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12-17-09
15056051058 REV-1500 Ex (OS-a5) aFFtc,,,L „sE a,~,~,. ~ ~ ~ ~~ Couriy Code Y~r ~'"~"' d "~ Ta>ats File Nurlber INHERRANCE TAX RETURN PO eox 280601 21 09 tiert'stxag, PA 17128-0801 RESIDENT DECEDENT 0825 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date d Birth 140-22-5079 08/09/2009 03/28/1931 Decedent's Last Name Suffix Decedent's First Name MI Sheridan Daniel F (ff Applicable) Ertbr 3urvlvNrg Spouse's Mformation BNo>Iv Spouse's Last Name StAflx Spouse's First Name MI Spouse's Social Security Number THIS RETURN MU8T BE FlLED IN DUPLICATE YYRH E REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~` 1. Originef Retum 2. Supplemental Retum __ 3. Remainder R (date d death prior to 12-1 ) 4. Limited Estate '; 4a. Future Interest Compromise (dated "_`° 5. Federal EstaN ax Relum Required death after 12-12-82) 6. Deoederrt Died Testate ::'.:~ 7. Decadent Maintained a Living Tnrst 8. Toff Number Safe Deposit Boxes (Attach Copy d Weq (Attach Copy or Tntat) 9. Litigsiiprt Proceeds Received CF~.) 10. Spousal Poverty Credit (date d death __. 11. Election t0 tax Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O ONDENT - TINS SECTION MUST NE COMPLETED. ALL CORRESPONDENCE AND CONFlDENML TAX INFORMATION SItO tlD ~ DIRECTED TO: Name Deylkrle Telephone N rttber Kathleen Shaulis, Esq. (717) 243-6655 Finn Name (N Applicable) REGISTER OF LLS USE ON~ First line of address ~ P. O. Box 1229 ~ ~ m _ j X "J d Second Nr-e of address ! ~~ ~ DAFE City or Post Office State ZIP Code D Carlisle PA 17013 ~ corresportdertt's e-mail address: 1rs037carlisle(c~sprintmail.com UrMer paneNfes d penury, l dsdare that I travp examined the rs4sn, brcludirg acoomparryirg schedrles and ataAemerMs, and to the hest d bgwledpe and beReF, it is true, cortect and complete. Dederatlorr d preparer oUrsr than the personal ropresarrtatlve is based on all inlbrnrstlon d MRrkh pre arty ImoMAedge• S FILIN RETURN ~._. la ~ r7 - ©~ ADDR P.O. Box 1229 Carlisle, PA 17013 SI O REPRE ENTA VE ~~ }~ ~- i~- 09 P. O. Box 1229 Carlisle, PA 17013 PLEASE USE ORIGINAL RORNN ONLY Side 1 15056051058 1505605 058 ~T:7 :-.I~.: i ,..~ >~: ,~ g.j.~,:.+.. _.. ^7 r _, _ r _=. {.._. a°y'7 r~ -r, J 15056052059 RE1/-1500 FJ( Daniel F Sheridan t~aarrr. _.__.~ .._.._.__.._ _ __.w_. _ _..___ ,_... ~ ._._ _ ___.__ . _._~...__ . _ _ ~ _ _ _ .__-__. . RECAP111JLI1TION 1. Real estate (Sdredule A) ............................................. 1. 2. Stocks and Borrds (Schedule B) ....................................... 2. 3. Closely Held Corporatbn, lP a Sole-Propip (Schedule C) ..... 3. 4. Mortgages ~ hates Receivable (Srtredule D) ............................. 4. 5. Cash, Bank Deposits 8 btlsoetlatreous Personal Property (Sr~reedule E) ........ 5. 8. Jointly Owned Property (Schedule F) c~:_~m> Separate BilNng Requested ....... 6. 7. IrMer-Vivos Tn~nsfers 8 MisceNeneoue Nort-Probate Pn~perty (Schedule G) __' Separate Biding Requested........ 7. 8. Total t3ross Assets (total tines 1-7) .................................... 8. 9. Furreraf Expenses & AdmirtisUative Costs (Sdredule H) ..................... 9. 10. Debts of DecerteM, Mortgage LiabiNlies, & Liens (Schedule I) ................ 10. 11. Total Dsductlons (total Lines 9 8 10) ................................... 11. 12. Net Value of Efate (LNte 8 minus Line 11) .............................. 12. 13. Charitable and Govarrxnentai BequestslSec 9113 Tnrsts for which an elecgon to tax has not Deen made (Schedule J) ........................ 13. 14. Net Valve SubJeat to Tax (Line 12 minus Line 13) ........................ 14. _. TAX COMPUTATION -SEE INSTRlICT1ON8 FOIL APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (ax1.2) X .0~ 15. 18. Amount of Line 14 taxable at lineal rate X .0 45 18. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable ffi coNateralrate X .15 18. 19. TAX DUE ......................................................... 19. 20. FILL dN THE OVAL IF YOU ARE REQUE8TiNG A REFUND OF AN OVERPAYMEMy Decederd's Social 140-22-5079 15056052059 Side 2 1 0.00 265,998.80 0.00 O.DO 305,886.48 184,470.87 95,681.42 852,037.57 26,844.94 4,696.80 31,541.74 820,495.83 fl.00 820,495.83 3fi,922.31 36,922.31 ~} 9 FtEW1500 EX Pella 3 J J~_~~~ FIN Nlxapa~ ~~ 09 0825 UeCeQeitiCS a.vmp~a~ ..u... ~aa. oECt~Ertrs socia~ sEC m rR r~ 140-22-5079 Daniel F Sheridan sTREtrAtxrRESs 33 Cedar Circle STATE ~ Cn1r pq 17241 Newviile Tax Payments and Credits: 1. Tax Due (Page 2 tine 18) 2 credi~Parna<its A. Spousal Poverty Credit 35,000.00 $~ Prbr Payments 1,642.05 C. Diecourrt 3. ~ d applirwble 1). kltarest Total Credits (A+ 9 + C } (Z) E. Penany Tout lriteresUPerially { D + >: } {3) 4. ff Line 2 is greater than Lrtle 1 + Line 3, enter the dtitererrce. This is the OVERPAYMENT. {~) FlN in aal an Pape 2, Line t0 rmo regrraat a Muid. 5. M Lure 1 + Wre 3 is greater than tine 2, arlter the diRererroe. This is the TAX WIE. {5) A frder the irk an the tax due. (5A} B. F.rder the bfai d Line 5 + 5A This is the BALANCE DIiE. {~) Make Check Payable to: REGfS~ER OF WiLL.S, AGEIV'f PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "l(" IN THE (1) 3s,s42.o5 $0.26 811.26 t. Did decedent make a transfer and: a. retain the use or ewome of the properly barwierted :........................................................................................ ^ b. ran ine right is designeAe who shah use the property trams or hs income : .......................................... ^ c. retain a reversionary ilk a ...................................................:...................................................................... d. receive the promiee for 14e of either payrrlenis, berretits a cafe? ...................................................................... 2 0 death occurred af6er Decen~er 12,1t192, did deoederft trarrefer propeAy wflhin one year of death 3. deoodent own ~payable.....upon death t~rk account or seaaity at his a her death? ............. ^ 4. t7id iieoedeM own an IndiVitluel Retirement Aocoum, annuxy, or oilier non-probate property wiadl rxx~ns a beneiiaary designation? ....................................................................................................................... ~ THE ANSIMER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R For dates of death an or after Juty 1,1994 and trefore January 1,1995, the tax rate imposed on the net value of transfers to or for ~ three ~ Pe-cer>1172 P.S. §9116 (a) (1.1) I~]. For dates of deatll on or after January 1, 1995, the tax rate imposed on the net value of transfers to a for the use of the t72 P.S. §911ti (a) (1.1) (~]. The s1e a trarre#er 4a a sunnving spouse from tax, and the statutory tiirtg a tax return are s81 apphcstile even ft the survhiing spouse is the orfiy berlefir~ary. For dates d death on or ater July 1,2000: The tax rah _ on the net value of transfers from a deo~sed ch9d tNrerity-one years of age iN ycurlger at death to or for adoptrve parent, or a ~ pf ifle cFt1d _Ls zero ~ pefcerd [T2 P.S. §911t>(e~1.2)]. The tax rate wnposed on the rret vake of transfers to or for the use of the dacedenYs lineal t~ef ctaries is four and one-half 72 PS. §9116(1.2) j72 P.S. ~911~a~1)). The tax rate imposed on tree net value of transfers to or for the use of the decedents siblings is twelve (12) percent 172 P.S. §911t3(a Secl~on 9102, as an irdividual who flea at list one parent in cwrrrlon with the decd, v~hetl>er by Wood a adop1bn. TE BLOCKS No PART of THE RETURN. ~e use of the surviving spouse spouse is zero (0) Percent ~r ire r>f assets and use of a natural parent, an peroent, except as rated in Asibling is defined, under REV-1503 EX+ (8-96 scNEOU~E s COMMONWEALTH of PENNSYLVANIA STOCKS & BONDS INHERRANCE TAX RETURN RESIDENT DECEDENT t:StATE t]F MUII~R Daniel Francs Sheridan allc/a/ Daniel F. Sheridan 21 9-0825 AM propMly joYWpanled wltll riDkt of sirvlrot'~Ilip sswt a dlecloesd on SaheduN F. REM VALUE AT D/1TE NUMBER DESCRIPTION OF DEATM t • Morgan Stanley Smith Bamey Account no. 419 021945 103,674.36 2. Morgan Stanley Smith Bamey Account no. 419 021946 152, 324.44 3. United States Savings Bond -'P Series No. X0018698821 10, 000.00 ~~ ~A~p error ql ~ g, e~ : 265,998.80 (IF more apatoe Is needed, insert addNionel aheeb of the came site) REV-1509 EX+ (6-98) SC~IEp1~LE F COMMONWEALTH of PENNSYLVANIA ,~p~~„Y-01NNED PROPERTY INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE AVER Daniel Francs Sheridan aAk/a/ Daniel F. Sheridan 21 25 N an asset was made joint wkhin one year of the decederrYs data of death, k nwst be reported on Shcedu 0 SURVMNG JOINT TENANT(S) NAME ADDRESS RE TIONSHIP TO DECEDENT A. Daniel Francis Sheridan, Jr. 32 General Dakon Drive Son Naugatuck, CT 06770 e' Kathleen Marie Gallo 788 Melrose Terrace Da liter Newport News, VA 23608 C. Carol Ann Culbertson 51 Pine Creek Drive Dau biter Carlisle, PA 17013 JOINTLY-OWNED PROPERTY: tET'TER DATE DESCRIPTION OF PROPERTY DATE OF DEATH frEM FOR JOBii MADE INCLUDE NAME OF FNIANGAL NiSTRUnON AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH 'S VALUE OF NIa~ER TENANT JON(T ID@rI1FYING NUMBER. ATTACH GEED FOR JOINILWiELD REAL ESTATE. VALUE OF ASSET I ESi DECEDENT'S INTEREST 1. A p8118197 BANK OF AMERICA #U100209000086 - CD 108,237.83 50 54,118.92 2. g 09111108 ADAMS COUNTY NATIONAL BANK - CD -REPORTED ON SCHEDULE t; - TRAN.4FFR WITHIN 1 YEAR nF HEATH ^ 3• C 07I16A7 ADAMS COUNTY NATIONAL BANK -CHECKING ACCOUNT 155,606,14 50 77,803.07 4 C 03/311pg NAVY FED GRUNION -MEMBER'S SHARE ACCOUNT -113013725869 13,34 50 6.67 5. C 04/14pg NAVY FED GRUNION - SHARE CERTIFICATE -1!6800021458,9601 105,084.42 50 52,542.21 a TOTAL (Also enter on Nne 6, Recapitulation) s 184,470.87 {If more space iB needed, insert addNional sheets of the same s¢e) I~ REV-1510 EX+ (6-98) scNEOU~E a INTER-VIVOS TRANSFERS 8c COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC, NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FlLE NUMBER Daniel Francs Sheridan s/k/a/ Daniel F. Sheridan 21-09-0825 TINS adledlNe moat be completed and Algid 'd tlIe a~war b amr of quesYons 1lhnwpil 4 on the reverse side of t he REV 1500 CO SHEET is yes. REM ~~~~ ~ PROPERLY nauoenf rws:aFnrEl.men ar~aioasrsPro o~rwo DATE t~ DEATH % OF DECD'S USION TAXABLE 7HEM1EOF7WM1lFBt.RUGiA00PY0FiFE0E~PORREN.E8011E VALt~OFASSET MEREST VALUE 1 • ADAMS COUNTY BANK - CD TRANSFERRED JOINT OWNERSHIP TO 98,681.42 100 3,000.00 95,681.42 KATHLEEN MARIE GALLO ON 09111/08 TOTAL (Also eater on ine 7 Recapitulation) S 95,681.42 (H more apeoe is needed, inestt eddNbnal sheets of the same sins) EV 1511 EX+ (12-99) s~Niou~ x FUNERAL EXPENSES 8~ ool~torlwEAl_TH of PENNSr~vANU- INHERITANCE TAX RETURN ADM~NISTRATNE COSTS RESIDENT DECEDENT ESTATE OF RLE NUMBEp Daniel Francis Sheridan aAcla/ Daniel F. Sheridan 21-Q9r0825 oe~la a a.r:.aent nrwt be reporeed on scn.dv>t. z ITEM NUMBER DESCRIPTION AMOUNT a FUNERAL EXPENSES: 1' Rotil HoNman Funeral Home 7,151.41 Executor's Travel Expenses from Connecticut to Arlington National Cemetery, Wash, D.C. 907.18 Reception otter Funeral in Washington, D. C.Mostess Gift 563.60 2 MEDICAL RECORDS 111.41 ORPHAN'S COURT SUBPOENA FOR MEDICAL RECORDS 5.00 POSTAGEIDELIVERY 33.43 B. ADMINISTRATIVE COSTS: 1. Persor~ Represerrta5ve's Commissions 0.00 Nenle ~ p ReP(s) Daniel F. Sheridan, Jr. Sy~A 32 General Dalton Drive cKy Nagatuck . State CT ~p 06770 Year(s) Commission Paid: 2- ~18Y~ 17,040.75 3. Family Exemptlon: (H deoedenrs address is rat the same as daYrrarrrs, attach explarredon) Cl amant Sheet Address City State . ~P Reletiarghip of Claimant b Deoeder-t 4. Prebale Fees 464.00 5. Acoorrrdard's Fees 8. Tax Relum Preperer's Fees ~. Legal Advertising -Carlisle Sentinel and Cumberland County Legal Journal 273.16 Register of Wtlls -additional Probate cost 200.00 Bank of America • Research Fee 20.00 Register of Witls -Inheritance Tax Fikng fee 15.00 Register of WI'tls -Family Settlement Agreement fling fee 20.00 Register of WNis - Cost of Additional Short Certificates 40.00 TOTAL (Also errter on line 9, Recapittlation) 26,844.94 (8 more space is needed. insert addNonal sheets of qre same sine) i i REV-1512 EX+ (12-08) ~ : Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUM R Daniel Francs Sheridan alk/a/ Daniel F. Sheridan 21-09-08 5 Report debts incurred by tfie decedent prior to death that remained unpaid at the date of death, including unreimbu medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 • PA PERSONAL INCOME TAX PREASSESSMENT NOTICE FOR 2007 16.65 2. August voice for Green Ridge Y~lage Retirement community 1,551.84 3. September invnioe fir Green Ridge V~lage Retirement community 1,246.21 4. Swaim Nursing Home expenses 402.55 5 Embarq Telephone fees 58.53 6 USAA Mastercard 788.71 7 USAA auto/renters e~enses 98.17 8 PP~L (AUG AND SEPT) 148.70 9 ATT CELL PHONE 46.20 10 CAR MAINTENANCE 339.24 TOTAL (Also enter on Line 10, Recapitulation) $ 4,696.80 1r more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) ~ , Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF F NUMBER Daniel Francis Sheridan a/k/a/ Daniel F. Sheridan 2 -09-0825 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE Y TAXABLE DISTRIBUTIONS [Include outright spousal d'~stn'butions and transfers under Sec. 9116 (a) (1.2).) 1. Daniel F. Sheridan, Jr., 32 General Dalton Dr, Naugatuck, CT 06770 son 1 /3 2 Kathleen Marie GaNo, 788 Melrose Terrace, Newport News, VA 23608 daughter 1 /3 3 Carol Ann Culbertson, 51 Pine Creek Drive, Carlisle, PA 17013 daughter 1 /3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S OPRIATE. ~ NON TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTER TOTAL MOM TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, Insert additional sheets of the same size. SCHEDULE ..B.. ~ ,., -+ Tn O ~~ ~ Z rn O ~~ `~ w a ev ~,* a m ~-' ~ x c z x ~ tv ~ ammm o -+ w ~A~s^n ic°n z r ~ ~ r=T Z ~ -~lD~~ G ~ AGO 177 b n. S70 O oO+ZZZ N N~~ =n ~ Vt304 Q ~ ~ mN :. o~ett7o r m -I ztn Cl o~ x H 3 N fie[ O ru ~ ~ i> ao 70 ~j O O lU ^ m ~ Q ~ ~ 0.. ~ O $ o .Poe W h\+ e~F W v l" c o~ as 7 OG t V O (~ V "S1 r D f.. -p ~ ~ Q'1 r M 0 4 ~ * , ~ ~ ~e a Am~ ~C ~~ ~ C}~ ~, > ~ \N rn ~~ ~Z~ ~ ro D! ~ C? ~ ~ O~ n~ ~.~ ~o ~~ ! ~ ' ~~~ f s ~ - w~c> ~ p VA '; ., ~..f~..... __..~//~K///:~L/~'/l^~//.~C~L~'IX_//1IdlM-~YJLY9J i ,~ ~~af t07„ .r ~~ " . y~ r LU 1 ' O (~] c ~ J ~~ fTl a ~ ~ ~ c aa, ~ ~ ~ D' c,p ~ _ , ei3 o ~ . c ~_ ~. ~ ~~ ~ ..~ ; ~ ~ 'p: ~~ ,.. ~~ ~z = c p. ~~ ~ ~ ~ ~'" r-p N=t ~ m U' s .,~ ~ ~ ~ ~..1 L51: ~: ~ : i - .%4 ^ N o ' ~ ~~' ~q, 'C~' ~' ~` ~ - -` ~„ , =~. ~ tom; -~ : . . ~ _~~ i Calculated Value of Your Yaper savings tsona~s~ Caiculated Value of Your Paper Savings Bond(s) r agv vi ~ Calculator Results for Redemption Date 08/2009 Total Price Totai Value Total interest YTD In Brest $10.000.00 $12,788.00 ___ 2 788.00 49 00 Bonds: 1-i of 1 issue Next Final Interest Serial # Series Denom Date Accrual Maturity issue Price Interest Rate Value Note X001869882I I $10,000.10/2003'.,0912009'., 10/2033; $10,000.00 $2,788.00, 6.0590 ~12~788.00 Notes NI Not Issued_ NE .Not eligible forpayment P5 Includes 3 month interest penalty _. _ _ __ MA Matured and not earnin interest http://www.treasurydirect.govBC/SBCPrice 8/16/2009 Fwd: Estate Valuations From: Sheridandf@ao{.com To: jrs037carlisle@sprintmaii.com Cc: RD2YRKIDS@aol.com, Sheridandf@aol.com Subject: Fwd: Estate Valuations Date: Sep 17, 2009 2:49 PM Attachments: Fo__r_warded-Message Dear Kathy, Please see the attached document for the estate valuation from Morgan Stanley for my father's so and his IRA. The broker came up with the average values for the Friday prior to death and the Mc per your instructions. We just have to average the two to get the final number for each account. Please review this documentation and let me know if it meets the requirements or if additiona{ info had provided her with the Inheritance Tax instructions that you had previously sent to me to serve was required. Thanks, Dan Sheridan, Jr. account (AAA) Ilay after death, ation is needed. 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R Q ~~~ ~~ ~~ ~~ Se ~ ~. ~. o ~~ ~~ ~,. ~~ ~~ -.~ N ..+ cn cn iN ~~ ~ al coo cn w ~ N ~ ~ N' LL g r ~ Q Q\ +~ ~ ti0 W 1~ ~ ~ N ~ ~ W «r c!r ~~'• +l N w .~ r p Q T Cf+ t?~ i~? ~ +~ 41 ~ ~ ~ µ W ~ ~ t A ~ ~ ~ ~ ~ / p C ~ ~ W ~t~D O ct~ti 6~-Lti"d35 J.3N2lkiSHlIWS h~i~~~1 orx~YO' ~ 66ti8 bZ9 ~ SCHEE v~E CHECK ~• ~+ ~~ LINCOLN [~Y PAGE 1C CONTROL NO. 6334 ISSUED BY: BOYER, LAURIE LEMOYNE, PA 17W3 09300 PURCHASE '0 MERCURY GRAND MARQUIS 9,000.0 VIN # 2MHFM 5V87X619745 6334 0010 -9,000.0 1512 3500 9,000.0 .- ~~ ~n DETACH AT PERFORATION BEFORE DEPOSfTING CHECK . --- _ERERtFY T!iE~A[iST'tiEh~Tt^fTY CF TN[S b4ilLTE~FON!: S~CLRfi!'C'f DOCiIME~iT. ---- CfFECK BACKCaRII[lG9.T APFEA C:i ~ ~ ^ ~ ~' ~ ~ , LEMO NEA AE 7043 FULTON BANK ~itivcot.ne (717) 761-6700' (SOOT 422-3673 .LANCASTER, PA t7604 ®re~ner www.lbsmithford.com ~C3ATE ~ is 7s ., w ..:~~~ .A{~;?;.a....." M.. 30SEP09 *******9, 000 DOLLARS 00 CENTS TO THE ESTATE OF DANIEL F SHERIDAN ORDER OF u•006334u' ~;03i3Di422~: 36 1,00101 9, 000. 0 REMITTANCE ADVICE i - 4UAL'- Y ERON1? T'GP -s Q SaT t"G2Li. '~~---------_~._.__ R.7~- 006334 6 34 s-a~t42 OfTf+[Y.tfF.~~~ :.:: * ****9,000.00 BILL OF SATE FOR ME7fOR VEHICLE FOR T11E COI3SIDFItATiON OF: $ ~ ~ ~ t1. 0 t7 SEL.LIIt: Daudd F ~+~ Jr Exeaubot of the Estase a~Daniel Fnmcis Sheridan By his apt M~ihew Dean CW6~tson 51 Phie Creek Dove. t..arlisle. PA 17013 Address (717) 9b0-9958 Telep~e Roes hereby sell, assign and. transfer to BUYER: 4....`~ S -~' ~ 1~l ~~U~ ~-i ~t ~ ~~' i'~~ %'C y ``7 Nana; ~~~~ ,ut/~i°~[t'i .~ ~-f-~c~~~~~' ~~ ~ 7~~ ~ Aaaress ~~ 1 7 ~ ~ l (~ 7 ~ t% Telephone The foltow+ing destxt'bed motor vehicle (the "Vehicle' Make: Mercmry Model: t3cand M~gnis Year: 2007 The sealer wazrams tl~ the vehicle is being oransferrai free awl cleat ~ auy lien or ~. The Vehicle ~ being u on au "AS IS" basis, with no war~ies, express or implied, as to I oontditioa of the Vehicle. Federal law regois+es that the odometerr leading of a manor vehicle be staled ~ the transfer of own Faihtre m disclose the mileage or providing a false may result in iinesand/or imptisomue The Seller states that the odometer reading of the Velude is ~ °~ ~ I -~ n The Selh~ c;e<iifies that tD the best of the Seller's knowledge, the reading reffaxs the actual mReage Vehicle. The undaxigoed Seller oeztifies >mder peoatty of perja~y that the stags made in this B>31 of Sal tine and Catty tD tht best of Selkr'8 l~owledge. _.~~l~~j~~'c4~ seller's ~goat~ae: Matth~ Dean Gtit, apt. i~ Daaoiei F. shut, h F.x~ot of the Estate of Daniel Francis Sheridan, deceased The uodersgned Bayer ad®owlodges the above odometer statements of the Seller and agt~ees to Pm a~f the Vehicle oa an °AS IS" basis i~ the agreed neon price. RE: Dan Sheridan Keund RE: Dan Sheridan Refund From: "Gerbig, Chrissi" <CGerbig@presbyteriansenioriiving.org> To: "Chubb, Christine" ,Kathy Shaulis , "Shaffer, Diane" Subject: RE: Dan Sheridan Refund Date: Dec 15, 2009 5:25 PM Christine / Kathleen, The refund amount payable to the Estate of Daniel Sheridan will be $79,489.65. It will be mailed to Daniel Sheridan, Jr.'s address in Connecticut. Chrissi Gerbig Accounting Manager Presbyterian Senior Living cgerbig@presbyterianseniorliving.org {717) 502-8921 (direct) (717) 502-8843 (fax) -----Original Message----- From: Chubb, Christine Sent: Tuesday, December 15, 2009 4:38 PM To: 'Kathy Shaulis'; Shaffer, Diane Cc: Gerbig, Chrissi Subject: RE: Dan Sheridan Refund Diane, Please see email below. Could you please verify the exact amount of t check you will be issuing for Dan Sheridan's estate to Kathleen Shaul Thank you Christine Chubb Marketing Director Green Ridge Village {717) 776-8237 800 969-4450 www.greenridcievillage.orq Yage 1 or l ~s? hops://webmail.earthlink.net/wam/printable jsp?msgid=8614&x=-1767453689 I~ 12/16/2009 Kh: llan Shendan Refund -----Original Message----- From: Kathy Shaulis [mailto:jrs037carlisle@sprintmail.com] Sent: Tuesday, December 15, 2009 2:27 PM To: Chubb, Christine Subject: Dan Sheridan Refund Dear Ms. Chubb, Dan Sheridan has been keeping me updates with the progress on the ref for his father's unit. However, I plan to file the inheritance tax return this Friday. Could you please verify once again the amount of the refund check the estate will be expecting? Kathleen K. Shaulis, Esquire Shaulis Law Office P. O. Box 1229 Carlisle, PA 17013 717-243-6655 This message contains no legal advice and the signature block is not binding electronic signature. *ATTENTION* This Email contains PRIVILEDGED AND CONFIDENTIAL INFORMATION. It is intended only for the use of the Individual(s) named above. If you re not the intended recipient of this Email or an employee or agent responsible for delivering this Email to the intended recipient, you re hereby notified that any dissemination or copying of this Email is strictly prohibited. If you have received this Email in error, pleas immediately notify me by telephone or Email. Also, please delete or destroy this Email. *IRS Circular 230 Notice Requirement* This communication is not given in the form of a covered opinion, wit the meaning of Circular 230 issued by the United States Secretary of Treasury. Thus, I am required to inform you that you cannot rely upc any tax advice contained in this communication for the purpose of avoiding United States federal tax penalties. In addition, any tax advice contained in this communication may not be used to promote, market or recommend a transaction to another party. Yage "l ofl in e https://webmail.earthlink.netJwam/printable jsp?msgid=8614&x=-1767453689 12/16/2009 8800 Fredericksburg Road San /~tntonio, Texas 78288 ~o Visit us at usaa.com Tao 11d C/O DAti/ELIFLSBSRIDANID R SR LT USN RBT 32 GgliifRAL DALTOl~i DR NAUGATUCK CT 06770-4702 STATEMENT NE-1 730 110 USA C NU R 00070 33 d ~ ss~ TO UPDATE POLICIES 193 TO ~ USAA.COM OR CALL 1-800-531-8722 ~ FOR BILLING AND PAYMENT ~ INQUIRIES GO TO USAA.COM OR CAL ~ 1-800-631-8722 ~ TO REPORT A CLAIM, CALL t-800-531-8722 94lilYI11.I LSC,1t\lli X YOUR REFUND CHECK IS ATTACHED. TO FURTHER OUR MISSION OF BEING THE PROVIDER OF CHOICE FOR THE MILITARY COMO~tJNITY WE HAY OPENED IM;IBERSHIP TO ALL MILITARY RETIREES AND THOSE MFIO HAVE FgNORABIY SEPARI4TED. DO YOU KNOW ANYONE WHO MAY NOId BE ABLE TO ENJOY THE BENEFITS OF MEMBERSHIP? TELL THEM ABOUT US OR SHARE USAA AT US .COM)JOIN. 51-441119 CT 9800 Fredriicl~sllot Road US~~ San Anta®io,Tc:as 8288 DATE I1-19-2009 1304115 NLTMHP1t X0233 pwY~sTWO THOUSAND FIVE HUNDRED FIFTY POUR AND 56/100 DOLLARS TO THE ORDER OF EST OF DANIEL F SHERIDAN SR **~~554.56 swr~tc of wirlEtt~cw. cr head Message °~~ ~~KH~~~3 - FEDeRAL CREDIT UrFSIt)fd xriailb_o_x d,Qaions ~2~t~ Pv18SSS~8 4/eriiy Print ~` fiepty ~C Save ~ ~+eie?e From: Gate Miller <GMiller~ltcu.com> To: "sheridar~~aol.oom' <eheridandf~aot.com> Cc: Subject: Estate o[ Daniel F Sheridan iMo Sent: October 6, 200812:21:25 PM Size: 545K8 image001.jng ; r`KBi Attachments: sherdan.pdf {143K3t Mr. Sheridan, Page 1 of 1 ,,. ~~ . . I have attadred a copy of the paperwork you and your attorraty requested. I have also placed the original in the have any questions please call me at {818} 566-241©. Gale Miler vale Miaer • ix arch ~upprrs_45socci?ee. .~. ~c:r 6-g? . g,~.".2't~-.. " cis"". '~~ hh.~5. ~-, ., .. ~., 'fie ...i . .. "c,,;aiE • milts 'fcu.com LC~~KF1EEr~ K you hitps://securemailS.messagelabs.com/common/read.html?id=141437 ~ 10/7/2009 Estate of Daniel F. Sheridan Date of Death: August 8, 2009 Acxxiunt # 79et4,44400 1. Type of 2. Date op 3. T'~led Ctl date of 4. Balance as of 8/9/2009 $ `- Accrued interest to 8/9/2009 $ TOTAL DATE OF DEATH VALUE $ '12- •~5 5. Akxount ~~~ ~t~~ 1. Type of Account 2. Date opened__~ 3. Titled (d change{) after. 4. Balance as of 8/9/2009 $ it 11~~1Yi1D. Accrued interest to 8!9!2009 $ Oa. TOTAL DATE OF DEATH VALUE $ 1 ~ , Ll Gi (~ 5. Lockheed Federal Credit Union Branch Support Office P. O. Box 6759 Burbank, CA 91510 BY~ .~~Ld~ Title:_~~~ ~~ Date:. ~ ~` I ~l~ Estate of Daniel F. Sheridan Date of Death: August 8, 2009 Account ~ 794444400 6. 7. $. 9. 10. Akxxwnt 5. 6. 7. 8. 5. Type of Account Date opened Titled (if changed after opening, date of Balance as of 8/92009 Akxnued interest to 8/91 TOTAL DATE OF DFJ~k' Joint VALUE $ Lockheed Federal Credit Union Branch Support OfFrce P. O. Box 6759 Burtrank, CA 91510 ~,~~ ~fi ~~ Balance as of 8/92009 $ -,~~ Accnied inrterest to 8/92009 $ TOTAL DATE OF DEATH VALUE $ 1 , ~ .'f SC-~EpULE F Bank~fAmerica ~I 5701 Horatio Street Utica, NY 13502 October 27, 2009 The Law Offices of Kathleen K Shaulis, Esq, PO Box 1229 Carlisle, PA 17013 RE: Reference #: 0100209000086 Estate of: Daniel F Sheridan [Date of Dead Below fnd financial information requested on accounts held in the name of the above-captioned of date of death: as ccount Number: *********8704 CD ate of Death Balance: 107,952.12 ccrued interest: 285.71 tatus: ened 08/18/97 Active rtle: aniel F Sheridan aniel F Sheridan 1r. urrent Balance: 109,208.62 Comments: No Safe Deposit Bon Found. Please note additional requests for information not related to date of death values or to close acc unts should be directed to Bank of America Sates and Service Support at Bank of America Legal Correspondence R.S. & S. Center FL1-300-01-29 ~ • 4109 Gandy BMd Tampa, FL 33611 ff you have any questions, please rAntact the party listed bekwv. Should you need to forward any Itbnat correspondence to us regarding this matter, please direct R to the address noted above. When co { g the Bank regarding this request please use the Reference # 0100209000086. Sincerely, ~w,e~i' ~.~,eass Bambi Patterson 315-738-5630 option 6 Estate of Daniei F. Sheridan Die ~ Dee4h: Augu~f~ z~ ,, Accoun# # 301372 ~ C• 1. Type of Acooun ; `J f ~~ ~? -~ ~ t ~ ~jts~•~E : ~~v, ,~; 5 2. Date opened _ `~ i Off' 3. Tilled (if changed after open~g, date of ' change} ,,;~a 4. Balance as of 8f92009 $ i :~ -~4 Accrueat interest to 8/92009 $ ;~ IOTA! DATE OF DEATH VALUE :~ ~ •-. s~ 5. Joint Owners~$eae~ciades: _ ~.. A~.G l., t-~iJ ti C.~;i.~ z i ~`„~.= AcoouM ~ 680002145836t?1 1. a. 3. 4_ 5. Type Date Ted chant, . Balance as ~ $J92Q09 $. iG~t ~ 1.i ~;G • t Y Acrxued interest to 8x92008 $- ~ `l 3 • ~'~i TOTAL DATE OF DEATH VAI.IIE $ t G ~~ ~s•e •t-F 2 Na1y F+ederat Cte~itt llrrior: Athetrtion: Decedents Acxourds P.O, Sox 3000 ~ iiAerriSeld. `JA 221'!8 ` ,~~~~ I i i Title: ~ 'x,~ C ~r'a ~ l S i Date:_ tc~~ot~~,c I i AD~!~-~IS CO~~`~IY NATIONAL BANK September 28, 2009 The Law Office of Kathleen K Shaulis, Esq PO Box 1229 Carlisle PA 17013 RE: Estate of Danie! S Sheridan Revised from the 9/25/09 letter Dear Ms. Shaulis: The following information is being provided as per your request: Acct. Type Account No. Account Accrued Principal en Interest to D.O.D. D.O.D. Esteem 2293552 $155,601.72 $4.42 Checking Account Certificate of 173749 $95,000.00 $3,681.42 Deposit Ownership Jt w/ Carol A Culbertson Jt w/ Kathleen Marie Date Opened 7/] 6/07 9/11/08 Inquiries concerning ACNB Corporation stock information should be directed to the Regis air and Transfer Company at 1-800-368-5948. If you need any additional information, please contact me at 717)339-5122. Sincerely, /~ Barbara J am Adams Cou ational Bank Deposit Services Representative II PO Box 3129, GtrrYSauxo, PA 17325 ~ exoNe 717.334.3161 ~ rou FREE 888.334.2262 ~ www acnb. cc~m SCHEpv~E G - _ ~ I ~.~I~~IIJIIYI'~~ Mu/ Goy 1VAT10NA.L &1i~ September 28, 2009 The Law Office of Kathleen K Shaolis, Esq PO Box 1229 Carlisle PA 17413 R£: Estate of Daniel S Sheridan Revised from the 9/2S/09 tatter Dear Ivis. Shaulis: The followilrg information is being provided as per your request: Acct. Type Account No. Account Accrued Ownership Date Principal on interest to Opened D.O.D. D.O.D. Esteem 2293552 $155,601.72 $4.42 Jt w/ Carol A Culbertson 7/16J07 Checking Account Certificate of 173749 $95,000.00 $~68I.42 Jt w/ Kathleen Marie Galla 4/11/08 Deposit inquiries concerning ACNB Corporation stock information should be directed to the Regis and Transfer Company at 1-800-368-5948. If you need any additional information, ptease contact me at 717)339-5122. Sincerely, 1 Barbara J am Adams Cou ational Bank Deposit Services Representative II PO Box 3129, GErrv~u[e~, PA 17325 ~ r~uaac 717334.3161 I idl FREE 888334.2252 ( wwwacnb SCHEpUI-E H RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Scc~iuuare Carlisle, PA 17Q13 SHERIDAN DANIEL FRANCIS Estate File No.: 2009-00825 Paid By Remarks: CJAROL A CULBERTSON Receipt Date Receipt Tire: Receipt No.: ------------------------ Receipt Distribution ----- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 410.00 CUMBERLAND COUN WILL 15.00 CUMBERLAND COUN SHORT CERTIFICATE 24.00 CUMBERLAND COUN JCP FEE 10.00 BUREAU OF RECEI AUTOMATION FEE 5.00 ----------- - CUMBERLAND COUN --- Check# 419 - $464.00 , Total Received......... $464.00 9/02/2009 11:15:41 1058099 GENERAL FUN GENERAL FUN GENERAL FUN & CNTR M.D GENERAL FUN III RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Dat 9/21/2009 Cumberland County - Register Of Wills Receipt Tim 09:24:25 One Courthouse S uare Receipt No. 1058307 Carlisle, PA 1713 SHERIDAN DANIEL FRANCIS Estate File No.: 2009-00825 Paid By Remarks: KATHLEEN SHAULIS CJ ------------------------ Receipt Distribution ---------- ------------- Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 40.00 CUMBERLAND COUN Y GENERAL FUN Check# 8261 $40.00 Total Received......... $40.00 - LEGAL P.O._BOX 130, CARLISLE, PA 17013 AD NUM69~ PASS 374467 10 PUBLIC NOTICES AD DESCRIPTION EXECUTOR`S NOTICE LETTBRS TESTAMEN PUBLICATION INSERTK 3 THE SENTINEL - LEGAL 3 TOTAL AD CHARGE 3 PROOF OF PUBLICATION RET~1lN THIS PORTfON FOR YO~IR RECORDS LAW OFFICES SHAULIS, KATHLEEN kamok 09/24/09 O1PRF 7.00 START DATE 09/10/09 RATE NET AMOUNT LGL 191.16 191.16 36 ~ 2 JP DATE 9/24/09 iROSS AMOUNT PURCHASE ORDER pAY THIS AMOUNT 19 s .16 Est Daniel Sheridan MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Thurs 5 p.m; Tuesday is Friday at 5 p.m.; Wednesday is Monday at 5 Thursday is Tuesday at 5 p.m; Friday is Wednesday at 5 p.m ; is Wednesday at 12 Noon; Sunday is Wednesday at 5 p_m. If you have any questions regarding your Legal bill please ca Classified Manager at 717-240-7176 Fax your legals to 717-243-3754 attention Classified Manager You can also EMAIL your legal to Classified ads: classified~c Please send a cover letter including your name and address as DETACH AND RETURN THIS PORTION WITH YOUR PAYME THE SENTINEL -LEGAL Est Daniel P A. E3AX 1311 CARL ISI F PA 17114; 237.79* y at m; turday rlink.com attachment AD R CLA SO S A DA STOP ATE 374467 PUBLIC NOTICES 09/10/09 09/24/09 AD SCRIPTION IN DA TELEPHONE NUMBER EXECUTOR'S NOTICE LSTTffitS TESTAMEN 09/24/09 717-243-6655 LAW OFFICES SHAULIS, KATHLEEN R.. 44 SOUTH HANOVE'R STREET CARLISLB, PA 1`013 InrIIIn~III~~nnli~~IIEInI~i GROSS AMOUNTI 237.79 DUE AFTER 10!24, 2070onOQO(~3744F7nntlnnnn(~flnnnnnt1~377gnnnnn'F 9R'i Fes, CUIW6ERLAND LAW JOURNAL S2 SOUTH BEDFaRD STREET ~ CARLISLE, PA 17013 Tels: (71Ty 248,9186 Fs~ (T1~ X49-2865 September 25, 2008 Cumberland Law Journal is published every Friday by the Cumberlan County Bar Association and is designated by the Court of Common Pleas as the-offs ilal legal publication for Cumberland County and the legal newspaper for publication legal notices. T4: Kathleen K. Shaulis, Esquire RE: Daniel Francis Sheridan Estate Legal advertisements must be received by Friday Noon. All legal ad rtisi~ must be paid in advance. Make all checks payable to: Cumberland Law Jo mil. Advertisement inserted on the following dates: . September 11 September 18. and September 25, 2009 Advertising Cost $ 75 Proof of PubNcation $ 0. Second Proof Request $ d. Payment received $ 0 Tota! Amount Que $ Payment received by y~'F,jM/,~1',{;~ Ff I=L7NER.r1L I-IC?ML c~' C.REIVIATORY, INC. 214 North Hanover Sfreet Carii5le, Pennsyivanio U013 717.243.4511 toll free 1.866.451.4511 fax 717.243.3723 www.hoffrrraruoth.com info:~~hotfmanroth.com December 10~ 2009 Daniel F Sheridan, Jr 32 General Dalton Drive Naugatuck, CT 06770 Statement of Funeral Expenses for. Daniel F. Sheridan Date of Death: August 9, 2008 Account Id: 1 700-184 FACILITIES AND PROFESSIONAL SERVICES: Services of Din~tor and Staff $ 3,530.00 Sub Total: ; ,630.00 MERCHANDISE: Casket Ashford $ 1,870.00 Sub Totat: ; ,870.00 AUTOMOTNE EQUIPMENT: To Arlington $ 187.50 Sub Total: ; '187.50 TOTAL FUNERAL HOME CHARGES: ~ ,687.50 CASH ADVANCES: 10 Certified Death Certificates at $ 6.00 each $ 60.00 Newspaper Notice -Sentinel $ 370.41 Newspaper Notice -Boston Globe $ 923.50 Newspaper Notice -Nashua Telegraph $ 180.00 Sub Total: ; ,633.91 ALTERATIONS: Nov 18, 2009: Wreath For Cemetery 30.00 Sub Total: ; 30.00 Total Funeral Expense: S ,'151.41 • Total Paymenrts Made: ! ,151.41 Payments made: Cumberland County VA Check 7389B2 Sep 15, 2009 100.00 Farwell Mortuary Trust Check 2286 Sep 24, 2009 ;933.32 VA-Phllty Check 91100075 Nov 5, 2009 737.50 Carol Culbertson Check 434 Dec 10, 2009 ,380.59 Total Balance Due: Please return this portion with your Remittance $ Amount Enclosed ~_ --.•~~;ye ov>` Go,~+r,r~vNiT,~ Sl1~c~: ;9v7 __ ~. - - ._ _ a,a y ,e,~~ __: - ._. -_ __L_ _-__ _ _ ~ ~ __ _ _ u Fwd: Funeral Expenses Fwd: Funeral Expenses From: 5heridandf~aol.com To: jrs037carlisle(c~sprintmail.com Cc: RD2YRKIDS(c~aol.com Subject: Fwd: Funeaa! Expenses Date: Dec 11, 200911:49 AM Attachments: F~rnrarcip~l-Message Hi Kathy, Just a folk~vv-up on some of the last expenses after the funeral. Per your advice below, the total attending the funeral will be $907.18 for the inheritance tax deduction. The breakdown: Hotel for two nights: $396.88 Meals ~ $39/day per diem for thn3e days: $117.00 Mileage 646 miles (c,~ $0.55/mile = 355.30 Tolls: $38.00 The miles are slightly higher than what I previously had as I added in the miles to and from the c The final Hoffman-Roth funeral expenses-are: $7,151.41. Carol paid this bill on 12110/09, so we with them. Matt will scan and send you the zeroed out bill showing that it was paid in full. Matt will confirm the expenses for the post funeral reception within the next day or two. We think that all medical bills have now cleared the insurance and that there is no additional '' ' Page 1 of 1 expenses for be finished costs. Once Matt gets you the post funeral expenses, i believe that you will have everything you need to roceed with the inheritance tax filing. As discussed, please contact CaroUMatt when you are ready to file and Caro wrill meet you to pay the additional probate court fees, anything on the inheritance tax, filing fees and $5000 to you. Since not much has changed since we last met, I would expect the final inheritance tax due to be pretty much spat n with the $35,000 already paid. Please let me know if you need any further information to proceed. I will send you a separate next estate distribution. Best regards, Dan regarding the h#lps://webmail.earttilink.net/wam/printable jsp?msgid=84388tx=-109520434 ~ 12/16/2009 8an1~iD~MUf~r~~aCL?Ola 10/1/'ltJVJ 11 : Ga : vo e~uz rnut ~-~ vvi • .... ..........~ , fi~aa~o~fRa¢4~kse~~har~der~ October 1, ~9 Attn: iCalhlsen K ~haulis ', Ft~ Eotat~ of t]aaial F. St~eridarl data ~ t~e+ath~ To .efampl~ >a~h Saar n.~q~~. t!a dad of death valnea on ama~ held ~n tla3 rtarrra.ott~ above oaptbrred devaeik~l~ 1~ iatfnwtng dacurrrantatfoedlydarrrra ~s r;ecessary_ X20 iaaaaarcti ~erl~ce~an gee K#ndlyr~ ~ at)DViB itfl~k3'IiedratE ~: 8anfe of Amerlr~a tagal prder Ptsfrtg ', S?~Di Haratla St. Uti~-r, NY i35o'Z ', Tel: 318-73fi-663D opt fi ', Fe1[ fi1'~~70-~~5~ Pee rude that f we ido ncir ~- tfnom pat within thiehr t~A, this r~e4ur0st wil be ~minatad and .our t~.cloeed. t?noe tare a~iae t~ a~ ner>i~ Bt4~ ~ ~ yR ~ tl~tY ~ +~ ~ sttouid you have ary quc~ons. piaa~ do rust tu~itate to aan~d` me 8inaereiy, 9ambi Patterson Legal Ordor Proc~Bssirt4 THE L.aW Ot~cE8 OF Karp-~~EEH K. S~uus, EsQ. P. o. B x 122s CARLr$LE, P~ 17013 PHONE (717) 243.6655 FAX CJ i 7) 2 6 i 8 EMAIL,; JRS037CARLISLE@SPRINTMAIL.COM Invoice submitted to: Daniel F. Sheridan, Jr. 32 General Dalton Drive Naugatuck, CT 06770 Re: Estate of Daniel F. Sheridan Hrs/Rate Amount 9/2/09 Office conference and Execution of Fee Agreement Retainer paid by estate N/A ($2,000.00 12/17/09 Attorney's fees as per Agreement of 9/2/09 NIA $17,040.75 12/17/09 Payment of fee by Estate N/A ($5,000.00 12/17/09 Outstanding Balance $10,040.75' _ _ _ __ < COMMONWEALTH OP PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OFINDIVIDLALTAXES RARRTSBDRG PA 17128-IW31 PERSONAL INCOME TAX PREASSESSMENT NOTICE ~_uK~~.:„_,~, DLN: 071200572428 DATE OF NOTICE: OCT 06 2009 SOCIAL SEC. NUM: 140-22-5079 ASSESSMENT #: NOT ASSESSED TAX YEAR: 2007 PREASSESSMENT AMOUNT 440.38 DANIEL F SHERIDAN BALANCE(S) DUE FOR YOUR ACCOUNT AS OF OCT 16 2009: -~-+ BALANCE INCLUDES ESTIMATED TAX UNDERPAYMENT PENALTY +-~- 33 CEDAR CIRCLE OWED PAIp BALANCE NEWVILLE PA 17241-9483 LTE/UNDER .00 .00 .00 EST PNLTY 18.65 .Od 16.65 LEBAL .00 .00 .00 INTEREST .00 .00 .OD TAX/RFD 423.73 423.78 .00 2007 BALANCE DUE 16.65 PLUS OTHER TAX YEAR(S) LIABILITIES (SEE REVERS& SIDE OF NOTICE] .00 TOTAL DUE NOW - (PLEASE PAY THIS AMOUNT USINB THE ENCLOSED COUPON] 16.65 THE FIGURES SHOWN BELOW REPRESENT AMOUNTS AS ORIGINALLY REPORTED ON YOUR 2007 TAX RETURN OR AS ADJUSTED BY THE DEPARTMENT. ORIGiHAL OR ADJUSTED AMOUNTS lA. GROSS COMPENSATION................... 0 18. SCHEDULE UE EXPENSES ........................ 0 1C. COMPENSATION ........ ....................... 0 2. INTEREST (SCHEDULE A) ....................... 12,b26 3. DIVIDENDS (SCHEDULE B) ...................... 1,176 4. MET INCOME OR LO55 .......................... 0 5. TAXABLE SALE - GAIN OR LOSS ................. 0 5A. CAPITAL GAIN EXCLUSION ...................... D 6. RENTS, ROYALTIES, PATENTS, COPYRIGHTS....... 0 7. ESTATES AND TRUSTS (SCHEDULE J) ............. 0 B. GAMBLING AND LOTTERY WINNINGS ............... 0 9. GROSS TAXABLE INCOME (A00 LINES 1(,2-5,6-8). 13,802 10. OTHER DEDUCTIONS(NEDICAL, HEALTH, TUITION).N 0 11. MET PA TAXABLE INCOME(LINE 9 MINUS LINE 1D). 13,802 1Z. TAX LIABILITY (MULTIPLY LINE 11 BY .03070).. 424 13. TAX WITHWELD (FROM W2'S) .................... 0 14. CREDIT FROM PREVIOUS TAX YEAR ............... 0 15&16 ESTIMATED TAX ~ EXTENSION PAYMENTS.......... 0 1T. TAX WITHHELD AS REPORTED ON NRK-1........... 0 18. T07AL CREDITS (ADO LINES 14-17) ............. 0 19B. NUMBER OF DEPENDENTS ........................ 0 21. TAX FORGIVENESS CREDIT ...................... 0 22. RESIDENT CREDIT (SCHEDULE G) ................ 0 23. CREDITS (SCHEDULE OC) ....................... 0 24. TOTAL CREDITS (ADD LINES 13,18.21-23)...... 0 25. TAX DUE (LINE 12 MINUS 24) .................. 423 26. PENALTIES AND INTEREST ...................... 28. OVERPAYMENT CLINE 24 MINUS 12) .............. 29. REFUNDED .................................... 0 30. CREDITED TO NEXT YEARS ESTIMATED TAX........ 0 31-35. TOTAL DONATIONS (LINES 31-35)....,....... 0 THE REASON(S) FOR THIS NOTICE ARE AS FOLLOWS: AN UNDERPAYMENT OF ESTIMATED TAX PENALTY HAS BEEN ADDED TO YOUR ACCOUNT. PENNSYLVANIA LAW REQUIRES THAT ALL TAXPAYERS WHO EXPECT TO RECEIVE AT LEAST 58,000 OF PA TAXABLE INCOME. WHICH IS NOT SUBJECT TO EMPLOYER WITHHOLDING, FILE A DECLARATION OF PENNSYLVANIA ESTIMATED TAX AND MAKE INSTALLMENT PAYMENTS DURING THE TAX YEAR. THIS INFORMATION IS LISTED IN THE TAX INSTRUCTION BOOKLET, NHICH ACCOMPANIES THE TAX FORMS EACH YEAR. AN UNDERPAYMENT OF ESTIMATED TAX IS DETERMINED WHEN THE AMOUNT OF TAX PREPAID IS LESS THAN 90 PERCENT OF THE ACTUAL TAX SHOWN ON THE ANNUAL RETURN. IF THE PREPAYMENT WAS NOT 90 PERCENT OF THE TAX SMOWN ON THE RETURN, YOU MUST PAY INTEREST FOR UNDERPAYMENT OF ESTIMATED TAXES. INTEREST IS FIGURED SEPARATELY FDR EACH INSTALLMENT DUE DATE. IF YOU FEEL THAT THIS PENALTY WAS ADDED IN ERROR. PLEASE COMPLETE AND SUDMIT AN REV-1630. THE REV-1630 IS AVAILABLE ON REVENUE'S WEB SITE AT YWW.REYENUE.STATE.PA.US OR YOU CAN ORDER THE FORK FROM THE DEPARTMENT'S 24-HOUR AUTOMATED FORMS ORDERING MESSAGE SERYTCE BY CALLING 1-800-362-205D. ANY UNPAID BALANCES WILL REDUCE OR ELIMINATE ANY FUTURE REFUND. TO APPLY YOUR PAYMENT PROPERLY. PLEASE USE THE ENCLOSED PAYMENT COUPON (REV-3640). IF YOU DO NOT REPLY N17HIN 30 DAYS FROM THE DATE OF THIS NOTICE DR PAY THE AMOUNT DUE, YOU WILL BE ASSESSED. YOU WILL THEN HAVE THE RIGHT TO APPEAL TO THE DEPARTMENT. IF YOUR CASE NAS BEEN PLACED WITH A COLLECTION AGENCY YOU MAY BE SUBJECT TD ADDITIONAL FEES FOR COLLECTION COSTS. UNDER ACT 40 OF 2005, ADDITIONAL COLLECTION COSTS, INCLUDING BUT NOT LIMITED TO FEES OF UP TO THIRTY-NINE (39x) OF THE AMOUNT DUE, AND ATTORNEY FEES INCURRED IN SECUNING PAYMENT. MAY BE IMPOSED ON ANY LIABILITY NOT PAID PRIOR TO REFERRAL TO A COLLECTION ABENCY OR CONTRACT COUNSEL. SEE REVERSE SIDE FOR MORE INFORMATION -_ ___ This is to certify that this is a true copy of the record which is on file in the Pennsylvania Department "of Health, in aaozdance with die Vital Statistics Law of 1953, as amended. WARNING: tt is illegal to duplicate this copy by photostat or photograph. ~~~~~ ~~~ ntrc tq nEV na4o4 TYPEft7elT 4f s~~ac~rnc 1 c S No. ~° ~..~~ Linda. A. Caniglia State Registrar auc 2 7 coos Date COMMONWEALTH OF PENNSVLVANlA • DEPARTMENT' OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ' (See In(-truegons and examples on reverse) sT~ ~ tatMaEa 1.N.ede.aeee (rM~ , _ ~/ 24. aexY eeoey Nudar aOebd Wwe (Mmtlt mY.Y~~ - XX ~ S ~ JJ /" Male 140 -22 -5079 (( ~ L. it ~~ S.AretterBY4Wr1 (nrr( (Mee( aora[ea ~. .dauYa earb.aoeee ery 78 b.e aw. tba a... ~~ 28, 1931 Jersey City, NJ rb.A~ ar.: ra ^bpeWd ^EnfougoNad ^oa ~1 ((.» ^R.aee. ^u4br~sped7 a.ea+efaauh Ba Cb.Baa~deerA Culberland W. Pennsboro m ru.N~ntatr~ron ywrnrJt/e4nriM 4rs.4a:eseatreae:o~(piv ra ^v. t4. ebe: ~awtenMme. mca 4Nb.r y JC/~ 4l~ ~ Gael (White 11.00e10wetUYl drak eaa aerd at ooMrre /21Nu eawfti ewaer to Oe.dret Ediahil4edM 4nde mnnabel to ebara.c NUnbe. lots lresq ti 4mM>Np 81~ua.lr wa 9a•mddsn nrM ae 1lfee oFaaal$r^v l grdpOA NnddeMYw.fletNr t . l USwes. hew? 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(~$°ML'ol ~Culbe'r~t.90n sm r..~ru•s..(sr.d..r,a.~..w,evmea ~1 P ne Creek Drive, Carlisle, PA 17013 Yta eWidagipeMd. ^rnerim ^mwNOn zta oreaswwdeeeP~ee4 nal 2009 Dec 9 m.w.aoy.s. pr.acw.rq,a.rarad.aba) 2ldlneeeoe (Ix/fbul. tea. eipeedel Arlington National Cemetery Arlington, vA 22211 . , ^ ~ sew ^ haew(.ear ~ f ~ ~ ^ ra ru.rsada (a .wp ~~ tLrteaerdAeM1e.drr.y >~ffmars-ROth E'IUTeral FIORIIe $ CYematory , Inc ~ a~ ..~ e~ww Ma..bra,W~e.:.d ( ~ R v.a..a~raw, ceed.. 4e.saa.dwtetea4 ~ ` / pewltd.b .WMrwadereb ~Z7~+ ~~ ~ -' O u V t GA - gilye~sd6rl~ Aq.Y~al 2a1^C.a a bMdetl 6tNM/.CEIaaf VwRwau WierlM Llalmtlalla 0u~rla~7 '~.OMO RagmeO.e ee 2~.Tr~RAI ~ 1 ~ ~ M L{. Q abelellelel.e dl.L eY Oae ~E ~ DEATH (e4e M46LOIIOt. eetl ) t APPaYaa b.t•C PatIL Ender 2a Op l.eeie IYe CpMIMO b UrbT IYa Q.-.Ctiarrt.Ypy4,aema-reeeeea YiUls~4aA~ee'rlydR~iil~~ar1.001R7renbflele111m ewtM 9ldltltelmCbletl, t OntabDlee~ Wed RlMI10 Y17M UtlYyt9 atl. 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' THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: DAN/EL F SHER/DAN JR who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to Yaw, a1I of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONF WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 2nd day of September 2009. ~~ ~ l~ . ~ egrster o .1 Deputy .. 1 ~ ., .Last Vllitl and Testament of . ~ . ~ Dame{ ~. Sheridan ~ ~ ~ . . . ;Daniel F. Sheridan of the Borough of ~NevrEVille., Cumberland County; ~2. To join•in~any corporation, partnership, recapitalization, merger,.. . - reorganization::or voting trust .plan; to delegate authority with. ' . .. ~. ~ ~ . respect thereto; to deposit investments under agreemerits~ and pay assessments;: and ~generallyto exercise -all rights- ofinvestors, ~: ~ - ~ - including but not limited to,. the vo#ing of-the`shares: ~ ~ ~ ~ ~ - . .' ~ - .- --.. -- ~ 3. - To manage, operate; repair, improve,. mortgage or (ease on any.- .term~ any real~estate field or awned_ by -my estates ~ ' ~ _ ~ .. _ .. '4. , - To operate any. business that 1. may,own:at :ray death.. .. -- - ~ - ~~. - . To invest any~funds of my estate;in.ariy stocks, bonds,. notes or. ~ ~ ~. - other-securities or'property, real or personat;. without regard to the . ~:.. . ~ pnncrple of dive~sificaticin o~ airy other statute or general rule of. law, . -.. - .. in his,:Fier or,its:absolute discretion; it being my intention ta. give my- . - - `personal representative the broadest investment powers. passible, ~: - providing. such: investments clo,not unnecessarily prevent.the ~ ~.- - - . . promptsetf(ement of my estate. ~ ., . - - 6. ~ " ~ Tv sell ot-otherwise dispose of any~.property, rear or personal, ~ - ~. ~ : ~~ ~tangible_ or-:intangible; of the time forming a part of my estate in any • ..' :: ... ~ manner and qn such terms-and conditions as rny~ personal : ' . _ ~ : representative shall see fit in his; her. or its absolute discretion. ` : . .. ,' ;. .- :. . :. ., .~ : .. To bofrow money for. the payment of..taxes: 4r'for any other'proper . - : purposes in the;adrriinistration of m~r~estate; and to mortgage or : - . .. piedge'esta#e assets~as security... : ~ .. ~- . . - ~ _ 8. ~ To compromise cfairrrs withput-court approval including, but not .:: ~ :' ~ . . .limited to, any .eoritroversies with the -United :States of America ar ~ . - the Commonwealth of Pennsylvania concerning.estate and ~ - . - inh~~itance~taxes~:on.any interests ttrat-mays-pass . .. - - ~ under this my LastWill.arid Tesfament:- :" ~ ~ - - ~ . 9. ~ To distribute cash or in kind. upon any division or distribution of.my ~ . .. estate: ~ ~ . ~ .. - .. - . ~ 10. ~ To undertake arry and all.acts deemed necessary and•proper by my . ' ~ . personal representative-:for the proper, :advantageous and pfompt - - management of the settlement of my esta{e.- . _ ~ - - ~ ~.~ 11.: .Irtgeneral, to exercise.all.powers in-tlie management ofi my estate:. - ~ ~ which:any-individual could exercise in the management of similar ~. ,- property owned in his.own right,: upon such~terams and conditions as - . ~' - - .. ~ to -him,. her or it may seem`best .anal. to-execute.. and deliver all ~ ~ ~ . - - ~ ~instfuments and ta.do aN'acts ~whieh fie; she or it deems necessary : ar p~opet: tD :carry out the pufposes of, this, my Last Will •and ~ ' - ~ ". _. -- ...Testament:. - . .... . ~. - ~ - . - '~ 'ARTICLE FbCJR~ .. _~ ~ . ~•NONfiNATfON OF EXECUTOR ~ : hereby nominate,.-constitute and appoint my son Daniel f: Sheridan; Jr. ~. - to sefve as Executor,.if~living and~able to serve as.same: ln.the' event that my.son ~. - ~ . . - ~ . is deceased or'is, unable to.act as ~my Executor for ar~y reason, i"nominate; . ~ ~ .~ _ ~ - - ~ constitute and appoint my daughter Carol A. Sheridan Culbeftson as~my- - - Executrix_ I, hereby relieve.my-Executor from-the necessity of posing security in ~. connection with his duties as such- in ,any. jurisdiction in which he may ~be icalled to~ - -. act insofar as l am-able.to da so bylaw. ~ - - ~ - SIN WITNESS W1-iEREOF, I have subscribed my -narrie below, this ~ ~. _. -~ ~ . 9~' day.of October, 2gb~:: . ~ ~ .. ... ~ ~ . ~ , .. Testator-.Sfgnature L~z;~.`. _,~_~-',' {_~-,~.~.--~ - . ~. :. ~ Daniel F~.:Sheridarti ~' . '. .. - . . ".--. •. Wey the .undersigned; :hereby .certify #hat the .above. instrument was signed .. ~ ~ _ . in.our sight and presence ~by Daniel F. Sheridan, the Testator;. who declared,.this " - - instrument. to be his Last Will and Testament.,arid we,`at the Testator's ~reduest ~ ~ . and: in the Testator's. sight and -presence,: and in the sight and presence of each ~ ~ - _ other; do: hereby subscribe our:nam as witnesses.:on the date~shajnrri above. ~... - - - - .~ . - ~ ~ Witness:~Sigr~ature t'~-~ ~ ~ . -- .. ~ - ;. Name ~ ~~'- ~fr-r ~ - • . C ~ ~ ~ _~ _ _ City,: State r - tZ lip l .: l'~t~ - - - r. ` - _ -, 'Witness Signature .' ~~, ~~h--K-=~-~. _ _ ~ . Name ac u ~ 6h - 1/~rc~~ . .. 'City, State ~ ., ~ ~r~ o~~ , ~. ~ ~ . ACKNOWLEQGMENT.AND AFFIDAVLT