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HomeMy WebLinkAbout04-0896Estate of William E. Beyers Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of William E. Beyers also known as , Deceased Social Security No. 200206692 Mary Louise Beyers Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) ] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 4/15/1991 and codicil(s) dated no exceptions named in the Last Will of the State relevant circumstances, e.g., renunciation, death of ex~cutor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.ta., d.b.n.c.ta.: pendente lite, durante absentia;~r~e mino~e) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and wa~ived t~the fo!~g spouse (if any) and heirs: c:~ Name Relationship I Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland residence at 101 South Queen Street, Borough of Shippensbur,qr Cumberland County, PA (list street, number and municipality) Decedent, then 87 years of age, died September 5 , 1997 , at Hershey Medical Center (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal properly ......................................... $ (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 ........................................................... Real Estate situated as follows: _J~_~ ,~/'~ 0_~o} ~-.~.~,,vf_~.,.,a~I ~i $ County, Pennsylvania, with his/her last family or principal Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Mary Louise Beyers, 101 South Queen Street, Shippensbur,g PA 17201 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and afffirm(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 -' .,')t"~ J Mary Louise Beyers~'/'2~ b~ore me this ~L day of ~ DECREE OF REGISTER CUMBERLAND COUN~ Estate of William E. Bevers Deceased No.~l also known as Social Security No: 200206692 Date of Death: 9/5/1997 AND NOW, (~ C-..~-o~z.,-,..~ q 2004 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~ Testamentary O of Administration (c.t.a., d.b,n,c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to Mary Louise Beyers ~? ~- in the above estate and that the instrument(s), if any, dated April 15, 1991 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ~ ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ We 10.00 TOTAL ............................. $(~ L Jl' '010 ~ Attorney: Joel R. Zullinger, Esq. I.D. No: 17516 Address: 14 North Main Street~ Suite 200 Chambersburg, Telephone: 717-264-6029 PA 17201 DATE FILED: RW-7A JRZ:cb - November 19, 1990 LAST WILL AND TESTAMENT I, William E. Eeyers, of 101 South Queen Street, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease expense of the administration of my estate. SECOND part of the I give, devise and bequeath the residue of my~ esta~o~ of~v~ry nature and wherever situate to my wife, Mary Louise Beyers, providing she shall survive me by thirty days. THIRD Should my wife predecease me or die on or before the thirtieth day following my death I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: Page 1 I give and bequeath those items listed on a separate unsigned memorandum which refers to this my will by date to the individuals named therein. In the event that no such memorandum shall be found within thirty days following my death, this bequest shall lapse. The balance of the residue of my estate to my children, namely Mary Ann Rudy, William E. Beyers, Jr., Beverly D. Ryan and Jane A. Beyers, in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to said beneficiary's issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares of my other children. FOURTH In the event that anyone entitled to a share of my estate should be under the age of eighteen years at the time for distribution to him or her, I constitute and appoint Orrstown Bank, Orrstown,. Pennsylvania, guardian of any property which passes either under this will or otherwise to said minor. Said guardian shall in the guardian's sole discretion and without order of court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, comfort, medical care, recreation, support and education, without responsibility to the Page 2 minor or to any person taking care of the minor; and the remaining balance in the hands of said guardian shall be distributed to said minor when he or she attains the age of eighteen years. If such minor dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of his or her funeral expenses and the remaining balance in the hands of said guardian shall be distributed to his or her personal representative. In the event the funds held by the guardian for any minor become in the opinion of the guardian too small for proper and efficient administration, the guardian, in the guardian's sole discretion, may deposit such funds in a savings account in the name of the minor. FIFTH Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any Page 3 principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. Go To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. SIXTH I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SEVENTH The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation; and the principal and income shall be paid by the trustee or guardian direct to or for the use of the beneficiary entitled Page 4 thereto, without regard to any assignment, order, attachment or claim whatever. EIGHTH I appoint my wife, Mary Louise Beyers, as executrix of this my will. Should my wife predecease me, fail to qualify or cease to act, I appoint my children, Mary Ann Rudy, William E. Beyers, Jr., Beverly D. Ryan and Jane A. Beyers, as co-executors of this my will. No bond jurisdiction. NINTH shall be required of any fiduciary hereunder in any TENTH As at the time I have executed this will I have loaned my son, William E. Beyers, the sum of $28,000.00 without interest and my daughter, Jane A. Beyers, the sum of $25,000.00 without interest. In the event all or a portion of the above-referenced loans have not been repaid at the time of my death, I direct my executor to deduct from the share of my said child under this will the amount of the outstanding loan. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of seven typewritten pages, Page 5 the first five of which bear my signature purpose of identification this in the margin for the day of (SEAL) Signed, sealed, published and declared by the above-named testator, as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses. We, William E. Beyers, ~7~/ ~. ~,~//z~f , the testator and the witnesses, - d respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly (or directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and to the best of their knowledge, Page 6 the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~Witness Subscribed, sworn to and acknowledged before me by the above-named testator and subscribed and sworn to before by the above-named witnesses this I~ day of ~-,'1 ,~, 19._q~ NOTARIAL SEAL HAMILTON C. DAVIS, Notary Public North Newt(m Twp., Cumberland Co., Pa My Commif, sion Expires Sept. 22, 1992 Page 7 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 ZULLINGER JOEL R 14 NORTH MAIN STREET,SUITE 200 CHAMBERSBURG, PA 17201 RE: Estate of BEYERS WILLIAM E File Number: 2004-00896 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. 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 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.6, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/14/2005 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 BEYERS MARY LOUISE 101 SOUTH QUEEN STREET SHIPPENSBURG, PA 17257 RE: Estate of BEYERS WILLIAM E File Number: 2004-00896 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. 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 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.6, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/14/2005 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, ~~A FARNER ~ Clerk of the Orphans' Court Estate of William E. Beyers Register of Wills of Cumberland County CERTIFICATION OF NOTICE UNDER RULE 5.6/al Name of Decedent: William E. Bevers Date of Death: 9/5/1997 Will No. Admin. No. 21-04-0896 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 1/27/2005 Name Address Mary Louise Beyers 101 South Queen Street Shiooensbura PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: no exceotions Date: 1/27/2005 ~- 't/rp<"7f" SI n ure Name: Joel R. Zullinoer N ("') Address: 14 North Main Street Suite 200 Chambersbura PA 17201 (''-, Telephone(264) - 6029 (") Capacity: Personal Representative Counsel for Personal Representative .J'- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (71 7 ) 240 - 6345 Date: 8/15/2005 ZULLINGER JOEL R 14 NORTH MAIN STREET,SUITE 200 CHAMBERS BURG , PA 17201 RE: Estate of BEYERS WILLIAM E File Number: 2004-00896 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 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: 9/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ REGISTER OF WILLS ' ! cc: File Personal Representative(s) Judge uf , <. ' u_: c- E; (U_ - Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: William E. Beyers Date of Death: 9/5/97 Estate No.: 21-04-0896 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 0 No ~ 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 10/2005 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 9/2/05 ~f~<<! S gn ture UJ Joel R. Zullinger Name 14 N. Main Street, Suite 200 Chambersburg, FA 17201 Address , ...~., w _, " c. t'-"; I, (717) 264-6029 Telephone No. Capacity: 0 Personal Representative .G1 Counsel for personal representative eP .i LA W OFFICES OF ZULLINGER - DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, P A 17201 717-264-6029 Fax: 717-264-1884 zulngrlaw@earthlink.net Dale F. Shughart, Jr. of counsel HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 717-532-5713 Fax: 717-530-5222 hamiltondavislaw@comcast.net February 22,2006 Cumberland County Register of Wills Cumberland County Courthouse Carlisle, P A 17013 Dear Register: RE: Estate of William E. Beyers File No. 21-04-0896 Enclosed for filing in your office is an original and one copy of the P A Inheritance Tax Return for the above estate along with check in the amount of $15.00 for filing fee. If you have any questions, please contact my Chambers burg office. Thank you. ~r:;~~~ CJI R. Zej () U Ends. r-,~) ---J -I"'"} r',J .. REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONL Y REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 -040896 COUNTYCODE -YEA~ - - NUM'BER-- I- Z W C w o w C DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) Be ers William E. DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 2 00- 2 0 - 6 6 9 2 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 09/05/1997 07/13/1910 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Louise SOCIAL SECURITY NUMBER W I- ~ ~en uc:t::~ wc..u J: 00 Uc:t::...J c..m c.. <( (R] 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUsTBE COMPLETED. ALLCORREsPONDENCEAND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Joel R. Zullin er 14 North Main Street, Suite 200 FIRM NAME (If Applicable) Zullin er Davis P.C. TELEPHONE NUMBER 717 264-6029 Chambersbur PA 17201 I- Z W C Z o c.. en w 0:: c:t:: o u z o i= <C ..J ::> l- ii: <C o w 0::: z o i= <C I- ::J C. :E o o >< <C t- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 14,135.00 ~.- '..... -, - ,^, . --.._' _. ... ..- . --- -. - - OFFICIAL USE ONLY >,., (1 ) (2) (3) (4) (5) .-') l., .. --1 It (6) \'.,) (7) (8) 14,135.00 (9) 459.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (11 ) (12) (13) 459.00 13,676.00 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 13,676.00 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 13,676.00 X _ (15) 0.00 0.00 X _ (16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BESUREleJANSWERALL' QlJESIIONS'E)NREVERSE.SIDEANDRECHECKMATH << Decedent's Camp e e ress: STREET ADDRESS CITY I STATE I ZIP 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 ) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check AGENT 0.00 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ..... .............. ............... ...... ...... ......... ...... 0 lZJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........... ........ .... .... ... ............ .......... ..... ............ ......................... 0 lZJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................... .... ......... ........................................... ................ ........ 0 lZJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE -04 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or 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. ~9116(a)(1.2)]. 1\1e 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. ~9116(1.2) f72 P.S. ~9116(a)(1 )J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX +,(6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Beyers. William E. 21 04 0896 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is iointlv-owned with ri~ht of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION One-half interest as a tenant in common in real estate situate in the Borough of Homestead, Allegheny County, PA, known as 108 E. Tenth Avenue, Homestead, PA, fair market value being $28,270.00 (see attached) VALUE AT DATE OF DEATH 14,135.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 14 135.00 REV-1511 EX+(12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Beyers William E. FILE NUMBER 21 04 0896 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRA TIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) 0.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Joel R. Zullinger 350.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees JCP fee 10.00; probate petition 60.00; extra pages 18.00; short 1 09.00 certificates 6.00; filing return 15.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. TOTAL (Also enter on line 9, Recapitulation) $ 459.00 (If more space is needed, insert additional sheets of the same size) REV_1,513EX'(~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF B W'W E SCHEDULE J BENEFICIARIES ~evers I lam RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1. Mary Louise Beyers Spousal 13,676.00 101 South Queen Street entire estate Shippensburg, PA 17257 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. 0.00 B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1, 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 FILE NUMBER 21 04 0896 (If more space is needed, insert additional sheets of the same size) JRZ:cb - November 19, 1990 LAST WILL AND TESTAMENT I, william E. Beyers, of 101 South Queen street, Shippensburg, Cunberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the ~ expense of the administration of my estate. -, , '\. ./ SECOND I give, devise and bequeath the residue of my estate of every nature and wherever situate to my wi fe, Mary Louise Beyers, providing she shall survive me by thirty days. THIRD Should my wife predecease me or die on or before the thirtieth day following my death I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: Page 1 A. I give and bequeath those itel"0S listed on a separate unsigned memorandum which refers to this my will by date to the individuals named therein. In the event that no such memorandum shall be found within thirty days following my death, this bequest shall lapse. B. The balance of the residue of my estate to my children, namely Mary Ann Rudy, William E. Beyers, Jr., Beverly D. Ryan and Jane A. Beyers, in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day follor,'ling my death shall be .....3 distributed to said beneficiary's issue, per stirpes, \, '" living on the thirty-first day following my death, and ::. in default of any such then-living issue, such share -.: shall be added to the share or shares of my other children. FOURTH In the event that anyone entitled to a share of my estate should be under the age of eighteen years at the time for distribution to him or her, I constitute and appoint Orrstown Bank, Orrstown I. Pennsylvania! guardian of any property which passes either under this will or otherwise to said minor. Said guardian shall in the guardian's sole discretion and without order of court, use principal as well as income from time to time as may appear to be necessary for the minor's wel fare, comfort I medical care, recreation, support and education, without responsibility to the Page 2 Dlnor or to any person taking care of the minor; and the remaining balance in the hands of said guardian shall be distributed to said 8lnor when he or she attains the age of eighteen years. If such Dinar dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of his or her funeral expenses and the remaining balance in the hands of said guardian shall be distributed to his or her personal representative. In the event the funds held by the guardian for any minor become in the opinion of the guardian too small for "~ J "" \'J proper and efficient administration, the guardian, in the "-. guardian's sole discretion, may deposit such funds in a savings "' account in the name of the minor. FIFTH Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property vlhether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any Page 3 principle of diversification of risk. c. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. To compromise any claim or controversy. To distribute in cash or in kind or partly in each. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. } '\ D. E. F. G. SIXTH I direct that all taxes that may be assessed in consequence of my death of whatever nature and by \17hatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SEVENTH The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation; and the principal and income shall be paid by the trustee or guardian direct to or for the use of the beneficiary entitled Page 4 thereto, without regard to any assignment, order, attachment or claim whatever. EIGHTH I appoint my wife, Mary Louise Beyers, as executrix of this my will. Should my wife predecease me, fail to qualify or cease to act, I appoint my children, Mary Ann Rudy, William E. Beyers, Jr., Beverly D. Ryan and Jane A. Beyers, as co-executors of this my will. NINTH , "\J ~, No bond shall be required of any fiduciary hereunder in any ., . f'-, ~ -", ~ jurisdiction. -', -' " ' TENTH " '\~> ., \ ", .'.J As at the time I have executed this will I have loaned my son, william E. Beyers, the sum of $28,000.00 without interest and my daughter, Jane A. Beyers, the sum of $25,000.00 without interest. In the event all or a portion of the above-referenced loans have not been repaid at the time of my death, I direct my executor to deduct from the share of my said child under this will the amount of the outstanding loan. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of seven typewritten pages, Page 5 the first five of which bear my signature in the margin for the purpose of identification this _.Lj~.z.. day of ,} / / " / ,/~;J 71 ./ , 19-2-. ./ / /1,/' ~~~ ,~l,~~~ ~>(~, t-~_.~______,~ I ( SEAL) Signed, sealed, published and declared by the above-named testator, as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses. / ; / / / t ; residing at , , i :. j I! .: ('. ' --j ;;J {) /7 ~/~ - · d · L. / ~ . /I 1/ /. // /) ---_.~t1~ L /'--'.Vr("'C6/'(~/<6esl lng at /,-5-<)<) Pt/J.4LV1(/?AL"/~~~?"/u~~<< . // . // // -;1/' / 0 (' ........- ~/ We, William E. Beyers, /I/~~J: Z./,b~C!5, and ~ -r;;,o, / ~ :z ,~.A.. llYn <' po /r the testa tor and the wi tnesses , , vi respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly (or directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and to the best of their knowledge, Page 6 the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. J , -" /// ,. . -/// . ; :", (~~'r:f~ .""'! ..,.'/ ~. ~ ----.-.-..---- Testator I ./ I,' .I ~-~ witness '-~.)~ t' ,R 2~ //:- ~~, c ~ /' /. wltness/") ,1 (/ L/ V/ Subscribed, sworn to and acknowledged before me by the above-named testator and subscribed and sworn to before me by the above-named witnesses this I )~ day ~j A-r;1'. ,?\ I 19 _'1 I ~~__ ~ (. jJa.~~ " Notary Publ ic ' , NOTARIAL SEAL HAMILTON C. DAVtS, Ncmry Pul:Aie North Newton Twp., Cumberland Co.. Pa My C(.Jmmissk>n Expires Sept 22. 1992 Page 7 '1"~~i~;~;; .~"tfr'7:" . ) . ~.~ ." ,..- -""--.' .. 'I.~~ ... ..~ "~"'4'__._,~"",,_, ________. .....,--. ....l 02 - 'ilAlul.ory o-d (:!I:!~i i' II t1ALY COj? h.. PA 1~219 I . ,.,J " r~: "'\ ~.. ~ t\) ~~~ "l ~~ ~ I E-c.J ~ ~ C? ~ ~~ ~~ r. <:) ~~t~e j t\) -- " "CQ ... ~ ~~ < It etulttfi1 ..t CLARA C. ~.-~--1 ~~. '\ · ~~~(h J30-~-t?31l// : 20th day of FEBRUARY 19 91 ZUCCARELLI and FRANK ZUCCARELLI, wife and husband (hereinafter called "r;rantor") anlJ WILLIA.M L OEYEf.:: am; ':'ANE II,. BEYEJ<S (hereinafter called "Grantee") mhnessetb, That in C011sideratiolt of TWENTY-THREE THOUSAND AND NO/l00------------------- - - -- - --- ---- -- -- -- -- ---- -- --.. - - --- ($23,000 :-00) - ------ - ----------- - --- ---- -- --- Dollar3, ilL harld paid, the receipt mller"eol is hereby acknowledged, Craniol" S do Ilereby grant and convey to Grantee s their heirs and assigns 1\11 THAT CERTAIN lot or piece of ground situate in the Borough of Homestead, County of Allegheny, Commonwealth of Pennsylvania, being the westerly one-half (~) of lot No. 649 in the plan of the <<Homestead Bank and Life Insurance Company" as recorded in the Recorderls Office of Allegheny County in Plan Book Volume 5. pages 290 and 291, bounded and described as follows: BEGINNING on the southerly side of Tenth Avenue at the dividing line between Lots Nos. 649 and 650; thence extending in front or width along Tenth Avenue, eastwardly, a distance of ttlirty (30) feet throughout, a distance of one hundred ten (110) feet to Park Way, formerly Park Alley. HAVING erected thereon a dwelling known and numbered as 108 E. Tenth Avenue, Homestead, P A 15 120 . DESIGNATED 130-P-231 in the Illlegireny County Geed Hetjistry IJrfice. BEING the same lands conveyed from MARY A. CHIODO, unmarried, whose religious name is SISTER MARY PETER, and REVEREND PETER S. CHIODO, unmarried to CLARA C. ZUCCARELLI and FRANK ZUCCARELLI. her husbanJ by deed dated July 17, 1974 and recorded July 3D, 1974 in Deed Book Vo 1 ume 5374 page 749. - SUBJECT to exceptions, reservations, easements. restrictions. conditions, coal and mining rights, oil and gas and rights incidental thereto etc.. as the same appear in the above- recited deed and in prior instruments of record. PURSUANT to Section 405 of the Solid Waste Management Act of 1980, the Grantors hereby state that they have no knowledge of any hazardous waste which is presently being disposed of or has ever been disposed of on the above described land or any part thereof, VOL. 8'127PAGE 503 :..~. . ...... .,!:: .. ,. \ /' ~1~ M A010695 DEED TRANSFER TAX c~unty of Allegheny Borough 054 0.50% Horn est e ad ~-___-'-'-' --'~-----Date 02/21/1991 Block/Lot 130 P 231 Amt $23000 Rec'd $115.00 I, I, check # MB409 Michael A. Della Vecchi~ county Agent BY K.F S 1\010695 DEED TRANSFER TAX County of Allegheny s. D. 037 0.50%- _____~ ~steel . Valley' Date 02/21/1991 Block/Lot 130 P 231 Amt $23000 Rec'd $115.00 Check 1# MB409 Michael A. Della Vecchia County Agent BY K'.F ( ::~').v\M ~t.I\'./r.r,~ H! Of ru :t''':.'i~'/,\l :. i DEr-:\RrMEI-l r OF RE \~E..:..JI.Jt ... .... RE:\l!l{ ~-: ~~) 1- ~~ .- . m ~ NSHR H II Ii 91 ~~~~4: 12 3 0 I.! 0 TA.X .___,- . I~U.iltl~' i_ : d 19 . l~0f ~GL 8427PAGE 50'1 (, I, ". Grantor s covenant that it will warrant. GENERALLY the property hereby conlleyed. NOTICE-TIDS DOCUMENT :'\lAY NOT (DOES NOT) SELL. CONVEY, TRANSFER. iNCLUDE OR INStJRE TIU: TITU': TO TilE COAL ~'10 RIGHT OF SUPPORT UNDERNEATH TilE SURFACE LAND DEScamEO OR REFT.Ria:o TO UI!:REIN. JL"lD TUE OWNER OR OWNERS OF SUCH COAL MAY HAVE (HAV!:) TilE CO:\I. PLl:;TE l.EG.\L RlGUT TO R&\(OVE ALl. OF SUCU COAL AND, IN THAT CONNECTION. DAMAGE l\U Y Rt;. SUI.T TO TilE SURFACE OF THE LAND AND ANY IIOUSE. DUlLDlNG OR OTHER STlUICTlJRI: ON OR IN SUClI LAND. TIlE JNCLUSION OF TIns NOTICE DOE8 NOT EN'1.ABGI:. RESTlUCT OR MODnry ANY LEOAL RIGHTS OR ESTATES OTIIERWlSIC CK~'l'ED, TRANSFERRED, EXCEPTJ:.D OR R.ESERVED BY Tms rNSntU. /IIr':NT. {This notice L. set forth in the IU.lL1ll1U provided In Section 1 of the Act of July 17. 19:57, P. L. 8M. as amended 1 ]n !.dlIrlltSS WbeuoC, .said Grantor S 'h4ve hereunto 3et their Mnd S and .teal S tM day and year fint above written. 0ealetJ anD Delfue:t!tJ )1!)be );ustnce OfY J\f ~\\ -~----.~ ~ - /\ N 11 E THE UNDERSIGNED. AS EVIDENCED BY THE SIGNATURE(S) TO THIS NOTICE AND THE ACCEPTANCE AND RECORDING OF THIS DEED, (IS, ARE) FULLY COGNIZANT OF THE FACT THAT THE UNDERSIGNED MAY NOT BE OBTAINING THE RIGHT OF PROTECTION AGAINST SUBSIDENCE, AS TO THE PROPERTY HEREIN CONVEYED, RESULTING FROM COAL MINING OPERATIONS AND THAT THE PURCHASED PROPERTY, HEREIN CONVEYED, MAY BE PROTECTED FROM DAMAGE DUE TO MINE SUBSIDENCE BY A PRIVATE CONTRACT WITH THE OWNERS OF THE ECONOMIC INTEREST IN THE COAL. THIS NOTICE IS INSERTED HEREIN TO COMPLY WITH THE BITUMINOUS MINE SUBSIDENCE AND LAND CONSERVATION ACT OF 1966. , .' A .L"'(.~'4 _ WITNESS: "a(~~~~::""""""" ........... ~v.!~ fr~~ ... p ~~[.1~~y~r"'''''''''''''''' ..... ~-k4J!~u#l:~ CLARA C. ZUCCAnElLI~~ ~ ~d..~-4Y rifi . ::: FRANK ZUCCARELLI -----------.-----e Q!mnnu1ll11u'tdtl1 of lJL'ul1l1ulunttiu ) '> 1l.6. Qlountll of....m.Wg-~I~QR~.~.~~P..._.............._....- ) On this the 20th da.y of FEBRUARY , A.D. 1091 before t1lf~ a Notary Pub 1 ic the undersiyned officer, 7)ersomtlly a.ppea,red CLARA C. ZUCCARELLI and fRANK ZUCCARELLI, WIfe and husband kttoun& to me (or satisfactorily proven) to be the IH~rson S -whose name s are SlLbsc;l'ibed to the within instrument and acknowledged that theYexecuted the same far the IJw'poscs thereill contained. 1ht l~litlttgg WIJtrtnf. f hCl'ezmto sc:t my hand and officictl seal. Q--=;:;'~;;~l~:.~.~j- - --. Mc".,J(~ \'J (.j"';l:; c. ~Jt"~;I'Y F1.....ijc Gr. 'ell, to JlI). I,':i'~ ~l"ol:. '1..., t C ::Jr,ty MyC:)r.~!:~'..:;u.!nr.; ""'~',S"," '}' lUll:1 l"'"'-"", ..... 1\.~;:rcn;~:.r:~:C:.:.!t-.'.I1 c., dr,:ll ..., ;......~~T:. ..~~ 1;u ......; 1/}jt:':'J.?,J? .1-...... . .i, . r '..... I ' ..'" \', . .. \. l " r:....:...... :"':.":';~~"~O:\ ........................ ......... . . .Lt.li\..~....:" ......-............ '>" , . . ~ I . . ~ i NOTARY PUBLIC J. . : ...... ..........................................................\....,....................- .,) : (Title i>t..Ot!icf~:~'~;', . ....../ "'try commission expires NOTll-/n..tmiQn of word "G."~roUv" .11~ch G Glmm'cl WOrTont", D..d. In..terllon n/ 1Dord "Sp<1/:1aCly" elJech G BMekI' Wl1l'T<lnty Deed. Act of A:t.tembly, Per1n.'ylvanla. April 1, 1909, Section . and .. VOL 8.J 27 PAGE 505 ~:1,.., Certificate of Residence. The wwerslglled herehy certifies that precise residwa ami cumplete post.office..address of the within Grardee is: ~ /) / d / J- (-;---.--( e etA Sf.: d'r6>f!~ s'L.. J) PfI(;n;i;n nA~ ,n, 7[/LIWvrn....mn n, '" ~.J - '\ ~ --l. -{j c::> .~ c:; .j -~ C"'I~~ ~ L.-J t ~ ~ :s ~ ~" ~ t;I tEl +> Q) U <1J...- c s..o .po) \.D V) to ~ -J o c:J c:J:: \.d I Vi l..I..l c: c.. to 0.. EcC 0 o s..o... z OJ +> ~ (j) "0 +> 0'1 I C os.. co to ::l ("") +-'...0 OJ Vl Vl lOt: l..I..l OJ C'J Q) Li'l 1... '<.t ~~ ~ '" "tS ~ o I.J ~ ~ : :11;::::0 :;~:,~:~..:.~~:::;:.:~:.__.. } SS. <- ..;:.. '", -r. ;:-.,.. ~J '<~..~ 4 fir.COR"... "(Lf(:I.'F'~\~ OF D r ", t (''''I [CDS r fa 2/ ' j -'!f/Y.?4 mtcorOttJ 011 this 21st day oJ FclJruad 52 fly 'J/ A.. D. 1991 I in tM Reccrder'& Office of the 3aid County, in Deed Book, Vol. 8427 I page 503. . f / Glv<n ..nder my h<Jnd O~oal of ~h'll~ ~ -~ ~H Re<:oTtkr-:-- VOl. 8427PAGE 506 Al~egheny County AsseSSlnent Page 1 of 1 ~J ALLEGHENY COUNTY J!'lIe&h~,!~C?unf!J REAL ESTATE WEB SITE ~n..vtv.ltia 9/6/2005 10:36:08 AM1 A Search Page I Hel J In~=~~nFf~ff~.;lffl.~_ ~~ 1;~wt~l_I~"I~~I~~i~.~~;f~~ OWNER GENERAL INFORMATION Municipal Code: 834 HOMESTEAD ParcellD: 0130-P-00231-0000-00 School District: Neighborhood Code: Steel Valley 83404 Owner Name: Property Location: BEYERS WILLIAM E & JANE A BEYERS 108 E 10TH AVE HOMESTEAD, PA 15120 Tax Code: Owner code: State Code: Use Code: Homestead: Farmstead: Taxable Regular Residential Single Family No No Sale Date: Sale Price: Deed Book: Deed Page: Abatement: Lot Area (SQFT): 2/21/1991 $23,000 8427 503 No 3,300 $25,700 2004 Market Value: 2005 County Assessed Value Total Land Value $7,300 Total Building Value $18,400 Total Market Value $25,700 2005 Full Market Value Total Land Value $7,: Total Building Value $18,- Total Market Value $25,' Address Information Tax Bill Mailing: MARY LOUISE BEYERS 101 S QUEEN ST SHIPPENSBURG, PA 17257-0000 Change Notice Mailing: 101 S QUEEN ST SHIPPENSBURG, PA 17257-0000 Legal Disclaimer http://www2.county.allegheny.pa.us/RealEstate/General.asp?Name=Beyers%20William&Si. .. 9/6/2005 Aqegheny County Assessment ~jte!],h~Jw . ..~n.yJV..Itla 9/6/2005 10:36:31 AM1A ALLEGHENY COUNTY REAL ESTATE WEB SITE Page 1 of 1 Search Page I Hel G~netal BUildjng:T~xl~<>riM~~n lnfotr'J'latiotf. Il1fofma tion ..... .. J>~y.Tax.~} ParcellD: Owner Name: Property Location: Use Code: Style: Stories: Year Built: Exterior Finish: Roof: Basement: Grade: Condition: RESIDENTIAL BUILDING CHARACTERISTICS Municipal Code: 834 HOMESTEAD 0130-P-00231-0000-00 BEYERS WILLIAM E & JANE A BEYERS 108 E 10TH AVE HOMESTEAD, PA 15120 Single Family Old Style 2 1929 Brick Slate Full Basement C- Poor Total Rooms: Bedrooms: Full Bathrooms: Half Bathrooms: Heating: Cooling: Fireplace( s): Garage: Finished Living Area: 7 4 1 o Central Heat o 1 1728 Square FI http://www2.county.allegheny.pa.us/RealEstate/Building.asp?CurrBloLot=0 130P00231 000.., 9/6/2005 legal Disclaimer All.egheny County Assessn1ent Page 1 of 1 ~"~I1~~~W " ~".fIv.ma 9/6/2005 10:36:49 AM1A Gene...' ' Il"Iformation" .... ALLEGHENY COUNTY REAL ESTATE WEB SITE Search Page I He Image IMAGES - ' 7 ~ 71 24 30 A 30 8 24 24 ~4 8 A 720 Sq. Ft. D PTI 84 Sq. Ft. B PR3 192 Sq. Ft. C PR I 84 Sq. J L~galDisclairner http://www2.county.allegheny.pa.us/ReaIEstate/lmage.asp?CurrBloLot=0 130P00231 00000... 9/6/2005 Allegheny County Assesslnent . Page 1 of 1 .....~.........:.,;......;......................J' ~1I~!I1~i[~~uhw ~"syN..ItJ. 9/6/200510:37:31 AM1A ALLEGHENY COUNTY REAL ESTATE WEB SITE Search Page I Hel General Information ....... Comparables Parcel 10 o 130-P-00231-0000-00 COMPARABLE INFORMATION Address 108 E 10TH AVE Subject Comparable 1 Comparable 2 Comparable 3 Comparable 4 C. Parcel 10 0130-P-00231-0000-00 0130-R-00184-0000-oo 0130-R-00020-0000-oo 0130-R-00022-0000-00 0131-E-00277 -0000-00 013 Address 108 E 10TH AVE 338 E 12TH AVE 315 E 11TH AVE 313 E 11TH AVE 1112 SYLVAN AVE 11C Year Built 1929 1926 1930 1911 1928 Sale Price $23,000 $3,563 $20,000 $40,000 $30,000 Sale Date 02/21/1991 09/19/2002 06/17/1998 04/27/1998 10/21/1999 Fin. Liv. 1728 1864 1338 1536 1740 Land $7,300 $5,600 $7,400 $7,400 $5,000 Building $18,400 $27,900 $16,500 $37,700 $33,500 T ota I $25,700 $33,500 $23,900 $45,100 $38,500 Legal DisclairTler http://www2.county.allegheny.pa.us/RealEstate/Comparables.asp?CurrBloLot=O 130P00231... 9/6/2005 rr I ~ ,," '''''1 ~'! ,. \ ~ 1M' ~ WI" f.7!J1'" ~ , ," ~", ~ , - '!If" -< 'V: '1 ." .... ~ ,,:J . j , .W ~,~. ~ ',' ",,' "... L . ...1 aNI ir ,," ~ ~ g ~ ~ ~ "~t [ I I I ) { ;r ~ - .. ."'If; \,,',.,~WI,',~ I. ' ~ \ '",- , ,'~ , ','f "<: ~ . }t~:'-J ,/( ~ !. ~ ' · · l .; ~ 'I t . WI'~~! .,.w~!'ta! ~t ~, ~. r;. n'f."~r~'r1r.rIT=C~ l.li~ .lo' CI) rl rl .r-l ~ d 4-l 0 Q) UJ 0 CI) WOC; H ;::l Q) 0 .. +-' C\I .w ..c: a:~r-... CI) .w Wt=~ .r-l H co ;::l " 0> a. Q) 0 Z I.- 0::: u ("I'") :J rl -.00> ~ ~ 0 ..J en ~ .w .w r--.. ..JI.-.o ~ ~ rl ::) CD en .01.- ;::l ;::l N E CD 0 0 . as ~ u u ~ P-l a:Oas '"d '"d ..Jo.c s:: ~ ... m m Q) Woo rl rl rl OC\l H H CI) <1l Q) .r-l .., ,..0 ,..0 rl S S H ;::l ;::l m u u u .. J ~ 04-17-2006 BEYERS 09-05-1997 21 04-0896 CUMBERLAND 101 APPEAL DATE: 06-16-2006 ( See reverse side under Objections) Amount Remitted I I 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 +-- REv:is47-Ex-AFp-coj:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM E FILE NO. 21 04-0896 ACN 101 BUREAU OF INDIVIDUAL TAXES- INHERITANCE TAX DIVISION PD BDX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ('--:-:-r::: ("NOTICE OF INHERITANCE TAX ',' 'A'~PftAISEMENT, ALLOWANCE OR DISALLOWANCE ',OF'DEDUCTIONS AND ASSESSMENT OF TAX "-" " i. ~... ...~ P~/l . . f)C b. c~ \J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 1,1 CR-t<' n:: ,-,: L Ii\ ...j. OR- D~I.~Jt;\'I,tC~. C:fJl T~T II 1,' I; , 1,..' _, '0." JOEL R ZULLING~J\.'2.i-r - ZULLINGER DAVIS 14 N MAIN ST STE 200 CHAMBERSBURG PA 17201 ESTATE OF BEYERS REV-1547 EX AFP (06-05) WILLIAM E TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 04-17-2006 NOTE: If an assessment was issued previously, lines 14, 15 and/or 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) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 13,676.00 X 00 .00 .00 X 06 = .00 .00 X 00 = .00 .00 X 15 = .00 1I9)= .00 AMOUNT PAID RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 1I) (2) (3) (4) (5) (6) (7) 14,135.00 .00 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 1I0) 459.00 .00 (11) 1I2) 1I3) 1I4) + DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 14,135.00 459 00 13,676.00 .00 13,676.00 .00 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/27/2007 (") C ;c'Q '~J -:':p - .;.,- I-n n r-~) t:::::::- C~<::, --.J :rP> f-': G.) ('.,j --1 ZULLINGER JOEL R ZULLINGER DAVIS PC 14 N MAIN ST STE 200 CHAMBERSBURG, PA 17201 ;1 :;r.,.. -...:~ r.- '" ,.--, <::> a RE: Estate of BEYERS WILLIAM E File Number: 2004-00896 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 is due by: 9/05/2007 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, ~.~~ c. Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/27/2007 BEYERS MARY LOUISE o '-:0 -r"",! ~:~r:"'t , -~o ~~,~~ f',.) c..~':;:' r:.;;;:;) 101 SOUTH QUEEN STREET SHIPPENSBURG, PA 17257 --' > c::: c.., f'.) -..J :-:) :r.. -r., ~'... _-~ 0 RE: Estate of BEYERS WILLIAM E File Number: 2004-00896 o 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 1S due by: 9/05/2007 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 ('nun RP 1 Pa. o.e. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: William E. Beyers Date of Death: September 5, 1997 File Number: 21-04-0896 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: ]. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. ~ Yes 0 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? . . . . . ., DYes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ([]Yes DNa d. Copies of receipts, releases, joinders and approvals of formal or infom1al accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Ihlle 9/4/07 VcJ...... '. /.'Il"", ~ . I....-".;f 1 V IdflO') c; i~t-/i-Hl:JO ::i5 ),83lJ' , 6 ~ :ZI Wd 9- d3S LOOl Capacity: DPersonal Representative Joel R. Zul1inger Name of Persoll Filing this Forlll 14 North Main Street, Suite 200 Address Chambersburg, FA 17201 (717) 264-6029 Telephone ~