HomeMy WebLinkAbout04-1008PETITION FOR PROBATE and GRANT OF LETTERS
Deceased.
Social Security No. /~!~-~ el- '~/ 6
T.
Register of Wills for the
Commonwealth of Pennsylvania
in the
The netition of the undersigned respectfully represents that:
S~/~-,v/< )'~, named
Yonr petitioner(s), who is/are l g years of age or older an the execut_/~)~/J5~''~ '/' ~ ' ' !9
ia the last wilt of the above decedent, dated -' --
and COulCll\S! daled
{stale relevant circumstances, e.g. renunciation, death o1' executor, etc.)
Decendent was domiciled at deat~h)n ~( c"' ~,~ :f'~ 'v'~ ' , / ~/t,k - (Cs~u n~t Y~-yz~n2ylvama' with
I~_ last family or principal. ~sid~,nce at
(list street, number and muncipality)
Decendent, ihen _ '7 T years of ~tge, died
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of leners__~
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF
The petitioner's) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the kuowledue and belief of petitioner(s) and that as personal represen-
:;v,-~ ~t' the above decedent e* t onerts~ will well and truiv administer the estate according to law.
,Deeesse~
r~_,wb,a t,r r~Or~mJ~E ~i ~D GRANT OF LETTERS
and Letters_
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) ......... $ 3. C_YD
k"~~,i:~'~ff~\o,p s /~ - oo
TOTAL __
Filed .... ~ [ :. ~ 7.~¢. ...................
A2TORNEY (Sup. C;. !.D, No,)
ADDRESS
PHONE
ERTIFICATE OF DEATH
September 5, 2004
Lois M. Shenk
73
Cumberland
Charles Flory
Wilbur L. Shenk~ Jr.
,a. Virgie Adams
~. I32 Shippensburg Mobile Estates, Shippensburg, PA ~7257
~¢ P~rklawns Me~ori~l Garder~ .~re~ne Township~ Frar~in Co.: PA
1. LOIS M. SHENK, of the Township of Sbippensburg. Cumberland Count).
Pennsylvania, being of sound mind and memor3 declare this to be my Last Will and Testament
and revoke an)' will or codicil previously made by me.
ITEM I: [ direct that all m,v just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the administration of my estate.
ITEM II: I give. devise and bequeath all of my estate of eyeD' nature and '~heresoex er
situate to n~y isst~c per stirpes, their heirs and assigns, living on the thin?first da,,. fol!ox~ing mx
death, in shares of equal value, share and share alike.
ITEM III: 1 direct that all taxes that may be assessed in consequence of m3
death, of whatever nature and by whatever jurisdiction imposed, shall be paid from m3 resi&aD
estate as part of the expenses of the administration of my estate.
ITEM IV: 1 appoint WILBUR L. SHENK, JR., Executor of this. mx' Last Will and
Testament. Should he fail to quali~ or cease to act then I nominate and appoint SANDRA K.
RAUBER, Executor of this my Last Will and Testament.
ITEM V: I direct that my Executors or their successor shall not be required to gixe b(md
fbr the faithful perlbrmance of their duties in any jurisdict on.
IN WITNESS WHEREOF. I hereunto set my hand and seal to this my Last Will and
Testament. written on o~ sheets of paper, dated this oq-~/( day of December. 2003.
LOIS M. SHENK --
The preceding instrument, consisting of this and / other typexwitten page(s).
each identified by the signature of the testatrix. LOIS M. SHENK. was on the da3 and date
tirereof signed, published and declared by LOIS M. SHENK. the testatrix herein named, as and
for her Last Will. in the presence of us. who. at her request, in her presence, and in the presence
of each other, have subscribed our names as witnesses hereto.
residing at
residing at ~<',~M~.~.~ ~ oO
-~'~'3t'~q)L~Ct-__ __
2
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We. LOIS M. SHENK. the testatrix in. and the undersigned v, itnesses to. the x~ill, the
attached or foregoing instrument. ',','ho have signed the instrument, having been qualified
according to la~,, do depose and sa3,:
(a) that I. the testatrix, do hereby acknovdedge that I signed the instrument as
my will that I signed it willingly and as mx, free and voluntary act for the purposes
therein expressed: and ' ' ~
(b) that x~e. the witnesses, were present and saw ~he testatrix sign and execute
the instrument as her will. that she signed it willingly and executed it as her free
and voluntary act for the purposes therein expressed: that each of us in the hearing
and sight of the testatrix signed the will as a witness and that to the best of our
h~owledge the testatrix was at that time 18 or more years of age. of sound mind
and under no constraint or undue influence.
Witness
Subscribed to and subscribed or
affirmed and acknowledged before me
b3 LOIS M. SHENK. the testatrix
and the witnesses whose names are signed above
this ,~ ~day of December. 2003.
! ~tt¥1 WIND£R, NOTAR'YPUBLiC
|NORTH N£WI~)I~ TWP., CUMBERLAND COUNTY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
NUMB~FER -; "
REV-1500
INHERITANCE TAX RETURN FILE2___L_04___ _Ld Z
RESIDENT DECEDENT oou. CODE --
UJ
X
DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (M-~-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
(tF APPUGAI~LE) SUI~VIVING SPOUSE S NAME (LAST, FIRST. AND MIDDL/~ INITIAL) /
E~originat Return
~2. Supplemental Return
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
ceted Estate ·
dent Died Testate (A~tac~ copy of
~9 Utigation Proceeds Received
E~4a, Future interest Compromise Idate of dentil afier 12-12-82)
E~7. Decedent Maintained a Living Trust (Atl~ch copy ol Trust)
~ 10. Spousal Poverty Credd lento of eeath be~eer112 31-91 and 1 1 c. 5!
E~5. Federal Estate Tax Return Required
~8. Total Number of Safe Deposit Boxes
~]11, Election to tax under Sec. 9113(A) (Attach Sch O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
F~RM NAME CfAppliCabte)
TELEPHONE NUMBER
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedde B) (2)
3 Closely Held Corporation, Padnership or Sole-Proprietorship (3)
4 Modgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Properly (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-VNos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8 Total Gross Assets (total Lines 1-7)
9 Funeral Expenses & Administrative Costs {Schedule H) (9)
10. Debts of Decedent. Morbgage Liabilities & Liens (Schedule It (10)
1L Total Deductions (total Lines 9 & 10)
tZ Net Value of Estate (Line 8 minus Line 11)
13 Charitable and Governmental Bequests, Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
¢1)
(121
(141
/Of'Th
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) x 0_ (15i
16. Amount of Line14 taxable at Hneal rate [(-'~ (-'~ ~ ~ (-f/ x 0~'~.~_ (16)
17 Amount of Line 14 taxable at sibling rate x 12 (17)
18. Amount cf Line 14 taxable at collateral rate x 15 (18)
19 Tax Due (19)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
t
STREET ADDRESS
Tax Payments ~an~d Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A, Spousal Poverty Credit
B. Pdor Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX BUE.
A, Enter the interest on the tax due.
Total Credits ( A + B + C )
Total Interest/Penalty ( D + E ) (3)
(4)
(5)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and: Yes
a, retain the use or income of the property transferred; ........................................................................................ []
b. retain the right to designate who shalt use the property transferred or its income; ........................................ []
c. retain a reversionary interest: or ....................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? .................................................................... ~]
2. If death occurred after December 12 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ......................................................................................................... []
3. Did decedent own an '"in trust for" or payable upon death hank account or secudty at his or her death? ............ []
4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT
No
AS PART OF THE RETURN.
Under penalties of perjury, [ declare that I have examined ~his return i;~cludina accompanying schedules and s;atements and to the besl of my knowledge and bePef it ,s true correct aha complete
Dec[aral,on of preparer other than the personal representative is based on all in formaL;on of which preparer has any knowledge
SIGN E SON R PON FOR I G RETURN DATE
· _ _ _
A'~RI~SS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
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 PS. §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 exemDt a transfer to a surviving spouse from tax, and the statutory requLrements 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 [wenty-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 PS. §9116(a)(1.2)]
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 45%, except as noted in 72 P.S. §9116(1 2) [72 P.S. §9116(a)(1)]
The tax rate imposed on the net value of transfers to or for the use of the decadent's sibtings is t2% [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.
COM~LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Include the
ITEM
NUMBER
)roceeds of lifiga~on and the data the proceeds were received by the estate. All property jointly..ewned v&tfl the rfght of sum, ivorsh
DESCRIPTION
TOTAL (Also enter on line 5, Recapitulation)
{If more space rs needed, insert additional sheets of the same size)
must be disclosed on S~hedule F.
VALUE AT DATE
OF DEATH
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
estate of SHENK LOIS M
in said county, deceased,
I, GLENDA FARNER STRASBAUGH
Register for the Probate of Wills and Granting
Le~ers of Administration in and for
CUMBERLAND County, do hereby certify that on
The 8~h day of November, Two Thousand and Four,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, late of SHIPPENSBURG TOWNSHIP
to SHENK WILBUR L JR
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, ~his 8th day of November
Two Thousand and Four.
File No.
PA File No.
Date of Death
s.s.#
2004-01008
21-04-1008
9/05/2004
177-24-5010
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
I~EV-1513 E~+ (9-00)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
~NHER~TANCE TAX R~URN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME ANDADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List ~"~"~m~_,$) OF ESTATE
T.~XABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a} (1.2)]
I
1.
11
1.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 1! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, inser~ additional sheets of the same size)
A. HUU-I UNIFORM SETTLEMENT STATEMENT
S. Type of Loan
1,F~ FHA 2. [] FmHA 3. [] Cony. Unlns 0. File Number: J7 Loan Number: 18 Mortgage Insu ance Case Number:
4D VA S. [] Co.v. ~.e. 'r
C. NOTE:Thlsforrnf~ih;~h=~a~,.,= u iofseltiemen costs*Amoun(spaidtoandbythese01ementagenlereshown, ltsmsmarked
-,,.~-were paid outside the closing; they are shown for informational purposes and are not Included in the totals.
Kathlecn M. Anderson
75 SME
Shippcnsburg, PA 17257
G. Property Location:
75 SME
Ship~ensbarg, PA 17257
J, Summary of Borrower*a Transaction
I_t[~ns~b~u_rg, PA 17257
Name & Address of Lender:
-I. Settlement Agent:
Setgemect Dale: INovember 01, 2004
'-- ~.Summa~$el9 s Transaction
*100. Gross Amount Due from Borrower~ ......... ~l~. Gross Amount Due to Seller:
101.Contractsa~esprlce I 17000.00 4~T~Coctac~'~ ......... ] 17,000.00
102. Personal Property .... 402. Personal Property
103. Borrower's se01emenl charges (line t400) 55.00 ;10'3
104. -1 404
AdJuatmente for Items paid by seller In advance Adjustments for [tsma paid by se0er hi advance
100. Cdy/tswn taxes I i/01/04 to 0/30/05 145.[0 ~06 Cily/town laxes ][/01/04 ts-6/30/05 ]45.i0
107. Countytaxes 11/01/04 to 12/31104
108. Assessments Io
109. to
110.
111
112.
113.
~00. Amounts Paid by or In Behalf of Borrows
203. Existing loan(s) taken subject to
204.
205.
206
207.
208.
209.
210. City/town taxes to
211. County taxes to
213. to
214.
215.
10.04
216
217,
216
219.
220. Total Paid By/for ~,;;v~er 1,000,00
~unt due from borrower (line 120) [ 17,210.14
302. Less amounts paid by~or b~orrower (line 220 [ 1,000.00
~03. Cash [~ from to~n~,,er ~ 16,210.14
407. Courtly taxes I 1/01/04 to 12/31/04
408 Assessments to
109. ts
10.04
1,000.00 ;01. Excess deposit (see instructions)
,02. Selgement charges lo seller (line 1400) 1,875.00
03, Existing loan(s) taken subject Io
504. Payoff of first mortgage
505. Payoff of second mortgage
506,
507.
508
509
Adjustments for Items unpaid b)' seller
510 City/town taxes ts
il 1. County tsxes ts
i12. Assessments to
nount Due Seller
To/from Seller
ae to seller
from Seller
1,875.00
Substitute Form 1099 Seller Statemenl
The informa0on in Blocks E, G, H, I & ne 401 (or, if fine 401 is asterisked, line 403 and 404) is important tax information and is being
furnished Io the ~nternel Revenue Service. If you are required to fl)e a return, a sanction wi5 be imposed on you if this gem is required to be
reported and the IRS determines that it has not been reported, ff this real estate is your principal residence, file Form 2119, Sale or
Exchange of Principal Residence, for any gain, with your iocoma tax relurn*, for olber transactions, comprets the appgcabre parts of Form
4797, Form 6252 and/or Schedule D (Form 1040). You are required to provide the Settlement Agent (named above) with your correct
laxpeyer Identification number. If you do not provide the SeOlemenl Agent with your taxpayer Identification number, you may be subject lo
civil or criminal penalties imposed by law. Under penalties of perjury, I certify that the number shown on this stafement is my correct
taxpayer identification number.
(Seller's Signature)
BILL OF SALE
IN CONSIDERATION of the sum of Seventeen Thousand ($17,000.00) dollars, receipts of which is hereby
acknowledged, the undersigned hereby sells, assigns and transfers to Kathleen M. Anderson
the following assets presently located at 75 SME , Shippansburg,Pa 17257
Skyline/Bay Spdng
MAKE/MODEL
, 1993 33110648F
YEAR SERIAL #
Seller hereby warrants that title to the property describe in this Bill of Sale is clear and unencumbered and
agrees to defend such title as vested, by reason of this sale, in Buyer and Buyers' successors and assigns against
any and all claims whatsoever, and no other warranties, express or implied, including any IMPLIED
WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, are given by
Seller except as set forth herein.
IN WITNESS WHEREOF, the undersigned has duly executed this Bill of Sale this 01 day of ~4ovcm~, 2004.
WITNESS:
804. Cred~ Repo~
805. Lender's Inspection Fee
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A,
1.
5.
6,
7.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Pemonal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
city
Relationship of Claimant to Decedent
Preba~ Fees
Accountant's Fees
Tax Return Preparer's Fees
State __ Zip
TOTAL(Alsoenteron line9, Recapitulation) ~ I ~'-'] ,t..~ O
(If mere space is needed, insert additional sheets of the same size)
S'ELLER'S ESTIMATED CLOSING COSTS
SETTLEMENT DATE fljObl 6 d~Ott PuRcHASE PRICE $
Ii Broker's Fee
2. Preparation of Deed
3. Transfer Tax
4. Seller's Assist to Buyer
5. Home Warranty
6. Municipal Certification
7. Settlement Fee
8. Notary Fees
9. Survey
10. Tax Certifications
11. Overnight/Express Mail Charges
12. Domestic Lien Search
13. Other
14. Other
Estimated Costs $
SEC
Charges
Adjustments (+/-) (e,g., real estate taxes, refund of escrow) $
TOTAL ESTIMATED COSTS/ADJUSTMENTS $
Purchase Price $
Total Costs/Adjustments
Estimated Proceeds $
Seller's Estimate of Mortgages, Equity, and Other Loan balances, liens, assessments, etc. $
ESTIMATED NET PROCEEDS TO SELLER $
The estimated proceeds do not take into account any other mortgages, lieus, assessments or other obligations which may be
against the property or the Seller.
The above figures are approximated closing costs and will be adjusted as of date of final settlement, if necessary.
I/We understand and have received a copy of these estimated closing costs.
SELLER
SELLER
SELLER
BROKER (Company Name)
ACCEPTED BY
~ Pennsylvania As~clatlon
DATE
DATE
DATE
COPYRIGUT PENNSYLVANIA ASSOCIATION OF REAI/rORS® 199t,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INO~VIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11 96)
NO. CD OO4650
SHENK WILBUR L JR
132 SHIPPENSBURG MOBILE ESTATE
SHIPPENSBURG, PA 17257
ESTATE INFORMATION: SSN: 177-24-5010
FILE NUMBER: 2104- 1008
DECEDENT NAME: SHENK LOIS M
DATE OF PAYMENT: 11/18/2004
POSTMARK DATE: 11/17/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/05/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $457.76
TOTAL AMOUNT PAID:
$457.76
REMARKS:
SEAL
CHECK# 93
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
L (J/ C; (Y)Ae
Date of Death:
9. U')- 0(/
Will No. 8rnlf- Olr)() 8"
PI4. ....., \)
Admin. No. 0\ 1-0 (/~ I no Il
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
. ,. /10
(LJI UK..
/_ .' ')hpAl1r:
Jr
/'7;:;,
.
S, r11, F ::\11 0, tJA )~f q
f -/
Sh;ppPAJ,;h.-OCj ~,
Pli,
,~J:tJ k. RI4L/hplC 30
Ai t nod R()f4d
I
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
0) ,~~, ()...l
~:;plL~ ~~4
Signature
Name !.I Jtlhut J..." '9J OIL'!- --.JIL ,
C")
c::~:)
Address 1"];:).5' /}?,~
- "5h1$~Jt..6iv~ A _ /7,)., 7
Telephone (7/7) ? .J d - (;;; 06
Capacity: _ Personal Representative
_Counsel for personal representative
v-.
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
SHENK WILBUR L JR
132 SHIPPENSBURG MOBILE ESTATE
SHIPPENSBURG, PA 17257
RE: Estate of SHENK LOIS M
File Number: 2004-01008
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (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 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
G~~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHENK WILBUR L JR
132 SHIPPENSBURG MOBILE ESTATE
SHIPPENSBURG, PA 17257
_n_____ fold
ESTATE INFORMATION: SSN: 177-24-5010
FILE NUMBER: 2104-1008
DECEDENT NAME: SHENK LOIS M
DATE OF PAYMENT: 02/22/2005
POSTMARK DATE: 02/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/05/2004
NO. CD 004975
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $22.89
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$22.89
REMARKS:
CHECK# 2631
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDlvt~OAL T~XES
INHERITANCE TAX OlvtsIOH
PO BOX 280601
HARRISBURG PA 111Z8~06Dl
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS AND ASSESSHENT OF TAX
. <~~:: 23
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-14-2005
SHENK
09-05-2004
21 04-1008
CUMBERLAND
101
WILBUR L SHENK
132 SHPPNSBRG MOBILE ES
SHIPPENSBURG PA 17257
'*
REV~1547 EX &FP (12-G4)
LOIS
M
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE.y:!:&l,"'.EY.AFp..m..:6!,)"'Noy.fc!.OF.i:NItER.ffAJrCE.i"A'X.'A.PPR'AYSEMEN'I':..ALi.bllliicE.o'R.................
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHENK LOIS M FILE NO. 21 04-1008 ACN 101 DATE 02-14-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line l~ at Spousal rat. (15)
16. Allount of Lin. 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class 8 ~ate (18)
19. Principal Tax Due
TAX CREDITS:
.. '" AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-I
11-17-2004 CD004650 22.89 457.76
TOTAL TAX CREDIT 480.65
BALANCE OF TAX DUE 22.89CR
INTEREST AND PEN. .00
TOTAL DUE 22.89CR
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
z. Stocks end Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest {Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposit$/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total AS$ets
(11
(21
(31
(4)
(51
(61
(7)
.00
.00
.00
.00
15.280.04
.00
.00
(BI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule Xl
11. Total Deductions
12. N.t Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
/91
(101
5,107.40
.00
(111
(121
(131
(141
NOTE:
.00 X
10,172.64 X
.00 X
.00 X
~
. 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 pay.ent.
15,280.04
~.lD7 40
10,172.64
.00
10,172.64
00 =
045 =
12 =
15 =
.00
457.76
.00
.00
457.76
(191=
/ IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" /CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1607 EX AFP (03-05)
WILBUR L SHENK
132 SHPPNSBRG MOBILE ES
SHIPPENSBURG PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-28-2005
SHENK
09-05-2004
21 04-1008
CUMBERLAND
101
Allount Relli Hed
LOIS
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
................................................................................................................
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF SHENK LOIS M FILE NO. 21 04-1008 ACN 101 DATE 03-28-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-14-2005
PRINCIPAL TAX DUE: 457.76
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
11-17-2004
02-18-2005
RECEIPT
NUMBER
CD004650
CD004975
DISCOUNT (+)
INTEREST/PEN PAID (-)
22.89
.00
AMOUNT PAID
457.76
22.89
(.,.)
-..J
TOTAL TAX CREDIT
503.54
45.78CR
.00
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CR).
".... ....v RI: DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
45.78CR
~..:s.y.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 7/27/2006
SHENK WILBUR L JR
132 SHIPPENSBURG MOBILE ESTATE
SHIPPENSBURG, PA 17257
RE: Estate of SHENK LOIS M
File Number: 2004-01008
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 adn1inistration.
This filing lS due by:
9/05/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
1?~~;&-~
/;
/" ,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: /_rJ/5
/Y)t:Je She9J Ie
Date of Death: ~ ,)--' ty!
Estate No.: d / - /) L/ .- / (),.1 2?
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:
Yes8J NoD
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 I}(I No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: 'd.1- (j-.(.- l 0 (') 'fl
c. Did the personal re~ntative state an account informally to the parties in
interest? Yes 0 . No"iJ1
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: 7'd!f'.Dh ,-VxJ!l~ ;Z fJd ~2
S~ ~
LJ.J; JbuK.. 1--.., ,S:A elJl:: J;c,
Name
/3d.
Address
s-~ ml E I ,Sh/:s, PA, 17:)'1-;
11 '1- ')- 3~ -& rl. OD
Telephone No.
Capacity: 'g Personal Representative
o Counsel for personal representative
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