HomeMy WebLinkAbout96-00993
PETITION .'OR PIWUA TE und GRANT OF LETTERS
,-,(1- q~ -Q3.-=>,
BII1Ir "I EDNA G. SHEAFFER
also know/! I1J
No.
To:
Regbler of Will, for Ihe
. D....el1,\I'ti. CouOlY of Cumbcrland in Ihe
Sodol Sm",'>, No. 182 26 3413- Conllllonweallh of Pennsylvania
The pelilion of Ihe undersigned respeclfully represellls Ihm:
Your pelilioner(s), who is/arc IK yems of age or older an Ihe exeeu~lr
in Ihe lasl will of Ihe "bove decedcnl. d"led SCI)I. II
and codicil(s) dalcd "pr 11 16, 1980
named
, t 9.2..!.-
R"lph J. Shcllffer dicd AU~lI"r l~. 191111
(\liltc: rclc\'anl CUCIlIl1\lam:C'l. e.g. renunciation. death or e'(ccUlor, eIC.)
Occendcnl was domiciled al dcalh in Cumberland
\1 ~r last family or principal rcsidcncc al North Hanover
---RgrouQh of Carlisle
CouOlY. Pennsylvania, with
SI., Carlisle, PA 17013
(Iht \trt:cl, numher and mum:ipalil)')
Occcudenl.lhen 91 years of age, died November III ,19 96
:It 801 N. l{ano~er St.. C:lrli~le. Curnhprl:lnrl County. PA
Exccp: as follows, deccdcOl did not marry, was nOI divorccd and did not have a child born or adopted
after c,;ecUlion of the will offcrcd for probalc: was nOlthc viclim of a killing and was never adjudicated
incompelrnt:
Oecendcnt al dealh owned properlY with estimalcd values as follows:
(If domicilcd in Pa.) All pcrsonal propcrty
(If nol domiciled in Pa.) Pcrsonal propcrty in Pcnnsylvania
(If not domiciled in Pa.) Pcrsonal property in CouOlY
Valuc of real cstate in Pcnnsylvania
siluatcd as follows:
390.000.00
s
s
s
s
WHEREFORE. petitioncr(s) rcspectfully requcsUs) Ihe probatc of thc last will and codicil(s)
prcscOlcd hcrcwilh and thc graOl of ICllers tP"tamentnry
tIC\lamCnlar)'; administration c.I,a.; administration d.b.n.c.l.a.)
theron.
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Jane F. Bur e, Senior VP & Trust Officer
Financial Trust Services Company
Successor to Farmers Trust Company
nnp WP~~ High ~~rpP~
C'rli"]~. PA 17011
717-240-4504
-.---..--.."
...-.----
OATH OF PERSONAL REPRESENTATIVE
COMMOJIIWE,\LTH 0... t'E~~NSYLVANIA } ss
COUNTY 0... CU'MECRI.ANil
Thc petiti<>ncr(s) abovc,named swcurls) or aflirm(s) Ihatthe statemcnts in the forcgoing petition are
true and corroct 10 Ihe bC'1 of Ihc knowlcdge and belicf of petilioncr(s) and lhat as personal represen-
talivc(s) of the abo\'e decedcnt peliticner(s) will well and truly administer the estate according to taw.
f\ 1\, I
Sworn 10 or affirmed and subscribed { >\..Vt\l':) I~)u:;!:,. ~
before me this 27th day of Jan~' F. Burke. Senior VP & TO ~
"nt~~~~~ 19J1Ji- Iindncial Trllst Services Comp'~nv,!!.
':Inn '"6 e " . . Successor to Farmcrs Trust Co. ~
o I)B ) . \ RC)iislef C,rll"le. PA l7013 :e:
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LAS'!' \HLL /lllD '!'I';YI'Afl.Et:'l' OF i.;DNA G. SIlEiH'!o'i~H
I, Edna G. Sheaffer, of H. D. 2, C31'liolo, Cumberland County,
Pennoylvania, declaro this instrument to bo my r~ot Will And
Testament, in nnnnor and form following:
1. I horeby expressly revoke all wills and oodicils hereto-
fore made by me.
2. I hereby direct my Executor to pay all my just debts,
funeral and administrative oxpensos out of my estate as soon as
practicable after my death.
3. I devise and bequeath the balanco of my estate of every
nature and wherever situate to my husband, Ralph J. Sheaffer,
providing he shall survive me for thirty days.
4. Should my husband predecease me or die on or before the
thirtieth day following my death, I devise and bequeath the bal-
ance of my estate of every naturo and wherever situate as follows:
a. I devise and bequeath one-third thereof to my sister-
in-law, Anna S. Fulton; or if she is then deceased, to her issue,
per stirpes.
b. I devise and bequeath one-third thereof to my sister,
}mbel G. Yarlett; or if she is then deceased, to my sister, J~ry
G. Morrison; or if my sister }mry G. Morrison is also then dec-
eased, to the issue, per stirpes, of my sister, }mry G. Horrison.
c. I devise and bequeath one-third thel'eof to my sister,
Mary G. Morrison; or if she is then deceased, to her issue, per
stirpes.
5. I appoint Farmers '!'rust Company, Cal'lisle, Pennsylvania,
guardian of any property which pa~scs to a minor and with respect
to which I um authori~ed to appoint a r,uurdian and have not other-
wise specifically done so. Such guardian shall have the power in
its discretion to use principal as well as incomo from time to
time for the minor's education, support, and welfare.
6. I nominate and appoint my husband, Ralph J. Sheaffer, as
.
21-%-'l'l1
REGISTER OF WILLS OF CUNIlEIU.ANIl COUNTY
OATH OF SUBSCRIBING WITNESS
"
/',
~cCOrding to
present and saw
, codicil
(each) a subscribing 'Witltess 10 the will presented herewith, (each) being duly q
law, deposc{s) and say(s) !It
the test3'
request or tesla' in h
other subscribing witness(es)).
signed as a wilness at the
e or eaeh other) (in the presence or the
Sworn to or affirmed and subscribed berore
/
me this daYAlt
19:"""-
(Name)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUNBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
David C. Gority and Chet J. Runkle
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
thev are ramiliar with the signature or Edna G, Sheaffer
llO'dlllltl<
will
testa' r ix
presented herewith and
codicil
believes the signature on the will is in the handwriting or
or (OIne{)ofxl(ltlltxrubsllri~x>Wi~xfOl) the
that
thev
Edna G. Sheaffer
to the best or --!Jl~.l!-_ k:rowledge and belier.
,~/t(I( (:.~.~l,.-
David C, Gorit (No e)
Finaacial Trust Services Co" Carlisle, PA 17013
Sworn to or affirmed and suuscribed berore
me this 27 r.!l ,.. day or
llov':!mber 19..2i-
~L 'i',..,;" _
B-- ~ B. ~,Ll'''\\ Register
MI 1/;1'1/ (Address)
, Yl '.'-1 v'-.
Chet J.I Runkle (Name)
Financial Trust Services Co., Carlisle. PA 17013
(Address)
I /,
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CL
,"
21-96-993
REGISTER 01' WILLS OF COUNTY
OATH 01' SUBSCRIBING WITNESS
/
codicil
(each) a subscribing '~ss to lhc will prescntcd hercwilh, (cach) bein
law, dcpose(s) and say(s) Illa
Iy qualified according to
present and saw
the testa' , sign the same an
request of tcsta' in II
other subscribing witness(es)).
signed as a witness at the
resence of each other) (in lhe presence of the
Sworn to or affirmed and subscribcd befo
me lhis of
9_
(Name)
Register
(Name)
(A ddress)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
David C, Gority and Chet J. Runkle
(each) a subscriber hereto, (each) being duly qualified according to law, deposc(s) and say(s) that
they are familiar wilh the signature of Edna G. Sheaffer
codicil
testa! rix of (IIKo(Xl:lftl\l1lXXll.C(ltSeI@~~XX(j) the ~ presented herewith and
codicil
that they bclieves the signature on the ll!I.iJI is in the handwriting of
Edna G.
to the best of
Sheaffer
their __ knowlcdge and belief.
Co" Carlisle, PA 17013
Register
};'
-7
!4(ud C-
Dav d C, Gority .., ,I
..arne,
Financial Trust Services
J1f /!dI!AAddress)
Chet J. Runkle (Name)
Financial Trust Services
Co.. Carlisle, PA 17013
Sworn to 0' affirmed ar.d subscribed before
me this 27th day of
__.lIove'2er 19-9..6-
~ c.,. \>-.,
~_ PI'> \-Cf~~
(Address)
December 19. 1996
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(n)
Name of Decedent: Edna G. Sheaffer
Date of Death: November Ill, 1996
Will Number: 2196-0993
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above captioned estate on December
19, 1996:
Anna S. Fulton
825 North College Street
Carlisle, PA 17013
Mary G. Morrison
246 North Locust Point Road
Mechanicsburg, PA 17055
Middlesex United Methodist Church
118 North Middlesex Road
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: December 19, 1996
Signature:
[u\L " WL~
Jarl F. Burke, Senior Vice President
and Trust Officer
Financial Trust Services Company
P. O. Box 220
Carlisle, PA 17013
(717) 243.3212
Capacity:
Personal Representative
cc: Martson, Deardorff, Williams & Otto
-;
I r r,.'
_J 1'.1 IOllO^T1nOf mA1IlAlaltt:l',3110tCll[CIC
tUII!" II ^ liflmmAI ~
INHERITANCE TAX RETURN ,"OVI'IIYUII Oil!!.<.l""'''> L J '---
<""......AtlO".. """"'VA"" RESIDENT DECEDENT FILE NUMUEn
..p"'~~.~r,c:"::;,,..t< (TO BE FILED IN DUPLICATE 21900993
I<..m.lA'OI"""",,",' WitH THE REGISTER OF WILLS). <:<"""H'"" "'" """'''"
O[CHltNI is hAU[ ILA:'" f If1sr. "".0 MinOt r IlllllAtl ' III ct III 'II 'i CO"'I'll Tl A()[lIl1!iS
Sheaffer, Edna G. 001 North Hanover SI.
SQCtAllrCumlYNUl,ln[1l [lAlI ()I D1Atll OA'1 (Jf lIIHII. Corlislo PA 17013
102-26-3413 11/16/90 12/09/02 i c.'",, Cumberland
SURVIVING SPOUSES NAJJI:.'- """lICAllll) i !iOCIAl 51 Cl/IlIh' twt.tnln ! Al"lflUtt1111 CIIVIII151 I: INSfflUCflONSI
0,00
Ix]
LJ
[x)
3. Remainder R.tur"
(for dill" prior to t 2 -12 - 82)
4ft Fulurelntofell Compromiu S. Federal Ellal. Ta.
(lor dalll 01 death after' 2 - 12- 82) Retu,n Required
G. Decedent died Tlllate 7. a,c.d.nt Maintained II Uvino TrUll 0 e Tolal number of s.r. Depollt
(Anach co~y~ WillL_.____. ____(~lta"~~_~opy~~t!~_~9..^__ ~ ._~_o~!!.__.____
ALL CORRESPONOENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO :
..--------- --.-. - -~.--lcolJlut(~A,UN-O-AOOfl[55-~ .. ---.--- ---- -,-.- -.-- ---~-
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P,O, Box 220
One West High SI.
Carlisle, PA 17013
None
---~----
--------~-
1. Original Relurn
2 Supplemental Relurn
4 Umiled Estate
"AM'
___ __J:inanili.aITrust Services Co.
tELEPHONE NUMBER
(717)240-4504
-_.---- --.---------
~-_.._.._--~------ ,---------.
1. Real EII.le (Schedule A) (11
2. Slocks and Bondi (Schedule B) (2)
3. Closely Held Slock/Partnership Inlerest (Schedule C) (3)
4. Mortgages and Noles Receiv.ble (Schedule D) (4)
5. Cash, Bank Deposits & Milcellaneous Perlonal Property (5)
(Schodul. E)
8. Jointly Owned Property (Schedule F)
7. nanllers (Schedule GI(Schedule l)
D. Total Groll Assets (Iotalline, 1 -7)
V. Funera' Expenses, Administrative Cosls, Miscellaneous (V)
Expenles (Schedule H)
10. Oebts Mortgage Uabih1ies, Uens (Schedule II
11. Total Deductions (Iolallinll V & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject 10 Tax (line 12 minus line 13)
355,591.33
None
None
45,727.76
(0)
(7)
None
-..-----.-.-..------
None
m_.________.O.
(0)
401.~19.11
110)
29,?23 08
3,411.54
(II)
(12)
(13)
(14)
32,634.62
366,684.49
2,500.00
__ __ 366.1 64.49
15. Spousal Transler (for dales after e-30-V4)
See Instructions for Applicable Percent on Reverse
Side. (Include values from Schedule K or Schedule M.)
18. Amounl olllne 14 taxable a G% rate
(Include values from Schedule K or Schedule M)
17. Amount of line 14 taxable at 15 % rate
(Include values from Schedule K or Schedule M)
18. Principal lax due (Add tax from line 15. 18 and from line 17)
1V. Credits Spousal Poverty Credit Prior Payments Dlscounl
0.00 + 0,00 + 0.00
(15)
0.00
x 0.00 ==
X .08 =
X .15 a
(10)
('91
120)
0.00
0,00
(10) __ _____ _________!l.OO
117)
366,16449.
._ u_____~927.67
______5~.927.!1L
Interest
0.00
0,00
20. II line 1V Is grealer than line 18. enter the difference on hne 20. ThIs lithe OVERPAYMENT
ilL]
21.lIllne 18 Is greater than line 'V. enter the difference on line 21. This Is the TAX DUE.
A. Enter (he Inter ell on the balance due on line 21 A.
B. enter the total oflln. 21 and 21A on line 21B. This is the BALANCE DUE.
___ ~_~~e ~S~e.:~.oPa~~~~!_ ~~~,~~~~I_~~ ~~~~~'_~.~_~~~__.___~____ __.________
BE SURE TO ANSWER ALL OUESTIONS ON REVERSE SlOE AND TO RECHECK MATH
Under penallles ot perjury, I declare th.tn;rn-ex.minecrih1s,"eturn.lnCiU-dfngaccompinYlngschedut"-;':n(rSlatements~ and tothe best of my knoWledge and beUef,-
It II true. correct and complele.1 declare that all real eslale has been reported al true market value. Declaration of preparer other than personal representative II
based on alllnform.tlon of whlc~ p~pa,'-~_r_~~~a~y.~nQ!wt!,~ge:
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Financial TrusIServic~s_C;~, ._~\~~j ~ll\.~J. i'li lieu,
SIGNATURE OF PREPARER OTHER THAN~EPRESENTATIVE ADDRESS
Check hele If au arc ,equesllng n refund 01 your overpa ment
(2)1
121A)
(21BI
_5~,927.67
0,00
u 54 927:67-
___ _~.l.______
.-------------
---------~
Dale
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Act #48 of 1994 provides for the reducllon of the tax rates Imposed on the net value of transfers to or for
the use of the spouse. The rates prescribed by the statute will be:
3% (.03) will be applicable for the estates of decedent's dying on or oller 7/1/94 and before 1/1/96
2% (.02) will be applicable for the estates of decedent's dying on or after 1/1/96 and before 111197
1% (.01) will be applicable for the estates of decedent's dying on or aller 1/1/97 and before 1/1/98
Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (X) IN THE IN THE APPROPRITATE BLOCKS.
YES NO
1. Old decedent make a transfer and:
a. retain the use or Income of the property transferred,..........................................,.......................... X
b. retain the right to designate who shall use the property transferred or Its Income,...................... X
c. retain a reversionary Interest or ...................................................................................................... X
d. receive the promise for life of either payments, benellls or care? ................................................. X
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration ? ..,...........................................,....................,....... X
3. Old decedent own an 'In trust for' bank account at his or her death? ..,.....,..........,......................... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
.I YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN,
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FARMERS D
TRUST -
May 20,1997
Financial Trust Services Company
One West High Street
Carlisle, PA 17013
Re: Estate of Edna G Sheaffer SSN 182-26-3413
Date of Death: November 18,1996
Dear Trust;
In answer to your request concerning accounts owned, either separately or Jointly, by the
above referenced decedent and the balance In each account as of the date of death, we have
checked our records and are submitting the following infonnation in duplicate. We suggest
that you file one of these letters attached to the Pennsylvania Inventory fonns (RCe) to
substantiate the balance you report.
Note that we have shown the correct registration for each account Also, interest accNed to
the date of death, if any, Is listed as a separate figure.
Checking account #436577 was originally opened 9/1/67 or before. The account was titled in
Edna G Sheaffer's name alone. The balance as of 11/18/96 was $170.94 plus $.09 accrued
Interest for a total of $171.03. The account was eamlng 1.75% interest at the time of death.
We have no record of a safe deposit box In the decedents name.
Sincerely,
~o..v- -irmSs.c~
Karen To~;;'e
Supervisor Customer Service
One West Hi~h SIn.>eII'.O. Box 22lJ C.ulisle, Pennsyl\'ania 1i013 (ili) 243.3212
-,~".~-- ' ,. ,"
.._,-~--~._,_..-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... Typ. 0' P,lnl.
CXMIOJrM'IAl'n401'N"""nvUM
..."'AHCI1AJ. N1\lfIH
"'IMHl' 0IC10Ul1
ESTATE OF
Edna G, Sh~~ff.llr ,_ _ .
I FILE NUMBER
21 960993
I AMOUNlm .-,-
ITEM
NUMSER
A.
OESCRIPTlON
1.
Funeral-Ex-pen-seS : - --
Holfman-Roth Funeral Home, Funeral Expenses
6,924,00
B. Administrative Costs:
1. Personal Representative Commilllons Financial Trust Services Co. 16,547.69
Social Security Number of Perlonal Representative:
Vear Comml..lonl paid
2. Attorney Fe.. Martson. Deardorff, Williams, & Otto 5.000.00
3. F.mlly Ex.mptlon
Claimant Relatlonlhlp
Addre.. of Claimant at decedent's death
Streel Addr...
Clly State 0.00
4. Probale Fe.. Register of Wills. Cumberland County, Carlisle. PA 326.50
C.
Miscellaneous Expenses:
1,
2.
3.
Cumberland Law Journal. advertising Letters Testamentary
The Sentinel, advertising Letters Testamentary
Miscellaneous Fl11ng and Closing Costs
60.00
64.69
300.00
Total {alia enler on line 0, recapi1ulat~
(If more space II needed, Inn,t additional sheets of ume llze)
---
~__29g23.oe
I:',.' I /
_ . I.)
BUREAU OE INDIVIDUAL TAXES
INI'UltANCI: lAIC DIVISION
D[PI. ZUllO l
tIAWAISlUAQ, rA 1/1l1.UtOI
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~J)
NOTICE or INIlERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSHENT OE TAX
FINANCIAL TR
1 W HIGH ST
PO BOX 220
CARLISLE
SERVICES CO
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
1-
11-10'97
SIlEAFFER
11-18-96
21 96-0993
CUMBERLAND
101
AMount R...1tt.d
( ',-'
1*
..'.lh'lI "'111.'"
EDNA
G
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT 1l0USE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'v:i5'4-j-Ex--"i:i'--iCiF9'rj-iiii'ficE--oF-YtiHEiiiiANcE-i.-A'X-iiPPRiiisEi-if:ii:r;-"i.l"OWAN-CE-b-Ii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEAFFER EDNA G FILE NO. 21 96-0993 ACN 101 DATE 11-10-97
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 to date.
ASSESSMENT OF TAX:
15. A~ount of Lin. 14 .t Spoulal rat. (15)
16. Anount of Line 14 t.~.bl. at Lin..I/Class A rat. (16)
17. Anount of Lin. 14 t.~.bl. at Collateral/Class 8 rat. (17)
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
08-05'97
TAX RETURN WAS: I X) ACCEPTED AS EILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. stocks and Bondi (Schedule 8)
3. Closely Hald stock/Partnership Int.ra.t (Schedule C)
4. Hortg.gas/Nota. Receivable (Schedule Ol
S. CashlBank Deposits/Hisc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
8. Total AI.et,
(1)
(2)
13)
141
15)
16)
171
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.e./Ad~. Costs/Hisc. Expenses (Schedule HJ
10. Debts/Mortg.ge liabilities/liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern~enta1 aeque.t,; Hon.elect.d 9113 Trusts
14. H.t V.lu. of Est.t. Subj.ct to Tax
191
(10)
(Schedule J J
NOTE:
RECEIPT
NUHBER
AA211608
DISCOUNT l+)
INTEREST/PEN PAID 1-)
.00
1 CHANGED
.00
355 , 591. 33
.00
.00
45,727.78
.00
.00
18)
29,223.08
3.411,54
Ill!
1121
(13)
(14)
.00 X .00=
.00 X .06=
366.184.49 X .15=
(18)
AHOUNT PAID
54,927.67
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
hlC p.y..ent.
401,319.11
~:>.6~4 62
368,684.49
2,500.00
366,184.49
.00
.00
54,927.67
54,927.67
54,927.67
.00
.00
.00
. IE PAID AETER DATE INDICATED, SEE REVERSE
EOR CALCULATION OF ADDITIONAL INTEREST.
( IE TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IE TOTAL DUE IS REELECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REEUND. SEE REVERSE SIDE OE TillS EORH EOR INSTRUCTIONS.)
RESERYATIONI E.tatl' of dlcadlnt. dying on or blforl OlcI.blr 12, 1982 .- If any futurl Intlr..t In the ..tat. I. tran.f.rr.d
In po.....lon or .njoY'lnt to Cia.' a (collat.ral) blneflclarl.. of the d,cld.nt .ft.r the .xplratlon of any e.tat. for
11ft or for y.ar., thl Co..onwlalth h.rlby ..pr...I, r.sarvI, the right to .pprals. .nd .1.... tran.flr Inh.rltancl T.x..
.t thl hwful Cia.. a CcoUatlr.l) rate on anv .uch futun Int.r..t.
PURPOSE OF
NonCEI
To fulfill the rlqulre..nt. of Section 21~0 of the Inherltancl and Est,te Tax Act. Act 21 of 1995. (72 P.S.
Slctlon'14O).
PAVHENTr
D.tach the top portion of thl. Notlcl and sub.lt with your p,y.ent to the R.gI.t.r of Will. prlnt.d on the r.v.rs. side.
--"aka ch.ck or .on.y ord.r payabl. to: REGISTER OF MILLS, AGENT
REFUND (CR),
, r.fund of . tax crldlt, which wa. not reque.t.d on the Tax R.turn, .ay be requI.tld by co.pletlng an ~Appllc.tlon
for R.fund of P.nn.vlvanla Inh.rltancl and Estat. Ta.~ (REY-131S). Applications .rl av.llabll at the Offlc.
of the A.gI.t.r of Will., anv of tha 23 RlVlnu. DI.trlct OffiCI', or by calling thl specl.l Z4-hour
anlwarlng 'Irvlc, nu.blr. for for.' ordlrlngl In Plnn.vlvanl. 1-800-36Z-Z050, outsld. P.nn.ylvanl. and
within 10c.1 Harrisburg ar.a (717) 787-809~, TOOl (7\1) 17Z-ZZS2 (HI.rlng I.palred Only).
OBJECTIONS;
Any party In Inter..t not satl.flld with the .ppr.I....nt, .llowancl or dls.llowanc. of deductions, or .sl.....nt
of tax (Including dl.count or Int.rlst) .. shown on thl. Hotlca au.t objlct within .Ixty (60) day. of rec.lpt of
this Hotlce by;
.-wrltten prot.st to the PA DIPart.lnt of R.vlnue, loard of ApP..ls, O.pt. Z810Z1, H.rrl.burg, PA l1IZ8-10ZI, OR
-..Iactlon to have the .attar det.r.ln.d .t .udlt of thl account of the p.rson.l repre.ent.tlv., OR
.-appe.1 to the Orphan.' Court.
AD"IN
ISTRATlYE
CORRECTIONS;
F.ctual .rror. dlscovlr.d on thl. ........nt .hould b. addr....d In writing tal PA Depart..nt of RIV.nul,
Bur..u of Individual TaXI', ATTNI Post As......nt Revi.w Unit, D.pt. Z60601, Harrl.burg, PA 171Z6-0601
Phone (117) 187-6505. Se. page 5 of the bookl.t "In.tructlon. for Inherltanc. T.. R.turn for a Re.ldlnt
D.c.d.nt~ (REY-IS01) for .n explanation of ad.lnl.tratlv.ly corr.ctabl. .rror..
DISCQUNTr
If any tax due I. paid within thr.a (3) calendar .anth. aftar the d.cadant'. death, a flv. p.rc.nt (5~) discount of
the t.. paid Is allowld.
PENAlTVI
Th. ISX tax aena.ty non-participation p.naltv I. eoeputed on the tot.1 of the tax and Intare.t .,sl...d, and not
p.ld be for. Janu.ry 18, 1996, the flr.t day a,t.r ~ end of the tax a.nalty parlod. Thl. non-participatIon
panalty II appealabl. In the sa.e .anner and In the the .... tl.. period .. you would app.al the tax and Int.ra.t
that h.. ba.n .,s.'lld a. Indlcatad on thl. notlc..
INTEREST;
Intere.t Is charged bag Inning with flrlt day of delinquencY, or nln. (9) .onth. and on. (1) day fro. thl date of
daath, to the date of pay..nt. Tax.. which baca.. dallnqu.nt b.for. January 1, 198Z baar Int.r..t at the r.t. of
.1. C6~) p.rcant p.r annul calculat.d at a dally r.t. of .000164. All t.... which b.ca.. d.llnquant on and aft.r
January I, 198Z will bear Intere.t .t a rat. which will vary fro. cal.ndar y.ar to c.l.ndar y.ar with that r.te
announc.d by the PA Dapart.ant of Rav.nue. Th. applicable Int.r..t r.te. for 196Z through 1997 ara:
'!!!r Int.rest R.t. Dalh Inter..t Factor ~ Inter..t Rat. Dally Int.r..t Factor
198Z zax .000548 1987 'X .000247
1983 16~ .000438 1966-1991 IU .000301
1984 IlX .000301 199Z .~ .000Z47
1965 t3~ .000356 1993-1994 7X .00019Z
1986 10~ .000Z74 1995-1997 'X .000Z47
--lnt.ra.t Is ulcul.t.d a. fottowl;
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. 1.lued .fter the tax b.co." dlllnquent will r.fl.ct an Int.r..t calculation to flftl.n (15) day'
b.Yond thl date of the ........nt. If pav..nt Is .ad. .fter thl Inter..t co.putatlon date shown on the
Notlc., additional Int.r.st .u.t be c.lculat.d.
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E-<U~H ol; ~tIl tLI :::" ~.- ".- E-o .....
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. .
IN TII~ CO linT OF COi\li\ION I'L~AS Of ClIi\I1l~IU,ANU COUNTY
1'~NNSYI,\'ANlt\ OIU'IIANS' counT UIVISION
IN TilE ESTATE OF ~UNA G. SIIEt\FfElt.
LAT~ OF TilE UOlWUGII OF CAIU.lSLE
Schcdule or Proposcd Dislrihution
Balancc lor distribnlion .IS per first amI final Accounl
filcd Deccmber 12. 19")7
Distribution
Mary G. Morrison
21111 sbs Amcrican T e1cphonc & T clcgraph Co.
200 shs Amcritcch Corp,
100 shs Bcll Atlantic Corp.
200 shs BellSoulb COil}.
500 shs Goodycar Tirc & Rubbcr Co.
3612 shs KcySlOUC Financial, tnc.
200 shs SI3C Communications.lnc.
150 shs US Wcsl Communications Group
Principal Cash
Incomc Cash
Auna S. Fuhon
I KO(, sbs Keyslonc Financial. Inc.
Principal Cash
Incomc Cash
Markcl Valuc
NO\' ]0 1997
11.175.00
15.412,1J()
K.1J25,OO
10,950,00
30,344,00
134.547.00
14,525.00
6,77K.20
66.956.3H
3 534 H9
$303,14K.07
(,7.273.50
K2.533.0")
I 76744
$1'\1.57403
~117.5K4 O~
Cost Basis
7 .OK2. 73
11.0(,2.50
IdOO,OO
7,950,00
24.593. 75
6 t ,020.90
9.K50.00
4.621.K8
66,956.3H
3 '34 K9
$202.773.03
30.510.46
K2.533.09
I 71,744
$114 Kill l)l)
$454.722.10 $317.5K4.02
Statcmcnt orlhc Rcasons lor the Proposcd Distribution
Tbc abo\'c dislribulion is proposcd in accordancc wilh thc tcnns or lhc Last Will and Tcslamcnt or Edna
G, SbcalTcr, laIc orlhc Borough ol'C'arlislc. Cumbcrland County. Pennsylvania.
, Blu'LL
JaI' , F. Burkc. Presidcnt/CEO
. "
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H r<.UP: E-<Ul U o OJ C'QI s:;. Co... 0
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OP:o<l; \Dr<. ~ ~ 0 W ca;ctmC .....
.. Gl 8 ,.'- U
E-< uw:>ZO'IOOo<l; -0 ~ CD "D c. -0
Ul l:ll~0~ WH><U r<. H -5 .E .- Gl III .S ZE-< s::
P: W~><HNWUlUZ 0 r<. "~l&OE'" OE-< to;!
~ '0 ~
H :I:~lIlUl E-<o<l;Zo<l;E-< W ._!- o '0 'iQ 0 UlO s::
r<. E-<UZH o<l;Wo<l;P<Ul W t:1llt:~C-'S( E-< '....
z:> .E-<UZ~~ E-< ~ CD "0 ::J II) co U P:O ~
Zr<.WHOUlWHOP: o<l; UQ)oc:...o~ ~~
HOP<OZWOr<.UE-< 0 0 >-5 u.9' C QJ "-
'f' ... .t: Q) co...
Q)~ ... '-'(0 J:'-
!Iv 157'1'1/ .t:co.o-ol!
ro...OU-
841 ~B '411118'8 ~I /!F
'P840a P810do'd 4 uOllnQlJl1IP 10 .,n
P8l'08P UO/lnQ",~IIM 80U8P'0008 u,
'*"muoo ,unoooy IP PU8 ~181n101Q
. .
. .
4.14.97
6-16.97
8-15-97
10-30-97
11-25-97
Princip~1 Con vcrs ions Inlo C~sh (continncd)
55 shs Pennsyl\';lIli~ power & Light Co.
4.liOoy" Prelcrrcd
Pruceeds
In\'cnloricd nl
4.054.W
:;:;1I11110
754.60
.60 sh Keyslonc Finnnci~l. Inc.
Procceds 18.97
In\'enloricd ;\t J.!l.H.
8.83
25M pnr US Trc~sur)' Nolc 6.50% 8.15-97
procccds 25.000.00
In\'cntoricd nl 25 195 :; 1
195.31
25M p~r US Trc~sul)' Notc 5.75% 10-31-97
Procccds 25.000.00
hl\'cnloricd nl 2~ 0(,2 50
62.50
25M p~r US Trcnsul)' Nolc 4.75'X,'1-30.'18
Procceds 24.800.78
In\'cnloricd ~t 24J,OI) 38
1'11.40
25M p~r US Trc~sul)' Nolc 6.25'Yo 4-30.0 I
Procccds 25.328.13
In\'cnloricd nl 25 2% 88
31.25
25M pnr Nomcst Fin~ncinl.lnc. Notc 5.50% 4-15-1)8
Procccds 24.'100.00
In\'cnloried nt 24 82~ 1I0
75.00
32 shs Bocing Co.
procccds
In\'cntoricd ~t
1.5'15.'14
I 487 4(,
I08A8
(,4 shs Luccnt T cchnologics. Inc.
Procccds 5.170.22
In\'cntoricd nl :; 140 00
2.030.22
3
1.31.1)7
7.3.1)7
Income Receipts
Illlcrcsl. US Trcnsul)' Nole 7.511% 1.31.1)7
Inlercsl. US Tre~sul)' Nole (,jll% 8.15.1)7; 2.18.1)7 10
8.15.1)7
Inlcrest. US Trc~sul)' Nolc 4.75% 1).3().1)8; 3.31.1)7 to
11.25.97
Intcrest. Nomcsl Finmtci~l. Inc. Notc 5.50% 4.15.98;
4.15.1)710 11.28.1)7
Intcrcst. US Trc~sul)' Notc 5.75% 10.31.1)7; 4.30.1)7 to
10.:;1.')7
Inlcrcsl. US Trc~sul)' Nolc 6.25%, 4.:;0.() I; 4.:;0.1)7 to
11.25.1)7
Dividcnds. Pennsylv;lIli~ Powcr & Lighl Co. Rcsonrccs
Inc.. 1.2.1)7 to 1().1.1)7
Dividcnds. PP&L 4.(,()%,I'!i:l. 1.2.1)7104.1.1)7
Dividcnds. Amcric~n Telcphonc & Tclcgraph Co.
2.:;.'1710 11.4.1)7
Dividcnds. Amcritcch Corp. 2.:;.1)710 11.4.1)7
Dividcnds. Bcll Allanlic Corp. 2.3.'17 to 11.4.1)7
Dividcnds. BcllSoulh Corp. 2.:;.'1..7 to 11.4.1)7
Dh'idends. SBC Communications. Inc. 2.3.1)7 to 11.4.1)7
Dividcnds. US Wcstlnc. 2.:;.'17 to 11.4.1)7
Di\'idcnds. Financial TrusI Corp. 2.10.1)7 to 5.1).1)7
Dividcnds. Luccnl Technologics.lnc. 3.3.1)7109.2.'17
Dh'idends. Bocing Co. :;.7.97 to 9.5.97
Dh'idcnds. Rockwcllllllcmnlional Corp. 3.10.97 to 1).8.97
Dh'idcnds. Goodycar Tirc & Rnbbcr Co. 3.17.1)710 9.15.97
Dividcnds.Kcyslonc Financial. Inc. 7.21.1)710 10.22.97
Inlcrcsl. Fcd Fnnd 12.27.% to 11.4.1)7
hllcrcsl. Tcmp Fnnd 12.27.1)(,1011.4.1)7
Inlcrcsl. Fnrmcrs Tmst Co. Chccking Accounl 4.3(';77
Tolullncomc Rcccipts
Income Dishllrscmcnls
Firmncial Tmsl Scn'iccs Company. incomc commission
5
375.00
1,205.21
1,211.86
1,413.20
1.365.62
1,592.28
835.00
126.50
264.00
452.00
297.00
288.00
354.50
321.00
1.839.04
14AO
13A4
313.20
420.00
2.817.36
2,549.15
122.82
I 14
$18 I'll 72
$1.091.50
I.
,.