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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
0006
NUMBER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
21
2006
YEAR
COUNTY CODE
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SEARS, JOHNF.
SOCIAL SECURITY NUMBER
502-03-6515
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DATE OF DEATH (MM-DD-YEAR) I' DATE OF BIRTH (MM-DD-YEAR)
12/21/2005 04/13/1918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under See, 9113(A) (Attach Sch 0)
[81 1. Original Return
D
[81
D
D 2. Supplemental Return
D
D
D
4. Limited Estate
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
1 and 1-1-95
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
AME
!Z Lisa Marie Coyne
~ IRM NAME (If applicable)
~ Coyne & Coyne, P.c.
ELEPHONE NUMBER
717/737-0464
COMPLETE MAILING ADDRESS
3901 Market Street
Camp Hill, P A 17011-4227
(1 ) None
(2) None
(3) None
(4) None
(5) 128,305.42
(6) None
(7) None
(8)
(9) 18,263.45
(10) 1,797.92
O~TjCjAL USE ONL.. Y
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)
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5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
128,305.42
11. Total Deductions (total Lines 9 & 10)
(11 )
20,061.37
108,244.05
12. Net Value of Estate (Line 8 minus Line 11)
(12)
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)
(13)
(14)
108,244.05
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 108,244.05 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
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0.. 17.Amount of Line 14 taxable at sibling rate x .12 (17)
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19. Tax Due (19)
4,871.00
4,871.00
20. [81
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Form REV-1500 EX (Rev. 6-00)
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Copyright 2000 form software only The Lackner Group, Inc.
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 2006 - 0006
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
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
_________0"_'__
--_._.~~...._..,.-
SEARS, JOHN F.
DESCRIPTION
Members 1st FCU-- Savings Acct. No. 11887-00
2
Members 1st FCU-- Checking Acct. No. 11887-11
3
Members 1st FCU-- Investment Savings Acct. 11887-05
4
Members 1st FCU-- Certificate of Deposit No. 260785-45
5
Members 1st FCU-- Certificate of Deposit No. 260785-46
6
Memberst 1 st FCU-- Certificate of Deposit No. 260785-47
7
2004 Ford Crown Victoria (Fair Condition-- per Blue Book Value)
8
Misc. furniture and personalty
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
642.00
809.00
28,269.00
30,124.00
30,145.00
30,151.00
8,065.00
100.00
128,305.00
REGULAR 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
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
Name of Joint Owner
INVESTMENT 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
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
VISA CREDIT CARD ACCOUNT:
Account Number
Date Account Established
Balance at Date of Death
Name of Joint Cardholder
Estate of: JOHN F. SEARS
Date of Death: December 21,2005
Social Security Number: 502-03-6515
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MEMBERS 1st
FEDERAL CREDIT UNION
11887 -00
10/01/1974
$642.01
$.35
$642.36
None
11887 -11
12/31/1979
$809.10
$.00
$809.10
None
11887 -05
10/07/1985
$28,238.61
$30.64
$28,269.25
None
260785 -45
10/31/2005
$30,075.42
$48.78
$30,124.16
None
260785 -47
10/31/2005
$30,091.48
$59.19
$30,150.67
None
4121449998014828
04/02/1991
$8.95
None
260785 -46
10/31/05
$30,087.92
$56.88
$30,144.88
None
ME.RS 1S)f~ERA..L CREDIT UNION
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Denise A. Wolfe /
Insurance Services Supervisor
February 9, 2006
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5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
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*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I
ESTATE OF SEARS, JOHN F.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 - 2006 - 0006
5,922.50
300.00
120.00
200.00
6,000.00
200.00
78.00
75.00
5,368.00
18,263.45
Debts of decedent must be reported on Schedule I.
AMOUNT
ITEM
NUMBER
A.
FUNERAL EXPENSES:
Malpezzi Funeral Home
1.
2.
Reception
3.
Obituary, Grand Forks, North Dakota
4.
Flowers
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
DESCRIPTION
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Coyne & Coyne, P.c.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Postage
2
Legal Advertisement-- Cumberland Law Journal
Total of Continuation Schedule{s)
TOTAL (Also enter on line 9, Recapitulation)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ScheWIe H
Funeral Expenses &
Mninistrative Cos1s continued
ESTATE OF
SEARS, JOHN F.
10
11
12
13
3
Legal Advertisement-- Patriot News
4
Filing Fee-- Inheritance Tax Return
5
Reserves
6
Storage Fee Rental
7
Mileage for Executrix @ $0.445
Lodging, Meals, Toll Calls, Absence from work for Executrix
8
9
Cleaning Supplies
Estate Checks
Moving and Cleaning Apartrnent--Shawn Norton
Inspection, Repairs, and Registration of Car
Income Tax Preparation Fee
FILE NUMBER
21 - 2006 - 0006
Page 2 of Schedule H
100.00
15.00
2,000.00
110.00
534.00
2,000.00
40.00
150.00
13.00
206.00
200.00
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF SEARS, JOHN F.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
----
----------
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Essex House
2
Dell Computers
3
Swiss Colony
4
Uncleared Checks
5
Verizon
DESCRIPTION
FILE NUMBER
21 - 2006 - 0006
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
1,035.00
81.00
156.00
209.00
317.00
1,798.00
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SEARS, JOHNF.
FILE NUMBER
21 - 2006 - 0006
RELATIONSHIP TO
DECEDENT
Do Not List Irustee(sL
AMOUNT OR SHARE
OF ESTATE
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Kathleen Sears
Daughter
1/2 Residual Estate
2
Theresa Sears
Daughter
1/2 Residual Estate
I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she~t
I I
II. I 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 SHEEr
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2006-00006
Esta te Of: JOHN F SEARS
PA No. 21-06-0006
(First. Middle, Last)
a/k/a:
Late Of:
JACK SEARS
LEMO YNE BOROUGH
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 502-03-6515
WHEREAS, on the 4th day of January 2006 an instrument dated
February 11th 1997 was admitted to probate as the last will of
JOHN F SEARS
(First Middle, Last)
a/k/a
JA CK SEARS
late of LEMOYNE BOROUGH, CUMBERLAND County,
who died on the 21st day of December 2005 and
WHEREAS, a true copy of the will as probated ~s annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills ~n and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
KATHLEEN A SEARS
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record ~n my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 4th day of January 2006.
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Re Ister of Wills
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT
OF
JOHN F. SEARS
I, JOHN F. SEARS, Social Security Number 502-03-6515, of the State
of pennsylvania, declare that this is my LAST WILL AND TESTAMENT and I
revoke all other wills and ~odi~ils previously made by me.
FIRST: I appoint my daughter, KATHLEEN A. SEARS of Maryland as my
Personal Representative concerning this will. If my daughter, KATHLEEN
A. SEARS of Maryland is unable or fails to serve, I then appoint
my daughter, THERESA A. SEARS of Pennsylvania to serve as my Personal
Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon af.ter my death ,as may be pr,acticable, and to payor
deliver every legacy or bequest.to rnyb~I!eficiaries without waiting any
time that may be believed to be!customary in probate matters.
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e. I have served in the Armed Forces of the united states.
Therefore I direct my Personal Representative to consult with a Legal
Assistanc~ Attorney at the nearest military installation and with the
Department of Veterans Affairs and ~he Socia~ SecuritY,Administration
to ascertain if there are any beneflts to WhlCh my famlly members are
entitled by virtue of my military service.
f. I may leave a letter of intent with the executed copy of
this will for the purpose of giving guidance to my Personal
Representative concerning the distribution or sale of certain items of
my property. I request, but do not require, that my Personal
Representative honor my wishes therein expressed.
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my daughters,
KATHLEEN A. SEARS and THERESA A. SEARS and to any child or children
that have been or may be born to or adopted by me, in shares of
substantially equal value to be divided as they may agree.
a. If any of my children shall not survive me, then the
share of that deceased child shall go to the descendants of that child,
who are to take per stirpes and not per capita. If any of my children
shall not survive me and shall not be survived by any descendants, then
the share of that deceased child shall be distributed to my surviving
children and the descendants of any of my other children who fail to
survive me, in the manner set forth above.
b. If they are unable to agree, the division among my
children and the descendants of any of my children who fail to survive
me shall be made by my Personal Representative, in that person's sole
and absolute discretion. I empower my Personal Representative to sell
any or all of such property, if such property is not distributed in
kind hereunder, and to distribute the proceeds among my said children
in substantially equal shares. Any determination of my Personal
Representative as to what should pass or be sold under this paragraph
and to whom it should pass or be delivered or at what price it should
be sold shall be conclusive.
THIRD: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
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FOURTH: Any beneficiary who fails to survive until one hundred
twenty (120) hours after my death shall be deemed to have predeceased
me, and the gift to that beneficiary shall be disposed of accordingly.
FIFTH: Definitions:
a. The term "children" as used in this will includes adopted
and afterborn persons. The term "children" as used in this will shall
not include step-children, the natural born or adopted children of a
person's spouse who are not the natural born or adopted children of the
person. A relationship by or through legal adoption shall be treated
the same as a relationship by or through blood for purpose of
succession to property under this will.
b. The term "descendants" as used in this will means the
immediate and remote lawful, lineal descendants by blood or adoption of
the person referred to who are in being at the time they must be
ascertained in order to give effect to the reference to them.
c. The term "Personal Representative" as used in this will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
d. The term "per stirpes" as used in this Will means that
whenever a distribution is to be made to the descendants of any person,
the property to be distributed shall be divided into as many shares as
there are (1) living children of the person, and (2) deceased children,
who left descendants who are then living, of the person. Each living
child (if any) shall take one share and the share of each deceased
child shall be divided among his then living descendants in the same
manner.
SIXTH: In addition to any powers granted by the laws of the state
in which this Will is probated, I hereby authorize and empower the
fiduciaries named in this Will, to the extent of the discretion herein
granted, to sell, exchange, convey, transfer, assign, mortgage, pledge,
lease or rent the whole or any part of my real or personal estate, to
invest, reinvest, or retain investments of my estate, to perform all
acts and to execute all documents which my fiduciaries may deem
necessary or proper in regard to my property. If any of my fiduciaries
elect to receive compensation for services, such compensation will be
that allowed by law.
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SEVENTH: If any part of this will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effec~ive and fully
operative. My Personal Representative may seek and obtaln court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative.
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
on February 11, 1997, set my hand and seal to this my LAST WILL AND
TESTAMENT, consisting of 4 typewritten pages, each page bearing my
handwritten signature.
This document was prepared under the authority of 10 D.S.C.
section 1044, and implementing military regulations and instructions,
by John T. Rothwell, who is licensed to practice law in the State of
Arkansas.
V~ARf' ~ (SEAL)
The foregoing instrument was, at Carlisle Barracks, Pennsylvania,
on February 11, 1997, signed, sealed, published and declared by JOHN F.
SEARS, the testator, to be his LAST WILL AND TESTAMENT in the presence
of all of us at one time, and at the same time we, at his request and
in his presence and in the presence of each other, have hereunto
subscribed our names as attesting witnesses, and we do so verily
believe that the said testator is of sound and disposing mind and
memory at the date hereof.
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CO~~ONWEALTH OF PENNSYLVANIA
CUMBERLAND COUNTY
ACKNOWLEDGMENT
I JOHN F. SEARS, testator, whose name is signed to the attached
or for~going 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.
~~rr~
~ N F. SEARS
AFFIDAVIT
(SEAL)
We, Lep~ P G-pT4SJ(J-L , f!aPlvte(ovJ Ii jfoH-f'lov-qkvand
65~ G-C:OIf'-G€ , the witnesses, sign our names to this
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed the will as a witness; and that to the best of our
knowledge the testator was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
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witness
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witness
z3.d-e-,.
witness
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Subscribed, sworn to and acknowledged before me by JOHN F. SEARS,
the testator, and subscribed and sworn to before me by
t f 0,) P. r:; () TA r j(J e.
C sfet:: b-e-o e ~
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, JldI1M-e!cn~~ /iSfolA.ehi'dk.~, and
, the witnesses, on February 11, 1997.
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RaSE.A.
From:
Sent:
To:
Cc:
Subject:
Lisa Coyne
Tuesday, March 28, 2006 6:46 PM
'Kathleen Sears'
Matt Seagrist; Ann
Sears Estate
28 March 2006
Kathy:
~ w~1I be out of the office t~morrow through Friday. I have the inheritance tax return w/Anne for your signature A
Indicated. you h~d a question concerning our invoice being less than the amount reflected on the Inheritance t~x ;e~~rn
used a hlg~ e~tlmate of t~e atty. fees for the Return in order to take advantage of the discount and taxable net of th .
estate. I will file the Inhentance Tax on Monday when I am back in the office. e
Havin~ said that, as far as checks for tomorrow (or whenever you stop by to sign the Inheritance Tax Return) I ne d th
following: . e e