HomeMy WebLinkAbout01-31-06 (2)
~;E\- 1')00 EX (6-0Q)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Shenk, Kerry A.
DATE OF DEATH (MM-DD-YEAR)
11/01/05
REV-1500
FILE NUMBER
21 05
INHERITANCE TAX RETURN
RESIDENT DECEDENT
0977
-----
-- --
NUMBER
COUNTY COOE YEAR
SOCIAL SECURITY NUMBER
172-36-1455
DATE OF BIRTH (MM-DD-YEAR)
07/04/48
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
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~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise Idate of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
JL 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
Jacqueline M. Verney, Esquire
44 South Hanover Street
Carlisle, PA 17013
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NAME
Jacqueline M. Verney, Esquire
FIRM NAME (If Applicable)
Law Office of Jacqueline M. Verney, Esquire
TELEPHONE NUMBER
(717) 243-9190
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)
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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)
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)
(1)
(2)
(3)
(4)
(5)
198,000.00
0.00
0.00
0.00
119,617.57
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(6)
0.00
c.:.;,
(7)
0.00
(9)
(10)
(8)
33,352.73
93,460.80
(11)
(12)
(13)
317,617.57
126,813.53
190,804.04
0.00
(14)
190,804.04
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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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 of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x .0 (15)
0.00
0.00
22,896.49
0.00
22,896.49
---~._--~-~-----_..-~-_.-
190,804.04
x .0 __ (16)
x .12 (17)
x .15 (18)
_._-------_._--_..-----_..---------_.~.---~'-.---
(19)
20.0
Decedent's Complete Address:
STREET ADDRESS
13 Beechcliff Drive
--
CITYC \. I
ar IS e,
I STATE
PA
I ZIP
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 )
1.144.82
Total Credits ( A + B + C ) (2)
1,144.82
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)
0.00
22.896.49
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
21,751.67
A. Enter the interest on the tax due.
(5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
21,751.67
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 of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
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? ........................................................................................................................ ~
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 perjury, 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.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
:~IGNA.T . E OF PERSON RESPO~ING RETURN
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ADD SS ~
1095 Longs Gap Road Carlisle, PA 17013
~~~~JPf~~R O'"IX TV"~TIVE
~Rf#'--~-=-~
44 South Hanover Street Carlisle, PA 17013
~-_._~.. .
DATE
01/30/06
DATE
01/30/06
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. 99116 (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 use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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-1502 EX+ (6-9~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Shenk, Kerry A.
FILE NUMBER
21-05-0977
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 knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
13 BeechcliffDrive Carlisle, PA 17013
198,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
198,000.00
/
S. W. Barrett Real Estate & Appraisal Services
File No. 06-0001
01/23/2006
Jacqueline M. Verney, Esquire
44 South Hanover Street
Carlisle, PA 17013
File Number: 06-0001
Dear Ms. Verney;
In accordance with your request, I have personally inspected and appraised the real property at:
13 Beechcliff Drive
Carlisle, PA 17013
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of November 1, 2005 is:
$198,000
One Hundred Ninety-Eight Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
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Cassandra J. Crockett
Certified Residential Appraiser
REV-150B EX+ (6-9B)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Shenk, Kerry A.
FILE NUMBER
21-05-0977
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Fulton Bank checking acct.#1700-75569 12,524.16
2 Fulton Bank checking acct#1801-75108 1,344.04
3 1980 Ford Street Machine & related parts 15,350.00
4 1990 Lincoln Mark VII 1,210.00
5 2002 Ford Econoline 10,245.00
6 PSECU Acct 0172361455 376.37
7 Lawn Tractor/Snow blower 5,140.00
8 Snap on tools 15,000.00
9 Other tools 23,783.00
10 Trailer 5,000.00
11 Monach Disability Claim 1,950.00
12 Misc tools sold 5,351.00
13 Disability ins premium refund 109.00
14 Misc guns & supplies sold 2,838.70
15 guns 15,172.00
16 business accts receviables 886.36
17 misc dishes sold 110.00
18 AAA refund 21.00
19 Prudential ins refund 5.30
20 AT&T refund 52.89
21 Erie Ins windshield replacement claim 248.75
22 Federal, state, local income tax refunds 2,900.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
119,617.57
Fulton Bank
LISTENING.
December 23, 2005
Fulton Bank
6520 Carlisle Pike
Mechanicsburg, Pennsylvania 17055
Dear Mr. Shenk:
RE: Kerry A. Shenk, deceased November 1,2005
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Visa # 4301731260033327, open May 1989, credit limit $4,500.00,
date of death balance owing $3,831.89, in his name only.
Checking # 1700-75569, open 9/9/1974, balance $12,524.16, in
his name only.
Check Credit # 0170075569, open 4/8/1975, for $2,500.00, balance
$-0-, in his name only.
Checking # 1801-75108, open 7/14/1980, balance $1,344.04, in
his name only.
Installment Loan # 0161388408, open 5/7/2003, principal balance
owing $49,512.14,121 payments @ $666.59, secured by a collateral
mortgage, in his name only. Please fax any payoff requests to our
Direct Banking Center at (717) 569-6316.
Equiline # 0885222265, open 8/30/1996, principal balance $20,702.29,
billed monthly, secured by collateral mortgage, in his name only. Please
fax any payoff requests to our Direct Banking Center at (717) 569-6316.
If you should have any further questions, please do not hesitate to contact me at (717)
291-2437.
\;U~~ 1=; ()Ei\~ 'rjJr~L
Very truly Yf!s,
~'\lU\\..~. . lli... 3~
Karen D. Hill gas ~
Credit Inquiry Processor
~nS->)iCr to
t-Jn~n1'(in
Lancaster, PA 17604
fultonbank.com
1-800-FULTON-4
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7tley Blue Hook - fJnvate fJany Poclng Kepon - Lincoln, lvlark \' 11
Page I ot 3
Kelley Blue Botk
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1990 Lincoln Mark VII LSC Sedan 20
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Suggested Retail Value
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Condition
Excellent
Value
$1,855
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Estimated Payments
$24 /mo @ 6.85% APR
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http://www.kbb.com/kb/ki.dlllkw.kc.ucp?kbb.PA;;PA041;& 170 13&;044094&;;ucp;lux& 17;LI;B9
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$1,570
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Engine: V8 5.0 Liter
Transmission: Automatic
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Power Steering
Power Windows
Power Door Locks
Cruise Control
AM/FM Stereo
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Alloy Wheels
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Leather
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Blue Book Private Party Value
Private Party Value is what a buyer can expect to pay when buying a used
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"As Is" and carries no warranty (other than the continuing factory
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1/24/2006
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2002 Ford Econoline E350 Super Duty Cargo Van
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Selected Optional Equipment
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Private Party Value is what a buyer can expect to pay when buying a used
car from a private party. The Private Party Value assumes the vehicle is sold
"As Is" and carries no warranty (other than the continuing factory
warranty). The final sale price may vary depending on the vehicle's actual
condition and local market conditions. This value may also be used to derive
Fair Market Value for insurance and vehicle donation purposes.
http://www.kbb.com/kb/ki.dlllkw.kc.ucp.)kbb.PA;;PA041;& 17013&;573931&;;ucp;van&5;FT;C4
1/24/2006
whs2083@comcast.net
To: vshenk@aholdusa.com
cc:
bcc:
Subject: appraisal
01/23/200609:09 AM
TO: Vivian Shenk
From: William H. Smith, Appraiser
2083 Schoolhouse Rd.
Middletown, P A 17057
Phone: 717-948-0935
Cell: 717-805-2353
The appraisal value of the 1980 Ford Street Machine and related parts is $15,350 (fifteen
thousan, three hundred fifty dollars).
REV-1510 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Shenk, Kerry A.
FILE NUMBER
21-0'l-Ogn
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. . Continental General Insurance-retirement $61,463.5 100% 100% 0.00
transferee-Estate of Kerry A. Shenk
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
-----\ ~
-~-
'CGr CONTINENTAL GENERAL
P.O. Box 29136
Mission KS 66201
(800) 284-2898
www.continentalgeneral.com
December 1 , 2005
The Estate of Kerry A. Shenk
c/o Dennis M. Shenk, Executor
1095 Longs Gap Road
Carlisle, PA 17013
Re: Kerry A. Shenk, deceased
Policy: 92581979 Claim 500-188
Dear Mr. Shenk:
Based on the proofs received, a claim against the above referenced policy has
been approved.
The ~nclosed check in the amount or-~resents the full account
value ($61,463.51) of the policy plu~th clai Inte~-fA--tne'_-.9mount of
$248.50. The value of this account at the time of death w~l!.~:iE~d1J
These proceeds are paid to you as the Executor of the Estate of Kerry A. Shenk,
the beneficiary of this policy.
We are glad to be of service. If you have any questions or if we may be of further
service, please let us know.
Sincerely,
~e<M 'UI~
Kevin Weeks, ALHC, HIA, ACS
Life Benefits-Claim Department
REV-1511 EX+ (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-05-0977
ESTATE OF
Shenk, Kerry A.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
1.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Blue Ridge Memorial Gardens, LLC
Zimmerman Auer Funeral Home, Inc 4100 Jonestown Road Harrisburg, PA 17109
meal
3,480.00
8,302.40
498.30
2
3
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Dennis M. Shenk
Social Security Number(s)/EIN Number of Personal Representative(s) 206-32-2003
Street Address 1095 Longs Gap Road
0.00
City Carlisle
State PA Zip 17013
Year(s) Commission Paid:
2.
Attorney Fees
20,000.00
3. 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
4.
Probate Fees
450.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
85.00
7.
Advertise Estate Cumberland Law Journal-$75.00; Sentinel-$137.03
Barrett Appraisals
Postage
212.03
300.00
25.00
8
9
33,352.73
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
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immerm~uer
FUNERAL HOME, INC.
4100 JONESTOWN ROAD, HARRISBURG, PA 17109 . 717545-4001 . MARIANNE E. CORL, SUPERVISOR
11-2-2005
25086
Dennis M. Shenk
1095 Longs Gap Road
Carlisle, PA 17013
Kerry A. Shenk - Deceased
X Professional Services
Limousine
X Early Pay Discount
$3,250.00
-$279.60
SUB TOTAL
$2,970.40
'-
(
a
~
~
(
Il
U
C
U
~
X Casket Batesville Mansfield
X Wilbert - Steel Vault
Suit/Dress
Underclothing
Slippers
X Register Book
X Memorial Folders
X Thank You Cards
Crucifix
Other
$2,995.00
$650.00
/!.
~
$45.00
$40.00
$10.00
SUB TOTAL
S3,740.00
X Grave Opening Charge
X Cemetery Equipment
X Newspaper Patriot
X Newspaper Sentinel
Newspaper
Honorarium
X 10 Certified Copies @ $6.00
Hairdresser
X Flowers
Flowers
County Coroner Fee
X Honor Guard
Other
$950.00
$120.00
$144.00
$112.00
$60.00
$106.00
$100.00
SUB TOTAL
$1,592.00
TOTAL
PAID
BALANCE DUE
~ ct 1f(3U;?' J
$8,302.40
$8,302.40
~
.' ,. CJ
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
December 9,2005
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Jacqueline M. Verney, ESQUIRE
RE:
Kerry A. Shenk, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
---------------------------------------------------------------------
---------------------------------------------------------------------
Advertisement inserted on following dates:
November 25, December 2,9,2005
Advertising Cost
Second Proof Request
$ 75.00
$ 0.00
$ 0.00
$ 75.00
-------------
Proof of Publication
Payment Received
Total Amount Due
$
.00
Payment received November 22. 2005
by Becky H. MorgenthallExecutive Director
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16,1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
VIZ:
November 25, December 2, 9, 2005
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Shenk, Kerry A., dec'd.
Late of Silver Spring Township.
Administrator: Dennis M. Shenk,
c/o Jacqueline M. Verney, Es-
quire, 44 South Hanover Street,
Carlisle. PA 17013.
Attorney: Jacqueline M. Verney,
Esquire, 44 South Hanover
Street, Carlisle, PA 17013.
~ .//
/---kt-v 2-- C",
( ~i9' Marie Coyne, Eftor
''-.____-.~---r
SWORN TO AND SUBSCRIBED before me this
9 day of December, 2005
~-<~LL xinrPA/
Notary
...... /t...../.'
j//f
~rTT ANCE ADDRESS r BILL TO
HE SENTINEL - LEGAL JACQUELINE M. VERNEY
P.o. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BILLING DATE LINES
297368 10 PUBLIC NOTICES wolfc 11/30/05 36 * 2
AD DESCRIPTION START DATE STOP DA TE
ADMINISTRATOR NOTICE LETTERS OF AD 11/16/05 11/30/05
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 130.68
TOTAL AD CHARGE 130.68
3 PROOF OF PUBLICATION 01PRF 6.35
DA YS RUN
PURCHASE ORDER PAY THIS AMOUNT
Est.KerryShenk 137.03 164.44*
RETAIN THIS PORTION FOR YOUR RECORDS
MESSAGE:
. AFTER 12/30105
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Tammy Shoemaker 243-2611, ext 203.
Fax your legals to 243-3754, attention Tammy Shoemaker
You can also EMAIL YOUrlegaltoclassifiedads:classified@cumberlink.com
Please send a cover letter including your name and address as an attachment
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tammy Shoemaker, Classified Advertising I\fanager , of The Sentinel, of the County
and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a
newspaper of general circulation in the Borough of Carlisle, County and State
aforesaid, was established December 13th, 1881, since which date THE SENTINEL has
been regularly issued in said County, and that the printed notice or publication
attached hereto is exactly the same as was printed and published in the regular editions
and issues of THE SENTINEL on the following day(s)
November 16,23,30,2005
COpy OF NOTICE OF PUBLICATION
ADMINISTRATOR NOTICE
letters of Administration on the Estate of KERRY A.
SHENK, late of the Township of Silver Spring,
Cumberland County, Pennsylvania, deceased, have
been granted to the undersigned.
All persons knowing themselves to be indebted to said
' Estate WIll make payment immediately and those
having claims will present them for sett'lement.
Dennis M. Shenk, Administrator
1095 longs Gap Road
Carlisle, PA 17013
Jacqueline M. Verney, Attorney
44 South Hanover Street
Carlisle, PA 17013
Affiant further deposes that he/ she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
p..u.~ "C. ation are true.,.
~d)\/YYln(,0
Sworn to and subscribed before me this
~~Jth.:...day of November, 2005.
GA UitL({)j I
7/ //)~/
My COmmission expires~ I /L. ~
COMMONWEALTH uF PENNSYLVANIA
Notarial Seal
Chnstina L. Wolfe, Notary Public
Car1isle Bora, Cumberland County
My Commission Expires Sept 1, 2008
I ..__ .
Member, Pennsyl'lani.o::: Af.~Dd~l;c:n Of N'Jtarres
File No. 06-0001
File Number: 06-0001
********* INVOICE *********
01/23/2006
Jacqueline M. Verney, Esquire
44 South Hanover Street
Carlisle, PA 17013
Borrower:
Invoice # :
Order Date:
Reference/Case # :
PO Number:
13 Beechcliff Drive
Carlisle, PA 17013
Kerry A. SHENK (Estate)
06-0001
01/03/2006
Appraisal Services
Invoice Total
State Sales Tax @
Deposit
Deposit
Amount Due
Terms: Payable Upon Receipt
Please Make Check Payable To:
S. W. Barrett Real Estate & Appraisal Services
126 North Hanover Street
Carlisle, PA 17013
Fed. I.D. #: 236646-804
YOUR SINGLE SOURCE...Professional, Efficient Service.
THANK YOU
$
$
300.00
$
$
($
($
300.00
0.00
$
300.00
REV-1512 EX+ (12-03) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-05-0977
ESTATE OF
Shenk, Kerry A.
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
10
11
1.
Fulton Bank Visa #4301731260033327
3,831.89
2
Fulton Bank Installment Loan 0161388408
49,512.14
3
Fulton Bank Equiline #088522265
20,702.29
1,392.82
3,107.09
12.17
4
Bank of America Credit Card 4024115261271480
5
Visa loan paymnets $2957.09 +$150.00
6
Comcast
7
Discover Financial Services, LLC
2,919.50
323.04
8
PP&L Nov payment $166.26 +Dec payment $156.78
9
AT&T
104.60
MBNA America
4,750.27
Erie Ins. Co. auto ins $415.00 +$268.00
683.00
12
MBNA Platinum Plus for Business 4036-4750-0047-5693
2,085.74
1,108.00
13
Donegal Mutual Ins. $789.00 +$319.00 homeowner's ins and business ins
14
Hoffman Mechanical, Inc
341.64
15
Eagle Applicators-Fall fertilizer
141.74
16
49.18
Penn Waste
17
Sollenberger Colon & Rectal Surgery, L YD
20.00
18
31.80
U-Haul
19
Penn Dot -van registration
81.00
20
Scrap-it
13.54
21
Farlings Auto repair inspection of van & Lincoln
59.36
22
FSM Tools & Supplies
6.00
23
Hart Rifle Barrels, Inc
20.00
24
Safelite Glass Corp
298.75
25
Subway Auto Body Collison
1,072.16
92,667.72
Sub TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Total
93,460.80
REV-1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Shenk, Kerry A.
FILE NUMBER
21-05-0977
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
26
Robert W. Hart & Son
39.73
27
Patriot Propane
527.44
28
Hardwood Warehouse of Pa
225.91
Sub TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
793.08
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Shenk, Kerry A.
FILE NUMBER
21-05-0977
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Dennis M. Shenk 1095 Longs Gap Road Carlisle, PA 17013 brother 100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)