HomeMy WebLinkAbout94-00324
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PETITION FOR I)ROHATE and GI~ANT 01; LETTERS
. ;2J~fjj.~_I,~~!i__.__.
I~vlal(' oj .Cl\!..P.~R. H".S.lIl\11l>!9., _..:rH! .....
a/so knoll'n as .......... "_....._''. ._____._._.."
No,
To:
__...____..__.._..___......_ ......_.._. . ._____ _....___._ .__u
-.-"......-.- ....-..------4-. _...m..~ Deceased,
Soda/ Security No, __J.,,2':?~.::LO).2.___..__
)(eghter of Wills for the
County of .C.UMlJ.E.IUillND.._. In the
COlllmonweahh of Pennsylvllnln
The pelltlon of the nnderslgned respel'lfnlly represents thul:
Yonr petllloner(lI), wholsltl(O(IH years of nge or old;.r 1~~t~:.'::\:c.;I~.g~-=-::_:.::-:::::..:=-n~lyed
Inlhe Illst will of the nbove decedent, dllted ..J1gy_l.;,L__..___. . ,19_
nnd codlcll(s) dnled __NONE _ .__.________
(Hate relevant drCllllutam:es, e.g, renundl1l!on, death of e~t.'cutur, etc.)
Decendenl was domiciled III death In Cumberland--------- County. Pennsylvanl~, with
h i8-:.:::.lasl family or principal residence at 4701 Trindle Roag, MechanicsbUrq,
Eennsy 1 VCUliL--UM.m.\liiu.L\"0 .
(lht streett numher Ilnd II1l1l1cipulllY)
() d I 64 f d'd April 1----------..--- 1994
ecen ent, lIen ___ years 0 age, Ie __________.___., ___,
at.AlQJ. Tr indle Road. Mechanicill)urq. Cumber land Countv, PA . ,
Except as follows, decedent did not murry, was not divorced and did not have II child born or adopted
after execullon of the will offered for probate; was not the victim of a killing and was never adjudicated
Incompetent: _ NONE .__._..______
Decendent at death owned properlY with cstlmlltcd values as follows:
(If domiciled in Pa,) All personal properly $..1..9J2.JlQQ..___
(If not domiciled In Pa,) Personal properlY in Pennsylvania $.
(If not domiciled in Pa,) Personal properlY in County $._
Value of real estate in Pennsylvania $ 100 , 000
situated liS follows: ---1l.Q.l East 'l'rindle Road ,-.!iiill'B.9.<;1!L, Township,
_~.c.hi.\nicsburq, Cumher land Countv. _Pennsyl vanla
WHEREFORE, petilloner(ij respectfully rcquest(s) the probale of lhe lasl wlllllllli(lcaa:ll_
presented herewith and the grunt of lellers testamen.tary--:------------------
theron,
(lesIIIIIICIl[lIry; ndlllinislrlItion C.l.lI.; administration d.b,n.e.I.1,)
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'tl ,8 111 NortlLE.ront....5.tr.ef! j'
~.~ P. O. Box 889
_ 11 _ ._.___________
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OATH 01<' I)ERSONAL REPRESENTATIVE
COMMONWEALTH OF I'ENNSYI,VANIA l,~
J s,~
COUNTY OF CUMBERId\NJL_____.._. .
The pelitioner(~ al1llVl'.namcd swear(s) or affirm(s) tlwllhe slalcments inlhe foregoing petllionare
true and correcllo the hc', "I' Ihe knowledge and helieI' "I' 1ll'lilioacrblJ and Ihat as personal replesen.
lative(s) or Ihe IlI1lll'l' decedl",t pelitioncr(s) will \\'e!!.~lIld~r v administer Ill::. cl'ale ac~ordlng to law,
Sworn to 01 al fnmed, ,illl.! suhscrihcd 1 C'A / (./.l 'J:.,j~6}1:7I:i,:~/L. ~
hcfOll' mc this. 'J . day 01 . II. Jj3S' PlJi~IEPF . Rr{1- t_. . __. ,~'
~'Ill~~7?71Z~:(:,~:#~~,(\eljfto o./.<}. t_ .' -.-- ~
. MIIRY(,r:. LEWIS /It'gill.'1 'n (, i2
It I .- 0..)(,;5 ~ '-"
Hl05l1U1EV 11.18
Inl'ORTttl9
CUHlfl(;AH UOOJ
Wl\flNINn: 11 In ll.lUIIII TO lilT Ell nlln COpy on
TO DUPl.ICIIH I1Y 1'1101051111 011 PIIOl()(lnIlPIL
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENr or HEAL TtI VITAL RLCOROS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO, 2166872
1-/- 5"'.. ~(
---,.t. 01 htuiOTTrill r..ttlIIClllion---
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Name of Decedent.~ 1~__.__ __:t.LII~a.-"- tll...,,,..___..X.~L.q...-~j,y,k1:t /'L..
~~I I,I.lill" ~- ,
SeK _liJ_.___soclal Security No.__Lt{ :,'~~'.:: hlJ ----IT Date of Death I L-L; If 1i
Date of Birth .ft.l-:l",.-1Jd:,.J_ Blrthplaco"..__.. ....--&t. L.'tfL""''._..______.._____.
1 /., . I ) Y of' --1---
Place of Dea~h j 7 t> C""{;.~Ljt,~--_~,~~J I --Jj(Jdl4~;~~ ,,(,C7.. '_.Jenn~l\'Ml!fl.
Race {U /~.__. O~cupatlon -----J;1.IU\<.-~-'==-.-.-.---- Armed Fo ces? (Yes or N ~~__.
Marital Status .iJk"1'wLt.t" _ ~~fl~~;~ddress .i.?d.J..Z;:...J.Cs:..-,l:i~n.-iJi<.,,4!:=I.L.~ ~~.
Informant ~~i cL7Zt2~t~ .:.-...--- FU'~':~'~I Dlrocl9r jJ:j~L./r?tl",,,';j~1l.---""" .
Name and Address of . / ..J ), t 2.
Funeral Establishment ~,'r!Li,y-!....__,i..f::._..-'{!:J'1!.t:..~LL.:.___ -.-L~1' '/ t[
: Inter al Between
: Onset and Death
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Part I:
Immediate Cause t ~
(a) (I-, d I._.!_&-.:....____________.____....______.___._
(b)
(c)
(d)
Part II: Other Significant Conditions
Manner of De!V":
Natural P-f Homicide 0
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determined 0
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A"'~:" I:': I:'rtl~ :::, :~~"j"m~" h':'~';': ,,~:,~:,,~ ~::;;,:-~; =.., ""III"". ,,-
death duly flied with me as Local Registrar. T,j1e original certificate will be forwardod to the State
Vital Records Office for permanent filing, ...L) ,} J:i ' . I
((C,.U.L ':.', ,v Za.222
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~,lrrls1.jUf;~t-f~tv.,;~,\\i',t..1-f- -- --.,........ .-- ---n..I;,lni0;1~,;iji, I(JYlfl~h7I~--.
Describe how Injury occurred:
--oiliii~"I~ll(l toy t t)l'II~~'li-;;;---
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21 . 94 . 324
R"~GlSTER Oft' WILLS 01<' COUNTY
OA TH 01<' SUBSCRIIUNG WITNESS
//
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..-_._--_._-~---_._.
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elldicll .
(each) a subseriblnG witness to .the will presenled .herewlth, (each) bclnG duly qualified according to
law, deposc(s) and say(s) that.' present and saw
,
the testal___ , slglllhe same and tlllll __ . siGned as a witness 8tthe
request of testal_ InIL...c.- prescllee and (hl.the pre.\ence of each other) (in Ihe presence of the
other subscribing wilnesi{cs)). "
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Register
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"'-, (Name)
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(Aittl~)
Sworn to or afllmled and subscribed before
me this day of
/,'
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(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON.SUBSCRIBING WITNESS
DONALD W. SHULTZ and ROBERT L. LEHMAN--------------------
(each). a subserlber hereto, (each) being duly qualified according to law, depose(s) and say(s) thnt
he is------------- familiar wllh the signature of Calder R. Shammo, J~.
xOOl!tlclt
testal..Q~ of (llDC(lOfodloo!illbisla:lbilllr.lI'lWl~xOO)( the will presented herewith and
lfd(JK;l
that he------------------- believes the signature on the will Is in the handwriting of
tcstat~ ~ilI~lI\'IlIixIlftt1:nR6<<XIlC;oMUqlllClDlleililmNtJIlNmJtJbol< ea] de r R. Shammo, Jr.
>'M(\jllik
l\lllllexDs~IIlHlltlClll~toIlIlXl$>>KalKll4Ild*NIiM~-
to the best of _his-=.~ knowledge and belief. i ~ 4J./ jJ/l ""k
Sworn to or affirmed and subscribed before __ ~ .t2__
methla 5TH dl\yof II ( /.IlJ ('J~F))",r.' tr!'JI/t/n1f./.f,/t.,r.I/I;}'f-
APRIL IiJ 17;' ~ 0 I I I, It- 1.'/' . 7 ''7, /1 Off>
7lku.1J- C. Mu'.Lv(~) (tU.J '/lJ(J;(:o~ /~) ; --1-. (~d9IJsSt j) /)
MARY{/C. LEWIS Reg/stel--7f!1K~~{,.-1Sr~ oz.>..A:'/M1.NW
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,.:J~t1A~~~~dJ ~:1-<""'" /),.:j I 7 A I)
(Act/tress) ) r', .'
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,lames 'C. Reath 7911 Molly Pitcher Highway, Shippensburg, PA 17257,
Doris (Reath) Rife 253 Briar Lane, Chambersburg, PA 17201
Louise (Reath) Short 636 1/2 Broad Street, Chambersburg, PA 17201
Masonic Lodge Perservanoe#21 % William A. Drumheiser, Secretary
7470 Chambers Hill Rd., Harrisburg, PAl?lll
Zembo Oriental Bank c/o Ted Vanderslice, President
Zembo Temple, .3rd. and Division Streets
Harrisburg, PA 17110
William H. Taylor, Sr. Deceased
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FOR DATE!) OF OEATIl AF'TEH 121111111 CHECK HERE
IF A SPOUSAL 0
POVEflTY CREDIT 15 CLAIMED
FILE NUMRER
,
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
r.OlJNIVCOOr
REV4l!OOE,I( . (11-1i11)
COM~P~A');~W ''r'if,';r ltWbrANIA
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IIArHlIS unn, 'IA 11 128.061!l
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DFcr.()nll'~ NAME (l.A5T, nr\!lT, AN:) MIt>Ul.E INITIAl.)
Shammo, Cl,lcln r
R,
DECEDENT'S COMPLnr. AOOf{ES<;
4701 E. Trlndl. Rond
MedHllllcshurg, I'A 17055
SOGIAlSEr.unITYNUMEiEIl
194-26-7039
I X 1, OriginAl Relurn
~ E 0 4, L1mltod ESlalo
E 0
C C
K ! ~ []J 6. Docedenl Died Teslalo
l (Allach copy of Will)
Coullty
Cumberland
03.
([] 5.
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,1-94-0324
YEAR
NUMBER
~ulure Inlorosl Compromise
(for dalos 01 doolh aflor 12. 12-021
Decedonl MalnlAlned A Living Trusl
(Allach a copy of Trusl)
Remalndor Rolurn
(lor dnlOs 01 doolh prior to 12-13-02)
Fedornl Estalo Tax
Rolurn Roqulred
Tolol Number of Sofa Deposit Boxos
041,
07,
o 6.
C P All CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0
R N NAME COMPLETE MAllIt-HlAOORESS
~ ~ James G, Morgan, Jr, Hepford, Swartz & Morgan
S N TElEPHONE NUMBER 1',0, Box 889
- T 7W234'/,121 Harrisburg, 1'1\ 17108.0889
1. Roal Estate (Schadulo A) (1) 370,000, ~
2. Slacks and Bonds (Schodule B) (2) - 226,295, W'~. ~
3, Closely Held SIOck/PMnershlp Inloresl (Schedulo C) (3) No!!!, ..
4, Mortgagos and NOles Recelvabla (Schedule OJ (4) 80,000, t!o " 0
5, Cash, Bank Deposits & Mlscellanoous Parsonal Properly (5) 1/18,673, ~jj. n
~~~a~ n. ~
6. Jolnlly Ownad Proporty (Scl,odulo F) (6) No~ "
7, Transfors (Schedule G) (Schadulo LI (7) _ None f/
8. Tolal Gross Ass at. (Iolalllno. 1-7) :0 c:: (8):"':
9, Funeral Expense., Admlnlslrallve Costs, Mlscallanaous (9) 103 , 267 . ~;4 J:>,
Expensas (Schedula H)
10, Oobls, Mortgage Uablllltes, LIens (Schodule I)
11. Total Deductions (Iolalllna. ~ & 10)
12. Nel Value 01 Estale (IIna 8 minus line 11)
13. Charitable and Gova",manlal Bequosls (Schadule J)
14, Net Value Sub ect 10 Tox (line 12 minus line 13)
15, Amounl 01 line 141axable a18% ralo
(Includo values from Schedule K or Schedulo M,)
16. Amount of II no 14 taxable at 15% rale
(Include valuos from Schadula 1\ or Schadule M,)
17. Principal tox due (Add lax Irom IIna 15 ond frem IIno 10,)
16, Crodlts/Sp Poverty Prior Paymanls Discount Inlarest
0,00.56,000.00. 2,9/,7,37 0,00
19, II line 181s grualer Ihan IIno 17, enler Ihe dillorence on IIno 19. This Is Ihe OVERPAYMENT.
~ 0 ~heck here II you Ire requastlog a rolund e' your everp~
20, II line 171s greater Ihan line 18, enler Iha ditlarance on IIno 20, This Is Iha TAX DUE,
A, Enlor tho Intorest on Iho balance duo on line 20A.
B, Enter Iho totol of IIna 20 and 20A on line 20B, This Is Iho BALANCE DUE.
Make Check PI able 10: Re Ister 01 Wilts A ant
~ ~ BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ .
Un'" PO",""." P"J"'y,' ,,,,,.. thAI' hm "'mlno, 'hll"'",n, 1001"", ""om'InYIn,"h",r"an' ".'.mon'" 'nd" Ih. b". o' my .,,,.,.d,. an' "h.I, "",,,,,
corrlct <'ltld complele, I decl,u'lhlt 411 ,,,.111111. hu bun "pn/lId IllttUIl marke' VAlli'. O'CIUlllon of pr,pa,,, olh" than th, pllsonal teplellnl"tl~' II bU.d on III Infolmallo/'
01
WhlchprIP,UlrhUanVknowl.dPI.
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(10)_
5,1,03,60
(15)
(11)
(12)
(13)
(14)
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A
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(16)
596,891,61, X,16.
(17)
(16)
(191
(20)
( 20A)_
( 20B)
ADORESS
(,,)
Snllware,lnG.
i iT ii: 'f.i.~',it' S.tr~~.t.............."'.............
il;;L:risi;tiii:' P~'linsyYvai1'l~" 'i7 i1ii............"'
AOORES!1
ll.c:p.f~.r.'! I. :S.,!/!!'.t:.7:.~. .f!~!'r,I!'!.......................
p,O, Box 889
ila":ris'blii.g',"'j'ii" iYios':oliB<;"' .=..............
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~~1il1969, 87
108,671. 25
716,298.62
119,406,98
596 , 891. 64
0,00
89,533.75
89,533,75
58,947dZ..
0,00
30,586.2.8_
0.00
30,586,38
OAT(
/).'.2 :J.'f'(
-'-
DATE
1,)-c)J - P l(
Form 1500 (Rft',', 11491)
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PLEASE ANSWER THIi FOLLOWING QUESTIONS BY PLACING A MARK (Xj IN THE APPROPRIATE BLOCJ(S.
Vl!8 NO
1, Old decedent make e treneler and:
a, retain the use or Income of the property trsnsferred , , , . . , , : . . , , . . . , . . . . , . , ,'. . . , . . . ". . . , .
x
b. retain the right to designate who shall uselhe property transferred or Ita InGome, ' , , , . . , , , . . , . , , , . . , . .
x
0, retaJn a reversionary Interest Of, , . . . , . . ,.'. . . . , , , , . , , , . . . . , I . . , . , , , , , . , . " , , , . , , i
x
d, receive the promise lor me olellher payments, benefits or care? . , . , . . . , . . , . . . . , . . , . , . . . , , . . ,
x
a. It death occurred on or before December 12, 1992, did decedent within two years preceding death
transfer property Without receiving adequate consideration? II death occurred aller December 12,
lY82, dlef decedent transfer property Within one year 01 death without receiving adequale
consideration? . . . . . , . . . , . , , , . . . . . , . , . , . . , , , . , , . . , , . . , . . , , , . . . . . . , . . . , .
x
3, Old decedent own an 'In truat lor' bonk accounl at his or hor doath? . . . . . . . . . . , . , . . , .. . . . . . . . . , . ,
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN;
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'Copyrl.M(c) '"' farm .1I#1WI'. only Clnt., ,Pi'Ot Softwar., lno.
Form 1800 (Aoy, """I
,
AEV4U02 EX + (12-151
COM~'m1~~~Fc\WJYbYANIA
!8TATl! OF FILl! NUM8eR
Calder R,Shammo , Jr, SS# 194-26- 7039 04/01/1994 21-94-0324
(Propelty lolnUy-owned wtlh Right 018urvlvor.hlp mu.t b. dl.clolld on Sch.dul. F) All rll' ....t. .hould b. r.ported It lair mlrtl.t vllu.
whloh I. dtftnlld II the prlCI at which propelty would bl exchanged bltwlln I willing buyer Ind. willing IIlIar, n.,ther b.lng comp.lI.d to
b or 1111 both havln r...onabll knowfl 01 thl III.v.nt '.0",
ITEM
NUMBER
1
SCHEDULE A
REAL ESTATE
DESCRIPTION
VALUE AT DATE
OF DElI TH
370,000,00
Property located at 4701
East Trindle Road, Route
641, Mechanicsburg, Hampdnn
Township, Cumberland County,
Ponnsylvania, Consists of
Apartments - Office Limited
District (Sale Price)
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(II more apace la needed, Inaen Iddlllonal eheete 01 nOlO elze,)
Copyright (e) 1181 form lo'tWIt' only C.nlllf Pilei SOHWA,." Inc.
. 370 000.00
Form 1100 Soh.dull A (A.", U"U)
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Estate of: Calder R, 'Sharnmo, Jr, SS# 194-26-7039 04/01/1994
CONTINUATION SCHEDULE
Continuation of Schedule E
ITEM
#
DESCRIPTION.
VALUE AT DATE
OF 'DEATH
settlement
16 Refund from Capital Blue ' 48,00
Cross
17 Refllnd from Erie Insurance 3~4,00
on automobile insurance ' ,
policy premium , :1:
18 Refund from Sammons ", 10,.39
Cornmunicat ions
19 Refund of sewer bill 12,11
pre-paid through 12/31/94
dlle at settlement
I' ' '.'
20 Refund of refuse bill 18,,26
pre-paid through 12/31/94
due at settlement
21 Refund of county tax from . 27.73
12/14/94 to 12/31/94 due at ,.,
, "
settlement
,"
22 Refund of school tax from 1 ,3'21.25
12/14/94 to 06/30/95 due at ,
settlement
23 Rent received from Donald W, . '.'" ,2,0,00,00
Shill tz for April, 1994
"
24 Ring with diamond ,. , 1,700.00
. (consistory) ,'.'
25 Gold ring ." 'j, 30:00
,
,
, 26 Social Security check 'for 813,00
Maroh, 1994
..............
" 6,344.14
, "
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Eatats of:
Oalder R,
Shammo, 'jr,
SS# 194.26.7039
04(01/1994
ITEM
,#
OONTINUATION SCHEDULE
Oontinuation of Sohedu1e H.C
DESORIPTION
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AMOUNT,
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42.1726',98
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IItate of. Odder R. SIl.mmo, Jr.
ITEM.
NUMBER
6
7
8
9
SS, 194-2d-7039
04/01/1994 .
CONTINUATION SCHEDULE
Continuation of Schedule J
NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests
RELATION-
SHIP
AMOUNT OR
SHARE OF EST
. LOUise (Reath) Short
636 l/? Broad Street
Ohambersburg, PA 17201
Cousin
6.66' residue
Masonio Lodge perssrvance '21
c/o William A. Drumheiser, Secretary
7470 Chambers Hill Road
Harrisburg, PA 17111
6.66\ residue
Zembo Oriental Band
.c/o Ted Vanderslice, President
Zembo Temple, Third and Division Streets
Harrisburg, PA 17110
6.66\ residue
William H. Taylor, Sr. (deoeased)
5034 Erbs Bridge Road
Meohanicsburg, PA 17055
Frie!ld
0\ residue
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CLAIM AGAINST ESTATE
DECEDENT: . CALDER R. SHAMMO, JR.
CLAIMANT: SAMUEL A. WEYANT, JR.
AMOUNT: $12,332.00
BAns OF CLAIM: Personal services provided to Decedent by
Claimant. During the years 1962 through Decedent's death in
1994, C]aiman~ provided the following services:
a. Preparation of breakfast and dinner on a d~ilY
basis,
'b. Grocery shopping weekly,
c. Transportation to drug ,store, doctors, post office,
market house, and shopping centers.
d. Washing' dishes, washing and waxing automobile.
.e, General cleaning around house and store,
Claimant requests payment of $),,000,00 per year for 1982
through 1993, and $332.00 for 1994.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
thi81'lighth day of september, 1994.
SWORN TO AND SUBSCRIBED
HE~'ORE ME THIS EIGHTH
DAY OE' SEPTEMBER, 1994,
.\
"
. >-1~/~RLAND .
Register of Wills oflGaupllni:~ County, pennSYI~jQ) lPlf
INVENTORY
c...
..
~
.
Estate of
CALDER R. SHAMMO, JR.
No,
1994-00324
also known as _
Date of Death April 1, 1994
,Deceased Social Securltv No, 194 - 2 6 -7 0 3 9
H. Joseph Hepford
Petlonal Repreuntlllvo(.) of the above Eliott, daouud, vellly that thll Horns appearing In tho following Inventory Inolude all
01 the pfu.onal.u'l$ wherlve, ,Ituate and all 01 the roal utal. In the Commonwoallh of Pennsvlvanra of uid Deoedent, that
the valuallon plaoed oppalllO llIoh llltm 01 Il8ld Inventorv rapruontti 1111 fair value II of the data 01 tho Dooadnnl" death. end
thai Deo.dent owned no rldl altll. oUI.lde of the Commonwealth of PannsyllJsnla el(oopt thel whioh appoe,. in II memorandum
.t the end of lhi,lnventory. INla vltrlfv that the .tatemant. made In lhlslnventorv Ira 'rue and OOHOOI. IfWe undarltand Ihel
fel.. Itatamentl heteln .ra made liIubjeol to tho panallloll of 19 Pa, C.S, Sootlon 4904 relating 10 unswoln la/.i1jaatlon 10
aUlhotitlol,
I,D, No"
06897
Personal RoprosonlallV<<l:
--n-~~
889 - DOlod b.. ~ ~..Ji.ii:---=
Name of
Allorn.v:
James G. Morgan, Jr.
Add,..., 111 N. Front St., P.O. Box
~risburg, PA 17108-0889
T.I.phone: ( 71 7) 234-4121
08lorlption
Value
TOTAL INVENTORY - SEE ATTACHED SHEETS
PQ le! :01
g. ;~
!!l ,,: Cl elL,
~ft n.
~'.'. C":l iD 9'
" N " a.
p" ...., ~iQ
i!:I -=.=;:....
J ~J ~(l)
.~ iiio
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(Al
IAllael' Addltlenal Sheets if necessary!
ToIHI: $823,528.03
===========
NOTE: The Merner'Mum 01 retl IUI'1a (fuUlalllhll ~ommOllwlllllth Oll'lllUlIVlvftlll,lll1ll~, It! the nlllCltol' (11 UII' IlIq~,t!I,,1 P'IIlI",liill,llt.I1 ,I" I.!,II
the vtll" nl uoh 111m, but .uch flgulllI thould flot hll t1klllnt1nr1lnlo Ihe 10lftl ollhn hlYlIllllllv
, .
,
.
,
INVENTORY
Estate of I
Date of Deaths
County I
Calder R. Shammo, Jr.
April 1, 1994
Cumber land
. ,
,-~-------------------------------"-------------------------~-----------
Cashl
1 Cash on person
229,00
2 cash in bedroom
12.13
3 Farmer's Trust, statement savings account
#003-011546/ Created 2/1/73
120,407.25
4 Farmers Truet, Checking Account 11-10493/ Created
6/1/71
541.48.
5 Farmers Trust, Checking Account 14-91136/ Creatsd
6/1/71
323.89
6 Farmer's Trust, accrued interest on statement
savings account #003-011546
9.~4
7 Paul Revere Life Insurance company, refund of
premiums
35.03
8 Legg Mason, interest on account 1500-5772-1-1261
1,954.96
9 Legg Mason cash account
337.22
48.00
10 Refund from Capital Blue Cros~
11 Refund from Erie Insurance on automobile insurance
policy premium
364.00
.12 Refund from Sammons Communications
10.39
13 Social Security check for March, 1994
813.00
""1-------------
Subtotal
125,085.59
Miscellaneous Personal Property I
14 1989 Cadillac Brougham (Sale price) 11,700.00
lS 1862 Silver 3 cent coin 30.00
16 Antique Oer inger hand gun 50.00
17 Household furnishings, Sold at Auction 6,292,50
,.
~
-1-
INVENTORY
Estate of,
Date of Death r
Countyr
Calder 1\, shammo, 'Jr.
April 1, 1994
Cumberland
.... -..- -... ...- -- ----................. ---...... --.............. ---...... .'O............... _..._ __ __... ......_...________ ___ ____
18 8evereges in house (sale prioe) 344.00
19 Ring with diamond (oonsistory) 1,700.00
20 Gold ring 30,00
--------.....----
Subtotal 20,146,50
Stooks/Listed,
21 495 shares, First Maryland Banoorp
12,065,63
22 600 shares, Barolays (oorporate unit)
13,650.00
23 1700 ahares, Duff & Phelps Utility
21,887.50
24 2240.143 shares, Eaton Vanoe Pe~nsylvania
25 1765 shares, Gabelli Equity Trust Inoome
23,140.68
18,753.13
26 385 shares, National Westminster (Book Entry Only)
8,662.50
27 1000 shues Pelln Power & Ligh~
23,000.00
28 713 shares, Texaoo Capital LI.c PFO by Texaoo, Ino.
15,686.00
29. 1000 shares, Van Kampen Merritt Penn Munioipal
Inoome Trust
12,625.00
......----------..-
Subtotal
149,470,44
Bonds I
30 $25000, Derry Township PA Sohool Distriot 6.2\
26,479.,50
31 $50000, South Whitehall Township PA 6\ oallable
50,346.00
......_14__________
Subtotal
76,B25,50
Mortgages and Notes ReoeJ.vabler
V-l1l47 EX AFP (12-94~
COIlHOHWEAL IN OF PfNHSVl VANIA
Il€PARlHEHI OF REVEHUE
IUREAU OF INDIYIDUAl lANES
1l€~I, 210601
, HARRISIURG, PA 17121-0601
ESTATE OF SHAfolM FILE NO.
DATI! OF DEATH 04-01-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUSHIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYNE NT TO THE REGISTER OF WILLS. NAKE CHECK PAYABLE TO "nEGISTER OF WILLS, AGEHT"
REMIT PAYMENT TOI
..,. .... _....~,. ....,-..~..
Il;' J03../.;
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ACN
101
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE ON UISALLOWAHCE
OF DEDUCTIONS AND ASSESSNEHT OF TAX
JAMES G MORGAN JR
HEPFORD ETAL
PO BOX BB9
HBG PA 17108
DATE 03-06-95
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r
J
Anount R..ltled
CUT ALONG THIS LINE .. RETAIN LONER PORTION FOR YOUR RECORDS ....
iii"V: i54"i -iiC -A F P - i i 2":94 T - tioYi or -6 F "'"iN" Hiiii f Aifc! - 'fAx - iiP' PRA"i s iifENr;. A r. r6wilifc!. iiR' - - -...." on - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHAMMO CALDER R FILE NO. 21 94-0324 ACN 101 DATE 03-06-95
APPROVED DEDUCTIONS AND EXEHPTIONSI
9, F",,"rel E.p.nuI/Ad.. COllo/Nllo. E.pono.. (Schodul. H) 19)
10, D.bIo/Nortg.g. LloblliU.o/LlIno (Sohldul. II 1101 5,403.60
11, Tot.l D.ductionl (Ill
12, N.t V.lu. of Ta. R.turn (121
15, Chlritlbl./Gov.rn..ntll Boqu.ltl ISch.dul. J) (15)
14. N.t Velu. of Eltet. Subjlct to T.. (14)
NOTEI 11.n ......~.nt w.. issu.d pr.v!ou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will
r.fl.ct figur.s th.t includ. the tot.l of abh r.turns ..ses..d to d.t..
ASSESSMENT OF TAXI
Ii, Anount of Lin. 14 .t Spauool rlt. (l~)
16, AllOunt of Lin. 14 te..bl. It Lin..l/ClI.. A r.tl (16)
17. Alount of Lin. 14 t...bl. .t Coll.t.rll/Cl.lo B r.t. (17)
18. Prlncip.l TI. Du.
T AX RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1, R..l Eltato (Sch.dul. Al (11.
2, Stockl .nd Bondi (Sch.dul. B) 12)
S. Clooaly H.ld Stock/Partn.rlhlp Int.r.ot (Schedul. C) (51
4. Nortg.gal/Not.o Rlo.lv.bl. (Sch.dul. D) (41
i. C.oh/Bonk D.pooiII/Nllo, Paroonal Proporty (Schodul. E) IiI
6. Jointly Ownod Proplrty (Schldull F) (61
7. Trlnoflrl tSohldull G) (7)
8. Totel buh
TAX CREDITS I
PAYNENT
DATE
06-29-94
12-23-94
RECEIPT
NUNBER
MM886239
AA022644
DISCOUNT (')
INTEREST 1-)
2,947.37
,00
) CHANG.f;) Q
-e.' en
::i
(,
~~
_~ :0
~':7 (ll[
:,' r',
:., ,.}
..!..
370,000.00 ;j
226.295.94, I
0\
.00
80,000.000
148,~~.93 .~
:I' ;~. 00
. (..J
,00
(81
(.., L',
1124.969,87
103,267.65
1 nA ,;;'71 ,r;
716,298.62
119,406.98
596,891. 64
,00 X .00.
.00 X .06.
596.891,64 X .15.
11e1
.00
.00
89,533.75
89,533.75
AHOUNT PAID
56,000.00
30,586.38
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
,5-U1-(
89,533.75
,00
.00
,00
IF TOTAL DUE IS LESS THAN fl, NO PAYNE NT IS REQUIRED,
IF TOTAL CUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE
A REFUND. SEE NEVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,1
" ,
ReSERVATJONI E.t.t.. af dtaldlnt. dylno pn or blfar. Deoelbtr 1" 1..2 -- If InV future Intlr..t In thl ..tlt. I. tran,flrred
In pa....llun or .njo~t to CI,.. I (aolltt.r.l) blneflol.rl.. of thl decedent .ft.r the 'Mpllltlon of InV .,t.tt for
11f. or far Y.lrl, the Co..onw'llth hertbv .Mprtllly r...rvI. thl right to apprll,. IM~ .,.,.. trlnlf.r l~rltlnOt 'IMII
It the Itwful Ctl" . (oollltlrlU rite on II1V luch future Intlrl.t.
_OP
NOTICE I To fulfill thl r.qulrlMntl of Station 21110 of thl InhtrltlnCl end Eet.tl '1M Aot, Aot ZZ of 1"1. 72 P.I.
IlCtlon 21~O.
PAYMENT I Detach the top portion of thh Hotlel Ind ....It with your pIy..nt to t~ R.,hter of Willi prlntld on the rlvlr.. .Ide.
--""", ohlck or ..... orellr p."blo to, REarSTER OF MILLS, AGENT
All PIVlllf1t1 rtoelvld .hlU fJr.t b. IIPPlJld to InY Intlrllt which .IV be due with an", r...lndlr applied to thl tlx,
REFUND (CA)1 A rtfund of . tlM orldlt, whloh WI' not rlqueltld on thl 'IX Rlturn, I.Y b. rlque.tld by eOIPI.tlnt In ~Appllcltlon
for ,.f~ of PMlfI.ylvlnlt Inherltlnoe Ind Eltltt Tax" (REY-UU), APPUoltlun. Irt tVIllabl1 It thl Offlol
of thl AIII.tlr of Willi, Inv of the 23 Rlvlnul Dlltrlet OffiCI., or bv oolllng thl .p.olll 2~-hour
In'Wlrln, ..rvlo. nuMJer. for foru orderlngl In Ploo.ylvlnll 1-100-362"2050, outtld. Plnn.vlvlnl. and
wIthin 10011 Herrl.burg tr.1 (717) 7&7-d094, 'DO. (717) 772-225Z (Hllrlng Iepllrld Only).
OIJECTtOMtI Any p.rtyln Intlrut not utl.fled with thl IPprlhntnt, .UawWI or dlllUoweno. of deduction., or ........"t
of \1M (lnolucUng dltaount or Intlrl.tl II .hown on thlt MoUel llJ.t objlot within IlMty (60) dlY' of rlO.lpt of
thlt MoUo. bYI
~.wrlttln prot.lt to the PA DIPlrtl.nt of RIVenul, Ba.rd Qf Apptll., D.pt. 211021, Hlrrl.burg, PA 1712'''1021, OR
....lecUon to hlv' thl 'Itt.r dtt.r.lnld It ludlt of the ICOount of thl Plr.on.1 rl('r...ntaUvI, OR
".IIPPI.I to thl Orphan,' Court.
ADIIIN
IITRATlYE
CORRECTIONSI FlGtuel errore dJlcav.rld on thl. ......alMt .hould bI addr...ed In wrltlnl tal PA Dlp.rtatht of A.VInUl,
lur.1U of Inctlvldu.1 '1M.., ATTHI Pa.t A......."t R.vl... Unit, DIPt, ZI060l, Hlrrltburg, PA 171Z'~a'DI
Phone (717) 717~6S05. S.. Pili S of the bookl.t ''In.tructJon. for Inhtrltence 'IX R.turn for D AI,Ident
Dtetdtnt" CREY.15DI) for In Ikpltn.tJon of ~lnl.tr'tIVlly corrlOtlble error..
OIICOlAlT'
If any tlM due It p.ld "Ithln thrll (]) olllnd.r ...th. .f\lr tl\t dee'd.nt'. dlath, . flvl p.re....t (s;c) dhe~t of
thl tlM Plld It IlIowed.
INTEREST ,
Int.rllt h ehlrald bltllMlnl with flr.t dlY of delinqulncy, or nlnt (,) .onth. If'Id OM (I) d.y frOll the dltl of
delth, to thl dlt. of P'Yl4nt. TIM" which bIO... delinquent bifer. JlnUlrv I, 1"2 b.lr Intlrl.t .t thl rlt. of
Ilx C6lU Plralnt per IMU. oaleullted .t . dillY r.te of .DDD164. All t'MII which bla... dlllnquent on end ,ft.r
JlnUlry 1, 1'12 will bllr Intlrut It I rltl which will ....ry frol olllndlr yllr to o.llndlr Yllr wJth thlt rltl
announcld by thl PA Dlp.rt..nt of A.....nut. The IPPlletbl. Int.rl.t r.t.. far 1912 thrOU9h 1"& .r'l
!!!! Intlr..t A,t. D.lly Intlr..t Factor Y.!!r Interut Relt. DillY Internt Flotor
1912 20X .000511 1911 OX ,0002\1
1911 16X ,000111 I'lli-1m 1IX .000101
1914 IIX .000101 1992 9X .0002\1
1915 UX .000156 199\-0199\ 7X ,000192
1916 ID~ ,ooom 1995 ox .0002\7
."lntlrut It c.lculat.d II fallowl1
rNTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINqUENT X DAILY INTEREIT FACTOR
-"Any Notlel I..utd Iftlr thl tlM b.oo... d.llnquent will rlfllot '" Int.r..t elloul.tJon to flftttn (11) dlVI
blvond thl dlt. of the .....llInt. If p.y..nt I. IIde Iftlr thl Intlr..t eo.,ut.tlon d.t. Ihown on thl
Notlo., tddl tlonll Intlrut lU.t be clloul.ttd.
".' I , r\l "
, I,) .....:
III
..
4..,
,-
Ce,
:.;1
I, 1
f.J (" " \ I,
(1: I. ~il (jd
P_Of
IIOllrE,
I. fulfill lho rtqulrt_to .f ...1I.n 1141 Ib! ., tho Inhlrllonc. .nd Eliot. 11M Act, Acl II ., I''', (lIP,.,
.101Ien lIUI.
PAI'ltEHI,
Dttleh thl top portion of thh HoUct Ind lubIIU wHh vour pIV.lut to the R"lIt" of Nllh print.. on thl
rtV1r1t ..de,
n Hok. chock .r 110III' urdor ~...bl. t., REGIITER OF MILLI, AGEHT,
All plYHnU r.otlvld shill bt IPPU.. flrlt to .av Intll'..t which lev lI. due ..Ith '"v ,...Indtr .,,111. to thl "IC,
REFUND (eM)1 A r.fiN of . till ar,d" ..y bl requlltad bv aNP11t1nt 111 uAflpllOltlon far Rlfuncf of PtMlvhll1l,
tnhll'UInCII Ind E.t,t. TIM" (nY~Ulu. AppUntlonl.rt .Y.lllbll .t thl Offic, of the R.,ht" 0' tUlIl,
."v of the 2S RIY.nut Olltrlat Offlo.. or 'rol the PtftlrtHnt'. U-hour lIl.wer'", urylcl nUltbtrl 'or 'or.. order In,.
In P.nnevly."l. I-aoo-Uz-zoso, out.lde P.M.vlYlnl. and ..lthln 10011 Utrrl.bm, .tl' (111) "'-'09.,
IDD' (711l 771-1/11 lII..rln" 1...lr.d Dnh'.
OIJECTlONSI Anv p"tv In Intlr..t not uthflld ..lth 'hi .....I.ttnt of t.. II .t)O..o on Ihlt nolllll Ily obJ.ot ..lthln
.1Mty (60) diU of 'Iollpt of thl. HoUel bYI
....rltt.n pro'"' to the PA DIP""'"' of Aly.nu., flGlrd cf App..lt, '1.pt. nlOrl, Illrrltburl, PA 1111'-IOU, ON
....hoUn. to havI thl ..ttar d.tarlln.a It .urUt of thl Plttonll r'M","t,tIY., 0"
...,p..1 to the Orphanlt Court
AIltIIH-
1I1RAlIYt:
CDRIIECIION.,
F.otull "rorl dllcover.d on thlt .....llIIOt IMuld .11 eddrll'ld In "dUn. '01 PA O",r'.ent of RtVtnUl,
lurelU 0' IndlYldull Till", ATTHI (lolt A.......n' IlIvll" Volt, De,ll, nU01, I1tr,hbur" PA l1lll-UOI,
PhoM (17) "l-'SO'. S.. pe.. I uf 'hi bookl., "Inltruotlon. far InhlrHIM1C1 lu ~Iturn for I JlllleMnt
Oec.d,"t'. (RtY-UUll for .n 'lIpll{lIt1on af .u.lnh,,,tlvlly carrtotllhll "rO'I,
IHIUlIl,
Addltlon'l PlMlYlv",l. Eltltl 'OM .......d .., . rtlult of . tl1111f41 on 1111 f .d,,,1 1:1,," hll clo.tnA
I.Utr blcOlNlt cftl1n4Mnt It the IIIplrttlon of onl (I) IlOfl'h 'rotl thl dlt. ~hl flnel notln of the lne"..,
In rldlr.1 Eltltl '1M I, r.c.IYI..
'IJIC.. which bin.. dllln~t b,'otl January I, nl, bit' Int"..' .t thl "t. of II. f6;(' parcent per ~
cll1c:",hted ., I dillY retl of ,00016.. AU 'III" whle" 1110'" dllln~t p" or .ftar Jlnutlrv I, 19lZ ..UI bu'
Int""t .t , ret, which ~111 YIr!' frol eellnd., yur to eel'rld.r v..r Mlth 'het "tl Innounetd by the PA
Olptrtlltlt of RIy,nu,. rht .ppllolbl, Inl"..t r.t.. for I'" 'hrnuth It... ,UIl
'Wr 1"1.'.111 R.t. n.lI" Intllf..' '-.lIlllr XIII tnl..,... a.l~ n.ll" Inl.,..t ".lItrlr
1111 IU .OOD.U I"" ,x .aam7
1111 I~X ,001.11 "n'I'" IIX . aGaIn
.... m ,aaual 1'" 'X , 001,.,
IIn IJX .aau.. m.'I... IX ,aGOl"
I'.' lOX ,00117' ".. tX ,aDml
. -Int".., II cllcul.ttd II foll~1I
IHTElEAT . IALAHCE OF TAX UH'AID X HUHIEI OF DAYI OELIHQUEHT X DAILY IHTERElT FACTOR
--Anv Hotlu I..utd Ifter the till ble.HI. el.lln....,. "Ill refllet 110 In'I'lIt cllc:",I,Uon to flftlln US) diU
btvDf1d the dl" of the 1..."lInt, If PIVlen' II ..... I"" Ute Int"l.t Clo.,hllon dlt. lho,," on thl
Notice, Iddltlonll Intar..' e.ult bt Uhlllll'ttt.
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COURT or COMMON PLZAI 0' CUMlllLAHD COUNTY, PINNIYLVANIA
OIPhANI' COUIT OIVIIION
NO. 1994-003U
'lIlT AND ,INAL ACCOUNT
PLUS PROPOIIO OIITRIIUTION or H, JOIIPH HIP'ORO' EXECUTOR or THE
IITATI or CAI.DII I. IHAMMO, JR" OECEABlD
LATE or HAMPDRN TOWNIHXP, CUMIIILAND COUN'l'Y, PENNSYLVANIA
..........w..................~........~......w..........Q...............
Date at Doathl Apdl I, 1994
Date at Exeoutor's AI'PO I ntmllnt I Apdl 8, 1994
Oates at Advertisement or 1,1lttel'M I April 20, 27, and May 4, 1994
1Ipril 22, 29, and May 6, 1994
1\00ountin'ii Stated tor ths "admll April 1, 1994 to
May 31, 1995
.......P.~............~.M.......................aha..aa=a=.aceaa>>aaaD..=
Purpose ot 1Iooollntl
otters this Rocollnt to
transaotiona that have
/l, Jonllph /lerford, Executor
alJ(lualnt Interested parties with the
ocollrrod during this administration.
It is import.ant that the account bo carefully examined. Requests
tor additional Intormatlon or questions or objections can be
dllauusd withl
JamllD 0, Morgan, Jr., Esquire
Attorney Idontification No, 06897
HEPFORD, SWARTZ & MORGAN
P,O. Box 889
Harrisburg, PA 17108-0889
717/234-4121
GROSIl ESTIITE
(Principal Reoeipte t Inaome Receipts)
$
861,908.64
==nc=ca==a
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SUMHARy'OF ACCOUNT'
Estate of Calder R. Shammo, Jr., Deceased
For Period of 04/01/94 through 05/31/95
PRINCIPAL
Receiptsl Per Inventory Filed
This Account
Net Gain (or Loss) on Sales
or Ot~er Disposition
Less Disbursements I
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commiasions
Family Exemption
Balance before Distributions
D.istributions to Beneficiaries
,pr.inoipal Balance on Hand
For Information I
Investments Made
Changes in Investment Holdings
INCOMe:
'Receipts I This Account
Net Gain (or LOSS) on Sales
or other Dispo~ition
L.ss Disbursements
Balaqce Before Distribution
Distributions to Beneficiaries
, Income Balance on Hand
COMBINED BALANCE ON HAND
Page
1-4
5-8
9-10
10
10-12
13
13-14
15
16
17-20
21-24
25
26
,\
3,426.60
10,217.18
40,540.42
95,238.23
15,000.00
0.00
."
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0.00
823,962.80
(19,350.74)
--...-...--------
804,612.06
164,422.43
640,189.63
0.00
640,189.63
40,295.40
0.00
-...-----------
.40,295.40
2,066.56 ,.
------------- '
39,228.84
0.00
------...------
, ;/'
38,228.84 : .
678,418.47
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04/01/94 Ho"ssho1d f"rnishings, Sold at
A"otion
6,292.50
04/01/94 Beveragss in ho"se (sale
price)
344,00
04/01/94 Ring with diamcnd (oonsistory)
,1,700.00
04/01/94 Gold ring
30,00
-----..--------
20,146.50
STOCKS/LISTED I
-------------
04/01/94 495 shares, First Maryland
Bancorp
12,065.63
04/01/94 600 shar~s, Barclays
(corporate unit)
04/01/94 1700 shares, Ouff & Phelps
Utility
13,650.00
21,BB7.50
'04/01/94 2240.143 shares, Eaton V~nce
Pennsy 1 vania
23,140.6B
04/01/94 1765 shares, Gabe11i Equity
Trust Income
18,753.13
04/01/94 385 shares, National
Westminster (Book Entry
Only)
8,662.50
04/01/94 1000 shares Penn Power & Light
23,000.00
04/01/94 713 shares, Texaco Capital LLC
PFO by Texaco, Inc.
15,686,00
,I
04/01/94 1000 shares, Van Kampen
Merritt Penn Municipal
Income Truet
12,625.00
....:.----------...-
149,470.44
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04/01/94' $250PO,' Derry 'l'ownship PA
School. District 6.2\
26,479;50
"
.04/01/94
$50000,Sout.h Whitehall
'l'ownship PA 6\ callable
50,346.00
I ..-------------
..'
. 76,S25.50 "
MOR'I'GAGES AND NO'l'ES RECEIVABLE.
------------------------------
04/01/94 from Arthur A. ,
,. Loan due 80,000.00
'. Kouvelis and Colleen G.
Kouvelis
-....--...-..---.....-
,'; I
, 80,,000.00
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RUL'I'Y,
, ------ ,
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04/01/~4 Property looated at 4701 East 370,000,00
'l'rindle Road, Route 641, ,
Mlilch"niosburg, Hampden '..
" 'l'ownship, Cumberland ,COUl1ty,
" Pennsy 1 vania. Consists of
Apartments - Office Limited
District (Sale Prioe)
'.,'. 04/01/94 Rent received from Donald W. 2,000.00
Shultz for Apr 11, 1994
---------......--
372,,000;00
--..--------..-..
'l'O'l'AL RECEIP'I'S OF PRINCIPAL..... .',.... .',..
823',962.80
. ,. ,
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OS/27/94 ,OP02, Ino. bi~l,
. 79.60
..............................
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TOTAL DEl:ITS OF DEOEOENT. I I ~ , , , , , , . , 4 , . If. , . . , . .
SCHEDULE C-2
FUNERAL EXPENSES
...---..........-.............
04/26/94 Spenoer W. Arnold Home for
Funerals, bill
9,510.18
'07/20/94 R,J. Rombergsr & Sons, bill
for gravemarker lettering
',707.00
.............................
TOTAL FUNERAL EXPENSES.,."...,.,.. t, It' t . . . . I . ,
10,217.18
SCHEDULE C-J
ADMINISTRATION EXPENSES
............~...........-..-.._.............
04/08(94 Register of Wills, Probate fee
04/1J/94 Cumberland Law Journal, eatate
notice
290,00
40.00
,
9,45
. 4.64
J91. J 5
,"
.17,90
1\'
20.00
,
"
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04/JO/94 photocopies
04/JO/94 postage
05/0J/94 Ernest. E. Lataha, Inc., J
bills for oil, repairs,
SUpplies and labor
05/04/94 Pennaylvania National Bank,
Deluxe checkbook charge
OS/27/94 Mumma's Jewelry Store bill for
appraisal
05/Jl/94 photocopies
- 10 ~
J,426,60
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10/10/94 Hampden Townehip, ,sewer and 98.00
trash charges for Oct.-Dec.
1994
10/31/94 Photocopies .1.20
10/31/94 Telephone '0,27
11/30/94 Photocopies 1.05
11/30/94 facsimile 6.50
11/30/94 Postage 0,52
12/14/94 Fuel oil bill 53,00
" 12/14/94 Realtor's commission due at 34,225.00
eettlsment to Commercial
Realty Group
12/14/94 ~otary fses charged at 4.00
settlement
12/23/94 Register of Wills, Filing fee 31. 00
12/30/94 Photocopies 26.70 '
12/30/94 Postage 4,11
01/31/95 Photocopies 3.90
01/31/95 Telephons 3,59
01/31/95 poetage 1.82
02/28/95 ' Photocopies 0,15
04/30/95 . Photocopies 4,05
04/30/95 Postage 0.87
05/31/95 Reserve for additional 5,000,00
adminiatration expensss
--.-..---------
, TOTAL 'l\DMI~ISTRl\TION EXPENSES. . , . t t . . t . . , . . . . . . '40,540,42
- 12
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Pennsylvania National Bank
LS99 Mason Acccunt
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Ourrent
Value
,cr as noted
450,262.81
223,705.03
..:._---~~'---_...-
673,967.84
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Acqu is it iOI1
Value
450,262.81
223,705,03
.m.D......... ...wa........
673,967.84
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11/21/94
05/18/94
06/22/94
05(02/94
07/29/94
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INVESTMENTS MADE ~ PRINOIPAL
$98000, $98,000 U,S. Treae~ry
Bille, due 2/23/95
$92000, firet Fed of OA (Santa
Monica CA) 4.45% CD with
Leg9 Mascn Wocd Walker, Inc
235,ehares Penn Power & Light,
Purchase of
1000 ehares, purchaee of
Susquehanna Bancshares, Inc.
28,000 U,S, Treasury Bills,
Due 2/9/95
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92,000 92,000.00
1,000
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5,077.18
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REOEIPTS' ()F I NCO,,!E
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DIVIDENDS 'I'
----"-"-"-,"-
LEaa MASON AOCOUNT
----------------r-
04/30/94 .' 773.59
05/31/94 243..79
05/31/94 416,60
06/30/94 166.60
07/31/94 356.09'
OS/31/94 660,39
09/30/94 ',., 166.60
10/31/94 697.,99
11/30/94 436,66
12/31/94 " 661.03
01/01/95 " , 611.97
, 01/16/95 ,.1' 5S9.26
02/15/95 591. 01
03/15/95 " . ";
638,67
04/17/95 I'" 1,083.95
-.....-....------..-
,. 8,094.14
, , -........--....--..-
>'
TOTlIL, DI\IIDII!NO-' INCOMP:~,., ,.~-"....,. 1.1.'1 '."... t.. 8;094.14
.......CIlU......
SOtlEDULE 0-2
INTEREST
, ,
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1ST FEDERAL OF OA NOTE
~--.._-----------------
02/21/95
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...---------------------~------
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OS/20/94
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.OTHER INCOME
, ,
'--.....-----...--
,
EATON VANCE
.,l
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06/21/94
07/20/94
08/18/94
09/20/94
10/21/94
11/15/94
12/20/94
, 106.80'
106.80
110.36
110.36
113.92
103.2,4
15.65
,
-------...------ ,
667.13
LEOO MASON AOCOUNT
------------------
04/30/94 " '68.50
REFUNDS ,
-------
12/14/94 27.~3
12/14/94 " 1,321.25'
--------------
1,~48.98
RENT
04/28/94 2/000.00 ,,'
"
05/31/94 ' , 2,000.00
07/01/94 , 2,000.00
"
08/15/94 ' 2,000.00
09/13/94 . 2,000.00
11/01/94 " 2,000.00
, "
12/05/94 2,000.00
12/14/94 903,00.
---....---------
, 14,903.00'
,',
TAX-FREE 11-,
--------
05/30/94 68.50
- 23 ..
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06/30/94
07/30/94'
08/31/94
09/30/94
10/31/94
11/30/94
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68.50,
'68.50
68.50
68.50.
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TOTAL' OTHER ,INCOME,...
'.
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TOTAL ~ECEIPTS OF INCOME.
................
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DISBURSEMENTS OF INCOME
I'
12/28/94
1994 U.S. Fiduoiary Inccme Tax
1,722 :26
12/2B/94
1994 PA Fiduoiary Inoome Tax
344.30
--------------
TOTAL DISBURSEMENTS 'OF INCOME.................
2,066.56
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State of Pennsylvania,
County of Cumberland. ss:
~Iarian M. Welsh
01 THE SENTINEL,
01 the County snd Slate aloresald, beIng duly sworn, deposes and says that THE SENTINEL, a newspaper 01
general clrculallon Inthe Borough 01 Carlisle, County and Statealoresa/d, was established December 13th,1881,
sInce whIch date THE SENTINEL has been regularly Isaued In saId County, and that the prInted nolloe or
publication attached hereto Is exaclly the same as was prInted and published In the reular editions and lasuea 01
THE SENTINEL on the followIng dates, vlz
Copy of Notice of PubUcatlon
.,
....~,I
! i'gr",t:~l!f~i~~:!
'.' AIl""::IlnoWl1O~='lo"':'''Itd,:
,Id tiI,Mld ..1Ilt wll!llk' "'_nllm~
, ! :=f':=t':.:/tl':InD O~In\. "UI prlml .
, ' , H, .JoNpfl HItlfonj
111 No.lh F~m.~
: o,T./ .HMtoburv, ~A 17101
:~~~~AGAN
""17 .
, . .
April 20, 27; May 4, 1994
-'
Aft/ant further deposes that he Is not Interested In
the subject matter of the aforesaid notice or
advertisement, and that aU allegations In the
foregoing statement as to time, place and charaoter
of publication are true.
/~/ '
~/?t(('ot.t, ~ a,'l.ti _ .
6/7/94
Sworn to and subscribed before me this 8th
day of June ..J 19 94
,.
r:-5IU1..ur <[) . ~/I;"KU1
Notary Publlo
My oommlsslon expires:
, ,
"'_'.~'_h"'_."""..'"'.~'.'''
: " ' ,. I ~ ;', II
(J;~II6." Co' .1, l'k)!lllY Plll)/~l
C;v1isla (}-'ll', l;~JUI~(lIUlr,d l~oulllY
MyCom'11l;!Jbn L:xl,roa FciJ, 27. t0ll5
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COI\1MONWEAL TH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAl.
September 21, 1995
WALTER W. COHEN
ACTING AliORNEV GENERAL
Reply To:
Charitable True:ts and
Organizations Section
21 S, 12th St., 3rd Floor
Phil~delphia, PA 19107
Telephnnc1 (215) 5GO..2402
James G, Morgan, Jr" Esquire
Hepford., Swartz & Morgan
111 North Front Street,
P. 0, Box BB9
Harrisburg, PA 1710B-08B9
Rei Estate of Calder R. Shammo, Jr., Deoeased
Dear Mr. Morgan:
Receipt is acknowledged of your recent letter regarding the
charitable gifts in the above matter.
I have reviewed the Account and other materials submitted
and, on behalf of the Attorney General as parens oatriae for
charities, would advise you that this Office is without objection
to confirmation of the Account, as adjusted by the revised
Schedule of Distribution to Beneficiaries which reflects the
corrected distribution to the Church, which does not bear
Pennsylvania inheritance tax on its share of the residue.
ve.ry truly yourU. . ,
&,~/(~~~J:I~
~~rles E, Donohue '
Deputy Attorney General
"
CEDljak
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NOTICE.
To fulfill the r.quir..-nt. 0' 'Iotlon 2145 (b) of
(71 P.I. '.oUon 1145).
the Jnh.rJttnel and E.t,tl Tlx Aat, Act 22 of
.1,: ,
.1."
1"1.
::_)
1~1I
PAVMENTI Deta-r:h the top portion of thh NoUe. 1M tub.1t with your pIYI.nt to th_ Aeghter of Nlll1 printed on the
ravlr.. ,Ida,
.. Hlk. ohlok or ..nlV ordor plv.bll to. REOISTER OF MILLS, AOENT,
All PlY""" r.calved 'hill be Ippll'd fir.' to any Intlr..' which ..y bl due with an)' rHllnd,r appllld to the tllC.
REfUND teR)1 A refund 0' . tlIC crldlt ..y ba r,quelted by coapletlMO In "Appllcltlon for R,fund of Penn.Ylvanla
InhtrU1nC1 Ind E.t.~. Tlx" CREY.lSlS). AppltcIUon. Ir. avallabl, It thl Offlr.1 0' thl A,.llt,r of Willi,
any of thl 2S RIVlnu. Dlstrlot OffiCII or frol the D~.rt..nt'. Zlt'hour .n,wlrlng ..rvlu nullb.r. for for II order)n,.
tn Pannlylvlnl_ 1.1"0.'62'2050, out. Ida P.nn.~lv.nl. .nd within 100.1 H.rrl.burg .r.. (717) 787-8094,
TDD. (717) Hl-llSl (Hllrl"" 1...lrld Only).
OIJECTlONSI Any p.rty In Int.r..t not IIthft.d with the a.......nt of tlM II .hown on thll notlc. uy obj""t within
.IMtv (60) d.~. of r,ollpt of thl. Hotlo. b~1
..wrlttan prota.t to thl PA Otp.rtaent of R.v.nuI, Bo.rd 0' App..I', Dept. 281021, H.rrl.burg, PA 171ZI.1021, OR
ullectln. to have thl I.thr deter.ln'd It ludU 0' thl per.onll r.prellnhUvl, DR
ullppell to the Orphltn.' Court.
'OMIH-
IITRATlY!
CDARECTlDNlI
F.otu.1 .rror. dl.cov.r.d on thl. ........nt .hould bt .ddr....d In writing tOI PA Dlp.rtllnt of RIVtnUI,
BurlOU 0' Indlvldu.l Tax.., ATTNI Po.t ......~Int R.vl.w Unit, Dlpt. 280601, Hlrrl.burg, PA 17128.0601,
PhoM (717) 787.6505. S.. pig_ 1 of tM book lit "In.truotlDn. for Inh.rltlftC. T'M Alturn for I A..ld,nt
Decedent" {REY.IS01) 'or an IMPlanltlon of Id,lnl.trltlvllv corr.et.bl. .rror..
IHTERnT.
For dat.. of delth on or .ft.r 10.5.'1, P.nn.ylvanl. Eatlt. T'M bl.ed on thl F.dtrel E.tlta '1M
,.turn blcota. delinquent .t thl IMplr.tlon of nln. CO,) lonth. frol the data of d"th.
For datil of dl.th prior to 10.'-'1, Penn.Yly,"lt E.t.t. TIM bl..d on thl Fad.rel E.t't. T'M rlturn
blCOM. delinquent at thl IMplratlon of IIGht"n (1) IIOnth. frol thl dati of dllth.
'IMI. which beo... delinquent blfor. Jlnulry 1, l,aZ ba.r tntlr..t at thl r.t. of .1. (6~) p.ratnt p.r ~
e.loul,tld ,t , d.llv r.t. of .000164. Alt tlICI. which b.e... d.llnqulnt on or aftar Jlnulry 1, 1982 will bI.r
Int.r..t ,t ~ retl Nhlch will v.ry frol ell.nd" V'lr to ell.ndlr vllr with th,t rltl tnnouneld bv thl P.
Dtp,rt.-nt of A,vlnul. The applle.bla Intar..t r.t.. 'or 1'82 through 1'95 ,r"
1911
19U
191'
I9IS
191'
..Int.r..t
lOX
I6X
\IX
UX
IDX
I. c,lcul,t.d ,.
.DDDSAI
.000451
.DDD~DI
,DDDlS6
.DDDI71
'OllOWII
V..r Intlr..t A,t. E.,.lv Inter..t FlGtor
1917 9X .DODm
1911-1991 llX . DODlOl
1991 9X .DODm
1991' 199' 7X .DDDIII
1995 9! .DDOm
,!!!r Intlr..t R,t. Dilly Int.reat Ftot2!
INTEREST . BALANCE OF TAX UNPA1D X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlc. J..utd Ift.r the tl. bleo... dlllnquent will r,'l,ot In Int.r..t c.lcul.tlon to flftlen (15) d.>>.
b.vond thl dlt. of thl ......-.ot. l' Plvltnt I. .101 .ft.r the Int.r..t cOlPutatlon dlt. .hown on thl
HoUe., additional Int.r..t .u.t bl e.leulltld.
.
,,.
..
, '
Jam.. O. lIeath
---..."'--------
Distribution'
5\
6.66\ share of ,Lapsed Bequest
31,206.78
6,066.96
.... ---... --------.. --- -- --.. --,..... -- --.... --.. ----
0.00 37,273.74
Doris Reath
-----------
Distribution
5\
6.66\ Share of Lapsed Bequest
31,206.78
6,066.96
---.._--------------~-------- -------------
0.00 37,273.74
Louise Reath
--------..---,
Distribution
5\
6.66\ Share of Lapsed Bequest
31,206.78
6,066.96
0.00 37,273.74
Masonic Lodge Pers9rvance #21
------------------------..----
Distribution
5\
6.66\ Share of Lapsed Bequest
31,206.78
6,066.96
---------------------------- -----..-----..-
0.00 37,273.74
Zsmbo Oriental Band
--------..----------
Distribution
5\
6.66\ Share of Lapsed Bequest
31,206.78
6,066.95
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0.00 37,273.73
"
Balance owing H. Joseph 19,991.52
Hepford, executor commission
----~-------- -------------
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0.00 19,991.52
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