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HomeMy WebLinkAbout02-0294IN RE: ESTATE OF ROBERT D. SHOEMAKER, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. PETITION FOR SETTLEMENT OF SMALL ESTATE PURSUANT TO 20 PA. C.S.A. §3102 TO THE HONORABLE, THE JUDGES OF SAID COURT: MARY BETH ZEIGLER and JACK L. SHOEMAKER ("Petitioners"), by and through their counsel, METTE, EVANS & WOODSIDE, P.C., hereby petition the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, for the purpose of dispensing with administration of the Estate of Robed D. Shoemaker, deceased, and to issue a Decree of Distribution directing the distribution of the entire balance of Decedent's estate as hereinafter set forth, pursuant to 20 Pa. C.S.A. §3102, and in support thereof avers: 1. Petitioner Mary Beth Zeigler is an adult individual residing at 8 Nob Hill South, Millsboro, DE 19966. Petitioner is a step-daughter of the Decedent. 2. Petitioner Jack L. Shoemaker is an adult individual residing at 2198 Merrimac Avenue, Mechanicsburg, PA 17055. Petitioner is a son of the Decedent. 3. Decedent, Robert D. Shoemaker, resided at 2198 Merrimac Avenue, in Upper Allen Township, Cumberland County, Pennsylvania, at the time of his death. 4. Decedent died on November 24, 2001, in the Bon Secours-Venice Hospital, Venice, Sarasota County, Florida. He was 81 years old. See Certificate of Death attached hereto as Exhibit A. 5. No petition for the appointment of a personal representative for the Decedent's estate is pending or has been granted. 6. The gross value of all property owned by the Decedent at the time of death (exclusive of real estate and of property payable under the section of the Probate, Estates and Fiduciaries Code relating to payments to family and funeral directors, but including personal property claimed as the family exemption) does not exceed $25,000. 7. The decedent's entire probate estate consists of Checking Account #222-108- 6438 at Mellon Bank with a current balance of $1,539.61. See copy of Mellon Bank statement attached hereto as Exhibit "B". 8. The decedent also owned non-probate assets in the approximate amount of $39,000 which will necessitate the filing of a Pennsylvania inheritance tax return and payment of appropriate inheritance tax thereon. The Petitioner herein is the transferee, as surviving joint owner, of all non-probate assets owned by the Decedent. 9. Decedent, Robert D. Shoemaker, died intestate. -2- 10. Decedent was not survived by a spouse or parents. Decedent was survived by seven children and step-children with the following names and addresses: Bonnie K. Davis Jack L. Shoemaker Tina Shiley Theresa Ireland Mary Beth Zeigler Edwin D. Zeigler Todd K. Zeigler Daughter Son Daughter Step-Daughter Step-Daughter Step-Son Step-Son 3590 Sunset Beach Drive, Venice, FL 34293 2198 Merrimac Ave., Mechanicsburg, PA 17055 38 Mountain Road, Dillsburg, PA 17019 134 Main Street, Hartford, CT 06106 8 Knob Hill South, Millsboro, DE 19966 1772 S. Meadow Drive, Mechanicsburg, PA 17055 48 Oakwood Avenue, Mechanicsburg, PA 17055 11. The aforementioned children and step-children are the only parties in interest of Decedent's estate. 12. The Petitioner has no knowledge or notice of any unpaid claims against the Decedent or his estate. 13. The Petitioner requests that Mellon Checking Account #222-108-6438 be paid to Mette, Evans & Woodside, P.C. toward the payment of attorney's fees and costs associated with the administration of Decedent's estate, including the preparation and filing of a Pennsylvania inheritance tax return. -3- WHEREFORE, Petitioner respectfully requests the Court to direct distribution of the entire distributable balance of the Decedent's estate consisting of Mellon Bank Checking Account #222-108-6438 in the amount of $1,539.61 to Mette, Evans & Woodside, P.C. DATED: By: Respectfully submitted, METTE, EVANS & WOODSIDE Vicky A/nn Trimmer, Esquire Sup. Ct. I.D. No. 49679 3401 North Front Street, P.O. Box 5950 Harrisburg, PA 17110-0950 (717) 232-5000 Attorneys for Petitioner VERIFICATION I, Jack L. Shoemaker, hereby verify and state that the facts set forth in the foregoing document are true and correct to the best of my information, knowledge and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn verification to authorities. Jack L. Shoemaker, Petitioner :281105 _1 VERIFICATION I, Mary Beth Zeigler, hereby verify and state that the facts set forth in the foregoing document are true and correct to the best of my information, knowledge and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn verification to authorities. Mary B~th Zeigle~,~5~itioner DATE: :281105 _1 Mellon Bankl. 1ST, PERSONAL BANKING 'EMENT I,,,lll,,,llh,,,hl,,hhhh, ROBERT D SHOEMAK! ROSE M SHOEMAKER 2198 HERRZMAC AVE MECHANZCSBURG PA GREAT NEN$ THE ~10 ANNUAL FE, AND, BEGINNING ZN WILL ALSO HE ELZM RELATIONSHtP SUMMARY DEPO:SZT, PER~L. ~TAL PERSONAL CHECKING ACCOU ~ENI~ BA~E ~ OF T~AL DEP~ITS ~ ~HER ADI T~AL CHEC~ ~ O~ER ~.THI CL~I~ BAL~E ~ OF 1~Z6, AVERAGE ACC~ BAL~E DATE P~TED _. ~E~RZpTZ~ 10/g~/01 OPE~ BAL~E 10/$0/01 CH~CK ~ CHECK ~ 119 11/01/01 CHECK ~ 11/0~/0Z ~ AU~A~D CI ]~ZG/O1 SERV/CE CHAR~ 1~Z6/01 CL~Z~ BALA~ E · Y~ M~HLY ~N Y~R CHEC DIRECT INQUIRIES TO: MELLON BANK NA COHMONNEALTH REGION DILLSBURG q S BALTIMORE ST DILLSBURG PA [7019-1Z27 717-qsZ-9639 ,,11,11,,,I,,I,i,1,,I,,I,,I,1,1 00700 0422 17055-9308 ZZ2-108-6qs& PAGE I OF 5 STATEHENT FROH 10/24/01 THRU 11/26/01 ; FOR YOUR DEHIT CARD HAS BEEN ELIHINATED! DBCEH~ER 2001, THE ~1 HONTHLY FEE FOR THE ATH CARD :NATED. BALANCE LOAN ACCOLeff$ ~TM~OI~g 1~5S9,.~ 1,~39.61 222-108-6438 ]:TZONS INCLUDING INTEREST CRED*rTED TH'rS PERIOD +829.00 RAHALS ZNCLUD/NG F~ES AF~ CHAR~ES THTS PERIOD, .~r,~,9 1,392.37 DEPOSZTS CHECKS AND OTHER AND OTHER ADDZTZ0f~ HZTHORAH/~ ................. l~.S. O0 ................. gO0.O0 Eli US TREASURy 3O3 EC 17qDEOST~A SSA 829,00 ' . t t r T T t ~ ~ . OOe SERVICE CHARGE (SHONN TO THE RTGHT! HAS BEEN NATVEB !CAUSE YOU Iq~T THE AVERAGE hA'fLy BALANCE RE~UIREFIENT .Z~ ACCOUI41', DA/LY BALANCE 1~195,q. 7 1~090.S9 7q.5. $9 710,61 1~-~$9.61 ~IBIT B IN RE: Estate of Robert D. Shoemaker Deceased PETITION FOR SETTLE~IENT OF SlqALL ESTATE PURSUANT TO 20 PA. C.S.A. §3102 ATTORNEYS AT LAW HaRRISBURg, PENNSYLVANIA 17110-0950 P. O. BoX 5950 METTE, EVANS & WOODSIDE A P]~O]F~SSIONAL COI~POI~fON ATTOI~'~'EYS AT LAW HOWELL C. METTE ROBERT MOORE CHARLES B. ZWALLY PETER J. RESSLER LLOYD R. PERSUN CRAIG A. STONE JAMES A. ULSH DANIEL L. SULLIVAN STEVEN D. SNYDER CHRISTOPHER C. CONNER JEFFREY A. ERNICO KATHRYN L. SIMPSON P. DANIEL ALTLAND ANDREW H. DOWLING MICHAEL D. REED PAULA J. LEICHT GARY J. HElM DAVID A. FITZSIMONS GuY P. BENEVENTANO THOMAS F. SMIDA 3401 NORTH FRONT STR.EET P.O. BOX 5950 HARRISBURG, PA 17110-0950 ~ NO. 23-1.985OO5 I~1~) 23~-5000 (717) 236-181.6 http://www, mette.com JOHN F. YANINEK* VICKY ANN TRIMMER TIMOTHY A. HOY KATHLEEN DOYLE YANINEK JAMES M. STRONG JENNIFER A. YANKANICH RANDALL G. HURST* SUSAN D. ANDERSON OF COUNSEL .lAMES W. EVANS * ~i~RYLAND BAR March 20, 2002 Mary C. Lewis Register of Wills Office Cumberland County Courthouse One Market Square Carlisle, PA 17013 RE: Estate of Robert D. Shoemaker, deceased Dear Ms. Lewis: Enclosed for filing with your office is the original and two (2) copies of a Petition for Settlement of Small Estate Pursuant to 20 Pa.C.S.A. §3102, with attached proposed Order. Also enclosed is a check in the amount of $27 in payment of your filing fee. Finally, enclosed is the original and two (2) copies of an Estate Information Sheet. Please file the original Petition and return a date-stamped copy of the Petition and the Estate Information Sheet to my attention in the enclosed postage prepaid envelope. Thank you for your assistance. Please do not hesitate to contact me with any questions. E ~o~ ~ .~ n ures .~ . = Very truly yours, Paralegal to Vieky Ann Trimmer :290072 1 IN RE: ESTATE OF ROBERT D. SHOEMAKER, Deceased · IN THE COURT OF COMMON PLEAS · CUMBERLAND COUNTY, PENNSYLVANIA · ORPHANS' COURT DIVISION ',o. z -oz- zffq ORDER consideration of the facts set forth in the Petition for Settlement of Smal'l Estate Pursuant to 20 PA. C.S.A. §3102 filed herein, IT IS HEREBY ORDERED and directed that the Mellon Bank Checking Account #222-108-6438 in the amount of $1,539.61 owned by the Decedent, Robert D. Shoemaker, be paid to Mette, Evans & Woodside, P.C. Said proceeds shall be used by Mette, Evans & Woodside, P.C. toward the payment of attorney's fees and costs associated with the administration of Decedent's estate, including the preparation and filing of a Pennsylvania inheritance tax return. BY THE COURT: :281105 _1 REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28O601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY REV-1500 / 7 - ~/--/' '~ INHERITANCE TAX RETURN/F,LE.UMBE. RESIDENT DECEDENT / 21 2002 /COUNTY CODE YEAR 00294 NUMBER DECE- DENT CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) S~er, Robert D. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 11/24/01 12/05/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 174-05-0574 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 10. Spousal Poverty Credit(date of death between 12-31-91 and 1-1-95) 3. Remainder Return 1(date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Vicky Ann Trinmer, Esquire FIRM NAME (If Applicable) Mette, Evans & Woodside TELEPHONE NUMBER (717) 232-5000 COMPLETE MAILING ADDRESS 3401 N. Front Street P.O. Box 5950 Harrisburg, PA 17110-0950 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested (6) N~ne N~ne 1,539.61 None 36,178.53 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 2,042. O0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 770.99 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) r::~FFICIAL USE ONLY 37,718.14 2,812.99 34,905.15 Nc~e 34,905.15 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15) 16. AmountofLine14taxableatlinealrate 34,905.15 X.O 45 (16) 17. Amount of Line 14taxable at sibling rate 0. O0 X .12 (17) 18. Amount of Line 14 taxable at collateral rate 0 . 00 X .15 (18) 19. Tax Due (19) 1,570.73 0.00 0.00 1,570.73 0 PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Robert D. Shoemaker ~Y OF AT~OCATIONSTOBENEFICIARIES Taxable at lineal rate Mary BethZeigler 34,905.15 21-2002-00294 PA RE¥-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 2198 Merrimac Avenue CITY I STATE I Zip Mechanicsbur~ PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,570.73 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I 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 + SA. This is the BALANCE DUE. (SB) 0.00 0.00 1,570.73 0.00 1,570.73 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 No a. retain the use or income of the property transferred; I 1 b. retain the right to designate who shall use the property transferred or its income; ................. c. retain a reversionary interest; or ........................................................ d. receive the promise for 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 adequ ate consideration? ................................................... ~ [~ 3.Did decedent own an "in trust for" or payable upon death bank account or security at his or her death9 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................... . ......................... i'-I I~l IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perju~/, I declare that I have exam ned this return, nc ud ng accompanying schedules and statements, and to the best of my knowledge and behef, it)s true, correct and complete. Declaration of preparer other than the personal representative is based on information of which preparer has any Knowledge. DATE SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS SIGNATU?~E OF PR, Fz~ARER O_T.J=tE~ THAN REPRESENTATIVE AD [~R ES-S~/ ' .¢ 3401 N. Front Street, P.O. Box 5950, Harrisburg, PA 17110-0950 DATE dates of death on or after July 1, 1994and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surwvingspouseis 3% [72 P.S. § 9116 (a) ( 1.1 ) (i)]. For dates of death on or after January 1, 1995, th e tax rate is imposed on th e net value of transfers to or for th e use of th e surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)], Th e statute does not exempt a transfer to a surviving spouse from tax, and th e statutory requirements for disclosure of assets and filing a tax return are still applicable even Jf the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: Th e tax rate imposed on the net value of transfers fro m 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)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72, P,S. § 9116(1.2) [72 P.S, § 9116(a)(1)]. The tax rate imposed on th e net value of transfers to or for th e use of the decedent's si blings is 12% [72 P,S, § 9116(a)(1.3)]. A si bling is defined, under Section 9102, as an indivi dual who has at least one parent in common with the decedent, whether by blood or adoption. 0 PA15002 NTF 29756 Copyright 2000 Greatiand/Netco LP- Forms Software Only REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Robert D. Shoemaker 21-2002-00294 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Mellc~ Bank Chec~ Acct. #222-108-6438 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc, TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,539.61 1,539.61 REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER 21-2002-00294 This schedule must be completed and filed if the answer to an of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF EXCLUSION INCLUDE NAME OF THE TRANSFEREE, THEIR ITEM RELATIONSHIP TO DECD & DATE OF TRANSFER. DATE OF DEATH DECD'S (IF TAXABLE VALUE NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 Wilmincjtc~ Trust M~ney Market Acct. 24,647.70 100% 3,000.00 21,647.70 #1350-9719. Transferred to joint ownership with Mazy Beth Zeigler within one year of death. 2 WilmirK3ton Trust Checkin~ Acct. 3,293.46 100% 0.00 3,293.46 #28472455. Transferred to joint ownership with Mary Beth Zeigler within c~e year of death. 3 Wilmi~on Trust C~rtificate of 10,087.37 100% 0.00 10,087.37 Deposit. Transferred to joint ownership with Mary Beth Zeigler within o~ year of death. 4 1990 Plymouth Acclaim, 4-door 1,150.00 100% 0.00 1,150.00 sedan, 86,000 miles, fair cx~ndition. Transferred to Mary Beth Zei~ler on 11/22/2001. TOTAL (Als0 enter on line 7. Recapitulation) $ 36,178.53 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size Copyright Forms Software Only, 1997 Nelco, Inc, REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Robert D. Shoemaker 21-2002-00294 Debts of decedent must be reported on Schedule I. ITEM NO. A. DESCRIPTION FUNERAL EXPENSES: None ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Name: Mette, Evans & Woodside Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees None TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. AMOUNT 0.00 2,000.00 0.00 42.00 0.00 0.00 $ 2,042.00 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS ESTATE OF FILE NUMBER ~ D. S~oemaker 21-2002-00,?.94 Include unreimbursed medical expenses. ITEM NO, DESCRIPTION Check Nos. 1007 through 1010 written prior to death but did not clear Wilmington Trust checking account #28472455 until after death. All checks ~ere written by decedent and represent his debts. Cbpies available upon request. TOTAL (Also enter on line 10, Recapitulation) AMOUNT 770.99 $ 770.99 7 CPA12 NTF 10912 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Robert D. Shoemaker 21-2002-00294 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Mst Trustee(s) SHARE OF ESTATE II. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Mary BethZeigler 8 Nob Hill South Millsboro, DE 19966 Step-Daughter 34,905.15 ENTER DOLLAR AMTS, FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17, 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART H -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0,00 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. Mellon. BankI PERSONAL BANKING STATEMENT DIRECT INQUIRIES TO: I,,,lll,,,lll,,,,h h,l,l,l,h, ROBERT D SHOEMAK! ROSE M SHOEMAKER 2198 MERRIMAC AVJ MECHANICSBURG PA GREAT NEWS ! THE $%0 ANNUAL ANn, BEGZNN%NG WZLL ALSO ~E ELAM' RELATIONSHIP SUMMARY DEPoSiT ACCOUNTS PERSONAL,~CKING TOTAL PERSONAL CHECKING ACCOU 17055-9508 00700 0422 MELLON BANK NA COMMONWEALTH REGION DILLSBURG q S BALTIMORE ST DILLSBURG PA 17019-1227 717-q52-9659 ZZ2-1OB-GqS& PAGE 1 OF 5 STATEMENT FROM 10/24/01 THRU 11/26/01 FOR YOUR DEBIT CARD HAS SEEN ELIMINAT£D! DECEMBER 200Z, THE $~ MONTHLY FEE FOR THE ATM C.AR~ INATED. BALAN$~ 1~,$~9,61 LOAN ACCOUNTS OUT~TANDTN~ T 222-108-6438 OPENING BALANCE AS OF TOTAL DEPOSITS AND OTHER TOTAL CHECKS AND OTHER H'ITH CLOSING BALANCE AS OF 1]/26, AVERAGE ACCOUNT BALANCE DATE ~ED DESCRIPTION [O/g~/O~ OPENING BALANCE 10/26/01 CHECK 10/$0/01 CHECK ~ 118 CHECK ~ ll/D1/Ol CHECK ~ 127 [l/OZ/O~ HISC AUTOMATE~ C ~05105G030SOC ~Z6401 SERVICE CHARGE ~/26/01 CLOSING BALANCE · YOUR MONTHLY THIS MONTH B: ~N YOUR CHECI t~T"rONS INCLUDING INTEREST CREDITED THTS PER'~OD +829.00 ;~At~'~L$ ZNCLUD[NG FEES ANO CHARGES THTS pEEl'Dp 1,~92.B7 DEPOSITs CHECKS AND OTHER AND OTHER DA/LY APDIT%ON~ H:THORAHALS BALANCE ................. lq~, O0 ................. gO0. O0 ................. ~4.98 ED US TREASURY 303 EC 17qO.5057r+A SSA 8::'9.00 ' .T ~ ............ SERVICE CHARGE ISHOHN TO THE RIGHT] HAS BEEN WAIVED CAUSE YOU NET THE AVERAGE DAILY BALANCE REQUIREHENT ING ACCOUNT. 1,195,q7 7q5.59 710.61 -Statement DATE ~719 pR~.VZOU~ ~ALJI~' 'OH ~O/}Z/D] '1 CREDIT O' DEBITS CRED~T~, ' YEAR TO U~TE ,~.~ WILMINGTON TKUST AVERAGE AVAILABLE ~A~ANCE pTZ~I BEG~Ni4.T. NG,:BALANCE :I, HTEREST PAID ANNUAL pERCENTAGE YIELD EARNED ENDING ~ALANCE 1.%2Z BALANCE 2~,625.1~ ~,6~7.70 ,Z~,647.70 Page: 1 Document Name: untitled DDSTM BNK I ACCT 28472455 BAL 2.522.47 LAST STM tl/14 LAST CR 4.500.00 10/01 PR 22 11/19 298.15 1006 22 11/27 26.00 t007 22 11/26 593,00 1008 22 11/28 118,00 1009 22 11/28 33.99 1010 **NO DEBITS/CREDITS FOR THIS ACCOUNT ***TRANSACTION COMPLETE*** Date: i2/04/2001 Time: 03:32:20 PM 01 iV CR :HECK :HECK :HECK ;HECK ;HECK BAL LST ST 3,591,61 VB-IN ST CYC 08 SHOEMAKER ROBERT D/ZEIGLE 500.00 09/20 OD CODE 8 Kelley Blue Book Used Car Values Page 1 of 2 Kelley Blue Book The Trusted Resource New Car Pricing Build a Car Intern[ives My Car's Value Used Car Retail Buy a New Car Buy e Used Car Sell Your Car Motorcydes Insurance Lemon Ch~ck Warranties Ca, Remews Car Previows Dec~o:n Guides: Advice About kbb Home Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania · March 4, 2002 1990 Plymouth Acclaim Sedan 4D Engine: 4-Cyl. 2.5 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 86,000 Equipment Air Conditioning Power Steering Buy_ a New Car Buy a Used Car List Your Car For Sale Onlin Financing Quot Insurance Quote _Wa~rr~nty Quot:_e Payment Calculator AM/FM Stereo Consumer Rated Condition: Fair "Fair" condition means that the vehicle probably has some mechanical or cosmetic defects, but is still in safe running condition. The paint, body and/or interior need work to be performed by a professional in order to be sold. The tires need to be replaced. There may be some repairable rust damage. The value of cars in this category may vary widely. A clean tit!e hjstgry is assumed. Even after significant reconditioning this vehicle may not qualify for the Blue Book Suggested Retail value. Private Party Value $1,150 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. ~t may also represent the value you might expect to receive when selling your own used car to another private party. Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Copyright © 2002 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 2002 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no htt~://www~kbb~c~m/kb/ki~d~~/kw~kc~ur?kbb;332338&;~&722;P~ym~uth;~99~%2~Acc~aim&.. 3/4/2002 7001 1940 0002 5051 8328 TO: METTE, EVANS & WOODSIDE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3401 NORTH FRONT STREET P.O. BOX 595O HARRISBURG, PA 17110-0950 REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 ATTN: CHERYL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001188 TRIMMER VICKY ANN ESQUIRE 3401 NORTH FRONT STREET P O BOX 5950 HARRISBURG, PA 17110-0950 ........ fold ESTATE INFORMATION: SSN: 174-05-0574 FILE NUMBER: 2102-0294 DECEDENT NAME: SHOEMAKER ROBERT D DATE OF PAYMENT: 05/1 6/2002 POSTMARK DATE: 05/1 5/2002 COUNTY: CUM BERLAN D DATE OF DEATH: 1 1/24/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,570.73 TOTAL AMOUNT PAID' $1,570.73 REMARKS: MARY BETHZEIGLER C/O VICKY ANN TRIMMER ESQUIRE SEAL CHECK//1022 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS HOWELL C. METTE ROBERT MOORE CHARLES B. ZWALLY PETER J. gESSLER LLOYD R. PERSUN CRAJG A. STONE JAMES A. ULSH DANIEL L. SULLIVAN STEVEN D. SN~OER CHlUSTOPHER C. CONNER JEFFREY A. ERNICO KATHRYN L. SIMPSON P. DANIEL ALTLAND ANDREW H. DOWLING MICHAEL D. gEEO PAULA J. LE1CHT GARY J. HElM DAVID A. FITZSIMONS GUY P. BENEVENTANO THOMAS F. SMIDA 3401 NORTH FRONT STREET P.O. BOX 5950 ItARRISBUR(], PA 17X10-0950 ~ NO. 2~1985005 TET J~]PHON~I F~ (717) 2355000 (717) 23~1816 http://www.mette.com JOHN F. YANINEK* VICKY ANN TRIMMER TIMOTHY A. HOY KATHLEEN DOYLE YANINEK JAMES M. STRONG JENNIFER A. YANKANICH RANDALL C. HURST* SUSAN D. ANDERSON OF COUNSEL JAMES W. EVANS *MAR~O B~ May 15, 2002 VIA CERTIFIED MAIL RETURN RECEIPT REQUESTED Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: Cheryl RE: Estate of Robert D. Shoemaker File No. 21-02-0294 11260.1 Dear Cheryl: Enclosed please find the following documents: I The original and one (1) copy of an Inheritance Tax Return, along with a cover page of the return; 2 A check payable to "Register of Wills, Agent" in the amount of $1,570.73 in payment of the inheritance tax owed; 3. A check payable to "Register of Wills" in the amount of $15 in payment of your filing fees; 4. A self-addressed, postage prepaid envelope for return mail. May 15, 2002 Page 2 Please file the Inheritance Tax Return. Please return a date-stamped copy of the cover page of the return, along with a receipt for the inheritance tax payment, to my attention in the enclosed envelope. Thank you for your assistance. Please do not hesitate to call with any questions or concerns. Sincerely, Paralegal to Vicky Ann Trimmer Enclosures :295289 1 BUREAU OF ZNDTVZDUAL TAXES ZNHERTTANCE TAX DTVTS/ON DEPT. 180601 HARRISBURG, PA 17118-0601 COMMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHER/TANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-iE~? EX AFP VICKY ANN TRIMMER ESQ *Oil METTE ETAL PO BOX 5950 ~'.: ~r HBG PA i~!0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACH 06--17--Z001 SHOEMAKER 11--24--2001 21 02--0294 CUMBERLAND 101 Amoun'l: RemA~ed ROBERT D HAKE CHECK PAYABLE AND REMYT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF SHOEMAKER ROBERT D FILE NO. 21 02-029~ ACN 101 DATE 06-17-2002 TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) $. CLosely Held S~ock/Par~norship In~eres~ (Schedule C) ($) 4. Mortgages/No,es ReceAvable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. JoAn~ly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exponses/Adm. Cos*s/MAsc. Expenses (Schedule H) (9) 10. Debts/Mortgage LAabili~Aos/Liens (Schedule Z) (10) 11. To~el Deduc~Aons 12. Ne* Value o~ Tax Re~urn O0 O0 O0 O0 1~559 61 O0 NOTE: To Ansure proper credt~ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~ax payment. 2,OqZ.O0 770.99 (11) 2.812.9g (12) 54,905.15 15. 14. NOTE: reflect figures that lnclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amoun~ of Line 14 a~ Spousal ra~e (15) .00 X O0 = 16. Amoun~ of Line 14 ~axable a~ Lineal/Class A ra~e (16) $q,905.15 X 045 = 17. A.oun~ of LAne 14 e~ SAblAng ra~a (17) .00 X 12 = 18. A.oun~ of LAne 14 ~exeble a~ Collateral/Class B ra~e (18) .00 X 15 = 19. PrincApal Tax Due (19)= TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 05-15-2002 CD001188 .00 AMOUNT PAZD 1,570.75 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE Chari*ablo/Govornmen*al Bequests; Non-elec~od 9115 Trusts (Schedule J) (13) Ne~ Value of Es~a~o Subjec~ '~o Tax (14) $q,905.15 Zf an assesseent ~as lssued prevlously, 1/nas 14, 15 and/or 16, 17, 18 and 19 ~111 .00 .00 1,570.75 .00 .00 1,570.75 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1,570.73 .00 .00 .00 ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS RE;)UTRED. TF TOTAL DUE IS REFLECTED AS A 'CRED/T' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 56~,178.55 (8) ~7,718.14