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HomeMy WebLinkAbout95-00568 No. 21-95- 568 Estate of Esther E. Stohl, , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 2. 19..!!.L-, In consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated June 5, 1991, described therein be admilted to probate and med of record as the last will of Esther E. Stohl and Lelters Testomentorv are hereby granted to Jonet Esther Stohl Fohnestock .f'Th-, 'l(!. i2,,, ~ ^ 1" ",fJmtltn fu.. Resister of Will. ' V-l MARY C. LEWIS Robert M. Frey #06274 Frey ond Tiley AlTORNEY (Sup. CI. 1.0. No.) FEES Probate, Lelters, Etc. ......... $ 235.00 Short Cerllficates(2) . . .. . . .. .. $ 6.00 Renunciation ................ $ 5 00 uLI' $ . TOTAL _ $ 246.00 Filed ... /I.l!GVSJ:.?. .l.Q!il? . . . . . . . . . . . . . . 5 S. Honover St.. Corlis1e, PA 17013 ADDRESS 717-243-5838 Called attorney on 8-2-95. PHONE 00 ~ ::0 :om ern (il ('J -1 . ~~. ~~~ ~"'; ,e (-" '... P- o' 0' t::l , ,. (. ,~ :-,., '. ~:~ Iii ~ a :-u c: W ):>;:1. 0\ 21- 95 -568 , '-0,,- l' " g~ ~ ::o~ 3-: (\\ g '-'; O' 0~ .. ~!! F Ft , fi: t!~ ,~. . ,,' " (1;-~, t::l .,:.., {) " r)l :B ", ~ t.J T. "." . ("/- ~ iii" g, :-tic: ,';J ):> ;.~ 0\ t .....- J;\... . . r. . "'"' LAST WILL AND TEST AMENT OF ESTHER E. STAHL I, ESTHER E. STAHL, widow, of Silver Spring Township (mailing address: 183 Ridge Hill Road, Mechanlcsburg, Pennsylvania 17055), Cumberland County, Pennsylvania, being 01 sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. 1 direct my hereinafter named Executrices to pay all of my Just debts and funernl expenses os soon after my death as may be found convenient to do so. 2. I direct that Mrs. Pearl Beam of 181 Ridge Hill Road, Mechanicsburg, Pennsylvania 17055, be given the right to purchase my mobile home located on land rented from her, which mobile home Is a 1974 Holiday Manor, 12 feet by 70 feet, for a price of $1,000.00 provided she shall notify my personal representatives in writing of her election to purchase same within thirty (30) days of notification from them to her of the opportunity to do so, and settlement for same shaIJ be made by her within thirty (30) days of her written election to do so, which right to purchase same is conditioned on Mrs. Pearl Beam still being the owner of the land on which my mobile home Is located at the time of my death. In the event she no longer Is the owner of the land on which my mobile home Is located then this provision giving her the opportunity to purchase same shall be null and void. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate. I give, devise and bequeath as folJows: a) One-half (112) thereof to my daughter, Colleen Fmnces Stahl Damon, her heirs and assigns, provided she shall survive me by a period of ninety (90) days, but should she fall to so survive me then to such of her issue as shaH survive me by a period of ninety (90) days, per stirpcs; and b) The other one-half (112) thereof to my daughter, Janet Esther Stahl Fahnestock, her heirs and assi~ns, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue as shall survive me by a period of ninety (90) days, per stirpes. 4. I have made no provision herein for any of the children of my deceased daughter, Mary Lucretia Stahl Hammacher, not because of any want of affection for them, but because I have already given to them all that 1 wish them to receive. 5. I hereby nominate, constitute and appoint my two daughters, or either of them, Colleen Frances Stahl Damon, and Janet Esther Stahl Fahnestock, as Executrices of this my Last Will and Testament and I further direct that neither of them shaH be required to post any bond to secure the faithful performance of her duties In the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one (1) page, this 5th day of June ,1991. c;.~-;(;L / c-'.~(i-t:- a-U (SEAL) Esther E. Stahl i , . , I Signed, sealed, published and declared by ESTHER E. STAHL, the Testatrix above-named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ( I r. ~ "', '}-., ~ I~~~ i I ~. - 21 - 95 - 568 REGISTER OF WILLS OF CUMBERLAND COUNT\' OATH OF SUBSCRIBING WITNESS Robert M. Frey and Krista King I1I14lXK (each) 0 subscribing witness to thc will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) thai they each were present and sow Esther E, Stohl. the lesta,rlx , sign the same and that they each signed as a witness at the request or testal rix In lUll:.- presence and (In the presence of each other) (In the presence of the other subscribing wltness(es)). ~ Sworn to or arnrmed and subscribed before ,..- ~ . 'J-01'-J me this 27TH day of Robert M. Prey (Name) --,- ~UL Y 19-~ 5 S. Hanover St., CarliSle. PA 17013 mC!:!!::!4. (Ii. ND J, ~ AM. IsJlJ1 Ci:tii~. ~ress) (j Mary C. Lewl;, Register :f'..- r a K ng "'.' (nO ne, I 924 Burr Ave" Carlisle, PA 17013 (Address) REGISTER OF WILLS OF COUNT\' OATH OF NON-SUBSCRIBING WITNESS . (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that " familiar with the signature of ,", ~, codicil ~. testa I wltncsses to) thc III presented herewith and codicil that laturc on the will Is In the handwriting of to the best of knowle!1gcand beller. Sworn to or arnrmed an\!.BU~d before ./ me this ./ day of ./ 19 (Address) Register (Name) (Address) .....--.~ ,,--~~, ....__,..~_.o> ,.... _~~_ u~ ~ --.-'.'~' .,.., ~7, "'...", ...".o"""~:"'-,",,-....t';4-~_"V.'T~4~'4';:'.,~J.;; '--""-.""._".k:.' .' . i i / .. o,~ :::~~ 0:" ,:<I' - E!' .,~~ ~a.: to) ,_; ;, t) 9 ,.~j .~ il '.~ E -~,r '; .~ ~~} ~.~ (; f;~ Erg> <1>0: ., 0: .. N ~ n. ~. , -> " ( . , ~ - CERTIFICATION OF NOTICE UNDER RULE 5.6(al Date of Death: Esther E. Stohl July 20, 1995 Name of Decedent: Will No. Admin. No. 21-95-568 To the Register! I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court :Rules was served on'or mailed to the following beneficiaries of the above-captioned estate on AUlnlst 3, 1995 Name Address James Richard Damon, 35 Clearview Avenue. ChalCont, PA 18914 Michael James Damon, 507 Evans Street, Willow Grove. PA 18090 Janet Esther Stohl Fahnestock. 2630 Walnut Bottom rood, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except no exceptions Date: August 3.1995 ~ I") ':. ,.:;> eo;: .!1 Cj a.; 'j' ~ ., n. I ., 0, , I J .~.~ .'. ': !5 .., C 17; (.) '. J~) ma; ~ ",E:: ex: 08 ~~,?1 Signature ~ Name Robert M. Frey Address 5 South Hanover Street Carlisle, PA 17013 Telephone (117) 243-5838 Capacity: Personal Representative X Counsel for personal representative ;~?il~~~~i;~~'~~g~~~iY' ..1'. :.ij;",.',~. "'e,',:c~\ ..:,,:::1 1',1 (t\G';"(\~!1 "I,':i~ f~\tt&;,t' :1J:1.,'): ......'~:: .'~i:i~i\I.''B; ; : ,...'. 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UI }i.,,~.!IO~I?r.u"OlInq'I"IP ,pUI. A,"nIO'QI '.' ,/I1OO\LI!~ '. "ibbl"8':efJ ' '~:;\j.rt.~~.i:;,i.:}~:~:',;~,':"):i,'-"",- :~~:t,.. > ~~-;,_;;... <~-:': ~;_' , ;, ' /J~I ~~-;f) .. ';.},' , .'1", ....:.... ':. '-''''',.-' ,,~.'. . " _"r .. --.. ~r' , . . ., . '-";,/'" ""c{'::}>'J' " '. '----,-',( '-~ ': ' ,,- " ~ . ; -J.; :' ':')':::{t--','-' '_:;j'- .-,,-..' ~', " '.' , ." ~ 1 ",'A.>", ,~(,- ;.0_;--:, ,-,:.,-:,- --,.;,;. i,., ;-:~:,. 1 :',: :':~,;." " ~ ,~./,r"';l~;'~ --:,~-~-l(.'_, " ' ',:,', :'.';:i{f;: ~-,":;'<"~:;A' '~'L':l'~-.1-...--.: i'~'~'}J'ff.t"~~";$'~ ;gr~~1;:J#j~!~ ,', (j, 'FI-:;'F')<~">>:' -~,~6:~~t,~Jt 'i}~~'lf~ ..."..,,,-.,iC1, "'~' "I, ?~;~;' l:: :;,) :;;~f~lif~~ ~~~~Ii~ ", ,<< , .., ' '-,~ ;:i:::i,.NM{(~ ",', -"~>>4~}1~f~;,,~ ""', ','j ',~ ~1'>:i';1I::.t2.~~ -,.-" ~V.,..' '~. ".f'l~,' ~f>' }' " "~' -',__t')'";'-'r-iJr~-,,:~l," , ~ " . ,~_' . r ' ,- "I, '." ':,::;.~l'''ir'' {, I"'" '. .:t--~ r- r. f , I , . <,', .~ '" ' I' ;'.' '<" ,.' ,"..'- ',,":': 'f .,,":. ..,-,.- ".,L' 'j'"" ;-i,\,:' "j-';-'-}, ,j' ""...I".-. .' ~.. -, "j.: .,", .. ' , ,:' 1;' <; -', ' ",,-,:,""-- i~- ~ ~ ;'/0'" "_, .~f ::{,',:: ",'--.:-... :- ,\'::!"~'~:~ ',-~,. -,', ~,r: ~ ,; C, ,:_~' :,', , L."'_:'" , ' -"'rf"'-;~'i ;,:.-..,~ . -~ ' - -"-};;" ','" ",- ',-: .' ~F , ~;.' "". .' , Q " . FIRST AND FINAL ACCOUNT OF JANET ESTHER STAHL FAHNESTOCK, EXECUTRIX OF THE LAST WILL AND TESTAMENT OF ESTHER E. STAHL, LATE OF PENN TOWNSHIP. CUMBERLAND COUNTY, PENNSYLVANIA. DECEASED DATE OF DEATHI July 20, 1995 LETTERS TESTAMENTARY ADVERTISEDI CUMBERLAND LAW JOURNAL August 11. 18, and 25, 1995 ESTATE NO. 21-95-568 THE SENTINEL August 8, 15, and 22, 1985 PRINCIPAL RECEIVED Accountant charges herself with the following principal amounts received: 1995 Aug. 3 3 3 3 4 4 22 Oct, 11 Balance PNC cheCking account #5000040515 Accrued Interest to July 20. 1995 Balance PNC Certificate # 176 32 401 29253 Accrued Interest to July 20, 1995 Balance Meridian Bank cheCking account #32414834 Accrued Interest to July 20. 1895 Balance Meridian Bonk Certificate of Deposit #4000699670 Accrued Interest to July 20, 1995 Blue Cross/Blue Shield check Refund. Ewing Brothers Funeral Home Refund, United Church of Christ Homes 1994 Income tax refund from Internal Revenue Service 23,412.49 28.23 80.535.32 2,632.51 34.562.14 0.00 33,125.29 1.028.09 228.20 70.87 1.260.00 342.00 TOTAL PRINCIPAL RECEIVED 177,225.14 INCOME RECEIVED Accountant charges herself with the following Income amounts received: 1995 July 27 Aug. 3 4 15 Sept. 18 Interest. PNC cheCking account Interest, PNC checking account Interest. Meridian Bonk . Interest on Estate NOW account Interest on Estate NOW account 8.98 7.70 20.14 30.38 88.39 -1- Oct. 18 Nov. 20 Dec. 15 1990 Jon. 12 Feb. 16 Mar. 18 27 27 Apr. 12 May 14 June 12 July 15 Aug. 14 . Interest on Estate NOW account Interest on Estllte NOW account Interest on Estate NOW account 91.98 85.67 89.65 Interest on Estate NOW account Interest on Estate NOW account Interest on Estate NOW account Interest, PNC CertlClcate or Deposit #1176 32 401 29253 Interest, Meridian Bank Certlrlcate ot Deposit #4000699670 Interest on Estate NOW ACcount Interest on Estate NOW account Interest on Estate NOW account Interest on Estate NOW account Interest on Estate NOW account 92.27 83.42 80.84 2,324.67 986.86 174.38 255.48 226.40 240.57 219.00 TOTAL INCOME RECEIVED 5,116.78 DISBURSEMENTS Accountant claims credit tor the following amounts paldl 1995 July 24 27 27 Aug. 3 7 7 22 Sept. 12 12 21 1996 Mar. 20 20 20 Check cleared atter death PNC, bank service charge Reglster or Wills. Letters Testamentary and 2 short certificates Cumberland Low Journal, advertising Letters Emerald Drug Billing Dept.. account Mabel Stitt. Tax Collector. 1985 personal school taxes Emerald Drug Billing Dept" account Carllsle Hospital. account Thomwa1d Home. account The Sentinel. advertising Letters 3,499.10 11.00 246.00 40.00 223.89 9.80 4.47 10.56 12.00 58.76 Hornbaker ASSOCiates, account Internal Revenue Service, 1895 personal Income tax PA Department or Revenue, 1995 personal Income tax 84.00 201.00 614.00 -2- . Apr. 2 2 Reglster of Wills, filing Po, Inheritance Tax Return Reglster of Wills. Agent, Pa. Transfer Inheritance Tax Janet Esther Stohl Fahnestock, family allowance Janet Esther Stahl Fahnestock, Executrix commissions Frey and Tiley. Attorney's fee Notary Public fee Reserve to tile Account 15.00 9.050.10 3,500.00 8,089.00 8.089.00 6.00 105.00 33.868.68 TOTAL DISBURSEMENTS RECAPITULATION Total Principal Received Total Income Received Total Receipts Less Total Disbursements Balance for Distribution 177,225.14 , 5 .116. 78 182,341.92 - 33,868.68 148,473.24 PROPOSED SCHEDULE OF DISTRIBUTION BALANCE FOR DISTRIBUTION 148.473.24 TOI Twci sons of deceased daughter. Colleen Frances Stohl Damon, who died Jlme 28, 19951 One-halt of residue of estate Michael James Damon 507 Evans Street Willow Grove. PA 19090 One-fourth of residue of estate James Richard Damon 35 Clearvlew Avenue Chaltont. PA 18914 One-fourth of residue of estate 37,118.31 37.118.31 TOI Janet Esther Stahl Fahnestock 2630 Walnut Bottom Rood Carlisle. PA 17013 One-holt of residue of estate 74.236.62 148,473.24 -3- i--C;'-.--.....,.._..---"~-..~~,...,.........,>.-...~.~...,_,~..'(<t_"-;;..hlt.;'\~"'.~._V>>~~.._~...~.!' , ..~....,." "_"_' -"I:<"'d.~.,t~l;t)'i'~~"""".;<'+",*,'"";~,~.<__..."",,,,,,~-,,,u_,'" _., ,. ....-,-~._.......':""'.._________.I" ,_.0'....,' ~-... ,.~,...'.,...,~t~c ' COMMONWEALTH OF PENNSYLVANIA) I SS,I COUNTY OF CUMBERLAND ) Betore me. the undersigned ottlcer, personally appeared Janet Esther Stohl Fahnestock. Executrix ot the Last Will and Testament ot Esther E. Stohl. Deceased, who, being duly sworn according to low, deposes and says that the toregolng First and Final Account and Proposed Schedule ot DIstribution ore true and correct to the best ot her knowledge, Intormation and bellet. Sworn to and subscribed betore me this 23rd day ot August , 1996. Jj;T/L ~; NOTARIAL SEAL KRISTA KING, NOTARY PUBLIC CARLISLE, CUMSERLANO COUNTY PA MY COMMISSION EXPIRES JUNE 27,1998 :, I I I. I I I -4- . /.', . It' /. ",J ) , ?" fOA DATU Of DIATH Ann 12/31/01 CHICK HIAI If A SPOUSAL POVIATY CAIDIT IS CLAIMID 0 fill HUMIIA llY,15oo u. 17.941 21. If lint 18 Is gr.ot., than Lint 19, tnl., Ih, differencI on lint 21. Thl, II lh. TAX DUE. A. Enler Ih. Inle'llI on the bolance due on Un. 21A. B. Enltr Ih, tala I of line 21 and 21A on line 218. Thl, II Ih, BALANCE DUE. Male. Check Pavabl. tal Ria'"'' of Will., Agent . f!' i BI SURE,TO,'ANSWERALL QUESTIONS ON REVERSE SIDE AND.TO,RECHECK MATH,,y (, .flli,".'"' '",: Under Plnalll.. of perfury, I declar. Ihall hoy. Ixamlned thl. "'urn, Inc:luding accompanying ,ch.dul.. and "at.men's, and 10 the bl.1 of my ~nowl.dg. and b,lI,f, It Is trut, correct and compl.t.. I declor. Ihal 011 r.ol ..Iat. hOI been reporled artruI morbi volu.. O.c1orallon of prepare' olh., than Ih, p'rlonal rtpr.s.ntatlv. I, baled on all Informal Ion of which preporer hot any knowl.dge, IIOHAruu ~'~~ IlUI!pNSIILf 'all' NO UWIlN ADDun DAII ~ t-. ~ ", ~,/ 2630 Walnut Bottom Rd., Carlisle, Po. 17013 Aprll J 1996 NArUlle 0' I~AIlU OrH~1l rHAN 11'IlUIHrAllve ADDIlIU DAU ~~ -?. "')..! 5 S. Hanover St., CarliSle, Po. 17013 Aprll 3 .1996 '*' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) NUMBER 15 iii III '" COMMONWfAlrH 0' 'fNNsnVANIA OUI"".'MIN' o. IIfVfNUf om, 2.0601 HA".ISlUIlO 'A 17 21.0601 lOIN ., NAM lAI. 'Ill . AND MIDOll INlfIAlI STAHL, ESTHER E. IOCIAllICUllIY NUMIU DAn 0' IIUH 21-95-568 COUNTY CODE DICEDfN"1 OM'lfU ADDUU 2630 WoInut Bottom Rood CarliSle, PA 17013 CO\l,,1 Penn AMOUN' IlECIIV(D l'IE IN'UUCllON', YEAR 159-24-8534 I!! "~g ~I" !ill. D.. li!6. Decedent DI.d Te.lale (Allach eopy 01 Will) Orlglnol Return lImUed Ellate o 2, Supplemental Relurn o 3. Remainder Relurn (for dol.. 01 d.alh prior 10 12.13.B2) o 5. Federal E.lole Tax Return Required .!L 8. Tolol Number of So'e aepolll Bou. o "0. Future Intere'l Compromlte (for dol.. 01 d.alh ah.. 12.12.B2) o 7. aecedenl Molntalned a Living Tru.t (Attach copy of T rU'I) DENTlAL TAXINFQRMATlO , HOULO II D III COMPle (MAIl! A Il 5 South Hanover Street Carlisle. PA 17013 (") ril15 gj'" B~ I II, 701Irn:.);r;,~ . ... ' ',. ~.~,.l ."',.. ~ J..:j_-:'Ir.L:;":~ "". :1. ". 243-5838 '" ~ ~ III "" 1. R.al f,'ol. (Sch.dul. A) 3 '"'. In (I) mn 0;' tr:?Q 2. Slack. and Bond. (Schedul. B) (21 C1l !') ~ :" , ~,~ 3. Clolaly H.ld SloekIPartn."hlp Inl....I(Seh.dul. q (3) ~, I ,~) (,) t., ,.~ ~ ~ ... MOr1gog.. and Nate. Receivable (Schedule D) (. ) ~ 9" ('l 5. Cal\ Bank Depo.11I & MI.eelloneou. Perianal Property (S I 177,225.14 0"'- ~ (Sc .dul. f) .PC) -0 ~.::1 =':(101 6. Jolnlly Own.d Proparty (Sch.dul. FI (6) 0 N ihO ~" i-j )>~ - 7, Trand... (Schedul. G) (Schadul. II (71 0 8. TOlal Grall Auet. (lolollln.. 1-7) (B I 177.225.14 9. Funeral hEen..l, Admlnlllrative Co.lI, Mltcelloneou. (0) 26.390.08 Expen... ( chedule H) 10. O.bh. Marts as' 1I0bllltl... 1I.", (Sch.dul. I) (10) 11. TOlal O.ductlon. (Iolollln.. 9 & 10) (III 26,390.08 J2. Net Value of e.lale (line 8 mlnu.Une 11) (12) 150,835.06 13. Charitable and Governmental Bequest. (Schedule J) (13) U. Net Volu. Sub ect to Tax line 12 mlnu. lIn. 13) 1141 150.835.06 15. Spoulal Trande" (for dole. of dealh ofter 6.30.9") 5.. lnltrudlon. for A~pllcable Percentage on Reve"e (151 >C._- Sid.. (Include value. rom Schedule K or Schedule M.J 16. Amounl of line I" laxable at 6% ror. (16) 150,835.06 )( ,06. 9.050.10 (Include value. from Schedule K or Schedule M,) 17. Amounl of Une 104 10Jlobl. 01 15% role (17) )( .15 . (Include value. from Schedule K or Schedul. M.) 9,050.10 18. PrlnclpollclJl: due (Add tax from LIne. 15, 16 and 17,) (IS) 19. Credil, Spoulol Poverty Credit Prior Paymenll Dllcounl Inlere.1 :0: C> ~ . C> .. S + + 20. If Line 191. greoler than line 18, enler the dlHerence on line 20. Thl. I. ,he OVERPAYMENT. a O..I'r.f:I~"UI""_'I:'II.'"I_I"""'I~.II'"t.'.ll.Imm.-:t_'I:'1'I.'.'IU'UU'II,IU" (19) (201 (21) (21AI (2IB) 9.050.10 9.050.10 Irv.1J01 u. P"1J . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plea.e Print or l' e FILE NUMBER 21-95-568 COMMONWfAl1H Of PfNNSYlVANIA 'NHIIITANCI TAX _nulN IU'DINT DICIDINT ESTATE OF ESTHER B. STAHL CAI' pr.nv Iolnllr-ownod with tho light" lurvfnnhlp mull be ell.do..d on Schedul. F) N~~~ER DESCRIPTION VALUE AT DATE OF DEATH 1. Bnlnnce PNC Bank checking account #5000040515 Accrued Interest to July 20, 1995 2. Balance PNC Bank Certificate of Deposit #1763240129253 Accrued Interest to July 20. 1995 3, Balance Meridian Bonk Checking account #32414834 Accrued Interest to July 20. 1995 4, Bnlnnce Meridian Bonk Certificate of Deposit #4000699670 Accrued Interest to July 20, 1995 5. IDue Cross-Blue Shield check 6. Refund, Bwlng Brothers FlD'leral Home 7. Refund, United Church of Christ Homes 8, Internal Refenue Service. 1994 Income tax refund 23,412.49 28.23 80,535.32 2,632.51 34.562.14 0.00 33,125.29 1,028.09 228.20 70.87 1,260.00 342.00 TOTAL AI.o enler on line 5, Reea 177 225.14 s {A"ath additional 8"'- )C II- ,hu.. If mor. 'pac. I. nud.d,l DECEDENT NAME: DATE OF DEATH: SOCIAL SECURITY NO.: /W <'- .-- Esther E. Stahl 07/20/95 159-24-8534 TYPE OF ACCOUNT: ACCOUNT NUMBER: NAME(S) ON ACCOUNT: Certificate of Deposit 1763240129253 Esther E. Stahl DATE OPENED: DATE OF DEATH BALANCE: ACCRUED INTEREST: INTEREST PAID YEAR TO DATE: OTHER INFORMATION: 10/03/90 $80,535.32 $2,632.51 $0.00 TYPE OF ACCOUNT: ACCOUNT NUMBER: NAME(S) ON ACCOUNT: Checking 5000040515 Esther E. Stahl DATE OPENED: DATE OF DEATH BALANCE: ACCRUED INTEREST: INTEREST PAID YEAR TO DATE: OTHER INFORMATION: 06/21/95 $23,412.49 $28.23 $10.25 TYPE OF ACCOUNT: ACCOUNT NUMBER: NAME(S) ON ACCOUNT: DATE OPENED: DATE OF DEATH BALANCE: ACCRUED INTEREST: INTEREST PAID YEAR TO DATE: OTHER INFORMATION: STOCK INFORMATION CAN BE OBTAINED FROM CHEMICAL BANK , AT 1-800-982-7652 i, .-_ f-" Merldlln PO Do. 1 '02 Reacting PA 19603 . Meridian August 8, 1995 TO: Robert H. Frey Attorney at Law ADDRESS: 5 South Hanover Street Carl1s1a, PA 17013 RE: Estate of: Esther E. Stahl Date of Death: July 20, 1995 Accounts and Balances on Record as of Dste of Death: DATE ACCOUNT II ACCOUNT TITLE OPENED CK 32414834 Esther E. Stahl 01/05/81 CD 4000699670 Esther E. S tshl 10/26/90 SV 8291976302 Esther E. Stahl 02/07/94 DATE CLOSED ACCR. PRINCIPAL ll:IL.... 34,562.14 0.00 33,125.29 1,028.09 0.00 0.00 07/17/95 DH/elg/835 MERIDIAN BANK 'Jl~)U~-~J Detibie Mengel ' (610) 655-3352 CK - Checking SV - Savings CD - Certificate of Deposit XC - Holiday Club VC - Vacation Club CL - Commercial Loan IL - Inetallment Loan DB - Discount Brokerage PL - Plus Loan PH - Student Loan SD - Safe Deposit TR - Trust WL - Will LT - Living Trust MO - Open Line of Credit MG - Mortgage LA - Auto Leasing 'IvItIlU. I'"' ; ESTATE OF ITEM NUMBER _'~':':~:J,;._~~;, . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plea.e Print or T e COMMONWEALTH 0' PENNSYlVANIA INHUlfANCE TAX InUliN RfSlDENr DECEDENr 21-95-568 ESTHER E. STAHL DESCRIPTION AMOUNT A. Funeral Expen.ell 1. B. Admlnl.tratlve CO'"1 2. 3. 4. 1. Peflonal R.p....nlati.. Commlnlan. Social S.eurily Numb.r of P.r.onal R.p....ntall..: V.ar Cammlnlon. paid 1996 208 - 24 - 4953 8,861.25 Allorn.y Fe.. 8,861.25 Family EM.mpllan Claimant Janet E. Stahl Fahnestoctl.lallon.hlp 3.500.00 Daullhter Add.... af Clalmanl at d.e.d.nt'. d.ath SI..ot Add.... 2630 Walnut Bottom Road Cily Carlisle SIal. Po. Zip Cod. 17013 Prabat. F... 246.00 C. MI.eellaneau. Expen'.1I 2. 3. 4. 5. 6. 7. 8. 1. Check cleared otter death. Meridian Bonk 3,499.10 11.00 40.00 223.89 9.80 4.47 10.56 12.00 PNC Bank. service charge Cumberland Law Journal. advertising Letters Emerald Drug Billing Dppartment. account Mable Stitt. Tax COllector. personal taxes Emerald Drug Billing Deportment. account Carlisle Hospital. account Thornwa1d Home, account TOTAL (AI.a .nlo, on IIn. 9, Roeapilulotlon) S (If more .pace I. needed, In.ert addltlanal .hull of .ame .I.e.) SCHEDULE H PUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PAGE 2 ESTATB OF ESTHBR B. STAHL PILB NUMBER 21-95-566 ITEM NUMBER DESCRIPTION AMOUNT 9. The Sentinel. advertising Letters Hornbaker Associates, account Internal Revenue Service, 1995 Personal Inco:ne Tax PA Department ot Revenue, 1995 Personal Income Tax Register ot Wills. tiling Pa. Inheritance Tax Return Notary Public tee Reserve to tile Account 58.76 84.00 201.00 641.00 15.00 6.00 105.00 10. 11. 12. 13. 14. 15. TOTAL 26,390.08 1''I'UI''''I,111 ~ COMMONwunH or "NNUWANlA INHII..",,, ..... InUtH IIIIDlN.DICIDIN. SCHEDULE J BENEFICIARIES ESTATE OF ESTHER E. STAHL FILE NUMBER 21-95-568 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxabl. 8eqU....1 I. Two sons oC deceased daughter, Colleen Frances Stahl Damon. who died June 28, 19951 Michael Damon Hatboro, Pa. Grandson 1/4 of residue James Richard Damon Hatboro. Pa. Grandson 1/4 oC residue 2. Janet Esther Stahl Fahnestock 2630 Walnut Bottom Road Carllsle. PA 17013 Daughter 1/2 oC residue ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charltabl. and Goyernm.ntal Bequellll 1. NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alto enle, on line 13, Recapllulollonl S (If mort 'pac. I, n..d.d, Inltrt addltlDnal ,h..t, of lam. ,lit) _ ....-..--.-- _. ....-. .-- -~-- -.-. -- ---- -._.. -... -. .-_.. ...~, ..-. ~ ..-- ~--~ -.- .--.. --... --. ._-~ -.-. -----.- --_.-. . RECEIVED FROM, & ACN ASSESSMENT CONTROL NUMBER AMOUNT m FREY ROBERT G ~ S HANOVER STREET 101 ., ,0::')0.10 CARLISLE. PA 17013 ESTATE INFORMATION, ~ flL UMI R U el-199~-0:5b8 ~ NAME Of DECEDENT (LAST) SI STAHL ESTHER E II DATE Of PAYMENT EJ POSTMARK D.t.TE COUNTY SSN 159-e4-8534 (fiRST) (Mil CUMBERLAND DATE Of DEATH REMARKS m TOTAL AMOUNT PAID _9.050.10 00 JANET E STAHL FAHNESTOCK C/O FREY & TILEY CHECK" Ie ;' $I0NAlURl SEAL ) ",' RECEIVED BY .' REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS ,otOHflf_ . ,~' -i' .~ ~--_.'---~-~~-~~-~'---:-.------~----~~~~-~ , ie' ~, ' '. ..--. -~ '. . --.- rn_. .~---"'...A.A _ _ ~. J l", . , ......:~ ,. j ~ V'RI!V-1547 I!X AFP (12-95* COMMONWEALTH OF PENNSYLVANIA OEPARTHrHT Of REVENUE BUREAU Of IHDIVIDUAl TAMES QEPT. lI06D) t1ARRISBUAD, Pi 17111-06Gl !.:)- '/7- ,S? ACN 101 NOTICE OF INHERITANCE TAK APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAK DATI! 07-22-96 FILl! NO. COUNTY CUMBERLAND NOTE. TD INSURE PROPER CREDIT TO YDUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: FREY 8 TI LEY 5 S HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount R..itt.d CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiifli=i54-j-Ex-iiFP-mi:m--tio"ficniF-YNHEiiii'AiicE-Yliin-p;;ijimiEifiilT";-iiLt'OWAiice-iili-----m--mm- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STAHL ESTHER E FILE NO. 21 95-0568 ,ACN 101 DATI! 07-22-96 TAK RETURN WAS. I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Ed.t. (Schedul. Al (1) 2. stock. and Bond. (Schedul. 8) (2) 3. Cla..ly Hald stock/Partnarship Int.,...t (Schedul. C) (5) 4. Hortgag../Not.. Receivable (SchedUle DJ (4) S. C..h/Sank Deposita/Hi.c. Pa,.lone1 Property (Schedul. EJ (5) 6. Jointly Ownad Property (Schedule FJ (6) 7. T,..nafa,.a (Schedule OJ (7) 8. Total A...t. CHANGED .00 .00 .00 .00 177 .225.14 .00 .00 181 1'77.225. t4 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral EKPen.e./AdM. Co.t./Hi.c. Expan.a. (Schedule H) (9) 10. Debh/Hortgage UabUi ti../Liana (Sch.dula I J no) 11. Total Deduction. 12. Het Valu. of Tax R.turn 13. Charitabl./Governnantal aequ..t. (Schedul. J) 14. H.t V.lu. of Estat. Subjact to rax 26.390.08 .00 IllI 1121 1151 1141 ?6,3g0 08 150,835.06 .00 150,835.06 NOTE I If an assessment was issued previOUSlY. linee reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Anount of Lina 14 .t Spou.al rata US) 16. AMount of Lin. 14 taxable at Lin..lICla.. A rat. (16) 17. AMount of Lina 14 taKabla at Collat.ral/Cl... Brat. (17) 18. Principal Tex Dua 14, IS and/or 16. 17 and 18 will returns assessed to date. .00 X .00. 150,835.06 X.06. .00 X .15. 1181 .00 9,050.10 .00 9,050.10 TAX CREDITS: PAYHENT DATE 04-03-96 RECEIPT NUHBER AAl12697 DISCOUNT 1+1 INTEREST (-I .00 AHOUNT PAID 9,050.10 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUll 9,050.10 .00 .00 .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS lESS THAH n, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS.I <2-,_ 0\ t:.,( u '0 '7) , )n~ Cl ,. '.,. ~..;: (" ',.\ I 0\ - ..., d =I I " r, t ~ , ,', "d .,l U '.' ~ '':' l~ IDa: II> - a: uc3 RESERVATION I Elt,t.. of dlcldlnt. dvlna on O~ b.for. Dlelaba, 12, 19.2 -. If any future I"t.r..t In thl ,,'at. I, tranlf.rrad In pall...lon or enJoy..nt to CI... I CeoIS,tar.l) blnetlcl.,S.. of thl dlcld.nt .,t.r thl I.plrallon of any ,,'at. for 11'. or 'or Y"'" the Co..onw..lth hareby I.pr."ly r...rv.. thl rIght to appral.. and ...... tranl'" Inh.rl~anc' 'I... at thl lawful el... I (coll.t.,a1) r.t. on any .uch future Int.r..t. PURPOSE OF HOTICEr To fulfill thl requlr"'nt. 0' slctlon Zl~D of thl Inheritance and Elta'l 'IX Act, Act ZZ of 1991. 72 P.S. s.ctJon 2140. PAV"fHTI D,tlch thl top portIon of thl, Hotlcl and lubalt with your plv.ant to thl Rlalst.r 0' Wills prlntld on thl ravar.a .Ida. n"aka ch.ck or aon.y ord.r p.yabla tOI REOISTER OF HILLS, AOENT All pay.ent. r.c.lv.d .hall flr.t b. .ppll.d to any Int.r..t which .ay b. dua with any ra..lnd.r .ppll.d to the taM. REFUND (CA)I A rafund of . taM cr.dlt, which wa. not r.qu..t.d on tha TaM R.turn, aay b. raqua.t.d by coaplatlng .n "Application far Ra'und 0' Penn.ylvanl. Inh.rltanca and E.t.t. raM" (AEV-1515). Application. .r. .vallabl. .t the O"lca a' the A.gl.t.r 0' Will., .ny 0' the 25 A.venu. DI.trlct O,'lc.., or by calling the .p.elal Z4.haur an.w.rlng ..rvlc. nu~.r' 'or 'ora. ardarlngl In P.nn.ylvanl. l.aOO-562-2050, out.ld. p.nn.ylv.nla and within lac.1 H.rrl.burg .r.. (717) 7a7-8094, roo. (7171 772-2252 (H..rlng Jap.lr.d Only). OBJECTIOHSI Any party In Int.r..t not .atl.,I.d with the .ppr.I....nt, .llowanca or dl..llowenca of deduction., or ........nt 0' taM (IncludIng dl.count or Int.r..t) .. .hown on thl. Hatlca au.t obJ.ct within .I.ty (60) ~.Y' of racalpt of thl, Hatlea bYI --wrltt.n prat..t to tha PA Dap.rt..nt 0' Aavanu., Ba.rd of Appaal., D.pt. 2810ZI, H.rrl.~rD, PA 17IZ8-10ZI, OR .-alactlon to hava the ..tt.r d.t.raln.d at .udlt 0' tha account of the p.r.onal r.pr..ant.tlva, OR ..app.a. to the Orphan.' Court. AD"lH ISTRAlIVE CORRECTIOHS. Factual .rror. dllcov.rad on thl. ..,.....nt .hould b. .ddr....d In writinG tal PA D.parta.nt 0' A.v.nu., Bur.au 0' Indlvldu.1 T.M.', ATTHI po.t A.,.....nt R.vl.w Unit, D.pt. za0601, Harrl.burg, PA 17128-0601 Phon. (717) 787.6505. S.e page 5 0' the bookl.t "In.tructlon. for Inh.rltanc. TaM A.turn 'or a A..ld.nt O.cadant" CREV-IS01) 'or an .MPI.natlon 0' a~lnl.tr.tlv.lY corr.ctabl. arror.. DISCOUNTI Jf any taM dUa I. paid within thra. (5) c...nd.r acnth. a,tar the dac.dant'. da.th, . flv. p.rc.n~ (5~) dl.count 0' the t'M paid I. allow.d. Th. 15~ t.. .-na.ty non-participation p.n.lty I. co.put.d on the tot.l 0' tha t.. .nd Intar..t .......d, and not p.ld bafor. J.nu.ry la, 1996, the flr.t d.y aft.r the and of the tl. a.na.ty parlod. Thl. non-partlclp.tlon pan.lty I. app..l.bl. In the .... .ann.r and In tha the .... tla. p.rlod a. you would app..l the ta. and Int.r..t that ha. ba.n ..,....d .a Indlc.t.d on thl. not Ie.. PEHALTYI INTEREST I Intara.t I. ch.rgad baG InninG with flr.t dey 0' d.llnqu.ncy, or nln. (9) .onth. and on. CI) day 'roe the data 0' d..th, tD the d.t. 0' p.y..nt. TeM.' which bac... d.llnquant bafar. Janu.ry 1, 19aZ baar Int.ra.t .t the r.t. 0' .1. C6~) p.rcent p.r annu. calcul.t.d .t . d.lly rat. 0' .000164. All te.a. which b.ca.. d.llnqu.nt on and .'t.r Janu.ry 1, 19az will b..r Intar..t at a rata which will vary froe c.l.nder y..r to c.l.ndar yaar with th.t rat. announcad by the PA O.p.rt..nt 0' R.v.nu.. The appllcabl. Int.r..t rat.. for 19a2 through 19'~ .r.1 '!!!! Int.r..t Rat. 0.11'1 tnt.r..t FllIctor !!!r Inters.t RllIt. o.llv tnt.r." FllIctor 198Z ZOX .000S4a 1981 .. .000247 19as lOX .000lisa 198a-1991 m .000301 1984 IU .0005DI 199Z 'X .00020 1915 U~ .000356 1995-1994 7X .00019Z 1986 10:( .000274 1995-1996 'X .000247 ulnt.rnt Is c.lculat.d .. '01 low.. INTEREST a BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Natlc. I..u.d a,t.r the t.. baco... d.llnqu.nt will r.fl.ct an Int.r..t calculation to 'Ifta.n 115) d.y. bayond the data of the ........nt. I' pay..nt I. ..da .'t.r the Int.r..t co.putatlon data .hawn on the Hotlc., .ddltlonal Int.r..t .u.t b. calcul.t.d. i i , STATUS REPORT UNDER RULE 6.12 Name of Decedentt Esther E. Stohl Date of Deathl July 20, 1985 Will No. Admin. No, 21-95-568 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if 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. Date I Oct. 8, 1996 ~ -,?.,. ,.,.,~ Signature , Robert M. Frey Name (Please type or print) 5 S. Hanover' St.. Carlisle, Pa. 17013 Address ~ 't:' c( i Ct_ .' QCJ) - .. N a.. " , .~ { I 717-243-5838 Tel. No. \0 - ,- 8 CapacitYI Personal Representative X Counsel for personal representative ~j ',:c \ . t! <U u: cr, ci -:: a: . __ (MAH I rmf/ AM3(yU