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HomeMy WebLinkAbout04-19-07 -.J 15056041147 REV.1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~. PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code ~e~Or7 INHERITANCE TAX RETURN 2 1 . I RESIDENT DECEDENT File Number 058 202366440 01042007 Date of Birth 08301946 Decedent's Last Name SHEARER Suffix Decedent's First Name RICHARD MI W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SHEARER Suffix Spouse's First Name BARBARA MI A Spouse's Social Security Number 198385764 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 0 1. Original Return D 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate D 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required (date of death after 12-12-82) [K] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31-91 and 1-1-95) (Attach Sch. 0) ..,CORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO~ BE DIRECTED TO: Name Daytime TfI9phone Nunl68r EDMUND G. MYERS 71779(l)540~ -":~Q ~c -~ '-) :::'0 -a Firm Name (If Applicable) JOHNSON DUFFIE REGISTERdF:~LS ~ ONLY First line of address 301 MARKET STREET N Second line of address w u~ DATE FILED City or Post Office LEMOYNE State PA ZIP Code 17043 Correspondenfs e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG~TURE OF PERSON RESPONSIB E FOR FILING RETURN DATE I:J Barbara A Shearer '-1- s-: 0 7 ADDRESS .19 John Mar Court, Mechanicsburg, PA 17055 SIG~E OF PR;PA~ OTHER THAN REPRESENTATIVE ~ !!!. ~ EDMUND G. MYERS ADDRESS DATE 4(ffllV7 301 MARKET STREET, LEMOYNE, PA 17043 Side 1 L 15056041147 15056041147 -.J --.J 15056042148 REV-1500 EX Decedent's Name: Richard W SHEARER RECAPITULATION Decedent's Social Security Number 202366440 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 28,908.65 6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 28,908.65 4,536.00 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 4,536.00 24,372.65 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 24,372.65 24,372.65 o . 00 15. o . 00 16. o . 00 17. o . 00 18. o . 00 19. o . 00 o . 0 0 o . 00 19. Tax Due..................................................................................................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. D Side 2 L 15056042148 15056042148 -1 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-058 DECEDENT'S NAME Richard W SHEARER STREET ADDRESS 1 9 J 0 h n Mar Co U rt CITY I STATE IZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.00 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) 0.00 TotallnteresVPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 0.00 (SA) (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No o [!] o [!J o [!] o [!J o [!J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.,...,."",................,.,."".................,.""..,................................................... .... 0 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or.......... ................................. .................... ........................ ........................... d. receive the promise for life of either payments, benefits or care?............................................................. 2. If death occurred after December 12, 1982, did'decedent transfer property within one year of death without receiving adequate consideration?"""...,.....................,.."............,."".,....................................................... ....... For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P .S. 99116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty:-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)). A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rlv-16G8 EX. (1-'8) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHEARER, Richard W FILE NUMBER 21-06-058 Include the proceeds of litigation and th13 date the proceeds were received by the estate. All proplrty Jolntly-ownlCt with thl right of sutvlvOrlhlp must bl dlsololld on sohldull F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 JPMorgan Chase Bank Value Checking Account No. 09397738 4.008.27 2 Xerox Federal Credit Union Savings Account member No. 24809 7.895.38 3 2006 Dodge Caravan Minivan - valued using Kelly Blue Book. Valuation is attached 17.005.00 TOTAL (Also enter on Line 5, Recapitulation) 28.908.65 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1161 EX. (12-") . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHEARER, Richard W FILE NUMBER 21-06-058 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State _ Zip 2. Attorney's Fees Johnson Duffie 750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Barbara A Shearer Street Address 19 John Mar Court City Mechanicsburg Relationship of Claimant to Decedent 3,500.00 State Spouse PA Zip 17055 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 286.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 4,536.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rly.1602 EX. (l.t8) . SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDeNT ESTATE OF SHEARER, Richard W FILE NUMBER 21-06-058 ITEM NUMBER 1 DESCRIPTION Cumberland County Register of Wills Office AMOUNT 106.00 2 Cumberland County Register of Wills Office - Filing Fee for Inheritance Tax Return and Inventory 30.00 3 The Patriot News - Notice of Estate Administration 150.00 .... f Subtotal 286.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV.U13 EX. ('..00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER SHEARER, Richard W NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal ctistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not Llat Trust.eta) FILE NUMBER 21-06-058 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Barbara A Shearer 19 John Mar Court Mechanicsburg, PA 17055 Spouse Entire Estate Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ESTATE OF RICHARD w: SHEARER SCHEDULE OF EXHIBITS EXHIBIT A Last Will and Testament of Richard W. Shearer signed and dated November 9th, 2006 EXHIBIT B Kelly Blue Book Valuation for 2006 Dodge Caravan. :295835 \, ..z-. , -.... ~'~ .~, ,,-;~,-_:: ':'-~' __:-1 tor- r -- ,- -- .-...r=- ....~..-;....~_..--,~-_._.:_--_..:=:.~.._:.-- Last Will and Testament OF RIcHAiID W. SHEARER I, RICHARD W. SHEARER, of Monroe Township, Cumberland County, Pennsylvania, being of sound and disposing 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 Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE n TANGIBLE PERSONAL PROPERTY I give and bequeath my motor vehicle(s), household and personal effects and other tangible personalty of like nature (not including cash or securities). together with any existing insurance thereon, unto my wife, BARBARA A. SHEARER. If my wife, BARBARA A. SHEARER, predeceases me, I give and devise the same unto those of the following of my children, TOINETTE M. LUMADUE, RICHELE ANN DURBIN, and STACEE L. DICKENSHEETS, who survive me, to be divided equally among them in as nearly equal shares as is practicable. ----._~._. ARTICLE ill REST, RESIDUE AND REMAINDER I give, devise and bequeath all of the rest, residue and remainder of my estate, of whatever. nature and wherever situate, unto my wife, BARBARA A. SHEARER. If my wife, BARBARA A. SHEARER, predeceases me, I give, devise and bequeath the residue of my estate in equal shares unto my children, TOINETTE M. LUMADUE, RICHELE ANN DURBIN, and ST ACEE L. DICKENSHEETS, or the then-living issue, per stirpes, of anyone of the foregoing who predeceases me. ARTICLE IV . UNIFORM TRANSFERS FOR MINORS In the event any beneficiary of my Will has not reached the age of twenty- five (25) years at the time for distribution of his or her share, distribution of said share may be made in the discretion of my Personal Representative after considering the age and needs of the beneficiary, either directly to the beneficiary or to a Custodian for such beneficiary until age twenty-five (25) under the Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A ~ 5301 et seq., or the applicable Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the state of residence of such beneficiary as the case may be. My Personal Representative may designate as such Custodian any institution or person, including my Personal Representative, qualified to act as a Custodian for such beneficiary under s~ch A<::t in effect at the time such distribution is made. A receipt for any payment or distribution so made shall be a full discharge therefor to my Personal Representative, who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter. 2 ARTICLE V POWERS OF PERSONAL REPRESENTATIVE My Personal Representative (Executor) shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. c. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. D. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such tenns or conditjons as they deem proper. E. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. F. To compromise any claim or controversy. 3 . _.,.~-:-..'..:;. .... ....,.--:;\" ,~' -' . ~. . -?"','''Z:""'';"i'=~,~,.,},!~.",,,,;., ,,~,. 4.. .",.,,,....,,.,...,..,,'.'...A..",..C.....:.''-.:..,.;.J,''''';''''.'''''';..; .~.. .<""""'" "'."...,....... . . .' . . '.- : : --'..~_,-:-':' ,.~;-~_.:-.:.~':'i:,:":,<;~~~': ~'\\~>_<.:_:~_: :;_~,~,,__~: ,'<,~~, ~ G. To make such elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes as my Personal Representative shall deem appropriate, without obligation to adjust the distributive share of any person thereby affected. ARTICLE IX PERSONAL REPRESENTATIVE I name, constitute and appoint my wife, BARBARA A. SHEARER, Executrix of this my Last Will and Testament. Should my wife, BARBARA A. SHEARER, fail to qualify or cease to so act, I name, constitute and appoint my daughter, RICHELE ANN DURBIN, Alternate Executrix to complete the administration of my estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this 7t!1- day of I!~ 2006. A1 ~ ~ tV Jk.u ""' (SEAL) RI~ W. SHEARER ----- Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. ~h~ ~~ 4 . --,-~.~~-'"~.......~~-.::..... ~.;;-i.:;;:i,.' -- . -, "...,..,_.,. "':~''"'"''__'~P."....~...."I-.~_"'*'''''1--.'''''''~'-'''''''''''~~~''''''':':'~"'''.f:..,,,~:,~"',,",,,:.'~:T,,,,,-,,,~,~:-~~"':a.'..i!>::f';:''''.l>~~'.1,~;t~''~!:o~~~, ~, ,:c..~, _ 0.... ;~.. ~.. : "'-,_ :~.~~ 'i?'_.:;. '.S~':"~ ".-':' rr~':'-''''''''"'::~~'~~~~E,r~:~:..~__~. _">.~::._ _~_,~~ AFFIDA vrt AND ACKNOWLEDGMENT COMMONWEALm OF PENNSYL VANIA : ss. COUNTY OF CUMBERLAND We, RICHARD W. SHEARER, ~(lL.a~SJt,~ _EiVJlM\J.a. ~ and , the Testator 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 Testator signed and executed the instrument as his Last Will and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~tJ IJl~4~ RICHARDW. S~ ~ fJlvr- Witness ----........... - ~~ Witness Subscribed, sworn to and acknowledged before me by RICHARD W. SHEARER, Testator, and subscribed and sworn to before me by 1Z&.t1tcLtt&..'. ~ and f.J I ~ ~. , witnesses, this 1717 day of \\J.i)~~ ,2006. ~~~~ 5 COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL GAil J. MAHONEY, Notary Public Lemoyne Boro., Cumberland County My Commission Expires Feb. 19. 2010 :286584 , ~~--"~---C:o-~----~--r- - '~"'"-'-''''''-'''''-'~~--''-'- .- Kelley Blue Book - Private Party Pricing Report - Dodge, Caravan ..~~ ~ DODCIi. CARAVAN Page 1 of3 80 year~ advertisement ". c.,.. d, _ .; . ",__' . . ',:' ':' _.~ . h:,." :. ,:,:;' :',-,,:.:;.:,,':,"'<,'-' TAKE ACARAYAN OUT AlD_'t, , FIND OUT MORE Quick Dealer Price Quote Search Used Car listings List Your Car for 5 cm!~PARE NEVi CARS REVIEWS & RATINGS USED CARS ~ > Used Cars> 2.O.O.Q > QQdge > ~ > SXT Minivan 4D > Equipment Print This Page 2006 Dodge Caravan SXT Minivan 4D Trade-In Value Private Party Value ....... . .._........~.._. .. ........_....N. ...... ...~.................._...... Suggested Retail Value Photo Gallery Blue Book Review Specifications I d Shopping Tools I Free CARFAX Record Check I Auto Loan from 6.55% APR I I Compare Insurance Rates I Payment Calculator I Extended Warranty Quote i Print For Sale Sign > 18UY A USED CAR j on Blue Book Classifieds™ i 1 I ZIP Code 17055 ! I I To View Ads, Click , ! -.-.,,' -- -"..... .--..--..----......- .",-'-' -"-' --- . _.. ....1 I I ! ; II SEll. YOUR USE D CAR ! on Blue Book Classifieds™ I i Reach millions of shoppers on " kbb.com, Cars.com, and other I popular sites. i I Find out more, Click , 1. FIND THE RIGHT CAR Compare Used vs. New $15,000 to $20,000 II ==l I i I I I I i I i I BLUE BOOK* PRIVATE PARTY VALUE (WHR1'S; THIP Condition .I,WHl'l'!"$ '!'Hl,>i Value Excellent $17,005 Good $15,945 More Photos I I , NEXT STEPS: ! I Fair $14,600 Search Local Listings Sell Your Van/Minivan Vehicle Highlights Mileage: 16,694 Engine: V6 3.3 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard Change Equipment 7 Passenger Air Conditioning Power Steering Tilt Wheel Cruise Control AM/FM Stereo Dual Front Air Bags Quad Seating Privacy Glass http://www.kbb.com/KBB/Selection/Condition.aspx 01/17/07 Kelley Blue Book - Private Party Pricing Report - Dodge, Caravan Power Windows Power Door Locks Cassette Single Compact Disc Alloy Wheels To View List, Click Blue Book Private Party Value View Another Vehicle Select Year... Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Or Search by Category Or Change ZIP Code Vehicle Condition Ratings Check Vehicle Title History Excellent fX.X.XX] $17,005 "Excellent" condition means that the vehicle looks new, is in excellent mechanical condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title history and will pass a smog and safety inspection. The engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. The vehicle also has complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good ot:X:X]' $15,945 "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair ODD $14,600 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. This vehicle has a clean title history, the paint, body and/or interior need work performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. Poor D;,';,( N I A "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is in poor running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is considered "poor." A vehicle in poor condition may require an independent appraisal to determine its value. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. * Pennsylvania 1/17/2007 http://www.kbb.comlKBB/SelectionlCondition.aspx Page 2 of3 - advertisement - 01/17/07 Kelley Blue Book - Private Party Pricing Report - Dodge, Caravan Page 3 of3 II Accurate Condition Appraisal Change Condition Accurately appraising the condition of a vehicle is an important aspect in determining its Blue Book value. Taking our 16 question condition quiz will ensure you know the correct condition rating. NEXT STEPS: Search Local Listings Sell Your Van/Minivan @ 2007 Kelley Blue Book Co., Inc. All rights reserved. Jan-Feb 2007 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations wff/ vary based upon market conditions, speCifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Keffey Blue Book assumes no responsibility for errors or omissions. (v. 07012) About Us Careers FAQ & Contact Us Site Map Media Center Advertising Buy the Book Privacy Policy Copyright & Trademarks @ 1995-2007 Kelley Blue Book Co., Inc. http://www.kbb.com/KBB/Selection/Condition.aspx 01/17/07 JERRY R. DUFFIE RICHARD W. STEWART C. ROY WEIDNER. JR. EDMUND G. MYERS DAVID W. DELUCE JOHN A. STATLER JEFFERSON J. SHIPMAN JEFFREY B. RETTIG KEVIN E. OSBORNE RALPH H. WRIGHT. JR. MARK C. DUFFIE JOHN R. NINOSKY MICHAEL J. CASSIDY LAW OFFICES JOHNSON DUFFIE MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY ELIZABETH D. SNOVER KELLY L. BONANNO OF COUNSEL HORACE A. JOHNSON F. LEE SHIPMAN WHITEH'S EXT. ~1(}6~.!006) E-MAIL dlw@jdsw.com April 18,2007 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 o C;o . '::~ ;'13 r-...,J ":';::;.) G~:,:") .--.1 :'r..i--;w -"'C ?J RE: Estate of Richard W. Shearer ; Date of Death: January 4,2007 Your File No.. 21-2007-058 Our File No. 5124-5 -0 \D r.'? c.,) Ui Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is no tax due. 2. 2 copies of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to us in the enclosed envelope. 3. Inventory 4. Copy of Page 1 of the Inventory to be time-stamped and returned to us in the enclosed self addressed envelope. 3. Check attached to this correspondence in the amount of $30.00 representing the $30.00 filing fee for the Inheritance Tax Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, ~~~~N.~UFFIE. STEWART & WEIDNER ~alAJlW4UClL Estate Administration Paralegal Ene. c: Barbara Shearer, Executrix :295831 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL@JDSW.COM JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. ~ - -a 2 en ~ o 1) ... .- u.. ~ 3 ~ ~w \U ::>0 (:t, u 4. u:.03 '6~cnc;r> ~~~~ ~o~o.. '6z~uj ~~3~ WWo:J. '0~u.\ca. $==>50 (t:.0