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Home My WebLink About04-0106 PETITION FOR PROBATE and Estate of Na'r'i o_ .1. Sheaffer also known as Deceased. Social Security No. 192-14-5628 GRANT OF LETTERS No. - To.' Register of Wills for the County of Cumberland 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, or in the lasl wilt of the above decedent, dated June 10, 1977 and codicil(s) dated in the named ,19___ (state relevant circumstances, c.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 518 S. Bedford Street, Carlisle, (list street, number and muncipality) Dccendcnt, then 81 years of age, died January 26, 2006 , 19. , at __518 S. Bedford Street, Carlisle, Cumberland County, Pennsylvanfa Excepl as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was no~ the victim of a killing and was never adjudicated incompelent: Deccndenl 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 $ (Il not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 518 S. Bedford Street, Carlisle, PA 17013 \\ HEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters, testamentary [hcI C, II. Itcstamentarv administration c.t.a.; administration d.b.n.c.t.a.) Daniel R~fieaffer 40 Wedgewood Drive Carlisle_. PA 17{11't OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ClIllBE~ f ss Thc petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are lruc and correct lo the best of the knowledge and belief of petitioner(s) and that as personal represen- lativo(5;) of tho above decedent petitioner(s) will well and truly administer the estate according to law. S~OrI1 to or aff~l~ and subscribed - ~aj ~- f ~d bet~rt mc th;s O day of [ niel R. S ~ ~~m~~-o~~ 40 Wedgewood Drive ~ Carlisle, PA 17013 ~ Estate of MARXE J. SHEAFFER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~9 AND NOW FEB_Ujj_~_Ry .T) 20Or: 19.__, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 10, 1911 described therein be admitted to probate and filed of record as the last will of Marie J. Sheaffer . t and Letters Testamentary Daniel R. are hereby granted to Sheaffer Filed ~ FEES {.0.0o P~obate, ~rs, Etc .......... $ Short Certificates( ) .......... $ Renunciation ................ $ %.00 ..~P $ ~O. coo h TOTAL $ oQ"'/O, 00 ~..~...~.o.?- .T. 7. 7... ~ c~ 0.% -~-~-o4 ATTORNEY (Sup. Ct. I.D. No.) William A. Duncan, Esquire ID # 22080 1 Irvine Row. ADDRESS Carlisle? PA 17013 PHONE 717-249-7780 RENUNCIATION Estate of M/~IE J, SNEAFFER also known as , Deceased No. The undemigned,. JAMES E. SREAFFER, SON (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Lettem Testamentary be issued to DANIEL R. SflEA~FF~ Witness hand this(-- ~)~...._, day offs/~% 4~FOLLY ESTATES DRIyE. LOT (Address) of 29588 (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed b~f~re, me this ~(''~ day of N~tary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9990834 No. Local Registrar .lAN 2 9 200 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH #29-198 (Coroner) ': .. . Ma. rie j Sheaffer 12. Femal~ ,. 192 - 14 - 5628 ~ ,,.~rl~sle, PA 17013 ~ ~rl=d ~, ~ ~ . ~M~i~T~ '~E~S~ST ira. ~u ~9~ Drip; ~rlisle, PA 17013 ~D ~ c,~.C ~.~ I(~.~,~,~ [~,,~ ' I -c~.~,..z~ ~' ~ ~[,,~. 1/30/2004 I,,~es~ster ~ Gardens I,,~ ~rl~sle PA ~E~SERV~ELICENSEE~A~ASS~H IL~EN~NUMBER ' 'NAMEANOA ' ~ . , 17013 I~.~.~ Im~~,---' '=.~"~.-~.,,~,~.,~a~ .... ~ I · ~ ~ia~ n~, ~C., ~rllsle, PA ~' ~,.~anuar 26~ 200~ ~ ~.~)~ ,.__Atherosclerottc Cardiovascular Disease Deputy Coroner [IMm27)TypeorP,nt Richard C. Middlekauff 6375 Basehore Road, Suite #1 Mechan!csbur,~A 17050 : --~ -~1- :-~, · +- ' ~- ,~I~ , ~... n~ .... ' ~?f.l' .. , . =. ,. d'~:~ ¢ ~ · '~";.~ ,.: .... :':!'x-',~, .,~ :~: .... JAN!CE ,~ H£RTZLE:' ", .... ,,., ~,"~nY PUBLIC My Con:mission Expin:s J:nuary 27, 1979 (JurnbzFh:~;d COLn~i.y Carlisle, Pa. M,y Commission Expires January 27, 1979 O~ CERTIFICATION OF NOTICE UNDER RULE Name of Decedent: Marie J. Sheaffer Date of Death: January 26, 2004 Will No. 21-04-0106 Admin. No. To the Register= I certify that no,ti~e of beneficial interest required b R.ule 5.6. (a) of the Orphans Court .~ules was ...... ~ ........... Y- the following beneficiaries of the above-captioned estate on February 6, 2004 : Name Address Daniel R. Sheaffer 40 Wedgewood Drive, Carlisle, PA 17013 James Sheaffer 483 Folly Estates Drive, Lot # 61, Myrtle Beach, SC 29588 M/chael Sheaffer 10015-2 Haynes Bridge Road, A1pharetta, GA 30022 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: 'am A. Duncan, Esquire Address 1 Irvine Row Carlisle, PA 17013 Telephone~l?) 249-7780 Capacity:.. Personal Representative x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DE~T. 28060~ HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003654 SHEAFFER DANIEL R 40 WEDGEWOOD DRIVE CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 192-14-5628 FILE NUMBER: 2104-01 06 DECEDENT NAME: SHEAFFER MARIE J DATE OF PAYMENT: 03/09/2004 POSTMARK DATE: 03/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/26/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,000.00 ~REMARKS: TOTAL AMOUNT PAID: DANIEL R SHEAFFER C/O WM DUNCAN HAND DELIVERED TAX PAY CHECK# 0100 INITIALS' SK $6,000.00 SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 0O4149 SHEAFFER DANIEL R 40 WEDGEWOOD DRIVE CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 192-14-5628 FILE NUMBER: 2104-01 06 DECEDENT NAME: SHEAFFER MARIE J DATE OF PAYMENT: 07/12/2004 POSTMARK DATE: 07/1 2/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/26/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 8250.59 REMARKS: D R SHEAFFER TOTAL AMOUNT PAID: 8250.59 SEAL CHECK# 101 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-00) I-- Z M.I Z O UJ O COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL Sheaffer, Marie J. DATE OF DEATH (MM-DD-Year) 01/26/2004 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IDATE OF BIRTH (MM-DO-Year) 11/17/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 0 I 0 COUNIY CODE YEAR NUMBER SOCIALSECURITYNUMBER 1 9 2- 1 4--5 6 2 8 THIS RETURN MUST BE F. ILED IN OUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER m'~l. Original Retum F-14. Limited Estate [~]6. Decedent Died Testate (Atach copyofV~l) O 9. LitigaUon Proceeds Received F-m2. Supplemental Retum O4a. Future Interest Compromise (dam of death a0er 12-12-82) r-m7. Decedent Maintained a Living Trust (Attach copy o~Tmst) -=m 10. Spousal Poverty Credit (dam of death between 12-31-91 and 1-1-95) r~3. Remainder Retum (date ofdeatfl pc~or to 12-13-82) [~5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes Oll. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME William A. Duncan, Esquire FIRM NAME (IfApplic~e) Duncan, Hartman & Douglas, P.C. TELEPHONE NUMBER 71 7-249-7780 COMPLETE MAILING ADDRESS Duncan, Hartman & Douglas, P.C. One Irvine Row Carlisle PA 17013 1. Real Estate (Schedule A) (I) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Pa~emhip or Sole-Propdetomhip (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~m Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental 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) 125,000.00 49,913.59 OFFICIAL O~E ONLY (8) 28,994.19 174,913.59 (11) 28,994.19 (12) (13) 145,919.40 (14) 145,919.40 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) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X 145,919.40 x X X 00.0 .045 .12 ,15 (15) (16) (t7) (18) ~19) 6,566.37 6,566.37 Decedent's Complete Address: STREET ADDRESS 518 South Bedford Street CITY Carlisle STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 6,000.00 315.78 PA I ZIP 17013 (1) Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. 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. (5A) B. Enter the total of Line 5 +EA. This is the BALANCE DUE. (EB) Make Check Payab/e to: t~EGISTEE OF WILLS, AGENT 6~566.37 6,315.78 0.00 250.59 250.59 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the dght to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. ff death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an 'in trust for" or payable upon death bank account or secudty at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. [~ff~nal~r~fp~pe;JrUorYl~el rd~Clanar~hteh~hcoav~ ~menedta~.~,~e~d~n~CC~Of~ti~n~YoifnwghS.~e~r~Sarer~Slne~nnotS,,~~ the best of my knowledge and belief, it is true, correct and complete. SIGNATURE_C.~.PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Daniel R. §heaffe,,r,,~'x~/' 40 Wedqewood Drive, Carlisle SIGNATURE OF PREPAEER O'r,&~P~ THAN,REPRESENTATIVE ADDRESS ~/i I I~. r~A .,/~, ~ q"u'~e- -"- '~---, One Irvii~ Row, Carlisle PA 17013 ~ l. PA 17013 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 not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. REV-I~2EX + (1-~7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Sheaffer. Marie J. 21 04 010§ All real prope~j owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which pmper~ would be exchanged between a willing buyer and a willing seller, nei~er being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Property situate on 518 South Bedford Street, Borough of Carlisle, Cumberland County, Pennsylvania 17013. See attached settlement sheet. TOTAL (Also enter on line 1. Recaoitulationl VALUE AT DATE OF DEATH 125,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER NUMBER 1. Sheaffer. Marie J. 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All prope~j joint¥owned with the right of survivorshi ITEM VALUE AT DATE DESCRIPTION OF DEATH M&T Bank, close Christmas Club #25004920104590. 400.15 10. 11. 12. 13. M&T Bank, close checking account ~436569. M&T Bank, close savings account ~21000000997166 Proceeds from sale of car. Interest on estate checking account. Sprint, refund. Comcast, refund. State Farm Fire and Casualty Company, refund of homeowner's insurance. State Farm Mutual Automobile Insurance Company, refund of auto insurance. Interest on estate checking account, 4/2104 Interest on estate checking account, 5/3/04. Interest on estate checking account, 6/3/04. Interest on estate checking account, 7/4/04. TOTAL (Also enter on line 5, F~ec~_pitulati0n) 0106 must be dis¢l_n_~ on Schedule F. 10,890.43 30,984.39 7,500.00 2.89 3.33 1.95 22.90 87.49 5.90 7.10 3.65 3.41 49,913.59 REV-1511EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Sheaffer. Merie J. 21 Debts of decedent must be reported on Schedule I. 04 0106 ITEM NUMBER 8. 9. 10. 11. 12. 13. 14. 15. 16 DESCRIPTION FUNERAL EXPENSES: Ewing Brothers Funeral Home Daniel Sheaffer, reimbursement for grave opening. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Adds City State Year(s) Commission Paid: AttomeyFees Duncan, Hartman & Douglas, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City State Relationship of Claimant to Decedent Zip Probate Fees Accountant's Fees Tax Return Preparer's Fees Comcast, cable invoice Sprint, invoice Agway, invoice Cumberland Law Journal, advertise Letters Testamentary PPL, invoice Michael Sheaffer, reimbursement for travel expenses James Sheaffer, reimbursement for travel expenses Borough of Carlisle, invoice The Sentinel, advertise Letters Testamentary PPL, invoice Total closing costs from sale of home TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 7,771.50 995.00 8,745.50 280.00 7.72 37.51 252.32 75.00 56.61 820.03 408.59 15.08 108.95 62.12 9,358.26 28~994.10 · REV-1513 ~X + (9-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFIClAEIES ESTATE OF Sheaffer, Marie J. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Daniel Sheaffer 40 Wedgewood Drive Carlisle, PA 17013 James Sheaffer 483 Folly Estates Drive, Lot ~1 Myrtle Beach, SC 29588 Michael Sheaffer 10015-2 Haynes Bridge Road Alpharetta, GA 30022 Son Son Son FILE NUMBER gl 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 0106 AMOUNT OR SHARE OF ESTATE One-third One-third One-third /If mnrn nnnr~ i~ n~d~i in,cad ndditinnnl nhRRf~ nf thn ~nmn ~iT~q~ TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS OH LINE 13 OF REV-1500 COVER SHEET $ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET L~IST I~IlLL Al,iD TEST~2~EI~ OF _+,l~D.I? J. SHEAFFEP. l,~ }?~R!E J. ~]HEAFFEP~, of the Bol~ugh of Carlisle, Cumberland County, Pennsy!van~a, declare this instrument to be my Last and Testament, in manner an~ foz~n following: I. I hereby expressly revoke all ~Zills and Codicils hereto- fore made by me. 2. i hereby direct my E~.:acutor to pay all my.just debts, funeral ~nc] administrative a:~pansas out of my estate,' as soo~ as practicable after my death. 3. Should my husband, iqi!ton !. Sheaffer, survive ~ for a period of thirty days following my death, I devise and bequeath the remainder of 'my estate to ~{i!ton L. Sheaffe~ l:.. Should my husband~ I~fi!ton L. Sheaffer, predecease rea or ~ie on or befog, the thirtieth day follo~.ging my death, I devise and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, par stirpes. 5. I no~!nata and ~ppofnt ~ar~rs Trust Company~ Carlisle, Pennsyiv~ia, T~stee of the sha:~e of any beneficiary who may be under the age .~. twenty-one years. Th~ income and/or of sgid trust may be accumulated or expended for the maintenance, education ~nd support of such ]'~anaficia~ as my Trustee in its sole discretion may dete~ine; and my Trustee, in the e)~pandi- ture of income and/or principal for such puz~oses, may, at its discretion, apply the same directly without the inte~zention of a guardian or pay the same to any ~rson having the care or con~ trol of said beneficiary or with whom the bmnficiary resides, without duty on the oart of the Trustee to supervise or in~uire into the application of the funds by any person to whom ~ony pay- ment is so m~de. The ba!~nce of Such income and/or principal shall be paic~ to such beneficiary noon reaching the a~?[e of twant one years, or to such beneficia_.~y's estate in the event of death prior thercto. 6. I nominate and appoint my husband, ~filton I,. Sheaffer, as E>~ecutor of this my Last !~ill and Testament;. and as subst±tute E~'<ecutors I nominate and appoint my sons: Daniel ?.. Sheaffer and J~mes E. Sheaffer. 7. I direct that my personal representative au.d Tll~stee~ .Rs well as their successors, shall not be required to file bond or security in any jurisdiction. IH Y~TNESS [,~E~EOF, I have he}:'eunto set my hand and seal this [~ ~ day of ~ , t977. : COUNTY OF C~I,i~r~LAND : i, N%arie J. Sheaffer~ Testatrix~ whose nome is si~%~,~d to the attached 0r__o~ '~e~o~_n~, ~' ~ ~n~,~ ~--~ ~ . ............... , .... v~n~ bee~ duly uualified accordin~I to law, do hereby acknow!adfe that I Si.%~ed and execute, the instn~ent ~s my Last !7i!!; that ~' sisned ~t ~.~411{n~,. end that I sigued it as my fPee and vol..un~ry act ~ol" the our- poses th.e~=n expressed. ~ Sworn or affimed to and ac~owledged 10~fore me by Marie She~.ffer~ Testatrix, this ~OH day of~ . ' ~ 1977. JANICE E. HERTZLER, NOTARY PUBLIC ~umb~rlanu County Cariis!e, Pa. My Commission Expires January 27, 1979 ~"-e~ Tom H. Bietsch ~ .,nc, Roser Mo !,,:[orsenthal' the witnesses, whose names are signed to the attached or foregoing instr~.ent, bainS ,],~,, cus]_4,~-~ accoz~-'to ~ . r~ ...... ~ ..... -'-~'-~ '~-~.~ --~J,~ -0 depose a~Ai s~v that we ~.~er~: ~pmesent ap.d saw ~.osi-~t~{~ ~'i~rie J. Sba~er~ execute the f_nst~ent asher L,~st ~'~iJ.!; tkat she. signed wil!- ins!y ~.nd that she e~ecuted it as he? free 3.p.d vo!unt~rv act for the n~noses~..~ the~rein expresserS-, that botk of os_ in the and s..Ah~ of the Testatrix szgD~a the : ~_]_]- as wilnesses: -to the best of our knowledge the Test~tvix was at 'that ~ime o~ ~?i'~ ,~e~p~ Og ~ce of Sol!D_d ~.i~ nrkl -~ -~ ~ ~0 undue in~]_ue~ce. [?itne s s ' ' ,'.~itne s s Andre :? ?.. ohnson A. SETTL[MENT SHEET 78 W. Pomfret St., Carlisle, Pa. 17013 HUD-1 RESPA HB 4305-2 B. Type of Loan C. This fo~r~ is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. !ltem~, ?~arked "(p.o.c.)" were paid outside the closing: They are shown for informational purposes and are not included in the totals. D. Name and Address of Borrower 5.Name and Address of Seller F. Name and Address of Lender Stanley L. Spencer and Estate of Marie J. Sheaffer American Home Bank, N.A. Sharon L. Spencer O. Property Location H.Settlement Agent 518 South Bedford Street Ronald E. Johnson, Esquire Place of Settlement I. Settlement Date Carlisle, PA 17013 78 West Pomfret Street March 19, 2004 Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION '100. GROSS AMOUNT DUE FROM BORROWER: 400, GROSS AMOUNT DUE TO SELLER: 101. Contract sales price $125,000.00 401. Contract sales price $125,000.00 102. Personal Property 402. Personal property 103. Settlement charges to borrower(line1400) $4,761.58 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance: Adjustments for items paid by seller in advance: ! 106. City/town taxes to 406. City/town taxes to 107. County taxes 3/19/04 to 12/31/04 $125.49 407. County taxes 3/19/04 to 12131/04' $125.49 108. Assessments to 408. Assessments to 109. Maintenance to 409. Maintenance to 110. School taxes 3/19/04 to 6/30/04 $164.56 410. School taxes 3/19/04 to 6/30/04 $164.56 111. to 411. Commitment fee to 112. to 412. to 120. GROSS AMOUNT DUE FROM BORROWER: $130,051.63 420. GROSS AMOUNT DUE TO SELLER: $125,290.05 200. AMOUNTS PAID BY OR IN BEHALF.OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money $3,000.00 501. Excess deposit (see instructions) 202; Principal amount of new loan(s) $75,000.00 502. Settlement charges to seller (line 1400) $9,358.26 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. Commitment Fee 504. Payoff of first mortgage 205. 505. 206. 506. Payoff of second mortgage loan 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller: Adjustments for items unpaid by seller: 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 21 3. School taxes to 513. Maintenance to 214. to 514. School/taxes to 215. to 515. to 216. to 516. to 217. to 1517. to 218. to 518. to 219. to 519. to 220. TOTAL PAID BY/FOR BORROWER $78,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER: $9,358.26 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross amount due from borrower (line 120): $130,051.63 601. Gross amount due to seller (line 420), $125,290.05 302. Less amounts paid by/for borrower (line 220) $78,000.00 602. Less total reductions in amount due seller $9,358.26 ..3.03.CASH ([ X ] FROM) ([ ] TO) BORROWER: $52,051.63 603. CASH (tX ] TO) ([ ] FROM)SELLER: $115,931.79 · -, , L. SETTLEMENT CHARGES ~ £...:~.' A~Sf,_,LESI._._.~ O..KER'S COMMISSION Based on price $1 25,000.00 f con', )issio:~. ~ 700) as follows: ~"-~ ' ~,3,755.00 to Steven Barrett Real ~ _ -- '-- ~3,745.00 to Spencer & Spencer Estate ~ ~om~ission paid at settlement 704. Trcnsaclion fee to: ~'S PAYABLE IN CONNECTION WITH LOAN. 8~._~1 ,-Dan origination fee to I~J2~ ~.oan discount $7,500.00 6.0% Paid From Borrower's funds at Settlement Paid From Seller's funds at Settlemen $7,500.00 to Report Susan Burkholder $275.00 804. Credit Report to CREDCO $19.08 805. Lender Admin fee to American Home Bank Application fee $390.00 to American Home Bank 807. Flood Cert Fee to First American 808. Tax Service Fee to First American $345.00 $96.00 809. LP/UW Fee to -- 810. FHLMC Loan Prospector fee 811. $21.20 812. .~ 813. 900. ITEMS REQUIRED TO BE PAID IN ADVANCE. 901. Interest from 3/19/04 to 411104 @ $10.42 per day ~ premium for mo. to 903. Hazard insurance premium for yrs. to 904. Flood insurance yrs. to 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard insurance 3 mo. @ $31.33 per mo. $93.99 insurance mo. @ per mo. $0.00 ~ taxes mo. @ per mo. 1004. County prop.._.__erty taxes 2 mo. @ $48.94 per mo. 1005. Annual assessments (Maint.) mo. @ per mo. 1006. School Property Taxes 10 mo. @ $107.26 per mo. 1007. Water Dist. Prop. Tax mo. @ per mo. 1009. late Escrow Adjustment 1100. TITLE CHARGES: 1101. Settlement or closing fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document preparation Notary fees 1107. Attorney fees to Attorney fees to Duncan & Hartman to to to to to to to Cash 1108. Title insurance to Ronald E. Johnson, Agent (includes above items No.: 1109. Lender's coverage $75,000.00 1110. Owner's coverage 1111. Title insurance Endorsements $125,000.00 1112. Restrictions 1113. Messenger service to Andrews & Johnson 1114. Wire fee to Andrews & Johnson 1115.Closing Protection Letter fee to Andrews & Johnson 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording fees: Deed $38.50 Mortgage $64.50 Releases $0.00 ($352.38 $14.00 $150.00 $15.50 $35.00 POC ounty tax stamps: Deed $1,250.00 Mortgage 1203. State tax/stamps: Deed $1,250.00 Mortgage 1204. Tax Certificates 1205. 1300 ADITIONAL SETTLEMENT CHARGES ~rvey 1302. Pestinspection 1303. 1304. Carlisle Borough - final water & sewer - acct no:05133A 1305. Darlene Moyer, Tax Collector 2004 county/borough taxes 1400. TOTAL SETTLEMENT CHARGES (entered on lines 103, Section J and 502, Section K) $4,761.58 File Number CERTIFICATION I direct and authorize the Company to make the distributions indicated for my account on the attached HUD-1 Settlement Statement, approving the tax prorations indicated therein, and understand that prorations were based on figures for the preceding year, or estimates for the current year, and in the event of any change for the current year, all necessary adjustments must be made between Seller and Borrower direct; likewise and DEFICIT in delinquent taxes will be reimbursed to Title Company by the Seller. I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. Staffr~y-.L. SpencEr ~ - w / '-"'-',~' ~., ..... ~' L Executor for the Estate of Marie J. Sheaffer Borrowers Sharon L. Spencer Sellers To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared true and accurate account of the funds which were received and have been or will be is a 7 Idisbursed by the undersigned as part of the settlement of this transaction. 7 grit ~a~ E. Johnson Date BUREAU OF INDIVIDUAL TAXES XNHER/TANCE TAX DXV~STON DEPT. 180601 HARRTSBURG, PA 171Z&-DG01 WILLIAM A DUNCAN ESQ DUNCAN ETAL I IRVINE ROW CARLISLE PA 17013 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF ZNHER/TANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTTONS AND ASSESSMENT OF TAX REV-iS47 EX AFP (01-OS) DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN HAKE CHECK PAYABLE AND ~HZT PAYHENT TO: REGISTER OF NILLS :~ CUHBERLAND C8.,COURT.~0USE ..... CARLISLE, PA I7013~ CUT ALONG THZS LINE ~'* RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRATSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF SHEAFFER HARIE J FILE NO. 21 0~-0106 ACN 101 DATE 09-06-200q TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNZNG FUTURE TNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) $. Closely Held Stock/Partnersh/p Tnterest (Schedule C) ($) q. Hortgagas/Notas Receivable (Schedule D) S. Cash/Bank Daposits/M/sc. Personal Property (Schedule E) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote1 Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Ada. Costs/M/sc. Expenses (Schedule H) (9) lO. Dabts/Hortgage Liabil/ties/L/ans (Schedule I) (10). 11. Total Deduct/one 12. Net Value of Tax Return 125~000.00 .00 .00 .00 ~9~913.59 .00 .0O (8) NOTE: To /nsure proper crad/t to your account, suba/t the upper port/on of this form w/th your tax payment. 17q,913.59 28,99~. 19 .00 (11) (12) 28.99~.19 1~5,919.q0 15. NOTE: Char/tabXa/governaental Bequests; Non-eXacted 9115 Trusts (Schedule J) (15) Net Value of Estate SubSact to Tax (lq) Zf an assesseent was issued previously, lines la, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of L/ns lq at Spousal rats 16. Amount of Line lq taxable at L/heal/Class A rats 17. Amount of Line lq at S/bling rate 18. Amount of L/ns lq taxable at Collateral/Class B rats 19. Princ/pal Tax Due TAX CREDXTS: PAYMENT RECETpT DISCOUNT DATE NUMBER [NTEREST/PEN PATD (- 03-09-200q CD00365q 315.79 07-12-200q CD00qlq9 .00 .00 lqS,919.qO 18 and 19 ~ill (15) .00 x 00 = .00 (16) lq5,919.q0 x 0q5= 6,566.37 (17) . O0 X 1Z = . O0 (16) .00 x 15 = .00 (19)= 6,566.37 AMOUNT PAID 6,000.00 250.59 ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 6,566.38 .01CR .00 .01CR ( XF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REQUTRED. XF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE_ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS."~/~ , RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaaalth hereby expressly reserves the right tn appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section glqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (7Z P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REgXSTBR OF NXLLS, AGENT 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 Xnheritance and Estate Tax" (REV-ISiS). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-800-~qT-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZE-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --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 Raviaa Unit, Dept. gE0601, Harrisburg, PA 171ZE-0601 Phone (717) 787-650S. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (EX) discount of the tax paid is allowed. The ISZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, I996, the first day after the end of the tax amnesty period. This non-participation penaIty is appaaIabIa in the same manner and in the the same time period as you wouId appeaI the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (93 months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, ZeBZ bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .OOOlBq. 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 198Z through ZOOq are: Interest Dally Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .O005qB ~J~'8-1991 ~ .OOO3Ol ~ 9Z .O00Zq7 1983 162 .000q38 1992 92 .O00Z~7 ZOO2 6Z .00016~ 19Bq 1IX .000301 199~-199~ 7Z .O0019Z ZO0~ 5Z .0001~? 1985 13Z .000356 1995-1998 9Z .O00Z~7 ZOOfi ~Z .000110 1956 lOX .OOOZ7~ 1999 7Z .OO019Z 1987 102 .000274 ZOO0 7Z .00019Z --Interest is calculated as ~olloes: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 12/16/2005 DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 RE: Estate of SHEAFFER MARIE J File Number: 2004-00106 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS 1 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: 1/26/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~..~j.~ f /1'1 GLENDA FARNER STRASBAUbtl REGISTER OF WILLS cc: File Personal Representative(s) Judge ~~ f.. .. L: L.' . I ~ /;:-..r,~,....:\ I~~\"\ ~ ~j ~ ~ _~_.'L.__~ _...~~'"":'l"/l.r~ilil_ ~.e~____'L-__....ji__~"'::;:! .n__.....--..!Z-_ Jl.";.\;:;~JL:s;[!,JeJr VI '1>;J Jl.JLlJ.:::;i \lJjJJ. ~[ULllJdlIl.i!tCJ.:Jl.i:lLJUiU \LA>.JlUJ;.!l.<Ly STATUS REPORT w\I"DER RULE 6.12 ~ Name of Decedent: M~rl e v: Sftqffer Date of Death: I -- '{ & - 011 Estate No.: ~ J - 0/,/ - 0 I -0 ~ . 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 of the estate is complete: Yes ~ No 0 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.1 is Yes, state the following: a. Did the personal representative file a fmal account with -the CoUrt? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: c. Did the perso~re-jJresentative state an account informally to the parties in interest? Yes fJ- No 0 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 \Vh1'r~tdtOtbiSreport. \ ) A ~~ Sign\zG.re V V \.~ ,!:" w .11 r a ylII It. P\I1l1t- a.-n , E,s t, . Name Ln I r-vlfle RowJ ~.,)15JeI fA 17l){'7; Address ""1....;z,1.\'1-,780 ~:.~ Telephone No. C'\ 0-1 r:::'<-l-'a.'~r:l':-;-Y", r-l ";).....-......,-!""l1)Q-,~.e.S,e.-+-.....j...:;.Tt:;.. _104- _.. 1--1 J. Cl.OVl.J.Q..J. J........"",i-J.......... ......l..li..a.:....J. \ '-' rtil ,~,.,.l~~ol .(:'~- .~e-"c~~~ 1 -~--e~o-t~+.:vo ~ :-..-'~~.:..:.~......_ 1..\,;1 1-' !. c:.U.J..lQ._ .!.. Cl-'l ~.......!...!....a.\....!.,...... (- ) L:-" c, C-.,.! lfCc