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Home My WebLink About96-00608 I)ETITION Hm PHonATE 111111 (alANT OF LETTEHS /:",11I,,' f~r (q"kHl"t 'V', S).,('hu N". dl-:-q~'L:jQ05~__- 01.\01\1111\\'1111\__ "~t11.~ In: . /kn'''.\I'II. SIIl'IfII.\"l'",ity Nfl. l'i ,;_~ 11-. -,.;).2 '-l~- Ilcvi'I,'r "I Will, Inr Ihc J C"lIl1ll "I C.V h_.J>~.~J".,P'- ill Ihc <. 'UI11I1HlII\\'l'ahh of Pl'nn~)'I\'unin The 1'l'liliul1 uf Ihl' 1I1H1c1,i~Ill'd 1I."Pl'l'tlllllv Il'l"l'\l'lIh lhat: Ynm pl'lititlUl'I(\). \\11\1 jo." arl' IN year, HI ;l~l' OIllldl'1 i1lllhc C\l'l..'ulc.'_'- _. -~----- named illlhe la'.1 will"llhe abn,e <le,','<I"III, <I'll cd C~ oJ~" :,-1:3 CI ._..__ ......_..__. ItL~L. allll (nlh(II(,) dalcd -. ..- ..'''''' ---' l'I.lll' Idl'\.llll "'lI",lllllq;lIl~'\". (',t! l\'lllllh:l,lIiUII, Ik.,Ih III ,'\,'(UltH. \'11:.1 Ik(ell,klll '"'' dnmidk<l al dealh ill ._(-,-_~.}~J_...!'..J. ..._ . Cnlll).Lv, >enn'ylvania, wilh h..~~.-... 1;"1 lamily_nr prindpal re,il.l'3I(( al ..'I. 6_'L...'Vy',.. ..-rs:~dJe-. ~ t..) \ __..roe;!_...h,,_~.,.c..1.: };:.::'.~J. J _ ..IOI....IZO.-$~LHM.c:.U:Le~' Ill" '11\',"1. lllllllhcl .1lhII1lUlldp,lhl~1 l>e(en<lcnl, Ihen __..71...._.. yca" 'II afe. <lk~_J .A~u~8. ,19 96z , al E~:~)tl~I~;:::'j~~~J~I~Jr~~I:~t~';r~y~~;""ll~i~~l;;,~f;;~<I nnl ha,e a dlil<l born or adoPlcd alkr e\e(ulioll of Ihe will orr~ml for p",hal~; w,,, lIollhe vklim of a killing alld wa\ ncver adjlldicalcd ill(Ollll'elellt: ____..NtJ~- - lkl"l'lllh.'nl ill uCUlh oWlled property with c!'llimatcd "nhle" a~ follnw,,: (If domidlc<l ill I'a.) I\lIpe"Ollal properlY (If UOI domicikd iu I'a.l l'e"'llIalp"'perlY ill l'elln\yl"lIlia (lIul1l domkllcd in lIa.) Pcr...onal property in County "ahll' ,)f ll'all.',tatc ill Pl'l1n...~ l\'ania ,ilUah:d ii' folio""': .----'------- ,-~.._,---------- ---- sLL)DOO S S s*~ _ ,..14 ""'- . -..-.-.-....--.......-------.-.-- --- ._-~.-- ._', ,--,,-----'--'."--- .------.--- \\ IIU{I:I'IlRL peliliollcrl,) ",pc(\fully requc'H') Ihe prohalc of Ihe 1'1\1 will and codicil(s) pre'~me<l h<rewilh alllllhe vram of klle"__!~>J~~L.-\J:r,,,~ It~"I.ll1h'IlI,IT\, .h,hl\ll11,II.IlIUl1 ~.l.;l.: ill.hnini..If"lion lI.h,n.t'.I.a.) Ilh.'IOII. 12 , . x ~ "'?; ;;: -.. ~- Q 1'1i~~~~(-~.-~':= J.e.w'o~"~ht'>1\ 173,8_ c ; -- --......-----.--.-. ____ "...M.___________ OATH OF PERSONAL HEPHESENTATIVE ("OMMO:\\\'EAI.TII OF I'E:"I:"ISYI.V A:"IIA ! " ('or:\T\' OF _f~"'.,-<'\~~h~.~Lfo.~J......_____ J >i>i Thl.' pl.'lilhHH:It') ahtl\l.'.lIal111'd "H',lI(') m atlillll(") Ihal the ,tatcmCI1I'" in the foregoing PClilion arc trlll' ,1Ill! (ilrn.'~l hl III\.' hl'" 01 till' J..1Hl\\kdgl' and "dief of !1cliliol1l'r(,) amllh:.u ~)I'l personal rcprcscn- lali'~I')I.f Ih~ ""OH' t1e(~t1c"l pClilio",'I(') II ill (~Ir~IY~'.' hlli"~er Ihc e\Ulle a"ording 10 law, S\\llll\ III 01' allllllh.'d and ,t1h,l.:nhl'd \ ...J&~. . '" hd"l"l' 1111: thi,_. 7TH da~ of --- - ..-~:;-.--~-- ~. "=J1.J-'{I (1\IlGUSJ~ . r/ W 9~- II <<':'.i~ _H..n~__.~.m a _ <i 11(;:1-,-<( .vl~~~~(.~~:~~~;.!,:;.;.:.l' cF'i!'''.==~- -' ~ I ~- I \ C) - ;:;v N ? 1 - 9(, - 608 0, Estate ot' CC1-r \e..+{-tL ",/ SLl!-~....~r . I>eceased I>ECREE 01' I)ROHATE AND GRANT 01' LETTERS AND NOW ctll!:>-.r~\- 1- IljJ~, ill cOllsidcrlllion of Ihe petilion on the reverse side hereof, satisfactory proof having bccn prcsentcd before me. IT IS DECREED thatlhe inslrllll1enl(s) datcd A <'>j v~ i- 80 I ,q GS described therein bc adll1illcd 10 probatc and filcd of rccord as Ihc last will of c-...-I (. .B- (L V~ .s.lrOL.~" ..,.. and Lellers I e.,s r- "'- ...... ~ ~~ . arc hereby grant cd to ---=R C!l ",,""L 'cLJ~- ~() "'- ).> FEES Probate, Lellers, Etc, ......... $ 50.00 Short Certificates( 1~.......... $ 16.00 Rel\lll1ciation ................ $ X-pages $ 15.00 JCP -5:00- TOTAL _ $-Wfh-OO- Filed ......... AUGUS.T. .7.. .1.996. . . . . . . . . RcghlCf or WI Is MARY C. LEWIS GG<'. k.",~; ~/n.{.j~ ~ 7 ?rq ATTORNEY ISup. CI. 1.0. No.1 fh' 3 y-:5 7 €. JJer ecJ Hb ~ /'1/1\ ~' Co., AI>I>RESS 7V7 5&.1 b31~ P\lONE 00 :0 c ~7 \d i.i, :f1n -,-" "', <=> ~ , c' ", j,.' C:1 , , 0, Letters and order picked up on 8-7-96. Thi.. 1..lIllUlil} Ih.ll lilt 1l1l'111II.llhHlllt'II' 1'1\1'11 I. ,,'1!.,1!\ "'I,q.\ It"lll III ;"II'llld 1111111',111' ,,I '!I.lIh ,11110. Ilk.! ,,1111 1I1L'.l'I !-Ol.11 Hq:l..lr,lf Till tlllr.lll.d 11'llllh,llt. ,,~!1I!1t t"l\~ Il.h.t I.. lh "I'll \ lI.d H.".! !..lllIld 1"1 I't llll.tlll'" Idlll}'. WARNING: 1115 IIIc90110 dUllllcnlo Ihls copy by pholoslol (lr p110109rnpl1. I"cr 1111 IlIh llllllh .Ill. ~ 'Ill! A'~\1\[oi'i;',~,~, ~:...~> '.' 'U,r'\ ~i~_/ . ~".~~L~ ~i' .. .\~~ L> .. I;;: . ..;.. , 'I 'i!i,. >~.,',..~ ~~if09/1." .~\~i ..INl ~'...~<. _'!1!!-tf.- .3,- ./;iU, 11.11" (I / 'f.WA""V",<-I.~cl.( ~ ,(hjt"C1 II/(.d Hl'I.:lq 1.11 I :I [. j .. 7 q'; .) \ ,J '..J ...t.. Nil )." '/ , .' J "lotltJ....ltlt COMMONWEALTH OF PfHNSYLVAf4IA. DEPARIMEHT OF UfALIII. VIIAL AECORD5 CERTIFICATE OF OEATH """"'"' .. HJlIll.u.tH' "..... \1oOI""",-" Sl/-M.~ :~N'I~~3':7.;i - ~'15" :."',~~"7~';'I'qlj6 _~~__ ,,"'~.IoLl'.#f_ ....w:,()f~........-.............._...""-........._... .....1-. 3-7-)3 il6G~-~';oA. :::....1'1 .__.11 ""'lJ~~rJ _oj ~roJ-OfI.C"" ]'"ili:if.I.................."........r""...... ....SOIU(ll...IIll'I.Vf'NC~...' 11.' . 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'I,fl'" ._UI;V\''''J ."1,,,, '1;" j\'J~ ~"I'J~"J I OI"'IO""'~1Ju....P"A"""1 V () 1----IAAIU~..a.:..~'..o:.l."'."..l..1 .... .........IUlU'tl'''''aHGl """"'''Ulii~------ -...(_1II1O ~nll.lI""C"'U1.ll Oftll",l'Id ~^M~ _ :X{?2~_____n_ ~~tl r(!l<l.t.I!!!I~I''(.___,,__ -. r~ II II t'~...._", . I-",'~Ioe""._~ '''''..- ..- ...U ..tJ ~~ "Jllly.J9.,ill.!!-------- I \D ~.~ ....- c;:.? .. tl. . _(fJ co ,- r- I CI l.-:J c: " " (') " ;y, t:" wu: : \ ~:J a; UU 809 - 96 - lZ LAST WILL AND TESTAMENT CARLETI A V. SHEARER I, CARLETIA V, SHEARER, of Mechanicsburg, Cumberland COUnlY, Pennsylvania, being of sound and disposing mind, memory, and understanding, do make, Uller, and publish this, my Last Will and Testament, hereby revoking all fonner Wills by me heretofore made, L 1 order and direc1that my executor, hereinafter named, shall pay in full as soon as may be conveniently possible after my decease my just debts and funeral expenses, including all inheritance. estate, succession and legacy taxes of whatsoever nature and kind. bo1h State and Federal, to which my estate or the transfer of any property passing hereunder or otherwise passing my reason of my death, may be subject, and to charge such taxes against the residue of my es1ate, it being my inlention that none of the aforesaid taxes or any of the property required 10 be included in 1he gross estate under the provisions of any State or Federal Law now in force and effec1 or hereafter enacted, shall be pro-rated among the persons interested in my estate and to whom such property is or may be transferred or to whom any benefit accrues, 2, I give and bequea1h all of my furni1ure, furnishings, books, silverware, jewelry, pictures. objects of art, automobiles, and all other domestic and household effects and personal goods and challels of every nature and wheresoever situate, in accordance with a Memorandum which I shall leave with this my Last Will and Testament. 3. All1he rest, residue and remainder of my property, real, personal and mixed, of wha1soever nature and wheresoever silua1e, of whieh I shall die seized and possessed, or to which I shall be entitled at the time of my decease, I give devise and bequeath as follows: A, Twenty percent (20%) to my son, MARLIN RONALD SHEARER, of Lower Paxton Township, Dauphin County. Pennsylvania, per stirpes, B. Twenty percent (20%) to my Bro1her. RONALD BOZIS and BEVERLY BOZIS, his wife, of Lewisberry, Pennsylvania, per stirpes, C, Ten percent (10%) to my Grandson, RONALD LEE SHEARER, of Lower Paxton Township, Dauphin County, Pennsylvania, per stirpes. D, Ten percent (10%) to my Grandson, RAY ELLIOT SHEARER, of Lower Paxton Township, Dauphin County, Pennsylvania, per stirpes, E. Ten percent (10%) to my Niece, HEATHER BOZIS, of Harrisburg, Dauphin County, Pennsylvania, per stirpes, F, Ten percent (10%) to my Niece, ALLISON BOZIS, of Harrisburg, Dauphin County. Pennsylvania, per stirpes, G, Ten percent (10%) to my Nephew, RYAN BOZIS, of Harrisburg, Dauphin County, Pennsylvania, per stirpes, H, Five percent (5%) to MARKET SQUARE PRESBYTERIAN CHURCH, of Harrisburg, Dauphin County, Pennsylvania, -2- ... \ ..,.,.01 RecC1LI. ,'.' \\" '.. "j <i.I., OCl"', ,., r. ~,.... '96 ~\i\) -1 ~'O :06 \~GUr\ Clef' ..\ '\" Co" PA curn';,;'.' c" \,J ...H - e <:) - 11 ~ t- I>:: ;~II ~ ~ I I - ] III ~i~~ i ~ ~ F:: . E. ~ > ~ T~ ~ i trt ~ iS~~ ~ g I tfiit a ... ... I,. \. ..' . .' ,: . , . \ .. 'II . IN RE: ESTATE OF CARLETTA V. SHEARER DECEASED IN TilE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 1996 - 0606 PA FILE NO. 2096 - 0606 FAMILY SETTLEMENT AGREEMENT WAIVING FILING OF ACCOUNT AGREEMENT, executed this 11/Jday of S../eMk~ , 1997 by and between RONALD BOZIS, Executor of the Will of Carletta V. Shearer, deceased, and RONALD BOZIS, BEVERLY BOZIS, HEATHER BOZIS, ALLISON BOZIS, RYAN BOZIS, MARLIN RONALD SHEARER, RONALD LEE SHEARER, RAY ELLIOT SHEARER, MARKET SQUARE PRESBYTERIAN CHURCH BY ROGER MECUM, PRESIDENT, TRUSTEE BOARD and CHRISTIAN LIFE ASSEMBLY BY REVERAND PAUL WISLOCKY SENIOR PASTOR. IHTNESSETH: WHEREAS. Carletta V. Shearer, died on July 26, 1996, having first made and published her Last Will and Testament dated August 30, 1995, in which she named Ronald Bozis as Executor. A true and correct copy of said Will is attached hereto, made a part hereof, and marked Exhibit "A";.and WHEREAS, on August 7, 1996 said Will was duly probated by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary granted thereon to RONALD BOZIS as Executor, and WHEREAS, the Executor has proceeded with the administration of said estate and has prepared his First and Final Account and Schedule of Distribution. A true and correct copy thereof is attached hereto, made a part hereof, and marked Exhibit "B": and WHEREAS, the parties desire that the Executor shall not be required to file said account with the Orphans' Court of Cumberland County, and that the net estate of the decedent shall be distributed without the necessity of filing a formal account. NOW, THEREFORE, the parties hereto, intending to be legally E - , . . In ..- 4;) -- If' (} (i~ CJ O::;L "" N I- c..:l .;.i - .. \1] .1> d.: p' J 5 a: Gu .. .. bound hereby, mutually agree as follows: 1. The partieD hereto, and each of them, agree and acknow- ledge that they have fully and carefully examined the First and rinal Account of Ronald Oozis, Executor of the Will of Carletta V. Shearer, deceased, and Schedule of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties hereto and each of them, and furthur that Bach of the~ has received a cOPi of this Ac;rc.!r.wllt OInej of tiH? s.dc1 ilCCO\:nt alld Schcc;u1.e of Distriblltiojl. 2. The parties hereto do hereby release, remise and forever discharge the Estate of Carletta V. Shearer and Ronald Oozis, Executor,and Galen R. Waltz, Esquire, attorney for the estate, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatooever which they or any of them or their legal representatives or assigns may at any time hereafter have, against the Executor, the said Estate or the assets thereof, or Galen a. Waltz, from, for, touching or concerning any of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distriDution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the sal~, from the time of the jeath of the said deced,)nt to and inCluding th3 date of this Agreement and release. 3. This instrument is a full and final Family Settlement Agreement by and among the parties hereto, both fiduciary and individual, all of the same having been arrived at, concluded and executed after a full and complete disclosure of the assets of the said estate and the rights of the parties therein and thereto and all of the parties hereto, and each of them, agree to abide by the terms hereof. 4. The ~arties hereto, and each of the~, agree that they will at all times in the future dnd whenever necessary, appropriate or convenient, make, execute and deliver to the said Executor, and/or to any oth~r party or persons, any and all instrll~ents, documents, conveyances, deeds, releases or other instruments of any ~ind necessary or convenient to carry out tho intention of this Agreement and/or to permit, assist and enable the Executor to fulfill his - 2.- -----.,...-'"--- " duties with reference to the said Estate and all of the assets thereof. 5. This Agreement constitutes the entire understanding among the partills hereto, and each of thorn acknowledges that no represent- ation or statement of any kind, written or oral, have been made to them or any of them prior hereto by the Executor or by any other person or party upon his behalf. 6. This Agreement shall enure to the benefit of and shall be binding upon, the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns. 7. A modification or waiver of the provisions of this Agreement ~hall be effective only if made with the same formality as this Agreement. The failure of any party to insist upon strict. performance of the provisions of this Agreement shall not be construed as a waiver of any subsequent default of the same or similar nature. 8. This Agreement shall be construed, interpreted and covered by the laws of the Commonwealth of Pennsylvania, and where such law is inconsistent the terms of this instrument shall govern. IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. ~:f~~ ~n.~ .'& 71-1f~ . ']A- .~ ,- /~ J ;Ji 1->1/""D - !!ty- O-;J} =- __ /ViP>IJJ1S'(}!'j;rrt :! 4Jr@J R~~~r E~ e Carle a V. Shearer, deceased RONALD BOZIS ~1t tj,~J-"v:6 J.tL/ REVE;U,y BO~nS j -3. - ,. ., -- J,AST WILL ANI) TESTAMENT CARLETTA V. SIII~AlmR I, CARLETTA V. SHEARER, of Meehnnieshurll. Cumberland County. Pennsylvania. being of sound and disposing mind, memory, Rnd underslallllil'lll. do make, uller, and publish this, my Last Will and Testament, hereby revoking all former Wills by me heretofore made. I, I order and direct that my executor, hereinafter named, shall pay in full as soon as may be conveniently possible after my decease my jus1 deb1s and funeral expenses, including all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, both State and Federal, to which my estate or the transfer of any property passing hereunder or otherwise passing my reason of my death, may be subject, and to charge such taxes against the residue of my estate, it being my intention that none of the aforesaid taxes or any of the property required to be included in the gross estate under the provisions of any State or Federal Law now in force and effect or hereafter enacted, shall be pro-rated among the persons interested in my estate and to whom such property is or may be transferred or to whom any benefit accrues, 2. I give and bequea1h all of my furniture, furnishings, books, silverware, jewelry, pictures, objects of art, automobiles. and all other domestic and household effects and personal goods and challels of every nature and wheresoever situate, in accordance with a Memorandum which I shall leave with this my Last Will and Testament. t:XlIlB IT ^ -, 3. All the rest, residue and remainder of my property, real, personal and mixed, of whatsoever nature and wheresoever situate, of which I shall die seized and possessed, or to which I shall be entitled at the time of my decease, I give devise and bequeath as follows: A. Twenty percent (20%) to my son, MARLIN RONALD SHEARER, of Lower Paxton Township, Dauphin County, Pennsylvania, per stirpes. B. Twenty percent (20%) to my Brother, RONALD BOZIS and BEVERLY BOZIS, his wife, of Lewisberry, Pennsylvania, per stirpes. C. Ten percent (10%) to my Grandson, RONALD LEE SHEARER, of Lower Paxton Township, Dauphin County, Pennsylvania, per stirpes. D. Ten percent (10%) to my Grandson, RAY ELLIOT SHEARER, of Lower Paxton Township, Dauphin County, Pennsylvania, per stirpes. E. Ten percent (10%) to my Niece, HEATHER BOZIS, of Harrisburg, Dauphin County, Pennsylvania, per stirpes. F. Ten percent (10%) to my Niece, ALLISON BOZIS, of Harrisburg, Dauphin County, Pennsylvania. per stirpes. G. Ten percent (10%) to my Nephew, RYAN BOZIS, of Harrisburg, Dauphin County, Pennsylvania, per stirpes. H. Five percent (5%) to MARKET SQUARE PRESBYTERIAN CHURCH, of Harrisburg, Dauphin County, Pennsylvania. -2- --. --,.....-.- to t' IN RE: ESTATE OF CARLETTA V. SHEARER DECEASED. MECHANICSBURG, PENNSY-: LVANIA IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY. PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1996 - 0608 PA FILE NO. 2196 - 0608 LATE OF FIRST AND FINAL ACCOUNT OF RONALD BOZIS, EXECUTOR Date of death: July 28, 1996 Letters Granted: August 7, 1996 First Complete Advertisement of Grant of Letters: August 30,1996 Account Stated to: SUMMARY AND INDEX Principal Motor Vehicle and Home Paqe No. 1 principal Personalty 1 $ 15,500.00 90,018.44 105,518.44 24,663.66 80,854.78 + 5,719.45 86,574.23 Total Receipts Disbursements 2 Balance Income Receipts 3 Balance Remaining for Distribution EXHIBIT "B" . .. j DISBURSEMENTS: ill&. 8/16 8/16 8/16 8/16 8/16 8/31 8/31 8/31 9/07 9/07 9/16 9/27 9/27 8/30 9/28 10/04 10/05 10/05 10/05 10/11 10/11 10/12 10/24 10/24 11/04 11/04 12/07 1m 4/15 4/15 4/19 Ronald Bozis - reimbursemcnt - Rcgistor of Wills $106 Advertiscmcnt $ Neill Funeral Home Paul Shenk - Vet Feos - Letty's cat UGI - Gas Bell Atlantic of PA Trebor Mobile Home Park Bell Atlantic of PA PINNACLE HEALTH (hospital) PINNACLE HEALTH (hospital) Dave Blaclc - Mobile Home roof repairs Engle Publishing Co - Advertising Mobile Home GPU - clectric Galen Waltz Esq. .. advertising HARRIS SAVINGS BAN~ - estate checks Joseph James Jeweler - jewelry Appraisal Woods Buick Co - Letty's car repairs Trebor Mobile Home Park UGI - gas Mary A. Murray, tax collector - CV School District & Real Estate Fred Orner - grass cutting RX Place - moving boxes Rent it Center - truck Rental Register of Wills (PA Inheritance Tax) Rcgister of Wills (processing Inheritance tax) UGE - gas GPU - final electric UGI - final gas IRS _ Federal Estate Income Tax PA Dcpt of Revenue - State estate income tax Cummings Associates (catheter/hospital 4/10/96) Ronald Bozis - Executor Fee Galen R. Waltz, Esq. - Attorney Fee Reserved: Miscellaneous costs, fces, income taxes TOTAL DISBURSEMENTS - 2 - 206.00 6,660.00 71.00 18.56 15.69 238.00 15.69 138.00 36.00 565.00 12.5(1 104.43 15.00 10.11 10.60 119.83 253.01 14.16 265.20 140.00 30.49 63.61 8,577.64 25.00 28.30 16.29 2.73 108.75 40.00 16.29 5,295.78 500.00 1,050.00 24,663.66 . ~' . ~ ; INCOME RECEIPTS 9-7-96 Cash found in Mobile Home $ 132.00 Tax Rebate 198.90 Auto Insurance refund and Mobile Home Insurance Refund 153.04 Federal Income Tax Refund 531.09 Interest Earned (D.O.D. to 8/18/1997) 4,704.42 , TOTAL INCOME RECEIPTS 5,719.45 - 3 - I fOR DATl5 Of DIAIH AnlR 1'/31191 CHICK HIAI 1l~:J~:9t\ INHERITANCE TAX RETURN ~0~::~U~:~DIl15 ClAIMID I I -.W_ RESIDENT DECEDENT flU NUMIIA (OMMONwlA"" 0' ,",,""VAt... (TO BE FILED IN DUPLICATE .., I OlPAR1MIt~' Of IlIYftWf t.'" 1I..",rJ:u~0\"J:" OWl WITH REGISTER OF WILLS) wu.m COOL (1lCIOltl !lIIA"'1 IlA\! II~\' .u~(JMIIJ(1l11"111AII----'-----~-h---lj)j7iliTi7I-\l-(W~llll AIJ()III\~ Shearor. Carletta V. 967 W. Trind1e Road ~<XI"'I~I(UIlI"f;UMIII IIlAII 01 IllAlII jtJAlItJlNltt ~Iechllnicshtlrq, P^ 183-12-22115 7/7.0/96 3/07/23 '"""' Cumberland ,-'-;';;~"'~I""h'''''', .;;,,,,, ,...., "..' , "...." ..",,, .,.." I'"'''' '" "'" "",.,,, r '"'''''''''''''' 0 "~f ,,,,"""",",, [~ 1. Original Relurn ! J 2 Supplemental Return I "j 3 Remainder Relurn (for dales of death prior 1012.13.82) 04. limited Estate J 40. Future Inllm,,1 Compromi,,, ['J 5 Federol EIlale To... Relu," Requited (lor dolel 01 death ohol 12.12.821 06. Decedent Died fe,Iote [ ] 7. Docedent Maintained 0 liYing Tru~l .J.. 8. Tolol Number of Sof. Depolit Bo..., (Alloch copy 0' Will) (Alloch copy of TrUll) ALL CORRESPONDENCE AND CONFIOENTlAL TAX INFORMATION SHOULO BE OIRECTED TO. NAM( (OMPIfI( M"'lll~lG AOOIUS Galen R. Waltz, Esq. 3057 Eldcr Road .-._~-.- Harrisburg. PA Rf" UOO fl. I' QAI ... ~ ~:!'" ua:'" ......u ",00 ua:.... 8:'" '" /..':J /1>0. ;) .,.. .-. c- U., G, ,)~. ~ ili c ... u ... c .... onz ...... a:c a:z 8f . ~-_._----~~----._~ --..---- ------..._-------- --- -~~-~-----~------~--"-"--"------"--- z o ;:: ~ => ... ii: '" u ... a: 1. Real Estate (Schedule A) 2. Stodn and Bonds (Schedule B) 3. Closely Held Stock/Partnenhip Inlerest (Schedule q 4. Mortgage, and Noles Receivable (Schedule D) 5. COlh, Bonk Deposits & Milcellaneous Personal Property ISchedu1e EI 6. Jointly Owned Property (Schedule F) 7. Trende" (Schedule GllSchedule l) 8. Tolol Gran Auet' (total line, 1.71 9. Funeral hpenles, Administrative COSIS. Miscellaneaul bpenses (Schedule HI 10. Debts, Morlgage liabililiel. lienllSchedule I) 11. Talal Deductions (10101 lines 9 & 10) 12. Net Value of Estate lline 8 minulline 11) 13. Chariloble and Governmental Bequests (Schedule J) 14. Net Value Subject to To.l. (line 12 minus line 13) 15. Spou,al Transfers Ifar doles of death ofter 6.30.94) See Instruction, for Ar,plicable Percentage on Reverse Side. (Include values rom Schedule K or Schedule Mo.) 16. Amount of line 14 ta.l.able 01 6% role (Include value, from Schedule K or Schedule Mo.) 17. Amount of line 14 ta.l.oble at 15% role (Include values from Schedule K or Schedule Mo.) 18. Principal 1011 due (Add fall from lines 15, 16 and 17.) 19. Credils Spoulal Poverty Credit Prior Paymenll (1) 121 131--------- --.---------.. 14) ---105,915 .6T--- (5)_._._ m ___ 161 (7) YlM~ .IUM8lR 191 ___ 12,681.09 ]7055 171] 1 (81 ___.. 105,915.63 14,712.62 1111 -~-_..__o._..--------~- (121 91,203.01 --------.------ (13) .__9,]20..._3.0..___ (141 82,082.71 x. = --.._------_.._-----~ .06 = 2,180.87 x -- - ------- 6,840.22 x .15 = (181 9,029.09 1151.45 (1q) 1201 1211 8,577.64 121AI 12181 8,577.64 ~ ~ BE SURE TO ANSWER ALL QUESTIONS oNifwERse-siiifANDro RECHEC-'(MATH- ~-;;j( --------.---- Under penaltie, of perjury, I declare thai I hove e.l.omined thil relurn, including accompanying lC"l'dule, and ,Iolemenll, ond 10 the be~I of my I.nowledge and belief, il iltrue, correct and c lote. I declare Ihol all real 8,Iole hos been reporled at 'rue morht ...atu~ D~dQra'ion of prepore, other than the personal r~pfesen'otive il bo 011 i on I w teporer ho' any ~nowledgo S o.t~ 0 - l - --INc;-llf'ulit~U--"--~---Aiio'(~., - -- - (JAil jb:~J.:lf6 o.----~- -- L(~wisberryRoad. Lcwisberr}'. PA. ]73311 A'IV! A.(J[l'f<,., 3057 Elder Road, l1arrisbur<), PI\. 17111 (1D) ____ _ _ 2,031._53____ 1151 1161 36.1181.2011 115,601. 505 1171 z o ;:: '" ... => ... '" o u " '" ... + + DiICounl 5% Inler(!\t 20. If line 19 is greater Ihan line 18, enter the difference on lino 20. Thil iltho OVERPAYMENT. aD Check here if you are requesting a refund of your overpayment. 21. If line 18 il greater than line 19, enter Ihe diHer(lnco on line 21. Thi, j, Ihe TAX DUE, A. Enter Ihe interell on Ihe balance due on line 21A. B. Entef the 10101 of line 21 and 21A on lin!' 21B_ Th;s illhe BALANCE DUE. Make Check Payo~le to: Regla'er of Will" _Ag.!~~!o.. __o.u-'_____ OAo'I I~ -~..:2.~ r4 IIvUIIII.I"'1 A E OF ITEM NUMBER A. B. . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES (OMMONWfAlfH O. PfNN\YlVANlA INt4UIIANCf tAX IllU.N U$IDfNI DlClDlNr Ploa.o Print or Typo F E NUMBER Shearer, Car1etta V. DESCRIPTION 1. Funoral Exponl": Neill Funeral Home Camp Hi 11, PA Admlnl.tratlvo co.ts: 1. Ronald Bozis Personal Representative Commissions Social Securily Number of Personal Representative: 1996 Year Commi..ions paid 172 - 36 - 1179 2. Allorney Fees 4. C. 1. 2. 3. 4. 5. 6. 7. B. Galen R. Waltz 3. Family e.emption Claimant Addre.. of Claimant at decedent's death Street Addre.. City Relationship State Zip Code Probate Fees Final filing Fees Miscellaneous Expensel: Cumberland Law Journal - Advertisement Sentinel - Advertisement TOTAL (Also enlor on line 9, Recapitulation) (II more space Is needed, Insert addltlonallheets of lamo II...) AMOUNT $ 6,635.00 5,295.78 500.00 106.00 30.00 60.00 54.31 S 12,681.09 . . ", ",,,;,,..,"', . (C)fIl"O"WI'&lIH 0' 'IHN,n\-.&N." I"'''IIII''NCII.&IUIUI''' _nIDI..IDICIDINI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI.a.. Print ar T . FILE NUMBER ESTATE OF Shearer, Carletta V. ITEM NUMBER DESCRIPTION AMOUNT $ 71.00 565.00 12.50 10.11 10.60 119.83 66.30 140.00 63.61 30.49 491. 01 144.43 90.67 31.38 184.60 1. Paul Shenk (debt) 2. Dave Black - roof repairs 3. Engle Publishing (advertise Mobile Home) 4. Harris Savings & Loan 5. Jewelry Evaluation 6. Woods Buick (repair) 7. Cumberland Valley Schaal District R. E. Tax 8. Lawn care (10 weeks) Fred Orner 9. Truck Rental 10. RX - Storage Boxes 11. Rent - Treber Mobile Home 12. GPU - Electric 13. UGI - Gas 14. Bell Atlantic 15. Polyclinic Medical Center TOTAL (Aho enter on line 10, Recopitulotion) S 2 (II more space is nreded, insert additional sheets al same sjze.' .. , :,I" . . October 22, 1996 Commonwealth of Pennsylvania Department of Revenue Dept. 280601 Harrisburg, PA.17128-0601 RE: Inheritance Tal Return, Resident Decedent, Carletta V. ShearerlSSf# 183-12-2245 Dear Revenue Representative: A review of the contents, inventory, of the decedent's Safe Deposit Box has been scheduled to occur within severnl weeks. Upon finalization of that inventory, your completed inventory fonns shall be forwarded to YDU. Should this submission subsequent to the filing of the Inheritanee Tax Retum and the payment of the prescribed balance due and aecompanying fees not be satisfactory, please advise immediately. Very T~ Yours,:? / L-/~~)f~ /a-alen R. Waltz 3857 Elder Road, Harrisburg, PA. 17111 cc: Ronald Sozis, Exec. IS-I/f-;'" BUREAU DF INDIVIDUAL TAXES INHEAlfAHCE fAX DIVISION DEPf. ZlDftDl IWlAJSIUIC, Pi 11UI.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE DF INHERITANCE TAX APPRAISEHENT, ALLDWANCE DR DISALLOWANCE OF DEDUCIIDNS AND ASSESSHENT OF TAX GALEN R WALTZ 3857 ELDER RD HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ESQ PA 17111 01-28-97 SHEARER 07-28-96 21 96-0608 CUMBERLAND 101 A.aunt R..ltt.d ll~ * "'.IMP ..tI'III-.., CARLETTA V MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v:is'4i-EiC"Fji-rrF96riiiii'"icr-OF-i-N"HEifiTANCn'-A'X-APPRAiiiEHEiii'-,--"i.i.-owAiicE-i:ilim----m------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHEARER CARLETTA V FILE NO. 21 96-0608 ACN 101 DATE 01-28-97 TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schadul. A) 11) 2. Stock. and Bond. (Schedule B) (2) 3. Clos.ly Hald stock/PartnershIp lnt.r..t (Schedul. C) (3) 4. Hortg.gas/Not.. Recaivable (Schedul. OJ (4) 5. C..h/Bank Deposita/Hisc. Parlonal Property (Schedule E) IS) 6. Jointly Owned Property (Schedula fl (6) 7. Transfer. (Schadul. G) (7) 8. Tobl Au.t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expans../Ad.. Costs/Hi.c. Expans.. (Schedul. HJ (9) 10. Dabts/Hortg.ge Liabiliti../Lians (Schedule X) (10) 11. Totol Doductlono 12. Het Velue of Tex Return 13. Charitable/Govern..ntal aeque.t. (Schedule J) 14. Net Value of estate Subjact to Tax I CHANG~D .00 .00 .00 .00 105.915.63 .00 .00 III 12,681.09 2.031. 53 (111 1121 1131 1141 HOTE: To in.ure propar credit to your acCOU"lt, sub.it t~ uppar portion of this for. with your taM pay.ent. 105,915.63 14.'" 6'7 91,203.01 9,120.30 82,082.71 If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed tD date. ASSESSMENT OF TAX: IS. A.ount of line 14 at Spousal rata lIS) 16. A.ount of line 14 taxable at lin..l/Cla.. A r.t. 116) 17. ADOUnt of line 14 taxabla at CollataraI/Cla.. a rat. 117) 18. Principal TaM Due NOTEI TAX CREDITS: PAYHENT DATE 10-24-96 RECEIPT NUHBER AA146865 DISCDUNT (+1 INTEREST (-I 451.45 .00 K .00: 36.481.20 X .06: 45,601.50 K .15: llBI A/1OUNT PAID 8,577 .64 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 2.188.87 6.840.22 9,029.09 9,029.09 .00 .00 .00 IF TDTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.1 I~OC(l: .. ,;, of fl . I;J 1~I~j ('." '97 J~N 21\ PI :07 CIUi Cumk lei .. . t;:-. P/\ RESERYATlO'''' E,t,t,. of decedenh dying on or before DecMlbe,. 12, I'll .... 11 MY future Int.,...t In the ..t.t. II tr..lf.rr~ In pa.....lon or enJa~t to Cl... a (callat.,.el) beneflclarl.. 0' the dec~t a,t.r the ..plr.tlon of eny ..tata far 11'. or for ,.an, the C~lth herR)' Ixpnnh n..rv.. the right to IIPPraba ..a ...... tnn,'.r Inherlt~. T.... at the l~ful el... . (co11_taral) rat. on eny .uch future Int.r..t. PIJIlllOSE OF NDTlCEI To fulf111 tM r""lr....,.. of Seatlon Zl4G of the l....rItMC. end E.t... Tu Act, Act 22 of 1991. 1Z P.S. Section 2140. PA\,EH'h DetKh the top portion of thh HoUel end ~It with your Plpent to the Reallhr 0' Wl1h prtnt" on the rIYlr.. dde. .....M... check or 80M' ardll,. '1)'Mi11 tal REGISTER OF MILLS, AOEHT All PIYNn" recalv" IhIIll flnt be epplled to en, lnter..t which ..y be dull with MY r_I,.,. 1IPP11ed to the tax. REF\IID (CRh .. r.fw1d 0' . tax cracUt, .....tch .... not r......ted on the 'ax Adurn, MY be r..,.,tlld by COIIPl.Ung ." "AppllcaUon far R.fund af PemlYlvenl. InMrlt.w;. Md E,t.t. T.... (REV"ISU). Appllc:tiUon. .r. W1111_1. .t the Office af the Regl.hr af NUh, ...y af the ZJ R.lt.... DI.trlct Offlc.., ar by c.Ulng the ~I.l Z4-hour ."....rlng ..nlc. hUllber. for for.. ordllrlngl In Pem.ylv.,l. 1-IOa-S62-205a, outside .,.,.,.yl.,.,S. Md .,Ithln 10000l Hlirr..burg .r.. (717) 787"8a94, TDDt (117) nZ-ZZS2 (....rlng 1...lred OnlY). DaJECTlOHSr Any p.rty In Int.r..t not ..thfled .,Ith the eppr........t. .11ow.w;. or dh.l1C1W.w;. of deducUon.. or ........"t of t.. (Including di.count or Int.r.,t) .. shown on thl. Notlc. .u.t object within .I.ty (6a) day. of rec.lpt of thh Notlc. bvr --.,rIU.. prohst to the PA o-p.rtMnt of Rev...., IOIIrd of Appuh, Dept. Z11021, HIIrrhburg, PA 17UI-I011. OR --alectlon to MY. the .U.r dehr.lnect .t ..,It of the ec~t of the perlONll rllPr...,bUv., OR --....1 to tM Or,..,." Court. AllnN ISIRAnw: CORRECTlONSI FltCtuIll .rror. dlscov.rlld on this .....UWIt should be eddr...1Id In .,rlUng tOI PA Dep.rt..,t of R.v.... lur..u of Indlvlduil Ta.a., ATTNr Po.t A.......,t R.vl... unit. Dept. Zla601, Herrlsbur.. PA 171ZI.a601 Phone (717) 717"65aS. See peve S of the bookl.t "In.tructlon. for Inherltenca Tex R.turn for a R..ldent Decedent" CREV"1501' for ." exp1~tlon of ~Inl.tr.tlv.ly correct~la .rror.. DISCOUNTt If eny tax due I. p.ld .,Ithln thr.. (3) calender aonth. aftar the decadent". da.th. a fllta parc."t (5~) dl.count of the tax p.ld I. allowed. The IS~ tax -'8.ty non-partlclpaUon penal ty Is c08lPUtlld an the total of the to Md Intarast n...Md, ant not p.ld befora January 11. 1996. the flr.t dey .ftar thtI and of the tax --...ty period. this non-parUclpatlon penalty h appulllbl. In the ... ....,.r and In the the ... tI.. period .. YOU MOUld .....1 the tax end Inter..t that has been ....ued .. IncUeatlld an thl. noUc.. PENALTYI INTERESTs Intar..t Is charged beglml". .,lth flr.t d.y of dallnquency, or nine (9l aonth. and OM (1) day frOll the d8ta 0' death. to thII dah of peyewtt. Tax.. li'hlch bec8M d11l1nquant before J......ry 1. 198Z bMr Intar..t .t the rat. of .he (6%) pare.,t par .... calculatad at . daUy rat. of .00al64. All taMa' which bee-. dalJl"ICIl*It on ... .ft.r J.-.uary 1, 191Z will b..r Intar..t .t . ,.t. which .,111 vary frOll c.land11r vur to calendar vaar .,Ith thet Nlta ernot.n:lId by the PA Depart..,t of Ravenue. The appllcebl. Intlr..t rata. far 1912 throuWl 1997 .r., '!!!r Intarnt R.ta Dally Int.ra.t Fector !!!! Intlrast Rata Dally lnlara.t Fector 198Z 202 .000S4I 1917 'X .0aOZ47 1915 162 .aa0431 1981-1991 IIX .ooosal 1914 112 .aoont 1992 OX .000247 1915 In .00osS6 1993-1994 n .00al9Z 19.. lOX .aaaZ74 1995-1997 OX .000247 --Intara.t la c.lcul,ted .. follCMillr INTEREST . BALANCE OF TAX UNPAID X HUKBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice Issued aft.r the tlX becOMI dallnquMt ..111 raflect ., Intlr..t CIIlculaUon to flft..., US) dliv. beyond the data of the ........,t. If pa~t I. .... .ftar the Inbra.t coaputatlan date shown an the NoUc.. additional Intar.st au.t be calculated. '.