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FAMILY SETTLEMENT AGREEMENT
THIS AGREEMENT, made as of this 2nd day of January, 1995,
by and between Theresa A. Stouffer, of 3812 Cedar Avenue, Ci.llllp
Hill, Cumberland County, Pennsylvania 17011; Joseph A. Stouffel: of
422 Haldeman Avenue, New Cumberland, Cumberland Coun ty,
Pennsylvania 17070; Charles D. Stouffer of 613 Megan LullO,
Mechanicsburg, Cumberland County, Pennsylvania 17055; Vincellt N.
Stouffer of 3812 Cedar Avenue, Camp Hill, Cumberland COUflt;y,
Pennsylvania 17011; and Crist C. Stouffer of 270 Arylne Avonue,
Montousville, Pennsylvania 17754.
WHEREAS, the parties hereto are the surviving spouse and
children and the beneficiaries of the Estate of George C. Stouffer;
and
WHEREAS, Theresa A. Stouffer was named Administratrix to
administer the intestate estate of her spouse George C. Stouffer;
and
WHEREAS, the said Administratrix has caused 1'11\
Inheritance Tax Return, in the form attached hereto as Exhibit A,
incorporated herein by reference and made a part hereof, to be duly
prepared for filing with the Register of Wills of Cumber),I,"c!
County, Pennsylvania, which return reflects all assets of tho'
decedent known to the said Administratrix excepting income to clw
Estate, if any, and all debts of the decedent known to t"il:'
excepting inheritance and income tax obligations of the decedGnt
and the Estate; and
WHEREAS, following the filing of said return, tho
Administratrix has reserved a sum of One 'l'housand ($1,000.00)
Dollars for possible debts which might accrue to the said Est~te.
NOW THf.:REFORE, INTENDING TO BE LEGALLY BOUND, the plll"tief!
hereto agree as follows:
1. The Administratrix of the Estate of George C.
Stouffer hereby releases and waives any right which she may hav~ to
a commission or fee in connection with her duties us
Administratrix.
2. The following have been notified that the intestdto
descent and distribution percentages determined under Pennsylv~nia
law are as follows:
(a) Theresa A. Stouffer: 50%.
(b) Joseph A. Stouffer: 12 1/2%.
(c) Charles D. Stouffer: 12 1/2%.
(d) Vincent M. Stouffer I 12 1/2%.
(e) Crist C. Stouffer: 12 1/2%.
3. Each party hereto acknowledges notice that, pur.sullnt
to the laws of the Commonwealth of Pennsylvania, the residenau oi
George C. Stouffer when he died, creditors have a six-month pur..Lud
of time following first advertisement of the granting of Lettenl ul
Administration within which to submit claims to the Administr.i.t 1..r:L:
of the Estate. The first advertisement for this estate ~iiW
November 25, 1994. Furthermore, each of the parties acknowledg(J[;
notice that the Commonwealth of Pennsylvania or other ti.Il:11l<j
authorities having jurisdiction may tax the Estate or income of tho
decedent, creating debts not contemplated by the Administratrix.
In the event that the debts of creditoJ:'s, the tax obligatiolls iJ.nd
other liabilities of the Estate exceed the sum of One Thousand
($1,000.00) Dollars held in reserve by the Administratrix, then
Theresa A. Stouffer, wife of the decedent, agrees to indemnify,
defend and hold harmless all othElr parties hereto for any liabEi ty
for which the amount of such debt or tax obligation exceeds the
amount held in reserve by the Administratrix.
4. Each of the parties hereto acknowledges notice, thut,
pursuant to the laws of the Commonwealth of Pennsylvania, such
party is entitled to the filing of an accounting with the Court of
Common Pleas of Cumberland County, Orphan's Court Division, by
which the Administratrix, by sworn statement and affidavit,
verifies the assets received by her in administering the Estat0 and
the expenoes incurred by her in connection with its admlnistra tion.
Notwithstanding such notice, each of the parties hereto waives and
relinquishes such party's right to require such an accounting and
hereby releases and discharges the Admlnistratrix from any and ull
claims, demands or liability of any kind or character relating \;0
or arising from the failure to tile stich accounting, it beilllJ t:Jil;
intention of all parties hereto that no such accounting shall be
3
filed and payment received from the Administratrix, if any, b<'.1
deemed fair and adequate coneideration for execution hereof.
5. In the event the amounts held in reserve by thu
Administratrix for payment of all debts and taxes are not, in filct,
expended to creditors for debts or for taxes, or for othOl:
liabilitios of the Estate, then upon the satisfaction of the
Administratrix that all such claims and liabilities have beell mudo
and are paid, the funds, together with any income thereon, shal). b0
distributed to Theresa A. Stouffer. Notwithstanding the provis.lons
of this paragraph, if, following this final distribution,
subsequent claims should be asserted against the Estate and paid Ly
the Administratrix, the provisions of Paragraph 3 above shall
apply.
6. This Agreement relates to an Estate being
administered in Pennsylvania, and to a decedent of the Commonwealth
of Pennsylvania. Accordingly, this Agreement shall be governed by
the laws of the Commonwealth of Pennsylvania.
7. This Agreement shall be binding upon the partietl
hereto, their heirs, successors and assigns.
8. This Agreement shall be legally effective and legally
binding whether the original hereof is signed by all parties, or
whether signed in counterpar.t by the parties hereto and facsimile
or electronic signatures are hereby deemed sufficient and
acceptable to the parties hereto for all legal purposes, including
recording.
4
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B. Enlot Ine 10101 of linn 20 twd 20/\ 01111110 ,OU Ih"" ,Iltl lJALA'~CE DUE.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
lTO BE FILED IN DUPLICATE
WITH REGISTER OF WILLSl
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COI.IMllHWIA\ltt OII'IIltI',ll"AllI.\
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SOCIAl h.URIIY UUMUR
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Ifor dolol of doalh p,'or 1012.13.82)
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IAlloch copy 01 Willi 1"""1 I. "'I'y ..lllulll
.- ALL CORRESPOIi'OENCE ANDCONFIDENlIAl TAXi~lf(jRMATloNSHcilj'lD--8EDIRECTED-TOI ------
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2, Slack. and Bondi (Schodvlo IIj ( 21
3, Claloly 1I0ld S'ackIPorlllo"h:p In'OIo,' l\ehod,lo CJ I 31
4, Ma,'uauo, and Nolo. Ro",i,ohlo (\d",d,l, III ( ,Ii
5, COlh. Bonk Dopo,ill & MiHUlluflooul l'uflonul rllrpUllyl !II
(Schodol. E)
6, Jaln'ly Own.d PIOpOrly (Schod,lo f I
7, T,aOl'o" {Schodolo GllSchodvlo 11
0, T 0101 G,all Allo', Ilo,allinv, 1'71
9, Funeral EKpomol, AdminhllUlivo c..Hh, Mil<ollllIlOOV\ I Ifj
E'pon,ol (Schodulo H)
10, Dabl., Marluauo Liablli'io" lion, IS,h,lIul, 'I
11. Ta'al Oodv",an'I'o'ollin" 9 & iOI
12. No' Valo. 0' E'la'o llino 0 rninu. "no 111
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I FllE,NUMOER
21-94-472
IAII propllly lolntly.own.d ';iihih."R'i;h',";'I,,,,yo"h'p m," L. dl"l...d o,,'lch;'d,l. F,I ,"" --.-- .....H --'
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COMMONWIAlIIlOf PINNIVlv^,"A
INHIAllANCllAX AI!URN
AIIIDIN! OleIDIH'
ESTATE OF ,'- -,- ..".,.."...-., ..,
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
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--....-- -.,-....,-----.
George C.
Stouffa!:
ITEM
NUM~ER
DESCRII'TION
1.
Note Roceivnblo. pnynhlo Lo <:aol'!:(! C, ~t(JlIrrnt. pllId
Nny ,20, 1994
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VALUE AT
DATE Of DEAlH
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$30,000.00
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... !Q!~~(~!? ~~~!..~~lInD 4..~.copllulatlon
530 000.00
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Es'rATE OF Georgo G. Stouffol
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Patriot News ~ EHtllto AdVOL't lHinl\
Cumborllllld Lm~ Journ/l I
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1''11,1\ Nlil'l8ER:
$
34.00
30.00
142.10
40.00
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21':94-472
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ESTATE O~'-._._-'_._---"
I
SCHEDULE J
BENEFICIARIES
GoorgD C. StDU[fOl'
- ",,-,c"FlttNU;;\BER
Zl-9~-~72
.
----- -..-.-..--..--.-.......
ITEM
NUMBER
.......... .~_._.__..._-_._-- --~---_.
NAME AND ADDREII.DF OEllEFICIARY
RelATIONSHIP
AMOUNT OR
SHARE OF ESTATE
---...-..---.--.........--.---.-.....
I.
A, Toxohl. O.quDI":
l'horosn A, Stout'r!'!:
31HZ Codal' Avol1uo
'ump lIill, PA 17011
..---.,' ..---.-.--.
*----
IH[D I
50:1
Z,
osaph A. Stourr!'I'
12Z IluldolllUIl AVI'IlUl'
ow ClIIIIIll1!:lulld, 1'/\ 17070
SOil
1Z.5%
:l, :IHIl'loB f), S tou J'J'",'
13 flogul1 LIIIll1
10chulllcllhurg, I'A 170r,')
~. ll1col1t fl. Stourrl!l'
HlIZ Codal' AV('I1IW
;nmp lillI, PA I 7011
5. ~rist C. Stollfj'(!r
'70 Arylllo AVOlll19
IOlltoursv.lllo I 1'1\ 1775/.
SOil 12.5% _
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'I Son 1~.5% ,
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Son, " 1Z.5%
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ITEM
NUMBER
B, ChOlllohl. and Ooy..nm"nllll O..iuOl',
I. None
tJAME MID ADDOIII OF BENEFICIARY
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.,..- -".-~'-~"'-
AMOUNT OR
SHARE OF ESTATE
--.-----.-..-.-.
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(II mort IpOCO II ",OII.d, In'OItllddlllolllll.I".I. 0/ loml ,hi'
TOTAL CI1ARITABIE'At,1O GOVfrU"I.\[I,IIAl nfQlI[SI~, I^hr. .,,'nr Oil Ii", 13, Rocol'ltullIllonl S
. ,
.. '. ...-...--._..._.__w_ ___*_~_....
REV-1547 EX AFP (12-94) ~ i
COHHOHWEAtlllOr rrNNSVlVANIA ~' . ~
tJEPARTH[NI OF HfVl:HtJl'
BUREAU OF INDiViDUAl TA)([S ~/r.'" .
DEPI. 100'01 "'Ia4 Y. :.t;
IlARR15BURO, PA 171za-0601 IJ......
ESTATE -OF --sTdOrr(lfo GEORGE
DATE OF DEATH 04-02-9(,
NOTE, TO INSURE PROPER CREDIT
PAVMENT TO THE REOISTER
ACN
101
NOTICE DE INIIERITANCE TAR
APPRAIS[MENT. AllOWAfICE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAR DATE 03-20-95
. Cdu.--"uFIi.'{NO. ..21f4~()'4'12~"=o=o'
COUNTY CUMBERLAND
TO YOUR ACCOUNT, SUBMIT TIlE UPPER PORTION Of TIns fORM WITII YOUR TAR
Of WItLS, MAKE CIIECR PAVABlE TO "REOISTER Of WILLS, AOENT"
REMIT PAYMENT TOI
JOHN R BEINHAUR ESQ
FENSTERMACHER 8 ASSOCS
5232 E TRINGLE RD
MECHANICS BURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701l
r-- - ~~unt_ [!!'W!L=j
CUT ALONG THIS LINE ~ RETA1N LOWER PORTION FOR YOUR RECORDS .....
kiftj: iSi;nX- -.\j"iqW: iji,") - iioY: c t- -6 F - -i,iP.~;'~ W,'iic E - Y,~9. - X(iJir,;':: S EH€ilr;-;;Ll"ciw:mcE" ,(iri- OM - m__m - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOUFFER GEORGE C FILE NO. 21 9(,-0472 ACN 101 DATE 03-20-95
If an assessment was issued prev10uslY, lines I~, 1~ and/or 1&, 17 and lU will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAXI
15, Amount of llno 14
16. Amount of Line 14
17. Amount of Line 14
18. Principal T.~ Due
TAR RETURN WAS: I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. Rool Eslolo ISchodulo Al III
2. stocks and Bonds ISchedule OJ (2)
3. Closely Hold stock/Partnership tntorest ISchedule CJ 131
4. Hartcages/Notns Receivable (Schedule 01 (4)
5. Cash/Bank Oeposlts/Hl~c. PArsonal Property ISchedule () IS)
6. Jointly Owned Property (~chedul. f) 161
7. Transfers (Schedule G) 17l
&, Totol As.ots
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/^d~. Costs/Hisc. f~p8ns8s (Schedule tl) 191
10, Dobls/Morlgago llablllllo,/llon. ISchodule II 1101
11. ToteI Deductions
12. Net Value of TD~ Return
13. Charitable/Govern~ental Bequests ISchedule Jl
14, Not Voluo of Eltato Subjoct to Ta,
Nonl
At Spousal
taxable at
taxable at
rate
115 I
I1b I
1171
Linoal/Class A rat.
Coll.teral/Class 8 rat.
TAX CREDITS I
-.------ n"..u_,_",.. .,-'----1" ,-,-----
PAVMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST
12-31-94 ---AAO-Z26Tl----- ,,--,-,-
III
1'1
,00
CIlANDED
.00
.00
,00
30,000,00
3,700.00
,00
.00
1&1
33,700.00
13,745.66'
.00
ell)
112)
1131
1141
13,745.66
19,954.34
.00
19,954,34
,00 R ,00,
19,954,3~ x ,06,
,00 R' 15,
11&1
,00
1,197,26
.00
1,197.26
AMOUNT PAlO
1,197.26
TOTAL TAX CREDIT
___4.
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,197,26
.00
,00
,00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF AOOTTTotlAI. INTEREST,
I If TOT Al DUE IS lESS TItAN n. NO PAYMENT IS REQUIRED.
If TOTAl. OIlE 15 RffLECTED AS A "CREDIT" ICRI, YOU MAV BE DUE
I'.'"
"'-- --
PURPOSE OF
NOTICE,
PAVHENT,
REFUND (CR II
To fu1f1l1 the requlr.""t. of Section 2UG of thl Inherltanc. Ilnd Elt.t, ralC Aot, Aat 220' 1991. (12 P.S.
Soctlon 21m.
DetltCh thl top portion of thlt .lotlCl Met IUbII)t with vour Plv.ent to thl Rlllht,r of Nlll. prlnted on the
raYlr.. .Ide.
.... MMI chick or loney ordlr pIY'bl. tOI REGISTER Of WILLS, ADENT.
All p'VMnh rlc.lved .hlll Itr.t be applied to anv lnt.rllt Nhlch ny bt duI, with ..,y rHllnder ewUtd to tM ta)C.
A r.fund of . tax oredlt, which wet not r.quuted on thl talC r.turn, lay b, nquntt,d by cOllPl.tlna an "AppllcIUon
for R.food 0' PlMlvlvanla :i.nhtrltenCl and E,t,t. rllC" (REV~131!l)' Appllutlonl er. IV' liable at thl OffiCI of
the Roghtir of Wllh, any of thl Z5 Rly.nut Dhtrlct OffiCII or by oa111ng the .pIOIII 24-hoor an,wlrtng ..rvlel
n~r. for forll orderingl In flIM,y!"."i, 1-800"362-2050, out,ldl P'nn'Vlv..,J, end within loeal
Hlrrllburg 'r.. (117) 181~a094, TOO' (717) 11Z'USZ CHurlng IlIfIllrld Onh).
OIJECTIONS, Any party In Intlrllt not satltfl.d with the IJIpralt"ttnt, a11owln<ll or dlt'l1owanol of dlductJonl or ".....Mnt
0' tax (inaludlng dlnooot or Intlrut) II thC>><<l on thll Notlc. IlIV obJlat within lhetV (60) dlv, of r.c.lpt 0'
thll Hotlcl bVI
"wrlttsn prot..t to the PA OIParb.nt of Alv"l4Jt, 1I0llrd 0' App.als, O.pt. tUon, Harrhburg, PA 11128"1021, OR
..~.l.otlng to hay. the laUlr d.tultnld ftt the audit 0' the account 0' the Plrlomlll r.pr'lentatlv., OR
~"epp..l to thl; Orphanl' Court
ADltIN-
ISTnAlIYI!
CORRECTIONS.
OISCDtMT.
INTERES"
Fectull 'rrorl dllaov.r.d on thll ".....not should b. fteldr....d In wrHlnD tOI PA D,par..."t 0' R.v.~,
Sur.1Y a' Individual TaICII, ATTHI po.t A......tnt R.ylew IJnJt, DEPT. 2110601, lIarrllburg, PA 171Za~0601
Phone (117) 7n.6S0S, S.. page] 0' thl bookllt "Inltructlon. 'or Inhtlrltlnc. rl)C Rlturn 'or a Rullflnt
Dloed.nt" CREY.1S01) 'or an INplanetlon 0' adllnlttratlv.lv carreotable .rror..
If any tile due 11 paid within three e]) caltndar .onth. aftlr the d.o.dlnt'. dlath, a 'Iv. p.rclInt U:O
dltoooot of the teM paid It allow.d.
Intlrnt " clulrgld blglMlng with flr.t day of dlllfl\fUlMV, or nine (9) IOflth. and one (1) day
'rol the data 0' duth, to the data 0' pay..nt. TaHIt wnlch b.ea.. d.llnqulnt bll'or. Januarv 1, 1912
blar Inter..t lit thl rate of tile (6;() plrclnt ptr anru.. calculatad at e d.llv retia' .OnOl64,
All tex.. tthlch beo... dlllnquent on or eftll' Jenuarv 1, 1912 w111 bur Intsr..t at II retl which ..Ulvarv 'rot
callnder Vier to callndar Ylir with thet ratl ennounced by the PA Oepart'tnt 0' R.y.nue. Th. appllcabll
Int.r..t rete. 'or 1982 through 1995 erll
'tw Int.rllt Ret. Dlllv Int.r..t FRotor :tor Int.rltt Ratl ~IY Intarllt Faatar
1982 20X .000548 1987 9X .000247
19U 16X .000438 1988-1991 lIX .ooom
19M lU ,000501 1992 9X .000247
1985 15X ,000556 1995~1994 7X .000192
1986 lOX ,000274 1995 9X .000247
--Inttrllt I. cllculatld al follow'l
INTEREST . BALANCE OF TAX UNPAIO X NUNSER OF OAYS OELINQUENt X DAILY INTEREST FACTOR
."Any NotlCI 111* efter the t._ beaO"' dlllnqJent NIlI "fllCt 8M Intirut celcuhtlon to ,1ft.., CIS) dan
b.vond thl dati 0' thl; a......'"t. If pey""t II .adt e'hr thl Interllt cOIIpUtaUon detl .hown on thl
Hatlol, addltlan.l int.r..t IUlt be o.lculltld.
(J\ '.::"':C
','! "10"
I",
~-
\'1
,_J
...J
" ?
01 I,{' L:
, I ' \,J\ ~! :J
(,,:' U()
Dot""" tho tOIl portion of thlo Noll.. ond IIAloI t wi th y"", ~._t _ p.yabl. to tho .- ... odd,...
prtnt.-:l on the rever.. "de.
PA'II1DtT.
If REIIIlt:IlT IlEClIlEIlT .... .- or ...... o,dor p.....,I. to. REgISTER OF WILLS, AgENT,
If NllH-1lt!1J1lEHT Ilt:CfIlEIIT .... .hod! or _' o,dor p.yabl. to. CIlttllllNWEALTH OF PENNSYLVANIA.
All p.~t. reo,lvtd shill t. ..UId fir.t to env Intlrnt whlth RY be due with Moy r..lndlr 1PP1hd to the taM.
REF1*D (CA)I A r.f\rld of . tax credit, which "I' not r.quutoct on tht fIX R,turn, HY be r.qu..t~ by cotpl,Ung en
"Appl1C11tJon 'or R,k.nd of PIM1V1VWlJ, IMtirltlnC1 W Elt,t, Tu" (REV-UU), ApfIl!caUonl Ir. IY8Ulbl, .t
the OffiCI of the AlIls"r of NUll, ,"V' of tht 2] RlvenuI Olltrlot Offlc.. or 'rOIl the Depart.."t'. Z4-hour
Irl....rlng Hrvlcl nuIbIr. for for" orderS"'l In Pem,ylVWI1, 1"100.UZ~ZOSO, outtJde Pennlylv.,t,
ond wIthin 1...1 Horrlollur. .r.. (7) 717-1094. TDDI (717) nZ-2t5Z ("""rJIlI 1....lrod onh),
REPLV TOI blUont rlQlrdlng .rror. conttlned on thh noUe. thould be Iddr...1d tOI PA DIp"rt...,t 0' RlvtnuI, BurHU
of JncUvJdull Tax.., ATTNI Po.t A........,t Alvlew lkllt, Dept. 280601, H8rrhburll, PA 1112'''0601, phone
(717) 717-6105.
DISCOUNTl If any 'Q eM II p"ld wUhln thrH (3) cIlendlr ItOnth. 1ft" thl dtcldlnt'. duth, a flvl perc."t (5:0 ,HICCM.nt
of the tQ plld II 1110WMt.
INTEREST I Int.rllt II Chlrltld Hllmln. with first dI~ of dlll~~, or nlM (9) ItOnth. .-.I ConI (1) dI~ frOll thl d8t. of
dIIIth, to thl d8t. of plveent. Ta,(u which *- dllI~t blfore Jenu.ry 1, 1912 bur Intere.t .t the retl of
.he ('X) !HIrc,"t per IlMUI calcul.tld It I dllb r.t. of .00016~. AU tlM" htllch bee.. delinquent on Ind Ifter
JlnUlrv 1, 1962 will bier Interl.t at I rltl which wUI Vlrv frot cllender Yllr to cIllndar Yllr with ttMIt rltl
~Id bv the PA o.plrt-.nt of R.vlOUt. The eppllctbl. Int.r..t r.te. for 19'2 through I'" .r..
Y..r Intsrllt Rat. Dilly Int.r'lt Fletor V..r Int"..t A,tl Doll. Interllt Fletar
1912 lOX ,000141 1917 91 .000U7
1915 16X ,00041. 19U-Inl m ,OOOSOI
19M llX ,OOOSOI 1992 91 . DOUU
1915 ISX .00OSS6 1995-1994 7X .00019Z
1916 lOX .000176 1995 91 .000167
."Interl.t II ctlculttlMt .. follow'l
IHTEIEIIT . IALAHCll OF TAX UNPAID H HUlmER OF OAYS DELIHQUEH'l H DAILY IHTERERT FACTO.
....Any Notlcle lelUld Ifter thli tQ tMtcoet. dtll~t wlll rafltet WI Interllt ~lou1tt1on to flft.... (11) _.
beyond the dIIt. C'f the ..H...."t. tf PlYMnt It .edt .ft" the Int.rllt ~t.tlon dlt, thoMn on thI
Notice, tddltlDnllI Inttrllt lU.t be celcuhttd.
I-
"V
I ;t
~
(
CERTIFICATION OF NOTICE UNDER RULE 5.6{al
Name of Decedent I
Date of Deathl
(',(Jorge C. Stouffer
AprU 2, 1994
Will No,
Admin, No. 21-94-472
To the Registerl
I certify Lhat notice at beneficial interest required by
Rule 5,6(a) of the Orphans'Court Rules was served on or mailed to
the Collowing benefieL'll les ut the above-captionea estate on
II j,')2J, J'jt! I
. .
Name '
Address
'!'heresil A. Stouffer, 3812 Codilr Meml0, Cilmp lIill, PA 17011
.Joseph A. Stouffer, '! 2? lIilldeman MenUl::, Ne~1 Cumberland I I'A 17070
-
Cllilrles D. Stouffer, 613 ~1e'Jiln l€lnc, Mechilni csburg, PA 17055
Vincent M. StouffeL", 3812 Cedflr Avenucl Cflmp lIill, PA 17011
Crist C. Stouffcr, 270 Myine Avenue:, ,~iJ/lL:oursville, PA 1775':
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) ~~~~
Da te I I;) / N / '( c(
,
/~/iu.jJ //Dp6J1 i!JlJy
Signa1uro I
"1 '(:: <.I;
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Name JJhn H. IJeinlidur
l'enstermacher flnr! Associiltes
Address 5232 East 'J'rindle HOild
Mechflni csburg, I'A 17055
Telephone{ 711 691-5400
CapacitYI
xx
Personal Representative
Counsel for personal
representa ti ve
nw-),>
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I
I
'OR DATU O.DIATHAmR 12/311VI CHICK HIRI
" A SPOUSAL .
POVIRTY CRlDll IS ClAIMID [I
PILI NUMUlil" ,. um,__u_
:: I -'11,-1,7:'
COIIIIT1 WilE YE~~.,
'(ifn M I if '1-t.'ij~\pi fir A(jjiiiB ~--_._----
,,~;Iu;;t~
CllMMONWf AI lit 01 PftHl!,lIVAtH.\
(JfPAktMttH 01 R(yrtHH
(lfP! 280601
IIARRI~BllIlO PA 17128 ObQ!
-- --- 6[cE(lrtn;fk.\~H iiAS1. "flllsf"A1lti1@bTnmfl"Atj-.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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SIOIII'I'I_II', (;('Ill'gt' c.
~OCIA.1 SfCURITY tHlM8fll
lilt.!! i If 61~ Iii
11'1/1 (1/ ',I
HI I.' I:,'dill' \\'1'11111'
1:'"111' II 1 II, 1',\ I 71111
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ROfnlli"dor Rolurn
If", d"!,,, 01 d"n!" pllol ,,, 12, 13,U21
fudutClI E1lufu 10,(
~ulurfl RlltpJiltld
Julell r'~umbor of 5010 rJupn\illltl.';u\
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limil(Jd [,Inl(l
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fuluru Inlurull (ollll'r(lllll'O
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ALL CORRESPONDENCE AND CONPIDENTlALlAX INPORMATION SHOULD BE DIRECTED TO,
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4 Mtlfl9ilgU\ und Holul HUlui"'(ltJlu jSdlUdlllu Dl I .11
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lill 11iflf!ft!l!Pr.'IJ.'I'I'.'IlJ.f'~'~~~.'N'J.'i'IIIU:.l'~
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.... BE SURE 10 ANSWER All QUESlIOIlS eJlj H~VEHSE SIfI~ ANIlIO R!CII~CK MATti....
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1, fAILURe TO RrSrmm WIU. fU::1U1t IN AN t1HICHI. lA)( ASSrS5HUH wllh IJI'.tlll:llhln IIl\nrll~t 11I'~flll fir, 1,1Inrlllflllon
qllh"" tlnl1 hy Iho IlllflJH: 1,,1 11"llllIllnll.
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.\. AI joint llcr.OllrH Is IIl\(llhlo OVon IIhhloh Iho chH:nllnr\:' <. 'I'lllllr 011\' '!Chlllll Ilq /I "lit Inr Iff f:!!IlVnrdnrH,fl.
Ii. 4ccnun I' (1Ilr.llrrHnq Ihn~n hn III hn tWIUHI hll.hfIJul ,IIlII wI fll) 0111 kh 11111 ctntlldllnt I'll t 1'1 Ju I III II""". ., I lid II fino '/OIlr Ilr I fir tn
flllllth Me fully IIl'ilhln iI" Ir,'n~lnr\,
~,Aecounts nHnhl15hnl1 jnlnllv hotlolnOll hlf.hllllCI iUlll.wlllll'111ro lllnnllfln '10M 1IIIm tll dllllth IHO /1111 tll~llhIO,
fI, 4ccoun,h hnlcl I,v Il doclllhllll "Ill Iruc;1 fnr" i1Jlnlhor III IIthol, MO tlHllhlu fulI'l, t
OINIRM IfIFORMA I IIHI
REPORTING INSTRUCTIONS
PARI
TAXPAYER RESPONSE
L ~'O" A ' II 'h, "t,,",'lon "",' "'"",,',"," ,,, II", ","',,' ~'" <,""',,' "',,' ,'",'",",,'" "" ",,' ''"',,'' OI"I"nll, "'"on '" "i" I
In hloc~ "A" of IlMI 101 Ihn "'il~Pllvor ~nsllUfHill" "(lctll1l\. Sl~jr\ 11m !:lIfl/n. !llltl ~\fh"'lt tho", lolllh 'IOllr tJhor,k 1M Itln il"lrtllnt'ol
tt!, to the Rngl~tOf of Wlllf> III tho eounty Inllthltllll, IhA 1l0111Htllll1f1t nf ilAvorlllll 'Hili 'HIlA '111 olflr-Inl !l'iUlIl1"lllht
('O'IIl RrlJ'I~"t1IXJ If[lOn rnnoll" llf thn ~Iltlffn "11I" thll Rn!J1.IOl lit Wlllli,
:, !lInCr Po If th(l il5"nt ,/loclflntl on thl, Hutlen h/l'; 110iH' III will Itil ,0/1I1'lnt! filul tll~ IllIld .,IIh tlln J1o~f1''II..."nl'l If'lhorll'lMfl
T<'l\ Roturn (1locl h'l' tho fiocntlnfll'~ rnllrn~lIflllltlvo. pl'lto ,m "X" In hlfl(;~ "~" IJf PMt' 10' thn "r.1Kfl/l'lOr Rn91l0n.Il" ~Or.tloh, 'ilqn nnn
CO[lv Of III rn tin" tn thll IIA nOll/II tl'11111 I 0 I RllVO!IlJll. RIIII1I1U !If !rull v IlllIill I 1I~1l~. nOli I .'/Hlll!) I. II/lrr I ~h\jrrl, flA, III ,'R' OliO ~ In tho
or\Volopo flrovlclncl,
,.
&l~':', l if \1'" 00\1<:11 In'Ur.ollll,C>f1 Is 1l1enrrncI lIIulillr llnuuctllll1S 01" hnln(l ClllltllOli, C1f111CIr nluc, "C' 'lhd C101'lp1111n "Ilrlt l ilnll.)
Ilt'cordlng to Ihn In..trtlctlon, hnlow, Sign IWflr;oplno; Ilnd 1U'll!Ilt Ihfllll IoIIIh 'lour ohnCk lor Iho 'll'1,Ol/nt 0' 111l( ol1'1l1hlo to th" ~AlJlHnr
"f WIII$ of tho cOllnty IndlCIllod, Ihn PA Ullfl/lrlrJllnt n( RllVQflllO will IUUlllln offlolnt nUIlUlllonl (for". r.rV'llj(,ll t:O ljpon r!lOnlnt
of Ihft rtllllrn frn" the RllQI$IlH of Wills.
TAX RETURN - PART
2
TAX COMPUTATION
IINf
1, rnltl'
NOTf I
the date Ihe IIceol/nt orlglr1itll~ WIIS ustilhl15hocl or \Itlod In thA II'IIItUl11r lld..llnq (ll chlo QI donth,'
for Il clococtenl d~lnQ <lItor INI?/I'I?: ACClIlllllc; which 1'10 IluoOfhlfll Put In Jol111 11;''''05 .,Ithln onll {II 'llIlIr 0' donth ,Irq
h~flblo hilly 115 Irons'lIrs, Ihlwl,vor, tllllru Is on o~cll,shll1 nol ,to IHCAlIclH,ODD Ilnr Irl1n~forl1n roynrlllon of Iho v/JlulI of
Ihe !lceounl or tllll f1u~lhor 01 ,'ccounts 110'1/1,
"
"
If II (Iouhlll flstal15~ (")IIIIPollr5 Iloloru Vllllr first f1I\IIIO In tho IIllclrAU 1I0rtlon of Ihls n(l.,~
lllrll/lflyhllS boon flodl/C,lod froll tho ilO(;flunt 11II1,II1C" ilS rOI,lOrtntl bi' Iho Ilnllflolill lflStltlJt16~,:;'
Lntnr tho lotnl hlllorlCo of Ihu ilCCollnl Incll/cllng Intorost ilcrnullJ tll IhQ llnto of douth,
Iho POl'ClInl of the <lCCfHlf'tt UHII J5 lil'(llblo lOf IlIIOI, survivor Is Ilolorllllf1ud o~ folloWSI
A. Illn flor~o"I IIl~rJblo lor' Joint lIStnts USI'1IJIIIl11lld 1'I0rll Ihllllllflft YUilr rrlor 10 tho II0clldllnt', dlllllhl
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mlNr~s U~ INUSI f1INfTlr.IMI/I!i
Itl", Ilort"'''! IUHllJIll for 'lulIh trolltud within f!f1U VUIIf uf tlw IhllJllllonl', rll1llt" or "tcullflts u~^.tfh'f
III 'I'lat for "'lolhur Iflfllvldutllf51 (Iru~1 IJl~lllIfj(;llHlusll J' ,\
1 IIIVIO[[1 BY 5 IJOINI OWNI.~SllJllJlIJUI BY? (!iU~VIVO~S),. ,1'" II 100 ~ 1(1./% 1l4X48tr fO~ lAC~ SIJINltJdRJ , \'
,
IIIVIOl:1l fly 10141 NIIH8U~ fJf 100 IlI'/olC!:Nf, fA)(ABlE
SIlIIlJIVINO JIlINI {JWN( RS
111 H,o 1111,"11 fJf tho lJocllclftnt olflll two 0,1I10f II1Inllfl'i.
<-.,
2,;
.-
OIVIULil Po'f 10 TAt NUHBt~ 01
JOIIII ll~tln~!i
[~w"IJllll A Joint IIHol ruyl1.turotl
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thll \.I.l1ClUhln t bu t~ (III lei
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I J:/tJrIPhp Joint, 1.(.tOUht rllYI~lIHIIII
ttlllduclIlJunt.
I 1J1VIOUI BY, i' l~U/o!lJIYCJk~) ~ ,~O
x 100
In Iflu n'I'IU uf 11'1I ell/tol/unl mid two uUllIr IIUI<;lln't IUll1 U$tillll lthlld, IoIlthln 01111 '111M of dll,lth bv
110% IIA)(A&llllJR 14l:11 SII~Vly,I~J
" lt'I' ~~lfJ'jll' ~'1!JIl.l(I,'~ tll. !I;I'II I,) 1\ clrdllr."'ll''''III'', 1.)."1101"1'." 'k, 1"1 '\1'11 "~\."",., '11"'1.:'1,"1 "'f I"H~"I"1 hH!I:lt\l (;j"" .\1.
~, Inlllr thll lulld fJf Ill'" lIulll$ IUlll cjlllhjcllull~ Ihlud In P'IfI .L
IJ, IlIu /lJlolmt t/J~llblo lllulI (,J i~ uulullll/11ll1 IJ'f loIrIJlrilC;tlll\J HIli lI11hl1 ,UllllhuIUl.llull't (111111 "I f,un trlU ""utlllt 'iuIJJU~1 10 Ill, {Ih,u 'II.
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A.
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,
Irllnsfo,'$ 10 111\11111 c/O~tll'lllllflls 11lI:llHIJrI\J "Iltlll/, IOW!t1l1f J IllHhufll'; >l111l. ~lIrr, jI'UI!llltUf. Ilr'HllllJldttIrUII. ~lJn'lfI lil",
tJIHlfllltlJr'ln'I""" Iotlllll:/ljlll Ifflll \lllIlr j~wll 'lfll 1.1.'llIlu "I ~I.. l'ur(1I1l11 1"%1.
frurJ~lu'$ 10 <lll lIIIIUI!, IIJl.lUlflll!l 11/1/1111". ~l\tlll, \fJ1l.JU, '!l,nl, JlIHlrIU~ 'Itll' 11\lJ(.1I ;U II IH~'lhlu ,II f IIt'HlIl j.!\lf'l)llHt \ 1'l%I,
I f 'lUll f:IlUI1!.lW' tllll II'~ I 1I1uI l'lu,,~u !,IWL I f'J '/OHl I II I ,II iUIl_hll' lu IlIu l"H.tuluJ'1 \II IIlU dl ~if III tlV IUUll,
tUlIO'I!'t uf III.. C/lJU lllul1 Ii) 1\ duIOr~llllU" I,~ rfllllll"I'JJn!,l 1'111 ,UhlWllltl...lllu lJllIll 01 IJV 111\1 11\ r'I~1I (1~'lu 'I,
CLAIMED DEDUCIIONS - PARr
I
IlEIIIS,MWlll'llllClllINS CLAIMED
It II ow/JU I II tlill/t!, IHIII I/UtJl~(; I JIlll!, 'ff II 1111 1"1 .11111111 'J~ lulll1l4 1,';
A. Y(IU ltHlidJ'I ii/II IU~Ih/fl~JI/JU 1m I"I'I'HIII\' I,f tllli lI.!itl,tll ~ulrIUt;1 lu ,Ill;llll'b!r'lllflfll'", d 1'\lJ.llllill I'J'Il"~"'d'ltlVII h 1r1'i1J/Il'dl/ll1
III puy tilU lJul/lit;IJhlu Itut1l~,
Il, VfHj "(;11I..11., I"JIll tllll llulll~ ,JfIUI C.II,lth ", lilli' l/lJ.aHlulll '11111 (,'111 IWIlI"I, 11I(luf III "'1"_111'11.
(. Hubllo 'JIII/\!lLlul"""1 ;1'J:;t "OJ 11110111.'1111 11111', 11I1"1f t~, If <UWII!IHlul ',I"",tj 1" IIUlhrull, Hill 1'1..1'1 '''l/UI!' rl II,!" 'tl". 1"l/uJ'11
Jlili'MIIIlI 1Il11'f IJU / UIIUlI~ (lJfJ lJy IIlu f'A lIt/I,,,1 t"HIIII Ilf HUVIJIl.IOJ,
[-----_.._._."."-_.,,._---,..._,.._--,..,~'''_._-' "" , " , """'''-'-'-'''''''''''-''
'IAXf'AYI:~ AS~"~IT^,I(.E
IF YOU tlLEU 'UR/IIEIi WHlliMAI JON Uti ASS1~dAlH:! , (;UNIM'I ANY
REGIS/FR OF Will S, PA IJI:I'AIiHIFIlI OF kEVUlI1I "U"~IC( OH:ICE
011 CALL 1111. HUR/'AU Of ltWIVIIHIA' 'AXI S, IAXI'AYLlI ltlUlIlliY lllH I IN
IIA~RISIIII~O AI (II/) Ill! 'fI,ln,
'--'.'---"-"-,,, "'.-'.. " -, .---,.. -,.. - ,-,--, ..- "" --" ", -,. " "",,,-,....,,,,,,,,..,,.,,J
RESERVATION I Eltat.. of deetdenh dYing en or before DeClllber ll, 1982 -- If flny future loh,...t In the ..t8te Is tran.hrud
In pO.....loo or .nJoy...nt to Cia.. 8 Ccollattrall b.neflclarles of the decldont lifter the elCplratlon of any utatll for
lIfl or for Yurt, the COMllonwlIllth hcrreby IlCpr"tly r"lrlllll thl right to llpprflhl llnd IU.... trllntflr Inherltllrl08 TalCII
at the lawful Cia.. 8 (collat.ral) rate on llny '~ch future Int.r..t,
PURPOSE 0'
NOTlCEI
To fulfill the r.qulre",nh of SIICUon ll40 of the Inhorltllnce and Estate Tal( Ar.t, Act ZZ of 1991. 7Z p,S,
SeoUon l140,
PAYHENfl
Dotach thl top portlan of this Hotlcl and sublllt with YOur paYllent to the Regl'ler of Wills printed on the rlllers, .tde.
.'Hakl check or rIOnoy order flaYllblw tOI REGISTER or NILLS, AGENT
All paYllent. recelllod shall first lie llppllod to IIny Iflhrest which IIllY bo duo IIlth any relulJnder applied ta the t8lC,
REfUND CCRll A refund of II talC credit, which IIns not requosted on tho TalC Return, IIIlY lie requllted by cOlllpletlng IIn "Application
for Refund of Penn'YlwlI1la Inheritance Md E.tllto Tax" (REV-U13), Applications are lJIIlIlllIblo lit the OfficI
of thl Reglstor of WHls, nny of tho Z3 Rellenue District OfflcDS_ or by clllllng Ihe specllll Z4-hour
llnswerlng serlllce nUllbers for forlls orderlngl In Penn,YIIIsnlo 1.800-362-2050, outside Pennsylllllnln and
within 10CllI Harrisburg llrlll 0171 787'801)4, TDDs Olll 77Z-21SZ Wearing lrnplllrod Only),
OBJECTIONS, Any porty In Int.",t not "'14/1." wit" '''. ".p,nl....nt. nllownnoo " "1"lIow.noo of "."utllon.. " ........nt
of talC (inClUding dl.count or lntorostl ns shown on thls Hotlce lIuSt objllct III thin sllCtv (601 (fAyS of receipt of
thls Notice bYI
AcNIN
ISTRATlVE
CORRECTIONS I Factuai .r'rors tlhcollered on this llSSlluMAnt should be addressed In writing tOl PA OePflrtllllnt of Rellonue,
BUreau of Indlllldulll TalCu, ATTHI Post AuesSIlont ROlllow Unit, Dell\' ~80601, U/lrrlsburg, PA 171~8.1)601
Phone (7111 787-6505. Sell Pllge 3 of the booklet "Instructions far Inheritance IIIl( Return for a Ruldent
Decedent" (REV-150lJ for lIn IIICPhnlltlon of lldlllnlstrntlllely correctablo orrors,
..wrltten protest to the PA Departlllent of ROllonuo, 80ard of ApPoals, Oopt. ~81021, IIl1rrlsburg, PA 171~8'10ZI,
hlhctlon to halle the "atter detorlllned lit lIudlt of thll account of tho personlll representative, OR
"aPP8111 to thl Orphans' Court.
OM
I
DISCOUNT 1
If any talC dUll Is paid within thrllO (31 calendnr 'mnths altAr the docedont's dellth, a fllle nercent (5%) dl9count of
the talC paid I. allowed,
INTEREST I
Inter..t Is charged beginning with first day of dellnquoncy, or nino (I)) 1Il0nlhs IInd onn (II dllY fro. the date of
death, to the dlltn of naYllent. falCes IIhlch bllclllle dallnquent boforll Janullry 1. 1982 bur Interut at the rftt. of
sllC C6%1 nercent per lInnUIl clllculatod at a dally rote of .000164. All tl'll(OS which becillle delinquent on and lifter
Janl.lllry I, 198Z wlll bllar IMerost nt a /"ato IIhlch will lIari frOM cahnclnr Yllllr to clllondM year with thllt rote
announced by the PA OIlPctrhllnt af Rellenuo. The IlPPllcl'lblo Intorest ratos for 198Z through i995 /trQI
~ Interost Rate Dllily Interost factor ~ Intorest Rote Dlllly Interest fllCtor
--
19BZ 20% ,000548 1987 9% ,000247
19'3 16% ,0004.U 1988-1991 11% ,000301
1984 11% .000301 IIJqz 9% ,000Zli7
1985 11% . 0003~b 1993-11)94 1% ,000192
1986 10% ,000214 1995 9% ,000241
. -Interest Is clJlculntod n. follollSI
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'-Any Hotlce Iuuvd 1I1tllr the talC IIOcollles dellnqullnt will refloct nn IntQrost clllcullltlo" tn flft...n lI51 dnYI
beyond the dat, of the IlUOlSllont. If PI'lYlllent I, lllllde I'lfter Ihe Intorost cOIIPullltlon date sholln on the
Hot Ice, additioni'll Interost IIltJlt be chlculnted,