HomeMy WebLinkAbout01-1157
Estate of WILLIAM J. BYERS
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
&\-0 - 5
No.
To:
Register of Wills for the
. Deceased. County of CUMBERLAND in the
Social Security No. 184-12-5066 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated October 1, 2001
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 1138 Franklin Street. Carlisle. Pa. 17013
(list street, number and muncipality)
Decendent, then 79 years of age, died December 5, 2001
at Carlisle. Cumherland Countv. Pennsvlvania. 17013
Except. as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution~f the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: '._'
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:
,19
$ 5 000
$
$
$
7, (JOD
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.La.; administration d.~.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ') s '"
COUNTY OF CUMBERLAND J :s
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and Correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will wel and truly ad inister the estate according to law.
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No. ,~I-Ol- 1151
Estate of
WILLIAM J. BYERS
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December AD 2001 f9t_, 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 October 1, 2001
described therein be admitted to probate and filed of record as the last will of
WILLIAM J. BYERS
TESTAMENTARY
SARAH F. BYERS
and Letters
are hereby granted to
lLt/l~
gist r of Wills \
FEES
Probate, Letters, Etc. ......... $...so.
Short C~rt.ificate~rJ-' . . . . . . . .. $ I
ReftHBelat16B X .+tl~ ~
Susan J. Hartman, Esquire
ATTORNEY (Sup. Ct. I.D. No.) 65184
Trvinp Row, C-arliRle, PA 17013
ADDRESS
Filed
. .I.~~ao.~O,~~~.~.~.....-.....
717-2/.9-7780
PHONE
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HIO\.HO\ REV 9/R(,
1JS is fO certify that the information here given is correctly copied from an original certificate of death dul~ filed with me as
l.,xal Registrar.' The original certificate will be forwarded to the State Vital Records Office for permanent fillllg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
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"i'~~\.i" OF PEi:----~
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'''''''''''''''''111111'''
P 7714717
No,
H105.;~ A.., 2/81
2:L~. ~t:U-~~
Local Registrar -
DEe
9 2001
Date
~T
<K
NAME OF DECEDENT (FitSI'. Midal.. l.a.,
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
~T
1-
AGE (last Birttloavl
SEX
2.
William
UNDER 1 '{EAR
Months OSyI
79
v"
J.
UNDER 1 DAY
Hours I Minu...
BIRTHPLACe (C'lyar-d Pl.ACEOF DE..(fHICt>eo.Of\lVQI"Oe __ ~'''SlrUCloOl'l-!onOlt-et ~I
N;VNrrf'e';' HOSP'TALQ(i
7. Penna. ~,:",;on<
FACIUry NAME (II no! .nSN\ltl()(l, g,...e Sfteef and F'lUmbefl
=..,.,0
No.~1I'o.oed
'Td. acIUaIllmitaof
MOTHER'S NAME iF.... Middle. MalOet\ Surname)
,t. Vir inia Elizabeth Stanton
INFORMANT'S MAILING AOOAESSISlreet. City/bwn. SaI... Lip Code)
_.11 8 Franklin Street Carlisle,Penns Ivania170 ~
PlACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION. CityITown, Stat.. ~ Coot
.. Olho. .....
Union Cemetery Carlisle ,Pennsylvania
..<-
l.:rnl'"m"t1't'e'rs I carh~Ye
LICENSE NUMBER
RN- S I q (p '32.. - L (MoM'1'l i~-I ()
23b. Dc. ?
WAS CASE REFERRED TO MEDtCAL EXAJotlNERlCORONER?
>t. ....0 ~
I ApptOximata PART II: 0thlH S9\irlCanc C'Of1dI&ions concributing 10 durtl, but
: int.,..... b<<vrr..n nee FUUll:Jnv in1he ~ CMJM g;".n in PAAT I
I 0rIMt and deart!
! tw,""rs
Male
..
COuNTY OF OERH
<--21
Cumberland
Carlisle
to,
..,
OECEOEHT'S USUAL OCCUPATION
(Give ~ ~ work dclf'oe durll'lQ moa
~~"':don04usefefired)
l"oreman
IlJ8 Franklin Street
,..Carlisle,Pennae 1701J
Cumberland
l>cI
--
lIwin.
_7
FRHEA'S NAME (First M1iOd1e. Last)
~ William
INf'OfUAANT'S NAME CTpprinfl
- ~arah F. Byers
METHOD OF DISPOSITION
&un.I[i CremaliOttO ~JrornSlat.O
Olho.ISooc....L
'71>,
N.
B ers
21c.
M, 25.
27. PART I: Entar In. disease.. injurie$or compIicaliont whie" c.USecllhe <Saa,". Do not anlet lhe mod<t Of dying, luch 1$ cardiac or respiratory ana.t. Shock or h.." failure
List only one ca~ on aactlli,..
rJ~
oue 1O({)R AS A CONSEOUENCE OF}:
Cc~t.':"J
DUe TO(OA AS A CONSEOUENCE Of)'
OUE lOCQA AS A CONSfOUENCE OF);
d.
WERE AUTOPsy FINOtNGS MANNER OF DEATH
""*'ILA81E PRMJA TO Et'
COMPLETION OF CAUSE 0
OFDEATH1 ....~.. Horn;cidra
-.. 0 Pandfng Investlqauo" 0
No V.. 0 No 0 ....... 0 Could not be datannlned 0
DATE OF INJURY
(Monlh,Oa", 'tear)
STAJE FilE ,~M8EFI
SOCIAL SECURITY NUMBER
, 184 - 12 -5066
5,2001
RACE . Amencan India!\, SItlek, While. etc.
,........,
Black
MARITAL STATUS. Maniad
N..... MlITied, WIdOwed,
-1Sooc"Yl
,.,Married
t7C.O __. dIeedltnt Iiwd",
'0.
SURVMNG SPOuSE
I" ....... i74",.,..., twnal
Sarah Foster
......
Carlisle
-
IJ
11--1','&
NI!JPM
ARr::
TIME OF INJURY
INJURy AT WORK? DESCRIBE HOW INJURY OCCURRED.
.... 0 NoD
20.
...
PLACE OF INJURY. "t I'lorna, farm. stre.t. factory. olflca
buildinc). alc. cSpecl1vl
'Do.
M. JOe.
a.. 21b.
CERTWIEIt ICheck onr,. onel
.CERTIFYING PHYSfClAN (Ph)'SlC1atI CMlfytf1g cause d deattllMl." another ptlVSIC.atl has prOr'lOVnced death 8r'lO comjJleled llem 23)
To... ~ of "'y knowlItdge, death OCCurred due 110 the U,,"(s) and "'.Inn., aa .t.ted.
.PRONOuNCIHG AND CERTIFYINQ PHYStClAH (Ph'f$ICIilf'l both pr:)nOVI'lCIf'lg Oeattl and ce-rtlfyorlg tocau:se 01 death)
To tPM blnt ot my kno_Iedllft, death OCcurred alltle lime, data, and placa. a"d dua to tha ca"'Mi., and rnanner.. Ilaled..
.UEOfCAL EXAMINER/CORONER
On t... b..'. ot "em'ne"on end/a< 'n'uII9.lIon. 'n my opin'on_ d..th OCcu'..d ., the lime, d.,...nd pl.c...nd duo to the c,u"(')'nd
rn_"net...I.led....,...,...,......... ......,......,....,..,... ....,.,. ,...,......,.,....,. ....... ,.,......,......
:It..
REGISTRAR'S SIGNATURE AND NUM
1:9.11,,)..,,\101
70. ']/,
31b,
UCENse NUM8E:R ATE SIGNED (Monr!. De", ......,
o ,,~t> Db ~t.59 Y "d. /2 - Vb _ (;/
NAME AND ADDRESS OJ: PERSON WHO COMPLETED CAUSE OF DEATH
(".m27) Ty.....,'.t Sf.. I!..G€. tLetc. V
Ho .....L....",l ~ ~ U
t_l.'~ ".".. /7.'('
o
22.
DATE FILED (MOt'Ilt'!. Day, ~ar )
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LAST WILL
&
TESTAMENT OF
WILLIAM J. BYERS, of Carlisle, Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking any and all other wills and codicils
heretofore made by me.
FIRST. I direct that all my just debts and funeral expenses be paid from my estate as
soon after my death as practically and conveniently may be done.
SECOND. I direct that my remains be interred within my family's burial plot in accord
with my expressed wishes.
THIRD. I authorize my personal representative to expend funds from my estate, in such
amounts as my personal representative shall consider necessary and desirable for the purchase,
erection and inscription of a suitable marker for my grave.
FOURTH. I give, devise and bequeath all of my interest in Lots No. 21-22, "F", Street,
tax parcel # 06-19-1643-039, unto my daughter, Karen Byers.
FIFTH. I give, devise and bequeath any and all tangible personal property owned by me
at the time of my death unto my wife, SARAH F. BYERS, provided she survives me by thirty
(30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath
all said tangible personal property unto my children, Kendra B. Byers and Karen Byers, in
equal shares, per stirpes.
SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of
my death, not specifically devised in Paragraph Fourth above, unto my wife, SARAH F.
BYERS, provided she survives me by thirty days. In the event she fails to survive me by thirty
(30) days, I give, devise and bequeath all said real estate unto my children, Kendra B. Byers
and Karen Byers, in equal shares, per stirpes.
SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate
unto my wife, SARAH F. BYERS, provided she survives me by thirty (30) days. In the event
she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and
remainder of my estate unto children, Kendra B. Byers and Karen Byers, in equal shares, per
stirpes.
EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon
my estate passing under my will or otherwise, shall be paid out of the principal of my residuary
estate.
.-
NINTH. I hereby nominate, constitute and appoint my wife, SARAH F. BYERS as
Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of SARAH F. BYERS, I nominate, constitute and
appoint my daughter, KENDRA B. BYERS as Executrix ofthis my Last Will and Testament.
I hereby relieve my Executrix from the necessity of posting security in connection with her
duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able
by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her
absolute discretion, to retain in the form received, and to sell either at public or private sale any
real or personal property owned by me at the time of my death.
TENTH. I have made, or may from time to time make, a written memorandum
expressing my desire to give certain items of personal property to specific persons. I urge my
Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be
stored in conjunction with this Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal tq this, my Last Will
and Testament, consisting of two typewritten pages this,/J/day of((,:A/';( 1.-,2001.
~
WILLIAM J. BYERS
'7
/~
Signed, sealed published and declared by the above named Testator William 1. Byers as and for
his Last Will and Testament, in the presence of us, who, at his request, in his sight and
presence and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, William 1. Byers, 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 willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and
acknowledged before me, by
William 1. Byers this i sf day
of 6<:tCYX ( , 2001.
C~~(:l. YYf'fr1\~
N t Public
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
~c::-/ ~-
WILLIAM 1. BYERS
'lIliIili&;c-l""
NOTARiAl "H.
["'7:iY L. MU)i/JiUn, ~!lYi ., ,
C;; (OF CIIRI.ISi.E, CU"i"U,')..'
Iff COlLtl3S10N EXP!A1'O j,c._: ,H, \: .
:SS.
We, 5 ~_s.on -S. t1at1ffiO(l and (y {l th, (,1 L ])A(r !he 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 William 1. Byers sign and
execute the instrument as his Last Will; that he signed willingly and that he executed as his free
and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator
was at that time eighteen (18) or more years of age, of sound mind and under no constraint or
undue influence.
Sworn or affirmed to and
subscribed before me by
5\":::'(0'\ .r 11'-1I'TI'r\(j(1 and
( r jilt/LV. L b (.<fI' , witnesses,
this Je" day of oct()t;:(' ,2001.
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NOTAfllAl SeAL 1
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CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
NAME OF DECEDENT: William J. Byers
DATE OF DEATH: December 5, 2001
2001-01157
WILL NO.
ADMIN. NO.
TO THE REGISTER:
I certify that notice of beneficial interest required by
Rule 5.5(a) of the orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
January 18, 2002
NAME ADDRESS
Sarah F. Byers 1138 Franklin Street, C~rli~lp. PA 17013
Kendra Byers, 1138 Franklin Street, Carlisle, PA 17013
Karen Byers
98 East Montana Street, Philadelphia, PA 19119
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except NONE
DATE:
I!I-ifc-J-
I I
k,~.4 ;fA~t:"~
./S ignatun()
Name Susan J. Hartman
Address 1 Irvine Row
Carlisle, PA 17013
Telephone 717-249-7780
Capacity:
Personal Representative
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Counsel for personal
representative
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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
SUSAN J HARTMAN ESQUIRE
1 IRVINE ROW
CARLISLE, PA 17013
u____u fold
ESTATE INFORMATION: SSN: 184-12-5066
FILE NUMBER: 2101-1157
DECEDENT NAME: BYERS WILLIAM J
DATE OF PAYMENT: 09/05/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/05/2001
NO. CD 001591
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $319.27
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: SUSAN J HARTMAN ESQUIRE
CHECK# 5787
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$319.27
MARY C. LEWIS
REGISTER OF WILLS
~ /1-r::2-P-/O
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SUSAN J HARTMAN ESQ
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE PA ~7013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-28-2002
BYERS
12-05-2001
21 01-1157
CUMBERLAND
101
'*
REY-15~7 EX AFP (01-02)
WILLIAM
J
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=i5'4j-Ex-AFP-foY:02Y-No'TicE--oF-YNHEiiiTANci-'TA'x-APPRAisEHENT-,--ALi-oWANci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BYERS WILLIAM J FILE NO. 21 01-1157 ACN 101 DATE 10-28-2002
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
59.560.00
.00
.00
.00
4.840.00
7.095.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
15.227.38
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
71.495.00
15.227 38
56.267.62
.00
56.267.62
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
49.172.62 X 00 =
7.095.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
319.27
.00
.00
319.27
.n.... ~~~. (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-05-2002 CDOO1591 .00 319.27
TOTAL TAX CREDIT 319.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF KILLS, AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150!) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
tI
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FIRST AND FINAL ACCOUNT OF
SARAH F. BYERS, EXECUTRIX OF THE ESTATE OF
WILLIAM J. BYERS, LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND COUNTY
PENNSYLVANIA, DECEASED.
Date of Death:
Date of Executors Appointment:
Accounting for the Period:
December 5,2001
December 20, 2001
December 21,2001 - October 30,2002
Purpose of Account: Sarah F. Byers, Executrix offers this account to acquaint interested parties
with the transactions that have occurred during her administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with:
Susan J. Hartman, Esquire
Duncan & Hartman, P.C.
One Irvine Row
Carlisle, P A 17013
717-249-7780
Date of Advertisement:
The Sentinel January 21, January 28, February 4,2002
Cumberland Law Journal January 25, February 1, February 8, 2002
.
SUMMARY OF ACCOUNT
PRINCIPAL
Receipts
Cash 9,174.40
Personal Property 1,765.00
Real Estate 66,585.00
Total Principal Receipts: $77,524.40
Less Disbursements:
Funeral Expenses 7,750.00
Administration Expenses 417.63
Federal and State Taxes 319.27
Fees and Commissions 687.50
To Karen Byers
50% Interest
Lots 21-22 "F" Street
Carlisle, P A 17013 $7,025.00
To Sarah F. Byers
1987 Cadillac $1,565.00
1985 Ford Truck $100.00
1981 Chevrolet Truck $100.00
338 "B" Street
Carlisle, P A 17013 $59,560.00
Total Disbursements: $ 77,524.40
Balance of Principal & Interest to be Disbursed: $0
.
ACCOUNT
RECEIPTS OF PRINCIPAL
CASH
Members 1st Federal Credit Union Checking Acct #
US Savings Bond E Series G2539140728E
Contributions from Sarah Byers
TANGIBLE PERSONAL PROPERTY:
Personal property:
1987 Cadillac
1985 Ford Truck
1981 Chevrolet Truck
REAL ESTATE:
Residence:
338 "B" Street
Carlisle, P A 17013
50% interest
Lots 21-22 "F" Street
Carlisle, P A 17013
Total Receipts
$3,075.96
140.01
$5,958.43
$9.174.40
$1,565.00
100.00
100.00
$1.765.00
$59.560.00
$7.025.00
$66.585.00
$77.524.40
DISBURSEMENTS
FUNERAL EXPENSES
Ewing Brother Funeral Home, Inc.
$7.750.00
ADMINISTRATION EXPENSES
Register of Wills Probate fee
Cumberland Law Journal Legal Ad
The Sentinel Legal Ad
Register of Wills filing fee
Recorder of Deeds
191.00
75.00
77.63
15.00
59.00
$417.63
FEDERAL AND STATE TAXES
Register of Wills Agent for PA Inheritance Tax
$319.27
FEES AND COMMISSIONS
9-28-99
Duncan & Hartman, P.C.
$687.50
DISTRIBUTIONS IN KIND
To Karen Byers
50% Interest
Lots 21-22 "F" Street
Carlisle, P A 17013
To Sarah F. Byers
1987 Cadillac
1985 Ford Truck
1981 Chevrolet Truck
338 "B" Street
Carlisle, P A 17013
$7,025.00
$1,565.00
$100.00
$100.00
$59,560.00
$68.350.00
Total Disbursements
$77.524.40
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
$68,350.00 in kind distribution
PRINCIPAL BALANCE ON HAND
NONE
RECEIPTS OF INCOME
NONE
DISBURSEMENTS OF INCOME
NONE
PROPOSED DISTRIBUTIONS OF
PRINCIPAL AND INCOME
NONE
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Sarah F. Byers being duly sworn according to law, deposes and states that the foregoing
First & Final Account is true and correct to the best of her knowledge, information and belief.
b~fhl~
Sworn to and s..~Qscribed
before me thiP~y of
November, 2002.
.12k-
NOTARIAL SEAL
Cynthia L. Darr, f\lotar{ Public
South Middleton Twp, County of Cumberland
My Commission Expires Il,uq. 14, 2004
--...'_..'_..........-.a""~ .
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: U)~t.IifiWJ S. ~R~
Date of Death: -uec.e\lY\ b.u- 5, 4Cft)1
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Will No.:
Admin. No.: -;;00/-1151
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State~er administration of the estate is complete:
Yes~ No 0
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)'ersonal representative file a final account with the Court?
Yes V No 0
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 0 No 0
Date: ~:J
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report. ~
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~gnature
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Address
1/7 - d'lf- 778D
Telephone No.
Capacity: ~ersonal Representative
i>"J Counsel for personal representative
REV-1500E~ [6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Byers, William J.
DiTl ?lJg'tlli(MM-DD-YEAR)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DAR'n1n~~~-DD-YEARI
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Byers, Sarah F.
S 1. Original Return
D 4. limited Estate
~ 6. Decedent Died Testate (AItach copy of W"I)
o 9, litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of dealll after 12.12-82)
o 7. Decedent Maintained a living Trust (AlIattlcupyolTl\Ist)
o 10. Spousal Poverty Credit (dale of deatll between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
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FILE NUMBER
L --.l- ~ 1- ..!...-! ~ .L _
COUNTY COOf
YEA'
NUMBER
SOCIAL SECURITY NUMBER
184 12
5066
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
172 24
7888
o 3. Remainder Return (dare of death prior to 12.13-82)
o 5. Federal Estate Tax Return Required
Q. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Allam SeliC)
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NAME
Susan J. Hartman Es.
FIRM NAME (W Applicabla)
Duncan & Hartman, P.C.
TEW1'9~E '~'-1)7 80
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole.Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(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)
12. Net Value of Estate (Line 8 minus Line 11)
CDMPLETE MAILING ADDRESS
1 Irvine Row
Carlisle,PA 17013
(1)59,560.00
(2)
(3)
(4)
(5) 4,840.00
(6) 7,095.00
(7)
(9) 15,227.38
(10)
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)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of line 14 taxable at lineal rate
17. Amount ofUne 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. [3
49,172.62
7,095.00
x.o_ (15)
4.5
x.o_ (16)
x .12 (17)
x .15 (18)
(1B)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
f ~.--OFFrCiArUSt.-ONL\r"-'--l
L
(B) 11.495.00
(11) 15,227.38
(12) 56.267.62
(13)
(14) 56,267.62
00
319.27
319.27
Decedent's Complete Address:
STREET AODRESS
'.'
--- -
1138 Franklin Street
CITY
Carlisle
I STATE PA
I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) "ll Q 77
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + 8 + C) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 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 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) "ll Q ?7
Make Check Payable to: REGISTER OF WILLS, AGENT
_~Iiglll _1~lli:JUI 11IL lin!]ll I ~ JIll I r . jilin L. mr~IUl!\I\i!!f
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income oftha property transferred;........................... ...................... D
b. retain the right to designate who shall use the property transferred or its income;.. ................. .............. D
c. retain a reversionary interest; or................ ....................... ...................... ..................... ..................... D
d. receive the promise for life of either payments, benefits or care? ................. ......................... ......... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................................ ...................... ..................... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............ ................ ..................... ............................................ ..... 0
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this retum. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete
Declarationofpreparerothertl1anthepersonalrepresentaliveisbased on all informalionofwhich preparerhas any knowledge.
AD RE S
1138 Franklin Street, Carlisle, PA 17013
SIGNATU OF PREPARER OTHER T
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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. 39116 lal (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 39116 (al (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling 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. 39116(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. 39116(1.2) [72 P.S. 39116(a)(1)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. 39116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-~502 EX+ 112.851 *
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COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
l'STATE OF FILE NUMBER
William J. Byers 21-01-1157
(Property iointly-owned with Right of Survivorship must b. disclosed on Schedule F) All real estate should be reported at fair market value
which Is d.fined as the price at which property would L. exchanged betwe.n a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
338 "Bn St.. Carlisle. PA
Tax parcel 106-20-1798-118
59.560.00
TOTAL (Also enter on line 1, Recapitulation)
(If more space ;s needed, insert additional sheets of same size.)
S 59.560.00
FlE\I-'508ex.{"'~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
"
COMMO~THOF~YLVAN~
, INHERITANCE TAX RETURN
RESDENlOECEDENT
ESTATE OF
William J. Byers
FILE NUMBER
21-01-1157
Indude the proceeds .rlitigation and the date the proceeds were received by the estate. All property JoinUy.owned wftIl tile right of survivoJship must be disci..... on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
1987 Cadillac VIN #lG6CB5180H4241895
(See Attached)
VALUE AT DATE
OF DEATH
1565.00
2.
Members 1st FCU Checking
DOD Balance
3.075.96
3.
1985 Ford Truck VIN #2FTEF1441FCA39367
(See Attached)
100.00
4.
1981 Chevrolet Truck VIN#2GCEK14H681135612
100.00
TOTAL (Also enter on line 5. Recapitulation) $ 4840. 00
REY-1509 EX+ 112-88)
'1*
COMMONWEALTH OF PENNSYLVANIA
,INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
21-01-1157
I FILE NUMBER
ESTATE OF
William J. Byers
Joint tenant(s}:
NAME
A. Karen Byers
ADDRESS
98 E. Montana St:.
Philadelphia. PA 19119
RELATIONSHIP TO DECEDENT
Daughter
B. Frances Byers
"Same"
Former Spouse
C.
Jointly-owned property:
LETTER DATE
ITEM FOR TOTAL VALUE DECD'S
NUMBER JOINT MADE DESCRIPTION OF PROPERTY DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. A 12-70 US Savings Bond 140.01 50% 70.00
Series E. G2539140728E
2. B 7/24/ 7 Lots 21-22 "F" St. 14.050 50% 7.025.00
Carlisle. PA
Deed Book y-17-497
Tax parcel 06-19-1643-039
TOTAL (Also enter on line 6, Recapitulation) S 7.095.00
(If more space ;s needed insert additional sheets of same size)
PI'V.'51l f.i(+ 'l88)
'*'
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print ar Type
I FILE NUMBER
I 21-01-1157
ESTATE OF
William J. Byers
ITEM
NUMBER
A.
B.
4.
C.
1-
2.
3.
4.
5.
6.
7.
B.
DESCRIPTION
AMOUNT
Funeral Expenses:
1.
Ewing Brothers Funeral Home
7,750.00
Administrative Costs:
1.
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
2.
Attorney Fees Duncan and Hartman P.C.
3574.75
3. Family Exemption
Claimant ~~T~ RYPTR
Address of Claimant at decedent's deoth
Street Address
C~ ~~
Relationship "'i fA
3500.00
Zip Code
Probate Fees Register of Wills
191.00
Miscellaneous Expenses:
Cumberland Law Journal
75.00
Sentinel
77.63
Recorder of Deeds (see attached)
59.00
TOTAL (Also enter on line 9, Recapitulotion)
$ 15,227.38
(If more space is needed, insert additional sheets of same size.)
REV.le513EX-t-(2.B7l
'*'
SCHEDULE J
BENEFICIARIES
!:STATE OF
William J. Byers
.
COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RfTURN
RESIDENT DECEDENT
FilE NUMBER
21-01-1157
ITEM NAME AND ADDRESS OF BENEFICIARY RElATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
I. Karen Byers Daughl!er 7,095.00
98 E. Montana St.
Philadelphia,PA 19119
2. Sarah F. Byers Wife residue
1138 Franklin ST.
Carlisle, PA 17013
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also ente, on line 13, Recopi'ulot;on) S
(If more space is needed, insert additional sheets of same size)
.~
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.1
61J-DI-lIv I
LAST WILL
&
TESTAMENT OF
WILLIAM J. BYERS, of Carlisle, Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking any and all other wills and codicils
heretofore made by me.
FIRST. I direct that all my just debts and funeral expenses be paid from my estate as
soon after my death as practically and conveniently may be done.
SECOND. I direct that my remains be interred within my family's burial plot in accord
with my expressed wishes.
THIRD. I authorize my personal representative to expend funds from my estate, in such
amounts as my personal representative shall consider necessary and desirable for the purchase,
erection and inscription of a suitable marker for my grave.
FOURTH. I give, devise and bequeath all of my interest in Lots No. 21-22, "F", Street,
tax parcel # 06-19-1643-039, unto my daughter, Karen Byers.
........lH. I give, devise and bequeath any and all tangible personal property owned by me
at the time of my death unto my wife, SARAH F. BYERS, provided she survives me by thirty
(30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath
all said tangible personal property unto my children, Kendra B. Byers and Karen Byers, in
equal shares, per stirpes.
SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of
my death, not specifically devised in Paragraph Fourth above, unto my wife, SARAH F.
BYERS, provided she survives me by thirty days. In the event she fails to survive me by thirty
(30) days, I give, devise and bequeath all said real estate unto my children, Kendra B. Byers
and Karen Byers, in equal shares, per stirpes.
SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate
unto my wife, SARAH F. BYERS, provided she survives me by thirty (30) days. In the event
she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and
rema!nder of my estate unto children, Kendra B. Byers and Karen Byers, in equal shares, per
stirpes.
EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon
my estate passing under my will or otherwise, shall be paid out of the princjpal of my residuary
estate.
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NINm. I hereby nominate, constitute and appoint my wife, SARAH F. BYERS as .
Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of SARAH F. BYERS, I nominate, constitute anti
appoint my daughter, KENDRA B. BYERS as Executrix of this my Last Will and Testament.
I hereby relieve my Executrix from the necessity of posting security in connection with her
duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able
by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her
absolute discretion, to retain in the form received, and to sell either at public or private sale any
real or personal property owned by me at the time of my death.
TENm. I have made, or may from time to time make, a written memorandum
expressing my desire to give certain items of personal property to specific persons. I urge my
Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be
stored in conjunction with this Will.
IN WITNESS WHEREOF, I have hereunto set my hand and ~~~ t9l~s, my Last Will
and Testament, consisting of two typewritten pages thisj6rday 0~'l,-200L
//
~
~~
WILLIAM J. BYERS
Signed, sealed published and declared by the above named Testator Wtlliam 1. Byers as and for
. . his Last Will and Testament, in the presence of us, who, at his request, in his sight and
. ,l\lld, in the sight and presence of each other, have hereunto subscribed our names as
~
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
I, William 1. Byers, 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 willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
.
Sworn or affirmed to and
acknowledged before me, by
William 1. Byers this i 51" day
of ~'oe(" ,2001.
~ [J'. YY{11~lVY\QAi
N PUblic
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~~
WILLIAM J. BYERS
1I0TARIAl U ~
It~TllY L IIUlIlIl:RT, NliT,',W t''''II~
CITY OF CARLISLE, CUMt!l\l.i,," ~;, ,J~
COIIIIISSlOM EXPlflE h 'r-'~t1lij,
:
:ss.
We, SUSQn:;' HQrtrron and (of nthi a. L- Jy.rf !he 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 William J. Byers sign and
execute the instrument as his Last Will; that he signed willingly and that he executed as his free
and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator
was at that time eighteen (18) or more years of age, of sound mind and under no constraint or
undue influence.
Sworn or affirmed to and
subscribed before me by
5 LlSq r\ :r tfu. r-trnCif\ and
L r YI #1 ;0. l. b c.r r , witnesses,
this }-"" day of Odob" , 2001.
~ d yytlAIYnArlP#
No blic
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NOTARIAL SEAL
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'Q2JUL2Y Prl 2 59
Tax Parcel No. 0' - ;)D -17" ~ - 1/ 8
FIDUCIARY WARRANTY DEED
MADE
the
~rel.
day of o-~
,2002,
BETWEEN SARAH J. BYERS, alkla SARAH F. BYERS, of Carlisle, Cumberland
County, Pennsylvania, individually and as Executrix of the Estate of WILLIAM J.
BYERS, deceased, late of Carlisle Borough, Cumberland County, Pennsylvania,
GRANTOR,
AND SARAH F. BYERS, of Carlisle, Cumberland County, Pennsylvania,
GRANTEE,
WHEREAS, William J. Byers died testate December 5, 2001, seized of the hereinafter
described tract of land; and
WHEREAS, Letters Testamentary were granted to Sarah J. Byers, alkla Sarah F. Byers
on December 20, 2001, and indexed in the Cumberland County Register of Wills Office
to No. 21-01-1157; and
WHEREAS, under the Last Will and Testament of William J. Byers, the within
conveyed premises were not specifically devised; and
WHEREAS, the Executrix conveys the herein described tract of land pursuant to the
powers vested in her, respectively, as personal representative for the Estate;
NOW, THEREFORE, that in consideration of One and 001100($1.00) Dollar in hand paid,
the receipt whereof is hereby acknowledged, the grantor hereby grants and conveys in fee
simple to the said Grantee, her heirs and assigns,
ALL THAT certain lot of ground situate in the Fifth Ward of the Borough of Carlisle,
Cumberland County, Pennsylvania, bounded and described as follows:
ON the North by B Street; on the East by Lot No. 38 on the hereinafter mentioned Plan of
Lots; on the South by a 16-foot alley; and on the West by Lot No. 36 on said Plan; having a
frontage of 25 feet on said B Street and extending at an even width 150 feet in depth to
said alley, and being Lot No. 37, Block No.6, on the Plan of Lots of the Carlisle Land and
Improvement Company, recorded in the Office of the Recorder of Deeds in and for
Cumberland County in Miscellaneous Docket 11, page 572; and
BEING improved with a frame dWelling house known as and numbered 338 "B" Street
(erroneously identified as 328 "B" Street on prior deed)
BEING the same premises conveyed by Clyde E. Fisher, Sheriff of the County of
Cumberland County, by deed dated April 24, 1959, and recorded in the Office of the
Recorder of Deeds in and for Cumberland County in Sheriff Deed Book 6, Page 311,
conveyed unto William J. Byers and Virginia E. Byers. The said Virginia E. Byers died May
1, 1974 thereby vesting the entire fee ownership in her surviving spouse, William J. Byers.
AND the Grantor, in her capacities as aforesaid, covenants that she has not heretofore
done or committed any act, malter, or thing whatsoever, whereby the Premises hereby
granted and conveyed, or any part thereof, is are, or shall be impeached, charged, or
encumbered in title, charge, estate, or otherwise, howsoever.
WITNESS the due execution hereof the day and year first above written.
Witness:
ESTATE OF WILLIAM J. BYERS
/g~o'f'~-'-..J
COMMONWEALTH OF PENNSYLVANIA
:ss"
COUNTY OF CUMBERLAND
On this, the02.,3 day of 4dM - , 2002, before me the undersigned officer,
personally appeared Sarah(fv Byer(jalkJa Sarah F. Byers known to me (or satisfactorily
proven) to be the person wfiose name is subscribed to the within deed and acknowledged
that she executed the foregoing "Fiduciary Warranty Deed" in her capacity as Executrix of
the Estate of William J. Byers, deceased, as stated therein, for the purposes therein
contained.
WITNESS my hand and official seal the day and year first above written.
;}
NOTARIAL SEAL
Cynthia L. Darr, Notary Public
South Middleton Twp., County of Cumberland
My Commitlaion Expires Aug. 14, 2004
I hereby certify that the precise mailing address of the Grantees is as follows:
II:3S ~"A ...J"O.~ ....J Jt=... L'PA.RJ -".J,.""Fb /7~1.3
/' I
/"Q '#f1i~. >
/' Attorn y r rantees PrS
Rft'.ll3 ex It.-96) RECORDER'S USE ON! Y
.. S1cn TOJ( Plaid
REALTY TRANSFER TAX look NUN"
'COMMONWfAlTH Of ffNNSYlVANIA. STATEMENT OF VALUE
DEPARTMENT Of REVENUE PIlp Number
IUlIlAU OF _VIDUAL TAXIS
PEPT.280603 See Reverse for Instructions .0'" .........
KAlII$WRG.'A 1712a.0603 I
Complete each lKlion and file i. duplicate with Recorder of Deeds whe. (I) the full value/consideration is nat setlorth i. tho doed, (21 when the deed
is without consid...otion, or by gift, or 3) a tax exemption is daimed. A Statement of Value is not required if the transfer is wholly exempt from tax
based on: 1 famil ...lationshi or 2 ub'ic utili eosement. If more s ace is needed, attach additional sheet s .
A CORRESPONDENT - All inquiries may be directed to the following person:
No"'. 'el.phone Number:
Duncan & Hartman, P.C. Area Cod. I 717 1249 7780
Str'" Address City State
1 Irvine Row Carlisle PA
Date a'C pfanR.f Docu....nl
-Zip Cade
17013
8
GraOtodslJ .,lOr S
William . Byers Estate
TRANSFER DATA
Gnmloo( LO....I.I
aran F. Byers
Stir
drw
.jFranklin Street
SIr..IA
rr38 Franklin Street
C
PA
PROPERTY LOCA,TION
Carlisle
Stolo
PA
ip Ca .
17013
City
Carlisle
State
rip Code
17013
City
Sty'" r8U
338 B Street Carlisle PA 17013
City, OWftship, Borougl
Carlisle Borough
COdnty
Cumberland
Schoo Distrid
Carlisle Area
T ox Parcel Number
06-20-1798-118
D VALUATION DATA
1. Actual cash Consideration
2. O....r Consideration
+
5. Common lnttl Ratio foetor
3. Tolol Consideralion
4. County Assessed Value
6. Fair Market Volue
59,560.00
E EXEMPTION DATA
10. Amount of Exemption C oimed
100%
x
1
=
59 560.00
1 b_ Percentoge of Interest Conveyed
100%
2. Check Appropriate Box a.low for Exemption Clal.....d
William J. Byers
(HOlM of Decedent!
Will or intestate succession
21-01-1157
{Est\lf1lfile Numberl
@
o
o
o
o
Transfer to Industrial Development Agency.
Transfer to a trust. (Attach complete copy ,of trust agreement identifying all beneficiaries.)
Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.)
Transfers; to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation.
(tf condemnation or in lieu of condemnation, attach copy of resolution.)
o Transfer fr~m mortgagor to 0 holder of 0 mortgage in default. Mortgage Book Number , Page Number
o Corrective or confirmatory deed. (Attach complete copy of the prior deed being correded or confirmed.)
o Statutory corporate consolidation, merger or division. IAttach copy of articles.)
o Other (Please explain exemption claimed, if other than listed above.)
Under penattie. of law, I declare that I have examined thl. Statement, Including accompanying information, and to the best of my bowledge
and ..eli.f, it Is true, corred and complete.
'ignatur Corraspondent 01' R.sp nslbl. Party Dat.
FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN THE RECORDER'S REFUSAL
Tax Parcel No.
FIDUCIARY WARRANTY DEED
MADE
the
day of
,2002,
BETWEEN SARAH J. BYERS, a/k/a SARAH F. BYERS, of Carlisle, Cumberland
County, Pennsylvania, as Executrix of the Estate of WILLIAM J. BYERS,
deceased, late of Carlisle Borough, Cumberland County, Pennsylvania,
GRANTOR,
AND KAREN BYERS, single woman, of Philadelphia, Philadelphia County,
Pennsylvania,
GRANTEE,
WHEREAS, William J. Byers died testate December 5, 2001, seized of the hereinafter
described tract of land; and
WHEREAS, Letters Testamentary were granted to Sarah J. Byers, a/k/a Sarah F. Byers
on December 20, 2001, and indexed in the Cumberland County Register of Wills Office
to No. 21-01-1157; and
WHEREAS, in accord with Paragraph Fourth of the Last Will and Testament of William
J. Byers, he specifically devised his one-half share in the within-in lots unto Karen
Byers; and
WHEREAS, the Executrix conveys the herein described tract of land pursuant to the
powers vested in her, respectively, as personal representative for the Estate;
NOW, THEREFORE, in consideration of One and 00/100 ($1.00) Dollar in hand paid, the
receipt whereof is hereby acknowledged, the grantor hereby grants and conveys a one-half
share of said premises in fee simple to the said Grantee, her heirs and assigns, to wit,
ALL THAT certain lot of ground situate in the Fifth Ward of the Borough of Carlisle,
Cumberland County, Pennsylvania, bounded and described as follows:
ON the West by Franklin Street:; on the South by "F" Street; on the East by an alley; and
on the North by Lot No. 23, and Being Lots Nos. 21 and 22 of Block No. 34, Carlisle Land
and Improvement Company as recorded in 11 Misc. Docket 572, and Subject to certain
restrictions as recorded in Deed Book 14 "S" 342.
BEING the same premises conveyed by Sidney Spraglin and Marie Spraglin, his wife, by
deed dated July 24, 1957, and recorded in the Office of the Recorder of Deeds in and for
Cumberland County in Deed Book 17-Y, Page 497, conveyed unto William J. Byers and
Frances B. Byers.
ALSO BEING the premises conveyed by Traver G. Spraglin, single man by deed dated
July 6, 1957, and recorded in the Office of the Recorder of Deeds in and for Cumberland
County in Deed Book 17-X, Page 394, unto William J. Byers and Frances B. Byers.
William J. Byers and Frances B. Byers were divorced by Cumberland County Decree dated
May 3, 1967, thereby converting the ownership from tenants by the entireties to tenants in
common.
AND the Grantor, in her capacities as aforesaid, covenants that she has not heretofore
done or committed any act, matter, or thing whatsoever, whereby the Premises hereby
granted and conveyed, or any part thereof, is are, or shall be impeached, charged, or
encumbered in title, charge, estate, or otherwise, howsoever.
WITNESS the due execution hereof the day and year first above written.
Witness:
ESTATE OF WILLIAM J. BYERS
Sarah J. Byers, Executrix
Sarah F. Byers, Executrix
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:55.
On this, the day of , 2002, before me the undersigned officer,
personally appeared Sarah J. Byers, alk/a Sarah F. Byers known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within deed and acknowledged
that she executed the foregoing "Fiduciary Warranty Deed" in her capacity as Executrix of
the Estate of William J. Byers, deceased, as stated therein, for the purposes therein
contained.
WITNESS my hand and official seal the day and year first above written.
Notary Public
I hereby certify that the precise mailing address of the Grantees is as follows:
Attorney for Grantees
o
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Kelley Blue Book Used Car Values
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Blue Book Private Party Report
Pennsylvania. September 4, 2002
1985 Ford F150 Long Bed
"""---.,
Engine: VB 5.0 Liter
Trans: Automatic
Drive: 2 Wheel Drive
Mileage: 11,568
Buy a New Cae
BuY' a Used Cae
List YoucCaLfoc Sale
Online
Free Lemon Check
fjnam::jillL Quote
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Page 1 on
http://www..../kw.kc.ur?kbb;097261 ;&;p&722;F ord; 1985%20F 150& 18;FT;D2 9/4/02
Equipment
Air Conditioning
Power Steering
AM/FM Stereo
Consumer Rated
Condition:
"Poor" condition means that the vehicle has severe
mechanical and/or cosmetic defects and may be in
questionable running condition. The vehicle may have
problems that cannot be readily fixed such as a damaged
frame or a rusted-through body. A vehicle with a branded
title (salvage, flood, etc.) or unsubstantiated mileage
should be considered "poor" because of potential
problems and should be independently appraised to
determine its value.
Poor
Private Party Value (no value)
Kelley Blue Book does not attempt to report a value on a
"poor" vehicle because the value of cars in this category
varies greatly.
Private Party value represents what you might expect to
pay for a used car when purchasing from a private party.
.rr...C;;11C;;Y DIU~ llUUa _ _...;. \",..,aJ Y a.1UC:.s
Page 2 of2
- - --
receive when selling your own used car to another private
party.
.
~ .l-Uti 1100. VALU'
~? K
Get a Used Car Trad~-I!1_ 'iillue
Get InvoiceJ3'-I\1SRf'ODJ'!~...,,-Cars
Copyright @ 2002 by Kelley Blue Book Co., All Rights Reserved. Sep-
Oct 2002 Edition. The information in this report was printed from the
Kelley Blue Book Web site (www.kbb.com) and is intended for the
personal use of the customer only and may not be sold or transmitted
to another party. We assume no responsibility for errors or
omissions.(v.02090)
http://www..../kw.kc.ur?kbb;097261;&;p&722;Ford; 1985%20F 150& 18;FT;D2 9/4/02
4
.'
it
,
0)
<.D
-.I
~
00
00
0)
(:)
Kelley Blue Book Used Car Values
: ..-
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FARMERS
Blue Book Private Party Report
Pennsylvania. September 4, 2002
1987 Cadillac Brougham Sedan 40
Engine: V8 5.0 Liter
Trans: Automatic
Drive: Rear Wheel Drive
Mileage: 36,403
ftuY-,LNew Ca-.r
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Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
AM/FM Stereo
Cassette
Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major
defects. The paint, body and interior have only minor (if any)
blemishes, and there are no major mechanical problems. In states
where rust is a problem, this should be very minimal, and a
deduction should be made to correct it. The tires match and have
substantial tread wear left. A clean tltle_bistory is assumed. A
"good" vehicle will need some reconditioning to be sold at retail;
however major reconditioning should be deducted from the value.
Most recent model cars owned by consumers fall into this
category .
Private Party Value
$1,565
http:/.../kw.kc.ur?kbb;892508;&;p&723;Cadillac; 1987%20Brougham& 16;CA;F 9/4/02