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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 ""~ C) '"" COMMONWEALTH OF PENNSYLVANIA) (~ N : 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 """,n<',,'-\""", 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, $2.00 t:h-~ 17( ~~ Local Registrar - - P 10685937 Gel 1 2 2.004 No. ...-- Date :-.1 I, E! -< ," = CJ -< N 0\ 23 - (.0 .;2/- 04 -q <ceo "". J::...:. VI 11O~ 143 Re~_ 2181 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS " CERTIFICATE OF DEATH srATEFllENUMllER H NAME OF DECEDENT (FnI., Middle, Lasl) SEX SOCIAL SECURITY NUMBER , ,. IlarryBillingsZane 2. male ..180 - 12 - 8371 AGE (L8$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;~ JVj' L6/~ 3 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 ..... 2 = ~~ = en s::~ c..... Y2~ ':'':'J-o :>- ,11;;):(") ;z: Cr) ~-~;1 )> h=i I --; ("'T'l >:2;:n U1 :::0 0 ~2: (J);:o;::. o~ 000 -0 Tl (""")0" :x -.,., OC ~~ == , :0 ~ r-- ::0...... r- :t> c..:> Cf)~ &"" Ij- 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 i uL ! 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. ~ '" -, . . . 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. I . '. , .... . " . .~ . . . . 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. . 2 , , ~ . ~ .~ . , . . . 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. ~ I 3 . . ~ . . . . , . . 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 Lr-- 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 I' I - II . It Ii II r ,I I: MEMORANDUM OF AGREE ENT I I The undersigned, who are the owners, as tenants n common, of property situate at I I I 321 Third Street in the Borough of New Cumberland, Cu berland County, Pennsylvania, /I I' 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 I I 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 I I I 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. I - I <....--- I y I I I I I I I i , II 'I , " II I I 'j i II I /' II i /I . -- I "--'" c..0 -~ '"'" I Z . _' ;~r; ~~~~-~ i = L:: c:: t~' I c:::: -'-'...) -:-1 rq I r ,',' r-v )> c,:;n I 0 z rn -I o :.t7 ~ I ::n o 0 r~ I ,I 3 0"1- .' c.om II co :z Tn G') I-- I II -f rrl Ir I H CJ1 --<O:;r:j Ii Page 1 of 2 Ii r'V I {j) I Ii ~:": , " .. Ii I, Ii . I 11 J~k~ iJ"/L ( I I, I 11 I' I Ii I ~ H . II Ii I! 'I !I I, 11 I' II II COMMONWEALTH OF PENNSYLVANIA ) I, COUNTY OF CUMBERLAND ( SS.: ) Ii I Ii 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' Il II IN WITNESS WHEREOF, I hereunto set my hand and official seal. ,I II 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 I I I I ~~a I NOTARIAL SEAL I LYNN E~RENFELD. NOTARY PUBLIC Notary ublic I LEMOYNt BORO., CUMBERLAND CO MY COMMISSION EXPIRES AUG. 17 2004 I II l' , i d II 1/ Ii Ii Page 2 of 2 n I: t. . .1 . 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 j , I . 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 ~ I 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 ~ , AC".5\ 0 " . -,-. ~""- I'-~: 0 +~.. _"'. U'j c...n 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 w C? -,0 ~=-:::J I--~~Q ..., = c::.:> "" L.. c: , rv co ;tl ::: :JJ ,')A <~;.~~ Ii --I --0 :::0 :'n C~ CJ .-;, ('=3 , fTI C~.J - -_~ Ci -~l _' ---;-'1 -= c:'S - ~ in ", ~-, .-; rv \.D ~"'S"- 09-05-2005 ZANE 10-10-2004 21 04-0966 CUMBERLAND 101 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 ; Z~~c, <:'-" - 2 G _'" d ' Pi1 !2: II 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 ...J ~~.. ~-' 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 ~;;/, .. I (L 6 J C {t c'-'--__. 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. ;. "; ( " 1'0 ) 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 Lt.: C..) ~~~ - ......... Gl c) (}-.. c5 ( . ~J__; 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: \.0 ..:1" N ~ a.. 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. ( -1 r'.) - C") (.!) ::::> ..q: '-0 c:::, c:::;) 1:"" UNDER AND SUBJECT to all restrictions, easements and rights-of-way mentioned (" 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. o ~O ~~:o f.,:o.. -Oi"""'\, ;"1"1 ::I: " J .J:) > r- l"-Zm )~ - ::0 ~:: (/) ^ ~~J80 c" -n r:.:)C : :n :-o-f ,)> I'.:l c=> c:;, CT' )> c:: G") w -u :x ~ .s:- -.t J. C) -11 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. 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':, ~ (i'< \l ~ i . sll_. ,!. g, CI ,.,. lis>> ~ ~I ...'. .~. ..l.l..~,,! at ~g, i ;; ...... , ~I~ ~~. ...CI~ -'l5'i5._Clli=' 't~ ; il -~. ~. -CDCD2"i ittl ig-<a;~5"s>>g, i ag.:J 0 g.'&. :if ::b Q) , =so eg. :3! (\) . (I) (') -3' CD < - "0 -'. "", (\),'" Om ~ ~ SIl "'0 ::l .~' 0 0 3' ',<:J (\) .... -. S (ll ,':'"J ...o~- cp, >l~ 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 'r/G .~I\j1J n..JlieX) "/Hd80 >itB1J F:\FILESIDATAFILE\ESTATES\11350 Isrep s Z :Oll~~ S I d3S 900l ,"-, j-'l\I' I '1'\ (1",'1U"("-'U ::V v jjlj Uj~jCJUJJi.:s \ ~