HomeMy WebLinkAbout01-0242
, ------.
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Timothy A. Yeoman
also known as
No.
21-01-242
, Deceased
Social Security No. 121-46 - 3068
KathrYn Yeoman
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
D A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut_ named in the last Will of
the Decedent, dated and codicil(s) dated
State relevant circumstances. e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
[K] B_ Grant of Letters of Administration
(c_t-a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationshi
PA
Kathr n Yeoman Souse
Timoth A. Yeoman, Jr. Son
Jolene M. Ben'amin Dau hter
Michael Yeoman Son
Damian L. Yeoman Grandson
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
ton, TN
County, Pennsylvania with his/her last family
or principal residence at 512 Terrace Dr i ve, New Cumber land
(list street, number. and municipality)
Decedent, then ~years of age, died 06/16/2000 at Newberry Commons, Etters, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(It not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
$ Litigation
$
$
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the ap ropriate form to the undersi ned:
Si nature T rinted name and residence
Kathryn Yeoman
512 Terrace Drive, New Cumberland, PA 17070
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc Form RW-1 (1991)
. '"'-
Name Relationship Address
Laura 1. Yeoman Daughter 512 Terrace Drive
New Cumberland, PA 17070
Sarah Webster Daughter Prattsburgh, NY
James A. Yeoman Son
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
The Petitioner(s) above~named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent. Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
%iJ~ ~~
Kathryn eoman
before me this 2nd day of
MARCH
2001
/2
No.
21-01-242
Estate of Timothy A. Yeoman
Deceased
Social Security No: 121-46-3068
Date of Death: 06/16/2000
MARCH 5, 2001
, in consideration
AND NOW
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters D Testamentary []J Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Kathryn Yeoman
in the above estate and that the instrument(s) dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. $
Short Certificate(s). $
Renunciation. $
Aflidavits ( $
Extra Pages ( $
Codicil $
JCP Fee. $
Inventory. $
Other $
TOTAL $
3.00
270.00
Attorney:
John DeLorenzo, Esquire
1.0. No:
72190
Goldberg, Katzman & Shipman, PC
320 Market Street
P.O. Box 1268
Harrisburg, PA 17108-1268
Address:
5.00
Telephone: 717/234 -4161
278.00
Prepared by the Pennsylvania Bar Association Copyright (e) 1996 form software only CPSystems.lne.
Form RW-1 (1991)
H105.90'iM REV. 41%
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vita] Records In accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph,
No.
~II~
Charles Hardester
State Registrar
092803b
JUL 1 4 2000
Date
~/-Ol- ~~~
H105.144 Rev 1/91
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
TYPElPRINT
IN
PERMANENT
BLACK INK
SEf
2. fnAI l-
STIlTE FilE NUMBER
SOCIAL SECURITY NUMBER
3.,2.'''' 4~. 3()~B
DATE OF DE!([H (Mooll1. Day. Year)
4. .II/he ,It, :looo
twp
cilylboro.
I Ooft)t'-(u
c~-p Mat. ~ 11-[011
t:::
~
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23a.
TIME OF DEATH
2.ft(Yttl- t: S5 M
27. PART tEnt.,. the diseases. injuries or complications which C&;sed tne death. Do not enter tne mode of dying, such as cardiaC or respiratory arrest, shock or heart failure.
List only one cause on each line
DATE SIGNED
(Month, ~ Year)
23pePuty Coroner 23<:. ..J Vne I" 1000
wo.s CASE REFERRED TO MEDICAL EXAMINER/CORONER?
y...Kl
NoD
!26.
:~oximate
,Interval between
1 onset and death
PART";
Other signif\cant conditions contributing to death, but
not resutting in the underlying cause given in PART I
DUe TO (OA I>S A CONSEQUENCE OF):
DUE TO (OA AS A CONSEOUENCE OF):
""'
-+-
~
d.
WERE AUTOPSY FINDINGS
AVAILABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEIITH
Natural
o
IX!
o
Homtdde
DlUe OF INJURY
(Month. Day, Year)
D Af,.~1-
D ~Vl'7e Ib,")..o/JQ 3Gb. (~s)
TIME OF INJURY
INJURY AT WORK?
f
Yes~
No D
Accident
Pending Inv9stigatK>n
-
2". 28b.
CERTIFIER (Check only one)
.CERTIFYINC PHYSICIAN (PhySician Cel\ltylJ'9 cause 01 death when another physiclafl has pronounced death and comp'eled Ilerm 23)
TolIM_olmyk~.dHIhOCcU'-_tothecaUM(a)andrnan_..a"tH .................., ...............,
SWcide
29.
Could not be determined
PI!
>-
Z
W
o
W
~
~
o
w
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z
.PRONOUNCING AND CERTIFYING PHYSICIAN (Phy"",..n 00111 pronouncIng death and certifYIng to cause 01 death)
To 11M _ of my know~, _Ill """""" at the_. elata, anet place, and due to the """'e) and rnan_.. atatH..
'MEDICAL EXAMINER/CORONER
On lINt __ of e..mlnatton and/or Investigation. In my opinion, deeth oecurred et the time, date. and pi""., end due to the cauae(a) and
~nner.....ted...................................................................... _. _..........................
31a.
REGIST
1;4 J ~d 0.. I
Jooo
\-:
-
Deceased
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: No. 2001-00242
IN RE: ESTATE OF
TIMOTHY A. YEOMAN,
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
Timothy A. Yeoman. deceased
June 16. 2000
Admin. No.
2001-00242
To the Register:
I certify that notice of estate administration required by Rule 5. 6( a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on March 12. 2001:
Rebekah L. Showalter
512 Terrace Drive, New Cumberland, P A 17070
c/o Kathryn Yeoman, 512 Terrace Drive
New Cumberland, PA 17070
3720 Cemetery Road, Dundee, NY 14837
201 Maple Avenue, Apartment IE, Marysville, P A 17053
c/o Sheila G. Carter, 128 Hubbard Loop, Jasper, AL 35501
c/o Marinda Yeoman, 7805 Corryton-Luttrell Road
Corryton, TN 37721
P.O. Box 349, Newport, P A 17074
Kathyrn Yeoman
Laura I. Yeoman, a minor
Timothy A. Yeoman, Jr.
Jolene May Benjamin
Michael Yeoman, a minor
Damion Lee Yeoman, a minor
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except James A.
Yeoman, at this time we are trying to located him: Sarah Webster, at this time we are tying to obtain her
address in Prattsburgh. New York she recently moved: Christopher Yeoman. died March 1999 .
Telephone
~.'
Date
. /
]//1/ cJl/
Signature
Name
Address
Capacity:
_ Personal Representative
~ Counsel for personal
representative
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by REBEKAH SHOWALTER (the "Beneficiary"), an adult individual
residing at 315 West Main Street, New Bloomfield, Pennsylvania 17068.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16,2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. 92103(2), as provided below:
9 2102. Share of surviving spouse.
The intestate share ofa decedent's surviving spouse is:
(4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
Page 1
WHEREAS, the Executor has made available to the Beneficiary complete information
pertaining to the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FIVE
THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/1 00 DOLLARS ($5,372.67) in cash
(the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the Beneficiary's
Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P. C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
entities or authorities, for or by reason of this final distribution of the Distributed Assets; and that the
Page 2
Beneficiary will refund and repay to the Estate, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
6. This Agreement shall be filed with the Register.
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the I SVday
of October, 2001, intending to be legally bound.
BENEFICIARY:
~ J. \Cj ,( h{~ l (::i) t, L 61/ )(l t tL",
REBEKAH SHOWALTER
SWORN TO AND SUBSCRIBED
before Ine, a Notary Public, this
l~T" of October, 2001.
66560,9
. -,
NOTARIAL SEAL J
Donald F Howell, District Justice 41.3-04,
Newport, Perry Co PA
My CommiSSion Expires J'~n 1, 2002
Page 3
. .
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by MICHAEL YEOMAN (the "Beneficiary"), an adult individual with a
mailing address of Post Office Box 22, Arley, Alabama 35541.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16,2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. 9 2103(2), as provided below:
9 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
(4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
Page 1
. .
WHEREAS, the Executor has made available to the Beneficiary complete information
pertaining to the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FIVE
THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/100 DOLLARS ($5,372.67) in cash
(the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the Beneficiary's
Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P . C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
entities or authorities, for or by reason of this final distribution of the Distributed Assets; and that the
Page 2
. .
Beneficiary will refund and repay to the Estate, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
6. This Agreement shall be filed with the Register.
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the~
of October, 2001, intending to be legally bound.
~'1JtW
BENEFICIARY:
_rY\ i C ~ II 0 t'1I 0\1(1
MICHAEL 'EDMAN \I
SWORN TO AND SUBSCRIBED
~e a Notary Public, this
day of October, 2001..
I/flW 4.-< 9!#--
Notary Public
66560.5
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. I ... .'''~''''~~IUN bJ'~ Uf..-s
Page 3
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by JAMES A. YEOMAN (the "Beneficiary"), an adult individual residing
at 96B Route 1, Highway 145, Eastanellee, Georgia 30538.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16, 2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. ~ 2103(2), as provided below:
~ 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
( 4) If there are surviving issue of the decedent one
or more ofwhom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
Page 1
WHEREAS, the Executor has made available to the Beneficiary complete information
pertaining to the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate~ and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FIVE
THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/100 DOLLARS ($5,372.67) in cash
(the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the Beneficiary's
Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P. C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
entities or authorities, for or by reason of this final distribution of the Distributed Assets; and that the
Page 2
Beneficiary will refund and repay to the ~state, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this' final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
6. This Agreement shall be filed with the Register.
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the ~ day
of October, 2001, intending to be legally bound.
WITNESS:
BENEFICIARY:
.
~W&~
(
~:;?~ JAilis A'! YEOMAN
SWORN TO AND SUBSCRIBED
before me, a Notary Public, this
_ day of Octob.. er" 20:1. N'] f)/7 '-
Jfl ~)J I <2- ~o.u---
_ . ..-,.~~t,a:ry ~~b~/> 9 - II _ 0 ~
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Page 3
...
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In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by SARAH WEBSTER (the "Beneficiary"), an adult individual residing
at 11655 County Road 122, Prattsburgh, New York 14873.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16,2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. 92103(2), as provided below:
9 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
(4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
Page 1
"
~
WHEREAS, the Executor has made available to the Beneficiary complete information
pertaining to the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FIVE
THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/1 00 DOLLARS ($5,372.67) in cash
(the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the Beneficiary's
Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P. C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
entities or authorities, for or by reason of this final distribution of the Distributed Assets; and that the
Page 2
"
Beneficiary will refund and repay to the Estate, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
6. This Agreement shall be filed with the Register.
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the _ day
of October, 2001, intending to be legally bound.
WITNESS:
BENEFICIARY:
~JVl ~ L!. ~CL~
SA WEBSTER
SWORN TO AND SUBSCRIBED
before me, a Notary Public, this
q-t!: day of October, 200l.
~~H~
DOROTHY GUERaM
Nokry PubI1c #5043439
IT ATE Of NY, CO, or STIU88I
A/Y l'V"~MtMK>N exPIRIS .5 -f' r dOC) 3
66560.8
Page 3
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by JOLENE BEJNAMIN (the "Beneficiary"), an adult individual residing
at 134 Blaine Drive, Apartment 5, Blaine, Tennessee 37709.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16,2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. S 2103(2), as provided below:
S 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
( 4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
Page 1
WHEREAS, the Executor has made available to the Beneficiary complete information
pertaining to the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FIVE
THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/100 DOLLARS ($5,372.67) in cash
(the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the Beneficiary's
Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P. C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
entities or authorities, for or by reason of this final distribution of the Distributed Assets; and that the
Page 2
Beneficiary will refund and repay to the Estate, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
6. This Agreement shall be filed with the Register.
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the 3d day
of October, 2001, intending to be legally bound.
WITNESS:
fi-;~
BENEFICIARY:
, 11 .;. .
JrAL "{J~1-;N~ ~~~;AMm
SWORN TO AND SUBSCRIBED
before me, a Notary Public, this
~ day of October, 2001.
66560.7
Page 3
-
,.
,
,
t
,.
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT.. RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by TIMOTHY A. YEOMAN, JR (the "Beneficiary"), an adult individual
residing at 3720 Cemetery Road, Dundee, New York 14837.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16,2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. 92103(2), as provided below:
S 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
(4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
Page 1
...
. ---
~
~
WHEREAS, the Executor has made available to the Beneficiary complete information
pertaining to the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FIVE
THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/100 DOLLARS ($5,372.67) in cash
(the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the Beneficiary's
Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P. C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
entities or authorities, for or by reason of this final distribution of the Distributed Assets~ and that the
Page 2
-;
, .
Beneficiary will refund and repay to the Estate, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
Execution
6. This Agreement shall be :filed with the Register.
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the -M... day
of October, 2001, intending to be legally bound.
WITNESS:
BENEFICIARY:
~4'~,
cf
1~~}~/l~c.'/~Au7 ff~
TIM! Y jfYEOMAN,
SWORN TO AND SUBSCRIBED
before me, a Notary Public, this
M day of October, 2001.
~J!,~
Notary Public
HElEN D. 8AXT!R .....
....., Public, State of New ....
No. 01 BA493080G
66560.3 ~~:~r~;h~t~~~"7)~
Page 3
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYL VANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by KA THRYN YEOMAN (the "Beneficiary"), an adult individual residing
at 512 Terrace Drive, New Cumberland, Pennsylvania 17070.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16, 2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date~ and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. ~ 2103(2), as provided below:
~ 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
( 4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
WHEREAS, the Beneficiary survived the Decedent, whereby the Beneficiary's Interest
vested; and
Page 1
WHEREAS, the Beneficiary, due to her dual capacities of Executor and Beneficiary, has in
her possession complete information pertaining to the Estate's assets, receipts, and disbursements,
and all other aspects of her administration of the Estate; and
WHEREAS, to avoid further expense, delay, and publicity, the Beneficiary desires to receive
the Beneficiary's Interest without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania (the Court having jurisdiction over the
matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Beneficiary, for good and valuable consideration, receipt of which
is hereby acknowledged, and intending to be legally bound hereby, does hereby agree with the
Executor, as follows:
Provisions
1. The Beneficiary acknowledges the receipt from the Executor the sum of FORTY-
TWO THOUSAND NINE HUNDRED EIGHTY-ONE AND 37/100 DOLLARS ($42,987.37) in
cash (the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the
Beneficiary's Interest under the Will and in the Estate.
2. The Beneficiary acknowledges and agrees that the distribution of the Distributed
Assets made herewith, is satisfactory and acceptable to the Beneficiary, and that such distribution
regarding the Distributed Assets is hereby accepted by the Beneficiary in full satisfaction of the
Beneficiary's Interest in the Estate.
3. The Beneficiary releases the Estate, the Executor, and Estate Counsel, namely,
Goldberg, Katzman & Shipman, P. C. ("Counsel"), and their respective heirs, successors, assigns, and
personal representatives, from all claims and liabilities, which the Beneficiary may have against the
Estate arising from this final distribution of the Distributed Assets in full satisfaction of the
Beneficiary's Interest in the Estate.
4. The Beneficiary covenants, promises and agrees to and with the Estate and its
Executor that the Beneficiary shall indemnify and hold harmless the Estate and the Executor and
Counsel from all loss or damage, and from the payment of any and all sums of money to any persons,
Page 2
entities or authorities, for or by reason of this final distribution of the Distributed Assets; and that the
Beneficiary will refund and repay to the Estate, upon demand by the Executor or Counsel, all or any
portion of the Distributed Assets if this final distribution is later determined by the Executor or
Counsel to have been improperly or imprudently paid.
5. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Beneficiary
and the Executor, and their respective personal representatives and heirs at law, as the case may be.
6. This Agreement shall be filed with the Register.
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the /8 day
of October, 2001, intending to be legally bound.
WITNESS:
BENEFICIARY:
~~~
KA HRYNi 'EDMAN
SWORN TO AND SUBSCRIBED
befC)fe me, a Notary Public, this
~ day of October, 01.
C~Q,
Notary Public
District
Cedar en Malt
1108 Cartlsle Aoed
Camp Hili, PA 17011
66560.1
Page 3
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYL VANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by KATHRYN YEOMAN (the "Trustee"), residing at 512 Terrace Drive,
New Cumberland, Pennsylvania 17070, an adult individual and step-grandmother of DAMION LEE
YEOMAN, a minor, (the "Beneficiary") residing at c/o Marinda Yeoman, 7805 Corryton-Lutrell
Road, Corryton, Tennessee 37721.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16, 2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. S 2103(2), as provided below:
S 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
( 4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
Page 1
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings of
Beneficiary's father, whereby the Beneficiary's Interest vested; and
WHEREAS, the Executor has made available to the Trustee for the Beneficiary complete
information regarding the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Trustee for the Beneficiary
desires to receive the Beneficiary's Interest without a formal accounting to the Orphans' Court
Division of the Court of Common Pleas of Cumberland County, Pennsylvania (the Court having
jurisdiction over the matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Trustee for the Beneficiary, for good and valuable consideration,
receipt of which is hereby acknowledged, and intending to be legally bound hereby, does hereby agree
with the Executor, as follows:
Provisions
1. The Trustee for the Beneficiary acknowledges the receipt from the Executor the sum
ofFIVE THOUSAND THREE HUNDRED SEVENTY- TWO AND 67/100 DOLLARS ($5,372.67)
in cash (the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the
Beneficiary's Interest under the Will and in the Estate.
2. The Trustee for the Beneficiary acknowledges and agrees to hold these sums IN
TRUST at a financial institution and account of her choice; however, the title of the account shall be
Trust of Laura 1. Yeoman for the health, education and welfare of a child under the Uniform
Transfers to Minor Act.
3. The Trustee for the Beneficiary acknowledges and agrees that the Executor will not
file an Account or Petition for Distribution or secure a Decree of Distribution from any court having
jurisdiction in the matter of the Estate, and the Trustee waives any right thereto.
4. The Trustee for the Beneficiary acknowledges and agrees that the distribution of the
Distributed Assets made herewith, is satisfactory and acceptable to the Trustee for the Beneficiary,
Page 2
and that such distribution regarding the Distributed Assets is hereby accepted by the Trustee for the
Beneficiary in full satisfaction of the Beneficiary's Interest in the Estate.
5. The Trustee for the Beneficiary releases the Estate, the Executor, and Estate Counsel,
namely, Goldberg, Katzman & Shipman, P.C. ("Counsel"), and their respective heirs, successors,
assigns, and personal representatives, from all claims and liabilities, which the Trustee or Beneficiary
may have against the Estate arising from this final distribution of the Distributed Assets in full
satisfaction of the Beneficiary's Interest in the Estate.
6. The Trustee for the Beneficiary covenants, promises and agrees to and with the Estate
and its Executor that the Trustee for the Beneficiary shall indemnify and hold harmless the Estate and
the Executor and Counsel from all loss or damage, and from the payment of any and all sums of
money to any persons, entities or authorities, for or by reason of this final distribution of the
Distributed Assets; and that the Trustee for the Beneficiary will refund and repay to the Estate, upon
demand by the Executor or Counsel, all or any portion of the Distributed Assets if this final
distribution is later determined by the Executor or Counsel to have been improperly or imprudently
paid.
7. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Trustee,
Beneficiary and Executor, and their respective personal representatives and heirs at law, as the case
may be.
8. This Agreement shall be filed with the Register.
Page 3
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the M day
of October, 2001, intending to be legally bound.
WITNESS:
BENEFICIARY:
1f~' ~~~Vh
THR YEO ,TRUSTEE FOR
DAMION LEE YEOMAN, A MINOR
SWORN TO AND SUBSCRIBED
before me, a Notary Public, this
I e day of October, 2001.
~Q.~
Notary Public
66560.4
District Court
Cedar Cliff Ma ,
1106 Carll818 Road
Camp Hili, PA 17011
Page 4
In Re: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYL VANIA
ESTATE OF TIMOTHY A. YEOMAN, : ORPHANS' COURT DIVISION
Deceased
: No. 2001-00242
FINAL RECEIPT, RELEASE
AND REFUNDING AGREEMENT
THIS FINAL RECEIPT, RELEASE AND REFUNDING AGREEMENT (this
"Agreement"), is executed by KATHRYN YEOMAN (the "Trustee"), an adult individual and
surviving parent of LAURA L YEOMAN, a minor, (the "Beneficiary") all residing at 512 Terrace
Drive, New Cumberland, Pennsylvania 17070.
Recitals
WHEREAS, Timothy A. Yeoman (the "Decedent"), of the Borough of New Cumberland,
Cumberland County, Pennsylvania, died on June 16, 2000, leaving no Last Will and Testament; and
WHEREAS, Kathryn Yeoman was appointed by the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), under the above-referenced case number, the administratrix
(the "Executor"), of the Estate of Timothy A. Yeoman, deceased (the "Estate"), and has functioned
in that role to date; and
WHEREAS, the Beneficiary has the following interest (the "Beneficiary's Interest") under
20 Pa.C.S. ~ 2103(2), as provided below:
S 2102. Share of surviving spouse.
The intestate share of a decedent's surviving spouse is:
( 4) If there are surviving issue of the decedent one
or more of whom are not issue of the surviving
spouse, one-half of the intestate estate.
Page 1
WHEREAS, the Beneficiary survived the Decedent along with seven (7) siblings and a
nephew, whereby the Beneficiary's Interest vested; and
WHEREAS, the Executor has made available to the Trustee for the Beneficiary complete
information regarding the Estate's assets, receipts, and disbursements; and
WHEREAS, to avoid further expense, delay, and publicity, the Trustee for the Beneficiary
desires to receive the Beneficiary's Interest without a formal accounting to the Orphans' Court
Division of the Court of Common Pleas of Cumberland County, Pennsylvania (the Court having
jurisdiction over the matter); and
WHEREAS, the Pennsylvania Department of Revenue accepted as filed the Inheritance Tax
Return filed by the Estate, which is the only death tax due from the Estate; and
WHEREAS, the duties and responsibilities of the Executor incident to the administration of
the Estate have been completed; and
NOW, THEREFORE, the Trustee for the Beneficiary, for good and valuable consideration,
receipt of which is hereby acknowledged, and intending to be legally bound hereby, does hereby agree
with the Executor, as follows:
Provisions
1. The Trustee for the Beneficiary acknowledges the receipt from the Executor the sum
ofFIVE THOUSAND THREE HUNDRED SEVENTY-TWO AND 67/1 00 DOLLARS ($5,372.67)
in cash (the "Distributed Assets") as a final distribution from the Estate in full satisfaction of the
Beneficiary's Interest under the Will and in the Estate.
2. The Trustee for the Beneficiary acknowledges and agrees to hold these sums IN
TRUST at a financial institution and account of her choice; however, the title of the account shall be
Trust of Laura I. Yeoman for the health, education and welfare of a child under the Uniform
Transfers to Minor Act.
3. The Trustee for the Beneficiary acknowledges and agrees that the Executor will not
file an Account or Petition for Distribution or secure a Decree of Distribution from any court having
jurisdiction in the matter of the Estate, and the Trustee waives any right thereto.
4. The Trustee for the Beneficiary acknowledges and agrees that the distribution of the
Distributed Assets made herewith, is satisfactory and acceptable to the Trustee for the Beneficiary,
Page 2
and that such distribution regarding the Distributed Assets is hereby accepted by the Trustee for the
Beneficiary in full satisfaction of the Beneficiary's Interest in the Estate.
5. The Trustee for the Beneficiary releases the Estate, the Executor, and Estate Counsel,
namely, Goldberg, Katzman & Shipman, P.C. ("Counsel"), and their respective heirs, successors,
assigns, and personal representatives, from all claims and liabilities, which the Trustee or Beneficiary
may have against the Estate arising from this final distribution of the Distributed Assets in full
satisfaction of the Beneficiary's Interest in the Estate.
6. The Trustee for the Beneficiary covenants, promises and agrees to and with the Estate
and its Executor that the Trustee for the Beneficiary shall indemnify and hold harmless the Estate and
the Executor and Counsel from all loss or damage, and from the payment of any and all sums of
money to any persons, entities or authorities, for or by reason of this final distribution of the
Distributed Assets; and that the Trustee for the Beneficiary will refund and repay to the Estate, upon
demand by the Executor or Counsel, all or any portion of the Distributed Assets if this final
distribution is later determined by the Executor or Counsel to have been improperly or imprudently
paid.
7. This Agreement shall be interpreted pursuant to and governed by the laws of the
Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the Trustee,
Beneficiary and Executor, and their respective personal representatives and heirs at law, as the case
may be.
8. This Agreement shall be filed with the Register.
Page 3
Execution
IN WITNESS WHEREOF, the Beneficiary has executed this Agreement on the /8 day
of October, 2001, intending to be legally bound.
WITNESS: 'l
LQJLur)i~~v
BENEFICIARY:
f:m1iJ7i0~iiE FOR
LAURA L YEOMAN, A MINOR
SWORN TO AND SUBSCRIBED
before me, a Notary Public, this
-LE- day of October, 20 .
Notary Public
Dlsti1ct Court 1..01
Cedar Cliff Mall
1106 Carlisle Road
Camp Hili, PA 17011
66560_2
Page 4
Register of Wills of Cumberland County, Pennsylvania
Estate of Timothy A. Yeoman
also known as
INVENTORY
No. 21-2001-0242
Date of Death June 16. 2000
I Deceased Social Security No. 121-46-3068
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets
wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
Inventory represents its fair value as ofthe date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of
Pennsylvania except that which appears in a memorandum at the end of this inventory. INJe verify that the statements made in this Inventory are true
and correct. l!Vlle understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification
to authorities.
1.0. No.:
72190
Personal Representative:
~~'rG
Kathryn Y man, dministrator
Name of
Attorney: John DeLorenzo, Esq.
Address: Goldberq, Katzman & Shipman, P.C., 320 Market Street,
Dated
~\/)O\
P.O. Box 1268, Harrisburq, PA 17108-1268
Telephone:
717-234-4161
Description
Value
1. Settlement of civil action docketed to Cumberland County Court of Common Pleas at civil
action number 01-2674, amount allocated to survival action
$140,000.00
(Attach Additional Sheets if necessary)
Total:
$140,000.00
NOTE: The Memorandum of real estate outside the Comrnorr.r.ealth of Pennsylvania may,attheelection of the personal representative, include the value of each item, but such
figures should not be extended into the total of the Inventory.
~
l:;:
----
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
5/22/2001
717-783-0972
John DeLorenzo, Esquire
Goldberg etal
PO Box 1268
Harrisburg, Pa
Re: Estate of Timothy A. Yeoman
File Number: 2101-0242
Court Number: None Listed
Dear Mr. DeLorenzo:
The Department of Revenue has received the Petition for Approval of
Settlement Claim to be filed on behalf of the above-referenced Estate in
regard to a wrongful death and survival action. It has been forwarded to
this Bureau for the Commonwealth's approval of the allocation of the proceeds
paid to settle the actions.
Pursuant to the Petition, the 47 year old decedent died as a result of
a work-related accident. Decedent is survived by the decedent's spouse and
eight children, of which two are minors..
Please be advised that, based upon these facts and for inheritance tax
purposes only, this Department has no objection to the proposed allocation of
the gross proceeds of this action, $ 560,000.00 to the wrongful death claim
and $ 140,000.00 to the survival claim. Proceeds of a survival action are an
asset included in the decedent's estate and are subject to the imposition of
Pennsylvania inheritance tax. 42 Pa.C.S.A. ~8302; 72 P.S. ~~9106, 9107.
Costs and fees must be deducted in the same percentages as the proceeds are
allocated. In re Estate of Merryman, 669 A.2d 1059 (Pa. Cmwlth. 1995).
I trust that this letter is a sufficient representation of the
Department's position on this matter. As the Department has no objections to
the Petition, an attorney from the Department of Revenue will not be
attending any hearing regarding it. Please contact me if you or the Court
has any questions or requires anything additional from this Bureau. Finally,
the approval of this allocation is limited to this estate and does not
reflect the position that the Department may take in any other proposed
distribution of proceeds of a wrongful death / survival action.
~'nc~elY_' . ~""l'
" ! ;/"":'x
~ -~~
lbert
Inheritance Tax Division
Bureau of Individual Taxes
cc: Cumberland County Clerk of Courts ~
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
JAMES DELORENZO ESQUIRE
320 MARKET STREET
PO BOX 1268
HARRISBURG, PA 1 7108-1 268
n___n_ fold
ESTATE INFORMATION: SSN: 1 21 -46-3068
FILE NUMBER: 21 - 2001 - 0242
DECEDENT NAME: YEOMAN TIMOTHY A
DA TE OF PAYMENT: 08/07/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/16/2000
NO. CD 000124
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,951.40
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$ 1 ,95 1 .40
REMARKS: JAMES DELORENZO ESQUIRE
CHECK# 14743
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/6-c:2/~-/o
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
JOHN DELORENZO ESQ
GOLDBERG ETAL
PO BOX 1268
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-17-2001
YEOMAN
06-16-2000
21 01-0242
CUMBERLAND
101
REV-lS47 EX AFP elZ-DDl
TIMOTHY
A
Amount Remitted
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 ~
REv=is'4'-Ex-AFp-cl"2-:offr-No;--icE--oF-'rNHERiTANCE-YA)C-AppRAiSEHENy-,--Ail-oWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YEOMAN TIMOTHY A FILE NO. 21 01-0242 ACN 101 DATE 09-17-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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 ALL 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:
32,523.34 X 00 = .00
32,523.33 X 06 = 1,951.40
.00 X 00 = .00
.00 X 15 = .00
(9)= 1,951.40
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
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
140,000.00
.00
.00
(8)
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
(9)
UO)
46,693.65
28.259.68
(1)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
140,000.00
74.953 33
65,046.67
.00
65,046.67
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-07-2001 CDOOO124 .00 1,951.40
08-07-2001 WRITEOFF .00 69.40
TOTAL TAX CREDIT 1,951.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .01
TOTAL DUE .01
* 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 DI"
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,'
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
TIMOTHY A. YEOMAN
Date of Death:
June 16. 2000
Will No.
Admin.
2001-00242
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 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
information accounts may be filed with the Clerk of the Orphans'
Court and may be attache to t s e
S'
/'
Date:
; I C I
,;)( l?-
John DeLorenzo. Esquire
Goldberg. Katzman & Shipman. p.e.
320 Market Street. P.O. Box 1268
Harrisburg. P A 17108-1268
(717) 234-4161
Capacity:
Personal Representative
X Counsel for personal representative
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OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
, ,
I[p- 2 I 4 - ) U
FILE NUMBER
REV-1500 EX + (6~OO)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT, 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Yeoman Timoth A.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
121-46-3068
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
DATE OF BIRTH (MM-DO-YEAR)
21-01-0242
NUMBER
REGISTER OF WILLS
SOCIA SEe RITY UM ER
03 26 1953
NAM LAS, FIRS ,AND MIODL INlT AL
3 date of death
. RemaInder Return prior to 12-13-82)
5. Federal Estate T<l.x Return RequIred
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
. :',Ttfi$lSEOT1QNiMusnll!i,eOl1!1!I1
NAME
John DeLorenzo, Es uire
FIRM NAME (\f Applicable)
Go1dber , Katzman & Shi man, P.C.
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
320 Market Street
P.O. Box 1268
Harrisburg, PA 17108-1268
R
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A
P
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23 -4 1
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
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)
Yeoman, Kath
X 1. Original Return
4. LImited Estate
6. Decedent Died Testate
(Attach copy of Will)
[!] 9. litigation Proceeds Received
2.
4a.
7.
Supplemental Return
Future Interest Compromise (date of death after 12-12~82)
Decedent Malntairwd a Living Trust
(Attach copy of Trust)
Spousal Poverty Credit
(date of death between 12.~31-91 and 1-1-95)
o
OFFICIAL USE ONLY
(8) 140,000.00
(11) 74,953.33
(12) 65,046.67
(13)
(14) 65,046.67
(15)
(16)
(17)
(18)
(19)
0.00
1,951.40
0.00
0.00
1,951.40
010.
o
(1)
(2)
(3)
None
None
None
(4)
(5)
None
140,000.00
(6)
None
None
46,693.65
28,259.68
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
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
32,523.34
32,523.33
X
X
X
X
.0 0
,0 6
,12
.15
Copyright (c) 2000 {orm software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
512 Terrace Drive
CITY I STATE I ZIP
New Cumberland PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2:. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,951.40
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
TotallnterestlPenalty ( D + E) (3)
4. If Line 2 \s grealer 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 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
<,:;,,<>,::';':,::::;,;;":i:i:i::;;:::::f:;:::':::i:':<,:"::,::::;;,::':",:'::":,::';;,;:',:,;:;:",;:;",,,:;:',;,;::q:i:;iOiUJ;';iii;;iiii,;;ii%i;,;,:,;;;;;;,;;;:;::;:.:;::::';;::';;;;;;;:::::::,;:::
;;;;;;;::::;:!:I;!IIII,,:::::i::::i::i:i::;;:::;;:::!!!!!!!iii!i::;!!!:!:;;;:::!;:!::;:!:!;!::!;!;;!;;;;~!;I:!:::::::::::;::;:;,::::::..
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
0.00
1,951.40
0.00
1,951.40
Yes No
~;
1. 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 tor 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 "in 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.
o
o
o
[B
[B
[B
Under penalties of perjury. I 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 which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN Kathryn Yeoman
512 Terrace Drive
-----------------------------------------------------
New Cumberland, PA 17070
Goldberg, Katzman & Shipman, P.C.
320 Market Street, PO Box 1268
- - -Harr-isb~': - - - W... - - -17io-8: ii68 - - - - - - - - - - - - - - - - --
DATE
(Sh /0 I
DATE
For s of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
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 for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 PS. 9116(aX1)j.
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(aX1.3)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 (cl 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Timothy A. Yeoman SS# 121-46-3068 06/16/2000 21-01-0242
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Settlement of civil action docketed to Cumberland County Court of
Common Pleas at civil action number 01-2674, amount allocated tc
survival action (copies of Court Order dated July 17, 2001,
Petition for Court Approval and Allocation of Wrongful Death anc
Survival Action Settlements, and letter dated May 22, 2001 from
the Department of Revenue attached to death tax return only)
NOTE: GOLDBERG, KATZMAN & SHIPMAN, P.C. RECEIVED PAYMENT OF
SETTLEMENT FROM INSURANCE COMPANY ON 8/7/01
VALUE AT DATE
OF DEATH
140,000.00
TOTAL (Also enter on line 5, Recapitulation) $ 140,000.00
(If more space IS needed, insert additional sheets of the same sjze)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Timothy A. Yeoman
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSfl 121-46 - 3068
06/16/2000
FILE NUMBER
21-01-0242
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Neill Funeral Home
4,535.00
funeral services
ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees Goldberg, Katzman & Shipman, P. C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Kathryn Yeoman
Street Address 512 Terrace Drive
City New Cumber land State PA Zip 17070
Relat'lonship of Claimant to Decedent Spouse
3,000.00
3,500.00
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Goldberg, Katzman & Shipman, P.C. - attorney fees, percentage
allocated to survival action
35,000.00
2
Goldberg, Katzman & Shipman, P.C. - reimbursement for out-of-
pocket expenses, percentage allocated to survival action
413.65
3
Goldberg, Katzman & Shipman, P.C. - reserved for closing costs of
estate administration
100.00
4
Register of Wills, Cumberland County - filing fee for Return &
Inventory
25.00
Total of Continuation Schedu1e(s)
120.00
TOTAL (Also enter on line 9, Recapitulation) $ 46,693.65
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems.lnc. Form REV-1511 EX (Rev_ 1~97)
Estate of: Timothy A. Yeoman
Soe See #: 121-46-3068
Date of Death: 06/16/2000
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
#
Description
Amount
5
Register of Wills, Cumberland County - filing fee reserved for
Final Releases
120.00
120.00
REV-1512 EX + {1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Timothy A. Yeoman
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 121-46-3068
06/16/2000
FILE NUMBER
21-01-0242
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Schuyler County, New York, Department of Social Services - back
child support
AMOUNT
689.96
2
Perry County Domestic Relations - administrative fee for New Yor~
ordered child support
5.00
3
Charles Ewing - jointly owned mortgage for jointly owned
residence (1/2 of value) - valued per letter dated 3/26/01
(attached to death tax return only)
22,172.50
4
Cincinnait Insurance Company - estate's share of worker's
compensation claim repayment
5,392.22
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, 'Insert additional sheets of the same size)
28,259.68
REV-1513 EX + (9~00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Timothy A. Yeoman
SSfI 121-46-3068
06/16/2000
FILE NUMBER
21-01-0242
R~LATIONSHIP TO OEC~DEN I AMOUNT OR ~HAKE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [indude outright spousal dIstrIbutions, a.nd
transfers under Sec. 9116(a)(H.)1
1
Kathryn Yeoman
512 Terrace Drive
New Cumberland, PA 17070
Spouse
32,523.34
2
Laura I. Yeoman, a minor
c/o Kathryn Yeoman
512 Terrace Drive
New Cumberland, PA 17070
Daughter
4,065.42
3
Damian Lee Yeoman, a minor
c/o Kathryn Yeoman
512 Terrace Drive
New Cumberland, PA 17070
Grandson
4,065.42
4
Timothy A. Yeoman, Jr.
3720 Cemetery Road
Dundee, NY 14837
Son
4,065.42
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHfET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTiONS UNDfR 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)
Estate of: Timothy A. Yeoman
Soc Sec #: 121-46-3068
Date of Death: 06/16/2000
Item
II
Continuation of Schedule J, Part I
(Taxable Bequests)
Name and Address of Beneficiary
Relationship Amount or
Share of Estate
5
Jo1ene May Benjamin
Apartment 5
134 Blain Drive
Blaine, TN 37709
Daughter 4,065.42
6
Son 4,065.42
Michael Yeoman
c/o Shelia Carter
P.O. Box 22
Arley, AL 35541
7
Rebekah L. Showalter
315 West Main Street
New Bloomfield, PA 17068
Daughter 4,065.41
8
Sarah Webster
P.O. Box 656
Prattsburgh, NY 14873
4,065.41
Daughter
9
4,065.41
James A. Yeoman
96B Route 1, Highway 145
Eastanel1ee, GA 30538
Son
Index to Exhibits
Pennsylvania Inheritance Tax Return
Estate of Timothy A. Yeoman, deceased
Exhibit A: Grant of Letters of Administration
Exhibit B: Copy of Court Order dated 7/17/01
Exhibit C: Copy of Petition for Court Approval and Allocation of Wrongful Death and
Survival Action
Exhibit D: Copy of Department of Revenue letter dated 5/22/01 approving allocation
Exhibit E: Copy of check for proceeds from Cincinnati Insurance Company (received 8/7/01)
Exhibit F: Copy ofletter dated March 26, 200 I regarding joint mortgage
G6GSK 1