HomeMy WebLinkAbout04-0234
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Robert J. Beierschmi tt No.,;J , - 04 - .:J..s4
also known as To:
Robert John Beierschmi tt Register of Wills for the
, Deceased. County of Cumber land in the
Social Security No. 1 80 - 0 1 - 6 3 54 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~, who is~~ 18 years of age or older an the execut or named
in the last will of the above decedent, dated February 18. 1997 , 19_
and codicil(s) dated NONE
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land County, Pennsylvania, with
his lastfamilyorprincipalresidenceat635 Glendale Street. Car1is1~
Cumberland County, Pennsylvania 17011
(list street, number and muncipality)
Decendent, then _ 83 years of age, died Ma r c h 5, 2004 , ~ ,
~ 635 Glendale Street, Carlisle, Pennsylvania 17013
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after exe(:Udon of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows: S 011(1 t'!1
(If domiciled in Pa.) All personal property $' .
(If not domiciled in Pa.) Personal property in Pennsylvania $ a 7 0, 0 AT. ~
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 27.0, '000 . ~.
situated as follows: 635 Glendale Street, Carlisle
WHEREFORE, petitionerUt) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.Oerninistratjpn d.b.n.c.CIJ.)
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'~'E' Paul C. Belerschmi tt
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-g.g 541 ~outh Bedford Street -n
::,'ii Carllsle, PA 17013 Nn
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF Cumberland J
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-
tative(s) of the above decedent petitioner(s) wil~ and truly administer the estate according to law.
Sworn to or affirlr€.~, and SU,bSCribed {- {~O t3 ~ ~ :iv ~
before me this ~ day of ~
~\c..h 2oo~t- W ~
~ ~d - ~
h..no 11 a'::'~ ' h.. ~
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Uln':;;.\,((I:" R.r.V O!,:<.r~
This is to certify that the information here given is correctly copied from an original cen,ificate of death dulr filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent flhng.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~~w~.~~~~~
Local Registrar
[) 10" t)Cj5Q'7 MAR 8 2004
! . ,. _L ,",,'--..i .........
No. Date
..2, - 0'-4 -;1.3'1
--~05,143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIAo DEPARTMENT OF HEAL THo VITAL RECORDS
E1PRINT CERTIFICATE OF DEATH
IN ~- t."'I:~ OF DECEDENT{F'tIt, MIddIe,....J SEX SOCIAl SECURITY NUMBER CATE OF OEATH(Montn, 0-,. Vur)
'AANENT
CKINK " Robert J. Beierschmitt 2, Male " 180 01 _ 6354 ..March 5 2004
~GE Il~st Birthdey) BIRTHPLACE (Qy and PLACE OF DE" TI-(Ctleck only one. see instnJctlons on otMr lide)
Sta'a 0( Foreign Counlry) HOSPITAl.
83 Mt. Carmel InpatlentO :::.~) 0
..., 7,Pennsyl vani.a ..,
FACILITY NAME (II not institution, give s1re.. and number) RACE~n lnoian, Ba.ck. White, etc
(Specify)
;'\ 10, Whi. te
~' WAS DECEDENT EVER IN MARITAl STATUs.Marriecl SURVIVING SPOUSE
U.S. ARMED FORCES? Never Marriocl. Widowed. (II will, gIVe m~.n name)
." ~ No 0 Olvorced(Specify}
12, Widowed
17..Sta,. Did flo.D YllS.d.cedent~ylt<lln ""',
635 Glendale Street _.m
Iivaina
Carlisle, Pennsylvania 17013 Cumberland township? t7d.[KJ =hi,:=,II.~:ot Carlisle
t7ll.County ""-,
MOTHER'S NAME (First MIdclIe. Malden SUI'Mme)
n.Ma c. (Schneider)
i INFQRMANrS NAME (TypII'PttnQ INFORMANT'S MAlUNO ADDRESS (Slreet CilylTown. SI... Zip Code)
j", Paul C. Beierschmitt ".,541 South Bedford Street Carlisle, Pennsylvania 17013
,..-.op(.~/E:iHvOOF DlSPOSI1lOb PLACE OF DISPOSITION. Name of Cerneterr. Cremalory LOCATION. CityfTown, St... Zip Code
. . 0 Burl. C,em8lkln ~ Remonl from State Of Other Place
C':Inellon 0tl'Iet (Specily) East
21.. 21c,
nc.
17013
.
. oJ 5, 2004
'..:.;. 21. PART I, Enlerlfll....... ir\tUrift or c:omplicMions wIIlCh caused tt'lt deMh. Do not enterlhe mode of dying, SUdlu cardiac or fftplfIIlory.......shockorhe....'lIilu...
U. 0fIty one C8uM on uch n.
., ~v..
S.qu,nti.., let uMltio... r \
If 'ny, lucti,.... inMMd.... DUE TO (OR AS A CONSEQUENCE OF):
C'U$.. En..r UNDERLYING
CAUSE (Di--.0l'1f$Iry <,
Il'latjl1iti..........
l~ultil'lQ In de8ft\) LAIT DUE TO (OR AS A CONSEQUENCE OF):
d,
'lIAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEA TM DATE OF tNJURY
PERFORMED? AVAtLABlf PRIOR TO (Month. Day, Yeer)
COMPLEnON OF CAUSE Natural ~ HomiCide 0
OF DEATH?
........ 0 PendlnglnvesttgalicH1 0
...0 ...~ ...0 No~ ..-. 0 Could not be determined o .... / / 20"
PLACE OF INJURY.At home, farm, strMt. flC1CMy, office
building. eec. (Specify)
2", -. ... ....
1"...----'
"CERTlFYlNQ PHYSICIAN (Physician certifying ceuH of death 'Nhen anoth.r physiciftfl has pronounced death and completed hem 23)
, ; ~ To the ....of"" knowiNg., d..th ooourred due to the ..u..(a) anet manner.. .t...4........__oo......_.........______..__. ".__".n
"PRONOUNCING AND CEptTIFY1NG PHYSICIAN (Physician both pronouncing death lnet certifying lo ClU.. of dealh)
. : ~ To the..... of..., knowl_dg_, elI.ath occurNd.. th_ "m., d.te,.nd pl.c_, .nd due to the c.ua.(a) .nd m.nn.r.........d......_..._....__.
.' "MEDICAL ~NEM:ORONE"
'. ~~.:::r~~~~'~t~~. ~~~r '~~~~~~~~'~~.. ~~ .~!. ~~I~.":. ~.~~~. .~~.u~.. ~t.'h.t1~~.. ."~: ...~~.pl~~~: ~.~. .~~~.'~ ~~.' c.~u.~~.1 ~.~.. 0
31a.
REGISTRARa BtGNATIJRE AND NUMBER I~ \ 1d.J\ ,d -
"" 14,
.
, 0.- \ - 04~ Od. 3~
FAMILY SETTLEMENT AND FINAL RELEASE
IN
THE ESTATE OF ROBERT J. BEIERSCHMITT
KNOW ALL MEN BY THESE PRESENTS, that:
WHEREAS, Robert J. Beierschmitt, late of Cumberland County, Pennsylvania,
died testate on March 5, 2004, having first made his last Will and Testament which was
duly executed on February 18, 1997; and,
WHEREAS, the said last Will and Testament of named Paul C. Beierschmitt as
Executor of his last Will and Testament; and,
WHEREAS, Letters Testamentary on the estate of the said decedent were duly
issued by the Register of Wills of Cumberland County, Pennsylvania to Paul C,
Beierschmitt on March 10, 2004; and,
WHEREAS, the Executor has gathered the assets of the estate of the said
decedent and the assets consist of real estate, bank accounts, a motor vehicle and
:1
:1 personal property; and the executor has paid all of the decedent's known debts and
:1
II expenses of the estate and administration which are known to the executor; and,
II """,,"
!I WHEREAS, the balance for distribution, after the payment of Penl"f8Y.lvania ~5
...~ 0 (,;,n
::cj::n <-_
I Inheritance Tax in the said estate, is $ 187,358.52; and, ::.s~p i=
r~-:~":';"m _
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WHEREAS, the balance for distribution has been reduced to cash~~139d ):>0
i'i ~", 'I 3C <_ -:r,
available for distribution and has in fact been distributed in accordance 1IIi#~e terms of;~ f~.~
..> 0.'..>
the last will and testament of the said decedent. ...
NOW, THEREFORE, KNOW YE, that we, being all of the beneficiaries of Robert
J. Beierschmitt, do hereby each of us, acknowledge that we have this day agreed to
receive from the aforesaid personal representative, in full satisfaction and payment of
all sum or sums of money, legacies, bequests, and devises as are given, devised and uA
bequeathed to each of us respectively by our father, Robert J. Beierschmitt, the sum of
$46,839.63, due to us under his said Last Will and Testament, which amounts we have
received prior to the execution of this agreement.
AND, each of us does hereby stipulate that in order to avoid the expense and
time involved in the filing of a formal account and schedule of distribution, we each
agree that no account is necessary and we do hereby agree that we do consent to
distribution being made without the filing of an account and schedule of distribution, the
same to be with the same force and effect as if they had been filed and confirmed by
the Orphans' Court Division of the Court of Common Pleas of Cumberland County;
THEREFORE, we and each of us, do hereby remise, release, quitclaim and
forever discharge the said personal representative, heirs, executors, and administrators
and assigns of and from the said estate and from all actions, suits, payments, accounts,
reckonings, claims and demands whatsoever for or by reason thereof, or for any other
use, matter, cause or thing whatsoever, touching upon the estate of the said decedent,
and each of us do further hereby covenant and agree that should any liability come due
to the estate of the said decedent after the signing of this agreement, we and each of
us do hereby covenant and agree with each other and the aforesaid personal
representative, that we will contribute pro-rata, our share of the estate to satisfy any and
all claims, demands, suits, or causes of action which may be successfully prosecuted
against the said estate or the aforesaid personal representative after the signing,
sealing and delivery of this family settlement agreement and final release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals the day
and year below written opposite our respective names.
I
. ..
STATE OF MISSOURI
SS,
COUNTY OF :j!L .~~
On this, theaG day of ~ 2005, before me, a Notary Public, the I
I
undersigned officer, personally appeared Anne E. Beebe (known to me or satisfactory
proven) tG be the person whose name :3 subscribed to the within instrument, and
acknowledged that she executed the same for the purposes therein contained.
I IN WITNESS WHEREOF, I hereunto set my hand and official seal.
I
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COMMONWEALTH 9.;'" Di;:J!l'::S Y LV ANI A
l\Jol.;.1~1;'-." ':~~r,:;;;'
STATE OF PENNSYLVANIA James H MrK,,', "~''Y Public
SS. Carflsle So,c C''''''''" .'ar'd County
My Cornmiss,iY r:',ti,;;[1;?:;. Ctec. 5, 2007
COUNTY OF CUMBERLAND Member, PennsylvRI;,;'i\~~Ociation Of NolaIIe8
On this, the d / /JI day of April, 2005, before me, a Notary Public, the
undersigned officer, personally appeared Philip M. Beierschmitt (known to me or
satisfactory proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~~
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II !:d iS~ -.~SEAL)
II
II
II Peter F. Beierschmitt
I
II STATE OF TEXAS
SS.
COUNTY OF
II On this, the m day of April, 2005, before me, a Notary Public, the
undersigned officer, personally appeared Peter F. Beierschmitt (known to me or
satisfactory proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~ NANCY J, MEADOWS ~ahttcfP~n~
~ ~-
* ,* STATE OF TEXAS
~~~~;It
'1>,)':, .,', ",c,.... "n) 04/16/2005
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Paul C. Beierschmitt
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
STATE OF PENNSYLVANIA James H, McKee, NotaryPublic
C3I1lsIe Boro, Cumbel1and County
SS. . My CommissIon Expires Dec. 5. 2007
COUNTY OF CUMBERLAND Member. Pennsylvania Association Of Nlllarles
On this, thed71J1 day of April, 2005, before me, a Notary Public, the
undersigned officer, personally appeared Paul C. Beierschmitt (known to me or
satisfactory proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
I
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
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ROBERT J. BEIERSCHMITT
I, Robert J. Beierschmitt of Carlisle, Cumberlai1d County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon after
my death as is reasonably possible. However, my personal representative need not accelerate and pay
those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous
to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my death, I authorize my personal representative, in his, her, or its sole discretion,
to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate
for this purpose. . ~. . :n
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SECOND
I give, devise, and bequeath one-fourth m of my entire estate together with all insurance proceeds
thereon of whatever nature and wheresoever situate to my son, Philip M. Beierschmitt, providing that
he survives me by sixty (60) days, per stirpes. I give, devise, and bequeath the rest, residue and remainder
of my entire estate together with all insurance proceeds thereon of whatever nature and wheresoever
situate, in equal shares, to my remaining children, Peter F. Beierschmitt, Paul C. Beierschmitt and
Ann E. Beebe, providing that they survive me by sixty (60) days. If either Peter F. Beierschmitt,
Paul C. Beierschmitt or Ann E. Beebe fails to survive me by sixty days, then his or her share shall
be divided in equal shares among my children including Philip M. Beierschmitt who do survive me.
THmD
My executor is authorized and empowered to exercise from time to time in his, her or its sole
discretion and without prior authority from any Court, in respect of any property forming part of any trust
hereby created or otherwise in its possession hereunder all powers conferred by law upon executors and
the testator intends that such powers be construed in the broadest possible manner.
FOURTH
I nominate, constitute and appoint my son, Paul C. Beierschmitt, Executor of this my Last Will
and Testament. In the event Paul C. Beierschmitt is deceased, unable or unwilling to serve or shall
cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, Philip M.
Beierschmitt, to serve instead. I direct that my personal representative shall not be required to give or
post bond for the faithful performance of his, her or its duties in this or any other jurisdiction.
FIFTH
I hereby declare it to be my expressed desire that my personal representative employ the Law
Offices Of Ron Turo of Cumberland County, Pennsylvania, for legal advice and assistance regarding this
my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes
respecting any matters that may arise at the probate of this instrument, the administration of my estate,
and the execution of the powers herein mentioned.
~'"~~ ~,~~~
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this
If II. dayof ,!;hrt.,/flry ,1997.
~{t.'~~,'~ Ild!~:cdt~~,<~~
,CJrfJruwuIliu ' Robert J. Bel schmitt
Witness
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND
I, Robert J. Beierschmitt, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as
my free and voluntary act for the purposes therein expressed.
1/ (.~;,-k: ~' ~~
Ro'lrert J. Beier hmitt
Sworn or affll'IIled and acknowledged before me by Robert J. Beierschmitt, the Testator, this
11ft, day of hbrl/OYf ,1997.
~~a C44 .
tvYJ '1
tary Public ~
NOtARIAL SEAl..
ICRt8TEN ANN CLJlPIrG:n. NDtIIy.....
CIrIIIIt .... ~... eo...." PA
CoI... Jul...., Now. 13, ..
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, ~/32:.yz-r ,T /i)I-tl-,j)lc-,2;C- and 0~(jL r}~7, Ld h I <,J ley" , the witnesses
whose names are attached to the foregoing document, being duly qualified according to the law, do depose
and say that we were present and saw testator sign and execute the instrument as his Last Will and
Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last
Will and Testament as witnesses and that to the best of our knowledge the testator was at the time 18
or more years of age, of sound mind and under no constraint or undue influence.
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Sworn or affirmed and subscribed before me~ by Idjyrl-J lJIulderj and
L.f a ;JI. filM it y this l'in, day of {drdUr-y . 1997.
7'+ 11L~l1j~
o Public NOTNIAL EAL
ICRIIlEN NIt CUPINC&, ..., PublIc
CIrfIIIe 8Dro, ~.. Caunly, PA
... CoImdu'D!lI Nov. 13, _
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Robert J. Beierschmitt ~ /-04 .;) 34
Date of Death: March 5, 2004
To the Register:
I certify that notice of beneficial interest 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 March 16, 2004.
Name Address
Peter F. Beierschmitt 7005 McCoy Drive, Watauga, Texas 76148
Philip M. Beierschmitt 324 Franklin Street, Carlisle, Pennsylvania 17013
Anne E. Beebe 4525 Laclede Avenue, # 4, St. Louis, Missouri 63108
Paul C. Beierschmitt 541 South Bedford Street, Carlisle, Pennsylvania 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE
I
Date: March 16,2004 l/1dA 11bl1v-
Michael A. Scherer, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
Capacity:
Personal Representative
x Counsel for Personal Representative
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COI\ 10NWEAlTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPt JTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 2B0601
HARRISBURG. PA 17128.0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003985
SCHERER MICHAEL A
1 9 WEST SOUTH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
____un fold ---------- --------
101 I $8,500.00
ESTATE INFORMATION: SSN: 180-01-6354 I
FILE NUMBER: 2104-0234 I
DECEDENT NAME: BEIERSCHMITT ROBERT J I
DATE OF PAYMENT: OS/28/2004 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/05/2004 I
I
TOTAL AMOUNT PAID: $8,500.00
REMARKS: PAUL C BEIERSCHMITT
CHECK# 115
INITIALS: AC
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
\.,
"-
. EV-1500EX lloo\ REV-1500 OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601 2 1 0 4 0 0 :< 3 4
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT -
-- -----
COUNTYCOOE YEAR NUMBER
DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
l- Beierschmitt, Robert J. 180 - 01 - 6354
Z
w DATE OF DEATH (MM.DD.YEAR) DATE OF BIRTH (MM.DD.YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W March 5, 2004 June 15, 1920 REGISTER OF WILLS
U
W {IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C - -
w ~ 1. Original Return o 2. Supplemental Return o 3. Remainder Return (date 01 dealh iWOtto 12-13-fl2)
I-
:.::::$(1) o 4. limited Estate D 4a. Future Interest Compromise (date of death aner 12-12-S2) D 5. Federal Estate Tax Return Required
u"''''
w"u
",00 [!] 6. Decedent Died Testate (Altach copy of Will) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes
u"'... -
....
.. D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date a/death between 12-31-91 and 1-t-95) o 11. Election to tax under Sec. 9113{A) (A~ach 5th 0)
<C
-~ -''D~~'''''''''m-1IT['IT ;J'i::\'- "~'I ir' . ,. - '" ,-,.: 'T"r' C .- '''if'. .~
l- I' "I'" ,.~.,1'! ~ ~\ tHJ.i. l..~ ~1l:.~'~~ 't r,itn>/\:iid..."" 4"', ,-', " >, ; _ '\\i:;~) ~~~~
- "", -.. ~ ..... , ......~ ..... "'_ f.... ~ .-. , ..,s_ '..,,,,, "" ~.., .
z COMPLETE MAILING ADDRESS
w NAME
0 Michael A. Scherer, Es uire
z
0 19 West South Street
.. FIRM NAME (If Applicable) O'Brien, Baric & Scherer
on
w
'" Carlisle, Pennsylvania 17013
'" TELEPHONE NUMBER
0 (717) 249-6873
u
165,000.00 .-...,.-- OFflOIAL USE ONLY I
1, Real Estate (Schedule A) (1) "
-,
2, Stocks and Bonds (Schedule B) (2) r~' .
(
3, Closely Held Corporation, Partnership or Sole.Proprietorship (3) r
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 38,907.52
(Schedule E) -
Z ,
0 6, Jointly Owned Property (Schedule F) (6) : ,j
~ o Separate Billing Requested
:;) 7, Inter.Vivos Transfers & Miscellaneous Non.Probate Property (7)
l- (Schedule G or L)
ii: 8, Total Gross Assets (total Lines 1.7) ~ (8) 203,907.52
<
U 9, Funeral Expenses & Administrative Costs (Schedule H) (9) 12,285.03
W
0:: 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,031.08
11, Total Deductions (total lines 9 & 10) (11) 14,316.11
12, Net Value of Estate (Line 8 minus Line 11) (12) 189,591.41
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 189,591.41
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0
!;;: rate, or transfers under Sec, 9116 (a)(1 ,2) x,O_ (15)
16. Amount of Line 14 taxable at lineal rate 189,591.41 x,o~ (16) 8,531.61
I-'
:;)
ll. 17, Amount of Line 14 taxable at sibling rate x .12 (H)
:e
0 18. Amount of Une 14 taxable at collateral rate x .15 (lS)
U
~ 19. Tax Due (19) 8,531.61
~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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Decedent's Complete Address:
STREET ADDRESS 635 Glendale
Street
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 8,531.61
2, Credits/Payments 0.00
A, Spousal Poverty Credit
8, Prior Payments 8,500.00
C, Discount 425.00
Total Credits (A+ 8 + C) (2) 8,925.00
3, interesUPenalty if applicable
0, Interest
E, Penaity
TotallnteresUPenalty ( 0 + E ) (3) 0.00
4, If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT. 393.39
Check box on Page 1 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, (SA)
8, Enter the total of Line 5 + 5A, This is the BALANCE DUE, (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
\~::.,J
'c:, ";;:W,I
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 transfened;"""""""""""""""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,'" 0 ~
b, retain the rightto designate who shall use the property transferred or its income; """"""" "",,"'''''''''''''''',,'''' 0 ~
c. retain a reversionary interest; or .........................................................,............................................,................... 0 ~
d, receive the promise for life of either payments, benefits or care? """"",,""""""""",,""""""""",,""""""""" 0 IX]
2, If death occuned after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? "",,',,"''''',,''''''''''''''''',,'''''''''''''''''''''',,'''''''''''''''''',,''''''''''''''''''''''"'"'' 0 ~
3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? """'",,''' 0 ~
4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? """"""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""''''''''''''''""""""""'''''' 00 0
.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, correct and complete.
Declaration of preparer other than the personal representative is based on aU Information of which preparer has any knowledge.
~RE OF PERSON ESPONSI8LE FOR FILING RETURN DATE 11/30/04
Paul C. Beierschmitt, Executor
ADDRESS
541 South 17013
Michael A. Scherer, Esquire DATE 12.- 2-- Ol-(
ADDRESS
19 West South Street, Carlisle, PA 17013
. 1..1 .........:~;:4'.';I-~~.- -.~ me.rl~. _JJ~~~~:~~~~~;:~
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 exemot a transfer to a sUlviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
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 paren
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 lineai 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 a:
individual who has at least one parent in common with the decedent, whether by blood or adoption.
.
REV.1502 EX+ (I2-85) '* I I
SCHEDULE A I
COMMONWEALTH OF PENNSYLVANIA REAL EST A TE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Robert J. Beierschmitt 21-04-0234
(Property iointly-owned with Right of Survivorship mUlt b. disclosed on Schedule F) All reale.tat. should b. r.ported at fair mark.t value
which i. d.fined as the price at which property would b. exchanged between a willing buyer and a willing I.n.r, neither being compelled
to buy or .eU, both having reasonable knowledge of the relevant facts.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. 635 Glendale Street 105,000.00
Carlisle, Pennsylvania 17013
'"\ TOTAL (Also enter on line 1, Recapitulation) 5105,000.00
III rn",... ~,..,..~.. i., .......,.1...,.1 ;"u.rl n..l"/it'1"In...1 .,J....",h "I enrn.. ..;,,'" I
REV.1508 EX+ (6-98) *' SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Robert J. Beierschmitt 21-04-0234
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Members First Federal Credit Union
Regular Savings 2,353.89
Investment Savings 5,311.18
Checking 3,904.95
Holiday Club 250.54
IRA Certificate Of Deposit 6,240.83
IRA Certificate Of Deposit 856.19
2. Wachovia
Checking 3,147.45
Savings 5,000.31
3. USAA Subscribers Savings Account 1,032.90
4. Four Jewelry Items per Mountz appraisal 605.00
5. 1997 Honda Accord 5,530.00
6. Miscellaneous.Items of Personal Property 3,625.00
7. Real Estate Tax Refund from HUD-1 599.99
8. U.S. Military Retirement 315.97
9. USAA Insurance Refund 90.09
.
10. Delta Dental Refund 43.54
I 38,907.83
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
fEV.1Sl1EX.{l"n '*'
SCHEDULE H
FUNERAL EXPENSES &
00I0tIl0NWEAL TH OF PENNSY\. VANIA
INHERITANCE TAX RETIJRN ADMINISTRATIVE COSTS
RE IDENT DENT
ESTATE OF Beierschmitt FILE NUMBER
Robert J. 21-04-0234
Debls of decedent mull be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home 6,282.50
G.C. Blosser 46.36
The Locker Room 445.20
Carlisle Memorial Service 174.00
B, ADMINISTRATIVE COSTS:
1. Personal Re~nlallve.s Commissions
Name of P_ Represenlallve (s)
Social Security Number{s) I EIN Number 01 Personal R9pIISenlallve(s)
SIreeI Address
City State Zip
Yea~s) Commission Paid:
2, AlIomey Fees O'Brien, Baric & Scherer 2,500.00
3, Fami~ Exemption: (If decedenfs adlhess is not the same as c1aimanrs, attach explanation)
Claimant
SIreeI Address
City Slale Zip
Relationship of Claimant ID Decedent
4. Probate Fees 668.02
5, Accounlanrs Fees
Tax Relllm Preps""s Fees 350.00
6,
7. Mountz Jewelers-appraisal 195.00
8. s.w. Barrett Real Estate Appraisals 275.00
TOTAL (Also enteron line 9, Recapitulation) $ 12,285.03
(If more space is needed. insert additional sheets of the same size)
RfV.1512 EX+ (7-881 -!i!- I
SCHEDULE I
COMMONWEAlTH OF PENNSYlVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LlABLlTIES AND LIENS
RESIDENT DECEDENT Plea.e Print or Type
ESTATE OF Robert J. Beierschmitt FILE NUMBER
21-04-0234
ITEM DESCRIPTION AMOUNT
NUMBER
1. Pennsylvania Power & Light 203.01
2. Sprint 86.33
3. UGI 966.57
4. USAA Insurance 513.51
5. Comcast 221.27
6. Rynard's Lawn Service 26.50
7. HMO Physician's Radiation Center 13.89
TOTAL (Abo enter on line 10, Recapitulation) $ 2,031.08
(If more space is needed, insert addifional sheets of some size.)
"""""".,""'. SCHEDULE J I
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF Robert J. Beierschmitt FILE NUMBER
21-04-0234
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Peter F. Beierschmitt son 25%
7005 McCoy Drive
Watauga, Texas 76148
2. Paul C. Beierschmitt son 25%
541 South Bedford Street
Carlisle, Pennsylvania 17013
3. Anne E. Beebe daughter 25%
4525 Laclede Avenue, # 4
St. Louis, Missouri 63108
4. Philip M. Beierschmitt son 25%
635 Glendale Street
Carlisle, Pennsylvania 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
--._-~,'_."-.,,,._~.~ '-
Jrll$f~ anil (r.rtnturnf
01
ROBERT J. BEIERSCHMITI'
1, Robert J. Beierschmltt of Carlisle, Cumberland County,PennsyMlnia, being ofsound and
disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon after
my death as is reasonably possible. However, my personal representative need not accelerate and pay
those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous
to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my fteath, I authorize my personal representative, in his, her, or its sole discretion,
to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate
for this purpose. ::: C~- g. :0
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SECOND
I give, devise, and bequeath one-fourth (l) of my entire estate together with all insurance proceeds
thereon of whatever nature and wheresoever situate to my son, Philip M. Beierschmitt, providing that
he survives me by sixty (60) days, per stirpes. I give, devise, and bequeath the rest, residue and remainder
of my entire estate together with all insurance proceeds thereon of whatever nature and wheresoever
situate, in equal shares, to my remaining children, Peter F. Beierschmitt, Paul C. Beierschmitt and
Ann E. Beebe, providing that they survive me by sixty (60) days. If either Peter F. Beierschmitt,
Paul C. Beierschmitt or Ann E. Beebe fails to survive me by sixty days, then his or her share shall
be divided in equal shares among my children including Philip M. Beierschmitt who do survive me.
THIRD
My executor is authorized and empowered to exercise from time to time in his, her or its sole
discretion and without prior authority from any Court, in respect of any property forming part of any trust
hereby created or otherwise in its possession hereunder all powers conferred by law upon executors and
the testator intends that such powers be construed in the broadest possible manner.
FOURTH
I nominate, constitute and appoint my son, Paul C. Beierschmitt, Executor of this my Last Will
and Testament. In the event Paul C. Beierschmitt is deceased, unable or unwilling to serve or shall
cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, Philip M.
.
Beierschmitt, to serve instead. I direct that my personal representative shall not be required to give or
post bond for the faithful performance of his, her or its duties in this or any other jurisdiction.
FIFTH
I hereby declare it to be my expressed desire that my personal representative employ the Law
Offices Of Ron Turo of Cumberland County, PelUlSylvania, for legal advice and assistance regarding this
my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes
respecting any matters that may arise at the probate of this instrument, the administration of my estate,
and the execution of the powers herein mentioned.
R~~~s~
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this
/f/-IJ dayof ;;hn~fl'Y ,1997.
I(c,(k~ ~." "---V~
Robert J. Beie . tt
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
I, Robert J. Beierschmitt, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the Jaw, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as
my free and voluntary act for the purposes therein expressed.
I? ~ " 6... -''-R.~,~c _
Ro'1lert J. BeierS.lhmitt
Sworn or afllrmed and acknowledged before me by Robert J. Beierschmitt, the Testator, this
!1!-1, day of h6n./OYf ,1997.
~mff.p riM, ('4 .~
tary Public ~
NOtNllAL SEAl.
':-asrurllEll, '*-rNllo
..: .... ~~... ~ PA
eanL' I .
. I, Now. t3,_
...................-..............
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, %mrzr ,:-r. Jl'7uL!::>,rrZ/c:. and 0<::,"'- 1111, /AJ h 1 <,-h~y , the witnesses
whose names are attached to the foregoing document, being duly qualified according to the Jaw, do depose
and say that we were present and saw testator sign and execute the instrument as his Last Will and
Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last
Will and Testament as witnesses and that to the best of our knowledge the testator was at the time 18
or more years of age, of sound mind and under no constraint or undue influence.
~4K~'
, 0
Y!JrrliflW~
Sworn or afr~ed and subscribed before m:- by IdlYrl-J /Jtu1deYJ and
LIa ;JI. JJh~(I-/.n' this 'f'~ dayof /-;'kdI2VY ,1997.
. jt!J;,~ I1t~Jrj~
o Public , NOTAIUI. lEAL
taImN AIIN UJlIIIER,...,.....
~'!- ..... CulIb.....1d CauilIJ. PA
c:c.._.1 J~ NIlr. 13,_
S, W, BARRETT REAL ESTATE & APPRAISAL SERVICES
File No. 04-0287
APPRAISAL OF
LOCATED AT:
635 Glendale Street
Cartlsle, PA 17013
. FOR:
Commonwealth Funding Group
3540 North Progress AVe. St.. 201
Harrisburg, PA 17110
BORROWER:
BEIERSCHMITT. Philip/Sally
ASOF:
April 23, 2004
BY:
Diane Gill
Certified Residential Appraiser
124-126 NORTH HANOVER STREET. CARUSLE. PA 17013 717.243-6646 AND FAX 717.243-8627
S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES
File No 04-0287
0413012004
Commonwealth Funding Group
3540 North Progre.. Ave. St.. 201
Hafti.burg, PA 17110
File Number: 04-0287
In accordance with your request. I have personally inspected and appraised the real property at:
635 Glendale Street
Carlisle, PA 17013
The purpose of this appraisal is to estimate the market value of the subject property. as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of April 23, 2004 is:
$165,000
One Hundred Sixty-Five Thousand Dollars
The attached report contains the description. analysis and supportive data for the conclusions.
final estimate of value. descriptive photographs, limiting conditions and appropriate certifications.
.
Respectfully submitted,
~ .Af;.u
Diane Gill
Certified Residential Appraiser
124-126 NORTH HANOVER STREET. CARUSLE. PA 17013 717-243-6648 AND FAX 717-243-8627
SUMMARY APPRAISAL REPORT
pronertv DescrlDllon UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0287
p Adlkess 635 Glendale Street Cirv Carll.r. State PA z COOl! 17013
Leoal Descrlotion Deed Book 220 P e1044 c""" Cumberland
Assessor's Parcel No. 04-22-G481-033 Tax Year 03104 R.E. Taxes S 2848.01 S~lal Assessments S N/A
Borrower BEIERSCHMITT Phlll ISall Current 0Nner Robert Belerschmltt Occunanl: I ewo.r t lenanl Vacant
..Prol'Jl>ffVrlahtsaooraised FeeSlmle leasehOld I ProiectT_ PlJO ConcklmlnlumfHUIYVAonlvl HOAS N/A /Mo.
.. or Prolect Name Heathertanda Cartlsle Borounh MaD Reference 22.0481 Census Tract 0124.00
Sale PrIce S Unknown Date 01' $ate Unknown Oescrlotion and S amount ot loan ch eslconcessionstobeoaidtNseIer Non. disclosed
lenderlCliem Commonwealth Fundi" GrouD Address 3540 North Pr re.. Ave. St8. 201 Ham.burn. PA 17110
Aooraiser Diane Gill Address 126 North Hanover StreB Carll.l. PA 17 13
Location """" X SWlfban Rural Predominant Sl~kt family housing PresenlIan:t use '" unci use change
Built up X Dver75% 25.75% Under 25% occupancy f~E A~f Onefamily ~ fiI Notlikely 0 Likely
GrOYlthrale X""" Stable Slow ~o.." ~l~~2.'(famiIY---....lli In process
Property values X Increasing Stable Declining Tenant 300+ Hih 100 ~.~ To: Residential
Demand/supply Shortage " ..... ""'- vaan(O-5%) Predominant idlitM Commercial 10%
MarketilY1time Under 3 rros. X 3-6 mos. OVer 6 mos. nVacanlr...Sllol 200 40 ~Vaeant I 13%
NOle: Race and the racial composldon oftha neighborhood are not appraisal factors.
Neighborhood boundaries and characleristics: Bounded on the north'i:W Hlah Street. on the south b" Walnut Bottom Road on the east by
: Col1aoe Street and on the west b" Welllnaton Drive.
. Factors that affect the marketabillly of the properties in lhe neighborhood (proximily 10 employmenl and amenilies, employmenl stability, appeal to market. etc.):
~ Sublect Is located In the Boroull'Ih of Carlisle with walklna or short drlvlna distance to amenOes: shonnlnll'l_ sehools. narks.
.. There are no adverse factors to affect marketabllltv of the sublect. Em 10 ment Is stable and diVerse. SMSA 3240
Market conditions in lhe subject neighborhood (including supporl for the above conclusions related to lhe trend of property values, demand/supply, and marketing lime
--suchasdalaoncompetltlvepropertiesforsalelntheneighborhood,descriplion oflhe prevalence of sales and financing conces sions, etc.):
PropertY sales records and MLS ltaOsOcs show a steadY. moderate Increase In nrol'lArtv values over the nast vear. Averall'le
markeOna time of 80-1 00 davs shows a tlood balance of su I and demand. Few lales and flnanclntl concessions are
needed In the neighborhood.
. Project Information for PUDs (If applicable) . - Is lhe developer/builder In conlrol of the Home Owners' Association (HOA)? U YES _ _ ~ NO
. Approximate tolal number of units In the subject project N/A . Approximate total number of units for sale in the SUbject project N/A
Describe common elemenlS and recreational facilities: N/A
Dimensions See Leaal Descrlntlon Topography Baslcal Level
Site area .36 acre. from tax records Corner Lot U Yes 00 No Size T leal for area
Specific zoning classification and~ption R1 Low Densl Residential Shape Irre ular
Zoningcompllance 00 legal Leg8/1Ol(N,~'';''\l(Qancfa!hereduse) Ultlegal U NozOlllng Drainage A ears adeauate
Hlahe;t8obestuseasim[foved: Present use Otheru~'/~xnlain View Residential
Utilities Public OU.. Off.slte Improvemenls Type Public Private Lmscaling Avera e
E1ectricity ~ Street Asphalt X Driveway Surface As halt
G,,, CLfbigutter Concrete X Apparent easements None A rent
Water SKlewalk Concrete FEMA Special Flood Hazard Area _ U_ Yes._ 00 No
Sanilarysewer Streetlights None FEMA Zone C Map Date 2/3/82
Storm sewer ." None FEMA Ma" No 425382 0004B
Comments (apparenl adverse easements, encroachments, spec!al assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): There are no
annarent adverse easements encroachments or other adverse conditions.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION
No. 01 UnilS 1 Foundalion Block Slab N/A AreaSq,Ft. 624 - ~
No. 01 Stories 3 ExteriorWans AlumlBrlck ""''''''' N/A % Fin/shed 90% Ceiling_
Type (Det./AIt.) Detached ~ RoofSLfface Shlnole Basement Partial Ceiling Droo Tile walls_
DesigntStyIe) Snllt-Lvl. Gutters & Dwnspls. Aluminum SlJnp Purp None Walls DNWaIl Floor_
Existing/Proposed Exlstln Window Type D-Hunll'l Dampness None Dbs. ,100< Camet """'_
Age (Vrs.) 39 Year. Storml5creens Exlstlna Settlemenl None Dbs. OtfsideErUy N/A .....
EffetliveAnefYrs.l 15-20 ManufactLJedHouseN/A Infestation None Dbs.
. ROOMS " liv! Diri Kitchen 0," Fami Rm. Rec.Rm. B"""",", I Baths launrlrv Oth" AreaS.Ft.
.."""" 1 562
level 1 1 1 ,5 624
. Level2 1 1 1 648
. 3 2 624
Flflished area above adeCOl1lalns: 8 Rooms' 4Bedroo m,' 2.5 Baths' 1 896 S uare Feet of Gross Uvi "..
INTERIOR MaterlalsICondillon HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE:
'''''''' CaroeWlnvl Typ' GHW Refrigerator N"" Flreplace(s)11 X Nooe 0
.. Walls Drvwall/Panel ,"" Ga. RangelOven Stairs Patio Garage I of cars
Trim/Finish Wood Ccr1dtialAvera e Disposal Drop Stair 0". Attached 2
BathFJoor Vlnvl/Ca el COOLING Dishwasher X So"" Porch Detached
Balh Wainscot Drvwall/Ceramlc Central N/A FanIHood "w Fence Buill.ln
Ooo<s WoodlMetal Other N/A Microwave Healed Pool X C~"'"
Averaae Condition CcndticnN/A Washer/I), er Finished Drivewav 2/ASD
AddItional fealLfes (special energy efficient Items, etc.): Front orch side enclosed porch. aas fire lace In round 01 with concrete
surround and fence shed.
Condition of lhe improvements, depreciation (physical, funcllonal. and external), repairs needed. quality of ~O~~~;tlon remodeling/additions, etc.: ImDrove
ments are In averaae condlOon with minimal unarades/renovatlons to Interior' no h slcal or functlonallnadenuacles
aDnarent.
.
Adverse environmental conditions (such as, but not limited to. hazardous wastes, toxIc substances, etc.) present in the Improvemenls, on the site. or In lhe
immediate vicinity of the subject property: No adverse environmental conditions are ann':rentldllclosed.
FredlZMrlr:Fo-m70&.93 PAGElOF2 F....MaeFlmll(Kl(~
_"""'lAC'_,too.ZllAJZJ__."""
SUMMARY APPRAISAL REPORT
ValuaUon Seellon UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 04-0287
ESTIMATED SITE VALUE. ........~$- 45 000 Comments on Cost Approach (such as. source of COSI eslimale.
ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square fool calculation and fOf HUD. VA and FmHA, the
DweI~ng 1.896 Sq. Ft @$ 60.00 .1 113.760 estimated remaining economic life of the property):
8smt. 624 Sq.Ft@S 15,00 . 9.360 Cost new from Marshall SWift Valuation Service
;. PoollFencelPorcheslFP . 40,000 Handbook and local coat anal sl.. Land valu from
:~462 Sq.Ft@$ 22.00 . 10.164 Market Data Com arlson. De reelatlon baled on a . life
. Total Estimated Cost New . .1 173,284 observed condlOon and Market Data Anal sls.
l." phySical Functional External EsL Remaining Econ. life: -15 Estimated remalnln economic life Is 35 to 50 ears
. DeJ;reciaticrl 50 000 -1 50.000
Depredated Value of Improvements . oS 123284
'As-is' Value of Site Improvements. .1 6000
I\ID1CATED VALUE BV COST APPROACH. .1 174300
ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO.2 COMPARABLE NO.3
635 Glendale Street 435 Walnut Bottom Road 1011 Rockledge Road 351 Belvedere Street
Adaess Carlisle Carlisle Carlisle Carlisle
Proximi toSUb'ect 0.35 MI E 0,46 MI S 0.31 MI NNE
Sales Price I I 163000 I 188 000 I 170 000
Prk:eIGrossUv,Nea I 73,49 III I 77.05 III I 82.85 Ill.
Data and/or MLS/Courthouse Records MLS/Courthouse Records MLS/Courthouse Record.
Verification Solnes A raise"', Data/CHR
V.etUEAO.A.ISTMEJlTS DESCRIPTION .,. DESCRIPTION ,.}S DESCRIPTION ,-)S
Sales or Financiog UnklUnk UnklConv None/Conv .
Coocessloos DOM 47 , OOM 53 , DOM 140
,
OateofSalelTime 91212003 : 8/23/2003 : 1/6/2004 :
Location Suburban Suburban Suburban Suburban
-..' Fee Slm I. F.. Slm Ie : Fee Slm Ie : Fee Slm Ie :
Site Lot/Avera e Lot/Avera e . Lot/Avera e : Lot/Avera e :
.
~.. Re.ldentlal Residential Residential Residential
De' nand .1 5 Ilt-LvlJAv S IIt-LvIJAv . S IIt-Lvl./Av S IIt.LvIJA :
.
"""""'" Av /AlumlBrk A /Alum/Brk : Av /AlumlBrk : Av IAlumlStn :
39 Years 44 Years 24 Years 43 Years
COndition Av. Good : -5 000 Good- : .10000 Avera e .
. .
Above Grade Td.II'Bmns' - TOlIlI'Ilcms' - : TCUl'eam.' - : TOlIlI'Ikims' - :
Room COunt 2 8: 4: 2,50 7: 4: 2,00' 1,000 8: 3: 2.50' 7: 3: 2.50'
GrossLivi An.. 1896 .Ft. 2218 .Ft .8100 2440 S .Ft. . -13600 2052 .Ft . -3900
. . .
. Basernef1:&Fi:Tished Partial Bsmtl Partial Bsmtl . Partial Bsmtl Partial B.mtl .
.
Rooms Below Grade Famll Room Unfinished 2 000 Unfinished 2 000 Unflnl.hed . 2000
FuncllonalUtll Avera e Avera e : Avera e Avera
Heati Cooli Gas GHW/None Ga. GHW/None : HPICA .3 000 OHW/CA . -3000
.
0 ,.. EIIicieI1:Rems T leal of T leal of T leal of A e T leal of
. . .
"'" " 2Att. Gara e 2 Att. Gara e : 2 Att. Gar. e 1 AttGara e 2500
Porch,Patio, Deck. PorchlPatlo/ Deck/Shed! Porch 2,500 Encl. Porch!
F; aces etc. Ene!. PorchlFP FenceRun/FP PorchlFP
Fence,Pool,etc. FenceJPool None : 2 500 None 2 500 Non. : 2500
:
NetAd".tOl.a 100
P4JstedSaIesPrU
"Com a.. I 170100
Comments on Sales Comparison (including the Subject property's compatibility to the neighborhood, etc. ): e and condition ad ustmenl All
com arable. are similar In. Ie and utili are verified closed sales and are the be.t currentl available. Indicated value
ren . 155400 to 170000.
.
ITEM SUBJECT COMPARABLE NO, 1 COMPARABLE NO.2 COMPARABLE NO.3
Date, Plice and Data 51912000
Scm:e fa" 1M' sales $1,00 N/A N/A N/A
- " CHR Courthous. Records Courthouse Records Courthouse Records
Analysis of any clITenl8!1eemeot of sale, option, or listing of the subjecl JJ"Operl)' and analysis of any Ilia salesr:J~ Inl ccmparables Ydthirt one ye<<dlhedateofwaisal:
A raiser has been Iven no a reement of sale on the ro ert . sub ect has not transferred within a8tthl -six months.
Com arable. have not transferred within ast twelve months.
INDICATED VALUE BV SALES COMPARISON APPROACH. .... ,. ,."......$ 165000
II'ClICATEDVAlUE BVI\ICOME APPROACH Estimated Marke{Rent S /M),xG'ossRen: .
This appraisal is made X 'asis' SlJt1jeCttotherepars.alel?Aims.i1splmlnsorccndtior1slistedbelow
CcndIions r:J Awaisa: Th. .0 has been a raised In current condition. Thl..
nontransferable. See attached addendum.
Final Reconciliation; Cost and Market Anal sl. consistent! au orlm estimated market value. GRM was found Ina ro rlate for
thl. anal sls. Greate.t wel ht Is a lied to the Market Data Anal sls. Su rlln file Information sub.tantiates these
. estimates.
The purpose of this appraisal is to estimate Ihe market value of the real property lhal is the sLlbj ectoflhisrepOrl.basedonUleaboveconditionsaOOlheCl!ltlicatlon.corOlgert
and limiting conditions, and market value definition that are stated in the attachedFred:le Mac Form 439iFannie Mae Fam 1004B (Revised 6/93 ),
I (WE) ES'1YAATE THE MARKET VALUE. AS DEfINED, OF THE REAl PROPERJV THAT IS THE SUBJECT OF1HIS REPORT, AS OF A rll 23 2004
. (WHICH IS mE DATE OF WSPECTJON AND THE EFFECTIVE DATE OF11IS REPORt) TO BE$ 165 00
APPRAJSE.41 . AI..:..; L 5UPE IFRr
Sitlnattl'e JA/JI1,. Sinattl'e 0"" OODidNot
Name Diane Gill Name Steven W. Barrett. SRPA. SRA Inspect Property
Dale Reoon Slone<! 413012004 DateR rt S' ned 413012004
State Ceftilication' RL-001579-L StatePA Stale Certification' GA-000298-L Stale PA
o-State license I State Or Stale License' RB-026921-A Stale PA
fI8dcloMocf<tm106-93 . . .. .n a PAGE20F2 . . enera ppra ser F....loIII!lfClmll004 &-93
Appraiser ProaadIl!llnJACI_IClUJlJ711__."",
Steven W. Barrett R.E. Appr. Svc.
'.
PO::-
WACHOVIA Reference ID: 860996
Wachovia Bank N,A,
Balance Confirmation Services
POBox 40028
Roanoke, V A 24022-7313
March 23, 2004
OBRIEN BARIC & SCHERER
19 WEST SOUTH STREET
CARLISLE, PA 17013
SUBJECT: Verification I Confmnation of Account and Balance Information provided for:
Customer: ROBERT J BEIERSCHMITT (SSN# 180-01-6354)
Date of Death: March 5, 2004
,
DeDosit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance. Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412041139070 2/612004
CWSING BALANCE: $5000,00
CHECKING 1000324242284 $3.147.45 10/2/1989 $0,09 $0,17
LEGAL TITLE: ROBERT j, BEIERSCHMITI
PAUL C, BEIERSCHMm
SAVINGS 3000051550616 $5,000,31 2/5/2004 $0,33 $0,31
LEGAL TITLE: ROBERT j, BEIERSCHMITI
II< Due to system limitations, we can only provide a twelve month average balance on depository accounts.
Other Account Information
Account Account Date of Balance Date Date Ledger Collected
Type Number Opened Closed
SAFE DEPOSIT BOX 0758551600065 5/1111995
LEGAL TITLE: ROBERT j, BEIERSCHMm
PAUL C BEIERSCHMm
WCATI0N:
604 E, HIGH ST.
CARLISLE PA 17013
0000000614 ~
'.
..~
WACHOVIA
Reference 10: 860996
. Date of death balance does not include accrued interest.
. If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
~ ..., ~;",.. - .eo'
~~
uli. Sorrells
Servicenter Associate
Phone: (540)563-7323
che; at
.
0000 000614
tv
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT: VISA CREDIT CARD:
Account Number/ Suffix 9457 -00 4121449998094572
Date Account Established 05/16/1967 03/06/2002
Balance at Date of Death $2,353,89 $127.04
Accrued Interest to Date of Death $,23
Total Principal and Accrued Interest $2,354.12
Name of Joint Owner None None
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 9457 -05
Date Account Established 07/23/1988
Balance at Date of Death $5,3IU8
Accrued Interest to Date of Death $.58
Total Principal and Accrued Interest $5,311.76
Name ofJoint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 9457 -11
Date Account Established 01/27/1987
Balance at Date of Death $3,904.95
Accrued Interest to Date of Death $,11
Total Principal and Accrued Interest $3,905,06
Name of Joint Owner None
HOLIDAY CLUB ACCOUNT:
Account Number/Suffix 9457 -02
Date Account Established 1110111990
Balance at Date of Death $250,54
Accrued Interest to Date of Death $,03
Total Principal and Accrued Interest $250.57
Name of Joint Owner None
IRA CERTIFICATES OF DEPOSIT:
Account Number/Suffix 9457 -15 9457 -17
Date Account Established . 11/13/1991 10/17/1995
Balance at Date of Death $6,240,83 $856,19
Accrued Interest to Date of Death $U2 $.18
Total Principal and Accrued Interest $6,241.95 $856.37
Name of Beneficiary Peter Beierschmitt, Paul Beierschmitt,
Philip Beierschmitt, Anne Beebe (25% each)
~1~ERALCREDlTUNlON
- _/07-
Denise A, Wolfe
Insurance Supervisor
April 6, 2004
Estate of: ROBERT J. BEIERSCHMITT
Date of Death: march 5, 2004
Social Security Number: 180-01-6354
-
5000 Louise Drive . P.O. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslsl,org
UN IS. TIRe:ruold. aDd Reynotd.lu N I SET
'--
CLIENT NO.
DA=3I12/t>'T DEAL NO,
REPRESENTATIVE MANAGER
- PtaJ"k
AUTOMOTIVE GROUP
0 TELEPHONE 0 SHOWROOM
CLIENT cff Robed" Be;e~ cA",;/f COMPANY NAME
E$ ktte-
ADDRESS 635" 6-le~kle- Sf E-MAIL
CITY. STATE, ZIP t!a.rI,'$1e fll /70(3 WORK PHONE HOME PHONE
FAX
PHONE
STOCK NO. MAKE o MANUAL
DAlITO
-rr-cu)~ , / Whple-~/e..- Va. /ue
/1'1
:f ~~30
.
- -.
VINNUMBER YESN
Any factory equipment altered?
i ~l MAKE 1 MODEL I TYPE ,I MILES GREY MARKET I BRANDED TITLE
H.I1J.o. AUDM ~E ~[)1/ 77.f7O ]s airbag operable?
~ Engine 'I CY'!.S V AlC ,./ TJLT.J.C::..PW~~L~CC ,./ RadioC/)":C4~ Has car been painted, damaged, R-tit1ed?
E Transmission f Sunroof V Tires Color 'J11, S/- Other ]f yes, estimate amt $
[ PAYOFF LIEN HOLDER Odometer replaced or altered?
Was vehicle serviced at a dealer?
N $ Was car bought new?
F TITLED TO:
Last major service I I
~. 0000 J I ACCOUNT NO, I SSN, Equip. to be removed
M UNTIL Extended service contract remaining?
A MONTHLY PAYMENT REASON FOR NOT BUYING lODAY
T Was paint sealant added to car'?
1 May a prospective buyer contact you?
. f\19~JI'{I:~
Trust Your Special Moments To Mountz.
April 19, 2004
Mr. Paul Beierschmitt
541 S Bedford Street
Carlisle, PA 17013
Dear Mr. Beierschmitt,
At your request I examined the jewelry you submitted for valuation and have provided an opinion of the
Fair Market Value,
This report is valid only in its entirety and the final figure excludes any applicable taxes. You may wish to
take this into consideration when using the report. The value conclusions are subject to limiting conditions
that are set forth in the body of the report. To the best of my knowledge and experience, I estimate the
jewelry has a total Fair Market Value of$605.00.
I suggest that you keep your copy of this report in a safe place,
This report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice
(USPAP),
If I can be of any further assistance, please call.
.
0~~
S. Rausch G.G.
Ora uate Gemologist, GlA
Enclosures
~;:...... . ~alf~ of8
(''OS ) 153 North Hanover Street. Carlisle, ~ 013.717/243-4936. FAX 717/243-8785 'iii'
,\~"
~""W~ ROLEX
www.mountzjewelers.com
.
Table of Contents
. Letter of Transmittal
. Table of Contents
. Purpose
. Intended Use
. Definition of Fair Market Value
. Approach to Value'
. Market
. Limiting Conditions
. Subscriptions Retained for Value Consulting
. Metal Markets
. Certification
. List of Laboratory Instruments
. Item Descriptions
This report is valid only in its entirety and for its stated purpose imd intended use and waS prepared in
accordance with the Uniform Standards ofProfessioruiJ. Appraisal Practice CUSP AP).
Statements and Limiting Clmditions
Purpose
The purpose of this report is to descnbe and document the qualil}' of the jewelry liSted and to estimate it's
Fair Market Value.
Intended Use ,
The intended use of this repOrt is for providing an estate appraisal listing the Fair Market Valuefor use in
the resolution of the Estate Of Robert J Beierschmitt.
Valuation Date:4/19/04
Definition of Fair Market Value
The fair market value is the price at which the property would change hands between a Willing biiyer and
willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of
relevant facts. The fair market value of a particular item of property... is not to be detennined by a forced
sale price, Nor is the fair market value of an item of property to be'detennined by the sale price of the item .
in a market other than that in which such item is most commonly sold to the public, ta1dng into account
location of the item wherever appropriate, Taken from Treasury Regulation 20.2031-1 (b)
Approach to Value,
There are three traditional approaches to value that are as follows:
Income approach: Applies to income producing properties and is used only if an income situation or rental
property can be identified.
Market Data approach: Compares the qualities of the subject item to an article with similaror identicar
qualities, and researches and records current verifiable sales of such merchandise.
Cost approach: Establishes the total value of an item by considering the value of its component pails
(precious metal content, gemstone weights and qualities, labor, and any other fees) together with the
appropriate retail marknp according to the nonns of the jewelers ill the locale, supply and demand, and the
current state of the marketplace.
Page 2 of8
.
Fair Market Value is estimated using the market data approach. Neither the income approach nor the cost
approach apply in establishing Fair Market Value. However, the cost approach to value was used to check
on the reasonableness or market values found,
Market
To value an item a market (and market level) must be recognized, The most appropriate market for jewelry
can vary depending upon the article's age, condition, quality, intrinsic content, aesthetic appeal,
provenance, current fashion trends, artistic interpretation, period of manufacture among others,
The type of retail outiet that most commonly carries the items being appraised is considered to be the most
appropriate market.. However, the auction market was also considered as another appropnate market in
establishing Fair market Value for this type of jewelry.
Limiting Conditions
The jewelry described within has been analyzed and graded in accordance with prescribed grading
standards using "state of the art" methods and precision laboratory equipment.
JeweiIy constructed solely of, or in combination with, precious metals (i,e, platinum, palladium, yellow or
white gold andlor silver) is tested, ana1yzed and descn"ed for its type and content of such metal. Unless
otherwise stated, all gemstone weights, grades and measurements are approximate and stones have not been
removed from their mountings.
Diamonds are graded with the prescribed grading nomenclature of the Gemologic'aJ Institute of Anierica
(GIA) and the use of pre-graded permanent master diamond color comparison stones.
Colored stones are color graded with the use of the GIA Gem Set color grading system. . Unless otherwise .
stated, all colored stones listed on this appraisal report have probably been subjected to various treatments
to improve their appearance. Treatments are Considered usual and custoIllaty practices when prOperly .
disclosed and when done without intent to defraud the consumer. The treatments 'are mostly stable and do
not require Special care, When a treatment is detected and considered unusual it will be so noted by this
appraisCr. Some treatments are reverSl"le and re-treatable.. It may be beyond the scope of an appraisal to
detenuine exact treatment methods or the amount of treatment present. Some treatments require '
sophisticated equipment not found in a standard gemological laboratory. Prevailing market values' are
based on these universally practiced and accepted processes by the gems and jewelry trade. . '
Sources are' assumed to be reliable and the appraiser does not assume responsibility for their information,
The appraiser assumes the ownership of the subject property is true as stated by the ciient.
The fees paid for this appraisal do not include the seIVices of the appraiser for any other matter, .In
particular, fees paid to date do not include any of the appraiser's time or seIVices in connection with any
statement, testimony or other matters before an insurance company, its agents, employees or any court or
other body in connection with the prOperty herein described. .
If the appraiser is required to testify or to make any statements to a third party concerning the described
property andlor appraisal, the applicant shall pay the appraiser for all of such time and seIVices so rendered,
This document is limited to its stated intended use and is invalid if all items listed in the Table of Contents
are not present.
Unless expressly stated, the items appraised are in good condition, Any serious deficiencies and repairs are
noted, Ordinary wear and tear is not noted.
The information in this report is confidential.
Page 3 of8
This appraisal process does not discover liens, encUinbrances, or fractional interests but, ifknown, they are
noted.
The limited owner of this appraisal is the party for whom the work was performed.
Possession of this report does not provide title to the items appraised.
Possession of this report, any portion of this report, or any copy thereof, does not include the right of
publication without the appraiser's written consent
Use of the information contained in the appraisal is invalid ifallitems listed In the Table of Contents are
not present
Each item descnbed in this report has been photographed and file copies' of the photograph(s) as well as a
copy of the report are maintained in the appraiser's files for at least five years after the report date,
Third parties may rely on the information in this report for the defined pwpose and intended use only, .
Third parties requiring further information than. what is in the report must obtain the written permission of
the owner of the appraisal before theappmsee will discus the report. .
No changes may be made to this report by anyone other. than. the appraiser. The appraiser cannot be
responsible for unauthorized alterations, '
, ,
The professional relationship between the appraiser and the client ends with the delivery of this report.
. Subscriptions Retained for Value Consulting'
Drucker, Richard - The Guide. Northbrook, IL
Rapaport, Martin - RaDaoort Diamond Reoort. New York, NY'
Metal Market 4/19/2004
Gold $402,90
Silver . $7.20
Platinum $936,00
List of Laboratory Instnunents
Binocu1ar microscope Leveridge gauge .
Electronic .scale . Thermal conductivity diamond tester ,
Touchstone arid acids . Ultraviolet light unit,
Fiber optic light Electronic metals tester
Spectrascope Proportionscope
Polariscope Dichroscope , .
GlA GemSet color grading system Refractometer
Chelsea color filter Heavy liquids
Diamond light and graded master comparison diamonds
Page 4 ofS
.
Certification
+ I hereby certifY that, to the best of my knowledge and belief:
+ The statements offact contained in this report are true and correct.
+ The repOrted analyses, opinions, and conclusions are limiied only by the reported assumptions and limiting
conditions, and are my unbiased professional analysis, opinions, and conclusions.
, .
.+ I have no present or prospective interest in the property that is the subject of this report and I have no personal
interest or biaS with respect to the parties inVolved. .
, ,
+ My compensation is not contingent upon the development or reporting of a piedetermined value or direction.
, in value that favors the cause of my client, the 8mOWlt of the value estimate, the attainment of a stipulated
. reSult, or the ix:currence of a subsequent event
+ I havi: made a personal inspection ofthti property that is the subject of this report.
+ ' No one provided sigriificant professional assistance to the person signing this leport .
+ My analyses, Opinions, and conclUsions were developed, and this repoi;t has been piepared, in confonnity
. with the Uniform ~tandards ofProfessionai Appiaisa1 Practice.
S. Rausch G.G.
te Gemologist; GlA
4/1 /2004
.
PageS ofS
.
.
Prepared For: . Mr. Paul Beierschmitt Date: 4/19/2004
541 S Bedford Street
Carlisle, P A 17013
Item 1
Bracelet
One ladies sterling silver and turquoise cuffbmcelet. This bracelet contains (12) round turquoise
cabochons. TheSe cabochons are bezel set in a row, This piece weighs approximately 14.80 DWT.
Turquoise Melee Attributes
Cut and Shape: . . Round cabochon
Number. . 12
Comments: 4.0mm
Item Attributes
Metal: ..., Sterling Silver
Finish: Polished" '.
Setting: Bezel set
Condition: Very good '
, Total Approximate Estate Value Exciucting Tax: $35.00 .
.'
'i,'
Item? ..
Earnngs ", '." ' ,'..,. '. "., . .
One pair of ~er1ing silver, turquoise earrings, Each eaIring contains (4) bezel set round' caboChon cut .
turquoise. and a omega clip back with a french screw: Those earringsweig!i approximatcly 7.04 DWT.
, -, ,- - '.' ," . "'. '.. ',' ." - -"',.
, "
. - ."
Tw-quoise M:clee Attributes
Cut and Shape: ' Round cabochon
Number: 8
Comments: 4.0mm
Item Attributes
Metal: . Sterling Suver
Finish: Polished
Setting: Bezel set .
Condition: . Very good
Total Approximate Estate Value Excluding Tax $20,00
Page 6of8
.
"
Item 4
Ring
One lady's pIa:tinum and diamond band. This ring contains (5) prong set round brilliant cut diamonds, This
ring is a size 53/4. This piece weighs approximately 3.80 DWT. .
Diamond Melee Attribntes
Shape and. cut: Round full cut
Number of diamonds: 5
Total Weight: .75 cts. (estimated)
Clarity: 51-1
Color: H-I
Item Attribntes
Metal: 90% PlatinumllO%Iridium
Finish: . Polished
Setting: . Prong set
Condition: . Very good
Total Approximate Estate Value Excluding Tax , $325.00
"
Total Approximate Retail Vahle for All Items- Excluding Tax: $605.00 .
Six hnndred five dolllrrs and no cents, .
, ,
Signatuie of Appraiser:: . Amy S. Rausch G.G,
. GradUate Gemologist, GlA
.
Page '8 of 8'
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COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALL~A~~~R DISALLOWANCE
PO BOX Z81160l OF DEDUCTIONS ANO'ASSESSMENT OF TAX
HARRISBURG PA 171Z8-0601 REY~150 EX AFP n2-G4)
DATE 02-07-2005
.. ,E~~TE OF BEIER SCHMITT ROBERT J
i i !:iI OF DEATH 03-05-2004
FILE NUMBER 21 04-0234
COUNTY CUMBERLAND
MICHAEL A SCHERER ESQ r ACN 101
OBRIEN ETAL I Allount Re..itted I
19 W SOUTH ST
CARLISLE PA 17013
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 ....
Ri:v:r!\"f.Eic--~w.rr.r-.6!r.NilWcE.oF.1NHER-i'l'ANcE.TAi1.A.PPRA-iiiEH.€N'f~--m.OWAFrCE.oii-......__....._--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEIERSCHMITT ROBERT J FILE NO. 21 04-0234 ACN 101 DATE 02-07-2005
TAX RETURN WAS, I X I ACCEPTED AS FILED I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule AJ III 165,000.00 NOTE: To insure proper
2. stocks and Bonds (Schedule BJ 121 .00 credit to your account I
3. Closely Held stock/Partnership Interest (Schedule C) (31 .00 subllit the upper portion
4. Mortgages/Notes Receivable [Schedule OJ 141 .00 of this for.. with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 151 38.907.52 tax pay..ent.
6. Jointly Owned Property (Schedule f) 161 .00
7. Transfers (Schedule GJ 171 .00
B. Total Assets IBI 203,907.52
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,285.03
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 191
10. Debts/Mortgage Liabilities/Liens (Schedule I) (101 2.031.08
11. Total Deductions 1111 14.~16 11
12. Net Value of Tax Return 1121 189,591. 41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 1131 .00
14. Net Value of Estate Subject to Tax (14) 189,591. 41
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rete (151 .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate 1161 189,591. 41 X 045 = 8,531. 61
17. Amount of Line 14 .t Sibling rate 1171 .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate I1BI .00 X 15 = .00
19. Principal Tax Due 1191= 8,531.61
TAX CREDITS:
,+, AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-28-2004 CD003985 426.58 8,500.00
~ TOTAL TAX CREDIT 8,926.58
BALANCE OF TAX DUE 394.97CR
INTEREST AND PEN. .00
TOTAL DUE 394.97CR
.I
. IF PAID AFTER DATE INDICATED, SEE REVERSE I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ['il
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU HAY BE DUE ,r
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I ~1,\
COMMONWEALTH OF PENNSYLVANIA '*
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601 IEV-li07 EX AFP U2-D41
DATE 03-14-2005
ESTATE OF BEIERSCHMITT ROBERT J
DATE OF DEATH 03-05-2004
FILE NUMBER 21 04-0234
COUNTY CUMBERLAND
MICHAEL A SCHERER ESQ ACN 101
OBRIEN ETAL I Allount RelliUed I
19 W SOUTH ST
CARLISLE PA 17013
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ......
rtw:r&tJ".I!Y.A~~..rBr-.d'J"..........'"fAmMtmer"ly.~tAYI!Am.'b".l~cdOFN..............._....... ...
ESTATE OF BEIERSCHMITT ROBERT J FILE NO.21 04-0234 ACN 101 DATE 03-14-2005
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A S~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-07-2005
PRINCIPAL TAX DUE:, ___11""11....1111111111'0"11______ . 8,531.61
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-28-2004 CD003985 426.58 8,500.00
02-23-2005 .~ REFUND .00 394.97-
---
0)
0.'\
TOTAL TAX CREDIT 8,531.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. J ~S~
Cumber1and county - Keglscer ur: VlJLL.L:::i
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2006
SCHERER MICHAEL A
19 WEST SOUTH STREET
CARLISLE, PA 17013
RE: Estate of BEIERSCHMITT ROBERT J
File Number: 2004-00234
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' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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:
3/05/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge:
~
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l1:~te.~.!!.~Il{~jr tUl1!. tt'fJ .1LJlIL~ U.!!. \ivIUL.!lll.11.1Lfl~li.' .n.aUu.LU \L,AUJ\Lll.li...!.I.Ll.Y
STATUS REPORT Ul'\iDER RULE 6.12
Name ofDecedent:~obert J. Beierschmi tt
Date of Death: March 5, 2004
Estate No.:
2004-00234
.
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 {?g No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lithe answer to No.1 is Y~s, state the following:
a. Did the personal representative fiie a final accoiIDt with -the Court? .
Yes 0 No ES
b. The separate Orphans' Comt No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the pa..'iies in
interest? Yes 0 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
02/ 07/0 :ttached to this report. '!1/ill ~
Signature
Date:
,:--,j
~:"
Michael A. Scherer, Esquire
Name
('"',J
(.~
19 West South Street
Address Car 1 i s 1 e, PAl 7 0 1 3
,.---.,
(717) 249-6873
T'elephone }Jo.
'.-...'
Ca.pacity:
LJ Pei:'sonal y...epresenta:i"'ve
~ COl.1.D.sel for persoTlal represerltative
~L