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PETITION .'OR PROllA TE and GRANT OF LETTERS
No,....Q';l-1:- ("1(0 -..lo f g
To:
!:.'slofe of Mar.Ll'.~.i~':."'--J?L,lH1u~~0..1.1...
also known as . .___._.._
Reglsw of Wills for the
____~ Deceased, County of CU~IBERLAND In the
Social Security No. -1..,06- 3 6 - 4 5..i5 ___ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitloner(s), who Is/are 18 years of agc or older an I he execl/I..o r 8
in the last will of the above decedent, dated _Ji.i.1.Y 21 _____..
and codlcil(s) dated _ Junc 8, 1J! 9/ Cln<;LJ.\]l Y 28 L.._JJL2.2
named
, 19...21.-
(~lllte rcle\'llnl dr<;\Im\lanccs, l.'.g. renuncialion, death or l.'''Iccutor, etc.)
Decedent was domiciled nt death in Cumberland County, Pennsylvania, with
L..e.L_.last family or prln,ipijl residence at 401.1l.........QQilQ.9..CLStrcct, Carl i sl.2..l
Cumberlanct count.y, p~ '___
Hbl Htroul, number, Twp. o!' Horo,1
Dececlenl, thon _J!J'---_. yonrs of nge, died _ August 24, . ,19-J!6,
at Sarah Todd Memorial Home-L. fooo W, South Strect:-;<;arl.ls'TC.
Except as follows, decede11l did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a ~iJljng and was never adjudicated
incompetent: __
Decedenl at dealh owned propeny with esllmnled values ns follows:
(If domiciled in Pa.) All personal propeny $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 1 4 r, . 000 . 00
situated as follows: 401 S. Colleqe St.., Carlisle, PTI
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of Icners testamentary
theron,
(tcMamenlary; adminiSlrRllon c,l.a.; admin(Slrluion d.b.n,c.t.a,)
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4401 San Jose Lane, Jacksonvillo, FL
32207
1'he
~eworial Hospital & Medical Center
0: Cumberland, Inc., 600 Mcmorial
Avenue, Cumberland, MD 21502
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 011 PENNSYLV ANIA '.} 88
COUNTY OF.___.cUMGERLAlJJ)_
Thc fJetitioner(s) ubO\c'n"lIl~d swcar(s) llr al"firm(s) Ihatlhe statemcnts in thc foreijolng petition are
Irue :\1d corrCCl 10 thl' IJest '.,1" the knowledge and belief of petitioner(s) and that as personai reprcsen.
,atil" Jf the above decedent pctitiol1C,t I will wcll and truly administer Ihe estate according to law,
Sworn to o. r ,ll"firme.d ..and. ~ubscribed . ..Ll.,. /, C'" (, ".." ,.",\.J '"J" !I. ll" r
helore mibis, __-,2~' Ii. day of { ," ~&k e, COO" ,""'<' Ii
, ;__. ,LY.JJ.Gll,) L.,.Ii 1" -(~ \ ,~,,(Li.__{~._ 2' "W"(( L _.____?
1Jr17v~l.y ,,___i,J.Ll'-;'f':'.LE_. /i It.'tt~ V~ ri ...__,1.ohll.Jl,..--,"l1tUn,~,1_...~_, ~
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Doc, #4660.1
llla!.tt 3lmUl rtllO Wl'ShU1tCltt
OF
MARY LOUISE D. SHUMAN
I, Mary Louise D. Shuman, of Carlisle, Pennsylvania, being
of sound and disposing mind, memory and understanding, do make,
publish and declare the following as and for my Last Will and
Testament, hereby revoking and making void any and all Wills and
Testaments, or writings in the nature thereof by me at any time
heretofore made,
I .
I direct that all expenses of my last illness, including
hospital expenses, expenses for medical care, funeral expenses
and the cost of a gravemarker, as well as all debts or
obligations owed Py me at the time of my death, whioh in the
opinion of my Executors are not subjeot to either a legal or
equitable defense, shall be paid from my residuary estate, unless
othe~wise provided herein, as soon as practicable after my
decease, as a part of the expense of the administration of my
estate,
II,
I give and bequeath all items of tangible personal property
which I may own at the time of my death, inoluding any
automobiles wnich I may own, together with any insuranoe polioies
thereon in equal shares to my surviving ohildren, to be divided
among them in kind as they may agree. In the event that none of
.... ,.u_.....,
my said children survive me, said tangible personal property
shall be divided among their surviving issue equally and
distributed to such issue in kind per capita.
III.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, of whatever
kind or character and wherever situated, which I may own or have
the right to dispose of at the time of my death in equal shares
to my children, John D. Shuman and Margaret S, Schiffers, or t.o
their respective issue, per stirpes.
IV.
My personal representatives and the Trustees of any trust
created hereunder shall have the following powers and authority
in addition to, and not. in limitation of, any other rights and
powers granted by law:
A. To retain any property transferred, devised or
bequeathed to them by me, or any undivided interest
therein, regardless of the character of said property,
or whether it is such as may be authorized by law as a
legal investment by a fiduci.ary;
B. To sell any estate or trust property, for oash or on
credit, at public or private sale; to exchange any of
said property for other property; to grant options to
purchase or acquire any estate or trust property; and
to determine the prices and terms of sales, exchanges
and options;
C. To execute leases and sub-leases for terms extending
beyond the termination of any Trust established herein;
to subdivide or improve real estate and tear down or
alter improvements; to grant easements, give consents
and make contracts relating to real estate or its use;
and to release or dedicate any i.nterest in real estate;
D. To borrow money and to mortgage or pledge any estate or
trust property in connection with the administration of
the Trusts oreated hereunder; to execute promissory
notes or other obligations for amounts so borrowed; and
to secure the payment of any amounts so borrowed by
mortgage or pledge of any real or personal property;
provided, however, that said authority may be exercised
only to the extent that it is necessary or required in
oonnection with the proper administration of my estate
or any of the trusts created hereunder, and shall not
be used for the purpose of making speculative
investments or for the purchase of seourities on
margin;
E, To take any action with respect to oonserving or
realizing upon the value of any estate or trust
property, and with respect to foreolosures,
reorganizations or other changes affecting the estate
or trust property; to collect, pay, oonsent, oompromise
or abandon demands of or against the estate or trust
property, wherever situated; and to exeoute oontraots,
notes, conveyances and other instruments, including
instruments containing covenants and warranties binding
upon and creating a charge against the estate or trust
property, and containing provisions excluding personal
liability;
F, To keep any property in the name of a nominee, with or
without disclosure of any fiduciary relationship;
G, To employ agents, attorneys, auditors, depositaries and
proxies, with or without discretionary powers;
H, To give proxies, to deposit securities with and
transfer title to oommittees representing security
holders and to participate in voting trust,
reorganizations, and other transactions involving the
common interest of security holders;
I. To exerciso any option to subscribe for or purohase any
stooks, bonds, certificates, or other securities whioh
may be given to it as the holder of other stocks,
bonds, certificates, or other securities constituting a
part of the estate or trust property;
J, To purchase stocks, bonds or other property, real or
personal, from the executor or legal representative of
my spouse's estate, or any trust established by my
spouse, even though such executor or legal
representative is also a fiduciary hereunder;
K, In the event that my spouse survives me, to join with
my spouse or his personal representative in the filing
of any income or gift tax return for any period prior
to my death and without requiring indemnificati.on from
my spouse or his personal representative for any
liability which may arise from joining in such return;
L. To elect to take administration expenses on either the
estate's federal income tax return or the estate's
federal estate tax return in suoh manner as to provide
the greatest overall tax savings, My Executors are
authorized but not required to adjust the interest of
any beneficiary detrimentally affected by such eleotion
in order to compensate said beneficiary for any loss
due to the making of suoh election;
M. To exeroise any eleotion provided in the Internal
Revenue Code or under Pennsylvania Inheritance or
Estate Tax I,aws with respect to the valuation of
property for purpose of such taxes, and the time and
manner of payment of tax, and no adjustment in any
beneficiary's interest in my estate shall be made by
reason of the making of such eleotion;
N. To deduct, retain, expend and payout of any money
belonging to the estate or any trust established herein
any and all neoessary and proper expenses in connection
with the operation and conduct of the same, and to pay
all taxes, insurance premiums on any policy
constituting part of the trust property, and any other
legal assessments, debts, claims or oharges whioh at
any time may be due and owing by, or which may exist
against my estate or any trust established herein;
O. TO charge commissions or compensation for their
services hereunder, which commissions or compensation
in the case of a corporate fiduciary may be charged
against or payable from both prinoipal and income
reoeived on an annual basis at such rates as may be
provided in its published fee sohedule in effect at the
time said services are performed;
P. To make any distributions or division of estate or
trust property in cash or in kind, or both.
v.
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I direct that all state and federal estate, sucoession,
legacy, inheritanoe or other transfer taxes, however designated,
together with any interest or penalty thereon, that shall become
payable by reason of my death with respect to any property which
is subjeot to administration by my personal representatives and
is inoluded in my probate estate for purposes of computing such
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF -{;,11'1/:"'> __ { SS,
I, Mary Louise 0, Shuman, the Testatrix, whose name ie
signed to the attached or foregoing instrument, having been duly
qualified aocording to law, do hereby acknowledge that I signed
3nd executed said instrument as my First Codicil to Last Will;
that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein oontained.
Ma'~~ "~4ut~e . 0 ,L s~t~~~; Testatr ix
Sworn or subscribed to and
aOk~.o.'JW.l. edged b7efre.me this
,i It <;lay of . /<.,.<.(j , 1992,
.. '.'/ . 1
..\t~,. .I... : '. . . 1 ) /1 /.t.(~v
Nbtary Public !
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF 11(,,)',/, )( SS,
U .
We, the undersigned witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the
Testatrix, Mary Louise D. Shuman, sign and exeoute the instrument
as her First Codicil to Last Will; that the said Mary Louise D,
shuman signed willingly and that she executed it as her free and
voluntary aot for the purposes therein expressed; that each of us
in the hearing and sight of the Testatrix, Mary Louise D. Shuman,
signed the Codicil as witnesses; and that to the best of our
knowledge, the Testatrix, Mary Louise D. Shuman, was at the time
1B or more years of age, of sound mind and under no constraint or
undue influence.
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Sworn or subscribed to
aCk.,n?Wledged b~e ore. m,e
fl. day of .. I~H.P/
....-~:::~-. -( /
C /<l>~~'./k. )'Y'{.f-t/i/
- Not,ry Public
and
this
, 1992,
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FILE NUMBER
21 96 688
OOM ~P~~~~'!;\'if"~ltV1ill'M ANIA
"'80001
HAAf'lIS Q,fJA 11128-0601
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I i;' / C/, _)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
I REG!STER OF WILL
COUNTY COtJl
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fH,V" \~OO r:x t{7.94J
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DECEDENT'S NAME (L.AST, FIRST, AND MIDDLE INITIAL) nrC[DENT'S COMPl.ETE ADDAl: ss
Shuman , Mary Louise D, ..___,....._..__~ 401 S, College Street
SOCIAL sWuriITVNllMF.lEA DArt OF DEAHt pI: Of UtfllH Carlisle, PA
206-36-4545 08/24 96 .1_.1 / Coom', Cumberland
IIF APPI.ICAeL'EIS'JRVIV'~a SPOUSE'S "AME (LAST,FI"'T AND MIDDLE INITIALIJ SOCIAL S'~""YNI;~e"~-rMOUNT RECElVEDISEE INSTAUCTlON~
X 1. Original Ruturn l=:!2:""" Supplomental Retu,n .-.----...~-IT:i. Romalnder Return ..
4, l.Imlted Estate [] ", Futuro Interost Compromise (fol ~ate. of death prior to 12.13.82)
(lor datos 01 death aher 12.12,82) 0 5, Fod.,al E.tate Tax Return Requlrod
UJ &, Docodont Died rostato D 7. Docodent Malnlalno~ a Uving Tlust ..J1....._8. TOlal Numbor of Safo Depo.lt Boxe.
_lA_~.!L~oPy 01 W!!!l.-___ (Mach a cOEYEL1:r.'!&..________. .._..__.~_
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAl5:.!NFORMATlON SHOULD BE DIRECTED TO:
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TEl.EPHONE NUMBER
7 7 848-4900
1. Real Estato (Schedule A)
2, Stock. and Bond. (Schodule B)
3, Closely Hold Stock/Partnorshlp Intorest (Schedule CI
4, Mort9a90s and Noto. Receivable (Schodulo 0)
5, Cash, Bank [leposlts & Miscellanoous Pe"onal PlOperty (Sch
6, Jointly Owned Property (Schodulo F)
7, Transfors (Schedulo G) (Schodul. L)
8, TOlal G,oss Assots (tolal L1nos 1.7)
g, Funeral Expenses, AdmlniSlTatlve Costs, Miscellanouus
Expenso. (Schodule H)
10, Debts, Mortgago Liabilities, Liens (Schedule I)
11. TOlal Doductlon. (tolal Line. 9 & 10)
12, Net Valuo of E.tato (Line 8 minus Une 11)
13, Challtable and Govornmental aoquosts (Schedulo J)
14, Ne! Value SubJoct to T~x (L1no 12 minus Line 131
15. Spou.al Transfors (for datos of doath aher 6,30.94)
See Ins~uctlons lor Appllcablo Porcentago on P"go 2.
(Includo volues ~om Schedulo K or Schodulo M)
16. Amount of Uno 14 laxabl. at6% rato
(Include values ~om Schedulo K 01 Schedule M.)
17, Amount of Line 14laxablo at 15% rato
(Includo valuo. ~om Schodulo K or Schedulo M)
18, Principal tax duo (Add tax ~om Line IS, 16 and 17)
19, Clodlts Spousal Povo,ty Credit Prlo, Payments Discount
__......Q..,..Q,Q + 29,500.00 + _..1.2~~~
~, If Uno 19 I. reater than L1no 18, entol tho difforonce on Line 20. Thl' Is tho OVERPAYMENT,
IKI [] h.~.re If yo_'!.!!!..t~,!e.tI~g.!.~D.ct..QJ.y!!tJr o~erm~!J
21. If Line 18 I. 9roate, than Une 19, ento, the dillerence on Line 21 This Is the TAX DUE.
A. Enter the Interest on tho balance duo on Uno 21A
B. Ento, the tOlal of Llno 21 and 21A on L1no 2m, This is tho BALANCE DUE.
Make Check Pa.Yabl. to: Register of Will.. Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE ~ AND TO RECHECK MATH. .
llrld.r p.MiiiU;T'perjury, I deer.r.thal t have o.amlned Ihl, rlJtu;;'-lnol\!djn"accoriip~Yi~J'ch;d~I.....-n,;{1;l.l.menl', and 10 Ihe be.t of myknowltdg. and IieU.f, It ItllUfJ,
cOrlteland complltl I dtcla,. thai III re811111al. hM bun rllpott,d 1I11ru. nllltko' valllll, Declaration of flflplUtl olhor IIIlHllhe pelltmlllrtpfllltnlatlvtlt b..,d on.n Inlorml.lIon 01
~hl(;h prepare' h...ny knowledge,
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Pet~r R. Andr~we, Eequire
COMPLETE MAILING ADDRESS
Counteee Gilbert Andrewe
29 North Duke Street
York PA 17401
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(2) __.. 273,754.16
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SIGNATURE OF PERSON RESf'ON~BI.E FO~ PILING R~TUFlN , ADOnt.9S
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?9. .North p.u~e Street
._~York, PA 17101
DATE I .
~1~
jZ~i/i?
Fo,;1500 (He..., 1-G<4)
APR-23-1997
17' 13
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FINANOALIII
TRUST CORP
Olle
September 24, 1996
Countess Gilbert IIndrews
29 N. Duke St.
York, PA 17401-1202
Re: Ettale 01. Mary [,oulse D. Shuman 206-36-4545
0111 01 Del th
8/24/96
Our Mr. Andrew"
In eT\!wer 10 your ",quill ooncernlng 10counlJJ owoed, either aeplntely or Jointly, by
tho I bove relerenced decedent and the ballnce in uoh Icoount &I 0' the dlte 0'
dUlh, we have cheoked our record.! and Ire submitting .the following In'ormatlon In
duplicate, We ruqqll' thlt you IUe one 01 theee lette" Itllched 10 the Pennsylvlnl> Jnven-
tory lorme (RCC) to eubl\anUat~ the balance you report.
Note thlt we have mown the corrllCt regUlflUon lor uch acoount. AlIa, Interett loorued to
the dlle 01 death, If Iny, \a IIated IS I IlIparlte figure.
CD number ~pen date open value DClD value
96362 OS/24/91 $30,000.00 $30,119.43
103644 10/09/93 $19,181.32 $21,707.62
108742 03/03/95 $10,000,00 $10,034.43
100743 03/03/95 $10,000.00 $10,046.11
116377 12/0V~5 $10,000,00 $10,034.43
122470 12/29/95 $15,000.00 $15,058.09
122471 12/29/95 $10,000.00 $10,035,09
1111 of these certificates are regIstered to Mary l,ouise D, Shuman, 'alone,
Sincerely, .. 1
j1"r.(.J!~dJ~ t;l
Doria Goodhart
cn/THII dept,
JIO AII"1l Rood. 1',0, [lo, 220' COI'Ii"h'.I'A 170B . (71'1) 24'\,R0I1J 01' (717) 24J.'\212
-
-
Doc, #4660.1
jE,tnt IUUI ant. WtittaUltltt
OF
MARY LOUISE D. SHUMAN
I, Mary Louise D. Shuman, of Carlisle, Pennsylvania, being
of sound and disposing mind, memory and understanding, do make,
publish and declare the following as and for my Last Will and
Testament, hereby revoking and nlaking void any and all Wills and
Testaments, or writings in the nature thereof by me at any time
heretofore made,
1.
I direct that all expenses of my last illness, including
hospital expenses, expenses for medical care, funeral expenses
and the cost of a gravernarker, as well as all debts or
obligations owed by me at the time of my death, which in the
opinion of my Executors are not subject to either a legal or
equitable defense, shall be paid from my residuary estate, unless
otherwise provided herein, as soon as practicable after my
decease, as a part of the expense of the administration of my
estate.
II,
I give and bequeath all items of tangible personal property
which I may own at the time of my death, including any
automobiles which I may own, .together with any insurance policies
thereon in equal shares to my surviving children, to be divided
among them in kind as they may agree. In the event that none of
my said children survive me, said tangible personal property
shall be divided among their surviving issue equally and
distributed to such issue in kind per capita,
III.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, of whatever
kind or character and wherever situated, which I may own or have
t.he right to dispose of at the time of my death in equal shares
to my children, John 0, Shuman and Margaret S. Schiffers, or to
their respective issue, per stirpes,
IV.
My personal representatives and the Trustees of any trust
created hereunder shall have the following powors and authority
in addition to, and not in limitation of, any other rights and
powers granted by law:
A. To retain any property transferred, devised or
bequeathed to them by me, or any undivided interest
therein, regardless of the character of said property,
or whether it is suoh as may be authorized by law as a
legal investment by a fiduciary;
8, To sell any estate or trust property, for cash or on
credit, at public or private sale; to exchange any of
said property for other property; to grant options to
purchase or aoquire any estate or trust property; and
to determine the prices and terms of sales, exchanges
and options;
C. To execute leases and sub-leases for terms extending
beyond the termination of any Trust established herein;
to subdivide or improve real estate and tear down or
alter improvements; to grant easements, give consents
and make contracts relating to real estate or its use;
and to release or dedicate any interest in real estate;
0, To borrow money and to mortgage or pledge any estate or
trust property in connection with the administration of
the Trusts oreated hereunder; to execute promissory
notes or other obligations for amounts so borrowed; and
"
to secure the paymcnt of any amounts so borrowcd by
mortgage or pledge of any rcal or personal property;
provided, however, that said authority may be exercised
only to the extent that it is nccessary or required in
connection with the proper administration of my estate
or any of the trusts created hereunder, and shall not
be used for the purpose of making speculative
investments or for the purchase of securities on
margin;
E, To take any action with respect to conserving or
realizing upon the value of any estate or trust
property, and with respect to foreclosures,
reorganizations or other changes affecting the estate
or trust property; to collect, pay, consent, compromise
or abandon demands of or against the estate or trust
property, wherever situated; and to execute contracts,
notes, conveyances and other instruments, inoluding
instruments containing covenants and warranties binding
upon and creating a charge against the estate or trust
property, and containing provisions excluding personal
liability;
F. To keep any property in the name of a nominee, with or
without disclosure of any fiduciary relationship;
G, To employ agents, attorneys, auditors, depositaries and
proxies, with or without discretionary powers;
H. To give proxies, to deposit securities with and
transfer title to committees representing security
holders and to participate in voting trust,
reorganizations, and other transactions involving the
common interest of security holders;
I. To exercise any option to subscribe for or purchase any
stocks, bonds, certificates, or other securities which
may be given to it as the holder of other stocks,
bonds, certificates, or other securities constituting a
part of the estate or trust property;
J. To purchase stocks, bonds or other property, real or
personal, from the executor or legal representative of
my spouse's estate, or any trust established by my
spouse, even though such executor or legal
representative is also a fiduciary hereunder;
K. In the event that my spouse survives me, to join with
my spouse or his personal representative in the filing
of any income or gift tax return for any period prior
to my death and without requiring indemnification from
my spouse or his personal representative for any
liability which may arise from joining in such return;
L. To elect to take administration expenses on either the
estate's federal income tax return or the estate's
federal estate tax return in such manner as to provide
the greatest overall tax savings. My Executors are
authorized but not required to adjust the interest of
any beneficiary detrimentally affected by such election
in order to compensate said beneficiary for any loss
due to the making of such election;
M. To exercise any election provided in the Internal
Revenue Code or under Pennsylvania Inheritance or
Estate Tax Laws with respect to the valuation of
property for purpose of such taxes, and the time and
manner of payment of tax, and no adjustment in any
beneficiary's interest in my estate shall be made by
reason of the making of such election;
N, To deduot, retain, expend and payout of any money
belonging to the estate or any trust established herein
any and all neoessary and proper expenses in connection
with the operation and conduct of the same, and to pay
all taxes, insurance premiums on any policy
constituting part of the trust property, and any other
legal assessments, debts, claims or charges which at
any time may be due and owing by, or which may exist
against my estate or any trust established herein;
o. To charge commissions or compensation for their
services hereunder, which oommissions or compensation
in the case of a corporate fiduciary may be charged
against or payable from both principal and income
received on an annual basis at such rates as may be
provided in its published fee schedule in effect at the
time said services are performed;
P. To m~ke any distributions or division of estate or
trust property in cash or in kind, or both.
v.
I direct that all state and federal estate, succession,
legacy, inheritance or other transfer taxes, however designated,
together with any interest or penalty thereon, that shall become
payable by reason of my death with respect to any property which
is subject to administration by my personal representatives and
is included in my probate estate for purposes of computing such
COMMONWEALTH OF PENNSYLVANJ A )
COUNTY OF --!/-flji!."/ : SS,
I, Mary Louise D. Shuman, the Testatrix, whose name is
signed to the attached or foregoing instrument, having been duly
qualified acoording to law, do hereby acknowledge that I signed
and executed said instrument as my First Cooicil to Last Willi
that I signed it willinglYi and that I signed it as my free and
voluntary act for the purposes therein contained.
.' ') . .u
~fa'~~ (i~~i~e' D;tShu~~~:'" TestatrTx-
Sworn or subscribed to and
a.Ck~oW.ledged b.ee)fj,re me this
J'11d1'lY of 7':'/I...u ,1992,
. ,/~~"..,.:~ k. . II +~-fA/ '
~/ N~tary Public /
--------..----.
~ I.;........ ~
u",jo, y, I. 1 ~."" I,.:,:,,' Put""
Y"'~r~ \'~'I. C\. .
~~' C<<nn)in~,; YI ['.?~::~..:..:..~,_1 f(J3
f..':,' ,'.,~'.1. fl,;-,n:., '-:'" ,,~:'._ ):,,;.., ~ i' "," ';~
COMMONWEALTH OF PENNSYLVANIA )
01 (lik ( SS,
COUNTY OF ~._ )
We, the undersigned witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified acoording
to law, do depose and say that we were present and saw the
Testatrix, Mary Louise D, Shuman, sign and execute the instrument
as her First Codicil to Last Willi that the said Mary Louise D.
Shuman signed wIllingly and that she executed it as her free nnd
voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testatrix, Mary Louise D. Shuman,
signed the Codicil as witnesses; and that to the best of our
knowledge, the Testatrix, Mary Louise D. Shuman, was at the time
18 or more years of age, of sound mind and under no constraint or
undue influence,
Sworn or subscribed to and
ackP?Wledged be~ore me this .
f! day of ...Aly.....J../ , 1992.
/-~~' // '
"" 'v' I /"~
l, /-:.--1." ,.~ l"J ;;z:.(, '7 ~-VV'
.. No-t,ry Public )
I.......,'.,~
U"cbK 1.,o:::.,",'N>Ic
y~,~,'.. V',',1 (.':... -',
M,'C"""i';: '[,E.."",; :.:: 17,1!lXl
f..('~' ~_' f\,-r"\'! ",.ik'-~.(:."":'7:.\cI H:t, r((.J
COMMONWEALTH OF PENNSYLVANIA
)
( SS.
)
to~
I, Mary Louise D. Shuman, the Testatrix, whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed said instrument as my Second Codicil to Last Will;
that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein contained. ,
(.)) (; (()
I'~' 'tt.~,- u,...1,'-t-t.....-- {;t...' ~ 4nlr...-'......
Mary Lo~se D. Shuman, Testatrix
COUNTY OF
Sworn or subscribed to and
acknowledged Zf:ef e me this
(}.f1!" day of L~ ' 1992.
'~~d':' . '7~
~tary Publio )
-
NcI.;li;JiStlal
l.h:la K. Mie:, Nola')' Nt;
\'ollo.. YO/lICou1ty
My Co/m"iSSb'1 ExpO"" OIl 17. 19'1:l
Me<rber. ~~c:IttMtos
)
COUNTY OF e1! tlu ~ SS,
We, the undersigned witnesses whose names are signed to the
attaohed or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the
Testatrix, Mary Louise D. Shuman, sign and execute the instrument
as her Second Codicil to Last will; that the said Mary Louise D,
Shuman signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testatrix, Mary Louise D. Shuman,
signed the Codicil as witnesses; and that to the best of our
knowledge, the Testatrix, Mary Louise D. Shuman, was at the time
18 or more years of age, of sound mind and under no constraint or
undue influence.
COMMONWEALTH OF PENNSYLVANIA
/"' ~1 .
C J!'il'~ It j,[~{llf
v ()vitness
(kt ?no ~
)' Gl/cfJ. ~~u~
Wl ness
Sworn or subscribed to
aCk,nowledged ~~re, e
c2f11. day of
CA '-K1'!-.', I
and
this
, 1992,
"..(I1)
N,l.t;(Ila, Se.i~
l.Jn:IiI K ~~.,.. N.'lla'y Pl.t*l
"""'~Cw1ty
My ~"";'Y\ [x;ln.<. Ctl 17,19'l:l
~'K'~'~)oI"', f\rr'l<,)Ml";:" ~..a~'b"l rJ N.1..?t"J
Estate Inventory
Valued as of Date of Death
No. of
,Shares
Stooks
CSX Corporation
300
24 GM Hughes Electronics Corp.
720 General Electric Company
571 General Motors
291 Juanita Valley Financial Corp.
40 Juanita Valley National Bank
98 ~A ~ower & Light
120 Scott Paper Company (now
Kimberly Clark)
5 The Equitable Companies, Inc.
1,480
The First National Bank of PA
(Newport)
1,435.4070 VFISF-LT US Treasury, The
Vanguard Group
Dividend at date of death
1,359.9270 VFISF-ST Corporate, The
Vanguard Group
Dividend at date of death
Total Stocks
Cash
capital Blue Cross/Blue Shield
-- Medical reimbursements $
Capital Blue Cross/Blue Shield
- ~remiurn refund
Cash found in Deoedert's
residence
Page 1
$
15,037.50
1,368.75
61,537.50
29,031.78
10,621.50
1,460.00
2,238.69
9,465.00
125.94
114,330.00
13,866.03
61. 34
14,551.22
58.91
$
273,754.16
654.09
352.65
49.50
i
l'i
,. ~-,
, ,
1,1"
y'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
IHUERITANCE TAM OIVISIOH
DEPT. 280601
t~RIS&UAG, PA 17128-0601
TAMES
NOTICE OF INHERITANCE TAX
APPRAlSEHENT, ALLOWANCE OR OI5Al.LOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
PETER R ANDREWS ESQ
COUNTESS ETAL
29 N DUKE ST
YORK PA 17401
DATE
ESTArE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-01-97
SHUMAN
08-24-96
21 96-0688
CUMBERLAND
101
( '-"
*
1(~.a~l U '" cll-fll
MARVLOUIS D
[=:.:~~~~~~~~~!~~-~'~ -. -]
MAI(E CtiECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLANO CO COURT tiOUSE
CARLISLE. PA 17013
CUT AL,ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUfl RECORDS ...
iIEV: Uc.-i" EX" - i, FP - i 0'3:97"1 - Niii'" iCE - 0' F - -iNH Eiii TAH"e E - "fAx - iiP" PRA- is EMENf; - i,rrow AH"e E - oii"--"""" - - -- - -" - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHUMAN MARYLOUIS D FILE NO. 21 96-0688 ACN 101 DATE 09-01-97
HX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION"CONCERNING FUTURE INTEREST - SEE REVERSE
- ,
APPRAISEL VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l e.t.t. (St;hedul. A) (1)
?. stock. and Bonda (Schedllle B) (2)
3. Clo.ely H_.1d stock/Partner.hip Int.reat (Schedule C) CS)
4, Mortgage./Hote. Receivable (Schec:h.Ile DJ (4)
S, Cnah/Bank Depoa1t./Mhfl, Per.onal Property (Schedula E) (5)
6. Joll'ltly lhmed Pro~erty (Schedule f) (6)
7. Tranafer. (Sch~le 0) (7)
8. Total A..at.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funaral Expens../Ad", COllts/Hise, Expan5.. CSchedule to (9)
10, Deht./Hortgag. Liabiliti../Li.". ISchadule I> nO)
11, Tot.l DeduoHon.
12, Net Value of Ta~ Return
13, Cherlteble/Governaantal Bequeat. (Schedule J)
14, Net Vo1ue of E.toto Subjoct to To.
) CltANGED
139.032,IL
273.754,16
,00
.00
127,140,47
,00
.00
(8)
11 ,442,26
9.876,55
(11)
(2)
(15)
(4)
NOTE: To In.u~' prop.r
oradit to your account,
.ub..i t the upper port 10n
01 lhh for. wUh your
ta~ PRy..nt.
539.926,00
'1,318,aL
518.607,99
1.000,00
517.60) ,99
NOTE:
14, IS and/or 1&, 17 and 18 will
returns asseDsad to date.
If an as.assment was isoued previously, lines
reflect figure. that include the total of 6hh
ASSESSMENT OF TAX:
IS. A..ount of Line 14
16, Aoount of Lin. 14
17, Aoount of Line 14
18. Prlncipal T.~ Due
TAX CREDITS:
PAVHENT
DATE
11-21-96
05"21-97
et Sp('oullal rat.
tax.bl. at Lln.el/Cla.~ A ret.
t.xable at Collataral/CI... 8 rat.
US)
(6)
U7l
RECEIPT
NUH8ER
AA146976
AA211337
DISCOUNT (t)
INTEREST/PEN PAID (-)
1,552,63
.OD
,00 X ,00.
515 . 607 , 99 X ' 06.
2.000,00 X ,15.
(8)
AHOUNT PAID
29.500,00
183,85
,00
30.936,48
300,00
31.236,48
TOTAL TAX CREDXT~- 31,236,48
--. ~-----
BALANCE OF TAX DUE ,00
INTEREST AND PEN. ,00
.. -----.-...
TOTAL DUE ,00
- ..-
. If ~AID AF'lER D~TE INDICATED. SEF. REVERSF.
FOR CALCULATION OF ADDITIONAl. INTF.REST,
IF TOTAL DUE IS LF.SS THAN U. NO PAVHENI IS REQUIRED,
IF TOTAL ~JE IS REfl.ECTED AS A "CREDIT" (CRI. VDU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,I
-':,
f.!
,!L'. !
RESERYATIOHl Elt.t.. of Oeo.o.ntl dying ~n or ~for. Dec'~r 12, 1982 -- If any future Inter'lt In th4 ..tat. II tran.f.rr~
In poullulon or Injo)'lllnt to Cle.. B (coU.terel) tHtn.fh:lnrl.. of the dlCladlnt Gfter. tht t1xplrlltlon of WtY ..ht. for
11ft or for y.nr., th. Coe.onw.nlth h.r.b~ .xpr...1v r...rv.. thu right to appro i.. and e..... tran.f,r Inherltanc. Ta~..
at th. l8wful Chn IS (00118t,rl:ll1) rat. on an~ .1Xlh futur'. Int.r..t.
PlIRPOSE Of
NOTlCE I
To fulfill th.. r.qul,....nh of Section l.4U of the Inh.rltnnc. and Eltat. Tax .ut, Aot 21 of 1995. 02 P.S.
Section 9140l,
PAYMENTl
Dltach the tap portlon of thll Notice !tnd cub.tit with your pay..nt to the Reghtlr of Willi printed on the rlv.r.. 1101,
- ~Haklil chttck 0" .or.ey orelar- pl'l:.'abl$ to: REOJ.S1'ER OF HILLS, AaE~{T
RfI-1JHD (CR) I
A rllfuna of III tal( credit, whIch Win r\ot requutlKi on the T8)( R.turn, 1II11~ be rllqu..t.d b~ cC\MP1etJng an "Appllctltlon
for Rlfund of P.nn.ylv!lnla Inh.rltnncI /'Ind fstet. Tax" (REIJ~13U)' Apf:lUcetlorn !lrll ~v8J1lr-hl. at the Offlol
of the R.ght.r of Will., I'lny of the 23 Rllv.nu. [Ihtrlct Offlcall, or by It:n111ng the 'PlIclal 24~hour
an.werJ"(I l.,rvlcll rn..ber. for for.. orrl.rlng: III Pllnnsylvlt/lh 1-600-562-2050, outsIde Pann,ylvnnill and
",!thin 1000al Harrhburg breu (717) 'T87-fl09/1, ron. (717) 77i:-27,52 ONrtrlng IltPalrnd Onl~).
OBJECTIONS I
Any party in Jntar..t not .etl.fl.d with thll 8pprnl....nt, &ll~anc. or dl~allo"'8nc~ of deductl~n., or a.....aent
of to)( <1ncludIng dhoount or In~.rutl 1'1' st\own on thh Notlc. IlUlt obj.ct wl.thln sixty (60) dan of receipt of
thh Notiel b.Yl
--wrUtan protnt to th. PA I)GfHtrhent of RIIV.rll.", !na,'d of Appeals. O.pt. 261021, Harrisburg, PA 1712edOZ1, OR
MM.IOCltlon to have th,e uttllr dllhr.llI.d ht audit of the Mlcooot of the per.ona1 repruent"tlv., OR
--appn1 10 the Orphan.' Cour~.
ADf'lIN
ISTRATlYE
CORRECTIONS I
Fllctual error. dh<lOvered on th1l /'Isuu..nt should b. addr....d In writing to: ".. Depart.ent of RIIVIlOUl,
BurllltU of Individual 18)(11', ..nN, POlt ....us..nt Rllvl"... Unit, Dlpt, 280601, Harrhbul'g, "A 17128-0601
PhonG (717) 717-6'iOS. S.. P&g8 5 of the booklet "Instructlon. for Inh.rItance Tax R_turn for a R..ldllnt
Dec.dent.. (REV-IS01) for an .xplanatlon of adIIlnhtratlvlb corrDCtalll. error.,
DISCOUNT:
If 1If\~ taw due It paId within thr.. (1) cal..ndttr IlOnth. lifter the dee.dent's death, a flv. ",rc~t es:o dhcOU1t of
the bit: ~ajd 11 allowltd.
PENALTY:
The lS:C: tax __.ty non~part1olpatlDfl penalty Is cOllpUhd on the totnl of the tax lIlld Int.r..t 1II....IId, and nat
paid b.for'. Jltf'lUery lll, 1996, the flr.t day aft.r thw and of th. ta)( ~.nuty IHlrlod. Thh ncn-partIclpatIof'\
p"'elty 1. appaall'lbAe In the sa.. Mannftr nnd In the the Sl!IllM tl.. perIod al yoU Houlcl Appenl tM taw and Int.r'lt
that ho. Ixlen .uenad a. lrmlclPltod on thh notJ~.
INTERE$TI
Intlr..t 11 charged beglnnlr'ti with flr.t day elf cMl1nquWlUYf or nine (9) IWnth. end one en dey frOll the dIlta of
dMth, to t:he dnh of Plll~t. Taw.. which b~... dftlln<l\t&nt betar. Jan".r-~ 1. 1982 bear I.,t.r..t at U.. rat. of
.1M (6~) perclInt ,..r ~ calculahd at a dall.v rtltll (Jf .000164. All hxu whlch bee... d.l1~t fill IM'Kt aft.,.
January 1, 19az will Mar- lnt.rut l'It a rllt. which ..111 vary frOll call1nd,,,, Year to oal.ntitlr year- with that rat.
IIIll'lCK.W\Cld D)' the PA Uepart..llt of RIIVctnue, The ttppll>CM1. Int.rut rntu for 1982 througtl 1997 arlll
'!!!! !.o.!.!L!.t R.!Jh Dally In~.r-..t F8Ctor Y!!!! !.r..!!.flllt R~t. Dally Int.r..t FfMltor
1982 10l( .000543 19117 9~ .000147
1965 16~ ,000433 19111~1l)C)1 Ill( ,OOOJOI
19.. 11:< .000301 '99' 9< ,OOnl47
1'85 1.\:': .000ls-6 19'91-194M r" .000192
19.. 10:< .000274 19l!)!i-1"7 9~ .000247
--Interut II c.lcuht~ .. follow.:
INTEREST' RALAHCE OF TAX UNPAID M NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~-Any NotIc. Inu.d aft.r the tal( b.ea... dlUn-quMt will r.fhtct an Int.r..t calcuhtlon to flft"" <1Sl da)'.
beyond the dah of the ......Mf1L If pav.."t Is ... eft.r the Il1hrut COIlfl'Utlltlon d.t. Ihot<<\ ~ the
Notlc., Ilddl tIOl'Wtl Jnt.rut Ikjlt be Clllcuhtad,
,-..,''1. 'R, . ("li'.i'
FAMILY SETTLEMENT AND INDEMNIFICATION AGREEMENT
THIS AGREEMENT, made as of this ,.::.1J./ckday of",Sr6le.-y,,,~;J'-)
- .
1997, by and between MARGARE'I' S. SCHIFFERS, 4401 San Jose Lane,
Jaoksonville, Florida; and JOHN D. SHUMAN, 11900 Messick Road SE,
Cumberland, Maryland.
WHEREAS, !'1AR'l LOUISE D. SIlUK'.N, late of Carlisle Borough.
Cumberland County, Pennsylvania, died August 24, 1996, testate, and
her Last will and Testament dated May 21, 1992, and First and
Second Codicils thereto dated June 8, 1992, and July 28, 1992,
respectively, were duly probated in the Office of the Register of
Wills in and for Cumberland County, Pennsylvania, on September 4,
1996, and appear of record to File No. 21-96-688; and
WHEREAS, Letters 'l'estamentary were issued thereon on September
4, 1996, to Margaret S. Schiffers and John D. Shuman, as Co-
Executors; and
WHEREAS, said Co-Executors filed their Inventory of the
property of said Decedent on May 22, 1997; and
WHEREAS, a Pennsylvania Inheritance Tax Return was filed with
the Register of Wills Office, as Agent for the Commonwealth of
Pennsylvania, on behalf of the Estate on May 22, 1997, and the
inheritance and estate tax due in said Estate has been paid in
full; and
WHEREAS, all known outstanding debts and obligations of the
Decedent have been paid in full; and
1
WHEREAS, the parties hereto, being all of the parties
interested in the Estate of Mary Louise D. Shuman, desire that
distribution of the balance of the assets of the Decedent be made
without the necessity of further proceedings by the Orphans' Court
or a formal accounting.
NOW, THEREFOHE, in consideration of the payment and
distribution of each of their respective shares of the residue and
net balance of the Estate available for distribution, the
undersigned beneficiaries under the Last Will and Testament of Mary
Louise D. Shuman, late of Carlisle Borough, cumberland County,
Pennsylvania, deceased, do hereby acknowledge that they have
recoived of and from Margaret S. Schiffers and John D. Shuman, Co-
Executors of the Estate of Mary Louise D. Shuman, deceased. each of
their respective shares of the residue and net balance of the
Estate available for distribution. The same being in full
satisfaction of each of their respective shares of the Estate a8
provided in the Last Will and Testament of said Decedent.
The undersigned do hereby by these presents, remise, release,
quit-claim and forever discharge the said Margaret S. Schiffers and
John D. Shuman, Co-Executors, their heirs and assigns, of and from
the payment of any other or further sum in satisfaction and payment
of each of their respective shares of the Estate of the said
Decedent, and of and from all actions, suits, claims, duties and
demands whatsoever arising therefrom. The undersigned fUl'ther
agree to indemnify the said Margaret S. schiffers and John D.
Shuman, Co-Executors, and to hold them harmless from any claims or
2
demands presented against the Estate of the said Decedent
subsequent to the execution of this Release, including, but not
limited to, any federal, state or local income taxes, transfer
inheritance, estate or death taxes, together with any interest or
penalties thereon and together with any costs, expenses and counsel
fees associated therewith, if any.
In consideration of the distribution of their respective
shares of the residue and net balance of the Estate to them, each
of the undersigned agrees that he or she shall be firmly bound unto
Margaret S. Schiffers and John D. Shuman, Co-Executors of the
Estate of Mary Louise D. Shuman and/or to Countess Gilbert Andrews,
Attorneys for the Estate of Mary Louise D. Shuman, in his or her
equal proportionate share of the amount of any claims or demands
presented against the Estate as set forth above, up to but not
exceeding the amount of his or her distributive share of said
Estate, which agreement shall be deemed to be in the nature of a
refunding agreement or bond.
IN WITNESS WHEREOF, and intending to be legally bound hereby,
each of the undersigned have exeouted this Release as of the date
set forth above.
witness:
EI-~'/ d,#-jf'~~~!
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~ - ,'. e\.AA-~"'._&.,.._.__
'VV7('-'.~. (-t'''"}~ ~~,t.'-{fL''-'"
, Marg et S. Schiffers t
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