HomeMy WebLinkAbout04-19-06
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150560411:25
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes" .
PO BOX 280601
Harrisburq, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN 2 1
RESIDENT DECEDENT 0 6
File Number
o 081
Date of Birth
207037373
01222 0 0 6
03121918
Decedent's Last Name
Suffix
Decedent's First Name
S HOE M A K E R
RUT H
MI
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[X] 1. Original Return
o 4. Limited Estate
[X]
o
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 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number r--.:>
7 1 7 ~Cb 3 ~O 9
~D ::.0 >
REGISTE!!~S USS\1llNL Y
..>~iT1 -
,:.: co 5i? \.0
.::7' (") 0
:;0."
.~("-
:::;0
:-1::1 -4
-=-">
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
o
o
1
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
H A R 0 L D SIR WIN I I I E S Q
6 4 SOU T H PIT T S T
-0
:x
N
Firm Name (If Applicable)
I R WIN BAY LEY LAW
First line of address
Second line of address
C>
W
,,-)
>l'!
City or Post Office
State
ZIP Code
DATE FILED
CARLISLE
P A
17013
Correspondent's e-mail address:IRWINLAW@EARTHLlNK.NET
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 nd complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURf~ON)P ISLE FOR FILING RETURN
ADDRESS
1315 NEWVILLE PA
TIVE
DATE
CARLISLE
PLEASE USE ORIGINAL FORM ONLY
PA 17013
Side 1
L
15056041125
15056041125
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15056042126
REV-1500 EX
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . . . . . . . . . . . . . . . . 14.
Decedent's Social Security Number
2 o 7 o 3 737 3
0 0 0
0 0 0
0 0 0
0 0 0
1 7 6 1 0 0 5 1
0 0 0
0 0 0
1 7 6 1 0 0 5 1
3 0 0 2 5 6 5
2 5 7 9 3 8
3 2 6 0 5 0 3
1 4 3 4 9 5 4 8
8 0 0 0 0
1 4 2 6 9 5 4 8
Decedent's Name: RUTH E. SHOEMAKER
RECAPITULA TION
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B)
.................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
........................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7)
... ... .......... .... . ...... 8.
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
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) . .'. . . . . . . . . . . . . . . . 13.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O _
16. Amount of Line 14 taxable
at lineal rate X .0
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
o
o 0
15.
o 0 0
o 0 0
o
o 0
16.
o
o 0
17.
o 0 0
2140432
1 4 2
695
4 8
18.
19. Tax Due
. . . . . . . . . . . . . . . . . 19.
2 140 4
3 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
D
Side 2
L
15056042126
15056042126
---I
REV-1500 EX Page 3
Decertent's Complete Address:
File Number
0081
DECEDENT'S NAME
RUTH E. SHOEMAKER
STREET ADDRESS
77 BROAD STREET
CITY I STATE I ZIP
NEWVILLE PA 17241
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
21,404.32
1,070.22
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
1 ,070.22
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in avalon Page 2, 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)
0.00
0.00
20,334.10
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(58)
20,334.10
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and : Yes No
a. retain the use or income of the property transferred; ...................................................................... D 00
b. retain the right to designate who shall use the property transferred or its income; ............................... D 00
c. retain a reversionary interest; or ................................................................................................ D 00
d. receive the promise for life of either payments, benefits or care? ....................................................... D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... D 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. D 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P.S. S9116 (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 zero (0) percent
[72 P.S. S9116 (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 zero (0) percent [72 P.S. s9116(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 four and one-half (4.5) percent, except as noted in
72 P.S. S9116(1.2) [72 P.S. s9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. s9116(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.
Ht:V-l::'U<< t:)\.+ (b-~lj)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
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 rioht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter On line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1503 EX + (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1504 EX + (6-98)
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
DESCRIPTION
NONE
VALUE AT DATE
OF DEATH
0.00
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1507 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1508 EX + (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
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
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
DESCRIPTION
VALUE AT DATE
OF DEATH
1,400.00
1990 HONDA CIVIC LX SEDAN 4D
EXHIBIT B
1963 CHEVROLET NOVA
EXHIBIT C
2,200.00
PERSONAL PROPERTY
SOLD AT AUCTION FEBRUARY 11,2006
EXHIBIT D
M & T CLASSIC CHECKING # 0000002672067986
EXHIBIT E
26,878.00
867.80
M & T SAVINGS # 015004200934633
EXHIBIT E
4,828.03
ADAMS COUNTY/FARMERS NATIONAL BANK # 129801
EXHIBIT F
3,231.75
ADAMS COUNTY/FARMERS NATIONAL BANK # 9614834
EXHIBIT F
365.05
MEMBERS FIRST SAVINGS # 222750-00
EXHIBIT G
25.00
MEMBERS FIRST CERTIFICATE OF DEPOSIT # 222750-40
EXHIBIT G
50,097.36
MEMBERS FIRST CERTIFICATE OF DEPOSIT # 222750-46
EXHIBIT G
78,837.64
ERIE INSURANCE GROUP REFUND # Q 07-0500160 H
161.00
SPRINT NEXTEL REFUND
8.77
EGER FUNERAL HOME: PREPAID
EXHIBIT H
7,126.05
HIGHMARK PREMIUM REFUND
40.06
ERIE INSURANCE GROUP HOMEOWNERS REFUND # Q 52-0501708 H
34.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
176,100.51
REV-1509 EX + (6-98)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. NONE
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. NONE 0.00 0.00
TOTAL (Also enter on line 6, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
FILE NUMBER
0081
ESTATE OF
RUTH E. SHOEMAKER
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 DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLlCABLEI VALUE
1. NONE 0.00 0.00
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
EGGER FUNERAL HOME, INC
7,126.05
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) PAUL E. STOUFFER
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 1315 DOUBLING GAP ROAD
City NEWVILLE State PA Zip 17241
8,044.00
Year(s) Commission Paid: 2006
2.
3.
Attorney Fees HAROLD S. IRWIN III, ESQ.
8,794.00
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 CUMBERLAND COUNTY REGISTER OF WILLS
322.00
5.
Accountant's Fees
6.
Tax Return Preparer's Fees STOTT & STOTT FINANCIAL SERVICES
500.00
7.
8.
9.
CUMBERLAND COUNTY REGISTER OF WILL FILING FEES
MENTZER'S AUCTION SERVICE: PUBLIC AUCTION OF PERSONALTY
ROWE'S AUCTION SERVICE: PUBLIC AUTION OF TWO AUTOMOBILES
30.00
4,849.60
360.00
TOTAL (Also enter on line g, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
30,025.65
Hl::V-1512l::X + (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
FILE NUMBER
0081
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. M.E. RUSSEll SALT SREVICE # 5927
WATER SOFTENER TREATMENT
VALUE AT DATE
OF DEATH
30.00
2. PHARMERICA # 5713-01-03431
PRESCRIPTION
20.76
3. CLAREMONT NURSING & REHABILITATION
ACCOUNT 469
1,290.00
4. PP&l # 53100-72000
194.16
5. KOUGH'S Oil SERVICE
2-7-06 DELIVERY
180.68
6. R & W EQUIPMENT # 6928
AUTO DETAILING FOR AUCTION
253.23
7. NEWVilLE COMMUNITY AMBULANCE # NEWV-1258
124.00
8. ADAMS COUNTY/FARMERS NATIONAL BANK # 129801
CHECK 3215,3216,3217
WRITTEN & MAILED PRE-DEATH; CLEARED BANK ACCOUNT AFTER DEATH
486.55
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,579.38
"'"~""".'".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T AX RETURN
RESIDENT DECEDENT
ESTATE OF
RUTH E. SHOEMAKER
SCHEDULE J
BENEFICIARIES
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)J
1. PAUL E. STOUFFER ONE-SIXTH Collateral 0.16
1315 DOUBLING GAP ROAD
NEWVLLE, PA 17241
2. SHARON SUE BARRICK FIVE-EIGHTEENTHS Collateral 0.28
709 SHED ROAD
NEWVLLE, PA 17241
3. NANCY ELLEN STUM FIVE-EIGHTEENTHS Collateral 0.28
1329 DOUBLING GAP ROAD
NEWVILLE, PA 17241
4. PHYLLIS MAE MATTHEWS FIVE-EIGHTEENTHS Collateral 0.28
117 STRAYER DRIVE
CARLISLE, PA 17013
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. DOUBLING GAP CHURCH OF GOD CEMETERY ENDOWMENT FUND 800.00
NEWVILLE, PA 17241
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 800.00
FILE NUMBER
0081
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TEST AMENT
OF
RUTH E. SHOEMAKER
I, RUTH E. SHOEMAKER, widow, of 77 Broad Street in the Borough of Newville,
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 and making void any and all Wills by me at any time heretofore made.
1 . I direct my hereinafter named Executrices to pay all of my just debts and funeral
expenses as soon after my death as may be found convenient to do so. I direct that my funeral
services be conducted by Egger Funeral Home in Newville, Pennsylvania, in a manner substantially
similar to the aLTangements which I made for the funeral services of my husband. Raymond C.
Shoemaker. and that my body be inteLTed beside his on our burial lot located in the Doubling Gap
Cc:n1i.;tcf) Gf the CI-~Li.r'2h iJf Cui.
2. I give and bequeath the sum of Eight Hundred ($800.00) Dollars as an addition to the
endowment fund for the care of the Doubling Gap Cemetery of the Church of God and request that
the income arising therefrom be expended annually for the care and maintenance of the burial lot on
which the bodies of my husband and I are inten-ed lllcluding maintenance of any monuments
erected thereon, and any excess ll1come used for the care and maintenance of the cemetery
generally. In the event there is no existing trustee for the endowment fund of said cemetery, I direct
that the trustees of the Cemetery Association be the trustees of said fund but should they decline to
accept such appointment or cease serving as sl1ch, then whatever corporate trustee may be
Jesignaled by them as an altemate or successor trustee of the endowment fund for said cemetery.
3. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath as follows: one-sixth (1/6) to my
friend, Paul Stouffer: five-eighteenths (5/18) to my niece, Phyllis Matthews; five-eighteenths (5/l8)
to my niece, Nancy Stum; and five-eighteenths (5/18) to my niece, Sharon S. Barrick, and to their
respective heirs and assigns, provided each of them shall survive me by a period of ninety (90) days,
but should any of them fail to so survive me then the share such deceased person would have
received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days,
their heirs and assigns, per stirpes, and if there be no such issue the same shall lapse and be added
pruportionately to the share or shares of the other persons who are residuary legatees, per stirpes.
4. I hereby nOn~l1dic. (;uilstililtC tinct ai?point illY friend Pai..il StCiu.f:~r~ il:; ~x::::~t':)~. c,f ~h:7
my Last Will and Testament, but should he fail [0 qualify or cease serving as such. then in such
event I nominate, constitute and appoint my nieces. Phyllis Matthews and Nancy Sturn and Sharon
S. Ban-ick, or any of them, as co-Executrices, and I further direct that none of them shall be required
to post ,my bond to secure the faithful performance of his or her duties in the Commonwealth of
Pennsylvania or in any other jurisdiction. In the course of settlement of my estate, it is my request
that the Executor or Executrices confer from time to t.ime with the persons who are the residuary
beneficiaries so that their feelings may be taken into aecoune in making of decisions.
IN WITNESS WHEREOF. I have hereunto set my hand and seal to this my Last Will and
T eSl,lment written on one (I) page, this 17+-. day of August, 2002.
-&4i C/ JJ~;71a~-u./ (SEAL)
Ruth E. Shoemaker
Signed, sealed, published and declared by RUTH E. SHOEMAKER, the Testatrix above
named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request,
and in the presence of each other, have hereunto subscribed our names as attesting witnesses.
I~(j~ ~,
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ROWE'S AUCTION SbK YiLt
2505 RlTNER HIGHWAY
CARLISLE, P A 17013
717-249-1978 249-2677 697-4794
February 13,2006
To: Harold S. Irwin III
64 S. Pitt St.
Carlisle, P A 17013
From: Rowe's Auction Service
2505 Ritner Highway
Carlisle, P A 17013
RE: Ruth Shoemaker Estate
Auction, February 11,2006
,"
2 Vehicles 3600.00
Less 10% commission $360.00
$3240.00
Total Due Estate $3240.00
Copy 15-14-105
Buyer's Name
Or Number
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REMARKS:
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\Jhis receipt verifies payment and delivery of the b
Sold as IS. where is, All sales final Th nk a ave,
. Reorder Form CT Missouri Auction SChooI1-800-83S-19S'S a you,
FINAL SETTLEMENT
Date --;]_. /7 -cY;',
OWNER !Y;J'ot;f E ~4e41tdRc:t/ h~~o (' f!-;/aec': ~~A/~.)
Add,.., ;ffd1' aT (rJCM.e /.<..-.<42A;P" t:&t"lP-o/ 7l/.<,..?4a:.4? /7 cO",. /
Date of Sale 717tl;ttA; /7 ~~- .?tld6 Sale location
Auchonee, &/"jI'?: -tllMt/-c/{ !il<"-0o/dt:t- C"hie,
- ,jI .
Other
PROCEEDS OF SALE:
Ca s h_._ 00 _ ___ 00 _ _ - 00 __' - - __. _. - __.__ 00 __ - _m - - - -- $
Chec ks _. _ _ _. __. - - 00 _ - 00 _ n' - 00 _ __. - - __ - - - _.. 00 --
~ r'1 ; ~ ..//;? J/6
Other___ n.____.__/..'LIU_L<_:__;L_1'-____:_~_.___~_.__h.__n_n_______---------00--.---00
I ( CO ,.
- - - -~ ~- - - -- - - - - -~- - - --- - - -- ~-- - - - - - r- .-- --- .----- - -- --- -- -- _.- - - -. -- - -- - - - - - - --. - - .-- - -- - -- ---
-----.----------------------.-------------------------------------.----_..----------------------
Miscellaneous (see attached Iist)_______.______n______________mn.
.:l ~ ~?-r;J _ 75-
t
d --
"7 1.:2 7. z.:!?
t-C
TOTAL PROCEEDS OF SALE____.__hmmmn.__mn__$ ;? ( g 78'.
I
LESS SELLER'S SALE EXPENSE: :;:2~ % /t~~{'('
Auctioneer's Fee _____n/t:_~___.xLe.1.t?--.c-Ytt.--- $-
list) __nmn___.______nh.
,,~ .L-/! cC'
,:;.! ~c.',
;? 6' ;17. s:- Ci
/ '7-~-, ~ c
;2.:5~' ~.i~
"1oa ,"c.
I. tJO
/ (/0;
/~d,5~/
- - 47ft!, "0 V
DEDUCT TOTAL SELLER'S SALE EXPENSE__nm.$
TOTAL NET PROCEEDS TO SELLERn._m_$ ;1:..1.0;< ,f//Cl
I
I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and
location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all re-
sponsibility for providing merchantable title to all goods, merchandise, and/or property sold, and fOT
delivery of title to the purchaser. . ~. r') ~- Cl ;' I. <[A/.L.
3-/7- t76 tc~.\:- I. J0.1)<:o, ~ .
(Date) (Seller's Sig[J;2re)
~4'~<< ~?Z~ .~ /6.9R'L-
.II...,,+;^.........r nr (";<Ie. '2r's Sianature (Seller's Signature)
f!1M&TBank
499 Mitchell Road, Millsboro, DE 19%6 Mail Code DE-MB-12
Phone (888) 502-4349
Fa"\: (302) 934-2955
February 10,2006
Irwin Law Office
64 South Pitt Street
Carlisle, Pennsylvania 17013
Re: Estate of Ruth E Shoemaker
Social Securitv: 207-03-7373
Date of Death: Januarv 22,2006
Dear Sir or Madam:
Per your inquiry dated January 26, 2006, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
I.
Type of Account
Checking Account
Account Number
2672067986
Ownership (Names oj)
Ruth E Shoemaker *
Paul E Stouffer, POA *
Opening Date
11/18/83
Balance on Date of Death
$867.80
AccnLed Interest
$ 0.00
Total
$867.80
2.
Type of Account
Savings Account
Account Number
15004200934633
Ownership (Names oj)
Ruth E Shoemaker *
Paul E Stouffer, POA *
Opening Date
10/01/79
Balance on Date of Death
$4,827.84
AccnLed Interest
$ 0.19
Total
$4,828.03
Please be advised, there was no safe deposit box found for the above decedent. Your request to close the accounts has
been forwarded to the branch. * For further account information, regarding ownership, closures and/or
reimbursement of funds, etc., please call the High Street Carlisle Office # 717-240-4536.
Sincerely,
----~vrv<;f ~:'-::f~
Nancy Clagett
Records Management
~
ADAMS
COUNlY
NATIONAL BANK
February 3,2006
Irwin Law Office
64 South Pitt Street
Carlisle, P A 17013
Re: Estate of Ruth E. Shoemaker
Dear Mr. Stouffer:
The following information is being provided as per your request:
Acct. Type Account Account Accrued Ownership Date Date Joint
No. Principal on Interest to Opened
D.O.D. D.O.D. 3'l.3 \. 15
Checking 129801 $3,231.00 $.75 Individual 3-7-85 N/A
Savings 9614834 $364.93 $0.12 Individual 4-2-90 N/A 3~S". 06
* A Safe Deposit Box was held at the Newville Branch Office.
Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116.
Sincerely,
~rY~ K ~
Lois Kime
Deposit Services
PO Box 3129, GETTYSBURG, PA 17325 I PHONf 717.334.3161 I felLL IRcl888.334.2262 I w\vwacnbcom
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
Estate of: RUTH E. SHOEMAKER
Date of Death: 01/22/2006
Social Security Number: 207-03-7373
tv 1st
MEMBERS 1st
FEDERAL CREDIT UNION
222750 -00
09/26/2002
$25.00
$.00
$25.00
None
222750 -40
09/26/2002
$49,959.68
$137.68
$50,097.36
None
222750 -46
01/11/2006
$78,765.00
$72.64
$78,837.64
None
MJMBERS .~1.E. ~~ERAL CREDIT UNION
/V:rc~( {/ /C~~
Denise A. Woife /
Insurance Services Supervisor
February 16, 2006
513 \
~\J
1
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 6<)7-1161 . www.mcmbers1st.org
PR-04-2006 09:28AM FROM-
T-862 P.002/002 F-TOS
~ ff~~~ k.
15 Big Spring Avenue
NEWVILLE, PENNSYLVANIA 1 7241
F. CHARLES EGGER, Supervisor 717-776-3414 FRANK C. EGGER, Funarol Director
April 4, 200€;
Funeral Bill for Ruth E. Shoemaker
Date of Death January 22, 2006
Professional Services
$3,375.00
10 Death Certificates $6.00 a piece
$60.00
Antique White 18 Gauge Casket
$2,04:5.00
Burial Vault
$895.00
Cemetery Opening
$400.00
Stone date inscription
$100JIO
Flowers casket spray
$135.(10
Organist
$35.00
Clergy offering 2 X $50.00
$100.00
Hairdresser
$25.000
Sentinel Obituary
$105.05
Total
$7,275.05
Amount Paid by Burial Account
$7,126.05
Funeral Bill Paid In Full 1/25/06
REGIISTER OF WILLS
CUMBERLAND COUNTY
INVENTORY
, Deceased
No. 21 06 0081
Date of Death 1 / 22 / 2 0 0 6
Social Security No. 2 07037373
Estate of RUTH E. SHOEMAKER
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. Wlle
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein(fTJade are subj!g to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. ~O c::r-
:"- :D :;l>
CD '"U -0
Personal Representative: <13;;; P :::0
~ ......crn
~i.~~
PAUL E. STOUFFER ~.>:=o ~
--I r~
:J ..
Dated APRIL , 2006 > C)
~
-r1
,'1
C")
c,
Name of
Attorney:
HAROLD S.
IRWIN III ESQ
,-, _.'. ,I
~~_ ~ ;=~~ I
'. ~:~J
',e"'>
,~
. ~,
:" C")
.." lTI
I.D. No.:
29920
Address:
64
SOUTH
PITT
ST
i.,';. CJ
-'~~ '"'\
CARLISLE
PA 17013
Telephone: 7172436090
Description
1990 HONDA CIVIC LX SEDAN 4D
Value
1,400.00
1963 CHEVROLET NOVA
2,200.00
PERSONAL PROPERTY
SOLD AT AUCTION FEBRUARY 11,2006
26,878.00
M & T CLASSIC CHECKING # 0000002672067986
867.80
M & T SAVINGS # 015004200934633
4,828.03
ADAMS COUNTY/FARMERS NATIONAL BANK # 129801
3,231.75
Total
176,100.51
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
..;~
Continuation of Inventory
RUTH E. SHOEMAKER
21
06
0081
PaQe 1
Description of Inventory
Description
ADAMS COUNTY/FARMERS NATIONAL BANK # 9614834
Value
365.05
MEMBERS FIRST SAVINGS # 222750-00
25.00
MEMBERS FIRST CERTIFICATE OF DEPOSIT # 222750-40
50,097.36
MEMBERS FIRST CERTIFICATE OF DEPOSIT # 222750-46
78,837.64
ERIE INSURANCE GROUP REFUND # Q 07-0500160 H
161.00
SPRINT NEXTEL REFUND
8.77
EGER FUNERAL HOME: PREPAID
7,126.05
HIGHMARK PREMIUM REFUND
40.06
ERIE INSURANCE GROUP HOMEOWNERS REFUND # Q 52-0501708 H
34.00
Grand Total $
136,694.93
176,100.51
Subtotal $
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
~ECEIVED FROM:
IRWIN HAROLD S III
64 SOUTH PITT STREET
CARLISLE, PA 17013
___nn fold
ESTATE INFORMATION: SSN: 207-03-7373
FILE NUMBER: 2106-0081
DECEDENT NAME: SHOEMAKER RUTH E
DATE OF PAYMENT: 04/19/2006
POSTMARK DATE: 04/19/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 01/22/2006
REV-1162 EX(11-96)
NO. CD 006575
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $20,334.10
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$20,334.10
REMARKS:
CHECK# 10358
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS