HomeMy WebLinkAbout04-0402
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of. r: ~>L+l.. ~ I' '1 (> c; - ~ ,l~ :...:.:../J TNoO',' 2..1 - 04 - 40"l-
also known as C. c-<..-t -'" " '" I" G) _ ___ ' f
Register of Wills for the 1.
, Deceased. County of C 1):'IA h~ f' lOt "dUn the
Social Security No. I C; '< -- I.::? - 9' ~/7 ..3 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut P- r )(
in the last will of the above decedent, dated Fe f.:, f' ~.. f ' ~ I q ~ ~
and codicil(s) dated
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in {' I J t'Vl :::: l ~--:
h eA. last family or principal residence at (Vt "'I
Count]lp~~vania, with
C a..... -'.
(list street, number and muncipality)
Decendent, then 9' I years of age, died ~' .P
at fI/I. i7l--v'ld1 ('~ rA~ \ ~ i
Except as follows, decedent did not marry: was not divorced and did not have a child born or adopted
after execution of the will offered fo probate; was not the victim of a killing and was never adjudicated
incompetent:
;;;0
,
, -l-9 ;:J U2;) ~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 3- 3, (;?'V -rfD
$ 0
$ (]
$
o
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
(testamentary; administrau n c.I.a.; ;0ministration d.b.n.c.t.,..;;t.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l ss
COUNTY OF ~m'oe.c-\o..~A ;
,
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
taHve(,) of the ahove deoedent petiHonec(,) will well and trul~,administec 'if'tate accmding to law.
Sworn to or affirm~ and subscribed { 7/6</7---Y Wy__ ~
be re met this ~ day of ( ~
~ ~
. ~
~ ~
Regi r ~
hanicsbur PA 17055
PlACE OF D1SPOSI11ON. Name ofC..-tery, Clematory LOCATION. CItyITown, ~. Zip eoc.
",00...- Franklin County.
.... Lurgan Twp.. PA
MARITAL STATUS. u.rried
~MarriM,WICIDw<<f.
--
'4. Widowed
17c.D .......".1Md1rl
RACE. Amencan lndiIIn, 81i1c:k. WtriI:.. etc:.
_I
10. White
SURVIVING SPOUSE
I" wile. gMI maldeo namel
.. Cumberland
DECEDENT'S USUAl OCCUPRK>N
I~MJrk~~a::=:&:)'
"L Homemaker "..
DECEDENT'S MAILING ADDRESS (SIr.... Civfbvn. sc.. Zip Code)
Ie.
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17..
Carlisle
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~IromSt..O
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OUETO(ORJ.CONSEOUENCE Of):
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I ApproxUnaI.
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: onMI and dNU'I
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PART..: Otherligniftcanlc:onctltioNc:oncrIluIIngtodnth,buI
noI rnuItIng in... undIrtying __ giwn in FAAT I.
{ :
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DUE 1O{OA AS ACONSEOUENCE Of):
DUE 10 (OR AS A CONSEOUENCE Of):
WERE AUTOPSY FINDINGS
AtAILABlE PNOR 10
COMPt.E11ON OF CAUSE
OF DEATH?
MANNER OF DEATH
ORE OF INJURY
(........Ooy.-I
TIME OF INJURY
INJURY Kf 'M)RK1
DESCRIBE HOW INJURY OCCURRED.
o
o
Coutd not be det.muned 0 PLACE OF INJURY. AI home, "nn, SI~..t. factory, office M.
building, etc. lSpea!v)
2Ie. 21b. 8. ...
CER'TIFlER1Check only onel \'
6CERTIFYING PHYSICIAN (Physoan cer1lfytng cause d dNlh whero anoIhC!r DhYSICI8I\ has pronounced dealh ana completed tlern 231
To~bntor",yknowllldgll,de.thoecurndduetotNewse(.).ndmalfw"'f...tated,.............................. .
........
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Pending lnvNtlgalton
"PRONOUNCING AND CERTIFYING PHYSfClAN IPhV$IC1ilI1 both ."onounclfIQ oealh andcef1llyJOg 10 cause 01 de8ltl)
To lhe besI of my knoW'Jedp, death occ....,., al ttw..... date, and pe.ca, and d....to Ihe cau..(a) and manne, a. .Ialed
o
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UCENSE NUMBER
00 10
SIGNATURE AND mLE
.,..0
NoD
.......
JOe.
-MEDICAL EXAMINER/CORONER
On the b..ls of examlMtton ~or Investlgallon. in my opinion. de.lh occuned al the time, d.'...
manner.. stated.. . . . . . . . . , . . . . . . . . . . . . .. . . . . . .
31a.
REGISTRAR'S SIGNATURE AND NUMBER
nd due 10 the cause(a) and
o
14(1 2r 11)f
34.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF :ttDf~rrANC1:(M~(T ("
APPRAISEMENT, ALLO~E.DR~DrSA~~O~ANCE
OF DEDUCTIONS AND:ASSE~HEtH Of,. TAX
..... tiMT~" f" :'7: 'tJ7-18-2005
__ -,r .~ ._ .e: -J 1:, I I ~ u
ESTATE OF SHUMAN
DAl'E--QFr.DEATH 04-20-2004
I '__..__.'. _ ...
.-FlLENUMB.ER-:- 21 04-0402
i :
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2005
(See reverse side under Objections)
AmDunt Rami tted I Sf C. ~ . ~.s- I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
~EV~lS47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CATHERINE G FILE NO. 21 04-0402 ACN 101 DATE 07-18-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value o~ Estate Subject to Tax
1- ...
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NANCY E FLYNN
703 CHARLES ST
MECHANICSBURG
PA 17055-6633
ESTATE OF
SHUMAN
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: I~ an assessment was issued previOUSly, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount o~ Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
OATE
03-29-2005
NUMBER
CD005133
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 08-02-2005
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (06-05)
CATHERINE G
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
53,925.25
.00
2,953.43
(8)
56,878.68
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
(ID)
5,425.00
3.218.32
Cll)
Cl2)
Cl3)
(14)
R.643 32
48,235.36
.00
48,235.36
14, 15 and/Dr 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
48,235.36 X 045 =
.00 X 12 =
.00 X 15 =
Cl9)=
.00
2,170.59
.00
.00
2,170.59
AMOUNT PAID
2,127.70
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,127.70
42.89
20.96
63.85
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CDRRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession Dr enjDymant to Class B (collateral) beneficiaries af the decedent aftar the expiration of any estate for
life or for Years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritanca Taxas
at the lawful Class B (collataral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140 J.
Detach the top portion of this Notice and submit with your payment to the Registar of Wills printed on the reverse side.
--Make check or money order payable to: REGISTEROFWD..LS,AGENT.
Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriata county,
or the issuance of an Orphan's Court citation.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at www.revenue.state.pa.us. any Register of Wills or Revenue District Office, or from the Department's
24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
Any party in intarest not satisfied with the appraisement, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice
by filing one of the following:
A) Protast to the PA Department of Revenue, Board of Appeals. You may Object by filing a protest online at
www.boardofaooeals.state.oa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, YOU must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed.
B) Election to have the matter determined at the audit of the eccount of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If eny tax due is paid within three t3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with fir$t day of delinquency, or nine (9) months and one (I) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced bY the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are:
Interest DailY Interest DailY Interest
Rate Factor Year Rate Factor Vear Rate
2DX .000548 I988-1991 117. .OD0301 ~ 9~
16% .000438 1992 9% .000247 2002 6%
11% .000301 1993-1994 7Z .000192 2003 5Z
13Z .000356 1995-1998 9% .000247 2004 4%
10Z .000274 1999 7Z .000192 Z005 5%
9Z .000247 2000 8i.: .000219
Vear
Rn
1983
1984
1985
1986
1987
Daily
Factor
.000247
.000164
.000137
.000110
.000137
--Intere$t is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotIce issued after the tax becomes delinquent will reflect an intere$t calculation to fifteen (15) days
beyond the date of the aS$eSSRent. If payment is made after the interest computation date shown on the
Notice, additionel interest Rust be calculated.
" A
REv.14jIfE~ (1\..88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMON\IVEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrs NAME
FILE NUMBER
Shuman, Catherine G.
REVIEWED BY
ACN
Daniel Heck
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
G
2104-0402
101
The date of death value of the IDS annuity of $953.43, has been placed on this schedule.
~,
q~
ORIGINAL
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 171 28.D6D1
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FLYNN NANCY
703 CHARLES STREET
MECHANICSBURG, PA 17055-6633
______n fold
ESTATE INFORMATION: SSN: 193~ 1 2~9483
FILE NUMBER: 2104-0402
DECEDENT NAME: SHUMAN CATHERINE G
DATE OF PAYMENT: 07/27/2005
POSTMARK DATE: 07/26/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/20/2004
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 0099/37343
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
REV.1162 EX(11~961
NO. CD 005624
AMOUNT
$63.85
$63.85
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
RENUNCIATION
21- 04- - 402..
In Roe Estate of {. a. the".,.. I 'vt 'L
6,
SA U ~i?' rl
d~ased.
To the Register of Wills of
etA VV1 /; t J' /-(;1 Yl /
County, Pennsylvania..
The undersilJ1ed
) i e./fJ~ f n E,l 5 11(~ ~t2' ",
of
the above decedent, hereby renOl1nc:e(s) the right to administer the ~tatc and respectfully askCs) that Letters
fe- s t a h1 e ~ -h. a i"\... /
/
be issued to Ala Y1 C)Y- ,J: /)/ n vI
WITNESS
hand this
day of
,20_.
iJl
l~~
#- / ~.~ /'?/
~~
(SilMture)
co
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2 5' '37 FVI'~ vrdS'I.'J/ C/" I?d
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(siplatur<)
(Addrt!!;&)
(Signatur,,)
(Mdrcssl
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
LAST WILL AND TESTAMENT
OF
CATHERINE G. SHUMAN
2-' -- 04 - 40d.-
I, CATHERINE G. SHUMAN of the Borough of Camp Hill,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament, hereby revoking any will previ.D~sly dlade ..f?Y' me.
.- J:::>. '
I - I direct the payment of all my just debts~~nd funeral
N
expenses out of my estate as soon as may be practical after my
death.
_":1
II - I bequeath my automobile to my granddaughter, JENNY
MARIE 0' HANDLEY, should she be under the age when she can hold
title to a motor vehicle, it shall be titled in the name of her
mother, JOYCE O'HANDLEY until she comes of age.
III - I bequeath certain articles of my furniture, household
goods and personal effects in accordance with a written list made
by me during my lifetime. In absence of a list or designation on
the list, I authorized my executors to distribute said tangible
personal property among my children, or sell the articles and add
the proceeds to the residue of my estate as they in their sole
discretion shall decide.
IV - I devise and bequeath all the rest, residue and remain-
der of my estate of whatever nature and wherever situate unto my
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill. PA
four children, DIANE KOCH, STEPHEN SHUMAN, NANCY FLYNN and JOYCE
0' HANDLEY, the share of a deceased child to be paid to his or her
issue, per stirpes.
v - I appoint my son, STEPHEN SHUMAN and my daughter, NANCY
FLYNN, Co-executors of my estate. Neither of my personal
representatives shall be required to post bond in this, or any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
I this, the L~ day of cJ.::~ ,1998.
eO~JA~~. (SEAL)
CATHERINE G. SHUMAN
Signed, sealed, published and declared by CATHERINE G. SHUMAN,
Testatrix therein named, on this and one (1) other sheet of paper
as and for her Last Will and Testament, in our presence, who, in
her presence, at her request, and in the presence of each other,
have hereunto subscribed our names as attesting witnesses.
41"0Ah7). M
Name
------ y ('
\ /It..w UJ.~ }:}kt45
'-..-/ Name-
(JQftl {) I-It / /
, Address
I)
Out;
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
II
I
I
I.
I
I
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
OF
CUMBERLAND)
WE, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed
willingly (or willingly directed another to sign for her), and
that she executed it as her free will 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 that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
e~~~~
~;~t.riX-1?k{)
Witness
------
(k '(
Witness
Subscribed, sworn to and ackn
testatrix, an~~t*scribed and sworn
nesses, this day of
before me by the
me by both wit-
, 1998.
Notarial Seal
Shelby L. Yingling. Notary Public .
Camp HI". Bora. Cumberland County I
My CommIssion Expires April 8. 2000 !
Member Pennsylvania Association of Notaries
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
FLYNN NANCY
703 CHARLES STREET
MECHANICSBURG, PA 17055-6633
RE: Estate of SHUMAN CATHERINE G
File Number: 2004-00402
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/06/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~Jf=.~00H
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
t'A.+l\ e f'. "11 e G: - S~\v/V\~Tl
Date of Death:
4rr' I
d. 0 / :;;; 0-0 Lj
Will No.
;;;< I - d 0 0 '( - ?' CJ,;J Admin. No.
To the Register:
I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
~
( 0;;[.. u '" &, ,,)
"D .. C1 ,.., C' rt}<::. OC {"
Address
(P&;;iC{
T ifY'-R...o~WY\. fZ.v C/o.d
,
17/1(:)
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s: le P h.€ f1 S/"'u mcu} .
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chlA f'C &. ~~
:(0 c S L-, "nfYI<'f t1 {}' J~ (
G-.:, I c1. .> b" I' 0, f\J c .;;J / S .?
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
iFo (::0eYl.r:-?eA. Cf-..,l.Arcl, !2.c""d
-"
Date:
(iJr_~~ IY dCbY
1'~1 !- (-./~) ~~
Signature
Name
fl)"" r1 c.y e
/03 C~(ps
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Address
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i 70 s-"S-
Telephone ( 7} ") - 7 h b - 3 :J P /
L 0: 8 V V l 180 VO.
Capacity: L/"'Personal Representative
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_Counsel for personal representative
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LAW OFFICES
HERBERT G. RUPP, JR.
RICHARD C. RUPP
ANN MEIKLE ERIKSSON (1964-82)
RUPP AND MEIKLE
A PROFESSIONAL CORPORATION
355 NORTH 21ST STREET, SUITE 205
CAMP HILL, PA 17011
(717) 761-3459
E-MAIL: RUPPLAWl@AOL.COM
MAILING ADDRESS
P.O. BOX 895
CAMP HILL. PA 17001-0395 / ,
TELEFAX: (717) 730-0214
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(1'-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FLYNN NANCY
703 CHARLES STREET
MECHANICSBURG, PA 17055-6633
-------~ fold
ESTATE INFORMATION: SSN: 193.12.9483
FILE NUMBER: 2104-0402
DECEDENT NAME: SHUMAN CATHERINE G
DATE OF PAYMENT: 03/30/2005
POSTMARK DATE: 03/29/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/20/2004
NO. CD 005133
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,127.70
I
I
I
I
I
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I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 0094
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$2,127.70
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
LAW OFFICES
RUPP AND MEIKLE
HERBERT G. RUPP, JR.
RICHARD C. RUPP
A PROFESSIONAL CORPORATION
355 NORTH 21ST STREET, SUITE 205
CAMP HILL, PA 17011
MAILING ADDRESS
(717) 761'3459
P.O. BOX 395
ANN MEIKLE ERIKSSON (1954'82)
E-MAIL: RUPPLAW1@AOL.COM
CAMP HILL, PA 17001.0395
TELEFAX: (717) 730'0214
March 31,2005
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Catherine G. Shuman
Filing Fee - Inheritance Tax Return/Inventory
Dear Ma'am:
Please find enclosed two checks, each in the amount of $15.00 as filing
fees for the above-referenced documents.
Thank you for notifying us that the original check that had been
enclosed was in excess of amount required for same. I apologize for any
inconvenience this may have caused you.
/
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RCR/cac
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en
~"'-'\~L
FORM 16 REG. WILLS
INVENTORY
of all real and personal estate of
CATHERINE G. SHUMAN
(Number and street)
CARLISLE
(city)
deceased, late of
MANOR CARE
(Borough or Township)
,Cumberland County, Pennsylvania, 17013
(Zip Code)
CARLISLE 8@ROUGH
who died
APRIL 20, 2004
(date of death)
PERSONAL ESTATE SCHEDULE
.. AMERICAN
PORT F~UP ACCOUNT
Q2
Q~
$35,197.02
$'4,9:1'9;63
f"
PNC BANK
ACCOUNT #5140058215
$1~;8Q8.40
TOTAL $53,925.25
AFFIDAVIT OF EXECUTOR OR ADMINISTRATOR
(;ommontutaltb of ~tnng!,lbania
QCount!' of
}
ss:
Personally before me, the undersigned authority, a in and for said County
.-.....-........ --,
and State, appeared tJ~ c.~ ~ . r::::-~ 1\'/).'/ who, being duly sworn according
to law, deposes and says that he i the executor or administrator of the estate of C'^- ~,,~ C:r- .
(h. V VVl tJo.... "" , deceased, that the foregoing schedules constitute a complete inventory
~
and appraisement of the real and personal estate of C 0.- ~ '-'LC2... G,. .( "'- J\./'Vl. .........\..-1
deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and
personal estate in the foregoing schedules are determined and stated by the undersigned to be fair value of said items as
of the date of the decedent's death.
this
Sworn and subscribed before me
day of
}
rf ~ ~XE~-:;;';;~TRAmR
ADDITIONAL INSTRUCTIONS
1. The inventory shall be filed no later than the date the account is filed or the due date, including any extension, for the
filing of the Inheritance Tax Return (9 months from the date of death) whichever comes first.
2. A Supplemental inventory must be filed within thirty days of discovery of additional assets.
3. An original and two copies must be filed.
4. Additional sheets may be attached as to personalty or realty.
5. See Section 3301 et seq. Of the Probate Estates and Fiduciaries Code of 1972, as amended.
6. The inventory must be typed.
(') ::l> )> ." ."
o' C. ..... CD CD'
c. S- CD c:
="" ..., ....,
:3 CD :;,
CJ) CD ~ ~
CD CJ) '<
(') (')
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Q ~ .~ 3
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? en ,...
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CD ,...
n
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TOTAL $53,925.25
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DE:CEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
SHUMAN, CATHERINE G.
DATE OF DEATH DATE OF BIRTH
04-20-2004 05-05-1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
X 1. Original Return
2. Supplemental Return
4. Limited Estate
4a. Future Interest Comprise (date of deatl1 after 12.12.82)
6. Decedent Died Testate (Attach copy of Will)
7. Decedent Maintained a Living Trust (Allacha copyofTrust)
9. Litigation Proceeds Received
10. Spousal Poverty Credit (dale of death between 12.31.91 end 1.1.95)
~ ,~ . Q .~ .
:::::::::::::::::::::: ~~~I~:~~: ~~~ :~:~:~ ~::::::::::::::::::::::I
FILE NUMBER
~\
COUNTY CODE
NUMBER
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SOCIAL SECURITY NUMBER
193-12-9483
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Return (date of death prior to 12.
13.82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
011. Election to tax under Sec. 9113(A)
(Allacl1 Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
C
<1>
-=
<=
C>
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6
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FIRM NAME (If Applicable)
TELEPHONE NUMBER
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
6 4. Mortgages & Notes Receivable (Schedule D)
I- 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E)
<(
.....J 6. Jointly Owned Property (Schedule F)
~ D Separate Billing Requested
a..
<( 7. Inter-Vivos Transfers & Misc. Non-Probate Property
() (Schedule G or L)
W
0:: 8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Cos~(~ChedUle H)
. JI'!"
1 O. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I)
(7)
(9)
(10)
..
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
~
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax '''.
rate, or transfers under Sec. 9116 (a}(1.2)
x
$47,281.93
x
.045
16. Amount of line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
x
.12
18. Amount of line 14 taxable at collateral rate
x
.15
19. Tax Due
20.D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
$0.00
$0.00
$0.00
$0.00
"'j
$53,925.25
$0.00
$2,000.00
(8)
$5,425.00
$3,218.32
(11)
(12)
(13)
(14)
..
(15)
(16)
(17)
(18)
(19)
$55,925.25
$8 643 32
$47,281.93
$47281 93
$47,281.93
$0.00
$2,127.70
$0.00
$000
$2,127.70
> > ElEl$(JAe.::TQ~SWE~~LE:&QUESI{Q~S&OlllcRESCE~S.E:SIDEl(AND'-iECt:lECKl',M~:r:.ft;:.loQi~, .:
TOTAL $53,925.25
Decedent's Complete Address:
STREET ADDRESS
MANOR CARE
940 WALNUT BOTTOM ROAD
CITY
CARLISLE
I STATE
IPA
IZIP
117013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$0.00
Total Credits (A + B + C)
(2)
$0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
5.
Total Interest/Penalty (0 + E) (3)
If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
$0.00
4.
$2,127.70
$2,127.70
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
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 revisionary interest; or
d. receive the promise for life of either payments, benefits or care?
If death occurred on or before December 12,1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an individual retirement account, annuity, or other non-probate property?
Yes
~
No
;
2.
3.
4.
@
8
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this retum, 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 the information of which preparer has any knowledge.
DATE
o
01
dooS-
DATE
ADDRESS
355 N. 21ST STREET SUITE 205 CAMP HILL PA 17011
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 3% [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 0% [72 P .S. ~9116
(a) (1.1) (ii)]. The statute does no 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 0% [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 4.5%, 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 12% [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.
TOTAL $53,925.25
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
LAST WILL AND TESTAMENT
OF
CATHERINE G. SHUMAN
I, CATHERINE G. SHUMAN of the Borough of Camp Hill,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament, hereby revoking any will previD~sly~ade_~~me.
;' ,:-' J:;: ;:::;,~ >~)
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I - I direct the payment of all my justdebts~~nd fUn.eral
N
expenses out of my estate as soon as may be practical after my
death.
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II - I bequeath my automobile to my granddaughter, JENNY
MARIE 0' HANDLEY, should she be under the age when she can hold
title to a motor vehicle, it shall be titled in the name of her
mother, JOYCE O'HANDLEY until she comes of age.
III - I bequeath certain articles of my furniture, household
goods and personal effects in accordance with a written list made
by me during my lifetime. In absence of a list or designation on
the list, I authorized my executors to distribute said tangible
personal property among my children, or sell the articles and add
the proceeds to the residue of my estate as they in their sole
Idiscr::i~n
shall decide.
I devise and bequeath all the rest, residue and remain-
der of my estate of whatever nature and wherever situate unto my
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill. PA
four children, DIANE KOCH, STEPHEN SHUMAN, NANCY FLYNN and JOYCE
0' HANDLEY, the share of a deceased child to be paid to his or her
issue, per stirpes.
v - I appoint my son, STEPHEN SHUMAN and my daughter, NANCY
FLYNN, Co-executors of my estate. Neither of my personal
representatives shall be required to post bond in this, or any
jurisdiction.
thiS,I:h:I~RE::~ :fhav~t
my hand and seal on
, 1998.
eQ~/h~~. (SEAL)
CATHERINE G. SHUMAN
Signed, sealed, published and declared by CATHERINE G. SHUMAN,
Testatrix therein named, on this and one (1) other sheet of paper
as and for her Last will and Testament, in our presence, who, in
her presence, at her request, and in the presence of each other,
have hereunto subscribed our names as attesting witnesses.
~<;2!M2
,./" . 'l.J2.4'1, ...
Name
----- r-"
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\ /It}; (J.\::.. /c}I~/~6
'-./ Name-
~
(Lrfq, ;/A--
Address
(JOP1/) 1-It 7 /
, Address
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill. PA
COMMONWEALTH OF PENNSYLVANIA)
ss.
COUNTY
OF
CUMBERLAND)
WE, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed
willingly (or willingly directed another to sign for her), and
that she executed it as her free will 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 that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Subscribed, sworn to and ackn
testatrix, an~~~scribed and sworn
nesses, this day of
before me by the
me by both wit-
, 1998.
Notarial Seal
Shelb~ L. Yingling. Notary Public ,
Camp HI". BC!ro. Cumberland County i
My Commission Expires April 8. 2000 :
Member Pennsylvania Association of Notarie~'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
CATHERINE G. SHUMAN
FILE NUMBER
21-04-0402
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on
Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
AMERICAN EXPRESS PORT FULlD ACCOUNT
000000112359432522002
00000011335943251002
$35,197.02
$4,919.83
PNC BANK
ACCOUNT #5140058215
$13,808.40
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$53,925.25
Copyright 2000 David James Thorpe, Esq.
o PNCBAN<
May 6, 2004
Nancy Flynn
703 Charles St
Mechanicsburg, P A 17055
scp
RE: Estate of Catherine G Shuman (Deceased)
SSN: 193-12-9483
DOD: 04-20-2004
Dear Ms. Flynn:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account#5140058215 Established 09-01-1956
CATHERINE SHUMAN
DOD balance: $13,807.87 + $0.53 accrued interest
Interest paid 01-01-2004 to 04-20-2004: $3.10
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any fmancial
transactions or provide statements~ If you need assistance with any of these items, please
call1-888-PNC-BANK. (1-888-762-2265) or stop by your local PNC Bank branch office.
7ilv IJ.~.
Helen A Cozad
1-800-762-1775 . ..
P7-PFSC-04-F
500 First Ave 4thFL CIF
PittsburghPA 15219-3128
Member FDIC
e~~ /l-cd
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Advisor Connect - Account List by Product
Page 1 of2
ONLINE SERVICE & TRANSACTIONS
'lil
Group Account List by Product Find Next Client LOQ Off
Account List - Active I Pending & Inactive Accounts View E-Statements I Arrangements
Group 10:
Grandfathered:
0359 4325 7 001
Yes
Total value of accounts shown below.
The total value of accounts does not include all products and accounts as shown on the client Consolidated Statement.
The total value is not reduced by any outstanding Overdraft Protection or Card balances.
Non-Qualified Accounts
Cost Value as of
Mutual Funds 1 Basis .. Shares 04/28/2004
DIVERSE BOND FUN - A
CATHERINE G SHUMAN TOO $35,988.95 7,300.772 $35,197.02
00000011 235943252002
CASH MANAGE FD - A
CATHERINE G SHUMAN TOO $4,918.60 $4,919.83
0000 0011 33594325 1 002 4,918.600
f
Qualified Accounts - MRS CATHERINE G SHUMAN
IRA
Individual Plans
IDS Life Annuity
INCOME PAYABLE LIFE
CATHERINE G SHUMAN
00000931033254935004
Contract
Date
Total
Purchase
Payments
Value as of
04/28/2004
Notes:
~o '\
N/A ID0 )y '*
\Ii" 0 IV
.x> V (\ I'
;: If" Y
cY 0, ~ f,.~!J'
e}" 0 \ ~ ~
IV
. The .cost basis may not be accurate if the fund's shares were transferred to the account as fAir
a gift or inheritance. X-
03/25/1993
$22,067.01
Disclosures for Clients:
1This cost may not be accurate if your shares were transferred to you as a gift or
inheritance.
https://advisor4.aexp.com/OST/secure/ AccountListByProductJ AccountListBvProduct.aso?.. 4/29/2004
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
CATHERINE G. SHUMAN
21-04-0402
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1. HARTFORD LIFE INSURANCE
ANNUITY
CONTRACT 10GA020360 2000 100% 0 2000
TOTAL (Also enter on line 7, Recapitulation) $2,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 David James Thorpe, Esq.
.,.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
CATHERINE G. SHUMAN
FILE NUMBER
21-04-0402
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
FUNERAL EXPENSES:
1.
FOOD COST NEW HOPE
UNITED METHODIST CHURCH
USAGE FEE NEW HOPE UNITED
METHODIST CHURCH
EBY GRANITE WORKS MEMORIAL
$150.00
$100.00
$318.00
2.
3.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) NANCY FLYNN
Social Security Number(s) I EIN Number of Personal Representative(s)
City MECHANICSBURG State PA Zip 17055
Year(s) Commission Paid: 2005
Attorney Fees RUPP AND MEIKLE
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
$2,400.00
B.
1.
$2,300.00
4.
Probate Fees
SHORT CERTIFICATE
Accountant's Fees
$145.00
5.
6.
Tax Return Preparer's Fees
$12.00
7.
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$5,425.00
TOTAL $53,925.25
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
CATHERINE G. SHUMAN
FILE NUMBER
21-04-0402
Include un reimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
MANOR CARE
$3,118.32
$100.00
GUISTE WHITE FAMILY PRACTICE
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$3,218.32
TOTAL $53,925.25
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
CATHERINE G. SHUMAN
FILE NUMBER
21-04-0402
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. NANCY FLYNN DAUGHTER 25%
703 CHARLES STREET
MECHANICSBURG, PA 17055
DIANE KOCH DAUGHTER
6624 JONESTOWN ROAD 25%
HARRISBURG, PA 17112
STEPHEN SHUMAN
1105 S. FRIENDSHIP CHURCH ROAD SON
GRAY COURT, SC 29645 25%
JOYCE 0' HANDLEY
780 EBENEZER CHURCH ROAD DAUGHTER
GOLDSBORO, NC 27530 25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- T ITIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
Copyright 2000 David James Thorpe, Esq.
BUREAU OF INDIV~f~~~ornCE CF
INHERITANCE TAX DIVIS:1;1';!;:~~,''''''l:-' ("- ','11 ,(-
PO BOX 280601 "_'_,_','1--., _ -- '., : "
HARRISBURG PA 17128-06ftl,j;', " J -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-16D7 EX AFP (03-05)
CU~~,!< e,F
nPF:-iL.'
NANCY rirftYNN.
'V'_.",
703 CHARLES ST
MECHANICS BURG
'CT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-22-2005
SHUMAN
04-20-2004
21 04-0402
CUMBERLAND
101
CATHERINE G
?n"r, ~Llr. '10 p",",' li: 27
Lv...u..... -J'"
Amount R_itt.d
PA 17055-6633
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax payment.
.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF SHUMAN
CATHERINE G FILE NO.21 04-0402
ACN 101
DATE 08-22-2005
THIS STATEHENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELDW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-18-2005
PRINCIPAL TAX DUE: 2,170.59
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTERESTIPEN PAID (-)
03-29-2005 CD005133 .00 2,127.70
07-26-2005 CD005624 20.92- 63.85
TOTAL TAX CREDIT 2,170.63
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .04CR
.
~
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
FLYNN NANCY
703 CHARLES STREET
MECHANICSBURG, PA 17055-6633
RE: Estate of SHUMAN CATHERINE G
File Number: 2004-00402
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/20/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
A~&~~~
Glenda Farner Strasbaugh,
Clerk of the Orphans' Court
cc: File
Counsel
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
C,x-+C,e.^. (\12
C' _ S i\ v( IV1 C>. 11
Date of Death:
llyr:/
;) 0, d tV Lj
Estate No.:
;) I 0 ((- (.') <-I CJ ;)
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration ofthe estate is complete:
Yes Q: No 0 -h.J + ~~e 60-1 (.,{ Nt i ~,~vJ I p ctq e
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did t~J?ersonal representative file a final account with the Court?
Yes Gd No 0
b. The sepa:ate OrphanR' Court No. (if any) for the personal representative's
account IS: fJ ( t.L
c. Did the person~resentative state an account informally to the parties in
interest? Yes No 0 ,::"/)0,,\ A){l..o-~-.--...L-\ ..;:> i . :;Jet) "S-
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: c' 3/:5'1 I!:b
. ) ~~1 (, (--<i!~~-M~~' ) Ity,.t---
SIgnature I
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I U {~ 1"\ C ~I t-. - ( ::,"'- v"~,,,...tl1 ) t- <11111
Name :-1 --1
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{'v\ t" (. h. (,( /\ I' C s. 10 I-'\. "1 ,P r/ I ;0 .S~S -, (., h 2.:/
Address
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W,...,L. - 7/')- ~1'7 -)yL{' Y
Telephone No.
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v"-l-'''-vay.
~......_....__....1 D.o__.or>.o'l"\+t'l.+~"(rA
~ .LL,.1,:)uuUJ. .1.'-""P1."""""'Ul.UU\'\,.I
o Counsel for personal representative
/10
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