HomeMy WebLinkAbout04-04-14 (2) 1 7r505610105
�i
REV-1500 EX(ox-v (�)1-
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY ,
Bureau of individual Taxes County Code Year File Number
Pp BOX 28o6o1
INHERITANCE TAX RETURN '
nr�i�
Harrisburg,PA 17128-o6oi RESIDENT DECEDENT 0 i
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0110112013 �01/03J1939
Decedent's Last Name Suffix Decedent's First Name MI
Shiley L
Barbara
(If Applicable)Enter Surviving Spouse's information Below
Spouse's Last Name Suffix Spouse's First Name MI
r
F Widow �._ . _ ....._.
.....
Spouse's Social Security Number - d
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW -
CSO 1,Original Return O 2. Supplemental Return C=) 3. Remainder Return(Date of Death
Prior to 12-13.82)
C=) 4,Limited Estate C=D 4a. Future Interest Compromise(date of C= 5, Federal Estate Tax Return Required
death after 12-12-82) -
CIID 6,Decedent Died Testate O 7.Decedent Maintained a Living Trust 6 S. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
C:D 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death C= 11. Election to Tax under Sec.9113(A)
Between 12.31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T01
Name Daytime Telephone Number j
Michael Cherewka, Esquire 17} 2701 o a
c rn
REGIM F WILLSIME Otg
M = n --a
First Line of Address
� M
7624 North Front Street .n sn
......... __..._... ... .._._.__ ..__... ____.._.__ _ ____.__ . _ ...._.; C7 CD -q ;
Second Line of Address p C p�.a _.
_.._.--�.,._.._,._...._.,.____..._.,�,..._..._..__' __..._.._�..,.�..�_..�..�.._._ � i� r,.-
�_ �
�..... ...... ... ........ ........ ..._...._ .. __..__... ...!/ Y_a
City or Post Office State ZIP Cade '• DATE FiLED
Wormleysburg PA '17043 r
Correspondent's e-mail address:
Under penalties of perjury,I deciam the',I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is We,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
St RE OF ER E BLE FO LING RETURN DATE ,{} ,y,//''AAJ
rti AD E S ..rl gvA� Ad 4
374 Rambo Hill Road, Shermans Dale, PA 170901 225 Ridgeview Drive, Marysville, PA 17053
SIGNAT P EPAR 2' THAN REPRESENTATIVE DATE
� �---- 3-to
AD RESS
624 North Front Street, Wormleysburg, PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 . 1505610105
U
1505610205
REV-1500 EX(FI) Decedents Social Security Number
Decedent's Nam: Barbara L. Shiley
RECAPITULATION
1. Real Estate(Schedule A). ..................................... ... .89,300.00
2. Stocks and Bonds(Schedule 8) ....... 2. I 397.20
3, Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) 3. 10.00
00
4. Mortgages and Notes Receivable(Schedule 0)........................... 4. 0.00
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). 5. 325.92
6. Jointly Owned Property(Schedule F) C= Separate Billing Requested ... 6. 1 5,082.43
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) C=D Separate Billing Requested........ 7, 57,800.40
& Total Gross Assets(total Lines 4 through 7)........ ...... ....... 8. , 152,905.95
9. Funeral Expenses and Administrative Costs(Schedule H) ....... 9. 1 13,474,27
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)..... ... 10. 4,833.34
11. Total Deductions(total Lines 9 and 10),. ......... ....... 18,307.61
12. Net Value of Estate(Line 8 minus Line 11).............................. 134,598,34
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ...... 0,001
14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. 134,598.34
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 om I
(a)(1.2)X.0- 0.00
16. Amount of Line 14 taxable
at lineal rate x o 45 134,598.34 16. 6,056.93
17. Amount of Line 14 taxable
at sibling rate X.12 0.00 17. 0.00
18. Amount of Line 14 taxable 0.00 1 18.1 0.00
at collateral rate X AS
6,056.93
19. TAX DUE .. ...... ........ I
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610205 1505610205
REV-1500 EX(F) Page 3 Fite Number
2t-13•o097
Decedent's Complete Address:
DECEDENTS NAME
Barbara L. Shiley
STREET ADDRESS
205 South Enola Drive
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 6,056.93
2- Credits/Payments
A.Prior Payments 2,500.00
B.Discount 131.58
Total Credits(A+8} (2) 2,631.58
3. Interest
(3) 59.26
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 28 to request a refund. (4)
5. if tine 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3,484.62
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a, retain the use or income of the property transferred...............---................................--........,...--..........— ❑ 0
b, retain the right to designate who shall use the property transferred or its income ..........................................- ❑ N
c. retain a reversionary interest ................—...—....—...--..................................................—................................. ❑ M
d. receive the promise for life of either payments,benefits or pre?-...........-............—..........-................._......... ❑
2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death
without receiving adequate conside atian?..............._.................................—....................................--................ ❑
1 Did decedent own an*in trust for"or payable-upon-death bank account or security at his or her death?.............. Q
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation? ........................................................................................................................
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 Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent(72 P-S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt 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 if 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 21 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 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in p2 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 percent(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.
-REV-1562 EX+(12-12) x 1
I-. i pennsylvania SCHEDULE A
If" DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Barbara L. Shiley' . 21-13-0097
Ali real property owned solely or as a tenant In common must he reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,bath having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule-F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. - VALUE AT DATE
NUMBER - OF DEATH
DESCRIPTION
1 1205 South Enola Drive,Cumberland County,Pennsylvania,Tax Parcel#09-15.1291.208 89,300.00
! I
1 rgwrH 1w•r�+nw.��..r.+r��.x�.�r�v�+w✓ �v.�.,r��r�.� .
j
3 '
i •
i
I � •
-
TOTAL(Also enter on Line 1, Recapitulation.) #hr�.r.. 89,300.00
If more space is needed,use additional sheets of paper of the same size.
Barb Shiley Estate
205 S. Enola Drive
PERRY couMTY -
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Copyrlght 2011 Esd,All rights reserved.TUe Ott 15 2013 02:45:43 PM.
205 S ENOLA DRIVE
PIN: 09-15-1291-208
Deedbook:201324904
Owner: SHILEY,STEPHEN C
Land Use Code: 101
Property Type: R
Acreage: 0.14
Square Feet: 1344
lbxable Status:T
Clean&Green Status:
Land Assessed Value$:26800
Building Assessed Value$:62500
Total Assessed Value$:89300
Sale Price$: 1
Sale Date: Sun 3ul 28 2013 08:00:00 PM
Year Butt: 1900
Mun kipalky: EAST PENNSBORO TWP
Height In Stories: 2
Type of Dwelling:SEMI-D
Primary Exterior: Brick
Basement Percentage: 100
Air Conditioning: NO
Total Rooms: 8
Bedrooms:4
FUU Bath: 1
Half Bath:
REV-IS03 E%+(9-3)
MI
ti pennsylvania SCHEDULE B
DEPARTMENT
NHERI ANCET XRE STOCKS & BONDS
INHERITANCE TAX RETURN.
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barbara L. Shiley 21-13-0097
Ali property jointly owned with right of survivorship must he disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1'
United States Saving Bond#R173823385 EE,Issued 11/2002,Denomination: $200 131.684 1.
�
2' (United States Saving Bond#R175680667 EE,Issued 02/2003,Denomination:$200 131.44 )
3 United States Saving Bond#R173699394 EE,Issued 02/2002,Denomination$200 _ 134.08 a
t
1 J
TOTAL(Also enter on Line 2, Recapitulation) $ 397.20
If more space is needed, Insert additional sheets of the same size
Calculated Value of Your Paper Savings Bond(s) Page 1 of 1
Calculated Value of Your Paper Savings Bonds)
Calculator Results for Redemption Date 01/2013
Total Price Total Value Total Interest YTD Interest
300.00 $397.20 $97.20 $0.32
Bonds: 1-3 of 3
Issue Next Final Issue Interest
Serial # Series Denom Date Accrual Maturity Price Interest Rate Value Note
R173823385EE. EE $200;11/2002_!02/2013. 11/2032,: $10000,_.,$3168;_,0.63%;,$13168,;
_.
R175680667EE EE 02/2003;02/2013;.02/2033; $100.W $31.44: . 0.81% $131.44
R173699394EE EE $200 07/2002,02/2013107/2032 ,,$100 00: _$34.08 0.63%;,$.134.08
Totals for 3 Bonds 300.00' 97.20 397,20.
Notes
NI i Not Issued
NE Noteli.gible for payment ....
PS Includes 3 month interest penalty ..... ._
MA 'MatIured and not earning interest
http://www.treasurydirect.gov/BC/SBCPrice 1/5/2013
REV-1507 EX+(04-13) r -
pennsykvania SCHEDULED
ei DEPARTMENT OF REVENUE MORTGAGES`&,CNOTES
INHERITANCE TAX RETURN. RECEIVABLE '
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barbara L. Shiley 21-13-0097
_ All property jointly owned with right of survivorship must be disclosed on Schedule F. -
ITEM VALUE AT DATE '
NUMBER DESCRIPTION OF DEATH '
3 1', ,None' I 0.00
I
.. li •
4
TOTAL(Also enter on Line 4,Recapitulation) $ 0.00
_(If more space is needed,Imaer1 additional sheets of the same size.) .
REV-1508 EX+(08-12)
-Fri- pennsylvania SCHEDULE E
�'' DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETIRN PERSONAL PROPERTY
RESIDENr DECEDENT
ESTATE 4F: FILE NUMBER:
Barbara L. Shiley 21-13-0097
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on schedule F.
ITEM VAWE AT DATE
NUMBER DESCRIPTION 'OF DEATH
�M i 1994 Chevrolet Sedan,Poor Condition,Salvage price — - 200_A0 1
2. Comcast,Refund t 125.92
I
f��_ .
Elit
I 325.92
TOTAL(Also enter on Line 5, Recapitulation) $
If more space is needed,use additional sheets of paper of the same size.
f.Magaro's Auto Sales&Towing
705 Tower Road
Enola, PA 17025
(717)732-6969
THANK YOU FOR USING OUR BUSINESS
24 HOUR TOWING Emergency 732-3411
Appraisal Report:
VIN No: IGITCSyy1 '7 ai 3 �fS3 �
Condition: Vehicle belonging to Barbara Shiley Estate is in very poor condition. Vehicle needs
paint. Body parts are different colors. This vehicle is in disarray.
Type: 1994 Chevrolet Cavalier 4 door—Red
Value: $200
Prepared by: Rick Magaro
Signature:--7 i�'�� Date:
REV-x509 EX+(o1-SD) .
pennsylvania SCHEDULE F, .
DEPARTMENT OF RCVENUE
INHERITANCE TAX RETURN - JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT '
ESTATE OF: PILE NUMBER:
Barbara L.Shiley 21-13-0097
If an asset became jointly owned within one year of the decedent's date of death,It must be reported on Schedule G.
SURVIVING JOINTTENANT(S)NAME(S) , ADDRESS - RELATIONSHIP TO DECEDENTc-
A• Robert E.Shiley 1205 S. Enola Drive :Son +
! Enola,PA 17025 # }
JOINTLY OWNED PROPERTY: ,
LETTER - DATE DESCRIPTION OF PROPERTY OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S-INTEREST
I. A. 02/03/06 �BELCO Community Credit Union Savin s Account#854032-1
y - 3,95403 50°la ' 1,977.02
�__ _ . ...........,, ; � j ��
( A. 0210-03106 BELCO Community Credit Union Holiday Club,account#854032-2 2,314 78 I 50-J.0 1,157.39
1 3.i A, 02101 3106 ' !BELCO Community Credit Union Whatever Club,Account#8540323 I 1,709.75 50/ !1 854.88
E 1 A. 112/17/10 SBELCO Community Credit Union,Checking Account#8540324 t 2,186.28 �50%� 1,093.14
_ _.__.7
El
r-I it
TOTAL.(Also enter on Line 6, Recapitulation) $ X5,082.43
If more space Is needed, use additional sheets of paper of the same size. '
E
� BELCO
COMMUNITY CREDIT UNION
DECEDENT ESTATE INFORMATION(On Date of Death)
1. Name(s) in which the account was held: r:! A L. I 1"'1i 1 2i rri 0wr..'�2
o;.r1- �wac-nom
2. Account number 5 'i 0.3�
3. Balance as of date of death: } Ar z tuei .t 13 a0 04
Balance Accrued Dividends Opened
Regular Saving= S1y�cj4rj. jGQ 01)04 0-011040
040 t� 10310 ,
Holiday Club S2 ,' J 1. 1-7 A3.(,) of of ,Q- 01 0,1,3
53"( S4.59 Ot or ro a,j,3 Oa 103 Ofa
Checking: S4.� J J. J 6!1.4'7
Ot o! I?-at otf,3 1 /1 7�1t0
IRA: S5 N J3/A
Certificates: Balance Accrued Dividends Certficate Number YTD Dividends
NIJA
4 Name(s) in which Safe Deposit Box was held:
5 Date the box was initially rented: ►y, )j.�
8 Branch address at which the box is located:
7 Loan Information: Balance Accrued Interest Per Diem Int
A. Unsecured Loans:
L14 Classic Visa Card
B. Secured Loans:
C. Mortgage Loans: $ $
$ $ $
$ Miscellaneous: Nacd Or-o G j nJA 1 12&o- VN cex- 1 C�CA-kC eo,C 51Ncli-A Fo2m +n
449 Ei5erihower Blvd.,HprYisburq,.PA 17111 :rr
STATEMENT OF VALUES
Claim # 130129039
Insured: Barbara L Shiley Policy: Type: IRA
000048011670
BENEFITS DEDUCTIONS
Amount of Insurance or Annuity....... $57,800.40 Policy Loan........__..._...-....... ........ $0.00
Term Insurance Additions................. $no interest on Policy Loan................_... $0.00
Accidental Death Benefit....... ...... $0.00 Premium............................................ $aoo
Paid-Up Additions_--.............. $0,00 Miscellaneous Deductions._......_...... $0.00
Dividend Accumulations........-......... $0.00 Total Deductions............................ $0.00
Interest on Accumulations*.............. $0.00
Regular Dividend... ...................... $0.00
Termination Dividend................... $aoo
Premium Refund........_... ............ $0.00
Advance Premium Deposit............ $0.00
Interest on Advance Premiums $0.00
Miscellaneous Benefit..... ..............
Total Benefits.................................. $57,800.40
Interest on accumulations while the policy was in effect will be reported to the policyowner on Form 1099-1.
Interest on net benefit is reportable as taxable interest to the beneficlary(les).
SETTLEMENT
BENEFICIARY: Mr John E Shiley Jr
Benefit. $14,45010 Taxable Interest. $51.05
Federal Withholding. $1,45012 Taxable Income: $14,45010
State Withholding: $435.03
Paid to Assignee: $0.00
Net Payment: $12,616,00
Special Remarks: By Check
SETTLEMENT
BENEFICIARY: Ms Kimberly J Grundon
Benefit: $14,450.10 Taxable Interest. $114
Federal Withholding: $0.00 Taxable Income: $607.11
State Withholding: $0.00
Paid to Assignee: $0.00
Net Payment: $14,452.24
Special Remarks: Fixed Interest Account- Beneficiary IRA$13,842,99, Required Minimum Distribution by check
$607.11
3SR
Interest amount reportable on Form 1099-1 as taxable interest to the beneficiary(ies).
Amount of distribution that will be reported as income to the beneficiary(es)on Form 1099-R.
Printed: 3/612013
Fo.01-3448
REV-2510 EX+(08-09)
7 pennsylvania SCHEDULE G
!� DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barbara L. Shiley 21-13-0097
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
Ri0.M THENF RTHEi ATTA04A TMEO THE DEFDFO RD UMT AND
NUMBER TNFanTEaPTRAriss acATrna+ncowoTrerEO�RZUREUSTATe VALUE OF ASSET INTEREST OF wucAwfl VALUE
1, Gt1NA Mutual IRA#000048011670 57,800.40 100 0.00 57,800.40
TOTAL(Also enter on line 7, Recapitulation) $ 57,800.40
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
i� pennsylvania SCHEDULE H ;
DEPARIMENT OF REVENUE FUNERAL EXPENSES AND
INHEMANCETAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT '
ESTATE OF FILE NUMBER
Barbara L. Shiley 21-13-0009
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:�._ V
1' Sullivan Funeral Home 6,910.00
iWoD adl wn Memorial Gardens 2,22.�0;60
} � t
F1 E
F-1
B. ADMINISTRATIVE COSTS: - -
1. Personal Representative Commissions: -
Name(s)of Personal Representative(s) - w.
Street Address
City State—ZIP
Year(s)Commission Paid: "
2. Attorney Fees: `
'106.39
v - _
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) -
-Claimant
Street Address '
. City State_ZIP,
Relationship of Claimant to Decedent' -
4. . Probate Fees: 303.50
5. 'Accountant Fees: �•�
6. Tax Return Preparer Fees: 450.00
2• Legal Notice-Cumberland Law Journal _y 1 Cw 75.00
B.� Legal Notice-The Sentinel -—_ " 210.78
�. Sullivan Funeral Home,Death Certificates J�
Ell The Sentinel,Obituary ^� _ �1 1 120.00
t t PN� C Bank,Service Charge ��� 18.40
t .
TOTAL(Also enter on Line 9, Recapitulation) $ 13,474,27
If more space is needed,use additional sheets of paper of the same size.
108
SULLIVAN FUNERAL HOME
���222 IigAnlnR .our u .:;mr,swc
. w.:irinnaEie:
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Charges are only for those items that you selected or that are required.If we are required bylaw or by a cemetery or crerwmr to use any items,we will explain in writing below.
If you selected a funeral that may require embalming,such as a funeral with viewing,you may have to pay for emba embalming.You do not have to pay for embalming you did not
approve if you selected arrangements such as direct cremation or immediate burial. If we charge you for an embalming,we will explain why below.
For Services of Barbara L. Shiley Date Of Death January 1,2013 Date of Contract _ January 2,2013
Charge to John Shiley 225 Ridgeview Dr. Marysville,PA 17053
ame Address city rat-S a zip.
A.CHARGE FOR SERVICES SELECTED:
1.PROFESSIONAL SERVICES C.SPECIAL CHARGES
Services of Funeral Director and Staff $ 6485 Forwarding Remains to other Funeral Home $
Embalming ine Receiving Remains form other Funeral Home_$
Immediate Burial $
Other Pre,dressing,cbody togs $ me Direct Cremation $
Other Preparation of body $ $
$ SUB-TOTAL OF SPECIAL CHARGES C$
_ $ D.CASH ADVANCED
SUB-TOTAL PROFESSIONAL SERVICES Al $ 6,485.00 Opening Grave/Crypt woodlawn Memorial $-
2.USE OF FACILITIES AND SERVICES Newspaper $
For visitation I wake service $ inc Newspaper $
For funeral ccremony $ me Clergy/Mass Offering Rev.Richard Martin $ 100
For memorial service $ Certified Copies of Death Certificate 10—$, inc
Equipment&services for graveside service $ Organist and Sinker $
$ Pink&White Carnation Spray _$ 200
SUB-TOTAL FACILITIES AND EQUIPMENT A2 $_ $
3.AUTOMOTIVE EQUIPMENT _ $
Vehicle to transfer remains to Funeral Home_$ inc $_
Hearse(Casket Coach) $ inc SUB-TOTAL OF CASH ADVANCED St Due Date Cale S 300.W
Flower Car/Floral Distribution $ inc We charge you for our services in obtaining the following:
i5mousine(s} ( ) $ v
Family Car{s� SUMMARY OF CHARGES --
Lead Car/Clergy Car $ inc
Utility Car _ $ inc TOTAL ABOVE ITEMS(A,B.C.D) $ 6,910.00
Out of town transportation $ Sales Tax(if App) @ 0 % i $ 0.00
$ TOTAL OF ALL SECTIONS $ 6,910.00
SUB-TOTAL AUTOMOTIVE EQUIPMENT A3 $ -
TOTAL SERVICES,FACILITIES,AUTOMOBILE A$ 6,485.00 LESS:payment Made $
B.CHARGES FOR MERCHANDISE SELECTED LESS:Credits Pending $
Casket $ LESS:Other Credittv?ayments $
Other Receptacle $- BALANCE DUE Feb t,2013 $ 6,910.00
Outer Burial Container $ TERMS OF PAYMENT-THIS IS A CASH TRANSACTION,DUE IN FULL
Acknowledgment Cards 25 $ me- BY THE DAY OF SERVICE unless other terms are agreed upon,in
Register Book_ $ me writing,by our funeral home.
Memorial Folders $ inc R
prayer Cards $ j
Temporary Grave Markers $ _
Burial Clothing $ 125.00 DISCLAIMER OF WARRANTIES The only warranty on the casket or outer
Other Clothing $ burial container, or both, sold in conjunction with this service is the express
Cremation urn $ written warranty, if any, granted by the manufacturer.This funeral home make
$ no warranty, express or implied, with respect to the casket or outer burial
container or their suitability for a particular purpose. "We do not warrant or
$ claim that the vault you are purchasing is air and or water tight. Please refer to
TOTAL MERCHANDISE SELECT BT— 125.00 the manufacturer's warranty."
I agree that I have examined the items o goods and services selected above and found them to be correct and according to the arrangements 1 have requested.
I acknowledge receipt of a copy of this Statement of Funeral Goods and Services Selected. I represent that I have sufh"dent funds available for payment of the
cash price for the goods and services selected. i also agree to make payment of$ 8910.00 byY day of service. i agree to be join0y and severally liable with
anyone else who signs below. If terms are agreed upon,A LATE CHARGE of 1.5%per mon 18% er annum)will be applied to the unpaid balance beginning
30 days after the date of this contract. I will also pay the Funeral Director all reasonable costs paid gy the Funeral Director to collect amounts I owe under this
agreement Those costs may Include a0ome fees and court costs. Any items.requested after the date of this agreement will be considered part of this
agreement and will be reflected on the final b6 i ackno at a Casket Pnce List and a Outer Burial Container Price List were made available to me and
that a copy of the G nerai List was give epn my eking financial arrangements.
(Seal) January 2,2013
Purchaser Contract Date _
(Seal)
Purchaser Fit
Winn I iranewi Fnno,ol nl.w.rnr
John C.Sullivan, Director
51 N. Enola Dr.
SULLIVAN FUNERAL HOME Enola, PA 17025
$ igh. trn. g your u- a. y
Phone: (717)7325400
Fax: (717)732.2162
Thursday, January 10, 2013
Kim Grundon
Dear Kim
INVOICE
01/10/2013
Enclosed are the extra Death Certificates you ordered per your request.
10 death certificates @ $6.00 each $60
Total $60
Paid in full on 01/10/2013 by Kim Grundon
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH Receipt Date: 1/25/2013
Cumberland County - Register Of Wills Receipt Time: 09:04 :48
One Courthouse Square Receipt No. : 1072821
Carlisle, PA 17013
SHILEY BARBARA L
Estate File No. : 2013-00097
Paid By Remarks: KIMBERLY J GRUNDON
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 210 .00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 .00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 20.00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15.00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 .00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23 .50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 429 303.50
Total Received. . . . . . . . . 303 .50
Yage I of 1
THE SENTINEL
457 E NORTH ST
CARLISLE, PA - 17013
717-240-7167
Merchant Number: 62040
=Transaction Approved=
Receipt#: 1381659882.45A4
Card Number: ********5607
Date: January 4,2013
Card Type:MASTERCARD
Input Type: KEYED
Trans Type:Purchase
Auth#: 78213P
Total:$120.06
Signature X
agree to pay above total amount according to card issuer agreement
Print Back
ittpe:/�autixeintemtetaeav�e.cam.�E.4e�anitutC 1141201
�v'PasSOCU�'�°
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
March 1, 2013
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Robert C. Saidis, Esquire
RE: Barbara L. Shiley Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on the following dates:
February 15, February 22, and March 1, 2013
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 0 .00
Total Amount Due $ 75.00
Payment received by
REV-1512 EX+(12-12)
�pennsytvania t SCHEDULE I ,
y' DEPARTMENT OF REVENUE '' DEBTS OF DECEDENT,
INHERITANCE TAXREwRN MORTGAGE LIABILITIES & LIENS '• - "
RESIDENT DECEDENT
ESTATE OF FILE NUMBER ,
Barbara L. Shiley 21=13-0009
Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. -
ITEM c .VALUE AT DATE
NUMBER DESCRIPTION r OF DEATH
Golden Living Center Si1 ,.9 3,500;00
i.
''''�''�� v
{�' 2.1 ;PLLElectric <, r '' 101.56
1 - ;Comcast . 70.61
4. PA American Water r 56.21
b. jVerizon Telephone - - . � �
( r y 6. . Er a Insurance,Homeowners
7. , jLowes,Parts to Repair Water Heater _ 392.22
Scrignoli HVAC, Repair Water Heater 150.00
9.i' !,Borough of East Pennsboro,Sewer&Trash 128.70
10. !Michael Cherewka,Esquire,Deed&Recording Costs ' 193.00
�. .� _-- �...--"--=-ter=�.:j_-:..�.._ • - --� +
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- TOTAL(Also enter on Line 10 Recapitulation) $ 4,833.34
• , - If more space is needed,insert additional sheets of the samesize. '
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Customer Account Information Billing Summary
For Service To: Barbara L Shiley -----Prior Balance------------
205 S Enola Dr Prior Water Balance $34.46
Account Number:24-0644853-6 Prior Balance Other $18.49
Premise Number: 24-0381025 Payments prior to Jan 16, 2013. Thanks! -52.95
Total prior balance,Jan 16,2013 .00
Billing Period& Meter Information ---------Current Water Charges
Billing Date: Jan 16, 2013 Service Charge 13.75
Billing Period: Dec 11 to Jan 11 (31 days) Water Volume($.009101 x2,500) 22.75
Next reading on/about: Feb 12, 2013 STAS PA WC Water - .05
Rate Type: Residential DSI-PAWC Charge 3.48% 1.27
Total water charges,Jan 16,.2013 37.72
Meter readings in current billing period: Other Current Charges----
Meter Number N087151784 is a 5/8-inch meter. Customer Protection In Home 3.99
Present-actual 133300 Customer Protection Sewer Line 9.00
Last-actual 130800 Customer Protection Water Line 5.50
Gallons used 2500 Total other charges,Jan 16,2013 18.49
---AMOUNTDUE $56.21
Do not send payment.Total Amount Duc will be deducted
from your bank account on-Feb 05,-2013 -
Water Usage Comparison
40 Monthly usage in hundred gallons.
32mMl
24
1b
n
im
0 a
2 J F M A M J J A S O N D J 2
10 n b ra r y n r g p 1 v c n
Messages to you from Pennsylvania American Water
Apppproximately 4.57 percent, or$1.72, of State taxes are included in your current bill.
'Effective January 1,2013, the State Tax Ad//'ustment Surcharge(STAS)has decreased from 0%to-.15%.
Effective January 1,2013, the Distribution S stem Improvement Charge(DSIC)increased from 2.05%to 3.48%.
This charge funds the replacement of water distribution facilities.
"Have you recently changed your primary phone number?If you have,please'update your account information online
using My H2O Online at www.amwater.com/myh2o or call us at the number below so that we can update our records.
Jh oNI I S E5 Ia '7'
Pivc C :Te / ri A-<�C_�
a r
00 34061003401 NCEAIJ TAV0923
Customer Service& Emergencies 1-800-565-7292 (24 Hours)
For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours)
Visit us online at: www.pennsylvaniaamwater.com
AM9031AM9041 AIM 2707
Account Number Due Date Amount Due
717 732-6652 093 77Y 2/28/13 $64.79
verizn
Account Information
Y
r Its1EY,eTRtla,cQDt�hipyeilzryh. " 'z; Statement Date.. 2/1/13
s ,yai :.i/�'4xEUul L'k`Aa�OS t�7PB' r s ti+.�i Phone: 717-73 -6 .
Phone: 717-732-6652 ..
3a s Go4roenieday' 6ePepatFfce. ;:.±' Account Summary .
t'
Previous Balance - $52.79
Payment Received Jan 21 —$52.79
}t '•:-` ' '�="' . Adjustments and Credits $52.79 -.
Save With Verizon Balance Forward $52.79
Did you know you could be eligible for savings with
Vedzon services?Call us at 1-877-514-7588 today New Charges
to review your account.
Current Activity $50.90
Double Play Deal&Bonus. —
Order ROS 15/5 Mbps Internet and Home Phone for Specials and Promotions —$49.37
only$79.99/mo.tar 1 yr.Wen tem contract or Taxes,Governmental Surcharges and Fees
choose a 2—yr.agmt.and get a$100 Visa®prepaid
-card.Limited—time offer.Call 1-888-756-4416. Vedzon Surcharges and Other Charges&Credits $8.5--
Availability varies.Taxes,terms and fees apply. Total New Charges due by February 28,2013 $12.00
Get More,Save More Amount Due 664.79
Call 1-888-55a-1566 to ensure you're getting the -
best Vedzon services at a great value—from phone, -
Internet and TV,to money saving bundles,international 1 T �/-
plans,and Jun:aAd-0ns.Together we'll find ways to
save you even more. '
AIVL% L.-A.-T
Questions about your bill or service?
View your bills in detail at verizon.cam or call 1-8007VEPJZON(1-800-837-4966).
Ender your ten digit number 717-732-6652.Use 093.0 asked for your customer
identification code.Customers with disabilities call 1-800-974-6006 Try.
TPast Bill Information-UGI he account you f ala balance an
UUIIty
your last ill was._.._......... $10500 01 Cti6fome�:Nurgber::G
fWAS rrrrirr payment ef____....__.._.._....___.._ -105. 0
Adjustments.___.._______________......_____________ 105.00 221614476045
Billing SummaryforServlceto: Late Charge ------------------------------------------ 1,31
BARBARA L SHILEY Your balance as of 01/31/2013(due now)________ O6.3
205 S ENOLA OR
ENOLA PA 17025 - -
Rate Classification: Current 8111 Information-UGI Utility
Residential Heating Customer Charge----------------------------------- 8.55
Billing Period: Commodity Charge( 188 CCF at$0.53734).___)..__ 101.02
12/28/2012 Device ce 01128/2013(31 days) Distribution Charges First 50 OCF at
Next 138 CCF at$314926) _ 48.20
Remote Device Read PA State Tax Surcharge----------------------------- -0.80
Questions? Total Current Charges-UGI Utility_ --------------------ff7.66
Call 800-276-2722 or write to UGI at Bud et Billing Amount -------------------------- 105.00
PO BOX 13009 - UGI Ullty charges owed this bill.........._........___..___.._____
Reading,PA 19612-3009 __...._______________. $211.31
Your current UGI charges include Total Amount Due,Please Pay by Due Date(02/2112013) __...._..___....__....____. $211.31
State tares totaling about S 5.72. /xeM 4e,•6---
a
Meter Information-Next Read Date February 26,2013
9.10 Average CCF Per Day Meter Number Previous Reading Present Reading CCF Used
8.19 1176121 5000(remote) 5188(remote) 188
7.28
6.37 as Messages.from UGI
5.46 •Your current price to compare is$0.55048/CCF.
4.55 •Your total annual usage is 1,085 CCF. Your average monthly usage is 90 CCF.
3.64
2.73 •Your annual budget year began with September 2012.
1 82 To date you have been billed $666.00
To date you have used $611.17.
0.91
0.00 •Help prevent pipeline damage.accidents and service disruptions.Call 811 before you dig. 8 i
J F M A M J J A S 0 N D J •Save lima Save the planet Sign up to view and pay your UGI bills online at www.ugi.com.
2012 Months 2013
I
i
Last This =
Average Year Year
CCF/day 7.25 6.06 If you pay at a payment agent please take your entire bill. Make check payable to UGI.
Daily temperature 35°F 32°F Keep this part for your records. Important Information is on the back of this bill.
Receipt
Capital Region Insurance Agency Inc
510 N Front St
Wormleysburg , PA 17043
Voice: (717) 731-1142 Receipt Number`
Fax: (717) 731-1858
2625
Email: tara @criainc.com Receipt Date
2/11/2013
Insured: Page 1
Susan Shiley
John E Shiley Jr
225 Ridgeview Dr
Marysville, PA 17053-1008
Sales Rep ID: Snody,Tara Payment Type: Check 1013
Receipt generated an 211112013 2:44:58 PM
Item Amount
Q970353917 JOHN,STEPHEN, ROBERT&KIMBERLY- Erie Insurance Exchange $176.25
Total: $176.25
Note: THANK YOU.
1ST QUARTERLY INSTALLMENT
�S S • �wl� �rzr�
LoWLE WE' '
"1M&ING
LOWE'S HOME CENTERS, INC.
5500 CARLISLE PINE
MECHANICSBURG, PA 17050 (717) 610-9230
—SALE. —
SALES#: S2223GM1 648694 TRANS#: 2262987 03-02-13
I
23501 1/2" X 260' GAS THREAD SE 3.04
148945 UTILITECH GAS WTR HTR INS 28.98
333567 400 6YNG SHRT LONX WTR HT 338.00
SUBTOTAL: 370.02
TAY: 22.20
INVOICE 02134 TOTAL: 392.22
CASH : 400.00
CHANGE: 7.78
STORE: 2223 TERMINAL: 02 03102/13 17:23:36
M# OF ITEMS PURI:HASED: 3
EXCLUDES FEES, SERVICES AND SPECIAL ORDER ITEMS
THANK YOU FOR SHOPPING LOVE'S.
SEE REUERSE SIDE FOR RETURN POLICY.
STORE MANAGER: JIM DUNKELBERGER
WE HAVE THE LOWEST PRICES, GUARANTEED!
IF YOU FIND A LOWER PRICE. ME WILL BEAT IT BY 108.
SEE STORE FOR DETAILS. -
* YOUR OPINIONS COUNT!
* REGISTER TO WIN A $5,000 LOVE'S RIFT CARD!
* iREGISTRESE PARA GANAR UNA TARJETA DE REGALO LOVE'S!
* *
* REGISTER BY COMPLETING A GUEST SATISFACTION SURVEY
* WITHIN ONE WEEK AT: wwu.lowes.cmm/survey
* Y O U R I D # 02134 2223 061
* NO PURCHASE NECESSARY TO ENTER OR VIN. - -
* VOID WHERE PROHIBITED. MUST BE 18 OR OLDER TO ENTER.
* OFFICIAL RULES A WINNERS AT: www.lowes.com/survey
STORE: 2223 TERMINAL: 02 03/02/13 17:23:36
THE FOLLOWING ITEMS HAVE EXTENDED PROTECTION PLANS
AVAILABLE FOR PURCHASE, YOU HAVE 30 DAYS FROM THE DATE
OF THIS SALE TO PURCHASE A PLAN. TO MAKE A PURCHASE,
CONTACT A LOVE'S SALESPERSON.
333567 400 6YNG SHAT LONK WTR HTR 211377
JOB INVOICE
H q
DATE ORDERED ORDER TAKEN BY
SOLD TO: - PHONE NO. CUSTOMER ORDER#
ADDRESS JOB LOCATION
JOB PHONE STARTING DATE
ATTENTIO N ITERMS -
�11i 16Y•L�1[��xd�Y•P.IJ:L�L�
TOTAL MISCELLANEOUS
a• • now! lY1�Y
Lw
- TOTAL MATERIALS I TOTALLABOR
WORK ORDERED 111
TOTAL LABOR
DATE ORDERED
TOTAL MATERIALS
DATE COMPLETED
f� TOTAL MISCELLANEOUS1I
CUSTOMER - I SUBTOTALI -
APPROVAL SIGNATURE
TAXI
AUTHORIZED SIGNATURE
GRAND TOTAL
A-2817-3817/T-3866
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The Law Office of
Michael Cherewka
624 North Front Street
Wormleysburg, PA 17043
717 - 232 - 4701
Invoice submitted to:
Ms. Kimberly Grundon
123 South Humer Street
Enola, PA 17025
August 05, 2013
In Reference to:4201.01
Estate of Barbara Shiley
Invoice# 5391
Professional Services
Hours Amount
7/25/2013 MC Draft Deed to Transfer 205 South Enola Drive, Enola, $125.00
Cumberland County from the Estate of Barbara Shiley to
Stephen Shiley
MC Costs: Recorder of Deeds $68.00
For professional services rendered 0.00 $193.00
Balance due $193.00
A 1% SERVICE CHARGE WILL BE ADDED AT THE END OF EACH MONTH FOR EACH INVOICE
THAT IS LEFT OVERDUE
Summary for policy Q970353917
Policy Overview
Policy Number: Q970353917 Past Due: $0.00
Policy Type: Ultrapack Plus Current Installment: $176.25 -�
Policy Period: 02/15/2013 - 02/15/2014 Billing Fees Due: $5.00
Pay Plan: D To pay in full: $533.75
Premium: $705.00 Minimum Due: $181.25
Payment Plan Options
Plan A The entire premium is due in one installment on the policy effective date.
Plan B The premium will be split into three consecutive monthly installments. The first is due on,the policy effective
date, and the remaining two will be due in two consecutive monthly installments.
Plan C The premium will be billed in three installments. One half of the premium will be split into two consecutive
monthly installments,the first of which is due on the policy effective date. The second half of the premium will
be due six months from the policy effective date.
Plan D The premium will be split into four installments. The first is due on the policy effective date, and the remaining
will be due in three month intervals.
Monthly The premium will be split into nine consecutive monthly installments. The first is due on the policy effective
date and the remaining will be due in eight consecutive monthly installments.
ERIExpressPay The premium will be split into twelve consecutive monthly installments that will be automatically debited from
the policyholder's checking or savings account (For new business, a down payment equal to the first month's
installment is required). Completion of ACH Authorization form required. Available on personal lines only.
Contact your Agent for more information.
Alternate Plans You may also qualify for payment plans of 2, 10, 11 or 12 monthly installments if you elect to have two or
more policies invoiced together under a single account. Please contact your Agent if you would like more
information concerning these alternate payment plans.
Installment Service Charges -Applied at the time of invoicing (where applicable)to offset the cost of billing the deferred
installments. All Installment Service Charges are paid to Erie Indemnity Company.
♦ Payment Plans A, B and ERIExpressPay-No installment service charges are applicable.
♦ Payment Plans other than A, B and ERIExpressPay-A$5.00 installment service charge will be applied to the second and-
subsequent scheduled installments.
Note: When two or more policies are invoiced together under a single account, a maximum of one installment service charge will be
charged per invoice. -
Additional Policy Fees -Applicable to all Payment Plans
♦ Returned Payment Fee: For checks or other payments returned unpaid -$25.00
♦ Late Fee: When a cancellation notice is issued due to non-payment-$10.00
♦ Reinstatement Fee:When a policy is reinstated with a lapse in coverage following non-payment cancellation-$25.00
All policy fees are paid to Erie Indemnity Company.
. . _ Returned payments or late payments may result in lapses or cancellation of coverage. _ _ _ Page 2 of 3
REV-1513 EX+ (01-10)
jUpennsyLvania SCHEDULE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Barbara L. Shiley 21-13-0097
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
�- —Sec. 9116:(a)(1.2).]
1. Kimberly J. Grundon,374 Rambo Hill Road,Shermans Dale, PA 17090 Daughter 114
2..' John E. Shiley,Jr.,225 Ridgeview Drive,Marysville, PA 17053 Son 1/4
3. 'Robert E. Shiley,205 South Enola Drive, Enola, PA 17025 Son 1 1/4
4.� 'Stephen C.Shiley,205 South Enola Drive, Enola,?A 17025 Son _—` 1/4
E
i
_—
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS .
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1 'None 0.00 j
'_-� Y3T£iiF-r➢L].M+MCOati:til'A..�s¢:i 11Qiv-":'i��<t..:c._-s-WYSID9-...-N•Jn�-��u:--.OG'A�.�ni^.��tiv_. ]N.•a __ —FaK•�
' , "•'•_2-'-��C•:�: �_ ..2.�:J:�^_'�.3:C'ti^:.^_.� -- - —s-..� .-Je^..v ^. _ —.� _,".- .eG. Ya f l
• � S:':-i�::'!v-::�::":..�...�T..L:1-:.-..Z�-I:S:XJ.T�.'Y4'�.eY�_.-..__..'^qF:.2-T•T".ln�.:.3Y-�.T._=��.�::u.-_:-'_"--'S1 _ _ _ _
_ _�_e_-....-�_u_ _ —....__u:�_-._..r �._�ra�.-u._aa..alLn_•-.._._..�-.�..ir._-._• �:f' 11" �_.�_.�Yi]i.1�����
B'. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: -
None 0.00,1
-_.._.. �-__—.--_..__—___.-....._...._..—...--_.----•-.-.�_.—__._....-_-._._--___...__---.__" ?.mss.-:.-'.::v.r-�r.-a:m�isa�v=::
' I'
p ,
aYP_-ti W'aVfS��.0.iMCT6ii01��.�
f
:...................... %a-v w.rra-r rv�-z"_-am-acm-m
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ ,1' 0.00'
If more space is needed,use additional sheets of paper of the same slze.
LAST WILL AND TESTAMENT
of
BARBARA L. SHILEY
I, BARBARA L. . SHILEY of Enola, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament,
hereby revoking any will previously made by me.
I. I direct the payment: of all my just debts and funeral
expenses out of ;my estate as-, soon as may be practical after my
death.
II. I devise and bequeath all of my estate of whatever
nature and wherever , situate to my children, KIMBERLY GRUNDON,
JOHN E. SHILEY, JR. , ROBERT E. SHILEY and STEPHEN C. SHILEY, the
share of a deceased child to be paid to his or her issue per
stirpes.
III. I direct that all estate, inheritance and succession
taxes that may be assessed in consequence of my death of whatever -
nature and by whatever jurisdiction imposed shall be paid out of
the principal of my general estate to the same effect as if said
taxes or exper�s 'of adtpiristration and all property includible
in my taxable estate whether .Or not .passing under this Will shall
LOVV
SAIDISP& be free and clear thereof.
FM
TdTD$A IV. No interest of any beneficiary of my estate either in
2109 Mark¢$met
Camp HID,PA income or principal, shall be subject to anticipation or to
pledge assignment, sale or transfer in any manner, nor shall any
beneficiary have power in any manner to charge or ,encumber his
interest, either in income or in principal, nor shall the
interest of any beneficiary be. liable or subject in any manner _
while in the possession of the Executors for the liability of
such beneficiary, whether such liability arises from his debts,
contracts, . torts or other engagements of any type.
V. I grant to my fiduciaries and their successor or
successors the following powers, in addition to and not in
limitation of, such powers as'lthey may hold by law:
A. To retain any property'owned by me at my death and
i
to invest any funds of my estate or trust in any stocks,
bonds, notes or other securities or property, real or
personal, notwithstanding that such investments may not be
of the character allowed to fiduciaries by statue or general
rules of law, it being my intention to give them the
broadest investment powers possible.
B. To sell or otherwise dispose of any property, real
or personal., at any time forming a part of my estate or
trust, for cash or upon credit, in such manner and �Dn such
terms and conditions as they may deem best, and no persons
dealing with them .shall be bound to see to the application
of any. moneys paid.
SAZDIS, C. To manage, operate, repair, improve, mortgage or
FLOWER &
LINDSAY lease for any term any real estate at. any time held or owned
U*4DSA
2109 Mika Sm
Gmp Ha PA by my estate.
D. To borrow money for the payment of taxes or for
2
any proper purposes in the administration of my estate.
E. To distribute in cash or in kind, upon any
division or distribution of my estate.
F. In general, to exercise all powers in the
management of my estate which any individual could exercise
in the management of similar, property owned in his right,
upon such. terms and conditions as to them may seem best, and
to execute and deliver all instruments and to do all acts
which they may deem necessary or proper to carry out the
purposes of ,-.this, my Will.
VI. I nominate, constitute and appoint my son, JOHN E.
SHILEY, JR. , and my daughter, KIMBERLY GRUNDON, as Executors of
this my Last Will and Testament. Neither of - my personal
representatives shall be required to post bond in this or any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the 5tb day of October, 2000(6:
hX>�rlia�01 • yG�
BARBARA L. SHILEY, Testlatrix
Signed, sealed, published and declared by BARBARA L. SHILEY
herein named, on this and three (3) other sheets of paper as and
for her Last Will and Testament, in our presence, who, in her
presence, at her request, and in the presence of each other, have'
SAIDIS, hereunto subscribed our names as attesting witnesses .
�� D
2109 Mazka S=r Na e Addr s
Camp HID,PA
n \\
Name
Address
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COMMONWEALTH OF PENNSYLVANIA :
: 9S.
COUNTY OF CUMBERLAND
WE the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument
as her Last Will and Testament and that she signed willingly (or
willingly directed another to sign for her) , and that she
executed it as her free will and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix signed the will as
witnesses and that to the best of their knowledge the Testatrix
was at that time eighteen yeatrs- of age or older, of sound* mind,
and under no constraint or undue influence.
BARBARA L. SHILEY, Tesfatrix
Witness
Witness
<j
Subscribed, sworn to and acknowledged before me liy the
Testatrix, and subscribed and sworn to before me by both
witnesses, this 5t-b day of October, 2006.
to Public
OOMMO HOF PENNSYLVANIA
Notarial Seat
SaraJ.Erminger,Notary PWk
SAIDISP Som,Gumbe;JaW CoorV
_farwe
FLOWER & Commission Expires Oct f7,2=
LINDSAY Member,Pennsylvania Association of Notaries
2109M[uk=Sn
Camp Hill,PA
4