HomeMy WebLinkAbout10-30-06 (4)
In the Matter of the Estate
of Geraldine L. Shearer,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, P A
Deceased
Orphans' Court Division
No.
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Petition for Settlement of Small Estate
TO THE HONORABLE, THE JUDGE OF SAID COURT:
The petition of the undersigned respectfully represents:
(1) The name, address and relationship of your petitioner to the above decedent:
Name: Dale E. Shearer
Address: 104 May Drive, Dillsburg, P A 17019
Relationship: Son and Executor named in Last Will & Testament dated May 3, 1996;
(2) The decedent died on February 18,2006, a resident of 1000 Claremont Drive,
Carlisle, Pennsylvania 17012;
(3) Said decedent died Testate, leaving a will, a copy of which is hereto attached, in
which the personal representative named therein is Dale E. Shearer;
(4)
estate are:
The names, relationships and interests of all parties beneficially interested in the
a.
b.
Dorothy M. Johnson, Daughter, 20% of Residuary Estate;
Wayne W. Myers, Son, 20% of Residuary Estate;
Dale E. Shearer, Son, 20% of Residuary Estate;
Elva P. Ketterman, Daughter, 20% of Residuary Estate;
Gary L. Shearer, Son, 20% of Residuary Estate;
c.
d.
e.
(5) The following person is entitled to, and claims, the family exemption of$3,500.00
by virtue of being a member of the same household as the decedent:
Name:
Relationship:
(6) Said decedent died owning property (exclusive of real estate and of wages, salary,
pension or vacation benefits) of a gross value not exceeding $25,000.00, which is itemized as
follows:
Item
Amount
1.
2.
County of Cumberland (refund):
Prudential Annuity:
$ 4,545.00
$ 1,202.00
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3.
4.
5.
6.
7.
Citizens Bank Checking:
Citizens Bank Checking:
Prudential Financial (stock):
US Treasury (tax refund):
Cumberland Goodwill Fire Rescue (refund):
$ 2,617.31
$ 7,388.96
$ 5,757.50
$ 350.00
$ 61.07
Total $
21,921.84
(7) An itemized statement of all claims against the estate is as follows:
(a) Claims heretofore paid by DALE E. SHEARER to the following:
Claimant Nature Amount
1. West Shore EMS Medical 389.10
2. Lancaster HMA Physicians Medical 5.52
3. Carlisle Regional Med. Ctr. Medical 692.86
4. Myers Funeral Home Funeral 11,337.40
5. Accounting Assoc. Tax Prep. 40.00
6. Cumberland-Goodwill Fire Medical 61.07
Rescue
Total $ 12,525.95
(b) Claims remaining unpaid:
Claimant
Amount
Nature
1.
2.
3.
The Wiley Group
The Wiley Group
The Wiley Group
2,500.00
30.00
308.4 7
Attorney Fee
Costs
Advanced paYment
Of inheritance tax due
Total $
2,838.47
(8) The Petitioner will cause to be paid all Pennsylvania inheritance taxes due on all
property to be awarded.
(9) All parties beneficially interested in the estate other than the petitioner have
(strike inapplicable words)
a. Signed the joinder in this petition which is attached hereto.
b. Been mailed written notice of the date when this petition will be presented,
a copy of which notice is attached hereto.
WHEREFORE, your petitioner prays that the above property of the decedent be
-
distributed under Section 3102 of the P-E-F Code as follows:
(a) On account of the family exemption:
Name:
(b) In reimbursement of claims against the estate heretofore paid:
Name:
1.
Dale E. Shearer:
Amount:
Amount:
$12,525.95
Total $12,525.95
(c) For payment of claims against the estate remaining unpaid:
Name:
1
The Wiley Group:
Amount:
$ 2,838.47
Total $ 2,838.47
(d) In distribution in accordance with the interests in the estate:
1.
2.
3.
4.
5.
Name:
Dorothy M. Johnson
Wayne W. Myers
Dale E. Shearer
Elva P. Ketterman
Gary L. Shearer
Amount:
$ 1,071.08
$ 1,071.08
$ 1,071.08
$ 1,071.09
$ 1,071.09
VV\. W
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Petitioner
5,355.42
4
VERIFICATION
This / () day of rJ-rT , 2006, the foregoing petitioner hereby
verifies, subject to the penalties of 18 Pa.C.S. 4904 (relating to unsworn falsification to
authorities), that the facts set forth in the foregoing petition w h are within his/her knowledge
are true, and as to the facts based on information received, e diligent i qui e/she believes
them to be true.
\
JOINDER
We, the undersigned, being all the parties, other than the petitioner, beneficially interested
in the estate of the foregoing decedent, do hereby certify that we have read the foregoing petition
and join the prayer thereof.
~
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EL V A P. KETTERMAN
\~~
WA W.V~
~HEARER
~
LAW OI'fPlCEB
SNELBAKER
a
BRENNEMAN
LAST WILL AND TESTAMENT
I, GERALDINE L. SHEARER, of the Township of Silver Spring,
County of Cumberland and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last will and Testament,
hereby revoking and making void all former wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor, hereinafter named, as
soon as conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, in equal shares unto my five (5)
children, namely, DOROTHY M. JOHNSON, WAYNE W. MYERS, DALE E.
SHEARER, ELVA P. KETTERMAN and GARY L. SHEARER, share and share
alike, absolutely and in fee simple.
If any of my said children shall predecease me, I order
and direct that the share attributable to such deceased child
shall lapse without substitution of issue and my said residuary
estate shall be distributed in equal shares unto my children
living at my death.
LASTLY. I nominate, constitute and appoint my son, namely,
DALE E. SHEARER, to be the Executor of this, my Last will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my son, namely, GARY L. SHEARER,
to be the Executor hereof, each and both to serve without bond or
other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, GERALDINE L. SHEARER, have hereunto
set my hand and seal to this, my Last Will and Testament which
consists of two (2) typewritten pages to each of which I have
affixed my signature this ..2/UJL. day of Yn~ A.D.,
One Thousand Nine Hundred Ninety-six (1996).
~~~ .zI!. ~.A.J1A/ (SEAL)
Gerald1ne L. Shearer
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by GERALDINE L. SHEARER, the Testatrix therein named, as
and for her Last will and Testament, in the presence of us, who,
at her request, in her presence, a 'n the presence of each
other, have subscribed our names itn ~es hereto.
~2~
LAW OPJrICU
SNELBAKE~
..
BRENNEMAN
-2-
'..
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY
OF
CUMBERLAND
We, GERALDINE L. SHEARER, RICHARD C. SNELBAKER and JANET R.
STEGNER, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her Last
will and Testament and that she had signed willingly, and that
she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed the will as a
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
r~~~
Subscribed, sworn to and acknowledged before me by GERALDINE L.
SHEARER, the Testatrix, and subscribed and sworn to before me by
RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this ~~
day of
rn~
, 1996.
C9a;zt;~~. ~
Nota y Publl.c
LAW o.....cx.
SNELBAKER
6
BRENNEMAN
Notarial Seal
Patricia J. Thomson. Notary Public
Machc:nicsburll 80ro. Cumberfand County
My Commission ExpIres Dec. 31.1998
Mimlbar. PBl1ll5'flvanlaAooociafon 01 NotI:I19&
OMS No. 1545-0715 ,. Date of sale or 1b CUSIP No. 2 Stocks, bonds, etc. Reported to IRS o Gross Proceeds
Proceeds From exchange ~44320
Broker and Barter r ~.'O..u- OS/24/06 10 2 $ 5,757.50 ~ Gross Proceeds less commissions
Exchange Fonn 1099-8 and oplN..& p-.....lllllJ
Transactions .. Fed8rll1lncome tax withheld Account number (see instructions) 7 Description
SALE OF STOCK
Copy B 0.00 [(230030789-4843 PRUDENTIAL COMMON
For Recipient
This is important tax RECIPIENT'S name, address, city, state and ZIP code PAYER'S name, address, city, state, ZIP code and tefephone no.
infonnation and is being
furnished to the Internal DALE E SHEARER COMPUTERS HARE
Revenue Service. If you
are required to file a 104 MAY DRIVE PRUDENTIAL FINANCIAL, INC.
return, a negligence DILLSBVRG PA 17019-9413 P.O. BOX 43033
penalty or other sanction
may be imposed on you PROVIDENCE, RIo 02940-3033
if this income is taxable 1-800-305-9404
and the IRS determines
that it has not been
reported .
RECIPIENT'S identification number PAYER'S Federal identification number
Fonn 1099-8 162-36-8209 43-1912740
DEPARTMENT OF THE TREASURY. INTERNAL REVENUE SERVICE
INSTRUCTIONS FOR RECIPIENT ON REVERSE SIDE
DETACH BEFORE CASHING CHECK
.
, a Citizens Bank~
525 William Penn Place
Suite 153-2618
Pittsburgh, P A 15219
March 30, 2006
S. DAWN GLADFELTER
130 W. CHURCH STREET
SUITE 100
DILSBURG PA 17019
Estate of GERALDINE SHEARER
Date of Death: Feb 18,2006
SSN: 176-34-9197
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of hislher date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
Sincerely,
~~
Robert Roos
Operations Services
a Citizens Bank-
Account Number 6100698831
Account Title GERALDfNESHEARER
Date Opened 4/21/1986
Account Type Checking
Principal Balance as ofDOD $7388.96
Interest from Last Posting to DOD $.00
Account Balance as of DOD $7388.96
YTD Interest to DOD $8.75
~~ Citizens Bank'~
Account Number 6100707490
Account Title GERALDfNESHEARER
Date Opened 6/20/1991
Account Type Checking
Principal Balance as ofDOD $2617.31
Interest from Last Posting to DOD $.00
Account Balance as of DOD $2617.31
YTD Interest to DOD $.80
REORDER 805. U.s. PATENT NO. 5538290, 5575508, 5841183, 5785353, 5984384, 603(
18053 ESTATE OF GERALDINE SHEARER
CHECK NUMBER 633398 DATE 04/28/06
INVOICE NUMBER DATE DESCRIPTION GROSS AMT. DISCOUNT NET AMOUNT
.
4417 GERALDINE SHEARER 03/10/06 PPRD REFUND TO 4545.00 0.00 4545.00
\
Prudential ~ Financial
To Jan,
In Referei1ce to Geraldine Shearer
Scott A.Muyer, LUTCF
Premier Agent
The Prudential Insurance Comp'anY of America
150 Corporate Center Drive. Suite 105
Camp Hill. PA 17011
Tel 717 975-8150. Ext 7134. Fax 717 763-8974
.;
Geraldine had two Life polices valued at roughly 30,000, with 5 children named as primary beneficiaries.
She also had a Deferred Annuity valued at roughly 1202.00, with 5 children named as beneficiaries. The
company will need each beneficiary to fill out a death claim for the Life Insmance policies and each
. beneficiary to fill out a death claim for the Annuity. .
The Beneficiaries are as follows, all in equal shares:
Dorothy Johnson
Wayne Myers
Dale Shearer
Elva Ketterman
Gary Shearer
I have enclosed a death claim form which can be reproduced, to have all beneficiaries fill out and return to
Prudential.
As far as any stock in Prudential, that is handled by calling Prudential at 1800-305-9404 and getting a death
claim package from them.
Thankyo~ . ~~ d
ScottMOyer.:vv~ '7
Financial Planning - Investment Advisory Services
Variable Life Insurance - Variable Annuities - Mutual Funds
Investment advisory services offered through Prudential Rnancial
Planning Services. Securities products offered through Pruco
Securities Corporation. Prudential Financial Planning Services is a
division of Pruco Securities Corporation. which is a Prudential
Financial company.
751 Broad Street. Newark. NJ 07102-3777