HomeMy WebLinkAbout01-0160
PETITION FOR PROBATE and GRANT OF LETTERS
~/-OI-I'O
Estate of stanley G.. Shupp. Jr.
also known as
No.
To:
Socia! Security No.
. Deceased.
174-20-5245
Register of Wills forlthed
County of Clmlber an in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated August 19
and codicil(s) dated
named
,19~
(Slale relevanl circnmSlances, e.g. renuncialion, death of executor, etc.)
Decendent was domiciled at death in CUmberland County, Pennsylvania with
h .-,is last family or~ princifal residence at 316 Rosemont Avenue, New Ct1Inberlana, PA
, ~,~ / { ~/.?:r /<-2 -te,::?" ,,.-1
(IiSI Slreet, number and muncipalilY)
Decendent, then - 77 years of age, died January 26
at 316 Rosemont Avenue.L-New Cuffiberland, PA
Except as follows, ciecedent did not marry, was not c;livorced and did not have a child born or adopted
after execution of the wlil offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
~ 2001
, I
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(l f not domiciled in Pa.) Personal property in Pennsylvania
Of not domiciled in Pa.) Personal property in County
Value of real ~stare in Pennsylvania
situat;;:d as I"ollo\\'-;: not appl i ca b 1 P, 1-1 e 1 rl j (''Ii n t 1 Y
S11T''; unrc::.1-1 i p
15,000.00
$
$
$
$
with
right of
\VHEREfORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presemed herewith and the gram of letters testamentary
(teslamentary; administration C.La.; administration d.b.n.c.t.a.)
theron.
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~2
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.00)[f, j) C/VLt.'&V
Diane S. Craver
319A Rosemont Avenue
N~t.7 C'llm~r lAnd I Pf::. 1 7070
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OATH OF PERSONAL REPRESENTATIVE
CO!\11Y10~\VEALTH OF PENNSYLVANIA I '-'
r ::;~
COL~TY OF Cumbe.:d.aDd J
IC, -~-:209
The pcritioner(s) above -named sw(;ar(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tatlve(s) of the above decedent petirioner(s) will well and truly administer the estate according to law.
Sworn to or affir!Qed and SUbscribed~v1a1U /! &~~ ~
befo e me this 9th, day of ,./ 0.:
F ruary 7' ' I _ 1<'X ?OOl \ ~
{ :. ~ {If(.!, ~ tl-,if ~/~.2i-{/ ~
MAR't LEWI5 - i,Y Register ~lf:o/ ~
:.-.:.? REG- ~ TER OF WILLS I v _____
N 21-2001-160
o.
Estate of STANT.F.Y Q" ~HfTPP f .TR
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FebTIlary 9th ~ 2001 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Auqust 19. 1998
described therein be admitted to probate and filed of record as the last will of Stanley Q. Shupp, Jr.
and Letters Testamentary
are hereby granted to 01 .::Inp ~ rr;::nTPr
-.
Probate, Letters, Etc. .........
Short Certificates(6 ) . . . . . . . . . .
Renunciation ................
x-Pages (5)
JCP
$ 50.00
$ 18.00'
$
$ 15.00
5.00
TOTAL - $ .t,.. . {.
o " . (.
.~~1:;rrJ.l.crIT. 9.tl:l, 2D.O 1. . . . . . . . . . . . . .
1''"";: r / . I
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/&~gGISTER OF WILLS ..j
umple-Sullivan, Esquire
A ITORNEY (Sup. Ct. r.D. No.)
Supreme ct. 1.0. No. 32317
549 Bridge Street, New CUmberland, PA 17070
ADDRESS
(717).774-1445
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FEES
Filed
PHONE
MAILED LETTERS AND ORDER TO EXECUTRIX
_ __.____~.________--~.------.----.....-r.......-
ii. l~ fl ten th.J
1,)..tJ Fl'~LqLn. The
tLl' :!' j.)!'1..ll10!1 here
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'!I,d ,;:,,',ihUll' (>!,.k;llh
fikd with me ,is
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;fJr f)t! rl~'lkl1'
WARNING: It is iliegal to duplicate this copy by photostat or ph()tograpr~,
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21-2001-160
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COMUoNWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
ev 2187
!
77
UNDER 1 YEAR
Monlha Days
UNOER 1 DAY
_ Minul..
SEX
:I. male
STAT E FILE NUMBER
SOCIAL SECURITY NU!.lBER
DATE OF DEATH ,Mcnll.. Da~. .I\lat)
NAME OF DECEDENT (F,rs. MIdaIe. La5Il
1. Stanley
AGE (LaSl a.rtMay)
3.174
- 20
- 5245
~ Jahuary 26, 2001
y,.
PlACE OF DEATH ICt>oc" only ()(O@ .. __ .n,truel""'" on _ S><lel
HOSPITAL:
I~..... 0 E~I"n1 0
1. ...
FACilITY NAME (II not 'nsMuloon. 9"'" 5lIeel and num\lef.
OOAO
g:oIy)O
-s.
. COUNTY OF DEATH
-
"!
.....
Cumberland
New Cumberland
k.
RACE . ~ Indian. _. White. etc.
(Spec.Iy)
white
10.
DECEDENT'S USUAL OCCUPoVION
,... (~=:':~~::~:f
::l1L ExecutiveDirector tlI.!nicipal Governmen
. DECEDENT'S MAILING ADDRESS (SII..... ColylTown. ~. Zop Code) DECEDENT'S
. ~~~~
(See onslrucloons
on OII1er Sldel 17b.Ccunty Cumberland
Shupp, Sr.
v..s DECEDENT EVER IN
US.ARMEDF~S1
v..0 No1r
12. 13.
17e.Sut. Pennsylvania
MARITAL STATUS. Memed
Ne_ ManieO. W_.
o.-C>>d (SpecolyJ
1.. widowed
17C.0 _.,*-nlWwdin
SURVIVING SPOUSE
III WIle. gMI matOen namel
17070
Did
-
w...e
lownship1
lWp.
New Cumberland
Cily/bon)
Guistwhite
S.
New Cumberland PA 17070
lOCAllOH . CitylTown. Slat.. ZIll Code
f\emc>dllrom SIal. 0
PA
40-L
~ M..... 2..2e mUlll be c;ompIeted by
~ ~ who pronouncee <lIIa1h.
. 27. MAT I: Enlef !he _S, ,nlun.. 0( compl.ca\lons whicIl caused the death Do not .1lIllf'he _ 01 dying, such as cardiac or resptralOty atrllSl, Shock or hearlla,l",e
Lt. odf one cause on each _
23b. 23c.
v..S CASE REFERRED TO MEDICAl EXAMINER/CORONER1
V.eO
~
!:
f{3/U fY
21.
t Apptoxomal.
: interval belwMn
.~and_
!)U~ IJJ
:\6f~kf}U
PART II:
Olher signiIlcent condIliona concrbJIing 10 deal/l, but
not reUIinO in !he undeltying __ given in PJt.RT I.
llIIIlIEDlATE CAUSE (FI08I
_ 0( condtbon
~.-.g on ,..,)_
~
~ ~ IiII condIIiona
.="....,.-..gIO_.
== _. Enter UNDERLYINO
.; CAUSE (o.sea. CJI WlfUIy
.::.....--
~I-*'ll on ,..,) lAST
~
0; v..s AN AUTOPSY WERE AUTOPSY FINDINGS
~PERFORMED1 ~~=~USE
- OF DEATH1
C\ r7~tATorl( DY-.(fAy?}(
DUE1OiOP,~. MY)
G~J1Vi r~tlP/.M61~ ~
DUE 10 (OA AS A CONSEOUENCE On
DUE 1O(OA AS ACONSEOUENCE OF)'
MANNER OF DEATH
Halur"
,a-
D
o
DATE OF INJURY
(Manll' Day. 'Ie....)
TIME OF INJURY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED.
HomOClde
o
o
o ~CE OF INJURY. AI home,larm~;.el. faClOf\', office
building, ele ,Spec,tv)
JOe.
Yes 0
NoD
~
Accodenl
Pendmg Investigation
No
Yea 0
NoD
Suocldoo
M. JOc:.
-
lOCATION (SIr..... ColVlTown. Stale)
_0
Could not be de1enmned
2Ie. ZtIb.
CERTIFIER ,Cn""" on;y onel
"CERTIFYING PHYSICIAN tPhySIC...... ce<uly,ny CdU"" ~ <Jealh -.", anOlher pnys.c.an nas P<OOOUnce<l Qealh ano camplelea Item 23)
To 11M bea<< o' my knowled9t. deern occurred due 10 11M cauae(l) and manne,.. Itated.
29.
'MEDICAL EXAMINER/CORONER
On the beeis olexemin.Uon andlo< investigahon, in my op,nion, deeth occurred at Ihe time, dete, and place. and due 10 the couse(.) end
manne' .s srated. . . . . . . . . . . .. ................................ ...................................................
31.
1 REGISTRAR'S SIGNATURE AND NUMBER
n
~ftC~
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I~/I~!I!I
Day. 'Iea.1
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...
....
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....
..
. PRONOUNCING AND CERT IFYING PHYSICIAN (Physoc..n both ;xonouOC'"9 <Jealh <lncl cer1lfyonglO cause of clealnl
To Ihe"'" 01 my knowledge. deelll occurred at \he....... dale, and piece. and due 10 lhe ceuse(al and menner as sleled..
LAST WILL AND TESTAMENT
OF
STANLEY Q. SHUPP, JR.
I, STANLEY Q. SHUPP, JR., of New Cumberland, Cumberland,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby
revoking all Wills and Codicils by me at any time made.
ITEM I:
I direct that all inheritance and estate taxes becoming due by reason
of my death, whether such taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executrix out of the property passing under ITEM III of this
Will, as an expense and cost of administration of my estate. The Executrix shall have no
duty or obligation to obtain reimbursement for any such tax so paid, even though on
proceeds of insurance or other property not passing under this Will.
ITEM II:
I direct the Executrix to pay my just debts and the expenses of my last
illness and funeral expenses from the property passing under this Will as an expense and
cost of administration of my estate.
ITEM III: I devise and bequeath all of the rest, residue and remainder of my estate
1
~- c..:;
<{~~
to my daughter, DIANE S. CRA VER. In the event my daughter predeceases me or, in the
event she does not survive me by thirty (30) days, I devise and bequeath my estate to my
grandson, MATTHEWC CRAVER. In the event that I am not survived by either DIANE
S. CRA VER or MATTHEW C CRA VER, I devise and bequeath my entire estate to my son-
in-law, RALPH C CRA VER.
ITEM IV: In the settlement of my estate, my Executrix shall possess, among others,
the following powers:
(a) To retain any investments I may have at my death, as long as the
Executrix may deem it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such terms and
conditions as the Executrix may deem advantageous to the estate, any or all real or personal
property or interest therein owned by the estate;
(c) To pay all costs, taxes, expenses and charges in connection with the
administration of my estate;
(d) To compromise controversies; and
(e) To do all other acts in the Executrix's judgment deemed necessary or
desirable for the proper and advantageous management, investment and distribution of the
estate.
2
/'.//v. )
.~.~./
ITEM ~.
Any person who shall have died at the same time as 1 shall have, or in
a common disaster with me, or under circumstance that the order of deaths cannot be
established by proof, or within thirty (30) days of my death, shall be deemed to have
predeceased me.
ITEM VI: I appoint my daughter, DIANE S. CRA VER, to be the Executrix of my
Estate. In the event my daughter cannot act or refuses to act as Executrix for any reason,
I nominate, constitute and appoint my son-in-law, RALPH C. CRA VER, as alternate
Executor. Any Executrix or Executor is specifically relieved from the duty or obligation of
filing any bond or other security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding 2 pages, at the end of each page of
which I have also set my initials for greater security and better identification this /1 day
of {lU/a:J!1998.
~-
:J.
STANLEY
3
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We, the undersigned, hereby certify that the foregoing Will was signed, sealed,
published and declared by the above-named Testator as and for his Last Will and Testament,
in the presence of each other, have hereunto set our hands and seals the day and year first
above written, and we certifY that at the time of the execution thereof the said Testator was
of sound mind and memory.
\i1 ") Ji
. / /.?Jt?{ tt'CL.-d-+;tt.:-Lf:;H14
Lisa Wasserloos
Residing at: 205A Tenth Street
New Cumberland, PA 17070
) I ~ I _______ c ......~ ~
-1 -!A, .. .\ I. 1ft. <lIP
Michael T. Stephens
Residing at: 401 C Radcliff Drive
Harrisburg, PA 17109
4
~
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
: Ss.
COUNTY OF CUMBERLAND
I, STANLEY Q. SHUPP, JR., 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 and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act for the purposes therein
expressed.
(SEAL)
Sworn to and subscribed
befor me this ~ day
of ' 1998.
/
,/' ,
/~OTARY PUBLIC
l
My Commission Expires:
(SEAL)
--" NOTARIAL. SEAL
:1 BoobII8=~~
. ",o.~a".d ,
; tfI'y CoIt~halulon&pres Nolr. 1" 1'-
~;~,
AFFIDA VIT
COMMONWEALTH OF PENNSYLVANIA
: Ss.
COUNTY OF CUMBERLAND
We, Lisa Wasserloos, and Michael T. Stephens, 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, STANLEY Q. SHUPP, JR., sign and
execute the instrument as his Last Will and Testament; that Testator signed willingly and he
executed said Will as his free and voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the
best of our knowledge the Testator was at that time eighteen (18) or more years of age, of
sound mind and under no constraint or undue influence.
'--l I). ,jJ
\JiXt A- [t/b2.~.~e~
Lisa Wasserloos
~/ll Jlt LJ-r "i;tl:' ,/
Michael T. Stephe s
Sworn to and subs;'jjed
befor e this ~'elay
oj; , 1998.
/ ./
/i~TARY PUBL~
My Commission Expires:
(SEAL)
NOTARIAL. tEAL
Barbera"~."""_"" .
New Cumtu 1andBafo. ~C&
I My CommIIsIon&prel New. 11t 1.
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---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYL VANIA
Name of decedent: Stanley Q. Shupp, Jr.
Date of death: January 26, 2001
No. 21-2001-160
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
February 13, 2001:
Name:
Address:
Ms. Diane S. Craver
319 A. Rosemont Avenue
New Cumberland, PA 17080
Notice has now been given to all persons entitled thereto under ule 5.6(a) except: N/A
Date: February 13, 2001
!~
l Barbara Sumple-Sullivan, Esquire
549 Bridge Street
New Cumberland, P A 17070
(717) 774-1445
Supreme CT. ID # 32317
Capacity: _ Personal Representative
~ Counsel for Personal
Representative
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COMMONWEAlTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT.280601
HARRISBURG. PA 1712S-0601
.._mm....;.:...OFFfciAl..uHONLV./j.................i
..........Ll!.....=.'J..O~I- ^ i
FtLE NUMBER
v'
REV. 1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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4. Umited Estate
~ 6. Decedent Cied Testate (Attach copy of WIll)
4a. Future Interest Comprise (dafII<1tdnlhat\<M '~"''2AUI
5. Federal Estate Tax Return ReQuired
9. Utigation Proceeds Received
~;" 7. Decedent Maintained a Wving Trust (Attac:hlCOlJYofftull) . a. Total Number of Safe Oeposit80xes
^ 10 Spousal Poverty Credit (oBle of dMIh.-n 12.:)1.91 :and 1.1.96) Iii 11. ElectIon to tax under Sec. 9113(A)
,~ . ~~SChOl
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THIS SECTION MUST BE COMPLETEO. ALL CORRESPONOENCE ANO CONfiDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAIUNG ADDRESS
FIRM NAME
TELEPHONE NUMBER
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
$0.00
OFF]CIAL USE ONLY
2. Stocks and Bonds (SChedule 8)
$20.40
3. Closely Held Corporation, Partnership or SoJe-Proprietorship
$0.00
4. Mortgages &. Notes Receivable (Schedule 0)
$0.00
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5. Cash, Ban\<. Deposits &. Misc. Personal Property (Schedule E)
$2.863.10
$238,785.79
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter.Vivos Transfers &. Misc. Non-Probate Property
(Schedule G or L)
(7)
$171,027.10
8. Totoll Gross Assets (total Lines 1.7)
(8)
(8) $11,070.26
$412,716.38
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabilities &. Uens (Schedule 1)
(10) $488.00
11. Total Deductions (total Lines 9 &. 10)
(11) $11.558.26
12.. Net Value of Estate (Une 8 minus Une 11)
(12) $401,158.13
13. Charitable and Governmental Bequests/See 9113 Trusts lor which an election to tax has not been
made (Schedule J)
(13)
$0.00
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$401.158.13
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax rare.
or transfers urtderSec. 9116 (a)({.2l
,
(15)
$0.00
(16]
$18,052.12
$0.00
16. Amoum of line 14 taxable at lineal rate
,
17. Amount of line 14 taxable at sibling rate
,
.12
(17]
(16]
$0.00
$18,082.12
,
.15
18. Amount of line 14 taxable at collateral rate
19. Tax. Due
(19)
20. D
CHECK HEREIFYQU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Oe.ceden~s Complete Address:
STREET ADDRESS
Tax Payments and Credits:
1. Tax Due (Page 1 Una 19)
2. CreditS/Payments
A. Spousal POl/erty C(edit
B. Prior Payments
C. Discount
(11
$18.052.12
{2l
$17.894.14
3. ln1eTesVPenalty if applicable
D. Interest
E. Penalty
TotallntereSVPenalty (0... E) (3) $0.00
4. It line 2 is greater than line 1 ... Hne 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) $157.38
A. Enter the interest on the tax due. (SA) ;,j~1&'?f';1~~"Y'~ c,,,,:,,, Ff"(:hi!t:;;i1hi~~;;t:;;:;,:L'ii:+/Pp;0i0<<<~;~
B. Enter the total of Line 5 + SA. This is the BALANCe cue. (58) $157,38
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
I.
Did decedent make a tranSfer and:
a. retain the use or income of the property ll'3nsferrerl:
b. retain the rigtlt !O designale who shall use the property cransferred or its income:
c. retain a revisionary \me~t: or
d. receive the promise fot life of either payments. benefits or care?
if death occurred on or before December 12. 1982. did decedent within [wo years
preceding death transfer property without receiving adequate consideration? If death occurred
aher December 12, 1982, did decedent cransfer property within one year of death without
receiving adequate considenl.tion?
Did dece1lent own an ~in D'Ust fot~ or payable upon death bank account or security at his or her death?
Did decedent own an individual retirement acCOUnt, annuity, or other non.probate property?
y"
No
~
B
I'.X.'"
~"'"
""<~":)-
, "X,'"
t)-XX"
2.
3.
4.
@""
--,-.'i,:
. X
rn
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare lllat I have examined this retUrn. including acl:ompanying S(:hedul~ ana statement.!, and to lhe besl of my knowledge and belief. il is true. correct,
ind complete.
Declaration of prepatel' other than !he personal ~resenl.tive is based on all the information of Which prep~ has any knowledge.
NSIBLE FOR FILING RETURN
/' /> , ,-",'
I'~""'" Diane S. Cnlver, E:<ecutrix
DATE
R THAN REPRESENTATIVE
Barbara Swnp-if:-Sullivan. Esquire
COPolMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDEm DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Stanley Q. Shupp, Jr.
AU property JOindY-GwDed wjtll right of sunivonltip dlust be dlsclQJed OD Sclledule F.
iTEM DESCRIPTION
NUMBER
I. 340 ,har.. of First National Entertainment Stock@SO.06 per ,lulre
FlLENUMBER
21-2001-160
VALUE AT DATE
OF DEATH
$20.40
TOTAL (Also enter on line 2. Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$20.40
SCHEDULE E
CASH. BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF Stanley a. Shupp. Jr. FILE NUMBER 21-2001-160
Include the proceeds oflitigatiad and the date the proceeds were received by the estate. All property jolDlly~wned with tile "Rhl of su",yonblp dlUIt be discloHd GD. Sc:.b.ed.1I1e F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. Personalty (See attached appraisal) SI,400.oo
2. BC/BS Health Insurance Refund 316.90
3. Conseco Senior Health Refund Check (Nursing Home Insurance) 866.20
COMMONWEALlH OF PENNSYL V ANlA
OOIERlTANCETAXRETI.lRN
RESIDENT DECEDENT
TOTAL (Also enter on line 5, Recapitulation)
(rfmore space is needed, insert additional sheets of the same size)
S2.583.10
COMMONWEALTIi OF PENNSYLVANIA
INHERITANCE TAX RIITURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Stanley a. Shupp. Jr.
FILE NUMBER
21-2001-160
Ir an asset was made joinc within one rear of the decedenc's dace of death. It mUle be reponed on Schedule G.
JOINTLY-OWNED PROPERTY:
DESCRIPTION OF PROPERTY
Include name of financial institution and banlI: account number or similar idenlifyinl number. AnadI deed for
joindY-hc!drealesUlIe.
TOT At (Also enter on line 6. Recapitulation)
(If more space is needed. insert additional sheets o( the same size)
$238.785.79
FISSBL & CO.
APPRAISAL OF PERSONAL PROPERTY:
ESTATE PURCHASES, REUPHOLSTERING, REFINISHING. APPRAISALS
1302 N. 3AO ST.
HaG., PA 17102
717-238-3207
1 000 ~4U :)~07
June 21, 2001
Estate of Stanley Shupp
316 Rosemont Ave.
New Cumberland, Pa.
774 - 4311
Living Room
Sofa
Dry Sink
Two L. R. Chairs $25.00 @
Wing Chair
Television Floor Model
Set of 2 End Tables
Set of two lamps
$45.00
$45.00
50.00
$35.00
$20.00
$40.00
$20.00
Hall
Book Shelf
$35.00
Bedroom # 1
Bed
Chest of Drawers, Nightstand
and Dresser
TV
N/V
$15.00
$40.00
Middle Room
Computer Desk
Computer
Bookcase
Chest of Drawers
$75.00
$375.00
$10.00
$15.00
Kitchen
Table and 4 Chairs
Antique Wash Stand
NOT ORIGINAL FINISH
$50.00
$100.00
Basement
Wash Stand
Drop Leaf Table
Yard Sale Value
$125.00
$100.00
$25.00
Total Appraised Value $1400.00
, The above it~ms were appraised at Quick Sale'Value. These
prices reflect the going price if sold at Public auction.
RObe-~i-ssel
~.~
~
Appraiser
~,
)(,.s1J J., 8 J3~
)r ......... ~, '"
TillS DEED
MADE THIS li..ty of ~~ 1998;
BETWEEN STAJ.'lLEY Q. SHUPP, Jr. individually and as surviving widower of JOYCE P. SHUPP,
herein designated as the Grantor,
Ai'll> STANLEY Q. SHUPP, Jr., and DIANE S. CRAVER, tenants in common with right of survivorship,
herein designated as the Grantees;
WITNESSETH, that the Grantor, for and in consideration of the sum of ONE DOLLAR ($1.00)
money of the United States of America, to the Grantor in hand well and truly paid by the Grantees, at or
before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the
Grantor being therewith fully satisfied, do by these present grant, bargain, sell and convey unto the Grantees
forever, all rights, title and interest Grantor may have in:
ALL THAT CERTAIN parcel or tract ofland situate in the Borough of New Cumberland, County
of Cumberland and State of Pennsylvania, more particularly bounded and described as follows, to wit:
BEGINNING at the northwest corner ofRosemont Avenue and River Alley, as shown on the Plan of
Lots hereinafter mentioned; thence in a westerly direction along the northerly side of River Alley a distance'
of one hundred forty (140) feet to Beech Avenue; thence in a northerly direction along the eastern line of
Beech Avenue fifty (50) feet to the line of Lot No. 34 on the hereinafter mentioned Plan of Lots; thence
in an easterly direction along the line of said Lot No. 34 a distance of one hundred forty (140) feet to the
westerly side of Rosemont Avenue; thence in a southerly direction along the western line ofRosemont
Avenue a distance offifty (50) feet to the Point or Place of BEGINNING.
BEING Lots Nos. 35 and 36, Block "G", in the Plan ofButtorff's Second Addition to New Cumberland,
and recorded in Plan Book "N" Volume 5, Page 498.
BEING the same premises which Mart G. Baldwin and Katie Mack Baldwin, by their deed dated
February 28, 1958 and recorded in the Office for the Recording of Deeds in a for Cumberland County in
Deed Book H, Volume 18, page 215, granted and conveyed to Stanley Q. Shupp, Jr., and Joyce P. Shupp,
his wife. Said Joyce P. Shupp died on April 7, 1994 and was survived by her husband, Stanley Q. Shupp,
Grantor herein.
THIS IS A TRANSFER FROM PARENT TO CHILD AND IS EXEMPT FROM TAX
TOGETHER with all and singular the buildings, improvements, ways, woods, waters, watercourses,
rights, hberties, privileges, hereditament and appurtenances to the same belongs or in anywise appertaining;
and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, and of every
BOOK 183 PAGE1059
part and parcel thereo~ AND ALSO all the estate, right, title, interest, use, possession, property, claim
and demand whatsoever of the Grantor both in law and in equity, ot; in and to the premises herein described
and every part and parcel thereof with the appurtenances. TO HAVE AL'ID TO HOLD all and
singular the premises herein described together with the hereditament and appurtenances unto the Grantees
and to Grantees' proper use and benefit forever.
AND the Grantor covenant that, except as may be herein set forth, they do and will FOREVER
SPECIALLY WARRANT and DEFEND the lands and premises, hereditament and
appurtenances hereby conveyed, against the Grantor.
In all references herein to any parties, persons, entities or corporations, the use of any particular
gender or the plural or singular number is intended to include the appropriate gender or number as the text
of the within instrument may require.
Wherever in this instrument any party shall be designated or referred to by name or general
reference, such designation is intended to and shall have the same effect as if the words "heirs, executors,
administrators, personal or legal representatives, successors and assigns" had been inserted after each and
every such designation.
IN WITNESS WHEREOF, the Grantor has hereunto set his hand and seal the day and year
first above written.
WITNESS
d DELIVERED
ATTESTED by
. ,~Ji~~
STANLE. P,., individually and
as surviving Widower of Joyce P. Shupp.
REGISTERED BY THE I
f'J~OUCH ~.I';~ CUM~:m':J I
s 90("1 \'tt.{t-~.\ I
Secr;tary
tOOK 183 r~Ct1060
)
)SS
COUNTY OF CUMBE~ )
On this ..!..f... day of ~998, before me, a Notary Public, the undersigned
officer, personally appeared Stanley Q. Shupp, Jr., to me to be the person whose name is subscribed to
the within instrument, and acknowledged that she executed the foregoing DEED in the capacity fherein
stated and for the purposes therein contained. .., ~~.'..~ :~.' .~"
. ..;.~ ,~,.... ,~....." "
~ ..,..- ;r;l'f"~' ~ .
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,jIt."-?'Ji' y. .'4'~~;' ~.. .,-
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_~~....3~~4 ", '.
;-lir/~""h:.
.
COMMONWEALTH OF PENNSYLVANIA
WHEREOF, I hereunto set my hand an
tlO1'~w. sEAI-...., ~ .
~o. ~ tardQe.
~~..-i:::..*".16. -
,,~,_.~
(SEAL)
I hereby certify that the precise residence of the Grantee is:
11~ Ro~o" A"",", ~
Now "''''oj"" PA 17010 . ~~
/
.
COMMONWEALTH OF PENNSYLVANIA )
)SS
COUNTY OF CUMBERLAND )
Recorded in the Office for Recording of Deeds in and for _
~"-N'n \ Co in Deed Book (~, Page (o~ ,V olum+
Witness my hand and Seal of Office t~+day of ~
1998.
.
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MARK HECIWNtlQEAL ESTATE APPRAISERS
Fh No. 31Brosem
APPRAISAL OF
SINGLE FAMILY APPRAISAL
LOCATED AT:
316 Rosemont Avenue
New Cumberland. PA 1707~
FOR:
Diane S. Craver
3l9A Rosemont Avenue
New Cumberland, PA 17070
BORROWER:
NA
AS OF:
January 26, 2001
BY:
Mark W. Heckman
GA-000666-L
1309 Bridge Street, New Cumberland, PA 17070 (717) 774-7202
.\:i.;:;;5;~?'1
.-'."
o Mark Heckman R..I Estate Appraisers 0
UNIFORM RESIDENTIAL APPRAISAL REPORT
PrODllftv DIscrlDtlon PIl. No. 316rosem
PnJo.ty....... 316 RO!!fl1ont Avenue el New Cumberland Slat, PA ZDCode 17070
l Deed Book 183 Paa. lOS9 ColI"*" Cumberland
...... P-* No. SEe MAP REFERENCE NUMBER Ta v_ 2001 RE. r.... 1466.88 SoecW "'-unInl. S -0.
NA """" Estate 01 Stenl Shu 0,," , """" T..... X V.....
" ..DIniIId XI F..5iIDe Ill""" I T PIJO CondoIriniun HUON" ""AS -0- 1110.
~ ~ New Cumbertand Borouch MIl R"nnct 2~25-o006.133 C-.TrKI 0108
UtPriceSNA OaII,alS.NA DnaiDUoftandSarIIIUIllolloM lobo .... NA
lIndIrfCIIInt Diane S. Craver Adlt.. 319A Rosemonl Avenue New Cumberland PA 17070
Mark W. Heckman Ackha 1309 Srid . Street New Cumberland PA 17070
l_ ..... X ....... """ .............. SlnGI. family housing P\'esentlandllM% und u.. enoUg'
8IIlap X 0....15... 25-'''' Undtr25'1 _pency PRIeI! AGE O_fariy~ ~...,.'" D_
..... ...
-.... "p. X ~- ... X """" eo Low 30 ,.._~ ,........
-...... IlIlnaPlll ~... """"" T..... 1fo ...: 1Fo" =:.. ---soz To:
-pp1y .....'<1. X -- ...- -....) PNdoninant ~:f->":
..... ,... X lMdw~!'GI. ,..-. av.rs,.. ___ I 70.110 I 70 Vacant 5"
Nolr. Itac, and the 'Klal C:O"'tllaattton o' 1tI, n11ehbOl'tIood.. nol.,pnI'" factor..
Neia",!-hood bound... and cftwacIlriIllcs: Tho sublect nroneriv is tocaled In Borounh of New Cumberland.
.
hdon lhat aired Ihe m11lkelablly 01 11M ptopettle. in 11M ~ood (prollmily 10 .mpIoymenlllld ._lIil.... .mptoymelll ...ltJily, appeal 10 1MriI:II, .Ic.~
. This suburban neil'lhborhood has most Dublle utilities available relatlvelv ...v access to emnlovment and services and is comnetltiYo
.. with ather nei hborhoods in tho eneral area. Most have similar amenities. Market acllvit Indicales avera e or belter acee lance in
Ihomarket lace. No unfavorable factors were observed which would adversel eHect markelabilll .
u.n.. conciMloM in Ih. ~lIbied lMliahbofftood (including tupport lorllMi aOon ~.ioMf"'IH 10 the tlelld oIp101le1ty.,.... d~fl9Ir,lAdnwkltinlliml
.....cnnHlaOftco"'P.h1I'1.prop<<C".loruf.IRlh.II.I,hbOfhood, d..crlpllonoflh. pI.nllnclof..I.1 and li.nancing cone...io..l. Ite.):
THIS IS A "COMPLETE APPRAISAL. SUMMARY REPORT". There are no foreseeable economic trends which minht sil'lniflcantlv
influence market con~iijons in this area. The current mortQaQe market offers a wide valietv of conventional loans with comoetiUve
inlerest rates. As a result the terms of Ilnancinq havellltle if any. Imoact on sale orices. 11 inlerest rates remain reasonable. orooertv
values and marketabililv should be ood.
. P1ol.cl In'ormlllon 10f PUD,' (If appllcablel. .l.lh. d..,.lop.,ilMrlfd., in conlfol oIlh. HOIIII Ownel" Anociallon (HOA)? U YES U NO
APfIIOIirNlllolII ",,,,,", uf lI"d, 1ft I'" ",bl.d plol.d . AppronnII. totll IlUII'IbIr orunitl '01 ~.,.. IIIlh. ,ubl.d prOj.ct
Onaib. common """,nl: ;and recr..lionll 'acililln:
~ SOX 140 TOJI09I~phy Lov",
SI._a 7DOOSQ.Ft. . Comerlllil UY.. ~No 50. Tvolcal fOI area
SpeciIlc ZOll.... c1"ulClIlion ;tndJ?~lion R-2 ReSidence Shipe Rectanaular
loraino-"- 00 lllJ.2 l..~(GrInlfaIheredUII) UlIeoII U Nezoninll Dr:m.a. A ealS ade uate
HiQIInt & bn u.... ~O'I~: X Pm.n! u.. -FrOlh<< u.. 1...II.in\ v_ Avera e
Ulllltlu ...,. Olh. Off-,ltelmprov.ments Typo ...'" PriII',le """"",., Avera e
BedriciIy X ~OQ ames s.... ASDhalt X Dri'IIwaySurfsce ASDhalt
G.. ~~nE! ~tl. Concrete X Apparanl"I"'*'" None Observed
....~ X -..- s_ Concrete X FeMASpecialFIoodHtlnrdAtM _ U_~.. _'=?J No
Senilary_ X -1Ighi. Slandard X FeMAloM C ""pOel.211en1
51__ NQM ~ Non. FEMA..... No. 42036681H&I-01
CQlfmlnl. ('p'p.r.nt .d.,.,~. ....menl.. ",_adlmenl.. 'pKlII aSl..lll'llnl., .tld. ....... iII.gal OIllgal nonconforming zoninv. II", ttc.): SlIe has aver. e
site imerovements aVl:lraoe landscaoino_ and tv~ical maintenance. Th. site imerovements and service' to lh. sit. ale lid uate and
acee lable in this market. There are no aDoalent adverse easements encloachments or other adverse eandlllons on this site.
GiNER.Al. DESCRIPTION EXTiRtOR OESCR1PnoN FOUNDATION BASEMENT INSULA nON
Ho.oIUnb Ln_ Foundalion Co Block ... No AleaSq.Ft. 1064 - ~
No.ofSlon.. L.. :-:- ExtericwWab Brick 0-15.-. Ne '4F"WsMd 25" eMinI Ave X
Type (DeI./A11.) ~!~~;~ RoofSlIIface Shin Ie ........ Full Basement -, Plaster W"'_
OeeilJIl(s..,..) ~ly~e:~'!!!. Gutl_ & OMMpt.. Aluminium s...n"f"un1lNone W~.I Panel .....-
e..~ ~1~11l!L- 'Mndow Type Double lnsul 0.,.... Mlnol ..... C., e' N_
AIJ'(Y1I.1 ~__._ S1cmVScntM NoIY es Sltlltmenl None noled Out..enky No -
etrediweAo.fYFI.l 20 Msllllfaclured House No lnflllaUon None noted
. ROOMS FM. ~!!!!9 ".,.. "'..~ "'" FamhRm. Ric.Rm. .- '~"Ih; "".... Olh. NltSa.F1.
...... - 1 1064
l...lt .! Area 1 3 ! 1064
. l..,.Z --
. 0
F"niIIled ana above m'~.re ._o~~in': 5 Rooms: 3 Bedrooml , BAI",:- 1 064 S ar.F.stolGlo"U.in 'm
INTERIOR MaIIri:ll'.:IC"nd~ion HEA.TlNG KITCHeN EOUlP. Arne AMeNmes CAR STORAGE:
...... HW/C~~p.~tJAve T,po BB R"'ilJllalor "'"' Fil.pl~tI(=)'_ ..... 0
. W'" Plaslel//Jo.ve F.. E!"" ....""'~ X 51... P:llia a.ag. 'olear.
TrmFlIiIn Woed/Ave CoodI""" "'- Oro,St... X """ A1lxiled
BalhFloor Carpe~t~..Y~r_!9.!- COOUNG DiIhwI.h., ScuIU. P- Detachld
BathW.iMcoI Fibergl;"l~s/Ave Cllftll. Yes F........ X ..... F_. Suil-ln
Goon Holl~C::"~~ Oth., Nene MicJ_. H,a1" p," ""'"
CondtbnAVq. W~h.,ltlri... F"...ilh.d Ori'l.....,y ,
Additional r.a1ur..(:p.c~~ energy .fflCi.nl ~'ITII. .lc.t. Replacemenl windows; new cooklop and wall aye'!; stained woodwork; central vacuum'
heated basement.
Condition ollh. imprO'le""nl,. d'fl"Cialloft (phYlical, '\lncllonal, and .JllI'nall, (.paill .wldtd, quallly of con.llUclion flmodatinglilddilloal, .Ie.: These
imerovements are of aver see C1ualilv"brick construction and reflect averaoe maintenance with no renairs needed. Proeert reflects
-_.
normal h sical de .!~ciation and no deficiencies are noted. Utili of no or Ian is ical for a house at this a e and st Ie and should
. reeeiv. averaQe acceptance in the malket laCe. No unusual functional obsolescence or external inade uaeles were observed.
Ad'I_ _ironll'llnla! cond~IonI(lUeh a.. bulnolllmil,d 10. hazaldoul Will... 10.Ie tub.llnc.., .Ie.) pr...nl in Ilia imp'o.,elllenl.. 0" 'h. ,II.. 01 in Ih.
immedlal. .,ieinily of Ih, ;""i.'" ploperty: Na adverse environmental condlllons were observed In the imnrovements on the site on in Ihe
immediate vicinitv of the sub'eet !Ire e
~_"'i'I..a
PAGE 1 OF 2
______00____....,.,
,__,.._ ..Ill
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..... -....
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it
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....'''.tlon aectlon
Mark Heckman Real Estel. Appraise",
UNIFCM RESIDENTIAL APPRAISAL RQRT
File No 316rosem
ESTlMATED SrTE VAlUE. ........................... S
EsnMATED Ra'RODUCT1OH COST-NeWOF I~OVEME~
0lNIIng 1.064 Scf.Ft OS 80.50 . S
Bsml. 1064 94 Fl 0 S 10.00 .
30000 Corm.ntl rln Call Approach (lUch as. source of co.t ..lImale,
tile wllue, squ.. root calculation and 'or HUO, VA and FmHA, the
nt.l,d 1_InInO ItCllfNlftic 11f. of Ih, pt"oPl'ly~
Estimated RenroducUon Cost--N~f-Imnrovements Is
calculated uslna the Marshall and SwiR Residential Cost
Handbook and local cost analvsis. Estimated sile value is
based on local market analysis. Depreciation Is estimated
40 uslna the economic aoe-lIfe method and market anal sis. No
obsolescence was observed.
85.652
10.640
~ 94Ft. OS .
Tot.E......~...Cotl.New....... ........., 96.292
l_ 60 P?lyslcII Fundlcln-' ext_1IIl Est. RIINiningi Eeon. lie:
. o.,nciIIbn $28 568 . , 28.568
DetndII...V..oth....'''..,... ............... . $
.A,H"V.,eotSllehnprove".nl................... . S
INDICATED VALUE BY COST APPROACH.. ........ . S
ITEM SUBJECT COMPARABLE NO. I
318 Rosemont Avenue 1705 ShefWOod Road
Addnta New Cumberland New Cumberland
Pfoxlm1 loSU 1.25 Miles Northwest
SliftPrlDt S NA tiE s
~Ut."'" S 0.00 IZI , 91.77 IZI '
o.l, andtGr Inspection Assessment Reeords & ML8
Ven1bC1on s-.
~~_ co::~:~.
___. None
O8IeotSlWlmt. 11110100:
loatbn Avenine Averaae
~ Fee 81m Ie Fee SlmDle
SI, 7000 8 .Ft. 6120 S .Ft.
VIn Avera e A.....e'<!.a.
0Is1nn Ifld A_. Ranch/Average ~a_nc.h/Avera e :
cI'~ Brick/Av.raae ~~~Averaae :
I 43120 40120
ConcI.bn Av.ra e Better Than Ave ;
.....,..Gted, l....!loIMI'... l_'r.e..' ... :
R_CcMIl 5: 3: 1.00 6: J; 1.00:
Grosa !Jf.... h.. 1064 S Fl. 10J3 .Fl. :
. e.......&F"riIhId Full Basement Full Basement
R_ BIIowGr.d, Oen Part Finished
Fundbntl UlI... Avera e Avera e
H," 0CIIi EBe/Central Air GFAlC.nlral Air :
EftlciInl n.,. T for Area Typ for Area
G. t None 1 Car Garage/AU :
l'ordt.I'''.. o..:t. None Porch & Deck
F"r............I.IIlc. None None
F_ I'ool tic. Cantral Vacuum Whlrf 001 Tub :
:::=_ ~It~;~~~::.;!~~:
of~""""'.able ~ #fl.:;",;,..5J).%\,;A% S
CO_nl. riA SII" CO,""","n (ineluding lh, subi.el pl'OllfllY'1 Cltrnp.Ubilily fa Ih. n'l9hb(M"hood. .Ie. ~
87 724
1500
99 200
101000
COMPARABLE NO. 2
700 Sherwood Road
New Cumberland
1.215 Miles Northwest
""",";,." S
$ 101.55 ~
Assessmenl Records & ML8
102. sao
COMPARABLE NO.]
814 Sixteenth Street
New Cu_mberlend
1.25 Miles Northwest
.
S 92.59 ~;
Assessmenl Records & MlS
104 900
./011_
.",
oeSCRlPTION .. DES9.~IPT10N
FHA ..3,100 VA
None None
11/16/00: 11122'gO
Avera e Average
Fe. Slm Ie: Fee Sin.l~l.
9775 Sa.FI.: 7500 Sl!.FI.
Averaa. Avetnge
Ranch/Averaae : Ranch/Averaoe :
+1 500 Brick/Alum/Ave: +1000 BrickjAveraae
40120 &0120
.2000 Avera e : Average :
T1IIII'!loIMI' ... : ~~..: s.. :
6: J: 1.00' ~ .3~
1033 !tto.FI. : 1,1!J7"i::F1. '
Full Basement Full Basement :
Rec Room -1500 Rec Rl?om & Den:
Avera e : Averag~_:
GFAlCentral Air : OFAI~_enlral Air :
T ror Area T ~ rur, Area
1 Carl:lorUAlt : -1 500 None ~
Deck & Patio ..1,500 Deck
None None
Non. : +1 000 None :
Hardwood Floors : Hardwood Floors :
~ ::~: .: ::: :~~ :;tt;":
S.. Attached Addendum
-2500
-2500
-2.000
..1.000
+1,000
2,500
100 000
nEM SUBJECT
Dale. Pra and Dlla Non.
S-for ,",'"
,"hil_af_isaI
AMlysiIoIlnyCIIIYent Igreen.nl 01.. .ion.OflillinlJoflhl""bjtdjllopertylndItlIlYt.oIlny~"'aflUbjlctand~,"lWIo".yeataflhedaleafaweisal:
AccordlnQ to Information Drovld.d by the mulU.list servlc.s In this rllQlon. the subl.ct Dropertv has not been listed ror sale within the
ast ear.
INDICATI!D VALUE BY SALIS COMPARISON APPROACH. . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S 99000
.,NDICATEDVALUeBYINCOMEAPPROACH esliNltdMlrll.tR,nlS N/A iIIb.xa,.RInl"'~. N/A.S NA
Thit."",...ilnwd, ~ '...' Wlllbjedlol"'~alnla..~rxlXllldlklnllilltdbtlow .U.lUbjedlrlCOll1llellonperplantand~icns.
CondIblloIApprRat This appraisal reDort has been DreDared with the DrODertv In.as is. condition. AccordlnQ fo r.~s.ords orovided bv the
county ass.ssment ornce. th. subject prODertv has not transferred in the Dast vear. .._
~aI RecondlallGn: See Attached Addendum.
COMPAAA8le NO. I
No prior sale other
than thai listed above.
COMPARABLE NO.2
No prior sal. other
than that listed above.
. C9MPARA8LE NO.]
No prior sale olher
than that listed above.
Thl~' of lhlt aw."aI" to "In-I.th. IT'O't.l.nlul of lhl ,.31 pI'OfIeriy thai illhl subltd 01 thlt "port. blI~td on lh. .blw. tGnd~io..~ 'HwllllOtoerll"da., =ntilgtnl
and IlITitlnq eGndI\clIlll. Inri ,...,ol.aIu. d.r,"~il:In lhat" Ifaled 'n fhe atlachtdF~ MacF0It\'\43gIFamit Mal FOIt\'\ l004B (Rt'WisId }
I (we) ESTIMATE THE MARKEr VALUe. AS DEFINED. OF THE REAL PROPmfTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 1j26/0 1
~ TOBES 99.000
APPRAISEry~ ~r7 '. . SUPERV1SORY~SER(ONLYIFREOUIREtJl:
Slqnalur.~_ Slontlu"
Name Mar" W. Heckman Nan
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September 7, 2001
AIII"s, Financial Cen'er :'1..\.
P.O. Box 900
MilIsboro. DE 19966
Law Offices of
Barbara Sumple-Sullivan
549 Bridge Street
New Cumberland, PA 17070-1931
RE: ~teofS~eyShupp
Date of Death: January 26,2001
Scc'.a1 Security Number: 174-20-5245
Dear Ms. Sumple-Sullivan:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following account.
Account Type........................... Certificate of Deposit! 13 MOS!6.490000
Account Number....................... 87008140931721
Ownership {Names of)............... Stanley Shupp, Jr. or Diane S. Craver
Opening Date.......................... 09/09/97
Balance on Date o/Death..........S 12.000.00
Accrued Interest
$ 109.09
TotaL......................... .............$ 12,109.09
After much research, we find that Diane S. Craver was on the original Certificate of
Deposit dated 09/09/97.
If you have any further questions on these accounts, please contact the branch of
record, which is: Highla.."ld Park, 344 South 10th Street, Lemoyne, PA 17043.
telephone 717-737-3322.
Sincerely,
.Jh'. t? -:?1~&4'
Mary Anne Macielag
Associate r/elS
(302) 934-2240
COtfMQNWEAL Ttt OF PENHSY1. VANIA
DEP"mem OF REVEMUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 01-0160
ACN 01133011
DATE 07-19-2001
llIY-lS4SEX,nl""OIJ
EST. OF STANLEY Q SHUPP
8.S. NO. 174-20-5245
DATE OF DEATH 01-26-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
00 CERTIf.
DIANE S CRAVER
319A ROSEMONT AVE
NEW CUMBERLAND PA 17070
REMIT PAYMENT AND fORKS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
FULTON BANK ... providac1 the. DePe,rtMnt ...i th tha innr-tian lisUd below Mhich hils .,..... used in
calculating the potant1al tax due. ThlIir r~rds indioat. th8t at th. d.atn of ttMt abov. dIlc8dtlnt, you tMn a joint ownarlb8MfIciary of
this account. If you #881 this inforatlon is lncornct, pi_s. obtain wrirt.... corr8Ction frOll tn. fI~i.l Institution, a'tt8ch . copy
to this fof"W, and re'turn it to th40 -aboVe address. 'This account 1s taxab18 in ltCcordanc. with tha Inh8ritane. Tax Laws of the ea.lIOmHIalth
of Pennsylvania. Questions RY b. an....,.ed by callint (7171 787"83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account PIc. 052-0102177 Oate 07-06-1999
Established
Account Balance 60,169 .87
Percent Taxable X 50.000
Aaount Subjact to Tax 30,084.94
Tax Rate X .15
Potential Tax Due 4,512.74
PART TAXPAYER RESPONSE
m ~f~I~~I!~1!l~~~~~~!!l~Ii~I~.W.I!II.iI~!I__'iI!I_1I
To insure P1"ap4H' credit to yaur M:CQU"It, two
(2) copi.s of this notic. .ust 8CCQapany you,.
paYMnt to th. Regist.r of Wills. Nek. ch8ek
payabl. to: ~egist.r of Wills, Agent".
NOTE: If tax pav-nts are aede \d1:hin 1;I\r..
(3) .unths of th. d8Cedent.s data of death,
YOU RY d.tuct . 52 discount of th. tax du8.
Any inhtlrl tanc. tax du8 tfill bllCO" d.Unqu8nt
nine (9) .unths aft.r the chit. of d..th.
[CHECK ]
ONE
BLOCK
ONLY
A. 0 Th. abov. infor_tion and tax due is carr.et.
].. You qy choose to ruit payant to th. Register oi Wills ...U:h two cOJda. of this notiCll to obtain
a discount or avoid interest. or you RY check box "A" and r.turn this I'IOtiCII to tn. R.gbta,. of
Wills and an official assassaent will b. issued by the PA Depart.ant of Rav.nu..
B. 0 Th. above ass.t has b.en or will b. ,.eported and tax paid with th. Pennsylvania Inh.dune. Tax ,.eturn
to be fil.d by the d.c.dent's repr.sentativ..
C. 0 Th. above inforation is incorract and/or debts and deductions lrItI,.e paid by YOU.
You MIst eo~l.t. PART fI] end/Qr P"RT [!] beolow.
If you indicate _ different tax ~te, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. A.ount Taxable 6
7. Tax Rat. 7 X
8. Tax Due 8
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of T.x Caputation)
Under penalties of perjury, I declare that the facts ~ have reported above ar. true, correct and
colllPlete to the besi of .y knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAX ASSESSMENT d th applicable interest basad on infarmltion
subIIit'ted by the financial institution.
z. InMri ~ tax bltco..s delinquent nine IIOnthS .-Iter the ~dent. s date of duth.
3. A joint accou1t 1:1 taxable IIVWI though the deced.,t.s n_ was added as a _tt.,. of convenience.
4. Accounts (including those held between husband and liIif.) \lfttich the decedent put in joint ,.... M1jthin one YAr prior to
de8th aMi fully taxable as transfers.
S. Accounts established jointly tM~ twsband .-td wife lIOn t:hW'l one ynr pdo,. to dnth an not taxable.
6. Accounts held by . dacedent "in trust for" MOthe" or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. BLOCK A - If the inforntion Mcl c~tation in the notice an correct *"Ct deductions aMI not being clai_ad, place an ""r
in block -,.. of P8rt 1 of the -T'axpey8r RuponH'" saction. Sign two copi.s and subIIit thft with your check for- the aIIOU"It of
tax to the Register of Wills of the county indicated. The PA IkIpart.lilnt of Revenue Ifill 1...... an official aSHsnent
(For. REV-lS43 EX) upon receipt of the return fro. the Reaister of Wills.
2. BLOCK B _ If the asset specified on this notice has been or ",ill be reported Met tax paid ",ith the Pennsylvania Inheritance
Tax hturn filad by the decedent's representative, place an -X- in block .,.. of Pert 1 of the ""Taxpayer Response" section. Sign one
COpy and return to the PA o.part.ent of Revenue, Bureau of Individual Texes, Dept 280601, Harrisburg, PA 17128-0601 in the
envelope provided.
3. BLOCK C _ If the notice infa....tion is incorrect and/or deductions are being clai.ed, check block "'C"" and co..,let. Parts Z and 3
according to the instructions beloN. Sl~ two copi.s and subIIit ttt.. with your check far U. ;aount of tax payabl. to the Register
of Nills of the coun~ indicated. The PA Depart.ent of Revenue will issue an official asses~nt (Far. REY-1548 EXl upon receipt
of the return fr~ the Register of Nills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the dIIta the account originallY lAIS established or titled in the anner existing at dllte of death.
For a decadent dying aft.r 1211218Z: Accounts which the dececlent put In joint n...s ",i thin one (1) year of
taxable fully as transfers. However, there is an exclusion not to exceed '3,000 per transf.ree regardless
the account or the .....r of accounts held.
death are
of the value of
If a doUble asterisk (MM) appears before your first ~ in the address portion of this notice, the 53,000 exclusion
alrudy has been d.ctuctecl frOll the account balance as reported by the financial institution.
z. Enter the total balane. of the account including interest accrued to the date of daath.
3. The p.rcent of the account that is taxable far each survivor is dete,..in.d as fa11olols:
A. The percent taxable far joint assets established .ore than one yea,. prior to the decedent.s de.th:
1 DIVIDED BV TOTAL NUMBER OF
JOINT OWNERS
exa.ple: A joint asset registered
DIYIDED BY TOTAL NUHBER OF X 100 . PERCEMT TAXABLE
SURVIVING .JOINT OWNERS
in the na.. of the decadent Md two other parsons.
1 DIYIDED IY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X 100 . 16.7% (TAXABLE FOR EACH SURVIVOR)
B. The p.rcant taxable for assets crelltad within OM y.ar of the dec.dent's death or accounts awned by the deced.nt but held
in trust for another individual(s) (trust baneficillries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
Exll.p!a: Joint account registereel in the na.. of th8; decadent .-tel two other p...sons Md .stabUshad within ana year of death by
the decadent.
1 DIVIDED BY Z (SURVIVORS) . .50 X 100 . 50% (TAXABLE FOR EACH SURVIVOR)
4. Th. ..aunt subjact to tax (line 4) is deter.inad by .ultiplying the account balance Clin. Z> by the p.rcant taxable (lin. 3).
5. Ent.r the total of the debts and deductions listed in Part 3.
6. The aaaunt taxable Clin. 6) is d.t.r.inad by subtracting the d.bts and d.ductions (line 5) fro. the a.aunt subject to tax (line 4).
7. Ent.r the appropriate tax Mlt. Clin. 7) liS d.t....inad b.low.
9 oung.r at
daath to or for the use of a naturel parent, an adoptive par.nt, or a stepparent of the child is 0%.
The linnl class of heirs includes grandparents, P81rents, children, Md lin.al d.sc.ndants. "Children" includes natural children
wh.ther or not they have been adopted by oth.rs, adopbd children ...d step children. "Lin.al d.scendants" includ.s all children of the
natural par.nts and their descendants, wh.th.r or not they have b.an adopted by oth.rs, adopted descendents and their d.scendents
and step-descendents. "SiblingsR are d.fined as individuals Mho have at l.ast one parent in coeeon with the d.ced.nt, whether by blood
or adoption. Th. "Collataral" class of hairs includ.s all ather ban.ficiaries.
Date oT Death Spouse Lin..l Sibling Collateral
07/01/94 to 12/31/94 37- 67- 157- 157-
01/01/95 to 06/30/00 or. 67- 157- 157-
07/01/00 to pras...t 07- 4.57-* 127. 157-
M'ff\i taX rat. ll1POsed on the n.t velu. QT-transf...s 1'ro. a deceas.d ctu d twen~-on. years at" a . or y
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and d.ductions ara deter.in.d as follows:
A. You legally are rasponsibl. for pay.entl 0.. the estate subj.ct to ad_inistration by II p.rsonal representative is insufficient
to pay the deductible i tus.
B. You actually paid the debts after death of the decadent and can furnish proof of pay_nt.
C. Debts b.ing clai_d .ust be it..iz.d fully in Part 3. If additional spac. is needed, use plain pep.r 8 Ill"" x 11". Proof of
Pllyaant ..y b. requested by the PA Oapartaant of Revenu..
,,:,:.,~~,"::-..:.,~._:~; .:._:- ..
'.
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.-....---------.--- ... .
-
~w.ton Ban1.. to;Z~Ot02177
CERTIFICATE OF DEPOSIT TERMS AND CONDITIONS. SUMMARY
..1
:"., !
. ,
'..
Cartlflcate of Deposit Type:
Renew"" CO II:
2 Year I"vestar CO
Account No.: 052..Q102177
loouo 0.,0: 07/0611999
Maturity Date: 01/0612001
Annual Percentage Yield: 5.30
Principal Amount: 60,000.00
Registered Holder Name(s) and Address:
STANLEY SHUPP JR OR
DIANE S CRAVER
316 ROSEMONT AVENUE
NEW CUMBERLAND PA 17070
Intorost Rate: 05.1600
Interest Distribution Method:
Deposit to Account
Savings Checking
X Add to F'rincipal
Issue Check
Frequency of Payment: Annually from Issue Date
Tax 10 Numbor(o): 174-20-5245
'.,
I
:.1
i
I
$ole Pl'Oprietor-
Lodge/Similar Org.
Bus. Trust- Ltd. Wability Co.
X Individual(s)
Partnership Corporation
Fulton Bank acknowledges receipt of the above-described deposit subject to collection of any portion thereof
made in other~an sh. in accordance wit/'l Rules and Regulations for Certificates of Deposit
Fulto ank
By:
A~td Signature
l/We have received a copy of the Rules and Regulations For Cartificates of Deposit and agree, on behalf of all
Registered Holders, to the terms and conditions of the certificate of deposit.
Non-lndlviduais:
Name
Tille Signature
Nam.
Tille Signatutll
Signature (secondary)
Name
Tille Signatutll
Under penalties of pe~ury, I certify ttlat
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number
10 be issued to me), and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, of (b) I have
not been notified by the Internal Revenue Service that I am subject to backup withhOlding as a result of
a failure to report all interest or dividends, or (c) the IRS has not ifled me that I am no longer subject to
backup withholding.
You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup
withholding becauseof underreporting interest or dividends on your lax return.
xs;.s;~~
,
7 !&/9~
Oate/ I
Till.OfNOl'l-lndilliaual)
Distribution: CIFiBrandVDepositor
PremIum Plan Account Statement
~NC Ban~
0. PNCBAN<
Primary account number. 51-4005-8231
Page 1 of 2
For the p.riod 01/0612001 to 02105/2001
M
Number of enclosures: 16
.
STANLEY SHUPP JR
DIANE S CRAVER
316 ROSEMONT AVE
NEW CUMBERLAND PA 17070-1878
1t For 24-hour customer service or
current rates: Call1.SSS-PNC-BANK
181 Write to: Customer Service
PO Box 609
Pittsburgh PA 15230.973S
8 Visit us at www.pncbank.com
Ii! TOO term;nal: 1-800-531-1648
for be:ll"~ impaired cllc:nu only
Take a Bite Out of Taxes-Consult a PNC Brokerage Corp
Investment Consultant Today.
eet a free, no obligation consullation. PNC Brokerage Corp offers a "ide range of non-bank investment products and senices,
such as non-FDIC insured slOcks, bonds, mutual funds, unit investment trusts, and other products which may be able to help you
increase your income, reduce taxes, prepare for college, or plan for retirement. P:-IC Brokerage Invesllnent Consultants can be
reaclled through our Customer Service Center at 1-800-762-6111, our web site at www.pncbrokerage.com or at any PNC Bank
branch office.
Stanley Shupp Jr
Diane S Craver
Premium Plan
Intorest Checking Account Summary
Acco.mt number. 51-4005-8231 Account Link ~ number: 1742052452
Please see the Activity Detail section fer
additional information.
Balance Summary
o
Deposits and Checks and other Ending
other additions d&<1l.lc1.tons balance
2,210041 61,343.27 17,436.97
Average monthly Charges
balance and f8es
68,9H85 .00
Bank card/POS Account Information T8Uer
tran~a~:c:'\.S 3S~ist::lI'lc~ c~n:; tr::l:1~:3cttons
0 0 4
PNC Bank MAC Other MAC A TM Other ATM
ArM transactions traMactions transactions
0 0 0
Number cf days Average collected Interest Earned
In interest period balance for APYE this period
31 68,807.66 38.13
Beginning
balance
76,569.83
Transaction Summary
Checks paidl
'.vi~~:lraws13
16
Total ArM
transactions
As of 02/05, a total of $92.75 in interest was
earned this year.
Interest Summary
Annual Percentage
Yield Earned (APYE)
0.63%
Activity Detail
Deposits and Other Additions
Date Amount Description
o l/ 17 735...1.0 Deposit Refeyence No. 02517~407
01/17 400.00 Deposit Reference No. 025172513
02/U2 986_38 Deposit Reference ~o. 027172532
0'2/05 38.13 Interest Payment
There were 4. DepOSits and Other Additions
totaling $2.210A1.
Reviewing Your Statement
Ple:15t' rt",':e~\" :his .;t;l[emc!H Glrefuiiv ~md reconcile it with your records. C1Il the telephone numb~r un the IJpper :-i;!~[ side 'Jr' 'he
'ir~ll(,~!le:H ,i:
\'011 h:n"t' :mv questiun~ fI~'pniilU; your JCCOllIll[:il;
\'our ;l;1me or :lddress is incorrect;
\"JU h:I\"'~ J. bU'iHleSS ,lCt'JllIH _md your tax idemific:uion number is missing ur incorrect:
VIlli have ,1IW qw~sllons re~prdin'S interest paid to an interest-he:ll"illg :lCCOlll1t.
Balancing Your A.:el:lunt
Updat9 Your Account Register
C;;)mpar3:
C;-'ec;c Cr.:
T;1elCivirv dC{:lii )cction '.1{ ':our :icaremem to ;"our ;iC(UUflC re;psrcr.
.\11 :fems in vour lCCOUUf regisle:- t.hat also appear on ~'our sratemeH. Rc:ne:
('nc.jl1~ date IJh'our t<:.sr 'it;.He!Ile111. (An ;lsrC':-lSk. ',di 'lIme]!' ~n ~r:t: \...;:t'~.~
tht: b(ing of comecuti'.e ,:~eck numben.) .
.-\ny deposits or addilions ;ndudin~ lme~eS{ payments and -\T\l or dt';rrcl1I;:: ~:t:J( ~,> ',,>
~l;,.He:ne:H (har :ire nO/. already e:'llered.
1::<:l"
Add to Y,>ur Acecun1 ::Iegister
Sajance:
Subtract From Your Account
Ragi3ter Balance:
,\ny account deductions inciuding fet:s and ...\.T\I 'Jf electronic deducrlum ti"it.!re
~.. s.,;,':'
:.' ;" c ~_:.
I.:pcate Your Statement Information
Amount
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PremiUm Plan Account Statement
1:' for 24-hour customer service:
Call: 1-888-PNC.BANK
Account number: 51-4005-8231 . continued
Checks
Check
number
Amount
8563
8572 :$
8574 *'
8575
857G
8577
8578
S5i9
100.00
27.52
66.36
79.74
39.80
20.-16
56.31
-100.00
... Gap in check sequence
Date
paid
01/08
01/08
01/08
01/08
01111
01/16
01/12
01/18
R.eference
numb.r
021754662
025M0457
"0'2:1i5-l663
021758016
0t77~\Y.)'!
028129953
02186$9N
021918200
.r" Teller Cashed Check
G. PNCBAN<
For the period 01/0812001 to 0210512001
STANLEY SHUPP JR
Primary account number. 51-4005-8231
Page 2 of 2
ChllCk Date Reference
nl.lmb.r Amount paid number
8580 22.06 01/2-1 025732376
8581 21.95 01/25 022820017
8582 19.21 01/29 024553743
8583 196.88 01/2-1 0257J7859
8585 . -16.61 01/25 021338657
8586 59.00 01/26 024274840
8587 187.37 01/29 024550128
8588 T 60,000.00 02/02 027172599
There were 16 checks listed totaling
$61.343.27.
Daily Balance Detail
Date 6alanee.
01106 76.569.83
Of,"Od 76,2~6.~1
01/11 76.256.-11
01/12 76,200.10
Date
01116
OU17
01/18
01/2-1
Balance
76.179.6-1
77,365.04
76 965 O-l
76:7-16:10
Date
OJ/q~
L:Ol/~f\
Ul/~':1
02/02
Balance
'n n77 =<.1
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7b,-Il1.96
17,398.8-1 ~
~clD-;-\:;l J-;
~ob~
Balance
17,-136.97
0...
02/05
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you have <illV l~ut'.'j(i{)ns regardinl{ interesr paid to J,1l imcrest-beanng JCCOUIH.
Ealancing Your Account
Updat3 Your ACC;l;lUnt Register
C.am9are:
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.\ll ;[ems in ...our account re:::.ste; thar :1Iso JPDear un VOllrHJlement. ~:::;1e~11l~~:' '.0 '~c~~:; >';:
endjng date ,)f:'our ~asr slal~a~enr. {An JSle~{sk r~I'",iil appe:u- in :he C:w.::~s ,t:Cl'.)I~ r :::I~'-,-'
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COMMONWEAL m OF PENNSYL VANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF Stanley a. Shupp. Jr. FILE NUMBER
This schedule rnwt be completed and filed i{the Wlwct to any of questions 1 through 4 on the reverse side oftbe REV.15oo COVER SHEET is yes.
21.200\.\60
ITEM DESCRJPTION OF PROPERTY D"TEOFDEATH 0/0 OF DECD'S EXCLUSION TAXABLE
NUMBER !NCUJI)E THE NAME 0' nlS TltANSFEREE. 11O!lR.lW.A nONSHIP TO DECEDENT AND TlIS OA TE Of TRANSFER.. V"-LUE OF "SSET INTEREST (IF APPUCABLE) V"-LUE
ATTACH ACQPYOfTHl! D.EEO FOR. RI!A1. ESTATE.
1. PrincipallRA ""count 0037988 (Cash Value as of 1/26/01 . see attaChed) $45,345.81 100% $45,345.81
2. Principal Annuity Account 007485\ (Cash Value as of 1/26/0\ - see attached) 8.924.00 100% 8,924.00
J. Principal Annuity Account 0043166 (Cash Value as of 1/26/0\ - see attached) 116,757.89 100% 116,757.89
TOT At (Also enter on line 7, Recapitulation) 5171.027.70
(If more space IS needed. znsert additIonal sheets of the same size)
Murphy & Pate Associates. Inc.
George G. Pate, CLU, ChFC
Brokerage General Agent
Principal Mutual
Wle Insurance Company
STANLEY SHUPP, JR
Values as of 1/31/01
POLICY ISSUED VALUE
NUMBER
ACCT
INTEREST
R~TE
0037988 8/01/90 $45,345.81
IRA
6.24
0074851 8/01/90 $8,933.11
NON"Q
6.24
0043166 10/01192 $116,856.04
NON-Q
6.26
IRA ACCOUNT 0037988 HAS BEEN HA VING A MONTHLY
PAYOUT OF $320 PER MONTH INCLUDING fAN. 2001. IT IS
100% TAXABLE.
THE OTHER ACCOUNTS ARE NON-QUALIFIED:
0074851 COST BASIS: $8,887.53
TAXABLE GAiN 1/31/01 $45.58
IF PAYOUT IN 2001 $47.27 TAXABLE
0043166 COST BASIS: $99,974.93
TAXABLE GAIN I/3I/01 $16,881.11
1205 Manor Dme. Suite 200, Iv'echan1csburg, PA 1705: i717) 790.0120 ',=,i.X (717) 790-0122
Home Office: Des Moines. Iowa 50392-0001
COMMONWEALTlf OF PENNSVL VANIA
INHElUTANCE TAX REnlRN
RESIDENT DECEDENt'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-160
ESTATE OF Stanley O. Shupp, Jr.
Debts of decedent must be reported OP Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
$7,561.00
1.
B,
1.
2.
3.
4,
5.
6.
7.
3.
9.
FUNERAL EXPENSES:
Pathemore Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name o(Personal Reprcsentarive(s)
Social Security Number(s) I SIN Number o(Personal Reprcsentarive(s)
Street Address
City State Zip
yeat(s) Commission Paid:
Attorney Fees
FaIJlily Exemption: (lfdecedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
2,500.00
Probate Fees
98.00
Recording Fees
25.00
Tax Return Prepacer's Fees.
300.00
Real Estate Appraisal
275.00
Cumberland County Law Journal & Patriot News (Advertising)
286.26
Personalty Appraisal
25.00
TOTAL (Also enter on line 9, Recapirulation)
(If more space is needed. insert additional sheets of the same size)
$11,070.26
COMMONWEALTH Of' PENNSYLV ANlA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Stanley O. Shupp. Jr.
FILE NUMBER
21.2001-160
I.clude uareimbuned medical OpeDleL
ITEM
NUMBER
I.
DESCRIPTION
AMOUNT
2000 Pa. Irtcome Tax Liability
47.00
2.
2000 Federal Income Tax Liability
341.00
3.
Dr. Daiber
34.29
4.
Harrisburg Gastroenterology, L TO
65.71
TOT Ai (Also enter on line 10. Recapirulation)
(If more space is needed. insert additional sheets of the same size)
5488.00
COMMONWEALTH OF PENNSYLVANIA
mHERlTANCE TAX REn1RN
RESIDENT OECEDEN1'
SCHEDULE J
BENEFICIARIES
ESTATE OF
Stabley Q. Sbupp. Jr.
FILE NUMBER
21-200\-\60
NAME AND ADDRESS OF PERSON(S) RECEIV1NG PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER Do Not Lbt Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
L Diane S. Craver, 319 A Rosemont Avenue, New ClUD.berland., PA Daughter 100%
ENTER DOLLAR AMOUNTS FOR DISTRlBU1l0NS SHOWN ABOVE ON LINES 15 THROUGH t7, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NuN-TAXABLE DISTRiBUTIONS:
A. SpOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN eLECTrON TO TAX IS NOT BEING MADE
L
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
L
TOTAL OF PART U - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 50.00
(If more space is needed. insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SUMPLE-SULLlV AN BARBARA
549 BRIDGE STREET
NEW CUMBERLAND, PA 17070
_____n_ fold
ESTATE INFORMATION: SSN: 174-20-5245
FILE NUMBER: 21-2001- 0160
DECEDENT NAME: SHUPP STANLEY Q JR
DATE OF PAYMENT: 10/10/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/26/2001
NO. CD 000366
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $157.38
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$157.38
REMARKS: DIANE S CRAVER
C/O BARBARA SUMPLE-SULLlV AN
CHECK# 0099
SEAL
INITIALS: VZ
RECEIVED BY:
REGIS1~R OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorcc;...~
Re9i:,L; .
>~;;>-' OT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-26-2001
SHUPP
01-26-2001
21 01-0160
CUMBERLAND
101
.01
BARBARA SUMPLE SULLIVAN
549 BRIDGE ST
NEW CUMBERLAND
NOV 30
P 3 :20
PA l~W~"
GUtnbeild; <.
r.... ,"'t,
1....1-\
REY-1547 EX AFP Cl2-00l
STANLEY
Q
Amount Remitted
CHANGED
n)
(2)
(3)
(4)
(5)
(6)
(7)
.00
20.40
.00
.00
2.883.10
238,785.79
171,027.10
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iffv: iS4-j-Ex--AFP--[I2"':offf-NoTYcE--oF-YNHEifiTANcE-T-A'x-A-PPRA-isEi.rENT~--AL1-owAifcE-crR----------- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHUPP STANLEY Q FILE NO. 21 01-0160 ACN 101 DATE 11-26-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED 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 G)
8. Total Assets
(9)
nO)
11,070.26
488.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
412,716.39
(11)
(2)
(3)
(4)
11 558 26
401,158.13
.00
401,158.13
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
401,158.13 X 045 = 18,052.12
.00 X 12 = .00
.00 X 15 = .00
(9)= 18,052.12
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-26-2001 AA496522 894.74 17,000.00
10-10-2001 CDOO0366 .00 157.38
TOTAL TAX CREDIT 18,052.12
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
01-
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
File No.:
Stanley Q. Shupp, Jr.
January 26, 2001
c2/--'-67--2000-160 ) /- /(0
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the adlninistration of the above-captioned estate:
1. State whether the administration is complete:
Yes X No
') If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: Not applicable.
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 Orphan's Court No. (If any) for the personal representative's
account is: Not applicable.
c. Did the personal representative state an account informally to the parties in
interest? Yes ~ No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be tIled with the Clerk of the Orphans' Court and may be attached
to this report.
Date: /,.q - ;!p~. D L
/' Signature
Barbara Sumple-Sullivan, Esquire
Name
549 Bridge Street
Address
New Cumberland, P A 17070
(717) 774-1445, Supreme Ct #32317
Telephone No.
Capacity:
Personal Representative
X
Counsel for Personal Representative