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PETITION H)I~ PRORATE and GRANT ()I< LETTERS
France" A. Shughart NO.':<( ~_9f>.:~.(L~.._.._.
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.~~-.=~~~:.~:._ __ .., nt'el'II\"rI. ~~,~,i;~~~r (~'r~ill~J~b~I~~::I1~__ in thc
Sn('/III S('('/Irity No. .... .J9_}:3~~~75Q......_. ('omlTtonwelllth of Pennsylvania
The relition of Ihe umkrsigned resrel'lfullv repreSl'nts Ihlll:
Your petltioner(s), who is/lI1'e 1M vears of age or older anlhe exeenl.Qr ....___.___..__.... named
In Ihe IlIst will of the ''.!'Qve dec('denl, daled .._May 21.-1979..'n--...u.---.... D... .n ,'1.9--
IInd codicil(s) dilled .,~&..u~_...A--. .tAll, ,..."'-~...J:~+-_._
=~~.:.;~Lq;,t:..~~:::-... ... ~:.:.~_.....=,^,~'__.o-~. ~.:=--=-=::::::
/slatl' fl'IC\'llllll'irl'lltll<'!lIf1l'l'S, ('.1\. Il'lHHH.'i:llinn, dcmh of l'\Crlllnr, ell:.)
Decendentwlls domiciled III death in .C.\IJ11per1a!l.'L... ...__._._ ____. ('ounty, pennsylvania\ with
h_._er..~llIst fllmily or pl"lncipiJl residence III ... _nZ.2...Ch.oat~_HJ!YL..c;ll..r.!i.,,-~A 170 3
___~.u..Il+1l'(JtILI,(TCU',)_ LtVJd.__ ......._... ..______..__._
(list ..tlel'l, lI11lllhl'r lInd flltllldpalily)
84 . October 10. 96
Deeendent, then ..._.. '_n years of age, died.. ._...__.n..___._.._._..__.___.., 19
lit _.__. nCar1islILHQ.sl1J.td. ..~llX1J~J!'.LJ'" ....._.......... ._...".._____..________.
E.,ecpt n' 1'011011"', deeedelll did 110tmnrry, wns not divorced und did not have II child born or adopted
after e,eeution of Ihe will liffered for plobntc; wus nOllhc victim of a kiiling und was never adjudicated
inCOlll pClt'lll: ~___.._.______._____. __..____~_.. _ _________.~___._.~.._.~__._~____ ____
Decemkul III denlh owned rropel'ly with estimated values liS follows:
(If domiciled in Pn.) All personal properly
(If nol domiciled in Pn.) I'e"onlll propeny In Pennsylvania
(If nOI domiciled ill I'n.) Personal propel'll' in County
Vlllue of renl eSliue in Pcnnsylvnnin
sillluti...d it!'. follows: .___ .__..____ '_.._.__._'___u________.___._~._______.
$2:? .000 .00
$
$
$
....-..--.----.-.. ~._.._~..~_.-._----..~.~._.._---_.._~-
WHERI:FORE, pelitioner(s) respectl't,ily requ\:.sl(,l the probate of the IlIsl will IInd eodlcll(s)
presellled l1erell'ill1 and the granl of lellcrs. ....._...T"E.'.t~~_~~ry _..._.__. .
, tIC"la"~l'fltary; adl11jtji~lli\tj(Jn \';",(.Il,; odminlstratlon d.h,n.c,l,a,)
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OATH 01<' I)ERSONAL REPRESENTATIVE
~:~~~~I(tN~:::AI;r~}I'~~"r~)I!';,~~S\'I:VAN~~.. J ti8
lht' JWliliol'll'rbl UhtIVl'.nilIHcd 'i\\L'.H('d or allil'lll(s) thai the stHlCIllCllts in thl' foregoing petition arc
lrw.,' ~lIId L'nnl'I,'1 III rill' hl.....l 1.11 (!it' ~1I(l" ledge and hl'liL'f of pc:titiollcr(s) and thai as personal represen-
lutivi.'(',) (II :/H' UIHl\I' dL'\.I'Ilt'nl PI'IIlIOIH.'I('-.) \~i11 \~l'Il and ~rulY lldlllinisll~ ~ ('stale according to law.
S'\OIIl 1(1 tl1 allllrlll'd 1I1ld ....Ilh....crlhl'd I ?1Io(hk.. of L4Hy~J....__.. ~
hel/Ht' !lI1' 1111.... 11 d.J~ oj ____ _..m_..___. ~
-O\;tnh""r 1'1 96 l ~
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No. 21-96::.llA..2...
Estate of
FRANCES A. SHUGHART
___.__._____. Deceased
DECREE m' PROBATE AND GRANT OF LETTERS
AND NOW _._.._._._~Q.GTO!,'\.I!J.B_l.~.... .....__.__ I tj)..J.._....., in con,iderlllion of Ihe petition on
the reverse side hereof, snlisfllclOry rroof hnving been presented before me,
IT IS DECREED Ihal the inslrumeni(s) daled._...~_.!1!l.Y...a.....lil.2...___.
described therein be udmilled to probate and filed of record as the IlIst will of
____.E.rAml-8 ,,-A..-Sh llgh art
and Letters ._-T.e..s.t&l1'l\AI1t~r~~__.
are hereby granted 10 .J1~rvi!! L. ShuJ;\hart
-.....-._----~~....-._---~..-'_._---
FEES
7YbrW ~,~~p,..pBCl.,,,i;.
----c:r--R'gl'lcrof will, r'h
Douglas, Douglag , Douglas
George F. Douglas. III, Esquire
...-6.l&.8b-.--
ATI'ORNEY (s..p. Ct. LD. No.)
27 W. H.igh St., Carlisle. PA 17013
Probate. Lellers, Etc. .........
Short CerllficBtes( 113. . . . .. . . . . .
Renunciation .........,......
x-pages
JCP
$,305.0.9_
$ 30.0CL.
$
$ 3.00
---- -'5701)
TOTAL __ $.1.4.3.:.0.0....
....... .Or.'l'QB~E. .18.,.1~9p.,....
ADDRESS
717 243 1790
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(OMMONWrAl1H Of "NNBYlYANIA (TO BE FILED IN DUPLICATE
DEPARTMENT Of REVENUE
OfPI 7",b01 WITH REGISTER OF WILLS)
J~ARR,~~~.l1,R,~. PA !~.~?8-1J60~..._ _,n_ I ' _ _
_._~- OECEDENT'S NAME liA~l, fiRst, AND MI(JD(f INifwl--~~~~"
$1\ 1.1(;, 11/\/(1 F,Q,AHlE~ f\
~OE!ALSfCURI1YNUM6fR'" ]DAH (,f m"'TlI [PfIIl (If 81RW
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[\?( 1 Origlnol Return I J 2, SupplemonlClI Relurn
r~1 4. limited eslel' ( ) 40, Fulurl'llnterell COinpromhe
Ilor dol.. 01 death oft.r 12.12.B21
~. Deceden! Died Testole [] 7. Decedent Maintained n living Trl)"
IAnech copy of WillI (Alloch copy of Trulll
ALL ClORR"'ONOINCI AJIlD CONflDINTIAl. TAX INPORMATION 5HOULD 8'1 DIRICTID TO.I
NAME . 't:u .--"" COMPLfTE MAILlNQ ADO E S
f~~tN:::"~iif:I_-':'GL",~,.UL_. . ~\~~L~E ,f-\~ G~1 ~~ 13
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1. Rool Estate (Schedule AJ
2. Slocks and Bonds (Schedule B)
3. Closely Held Stock/Porlnenhip InlereU (Schedule C)
.4. Morlgages and NOlos Receivable (Schedule OJ
5. Cash, Bank Depoil" & Ml,celloneous Penonol Properly
ISchedule EI
6. Jointly Owned Property (Schedule Fl
7. Trantle.. IScheclule 01 (Schedulel)
8. T010I Gross Aneh (lalalUnes 1.71
9. Funeral Expenses, Admlnl$trollvo CO$ls, Miscellaneous
hpenses ISchedule Hl
10. Debh, Morlgage liabilities, lie" ISchedulo I)
11. TOlol Deductions (',,'cIUnes Q & 10)
12, Nel Value of Ellote lllne 8 mlnusline 11)
13. Charitable and Governmental Bequ8sh (Schedule J)
14. Nel Value Sublect to ic:~~.! 12 mlnUl Une 13)
15. Spoulal Transferslfor dolos of death after 6.30.941
Setl Ins'ructlons for Applicable Percenlage on Reverse
Slda. {Include value I fram Schedule K or Schedule M,l
16. Amount af Une 14 taxable at 6% role
llnclude valuel from Schedule K or Schedule M.l
17, Amount of line 14 taxoble at 15% rote
(Include valuel !rom Schedule K or Schedule M,I
18, Prlnclpal tax due jAdd tax from Une$ 15, 16 and 17.)
19, (redih Spousal Poverty Credit Prior Payments
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FOR OATIS OF DEATH AFTER 12/31/91 CHiCK HIRE
IF A SPOUSAL ,
POVERTY CREDIT IS CLAIMED [ I
FILl NUMBER
.2 I 'i I.
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COUNIY CODE
YEAR
NUMBER
Of("f'[}ft:rr~ <:0Ml'im- AO'DRf'55-'-'--=~~':":':""':""':';'::;-;:;~---:""'':'':''"-
c"unr Ovt".'\ fJ;,f'(.2..r....AN b
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__ __m______..._....._.........__._.___~___._M'..____________.._...
rl3.
[] 5.
Remainder Return
(for datos of dealh prior 10 12.13.82)
Foderal e'lole Tax Relurn Required
_ a. Tolal Number of Sufe Deposit Boxes
.
(I).
12)._?~J., J.'1(. 33
( 3)_.. __.........
14) ._... c ...... .....__....__...
(5) .__.....r..,/.fd.,,_5..L._
161 -......-._-.....__.__.
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19)__.4 "3,Sao. '11.
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(131_~__..___ _"
1141 _..2J,,F, 2> ),1, '1 ~:
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116).),;l.. 5;" ,,1. ~ ' '/If
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. X ,06 It
1171
_.. X .15 III
IIBI
Discount
+ q1 ~. '!l(L
Interesl
'1...15'., DC)
1191
(201
20, II line 19 is great..r than line I B, enter the differonce on Une 20. This is the OVERPA YMENT.
liKI
C1H,tk 111'1(' if you tll(! fcquC'~llng 0 lof,lIntl of you I o,vClptiyml'lll '
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21. If Line 18 is greater thon Line 19, enhH the diffDfenc~ on Une 21 This is the TAX DUE.
A. Enler the interest on the bCllonco duo on Uno 21 A
B, Enter the 10101 of lino 21 ond 1.1A on lino 21B. Thi~ is !ho BALANCE DUE,
__~_ake Ch.c~.~~~~_I~ to: R!UII..r pf Willi, Agent
H__ .-.--.~_.~. 8E~URi-'C?~~S~~:AL~~u.~~!IOI!S oNj~\IE~~(~I~AN~TORiciiicK~ATH -C:. . ._
LJndflr p'/tnoltltu of pflrlury, I dedoto thot I hove e)(otnined this fehlfn, imludinu CHcompClnying Hhedules Cllld sta!emOllh, Clnd to the belt of my ~nowledgfl and belief,
it iltrue, correct Clnd complete. I declare thot Cllt 1001 es!nlo has hnOl1 !flpr)rlod o! truo mtltkel volut Doclwolioll of prflporer other lhan the pflr$Dflul reprflsenloliv& il
bOled 011 all informotian of whkh preparer hm ony knowledgfl
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COMMONWl!l\lTti 0' PI!NNSYlVA.NI~
INHUIT.4NCE TAX ReTURN
RUIDE':'" DECEDENT .. ._..
ISTAtl Of .
J_ _
PILI NUMifi
<2 \ 'I l,- <,!.( L
SCHEDULE B
STOCKS AND BONDS
. . -
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l: (\ 1\ ,.I C l. \
1\ )\\'.)(.I\~I'r
(All proporty lolntly.ownod with Rl,ht 0' Survlvo..hlp mUll bo dllclolod on Schodulo P.)
ITeM:T-
_~UM8+- DESCRIPTION
1.
DEAN WITTER REYNOLDS, INC..
10 UNIT CTF CORP. INSURED @980.850
II UNIT CTF CORP. LT. @902.710
15000COCACOLA@90.719 lAB. (/)"t~ 'I./s....."..n)
9000 GEORGIA PAC. CORP. @104.734 DEI!>. (bu"- (.-1-;' ::'oz~)
13000 AETNA SERVICES @94.047 1)"0" (i)u"- r'I~- ;>l/Oll)
15,000 FLA. POWER & LIGHT @92.016(\ ~f' I" " '<T"'A"'.)
3,000 GEORGIA PAC. CORP. @96.250DL ~. (()ul' '1.1' ~o n.)
10,000 FORD CAP. BV BE @ $116.766 [.>t 6. (roue. ~+ 2-010)
DEAN WlITER. LIQUID ASSET FUND AND U.S. GOVT FUND
EDWARD JONES, ACCOUNT # 377.036991-0
NOVA SCOTIA POWER DEBENTURE $5,000 @ /0 7. 7L~
w.n, NJ;:WBOLDS & SONS, ACCOUNT #A25.0019823.AI8.
GEORGIA PACIFIC. 13,O00@104.125
DUE 2022 @ 9 1/8%
PITTSBURGH & WEST VIRGINIA RR
2,000 @7
PP&L RESOURCES, INC., (HLDG) 450 @$22.50
NUVEEN MUNICIPAL VALUE FUND
1610 @ $9.625
GTE CORPORATION 600 (ii)$J9.75
GENERAL MOTORS [)ES DUE 4/15116@8 1/8%
VALue AT DATE
OF DeATH
$ 9,808,50
$ 9,929,81
$13,607.85
$ 9,426.06
$12,226,11
$13,802.40
.
$ 2,887.50
$11,676.60
$ 1,723.48
$ 5, ~8b.30
$13,536.25
$14,000,00
$10,125,00
$ t 5,496.25
$23,850.00
$ 9,987.50
______..__.__.___.~.!.~.l~~...!~.I.!'....~.!!."!..?" Rtcaet!!'~nL-__._ .L2:KL:i'i9 I, ~L
(If more 'pac. I. n..d.d" inl.rl additional."",, 0' .om. 1111,'
t/:/--/3 Lj - P
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
ci/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK OIVISION
DEPT. Z8060 1
HARRISBURG, PA 11128-0&01
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-31'91
SHUGHART
10-10-96
21 96-0842
CUM8ERLAND
101
GEORGE F DOUGLAS III
27 W HIGH ST
CARLISLE PA 17013
ESTATE OF
SHUGHART
TAX RETURII WAS I
) ACCEPTED AS FIl.ED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
--- ..
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. RaMI Estat. (Schedule A)
2. stockl and Bonde (Schedule 8)
3. Clos81y Held stock/Pa,..{:na,'ship Interest ISf:lhedul. C)
4. Hortgag../Nnt.. Receivable (Schedule 0>
s. Cash/Bamk napa-sHs/Misc. Persnnal Property (Soh.duh F.)
6. JolnHy Owned Property (Schedule Fl
7. Transfers (Sch~dul. G)
8. Total Assats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune,.al Expenses/AdM, Costs/Misc. Expenses (Schedule H)
10. O.bt./Hortg~gQ Liabilities/Liens (S~h.dul. 1)
11, lotal OaducUCin.
12. N.t Valu. of 'Tax R.turn
15, Ch.ritlbl./GoY.rn~ent.l B.qu.~ts (Schldull J)
14. Nat Valli' of E.t.t. Subject to Tex
If 8n .ssessment w.s issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
IS. A~ount of Line 14
16. A~ount of Lina 14
17. AMuunt of Lina 14
1&. Prln~lp.l TlX Due
NOTE:
at $pounl rate
texabla It linaal/Cllsl A rite
tlxabl. .t Coll.t.raI/CII.1 B rate
TAX CREDITS:
--
PAYHENT
OATE
""I2-3F9"6
03-06-97
RECEIPT
NUMBER
--"Ma502l'
AA185244
DISCOUNT (+)
INTEREST/PEN PAID (-)
976,05
.00
*'
U~'liol' U U, lU'''l
FRANCES
A
1............,~~,un~....cR;~.I,.~~.d~=~=3
DATE
A TT ACHED
03-31-97
MAKE CHECK PAYABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v: isi'-i" Elf - AFii -r 03~" 97 Y" Nori at" "OF" YN'ii Eiif;: A'N"C E" 'fAX "i\"PPRii f S EHEN'r; -A rrliwA'N'C E" iili""""" -.""""".." -""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRANCES A FILE NO. 21 96-0842 ~CN 101
( X) CHANGEO
SEE
NOTICE
NOTE I Tn Insure proper
tlrildH to )lour .ecoun'l,
sU~Mit tha upper portion
of this furM with your
.t.x paYMent.
381,160.90
43.8110 96
337.279.94
.00
337.219.94
14. lS and/or 16. 17 and 18 will
returns assessed to date.
.00
20,236,80
.00
20,236,80
------_..._..~_._._.- --.--
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_.,--'-"-'---~~'--'~-"--"-'-'--'''--~- .-.-.-----.--"-..-
11)
12)
(3)
14)
IS)
(&)
(7)
.00
28L391.ll.
.00
.00
99,769.57
. Oil..
.00
(8)
. IF PAlO AFTER OATE INDICATEO. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
43.880,96
IF TOTAL DUE IS LESS THAN n. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
.00
III )
(12)
(13)
(14)
(151
(1&)
(17)
.O~X.OO:
337 ,279.94 X .06:_
.00x,15:
(18)
AMOUNT PAID
18,545.00
717 . 00
RESERVATION, E".'" .1 d......n.. dyln. .n .r b.I.,. D....bar 12. "02 -- II .ny lu'u". tn..rU' In tho ...... 11 'r.,..lorr'"
1n pOI'I.,lon or .njoy.ent to Cia.. B (col1et,rel) blneflo!arl.. of the dlced.nt aftar thl 'Mplratlon of any ..t.t. for
Ilfa or for ylar., tha Co.~onw.ftlth hlreby IMPr...ly t...rvII tho right to eppry!.. and ...... tran,far Inherlt,no. Tlx"
at thl lawful Cia" 8 (tolletarall rQte on any ouch future Intar..t.
\,I,JRPOSE Of'
HOlICEI
To fulfill thl r~qulr.~.nt6 of Slot Ion 2140 of the Inheritance and E.teta Tex Act, Act 21 of 1995. (72 P,S,
Seotion 914U),
DetlftOh the top portion of this NoUel and Ilubnlt \ollth your pOYllllllnt to thl Reglshr of WHh prlnhd on thl rlvlr" d~.
~-l1ek' chIck or BOney order p8Yl!lbla to: REGISTER OF HILLtJ, AGENT
PAVHfHT I
RtFUHD (CR)1
.. r.fund of I taM tladlt, which waD not requested an th. TnK p.turn, May b. requ.,ted by to.pl.ting an "Applioatlon
for R.fund of PennSYlVania InhQrltaMe and E.tate 'fax" (REV"1313l. Appllcetlon! are (waHable at t~ Offlce
of the R.gister tlf WUh, any of the Z3 Revenue [lhtr1ct Office., or by cnlIlng the special Z4~hour
ansWllrlng .ervIc. nUlllb.n for forll' ordllrlnQI In P.nntlylvanla 1-800-:!6Z~lOSO, o\ltsllJe penll.ylVanla and
withIn laoal Harrlsbury arefl (717) 787"809~, TUO_ (717) 712-2252 (H..rlnG IMpaired Only).
Any party in lnterut not uthflod with the apPf'allAMent, Allowance or dhal10Wllnce of deduction., or .........,t
of tal< (including discount or interest) "'Ill .hown on thl. Hotlce lIlUllt obj.ct wHhln sbty (60) days of reoelpt of
thh NoUe. bYI
"-wrlttan protut to the PA Oep.artlllllnt of Re....onu., Boerd of Appuls, O.pL 281021, Harrhbur~, PA l7U8-l02l, OR
--al.ct',o1' to have the lIlattar dehlrlllneu lit tll.ldlt of thll l5eeount of thll p.rsonul r.pruantaUv., OR
'~epp.al to the orphon.' Court.
OIJECTIOHS I
AD"I"
ISTRATtYE
CORRECTIDHSl
Factual .rrors disco...."r.cl on thh l!IUUIMAnt should be addressed In writing tOI PA Oepi!lrtlulnt of R.VMU4I,
Bur'au of Indl....idunl 11.11(0s, AnN: POlt Auuu.nt ROlllew Unit, t"f1pt. 280601. Hl'lrrhbl,lrll, PA 17128-0601
phnf'. (117) 787-6{.05. See pllge S of thll booklet "In.truoUonll for Inhllrltance Tax Return fl)r a R.aldent
Decedent" (REII-150l) for ftO eKplanation of ndalnistratlllelY cOf'rectnblll error,.
If any tel( du. I, puid within tllr..e (!) call1ndnr Ilonths nU"r thll tllle.dllnt" dOf!lth, a fllllil percent (S:O dlscount of
the tax paid 1. allowed.
The lSA tax a_n.lt... non-participation penalty i. cOllPuted on the total of tho tax and intere.t .....sed, and not
pllld before January 18, \996, the first day after the end of thl tfllK aWl.lity plriod. TtllI nowparUcdp.tion
penalty is l!Ippealable in the sa.e ",annlr snd In the the ,ao. till. par lod as you would appeal the t.K and Il'lte,...t
that ha~ b.l~ B...ssed as lndlcated on thl~ notictl.
lnter.st is charg.d beginning wlth first dny of dollnqullney, or nine (9) Month' mnd onl (1) day fro~ the date of
daath, to the date of pay..nt. Tal<~~ ~hlch became delin~nt buforo JanUllry 1, 1982 bear Int.rl8t at the rat. of
Jlx ((.:0 percent per nnnuIII ulculated at III dnlly rAt. of ,000164. All till('" loIhich b.calllg dellnqulnt on Imd after
January 1,~98Z ",ill baar inter-est fit II r8ta which will "'flry frolll clllandal' y.ar to cale"dar Year wlth thllt rate
announc.d by the Pol Vnpart~ent of R......nua. The ap~11c",bl. Intar.Mt rateS for 19&2 through 1997 ar.l
'!!!.!: Intllr..t Rflta Dai1'i Interest Fllctor ~ Intarut Rllto !l!.!.~ Intgrut FlIletor
1982 20Y. .000548 1987 9% .000247
19U 16% .OU04:S8 1968-1991 11i': ,00(30)
19&4 11i': .0005111 1992 9i': ,000Z47
1985 ax .000556 1993~1994 n .000192
1986 10% .1.1007.14 ~99S~1991 9X .000247
--lnterut 11 calculatad .. followSI
INTtREBT . BALANCE OF ThX UNPAID X NUnDER OF nAYS DELINQUENT x DAILY INTEREST FACTOR
--Any Notice Inuan after thY taK b.co"u dellnquillnt will refllct fin loterut caloulaUon to flfhan (15) day'
beyond tho data of the a.......nt. If JHIYlllJnt 1. 111101 after the lnterast eOllf1utation dlt. .hl>>ln on the
NoUoe, additional 1ntarut lIust be caleulllhd.
DISCOUHt:
PENAL TV I
lNTEItESTI
r""
~ -,~~-'~"
~I I'" I" ii, I, ,I
,~~ ':\?f\
'-';,'-"
INHERITANCE TAX
EXPLANATION
OF CHANGES
.( (JMMUHWFAI111 01 I'I:rH,I:,'{1 VMHA
. IHPARTMHH Of IHVI/JUI
BUREAU Of INOIVIDUAlTAXFS
Dfrl 2H0601
liARRI5BLJRG. PA \/12[1.060\
[JFCrDrt~i'~~-i,iAMV-- ;.- -"..
. ~.
SCHEDULE
ITF.M
NO,
/\
I' '. I.. .\ \ \
I .I .ok \ (\
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\
TAX fXAMINfR
,I ' . I, (,!
eXPlANA TION OF CHANGeS
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IN THE COURT OF COMMON PLEAS OF CUMBBRLAND COUNTY, PENNA.
ORPHANS' COURT DIVISION
NO.2196-0H42
FIRST AND FINAL ACCOUNT OF MERVIN L. SHUGHART, EXECUTOR OF
THE ESTATE OF FRANCES A. SHUGHART, DECEASED, LATE OF SOUTH
MIDDLETON TOWNSHIP. CUMBERLAND COUNTY, PENNA,
DA 1'8 OF DEA 1'11: October 18, 1996 NO. 2196-0842
LETTERS GRANTED:Oclohcr 18, 1996
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS:
October 31, Novembcr 7 and 14, 1996
DEBITS
PRINCIPAL: REAL ESTATE
TOTAL PRINCIPAL: REAL ESTATE
None
None
~UNilPAL: PERS()NALTY
I.HARRIS SAVINGS HANK, LIQUID ASSET
MANAGER 112103005200 $51,970.10
2.HARRIS SAVINGS HANK. CHECKING
ACCOUNT 111700000202$ 7,006.14
3,DEAN WITTER REYNOLDS, INC.,I 0 UNIT CTF CORP. INSURED
@980,850 $ 9.808.50
II UNIT CTF CORP. LT. @902.710 $ 9,929.81
15000 COCA COLA @90.719 $13,607.85
9000 GEORGIA PAC. CORP. @I04.734 $ 9,426.06
13000 AETNA SERVICES @94,047 $12,226.11
15.000 FLA. POWER & LIGHT @92.0i6 $13,802.40
3,000 GEOROIA PAC, CORP. @96.250 $ 2,887.50
10,000 FORI) CAP. BV BE @ $116.766 $11,676,60
DEAN WITTER, LIQUID ASSET FUND AND U.S.
GOVT FUND $ 1,723.48
UEAN WI'n'EI{, TOTAL R.:CE1VEIl $87,561.73
7. EDWARD .J(}NI~S, ACCOllNT II 377-03699-1-0
NOVA SCOTIA POWER DEBI\NTlIRE
$5,()()() (a)107.726 $ S,386.3()
F.IlWARIl.IONI':S, TOTAL IlECF.IVIW $!I,!l64.17
8. w.n, NEWIIOLIlS & SONS, ACCOlINT #A25-00 19823-A 18-
GEORGIA PACIFIC - 13,000 (111104.125 $13,536.25
DU F 2022 (i11 9 1/8%
PITTSBURGH & WEST VIRGINIA Rll - 2,000 Vl17 $14,000.00
PP&L RESOURCES, INC.. (IIL1lG) 450 (111$22.50 $10.125.00
NUVEEN MUNICIPAL VALUE FUND-
1610 @ $9.625 $15.496.25
GTE CORPORATION 600 @$39.75 $23,850.00
GENERAL MOTORS DEB DUE
4/15/16 @8 1/8% $ 9,987.50
MUNICIPAL PREMIUM INCOME TRUST-
1600 @$9.25 $14.800.00
MUNICIPAL INCOME TRlJST.II(lO @$9J75 $10.312.50
GREATER ORLANDO AVIATION AUTII., DUE 10-1-2017
MUN. BOND 5.000 @$98.IO $ 4,905.00
SOUTHERN CAL. EDISON DUE 6,1-2024. DUE @ 8 7/8%
MUN.BOND $6,000 rjvlOO $ 6.000.00
w.n. NEWHOLD TOTAL RECEIVEIl $123,546.49
9, GTE, DRIP - 1,095.130 (1;1$39.75 $43,531.42
GTE, TOTAL RF.CEIVEI> 548,567.92
10. NlIVF.EN MIIN. VAL. FIINIl,IlRII'
2.532.239 (II) 9.625 $24.372.80
NIJVEEN TOTAL IlECEIVlm $23,963.10
II. CIJMBEllLANIl CROSSINGS, COTTAGE
REFUND $28,843.33
12. LONG TERM CARE SERVICES, INSURANCE PA YOUT $11,950.00
13. AGWAY,SALEOFSTOCK 106.90
TOTAL PRINCIPAL PEI~SONALTY:
INCOME REAL ESTATE
$3K9,OKO.88
NONE
~OME 1)llliSONALTY
I. DEAN WITTER, U.S, GOV, MONEY MARKET TUST 62.KO
2. GEN. MOTORS CORP, ACCOUNT 37L50, DIVIDEND 406.25
3. MPIT. DIVIDEND SO.OO
4. MIT, DIVIDEND 52.25
5. GTE, DIVIDEND 514.71
6. HARRIS. INTEREST EARNING ON ESTATE
REV 1500 ex+ 17-941
f-
><~.,
Illf><
:cog
(.)~~
"
(- .
')..>f \) Ie IvU'I'J'iI\ L_
/ 'J
I .;"
~:
( _.j
20. If Une lQ Is greater than line 18, enter Ihe difference on Un. 20, This Is the OVERPAYMENT.
IICI
21. If line 18 Is greater than Un. 19, enler Ihe dlffer.nN on line 21, Thllll the TAX DUE.
A. Ent.r Ih.lnlerell on Ih" bolance duo (III Une 21A.
O. Ent.r th. tala I of Un. 21 and 21A on line 218. Thil il tho BALANCE DUE.
_._._.~._.~ah _~h.clc '.!yabl. to: R.,I,'er of..~~~.!!..Ag!.~~_._..__.._~__..____.______
" ~
"".9.:-'~:91\
'04}.VQR
......
~i!i
",0
",'"'
uf
'"'
o
~
~
III
'"
1. Renl E,tal. ISchedule AI
2. Slacks and 8ands (Schedul. 8)
3. Clollly Held Slack/Partnership lnterelt (Schedule q
.4. Mortgages and Notel Recel...able lSchedule Dl
5. Cash, Bank Oepolill & Miscellaneous Personal Properly
ISchedule E)
6. Jointly Owned Prop.rty (Schedule Fl
7. Tra"le" (Schedule GllSchedute LI
8. Total Grall An'lI (Ialcllln.. 1.7)
9. Fun.ral hp.nstl, Admlnlstrall....e COII" Mlscellnneoul
Expe"e, ISchedule HI
10. Deb", Mortgage lIobllitle., Lie" (Schedul. I)
11. T 0101 Dedu<tlo" 110101 Line. 9 & 10)
12. Net Volue of Eliot. 11Ine e minulllntl 11)
13. Charltabl. and Go....rnm.ntal 8equellt. (Sc~edule Jl
14. Nel Valu. Subl'ct to Tax (Lint 12 rolnu. line 131
15. Spou.al Trans'e" Ifor dot.. of death ak.. 6.30.941
See lnllructlona for Af,pllcable P,rcen1og' on Revene
Sid.. (Include yatu.. rom Schedul. K or Schedule M.)
16. Amol.lnl of LIne 14 taxabl. at 6% rate
jlndud. ....alu.. hom Sch.dul. K or Schedule M.l
17. Amount of Un. 1.4 taxable at 15% rat.
lIndud. ....alu... from Sch.dule K or Schedul. M.l
18. Prlnclpal.ax du'IAdd tax froro L1n.. 15, 16 and 17.)
19. Credih Sp('Iusal rl.werly Cr.dlt Prior Payments
_______,~_._.._.__m_n._ +
I FOR OATIS O' DIATH AmR 12/31/91 CHICK HUI
IF A SPOUSAL
POVIRn' CRIDIT IS CLAIMID U
FILE NUMBER
2(Ci (p. OY'l-2.H
YEAR
NUMB,R
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTN Of PINNSY('AN'^ (TO BE FILED IN DUPLICATE
DEPARTMENT Of REVENUE
HARRI,~J:b. ~~on:28060' WITH REGISTER OF WILLS) COUNTY COO,
DfCEOEN!:. -NAMf--[l-;'it: flItS""AND MIDIHI: INlfIA..II.. . .. _ -_."-i\--~----- ]OEClDfNTStOMPlfTE ADDRESS
... _...~J\ u .~I:LI:\t~LJrI~,cl N( c" I
ffi SQ(tAl SECURITY NUMBER DATE Of DfATH DATf Of I'oIRHI
...._..; _._ ,,,.t::~I':~~N~;'::'~~"'i'."""'N,g~"~N,,i.~. I (It'~IA' "CU"IY NUMB" ''"'''[ 'M:l'N~:,~:~,?~{,J~~:,~~- . ~H.....~-~
Ll 1. Original Roturn \(./1' 2, Supplemenlal Relurn [ 13. Remainder Relurn
/"'" Ifor dot.. a' dealh prior 10 12.13.82)
["'] 4. limited Eltate r I 40. fulure Inlore,' CompromlJ" [01 5. Fed.ral Eslale TaK Relurn Required
liar dato, a' death oher 12.12.82)
LJ 6. Deced41nt Died leltale [J 7. OAeedont MainlaiORd a li....ing TrUll
(A"ach copy 0' Will) IAllach copy 01 Tru'l)
_ ~ ....J!IN'IiALtAx'N~~p~~AI~~~~~:!\r,Mt\~\'I~~
f .L_".'J"-'..<fl..\.ill____ ..... ;.)1 W. \ J h Sr.
_.n.._. ___7_t....2-1,=J;~~~--.~~::L~'L()c=o==c=~~~=.~=c=cS-~ dlS Ie' '. p,,, I 110 I ~
z
!
~
.
8
l;l
...
__ 8. TOlal Number 01 Safe DepaJU 80Kel
(I)
(2) .?I,_.7..!.t.<:LCJ_~._.
(3 ) .._._.___.___.._._..
(4 )._.. ._____..._.__..m
(5) ..........._......_......__.
16) .______.____
17 ) __...__~_______.
( 8) _~J...2!..:'L.:'_~_____
19) .____..___
(10) __
(II)
(121
(131
(141 :z. I 1 '" (1 ' 00
(15) ,_
217~Jj'
(16) ._::..L...L-.J._ _____"
)(._-
.06.
I 30 S.'. 0 (J
(17) .
.__.________.." .15 .
(181
Oilcounl
+-"~.-.-.~--
lnl.rll'
(19)
(20)
(IH'ck hi'" II Yla 011 11'(jul...llng {I II.fund of YOUI OV(''f}(IynH..nl
(211 ____.__
121AI __......._...___..._
(2181 ._..l.J_c'-:L~.<:'.__..__
Und.r p.naltlln of p'Itrjury, I d.dar" thai I hO"'fllKomined Ihls""'raturn, including accompany'ing IChedulol and Itat.menh, and 10 th. bill of my knowl.dg. and bell.f,
It lllru., correct and lomplel.. I r1.darlt thai all roal ellate hal bun reported ClllrUll markel ...alue, Decimation of pre parer olhflr than th. penonal "por.llnlatl.... II
baDed on all informollon of which pr'parer hen nny knowledge,
:::::~:::: ::: 'oPONSl81;:;,i:~~ ~.~U~M1~PUG~A~-&~~~~~A~m :d/;lLL----
. CARLISLE, r.A.170~3
.j G'
/.J /3', "
BUREAU OF INOIVIDUAL TA~fS
l"'tlf.RITAHC~: TAli DIVISION
!lEPT, 280601
HARRISBURG, fl" 11128'.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TA~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT Of TAM
GEORGE F DOUGLAS
27 W HIGH ST
CARLISLE
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
III
PA 17013
f
06-23-97
SHUGHART
10-10-96
21 96-0842
CUMBERLAND
101
AMount Re"itt.d
~ /
C.
*
lu..a,' UA" rll"1I
FRANCES
A
l
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 ....
REV: iS4"f" EX-Ai: p - l' 03:97 yo iiiiYi BE".o F -YNHEiiif ANtE - YA X - ';iP' PRA- i 5 EiiENr,- -A i.l."owANcE - ifFi' -- - - -- - u - -.. - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESStlENT OF TAX
ESTATE OF SHUGHART FRANCES A FILE NO. 21 96-08{,2 ACN 101 DATE 06-23-97
If an a.....m.nt was i..u.d pr.viou.ly, lin.. 14. 15 and/or 16. 17 and 18 will
rRfl.c.t figurn that includ. the total of ill return. a......d to datu.
ASSESSMENT OF TAXI
IS, '-lItCIunt of L 1n. 14
16. Allount of lin. 14
17. AMOunt of Line 14
18. Principal T.x Du.
TAM RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APFRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. R..l Est.t. (Schedule ^ I (1)
2. Stoflkl In-tI Bond. (Sch.dul. B) (2)
5. tIo..ly Held Stock/Partn.rship Inhr..t (Schedule C) (;5)
'1. "odg_g../Not.. R.c.tv.bl. (Sch.dul. OJ (4)
S. Cun/Bank n.posih/Hhc. Parlonel Property (Sch.dul. El (5)__
6. Jointly awned Property (Schedul. f) (6)
7. Trarllfera (Sch.dul. GJ (7)
8. Tohl A.aet.
APPROVED DEDUCTIONS AND EX!MPTIONSI
9. fun.ral Expens../Adlft. Co.sh/H:1sc. EJ<pen... (Schedule Hl
10. D.bt./Hortgage Li.bi11tie./li.ns (Schedule Il
11. Tot.l Deduction.
12. N.t Value of Tax Raturn
13. Charitabla/Govern.ant.1 Bequ.st, (Schedule J)
14. Nat Value of E.t.ta Subj.ct tu Tax
(91_
(101
NOTEI
.t Spou.al
taxabla at
texabl. .t
rat.
lin..I/CI... A rat.
Coll.taraI/CI... 8 r.t.
115)
1161
117)
TAX CREDITS I
PAYMENT
DATE
12-31-96-
03-06-97
05-05-97
RECEIPT
NUMBER
--~Ar8502T-
AA185244
AA211257
DISCOUNT (+ 1
INTEREST/PEN PAID (-)
976,05
,00
,00
CHANGED
.00
21,749.00
.00
.00
.00
.00
.00
(B)
,00
.....Q..Q.
(11)
(12)
(13)
11~)
00 M .PO,
359,028.94 M .06,
.00M.15,
11ft)
AMOUNT PAID
---18,545.00
717.00
1,305.00
NOTE I To insure prop.r
cr.dlt to your accn~t,
subait the upper portion
of th1. for~ with your
tax pay...nt.
21,749.00
.Il.lL
21,749.00
.00
359,028,94
.00
21,541.80
.00
21, 541. 80
- -TOTAL~_!AX C'!.EiiI~T .' 21,543.05'
BALANCE OF TAX DUE 1.25CR
... ._-
INTEREST AND PEN. .00
__~TAL..!~~.__.. I . 2.~CR_
If TOTAL DUE IS LESS THAN II, NO PAYMENT IS REQUIREO.
If TOTAL DUE n REFLECTED AS A "CREDIT" (CR I, YOU MAY .E DUE
A REFUNO. SEE RE~ERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
. If PAI~ AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION UF ADDITIONAL INTEREST.
00
'1 if,'
'0
-,J
-n
'TJ <>:,;
~.;.
-
\-0
:;~
;---,
ex;
R€SERVATIOHI Elt.t,. of deoldlnt, dYing on ~r b.for. u.cIMber 12, 1912 ~- If any future Inter..t In the ..tate 1. tr*".f.rrtd
In Po....,lonor enjoy..nt to CII.' 8 (col1,t.ral) bln,flcl.rt_, of the dtoedent .ft.r the IMplratlon of any ..t.t. for
I1f. or for y,.rR, the C~onw..lth h.r.bv IKPr...ly r...rv., t~ right to eppr.l.. and ...... tran,f.r InheritancI TftKI.
It the lawful ct." B (coll,t'r.l) r.to on _ny lueh future lnt.r..t.
PURPOSE OF
NOTICE I To fulft!l the rlqulr...nt. of Sletlen 21~O of the Inh.ritance and Elt,t. Tax Aot, Aot 21 o~ 1995. (12 P.S.
Seotion 91401.
PAVHENT, Deteoh tn. top portion of th18 Notlol and lub.lt wIth your pav.-nt to the Rlai,t,r of Will. printed on thl r.~.r.. ,idl.
--Hakl cMok or lIonlY orelar payable tOI REGISTER OF HILLS, AGENT
kEFUHD (CRh A r.fund of . tax cr'udH, which w.. not r.quut.d on tha Tal< Rlturn, aay be reque.t.d by cOllPlating an "Application
for R.fl~ of Penn.yivanl. InheritsncI and E~t.t. Ta~" (REV.13l3), Application. are avallabl. at thl Offlo.
of thl Regllt.r of WHI., any of the 23 R.v.nu. Dittrlot OffIOI., Dr by caUlng the sp~ial 24.hour
anlwaring .arvJo. nu~.r' for for.. orderlngl In Penn,vlvanla 1-800-362-2050, out.ld. P.nn,ylvanla and
within looal Harrisburg ar.a (717) 787-8094, TDDI (717) 772-2252 (H.arlng I~.lr.d Only).
oeJECTIONS, Any party In Intar..t not satlsflld wJth the appral...ent, 811~enc. or disallowance of d.ductlons, or .s....-.nt
of tax (Including dllcount Dr Int.rest) as .hown on tht. Notle. .ust obj.ot within .I~ty (60J day. of r.celpt of
this Notlol by,
"written protut to the PI. O.partll.nt of Rflvenu., Board of Appe.lI, O~t. 2111021, Harrisburg, PA 17128-1021, OR
--.I.ctIGn to have thl ..ttor d.tlr.ln.d at audit of the account of the p.r.onat rlprl.ent.tlva, OR
--appaal to the Orphan.' Court,
ADMIN
ISTAATIIIE
CORRECTIONS,
Factu.1 .rrors dl.cover.d on thl. ........nt should be .ddr....d In wrltinu tOI PA Olpart.lnt of Rlvlnu.,
luro8U of Individual Ta~os. ATTNl po.t A.......nt R.vlew Unit, O.pt, 280601, Harrl.burg, PA 17128-0601
Phont (JI]) 787-6505. SI. page S of the bookl.t "Instruction. for Inheritanc. Ta~ R.turn for a R..idlnt
Oecl\Jent" (REY-IS0l) for an lIKplanatlon of adtlllnhtratl\l'ly corrMltabl. errors.
DISCOUNT I
If en~ tax duG J. paid within three (3) oalender Month. aft.r thl d.c.a.nt'. da.th, a fivo par cent (S%) dJ.count of
the ta~ paid Is allowed.
PENAL TV,
T~ 1~~ tax aan..tv nan-participation penalty 1. cOMputed on the total of the ta~ and lnt.r..t a.....Id, Ind not
paid baforl JllnUarv III, 1996, tnll first day aUar the .nd of the ta~ lMlnI.ty Plrlod. Thh non-participation
p.n.lty I. bPPoalabla In the la.. mann.r and In the the .... tl.. p.rlod a. YOU would app.al the t.~ and Int.r..t
th.t hili. bien ......Id a. Indicated on thit notlo..
INTEREST,
In~8re.t 1. charg.d beulnning with fir.t dl~ of dall~cy, or nlnl (9) .unth. and on. (1) day fro. thl data of
a.ath, to the d.t. of pav.~t, T.~.. whloh bao... delinquent b.for. January 1, 1912 bear Int.r..t at thw r.t. of
"Ix (6):) plrfl."t p.r annUM calcul.t.ld lit a dally rat. of .000161t. All tax.. which b.c.... deilllqu.nt on end aft.r
January 1, 19&2 will b..r Int.r..t at a rat. which will very fro. cII.ndar v.ar to cal.nd.r y..r with that r.t.
announc.d by the PA nepart.ent of R.y.nue. Tha appllcabla Int.r..t rat.. for 1912 through 1997 ar.'
'l.!!t Intlr..t Rate Oallll Inter..t Factor :!!!! lnt.r..t Rat. Dally Inter..t Factor
1982 (0)( .00051t1 19117 '" .000247
1913 16)( .000458 191h-1991 11% .00OSOI
1984 11)( .000301 1992 'X ,000247
1915 UX ,000356 19'15-1994 7% .000192
1916 10% ,000274 1995-1"'1 'X ,000247
-~Int'r..t I. clhulat.d at follow"
INTEREIT . BALANCE OF TAX UNPAID X NUHBER OF DAVI DELINQUENT X DAILV INTEREST FACTOR
--Anv ~tjol I..u.d aftar the ta~ b.c~. dlllnqu.nt will r.flact an Int.r..t caloulatlon to flft.an (IS) da~s
bay(tMd thl data of th_ u......nt. If pl"..nt II ..de nUtlr the inter..t cOllpUtatJon data .hown an thl
Notlc., additional inter..t lIU.t ba c.lcullo;;lcI,
;
.\
,.
-.........--.........."."..-..
STATUS REPORT UNDER RULE 6.12
---------------..-
-- A S' tlV '\ ~a. r- r
Name of Decedent: h~c1M c. e )
.
10 /, g / tl_____
Date of Death:
( ,
Will No, Admin. No._-.l1"j~ - 6~f+2-
_.._~---
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the abov~-captioned estate:
1.
State ~ether administration of the estate is complete:
Yes.....'L.... No
2. If the answer is No. st.ate when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No, I is Yes I state the following I
a. Did t.he pers9na 1 representative U Ie a f lnal
account with the Court? Yes._~. No___n. t7~ 'f(l-<. /17
b. The sepal'ate Ol'phans' C"urt No. (if any) for.
the personal representative's account is:
c, Did 1.he personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of t.he Orphans' Court. and may be attached to this report.
Date:_ 4/EA/...Q .. ~ P. ~'!5
~ Signat..ure
Cif? vC' LU-
Name (PIe se type or print)
.2] ~v '-~: )/ , C!~ile lA I7rJ t)
Address
lJi]12.Y..~__ll C( tJ
Tel. No.
. ,
Capacity: __Personal Representative
~ Counsel for personal
lCepresent.ative
(HAH:rmtlAM3)