HomeMy WebLinkAbout88-00231 IL.. II i41�1 . 1
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PETITION FOR PROBATE and GRANT O:F LETTERS
Estate of K�m:�AR?T�:�? �;, S T-?�JP%�P Pd No. ��`-"'_e.�' �:�—c� �/
also known as To:
Register of VViils for the
. Deceased. County of .__�'�-���P r l a n� in the
Social Security No. )__�?�_��__��� Commonwealt�i 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_�?-_ named
in the last will of the above decedent,dated .T��n e ?� ____ , 19�'�
and codicil(s) dated ___._
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cu�be � and _.a�ounty, Pennsylvania, with
h e r last family or principal residence at ,L� S. 1..t Y� ; t�=1_ C am p Y_i 11. P a.
�list street, number,Twp. or Boro.) �
Decedent, thcn���ears of age, died ''°�arch. 1_i' ;� __.. , 19 �� ,
at Harr-isbvr�, Pa. ( Pol�cl i ni "�` .d� �a�1=�E,;r:ter) .
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 ki]'in�s;and was never adjudicated
incompetent: ___,
Decedent at death ow•ned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ �s���•��
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ �"(? (��� Cl C?
situated as follows: House and T.o+: 1 �catPc3 at a>i;�`_�_Pt;h St., �
Cam�: ��ill, Pa. 17011 _�_
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters `�'e s t�m�P n t,.�ro _.
(testamentary; administratiorn r:.t.a.; administration d.b.n.c.t.a.)
theron.
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'O y //V" �V��t'"�i.� ._._�_.._
�; y�'illiam R . 'human __..
[.0 7l 1 � (�r�har�3 F?nar� ----
�';, Cam.� ?��ll ; P� l7 ll
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OATH OF PERSONAL REPRESEN'��TIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CL?�:P':;rL,n?`:D ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements ir�the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) �nd that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly a ister tl�e estate according to law.
j � ��,,,+,�''
Sworn to or affirmed and subscribed v � ��`�"' _�`_''�""''��'��'`��\ ti,
before me this 25TH d of ��
MA 19 �� — ---- a
_._�._ �-.
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RY . L EW Register _. `
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NO. 21 - 88 - 231
Estate of Kamu�-RT��'�' ��• S���t,r�aN , Deceased
DECREE OF PROBATE AND GRANT-OF-LETTERS
AND NOW MARCH 25 , 19 88 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dateci� June 22. 1967
described therein be admitted to probate and filed of record as the last will of
Kath�rine E . Shuman •
,
and Letters T e s t ame n t a r�
are'hereby granted to �f�' 11 i am R. S huma n _
. �
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WILL BOOK #106
Register of W' s
PAGE 699 ETC. MARY C. LEWIS
FEES
Probate, Letters, Etc. . . . . .. . . . $ �5 . 0 0 J . R c b e r t S�`tt.f f e r
Short Certificates(2 ) . . . . . .. . . . $ 4 . 0 0 ATTORNEY(Sup. Ct. I.D.No.)
'�arke� Sc�uare �1��.
Renunciation . . . . . . . . . . . .. . . . $ Me eh ar i c s bu r�. P a. Z 7 0 5 5
X-Pages ' � g 2 • �� , ADDRESS
TOTAL $ 81 . 00
Filed . . . . . r'�RCH 25 , 1988. .. . . . . . . 717-7�6-Q67'�
PHONE
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Mailed letters to attorney on 3-25-88 .
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"�'his is [�� cerrify that the inf��rrnat;un h�ic ;;;ven �s c<�.rec+i}� ��,����c�i fr<im .in � � �is�u� �rrtilicate uE death �luly filed with me as
LAST WILL AND TESTANIENT OF KATHARIA�E E. ;>HUMAN
I, KATH�RINE E. SHUMAN, of the Borough of Camp Hi:1L, County of
Cumberland and State of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare �his my Last Will
and 1'estament.
l.
I direct the payment of all my just debts and �'uneral expenses as
soon after my decease as the same can conveniently be done.
2.
I give and bequeath all the rest, residue and :rE:m�:�=inder of my estate
to my children, share and share alike.
3.
For the purpose of facilitating the settlemenl; anci distribution of
my estate, I authorize, empower and direct my Executor. hereinafter named,
to sell any and all real estate which I may own at thE; time of my decease,
at either pub lic or private sale or sales.
LASTLY, I nominate, constitute and appoint my sori,, William R. Shuman,
Executor of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my harld ai�.d seal this � '�'^'�
day of June, k. D. 196?.
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17#" �� ��w �l �.
' { ' � �� � ��) ,ii e�.n.,v1 .�;o_g (SEAL)
Katharine E.��hunia.n
, � I�I,,.�� I����I
Signed, sealed, published and declared by the abov�.. named Katharine
E. Shuman, as and for her Last Will and Testament, in t:�e presence of
us who have subscribed our names hereto as witnesses, at, the request of
said testatrix, in her presnece and in the presence of �ach other.
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REGISTER OF WILLS OF CUMBERI,l�ND (�OUNTY
REPORT OF STATUS OF ADMII�lI:TR�.TION
(For Resident Decedents Dying After July 1, 1984)
ESTATE NO. 2�-88-�31
:x5
Name of Decedent: KAT�iARINE E. SHUMAN i_ _
Social Security Account No.: 1$2-22-6006
Date of Death: March 17 , 1988
Name of Personal Representative(s): Willia�r► :ft. Shuman
Capacity Executor x Administ�ator c.t.a.
(check one) Administrator Admini.st�•ator d.b.n.
Is the administration of the estate complete? Yes �ac No
If "yes", how was the administration ended? (check one)
By court accounting
By account stated to parties in interest x
Did the parties release the No
personal representative?
Other (explain) �..
Total amount paid to date to creditors and for funeral and $ 12,l�33•72
administrative expense
Total value of distributions to date to beneficiaries $ L�3,020.11
If administration is not complete, estimated value of assd�ts $ 0.00
still in administration
NOTE: This status report is due no later than the due date fur filing the Pennsylvania
Inheritanee Tag Return or, if no Inheritance Tax Return is required, nine (9) months
after the date of death; if the administration of the estate has not been concluded,
a summary report shall be filed annually thereafter until t&�� administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, information and belief, t .-��
.
nate: I � ` •� �� , 1g 88 . -'�'_'`�.�-�� .:�y,�V....
, ersonal Representative
,�t9mCDC�Lx�O]Ca�.���C
This report must be signed by the personal representativ�, or one of them when more
than one, or by counsel for the estate.
,�
21 – 88 – 231
REGISTER OF WILLS OF cU�[���aRL�,T»� _ COUNTY
OATH OF SUBSCRIBING WITNF�S
J. R OB?�,RT STAUFFFR and CxL�'�DYS P. :J`;�,.P2
__—__.._ ,
��
(each) a subscribing witness to the will presented herewith, (each) bei�ag cluly qualified according to
law, depose(s) and say(s) that t h e y we r e ___._ present and saw
?rATHAT'�TrT�' �� SHU1�1�1I�i
_ . -----. ,
the testat �'��x , sign the same and that �'1e�1 __.__signed as a witness at the
request of testat r i x in l�e r presence and (in th r sence of each ot her) (in the presence of the
other subscribing witness(es)).
r, ,�
, ;�;- ,
Sworn to or affirmed and subscribed before ,Jy�
me this 25TH day of ,� (N�ime)
MARCH 19 gg arket Sgua7�E_=�7L,�._ �nechanicsbur�, pa..170��
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'� . �E � 1 (A�1+�ress)
Register �"'_��� �.-1�; �-rc�1
�1'��rme)
��6` C�L� �'a.�:Y:ti::`� ��__..�1���/�. /7a� ✓_
(Ac�a�ress�
REGISTER OF WILLS OF .__ COUNTY
OATH OF NON-SUBSCRIBING V6'I'I'1�1ESS
�
-- f- ,
(each)„ subscriber hereto, (each) being duly qualified according to la�v, depos �nd say(s) that
familiar with the signature of __�..�� ,
cc�dicil
testat of (one f the subscribing witnesses to) the� will presented herewith and
'� c�dicil
that believes the.�ignature on the ���ill is in the handwriting of
testat believes the signature of the 'li preserited herewith and that:_._—
codicil �
believes the signature on the will is in the handwriti of —_.
to the best of knowledge and belief. \�
Sworn to or affirmed and s�tbscribed before __
me this day of (Name)
.'`� 19
/ (.Ac�dress)
Register _.
(iV�ame)
(Aa'dress)
� ��'�;.�:��)r
ia �_ � ,r
_ . _.._.�,.�..�,��,_.... � I�III!
_.._�...._.._,____�___._ ,. ____ _._._ . ._...C, _ ___. __ _..._. ____. ._,� ��_. � �._ __
��yo. �+������ Ct�NtMUNWEAtTH C?� PEN�IS�f�,VA1Vl�� �:
t31�PARTN�EWT G� REVENUE i ��• �, r
�EY.,,��Ex�,z-Ba� fl�F�ICIAE I�EC�lPT ♦ PENNSYLUAMIA li�tHERlT�QNCE Ah�D�,S'I At �� "�
E TAX
� ACN •
RECEIVED FROM: �q`iSESSMENT �
CONTROL ' AMOUNT
NUMBER
� 1.{?.1. $f�4.L. t3�.
�7. Rc�b��� ��auf�m�r, �ssq. ----
Market �quar� Bui�.ding
M�schanic�b�arg. PA 17t?�5 -----
- LD HERE
----
FO(D HERE
ESTATE INFORMATION: ---- -
� FILE NUMBER
��.°.^��—���. —..----
� NAME OF DECEDENT (LAST) (fIRST) MI
( � _-----
�ht]it18T2 I�2!'��"id�x�.t1E� E<
� DATE OF PAYMENT
GC'�C1�14�' �..�.� �.�8$ -----
� POSTMARK DATE -- _
COUNTY
Ct.ltrib��'latr�d
DATEI OFDEATH
M�rch .I7, 1.'98$
REMARKS 0 'fOTAI AMOUNT PAID _�_�_e�_�,_��� _
SEAL
�` � I � r
R F C E:I V I!I D B Y =�e�r',s;�,+'- �,,,;,. ',�i;,,'�
(.$ NATURE -
REGIS7ER QF INI��,S '�
_...._ .`. ...._ �. _...__..� ._ __._. ..� _..._._ _._._
��r��rr-7r��^--� ----- -- ..�..._ �.... ...� ...._ ____
_ ._
ONo. ;����.��� �c�n�nn�a�vw���.rH o� p�r����r�.va�i��� ,:
t}EPARTMENT DF RfY�NUE •w �iw Y
REv:,,���x�,z-Bb� ZIFFICIAL FtE�flPT' • P'ENN�YLYAl+IIA INHERlTANCE A�J{3�;S'I'Al'E TA�
_— - �-
� ACN
RECEIVED FROM: ��-����� R� �h���� i4:iSESSMENT �
��ONTROL � AMOUNT
NUMBER
�, �Ci1�E3T'� �`kSli���.+�� ��C�'. ---..,��I �' �1�(� {��
M�rk�+t 3c�uare Hui2ding
M�chan3.c�bu�g, PA .Z7t�5� ----
- (D HERE
-----
FO(D HERE
ESTATE INFORMATION:
� FILE NUMBER
Z...ft R_.?'�t _----_-
� NAME OF DECEDENT (LAST) (FIRST) __
(MI)
� DATE OF PAYMENT �
POSTMARK DATE
:OUNTY
DATE OF DEATH
REMARKS p T�O1�A�l. ,4MOUNT PAID
--�-�_�.�Q�_(}(Z_—_
SEAL ,r �' '
� `�
RR CE:I'VI_D BY �..z�t f L�..,,.' ,,i ,�J;";d.,-,�i;,��
5� ATURE
-� .
REGlSTER OF VV�E1�1�
—�--.---- --- ---. .-.--. ._._. ____a.._._.,._.._._____ ._.__ ,.r ..�
"`�`'I`?I�' 1i"�i�l""--...._.— ----- --- .�.� ,-- �_.._�,.
i ... .0 .�.�■. �
13 --�g-$
Rev-i5oo EX+ (2-8�) IF�LE NUNlBER
��, � INHERITANCE TAX RETURN
��.� RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE 21 - g$ - Z31
DEPARTMENTOFREVENUE WITH REGISTER OF WILLS)
POST OFFICE BOX 8327
HARRISBURG,PA 17105-8327 C�;)UNTY CODE YEAR NUMBER
� DECEDENT'S NAME�LAST, FIRST,AND MIDDLE INITIAL) DECECENT'S<�MPLETE ADDRESS
Z SH[�'1AN, KA'I'HARINE E.
0 54 South Eighteenth Street
WSOCIAL SECURITY NUMBER DATE Of DEATH DATE OF BIRTH ('ap�p ��[l�, Permsylvania, Z7O11
0 182-22-6006 3/17/88 4/23/02 Courtty p`^•frrl rl a�[j _.
� �1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return
Y a y (for dates oF death prior to 12-13-82)
WaV ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax
v�� (for dates of death after 12-12-82) Return Re quired
am r�6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust _8. Total Number of Safe Deposit Boxes
a
e (Attach copy of Will) (Attach copy of Trust)
ALL�Cti�R�SPi�hi�ENC�Al�id GCiE�l;FI1�EN�`Il��.T�X�N�CtJ�iT#G�l+t S#��t�1.D�IE QI1��C�`EI?�`Cf: i
� H NAME COMPLETE MAILING AD[)RE 5
� o J. Robert Sta.uffer, Attorney-at-L.aw Market Square Building
0 � TELEPHONE NUMBER Mechanicsbur�T�
a 717 766-9673 P�.sylvania. 17055
1. Real Estate (Schedule A) ( 1� _ �r]n_�n
2. Stocks and Bonds (Schedule B) ( 2) _ �__QQ___-___-
3. Closely Held $tock/Partnership Interest (Schedule C) ( 3) �_._QQ__-.___-
4. Mortgages and Notes Receivable (Schedule D) ( 4) n_nn
5. Cash, Bank Deposits&Miscellaneous Personal Property� 5) ��G.�. ____..____-
Z (Schedule E)
O
Q 6. Jointly Owned Property (Schedule F) ( 6) � R7R 7LL
j 7. Transfers ($chedule G) (Schedule L) ( 7) �.��
�
a 8. Total Gross Assets (total lines 1-7) � a� 53�291.67
Q _ _
W 9. Funeral Expenses, Administrative Cosis, Miscellaneous ( 9) Q�159_h�._______
� Expenses (Schedule H)
10. Debts, Morfgage Liabilities, Liens (Schedule I) (10) 101-.cg�-
11. Total Deductions (total lines 9 & 10) (11) 9.261.�F�F _
12. Net Value of Estate (line 8 minus line 11) (12) �,n��,�___
13. Charitable and Governmental Bequests (Schedule J) (13) a,nn
14. Net Value Subject to Tax (line 12 minus line 13) (14) __ [E/�. (1'�(1 7� _ __
15. Amount of line 14 taxable at 6% rate (15) �+��3�.23 .______x .06 = 2,641.�l _____
(Include values from Schedule K or Schedule M.)
1 b. Amount of line 14 taxable at 15% rate (16) n.nn _ ____ x .15 = �,�Q ____
Z {Include values from Schedule K or Schedule M.)
� 17. Principal tax due(Add tax from line 15 and from line 16.) (17) 2��jLFl ��
�
� 18. Credits Prior Payments Discount Interest
� T�,�� + n 00 - �_._OQ_--- (18) 2,�0�_�� ------ _
O 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERWAYIV4ENT. (19) fl (1(1 _____
x ��
� 20. If line 17 is greater than (ine 18, enter the difference on line 20. This is the TAX pVJE. (20) (�#� R�
A.Enter the interest on the balance due on line 20A. (20A) n_�� ___
B. Enter the total of line 20 and 20A on line 206. This is the BALANCE DUE. (20B) _ hL�-1_�l _______
Make Check Payable to: Register of Wills, Agent
�r��t��U[t��'t��;�i��fit��'AL�Q��S�I��r�3�R�f��E�r�Ct� A�L?�'�w i�,'E�H�C1C 1V�At7i�IailNt�IMM i
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and tate ments, and to the best of my knowledge and belief,
it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaratian :�f preparer other than the personai representative is
based on all information of which preparer has any knowledge.
SIC,NATURE�OFAERSON RES BLE FOR F RETURN ADDRESS - r r a DATE
,,�: �:^ �
i' ��. �������,,�L� Can� Hill, Pernisylvania, 17011 fLy-�/'� �l�
�S ATU E RE RER�E REPRESE TATIVE ADDRESS DATE
tr �'� Market S re Building � _
�r j ` % �1��n.ia, 17055 7 " ' - �
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACINC A� CHECK MARK (�) IN THE
APPROPRIATE BLOCKS.
YES NO
1 . Did decedent make a transfer and:
. . ................................
a. retain the use or income of the property transferre , .......
b. retain the right to designate who shall use the property transferred or its income,
• • ....................................................
c. retain a reversionary interest or ................
d. receive the promise for life of either payments, benefits or cc�re? .......................
2. If death occurred on or before December 12, 1982, did deced�nt within two years
preceding death transfer property without receiving adequate cor�sideration? 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' bank account at his or her death?......................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIO OF THE RETURN.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PAR
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REV�1502 EX+'�7•83)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE ��A��
INHERITANCE TAX RETURN
RESIDENT DECEDENT REAL ESTATE
ESTATE OF /� T FILE NUMBER
ir:�.f�1:"?1-'.R..T�r� u.:as +J""�l��i�`!iil�r
�l-r���,��3�
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule "F")All real estat�should b�r�porfed at fair morket
value which ia defieed as fhe price at whieh properfy would be exchang�d between a willing buyer and a willing s�ll�r, n�ith�r b�ing
compelled to buy or sell, both I�aving reasonable knowledge of the relevant facts.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. r.LL �'�:=i.�'�' CFRT!�i i; � n
I' ���ol.z:;e .._ � Lot o? ;=roi .._ � ;;uate in
�?�i� I�O?'C?l:_:�h _,i Car�.p ?:i7_1, Cumberlard �=1° :i::;;r , T=er.n-
S VZ.Z'�i'1�2 � y�J n l�t�C�£,'C� ��_T1 CC C'_A 5 C:C'�.�E.'C'i Et:.' �'O��;.C'':.7.:;;:
-,;,n� ��'i'_j'�;C �lt c3 �Ol_Tlt. ?7.1 t�l^ T�IPti t�I'Tl ].lYiE', F;�.:f' �Jd'llt,�l
�_ir���teerlth :tr�et , at cc�rrer c�i �,o�t T�:o . � ��.�:)�.?, no��a� o� �
late of vlar'� Ze�_i�ler ��n�? z�.rzf�; the.rct �� i.c:,i�: : the line
C�' S`d1.C3 �Ot; ic'O. Z.n��� t1QW GY' �'OT'`tt_PY'ZV O1' '�i��. e?. _"K :�21.s]_E,'
�.nd wif'e, in a taesterly c�ireetion a di�V#: :;r��c;:,� ef' 1�0. 0
feet �o a x;oirt in tc��e l ' re of a 2_0 f�ot r;3.�L ?_ey; f;h�nce
U.1o�,; !-r�e 1�.r..F oz s�i.c� 211ev in a s��ut - c.�irectio
a distance of 20.�0 seet, r�ore or les;� , 4;,o a point
iz� t:�e 1�_r..e of' '•_�ct i:o. 1.1.0; thence alr��;; � �:. ; l�.r�e of aid
Lct ��o. 1l0 i.n �_n s��.sterl.� dir�ction, _. �; _��.r_.ce c�'
1��0.00 �'e�t to a ��o�.n�; �r� r'r.e 1�nP �f o�,� � �:. :�� F�htcenth
�treet , aforesaid ; tr� res �1.c�r��;� sa.ici 1;_r:� :: :> ' South
.����:�teenti� S�reet in a r_or�}-.erl�r c7it�ect.i�;��:. i distance
of_.�20.00 f'eet, mo.re or L�JS , to a ro�nf;, `. ':.�� ;�3_�_ce
h r. �, ,r
p1 _3,_,(TTI-T��1-au.
�.:�,�_�T,��,�� �her�or.. er_ ected ti�e ,s�,.zth�rn or���-���:����_���' of a
d.c�uble �'rame rv,rel7. �i_n; house , knoi��n �r.{ .r� ��,�r;�;red a_s
51}, Sc�uth "':�;_�~hteerth �trc;et , C�m�> ��_�1_l, � r�t;; ylvanza..
Sc�l� t� I,inda J . Leic��t fc�r ��0, 0�0�00. �"�:. r:opy o.f
the set�lement st�:te7riert is ����bm:;..tted �c �;,E.,�r:'_th. � ��, C�0�, 00
�T�t��`'.`� i�'lJr";�, — 5��� �%1".1_CG Oi' T'E��_}�� 7_11C�.1 ';:�f:�-; �� rlO
c`�.C':"..l.t,lOn2�. COt�S1C!P?'"c?�'.�_Gil� i��'1F' :�;T�B��E',T' i'C+:t' [;::t. _�21 Ot'
U�cede��t' s housek�.old �'urni_sh�. n�;s and a�,t.°,_-�.�r>. ��ces .
S�e ��ritin�:nt �`ar. r.;sraNh o�' �ttacY.nd ccV ,;, c:�:i' ��;x'E.>e-
rr,Qnt c�.f �al�e .
TOTAL (Also enter on line 1, Recapitulation) $ �n��`��,�G
(If more space is needed insert additional sheets of same sire.)
i .... !.0 �.i.■. �
REV-1508EX+ ,z_a�, SCHEDULE E
CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHRE51 ENTEDKEDENTRN PERSONAL PROPERTY Please Print or Type
ESTATE OF FIL.E: NUMBER
KA'THAF,IlVE E. SHUMAN 21-88-231
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Miscellaneous household furnishings and wares sold at:
Bricker's Auction: $ 109.50
(Sale slips submitted herewith)
PTFARE NOTE: The bulk of c3�ecedent's lmusehold furni.shings
and appliances were sold with her real estate, as part of
that transaction, at no additional consideration to be
paid therefor by the purchaser of the real estate. vee
pertinent paragraph of attached Agre�.zt of Sale.
2. Linda. J. Leicht, refimd on 1988 CoUn.ty and Bon-�uu�h R,�al
Estate T�es: 53.42
3. Linda J. Leicht, refund on 1988-89 Sclx�ol T�es: 250.51
TOTAL (Also enter on line 5, Recapytulation) $ 413.�F3
(Attach additional 8%z" x 11" sheets if more space is needed.)
i .....u.�.a■ i
REV-1509 EX+(7-83)
COMMNHERI ANCE�TAXE ETURNANIA SCHEDULE ��F�� p�V
RESIDENT DECEDENT �OINTLY-OWNED PROPER,Y Ip
ESTATE OF �r-� F��.E NIl.�W1BER /�
T.T�1.T ?�.r._'.I�'.:� �i wCl�l�-�1.'i�v �.L�VV�Lj�
JOlflt}lf1011��t�:
NAME ADDRESS RELATIONSHIP TO DECEDENT
A. �on�.�.�a L . Sl�u�nan 90�) ar��f.;'i_eld 1=�ve . Son
:"i.8 C I„-:.T?1 C S ti�la.r'i�� n 2,.. .� , �.�';
B.
C.
Jointly-owned property:
LETTER
ITEM FOR DATE TOl"All.vi'�1LUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY 1�gF ,A,�"5ET % INT. DECEDENT'S INTEREST
TENANT JOINT
_ —_
1. A. T?n- Chec'��.n:, .�ccc�.zn�� nTo. 78-
knot.m ?."-o��?t tr.; ��1 Da�!.��h=n
Depa;�.it 3anlr �.nd. �r�u� +-
�o��any. !;'1' .Ol l�d;�: � ;1�.01
2 . A . /1?/ SaTa=�n�-� ^_�cn���nt i�?c . '
i � r �, - -�-���
1�86 �?�-I-3�OOjg� ?,�ri �� ���..��� '�ank,
r;r. A . ';..�;'1-.`: .�� SC�;' 2,3;�%.20
�n�;�Y».�t tU 3/1?/�'�?. ;: .�� >�;.; 1.�3
----
TOTAL (Also enter on dine Ei, Recapitulation) $ 2� �'7�.2?�
(If more space is needed insert additional sheets c�f'scrmea size)
. i . ..u.ua■. �
RE�-,5„Ex+�B-86) SCHEDULE H
��'��'�� FUNERAL EXPENSES,
����`� ADMINISTRATIVE COSTS AND
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES
RESIDENT DECEDENT Please Print or Type
ESTATE OF 1=1L�: NUMBER
Yr:.�.`T'�%.`]1�_TT�T"a' F ' T �3'*S '} (�
� , ,. �^
, , . _.�J � -�♦ �:�I'1.T/,l`'_ '�.I.v �l"HV��J'_
ITEM DESCRIPTION AMOUNT
NUMBER
A. FunerolExpenses:
1. T����ers �'un�r�l rIoz�e, Inc . , 37 ��• ;'�ai.t� St, . :u r��,��;�n��.�!ics-
� '�'1x°�r, �'� . , �'uneral �xpens�s . 1� ���' �n
� r! ��� ��ll
B. Administrative Costs: �rdilliarn �� . S��ur!aan, r,.x_ec�:t;;;7�� 1,000.00
1. Personal Representative Commissions _
Social Security Number of Personal Representotive: 1-g3 _ �.='�__ �6�-2
Year Commissions paid 1-9��
2. Attor�ey Fees ,T, p,obert Stauffer, Esq. , attor���...;;T .: fee . 1,500.00
3_ Family Exemption
Claimant Relationship _______
Address of Claimant at decedent's death
Street Address _—_
City State Zip Code:__._
4. Probate Fees ,i�F:;lStex' Of' 1��7_�..�S Of' GU2711�P,T'Z`clr?d r,.'t� l:.Y: ':,�r� i Ct1r1–
s�rlvania, Letters Testa.mentary. �i1.0�
C. Miscellaneous Expenses:
�, Cum?�erland t��t�- �ourr�a', �stat� ?�:otice . �O.UO
2, The S�ntinel, �'state ?�Iotice . �c��6�
3� 1.70Y1P�d.� I:?t,1f,;ua� 1T18U�'?�?10E L01:11�JF�':l�r� f'lI'2 �...Y`':�4'.a'?^ :i.21C@
�remium. 11..�.�.0 G
�.. �-��`a��Un�r P. Coti*�ey, Tax Cclle ctor, 19t��i OcYl�����.r��f�;, �rd
Barou�r� real esta�e tax. I.��9.99
�. �-sarve�T P. CoU��ey, T�.x Collector, 1Q8;:_��> _:�:;;,,, :�ol `?'ax. 28�.1�
6. :�e11 of :aennsy�variia� �'inal tnlephor�e ?;'_l,i . 24.72
?. �enn�. AmPrican �.at�� Co. , iinal water ?�a.'.::I.« l_c�.l�
8. UGI corporat�on, fina� �a.s b:�11 . l�a �2�
9. C�>;�l_ ��ickdr, Auc�icr_ee:�, cor��mics;_cr� :;�-:� .r;�:�P._ oi �
�iousahc�ld it�ms. 2�;.�U
TOTAL (Also enter on line "�, F;E:�capitulation) $ �ai z,Z�G FOa'WdY.,a
(If more space is needed, insert additional sheets of sawrie: size)
�'Ku� - 1
. i ...:.u.,�.i.■ �
� Page No. 2
RE�_,S„EX+�B-86) SCHEDULE H
,.
��� �� FUNERAL EXPENSES,
��" `'� ADMINISTRATIVE COSTS AND
COMMONWEALiH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES
RESIDENT DE�EDENT Please Print or Type
ESTATE OF � FILE NUMBER
KATHARIlVE E. SHUMAN 21-8$-231
ITEM DESCRIPTION AMOUNT
NUMBER
A. FuneralExpenses:
1.
B. Administrative Costs:
1. Personal Representative Commissions _ _
Social Security Number of Personal Representative: ____
Year Commissions paid
2. Attor�ey Fees
3. Family Exemption
Claimant Relationship _ ___
Address of Claimant at decedent's death
Street Address
City State Zip Code____
4. Probate Fees
C. Miscellaneous Expenses:
�.0, Permsylvania Power & Light Campany, electric: $ 189.71
11. Hoerner Re�use Service, ha.uling refuse: 46.50
12. Recorder of Deeds, Real Estate Transfer Tax on sale of
54 South 18th Street, Cam� Hill, Pe�nsylvan�.a: 500.00
13. Milspaw & Beshore, I7isbursement Fee and 1099 prepar�.tion
on real estate settleznen.t: 25.00
14. Register of ti�lills, filing Pennsylvania lnheritance '.�ax
Return: 10.00
TOTAL (Also enter on IinEn 9,, R.��capitulation) $ 9,159.63
(If more space is needed, insert additional sheets o� sc�rn��: size)
Page No. 2
i u ,�;�■ �
REV-1512 EX+ (7_g3)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE "I"
INHERITANCE TAX RETURN DEBTS OF DECEDENT,
RESIDENT DECEDENT MORTGAGE LIABILITIES, AND L,tl'E�VI:'�
ESTATE OF ��� FILE NUMBER
T
K.�,�'��Ai'TI'�:�� .r�. �1_Li1A 21-88:231
_..__.__._
ITEM
NUMBER DESCRIPTION AMOUNT
� __ , • �, ,�-
. m�'1Qi"1'ras �'�. . �:o;��hS , T'T. 1.7. , L%1�Of�:sS�OTl`d1 :��.. ,_ i.c;<' '� . �{. 2J.nQ
2• �i O�B�^�,S L^2`l%�.�. :v�ZL�"1 .�'i�`-llnf.' � tT..f',�l.C�.�. uE�V ' (: ,� s ��` •t�1
TOTAL (Also enter on line 10, �ter.,a�,�!tulation) � 101.�1
(If more space is needed insert additional sheets of s:arne siiz',iel
. . . . I.L..I..�.II.I��l,la . I
REV-15'3 EX+ (8-86)
��'� � SCHEDU�.E J
�.t�=,�r
.>_.,:,.�..
COMMONWEALTH OF PENNSYLVANIA BEN EFIC IARI ES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF "� FILE NUMBER
-r,/��"'�LT,�M1�T-i-I_T�T`� ��• S�'.J 1"i!-�1V C-��v�?�C 31
ITEM NAME AND ADDRESS OF BENEFICIARY '�R�:LATIONSHIP AMOUNT OR
NUMBER I SHARE OF ESYATE
—�---
A. Taxable Bequests:
�. 'riil.liam R . Shlzrn.an 17�17. ,� �a :r� On�-sixth ;�k�iare
1112-A Orchard Ro�.�, C-�.r��:p �?i.1.1 , Pa./ � ef �state .
2. Robert I��. Shuman 17C�� �;� �n One-siXth sha.re,
�_Q� Stoner �rive , N?echanics�u»�, Fa./ I of "�st�.te .
3. Poss �. S?-ilar�ar_ ti> �n One-sixth� sh�re
!�_2�? Hogestown i,oad, of �state .
r:�echanics�urt:;, -Pa . 170�5 �:: �n Gne-^i_�:�r shar�
of :��stG.te .
!�:. }?ettv Bo�rersox I;� x�!z�;hter One-sixth shar�
_3oX !.�_51}., Columt�i.a, Pa. 17C1� of' �,state .
j Catheri.ne ��. �3rowrl I;,tu.�,;hter One-sixth share
.
l�'00 Pine St . i �f �st �te .
Ca�� iii11, pa. 17O11 '
6 . Uonald L. Shuman �1 �n Onp-sixth :hare
�Oy Sheff�.elcl Ave . of �st�te .
T^echan:�_cs�ur;�,, :�a. 1705�
�
ITEM NAME AND ADDRESS OF BENEFIClARY AMOUNT OR
NUMBER SHARE OP ESTATE
8. Charitable and Governmental Bequests:
l.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 1 3, R�e+:apitulation) S
(If more space is needed, insert additional sheets aF s�rn+.� size)
I 11..1..,.11 IIkl� . 1
REV-1547 EX (12-87) �
I
� COMMONWEALTH Of PENNSYLVANIA • � ��� NOTICE OF INHERITANCE TAX
� DEPARTMENT OF REVENUE ACN 101
BUREAU oF INDIVIDUAL rnxes APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
P.O. BOX eaz� OF DEDUCTIONS, AND ASSESSMENT OF TAX
HARRISBURG, PA 17105-8327 DATE 11-1 -
ESTATE OF SHUMAN KATHERINE E FIIE N0. 21 88-0231
DATE OF DEATH 03-17-88 CDt1NTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
REMIT PAYMENT T0:
J ROBERT STAUFFER ATTY REGISTER OF WILLS
MARKET SQ BLDG LUMBERLAND CO COURT HOUSE
MECHANICSBURG PA 17055 CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE _ _ _ � RETAIN_LOWER PORTION_FOR YOUR RECORDS �
- - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX (12-87)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHUMAN KATHERINE E FILE N0.21 88-0231 ACN 101 DATE 11-15-88
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE �� .;,
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN T
_> -
1. Real Estate (Schedule A) ( U 50,000.00 .
2. Stocks and Bonds tSchedule B) ( 2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) ,pp '
4. Mortgages/Notes Receivabie (Schedule D) ( 4) .00
5. CashJBank Deposits/Misc. Personal Property (Schedule E) ( 5) 413.43
6. Jointly Owned Property (Schedule F) ( g) 2,878.24
7. Transfers (Schedule G) ( 7) .00
8. Total Assets ( 8) 53,291.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H) ( 9) 9,159.63
10. Debts/Mortgage Liabilities/Liens (Schedule I} (10) 101.81
1 1. Total Deductions (1 1) 9,261.44
12. Net Value ot Tax Return (12) 44,030.23
13. Charitable/Governmental Bequests (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 44,030.23
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 wilt
reflect figures that include the total of ALL returns assessed ta date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15) 44,030.23 X.06= 2,641.81
16. Amount of line 14 taxable at 15�o rate (16) .00 X.15= .00
17. Principal Tax Due (17) 2,641.81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
08-30-88 401893 .00 2,000.00
10-11-88 402025 .00 641.81
TOTAL TAX CREDIT 2 41.81
BALANCE OF TAX DUE .00
INTEREST .00
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .00
OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
i . ..0 .ir.i.� �
REV-1548 EX (12-88) �
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE :�� ��' NOTICE OF INHERITANCE TAX
BUREAU oF INDIVIDUAL raxes ` � � � APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
�ePr. 2eoso� � '"`-°�'� OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBL'RG, PA 17128-0607
JOINTLY HELO OR TRUST ASSETS DATE 03-20-89
ESTATE OF SHUMAN KATHARINE E DATE OF DEATH 03-17-88 COUNTY CUMBERLAND
FILE N0. �/—gS,��-;,��/ S.S./D.C. N0. 846-00-8980 ACN 88020525
SHUMAN DONALD L REMIT PAYMENT TO:
54 S 18TH ST REGISTER OF WILLS
CAMP HILL PA 17011 CIIMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YQUR RECORDS `
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - -
REV-1548 EX (12-88)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF dEDUCTIONS, AND ASSESSMENT OF TAX
ON JOINTLY HELD OR TRUST ASSETS
DATE 03-20-89
ESTATE OF SHUMAN KATHARINE E DATE OF DEATH 03-17-88 COUNTY CUMBERLAND
�
FILE N0. S.S./D.C. NO. 846-00-8980 G�CN b gg�25
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( � CHANGED �,=� �o
�.:; �7 ac`�
JOINT OR TRUST ASSET INFORMATION -,rn
y.-�? N = '�'
FINANCIAL INSTITUTION: DAUPHIN DEPOSIT BANK & TR CO ACCOUNT N0. 78379��y 0 `.=;
TYPE OF ACCOUNT: ( ) SAVINGS (X ) CHECKING ( ) TRUST ( ) TIME CERT;FICATE � � ,
DATE ESTABLISHED 03-17-87 - - �
Oo '
NOTE: TO INSURE PROPER CREDIT TO YOUR
Account Balance 519.01 ACCOUNT, SUBMIT THE UPPER PORTION
Percent Taxable X 100.000
Amount Subject to Tax 519.01 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - .00 pAYMENT TO THE REGISTER OF WILLS
Taxable Amount 519.01
Tax Rate X .06 AT THE ADDRE55 SHOWN ABOVE.
Tax Due 31.14 MAKE CHECK OR MONEY ORDER PAYABLE
TAX CREDITS: T0: "REGISTER OF WILLS, AGENT. "
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
INTEREST IS CHARGED FROM 12-18-88 TO 04-04-89 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 31.14
REVERSE SIDE OF THIS FORM.* INTEREST 1.01
TOTAL DUE 32.15
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
i... ...u..u.11� 1
�r.
! REV-1604 EX (12-88) �
,
`� - ;, • �
_ �� i
COMMONWEL:LTH Of PENNSVLVANI4 ��� `�QS'� �� t� d��
oeFaaTMeNr oF REVENUE '��-�., -�"`-- � INHERITANCE TAX I
BURE/+l: oF iNoiviou���, Tax�s ��a�r- RECORD ADJUSTMENT
o=_P?. 2soso� JOINTLY HELD OR 7RUST ASSETS I 04-25-89
HnRRissuRc P� �,�ze-oso� I �DATE
ESTATE OF SHUMAN KATHERINE E DATE OF DEATH 03-17-88 COUNTY CUMBERLAND
FILE N0. 21 88-0231 S.S./D.C. N0. 182-22-6006 ACN 88020525
REMIT PAYMENT TO:
SHUMAN DONALD L
54 S 18TH ST R�GISTER OF WILLS
CAMP HILL PA 17011 CUMBERLAND CO COURi HOUSE
C�RLISLE, PA 17013
i Amount Remitted i
i
CUT ALONG THIS LINE �-_ _RETAIN LOWER PORTION FOR YOUR RECORDS �
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - �- - - - - - - - - - - - - - - - - - - - - -
REV-1604 EX (12-88)
INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE 04-25-89
ESTATE OF SHUMAN KATHERINE E DATE OF DEATH 03-17-88 COUNTY CUMBERLAND
FILE N0. 21 88-0231 S.S./D.C. N0. 182-22-6006 nr-�CN 88��525
ADJUSTMENT BASED ON: ADMINISTRr,TIVE CORRECTION �� -tn
_ r.-��
JOINT OR TRUST ASSET INFORMATION ���` a �,'�
��i_ .,,� -�a
r-=, ,;r�
FINANCIAL INSTITUTION: DAUPHIN DEPOSIT BANK & TR CO ACCOUNT N0. 78379- � � Y��
�'. ry
c��-_ '=�,
TYPE OF ACCOUNT: ( ) SAVINGS ( � CHECKING ( ) TRUST ( ) TIME GEf�TiF�CATE r � '�
DATE ESTABLISHED 03-17-87 � � '
-= l,j =
O
NOTE: TO INSURE PROPER CREDIT TO YOUR
Account Balanee .00 ACCOUNT, SUBMIT THE UPPER PORTION
Percent Taxable X 100.000
Amount Subjec! to Tax .00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - .00 pAYMENT TO THE REGISTER OF WILLS
Taxable Amount .00
Tax Rate X .06 AT THE ADDRESS SHOWN ABOVE.
Tax Due .00 MAKE CHECK OR MONEY ORDER PAYABLE
TAX CREDITS: T0: "REGISTER OF WILLS, AGENT. "
PAYMENT � RECEIPT DISCOUNT (+) � AMGUNT PAID I
I -
DATE NUMBER INTEREST (-) I �
�
� I ; ,
, , j !
i I i �
' i ; ' I
� � I j �
! TOTAI TAX CREDIT � .00
�
� BALANCE OF TAX DUE � .00 I
INTEREST ' .00 �
i TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTERECT
(IF BALANCE DUE IS LESS THAN �1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
. .__. . . . ._1KU. ,n,IIa,■ ,.. 1
REV-1470EX�6-8B) >- INHERITANCE TAX
�"�`
COMMONWE�-. T.4�pF PENNSYLVANIA EXPLANATION
, BUREAU OF INDIVIDUAL TAXES OF CHANGES
' DEPT. 280601
: HARRISBURG, PA 17128-0601
' DECEDENT'S NAME i FILE NUMBER
;
,� � i- , , i 1
� + '�' % i ._� ;_. i f /
� � '� /
-----. _
;, _, .
ACN
�� �f �'
' SCHEDULE �TEM EXPLANATION OF CHANCES
NO.
A}l�[tn...L-f'�'G'T£PC.?'.z %�1..°,��1 �,-t. ?��?;n<? q��iti ,''p;a; r�� Tt'S��PC?' TE'T'i, �r'1" r3t?Ea cinCP,.
t�t@t' ��V`� �,'r�,rx r��3[*T"�'Ptl r"Sf� fi�fi �g-P+}��t:E' 3'or-Y}+�r�:
_.
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, _ ------ PAGE --