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Home My WebLink About94-00873 ." .".' \ , . -.--',-.- -.....-. -',., "' ~j~~1 / \ \ \ 00 :-it ( (( ~ i",' I.: . t'. , c.... $: . ~ :J i,,)Hi" ~n .... . 0 ,.:, :'tit' "., .-,., 0 ci Q;:~ 9_ [;; t3 <D~ ~ ~ u. Z~ lii_ '" :>< ~ ~ 0.... f:lL ~a: "'~ rn~c3 ClCl xCl ~~ ~ ::3:?; 0: a: 00: "!~ :>::> <D:> ~ t-;J~ <DID <D 0.... rnUl 'Ul a:~ 0: a: qz ;: , WW II.w :5 ~~ <DID II. ::!~ 0.. Z ~~ X ~ 5u rn 0 I M J ~ o U ~ ~~ uQt'1 '" 0'.... ""'000 ""'w!:; ~g,J< "'Oil< o~tol el::>o-l f-tOtn UlUH Htold t:lz< ~ou :0 :OlD rog 0" ,o} ~'J -. ............ . I f i I I I j i ! I I ~ <'l &I ~ I I~ ... ~ I'" ... , I I- I I I i I I I \. .. --........ --.- ,0 "...,. .,,,'. ...- "'hj'_~_'W'__H_';~--:- ..... , '-'1J.' ,. ......, ... , . . . Q " , ~ . ',-I " ~ I . .~; . ., ,', ~ ,r l" - : "~'. . /' "'/0. , , ., . ;.\. " I } ,r f ",.1 ;",~" {. >> ' - 1, .. ~., . k."" .. ... , 0, 1 l"'., ~ '1 '~'I" .. '.\ . ~" -1' . t ....:. ~ .' I ... '.t". "I . , .;.- . ,.\ , .j J . -, +'\ f .' ~, . , . , " ..---" r-"- t..- i,_!' ""\.:...., I ' ...................J4J1 . .-'-' --"~'-"'-'" .-"'.... .... \ , 0' . '-'~'... . II t'. , ",<,,; .~ ,......-.-...-.."','> ..~---, c/ JAN 25 1995 , REV-1547 EX AFP (08-94* ~O""OHW[ALTH OF PENNSVLVANla DEPAATHEHT OF REVENUE BUREAU OF INDIVIDUAL TAMES DEPT. 280601 HARRISBURG, PA 17121.0601 NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 101 DATE 01-24-95 FILE NO. 12-23-93 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS, MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: HAMILTON C DAVIS ESQ PO BOX 315 SHIPPENSBURG PA 17251 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 ~ AnOU, nt R...i U.d "d.LP4 C~T ALO~,!~_!~IS .L~~f:.., ,.:__~_. RETAIN LOWER PORTION FOR YOUR RECORDS ,-... .---....---..---------..----..-..--..---..----....---..-.. .. ~: -'. ., .,"~.v ,'":. ".,...__. - .......... A" ..... ~ii~~..~..D-..---..-----..----- ~,..... ....'\ ...:....."'.."'<- ~..._.....,'o..,."!l;""V_~:.trit.,~~...~W. , /'. ,", . 'I .' ; 'I" '-.J /', ~.. r. >> " W ' '0, . ~ ;..~ \ . .j. '..,)~t:.f :_,.\.. ... ~. ! , , . , ..."t i ._' "1 .' , ...~ , . J . +'\ , r ,. '._",.__" .._T_~_ , ?T __A_ If~<"' t. -- . f' . '0 -'.- .'..- ...... -_. .-..... - , -'.. ,----- - .,.--. --~... - ~"""-, .. -~ - ..-- .... \ , , '., I ,) , .:;..~ " ;'.' . ~~-. ,j 'i--"-"-J i. . ~;l F;,:., Record.,dUflIl:o of Rcgl~jt(Ji {if Wills '9.5 JAN 26 All :21 Clerl<,O:":. "'s Court Cumborli.lntJ Co" PA \ . " ,-"~-'-->" .~~.........~- ;" ,..,-~.... I' ";' j. .- ,-' . '"" ~. " ',.. :"'-.. II :. . i . ----~ I,J ',j ""1 "I 7, ~. I &."n J1} f'lJ' '. ':-;- ~, ,~-.! "1' :~- ,. 5 \1 'il)t;~, r f' ,',,;/ :", ..... {., > t . .... . '" , . . 0. ';. ;., ~ . 1 .1 "j" ' , \ ~ I, Ii r. ..' 11- . t ':: ,0 '" i " :'" .;. . ;',1 .j , ,i t' -, ... \' . " . .' , -.-- , -- .,.,..-' _...JJ_ r.. ---f. '-";"",',- '."._ ,.~..__.r"___","..__ . ~..-...,>---..........~..- I - ',..-;'''''''--_.,-' -- ,'T-~ \-.~., , ! .' . j , , -4 I ., ! , J ... ...;--. ....._.,..,._._ o. .... \ ! I, '-. -- -- ------- - --- ---- - -- - --- - - -- ----- --.------ - ---~ ;1I\t.1I62UI4.'41 f':.i: ,'_. , "> ,'.' "", ,..'. ". , , . ,COMMONWEALTH OF PENNSYLVANIA DNo. AA022755 ' DEPARTMENT OP REVENUE OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED FROM: .. ";so; ".., . s ACN ASSESSMENT f!I CONTROL 1:1 NUMBER AMOUNT DAVIS HAMILTON C P.O. BOX 375 101 S9.64 SHIPPENSBURG PA 17237 RECEIVED BY '9.64 SSN 196-24-7644 (FIRST) (Mil CUMBERLAND DATE OF DEATH REMARKS HAMILTON C. DAVIS, ESQ. m TOTAL AMOUNT PAID SEAL CHECK" 7883 ..-------------- ---------- - --- - - - ----- -,--- ~-~.-- --~-" REGISTER OF WILLS J I " " ,... '. y ",---.- i .--' _1'~ ... - -~~ - .-----_.:".-~~... . -,.~ \, ..,......-,,---- --'.--.-- ,"-.. .... \ , ~.i~'J____-.:._ _ _____~__ 0-_ _ _ _ __ _ ___ _.__ __._ _ _ _ _ __ _ ___ RECEIVED fROM. I ACN ASSESSMENT CONTROL NUMBER m AMOUNT DAVIS HAMILTON C 10 BIG SPRING AVENUE .1. vI .,Jo,.,so.ee NEWVILLE PA 17241 'OlD HUI 'OlD HUI _ ESTATE INfORMATION, ~ I N MBER H e 1-1 994-0973 !II T ~ STUM JUNIOR PAUL II P M m P M 'I S13N 196-24-7644 I M . i I i I I I j I -I I I I I ---------------------------------- " .. -'.,. . . t" 'l '....-1-.... AT COUNTY CUMBERLAND A REMARKS HAMILTON C. DAVIS,ESQ. fa TOTAL AMOUNT PAID SEAL REGISTER OF WILLS '. ".0-_ , --:;:-- \ 10/10/94 ~'INAI. ~. III . ,~LJO ..r( JfOIDATUO fDIATHAnIl1213119ICHICKHIII INHERITANCE TAX RETURN ~o'y:::'-,U::~DIT IS CLAIMID 0 RESIDENT DECEDENT ..LI NUMUI ,;2 / - q L{ - 8' '7.3 (TO BE FILED IN DUPLICATE NO I\bHlNISTltATlON WITH REGISTER OF WILLS) COUNIY CODE YEAR NUMBER R,lJ, 1, Box 0 Newburl\, I'A 17240 . '. ~(V.ISOO fh 111.911 ~ ~~~ 02... ..... ... ~ ~!Z ..... .... oz vo ... Sturn, Junior I'nu1 0,,10\ fCURI Y UMI A 0 DiAfifj It. I. 186-24-7644 12/23/93 I 8/31/28 (X] 1. Original Rllurn 0 2, Suppl.monlal R.lurn o A. limited Eltat. 0 40. future Inter," Compromise (ro, dolo' of d.olh ahor 12.12,02) rn 6. H2.~.~rbf.~~I,M:ION 0 7. Dec.d.nl Maintained a living Trult IAllath co of Will) (Allach CD of Trull) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. III l MAll I AD II 1',0, Box 375 Shippensburg, PA 17257-0375 " 1\~,'Il"IY~ .~ ';'~';" COMMONWEALTH Of PENNSYlVANIA DErAilMENT Of R(VENUE Dfn 280601 HARIIIUURO,'A 11121.0601 . I . A ~ fil bl .. Covtll Cumberland Remainder R,turn (ra, dalll of d.alh prior 10 12.13,021 Fed.ral Eltol. Tax R'furn Required Tolal Numb.r of Sof. D.polit BOUI ( 01 106,444,85 03, 05, .!Lo. Hamilton C, Davis, Esq, H N N M 532-5713 1111 1121 1131 (lAI 10,013,00 96,431.85 None 96,431.85 10,942,15 None None z o 3 i:! ii: i5 ... .. 1. Real E,lol.ISch.dul. AI I 11 2. Slocks and Bands (Sch.dul. B) I 2) 3, Closoly H.ld Slack/Partnonhip InlerolllSchodul. q (3) A, MartsaOIl and Nalos Ro"Jvabl. ISch.dul. 0) I A) 5, Ca,h. Bank O.posJ.. & MI".lIanoaus Penanal Prap.rtyl 5) 106 , 444,85 ISchodul. EI 6, Jolnlly Owned Proporty (Sch.dul. f) 7, Transfen (Schodul. G)ISchodule II 8. Talal Groll Alii.. (Ialalllnll 1.7) 9. Funeral Expenses, Administrative Casll, MllcellaneouI ( 9) Exp.n..' (Schedulo H) 10, D.bls, Mortsao. lIobllillll, lions (Schodulo II (10) II. Talol D.duelian, 110101 IIno, 9 & 10) 12, Nel Valu. of Eslalo(lIno 0 minus IIno 11) 13. Charilable and Governmental aequesll (Schedule J) 14. Nel Value Sub'eet 10 Tax (line 12 minuI line 131 15. Amounl of line 14 lax able 'al 6% role (Include values from Schedule K or Schedule M.) 16. Amount of line 141 taxable 01 15% rate (Includ. volu., 'rom Sch.dulo K or Sch.dulo M.) 17. Prlnclpoltoo duolAdd 10. 'rom line 15 and from IIn. 16.) 18. Credits Spousal Poverty Credit Prior Poymenls Diuounl Inle,." + --- +--- --- 19. If fine 1811 greal.r Ihan fine 17, enlor Ihe differonce on line 19. Thi,lIlhe OVERPAYMENT, aD 20. If line 171, greoler Ihon line 18, enler the difference on line 20. Thill, the TAX DUE. A. Enter the inler",' on the balance due on line 20A. 0, Enlor Ihe 10101 or IIno 20 and 20A on line 20B. Thh h ,ho BALANCE DUE. Mak. Check Payable t~: Register of Wills, !'gen' None (17) 10,942,15 None None -0,00- 16) I 7) None (10) (19) 1201 10,942,15 120A) 44,07 (200) -19.s986,22 10,013,00 -0,00- (151 182,369,19 )( ,06 1:1 10,942,15 ,. . .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH...... Under penalti., of p.rjury, I dedar. that I ha.... uamin.d Ihis rei urn, Induding accompanying schedules and ,Iatemenll, and to the best of my knowledge and beli.f, it II true, correct and complel.. I dedare thai aU r.al e.tale ha. been reported atlrue morhl ...alue. Dedaration of preparer olher than the penonal r.pr...ntati.... i. haled on alllnformalion of which pr.parer has any knowledge. !.IONAlURE Of PERSON RUPO SllllE fOR fiiTiiGiIlURN ADORUS DAlE 10}/1/N DAn (l6) None )( .15 1:1 z o !i ... :> ... ~ o u )( ~ Chock hare If you aro requesting a ,efund of your overpayment. R,D,I, Box 100, Newbuq\, PA 17240 AD RE!.S -.. 1',0, 80x 375, Shippensburg, PA 17257-0375 .&JL 7 Ff 1../ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~)IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a, retain the use or income of the property transferred, ....,..................,..........,.... b, retain the right to designate who shall use the property transferred or its income, t . , 't t r c. re oln a reversionary In eres 0 .................................................................... d. receive the promise for life of either payments, benefits or care? ......................, X 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....,.....................................,...... X 3, Did decedent own an 'in trust for' bank account at his or her death?..............,......, X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~- C-1 ~ i : i-' ',t =.; Uu , !i , , " , I ( I I i I , , ! j! I' , , I , I I; I , I I I I " I f. ~ ~ ~ . '-: -- " , , , , \ ... " HAMILTON C. DAVIS "nGlIln .u uw H".YILLI , BMI"UIIUU 'IMIA, LAST WlI.L AND TI,STAl-mNT I, JUNIOR PAUL STUM, of Upper Mifflin Townahip, Cumberland County, Pennsyl vania, declare this to be my Last Will and Testament and revoke any will or codicil previously made by me, ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the adminiatration of my estate, ITEM II: 1 bequeath those articles of my household furniture and furnish- ings and those articles of my personal effects and personal property as set forth in a separate memorandum, which 1 shall place with my will or deposit with my attorney, to the persons therein designated, ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate to my wife, MARY C, STUM, providing she shall survive me by thirty days, ITEM IV: Should my wife, ~~RY C, STUM, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of the residue of my estate of every nature and wherever situate Il-S follows: A, That certain lot of real estate, together with any improvemunts thereon eruclud, known and designated as Lot No. 2 1m Subdivision Plan recorded in Cumberlaad County Plan Book 42, Page 144, 1 give and devise to my son, ~~RK STUM, B, If same has not already been accomplished prior to my death, I direct my executor to obtain subdivision approval for a lot of land to be created from my presently owned premises situated in Upper Mifflin Township, Cumberland County. Pennsylvania, by extend- ing the rear lot line of Lot No, 2 referred to above in a north- westerly direction to the point where it intersects the boundary line of land now or formerly of Daniel G, Esh. Said lot to have a depth of approximately 150 feet from the centerline of Township Route T-377 and to extend in a northwesterly direction from Lot No, 2 aforementioned to the said boundary line of land now or Daniel G. I(Hh, I give and deviHe thiH lot to my Hon, l1AVlD SHIM, together with any improvementH which might be erected thereon at the time of my death, , ' C, I deviHe and bequeath all of the reddue of my estate of every nature and wherever Hituate to my iHHue, per Htirpes, living on the thirty-first day following my death, I hereby direct my executors to collect all debts owing to my estate at th time of my death, including those owed to me by any of my children or other relatives, and said debtH shall not be forgiven but same shall be either col- lected from such perHon or dedocted from such perHon'H distributive Hhare of my estate, ITEM V; I appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, guardian of any property which passes outright either under this will or otherwiHe to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to diHtribute a share where possible to the minor or to .' \1 ~ ~ " another for the minor'H benefit, Such guardian shall have the power to use ~ K ' ,_ principal as well as income from time to time for the minor s support and ':-. ~ education (including college education, both graduate and undergraduate) with- out regard to his or her parent's ability to provide for such support and ". education, or to mske payment for these purposeH, without further responsi- bility to the minor or to the minor's parent or to any person taking care of , ~ the minor, ITEM VI: I direct that all taxeH that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of HAMILTON C. DAVIS AnlllMlT AT LAW "I_VILLI' BM"rlIlIlUU PIIU'''' my estate, ITE~I VII: I appoint my wHe, MARY C, STUM, executrix of this my last will f. - 2 - . Should she fuil to qualify or cease to act as executrix, 1 appoint my children, . SUSAN JEAN NOBLE, DAVID PAUL STUM and MARK ALAN STUM, ,executors of this my last will. ITEM VIII: I Hrect that my executrix or guardisn or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction, IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Lsst Will and Testament, written on four (4) sheets of paper, dated this .;;t rJl day of MrtMJ.... , 1983, /' l~4~' ~iJi~ , / Junior Pau Stum - (SEAL The preceding instrument, consisting of this and three (3) other typewrit en pages, each identified by the signature of the testator. was on the day and date thereof signed, published and declared by the testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed our names as 4!~ Ibrb- >>1. ~--4A- residing at (JA,.//''/J '=. residing at HAMILTON C, DAVIS AnDIIUY ", LAw "1.-vILLI , IH,,'UIIUU PUMA. - 3 - COHMONWEALTII O~' !'ENNSYI,VANIA ss. COUNTY 01' CUM81mLAND I, JUNIOII I'AUL STUH, the testator whose name is signed to the attached instrument, huving becn duly qualified according to law, do hereby acknowledge that 1 signed and executed tha instrument as my Last Will; that 1 signed it willingly; and that 1 signed it as my free and voluntary act for the purposes therein expreased'k ' ", / ~ . -<://,''/t,."".'7 (SEAL) Junior I'aul-Btum Sworn or afrirmed to und acknowledged before me t by JUn ....r..dll. , SiUM the testator, this "" u. day of Mnr, '" , 1982, ~;-L " ~;/..'- 'U. 'NQCI<<Y; l'ub1:i'Cfi'\::C( 1.'1" ~.( .,; ~ ." I "., ~. . '.' ':~ ,',').' . \..." . .,J~ '. . t. ... '... . . f.:'; :~:~'~',I~:.:~i'~ l:~n.~r:, .1. ".-. .,1, 1::'(,1 co~i:.*'bF:'piiNN:!;YivXilIfA ss, COUNTY 01' CUHBERLAND We, (~:J bfj);V/j- and /b'/.J". /11 S:CA'~E , the witnessea whose names are signed to the attached instrument, being duly qualified accord- ing to law, do depose and aay that we were preaent and saw the testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as witnesses; and that to the best of our knowledge the testator was at that time eighteen (18) or more years of age and of sound min and under no traint or undue influence, HAMILTON C, DAVIS AnDuCT AT LAw HlwVILLI. , SIl."CIIUUID PINIIA. Sworn or affirmed to and su~cribed efore me bY..;/w"",,;Lr. " O,~.:s nd t/e:Ld" IV! '~;"A'SC ,witn}'sses, this =-!l.~ day of '}"/II'/./ ~ _ . 198.9, f&tld A-b- "N tary Public 1/,:".[1;1:.: r: ..p. r!utr., ':M't.::Y ,..,C~UC 1..11. ,".J I..,', (""'~'r""" C.U"J\' 1''' ~..\.. If" . ........ "",~ '" a ;;, t.o.....~,...:..C:t t,,: !.:!S !,., ,. 1} lJr7 L.,.....&. rloOn.,..,"." a ..... ...... , ..... t...' ., h,I,,, 1I,i;H,,:l,:. ..; ?:~!:'lct - 4 - ;.\" .............~ .'I.,....t "..II SCHEDULE "E" CASH AND MISCELLANEOUS PERSONALPROPERTV COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT FILE NUMBER NO ADMINISTRATION ESTATE OF Stum, Junior Paul All ro " olntl oOwntld wllh Ih. fill hi 0' lu,vlvonhl ITEM NUMBER mUlt be diM to'" on Ichldul. uP". VALUE AT DATE OF DEATH DESCRIPTION Aristocrat trailer, sold to unrelated third party in arm's length transaction 1982 Ford Truck, sold to unrelated third party in arm's length tranaaction 1989 Ford Truck. sold to unrelated third party in arm'a length transaction Individual Retirement Accounts. as shown on the attached additional sheet. all of which were payable to decedent's wife Mary A, Stum, and all of which are subject to Pennsylvania Inheritance Tax because of decedent's age Homcs/American trailer, sold to unrelated third party Qualified Plan Retirement Annuity from decedent's previous employment. elected upon retirement as a Joint Annuity, with continuing annuity payments to surviving spouse; see Schedule "K" and attachments. Value of annuity payments to spouse included in total on Line 15 as per instructions on Schedule "K". 200,00 1. 2, 1.600,00 12,000,00 3, 4, 92.344,85 300,00 5, 6, -0- J ; i " ' $ 106,444,85 TOTAL IAlso enter on line 6, Recapitulatlonl " ' -1 I I ' j (If more Ip.c:e I, "..sed 1nMf1 eddhlonal ......11 of ..me ab.. !P ,j ,"t-.. J(?, PA-v\l- :5TV\>'V\ ID~c 1z./lJICf3 ) .5:5 ~_HJIH.-=.M.....-_76_'N .--. .,...., "... t.. ..... ,.....' ,.... :r 12.. t!!._ ,J!:.[[!? C-</Y rJ , VAl.. v-. & , ,....,___..B.AI-J.JL~_..._____., Anii. -.,_.~llLliL__. DUI) 11"'"1..'" ~ , _J~ ).n~_"'L"I~_. ~fl:U'. .- ._-~.__._-- -----...-- .. ---. --.,-----. ...- .-.- _._-_._-_.._-_.__.,....__._-._~.. '~"-'-'-'--"-- te. \ It.J ovVl, z!:j ''I, I ~J--- 1. 'I ~ z., zr ~ F~_ _.J:6!.ro.cd.s.1l4.ll.._._'l !) 0" _~r...n __. n. Orrs)"..v", 7S!J6 "1 40 i If:" 'j - '106117. 6, , ~Q \1. J ~;~- ...~ O~ - ---------..----...---.----- rn .c.t ; J .. 1ft.. J08 'iv' 27Sr /"'J,S"72.,S8 I'fSSi..,~ I R> \IiT-;;~-~ --- ..J- ..J2.CL__ 1\ 3o~~ or.ss.s~ , "'Ju.,r 2 '/0'1. .<1 /'n._...___L______ ,. 30B ~o 7.3701 2 , as" ,7 /. 2,.n,&'~___ 1\ ~__4_______._______ G:b6 'f,'"""";,,., 000 gSflll'i 1.11 (k-('^ ) '2.'1 0" 1,1' . 2 o.t "., G. , 1/7 , II ~- $I ~,3 &.+o.J _'8r ---...--________4__ _._.~_._-~-.....-.-.~-- -.- .....--- ..~ ----_. -"._~-'-'-""-"- --.-...-..-_. ._....._ __.__ __. .._ _h___ _ __,_ ll'ttIJOf'1+ 1"."1 . COMMONWIAUH 0' 'INNIYLVANIA INHUITANCf TAX .nUIN AlIIOINT OlelorNT SCHEDULE F JOINTLY-OWNED PROPERTY ISTATI Of Sturn. Junior Paul Jolnllonont(.). fiLl NUMBIR NO AOMINIST ON NAME A, Mary A, Sturn ADDRESS R,O.l, Box 100 Newburg, PA 17240 RELATIONSHIP TO DECEDENT wife B. C, JolnllYoOwnod proporty. ITEM NUMBE LmER FOR JOINT TENANT A exempt DATE MADE JOINT TOTAL VALUE Of ASSET DECD'S DOLLAR VALUE OF % INT, DECEDENT'S INTEREST xempt 0,00 DESCRIPTION OF PROPERTY Various items of household goods and furnishings and other tangible personal property, various bank accounts, and certain real estate situated in Upper Mifflin Township, Cumberland County, PA, all of which were owned by decedent and his wife. Mary A, Sturn, as tenant by the entirety and are thus exempt from Pennsylvania Inheritance Tax, over 1 year " TOTAL (Abo ontor on IIno 6. Rocopltulotlon) (II mar. .pac. i. n..d.d in.." additional ,hut, of ,am. ,ize) 50.00 "I:t'l'h~" ~.tr.'u.. COMMOUWIAUH Of I'(NN~Y\V"'NIA INHtlllfANClll.lllf.lURN RfSID~IDIN' ISTATE or Sturn, Junior Pnul ITEM NUMBER A, Fun.lal Exp.n.... " IIYltllUtl1"l 1. 2, SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.al. Prlnl or Ty . FEN BER NO ADMINISTRATION AMOUNT ~ESCRIPTlON Egger Funeral Home Cumberland Valley Memorial Gardens 3.963,00 500,00 4.463,00 B, AcImlnl.tratlu. Co.t.. waived 1. 2, 3, 4, C, 1, 2, 3. 4, 5. 6. 7, 8. Pellonal Repre.entatlve Camml..lon. Social S.curlty Number 01 Pellonal Repre.entative: Veal Commission. paid Attorney Fee. - Hamilton C, Davis 3.000,00 Family Exempllan Claimant Mary A, St!!!!L-__ Relallon.hlp Addre.. 01 Claimant 01 decedenl'. dealh 51reet Addre.. R,D,I. Box 100 wife 2.000,00 Zip Code 17240 City Newburll Slale PA none Plobate Fee. MI.cellaneau. Exp.n.... Miscellaneous filings costs (E) 50,00 Reserve for contingencies (E) 500,00 550,00 TOTAL (Alia enler on line 9, Recapltulallon) (II mar. .pace I. n.eded, In..1t oddlllonal .h..t. 01 .am. .1...) 5 10.013,00 ,~. ,,,~>..,,. ".cc,- .,o"",,,,~"_'!iU""--Jr-.~"." ' _.~"_"-.":4-::-c~~,"''''''in;;- \ '; ~~.'~' ....~ '. "\OlUll', 1'''1 ~'l:~"~ It..,~;;.!' (.OMMOIlWIAI1HOf ""'''''"'IANI''' INHU,IANCIIA'IIIUIN InlDllllDICllllNI I SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTIES AND LIENS P1oa.o PII"' 01 Ty . FILE NUMBER NO ADMINISTRATION ESTATE OF Sturn Junior Paul ITEM NUMBER DESCRIPTION AMOUNT I. None " TOTAL (Aha en", on Iin. 10, Recapllulatlan) {II more spoc. i. n..d.d, ins.rt additional she.,s 01 .om. size.' $ -0- hvuui'.11'11 ~:J~'''~(\ ....~,p; CO_ON""'UlfH Of ,'munVANI" INNII.fANCI 'Aa InUIN IUfOIN' DICIOINt L SCHEDULE J BENEFICIARIES ESTATE Of flU NUMBER ITEM NUMBER NAME AND ADDRESS Of BENEfiCIARY RELATIONSHIP NO ADMINISTRATION AMOUNT OR SHARE Of ESTATE Sturn, Junior Paul A. Taaable Beques's: 1. Mary A, Sturn R,O, 1, Box 100 Newburg, PA 17240 wife all ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Goyernmental Beques": 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also onto, on lino 13, P.ocopllulolion) (If more .pac. I. n..ded, In.ert addltlonal.h..t. of ,ame .llel S None t_ UTAn o. [PILI NUMBIR 5 l-... ...... I "3 """'" ;_~__.f!h..,- J _._ L IoN ..!J~"i.w'..!.Mn. .J.;~~.._____ ThI11Ch,dul. h to b. usud for allllnglu lif., joinl or lucces.ivo lif. Ollot.s. and term nrluin culculatlons.. Fur dolu. of duolh ufhtr 12-31.61 and b.lor. 5.1,89, aeluarlol fa <Ian for .ingle IiI. colculalion. 'an b. laund In Rov.nu. Booklet (REV.1501 B), fur dolo. 01 d.ath an or ah.r 5,1,89 aduarial ladoll can bo lound In IRS Publicallan t 1457 Aduarial Valo.., Alpha Valum.. Thu Inatrumenr <:Iaall119 Ih.. Iif. inloroll is a: (Plea.. attach a copy of In..rum.nt) r1 Will ! 1"lo",iH,\Onllrf n' frll\' IX! ()11'I'r.J~""'~\..\: f~t J PI~, E'co~; r""c.,"", ~..."..A .~_....:~ "'\ .....".....1'....' " Q~.Q 'H' , . COMMCNwfAlTIl or 'rNUSn'/ANI" IHHl"'AoNCI tAl .uuaN l!SIDtH'D(C(DlHI SCHEDULE K LIFE ESTATE/ANNUITY/ TERM CERTAIN LIFE ESTATE INTEREST CALCULATION ' . Nam.I'1 01 UI. ronanll_) P,.,.nt Ago Nea'.'1 BJrthda r.rm af Yean L1f. E.lo'. I, Poyabl. DOli 01 Birth o l,l. or C Torm of V.o" o Lifo or [J Term 01 Voo" o Lil. or 0 Torm of V.OII o La. or 0 T.rm of Veo" 1. Valo. of Fund (,om which lilo fllalol.) i. payable: ..,..,..,..............,......,..,....,.................. S 2. ~~~:::a;:~~~:,~o~ dP~~~al.~a~~ ..'ti..iO%...[rv~;i~'bi~'ii~';~..'.."..........,..,..,.. % 3. Valuo olli(o fllal. (Lln. 1 ^ L1n.2)......,..........,....,..................,............... S , "ANNUITY INTEREST CALCULATION ' . Nam.(.) of Annullonl(.) P,.un' AU8 IN.or..1 Blrthdav) Torm of v..... AMoltv I. Poy.bl. Da,. 01 Birth WIll rtr ", S ~ """- ~US~ o LI. or 0 Torm of VOOII ~LJr8 or 0 'orm of Y(K.II' '0'1., I J ~ o Ufu or 0 T.rm of Yuon n lilu Dr 0 Tunn of Yuan 1. Valo. of f.nd Irom which annuily i. ~yablo ,..,l~..~::...{.l,~4;/.':f:P.I,":':":'Jd.:.~~~0:Js 2, F..qoency of P'!.tout ' 0 Wo.kly __ BI.w..kly l),1" Month I! o Quarterly U Somi,Annuolly 0 Annually D'Uikor ' - 3. Amount o( payout p.r p.rlod........,.....,......,..............................................,..,...........,.., ,/l1'.:>.N'7#.lV I{t I _._~.85....SJ2._ '!-422b- M /0. /~/5 I. 021?/ ~ 8{-f.2.7~?:. ._. (hi I:"e ~ IS)A' 4, Annual poym.nt,.................................,..."....,..,......,............................,....'..,....,....,.., 5. Annuity Foctor (uu, In.trur.1jo~,) Into...t Tabl. ral. . 0 3\'.,0/. C 6% C 10% 0' Variablo Rat. 6.2 _..... % 6, Ad' .n' FOdor l.e.ln.lrudlon.),..........,..,......,..,.....,.., ...... . . . '.. ........ , ......'.. 7. Value of AnnUli If uling 31h%, 6%, 10% or if ...uriultll! L!!!.!! und FJt"iod fJU)lout h ul bod o , co cu otlon IIi L1n. 4 ){, Line 5 x Lino 6..................................... .,..........::::. If using vorl obi. ral. and porlad payau. II 01 boginning of p'liod, colcol.lion is: (Line 4 " Line 5 " Line 6) ... Line 3, NOTE. T,h. voluu. of ,ho. fun~. which ~roato Iho ubovo fulur. Inl.r.." mu.t bo roporlod a. pall 0' ,h. Fllato Auo", line 1 throu h L,n. 7. Tho Rosult,ng llf./Annul!>' Inl.rOlt(.j .hould b. report.~ arlhe approprialo lax ral. an lin.. 13. 15 and 16 a. roqull'~, S ".. ~~.....< c...,.,of.. -... ~~ C...L.t...J....J.-.; "'" , - _ T.-IT':'. P ('''t:>> , , ,I ~'-..... ".. "'"]" <T. Ii!JUU2 129.'O~ 13:H U17172UUU15 CalIleleeomp.n...~_ . - UO_ClrmI_&a:lG, S__Y"""~'all Ci11) 47401600. FAXg,'G) ~''''2001 emnm TO: Karen Longenecker FROM: Dawn LaPointe .. ,----- DATE: February 14. 1994 SUBJECT: DECEASED PAYEE :: ap;rccm~ ~~ nO~~rion ~:ut '~e' ~eaw . of ~t condolences to his family, , I '" ... - . . .. ..-' --- - Slum, Please extend our sincere ._,:.t. , ..0' , - ... .. . ',0.. . ,,' At retirement Mr, Stum elected a Joint Annuity. This election provided a monthly benefit of $685,50 during his lifetime. Upon his death, 100% 'of this bcnefit continues to the Joint , I AnnuUant, I Sincc the last payment due we deceased was dated December I, 1993, Mrs, Mary Srum, as thc Joint AnnuitlDt, will receive a monthly benefit of $685,50 for we remainder of her lifctime, The [tIst paymenlS in the amowlt of $1,371.00, coverillg the period of January 1, 1994 through February I, 1994 is enclosed. i Please have Mrs, Stum complerc the enclosed taX withholding form 3lld rerum it 10 Aetna in the postage-free envelope provided. I , If you have any questions, please do not hesitate to contact me, I -....- . . ....-......- Idl ~~ Enclosures JUMIOR PAUL STUM 00012/23/93 SINGLE LIFE ANNUITY Transfer Date ......................,........................... 12/1993 61 Age of Reference Life .......................................... Aggregate Annual Annuity Payments .............................. $8,226.00 payments at End of Period Table Rate ..................................................... 6,2% Annuity Fact.or ................................................. 10.1615 Period Factor Subtotal First payment ------------- -------- ------------- Annual: 1.0000 $83,588.50 $8,226.00 Semiannual: 1. 0153 $84,867.40 $4,113.00 Quarterly: 1.0230 $85,511.03 $2,056.50 Monthly: 1.0281 $85,937.34 $685.50 Weekly: 1.0301 $86,104.51 $158.19 Value $83,588.50 $84,867.40 $85,511.03 $85,937,34 $86,104.51 '. ~~ THE FARMERS NATIONAL BANK OF NEWVILLE Newville, Pennsylvania 17241 r.',."" , .' Wayne Wood, President Carolyn H. Kough, Euc. Vice President Jnm~ B, Showvakcr, Cashler Douglas R, Lindsay, Assl, Cashier February 3, 1994 Mr, lIamilton C, Davis p, 0, Box 375 Shippensburr., PA 17257 RE: Junior Paul Stum IRA Dear Mr, Davis: The balance in the IRA 09000215 as oC necembcr 23, 1993 was $2,457,23 with $5,52 accrued interest, Mary Stum was the beneficiary, per the enclosed, We have enclosed the necessary Corms to close the above account and transfer it to an account in tlary's name, We wi 11 also need a copy of the death certificate, Please call if there is anything else you need, Sincerely yours, .P'..dJf~~'~ /C~~';-i~ il~ Kough , L ORRSTO~ BANK TO: II^"IIJ,TON DAVIS 75 P. KING STREP.T SIIIPPENSnURG PA 17257 FRON: OHHSTOlm IIANK 1',0, flOX 250 SIIIPP~:SNUURG PA 17257-0250 RE: ESTATE OF JUNIOR P STUN DECEASED ----_....-.-.--~. .....--.- DATE 01' DEATH: _1lill!!itl!l!;JL.il. 1993 IT IS IIlmlmy CERTIFIED TIIAT TilE AflOV~: NAMED DECEDP.NT IIAn, ON TilE AII0VE DATE, TIlE FOLLOlHNC; ACCOUNTS IHTII Tim ORRSTOl-'N BANK: (I) CHECKING ACCOUNTS ACCOUNT NO, TITLE OF ACCOUNT DATE OF DEATH DATE OPENED PRINCIPLE & ACCRUED INTEREST (2) SAVINGS ACCOUNTS I I i , ) :1 Ac;,c;,Q!!.fi.~ TITLE 01' ACCOUNT 95869 JUNIOR P STUM IRA ACCOUNT DATE OF DEATH PRINCIPLE & ACCRUED INTEREST $40,333,90 $353,76 DATE OPENlm 06/17/92 VALUE OF ACCOUNT AT DEATH ${.O,687,66 (3) CERTIFICATES OF DEPOSIT Nm!!lER DATE OF DEATH ACCRUED INTEREST ( TITLE OF ACCOUNT ISSUE DAm FACE VALUE i i i, ~ j DATE: JAN,31,1994 ORRSTOWN BANK BY:_JilhNNE R REEDER [ j I /. - I, r t P,O, BOX 250 SHIPPENSBURG, PA 17257 . TEL. (717) 532,6114 , Melldlln Bank PO 00' 1102 Readlno. PA 19603 Fffi 111994 . Meridian February 4, 1994 TO. ADDRESS: Hamilton C, Davin Law Office 75 Eant King Street P.O, Oox 375 Shippensburg, PA 17257 RE. Entate of. Junior P. Stum Date of Death. December 23, 1993 Accounts and Balances on Record as of Date of Death: ACCOUNT II ACCOUNT TITLE DATE OPENED DATE CLOSED PRINCIPAL ACCR. ll!L.... CD 3084062755 Junior p, Stum IRA 12/15/86 Primary Beneficiary: Mary Stum Contingent Beneficiary. Dave and Mark Stum and Susan Noble 19,546,54 12,24 CD 3084068554 Junior p, Stum 01/29/88 Primary Beneficiary. Mary Stum Contingent Beneficiary: Dave and Mark Stum and Susan Noble 2,822,35 82,56 CD 3084073703 Junior p, Stum 02/10/09 Primary Beneficiary. Mary Stum Contingent Beneficiary: Dave and Mark Stum and Susan Noble 2,610,34 73.54 MERIDIAN BANK 7viluruL ~ Diane Jett (215) 655-3352 DJ/msb/055 CK . Checking SV . Savings CD . Certificate of Deposit XC . Holiday Club VC a Vacation Club CL . Commercial Loan IL a Installment Loan DB . Discount Brokerage PL a Plus Loan PH . Student Loan SD a Safe Deposit TR a Trust WL a will LT . Living Trust MO a Open Line of Credit MG a Mortgage LA . Auto Leasing ~ '.'; ....-: if' h ~i ,:r- 'il" ..,. $"-; it :f ?t'~ ~ j1~ II r, ~~. ff i.; 't f ~:-..\g , &; - G1BB FINANCIALSERVICES,INC, FEB - 4 1994 16 Wosl Pomfrol SUool, Cmllslo, PA 17013 (717) 249-3737 FAX (717) 249.8010 I'l'fJrunr)' I, J!I!',' Mr. "nlllUlou C, Dnl'ls 10 Rig Sprluo Aveuue 1',0, no,\: (; Nelwi((,', I'A li~o/1 R r. : r RA :\ e ,', 0 u U l ( 0 r .I u II lor 1', S l U III, rf ere n s "rf Dc n r Mr, On \' Is, rn rrspousr In "nllr (('ttl'f el( .lonunrv .1'. cOllrt'rUi'1I'1 ,fae tl(JOVI~ ref.,renrr I nlll providlno If", fo((o\l'luO Inforlllnlloll: I. '1'(", fon(nue,' In Ihe ''''':OUUl ns O( 1~/:?1/!1.1 lI'ns S~",O"6,lli. ('1'(", Governltwnt 1'0rlfo(lo S',~,II'l'1.5i nlla Ih,' Totn( Ilelurn Por'(o(lo S5.:?0:?..W), :?, A rop)' of the iullln( npJI(fcntloll 5('0",111\1 ~hlry A. StUIl1 05 6r'lcficiory. III orcfl'r (or Mrs. Sturn to ,rous(er oU'ftl~rs(ti'J iuto Ii"f IInml~. sftt~ s h 0 u (rf r "lilt' t ,1 0 U r 0 f ( lee I nor a "r I 0 5 I 0 II 0 (" /I "" ,1 f I II S t r 1/ ell 0 II, 0 II'-!l for III n n If I 0 JI r 0 v i d,' n a,' n t (, ,'r,' I if I " n l C , lIpolI rerri,,, o( tfocu,nclltolloll, "elllpr( \l'U( c,~.'cu'" Ironsf"r of C''''JI,'r~i(I;'', etl";.'S u( ,fr,' ,fOt'I"III!lltfl.ioll ",iff flC,;., (1(' ff"raitt.'d iu our ol(,,'" ns pnrl of Mr, SIUItI'S fUe, Mr:l. $111'" trllI\' conIne. ifil" nt 'Icr r.OU\'(!,rirucf' '0 :'ll" UT' nil n ppo i nt m,,"' , Silt C (' r c (\' , ./hi aJ~-t-,,,,- Ron E\'n us RE/ob ? - /1/ )/U- t) V-lSIt7 EX AFP (08-94. CO""ONWEAlrH Of PENNSYLVAHIA OEPhATHt"lr Of' REv[HUf IU,tt:AU OF INDIVIDUal fAMES OEPf. za06Dl HARRISIUAa, PA 1712..0601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWAHCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX FILE NO. 12-23-93 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. NAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAVMENT TO: HAMILTON C DAVIS ESQ PO BOX 375 SHIPPENSBURG PA 17257 TAX RETURN WAS. I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. R..I Eat.t. (Schedule Al 2. stock. and Bond. (Schedule OJ 3. Clos.ly Hald stock/Partnership Int.r..t (Schedule C) 4. "arigaD../Not.. Receivable (Schedule OJ 5. C..h/Bank Deposita/Hilc. Parlonal Property (Schedul. EJ 6. Jointly Owned Property (Schedul. fJ 7. Transfara (Schedul. OJ a. Tot.l A...t. TAX CREDITS: PAYNENT DATE 10-18-94 RECEIPT NUNBER MM913081 DISCGUNT 1+ I INTEREST I-I 52,52- INTEREST IS CHARGED FROM 10-19-94 TO 02-01-95 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ACN 101 DATE 01-24-95 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 3 _:' I XI CHANGED: SEE OC Pr.,. 192,382.19 ln,n13 nn 182.369.19 ,00 182.369,19 ,00 10,942,15 .00 10.942,15 10,933.70 8,45 ,19 8,64 L- I IF TOTAL DUE IS LESS THAH fl, NO PAYNE NT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUHD, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I 111 121 151 141 (51 161 (71 ,00 ,00 .00 ,00 106.444.85 ,00 85,937,34 181 unt Ae"Ht.d :II", '" ~~-~:~~~-;~E~-'!1~p-I;~~~-:94r,royiCE!l-~~~{*ii~~-1~~~~~~-1~~A~~~A-}~~~E2~~-l1.~~~-~~A~-of -----~~:~------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF ~TAX ~ ..~. :". ESTATE OF STUM JUNIOR P FILE NO. 21 94-0873 ACN 101 DATE. 01-24-95 u ._, AHACHEQj,'NOTICE .':.., I CI --.J APPROVED DEDUCTIONS AND EXEMPTIONS: 10,013.00 9. Funeral Expans../Ad.. COlta/Hi.c. Expans.. (Schedule HJ (9) 10. Debts/Hartgag. Liabiliti../lians (Schedule IJ (10) .00 11. Tot.1 Deductions ell) 12. Nat Valu. of Tax R.turn (12) 13. Charitable/Guvern.antal Sequ.lt, (Schedul. ~) (13) lit. Nat Value of eat.t. SUbject to rax C14) NOTE: If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAXI 15. A.aunt of Lina 14 at Spou..l rat. (15) 16. AMount of Llna 14 taxabl. at Lina.I/CI... A rat. (16) 17. A.aunt of Lina 14 taxabl. at Collat.raI/CI... Brat. (17) la. Principal Tax Dua ,00 182,369.19 ,00 x .00_ X ,06_ X ,15. 1181 ANOUNT PAID 10,986,22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE RESERYATIDNa Est.t.1 of dlc.dants dying an ar b,'al. D.clab.r 12, 1912 -- If any 'utur. Intlr..t In the ..tat. I. tran,'lrr.d In Po.....lon or .nJoY.lnt to C1I" I Icoll.t.r.l) b.n,'lcl.rl.. of thl dlc.d.nt .ftlr the ..plretlon of any est.t. 'or 11'1 or 'or y.er., the Coaaonw'llth hlr.by ..pr...ly r..lrv.. the right to Ippr.I.. end ...... tran,'.r Inh.rltanc. T.... It the law'ul Cia.. I Icoll.t.rall rltl on any .uch 'uturl Intlrl.t. pURPOSE Of' NOTICE. To 'ulflll the r.qulr...nt. 0' S.ctlon ZI~O 0' the Inhlrltanc. and E.tet. Tlx Act, Act Z2 0' 1991. 72 P.S. SICtlon 21"0. PAYMENT a Dlt~h thl top portion of thl. Notlc. and .ubllt with your ply..nt to the R.gl.t.r 0' Will' prlnt.d on thl rlvlr.. .Idl. uH.Al. ch.ck or eonlY ordu p'Ylbll tal REGISTER OF HILLS, AGENT All Ply..nt. r.c.lv.d .hall 'Ir.t bl appll.d '0 any Intlra.t which .IY b. due with any r...lnd.r appll.d to 'h. t... REFUND CCRla A r.'und 0' a tax cr.dlt, which w.. not r.qu.st.d on the T.x R.turn, .ay b. rlqu.st.d by co.pl.tlng an ~Appllcetlon 'or R.fund 0' P.nnsylv.nla Inh.rl'anc. and E.ta'. T.x" IREY~lllS). Application. Ir. IVIII.bl. at 'hi O"lc. of 'h. R.gl.tlr 0' Willi, .ny 0' 'h. 21 Rlv,nu. DI.trlct O,flc.s, or by c.lllng the sp.clal Z4-hour answ.rinG s.rvlc. nu.b.r. 'or 'or.. ordlrlngl In Plnnsylvanla l-aOD-J62~2D50, out.ld. PannsYlv.nla and within 10c.1 H.rrlsburG .rla (717) 7a7~aD94, TOOl (717) 77Z~2252 (Hlarlng I,pllr.d OnlyJ. OBJECTIONS I Any party In Intarlst not satl.flld with thl appralsa..nt, .llow.nc. or dl.allowanc. of dlductlons, or .ss.....nt of tlX Clncludlng discount or Intlr.st) .s .hown on this Notlc. .ust objlct within sl.ty (60J d.y. of r.c.lpt of thlt Notice bya --wrltt.n prot.st to the PA D.part..nt of Ravlnu., Board of App..I., DEPT. 211021, H.rrlsbura. PA 11121-1021, OR -~.l'ctlon to have the .att.r dltlr.ln.d .t audit of thl .ccount of the Plr.onal rlprlslntatlvl, OR --applal to the Orphan.. Court. ADHIN ISTRAlIVE CORRECTIONS I F.ctu.1 .rror, dlscavlrld on this "SISlllnt should b. Iddr"sld In writing tal PA Dlp.rt..nt of R.v.nu., Burl.u 0' Indlvldu.l Tax.s, ATTNI Po.t AI..ss..nt Rlvlaw Unit, DEPT. 210601, Htrrl.burg, PA 17121-0601 Phont (717) 717-6505. Sa. ptg. 3 0' the bookl't "In.tructlan. for Inh'rltanc, Tax R.turn for. R..ldtnt D,cld,nt" tREY-1501) for an Ixplanatlon of adelnl.tr.tlv,ly corrlctabl. ,rror.. DISCOUNTI If eny tlM dUI I. paid within 'hra, (3) callndar aonth. aft.r thl dacadlnt', dt.th, a flvl ptrcant (5~) discount of 'h. tax Plld I. allowed. I~TERESTI Intl~elt II chlrgad blglnnlng with flr.t day of dallnqu.ncy, or nln. C91 aonth. end ana ell day frol the dati of d..th, to tha d.t. of pay..nt. T._.. which b.c... d.llnqu.n' b.far. January 1, 1'12 b..r Int.r..t at tha r.t. of .1. C6~) p.rc.nt plr _nnu. calcul,t.d at a d.lly rat. of .000164. All tl_a. which b.e... d.llnqu.nt on and aft.r Janu.ry 1, 1'12 will b.ar Inter.st at a rat. which wll! vary f"D. cal.ndt,. Y.lr to cal.ndar y.tr with th.t r.t. announc~ by the PA Depart..nt of R.v.nu.. Tha appllcabla Int.r.st rat.s for 1'.2 through 1995 ar., '!!!! lnt.ra.t Rat. Dally Intarllt Facto,. !!!!' Inta,.a.t R.t. D.lly Inh,.a.t Factor 19IZ zoiC .DDOSIII 1987 .~ .000Z47 1913 16iC .0001131 19I1~1991 11iC .000301 191.. ll~ .000301 199Z .~ .OOOZU 1915 U~ .000556 1993-19911 7~ .000192 1916 10lC .000Z74 1995 .~ .OOOZU --In'lrl.t It c.lculatad .. 'ollowlI INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~-Any Notlc. I..u.d .ft.r 'h. ta. bacOll. d.llnquent will r.fl.ct an Int.r..t calculation to flft..n (15) day. bayond the data 0' thl ..s....lnt. If pay..nt I. .ad. a,t.r the Int.relt COlputatlon d.t. Ihown on thl NoUCI, additional Int.rllt .ult b. calculated. ,,' '. L._.. i , -'",--~--- REV. t470EX(IHII~ COM~UHOF~N~V"N~ , DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,2806ll1 HARRlSBURG,PA 1712B.0601 DECEDENn NAME INHERITANCE TAX EXPLANATION OF CHANGES ]""."r Pau1 '::""M I "FllfCNNUMBER :~:4-o873 SCHEDULE ITEM NO, EXPLANAnON OF CHANGES G 1 Annuity added_to ,Schedule G. ,..~ -', -,,~".._._~_. - ----.--+ --. ,-. .._.... ______.__~~._____.__......_...~._._____.u_._. _.~r'_~'" ..~__.____.'_ r~~ ........_... ._u____._ ..__.~.._-'..,^" - -_.... ._...--_..,,~--..-_.~-~.-----_..------....-- -.---..--.- -- ----- +~-, -,_.~'.'.-"'------ -..-.-.- _..~----_._------..---.~-,,_._. ---'-<-......._.~,_....._-_._----...~-.. -------~ _.__.- ~'--~ ...-_..~._~._---'..._..'...._~~-----.._-, .,......._---~-..-........~.--'_.._,--~_..__....~. '.-~~---- _,_.___"__.____,__._.~~ ___..~__~_.__ ~___._.___._.____~ .~......__.__~~....~~.._..... ',,_,___'U.' ...~_ ._'_'_ .0'- .....~,~_ ._.,~. _.__ _ ~_'_____________ -..----~._---_.-._~...._._.-.- ._._~.,. .. ; .., ._._~_._.K.'.~'..._"""""__..__...........~.___...__.__+._____~__ , .._.~. .~_...____.,,__...,.._._.___.___'____w..____.__.~-._.,.. ___.. Arccssf.a Ilyrd PAGE TAX EXAMINER: ~, '-I? \ ' \ V REV-1607 EX AFP. (12-94* CQHHOHW(AlTH OF PENHSVlYAHIA DEPAATHfHT OF REVENUE IUREAU OF INDIVIDUAL TAMES DEPT. 280601 HARRISBURG, PA l11ZI-0601 u eC I ~ ....}LjO~ (I ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 02-13-95 ESTAT 0 STUM JUNIOR P FILE NO, 21 94-0873 DATE OF DEATH 12-23-93 COUNTY CUMBERLAND HOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TNE UPPER PORTION OF THIS FORH WITH YOUR TAX PAVHENT TO THE ADDRESS SHOWN, HAKE CHECK PAVABLE AND REHIT PAVHENT TO, " HAMILTON C DAVIS ESQ PO BOX 375 SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AItCIW'\t R...ttt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... iii'v:il.iij-iif-AFP-nZ:94ym---ii..--iilii'iiiiTANCE'-fA'x-STATiHE'rif-iiF'-i\i:ciii.iiif""ii.ii--u----------------- ESTATE OF STUM JUNIOR P FILE NO. 21 94-0873 ACN 101 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, ,SHOWN BELOW IS A SUHHARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVHENTS. THE CURRENT BALANCE. AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE 02-13-95 DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 01-17-95 PRINCIPAL TAX DUE, 10.942,15 PAYMENTS (TAX CREDITS), PAYMENT DATE 10-18-94 01-25-95 RECEIPT NUMBER MM913DBl AA022755 DISCOUNT (+) INTEREST (-) 52,52- ,17- :0:0 ft.iP, ::.1 t) . ;~ AMOUNT PAID 10,986,22 &tft em ;:l ,~ ~~ " , :: f) _:.,1' ;),- 9. ~, :1Jl":' )>;::. ;;:: , J TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 10.942,17 ,02CR .00 ,02CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRH FDR INSTRUCTIONS. PAM"Tt D.tllCh the top portion of thle Hottc. Ilnd ......n .,lth your P'rHnt ... p,vMlI. to tM n... Met Nelr... printed on the r.v.r.. .Id., If AUlDENT DECEDENT .ak. chIdl; or .on.v ard.r p.vlbl. tat REGISTER OF WILLS, AGENT_ If HOH.RESJDENT DECEDENT ..... chick or .on.y ardllr p.vlbl. tal CDKHONWEALTH OF PENNSYLVANIA, All p.v-ant. rac.lv.d ~Il b. .ppll.d flr.t to any Int.r..t which ..v b. du. ..Ith anv r...I~r ."llad to the taM. REfUND (0.), A r.fund of . t.x cr.dlt, which w.. not r.qua.ted on the Ta. A.turn, "V be r.qua.t.d by CD8PI.tlng en "Application far A.fund of Pann.vlvanl. Jnh.rltanc. ~ E.tat. T.x" (REV. ISIS). Application. .r. avall.ol. .t th. Offlc. of the Regl.t.r of Will.. any of the 2S A.venu. DI.trlot offlc.. or fro. th. Oap.rtaant-. 2"-hour an.warlng ..rvlc. nuabar. far far.. ord.rlngl In Pann.vlvanl. 1-IOO.S62-20S0. out. Ida Pann'Ylvanla Ilnd Nlthln loc.1 Harrisburg .t.. (717) 7'7-1094, TOOl (717) 772-Z252 (H..rlng lap.lred onlyl. REPLY Tal au..tlon. rlgardlng .rror. contalnsd on thl. notlc. .hould b. addr....d tal PA O.p.rt-.nt of A.v~. Jur.au of Jndlvldual T...., ATTNI Po.t A......ant R.vl.. unit, D.pt. 210601, Harrl'burg, PA 17128-0601, phon. (7171 787-6505. DJSCOUNTI If any taM due Is p.ld .,lthln thua (J) cllltNtllr ...,th. aft.r th. dec.dant". d..th. . ftv. p.rcant U%) discount of t.ha till plld 11 allowed. INTEREST I lnt.ra.t I. charg.d beginning ..Ith flr.t day of delinquency, or "Ins (91 aonth. ~ on. (I) d.y fr.. the datI of daath, to the d.ta 0' ply.ant. '.X.. which bee... dallnqu.nt b.for. Janu.rv I, 1'.2 b..r Int.r..t It the rata of .1. (6~) parcant par annul calcul.t.d at . dally rat. of .000164. All t.lla. which bacI.a dallnquant on Bnd aft.r Janu.ry 1. 19.2 will b.ar Int.r..t .t . r.t. which .,111 vary fral c.land.r y.ar to Cllandar y.ar .,Ith that rat. announced by th. PA Oapart..nt of A.vanua. The appllcabl. Int.r..t rat.. for 19.2 through 1995 .r.. Y..r Int.r..t A.t. o.lly lntsr..t Factor v.., Int.rut ht. O.lIy Int.ra.t Factor 1911 ZO:c .OD05U 1917 'X .OOOZ41 I9IS 16X .OOOU' 1911-1991 IlX . DOUOI 1914 IlX .000301 .99. 'X .000247 1915 Ule .000356 1')93-1994 7X .000192 1916 IU .OD0274 199' OX .000247 --Int.r." I. calcul.t.d .. follow.. INTEREST . BALANCE OF TAX UNPAID X NUlIBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR "'Any NoUco IlIu.d aftlr th. t.1l b.co... d.Unquant .,111 nflKt an In"r..t calculation to flft.an (5) d..y. bayond the d.t. of th. .......ant. If p.yaant I. .-da .,t.r the Intsr..t coaput.tlon d.t. IhoNn on the MoUc., add I tlon.l Int.ra.t ...t b. ulcul.tad. I: ,