HomeMy WebLinkAbout95-00770
';', ,;' ,".. , . ' . . >""~"'>'/
,,-.,',' ~~;, ',: ,'" .., : ':,,' ::,':...;":!ii'.
'. ,',. ";:>," <",',;;;,1';;:;.:)--,:
,:..:" ". ' ;'/,;,..: ';r ,-- ,
:',',V \, ',; ;1.';'; " /? ,',:-
";'-"::,'.":: . .';
.;ti:C,',
:" , '; " .,~' ,
1;,;- ' c,;
:', ",..
.: '..~,:
". ~ ;,'
,,.-',-r,
': '" :
::",::, " , ' '
'.)) .. ,,1:::,',.:.,',:
,,' "
'::"",
"
,/
:.,; /;,).~ ',' ,', ',':'"
A\ (; " ',:: "";:':,";
..' ,'," '"",., "i'
:',;,.,: " " " ',',
,,:;' " ' " ',',
~~::.,;" , ,",'
. .. '. ... . . .. . .
,
~;;f<
~i!f:lf
.;\,\.
.i#' ;I~;:. ,', , '.
j}\.'/, ',c "", , ,;,;=-':'
...;:/;~;,\<; r," ,:,',;.' r:;: J
';,> .}~~'f:~;i:F,~;1~ I., >".'.: : ~,"\';
,:' '."ii;j:~.,;,.' : " . " ';: ',,:;.
~ ,,~..l." 'i:~':!"" l,'~d'\;~~,*).< l,G/-t. ".': ,., " ;;-:AS,::,-'_:";lt:
~l\;f '~")"'''''' ~_A'A}.r.:.,:r.",..;t '...'~<..' , ._ '-,:: ;',~\';;:-<'d
pO . "'t~ i"m! ,t'.' !<..!:J."..;.~:t ~~i"')"k " . .,. ....'... ~"-.'.:,.;.',_;_\.~-'
iI~;'~)';:I"~"_\l '/d'~h:." t-'i<l.t;:J;j:J<.::.f&~"{ :.-"', ,<.,.' \-~ .-"~
Jo.{,..,...,-"""",,,,,,., !",nH"I,,,.,.. ".,'" '-" ,', RI- ::""",:""",,'t}>-
'f.f;'i,~:fh".'l"':t;',:\';~~~.~" .t,~ 'i~j:{~if:"Vi'~''-':f'' \./-"~:"::.~ :-; ,',~ , ~ :,,:',":-
't>~. ...,\ A~,,~l,~ ~"I. "", '.-, , '~~i>.f.tr,il;r\;.;o,'V .-t" l, --; ~ ~ ~., ~ " ::t::;,.i~
,,_,..:: f. "-..,,r~f~..., ~_~ ~#,:.-?\.'t t;:.~~j.!';, ,)'~. 'C,;'- 1 -.." "
J;;?-'>"JI .'....;-".'" ~'''''T! f'~""'<l":\~"~( -~ - ~ "~
),:'<,J -c-~ ".~t ~'~ ',,:' _7-" j'Ah~:' ,- r,'~ ,:' c:'" .~.:.;..:' ~?'}
. :~ "'-:".1:.""",.= .''''''" p: ~_:'~~..~ .'-.~... . u~ _"'" _ ,':
,';J!: 't:);"l 'Ci;;:,~" ,', "rM' . " ' " , .. '.. ,','
;.1."~':, t'~., ,"", ~,,,"':J;if:,,:,:,,;,,<,\,::i 11 t" ~ ~ ~':: ';~.:: ,:," ",,!,',
.:"!:-' , "h ~ . ....,. ';'~,<'.',:'" I>... I c;:::o, ',:.'. .-,',.~:' 0;
:;:;;' '!'".,[!~";.~.: '" '... I,;:: "~''- ,,:S:'t~~;
:},,'t ,n: ;,j,;::,~,..:..L.:;S: ~ IS'I ..:.;, ",
,,'CCO' ' )'i~; 11=;;_~!i:{~ --,jj':_'~;{';;/7/-'--;"~::;':'~~"'
m~j'?~;\'id '(~'\I~' ~,'r. .
~::~ '., ,;g~~ ,,',, ~~~ ;,'o);i~W:~ /,.;;:' '.' ','!::,:';:, "
~n ~'-",'cL ' ".,~ r"'~\""U" ',"" :'~ ",' , -.,
?i'')':i~l~i~~;rt;:~~ "';'iT:;:;::".':,'. ,~ '>, '~;'s"
.}"~~~ti{~{~~~t,'1t: t~JE.i~-S~.~u' 'O'~.,;- ,'- '.. ;~', ,-- .',',',. ,:,;,/-~:,.'"~:,;,~,.~,,
.. ..,;t,,;"Ln,'. ;,1 ",,,,--- .' "" " - , " :,.., ',' ::'
. h~ -J >""1':1 ,'-<.' ,~ ~ '\" ','~ r , i'-" "P. '_;,i,l,:','(:r "
0( .--",;'-l.~, '",,;,'_ ','::,-n'~~ ',": :'" <~. i';. ;',\ - >::"',-,"::;;-;>~, ';.,'
~ . ., - ..' ','. ~ ' . " ',,- "',':' .<<.,.., f ,;. I"": -,.-'. '.: ".-'" ~'.,.'-,i;"? ,,..; ,','''":
11 ,;l,;:-r'~""<;>ns";;.h i':.'1',X.'&'~,~ '...CD' ,.,' ..' I...~ ',:':\';"--,
'.,-r-""~~~-";< i"" L, .~. i:It' iI" r '.~~, -- ,~.:.,. "_-' Illlo...: --. ,'-,_\
~~..;;;~ <. ;X:.}>-...::i~"'?J.' 1~~, .~/~ ~r,~:~.~,,: '11.:~' . _"' -,- ~ I ". ,. ,
~:Jl,..L~":-,,,~,..;,'J,H;';;:;: 'f'~!L:r:,,',," ''', -.,' J'~~ :)":;"""'::?:+<i; ;"',
\"" ",.rt<- <'i ,-> ,<" .:::.~~"" .,~, ~": t~:':!l ,-: 'i:~" .~ :".IlI' . ~<.;,.
!<.:',l/I~:'"/. ...' :....~, .:'.rtff" }-l,'~r- ;-;;'",";' ,:~. ,~' ';,^,;:,:-\ ~'--' ",:, ,'::,;,
,,," ",<,-...' ..~ I".. ,.. -"', a '..
,-,,4\,-- ,",' ~.",:+.'." .', . ';",'.'j, ~<:I ",-~-.'-.'-.
", , ,'. +'., :.::rt"e " . "'~ ''"~ . " ,
p. ;' . ,<",,: b,,-\t.,,;.' .~. ,'" ~." ",ill!'-" I" .:-;.,"., .'>-,:.:~_:_:__.:',
"";.., - 'C :'-"JI'o"P" ,,;. :' '<"7<' '.',:' i: " ':2E ' , ',' ."':"':;',
.~: .' :>: ,-: "!-,- I~,:,.; ..' ~:" .:?~7,~:.~~ :,\~:,,:,:"';_ >...... " , ~ l _::::.,,;,t;->.1-;;':'-'~V/,:-'~"- :~A
r ,. "'., .1. Ai ~~-,...,. ".. ',-'~" '. , ~ , ,<":,;,:,:,,_.:.,,...?._,{.-:-,C'C'-'--i"~'
t5~:,;:~,:::,:,/.;i0{0";'~'<: ~'," 'aD, I " '-,,;~, "r;~:',:>),!, ::i{;
::h':,;,';' ", ,c. /,>~)' , '.'" '\ ,,::':"~ '1,; "Y~:
{i~;;:~:, <,":':'~,". ",,", , ":, : "'F"\/:
!.:~~:' .. r ,,'.'\:,'
:"~:i-;-::-
'::,',';
:;,,?:#
;,'_,0-,
~ /- 95 - ~17CJ
,
LAST WILL AND TESTAMENT
01'
CATHERINE M. SHEALER
I, CATHERINE M. SHEALER, a legal resident of North Middleton
Township, Cumberland County, Pennsylvania, being of sound and disposing
mind, memory, and understanding, do hereby make, publish, and declare
this as and for my Last Will and Testament, hereby revoking all other
wills and codicils heretofore made by me.
FIRST I I direct that all my just debts and funeral
expenses, including my grave marker, shall be paid from the assets of
my estate as soon as practicable after my decease.
SECOND I I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
juriSdiction imposed, shall be paid from my residuary estate as a part
of the expense of the administration of my estate.
THIRD I I devise and bequeath the residue of my estate, of
every nature and wherever situate, to my husband, BILLY SHEALER,
provided he shall survive me by thirty (30) days. Should my husband,
BILLY SHEALER, predecease me or die on or before the thirtieth day
fOllowing my death, I devise and bequeath the residue of my estate, of
every nature and wherever situate, to the following persons in the
shares indicated, providing that the share of any person who
predeceases me or dies on or before the thirtieth day following my
death shall be distributed to his or her issue per stirpes, and in
default of any such then-living issue, such share shall be added to the
share or shares for the other persons named hereafter:
(a) Twenty-five percent (25\) thereof I devise and bequeath
to Barry L. Shealer;
(b) Fifteen percent (15\) thereof I devise and bequeath to
Laurie A. Braun;
(c) Fifteen percent (15\) thereof I devise and bequeath to
Lisa M. Stauch;
(d) Fifteen percent (15\) thereof I devise and bequeath to
Troy K. Shealer;
(e) Fifteen percent (15\) thereof I devise and bequeath to
Jennifer A. Mickey;
(f) Fifteen percent (15\) thereof I devise and bequeath to
John B. Shealer.
FOURTH I I nominate, constitute and appoint my husband,
BILLY SHEALER, Executor of this, my Last will and Testament. In the
~
event of the renunciation, death, resignation, or inability to act for
any reason whatsoever of the said BILLY SHEALER, I nominate,
constitute, and appoint LAURIE A. BRAUN and LISA M. STOUCH, Co-
Executors of this, my Last will and Testament. I hereby relieve my
Executor or his successor from the necessity of posting security in
connection with their duties as such in any jurisdiction in which they
may be called upon to act, insofar as I am able by law so to do.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last will and Testament, consisti.~of two typewritten pages,
each of which bears my initials, this I~~ day of ~_B.6P ,
1994.
r~~A~:"'$L ~~,,).bt,J"J(SEAL)
Catherine M. Shealer
signed, sealed, published, and declared by the above-named
Testatrix, catherine H. Shealer, as and for her Last will and
Testament, in the presence of us, who, at her request, in her sight and
presence, and in the sight and presence of each other, have hereunto
subscribed our names as witnesses.
ACItNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
.
.
COUNTY OF CUMBERLAND )
SS.
I, catherine H. Shealer, Testatrix, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed the
instrument as my Last WillI that I signed it willingly 1 and that I
signed it as my free and voluntary act for the purposes therein
expressed.
Sworn
M. Shealer, the
1994.
or affirmed to a~acknOWledged befoille ~~atherine
Testatrix, this'" day of ~ '
~;"\lV ~ ~~tu./
Testatrix, Catherine H. Shealer
~ ~~'1r'
No ary PUblic. .
R(V.1500 U. (1.9,('
w
>-
~~~
w~'"
",00
...",~
~..
~
,;,>-
wili
"'0
"'z
8~
I
e... bY- i
fOR PATlS Of PEAnt Ann 12/31/9\ CHECKHERI I
INHERITANCE TAX RETURN ~o'Y::~yu~:~PlrlscLAIMEP 0
RESIDENT DECEDENT fiLE NUMBER
(TO BE FILED IN DUPLICATE 21 - 95 - 0770
WITH REGISTER OF ~~~L.S.L .. fCl.UN1)' CODE. . HAR
OIClOWI'!. COM'U II AOOIl U
15 - C;I-(.,
c.
Shealer Dill 166-12-6841
~ I. O,lolnal Relurn 0 2. Supplemental Relurn
o 4. lImiled Ellale 0 040. Futuro Inlercul Campramhe
(10' do'" 01 doo,h olro, 12.12.B2)
gg 6. Docedent Died le'late 0 7. Decodent Maintained a living Trull
(Anoch copy of Will) (Anach copy 01 Trull)
ALL CORRESPONDENCE. AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI .'. . _'hl"d II'I.I..itll'Y., ~., ,'",~
NAMt COM'llU MAIliNG .-.DOlUS
Edward L. Schorpp, Esq. 36 South Hanover street
IIllPHOH[ HUMIlI Carlisle PA 17013
717 243-3727 '
>-
ili
o
w
...
w
o
~;&
COMMONWlAl1H Of p(NNSnV.-.NIA
Dl'ARlMWI Of R('i(NU[
Dlrt.1110M)I
__!I~_RR.I~IU_Ru, P~~."11~~~1
(HelD NI' NAMI (\AllT. flU . AND MIOIILIINITlAII
~healer, Catherine M.
SOCI'-" lllCUIUI'l' NUMUI
190-12-0210
z
o
5
:>
t:
~
...
w
'"
1. Roal Eltalol5chodulo AI
2. Slacks and Bond. (Sthedule B)
3. Clallly Hold 510ck/Po,tnollhlp Intoro,' (sch.dulo CJ
A. Morlgaoes and Not.. Recelvablo (Sthedule 0)
5. Ca.h, Bonk Depa,lI. & Mhcellaneou, Personal Properly
15ch.dulo EI
6. laln,ly Ownod Propor'y (sch.dulo fl
7, TranI"" (schodulo GI (5chodulo LI
8. Total Gran Ane.. (Iolalltno. 107)
9. Funeral EApenlea, Adminllualivc Cou., Mhc.elloneou.
bpen.e, (Schedule H)
10. Debll. Morloage ltobilillo., lions ISthodule I)
11. Talal Dodutllon, (10101 Linea 9 & 101
12. Nel Value of Ellalo (line 0 mlnu, line 11)
13. Charlloblo and Gayernmenlal 80quellllSthldule JI
lA. Not Value Sublett 10 Tax (line 12 mInus Line 13)
15. Spou,ol Tranlfers Ilor datcu 01 death afler 6.30.941
Seeln.trutllonl for Applicable Pertenlooe on Reverse (15)
Side. (Indude 'iall"o. horn Schedule K or 5thodull M.)
16. Amounl of line 1A 10llable 01 6% role (l61
Ilnclude value. fram Sthedule K or Schodule M.)
17. Amount of line 14 ta.llable 01 15% rale 117)
(Include value. from Schedule K or 5thedule M.)
18. Principal lOll due (Add lo.ll from linea 15. 16 and 17.)
19. Credil' Spau.al Poverty Credit P,lar Paymonl'
z
o
~
>-
:>
~
'"
o
...
><
~
NUMBER
DAn Of 1111t1
1849 Cessna street
CarlinI", I'A 17013
c.... cwnbcrland
AMOUNt atClIv[D IUllNlllRUctlONlll
24 953.12
03.
05.
Remainder Return
liar dal.. al doa,h prior to 12.13.821
Federal Ellole Tall R,turn Required
_ 8. Tolal Number of Safe Depo.ll BOAlI
III None
121 None
131 Non!>
141 None
(51 24,953.12
(6) None
(71 None
(8 ) 24.953.12
191 10,134.17
1101 None
(111
1121
(131
(14)
10.134.17
14,818.95
None
14,818.95
0.00
14,818.95
.. 00..
)( .06 =
)( .15 =
118)
0.00
DllCaunl Inloroll
+ +
20. If line 19 h greoler Ihon line lB, enler Ihe differenco on line 20. Thh is lho OVERPAYMENT.
m O'IIl:t:r:l~'I.u..I""'I'.ol.'..'I'I'''I''I'h....,"f'r.r.~"'.'I'I.'"'.'U~.."I"'1
(191
(20)
21. If L1no 10 is 9,00Ie, Ihan line 19. enlor the dilferente on line 21. Thh h Iho TAX DUE.
A. Enlor Iho Inler.II on Ihe balanco duo on Uno 21 A.
D. Enlor Iho tolal olllno 21 and 21A on L1nu 218. Thh I. Iho BALANCE DUE.
Make Chick Payoble 101 Regll.er of Will" Au.n'
(21)
121AI
(21BI
0.00
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH """,""""..." ,,""r"..'1
Undo, pClnoltill of perju,y. I declare Ihall have OJIamined lhh roturn. Including ac.companying IChodulel and I'alomen". ar.d 10 Ih. bo,l 01 my IInowlodge and belief,
1111 I,ue. corrod and tomplolo. I doclare Ihat all raal o,lalo hal bocn rcpafted atlruo marlier value. Doc.laralion of preporer olho, Ihan Ihe perlonal ,op,e.enlallve II
baled on alllnlormallon of which preparer ho, any knowledgo.
SIONATUI , PlU . AU' 11. lOlliNG IUIUAt. .-.DDRtSll DAll
,
Carlisle, PA 17013
/-3'~
/-1~.-?~
1849 Cessna Sl.,
AlU
Carlisle
PA 17013
36 S. lIanover St.
DAll
CC~(P)1f
LAST WILL AND TESTAMENT
OF
Cl\TJlERINE H. SIIEl\LER
I, Cl\TIIERINE M. SJlEl\LER, a legal reaident of North Middleton
Township, Cumberland County, Pennsylvania, being of sound and disposing
mind, memory, and understanding, do hereby make, publish, and declare
this as and for my Last Will and Testament, hereby revoking all other
wills and codicils heretofore made by me.
FIRST: I direct that all my just debts and funeral
expenses, inclUding my grave marker, shall be paid from the assets of
my estate as soon as practicable after my decease.
SECOND: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a part
of the expense of the administration of my estate.
THIRD: I devise and bequeath the residue of my estate, of
every nature and wherever situate, to my husband, DILLY SHEALER,
provided he shall aurvive me by thirty (30) dnys. Should my husband,
BILLY SJlEALER, predecease me or die on or before the thirtieth day
following my death, I devise and bequeath the residue of my estate, of
every nature and wherever situate, to the following persons in the
shares indicated, providing that the share of any person who
predeceases me or dies on or before the thirtieth day following my
death shall be distributed to his or her issue per stirpes, and in
default of any such then-living issue, such share shall be added to the
share or shares for the other persons named hereafter:
(a) Twenty-five percent (25%) thereof I devise and bequeath
to Darry L. Shealer:
(b) Fifteen percent (15%) thereof I devise and bequeath to
Laurie A. Braun:
(c) Fifteen percent (15%) thereof I devise and bequeath to
Lisa M. stouch;
'1 (d) Fifteen percent (15%) thereof I devise and bequeath to
Troy K. Shealer:
(e) Fifteen percent (15%) thereof I devise and bequeath to
Jennifer A. MiCkey:
( f) Fifteen percent (15%) thereof I devise and bequeath to
John D. Shealer.
FOURTII: I nominate, constitute and appoint my husband,
BILLY SHEALER, Executor of this, my Last will and Testament. In the
Ct1R~
~nit: a s
event of the renunciation, death, resignation, or inability to act for
any reason whntsoever of the snid IlILT.V SIll~IIT.lm, I nominnte,
constitute, and nppoint l..AUIUB A. IlR^UN nnd I.ISA M. S'I'OUCII, Co-
Executors of this, my Last will and Testament. I heroby relieve my
Executor or his successor from the necessity of posting security in
connection with their dutieG ns such in any jurisdiction in which they
may be called upon to act, insofar as I am able by law so to do.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last will and Testament, consisti.~~of two typewritten pages,
each of which bears my initials, this /ij~ day of ~.n:"8EA"" ,
1994.
rn11lM~:S1.. ~~~JY(SEAL)
Catherine M. Shealer
Signed, scaled, published, and declared by the above-named
Testatrix, catherine M. Shealer, as and for her Last will and
Testament, in the presence of us, who, at her request, in her sight and
presence, and in the sight and presence of each other, have hereunto
subscribed our names as witnesses.
l\CKNOWLEDGMENT
COMMONWEALTH OF PENNSVLVANI^ )
: 5S.
COUNTY OF CUMBERLIIND )
I, catherine M. Shealer, Testatrix, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed the
instrument as my Last will; that I signed it willingly; and that I
signed it as my free and voluntary act for the purposes therein
expressed.
Sworn
M. Shealer, the
1994.
or affirmed to and acknowledged bero~e me by catherine
Testatrix, this -L..:I-.j) day of (1,(\I-r;:..L'llv ,
~ 1n .<PAa.(LA/
Testatrix, catherine M. Shealer
'.
"
JlFFrD1IVrT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
)
.
.
)
SSe
We, Edward L. Schorpp and (,( '(:,11."\ i: r},l.tl\' l' , the
witnesses whoso 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 Testatrix sign and execute the instrument
as her Last Will; that catherine M. Shealer signed willingly and that
she executed it as her free and voluntary act for the purpose therein
expressed; that each of us in the hearing and sight of the Testatrix
signed the Will as witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen or more years of age, of sound
mind, and under no constraint or undue influence.
Sworn) or affirMed ~nd subscribed to before me by Edward L'I
Schorpp ",n~ - f~:AIH';.1'\' I, "Y./)t!.1L , witnesses, this !'/~k/
day of rJl( .~ , 1994. /'
~~~~..A~AL)
Witness, Edward L. Schorpp
Jl~".CTILf3(1c~c.-t
Wi ness
(SEAL)
I11lJALJ i Ll' U--
Notary PUblic .~
(SEAL)
.IV-ltGll" 11.17)
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
L P1~.. ,,'"' .' r".
FILE NUMBER
COMMONWrAltH o. 'INNSVlVANIA
INHIIITANCI TAX IlTUlN
IUIDINT OICIDINT
ESTATE OF
Shealer, Catherine M.
IAII ptop.rtr lolntl.,-own.d with the RIght of Survlvonhlp mu.t b. dlul...d on Sch.dul. fl
21-95-0770
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
2.
3.
4.
Checking AcCOWlt '748870, Fallrers Trust eanpany.
Certificate of OCposit '38534, Fallrers Trust Canpany.
Certificate of ocposit '65300, Fallrers Trust Canpany.
Certificate of ocposit '70042, Fallrers Trust canpany.
Certificate of ocposit 119-31-117098, Harris savings Bank.
17,053.87
1,269.58
669.94
841.44
5,118.29
5.
S 24,953.12
(Alloth addlllonol BW'" K 11" ,h"I.1f mot. 'pan h n..d.d,J
.
FARMERS ~
TRUST _
October 26, 1995
Lnndls I\lnck & Schorpp
36 S llano vel' S l
Ca r J I s Ie P^ I 70 t:I
Re: Estnte of Catherine M Sholller
Dnte of Death: September I, 1995
Denr Mr Schorpp:
In answor to your' rn'1u~sl concur'ulul: Ut:uIHlnts owned, nJ ther
separntely or jointly, by the ahovn ref"ren'~l'd dncnlhmt and the
balnnco In each account as of thu dale of donth, we have clwcked
our rer.'Hds and aro submlttlnll the foll')wlnr: Information In
duplicate. We sLlIH:e,;t LIlli I y')U file Olin of lh..se I(!llnrs attll'.~h(,d
to tho Pellnsylvanla Invenl',ry forms (Ree) t" suhstalllllltn tho
balancn you report.
Notl! thai Ive havn shown lhe correct rer:lstl'utloll for .~nch nccount.
Also, Interest ac'~rlled t,) Ihn date. of dentll, If any, Is listed as
n sopnrntc ri,:\lra.
Chccklnc account 570575 was oplHwd on 10/1/79. Tho account was
Joint he tween CathnrllH1 M Sh"lIlnr or "Illy Shenll'r. 1'1,., halance as
of 9/01/95 was $66,117.68 piLi'; a'~'~rll"d Inll~I'''sl of $'11.% for a
total of $66,159.24. The. IIccount was a NOW accollnt l'arnlllC 2.10.
as of the date of death.
Chll'~klnl: nCC'HlIll 7/,8871) WII:: opeaed on 2/1/68. The 1"~""L1nl WllS In
Cathcrlne M Sherll'!f's nnm'" ollly. Thl! hlllnncl' as of 9/1/95 was
$17,034.60 plus nccrLled Inlerest of $19.27 for a total of
$17,053.87. The account was u NOW nccounl nnrnlnc 2.10% Interest
as of the datu of deaLh.
Slaceroly,
~u.J- 't ~
Shawnne E Smith
0"" W,'slllIf:h Sin'", I~o. 1I11~ 22lJ Cilrll"Il', """""yIVilllil 17111:1 (717) 2.1:1-:1212
FARMERS
TRUST
One West High SI red l~o.l3ox 22l.1
Carlisle. Pennsylvania 1701.'
lll'~
Dala
October 19. 1995
Landis, Black & Schorpp
36 s. 118nover st.
Carlisle, PA 17D13
aal Eslala or. catherine M. Shealer 190-12-D210
Dala or D..1h 9/1/95
Dau Edward Schorpp
In Insw.r 10 your roqu.lt conc.rnlng Iccounll owned, ellhar ..parately or Jointly, by
Ihe abov. r.r".nc.d decedenl Ind Ihe blllnce In elch Iccount u or the dlle or
dlllh, we hlv, ch.ckld our recordJ Ind Ire IUbmllllng Iha rollowlng Inrormatlon In
durllclle. W. .1I90ut thlt you III. Due 01 Ih... lellll!l Illached to Ihe F.nnsylvlnll Inven.
101Y lorm. (RCC) 10 lub.lantllte th. bllance yOU IIporl.
Note thai WI have ehpwn Ihe COllect reglstratlon ror ..ch accounl. 1\110, Inllfnl accNed 10
the elltl or d..lh. I(lny, '" 1I11.d U I aepuale ngure.
.
"
certificate 80042 was oponed 7/27/B9. The value os
of 9/1/95 was $30,D26.63.
certificate 80043 was opened 7/29/B9. The DaD value
was $50,022.19.
Both of those certificates are registered to Billy
Sheoler or catherine M. Sheoler.
...,
';'iJ
;',-1
ti
iJ,
:~'~"~1
if.
+i
;'j,
'j
f1
~
~
~
I'
V.ry lr\l1y Yo~~n,
n :, /II. ~ '
jJJJr,vJJ ~
Doris Goodhart
CD/lIU1 dept.
certificate 38534 was opened 12/18/82.
certificate 653DD was opened 12/11/85.
~ertificate 70042 was opened 12/30/95.
The 000 value was $1,269.58.
Tht DaD value WaR $669.94.
The DODvolue was $841.44.
These lsst three certificates ore registered to Catherine M. sheoler, IRA.
Billy Shealer is listed as the beneCiciory on her retirement account.
--,--~.._... -~....
. '
IDHARRIS"
o SAVINGS B^NI<
1I:1ITi~ S:l\'illg~ Olll'nllillllK C"III1'1'
li:m NII..lh 12th Sln','1
l.l'lIIl1)'lU'. 1'1'IlIlK)'h':lIliil 17()'1:I
71717:II.I."'U
71717:II.UII5!11'''~
octdbar 23, 1995
IaOOis, Dlaclc , Schorp
36 South IIanoWr Stroot
O1rlil11o, P^ 17Dlj
The inforr.ll1tion which :,ou reqlleoted pn the
S/xlaler aJbJto (Zodnl lj~r.ur!.ty Ilumbr.r
nccount(o) of Catherina H.
190-12-0210 ) ia no follo~/II.
J.ccount \lumber< 5)
19-31-11709B
Clnstl pf ^ccQunt
1 Yr. O!rt.
n"te Openoe!
2-1 D-OB
$5,067.SD
Princip"l Dalnnce
:'ccr-Jet! !ntcrc:Jt
50.79
DI1)ance nt
Date of Depth
5,110.29
rrdividunl
Acceunt
Owncrahip
liD me of Joint
Owner, if nny
Dnte Ownnrahip
W.,a !:stnblinhntl
2-10-00
l'lonsc have tho &ocutor or this ~bJto sign tho cncloscxt W-9 ronn snd
return it to 11'0 in tho providcxl envolqxl. 'I1lMk you.
hdditionnl Infor-
",ation lIe'll",,:t,,"
sincerely,
,/ .
~-,-,:..<..:-L. ./ G...(<--.
Gretchen L. Cifc' ~
notail Jldnlnistratioo ScrviCC9 Rep.
. .
I
I
..
i
r
f,:.
~.
,
,
i
.(V,Ulllhl'''1
STAT OF
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWIAl1H 0' 'INN~YlVANIA
INIURI1ANC[ fAX R[JURN
RUlplNf DICfDfN'
Plea.. Prlnl or Tvpe
NUMBER
Shenler, Catherine M.
ITEM
NUMBER
A. Funeral Expen.u,
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
O.
DESCRIPTION
1.
2.
3.
Monahan Funeral Hanc Inc.
Evergreen CemeteJ:}' Assoc.
B.p.a.E., reception
"
1.
Admlnl.lratlve Co.,"
Pe"onol Repro.ontatlyo Comml..lon.
Social Soeurily Numbor of Po"onol Ropro.onlotlyol
Voar Camml..lon. paid
2.
Allornoy Foo.
Landis, Dlack & Schorpp
Family Exomptlan
Clolmanl Dillv Shealer
Rolatlon.hlp spOuse
3.
Addro.. of Claim an' 01 doeodon"s doath
Slroo' Addro.. 1849 Cessna street
Clly Carlisle Sloto PA
Zip Coda 17013'
Probalo Fo..
As advanced by Landis, Dlack & Schorpp
Mlleollanoau. Expon.o..
TOTAL (Also onlar on IIna 9, Roeopllulallonl
(If moro .paco Is noodod, I~..r' addlllonal.hoo" of .ame IlIa.)
.'
21-95-0770
AMOUNT
4,162.20
900.00
235.32
1,250.00
3,500.00
86.65
5 10,134.17
.
IIv.IJUU,IU71
.',
~
COMMONW'AI1H 0' .fNNSnVANlA
INHI.nAHCI 'A' .nUI"
I"IIIIHI DlellllHI
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF
Shealer, catherine M.
21-95-0770
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
RELATIONSHIP
NAME AND ADDRESS OF BENEFICIARY
A. Takable B.questll
1.
Dilly Shealer (166-12-6841)
1849 Cessna Street
Carlisle, PA 17013
Spouse
100\
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charllable and GOlJernmentol SequIIIs;
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aba onl.. an IIno 13, Rocapilulatlonl " S
(If mort Ipac. II n..d.d, Inllft addlllonallh..11 of lam. Ilze)
STATUS REPORT UNDER RULE 6.12
Name of Decedent I c:::9~~A"'/....vc ~ ...s;;;,...e~EA?
Date of Death I ~7.c;,.,~ ~ /99..s-
,
Will No. ;;l1-9.s--0'??cJ Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1.
State whether administration of the estate is completel
Yes >< No
2. If the answer Is No, state when the personal
reprosentative reaoonably believes that the administration will be
complete I
3. If the answor to No.1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No >\ .
b. The separa te Orphans' Court No. (i f any) for
the personal representative's account iSI
c. Did the personal representative s~te an~
account informally to the parties in interest? Yes NOi!!!r'
-eate I $8: ..-f6
.!fl _ I)
(,}t=: 0 ') ~
I:' =: ..'. or;
I. ',(J
_. co
.. - I "9
. J '_
W>11 >-
e .12 :2
~<?
0:0: ~
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
_ ~e;.~~~
SIgnature
~olW~ ~ ~:fJT"
Name (Please type o~Erint)
36 s: ~~ ..s;r.
~cr-..s-c<" ~,.?
Address
~
,Iii
'.a
cE
~8
1?1?) .;:2t/S.~ '7.:2 '/
Tel. No.
(MAHlrmf/AM3)
Capacity: Personal Representative
~counsel for personal
representative
t .". ---...- ,.,.-'""""'...^',-..y..........~""~.~.~'+.!"'..;,:;,~....~._'t.';, .
~,." "" .,.......,..__..~....-
"
. ~.
l./
REV-1S47 EX AFP (12-95*
C~AltH Of PENNSYLVANIA
DlPAlltHl:Nt Of R(ytNU[
IURtAU Of INDIVIDUAL 'A~['
DEP', lIUDl
ItlRRlllUAG. P,l 111"'.0.01
ACN 101
NOTECE Of INHERIrANCE TAX
APPRAISENENr. ALLOWANCE OR DESALLOWANCE
Of DEDucrEONS AND ASSESSNENT Of TAX
DATE 05- 06-96
FILE NO.
DATE OF DEATH 09-01-95 CDUNTV CUMBERLAND
HOrE. TO INSURE PROPER CREOEr TP YOUR ACCOUNr. SUBNET THE UPPER PORTION Of rHIS fOR" WITH YOUR TAX
PAY"ENT TP THE REGESTER Of WILLS. "AKE CHECK PAYABLE TO "REGESTER Of WILLS, AGENT"
REMIT PAVMENT TO:
EDWARD L SCHDRPP ESQ
36 S HANDVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CD CDURT HDUSE
CARLISLE, PA 17013
r.:: A~ount R..tti.d
I
CUT ALDNO THIS LINE ~ RETAIN LDWER PORTlDN FOR YOUR RECDRDS ~
iiili:is4'i-ix"AFpuiiZ":9SY"iliiYici--OF-YN'Hiiiii'i1NCE-YAX-jiPPRA-iiiiHEilT~--Ai.rowilNCE-ijRum---.___..m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT DF TAX
ESTATE OF SHEALER CATHERINE H FILE ND. 21 95-077D ACN 101 DATE 05-06-96
TAK RETURN WAS, (X) ACCEPrEO AS FILED
RESERVATION CDNCERNINO FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DNI ORIGINAL RETURN
1. R.al Eat.t. (Schedule AJ (1)
2. stock. and Bond. (Schedul. 8) (2)
S. Cloa.ly Held stock/Partner.hip Int.r..t (Schedul. C) IS)
4. "arta.a.a/Nat.. Receivable (Schedul. OJ (4)
s. C..h/8ank Oapollta/"tlc. Parlonal ProPlrty (Schedule EJ IS)
6. Jointly Owned Property (Schedul. fJ (6)
7. Tran.fare (Schedule OJ (7)
8. Total A...t.
) CItANGED
.00
,00
.00
.00
24.953.12
.00
.00
lal
24,953.12
APPRDVED DEDUCTIDNS AND EXEHPTIONSI
9. Funaral Expan..,/Ad.. COlt./HIIC. Exp.n... ISchedul. H) 19)
10. Debt./Hortgeg. LJabJIJtl../Llan. (Schedula I) 110)
11. Total Deduction.
12. Hat Value of Tax Raturn
15. Charitabla/Gavarn.ant.1 Oaqua.t. ISchadule JJ
14. Hat Value of e.tat. Subjact to TaM
10,134.17
,00
(111
U21
USl
U41
10.134 17
14.81B.95
.00
14.81B.95
If an a.aee.ment wa. i..ued previoualy, line.
reflect figure. that include the totel of ~
ASSESSHENT OF TAXI
15. Anount of Lln. 14 at Spau.al
16. Anaunt of Llna 14 taxable at
17. A.aunt of Lln. 14 taxable at
18. Principal r.M Dua
TAX CREDITS I
PAY"ENT
DATE
14, 15 and~or 16, 17 and 18 will
return. e..e..ed to date.
NDTEI
14,BlB.95 K .00.
.00 X .06.
.00 X .15.
1181
.00
.00
.00
.00
rata
LJn.aI/Cl... A r.t.
Coll.taraI/CI... Brat.
US)
U61
(171
RECEIPT
NU"BER
DISCOUNT (t)
INTEREST (-)
A"OUNT PAID
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.OD
.00
.00
.00
. If PAID AfTER DATE INDECArED, SEE REVERSE
FOR CALCULATION Of ADDEYIONAL INTEREST.
If TOTAL DUE IS LESS TitAN fl, NO PAY"ENr IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRIo YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE Of TItIS FOR" fOR INSTRUCTIONS.)
flf?
f'
.
If. :0:0
r" ~
,,~, .G'
S "
-< 00' ,.
I .,
01 ,
..
RESERVATION I
-0
N
o
N
Elt.t.. 01 dec~t. d~lng on or ~fGr. O'c'~r II, .," -. I' enw future Intl,...t In the ..tat. I, tr~.,.rr.d
In po......on or .,.JOWI-nt to el... I (colhta,.aU bWHIrlclarl.. 0' thl dlnd."t .fh,. thl ..plratJCM1 of any ..t.t.
11'. or for Y"t', the C~..lth hltlbV ..pr...lv ral.rv.. the right to appreS.. and ...... tran"I,. Inherltinel
at the lawful CI... . (colll'I"II) tIt. on anw luch lutur. Int.,...t.
,
{~
: ,.,
('l
:;pr
....~
~>,
:.-'..:(0
cnn
...
10'
h...
PUIll'OSE OF
NOllCEr To fulfill t~ requlr..ant. of Sactlon 2140 of thl Inheritance ~ E.tat. Tlx Act, Act It of .9'.. 72 P.S.
Sactlon 2140.
PAMMT.
htach thl top portion of this NoUn and tub.it .,lth your pIYlent to thl AIgllt,,. of WIU. printed on thl tlva,... .Ida.
--".... chIck or ~y orde,. payable tal REGISTER OF HILLS, AGENT
All pav.ent. r.ceived aha11 flr.t be .ppll.d to ~y Int.rl.t which "V be due with ~y r...lndir ~pll.d to thl tl..
REFUND (CA), A r.fund of I taM cr'dlt, which w.. not raqu..tad on th. 11. A.turn, ..y ba r.que.tld by co~l.tlng an "Appllcltlon
for Aa'und of Penn'Yl~anla InhlrltlnCl ~ E.tata 1.." (AEY-lSIS). Application. ara Ivallabl. at th. Dfflc.
of the R.,latar 0' Will., any 0' the 2! A.~enua Dhtrlct offlc.., or bV c.Ulng the .peclal Z'-hour
an.warlng .arvlc. ~r. for for.. ord.rlngl In Penn.vlvanla 1-IOO-S'Z-Z050, outelde P.nn.ylvanll and
within local Harrl.burg .r.. (717) 717-1109', 100. (717) 77Z-2252 (H..rln, 1~.lr.d Only).
DIJECTlONSI Any party In Int.r..t not ..thflad with the appra"...nt. aUowanc. or dlaaUowlnca of d.ductlon.. or e.......nt
of tax (Including dl.count or Int.r..t) .. .hown an thl. Hotlc. lU.t obJ.ct within .Ixty (60) dlY' of r.c.lpt of
thlt Hotlca bYI
ADHIN
IS1UTtY!
tORMCTIOKSI
.-wrlttan prot..t to tha PA D.pert'.nt of Rlv.nu., Bo.rd of App.al., D.pt. Z1I1021. Harrl.burg, PA 171211-1021, OR
.-.Iactlon to hava th. .att.r d.l.r.ln.d at audit of the account a' th. p.r.onll rapra.antltlv., OR
-.~paal to th. Orphan.' Court,
F~tu.l .rror. dl'co~.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.pert..nt of R.venue,
Bur.au 0' Indl~ldu.l TI.", AllNI Po.t AI......nt R.1JI.w unit, Dapt, 210'01, Hlrrl.burg, PA 17128-0601
Phon. (717) 717-6505. Saa p.,. S of th. booklat "In.tructlon. lor Inh.rltanc. T'M R.turn lor e Ra.ldant
Dec.dent" (REY-ISOl) lor an ..planatlon of ad.lnl.tratl~.IY corr.ctabl. arror..
DJSC~TI
INTEREST I
II any taM dua I. paid wIthin thr.. IS) cal.ndar aonthl aftar tha d,c,d.nt', d,.th. a flv. p.rcant (5X) dl.count 0'
the tlX p.ld I. ellow.d.
Int.ra.t I. charg.d b.,lnnlng with flr.t day of d.llnquancy. or nine (9) aonth. and one (1) dlV Iro. the dlt. of
d.ath, to the data 0' paveent. Te.al which b.ce.. delInquent b.fora January I, 1912 bear Int.ra.t at th. rat. 01
II. ('X) percent per annu. calcul.tad It a dally rata 0' .000164. All ta.a. which becea. dallnqu.nt on and a,t.r
JDnU.ry 1, 19.2 will ba.r Intara.t .t . rete which will vary Iru. cllander ya.r to calandar y.ar with that rat.
announcld by thl Pi DePlrt..nt 0' Rav.nu.. Tha appllcabl. Intar..t tat.. lor 19112 through 1996 arll
!!!! Int"l.t R... Dallv Int.r..t ractor !!!r Inl".at Rat. Dally Int"l.t rlclor
1982 zax .0005'1 1917 'X .ODD247
nlS "X .ODU511 19111-1991 lU .000101
1984 [U .OOll!D1 1992 'X .OUZU
1985 UX .000lS' l'U-19" 7X .000192
.... lOX .0002" 1995-1'96 'X .000247
--Int"..t It calculat.d .. lol1owlI
INTEREST a BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I.,ued allar thl t.. baco... d.llnquent will raflact an Int.r..t calculation to II't.ln (15) d.y,
beyond the dlt. 01 the ........nt. If p'YI.nt 1. aed. .ftar the Int.r..t co~t.tlon dlt. .hown on the
Natlca, eddltlonel Int.r..t .u.t be cllcul.t.d.