HomeMy WebLinkAbout04-0718 Estate of
also known as
Social Security No.
/~, PETITION FOR PROBATE and GRANT OF LETTERS
Ruth~Shughart No 21-04 '~B
To: Register of Wills for the
County of Cumberland in the
208-68-6992 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executrix
in the last will of the above decedent, dated Oct. 4, 1988
and codicil(s) dated N/A
named
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
with her last family or principal residence at
4 E. Yellow Breeches Road, Dickinson Township, Cumberland County
(list street, number and municipality)
County, Pennsylvania,
Decedent, then 98 years of age, died July 18,2004
at Dickinson Township, Cumberland
Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Fa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$
$
$
unestimated
Total: unestimated
Mary l~. Finkenbinder
358 McAllister Church Road
Carlisle PA 17013
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary . . . Cb . . .
(testamentary; adm~ntstrat~on e~:~.a~'; adnit~strat~r~t.b.n.c.t.a.)
thereon. ~ ~ ~-~ ['q ~'~
OATH OF PERSONAL REPRSENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition 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) will well and truly administer the estate accord, ing to law.
Sworn to or affi ~r~e~and subscribed
before me this~r- day of -- &.~.r~.~t~
, July, 2004 ,.
...... (~. ~A9~ 3_I Register
Register of\\Tills of Cumberland County
STATUS REPORTu:NDERRULE 6.12
Name of Decedent: ,k'~~
Date ofDeath: ~ 7' / ~ ,;;'61,Py
;2/ -- tJ1/ ,-" e /' /8
4- -);f<<d~,Q-t-
J
Estate No.:
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 ~hy;ther administration of the estate is complete:
Yes Q1 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did ~sonal representative file a final account with the Court?
Yes ~ .No 0
b. The sep~te Orpha)as' Court No. (if any) for the personal representative's
account 15: /J/ il
,
c. Did the personal representative state an account informally to the parties in
interest? Yes U No U
c. Copies of receipts, releases, joinders and approval offonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report
Date:yfu'N' C at;, oZ.a)6'
%~~
Signature
,.'7"~~
C:1
L )
~5& ft'""" -ZJ, /, '~<.C
N~ ..J~? ."Yt, N8-ff/I~/t/A- ~/,
/.~ ;-,r/c. /' fr /' 7.1 ~'/,5
Address
'7/7- 2Yj- <r5)/r
Telephone No,
('.....1
I I
Capacity: 0 Personal Representative
G-cOllilSel for personal representative
\
.!\.
l"'~j
,r
No. 21-04
Estate of
Ruth B. Shughart
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~Lkct xx.~ ~ 20 C~- , in consideration of the petition on
the reverse side hereof~atisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated_ Oct. 4, 1988
described therein be admitted to probate and filed of record as the last will of
Ruth B. Shughart
and Letters Testamentary
are hereby granted to Mary B. Finkenbinder
FEES
Probate, Letters, Etc.
Short Certificates(l )
Renunciation
Register ;f Wills~
Stephen D. Tiley #32318
ATTORNEY (Sup. Ct. I.D. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
Estate of
Also known as
OATH OF NON-SUBSCRIBING WITNESS
, Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
(one of ~e subscribing ~messes to) the codicil/Mil presmted h~ewi~ ~d ~t ~ believes
~he si~a~e on t~e~odiciVMll is ~ the ~d~fing of ¢~ ~ ~ n~ &
~t~he beef ~ ~owleage and belief.
<
(Name)
(Address)
Sworn to or ~firr~edr~d subscribed
Before me His 13~"4 '~ ' daT~)f
OATH OF SUBSCRIBING WITNESS
Estate of A"c~'r ~,'
Also known as
Deceased
(each) a subscribLng witness to the will/codicil presented herewith, (each) being duly qualified
according to law, depose(s) and say(s) .....W t.,~3 5' present and saw
, the testatr~ , sign the same and
that ,5~ signed as a wimess at the request of the testatr",.~ in her~ presence
and (in th~l~resence of each other) (in the presence of the other subscribing witness(es).
(Name)
(Ad.ess)
Sworn to or affirmed~al~d subscribed
Before me this ,~ ,.tat
day of
For the Register ~ [ p[~,~t.~ !
(Name)
(Address)
his is to certify that the information here given is correctly copied fronl an original certificate of death duly filed with me as
l.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10589212
NO.
Local Registrar
C ~ hJ
C>
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
358 M~ltster ~ur~ Pa 17013
21, 2004
Salem
219 N.
E]
LAST WILL AND TESTAMENT
I, RUTH A. SHUGHART, of South M%ddleton Township, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby revoking and
making void all former wills by me at any time heretofore made.
FIRST. I direct all my just debts and funeral expenses, including all
inheritance taxes that may be assessed against my estate, be fully paid and
satisfied out of my estate by my personal representative hereinafter named as
soon as conveniently may be done after my decease.
SECOND. I direct my Executrix hereinafter named to coupe ~1 'm
estate, real and personal, whatsoever and wherever situate in~.~ash teit
publia or prlvatemle or sales at the best price or prices obta~ble her~
discretion.
~HIRD. I give, devise and bequeath all of my estate in eq~ sha~s to my
~ _(SEAt)
Signed, sealed, published and declared by the above name~ Testatrix, Ruth A.
Shughart, as and for her Last Will and Testament, in the presance of us, who, at
her request and in her presence and in the presence of each other, ha~e hereunto
subscribed our names as witnesses thereto.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RUTH A. SHUGHART
Date of Death: JULY 14, 2004
Will No. Admin. No. 21-04-0718
To the Register:
I certify that notice of (beneficial interest) estate administration 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:
Name Address.
Paul H. Shughart
Herbert B. Shughart
Anna R. Myers
Mary B. Finkenbinder
Phyliss A. Rynard
Larry E. Shughart
Dorothy E. Wolfe
357 McAIlister Church Road, Carlisle PA 17013
R.D. #1, Blain PA 17006
227 West North Street, Carlisle PA 17013
358 McAIlister Church Road, Carlisle PA 17013
2444 Ritner Hwy, Carlisle PA 17013
4 E. Yellow Breeches Road, Carlisle PA 17013
2271 Ritner Hwy, Shippensburg PA 17257
Deceased R. Fred Shu(~hart
William F. Shughart 605 Roxbury Road, Newville PA 17241
(only child of R. Fred Shuahart)
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except NO EXCEPTIONS
Date: October 4, 2004
~- ~ NAME:
~' ~ '~' ADDRESS:
Steohen D. Tiley
5 South Hanover Street
Carlisle. Pennsylvania 17013
Capacity: Personal Representative
X Counsel for Personal Representative
COMMONW6ALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 00447O
TILEY STEPHEN D ESQ
5 S HANOVER ST
CARLISLE, PA 17013
ESTATE INFORMATION: SSN: 208-38-6992
FILE NUMBER: 2104-071 8
DECEDENT NAME: SHUGHART RUTH A
DATE OF PAYMENT: 10/06/2004
POSTMARK DATE: 1 0/06/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/18/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $3,000.00
REMARKS:
CHECK# 97
' SEAL
TOTAL AMOUNT PAID;
INITIALS: JA
RECEIVED BY:
~3,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
JNe. 200.00 (\ :?'t>. ~5.()O
l:i l\'5'~EV-1500 tl:Z'Z5
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. 217
REV.1500 EX{6-00}
OFFICIAL USE ONLY
v--
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
FILE NUMBER
21-04-0718
COUNTY CODE
yeAR
NUM8ER
!z
w
fil
(J
w
c
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Shu hart Ruth A.
DATE OF DEATH (MM-OO.YEAR)
SOCIAL SECURITY NUMBER
208-38-6992
DATE OF BIRTH (MM-DO-YEAR)
THIS RETURN MUST BE FILED IN OUPLlCATE WITH THE
711812004 512511906
(IF APPLICABLE) SURVIVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE lNlTlAl)
REGISTER OF WILLS
SOCIAL SI;CURrTY NUMBER
I!!
lI:S;~
"~"
w&o
"'~~
"~m
~
<
o 1. Original Return 0 2. SUJ'plemenlal Return 03. Remainder Return (date 01 death pnorta 12.-13.-82.)
o 4. l.imited Estate D4a. Future Interest Compromise (date of death after 12-12-62) 05. Fedellll Estate Tax Return Required
[R] 6. Oecedef\t Died Testale (.4.\\ach copy of Will) 0 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit BalteS
D 9. l.itigaliOl1 Proceeds Received 010. SpoUQI Poverty Credit (date of<leatll between 12-31:91 and 1-1.9!)) 011. Election to tax under $ec. 9113(A) (Attach 8ch 0)
THIS SECTION MUST BE COMPLETEO,'ALt.l::ORRESPOrfllENOEANDOONFlliElI1'iAL TAX. INFORMATION SHOUL-DBE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Ste hen D. Tile 5 South Hanover Street
FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013
Fre & Tile
TELEPHONE NUMBER
717-243-5838
I-
Z
W
C
Z
o
0-
"'
W
'"
'"
o
(J
1. Real Estate (Schedule A)
(1) NONE
(2) NONE
(3) NONE
(4) NONE
OFFICIAL USE aNt Y
f''',.)
,
."\
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, P~rtnershjp or Sole-Proprietorship
C/."\
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bani<. Deposits & Miscellaneous Personal Property
(Schedule El
79,068
-.:J
(5)
(6) NONE
r~"?
z
c
;::
~
"
I-
0:
'"
o
w
'"
6. JoinUy Owned Property (Schedule F)
Dseparote Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
(7) NONE
1'""')
U'i
8. TOTAL GROSS ASSETS (total Lines 1-7)
(6)
79,068
9. Funeral Expenses & Administrative Costs (Schedule Hl
(9)
15,978
10. Debts of Decedent, Mortgage Llabilitles, & Liens (Schedule I) :10) NONE
11. TOTAL DEDUCTIONS (total Lines 9 & 10)
(11)
15,978
63,090
12. NET VALUE OF ESTATE (Une 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an erection to tax. has not
been made (Schedule J)
(12)
(13)
(14)
63,090
14. Net ValueSublect to Tax (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. AmOUf\t of Line 14 taxable at the spousal tax
Z rate ,or transrers ul'\d&l' Sec.9116 (a){1.2) x .0 (15)
Q
I- 16. Amount of Line 14 taxable at lineal rate 63,090 X .O~
~ (16)
'"
0-
:! 17, Amount of Une 14 taxable at sibling rate X .12 (17)
0
(J
~ 18. Amount of Line 14 taxable at collateral rate X .15 (18)
I-
19. Tax Oue (19)
2,839
2,839
20.'x1 (;P"'edW"
~ "tRtL.!t
> > BESUREtOANSWERAL(;tIUEStl()tlSoNRIM~RSE,SiDE AND RECHECK MATH < <
ece ents omplee ress:
STREET ADDRESS
4 E. Yellow Breeches Road
Shuohart Ruth A.
CITY I:TATE IZIP
Carlisle PA 17013
217
o
Shughart, Ruth A.
d
C
I t Add
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,000
158
TotafCredits(A.+B+C) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
208-38-6992
2,839
3,158
Total Interest/Penalty (0 + E) (3)
4. If l.ine 2 is greater Ihan Line 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Pag. 1 Line 20 to request a refund (4) 319
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)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
," '.' ,,:;:~,::';~t~,)/"',",~';;::~";3';;J:",.:';::,;:~t,,":').:":.;' ',/,<\'~"<,::::"; ",;:',; ,
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,.
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
Ves
o
o
o
o
o
o
o
No
o
o
o
o
o
o
o
IF THE ANSWER TO ANY Of THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
b. retain the light to designate who shall use the property transferred or itS income;
c. retain a reversionary interest; or
2.
d. receive the promise for life of either payments, benefits o( care?
If death occurred after December 12,19B2,did decedent transfer property within one year of death
without receiving adequate consideration?
3.
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4.
Did decedent own an Individual Retirement A.ccaunt, annuity or other non.probate property which
contains a beneficiary designation?
Under penalties of perjury, I declare that J have examined this return, indudlng accompanying schedules and statements, and to the best of my knowledge and belief, it \s true,
and comDlete. Declaration of orecarer other lhan the personal representative ls based on an Information ofwhlch preparer has any knowledge.
SIGNATURE OF PERSON PONSIBLE FOR FILING RETURN
13. '~</
OATE
(it' :L 5. ;). 0 0 5
358 McAlister Church Road. Carlisle, PA 17013
SIGNAT OTHER THAN REPRESENTATIVE
A - '-:2'
AD RESS
5 South Hanover Street, Carlisle, fA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate Imposed on the net value of tran&fers to or for the use of \he surviving spouse Is 3%
172 P.S. Section 9116 (a){1.1)(iJl.
For dates of death on or after January 1, 1995. the lax rate imposed on \he nel value of transfers to or for the use of the surviving spoose Is 0% 172 P.S. Section 9116 (a)(1.1)(II)).
The statute does nol exempl a transfer to a SUrviving spouse from tax, and the statutory requirements for dlsdosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only benefICiary.
For dates of death on Of after July 1, 2000:
The tax rate imposed on the net value Of transfers from a deceased child twenty-one years of age Of younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0%(72 P.S. Section 9116(a)(1.2)}.
?J-~:r--
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. Section 9116(1.2) {72 P.S. Section 9116(a}(1l\.
The \ax rale imposed on the net value oflransfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)J A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption,
AT
REV.150a EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Shughart. Ruth A.
FILE NUMBER
21-04-0718
lI\d\K:Ie thll plWMldr.allltlgallon;mj lhellale ll1e proc.eeds were l'8CeIIIed by the estate. Au.. PROPERTY JOINTL Y-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE
F
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
M& T Bank Checking Account #437670
7.424
2.
M& T Bank Savings Account #015004198250696
Accrued interest to the date of death.
71.606
10
3.
Refund. Michael J. Camlinde & Associates. Inc.
28
TOTAL (Also enter on line 5 Recanitulation' $
(If more space is needed. insert additional sheets of the same size)
79 068
,/
p. !
m M&TBank
499 Milchen Road. MillsboJO, DE 19966 Milil Code DE-MB-J2
Pbon. (888) 5024349
Fa,< (302) 934.2955
August 10, 2004
Fax: 717-243-6441
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, Pennsylvania 17013-3385
Re: Estate of: Ruth A. Shuf!hart
Social Security: 208-38-6992
Date of Death: Julv 18. 2004
Dear Sir or Madam:
Per your inquiry dated August 2, 2004, please be advised that at the rime of death, the above-named decedent had on deposit
with this bank the following:
I.
Type of Accoun/
Checking Account
Account Number
437670
Ownership (Names qf)
Ruth A Shughart
Mary B Fin/renhinder, POA
Opening Date
9/J!67
Balance on DOle of Death
$7,423.60
Accrued/nterest
TOlal
$ 0.00
.S7:42f60--.--------.-- -. - - ------...
2.
Type of Account
Savings Account
Account Number
015004198250696
Ownership (Names oj)
R1IIh A Shughart
Mary B Finkenbinder, POA
9/12/0/
Opening Date
Balance on Dale of Death
$71,605.61
Accrued Interest
TOlal
$ 10. 00
-'SfW5.6J-- ----.--.-.- -------.---
Please be advised, tbere "''as no safe deposit box found for the above decedent. For further account information,
regarding ownersbip, closures andloT reimbursement of funds, please caJJ the High Street Carlisle Office 717-240-
4536.
Sincerely,
.~.>;?t/C'i'?-
Nancy Clagen
Records Manag~ment
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYlVANIA
INHERITANce TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
ShuQhart, Ruth A.
FILE NUMBER
21-04-0718
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home, Inc. 7,368
2. Carlisle Memorial Service, Inc., monument lettering 183
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal R.epresentative (s)
Social Security Number(s) I EJN Number of PefSonal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. Attorney Fees 3,950
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Larrv E. ShuQhart
Street Address 4 East Yellow Breeches Road
City Carlisle State P A Zip 17013
Relationship of Claimant to Decedent Son 3,500
4. Probate Fees 128
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Checks Cleared after death, M& T Bank Account #437670 540
8. Country Butcher Shop, for funeral service/reception supplies 105
9. Cumberland Law Journal, Advertising Grant of Lellers 75
10. The Sentinel, Advertising Grant of Lellers 129
TOTAL IAlso enter on line 9 Recaoitulation $ 15978
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
217
REV-1513 EX + (g.OO)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Ruth A. Shuohart 21-04-0718
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON/S' RECEIVING PROPERTY Do Not List Trusteels' OF ESTATE
I. TAXABLE DISTRIBUTIONS pncJude outright spousal distributions. and
transfers under Sec. 9116 (a) (1.2)]
1. PaulH.Shughart
357 McAllister Church Road
Carlisle PA 17013 San 118 residue of estate
2. Herbert B. Shughart
R.D.1
Blain PA 17006 Son 118 residue of estate
3. Anna R. Myers
227 W. North Street
Carlisle PA 17013 Daughter 118 residue of estate
4. Mary B. Finkenbinder
358 McAllister Church Road
Carlisle PA 17013 Daughter 1/8 residue of estate
5. Phyliss A. Rynard
2444 Ritner Highway
Carlisle PA 17013 Daughter 1/8 residue of estate
6. Lanry E. Shughart
4 E. Yeilow Breeches Road
Carlisle PA 17013 Son 1/8 residue of estate
7. SEE THE ATTACHED SHEET
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If mare space is needed, insert additional sheets of the same size)
"ATTACHMENT TO SCHEDULE J"
7.
DOROTHY E. WOLFE
2271 RITNER HIGHWAY
CARLISLE PA 17013
DAUGHTER 1/8 Residue of Estate
8.
William F. Shughart
60S Roxbury Road
Newville PA 17241
Grandson 1/8 Residue of Estate
LAST WILL AND TEST~ENT
It RUTH A. SHUGHART, of South Middleton Township, Cumbe~land County,
Pennsylvania, being of sound mind, me~ary and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby revoking and
making void all former wills by me at ~ny time heretofore made.
FIRST. I direct all my just debts and funeral expenses, including all
inheritance taxes that may be assegsed'agalnst my estate, be fully paid and
satisfied out of my estat~ by my:p~rsonal: rep~e~entative hereinafter named as
soon as conveniently may be done after my decease.
SECOND. I direct my E~ecutrii he~efnafter named to convert all of my
estate, real and personal, whatsoever and wherever situate, into cash at either
public or private &lIe or sales at the best: pri,ce or prices obtainable in hat:
discretion.
THIRD. r gi,ve, devise and bequeath all of my estate in equal shares to my
eight (8) children, share and share alike, or to their issue if any of them
should predecease me.
LASTLY, I nominate. constitute and appoint my daughter, Mary B. Finkenbinder,
Executrix, of this my Last~il1 and Test~~~~t
In the event the said Mary B.
Finkenbinder should predecease me, resign, tenouq~e) refuse or beutiable to serve
.
for any mason or should die before my estate is fully admdnJstere~,then in any
of those events, I nominate, constitute and. appoint my daughter".A.nna R. Myers,
success,or Executrix, of this my Last Will and Testament. My persq.n,al representative
shall serve in this cr s:ny, other Jurisdiction wi.thout giving any"ba:c.d whatsoever.
IN WITNESS ~EREOF, I have hereunto, ~t IllY hand and' seal thiS J{t:i, day of
\':i'{~":~
'~f~':;.;': ,',c
~ :-.; ',> -' '.:" .\, ,
" ;""'4~T0~, " ft:'1!. '< d#.i;
'[ ,': ~{1~i fri<!IJi~~1if!&"_(sm)
. ;,;:,'~~~' :',:/j~;;k:,:>;, \', '~'i(\~ l~:,; '..:, ":"",'. ..,.i ".:1\~._;..,~~:!~;~:~'~" ...:.-.,'" ~.
i:S'i~e(fi'" s~.~te(h,.>pub11sh'~d' akdr~.ae~1d~~dhb~;'~'tli~;~~ij;;:J~':i:~~'ed:"T~s,t~trix. Ruth A,.
Shughart, as and: for her Last Wl1~ an4.:,,'l;~.~tament, in the presence af us, who. at
and. 11\ hel: pres~Ilc~>:,a:n.4 :m.,:';.:iiJie P'te.~nce afea.chothe't;'J:1Clve hereunto
our ""mes.as Witit.~..S,"thu~~~t; 'f1$rt4/......... '-4;.0; .... .'
.hjii;ft ,i;'/,Ja. .. .... \ /.~
'. 'Ji~t:. -I';'~~L~~f" . '. .. .....~....
.~it.,/clu;.(J1..~ _
\\A...n..',
"','...,, ....>;
1988..
)"-
.:'
?~lt..\.,..~.:., _
.$~~/".f' .". .
}.~j.:t.' .
~;:.T'...,.,:
X'<''t,... .
~'~'}::f~~t::, ;~<::::;;.
~~\"~<'~i"
'~~~;~Jt~~J1~~i:;~iy
f1....-r.J1JJI>)
"",,
"i""
"c.,
FREY & TILEY
ATTORNEYS-AT-LAW
5 SOUTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
ROBERT M. FREY
OF COUNSEL
STEPHEN D. TILEY
ROBERT G. FREY
TELEPHONE (717) 243-5838
FACSIMILE (717) 243-6441
February 16, 2005
Commonwealth of Pennsylvania
Department of Revenue
Dept. 280601
Harrisburg, PA 17128-0601
C~',
Re: Estate of Ruth A. Shughart
File No. 21-04-0718
~")
Dear Sir or Madam:
r",,)
Ui
Enclosed please find an inheritance tax return for the above referenced estate.
On Schedule "H" of the Return a family exemption has been claimed by Larry E.
Shughart, whose address is 4 E. Yellow Breeches Road, Carlisle, PA 17013. Ruth A.
Shughart lived with her son, Larry E. Shughart, for a little less than one year prior to her
death. Previous to that, the decedent was in a hospital and then nursing facility for a few
weeks. Prior to that, she resided with her daughter, Mary B. Finkenbinder, for
approximately two and one-half years. Mary Finkenbinder resides at 358 McAlister
Church Road, Carlisle, PA 17013. You will see that that is the same address as that of
the decedent. In addition to being the Executrix of her estate, Mary B. Finkenbinder was
the recipient of the decedent's Power of Attorney during her life, and managed her
financial affairs, both during the time that the decedent resided with Ms. Finkenbinder,
and thereafter when the decedent resided with Larry Shughart. It was, therefore,
convenient to continue to maintain the decedent's address at the home of Mary B.
Finkenbinder, who was managing her affairs.
This letter constitutes an explanation for the difference in address between the
decedent and the party claiming the family exemption, pursuant to your regulations.
Sinc~~~ly 1o~s, <'
~.7~
v
Stephen D. Tiley
SDT/II
Encls.
cc: Jane Adams, Esquire
Ms. Mary B. Finkenbinder
\)'
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
KirnS.Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717}240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
225
2/16/2005
RUTH A. SHUGHART
21-2004-0718
STEPHEN D. TILEY, ESQ.
5 SOUTH HANVOER ST
JA
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee
85.00
Total
$85.00
Total:
$85.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
FIRST AND FINAL ACCOUNT OF MARY B. FINKENBINDER, EXECUTRIX OF THE LAST
WILL AND TEST AMENT OF RUTH A. SHUGHART, LATE OF WEST PENNSBORO TWP.,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH:
LETTERS TESTAMENTARY ADVERTISED:
July IS, 2004
CUMBERLAND LAW JOURNAL
OctoberS, 15,22,2004
THE SENTINEL
October 6, 13, 20, 2004
PRINCIPAL RECEIVED
-)
Accountant charges herself with the following principal amounts received:
Date
':':..J
2004
18-Jul
M&T Bank Checking Account #437670
7,~.60
18-Jul
M&T Bank Savings Account #015004198250696
Balance on Date of Death: $71,605.61
Accrued Interest to Date of Death: $10.00
Total value on Date of Death:
21-0ct
Refund, Michael J. Camlinde & Associates, Inc.
71,615.61
28.40
TOTAL PRINCIPAL RECEIVED
79,067.61
INCOME RECEIVED
Accountant charges herself with the following income amounts received:
Date
2004
12-Aug
M&T Bank, Savings Account 15004198250696
41.71
Page 1
II-Sep M&T Bank, Savings Account 15004198250696 48.41
I-Oct M&T Bank, Savings Account 15004198250696 33.99
29-0ct Interest earned on estate checking account #9834721442 5.52
29-Nov Interest earned on estate checking account #9834721442 5.76
29-Dec Interest earned on estate checking account #9834721442 5.57
2005
28-Jan Interest earned on estate checking account #9834721442 5.57
TOTAL INCOME RECEIVED
146.53
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2004
18-26-Jul
28-Sep
28-Sep
28-Sep
28-Sep
28-Sep
28-Sep
Checks cleared after death, M&T Bank Account #437670
540.00
183.00
7,368.04
Carlisle Memorial Service, Inc., for Monument Lettering
Hoffman Roth Funeral Home, Inc., for funeral services
Country Butcher Shop, for funeral service supplies
105.25
Register of Wills, Agent, for payment on account of
Inheritance Tax
3,000.00
Frey & Tiley, Reimbursement for probate fee advanced
to Register of Wills
128.00
Frey & Tiley, Reimbursement for advance to Cumberland
Law Journal for advertising grant of letters testamentary
75.00
Page 2
2005
21-Jan
21-Jan
16-Feb
16-Feb
16-Feb
16-Feb
16-Feb
16-Feb
Frey & Tiley, Reimbursement for Advertising grant of
letters testamentary in The Sentinel
Register of Wills, for filing fee for Inheritance Tax Return
Reserve for 2004 Pennsylvania Fiduciary Income Tax
Register of Wills, for filing of Account
Frey & Tiley, Attorney's Fee
Family Exemption to Larry E. Shughart
Appalachian Orthopedic Center, LTD.
Refund anticipated from Pennsylvania Department of Revenue
for overpayment of inheritance tax
TOTAL DISBURSEMENTS
RECAPITULATION
Total Principal Received
Total Income Received
Total Receipts
Less Total Disbursements
Balance for Distribution
Page 3
129.47
15.00
4.02
130.00
3,950.00
3,500.00
13.64
(319.00)
18,822.42
79,067.61
146.53
79,214.14
18,822.42
60,391.72
PROPOSED
SCHEDULE OF DISTRIBUTION
1 Paul H. Shughart
357 McAllister Church Road
Carlisle, PA 17013
1/8 Residuary Estate: 7,548.97
2 Herbert B. Shughart
R.D. #1
Blain, PA 17006
118 Residuary Estate: 7,548.97
3 Anna R. Myers
227 West North Street
Carlisle, PA 17013
118 Residuary Estate: 7,548.97
4 Mary B. Finkenbinder
358 McAllister Church Road
Carlisle, PA 17013
118 Residuary Estate: 7,548.93
5 Phyliss A. Rynard
2444 Ritner Highway
Carlisle, PA 17013
118 Residuary Estate: 7,548.97
6 Larry E. Shughart
4 East Yellow Breeches Road
Carlisle, PA 17013
118 Residuary Estate: 7,548.97
7 Dorothy E. Wolfe
2271 Ritner Highway
Shippensburgh, PA 17057
118 Residuary Estate: 7,548.97
Page 4
8 William F. Shughart
605 Roxburry Road
Newville, PA 17241
1/8 Residuary Estate:
7,548.97
60,391.72
COMMONWEALTH OF PENNSYL V AN1A
SS.:
COUNTY OF CUMBERALND
Before me, the undersigned officer, personally appeared Mary B. Finkenbinder,
Executrix of the Last Will and Testament of Ruth A. Shughart, Deceased, who, being duly sworn
according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule
are true and correct to the best of his knowledge, information and belief.
13\~
~ary B. Finkenbinder
Sworn to and subscribed before me
this
day of
Page 5
I hereby cerllfy that written notice of the ftll"g 01
thi\I Account. and of the date. tlme and place
whert the _ will be pr_ted to tha Court
tor ..oI6,.I8lIoI. and of the _ clay to file written
objel:tIon8 to I8id Account. h8I been given to
every unpeId .Atoi!lllllll and to evilly other p8rllOn
known to the accounl8nl to have or claim an
intl!nl8t in the 8lIl8te 86 cred~or, beneficiary,
heir or next of kin,
~ .. /'.7 7'/1
- ~~i; -" f /
....
=~.E:- IS
~..l -< .8 .t> :::l
~fj~~~al ::I
,Q co
....'Si:l!i..U'" :E - '"
Q)
o =-"0" .!!l Q) co
...E.... la" >-:r:.:::~U;>
So ~ i_ ~ ~ w:5C1)o~
O::l=~-~ .... .....J~....f"'-.C\J
0 -<0),....
c:..I u ~ ~.. ~ .-ch~<(t:'
< ~ j'Se'~ ~ >- c a.. T'""
W <<l -t::-
ea"" "::I >-ZIQ)
~~=U.e .. II: Ui Q)
.EI~E-<..l _~ ..cl W o.s=..- c
'" a:~'5~~
r;.. = "0 _.Q. ~ V1 LL~a5Ua.
"0'-="5:= "0 Q)
=,Q" ~.. ~ on ~
"==i, =-
... ~.- 8-
"':s~::IO
.!:l. ..clE-< 0
-
r;..r;.. V1 =-
l-y., l ~"' v '
"eopou llIIlllll'" ~, ..... _IS PillS jO Moo V
'U!lf jO lXW JO J!IlIl 'm!:>ll8uaQ
'JOIIPlNO III _llllI U1l881&lU1 Ull Wlep J() e^"'l
0111J'lllUllOQOll8lll 0I11MCl1.11 ...., JIItllO "'eNa 01 pue
IUllWJVtO /l!IllUl "'- 01 UllOIIl ~ 8\14 'uOllntUJlll!O
peeodoJd /0 ~~. lllllj. PIH 0\ 8UOfl:l8!qo ueU!J^,
lIIlI 0\ Alp tIlIj 8IlI /0 pua \lClfIIIIllJUUO JOj UI1<Y.> e41
01 PIIIl-.cl ell ..... -llIIlUllllM 80Iltd ptJll 8Wn
'8IlIP ... jQ Pw '1llI!II'lIlIJlSlO P8Sll<ioJd 10 IUeW019lS
I14lIO llu1m 1IllI,.. __ Y8ll!JM lll41 AI!ueo ^q~"." ;
....
= ~ . e ~ is
~...:l -< .8 b '.I:l
~.9~~~13 =
,.Q <0
....'Sllli...U'" li - '"
Q)
o =-'0 ~ .~ Q) <0
...:E.... la'" >-S:~MLl?
=" O~ ~ ~ w:3U)O~
5==~'C~ 'S ....Jt-!--"""C\j
-<0),....
yyGJ ~.. ... t-ch~<{t::'
<~j~l~ = oCS>-cn.t:
'0 w ro __
;; l.o~~~U..e ... >~:r:~Q)
.S~E-<...:l ~i '5 wo~.~c
a:~s~~
"" = '0 ~ Q, ~ u..~a5()o.
'O.~ = "5 :a '0 Q)
=,.Q ~ ~... ~ on ~
~==ii, =-
... 41._ ~
"':S~=O
.!:l. ~E-< l.o
"""" ~ =-
f.r, L.. ~ I~V ~ ~,
'f
I hereby cerllfy that wrltlen notice of the ftUng 01
thIa Account. and of the date, time ilI1d place
whefllha _ will be pr~ to lha Court
tor ..016.."-", and ~ Iha ... clay to file written
oIlje!:tIons to I8Id Account, hu been given to
ElY8ly unpeId ctIIimlIIll and to evllt'y other pBrllOn
known to the accounl8nllo have or cleim an
inlllt88t in the e&l8te 86 cred"or, beneficiary,
heir or next of kin,
p. "- A7 7'-/1
> /,f~W /l J' ~
9O\lOU 8IflllllM ~, ..... -IS p,,,,, jO Moo v
'/J!lf /D llC8Il JO J!flII 'Mlr:>tjell8Q
'JOIIPlNO 111_ 9llI Ull8lllelUl UIl Wl8lO JO eAlllj
0l11J'lllU/\OOOlt 8111 Cll-.. ~ JIJtjlO ,ve.... OJ pue
IUlIWJVIQ /l!IIlkI:l "'- Cllllll/'4C ~ 8114 'uOllrlCllJl8!O
Jl8llOdoJc/ 10 p~' EllIS P!lIII OIl1lJOfl:>9!Qo ueU!JA'
8IlI 01 Alp 1181 811110 IlU8 \lllfIIIlWIIUOO JOj uno:J e41
01 PEII*8Id Ill) /11M - 8Ip _ 80fljd cue 8W1!
'~ Sill jQ lIW '1lll!I"'1lllSKl P8SlldoJ.:lID luewe""S
8JIII /D lluflJ 1IljI,., _ WElli!JM r8t;1 ,(l!lJro Aq,''''v I
, : ;~~"';:tlV GI)t"lil)" mm W'Wiefl ttOO~1# ~1 thq flUr.g of this
S;at:,trm3nt of PrO~3'~C Cictritu~fi, ~r.d at ~a daM:L
(i:ns &9\.1 pt&\ce Ihnen the ~ wm be ~ to
t-:~~ C::::-uit tcr c~":.'J::~..'k'",!1cr. ~ ~~ ~.-\; ~ ~~ w ~(;
,:,ittar, o~~.ctiOl'ts m Nid ~d. at PrcpcS&d
:~;etn1');uajen" h!!~ osan given 10 ~ ~ ~W1m2'r&
find iC '/y',;e'!'j cth$l" ~ mown eo Ihe lWcc::a:r.want tf;:
h~vG fJi( ~jm;!li ~ mtha 8~ _Cl'~,
0>,inefi(';;l!:l.,\'. I"M~if c'f n~ of len.
. ~ ,::;,;:,~y r,,' ;;;;.r.!i:' t:lHi\~ was Ir~iUOOd with tile rvOtiCG'
.~""-:'~-, /' 1,-~<'.7
'I" -
"I:l f;Il "i"i
Cl .., =- :!; i: l:j'
'C oc '"
0 "I:l~~=~ i
'"
'" ... ~e:!~e:Q.
CIl '< Q.
'. Q. =
0 "Tl f;Il ~':!=' t""..,lr~
c: .... ::D '"
5' 0 m =-
:JJ -< ... ~("Ja.!jj.'1 e:.
I z ~ ~.~~g~~
., m Qo
::> -< -
0 U> -i ...
< :i> ~ . ...:!;... '" ...
~ -;< r t::i:L =ig
(!? r m t::i ...~.......
~ -< t":I ~O .=
CD .. ttl ~ Ioott ~
'"
~ .... eJ("J:;'i:l:l~~
'1
.. p.g~~~~
=-
c
a. :? ~ ~ ~~
0
= o '"
.....
CD'
CD
"tlO
6~
~ 00'
_CD
j-
.:::!~
~
""
"'0
"'~
in'"
'"
'"
'"
/,t..."..,_
'1,','/ '--"'1'/
./ ;'rl-_'~
'!ll'l 10 JXSll ;0 11$4
i AJ"'!O!j9USQ 'JOI!P'"i:J "'" ~ El4l LI! lliGJlillUl
ua W!l;;f:J JO ""'"4 0\ ~ 3lIl C4 UMOUlj
.:X:;":9C .;z:.;~~ L~,",e ~ ;:u-~ ~.R-l~ ~ AJene
0\ U"M.1l ueaq *,t, 'IMI'~ PIllS C4 SUOWlG!qo
"BllPM "IU 01 AIS!lI*l ""II jO ;llR UC!IIlW;gllOO ~
)Jno:) ~ 01 P"'!Uelle11d ~ IllM - IiqlIllll1M
e:)~ :;u'S St!J~ 'Olep Sqi to pua ~ stlA
;f'. 5M~!!~ .\?Hl ~0 'V')W)lll).q;~.\pM ~atn ,tmJoo AqaJGl4 1
,
"
,...:.......,.
~ s.:::;; i~
'; fl), 1.;. I'
<-~C::'::l(j
~(.':__ ~ ~. fl~: \f
c-+_'" ".' '0 ,~
\:0 g', [~(;;
~ (-- ~ ~'O
\,::; -
"'-''-'-
...-cr
,- ,.
-- j.,
r~,:
-;,_.--._~, ... --"
~ -.
~U
,~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'1'-" "c;rr,,-,,- _ NOTICE OF INHERITANCE TAX
BUREAU OF lNOIVIIllIAL mtaA ,Uc:U Ui~FI(;,L ~RAISEHENT, ALLOIIANCE OR DlSALLOIIANCE
lIHRlTlMCE TAX 01V1$1111 '.. -'OF DEDUCTIONS AND ASSESSI1ENT OF TAX
PO BOX 2l!1D601
HARRISBURG PA 17128-0601
'*
REV-l$47 EX AFP (D3-GSl
r',.,"'"
~< <."
.. -
,'). 02
.~
DATE
ESTATE OF
DATE OF DEATH
FILE NU"'ER
COUNTY
ACN
04-Z5-2005
SHUGHART
07-18-2004
Zl 04-0718
CUMBERLAND
101
AIIo..,t R..ittllCl
RUTH
A
STEPHEN Dell fEV
FREY 8 TI LEY
5 S HANOVER 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 .....
tllV-"1'!I:"'!f.m.m:W'.'trtJtm.!Ir.tr'fflrf~M!r.m.l""'lmM!lf:.'lrCt!l\l'D!!r.Mt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHUGHART RUTH A FILE NO. 21 04-0718 ACN 101 DATE :04-25-2005
TAX RETURN liAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISU VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. 1..1 Est.t. (Schedul. A)
2. Stocks _ _. I_I. B)
3. Clos.ly Held stock/Partnership Inter.st (Schedule CJ
'I. Hort_sINot.s _.1_1. I_I. D)
5. c..wB_ hposib/Hlsc. P...__l p.......rty IS_dul. EJ
6. JOintly Owned P.......rty I_I. F)
7. Tr....f...s ISchsdula II)
8. Tot.l As_ts
I ) CHANllED
III
(2)
(5)
1'1)
(5)
(6)
(7)
.00
.00
.00
.00
79.068.00
.00
.00
(8)
,
i
NOTE: T~ insure prope,..
erectl t ~o your ..count,
_it ~ ""...r portion
of this I fON ..ith your
t... ...~t.
i
,
79,068.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. F""Mll Expen_s/Adll. Costs/Mlsc. Expen_s (Schedule HI (9)
18. Dsbts/Hort_. u"'lbti.s/usns I_I. IJ I1DJ .00
11. Totsl _tions Ill) ~.978 00
12. list V.lus of T... R.turn (12) f3, 090.00
15. ChIIrlt...ls/llo...........t.l _sts; Non-.l.ctllCl 9115 Trusts ISC......l. .J) (15) , .00
1'1. list V.lus of Est.t. S"'jsct to T... 11'1) f3,090.00
NOTE: If an ........nt was issued previou.ly, lines 14. 15 and/or 16. 17. 18 ~d 19 will
r81'lllC't figur.s that include the total D1' ALL returns assessed to date. I
ASSESSMENT OF TAX: !
15. _t of Lins 1'1 .t Spousal rete IlSJ .00 X 00 =
16. _t of Une 1'1 t_l. .t UnssUC1.ss A r.t. (16) 63,090.00 X 045 =
17. _t 01' Line 1'1 .t SlbUng Nt. un .00 X 12 =
18. _t of Line 1'1 t......l. .t Coll.t.r.UCl.ss II ret. (18) .00 X 15 =
19. Prlnclp.l Tsx DuB (19)=
15,978.00
.00
IZ,839.00
i .00
i .00
IZ,839.00
DATE
10-06-2004
_ER
CD004470
INTEREST/PEN PAID I-J
141.95
ANDUNT PAID
3,000.00
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,,141. 95
, 302. 95CR
.00
302.95CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL IllIE IS LESS THAN $1, NO PAYIIENT IS REllUIRED.
IF TOTAL IllIE IS REFLECTED AS A "CREDIT" ICR), YIllI !lAY liE DUE
" REF\IHD. SEE REVERSE SIDE OF THIS FDRIt FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUA~TAXES ~
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-16G1 E~ AFP (03-05)
~l
, .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-06-2005
SHUGHART
07-18-2004
21 04-0718
CUMBERLAND
101
RUTH
A
STEPHEN ,DrILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
Anount R_l tt.d
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, submit the upper portion of this form with your tax pa~.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
...............................................................................................................,
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF SHUGHART RUTH A FILE NO.21 04-0718 ACN 101 DATE 06-06-2005
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BE~OW
IS A SUNHARY OF THE PRINCIPA~ TAX DUE, APP~ICATION OF A~~ PAYNENTS, THE CURRENT BA~ANCE, AND, IF APP~ICAB~E,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-25-2005
PRINCIPAL TAX DUE: 2,839.00
PAYMENTS (TAX CREDITS):
)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-06-2004 CD004470 141.95 3,000.00
05-16-2005 REFUND .00 302.95-
TOTAL TAX CREDIT 2,839.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CA~CU~ATIDN OF ADDITIONA~ INTEREST.
( IF TOTA~ DUE IS ~ESS THAN $1,
NO PA YNENT IS RElIUIRED.
IF TOTA~ DUE IS REF~ECTED AS A "CREDIT" (CRI,
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
TILEY STEPHEN DOUGLAS
FREY & TILEY
5 S HANOVER STREET
CARLISLE, PA 17013-3385
RE: Estate of SHUGHART RUTH A
File Number: 2004-00718
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, 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:
7/18/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberlanci COUTlLY - ~~'-=:l~~---
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
FINKENBINDER MARY B
358 MCALISTER CHURCH ROAD
CARLISLE, PA 17013
RE: Estate of SHUGHART RUTH A
File Number: 2004-00718
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 lS due by:
7/18/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel