HomeMy WebLinkAbout02-0731Register of Wills of Cumberland County, Peninsylvania
PETITION FOR GRANT OF LETTERS
Estate of Richard E. Sharbaugh No. 21-02-731
also known as
,Deceased Social Security No. 166 .Z6-0631
Eric M. Sharbaugh
Petitioner(s), who islare 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioners are the executors nametd in the Last Will of the
Decedent, dated August 10. 1998 and codicil(s) dated N/A
State relevant circumstances, e.p., renundetion, death of exewtor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after e)<ecution of the documents offered for probate;
was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente life; durente absentia; durente minordate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
Decedent, then 72 years of age, died Julv 28 , 2002, at Select Speciality Hospital, East F'ennsboro Township, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property•••••••••••••••••••••••-•••••••••••~•--•••••••••••••• ......................................$ 5.000.000
(If not domiciled in PA) Personal property in Pennsylvania ..................................................................... $
(If not domiciled in PA) Personal property in County ............................................................................... $
Value of real estate in Pennsylvania ............................................................................................................................ $
Total ................................................................................................................... $ 5.000.000
Real Estate situated as follows:
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the
undersigned:
Signature Typed or printed name and residence
v ` ~ ~ ~ ~- ~ ~ Eric M. Sharbaugh, 207 Berkley Drive, Mechanicsburg, PA 17050
Fonn RW-1 Pape 1 of 2 (Dauphin County) ~ Rev. 9/92
440503.1
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at
724 Allenview Drive Mechanicsburg Upper Allen Township Pennsvlvania _
(list street, number end municipality)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this 15th day of
AUGUST
2002
~zceJ/¢C//IS~~Zu~.
No.
21-02-731
Estate of RICHARD E SHARBAUGH
Social Security No: 166-26-0631
$ 25.00
Deceased
AND NOW, AUGUST 15 , 2002, in consideration of the Petition on the reverse
side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters X Testamentary ^ of Administration
tl.b.n.c.t.; pendente lile; duranto absentia, durance minodlate
are hereby granted to ERIC M SHARBAUGH
in the above estate and that the instrument(s) dated AUGUST lo, 1998
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........................ .
Register of Wills ~~ ,
Short Certificate(s)......
Renunciation ...............
Affidavit ( ) ................
Extra Pages ( ).........
Codicil .........................
JCP Fee .......................
l n ve nto ry .................... .
Other ...........................
.... $ 15.00
... $
,,, $ 2G.00
$ 5.00 Attorney:
$ I.D. No:
$ Address:
TOTAL ................
~~~;-~~~ 1_,1., ~ ~C,~~._._
ERIC M. SHARBAUGH
Date of Death: 07-28-2002
$ 69.00 Telephone:
Form RW-1 Page 2 of 2 (Dauphin County) -Rev. 9/92
• ~,: ene nF.• „ o,.
This is to certifti that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for Permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, X2.00
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Hav ve7 COMMONWEALTH Uf PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECOFIDS
CERTIFICATE OF DEATH
S rATE f 4E NUMBER
~ ~ SE% SIrCIAL SECURITY NUMi3ER DATE OF DEATH ,MCnm. C>ay roar) I
NAME OF DECEDENT {Full MiWle.:aml
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July 28
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Eric Sharbaugh gas
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DATE OF DISPOSITION
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August 10, 1998
LAST WILL
OF
RICHARD E. SHARBAUGH
I, RICHARD E. SHARBAUGH, of Mechanicsburg, ~~umberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking any and all prior Wills and
Codicils thereto by me at anytime heretofore made.
], , FAMTT,Y
l.l. Identification of Family. I have four natural born
children (as herein defined): RICHARD D. SHARBAUGH, ERIC
M. SHARBAUGH, NANCIE TANNER and SUSAN SHARBAUGH.
1.2 Definition of Family Terms. As used in this Will, the
terms "my child" or "my children" :refers to all my
natural children and specifically excludes any step
children. As used in this Will, the tE~rm "issue" refers
to all lineal descendants of the indic~~ted person of all
generations, with the relationship of parent and child. at
each generation determined by the=_ definition of
"children" set forth in this paragrapri.
2. PAYMENT OF BURIAL EXPENSES AND DEBTS.
2.1 Description of Expenses and Debts. I authorize my
executor to pay all the expenses of (1) a funeral or
memorial service; (2) the interment of my remains,
including the costs of a gravesite, if :necessary; and (3)
the installation and inscription of a suitable marker at,
and perpetual care of, the gravesite. I further direct
my executor to pay all of my debts that my executor in
his or her sole discretion may allow as claims against my
estate.
3. D=SPOSITION OF TANGIBLE PER ONAr. PROPERTY. I give all of my
tangible personal property of every kind and description,
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August 10, 1998
including, but not limited to, books, pictures, clothing, articles
of household or personal use or adornment, hou:~ehold furnishings
and effects, and automotive vehicles and their accessories, but
excluding any money, evidences of indebtedness, documents of title,
and securities and property used in connection ~Nith the operation
of any trade or business, to my children who survive me and direct
my executor to divide my tangible personal property into two parts.
The first part shall contain all items that my executor determines,
to be of no present or future value or use to my children. The
second part shall contain the balance of the property. My executor
shall dispose of the first part by sale, abandonment, destruction,
or gift to any charity or person. The proceeds of any sale shall
be added to my residuary estate. All property :gin the second part
I give to my children who survive me, in substantially equal
shares, to be divided among them as they shall agree. If no
agreement is reached within (60) days after my death, all property
in the second part shall be divided among all mgr children in such
manner as my executor shall direct. The decision of my executor
shall be conclusive and binding on all persons interested in my
estate.
Any item of personalty passing to a minor under this Section
3.2 may be delivered to the minor or to any pers~~n to hold for the
minor, as my Executor thinks advisable, and the receipt of any such
persons, including the minor, shall constitute a full and complete
discharge to my Executor.
4. DISPOSITION OF RESIDUARY ESTATE. I leave all the rest,
residue and remainder of the property that I own at the time of my
death, both real and personal, and of every kind and description,
wherever situate, to which I may be legally or Equitably entitled
at the time of my death (my "residuary estate") :gin equal shares to
my children who survive me, PROVIDED THAT, if any of my children
shall predecease me, then I leave the share of teat deceased child
to my then living children, in equal shares; anti FURTHER PROVIDED
THAT if all of my children shall predecease me, then I leave the
remainder of my estate my children's living issue, per stirpes.
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August 10, 1998
5. POWERS OF ADMINISTRATION.
5.1 errant of Powers. My executor, in the administration
of my estate, shall have the powers arZd authorities set
forth in this Paragraph 5. These powers and authorities
may be exercised by my executor ir1 their sole and
absolute discretion, without the permission or order of
any court. These powers shall be supplementary to those
conferred by law, including, but not limited to, those
set forth in Title 20, Chapter 33, ofd the Pennsylvania
Consolidated Statutes.
5.2 Retention of Assets. My executor shall have the power to
retain any or all property of my estate or trust, however
received and acquired, for so long as they deem
appropriate. This power may be exercised even though the
property may not be of the type authorized by law for
investment, and even though the rete~ztion may leave a
disproportionately large amount of the value of my estate
invested in one type of property.
5.3 Transfer of Assets. My executor shall have the power to
sell, transfer, and convey any property, of whatever
nature, including real property, and wherever situated,
that I may own at the time of my death, or that may come
into my estate or into the trust corpus at or after my
death. The sale, transfer, or conveyance may be by
public or private sale, at such time, on such terms and
conditions, including selling price artd credit, in such
manner, and for any reason that my fiduciaries deem
appropriate, including, but not limited to, the purpose
of obtaining net proceeds to be distributed to my
residuary beneficiaries.
5.4 Investment. My executor shall have tY~e power to invest
and reinvest any property in my estate or in the trust
corpus in preferred and common stoc}~:s, bonds, notes,
common trust funds (including any managed by any
corporate fiduciary), interests in investments, trusts,
mutual funds, leases, mortgages on ~~roperty wherever
located, and, generally, in any property and in
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August 10, 1998
proportions of property as my executor deems advisable,
even though the investments are not oi= the character or
proportions authorized by applicable law for the
investment of the funds.
5.5 Power to Borrow. My executor shall have the power to
borrow money for any purpose, for any periods of time,
and on any terms and conditions as trtey deem advisable
(including the power to borrow fr~~m any corporate
fiduciary), and to pledge, mortgage, or otherwise
encumber any property in my estate to secure repayment of
any loan, as well as the power to rer.~ew existing loans
either as maker or endorser.
5.6 Power to Hold Proper ~s in Nominee Fc2~m. My executor
shall have the power to hold any prope:rty in the name of
a nominee or in bearer form.
5.7 DistribLtion in Cash or in Kind. My e:~ecutor shall have
the power to make distributions in cash or in kind, or
partly in cash, in divided or undivided interests, as
amended, or other applicable law, and i~o determine which
assets shall be sold and which shall be distributed in
kind, without notice to or consent by any beneficiary.
5.8 pistribution to Minors and Person Under Disability. My
executor shall have the power to make distributions or
payments to or for the benefit of any ~~eneficiary who is
a minor, an incompetent, or who i:~ the executor's
judgment is incapacitated. The distributions or payments
shall be made in any one or more of tree following ways:
(1) directly to the beneficiary; (2) directly to the
creditor in payment of the debts or expenses of the
beneficiary; (3) to the guardian of thE~ person or estate
of the beneficiary; (4) to any custodial parent of a
minor beneficiary; (5) to a custodian f~~r the beneficiary
under any law related to gifts to minors, including to my
fiduciaries in that capacity; or (6) to any other person
who shall have the care and custody of the person of the
beneficiary. There shall be no duty to see to the
application of funds so paid, provided due care was
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August 10, 1998
exercised in the selection of the person to whom the
funds were paid, and the receipt of tie person shall be
full acquittance of the executor.
5.9 Continuation or Licxuidation of Business. My executor
shall have the power to continue or to permit the
continuation of any business, incorporated or
unincorporated, in which I may have arty interest at the
time of my death for any period of time, or to liquidate
the business on any terms as they deem appropriate. This
power includes, but is not limited to (1) the power to
invest additional sums in any business, even to the
extent that my estate may be invested largely or entirely
in the business, without liability for any loss resulting
from lack of diversification; (2) the ~~ower to act as or
to select other persons to act as directors, officers, or
employees of any business, to be compensated without
regard to being a fiduciary under this Will; and (3) the
power to make any other arrangements in regard to any
business as my executor shall deem proper.
5.10 Employment of Agents. My executor shill have the power
to employ and pay the compensation of any and all
attorneys, agents, custodians, ~~ttorneys-in-fact,
experts, investment counsel, accountants, bookkeepers, or
other agents or providers of services as my executor
deems advisable in the administration of my estate.
5.11 Commissions. My executor shall have the power to take
reasonable commissions on account at airy time during the
administration of my estate without tree approval of any
beneficiary or of the court, but subject to allowance or
disallowance on the settlement of the final accounts of
my executor.
5.12 Third Party Reliance. No person or corporation dealing
with my executor shall be required. to see to the
application of any property paid or delivered to my
executor, or to inquire into either th.e authority of my
executor to enter into any transaction or the expediency
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August 10, 1998
or propriety of any transaction entered into by my executor.
6. PAYMENT OF DEATH TAXES.
6.1 Payment of Estate Taxes. I direct that all federal and
Pennsylvania estate taxes payable as a result of taxes
assessed on property passing under this Will shall be
paid from my residuary estate as a part of the expenses
of the administration of the estate.
6.2 Inheritance Tax. I direct that the Pennsylvania
inheritance taxes payable as a result of my death,
limited to taxes assessed on property passing under this
Will, shall be paid out of my residuary estate and shall
not be deducted or collected from any beneficiary under
this Will or other transferee.
7. EXECUTOR.
7.1 BRAointment. I name, constitute, and appoint my son,
ERIC M. SHARBAUGH, as executor of my ~=state. If my son
shall not survive me, shall not serve ass executor for any
reason, or shall cease to serve as executor for any
reason after appointment my son, RICHARD D. SHARBAUGH
shall act as executor in his place.
7.2 Bond Not Required. None of the individuals named in
Section 7.1 shall be required to furn:ish a bond for the
faithful performance of his or her dui~ies as executor.
8. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH. For the purposes
of this Will, in determining whether a person rtas survived me or
another person, a person shall not be deemed to have survived me or
another person if he or she dies within sixty (60) days of my death
or of the death of the other person.
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August 10, 1998
9. LIABILITY OF EXECiJTOR.
9.1 Liability Limited to Actual Fraud or Willful Misconduct.
My executor shall not at any time be .Liable for mistake
of law or of fact, or both law and fact, or errors of
judgment, nor for any loss coming t~a any beneficiary
under this Will, or to any other persons, except through
actual fraud or willful misconduct o~z the part of the
executor. My executor may, from time to time, consult
with counsel with respect to the mean:~ng, construction,
and operation of this Will, particularly with respect to
the appointments, allocations, and disbursements, and
may act on the advice of counse7_ in all matters
without incurring liability on account of his or her
actions.
1Q, TN'TF.RPRETATTC)N,
10.2 Successors of Fiduciaries. All pronou~zs referring to an
executor and the term "executor" shall be construed to
mean any person acting as my executor, co-executor, or
administrator, as the case may be.
10.3 Number and Gender. If required by the context of this
Will, singular language shall be construed as plural,
plural language shall be construed as singular, and the
gender of personal pronouns shall be construed as either
masculine, feminine, or neuter.
10.4 Headincrs. All headings used in this Will to describe the
contents of each article, paragraph, or other division
are provided for convenience only ~tnd shall not be
construed to be a part of this Will.
10.5 Governing Law. This Will shall be construed in
conformity with the law of the Commonwealth of
Pennsylvania.
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f~ontoffice~willslsharbaugh.ric
August 10, 1998
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of eight (8)
typewritten pages, the first seven (7) of which bear my si n~ture
in the margin for the purpose of identification, this ~ day
of August, 199$. '~
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'RICHARD ~~. S RBALJ TESTATOR
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Signed, sealed, published and declared bit the above-named
Testator, RICHARD E. SHARBAUGH, as and for h:is Last Will and
Testament, in the sight and presence of us, who, <~t his request, in
his sight and presence and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
~~
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Address 3-~ ~ ~~
170 ~~
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August 10, 1998
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, RICHARD E. SHARBAUGH, THE TESTATOR, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED AC".CORDING TO LAW, DO
HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST
WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS
MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED.
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE'. ME BY RICHARD E.
SHARBAUGH, THE TESTATOR THIS ~ DAY OF AUGUST, 1998.
,~~
R~ch,,aFd E. 3harb,$ug]h, T~stator
Notary Public
Notarial Seal
COMMONWEALTH OF PENNSYLVANIA ) Deborah L. Brenneman, Notary Public
S S . Camp Hill Boro, Cumberland County
My Commission Expires June 18, 2002
COUNTY OF CUMBERLAND ) r~~par p~~ypr~~ q~lat;on of Notaries
WE ~ ~i~--~sX,.` ~ C`~::/~C'c~.. AND ~d~-l.r'Y~,2~~y ~~_Q'~r~~ THE
WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, EING DULY
QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW
THE AFORESAID TESTATOR SIGN AND EXECUTE THE INSTRUME:[~T AS HIS LAST WILL
AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS
FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF
US IN THE HEARING AND SIGHT OF THE TESTATOR SIGNED THF; WILL AS WITNESSES;
AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME
EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT
OR UNDUE INFLUENCE.
SWORN OR AFFIRMED TO AND SUBSCRIBED TO BE ORE 1KE, THIS Cam.
DAY OF AUGUST, 1998. ;'
~..._
f
~CG~~- .
Witn s
~_ ~., .
r ~
Wit // ~_ ~__ U
Notary Public
Notarial Seal
Deborah L. Brenneman, Notary Public
H:\OFFICE\WPWIN\WILLS\SHARBAUG.RIC 9 Cemp FIItI Boro, Cumberland County
My Comrnleslon Expires June 18, 2002
Member, Pettrteylvania Association of Notaries
REV -1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2002 0731
COUNTVCOOE VEAR NUM8ER
DECEDENT'S NAME (LAST, FIRST, AND MIDDUE INITIAL) SOCIAL SECURITY NUMBER
Sharbaugh Richard E 166-26-0631
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
07/28/2002 03/06/1930 WITH THE REGISTER OF WILLS
(IF APPLICABUE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
- -
3. Remainder Return
CHECK r O'iginal Return ~' Supplemental Return 8 (date of death prior to 12-13-82)
APPRO- 4. Umi1ed Estate 40. Future Inter8.t Compromise 5. Federal Estate Tax Return Required
~at.Ofdeath.ft.r 12-12-82)
PRIATE 6. Oecedenl Died Teslate 7. IItcedenl Maintained a Living TrLlsl 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) ~ttach a copy of Trus~
BLOCKS 9. Litigation Proceeds Received 10. pousal Poverly Credl idllte of death between 0 11. Election 10 lax under Sec. B113(A}
12-31-91 and 1.1-95) (Attach Sch 0)
~'tilJ$_IQ$MQ$l\.lt,~IItt~'~~j_~i~j(~.~_"u)"P!\ijl$'t.toi
NAME COMPUETE MAILING ADDRESS
COR- Eric M. Sharbauah 207 Berkley Drive
RE- FIRM NAME (If Applicable) Mechanicsburg, PA 17050
SPON
DENT
TEUEPHONE NUMBER
- -
_J'cO c:::i OFFI~~SE ONLY
1. Real Estate (Schedule A) (1) ~ ~20o
v..' I::, '0
2. Stocks and Bonds (Schedule B) (2) 8>: 00
3. Closely Held Corporation, Partnership or Sol.~ProprlelorshIP (3) iO.OO ;;::: c
;0
4. Mortgages & Notes Receivable (Schedule D) (4) ,p.OO '...'
N
5, Cash, Bank Deposits & Miscellaneous Personal (Xl
Properly (Schedule E) (5) 15,939.00 :g
6. Jointly Owned Properly (Schedule F) "J U'i
0 Separate Billing Requested (6) :;:;1:00 (...j
N
RECA-
PITULA- 7. Inter - Vivos Transfers & Miscellaneous
TION Non - Probate Properly (Schedule G or L) (7) 48,899.19
8. Total Gross Assets (total Unes 1-7) (8) 64,838.19
9. Funeral Expenses & Adminis1rative Costs ~&hedul. H} (9) 9,090.00
10. Oebt. of Decedent, Mortgage Llabilltl.., & Liens (Scheduler) (10) 422.00
11. Total Deductions (total Unes 9 & 10) (11) 9,512.00
12. Net Value of Estate' (Une 8 minus Un. 11) (12) 55,326.19
13. Charitable and Governmental BequestS/Sec 9113 Trusts for which an election to tax (13) 0.00
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 55,326.19
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable.! the spousal tax
rale, or transters under Sec. 9116 (aX1.:2) 0.00 X .0 0 (15) 0.00
TAX 16. Amount of Line 14 laxabllil allln.al rale 55,326.19 X .0 0.045 (16) 2,489.68
COMPU- 17. Amount of Line 14 taxable at.iblingrat. 0.00 X .12 (17) 0.00
TATION lB. Amount of Line 14 taxable.! collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 2,489.68
20. 0 !~:H!!!$)llidU_8.ili\l1_Xi~i.~~~!
.........".. ,'''n.''
17-8/- I;?
( c...
q;,;t;;;t\}'))\;{~:?"#1tliiIMi!i!Be'1iQ;iitl$!~eliUii$l~~Q8~l~g;BAlill!(Ml!itliiii#iN?iWi1liHi?nnt
:.:.:.,.:.::'::::'::::"'"
,",.,..:.:
........,....:.:.;.:.:.;.:.:';.;.:,.:.:.:
o PA 15001
NTF 29755
Copyrlgh12000 GreaUAnd/Nelco LP - Forms Software Only
REV-1508 EX + (1-97)
COMMONWEALTH CF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard E. Sharbaugh 21 2002 0731
Include proce$ds of litigation & date proceed!!l Wefe ree.I~.~ by the estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE CF DEATH
11. Automobile
Valued per proceeds of sale
SCHEDULE E
CASH. BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
2,500.00
2
Income Tax Refund for 2002
1,498.00
3
Insurance refund
92.00
4
PSECU Accounts
10,874.00
5
Household and personal
articles
Valued per sale proceeds
975.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insen additional sheets of the same size)
15,939.00
9 PA 15081 NTF 10875
Copyrlghl1999 Greattand/Neleo LP - Forms Software Only
REV-1S10 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard E. Sharbaugh
FILE NUMBER
21 2002
0731
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV -1500 COVER SHEET is yes.
ITEM
NO.
11.
DESCRIPTION Of PROPERTY
INCLUDE NAME Of THE TRANSFEREE, THEIR
RELATIONSHIP TO DECO & DATE OF TRANSFER.
ATTACH COPY OF THE DEED FOR REAL ESTATE.
Commonwealth of pennsylvania,
Deferred Compensation account
Beneficiaries: Decedent's
children, in equal sharesi
Richard D. Sharbaugh; Eric M.
Sharbaugh; Nancie Richards;
and Susan M. Sharbaugh.
20,449.00
DATE Of DEATH
VALUE OF ASSET
2
Primerica/PFS Investments
Rollover IRA account
Beneficiary: Decedent's son,
Eric M. Sharbaugh.
Valuation of account follows
this page.
28,450.19
%OF
DECO'S
INTEREST
100.000
100.000
EXCLUSION
(IF APPLICABLE)
0.00
0.00
9 PA15101
NTF 10877
TOTAL (Also enter on line 7, Recapilulalion) $
(If more space is needed, insert additional sheets of the same size)
Cop'jf\gh\ 1Q99 Gr...tland!Ne\coLP - Forms Software Only
TAXABLE VALUE
20,449.00
28,450.19
48,899.19
gstate Valuation
Date of Death:
Valuation Date:
Processing Date:
07/28/2002
07/28/2002
04/23/2003
Estate of:
Shares
or Par
Security
Description
High/Ask
Low/Bid
Estate of Richard Sharbaugh
Account: Prime rica
Report Type: Date of Death
Number of Securities: 1
File 10: Sharbaugh, Richard
Mean and/or Div and Int Security
Adjustments Accruals Value
11
2748.811 CONCERT INVT SER (202668885; GRIBX)
GR~ Ii. INCH 8
NASDAQ
07/26/2002
10.35000 Bid
10.350000
28,450.19
Total Value
Total Accrual
Total $28,450.19
$28,450.19
$0.00
page 1
This report was produced with E$tateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.11
REV-1511EX+ (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH cY PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard E. Sharbaugh
FILE NUMBER
21 2002
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
,.
1 Funeral and burial expenses
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Represen1a1ive(s)
Social Securily Number(s)/EIN No. of Personal Represenlative(s)
Slreet Address
Cily Stale
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees
Family exemptiOn: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cily
Relationship of Claimant 10 Decedent
Slale
Zip
4.
Probale Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 Automobile repair in
preparation for sale
2 Legal advertising
3
Register of Wills, filing fee
for PA Inheritance Tax return
and Inventory
0731
AMOUNT
7,050.00
1,500.00
158.00
189.00
165.00
28.00
TOTAL (Also enler on line 9, Recapilulation) $
(If more space is needed, insen additional sheets of the same size)
9 PA15111 NTF 10878
Copyrlg"11999 Gr...tland/Nelco LP # Forms Software Only
9,090.00
REV -1512 EX + (1-97)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard E. Sharbaugh
Include unreimbursed medical expenses.
ITEM
NO.
1.
1 Miscellaneous household
expenses
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 2002 0731
DESCRIPTION
AMOUNT
422.00
9 PA 15121
NTF 10814
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheetS of the same size)
422.00
CopyrlSh11SS9 GreallandlNeteo LP - Forms Software Only
REV-1513 EX+ (9-00)
COMMONWEALTH CF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARI ES
FI LE NUMBER
Richard E. Sharbaugh
21
2002
0731
NUMBER NAME AND ADDRESS CF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTiONS [include ou1ri9ht spousal distributions, and
1ransfers under Sec. 9116 <aJ (1.2)]
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Ust Trustee(s) CF ESTATE
1 1. ~ancie Richards
~10 N. Harper Drive
os Angeles, CA 90048
ne-quarter share of
~eferred com. acct.
5,112.25
Jne-quarter residue,
984.33
Daughter
6,096.58
~otal from continuation pages
46,739.93
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV -1500 COVER SHEET
II NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -- ENTER TOTAL NON- TAXABLE DISTRIBS. ON LINE 13 CF REV-15OO COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
0.00
o PA 15131
NTF 33293
Copyrighl2000 Greattand/Nelco LP - Forms Software Only
Schedule J part 1 (Page 2)
Estate of: Richard E. Sharbaugh
Item
No. Description
Relation
Amount
2 Eric M. Sharbaugh
207 Berkley Drive
Mechanicsburg, PA 17050
Entire proceeds of
Primerica IRA, $28,450.19
One-quarter share of
deferred compo acct. ,
$5,112.25
One-quarter residue,
$984.33 Son 34,546.77
3 Richard D. Sharbaugh
4119 Fawn Drive Apt. J
Harrisburg, PA 17112
One-quarter share of
deferred compo acct.
$5,112.25
One-quarter residue
$984.33 Son 6,096.58
4 Susan Sharbaugh
4119 Fawn Drive Apt. J
Harrisburg, PA 17112
One-quarter share of
deferred compo acct.
$5,112.25
One-quarter residue,
$984.33 Daughter 6 , 096 .58
Total (Carry forward to main schedule)
0.00
Register of Wills of CUMBERLAND County, pennsylva
Certificate of Grant of Letters
No. 2002-00731 FA No. 21-02-0731
ESTATE OF SHARBAUGH RICHARD E
\LA~l, ~L~~~I M~UUL~)
Late of
UPPER ALLEN TOWNSHIP
LuM~~K~U ~UU~lX,
Decease!d
Social Security No.
day of August
166-26-0631
m1EREAS, on the 15th
dated August loth 1998
was admitted to probate as the last will of SHARBAUGH RICHARD E
(L.Abl, t!'J.I(:=i.!, lYll.uu.w~)
late of UPPER ALLEN TOWNSHIP CUMBERLAND County, who died on the
28th day of July ~ and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I. MARY C. LEWIS , Register of Wills in and for
the County of CtJMBERLANP in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to SHARBAUGH ERIC M
who pas duly qualified as Executcr(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIh.
IN TESTIMONY WHEREOF. I have hereunto set my hand and affixed the seal
of my Office the 15th day of August 2002.
2002 an instrume
~~~~h~
UNOTBU ALL NAMES ABOVE APPEAR. (LAST. FIRST. MIDDLE)
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---
LAST WILL
OF
~(Q)~W
RICHARD E. SHARBAUGH
I, RICHARD E. SHARllAUGH, of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, pubiish and declare this my Last
Will and Testament, hereby revoking any and all prior Wills and
Codicils thereto by me at anytime heretofore made.
1. FAMIL:l!:.
1.1
Identifi.,lltian of Family. I have four natural
children (as herein defined): RICHARD D. SHARBAUGH,
M. SHAIaAUGH, NANCIE TANNER and SUSAN SHARBAUGH.
born
ERIC
1.2 Definition of Family Terms. As used in this Will, the
terms "my child" or "my children" refers to all my
natural children and specifically excludes any step
children. As used in this Will, the term "issue" refers
to all lineal descendants of the indicated person of all
generations, with the relationship of parent and child, at
each generation determined by the definition of
"children'" Set forth in this paragraph.
2. Pll.YMF.W'l' OF Jlt~TJ.T. RXl>F.Nl'I,l!:S AND DEBTS.
2.1 n.....,...ipt;;it>l'I of E'l;psnBeB and Debt,.. I authorize my
executor to pay all the expenses of (1) a funeral or
memorial service; (2) the interment of my remains.
including the costs of a gravesite, if necessary; and (3)
the installation and inscription of a suitable marker at.
and perpetual car.e of, the gravesite. I further direct
my executor to pay all of my debts that my executor in
his or her sole discretion may allow as claims against my
estate.
3. nISPOSITION OF Tll.N~TBLE PF.R~ONAL PROPERTY.
tangible personal property of every kind
I give all of my
and description.
1tJr1f
V aBed
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Augus110.1998
including, but not limited to, books, pictures, clothing, articles
of household or personal use or adornment, household furnishings
and effects, and automotive vehicles and their accessories, but
excluding any money, evidences of indebtedness, documents of title,
and securities and property used in connection with the operation
of any trade or business, to my children who survive me and direct
my executor to divide my tangible personal property into two parts.
The first part shall contain all items that my executor determines,
to be of no present or future value or use to my children. The
second part shall contain the balance of the property. My executor
shall dispose of the first part by sale, abandonment, destruction,
or gift to any charity or person. The proceeds of any sale shall
be added to my residuary estate. All property in the second part
I give to my children who survive me, in substantially equal
shares, to be divided among them as they shall agree. I f no
agreement is reached within (60l days after my death, all property
in the second part shall be divided among all my children in such
manner as my executor shall direct. The decision of my executor
shall be conclusive and binding on all persons interested in my
estate.
Any item of personalty passing to a minor under this Section
3.2 may be delivered to the minor or to any person to hold for the
minor, as my Executor thinks advisable, and the receipt of any such
persons, including the minor, shall constitute a full and complete
discharge to my Exeeutor.
4. DTSPOSITIoN of RR"TOUARY P.STII.TR. I leave all the rest,
residue and remainder of the property that I own at the time of my
death, both real ~nd personal, and of every kind and description,
wherever situate, to which I may be legally or equitably entitled
at the time of my death (my "residuary estate") in equal shares to
my children who survive me, PROVIDED THAT, if any of my children
shall predecease me, then I leave the share of that deceased child
to my then living children, in equal shares; and FURTHER PROVIDED
THAT if all of my children shall predecease me, then I leave the
remainder of my estate my children's living issue, per stirpes.
2
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August 10, 1996
s. E.OWERS ...OF .,p.nMT'NTSTRATTON.
5.1 ClTB"" of Power... My executor, in the administration
of my estate, shall have the powers and authorities set
forth in this Paragraph 5. These powers and authorities
may be exercised by my executor in their sole and
absolute discretion, without the permission or order of
any court. These powers shall be supplementary to those
conferred by law, including, but not limited to, those
set forth in Title 20, Chapter JJ, of the Pennsylvania
Consolidated Statutes.
5.2 Re.t..e.nt1on o~ A......"... My executor shall have the power to
retain any or all property of my estate or trust, however
received and acquired, for so long as they deem
appropriate. This power may be exercised even though the
property may not be of the type authorized by law for
investment, and even though the retention may leave a
disproportionately large amount of the value of my estate
invested in one type of property.
5.3 Tr..n..~..r o~ Assets. My executor shall have the power to
sell, transfer, and convey any property, of whatever
nature, including real property, and wherever situated,
that I may Own at the time of my death, or that may come
into my estate or into the trust corpus at or after my
death. The sale, transfer, or conveyance may be by
public or private sale, at such time, on such terms and
conditions, including selling price and credit, in such
manner, and for any reason that my fiduciaries deem
appropr~ate, including, but not limited to, the purpose
of obtaining net proceeds to be distributed to my
residuary beneficiaries.
5.4 Tnv~.."m."~. My executor shall have the power to invest
and reinvest any property in my estate or in the trust
corpus in preferred and common stocks, bonds, notes,
common trust funds (including any managed by any
corporate fiduciary), interests in investments, trusts,
mut ual funds, leases, mortgages on property wherever
located, and, generally, in any property and in
3
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proportions of property as my executor deems advisable,
even though the investments are not of the character or
proportions authorized by applicable law for the
investment of the funds.
5.S Pow~r ~o Borrow. My executor shall have the power to
borrow money for any purpose, for any periods of time,
and on any terms and conditions as they deem advisable
(including the power to borruw from any corporate
fiduciary), and to pledge, mortgage, or otherwise
encumber any property in my estate to secure repayment of
any loan, as well as the power to renew existing loans
either as maker or endorser.
5.6 Pow..... 100 Hold Prop.r~y in NDll\in.... Form. My executor
shall have the power to hold any property in the name of
a nominee or in bearer form.
5.7 DistrihUIoinn in Cash Dr in rind. My executor shall have
the power to make distributions in cash or in kind, or
partly in cash, in divided or undivided interests, as
amended, or other applicable law, and to determine which
assets shall be sold and which shall be distributed in
kind, without notice to or consent by any beneficiary.
5.S nig~Ti~u~~n" to Mi"nrR_~~n ParRon. '~rl~r n;ARh~lity. My
executor shall have the power to make distributions or
payments to or for the benefit of any beneficiary who is
a minor, an incompetent, or who in the executor's
judgment is incapacitated. The distributions or payments
shall b~ made in anyone or more of the following ways:
(1) directly to the beneficiary; (2) directly to the
crp.ditor in payment of the debts or expenses of the
beneficiary: (3) to the guardian of the person or estate
of the beneficiary; (4) to any custodial parent of a
minor beneficiary; (5) to a custodian for the beneficiary
under any law related to gifts to minors, including to my
fiduciaries in that capacity; or (6) to any other person
who shall have the care and custody of the person of the
beneficiary. There shall be no duty to see to the
applicat.ion of funds so paid, provided due care was
4
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exercised in the selection of the person to whom the
funds were paid, and the receipt of the person shall be
full acquittance of the executor.
5.9 Continuatit'ln or Liq;llida"-i t'ln nf' Bu..in....". My executor
shall have the power to continue Or to permit the
continuation of any business, incorporated or
unincorporated, in which I may have any interest at the
time of my death for any period of time, or to liquidate
the business on any terms as they deem appropriate. This
power includes, but is not limited to (1) the power to
invest additional sums in any business, even to the
extent that my estate may be invested largely or entirely
in the business, wi,thout liability for any loss resulting
from lack of diversification; (2) the power to act as or
to select other persons to act as directors, officers, or
employees of any business, to be compensated without
regard to being a fiduciary under this will; and (3) the
power to make any other arrangements in regard to any
business as my executor shall deem proper.
5.10 ~'nym.n"- of AQ~n~... My executor shall have the power
to employ and pay the compensation of any and all
attorneys, agents, custodians, attorneys-in-fact,
experts, investment counsel, accountants, bookkeepers, or
other agents or providers of services as my executor
deems advisable in the administration of my estate.
5.11 en"""i'"..io..... My executor shall have the power to take
reasonable commissions on account at any time during the
adminis~ration of my estate without the approval of any
beneficiary or ot the court, but subject to allowance or
disallowance on the settlement of the fi.nal accounts of
my executor.
5.12 Th1~d Par~y Rplianee. No person or corporation dealing
with my executor Rhall be required to see to the
application of any property paid or delivered to my
executor, or to inquire into either the authority of my
executor to enter into any transaction or the expediency
5
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or propriety of any transaction entered into by my executor.
6. ~ OF nEATH '1'''Y''S.
6.1 PaymA~t of Kata~~ Taxaa. I direct that all federal and
Pennsylvania estate taxes payable as a result of taxes
assessed on property passing under this Will shall be
paid from my residuary estate as a part of the expenses
of the administration of the estate.
6.2 ~ritan~A Tax. I direct that the Pennsylvania
inheritance taxes payable as a result of my death,
limited to taxes assessed on property passing under this
Will, shall be pai.d out of my residuary estate and shall
not be deducted or collected from any beneficiary under
this Will or other transferee.
7 . EXECUTOR.
7. 1 Appoi .,~"'.~~ . I name, constitute, and appoint my son,
ERZC M. SHARBAUGH, as executor of my estate. If my son
shall not survive me, shall not serve as executor for any
reason, or shall cease to serve as executor for any
reason after appointment my son, IUCHARD D. SHARBAUGH
shall act as executor in his place.
.'
7.2
Sot'lil N'o~ R@q'l'of red.
Sectipn 7.1 shall be
faithful performance
None of the individuals named in
required to furnish a bond for the
of his or her duties as executor.
8. ~RF.SUVPTTnN TN t"AS!I: OF SI~.TANJl:OUS D"''''MI. For the purposes
of this Will, in determining whether a person has survived me or
another person, a person shall not be deemed to have survived me or
another person if he or she dies within sixty (60) days of my death
or of the death of the other person.
Ii
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9. T.1'~'DoTT.T'f'V e1l' ,;!Y1i!~TT"1"QR.
9.1 Lia.hil;~y r.imit':l:I!t't t':n A.~t-:\1#11 1i"T'::Inn t!I'F' Wi11f,., Mig~n"rl1.J~t:_
My executor shall not at any time be liable for mistake
of law or of fact, or both law and fact, or error~ of
judgment, nor for any loss coming to any beneficiary
under this Will, or to any other persons, except through
actual fraud or willful misconduct on the part of the
executor. My executor may, from time to time, consult
wi th counse.l with respect to the meaning, construction,
and operation of this Will, particularly with respect to
the appointments, allocations, and disbursements, and
may act on the advice of counsel in all matters
without incurring liability on account of his or her
actions.
10. TNT~R~R~~~~TnN.
10.:2 Successorsdof.. F.icl.uciaries. All pronouns referring to an
executor and the term "executor" shall be construed to
mean any person acting as my executor, co-executor, or
administrator, as the case may be.
10.3 m.~nAr A"~ GA"dAr. If required by the context of this
Will, sin~ular language shall be construed as plural.
plural language shall be construed as singular, and the
gender of personal pronouns shall be construed as either
masculine, feminine, or neuter.
10.4 He.dinaR. All headings used in this will to describe the
contents of each article, paragraph, or other division
are provided for convenience only and shall not be
construed to be a part of this Will.
10 _ 5 GcJc.e'l"'nof '"fJ T.,...
conformity with
Pennsylvania.
This
the
Will shall
law of the
be construed
Commonwealth
in
of
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IN WITNESS WHEREOF. I have hereunto set my hand and seal to
thia, my Last will and Testament, consisting of eight (a)
typewritten pages. the first seven (7) of which bear my s~n~ture
in the margin for the purpose of identification. this rJ day
of August, 1998.
, TESTATOR
Signed. sealed. pUblished and declared by the above-named
Testator, RICKARD E. SHARBAUGH, as and for his TJast Will and
Testament, in the sight and presence of us, who, at his request, in
his sight and presence and in the sight and presence of each other.
have hereunto subsc~bed our names as witnesses.
L/--lic, .
,
Address
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Cc!-r ,~/?I-(1v( (
c~,J? (;L,y
Address
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COMMO~WEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
I, RICHARD B. SHARBAOGH, THB TESTATOR, WHOSB NAMB IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUAUIFIED ACCORDING TO LAW, DO
HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST
WILL AND TESTAMENT: THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS
MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED.
SWORN OR
SHARBAUGH, THE:
AFFIRMED TO AND" ACKNOWLEDGED BEFORE ME BY RICHARD K.
TESTATOR 'l'HIS kY'"bAY OF AUGUST, 1998.
/'/--/~ ," I ?.--P 'I
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_lIoISooI
COMMONWEALTH OF PENNSYLVANIA =i:~-=
S S . lOy C)omUoIon EliIlIroo JuoO '.. _
COUNTY OF CUMBERLAND ) hi....', "'...."1 "_al_
WE, ~;. , _~ l.-k,C..;J.o'\('C--:' AND 1<.,3.L1l'\A1f C. C ~l\n<<...l1.l.J ,THE
WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, ~G DULY
QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW
THE AFORESAID TESTATO~.SIGN AND EXECUTE THE INSTRUMENT AS HIS LAST WILL
AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS
FREE AND VOLUNTARY ACT FOR THE ~URPOSES THEREIN EXPRESSED; THAT EACH OF
US IN THE HEARING.AND SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES;
AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME
EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT
OR UNDUE INFLUENCE. .
SWORN OR AFFIRMED
DAY OF AUGUST, 1998.
TO AND SUBSCRIBED T~ORE ME, THIS
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JRD/June 30, 1992/17858
AUO '0 2004
In Re: Estate of Richard E. Sharbaugh : ORPHANS' COURT DIVISION
Late of Upper Alien Township : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 2002-0731 : PENNSYLVANIA
:
: NO. 21-2002-0731
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Eric M. Sharbaugh
Counsel for Personal Representative:
Date of Decedent's Death: 07/28/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 08/11/04 ,~,v,~d'~
~d~ F~n'~r Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Estate File
A hearing is scheduled for at in Cou~room No. 3. If the Status Repo~ is filed prior to
the hearing date, the hearing will automatically be c~celled.
George ,~' ~ff~r,;P.J~3: ~ ~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~,. c..~ctv' J[ ~.. ~ ~:l.v' [0 o~o~ r~
Date of Death: "~ ! a~/0 3.
Will No.: )f)0oT- O"~,3 ~ Admin. 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 whether administration of the estate is complete:
Yes¢ No [--~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a.Did the personal representative file a final account with the Court?
Yes _ No [721
b. The separate Orphans' Court No. (if any) for the personal r ' '
epresentat~ve s
account is:
c. Did the personal re_~ resentative state an account informally to the parties
in interest? Yes ~ No FI
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: ~_~O~ Signature~[~{. ~ LL~)
Name
Address ..
Telephone No.
Capacity: ~[Personal Representative
[--] Counsel for personal representative
~I
CERTIFICATE OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Richard E Sharbaugh
Date of Death: July 28,2002
Will No. 2002-00731 Adm. No. 2002-00731
To the Register:
I certify that notice of 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
November 8, 2002.
Name Address
Susan M. Sharbaugh 4119 Fawn Drive Apt J, Harrisburg Pa. 17112
Richard D. Sharbaugh 4119 Fawn Drive Apt. J, Harrisburg Pa. 17112
Nancie Richards 410 N. Harper Drive, Los Angeles, Ca 90048
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE
Date: Nov. 8, 2002 Signature: ~~`~~'~'` r f~
Name: Eric M. Sharbaugh
Address:207 Berkley Dr. iVlech., Pa 17050
Telephone: (717) 697-5358
Capacity: _X_ Personal Representative
Counsel for Personal Representative
2TL366.1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002498
SHARBAUGH ERIC M
207 BERKLEY DRIVE
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: ssN: 166-26-0631
FILE NUMBER: 2102-0731
DECEDENT NAME: SHARBAUGH RICHARD E
DATE OF PAYMENT: 04/28/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/28/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 52,489.68
TOTAL AMOUNT PAID:
REMARKS: ERIC M SHARBAUGH
CHECK#117
SEAL
INITIALS: SK
RECEIVED BY: DONNA M. OTTO
REV-1162 EXI11-961
52,489.68
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 ER ~FP (O1-OS)
DATE 06-03-2003
.
f
,.
ESTATE OF SHARBAUGH RICHARD E
DATE OF DEATH 07-28-2002
FILE NUMBER 21 02-0731
,,,,;~ _,. ..
.~ ~
`
COUNTY CUMBERLAND
°'- '
ERIC M SHARBAUGH ACN 101
207 BERKLEY DR
Anount Remitted
MECHANICSBURG PA 17050
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT H OUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE --------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHARBAUGH RICHARD E FILE N0. 21 02-0731 ACN 101 DATE 06-03-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,939.00 tax payment.
6. Jointly Owned Property (Schedule F) (b) .00
7. Transfers (Schedule G) (7) 48,899.19
8. Total Assets (g) 64, 838.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,090.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 422.00
11. Total Deductions (11) 9.512.00
12. Net Value of Tax Return (12) 55,326.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 55,326.19
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15 . Amount of Line 14 at Spousal rate (15 ) . 0 0 X 0 0 = . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 55,326.19 X 045. 2,489.68
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Anount of Line 14 taxable at Collateral/Class B ra te (181 .00 X 15 - .00
19. Principal Tax Due (19)= 2,489.68
'rev roenrTe.
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
04-28-2003 CD002498 .00 2,489.68
TOTAL TAX CREDIT 2,489.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoynent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate an any such future interest.
PURPOSE OF
NDTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment
of tax (including discount or interest) as shown on this Notice must object within sixty C60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (7171 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return far a Resident
Decedent" (REV-15017 far an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9l months and one (1) day from the data of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date Shawn on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: __ ~~ cln.a~/' ~ ~ - ~ ~~ b ay ~
Date of Death: ~ ~ ~-~ ~~ ~
Will. No.: ~UG~ - ~~3 1 Admin. No.:
Pursuant to Rule 6.12 of the Suprez-ne Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~] No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No ~-
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal re resentative state an account informally to the parties
in interest? Yes '~ No
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerlc of the Orphans' Court
and maybe attached to this report.
Date: ~ ~~ C1~
Signature
,~-, ~.
Name ''
~- S~
1-1 ~ ~, ~c,- . ~,~ 1 Z°0-
Address S N
.; ,
r
`~1 t1 ~~~ ~~~
Telephone No.
Capacity: ~'ersonal Representative
j] Counsel for personal representative
JRD/June 30, 1992/17858
BUG C~ 9 2004
In Re: Estate of Richard E. Sharbaugh
Late of Upper Allen T®wnship
Estate No.: 2002-0731
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2002-0731
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Eric M. Sharbaugh
Counsel for Personal Representative:
Date of Decedent's Death: 07/28/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 08/ 11 /04
Distribution: Personal Representative
Estate File
r AA ( !~
en a Farner Strasbaugh
Clerk of the Orphans' Court
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled.
George E. Hoffer, P.J.:
Apri128, 2003
Re: Estate of Richard E. Sharbauah
Your file No.: 00731 of 2002
VIA HAND DELIVERY
Register of Wills
Cumberland County Courthouse
High and Hanover Streets
Carlisle, PA 17013
Dear Sir or Madam:
Enclosed are the following in connection with the above-captioned Estate:
(1) Pennsylvania Inheritance Tax Return, in duplicate, showing tax due of $2,489.68.
(2) Check in the sum of $2,489.68 payable to Register of Wills, Agent in payment of
tax due.
(3) Inventory.
(4) Check in the amount of $28.00 payable to Register of Wills in payment of your
filing fee.
Very truly yours,
Eric M. Sharbaugh xecutor
a~oia2.i
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Richard E. Sharbauah No. 0731-2002
also known as Date of Death July 28, 2002
Deceased Social Security No. 166-26-0631
I. Eric M. Sharbauah
Personal Representative of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to
the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Eric M. Sharbaug
Dated: ~ \` ~ ~ y "
Fonn RW-7 (Dauphin County -Rev. 9192)
469847.1
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
,.
Richard E. Sharbaugh
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Income Tax Refund for 2002 $ 1,498.00
Insurance refund 92.00
PsECU Accounts 10,874.00
Total Cash 8~ Cash Equivalents
Tangible Personal Properly
Automobile
Valued per proceeds of sale
Household and personal
articles
Valued per sale proceeds
Total Tangible Personal Property
Total Inventory
2,500.00
975.00
12,464.00
3,475.00
$ 15,939.00
Page 1 (1)