HomeMy WebLinkAbout07-05-13 (2) J 150561U143
REY-'1500 Ex`oZ-„'�
OFFICIAL U$E ONLY
PA Department of Revenue pennay{vanis Counb Coae rsar Fibrwmuer
Bureau of Individual Taxes 0°'""T""rt0P"°"°11°
Po soxzsoso� INHERi1`APICE TAX RfTURN p 1 13 0414
Havisburg,PA 17128-0601 RESIDENT DECEpENT
ENTER DECEDENT INFORMA710N BELOW
Social Security Number Date of peath Date of 8irth
03 14 2013 49 25 1324
Deeedent's l.ast Name Suffix DecedenPs First Nama MI
3HEpPARi? JR. WILLIAM M
(if ApplipWeY Enter Surviving Sppuss's Informalloo Be1aw
Spouse's Last Name Suffix Spouse's Ffrst Name MI
Spouse's Socia�Searity Number THIS RETURN MUST BE FILED IN DUPLICATE WITH TME
REGISTER OF WIL�S
FILI IN APPRBPRiASE OYALS BEIOW
� 1. Odginal Retum � 2. Supplemental Returo � 3, Remaintler Retum(Date of Death
PdortO 72d3-82)
� q_ Limited Estate � qg Kuture Imemel Com �ee � 5. Federal EstaM T�Retum Required
�aa�a a aeam enar�z z-az�
�.�1 8 Dacdtlent tlieaTastate � � 0�enoPyi��iriet��LivingTruat _i_ 8. Total NUmber of Sa1e DepoSil BpxCa
LS� {nnacncar�vwwuq {A G
� g. Litigation Proceeds Rxeivetl �1 70.p�°N,yanP�`.'y��a�d�{De�eSM oeath � �� Election W t8�e under Sec.9113(A)
(AttaCh Schetlule Oj
C4RRESPONDENT-Ttti$SECTION MUST 9E COMPLETED.AlL CORRESPON6ENCE APlD CONFIDENTIAL TAX INFORMA710N 9HOULD BE DIRECTED Td:
Name Dayt�ie Telephon�Number �
MICIiAEL L BANGS 71� �34 '7`3"'10� �
R�S�F�F WIILS U��t.Y
rzm. � � �
Ffnt Une of Address z tn � � «
C, � � r
n �C Y� �{
429 SOVTH 18TS STREET � '� -
.v c �, ;=,
Second Line of Address ° � � � `"7
a '_' c`: -�,Y
tC>
DATE FILED
City or Pwt 4ffice StaNe 21P Code
C]#MP HILL PA 17011
comesponaenese-manaadress: mikebangs�verizon.net
Undaf penatties ot perju ,I dedare M�at,i f�ave e�mir�Ufis rehxn,indutling accampanYing�chedu�as enG statemants�aM to the best of my knowledpe aM belie(,
a
N is true,correct and plete.OeUara6on W prepprer other Man the peraonai represenfative is basetl on sit info�mation of which preparer s arry k adge.
SIGNA7 PERSON RE IBIE FOR iN.l RETURH DATE
William M. She ard iil �i g
RODRESS
178 Su ar�oat i.ane Mucrells Inie SC 29576
I TURE OF PREPAREft OTHBft TM ESENTATNE DATE
7 �►�fi����. B�n�g a� .s
ADDRESS
429 South 18th 8treet Camp Hill PA 17017
Side 7
L„� 15�5610143 1505610143 J
J 15U561n243
ftEV-1500 EX
DecedenPs Social Security Number
�+��sN�e: Sheppard,Willlam M.Jr.
RECAPITULATIQN ^ �� '
1. Real Estate(Schetlule A).._................................................................................... 1. 73,1A1 . 70
2. 5tocks and Bonds(SChedule B)............................................................................. Z.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortg09es&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,8ank Deposits&Miscellaneous Personal Property(Schedule E)..._.......... 5. � r 22 6^ 5 g
8. Jointly Owned Property{SChedule F) ❑ Separate Bflling Requested............ 6.
7. IntervVivos Tranafers&Misceilaneous Nnq Probate Property
(Schedule G) L� 3eparate BAling Requeated............ 7.
8. Total Grvsa Aasets{total lines A through 7)........................................................ 8. 75, 3 68 .2 9
-- --�---.-.-.-._-..-- �. . -�
9. Funerai£xpensas and Administrative Casts(Schedule H)......................_............ 9. 18 ,2 91 . 0 9
10. Debts of Decedent,Mortgage Liabifities and Liens(Schedule I)............................ 10. l4 , 685 . 30
11. Totai Qeductians{totsi Lines 9 and 1Q}.._..........................................._............... 17. 32, 97 6. 3 9
12. NetVaiueo#Estate{LineBminusLinett}.......................................................... t2. 42 ,391 . 90
13. Charitable end Govemmental BequestslSec 9113 Trusts for which
an eieckion ta taz has not been made{Sd�esluie J}......_._.................................... 13.
t4. Net Vaiue Sub)ect to Tax il9ne t2 minus line 13).............._..........._......,_...._.... 14. 42,391 . 9Q
TAX COMPUTATIBN-3EE{NSTRUCTIONS FOR APFLICABIE RATES � i�
15. Ampunt qf Line 14 taxable
at tha spousai ta�c rste,ar
trensfers under Sec.9116 �5 (1 . 0 0
(a7{12)X.44
16. Amount of Line 14 taxable 42 r 391 . 90 �e. 1 , 907 . 64
at Iineal rate X .645
17. Amount of Line 14 taxable 0 . 00 17. p . 0 p
at sibiing rete X.t 2
1 B. Amount of Line 14 ta%able Q Q� t8 ('�. 0(�
at coliateral rate X.15
19. TAX DUE.........................................................................................................._.... 19. 1 i 907 . 64
20. FILL IN THE OVAL IF Ydil ARE REQUE3TING A REFUN4 QF AN 6YERPAYMENT. ❑
�uPde 2
L„� 15�5610243 15U5610243 J
�m��� —
esvndoz ex+loi-+o�
SCHEDULE A
pennsylvania REAL ESTATE
OEPAftTMENT OF RE4ENUE
tNHERRANCE TR%RETtlRN
0.ESIOENT DECEDENT
ESTATE QF FILE NUMBER
Sheppard,Wiiiiam M.Jr. 21-13-0414
All ml propsrty pwnW�oNly or u�Nn�nt in eommon must M npatW�t T�r m�M�t vqua Feir maBet value is tletine0 u t�e price ol wliidiproperfy would be
exchengeCWMOaitavniiir�pbtrye�m�davriitupeeNx.neitherbei�qwmpeibtlbbuyaraNt.boNhavinpreaawuEfeknowledpeottYtere{evenlfacia.
Rol propaNy th�c I�JolMyown�tl w1N Nght oT Murvlvonhip mu�l be Ciseloaetl on�ehWub F.
Atlach s capy a(da sslNament ai�aat H tln propsrty fies bean sdtl
InGutle a copy af the tlebtl ahuwinp tlscaMM's IMernt If ownsd as Mnent In common.
t7EM VALUE AT 6ATE
NUMBER DESCRIPTION oF DEATH
1 Real Eatate-353�March Drive,Camp Hill Borough(Tax Parcel Na.01•22•0531•070). Soid on 73,141.70
June 26,2p13(see HUD attached).
TOTAL(Alao enter on line 1,RecapiWlation) 73,141.70
(tt mae sP�ia neeaed.addi�0�pages of ine same size)
C�ght(c}2010 form saftware only The Lackner Gtoup,Ina Form PAd 600 Schedule A(Rev.Ot-1 D)
Rwv-t50tl EX+�H-00)
SCHEDUI.E E
pennsylvania CASH, BANK DEPOSITB, & MISC.
DEPARTMENTOF REVENUE pERSONAL PROPERTY
INHERRANCE TAX RETURN
RESIDENT RECEDENT
ESTATE OF FILE NUMBER
3heppard Wiliiam M.Jr. 21-13-U414
InclutleNeproceer1so(lilipaIlanardthadetetMpraceetlewererqceiveGbytheaclete.
Aq P�flWnY k��t�Y-ownb vAU�tha right oi�urvwonl�iP must be�aeia�stl en whsdMe F.
I
ITEM VALUE AT DATE
NUMBER t}ESCRIPTI6N OF 6EATH
1 PA State Empkayees Credit t3nlon-Savings Acwunt 2.24
2 PA State Employeea Credit Unian-Niomay Handler aecouert 1.911.47
3 Refund from Comcast Cable 99•74
4 SERS flnal beneflt 293.14
TOTAI tAlso enter on line 5, Recapituiatloni 2.226.59
(If iflore gFfeC2 i8 n9BddC,addition2l�18pe8 Of th8 92m2 8iZ07
Copyright(c)201Q farm softwa.e only The lacknet Group,Inc. Form PA•1500 Schbdule E(Rev. 11-10)
REV-0517 EX�NO-0e)
pennsyivania SCHEDUI.E H
DEPARTMENTOFREVENUE FUNERAI. EXPENSES AND
RESIDENTDEC OENT URN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMHER
8heppard Witiiam M.Jr. 21-13-0A44
decedenYs debts must be reported an Schedule 1.
ITEM DESCRIPTI(3N AMOUNT
p. FUNERAL EXPENSES:
See cpntinuatian schedule{a)attached 9,844.50
B. AOMINI3TRATIVE COSTS:
1. Personal Representative's Cpmmis�ions
Name af Personai Representative(s)
Street Rddress
City SfBte Zio
Year(s)Commission Paid
p. AttorneVs Fees MiCh281 L. B0i1g8 d,50DA6
3. FamiVy Euemption: {ff decedenYs address is not the sama ae cleimant's,attach euplanation)
Claimant
Street Addross
CitY State ZiD
Relationship of Clmimant to Decedent
4. Probate Fees 228.50
5. Acw�ntanfsFees
6, Tax Retum Preparer s Fees
7. Other Administrative Costs 3,722.09
See continuation sohedufe(sj attached
TOTAL(Alsa enter an line 9, RecapitufaGon) 76,281.d9
Copyright{c}2069 fo+m sottware only The Leckner Graup,Inc. Form PA•1500 Schedule H(Rev. 10-49)
SCHEDU�E N
FUNERA� EXPENSES AND ADMINISTRATIVE COSTS
can#inued
ESTATE OF FILE NUMBER
Sheppard Wiiflam M.Jr. 21-13-0414
I7EM
NUMBER 4ESCRIPTf4N AMOUNT
Funeral Exnenses
1 Church of the Good ShepheM-funerai lunchean 250.40
2 Neili Funeral Home �.1�•�
3 Royera Flowers-funeral flowers 450.56
H-A 9,840.50
4 GumbeMand Law Joumal-estate adveetisement 75A0
5 Pamela M.Reitenbaah,tnc.-real estate appraisai 3TS.Q0
6 The Patrfot News-estate advertisement �88•��
7 WilUam M.Sheppard,III -reimbursement for various expenaes in arder to get house ready 2.053.14
for saie
B William M.5heppard,III-Reimburse Executor travef expenses(mileagey for two trips from 1,118.80
home{Souttr Caratina}ta admintster estate. 244d miles at 5.555 per mile.
H-BT 3,722.89
Copyright{c)2002 form softwsre oniy The�acknar Group,Ina Form PA-1500 Schetlule H{Rev.6-98)
RaV-0612 E%a(12�08)
SCHEDUi.E i
pennsylvania pEBTS OF DECEQENT,
DEPARTMENT OF REVENUE
INNERITANCETA%HETURN MORTGAGE LIABILITIES AND LIENS
REStOENt DECEDENT
ESTATE OF FILE NUMBER
Shepparcl,Wiitiam M.Jr. 21-13-0414
Report tlsbts ineurt�d try tM tlacetlmH prlm b M�th thaS nmelmd unp�id at Ma AeM o(dspth,IMlutling unnlmEUnW meiNUl arpanw.
ITEM VALUE AT DATE �
NUMBER DE5GRfPTidN QF qEATN
1 Alert Pharmacy 2.18
2 Aiert Pharmaoy 149.21
3 Boscov's-unpaid by Decedent at time of dea#h 37.48
4 Claremont Nursing Hame 10,293.73
5 DGM Services-Ford Motor Credit Gompany,l.LC;balance awed on vehicle leased by 2,977.79
decedent
6 Glant•unpaid by Decedent at time of death 16.00
7 H&R Block-preparation of 2012 income taxes 252.50
8 Lincatn Automotive Financiai 8ervices-auko luan 3t77l13 445.88
S Lowe's-unpaid by pecedent at tlme of dsattr 66.44
i0 PA American Water Company•3M2113 to M11/13 21.67
11 PA American Water Company-4N 1113 to 5H 3N 3 23.55
12 PA Arnerican Water Company-2/11N3 to 3N2N3 48.22
13 PA Amerlcan Water Company-unpald by Decedenf at time af death 28.17
14 Penn Waste-3/12/13 ��•33
15 PP&L Electric-3/11/13 to 4/1p/13 2$.98
16 PP&L Electric-4170/13 to 5/10113 28.86
tt PPBL Electrio-Zi8H3 to 3l11l13 30.1p
Totai of Gantlnuatlan Schedule g�ettaehed pag,�
70TAL(Also enter on Line 7p,Recapitulation} 1d,685.30
(if more apece ia neetletl,addiUOnai pagea ot iim same size)
CopyrigM{c}2008 form sathvare oety The Lackner Group,Inc. Forrn PA-7500 Schetlule I(Rev. 12-08)
Rw-1512EX+�1R-0e)
SCHEDUI.E 1
pennsylvania CIEBTS OF QECEDENT,
�fPARTMENTOFHEVENUE
INHERITANCETAJfRETURM MORTGAGE LIABILITIES AND LIENS
RE$IDENTDECEDEtll
continued
ESTATE OF FILE NUMBER
ShepPafd:WiAiam M.Jr. 21-13-4414
ITEM pE$CRIPTION VALUE AT DATE
NUMBfR OFDEATH �
1$ ShepheMstown Family Practice 2.33
19 UGI-M2S713 ta 3t34ti 3 48•00
20 UGI Uttlities-2/27113 to M1143 59.00
21 UGI UUlities•4/1113 to 4/28N3 59.06
22 UGI Utilities-unpaid by Decedent at time of death 69.00
23 Verizon-3l1Q113 to 4t9H3 6.40
TOTAI tAlsa enter on tine 10,Recapitulationi 14,885.30
Copyright(c)2408 Wrm software only The lackner Group,Inc. Fprm PA•150p Schetlule I(Rev, 12-08)
REV-7544 EX Page 3 Flle Number 21-13-041A
Deaedent's Complete Address:
RECEDENTSNlUAE
Sheppard,William M.Jr.
STREE7 ADDRESS ----------------------------------
3537 March Drive
CIi'V ------�--------------- ----- STATE � Z4P------
Camp Hill PA 17011
Tax Payments and Credits:
L Tax Due{Page 2,line 79) (1) 1,9p7.64
2. Credtts/Payments ..—..—.�.
A. Priot Payments
8. Discoutit ' 0.00
" 7otal Credits(A +g) (2) 0.00
3. intetest (3)
4, If ti�e 2 is greater than line 1 +Lfne 3,enter the difference. 7his is the OYERPAYMENT. (4)
Check box on Page 2,Line 20 to requeat a refund --'-------`i_
g, If Line t +�ine 3 is greater than Line 2,enter the diflbreoCe. Thia is khe TAX DUE. {5) �s9Q7.s�{
Make Check Payabie to: REGiSTER OF WILLS, AGENT.
PLEASE ANSWER THE POLLOWING QUESTION8 BY PLACING AN "X" IN 7HE APPROPRIATE BLOCKS
1. Did decadent make a tranafer and: Yea No
a. retain the use or incame of ths RroPe+tY tranxferred:....................._...................._................................., i�
b. rotain the right ta designate who shaii use the property transferred or its iocome:..................................
¢. retain a rcvsrsionary fnterest;oc..............._..........._...._........................................................................... � x
d. receive tbe promise fpr life of efther payments,benefits or care?............................................._.............
2. If death oGCUrred after Dec. 72, 1982, did decetlent trensfer property within ane year oi death wikhoot
receivingadequateconsideration?................................................._.........................._._.............._.._.............. ❑�I �
3. Did decsdeM awn an"in hust#or or paysbie upon death bank eccount or security ffi his or her death?....... u �
4. Did deCedent ovm an individuai retirament accouM,an�uity,or other non-protrate property which
contai�s a beneficfary designation7.................................................................................................................. C.� �X}
IF THE ANSWER 70 ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART dF THE RETURN.
For dates pf death on or after July 1, 1994 and before Jan. t, 1995,the t8x rate impased on the net va�ue of transfers to or for the usa of the surviving
sPOUSe is 3 percent[72 P.S.§9t16 taY t1.tY t�)1
For dates M death on or after.tanuary 5,i995,the t�rate imposed on the net vstue of transtsrx to or for the use of the survivi�g spouse is 0 percent
(72 P.S.§9418{a){t.t){if)}_ The atatute does nat exempt a transfer to a surviving spouse from tax,and the statutpry roquirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spousa is the onty beneficiary.
Fpr dates of death on or aRer Juty 1,2000:
• The tax rate imposed pn the net value of transfera ftom a tleGeaaed ohild 21ye ars of age or}rounger at death to or Por the use of a naturai parent,sn
adoptive parent.or a steppareM af the child is 0 percent(72 P.S.§9118{a){t.2)J•
. The Sax rate impased on the net value of transfers to or tor the use of the decedenYs lineal beneficiaries is 4.5 percent,except as nated in
[7P P.S.§9116(a)(1)1.
. The tax rate imposed on the net value of tranafers to nr fpr the usa of the tlacedant's siblings is 12 percent[72 P.S.§911fi(a)(1.3)). A
sibiing is d�ned under Section 9102,as an individual who has ak least one parent in common with khe decetlent,whether by blaod or atloption.
REV-t510 EX.(Ot-00)
pennsyivania SCNEDULE J
OEPARTMENT OF REVENUE
INHEHITANCE TA%REiURN BENEFtC1AR1ES
RESIDENT pECEDENT
ES7ATE OF FILE NUMBER
She ard,Wiltism M.Jc 21-13-a414
NAME ANQ ADORE53 OF RELATIONSHIP TO SHRRE OF E$TA7E AMQUNT OF ESTATE
NUMBER pERSON(Sl RECEIVING PROPERTY DEGEDENT �obg} ��$$7
� TAXABLE QiSTRIBllTiQNS jinciude outright spousai
dktributiona,and trensiers
ueder Sec.9176 a 1.2
William M.Sheppard Iil Son 42,891.98
1T8 Sugar Loaf la�e
Murrella Inlet, 3C 28578
Total 42,391.90
Enter dollar amounts kr distributions shown abave on lina�15 throu h 18 on Rev i5i)0 cover shest as a r riate.
N4N-TAXABIE DISTRIBUTIONS:
II. p.SPqUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TRX IS NOTTAKEN
B_CHAftiTABIE AN4 CiOVERNMENTA�D4STRl8UT14NS
TOTAL 8F PART i{-ENTER TOTAL N4N-TAXABLE DISTRI6UTIqNS 4N L1NE 13 4F ftEY-55�COVER SHEE
Copyright{c}2010 fprm saftware oniy The Ladcner Group,fno. Form PAd500 Schgdule J(Rev.Ot-10)
pVMEH�014 0M0AORw.�INy Iy9Z�ONy
h `
O
q� � � A. Sa�ttlement Stai+em+�►nt (HUD-1)
6 �fL�
����F of'1tS
�It �- F� ?. G..��3 3. � Com`.Une�e.I 6.Fib NumNr : L Lo�n NumWr '.8.Motlqaqa IrnunnCe Cpe Numbbe
1. �..i YA 3- 1,,,,_;Cartv.in. I I i
I
___._-........-.. _._�.__-...� ---- �
�.._� ..___t
��� C.Nab: mra�ww.wwaoMw.+r.w+a.aw..r.rxmr.w�o.rraem�ruMaoe.�r+w�+..•�^.n.m...�aa !
i 'Yeal'wlnp.bwyuesr<brq:M�au.nii..bt�m�+�vrouoew�.ia�nm�nqa�c„Ywaw. .'
rNMIN W AtldnM ol BaIMr fI'E�..N..M., M 8 AdtlfsY 0/SsMSr F.Mame�M ACdwu o1 LsrtlM'. �
i MieMN A.SMPP�� �.'w�M.SMppard.IH _.'T___-
I MeryMn 48ntlis i EzecUtor ol iM EstB�e oi Wiiliem �,,� �
. � M.Sheppard.Jr.
i
' _.___...___'__._..
c.�wKrtaF:xon: H,s.ma,�e�t xq.�n wm,,.: `r�i_r3a7aio� ;�.S.nw,,;dm om.
j 3537 L4rth DrNe �Bang4 Law OAice,4LC i OBf2520S3 :
� Ca�pFi�,PA 17Qtt -_____._-...__,. .
,.� i P4te of Se�ansnt .� .
,428 9ouM 1 BM Sireel �, �
� (Cartg!H21,PA 170i f � �
i �
100. daw iYnount Ow Fran Bo1rawr � I1W. Qrw�AmouM Ow To lAIMr �
tU1. ConMMCtWpW�e i� i5.0(a001 'Wt. ContrecleabsPrice '___-_.-��
rOt. PMpW ProPMY � ' ' . .-;._'_�-i
+W2. Peraanat Prcpeny
r03. 9eMOnl�nl clwYn to borrov�M(Nns t�WO) t.959.55 103. . .�.^� .. `-1
�.. ._-.._- ____--.. ___ ___a
�t6i. _ 4Q4. ,_ ,�i
'r_ I � �_�.
{�IfNM�MId bY MIIYf'k��dYae1C� � � �10[IO�f1N Q��iY Mli�f{a adY�f1G -�`-1
108. CMylbwn bzu to -T �� �06. CM��'^� ta
107- -.tecM 46l23nb f0 t2731n3 �� 388.84 �QT. CWmly1lXlB OB25/i3 l0 1 1n3 JE6.8{ �
108. AYMrnliM IP 108. Ab�plmsn�6 io _'_ ,
:109. Sd10CiT#lc DY1f✓13 kt 0630/13 22.13 M8. SChoO�TaX OMS�13 N1 �f3bt3 ..... 2t.1J '.
170, CamPliNtBMaqhhsvwr9725t13-8/JOl53) _-- _i?m it6. CemcH�8orou9h(Ssxer8t25t13890113} .. -... 5t.ao- �.
11�t'_-.,_.-. ... . . �411. y ._
_�-_.,_-_'_'...
.. ..__.____-•
IH2._ ,,.�. + -at2. _____..._�:--.._.___-.
"�l10. SA9M YLf10Y1K OIM Pf0111 BOffGwY�I 78,7 3'� 120. OtM�MIWM D1M1 To�IIM 75.J9B.7] �
. Maunb PWd .Or M B�A+M Of Sanew�r � 608. Ibdwctlom In Amawrt Du�TP BNhf.___ ... ._ ._.^
- f. Depa�a ew�»M moneY -�-.�---,� 501. E�wets Oeposit{see e�atrudia+sl ______.�-.-._�_
. PrYidpM alnounl d new ken(s) ---�- ,-•---� �502. Settlamen�cneiW`to csibr fNna 1106I__ _. � x,Y68.OT�
iwn(s}Uken wb}eU to ��-i �503 E�dNk+Q Iwn{a�Wnm suts}sct�o ---_..�___"--
..-___..__�_ �, SM; P�,N�offirt mortpeps bM _ �
-_ _'__-_____r____-..I I505. PaY�of Ncood mMp�pe Iwn -"'�._--.0
. � i �� .._.� �� ..�
7._-._ -�� 508. __-..-._- ,.-..Y_.'_ ' -"'
i .-- .- . .. __..._ ._ _
� �_-i ��
508.
.- -_.--_ __.
�Atlp�MnMMr tor tiwns mrMd by sNM!J --� . Ai�+�far 1Rw�a unpNd by s�N�r �.._ .
_..
�210. CllyAnw�Wss Po �-1 �510. CNyAVw�bros .____.,..._ ro .-„--�-- --
it. Cqnfy��(M 40 �`' �351. CpI1XySi%M __"____�0 �__-'__.
�zix. n.wa.��a � to��- � a�z. ne�ne. _ ._ __
to '� �
�18. �Tatt ... � �� 518. �Tax -....�- �� -_. �����
S1T. _.__._-_�Y'-_____..,
�7__.-, -�� ..--.__ , .
Rtb. .. +..�___.� 518. �
' _.._-_ � ---'- ---' _..
- -`i _ _.....-._-
��-- 518 -..-. . -__-._ .---_._ •_-.__
�330. Toql Pafd By1Fa Bamw+� -`. '�0 00� 62Q. To41 FbtlueGon AmourK Dw 3NNr . 7 25e ot .
7W. CMh At�N�rt FIOINTa BWfOMl�f . ...-j6.7 x, I801� Gf066 Amtlun�d'W TMMe�(MMI��420�� '(L'�--s 7J 1�.7p'..
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$angs Law Office, LLC
Michael L. Bangs, Aztorney
429 S. 13`" St.
Camp Hill, PA 1701 1
I
Re: WILLL4M M SHEFPARD, Deceased.
PSECU Refcrence# 9297803528496
Dear Attorney Bangs:
The abave referanced person has an eccount with PSECU which was opened on
Navember 3,2010. The Share accounts were ind's�'iduaiiv heid by WILLiAM M
SHEPPARD.
The fallowing are the Date of Death Balances for WILLLAM M SHEPPAItD's account with
PSECU:
Accounz Date of Death Balances Incerest— March 1-14
(SI) Savings �?.24 $0.00
{S4) MoneyHandler $1,411.47 50.] 1 --apened 12!3%10
The account has been closed. If you have any questions, please contact me at (7t�) 234-
8484 or tofl-free at (300) 237-7328, press 6. extension 31?0.
Sincerely.
Sandy Fa�3ey
Member Service Representative
P5ECU
pennsylvania State Employees Credit Union
r Credic U�ion Ptace, P.O. Boz b74�3, Narrisburg, Pa�7a06�70�3 • 800.237.7328 • »psecu.com
TNIS fRF�IT IINION IS FLI1FIlei Iv ivaium R�Tuc unnnuni rocm*u.��n�i+n�.����r,o,.���, .���.� ��^^^-�^�^°�"°°-
LAST WILL and�TESTAMENT of
�iti.i�ttr. ,�. �ii�je�tar�, ,�'�.
i
I,WTLLIAM M. SHEPPARD,JR., currently of 3537 Mazch Drive, Carnp Hill,
Cumberland County, Pennsytvania, being of sound and disposing mind, do make, pu6lish
and declare this as and for my last Witi and Testament, hereby revoking any and all Wills
� and Codicils by me at any tirne heretofore made.
� FIRST: I direct that all my just debts and inheritance ta�ces be paid by my
�
1 hereinafter named Executor or Executrix as soon af4er my deccase as may convenienily
be done.
SECONDt I give, devise and bequeath alI of the rest, residue aztd remainder of
mF estate ta beloved wife, L?4RIS J. SHEPFARD, provided that she shall be 3iving at the
titne of my death and survive me for a periad of ninety(90)days.
„
, THIRD: In the event that my wife daes not survive me by ninety (90) days, I
� give, devise and bequeath aii of the rest, residue and rernainder af tny estate to my san,
� WILLIAM M. SHEPPARD, IIi.
FOIJRTH: In the event that my wife and son do not survive me by ninety (90)
days, l give, devise and bequeath al3 the rest,residue and remainder af my estate ta be
�.
divided equaily between my grandchiidren, MICHELE SHEPPARD STOUGH and
� MICHAEL SHEPPARD, whomever shall survive me. '
II._ " .__. _.... I�I�MI�I����+��.��q lilf���
�7'H: i nomia�le,«srotituor and a�po�t ary sc�, WiLLFAM M. SHEPPARD.
I(I the Erer�uur of tiris my ta�Wili �md 7esd�mart, arid direct that he shall not be required
ta enter securit� in any jiuisdictaon in which he may act.
In additian to powers given them by law,my Executor or Executrix, and any
successor Executors shall have the following powers, applicable to all property held by
them. etT'ectiG e without court order and untii actual disuibution:
(a) To exercise any corporate stack options;
{b) To retain any property received by them, including the stock of any
.
^ corparace fiduciary acting hereunder;
(c) 7o sell real estate for any purpose, publicly or priva#ely, for such prices
� and on such terms as they deem proper, withaut liability to the purchasers to see to
�
application of the purehase monies;
{d) To compromise conCroversies;
{e} To distribute in cash ar kind ar both at such valuations as they may fix;
�! (t} To distribute property passing to a minor under this wili either to ihe m'snor
� ar to any person ta hold for a rninor;
��} To sel] articles passing to a minor under this Wili if the Executar ar
Executrix in his or her sole discretion cansiders such articles unsuitable for a minor.
f� LASTLY: Wards used in the singular may be read ta include the plural or the
, , � piural may be read as the singular. Simiiazly, the masculine farm may be read ta ine3ude
,.,�j the masculine and neuter; and the neuter may be read to include the mascuGne and
�
� feminine.
tN W�l��li'l�0�;1� �iwli M.�!!'AItD,At,have ta this,
m. Isst Wi8 ad Tnrre�r,aoe�ed on this�ge sud d�e forcgoing tvwa(2}peges, set
m� hand a�d se�l. this 24th day of Navembar, 2f104.
�l�,�'.f'.zdi�r7, �,— ,��1�d.,�
WILLIA,M 1Gi. S , JR.
�
ACKNOWL,EDGMENT
COM'vfONWEALTH OF PENNSYLUANIA .
: SS
COLIidTY OE CUM$ERLAND .
i. WILLiAM M. SHEPPAI2I?, JR., the testator whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that 1 signed and executed the instrument as my I.ast Wili; that I signed it
u illingh and as my free ar�d voluntary act for the purpases therein expressed.
����� �
WtLLIAM M. SH ARD, JR.
Sworn to ar affirmed and acknowledged before me by WILLIAM M.
SHEPPARL3. JR., the testator, this t2th day af December, 2007.
..._ - /�r �j�' /
�:;^�t1.RiAl S�AI / '�/!;��,�/
�G Pi:�,s.'._.k; JCCN��iJR ��J L�- �-' �� !
���,�,y ���.. rrar.a�tY
IOWER NkfN 3"tW.G UMBE'...i,,;.,�•OUNN
�7y CfXnntlfMOn EePRe7 G:i 'B, .Wt 1
AFFIDAVIT
! �
s Ct}MMONWEALTH OF PENNSYT,VANIA .
. : SS :,
j COUNTY OF CUMBERLAND .
I W E, SUZANNE S. SNEEfL1NGER and MA1tY ANN SMITH,the witnesses '
�
i a
i -
! whose names are attached to the faregoing insmiment, being duly qualified accarding to
i
�
j law. do hereby declaze to the undersigned authority that the Testator signed and executed
the instrument as his last Wi11 and 1"estazneni and that he had signed wiilingiy and that he
executed it as his free and voluntary act fot the purposes thezein expressed, and that each
of the wimesses. in the presence and hearing of the Testator, signed the Will as witnesses
and thac to the best of their knawledge,the Testator was at the time eighteen{18)years of
age or older. of saund mind and under no constraint of undue influence.
,
�
SUZ E S. SNEERfNGER, WITN S
,,.
�� , �-7�f�
r^ !_ �1'�� ~�YYL(.�Cy{„j
M Y SMITH, �i�iTNESS
Sworn to ar affirmed and acknowledged before me by G. PATRICK O'CONN012
and MA12Y ANN SMITH, the witnesses, this 12th day af Decernber, 2407 .
_ _ -._._- � �
�_.�_ ���,, �; ��Y�
; �
J NOTARY
� � .-- - -
$�1ltNQr.S i.�k1�'t?FgiC�. I.LC
429 SOUTH 1$�STREET PHONE: 717-130-7310
CAMP HILL,PA i�011 �'AX: 717-930-7374
E-mait: mikeban¢s{2verixQn.net
MICHAEL L. BANGS,Attorney-at-Law WILLIAM E. MILLER,JR.
WENDY K.STRAUB,Paralegal Of Coansai
June 28, 2013
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Cazlisle, PA 17013
RE: Estate of William M. Sheppazd, Jr.
File No. 21-13-0414
Dear Mrs. Strasbaugh:
Enclosed you will find the following:
i. The ariginal and one copy of the inheritance tax return;
2. A check in the arnount of$1,907.64 to pay the tax shown to be due; and
3. The original inventory. � � rn �
� °� c�--.. �? a
Please file the return accordingly and send me a receipt in the enclosed, stmn�re'addre`�e�
� y m �`z
envelope. r z F^ � �= ` '
vv; � Cr�
If you require anything further, please contact me. ° �'' �` � w� �`
�� �= _` :>>
J �. F-` _' S'rt
VCLY�}�5'Ol1TS� �.,a -"� F,,,� t/} C}
Ta` CI� �
Michael L. Bangs
wks
L:nclosures
cc: Mr. William M. Sheppard, IIt
, : ,�
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COMMONW£ALTH OF PENNSYIVRNIA REV-1162 EX{7 7_g6)
DEFAFiMENT OFREVENUE
BUflEAU OF INDIVIDUAL TAXES
DEPT.280801
HARRIS9URG,PA 1 71 2 8-6841
PBfJNSYLVANIA
ECEIVEp FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEtPT
N0. CD 017841
SfiEPPARD WILLIAM M lii
17$ SUGAR LOAF LANE
MURRELLS fNLET, SG 29576
ACIV
ASSESSMENT AMQUNT
CON7ROL
------- ,� __.___
NUMBER
701 � 51,907.84
ESTATE iNFORMATiON: ssN: 2oo-oa-s2ss � �
FILE NUMBER: 2173-0414 (
DECEDEtvT NaME: SHEPPARD WIlL1RM M JR �
dATE OF PAYMENT: 07J05f 2013 '
POSTMARK DATE: 07i05i2013 (
CouNTY: CUMBERLAND C
DATE OF DEATH: 03J 14/2013 �
�
TOTAL AMOUNT PAiD: 51,907.64
REMARKS: RCPT TO ATTY
CHECK# 110
INiT1ALS: dB1
SEAL RECEIVED BY: GLENDA FARNER STRASSAUGH
REGISTER OF WILLS
REGISTER OF WitLS
, F ;� ��_