HomeMy WebLinkAbout04-1071 a!so known as
R.glst~= of Wills for the
~ Deceased. County of C ~'.a ~. t~ in the
Social Security No. ~ / 'V -/fi ~ o t 2 ~-- Commonwealth of Pennsyivania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are !8 years of age or older an th. executed e~J%~v%ij',Z~4hZ named
in the las{ wili of the above decedent, dated_~ j6
and codicil(s)
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ( v~/k2~'gj~,_ .9-~v ,b County, Pennsylvania, with
~ ! 5 _ last family or principal residence at 9 V ,{PA,mx L:L
(list street, number and rnuncipality)
Deccndent, then 270~-' years of age, died ,.v~;~./ '" ~
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:
Decendeat at death owned p~perty with estimated values as follows:
(If domiciled in Pa.) All personal property $ / o-P ~ ~ c
(If not domiciled in Pa.) Personal property in Pennsylvania
(ti not domiciled in Pa.) ?ersonal property in County $
Value of real estate in Pennsylvania $ F.' ~ ~ ,: c
situated as follows: ~,"¥ ].)~zz-.-~z.. /~-,.,Fa_~F z.-;~.a/
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant o.
-
OATH OF PERSONAL REPRESENTATIVE
qCOMMO~WEAETH OF PENNSYLVANIA
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 knowledge and belief of petitioner(s) and that as personal re2resen-
t&ti~/~,fctx.; of the abo,,e deced~m~_~__. ~Detlt{nnerfgl,~, will wd! and truly, administer the estate according to law.
S~orn to or affirmed and subscribed
b~fore, , me this. _~.2~ day. ~°f ~
~' ' "2 . , I ORegis:e:
c I
~ ~Cr~ ....... instrume~N s ~ ~r~n ~
described ,.'herein be admitte~ to probate and filed of record
~d Letters Tt~'>T~E ~r/~ R-f
~, ~ --r'~
Probate, ~.et~ers, [t~ .......... S ]'~ ~' C d
Sho~ Certificates(10 S ~), C0 AWORNEY (Sup. Ct. La. No.)
Filed ...................................
PHONE
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
.^~E o~~.~I CERTIFICATE OF DEATH
Cumberland .Lowex Allen T
rmy Colone GuaF~
New Cumberland,PA 17070 {s~,~.~, .... (, ~,~ ....
3euJa ~ N. I)aum
OATEOFOIS~OSITION 2e~ 44 Drexel P~ace, N(w Cumberland,pA 17070
~ov ~ 7. 2004 ~t. Olivet: Comete~-y nbertand,PA1707
LAST WILL AND TESTAMENT
OF
LAMAR M. SHECKARD
1, LAMAR M. SHECKARD, of Lower Allen Township, County of Cnmberland and State of
Pennsylvania, being of sound mind, memory and understanding, do make, publish and &clam tbis to be
my Last Will and Testament, hereby revoking and makina void all previous wills or testamentary
diipositions heretofore made.
ITEM I. I direct that my bereinafler named Executrix pay my just debts and funeral expenses
as soon after my deatb as is practicable.
1TEM II. I give, devise and bequeath all of my estate, real and personal of whatsoever kind
ani wherever situate to ~ny wife, DOROTHY R. SHECKARD, provided that she survives me by thirty
dat s following tile day of my death.
ITEM Ill. In tile event my said wife should predecease me or should fail to survive me by thirty
days fbllowing the day of my death, then I give, devise and bequeath tile
following:
!1 I. To my granddaugbter DAN1ELLE MCLAUGHLIN, my military unifbnns and
memorabilia;
2. To my daugbter LADELE R. HAWS, tbe highboy desk which was inberited from
my motber;
3. To my daughter PENNY C. SPENCE, the ligbt colored wood bedroom set and cbest.
ITEM IV. I hereby atttborize, permit and agree to tbe interment set of my former wife Ladele
Ro trbaugb in tbc Sbeckard family plots at Laurel Hill Cemetery m Columbia, Penusylvania.
Page 1 of 3
ITEM V. hr the event that lny said wife should predecease me or should fail to survive ~ne bv
tliirty days following the day of my death, then I give, devise and bequeath all of my said estate, of
~qhatever, nature and ~vberever situated, to such of my children and stepchildren DEAN R. UPDEGRAFF,
~BERT G. UPDEGRAFF, KAREN RUTH MCLAUGHLIN, LADELE R. HAWS, PAMELA J.
B~WMAN and PENNY C. SPENCE, as may be living at the time of my death and to the issue then
li~ing of sucb of my aforesaid children and stepchildren as may then be dead, per stirpes.
ITEM VI. I appoint KAREN RUTH MCLAUGIfLIN aud LADELE R. HAWS, Co-Executrixs
o~this will. No fiduciary acting hereunder shall be required to post bond or enter security in auy
jut~sd~cHon.
IN WI~ESS WHEREOF, I, LAMAR M. SHECKARD, have hereunto set my hand and seal this
Lamar ~. Sbeckard
The preceding instrumeut, consistiug of this and one other page, was on the date thereof signed,
pu )lished and declared by LAMAR M. SHECKARD, thc Testator therein named as and for bis Last Will
an~ Testament and iu the presence of us. who at bis request, in Iris presence and in the presence of each
other, have subscribed our names as witnesses hereto.
Page 2 of 3
I~OMMONWEALTH OF PENNSYLVANIA:
7/ : ss.:
OUNTY OF ~,[d. /kJj :
We, LAMAR M. SHECKARD, and ~",L-{.,(,,/~K ]~k- ]t'"[a.-W~'-t'tq , and
~4.,{,.)?? t ~ ~ k (?~ · , the Testator and the wituesses, respectively, whose names are
s~ ned to the attached or foregoing instruments, being first duly sworn, do hereby declare to the
m Jersigned authority that the Testator signed and executed the instrument as his Last Will, and that he
h: signed williugly and that he executed it as her free and voluntary act for the purposes therein
e> ressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as
w nesses and that to the best of their knowledge the Testator was at that time eighteen (18) years of age
or older, of sound mind and uuder no constraint or undue influence.
~AMAR M. SHECKARD
Witness
Witness
Subscribed, sworn to and acknowledged before me by LAMAR M. SHECKARD, the Testator,
an, I subscribed and sworn to before me by witnesses (--'~' k'c")~"-ik-'~v4t,'N and
~2gJ'(.~ ~ ~.(,'t~,o,,this 14 dayof ~~ , 19q~
L NOTARY P~
My Commission EYpires:
Page3 of 3 [
~~ ~[~ NOV. 15,
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
HAWS LADELE R
125 BLACKSMITH ROAD
CAMP HILL, PA 17011
RE: Estate of SHECKARD LAMAR M
File Number: 2004-01071
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 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
03/04/2005
Your prompt attention to this matter will be appreciated.
Thank You.
r~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
MCLAUGHLIN KAREN RUTH
125 BLACKSMITH ROAD
CAMP HILL, PA 17011
RE: Estate of SHECKARD LAMAR M
File Number: 2004-01071
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 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
03/04/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
L'-11},"-Y JJ) Sh t'~ yo J
Date of Death:
NOVe411be-v /3 :J..oo-,!
,
Will No.
Admin. No.
To the Register:
O~-IOll
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 NOllem!7t2cr 14-. :
,
Name
Address
De tlYl
4:3 3'] 5Pt'i AiR . jot I 3 t1'j
II . tJH-le fi'1 ve0S.C ~ S (,;,
- t-1. W~
/31 ~iver Ben! PI<!.
C , ka.nc.a5le.-; P",I](;,o.1,
i4b OvJj /4;11 KtJ,
_ j...;+ ,tc, I~c....
'7543
" tz...}ZJ-l)2-
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
A II Were 110+; Fi~ J
Date: ?r)aA/lJ L ~ J.MS
_1!au 1\/ /I. fn i;'Z/0
Signature
~ ' ")
Name Ka..fen K. 01C Lt{u.jhlln
Address I;),S- i3/6t'J<..<"J)IlY.ll xd,
{lamp
I
UI ii, ~
,
/7D//
Telephone ('711) 7& / - 19 7 ?
Capacity: ~ Personal Representative
_Counsel for personal representative
\7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCLAUGHLIN KAREN RUTH
125 BLACKSMITH ROAD
CAMP HILL, PA 17011
nnn__ fold
ESTATE INFORMATION: SSN: 717-12-5485
FILE NUMBER: 2104-1071
DECEDENT NAME: SHECKARD LAMAR M
DATE OF PAYMENT: 08/08/2005
POSTMARK DATE: 08/05/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 005663
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,283.71
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$10,283.71
REMARKS: KAREN MCLAUGHLIN
CHECK# 1031
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
RfV.1500EX(6-OO)
COMMONWEALTH OF
. PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
i~:L1-_
......BER
OFFICIAL USE ONLY
FILE NUMBER
l1- - ~~
COlNTY CODE VENt
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
LAMAR SHECKARD
DATE OF DEATH (MM-OI).'fEAR)
DATE OF BIRTH (MM-DD- 'fEAR)
SOCIAL SECURITY NUMBER
717-12-5485
THIS RETURN MUST BE FIlED IN OUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
11-13-2004 09-02-1919
(IF AFPLICABLE) SURVMNG SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
w !ZI 1. Origilal Re\Un 0 2. SUppJemenlal RellI11 0 3. RemainderReIt.rn(dlleddeathpriorlo12.1J..a2)
,.,
",;!;", o 4. UrrutedEslate 0 48. Future Interest COmpromise (dlle of deathafler 12.12.Q) 0 5. Federal Es1ae Tax ReIum Required
,,0:'"
wOo" !ZI 6. Decedent Died T estale (Attach copy 01 \W) 0
",00 7. Decedent Manfajned a Living Trust """" oopy oIT""1 _ 8. Total NlI11ber <t Safe Deposit Boxes
"o:~
0.'"
~ o 9. litigation Proceeds Received 010. Spousal Poverty Cred~ (date of death between 12031-91 m1H-95) o 11. 8ecliontotax....erSec. 9113(Ali_""'01
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.S'
NAME
ELIZABETH WILSON
FIRM NME (W App'_1
,
COMPLETE MAILING ADDRESS
1664 lCATIJR'I'N STREET
NEW CmlDERLAND, PA 17070
(05:,t B am herJer Rd.
EAter-s, PCL, / '13/7
TElEPHONE NUMBER
717-932-8173
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a:::
1. Real EsIate (Sdledule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held CaporaIion, Pa1nershlp or Soe-Proprielorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Dapos" & Miscella1eous Personal Properly
(SeIledule E)
6. JoinUy OWned Property (Schedule F)
o SepalaIe IliUing Requested
77,297.92
70,791.46
0.00
0.00
91,168.37
r-:
C")
(..:>
o
OFFICIAL USE ONLY
(1)
(2)
(3)
(4)
(5)
r--:>
0;:;:;:'
~
G,
.1
.(=>
...,
,
-:':J
=
::1:2 Pi
C)
:-J':J
CJ
:, r-:,
C' :::::J
~ c:>
1'-:"
- --"
- (-:"'5
r"1
)<~
-~-
0.00
(6)
-0
ri
::.~
~
C)
=
(7)
0.00
7. klier-Vivos Transfers & Miscellaneous Non-ProbaIe Property
(ScI1eduIeGorL)
8. Total Gross_ (total Unes 1- 7)
9. Funeral Expenses & Administrative Costs (Sdledule H)
10. Debts of Decedent, Mortgage Liabilaies, & liens (Sdledule I)
11. Total Deductions (total Unes9& 10)
239,257.75
(9)
(10)
(8)
9,293.52
987.35
(11)
(12)
(13)
10,280.87
228,976.88
450.00
12. Net Val ue of Estate (Une 8 minus Une 11)
13. Charilable and GoIernmen\aI BequestslSee9113 Trusts for whiell an election to Iaxhas not been
made (ScI1edule J)
14. Net Value Subject to Tax (Line 12 minus Une 13)
(14)
228,526.88
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SEE INSTRUCTlONS FORAPPUCABLE RATES
15. Amoont of Line 141axab1e Ii \he spoosallax
rate, or transfers ....er Sec. 9116 (a)(1.2)
X.O_ (15) 0.00
228,526.88 X.O 45 (16) 10,283.71
X .12 (17) 0.00
X .15 (18) 0.00
(19) 10,283.71
16. Amount ofUne 14laxableli lineal rate
17. Amount <tLine 14 taxableli~bllng rate
lB. Amount of Une 14laxable at collateral rate
19. Tax Due
SlfPA42Q21F.1
. Decedent's Complete Address:
STREET ADDRESS 44 DREXEL PLACE
CITY NEW CUMBERLAND I STATE PA I ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
10,283.71
Total Credits (A + 8 + C) (2)
0.00
3. Interest/Penally ~ app~cabIe
D. Interest
E. Penally
TotallnteresUPenalty (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)
0.00
0.00
10,283.71
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
(SA)
(58)
to: REGISTER OF WILLS, AGENT
10,283.71
PLEASE ANS\M:R THE FOLLOMNG QUESTIONS BY PLACING AN "X" IN THE APPROPRlAlE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income ofthe propertylransfenred; ........................................ 0
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. 0
c. retain a reversionary interest; or ......................................... . . . . . . . . . . . ... 0
d. receive the promise for life of either payments, benefits or care? ............................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
withoulreceillingadequateconsideration?................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or securily at his or her dealh? . . . .. 0
4. Did decedent own an Indillidual Retiremenl Accounl, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................... 0 [XI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT M PART OF THE RETURN.
Under penalties cJ perj<.<y, I dee/a'e that I have examined this reIlrn, Including accanpa1~ng schedules and statements, and to \he best cJ my I<noMedge and beliEl, ij is true. correcl and conplele.
Dee/a'a1ioo cJ prepa-er aher than the persooal representaIive is based 011 alllrtorrnaliOl1 cJ which preparer has lilY kr'<lWIedge.
SIG TURE OF PERSO RESPO SI8LE F R FIUNS> I3fTURN, . DA E
. ar~ . c CL{(_d~.~J ~Ik. R
ADDRESS /,;l5 I3ICLGl<sm', 'J CarYlp 1+,11 Pee J1illl
],604 lCA'PfIRYN ,c'I'REET, NEW CUl'1BERLl\Nrl, FA 17070
S'~iVilE OF PREP~I1\PHER T~Y!lItSENTATIVE
~~..~^ ??#
ADDRESS
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
1!111111ll1.1I1.!I!I~..W1IFf'.1 U~IlU [lli!.~. Il__~ .LTI !IIIIIiJJI~,_. ...IJlil1lR'wI"!l", """ "'-nr'-"""lIIf I UIl
For dates ofdealh on or after July 1,1994 and before January 1, 1995, the lax rate imposed on the net value oflransfers to or for the use olthe surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) Q)].
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 suNilling spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a suNilling spouse from tax. and the statutO/)' requirements for disclosure of assets and filing a tax return are stUl applicable.....n
if the suNiving 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 nalural parent, an adoptive
parent, ora stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value oltransfers to or for the use olthe 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 the net value of transfers to or for the use of Ihe decedent's siblings is 12% [72 P.S. ~9116(a}(1.3)). A sibling is defined, under Seciion 9102, as an
indillidual who has at least one parent in common with the decedent, whether by blood or adoption.
No
IZI
IZI
IZI
IZI
IZI
[XI
D~~~~
SlF PA42021F.2
REV-1502 EX + (1-97) (I)
CO"-10NWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURH
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
SHECKARD, LAMAR M. 2004-01071
All roaI property owned solely or as ._in oommon must be I'epClrted lit birrnarlult value. Fair m_ value is defined as the price al which propeItywoud be exchanged beIween a
willing bUjef and a willing selier, neither boing compelled to buy or sell, boIh having reasonable _go of the r_ facls. Real poperty which i$ jolnUy-owned with right oIl1U1Vivorshlp
must be disclosed on Schedule F.
ITEM
NUMBER
1.
1
1
OESCRIPTION
RESIDENCE 44 DREXEL PLACE, NEW
SALE PROCEEDS ON 2/3/2005
INHERITANCE TAX ESCROW
VALUE AT DATE
OF DEATH
CUMBERLAND, PA
73,472.92
3,825.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
77,297.92
STFPA42021F.3
REV-1503 EX + (1-97) (I)
CQl,f,tONWEAlTH Of PENNSYlIAAIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
SHECKARD, LAMAR M.
FILE NUMBER
2004-01071
All property joinUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2
3
4
5
6
DESCRIPTION
212 SHARES ALLTEL CORP @56.39/SHARE
326 SHARES INDYMAC BANCORP @32.21/SHARE
200 SHARES TXU CORP @65.31/SHARE
536 SHARES WACHOVIA CORP @ 53.01/SHARE
87.689 SHARES LEGG MASON TRUST @61.49/SHARE
37 SHARES OF METLIFE INC @ 39.70/SHARE
VALUE AT DATE
OF DEATH
11,954.68
10,500.46
13,062.00
28,413.36
5,392.00
1,468.96
STFPA42021FA
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
70,791.46
REV-1508 EX.. (1-97) (J)
cor.t.!ONWEALlli Of PENNSYl\b\N1A
INHERITANCE TAX RETURN
RESIllENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
SHECKARD, LAMAR M.
FILE NUMBER
2004-01071
Include !he proceeds Ii litigaUon end the dale !he proceeds were received byll1e.-. All JlI-'Y jointly_with the right aI survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2
3
4
5
6
7
8
9
10
11
12
13
14
15
15
DESCRIPTION
PNC CHECKING ACCOUNT #5140220526
LEGG MASON CASH ACCOUNT #363-01497-18
ARTISANS - LIFE INSURANCE
TRAVELERS ASSOCIATION REFUND
AARP MEMBER REFUND
DEPARTMENT OF TREASURY - LIFE INSURANCE
DEPARTMENT OF TREASURY - LIFE INSURANCE
DEPARTMENT OF TREASURY - LIFE INSURANCE
STONE & MURRAY FUNERAL REFUND
METLIFE TRUST DIVIDEND
LEGIONNAIRE INSURANCE REFUND
POPULAR MECHANICS REFUND
READER DIGEST REFUND
DIAL AMERICA AND METLIFE REFUND
1995 LINCOLN CONTINENTAL SEDAN
SALE PROCEEDS ON 2/9/05
VALUE AT DATE
OF DEATH
7,689.53
71,197.46
588.00
15.62
21. 00
3,192.86
3,068.91
1,057.31
1,065.40
17.02
6.44
8.98
61.46
1,478.38
1,700.00
STFPA42021F.9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insari additional sheets of the same size)
91,168.37
REV-1511 EX of- (1-97)(1)
CCMvlONWEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISlRATIVE COSTS
ESTATE OF
SHECKARD, LAMAR M.
FILE NUMBER
2004-01071
0ebIs 01 decedent must be reported on Schedule J.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. STONE & MURRAY FUNERAL HOME 7,015.00
2 TRINITY UNITED METHODIST CHURCH 435.29
3 PEALER'S FLOWERS 299.93
B. ADMINISTRATIVE COSTS:
1. Personal Represenlativiis Commissions
Name ci Personal Representalive(s)
Social Sec:u-ity Number( s) f EIN NlI1lber of Personal Representaive( s)
streelAddress
City SIaIe Zip
V....(s) Commission P~d:
2. Marney Fees
3. Family Exemplion: (W decedenfs address Is nollhe same as daimanfs, aIlach explanation)
Claimant
streelAddress
City SIale . Zip
R~a1ionship ci Claimant to Decedent
4. Probate Fees 316.00
5. Accwrtant's Fees
6. Tax Relt.m Preparer's Fees 900.00
7. APPRAISAL FEE 300.00
8 POSTAGE TO MAIL LEGAL DOCUMENTS 27.30
TOTAL (Also enter on line 9, Recapijulation) $ 9 293.52
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.12
REV.1512 EX + {1-s7) (1)
toI>f,tONV>EALTH OF PENNSYllIANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEr
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
FILE NUMBER
2004-01071
ESTATE OF
SHECKARD, LAMAR M.
Include ""reimbursed medical
ITEM
NUMBER
1.
2
3
4
5
6
7
8
9
DESCRIPTION
AMOUNT
39.46
115.30
115.92
196.78
150.91
120.98
24.00
130.00
94.00
COMCAST TV CABLE
VERIZON TELEPHONE
PAWC WATER
UGI GAS
PATRIOT-NEW NEWSPAPER
PP&L ELECTRIC
LOWER ALLEN TWP. SEWER
COMMISSIONED OFFICER MESS
ZIMMERMAN PLUMBING
STFPA42021F.13
TOTAL (Also enter on line 10, RecapKulalionj $
(If more space is needed, insert additional sheets of \he same size)
9B7.35
. REV-1513 EX + (9-00)
'COMMONWEALTH OF PENNSYlIIAIlLo\
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULEJ
BENEFICIARIES
ESTATE OF
SHECKARD, LAMAR M.
FILE NUMBER
2004-01071
NUMBER
I.
1.
2
3
4
5
6
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBlITlONS (include outright spousal distributions, and transfe!s
under Sec. 9116 (a) (1.2)J
KAREN RUTH MCLAUGHLIN
125 BLACKSMITH ROAD
CAMP HILL, PA 17011 STEPDAUGHTER
LADELE HAWS
PO BOX 38807
BALTIMORE, MD 21231 DAUGHTER
PENNY C SPENCE
131 RIVER BEND PARK
LANCASTER, PA 17602 DAUGHTER
ROBERT G UPDEGRAFF
2730 SEA STRAND LANE
MT PLEASANT, SC 29466 STEPSON
PAMELA J BOWMAN
146 OWL HILL ROAD
LITITZ, PA 17543 DAUGHTER
ELIZABETH WILSON
1604 KATHRYN STREET
NEW CUMBERLAND, PA 17070 STEPDAUGHTER
AMOUNT OR SHARE
OF ESTATE
16.67%
16.67%
16.67%
16.67%
16.66%
16.66%
ENTER OOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
II. NON-TAXABLE D1STRIBlITIONS:
A. SPOUSAL DISTRIBlITIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
STFPA42G21F.14
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBlITlONS
1. VISITING NURSE ASSOCIATION HOSPICE
3315 DERRY STREET
HARRISBURG, PA 17111
2 TRINITY UNITED METHODIST CHURCH
405 BRIDGE STREET
NEW CUMBERLAND, PA 17070
3 GOODWILL INDUSTRIES
1150 GOODWILL DRIVE
HARRISBURG, PA 17105
TOTAL OF PART II. ENTER TOTAL NON.TAXABLE D1STRIBlITIONS ON LINE 13 OF REV.1500 COVER SHEET $
(If more space Is needed, insert additional sheets of the same size)
100.00
100.00
250.00
450.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-19-2005
SHECKARD
11-13-2004
21 04-1071
CUMBERLAND
101
APPEAL DATE: 02-17-2006
( 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
9Y!_~~9~~_!~!~-~!~~----__~___~~!!!~_~9~~~_~9~!!9~_~9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LAMAR M FILE NO. 21 04-1071 ACN 101 DATE 12-19-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
,,~.., t"-,
ELIZABETH WILSON
652 BAMBERGER RD
ETTERS
PA 17319
ESTATE OF
SHECKARD
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
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C EDITS:
DATE
08-05-2005
+
INTEREST/PEN PAID (-)
.00
NUMBER
CD005663
INTEREST IS CHARGED THROUGH 01-03-2006
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
THE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
77 ,297.92
70,791.46
.00
.00
91. 168.37
.00
.00
(8)
REV-1547 EX AFP (06-05)
LAMAR
M
(9)
nO)
9,293.52
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
239,257.75
10.280 87
228,976.88
.00
228,976.88
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
10,303.96
.00
.00
10,303.96
10,283.71
20.25
.40
20.65
pJ(
987.35
Cll)
Cl2)
Cl3)
Cl4)
.00 X 00 =
228,976.88 X 045 =
.00 X 12 =
.00 X 15 =
Cl9)=
AMOUNT PAID
10,283.71
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Sheckard, Lamar
FILE NUMBER
Kathy Leo
ACN
2104-1071
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
J II
The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
ROW
Page 1
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
HAWS LADELE R
125 BLACKSMITH ROAD
CAMP HILL, PA 17011
____un fold
ESTATE INFORMATION: SSN: 717-12-5485
FILE NUMBER: 2104-1071
DECEDENT NAME: SHECKARD LAMAR M
DA TE OF PAYMENT: 01/05/2006
POSTMARK DATE: 01/03/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 006176
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $20.65
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$20.65
REMARKS:
ELIZABETH WILSON
CHECK#1045
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
r----
I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
12-19-2005
SHECKARD
11-13-2004
21 04-1071
CUMBERLAND
101
APPEAL DATE: 02-17-2006
( See reverse side under Objections)
Amount Remitted I f! ~O, w s I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~9_I~~~_~~~~______~___~~!~!~_k~~~~_~~~!!~~_E~~_y~~~_~~~~~~~__~___________________
ELIZABETH WILSON
652 BAMBERGER RD
ETTERS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LAMAR
M
PA 17319
----- -- ._-~----------- -~.- --------~._._- -..-....----
F'~ .~
',-
',)
t -
, ~~
~~t
~~~.
~~
k
t
r--
~
t>.l
~~l
Jt~~
~ t":l
.... i
~ ~
:c~&-:
~
C I~'~~:\ ~
/;/ c - , . '".. . _ I. ~. :i
-' ~ 0.1
" '.'/'
'-;..,:...,..:c:;;.....
\ ",I..... " :' '..' I
! :
'. \
'. , \
' '. i.
I ~i !
~ f. "
('. I..... . .0' (
l, . \
,~~
Irm
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
, :
~1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-30-2006
SHECKARD
11-13-2004
21 04-1071
CUMBERLAND
101
LAMAR
M
r'
ELIZABETH WIlSON
652 BAMBERGER RD
ETTERS
PA 17319
Allount Rellitted
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 KKK
ESTATE OF SHECKARD LAMAR M FILE NO.21 04-1071 ACN 101 DATE 01-30-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY 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: 12-19-2005
PRINCIPAL TAX DUE: 10.303.96
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-05-2005 CD005663 .00 10.283.71
01-03-2006 CD006176 .40- 20.65
TOTAL TAX CREDIT 10.303.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
1lI IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
RK
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/30/2006
HAWS LADELE R
125 BLACKSMITH ROAD
CAMP HILL, PA 17011
RE: Estate of SHECKARD LAMAR M
File Number: 2004-01071
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' COUET 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:
11/13/2006
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,
(11, C~?~ " LI- /.h _ jJ
,lj~ lfiUl1MJ.JUML.P:r
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
\
Of
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/30/2006
MCLAUGHLIN KAREN RUTH
125 BLACKSMITH ROAD
CAMP HILL, PA 17011
RE: Estate of SHECKARD LAMAR M
File Number: 2004-01071
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: 11/13/2006
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,
ff ~tP. /2- ~/}
.J!/} ';~Jb~#'
,A..1tMd~ Ualtf2#0' ~.:"1 \...I
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: '-L"'MY1 ~~ y IYI
~S' hecklrJ
Date of Death:
I ~ / L"> );;.CC dr
Estate No.: <~ ID J.f -- 1011 /
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State ~.7ther administration of the estate is complete:
Yes Ui No 0
2. Iftbe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
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 ILl )0 till) it) 1'1-11+111'::> fCdry)'
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~rypresentative state an account informally to the parties in
interest? Yes M No 0
c. Copies of receipts, releases, joinders and approval of fomlal or infomlal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~ tjitt fU.
"~. ,{It 'v .' ~al~ /J
SIgnature .
0/ .
)(A fU::. tJ f!. In C L () LA- \ h j IJ 1
Name <'
I '
Date: i / /7 !.J,C!() (;
I I
V.' ,.", ' ...., .,. "'~I{\
v'd \,..__.j <ci' J i....~~.~.--.li. oJ
1'10'-"'" n \'''-li-Il~jO
"LtJi ;\)\-) J!I"~'.Jl law
~!O >!djl~
iJS /3/C(c)(Sml'!i, Aid.
Address C ,4-'YV1 P f-i /'/I! P Cl. I 7 t) I I
7/7- 7G,/-1Q 7(;
Telephone No.
~sonal Representative
o Counsel for personal representative
1.\ I ,.. I I Or 1 r;rrr,c::apacity:
20 :2 n<J t, /, I'll 'jJiJl..
(
"f
ACCOUNTING STATUS FOR ESTATE Ulf
LAMAR M. SHECKARD
INCOME:
Stocks & Bonds/Legg Mason Cash Acct
Proceeds from Sale of Home:
Personal Checking Account
Life Insurances:
Auto/Homeowners Insurance Refund:
Association Refunds:
Utility Refunds:
Magazine Refunds:
Dividends/Interest
Railroad Burial Refund
Sale of Car:
IRS Abatement (Late fees & fines)
Coins
TOTAL:
EXPENSES:
Inheritance Taxes
Federal Taxes (2004 & 2005)
Penalties & Fines for late filing
Tax Preparation Fees (Accountant)
Funeral Expenses:
Utilities, Checking Acct Fees,
Newspaper, Plumber, Reg.
of Wills filing fee
Charitable Donations (Church,
Visiting Nurses (Hospice) &
Goodwill
Postage Expenses
Distribution:
Karen R. McLaughlin
Robert G. Updegraff
Michelle Bonetti &
Christopher A. Updegraff
(children of Dean R. Updegraff,
deceased)
Ladelle R. Haws
Penny C. Spence
Pamela J. Bowman
Executor Fees
TOTAL:
$140,519.96
77,297.92
7,689.53
9,697.96
935.04
306.32
21.42
91.38
101.19
1,065.40
1,700.00
491.95
300.00
$240,218.07
10,304.36
1,936.00
486.76
1,090.00
8,386.22
1,040.00
450.00
78.54
35,600.00
35,600.00
17,800.00
17,800.00
35,600.00
35,600.00
35.600.00
2.846.19
$240,218.07
Uc:.vC:UC.I'41 ~ l'U"'\IYIC \U"\.:>> I, lI"v I, ',\I'IU IVllULJl..~ U,II V'\L.I ,-~_j\~!~ lY "''"''V.,.'" ",,,,,',,",,,",1" 1 1 I,VI"WOI"..J\
I-
Z LAMAR SHECKARD 717-12-5485
W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD-YEAR) 11-IIS RETURN MUST BE FILED IN DUPUCATE WITH THE
C
W 11-13-2004 09-02-1919 REGISTER OF WILLS
()
W (IF APPlICABLE) SURVIVING SPOUSE'S NAME (lAST. FIRST. AND MIDDlE INITIAL) SOCIAL SE.CURITY NUMBER
C
LU [Xl 1. Original Return 0 2. Supplemental RetlII1 0 3. Remainder Return (dale of death prior!o 12.13-82)
~UJ 0 4. Limited Estate 0 43. Future Interest Compromise (date 01 doalI1 after 12-12-82) 0 5. Federal Estate Tax Return Required
o::~
0..0
00 [Xl 6. Decedent Died Testate (Attach rorrf of 1M0) 0 7. Decedent Maintained a Living Trust lAttadlcopy of Trull) _ 8. Total Number of Safe Deposit Boxes
0::-'
0..C!l
0.. 0 9. litigation Proceeds Received o 10. Spousal Poverty Credit (dale of death belw8en 12-31-91 ard 1-1-95) o 11. Election to tax under See. 9113(A)(Attadl Scl1 0)
<{
I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPlETE MAILING ADDRESS
LU
0 ELIZABETH WILSON 1604 KATHRYN STREET
z
0 FIRM NAME (If Appicable)
0.. NEW CUMBERLAND, PA 17070
UJ
LU
0::
0:: TELEPHONE NUMBER
0
u 717-932-8173
1. Real Estate (Schedule A) (1) 77,297.92 OFFICIAL USE ONLY
2. Stocks and Bonds (Sr...hedule B) (2) 70,791.46
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00
-
4. Mortgages & Notes Receivable (Schedule D) (4) 0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 91,168.37
Z (Schedule E)
0 6. Jointly 0Nned Property (Schedule F) (6) 0.00
5 o Separate Billing Requested -
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0.00
;:)
I- (Schedule G or L)
[: B. Total Gross Assets (total Lines 1 - 7) (8) 239,257.75
<t
() 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,293.52
W
~ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 987.35
11. Total DeduCtions (total Unes 9 & 10) (11) 10,280.87
12. Net Value of Estate (Line B minus Line 11) (12) 228,976.88
13. Charitable and Governmental Bequests/See 9113 Trusts fa- which an election to tax has not been (13) 450.00
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 228,526.88
SEE INSTRUCllONS FOR APPUCABlE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0
~ rate, or transfers under See. 9116 (a)(1.2) X.O_ (15) 0.00
22 8 , 52 6 . 8 8 X .0 45 10,283.71
I- 16. Amount of Line 14 taxable at lineal rate (16)
;:)
a.. 17. Amount of Une 14 taxable at sibling rate X .12 (17) 0.00
:lE
0 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00
()
g 19. Tax Due (19) 10,283.71
20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
'1' PA42021F.l
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
SHECKARD, LAMAR M.
2004-01071
Include the proceeds of Irtigation and the date the proceeds were received by the estate. All property joiltly-owned with the right of sulVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2
3
4
5
6
7
8
9
10
11
12
13
14
15
15
DESCRIPTION
PNC CHECKING ACCOUNT #5140220526
LEGG MASON CASH ACCOUNT #363-01497-18
ARTISANS - LIFE INSURANCE
TRAVELERS ASSOCIATION REFUND
AARP MEMBER REFUND
DEPARTMENT OF TREASURY - LIFE INSURANCE
DEPARTMENT OF TREASURY - LIFE INSURANCE
DEPARTMENT OF TREASURY - LIFE INSURANCE
STONE & MURRAY FUNERAL REFUND
METLIFE TRUST DIVIDEND
LEGIONNAIRE INSURANCE REFUND
POPULAR MECHANICS REFUND
READER DIGEST REFUND
DIAL AMERICA AND METLIFE REFUND
1995 LINCOLN CONTINENTAL SEDAN
SALE PROCEEDS ON 2/9/05
VALUE AT DATE
OF DEATH
7,689.53
71,197.46
588.00
15.62
21.00
3,192.86
3,068.91
1,057.31
1,065.40
17.02
6.44
8.98
61.46
1,478.38
1,700.00
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:enior Choice Plan Account Statement
J For 24-hour customer service information, sign-on to Account link @
z:. by Web on pncbank.com or call 1-888-PNC-BANK
For the period 11/22/2004 to 12/17/2004
EST OF LAMAR M SHECKARD DECO
Primary account number: 50-0433- 7754
Page 2 of 4
Est Of Lamar M Sheekard Deed
Lacfele R Haws Extr
Karen Ruth McLaughlin Extr
enior Choice Plan
aterest Checking AccolBlt S....mary
count number: 50-0433-7754
=-lance Summary
Please see the Activity Detail section for
additional information.
Beginning
balance
.00
Deposits and
other additions
15'1,554.71
Checks and other
deductions
Ending
balance
122,116.33
32,.10;3.38
Average monthly
balance
56,900.42
Charges
and fees
.1:3.80
'ansaction Summary
Check CardfBan!-':card
pas PIN transactions
18
Check Card pas
signed transactions
o
o
Checks paidl
withdrawals
Total ATM
transactions
o
PNC Bank
ATM transactions
Other Bank
ATM transactions
o
o
As of 12' 17, a total of $8.63 in interest w
earned this year.
terest Summary
Average collected
balance for APYE
Interest Earned
thi s pen od
"
0.21%
Number of days
in interest period
26
51,207.46
:'J.6~l
Annual Percentage
Yield Earned (APYE)
ctivity Detail
tposits and Other Additions
There were 8 Deposits and Other Additions
totaling $154,554.71.
Amount Description
'22 5,000.00 Deposit Reference No. 026821242
'30 135,127.96 Deposit Reference No. 0277752~10
'02 5,392.00 Deposit Reference No. 027330360
06 5:'J8.00 Deposit Reference No. 024852150 ~
'08 6,298.39 Deposit Reference No. 0248729.1-1 .0
'09 1,057.31 Deposit Reference No. 0" - 8"'i -" ~ ::;:
_b, _.b,>1 /
'15 1.082.42 Deposit Refel'Cllce No. 027101732
'17 863 Inlen:-st P;lnnent
lecks and Substitute Checks
ck Date
,ber Amount paid
100.00 11'29
n.oo 1 L 30
710.00 12/01
130,00 1201
100.00 12,01
299,93 12'03
58.17 12'03
45.42 12'03
II ,. 20,000.00 12'06
ap in check sequence
her De
02
Amount Description
48.80 Check Printing Fee
Check
number
DetE Reference
':"nI0U\",t / p-:.;!i number
~O.OOO.lll) ~:j 03 ,; !,: ".; "'1-,.,
:,!n 000 .00 117 . .2.:.....:.: ,2 !
~ 0.000.00 ' 1.2 07 "~,'L!
,211 . 000 ilO i /'1) n~l "2,' -..' 1"'
.211.r;I)Ollll J:'. 12 , ~) "2,; 17-:-,: - 2
13~).2q / 1.2 /kl ".: t-'.'-'" i~
1.2..2 I 1.2 I" [':Vi2.:.--:j
/' .'
-, I.) 1.2 Iii !i..!~-.I '1' ,I:
~l_L '/
~)o. 73 1.2 'f, 'i2;:,':-:,'<": I
Refer~nce
number
0275711355
021]31,3 L1
0283S~12~\~)
028361'\77
02701,)Oi)'J8
028532'.)25
(2626)858
02H70),iO
028728 Hl8
IOO~
100)
1001
1005
IOOIi
1007
!OO:)
1009
lOll'
There were 18 checks listed totaling
$122,097.53.
1
$48.80
/
November 9,2006
Ms. Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, Pa. 17013
Dear Ms. Strasbaugh:
Attached is an accounting of Mr. Lamar M. Sheckard's estate. It has been completed and
the checking account has been closed.
When compiling this report for your office, I found that funds received from Legg Mason
were reported on the REV -1500 Inheritance Tax Return as two figures; Stocks and Bonds
for ($70,791.46) and Cash Account for ($71,197.46) totaling ($$141,988.92). This was
an overstatement of($1468.96) from actual amounts we received. I am attaching a copy
of the form from Legg Mason showing two checks issued in the amounts of
($135,127.96) and ($5,392.00) totaling ($140,519.96). In addition, I am attaching a copy
of the bank statement showing the deposits of these two checks. I have not been able to
determine how the difference was made, as all papers I find support the information we
are sending on the accounting status.
If you have any questions, please call me at 717-932-8173. I am helping my sister-in-
laws who are the executrix's of this estate.
Thanks for your help in this matter.
Sincerely,
t~ u. '2J.k,J
Elizabeth Updegraff Wilson