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HomeMy WebLinkAbout94-00103 ;' , I '" ,Ll " 'I', " 'I. IIJI,I),.',.:,"'. <'~\',"\H,', ','.i ,'. 'i, ; i, ., c ". -",1It. " ~ t I! " " '. 1',I.j ,. ,r." I ,'t, ,',' '. " " 1\" "JI, " 'I" , I,' 1" ~ ,'I' , .~ ',:: ,/ 'I", , ....?(J. i"t' ',\!i, , .,~ , ,:, '" ",\;;,'!./,,' ,j'l ': ",n ,_' l' I, \1 1\::_ , /.,\ " ,,, .1, :.1: """, ", "t,"l,' I' , ,. ""l..,\,\",~>q, ' .', f~', " .',' ,I , "":\ ;J(, 't'...' ,1,1" "',, I\"~ "~,I),' 't: , ,\1",'1'1 "I ,I .,' ", :-1: :':,:;' .' 1,'1 It'l /('!, ,I' .. '.,f..\\L"1 i.l ,. ,;: .. ',,;,1;' ~', f'v" ,: j' : :' 1\ > "'. ~ ~ ',t.. ':.!, , ., I' I ; ~. I" ",, ,\,',/ , ,1,\'.\';' ..., " ' I ~ ',. 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"'~:' '\ --",,', ',',,') , i"I':;'. .1 " ','," "{;~', (, :' "f~: " " ';,H: :;iJ.~; "", , ,\( "., ".oj ':,", 'j '1\\' ,!,I d' " .," '," ,I , " ., 'I ~, ' .... ' .'1 h" .,r, , " '0(1,:' II 1','1 ',,'. ,,' , " 'P, " .,'r',' '" ". (., J " t, ... j, ~ t " PETITION .'OR PROBATE and GRANT OF LETTERS ESlaleof~\7(),~ f'1~l1uu/IIlf?i' No, ,;)/-,tJ- /03 also kllolVlI as _ To: Register of Wills for the _ . Deal/sed. COUnly of ('U /1 t;i"L'~tI v J In the Social Security No, .I q .J - ~~ ~ Commonweulth of Pennsylvunla The petition of the undersigned respectfully represents thut: Your pelitioner(s), who Is/arc 18 years of uge or older un the execut.,,: In the last will of the above dccedent, dllted __.----1!.!1l~L_~L and codlcll(s) dilled named ,19-22_ (slllle rclcmlll cirClllmllIlH\'S, e.g. renunciation, death of l'Xccutor I etc.) Decendenl was domiciled lit death in _.--L(.i.,!!, /J;'(liN? County, Pennsylvania, with II J., lasl family or principal residence at -J..!/_-L.JLI.!..~_~,....uJ.fl (./) l /,! /?'I (Ii~1 street, numher ilnd l'llllldpality) O d I ')'/ ,. I' I JhJ ), V ccen cnt, llCn _<___ years 0 age, (Ice _..____~_!L - at 1.1 _( (1,,,lr&-' -~ L1:Y~~S~.1:,,- . Except as follows, decedent did not mllrry, was not divorced and did not hllve a child born or adopted after execution of the will offered for probate; was not the victim of II killing and was never adjudicated Incompetent: Decendent lit death owned property with estimated values us follows: (If domiciled In Pa,) All personal prc.perty (If not domiciled In Pa.) Personal property Inl'ennsylvunia (If not domiciled In Pa.) Personal property in County Value of real estute in Pennsylvllnill situated as follows: ,19.:11- $ uf.'Pdt.1i','/I""',, $ L $ WHEREFORE I petltloner(s) respectfully rc<1],cstfS) Lhe probllte of the last will IInd codicll(s) presented herewith and the grant of lellers I ES AMENTARY (lcSIlHlIclIlnry; udll1lnlslrilllOI1 c.t.a.; administration d4b.n,c.t,a.) theron. '" 'B' 5 '0- 'a~ ..:g 'C.g ij'il it 30 ! Iii ~~~~~~~ CnRL./S,LC, '19. I?O/~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 0)<' PENNSYLV ANIA }' 88 COUNTY 01<' CUMBERLAND The pelitloner(s) ubove.nRllled sweur(s) or affirm(s) thllt the stUlements In the foregoing petition are true and correct to the best of the knowledge and belief of petltioner(s) and thllt as personal represen. tatlve{s) of the above decedent petitioaer(sl will well and truly administer the estate according to law. Sworn to or affirmed and suhscribed ,'J)J~HA'- -;;( 4 ~ III befo!.e me this __ 2-- - deri 9f ~' L/j4ICV~__ 19_...7'--" t: & . ~ MARY . LE S /' ReRlsler ---, B: I ~I - I g II .' I 3 No 21 - 94- 103 . ElICaCe 01 . LESTER M SHUGHART I Deceased DECREE OF PROBATE AND GRANT OF LETTERS , AND NOW FEBRUARY 7, 19~, In consideration of the petitIon on lhe reveno side hel~of, satisfactory proof having been presented before me, IT IS DBCRBIlJ) that the Inslrument(s) dated MA Y ?1, 1979 del~rlbed Ihereln be admllled to probate and flied of record as lite last wll1 of LESTER M. SHUGHART TESTA~lENTmll' MERVIN L, SHUGHART . and Lellers are hereby sranled to FBBS Probate, Lellers, Btc, I"".." $ .fiO'.OO Shari Certlflcates( 7) . , . , , , . , ,,$ 21.00 Renunclallon """.".,.'", $ ~. 00 X-Page $ 3.00 Jep TOTAL ~ $ 9~'88' Flied ,.", .fE.aRU~RV.. 7., ,m~.",.,.,,, 'Sill" of Will, lJ / A~Y ~ LEWIS , /<-k~ t o;~ ~ . ATfORNBY tSup, C , I.D, 'No,) ()(,;!.7~ 1 . ,r;..i IV 1116/! Jr, {<<,0.~,/:'17"1 '1 ADORBSS 60) J. If? ,- 179~ PHONB ()) t~ .,'( 'el I? ~~( 'If,\,; tQ, ) :~: 'i' l IN I f:r.) I , .1. J., , I, ~\I,' .,J, ILl: p; ~~ Letters and order put in attorneys file in Prothy. on 2-7-94. Thb i'i to l'l'rlily lhill thl' infol"lll,1I ion !it'll' giW'1l i'i ((II' I,td\ (Hilled IfcJl11 ,III (lli,l~lll;d t ('11 it it ,ltl' 01 dl',II~,1 dill}' I.llcll H(,chlrllr 'I~H' original (('nific,lti' \\ill bl' fllf'W,lId('d (I! i1ll' SLllt. Vil.1I Ilr'll'ld, (Hllli' 101 1'('I'III,IlH'1l1111111}~ 'Ilt.d widl Illl' ,h WARNING: It I' Illegal to dupllcato this copy by photostat or photograph. I'e(' fo' [hi, ..(',lifi,,,,,,, ~.',1111 _..,....._..2 2,8.2.43,3 Nu: ?j;U.-J1 t\. \':~u.,clt\t;~~~~ I.ilralllq~"tnll JAN, ;,' b 1094 (),IlC "'N 1'1 At.. M17 COMMONWBALtH OF PBNNSVLVANIA' OBPAntMENt OF HEALTH' vitAL AEconns CERTIFICATE 01' DEATH n " , .. II. ,. Hala "I1I'U~1II SOCIA~"CVIII'lYJl\,l""'" . 192 14 - 8373 OA7'OIl)IAl'''~--.ttft_l .. Jan. 24. 1994 79 " &lA 1#1.,1,(1 '..-v I AI" "<<.v"'rot-.'"......o..(l.Y\(I~IJIt.1do s. ~c1({1'it'on.1Twp :--os I l 01" n Cumbo Co. PA _~O "",0:::::" 0 A,~IlY~r";l"jV{>'I7'1...N1..\J'pt>or\ Cumber lend 114.0 ~"'=.:::" """."..'"'1........''' _...,~, tjflS 18 UBVlS /HI ..OON.li1oIMl.Cf'rIbooe,~.....ZooCo<ItI ~ ,.,-1Orf .-- CurnbarlBnd Valley ...... Of """ Moi-;;-';;- [Of ...;,,, :::. t!o __ 00 ,VY-/l'I 0., _I -...... 't/'dIltlowt'~'OIl "..rX' .. 0 !to 0 ..... 0 ~0Il("'~"""," 0 rttErOfItolJUA"(.ll-....""...'....lMlil"t~1IIoI u r... 11 ~9"c(of*:/" .~~~c~~.IIltlMf\_.....--t...."'-'II'I.lro"'''''''''~''''~~.,.':,...I..,......ll ,.-_...,~.'""~........tIlItt(tIlNllt\tMtf".'fI.........,........."..".."........... c;J,\' . Cumbarlend .. "" .,~~~.:::,'J::rr division men. er ,a ricultura su t!.t(T"lUll.Ml.ooHU""'..S~ bt.l('~ ~9 Choat a Way,~umbarland Croning. arv n . ~ughal~ If> , 2:30 0, r"O"'_l 24, 1994 U ...._.........~""""'""""".lIt..ft OO~......I..."'ldtcl"""" ....~'IUtUc"'.-.'Of't..'..'.I'<<'",....\lI...... ~.."....'*"''''MlfI... 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I. , " " , , t,,' " If I,' I ,I, " I' :.',11 ,II' 1"1 " I. " 1'1'. " , " i. f c" " i 'I,., ,,' " ,. '. " ,," " ,. lh' " , " ", " .,' " " ", " "', 'I. ,. ," ': ',t, I" , , , " ""j ,', ," "', I " I _,l, "I II " " " ,III " ',\,' " 'I,' " '" ,\ " II' " ,'. " ,I ',. ,\ .' I', " " I. , , ','Ii ,H . r'. ". ". I' .' l' 'i,' 'I' " I 'w~ t,. ,,) .-, \ ~F" 'i,1 ; I J .. () '~L'- ~:.'\. " " j'i, " "l' ., ,,' , ~ ,i , \, OJ', " ,. 1(" I, " i', ,. , '. '.' ,\, ,. " I' , "I "1' " , " ,', I'; ;1, ::', ,'\ 'I,' ~ \ ' I"~ I' .. " ., .. ," , I'/. " I' ,n '. 'I, ~. iB I N ~/. CO .~.~ \0 1-"' "I' ./ I'; I I', .111 , I , ' , I,''.;" ,. '<., "I' '.1 'I'll '/',' 't,f,' , , '1'1' " " 01" ,:';, I;' If "L O. F/\,,\t' ' ..' '(' i," ,/.J (.1 '''.j-., to. :'.1 ~'t" E'n. iJ7o" -' " .,. " ~ Do lj I g'~ I. s ~ 5 ~ 1 ~i I I . " d' di' ., " " " 1,1 III; " '" "'\',' .:1 ',': ., 1,'\ ';' '.-1 I. ,. , " I' " ,." ;. " 1\' ,\11 " ..\ , . . , " LAST WILL AND TESTAMENT OF LESTER M. SHUGHART I, LESTER M. SHUGHART, a resident of the County of Lake anc;l State of Florida, being of sound and disposing mind and memory, do hereby make, publish, ordain and declare this to be my Last Will and Testament, hereby revoking and cancelling any and all former wills or codicils or testamentary . dispositions of whatever nature, by me heretofore made. FIRST: I direct that all of my lawful debts, the expenses of my last Illness, If any, and my funeral expenses be paid as soon as conveniently and properly may be done after my death. SECOND: I give, devise and bequeath my entire estate, whether the same be real, personal or mixed, and wheresoever the same may be situated, to my wife, FRANCES A. SHUGHART, absolutely and In fee simple, If living, . otherwise, to my three children, MERVIN L. SHUGHART I DENNIS Z. SHUGHART and LYLE B. SHUGHART, In equal shares, share and share alike. In the event that any child of mine shall predecease me and leave lawful surviving Issue of his or her body, then the share that he or she would have received shall pass to such Issue, In equal shares, share and share alike, THIRD: I hereby nominate and appoint my wife, FRANCES A. SHUGHART, as Personal Representative of this my Last Will and Testament and. direct that she shall not be required to give bond or other security for the faithful performance of her duties; I vest my said Personal Representative with full power and authority to perform every act necessary or appropriate for the complete administration pf my estate. FOURTH: In the event that my wife, FRANCES A. SHUGHART, shall refuse or be unable to act as Personal Representative of this my Last Will and Testament, I name, nominate, constitute and appoint my son, MERVIN L. SHUGHART, as Successor Personal Representative, with all the rights, duties, powers and authority herein given to or Imposed upon my Personal Representative, Including the right to serve without giving bond, FIFTH: If my wife, FRANCES A. SHUGHART, and I shall pass away under such circumstances that there Is not sufficient evidence to determine the order of our deaths, then It shall be presumed that she survived me, and all provisions of this my Last Will and Testament shall be construed In accordance JrVLOj ;U) 191(' DATE Page I of 2 pages ,. . " ~ . . ., , , ,..1 with that presumption and upon that basis. IN WITNESS WHEREOF, I have subscribed my name and set my seal to this my Last Will and Testament, this ..2.kjday of May, 1979, '-(SEAL) The foregoing Instrument was signed, sealed, published and declared by LESTER M, SHUGHART, the Testator, to be his Last Will and Testament, In our presence, and we, at his request and In his presence and In the presence of each other have hereunto subscribed our names as witnesses. '~a 1I t ~(J lL, t1~u: (j~~ wlev Residing at !'l (.J b i ,11 f.J I ( d_,,-,' , I~ 1/Ah...w.I.. ~ :J,'1I.H~1- Residing at ,~..t-(/._Lk<-.IL1 j./~~.., , STATE OF FLORIDA COUNTY OF LAKE Kc,+L..leeVl R(...~ 9,tlAt~Cl- We, LE~ER~. SHUGHARTj rRIiI;)ERIE:K J-r...CA+AbANe and ~ Ue 1-"'-((.... t?', rr-.)'!,t", the Testator and the witnesses respectively, whose names are signed to the attached or foregoing Instrument, were sworn and declared to the undersigned officer that the Testator signed the Instrument as his Last Will, that he signed, and that each of the witnesses, In the presence of the Testator and In the presence of each other, signed the Will as a witness. Cfdfim gJlU'Jfu,J T tator I ,,';kla.,td.hc.'K- (y)cu. (/),{{ (1,( ( "j Witness :;;?::,ksv< p d~ Witness Subscribed and acknowledged before me by LESTER M. SHUGHART, the Testator, a~d subscribed and sworn to qefare me by rRCDCRICI( J. CAT AIJIN6 n I 'U ~ f--.,.".',.- rlI aM I(......t..(t.(' '" "'-t.. r"....L~~,~; ro- ~ t''''", tl'le witnesses, on "'~ :2-/. 1979. " My commission expires: r 1..(~Q LA- \....~,. e...". k (k V\" NOTARY PUBLIC . tlolalV Puhlic, Slalo of Florida a\ ta,o~ Mv COO1million ~Irlitol ((b, 1(1, I'JUI hnd.J't ^",,,IUn II.. 6, Cll~.II.' ..:0....... Page 2 of 2 p~ges , II 21 - 94 - 103 RENUNCIATION LESTER M. SHUGHART In Re Estate of deceased. To the Resister of Wills of CIJMRF.RLAND County, Pennsylvania. FRANCES A. SHUGHART The underslsned of . the above decedent. hereby renounce(s) the rlsht to administer the estate and respectfully ask(s) that Lelters TF.~T^MF.NT^RV be Issued to . MlO"RUHJ 1 ~J.UI(1ltART WITNESS my February 94 day.of ,19_, hand this Witneas: !41~ ~.t~tLt 0.. l' M A.I uI '7/1.-<riU.0 her ~k ) SHUGHART (Slanaluro) FRANCES A. (Address) 0\ 't~~ ~ ~ 'I 0.'1 m ~o.: (Slanalurc) '("., .: f:_)~ '; N I ,.' ,") tt! '!) 1': <I) (Addrcu) (, l,lI .'J ~,u '<, ~~ a:CC P' UU (Slanalurcl (Addrm) ,,, 'I I ".,"..'''......''.."'',,,'',.\,... ~'i~,I'!:,}I,';::\';'" ",~" j', ,..', .,. . ..;...I.'..d~ ,,-, ",-r _'," .. .. .. , ',:" I ~ \ ~ I' I.; " :::/.<.";;,,,' .', ':'\),',",:,,',''::"" I.' ';r~/-~\,,: ;, :; I . ~ , , "~',Ii i,' Ii ;.1. . , 'I,,' , ;,' " ;t ~ , ,'i';' ,.' ./", . '".> . II L,. t, , " , i I "1,'" "..; ;;1_",.',', , ,j , , ,- , , 'I ,,11.\' 'I' ",:. ,,, ',',". " '., " . ",.,t, .',.', I t~'.;;."~f.' "", gj""i ~~l ,ll '~ilOl'" ,~ l!l t' :l~ J! "litHl' ~ ~a CS ~:~. 'Ill;'''' ' " ,"" m~if, 1;11 , 'Ii " ,"I ",,'X~ ','~' m./ , .,. . ". I',,' .. ;:,.' ,.. ;' I' I': ' ,"', ','-' ( " .,.', . . '. ',., '. , " " -,,"," ,:, ','. , .,,' ,i/1,,'L', ,', ""\' . '.." ,_'C, , , !(~\~_i_:~~,:~.:..i :\,::._,~~_ ....,.,.".: .') I:: "",', !', IOU"."" ,",lA' ,. "MI IINlUlUI , . ,. ;' ,; , ,. .' ." "" ' ", I I"',' (;'i." ,.... i " .' , j ,; Ii' , \.. " ,. 'j,"i " , . ',' ',. ' C"I ~ If ,~ ,,' ~ . ,0 III ." 'I' . __'__._n " ,., I " , . ',-,', /, :.i " " ,,-,. ,'I. 0'-, "~"~ " , ", ',':' -',\ '. " ".' " ,'- , ,I)'", 1,'i1 I) t,' ,Ii' ,.1,' :'1' ','..,' i !,', \(; ,J: 1 ,': "I.'" ',j "I: I'!,' I.',", '~,i'<~ . . '~'h , 'iil' ..,\,' ~ . ' '[" <, :: . " .' , " "."1' \:J .' ..,' '1 'l~M, hit. ..,'~ I,ll, i-I , tfll'. . tet Iii , t11!Ju , " 1,,"ll) 1" , ,- r jl' , 1IIIIiit _"81'8 llilSC ," ";'; ':)"'1" ,. , 'I , ~.~ ,aE . ";2 ilia . , j" :.1.\ .;, , "1 '. , , , 'I. '.''-'i''\ I " ;1 , '1\ "~I' ,I' ., ..", ,. ,II " , .!,' '\ I ~ ' " , ,"" "." ,; ., . 'I'" "'" . :>J,~",/,: ,",,: '-~-;' . . . " 'Y' ',' , ''<;'''"Li_(i.i__','t'",' .,' ,)'" ,'\',; , "I , . - ~ ' II I' ,i' r ~ ' ' 'I ,.1, . DOU.OLA" I;)OUGL~' & OOUOLAII . '" ~"'" , .'. ,!!JI!~._YJW!.t'; , " ; . , CREDITS The Acccuntant herein credits himself with.the followingl Hoffman Roth,Funeral Mervin L. Shughart, Executor'sfee .Douglas, Douglas & Douglas, Attorney's fee Register of Wills Sentinel, advertising Cumberland Law Journal, advertising Register of Wills Pa. Dept. of Health, death ctfs. Postmaster, registered mail,stocks Register of Wills, filing inventory and appraisement Register of Wills, filing final account Pennsylvania Inheritance Taxes 5,000.00 2,158.00 2,1:58.00 94.00 72.20 40.00 42.00 36.00 162.90 25.00 150.00 .Li93.31 Total Credits $11,931.41' RECAPITULATIOij TOTAL DEBITS .TOTAL CREDITS BALANCE FOR DISTRIBUTION $43,160.00 11.931.41 $31,228.59 11/.t'W(:'1 '-. Mervin L. l. ," I. " . , , .1 I' " .':' " 'I , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Mervin L. Shughart, being duly sworn aooording to law, deposes and says that he is the Executor of tho Estate of Lester M. Shuahart. and that the averments of the within First and Final Account are tru6 and oorrect to the best of affiant's knowledge, information and belief. , ~' , . . '-,~ Y.e'I'WII . .,+t ~" Mervin L.Shugha Sworn to and subsoribed before me this ~day of , , ( I ) ) 'VI'l "" , ~~1 )>o""",~, _ ."f ,.. notary January, 1995 lOOI 'tl !lnr"~~>8'IO!'l\"U'w,)~ AfOlY.() P.I~}';I.!., ,,"\ OlCY'd I.~S~OO oNld'~"( ,"lVlElUUV jt:v.;- '. .1~N I; , " NoIi'I.11 gp,,1 ~mlM.C<' NoIa"lPlibfto CaJ'~1\\ ~(j(O CumOO<\clrd CnuntY My 0ln:m,"",,'o E,jol<OO Juo/ 14, 1!l97 , '. , I! ,\ (\ I. ,,' \. , , " . I ":, " "', " ' . .\,' "., ' , ' I.; " " I, I, Ii: 'I I' I' ,\ " IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA. ORPHANS' COURT DIVISION NO.2l94-0l03 ESTATE OF LESTER M. SHUGHART LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNA. STATEMENT OF PROPOSED DISTRIBUTION The accountant herein proposes to distribute the said estate in acoordance with the Last Will and Testament of Lester M. Shughart, as follows 1 "SECONDl I give, devise and bequeath my entire estate, whether the same be real, personal or mixed......to my wife, Frances A.Shughart, absolutely and in fee simple." Frances A. Shughart $31,228.59 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1/1<t'lI~/1 (i,iter t"t/v../- [I Mervin L. Shughart Mervin L. Shughart, being duly sworn according to law, deposes and say~ that he is the Executor of the estate of Lester M. Shughart, and that the averments of the within statement are true and oorrect to the best of affiant's knowledge, information and belief. Sworn to and subscribed before me this '\ I day of January,1995 . , . 'J' , ) , \ ','V'- "'\<'.. ',' \' notary N(II"r;~' ~3t11l Mr'tfI" ~ 'l:.t'lry Pubic Cp!"; 1':O:lilil''\(IC:OlI~ ~~\" .....u:.J\Jty14,1007 "'r","'" \..,'!Ituoj.II'I'"Ifr,/lrt 'fl"-'j' ..-- -, 't. ~'''''_.'''''_''''.''''II\....''''; ,. ...~... .', . r;, NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA IN RE ESTATE OFI LESTER M. SHUGHART, DECEASED NO. 21-94-0103 TOI Frances A. Shughart 945 Pine Road Carlisle, Pa. 17013 Please take notice of the death of decedent and letters to the personal representative named below. a beneficial interest in the estate as follows I the grant of You may have See attached copy of Will Name of decedent I Lester M. Shughart Last known address of decedent I 29 Choate Way,Carlisle,Pa..170l3 Date of Deathl Jan. 24, 1994 Place of Deathl Carlisle, Pa. County of Grant of Original Letters - Cumberland Decedent died Testate, and a copy of the will is attached Name, address and phone number of all personal representatives I Name I Mervin L. Shughart Address I 945 Pine Road, Carlisle, Pa. 17013 Phone I 717-486-5083 Name, address and phone number of counsell Name I Geo}:ge F. Douglas, Jr., Esquire Address I 27 W. High St., Carlisle, Pa. 17013 Phone I 7l'l-243-l790 Additional information may be obtained from the undersigned I Dated I ,DOUglaS~OUglaS & Douglas ~ijp t C~'"" 'Geor e F. Dougl , 27 W. H gh Carlisle, Pa. 17013 717-243-1790 Counsel fnr Personal Representative February 9, 1994 By iF ~. - ..... " \ I' ,~ ! 1_1,:'11.1'( ('0,1. I, LESTER M, SHUGHART, il resident of the County of lake ilnd State of Flof'lda, being of sound and dlsposln9 mind and memory, do hereby mal<e, publish, ordain and cleclill'c thl5 tll be my La"t Will and Testament, hCl'oby revoking dnd cancelling any and all fOl'mul' wills 01' COdicils or tcstamental'Y dispositions of whatever nutul'e, by me heretofol'o made, FIRST: I direct thJt 1111 of my IJwfui debts, the expenses of my last Illness, If ony, and my funGl'al expunse!; be puld as soon uS conveniently and properly muY be done aftcr m)' deJth, SECOND: I Dive, devl:;e and bequeath my ontlre estate, whether' the same be rea I, persona I or mixed, and wheresoever tho same may be s I tWI ted, to my wife, FI~ANCI:S A, SHIJClli\/n, absolutely and In fee simple, If living, othel'Wlso, to my three children, MERVIN t., SHlJCIIART, DENNIS Z, SHUGHART and LYLE [), SHUGHART, in equal shures, share und shure illlke, In the event that any child of mine shall p,'edecease me i1ndloave lawful surviving issue of his or her bOelY, then the share: thilt he or she \'.'ould hilve rocelved shall pass to such IssLle, /n equill shill'es, shilf'll and shill'e allkr., THIRD: I hOI'eby nom/nata ilne/appoint my wife, FRANCES A, SHUGHART, as P",'sonall,epresQr1(ative of this my Last Will and Testament and direct tlwt silo ;l1all not be required to Dive bond or other security for tile faithful pe/'formance of 1101' eluties; I vest my siliel Personal Rr.pro~entiltlve witl1 full power and authority to perform ever\, act Ileces",lry or appropriate for the complete administration of my estate, FOURTH: In tho event th,ltnlY wife, r:1~ANCES A, SHUGHART, shall refuse or bo unable to act a~ Personall\epresontative of this my L11st Will and Testament, I name, nominate, constitute and ilppolnt my son, MERVIN l, SHUGHART, as Successor Personal Ropl'esentatlve, with illltho rlghts, duties, powel's ilnd authority herein given to or Imposed upon my Personal Represontiltive, Including the ri~Jht to so I've without Diving bond, FIFTII: If my wife, FRANCES A, SI-iUCHART, ilnd , shall pass away under such circumstances thatthero /s not sufficient evidence to determine the order of our dOilths, tl1en It shall bo presunlCdthut she survived me, and ull provision,S of this my Last Will and Testament shall be constrLlcdln accordance YI/I -, ;: / / (119 --~kft7 ~---- V7 --L-~-f1t' Pili (riell' /- ' ,j~'1;'~LfY'S",t~~ Pago I of 2 pages . -..... . it! 1I .1 \ ........'H."J. . lI', -'#' ._~bd~. . II .~~. ~.,l The foregoing Instrument was slgnod, sealed, published and declared by LESTER M. SHUGHART, the Testator, to be his Last Will und Testament, In our presence, and we, at his request and In his presence and In tho presence of each other have hereunto subscribed our names as ',','Itnesses. , ~) {.-I / ~ ea.-' (i~~t':. (1-.li W lc, (j Res I ding at _f!i-LJ.h j,. "j( /). I. ( d' !L.-I , [7--" ."--x:.'I.//" L.. l" '../,~.r:' 'L~,~,' J- IV"? A/~,'" ,,.. _ /(- '1L"~ l_ ~ ,? "I ..-J Res Id I ng u t "y:{>~"~_L::~l,(..I~.l2i~c-~l,,d;c.. ! . ..~. c STATE OF FLORIDA COUNTY OF LAKE K,3"'Le(;V\ ~~C\\:_ ?,Q ",tG,c f- We, LE,sJER M, SHUGHART;-FR!iDERIGK-J-,-CA1:AlAN0 unci 1_(.\, Ue r"'Q." I?, h-",,'1-', tho Testator' end the witnesses rospectlvoly, wh050-----' names are signed to the attuchecl or foregoing Instrument, were sworn unci declared to the Llnderslgned officer that the Tostutor signed the InstrunH1nt as his Last Will, that ho signed, und thut each of tho witnesses, In the presence of the Testator and In the presence of euch other', signed the IVIII us 11 witness, ~ ~ -') 'Af A') , ,,' ,,,, ~1 ()jl / 1 ~ _e(~ lJ(ll /' __ ..cfiL1J..l.F"/'Vr.];- 1 tator' ! . . G . ,. ',2/{JjJ.~ t. (:1:'" (v){u, ,(;'~,I1.!.!.IL(:!:.c:::"'_,' Witness ~~-' . ~--; f _.~ (:J . - ~ ,:l .&""i!:::~''-5,,-:'' /1,a.:L-,,::;::_,__ Witness Subscribed and acknowllJdged before nllJ by LESTER M, SHCGHART, . the Testutor, and subscr I bed ancl swom to 19.efp_(~JY1..by F-REBER-lelf-.r.-e~-l'^,I:A'N(:)' aHa ~.",IL..(l!.e.., ,RCd.. 9"....t~~'" I' /""UC"IH, 111e wllnosses, on (T\c.;L<j '2, I , 197!l, . - My commission expires: ~. 1-<:....0 LA- ,,<..c.... j~' e........ l. L... ~\,<--, NOTARY PUI3L1C'~ . 1'101"'/ Pcb!ic. ~Ido 01 flml~3 "I l3lQ~ " I" f I '1(' ';"') My C)r,::,mIlCIl :;((,1I0~ '~:.I, .. I, 11\.1 'Udtll ~t 1.,"'.;1111 tit. c\ (.lw1i1r (;t.,'p.lt, Pllge 2 of 2 pagos \ I , NOTICE OF BENEFICIAl. INTERES'l' IN ESTATE 8EFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA IN RE ESTATE OF: LESTER M. SHUGHART, DECEASED NO. 21-94-0103 TO: Frances A. Shughart 945 Pine Road Carlisle, Pa. 17013 Please take notice of the death of decedent and the grant of letters to the personal representative named belovl. You may have a beneficial interest in the estate as follows: See attached copy of Will Name of decedentl Lester M. Shughart Last known address of decedent: 29 Choate way,Carliale,pa.170l3 Date of Death: Jan. 24, 1994 Place of Deathl Carlisle, Pa. County of Grant of Original Letters - Cumberland Decedent died Testate, and a copy of the will is attached Name, address and phone numbor of all personal representatives I Name I Mervin L. Shughart Address: 945 Pine Road, Carlisle, Pa. 17013 Phone: 71'/-486-5083 Name, addreos and phone number of: counsell Name: George F. Douglas, Jr., Esquire Address: 27 W. High St., Carlisle, Pa. 17013 phone I 717-243..1790 Additional information may be obtained from the undersigned I Douglas, DOU9l);S & Douglas, / - ( By Ge~;~e~ '~DO~l~~, ) ;1; ./, "E: 27 W. High St. Carlisle, Pa, 17013 717-243-1790 Counsel fer Personal Representative February 9, 1994 Datedl ,j"Mr'l J Inventory of the real and personlll ealllle of t ," Lester M, Shughart deceaeed ' 1. 450 sharesPP&L common stock @25 1/8 11,306. 25 2. ' Georgia Pacific corporate bond, face value .13.000 @115 1/8 14.966. 25 , 3. Coca Cola Enterprises bond $15,000 did value 95.25 14,287. 50 4. 1985 Chrysler 'NllW Yorker 2,600. 00 'fatal 43,160. 00 " , , , , .' " " " , , ." 'I I' ,. , " " '" " " , I ,. ,I:. i', ,. , ' ", " ,. \ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } III ,-___.__.__,..____N"r_v-in-l..--Shu8hart---. ___,_.___, -...------0 bolng duly __~orn.._ ,_._~ _ according to law, do poses and say. that he _J.!!.._the Execu tor Lester M. Shughart _..__.__.________,_.__'...___ .'_,_. n.________ 01 tho Estato 01 late 0/ __n _ CarHs la, _m'" n.... .. . _____.__._ _____, Cumberland County, Po., deceased and that the within Is an In~ontory made by ,..__~~.rv~!!._I~~J'J'~J;lllI!::.!:......_ ..___ _______'1 the sold Execut.or 01 the onllro ostate 0/ said docodent, consisting 0/ all tho perlonal prop.rly and roo I estate, except real estate outside Iho Commonwealth 01 Ponnsylvanla, and that tho Ilguros opposite oach Item 01 the Inventory represent It'. lair value as 0/ the dato 01 decodont's duath, Sworn t~_ and subscribod b%re moo ,[y '- ,.),) < 1'1 ..19...L:._ vi!Lt_:~_~,:_:~\.J/tf-" / ;;~[)- e..cutor . AJmYnlotrltor Mervin L. Shughart C _L-<V--'~ \''Y\. lJ_ 1/- . N 'SeaI ~Arro M "IotaIY P\Altl CaJliiloO", .umOOfl,ird MyComn"~<l4IEI<jllOOJUI)'~ 1---------- 9115 Pine Rd, . ) Add"" CarlIsle, 10, 17013 Data 0/ Death ,_._, .,_n._. _UL___._'_un__'____.,___,}.l,\Punry___._______ DIY Month 199/, v.., INSTRUCTIONS I. An Invontory must bo lIIed within threo months a/tor appointment 0/ porsonal representative, 2. A supplement Invenlory musl bo /i1od within thirty days 0/ dlscovory 01 additional allets. 3. Addltlonalshoets may bo attachod as to porsonalty or roalty 4. 500 Artlclo IV, Fiduciaries Act 01 1949. IY) ... ,. i ~ i: '" ~ ~ ; I ~ lD g ~ ~ 0.. .Cl u II 2 ~ ~ w Ul Q III i!: " 0.. ..l U. , .. 0.. :>1 u. ..l .1i 0 0.. W I< > 0 ~ ~ ~ { ... Z o Q III ::I - ~ ~ OJ II 0 H .... Z 0.. .., c " ... "l: 0 i II .., .... ... . 0 " ::I it u ..l U '" ;c ("?(,, - 'I I .. ,<- /11-1!1~ /3 " INHERITANCJ TAX RETlJKN rf:~~~IJs~~DIATHAmR12/3.1/91CHICKHI" ,,\@;?!' RESIDENT DECEDENT f,~l,~R~~~::DlTlliLA1~!~.c]__o_ COMMONW!Alltl 0' PWNSYlVANIA (TO BE FILED IN DUPLlCA TE'_~.;{I (" if._ /) I 0 _)., DEPARTMENT 01 REVENUE .,...:: f 7 c . tlARm~J:U~onb.o('()1 WITH REGISTER OF WILLS) COUNTY CODE yEAR NUMBER ffi NT'S ~~l~~:RST:~:~IOOIEZ~~~ ~,- __no ,- ';;"1Mti::':0.( - CO-~ ~ SOCi.irlRDllilTilUMm-j--L.-rAlE 0' OEAm---OrXi!"6i 81Rl;'-' -0" c2.,-,~~ (-~,1, -/ 0 I>':> ~_.. _Ii?::_ !'f- L. ~.13.___L /)~,i /i!J_o___o1j!. 01-.. !:~!r,__('~::_:~~&__::~:-..., --..I~____o,__ l!! g.{" Orlolnal Rolvrn I [] r Svpplomonlal Rolv,n [] 3, Romalndor Rolurn ~:$:1 (fa, dolo. 0' doalh prior 10 12,13.82) lI:ll:o [] 4, lImllod E'lalo [] 4a, Fvlvro Inloro.1 Camp,amllo [] 5, Fodoral E,lal. TaA 5~9 ('or dalo, a' doalh altar 12.12.821 Rolvrn Roqulrod '" ~lll [J 6, Docodonl Diad To,lalo [J 7, Docodonl Malnlainod a Living Trv'l __ 8, Talal Nvmbor of Safo Dopo.IIBaxo. <t (Allach copy of Will) (Allach capy of TIVIII ALL CORRESPONDENCE AND CONfiDENTIAL TAX INPORMATION'SHOlJLDBE-oiRECraD TO. ~ ffi NAM, ---- '0. -ICOMPrmM/;;r;mr;.-bORESS. S' -.. ~ ~ m!p'~f~u~;5!=:-E r~oL_ OU~'L_0J.:,_!o<Z___ __ ;;., 7 ~~;~. v~'t" I/~ __~ [,:21.:1.J ~,~-:::t 2.. L 7 ~~~"'~~=.~=_.~._~~=,,~===~~_~-;_ 1. Roal E.lalo ISchodvl. AI ( 11. ,..____.. .. ._......__.,._ 2, Slack. and Bond. (Schodulo AI ( 21 ,_. 't'~.)~?~)., ::'.~_,..__ 3, Cla,oly Hold Slack/Pa,lno"hlp Inloro" (Sch.dulo C) (31.. _ ,..._ _ .'_.. .. ....__ _ __ ..____... 4, Marlgao" and NalOl R.c.lvablo (Sch.dulo 01 ( 41 u_..__.....__ ..__.._____..._.._ 5, Ca.h, Bank Dopa,lI, & MI"ollanoav. Po"anal Prapo,ly( 51 ...__.., __..)/(>_':'!.~~\:"_'__ (Schodulo E) 6, Jalnlly Own ad Praporly ISchodvl. F) 7, Tran.f.rs (Schodvlo G) ISehodulo L) 8. Talal Grall Alloh (Ialallln., 1.7) 9, Fvno,al E'p.n.a., Admln"lrallvo Ca,h, MI"ollanvaCl ( 91 ..-_.I..1r_'l_'>1..'.L()__h"_ Exponso. (Schodvlo HI 10, Dobl', Matlgag. LlablllllOl, lion. ISch.dul. II (101 _., ..._...____.._h__..___..__ 11. Talal Doducllan, (Ialalllno. 9 & 101 (11) ___j '11.0) r, IV 12, Nol Valu. of E,lalo (IIno 8 mlnv.llno 111 (121 __._...__.__h_h___..__ 13. Charllablo and Gavo,nm.nlal BoqvOlI. (Schodulo J) (131 _._...__...'h..... 14, N".' Valuo Subjoclla Tax (IIno 12 ",1",II~no ~,_______. _ q ___.-J.!.'1.::=.-J./,2 2/, C/~ 15, Amavnl a' 1100 14 laxahlo 01 6% ral. (151 ......_.. _.. :~.') :L 2.1 . . () ...x .06 ~ ..u__ I, 'i '"7:1 ,3 (Inclvdo voluOl from Schodulo K or Schodulo M,I 16, Amovnl of IIno 14 laxahlo 01 15% ralo (Inclvdo valvOl from Schodulo K or Schodvl. M,) 17, Prlndpalla" dv_IAdd lax f,am Ilno 15 and from Ilno 16,1 19. Crodits Sf.'oUlcl Povorty Crodlt Prior Poymdnls Dhc\Junl Inl(lrosl _.____.,__._ t "___""""'h' +.........,_. ___......_...,.. 19, II IIno 1811 groalor Ihan IIno 17, onlor Iho dlllo,onco an IIno 19. Thl, II Iho OVERPAYMENT. UO 20, If IIno 17 h groalor Ihon Ilno 18, onlor tho djllo,onco an IIno 20, Thl. I. Iho TAX DUE. A. Enlor Iho Inlo,o.1 an Iho balanco duo on IIno 20A, 8, Enlor Iho 10101 of IIno 20 and 20A on IIno 208. Thl. I. Iho BALANCE DUE. ..Mak. Chock Payabl. to, ~.gJ'to~ O!.W!~I, A~.n'-__"_"h .... BE SURE TO ANSWER ALL QUESTIONS "ONRifvERSE SIDE AND TO RECtiSCK MATH ...-=:==-----;--.-:-- Undor penallllll of perlury, I declare Ihat I haye uomlnlld Ihh roturn, lnclvdlno a~componyln9 teno'dulel and Ilalemonll, and 10 Ihe hell 01 roy ~nowlodge and bol'W; It It true, correct and complete, I declare Inol all rool oslolo hot bMn roporlud 01 Irue markOI value. Doclarollan of preparor alher Ihnn Ihe penonal rtlprelenlall'lt I, bOlld on alllnfotmallon 0' whIch proparor hat any knowledgo. SfONAYiiRf 01 PERS01..-mfONSi.~RmiNO~ffURtJ--^6DRr5\-- '0------ ...,-- .---- ----.----------..- -:;---- mr...----.- S'::J~'t~PA{~i"i.'~A~I~~r~Elf;~:,~; :':---;;DliR:t;-'-~";= ._j}!.llL.,.~~!I.._,j~(I...ch I (T/~'-..l?~-~ j o{((!L-,rL'-(I.'L...._ , , REV.UOO flit l~ 1,911 z o ~ i:! ~ I 6) , ,. ...___....._.._mO___ I 7) _.,__". _,___._..__,..._..__._ ( 81 __i.,~_1J! cJ :.._'!..~..._. (161_._______......__.. ......__.._____.x ,15 ~ z o ~ S ~ o u ~ (171 ___LK2'J.JL_____ Chock horo if you mo requosting (I rofund 0' yoLr ovorpaymont. (18).._,_.._ ...,,_,____.'___,_ (l9) _""__'___'_.___m'_h__ 1201 _,__ (20AI ___ 12081 __._, I, f 7 33/___ --(i-7-_~~TC-,_.-= \ Act '48 of 1994 provld.. for the r.ductlon of the talC rat.. Impo..d on the n.t valu. of trand.,. to or for thl u.. of the .pou... Th. rat.. a. pr..crlb.dbv the .tatut. will bll · 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nt. dvlng on or aft.r 7/1/94 and b.for. 1/1/96 · 2% (.02) will b. appllcabl. for ..tat.. of d.c.d.n.. dvlng on or after 1/1/96 and b.fore 1/1197 · 1% (.01) will be applicable for lit at.. of deceden.. dvlng on or after 1/1/97 and b.fore 1/1/98 · Spou.al trande,. occurring on or after 1/1/98 will be elCempt from Inheritance talC, . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS. YI~ 0 1, Old decedent make a transfer and: a, retain the use or Income of the property Iransferred, ..,....,,,.,,,,..,,_"".....,..'....',,,,..,,.,,...... \/ 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 on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consldfratlon' If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration' ,....." 'j.,., It' ...." ...".., ot ....", ,....,.."." """"'" ,." '...., I'" .....,., .t., .... 't' 10 '-'" l/ 3. Old decedent own an 'In trust for'. bank account at his or her death"""""".".",,,.,,,,,,.,,,,.,,,,,, v/ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. I' , ,\"'l~~\'I"1~jlll~:'i:V:'::':Io~W.'JI~iWli'i'j~Iy'>.1;,~;iV\'t~IN'~JX,:{.~i'l~});rffr'J~I'lm~,W:{,r.)Jnt.1i~IC.;C~~,)~j'l.~~W~\~,\~~ilJr;,~.'W;{14fl(ir.1lM SffrTIj{,'~, ;..x, :,~.~.t,~?'t.;,~'\~r;~);~il:\:"~~'~lj,~i <, i,'!:.~',}? ;l~ , . ,'1' .' II:':"~" ,I'.' :,1', I "I," I . , .. I ',I '. II ~'l ,. I . . ,I, .: ~ '" I " .'" '0 ,,", ,.I.... : J : :.:::~ ;. ;',. ..., I.,' .." 'I', I', ",'. ,I . .,' : , "; '~, d I, .',' ""'~.'. .:., ' " " ", 'IU.IIOlI~. II"~ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or T e FILE NUMBif94_0lO3 * COMMONWIAltH 01 IINNSVIVANIA INHIRITANCI TAX RIIURN WIDINT DICIDINT eSTATE OF Lester M. Shughart (All p,opOIly lolnlly.owood with th. Righi 01 SUIVIUOllhlp mUll b. dlltlOlOd on S,h.dul. I) VALue AT DATE OF DEATH 2,600.00 ITEM . NUMBE~ DESCRIPTIoN 1 1985 Chrya1er New Yorker , " " ',. " , , :" " . ,. , ,. .1, I, ,. i' " " ;, . ':1'. 'ji !: , , to', ,I ,I: ',I ,,' , , " " '" I" , ,. ..,1', .0 I' ,. Ii (i-" " I,' j, " I'.' 'I; - TOTAL lAlla on10r on IIno S, Rocapllulallon l""och oddltlonot811" Mil".,:,.." If mOl. 'poCt" n..d.d,1 s 2,600.00 - , i' 'll'tll.jllllltp...r BTATE OP ITEM NUMBER ~~ COMMONWIAlTIt O. PINNlYLYANIA INHIRITANCI TAX !IlUIN IISIDINT DICIDINT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print or TVp. NUMBER 2194-0103 Lester M. Shughart DESCRIPTION AMOUNT 1. A. Pun era I bp.n.... Hoffman Roth funerl, lot headstone 5,000.00 '~I 1. B. Admlnl.tratlv. CO.1I1 . 2158~00 2, 3, . 4, C. 1. 2, 3. 4. 5. 6, 7. 8, Pellonal ReprllenlallYe CommllllDn. Social Securlly Number of Perlonal Repre.entallYII Year Commllllon. paid 95 186-28-7~95 Mervin L. Shughart Allorney Fell Douglas Douglas & Douglas Family Exempllon Frances A. Shughart wife Claimant _ Relallon.hlp Addrell of Claimant al decedenl'. death 29 Choate Way Street Addrell 2158.00 -~ Clly Carlisle. Zip Code 17013 2000.00 State Pa. Probate Fell MI.elllaneou. bp.n"'1 Register of Wills 94.00 72.20 40.00 42.00 36.00 Evening Sentinel, advertising Cumberland Law Journal, advertising Register of Wills Pa. Dept. of Health, death certificates Postmaster, registered mail, stocks 162.90 Register of Wills, filing inventory and appraisement 25.00 150.00 Register of Wills, filing final account TOTAL IAI.o enter on line 9, Recapllulallon) (II mall .pael I. 'illed.d, In..rt additional .h.eh 01 .am. .11..) $11,938.10 . . , , , .. ,." ..... .'~ ". .... ....~" ..j.. .,'.. ',' F....~,...~......l:~.. ;,......~~.I...,~~I,\.l...;I--...;..:~t.;'!..,...'\.~.:.,....~;'.,,7~1,1F:7~~': '. ~.:;~... .~.i.. .".;.. ,.J ,\'-.:: : ..._....:.;.... .....:.;..;.~...,.". ....... ..i...........' ,. j,.. ,', ..y.un.1lt 12-171 * COMMOr4WfAltH 0' PHINITlVoUltA. \NHllIfANCf tAX "'URN _UIDINtOICIDIN' SCHEDULE J BENEFICIARIES ESTATE Of FILE NUMBER. 2194-0103 Lester M. Shughart ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE Of ESTATE A. Taxabl. BoquollI: 1. Frances A. Shughart wife 100% '" \, " " ITEM NUMBER NAMe AND ADDRESS Of BENEFICIARY AMOUNT OR SHARE Of ESTATE B. Charltablo and Govornmontol BoquO'II: 1. I' 'Ii," ,. "1' "t- TOTAL. CHARITABLE AND GOVERNMENTAL B~QlJE'T~ (AlIa onlo, an IIno 13, Rocapllulallan) S III mare 'POCl I. n..dod, In,"' oddlllonol.h..l. of .omo .Iu) ~tfi\!.',...)tilJ,i;.i"n-,'!"i':"jf~,,;'i.,' ... .... ,.. '.... "".,~ . . ~ .:.:~\.-! -.....;.- - - _l__~_ _ _ _R_ ._~ R_ ..~.__ _...._.__.._ _ ~ ~ _ ~ __ .~_ _~. _'_ __.._ .~.. __ __ ._., _ _..._ __ _ _.. _____ _,_. .3. Mr '} J , , h.i\ 'A. A'OZ26' 8'1.. COMMON,WIALTffPF PENNSYLVANIA , ,.."0. , '. ""'rlMINT 0' .IVINUI' ;1~1I~1; ~"I' "QPPIClAL RICII",.piNNIVLVANIAINHIRlTANCI AND IITATlTAX .'1'" , , ' ~ " , RECEIVED FROM, I ACN ASSESSMENT 'l' CONTROL IiII NUMBER AMOUNT DOUBLAS BEORBE F JR e7 W HIGH STREET rol .1,"3.31 CARLISLE PA 17013 ESTATEiNFORMATI~ m FilE NUMBER II 21-19'4-0103 SSN l.e-14-6373 m NAME OF DECEDENT ILAST) IFIRST) IMI) ~ SHUGHART LESTER M II DATE OF PAYMENT EJ POSTMAR E COUNTY e 100;00- CUMBERl.AND DATE OF DEATH " fOIOHU'l I I I I I I, I , REMARKS MERVIN L. SHUGHART m I ! '1.'93.31 " C i ~ REGISTER OF WILLS MAR V C. I.EW REGISTER OF WILLS I' SEAL CHECK" .15 I, '~-------~----'--~-~~~-~1_~_~_.~_'____._____,______~,___~_~ , " I , . , 'I ,. r " , , ; , , ,I , " " , . ---,.. , "-" .........- ...........-..-.__._...-,~~. ~ -"~""!~]' , . , . " ',..0 _.,,_. ',.. ..., \' ~' ~';"I/,11 )1/ ;,n;1, fR!V01547 EX AFP (12094~ \ COHMONWEAlTl1 or rr.HHSVlIJAHU ACN 101 DEPARTNENT OF REVENUE NOTICE OF INHERITAHCE TAK aUREAU OF IHOIVIDUAl UXES APPRAlSEHENT, ALLOHANCE OR OISALLOHANCE DEP', 210601 H'RRISlURD, Pi 17121-0601 OF OEDUCTIONS AND ASSESSHENT DF TAX DATE 03-20-95 !STATfoP"SmRl - FILE NO. 2 94-0103 DATE OF DEATH 01-24-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO VDUR ACCuUHT, SUBHIT THE UPPER PORTION DF THIS FDRH WITH YOUR TAK PAVHENT TO TNE REDISTER OF WILLS. HAKE CHECK PAVABLE TO "REDISTER OF WILLS, ADENT" REMIT PAYMENT TOI GEORGE F DOUGLAS JR 27 W HIGH ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Eaunt Rlnlt ~Id_ c' ()Y, i/ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV: is4'; - EX "A i: p'" [i 'F 94 T 'tliir-ic r "OF" "fNil Eiiif ANC E " TAX' 'A'PPR'A"isEifEtlT", ' 'A i:.rOWANCE - ijri""""" -- -, ,.,."""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHUGHART LESTER M FILE NO. 21 94-0103 ACN 101 DATE 03-20-95 APPROVED DEDUCTIONS AND EXEMPTIONS I Y. Funlrll EHPlnlII/Adn, Caltl/Hlla. E.plnll. (Schldull HI (9) 10. Dlbh/Hartglgl LllbllHlu/Llln. (Schldull II 1101 ,00 11, Tatll Dlduatlan. (Ill 12, Nit VIlul of TI. Rlturn 1121 U. ChlrHlblo/Davornnlnhl Blquut. (Sahldllll J) 1131 14, Nit VIlul of Eltltl Subjlot to TI' 1141 NOTEI If an allellment wal 1lsued prev1oully, l1nll 14, 15 and/or 16, 17 and 18 will reflect f1gurel that include the total of a1h raturns allalled to date. ASSESSMENT OF TAXI IS. Anount of Llnl 14 It Spoulll r.tl (151 16. Anaunt of L1nl 14 to..bll It Llnul/Clu. A "Ito 1161 17. Anaunt of Llnl 14 tl.lbll It Collltlrll/Clll. a rltl (171 18. Prlnalpll TI. DUI TAX RETURN WAS, (X) ACCEPTED AS FILED (I RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1. Rill E.toto (Schldull A) III 2. Stack. Ind Bond. ISahldull Bl 121 3. Clallly Nlld Stoak/Plrtnlrlhlp lntlrl.t (Schldull Cl 151 4. Hortglgl./Natll Rlallvlbll (Sohldull Dl 141 5. Cllh/Blnk Dlpollt./HI.o. Plrlanll Proplrty (Schldull El ISl 6. Jointly Ownld Praplrty ISohldull Fl 161 7, Trln.flr. (Schldull D) 171 8. Total A..lt. CHANDED nn t: ,;'" 1':1 :~ U1 I ,OO-.!,; 40;560,00 ;tJ ,00 -::; ,00 2:600.00 ~.~ -", , 00 " ;-, ',...! "'.00 W (8) 11,938.10 ,00 31,221.90 .00 K ,00. X ,06. X .15. UBI TAX CREDITS I PAYHENT DATE 12-30-94 RECEIPT NUHBER AA022661 DISCDUNT 1= ,"u"" (+ ) (0) 24.10- AHDUNT PAID 1,993.31 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DIlE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. :::!'l ~iJ r I ltl \} '"\ ,", (II '..J 43,160.00 11. Q3.8 1 n 31,221,90 ,00 31,221.90 ,00 1,873,31 ,00 1,873,31 1,969.21 95.90CR .00 95,90CR IF TDTAL DUE IS LESS THAN ai, NO PAVHENT IS REQUIRED, IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATIONl E.t.t.. of dlc.dlnt. dvlng on or blfor' O.c..b.r 12, 1982 ~~ If env future tnt.r..t In the ..tet. I. tr.n.f.rr.d In po.....lon or InJoy..nt to CI,.. B (coll.t.r.l) blneflcl.rll' of the d.c.d.nt .ft.r the 'Kplratlon of Inv ..t.t. for lIf. or fcf' VII", thl Co..on","1th h."bV uprlll1Y r...rvII thl right to apprahl and II..... tren.flr Inherltlncl TI)CII .t thl Ilwful CI,.. B (colllt.ral) rete on IOY .uch futur. Int.r..t, PURPOSE OF NOTICE I To fulfill the r.qulr"lnt. of Slot Ion 2140 of thl Inh.rltanc. IInd E.tat. TaM Aot, Act 22 of 1991, 72 P,S, $.c\lon ZUO. PAYMeNT I Dltach thl top portlon of thlt Hotlc:. and .ub.1t with your J\.y",nt to thl R.ghttr of WIlIt printed on thl river.. Ildl, nHakl ch.ck or un.y ord.r p.y.blt tOI REOISTER OF MILLS, ADENT All ply..nt. r~c.lv.d rhall flr.t b. appll.d to any int.r..t which .ay b. dua with any r...lnder appll.d to the tlM. REFUND (CR)I A r.fund of. taM oredlt, which WII not "quilted on thl Tal( Return, tay b. "qUilted by cOllplttlng en "Appl1c.Uon for R.fund of P.nnlYlvanla Inh.rltanc. and E.tlte TIM" (REY.15UJ. AppUcatlcn. arl IlvaUllblt .t thu OffiCI of the R.gl.t.r of Will., any of thl Z3 R.v,nu. Ol.trlot Offlce., or by calling the .p.clel Z4.hour .n~w'rlng .ervlce nUlb.r. for fori' crd.rlngl In Plnn.ylvlnl. l.aOO'l6Z.Z0S0, out.ld. P.nn.Ylvanla and within local Harrisburg ern (7171 767.6094, TOO' (717) nz-us? (tIearlng I.palred Only). OBJECTIONSI Any p"rtv In Jnt.re.t not .atl,flld with thu .ppr.I....nt, allow.nc. or dl.allowanc. of d.ductlon., or ........nt of t'M (Jnoludlng dl.oount cr Inter..tl a. .hown on thll Notlc. aust obJ.ct within Ilxty (601 d~V' of r.c.lpt of thit HotlC'l' bYI ....wrlthn protllt to thl PA D.part..nt of AIVlnul, Board of ApPIIlt, Olpt. Z11021, tl~rrhburg, PA 17121"1021, OR ....I.ctlon to h.vI the ~Itt.r dltlr.ln.d at ludlt of the .cccunt of thl p.r.onal r.pr...ntltlv., OR ....opp..l to thl Orphanl' Court. 'DIIIN lSTR'T1YE CORRECTIONS, Fletu.l .rrorl dlloovlrld on thl. ........nt lhOUld b. Iddr....d In writing tOI PA D.pertll.nt of R.v.nu., But..u of Indlvldu.1 TaKI., ATTHI Po.t A..y....nt A.vl.w Unit, Dlpt. 210601, Harrl.buro, PA 171ZI.0601 Phone (717) 717..650S, SI. p.g. S ef the bookl.t "In.truotJonl for Inh.rltlnc. TaK A.turn for a R..ld.nt Otc.oent" (REV"15011 for .n 'Mpllnltlon of a~lnl.tr.tlvlly corr.etabl. .rror.. DISCOUHT I If Iny t'M due I. p.ld within thr.. IS) cII.ndlr Bonth. aft.r the dlc.d,nt', dlath, e flv. p.rclnt (SX) dl.count of th. tlK paid I. allow.d. INTEREST, Intlre.t II ch.rg.d b.glnnlng with flr.t d.y of d.linqulncy, or nJnl (9) 1I0nth. Ind on. (II day fro. thl d.t. Qf dteth, to th. dltt of ply..nt. Taxll which b.c... dlllnqu.nt b.fore January I, 1982 bur Intere.t at the r.t. of liM (6~) p.rc.nt Plr annuli calcutatld It I dally rat. of ,000164, All t.M" which b.ee.. d.llnau.nt on .nd eft.r J.nulrv I, 191Z wJII blar Int.r..t at a r~t. which will vary fro. clllnd.r Yllr to eal'n~ar Ylar with th.t r.t. announCld b~ thl PA D.part..nt of R.v.nu., TII, appllubl. Inttrllt r.tll for 1982 through 1995 arll !!!! !!l.ttrllt R.te DallY Int.r..t F.otor ~ Inter..t R.t. Oatly Inttrllt Faotor 1902 20~ ,0OOS10 1987 9~ ,000l17 1911 16~ ,000130 1911.1991 m ,000101 1901 1I~ .ooom 1992 9~ ,000217 1915 lS~ .000136 1993-1991 n .000192 1906 10~ ,000271 1993 9% ,000217 "'Jnterllt I. c.laulat.d .1 followll INTEREST . IAI,ANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..lnv Hotle. I..u.d aftlr the tlx b.co... d.llnquent will r.fllct .n Int.r..t cllauletlon to flft..n (151 dlY. beyond the d.t. of the ......II.nt, If Ply..nt I. .ad. .ft.r the Int.r..t eo.putatlon d.t, .hown on the Notlct, .ddltlonal inttrllt IUlt b. o,leul.hd. ,VI,) (r :?'~~ ~,. vi.1'0? IX AFP (12.94* COHIIOIIIIUL IH Of p(HHtnVIHIA DEPARllt(HI OF At:VEIIUE IlJA(AU Of IHD1VlOUAL TAMES DEPI. llOAOI HARRlllURG. PA 17I'I.OAOI /t /Y7~ /3 ACN 101 CJo~/ INH!!RITANCE TAX STATEMENT OF ACCOUNT DATI 05-01-95 I I SHUGHART LESTER M FILl! NO. 21 94-0103 DATI OF DIATH 01-24-94 COUNTY CUMBERLAND NOTE I TO INSURE PRO~ER CREOIT TO YOUR ACCOUNT, SUBMIT THE U~PER PORTION OF THIS FORH WITH YOUR TAM PAVMENT TO THE ADDRESS SHOWN, /lAME CHECK PAVABLE AND REMIT PAVMENT TO. , GEORGE F DDUGLAS JR 27 II HIGH ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE. PA 17013 A......t R..1HH l CUT ALONO TMIS LINI ~ RITAIN LOWIR PORTION FOR YOUR FIllS .... ifi,,:Ujii'i.iitAj:ji'-nZ.:94y-muiiiiii-iiiiililiii"A'Nci"i'Ax-iii'A'fiHI'WiiF'-AC-couN"f..ii.ii.....m....._....... ISTATE OF SHUGHART LESTER M FILl! NO. 21 94-0103 ACN 101 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMaD ESTATE. SHOWN BELOW IS A SUMHARV OF THE PRINCIPAL TAM DUE. A~PLICATION OF ALL PAVMENTS. THE CURRENT BALANCE, AHD. IF APPLICABLE. A PROJECTED INTEREST FIOURE. DATI! 05-01-95 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-13-95 PRINCIPAL TAX DUE. .., 1,873.31 PAYMENTS (TAX CREDITS), PAYMENT DATE 12-30-94 04-17-95 RECEIPT NUMBER AA022661 REFUND DISCOUNT (+) INTEREST (-) 24 . 10- .00 AMOUNT PAID 1,993.31 95,90- 00 c: (f," =3 ,. (\ (11 ' :n:o (1) {fin "':.';") , "1 \, '.' ~ 'l \ .0 ):- ~~ ,.. (j) ~L II IF ~AID AFTER THIS DATE, SEE REVERSE SIDE FDR CALCULATION OF ADDITIONAL INTEREST, C IF TOTAL OUE IS LESS THAN 81, NO PAYMENT IS REQUIRED, If TOTAL OUE IS REFLaCTED AS A "CREDn" ICRI, YOU /lAV BE DUE A REFUND, lEE NEVERtE SIDE OF THIS FORN FOR INSTRUCTIONS. I TOTAL TAX CHDn BALANCE OF TAX DUI! INTERI!ST TOTAL DUE 1,873.31 .00 .00 .00 PAVlI!NT. GltKh the top portion of thlt HoUel and Iubllt with your Ply..nt ..de paylbll to thl RUe Ind Iddr... printed on thl r.var.. .lde. If RESIDENT DECEDENT .ak. chock Dr ..n.. order p.,1II11 tDI REGISTER OF WILLS, AGENT, If HOlt-RESIDENT DECEDENT .akl chock or 'Dn.. Drdor p.,.blo tDI COHHOHWEAL TH OF PEHHSVL~ANIA. All pIP.ntl rlCllvld shill bt Ipplhd Hr.t to any Intlr..t which ..y bt dut with any r...lndtr applJect to tht tlX. REFUND eCAJI A r.fund of . tlM crldlt, which wat not r.qu..t.~ on thl Tlx R,turn, '.y bt r.quetted by c~pl.tJng In "Applloatlon for R.fund 0' P,nn'Ylvanla Inhtrltlncl and Elt.t. Tlx" (REY.!!!!), ApplIcation. .r. Iv,llabl, It the OffiCI of thl Rlglat,r of Will., tny 0' thl 23 Rlvlnue Oll'rlet Offlc.. or frol the Otpartlent', Z~.hour ar.,w.rln~ ..rvlel nu.bar. for 'or.. orderlngl In Ptnnlylvlnla l-aOO-362-2050, out'lde Penn,ylvanla and within 10011 Harrllburg .ra. (717) 717-1094, lOOt (717) 77Z-2252 (Helring 1~llr.d onl~). REPLV Tal Out.tlon. rlGlrdlng .rrar. cantained on thl. notlJa .hould be addr'l.td tOI PA D.p.rt.,nt af R.v~. lur.1U af Indlvldu.1 Tax.., ATTHI Po.t A.......nt R.vi.w Unit, D.pt, 210601, H.rrllburu, PA 17128.0601, phon. (717) 78NSOS. DISCOUNT I If IInY t.x due II p.id within thr.e (3) oal.ndtr IIOnth. Ifttr thl dec.dent'. duth, I five puclnt (5:<) dllcDW1t of the ttll plld it allowed, INTEREST I Int.rllt 11 chargld blgJMlng ",Uh fir.t dty of delinquency, or nlnl (9) IIOOthl end OM (1) day fro. the date of dlath, to the data of ply..nt. TIIlI. which bla... d.llnqulnt b.forl Janulry I, 1912 ba.r Int.r,.t .t the r.t. of ,Ix (6:<) p.roMlt par IMIoM calculatad 8t a d'Uy rete of .00016,.. All tallll Hhlch bae... dall~..nt Ofl and aftu Jenutry I, 1912 ",Ill bllr Int.ra.t It I rata which will vtry frOl cllendar ve.r to cll.nd,r ye.r with th.t r.te lMOunced by the PA Dip"tl.nt of Revtnue. The appltcabla intorut rat.. for 1912 throuth 1995 .ral Vllr tntutlt Rate Dally tnt.ratt Factor V..r Int,,"t Rlt. Dtlly Int.ra.t Flot~r 1981 ZOX . OOOS~8 1987 YX ,000Z~7 1985 16X .000~58 1988-1991 III .00OSOI 198~ llX .000501 199Z 9X .000Z~7 1~85 IlX .00OS56 1995-1"' IX .00019Z 1986 lOX .OOOZI~ 1995 9X .000Z~7 ...tnt.rut I, calculat.d a. follON'1 INTEREST . 8ALANCE OF TAX UNPAID X NU"8ER OF DAYS DELI~QUEHT X DAILY INTEREST FACTOR ".Any Hotlcl '..uad aft.r the tlx baoo.a. delJnquant will r.fllot 10 Intar..t aalaulltlon to fJft"n CIS) day. beyond thl data of thl ......Mnt. If plv..nt II 1* aftar thl IntUllt CDIIPutltlon date .hown on thl Notlea, Iddltlonal Intlrut .u.t be calcultted. ,~ JRD/June 30, 1992/17858 REGISTER OF WILLS Cumberhmd County Courthouse One Courthouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative __ , Counsel: GEORGE F DOUGLAS J R ESQ. REI Fatate or LESTER M SHUGHART CARLiSLE , Deceased, Late or FatateNo.: 21-1994-103 Date of Decedent's Death: JANUARY 24. 1994 . Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is completed, Is required to file with the Register of Wills a Status Report as required by Rule 6.12, in . substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you Ibat unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to DOtlfy Ibe Orphans' Court Division, Court of Common Pleas of such delinquency and to request Ibat said Court conduct a hearing to detennine whether sanctions should be impoSed upon tho delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, If the requisite Status Report is not flied by FEBRUARY 29 ,1996, you are hereby advised that a request wUl be submitted to the Court in accordlllce with Rule 6.12. Date: FF.RRtJARY 15. 1996 D Cl,U, (I ' L(~l.v\...,LL'L'--V)))/~lIlCi) De uty egister of Wills . {;)l~ L [TL'~ Distribution to Estate File "," " '; 'j ,';~' ,'.'" '-''''.''1,. ,,;,_,. L""." " 't',.'" Name of Decedent I STATUS REPORT UNDER RULE 6.12 )~ $0) < tl/t \ ffU0r+lf;(' r IhtJhf t I (/ I Date of Deathl Will No, Admin. No. .?) . / 'i <; 'f - /01 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate I 1. State whether administration of the estate is complete I Yes X' No I' ... 2. If the answer is No, state when the personal representative reasonably believes that the administration will be completel 3, If the !Inswer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes.>< , No_____, b. The separate Orphans' Court No. (i f any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parties in interest? Yes No d, Copies of receipts, releases, joinders and' approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, , Datel ..~~~{~ 8Ii~n~ ~ ~L ~ C-y',',zl.,l:. r /~ UL/(,II'/\ u1 Name (Please 'type or print) (-? 7 (e" '/"(1.111 Sf ()d"!~/el'/l Address / I I (7r17 ~'f)1//'I() Tel. No. ,..J CapacitYI Personal Representative 1\, (MAHlrmf/AM3) , X Counsel for personal representative ~ "