HomeMy WebLinkAbout11-23-10 (3)1505610143
REV-1500 ~"°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code veer File Number
Bureau of Individual Taxes °E"""TaENT0FRfl1E""'E
Po Box.zsoso~ INHERITANCE TAX RETURN 21 10 00794
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death. Date of Birth ',
~f n'7 n'] '7ww0 n7 11 7n1 n nA n1 1 D1 t?
G V/ V J / Z ~i V V/ i i G V i V V 7 V i i 7 i V '
Decedent's Last Name Suffix Decedent's First Name MI
SHEARER WILLIAM S
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's.First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE ITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
tZ;
3e
m=o dZr
1. Original Return ~ 2. Supplemental Return ^ 3. p (date of death
1
8
o
^ 4. Limited Estate ^ 4a. Future Interest Co~omise ^ 5. Federal Estate T
(date of death after 2-12-82) Return Required
O g. Decedent Died Testate ~, t Maintt ned a Living Trust 1' S. Total Number Of
(Attach Copy of wll) ^ (Attach Copy of~rust) afe De Slt Boxes
~
9. Litigation Proceeds Received ~ 10. s~ou~P~~~a~t,~dat~~f death ~ ~ ~, Election to tax un er Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANp CONFIDENTIAL TAX INFORMATION HOULD BE DIRECTED T0:
Name Daytime Telephone Nurr~r
EDMUND G MYERS (717 ~C a6 4~4 0 ~>
~ ~ r~ 7
REGISTER LS ~ 0T' ; t
~ W _;;,i 3
First line of address ~ r7 ~7 -p ~:' `' =~r
r
~ ~~~ ~
3
r:_~ ~
301 MARKET STREET
_ _
IV
~
`
~O
Second line of address (• p C,rl
'
Cri
PO BOX 109 '
City or Post Office State ZIP Code DATE FI ED
LEMOYNE PA
Correspondent's a-mail address: e9f1'1~Jd8W.COfT1
Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of knowledge and belief,
it is true, correct and complete. DeGaratfon of preparer other than the personal representative Is based on all information of which preparer as any knowledge.
SIGNAT E OF PERSON RESPONSIBLE FOR FILING RETURN DATE
SAUNDRA L GOTWALT 9 d d
ADDRESS
160 New Haven Street Mount Jo PA -17552
SIG E OF PREPARER OTHER THAN REPRESENTATIVE DATE
EDMUND G. MYERS ~( •Y n
ADDRESS
301 MARKET STREET, Lemoyne, PA ~,
Side 1 ~
1505610143 150561014 J
1505610243
REV-1500 EX
Decedent's Social security Number
oecedenrsName: SHEARER, WILLIAM S 207 03 71448
RECAPITULATION
1 5,000.00
1. Real Estate (Schedule A) ....................................................................................... 1.
180.61
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5.
2
6,561.74
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. j
7. Inter-Vivos Transfers & Miscellaneous Ikon; Probate Property
Se
arate Billin
Re
uested
S
h
l
d
G
p
g
............
q
) u
(
u
e
c
e 7,
8. Total Gross Assets (total Lines 1-7) .....................................
................................
g, 4 1 7 4 2. 3 5
~
9.
10.
11.
12.
13.
14. Funeral Expenses /£ Administrative Costs (Schedule H) .......................................
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..............................
Total Deductions (total Lines 9 & 10) ...........................................
Net Value of Estate (Line 8 minus Line 11) ..........................................................
Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...............................................
Net Vatue Subject to Tax (Line 12 minus Line 13) ............................................... 9.
10.
11.
12.
13.
14,
4
4
5,539.39
3 , 67 9 . 8 8
9 219.2 7
2 , 523.08
2 , 52 3. 0 8
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable i
at the spousal tax rate, or t
transfers under Sec. 9116 15 .0
00
(a)(1.2) X .00 .
16. Amount of Line 14 taxable 432 523.08
at lineal rate X .045 ~ 16. 9 , 4 63.54
17. Amount of Line 14 taxable 0 . 0 0
at sibling rate X .12 17. 0 . 0 0
18. Amount of Line 14 taxable
0 0
0
18
0
0 0
.
at collateral rate X .15 . .
19. Tax Due .................................................................................................................. 19. 9 , 4 63.54
20.
FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. i
~
I
^
ide 2 i
I
I
150561tJ243 15056102.4 J
.REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-10-00794
DECEDENT'S NAME
SHEARER, WILLIAM S ',
STREET ADDRESS
230 Haldeman Avenue ',
CITY
New Cumberland STATE
PA ZI
17070
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1)
2. Credits/Payments
A. Prior Payments 15,000.00
B. Discount 789.47
Total Credits (A + B) (2)
3. Interest (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
-_ ..
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
Make Check Payable to: REGISTER OF WILLS, AGENT.
19,463.54
15,789.47
3,674.07
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred :...............................................................................
b. retain the right to designate who shall use the property transferred or its income :..................................
c. retain a reversionary interest; or .........................................................................:....:................................
d. receive the promise for I'rfe of either payments, benefits or care? ...........................:................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death withou
receiving adequate consideration? ....................................................................................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for
spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)J.
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 surviv
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiren
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
. The tax rate imposed on the net value of transfers from a deceased child 21 years of age. or younger at death to or for the ~
adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)J.
. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4:5 percent, exG
72 P.S. §9116 1.2) [72 P:S. §91.16 (a) (1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether t
Yes No
a a
x
x
x
^ 0
a o
'ART OF THE RETURN.
ie use of the surviving
g spouse is 0 percent
nts for disclosure of
of a natural parent, an
t as noted in
(1.3)]. A
blood or adoption.
__. _ _
Rev-1502 EX+ (11-08)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT '.
ESTATE OF FILE NUM ER
SHEARER, WILLIAM S 21-10-00 94
Atl real property owned solely or as a tenant In common must be roported at fair market value. Fair market value is defined as the price at which ny would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant
Real property which Is jointly-owned with right of suMvorohip must be disclosed on schedule F. acts.
Attach a copy of the settlement shoot if the property has been sold
Include a copy of the decd showing decedent's interest M owned ss tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Residence - 230 Haldeman Avenue, New Cumberland, Cumberland County, Pennsylvania. 185,000.00
Contracted Sales Price. Sale occurred on October 28, 2010. A copy of the Settlement Shee
is attached
t
TOTAL (Also enter on Line 1, Recapitulation) 185,000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc.
Form PA-1500 chedule A (Rev. 11-08)
Rav-7503 FJ(+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA ',
INHERRANCE TA%RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUM ER
SHEARER, WILLIAM S 21-10-0 794
All property jointly-owned with right of survivorship must ba disclosed on Schedule F
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 4 United States Savings Bonds Series E -valued using 180.61
savings bond calculator. A copy is attached
TOTAL (Also enter on Line 2, Recapitulation) 180.61
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-7508 EX+ (B-88)
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN -
RESIDENT DECEDENT - '.
ESTATE OF FILE NUM ER
SHEARER, WILLIAM S 21-10-00 94
Include the proceeds of IAipation end the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must pe disclosed on schedule F. it
I
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 M8rT Bank Checking Account No. 7742fi959 42,015.18
2 Postmark Federal Credit Union 00 Regular Share Account 405.34
3 Postmark Federal Credit Union 13 Investor Choice Plus Account 107,914.61
4 Sovereign Bank Certificate of Deposit Account No. 0775146871 14,334.40
5 Sovereign Bank Certificate of Deposit Account No. 0775147465 2,751.48
6 Sovereign Bank Certificate of Deposit Account No. 0775147473 2,566.20
7 Sovereign Bank Certificate of Deposit Account No. 0775147671 12,164.02
8 Sovereign Bank Certificate of Deposit Account No. 0775147788 ~ 3,309.34
9 Sovereign Bank Certificate of Deposit Account No. 0775150618 2,206.20
10 Sovereign Bank Certificate of Deposit Account No. 0775150857 50,616.74
11 Sovereign Bank Certificate of Deposit Account No. 0775275324 13,729.80
12 Sovereign Bank Certificate of Deposit Account No. 0775290810 12,942.24
13 1998 Pontiac Bonneville SE Sedan 4D -Contracted Sales Price 3,000.00
14 Personal property distributed to Saundra Gotwalt -Appraised by Chuck Bricker. A copy of 280.00
the Appraisal is attached.
15 Sale of Personal Property by Chuck Bricker, Auctioneer -Auction held on October 2, 2010. 5,725.25
A copy of the Auction document is attached
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 5, Recapitulation) I 276,561.74
----
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
T
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PRO
PERTY
COMMONYVEALTH OFPENNSYLVANIA
INHERRANCE TAX RETURN r
cOntlin UP.CI
'
RESIDENT DECEDENT '
ESTATE OF FILE NUM ER
SHEARER, WILLIAM S 21-10-00 94
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
16 Refunds Received - Verizon and Patriot News 170.63
17 Reimbursements to Estate at Settlement for Taxes -County Taxes: 161.57; School Taxes: 1,164.67
996.23 and Trash Services: 6.87. A copy of the Settlement Sheet is attached
18 Prudential Annuity Contract No. CS0000011441 -Beneficiary: Estate 1,265.64
TOTAL {Also enter on Line 5, Recapitulation) 276,561.74
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+110-08)
SCHEDULE H
coM~~D~nNU~ FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE I
SHEARER, WILLIAM S 21-1
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
AMOUNT
1,059.74
B.
1. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s) Commission raid
2. Attomev's Fees JOHNSON DUFFIE 7,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Ciry State Zip
Relationshio of Claimant to Decedent
4. Probate Fees 423.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
i
7. Other Administrative Costs I, 6,556.15
See continuation schedule(s) attached.
TOTAL (Also enter on line 9, Recapitulation) 15,539.39
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 ~chedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUM ER
SHEARER, WILLIAM S 21-10-0 794
ITEM DESCRIPTION AMOUNT
NUMBER
1 Funeral Expenses
Funeral Flowers
381.55
2 Funeral Luncheon 451.79
3 Minister Services 200.00
4 Miscellaneous Funeral Expenses 26.40
H-A 1,059.74
5 Other Administrative Costs
Barbara Kelly -Home Monitoring
2,100.00
6 Cumberland County Register of Wills Office -Filing Fee for Inheritance Tax and Inventory 30.00
7 Edgar Cortequera -Home improvements to Prepare residence for Sale 1,490.00
8 Ronal Gotwalt -Home Improvement Supplies to Prepare residence for Sale 469.12
9 Sale of Personal Property by Chuck Bricker, Auctioneer -Expenses by Auctioneer in 2,030.00
Conducting of Auction
10 The Cumberland Law Journal -Notice of Estate Administration T5.00
11 The Patriot News -Notice of Estate Administration 162.03
12 Tracee Gotwalt -Cleaning of residence prior to Sale 200.00
H-67
6,556.15
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+ (12-08)
COMMONNIEALTH OF PENNSYLVANIA
- INHERITANCE TAX RETURN
RESIDENT DECEDENT
T _.~ .-_.T , .
SCHEDULE
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUM ER
SHEARER, WILLIAM S 21-10-0 794
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical exp uses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 D&D Septic Service 90.30
2 East Pennsboro Ambulance 48.00
3 Goodyear _ Automobile Inspection
43.62
4 Griswald Special Care ~ 85.60
5 Leffler Energy -Home oil/Close out Account 847.00
6 Messiah Village _ Skilled Care 605.00
7 Messiah Village Home Health -Emergency Monitor 37.15
8 New Cumberland Boro ~ Sewer and Trash 97.55
9 PA American Water 68 27
10 PPBL -Home Electric 212 54
11 Robert Haring -Trash Removal 185.00
12 Settlement Costs for Sale of Residence on October 28, 2010 -This amount includes final 11,359.85
sewer payment. A copy of the Settlement Sheet is Attached
TOTAL (Also enter on Line 10, Recapitulation) 13,679.88
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Ina Form PA-1500 chedule I (Rev. 12-08)
.. _, , _ r _
REV-1573 EX+ (17.08)
SCHEDULE J
COMM~v ~f~o~~E~y~,v~iA BENEFICIARIES
ESTATE OF FILE NU BER
SHEARER, WILLIAM S 21-10-00 94
RELATIONSHIP TO
NAME AND ADDRESS OF SHARE OF ESTATE MOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
• distnbutions, and transfers
under Sec. 9116 a 1.2
Saundra L. Gotwalt Daughter Entire Estate
160 New Haven Street
Mount Joy, PA 17552
I ~ Total
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet as
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
Copyright (c) 2009 form software only The Lackner Group,. Inc. Form PA-1500 chedule J (Rev. 11-08)
ESTATE OF WILLIAM S. SHEARER
SCHEDULE OF EXHIBITS 'i
EXHIBITA Last Will and Testament for William S. Shearer signed a d dated
Apri123, 2008
EXHIBIT B Settlement Sheet for Decedent's Residence located at 230
Haldeman Avenue, -New Cumberland, Cumberland Co ty, PA
sold on October 28, 201 D
EXHIBIT C Savings Bond Calculator for 4 U. S. Series E Savings Bond
EXHIBIT D M&T Bank Checking Date of Death Letter ~
EXHIBIT E Postmark Federal Credit Union.. Regular_ Share Acco nt and
Investor Choice Plus Account Date of Death Letter
EXHIBIT F Sovereign Bank Certificate of Deposit Accounts Date o Death
Letter
EXHIBIT G Appraisal of Personal Property by Chuck Bricker distributed to
Saundra Gotwalt
EXHIBIT H Sale of Personal Property by Chuck Bricker, Auctioneer
;422187.
EXHIBIT A
Last Will and Testament
OF
WILLIAM S. SHEARER
I, WILLIAM S. SHEARER, of the Borough of New Cumberland, Cumberh
Commonwealth of Pennsylvania, being of sound and disposing mind, m~
understanding, do hereby make, publish and declare this as and for my Last Will and
hereby revoking and making void any and all Wills or Codicils at any time heretofo
me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses of my last illness a
from my Estate as soon after my death as conveniently maybe done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
County,
Irv and
;made by
funeral
I give and bequeath my motor vehicle(s), household and personal effects z
tangible personalty of like. nature (not including cash or securities), together with any
insurance thereon, unto my daughter, SAUNDRA L. GOTWALT, if she survives m
daughter, SAUNDRA L. GOTWALT, predeceases me, I give and bequeath the same u
of my grandchildren who survive me, to be divided among them by my Personal Repre
with due regard for their personal preferences in as nearly equal shares as practical.
id other
existing
If my
to those
ARTICLE III
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all of the rest, residue and remainder of my estate, of
whatever nature and wherever situate, unto my daughter, SAUNDRA L. GOTW~LT, if she
survives me.
If my daughter, SAUNDRA L. GOTWALT, predeceases me, I give, devise and
bequeath the rest, residue and remainder in equal shares unto my grandchildren, p ovided that
should any grandchild also predecease me, I give, devise and bequeath suc deceased
grandchild's share unto his or her then-living issue, 'per stirpes.
ARTICLE IV
UNIFORM TRANSFERS TO MINORS ACT
In the event any beneficiary of my Will has not reached the age of twenty-fiv~ (25} years
at the time for distribution of his or her share, distribution of said share may be
discretion of my Personal Representative after considering the age and needs of the
either directly to the beneficiary or to a Custodian for such beneficiary until age twer
under the Pennsylvania Uniform Transfers to Minors Act, 20 Pa.. C.S.A. §5301, et
applicable Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in
residence of such beneficiary as the case may be. My Personal Representative may ~
such Custodian any institution or person, including my Personal Representative, qua
as a Custodian for such beneficiary under such Act iri effect at the time such distribut
A receipt for. any payment or distribution so made shall be a full discharge them
Personal Representative, who shall not be responsible to see to, or be liable for, the
of such proceeds thereafter.
ie in the
ieficiary,
five (25)
I., or the
state of
ignate as
ed to act
is made.
~e to my
ARTICLE V ',
POWER OF PERSONAL REPRESENTATIVE
My Personal Representative shall have the following powers in addition to th se vested in
them- by law and by other provisions of my Will applicable to all property, whether principal or
income, including property held for minors, exercisable without court approval and e ective until
actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in ~C
such manner as they may determine.
B. To retain an or all of the assets of m estate, real or ersonal, without e
Y Y p
investments authorized for Pennsylvania fiduciaries,. as they deem pro ~
regard to any principle of diversification or risk.
~, C. To invest in all forms of property without restriction to investments au
Pennsylvania fiduciaries, as they deem proper, without regard to any
diversification or risk.
D. To sell at public or private sale, to exchange, or to lease for any period
real or personal property and to give options for sales, exchanges or leas
prices and upon such terms or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to e~
from time to time think proper. ,
F. To compromise any claim or controversy.
G. To make such elections, decisions, concessions and settlemenis in cone
all income, estate, inheritance, gift, generation skipping or other tax re
payment of such taxes as my Personal Representative andJor Trustee
.appropriate, without obligation to adjust the distributive share of any per
affected.
d, and in
riction to
,without _~
prized for
nciple of
time any
,for such
as they
on with
and the
tl deem
thereby .
ARTICLE VI
TAXES
I direct that all estate, inheritance, transfer and other taxes of similar nature payable by
reason of my death, together with any interest or penalties thereon, and imposed wi respect to
any property, whether or not disposed by this Will, shall be paid out of the residue of m~ Estate.
ARTICLE VII
PERSONAL REPRESENTATIVE
I name, constitute and appoint my daughter, SAUNDRA L. GOTWALT, E ecutrix of
this my Last Will and Testament.. Should my daughter, SAUNDRA L: GOTW T, fail to
qualify or cease to so act, I name, constitute and appoint my granddaughter, T CEE S.
GOTWALT, Alternate Executrix to complete the administration of 'my Estate. I dir ct that no
fiduciary appointed herein shall be required to post bond far the faithful administra 'on of the
duties required in any jurisdiction. 'i
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,
and Testament, this 23~{ day of ~~~ 2008.
Last Will
~~ ~~~~ ~ SEAL}
WILLIAM S. SHEARER
Signed, sealed, published and declared by the above-named Testator, as and ~or his Last
Will and Testament, in the presence of us, who at his request, in his presence and in the presence of
each other, have hereunto subscribed our names as witnesses. ',
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
. ss.
COUNTY OF CUMBERLAND
We, WILLIAM S. SHEARER, ~ b IZ ~ ~ . ~> A,6 5 k-'~J ~I
and ~~ ri1 ct n. (~ ~ . (~ ~ C rS ,the Testator and the ~ witnesses,
respectively, whose names are signed to the attached or foregoing instrument, bein first duly
sworn, do hereby declare to the undersigned authority that the Testator signed and e ecuted the
instrument as his Last Will and that he had signed willingly and that he executed it as 's free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the pr sence and
hearing of the Testator, signed the Will as witness and that to the best of his/her kno ledge the
Testator was at that time eighteen years of age or older, of sound mind and under no c nstraint or
undue influence.
[ S. S~HIEA
~/ V~
Subscribed, sworn to and aclrnowledged before me by WILLIAM S. $
Testator, and subscribed and sworn to before me by J b h, -L ~-, V v ~ M~' S
and Fri yy~ u, ~ G. ~, u ~ ~ S ,witnesses, this ~ day of
2008.
Public
COMMONWEALTH GE PEIvNSY~vhi~~~
NOTARIAL SEAL ~~
GAIL J. MAHDNEY, Notary Publlc
Lemoyne, Boro., Cumberland County
My Commission Expires Feb. 19, 2010 ,
COMMONWEALTH GF PENNSYLVANI
NOTARIAL SEAL
GAIL J. MAHONEY, Notary Public
Lemoyne Boro., Cumberland County
My Commission Expires Feb.19, 201
:326479v3
EXHIBIT B
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snow nr,.,r~~~t IJn ~ ,n~_r»RS FINAL
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VA 5. Conv.lns. CL10170
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'~. NOIe: Ileme marked "Ip.o.e.r were paid ouudda tM dp~q• >nN' ors etxrNn hero tar IrdormeNon purporn eM w not Indudsd N the loble. (x y
WARNING: tt i~ • crkne to kmalnpy make fats arolimams to Mu UNled SIGNS on lMS a nr/ oMar elmllaf lomr. Panoltb• upon Printed 1012712D10 at 11:01 JG
convlc9on nn irwWtle • kne and kn fiwnrrleM. Fa tlerob eN: Tide 18 U. s. Code bsWon f 001 arW Sedbn r01n.
~~NAME OF BORROWER: Amy E. Holjes and Michael J. Holjes
ADDRESS:
NP,ME OF SELLER: Estate of William Shearerby his Executor Saundra L. Gotwalt -
ADDRESS:
. NAME OF LENDER:
ADDRESS:
~. PROPERTY ADDRESS: 230 Haldeman Avenue, New Cumberland, PA 17070
New Cumberland Borou h
. SETTLEMENT AGENT: Cornerstone Land Transfer, inc., Telephone: 717-730.9664 Fax: 717.730.9665
PLACE OF SETTLEMENT: 4705 E. Trindle Road McGhanlcsbur PA 17050
SETTLEMENT DATE: 1 012 8120 1 0
J. SUMMARY OF BORROWER'S RANSACTION:
00. GROSS AMOUNT DUE FROM BORROWER K. SUMMARYx?F SELLER'S T NSACTION:
400. GROSS AMOUNT DUE TO SELLER
)1. Contrail sales 185000.00 401. Contrail sales rice 185 000.00
)2. Personal P 402. Personal Pro A
)3. Settlement kre~1. ~~:~! 3200.75 40 .
)4. ~';~ i •;: ~ . } ~;z e~ ., ~,: 404.
]5.
' 405.
fitments for Hems aid b~ salter i
yY ~~ n advance Ad ustmentc for items b b saler f n advance
l6. Ci fta+m tax' . ij
17. n tax 10128/10to12l3tN0
lg, Sdrool taz ~1. ,. 11
19. TRASH ~ ..110 fig, '
"' trs
~'~!:~
~. 3 7 `ftcaNn taxes - r -ns,.
ea ,•'<<'~. Afti2 ~
a3cea ~?!'t`~ 0128h 0 to 06!'~ . '
409. Tt~ ~' .MID 1012811010121311 ,...~
161.57
996.23
6.87`
0
{ ? a~1.
- 410. '6 Y v l' ti }.
,_;'~; <
1. y:tf~ . `r`
+
411. ~'`,4 ~ T> ~~:
~ •t+'* ~~
~~~ ~_.~ 4
~ ~ {~.~ rvi' F3' 412. y fi=r r*~, . ~ }:
?0. GROSS DUE FROM BORROWER
l0. AMOUNTS Y OR ON BEHALF OF BOR 189 85j42
R(9 . Y~R i;"` b 420. GR ~.MOUN3~UE 70 SELLER ~, ,~Y,r ~ 186164.67
500. RED .....; ON5 Il~`A ~ . TRD.U
.
11. Or 8 "` xtKZ ~ •. 0 501. 6c Slt See ft .. ~~> `'~r •`~~
s2. Princi amount of new bans 502. SeiUemerd ch es Yo seller line 1400 __ 11 342.55
13. Exi ' bans taken sub'ed to 503. Exis loans taken sti ed to
µ, 504. Pa oft of First Mori a e Loan
~. 505.
8. ~•
,7 507.
- 6. 508.
9. ~•
Ad ustmer>ts for items un aid b seller Ad'ustmants for items un aid seller
0. 'flown taxes 510. Ci flown taxes
1. Coun axes 511. Coun taxes
2. School taxes ' .~ 512. School taxes
3. Sewer OMft) 101011101010128110 17.30 513. Sewer Oft4ID 10!01110 to 10128110 17.30
q. 514.
5. 515.
8. 516.
7. 517.
8 518,
9. 519.
0. TOTAL PAID BYIFOR BORROWER S 017.30 520. TOTAL REDUCTION AMOUNT DUE SELLER i 1 359.85
0. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
f. Gross amourd due from borrower fine 120 189 365.42 601. Gross amount due to salter line 420 186164.67
2, Lass amoun aid /for borrovret ins 220 5 017.30 1102. Lass redudfon amount due seller Ifne 520 11 359.65
3. CASH FROM BORROWER _ _ - 184 348.12 603. CASH TO SELLER 174 604.82
BSTITU7E FORM 1091 SELLER STATEMENT: 1'he YYOnmtlan can4lned heroin U-NnpoAent lax Monna9on and b Mlrq Nmkhed m S're hlemN Rsvamw SaMoe. x you m roqulred b 9N ^ roNm,
•OgOarw panepy or aMt are9on w~ Ea knpuead on you B Ws Nam I+ nquked to ba nPwled uW IM IR6 delemdnee Nat p hu nor bean sported. The ContrKt 6aNe Pow dawlEad on
a_Oi above opuNYdee M Glop Progede of aeW~~eemM4arraWon.
nbM, bat subJe4 to~dvl or u4rlksl penMOeitknposed by ~. Undo M 1n~:Ne dyorr correct ~peye~ IdsdlNntlm number. H you do not Provka your cored taxPper wsnlNWUcn
per(Wy,1 ouWy tlla{ 1M number atwrm an Nis elabmsM h mY sorted pxpeyer MenliMatlon number.
__ / --_- SELLER(S) SIGNATURE(S): /
1.ER(S) NtIN MAILING ADDRESS: ...
lER(S) PHONE NUMBERS: MI ~
_ _ _ ,
..~ r,_ ,.~., .
-_--- _ _
5t !! LtMtN I STATEMENT TitleEx ress Settlement S stem Printed 10!27!2010 at 11:01 JG
L. SETTLEMENT CHARGES PAID FROM PAID FROM
ro0. TOTAL S.4LcSJBROKER'S COMMISSION based on rlce $185 000.00 5.000 = 9 250.00 BORROWER'S SELLER'S
Division ofcommission line 700 as tolbws: FUNDS AT FUNDS AT
..,. e D ern nn l..i InHn SmfYh Roalty SETTLEMENT SETTLEMENT
'03. Commission aid at Settlement ' -"
lTll I AAAI
YV • 1 I ~.~llv I n ~ r~...rr ... v v.... r....... ....... ~...
D1. Loan Ori ination Fee °~
.02: Loan Discount
A3, sisal Fee
'q4. Cred'A Re rl
A5. Lender's In lion fee
D6. Mort A licaGon Fee
'A7. Assu lion Fee
A8.
A9.
10. _
tt
HUD CERT1FiCAT10N OF BUYER ANO SELLER
~ a IsNwwe tlr NU - S~ wn~N SIM~ma11 end b Ow WAl w my wawhep~ rd MBd, M V ~ kw .ntl ACQYAI~ sl~l~mw+1 d ~A rwlpt~ F tl aseun.n IMA tl~ °n my ACOUlN
y OY~ aau~ Yo, r Yy 1 hws noAivW ~ copy d tlis HUD-1 S~IINm~nl6blsmaM.
.~
iNING: R 0: A CRpAE TO KNOW WOLV MAKE FAI-SE 6TATEMENTS TO THE TM HUD-1 S~N~m~M Sl~l~m~rt whkh 1 Mw Intl b ~ bw An0 ~ear~b ~ccounl of tlIb
fED STATE6 ON THai OR ANY BMILAR FORM, PENALTES UPON CONVICTION Im~Mlm. 1 Mw aw~tl w MO °aln~ tla hAM~ b df~Mrad N icomdMluvAl110Y+ slabrtNM.
1 INCLUDE A FlNE AND IMPR160NMENT. FOR DETAILS SEE TITLE iB:
CODE SECTION 7001 AND 6ECTpN 1010. ,,~//)
6ETTLEMENT AGENT: • '~
i6%~~a
- ,~
.;
5
EXHIBIT C
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of. Your Paper Savings Bond(s)
Calculator Results for Redemption Date 07/2010
30.00
Bonds: 1-4 of 4
180..61
150.61
X18708516E E $10 05/1945 05/1985: $7.50 " $37.12
X6973121E E $10.08/1945' 08/1985 $7.50 .$37.83
X6963591E E $10 07/1945 07/1985 $7.50 $37.83
X4991295E ~ E $10 06J19 ~ . .~ 37.83
4 Bonds
Totals for 30.00 50.61
.-
NI Not Issued
_. NE _htQt eligible for.pay~ent _ ... _.~
P5 Includes 3 month interest penalty
MA Matured and not earnin interest
Page 1 of 1
$44.62 MA
$45.33 MA
$45.33 MA
$45.33 _ MA
180.61
http://www.treasurydirect.gov/BClSBCPrice 8/24/2010
_ _
EXHIBIT D
_....,-
1VI8TBank
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Law Offices Johnson Duffie
301 Market Street
P O Box 109
Lemoyne, PA 17043-0109
Re: Estate of William S Shearer
Social Security: 207-03-7448
Date of Death: July 11, 2010
Phone 888-~02-4349
F ax (302)34-2955
September 2010
Dear Sir or Madam:
Per your inquiry on August 24, 2010, please be advised that at the time of death, the above
on deposit with this bank the following:
l . Type of Account Checking Account
Account Number 77426959
Ownership (Names o, fl William S Shearer
Opening Date 0828/64
Balance on Date of Death $42,014.91
Accrued Interest $ .27
Total $42,015.18
;d decedent had
For further acrnunt information, dosures and/or reimbursement of funds please call the West Shore Plaza Office at 4{'7
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does not indade any accounts in which the deceased may have been listed as Power. oe Attorney, Ctiustodian ~
Repr~talive Payee, or TrusDee under a Written Agreement
Sincerely,
C~Yt
Tammy R Spencer
Adjustment Services
1730.
1~an.~ers,
REC~EIVEC
SEP 0 '7 2~~0
EXHIBIT E
~~_r _-
.POSTMARK
C R E D I T U N I O N
August 25, 2010
Law Offices of Johnson, Duffie
Attn: Dana L Wieseman
PO Box 109
Lemoyne, Pa 17043-0109
Re: Estate of William S. Shearer
SS 207-03-7448
for first class financial services
Dear Ms. Wieseman:
William Shearer has an account with Postmark Credit Union since 03/11/1954. The accoun is an
individual account. The account balances including accrued interest as of the date of deaths as follows:
Account 804
Account Account Type Balance Open Date
804-00 Savings $405.34 03/11/1954
593-13 Investor's Choice Plus $107,914.61 01/06/2006
Mr. Shearer did not maintain any life insurance or stocks with PostMark CU
Statements for his account are only produced quarterly. I've included the last quarterly
history printout of both accounts for July until August 25; 2010. The next quarterly sta
produced until the beginning of October.
If you should need further information, please call me at 717-671-5119, ext.615.
Sincerely,
y ~_~~
Miche e L.Treece
Member Service Administrator
AUS_z ~ ?~10
Went and the
~t will not be
2630 ~inglestou~n Roac1 • Harrisburg, PR 1 71 1 0-3666
717.671.5119
EXHIBIT F
L
T .~ ,_
Sovereign Bank
ESTATE OF William Shearer
SOCIAL SECURITY #: 207-03-7448
DATE OF DEATH: July 11, 2010 ~~
Account #: 0775146871 Type CD Open date: 9/23/1999
In the name of: William Shearer
Date of Death Balance: $14,330.92
Int.(YTD) from 1 /1 /2010 to 6/30/2010 $10 .21
Accrued interest to date of death: $3.48
Other Info:
Account #: 0775147465 Type: CD Open date 6/3/1985
In the name of: William Shearer
Date of Death Balance: $2,751.48
Int.(YTD) from 1/1/2010 to 6/30/2010 $43 71
Accrued interest to date of death: $1.78 -
Other Infer
Account #: 0775147473 Type: CD Open date: 6/11/1985
In the name of: William Shearer
Date of Death Balance $2,564.54
Int.(YTD) from 1/1/2010 to 6/30/2010 $37 52
Accrued interest to date of death: $1.66
Other Info:
Account #: 0775147671 Type:- CD Open date: 10/2/1981
In the name of: William Shearer
Date of Death Balance: $12,157.33
Int.(YTD) from 1/1/2010 to 6/30/2010 $10 .45
Accrued interest to date of death: $6.96
Other Info
Account #: 0775147788 Type: CD Open date: 6/23/1983
In the name oft William Shearer
Date of Death Balance: $3,305.98
Int.(YTD) from 1/1/2010 to 6/30/2010 $50. 7
Accrued interest to date of death: $3.36
Other Info:
I
Page 1 of 2
Sovereign Bank
ESTATE OF William Shearer
SOCIAL SECURITY #: 207-03-7448
DATE OF DEATH: July 11, 2010 ~
i
Account #: 0775150618 Type: CD ~ Open date: 7/9/1990
In the name of: William Shearer
Date of Death Balance: $2,205.91
Int.(YTD) from 1/1/2010 to 7/9/2010 $35 20
Accrued interest to date of death: $0.29
Otherlnfo:
Account #: 0775150857 Type: CD Open date: 8/23/1993
In the name of: William Shearer
Date of Death Balance: $50,070.37
- - Int.(YTD) from 1/1/2010 to 2/23/2010 - : - - -$.714 .19- - ~ , • -
Accrued interest to date of death: . $546.37
Other Info:
Account #: 0775275324 Type: CD Open date: 9/6/2000
In the name of: William Shearer
Date of Death Balance: $13,725.11
Int.(YTD) from 1/1/2010 to 6/30/2010 $70. 0
Accrued interest to date of death: $4.69 -
Other Info:
Account #: 0775290810 Type: CD Open date: 8/9/2001
In the name of: William Shearer
Date of Death Balance: $12,937.82
Int.(YTD) from 1/1/2010 to 6/30/2010 $66. 5
Accrued interest to date of death: $4.42
Other Info:
Page 2 of 2
EXHIBIT G
r
APPRAISAL
Personal Property of GU`M~ 5 ~ .~~ K ~„~. ~. ~ (L .~:,~0 ~{~~-~-G~ ~~~ti .~U~: , ;~ r ~ ~ ~~}~
Appraised by Chuck E. Bricker AU094-L Date ', -•_ ~~° ~ ~
~ ~~-~
ITEM VALUE ~ ITEM VALUE
Do V r t-t~ oo
C ~ o~l~~ 57i op
1" ~ ~ S~ c: d, p C ~
.:~- PLOW hC C 1 ~ 2 S J ~ ~'~ ,~.b, tiv
N /D~ ~~
S ~~ C61~~ti ck212 ~~
~BG. Gc~ ~~ ~~¢ ~. ~ t~ ~4 ~-
' ~ C
vc~ ~,.~ -~.-
'
I
-. __ ..
- ~-.~~,
EXHIBIT
t
•• ' ,r ~~~
.- ~ ~ ~ ~ ~~ - ~ Chuc~C Bricker, Auctioneer.
. _ ~ .Bevy & sell on Commission -Complete Sale Service ..
.. ~ ~.. 93 Texaco Rd., .Mechanicsburg, PA 1 TQ55 7f ~5T85
- ',,
Psrsansi y ~ Gv ~l , SGf ~/f-~~/~ ' '
.r.
Addrsr~s
. ~ ~saa wt t~ilte srs . ~ c ~ ~ ~ L~ ~ I ~ .
. .
.
~, -
..
~utsiawdfa~ '~b~tai his ~ - .~ s~ 2-S
' 'ttbtN t~Oics
. T~a#ai Crts~
.3 ~ 9s, azs' ~
E ,~
wee cost
r ~ ~~, ~
Bats Sstup oir ~tP ~ ~ a d .
. .