HomeMy WebLinkAbout08-25-06
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Schwab, Don A.
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DATE OF DEATH (MM-DD-YEAR)
DATE OF BIR~H (MM-DD-YEAR)
01/12/2006
08/16/1935
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
Schwab, Elizabeth M_
~ 1 Original Return
o 4 Limited Estate
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6 Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
02
o 4a,
07
o 10.
Supplemental Return
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FIRM NAME (If applIcable)
Stephen L Bloom, Esquire
TELEPHONE NUMBER
71 7/249- 7717
Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
FILE NUMBER
21 06
COUNTY COrlE YEAR
SOCIAL SECURITY NUMBER
344-28-9911
00057
NUMGEn
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
321-30-4989
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3 Remainder Return (dale 01 dGalh prior 1012-13-82)
o
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5 Federal Estate Tax Return Requi'ed
o
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A) (Attach Sch 0)
2100 Longs Gap Road
Carlisle, PA 17013
(1) None
(2) 1,014,585.20
(3) None
(4) None
(5) 2,163.97
(6) None
(7) 282,585.19
(9) 25,720.94
(10)
(8)
(11 )
1.:273,613.42
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
llade (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
FutU8 Interest Compromise (date of death after
12-12-82)
Decedent Maintained a Living Trust (AUach
copy of Trust)
Spousal Poverty Credit (date of death between
12~31~1 an(il-L:95)
THIS SECTION MU~!:BEnCOMPLETED.ALLCO~RE~Ot-l'pEI'IGE ANDG()NFIDENTIALT~X It-JF()RMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Stephen L. Bloom
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15)\mOunt of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
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16.flmount of Line 14 taxable at lineal rate
17. f\mOunt of Line 14 taxable at sibling rate
18 Amount of Line 14 taxable at collateral rate
19. Tax Due
(13)
1,299,334.36
25,720.94
1,273.613.42
(14)
799,419.13 x .00 (15)
474,194.29 x .045 (16)
x .12 (17)
x .15 (18)
(19)
0.00
21,338.74
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
Form REV-1500 EX (Rev. 6-00)
Copyright 2000 form software only The Lackner Group, Inc.
21.33874
Decedent's Complete Address:
bSTREET ADDRESS
51 Derbyshire Drive
CITY
Carlisle
STATE PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B, Prior Payments
C, Discount
21,000,00
1,066,93
Total Credits (A + B + C)
3, InterestlPenalty if applicable
D, Interest
E, Penalty
TotallnterestlPenalty (D + E)
4, If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT.
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 the TAX DUE,
A, Enter the interest on the tax due,
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE,
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP 17013
(1)
(2)
(3)
(4)
(5)
(5A)
(5B)
:21,338,]4
22,066,93
0.00
728,19
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and:
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"""""" "'''''''''"''",,'''',,,'''''''''''''' """",,,"",,"""""""
d, receive the promise for life of either payments, benefits or care?"""""""""""""""",
~:, If death occurred after December 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?
4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..
Yes
D
D
B
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No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that I have examined thiS return, inc!udlng accompanying schedules and statements, and to the best of my knowledge and belief, It IS true. correct and complete Declaration of
preparer other nlan the personal representative is based on all informatioCl of which pre parer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Mi~~el 'l.S~ell~' /~(
44.-/1: ,~/L/YI
SIGNATURE OF RSOr<l RESPONSIBLE FOR FILING RETURN
2636 Vhay Lane
Bloomfiefd Hills, MI 48304
ADDRESS
SIGNATURE OF PREPARER OTIj&R;THAfj
Stephen L. Bloom ~-L
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ADDRESS
2100 Lon,gs Gap Road
Carlisle, t"A 17013
DATE
7 /-0'- .~f
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DA7E
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P,S, 59116 (a) (1.1) (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P,S, 59116 (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 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, 59116 (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 S9116
1.2) [72 PS 59116 (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 PS, 59116 (a) (13)] 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.
ESTATE OF
SCHEDULE B
STOCKS & BONDS
COI\l\MONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schwab, Don A.
FILE NUMBER
21 - 06 - 00057
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
I
DESCRIPTION
UNIT VALUE
VALUE AT DATE OF
DEATH
1,014,585.20
1,014,585.20
Wienken & Associates/USAA Brokerage Account #64029087
TOTAL (Also enter on line 2, Recapitulation)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schwab, Don A.
FILE NUMBER
21 - 06 - 00057
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
:2,163.97
Wienken & Associates/USAA Subscribers Savings Account
TOTAL (Also enter on Line 5, Recapitulation)
2,163.97
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schwab, Don A.
FILE NUMBER
21 - 06 - 00057
ESTATE OF
ITEM
NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY
Include the name of the transferee. their relationship to decedent and the date of transfer
Attach a copy of the deed for real es'.ate
DATE OF DEATH
VALUE OF ASSET
%OF
DECO'S
INTEREST
EXCLUSION
(IF APf'LlCABLE)
TAXABLE VALUE
Wienken & Associates/USAA Annuity Contract #V] 5984
27,714.80 100o/r
27,7 ]4.80
2
Wienken & Associates/Hartford Life Annuity Contract
#711044422
15U65.11 100'1,
15 1.165 11
3
Wienken & AssociatesfNationwide Annuity Contract
#0204265700
57,600.29 100o/r
57,600.29
4
Wienken & Associates/T. Rowe Price Roth IRA Account
#1018351037-1
46,104.99 lOork
46.104.99
TOTAL (Also enter on line 7, Recapitulation)
282,585.19
ESTATE OF
ITEM
NUMBER
A.
B.
SCHEDULE H
FUNERAL EXPENSES &
ADIVIINISTRATIVE COSTS
7.83850
926.4 1
12.500.00
3.500.00
664.00
12.00
68.00
75.00
137.03
25,720.94
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schwab. Don A.
FILE NUMBER
21 - 06 - 00057
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home. Inc.
2
Funeral Luncheon - Comfort Suites
ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Stephen L. Bloom, Esquire -- Stephen L. Bloom
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Elizabeth M. Schwab
Street Address 51 Derbyshire Drive
City Carlisle
State P A
Spouse
17013
Zip
Relationship of Claimant to Decedent
4.
Cumberland County - Register of Wills
Cumberland County - Register of Wills
Cumberland County - Register of Wills
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
I
Other Administrative Costs
Cumberland Law Journal - Publication of Legal Notices
2
The Sentinel - Publication of Legal Notices
TOTAL (Also enter on line 9, Recapitulation)
FILE NUMBER
21 -06-00057
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schwab, Don A.
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Michael J. Schwab
2636 Vhay Lane
Bloomfield Hills, Ml 48304
Son
2
Elizabeth M. Schwab
51 Derbyshire Drive
Carlisle, P A ] 7013
Wife
3
Elizabeth M. Schwab
51 Derbyshire Drive
Carlisle, PA 17013
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
AMOUNT OR SHARE
OF ESTATE
499,915.23
Remainder Interest in
Credit Shelter Trust
516,833.94
Life Interest in Credit
Shelter Trust
282,58519
All Schedule G
Transfers
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
2
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
REV-1514 EX+ (9.00)
,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE K
UFE ESTA"TE, ANNUITY
& "TERM CERTAIN
(Check Box 4 on Rev-1500 Cover Sheet)
ESTATE OF
Schwab. Don A.
FILE NUMBER
21 - 06 - 00057
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found
in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
~ Will 0 Intervivos Deed of Trust 0 Other
LIFE EST A TE INTEREST CALCULATION
NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS
DATE OF BIRTH DATE OF DEATH PAYABLE
NAME(S) OF
LIFE TENANT(S)
Elizabeth M. Schwab
12/22/1937
68 ~ Life or o Term of Years
o Life or o Term of Years
o Life or o Term of Years
o Life or o Term of Years
$ 1.016.749.17
.50832
5.4%
$ 516.833.94
1. Value of f Jnd from which life estate is payable
2. Actuarial factor per appropriate table
Interest table rate - 031/2% 06% 0 10% ~ Variable Rah
3. Value of life estate (Line 1 multiplied by Line 2)
ANNUITYINTEREST CALCULATION
NAME(S) OF
ANNUITANTS
NEAREST AGE AT
DATE OF BIRTH DATE OF DEATH
TERM OF YEARS ANNUITY IS
PAYABLE
o Life or 0 Term of Years
o Life or 0 Term of Years
o Life or 0 Term of Years
o Life or 0 Term of Years
1. Value of fund from which annuity is payable
$
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26)
o Semi-annually (2) 0 Annually (1)
3. Amount of payout per period
4. Aggregate annual payment. Line 2 multiplied by Line 3
o Monthly (12) 0 Quarterly (4)
o Other
0.00
5. Annuity Factor (see instructions)
Interest table rate - 031/2% 06% 010% 0 Variable Rah
6. Adjustment Factor (see instructions)
7. Value of annuity - If using 3 1/2%, 6%, 10% or if variable rate and period payout is at end of period,
calculation is: Line 4 x Line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3
NOlE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of
this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18
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SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schwab, Don A.
FILE NUMBER
21 - 06 - 00057
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to the Credit Shelter Trust (marital, residual A, B, By-pass, Unified Credit, etc)
If a trust or similar arrangement meets the requirements of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have
such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable
transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement.
The numerater of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule 0 The denominator is equal
to the total value of the trust or similar arrangement.
Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
DESCRIPTION
The assets that comprise the Credit Shelter Trust
VALUE
1,016.749.17
Part A Total
1.016.749.17
Part B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made.
DESCRIPTION
The assets that comprise the Credit Shelter Trust
VALUE
1,016,749.17
Part B Total
(If more space is needed, insert additional sheets of the same size)
1,016.749.17
F \F1LES\DATAFILEIWILLSI9065-H WIL
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LAST WILL AND TEST AMENT
I, DON A. SCHWAB, of 51 Derbyshire Drive, Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
ITEM ONE
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes shall be paid to the extent possible from those assets held or passing under ITEM FOUR hereof
as soon as practicable after my decease and as part of the administration of my estate.
ITEM TWO
I give all of my personal and household effects, automobiles, boats and collections, if any,
and any insurance policies thereon, unto my wife, ELIZABETH M. SCHWAB, if she survives me
by thirty (30) days; otherwise to my son, MICHAEL 1. SCHWAB.
ITEM THREE
If my said wife, ELIZABETH M. SCHWAB, survives me, in order to obtain the portion of
the marital deduction allowed in my estate by the Federal tax laws that will eliminate all Federal
estate taxes payable as a result of my death, my Executor shall divide my residuary estate into two
portions known as the "Marital Fund" and the "Credit Trust."
The Marital Fund, which shall not be reduced by any taxes payable by reason of my death,
shall be that fractional proportion of the entire residuary estate determined as follows:
The numerator of such fractional proportion of my residuary estate shall be the smallest
amount which, if allowed as a marital deduction, would result in the least possible Federal estate tax
being payable as a result of my death, after allowing for the unified credit against Federal estate tax
and all available credits and deductions claimed. The numerator shall be reduced by the value of any
other property which passes to my said wife which qualifies for the marital deduction and reduced
J4
0.A.5.
Page 1 of 8 Pages
by that amount, if any, which, when added to my taxable estate, will result in Federal estate tax no
larger than the credit for State death taxes allowed in my estate without increasing any State death
taxes payable as a result of my death.
The denominator of this fraction shall be the value of the entire residuary estate. Values
assigned to the property for the purposes ofthis computation shall be those values finally determined
for Federal estate tax purposes.
The Marital Fund shall be distributed outright to my said wife, ELIZABETH M. SCHWAB,
as soon as practicable after my death.
The Credit Trust shall be held and managed by my Trustee in accordance with ITEM FOUR
of this my Last Will and Testament.
My Executrix shall have the power to distribute assets in cash or in kind to the Marital Fund
and to the Credit Trust and to select specific property to be distributed to the Marital Fund or the
Credit Trust without regard to the income tax basis on such property. In making these allocations,
my Executrix shall use the value of the assets as of the date or dates of distribution so that each
distribution shares proportionately in the appreciation or depreciation of assets between the date of
my death and the date or dates for distribution. However, no allocation of assets shall be made to
the Marital Fund which does not qualify for the marital deduction. To the extent that other assets
which qualify for the marital deduction are available, there shall not be allocated to the Marital Fund
(a) assets with respect to which an estate tax credit for foreign taxes paid is allowable or (b) any
payments under an employees trust or retirement annuity contract of the type described in Section
2039( c) ofthe Internal Revenue Code or subsequent provisions of similar import or (c) United States
Treasury Bonds that are eligible for redemption at par value in paYment of the Federal estate tax.
In computing the marital deduction all generation-skipping transfers for which I am the "deemed
transferor" shall be disregarded.
If I am not survived by my said wife, ELIZABETH M. SCHWAB, I give, devise and
bequeath all of the rest, residue and remainder of my estate, both real and personal property, unto
my Trustee to be held or distributed by such Trustee under ITEM FOUR hereof.
~ft/~
D.A.S.
Page 2 of 8 Pages
If my said wife, ELIZABETH M. SCHWAB, survives me and disclaims any portion of the
Marital Fund, such portion shall be added to the Credit Trust.
If my said wife, ELIZABETH M. SCHWAB, and I die simultaneously, or under
circumstances which render it difficult to determine who died first, my said wife shall be deemed
to have survived me for all purposes ofthis my Last Will and Testament.
ITEM FOUR
CREDIT TRUST
My Trustee shall hold the assets received under ITEM THREE hereof, if any, for the
following purposes:
A. To pay the net income, at least quarter-annually, to my wife, ELIZABETH M.
SCHW AB, for life. In addition, my Trustee, in his or her sole discretion, may invade the principal
of the trust to provide for the proper and adequate support of my said wife.
B. The Trustee shall pay to my said wife, ELIZABETH M. SCHWAB, annually, such
sum from the principal of the trust as my said wife may request in writing, provided, however, that
said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of
the aggregate value, at the time of said request, of the principal of the trust hereunder.
C. Upon the death of my said wife, ELIZABETH M. SCHWAB, my Trustee shall
distribute the principal of the trust to my son, MICHAEL J. SCHWAB, absolutely.
D. In the event that my said son shall fail to survive my wife and me, but shall leave
issue surviving, then my deceased son's share shall be held by my Trustee and the net income
therefrom shall be used, in equal shares, for the support, maintenance and education of the issue of
my deceased son. My Trustee shall use as much of the principal as it shall deem desirable for said
purposes. My Trustee shall distribute absolutely the principal of such share of my deceased son to
the issue of my deceased son per stirpes as each shall attain the age of twenty-one (21) years.
E. Notwithstanding any other provisions to the contrary, in no event shall any share be
distributed to any beneficiary later than twenty (20) years after the later of the death of my wife or
me.
J~/
D.A.S.
Page 3 of 8 Pages
ITEM FIVE
POWERS OF EXECUTOR AND TRUSTEE
In addition to the powers conferred by case law, by statute, and by other provisions hereof,
my Executrix and Trustee and their successors, shall have the following discretionary powers
applicable to all property held by them which powers shall be effective without order of any court
and shall exist until final distribution:
A. To retain any property of any nature received by them for whatever period they shall
deem advisable;
B. To invest and reinvest all or any part of said property in such stocks, bonds, common
trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds,
common trust funds, securities, accounts or certificates of deposit of the Trustee) or other property,
real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the
property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash
or on terms, publicly or privately, or to lease, even for a tenn exceeding five (5) years or the duration
of any trust herein, without liability on the purchasers or lessees to see to the application of the
proceeds, and to give options for these purchases without the obligation to repudiate them in favor
of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other instruments as may
be necessary to carry out the provisions of any trust hereunder;
E. To borrow money, including the right to borrow money from any bank and to
mortgage or pledge any asset of the estate as security;
F. To assume continuance of the status of any beneficiary with regard to death, marriage,
divorce, illness, incapacity and the like in the absence of information deemed reliable without
liability for disbursements made on such assumption;
G. To pay from the trust, or the income therefrom, all debts or claims against my estate,
or any taxes or similar charges on my estate;
H. To make any distribution hereunder either in kind or in money, or partially in kind
~M
D.A.S.
Page 4 of 8 Pages
and partially in money. Distribution in kind shall be made at the market value of the property
distributed, and my Trustee, in his or her absolute discretion, may cause the share distributed to any
distributee to be composed of property similar to or different from that distributed to any other
distributee;
1. To exercise any subscription right in connection with any security held hereunder,
to consent to or participate in any recapitalization, reorganization, consolidation or merger of any
corporation, company or association, the securities of which may be held hereunder, to delegate
authority with respect thereto, to deposit investments under agreements, to pay assessments, and
generally to exercise all rights of investors;
J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries
of any trust hereunder;
K. To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
L. To compromise claims;
M. To continue for whatever period of time as they shall deem necessary any ownership
as a tenant in common or as a partner, in real estate or other property and to act as I could have done
had I been living;
N. To lend money to my estate or to any trust created hereunder or to purchase from the
estate or from any trust created hereunder, at the market value thereof at the time of purchase, any
securities or other property tendered to them by my estate or any trust created hereunder at any time
and from time to time within a period of nine (9) months after my death;
O. In the event that any amounts are payable hereunder or under any trust created
hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated
incapacitated, but who, by reason of illness or mental or physical disability is, in the opinion of
fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by
the fiduciary(ies) hereunder in his, her or their sole discretion in any ofthe following ways as he, she
or they may deem best:
1. Directly to such beneficiary;
))&4
D.A.S.
Page 5 of 8 Pages
2. To a legally appointed guardian of such beneficiary for the benefit of such
beneficiary;
3. To a person having custody of such beneficiary for the benefit of such
beneficiary;
4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of
such beneficiary.
P. To employ agents, attorneys and proxies and to delegate to them such power as my
personal representatives and Trustees consider desirable and to pay reasonable compensation for
such services as may be rendered by such agents, attorneys and proxies;
Q. To conduct an inventory of any safe deposit box necessary to the administration of
my estate.
R. To do all other acts in their judgment necessary or desirable for the proper
management, investment and distribution of my Estate.
ITEM SIX
PROTECTIVE PROVISIONS
All income or principal held for the use and benefit of the beneficiaries of any trust hereunder
shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor
shall any such interest, while in the possession of my Trustee, be liable for or subject to the debts,
contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or
sequestrations under process of law.
ITEM SEVEN
APPOINTMENT OF EXECUTOR AND TRUSTEE
I nominate, constitute and appoint my wife, ELIZABETH M. SCHWAB, as Executrix of my
estate. In the event that my said wife shall predecease me or fail to act as Executor, then my said
son, MICHAEL J. SCHWAB, shall serve as Executor of my estate.
I nominate, constitute and appoint my wife, ELIZABETH M. SCHWAB, as Trustee of any
trlLlst created hereunder. In the event that my said wife shall fail or be unwilling to continue to act
~
Page 6 of 8 Pages
as Trustee, then I appoint my said son, MICHAEL 1. SCHWAB, to act as Trustee of any trust
created hereunder.
ITEM EIGHT
WAIVER OF BOND
I direct that neither my Executrix or Executor nor my Trustee shall be required to file any
bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required
to obtain any order or approval of any court for the exercise of any power or discretion set forth in
this Will.
IN WITNESS WHEREOF I have hereunto set my hand and seal this I J"LL
,Ie:<- & "1ggz... , 199'7 .
day of
. 0rh/ k,4~4-
Don A. Schwab
(SEAL )
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
---L~ ~:3;.~
---
~~y.(~~
Page 7 of 8 Pages
COMMONWEALTH OF PENNSYL V AN1A )
SS.
COUNTY OF CUMBERLAND )
I, Don A. Schwab, Testator, 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.
JJ P)A/ k~k~
I
Don A. Schwab
Sworn or affirmed to and acknowledged before me by Don A. Schwab, the Testator, this
II-Itt day of ,])~ , 1997.
(lpAA.-LX ~4 I
Notary Public
COMMONWEALTH OF PENNSYLVANIA
)
: SS.
)
COUNTY OF CUMBERLAND
We,
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Don A. Schwab, the Testator, sign
and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator
executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the
hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge
the Testator was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence.
~y~
---
Address "7'&.", c:...... 'd' /-1, <; h _<" 'r' c' ('
L..~. I.s I.., /)/~ /1C'/:3
,
Sworn or affirmed to and subscribed before me this I J ~ day of ~
~~."
Notary Public
, 1991.
Page 8 of 8 Pages
214 Srnate Avenue, SUite 303
Camp Hill, Prnnsylvanla 17011
717.7637365.717.7637684 Fax
rfhervey@flnsvcscol11 . WWWWIOnK[!n cnm
VA
WIENKEN ASSOCIATES
Robert F Hervey, ChFC
March 20, 2006
Stephen L. Bloom
2100 Longs Gap Rd
Carlisle, PAl 7013
Dear Steve,
As regards the estate of Don A Schwab, the following date of death valuations
have been determined,
1. USAA Annuity Contract # V 15984,
Ownership Don A Schwab,
Has been reregistered to Elizabeth M Schwab,
Valuation January 12,2006 $ 27,714,80
2, Hartford Life Annuity Contract # 711044422,
Ownership Don A Schwab,
Has been reregistered to Elizabeth M Schwab,
Valuation January 12,2006 $ 151,165.11
3, Nationwide Annuity Contract #0204265700
Ownership Don A Schwab,
Has been reregistered to Elizabeth M Schwab.
Valuation January 12,2006 $ 57,600.29
4. Western Southern Life Insurance Policy # 1921812.
Owner and Insured Don A Schwab.
Beneficiary Elizabeth M Schwab.
Death Benefit Paid $ 14,357,05
). Army Mutual Aid Life Insurance Policy #49646XOL.
Owner and Insured Don A Schwab.
Beneficiary Elizabeth M Schwab.
Death Benefit Paid $ 11,849.37
6. USAA Brokerage Account #64029087.
Ownership Don A Schwab.
Valuation January 12,2006 $1,014,585.20
7. USAA Subscribers Savings Account.
Ownership Don A Schwab.
Valuation January 12,2006 $ 2,163.97
8. T. Rowe Price Roth IRA Account #1018351037-1.
Ownership Don A Schwab.
Valuation January 12,2006 $ 46,104.99
,'tl'r(J11 {/mJiJ[.j/i tv1AH Invesror.(; ServIC(Js
,G/1 . /11-763- /J6!J Investment AlivlSO(1y Sr;rVIU)',
,} vV'lcnke{J & ASSOCIates FinanCIal Services SUli,\UlI,;,r'~
sutJsnltary or affi/fate of M/lAL Investors ServIces, Ine. Seni(f?S
9. Members 1st FCU Checking Account.
Joint Ownership Don A and Elizabeth M Schwab.
Valuation January 12,2006 $15,838.67/$ 7,919.34
10. Members 1 sl FCU Savings Account.
Joint Ownership Don A and Elizabeth M Schwab.
Valuation January 12,2006 $3,051.24/ $ 1,525.62
$1,334,984.80
I believe the above listing comprises the entire investment estate of Don A
Schwab as of January 12, 2006.
Sincerely,
(-~
\ (~Wl
Ro\ert F. HerVey,~
Don A. Schwab
USAA Brokerage Account
Value as of
Shares Share Cost 01/12/2006
AIG 2,173.668 $70.53 $153,308.80
BAX 800 $38.48 $ 30,784.00
CAH 186 $70.05 $ 13,029.30
CMX 121 $51.42 $ 6,221.82
CPS 400 $45.27 $ 18,108.00
EW 80 $42.49 $ 3,399.20
FELE 400 $41.54 $ 16,616.00
MCHP 1,012 $34.70 $ 35,116.40
KAMN 748 $19.87 $ 14,862.76
PRCP 500 $ 7.51 $ 3,755.00
BP 8,612 $68.38 $588,888.56
HOKCY 6,675 $ 2.23 $ 14,885.25
EWT 1,000 $13.21 $ 13,210.00
VIP 200 $48.46 $ 9,692.00
WMMVF 10,175 $ 5.70 $ 58,014.60
Money Market $ 34,693.48
$1,014,585.17
Hoffman-Roth Funeral Home. Inc.
2] I) Norlh Hanover Slreel
(';lrlisle, P t\ 170 1:\
( 717)243-4511
Fchl!l;Jrv j 0 ,:i Ii)(,
\ lr7,;j\,eth Sc!w,;th
51 Derbyshire Drive
C'arlislc,PA 1701J-
rile Funeral St:'lyicc f'or (-:oJ( Rei) Don ^, Schwab
14675-0
\\'c slIlccre!y appl','ciatl: 1he confldencc VOll have placed 111 lIS and will continue III assist YOll in everv \Va) wc ,,';:11 1'1.':)o"
Ice\ free to contact LIS if YOll lJ,1VC any questions in regard to this statement.
TI IE fOLLUWING IS AN ITE,vllZED STi\ TEMENT OF TilE SERVICES, FACILITIES, AUTOMOTIVE EQ111PI\If'NT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVJ<'E:
Flii\I:H.\! IIOME SERVICE ClI.\H(;I:~
:53 i')(),OO
$J7lJO,I)O
TrY.1ili'.)I1:11 [''111''1 :11 Se! vice 1\lchH~c
<.; EI ,FC'TEI) MERCIfANmSE:
1,:,'Oj)o!il,m Cd(.~(.
THE COST OF OlJR SERVICES, EQUIPMENT. ANn MERCIIANIHSE
THAT YOU IIA \iE SELECTED
S2'140.l)f)
SIl~J(Ull)
C:lsh \t!\':JTlre,
'-: "\'."'1"1"':'1' tJhllllarv Nul iCCSC'1l1 inc]
'-':'2\\,',1'<\1'>('1' (\hi(\I:Jl v NOlicc-Mililal v Time, .
"lcIVspapcr OhilUJr\' Notice-Patriol News
Ckrg\' ()Iklinc ,
(','llii'll't! ('Tic" (\1' Dcmh Certificate'
1.'10\\'Cf"
(\r~_::\ll iSl,
e ':m(ol
!\ Ita I Set vcrs
$221.60
qlj(),illl
"<1,) in
51 (')(It)
J; I ~(I(H)
,; 1_\250
'h12S.00
$SO,OO
$20.00
TOT'\L ('ASII ADVANCES AND SPECIAL CHARGES,
S170H,SlI
T!ltal
Total C',,;l
1)-I)_~S,5(J
[-.et<!~~~~
$7938.50
Tn b'.O' credit.ed when n::cei ve fcom Cumberland '_:ounty VA
fhis statement is net and payable in full within 30 days of receipt.
100. LX)
'\(
,,"I (J
j v-d
'IXJTAL AMOUNT DUJ~
. - - - - .-~ - - . - - -. - - -
$7838.50
JUN-27-2nO~(TUE) 11: 13
.
., ,,,..el ".'J:L'
COMFORT SUITES, CARLISLE
1 0 SOUTH HANOVER STREET
CARLlSLt=. PA 17013 USA
(717) 000-1000
gm.pa268@choicehotels.com
SCHWAB. LUNCHEON
CARUSLFO. PA 17013 US
1~(~li':';:D'~-~'-r.. ""'SC~~ .
. J'~;':"\"'.r,1 fll.' ~~';~lrnlt1l11'
)I. .#I"'~.1:.ql'.., . .1. # ill ~
,:'al.-Jlllj;.!J'.(~I;~~f.:j~r :':'" .. I
01100100 AMERICAN EXPRESS
01/15/C6
OIII11/0a
0111111DCl
01/16/C'6
o 11l6/C(J
01/16/06
01/11l/0tl
01/10/06
01!t/l/C6
01/16/C6
01/10/0,0
01/16/06
01/16/06
o 1/ WI06
01/ to/OO
05109106
05109/00
05109106
05109100
05/0ll/06
05109106
05109106
..
f-' i i II I " IJ III
A~counl: 194489
Daln: 06127106
Page: 1 01 2
Room;
Arrtval Dale:
Departure Ollla:
Frequen1 Traveler /0:
You worn chcckNl olll by:
YOu wllre C'.M~kllllln by:
B/lNQUEi FOOD
8ANOUET rOOD
BANQUET FOOD
BANQUET FOQD
BANQUET FOOD
BANQU~ ~ooD
19-,;, SERVICE CHARm'
SET UP "EE
601.. STATE OCCUPANCYl"AX
19",\, SERVICE CHARGF
0% STATE SALES TAX
BANOUET FOOD
117'k SERVICE CHARGE
6"(. STATE SALES TAX
AMERICAN EXPRESS
BANQUET FOOD
eANQUET FOOO
BANQUET FOOD
BANQUET ~OOO
BANQUET FOOD
BANOUET FooO
T~" SERVICE CHARGE
COMFORT SUITES, CARLISLE
1 0 SOUTH HANOVER STREET
CARLISLE. PA 17013 USA
(717) 960-1000
gm. pil266@ChQlCohoiolScorn
LUNCHEON SCHWAB
CARLISLE, PA 1701~ US
AM~R1CAN EXPRf:SS
-150.00
AUT: .<lOOOOOOO(lOO( 1007
1 CHEESE DISP\..AY 0 125.00
1 VEGGt!;' TRAY @ 90.00
1 ROAST TIJRKEY BREAST 0 85.00
, ROASTED PRIME RIB 0 270.00
2 I 1n GALLONS OF COfFEE 0 24.00
6 PITCHERS OF SOOA 0 3.50
1~ SERVICE CHAAC3E
Sr:T UP FEE
lJ% STATf OCCUPANCY TAX
I CARVINO FEE <<) 35.00
fl% STATE SALES TAX
1 MORE COFFEE 0 2".00
ADD ON COFFEE
e% STATE SAlES TAX
AMERICAN EXPRESS
125.00
/)0.00
A5.00
va 00
48.00
2100
121.41
5000
3.00
35.00
47.7":"
2400
4.56
1.72
71G."1
Acel: '(J()oooooooood007
1 CHEESE DISPLAY
1 VEGGIE TRAY
1 ROAST TURK~Y BREAST
1 ROASTED PRIME RIB
3 GALLONS OF COFFEE
6 PITCHERS O~ SODA
19'Y. SERVICE CHARGE
125.00
00.00
75.00
270 00
48.00
?1.00
1111.51
Room .
Approval Number: 009100
Cnrd Type: MC
Dille: tllZ712OO6
Card Number: ----,47;'
Tn1.11: 1183.5?
Arri"aJ DAIA'
Depsnure Dale:
AcCOUn1: 1114489
FroQUont Tr.lVclcr 10:
I' p:lyTTlcnl by cretlrt cud. IlIgree 10 pel' In. .boIIa 10000t d1;trgo amoum nccording 10
tne co,d ",eullr ~r__1\1 A PLATINUM AWARD WINNER 2003-2004
Fodcr.ll T;)J( 10 II 25-1806453
@@~y
3469
"+;6/2006
34?:J
.:.j-! ~ 3i:200t3
35"18
5/'15/2006
(; ., p ('
'1,' \ Ti
Type
Invoice #
--~ -_._~."----
P,i\Y
(\ ~< > t- 1 L t, )
STEPHE
T
L..
B
() ()
_\ '1 T () J{ ~" I.:." \ '\, IJ C ()l'< I. i i. \l l( . \ L \ II
\~' \\' \V P R ,\ C T j (' .'\ I C" () U :\ :} L L (' "",
1 - I' ;
Client
Check Number
----_.,---~--,.,------_.,----~._--_._--
Schwab, OA (EA)
PAY
Payment - :h2nk you
Schwab, DA (EA)
Payment - thank you
Schwab, 0,1'1. (EA)
I'i(i
\la~ue
::;:(,,;,';
)'.,)'...1
p ( 2(3--'iSt,()::)
Dr,',!
f M.I
Payment - thank you
Schwab. 01',. (EA)
P,~Y
Payment, thank you
P R 1\ C TIC t\ r. C () U N S F 1 'l< ell R \ S T I ;\ N PI'. 1l.:'l P I.: iT! \' ,_
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cunilierland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
SCHWAB DON A
Estate File No. :
Paid By Remarks:
2006-00057
ELIZABETH M SCHWAB
CMM
Recetpt Date:
Recelpt Time:
Recelpt No. :
1/19/2006
15:43:26
1043122
------------------------ Receipt Distribution ------------------------
Fee/Tax Description
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
AUTOMATION FEE
JCF FEE
Check# 566
Total Received.........
Payment Amount
610.00
15.00
24.00
5.00
10.00
$664.00
$664.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Rece~pt Date:
Rece=!-pt Time:
Recelpt No. :
4/07/2006
14:36:21
1043945
SCHWAB DON A
Estate File No. :
Pa:_d By Remarks:
2006-00057
STEPHEN BLOOM, ESQ
RSK
----------------------------- Receipt Distribution ------------------------------
Fee/Tax Description
SHORT CERTIFICATE
Check# 003920($27)
Total Received.........
Payment Amount
12.00
Payee Name
CUMBERLAND COUNTY GENERAL Fu~
$12.00
$12.00
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Regis~er Of Wills
One Courthouse Square
Carlisle, PA 17013
Receipt Date:
Rece~pt Time:
Recelpt No. :
5/04/2006
12:12:40
1044247
SCHWAB DON A
Estate File No. :
Paid By Remarks:
2006-00057
SCHWAB MICHAEL J
MG
------------------------ Receipt Distribution -----------------------_
Fee/Tax Description
PET LTRS ADM OTHER
SHORT CERTIFICATE
Check# 778
Total Received.........
Payment Amount
20.00
48.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
$68.00
$68.00
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
May 5, 2006
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Stephen L. Bloom, ESQUIRE
RE:
Don A. Schwab, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
---------------------------------------------------------------------
---------------------------------------------------------------------
Advertisement inserted on following dates:
April 21, 28, May 5, 2006
Advertising Cost
Proof of Publication
$ 75.00
$ 0.00
$ 0.00
$ 75.00
-------------
Second Proof Request
Payment Received
Total Amount Due
$
.00
Payment received April 18, 2006
by Becky H. MorgenthallExecutive Director
1'\:1: I Mil" I nl;) r-VI'\: IIV'" rvl'\: 'VU"- "-J;;'-'V"-L./.;J
REMITTANCE ADDRESS I BILL TO
THll!: SENTINEL - LEGAL ATTORNEY AT LAW STEPHEN L. BLOb]
P.o. BOX 13 0 , CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BILLING DATE LINES
304743 10 PUBLIC NOTICES yeagd 04/26/06 36 * 2
AD DESCRIPTION START DATE STOP DATE
NOTICE LETTERS TESTAMENTARY ON THE 04/11/06 04/25/06
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 130.68
TOTAL AD CHARGE 130.68
3 PROOF OF PUBLICATION 01PRF 6.35
DA YS RUN
PURCHASE ORDER PAY THIS AMOUNT 137.03 164.44*
DON SCHWAB
M
. AFTER OS/26/06
MESSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Tammy Shoemaker 243-2611, ext 203.
Fax your legals to 243-3754, attention Tammy Shoemaker
You can also EMAIL yourlegaltoClassifiedads:classified@cumberlink.com
please send a cover letter including your name and address as an attachment
DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEL - LEGAL
POBOX 1:50 CARLISLE PA 17013 DON SCHWAB
. .
AD NUMBER CLASSO START DATE STOP DATE
304743 PUBLIC NOTICES 04/11/06 04/25/06
AD DESCRIPTION BILLING DATE TELEPHONE NUMBER
NOTICE LETTERS TESTAMENTARY ON THE 04/26/06 717-249-7717
GROSS AMOUNT OF
164.44
DUE AFTER OS/26/06
TOTAL AMOUNT DUE
137.03
ENTER AMOUNT ENCLOSED
ATTORNEY AT LAW STEPHEN L. BLOOM
2100 LONGS GAP ROAD
CARLISLE, PA 17013
1,1,11111,111111,1,111,11,1111,1
20200000003047430000000000000001644400000137030