HomeMy WebLinkAbout80-00490
,,\~;~:~'.,
"':,,
'~:l!,.
\""". ,;;-
\b:\;i:",
~;;:(
~,'
"
.'....
\,.',
i
I
,"
III
H . !
~ >- .
~ ~
Eo4 ..
I 0 !
~ ,
I ~ .
.
. Il:t
0 p:; ~ ~
~ m
..
-
Q 0
00
. ~
-
roc - ~
III
. 1:
0 LLI
Z
No, 21-80 490
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of Lee R. Sheaffer
, deceased.
Mary E. Lewis
To ill i:t3l:Kml1xl!l<x)\\mOOI(SOO, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvonia,
IS
Petitioneds) 000< the execut.Qr named in the Last Will and
Testoment of Lee R. Sheaffer ,dated June 11. lQ7S
Decedent wos a citizen of the United Stotes and a resident of
Township
East PennsbDrD iWl'W~ Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on
Thursday
the lOth
doy of Jul v
A. D. 1980 , in the County of Cumberl and
Stote of
Pennsylvania at the age of 82 years.
~K tm *-1(
Decedent has not been morried ond has not had children born to him
since the execution of the obove described Will.
Decedent was possessed of personal property to the value of
$20,000.00 and of real estate to the volue of
$35,000.00
as near as can be ascertained; said real
estate situoted as follows 242 Columbia RDad, EnD1a, East Pennsboro Township,
Cumberland County, Pennsylvania.
~kJ<
Therefore, your petitioner(s<) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated Or.J!ilr / tf / 9 ftJ ./
(/ I N~me and oddress ,~ 0
of Petitioner(s) aynar L. Sheaffer'
806 Wertzvi11e Road
EnD1a, PA 17025
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Maynard L. Sheaffer
named in obove application, being duly sworn
say{s) thot the statements set forth in this petition
according to low
are true to the
!
best of
his
knowledge and belief.
Sworn ond subscribed before
1./10
me Julv 18 1980
9"
L/= I '
'~ f!.. ' ;t;.U"-f.d
. d<~l{~I9r.OOK'O( Register
Mary E. Lewis
g:ffl
Filed:
~ t-$"D - '1-'10
July 21, 1980
Attorney:
JDn F. La Faver
...'
l~
'~-
-.
IAST WILL AND TESTAMENT
OF
LEE R. SHEAFFER
I, LEE R. SI~FER, of East Pennsboro Township, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament hereby revoking
and making void any and all other wills by me at any time heretofore made.
I.
I direct that my Executor hereinafter named shall pay all my
just debts and funeral expenses as soon as conveniently may be done after my
decease.
II.
I hereby give and bequeath the sum of one thousand ($1,000.00)
dollars unto each of my fourteen grandchildren, to wit: Carol A. Heverly,
Sharon L. Mackert, Cindy E. Sheaffer, Susan M. Sheaffer, Linda Powell,
Curtis Powell, Richard Powell, William Powell, Terri Powell, Kenneth Sheaffer,
Larry Sheaffer, Kathy Larsen, Gary Sheaffer and Dennis Sheaffer.
III.
All the rest, residue and remainder of my estate, whether real,
personal or mixed, and wheresoever situate, I hereby give, devise and bequeath
as fo !lows:
A. One-fourth (1/4) unto my son, MAYNARD L. SHEAFFER.
B. One-fourth (1/4) unto my daughter, BERNICE PCMELL.
C. One-fourth (1/4) unto my son, DONALD R. SHEAFFER.
D. One-fourth (1/4) unto my son, WILMER E. SHEAFFER.
IV.
I hereby nominate, constitute and appoint CUMBERLAND COUNTY
NATIONAL BANK AND TRUST COMPANY as Guardian of the estates of any minors who
may take a share under this Will.
V.
I hereby nominate, constitute and appoint my son, MAYNARD L.
,SHEAFFER, as Executor of this, my Last Will and Testament.
of two Pages
i
LAW O"'CEI
JON F. LAFAYER
. 117 THIIlD STRUT
HEW CU...lr.IU,AND, PA.
~
,,.,.,.
VI.
No fiduciary acting under this Will shall be required to post bond
in this jurisdiction or in any jurisdiction in which he may act.
IN WITNESS WHEREOF, I, Lee R. Sheaffer, the Testator, have unto
this, my Last Will and Testament, set my hand and seal this
lIt!;
day of
J~
A. D., 1975.
;;:,. Y? [4 ,(~ d /.-./
j
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by Lee R. Sheaffer, the
above-named Testator, as and for his Last Will and Testament in the presence
of us, who have hereunto subscribed our names as witnesses at his request, in
the presence of the said Testator and of each other.
(
Page two of two Pages
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND (
This.,,,.,,',.,,,.,""",.....*~,t:H.,,,, ""'''''''''''''''''' ,.....". day of .,.",..,"""""~~1y...",."..""",,...,',..,,..,..,. A,D" 19".."",
Ma ry E. Lewi s
before me mxmMmJUiOOHlllil, Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .""."",,..
..,.,,, """,.... .~.~D"X.:" ,~!! Y. ~ ~~:., .?,~.~,,, ~,~.~.~ .~.ry.~. ,,~:.. ,~~~~ ,,,,.......,,,.....,,.,,,..,.,,,.,,,,,.... "'" ,.....,." "..."...",..,.,..""....""..
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of .. "..,...,.,...".. '''' k ~~., R:, J.~,~.~.f.f ~;r:,,,..,,. """,.,.....",,,.,.,,,,,,.,,..,,.,,, Dated .~ H~,~...].].!.,.J .~.?~ ".".". ""..
late of ,,,.,"'~~.~.t,P.~!!!!~~Rr.9,,I9,I:ID,~.~,ip...,.. ....".,,,,,,,,,,.,,,,,..,,,,.,.,....,,,.,,,. """ Cumberland County Pa" deceased
who being duly ".~.'if,9.r:n"."......",,,,,,,,,,,,,..... according to law, depose and say, that "....1;~~.Y.........""........."...
presen't, and saw and heard the testa~Rr....""...""."""...", ..~.~.LR,,,,~h~!lff.!'n:,,,,,.....,,",,.....,,....,,.,,..,,.......,,'
sign, seal, publish, pronounce and declare the said instrument of writing as and for h..i.~,..,,,,,,.. Testament
and Last Will, and at the time of so doing .""..."h!L"..."......."..".........",was of sound and disposing mind
memory and understanding, to the best of """"....t~.~.i.r:......"....,,,,,.....,,,knowledge, observation and belief.
..~~~:.~"".........."""......,,,...,,' and subscribed before
~~,,~~...............
Mary E. Lewi s
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND (
Maynard L. Sheaffer .
..,,,..,,",,...,,....,,..............,.,,..,,.,,,,.....,,.,,,,,,.......,......,.,,,,..""...",.. .",..,...,."...,...,..".,.....,,,.,.,,,,,..,,............bemg duly
......."~Y!~:.~"....,,",,..........,,""" says that as nearly as can be ascertained the said decedent ........" "'.."..".....
.........""..............".........."......"""...."""..........,,.......~.t;!.~"'~.:,,~h~~~~~:......."..."...."..."......"".....,.......",...died on
.........I~~:.~~.?,?:.""............,,"" the """!,~~~...."..,,,,,,,,,,,day of .......~,~.!X........"."..."..."""..,,,...... A.D" 19.!l,Q",
at or about ..........".}:}~...."".."..".,,' o'clock, 8:,M,
........""""~!'!~:.~"',..............",,,...and subscribed this
18th July
........."...............................",.., day of ."...,......."""....
19, .~g"", before
....fJl),,,t.@.,,(!..,,,,4~,,.,,,"
JUOOWJ(~xh~ Register
Ma ry E. Lewi s
4Prj{dH~m
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me. the'Register for' the Probate of Wills and granting of Letters of Administration in and for
the County of Cumberland. personally came m..J:1,il.Yni!r.~,.h,...~.~.fi!,il.fJfi!X'.mm...................................................
who. being duly m.~.I:I,Q.m...m.......... do l;!,L.... depose and say that as.m,~)lll$;J!);!lr.................,....m,.....m.m.......
of the last Will and Testament of ...........m..........J~~..R:...?~.~.~.f.f!'!r.....,......mm.....'..........,.................deceased
.......h!l.............. will well and truly administer the goods and chattels. rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances. .......~Y!.Q.m............ and subscribed
before me.
..............;J:~.~y....~.~........................... A. D.. 19..aR.....,
~~~.Re~~,..............,...
Mary E. Lewl S
'ti 0,
QJ
Ul CD:
'" Cl)
QJ
<J ......f
QJ
Q
I.L M'
00,
0 '- *,
QJ
0 .... ...:
0 -.J .... 0 ~,
g) '" 0
0\ -.J QJ P=I N~
ll:11 qo .c:
I V) ::: ,. >.,
0 - ,~ U: ~:
CD ~ '" ::: e-.: ::I,
I. QJ r:: Il<l: .,~
~: ,~
N, QJ
Q -' "0 0\:
QJ
00 ~ "0 N:
I ... \D:
- 0 *1
<J
roc .s QJ
S ... g:, "0
~ "0 QJ
Ul r:: ~ -
.~
r.:l '" ~
DECREE
Be it remembered that on the .......~,~~~,....... day of .............~~~X.......................... A. D.. 19~~..... there
was probated and recorded the last Will and Testament of .......~~.~..~.!...!'i~~!?-.~~~.~................,..................
late or..............~~!~...~~~~~~:~..?:'~.~,~~1?~........ Cumberland County. Pennsylvania. Deceased. Letters
...,.....................~~~.~~!~.!~~.. were granted to ...."..,...".......~~~~~,~~..~~...~.~~,~~~~:...............,..........
Witness my hand and official seal the day and year aforesaid.
.........~~l ..,e... ...
Mary E. Lewis
.~
Register,
-,
"------ -----"-----~ -----"- --.-.--------------.---___n______
.,.-....--- ~
l','; RCC~ I11ns) , ','
1l~d.3:JO::6.;!"3, -:3'S.1..'".'. . COMriIIOND~~:.:-J~TOo'; ~E~~N~~YLVANIA
aJ~;?~;;.,"., ,', ,', OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
W"",,,,,,,,,,,,
..
; RECEIVED
II
= From:
~ dress
~
I ",. No.
~
~ .
~-""
..
"---
...--.
=-
~
-.1
NOTE: Thil Triplicate R&eeipt to be retained for audit purpoI.I.
~lIors
Sheaffer
c/o Jon r. Ld'aver,
317 Third Stre.t
'1'WI:M'1'Y SIMlN HUNDUD 99LU.RS
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
..q.
2~ Tox on
5
5
u.w ~1I_,.....1.N1l,
PIl.
17070
6stToxon
5
5
21-80-490 Dole of Death 7-10-1980
15% Tax on
5
5
Date of Payment
a~.._~p lQ, '9AO
% Tax on 5
Estate Tax, Act of
May 7, 1927
5
I
Name of Decedent
t.1!W! R. SBBAPI'BR
5
County
~Itllln...l.nd
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest 01 the rate of
_9'0 from
10
5
2.842.11
~morks:
$
142.11
-PAID 0111 ACCOtlN'l'-
$
'iJ'OO~[?[L~@illurn 5 E A l
TOTAL AMOUNT PAID
$
2.700.00
Received by
NOTE: In accepting the Ironsfer inheritance tall on lulure eslotes, prior to the death of the lile
tenOl\t or lenonl for years, 01 e...idenced by this receipt, it is understood Iho. the Commonweollh sholl
not be precluded or pre...ented from hereafter aueuing oddilionol inheritonce tall at the deoth of Ihe
IIle tenant or tenant lor years .....hene...er It appears that such odditional 10. may be legally due ond
collectible for ony reoson whotsoe...er.
r-----------------------------___
I
i
I
,
1
I
I
\
i
~
I
------. ._.~___ _h. ____.
,
i
I
I
,
,
. REV0450 EX. (3-eO)
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
(Instructions on Reverse Side)
ESTATE OF Lee R. Sheaffer
ITEM
NO.
DESCRIPTION
1.
House and real estate situate at 242 Colunbia Road, Enola,
East Pennsboro Township, Cunberland County, Pennsylvania.
Sold to David W. Shutt and Susan K. Shutt, his wife, for
~.2.70,
TOTAL THIS PAGE
'*
ESTIMA TED
MARKET
VALUE
ARTMENT
VALUATION
(OFFICIAL use
ONLY
38,Ooo.OQV
38,000.00
IJ-C-O, 0 0
4.ctTt
,CC:;~Q[E3
MAIN OFFICE 331 BRIDGE STREET NEWCUMBERLAND,PENNSYLVANIA 17070 (7171774.7000
CONl) DANK. N.A.
DATE
.!Uty 30,1980
L~W OFFICES
JON F LAFAVER
317 THIRD STRE lOT
NEVI CUMBmLA~rn PA
17070
RE: ESTATE OF LEF. R SHEAFFEit
GENTLEHEN:
The following is a list of accounts that we have in our bank.
TYPE OF ACCT. ACCOUNT NO. OPEN DATE DUE DATE BALANCE
ACCR. INT.
0!b 1&'1.73
/1''(' 3, J't>
SAV.
CD
OOB-10280S-6
129231
8/16/72
6/18/80
$193.531
12/iA/62 $1,629.92
AS OF J11LY 10,1980
NAMES ON THE ABOVE ACCOUNT
SA'1IHGS~' LEE it SHEAFFER Oil ICA V SHEA~'FEa
::D * LtE R SHEAFFER OllLY
If we can be of further assistance, do not hesitate to write.
Vt:J."i i..ruly yuUl.~5 J
)I'
~
191
o '
J 1/1tff' ( q ~
~. ;11-1 ~ .
j-
itv1fJ'
CCNB, N.A.
/{J~ 'Oh~~ -
Do~othY ~orrette
Savings Department
;,
(
)
i
i
I'
.,
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE: 213 MARKET STREET. HARRISBURG. PENUSYLVANIA 11105
717255.2121
August 8, 1980
Jon F. LaFaver
317 Third Street
New Cumberland, Pa. 17070
Re: Lee R. Sheaffer
0.0.0. July 10, 1980
Attn: Jon F. LaFaver
Dear Mr. LaFaver:
In regards to the above mentioned, we submit the following infor-
mation as of the date of death:
checking account 4 77 35 3528 opened 5/15/75 balance 1,767.08
in Lee R. Sheaffer's name alone
savings account U 32 1 12297 opened 5/26/78 balance 3,015.89
interest 4.82 in Lee R. Sheaffer's name alone
If we can be of any further assistance, please do not hesitate
to CDntac. t us.
Very truly yours,
/~/~
Barry L. Elliott
Assistant Treasurer
BLE/ dmg
REV04U EX+ 13<80)
COMMONWEALTN Of PENNSYLVANIA
. DEPARTMENT Of REVENUE
i'RANSPER INHERITANCE TAX
RESIDENT DECEDENT Lee R Sheaffer
ESTATE OP .
SCHEDULE "C"
TRANSFERS
'*
INSTRUCTIONS:
1. Answer the Questions on reverse si de.
2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "B," Dr "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship 01 transferees to decedent. Attach a copy 01 any trust deed or instrument relating to the transferred properly.
ITEM
NO.
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USEONLYJ
IDNE
TOTAL THIS PAGE
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, mal<e any transfer of any ma~e)ial p;Ht 01 his estate wilhout receiving
valuable and adeQuate consideration? (Answer "Yes" or "No".) ,IV v '
2. Did decedent, within two years of death, transfer property fromhimsel r i hersell to hllnself/hcrsel r and another party
or parties (including a spouse) in joint Dwnership? (Answur "Yes" or "No",) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed 10 be nontaxable, provide the following
information:
a. Age of decedent at time of transfer. ...!c-
b. Copy of death certi Ii cate.
c. Affidavit by the attending physician indicating the state 01 decedent's hCilllh at lime of transfer.
d. All other information supporting nontaxability of tr;msfer,
4. Did decedent, in his/her lifetime, make any lr;]nsler of property without receiving a valuable or adequate consideratio~ I
therefor which was to take effect in possession or enjoyment ill or aflerhis/her de,lth? (Answer "Yes" or "No".) ,No
a. Was there any pDssibility that the properly transferred lIIig/rl relurn 10 transferor 01 his/lier estate or be subject
to his/her power of disposition? (Answer "Yes" or "No",) /~I r-
b. What was the transferee's age "ttime of decedent's death? ,,,ir-
S. Did decedent in hiS/her lifetime make any transfer without receiving il valuable and "dequate consideration therefor
under which transferor expressly or impliedly reserves lor his/her life or any peried which does in fact end before his/her
death:
a. The possession or enjoyment alar the right fo income from the property transferred? (Answer "Yes" or "No".) No
b, The right to designate the pers9ns WhD shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) IUo
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or Dthers. t~/c~
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) /1/>
8. Did decedent, at any time, transfer properly, the brneficial enjoymenl of which was subject to change, because of
a reserved power to alter, amend, or :~',ke, or which could revert to decedentuncler terms of transfer or by operntion of
law? (Answer "Yes" or "No".) ,
9. If the answer to eight above is "Ves," was the power to alter, amend or revoke th~},;terest of lhe beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".) /L r_
REV-453 (1.00)
. COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDEN1'
SCHEDULE "0"
BENEFICIARIES
'}.~~
(W~,\
(InstffJctiollS on RC'lt.'fSlJ Side)
Estate of Lee R. Sheaffer
BENEFICIARIES ANO ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
Yes
DATE OF
BIRTH
Adult
INTEREST OF BENEFICIARY
Grand~ter
$1 000.00
PA 17025
2. Sha:ron L. Mackert Granddaughter Yes Adult $1,000.00
930 Wertzville Rd., Frola, PA 1702 l
Granddaughter Yes Adult $1,000.00
PA 1702
4. Susan M. Sheaffer Granddaughter Yes Adult 1,000.00
806 Wertzville Rd. Fnola, PA 1702
5. Linda Powell Ginn Granddaughter
P. O. Box 1964 St. Augustine, FL 32084
Yes
Adult
$1,000.00
6. Curtis Powell
P. O. Box 136, St. Augustine, FL
Grandson
2084
Yes
Adult
$1,000.00
7. Richard Powell
P. O. Box 136 St.
Grandson
tine, FL 2084
Yes
______'______',..$ _m,_ ,_,__
Adult 1,000.00
8 William Powell
P. O. Box 136, St. Augustine, FL
Grandson
2084
Yes
Adult
$1,000.00
9. Terri Powell
P. O. Box 136, St. Augustine, FL
Grandchild
2084
Yes
Adult
$1,000.00 CHeld in
th Sheaffer Grandson
2512 S. Lewis St., Melbourne, FL 3 901
The above beneficiaries are living at this time except for the following:
,
.fomerly-Cl.1nib.e1::1and
d Trust Coolpany)
$1,000.00
(Continued)
Yes
NAME
DATE OF DEATH
J
PAGE 2 (Continued)
REV0453 (l.eo)
. COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEOENT
SCHEDULE "0"
BENEFICIARIES
'*'
(Instructions on Re'lcrse Sic/e)
Estate of Lee R. Sheaffer
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
Yes
DATE OF
BIRTH
INTEREST OF BENEFICIARY
1 Sheaffer
12030 rbrthwest 25th St., Plantat
Grandson
,FL 33323
Adu~t
$1. 000.00
Grandda ter
Houston, 1X 7707
Yes
Adult
$1,000.00
13. Sheaffer Grandson
917 Wertzvil1e Rd., Fno1a, PA 17025
Yes
Adult
$1,000.00
14. Dermis Sheaffer Grandson
917 Wertzville Rd. Fno1a PA 17025
Yes
Adult
$1,000.00
15. M1 L. Sheaffer Son
806 Wertzville Rd., Fnola, PA 17025
Yes
Adult
1/4 Residue
16. Bernice Powell
P. O. Box 136, St. Augustine,
Da
FL3D48
ter
Yes
Adult
1/4 Residue
17. Lbnald R. Sheaffer Son
917 Wertzville Rd., Fnola, PA 17025
Yes
Adult
1/4 Residue
Son
tine FL 32084
Yes
Adul t
1/4 Residue
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
. REV04S4 ex- 13.801
COMIIIONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
Lee R. Sheaffer
ITEM
NO.
DESCRIPTION
IDNE
SCHEDUI.E "E"
JOINTLY OWNED PROPERTY
(Instructions on Reverse Side)
TOTAL
MARKET
VALUE
p\
TOTAl. THIS PAGE
VALUE OF
DECEDENT'S
INTEREST
o
'*
DEPARTMENT
VALUATION,
(Offlclel Use Only)
o
, i
INSTRUCTIONS FOR COMPLETING ~..;HEDULE "E"
- .
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A", Describe all personal property
as indicated in the instructions for Schedule "B", Include the name, address and relationship to the
decedent of the co-owner {sl and the date the joint ownership was established,
2. Indicate the total market value of the jointly owned propertY,
3. Indicate the percentage of the decedent's interest,
4, Indicate the market value of the decedent's interest.
t"" '" u n ;v t'1 >- :;
z ;V 0 0 u (fl " -
Cl n c: " -l Z s: Z l""
t'1 t'1 '" Z ;::l ;V ~ - ~ l""
Z Z t'1 -l t'1 -l Z
~ ~ -l -< (fl t'1 -
(fl
z c (fl 0 -l
0 "'1 I "'1 ;::l ~
, ~ 0
"'1
....-.. .- S "rl
-
- Z n
, ~.. -
, ' ~ ',> >-
..' . 111:::; l""
~. 0_
u ~~ c:
"-' a:::: <% Vl
0:;..
6~: - ;l:~ t'1
"'-.J 0
wu.; CL t:ro....
",l- t:::: Ow Z
a:<r. '''' :<
0'6 ~z
'-'w ""::> -< -<
~o:: - 'ju ~
iC t'1 t'1
u >- >-
;::l ;::l
REV-"U EX+ (HOI
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0490
File Number
Estate Name
Lee R. Sheaffer
Dote of Death
July 10, 1980
Social Security Number
REPORT OF INHERITANCE TAX APPRAISER
rn Original
o Supplemental
o Remoinder
I, the underllgned duly oppointed Inheritonce To. Approiser in ond for the County of Cumberland
Pennsylvania, do respectfully report that I hove opprolsed the reol ond personol property as reported In the foregoing
return at the values sot forth opposite each ttl!tl11 in the last column to the right in Schedules "A", "B", "C", and "E"
Doted:
April 8, 1981
.4IMI'" / -If/I'JI1,,-l)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
Real Property (Sthedule A)
Personal Property (Sthodul. B)
Jolnt.Held Property (Sthedule E)
Transfers (Schedule C)
S
38 000 00 00+
25 887 80 10+
none 2lH
none 30+
63,887 80
40-
TOT AL GROSS ASSETS
Less D.bts and Deducllons
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
RATE
FACTOR
PRINCIPLE
FOR USE OF REGISTER ONLY
Tax on $
COOE
6%
Tax on S
15';'
Tax on $
Tax on $
T ax on S
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
Less Credits
DA TE OF PAYMENT
AMOUNT PAID
S
INTEREST FROM
BALANCE DUE
REMAIHDER APPRAISEMENT CODE
12+
93..
VALUE
CODE
COMPUTATION OF TAX
$
$
$
$
$
$
$
$
TAX CREDIT
$
....
.c
III
~
~ ~ '" 0
~ ~ to ~
'" ~
OJ 0
~ ~ ~ .... '"
>- .... to 0
to .... .0
~ OJ ~ III 't:J
'" .c <'" '"
;:l en p..", to ...
.... OJ .... '"
..l . 0 -p.. '"
.( ..: tJ to OJ
- ....'" 1
u z OJ '" Olll
- 0 OJ ... "'to .... \0
"" - ..:l '" r.l~ tJ .... '" M
"" ~
0 0
~ "" ""
Iii 0 '" 0 Z 0
~ '" >- !-< 0
- ::! E-< ~ Z Z
Z ~
:l 0 - 0 ~ ::<: ~ ~
~ 0 U ~
Z ~ Z E-< ~ 8 0 z
- '" :l
St ~ t:l
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND J
ss:
Maynard L. Sheaffer
boing duly lM:lm according to law, doposos and says that ho is Executor
of tho Estate of Lee R. Sheaffer
late of _EasJ:,.1'ennsboro_Township__..., ...,_._, , Cumberland County, Pa., deceased and that the
within is an inventory mado by _M3ynard..L._Sheaffer..___ " tho said Executor
of the ontiro estato of said decodont, consisting of all tho porsonal property and real estate, oxcept real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death. , _ //;' ~ '
and subscribod before me, " X~/L: / /
, , .. k I :~;U{../
19,f/
/
~'7d~: -
; E"Klc~tor .
SOG Weri:Zville Road
,
Suzan~:! !\t te:v['f1~. :~J~~ry Publli
My CtiTImi;\:.., [) ,'r.'; J:n. 2:, 1983
1M Cll",b<I~O.:!, PA Cu~b"'and County
Enola, PA 17025
Add,."
Date of Death
10th
Day
day of
,Tilly
Month
19RO
Y..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory mull be filed within thirty days of discovery of additional assets.
3. Additional sheels may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
:E!
~ >- J -ti
..
~ W M ~
~ a- '"
~ w ~ ~ "
o. ] u
0 0 VI " ..
I W 0: w ~ C '" ~ >-
J: '" ..
~ t- o. LL ,,; o. c
Z a- -' J ~
-' <( 0 "- 0
c W LL <( w ':1:
, ':.':l ~;: 0 0: -;. r<.<(
~ t: z P:1 -
0 c ~
'" ~ C :s
~ " a '~ VI Z ~ 0
-0.. 0: Q) Ul U
:g, w <( ~ ~ ...
"'-c o. ..
O'~ "::t ....'"
-C.,i "
6:.-, I ..
W...I .:.. , - -.::
0'- c:= C':fc: 0 "
cr Cluj .a
a:::(I'i :E: '" ...
c- o", " E
<.>'" >c... - .!! 0
0:- '" :s 0
WW ~ w::> -' U u: III
",,'" po -'u
u
REV.455 n.SO}
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
REco~nr~,o,7F '
RECi'~ ':"
--
_~_..._._. ,___~_.u___________
Estate Df Lee R. Sheaffer Date of Death July 10, 1880 HAP -11 All file No, 21-80-490
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
CLER,I,(,',;,'.u.;,'" "1'1
Claimant Maynard L. Sheaffer Relationship to DecI!$Qt:.:"""c:,'ri, ' '
Claimant's Address 806 Wertzville Road, Fnola, PA 17025
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO,
Re~ister of Wills Letters & Certificates 44.00
PP&L Rlectric Service 104.46
IGI Gas Service 7.45
nf tinn Nl'le Fee 5 00
l'he Patriot-News Co. l.egal Advertising 19.89
:llnberland liiW Journal l.egal Advertising 18.00
T T C1,.o't-~ & Son Fuel Oil & Furnace Service 163.38
Tack W. Richardson F\meral Hane Funeral Expenses 2,039.09
Federal l{anoer Ins. Co. Homeowners Insurance 77 .00
Water Service 45.83
J:'-"st Permsboro Tomshio Sewer & Trash Service 105.75
ack Gaumen Realtor Realtor Carmission 1,355.00
.om Glise Realtor, Inc. Realtor Comnission 1,305.00
~corder of Deeds 1% Transfer Tax 380.00
~ister of Wills Filing Fees 6.00
Jon F. L9Faver Legal Fees 3,194.39
Re~ister of Wills Reserved for Filing Account 60.00
Recorder of Deeds Filing Releases 60.00
TOTAL THIS PAGE I 8,990.24
I hereby certify that to the best of my knowledge and belief the foregoing is a ju at:'t ue statement of debts, funeral
expenses and expenses of administration submitted to th es ate as deducti 's /1 itance ax purposes,
"
! f 'v. 4. " ' /t/'--- ..;l-.;l.&- ,-f'1
SIG ATURE OF ATTORNEV/FID A.RV DATE
OFFICIAL: USE ONL V (
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S f(- Cj C~ (I ~
~
(,' 9,
,
PERCENT,
AT
h10J\1 L. ?J~~'M""
. REGI EROFWI;. ~
..., L *-
'h\f%(1 )qJ'/
D E
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
COUNTY FILE NO: ?, I - ~ 0 - ~q 0
TO: ~ tlY1 i: J, O-'~hl\!JJL-
3)7 T~ ,tl
CV(-WJ ~~,J
Appraisad Volua of Estate:
Real Estate
Personal Propeny
Jointly Held PropenylTransfers
Total Gross Estate
Total Approvad Deductions
Clear Valua of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Te.
Amount Ta.eble @ 6% Rate
Amount T..able @ 15% Rate
-*****
will be granted if the
Less Credits:
DATE OF PAYMENT
r, n(~1 V I 'i.?;
~~ 41.+
-;(0- If 0
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
DATE
c:
r.,p~
ESTATE
FILE NO,
(\
/ ')0 '70
COUNTY
DATE OF DEATH
s .3 8" 0 GO. 00
+ d,5 ~ S'7, k'O
-
+
s ~ 3 'it g '7 ViJ
X' 9 CJo, ~ y.
s 5- Y [,'97. 5 b
/
-
51/- v
s, "Q17 5(;
s Stf: F-e, ?..~(. ta.due
tax due
.J TOTAL PENNSYLVAZ INH~RITANCE TAX DUE
.-\.'..1' U1') ~ ll- 5/. '71/ QM- </,10,';(1 )
('005'1<5'\' 5 _I{. ,/II
A five percent discount ~taling $
Inheritance Tax is paid by
q -Iq-ro
5-/~,'i/
AMOUNT PAlO DISCOUNT INTEREST TAX CREDIT
$~ ?OO.OO + s I L/ .do'/; - s = $ ~(8''I (), ,) / '
'15/. '7tj+ J.. "(,, t) = lJ-SL/dIJ
+ = % 3d" lj~, IfY
Interest accrues at the rate of six 16) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
*'
\
J 0 / y fo
s
3;? q), f5
s
3 ,;),93, 8'.5~
cO{ Gti
30l9G, L/-c;
;J?) ~1,~JJ
c.
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
:iEGiSTEF\ OF '.'\'ILL~