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OFFICIAL USE ONL Y
REV-1500 EX + (6-00) REV-1500
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEAL TH OF PENNSYLVANIA 21-05-0374
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 COUNTY CODE YEAR NUMBER
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0 SHUE GERALD L. 307-34-5509
E
C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
E
0 04/09/2005 01/16/1922 REGISTER OF WILLS
E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N
T
~ 1. Original Return 2. Supplemental Return B 3. . (date of death
- Remainder Return prior to 12-13-82)
CAPB 4. Limited Estate - 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL -
EplO ~ 6. Decedent Died Testate - 7. Decedent Maintained a Living Trust a. Total Number of Safe Deposit Boxes
-
RAC (Attach copy of Will) (Attach copy of Trust)
OTK 0 9. 010. 0 11. Election to tax under Sec. 9113(A)
ES Litigation Proceeds Received Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
.. tffIS.SEC'TION'Ml.I$T:~~.'CQMP~ETEl).ALL.CQRFle$P<.>NDENCE$.C:ONfl[)EN'TIAL.:rAX"INfORMATIONSHOUI.08EDIRECTED.TO:
P NAME COMPLETE MAILI NG ADDRESS
C
0 0 Roger B. Irwin Esa. 60 West Pomfret Street
R N FIRM NAME (If Applicable) Professional
R 0 West Pomfret Bldg.
E E IRWIN & McKNIGHT Carlisle, PA 17013
S N
T TELEPHONE NUMBER
717/249-2353
1. Real Estate (Schedule A) (1) 131,000.00 OFFICIAL 'USE ONL Y
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or (3) None
Sole -Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 22,383.09
E (Schedule E)
C
A 6. Jointly Owned Property (Schedule F) (6) None
P
I 0 Separate Billing Requested
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedule G or L)
A
T a. Total Gross Assets (total Lines 1-7) (a) 153,383.09
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 17,045.26
0
N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 475.81
11. Total Deductions (total Lines 9 & 10) (11) 17 .521.07
12. Net Value of Estate (Line 8 minus Line 11) (12) 135,862.02
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 135,862.02
C
0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
M
T P 15. Amount of Line 14 taxable at the spousal tax
U
A T rate. or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 0.00
X A 135,862.02 45 (16) 6,113.79
T 16. Amount of Line 14 taxable at lineal rate X .0
I 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
0
N 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 6,113.79
20. n U:Qti~~I.<:H~FlE:lfXql.l'~RE:~Eql.lE$t!N~A.:ij~~l.Iij~.offi::M'I:,OVEFleA~~EN"Wl
C
K
.> >. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANI) TO RECHECK MATH. < <:
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
I 710 HILLSIDE DRIVE
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,113.79
305.69
Total Credits ( A + B + C) (2)
305.69
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
5,808.10
0.00
5,808.10
H:'::IIII~:t~~~i~::~~~!~~::~A~II~I~~~~~~~~:II~~~~YJB1~~:I~~:~~~21~:~i~~
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or.. .......................
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 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
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
":~"J~I:~~:~~~~~~~~:~1~~~tlgj2:k~..m:m:
Yes No
~~
[KJ
[KJ
IT}
Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
LINDA J. BRANDT
3 GUMWOOD DRIVE
- - Middle - jfiv~r-,- - Mb- - - 2ii2C'f - - - - - - - - - - - - - - - - - - - --
IRWIN & McKNIGHT
60 West Pornfret Street
- - -Carl-is ie- - - PA- - - i i6i3- - - - - - - - - - - - - - - - - - - - - - - - - --
DATE
t'7 (; .~
/- l u\
DATE
7~ Y~L/r-
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) (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 (l A P \"
[72 P.S. 9116 (a) (1.1) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the st; J.,.)
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 younge
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
;ets
T.-f\~\
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.
[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 common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
GERALD L. SHUE
SS/I 307-34-5509
04/09/2005
FILE NUMBER
21-05-0374
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 be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledqe of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 710 Hillside Drive, Carlisle, PA - SOLD - Settlement Sheet 131,000.00
Attached
TOTAL (Also enter on line 1, Recapitulation) $ 131,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GERALD L. SHUE
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SS1I 307-34-5509
04/09/2005
FILE NUMBER
21-05-0374
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Members 1st Federal Credit Union - Savings Account 52973-00
VALUE AT DATE
OF DEATH
13 ,431. 35
2
Members 1st Federal Credit Union - Checking Account 52973-11
1,122.74
3
Personal - Property
7,829.00
TOTAL (Also enter on line 5, Recapitulation) $ 22,383.09
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form RE V-15G8 EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
GERALD L. SHUE
SS# 307-34-5509
04/09/2005
FILE NUMBER
21-05-0374
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Workinger Semmel - Funeral Home
5,594.30
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN & McKNIGHT
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
7,800.00
4.
Register of Wills
298.00
Probate Fees
5. Accountant's Fees
6.
250.00
Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Closing Costs - Paid at Settlement
2,530.93
2
75.00
Cumberland Law Journal - Estate Notice
3
Register of Wills - Filing Fee
30.00
4
Roy Gottshall - Appraisal on Personal Property
55.00
5
Steve Barrett Real Estate - Appraisal on Real Estate
275.00
6
13 7.03
The Sentinel - Estate Notice
TOTAL (Also enter on line 9, Recapitulation) $ 17,045.26
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GERALD L. SHUE
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSfl 307 - 34 - 5509
04/09/2005
FILE NUMBER
21-05-0374
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Borough of Carlisle - Trash
AMOUNT
32.36
2
Internal Revenue Service - Personal Taxes
205.05
3
PP&L - Electric
65.10
4
Sprint - Telephone
173.30
TOTAL (Also enter on line 10, Recapitulation) $ 475.81
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIAR IES
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-05-0374
AMOUNT OR SHARE
OF ESTATE
ESTATE OF
GERALD L. SHUE
SS1ft 307 - 34 - 5509
04/09/2005
1
Linda J. Brandt
3 Gumwood Drive
Middle River, MD 21220
Daughter
1/3 Remainder
& Car
2
Joanne I. Shoff
280 S. Pitt Street
Carlisle, PA 17013
Daughter
1/3 Remainder
3
Donald E. Shue
7073 Carlisle Pike, Lot 107
Carlisle, PA 17013
Son
1/3 Remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
OF
GERALD LEROY SHUE
I, GERALD LEROY SHUE, a legal domiciliary of Cumberland
County, Commonwealth of Pennsylvania, being of sound and disposing
mind and memory, do hereby make, publish and declare this instru-
ment to be my LAST WILL AND TESTAMENT. I hereby revoke any and
all wills and codicils by me heretofore made.
I
IDENTIFICATIONS AND DEFINITIONS
A. I am married to HELEN LOUISE SHUE, hereinafter
referred to as "my Spouse." I have three children, LINDA JEAN
BRANDT, JOANNE IRENE SHOFF, and DONALD EUGENE SHUE, hereinafter
referred to as "my Children."
B. The following definitions obtain in any use of the terms
i nth i s W ill :
1. "Descendants" means the immediate and remote
lawful, lineal descendants of the person referred
to, and it means those descendants in being at the
time they must be ascertained in order to give
effect to the reference to them, whether they are
born before or after my death or of any other per-
son. The persons who take under this Will as
Descendants shall take by right of representation,
in accordance with the rule of per stirpes distri-
bution and not in accordance with the rule of per
capita distribution. Persons legally adopted when
under the age of fourteen years shall not be dif-
ferentiated from blood descendants for any
purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
If the person referred to dies within thirty days
of my death, the reference to him shall be
construed as if he had failed to survive me.
Page 1 of 8 Pages
3. As uS2d in this Will, the words "Executor," "he,"
"him," "his," a"d the li:<e shall be ta<en as
generic and applicable to a natural person of
either sex or a corporate person or other legal
entity.
C. I have served in the Armed Forces of the United States.
Therefore, I direct my Executor to consult the legal assistance
office at the nearest military installation to ascertain if there
are any benefits to which my dependents are entitled by virtue of
my military affiliation at the time of my death. Regardless of my
military status at the time of my death, I direct my Executor to
consult with the nearest Veterans Administration and Social
Security Administration office to ascertain if there are any bene-
fits to which my dependents may be entitled.
I I
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my
death as may be practicable:
1. All of my just debts and the expenses of my last
illness, funeral and of the administration of my
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion
it might be proper and more advantageous to retain
or renew and pay as they become due and payable
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on any property or
interest in my estate for the purpose of computing
taxes. My Executor shall not require any benefi-
ciary under this will to reimburse my estate for
taxes paid on property passing under the terms of
this Wil1.
Page 2 of 8 Pages
I I I
RESIDUARY ESTiHE
A. I define limy Residuary Estate" as all of my property after
the payment of debts and taxes under Article II above, including
real and personal property, whenever acquired by me, property as
to which effective disposition is not otherwise made in this Will,
and property as to which I have an option to purchase or a rever-
sionary interest.
B. I give my Residuary Estate to my Trustee, in trust for the
benefit of my Spouse, HELEN LOUISE SHUE.
C. If my Spouse does not survive me, I direct my Executor to
divide my Residuary Estate into equal shares and to distribute
those shares as follows:
1. one share to each of my Children who survive me;
2. if any of my Children fail to survive me, then his or
her share shall be distributed among his or her
descendants who survive me;
3. if any of my Children fail to survive me and leave no
descendants who survive me, then his or her share
shall be divided equally among such of my Children who
survive me, or their descendants who survive me, as
set forth in subparagraph 1 and 2 above.
I V
ADMINISTRATION OF TRUST
A. The primary purpose of this trust is the support, main-
tenance, and welfare of HELEN LOUISE SHUE. To that end, the
Trustee may accumulate and add to principal the income from prin-
cipal to the extent permitted by law and shall payor apply such
income as the Trustee elects not to accumulate to or for the use
of HELEN LOUISE SHUE until the termination of the trust.
Page 3 of 8 Pages
B. If the income and other funds avai lable to HELEN LOUISE
SHUE are insufficient for the support, maintenance, and welfare of
HELEN LOUISE SHUt, the Trustee may payor apply for the benefit of
HELEN LOUISE SHUE so much of the principal of the trust as the
Trustee considers necessary for the purposes of the trust.
C. In carrying out the purpose of this trust, the Trustee may
distribute income and principal directly to HELEN LOUISE SHUE, if
authorized by law, or to the Guardian or to a person wi th whom
HELEN LOUISE SHUE resides, or on behalf of HELEN LOUISE SHUE to
any other person. Any and all payment or payments of any sum or
sums, whether in cash or in kind and whether from principal or
income, payable to or on behalf of HELEN LOUISE SHUE, shall be
made upon the sole receipt of the respective individual to whom
the payment is made, and free from anticipation, alienation,
assignment, and pledge, and free from control by the creditors of
HELEN LOUISE SHUE, and shall not be subject to any execution or
attachment.
D. I do not wish to create, or permit to exist, uneconomical
arrangements of more harm than benefit to HELEN LOUISE SHUE.
Whenever, in the Trustee's good business judgment, a trust shall
no longer make good economical sense (presumably because of its
small size) in light of HELEN LOUISE SHUE's best interests, the
Trustee is authorized to take such steps, including terminating
the trust and turning its assets over to HELEN LOUISE SHUE or her
Guardian, as he shall deem in HELEN LOUISE SHUE's best interest.
E. The powers the Trustee may exercise in carrying out the
purpose of this trust are set forth in Article VII below.
F. This trust shall terminate upon the death of HELEN LOUISE
SHUE, and the Trustee shall divide the remainder of the principal
and accumulated income into equal shares and shall distribute
those shares as follows:
1. one share to each of my chi ldren then living;
2. if any of my children are not then living, then his
or her share shall be distributed among his or her
descendents then living;
Page 4 of 8 Pages
3. if any of my children are not then living and leave
no descendents then living, then his or her share
shall be divided equally among such of my children
who are then living, or their descendants then
living, as set forth in subparagraph 1 and 2
above.
V
APPOINTMENT OF TRUSTEE
I appoint LINDA J. BRANDT and KARL W. BRANDT, who presently
reside at 3 Gumwood Drive, Baltimore, Maryland, as Co-Trustee of
any trust established under this Will. I request that the Trustee
not be required to furnish bond or sureties.
V I
APPOINTMENT OF EXECUTOR
I nominate and appoint my daughter, LINDA JEAN BRANDT, as
Executor of this my LAST WILL AND TESTAMENT. If LINDA JEAN
BRANDT is unable or unwil ling to serve in this capacity, I
appoint KARL W. BRANDT to serve instead. I request that my
Executor be permitted to serve without bond or surety thereon.
V I I
POWERS OF FIDUCIARIES
My Executor and Trustee shall have the following powers, which
are to be construed in the broadest manner consistent with the
validity of this Will and with their duties as fiduciaries. The
powers stated herein are not intended to be exclusive, but shall
be in addition to those granted by law and shall also pertain to
any administrators or trustees who succeed the fiduciaries I have
appointed in Article V and VI above. These powers are:
Page 5 of 8 Pages
1. to take possession of property, to keep it safely,
and to segregate it from other property owned or
held by the fiduciary;
2. to retain and to invest in property, or an undivided
interest in property, including residential real
estate, for any period, whether or not the property
be of the character permissible for investment by
fiduciaries;
3. to sell, transfer, exchange, lease, rent, mortgage,
pledge, give options upon, partition and otherwise
dispose of real or personal property, at private or
public sale, for cash or upon whatever terms the
fiduciary deems advisable, without notice or order of
court;
4. to render liquid my estate, in whole or in part, and
to hold cash or readily marketable securities of
little or no yield for such period as my fiduciary
deems advisable;
5. to borrow in the name of my estate or of the trust,
upon whatever terms and conditions and for whatever
periods my fiduciary deems advisable for the purpose
of preserving, protecting or improving property held
by him;
6. to pay, compromise, adjust, settle, compound, renew
or abandon claims held by my fiduciary and claims
asserted against my fiduciary, on whatever terms he
deems advisable, without prior court authority;
7. to distribute in cash or in kind, or partly in cash
and partly in kind, in divided or undivided
interests, notwithstanding the fact that distributive
shares may as a result be composed differently;
Page 6 of 8 Pages
8. to insure the property he holds as fiduciary against
the risks, and in the amounts he, in his discretion,
deems expedient, and to obtain and pay for life,
health, liability and other forms of insurance for
the beneficiaries of the trust, in his discretion;
9. to employ attorneys, accountants, investment advisors
and other professional assistants including deposi-
taries, proxies, agents, and appraisers;
10. to enter into transactions with other fiduciaries
including executors or trustees of estates and trusts
in which my beneficiaries have an interest, and
including him as fiduciary for other estates and
trusts;
11. to engage in the powers necessary to the effective
administration of corporate securities, including,
without limiting the generality of this power:
a. power to vote in person or by proxy upon all
securities held by the fiduciary;
b. power to engage in a voting trust or voting
agreement with respect to securities;
c. power to consent or become a party to, or
participate in, mergers, consolidation, sales
of assets, recapitalization, reorganizations,
dissolutions or other alterations of cor-
porate structure, including adjustments in
capital structure affecting securities held
by the fiduciary, whether or not these
adjustments involve payments by or to the
fiduciary; and
Page 7 of 8 Pages
d. power to hold securities in unregistered form
or in the name or a nomi~ee.
12. to pay himself reasonable compensation for this
services.
IN WITNESS WHEREOF, I have at Carlisle, Pennsylvania, this l~
day of ~ARf~ 1985, set my hand and seal to this my LAST WILL AND
TESTAMENT consisting of eight
(8) typewritten pages.
'J
.AqtJ #<-<::!L4~_ (SEAL)
GERALD LER~Y SHUE
Testator
Signed, sealed, published and declared by the Testator,
GERALD LEROY SHUE, as and for his LAST WILL AND TESTAMENT, in
the presence of us, who at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as wit-
nesses.
~f ~/) '..,
~/~~hI!~J< .
~ .-: 4: c) ~ \'~ '(1 ii
( ,'":", ........- 1.) ,,-, " ":'00. ,.'"\,........ t V"i
_Js:.:...0\ '7-':.~ , '~-" J v\~ Q ~'. y Lv' I II...Li L
,A,ODRESS
t: [) i~ [;)( S-7 7 C:~)f.J1- Lt $; if ;0;
12c': SJL 5';' '~.-C.~?J'Ct:..0!< ~L__
Page 8 of 8 Pages
Acknowledgment
COMMON~EALTH OF PENNSYLVANI~) 55:
COU~TY OF CUMBERLAND )
I, GERALD LEROY SHUE, Testator, whose na~e 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
SHUE, the Testator, this 1st
(SEAL)
acknowledged before me, by GERALD LEROY
d a:]o I, M A B.f!i 1,?",85." I
~,;/ 0' f ,/
~ "~WM~~-; ~f~stator
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Not/ary PubTic
Affidavit
MARY AIINE SMITH, NOTARY PUIILlC
CARL!StE BORa. CUMBlRUllQ COUNTY
MY CO..MISSIOfl EXPI/US 'OV. 1', 1.
Member, P.nnsyhllnil Assoclatioa 01 N"tari,,~
COMMONNEALTH OF PENNSYLVANIA) 55:
COUNTY OF CUMBERLAND )
W ,', ,0" :t/.7, I ,- t, ,- d
e, ..J.~.:1~?L_.J~,- .....)':t...:...:..~______, ..!..~~5.~~~)~'!:..!.' '71 _2a~ ,/,'-____, an
, the witnesses whose names are signed
to-rheaTIached-orforegoing instrument, being duly qualified
according to law, do depose and say that we were present and saw
Testator sign and execute the instrument as his Last Will; that
GERALD LEROY SHUE, signed willingly and that he executed it as
his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the the Testator
signed the will as witnesses; and that to the best of our
knowledge the Testator was at that time 13 or more years of age,
of sound mind and under no constraint or undue influence.
_ .SI'/orn or affi rmed to and su~scri bed to before me by ..hi.:::"!)'2_
L_:l~!-,(I 1:::.'-____, ZJz~.i--f.-,St::-!.,~_~/;.;J-/"'lj, ~_, ______.__________
___________ , wit n e sse s, t his 1 s ~~a y 0 f !l A R fJi ) 9 8. ,5 .
( I ' ~?;;:; 1-'_~
'.J~~_C~~~---____
WITNESS
En L ~ ,ail
' ~ 0 '?ffJ.1 0\!T L'P '\., . <, (".\\...l'T ,~"---"'
- ,.s...L.\..l~2l....l.-___ ~L~_ ~_,~~__
WITNESS
wTTHESS------------------------
(SEAL)
'Ill, ,/) 1/ l-/
-.-!..J~~f-LL2;c:l.Ud;.,.ll~'=_'ti~___._______
NOT P.. R Y' PUB L I tMAllY AllIIE SMITH. HOTARY PUBliC
CAllustE BOliO. CUMBERLAND CO Ulfn
--- .~""'~M^" rVDIJ)tll '11IW 1~ .1936
LAW OFFICES
IRWIN & McKNIGHT
A.
Settlement State~~~~----------\
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 17013-3222
(717) 249-2353
U.S. Department of Housing and Urban Development
OMI? No. 2502-026~.xpi~s 9/~Q/20062____ __
S TYPE OF LOAN
1. OFHA 2. DFmHA 3. DConv. Unins.
4. OVA 5. DConv. Ins.
-6-:-FILE NUMBER ~-7. LO,AN NUMBER
ROBINSONR6.05 _---1868047
B. MORTGAGE INSURANCE CASE NUMBER
This TomlTSTurOlsh8010 gIve you a statement of acruar settlement coiI5.Amounts pal 0 an y e se emen agen are sown.
Items marked "(p.o.c.)" were paid outside the closing; they are shown here for information purposes and are not included in the totals.
WARNING: It is a crime to knowingly make false statements to the United Stales on this or any other similar torm. Penalties upon
conviction can include a fine and rmprisonment. For delails see: rble 18 U. S. Code Section 1001 and Section 1010.
RONALD M. ROBINSON
1214 GEORGETOWN CIRCLE, CARLISLE, PA 17013
GERALD L. SHUE ESTATE
TilleExpress Settlement System
Printed 06/16/2005 at 14:Z0 JMR.
C. Note:
D. NAME OF BORROWER:
ADDRESS:
E. NAME OF SELLER:
_____MJJJRESS:
F. NAME OF LENDER:
_._ADDRESS:
G. PROPERTY ADDRESS:
AMERICAN HOME MORTGAGE
l
710 HILLSIDE DRIVE, Carlisle, PA 17013
LOT 131 hEAT!:IERLANDS, Carlisle Borough
H. SETTLEMENT AGENT: I&M REAL ESTATE SERVICES, LLC, Telephone: 717-249.2353 Fax: 717.249-6354
_-.fLACE OF SETTLEtylENT: West Pomfret ProfessiQ.l!.al B~~O West Pomfret Stree~arlisle. PA 17013
/. SETTLEMENT DATE: 06/16/2005
=__)~~Jt~~AR1QF I!ORROWER'~ TRANSACTION:
.JJlL9.BOSS A~OUNI]UE F.ROM_ BORROWER__
_JQL_c:ontr?.f1~aleilli~_
__1.Q.L..E~I~Q..~Il'[QP.~rtY....-..__
_J.9L~lli~ment~harg~s to borrower (line 1400)
._1.Q.L_____________
_.102..________
_ __________Acjil,!stm
_JQ.~Q9unty 19~_
I 10B. School Tax
I .--~----~---
_JQ~________
110.
----'---~------_.--~---
5,736.45
. K. SUMM.ARY OF ~~L~ER~S TRAR~_~ClI0N~---
400. GROSS AMOUNT DUE TO SELLER
401. Contract sales price
402. Personal Properly
403.
...JQL_.
405.
l--=i.3.1JQQQ.OO
-~k~-=-~
131,000.00
ents for items paid bv seller u:! advance
06/16/05 to 12/31/05
-------..
06/16105 to 06130105
365.72 407.
70.50 40B.
409.
410.
411.
412.
137172.67 420. GROSS AMOUNT DUE TO SELLER
I !inn RFnllr.T1nN~N Aurlllt./T n,iCT-" ~I::I I r=o
Adjustments for items ~~tU?~_I~in~dva,,!c:~_
Count v taxes 06/16/0510 12/31/05 3~Ul
School Tax 06/16/051006/3Ql9~__ _______).0.50
.JJL____
112.
.J..?O. GRpSS AMOU.~T D1J~EROM BOR~OWER
_1_QM~Q1I.NTS PAID BY OR ON BEHALF OF BORROWER
tl1A~~_,-21
"..~<",."",......;.",.............,.._,",,,,,,.....,_~~I"'-."
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
. L. SETTLEMENT CHARGES
~------------~---------_._--
_l.Q~JOJAL SALES/BROKER'S COMMISSION based onyrice $131,000.00 =
__R.i'{i~iQIJ2L~Qf!!lllis;>iofL(line 700) as follows:
_JO.1._1____ to
702. $ to
)O:L~Q.IllJllj?.$lQ.I1..P.?id at Settlement
8Q~,ITEMS PAYABLE IN CONNECTION WITH LOAN,
_JlQJ..,-lQ.~n_QrjglDC3.tion F~e 1.000 %AMERICAN HOME MORTGAGE
8iR..-lQan Di~9JJ!!t %
B03. AppraisaLE~ to AMERICAN HOME MORTGAGE
1i0~ Credit Report to AMERICAN HOME MORTGAGE
8Q~~ DU/LP Fee to AMERICAN HOM~f!QBTG~GE
_Jl.QPJundinQ ~eview Fee to AMERICAN HOME MORTGAGE
,JLO~.MERS Registration Fee to AMERICAN HOME MORTGAGE
~QLJax Service Fee to AMERICAN HO~~ MORTGA,GE
_~Q~ood Hazard Fee to AMERICAN HOME MORT~G;,
810.
----_.
_~.1L,_____
gOO. ITEMS REQUIRED ,BY LENDER TO BE PAID IN ADVANCE
_(tQLlnterest From 06/16/2005 to 07/01/2005 @$ Iday
_9.PL~.Q~Qe Insurance Premium for to
JLQ.~c. Hazard Insurance Premium for to
~.Q1,
,.JQ5,_________,
,.1Q.oO.ItESERVES DEPOSITED WITH LENDER FOR
JOO1Jjaza
,.JQQ2. Mortg
1QQ:LCity P
_1.9.P,'lC ou n y
1 aOi. SchQ
-1QQii.o.. Flood
,JQ.Q_9,,_Aggfg
.J.tOO. TITL
1~110j, Settle
.-JJ..Ol~~
1103. Title e
J.J.Q'Llm~ insurance. birl.der
--11.05. Docum~,Il\,PreQaration
I 1H\a ,,~,~_.r_h
File Number: ROBINSONR6-05 PAGE 2
Titl~l;,xpress !:1Bttlem~t System Prinled 06/16/2005 at 14:~O JMR
PAID FROM PAID FROM
BORROWER'S SELLER'S
FUNDS AT FUNDS AT
SETTLEMENT SETTLEMENT
-
LR 1L048.00
-
LR 400.00 ----
LR 8.25
LR 21.70
,-,
LR 430.00. ----
LR 3.95
~-_.
LR 74.00
~-,
---~- LR 15.00
._--~.
-'---'--
~---
~ 256:1f~
15 Days
rd Insurance 5 mo. (Q2 $ 32.67 /mo -
LR 163.35
~ Insurance mo. (Q2 L ------
Imo
,--
IQfl~[jyla~_ mo.~ Imo ,
,
t Property Tax 6 mo...@.L 55.90 Imo LR 335.40
Q[J~- 13 mo.(Q2$ 142.96 Imo ,
LR 1.858.48 ,J
3 mo. @J... 65.42 /mo LR 196.26 I
gQ\e An..9ly-s,is Adiuslment 10 AMERICAN HOME MORTGAGE LR -540.98 0.00
E CHARGES
ment or closinQ fee _I
act or title search -
xamination --,
~. ~
--:;---:.-,-:;-:;-.:_.,;;;:c-:,C;;;Ck:;-":;';;;;'-~:~"''';;;'''-~;.''''~~_'_''__~=_~''
fvlm
ME1\ilBERS 1st
FEDERAL CREDIT UNION
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/05 to Date of Death
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/05 to Date of Death
Name of Joint Owner
Estate of: GERALD L. SHUE
Date of Death: 04/09/2005
Social Security Number: 307-34-5509
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52973 -00
03/01/1978
$13,416.70
$2.60
$13,419.30
$12.05
None
52973 -11
12/31/1979
$1,122.74
$.00
$1,122.74
$.00
None
j~B~RS 1ST>E~~RAL CREDIT UNION
L / ;'/t; b' 1 // /,,!~ ;1
/. </L ~ if [Lv fZ-
Denise A. Wolfe li
Insurance Services Supervisor
May 5, 2005
5()()OLouiseDrivl'. PO.Box40. Mech~ll1icsburg,Petlnsylvania17055. (7!7)6'J7-116!. wwwmcmberslst.org
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WORK I/'.JGER SEMt1EL FH
7178543211
06/21/05 02:16pm P. 001
FAX
To:
Company:
Fax:
Phone:
. Vl.w,(n g Me.KMght
717-249-6354
From:
Fax:
Phone:
WaltfUrr.geA-Se.mmei. F.H. a.nd CJr.ematoJr.J...um, lne..
717-854-3211
717-854-2315 oJt 845-4526
For the Funeral Expenses of
Ge.Jr.rLf..d L. Shue.
June. 21, 2005
Pe..Mona1 g PltOneA1J-LOVUU SeJ1.v,(c.eA
UJ.J e 06 Fac.J.LLt.LeA ~ Equ.LpmeVLt
U.6e. 06 AtLtomatoLve Equ.<.pme.nt
$ 1905 00
It em}, 06 /vi eJtc.h. a.rr.W e :
Ca.6f2.e.:t
VauLt
7425 00
695 00
2120 00
ecu, h Ad.vanc-eA:
Flowe.AO g, P A S~ at e. Tax.
YoJt~ Ne~papeJt Co. Ch~ge.
M.:t. Ro.6e. Ce..me..:te.Jty Ch~ge.
Va.uLt .6 e.Jt vic- e.. e.hCUlg e. b y c. em e.t V'u.f
Re.v. ThomiUl '0. Bel.w
( 20) C e.Jr.;t.{. n J.. e.d C (/ poL e.6
732 50
91 80
995 00
80 00
150 00
120 00
1569 30
Totaf.
1905 00
2120 00
7569 30
5594 30