HomeMy WebLinkAbout09-11-15 J 150561014�
REV-1500 °"°' '�
PA OepelMlent ot Revenue OFFICIAL USE ONLY
BureauaflMivitlualTaxes CounryCOEe Year FileNumber Z
Po eOx z8o6o1 �NHERITANCE TA7(RETIIRN 2 1 1 5 0 7 0 8
Harrisbum PA 7712&0607 RESIDENT DECEDENT
ENTER DEGEDENT INFORMATON BELOW
Sociel Security Number Dale o(Death Mbmowrr Dete of Bitlh MMDOYYYY
� � 6 1 6 2 0 1 5 1 1 0 4 1 9 2 8
DecetlenPs Last Name Sukz Decedenfs Fint Name MI
S W A R T Z P A Il L I N E M
(If APPIiwWe)Enhr Surviving Spouae's IMormatian Balow
Spouse's Last Name Su�x Spouse's First Name MI
Spouse's Social Sewrily Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1.Onginal ReNm � 2.Supplemental Relum � 3.Remainder RaNm(tlate of tleath
pnorto 124}92)
� d.Limitetl Eshte � !a. Futura Interest Compmmise(tlate of � fl FeEerel Estate Tax Retum Requiretl
tleath aMer 14-02A2)
Q 8.Dacetlent Dietl Testate � 7.Oacetlent Maintairretl a Living Trust _ 8.Total Numbar of Sah OeOasit Boxes
(Attach Copy of Wilq (Attech Copy of Tmsp
� 9.Litgalion Proceetls Recaivetl � f 0.Spousel Poverty Credit(tlate of tlealh � H.Elertion to Wz untler Sec.9113(A)
behnaen 72J7-91 end 14-95) (Atlach Sch.O)
CORRESPONDENT-7XIS SECTION MUST BE COMPLETED.RLL CORRESPONUENCE ANO GONFDENTLLL TR%INf0Ii1MTqN SXOIILO BE UIRECTEO T0:
Name Daytime Telephone Number
D 0 ll G L A S G . M I L L E R 7 1 7 2 4 9 2 3 5 3
REOISTERO�LLSUSEO!{lC �
_' r�l
rl n
r.� �
Firstllnaofatldress � _� ��� ,�
�
I R W I N 8 M c K N I G H T , P . C . - 'J -:�
,.� ,.�
Seco�M line of atltlress � _�
__� �
6 0 W E S T P 0 M F R E T S T R E E T � -�+ . � �''
Clly 0�POSf O}fifC SW�e ZIP COtl2 UATE FILEO .I T
C A R L I S L E P A 1 7 0 1 3 _ s ��"' -�n
CorrespontlenYs email atltlrass:
IlMar penaMas o!pe�ury I tledare iM1at I have auminetl IM1ia t¢lum,ircliqi�g aaempanying sWedules eM YekmeMs,aiq ro iM bag[Mmy knaNetlge antl belief.
itisbue,mrt¢panOmmpkb.0etlerationWpre rerotlrerMenMapersanelrepiesnrteliroisbaeatlanallinkrmaUenMw�c�preparerhaeairyknavneUga.
SIGryRN�¢ PER RE ONS10 LI G REtURN pp�
� �C � y-i���
nooaess
900 GOODYEAR ROAD� GARDNERS PA 17324
SIGNF EOF EPRR TH T+g�gREPRESENTATIVE
ADDF,
�I�AQ"-��ndLln 9//0�/S
6a wEsrYPOMFRET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLV
Sitle 7
L 1505610140 1505610140 J ✓
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
PAULINE M.SWARTZ 21 15 0705
DecedenPs Name Page 2 File Number
Correspondents
Name Daytime Telephane Number
D O U G L A S G . M I L L E R 7 1 7 2 4 9 2 3 5 3
First line oiatldress
I R W I N & M c K N I G H T , P . C .
Semntl line otatltlress
6 0 W E S T P O M F R E T S T R E E T
CttyorPost�ce State ZIPCatle
C A R L I S L E P A 1 7 0 1 3
CortespontlenCs e-mail atltlress�.
Untlar penelties of pe7ury,I tlalam Nat I hava e�miintl t�a reWm,indWing aavmpanying scheduks end slatemen6,an0 ro Ne besl oi my hwwlatlga antl beNef.
it's Aue,mrrecl eM mmplale.DaYa2tion of preparerNAerNan Ihe penonal representative is baveE on all inbimatlon oiwMCA preparer has any hrorktlpe.
SIGNATUpEpFpER50 RES�IB FILINGftETURN � /����
L1! -GE'1 ��
FOORE55 %
422 PINE ROAD MT HOLLY SPRINGS PA 17065
J 1505610240
REV-1500 EX
DecetlenPs Social Security Number
o�ae�r:Hame: PAULINE M • SWARTZ
RECAPITULATION
1. Real Estale(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1 9 3 0 � � , � �
2 Srocks ane Bonds(Schetlule B) . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 2. 1 1 3 8 1 , 8 5
3. Closely Heltl Cmporation, PaMershlp or Sole-Pmprietorship(Sc�edule C) . . . . . 3. •
A. Motlgages antl Noles Receivable(Schetlule�) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. •
5. Cash, Bank Deposits antl Miscellaneous Personal P�operty(Schetlule E).. . . . . . 5. 1 9 � 8 5 . 6 5
6. Jointly Ownetl Property(Schedule F) ❑ Separa�e Billing Reques�etl . . . . . . . 6. •
]. Inter-VlvosTrenslersBMiscellaneousN nProbatePropehy
(Schetlule G) [] Separate Billing Requestetl . . . . . . . Z 8 5 6 6 9 , 4 8
6. Total Gross Asaets(rotal Gnes t �nrougn�) . . . . . . . . . . . . . . . . . B. 3 0 9 1 3 6 , 9 8
9. Funeral Expenses antl Administrative Cosis(Schedule H) . . . . . . . . . . . . . . . . . . 9� 3 1 4 3 2 . 3 8
io. oems ot oe�ae��, Mortqaqe uae��rnes,aoa��e�:(s�neeme p . _ _ . . _ . . . . io. 4 4 6 . 4 0
t t Toe�i oea��no�s po�ai���es e and io� . . . . . . . . _ _ _ _ _ _ _ . . . . . . . . . i i. 3 1 8 7 8 . 7 8
t2. NetValueofEstate(Lineeminus�ineti) . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 2 7 7 2 5 B . 2 0
13. Charitable antl Govemmental Bequests/Sec 9113 Tmsts for whlch
an election ro tax has nat been ma0e(Schedule J) . . . . . . . .. . . . . . . . . . . . . . 13. .
16. Net Value SuGjecl to Tax(Line 12 minus Line 13) . 14. 2 7 7 2 5 8 . 2 0
TA%GALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. AmountofLineMtaxable
at�he spousal tax rate, or
Vansiers underSec.9116
iei(12)X.0_ 0 . 0 0 15_ p . p 0
16. Amount of Line 14 taxable
at�inea�retex.oes 2 7 7 2 5 8 . 2 0 �5. 1 2 4 7 6 . 6 2
11. Amoun�of Line 14 taxable
at sibling rate X.12 0 . 0 0 n. ❑ . ❑ 0
18. Amount of Line�A taxeble
a��oiia��ai�e�ex_�s � . 0 0 ia. 0 . 0 �
i9. Tnuoue . . . _ _ _ _ _ _ _ . . _ . . . . . . . . . _ . . _ �e. 1 2 4 7 6 . 6 2
20. FILL IN THE OVAL IF YOII ARE REqUESTING A REFUND OF AN OVERPAVMENT �
Side 2
L 1505610240 1505610240 J
REV-050o E% Page 3 File Num�er
DecedenPs Complete Address: 2� ts mo5
oeceoeNrsNnMe
PAULWE M. SWARTZ
STREETADDRESS ���
1LONGSDORF WAY
CITY STATE � ZIP�
CARLISLE IPA 17013
Tax Payments and Credits:
�. TaxDue�Page2,Linei9) (1) 12476.62
2. CrealtslPayments
A. Prior Paymen�s
B.Discount 623.83
ToialCredi�s(A.B) (2) 623.83
3. Interest
(3)
4. If Line 2 is greater ihan Line 1 +Line 3,enler Ihe tliflerence.This is�he OVERPAYMENT.
Fill in oval on Page P,Line 10 to request a re(und. (4) 0.00
5. IfLinel +Line3isgrea�erihanLine2,en�er�hedifference.ThisisiheTAXDUE. (5) 11,85279
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Ditltlecedenlmakeatransferantl: Yes No
a. relain�heuseorincomeo(ihepropertytransferred. ......... ............... .__.... ....._._ ❑ ❑X
b. relainlherigh�todesignatewhoshallusethepmpetlytrans�ertedori�sincome', .____._.._............... ❑ ❑X
c. re�ainareversionaryinteres� or ..._.._ _._._. .... . .. ❑ Q
...... _........ .......
d. receivelhepmmiselorlifeofeilherpayments,bene�i�sorcare� .......... .._._.... ......_. ❑ XQ
2. If dea�h ocarred after�ecember 12, 7982,tlitl tlece0en��ransfer propeny wi�hin one yearof tleath
withoutreceivingadequalewnsidera�ion? .. _.. .__.... , ❑ ❑X
_.._ .......__ _.._.. .
3. Diddecedentownan'inWstfor"orpayable-upon-0eathbankaccounlorsecuri�ya�hisorhertlealh? _.___ ❑ ❑X
4. Did decedent own an individual re�iremem accounl,annui�y oro�her non-proba�e propeny,which
containsabeneficiarydesignabon� _.._...._ _..._.. .._..... ............ .._._.. X❑ ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FIIE IT AS PART OF THE RETURN.
For dates of death on or eker July 1, 1994,and before Jan. 1, 1995,the tax rate Imposed on Ne net velue of iransfers to or for the use of Ihe survlving spouse Is
3 percent p2 P.S.§9116(a)(1.1)(i)�.
For dates of death on or after Jan. 1, 1995,�he tax rate imposed on Ihe net value of transfers to or for ihe use o/U�e surviving spouse is 0 percent
[72 P.S. §911fi(a)(1.1)(ii)�.The staNte aoes no�exempt a iransfer to a surviving spouse 6om�ax.and ihe staNtory requirements for tlisclosure of assets antl
fling a tax reNrn are still applirable even if the surviving spouse is the onty benefciary.
For tlates of death on or afler July 1, 2000:
• The tax rate imposed on Ihe net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a naWral parent an
adoptive parent or a stepparent of ihe child is 0 percent[/2 P.S.§9116(a)(12)].
• The tax rate imposed on the net value of Iransfers to or for ihe use o/Ihe decedenPs lineal 6eneficiaries is 4.5 percenL.except as noted in
�z a.s §si is(i z)p2 vs §si�s(a)(�)1.
• The tax rate imppsed on the net value of transters to orfor Ihe use of�he tlecedenfs siblings Is 12 percent[72 P.S.§9116�a)�1.3)�.A slbling is defined, under
Section 9102,as an individual who has at least one parent in common with the decedent,whelher by blood or adoption.
Rev-isaz�e.��z-iz�
pennsylvania SCHEDULE A
�EPPRTMENTOFPEVENOE
inrvewrnucernxaEruw+ REAL ESTATE
aEsmExroECEOENr
ESTATE OF: FILE NUMBER:
PAULINE M. SWARTZ 2i 75 0705
All real pmperty ovmed soldy oras a hnaM in common must he reDorled rihir market value.Fair market value is tlefine0 az Na price at which property
woultl 6e exchanged be�veen a willing buyer antl a willirg seller,neither heing compelletl to huy or sell,hoth having reasonaWe knowledge N�he mlevanl fads.
Real pmpe�ty thet laJolntlyavmed wilh right of survivonhip must he diubsed on Schedub F.
Atlach a copy of ihe setllemenl sheet if Ihe pmperty has 6cen wltl.
ITEM Indudeacopyof(hetleedshowingdecedenYsinterestrfownetlaslenantincnmmon. VALUEATDATE
NIIMBER OF DEATH
DESCRIPTION
1. 1399 SHUMAN DRIVE, CARLISLE, PENNSYLVANIA 193,�00.00
SETTLEMENT SHEETATTACHED
TOTAL(Also enter on Une 1,Recapilulation,) E 193 000.00
Ilrtq2spaceis�etled useatld@onalshealsofpaperoflheume5¢e.
REV-1503 E%�(b12)
pennsylvania SCHEDULE B
OEPPPIMEMOFREVENIIE
iNheniraxcEraYaeruw+ STOCKS & BONDS
flE510ENi0ECE0ENT
ESTATE OF FILE NUMBER
PAULINE M. SWARTZ 21 15 0705
All properry Idntly ownetl wkh rigM pf yurvivorship must be tlisclosetl on Sthetlule F.
ITEM VALUEA7DATE
NUMBER DESCRIPTION OF DENTH
1, CORNERSTONEWEALTHMANAGEMENTACCOUNT#77528405 54.35
BROKERAGEMONEYMARKETACCOUNT
2. CORNERSTONE WEALTH MANAGEMENTACCOUNT#77528405 11,327.50
REALTY INCOME CORP COM
TOTAL(Also en��on Line 2,RecapiNlalion) S 11 381.85
If mnm cmro ic nnvleA in¢er1 addilinnal aFm1a M IFn urw ciic
aev-isoe ex.�a�iz7
pennsylvania SCHEDULE E
oevnArmeHraFaeveN�e CASH� BANK DEPOSITS 8 MISC.
ir�HEairnr�cE rnx aErurerv
REsioErvroECEOENr PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
PAULINE M. SWARTZ 21 15 0705
InduOe the proceetls of litigation and ihe da�e�he pmceeds were received by t�e es�ate.
All propertyjointly owned wi[h right af survivors�ip must be disclosetl on Schetlule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&TBANK-SAVWGSACCOUNT#25004920095690 800.05
2. M&TBANK- CHECKWGACCOUNT#871567 17,437.60
3. PERSONAL PROPERTY-AUCTION RECEIPTS ATTACHED 848.00
TOTAL(Also enteron Line 5,RecaDiWla�ion) 5 19 085.65
If more space is needed,use adtlitional sheets of paper of the same size.
REV-0SID EX�(OB-0B�
pennsylvania SCHEDULE G
oePnarMer�roFaEver�uE INTER•VNOSTRANSFERSAND
�N�Eair,NCErAxREruarv MISC. NON•PROBATEPROPERTY
aEsio=_Nr oECEOErvr
ESTATE OF FILE NUMBER
PAULINE M. SWARTZ 21 15 0705
T�is sc�eaule must�e complele�anJ Oletl i(Ihe answer�o any o(pueslrons 1 mmug�4 on page Nree o�ihe REV-1500 is yes.
�ESCRIPTION OF PROPERTY
ITEM iNc��ocrxEwwcarrncraarvs�EacE.TMEwaEunouswerooECEOEurnrvo �ATEOFpEATM YOF�ECD'S EXCLUSION TA%A6LE
NUMBER .Heonreormnrvsr[A nnncnnmProrirveoEEoroaa�niEsrnh VAWEOfASSET IMEREST VAWE
7. 874 SHARES OF PNC FINANCIAL SERVICES GROUP 85.669.48 100.00 85,669.48
STOCK
874 SHARES @$98.02 = $85,669.48
TO7AL �AIsoenleronLlne7,Recapltulation) 5 85869.48
Ii more space is nee�ed,use addlAonal shee6 oi paperof Ihe same size.
REV�1511 EX�(10-OB)
pennsylvania SCHEDULE H
oEvnRrmcnroFAevEr+ue FUNERALEXPENSESAND
�NHER�rANCE.AxaEruarv ADMINISTRATNE COSTS
aEsioErvT oECEOErvr
ESTATE OF FILE NUMBER
PAULINE M. SWARTZ 21 15 0705
Dece�eirt's debls musl be repaM1eE on Schedule 1.
ITEM �ESCRIPTION AMOUM
NUM9ER
q, FUNERNLEXPENSES�. �p4 Z6
1. FUNERALLUNCHEON 238.50
2. THEWHIMSICALPOPPY-FLOWERS
B. ADMINISTRATIVECOSTS:
�, Personal Represen�ative Commissions:
Name(s)of Personal Represen�Bve(s)
Str�tAtldress
��y s�are ziP
Year(s)Comm6sion Paitl.
p anomeyFees�. IRWIN & McKNIGHT, P.C. 11,350.00
3, FamilyExemp�ion'.QidecetlenPsaOtlressisno�NesameasclaimanYs,altachexplanation)
Claiman�
Stree�AtlEress
Ciy State ZIP
RelaAons�ip o�Claimant�o Deceeen�
4. ProbateFees�. REGISTER OF WILLS 360.50
5 A�untan�Fees'.
6. TaxRewmPreoarerFees�. PATRICIAA. ROSENDALE, CPA 375.00
FINAL FIDUCIARY TAX RETURN
7. CLOSING COSTS FROM SALE OF REAL ESTATE 17,935.00
8. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00
g. THE SENTMEL- ESTATE NOTICE 190.00
10. MICROBAC LABORATORIES, INC. -WATER LAB TEST 22.00
11. HOME DEPOT- U.V. LIGHT PURIFIER SYSTEM 434,�Z
12. REGISTER OF WILLS-ADDITIONAL PROBATE FEE 100.00
13. LARRY SWARTZ, AUCTIONEER- PUBLIC SALE COMMISSION/FUEL 248.00
TOTAL(Also en�eron Line 9,RecapiNlalion) S 31 432.38
I!more space 6 neeAeq use ad0itional s�ee6 0�Daper af Ne same size.
REV.15t4 E%.(t3-0d)
pennsylvania SCHEDULE I
oevnarmeHrora��ue DEBTSOFDECEDENT�
wneRirnNcer�aEruwa MORTGAGE LIABILITIES&LIENS
aEsioEM oECEOENr
ESTATE OF FILE NUMBER
PAULINE M. SWARTZ 21 15 0705
Report de6ta Incurretl by the tlecedml prior ta tleath thri remained unpaid at Me date of dnlM1,including unreim6uned metlkal eipenses.
ITEM VA W E AT�ATE
NUMBER OESCRIPTION OF DEATH
1. MOODYGLOBALMINISTRIES-REIMBURSEMENTOFANNUITVPAYMENT 251.51
2. OMNICARE KINC�OF PRUSSIA-MEDICAL �3�.Z�
3. MET-ED-ELECTRIC 63.68
TOTAL(AlsoenteronLinetO,RecaOiNlalion) S q46.40
If more space is neeEeQ insetl additional s�eets ot lhe same size.
RER1S3 E%�(41�IO)
pennsylvania SCHEDULE J
oEaaa*rnEnror r+evEHue BENEFICIARIES
INHERRANCE in%REIDRN
RESI�ENi DELE�ENi
ESTATE OF: FILE NUMBER:
PAULINE M. SWARTZ 21 15 WOS
RELATIONSHIPTODECEOENT AMOUNTORSHARE
NUMBER NAMEANDAD�RESSOFPERSON(S)RECEIVINGPROPERTV DONotLialTmslee�s) OFESTATE
� TA%ABLEOISTRIBl1TI0NS �1ndutleouln5hlspousaltlisNGutionsantltranslersuntler
Sec.91161a1(12�.�
1. MICHAEL A. HOVIS Lineal 87,086.07
900 GOODYEAR ROAD 1/3 REMAINDER
GARDNERS, PA P324 87,086.07
2. MARTIN F. HOVIS Lineal
422 PINE ROAD 1l3 REMAINDER
MT. HOLLY SPRINGS, PA 17065
3. MARLIN L HOVIS lineal 87,086.06
4037 CLAIR MAR DRNE 1/3 REMAINDER
DOVER, PA 17315 1,000.00
4. JASON M. HOVIS Lineal
412 HEISERS LANE
CARLISLE, PA 17015 1,000.00
5. KRISN L. SHRADER Lineal
1259 MEANS HOLLOW ROAD
SHIPPENSBURG, PA 17257 1,000.00
6. RYAN M. HOVIS Lineal
671 EASY ROAD
CARLISLE, PA 17015 1,000.00
7. LINDSEYM. HOVIS Lineal
9 BAYBERRY DRIVE
CARLISLE, PA 17015
ENTER�OLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 180F REV-1500 COVER SHEET,AS APPROPRIATE.
�L NON-TAXABLEDISTRIBUTIONS:
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 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LME 130F REV-1500 COVER SHEET. S
If more space is needeQ use adtlitional sheets of paper of�he same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
PAULINE M. SWARTZ 21 15 0705
Dacetlenfs Neme Page 1 File Number
Schedule J- Beneficiaries-7
RELATIONSHIPTODECEDENT AMOUNTORSHARE
NUMBER NAMEAN�ADDRESSOFPERpSpON(pS�RECEIVINGPROPERTY �oNMList7ruateNs) OFESTATE
� TAXABLE�ISTRIBUTIONS pntlu5e 97ifi�a)(1:��tlistribNionsantltrarehrsunder
8. WESLEY M. HOVIS Lineal 1,000.00
900 GOODYEAR ROAD
GARDNERS, PA 17324
9. JUSTIN R. HOVIS Lineal 1,000.00
4080MULBERRYLANE
�OVER, PA17315
10. ETHAN M. HOVIS Lineal 1,000.00
412 HEISERS LANE
CARLISLE, PA 17015
it. BR4VDON P. HOVIS Lineal 1,000.00
4080 MULBERRYLANE
DOVER, PA 17315
12. JENAH L. HOVIS Lineal 1,000.00
412 HEISERS LANE
CARLISLE, PA 17015
13. KATELYN E. HOVIS Lineal 1,000.00
412 HEISERS LANE
CARLISLE, PA 17015
14. TALON K. SHRADER Lineal 1,000.00
1259 MEANS HOLLOW ROAD
SHIPPENSBURG, PA 77257
15. LIAM M. HOVIS Lineal 1,000.00
671 EASY ROAD
CARLISLE, PA 17015
16. PERRY N. SWARTZ Lineal 1,000.00
1183 YORK ROAD
MECHANICSBURG, PA 17055
17. PETER M. SWARTZ Lineal 1,000.00
1183 YORK ROAD
MECHANICSBURG, PA 17055
16. SARAH E. SWARTZ Lineal 1,000.00
1183 YORK ROAD
MECHANICSBURG, PA 17055
19. SAVANNAH M. SWARTZ Lineal 1,000.00
1183 YORK ROAD
MECHANICSBURG, PA 17055
LAST WILL AND TESTAMENT
I,PAULINE M.HOVIS SWARTZ,of Cazlisle,Cumberlmd Comty,Pemsylvmie,being
of sound and disposing mind aad memory,do hereby make,publish, and declare this to be my Last
Will end Testament,hereby revoking any attd a11 foimer Wills or Codicils mede by me.
1.
I direct that all my legally enforceeble debts,fimeral expenses�teRementaiy exPenses,and all
inheritence taxes (whether such taxes may be payable by my estate or by a¢y recipient of any
pmperty)shall be paid from my residuary estate as soon es precticable after my decease and as part
ofthe adminishation of my estate,and that none of the aforosaid tmces shsll be pmrated emonB those
pecsons ar entities nemed hereia or otherwise beneSciaries hereunder. My personal representative
shell have no duTy or obligatlon to obtain reimbursement for any such ta�c so paid,even though on
procceds of ins�amce or other property no[passing under this Will.
2.
I give, devise, and bequeath all of my estate, whether real, personel, or mized propecty,
whether tangible or intangible,and wherever siNeted as follows:
A. I�ve and bequeaththe sum of One Tfwusend endnol100 Dollars($I,000.00)
w each of my gsndchildren that survive me,absolute;
B. I give and bequeaththe sum ofOne Thousand and no/]00 Dollazs($1,000.00)
to each of my great grendchildren[Lat survive me,absolute;
C. I give and bequeath the sum of One Thousend end no/100 Dollars($1,000.00)
to each of the four(4)children of my stepsan,MARK H.SWARTZ;and
D. I give,devise,and bequeath the rest,residue,md cemainder of my estate in
equal shares unto my sons, MARLIN L. HOVIS,MICHAEL A HOVIS,end MARTIN F.
HOVIS,per stirpes, which provides that the cktild or children of any deceased beneficiery
shall take the shere their psrent would t�ave taken if living.
3.
I nominate,constitute,and appoint my sons,IvIICHAEL A.HOVIS and MARTIN F.HOVIS,
or the survivo�of the both of them, as Co-Executors of my este[e. In the event thet both of them
have predeceased me, failed to qualify,oi are not able or do not serve for whatever reason,I then
Page 1 of 4 Pages
nominate,constitu[e,and appoint my son, MARLIN L. HOVIS, as the Substitute Execu[or of my
eslate,whereby the said suhtititute personal representative shall have the same powers es are givento
the original Co-Executois hereunder.
4.
I direct thet my personal representative shall not be required to file a bond to secure t6e
faithfiil perFocmance of his or her duties in any jiuisdiction.
5.
I authorize and empower my peisonal rep�esentative,in his sole end absolute discre[ioq to
purchase or othenvise acquire and retain auy investments or eny property of any nawre wtrich I own
at my death;to sell,lease,pledge,mortgage,hansfer,exchange,dispose of or grant options in re�rrd
ro any or all property of any Idnd forming a part of my es[ate foc such terms end such prices as he
may deem advisable; to bo�row money for any purposes connected with the protection and
preservation of my estate;to mortgege or pledge any real or personel pmperiy foiming a part of my
esta[e or to join in or secure[he partirion of seme; to compromise any claims or demends of my
esta[e against others or of others agains[my estate;to meke distribudon in kind and W cause any
share[o be composed of cesh,property or undivided frac6onal shazes in propeRy differert in Fand
from any other share;to employ agents,attomeys end proxies and to delegate to them such power es
my pecsonal representative consideis desi:eble endto pay reasoneblecompensation for such services
as may be iendered by such agents, attomeys and proxies; end to eacecute and deliver such
inshuments as may be necessary to cazry out any of these powers. In addition, I direct that my
personal cepresentative shall have the power to conduct en invertory of any safe deposit box
necessazy to the edminishation of my estate.
6.
If, under any of the provisions of tltis Will, any principal becomes vested in a minor, my
Executor or Execuh�c, as the case may be, including any arlministrator c.t.a., si�all Lave the
discretion either to pay over such principal or any paR thereof to any parent of such minor, any .
guardian of the person or estate of such minor,or any person with whom such minor resides,or ro
retain the same as trustee of a power in trust for the benefi[of such minor during his or her minority.
My of the principal thus re[ained,and any of the income therefirom, including the whole thereof,
may be paid to or apptied for the benefit of such minor from time m time in the discrefion of[he
Page 2 of 4 Pages
trustee of such power. When such minor reeches majority,the funds so hetd shall be paid ova ro
such person,or,if he or she shall sooner die,to his or her legal rep�esenta[ives. In so holding any
principal or income for any minor,the trustee of such power sfia116ave all the rights,powers,duties
and discretions wnferred or imposed upon my 5duciaries acting under this Will. I fiuther direct that
no bond shall be required from eny person receiving a payment hereunder and receipt&om such
persou shsll be a fiill discharge to the trustee of such power who shall not be bound to see to the
application or use of such payment. The trustee of such power shall be entitled to commissions at
the ra[es and in the manner payable to a[estamentary truxtee.
�
[N WITNESS WHEREOF I have hereurto set my hand and seal tlils �� dsY of
1 ,2015.
0 4� �71 ��, � .�,7; ., (SEAL)
Paaline M.Hovie Swulz
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as an�l
for her Las[Will and Testacnent,in the ptesence of us,who et herreques[,have hereunto subscribed
our names as wimesses thereto,in the presence of the said Testetr'uc and of each o[her.
�_ ��� �t ��
t{.5.
Page 3 of 4 Pages p.M.H.S.
COMMONWEALTHOFPENNSYLVANIA .
: SS.
COUNTY OF CUMBERLAND .
I, PA[JLINE M. HOV[S SWARTZ, Testatrix, whose neme is signed m the attac6ed or
foregoing instrument,having been duly qualified according[o law� do hereby acknowledge tkiat I
signed and executed the instrument as my I,ast Will;that I signed it willingly;and that I si�ed it es
my free and valuntary ect for the piuposes therein expiessed.
Pv . }n �F � � -
Pauline M.Hovis Swariz
Sworn or ed to and ac dged before me by PAIJLINE M.HOVIS S WARTZ,the
Testatrix,titis day of � 2015. i
�
xmneisW `-J�� l�y
N""`'���` Not ic
���
CO AN[A •
: SS.
COUNTY OF CUMBERLAND •
We, c1qW�',A and ' ! I� � � )- WJL �T
[he witnesses whose es aze si�e�the attached or foiegoing instrument,being duly qualified
eccording to law,do depose and say that we were present and sewPAULINE M.HOVIS S WARTZ,
the Testatrix,sign and execute ihe inshument as her Last Will;tLatiheTestafix si�ed w�llinglY md
thet[he Testatrirz executed it as her free and voluntazy act for the pmposes therein expressed;tliat
each af us,in the hearing and sigM of the Testatrix,signed the Will es wimesses;and tAat to tlie best
of our Imowledge[he Testatrix was at that time-l8 or more years of agq of sound mind and under no
constraint or undue influence. --an��\ _ // �,K=
�.�.lir'
Ad 60 West PomSet Street
Cazlisle,PA 17 13
�I/tf,i.'� ,�J(�'�
Address 60 West Pomfret St�eet
� Carlisle,PA 17013
��i
� � wom or affirmed to en�d subscribed before me this day of
� Q, (, ' ,20I5.
Not Public
ix
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IIUD-1 ADDENDUM
g1NF,R CHARGES TO EOUAL SELLER ASSLST
L k FEE 7[ p �T
803 Adjusted Ori�uetion Che�gcs E MORgege $435.47
emen4 LLC
804 Apprsisal F« Ridge Maxketiug $475.00
Assoc.
809 RepeidFinal Iaspectiun Fee Ridge Merketing $100.00
Assac.
870 Cred'a ortPes7Lorou Cod Finamaal $45.13
901 D�ly Interest Charge E Mor[gage $8923
M LLC
903 Home Owuei s Ivsurmce Mutnal Bevefit E662.00
Gro
905 VAFuodingFee EMoxtgnge $2,750.25
ema LLC
]OOl Iuitial Fscrow Deposit E Moctgege $25735
emm;LLC
1 t01 Title Se�vices Assined Lmd 51,725.00
Trmsfers.lnc.
1103 Owner'sTiilelvsuiena Assw=dI:end $30.00
Trmsfers Inc.
1201 Govuvment Rewzdive Chega Assurod Lend 8195.00
T.�sfe�e,l�.
1202 T�msferTaces(Par[�e1) AssiuedI.md $295.57
7rmaftis,inc.
TOTAL: S7 000.00
1'f[E ESTATE OF PAULiNE M.SWARTZ
�i
.., i'J�� By: ' � i ��' � '
Dau Micfiae! :-f ovis,Co-Execumr
. c':;a'%.? � BY:�/!� �-��'-CLe!.� .
f
Da[a Msrtin F.Hovis.Co-Execu[ar
f
�n"74>'/5 Y�i /ii ✓it�.Fr: ��.�'
Dah Bill�heat&t. ,. �
C�'In� /.XLG. 7iOL.G--,CL w�G�- ��
Date �
vossn
� M&TBallk
499 Mimhtll RoeQ Millsboro.OE 19966 Recmds Manegement
Phonc 888-502d349
Far (302)916-1955
luly I5,2015
lrwin & McKnight,P.C.
West Pomfret Professional Building RECEIVED
60 West Pomfret Street
cerus�e,rn »ois-szn JUL 2 0 2015
�z��
3AWOFPI�ES
Re: Es[ate of. Pauline M.Hovis-Swartz
Social SecuriTy: 182-22-7610
Date of Death: June 16,2015
Dear Sir or Madam:
Per your inquiry on Juiy 07,2015 please be advised that a[the time of death,[M1e above-named decedent
had on deposi[[his bank the following:
1. 7'ype of Account ��Bs��°i01
AccountNumber 25004920095690
O��p�ym¢s o� Pwline M.Hovis-Swartz
Lisa M.Hovis(POA)
Man'v�F.Hovis(POA)
Marlin L.Hovis(POA)
Nlichael A.Hwis(POA)
�y��6 p� 1J107/1992
Balance on Daze ofDeath S ���
Aa�vedlnterest $ 003
r� a soo.os
2. TypeofAcwwrt Checkingaccowt .
AccumtNumber 871567
Owcership(Nemes o� Paulme M.HovisSwartz
Harold W.Swartz
Lim M.Hovis(POA) �
Martin F.Hovis(POA)
Marlm L.Hovis(POA)
Michael A.Hovis(POA)
pPe��gpy� OS/02/1968
BelenceonDaceofDeath $ 17,437.60
Acc�ued Interest a o.�
rotal $ 17,437.60
;. � TypeofAcwwt Savingsaccount
. AccountNumber 21000000984858
• p,n,��P�ym�o� Peuline M.Hovis-Swar� .
Harold W.Swartz
Lisa M.Hovis(POA)
Martm F.Hovis(POA)
Marlm L.Hovis(POA)
Michael A.Hovis(POA)
��p�e 10/14/1988
Bslance on Da[e of Death $ 56314
Accmed IMe�est $ 0.03
Total $ 56327
For any additional infortnation on the above accoun[s,including ownership end any changes,closures
and/or reimbursemen[of funds,please call Boiling Springs at 717-241-7N0
We were unable to locate any safe deposit box for tlte above-mentioned deceden[.
SNcerely,
Bianca VOga
Records Management .
Holdin s b Investor
II�M SwerK Mr Petnck L Wlllams Combinetl Acmunt Portfolio
1399 Shuman Dr Cornaretarie Wealih Manegement Data: O6I16I2015
Catlisle,PH1]015 fi13 Davanshlre Or Craetetl:p5/24I2015
Carlise,PA 11013
111-385-4]2]
Pauline M Swartz
Acet Name:PAULINE M SWARTZ 1399 SHUMAN DR CARLISLE PA 77015-9247
Ac<t No:77528405 Acct Type:lndividual
_ . ,, , . - n.�tt , <.
,.�:�urt _ s._,..1-�.��rrvr dS��a. ..�.Mw;e:�. '. .�.ssn�eu:w��v.�s}Av.'.;�z's£ '�c�,�.
9R�E��R}A�MONEVMARKEf . 5M135 7.00 5M1.35
REALTVINCOMECORPCOM O 250.00 45.37 H.321.W
AcwunRolal $11,38t85
ImntwTotal f11.381.85
Inmmplete H presentetl wiNoul acwmDanrng tliulosure paqes �8°����
is _ .. _ . �usEl�lo<D �`1-EvlS �GJ�onD �Zec,
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I oC2 9/9Y2015 42R PM
RECEIPT FOR PAYMENT
LISA M. GRAYSON, ESQ. Receipt Date: 6/23/2015
Cumberland County - Register Of Wills Receipt Time: 08 :38 :31
One Courthouse 5quare Receipt No. : 1061737
Carlisle, PA 17613
SWARTZ PAITLINE M
Estate File No. : 2015-00702
Paid By Remarks : IRWIN & MCKNIGHT
DMB
-- Receipt Distribution
Fee/Tax Description Payment Amount Payee Name
PETITION LTAS TEST 260 . 00 CUMBERLAND COUNTY GENERAL FON
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 15 . 00 CUMBfiRLAND COUNTY GENERAL FiIN
INVENTORY 15. 00 CUMBERLAND COIINTY GENERAL FUN
INH TAX RETURN 15. 00 CUMBEALAND COUNTY GENERAL FUN
JCS FEE 35 .50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
__
Check# 1071 $360. 50
Total Received. . . . . . . . . $360 . 50
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CenirelPennsylvania DiWsion Opeations
Hertisbuig,Pocano,Scran�on Involce Number. PA5F02764
4359 Linglestown Roatl InVOIt¢Date:06/24/2015
Harzisbm9,PA 1]112 Cllent COde: P4022
�nE57-9�0o Terms:30 Days
Bill To: Serviees Pmvitletl br:
G 8 R WE378ROOK ING G 8 N WESTBROOK INC
MIKE XOVIS 582 E OLD YORK ROAD
562 E OLD YORK ROAD BOILING SPRINGS,PA 7700]
BOILING SPWNGS,PA 17007
Project: ProjecWO Number Reeaived Uah
WaterTesting 0622Y1015
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ToblAmount 522.00
. PreOaitlAmount $0.00
Balanee Oue spy,00
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INVOICE#:PA5F027W BalaneeDue 5��.00
INVOICE Date:082C/30/5 Tamis:70 Uays
CUSTOMER#:P4022
Remittance To:
Microbac Laboretones, Inc
Atln: LocatorPA
P.O Box fi44733
Pitlsburgh, PA 152fi4-0733
PAP4022PA5F027642406201500002200
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