HomeMy WebLinkAbout01-035121-01-351
LAST WILL AND TESTAMENT
I, CLYDE A. SHEAFFER, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am married to MARY E. SHEAFFER, and that I
have two (2) children, CLYDE A. SHEAFFER, JR., and MARIE E.
SHEAFFER, and three (3) grandchildren, CLYDE BRADLEY SHEAFFER,
BRIAN GUY SHEAFFER, and BRENT ALAN SHEAFFER.
II
I direct that my debts and funeral expenses be paid as soon
after my death as is practicable by my Executrix out of my
residuary estate, but not from any assets, funds, death benefits or
insurance proceeds which are otherwise excludable or exempt from my
gross estate for federal estate valuation or tax purposes.
III
I direct that all estate, succession, legacy, inheritance or
other transfer taxes, however designated that shall become payable
by reason of my death in respect of all property comprising my
gross estate for death tax purposes, whether or not such property
passes under this LAST WILL, shall be paid by my Executrix out of
my residuary estate, but not from any assets, funds, death benefits
or insurance proceeds which are otherwise excludable or exempt from
my gross estate for federal estate valuation or tax purposes.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment to my wife, MARY, provided that she
survives me by thirty (30) days.
V
If my wife, MARY, shall predecease or fail to survive me by
thirty (30) days, I give, devise and bequeath my house and its
contents to my daughter, MARIE. If MARIE should fail to survive
me, then I give, devise and bequeath my house and its contents to
my son, CLYDE, JR., per stirpes.
VI
If my wife, MARY, shall predecease or fail to survive me by
thirty (30) days, I give and bequeath any vehicle which I may own
as well as all carpenter tools, including hand and power tools, to
my son, CLYDE, per stirpes.
VII
All the rest, residue and remainder of my property, whether
real or personal, wherever situate, including any property over
which I may have a power of appointment, I give, devise, and
bequeath to my daughter, MARIE, and my son, CLYDE, in equal shares,
per stirpes.
VIII
I nominate, constitute and appoint my wife, MARY, as Executrix
of this LAST WILL, to serve without bond. If my wife is unable or
unwilling to act in that capacity, then I nominate, constitute and
appoint my daughter, MARIE, and my son, CLYDE, as Co-Executors of
this LAST WILL, to serve without bond. If either is unable or
unwilling to act in that capacity, then the other may act alone as
Executor.
IN WITNESS WHEREOF, I, CLYDE A. SHEAFFER, have set my hand to
this LAST WILL this ,~' day of November, 1992.
J.~:v.~ .--------.
CLYDFr SHEAFFER
2
Signed, sealed, published and declared by the above-named
CLYDE A. SHEAFFER, as and for his Last Will and Testament, in the
presence of us, who, at his request and in his presence, and in the
presence of each other, have hereunto subscribed our name as
witnesses.
l,.
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
I, CLYDE A. SHEAFFER, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
•-~„_
CLYD A. SHEAFFER
Sworn or affirmed to and ack/nowledged before me by CLYDE A.
SHEAFFER, Testator, this ~?=.cc~( day of November, 1992.
Notary Public
Pk;fis+ial Seal Public
Diane M. ;^'i~1t'ih, Notary
Mech~ ~~ic~ ~?;s, c.~n~kx~ire June 22,19
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
We, ~u~'~'-e ( ~. ~~.(~~s, wand X.'uK~y ~° ~ ~~
the witnesses whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testator sign and execute the
instrument as his LAST WILL; that CLYDE A. SHEAFFER signed
willingly and that he executed it as his free and voluntary act for
the purposes therein expressed; that each of us in the hearing and
sight of the Testator signed the Will as witnesses; and that the
best of our knowledge, the Testator was at he time 18 y ars of age
or more, of sound mind and under no con t aint r du i luence.
,~ /,~`
-~
~~
Sworn or affirmed to and acknowledged before me
this ,~~~ day of November, 1992.
Notary Public
Notarial Seal
t~I~iC M; ~rnph, Notary Public
~h~ E3i~irb, Cumberlarxl County
ry~~r L.iiy4Ytf~iOn ~1(~Jlt'~9 JUnH ~2, 1996
PETITION FOR GRANT OF LETTERS
Estate of SHEAFFER, CLYDE A. No 21-01-351
also known as SHEAFFER, CLYDE A., SR.
Deceased Social Security No.179-10-1813
Petitioner(s), who is/are 18 years of age or older, apply)ies) for
(COMPLETE "A" OR "B" BELOW:)
f'l A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors named in the Last Will of the
l~S.! Decedent, dated 11/3/92 and codicil(s) dated none
SPOUSE, MARY E. SHEAFFER, renounces in favor of son, CLYDE A. SHEAFFER JR and daughter MARIE E SHEAFFER
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 bom or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente life, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 3405 Bedford Drive, Camp Hill, Jdaruadea}Tewpsl~p Pennsylvania
(list street, number and municipality)
Decedent, then 85 years of age, died March 22 , 2001 , at Harrisburg Hospital
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $ 17,000.00
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... E 17,000.00
Real Estate situated as follows: none
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 appropriate form to the undersigned:
Signature Typed or printed name and residence
r.
CLYDE . SHEAFFER, JR.
~~ -`-''J 539 N. 65TH ST. HARRISBURG PA 17111
MARIE _. SHEAFFER
3405 BEDFORD DR. CAMP HILL, PA 17011
RW-1 ~6 ~~~ /_ / J
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Oath of Personal Representative
Commonwealth of Pennsylvania
COUnty Of CUMBERLAND
The Petitioner(s) above-named swear(s) and 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 and affirmed and subscribed
before me this 2nd day of
APRIL ~ ~ ~ _ -
~`-~ ~
DECREE OF REGISTER
Estate of SHEAFFER. CLYDE A. Deceased No. 21-01-351
also known as NIA
Social Security No: 179-10-1813 Date of Death:3/22/01
AND NOW, APRIL 3 2001 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ^ of Administration
((c.t.a., d.b.n.c.t.; pendente life; durante absentia; durante minoriate)
are hereby granted to CLYDE . SHEAFFER, JR.
MARIE SHEAFFER
in the above estate and that the instrument(s), if any, datedNOVEMBER 3, 1992
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent
FEES
Letters ....................................
$ 50.00 ~'
_ , . / /
Rbg'.:ter of Wills
Short Certificates(s) $ 6.00
Renunciation .......................... $ 5.00
Extra Pages ( ) $ 9.00
.T.R ....................................... $ Signature
JCP Fee ................................. $ 5.00 Attorney: MURREL R. WALTERS. III, ESQ.
Inventory ................................ $ I.D. No: 24849
Other ...................................... $ Address: 54 EAST MAIN STREET
MECHANICSBURG PA 17055
TOTAL ............................. $ 75.00 Telephone: 717-697-4650
DATE FILED:
RENUNCIATION
Estate of SHEAFFER, CLYDE A. No. 21-01-351
also known as SHEAFFER, CLYDE A., SR.
Deceased
The undersigned_spouseavd named Executrix
(Relationship) (Capacity) Of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters Testamentary be issued to Clyde A. Sheaffer, Jr. and Marie E. Sheaffer
Witness my hand this 2nd day of April , 2001 ,
'C
Sworn to or affirmed and subscribed
MARY E. SHEAFFER
3405 BEDFORD DR.. CAMP HILL PA 17011
(Address)
(Signature)
(Address)
(Signature)
(Address)
before me this ~'~ d day of
~a6 ~
,
Notary Public Notarial Seal
My Commission Expires: Diane M. Smith, Notary Public
Mechanicsburg Boro, Cumberland County
My Commission Expires June 22, 2004
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
10~ Rna ur;~ 9/R~
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 7234356
No.
21-O1-351
TYPE/PRIN7
IN
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BLACK INK
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REGIS AR'S SIGNATURE ANO NUMBE II~-'~ II
u rl~l DATE FILEDIMaMI. Day. riarl
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COMMONWEALTH OF ~
R va.1500 OFFICIAL USE ONLv
PENNSYLVANIA
bLPARTMENTOFREVENUE INNE~tITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601
~tESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z SHEAFFER CLYDE A 1 7 9- 1 0- 1 8 1 3
W DATE OF DEATH (MM-DD-Year) DATE OF BIRiH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITN THE
REGISTER OF WILLS
U 03/22/2001 01/25/1916
W (IF APPLICABLE) SURVINNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
O
SHEAFFER MARY E - -
~ 0 1. bdginal Retum ~ 2. Supplemental Relum ~ 3. Remainder Relum (dale oldean gbrb 12-1aA2)
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cYi 6 ~ ~ 4. Limped Estate ~~ 4a. Future Interest Compromise Iaaro d assn albr lzazazl ~ 5. Federal Estate Tax Return Required
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~ 6. Decedent Died Testate Pnarn mpr dung
~ 7. becedent Maintained a Living Trust (Anach ~ of imap
_ 8. Total Number of Safe DeposO Boxes
m 9. LiBgadon Praeeads Received ~ 10. Spousal Poverty Credit team of seen bahveea tz-st~sL sae I-I-ss) ~ 1 i. Election to tax under Sac. 9173(A) IAnau, scn of
;. I ' ~C st glt CtlMi+LEfi@fir ALL tstlttf3~§I;dNNENC~ ANii bt5t4FItlENt1AL r,4k INFoRMAt1oN sHOULb NE bIRECTf:b to:
NAME COMPLETE MAILING ADDRESS
i MURREL R WALTERS III ESQ
S FIRM NAME (Il Applicable)
;LL-'1 54 EAST MAIN STR EET
p TELEPHONE NUMBER
717/697-4650 MECHANICSBURG PA 17055
OFFICIAL USE ONLY
1. Real Estate (Schedule A) 111
2. Stocks end Bonds (Schedule B) (2)
3. Cbsely Held Corporatlon, ParNership or Sole-Propdetorshlp (3) - _
4. Mortgages 8 Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits 8 Miscellaneous Personal Propedy (5) 12,600.00
(Schedule E)
Z
O 6. Jointly Owned Property (Schedule F) (6)
Separate Bltling Requested
T 1„m..\n,«w T.eoelen A Lherollanmue Nm_pmhala PmmHv f71 - -._ __
F
d
V
Z
O
Q
a
O
V
(Schedule G or L)
i 1. Total Deductions (total Lines 9 8 10)
12. Nei Value of Eclals (Line 8 minus Line 1 i)
13. Chedtabie and Govemmenlal BequestslSec 9113 Tmsla for which an electlon io tax has not been
made (Schedule J)
14. Net Value SubJeet to Tez (Line 12 minus Line 13)
8. To1Al Oros! Assets (total Lines 1-7) (e) 12,600.00
9. Funeral Expanses 8 Administraitve Costs (Schedule H) (9) 4,250.00
10 Debts of Decedent, Mortgage Llabilitles, 8 Liens (Schedule I) (10)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal lax $,350.00 0
rate, or transfers under Sec. 9116 (a)(1.2) X (15)
18. Amount of Llne 14 taxable al lineal rate X (i6)
17. Amount of Line 14 tazeble at sibling refs X .12 (17)
16. Amount of Line ib tazable at collateral rate X .15 (18)
19. Tax Due ~ l19)
Z0.
t<
(t t) 4,250.00
(12) 8,350.00
(13)
(t4) 8,350.00
STREET ADDRESS
Aaaress:
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) 11)
2. CreditslPayments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
Total Credits (A + g + C) (2)
3. InteresVPenally if applicable
D. Interest
E. Penalty
Total InlgresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Llne 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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
contains a beneficiary designation7 ....................................................................................................... ^
Yes
a. retain the use or income of the properly transferred : ...................................:............................... ........ ^
b. retain the right to designate who shall use the property transferred or ifs income : ..............................:. ........ ^
c. retain a reversionary interest; or .............................................................................................. ........ ^
d. receive the promise for life of either payments, benefits or care7 ...................................................:. ........ ^
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 Wst tor' or payable upon death bank account or secudty at his or her death? ......... ........ ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
„~~.
No
^X
0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE
that I hate examined dtis return,
e oersonal reoresenlative is bass
CLYDE A
R
E.SHEAFFER
me best of my knovAedge and ballet, & is We,
Far dales of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of Vansfers to or for the use of the surviving spouse Ls 3%
p2 P.S. §9116 (a) (1.1) (i)].
For dales of death on or after January 1, 1995, the tax rate imposed on the net value of Vansfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ti)].
The statute does not exemot a Uansfer to a surviving spouse Uom tax, and the statutory requirements for disclosure o(assets and filing a tax return aze still appticable 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 Vansfers from a deceased childtwenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
w a sleppazent of the child is 0% [/2 P.S. §9116(a)(1.2)J.
The tax rate imposed on the net value of Vansfers to or for the use of the decedent's lineal beneficiades is 4.5%, except as noted in 72 P.S. §9116(1.2) ]72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12°A ]72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
NEa15M Ex~(t!]I
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SHEAFFER. CLYDE A 21 01 ~~+1
InrAude the proceeds of liligabon and Ne date the proceeds were received by the estate. All property Jolntlyrowned with the right of mrvlyo{ship must be dlecloaeq on Schedule F.
ITEM I I VALUE AT DATA
NUMBER DESCRIPTION nF nFArN
PER APPRAISAL OF FREYSINGER PONTIAC. MECHANICSBURG, PA
PNC BANK CHECKING ACCOUNT # 031312738
10,100.00
TOTAL (Also enter on line 5, Recapitulation) I $
more space is needed, insert additional sheets of the same size)
pEVgS11EY)U-W)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
Debts o(decedent must be reported on Schedule I
SCHEDULE H
FUNERAL EXPENSES 8
ADMINISTRATIVE COSTS
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
L
B. ADMINISTRATIVE COSTS:
~. Personal Representative's Commissions
Name otPersonal Representative (s) RENOUNCED
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. AhorneyFees MURREL R. WALTERS III ESQ
3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant MARY E. SHEAFFER
Street Address 3405 BEDFORD DR
city CAMP HILL state PA Zip 17011
Relationship of Claimant to Decedent WIFE
4. ~ Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
5. I Accountant's Fees
6. ( Taz Retum Preparer's Fees
7.
660.00
3,500.00
90.00
TOTAL (Also enter on line 9, Recapitulation) I ii 4 250 00
(I(more space is needed, insert additional sheets of the same size)
REV-7513 EX~ (4~~~
COMMONWEALTH OF PENNSYLVANIA
INHERVTANCE TAX RETURN
SCHEDULE)
BENEFICIARIES
FILE
NUMBER NAME AND ADDRESS OF PE
1 TAXABLE DISTRIBUTIONS pnclude ou
Sec. 9116
1. MARY E. SHEAFFER
3405 BEDFORD DR
CAMP HILL, PA 17011
WIFE
THROUGH 18. AS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1 B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OFPART II -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)
N(S) RECEIVING PROPERTY Do Not List
spousal disldbu9ons, and Uansfers under
100%
ON
f
ESTATE
COMMONWEALTH_OF_PENNSYLVANIA
<~K __ ~ .~
CERTIFICATION OF NOTICE UNDER RULE 5 6(a)
Name of Decedent: Clyde A. Sheaffer
Date of Death: March 22, 2001
Will No. Admin. No. 21-01-351
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on March 28, 2001.
Name Address
Marie E. Sheaffer 3405 Bedford Drive
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto
Date: 7/10/01
Rule 5.6.(a)
none
Name: Murrel R Walters, III, Esq.
Address: 54 East Main Street
Mechanicsburg, PA 17055
Telephone: (717) 697-4650
Capacity: Personal Representative
x Counsel for personal representative
~~ ~.~ ~ I y COMMONWEALTH OF PENNSYLVANIA C>K
DEPARTMENT OF REVENUE 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX
DEPT. 280601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
HARRISBURG, PA 1712a-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1567 E% AFP (12-00)
DATE 07-30-2001
ESTATE OF SHEAFFER CLYDE A
DATE OF DEATH 03-22-2001
FILE NUMBER 21 01-0351
MURREL R WALTERS III ESQ ~~` ~~ ~ COUNTY CUMBERLAND
ACN 101
54 E MAIN ST Amount Remitted
MECHANICSBURG PA 17055
.,
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEAFFER CLYDE A FILE N0. 21 01-0351 ACN 101 DATE 07-30-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 2,60 0.00 tax payment.
6. Jointly Owned Property (Schedule F) (6l .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 12,600.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 4,250.00
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 4 .250 _ 00
12. Net Value of Tax Return (12) 8,350.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 8,350.00
NOTE: If an assessment was issued previously, lines 14, 15 andior 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) 8,350.00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (lq)= .00
rex roenrrc.
PAYMENT
DATE ECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, 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.)
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
dINTIL COMPLETION ~i /
STAT "
US REPORT UNDER RULE 6.12 d~
Name of Decedent: CLYDE A. SHEAFFER
Date of Death: March 22, 2001
Estate No.: 21-01-351
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
(date)
3. If the answer to No. 1 is yes, state the following:
A. Did the personal representative fill Ia final account with the court?
Yes No SC
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
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 rural or informal
accounts maybe filed with the Clerk of the Orphans' ourt and maybe
attached to this report.
Date: February 12, 2003
MURREL R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
. 717-697-4650
--- Capacity: Personal Representative
_X_ Counsel for Personal Representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 2/07/2003
CLYDE SHEAFFER JR
539 N 65TH STREET
HARRISBURG, PA 17111
RE: Estate of SHEAFFER CLYDE A
File Number: 2001-00351
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/22/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc : / File
Counsel
Judge