HomeMy WebLinkAbout96-00492
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also A'no,,"" II.\' ______~___.'________.____._..__
PETITION 1,'01{ PROnATE and GI~ANT 0... LETTERS
No. . ~.l ~9 C .. - (Ie; 2..._ __.u._
To:
___.___.___,____ ___.u.__ _.~.__ I{cgisle, of Will, fur ,he
., . .___~ .. ~., IJt'n,(/,,,'d, l'IIUIlIY of...fI~I1l~,er].n.'.l.<!......., ill
Social St'Cllri/J' No. 17/,-05-1381 _______ CllIllmollwealth of PCIlIl'yll'Ullia
Thc pelitiun uf the Illl<ler,ignetl re'pcelfllll~ rcpre,ent' that:
YUllr peliliuner(s), whu ;~/are IN ycar, of age ur oldcr anlhe eXc~lII ;ices
in the la,t willuf Ihe ahol'e <lcet'dclll, <late<l___,._..!'IP.t:IJJ,2..__,___
IlOO MIilulll;lll,t3t6d. ______.,,____
Ihe
named
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Deeendem wa, dumicilc<l :II death in _m_~~mb"rlll.nE. . CUllnty, Penn'ylvania, with
his laS! family or principal re,l<lellee:ll ___ 325_I.Jn!!.l1..i!)g~O_!L!cnne. Carlisle
BorouRh PA 17013
(Ii..t 'lfl'l", IIlllllhl.'r ,1I1L1l1ltllh:ipaliIYJ
Deeelldem, lhen 86 year, uf age, died _J.IJO!! 1 . 19 qfi
nl The Thornwnld I1Qme Carlis1.!!_l'.A....nOJ3
Exeepl as follows. <leeedent did nOlmarry, wa, nol <livureed and di<l,ulI have n ~hild born or adopte<l
after execution of the willuffere<l fur prob:lle: wa' nol the I'ietim of a killing and wa' nel'er adjudicaled
ineompelem:
Deeendem at demh owned properlY wilh e,tirmued I'allle, a' folluws:
(If domiciled in Pa.) All persunal properlY S 65.000
(If nol domiciled in Pa.) I'er,ollal properly in Penn'ylvania $
(I I' nol domicile<l ill I'a.) Persollal properlY in Connty $
Value uf real eSlate in Penn'yll'anin $
situaled as fullows: 325 lVlIshinRton LlIn.c......Caillsle. PA 17011 150,000.00
r.lll'AL $
WHEREFORE. pelilioner(,) respcelfully requesl(s) Ihe prnhme of the lasl
presented herewilh and the grant of lellers of testamentarv
215..000.00
will and eodieil(s)
theron.
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556 Hilcrest Dr~e
Carlisle PA 17013
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Patricia Ann Frev f
325 lVashinRton Lane
ClIrlt~le PA 17013
OATH 0... I)ERSONAL REPIU~SENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA
COUNTY OF _--l;l1mberland
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The pelitiuner(,) abul'e,named swear(,) ur afl1rm(s) thallhe 'talemel1ls in the furegoing peliliun are
lrue and ~urre~lln the hesluf lhe knowle<lge and belief uf pelilioner(s) an<llhal a, personal represen-
tlllivc(,) uf the :Ihul'e <lceedenl pelilioner(,) will well and lruly mhl1ini'ter the eSlale aeeor<ling 10 law.
Sworn In or affirmcd a~ snh,eribed 1
heforyl1e Ihis l2.~~__ de') uf
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COMMONWEALTH OF PE'iNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORD'ii
CERTIFICATE OF O-;ATH
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I.^S'J' IH [,I. ^NIJ 'l'I::S'I'^MI,N'1' OF
JOliN c, SlmM'I::H
I, John C. Sheafer, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my Last will and
Testament and revoke all wills and Codicils previously made by me,
ITEM I: I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness, shall
be paid from my residuary estate as soon as practicable after my
decease as a part of the expense of the administration of my
estate.
ITEM II: I bequeath any automobiles or motor vehicles I may
own at my death, my personal effects, houshold furnishings and
such other tangible personal property of like nature not already
specifically devised, together with any existing insurance
thereon, to my daughters, patricia ^nn Frey and Mary Jane Lobato,
to be divided between them by my personal representatives with
due regard for their personal preferences in as nearly equal
shares as practical, I direct that any of the foregoing articles
not selected by my said daughters shall be sold at public or
private sale by my personal representatives, and I further direct
that the net proceeds thereof shall be administered and
distributed as a part of the residue of my estate,
ITEM III: If upon my death I still own my residence at
325 Washington Lane, Carlisle, Pennsylvania, I direct that my
personal representatives have said property appraised, I direct
that my daughter, patricia ^nn Frey, have the first option to
purchase the property at the appraised value. Said option is to
be exercised within three months of my death. Upon the failure
of Patricia ^nn Frey to exercise said option, my daughter, Mary
Jane Lobato shall have the next option to purchase the property
at the appraised value. If said option is not exercised by Mary
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Jane Lobato within six (6) months of my death, I direct that said
residence be sold and the proceeds thereof distributed as a part
of the residue of my estate,
ITEM IV: I devise and bequeath the residue of my estate of
every nature and wherever situate, including any property over
which I shall have any power of appointment, to my said
daughters, Patricia Ann Frey and Mary Jane Lobato, Should either
of my daughters predecease me, I devise and bequeath her share of
my estate to her issue, per stirpes, and in default of any such
issue, her share of my estate shall be added to the share for the
other named daughter, or her issue.
ITEM V: All Federal, State and other death taxes payable
because of my death, with respect to the property forming my gross
estate for tax purposes, whether passing under this will or
otherwise, including any interest or penalty imposed in connection
with such taxes, shall be considered a part of the expense of the
administration of my estate and shall be paid out of the principal
of my residuary estate without apportionment or right of
reimbursement,
ITEM VI: I appoint my said daughters Executrices of this my
last IHll,
ITEM VII: I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction,
IN WITNESS 11HEREOF, I have hereunto set my hand and
seal, this \1.-\l.s day of April, 1989,
ld./ ;;" ,/I,/~~}~/}/, [SEAL]
COMMONWE/\L'l'lI OF PENNSYLV/\NI/\
SS
COUNTY OF CUMBERL/\ND
We, John C. Shea fer, Michael R. Rundle and Mary M, Price, the
Testator and the witnesses, respectively, whose names are signed
to the foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator signed and
executed the instrument as his Last will and that he had signed
willingly, and that he executed it as his free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed the
will as witness and that to the best of his/her knowledge the
Testator was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
J,!0-lL"'" /& . /1h&'l/PY
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Witness
Subscribed, sworn to and acknowledged before me by John
Sheafer, the Testator, and subscribed and sworn to before me
. d" h' 1'~:0.-
M~chael R. Rundle an Mary M. Pr~ce, w~tnesses, t ~s (~
of April, 1989,
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Reco',:, (! ! IWi:' of
ReU:'.o' G: Hills
'96 JUN 19 P4 :24
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REGISTER OF WILLS OF CUMBERLAND COUNTY.I'ENNSYLVANIA
In re Estate of JOHN C, SHEAFER., Late of Carlisle Borough
No: 1996-00492
PA No, 2196-0492
CERTIFICATION OF NOTICE 1JNDER R1JLE 5.6(a)
TO THE REGISTER OF WILLS:
I certifY that notice of beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above captioned
estate on June 21, 1996:
Nam.e.
Address
Mary Jane Lobato
556 Hill Crest Drive, Carlisle, PA 170IJ
Patricia Ann Frey
325 Washington Lane, Carlisle, PA I70IJ
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
July I, 1996
Counsel for the Estate of John C, Sheafer
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146995 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
.1~116J111''''J
RECEIVED FROM:
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ACN
ASSESSMENT r:t
CONTROL IitI
NUMBER
AMOUNT
BUCKLEY JOSEPH 0
1237 HOLLY PIKE
101 '11,ge9.83
CARLISLE, PA 17013
'O<<OHII'
ESTATE INFORMATION:
1:1 FilE NUMBER
~ 21 -1996-0492
1:1 NAME OF DECEDENT ILAST)
~ SHEAFER JOHN C
~ DATE OF PAYMENT
iii 12/02/96
II POSTMARK DATE
COUNTY
SSN 1711-0~)-'13Ell
(FIRST' (MI)
CUMBERLAND
DATE OF DEATH
06/01/96
REMARKS MARY JANE LOBATO
peJ6l )~8>HA~~ ~mEY
SEAL CHECKtI 2
m TOTAL AMOUNT PAID
$11,927.85
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RECEIVED BY ,
REGISTER OF WILLS
SIGNAlUIIE ,'.
I
MARY C. LEWIS ..,
REGISTER OF WILLS
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~ l'~~ INHERITANCE TAX RETURN
'!:.'i~;;! RESIDENT DECEDENT
COMMO"W"'''' or PI""'"'''''' ITO BE FILED IN DUPLICATE i.,
DI'.UIMaN' OIIHV(tWI I .A
tt..",fJ:b ~~O';'!:" ,1>0, ! WITH REGIS'fER OF WILLS) (ou.m CON
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I mll'.AFER, .JOliN c;, 325 \~ASllINGToN LANE
~O(lAt ',1(\11111, ~.Uf,\~tll ;(),o,T1 (JIIJi/.lt4 j[lAlI OJ ,WllIl CAHLlSLEt IJA 17013
17/,-05-1381 : 06-01-96 ,110-25-09 !<O"'" CUNIlERLAN]L.._______,__
IX I Otl!)II''1ul Rt'urn 2 5upplemenlal Re!urrt J 3. Remaindor Relurn
(for dOle" of doalh prior to 12.1 3.B21
.i 5. Foderal ellOlo Toll.
Rftlurn Roquirud
_ 8. ToIol Number of Sofo Dopo,it Boll.o'
I Fill NUMB'R
I
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C! '19 z...
NUMBER
YEAH
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40. Fuluro InlNoll Compromilo
Ifor do... 01 d.olh 011.,12.'2.821
] 6 Docedent Died T o\lale 7. D~((tdeflt Mainlained a living Trust
IAuo,h copy 01 Willi (Atto,h ,cpy 01 TruI')
ALL CORRESPONDENCE--ANDCONfIDENTIAL TAX INfORMATION SHOULD DE DIRECTED TO.
NAm----- .--.---- --...-. -- -. -- ----..-- fCOMPLE1( MAIlING AODIl(~!)
~oH~~r~u~;).~~~L...EY..!.._ESOcll!~~___. ------..----1 ~~~i.I~~~~.Y p~I~~o13
7.17...1 ~'t2~~/t't~"==c~c,,'~~,~c,,'=~~c,'~--c'c. .Jc'c'c--"~c' . -- .....
1. Rool E.,o'. (S,h.dul. A) I 11 l20,OOO.00
2, Slock. and Bond.IS,hodul. 81 ( 2) 73,130~18
0,00
3, Clo.oly H.ld Slo,IIPorlno"hip In'or..' (Schedule q I 31 ' ----- -----
4. Mor.gogo. and Nolo. R.,.i,obl. (S,h.dul. 01 ( 4) , ,0.00,
19,824,87
5. Cosh, Bonk Deposils & Milcollan~ou' Personal Properlyl 51
IS,hodule EI 0,00
6, Jo;n.ly Owned Prop.rly ISch.dul. FI ( 6) ,--,..---.------.-----
7, Tron"e" (S,hedule 0) (S,hedule l) I 7) ,______ __ 9...00...._________
8. Total Gran Anefl (totolline, 1.7)
Q. Funeral bpenun, Adminislrative Costs, MilCollan8ous ( Q) _J_~s6 It~Jt5__._.__
Expen.e. (Schodulo HI
10. Debts, Mortgage liahililie" liens (Schedule I)
11. To.al OeduClion. ('0'01 line. 9 & 101
12. Nel Value of Estate (Iin~ 8 minus line 111
13. Charitable and Governmental Bequel" (Schedule J)
14, Nel Volue Subject to Tal( Ililla 12 minu' line 13)
--.--.-----.--.---
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j 4. limilltd E\Iolt'
212,955.05
( 8) ____..________.
486,50
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(11) _.li.J~.L..52__
(121 198,797.50
(13)__._9.00 n"'__
(14) 198,797.50
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198,797,50
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15. Amount of line 14 tall.oble 01 6% rato
(Include ,olue. frem Schedulo K or S,hedule M,I
16. Amount of line 14 laxable 01 15% role
I'nclude value. Irom S,hedulo K or S,hedule M.I
17. Principal to~ duo (Add loll. from lifl8 15 and from line 16.1
18. Crediu Prior Paymenl\ DilCounl
+
19. If line 18 is greolor than line 17, enter the difference on line 19. Thi, h Ihe OVERPAYMENT.
aD
20. If line 17 is grealer than line 18, enler Ihe diHerence on line 20. This is the TAX DUE.
A. Enler Ihe interest on Ihe halanee due on line 20A.
120j --------
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lnlerell
(181
(19)
11 ,2~7~_____
Chcck hcro l' yo,", oro roquclling 0 rofund of your overpayment.
B, En.er .he lotol oll;no 20 and 20A on line 20B. Thi. i.,he DALANCE DUE.
Make ChICk Payable 'a: Reghler 01 Will., Agent
. .BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDI AND TO RECHECK MATH....
Und.r Plnalti.s of perjury, I decler. thaI I ha\'1 uamined In:, relurn, Including accompanying ,chedules and llal.m.nll, and 10 Iha b.st of my knowledge ond beliet
it il Irue, corrtct and complete. I d.clare tho I 011 real ell ole ho, been reporled ot true mot~al valua. Declaralion of pr.parer alher Ihan Ihe p'tflo!\al reprelentative il
baled on 011 information of whith preporer hOI any ~nowledge.
SIGNATURE Of PERSON RESPONSIBlE fOR fiLING IU1UR"-I AOORESS OATE
~;t..~ff~;;j:J..~~lA:"E ~~;;";I.".~~!ik~~ Car1~~~c.' PA 17013 b~':~mbcr 2~ 19~_6
~oSE'M1f.! BUCKLEY, ESQllIRE
IlV.UCU fit (4-161
W"'~
'IS
-.
COMMONWEAltH OF 'INNUlVANIA.
INHUlfANCf TAX IIf'UIIIN
IIIUIOINT DlCfDINT
I SCHEDULE B
.L STOCKS A~_D~_BONDS
J_~~-
---flLE.NUMBER'---..
-..,..-.. -....---...--.-..
.._.._______nu. ... _.._.
ESTATE Of
JOliN C, SIIEAFER
21-96-0492
-_._----_._~--'_._-_. .._._-~..__._-"-
(All propelly lolntly-own.d with Right of Survlvo"hlp mu.' b. dllC~o.!~d on Sch.dul. f.)
--_._---~'_.._--"..
VALUE AT DATE
OF DEATH
ITEM
NUMBER
1.
DESCRIPTION
3,792,008 shares of Lellg Mason's PA Tnx Free Income Trust
valued at $15.81 per share
59,951.65
2,
1,295,824 shares of Legg Nason's U,S, Government Bor.d Trust
valued at $10,17 per share
13,178.53
TOTAL (Also enler on line 2. Reeo itutolion)
(II more space ;s need.d. insert oddilionol she.rs of sam. size.J
S 73,130,18
ESTATE OF
JOliN C, SIIEAFER
ITEM
NUMBER
1l~lJlIllt I'''J
.
Il~f~:~"
.... ~i:i:....
COMMONWEAltH Of P(NNSYlVANIA
INHERITANCE fAX R(lURN
RESIDENT OECfO(NT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea.e Print or Type
FILE NUMBER
21-96-0492
DESCRIPTION
AMOUNT
A. Funeral Expen.e.:
1.
1I0FFMAN ROTH FUNERAL 1I0ME
RECEPTION FOLLOWING SERVICES - GIANT FOOD
6,036,00
l50,OO
2.
3,
FLORAL - GEORGE'S FLOWERS
100.00
B. Admlnl.tratlve Co.t"
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Personal Represenlative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
N.A.
2.
Alforney Fees JOSEPH D, BUCKLEY, ESQUIRE
6,400,00
3. Family Exemption
C1aimanl
Address 01 C1aimanl at decedenl's dealh
Slreel Address
Cily
Relalianship
Slale
Zip Code
Prabale Fees
735.05
Miscellaneous Expense"
Michael Barrett - appraisal fees
250.00
TOTAL (Also enler on line 9, Recapitulation)
(II more space Is needed, Insert addlllonal sheets 01 same size.)
5
13,671.05
',!YIlIl"'I"'IW
COMMONWrAtfH O. 'INNn,..,'NIA
INHlIllANCr 1,101 'ITU'N
'UIOINIDIClOINI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Ploa.o Print Dr Typo
FILE NUMBER
21-96-0492
ESTATE OF
JOHN C. SIIEAFER
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Thornwald Home - Final Bills
217.58
2.
Emerald Drugs - Medication
268,91
TOTAL (Also enter on line 10, Recopirulorion)
(II mor. space is needed, insert addjtional sheets 01 some size.)
$ 486.50
I:f-I/()' /
BUREAU OF INDIVIDUAL TAXES
IHtt[RllAHC[ laX DIVISIO"l
DEPf. lll0601
ItARAISlUAC, PI. IIlla.ottOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NallCE OF INtlERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
JOSEPH 0 BUCKLEY ESQ
1237 HOLLY PIKE
CARLISLE PA 17013
DATE
ESTA TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-31-97
SHEAFER
06-01-96
21 96-0492
CUMBERLAND
101
Allount Re..itted
c/ '*
t!t-I"'" au III.tll
JOHN
C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'v:is'4i-EiCAFP--ioi-:mnNij'ficEnO"niNHEiiiTANCE-YAX-iiP'iiiiA'isEHENT-,--ALLOiiiiiicE-ijR'--mm---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEAFER JOHN C FILE NO, 21 96-0492 ACN 101 DATE 03-31-97
TAX RETURN WAS I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 E.ht. (Sch.dulo AI 111
2. Stocks and Bondi (Schedul. 8) (2)
3. Clos.ly Held stock/Partnarshlp Int.ra.t (Schedula CJ (3)
4. Hartg.gas/Not.. Racelvable (Schedule OJ (4)
S. C..h/Sank Deposits/Hlsc. Parlonal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedul. f) (6)
7. Transfar. (Schedule OJ (7)
8. Total A...t,
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral E~p.ns../Adn. COlts/Hlsc. Expanse. (Schedule H) (9)
10. Debts/Hortgag. Liabilitie./lian' ISchadul. I) Cia)
11. Total Deduction.
12. Nat Valua of Tax R.turn
13. Charitabla/Govarnnantal Baqua.t. (Schadula J)
14. Nat Value of E.tata Subject to Tax
( I CHANGED
120.000.00
73.130.1B
.00
.00
19.B24.B7
.00
.00
181
13.671.05
486.50
1111
1121
1131
(14)
NOTE: To in.ura propar
credit to your account,
'UbMit tha uppar portion
of this forM with your
tax paYlnant.
212.955.05
14.1~7 ~~
198.797.50
.00
19B.797.50
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lina 14 at Spousel rat. CIS)
16. Alnount of Lina 14 taxabla at Lina.l/Cla.s A rate 116J
17. Anount of Lina 14 taxabla at Collataral/Cla.s 8 r.t. (17)
18. Principal Tax Dua
NOTE:
TAX CREDITS:
PAYNENT
DATE
12-02-96
RECEIPT
NUNBER
AA146995
DISCOUNT (+1
INTEREST/PEN PAla (-I
.00
.00
198.797.50
.00
X .00=
X .06=
X .15=
(18)
ANOUNT PAID
11.927.85
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
.00
II. 927.85
.00
,11,927.85
11.927.85
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN fl. NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
(""}('J
~: r-.
~,
~
'.
--
RESERVATION: E.tat.. 0' dlCldlnt. dyIng on or blfor. oeclabar lZ, 198Z ~~ If any futurl Int.r..t In the ..tat. II.tran.f.rrld
In po.....lon or .nJoy.ent to Cia.. B (collat.ral) b.n.'lclarl.. of the dlc.d.nt aft.r the ..plratlan of any ..t.t. for
Ilf. or for y.ar., thl Ca..anw..lth h.r.by ..pr...ly r...rv.. the right to appr.I.. and ...... tran.f.r Inh.rltanc. T....
.t the l.wful CI... B (collat.r.U ratIon any .uch 'utur. Int.rnt. -- 'C'
PURPOSE OF
NOTICE:
To fulfill the r.qulr...nt. of S.ctlon Z140 of th. Inherltanc. and E.t.t. T.. Act, Act 21 of 1995. (72 P.S.
Section 9140).
PAYKENT:
Detach the top portion of thl. Notlc. and .ubalt with your p.ye.nt to the R.gl.t.r of Will. prlnt.d on the rev.r.e .Ide.
~~Kah chick or .on.y ordu p.yable tal REGISTER OF HILLS, AGENT
REFUND (CR) I
A r.fund of . t.. cr.dlt, which was not requ..t.d on the T.. R.turn, ..y b. r.qu..t.d by coapletlng an ~Appllc.tlon
for Refund of P.MlYlvanl. InhlrItance and E.tat. T..~ (REV-UU). Application. ar. .v.llabl. .t the Offlc.
a' the R.gl.tlr of Wille, any of the 2] Rlvlnua ol.trlct of,lc.., or by c.lllng the ,plclal 24-hour
an.w.rlng ..rvlc. nueblr. far for.. ord.rlngl In P.nn.ylvanl. 1-800-]62-2050, out.ld. penn.ylvanla and
within local H.rrl.burg ar.a (717) 787~80'4, TOO' (717) 77Z-225Z (H.arlng Iap.lr.d Only).
OBJECTIONS I
Any p.rty In Int.r..t not ..tl.fled with the .ppr.I....nt, .llowanc. or dl..llowanc. of d.ductlon., or ........nt
of t.. (Including dl.count or Int.r..t) .. .hown on thl. Notlc. IU.t obJ.ct within II.ty (60) d.y. of rlcllpt of
this Notice bYI
--wrltt.n prot..t to the PA o.part..nt of R.v.nul, Bo.rd of App.al., O.pt. Z81021, H.rrllburg, PA 11128-1021, OR
~-llactlon to h.v. tha a.tt.r d.t.r.lnld at audit of the account of the p.rlonal r.pr...ntatlv., OR
--app..l to the Orphan.' Court.
ADKIN
ISTRATIVE
CORRECTIONS I
f.ctu.l .rror. dl.covlrad on thl. ........nt .hould b. .ddr....d In writing to; PA D.p.rt..nt of R.v.nu.,
Bur.au of Individual T...., ATTNI POlt A.......nt R.vl.w Unit, n.pt. 280601, H.rrl.burg, PA 17128-0601
Phone (711) 787-6505. S.e page 5 of the bookl.t ~In.tructlon. for Inh.rltanc. Ta. Return for a Re.ld.nt
Dec.dent~ (REV-ISOl) for an e.planatlon of ad.lnl.tratlv.ly corr.ctable Irror..
oISC~h
If any ta. due I. P.ld within thr.. (3) c.l.nd.r .onth. a't.r the d.c.d.nt'. dlath, . flv. p.rclnt (5X) dllcount 0'
the ta. paid I. .llow.d.
PENALTY I
Th. 15X ta. a~..ty non-p.rtlclpatlon p.nalty I. coeput.d on the total of the tax and Int.r.lt .......d, and not
p.ld b.for. Janu.ry 18, 1996, tha flr.t day aft.r the .nd of the t.. .an..ty p.rlod. Thl. non~partlclp.tlon
plnalty I. arp..labl. In the .... aann.r and In the the .... tl.. p.rlod .. yoU would .pp..l the tax and Int.r..t
th.t ha. b.en .......d a. Indlcat.d on thl. not Ie..
INTERESh
Int.r..t I. ch.rg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) eonth. and on. (1) day froa thl data of
dlath, to the data of p.YI.nt. Ta.I' which blc... d.llnquent b.for. January I, 1982 ba.r Int.r..t at thl rat. of
.1. (6X) percent p.r annua c.lculated .t a dally rat. 0' .000164. All t.... which b.cae. delInquent on and .ft.r
January I, 1982 wIll be.r Inter..t .t . r.t. which will vary fro. cal.nd.r y.ar to calendar year with th.t r.t.
announc.d by the PA Dep.rt.ent of R.v.nu.. The appllc.bl. Int.r..t rat.. for 1'8Z through 1997 .r.l
~ Int.rut R.tl Dally Int.re.t Factor :!!!! Int.r..t Rat. D.lly Int.r..t Factor
1982 ZOX .OD0548 1987 9X .000241
1983 16Z .000438 1988-1991 1U .000101
1984 1IX .000101 199Z 9X .OODZU
1985 UX .000]56 1991~1994 lX .000192
1986 lOX .D00274 1995~1997 9X .OD02U
ulntarut Is calculat.d .. follolll1
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~.Any Hotlce I..u.d .ft.r the tax becoa.. d.llnquent will r.fl.ct an Int.r..t calculation to flft..n C1S) day.
b.yond the date 0' the ........nt. I' p.y..nt I. aad. aft.r the Int.r..t coaputatlon data shown on thl
Notlc., additional Int.re.t lU.t b. c.lculated.
FAMILY AGnEEl\lENT
This Agrccmcnt cntcrcd into this 27th day of May, 1998, by and bctwccn MARY
JANE LOBATO and PATRICIA ANN FREY in thcir capacitics as Exccutriccs undcr thc
will datcd April 12, 1989, of JOI-IN C. S~IEAFER, Dcccascd, and MARY JANE
LOBATO and PATRICIA ANN FREY, rcsiduary Icgatccs ofthc cstatc, For purposcs of
this agrccmcnt, whcn thcy arc rcfcrrcd to in thcir fiduciary capacity, thc tcrm
"Exccutriccs" will bc uscd and, whcn thcy arc rcfcrrcd to in thcir individual capacitics,
thcy will bc rcfcrrcd to by thcir first namcs,
BACKGROUND
1. JOHN C. SHEAFER ("Dcccdcnt") dicd on Junc 1, 1996, a rcsidcnt of Carli sic
Borough,lcaving a will datcd April 12, 1989.
2. Dcccdcnt's will was admittcd to probatc by thc Rcgistcr of Wills of
Cumbcrland County on Junc 21, 1996, and Icttcrs tcstamcntary wcrc issucd to MARY
JANE LOBATO, and PATRICIA ANN FREY as Co-Exccutriccs.
3. In his will, Dcccdcnt namcd his two childrcn and MARY JANE LOBATO and
PATRICIA ANN FREY, as thc solc rcsiduary Icgatccs,
4. Thc cxccutriccs advcrtiscd thc grant of Icttcrs Tcstamcntary, prcparcd and filcd
an Invcntory and Appraiscmcnt of Dcccdcnt' s propcrty and prcparcd and filcd a
Pcnnsylvania Inhcritancc Tax Rcturn and fcdcral and statc incomc tax rcturns and paid thc
appropriatc taxcs thcrcon.
5. Thc cxccutriccs havc paid allthc gcncrallcgatccs and all thc taxcs, dcbts and
cxpcnscs of thc estatc known to thcm, and thcy havc no knowlcdgc of any unpaid claims,
absolute or contingcnt, which may bc asscrtcd against thc cstatc nor do thcy havc any
reason to bclieve thcrc are any such claims,
6. Thc cxccutriccs have distributcd thc nct asscts of thc cstatc to MARY JANE
LOBATO and PATRICIA ANN FREY, thc rcsiduary Icgatccs namcd in thc will,
7. A statcment rcflccting all cstatc rcccipts, disburscmcnts and distributions are
anncxcd hcre to as Exhibit A.
8. Both MARY JANE LOBATO and PATRICIA ANN FREY dcsire that this
Family Agrecmcnt make unncccssary thc filing an accounting in thc Orphans' Court
Division of the Court ofColl1mon Picas ofCumbcrland County,
\
, ,
NOW THEREFORE, intending to be legally bound, the parties do hereby:
\. Waive the filing of an account of the administration of the estate in any court;
2. Declare that the undersigned has examined the all ached informal account (and
statement/schedule of distribution) of the executors; finds it to be true and correct in all
particulars; accept and approve it with the same force and elfect as if it had been prepared
and filed with, audited, adjudicated and confirmed absolutely by a court of competent
jurisdiction; and as if the balance of principal and income had been awarded by the Court
in accordance with the statement/schedule of distribution;
3. Warrant that the beneticiaries named in the informal account and
statement/schedule of distribution are the sole remaining parties in interest in the estate
and entitled to receive the entire distribution thereof in accordance with the informal
account and Statement/Schedule of Distribution;
4. Warrant that the undersigned know of no outstanding and unsatisfied claims
against the estate;
5. Approve the distribution of the balance of principal and income shown in the
informal account and statement/schedule of distribution to the persons set forth therein;
6. Absolutely and irrevocably release and discharge the executors, and their heirs,
personal representatives, successors and assigns of and from any and all actions, liabilities,
claims and demands relating in any way to their administration of the estate and
distribution in accordance with the informal account and statement/schedule of distribution
and without a court accounting and adjudication;
7. Agree to refund to the executors any amount of the undersigned's distribution
which exceeds the amount to which the undersigned are entitled as the executors shall
determine;
8, Agree to indemnify and hold harmless, the executors, and their heirs, personal
representatives, successors and assigns, from and against any claims, liabilities, loss or
expense (including costs and counsel fees) arising from any cause whatsoever, which the
executors may incur as a result of the administration of the estate and its distribution in
accordance with this agreement including, but not limited to, any liability lor any federal
estate taxes, Pennsylvania Inheritance tax or any other death taxes, and any federal or
Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any
interest and costs incidental thereto, relating in any way to the estate and also including,
2
but not limited to, any assets received or paymcnts or distributions madc by reason of any
negligence or mistake of law or fact.
~~~)'-
~
COUNTY OF CUMBERLAND
.\'S
COMMONWEALTH OF PENNSYL VANIA
Before me, the undersigned officer, on this, the 27th day of May, 1998, personally
appeared MARY JANE LOBATO and PATRICIA ANN FREY, in their capacity as
Co-Executrices and as Beneficiaries, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within Family Agreement and acknowledged
that they signed the same for the purposes therein slated.
IN WITNESS WHEREOF, I have hereunto selmy hand and ollicial seal.
Nolanal Seel
Karen Kay Buckley. Notary Public
Soulh Mlddlelon Twp.. Cumberland County
My Commission e'pires June 23. 2001
3
IN RE: ESTATE OF JOliN C, SHEAFER
NO, 21-96 .0492
SUMMARY OF ACCOUNT
OF MARY JANE LOBATO AND PATRICIA ANN FREY.
EXECt JTORS FOR
THE ESTATE OF JOliN C SHEAFER
Date ofDeath:
Date of Executors' Appointment:
Date of First Advertisement
of Grant of Lellers:
Accounting for Period:
June 1,1996
June21,1996
June 29, 1996
June 29, 1996 to May 27, 1998
Purpose or the Account: The Late John C. Shearer died June I, 1996 , at the age of
eighty-six (86), at Thornwald Home in Carlisle, P A where he had been a resident for a few
months prior to his death. He died a widower, leaving two children, as equal beneficiaries,
and an estate consisting of a home, a bank account with PNC Bank, an investment account
with Legg Mason, a burial Certificate of Deposit with Hill Financial, an older automobile
and various miscellaneous personal property, The testator named his daughters, Mary Jane
Lobato and Patricia Ann Frey as executors of the Will, After dividing the personal
property in accordance with the terms of the Will, the executors sold the home at a private
sale to Patricia Frey for the appraised value of the property,
The account indicates final distributions to be made in equal amounts to the beneficiaries.
All creditors have been paid and no further creditors are anticipated,
It is important that the account be carefully examined. Requests for additional information
or questions or objections can be discussed with:
Joseph D. Buckley, Esquire
!.D. # 38444
1237 Holly Pike
Carlisle, P A 17013
(717) 249-2448
SUMMARY OF ACCOUNT
Current
~ .Yalue
4
Fiduciary
Acquisition Value
proposed Final Distribution to Beneficiaries
Principal
Receipts
1,2
0.00
$203,595,06
Less Disbursements:
Debts of the Decedent
Funeral Expenses (P.D.E.)
Administrative Expenses
Fees & Commissions
2 $ 844.05
2 1,413.45
2 12,177.85
3 6 800 00
9 282 55
Balance Before Distribution
Partial Distribution to Beneficiaries
Principal Balance on Hand
3
3
4
182,299.71
180,000.00
2,299.71
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition Value
Cash:
Refund Sprint
Legg Mason Dividends $282. I 9
8.51
26103
State Employees Retirement Systems Check
Social Security Check
Samuel Hertzler Estate, Quarterly payment
PNC Checking Account
$ 2.94
551.73
128.15
1,092,00
1,731.34
6 9~8 72
10,464.88
Stock Bond Funds:
Legg Mason Accounts
3,792.008 shares P A Tax Free Income Trust
@ 15.81 per share
1,295.824 shares V.S, Government Bond Trust
59,951.65
13 178 ~3
73,130.18
Tangible Personal Property'
1983 Buick Automobile (fair condition)
(retained by Patricia Frey)
Man's Gold Ring with diamonds
(retained by Mary Jane Lobato)
$ 1,500.00
1.500.00
Recrrc"~, "';:,,' ol
Rt.~~}'~\i ..: \;"l'iHs
'98 11J\Y 27 P 1 :04
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