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HomeMy WebLinkAbout08-20-14 (2) t J REV-1500 1505610143 Ex(d2."' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code year File Number Bureau of Individual Taxes °EI cAn i° PO BOx.280601 INHERITANCE TAX RETURN 21 13 1339 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 11 27 2013 08 12 1931 Decedent's Last Name Suffix Decedent's First Name MI ZECHMAN BETTY J (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t u 1, Original Return 2. Supplemental Return 3. Reemaiinder R3ettu2r'( Date of Death Prior to 4, Limited Estate 4a,Future Interest Compromise Ll 5. Federal Estate Tax Return Required (date of death after 1812-82) S Decedent Died Testate 7. DAttpcherli Main regdt a tiVir+g Trust O B. Total Number of Safe Deposit Boxes (Attach Copy or Will ( l:pY O! ) 9. Litigation Proceeds Received 1DL 96NVeen12el% aoit1DatAe orDeath 1 I.Election to tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number KATIE J MAXWELL (717) 243 3341 !.,I REGISTER{QF WILLS US;'�ONLY -in First Line of Address rn�q .r. 10 EAST HIGH STREET —i O _ CI . Second Line of Address C.'3 C,,n� OC ri DATELED Co - City or Past Office State 21P Code CARLISLE PA 17013 Correspondent's e-mail address: kmaxwelirrDmartsanlaw com Under penalties of perjury,i declare that I have examined this return,Including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on at[information ofwhich preparer has any knowledge. SIGNA 8, RSO ESP SIBLE PR FILING RETURN DATE j y Dirk L 2echman ADDRESS 520 Longs Gao Road Carlisle PA 17013 SIGNATURE OF PREPAREJ17011FER THAN REPRESENTATIVE DA E Katie J.Maxwell & ! RESS Jr 10 Ea gh Street, Carlisle, PA 17013 1505610143 Side 1 1505610143 fib' 1505610243 REV-1500 EX Decedent's Social Security Number Decedents NamC Zechman, Betty J. RECAPITULATION 1. Real Estate(Schedule A)................. ...._........................... 1. 149, 671 . 00 ..................................... 2. Stocks and Bonds(Schedule B)............................_............................................... 2. 1 Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 41,096. 64 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Probate Property (Schedule G) It Separate Billing Requested............ 7. 8, Total Gross Assets(total Lines 1 through 7)....................................................... 8. 190 ,767 . 64 9. Funeral Expenses and Administrative Costs(Schedule H).,....... .......................... 9. 26,114 . 88 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 6, 774. 63 11. Total Deductions(total Lines 9 and 10),........... ....... ........ ................. ................ 11. 32 ,889. 51 12, Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 157 , 878. 13 13. Charitable and Governmental SequeststSec 9113 Trusts for which an election to tax has not been made(Schedule J).........................................-.... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 157 , 878 . 13 TAX COMPUTATION•SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 15 0 . 00 (a)(1.2)X.00 16. Amount of Line 14 taxable 157 ,878 . 13 16. 7 ,104 .52 at lineal rate X .045 17. Amount of Line 14 taxable 0 . 00 17 0. 00 at sibling rate X .12 18. Amount of Line 14 taxable 0 . 00 16 0 . 00 at collateral rate X.15 19. TAX DUE........... ...... ... .............. ......... ...... ................_............................. 19. 7 , 104 . 52 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-13-1338 Decedent's Complete Address: DECEDENTS NAME Zechman, Betty J. STREET ADDRESS 101 Walton Avenue CITY -' STATE ZIP i- Carlisle PA 17013 Tax Payments and Credits: 1, Tax Due(Page 2,Line 19) (1) i 7,104.52 2. Credits/Payments A. Prior Payments 5,500.00 B. Discount 289.47 Total Credits(A +B) (2) 5,789.47 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) _ Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 1,315.05 Make Check Payable 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;...... . ..................................... .. .............. b. retain the right to designate who shall use the property transferred or its income;... ........ c. retain a reversionary interest;or..........................................-.................................................. ................. x d. receive the promise for life of either payments,benefits or care?.............___......__......-..................... x 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" or payable upon death bank account or security at his or her death?....... ❑ x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ contains a beneficiary designation?,..............__.........................................._................................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE FT 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 172 P.S.§9116(a)(1.1)(ill. 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 percent 172 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 to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent 172 P.S.§9116(a)(1,2)). • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 172 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 172 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,whether by blood or adoption. Rev-1502 Ext(07.10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Zechman Betty J. 21-13-1339 AO real pro perty owned solely or as a tenant in common must be reported at fair market valve.Fair markot value is defined as fie price at wNch property w-ouid be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that Is jomlly-owned with right of survivorship must be disclosed on schedule F. Attach acopy of the settlement shoot if the property has been sold Include acopy of the deed showing decedents interest Gowned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Residence-Real estate located on Walnut Avenue,North Middleton Township,Cumberland 149,671.00 County,PA,known as Tax Parcel No.29-17-1585-049 and being described in Deed dated 7/23/1968 and being recorded on 818M968 in Cumberland County Deed Book"W',Vol. 22, Page 758,and being conveyed to Donald L.Zechman and Betty J.Zechman, his wife. Donald L.Zechman died 1011312013, leaving title solely vested in Betty J.Zechman, Deceden herein. Value is assessed value of$154,300.00 x common level ratio of 0.97. TOTAL(Also enter on Line 1,Recapitulation) 149,671.00 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc- Form PA460e Schedule A(Rev.01-10) ROV-150$"-(11.10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RE TURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE Of FILE NUMBER Zechman Betty I 21-13-1339 ecdode me proceeds of legation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1998 Cadillac sedan-Proceeds from sale of car 2.000.00 2 Cash deposit-Proceeds from sale of dishwasher 40.00 3 Cash deposit-Proceeds from sale of electric lift chair 250.00 4 M&T Bank Checking Account#521736-Date of death value 1,905.29 5 M&T Bank Checking Account#523318830-Date of death value 3,034.55 6 M&T Bank Savings Account#15004198134866-Date of death value 32,452.61 Accrued interest on Item 6 through date of death 1.27 7 Century Link-Phone,refund 4.87 8 Comeast-Refund 266.88 9 Comverge-Refund 10.00 10 Daniel Zechman-Reimbursement of money he borrowed from decedent 200.00 11 Hershey Kidney Specialists,Inc.-Check#313 returned uncashed,as charges had been paid 54.13 by insurance 12 United States Treasury-2013 Federal Income Tax refund 844.00 13 Verizon-Refund 27.62 14 Verizon Wireless-Refund 15.42 TOTAL(Also enter on Line 5,Recapitulation) 41,096.64 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA4600 Schedule E(Rev. 11-10) REV-1611 EX.(1049) Pennsylvania SCHEDULE H DEPARTMENT OFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DEC D NTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Zechman Betty J. 21-13-1339 Decedent's debts must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s)attached 5,621.99 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Dirk L.Zechman Street Address 520 Longs Gap Road city Carlisle state PA zip 17013 Year(s)Commission Paid 8,630.71 2. Attorney's Fees Martson Law Offices 9,380.71 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 34150 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 2,137.97 See continuation schedule(s) attached TOTAL(Also enter on line 9,Recapitulation) 26,114.88 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Zechman,Betty J. 21-13-1339 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Ewing Brothers-Funeral expenses 4,403.02 2 Ewing Brothers-Death certificates 60.00 3 Ewing Brothers-Vault 300.00 4 FTD-Royees Flowers-Funeral flowers 158.97 5 Pastor Paul Dunbar-Ministerial services 100.00 6 The Barn(church)-Memorial luncheon 300.00 7 The Twin Churches-Grave digging services 300.00 H-A 5,621.99 Other Administrative Costs 8 Advanced Disposal-Trash,pending disposition of real estate 41.97 9 Advanced Disposal-Trash, pending disposition of real estate 41.97 10 AFI-Homeowner's insurance,pending disposition of real estate 714.00 11 Legal Advertising-Cumberland Law Journal 75.00 12 Legal Advertising-The Sentinel 201.16 13 Melanie Strickland,Tax Collector-Real estate taxes 458.47 14 North Middleton Authority-Sewer and water, pending disposition of real estate 83.07 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Zechman,Betty J. 21-13-1339 ITEM NUMBER DESCRIPTION AMOUNT 15 North Middleton Authority-Sewer and water,pending disposition of real estate 83.07 16 North Middleton Authority-Sewer and water(plus late fee service charge),pending 122.27 disposition of real estate 17 North Middleton Authority-Sewer and water, pending disposition of real estate 87.23 18 PPL-Electricity bill,pending disposition of real estate 40.99 19 PPL-Electricity bill, pending disposition of real estate 33.87 20 PPL-Electricity bill,pending disposition of real estate '55.95 21 PPL-Electricity bill,pending disposition of real estate 26.23 22 PPL-Electricity bill, pending disposition of real estate 42.72 23 Register of Wills-Short certificates(qty=2) 10.00 24 Register of Wills-Short certificate(qty=1) 5.00 25 Register of Wills-Short certificate(qty=1) 5.00 26 Register of Wills-Short certificates(qty=2) 10.00 H-B7 2,137.97 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX-(12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF MORTGAGE LIABILITIES AND LIENS RETURN INHERITANCE TAX AX RET URRN N RESIDENT DECEDENT ESTATE OF FILE NUMBER Zechman Betty J 21-13-1339 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Bon-ton (Comenitycard)-Credit card bill,account payable 124.70 2 Century Link-Phone, account payable 91.94 3 Chase Card Service-Credit card bill,account payable 347.86 4 Chris Zechman-Payment for personal care services rendered for Betty and Donald 700.00 Zechman 5 Chris Zechman-Payment for personal care services rendered for Betty and Donald 1,000.00 Zechman 6 Dirk Zechman -Reimbursement for costs advanced for decedent's PPL electricity bills 325.00 7 Dirk Zechman-Reimbursement for rent that Betty and Donald Zechman owed Dirk 1,950.00 8 Dirk Zechman -Reimbursement for costs advanced for Betty and Donald Zechman's rent and 825.00 electricity bills 9 Dr.A.J.Grieneisen-Eye care, account payable 25.00 10 Ewing Brothers -Vault,account payable for Donald Zechman 300.00 11 FTD-Royer's Flowers-Funeral flowers,account payable for Donald Zechman 325.00 12 Harrisburg Pharmacy-Pharmacy bill,account payable 6.00 13 Hershey Kidney Specialists, Inc. -Medical bill, account payable 54.13 14 Pastor Paul Dunbar-Ministerial services,account payable for Donald Zechman 100.00 15 The Barn (church) -Memorial luncheon,account payable for Donald Zechman 300.00 16 The Twin Churches-Grave digging services,account payable for Donald Zechman 300.00 TOTAL(Also enter on Line 10, Recapitulation) 6,774.63 (if more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-1513 EX-(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Zechman, Betty J. 21-13-1339 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENeT s (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] James A.Brown Son One sixth of 26,313.02 866 Reber Road residue Mifflinburg, PA 17844 Kathy L. Keiser Stepchild One sixth of 26,313.02 26 Bur[ Lane residue Champlain, NY 12919 Barbara M.Sheriff Daughter One third of 52,626.04 90 Hickorytown Road residue Carlisle, PA 17015 Dirk L.Zechman Son One third of 52,626.04 520 Longs Gap Road residue Carlisle, PA 17013 Total 157,878.12 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropr iate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) i LAST WILL AND TESTAMENT OF BETTY JANE ZECHMAN I, BETTY JANE ZECHMAN, Social Security Number 192-28-8024 , of the State of Pennsylvania, declare. that, this is. my LAST WILL AND TESTAMENT and I revoke all other wills and codicils previously made by me . FIRST: I appoint my Husband, .DONALD LUTHER ZECHMAN, as my Personal Representative concerning this Will . If my Spouse is unable or fails to serve, I then appoint my son, DIRK L. ZECHMAN of Pennsylvania to serve as my Personal Representative . If my son, DIRK L. ZECHMAN of Pennsylvania is unable or fails to serve, I then appoint my daughter, BARBARA M. SHERIFF of Pennsylvania to serve as my I Personal Representative.. i a . I request .that ,my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal ' Representative act in unsupervised, administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representative is unable, or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as m P y Personal Representative shall designate, in writing. b. I direct my Personal Representative to pay the expenses of my last illness, the expenses. of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave) , and written charitable pledges which I have made . I grant my Personal Representative the power to extend or renew any debt for such time as my Personal Representative shall deem appropriate . C . All estate, inheritance, succession and other death takes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were, administration expenses . My I, Personal Representative may pay such taxes at any time deemed advisable, whether or not then due and payable . d. My Personal Representative is requested to settle my estate as soon after my death as may be practicable, and to pay or deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters . i // PAGE 1 �� � ?pp',bt-w+� OF 5 PAGES b. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representative, in that person' s sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares . Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. FOURTH: Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not . Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake . FIFTH: Any beneficiary who fails to survive until one hundred twenty (120) hours after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. SIXTH: Definitions : a. The term "children" as used in this Will includes adopted and afterborn persons . The term "children" as used in this Will shall also include step-children, the natural born or adopted children of a person' s spouse who are not the natural born or adopted children of the person. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will . b. The term "descendants" as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. C . The term "Personal Representative" as used in this Will means Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. d. The term "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. �V PAGE 3 OF 7° C/ 5 PAGES ��LL SEVENTH: In addition to any powers granted by the laws of the state in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. EIGHTH: If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative . My Personal Representative may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative . IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, on February 4, 1997, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of 5 typewritten pages, each page bearing my handwritten signature . This document was prepared under the authority of 10 U.S . C. section 1044 , and implementing military regulations and instructions, by John T. Rothwell , who is licensed to practice law in the State of Arkansas . /��i n n h '. J�} w� (1,41l eeje Yk-H�`� (SEAL) BETTY JVW ZECH � PAGE 4 OF 5 PAGES The foregoing instrument was, at Carlisle Barracks, Pennsylvania, on February 4, 1997, signed, sealed, published and declared by BETTY JANE ZECHMAN, the testatrix, to be her LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so verily believe that the said testatrix is of sound and disposing mind and memory at the date hereof . a Soc .Sec .No. Soc .Sec .No. Soc .Sec .No. OF CRP.LSIc OF OF 170 /3 a bzrfV CAQOZr r-PA -;,A3 o n �(� PAGE 5 I� OF 5 PAGES COMMONWEALTH OF PENNSYLVANIA CUMBERLAND COUNTY ACKNOWLEDGMENT I, BETTY JANE ZECHMAN, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will ; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. y i� 41 �"A: /! (SEAL) BETTY J ZEC AFFIDAVIT We, ESfEK 90OF-6c and T; cNr W k:� the witnesses, sign our names to this instrument, being d ly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and �under no constraint or undue influence . Witness Witness Wi I ness Subscribed, sworn to and acknowledged before me by BETTY JANE ZECHMAN, the testatrix, and subscribed and sworn to before me by CQtE_4 &6-D46 S'NIC" , and the witnesses, on February 4 , 1997 . NOTARY PUBL IC My Commission Expires : Notanal seal Rosa A Rodr.�ggu..z.Notary Public Carlisle Boro,Cumbedand County My Commission Expires Nov.8,1%7 (:!;;mbar,Penrsylvania Assoaaaon of\a"-?as •t_ rp, .$ ', � Ctr.� '+e_ �• 1 •+I t; '�AL7:�LT� AMPukCz . ( % 1I ALTON AVENUA l - �107W 'EL+'t Y. 1' -, \ .,1J•� � S ,YlT IF � Jr�� ! I .111• a ni 7 . fa E7► j _l` ; �} .t !.�* :Y �id • .' r R tl k` 1SPRING F • \4 M 7 � ` S is y, . • �, / • 1!• 1 `` I �r ,I' .. 101 GUSTAPLA } :•' JOSWAL70NAVENUE ;J, '1 , ` ' ir I ` _ J TT�,. - 70 •' I _ i • "A a. J•' I F11 VJ1L e. 1[ *'i' lk �'• � -•,p.- i1 ae It •1•✓ Y i 11 1-j 1•^ 'tJ� •��4 - 1, 1 �i. ® •�G Jt �T! ' . k■, *yMYt `Y • •+ 101 WALTON AVENIJE ►•-�_ - 1621,SPRING 4* 1 1 ALT vEUUE � Y. _ � PIN:29-17-1585-049 �•::Ia Oeedbook:0022W-00758 Owner.ZECHMAN,DONALD L& �•Y. a BETTY Yt � Land Use Code: 101 r( ProPetty Type:R • f Aaeage:0.22 - t• • _ Square Feet: 1120 Taxable Status:T Clean&Gr een Status: I 1MItiJ f �� • land Assessed Value 26500 © Building Assessed Value$: 127800 - " 7p' _ Total Assessed Value$: ISM1300 '-v � .w.. • r ,rte s° 1? . �J�..— �' SalePnce$: r i Ij esr���-� t Y-rl 7 �. !� •< Site Date: - 1 1• •- -• ••• 11 •1 • 1 • -• 11 •- 11 1 IL N::. 911, IJ_t_.tl.. :_ !I I IL lk lUL I 141,M :tkln xsaz—w+n r,n.d n.a lf�,u of na 1 6 f MADE THE day of fi�d•^ Ym* of our Lard se,faouamd stse aundred sixty eight (1966), i EETWEEN MARVIN LEE HARDIN and CAROL D. HARDIN, his wife, of Fort Sam Houston, Texas, hereinafter called i i Grantors, and DONALD L. 2ECHMAN and BETTY J. 2ECHMAN, his wife, of Cavalry Road, Carlisle, Pennsylvania, hereinafter rallei i 1 i Grantua: !? WITNESSETS,that in oaruideMUM of Fifteen Thousand Nine Hundred and 00/100 ($15,900,00) Dollars, to hand paid,the receipt mhereoj G hereby aeAoWWkdyad,the said gmntora do kerabY amnt ' and ennvey to the eotd pranteas, their heirs and assigns, an tenants by the entireties: ALL that certain tract of land situate in North Middleton Town- tl . ship, Cumberland County, Pennsylvania, bounded and described in accor- dance with Walton Avenue Plan of Lots as recorded in the office of the Recorder of Deeds for Cumberland County in Plan Book 11, Page 34, as follows: M v BEGINNING at a point on the Northern line of Augusta Place at the j Southwestern corner of Lot No. 25; thence along the Northam line of I , Augusta Place, South 84 degrees 9 minutes West, a distance of 72 feet I to a point in the Eastern line of Walton Avenue; thence along the Eastern ? i line of Walton Avenue in a Northerly direction, a distance of 14.79 feet to a point; thence still along the Eastern line of Walton Avenue in a Northerly direction by a curve to the right, a distance of 118 feet to a point; thence through Let No. 23, North 87 degrees East, a distance of 74 feet to a point; thence South 4 degrees 37 minutes East, a distatme of 128,8 feet to a point on the Northern line of Augusts Place, the Place of BEGINNING. BEING the major portion of Lot No. 24 and a part of Lot No, 23 as shown on said Walton Avenue Plan of Lots, and having thereon arected an i aluminum siding covered ranch-type dwelling house with basemant garage. BEING the same property which was conveyed to Marvin Lee Hardin and r Carol D. Hardin, his wife, by Robert M. Frey and Elva Fay Frey, his wife, f by Deed dated April 7,'1964 and recorded in the office of the Retarder of Deeds for Cumberland County in Deed. Book "D", Vol; 21, Page 1028. SUBJECT, HOWEVER, to the'following building and use restrictions y��l which shall apply to the above-mentioned lot only and shall not be daemad to be tract restrictions, with which the Grantees agree to comply: 1.' This lot shall be used for residential purposes only. 2. No dwelling shall be erected upon this lot which shall cost less than $LG,000.00 based upon costs of material and labor as of December, 1960. i 3. No livestock of any kind, cattle, sheep, hogs, goats or hobees eccLy�/22:ief '758 and no poultry of any kind, shall be kept upon this lot, 4. No breeding or training kennels for dogs shall.be kept or maintained upon this lot, S. No trailer, basement, tent, shack, garage, barn or other building erected on this lot shall at any time be used for ' residential purposes., either temporary or permanently, nor shall any structure of a temporary character be at any time used as a residence. 6. No cesspool shall be permitted on this lot: The disposal•of II sewage shall be accomplished by use of a septic tank, the . location on the Lot and the system of disposal to be in accordance with the requirements of local and state health authorities. No outside privy shall be permitted. 7. No advertising or display sign or signs shall be erected or maintained on this lot, nor shall any offensive trade-be carried on from the residence, or incidental to residential use, nor shall anything be done thereon which may be or become an annoy- ance or nuisance to the neighborhood. s r i is = P e ril BCOKW 22,1cE 759 ` { mid Ge r . .!I, 1..11.11...1'.,III II IIIIJ I I.I..._!...II.. I L.:11__HILL L III 1.!J IYIIIIIL L11111 II.LII.. e AND the odd-grantors Aenby Doormat and agree Mat they wr7t warrant generally the property hereby eommysd. Cd�.4.eQt t..r1.a .�44 N"; Wri;" School Dist.Comb,Co., Pa, comb, Co., Pa. I-� u MN Wr 4.n/..T. y�l M.I&1.%Tnnl«fu T. �I '1 I 1 JJJIIIWWW CIUM Camk C.D10.C•I.ry6 L�— C.mio.Ce.Dist.Cal.Alf. IN WITNESS WHEREOF,edd grontor a As ve hereunto M their hand a and sad a the day and year tint above written, ft.b.iuw d p.liuma Is t1.lemon,st a w*n 1111 e,Hnrd� e.u. .L.L I I I State of Texas BEA xR Cowry of ... .. . .. _ .. On this,the 931.t day of =rcI t y ,Ig 68,befors me, the r uierstpnad o�ieer,yersmwIIy appeared Marvin Lee Hardin and Carol D. Hardin, his wife, . I known to me(w satist s.#srsyprooen)jto be the persons whose names are eabeeribed to the within instrument,.ajle2,atlfnMOly�dgle�tlot they eaeeuted the tame for the purposes therein In WITNESS"PS$ REOF�I�etYUnto set my hand and oguiat seal _I ecoKw22vhc¢ 760 State of 1LL ' tiOUnEY of , , J1I On this,the day of ,10 ,before me, the undersigned officer,personally appeared known tame(or aatiefastarsZYProv¢nT to be the pemn whose name subscribed to the within instrument,and acknowledged that he sweated the same far the Purposes thereix eontairwd In WITNESS WHEREOF, I hereunto set my hand anda9wiai seat. —._�...._..—.._.._._.Title of Opieer. s i da homby certify that}the p�recisP0.4 ereaidewe and complete post oXa address of fhe within named IIraxta is s�4f rt tJUVU•cry rf� u1 tTp,J7Ot3 I S n�at C W 9 N ✓N Z N � . x H fn z 10 COMMON f CIE LTO OF P�ENIISSYLVANIA, j} . Cavatp Qjjc�,yy�✓.L4�zt.�i!fifY.f�_ }a• RECORD ....._ ED on this _.d-.72E LY of / e A.D.I/g�l�,.11 in the Ree"Jae,O'fice of said County,<n ad Back W .v Vat_.2�-4sS..�—,Page—..L+LIL•-+ Given wu(er my hand and thyel of the aid a date above written. '�amrdsr. BOOKWMAGE 76i . y . SCrl�VtL� l .�'T�'t'1 MM&TBank 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-502-4349 Fax (302)934-2955 January 9,2014 Martson Deardorff Williams Otto Gilroy & Faller 10 East High Street Carlisle,PA 17013 Re: Estate of Betty J.Zechman Social Security: Date of Death: November 27, 2013 Dear Sir or Madam: Per your inquiry on January 6,2014,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 Checking Account Account Number 511736 SNEbUI� �l Ownership(Names o,7 Donald L.Zechman Betty J Zechman Carissia L.Zechman(POA) Opening Date 0510111975 Balance on Date of Death $ 1,905.19 Accrued Interest $ .00 Total $1,905.29 2. TypeofAccount Checking Account Account Number 513318830 Q h Eyj U l F } 1 Ownership(Names oJ) Donald L.Zechman Betty J Zechman Carissia L. Zechman(POA) Opening Date 1210411997 Balance on Date of Death $ 3,034.55 Accruedlnterest $ .00 Total $3,034.55 3. Type ofAccount Savings Account Account Number 15004198134866 / �'I"�YYI ID Ownership(Names ofi Donald L.Zechman Betty)Zechman CarissiaL Zechman(POA) Opening Date 1211612002 Balance on Date of Death $ 32,452.61 Accruedlnterest $ 1.27 --------------------------------------------------------------- Total $32,453.88 For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please call the High Street Carlisle at 717-1404536. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian or Uniform Transfers, Representative Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services