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HomeMy WebLinkAbout09-29-05 BANGS LAW OFFICE I PHONIf:: 717-730-7310 FAJ{: ! 717-730-7374 429 SOUTH ISTH STREET CAMP HILL, P A 17011 E-mail: mikebangs@verizon.net MICHAEL L. BANGS, Attorney-at-Law WENDY S. CHESBRO, Paralegal WILLIAM E. ILLER, JR. Of Counsel September 28, 2005 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 RE: Estate of Lloyd C. Zembower File No. 21-05-0673 Dear Mrs. Strasbaugh: Enclosed you will find the following documents: ',.'-") 1. The original and one copy of a Pennsylvania inheritance tax return; 2. The original Inventory; and 3. A check in the amount of$30.00 to pay the filing fee. , 0~ ,<) -, Kindly file these documents accordingly and return a paid receipt to me in the enclosed, stamp d, pre- addressed envelope. If you have any questions or require anything further, please contact me directly. Very truly yours, ! I' Ii k/ ~/v l/\__.J Michael L. Bangs wsc Enclosures cc: Mrs. Donna L. Zembower ] { , REV-1500 EX + (6-00) OFFiCIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 * r",:::~~o" ~~. - · ~:~,~ . SOCIAL SECURITY NUM8ER . j - - i DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Zembower, Lloyd C. DATE OF DEATH (MM-DD-YEAR) 201-32-8766 I- Z W Cl W () W Cl I DATE OF BIRTH (MM-DD.YEAR) THIS RETURN MUST BE FILED IN D PLICATE WITH THE 04-09-2005 06-13-1941 REGISTER OF ILLS SOCIAL SECURITY NUMBER : (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I Zembower, Donna L. __----+___________ ....__ m__"___ .'. X 11. Original Return 1 I 2. Supplemental Return I I 4 LI'ml'ted Estate 4a Future Interest Compromise (date of death after i . . . 12-12-82) I X 6. Decedent Died Testate (Attach 1 I 7. Decedent Maintained a Living Trust (Attach copy of Will) copy of Trust) 9. Litigation Proceeds Received [J 1 O. f:f-~~1~1 (date of death between [J 3. Remainder Retum (date of death p orto 12-13-82) 1-] 5. Federal Estate Tax Return Re uired 8. Total Number of Safe Deposit oxes [] 11. Election to tax under Sec. 911 (A) (Attach Sch 0) w .... l<~'" oll:l< w"-o ",00 011:--' ,,-Ill "- <( .... z w C z o "- '" w II: II: o o NAME Michael L. Bangs ------'----.-.- FIRM NAME (If applicable) COMPLETE MAILING ADDRESS I 429 South 18th Street Camp Hill, PA 17011 TELEPHONE NUMBER 717/730-7310 USE),QNL Y . c") I .' ,S ' \ r";'" ; C.'.J c,::; ''1'1 l~C) In 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1 ) None .-------- (2) 6,716.83 (3) None (4) None (5) None .. (6) None --~--'..,._--- (7) None (8) (9) 12,596.62 -~------ ..-- (10) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) I Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) [] Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) z o i= <( ..J => l- ii: <( () W 0:: 6,716.83 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11 ) 2,596.62 12. Net Value of Estate (Line 8 minus Line 11) (12) nsolvent 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) 0.00 (14) 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) or transfers under Sec. 9116(a)(1.2) z 0 .045 (16) i= 16. Amount of Line 14 taxable at lineal rate 0.00 x <( l- => a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :!: 0 () 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) x ~ 19. Tax Due (19) 0.00 0.00 0.00 I I 0.00 I_OoO.ll_ I 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2002 form software only The Lackner Group, Inc. 1 { Decedent's Complete Address: STREET ADDRESS 3611 Beech Run Lane CITY Mechanicsburg STATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.00 0.00 Total Credits (A + 8 + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is theBALANCE DUE (58) 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BL CKS No 1. Did decedent make a transfer and: Yes 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;............................n.. c. retain a reversionary interest; or............................. ............................... no........................... n................ d. receive the promise for life of either payments, benefits or care?........................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........................................................... n............................ n..................... 3. Did decedent own an "in trust for" or payable 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?.............................no............................................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE R TURN. Under penalties of pe~ury, 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 all information of which preparer has any knowledge. ___ ___ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE ~nna L. Zembower 3611 Beech Run Lane , / JY. Mechanicsburg, PA 17050 II d f'~) SIGNATURE OF PERS N ON IBLE FOR FILING RETURN ADDRESS DATE l-.J I I ADDRESS _ ''ki ~:1____ riw 429 South 18th Street Camp Hill, PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for he use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving po use is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes 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 twenty-one 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% [72 P.S. 99116 (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%, except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (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 adop ion. I Rev-1503 EX+ (6-98) *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT i ESTATE OF FILE NUMBER Zembower, Lloyd C. 21-05-0673 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VAL UE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE ( F DEATH 1 74 shares of Renault Stock 90.768 6.716.83 TOTAL (Also enter on Line 2, Recapitulation) I 6.716.83 (If mDre space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedl Ie B (Rev. 6-98) I " i Investor Services Church Street Station POBox 11258 New York, NY 10286-1258 (800) 524-4458 shareowners@bankofny,com www.stockbny.com September 2, 2005 MICHAEL L. BANG 429 SOUTH 18TH STREET CAMP HILL P A 17011 Re: RENAULT Ticket # 4655810-DR16 Co # - 1529 Acct.# - 0000002520 LLOYD C ZEMBOWER Dear Sir/Madam: Thank you for your inquiry regarding the status of the above account. Listed below is the accoun balance as of April 09, 2005: Date Bonus Shares Employee Plan o tion Three 16.0000 58.0000 Total Shares 74.0000 Per Share Value $90.768 April 09, 2005 Total Sh res X Per Share Value Please note that the above shares were held under the Dividend Reinvestment Plan. The shares w re transferred from Account number 2520 to Account number 92080 on August 24, 2005 and were liquidated on August 25,2005. We hope this information has been helpful and if you need further assistance, please contact us at the above toll-free number. Sincerely, Investor Services THE BANK OF NEW YORK NEW YORK'S FIRST BANK. FOUNDED 1784 BY ALEXANDER HAMILTON , . r ~ REV 1151 EX+ (12 99) . SCHEDULE H , COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Zembower, Lloyd C. 21-05-0673 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMO JNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 10,845.63 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees 1,500.00 See continuation schedule(s) attached 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 68.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 182.99 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 12,596.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedl Ie H (Rev. 6-98) . . " .. Rev-1502 EX+ (6-9B) ESTATE OF ITEM NUMBER 1 2 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Zembower, Lloyd C. Myers Funeral Home, Inc. Rolling Green Cemetery SCHEDULE H-A FUNERAL EXPENSES continued FILE NUMBER 21-05-0673 DESCRIPTION Subtotal Copyright (c) 2002 form software only The Lackner Group, Inc. MOUNT 9.250.63 1.595.00 10.845.63 Form PA-1500 Schedule H-A (Rev. 6-98) . ~ .' . Rev 1502 EX+ (6 98) *' SCHEDULE H-B2 A TTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN i RESIDENT DECEDENT ESTATE OF IFILE NUMBER i Zembower, Lloyd C. 21-05-0673 ITEM II..MOUNT NUMBER DESCRIPTION 1 Michael L. Bangs, Esquire 1.500.00 Subtotal 1.500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I -B2 (Rev. 6-98) \ \ . . Rev-1502 EX+ (6-98) . SCHEDULE H-84 PROBA TE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I RESIDENT DECEDENT ESTATE OF FILE NUMBER I Zembower, Lloyd C. 21-05-0673 ITEM DESCRIPTION A.MOUNT NUMBER 1 Register of Wills 68.00 Subtotal 68.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH B4 (Rev. 6-98) . . Rev-1502 EX+ (6-9S) *' SCHEDULE H-B7 OTHER ADMINISTRA TIVE COSTS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT I ESTATE OF FILE NUMBER Zembower, Lloyd C. 21-05-0673 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal 75.00 2 The Sentinel 107.99 I Subtotal 182.99 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule I -B7 (Rev. 6-98) , , " REV 1513 EX+ (9-00) *' SCHEDULE ~ BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Zembower, Lloyd C. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under See, 9116(a)(1.2)] FILE NUMBER ! 21-05-0673 ESTATE OF RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SHARE OF ESTATE AMOUNT OF ESTATE (Words) ( $$) I. Donna L. Zembower 3611 Beech Run Lane Mechanicsburg, PA 17050 Spouse Entire Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 SchedlleJ (Rev. 6-98) ,I ~ "'If -' - fi_.'A'llI,.~\~~.l1"w:< .' . .....w_ ."ILMK'IIt. Mcitw.a.. -...ctca ~~rj~M; - LAST WILL AND TESTAMENT QL LLOYD CARL ZEMBOWER "f'. 11 n,LLOYD. !CARL"ZEMBOWER, of. Hampden' Township, Cumberland County, Pennsyl- 'l7a~:j.a; .being10Lsound.,Jand. disposing mind and memory,.,ldo.hereby make, publish a declare,.this..to be my.last;.Will.and Testament, hereby revoking and declaring n 1 and void any and all former wills and/or codicils by me at any time heretofore made. FIRST I direct my hereinafter named Executrix to pay all of my just debts, fune I inheritance taxes and costs of administration of my estate out of th of my estate as soon after my decease' as it is practical to do so. SECOND ~ r ."-,~lJ ,'j .-', ""'.d In the event that my wife, DONNA LORRAINE ZEMBOWER, survives my decease b ; " : ,.~ ~~ ''';c.. a period of thirty (30) days, then and in that event I give, bequeath and devi all the rest, residue and remainder of my property, real, personal and mixed, whatsoever kind and nature and wheresoever situate, unto my wife, DONNA LORRAI ZEMBOWER, to be hers, to do and have as she in her best judgment declares; provided, however, that in the event of remarriage by my wife, DONNA LORRAINE ZEMBOWER, all assets of my estate are then, as of the date of her remarriage, ,. be evaluated by an objective appraiser, inclusive of the home in which she the ;It",", ." ; ,~' '!.. t., resides, if such home is that which was, prior to my decease, our joint home, t < . l ~ f. Ii", 4 ~ ~',,' . < ,. sum total of all such assets to be divided into equal shares, such shares to be ~,. paid one-half each, or fifty (50%) per cent, to my wife, to be hers absolutely, and the remaining one-half, or fifty (50%) per cent, to my two (2) sons, and their issue, in equal shares, share and share alike, per stirpes. ~r,.,~: i~~:!... ",1 .i'~., ,)';;'ti . > th~-. f'~:'l~L~_~,~.~;t ;'1,",.1:'-,J:l Iphereby.;.g1'1eland...bequeatdtllntQ m)'.t'son,'cGREGORY,ANDREW ZEMBOWER~ the antiq P'st*' t'WO of s1.x p.9f'II'S I[ I I .. . '"l-- I Cherrywood rocking chair and the silver cup; and unto my son, MICHAEL KRISTEN ZEMBOWER, I give and bequeath the two (2) antique variegated blue glass baskets FOURTH In the event that my wife, DONNA LOP$AINE ZEMBOWER, should predecease me not live to survive me by a period of thirty (30) days, then and in that event I give, bequeath and devise all the rest, residue and remainder of my property real, personal and mixed, of whatsoever kind and nature and wheresoever situat unto my sons, GREGORY ANDREW ZEMBOWER and MICHAEL KRISTEN ZEMBOWER, and their issue, in equal shares, share and share alike, per stirpes. FIFTH In the event that my wife, DONNA LORRAINE ZEMBOWER, should predecease me 0 not live to survive me by a period of thirty (30) days, and my sons, or either has not yet attained the age of eighteen (18) years, then and in that vent I give, bequeath and devise all the rest, residue and remainder of my property, real, personal and mixed, of whatsoever kind and nature and whereso- ever situate, unto SAMUEL LEE WHETSTONE and/or K. DIANN WHETSTONE, or the survivor of them, of Creston Drive, Lebanon, Pennsylvania, in trust, however, Trustee upon the following terms and conditions: (A) After first allowing my sons, the beneficiaries of this Trust, to select as they may desire from and among any or all items of personal property that they mayor wish or desire to retain for themselves, the named Trustee is directed to sell all of said Trust property, real, personal and mixed, of whatsoever kind and nature and wheresoever situate, at public or private sale; (B) To invest the proceeds of said sale or sales in accounts, notes, certificates of deposit, money market certificates, or the like, such investment to be for purposes of producing the greatest return on the dollar invested, as issued or held at a bank or other LAW O,....ICr:.:. SNEL.BAKER. Mc:CAL.EB a EL.ICKEFt institution insured by the Federal Deposit Insurance Corporation or by the Federal Savings and Loan Insurance Corporation; said bank or Page two of six pages \ " . \ ~ ~ ~ ~~ ~~ ~ ~ LAW O",,.ICCS SNELBAKER. McCALEB 8: ELICKER ! banks to be of Trustee's own choosing; (C) To pay to himself or themselves, as Trustees, in quarterly installments all of the interest then produced by the invested prin- cipal for the benefit of my children, to be expended for the necessary maintenance, support, clothing, food, medical expenses, educational expenses, transportation expenses, etc., of my sons, the beneficiaries of the Trust hereby created and established; CD) To invade the principal or corpus of the Trust so established and to pay so much of the principal as may be necessary, in the joint discretion of the Trustees and of my elder son, GREGORY ANDREW ZEMBOWER, for any extraordinary medical, educational, or other maintenance expenses of my children; (E) The amount to be paid for the benefit of my said children shall be determined from time to time by the needs of my said children, and the amounts and times of payments shall be determined by such need, but in no event shall such payments be less frequently than quarterly. The said payments, or any part thereof, may be made by my said Trustee directly to my said children, if in the opinion of my Trustee, such children are of age and ability to handle properly the funds so paid over to the children, or may be made by my Trustee directly to an institution entitled to such pay- ment by reason of services rendered or to be rendered to my child or children. In making the aforesaid payments, my said Trustee shall give consideration to the individual needs of my said children and to other sources of income available to such children; (F) If it is the desire of either of my sons to further their education after graduation from high school, and their abilities gain them admission to a tuition institution, or other institution for which fees are demanded or required, my said Trustee is hereby empowered and authorized to make appropriate distribution of income, or of invaded principal as set forth above, for and on account of Page three of six pages l --. . '11i'.6qrrcdq' PA rpr.;:piJ\GatGlJ j,'.r.:pJ- the actual costs of such educational expenses; (G) I. Upon the attainment of the age of twenty-one (21) years by the eldest of my children, the principal of said Trust shall be divded into as many equal shares as I have then living and deceased children with issue then living. The share of each living child shall then be held in a separate Trust to be distributed as follows: ~ ~ 1!1..' :'i_'Jl~~'~ :1< ~ ;:,;\t,~,< lM~..ht~l1~..Uptlli.tlltt~!n~tfo11't'of1.(Jchneplltgt:~-Tf'08~"'dSothE! j \ ' '.,'~. (~.' "~-:;~~J.'~~'\,"":') '. ,;. "', ',. ;." , ; <'agE!"bftwenty':one (21) 'years 'of each of my'living children, thirty-three and one-third (33 1/3%) per cent of the principal of such separate Trust shall be distributed to such child, with the quarterly payments of interest to continue as described hereinabove; b. Upon the attainment of age twenty-three (23) years of age by each of my living children an additional thirty-three and one-third (33 1/3%) per cent of the principal of such separate Trust shall be distributed to such child with the quarterly payment of interest to \, continue as described hereinabove; c. Upon the attainment of" the age of twenty-five (25) years by each of my living children all of the rest, or thirty~three and one-third (33 1/3%) per cent of the principal of such separate Trust shall be distributed, free of Trust, to such child, and as such final payment of principal is made, that child's share of interest and/or 01 " : :'1 f .'~ ~ \ .~ : .l ~. ~ }: ';.,:c I' 1!~. .' , _\i . principal sball be considered t~ ,be exha~~ted, terminated i',.'::'~l":t'~..,~..i, ~'>' ;-;p~li.'ii,lt:',J in thi.g~ r.1V L\1-":',t \'hl! /II':! ~,'lo';..:,l.~ i.' and forever ended. E i ':. "j"! '\ . ,., , II. The share of each deceased child shall be distri- buted as hereinbelow provided: a. Whatever benefits, payments or other distri- u.,~, or~J sJ'lI\1-.BAK!I!'.. ~~~%..,l!sI,~, bution that such deceased,,:child would have been ,.0 f " ','entitled,1to'l shall',! 'in 11ike"mann-er :be"distribtited ,," ':t'~';::'; ,. '\..~::,';'::~;: P~~e. ~~~:, ~~ ~~; ~~~es ", ' "I 'l I L. I L ... .. . .. [If) 1 ~ "."r". I I to that child's issue, per stirpes, and if no issue, then that child's proportionate Trust shares shall be paid over in full, to my then surviving child, or his issue, per stirpes. SIXTH I hereby name, constitute and appoint my brother-in-law and his wife, SAMUEL LEE WHETSTONE and K. DIANN WHETSTONE, or the survivor of them, of Cres 0 Drive, Lebanon, Pennsylvania, as Guardians of the estate of my minor children. Said Guardians shall have all powers as provided by law and specifically shal have the power to use the income and principal of the aforesaid Trust for the maintenance, support, medical expenses and education of my children, as herei - above more specifically set forth. SEVENTH I hereby name, constitute and appoint my brother-in-law and his wife, AMUEL LEE WHETSTONE and K. DIANN WHETSTONE, or the survivor of them, of Cres 0 Lebanon, Pennsylvania, as Guardians of the persons of my children. EIGHTH I hereby name, constitute and appoint my brother-in-law and his wife, or the survivor of them, SAMUEL LEE WHETSTONE and K. DIANN WHETSTONE, as Trustee of those funds and Trust established by the provisions contained hereinabove. NINTH I direct that no Trustee, Executrix, Guardian, or other fiduciary named, nominated, or appointed in this, my Last Will and Testament, shall be require to post any bond or give any security of any type for any purpose whatsoever, any law or rule of Court of the Commonwealth of Pennsylvania or any other jur's diction to the contrary notwithstanding. TENTH LAW O",.ICE. SNELBAKER. 'vtcCALEB a ELICKER Any and all payment or payments of any sum or sums, whether for principa Page five of six pages .. .. 's "" LAW O"P'.CE. SNEL.BAKER. McCALEB &: ELICKER -\--- or income. payable to my said children, my issue, or any other beneficiaries herein, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and such shall be free from anticipati n, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligations of any beneficiary, and shall not be the subject to any execution or attachment. ELEVENTH I hereby name, constitute and appoint my wife, DONNA LORRAINE ZEMBOWER, as Executrix of this, my Last Will and Testament. In the event that my wife should not survive my decease or should not live to complete the settlement of my estate, then and in that event I name, constitute and appoint my elder son, GREGORY ANDREW ZEMBOWER, as my alternate Executor. My Executrix or alternate Executor is authorized and empowered to sell any real estate which I may own at the time of my decease at either public or privat sale, whichever in her or his opinion shall be in the best interest of my estate IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last ill and Testament this \~E day of ~ , 1981. ~0f~ Page six of six nA~ps ~ , . j 1< "., .i'\'" .j IJGI.GllJ' <11. '3LJ}, ill tl"',il' '1119TT pr J'i'jl"Tt; pf ','" ..., "'I.,:)j :ll'~:i :1 ,of,r1':C:f} r :. .. h~),!lpr'" to 01\ ;'OII(J ';PT1CjU,I.', r:, ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) I, LLOYD CARL ZEMBOWER, Testator, whose name is signed to the attached, 0 foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Test ment; that I signed it willingly; and that I signed it as my free and act for the purposes therein expressed. Sworn or affirmed to and acknowledge before me by LLOYD CARL ZEMBOWER, the Testator, this :"':.~ ,1981. ~ day of Sworn and subscribed to before me /3 >,4 day of -?>>'>~~k./ this , 1981. (2~~ '--[f ~~ Notary Public (SEAL) My commission expires: F"..b. ).], /?":J. CATHARINE E, 80USUM, NOTARY PUBLIC U(i:A :CSBURG BOROUGH CUL,BLRLAND COUNTY ".,.. r.r\lMI,,":r~r~ ~ H"r,. t F[R 27, 1982 LAW OP'P'ICIU SNELBAKER. McCALEB A EL.ICKER \ ~ .. LAW O"ICCB SNEL.8AKEA:. McCALEB a ELICKER i AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY CUMBERLAND) OF We, MARK S. SILVER, JANET M. FORRY, and SUSAN A. McCOY, the witnesses whose names are signed to the attached or forgoeing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that signed willingly and that he executed it as his free and voluntary act for th purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge Testator was at that time eighteen (18) or more years of age, of sound mind a d under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by MARK S. SILVER, JANE M. FORRY, and SUSAN A. McCOY, witnesses, this \1, ~. day of ~ 1981. ~ Witness l t:2. Witness Sworn and subscribed to before me, a Notary Public, this /34- day of '--?'UvW-...ydUlC/ , 1981. ~Amr--";" f k4Ut~ Notary Public (SEAL) My commission expires: r'~.P17, ~.?.A.. CA1HI,RINf E. AnUSlJM. NOTARY PUBlIf r. LeliA lC:;GI~nG BOROUGI, ClIi',iBLKlA~O COUNTY ...~y r,(jMMI~::'lni'l f)::F'lQF( FEB 27 I 1982 -, , Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of No. Date of Death 21-05-06t3 ---- ,--'-----.._--- 04/09/20 5 Lloyd C. Zembower also known as , Deceased Social Security No. Donna L. Zembower the Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following In ento-.y- include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of P nnsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of he date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylva ia except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. . S. Section 4904 relating to unsworn falsification to authorities. Attorney: Michael L: Bangs 41263 Personal Reor)jJtative \.p ~ Signature: ~--" 0). ~ Donna L. Zembow6r . 1.0. No.: Signature: Firm: Signature: Address: Telephone: 429 South 18th Street Camp Hill, PA 17011 717/730-7310 Address: 3611 Beech Run Lane Mechanicsburg, PA 17050 Telephone: 717 -732-4668 -q; 7~ {j;;- Dated: Personal Property Cash.............................................................................................. . Pe rsonal Property......................................................................... Stocks/Listed............................. .................................................... Stoc ks/C losely Held...................................................................... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... A II Othe r Property......................................................................... -i 6,716.83 Total Personal Property......................................... 6,716.83 Total Real Property................................................ Total Personal and Real Property......................... 6,716.83 I Total Out-of-State Real Property.......................... ,,"0 "'.) ~~- w T) ;""T-l !e.., ") () ,.- -~ :i:.\~ , ''11 ; <~J C) i .--t-I --- --or i : (~5 ". l-n ~ " . Register of Wills, Cumberland County, Pennsylvania Estate of . Lloyd C. Zembower also known as Stock I Listed 74.0000 shares Renault Stock INVENTORY No. Date of Death Social Security No. \ \ 6,716.83 6,716.83 (Attach additional sheets if necessary) 6.716.83 , Deceased Total Stock I Listed Total Personal Property and Real Estate