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.
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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
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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.
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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'..-
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(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)
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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
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Name Robert M. Frey
Address 5 South Hanover Street
Carlisle, PA 17013
Telephone (117) 243-5838
Capacity: Personal Representative
X Counsel for personal
representative
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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
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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-
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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
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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
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
NUMBER
15
iii
III
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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
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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 (")
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243-5838
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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
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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