The URL can be used to link to this page

Home My WebLink About01-14-13J 15175610105 REV-1500 ~"°'-'"`FD PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau oflndividuat7axes 0e~.~,Men,~~jNHERITANCE TAX RETURN CounryCode Year FileNUmber PO BOX z8o6o1 ~ I I ~ ~ ~~ _ Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Securty Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedent's Last Name Suffix Decedent's First Name MI Schwartz Jeanne (If Applicable) Enter Surviving Spouse's Information Below L Spouse's Last Name Suffix Spouse's First Name MI Nixon Nancy Spouse's Social Security Number 069-36-3599 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRWTE OVALS BELOW Olp 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82 O 4. Limited Estate O 4a Futur I t ) e n Brest Compromise (date of death after 12-12-82) O 5. Federal Estate Tax Return Required OiD 6. Decedent Died Testate O 7. Decedent Maintained a Livin Trust (Attach Copy of Will) 9 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax untler Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL -, TAX INFORMATION ~ ' Name OULD BE DIRE 7 D TOrA .Z Cindy L. Villanelle Esq Daytime Tel o~ NumberC_ ITi Cmj ca , . (717 761 __' ° ~ ) r e ~~ c7 -= en :.m . r- -+ ca REGI ,SERF I LS USE ONL., ~i ti t First Line of Address -i•t ` 1 875 Market Street ~ ~~ :~i ~ r ,. ,. Second Line of Address , ,'. q ' ,.... City or Post Offce State ZIP Code DATE FILED Lemoyne PA 17043 Correspondents a-mall address: cindyvillanella carrucoliandassociates corn Under peneltles of perjury, I declare that I have examined this return, including accompanying schedules and statements, antl to the best of my knowledge and belief, It ie true, correct and complete. Declaretlon of preparer other than the personal representallva is based ll I f on e SIGNATURE OF PERSON RESPONS BLE FOR FILING RETURN n ormation of which preparer has any knowledge. ~ • DATE ADDRESS ~~- /n~~ L]cL 19~ ZA(? ~ ~' 4• ~~k ~~btg SI PREPAR O R N REPRE ATIVE DA SS /r1 PLEASE USE IOINAL ORM ONLY Side 1 L 1505610105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Dacedeat~a Name: Jeanne Swartz 192-34-6792 RECAPITULATION 1. Real Estate (Schedule A) .......... ............................... .... 1, 0.00 2. Stocks and Bonds (Schedule B) ..... .............................. .... 2, 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................ .. . 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5, 5,741.21 6. Jointly Owned Property (Schedule F) O Separete Billing Requested 6 .... 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ... . O.OO (Schedule G) O Separate Billing Requested..... ... 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) . ............... .......... ... 8. 5,741.21 9. Funeral Expenses and Adminishative Costs (Schedule H) ..... . 9. 20,533.59 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ...... 10 ...... ... . 0.00 11. Total Deductions (total Lines 9 and 10) ..... ......................... ... 11. 20,533.59 12. Net Value of Estate (Line 8 minus Line 11). ........... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12. -14,792.38 an election to tax has not been made (Schedule J) .............. 13 ........ , .. 0.00 14. Net Value SubJect to Tax (Line 12 minus Line 13) .......... . 1a. -14,792.38 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rete, or transfers under Sec. 9116 (a)(1.2) X .0_ 0.00 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ........................................................ . 19. O.OO 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O I_ Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 Decedent's Col DECEDENTS NAME Jeanne Schwartz STREETADDRESS 8 Abbey Court CIN Carlisle Address: Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Paymenis A. Prior Payments B. Discount 3. Interest 300.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII in oval on Page 2, Llne 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. File Number STATE I ZIP PA 17015 (1) 0.00 Total Credits (A+ g) (2) 300.00 (3) 0.00 (4) 300.00 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dld decedent make a transfer and: Yes No a. retain the use or income of the property transfeYred .................................................................... ...... ^ ^ b. retain the dght to designate who shall use the property transferred or its income ..................................... ..... ^ c. retain a reversionary interest ....................................................................................................................... ....... d. receive the promise for life of either payments, benefits or care? ............................................................... ....... Q 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................................. ...... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death tc or for the use df a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REVn5o8 EX+ (o8-~z) ~ pennsytvania SCHEDULE E DEPARTMENT OFREVENUE CASH, BANK DEPOSITS & MISC. wRER1rANCE Tax REruaN PERSONAL PROPERTY RESIDENT DECEDENT CRwre nv. SchartzVJeanne FILE NUMBER: Include the proceeds of litigation and the Harp rho ~..,wea.. ,...._ ____:__. ~. - -~--- ~- ~~--- ~~ ~~~~•~~~~e~ mroeu ui paper or me same size. p~~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Nancy J. Nixon 8 Abbey Court Carlisle, PA 17015 Re: Estate of Jeanne L. Schwartz Social Security: 192-34-6792 Date of Death• Aoril 14 2012 Phone 888-502-0349 F ax (302) 934-2955 July 12, 2012 Dear Sir or Madam: Per your inquiry on July 9, 2012, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued /nterest Total 2. Type of Account Account Number Ownership (Names ofl Opening Date Balance on Date of Death Accrued Interest Total Checking Account 1124129 Jeanne 4 Schwartz 01/18/1992 $1,877.28 $ .00 $1,877.28 Savings Account 15004200939451 Jeanne L Schwartz 0120/1992 $3.613.93 $ OS ___ $3.613.98 REVnSOg EX+ (m-ao) ~ ~ pennsylvania DEPARTMENT OF REVENUE INMERRANCE TqX RETURN RESIDENT DECEDENT SCf1ED11LE F JOINTLY-OWNED PROPERTY Schwartz, Jeanne If an asset became owned within one SURVIVING JOINT TENANT(S) NAME(S) A• Nancy Nixon B. C. ]OINTLY OWNED PROPERTY: of the deeedenYs date of ADDRESS 8 Abbey Court Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Domestic Partner REM LETTER FOR ]O1N DATE T DESCRIPTION OF PROPERTY NUMBER TENA MADE JNCLUDE NAME OF FiNANCDIL INBTRUTION AND BANK ACCOUNT NUMBER OR S1MIWt DA TM NT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL EBipTE DATE OF DEATH DE EDEM'B VALUE OF J. A. . VALUE OF ASSET IMEREST DECEDENT'S INTEREST 05/24/11 8 Abbey Court, Carlisle PA 17013 , 130,000.00 100 0.00 FILE It must be reported on Schedule G. TOTAL (Also enter on Line 6 Recapitulation) I S 0.00 If more space is needed, use additional sheets of paper of the same size. r ~~ ~5 ~~r ~I~IIIIII~ 0 Tax Parcel # 40-24-0759-001-U64---1 V~GUJ~ ~YLL~ MADE this a~~ BETWEEN day of mt7,),~ , 2011, Michael H. Blackman, single man, of Cumberland County, Pennsylvania, "GRANTORS", AND Nancy J. Nixon and Jeanne L. Schwartz, both of Carlisle, Cumberland County, Pennsylvania, "GRANTEES", WITNESSETH, that in consideration of the sum of ONE HUNDRED TWENTY-EIGHT THOUSAND and 00/100 ($128,000.00) DOLLARS, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey in fee simple to said Grantees, their heirs and assigns, as joint tenants with right of survivorship, ALL that certain tract of land with improvements thereon situate in South Middleton Township, Cumberland County, Pennsylvania, being designated as Unit B-4 in a Subdivision of the Villas in Plan Book 52, Page 124, described as follows: BEGINNING at a point on the northwestern corner of the property of Unit B-5; thence along Unit B-5, South 75 degrees 47 minutes 50 seconds East 82.75 feet; thence along other common area, South 14 degrees 12 minutes 10 seconds West 26.00 feet to the corner of Unit B-3; thence along Unit B-3, North 75 degrees 47 minutes 50 seconds West 82.75 feet; thence along common areas, North 14 degrees 12 minutes 10 seconds East 26.00 feet to the point of BEGINNING. BEING designated as Unit B-4 on a Subdivision Plan recorded in Cumberland County Plan Book 52, page 124. CONTAINING 2,152 square feet. BEING KNOWN as 8 Abbey Court, Carlisle, Pennsylvania. BEING the same premises which Estate of Virginia H. Blackman, deceased, by Deed dated April 21, 2011 and recorded April 25, 2011 in the Office of the Recorder of Deeds in and for Cumberland County in Instrument No. 201111875, granted and conveyed unto Michael H. Blackman, Grantor herein. AND the said Grantor hereby warrants specially the property herein conveyed. IN WITNESS WHEREOF, the Grantor has hereunto set his hand and seal, the day and year first above written. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Michael H. Blackman :ss. On this the p14 day of IY10. , 2011, before me, the undersigned officer, personally appeared Michae~. Blackman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. WITNESS my hand and official seal the day and year first above written. N•ww sw carl'~Ibr~oup,M~.rloaryPunk tary~bl My Cgma ~bal~nd county, PA ~^ e~+Au~ 11, 2011 I hereby certify that the precise residence and complete post office address of the within nam~~ned Grantees is: $ ~l~~r ~ \ ~ h51e , P,,a. 1~oIS- I/Cou-/ ~7 , 2011 ttorney for Grantees ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 201115241 Recorded Oo 5/27/2011 At 2:46:36 PM * Instrument Type -DEED Invoice Number - 87582 User Hl - ES * Creator - BLACKMAN, MICHAEL H * Grantee - NIXON, NANCY J * Customer -SHAW * FEES STATE TRANSFER TAX $1,280.00 STATE 1tRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICE RECORDING FEES - $11.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FE8 $2.00 ROD ARCBIVEB FEE $3.00 SOUTR MIDDLETON SCHOOL $640.00 DISTRICT SOUTH MIDDLETON $640.00 TOWNSHIP TOTAL PAID $2,622.00 * Total Pages - 3 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA Rv EG~ORDER O " - Information denoted by an aeteriek may change during the verifintfon process and may not be reflected on ibis pages 002ABB III~I~IINIIIIIN InIN REV-1510 E%+ (08-09) ~ ° Pennsylvania OERARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEG INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY Schwartz, Jeanne PILE This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is ves_ ITEM NUMBE 1 DESCRIPTION OF PROPERTY R ~xnuDE rRE rvaNE OF THE TaaxsFEaEE, ME~s RewnoxswvTa ozcsoENT axo n~EOATE OF TxwsFER. anaaacovr or THE OEEOroR RDU ESraTE, DATE OF DEATH VALUE OF ASSET Wo OF DECD' INTEREST S EXCLUSION ~ravEUUazE TAXABLE VALUE IRA LPL Financial 401 East Lcuther Street, Suite 272, Carlisle, PA 17013 89,878.48 100 100.0 0 0.0( TOTAL (Also enter on Line 7 Recapitulation) ; I 0 00 If more space is needed, use additional sheets of paper of the same size. N yx A m r v S z R A O V N !~ a C ~ r~ , ~" r w r ~ ~ pppyyy ~ ~ _ y 2fi h MK ~ C N cn x c a c ~i ~ c ~ ~ mm mm y y i m ~ ~ ~ bZ ~ ~ D 1 j y 0 N r L7 r t~ n m v C N m a c A. ~ N ~I~~~ $~ ~. ~ ~~ w a N N r9 ~ r h m C cyi PA < A c ~ m rn ~ Z ~' ~ }~ 3 i s'.., !(I I m iiiYYYFFF J r LU ~. fi: Ot W = ~ N n a A m n N 'b ~' " ~ a m ,~ N ~ ~ r ~. i _~ c~ w 0 a~ N 2 m ~~ ~ ,~ ,~ ~ s pp 2K ~ # ~ ~ ~ ~ ,0 ~ 3 C ~ kb ~c 10 ti 3 T x ~ x ~ 3 ~~~ D~ ~ ~~ 2 `~ a ~ a< ~' O o x C O d Y m O ~ b7 m A ~ C j 6 '. Z O m ¢ ' ~~ d~ mP aP ~ _, ~~'~~ ~ S, ~$ b ~ ~. ~ b m ~ C ~ "'~ m v m 5U~ d6 ~ 3 ~ rn P _ y 2 _- 'fir v < N <~ _ z ~ _ro' ~. ; X s y c rn ~ •°: ~ ~~ ~ _ °' 3 a ~y~ y~~8 x » A ii amity £~.. 7 p° a ~ 7 ~ n D ~ ~ D (+ ' N O ~ W N a ~ m u0 mY 0 O O a 'O a S m r ,' T m m O rv m' a t +e 0 0 S' A . u. u 3 ~ r3 1S ' ~" .. r\ T ~~s~~~~ 6 ~~ ~~ ~ ~~ ~~4~ e N ~~~~ ~~ z s m ~~_~ ~~~~~~~ q3 ~~ ~ ~~g ~~~ ~s w ~° ~~ ~ i$~ °~Z~ ~~~~~~~ ~°~~~`~ € g T1 ¢ ~ r3 ~~ ~~g^ iiiF R~~QQ ii L ~~ ~~~~~~ ~ ~ ~~~~ ~. g 4s< ~~ ~~ ~ j~~~~~~ ~~~~a~~~ ~~~~~ s~~~~~~~ c~ ~ o~ s ~=~~ ~~ ~~~€a~ _ a ~ $~~~ ~~~ ~s~a ~ agsR ~~. ~i n m h a a rn A C a O 0 r a n m a c a m a c ~; sQ VI 3 f5 a c in t2 a c p~ M a 0 0 8 REV-1511 EX+ (1U-U9) ~ - Pennsylvania SCHEDULE H DE"FRTMENT O`REVENDE FUNERAL EXPENSES AND wnaRlrn"cE Tnx RETUarv RESID ADMINISTRATIVE COSTS ENT DECEDENT ESTATE OF Jeanne Schwartz FILE NUMBER Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hoffman Roth Funeral Home & Cremtaory, Inc. 6,095.61 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 7,424.76 Name(s) of Personal Representative(s) Nancy Nixon Street Address 8 Abbey Court city Carlisle state PA ztP 17015 Year(s) Commission Paid: 2012 z B• Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanatlon.) Claimant Nancy Nixon 3,000.00 3,500.00 Street Address 8 Abbey Court city Carlisle State PA zIP 17015 Relationship of Claimant to Decedent Domestic Partner 4. Probate Fees: 365.50 5~ Accountant Fees: 0.00 6. Tax Retum Preparer Fees: 0.00 ~• Estate Administration Notice • The Sentinel 72 72 s. Estate Administration Notice -The Cumberland Law Journal 75.00 TOTAL (Also enter on Line 9, Recapitulation) ~ ~ 20,533.59 If more space is needed, use additional sheets of paper of the same size. CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717) 249-3168 Faz: (717) 249-2883 August 3, 2012 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Cindy L. Villanella, Esquire RE: Jeanne Schwartz Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: July 20, July 27, and August 3, 2012 Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due $ 75.00 $ 0.00 $ 0.00 $ 75.00 $ 0.00 Becky H. Morgenthal, Executive Director The Sentinel ww w.tumberi inn-k.com ~~ ~~ ~~u~e s~~wv~rvse~rc veervc~r+?r CARRUCOLI S ASSOCIATES 875 MARKET STREET LEMOYNE, PA 17043 717-761-1274 AD NUMBER PAGE NO. 411895 1 of 1 BILL DATE SALESPERSON 07/28/12 wolfs START DATE STOPDATE 07/12/12 07/28/12 ~ 411895 NOTICE ESTATE OF JEANNE SCHWARTZ, 10 PUBLIC NOTICES 12 * 2 cols Publication Insertions Rate Net Amount Gross Amount 3 THE SENTINEL -LEGAL 3 LGL $63.72 TOTAL AD CHARGE $63.72 3 PROOF OF PUBLICATION 01 PRF $7.00 3 MOBILE SITE M0B2 $2.00 Purchase order Est.J.Schwarfz PAY THIS AMOUNT $72.72 $87.26* *AF7ER 08/20/12 Thank you for advertising with The Sentinel! Deadline for in-column legal ads is 4:00 p.m. two business days prior to date of insertion. For questions, call (717) 240-7130. THE SENTINEL Go LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 000235 CARRUCOLI & ASSOCIATES 875 MARKET STREET LEMOYNE, PA 17043 Check # ^ Credit Card ^®^®^®^~ Acct #: Ems. Date: m m Name on credit card Signature Please make checks payable to: THE SENTINEL c/o LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 Ad Number 411895 Billing Date 07/28/12 Amount Due $ 72.72 $ THE SENTINEL do LEE NEWSPAPERS PO BOX 742548 CINCINNATI OH 45274-2548 ~r~u~r~r~nr~r~~ur~r~u~n~r~r~r~u~u~~u~u~u~~u~r~ur~~ 21540200000004118950000000000000000872600000072724 ~i ~~ ~,. , FUNERAL HOME 6T CREMATORY, INC 219 North Hanover Sheet Carlisle, Pennrylvania 17013 717.243.451 I toll free 1.866.451.451 1 fax 717.243.3723 wvnvYgffrrarroth.com into(s'hof(marrofh.com June 6, 2012 Nancy Nixon 8 Abbey Court Carlisle, PA 17015 Statement of Funeral Expenses for: Jeanne L. Schwartz Date of Death: April 14, 2012 Account Id: 16529-096 PACKAGE: Immediate burial Immediate Burial $ 2,300.00 Sub Total: S 2,300.00 MERCHANDISE: Casket: Kinsey $ 1,195.00 Outer Container: Cave Proof Box $ 1,175.00 Sub Total: $ 2,370.00 TOTAL FUNERAL HOME CHARGES: $ 4,670.00 CASH ADVANCES: Slate Hill Cemetery $ 845.00 6 Certified Death Certificates at $ 6.00 each $ 36.00 Newspaper Notice -Sentinel $ 97.34 Newspaper Notice -Patriot $ 188.27 Clergy $ 100.00 Flowers $ 159.00 Sub Total: S 1,425.81 Total Funeral Expense: S 6,095.81 Total Payments Made: $ 6,095.81 Payments Made: Nancy Nixon Check 1058 Jun 8, 2012 8,095.81 Balance: S o.00 ------------------------------------------------------------------ Please return this portion with your Remittance. $ Amount Enclosed Jeanne L. Schwartz Service ID#: 16529-098 SERVING OUR COMMUNITY SINCE 1907 REV-1513 EX+ (0140) ,B Pennsylvania ~~ DFPRRTMFNT OF REVENUE INHERiTFNCE TA% RETURN RESIDENr DECEDENT SCHEDULE ] BENEFICIARIES ESTATE OF: FILE NUMBER: Schwartz, Jeanne NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RE 0 NotSLlst Tructae(s)NT AM00 ESTATE ARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Nancy Nixon Domestic Partner 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 1B OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON L[NE 13 OF REV-1500 COVER SHEET. I j 0.00 If more space is needed, use additional sheets of paper of the same size. .~ LAST WILL AND TESTAMENT of JEANNE LOUISE SCHWARTZ I, JEANNE LOUISE SCHWARTZ, a resident of the State of Oregon, being of sound and disposing mind and memory and not acting under duress or undue influence of any person or persons whatever, do hereby make, constitute and declare this to be my Last Will and Testament, revoking all wills and codicils previously made by me. I. I declare that I am married to DONALD HERMAN SCHWARTZ, and that I have been married since 1962, and that we were married in Mechanicsburg, Pennsylvania, and that I am now in the process of a divorce. It is my intention that DONALD HE_T2MADI SCHR'ARTZ is ii0~ named as a beneficiary of this my Will, and is not intended to take, under the terms of this Will, any bequest, devise, or interest whatsoever. II. I declare that I have two living children, namely: JUDY MARIE SCHWARTZ, born March 31, 1964, residing at Camp __ Hill, Pennsylvania, and KATHY LYNN SCHWARTZ, born September 4, 1968, currently residing with me at Portland, Oregon; whose father is DONALD HERMAN SCHWARTZ, residing at Camp Hill, Pennsyl- vania. I declare that I have no deceased children. No provision in this Will is intended to disinherit any after-born or after-adopted children. Any after-born or after- adopted children are intended to share equally with my named beneficiaries. The term "children" as hereinafter used shall refer to all of the above-named children and to any other child born to or. adopted by me. I make no gift, bequest or devise to any of said children, except as hereinafter stated. III. I hereby give, devise and bequeath my grandfather clock to my daughter, JUDY MARIE SCHWARTZ. IV. I hereby give, devise and bequeath my Pennsylvania House Dining Room Suite, including the table, six chairs, bench, two leaves and corner cupboard to my daughter, KATHY LYNN SCHWARTZ. V. I hereby give, devise and bequeath the large gold and wood- framed picture of Jesus in the Garden to my daughter, KATHY LYNN Page 2 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWARTZ SCHWARTZ. VI. Any specific devise set forth above which is not in existence at the time of my death shall lapse. If any above- named beneficiary of a specific bequest shall predecease me, the gift shall lapse. VII. The rest and residue of all of my property, whether real, personal or mixed, and wherever situated, which I may own or be entitled to at the time of my death, or in which I may have any interest whatsoever, vested or unvested, matured or not matured, I give, devise and bequeath to my closest friend and dearest companion, NANCY JANE NIXON, of Portland, Oregon. VIII. In the event that NANCY JANE NIXON does not survive rue by thirty (30) days, I then give, devise and bequeath the rest and residue of all my property, whether real or personal or mixed, and wherever situated and in which I have any interest whatsoever, to my daughters, JUDY MARIE SCHWARTZ and KATHY LYNN SCHWARTZ in equal shares, by representation. If KATHY LYNN SCHWARTZ or JUDY MARIE SCHWARTZ is not thirty- one years (31) of age, then whichever child is not yet thirty-one (31) years of age, or both, if neither child has attained thirty-one (31) years of age, shall receive her share in trust. I name my brother, JAMES E. LEHMER, of Mechanicsburg, Pennsylvania, as Trustee for such trusts. If he is unable or unwilling to serve, I then name my good friend, KATHRYN K. DISNEY, of Scottsville, New York, as Trustee for such trusts. If she is unable or unwilling to serve, I then name KATHARINE ENGLISH, of ENGLISH & METCALF, ATTORNEYS AT LAW, of Portland, Oregon, as Trustee. The trustee shall take just compensation. Such Trustee is empowered to use and invest the corpus of each trust according to his/her own discretion for the benefit, welfare and best interests of the beneficiaries, but in no event is the Trustee to invest more than fifty percent (508) of said corpus in speculative investments, and no less than fifty percent (508) of said corpus in insured investments, nor is said Trustee to invest more than fifty percent (508) of the corpus in invest- ments which are not readily liguidatable in the event of an emergency, including, but not limited to, the acquisition of real estate. Said Trustee is empowered to invade the ccr^~~~ of ;'-- ~r"`~ uac trii8t at her/his discretion in the case of emergency needs of the beneficiary. Fifty percent (508) of the corpus of said trust is to be distributed to each daughter upon her individual attainment of the age of twenty-one (21). The remaining fifty percent (508) Page 4 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWARTZ of the trust is to be distributed to each daughter upon her individual attainment of the age of thirty-one (31). The interest from said investments is to be reinvested and is not to be distributed except with the principal, In the event of a major emergency which requires funds in excess of each daughter's individual trust, the Court is hereby authorized to appoint an attorney for the other child at the expense of the trust of the other child, and the Court is hereby authorized to determine whether one trust of one child ought to reasonably be invaded to supplement the trust of the other child in the event of such a major emergency. IX. I hereby name and appoint NANCY JANE NIXON as the guardian of my minor child, KATHY LYNN SCHWARTZ. My minor child, KATHY LYNN SCHWARTZ, is with me at the present time in Portland, Oregon. I hereby state that I do not believe that KATHY's father, DONALD HERMAN SCHWARTZ, will serve her well as a parent for her remaining adolescent years. He has consistently proved emotionally and psychologically inadequate for the purpose of fulfilling KATHY's social, emotional, and psychological needs as a growing, adolescent teenage girl. Although he cares for her, and is able to meet her physical needs, he has been incapable of identifying and adequately Page 5 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWARTZ __ _ providing for her needs as a young woman, I would direct this Court to appoint NANCY NIXON as the parental figure most likely to provide for KATHY the rich, fulfilling, and healthy environment in which KATHY can grow as an adolescent young woman, NANCY NIXON is my closest and dearest companion, and we have lived together as friends, room- mates and business partners. We have engaged in many co-parenting activities, and consider ourselves co-parents to KATHY, NANCY NIXON has parented for many years, and has had considerable experience in both the administration of daycare centers, and in the actual daycare responsibilities. Her experience with. children as a parent and teacher has been extensive and rich, She has a close and fond relationship with KATHY, and provides the female role model as well as the counselor and parent model, which KATHY needs at this period in her life, Furthermore, KATHY's best friend is a young woman named NICO, who lives here in Oregon, who is a substitute sister for her, and who is in a daughter relationship with NANCY NIXON. It is my sincerest wish that this family relationship continue for KATHY's benefit and growth. X. In the event that NANCY NIXON is unable or unwilling to serve as guardian of my minor child, KATHY, I hereby name my brother, JAMES E. LEHMER, as her guardian. My brother has an excellent history of working with children, is a caring and Page 6 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWAUm~ understanding uncle, and has an excellent relationship with KATHY. I believe that he would be a more appropriate, insight- ful, and directional parent for KATHY than her own father. XI. I nominate and appoint NANCY JANE NIXON, of Portland, Oregon, to serve as. Executrix of this my Will, and to serve without bond. In the event that my divorce from DONALD SCHWARTZ is not yet final, I hereby nominate and appoint DEBORAH R. GABER, Attorney at Law, of Harrisburg, Pennsylvania, as Co-Executrix with NANCY NIXON, of this my Will, and to serve without bond. In the event that my divorce is final, but I still have assets in Pennsylvania, I hereby nominate and appoint my brother, JAMES E. LEHMER, to serve as Co-Executor with NANCY NIXON of this my will, and to serve without bond. In the event that NANCY NIXON is unable or unwilling to serve as Executrix, I nominate and of ENGLISH & METCALF, ATTORNEYS AT to serve as Co-Executrix with DEBOR my divorce is not yet final; or to JAMES LEHMER, in the event that my still have assets in Pennsylvania, appoint KATHARINE ENGLISH, LAW, of Portland, Oregon, ~H GABER, in the event that serve as Co-Executrix with divorce is final, but I and to serve without bond. In the event that my divorce is final, and that I have no assets in Pennsylvania, and that NANCY NIXON is unable or unwilling to serve as the Executrix of my estate, I hereby Page 7 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWARTZ nominate and appoint KATHARINE ENGLISH, Attorney at Law, of Portland, Oregon, as the Executrix of this my Will, and to serve without bond. My Executrix shall have all of the power and authority granted a personal representative under presently existing Oregon statutes and such additional powers and authorities as may be granted under Oregon statutes existing at the time of my death. I authorize my executor to pay such debts, funeral expenses, administration expenses, and taxes, which may be chargeable against my estate from my estate prior to any dis- tribution. In addition, my Executrix is authorized to make any election permitted by any tax law and no adjustment of any kind shall be made between or among beneficiaries because of the exercise of any of the powers under this Article. My Executrix shall be entitled to take reasonable and just compensation for her time and expenses in the execution of my Will. XII. I direct that my Executrix shall provide for my funeral at her discretion and according to my wishes. XIII. I hereby order and direct that all my just debts, for which proper claims are filed against my estate, including the administration expenses, taxes and the expenses of my funeral and last illness be paid by my Executrix, herein above named in this document, as soon after my death as practical; provided, however, that this directive shall not authorize any creditor to require payment of any debt or other obligation prior to its normal maturity in due course. XIV. I direct that my estate be settled without the interven- tion of any court, except to the extent required by law, and that my Executrix shall settle my estate in such manner as shall seem best and most convenient to her, and I empower the same to mortgage, lease, sell, exchange and convey the real and personal property of my estate, without an order of court for that purpose, and without notice, approval or confirmation, and in all other respects to administer and settle my estate without the intervention of any court. XV. I declare that I have intentionally omitted from this my Will my living relatives: 1. My mother, HELEN F. LEHMER, of Mechanicsburg, Pen- nsylvania; 2. My father, MARK J. LEHMER, of Mechanicsburg, Pennsyl- vania; Page 9 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWARTZ 3. My brother, LARRY LEHMER, whereabouts unknown; 4. and my father-in-law and mother-in-law, MILLIS F. SCHWARTZ and MARGARET R. SCHWARTZ,. of Mechanicsburg, Pennsylvania, since they are already well and adequately provided for. XVI. If a court of competent jurisdiction rules invalid or unenforceable any of the provisions of this Will, each such provision shall be disregarded, but the remainder of this instrument shall be given full force and effect. All questions pertaining to the interpretation, construction and administration of this instrument shall be determined in accordance with the laws of the State of Oregon. IN WITNESS WHEREOF, I, JEANNE LOUISE SCHWARTZ, have signed and do declar e this to be my Last Will and this Testa m ent day / of ~cs.,,K~ 3 / , 198, at ) ~ l ~~ ~ l~ d Oregon. D \^/ f eanne Louise Schwartz The instrument on the foregoing nine (9) pages was declared by JEANNE LOUISE SCHWARTZ to be her LAST ILL AND TES~:MENT and was signed by her in my presence on the ~!s{ day of ,~!2urn~yyY , 1981 at Portland, Oregon, and was signed by me as witness at her request, in her presence, and in the presence of the other witness hereto. To the best of my knowledge and belief, JEANNE LOUISE SCHWARTZ was, at that time, over the age of eighteen (18) years and of sound mind, and not under any duress or undue influence. CB~ua~ ~U.y~l(, residing at 3~~E~sP ba? 97 x~v ~ residing at O Page 10 - LAST WILL AND TESTAMENT OF JEANNE LOUISE SCHWARTZ 1 IN THE CIRCUIT COURT OF THE STATE OF OREGON 2 FOR THE COUNTY OF MULTNOMAH 3 Probate Department 4 In the Matter of the Estate 5 of 6 JEANNE LOUISE SCHWARTZ, 7 Deceased No. AFFIDAVIT OF ATTESTING WITNESSES TO WILL 8 STATE OF OREGON ) ss. 9 County of Multnomah) 10 We, the undersigned, being sworn, each of myself say: 11 On the date of the attached Last Will and Testament of 12 JEANNE LOUISE SCHWARTZ, in our presence, said JEANNE LOUISE 13 SCHWARTZ signed the same and declared it to be her Last Will and 14 Testament, whereupon, at her request and in her presence, we 15 attested said Will by signing our names thereto. 16 To the best of my knowledge and belief, the Testatrix was, 19 at that time, over the age of eighteen years and of sound mind. 18 19 20 ~ v 21 22 ~ 19sL. ~~vyirao~ for Oregon My commission expires: ~_~, 8S IT OF WITNESSES TO WILL SUBSCRIBED AND SWORN TO before me this 3f day of