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Home My WebLink About10-27-10 -J' REV-1500 t:xl°'-s°' '~ PA Department of Revenue Pennsylvania ~n.nincxi ar nevm~F Bureau of Individual Taxes INHE PO BOX z8o6o> _ ^_ R' OFFICIAL USE ONLY County Code Year File Number _ CE TAX RETURN { n I j ~ (~, ~ IS ~T DECEDENT E _/ V ENTER DECEDENT INFORMATION BELOW MM~yyyy Date of Birth MMDDYYYY Social Security Number ~__ Date of Death_ r____-_---- ~ 08/16/2009 ~ 03/24/1938 179-30-3452 _ - MI Suffix Decedent's First Name , - -.. Decedent's Last Name. I C _ ~ s , JANICE SHEELEY _._.___-__ _.___._- _ _ ____., .a ~.._- _ _._.._ (If Applicable) Enter Surviving Spouse's Information ow Spouse's Last Name _ __~~.__ --- 1 .-_--_ - - ------ Spouse's Social Security Number r_ -~ `_~ ___.._-__~.-__~ _._ T f FILL IN APPROPRIATE OVALS BELOW t~ 1. Odginal Return O 2. Supplen O 4. Limited Estate O 4a. Future I death a O 6. Decedent Died Testate O 7. Decade (Attach (Attach Copy of Will) O 9. Litigation Proceeds Received O 10. Spouse betwee CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL COI _--_ __.~.~- Name ----'~ __ I J eph D. Buckley, Esq. t_~_~~ - - First line of address ___ _ -- ~, 1237 Holly Pike _ _ Second line of address___~~ City or Post Office __ ~; Carlisle Cortespondent's e-mail address: JoeDt_aw wa.n.w ~~ Under penalties of perjury, I declare that I have examined this return, including a I[ is tryq, correct and complete. Declaration of preparer other than a personal schedules and statements, and to the best of my knowledge and e is based on all infomtallon of which preparer has any knowled 1 /0 21/10 ,1031 1505610101 _._ Suffix Spouse s First Name MI _.. _ i r~_ _ i _~__ I _ !~-____- J - _ _ _ RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Return terest Compromise (dale of er 12-12-82) t Maintained a Living Trust ;opy of Trust) Poverty Credit (date of death 12-31-91 and 1-1.95) O 3. Remainder Return (date of death pdorto 12-13-82) p 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) PA 17013 V/n, C 10/21/10 D. Buckley, l~quire 1234 Holly Pike, 1505610101 ENCE AND CONFIDENTIAL TAX INFORMATION SHUU~u ne u~nc~. ~ ~~ ~ ~~ Daytime Telephone Number ___ 1(717)249-2448 REGISTER OF~ILLS USE ON TJ C'7 - ,-. _ , _ c3 m ~` N I zt ' __ -- C7~~~ -' c.. , c-:O -,i a ~ ~_ `' { *JC t i __ _~ DAS§FId.ED ~-- r~ State ZIP Code p '-' ~ C> ' C'1 ~7 ~ _pq _ 117013-4435 ~_______ PA 17013 Side 1 1505610101 ~,.' J REV-1500 EX Decedent's Social Security Number '179-30-3452 Decedent's Name: --- RECAPRULATION 120,000.00 ', ............... 0.00 1. Real Estate (Schedule A) ....................... .__..------ .................... 2. _~ ___._ 2. Stocks and Bonds (Schedule B) • • • • • • • ~ ~ ' ' ' 0 00 is ne rshi Schedule C) ... ~ ~ 3• 3. Closely Held Corporation, Partnership or Sole-Prop ' P ( 0.00 ~~ 4. Mortgages and Notes Receivable (Schedule D) ...... 34,529.90 Schedule E). ~ • • ~ • 5. 5. Cash, Bank Deposits and Miscellaneous Personal P pertY ( ----- 8 Separat Schedule F) O Jointly Owned Property ( Billing Requested .. ~ • • • 6. ' ~ "'-"` ~ i . 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate O Separat openly Billing Requested. • • • ~ 7• ~ - , (Schedule G) 530.00 i 154 8. Total Gross Assets (total Lines 1 through 7 ...... ....... .......... .... 8., , 13,694.40 ~` 9. Funeral Expenses and Administrative Costs (Schedu a H). . ! 10. Debts of Decedent, Mortgage Liabilities, and Liens chedule I) .......... .... 10. ' ' 18,553.00 11 Total Deductions (total Lines 9 and 10) ......... .................. , .... 11. ~._._ _.~... . . 12. ! 135,877.00 12. Net Value of Estate (Line 8 minus Line 11) ...... mantal BequestslSec 9113 T ~ • • • ~ ~ ~ • • ~ ' ' ' " ' sts for which . ' ' , 13. Charitable and Govem an election to tax has not been made (Schedule J) ........... 13 ~~-.~. '' 135,877.00 ta_ Net Value Subject to Tax (Line 12 minus Line 13) ................... 14. .... . 1505610105 .ICABLE RATES _ _._ 135,877.00' 15. 16. 17. 18. TAX CALCULATION -SEE INSTRUCTIONS FOR 15. Amount of Line 14 taxable at the spousal tax rate, or _ __ transfers under Sec. 9116 j 16. Amount of Line 14 taxable j at lineal rate X .0 _ ;, _,_,__-_„_~ 17. Amount of Line 14 taxable l at sibling rate X .12 18. Amount of Line 14 taxable ~ at collateral rate X .15 _ ___ ___„_____ , ........................19 19. TAX DUE ................................. 20. FILL IN THE OVAL IF YOU ARE REQUESTING ~ REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 4~ File Number REV-1500 EX Page 3 Decedent's Complete Address: JANICE I. SHEELEY 25 BENTLEY PLACE CICARLISLE Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2, CreditslPayments A. Prior Payments - B. Discount - 3. Interest 4. If Line 2 is 9reaFilltln ova on Paage 2, Line 20 to 1request a refundt 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is tl Make check PLEASE ANSWER THE FOLLOWING 1. Did decedent make a transfer and: transfen a. retain the use or income of the property b. retain the right to designate who shall use the pr c. retain a reversionary interest; or .......................... d. receive the promise for life of either payments, t 2. If death occurred after Dec. 12, 1982, did decedent without receiving adequate consideration? ............. 3. Did decedent own an "intrust for" or payable-upon 4. Did decedent own an individual retirement account contains a beneficiary designation? ...................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS Y For date °n or after July 1, 1994, and before Jan. 1, 199° 3 percent [72 P.S. §9116 (a) (1.1) (i)J. For dates of death on or after Jan. 1, 1995, the tax rate imps [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transf filing a tax return are still applicable even if the surviving spouse is For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a d adoptive parent or a stepparent of the child is 0 percent [72 P.; The tax rate impos PSn 911finatlvalue of transfers to ~ 72 P.S. §9116(1.2) [7 § (i( )]• Sect on 9102 asoan mdiv dual who Ihas attleast one parent m (1) Total Credits (A + B) (2) (3) OyERpAypIENT. (4) TAX DUE. (5) to: REGISTER OF WILLS, AGENT. 17013 6,115.00 6,300.00 0.00 185.00 BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No .... ......... ^ d :............................................................................. ...... petty transferred or its income : ................................... ... meflis or care? ......................................... ransfer property within one year of death ............ ... feath bank account or security at his or her death? ... ........... annuity or other non-probate property, which :S, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is ;ed on the net value of transfers to or for the use of the surviving spouse is 0 percent r to a surviving spouse from tax, and the statutory requirements for disclosure of assets and he only beneficiary. ,ceased child 21 years of age or younger a1 death to or for the use of a natural parent, an r for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in use of the decedent's siblings is 12 percent [72 P.S. §9116(ai(1.3)j. Asibling is defined, under nmmon with the decedent, whether by blood or adoption. REV-1502 E%+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TA% RETURN RESIDENT DECEDENT ESTATE OF: jANICE i. sHEELEY mon must I would ITEM NUMBER 1 iperty owned solely or as a tenant m com seller, ne exchanged between a willing buy that is joinlUy-owned Real property Attach a copy of the settle .__~..a.. , ~„~~ of the deed showing EDULE A I-L ESTATE FILE NUMBER: 21-09-0833 ported at felled torbut oaeell both hav ng reiasonablelknowledge of the relev~antf acpls~ being comp Y right of survivorship must be disclosed on Schedule F. sheet if the property has been sold. VALUE AT DATE cent's interest if owned as tenant in common. OF DEATH OMB N0.2502-0265 r A 8. TYPE OF LOAN: ENT 1. FHA 2.~FmHA 3. ~X CONV. UNINS. 4. ~VA 5. QCONV. INS. U.S. DEPARTMENT OF HOUSING 8 URBAN DEVELOPM ETTLEMENT STATEMENT 6. F z LE NUMBER: 1000003 7. LOAN NUMBER: S 8. ORTGAGE INS CASE NUMBER: C. NOTE: This form is /umished to give you a statement of actual se Items marked (POCJ' were paid outside the closing; they lament costs. Amounts paid to and by the settlement agent are shown. re shown here for informational purposes and are not included in the totals. 1.0 3198 (207000003.PFD201000003l10) D. NAME AND ADDRESS OF BORROWER: Barbara J. Boyer E. NAME AND Estate of Janic alk/a Janice I. DDRESS OF SELLER: I. Sheeley oyer F. NAME AND ADDRESS OF LENDER: Orrstown Bank 77 East King Street Shippensburg, PA 17257 G. PROPERTY LOCATION: 25 Bentley Place PA 17013 Carlisle H. SETTLEME Bankers Settle T AGENT: 25-1849506 ant Services-Capkal Region, LLC I. SETTLEMENT DATE: January 12, 2010 , Cumberland County, Pennsylvania PLACE OF SE 427 Village Dri Carlisle, PA 17 CEMENT 15 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRA NSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 12 ,000.00 401. Contract Sales Price 120,000.00 102. Personal Pro 402. Personal Pro art 103. Settlement Char es to Borcower Line 1400 ,266.88 403. 104. 404. 105. 405. Ad'ustments For Items Paid B Seller in advance Ad'ustments For Items Paid 8 Seller in advance 106. Count /Town Taxes to 406. Count /Town Taxes to 107. School Taxes 01/12/10 to 07/01110 512.04 407. School Taxes 01/12/10 to 07/01/10 512.04 108. HOA Month! Dues 01/12/10 to 02/01/10 49.03 408. HOA Monthl Dues 01/12/10 to 02/01/10 49.03 1os. aos. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 12 ,827.95 420. GROSS AMOUNT DUE TO SELLER 120,561.07 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De sit or earnest mone 501. Excess De sit See Instructions 202. Princi al Amount of New Loans 6 ,000.00 502. Settlement Char es to Seller Line 1400 123.36 203. ExisBn loans taken sub'ect to 503. Existin loans taken sub'ect to 204. 504. Payoff of first Mortgage 205. 505. Pa ff of second Mort a e 206. 506. 207. 507. 208. 508. 209. ~g• Ad'ustments For Items Un id B Seller Ad'ustments For Items Un aid B Seller 210. Coun /Town Taxes 01101/10 to 01!12110 16.06 510. Count /Town Taxes 01/01/10 to 01/12/10 16.06 211. School Taxes to 511. School Taxes to 212. HOA Monthl Dues to 512. HOA Monthl Dues to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. P1 g, 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 300. CASH AT SETTLEMENT FROMlTO BORROWER: ,016.06 520. TOTAL REDUCTION AMOUNT DUE SELLER 139.42 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower Line 120 1 2,827.95 601. Gross Amount Due To Seller Line 420 120,581.07 302. Less Amount Paid B /For Borrower Line 220) ( 0,016.06 602. Less Reductions Due Seller (Line 520) ( 139.4 303. CASH (X FROM) ( TO) BORROWER 2,811.89 603. CASH (X TO) ( FROM) SELLER 120,421.65 The undersigned hereby acknowledge receipt of a completed copy of I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STAT ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMEI THAT I HAVE RECEI A C PY OFT HU - ETTLEMENT Borrower Barbara J. oyer TO THE BEST OF MY KNOWLEDGE, THE HUD-1 SETTLEMENT FUNDS WHICH WERE RECEIVED AND HAVE BEEN OR WILL BE TRANSACTION. es 1 &2 of this statement 8 any attachments referred to herein. :NT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT tS A TRUE AND MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY Seller Estate of Janice I. Shealy a/k/a Janice I. Boyer t BY: Brenda S. Boyer, Exacutrice TEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE >BURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATE CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON S SEE: TITLE 18 U.S. CODE SECTION 1001 8 SECTION 1010. REV-1508 EX+ (6-99) 5 NEpULE E CASH, B K DEPOSITS & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERS NAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Janice I. Sheeley 21-09-0833 fndude the proceeds of Idigation a d the date the proceeds were received by the estate. All property jointyowned with ri ht of survivorship must bs disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DE RIPTION OF DEATH 1 Sovereign Bank IRA 17,238.01 2 Sovereign Bank Checking Account 12,538.23 3' Refund Donegal Insurance 214.00 4 Refund Comcast 29.66 5 Refund Moffett & Associates 30.00 6 1998 Oldsmobile (Fair to good condition, see attac ed appraisal) 2,000.00 7 Household goads and furniture (see attached list) 2,480.00 TOTAL (Also enter on line 5, Recapitulation) ; 34,529.90 (If more space is need ,insert additional sheets of the same size) 1998 Oldsmobile Intrigue -Private Party Priciing Report -Kelley Blue Book ~= Kelley Blue Book __~ SEARCH THE TRUSTED RESOURCE -- hiun)e rvew Cars Used Cars Researca & Explm'e News & Reviews Dealers & Inventory Classifieds loans & Insurance N,BBa' Green Used C»r Pricer. I Se»rch Used Csr Listings Certified prc~Uw MJ I Compare Vehicles Prrt<ct C»r Finder I Most Nesurched Velliclea CARk4x Vehicle History W»Irnme. Nbrk I Sign In ! (]'care Artnun[ Nl' KHH ZIP Coal: 1:]011 LatesT Car News hpID! > 1i5f4S.d6 > Eatlagf> (IkaWPCla> Intnnux M9R > Seean s0 ~ Save VP.hI[e Pnnt L' (mail „"> BgOKPIRitl( f ~'.: `]._ 1998 Oldsmobile Intrigue Sedan 4D trade-In Vawe ,w»., BLUE BOOK" PRIVATE PARTY VALUE "° Prrvste Party value ,.. . . Suggested Retaii Value ~ Estimated payments ah AFB p SJY ; ~4 A~ PgD(D Gallery' COnditlO fl : :,.~•r- :+,. VelUe ' ' ' - - " c +,. ~ . .. ~- -~«, C.OITpare VQDICIes 'Itw' ~ . . . _ Excellent ,^ $2.485 Gat a Pre~Uwned Loan hem Review Cnnsunter Ratings GOOd $2.185 ~ ~~~'~' APR F'lOd YOU. Ne%r Cdr Fair $1rB35 Gel Yaur Credit Score Now SpetlfiCdDDI)5 M41'e Mpltra Get a Frce Insurance Quote 'i'E Shopping TOOls SEARCH LOCAL LIST ~ ~ STEP: GS '--".nmemspmrnt >..__ Free CAFFI.X Racurd (:neck Lv/l A111O loan Il pin 544W. ApR LaCI Veul Cre01t 5..01'! How F na ey 1~1-ft Get a crre Insurance Uvore Fraa CARFAX 0.acord Check Paymem ia4JUldt4r VIN: ~i_ I re ¢u~n aarranry QapM Mu VINP Ro VIOUIem P n[ (Ur $31Y $~qn RllY A USED (AR Average Consumer Rating (145 Reviews) keatl Reviews On 61u, Hook Clasaigads'^ Oldsmobile - r~, s.~L L~lIL a•4 Ouf Or 5 Itevixw Nrs Vehicle Intnqu< ~ .. _.. _.... .... .. i50 Miles 7 _'- Vehitle Miyhlights I 11701A it[ tb ee Mllups: 62,000 Te Vl,w Ad,, [lick Engin,: VFi J.B U[er Trancmicsien: Automatic Drivatrain: FWD F:Rg IHf RI6XT CAR .:.:: ` - . •.. •• .. :r-. Compare Ucae vs. Naw Selected Equipment ange Equipment undo. os,ooo ~ _ j st.na,.e Both New an0 Used ~ Alr Condltioninq Tilt Wheel Dua Front Air Bags ~ ~ Pew<r Steering Cruise Control AB (e-Wheel) ~5,dan power Windows AM/FM Stereo Tra tlon Control Power DaOr Lacks Cassette AIIO Wheels ' Te Vi,w Llsf, Click '. Optional VIEW ANOTHER VEHICLE Llatner Power seer 5sel-ect-ru. ~.~. , ".'~.... .'^.'. .~I ~:---- J Ur Bwtrlt by Catayoly Ur Ownyx 21V (:4de Blue Book Private Party Value private Party Value it what a payer can espeR to Vay en buying a used car hom a Pdvule party. Th! private Puly Value assun s Me vehide is sale 'AS ls" and C»rde5 no w»n'an[y ;nenCr loan dre contrlu q fa[tory warr»nty). Tee Rnel sale pace may vary depending on lh! vehlcl0' actual condition and bcal market conditions. Th1s value may slso be used to derive fair Market Value for msurmse and vehicle donation Ouryos<s. Vehicle Contlition Ratings t:hlCk P.hicle (Rte history Excellent Pag ~~ 1 V~/ V ~~ http://vvww.kbb.com/KBB/UsedCars/Pricing~2eport.aspx? WebCategoryId=3 8&Yearld=199... 9/8/2009 1998 Oldsmobile Intrigue -Private Party Report -Kelley Blue Book eta::,:.s. Sz,ass • „pl.s n r. A!«all nl !ne',,han`:al t.nnlllj.nn d Y]11Ce[Ik n. ~v~.:Oi..Glttnnrn'.I. • Never Ira. rnY Unnlx eF buy`,, wuik and W lret of I VS!., - n IIbP Ulslmy and mll V:na', a snmq ,na serer m;pn¢mn. • D.nginr. r;ur!,;lin linen: I> ,'le:nl_ wan nu rlu:d Ir:ak. rn01!. tree pY any w2a' el"1r'rq! flPfi'Y,Cf. • Cs,!nnle.te und'verM.lbi:. zervltc reusr.s l.e•,`: torn S~v': nl all us.'d yr:nl,iez rah into th:.\ catequrY Good • Free nl env major deieGit. • C.tr:nn Une hlamr:, the•. ynrtrtx. UodY. arrd innlmr ,ava only nmlor iif anY Ul,:nrishes, Xnd lllare are rrp maJnr mes:hanl a waUlrsnls'. • I.Itti<! pr na nsPt an this vehis:k. • Inab malcir ann ifave suhti[amial hld(I wCaf Ie.P.. • A "gipV" vrnnt'I". wlll rle:ed 59n1e mtnndihunlnq 1 Ue solo al retail. NU`it inn".urne!r r:wnCn v[Itrllk'S IXI ,fr[u (Iti[ falegUrv'. Fair ,.^GC7 $1x835 • tiome rnerhanlCXl or tnsrnetic tlefec[s and needs ;erviciny Gut is fMl in reaaunable running condition. • plan title history, Me point, body and/or in[mter nerd work performed Uy a professionol. • Tires may need tq Ue replaceA. • mere may be surnc repairable mit Jamape. Poor • ieyern mash:inlcXl and%ur cus,nerir tlelecb. ann i in nnnr running cgnditipn. • May Imvc prpblens that canunt be readily axed rh as, damaged halnx o: .s rusted-nrrnngh UndY. • Branded hoe (salvage. /lputl. e[t.) or un:~uU;tant !erl msleape. nelleY (flue Bunk ones nnh aleempt to rednrt n vXlue nn a'pnor` vehicle nSCa JSI tJ1k+YdlnC n( CM1Y52. vfhi[IYa vnriC..jrPatl:. A vPh 'IP In i>Ow' condition nr, , require. nl, Indept!ndent appraisal to deter In[ il5 value. ^ Pennsylvania 9/q/J.009 Actuate Condition AVPraisel hange C:ontlitign Av:arehly Xplrraisirsg tl+e eondltion ht n whine is an imp neat. aspect In determinln9 Its BIUG Book value. Taking OW' l6 question Vndifign quiz wxl ensure you know Nq wrr9ct contliti9n rnUnq. NEXT STF P • SEARCH LOCALLISTNGS O 1009 KeKeYWw Souk C9., Inc. AO.gnts rettrvM 9/1;':009 10/1009 Cdh,w. ynf Spet'i(F inprmaflM /OVVll111 W dln+rml/R UIG W Wa RN NNa KKVk/ w11Kk Waf sugnl+lY al' inn i•erswr penegrMO the repprL w.Xa:le w/wrwns rc gplnlMS arM may wry hem vehi[k h ven<k. XW! wlwrroni •i0 vary DaseO u ++•1e[ [ondinms, SpYG/K+rbnf,whn'h NnOrrbn N.rhlr WllKWir riTVlllf ranfCf -. nr Nllrk Wnwkr' wMk or Ine tr+ns+ttbl or tn< WrD+s r^ tin var•sv' n. Th,s repot n mrorad br Me u,divpwf use py the Wn;rn yaerer+rlnp rota rtL9 • wNY arW sn+ll nqr pC apip V/tdn:JnlrrW rV dnpmKpelry. Y.NkY&ua &,Gk ayun,e rro mpo^Sidhry rot mws nr waefiMS. (v.09091; On xee.c9m -1:rna "law!:a•f Vaan C.r. 0.e:~earrh 62+wora Nawa l4 veVMws [:eaian f.:r.~,!n!ar'Y (1•c.^:ads Lnanf 5:nsurance i.Na"C.r?en NGfiraX9uue M1Wtarrr[ief taaturin9 Rra Tnnratl Narkalpla:F'x Cwfi MIIVAJY Cr1an1W f,nn A C1r Dkilar FYyr C+r D afrovt K6! abwt Ve Can:a:r US Clr<Prz Fi,:,l F1Xdra 40rarLSlnp tinklny inv+rr O 1995-1009 k•II•Y &v Bo9k Cu., Inc. http: //www.kbb. com/KBB/LT +erea; Cu' Deeii tar Reviews Cars fn• Sak Cast, vor!'iunk•rf ,.re nap CVVVnpntd hxfernarks Terms ul _ervxe Pag ebCategoryId=3 8 &Yearld= 199... 9/8/2009 REV-1511 EX+ (10-09) i i~' Pennsylvania SC EDULE H ~ DEPARTMENT OF REVENUE FUNE L EXPENSES AND INHERCTANCE TAX RETURN ADMIN STRATIVE COSTS RES[DENT DECEDENT ESTATE OF FILE NUMBER Janice I Sheeley 21-09-0833 Decedent's deb must ba reported on Schedule I. ITEM NUMBER DE CRIPTlON AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATNE COSTS: 1. Personal Representative Commissions: 4,000.00 Name(s) of Personal Representative(s) Brend J. BO er Street Address 1031 Northfield Drive city Carlisle state F'a zIP 1701.3______ Year(s) Commission Paid: 2010 2. Attorney Fees: 9,000.00 3. Family Exemption: (If decedent's address is not the sa as daimant's, attach explanation.) _ Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4, Probate fees: 400.00 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. Legal Advertising 294.40 TOTAL (Also enter on Line 9, Recapitulation) ; 13,694.41 If more space is needed, use additional sheets of paper Df the same size. REV-1512 EX+ (12-08) Pennsylvania S REDUCE I DEPARTMENT OF REVENUE DEB S OF DECEDENT, INHERCTANCE TAX RETURN MORTGAG LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Janice I. Sheele 21-09-0833 Report debts incurred by the decedent prior to death that re ained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCR PTION OF DEATH 1. Hospice of PA 4,120.00 2 PPL (electric) 298.37 [ 3. Carlisle Borough (water & sewer) 65.94 4. Embarq (telephone) 34.20 5. Halcyon Hills Homeowners Association (fees) 440.00 TOTAL (Also enter on Line S0, Recapitulation) ~ 4,958.51 -- If more space is needed insert additional sheets of the same size. REV-1513 EX+ (O1-10) ~ pennsylvania S REDUCE J DEPARTMENT OF REVENUE B NEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Janice I. Sheele 21-09-0833 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS Of PERSON(S) RECEIVIN PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distribu ions and transfers under Sec. 9116 (aj (1.2).] 1• Brenda S. Boyer -1031 Northfield Drive, Carlisle, 17013 Daughter 50% 2. Barbara J. Boyer - 25 Bentley Drive, Carlisle, PA 17 13 Daughter 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN AB VE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRI8UT10NS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR RICH AN ELECTION TO TAX !S NOT TAKEN; 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE D STRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, u~e additional sheets of paper of the same size. REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No. ZO Estate a/k/a: Late O Decease Social CERTIFICATE OF GRANT OF LETTERS - 00833 PA No . 21- 09- 0833 JANICE /SHEELEY (First, Middle, Gastl JANICE / BOYER CARLISLE BOROUGH CUMBERLAND COUNTY ecuri ty No : 179-30-3452 WHEREAS, on the 3rd day of September 2009 an instrument dated July 17th 1987 was admitted to robate as the last will of JANICE /SHEELEY (Firs(, Middle, Last1 a/k/a JAN/CE / BOYER Late of CARLISLE BOROUGH, CUMBER who died on the 16th day of Auc WHEREAS, a true copy of the THEREFORE, I, GLENDA EARNER for CUMBERLAND County, in the C certify that I have this day gz BRENDA S BOYER who has duly qualified as EXEC(, and has agreed to administer tr fully appears of record in my c CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I hac of my office on the 3rd day of Se, AND County, Est 2009 and, will as probated is annexed hereto. ~TRASBA UGH Register of Wi11s in and >mmonwealth of Pennsylvania, hereby inted Letters TESTAMENTARY to: estate according to law, all of which fi ce a t CUMBERLAND COUNTY COURT HOUSE, hereunto set my hand and affixed the seal tember 2009. **NOTE** ALL NAMES ABO~E APPEAR (FIRST, MIDDLE, LAST) LAST WI JANI I, JANICE I. BOYER, of Mo County, Pennsylvania, being of and understanding, do hereby m and for my Last Will and Testa Wills and Codicils heretofore AND TESTAMENT OF Z. BOYER t Holly Springs, Cumberland ound and disposing mind, memory e, publish and declare this as nt, hereby revoking all other m de by me. F RST I direct the payment of my debts and expenses of my last illness and funeral from my est to as soon after my death as conveniently may be done. If t ere is no cemetery lot ailable for my interment owne by me at the time of my death, Z authorize my personal represe tative to purchase such •. ~ cemetery lot with a contract fo perpetual care, using therefore funds from my estate n such amount as he shall consider necessary and desirabl and I authorize my personal representative to cause title t or ownership of such lot so ~~- • ... purchased to be vested in such erson as my personal ~esentative shall designate. Further, I authorize my pe sonal representative to expend tGUi~o gh Street funds from my estate, in such a ount as my personal ie'Pa_ representative shall consider n cessary and desirable for the purchase, erection and inscript' on of a suitable marker for my grave. RECORDED OFFICE OF REGISTER OF WILLS 2009 SEPTEMBER 3 CLERIC OF ORPI-L~NS' COURT CU\IBERL~ND CO., PA S I IS & GUIDO '. High Street 3rlisle, Pa. I give, devise and beque remainder of my estate in equ BARBARA JEAN BOYER and BRENDA of them. all the rest, residue and shares unto my children, E FAHNESTOCK, or the survivor I direct that any and al inheritance, estate, and transfer taxes imposed upon m estate passing under this Will or otherwise shall be paid ou of the principal of my residuary estate. In addition to the power conferred by law, I authorize any personal representative a ting under this instrument, in his or her absolute discretio \ la) to retain in th form received, or to sell either at public or private sal any real or personal property; (b) to .invest and r invest in all forms of property without being confined t legal investments and without regard to the principal f diversification; C~. (c) to exercise any options to subscribe for stocks, \ \`', bonds, or other investme ts; (d) to join in any lan of lease, mortgage, consolidation, exchange, reorganization or foreclosure, of any corporation in which my estate or any trust may hold stocks, bonds or other s curities; 2 - c~ SAIDIS & GUIDO 28 W. High Street Carlisle. Pa_ (e) to sell, t ansfer, convey, mortgage, pledge, lase or exchange a y property, real or personal, which at any time may form p rt of my estate, for the payment of debts or taxes, or or any purpose of administration or distribution, for s ch prices and upon such terms as my personal representa ive, in his sole discretion, may deem wise, and to execut and deliver deeds of conveyance or transfer thereof; (f) to make se tlements and compromises on such terms as my personal repr sentative in his sole discretion may deem wise without t e necessity of obtaining any court approval thereof; (g) to make di tribution hereunder either in cash or kind, as my persona representative in his discretion may deem wise. I do hereby nomin BRENDA SUE FAHNESTOCK, Will and Testament. P ,, \2Awilling or unable to Executrix be performed Executrix. I direct that no p trustee or other fiduci shall be required to gi their duties in any jur FIFTH constitute and appoint my daughter, act as Executrix, of this my Last ided, however, that if she is t as Executrix, I direct the duties of BARBARA JEAN BOYER, as alternate SIXTH rsonal representative, guardian, ry appointed under this instrument e bond for the faithful performance of sdiction. - 3 - IN WITNESS WHEREOF, I, JANICE I. BOYER, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four typewritten page the first three of which bear my signature in the margin or identification, this ~~ day of ,~ 1987 . /~ fu// ~ I (SEAL) Signed, sealed, pub Testatrix, JANICE I. BOY Testament in the presenc our names at her request of said Testatrix and of ~ anice t . tsoyer~ is d and declared by the above-named R, as and for her, Last Will and of us, who have hereunto subscribed as witnesses thereto, in the presence each other. ADDRESS ~,.~,.~ p 4. i ~ o~ 3 ADDRESS cg~ t,~ ~ ~~ - 4 - SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. COMMONWEALTH OF PENNSYL~IA ss. COUNTY OF CUMBERLAND SAIDIS 8 GUIDO 26 W. High Street Carlisle, Pa. WE, JANICE I. BOYER, EDWARD E. GUIDO, and SUZANNE M. RUNYON, the Testatrix an witnesses, respectively whose names are signed to the forego'ng or attached instrument, being first duly sworn, do hereby de lare to the undersigned authority that the Testatrix signed and executed the instrument as her Last will and Testament and t at she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowle ge the Testatrix was at the time 18 or more years of age, of so nd mind and under no constraint or undue influence. ~~ V dyer , . ~statr Edward E. Guido, Witness ~~_, ,J Q._.,,r. Su~ M. Runyon, Wi ness Subscribed, sworn t and acknowledged before me by JANICE I. BOYER, the Tes atrix, and subscribed to and sworn or affirmed to before me by EDWARD E. GUIDO and SUZANNE M. RUNYON witnesses, this l~ day f ~ 1987. iJARnin~~ 1~. ~~_n~ Notary Public BiENDA K. STOTT, Nof~ry Publie Carlisle, Cumbvl~nd Co., M . My Commission bcplns OetobN 17~19B~ SEAL