HomeMy WebLinkAbout02-0534Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Jarvis Kenneth Shaffer No.G ~~Q2 - 5 3~
also known as Jarvis K. Shaffer
Deceased Social Security No. 193-12-7720
(COMPLETE "A" OR "~evo r, .,~,,,,. =gyp,
B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of the
Decedent, dated August 26. 1987 and codicil(s) dated none
.,„a,e~er«„Y ~~,~~m,,.z.,, e.o-..w~~~~,oo~, eee,~ eY,.,~~,o,, aY~.
Excapt as follows, Decedent did not marry, was not divorced, and did not have a child horn or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent: NONE
Hamden Township
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 514 Colonv Road Camo Hill PA 17011
um:eee,. ~~~noe, :,oa Rx,iomwl~wl
Decedent, then 82 years of age, died Mav 1, 2002, at Holv Spirit Hospital Camo Hill PA 17011
ao=aarm
Decedent at death owned property with estimated values as follows:
Ilf domiciled in PA) All personal property ............................ $ 168.000.00
Ilf not domiciled in PAI Personal property in Pennsylvania ........... $
(lf no[ domiciled in PAI Personal property in County .............. $
Value of real estate in Pennsylvania ..................................... $
Total ............................. ... .........
.. ... ................ S_ 168.000.00
Real Estate situated as follows: ~ ~ ~ ~ '
Wherefore, Peti [ionerls) respectfully requ estls) the probate of the last Will and Codicillsl presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Si nature Typed or printed name and residence
i
'Z
Shirley B. Shaffer, 514 Colony Road, Camp Hill, PA 17011
foini Nw-1 Pnge 1 0l L IDnupYiiii i_ounwl -Per. ~, 9'[
f~
B. Grant of Letters of Administration
m e.~.~.c,.: po~a~me li,e; aora~„e ame~u.; e~rao,e mmaa,mel
Petitionerisl after a proper search has/have ascertained that Deredenr left nn will ~..d ,.,~< <,,..,:.,,.a ~.. ..._ ._~,_...:__ __ _
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Dauphin
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent,
Petitioner will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed "~ ~'
Shirley .Shaffer
before me thi~{~s 3'° day of June, 2002
No. 2 I ' O 2 - ~ 3 ~ Estate of Jarvis Kenneth Shaffer a/k/a Jarvis K. Shaffer, Deceased
Social Security No: 193-12-7720 Date of Death: Ma 1 2002
AND NOW, JUNE 4, , 20 02 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me, IT tS DECREED that
Letters Testamentary are hereby granted to Shirley B Shaffer in the above estate and that the
instrument dated August 26, 1987 described in the Petition be admitted to proba*.e and filed of
record as the last Will of Decedent.
FEES
Letters ........................... S 235.00
Short Certificate(sl...•(21..
Renunciation ..................
Affidavit ( 1...•.~ ~•~~~• ~~~
Extra Pages ( ).....~~~ •~~
Codicil ..........................
Rec. Mgmt. Fee
JCP Fee ........................
Inventory .......................
Other ............................
S 6.00
S
S
S 12.00
S
S
S 5.00
S
S
TOTAL ................
g 258,00
l
Llht ~~ / ~ . o o~ D
Register of Wills
Attorney: Earl Richard Etzweiler
I.D. No: 06398
Address: 105 North Front Street
Harrisburg PA 17101'
Telephone: 717 234-5600
c~iir raw-~ rds, z o~ z io.~~~nm ro~~~r~ -u~~. s,xr
,
~ + ~s ro cc chat r c uvbrmarion here given is con'ecdv copied Gom an original cernhcate of death duly filed with me as
L o il R_gul .. [ Ile of I>;nlal cerntleare will be forwarded ro the Slam Vital Records Office for permanent 6iling.
\1lARNING: It is illegal to duplicate this copy by photostat or photograph.
Fey fnF this cerrincaee, 52.00
__ P ._8204200
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LAST WILL AND TESTAMENT
OF
JARVIS KENNETH SHAFFER
I, JARVIS KENNETH SHAFFEK, a legal ~sideo ? o53u~berland
County, Commonwealth of Pennsylvania, being of sound and disposing
mind and memory, do hereby make, publish and declare this
instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any
and all wills and codicils by me heretofore made.
I
IDENTIFICATIONS AND DEFINITIONS
A. I am married to SHIRLEY B. SHAFFER, hereinafter referred
to as "my Spouse." We have two (2) children, BLAKE SHAFFER and
TERI ESSEY. References in this Will to "my children" include
these children and any other lawful children born to or adopted by
me. Except as otherwise provided in this my LAST WILL AND
TESTAMENT, I have intentionally omitted to provide herein for any
relatives or for any other person, whether claiming to be an heir
of mine or not.
B. The following definitions obtain in any use of the terms
in this Will:
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it
means those descendants in being at the time they
must be ascertained in order to give effect to the
reference to them, whether they are born before or
after my death or of any other person. The persons
who take under this Will as Descendants shall take
by right of representation, in accordance with the
rule of per stirpes distribution and not in
accordance with the rule of per capita distribution.
Persons legally adopted when under the age of
fourteen years shall not be differentiated from
blood descendants for any purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
If the person referred to dies within thirty days of
my death, the reference to him shall be construed as
if he had failed to survive me.
3. As used in this Will, the words "Executor," "he,"
"him," "his," and the like shall be taken as generic
and applicable to a natural person of either sex or
a corporate person of other legal entity.
Page 1 of 4 Pages
C. I have served in the Armed Forces of the Dnited States.
Therefore, I direct my Executor to consult the legal assistance
office at the nearest military installation to ascertain if there
are any benefits to which my dependents are entitled by virtue of
my military affiliation at the time of my death. Regardless of my
military status at the time of my death, I direct my Executor to
consult with the nearest Veterans Administration and Social
Security Administration office to ascertain if there are any
benefits to which my dependents may be entitled.
II
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my death
as may be practicable:
1. All of my just debts and the expenses of my last
illness, funeral and of the administration of my
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion,
it might be proper and more advantageous to retain
or renew and pay as they become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on any property or
interest in my estate for the purpose of computing
taxes. My executor shall not require any benefic-
iary under this will to reimburse my estate for
taxes paid on property passing under the terms of
this Will.
III
RESIDDARY ESTATE
A. I define "my Residuary Estate" as all of my property
after the payment of debts and taxes under Article II, including
real and personal property, whenever acquired by me, property as
to which effective disposition is not otherwise made in this Will,
and property as to which I have an option to purchase or a
reversionary interest.
B. I give my Residuary Estate to my Spouse if she survives
me.
Page 2 of 4 Pages
C. If my Spouse does not survive me, I direct my Executor to
divide my Residuary Estate into equal shares and to distribute
those shares as follows:
I. one share to each of my Children who survive me;
2. if any of my Children fail to survive me, then his
or her share shall be distributed among his or her
descendants who survive me;
3. if any of my Children fail to survive me and leave
no descendants who survive me, then his or her
share shall be divided equally among such of my
Children who survive me, or their descendants who
survive me, as set forth in subparagraphs 1 and 2
above.
IV
APPOINTMENT AND POWERS OF EXECUTOR
I nominate and appoint my Spouse, SHIRLEY B. SHAFFER, as
Executor of this my LAST WILL AND TESTAMENT. If my Spouse,
SHIRLEY B. SHAFFER, is unable or unwilling to serve in this
capacity, I appoint my son BLAKE SHAFFER of Huntington Beach,
California to serve instead. I request that my executor be
permitted to serve without bond or surety thereon. I authorize my
Executor to do any and all things which in his opinion are
necessary to complete the administration and settlement of my
estate, including full right, power and authority, without the
order of any court and upon such terms and under such conditions
as my Executor shall deem best for the proper settlement of my
estate; to bargain, sell at public or private sale, convey,
transfer, deed, mortgage, lease, exchange, pledge, manage and deal
with any and all property belonging to my estate; to compromise,
settle, adjust, release and discharge any and all obligations or
claims in favor of or against my estate; and to borrow money for
the payment of inheritance and estate taxes or for any other
purpose. Without in any way limiting the scope of the powers
enumerated herein of my executor, I hereby specifically give to
him full power to retain any and all securities or property owned
by me at the time of my decease whenever, in his absolute and
uncontrolled discretion, such a course shall seem to him to be
best, without liability for depreciation or loss, and free from
investment restrictions incident to executorship, whether imposed
by common law or statute. In the execution of his duties and
powers as Executor he shall have the power to comply with all
legal requirements as to the execution and delivery of deeds and
all other writings, documents or formalities without the order of
any court; and he shall furnish a statement of receipts and
disbursements at least annually to each person then entitled to
receive income or property from my estate.
Page 3 of 4 Pages
Acknowledgment
COlVIlV10NWEALTH OF PENNSYLVANIA) SS:
COUNTY OF CUMBERLAND )
I, JARVIS KENNETH SHAFFER, Testator, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed to and acknowled ed before me, by J VIS
KENNETH SHAFFER, the Testator, this ~ da of _ Igg7
JARVIS KENNETH SHAFFER,
Testator
(SEAL) ~j'~~
Notary Public ~C/
A f f l d8 V l t ROSA A. RDDRIGUEI, NDTARY PtIP.FIC
CARLISFE BQRCUGH, CUMflFRI%8i d' COUNTY
CONIlVIONWEALTH OF PENNSYLVANIA) SS: Member~P~osylQ~aXASSOCiiionotNotanas
COUNTY OF CUMBERLAND
We, L!~~,e~,u£ ~ ~C~-O~_~ _ and -- -•/3,yicc._LY,~E//~---- '
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as his Last Will; that JARVIS KENNETH SHAFFER, signed
willingly and that he executed it as his free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the the Testator signed the will as witnesses; and
that to the best of our knowledge the Testator was at that time 18
or more years of age, of sound mind and under no constraint or
undue influence.
MSworn or affirmed to and subscribed to before me by
!! //~~/.f/£_- .~._J'14i~-SCriT and ____ ~~,~~zrcc. n/_~i~' ,
witnesses, this ~~tiyj day of ~un Lg$7, - ---------
_,
WIT
W I NHS -----------
(SEAL)
NO ARY PUBLIC
RDSA A. RDDRIGUEI, NOTARY PlIB11C
CARFISFE BDRDUGN, CUMBi:~L9KP CGUNTY
MY CDMNt ISSIDN EXPIRES Ori.:,? 78%9
Member, Pennsylvania Association of Wotarias
IN WITNESS WHEREOF, I have at Carlisle Barracks,
Pennsylvania, this ~~pday of -~~ _ 1987, set my hand and
seal to this my LAST WILL AND TEST ME NT consisting of four (4)
typewritten pages.
Signed, sealed, published and declared by the Testator,
JARVIS KENNETH SHAFFER, as and for his LAST WILL AND TESTAMENT, in
the presence of us, who at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
witnesses.
NAME ADDRESS
------
~~/~~yC/u_'y2L~~ -_---__ 1ST' lr""'.-c!>S%1(S!Zr-t u.~cX,t~±'w~ /CL.
Page 4 of 4 Pages
ETZWEILER AND ASSOCIATES
ATTORNEYS-AT-LAW
105 NORTH FRONT STREET
HARRISBURG, PA 17101
Earl Richard Gtzweiler (717) 234-5600
Christian S. llaghir _____
HALIFAX LINE
(717)896-3737
Fax Line: (717) 234-5610
August 14, 2002
Register of Wills
Cumberland County Courthouse
Hanover and High Streets
Carlisle, PA 17013
RE: ESTATE OF JARVIS K. SHAFFER
Dear Sir or Madam:
Please find enclosed for filing the following:
1. Two copies of the Inheritance Tax Return; and
2. A check in the amount of $15.00 to cover your filing fee.
2 West Main Street
Elizabethville, PA 17023
(717)362-8395
225 Market Street
Millersburg, PA 17061
~7t 7) 6vz-zs 19
I have also enclosed a copy of the face sheet of the Return to be time-stamped and
returned to our office in the envelope provided.
Thank you for your assistance in this matter.
Sincerely,
~,
~.
-~-
,/ ~L_ .,
Earl Richard Etzweiler
ERE:haf
Enclosure
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Shaffer Jarvis K
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE
SOCIAL SECURITY NUMBER
~
OFFICIAL USE ONLY
t tf'- :<.
531.{
01.
YEAR
NUMBER
DAT~ OF BIRTH (MM-DD-YEAR)
193-12-7720
THIS RErURN MUST BE FILED IN OUPlJCA,TE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
05/01/2002
IF APPLICABLE SURVIVING SPO SE'S
Shaffer, Shir1e
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
B.
2.
4..
7.
Supplemental Return
Future Interest Compromise (date of death after 12-12~82)
Decedent Maintained a living Trust
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Requited
8. Total Number of Safe Deposit Boxes
(Attach copy of Trust)
010. Spousal Poverty Credit 0 11. ElectJon to tax under Sec. 9113(A}
{date of death between 12.-31-91 aond 1-1-95) (Attach Sch 0)
,i::raIS:SECT[Ot-l;MUSTBE;COMPtE'tEO:;A~'CORRI!DOlloeJljl;e"~~r.(Il,TAX:\tlFQ8MA'l'tQ~~I:lO 'Q'B~QIFl' _jj;r~
NAME COMPLETE MAILING ADDRESS
(Attach copy of WlJI)
o 9. L1tigatJon Proceeds Received
Earl Richard Etzwei1er
FIRM NAME (If Applicable)
Etzweiler and Associates
TELEPHONE NUMBER
105 North Front Street
Harrisburg, PA 17101
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. FYOU ARE REQUESTING A REFUND OF At-l OVlORPAYMElIlT
URE TO At-lSWER All QUESTIOt-lS ON REVERSE SIDE At-lO TO RECHECK'MATH' <,<~~ '
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4-
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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 (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
None
None
None
(4)
(5)
None
None
(6)
None
168,333.92
4,143.00
None
SEE INSTRUCTIOt-lS Ot-l REVERSE SIDE FOR APPLICABLE RATES
164,190.92 X ,0 0 (15)
X .0 45 (16)
X .12 (17)
X .15 (18)
(19)
Copyright (c) 2000 form software only The Lackner Group. Inc.
('-;:'OFFICIAL llSE ONLY
(8) 168,333.92
(11) 4,143.00
(12) 164,190.92
(13)
(14) 164,190.92
0.00
0.00
0.00
0.00
0.00
":,;i~
'~X'
kiHtX~"^
Form REV-1500 EX (Re..... 6-00)
Decedent's Complete Address:
STREET ADDRESS
514 Colony Road
CITY I STATE I ZIP
Camo Hill PA l7011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits ( A + 8 + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
i::!W:i!i!IJ
;.n.,.""
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
",ake Cheek Payable to: REGISTER OF WILL~,. A~ENT
"'ii;';':;,:'::::::::::::::::::":::;'r"'::";;;""'i'i",""";:,}";"""""""""""",_",;"",,,,,"';";"'-""':\"1;"""'1;',',';]'1':",];;','1","""",;'::~:~~;~;~~~;~!,~;i,;!~;ii:I~!i!:::::::::::::':::::::r:::ii]j
:ji;~:~:;i:~:~~\::~\jV:;~,.!:~!~.,!i!l!!\!..~~~m\l\\,,\\i:l:l\l\:\\:\:\\\\\l\l\:\\,.\;\:mmll\@i!jj!!:~:;:!:i!~\\j
. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X., iN THE APPROPFUATE BLOCKS
1.
0.00
0.00
0.00
0.00
0.00
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "jn trust for" or payable upon death bank account or security at his
or her death?
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.
Yes No
~~
o
o
o
[R]
[R]
[R]
Under penaltles of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative Is based on all informatIon of whlch preparer has any knowledge.
Shirley B. Shaffer
_ _ _S.l~_ 5~'?~-"_,,Y _ py_~,,~_ __ _ __ _ _ _ _ _ __ _ ___ _ __ _ ___ __ _ _ ___
earn Hill, PA 17011
Etzweiler and Associates
105 North Front Street
- -Har;:isb~-':-; --pj.,- - Y7icfi -- - --- - -- - --- - -- --- -- ---
DATE
9//3/02-
DATE
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 PS 9116 (aJ( 11) (ill
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. 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 twenty-one years of age or younger at death to or far the use of a natural
parent. an adoptive parent. or a stepparent of the child is QQJQ [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'sllneat beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2)
[72 P.S 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)( 1.3)J. 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.
Copyright (c) 2000 form software oniy The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
LAST WI LL AND TESTAME NT
OF
JARVIS KENNETH SHAFFER
I, JARVIS KENNETH SHAFFER, a legal resident of Cumberland
County, Commonwealth of Pennsylvania, being of sound and disposing
mind and memory, do hereby make, publish and declare this
instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any
and all wills and codicils by me heretofore made.
I
IDENTIFICATIONS AND DEFINITIONS
A. I am married to SHIRLEY B. SHAFFER, hereinafter referred
to as "my Spouse." We have two (2) children, BLAKE SHAFFER and
TERI ESSEY. References in this Will to "my children" include
these children and any other lawful children born to or adopted by
me. Except as otherwise provided in this my LAST WILL AND
TESTAMENT, I have intentionally omitted to provide herein for any
relatives or for any other person, whether claiming to be an heir
of mine or not.
B. The following definitions obtain in any use of the terms
in this Will:
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it
means those descendants in being at the time they
must be ascertained in order to give effect to the
reference to them, whether they are born before or
after my death or of any other person. The persons
who take under this Will as Descendants shall take
by right of representation, in accordance with the
rule of per stirpes distribution and not in
accordance with the rule of per capita distribution.
Persons legally adopted when under the age of
fourteen years shall not be differentiated from
blood descendants for any purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
If the person referred to dies within thirty days of
my death, the reference to him shall be construed as
if he had failed to survive me.
3. As used in this Will, the words "Executor," "he,"
"him," "his," and the like shall be taken as generic
and applicable to a natural person of either sex or
a corporate person of other legal entity.
Page 1 of 4 Pages
C. I have served in the Armed Forces of the United States.
Therefore, I direct my Executor to consult the legal assistance
office at the nearest military installation to ascertain if there
are any benefits to which my dependents are entitled by virtue of
my military affiliation at the time of my death. Regardless of my
military status at the time of my death, I direct my Executor to
consult with the nearest Veterans Administration and Social
Security Administration office to ascertain if there are any
benefits to which my dependents may be entitled.
I I
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my death
as may be practicable:
1. All of my just debts and the expenses of my last
illness, funeral and of the administration of my
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion,
it might be proper and more advantageous to retain
or renew and pay as they become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on any property or
interest in my estate for the purpose of computing
taxes. My executor shall not require any benefic-
iary under this will to reimburse my estate for
taxes paid on property passing under the terms of
this Will.
I I I
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of my property
after the payment of debts and taxes under Article II, including
real and personal property, whenever acquired by me, property as
to which effective disposition is not otherwise made in this Will,
and property as to which I have an option to purchase or a
reversionary interest.
B. I give my Residuary Estate to my Spouse if she survives
me.
Page 2 of 4 Pages
C. If my Spouse does not survive me, I direct my Executor to
divide my Residuary Estate into equal shares and to distribute
those shares as follows:
1. one share to each of my Children who survive me;
2. if any of my Children fail to survive me, then his
or her share shall be distributed among his or her
descendants who survive me;
3. if any of my Children fail to survive me and leave
no descendants who survive me, then his or her
share shall be divided equally among such of my
Children who survive me, or their descendants who
survive me, as set forth in subparagraphs 1 and 2
above.
IV
APPOINTMENT AND POWERS OF EXECUTOR
I nominate and appoint my Spouse, SHIRLEY B. SHAFFER, as
Executor of this my LAST WILL AND TESTAMENT. If my Spouse,
SHIRLEY B. SHAFFER, is unable or unwilling to serve in this
capacity, I appoint my son BLAKE SHAFFER of Huntington Beach,
California to serve instead. I request that my executor be
permitted to serve without bond or surety thereon. I authorize my
Executor to do any and all things which in his opinion are
necessary to complete the administration and settlement of my
estate, including full right, power and authority, without the
order of any court and upon such terms and under such conditions
as my Executor shall deem best for the proper settlement of my
estate; to bargain, sell at public or private sale, convey,
transfer, deed, mortgage, lease, exchange, pledge, manage and deal
with any and all property belonging to my estate; to compromise,
settle, adjust, release and discharge any and all obligations or
claims in favor of or against my estate; and to borrow money for
the payment of inheritance and estate taxes or for any other
purpose. Without in any way limiting the scope of the powers
enumerated herein of my executor, I hereby specifically give to
him full power to retain any and all securities or property owned
by me at the time of my decease whenever, in his absolute and
uncontrolled discretion, such a course shall seem to him to be
best, without liability for depreciation or loss, and free from
investment restrictions incident to executorship, whether imposed
by common law or statute. In the execution of his duties and
powers as Executor he shall have the power to comply with all
legal requirements as to the execution and delivery of deeds and
all other writings, documents or formalities without the order of
any court; and he shall furnish a statement of receipts and
disbursements at least annually to each person then entitled to
receive income or property from my estate.
Page 3 of 4 Pages
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA) SS:
CDUNTY OF CUMBERLAND )
I, JARVIS KENNETH SHAFFER, Testator, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
Testator
(SEAL)
Affidavit
ROSA A. ROORIGUEZ, NOTARY PJ}BlIC
CARLISLE BOROUGH, CUM8ERL~NC COUNTY
MY COMMISSION EXPIRES ocr. la, 1989
Member, Pennsylvania Associa1ion of Notaries
COMMONWEALTH OF PENNSYLVANIA) SS:
CDUNTY OF CUMBERLAND )
We, ilJt)y..€!--.!!!Lt:.~w.zr~__ and ...3J.vCG Ll!..JfE/~_____,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as his Last Will; that JARVIS KENNETH SHAFFER, signed
willingly and that he executed it as his free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the the Testator signed the will as witnesses; and
that to the best of our knowledge the Testator was at that time 18
or more years of age, of sound mind and under no constraint or
undue influence.
/l)sworn or affi~dto and subscribed to before m~ by
wni!tef~thff"-afjfl[f{f'tIL~~=-:-Igff.~ .L'L--t~{'fI!_______,
~~-L42
(SEAL)
~-I-N S-- -------------------
C
00 ARY PUBLIC
ROSA A RODRIGUE
CARLISLE SOROUG,~ ;' NO!~R.Y PUSlIC
MY COMMISSION iX;rR~~';;:'ND COUNTY
Member. Permsy/v,nia A . l':!. ~'8, 1989
noel.t,on of Notaries
IN WITNESS WHEREOF, I have at Carlisle Barracks,
Pennsyl vania, th i s 2{,., day of
seal to this my LAST WILL AND
~~_ 1987, set my hand and
TEST~ENT consisting of four (4)
typewritten pages.
4
JARVIS KENNETH
Testator
Signed, sealed, publ ished a~d declared by the Testator,
JARVIS KENNETH SHAFFER, as and for his LASW WILL AND TESTAMENT, in
the presence of us, who at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
witnesses.
NAME
ADDRESS
7~_~~ (Ja~ a~+-L
<;'<lJ t<f, S=~S7. c-/irk /',4 l'7a/3
----------;>'-'-----
~-=
Page 4 of 4 Pages
REV-1510EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jarvis K Shaffer
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
SSjl 193-12-7720
05/01/2002
This schedule must be completed and filed if the answer to any of questions 1 through 4 or. page 2 is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFt).REE THEIR DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
RELATIONSHI? 10 DECEDENl AND lHE DA E OF TRANSFER.
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 MetLife Annuity Account No. 168,333.92 100.00% 168,333.92
CE228273 . Jarvis K.
Shaffer Owner, wife,
Shirley B. Shaffer,
Annuitant.
TOTAL (Also enter on line 7, Recapitulation) $ 168,333.92
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
MetLife'
@
MetLife AAA A Fixed Annuity
For inquiries contact:
MetLHe
P.O.Box 22030
Tulsa, OK 74121-2030
Tel: 1-800-638-7732
ANNUITANT:
DATE OF BIRTH:
AGE:
STATE OF RESIDENCE:
PRODUCT TYPE
MARKET:
ORIGINAL PURCHASE
EFFECTIVE DATE:
Statement Dat.e
. . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . .
01/10/01-01/09/02
Statement. Period
01/10/02
.........................................
CE228273
Account #
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
NQl
Market
Tax 10 #
.........................................
ON fILE
JARVIS K SHAFFER
FBO SHIRLEY B SHAFFER
514 COLONY RD
CAMP HILL PA 17011
Issue Date
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
01/10/1985
Employer Group # N.A.
Annuitant
.........................................
SHIRLEY B SHAffER
MAX INCOME PROGRAM QUOTATION - Non-Qualified
SUMMARY OF OPTIONS
INCOME FOR YOU
INCOME FOR A GUARANTEED PERIOD
SUPPLEMENTARY CONTRACT
SHIRLEY B SHAFFER CE228273
l2/13/1926
75 SEX:
Pennsylvania
4
Non. Qual
DATE: 01/10/1985
05/01/2002
ANNUITIZATION AMOUNT:
COST BASIS:
INCOME PAYMENT MODE:
ANNUITIZATION DATE:
RATE BASIS:
Female
$168,333.92
$40,000.00
Monthly
05/30/2002
SP020501 (DCS)
REV~i5il EX +(1-97)
ESTATE OF
Jarvis K Shaffer
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
SS{1193-12-7720
05/01/2002
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
B. 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's Fees Etzweiler and Associates 350.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Shirley B. Shaffer
Street Address 514 Colony Road
Cjty Camp Hill State PA Zip 17011
-
Relationship of Claimant to Decedent Spouse
4. Probate Fees Register of Wills 258.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Etzweiler and Assoc iates - postage, photocopies and long distance 20.00
telephone calls.
2 Register of Wills - Dauphin County (oath of personal 15.00
representative)
TOTAL (Also enter on line 9, Recapitulation) $ 4,143.00
(If more space is needed. insert additional sheets of the same size)
Copyrlghl (c) 1996 form software only CPSystems.lnc
Form REV-1511 EX {Rev. 1-97)
REV -1513 EX ,. (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Jarvis K Shaffer
SSil 193-12-7720
05/01/2002
FILE NUMBER
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under See, 9116(a)(1.2)]
RELATIONSHIP TO DECEDENT
00 Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
~_ , i
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~~'YS ~` y COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
\ INHERITANCE TAX DIVISION
V DERT. 2ao6o1~ NOTICE OF INHERITANCE TAX
HARR ISDDRGf PA v12e-oeDl pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT DF TAX
%EY-150 E% %FV 101-5n
DATE 09-30-2002
ESTATE OF SHAFFER JARVIS K
DATE OF DEATH OS-O1-2002
FILE NUMBER 21 02-0534
.1~, COUNTY CUMBERLAND
EARL RICHARD ETZWEILER ACN 101
ETZWEILER 8 ASSOCS Amount Remitted
105 N FRONT ST
HBG PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR_YOUR RECORDS___~
----~-~... :.....,..erurur el 1 BWANCI
REV-1547 EX AFP IUYVLJ nvl+..c ... -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT 0
ESTATE OF SHAFFER JARVIS K FILE N0. 21 02-0534 ACN 101 DATE 09-30-2002
TAX RETURN HAS: ( )ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
(NATION CONCERNING FUTURE INTEREST - aec Iccrcna~
1ISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest [Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F]
7. Transfers (Schedule gJ
B. Total Assets
(1) .DO NOTE: To insure proper
(27 ,00 credit 4o your account,
137 ,00 submit 4he upper portion
(47 .00 of this Porn with your
157 ,QO tax payment.
(e) .00
(7) 168.333.92.
(B) 168,333.92
APPROVED DEDUCTIONS AND EXEMPTIONS: 643. 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 00
30 Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) .
00
643
. I11) .
11. Total Deductions (127 167,690.92
12. Net Value ofi Tax Return
J]
l .00
ritable/Governmental Bequestsi Non-elected 9113
Ch e
Trusts (Schedu ( 4) 92
690
167
13. a .
,
14. Nst Value of Estate Sub3ect to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or
sess 16, 17,
ed to da 18 and 19 will
te.
reflect figures that include the total of ALL returns as
ASSESSMENT OF TAX: 167,690.92 X 00 = .00
15. Amount of Line 14 at SDOUSal rate (157
00
045 = .00
A rake
l (16] . X
16. ass
Amount of Lins 14 taxable at Lineal/C 00 12 - .00
(177 _
X
17. Amount of Line 14 at Sibling rate
00
15 = .00
ss B rate
l/Cl
t (1B) . X
18 a
era
Amount of Line 14 4axable at Colla ,00
. (19)=
19. Principal lax Due
^ IF PAID AFTER DATE INDICATED, SEE REVERSE f IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUOURMAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
FEV46i6 E%(686)
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
f1FPT. 280601
ITEM
SCHEDULE NO.
H ~ B-3
Daniel Heck
Shaffer, Jarvis K.
INHERITANCE TAX
EXPLANATION
OF CHANGES
2102-0534
101
EXPLANATION OF CHANGES
The claim for family exemption cannot be made against non-probate assets as
exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code.
ROW
Page 1
1 f
~'
L~.`;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Jarvis Kenneth Shaffer
Date of Death: Ma 1 2002 Admin. No.
Will No. 2002-00534
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the follo~~ ing
with respect to completion of the administration of the above-captioned estate.
State whether administration of the estate is complete:
Yes X No.
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. X
b, The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest?
Yes X No.
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~. F
Dated: 10/21/2007_ B
Signature
Earl Richard Etzweiler, Esquire
105 North Front Street
Harrisburg, PA 17101
(717) 234-5600
Capacity: Personal Representative
X Counsel for personal representative
~ {f,
CU tY~ ~r-~G r~U CU ~"n~ ~' 1
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: ~" - _ ~-~r~~J
Will No. ~GO~_oG53~1 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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:
Yes X 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?
Yes No. X
b, The sepazate Orphans' Court No. (if any) for the personal representative's
account is:
c, Did the personal representative state an account informally to the parties in
interest?
Yes .~._ No.
d acocolunts may be filedewith thenClerk of the Orphans' C urt and maynbe
attached to this report.
Dated: y'3 _C~
Siguature
Earl Richard Etzweiler, Esquire
105 North Front Street
Harrisburg, PA 17101
(717) 234-5600
Capacity: Personal Representative
X Counsel for personal representative