HomeMy WebLinkAbout04-1144 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Paul S. Shughart No. ~ ] - t0 q - /I yq
also known as To:
Register of Wills for the
SocialSecurityNo. 174-05-1797 ' Deceased. County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ors named
in the last will of the above decedent, dated July 5. 2004 ~
and codicil(s) dated '
(state relevant circnmstanccs, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at . 39 Wilson Street, Carlisle) PA 17013
D . street, number and muncipality) ~ .~(list c:~
ecsc.nd?ri.t, then m 88 . years of age, died November 16, 2004 ~ ~c~
at v~c~lnson '~ownsh~p [~- ~2~: C'~ ~'5
Except as follows, decedent did not marry, was not divorced and did not have a childb~'-'-~opt~- ~ '
after execution of the will offered for probate; was not the victim of a killing and was ne
·v~[fffi-- ~icat ed~nc°mpetent: '-'c'~_ 0 ~,
Decendent at death owned property with estimated values as follows: : :x~ ~
(If domiciled in Pa.) All personal property $. 15,000~;~0~ ro
(If not domiciled 'in Pa.) Personal property in Pennsylvania $ r~
(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 letters
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.}
~ Caroline L. Bowes
~ Paul L. Shughart
~_~ 10 Har-John Drive 39 Wilson Street
~.o_ Carlisle, PA 17013 Carlisle. PA 17013
~ o ;v~ - ...
~.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF _ C,..;..,,,,.~t,~-\o,m~ f
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed X ~/~ /( '
bgf. ore me this ~A-,tx da oc ~ ~
Estate of Paul ~;. Shughart
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW \5'k4~-~c~ o(' "~o.~,~¢ ,19' ~j. in co~iderafion of the petition on
thc reverse side hcr~f, satisfactory proof having b~n pr~cnt~ before me,
IT IS DEC~ED that the inst~mcnt(s) dated
d~cribed therein be admitted to probate and filed o~ord ~ thc l~t will of
~d Letters ~ 'q ~ ~~V
Probate, Letters, Etc .......... $.
Short Certificates( ) .......... $. ATTORNEY (Sup. Ct. I.D. No.}
Renunciation ................ $ 4 North Hanover Street, Carlisle, PA 17013
$- ADDRESS
TOTAL ~ $ 717-243-4574
Filed ...................................
PHONE
Tt~is is lo certify that thc ilfforlnation here given is correctly copied [rolB an original certificate of death duly filed with me as
Local Re~istrarf Thc original certificate will be forwarded to thc State Vital Records Office for permanent filing.
W~NING: It is i!le~al to duplicate this copy b~ photostat or photograph.
Fee for this certificate. $2.00 ~i~O~ ~ ~ '~~~~
~'~ ~~¢ Local Registrar
P 1 0 g 8 8 1 5 0 NOV 2004 m
HI05 143 Rev 2187 COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH ° VITAL RECORDS
CERTIFICATE OF DEATH
INT NAME OE DECEDENT (FffsL Middle, kas,, [SEX SOO,AL SECURIT;'i'~TUEM';LE;NUMBE" [DATE OF
,. Pal S. Shuqha~ [z aa/e l,. 174 - 05 - 1797 [,. Novembe~ 16, 2004
AGE La~t~l~ay) I UN~R1YEAR [ UNOER1DAY I DAIE OF BIRTH ] BIRTHP~CE(Cya~ [PkAOEOFDEAIHIChe~lvo~-s~i~t'r~li~so~ol~rB~e)
,.~ ~,, I I ' I I I ,o ,o .o,~F. M~U~e~o~. T~..,D .... .~,D ~ I~='D ...... ~ ~;,~,D
6erg~d [. Dicki~on [,~ 10 Ha~-John Dr~ve ]~ ...... p~,~,.~ 1,o. White
;EDENT'SMAILINGADDRESS Strata C~n. Sae ZpC~}[DEC[DENT'S 17a Stole PA Did ~ ~ Yes fleceden ve0 n ~P
39 Wrlson S~eet ItS~ns~ ....... ~o,O~nl red ~ ~O;--O. .
C~&sle,' PA 77 0~ ~ [ ~ ot~r side) 17b. Cou~ ~D ~ t~nshlp3 17d. ~ witch acl~l limits of ~ ~ c y/boro
FAIHER'S NAME (First. M~te. Last) I MO/HER'S NAME (First. Mid,e. Ma~den Sum~e)
". M. Herman Shu~h~t I"' Mqmie C. Li~h~nercd~" s~
NFORMANT'S NAME (Tyrant) - IINFORMANT'S MAILI~ A~RESS (Street. ~ . .
2o,.P~l L. Shuqh~ ~20~.39 Wilson S~ee~, C~llsle, PA 17013
METHOD OF DISPOSI~N ~ [ DATE OF DISPOSITION I P~CE OF DiSPOSiTION- Name of Ce~le~. Cremato~ ~LOCATION - Cfly~n. State. Z~p C~e
~,~ a~,~ ~c~t~,,~st~.~ ~1~.~ .......) I°~°t~'m~ Crema~on Socrety [ ........ 09
LICENSENUMBER NAMEANDAODRESSOFFACILITYAa~ ~emo~ gaZ Home smd
diseaselMMEDIATE ~USE {Fin~~ ~dltion a ~ '~/~ ~'~' ~ ~'~ ~ ~ ~' * ~ /~
resulti~] in death) ~ ~ TO (~ AS A ~N~QUE~E OF): ~ ~ ~ '~ ~
cause Enter UNDERLYING [~~
CAUSE (D~sease ~ i~u~ ~ c
~ ~ [ ~ I ~ ~13ea. I 3Ob. '" I ~uc. I
28,. ~b. [ 2~. I ' --
ERTIFIER (C~ ,nly one) SIGNA~E AN~ffLE OF C~TIF]~ ,
'CER~FYING PHY IClAN (Physi~ ~t~ c~ of death w~n a~er ~ysidan has ~r~nced ~ath a~ ~et~ item 23) ~ ~ ~ ~ ~
'~othebest~my~no~ge, deathoccu~tdduetothecaus~(s}andmannerasstat~ ................................................................. ~ 31b. / ~ ~ ~ ~ - ~"~
LICENSE ~MBER ~ I DATE SIGNED (M~lh, Day. YeaO
· PRONOUNCNGANDCERTIFYNGPHYSlClAN(Physi~n~th~on~deatha~i~to~useof~ath) ~ -- ~,-~~ 13~d ~x -
mann~ a~ ~tat~ ........................................................................................................................................................... ~ 32. ~- & ~ ~
LAST WILL
&
TESTAMENT OF
PAUL S. SHUGHART, of 39 Wilson Street, Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do hereby make, publish and declare
this as and lbr my Last Will and Testament, hereby revoking any and all other wills and codicils
heretofore made by me.
FIRST. I direct that all my just debts and fi~neral expenses be paid from my estate as
soon alter my death as practically and conveniently may be done.
SECOND. I direct that my remains be interred within my family's burial plot in accord
with my expressed wishes.
THIRD. I authorize my personal representative to expend t~nds from my estate, in such
amounts as my personal representative shall consider necessary and desirable for the purchase,
erection and inscription of a suitable marker for my grave.
FOURTH. I give, devise and bequeath any and all tangible personal property owned by
me at the time of my death unto my children, Paul L. Shughart and Caroline L. Bowes, in equal
shares, per stirpes.
FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of
my death, unto my children, Paul L. Shughart and Caroline L. Bowes, in equal shares, per stirpes.
SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto
my children, Paul L. Shughart and Caroline L. Bowes, in equal shares, per stirpes.
SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon
my estate passing under my will or otherwise, shall be paid out of the principal of my residuary
estate.
EIGHTH. I hereby nominate, constitute and appoint my children, Paul L. Shughart and
Caroline L. Bowes as Co-Executors of this my Last Will and Testament. I hereby relieve my
Executors from the necessity of posting security in connection with their duties, as su~ in any
urlsd~ct~on ~n which they may be called upon to act insofar as I am able by law to do ~.~n
J'a ..... ' J .n rn
ddition to the powers ~onferred by law, I authorize my Executors. in their absolute diet, n,
retain in the form received, and to sell either at public or private sale any real or perso~c~, ert~
owned by me at the time of my death, c~o_
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, consisting of two typewritten pages this D day of -3'~.~ ,2004.
Signed, sealed published and declared by the above named Testator, Paul S. Shughart, as and for his
Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in
the sight and presence of each other, have hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA :
:SS.
COUNTY OF CUMBERLAND :
I, Paul S. Shughart, Testator whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my flee and voluntary act
for the purposes therein expressed.
PAUL S. SHU
Sworn or affirmed to and
acknowledged before me, by j._-~ ,,..,.~_~._ ~ ,
Paul S. Shughart this 13 day |
of -'~\'~ ,2004. [Borough of Cmttsle, Cumbe~nd Co., PAl
COMMONWEALTH OF PENNSYLVANIA :
:SS.
COUNTY OF CUMBERLAND :
We, So(~c~X -3' ~c~l"['r~rx and ~¢¥ ~, OqusS¢( the witnesses whose
names are signed to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw Paul S. Shughart sign and execute the instrument as
his Last Will; that he signed willingly and that he executed as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more
years of age, of sound mind and under no constraint or un~influen:e.~/,j
Sworn or affirmed to and
subscribed before me by
S~sa~a "5 ,~c_u"~h'r'c4r~ and
, witnesses,
o day of 'X~t[ ,200.0j.
J~ ~)t)/~1,/~~ NOTARIAL St=AL' I
Borougl~ of C~rlisle, C~Co, PAI
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
GILROY HUBERT X
4 N HANOVER STREET
CARLISLE, PA 17013
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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:
03/25/2005
Your prompt attention to this matter will be appreciated.
Thank You.
'j;;;'~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
BOWES CAROLINE L
10 HAR-JOHN DRIVE
CARLISLE, PA 17013
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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:
03/25/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=:=~:r
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
SHUGHART PAUL L
39 WILSON STREET
CARLISLE, PA 17013
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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:
03/25/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~F::::~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.6/a)
Name of Decedent:
rllUJ, 5.5)!uGj}/l/f!-
Date of Death: /lIe [/{' fyt b {' R / t / ), ?- t if
Will No. '2 (; (! J..!- {) 111/ If
Admin. No.
To the Register:
I certify that notice of (beneficial interest) eslate 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
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
III! /If C h '3;1 00 j;../
. /
pi!a~~/,!/!o/#
Signature /'
Name f j}U J, J- 5 /J1lhll J2{'
Address 3'1I1/i ';.. 5 Ny 5 f
,'-')
ClliA;'5Ae,,?Jl J7N.3
/
Telephone (717) '})j 3- <i c J../ 7
Capacity: L Personal Representative
_Counsel for personal representative
if
cumberland County - Register Of Will~3
One Courthouse Square
Carlisle, PA 17013
phone: (71 7) 240 - 6345
Oat e: 11/09/2006
8IL:i.OY HUBERT XAVIER
4 NORTH HANOVER STREET
CAR.LISLE, PA 17013
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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: 11/16/2006
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,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: rile
Personal Representative(s)
Cumberland County - Register ot Wllls
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240- 6345
Date: 11/09/2006
BOWES CAROLINE L
10 HAR-JOHN DRIVE
CARLISLE, PA 17013
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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.1, for decedents dyin9 on or after
July 1, 1992, the personal representative or his counsel, withln 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: 11/16/2006
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,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
f'n1JTlsel
Cumberland County - Register Of WillE,
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/09/2006
SHUGHART PAUL L
39 WILSON STREET
CARLISLE, PA 17013
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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.1, 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:
11/16/2006
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,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
('(Junsel
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
GILROY HUBERT XAVIER
4 NORTH HANOVER STREET
CARLISLE, PA 17013
_n_n__ fold
ESTATE INFORMATION: SSN: 174-05-1797
FILE NUMBER: 2104-1144
DECEDENT NAME: SHUGHART PAUL S
DA TE OF PAYMENT: 11/28/2006
POSTMARK DATE: 11 /28/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/16/2004
NO. CD 007487
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $305.32
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 6450
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$305.32
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
. REv.1SOO EJ(1+ (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.()6()1
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL
SHUGHART PAUL S
DATE OF DEATH (MM-DD-Year)
r
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21 -0 4 1 1 44
COu'NrfcOiiE -YEAR- - - NUMBER- -
DATE OF BIRTH (MM-DD-Year)
11/16/2004 12/12/1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, F RST, AND MIDDLE INITIAL)
1XJ 1. Original Retum
D 4. Limited Estate
D 6. Decedent Died Testate (AlIach copy of Will)
D 9. Litigation Proceeds Received
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0:::
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o 2. Supplemental Retum
o 4a. Future Interest Compromise (dale ofdealh afler 12-12-82)
o 7. Decedent Maintained a Living Trust (Atlach copy of Trusl)
D 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date of death prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
U...CORRaSPONOeNqEANPQ()NF'Qe..:ri~t.:..TAXINFOR"'ATIONSHOU"'Qae$IREQ1'eDTO:
COMPLETE MAILING ADDRESS
4 NORTH HANOVER STREET
CARLISLE, PA 17013
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole- roprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Person I Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfel's & Miscellaneous Non-Pro ate Property (7)
(Schedule G or L)
8. Total Gross Asse -7)
9. Funeral Expenses & Administrative Costs (Sch ule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Lien (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SI E FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
X _(15)
6,784.92 X .045 (16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
- ,~:::;;;:~
i_-- C=
;-- =0
$
(8)
2.719.06
150.08
(11 )
(12)
(13)
(14)
> > eEsURETOASWERAL ... QUESTIoNS oN FtEVeR$E$ICE ANDREeAeCK MATH < <
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9,654.06
2,869.14
6,784.92
6,784.92
305.32
305.32
/~
,
. Decedent's Com lete Address:
STREET ADDRESS 39 WILSON STREET
CITY
CARLISLE
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
305.32
Total Credits (A + B + C) (2)
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
5.
T otallnteresUPenalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the ifference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the ifference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BA NCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
4.
305.32
305.32
PLEASE ANSWER THE FOLLO ING 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 roperty transferred; ....................................... .................................... D 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of eit er payments, benefits or care? ............................................................. D 00
2. If death occurred after December 1 ,1982, did decedent transfer property within one year of death
without receiving adequate conside tion?.. . .... . .. .. . .. .. .. .. .. .. .. .. .. .. .. . .. .. .. .. .. .. . .. .. . .. . .. . .. .. ... .. .. '" . .. . .. .. .. ... .. . .. . .. D 00
3. Did decedent own an "in trust for" 0 payable upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Reti ement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................... D 00
IF THE ANSWER TO ANY OF THE ABOVE QU STIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
~
ADDRESS
PA 17013
For dates of death on or after July 1, 1994 and before J nuary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax tte 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 exemot a transfer to a surviving souse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary. i
For dates of death on or after July 1, 2000: .
The tax rate imposed on the net value of transfers from~a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P .S. ~9116( a)( 1.2 ].
The tax rate imposed on the net value of transfers to or or 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 the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. ~9116( a)( 1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
. . """"'"",.,, .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
4
M&T Checking - Account 0.996831
I
Inetude the proceeds of litigation and the date the p
ITEM
NUMBER
1.
ds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
OF DEATH
8,654.06
DESCRIPTION
2
Miscellaneous Household Items
1,000.00
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9 654.06
ur-
REV. 151 1EX + 11-97)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
CUI'~"\RT PAIJI ~ 21 04 1144
Debts of decedent must be reported on 8ch ~ulel.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Auer Memorial 350.00
2. Wayne Noss - Church FI owers 85.86
3. Cremation 135.10
4. Auer Memorial Home 1,285.10
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Con missions
Name of Personal Repre entative (s) Caroline L. Bowes and Paul L. Shughart
Social Security Number(c ) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Pak :
2. Attomey Fees Broujos & G Iroy, PC 750.00
3. Family Exemption: (If decedenfs a ~dress is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant o Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Retum Prepare(s Fees
7. Register of Wills Filing 78.00
8 Final Inheritance Tax F eturn 15.00
9 Family Settlement Agn ement 20.00
TOTAL (Also enter on line 9, Recapitulation) $ 2.719.06
'*
(If more space is needed, insert additional sheets of the same size)
------,
REV-1512 EX + IU7l
SCHEDULE I
I
I DEBTS OF DECEDENT,
COMMONWEALTH OF PENNSYLVANIA I
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SHUGHART. PAUL S 21 04 1144
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. West Shore EMS 150.08
2
3
I
TOTAL (Also enter on line 10, Recapitulation) $ 150.08
I more s ace is needed insert additional sheets of the same size
'*
p
~"""'l"n ..
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
~UII""U J cT PAUL S 21 04 1144
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PE ~SON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include ou right spousal distributions)
1. Paul L. Shughart Son 50%
39 Wilson Street
Carlisle, PA 17013
2 Carolione L. Bowes Daughter 50%
10 Har-John Drive
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDEF SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENT I\L DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TC TAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
f more s ace is needed insert additional sheets of the same size
p
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
/~U-: ,j J~M
11/;10 /~60t/
. ,
oL\ - \ \ L\L\
Date of Death:
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration ofthe above-captioned estate:
1. State whether admi~ation ofthe estate is complete:
Yes 0 No E::1
2. lfthe answer is No, state when the personal J~presentative re)?'onably believes that
the administration will be complete: ~ A..t~/7
3. Lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
,,1,-_/ttaChed to this report. . /J _ ~
Date~ {!lnMLt.L J- 'I{t
Signature
r1fd't~- A. &tu'..? S
N;~dM_pdW~
Address
€f:r:-~
Telep one No.
i-../-\
,<' {Vi
_J
Capacity:
o Personal Representative
o Counsel for personal representative
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COMMONWEAL TH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
------- PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 007877
BOWES CAROLINE L
10 HAR-JOHN DRIVE
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-~---- f01d ---------- --------
101 I $25.19
I ESTATE INFORMATION: SSN: 174-05-1797 I
I
I 2104-1144 I
I FILE NUMBER:
DECEDENT NAME: SHUGHART PAUL S I
DA TE OF PA YMENT: 03/08/2007 I
I
I POSTMARK DATE: 03/07/2007 I
I
I
I COUNTY: CUMBERLAND I
DA TE OF DEATH: 11/16/2004 I
I
TOTAL AMOUNT PAID: $ 25.1 9
REMARKS:
CHECK# 6456
INITIALS: WZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
02-05-2007
SHUGHART
11-16-2004
21 04-1144
CUMBERLAND
101
APPEAL DATE: 04-06-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
rm;p'~_R_TMENT OF REVENUE
jk~TrtEq~: :I/'lf:t-ER~TA-NCE TAX
APPRAISE;Ml<Jo(T, AL"'{)WA~PEQR DISALLOWANCE
OF DEDUCTIONS AND AS_SE~SMENT OF TAX
H
[2
Pi; DI'-'Te 3
ESTATE OF
0= DATE OF DEATH
",; If~LE NUMBER
'(:I@-~NTY
ACN
HUBERT X GILROY ESQ
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE PA 17013
*'
REV-1547 EX AFP (06-05)
PAUL
S
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-Ex-AFP-C03:0Sl-NOTICE-OF-INHERITANCE-TAX-APPRAISEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHUGHART PAUL S FILE NO. 21 04-1144 ACN 101 DATE 02-05-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
9,654.06
.00
.00
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
2,719.06
150.08
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
9,654.06
?869.14
6,784.92
.00
6,784.92
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 6,784.92 X 045 = 305.32
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 305.32
TAX CREDITS:
PAyMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-28-2006 CDo07487 .00 305.32
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-29-2006 TOTAL TAX CREDIT 305.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. 25.19
TOTAL DUE 25.19
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,T~ '[:'INHERITANCE TAX
. I ','S.TATEMENT OF ACCOUNT
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 17128-0'01
r..... I
1: i
REV-l'07 EX AFP (03-05)
HUBERT X GILROY
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE
"'LC:-")l/ riF
\..' ,.il:\ \,",
On:--!l ~.." '.1/;-.\ l'-"r)I.IDT
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-02-2007
SHUGHART
11-16-2004
21 04-1144
CUMBERLAND
101
PAUL
S
Z001 APR -9 M111: 49
Amount Remitted
PA 17013
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, sub.it the upper portion of this form with your tax pay.ent.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
... INHERITANCE TAX STATEMENT OF ACCOUNT .**
ESTATE OF SHUGHART
PAUL
S FILE NO.21 04-1144
ACN 101
DATE 04-02-2007
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 FI6URE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-29-2007
PRINCIPAL TAX DUE: 305.32
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-28-2006 CD007487 .00 305.32
03-07-2007 CD007877 25.19- 25.19
TOTAL TAX CREDIT 305.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II 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" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/31/2007
CARLISLE, PA 17013
c
GILROY HUBERT XAVIER
4 NORTH HANOVER STREET
--~ J
::-'~"'
C)
C,)
(..,.)
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing 1S due by: 11/16/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Since1"ely,
I~~~~/'~~L. ....
'~..;V~.4 "#, ,I
<~:j
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/31/2007
Q
10 HAR-JOHN DRIVE
CARLISLE, PA 17013
BOWES CAROLINE L
...,....!
(.)
c~.....
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 11/16/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
&$h~ ~~i/tJJ;uc~~
1/ i
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/31/2007
SHUGHART PAUL L
~ ".J
1',-,
. ~-.:}
~'-..~
39 WILSON STREET
CARLISLE, PA 17013
-:"''Jr
C~_)
(.)
c....]
RE: Estate of SHUGHART PAUL S
File Number: 2004-01144
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: 11/16/2007
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
.1;;, V' ,Lt._~
.,6?~,,&L :a.1fM~tt/(./)d?ili..t. l
. ',', /~/
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. a.c. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cv.........\.t-. M l-1~r
COUNTY, PENNSYL V AN1A
Name of Decedent:
f'Av-t
.S:
.s~ v r~ A.., f-
Date of Death:
11--1 f..s, -6 Y.
File Number:
Q{- 6it- 11'( \(
Pursuant to Pa. O. C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. ~s 0 No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes rztN"o
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account /
informally to the parties in interest? ............................... ~s 0 No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
,
Dale
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rUAIUSON ..."""""'"
MART SON
LAW OFFICES
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HUBERT X. GILROY
ATtORNEY AND CoUNSEUDJ. AT LAw
TELEPHONE (111) 243-3341
10 F.Asr HIGHSTlUlllT F LE /"711) 243-1850
C,.w.tSLE. PA 17013 ACSIMI \'
INTERNET hgilroy@mamonlaw.com
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