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Home My WebLink About07-28-0815056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code near File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.zsoso~ 2 1 0 8 0 3 2 2 Harrisburg, PA 17128-0601 - RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174 20 4614 03 13 2008 10 23 1927 Decedent's Last Name Suffix Decedent's First Name MI SHADLE ANNA J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X'i 1. Original Return ~ J 2. Supplemental Return ~ 3. Remainder Return (date of death --- - prior to 12-13-82) 4. Limited Estate ~ qa. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) I X ', g Decedent Died Testate ` 7. Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) L-~ (Attach Copy of Trust) 9. Litigation Proceeds Received ~ I 10. Spousal Poverty Credit (date of death ~ i 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach $Ch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number THOMAS E. FLOWER ESQ. 717 737 3405 Firm Name (If Applicable) SAIDIS, FLOWER & LINDSAY First line of address 2109 MARKET STREET Second line of address City or Post Office CAMP HILL State ZIP Code PA 17011 Correspondent's a-mail address: REGISTER~OF WILLS USE~ONLY c~ f 1 t,~ :_ . ~== ~~`-_ .._ _ s~:. DA}~ FILED r;~ - i .~. ~,n 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. URE OF PERSO RES~JS LE FOR FILING RETURN DATE ~!T[ Lisa D. Hassel ~- ~Q DRESS 145 Mountain View Road, Shermans Dale, PA 17090 SI ATU E OF PREPARER OT TAN REPRESENTATIVE DAT ,~ Thomas E. Flower Es ~~~~~~c~~~ ADDRESS 2109 Market Street, Camp Hill, PA 17011 Side 1 15056041147 15056041147 J REV-1500 EX DecedenrsName: Anna Jeanette Shadle RECAPITULATION 1. Real Estate (Schedule A) ......................................................................................... 2. Stocks and Bonds (Schedule B) .............................................................................. 1 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. 6. Jointly Owned Property (Schedule F) L~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) n Separate Billing Requested ............. 7. 8, Total Gross Assets (total Lines 1-7) ....................................................................... 8. 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. 12• Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and Governmental Bequests/Sec 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 .00 0 . 0 0 15. 16. Amount of Line 14 taxable 16 at lineal rate X .045 0 . 0 0 . 17. Amount of Line 14 taxable at sibling rate X .12 3, 0 0 0. 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 2 0 4, 6 9 4.12 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15056042148 Decedent's Social Security Number 174 20 4614 134,078.00 2,799.86 86,865.97 223,743.83 7,091.62 8,958.09 16,049.71 207,694.12 207,694.12 0.00 0.00 360.00 30,704.12 31,064.12 Side 2 15056042148 15D56042148 REV-1500 EX Page 3 File Number 21-08-0322 Decedent's Complete Address: Anna Jeanette Shadle STREET ADDRESS 132 Wesley Drive CITY Mechanicsburg ~ STATE ~ ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit g. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty Total Credits (A + B + C) Total InteresUPenalty (D + 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT a (1) 31,064.12 (2) 29,473.68 (3) (4) (5) 1,590.44 (5A) (56) 1, 590.44 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. ~ x I b. retain the right to designate who shall use the property transferred or its income :.................................... ~~ x ~_~ c. retain a reversionary interest; or .................................................................................................................. ~~ _] x] d. receive the promise for life of either payments, benefits or care? .............................................................. r 1 X ~~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without _ receiving adequate consideration? ....................................................................................................................... ~ - ~ x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ! ~ x~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~L ~ ~~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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. §9116 (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. §9116 (a) (1.1) (ii)]. The statute does not exempt 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. §9116 1.2) [72 P.S. §9116 (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. 28,000.00 1,473.68 Rev-7502 EX+ (6.98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is def ned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointlyowned with right of survivor;hlp must be disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) (If more space is needed, additional pages of the same size) Rev-1503 EXt (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 All property Jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 49 shares of MetLife, tnc. 57.14 2,799.86 TOTAL (Also enter on Line 2, Recapitulation) 2,799.86 (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 B (Rev. 6-98) Rev-1508 EX+16.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 - ~~ ------ -.....~_.._.. _.._ ..... ....... ..... r......,.,......,........,.,........y .~ ~~ ~„a.~. All property Jolntly~owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 AlertOne Services, Inc. -Refund 21.15 2 Commpassionate Senior Care -Refund for prepaid services 1,315.00 3 M & T Bank Checking Account # 2678003647 26,945.93 4 M & T Bank Savings Account #015004200915401 56,263.89 5 Personal Property -Per Appraisal by Claude C. Wolfe & Associates dated April 1, 2,320.00 2008 (attached) TOTAL (Also enter on Line 5, Recapitulation) I 86,865.97 (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-1151 EX+ (12.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Shadle, Anna Jeanette 21-08-0322 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER Q FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. ~ Attorney's Fees See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 225.01 3,635.50 306.00 7. Other Administrative Costs 2,925.11 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 7,091.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+6.98) SCHEDULE H-A FUNERAL EXPENSES continued COAMAONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev1502 EX+ (6.98) SCHEDULE H-B2 ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANUI INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) Rev7502 EX+6.98) SCHEDULE H-B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-64 (Rev. 6-98) Rev-1502 EX+ (6-98) COMMONWEALTH OF PENNSVLVANUI INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N-B7 OTHER ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Shadle, Anna Jeanette 21-08-0322 ITEM NUMBER DESCRIPTION AMOUNT 1 Claude C. Wolfe & Associates -Invoice dated 04/16/2008 225.00 Appraisal for personal property 2 Cumberland Law Journal -Reimbursement made to Saidis, Flower & Lindsay 3 Erie Insurance -Home Owners Insurance Policy Number Q522100499 4 Erie Insurance -Home Owners Insurance Policy #Q522100499 5 Full Service Security, Inc. -Fire & Burgler System 6 Lower Allen Township - Sewer/Trash 7 M & T Estate Checking Account -Check Fee 8 Napoli Landscape Professionals -Snow removal and lawn mowings 9 Napoli Landscape Professionals 10 Napoli Landscape Professionals 11 Pennsylvania American Water 12 PPL Electric Utilities 13 PPL Electric Utilities 14 PPL Electric Utilities 15 Recorder of Deeds -Record deed in Cumberland County 75.00 184.00 184.00 818.30 87.50 9.37 230.00 169.60 127.20 43.61 25.49 19.11 35.67 39.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev1502 EX+ (6-98) COb7+lONWEALTH OF PENNSYLVANIA INHERITANCE YAX RETURN RESIDENT DECEDENT SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+t6.96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF (FILE NUMBER Shadle, Anna Jeanette 21-08-0322 Include unrelmbursed medlwlexpenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Bonnie K. Miller, Tax Collector - 2008 County Township Taxes 519.89 2 Cash -personal care items 500.00 3 Compassinate Senior Care -Retainer fee 2,500.00 4 Lower Allen Township - Sewer/Trash 87.50 5 Margaret Mensah -Visiting nurse 2,700.00 6 Miscellaneous Debt 182.57 7 Pennsylvania American Water 28.14 8 PPL Electric Utilities 52.36 9 Saidis Flower 8~ Lindsay -Legal fees from matter prior to death 180.00 10 Saidis Flower & Lindsay 607.50 11 Special Event Emergency Medical 133.60 12 UGI 141.00 13 Verizon 33.03 14 Visiting Angels -Services from 3/1 to 3/15/2008 1,105.00 15 Visiting Angels 187.50 TOTAL (Also enter on Line 10, Recapitulation) I 8,958.09 (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 I (Rev. 6-98) REV-1513 EX+ ~9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Shadle, Anna Jeanette 21-08-0322 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) Do Not Llst Trustees) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Harry James Dolby Brother Three 3,000.00 4509 N. Progress Avenue thousand Harrisburg, PA 17110 dollars Harry I Hassel, III Grand Nephew Fifteen 15,000.00 145 Mountain View Road Thousand Shermans Dale, PA 17090 Dollars Harry I. Hassel, Jr. Friend Three 3,000.00 145 Mountain View Road Thousand Shermans Dale, PA 17090 Dollars Lisa Dolby Hassel Niece 100% of the 186,694.12 145 Mountain View Road residue Shermans Dale, PA 17090 Total 207,694.12 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r 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 II -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) LAST WILL AND TESTAMENT OF JEANETTE D. SHADLE I, JEAIVETTE D. SHADLE (nee ANNA JEANETTE DOLBY), of Lower Allen 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 all other Wills and Codicils heretofore made by me. FIRST I direct the payment from my estate of my just debts and the expenses of my last illness as soon after my death as conveniently maybe done. I direct that my body be cremated and buried next to my husband, pursuant to the instructions I have provided to the Jessie H. Geigel Funeral Home. SECOND A. To my brother, Harry James Dolby, should he survive me by thirty days, I bequeath the sum of Three Thousand Dollars; B. To Harry I. Hassel, Jr., my niece's husband, I bequeath the sum of Three Thousand Dollars; C. To my niece's son, Harry I. Hassel, III, I bequeath the sum of Fifteen SAIDIS, FIAWER ~ LINDSAY ,~mwvExs•.vuw 21Q9 Market Street Camp Hill, PA Thousand ($15,000.00) Dollars, to be held for him in a PUTMA account, until he attains the age of twenty-one (21) years. I appoint my executor, Lisa D. Hassel, to serve as custodian of said minor's PUTMA account. 1 THIRD All the rest, residue and remainder of my estate I give, devise and bequeath to my niece, Lisa Dolby Hassel. FOURTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in her absolute discretion: A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other nlvestments; C. To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for SAIDIS, FIAWER Sz LINDSAY ~~•~.UW 2109 Market Street Camp Hill, PA such prices and upon such terms as my personal representative, in her sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; 2 E. To make settlements and compromises on such terms as my personal representative in her sole discretion may deem wise without the necessity of obtaining any court approval thereof; F. To make distribution hereunder either in cash or kind, as my personal representative in her discretion may deem. wise. SIXTH I do hereby nominate, constitute and appoint LISA D. HASSELL, of Carroll Township, Perry County, Pennsylvania, to act as Executrix of this my Last Will and Testament. SEVENTH I direct that no personal representative appointed under this instrument shall be required to give bond for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, JEAI~TETTE D. SHADLE, have hereunto set my hand and ~,qz_ seal to this my Last Will and Testament, this o,~ day of ~-~,~t.i_,tt.~ 2008. ~ _.~~~ JEANETTE D. SHADLE SA.IDIS, 1~7AWER Si LINDSAY Al"IDRNEYS•AT•UW 2109 Market Street Camp Hill, PA 3 Signed, sealed, published and declared by the above-named JEANETTE D. SHADLE, Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of other. ,, ,,~ ADDRESS 2109 Market Street WITNESS ,~~~ Camp Hill, PA 17011 7f1 / .L._..r-- ADDRESS 2109 Market Street TNES ~ Camp Hill, PA 17011 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND Ss. We, JEA_NETTE D. SHADLE,%lt~lt~~ ~, ~t.~~cei~~2 and r~'~r~~t L , t.£7~.r~.E~ SAIDIS, ~~OWER &z I~IDSAY u'roxn~s•.+~•uw 2109 Market Street Camp Hill, PA the Testatrix and witnesses, respectively whose names are sighed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that. the Testatrix signed and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed as his 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 witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. w --~~~~~ JE TTE D. SHADLE, Testatrix Witness .~/ ~ Witness Commonwealth of Pennsylvania ) SS. County of Cumberland ) On this, the ~ day of ~.~ ` 2008, before me, Jo Ann Seker, the undersigned officer, personally appeared Thom s E. Flower, Id. #83993, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the testator and witnesses. I have signed my name and affixed my seal. Notary COMMONWEALTH OF PEf~NSYLVA{J{A Notarial Seal Jo Ann Seker, Notary Public Camp Hill Bono, Gumbeiiand County My Commission Expires June 30, 2011 Member, Pennsylvania ossociation of Not2ries SAlDIS, RAWER Sz LINDSAY ~~.~.UW 2109 Market Street Camp Hill, PA 5 TaxDB Result Details Detailed Results for Parcel 13-24-0793-104. in the 2404 Tax Assessment Database DistrictNo 13 Parcel ID 13-24-0793-104. MapSuffix HouseNo 132 Direction Street WESLEY DRIVE Ownerl SHADLE, JEANNETTE D C/O PropType R PropDesc LivArea 1148 CurLandVal 28260 CurImpVal 81640 CurTotVal 109900 CurPrefVal Acreage .20 C1GrnStat TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBkPage 0019T-00513 YearBlt 1959 HF File Date 01/12/2005 HF_Approval_Status A ~ ~. a s ~/ 3 5~ 0 ~~ `'~ Page 1 of 1 L++_.~~+..._a~, ,.,.~., ~,.+ia,,,,,;i„ .,~~~:a-~~ ~n n~n~ ins .e,al,~ol0~+_1 'TJ'717f1nR Q n Q ro .y J .r. G.. O ~ Z ~ ~ ~~ m rn z a~ ~ a ~ m w m N O O y W s t3'~ O O m O D 0 N -.7 *-' ~ ~ W Y W O ^- r ru W r w N -.I F-' o~ ~{ ~~ ".~ O rh~ m W 0 ~ Q ~ ~ "~ } t.. C {SI ~ ~ ~ ~ SU (~ a ~ ~ !~ ~, ~ ~ ~ cn ~ M, s. ~~` ~:; -, ~ z o Q C c °' to cc~ -' ~, a ~~ -~ a ~° - ~ x 77 ~ ' C1 - y c ~ x r Q ~ , u ~ n ~ ~ r ~ ~ a ~ - r v ~" ~ Y Cr Q, -J V .y ~ n I '~ ~ a ay Vo.~ ~ Z ~ a ~ ~ ~l y .~ ~ `'~..5 ~ 7 * mao t ~ ~, ~~ __ ~ `~ s~ .. ~rn -~ '~ W s- W ~ ~ ..~ N N 0 0 ~ ~ r F-' v N ~`''~ f~ a'~ - ~ygo o _ ~ 'rF~ ~ ~'1~ C 9F,'e~. S curlryF e~u~¢s ~ lnclud d -a -eta~isnn Dack. ___.,. .._-.--^ _(~{t{{}71 {{{{{l{{N{1RN{®pll~C~~ Compassionate ~'enio~ Cage Serving the Elderly with Dignity and Respect 4601 Locust Lane, Suite 301 Hamshur~ PA 17109 Bill To Jeanette Shadle 132 Wesley Dr Mechanicsburg, PA 17055 1i~~ Invoice Date Invoice # 3/10/2008 1934 Terms Due Date Net 10 3/20/2008 Serviced Quantity Description Rate Amount 3/10/2008 ~ Customer Deposit 2,500.00 2,500.00 Payment of Deposit -2,500.00 -2,500.00 TOtal $o.oo Phone # Fax # Web Site 717-657-8808 717-657-8840 www.compassionateseniorcare.com ~o~~assionate senior Cage Invoice Serving the Elderly with Dignity and Respect 4601 Locust Lane, Suite 301 Harrichur~ PA 171 D9 Bill To Jeanette Shadle 132 Wesley Dr Mechanicsburg, PA 17055 Date Invoice # 3/21 /2008 1952 L'1~ L Terms Due Date Net 10 3/31/2008 Serviced Quantity Description Rate Amount 3/10/2008 3/13/2008 45 Hourly Service (15 or more hours per week) 17.00 765.00 3 Overnight Service -Flat Rate 140.00 420.00 Return of Customer Deposit (Partial -Remainder by -1,185.00 -1,18.00 check ~ j~i~) A w ~~ ` ~ ~ ~~' ~ ~ ~ ly,~~ / n ~ ~\ e Thank you for your business. TOtal $o.oo Phone # Fax # Web Site 717-657-8808 717-657-8840 www.compassionateseniorcare.com p M~s~ 499 Mitchell Road. Millsboro. DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 June 1 Q 2008 Law Offices Saidis Flower & Lindsay 2109 Market Street Camp Hill, Pennsylvania 17011 Re: Estate of. Jeanette D Shadle Social Security: 174-20-4614 Date of Death: March 13, 2008 Dear Sir or Madam: Per your inquiry dated June 4, 2005, please be advised that at the time of death, the above-named decedent had on deposit with this bald: the following: L Type of Accoarnt Cl~ecktng Account Account Number 2678003647 Ownership (Names o~ Jeanette D Shadle Opening Date 12101170 Closed 03/28/08 Balance on Date of Death x'26, 943.93 .Accrued Interest 8 0.00 Total $26, 94.93 2. Type ofAccotitnt Savings Aceoa~nt Account Number 015004200915401 Ownership (Names o~ Jeanette D Shadle Opening Date 10/09189 Closed 03/31108 Balance on Date of Death $56,263.89 Accrued Interest $ 0.00 -------------------------------------------------------------------------------- ----- Total $~ 6, 263.89 Please be advised, there was no safe deposit box found for the above decedent. x If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Trindle Road Office # 717-737-2308. Sincerely, Nancy Clagett Records Management CLAUDE C~ I~iOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET CAMP HILL, PA 17011 717-737-0734 April 1, 2008 Appraisal for the Estate of Jeanette D. Shadle 132 Wesley Drive, Mechanicsburg, PA 17055 LIVING ROOM Aqua colored recliner 30.00 Floor lamp 10.00 Round table 2.00 2 Wing back chairs with 1 ottoman -soiled & worn 10.00 End table -poor condition 2.00 Blue electric operated chair 65.00 Table lamp 2.00 Telephone 6.00 Octagon end table -poor condition 5.00 Table lamp 2.00 RCA portable TV 25.00 Mahogany end table 20.00 Optimus VCR 10.00 Love seat 50.00 Oval coffee table 35.00 Round end table -poor condition 8.00 Table lamp 2.00 Kenmore vacuum cleaner 10.00 Hoover vacuum cleaner -old 2.00 Hoover upright vacuum cleaner 8.00 VCR tapes 10.00 Alarm clock 1.00 Fire extinguisher 7.00 Misc. contents of living room 25.00 CLAUDE C. VVOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET CAMP H1LL, PA 17011 717-737-0734 Shadle appraisal Page 2 of 6 DII~TING AREA 9-Piece dining room suite 200.00 Wall mirror 20.00 Artificial plant 2.00 Large painting 10.00 Sconce set 2.00 Wyndam china -Japan - "Spring Garden" partial svc/8 35.00 Japanese tea set 30.00 Misc. crystal 10.00 Misc. artificial plants 15.00 Panasonic radio/phony - ald 3.00 8-Track tape player & tapes 2.00 Misc. contents of dining area 15.00 KITCHEN Blender 2.00 GE refrigerator 100.00 Misc. everyday dishes 10.00 Flatware 5.00 Utensils 5.00 Trash can 1.00 Cookware 8.00 3 Kitchen stools 15.00 Toastmaster convection oven broiler 10.00 Misc. contents of kitchen 15.00 HALL Linens 5.00 Iron 1.00 Oval mirror 4.00 Decorations 4.00 CLAUDE C. WOLFE & ASSQCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET CAMP HILL, PA 17011 717-737-0734 Shadle appraisal Page 3 of 6 LARGE BEDROOM Pair of end tables 30.00 Single bed 10.00 Trash can 1.00 Pair of table lamps 5.00 Battery charger 5.00 B&D air station(compressor) 7.00 Aluminum ladder 10.00 Sharp UX-510 fax machine 35.00 33 1/3 Record albums 10.00 Nostalgia radio/phono 20.00 Wooden magazine stand 8.00 Exerciser 1.00 Shopping cart 3.00 Folding chair 3.00 Luggage 2.00 Cedar wardrobe 40.00 Misc. costume jewelry 15.00 GE radio/tape player 20.00 Misc. cassette tapes 2.00 Misc. VCR tapes 10.00 Electric fan 3.00 Table 6.00 6-Drawer chest -1930's 70.00 Misc. watches 100.00 Misc. old cameras & binoculars 10.00 3-Drawer chest 8.00 4-Drawer Maple chest 65.00 Misc. books 5.00 Linens 10.00 Misc. tools & hardware 2.00 CLAUDE C. WOLFE ~ ASSOCi~-TES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET CAMP HILL, PA 17011 717-737-0734 Shadle appraisal Page 4 of 6 LARGE BEDROOM -continued Aluminum cane 1.00 Carpet sweeper 2.00 Clothes rack 3.00 Lady's writing desk & Victorian chair -poor condition 50.00 Table lamp 1.00 Telephone 3.00 Misc. pictures 10.00 Wooden cabinet -poor condition 3.00 Misc. contents of bedroom 25.00 REAR BEDROOM Wooden rocking chair 35.00 Octagon table 8.00 Table lamp 2.00 GE portable TV -old 10.00 5-Piece Blondish colored bedroom suite -double bed 145.00 Pair of boudoir lamps -hobnail milk glass 5.00 Table lamp -hobnail milk glass 2.00 Alarm clock 1.00 Cedar chest -poor condition 20.00 2 Walkers - 2 canes 4.00 Linens 10.00 Quilt 30.00 Scales 3.00 Misc. contents of bedroom 10.00 BATH Trash basket 1.00 Bath seat 2.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET CAMP Hilt, PA 17011 717-737-0734 Shadle appraisal Page 5 of 6 BASEMENT B&D Dustbuster Plus 5.00 B&D Power Driver 5.00 B&D Ratchet 5.00 Christmas decorations 5.00 Basket 6.00 Toro power shovel 8.00 Shop vac 5.00 Trail Breaker sled 20.00 Scott's spreader 3.00 B&D hedge trimmer 8.00 Craftsman electric chain saw 15.00 Misc. models 25.00 Misc. hand tools 50.00 Misc. hardware 10.00 Cooler 3.00 Werner step ladder 25.00 Tackle boxes 5.00 4 Clothes racks 20.00 Work table 15.00 Dehumidifier 25.00 Electric dryer -broken 1.00 Portable refrigerator 30.00 Misc. contents of basement 50.00 SHED Chairs 5.00 Dolly Z.00 Misc. garden tools 5.00 Weedeater 10 string trimmer 1.00 Misc. contents of shed 5.00 CLAUDE C. WOL~E & ASSOCIATES AUCTI~DNEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET CAMP HILL, PA 17011 717-737-0734 Shadle appraisal Page 6 of 6 CARPORT 6HP riding mower 150.00 APPRAISAL TOTAL $ 2,320.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES W. K. Dusty Chapman, CAGA INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-0322 Lisa D. Hassel Personal Representative(s) of the Estate of Anna Jeanette Shadle _ A/K/A Jeanette D. Shadle deceased, depose(s) and say(s), that the items appearing in the following inventory include all of the personal assets wherever situate and afl of the real estate In the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ~~_~_~ tory are true and correct. I understand that false state- }~ GE2~-ti - _ ments herein are made sub}ect to the penalties of Lisa D. Hassel 18 Pa.C.S. § 4904 relating to unsworn falsification to } _ authorities. c7 = ~= ~~ `.~ _ .;~ -- f ; - ~ ~ Attorney-- (Name) Thomas E. Flower Es (Supreme Courtr.[~.~,.) ._ r~"839g~' (Firm) Saidis, Flower 8c Lindsay ----- -- - = ~ ~ - (Address) 2109 Market Street, Camp Hill, PA 17011 :~~ ~~~ -~ (Telephone) - 717-737-3405 - -- •-. --- , DATE OF DEATH LAST RESIDENCE 132 Wesley Drive DECED~T'S SOC. SEC. N,~- ~ , 03/13/2008 Mechanicsburg, PA 17055 174-20-4614 u'• FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... Total Real Property ................................................ Total Personal and Real Property ......................... 84,545.97 2,320.00 2,799.86 89, 665.83 134,078.00 223,743.83 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW ~9 Rev. 1413-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-0322 DATE OF DEATH LAST RESIDENCE 132 Wesley Drive DECEDENTS SOC. SEC. NO. 03/13/2008 Mechanicsburg, PA 17055 174-20-4614 Cash AlertOne Services, Inc. -Refund 21.15 Commpassionate Senior Care -Refund for prepaid services 1,315.00 M & T Bank Checking Account # 2678003647 26,945.93 M & T Bank Savings Account #015004200915401 56,263.89 Total Cash 84,545.97 Personal Proaerty Personal Property -Per Appraisal by Claude C. Wolfe ~ Associates dated April 2,320.00 1, 2008 (attached) Stock /Listed Total Personal Property 2,320.00 49.0000 shares MetLife, Inc. 2,799.86 Total Stock /Listed 2,799.86 Real Estate 132 Wesley Drive, Mechanicsburg, Pennsylvania -Parcel ID 13-24-0793-104 134,078.00 Total Real Estate 134,078.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 223,743.83 LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET JOHN E. SLIKE CAMP HILL, PENNSYLVANIA 17011 CARLISLE OFFICE: ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 26 WEST HIGH STREET JAMES D. FLOWER, JR EMAIL: attorney~sfl-law.com CARLISLE, PA 17013 CAROL J. LINDSAY www.sfl-law.com TELEPHONE: (717)243-6222 JOHN B. LAMPI FACSIMILE: (717)243-6486 MICHAEL L. SOLOMON GEORGE F. DOUGLAS, III DEAN E. REYNOSA THOMAS E. FLOWER REPLY TO CAMP HILL MARYLOU MATAS July 25, 2008 .._; ~~ ~~ '.o 7~ ~ Cumberland County Register of Wills -~ `~~- `~ -- - _: ~_~ ~ Cumberland County Courthouse - `~ rv -- One Courthouse Square ~; ~_-~~ -~, Carlisle, PA 17013-3387 `' ` i ~'` ~ ~ _ ~ --~ _ Re: The Estate of Anna J. Shadle-File No. 21-08-0322 J Dear Ms. Strasbaugh: Enclosed are two (2) original copies of the Inheritance Tax Return and the Inventory to be filed in your office. A copy of both the Inheritance Tax Return and the Inventory are included to be time-stamped and returned to me in the self-addressed stamped envelope. Two (2) checks are included, one (1) in the amount of $30.00 to cover the filing fees and one (1) in the amount of $1590.44 to pay the additional inheritance taxes due. If you have any questions or comments, please call. Very truly yours, SAIDIS, FLOWER & LINDSAY ~Jo Ann Seker Paralegal ~s Enclosures :3~~1y.1SOd rn ~~ .. i o ~, ~' r. .- ~ ~r ~ c u~ lf7 9 ~_ ~ ~~ ~~ ~~ LL i , •d3 c - c~ ~ ~ N_I"ISdH - C`" ':'~J , ti , ,Jt_~u ~= ~. ~" {'~'~ 7 f~.. v ~ 2 E.i ( i_ ~'" - to -~ a ~~ ~ ,, _ ~_~t_, ~. . ,- ,,, ,, . - / 1S L., ~....~ ~, 7 v ~ ~ A N O ~ a ~ ~ L ~ o ~ ~ ~ °¢ w ~U " ~ -~ ~M ~+ ~ ~o ~x c cCAM o~ O O y O w N~ UU ~~ ~ ~~~Q A ~~~a. ~ ma~~aS ~ ~~U ~ ~Ea~'~ ~~cc~ UUOU O Z LO L Z Lw Lr L a w F- Q 0 w Lw 'L w C~ w o~