~
o L fe or 0 Term of Years
- ----..--'- -- -- --
1. Value of fund from which annuity is payable $ ___
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - 0 Weekly (52) 0 Hi-weekly (26) 0 Monthly (12) 0 Quarterly (4)
o Semi-annually (2) 0 Annually (1) 0 Other
3. Amount of payout per period ---------
4. Aggregate annual payment. Line 2 multiplied by Line 3 0.00
5. Annuity Factor (see instructions)
Interest table rate - 031/2% 06% 010% 0 Variable Rate _____
6. Adjustment Factor (see instructions)
7. Value of annuity- If using 3 1/2%,6%, 10% or if variable rate and period payout is at e
calculation is: Line 4 x Line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3
.'-------- --~ ..----
NOTE: The values of the funds which create the above future interests must be reported as part of th estate assets on Schedules A through G of
this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18.
----_.__._._"-_._~--- ----------~_....- ----
, .. I. ~
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WILL
OF
HARRY B. ZANE
I, HARRY B. ZANE, of Intercourse, Lancaster County, Pennsylvania, declare this to
be my last will and revoke any will previously made by
ITEM I. I direct that all my just debts and funer 1 expenses, including my
gravemarker and all expenses of my and all taxes and assessments
imposed by any governmental body as , whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
/
~. cable after my decease as a part of the expense of the of my estate.
I give and bequeath to my friend, YVONN
~ ITEM II. A. SHANHOLTZ, of Lanoyne,
Pennsylvania, provided she survive my death by ) days, all of my property and
rights, tangible and intangible, used by me or in any forming a part of the
business conducted under the trade name of "I Love Cou ry" wherever such property or
rights may be located. In the event Yvonne A. z predeceases me or is deceased
n the sixty-first day following my death, this to her shall lapse and pass I
instead to my son, DONALD R. ZANE, of Davies, Florida.
ITEM III. I give and bequeath all the rest, resi e, and remainder of my
ihousehold goods, automobiles, jewelry, and all ticles of household and personal
~ use, equipment and ornament, together with all and relating thereto,
to my son, DONALD R. ZANE, of Davies, Florida, provid he survive my death by sixty
J' Should my said son predecease me or be de eased on the sixty-first day
(60) days.
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after my death, I give, devise, and bequeath all such i ems and insurance thereon to my
friend, YVONNE A. SHANHOLTZ, of Lemoyne, Pennsylvania.
ITEM IV. I give, devise, and bequeath all the res , residue, and remainder of my
possessions and estate of every nature and wherever ate to my son, DONALD R. ZANE,
of Davies, Florida, provided he survive my death by y (60) days. Should my said
son predecease me or be deceased on the sixty-first day after my death, I give, devise,
and bequeath all the rest, residue, and remainder of my possessions and estate of every
nature and wherever situate to my friend, YVONNE A. SHA OLTZ, of Lemoyne,
Pennsylvania.
ITEM V. I appoint my son, DONALD R. ZANE, executo of this my last will. Should
my said son predecease me or otherwise fail to qualify r cease to serve as executor of
this my last will, I appoint my friend, YVONNE A. SHANH LTZ, executrix of this my last
will.
ITEM VI. I direct that my personal representative and fiduciaries shall not be
required to give bond for the faithful performance of t in any jurisdiction.
~~w= WHEROOF. I 2/0 tL day
o 7 ' 1989.
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The preceding instrument, consisting of this and o other typewritten pages, each
identified by the signature of the testator ate thereof signed, published,
and declared by HARRY B. ZANE, the testator therein n , as and for his last will, In
the presence of us, who at his request, in his presenc , and in the presence of each
other, have subscribed our names as witnesses hereto.
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COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
The undersigned, being the testator whose name s signed to the attached or
foregoing instrument, having been duly qualified acc rding to law, does hereby
acknowledge that I signed and executed the foregoing instrument as my last will,
that I signed it willingly; and that I signed i as free and voluntary act for
the purposes therein expressed.
"-C
Sworn or affirmed to and acknowledged
before...f.le py the test:at1o:r;: ,named aboP$
this eJOHl day of \JLU))r' 198'(.
,1
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ARIAl SEAL
WENDY It STRAUB, NOTARY PUBLIC
lEMOYNE BORO, CUMBERLAND CO,
MY COMMISSION EXPIRES MAY 6, 1991
)
( SS.:
COUNTY OF CUMBERLAND )
WE, GEORGE A. VAUGHN, III, and MICHAEL L. BANGS the witnesses whose names are
signed to the attached or foregoing instrument, bein duly qualified according to
law, do depose and say that we were present and saw he testator sign and execute
the instrument as his last will; that he signed it w llingly and that he executed
it as his free and voluntary act for the purposes th rein expressed; that each of
us in the hearing and sight of the testator signed t e will as witnesses; and that
to the best of our knowledge, the testator was at th t time 18 or more years of
age, of sound mind, and under no constraint or undue influence.
Sworn or affirmed to and
acknqwledged be~or~.. ~ me this q^
;)Ott( day of,\jllj~t . , 198
l ~Ot~u.lStl. (JJJk--
~ ar bli
NDI~IAl StI\L
WENDY 'It STRAUB, NOTARY PUBLIC
LEMOYNE BORO, CUMBERLAND CO.
MY COMMISSION EXPIRES MAY 6 1991
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I: MEMORANDUM OF AGREE ENT
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I The undersigned, who are the owners, as tenants n common, of property situate at
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I 321 Third Street in the Borough of New Cumberland, Cu berland County, Pennsylvania,
/I
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Ii which property is more particularly bounded and describe in a Deed into them, dated 8
H
I'
'I August 1990 and recorded in the Recorder of Deeds Offi e in and for Cumberland
II County, Pennsylvania, in Deed Book S, Volume 34, at Pa e 550, hereby acknowledged
I that they have, this day, entered into an agreement whic affects their title to and
I
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I disposition of the property and to notify the world that, i the event of the death of either
i
I of them, that agreement shall affect title to and ownershi of the property. I
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I IN WITNESS WHEREOF the said paid parties have et their hands and seals this I
II .5"Jh day of NO Ve'rJ1(3 el!. 2003.
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II COMMONWEALTH OF PENNSYLVANIA )
I, COUNTY OF CUMBERLAND ( SS.:
)
Ii I
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II On this, the 5.-ft., day of N' 0 l/ f,-11 Ae/!. ,200 , before me, a Notary Public, the
II undersigned officer, personally appeared HARRY B. ZANE known to me (or satisfactorily
I' proven) to be the person whose name is subscribed to the within instrument, and
! acknowledged that said person executed the same for the urposes therein contained.
I'
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II IN WITNESS WHEREOF, I hereunto set my hand and official seal.
,I
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II NOTARIAL SEAL
I! LYNN EHRENFELD. NOTARY PUBLIC
I LEMOYNE BORO CUMBERLAND Notary
MY COMMlssrON EXPIRES AUG. 17 CfOO4
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
I On this, the SJI..-
I I
I day of f'J()Je<<J~ek ,2003 before me, a Notary Public, the
I
undersigned officer, personally appeared YVONNE A. SHA HOl TZ known to me (or
satisfactorily proven) to be the person whose name is subs ribed to the within instrument,
and acknowledged that said person executed the same for he purposes therein contained.
I IN WITNESS WHEREOF, I hereunto set my hand and fficial seal.
I
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I ~~a
I NOTARIAL SEAL
I LYNN E~RENFELD. NOTARY PUBLIC Notary ublic
I LEMOYNt BORO., CUMBERLAND CO
MY COMMISSION EXPIRES AUG. 17 2004
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AGREEMENT
THIS AGREEMENT is made this day of ,
2003 and is by and between:
HARRY B. ZANE, a single man who resides in New umberland, Pennsylvania,
hereinafter referred to as "lane"; and
YVONNE A. SHANHOLTZ, a single woman who res des in New Cumberland,
Pennsylvania, hereinafter referred to as "Shanholtz."
IN WITNESSETH:
WHEREAS, lane and Shanholtz own, as tenants in ommon, real estate situate in
the Borough of New Cumberland, Cumberland County, Pe nsylvania, known and
numbered as 321 Third Street, New Cumberland, Pennsyl ania, which is more particularly
bounded and described in a Deed into them dated 8 Augus 1990 and recorded in the
Recorder of Deeds Office in and for Cumberland County, P nnsylvania, in Deed Book S,
Volume 34, at Page 550, a copy of which said Deed is att ched hereto and marked as
Exhibit A (hereinafter the "Property"); and
WHEREAS, lane and Shanholtz have agreed to mak a certain disposition of the
Property upon the death of the first of them and wish to h ve the terms of that
agreement reduced to writing for their mutual protection.
NOW, THEREFORE, in consideration of the above re itals and of the mutual
covenants hereinafter set forth, and intended to be legally ound and to legally bind their
heirs, successors, and assigns hereby, the parties hereto d hereby covenant, promise,
and agree as follows:
1 . Upon the death of the first of the parties to this greement to die, the surviving
party shall have the right to the exclusive possession and u e of the Property and all of its
rents, profits, and benefits, the same as if the surviving par y owned a life estate in the
Property, for the remainder of his or her life. During the tim that the survivor shall have
exclusive use and occupancy of the Property he or she shall not be obligated to pay rent
for such use or occupancy but shall pay all expenses associ ted with or arising out of the
ownership, use, or occupancy of the Property, including, wi hout limitation, the annual
real estate taxes, all costs to maintain the Property, all utilit and related expenses, and
the cost to insure the Property for liability and casualty loss. Further, the survivor shall
I Page 1 of 4
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provide proof to the personal representative, estate, heirs or legatees of the deceased
party reasonable verification that such expenses are bein paid and that the Property is
properly maintained and insured at least annually. The su viving party shall, however,
give reasonable access to the Property to the personal re resentatives of the estate of the
deceased party for purposes of removing the personal pro erty of the deceased party and
otherwise performing those duties necessary to properly dminister the estate of the
deceased party.
2. As long as either of the parties own an interest n the Property, the parties, or
the survivor of them, will keep the Property insured again t all casualty losses, in an
amount of at least $213,000.00 and shall maintain Iiabilit insurance on the Property,
insuring both of the parties hereto as owners, in an amou t of not less than $100,000.00
per occurrence and $300,000.00 in total. Upon the deat of either of the parties, the
survivor shall maintain such insurance for the benefit of hi self or herself and the estate,
personal representative, heirs, or legatees of the survivor.
3. Upon the death of the survivor, the Property will be sold and, after the payment
of the costs of such sale and the satisfaction of any liens gainst the Property, the net
proceeds will be divided equally among the following pers ns:
A. Shanholtz's son, Michael Shanholtz, provi ed he is alive on the
date of the death of the survivor or, if he is then de eased, to such of his
issue, per stirpes, as are alive on the date of the dea h of the surviving party
and, if he leaves no such issue, to Shanholtz's daug ter, Robin Lowe,
provided she is alive on the date of the death of the urvivor and, if she is
not so alive, to such of her issue, per stirpes, as are live on the death of the
I
death of the surviving party hereto; and
B. Shanholtz's daughter, Robin Lowe, provide she is alive on the
death of the death of the survivor or, if she is then d ceased, to such of her
issue, per stirpes, as are alive on the death of the de th of the surviving
party and, if she leaves no such issue, to Shanholtz' son, Michael
Shanholtz, provided he is alive on the date of the de h of the survivor and, if
she is not so alive, to such of his issue per stirpes, a are alive on the death
of the death of the surviving party hereto; and
Page 2 of 4
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C. Zane's son, Donald R. Zane, provided he is alive on the death of
the death of the survivor or, if he is then deceased, to such of his issue, per
stirpes, as are alive on the death of the death of th surviving party and, if he
leaves no such issue, to the other persons entitled o a share of the proceeds
of the sale of the property, pursuant to this Paragr ph 3 hereof.
The sale shall be arranged and conducted by the personal epresentatives of Shanholtz
and Zane. The personal representatives of the parties sha I cooperate to arrange and
complete the sale, and the distribution of the net proceed pursuant to this Agreement, as
promptly after the death of the surviving party hereto as c n be arranged.
4. There is no agreement relating to the subject m ter of this Agreement except
as set forth herein and all prior agreements, arrangements, and understandings between
the parties relating to the disposition of the Property whic are inconsistent with the
terms and provisions of this Agreement are null and void.
5. This Agreement shall be interpreted, applied and enforced by the Courts of, and
pursuant to the laws of, the Commonwealth of Pennsylva ia.
6. This Agreement shall not be recorded but the pa ties agree that a memorandum
of this Agreement shall be recorded in the Recorder of Dee s Office in and for
Cumberland County, Pennsylvania.
IN WITNESS WHEREOF the parties hereto have set heir hands and seals the day
and year first above written.
HARRY B. ZANE YVONNE A. HANHOL TZ
Page 3 of 4
:/1
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
On this, the day of ,200 , before me, a Notary Public, the
undersigned officer, personally appeared HARRY B. ZANE nown to me (or satisfactorily
proven) to be the person whose name is subscribed to the ithin instrument, and
acknowledged that said person executed the same for the urposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
COMMONWEAL TH OF PENNSYLVANIA )
( SS,:
COUNTY OF CUMBERLAND )
On this, the day of , 2003, before me, a Notary Public, the
undersigned officer, personally appeared YVONNE A. SHAN OL TZ known to me (or
satisfactorily proven) to be the person whose name is subsc ibed to the within instrument,
and acknowledged that said person executed the same for t e purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and fficial seal.
I
Notary Public
Page 4 of 4
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005437
SCHORPP EDWARD L
10 EAST HIGH STREET
CARLISLE, PA 17013
AC
ASSESS ENT AMOUNT
CONT OL
NUM ER
n______ fold ---------- --------
101 I $12,746.62
ESTATE INFORMATION: SSN: 180-12-8371 I
FILE NUMBER: 2104-0966 \
DECEDENT NAME: ZANE HARRY B I
DATE OF PAYMENT: 06/16/2005 I
POSTMARK DATE: 06/16/2005 1
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/10/2004 I
I
TOTAL AMOUNT PAID: $12,746.62
REMARKS:
CHECK#106
INITIALS: JA
SEAL RECEIVED BY: GLE DA FARNER STRASBAUGH
REG STER OF WILLS
REGISTER OF WILLS
Ma~orie A. Wevodau
Glenda Farner Strasbaugh First Deputy
Register of Wills
and
Clerk of Orphans' Court Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
I INVOICE I
Bill To: InvoiceNo: 411
Invoice Date: 6/16/2005
HILLARY A DEAN, ESQ. Estate of: HARRY B. ZANE
10 EAST HIGH ST Estate No: 21-04-0966
,.
CARLISLE, PA 17013
Qty Fee Description Fee Total
1 Additional Probate 120.00 $120.00
Total: $120.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Marjorie A. Wevodau
Glenda Farner Strasbaugh First Deputy
Register of Wills
and
Clerk of Orphans' Court Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
I INVOICE I
Bill To: InvoiceNo: 411
Invoice Date: 6/16/2005
HIlLARY A DEAN, ESQ. Estate of: HARRY B. ZANE
10 EAST HIGH ST Estate No: 21-04-0966
,.
CARLISLE, P A 17013
Qty Fee Description Fee Total
1 Additional Probate 120.00 $120.00
Total: Jit II 0 $120.00
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Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date: 6/20/2005
Cumberland County - Register Of Wills Receipt Time: 16:28:23
One Courthouse sauare Receipt No. : 1041033
Carlisle, PA 17 13
ZANE HARRY B
- -- - --
Estate File No. : 2004-00966
Paid By Remarks: HARRY B ZANE
JA
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
ADD PROBATE FEE 120.00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 11 0 ~120.00
Total Received.. ....... 120.00
IN THE CIRCUIT COURT IN AND FOR CUMBERLAND COUNTY PROBATE
DIVISION
INRE:
H B ZANE
Our Client:
CITICORP CREDIT SERVICES, INC. (USA)
Account No:
5424180244482144
Court File No:
21-2004-0966
SA TISF ACTION AND RELEASE OF CLAIM
The above named Claimant has received the sum of $9353.46 in settlement payment of the claim
made against the Estate. This Satisfaction and Release of Claim is executed to acknowledge
payment and discharge of claim and to release the Estate and personal representative from all
further liability with respect thereto.
Executed this K- day Of~J/
Balogh Becker, Ltd.
,20~.
By' "(.~~
One ~ Attorneys-in- act:
Chelsea A. Whitley _ Angela M. Horn _
Michael D. Johnson Mary Ellen Weeman_
Thersia O. Lee _ Chad J. Bolinske
Jill M. Gernl~ ~
Attorney-in-Fact for Claimant
4150 Olson Memorial Highway, Suite 200
Minneapolis, Minnesota 55422-4811
866-234-0513
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10-10-2004
21 04-0966
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APPEAL DATE: 11-04-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LONER PORTION FOR YOUR RECORDS -
REv:is4'-Ei-AFP-co3:osi-NOTICE-OF-INHERITANCE-TAi-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRY P FILE NO. 21 04-0966 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU~i=rn~rl'; (',::[:C~ (':C APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
INtERITANCE TAX DIYISIONL.J,JI .,-,,_...... '"", - - - OF DEDUCTIONS AND ASSESstlENT OF TAX
PO BOX 280601 ".' "
HARRISBURG PA 17128-0601 ;
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLFPI!( Cr
HILLARY ~1~~~N ESQ ,-
MARTSON e-YAL
10 E HIGH ST
CARLISLE
"i":"
PA 17013
ESTATE OF
ZANE
*'
REV-1547 EX AFP (06-05)
HARRY
P
TAX RETURN HAS: I X I ACCEPTED AS FILED
I CHANGED
DATE 09-05-2005
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. bount of Line 14 at Spousal rat. (15)
16. Amount of Line 14 taxable .t Llne.l/Class A rat. (16)
17. AllOUnt of Line 14 at Sibling rata 1171
18. A.aunt of Line 14 taxable at Collateral/Class 8 rate (18)
19. Principal Yax Du.
C
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank DepositsIHisc. Perso~l Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (SchIldule G)
8. Totel Assets
III
121
131
I'll
151
161
(7)
60,023.25
.00
.00
.00
59.277.27
283.61
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EXpenS8S/A~. CostsIHisc. Expenses (Schedule H)
10. DebtslHortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net V.lus of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
191
1101
13,127.36
9.867.01
1111
1121
1131
1141
NOTE:
.00 X 00 =
16,589.01 X 045 =
.00 X 12 =
80,000.75 X 15 =
1191=
T
IIUIUIER
CD005437
INTEREST/PEN PAID I-I
.00
AMOUNT PAID
12,746.62
DATE
06-16-2005
,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax pay_nt.
119,584.13
?'.9Qti 37
96,589.76
.00
96,589.76
.00
746.51
.00
12,000.11
12,746.62
12,746.62
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU IlAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
F \Fl LES\DAT AFILE\EST A TES\ 11350 I formalaccoun'
IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
HARRY B. ZANE,
DECEASED
ORPHANS' COURT DIVISION
: NO. 2004-0966
FIRST AND FINAL ACCOUNT OF DONALD R. ZANE,
EXECUTOR OF THE ESTATE OF HARRY B. ZANE,
LATE OF NEW CUMBERLAND BOROUGH,
CUMBERLAND COUNTY, PENNSYL VANIA
Date of Death:
Letters Testamentary Granted:
Letters Advertised:
Sentinel -
Cumberland Law Journal-
Accounting for the period:
October 10, 2004
October 26, 2004
January 8,15 & 22,2005
January 14, 21 & 28,2005
October 10,2004 to June 7, 2006
Purpose ofthe Account: Donald R. Zane, Executor, offers this account to acquaint interested
parties with the transactions that have occurred during the administration.
The account also indicates the proposed distribution of the estate.
It is important that the Account be carefully examined. Requests for additional information
or questions or objections can be discussed with:
Hillary A. Dean, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(71 7) 243-3341
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SUMMARY OF ACCOUNT
PRINCIPAL:
Receipts
Disbursements
Balance before distributions
Distributions to Beneficiaries-Residuary
Distributions to Beneficiaries-Specific Bequests
Principal Balance Remaining
$ 148,414.41
-35,099.80
113,314.61
-9,005.61
-44.290.49
$ 60,018.51
INCOME:
Receipts
Disbursements
Income Balance Remaining
$ 4.74
0.00
4.74
COMBINED BALANCE ON HAND
PRINCIPAL RECEIPTS
$ 60,023.25
One-half interest in real estate located at 321 Third Street, New Cumberland,
P A, assessed value $ 60,023.25
Personal property per Item II of Will, Yvonne Shanholtz, beneficiary
Sold to pay estate expenses in excess of residue 10,783.02
Remaining personal property 37,480.49
Personal property per Item III of Will, Donald R. Zane, beneficiary
Jewelry, appraised value
Artwork, appraised value
Sold to pay estate expenses in excess of residue
1987 Oldsmobile vehicle, sold to pay estate expenses in excess of
residue
Residue:
Susquehanna Bank checking account #503090006
Susquehanna Bank savings account #503090020
Highmark Blue Shield, refund of premium
E-Bay, account receivable
Lancaster Victims/Witness, ongoing restitution from 1967 CR1992-0
and 1968 CRI992-2, balance as of date of death
Yvonne Shanholtz, advance to the estate for expenses in excess of residue
TOTAL
-2-
48,263.51
750.00
6,060.00
2,457.40
200.00
680.01
167.58
269.75
117.82
10,425.09
19,000.00
$ 148,414.41
vanous
01/11/05
01/11/05
01/11/05
01/11/05
06/15/05
06/15/05
06/15/05
06/15/05
06/15/06
vanous
PRINCIPAL DISBURSEMENTS
Susquehanna Bank checking,
outstanding check on date of death
Musselman Funeral Home
Rufe Chevrolet, towing fee
Art Services, appraisal of paintings
P A Department of Revenue, 3rd quarter sales tax due
American Express credit card, balance due
Register of Wills, Inheritance Tax payment
Donald R. Zane 746.51
Yvonne A. Shanholtz 12.000.11
CitiCorp credit card, balance due
Martson Deardorff Williams & Otto, partial attorneys' fees
Martson Deardorff Williams & Otto, disbursements
Probate fee 143.00
Deed copies 2.50
Postage 4.42
Cumberland Law Journal,
Advertising Letters Testamentary 75.00
The Sentinel,
Advertising Letters Testamentary 144.29
Short Certificates 4.00
Copies of Sentencing Orders 4.00
Donald R. Zane: reimbursement of travel expenses
for funeral and estate administration and
jewelry appraisal fee paid
RESERVED:
Martson Deardorff Williams & Otto, disbursements
Additional Probate Fee
Filing fee, Satisfaction and release
UPS, overnight mailing
Register of Wills, filing fee, Account
Recorder of Deeds, filing fee,
Decree Awarding Real Estate 38.50
MARTSON, DEARDORFF, WILLIAMS & OTTO, attorney fees:
Estimated fees based on hourly rate 5,600.00
Discount due to insufficient funds -3.087.00
120.00
10.00
14.00
180.00
TOT AL PRINCIPAL DISBURSEMENTS
INFORMATION SCHEDULE -PRINCIPAL
Lancaster Victims/Witness, ongoing restitution from 1967
CR1992-and 1968 CR1992-2
Balance due as of date of death: 10,425.09
-3-
$
100.00
1,948.50
45.00
1,050.00
24.64
388.91
12,746.62
9,353.46
5,200.00
377.21
989.96
362.50
2.513.00
$ 35,099.80
Payments received:
-1.419.48
9,005.61
BALANCE OF RESTITUTION TO BE DISTRIBUTED
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Specific Bequests:
TO: Yvonne Shanholtz
In Kind:
Remaining assets of I Love Country, per Item II of said Will
TO: Donald R. Zane
In Kind:
Jewelry, per Item III of said Will
Paintings, per Item III of said Will
750.00
6,060.00
TOTAL DISTRIBUTIONS OF PRINCIPAL - SPECIFIC BEQUESTS
Residue:
TO: Yvonne Shanholtz
83% share of balance of Lancaster
Victims/Witness Restitution:
TO: Donald R. Zane
17% share of balance of Lancaster
Victims/Witness Restitution
TOTAL DISTRIBUTIONS OF PRINCIPAL - RESIDUARY
INCOME RECEIPTS
Susquehanna Bank savings, interest through closing
M&T Bank, estate checking account, interest through closing
TOT AL INCOME RECEIPTS
INCOME DISBURSEMENTS
None
TOT AL INCOME DISBURSEMENTS
-4-
$ 9,005.61
$ 37,480.49
6,810.00
$ 44,290.49
$ 7,474.66
1,530.95
$ 9,005.61
$
.09
4.65
4.74
$
$
$
0.00
0.00
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
Donald R. Zane, being duly sworn according to law, deposes and says: That he is the
Executor of the Estate of Harry B. Zane, deceased; that he has fully and faithfully discharged the
duties of his office; that the foregoing First and Final Account is true and correct and fully discloses
all significant transactions occurring during the accounting period; that all known claims against the
estate have been paid in full; that to his knowledge, there are no claims now outstanding against the
Estate; that all taxes presently due from the estate have been paid; and that the Grant of Letters
TestamentarJ:' and the first complete a~i~rem~. ~.. he.~r.eof o:curr. e ore--than)o. ur (4) mo.. nths
before the filmg of the Account. . " Or) I ~;;/,
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Donald R. Zane, Executor
SCHEDULE OF PROPOSED DISTRIBUTION
Donald R. Zane, Executor of the Last Will and Testament of Harry B. Zane, deceased,
proposes to distribute the balance in his hands, to wit: $ 60,023.25, in accordance with the said Last
Will and Testament as heretofore filed in the Office ofthe Register of Wills of Cumberland County,
Pennsylvania, as follows:
TO: Donald R. Zane: (conditioned on life estate in Yvonne Shanholtz)
In Kind: One-third (113) interest in real estate,
per Memorandum of November 5, 2003
TO: Michael Shanholtz: (conditioned on life estate in Yvonne Shanholtz)
In Kind:One-third (113) interest in real estate,
per Memorandum of November 5,2003
TO: Robin Lowe: (conditioned on life estate in Yvonne Shanholtz)
In Kind: One-third (113) interest in real estate,
per Memorandum of November 5, 2003
$ 20,007.75
20,007.75
20,007.75
TOT AL BALANCE FOR DISTRIBUTION
$ 60,023.25
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed in accordance with the Last Will and Testament of Harry
RZane. , :\-~~Q[, (2. '?ac~y-_
Donald R. Zane, Executor
/. /.-/..
Sworn and sut>spribed to before me this L-
day 0['(:;;'<'- //"~ ,.,.?{JcJ;~
/1 ._/ /-/~
( . /( j{Ztuc \/ (( It! {.
Notary Public
NOIARIAL SEAL
VICTORIA L DHO, NOTARY PUBLIC
CARLISLE BORa., CUMBERLAND COUNTY
MY COMMISSION EXPiRES DEC. 2 2006
-5-
HARRY B. ZANE, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0966
INRE: ESTATE OF
DECREE AWARDING REAL ESTATE
AND NOW, this
day of
, 2006, it appearing that the
First and Final Account and Schedule of Proposed Distribution of Donald R. Zane, Executor of the
Estate of Harry B. Zane, late of New Cumberland Borough, Cumberland County, Pennsylvania, have
been filed and advertised in accordance with law and rules of Court and the same have been
confirmed by the Orphans' Court of Cumberland County, Pennsylvania, on August 22, 2006, and
it appearing that said Executor, Donald R. Zane in his Schedule of Proposed Distribution claims the
distribution ofthe Decedent's one-half(V2) interest in real estate in kind to Donald R. Zane, Michael
Shanholtz and Robin Lowe, as tenants in common, subject, however, to a life estate in Yvonne
Shanholtz, it is ordered, adjudged and decreed that the Decedent's undivided one-half (Yz) hereinafter
described interest in real estate is hereby awarded to Donald R. Zane, Michael Shanholtz and Robin
Lowe, as tenants in common, their heirs and assigns; subject, however, to a life estate in Yvonne
Shanholtz:
ALL those certain parcels or tracts of land situate in the Borough of New
Cumberland, Cumberland County, Pennsylvania, being all of Lots Nos. 4 and 5, in
the General Plan of the Borough of New Cumberland, (George W. Buttorffs
Addition), same being more particularly bounded and described as follows, to wit:
. ,;
BEGINNING at a point on the northerly side of Third Street, distant seventy-five (75)
feet West of the westerly side of Locust Alley; thence continuing along the said
northerly side of Third Street, in a westerly direction a distance of fifty (50) feet to
the dividing line between Lot Nos. 5 and 6; thence in a northerly direction, by the
said last mentioned dividing line and at right angles with Third Street, a distance of
one hundred forty (140) feet to a twenty (20) foot wide alley; thence by the same in
an easterly direction a distance of fifty (50) feet to a point at Lot No.3; thence in a
southerly direction along said Lot No.3 a distance of one hundred forty (140) feet to
the northerly side of Third Street, the point and place of BEGINNING.
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HA VING thereon erected a two and one-half story frame dwelling house known as
and numbered 321 Third Street, New Cumberland, Pennsylvania, and three car frame
garage.
UNDER AND SUBJECT to all restrictions, easements and rights-of-way mentioned
c
.
in prior Deeds.
BEING the same premises which Jane E. Decker, a/k/a Mary Jane Embick Decker,
and Elizabeth E. Kishbaugh, Executrices of the Estate of Mary 1. Embick, by Deed
dated August 8, 1990, and recorded in Cumberland County, P A, Deed Book "S"
Volume 34, Page 550, granted and conveyed unto Harry B. Zane, single man and
Yvonne A. Shanholtz, single woman, as equal one-half (Yz) tenants in common. The
said Harry B. Zane having died October 10,2004, Letters Testamentary were granted
unto Donald R. Zane by the Register of Wills of Cumberland County.
The Recorder of Deeds in and for said County of Cumberland is directed to record this
Decree among the deeds in his official capacity and to index the same in the Grantor index against
the Estate of Harry B. Zane and in the Grantee index to Donald R. Zane, Michael Shanholtz and
Robin Lowe, in accordance with the Pennsylvania Probate, Estates and Fiduciary Code of 1972, as
amended, Sections 3534-3536.
By the Court,
J.
CERTIFICATION OF ADDRESS
I hereby certify the precise residence and complete post office address of the within named
Grantees is c/o Yvonne Shanholtz P.O. Box 518 New Cumberland, PA 17070.
Dated: 8/:19/0[0
MARTSON DEARDORFF WILLIAMS & OTTO
o
INFORMATION · ADVICE · ADvOCACY
ATTORNEYS & COUNSELLORS A T LAW
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
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IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0966
f\y
HARRY B. ZANE, DECEASED
DECREE AWARDING REAL ESTATE
AND NOW, this --3...ld. day of A ";) u ...:1-- ,2006, it appearing that the
First and Final Account and Schedule of Proposed Distribution of Donald R. Zane, Executor of the
Estate of Harry B. Zane, late of New Cumberland Borough, Cumberland County, Pennsylvania, have
been filed and advertised in accordance with law and rules of Court and the same have been
confirmed by the Orphans' Court of Cumberland County, Pennsylvania, on August 22, 2006, and
it appearing that said Executor, Donald R. Zane in his Schedule of Proposed Distribution claims the
distribution of the Decedent's one-half(Yz) interest in real estate in kind to Donald R. Zane, Michael
Shanholtz and Robin Lowe, as tenants in common, subject, however, to a life estate in Yvonne
Shanholtz, it is ordered, adjudged and decreed thatthe Decedent's undividedone-half(Yz) hereinafter
described interest in real estate is hereby awarded to Donald R. Zane, Michael Shanholtz and Robin
Lowe, as tenants in common, their heirs and assigns; subject, however, to a life estate in Yvonne
Shanholtz:
ALL those certain parcels or tracts of land situate in the Borough of New
Cumberland, Cumberland County, Pennsylvania, being all of Lots Nos. 4 and 5, in
the General Plan of the Borough of New Cumberland, (George W. Buttorffs
Addition), same being more particularly bounded and described as follows, to wit:
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BEGINNING at a point on the northerly side of Third Street, distant seventy- five (75)
feet West of the westerly side of Locust Alley; thence continuing along the said
northerly side of Third Street, in a westerly direction a distance of fifty (50) feet to
.,.r-
tl~:dryiding line between Lot Nos. 5 and 6; thence in a northerly direction, by the
~~~st mentioned dividing line and at right angles with Third Street, a distance of
~~ndred forty (140) feet to a twenty (20) foot wide alley; thence by the same in
_terty direction a distance of fifty (50) feet to a point at Lot No.3; thence in a
--J ~ erly direction along said Lot No.3 a distance of one hundred forty (140) feet to
~ortherly side of Third Street, the point and place of BEGINNING.
a
HA VING thereon erected a two and one-half story frame dwelling house known as
and numbered 321 Third Street, New Cumberland, Pennsylvania, and three car frame
garage.
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UNDER AND SUBJECT to all restrictions, easements and rights-of-way mentioned
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in prior Deeds.
BEING the same premises which Jane E. Decker, a/k/a Mary Jane Embick Decker,
and Elizabeth E. Kishbaugh, Executrices of the Estate of Mary J. Embick, by Deed
dated August 8, 1990, and recorded in Cumberland County, P A, Deed Book "S"
Volume 34, Page 550, granted and conveyed unto Harry B. Zane, single man and
Yvonne A. Shanholtz, single woman, as equal one-half(Yz) tenants in common. The
said Harry B. Zane having died October 10,2004, Letters Testamentary were granted
unto Donald R. Zane by the Register of Wills of Cumberland County.
The Recorder of Deeds in and for said County of Cumberland is directed to record this
Decree among the deeds in his official capacity and to index the same in the Grantor index against
the Estate of Harry B. Zane and in the Grantee index to Donald R. Zane, Michael Shanholtz and
Robin Lowe, in accordance with the Pennsylvania Probate, Estates and Fiduciary Code of 1972, as
amended, Sections 3534-3536.
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CERTIFICATION OF ADDRESS
I hereby certify the precise residence and complete post office address of the within named
Grantees is c/o Yvonne Shanholtz P.O. Box 518 New Cumberland, PA 17070.
Dated: 8/:19/ Ow
MARTSON DEARDORFF WILLIAMS & OTTO
o
INFORMATION · ADVICE · ADvOCACY
ATTORNEYS & COUNSELLORS AT LAW
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
In Re: ESTATE OF HARRY B. ZANE,
DECEASED
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-04-0966
CERTIFICATE OF SERVICE OF ORDER
ORDER DATE: 08/31/2006
JUDGE'S INITIALS: JWO
TIME STAMP DATE: 08/31/06
IN RE: ORDER. DECREE AWARDING REAL ESTATE
""."...."..""""""""""""""""""",'""""""""""""""""""""""""""""""""""""
HILLARY DEAN ESO.
CALLED TO PICK UP AT REGISTERS OFFICE
SERVICE TO:
METHOD OF MAILING:
ENVELOPES PROVIDED BY:
D USPS
DRRR
~ HAND DELIVERED
D OTHER_
D PETITIONER
D JUDGE
D CLERK OF ORPHANS COURT
MAILED: 08/31/06
"""""""""""""""""""""""""""""""""",..."""""""""""".."..",""'"""""""""
SERVICE TO:
METHOD OF MAILING:
ENVELOPES PROVIDED BY:
D USPS
DRRR
D HAND DELIVERED
D OTHER_
D PETITIONER
D JUDGE
D CLERK OF ORPHANS COURT
MAILED:
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, ()1 L yC/],AL P~1
Deputy (J
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REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
HARRY B. ZANE
Date of Death:
October 10,2004
File No.:
21-04-0966
Social Security No. :
180-12-8371
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The separate Orphans I Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the parties in
interest?
Yes No
d. Copies of receipts, releases,joinders and approvals offormal or informal accounts
may be filed with the Clerk of the Orphans I Court and",:a be attached to this report.
Date: September 14, 2006
Signature:
Name:
Address:
Esquire
MARTS ON ARDORFF WILLIAMS & OITO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Counsel for personal representative
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