HomeMy WebLinkAbout97-00801
.""
1\,'
'L
~ ,
j, "
"
.......
~
. w..
0
, !
~
. .e
0 ...
Z tit
r- '-'\-'
.
"
"
PEl'l'I'ION FOR IJROIIATE Hlld GRANT OF I,ETTERS
.l../~ '17 ~ i~j
/!':vlale q{ PearL K.. ShambaLl9h
also kllOll'1I as
No,
To:
_..._u.._.._.... Regisler of Wills 1'01 Ihe
________. /)"('('(1,,'<1, ('oUllly of Cumberland ill the
Sodal S.'("lflIY No, 178-16-1955 ('Ommollll'elllth of 1'1'lllIsylvllllill
The petit 1011 of Ihe ulldelsiglled lespeel fully Il'ple"'ol' Ihat:
YOUI petltiollerQcl. who is/XDlXIH Yl'als of age 01 ol,kl alllhe exenil or
ill the IlIxl will of Ihe above deeedellt, daled Sept.ember 12
IInd codldl(s) dilled None
. ______ nnl11ed
u_.' 19...2!L
hlUIC rl'll'\'an! L'itt'IHl,.,lall\'L'I" t'ot'.' Il'I\lllk'iat!111l, dl'''111 nr t'\l'l'Ulor, etc.)
Decelf<lellt WllS domiciled al dealb ill GUt11Per.l,!nO -<_
her_____lns! family 0' plillclpallesi,knee at 913 Nixon Drive,
r.lllnh..rJ.and County, "f1nnaylvania.
(Ihl \1l\'L'l, Ill1lllhl't and 1l\1I11CipaliIY)
__ _ ('OUllty, I'ennsylvnllin, wilh
Mom:oe_.Township,...__u_u__
, D~eelllllent, Ihell. 86.___. vealS of a~e, died September_17.. ...., 19_92u__..~.__'
nt _J:I..~~isl:>u..r9Hospital!' Harrisburg! PA_________________.
Excepl lIS follows, decedellt did Illllmarry, wa, 1101 divorced nlld did 1I0t havc a child bOln 01 ndopled
nftel executioll of Ihe will offeled for pmball'; wa" 1I0tthe vlclim of II killing alld was lIever ndjudlcnted
100:0I11pelenl: _NClJlEl-.------
Deec.lldelll nl delltb owned ploperly wilh cSlimnl,'d values as follows:
(If domiciled illl'n,) All pelsOlll\1 plop"rly
(If nol domiciled in I'n,) Personal property ill I'enllsylvnnin
(If IH)t domiciled In I'n,) I'elsollnl properlY ill Coullly
Value of real estllle in Pennsylvllnia
sltullted ns follows: _t'<on~__
$ uUI'lCl.El\:~J:1Tl.il'l~~L_~_
$ ._u__._._....._.uu ......u..__.
$
$ None-u__u'___
WHEREFORE, petitioner(1l respeclfully reqllesl(s) Ihe probale of Ihe lasl will and codlcll(s)
presenled herewith and Ihe grnnl or letll'rs ..Testamentary. ..-.-__._._~._~_.._
(tl'SlaUll'tlt:\t'y; admlnimlllioll ,:.t.ll.; ndlllllllslriuloll d.h.II.C.I.ll.)
Ihcron,
~
u
Ii
'0-
~ ^
"'~
l~
I~
1/\
~~--=-~
_ _Dillab.urg, .J2A...17.019.______._.u_
~~_._--~---_..'.. ....,,, ...'-.'--------------"
____.___-<__._._.__...___~_n ______,________ . ".
OATH (}I<' IJERSONAI, REIJRESENTAl'lVE
COMMONWEALTH (W I'ENNS\'I.V ANIA I 'S
COUNT\' (W ....Q!J!'1~.E;;R~No!P______________ r l';,
The pelilioner(1t ahoveunamed sw<'ar(s) or affirm(s) thai Ihe slatements in Ihe foregoing retition nre
tru~ Ilnd cot'I'C"ltolhe besl or the kllowledgl' alld helle! of pelitioner(lll and thai as personnlrcpresell'
Inlive(. of Ihe llhove dee"dent pelillonerljt) will w:.~alld trnly.admini:ler Ihe estaleaccording loinII',
Sworn to or affirmed and slIhs"ribed I ___~~~_k}!\. ............uuuu_u_.._ '"
hefore me Ihls ,q'i'EJtu da) <,I' LarrYUtllU!!___________~ ~'
.~m~~~r~~I,fl.~~9}k~~ti ...._______ _ ~
Mary cC/I.,eW1S')- Ut'g/\'tl'f' '[7 ,......""..._<"'_~'____~.__~ ~
/j--,)65 -/1
III"" 111
n'II1'lIIMf
~
PI"MAklMI
IlUCIlIHIt
"
~
~
,,-,
~
-I
';J
"",
~
l'
'"
1
I ,
! ~
I ~
J
I'lIi\ i', Itl (('llif\' lh,ll tll(' lldllllllolllllll hCIl' !',iH'II i.. l'lllnl!\ '111111'111111111 ,11111111',11\'\1 '1'lllIi,.ll\' \II \k,llll dld\ lik,l WIlli II\!' .l~
1(1(",11 Hq',i\[lal, I'hl' Ollgillid li'Hili"llt. willltl' 1111\\'~lltkd III lilt, \(,ill" \ II:d J~\', "1'1, (Jill,,' htl 1"'ltll.lllt'IH lilill)'"
WARNING: Ills III0llal to duplloate this oOPY by photostnt or photonrnph.
hT IllI lhi\ l ('('1ifiril(l'. S},tlO
1 I ) .
~'"<l.l"(;(Jo...c. t;,(;J,J'.r.i!.Jffa.1~
1_'11.11 1{('gl~II,11 q
4485786
I'
~)(I" t! ..d!t(/L/tIZf 1
t Il.Jt\.,
\'0,
1I1U&14,j1lhIIU
COMMONWI:AlTttOf peNNSVLVANIA' OiiPARlMI!NT OF HeA.llH' VITA.L HIlOOROti
OERTlFICATE OF DEATH
i"JU~'~U_1I ~
~~~~~bTI:~~~:~~~~~ ~_. .~.."~.~.]--~~~.-:--~_- w,"n. ____,_______~_ _. ~~"..1.~1-~"...- f~'~!~~~(VfU~~'wi;~~: ;~~.6.~_~~ o~i rA-tl;tl/)j~)j;~ -;-
AQIII~llo.V"'jl .~'!!!!.,!l!!!!! ~"I~ O~1f0f'1Ilfl1tl !""hW\AC'IU'...., 1'I._~.~~~U~t,...,.!~'..! ':!l'..!'~...,,'~~?'l ~u __
--. I Dot,. II"....J........ 'l.~ ("'~ .....t iI"".'<'_~;"'-"'~'1 lloSl'llAl 1m.." - n -
I,~~,~<_'~ _,_. __ __. 1~'3?"\~!I!,"'LII~.rT!~hllrL. ;;.'~'lx'. ,~M. -:_I_I']d",~'II___~":'.~), '''f,,-~.I. _='''::._,
COWIl'fUl'OIAlH cr ikJflO rW'Of,...nt fAClln" ..\Il'H,.t..Wl\,....,,'I..~,..,~~~" ''''', ......OfCf(ltH10fIw NlCOfIill,HI IU>C. ~M_""WhIl.*
. ~} ItJ~(tJl ~rl*II.,".."._ ,-,
Jl41111h t n - ... - - "C.rrt ~bU(Q. .. ." .....' Ii!} J0..ilirI.1'.....:. ~~{--'--.' ._.n J"'::".....".""~ -"'--'-"'I-' ' ...w1,-1 ~~--
_ ~~III'!!i"ilty~t~!l:!L~ . ~1H00I'6u'lllfq&.m()U'.lrl4t fOfe((JIH4'f~{ Ole HISUlOC./lON llAIIIl44,SIAJU, ....,>'t4 ~'I1'iM.lSl'OU"
1':""'17,.t%','::::t:1 .-....-.- '" - ...m U5M4t'JO', I 1""~~~~'l"M."t'=ll "'-.~~:~...~~... L~""~_"'_
OI~f.JNj'~~AA~oOOrii~j-~;'";:~r~~,,~~~~~~..t~~tl~':~fj~~/,-- !L~' .PA~:-----' II. ~.~_": - .--.. --~':'"'-~'Iiil ~ ~~~~ M~M~~~~e' _m__~_____
'Clll'I II.....,. 1..1 H.. ___.,.,..,.. "n..".~_ u__
913 N j xon Or t ve fll~,illt'lln . . ....._Nt,
";,,,,,,..,,,,..... .......
I.Mechal11csblll'g PA 17055 ,,"".....t.1 t!~~,~'l. ~llul~~l'l~nd lIoOo,,-..,' 1I4l )=:~=.:,:::~,. . .._. _.. ....-"
~~!J~~tct-~~;~~.~.~!~l~"~~~'~;!~"_~:~" "- .--.---- ~IIIiRd~~~~;~-t...i~S~fler.' .~___,_,___"_"___U__
iHfOAMAN1"N.Ili(l,)>lOI'...t .. J:OIwAiii'riwr"'i4j~iii5,j;ti'&;l~;"~',ji;,,- fej,c;:;);i- '. --.-~----_.
tIr~W~T.J!~tf.. .-..-~--- rAliOlllliPl)$lI~- - -- I'tACI~tH8JS~t!l",~~~~b.ur[p~t~tlil!~luoi~c.." ~--- - .-. -
IIu lXI' II II ...........'..,..H "dll/Ot<l'II<.
{lQnt,,,,,,\ J o.lIt~~~,,~'"~'."""~' _ _ f~"''''-""''''~S1''.. I J 9-20-1997 _. "LTr,_t nd_lc_ SpJ't n,9 .~~~~t_c.rMY _ .!'\c.-',I,'a_",lc. ~~~~2. p. ^ 11055
7;Z~~,~"j~.;,_,"....:".",J;J):~~i~i,\,;,,,-- [;;:. 71'r.I\i~~R stt~~?M~~h:n~~,~~ P..:~~~lll~fL "--
,...,""_.""'..............1....0>1".".,,10> """'.....'1"*1 iU<..,O',.....,
''''",,''uMof''..,~
:::.:~::~::rJ"-1Oi - 1.MlO;lf,:"/)" -1-~?..lo.t~;!!;"yo~AD)~~~ '!~;;~I/'l.. QI - ~eA~fmHF"uolU:litIUl,lliilfllC iI'--~~::--'-...----'---
.. _ _ _ ". u. L li..L __ II Lt /"ilL\.. '/ ,-'1/. fL.. _, _ _ _ _ . _ ____ ___.___"_n.~__
1"",,,,,,,,,,.,,, ."",.''''lol<llplo:.._.",,~..~H<f''''''''''' o.,,~'N"I"'''''' </1 ~ ,,,,,~uu''''<'''''''''''~l.''''1 .,.".i~""..". /of9'Q....... '~III. u"....lI"'k""~_~IO_...
l~OOl'j'~\'"M""U'~O<" I-""",..n ..........""Il...-"""t_......fWT1.
1"''''''''If-
If..,,{; ,
I
i
,
;
i
,
",..--,--~ iJAji:" ('iI~iURY---"-~' -[rim Cliiiii"iHl{ --['~"'''I.I''''.''I' 1- i:.ckiii.-iiOWfoM'i'OCc"Vriilio----'
if.l<....II.4,....1
II
II
I-J ~dOf~'JUll~ ~11...""'O""~,...t~Olflr.lol .. IIOC~.IOt4IW~I..,'\...'*'..
;'"~ '" '~I~"I", ' ..
"1._,,,,'.,,Jj, "~ ~~~r;~~;ii~~CA~~._C-'-
I 1 I,.,..u.{....:_...~~"' ,',/"\ "" . ._ .1','.,,1 ~.i?". ..,I'.....~. .},... ..~i
.'~IHOAltllUMllf'tlftQ'H'lJ(;j....n,.................."..I.".,.-.",...\J(..,.,"~.",,'...,'!, /01", -'.. ,. '7
'.v..w.lfl""_..........' ........u~,,'" 1111-............ ."",.... .""~~. ...""....H'.'''''''''.M.' "1"'04 04.ul1A1tllOflOf'lf"Uf nMOfo"'hOCOW'\(IIDC"U!M (JI1lI-'W
"1.-",111"","'''"1\4 ,,4. < " (f'1. (If
'~~~~~::r:~:;i;.~I:~~,:'" ~W""I1.I<<l"'~' ~" Qp,mun, ~un, "~,,urr."" Ill! I""', ".it, ,,,d ~I"., .,,,, du. lu I~' u~..to) OI'" I I /"~. f 1,...lf~:.rt ~I
"'NIIIU"I'M ,. "'_, . ",.
... ., _~"!"71".!l-,._:i~: !_' 7 I
'-...._~~.' . ".tIN";liRI"NlI~"loIIIIl)i .wf'~'li,....,#l..,_, r
u___!\. u:u...u(JJ.~'-I(tr.j!I.!l-\ L~J IIJ1 (1J.1 ~~~: ~ f_'" ",bl('~ I~ _(trz
A'~f~.Jfd'( (1'(, /'" ..~..j
/-' '0<.141 /UI(~t.S~r.C"I'.t{AI(I..:! LII
OlIIIOI'"lf.!i.n.fl"i:'III\!II.ll1l
OOllOl'fl"'S"'u:'~I'IIJtflo.;t'.l
r".,u";';,,";o'-["",""'~"i" ----.. _..~-
Ull~"'lPflll)tlm
g,"'1:J~r'Of CAUbf IN"..... (~ 'v..'"
.......N. ( I ~. ""'-o,j~l""""'"
,.., I W" r,,, I J 100 VI ~....Io ( I ~""'I""Ftoo 10..", ".~
,.. ,... U
U,"-..-ill'i;\-'.~"H"'''f -
,c."llflIMll'HYlIl;IAN,I't.\... ...,...lI"""...",...,",y. .,'.....'~.' ""I' .""."" ."..,,,,,,,;,.,, ,..,;
,.......".,...,."".."......II'....""'......"'...~t#lfll"""'."...'.""'"
'I
I l'!l PJ '^.
~ f .~ oJ 8
t. "
,'....
"
~ or,
~ o-l iff(, (, ~ ,8 ':.
fJ 0 iJ' I .::l ~p
CO '1/( I "" "
I rt J ' "~
~ >:i ~ ~
CI\ : ~ ::~.
I I
o-l
N 1lil AIi, " ;1: .!:
~ ;,
----_._--..;.---_..~-_..
,
NQ:!~!.c';!'.,c_QrcUgN I~ l':'lJ~J A"- I ~rl'E HF: S '.t.l.t!.-';;llJ~~J~IL
DlH"ORE rl'lIP; REGIfl'l'lm 01' WII,W, COON'I'Y OF C.\Jl1J~!;;Rt.^-W,L.....,., PENNSYLVANIA
III 1'e Ell tate 0 [ .I'llJ;IrJ..K,.Sh<l!llQ/,\y9h,__.c.__._..__...____....._.__...__, deceased,
No. 1997:-gQ(lQL <.1 [ .-_.
'I'D l..__'-~~r.r.}' .A~. ..S.I-i8.r:tz ...
..----,._~-~~-_..!.._------------_._..
(bene(ic1at'YI
(address)
__.___._~3.~_N~_!lJgb.. ptr:l:let
._____~lgl!!rvUJ.!?lc .!'fL1ZJQ'Z.
Please take notice of the death 0[. decedent and the grant of
letters to the personal representative(e) named below, You may have
II beneficial inter:est in the estate as follows: None
You were not named as n legatee, devisee or distributee in the Will. .
However, the CUmberland County Rules of Court require this Notice be given to
aU persons 1ill'ownoulanave'-TIiIi'erIEed property 1t tIle deceaenrwom.<nmVecU:ila-
WI thout a-Wrr.r.---.----.-c----------.,
(if ad'ClTtToI,aCapace-Til-"eeJecCuseback of page)
Name of decedent__Eearl.K~Shambau<;lh_..
Last known addl:ess
of decedent 913 Nixon Drive
---,--~----,-------,---~,-,-
____________.l:1eCl~~.I11g_E!.bur.9.!-'.''''_.17Q~.~______________
/Jate o~ death~El2.t.el11ber_.!1L!~9J____.~___ __
Place of death_!!~rri~p.~r:..<;Lll~:9.p_i..ta~_.!larrisburg, PA
County of grant of odgim: I letters Cumberland
'1
/Jecedent dled __A._ tes tll t'l intestate,
-~--
, A copy of the will Is Is ,not attached.
__ll.
Name(s), address(es) and tolephone number(s) of all pereona1
iepresentatives appoInted
,
. .
,
Telephone.
(7171 432-2559
Name
Address
Larry Hair
50 Old Mill Road
______Dillsburq, PA 17019 __
. I
\ '
.
,
REL~.
Distribution of the balance in the handa of Larry Hair, Executor
under the Last Will and Testament of Pearl K. Shambaugh, late of the Township of
Monroe, County of Cumberland and state of pennsylvania, as shown by The First
and Final Account of '!/lid Executor, confirmed by the Court of COlll11On pleas of
Cumberland County - Orphans' Court Division, on October 13, 1998, and Release of
the Legatees and Distributees of said decedent, to said Executor hereto
attached.
BALANCE FOO DIS'I1UoorIOO AS PER SAID Accam'
558,902.62
DIS'l'lUllU'l'IOO AND AWARD PER SAID Acaxm
TO: steven ~I. Carr, Trustee for the Bankrupt
Estate of Norna Cross - One-fourth (1/4)
$ 14,725.66
TO: Larry flair - '!tires-fourths (3/4)
44,176.96
1.UrAL DI&'TRIlll1rIOO PER ACCOONT
S 58,902.62
WIIEREAS, a statement of Proposed Schedule of Distribution of said
balance, as ~ve set forth, was approved and confirmed by the Court of Common
pleas of Cumberland County - Orphans' Court Division, and the said Accountant
was directed to distribute the same in accordance therewith.
~ IQPoI AU, MEN BY THESE PRESENrS, that we, steven M. Carr,
Trustee for the Bankrupt Estate of, Norma Cross, Norma Cross and Larry Hair, the
residuary Legatees and Distributees under the Last will and Testament of Pearl
K. Shambaugh, late of the Township of Monroe, County of CUmberland and state of
pennsylvania, Deceased, do hereby declare and say that we, and each of us, have
examined the foregoing Schedule of Distribution and do hereby acknowledge that
we, and each of \IS, this day have had and received of and from Larry Hair,
Executor of the Estate of Pearl K. Shambaugh, the cash set opposite our names in
the above stated Schedule of Distribution, and the addi ti.onal sum set opposi to
out' names in Schedule "A" attached hereto, in full satisfaction, payment, and
discharge of all such sum or sums of money, share or shares, purparts and
dividends which were due, owing, payable and belonging to us, and each of us, by
any means whatsoever, for or on account of our, and each of our, full share,
part or dividend of the Estate of pear.l K. Shambaugh, deceased, as given and
confirmed to us by the said Schedule of Distribution.
AND THEREFORE, we, Steven M. Carr, 1~ustee for the Bankrupt Estate
of Norma Cross, Norma Cross and Larry Hair, do by these presents remise,
release, quitclaim and forever discharge the said Larry l1air, his heirs and
assigns, of and from our, and each of our, said share or dividends of the Estate
aforesaid, and of and f,roo all actions, suits, payments, accounts, reckonings,
claims and demands whatsoever, for any by reason ther.eof.
ESTATE OF PEARL K. SIWl8AUGIl
Additional Sums for Distribution
. BI\LANC.l!J OF RFSERVED J.lUID:
Reserved per Account
LeaSl Expenditures:
9/09/98
10/20/98
10/20/98
Register of Wills - Filing Account
william L. Sunday - Reiwbursement
for certified Mail
Register of wills - Filing Release
$110.00
9.69
10.00
---
Total Expenditures Reserved Fund $129.69
Balance of Reserved Fund
IN<XI'IE RPXlElVED AFl'ER PREPARATlrn OF ACCXXJm'
9/18/98 PNC Bank - Interest
C/O #31000097845 $112.07
9/18/98 PNC Bank - Interest
C/O #31300098775 125.75
9/24/98 PNC Bank - Interest
Estate Account 8.29
10/18/98 PNC Bank - Interest
C/O #310000097845 108.92
10/18/98 PNC Bank - Interest
C/O #31300098775 122.92
10/21/98 PNC Bank - Interest
E:state Account 6.23
10/21/98 PNC Bank - Interest
C/O #31000097845 7.29
10/21/98 PNC Bank - Interest
C/O #313000098775 8.19
10/22/98 PNC Bank - Interest
Estate Account 2.29
---
Total Additiondl Income received $501.3l
,
Total lIdditional Sums for Distribution
DIS'l'RI8l1l'lrn OF ADDITlav\L SlAS
TO: Steve M. Carr, Trustee for the Bankrupt Estate of Norma
Cross - one-fourth (1/4)
TO: Larry Hair - three-fourths (3/4)
'lUl'AL l\DDITlOOAL DISTRIBI11'Iaf
SCHEDULE · A.
$175.00
$129.69
$ 45.31
$501.31
S546.62
$136.65
409.97
S~.62
.
~~~~~ ~ [I
~eJ~f)j
f3 . II
~
~~~~"' ~ II
",Z'!j
1:1 iii' f'jQ II
~f'j ~~ ,
II ~I
~~~~~ g ~ I ~ PI Ir'l
'il "J .l!l
':~ ~1l t~
'1ft,S " Jl "
. f3 ~ ~ ~ \~ ,rift," . .;
"' I P<I,i ~ ~ ~
:0:: f'j ~~ i." ~( 01 ~.g
iI~ " ~ ~ ' J j ,0 ~
, illl' , :
!~~~ ~ ' -.......
''I, ~
~f) ""
--
f< ' 1ft"
. '
-..,,"....-............-....----
--_.~~
--..---
---....----;------------
-----
-,~,
'.
"
r
PER,.'laW.TY
INCDIE AOCDm
RJ;X:EIPTS
ACOOID'Itant char:qes hi_If with. the
follOlting :
1~7
Sept .18 PNC Bank - Interest - C/D#31000097845 (9/17,,9/18/97 ) 3.42
18 PNC Bank - Interest - C/D#31300098775 (9/17-9/18/97) 3.83
oct 17 PNC Bank - Interest - C/D#31000097845 103.19
17 PNC Bank - Interest - C/D#31300098775 115.64
oct 28 PNC Bank - Interest - Money Market A/C (9/17-10/28) 85.68
28 Larry Hair - Contribution of Interest on Joint A/C 12.75
liIov 18 ~~C Bank - Interest - C/D#31000097845 107.07
18 PNC Bank - Interest - C/D#31300098775 120.04
21 PNC Bank - Interest - Estate Account 5.94
Dec 12 PNC Bank - Interest - C/Dn31000105952 (Redeemed) 84.44
18 PNC Bank - Interest - C/D#31000097845 104.06
18 PNC Bank - Interest - C/D#31300098775 116.71
24 PNC Bank - Interest - Estate Account 14.52
SUB-TOrAI. 877.29
1998
Jan 18 PNC Bank - Interest - C/D#31000097845 107.96
18 PNC Bank - Interest - C/D#31300098775 121.17
Jan 26 PNC Bank - Interest - Estate Account 16.51
Feb 18 PNC Bank - Interest - C/D#31000097845 104.93 ,I
18 PNC Bank - Interest - C/D#31300098775 121.74
Feb 23 PNC Bank - Interest - Estate Account 13.93
Mar 18 PNC Bank - Interest - C/D#31000097845 102.25
18 PNC Bank - Interest - C/D#31300098775 110.48
Mar 25 PNC Bank - Interest - Estate Account 13.88
Apr 17 PNC Bank - Interest - C/D#31000097845 109.74
17 PNC Bank - Interest - C/O#31300098775 122.84
Apr 24 PliIC Bank - Interest - Estate Account 13.86
CARRIED FOOWARD
$1836.58.
PEIll'lOOALTY
INCDlE ACCXXlfl'
RFXlEIPTS (~tinued)
BROOGIlT FORWARD $1836.58
1998
May 18 PNC Bank - Interest - C/O#31000097845 106.65
18 PNC Bank - Interest - C/O#31300098775 119.45
May 22 PNC Bank - Interest - Estate Account 12.92
June 18 PNC Bank - Interest - C/O#31000097845 110.66
18 PNC Bank - Interest - C/O#31300098775 124.00
June 24 PNC Bank - Interest - Estate Account 12.42
July 17 PNC Bank - Interest - c/o #31000097845 107.55
17 PNC Bank - Interest - C/D #31300098775 120.57
July . 27 PNC Bank - Interest - Estate Account 11.10
Aug 18 PNC Bank - Interest - C/D #31000097845 111.59
18 PNC Bank - Interest - C/D #31300098775 125.16
Aug 25 PNC Bank - Interest - Estate Account 9.03
'l'Ol'AL PER.!:DW.TY INCDIE Acxxxm R1DIPl'S S 2007.68
PERSQW.TY
INCDlE ACCXXlfl'
EXPmDITURF.S
Accountant asks credit for the following:
1998
March 14
14
Internal Revenue Service - 1997 Fiduciary Income Tax
PA Department of Revenue - 1997 FiducIary Income Tax
26.54
31.48
'l'Ol'AL PER.!:DW.TY INCDIE Aanm' EXPEH>I'l.'URFS S 58.Q;l
, 2.: ~.;J.-
'"
I,;;
L-
A.~:
,\~J (' _I,--~',
~(V\5t)l)&X,(l.l) .t~t.
COMMON~9YLV^,M
DErARIMrNI or REV(JllJl,
DEPT. 2~OOOl
H RRI PA 111 8 I
Uf,CWENrfl NMlC llA!lT. f1ASf, AND MlomF INt1IALllJ~1I d bllllk blOC' l'l"p..1lI wOfd~
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FilE NUMIIU
7
B
o
1
R
"
9
2
ffi
o
w
o
w
o
P E:A H L
(J~TE or OtAT!!
K
SHAM I3AUGlI
SOCIALSrClJf1I1Y m'Mllf'H
(lA,T!' OIUUHil
03/2711911
==r THIS RETURN MUST 8E FiLED IN DUPLICATE WITH iiiT
REGISTER OF WILLS
------ - ----~----~._-
1i1 I. Original Rolurn 0 2. Supplemenlal Retum [] 3. Remainder Relurn (d~lllotoo.1lhp!iOf~\ 11-136'1
[J 4.lImiled Estate [J 4a, Fulure Intorest Compromise ld~llloldtlolll18f1l1r \2.11,8il Ll 5. Federal Estate Tax RahIm Required
[Xl 6. Oeco~anl Died Testate (An,v,h COpy 01 Will) 0 ], Decedent Malntainod a L1l/lng Trusl(AKiI:!>COJlyoflMt) _J 8 Total Number of SAfe Deposa Bo~e5
o 9. litigation Proceeds Received 0 10. Spousal Povorty Credit (dlle oldeolh OOlW81111 12.J1.91'0111.l.95) [J 11, Eloclion to tax under Sec 9113(A) (At~h SchO)
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD SE DIRECTED TO: --
NNAE - Co..lfllElf:MAILINGAODR[SS .-----------..
9/17/1
9
9 7
5
o
1
70-16-19
5
(II' APPlICAIllE) 5\1RVlVINO 51'OUSFS NAME (lAST. FIRST, AND "IIDDlE INIlIAL)
SOCIAlSf:CIJIH!YNUI,lAUI
N/A
~
il!
I
u
william L.
FIR~NAME (1lJI;IpllCabllll
William L.
Sunda~,
Sunday,
Esquire
Attorney-at-Law
39 West Main street - Ste. #1
Mechanicsburg, PA 17055-6230
TELEPHONE NUMBER
Real E'tatelSchedule AI (1)
2 Stocks and Bond, (Schedule BI 12) p'C"',
:::;iF ~ :0
'"1 ~.. ;:o(~
3. Clo,ely flald Corporalion,Pa~rte"hip or Sole.Prop~eto"hlp 131 C'. W(
(I .', C;
::J;
4. Mortgages & Note, Receivable (Schedule D) (4) ::;:
5 Cash, Bank Deposlls & Miscellaneou, Pe"onal Property 15) N
Z (Schedule E) 7 I, 1 0 B. ,8 4 'D
0 6. Jointly (iNned Property ISchedule E) 16) 7 9 7.'5, 4 'U
~ 3 I N 'I"
7, Inler.Vivos Transfers & Miscellaneous Non.Probc:le Property :'01" 0, 0
(7) 9 9, 3 4 3. ~;'4 ...... "'h
:J (Schedule G or L) N
I- 8 Total Oro.. A...ts (Iolal Lines 1.7) (81
ii: ' 1 7 4, 2 5 0' 2 2
0( 9. Euneral Expenses & Admlnistrali,e Cosls (Schedule HI 19)
0 9,9 ~ B 9 7
w
IX 10. Debls of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 0 0 0
11 T otsl D.ductlons (toial Lines 9 & 10) (11) 9, 9 5 B' 9 7
12 N.t V.lu, 01 Estat. (Line 8 minus Line II) (12) I 1 6 4, 2 9 1, 2 5
13. Charitable and Governmental Bequests!See 9113 Trusts for which an elecllon 10 tax has not been 1\31
made (Schedule JI 0' 0 0
14 Nit V.lu. Subjectlo T"ILlne 12 minus Line 131 (141 , 1 6 4' 2 9 l' 2 ....L_
15, Amount Oiiine 14 taxable
~ at the spousal lax rate , , O. 0 0 x ,0 lIS) , 0 0 0, 0 0
See InstruL110ns on reve1'5e side for applicable percentage
F; 16. Amounl of itne 141axable
~g at6% rate 0, 0 0 x 06 (16) ,0 0 O. 0 0
t"~ 17. Amount 01 line 14 taxable
at 15% rate , 1 6 4, 2 9 1, 2 5 x .\5 (17) 2 4, 6 4 3. 6 ~
() 18. Tax Due 1181 2 4, 6 4 3. 6 9
Ii ·
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under p6nallfeS of porjury, I declare tllal llla~a 6~amined lhis ralllln, including ~companying schedules al\d statoments, lIod to tllo best 01 my knowledge aM bOlle!.lt IS tfuO, corred and compleln Der;lilfa1ion 01 prnpilror olhor
l!l.ID...!Mjl6rsonal romesentahve is basad ollJ!llnlofi11aUOn of which (lfe~! has an.. knowlodoa
SI ATURE OF PERS RESPONSIBLE EOR ELLING RETURN ADDRESS DATE
"'\)\,,),, lU)" 50 old Mill._RoadLDjJJ_~ur..9.L PA 17019
SIGNATlIR RJTHE)l;THAN RtPRESENTATIVE ADDRESS
'-~:':l' ( yJ .-,,:i:~1Lc4-w 39..~~~~in St~.~echani~sburg I PA 17055-6230
'I ~ //
May 'f- 'eJ 199B
DATE
May ~7 199B
____._.N__","~,
Decedent's Complete Address:
~:~~:~~, ,~~,;,~~~:~~~,,^~-PA ~~,~ 1W5S .1
Tax Payments and Cl'lldlts:
1. TaxOue(Paga1Une1A)
2. Credll.,Paymenls
A. Spousal Poverty Credil
B Prior Paymenls
C. Discounl
(1) 24643.69
o
22/320.15
---1201.06 --..-,
Tolal Cre(iils (A t B t C) (2) 24021. 21
3.
InleresUPenally il applicallle
O,lnleresl
E. Penally
_.___....IL.
Q....--..
5,
TolallnleresUPenally (0 t E) (3)
if line 2 is grealer IlIan line 1 t line 3, onler Ihe difference This is Iho OVERPAYMENT,
Check box on Page 1 Line 19 to requtet e refund (4)
If line 1 t Iino 31s grealer Ihan IIno 2, enlor Ihe differen:". This Is Ihe TAX DUE, (5) 622.48
A, Enler the Inleresl on Ihe tax due. (SA) 0
8. Entor Ihe lolal of Line 5 t 5A. This is Il1e BALANCE DUE, (58) 622.48
Make Check Payable to: REGISTER OF WILLS, AGENT
"'1111'- ..II IUlIIllU UJLI
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a transfer and: *Except as incident of joint owner- Yes
a, retain the tlse or income of the property transferred; , .... ....,ship......... 0
~, retain the right to designate who shall use the property Iransferred pr lis income;, '...... 0
c, retain a reversionary InleresC cr.. .. ".........,..,..... ........... ...... .....0
d. receive the promise for life of either payments, benefits or care? , ...........0
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 deC6dant transfer property wllhin one year of death without
receiving adequate consideration?.. .... ..... ....... ..,....,....,.. ....,.......... ......... UiI
3, Old decedent own an "in trust for" or payable upon dealt, bank account or security
at his or herdealh? ..................................,. ....... .............. ..,.. .. [J
4, Old decedent own an individual retirement account. annuily, or otller non-probate property?.... 0
o
4,
': dFt'~. '" "1.'.,,,,~ 'H,_ "":".< ",,-,~,,"
No
[K] *
[K] *
IBJ *
IBJ
o
IX]
IX]
IF THE ANSWER )'0 ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
':P.i'i~_!fl~
72 P,S, ~9116 (a) (1.1) (I) provided for the reduction of the tax rate imposed on the net value oltransfers to or for the use olthe
surviving spouse from 8% to 3% for dates of dealh on or after July 1, 1994 and before January 1, 1995,
72 P .S, ~9116 (a) (1,1) (Ii) provided for the reducllon oflhe rate imposed on the nel value of transfers 10 or for the uae of the surviving
spouse from 3% to 0% for dat~'s of death on or after January 1, 1995. The slat ute does not exemp! a transfer to a surviving spouse
from tax, and the statutory requiremems for disclosure of assets end filing A tax return are sllll applicable even if the surviving spouse
Is the ollly beneficiary.
~'!F 4'\\"'0 " ,'~"'i fi;t _' .~l"'t:l.tt;;-1.~." '1f<\')~", 'J.F'iJ~!.I'~.. .
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an "x" in the
appropriate space.
Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or hsr entire
lifetime? Yes [I No ~
if you answered yes to the above question, the tax on the trust or similar arrallgement is postponed until the death of Ihe second
spouse, at which time II will be fully taxable al the rate(s) applicable to the remainder beneficiary(les), Enter the value of the trust on
Schedule J, Part II, in order to remove it from the calculation of Ihe tax due in this estale. You may wish to file Schedule 0 In order 10
make the election evailable under Section 9113. if the election Is mada, the trust or similar arrangement Is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicablfJ to the remainder beneficiary(ies). If you choose to make the election, you must
attach Schedule 0 to a timely.filed tax return, along wllh Schedule(s) K And/or M in order to sllow the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies)
MV.itotU(I(l.I1)
'*'
SCHEDULE F
JOINTLY -OWNED PROPERTY
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
. T T
ESTATE OF
Pearl K. Shambaugh
FilE NUMBER
21-97-801
K.n ,...t was m,d. joint wtthln on. Y"' of Ih. d...d.nt'. dll' 01 d..th, n mu,l be "ported on S.hedule G.
SURVIVING JOINT TENANTIS) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Larry L. Hair
50 Old Mill Road
Dillsburg, PA 17019
Friend
B,
c.
JOINTlY.OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY %OF DA.TEOF(\EA.TH
ITEM FOR JOINT MADE Include name 01 financlallnstitullo1'l8l\d bank account number ()( similar klenlifylng number. Attach DATE Of DEAHl DECO'S VAlUE OF
NUMflER TENANT JOINT deed for loInUy.Mtd foal estalfl V4LUE OF ASSET INTEREST DECEDENT'S INTEREST
1- A l2/5f';6 Premium Plan Interest Checking Account #
50-7002-6321 in PNC Bank
Balance @ Death $ 7593.35 50% 3796.68
Accrued Interest to Date of Death 1.72 50% .86
TOT AI. (Also 8flter on line 6, Recapltulallon) $
(If more space Is naeded, Insert additional sheels otthe same sizo)
3797.54
101"'11'''''''''*
COMMONWEALlfI 01 PENNSYLVANIA
INHEHIIANCI 1M HI'IUHN
H' 'I' OCT I
SCHEDULE H
FUNERAL EXPENSES & .
ADMINISTRATIVE COSTS
-
FILE NUMaEA
21-97-801
ESTATE Of
Pearl K. Shambaugh
_______._____.__.__.._n ..___....,_________._.~~__..._..._".,._~_~~__..__.___~_'-.----.----------
Debit of dtc~...n~".l~~t bl r.p~!d...~.!ched~'_'_~_.._~~.._._~~
ITEM
NUMBER
A
DESCRIPTION
._..___~_._.___.__._.___.__.M_'____
t
2.
FUNERAL EXPENSES
Myers Funeral Home, Inc. - Funeral
Gingrich Memorials Monument
Expense
B, ADMINISTRATIVE COSTS:
1. Pe"on.1 Repr.sentali,e's Commi.slons
Name of Pernonal Reprasentall,e!'1
Social Sacun~ Number!.) I EIN Numoor of P.rnon.1 R.pr..ent.ll,e!.)
St"et Address
City
--Sllote
Zip
2,
3,
Veao.) Commls.ion P.ld
Marney Fees
Family e'emptlon: !II docodenl'. addr.", is notlhe same as clalmanl's, allach e'planallon)
Claimant
Slreet Addre.s
CI~
Relallonshlp of Clalmanllo Oecedent
Sllole __Zip
4,
Probale Feas
6.
Accountant's Fee.
6,
Tal Retum Prepare!i Fees
7,
B.
9.
10.
11.
12.
13.
14.
15.
Register of Wills - (2) Short Certificates
The Sentinel - Executor's Notice
Cumberland Law Journal - Executor's Notice
Register of Will.';! - (l) Short CertIficate
Postmaster - Certificates of Mailing Notices(Rule 5.6)
Joseph James Jewelers - Appraisal - (2) rings
Register of wills - I'iling I'ees (PA Inheritance 'rax Return and
Inventory)
charlyn Y. Guerriero - Notary I'oes
Reserved for filing )pirst and Fini'll Account, Certified Mail,
Recording Releases
TOTAL !AISO onler on line 9, Recapitulation)
. -
(II more space Is needed, Insert andilional sheets 01 the same silel
AMOUNT
$ 4710.00
1093.17
3550.00
211.00
6.00
I,.
56.76
60.00
3.00
10.44
63.60
25.00
20.00
150.00
$ 9958.97
'.' ,
!It'rlSUE(.(11/)
~.k
SCHEDULE I
DEBTS OF DECEDENT,
MOBIQAGE UABlb!!~!t & L1~!,,, -".~-
FILE NUMBER
21-97-801
,------'"
COMMONWEAlHl Of PHlNSYLVANIi\
lWkHlrANCE lAX fltTUHN
""EsTATE OFJ<LSUJfNI DfCI'pENl ," ..'."
--"""'".,~~
~.-
_~!..... K. Shambau9h-..._,__------...--c.
Include unrelmbur.ed medica' expense..
ITEM ._--
NUMBER
1.
DESCRIPTION
AMOUNT
!'lone
-
!'lone
\
I
i
I
\
I
I
I
i
I
I
I
i
-
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, Insert addltl~nal sheets of the same size)
None
--
-
COMMONWUllH 01 POINSYl\'ANIA
DEPARTMENT OF REVENUE
SURF.AU OF INOIVlDUAl TAKES
PEPT, la0601
tlARRIUURG, PA l1ll."OUI
*
INFORMATION NOTICE
AND
TAXPAVER RESPONSE
FILE NO. 21 97-0801
ACN 98101608
DATE 01'20-98
~Hol~.1 (' ." II '''1
EST. OF PEARL K SHAMBAUGH
5.S, NO. 178-16-1955
DATE OF DEATH 09-17-97
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IxJ SAVINGS
o CHECKING
o TRUST
[J CERTlF,
llll LARRV L HAIR
50 OLD MILL RD
DILLSBURG
REHIT PAYMENT AND fDRHS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PA 17019
PNC lANK hat prololld.'; the Oepartllllnt with th. Inforlllatlon listed belolil which has bun utlld In
oalculatlng the potential t~~ dUI, Their record. Ind\cate that at the death of the abolole decudent, yoU were 8 Joint o~ner/b.neflclarY of
thll account. If you f..1 thh Inforlll!ltlon h Incorrect, pl...e obtnln Iotrlttln correction frolll the financlfll Institution, attach a copy
to this forlll and return It to the above addr..., This account 11 taxable In accordance with the Inherlt^nce Tax lawl of the COllllllonweelth
at P.nnlylVlnAe, ~ue.'10n' llIay bl answ.red by calling {III) la7"SiZ/.
COMPLETE PART 1 BELOW . . II SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5000959855 D.t. 08-26-97
Est.blhh.d
To In.ure proper cr..dlt to your account, two
(2) caple. of thl, nottcl llIu,~ acco.pany your
paYllllnt to the Reghter of "'11 Ill. "akl check
payab~e tal "Regl.ter of Willi, Agent",
Account Bohne. 16,064,14
P.rc."t To..bl. K 100 . 00
A.ount Subj.ct to ro. 16,064,14
T.. R.t. K .15
Potontlol To.Du. 2,409.62
PART TAXPAVER RESPONSE
[!] r FAILURI TO RISPOND WILL RISUL T IN AN OFFICIAL TAX ASSESSMENT lASED ON THIS NOnCI I
..
HOTEl 1f t~~ payMent, are ~ad. withJn thr.e
(31 lIonthl of the decedent's date of death,
you .ay deduct it !i% discount of the ta~ due',
Any Inheritance tax due will beco.. delinquent
nine (9) .onths aftlr thl datI of dl3th.
[CHECK ]
ONE
BLOCK
ONLY
c=J The above Infor.atlon and ta~ due II cotreet.
1. You lI.y chao.. to r..lt paylllent to thl Regllter of Will. with two COp\I' of thl. notice to obtain
a di.count or avoid lnter..t, or you .ay check box "A" and return thll notlce to the Register of
Willi and an offlc1al al.I"lIlnt Iotill be Issued by thl PA nlp,rt.ent of Rlvenue,
a. c=J Thl above as.et has be'n or will bl reported and t&~ paid with the Pennsylvania Inheritance Ta~ return
to be filed by the decedent., repr..entat lve,
C. ~ The above lnfor.atlon Is Incorrect and/or debtl and deductlonl wlr. ~~ldPY you.
You IIIUlt co,plete PART 0 and/or PART ~ below. see Attall.,;.ued
If YOIJ lndic.t. . differ.nt .t.x rat., pl.... state your"
r.lationship to dacad.nt.
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
T_X RETURN - COM~UTATION
LINE 1, O.t. E.t.bll.h.d
2. Account I.l.nea
5. Parcant r.x.bla
4. A~ount SUbject to T.x
S. D.bt, and Deduction.
6. AMount '.x.bl.
7. T.x Rat.
a. ....)( Dua
T^X ON JOINT/TRUST ACCOUNTS
~
PAD
1
2
3
4
5_
6
7
8
CLAIMED
-
OF
1
2
5
4
5
.
7
8
~
PART
I!J
DATE
~S AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
J
TOTAL (Enter on Lina 5 of r.x Co~put.tlon)
Und.~ p.n.ltl.. ~1 p.~ju~~, I decl.r. th.t ~h. f.ct. I
~.:"P.l.t. to th.(~,.t of .y kno~~.dg. .n~~ll.f.
'-.:::J(\)\J\,~ I" -,>. J:\(\,I ,\ C/f~It\)li.)'\
TAXPAYER !l-l,~ATUR'i"' --
I
.
cprr.ct .nd
\.~")~
~-~
,"..*"~_~....... till
-".di'
'tIi . 'B'
I .
j ~
(. 'm ~
] ~ <: It
8 \}- \'>.. .
~ . - , t<: 0'
~ ~ ~ \, '- ] U co
'- ClI
co '. - C1 "': ~ -j
~ ~ ~ z co
l'1 U co Vl
'~
i ~
" ;~ ~
~ ,
8 . <
~ I' . Ie: ())
~ : H co .
. ()) ~ ~ rl ~ I
Ie: co \ . aJ
\<l
;:;l U <Xl Vl PI
.r.:
~ 8'
~ ~: i ~ I. In
(. ., .~ (to
I~ ~,~ ~ 'v) III ~
,\,Il< In . . .
()) 1'1 l' ~~>-l t-1 ll\.
NBI .
I'l iN ~ I
8'm H (to
0 ll\ I
.a~ ~~~ ~
H
0 Vl
IS
l ~
8rl :gijtj )- i ~
-.. .c:
i~ roHi I'l
'hll< H ~B'
. I B I j! ~ fdj
~'! ~ ~
I~ H
Vl
I I 1 j I ~
~I ~. I~ I
:~ I~ UMihU
~~
! ~ ~ J. 1. ~!
~ ~ ./
I-<
.
. '
GENERAL INfORMATION
1. PAlLUNE TO RESPOND WlLl "nUll IN AN OFFICIAL lAk ASSESSHf.NT with ltl',lllelllll. Iflter"t. baud IIn InforMlftlon
.ub.",.d by thl fln,nol.l Inl"tutlo,\,
2, lnnerltlnClI '1M blea... d.lln~u.", nllll ,'UIfIUlt "Ihr thl dlced.nt'. dAtI tit d."th.
), A joint Iccount I. tl)(ftbl. Ivan though thl dl':ldl"t', 1\l'1.1 .11. lidded .. ""ft\111' of cOIWlnllntl.
Ct, Acoounts llnc:lIudlnu thou h.ld b.tWI.n hlnlllmll ,.IId wlf,l Wtlll\I\ ,". dICldl!,t 'IUt In Jlllnt 11"..' within 111\1 Ylllr 'Hlol' to
d..th .1'1 fully tlf)(lbl. .. trln,f.rt,
!i, ActDuntl ..hblhh,d Jointly lllltw..n hu.bltnd And wlh 1I0ra ttllt" IInl ..,lIar 1II'Iur to c1."", II'I nrJt ",)(,,1111,
6. 'ceoun" held by II dlCldlnt "In HUI' 10'" 1I110th.r or oth.r. 111" lulttJllI fully.
REPORTING INSTRUCTIONS - PART
TAXPAVER RESPONSE
1. !lOCI( A - If thl Infor...tlon "no COMputet Ion In the notlca .ra corr.ct "nrt d.ductlons 8r. not blllng clrtllll.d, pll,Cl" ,,11 "II"
in block ..... of Part 1 of the "raMpay.t Rupon.." I.ctlon, Sign two copl.. "tld sub.H th.. with ..,nur ch.ck lor tho ....ount of
hN to tha Rlght.r of willi of the C()tjllt~ lndlcllt.d, TlI. I'. O.,llIrtlllllnt of R.....nu. wlll lUll. Itn offllllal a.......nt
(forM REV-1S48 [10 upon r.cel",t of the return frOM the R.ght.r of wllh,
2. IlOCI( 8 . If the IItlet IP.clfled on thll notice has blllln or will ba reportlld IInd t"lC ""Id w1th thll 'I.nn'yl....nl. Inherlhnc'
TIllC JI.turn fll.d by the dllc.dllnt'. r.pr...ntlltl..... plnee nn "II" In block "1\" of Plld I of the "lft)(I1Ily.r R..pon.... ..ctlon, Sign ona
copy and return to the ".. Ollpllrtlllllnt of R.v.nu., Ih.Jrellu of Indlvldulll1 TrllClII, Ollpt 7.80&01, llarr!sllurg, PA 11118-0&01 In thl
.nVl10p. pro...ld.d.
S. 1l0el( C . If thl not Ie. Inforll.t1on II Incorract andlor d.ductlon. are b.lng chlll.d. ch.ck block "C" IInd cOllplet. """ts ? "nd S
aceordlnv tll the IIl'ltrudlnn. halow. Slqn two cop Ie. and !lub.lt the. with \lour ehfilck fllr the tl.aunt of talC ''''I'IlIble to the R'Qht.r
of Willi of the county Indicated. The PA O."artllllln\ of Ra\lllnua will lUll. an oHlcl,,1 IUlunllnt (forM RPJ-lli4A (III upon r.ulpt
of the r.turn frn.. tha R.glltll' of Willi,
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
1. Entllt thl dllta the account orlg1n.lIy wal utabilshed t)f tltl.d In the ..nner eIlllUng lit datil of de"th,
HOTEl For a d.cedant dying after lU1UBll Accounts which the decedent I'llt In joint nUlls within one (I) ~8IIr of d.ath lira
ta~abl. fully III tr'm,ferl. ttow.....r, there I. IIn .lCclullon not to IIlCend $.5,000 pllr tranlferllll nlgllrdle.. of thfl wll1u, of
the ac~ount or the nUMb.r of lI~countl h.ld,
If. doubh alte"lsk (11M) appears before your flrlt nllN. In the !'1I111rllu portion of thl. notice, the B,OOO I)(CIUllon
alrUd'll ha. b.en dllductld fro. the IIClcount balanclI III rlllllorted by the flnllnclal Inltltutlon,
2, Ent.r thl totlli bahnu of thlll IIccount inclUding Inter.st accrued to the data of d,ath,
S. Th. p.re.nt of the account that Is t"lCllbl. for Gllch suryi\lor Is d,te,..ln.d II' follo"l:
A, Th. p.rc.n"t ta)(able for Joint f1..,t. estllblished Mor. than on. y,ar ",rior to the dllcedent'l duth,
I DIVIDED BV TOTAL HUHIER OF
JOINT OWNERS
EN..pia, A Joint IISlat r.glst.r.d
fJlVIOfO "'" TOUL HUM8ER Of. I< 100 . PERCENT TAlCABlE
SURVIVlflG JOINT OWNERS
In th. na.e of the d.e.d.nt and two oth.,. p."lonl.
1 DIVIDED BV 3 (JOINT OWNERS) DIVIDED BY 2 (SURYIVORS) . .161 )( 100 . 16,1% lTAIIABLE fOR EACtl SURVIVORl
t. lh. plrclnt taNabl. for IUI'ts cr.llhd within on. ..,lIlIr of th. decedent', duth or IICIlOuntl own.d by tha dac.d.nt but h.ld
In trUlt for .nother Indl...lduaUsl (tnlst b.neflclarlul:
1 DIVIDED IV TOTAL HUMBER Of SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
I< 100 . Pf.RCENT lA)(AllE
EM..phl Jtllnt account regllterld In the nll.1I of th& d.cad.nt find two othar p.rson. and ..tablhh.d within onl year of dll.th by
thl d.c.dllnt,
I DIVU'iED IlV 2 (SURVIVORS) . . SO lC 100 . 501: lTAKABLE fOR EACH SURVIVOR'i
4. Thll ..ount lubjlet to till tlln. 4) Is dat.r.inld by lIultlphlng the account bllhnce Clln. 2) by the perunt taMabl. Cllnl !).
!;, F.nt..r the total of the d.bt. and dldue;Uonl I Istld In P.rt 1.
6. Th. ..ount tlll.bl. Ulnl 6) Is dltlraln.d by ,ubtrlllctlng the d.btt and dlductlonl <1 In. Sl fro. the ".ount .ubject to tiN (1 In. 4).
7. Ent.r thl app"oprlate ta~ "at. (11nl 1) .1 d.t.rlined below,
A. For dat.. of d'lIth oecurrlng after 6/30/94. the tall tl'lt.. for tranlflrt to .pOUtll lira lit follow'l
I. Oat.. of death on or flfter 711/94 and before 1/1/9S thl rate II 1%,
2. Dllt.. of d."th on or aftar 1/l/9S transf.rs to 'POUles will bl talC.d .t 01: telC rate.
Notl' For dat.. of d..th prior to 111/94 transf.r' to spoules ar. tlllabl. lit 6%,
B. Transf.rs to Ilne.l dlsc.ndflnt. inclUding father, loth.r, Ion. daugnt.r, grandchlldr.n, son'in'i.~,
daughter'ln~hw, st.pchlld and th.lr l..uI arl ~a)(abl. lit 11M per cant (61:1.
C.' Trantflrs to 1111 oth.r, Including broth.r. sllhr, unci.. lIunt, nephew and nl.c. are talCl'lbt. lit flft..n p.rcent <15;0.
D. If YO" I.lhanlll the tall rat., pi"".. sp.clh your reh\lon'hlp to the dec.dant In the area provldad.
.. Thl ..ount of tON dUI (1lne I) is d.terlln.d by lultlplYlng tha aMount tftl(lIbl. (lIne 6) by thl hlC rate (lJn. 1),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable dabts .nd deductions IIr. dat.rlllned HI 'OUOWIl
A. you IlIgllly ara rlllPonslbl. for pay".nt, or thl ..t.t. .Ubj.ct to adlllnlltrlltlon by a personal r.pr...ntatlvI Is Inlufflcllnt
to pay the d.ductlbll It..,.
I. You actu.IIY paid tha d.bh afh,. d..th of the dlc.dent Md can furnllh proof of plly.ent.
C. Dlbts bllng el.i.ad .~.st b. 1t,.llIId fulh in part I. If IIddlUonal spau II n..ded. Uti phin pap.r . 1/2" N 11". Proof of
pay..nt .ay b. requ.st.d by the PA Ollpart.ent of R.....nue.
TAXPAVER ASSISTANCE
IF VOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 707-8327. TOOt (7.7) 772-2252 (HEARING IMPAIRED ONLY)
~ .
l.)
.A (!c,' Ic~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIYISION
DEPT, ZI0601
HARRISBURO, PA 17121'.0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT Of TAX
08-31-1998
SHAMBAUGH
09-17-1997
21 97-0801
CUMBERLAND
101
[:-'.~~unT:~"med __:J
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 ~
iii"V: iiii'-E;( "Af:iQ'CIF97T" NiiTicE--liF -YNHEiiifAiicE- T"A'X" A"PPRA ISEifiN'f; -Ai.l"liwAiicE - iili'-" - -"- no -- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PEARL K FILE NO. 21 97-0801 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBI!:R
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Exp.n.../A~. Costs/Hilc. EKpansa. (Schedule H)
10. Debh/"ortgege Liebill tie./Lien. (Schedule 1 I
11. Totel Deduction.
12. Net Value of Tax R.tu~n
13. Charitable/Govern..nt.l Beque.ts; Non-eleoted ql13 Trust~ (Schedule J)
14. Net Velue of E.tete Subject tc Tex
If .n .......ent wa. 1.sued prev1ou.ly, line. 14. IS and/or 16, 17 and 18
reflect figure. that include the total of ~ returns ...e..ed to date.
ASSESSMENT OF TAXI
IS. AMount of Line 14 at Spous.l rat. CIS)
16. AMount of Lina 14 t.xable at llneLI/Cl... A rat. (16)
17. Aoount of Line 14 texeble et Colleterel/Cle.. B rete 117)
lB. Prlnclpel Tex Due
WIlLIAM L SUNDAY ESQ
STE 1
39 W MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF SHAMBAUGH
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Reel E.tete ISchedule AI
2. Stock. end Bond. ISchedule BI
5. Clo..ly Held stock/Partnership Int.rest (So"edul. C)
~. Hortg.g.I/Not.. Receivable (Schedule D)
5. C..h/Bank Depo~ltI/Hl.c. Par.onal Property (Schedule E)
6. Jointly OWned Property ISohedule F)
7. Tranafars (Schedule 0)
8. Total A...t.
NOTE I
TAX CREDITS I
PA Y"ENT
DATE
12-15-1997
05-29-1998
RECEIPT
NUHBER
AA242552
AA270148
DISCOUNT 1+)
INTEREST/PEN PAID (-I
1, 201. 06
,00
) CHANGED
11)
12)
13)
141
15)
161
(71
.00
. o I!..
,00
.00
71.108.84
3,797.54
99.343.84
IBI
(
*
19)
110)
9,958,97
UV,II't1I1U'm.'ll
PEARL
K
.00
Ill!
(12)
1131
(14)
,00
.00
164.291.25
X .00.
K .06.
X .15.
(18)
DATE 08-31-1998
HOTEl To in.ure proper
credit to your account,
lub~it the upper portion
of this for. with your
t.)( paYHnt.
174.250.22
Q.9'iA Q7
164,291. 25
.00
164,291,25
will
,00
,00
24.643.69
24.643.69
TOTAL TAX CREDIT 24.643,69
BALANCE OF TAX~UE ,00
INTEREST AND PEN. ,00
-~ -
TOTAL, DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AHOUNT PAID
22.820.15
622.48
IF TOTAL DUE IS LESS THAN .1. NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU "AY BE DUE
A REfUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,I
Fit',
HI"
'Jl
'98 fllJl) 28 P? :(JU
CI~'IL
CUIllV
, 1)/\
RESERVATION'
btatn of dtc'.flh dYing on or bI4ore'08C8ItberlZ, 1geZ -~ Jf .oy future int.r..t in the .u.t. h transferred
In pO.....lon or .nJo...nt to CI... · (oollet".,) botn.Il.I.rI.. of tn. ..o.don. .ft.r tho ..pll'.Uon of on. ..t.t. for
111. or fo, '..", tho Co..on....lth "'.b. .'P,..... r...rv.. tho rlUht to oop,.I" on. ...... tronll., .nherlt..... ,....
It the lawful CI... II (coJ.1atlroll rillt. on any luoh future Interest.
fl\JRPOSE OF
NOTICE I
To fulfJl1 the requlr'..nts of Seotlon 2140 of the Inh.rJtanoe and Estat. T.~ Aot, Aot 21 of 1995, (12 p,S.
Seotton 9140).
PAYMENT I
D.t..h tho top po,Uon of thh Hollo. .n. .u..lt wlth YOU, P....n. to 'ho R.Uht" of WUI. print.. on tho "..". .Ido,
~~"u;. chclok or "oney order payable tOI REGISTER OF HILLS, AGENT
REFUND eeR);
A refund of ft tax or.dJt, Nhlch liIdS not requested on the Ta)( Return, .ay be roque,ted by co.p.let!ng an "AppUoaUon
for Refund of PennSYlvania Inheritance .nd Estat. Ta)(" (REY~1313), APP!JcatJuns ere avaUable at the Office
of the Regi,t.rof Wills, any of the 23 R.venue District Offic.s, or by calling the 'peclal 24-hour
.",,,erlng ..rvlce nUllb.rs for for.. ord.rlnG: In PennSYlvania 1-300~362-20S0, outsld. PennSYlvania INld
"lthJn local Harrl.burg are. (717) 787~a094, TOO. (717) 772-2Z52 (Hearing lap"lred Only).
OIJECTlONS I
Any party In Intera.t not .atlofJed "Uh Ule appraise.ent, 8110"ano. or dlsallowanc. of d.ductions, or .u.....nt
of tax (Including dhcount or 10t.re.U as sho"'lon this Notice aust Object wJthio sixty (60) d.y. of receipt of
this "'oUee by:
ADltIH
ISTRATIYE
CORRECTIONS.
uwrltt:.n prote.t to the PA Depart..nt of Rev.nuII, noard of App.als, Oept. 281021, Harrisburg, PA )7123411)21, OR
--eleotlon to h.v. the ..tt.r d.t.r.in.d at audit nf the aoc~unt of the personal r.pr..entattve, OR
--appeal to the Orphans' Court.
DISCOUNT.
Factu_! errors dhcovered on thh .....".nt Ihould be .ddresud in writlnp. to: PA n.part..nt of Rev.nue,
lur..u of Individual 'axes, ATTHI Post Ass..s..nt R.vie.. Unit, Dept. 280601, Harri.burg, PA 17128-0601
Phone (717) 787-6505. S.. pago 5 of the bookl.t "Instructions for Inheritanoe TaK R.turn for. R..ldlnt
Dec.dentft (REV-ISOI) for an .xPlanatlon of adalnistratlv.lY correctabl. errors.
PENALTYl
If any taK due i. paid "Ithln three (3) oalendar .onths after the d.c.d.nt's death, ,. five p.rcent (5%1 dl'count of
the t.x P.id is .llowed.
IffrERESTI
The 15% t.x une.ty non-pllrtlclp.Uon penalty is oOlputod on tho total of the tel( and Jnt."..t .......d, end not
paId b.for. January 18, 1996, the flr.t day .fter the end of tho t.K aMne.ty period. This non-partioipation
p.nalt.y is app..alable In tho .... ..nner .nd in tho the sallie thl. period a. YOU would appaal the taK anet Int.re.t
that ha. b.en .......d a. jndloatod on this notice.
Int.rut I. charged b.glnning with first cllly of d.linquency, or nino (9) Ilonths .nd Olle (II day froa the date of
Math, to the date of paY.lnt. Tall.s which beca.. delinquont b.fore January I, 1982 bear Intere.t .t thll rate of
.iIl (6%) pero.nt p.r annUlll calculatod It II dalh rat. of .000lM. Ail tal<u whioh beo... delinquent on INld aftar
Jlnua,.y I, 1982 wlll baar intlr..t It II ratfl whloh wUl vary fl'oll calendar year to calenda,. y.ar with th"t rate
announc.d by the PA Depart..nt of Revenue. The applicable inter..t rates for 1982 thrOUgh 1996 .1'.,
a'!! Int.r..t Rat. D.Uy Int.r.lit Faoto,. !!!r Intorest Rate DailY Inter.st Faotor
1982 20% .0005411 1987 9% ,000247
1983 16% .000438 19a1l~1991 11% .UOnOl
1984 11% .000301 1992 9X .0110241
19'5 13% .000356 1993-1994 7% .000192
19" 10% .000214 1995-1998 9Y. .01)0247
hIntarest i. o.lout.ted .. follON.1
INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-"Any Notice i..ued afte,. the tax beODe'1I delinquent liUI reflect .n lote,'..t o'loulaUon to fJfteen (15) d.n
beyond the date of the ........ot. If pav-.nt Is .ade .ftor the int.re't o~utation d.to shown on thll
MoUoe, additional Interllt au.t be caloulated.
/~ ~ ";;;0-5' 1'.:2./
0-.1
COMMONWIALTH 01' I'ENNSYLVANIA
COUNTY 01' CUM'E.LAND
!
I
"I
[,an:)' !lair ..~___n.n.
JI\(Qrl1 .. according 10 law, dnpolOl ond uY' that he nlll...l:illllcutQt".._..._.. .-.-
0' Iho E,hto 0' _ J'~l\t;L~!~!.t!a!1tJa.\.!9IL ....... .n .--.--.--
lele 01 Monroe Township . ., Cumberlend County, Pa.. deceated end that the
wllhln Is an Inventory made by . hiln_._, the laIL.I!;l\.I1c:.\!.!;c;n;:______ ..
01 Ihe enlire ..late 01 uld decedenl, conlllting of .11 iho p.rson.1 prop.rty end rul ..t,Ie, except r..1 eltate ouhlde
Ihe Commonweallh 01 Ponnlylvanla, and Ih.I Iho ligur., 01'1'".110 onch IIem 01 Ihe Inventory reprelent II'" hlr value
U 01 I"e d.le 01 decod.nl', de.I",
Sworn ..J;Q__ and ,ub.cribed bolore mo,
/./
(M~VI' /----.-.-n.-:r;--'i'C1lL-19 JL__
.' . / J tl'., ,( / . - '~-___ j
.~-1l.{~'-Lt:, ,jl i\~7,,-- \.'-"/['.~~~l~
l ",...,40~~':":'_.":~":';"::':'~ .
C', ...'-.,., I.'''I"I!'I
,_';l ".;_.P-, i',IH.:;,,':;,','
i..-l-:':"i-I:i!~;';;~,_~, ":.' -, .~- n, - ---;,.:- -'---'_"""_._~
- . '" ",J ,1','.'1-: !d.l,! (ll f'if)I~IIIi.'9
U~~~~~1Iii'---
.._.~o O!cLC>1.li.! _~CJ.lId.__ _.____.___
._____..__~i}.lsbu.r\l_'__PA 17219.._________..._
Add""
of Death .. .__ .......u _ _ _ _._..__.._._____.._September----....-..--. .____1997__
Day Month V..r
INSTRUCTIONS
An Invantory mUlt be flied within I"reo monlh. aller appolntmenl of porsonal reprelentatlve.
A ,upplomonl Invenlory mUll be IlIod within thirly day. 01 di,covery 01 additional....".
Additional .hoo" may b. allachod al to personalty or realty
See Artlel. IV, Flduelarl.. Acl 01 1949.
~ .... 1 I
~
~ ~ j 0. ~
'd ~
"- ~ u .
0 ~
0 w w 0 '" "
~ ~
!z iE "- C/J ~ ... c
-' LL ~ ~
~ 0 0
LL -' . "- ~
W 0 < i<: i
> ~ ~
Z j
Z 0 0 c .
~
- al z II '"
0
Z < :E: ;It
"- "0 m
c
~
... ;;: 'M
0 ~ ~
..Q 1 ...
~ E 0
... ;J:
~ d it :
-'
Inventory of tho relll and personal os tate of
. l'eal:1 K. ShanbaUQh
deceased
-------.._.~.__.,...._.,,' ,..... ..
-..,.....~~--~---------
---+--"-'--'---.--- ___c'~<~r'_;'~:',-;:. ._n_'.::;:'';;-~--:::; _nu~ ...
PBRSCIW. PROPI!R'n:
1. Premium Plan Money Market Account 150-0095-9855 in PNC Bank
Balance on Date of Death
Accrued interest to Date of Death
2. . Certificate of Deposit *31??oo97845 Issued by PNC Bank on Auguet 1.8,
1997
Balance on Date of Death
Accrued inter.est to Date of Death
3. Certificate of Deposit *31300098775 iSBued by PNC Bank on August 18,
1997
Balance on Date of Death
Accrued interest to Date of Death
4. Amari Gas - Refund (Propane Gas)
5. Bell Atlantic - Refund
6. Country Meadows of West Shore Campos - Refund
7. Keystone Health Plan Central - Senior Blue Premium Refund
8. Quantum Imaging - Refund
'IDl'AL PmlSCI'olAL PRCI'BRTY
REAL FSl'ATB: None
Recapitulation:
Personal Property
Real Estate
$71108.84
o
Tal'AL PROOATB FSl'ATE
$71108.84
19044 13
20 01
25000 00
106 16
25000 00
118 90
163 02
5 27
1429 35
25 00
197 00
$71108 84
'._._n_
RELEllSE
Distribution of the balance in the hands of Larry flair, ExecutQr
under the Last Will and 'l'estament: of Pearl K. Sharrbaugh, late of the 'rownship of
Monroe, County of Cumberland and State of Pennsylvania, as shown by rl'he First:
and Final Account of said mxecutor, confirmed by the Court of ConlOOn Pleas of
Currberland County - Orphans' Caur.t Division, on October. 13, 199B, and Release of
the Legatees and Distr.ibutees of said decedent, to said Executor hereto
attached.
IlALlINCE FOR nIB'I'RIIlm'IOO lIS PEn SAID ACC<Ul'I'
$58,902.62
DIS'l'RI1ll11'IOO AND I\WAlID P~::R SAID A<:.'CaMr
. ,~
'10: steven M. Carr, Trustee for the Bankr.upt ~ J \, .' . ...\ ::'J
~ i', ,t, ,',.(',
Estate of Norna Cross - One-fourth 0/4) $ 14,725.66 I." rl
TO: Larry Hair - 'lhree-fourths (3/4) 44,176.96 ~ - :
'lUl'AL DIB'lRIIll1l'IOO PER Ae<nMl' S 58,902.62 '.:J
WIIEREIIS, a statement of Proposed Schedule of DistributiQr1 of said
balance, as above set forth, was approved and confirmed by the Court',qf Cornn6n
Pleas of Clllrbedand County - Orphans' Court Division, and the said Accountant
was directed to distribute the same in accordance therewith.
tu'/ I\tUi Ar,L MFN BY 'l'llFSE PRESENl'S, that we, Steven M. Carr,
'l'r:ustee for the Bankrupt F.state of Norma Cross, Norma Cross and Larry Hair, the
residuary Legatees and Distributees under the Last will and 'restament of Pearl
K. Shambaugh, late of the Township of Monroe, County of Ounberland and State of
Pennsylvania, Deceased, do hereby declare and say that we, and each of us, have
examined the foregoing Schedule of Distribution and do hereby acknowledge that
we, ,and each of us, this day have had and received of and from Larry Hair,
Executor of the &'3tate of Pearl K. Shambaugh, the cash set opposite our names in
the above stated Schedule of Distribution, and the additional sm, set opposite
our names in Schedule "A" attached hereto, in full satisfaction, payment, and
discharge of all such SUlll or sums 6f money, share or shares, purparts and
dividends which were due, owing, payable and belonging to us, and each of us, by
any means Whatsoever, for or on account of. our, and each of our, full share,
part or dividend of the Estate of Pearl K. Shambaugh, deceased, as given and
confirmed to us by the said Schedule of Distribution.
AND ~, we, Steven M. Carr, 'l'r:ustee for the Bankrupt Estate
of Norma Cross, Norma CJ:oss and Larry Hair, qo by these presents remise,
release, quitclaim and forever discharge the said Larry lIair, his heirs and
assigns, of and fran our, and each of our, said share 0[' dividend..q of the Estate
aforesaid, and of and from all actions, suits, payments, accounts, reckonings,
clain5 and demands whatsoever, for any by reason thereof.
,
-." '-~0--"'..r,t!~~;,
" "~,,
..,,'
'. -'f .
,_'I _'II" I ,~,
~' ,--, 4: \:.\- I;
"~'~ ';''''' "".11 ,/ '," P,""',' I,' "'1~ ."lrn;')'f.I\'h ,''''(
} . tIl-,! ft\I!j'J' . I" j. l'~' ,~'f...<i~~~ 'I 1 ' ~'ll- I'
. r I 'j ~ , . \' I , ",. , ') " , , !
I, ~~l,;tr',~:\~ )"11/'\~"'" II ,..:>.tt },~,. , 'I~ '~, "/J!tJ't'f'\,btlj\~iJ.,I.,,/, ,,'
,j ',' ,r; Iv ,I', , ,r