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HomeMy WebLinkAbout04-1180 PETITION FOR PROBATE and GRANT OF LETTERS Es,ate of' zc rr_ -No. l-o i- II?)O also known as To'.' Register of Wills for the , Deceased. County of Cb/~/Z~g~ff-~Z~ Social Security No. [ c~ 7'~ -~ - 0 (o~ 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 in the last wilt of the above decedent, dated ~3'-'C~ ~. "~ 1 and codicil(s) dated in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C gJ/~'d~']_,~ County, Penr~sylvania, with k.~-~,__~)ast family or princil~al residnnce at ~--n~ ~cr-~tx~7'~4/ /-gt,~. (list street, number and rnuncipality) Decendent, then ~,~-- years cC age, died .~"~----~. /6 , t~ c~,~ Except as follows, decedent did not marry, was not divorced and did not ha~,e'a-child ~orn or adopted after execu(ion of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania~ . ..... AO/~ situated as follows: ,.~'~ ~9 /_~",K-.X-'/v~' 7'~x,,/ ,,~,. ~.~4 ~c".o_e~': WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. 'CIO ~ "~a: .....~ 0 C._.;; ' ~ ~ OATH OF' PERSONAL REPRESENTATIVE ~MMO~EALJH p[~[N~NS ,Y, LVANIA COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best' of the knowledge and belief of petitioner(s) and that as pDrsonal represen- t ative(s) of the above decedent petitioner(s) will well and/pru, ly a)/~inister the e,~t. Ff~ccording t)), law. or a. rm- su scr e b~fore me this 2~ . daypf [ ~ ~ ~ ~' egt ter u ~ Estate No, ., Deceased DECREE OF PROBATE AND GRANT OF LETTERS ASO SOW ~)~C~/rlq 5 the reverse side hereof, satisfactory proof having been preserved before me, IT iS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of and Letters ~'~ are hereby granted to ,Iff- _, in consideration of the petition on ~- Pbs. FEES Probate, Letters, Etc .......... Short Certificates(J) .......... Renunciation ....... ~_~) TOTAL Filed ............... ' .......... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE RENUNCIATION 51- ~ ~- II ~)~) In Re Estate of, _ . / , / deceased. the above d~edent, hereby renounce(s) the right to administer thc estate and resp~tfully ask(s) that Letters WITNESS ~~ hand this day of~*~~ (Signature) (Signature) (Address) (Signature) (Address) ~e~ister of ~ilIs of ~umb£r(anb ~ouutp OATH OF SUBSCRIBING WITNESS Estate of Also known as ___ ~,Deceased (each) a subscribing wimess to the will/codicil presented herewith, (each) being duly qualified according to law, depose(s) and say(s) /o,,q-x' present and saw ~(~ 7-'~'_T'~- t~', ...~/'-/,/~"/'cD C%/:~ , the testat , sign the same and that ,~h'c~ . signed as a witness at the request of the testat.__ in h~'~_ presence and (in the presence of each other) (in the presence of' the other subscribing witness(es). Sworn to or affirmed ~ ~bscnbed Before me this c~ / ..... day. of 'l::~ce.,-~ ,2'0c~ . dosepla L Crove, Notae/Public Silver Spring Twp., Oumberlan~ County My Oommission Expires ,June J8, gO05] Member, Pennsylvap u A'zsocistion of Nota, ies (Name) (Address) ~e~i~ter of ~ilI~ of ~umberlanl~ ¢ount~ Estate of Also known as OATH OF SUBSCRIBING WITNESS /-7-__7--~ Z'. ~'/~c,~o' z1-0 q --I i ~ 0 .~, Deceased (each) a subscribing witness to the will/codicil presented herewith, (each) being duly qualified according to law, depose(s) and say(s) ~aS' present and saw ~~ ~-'~'/"//~/~ /~' ,thetestat , sign the same and that /~/~c-- signed as a witness at the request of the testat__ in h ~'A presence and (in the presence of each other) (in the presence of the other subscribing witness(es). (Name) (Address) Sworn to or affirmed a~d~subscribed Before me this c:~'':r~- day of ~ ~.~ ~ .... 20 oq- (Address) COMMONW ,EALTH OF PENNSYLVANIA Nota~al Seal Mary J. Gouffer, Nota~, Public My ~ Expires Nov. 17, 2007 Member, Pennsylvar~ia Association Of Notaries 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ ~,~~ P 10897824 Date COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT'OF HEALTH ,, VITAL RECORDS CERTIFICATE OF DEATH · GE(La.B~y, [ UNI~R,YF_~I I UNI~RID~/~f DA"TEOFSIRTH'" ! amtH, ...... ~le ~187- 30 -- 0639 ~. ~ 5 ~ ot~r: ~ I.. Uppe~llen ~p[ 550 Lexinoton Avenue ~i~.¢ ........ ,~ I,~~.~: ......... I w~to ; ~ pper Allen ............... ~ ,r*-~ ~,~... Upper Allen ~ Ste ~e2 Harve L Brenneman ~ Ella 0 Ha~e b. (~ _ o .~,~ ol I I~o ~ol ................................................................... : ................. u .... LAST WILL AND TESTAMENT OF LOTTIE B. SHRYOCK I, LOTTIE B. SHRYOCK, of Upper Allen Township, Cumber- land County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, STEPHEN M. SHRYOCK, CAROLINE S. CONRAD and MARTHA S. HIMLER. Should my son, STEPHEN M. SHRYOCK, predecease me, I direct that his share under this, my Last Will and Testament, pass to his son, JAMES M. SHRYOCK. Should my daughter, CAROLINE S. CONRAD, predecease me, I direct that her share under this, my Last Will and Testament, pass to her husband, LEE R. CONRAD, provided, further, that should both CAROLINE S. CONRAD and LEE R. CONRAD predecease me, then I direct that the share of CAROLINE S. CONRAD, under this, my Last Will and Testament, pass to her issue per stirpes by representation. Should my daughter, MARTHA S. HIMLER, predecease me, I direct that her share under this, my Last Will and Testament, pass, in equal shares, to her daughter and stepsons, ANN E. HIMLER, ALLEN B. HIMLER, and SCOTT R. HIMLER, stepson. SECOND: Should any of my grandchildren or step- grandchildren not have attained the age of twenty-two (22) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild or step-grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild,s or step-grandchild,s post- high school education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren or step-grandchildren, shall take into consider- ation any income or other resources available to my grandchildren or step-grandchildren from sources outside this Trust. Any income or principal not so applied shall be dis- tributed to each grandchild or step-grandchild when he or she attains the age of twenty-two (22) years. In the event any of my grandchildren or step-grandchildren die prior to the termination of the Trust set forth herein for their benefit, the interest of my grandchild or step-grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild,s or step-grandchild,s brothers and sisters or the separate trusts established herein for their benefit and, in the absence of any brothers and sisters, to my other grandchildren or step-grandchildren in equal shares. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOUR?H: I nominate and appoint my son, STEPHEN M. SHRYOCK, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatsoever of the said STEPHEN M. SHRYOCK, I nominate and appoint, my daughter-in-law, ANN L. SHRYOCK, as Trustee of the hereinabove described trusts. I direct that my Trustee or Trustees shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint STEPHEN M. SHRYOCK and MARTHA S. HIMLER, Co-Executors of this, my Last Will and Testa- ment. I direct that my Co-Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this / ~-day of (SEAL) LOTTIE B. SHRYOCK 4 Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. A~d~ess 5 CERTIFICATION OF NOTICE UNDER RULE 5.6{a} Date of Death: ~-"'-~', ./~~ Will No. ~Y~ '~//"'--(~/:~triff' Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Dat Capacity: X- Personal Representative Counsel for personal representative ':EV.l500EX(~1 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17126-0601 w .., :ll:::!U) ,,0:>: w"" ",00 ,,0:.... ..10 .. " I- Z W o W (,,) W o !Xli. Original Return o 4. Limited Estate .KJ 6. Decedent Died Testate (Allach copy of Will) o 9. Litigation Proceeds Received REV-1500 OFF!i":~f\L use ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER '2-L-~!i CJ~Lrg'r2 COUNTY CODE YEAR NUMBER c:x;, :3 30 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 2. Supplemental Return o 4a. Future (nterest Compromise (date ofdealt1 after 12-12-82) D 7. Decedent Maintained a Living Trust (AlIacl1 copy ofTrusl) o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date a/death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o .. <I) W 0: 0: o " 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole.Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) z o < ...l ;:) l- ii: <( (,,) w 0:: 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debls of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) COMPLETE MAILING ADDpESS , /' ....LL)) .3/'7.302:Sr.*O iLl Af;/AJ t!t/,A-(~k1-#b) fh /;7&'70 (1) (2) (3) (4) (5) r OFFiCIAl.-USE ONL.Y i i I I I , i i I I f c.) , 0 L___.__..._____...._. r', .33. &/'1 . -..", (6) i'i-'1 I .1 (7) 31(1'; 'II&' (9) (10) (8) "U}, tp4 , ~~ 1'/1;133 12. Net Value of Estate (line 8 minus Une 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) (13) '2-0.1 ;( Q.:1 g, tl /, 'lit? 14. Net Value Subject to Tax (line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 391; ~1() z o !;;: I-' ;:) ll.. == o (,,) ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a}(1.2) 16. Amount of Line 141axable allineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due =19/; ~~~ '.0_ (15) 'O~(16) /'/J(f;6- , .12 (17) , .15 (18) (19) /1,,6/;1- 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS CITY v0-- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ~.:tl Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty 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) I /,1, b /.!1~ ~q/ 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. /6/~3~ A. Enter the interest on the tax due. (5) (5A) (5B) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT /~, '13~ , , I' PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;................................................... ...................................... 0 b. retain the right to designate who shall use the property transferred or its inceme;. ............. 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 without receiving adequate consideration? ................ .......................... ....... ................ ................. .... .KI 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... ......................... ... ............ No &I I o 1Kl .......~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)l For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS 0% [72 P.S. 99116 (a) (1.1) (ii) The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent. an adoptive paren or a stepparent of the child Is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined. under Section 9102. as a individual who has at least one parent in common with the decedent, whether by blood or adoption. REV.l5Oe EX+ (1-871 SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INH~~ii~~~i6:2E~~~~RN PERSONAL PROPERTY ESTATE OF .LL t--, _ //. /. FILE NUMBER // ~T77,c-- /::5. 5/7'~lId?& ,2../-cJr-CJ//fi"o I Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned wtth the right of survivorship must be disclosed on Schedule F. '* z.. VALUE AT DATE OF DEATH ITEM NUMBER 1. 3;:'/~-;1 ...- ,!JOO TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 33,CJ/1 ''''''''0.''''''',. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY ESTATE OF .4 m.c-- ~, ,S;#V&r;~ . I This schedule must be completed and filed if ttle answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. FILE NUMBER ~/-c1-r -rP /If?o DESCRIPTION OF PROPERTY %OF ITEM IflCLLJDE1HENAlAEOFTHETRANSFERE:E,THEIRRaAT10NSHIPTO OECEOENTANOrHE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACHACOP'( OF THE DEED FOR REAl ESTATE. VALUE -"F ASSET INTEREST IFAPPt.ICABLE) 1 c::/!-s/7 6/r7'S 7lP : . HIM.f~A ..5: /I;#k72 (bllt! ) //;ctc;7cP /.::'0 3;ctJC) 'if( t1 (JO ~,A/J //~/;/ . C/ll<O~/"/":'--">: d..v',kAb ( D;1tJ ) /1; (JeJO / (JIrfJ 3/tpCJt) 75; CtJ{) C;d: / /~/t:1~ .. S~-J?fr;c;'(/ H, sffil!c"e ( StJN) ?j~ oOCJ /OC/ 3; ,"0 -'I!;~O CPA;; //~.y-#~c1'1 7-. lM,A/ ~t/;4/<)j /~~~ti #~#.:f-1 #t4!f&;T n. 3:e./, 9/6 /0:'0 J].IJ 7/1, l( b/,h:-z/:c-t; ;&W'"'''>7C/,&,k''y ;:J~/fr'l/ t'" Itft:: /1/:;. : 997.3 ~?-.b2?..y TOTAL (Also enter on line 7, Recapitulation) $ 31'~ 9/C:; (If more space IS needed, Insert additional sheets of the same size) REV-1511 'EX+ (12-99) 'i. ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ~~- ~, 5~VtPC.k Debts of decedent must be reported on Schedule 1. FILE NUMBER ~/-c:'.y-C / nO ITEM NUMBER DESCRIPTION AMOUNT A. m;~)l~/~-~"v'..:.-ft'.4 L ;n;.~~':-9'--C',&.?f(,;9~~AI' ~""/( ;-M"c;.. 7; I 1f1 1. J,., ~tV'L-7?r{L:.. Ltlt1/.c~A-C?.d /1rkX: ":>_7?V/Cv" 3.5D 3, C~;;.rc:--k--I?'I .c:.~r- ;(PL4"/6 6,Rr:?N ~7"f&,eltft.. -00 f' (Pf*-;.I!A/6 63lRflYe--SI k-- '1'i5:i 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s} Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3;p'CO Claimant .....s-~-t'f.-t/V;t1, S/l1;v'I1~i ::::etAddress 27;;:::: l::A!I!C stateMZiP/'-?cP,.,:;-- Relationship of Claimant to Decedent SQ-I/ 4. Probate Fees ; k'1'5~~ ~RV,a.:si &/'f~.k4",;/ d"y /-;../ 5. Accountant'sFees : ~e:;~/ ;<. Cc>,>() c.1/l ~'I6/ 6. TaxReturnPreparer'sFees t ,.J<t:>#"';,J(, CcfJ '<I 6;t1;:/ ~f:;--- 7 ~;::CtJ ~ ,4-d,lf-(/x/,,,,c:-x ;Je~k? .300 (,;7;;~L"/057f4c;5&"/, At-tii, ) , '[5, IJjl-~C) /0"/ /IMfPt:--'A/TbU? -- ;"~CJ 1- #~-rs/"If V/LL/f-.Gc- - #-"fc-- ~,;1k~ 2} t; g'f? (/74,14L-Z/./(IO/Cc':" ) TOTAL (Also enter on line 9, Recapitulation) $ 2.C>)Jj~'7 (!f more space is needed, Iflsert additional sheets of the same size) """m'I'''< C}~. SCHEDULE I ~ COMMONWEALTHOFPENNSVLVANIA DEBTS OF DECEDENT, INH~:~~~~~;:2E~~~~RN MORTGAGE LIABILITIES & LIENS ESTATE OF 4.~L-- /3. S-~Yd'C:/ Include unreimbursed medica! expenses. FILE NUMBER ~ /-c;:;-'/- 0/ /8'e> ITEM NUMBER 1. DESCRIPTION TOTAL (Also enler on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT ~t. (,.0 REV-1513 EX+ (9-00) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal dlslrlbullons, and transfers under Sec. 9118 (a) (1.2)) 1. s?fc-ffr,c-;V' /C--{, 5$(&e;(- ~-;S;?)4-7/#6/'"';;i'",4 ,AVe""; r,- ~-"?/?/1/l//C~ lOptfi'C;; fir! /7~?..s ~/l-I<~/I S' /t(/11"c.c7? 7-, 41 !'f~aA.M pI ~-Z:~,A//cs;3 ttl!6; jJ/l /7t:t~2- .3, ~A~t).4~.....- s, 4",v;<,4b '/)..7']- S/"1~ 1/s;q./3,eZ Av,c- /1frfS'c:;A b..c-^~ ?/t 93~~z. FILE NUMBER ~/-t:J RELATIONSHIP TO DECEDENT Do Not LlstTrustee(s) -~//&"o AMOUNT OR SHARE OF ESTATE SOrtl Y3 bAtJ 1/3 bA/J Y.3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-ISO{) COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~ ~~ \ , ,.,{ ....-< t~; } . <-, ~ , , LAST WILL AND TESTAMENT OF LOTTIE B. SHRYOCK I, LOTTIE B. SHRYOCK, of Upper Allen Township, Cumber- land county, pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance pOlicies thereon, in equal shares, to my children, STEPHEN M. SHRYOCK, CAROLINE S. CONRAD and MARTHA S. HIMLER. Should my son, STEPHEN M. SHRYOCK, predecease me, I direct that his share under this, my Last will and Testament, pass to his son, JAMES M. SHRYOCK. . Should my daughter, CAROLINE S. CONRAD, predecease me, I direct that her share under this, my Last will and Testament, pass to her husband, LEE R. CONRAD, provided, further, that should both CAROLINE S. CONRAD and LEE R. CONRAD predecease me, then I direct that the share of CAROLINE S. CONRAD, under this, my Last will and Testament, pass to her issue per stirpes by representation. Should my daughter, MARTHA S. HIMLER, predecease me, I direct that her share under this, my Last will and Testament, pass, in equal shares, to her daughter and stepsons, ANN E. HIMLER, ALLEN B. HIMLER, and SCOTT R. HIMLER, stepson. SECOND: Should any of my grandchildren or step- grandchildren not have attained the age of twenty-two (22) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild or step-grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and .~ ~~ .'C -'";-~) ~. .~ ',,' \ .+::;. -~: .,e----.' \~~ principal for the said grandchild's or step-grandchild's post- high school education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren or step-grandchildren, shall take into consider- ation any income or other resources available to my grandchildren or step-grandchildren from sources outside this Trust. Any income or principal not so applied shall be dis- tributed to each grandchild or step-grandchild when he or she attains the age of twenty-two (22) years. In the event any of my grandchildren or step-grandchildren die prior to the termination of the Trust set forth herein for their benefit, the interest of my grandchild or step-grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild's or step-grandchild's brothers and sisters or the separate trusts established herein for their benefit and, in the absence of any brothers and sisters, to my other grandchildren or step-grandchildren in equal shares. THIRD: In addition to all powers granted to them by law and by other provisions of this will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. 2 ~ <- ~ ;'.~', ~"<J -:~ -, ~ --j-,' ~ ~ "'-;- ;~ u (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I nominate and appoint my son, STEPHEN M. SHRYOCK, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatsoever of the said STEPHEN M. SHRYOCK, I nominate and 3 ~~'~I t "', ""', ',..:. '\, ~.~ :'::-- ,,' " c~ --,..::; 1-( '" .c. ~ appoint, my daughter-in-law, ANN L. SHRYOCK, as Trustee of the hereinabove described trusts. I direct that my Trustee or Trustees shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be sUbject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint STEPHEN M. SHRYOCK and MARTHA S. HIMLER, Co-Executors of this, my Last will and Testa- ment. I direct that my Co-Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this I~)- day of JilL Vf ~.'~~ ,/. -:.' (j ....j,tJ,--I v I ' ,,:j !rt;:~/) ,J - " .'j . t. oL- st2.:rf- v ,/. ..j (SEAL) LOTTIE B. SHRYOCK 4 signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as ,;;:i1 J. fH./Py 10# Jll/C/ MeCIIAUICfh'j)/9 Address ) ~.. /J,. /-/; / ~ YJ !l/1U/H' (;~'(3~~"~ A fi:.oj\~ attesting witnesses. \ \C\ '/()<2.K ~TGP.t f'n() \6- i?Pl Address I 5 COMMO~'NEALTH OF PENNSYLVANIA D!''';.\".lTMENi 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 SHRYOCK STEPHEN M 550 lEXINGTON AVENUE MECHANICSBURG, PA 17055-5457 -------- fold ESTATE INFORMATION: SSN: 187-30-0639 FILE NUMBER: 2104-1180 DECEDENT NAME: SHRYOCK lOTTIE B DATE OF PAYMENT: 02/24/2005 POSTMARK DATE: 02/24/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/16/2004 NO. CD 004985 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $16,734.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#1007 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $16,734.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 NameofDecedent: ,L~~~ ~ ,5~V,,-,c;,j: Date ofDeath: / "7--//" k-:/ / / Will No.: 7-0&7'-6'//8'0 Admin. No.::2-/-tP?I-//l?O 'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, I report the following with respect to completion of the arlmiTlistration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did ):he personal representative state an account informally to the parties in interest? Yes JZl No 0 Cl C') c. Copies of receipts, releases, joinders and approval offorma1 or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report., /J .~0 . Date: /. .l~tfr J' 1>/ !/L- .7ff/ _ ~~ - L ~ ~~ . N~bN ~ SA{Kf0.1: r1::;-a L~"X'/...v'6 7tti"A/ Ave"'"' #~,,{/'W/c5EJ.)J?6; 1// /1b:;:J-' Address ' ......, 7/"/'-7'f'h' -9'7,97 Telephone No. Capacity: lXl Personal Representative o Counsel for personal representative '"\"-""~ .."'.. C'",..~, ,~..~... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX BUREAU OF INDIVIDUAL i.lo:$ C INHERITANCE TAX DIVISION .. , PO BOX lBD6D1 HARRISBURG PA 17128-0601 20G511AY 16 Pi 2: 1;4 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-09-2005 SHRYOCK 12-16-2004 21 0'1-1180 CUMBERLAND 101 CLERK 0, ORPH;\J\I'S (JRT ('I)' /C/T" ,n "f, JOHN R Co?( f".o . .u.. rr. 317 3RO ST B NEW CUMBERLAND PA 17070 AlIOUnt R..itted *' REV-1547 EX AFP (03-05) LOTTIE B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ n'I!J!.W.!MftI'rt'lM.'l!:.'IW.lWltlmJll!Wf~.YC[WlAW.r.yt'................. LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LOTTIE B FILE NO. 21 04-1180 ACN 101 DATE 05-09-2005 issued p~eviouslY, lines 14. 15 and/o~ 16. 17. 18 and 19 will include the total of ALL ~etu~ns assessed to date. CUT ALONG THIS LINE ItfV-"Mll"Yf.'nWm~,. DI ESTATE OF SHRYOCK TAX RETURN liAS: (X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FU URE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A 2. Stocks and Bonds (Sch. 1. 8J 3. Closely Held Stock/Part rship Interest (Schedule C) 4. Hortgages/Note. Receiv le (Schedule D) 5. CashIBank DepositslHisc Personal Property (Schedule E) 6. Jointly Owned Property Schedule FI 7. Transfers (Schedule 9) 8. Total Assets III (2) 131 (4) (51 (6) 171 .00 .00 .00 .00 33.017.00 .00 378,916.00 (81 APPROVED DEDUCTIONS AND E EMPTIONS: 9. Funerel Expenses/Ad.. C sts/Hisc. Expenses (Schedule H) 10. Debts/Mortgage Liobilit as/Liens (Schedula II 11. Total Deductions 12. Net Value of Tax R.t rn 13. Charitab18/Governne 81 BequestSj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate iect to Tax 191 1101 20,427.00 66.00 1111 1121 1131 1141 NOTE: X 00 = X 045 = X 12 = X 15 = 119)= I~ an assessment ~~lect ~igu~es t ASSESSMENT OF TAX: 15. ~ount of Line l~ at usal ~ate 16. A.ount of Line 1~ taxa 1. at lineal/Class A rat. 17. Amount of Line 14 at S bling rate 18. "ount of Line 14 tax le at Collateral/Class Brat. 19. Principal Tax Due TA C I : .00 391,440.00 .00 .00 1151 (16) 1l7J 1181 DATE 02-24-2005 . INTEREST/PEN PAID I-I 880.74 A/'IOUNT PAID 16,734.00 IlUllBER CD00498 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATE , SEE REVERSE FOR CALCULATION OF ADDITI L INTEREST. NOTE: To insure proper credit to your account, subIIit the upper portion of this for. with your t8)( PBYllent. 411 ,933.00 2n.G.Q3 nn 391,440.00 .00 391,440.00 .00 17,615.00 .00 .00 17,615.00 17,614.74 .26 .00 .26 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 SHRYOCK STEPHEN M 550 LEXINGTON AVENUE MECHANICSBURG, PA 17055-5457 RE: Estate of SHRYOCK LOTTIE B File Number: 2004-01180 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: 12/16/2006 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. Sin~. relY,. C/ . _ I~.. ... . ..~j ~ ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel c~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF (~hJW..t? (A/t/ t1 COUNTY, PENNSYLVANIA Date of Death: L67T.L~ B ~Hl2.y(!)cK /~-/6 - dC(j~ File Number: ;;;) CJG <./- - 61t ~O Name of Decedent: 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: . . . . . . . . . . . . . . . . . . .. i1rYes 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? . . . . . .. ~s 0 No 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? ............................... ~ 0 No Date 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. /2- /..5----- ;;?{)(J(, ~7v! ~ 'signature of erson Filing this Form Capacity: ~sonal Representative 0 Counsel S:~/-fc^/ /'1 S#.PYOC /< NaS:~~FiliL;;~~#aT(w HV~ AdifE{#~s.eu/t"~ ?4 ) 70-Y~~ 7/7-J 79{; ..0'797 \.l_ \'c . -"\ 11 ,if-~,--'-',{-\ ;' , , ~i kJ 0110\,) 0,i\;'/rid80 _L'l \!) i'"'i'~Vj ....1'_, /;Cj,j 10 82 :2 ~Jd 81 J3a 900Z Telephone , ;:j,'.J:.{i 0=(','-(','_: FormRW-JO rev, JO,J3.ao-~Vv.A.