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HomeMy WebLinkAbout96-00414 J ~ -' , --.. --< ) .--~, '-:--; " , j " ." -r) ., '. '" ~. " .~ " " ~, ro',-, .. j C}-- ,~ '- -., '1- '.j ~ :;- , c J. , 1 d oJ .' .~, ,""r'-. , r- -,.....: , '. s:. ~ ] 1 ,'. ~ .:: -:;- ---2 , ~ .> \-.:) ~ , , ., .J ;'\ (( ,~" - .' .~ .~ .~ -.:", .c\ c'- .> '--V -- (~ ~. ". .~ (-, .J , ; - ~~ - -..----...,.Jld.-V..4- ~...T ...-;t:. ~ ., . . PETITION FOIt PIWnATE und GltANT OF I.ETTEltS No. ___~L=-_9kL=ldj!d--- To: cstat" of Haude (;. S"-~'J."-__.___.._ --- a/.w kt/IJII'/1 as -----..-- __________. Ilegisler of Wilh for Ihe 199-:-07-::' 6 {)l'~"'a".tI. CounlY of Comhe r I "nd iu the !iodal Sel'lIrity No. II COll1monweahh of Pennsylvania The pelilion of Ihe undersigned respectfully repre,,'nts Ihal: Your petilioner(s), who j:./are 1M yea" of age or older an the execut or" in Ihe lasl will of the above decedenl, dated ()c tohe r II and codicil(,) dated none named ,19~ (\lalC rdc\'anl cir(lllmIOllh:C:\, C.il. rClllludilliull. l1l'illh Oll.\l....Ultlf. ell,,1 Deeendem was domiciled at dealh in Cumbe r I ",,,I h er la't family or princil1~1 ~_~,idence at Chorch of God 1'.1\f\l-I.jl--r- ~l:. l1i~1 \lIcel, Ilumhcr i1m! fllunciJlillil)'1 __ COUI1lYj Penn,ylvania, with Home, Car h;lc, Deeendent, then 93 years of age, died al Church of God 1I0me. Carli"le. I'A Except a, follows, decedent did nol marry, wa, not divorced and did nOI have a child born or adopted after execution of Ihe will offered for probate; was nOllhe victill10f a killing and was never adjudicated ineompelenl: none Decendent at death owned property wilh estimaled values as follow,: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If nol domiciled in Pa.) Personal property in Conmy Value of real eSlale in Pennsylvania situated as follows: flay 16 .19 96 S 63,000.00 S S S WHEREFORE, pelitioner(s) respectfully request(s) Ihe probate of Ihe last will and codicil(s) presented herewilh and the grant of leners testamentary (lc\tamelUar)'; admini"Uillion c.I.a.; adminhlralion d.b.n.c.l.a.) theron. '" lr u c ~ "0_ .- . c'" "'~ c ].g 11'': -~ .0. lr~ 50 ;; c .. Iii // 4../ /(t?,,~ I"r ,,/ . <..4'..t.; ". "..~,(',t. 1'--(<--- Nancy S. Fogc'lsanger" C~de S. SI~ive; Jr. (t ;. -/ 4! .!--1. 307 East King Street Shippensburg, I'A 17257 (717) 532-5848 515 Childs Avenue Drexel IIi 11 , I'A 19026 (61.QL622-0869 OATH 01' PERSONAL REPRESENTATIVE COMMONWEALTH 01-' PENNSYI.VANIA } 88 COUNTY OF CUfIllERI.ANIl The pelilioner(s) abo\'e.named ,wear(,) or afllnn(,) Ihm the Slalement' inlhe foregoing petition arc true and correCI to the heM of the knowledge and helief of petilioner(,) and Ihat as personal represen. talive(s) of the abo\'e decedent pelilioner(,) will well and Iruly administer Ihe estme according 10 law. Sworn 10 or affirmed :md subscribed . ;::'.: ;, .'~, ./ .~;.<.~...."'1-'d': ,1"'c..-' r;, before m.e thi,. 20TH . d.aY of ~ . " ;' .,,' -, ~. 7n",Mt,y . I" Lt:J 96L;'t . 4L::L.d/f.,"-;;" ~ {I . ;71'~l('t.p t ~.l_'.'\ .I iT:'(--( r"\ '- 1./ ~ " (MARY C. LEWIS R,'/:imr :_Jf'l'1 ~ I (/ \ -:-:-' - 'LJL\ - lo ' " No, 21 - 96 - 414 Estate of Haude (;, Sh I Ve . Deceased DECREE 0... PROBATE AND GRANT Of LETTERS AND NOW MAY 22 19~, in considcration of thc pctition on thc rcvcrsc sidc hcrcof, satisfaclory proof having bccn prcscntcd bcforc mc, IT IS DECREED thatthc instrumclll(s) datcd October II, 1994 dcscribcd thcrcin bc admittcd to probatc and filed of record as thc lasl will of Haude G. Shive and letters testamcntary arehercbygranledto Nancy S. FOl(cIsanl(cr and Clydc S. Shivc, Jr. Will Book N Page -lJ J \.. () . ~~, ..r -) "~. .i!hnGto f?rJ' R~8i!.ler of Wills MARY C. LEWIS FEES 115.00 9.00 n 34342 Probate, lcttcrs, Etc. ......... $ Short Certificatcs( ~ .......... $ Renunciation ................ $ X-Pages $ g.OO JCP 5.00 . MAY 1~:Allg% $ m.QO Fllcd ................................... David P. Pcrkins, Esquirc ATTORNEY (Sup. C.. 1.0. No.) NARK, WEIGLE AND PERKINS 126 East Kin~ Strcct ADDRESS Shippcnsburg, PA 17257 (7171 532-7388 PHONE nn :0 c: rn \0 ~ :ant ~ .., 0' r .- t.. ,. -' ~ '. "-, 0 ( " -0 :~t~ "'" ,,1 n .J:>;:: i~ ... -oJ Letters and order put in attorneys file in Prothy. on 5-22-96. 21 - 96 - 414 00 '0 :0 c ii> :Un: 3 :;' 0'\ .:-;-, ~ r'- " ~ -< l- N 0 .- -u " . "'" &, 9. ,IL Ci P::' -.J ~ ..s:r- ~ Rocore,.:' j.;,: 01 R(I:,:l,,; " '/'1.11::0 '96 I'lAY 20 P" :07 Clll.. ' . .,;ollrt Curno;;:i1..IlIJ Co" PA ~ ~ I ~ 1a1..a ~ ~ ~~ III Z i ~ II: ~ & ~ S ~ ~ I- ~ <i <t ( a D. III ~ ! .; .J ~ :t a: I!l zl- a ~ _ a: III III 0 ~ 3 ~ III a . ( ~ ~ ~ x <t III ~ I>l > .... = '" "a '" I>l "" ::J :S ... .' . I, "... .... ..... I.I\ST WlI.L ANIl 1'ES'J'AM~;N'J' I, MAUIlE G. SHIVE, of <01 Eust llurd Street, Apnrtment 1l-306, llorough uf Shippensburg, Cumberlund County, PCllnay lvauia, being of suund mind, memory and dispusition, do hercby make, publish and declare thia my Lnst Will and Testament, hereby revokillg und muking void all wills by me at any time heretofure made. FIRST. 1 urder and direct the puyment 01 all my just debts and funerul expenses as soon as muy be convenient after my deceuse. SECO!>'\) . I give and bequeath my dinmond engngement ring to my daughter, NANCY S. FOGELSANGER, ubsolutely. THIRD. I give und bequeath the sum of TWO HUNDRED DOLLAI<S ($200.00) to my son CLYDE S. SIIlVE, JR., ubsoluteI)'. FOURTH. I give, devise und bequeuth ull the rest, residue and remuinder of my estute, reul, personul and mi>:ed, whatsoever and wheresoever sHuute, in equal shares, as followb: A. ONE SHARE to my daughter, NANCY S. FOGELSANGER; and II. ONE SHARE to my son, CLYIJE S. SHIVE, JR.; FIFTH. In the event that on)' of my suid children should predeceuse me or is not living on the sixtieth (60th) duy following my deuth, leaving issue who survive me, I then give, devise und bequeath ,wid deceused child 1 s share to his or her issue, on a per stirper. distribution busis. SlXTlI. I nominute. constitute and uppoint NANCY S. l'UGEI.SANGER and CLYIlE S. SHIVE, JR., or the survivor thereof, to be the Cu-Executors of this my Last lIill and Telltament. , ii/1l. (SEAL) MARK. W[IGL[: AND r>t:HKINS - A1TOlmr:vs AT lAW - 126 EAST KING StlU:l:l - 51iIPPtNsnURG. Ph. 17257 COMMONWEALTH OF l'liNNSYI.VANIA 55. COUNTY OF FRANKLlN We, C;;;),:~{ C C<.J<-~ '}) /" ( " ( \ . "I, ' I U/ (I' and the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we wer" present and saw MAUDE G. SHIVE, Testatrix, sign and execllt" the 1natrument as her Last Will; that she signed willingly and that she "xecuted it as her free and voluntary act for the purposes 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 she was at the time eighteen (18) or more years of age aud of sound mind and under no constraint or undue influence. c~ C' J I'D . '\. G.."h..~ ,'/ ( ,/ ~. ( ~/ ,,' , I" i. " t I Sworn or affiF~d to and. subscribed befor~ me. by ~ i ):,~ ....., /...t,\" d II'/It \''' ," an ''-_ o" /'_ l _ .." / <' / ( , I , I , witnesses, this U/I day of D~6L'U , 1994. /) ,/.~ ,./,.,/. ,I /I' (<".', A.' ,(, ~/....(' '{,( ,-(.). /... /". '- /. . I .' J. " ! \ NooaMI seal !lrnlO L rw.ffie<ry. Nct>ry Pldc CI~;!.Ili"~I".b.t;tJ Cora. Fror~.,CaJ fI},........:fl"',,;"':.:~o8'rjm!;Aug 4.1~ ____.~----,- ollol<ho1OllS ! MARk lWE'ltie'~ff1\y~~lKIN; _ ATTORNEVS AT LAW - 126 CAST KINO STReEt _ Stilf'PENSllURG, PA. '1257 IN RE: ES'IXJ'E OF MALJDE (j, SIIIVE.latc oflhc Ilorough of Carlislc. Cumbcrlmlll Counly. Pcnnsylvania. dcccascd IN TilE (,OlJRT OF ('OMMON PLEAS OF ('tIMIlERLAND COLJNTY. PENNSYLV ANIA ORPIIANS' ('OLJRT DIVISION I~STATE NUMIlER 21%.0414 CERTIFICATION OF NOTICE IINIlEI{ IUlLE :;,MlIl Namc of Dcccdcnt: Maudc 0, Shivc DatcofDcath: May 16. 19% \Viii No, 21%.0414 To thc Rcgistcr: 1 ccrtilY thatnoticc of bcnclicial intcrcst rcquircd by Rulc 5,6(a) of Ihc Orphans' Court Rulcs was scrvcd on or Illailcd to thc following bcncliciarics of thc abovc-captioncd cstatc on May 23. 1996: Nancy S. Fogelsangcr 307 Easl King Strccl Shippcnshurg. I' A 17257 Clydc S, Shivc. Jr. 515 Childs A vcnuc Drcxclllill.PA 19026 Noticc has no\\' bccn givcnto all pcrsons cntitlcd Ihercto under rulc 5,6(a) exccpt NONE, May 23. 1996 Signalurc g). C C.....l~ Nalllc: David 1'. Perkins. Esquire ~ 1 i" .;:'1 -:: .~: Addrcss: MARK. WEIGLE AND PERKINS 126 East King Strcct Shippcnsburg. PA 17257 ...., (i. Telcphonc: (717) 532-7388 'D I Pcrsonal Rcprcscnltltivc -. :.3 -., Capacity: '.)(' ~ .- '''l ~;\ X Counsellin Pcrsonal Rcprcscnltltivc .\~ :5 t.)t.) MARK. Wl:lGlE AND PERKINS _ ATTORNEYS AT lAW _ 126 EAST KING STR[ET - StlIPI~t-:NsnUR(i. PA 17257.1397 ,I - '. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND II: _ ____._ .Nane~~ ~. Fogc 1 Han~c r boing duly sworn ___ _____ according to low, dopos", and ..ys that sho ___.!",_~e_ _~)_L_~l!e__ _C.<!:-J,?,_e_".!~~()r., _ 01 tho Estato 01 ___-1!!!)llle G. Shive lato 01 __the Uorough of CarJJsle, ___, Cumborland County, Po., docoased and that the within h on inventory modo by _.___.____llCT _______ __ _ ________, tho said Co-Executrix 01 the ontiro ostato 01 said docodent, consisting 01 011 tho personal prop.rty and roo I ostato, oxcept roal ostato outside tho Commonwoalth 01 Ponnsylvania, and that tho figures opposito each itom 01 tho Invontory reprosent it's lair value as 01 tho dato 01 docedent's death. Sworn to and subscribed beloro me, . f' __/IaLf-L/o L -c;...,r/.,,4,,,..,<'!:!---- r E..~ut, . Adm;n;tl,<<., Nancy S. Fogclsangcr, CO-EXCclltor 307 East King Street ..J:"rt?"vl-.~ 10 19 96 1 - ,';4, .,..t, /~ J: {;c "- NolariaJ Seal LInda K. KleIn, NolaJy PublIc ~1IbIrg. PA Clmlnnd Cctdy My corrrnIsam ElIplrIe Aupt 15, 2000 Oato of o..t I Shippensburg, PA 17257 Addr... O.Y Nay Month 1996 Yea, INSTRUCTIONS I. An invontory must be Iiled within three months alter appointment of porsonal roprasentative, 2. A supplement inventory mUlt bo filed within thirty daYI 01 dilcovery of additional assets. 3. Additional sheets may be attached 01 to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. I I '" i ... '" '" ..-< Z ~ ! ... .,; " ... tIl " cr ~ UJ I ..-< ~ tIl "" ~ "" I- ... .. '" '" w ~ '" - 0.. I ... u 0.. "" 0 III ",I .., " " 0 0 UJ w U 0 '" tIl >-<=l I J: "" ", .. " E ~ '" t- o.. LL ....; '"' .; 0.. ..-< I- ..J '" Z jj 0 i531 0 .>I- 0 I LL ..J 0.. ... :1:'" - W 0 <( "" -" ,;:. '" <-' N > z .;1 "" - 0.. " Z 0 0 " c .... 0 " . '" III Z '" , ... 0 0.. ;< 0 "" U Z w <( 't:ll ,21 ... 0.. '" ." 't:l .9! c .... ~ ~. - - .. " -.: .., S 0 " <=l '" .l> ." -'< " E 0 - ..! .. " 0 ..J U i.i: CD . . , . ..... InventOLY Entate of ~hude G. Shive Fran 05/16/% 1b 9/4/96 10:59 lX!scription I\ccmed lnterent Value Total Cash on Hand Cash in lock box 675.00 Checking I\ccounts Mellon Bank Checking I\ccount Mellon Bank Money Market Checking 2.30 177.64 5,133.10 54,229.75 59,362.85 Savings J\ccounts Orrsta.m Bank Christtros Club Patriot Federal Credit Union 8.111 140.00 2,679.59 2,819.59 Misc. Personal Property Diarrond Ring Refunds Capital Blue cross refund Church of God Hare refund O:rnronwealth of PA rent rebate 2,400.00 98.05 4,650.00 430.00 5,376.05 70,835.49 ----------- ----------- 1 ,'O!!J, . ",<uti; Q:> !Ii .,,, ..0'..., .... IJ} .... Ee '\0 , .~ p; sit ('J '1 .. - 0 y,'.) ~,~ 0 @ -- "I ill -:.0 ~~ 'tl .. 11<1 III III \,',0', os I .. z :~ ~'. . u - .. ;0: ,!!i i 'tl ~~E~~~ . ~ r !l! ""mlz: . Q:i~~Ci ';lz: 0 .... < '0 ....-It IZl :!l1l4 Ul~' Ul I ~!;;~~Elil .0 as! g . III III Z .!; I ur-t I u ....dj:;ii ~ wE ) .' 'c:l'" '. II< 0\ rol ~~~!!lZ!; :0 H.... ~ ;~88.~' iilQ flli>< r Ul ~S~~~~ ~uo o ',lz:' II< ~ ;0: .... I u - 0 " = .; Ul rol ~ :! ~~ ~ <( III ~ ,~l~~ I-< Ul rol . .. i , , . , MARK. Wt:IGU: ANIl P~RKINS,\n...":\s A' I.A'" 116 EA.!IT KIN'i SIUf:t. SIIl.rt:"'IIl'ill1A'i. rt~....". 11151 T, ".rlln:'llt.l (711) 532.7388 ..,,\: (111) SJ1-6SS1 . . . . . - v ESTATE OF I\IAlII)E G. SIIIVE 1121%-11414 FMIILY SETTI.EI\IENT A<;IU:EMENT TillS AGREEMENT made this "10 L'e davof \'1, (.....,~,~.\ L" . . 1996. BETWEEN: NANCY S, FotiELSANCiER and CLYDE S, SIIIVE. JR.. hcing the legatees under the Last Will and Testament of Maude C j, Shive. late of the Borough of Carlisle. Cumherland County. Pennsylvania. AND NANCY S, FOGELSANGER ,lI1d CLYDE S, SIIIVE. .IR.. Co-Executors of the Estate under the Last Will and Testament of Mmtde G. Shive. deceased. WIIEREAS. l'vlaude G. Shive died May 16. 1996. leslale. and under her Willleli her estate to the parties herein: and WIIEREAS. Lellers Testamentary were granted to Nancy S, Fogelsanger and Clyde S. Shive. .Ir.. on May 22.1996. hy the Register of Wills of Cumber land County. Pennsylvania: and WIIEREAS. all the assets of the late Maude G. Shive have been liquidated or distributed and all her debts paid in lilll. and Iilrther the period of li.,ur months having terminated since the lirst advertisement of the issuance of Lellers to the said Co-Executors, the said parties hereto desire to waive the duty of lhe Co-Executors to lile a Firsl and Final Account with Proposed Schedule of Distribution lor purposes of confirmation by The Court of Common Pleas of Cumberland County. Orphans' Court Division. AND FURTIIER desire that a Fmllily Settlemcnt Agreement be executed. whieh Family Selllelllent Agreement will be duly recorded among the deed records in and Iilr Cumberland County. NOW. TIIEREFORE. WITNESSETII. that the p.lrties hereto. in consideratilll1 of lhe MI\HK. \VUfitr: ANI) "I Ukl~J'. "IIOllNI V!. 1\, I floW . 1;'10 LI\<d ktNf; '."~f II ',tUl'Pl N'iIHJlH., PI\ 11~".1 IIlf7 I -. ,<. .~ ~ .., prcmiscs abovc slatcd. and orthc ^ccountin~ and Proposcd Schcdulc or Distrihution attachcd hcrcto and madc a part hcrcor. :md lhc rcceipl ortheir distrihutivc sharcs as thcrcin shown. do mutually hind thcmsclvcs to thc said Distrihution and ^ccounting as scl Ii.lrth ami rurthcr mutually relcasc cach othcr and in particular Nancy S. Fogclsangcr and Clydc S, Shivc. Jr.. Co-Exccutors. rrom all elnims and dcmands whntsocvcr arising out orthc scttlcmcnt orthc Estntc or Maudc (j, Shivc, Thc partics hcrcto do rurthcr agrcc thnt should any liahility comc duc to thc cstatc or thc snid dcccdcnt nticr thc signing or this ngrccmcnt. wc nnd cnch or us do hcrcby co\'Cnant nnd agrcc with each othcr nnd thc nrorcsaid pcrsonnl rcprcscntntivcs that wc will contrihutc pro rutn our shurc orthc cstate to satisry nny nnd nil elaims. dcmands. suits. or causcs or action which may be succcssrully proseeutcd againstthc said cstatc or thc ali.lrcsaid pcrsonal rcprcscntativcs aticr the signing. scnling nnd delivcry or this ramily scttlcmcnt agrccment and Iinal rei case. IN WITNESS WHEREOF. thc pnrtics havc hcrcunto scttheir hnnds and scals thc day and ycar Iirst abovc writtcn. Witncss: ~~J n ".-' " ) t ).......)-\-.1'\ /7" j /--/ . /(at.;.'<1- " 0/':L./~~"~'f-'V Nancy,S, Fogelsanger' / (SE^L) S) J C. c:'vL~ ~>/' ~;;~,? CI) c S, Shivc. Jr. (SE^L) MAnK, WClGlE AND 1)(~HKINS _ AT10nNI:VS AT LAW _ 126 r:AST KINe. 51Hf:I:l - StlIP"r:U~IHlUC., "^ 11.!!,l 1.19/ COMMON\VEAI.T11 OF PENNSYL VANIA COUNTY OF CUMBERLAND SS, On this, th~ ,11 I)\-, day of D \,. ,.M \_ \. , 191)(" h~lilr~ 111~, a Notary Puhli~ in and Ii.lr said County :lI1d Slat~, th~ und~rsign~d omc~r, p~rsonally app~ar~d NANCY S, FOGELSANGER. known tOI11~ (or salislhclorily pro\'~n) to h~ th~ p~rson whose nal11~ is suhscrib~d to th~ within instrul11~nt. and acknowlcdged that sh~ ~xecuted th~ sal11~ lilr th~ purpos~s th~r~in containcd, Q ~ .':', C.vJ.J'J (SEAL) My commission ~xpir~s on: N,)~i1rlc;j Se.:!! D:J.:r1 P. P~rl.:n:;, :'IJ!.,'y p;:~,~;c S'1'C;./wjr;':':j a;ro Cl,;n;~("'.r,.! C'J:Jr:~ t.il c~.. ,';" i:cn EAP'~.:l~ (".1 :!f'. :D~7 '.'~:t'.?r. Pl';r:j . ~!r:J -'~:CC'3:'~r1 C! j.c.:aN~S COMMONWEALTH OF PENNSYL VANIA COUNTY OF c:.l.I MG,_'_\_ 1'\1'1 D SS. On this. th~ 3~"h. day of D~".....h,,-r . 1996. h~li.lr~ m~. a Notary Puhlic in and for said Counly and Stat~. th~ und~rsign~d omc~r. p~rsonally app~ar~d CLYDE S, SllIVE. .IR.. known to mc (or satisfaclorily pro\'~n) to h~ Ih~ person whosc namc is suhscrihcd to th~ within instrum~nt. and acknowlcdg~d that h~ ~x~cul~d th~ sam~ Ii.lr th~ purpos~s th~r~in contain~d, QJ0/~~ tvl\' commission cxpir~s on: No'",i,1 Senl Oa'lirJ P. Pt?'J..in:;, NOlmy P\lh:~c Sl1ippr:lJ;ibwgOOfO. CumlJ(>Ilittld CCUr.ly My Co~'n'::,;:;;on E.pitC$ O~;l ~IA. 1 O~7 "'cOlter, Penr.$~r;Jilni., ASSOCI.lI10!1 c! r~otalles MAnK. WEIGLI': AND PEUKIN5 - ^ TTOHNEVS ^ , tAW - I;!fi l:A"" KINO STurE' _ ~,IIl"PfN!.>IIUlH.. "A 112'.. 7 1 :lI,J1 (SEAL) ..... DISBURSEMENI'S OF PRINCIPAL Estate of Maude G. Shive For Period 05/16/96 Through 12/17/96 Administration ExpenSes (Prin) 5/23/96 Register of Wills, cumberland CbUnty - Letters Testamentary and Short Certificates 5/23/96 cumberland Law Journal - advertising Letters Testanentary 5/28/96 Belle Jewelers - appraisal of diarrond ring 6/11/96 News Chronicle - advertising Letters Testanentary 8/1/96 Register of Wills, cumberland Cbunty - PA Inheritance Tax payment at discount 9/4/96 Register of Wills, cumberland Cbunty - filing InventoJ:}', Appraiserrent, and Staterrent of Debts and Deductions 12/17/96 Register of Wills, cumberland CbUnty -filing Family settlerrent J\greeI1'etlt 12/17/96 Mark, Weigle and Perkins - reimburserrent for postage, xerox copies, and long distance telephone calls 12/17/96 Linda K. Klein - notary fee Fees and Ccmnissions (Prin) 12/17/96 Mark, Weigle and Perkins - attorney fee F\1neral ExpenSes (Prinl 5/23/96 Fogelsanger-Bricker F\1neral Home 5/23/96 Cressler's Fruit Market - reception food 5/23/96 WCSC, First Church of God - reception 5/23/96 First Church of God - donation Page 3 $ 147.00 60.00 26.50 56.60 3,400.00 28.00 60.00 I \ 20.00 12.00 \ r ----------- $ 3,810.10 ( 4,291. 78 $ 5,424.40 61.38 50.00 500.00 MARK. WBIGLE AND PBRIONS _ ATtORNEYS AT LAW -126 EAST KING STREET - SIIIPPENSBURG, PA 17257.1397 DISffiIBUfIONS OF PRINCIPAL 'lD BENEFICIlIRIFS Estate of Maude G. Shive For Period 05/16/96 'I1u:ough 12/17/96 Page 5 To: Nancy S. Fogelsanger Cash 9/25/96 Cash $ 22,500.00 To: Nancy S. Fogelsanger Diarrcnd Ring 5/22/96 Diarrcnd Ring 2,400.00 To: Nancy S. Fogelsanger 1/2 of Patriot Federal Credit Union Share Savings Account 7/23/96 Cash 4,019.40 Total for Nancy S. Fogelsanger To: Clyde S. Shivei, Jr. Cash $ 28,919.40 9/25/96 Cash 22,500.00 To: Clyde S. Shive, Jr. 1/2 of Patriot Federal Credit Union share Savings Account 7/23/96 Cash 4,019.40 Total for Clyde S. shive, Jr. 'lOI'AL DISffiIBUfIONS OF PRINCIPAL 'lD BENEFICIARIES 26,519.40 $ 55,438.80 ----------- ----------- MARK, WEIGLE AND PERKINS _ ATIORNEYS AT LAW - 126 EAST KING STREET. SIIJPPENSDURG. PA 17257-1397 DISffiIBUfIONS OF INca.n;: 'lD BENEPICIARIES Estate of Maude G. Shive For Period 05/16/96 Through 12/17/96 Page 8 To: Nancy S. Fogelsanger 1/2 of Patriot Federal Credit Union final interest at closing 7/23/96 Cash $ 18.43 To: Clyde S. Shive, Jr. 1/2 of Patriot Federal Credit Union final interest at closing 7/23/96 Cash 18.42 'IUmL DISffiIBUfIONS OF INa:t-lE 'lD BENEFICIARIES $ 36.85 ----------- ----------- MARK, WEIGLE AND PERKINS - ATIORNEYS AT LAW - 126 EAST KING STREET _ SIIJPPENSDURG, PA 17257-1397 \ PROFUSED DISffiIBUfIONS 'lD BENEFICIARIES Estate of Maude G. Shive For Period 05/16/96 'I1u:ough 12/17/96 Page 9 To: Nancy S. Fogelsanger Residue 12/17/96 The beneficiary will receive a 50% interest estate's residue, representing a portion of following assets: in the the Cash $ 1,458.59 103.81 Inheritance Tax Refund to be rec'd CUrrent balance $207.61 Total $ 1,562.40 To: Clyde S. Shive, Jr. Residue 12/17/96 The beneficiary will receive a 50% interest in the estate's residue, representing a portion of the following assets: Cash 1,458.58 Inheritance Tax Refund to be rec'd CUrrent balance $207.61 103.80 Total $ 1,562.38 'IUmL PROroBED DISffiIBUfIONS 'lD BENEFICIARIES $ 3,124.78 ----------- ----------- MARK, WEIGLE AND PERKINS - ATIORNEYS AT LAW _ 126 EAST KING STREET _ SIIJPPENSDURG, PA 17257-1397 .~ . I I I r". ! N^NCY S. FOGELS^NCiER amI CI.YDE S. SIIIVE. JRoo Co-Executors of the Estate of Maude G. Shive. deceased. herehy declare under oath (penalties of perjury) that they have fully and tilithfully discharged the duties of their ollice; that the Ii.lregoing First and Final ^ccount is true and correct and fully discloses all signilicanttransactions occurring during the accounting period; that all known claims against the estate have heen paid in full; that. to their knowledge. there arc no claims nm" outstanding against the estate; and tlmt all taxes presently due from the estate have heen paid. ,; /',.-y' /.~ , fi f, v/~~. _ ~ /k...,-r. ....,.G.- NancY.. . Fogc\sanger. Co-Exccutor Subscribed and sworn to hy N^NCY S. FOGELS^NGER helllre me t~l:da~~fC%~~ .1996. Nolarial Seal Oa,id P. Perkins. Notary Pllb:'c Ship;"lOllJbllrq Dora, Cumberl,lnJ County l.1y Co!'"'ml;~icn ElCpircs Or.l. 28. 10tl7 Mcn.ter. Penn5}'/ilrllt A,:;.cC:,11,on 0: Uc.tartes Subscribed and sworn to by CLYDE S. SHIVE. JR.. before me this.?,cb,,-day of ~t.."..hv" . 1996. c;)) U. G~ Notarial Seal " Oil'lid p, Perkin:;, NOlcuy Pub:ic StuPP(ln.lblJrg Dora. Cumbeflantl Counly My CO!';il1"l::i:;;on Expires 0::1" i!A. 10tl7 Member, Pennsylvania Associc1tion 01 Notaries MAUK. WCIGl.t: AND I'l:RKINS _ ^lTORNI:VS AI tAW _ 1~'6 CAST KINO SlfU:r:l - StllPPI:NSIlUffG, ItA 1721j"; 13<:)1 14. Not Valuo Subject to Tax (Uno 12 minus Uno 13) IS. spousal rr.1nslerS(lor datl!!s 01 dulh aftl'r 6~JO.941. Su Instrutllonslor APPI,colbleP"runla"eOnP<lge2.(lncfudl! "afuu horn Schedule'" or Schedule M.I 16. Amount 01 Uno 14 taxablo at 6% rate (Includo valuos Irom Schedule K or Schedulo M.) 17. Amount of Uno 14 laxablo at 15% rato (Includo valuos from Schodulo K or Schodlllo M.) lB. Principal lax duo (Add lax Irom Unos 15, 16 and 17.) 19, Cradlts Spousal rowlv Credll Prior Pavmonts Discount + 3,400.00+ 168.02- 20. If lme 19 is grealer than Uno 10. cntor tho dllfcronco on lino 20, This is rho OVERPAYMENT. A. Check haro ff au are requesUn a rofund at Our ave a ant 21. If Lino 10 is greater than lino 19. cnler tho differonco on linD 21. This IS 1110 TAX DUE. A. Enler tho inlctost on tho balanco duo on Lino 21A. B. Entortho lolal 01 Uno 21 and 21A on Uno 21B. Th"" Iho BALANCE DUE, Make Check Payable 10: Reglsler 01 Wills. Agenl ... ... BE SURE TO ANSWER ALL QUESTIDNS ON PAGE 2 AND TO RECHECK MATli'" ... Undor ponalllos 01 pOllury. I doclolo 111a11 havo oxammod Ihls /olurn, mcludmq occomponymq sChOdulos and slalomonlS, and 10 tho boSI 01 my knowlodgo and boliol, 'I is IIUO, Corrocl and complolo. I doclolO Ihol 011 rool oslOlo has boon roportod 01 truo markol VOlllO. Doelolallon 01 prop 0101 olhor than tho pOlsonol represenlativD 19 basad on aJllnformatlon 01 which prcparcr has any knowlodqa. S~9tj1'TURE OF prftSO~SPONS~.i;JlE ran riLING RETURN ADDRESS /'h" ...-" ,.. /. ~-x: IV See Schedule attached SION E OF PA[f1~OT(ifA HfAN [PRESENTAtIV[ AODrUS5 G . ~ 126 East Kin Street 01 NT"", Shippensburg, PA 17257 "CV-""O""l~") INHERITANCE TAX RETURN ~~~t?,n~~~rFOA~~MIT[R 12131/91 RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED CO"MO'W[AUtlOI ""'''LVAMA (TO BE FILED IN DUPLICATE FILE NUMBER OU'A"I"[NT Uf 'l[V,"UL 21 1996 tl'"fliS~~:;~";~~~::''''6111 WITH REGISTER OF WILLS) COUNTY CODE YEAR DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS Shive, Maude G. Clllrch of God Hare SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 DECEDENT 199-07-6116 05/16/96 08/26/1902 Counly C\.unberland Count IIf '''''''CAUll' 5U"VIV'''; '''ou:".., NA"L ""', SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) tlRST AND MIDOL[ INITIAL) " CHECK APPRO- PRIATE BLOCKS CORRES- PONDENT RECAPIT - ULATION TAX CDMPUTA- TION l' I I' . ( "' ( .~- 0414 NUMBER 1. Original Relurn Supplomontal Return 3. Romainder Roturn 1111, datu (If dulh ~Hlnr to 1~-1:J-811 o 5. Fodoral Estato Tax ROfurn Rcqulred o 4. limllod Estato o 4a Fultuo Inlmo:;1 Compromiso (lor dalos 01 daalh aflm 12.12-02) IB B. Docodont Diad Toslalo 0 7. Docodonl Marnlmnod 0 Uvinq Trusl 1 a. TOlol NllmbOl 01 Solo Doposil Boxos (AIIoeh copy 01 W'lI) (A1loch copy 01 Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFDRMATION SHOULD BE DIRECTED TO: NAME David P. Perkins, Es h-e TELEPHONE NUMBER (717) 532-7388 1. Roal ESlalo (Schodulo A) ( 1 ) 2. Slocks and Bonds (Schodulo B) ( 2 ) 3. CI050ly Hold Slock/PollnOlShip Inlorosl (Sch. C) ( 3 ) 4. Morrgogos and NOlos Rocolvoblo (Schodulo D) ( 4 ) 5, Cash. Bank DepOSits & Miscallaneous Parsonal ( 5 ) Proporty (Schodulo E) 6. Joinlly Ownod PropOlly (Schodulo F) ( 6 ) 7. TranslOls (Schodulo G) (Schodulo L) ( 7 ) 8. Tolol Gross AssOls (lololUnos 1-7) 9, Funaral Expanses. Adminislrative Costs, ( 9 ) Miscellaneous Expenses (Schedule H) 10. Dobis, Mortgago UOb"ltIOS, Uons (Schodulo I) (10) 11. TOlol Doducliono (10101 Linos 9 & 10) 12. Net Value 01 Estate (Une 8 minus Uno 11) 13, Charitable and GovornmontalBequests (Schedule J) COMPLETE MAILING ADDRESS Mark, Weigle and Perkins 126 East King Street Shi ns ,PA 17257 None None None None 68,155.90 2,679.59 None ( B) 70,835.49 11,435.66 3,392.96 (11) (12) (13) 14,828.62 56,006.87 None (15) (14) 56,006.87 x . . (16) 56,006.87x .06 . 3,360.41 (17) 0.00 x .15 . 0.00 (IB) 3,360.41 Inlerest (19) (20) 3,568.02 207.61 (21) (21A) (21B) OAf( Q-II)-9(, Copy tight Forms !Iothule On'y, '99. Netco, Inc. N94PA(lO, OAT( 'i-/O-YU Estate of: Maude G. Shive 21-1996-0414 The following persons are signing the retUl11 as representatives of the estate: Nancy S. Fogelsanger 307 East King Street Shippensb.1rg, PA 17257 . . REV-l!108 [l.ll~e'l SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploaso Prinl or T 0 FILE NUMBER 21-1996-0414 must bo dlsclosod on Schodulo F DESCRIPTION VALUE AT DATE OF DEATH 1 Cash in lock box 875.00 2 Mellon Bank Checking Account 11412-583-4566 5,130.80 Interest on alxwe item accrued as of decedent's death 2.30 3 Mellon Bank M:mey Market Checking Account 11410-070-4198 54,051. 91 Interest on alxwe item accrued as of decedent's death 177.84 4 Orrstown Bank Christmas Club Account 11000-920298 140.00 5 Diarrcnd Ring - ladies 14Icr White Gold Diarrcnd Filigree Ring 2,400.00 6 Capital Blue Cross - 5-29-96 refund at cancellation 98.05 7 Church of God Hare - refund 6/14/96 4,850.00 8 CamDnwealth of PA - 1995 rent rebate received 7/1/96 430.00 TOTAL (Also onlol on IIno 5. Rocapllulallon) $ (Anach add.llonal8 112' x 11" shOOls II moro spaco Is noodod.) 68,155.90 PA15081 NTF "IS COpyti;ht Forms Softw.arll Only, '994 Netco,lne. N94J'A081 ". REV-15O!l EX + (12-0lJ) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Maude G. Shive SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-1996-0414 Jolnttenanl(s): NAME A Nancy S. Fogelsanger ADDRESS 307 East King Street Shippensburg, PA 17257 RELATIONSHIP TO DECEDENT Daughter B Clyde S. Shive, Jr. 515 Childs Avenue Drexel Hill, PA 19026 Son JolnUy-owned property: LETTER DATE DOllAR VALUE OF ITEM rOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DECEDENT'S NO. JOINT OF ASSET "INT. TENANT JOINT INTEREST 1 lIB 12/27/93 Patriot Federal Credit Union 8,013.55 33.333% 2,671.18 Share Savings Account 111741, joint with Nancy S. Fogelsanger and Clyde S. Shive, Jr. lIB 12/27/93 Interest on above item accrued 25.25 33.3333% 8.41 as of decedent's death TOTAL (Also enter en Irne G. ROC.Pllufalren) $ 2,679.59 PA1S091 Nrr: 121M (If moru spaco IS nocdod. insert addlllonaJ sheets 01 same SIlO.) COPYflgllt FO""I Sollw..,. Only. 1994 N.,CO, Inc. N9.PAD91 '. I\rV.l!ln rXt(1.1Il1 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Print .r Typ. COMMONWfAL Hi or P[NN5YLVANIA INHrRlTANCE TAX nt1UIlN nrSIO[NT DECED[Nr ESTATE OF Maude G. Shive ITEM NO. A. Fun.ral Exp.ns.s: FILE NUMBER 21-1996-0414 DESCRIPTION AMOUNT See Schedule attached Tbtal from continuation page(s) B. Admlnlstrallv. C.sts: 6,736.78 1. Personal Representative Commissions Social Security Number 01 Personal Roprosonlative: Yoar Commissions paid 0.00 2, AlIornay Foes Narre: Mark, Weigle and Perkins 3. Family Examplion Claimant Relationship 4,291. 78 0.00 Addross 01 Claimant al docadant's daalh Slroel Addrass City Slala Zip Coda 4, Probala Foes 147.00 C. Miscellaneous Expenses: See Schedule attached Tbtal from continuation e(s) 260.10 11,435.66 TOTAL (Also onter on linn 9, Rccapllulil110n) (II mar. spac.ls n.eded. Ins.rtaddlUonalsh.ets 01 sam. slz..) $ PA1Slll NTF "" cOPVllght Fo,ml Soltw,lfe Only, 1994 Nelco, Inc. N94PA, , 1 Page 2 21-1996-0414 Estate of: Maude G. shive sQlEOOLE H, PARI' A -- Funeral ExpenSes J\IrOUOt Item No. Description - 5,424.40 61.38 1 Fogelsanger-Bricker Funeral Hare 2 cressler's Fruit Market - reception food 3 WCSC, First Church of God - reception 50.00 326.00 4 Shull-Koontz - grave narker 5 First Church of God - donation 6 ChurCh of God Hare - donation 500.00 375.00 TOl'AL. (earry forward to nain schedule) . . . . . . 6,736.78 ') I \ .;l' ,1..I...)'.....!/.l!."'. I'! 'i',',q ,1,1,:/. -- ,,~~~:9(\ _.'f/)JJ'r (0......0.....'''111. or '1..tl~lIV""jl" ClI'UI...I',l()1II,!,.ul INHUlIAHCI 1.10.1 DIIII\IOH DIU UOtoOI tl....luu.a. " I1UI0601 J SAFE DEPOSIT BO INVENTORY htcl:l~l t-,..~t_'-: TtiOMAS SHAMBAUGH ... .1 ',' Ii I',' (jULI '," 'If (JH II C f,()lj /,(,1 t.1 II tH' ", j "I 1. (Illtt. II~J'j AI,O 11..1''' .11l ',IIlYIf.1 " I( v ..~ fl. II 911 MUST BE COMPleTED BY REPRESENTATIVE or rINANCIAlINSTlTUTlOt~ WliUtE SAfE OfF COUNTY CODE ...... D fiLE NUMBER D'SOCIAl .?' I L Cf'b OI./-l L{ L_L~ DECEDENT'S NAME IlA~T. 'I,,!,T. MIDDLEI 'i. in tt(..< r.U- 0- ADDRESS OF DECEDENT ISHIHl1 {ClIYI 0/ /'.I /dt::.r1<J/"......... /Y1 U-r ~ {~ NAME AND ADaRESS Of PERSON REOUESTING THE OPENING Of THE SAfE DEPOSIT BOX INAMEj .1J.l'III'dll,III.IJ".I'l!(.I',IHI{)I',( I I (,IHI" ..flU.....lq IlU. ',(;01""1 "'....I '.II',jllt. I'^ , '1;'11 ()1U' '''s:-iC:''y (, l!llAHI r"dr .J 7 () /,2 BtiWltJ /;)-( "i:. f10~ /~ ~ IstAHI Ill' CODE I t9,r /7,J....r? ?~rt.l,'1:___, lCil'l ~ I".-_a~.ry NAME, ADDRESS AND RELATIONSHIP II;: ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING .. lNAM!YV~,.I c.. '1 <; 'h"JJ2t.C)(:'_~-- -~~iiH~~'t'lj"t:Y1 ~.,/ (StAHt AOORESSI ICltYI /" "3 i>? 'i /~ ....,~ ~ ~,/,~"j--~Y b. (NAMr) tJ- IJlHATION~tuPI. ~/./ P A.L'1>O CU:Z.........u% (stun ADDRESS) IOTYI a-- I v t. L 4c:r p4 c::'5h / ftrlo--,{,.. ~y /~ , (RHATIONSHffi ' (StREET ADDRESS) [l11'I,lll','lld!)1 Ill.'(tj\ll j: 1:1 ~1I1 ,.o~. [liP COOO lStATEI IllP COOEI /,-:j " ;J :;J.s 7 l~tATEI Ill' COOEI / )_,+..5'7 ICITYI ~Pru- 6V<~ DATE AND liME OfL TENTRY ../~A4 .A^ ./~ <ju-/.)/5 '6: q(, "".(.V'~IV1 TITLE UNDER WHICH BOX IS REGISTERED rn ()).) d.J. (". ~. J-R- c, INAMEI lStREEt AOOUSS) {CITY] (StAHl NAME AND ADDRESS OF fiNANCIAL INSTITUTION WHERE THE SAfE DEPOSIT BOX IS LOCATED (NAME) ~ ISTREET ADDRESS) ~ I w 1<;;.,,,, I NAME Of PERSON M~NG LAST ENTRY N'0vvICt'! +v U~ DATE Of CONTRACTTO RENT BOX N ~'ER Of BOX 3-J-Cr bJ5 NAME AND ADDRESS OF PEASONIS) HAVING ACCESS TO BOX .. INAM!I ~ t-JlM'IU1~"':> rtb. __ fOA ISTREEtAOORfSSI ~ ~ 6v---.1L- ~ tf'- ISTATEI I ?.).-57 b. {HAMEl l~tRHT AOORES~I (!lTAHI ~ ~ E: ~ U .J ;;; ~ ~ ~ ~ ~ " :.i ... TranRRction Dr"cMption Tnm"hctlon Unh' Amnunt Aceoun! I.7hcr Numher ~ /7 ? Ibl~~uU~,I- ~trC> ) 'L1-) ~-!--.d; ~~~/L/J2pai-l/c:y~ -r:t (yr;!,?.uU )Jk--.J/... ~J.(i1\ -I ~v I ) ~!L'~~,.w.dt.~. SEE REVERSE FOR CREIJIT1NG OF DEPOSITS AN6l'AYJlfENTS {STAHl ISTAtU (ll'COOEI IlI'COOq Ill' COOEI IlIP COOEI IllP COOEI Poge J 01 _) .' . - , SAFE DEPOSIT BOX INVENTORY INSTRlic-t-IONS-----~-.-- ,-------.-- ,___n . -- ~~.--- ,--- - - ~- . ---..-- .~.. _.~_._------- (1) Ca.h: Roporllolal only, (2) Slock.. li.1 in dolail ovory common or prolerred corlilicolo, worrol1l or olher righll lound in bo.. Slack. aro to bo dOiignotod by nomo of compony, corlificato numbor, dolo 01 ccrllficalc, nomo in which ~lock i~ rC9i~lered, and numbor 01 .haro. ond clall 01 .Iock, (3) Obligations of U. S. Governmenl: Number 01 ilem.. dolo 01 issue. lace value, namel in which regi,'ered and Iype 01 owne"hip, i.o" joinlly held. payablo on dealh. elc. (4) Bond.. Designale by name, amount, serial numbor, or olhor designalion. (Bearer Bondi) (S) Bank and Savings and loan Passbook.. Stole name 01 deposilor, number 01 book, lost dole appearing in book, namo 01 bonk and branch, and balance, (6) Jewelry, Coin., Stamps, Manu.crlpts, olc: li.1 and describe a. lully a. possible. (7) Deeds, Morlgages, Curronlln.urance policies or other evidences 01 indebtedness, liil and dc"ribe Oi lully a. pOlliblo. (8) All alher content.. ITEM ITEM DE~CRIPlION NO. I eD - c:z.,.4 5"0:>00.0.:> A~:r. , 4~ 1..~.f~ Il/1ili.l ~f~uL -c -, /h''''J'.I.L... C S:h, v~ "'~ ~ n ~'4 ~ad~._'~ ~I- P' ---, 1__ 10 V t<q ;/). ~~ ,Cl. . C r./1'T~-L-- "...;;Z;; t q' ", '---/L , . J / / / / -/ / / / / / / /' I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD I~ PER~ON RECEIVING COpy OF - \ CORRECT AND COMPLETE TO THE BE~T OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY, -------~.. I ~ liGNifUl1 -- -.-.- --~---- //-1'~~ l1al-L<'." ./ ~2~' r{,-~__['J . PRINT NAME PRINT NAMf ~ 'cHIC.; ApPlol,-AI....lrio.~Ilow-- roNTT"" CHICIC. APPROPRIAll eOl ------- OEa.culotlttial OAdminill,oto'l,ria) o Eltot. R.pr.l.nlati.... 0 Joint owne' ollole depo,il bOI \ t NOTE. Attach additional 8'1." xII" .hoet (s)1I necossary or u.e duplicate. of lhl. pogo of farm. .. ~~i! .... ... ... ~~Cl r'I .... . ... .... oo ... '" ~!g! 01 " ... ... ~ ClCl U It'I 0 Ql ~~ .... ... ... U '" r'I III N r'I 01 .. N ... " Ql Ql . . ... .. ... .,. It'I > .. .. It'I .. U .. Ill'" :>: ~ .... UJ .. ..... >. OIQl" Ql Iil ~~Cl "... .. " ..... '"' ltI 0 > .. u :>: tl~ ~~ ..:>: III ... 'tl >''' Ql ~ ~Iil~ .. Ql ~ Ql .,. 0 Ql " 0 .. CO r'I ... o .. " ... !:l~Cl . .. :>:1.:) .. .... N .. .. .... :>:~~ .. ... <>:<>: ::l >.... ... I.:) Ql " r 0 :>: . III ~ . . . :>: u u III .. . . . . ... ~~~~ III :>: I.:) :>: u ........ . :z: :>: ~~ :>: ... ... 0 <>:<>: III ~ClCl '" CO :>: ... ... I.:) II< ... 0 It'I r'I 0 .... . . .. .,. It'I III It'I Ql ~ Ql Ql .. .. .. Ql .. 01" .. o III u u " u " ~e ~ ... Ol ......... .rot ... 5 Cl ....>.... I.:) III ..... to.... . "Ill" ~ .. .. Ql .. Ql ~ U " U Ql ... ... E Ql E .,. 0 '" .. Ql E Ql CO CO CO ~ .. 0 .. ~I I 1 I 0 .. u Co .,. '" CO .. .. " 0 N N I.:) III ... 1 I 1 I N r'I .,. , r ClO .... 0 0 ... . . . U III U ~ . . . . I.:) III ... Co .. III ~ Ql Ql > .. ... Ql >< ... ... .. lJI 0 lJI I-< III " "Ol III " ... ... lJI... ~ I.:) .w"Q~ .r:: u......... U Ql U cu lo1 > ltI 'tl Ql Ql ..... .r::: 0 to.r::: U ::l ~ ~ ~ U "'Ill U ~ .. Ql :>: III III lJI.... C ... III " .. o III .... Q ltI 0 ltI CO oo .!lCO"-'.QC '" oo u V) to en.... .... It'I CU w tJ) UJ V) .. .,. .,. ... Ql .. ::l I , .. UCo 'CoOl ~ 0 r'I It'I III .... CO CO ~ . r I 0 It'I oo Ol I I I U 0 N ... I.:) ... U CIIl U ~ ... ... .,. e3 ~ . . . . .,. .,. .,. U Co III Co Ol ~i~ ORRSTOWN BANK TO: MARK, WEIGLE AND PERKINS ATTORNEYS AT LAW 126 EAST KING STREET SHIPPENSBURG PA 17257-1397 fRO~I: ORRSTO\,r~ BANK P.O. BOX 250 SHIPPESNBURG PA 17257-0250 RE: ESTATE Of NAUDE G SlII VE DECEASED DATE Of DEATH: Nay 16, 1996 IT IS HEREBY CERTIfIED THAT TIlE ABOVE NAloIED DECEDENT HAD, ON THE ABOVE DATE, THE fOLLOWING ACCOUNTS WITH THE ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE Of ACCOUNT N/A DATE Of DEATH DATE OPE~ED PRINCIPLE & ACCRUED INTEREST (2) SAVINGS ACCOUNTS ACCOUNT NO. TITLE Of ACCOUNT N/A DATE OF DEATH DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIfICATES OF DEPOSIT DATE OF DEATH NUl'!B ER TITLE OF ACCOUNT ISSUE DATE FACE VALUE ACCRUED INTEREST N/A (4) CHRISTNAS CLUB ACCOUNT NO. TITLE OF ACCOUNT ISSUE DAn: FACE VALUE INTEREST 000-920298 Naude G Shive 11-13-1995 $140.00 $1. t1 DATE: 05-22-1996 ORRSTOWN BANK BY: Lisa KIlne . .v, ~~\0~::'''';I~.2''~'.:....:.l~\~''_.'''--':''-'';';:'_''':''':'';'';''_''',.,~.,~,. ::'\;..t~..;?. .:"~"'_...l....:"';./.'~'_...;...:'\ :.;.:':....: ,..~' .;.,:,:, ,'. ) "" ..",,,..,..,,.,,. ,. """., " ".. .", . ,...,.,' .., '''~ ""Ill"'"'''''''''''''' ""."." """..."."",,.,.".~''''.~ .. ;.) ~ \ \/ (J ~~t\\ ~;/I' ~;:~~,:~: C",,' i\pprahHtl ""'" ~\;t. . ..," 'j.. \ :;" ;;;') . JEWELIIV BELLE JEWELERS A!'PIIAISED ::~.::.:) ~~ g ,,~, ....""""':""""'" j,' ) . 'it ~ CHAMBERSBURG MALL ~ ':: ) ~~l TO. .,eM " MA He",,,m, CHAMBER'BURG, PA 17"" "^ ,,__ _ ",y """& ~:: 'j Y>;.~~ This is to Certify TIIAT WE ARE ENGAGUJ .N 1m .IE\'.tLilY BUSINESS. A",,,,'''''''I o"",.o"d>, VI,I[h,,>, ~f'" ,,) .. ':",. g Jewelrv ."d Plee,ou' SlOn," "I u" d"'C<'Pt"",, ."", h.",. 10,'.'1' ." "",,,,~,'d ," ...,,,1 ;,"',",,"'.: lor "',,'v ,pm nl j.. \ 'f ~ We Iocre,",lh celt,lv Ih,' we I..", Ih,' d,'y [,,,d,,lIy ''''''''''''01 Ih., Illllll",,"'! h\lo'd J,,,I d..,["b,,,j Jrl,cle, lloe ..~. ..,-/ '~~ i :"',,";~;'-"'"O>'. 'og' ","g.,---- i in , ~ I '"'"'' _ ----,o.n. Kio,- "',,' 'hi pp"'bu'g. P A 11257 __ ___ ~ ~'i~ ',:;)~.~ g WChl cstlmatt' Ithe ~Jllle .IS IAlstcd fOf, ImUI.lnC~jO"lT lJttll'l PUll.}:)"!' ill the CUff,Pllt rl;,'~'1I1 value, t!l'.cll1t1l1'~1 F"rdclill anti ~ "'~~:;'1 ut cr tJIICS. " OlJ"'lllg thIS pprJISJ., \.,'~ {In I' ,hl'l'\~:O urt.h.l~" Of '''P"It.1' t l'~ altLC:"\. Ladies 14KT White Gold Diamond filigree ring consisting of one round shape rose cut diamond approx. 1/3 ct. in weight VVS2 clarity and G ~~'L .. .' color r. S,. E{:';: ;;[$' $2.400.00 ~~'i:' s~k :~~~ 5 >., ~ ~,~ ~ .,0' ~ ;!~, ~ ~, g~ij;;..~.t S':~;. , at, . S;'~'l' S::~':':'-' ... o:~" . f:~f Ir~.\ " .. ~ ~, ~ The 10'.'10'"9 Apl'"mJI " """'" .11"j aeu'I'I",1 llplll1 the exp"'>> unrlel\I...,d""J a ~~ . that 1'110 Lahllitv or Rl'~pomlhdIIV ...~,~ f:i / II ::'l' t>, ~ SI(;NfD. ~ l;;Z':-/ '- - ,Vt',,-r7 - ---- ~ ':: ~>~, :: . ~~~ '.' ~I~ I:i~ .....l:.ilm:"""'u"'mllI""""'''::, ,,,,,,,,,,,,,.,.""11"""'"'''''' . .,.... " .11.. "", " r.' "" ,. c"'ll",,"W"E " 'f:'."1~8~\~~:::~F '!~'-j'r.:~'?\" '!:~:;-~'~.:~~'.\'\;~. -(I'it;.,,;;--'C--;):-'\;~-'D"-;;'1iT"" ..':~..-;<'\,; ~ '-;C,;""'--;;,;-;-,,;-'::--;\";;T:",'1iZ";; ~:;; ~ -",~-~"";;;",,---,;-,,,~-~"~~~""':"--~~._------""''';:''''-'-''''''-'"~'._''''''~''-~/ ,,-{; :: .:.... ,.~:.:: '" .. ~-,~ : P~. 5 ,..;.:.": . :::~:~: :: RETAIL REPLACEMENT VALUE EXCLUDING TAXES ".~)~ g ,";". -', ~ ./ .~ : .;Wg .. ..'~ :j>g ~:; ... :;~ '#.t E .;hJ , . .. 'k;~ ;".~' ';n~; ~ ~.. n.,7: . !,i- ~ 'Vg ;.:'>~: ; ..A .--- I.AST W1LL ANIl n:STAMENT I, MAU\lE G. SHIVE, of ;(01 East Bunl Street, Apartment H-306, Borough of Shippensburg, Cumberland County, Pennsy lvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. ~. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient nfter my decease. SECOh'D . I give and bequeath my diamond eng:lgement ring to my daughter, NANCY S. FOGELSANGER, absolutely. ~. I give and bequeath the sum of TWO HUJ\'DRED DOLLARS ($200.00) to my son CLYDE S. SHIVE, JR., absolutely. FOURTH. I give, devise and bequeath all the .rest, residue and remainder estate, real, personal and mh:ed, whatsoever and wheresoever situate, in shares, as follows: A. ONE SHARE to my daughter, NANCY S. FOGELSM,GER; and B. ONE SIIARE to my son, CLY\lE S. SlllVE, JR.; FIFTH. - In the event that any of my said children should predecease me or is not living on the sixtieth (60th) day following my death, leaving issue who survive me, then give, devise and bequeath said deceased child'S share to his or her issue, on a per stirpes distribution basis. SIXTlI. - I nominate, constitute and appoint !lANCY S. FOGELSANGER nnd CLYDE S. SHIVE, JR., or the survivor thereof, to be the Co-Executors of this my Last Will and Testament. ,), i)' ,j. . "If ,/) (j,.,l,J.. CAST KiNer-STRCET _ SHIPPENSOURO. rA. 17251 (SEAL) 'Iv " /-- MARK, WEIGLE. AND PERKINS _ ATTORNevs AT LAW - /126 , . I I SEVENTH. I direct that oy personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 1N WITNESS \,'IEREOF, I, MAUDE G. SHIVE, have hereunto set my hand and seal to this my Last l~il1 and 'festament, written on two pages, the first page signed for . c.- l.d ... identification only, thiSIIJ),. day of ':J ::V:-\.";l , 1994. :-. :: -; . ~t;' ...../: r., I "~;,, '. ~ ."_ t.". This instrument was by the testatrix, ~lAUDE G. SHIVE, on the date hereof, signed, published and declared by her to be her Last Will and Testament, presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names us witnesses. Q~ c C"t.s:3 ),/( Cfh'~_,'~{, /}/f1~7 UN:! ' ~ () MARl<, WEIGLE AND PERKINS - ATTORNEVS AT LAW _ 126 EAST KING STREET _ SHIPPENSDURG, PA. 17257 \ /5-- /{N . C, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE (' BUREAU Of 1N01VIOUAL TAKES H.t[AlfAH([ lAX DIVISION DEPI. 180ftOI HARRISBURC, Pi 111:1.0&01 NOTICE OF INHERITANCE TAK APPRA1SENENT, ALLOWANCE OR 01SALLOWANCE OF OEDUCT10NS AND ASSESSNENT OF TAK DAVID P PERKINS MARK ETAL 126 EKING ST SHIPPENSBURG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-16-96 SHIVE 05-16-96 21 96-0414 CUMBERLAND 101 PA 17257 1- Allount R.llt t tad *' 11'.114111 ", CII.tll MAUDE G MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v:is'4j-EiCAj:-p--m-:9&Y-ilii;'-icE--Oi'-YNHERiiiliicn'-"x-iippRiiiSEHEN,.-.--ALi.-owilNCE-OR'---m----m---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHIVE MAUDE G FILE NO. 21 96-0414 ACN 101 DATE 12-16-96 If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of ahh returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Llna 14 .t Spousal r.t. (15) 16. Allou"t of Lina 14 taxable .t Line.l/CI.s. A rat. (16) 17. Anount of line 14 taxable at Coll.t.r.l/C1.s. 8 rat. (17) 18. Principal rax Due TAX RETURN WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule Al (1) 2. Stocks and Bonds (Schedule OJ (2) 3. Closely Hald stock/Partnership Int.ra.t (Schedule C) (3) 4. Hartg.gas/Not.. Racalvable (Schedule DJ 141 5. Cash/Sank Deposits/Hise. Parsonal Property CSchedule EI (5) b. Jointly Owned Property CSchedule FJ (61 7. Transfers (Schedule GI (7) 8. Tobl Auet. CHANGED .00 .00 .00 .00 68.155.90 2.679.59 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral E~penses/Ad.. Costs/Hisc. E~p.nsel (Schedule H) (9) 10. Debts/Hortgag. liabilities/Liens CSchedule II (10) 11. Total Deductions 12. Net V.lue of Ta~ Return 13. Charitable/Govern..nta1 aequests (Schedule JI 14. Net Value of Estate Subject to Ta~ 11,435.66 3.392.96 Ill) 11?1 IUI 114) NOTE: .00 X .00: 56,006.87 K .06: .00 K .15: 118) TAX CREDITS: PAYNE NT DATE 08-02-96 DISCOUNT It) INTEREST 1-) 168.02 RECEIPT NUNBER AA146584 ANOUNT PAID 3,400.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 70,835.49 14.8?R 6? 56,006.87 .00 56,006.87 .00 3,360.41 .00 3,360.41 3,568.02 207.61CR .00 207.61CR . IF PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I 2~ .0 :0 ;0", ;:1-' 0- t) n r:-~ ,., n '. 0 I..l - n - w R[SERVATlONI :.:g o' N 0- -OL .. c.., C [.tat.. of decedents dying on O~ before Dec..b.r 12. 19112 ~- If any future Int.rnt In ~ ;Utate h2tran.f.rr.a.... In pall...lon or enjoy..nt to t1a.. . (collataral) beneflclarle. of the dacadant after the ..plr.t~ of any a.tat. llf. or for yaar., tha Co..onw..lth her.by axpre.,IV t...tva. t~ right to apprals. and ...... tran.f.r Inherlts",s at the l.~ful Cia" a (collat.ral) rat. on any such future Int.r..t. /Dr Ta... ~POSE Of HOTlCE: To fulfill the requlr...nt. of Section 1140 of the Inheritance and E,tat. Ta. Act, Act 11 of 1991. 11 P.S. Section 1140. PAYKENT I Datach the top portion of thl. Hotlea and lubalt with your pay.ant to the Ragl.tar of Will. printed on the ravat.. .Ida, uHaka chack or aoney order payable to: REGISTER OF' MILLS, AGENT '11 pay.ents received shall first be applied to any Interest which oay be due with any reoalnder applied to the t.x. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Aeturn, oay be request.d by coopletlng an -Application for R.fund of P.nnsvlvanla Inh.rltance and Estate Tax- CREV-1313). Applications are avallabl. at the Office of the R.glster of wills, anv of the 23 R.venu. District Offices, or bv calling the sp.clal 24-hour answ.rlng s.rvlce nueb.rs for for.s ord.rlng: In Pennsvlvanla 1-800-362-2050, outside Pennsvlvanla and within local HarriSburg area (717) 787-8094, TOO. (717) 172-2252 (Hearing I.palred Only). OBJECTIONS: Any party In Int.rest not satisfied with the appralse..nt. allowance or disallowance of d.ductlons, or ass.ss.ent of tax (Including discount or Inter.st) as shown on this Notice oust Object within sixty (6Q) days of receipt of this Notice by: -.wrltten prot.st to the PA Depart..nt of Revenu., Board of App.als, Dept. 281021. Harrisburg, PA 17128-1021. OR .-electJon to have the oatt.r deter.lned at audit of the account of the personal repre.entetlve, OR -.app.al to the Orphans' Court. ADHIN ISTRATIVE CORRECTIONS: Factual errors discovered on this as.ess..nt should be addressed In writing to: PA Oepart.ent of A.vlnue, Bureau of Individual Taxes, AITH: Post A....s..nt Review Unit. Oept. 280601, Harrisburg. PA 17128-0601 Phone (711) 787-6505. S.e page S of thl booklet -Instructions for Inheritance Tax Return for a R..ldent O.eed.nt- (REV-1501) for an e.planatlon of adolnlstratlvelY correctable errors. DISCOUNT: If any tax due Is paid within three (3) calendar .onths after the deeedent's d.ath, a five percent (5~) dl.eount of the tax paid Is allowed. PENALTY: Th. 15~ tax aenesty non-participation p.nalty I. coeput.d on the total of the tax and Interest asse.sed. and not paid before January 18, 1996, the first day after the end of the tax a.nesty periOd. Thl. non-participation penalty I. appealable In the sa.e .ann.r and In the the .a.. tl.e p.rlod a. you would appeal the tax and Inter..t that has be.n assessed a. Indicated on this notice. INTEREST: Inter.st Is charged beginning with first day of delinquency, or nine (9) eonthl and on. (1) dav froe the date of death, to the date of pay.ent. Ta.es whiCh becae. delinquent before January I, 1982 b.ar Inter..t at the rat. of II. (6~) percent p.r annu. calculated at a dally rate of .000164. All ta.es which b.ca.. d.llnquent on and aft.r January I, 1982 will b.ar Int.re.t at a rate which will vary fro. calendar year to calendar y.ar with that rat. announced by the PA Oepart.ent of Rev.nue. The applicable Interest rates for 1982 through 1997 are: '!!!! Interest Rate Dally Internt factor ~ Interest Aate O..lly (ntere.t factor 1982 20~ .000548 1981 .x .000241 1983 16~ .000438 1988-1991 11~ .000301 1984 ll~ .000301 1992 'X .000247 1985 U~ .0003!t6 1993-}994 1X .000192 1986 IO~ . D00214 1995-1997 'X .000247 --Internt Is calculated a. fol1oMu INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I.sued aft.r the tax b.co.., dellnqu.nt will reflect an Interest calculation to fifteen (IS) day. b.yond the date of the ass...oent. If pay.ent Js .ade after the Int.re.t coeputatlon date shown on the Notlc., additional Int.r..t .....t b. calculated. PAvttDf1'1 o.tech the top portion of thh Notic. and s\blllt ..lth your PII'P."t .act. paYllbl. to thli na.. and addrn. prlnt~ on the r.ver.. .lde. I f RESIDENT DECEDENT .ak. check or .on.y ord.r p.yabl. to: REGISTER OF WILLS, AGENT. If NOH.RESIDENT DECEDENT .ak. check or .oney arder p.Yable tal COHHONWEALTH OF PENNSYLVANIA. AU paYMf1t. rac.lv~ sh.ll be 1IPP1I~ flr.t to eny Int.,..t which NY be due ..ith any n.alnder applied to the tall. REFUND (CA)I A refund af a tall credit, ..hlch .... not reque.ted on the Tall Return, .ay be reque.ted by callpletlng an RAppllcatlon far Refund of Penn.ylvanla Inherltanc. and E.tat. TaxR (REV-1515). Application. .r. available at the Off!ce of the Regl.ter of Will., eny of the Z5 Revenue Dl.trlct OffIce. ar fra. the Depart.ent'. Zft-hour an....rlna ..rvlc. nueber. for far.1 ordering: In Pennlylvanla 1.800-16Z-Z050, out.lde Pennlylvanla and within local HarrIlburg are. (117) 787-8094, TDDI (717) nZ-2Z5Z (flearlng IIIPalred only). REPLV TOI Que.tlonl ragardlng errorl contained on thl. notice should be addres.ed tal PA D.part.."t af RevllOUll, aUreau of IndividUal Talles, ATTN: Past Assess.."t Revl... Unit, Dept. Z80601, Harrisburg, PA 17128-0601, phon. (7171 787-6505. DISCOUNT: If any tax dua Is paid within thr.. (1) calendar .onthl IIftlr the dlcadant.s death, a five percent (5X) dIscount of the tall paid II allawed. PEHAL TV I Tha 15% tall aanesty non-participatIon penalty Is caeputad on the total of tha tall and Int.r.st IIssesslld, and not paid before January 18, 1996, the first day after the end of the tax .~esty period. INTEREST I Int.rest II charged beginning with flr.t day of delinquency, or nln. (9) 1I0nth. and ona (1) day fro. the date of death, to the data of pay..nt. Talles ..hlch baca.e delinquent be for. January I, 198Z bear Interest at the rat. of .111 (6X) parcent pllr ~ clllcullltad at a dally rat. of .000164. All tllll.' which baca.e delinquent on and after Janullry 1, 1982 ..111 bear Interast lit a ratll which will vary frail calendar year to calendllr y.llr ..Ith that rat. announclld by tha PA Depart..nt of Rllvenue. Thll IIPpllcable Interest ratas for 198Z through 1997 are: Vaar Inter..t Rate Dally Int.te.t Factor Vear Int.,..t Rata Dally Int.test Factor 1982 lO% .000548 1987 'X .000Z47 1981 16X .00008 1985-1991 UiC .000101 1984 UiC .00nOl 1991 .X .OODZH 1985 UX .000156 1"1-1994 7X .0011192 I'" lOX .00Dll4 1995-1997 'X .000247 --Internt Is calculat.d .. fo11Olol': INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlce Issued .ft.r the tax bllCOIIe. delinquent ..Ill r.fl.ct en Inter..t calculation to flft.en CIS) day. beYond the date of the aua...."t. 11 payunt .. eedll after tI'M Int.rnt cOllPUtaUon data shown on tI'M NoUe., eddltlonal Interest .ust be calculated. -. .... ,', REGISTER OF WII.I.S. CUHIIERI.ANIl COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Naude G. Shive Date of Death: 5-16-96 Will No. 2196-0414 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 estate: 1. State whether administration of the estate is complete: Yes X llo 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No 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. Da te: I L - J 1- '!I-~ C. r:- ~0A ,J . :J.~,l",,\ Signat.ure ; - C:? .i , Ilavid P. Perkins, Esquire Name (Please type or print) NARK. WEIGLE ANIl PERKINS 126 East King Street Address Shippcnsburg, PA 17257 ( 717 I 532-7388 Tel. No. '5 (.") c 1/) -:~.~ -,~ \D I ~ ....., , .-,,- (.1 ...: o tIl ",e:: a: ~ ., .J .~ to <"'6 Capacity: Personal Representative x Counsel for personal representative (MAIl:rmf/AM3)