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Home My WebLink About01-0383 PETITION FOR PROBATE and GRANT OF LETTERS No. J./" 0/-383 To: ANGELA P. SHEEHAN Estate of also known as Register of Wills for the , Deceased. County of r 11 m b p r 1 6l tl d in the Social Security No. 2 11- 2 2 - 1 2 7 5 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r; C E' S in the last will of the above decedent, dated M EI r c h 3 0 and codicil(s) dated n I a named , 19-2L (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cum b e r I and her last family or principal residence at 2000 Hi g h I and Camp Hill. PA 17011. Lower All~n TownRtlip (list street, number and muncipality) County, Pennsylvania, with Circle, Decendent, then 7 2 years of age, died A p r i 1 g at H R r r ish II r g H 0 s P i r ;::J 1, H ;::J r r ; ,.:: 1, 11 r g _ P A Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: nl a Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 2000 Highland Circle Camp Hill. FA 17011 ,i9r ?OOl. $ 10,000.00 $ $ $ 50,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T est am e n tar y theron. (testamentary; administration c. La.; administration d. b.n.c. La.) "c? 'W" , ~~:I 'V 1\ . ..1.\' I . " ~-< rf1 !J(,O IL/ ;.1 ~fl . .~~ r ~ie~n iT. Gould / ~v _ -03 624 North Third Street t::',= ro 't; S tee I ton. PAl 7 1 1 3 3~ V 4... 50 ~ t:: 0/) Vi ~-' - j ..... ')" ,./i;. . 1!1/l}'7i \\:'.ill A/1J\'hJ.,#r Ann L. Shughart. .' 234 Walnut Street CRrliRlp, PA 17()13 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I S'" COUNTY OF _ CDHf.ill...RLAND J ~ 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 belie] of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will wena~d truly ':ld01inister the estate aCJording to law. Sworn to or affirm5P and subscribed { { /;~ (;)~6hdc4n-1);{ql",~ before-me this /~ day of Ann L. Shu hart . ~. ~ cX.!Jdl ~ "n~t'~ t!.a.,u;;;.,~ ~~ ,. ~ / 0.' - .J 1. '-/ --3 Regist r ~ No. 21-01-383 Estate of ANGELA P. SHEEHAN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW A p r i 1 17th x}(9S 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Ma r c h 30, 1976 described therein be admitted to probate and filed of record as the last will of Angela P. Sheehan and Letters T est am e n tar y are hereby granted to Ann L. S hug h art and Kat hIe en T. Go u 1 d 7/7~{? ~ ~.~a. ~Lb?~/~~ Register of Wills FEES P b L E $ 115.00 ro ate, etters, tc.......... Short Certificates( 3) . . . . . . . . .. $ 9.00 ~n ~.S:J;U. .~1\.G~. . .. $ 3.00 JCP $ 5.00 TOTAL _ $ 132.00 Filed . A1~:q.J. .~? 1 . .2.QQ ~. . . . . . . . . . . . . . . . . Dale F. Shughart, Jr. ATTORNEY (Sup. Ct. 1.0. No.) 19373 35 East High Street, Suite 203 ADDRESS Car 1 is 1 e, PAl 7 0 1 3 (717) 241-4311 PHONE CALLED ATTORNEY APRIL 17, 2001 i hi' is to certify that the information here given is correctly copied from an original certific~lte of death du!~ filed with me as I ' R 'The original cerrificate will be forwarded to the State Vital Records Office for permanent hlmg, ,(h::l ~ egistrar. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificare, $2.00 p 7296140 No. /) ~~-/ U~,<"V /'J( '744~r- Local Regisrra r APR 1 0 ZOOl Date {ev 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (f;~.dc.e. l'" --~--_.- 1. Angela Pauline Sheehan AGE (Lasr Bw1I>Oay) UNOER I YEAR UNDER I DAY ~ Daya Houra Minut.. SEX 2. female BIRTHPlACE (CoIy aAd SlaJe '" F "''''9'' Country, PlACE OF DE,(fH ~Cl>ed< ""'" 0"" -- >ee ,nSlrUCloOnO on _, _I HOSPITAL; Inpatient !8J ~ 0 ="YID .. ':tis. .. COUNTY OF DEAl"H ". ,.. ~.. Dauphin -. DECEDENT'S USUAl OCCUP.(fl()N '4 (~~.:":Oo::'::~:f :;:I1L Homemaker tnl. Domestic ... DECEDENT'S MAILING AOOAESS (SUeeI. CotyI1Own, s... Zip Code) DECEDENT'S ~ 2000 Highland Circle ~~~ Camp Hill, PA 17011 ~~~~ 7 2 v... Ie. 17a, Slate STATE FilE NUMBER SOCIAL SECURITY NUMBER 3.211 - 22 1275 white MARITAl SWUS . Mamad N_ Married, Widowed. o.-ced (Speeoly) 14. widowed 17C.j8J _,_1IvecI1n SURVIVING SPOUSE (~ ....., gr.. m-. """"'I '" _ FRHEA'S NAME (Fi"t. MtodIe, Lasl) II. Santo Paoletti JINFOAMANT'S NAME (T ypeiPTinl) ZOL Ann Shughart <II METHOD OF DISPOSITION ~ D 8uneI D Cr_ion ~ RemowiIIlrum Sla.. D ..i DonaIIon Other (SpeeoIy1 ;'II21L ': SlGNArURE OFFUNEFW. "jj.. ~ ileIM23a-c onIy__ ~ pIIyaiciM . ... aIf8iIatlle at ...... 0 ~-"'Y _elf deetIl. 0IcI dacedenl M." Cumberland -.ship? 17...0 ~~.=o, MOTHER'S NAME (F..l, M<OdIe, Malden Sulname) 1.. Anna Bruno INFORMANT'S MAlUHO AOORESS (Str.... CICy"'->. Slate, Zip Code) 234 Walnut Street, Carlisle, PA 17013 PlACE Of' DISPOSITION" Name 01 Cemet8IY. C.emalOly LOCRION "CilylTown, Stet.. XIp Code Of OIlIer Place 21c~on-O-Lite Crematory 21d.Schaefferstown, PA 17088 NAMEANOAOORESSOFFAClLITY Part emore FH & CS, rnc. UcP.O. Box 431 New Cumberland PA 17070-0431 LICENSE NUMBER DATE SIGHED (MclnI\. Day. 'liar' l?b. Coun 2001 =.... 2+28_ be completed by ~per-.wfIo~dNIh. - ...aJIATE CAUSE (F.... '-01 concJiIoon -='-*'11 III ClMIh)- .. ~ SequentieIy... ~ == II Mr. .....10-..... ~_. EM. UNDeJLYINQ -= CAUM (o.-Of """,,y '=ht....... _ ':'-*'11 III '*'>1 LAST -. ';~AN AUlOPSY WERE AUlOPSY FIHDINGS ~PEflFOAMED? ~~~SE - Of' DEAI"H? ~;;U~~\'c: >koct / {I'Y OSoi,W DUE 10 AS A CONSE04ENCE Of): f ~~~~ E DUE 10 COR AS A CONSEOUENCE Of): DUE 10(00 AS ACONSEOUENCE Of): MANNER OF DEATH DATE OF INJURY cW' (Mcnitt Day. '*ar) Hat..... Homicide 0 Accident 0 Pendong Inveati;allon 0 Suocide D Could ... be cletarmrne<l 0 ."i _DNolii' VM D NoD 2IL 21b. CERT.... (Check only one) -CERTIFYING PHYSICIAN (Physoclilfl ce,,"y"'9 cause d "'all1 ""'en anOll1er plWSICoan l1i1s pronounced deall1 ana ccmplele<ll1em 23) To_ _or"" 1lnowleclge,.a",occuned_lDthecau..(llandmann.. a. Itetecl. ...............',.......,....,........"... 29. -J: .i i .;:::o'::':y,,==:~~:=~";.,~:~": :~.~~~~;~~ =~:''''::::~=~~s:.tma:::.\,.. ...teel.. . . .. . . . . . . . . . . . . , . . . . . .. -.; -~ -UEDlCAL EXAMINER/CORONER On 1M beala of .......l...tlon and/or lnY..liV"lion, in my opinion, d.alh occurr.d al lhe time, dat., and pile., and du.'o lhe c.uM(.llnd _ -.... .teted.. . . . . . . , . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . , . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . . ]".~~~ 133 ~ I~/I~/r/l Iwp c:ily~, 'MS CASE REFERRED TO MEDICAL EXAMINERlCORQNEA? YufJ b 1=":D. NoD 21. I Approxim.t. I interYIIlletwMn : _1IlCI clee\Il I I I PART": Other Iignillcent CIIX1dIIiana contriIlutlng 10 deetII. lIuI ... rnullIn9 in \he uncIIIIyinQ _ gNen in PART I, TIME Of II<UURV II<UURV 111 WORK? DESCRIBE HOW II<UURY OCCURRED. Yea D NoD 34. . .. . .~ 21-01-383 LAST WILL AND TESTAMENT OF ANGELA P. SHEEHAN I, ANGELA P. SHEEHAN, widow, of 2000 Highland Circle, Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my just debts and funeral expenses shall be paid from my Estate as soon as practicable after my decease, as a part of the administration of my Estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate in equal shares to my three (3) children, Ann L. (Sheehan) Shughart, Kathleen T. (Sheehan) Gould, and Russell J. Sheehan, Jr., pro- viding that the s~re of any child who predeceases me or dies on or be- fore the thirtieth day following my death shall be distributed to his or her issue per stirpes living on the thirty-first day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other children. ITEM III: Should anyone of my said children desire to purchase my real property situate at 2000 Highland Circle, Lower Allen Township, Cumberland County, Pennsylvania, such child may so purchase the same from my estate. The fair market value of my said property for such purchase shall be determined by the obtainment of an appraisal from a qualified M.A.I. Real Estate Appraiser, which fair market value, minus the real estate broker's commission which would otherwise be incurred, shall be the price to be paid by such child to my estate. Should more than one of my said children desire to purchase my said property, the same shall be sold to the child willing and able to pay the largest sum over and above the fair market value, determined as set forth herein, to my estate. ITEM IV: I appoint National Central Bank, of Harrisburg, Pennsylvania, (21 ~ 0; 1/7 /! ,'" .? r7x/ /J~ /' , S"':.~'-r(.. Lt ,,"t~J . ~. . Guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a Guardian and have not otherwise specifically done so, provided that this appointment of a Guardian shall not supersede the right of any fiduciary in its dis- cretion to distribute a share where possible to the minor or to another for the minor's benefit. Such Guardian shall have the power to use principal I as well as income, from time to time for the minor's support, welfare and education (including college education, both under-graduate and graduate) without regard to his or her parent~ ability to provide for such support, welfare and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I appoint my two daughters, Ann L.(Sheehan) Shughart and Kathleen T. (Sheehan) Gould, or either of them, Co-Executrices of this my Last Will and Testament, but should neither of them qualify, then I appoint National Central Bank of Harrisburg, Pennsylvania, as Executor of this my Last Will and Testament. ITEM VI: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Ii o'U.f day of //{ tL.~ lv , 1976. t? 'l.dL~ (SEAL) P.. heehan The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the Testatrix, was on the day and date hereof signed, published and declared by ANGELA P. SHEEHAN, the Testatrix, herein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. , ;2 ../ ~~ //~/ . '---f /.7 d..> / ~ (--'':J \-.. /C"'~~ ~ ~~~J ff~~. r- REGISTER OF WILLS OF CUMBERLAND COU OA TH OF SUBSCRIBING WITNESS dicil presented herewith, ( ch) being duly qualified according to present and saw 21-01-383 (each) a subscribing witness to the law, depose(s) and say(s) that signed as a witness at the ce of each other) (in the presence of the the testat , sign the same and that request of testat_ in h other subscribing witness(es)). Sworn to or affirmed and subs me this (Address) Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Dale F. Shughart. Jr. and Russel] T Shpph,qnJ Tr (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that the y are familiar with the signature of An E p',q p ~ 1-1 p p 1-1 ~ n , XCX)diJ.:iX test at r ix of (@ti€x~fX}{~~~~ngx~~xexxto~ the will presented herewith and xau4kKx that the Y believes the signature on the will is in the handwriting of Angela P. Sheehan to the best of ~~ i l'__ knowledge and belief. . Shughart, Jr. Sworn to or affirrqed and subscribed before vv me thiS.~ / ~ day of t Z<.JJ ~~ L:YJilty {I, ~~ jU~. t! 12. J4C~ tJtJ.f'df Register 17013 J. Sheehan, Jr. 193.iLKent Drive _ (Addre~fmp Hill, PA 17011 E. ---- , CERTIFICATION OF NOTICE UNDER RULE 5.6{a) Name of Decedent: Angela P. Sheehan Date of Death: April 91 2001 Estate No. 21-01-383 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans I Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 181 2001. Name Address 1. Ann L. Shughart 234 Walnut Street Carlislel PA 17013 2. Kathleen T. Gould 624 North Third Street Steeltonl PA 17113 3. Russell J. Sheehanl Jr. 1934 Kent Drive Camp Hilll PA 17011 Notice has now been given to all persons enti tIed thereto under Rule 5.6(a) except None Date: April 181 2001 ~~* 35 East High Streetl Suite 203 Carlislel PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative ~ IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Angela P. Sheehan, deceased Estate No. 21-01-383 TO: Ann L. Shughart 234 Walnut Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Angela P. Sheehan, died on the 9th day of April, 2001, at Harrisburg, Dauphin County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Ann L. Shughart 234 Walnut Street Carlisle, PA 17013 (717) 249-4279 Kathleen T. Gould 624 North Third Street Steelton, PA 17113 (717) 939-1781 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 1701~. Phone No- 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Capacity: cx~z!0s[~ Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Date: April 18, 2001 " IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Angela P. Sheehan, deceased Estate No. 21-01-383 TO: Kathleen T. Gould 624 North Third Street Steelton, PA 17113 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Angela P. Sheehan, died on the 9th day of April, 2001, at Harrisburg, Dauphin County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Ann L. Shughart 234 Walnut Street Carlisle, PA 17013 (717) 249-4279 Kathleen T. Gould 624 North Third Street Steelton, PA 17113 (717) 939-1781 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013 Phone NOe 717-240-6345 A copy of the Will or Petition may be obtained by contacting :::e~eg::::: ::,w~~~: and~~~ duplication. Dale F. Shug art,. Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative .. IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Angela P. Sheehan, deceased Estate No. 21-01-383 TO: Russell J. Sheehan, Jr. 1934 Kent Drive Camp Hill, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Angela P. Sheehan, died on the 9th day of April, 2001, at Harrisburg, Dauphin County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Ann L. Shughart 234 Walnut Street Carlisle, PA 17013 (717) 249-4279 Kathleen T. Gould 624 North Third Street Steelton, PA 17113 (717) 939-1781 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Capacity: ~ufZ!17 Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Date: April 18, 2001 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 SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 ___uU_ fold ESTATE INFORMATION: SSN: 211-22-1275 FILE NUMBER: 21-2001- 0383 DECEDENT NAME: SHEEHAN ANGELA P DA TE OF PAYMENT: 07/06/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/09/2001 NO. CD 000025 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,847.50 I I I I I I I I I TOTAL AMOUNT PAID: $3,847.50 REMARKS: ANN L SHUGHART C/O DALE SHUGHART ESQUIRE CHECK# 118 SEAL INITIALS: VZ RECEIVED BY: REGISTER OFWILLS MARY C. LEWIS REGISTER OF WILLS 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 SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 ____u__ fold ESTATE INFORMATION: SSN: 211-22-1275 FILE NUMBER: 21 - 2001 - 0383 DECEDENT NAME: SHEEHAN ANGELA P DATE OF PAYMENT: 09/27/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/09/2001 NO. CD 000318 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $360.62 I I I I I I I I TOTAL AMOUNT PAID: $360.62 REMARKS: ANN L SHUGHART C/O DALE F SHUGHART JR CHECK#134 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS /0-,;L)t) _3 ,-", l j; 'No.1.U.""'. *' REV-1500 OFFICIAL USE ONLY INHERITANCE TAX RETURN FILE NUMBER COMMONWEAlTM OF PENNSYLVANIA DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 01 0383 OEPT.28Ol501 HARRISSURG. PA 17128-0601 COUNTY CODe YEAR NUMBER i DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAl. SECURITY NUMBER i Sheehan, Angela P. 211-22-1275 ... z ! ""'0' . n, j """ THIS RETURN MUST BE FILED IN DUPUCATE WITH THE w c i 04/09/200 I i 11/16/1928 w REGISTER OF WILLS lrl , w ... ~"" uii2:ll:: w~g :Z::~...l O~.. ~ " c ! (IF APPLICABLE) SURVIVING SPOUSE S NAME ( LAST, FIRST AND MIDDLE INITIAL) C/ SOCiAl SECURITY NUMBER , , i [] 3. Kemalnder Helum IClate Of C1eam pnor 10 1Z-1;H:1;l) [J o 1. Original Return [] 2. Supplemental Return [J [J [J 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a'Living Trost (Attach copy of Trusl) 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95 8. Total Number of Safe Deposit Boxes ... z w c z c ~ AME Dale F Shughart, Jr. Esquire , tRM NAME (If applicable) JrELEPHONE NUMBER 717/241-4311 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 5. Federal Estate Tax Return Required [J 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 35 E. High Street, Suite 203 Carlisle, PA 17013 (1) 86,000.00 OFFICIAL USE ONLY .... (2) 4,230.56 (3) None (4) None (5) 28,570.77 (6) 116.91 (7) None (8) 118,918.24 (9) 19,202.87 (10) 1,701.67 . 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z c " :l " ... ~ " lrl ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) (12) 20,904.54 98,013.70 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (13) (14) 98,013.70 4,410.62 4,410.62 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 16.Amount of Line 14 taxable at lineal rate 98,013.70 .045 (16) 0 x g 17. Amount of Line 14 taxable at sibling rate (17) ~ x .12 '" c u S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) Copyrlghl2000 !onn software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-40) .. Decedent's Complete Address: STREET ADDRESS 2000 Highland Circle CITY Camp Hill ISTATE PA IZIP 17011 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;""""""""""""""""""""."""".""""""""""""." 0 IllI b. retain the right to designate who shall use the property transferred or its income:................................ 0 1m c. retain a reversionary interest; or............................................................................................................ 0 a d. receive the promise for life of either payments, benefits or care? .......................................................... 0 a 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................. ................... .......... ........... ...................... 0 a 3. Did decedent own an "in trust for" or payable upon death bank account or seaJrity at his or her death?..... 0 B 4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which contains a beneficiary designation?... .... ............................................ ................ ............................................ 0 a IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credllslpayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3,847.50 202.50 Total Credits (A + B + C) 3. Interest/Penalty If applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA. This Is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 4,410.62 (2) 4,050.00 (3) 0.00 (4) (5) 360.62 (SA) (58) 360.62 234 Walnut Street Carlisle, P A 17013 624 North Third Street Steelton, P A 17113 35 E. High Street, Suite 203 Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse Is 3% [72 P.S. ~9116 (a)(1.1)(1)]. 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 exemot a transfer to a survlvin9 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. 59116 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% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in oommon with the decedent, whether by blood or adoption. . SCHEDULE A REAL ESTATE COMMONWEALTli OF PENNSYlVANIA INHERITANCE TAX REnJRN RESIDENT DECEDENT ESTATE OF Sh han An I P ee, gea. I FILE NUMBER 21-01-0383 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would tie exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property whlcli Is Jolntly-owned wltn rtght of survivorship must lie disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 86,000.00 Lot with one-story dwelling house located at 2000 Highland Avenue, Camp Hill, (Lower Allen Township), Cumberland County, PA 17011, Tax Parcel #13-23-0549-44. Based upon actual sale price of $86,000. Copy of Deed and HUD-I attached. TOTAL (Also enter on Line 1, Recapitulation) 86,000.00 Tax Parcel No. 13-23-0549-44 THIS INDENTURE, r;L MADE THE J"7 day of August in the year of our Lord two thousand one (2001). BETWEEN ANN L. SHUGHART and KATHLEEN T. GOULD, co-Executrices of the Estate of Angela P. Sheehan, deceased, late of Lower Allen Township, Cumberland County, Pennsylvania, herein called the Grantors, and Allen the JACK D. BOWER AND ANNA M. BOWER, husband and wife, of Lower Township, Cumberland County, Pennsylvania, herein called Grantees WHEREAS, the said Angela P. Sheehan, Widow, became, during her lifetime, seised, in fee, of a certain tract of land, together with the improvements thereon erected, situate in Lower Allen Township, Cumberland County, Pennsylvania, and more particularly described hereafter; and WHEREAS, the said Angela P. Sheehan, being so thereof seised, died on April 9, 2001, having made her Last Will and Testament in writing dated March 30, 1976, duly probated and filed in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, on April 17, 2001, Estate No. 21-01-383 and in Item V of which Will she appointed as co-Executrices, her two daughters, Ann L. Shughart and Kathleen T. Gould; and WHEREAS, Letters Testamentary in the Estate of Angela P. Sneehan were issued by the Cumberland County Register of Wills on April 17, 2001, to her two daughters, Ann L. Shughart and Kathleen T. Gould, without the requirement that any Bond be posted, which Letters Testamentary remain in full force and effect; and WHEREAS, Section 3351 of the Probate, Estates and Fiduciaries Code (20 Pa.C.S. 3351) gives the personal representative the power to sell at public or private sale any real property not specifically devised; and WHEREAS, the herein described real property was not specifically devised; NOW THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration of the sum of Eighty-six Thousand ($86,000.00) Dollars, to them in hand paid by the said Grantees at or before the sealing and delivering hereof, receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, released, confirmed and conveyed and by these presents do grant, bargain, sell, alien, release, confirm and convey unto the said Grantees, as tenants by the entireties, their heirs and assigns; ALL THAT CERTAIN lot or piece of ground with the buildings and improvements thereon erected, situate in Lower Allen Township, Cumberland County, Pennsylvania, being known as Lot ~o. 37-A, Block "A" on plan #6 of Highland Estates Development made by D.P. Raffensperger, Registered Surveyor, Lemoyne, Pennsylvania, dated June 9, 1950, and recorded in Plan Book 4, Page 110, more fully described as follows: BEGINNING at a point on the northeasterly side of Highland Circle 50 feet wide at the distance of 69.91 feet measured northwestwardly along the northeasterly side of Highland Circle from the northwestern most terminus of a radial round corner connecting the northeasterly side of Highland Circle with the northwestwardly side of 20th Street, 50 feet wide; thence in a northwestwardly direction along the northeastwardly side of Highland Circle on the arc of a circle on a line curving to the left having a radius of 104.81 feet the arc distance of 50.00 feet to a point; thence extending northeastwardly 135.57 feet to a point; thence extending southwardly 60.00 feet to a point; thence extending southeastwardly 51.25 feet to a point; thence extending southwestwardly 100.93 feet to the northeastwardly side of Highland Circle, the first mentioned point and place of BEGINNING. Known and numbered as 2000 Highland Circle, Camp Hill, Pennsylvania 17011. BEING the same premises which Carl W. Smith, Widower, by his deed dated November 7, 1969 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "L", Vol. 23, Page 472 granted and conveyed unto Angela P. Sheehan, Widow. TO HAVE AND TO HOLD the said tract of land above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Grantees, their heirs and assigns, forever. AND the said Grantors, for themselves and their heirs and assigns, do for their own acts only, covenant, promise and agree to and with the said Grantees, their heirs and assigns, that they, the said Grantors, have not heretofore done or committed any act, matter or thing whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantors have caused this Indenture to be duly executed and their seal to be hereunto affixed the day and year first above written. Witness: oU f ~~ rJJI/ ~ ..!~. t:: [SEAL] Ann L. S ghart, o-Executrix Estate of Angela P. Sheehan, deceased tlil~ Jj II--f1O J.Q~ ..) j. [SEAL] r ~~en T. Goo d, co-Executrix Estate of Angela P. Sheehan, deceased COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND -pL On this, the 17 day of August, 2001, before me, the undersigned officer, personally appeared Ann L. Shughart and Kathleen T. Gould, co-Executrices, of the Estate of Angela.p. Sheehan, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. . /~ olJd2f r., _ [SEAL] NOTARlALlEAl DALE F. SHUGHART. JR.. NOTARY PUBUC CARUSl.E IIORO. CUMBERI.AND COUNTY. PA MY 'XlI" ISSION EXPlFIE8 JANUARY.. 2005 . '''I. A, i U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 'nFHA 2.QFmHA '-DCONV, UNINS, '.oVA 5,OCONV, INS, SETTLEMENT STATEMENT I", 0133<l I" I", o ,N. CA." NUM."", I c, Nu,e' This fonn Is furnished to gwe you 8 statement of actusl settlement costs. ArnOlmls paid to end by the sell/ement agent ere shown. /ferns marked 7POCj" were paid outside Ihe closing; they ere shown here fOf' InformatiOnal purpoS&3 and li1ll' not Included In 'he !otels. " ,., fOt330pfdKl1330(14) u, NAM<, <, Jack D. Bower and The Estate of Angela P. Sheehan CASH Anna M. Bower G. PROPERTY LOCATION: H. SETTLEMI!:NT AGENT: 25-1876915 I. SETTLEMENT DATE: 2000 Highland Circle Keystone Land Transfer, Ltd, campHi1l. PA 17011 Augusl17, 2001 Cumberland county, Pennsylvania PLACE OF SETTLEMENT 3425 Ma"'et Street I CampHl1f. PA 17011 " 'V" , '"AN'A" IIUN lOU, GRO", , 14Uu, , onra ,e, flee onrse ,e, nee arsons rope y ersons (ope y e ernen arges 0 orrower ,1>6 us me/l s or/rems 8/Cftfy e Or/riB snce ~us mems ror flems palo tJy ~eller In advance I y own axes 0 ly own axes 0 oun~ axes 120," oun y axes 0 "" 0 4lJO.::iC 00118X Ul:SIl (fUl 0 UflUlIU:l lOb," ewe~ e use 0 4U1::I. ~ewem'(e'use U0/1IIU1 10IU/UlIU; ",U, 120. GROSS AMOUNT DUE FROM BORROWER 89,165.43 420, GROSS AMOUNT DUE TO SELLER 86,920.18 ~POSI or earnes money , , xcess pOSI ee nsrUClons nncpa moo" 0 ew oan s ~ e emen arges 0 ." '"" 2U3, Ksng ,n~s) taken subject 10 X 5 lllg oanlS) laken sUb/ecllo ayo 0 IrS o gage 2"" 0' " g,g 2UI, ~ (UeposlI 0150. as proceeds} AOJusrmenrs or Items unpa/ y " r ~us men s or "ems unpalo tJy ;jeller y own axes 0 ::ownaxes 0 ouny Taxes 0 . ny laxes '0 " 0 , " 0 m, :m: ,,", 510, 220. TOTAL PAID BY/FOR BORROWER 1,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 7,503.82 ~ , ~ ;3U1. lifOSSAmOu~et'rom OHO'Ne\" me ~ ross Amount uue 0::ieller{L1ne4:lU) . ess. moun at y or orrower lIle ' ." e uClons ue ." ,"e 303. CASH ( X FROM) ( TO J BORROWER 1l6,165.13 603. CASHf X TO)( FROM) SELLER 79,416.36 OMB NO 2S02 0265 ..... The undersigned hereby acknowledge receipt of a completed copy 0' pages 1&2 0' Ihls slalement & any allachmenls referred 10 herein. Booower .J J?. JackD. r >&m'1 WI 16,,,,,,,, I . a. Bower Sener BY' e enl ~~~ ' wI Sflcreryre fir ~ $ L. SETTLEMENT CHARGES 66,000.00 @ 6.0000 % 5,160.00 PAlOFPCM eOAROWER'S FUNDSAT SIHTLIO"'ENT 100. ase on fee mmlSSlon I S FoImws: o xeayiSi5Clles,nc. o ruela opson miSSion ill a e e en ransa ae , e y VISIOOQ fU'. . 7ll'. 8UO. e 'LU o o o o o 10 o 00" 00" nglna Ion ee scoun Isa eo "c eo o age Ins. App. Fee U Ion e .... < IU.. 901. lnti!ms\ From 10 . ~e n urance remlU or . aifr;f nsurance rem,um or @$ moo 0 years 0 Iday ( 1 . "TiMr Hazard Insurance TllUf Of gage nsutance I own axes n axes 1005. SChoor lax 1007. \~. 1 1101. Settlement or Closing Fee 1102. s or I e eate Ue xam nallon e nsurance n at men reparalon o ry ees orneys ees rnc~u a Dve I em num 's: , oce 111 58 \f6lemnum et overage rs erage oslng t ec Ion e ar 10 o o o o o o ,e ug a f;-Jr. , Esq. o eys one an rans at, norseme~ m. 1201. Recording Fees: Deed $ 1'2ll!.':' y 000 y all mp: !1N a e ax mps: 25.50; Mortgage $ evenue amps ; 0 g ge ..". 1301. Survey 10 Blscon land Surveying Co. Inc. hiii. Pesllnspec Ion 85 tT3iri. 00 3)( 10 ary nn nOf arran y 0 me can 'JIJ~. all ~ens 10 Alice U"Neill 1400. nter on LTnes~,-sec1JOn an 8y'ignIngPllU' 1 0 Ihl'OI~lelfll't'l"lh"~lgn~IOri...",,~n"""~~<ifi~~ ~ e Certified to be a lrue copy. eS,lnc. days %) pe' pe' pe' p" pe< p, p,,, pe' 'cy Releases S 8clon K) 2,245, --\~7' l11lY^-Jo ~dv, 1\8 'SIMe L.na ranSfer, Lla; Selllemenl Agenl "-, PI\IBFflOM SEllEn's FUNDS AT SETTLEMENT 25.50 --..ro:m 600.00 --.:00 .82 1013311/013311114' . SCHEDULE B STOCKS & BONDS COMMONVl/EAl..TH OF PENNSYLVANIA INHERITANCE TAX RfTURH RESIDENT DEceDENT ESTATE OF Sheehan, Angela P. I FILE NUMBER 21 - 01 - 0383 All property jointly-owned with right of survivorship must be dlsclossd on Schedule F. ITEM \' DESCRIPTION NUMBER I ' 379.342 shares Prudential Municipal Bond Fund, Insured Series, Class A, Account #3900153579 at 11.11 persh.re =4,214.48. x dividend = 16.08. UNIT VALUE 11.11 VALUE AT DATE OF DEATH 4,230.56 TOTAL (Also enter on line 2. RecapltulaUon) 4,230.56 <B Prudential Prudential Mutual Fund Services LLC P.O. Box 809B, Philadelphia, PA 19101 May 3, 2001 Dale F. Shughart, Jr. Attorney at Law 35 East High Street Suite 203 Carlisle, PA 170B Re: Estate of Angela P. Sheehan Dear Mr. Shughart, My name is Gina Gagliardi and I am writing in response to your request for the account value of Angela P. Sheehan's Prudential mutual fund accounts. As of April 9, 2001, the value of the Prudential Municipal Bond Fund: Insured Series:Class A account number 3900153579 was $4,214.48. The share balance was 379.342 at a price of$Il.l1 per share. In addition to the Letters Testamentary, we will require a letter of instruction from the executors and a certified copy of the death certificate. Should you have any further questions regarding this account, please feel free to contact our Customer service Department at 1-800-225-1852 between the hours of8:00 am and 8:00 pm eatsem time Monday through Friday. Sincerely, ~G.. G'I'd' ma ag lar 1 Customer Service Specialist *' SCHEDULE E CASH, BANK DEPOSITS. & MISC. PERSONAL PROPERTY CQl.AMONWEAl.Tt'o OF PENNSYl">>!IA. INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21-01-0383 ESTATE OF Sheehan, Angela P. Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jolntly-owned with the right of survivorship must be disclosed on schedule F.. . DESCRIPTION VALUE AT DATE OF DEATH 0.00 ITEM NUMBER I Clothing and personal effects. 2 Household goods, furniture and furnishings valued in accordance with attached appraisal of Chuck Bricker, auctioneer. 1,160.00 3 AllfIrst Checking Account #0077435117 Principal- 9,399.57 Interest - .70 9,400.27 4 Waypoint Bank, CertifIcate of Deposit #516030608. Principal. 15,665.63 Interest - 248.60 15,914.23 5 Capital Blue Cross, refund of premium 212.30 6 Prepaid Tax proration on sale of real estate. 887.16 7 Prepaid sewer and refuse proration on sale of real estate. 33.02 8 Comcast , tv cable refund 11.47 9 Department of Veterans Affairs, reinstatement of fmal benefIt. 911.00 10 TV Guide, refund 41.32 TOTAL (Also enter on Line 5, Recapitulation) 28,570.77 APPRAISAL Personal Property of .41/.9f-J./1 SRcc)?:f)) J<6bb HI.91(~l./d c lr<ct.-CC4HfJ .#/4. f Appraised by Chuck E. Bricker AU094-L Date ITEM VALUE ITEM 66D 70 (Jf) ;Z /) 00 () Co /60 cl> 70 lib / ()o, Co Oil iii allfarst May 2,2001 Dale F. Shughart, Jr. Attomey At Law 35 East High Street Suite 203 Carlisle, PA 17013 AlIfirst Financial Center N.A. 1>0. Box 900 MiII,boro. DE 19966 RE: Estate of Angela P. Sheehan Date of Death: AprU 9, 2001 Social Security Number. 211-22-1275 Dear Mr. Shughart: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following account. Account Type........................... Relationship w lInt. Checking Account Account Number....................... 0077435117 Ownership {Names of)............... Angela P. Sheehan Opening Date........................... 09/28/78 Closed Balance on Date of Death.........$ 9,399.57 Accrued Interest $ .70 Total.................................. .....$ 9,400.27 This letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of Wliform transfers, representative payee, or trustee under a written trust agreement. We hope t111~ hlionnation !;::. su.ffi.c~::'..:~t 'for :-l::~T n:c;o, Please ~1~bct us for p.!~..!:er inquiries. Sincerely, .?tr,t!. ~~ Mary Anne Macielag Associate rlers (302) 934-2240 Y'IWayRqt"Kt LOOK FOR US. WE'LL GET YOU THERE. DALE SHUGHART JR 35 EAST HIGH ST CARLISLE P A 17013 The information which you requested on the ANGELA SHEEHAN DECEASED (Social Security Number 211-22-1275) is as follows. Account Number(s) 1750004850 516030608 Class of Account SAVINGS CERTIFICATE Date Opened 030692 100482 Principal Balance 233.72 15665.63 Accrued Interest .10 248.60 Balance at Date of Death 233.82 15914.23 Account Ownership Name of Joint Owner, if any JTO ANNSHUGHARl" SOLE Date Ownership Was Established 030692 100482 Additional Information Requested PLEASE COMPLETE W-9 Sincere~ 1~. ~1:;t Senior Services Rep. P.O. BOX 1711. HARRISBURG. PeNNSYLVANIA 17105-1711 Toll FreE I-B66-WAYPOINT (1-866-929-7646) . www.waypointbank.com *' SCHEDULE F JOINTLY -OWNED PROPERTY COMMONWEALTH OF PENNsYlVANIA INHERITANCE TM RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 01 - 0383 If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G. ESTATE OF Sheehan, Angela P. SURVIVING JOINT TENANT(S) NAME A Ann L. Shughart ADDRESS . RELATIONSHIP TO DECEDENT Daughter 234 Walnut Street Carlisle, P A 17013 JOINTLY OWNED PROPERTY: I A i IOF !,nclUde name of financial institution and bank account number DATE OF DEATH D~C~S DA~~0i'~TH or similar identifying number. Attach deed for jointiy-held real VALUE OF ASSET INTEREST DECEDENrS INTEREST ,estate. 10310611992 Waypoint Bank Savings Account #030692 Principal- 233.72 1nterest - .10 233.82 50%1 116.91 ITEM NUMBER LETTER 'I DATE FOR JOINT MADE TENANT I JOINT TOTAL (Also enter on line 6, Recapitulation) 116.91 *' SCHEDULE H FUNERAL EXPENSE5 & ADMINISlRA11VE COSTS COUMONWEALTH OF PENNSYLVANIA INHERITANCE TAl( RETURN RESIDENT DECEDENT ESTATE OF Sheehan, Angela P. I FILE NUMBER 21-01-0383 Debts of decedent must be reported on Schedule I. n. ITEM I DESCRIPTION NUMBER A. I FUNERAL EXPENSES: ... Parthmore Funeral Home, fuueral bill. I I AMOUNT 1---- 2,986.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Year(s) Commission paid Attorney's Fees Dale F. Shughart, Jr. (estimated) Zip 2. 6,510.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Stale Zip 4. 243.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Register of Wills, Short Certificates. 9.00 2 Chuck Bricker, appraisal fee. 50.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) i I 't-. 9,404.87 19,202.87 . SchecUe H FtnlI'aI...'qJ6I1s B S & Ad ,IinIllbcdi1l9 CaE CXlI1tiooed COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sheehan, Angela P. I FILE NUMBER 21-01-0383 3 Register of Wills, file Inventory and Inheritance Tax Return. 25.00 4 Postmaster, certified mail 14.50 5 Recorder of Deeds, photocopy. 1.00 6 ! Bonnie L. Coyle, notary fees. 20.00 7 Recorder of Deeds, realty transfer taxes. 860.00 8 Biscon, property survey 600.00 9 'Mary Ann Prior, 2001 - 2002 school district real estate taxes. 879.82 10 Ann O'Neil, Tax Certification. 4.00 11 ReMaxffhompson Woods, realtor's commission. 5,160.00 12 Terminex, pest control. 91.16 13 PA Water Co., water bills 45.06 14 PP&L, electric bills 59.78 15 Verizon, phone bills 48.84 16 UGI, gas bill 82.79 17 AT&T, phone bills 12.92 18 Ann Shughart, reimburse out of pocket expenses, mileage, long distance telephone, postage, etc. 250.00 19 Kathleen Gould, reimburse out of pocket expenses, mileage, long distance telephone, postage, etc. 250.00 20 Reserve, fees for preparing Fiduciary Income Tax Returns and cost of Account. 1,000.00 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ~n\OFPEMNS't\..VMM. INHERITANCE TAX RETURN RESlDE.NT DECEDENT ESTATE OF Sheehan, Angela P. I FILE NUMBER 21-01-0383 Include unrelmbursed medical expenses. ITEM NUMBER 1 DESCRIPTION AMOUNT 331.43 Mary Ann Prior, 2000 county and township taxes. 2 Blair, credit card balance due. 191.55 3 Lower Allen Township, sewer and refuse 74.25 4 UGI, gas bill 40.00 5 PP &L, electric bill. 40.69 6 Verizon., phone bill. 54.30 7 PA Water Company, water bill. 31.49 8 US Department of Veterans Affairs, refund monthly payment. 911.00 9 Holy Spirit Hospital, medical bill. 12.77 10 AT&T,phone 14.19 TOTAL (Also entar on Une10, Recapitulation) 1,701.67 . SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENNSYlVANiA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECENlNG PROPERTY I FILE NUMBER 21 - 01 - 0383 RELATIONSHIP TO AMOUNT OR SHARE "" ~.:~EDENT OF ESTATE ESTATE OF Sheehan, Angela P. I. TAXABLE DISTRIBUTIONS (include outright spousal disbibutions) Ann L. Shughart 234 Walnut Street Carlisle, PA 17013 Daughter one-third 2 Kathleen T. Gould 624 North Third Street \ Steelton, PA 17113 I , 3 Russell J. Sheehan, Jr. 1934 Kent Drive Camp Hill, PA 17011 Daughter lone-third \ Son one-third Enter dollar amounts tor distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover sh II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-l500 COVER SHE T LAST WILL AND TESTAMENT OF ANGELA P. SHEEHAN I. ANGELA P. SHEEHAN. widow. of 2000 Highland Circle. Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my just debts and funeral expenses shall be paid from my Estate as soon as practicable after my decease, as a part of the administration of my Estate. ITEM II: I devise and beqpeath all of my estate of every nature and wherever situate in equal shares to my three (3) children, Ann L. (Sheehan) Shughart, Kathleen T. (Sheehan) Gould, and Russell J. Sheehan, Jr., pro- viding that the share of any child who predeceases me or dies on or be- fore the thirtieth day following my death shall be distributed to his or her issue per stirpes living on the thirty-first day following my death, and in default of such then living issue, sucn share shall be added to the share or shares for my other children. ITEM III, Should anyone of my said children desire to purchase my real property situate at 2000 Highland Circle, Lower Allen Township, Cumberland County, Pennsylvamia, such child may so purchase the same from my estate. The fair market value of my said property for such purohase shall be determined by the obtainment of an appraisal from a qualified M.A.l. Real Estate Appraiser, which fair market value, minus the real estate broker's commission which would otherwise be incurred, shall be the price to be paid by such child to my estate. Should more than one of my said children desire to purchase my said property, the same shall be sold to the child willing and able to pay the largest sum over and above the fair market value, determined as set forth herein, to my estate. ITEM IV: I appoint National Central Bank, of Harrisburg, Pennsylvania, (/;1 eW 0: "/,~ c;c:/-t (( ,(.,_J Guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a Guardian and have not otherwise specifically done so, provided that this appointment of a Guardian shall not supersede the right of any fiduciary in its dis- cretion to distribute a share where possible to the minor or to another for the minor's benefit. Such Guardian shall have the power to use principal, as wetl as income, from time to time for the minor's support, welfare and education (including college education, both under-graduate and graduate) without regard to his or her parents' ability to provide for such support, welfare and education, or to make payment for these purposes, without further responsibility, to the minor or to the mlnor's parent'.o:t to any person taking care of the minor. ITEM V, I appoint my two daughters, Ann L.(Sheehan) Shughart and Kathleen T. (Sheehan) Gould, or either of them, Co-Executrices of this my Last Will and Testament, but should neither of them qualify, then I appoint National Central Bank of Harrisburg, Pennsylvania, as Executor of this my Last Will and Testament. ,....;.. .'''''1ft~:" .,.; .,- ITEM VI: 1 direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this .10 ~, day of /Jz u.-u,Iv . 1976. (SEAL) The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the Testatrix) was on the day and date hereof signed, published and declared by ANGELA P. SHEEHAN, the Testatrix, herein named, as and for her Last Will and Testament, 1n the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. 9~,3/(')~. ~J (?f'~/%; Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 21 - 01 - 0383 Date of Death 4/9/2001 Social Security No. 211-22-1275 Estate of Sheehan, Angela P. also known as Ann L. Shughart Kathleen T. Gould The 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 located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Pemonal Repmseii ~ s~nawm:_:_._~ . ~_ Signature: . ~ a een . ou Attorney: Dale F Shughart, Jr. Esquire 1.0. No.: 19373 Signature: Address: 35 E. High Street, Suite 203 Address: 234 Walnut Street Carlisle, P A 17013 Carlisle, P A 17013 Telephone: (717) 241-4311 Telephone: 7/z-6(d 1 Dated: Personal Prooertv 379.342 shares Prudential Municipal Bond Fund, Insured Series, Class A, Account #3900153579. x dividend 16.08 4,230.56 Clothing and personal effects. 0.00 Household goods, furniture and furnishings valued in accordance with attached appraisal of Chuck Bricker, auctioneer. 1,160.00 Allfrrst Checking Account #0077435117 Principal- 9,399.57 Interest - .70 9,400.27 Waypoint Bank, Certificate of Deposit #516030608. Principal- 15,665.63 Interest - 248.60 15,914.23 Capital Blue Cross, refund of premiwn 212.30 (Attach additional sheets if necessary) Total Personal Property and Real Estate $118,801.33 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Sheehan, Angela P. also known as . Deceased No. 21 - 01 - 0383 Date of Death 4/9/2001 Social Security No. 211-22-1275 Prepaid Tax proration on sale of real estate. 887.16 Prepaid sewer and refuse proration on sale of real estate. 33.02 Comcast , tv cable refund 11.47 Department of Veterans Affairs, reinstatement of fmal benefit. 911.00 TV Guide, refund 41.32 Total Personal Property $32,801.33 Real Estate Lot with one-story dwelling house located at 2000 Highland Avenue, Camp Hill, (Lower Allen Township), Cumberland County, PA 17011, Tax Parcel #13-23-0549-44. Based upon actual sale price of$86,OOO. Copy of Deed and IRJD-I attached. 86,000.00 Total Real Estate 586,000.00 I b - c:) ~ -<-/-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT 0 280601 HARRISBURG1 PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DALE F SHUGHART JR ESQ STE 203 35 E HIGH ST CARLISLE PA 11013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-05-2001 SHEEHAN 04-09-2001 21 01-0383 CUMBERLAND 101 * REV-I547 EX AFP (12-00) ANGELA P Allount Rellitted 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 = iS4-j-ix--AFP--fi"z-:ooi--NoTlci--oF-orNHiifITAifci-'f,ijrA-PPRA-isir.rENr:--AL1-owA'tfci-oR'------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHEEHAN ANGELA P FILE NO. 21 01-0383 ACN 101 DATE 11-05-2001 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (S) (6) (7) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 86,000.00 4,230.56 .00 .00 28,570.77 116.91 .00 (8) 19,202.87 1.701.67 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax payment. 118,918.24 ~n.Qn4 114 98,013.70 .00 98,013.70 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of Abh returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (1S) .00 X 00 = .00 (16) 98,013.70 X 045 = 4,410.62 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 4,410.62 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 07-06-2001 CDOOO025 202.50 3,847.50 PAYMENT MUST BE MADE BY 01-09-2002*. TOTAL TAX CREDIT 4,050.00 BALANCE OF TAX DUE 360.62 INTEREST AND PEN. .00 TOTAL DUE 360.62 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) I t-J~/., 3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~t* REV-1607 EX AFP U2-00) Recor ':, _ Reed DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-13-2001 SHEEHAN 04-09-2001 21 01-0383 CUMBERLAND 101 ANGELA P .01 NOV 16 All :51 DALE F SHUGHART JR ESQ STE 203 35 E HIGH ST CARLISLE Ci€:rk.,. PA 1~B1beu' Allount Rellitted PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=i6ifj-ix-AFP--fi"2---ooY------...-fNHERITANCE--fAx--sTATEHENY-irF-AC-Co[iN"T--.i.------------------ --- ESTATE OF SHEEHAN ANGELA P FILE NO.21 01-0383 ACN 101 DATE 11-13-2001 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 4,410.62 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-06-2001 CDOOO025 202.50 3,847.50 09-27-2001 CDOO0318 .00 360.62 TOTAL TAX CREDIT 4,410.62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J C/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Angela P. Sheehan Date of Death: April 9, 2001 Estate No. 21-01-383 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 01 Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and ma.y be attac~.<;'d ~R.....this report. ~c&t r 41 i" Dale F. Shughart, /Jr. Supreme Court I.D~ 193 3 35 East High Street, Suite 203 Carlisle, PA 17013 (717) 241-4311 Attorney for Personal Representatives d. approvals of Clerk of the Date: February 27, 2002 CL ........- ('I en LW (~~ p },..- ;1. S ;' ..... ,~ ..... ..., "--'