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RegIster of Wills of CUMIlERL^ND County. PennsylvanIa
PETITION FOR GRANT OF LETTERS
Eutaol Stewart H. DePugh No. 0>/- Cf oS - 7.J1
lIIIo known u
.o-ued Iodal SeculI1 No. 165-16-9961
"11O"'It"'I. W\O 11I11. ".11&'01.01 D4*. "'''CIM) tr.
fXIIoO'LETE 'A' 011 '8' BElOW~
~ A. PfOba,. and Granl 01 L.Ulra T.lltmlntary and awr ""I PtlttllNr(.) iIIl/'I lit _ ~ ... lit Ion WlI 01
lit Ototdont dllId J u 1 y 18, 1966 W CO<IcI1(I) dlltd
... fIIiIWVIIt"""IWQt,.... ~~ "..........
E>cepl u "'now.. Dtctdonl dd nOl mall)', WI' not di"lrt:ed, and dd ncl hi... a eM:! bom or adop~ thor a.toJ1ion ctlho cIoc.mt<IlI
""tfld lor plObato, "" nOI"...ct:m ct. kDJ.,g IIId.... nt_ adjudctltd I'Icomptltnl:
Cl
B, Gran' of L.lI.ra of Admlnlltratlon
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Patilionar(,'allor a PlOptI' ..arch hI""-... llcet\alnad lhal o.oodonlllft no WDJ end wu IlnlYOd by Iho fclbwing "POU" (11 all)') W
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Na..... Rtlll...ohlp Rt._
IN AU 4 'I ..".UOIO"o&l......~-....y.
Dtctd.n, "" dcmlelltd 11 clulf1ln Cumbe r 1 a nd Co<oll)', Ponnl)'l'I'Iria. wllll hi"".. ....,laJTojl)'
O'prineJpal...ldtnceal 1532 McCormick Drive, Mechanicsburg, P^ 17055
(w.t..... rr..tr\W Ind rr..nClPlJl1)1
o.oodont,lhIn 81 ru" ol.gl, chcI September 17 '''~ . Leader Nurs ing Home East
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Do<.dtnlal dtalf1 ownod plOptll)' wlt111~mllod valu" II lo!owl: yo: 50 000 00
(If dcmia'led'" PAl AI ptMnaI proptl\)' . . ' .
(If nol dcmlelltd ... PAl Ptllonal plOporty In Ponno)'!vWIlo .
(If nO! dcmlelltd... PAl PtIIOnaI propt<l)' In ~ .
Val... o,..al IIlIlt ... Ponno)'!vWlla .
otuttd IS loIowo:
. "",..10... P.~~onar(.) "'PKlfvn1Itqu"~'1 lit proba>> of lht 10.1 Will tIld Codicl(l) I"''''~ wlIh tII. p.tiIion &lid ". grant of
Itnora ... IIf approprlato Iorm III "" undtrllQ'*l:
Fcnn .RW,\ ..... 1012
',_td br ,.. "."",,"'Ilo 11M A...dlllotl "'1
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Oath of Personal Representative
Commonwealth 01 P.nnl)'lvlnla
Count)' 01 Cumberland
Th. p.tltloner(l) abov..named lWear{l) or llIlnn(l) Ihlt th. Itlt.mentl In th. Ior.golng PllI\Jon Ire lrue
and corrtcllo lha bill 01 Ihe knowledge and beDal 01 p.tllIonar{I)lnd Ihll, U plrsonal IIp1.IIn1l1lve(l) 01
1M Dtctdenr, p.tllIonar(.) VIi" weD and ~drnnl~er tha .lIat, ICCOrdlng ~Iaw,
Swllmlooralfjrmedlnc!lubsctlbed (,-1(.(4-<, J-t"'jt JH.at._ ~f-
belore '"" till, 2nd ~ of ./ (/ fI
October '8~
'7nl1l(J C'. ,Y:",;. ,),J)ii)r"3
For Ihe R.gllt.r
No. "-Q'i-7":1Q
&11t.ol Stewart R. DePugh Deceued
Soelal Security No: 165-16-9961 OaleofDelth: September 17, 1995
AND NOW. OCTOBER ~ . '11 Q" . In consideration
of Ihe Petition on Ihe r.vers. Ilde h.r.on. satisfactory prool having been plos.nted belor. me,
IT IS DECREED Ihal L.ners iii Testamentary Q or Admlnlstrltlon
&.a.ALL&.i"""""" ...; .......... &:wtW,; 101.,.. ~
Ir. hereby granled 10
Denise Ann DePugh Kelly
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In Ihe above estate and Ihatthe Inslrumont(l) daled J u 1 y 18, 1966
described In the PeUtlon be admlned 10 probele and filed 01 record as the last WID 01 Oecodent.
FEES
Lel1erl ..................... I 80.00
Short Cer1lficale(s)lO. . 30.00
Renunciation ......."... .
AIIldavtts ( ) ............ .
Exlra Pages (2)....._. . 6.00
CocIcll ...._...._.......... I
.lCP F.. ._............,.. . 5 . 00
Itwentory .................. .
()ther ....................... .
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Altorn.y:
LD.Na:
Thomas M. Devlin, Esq.
Addr...:
34993
1802 Market Street
Camp Hill, PA 17011
(717) 730-9878
T.lephon.:
TOTAL _.......... . 121. 00
,..,. IRW.\ PAQlI 011
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/IMontgomery County. Pennsylvania. being of sound mind. memory and
/understanding, do make. publish and declare this as and for my
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Last Will and Testament, hereby revoking any and all Wills by me at
I, STEWART R. DePUGH. of Lower Providence TownshiP.
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any time
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II named to
heretofore made.
ITEM I: I order and direct my executrix hereinafter
pay all of my just debts and the expenses of my funeral
as soon as the same can conveniently be done after my decease.
I ITEM II: All the rest, residue and remainder of my
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I estate. of whatsoever kind and wheresoever situate. whether real.
personal or mixed, I give, devise and bequeath to my daughter.
DENISE ANN DePUGH KELLY. of Germantown, Pennsylvania, providing
that she shall survive me. In the event that my daughter, Denise
Ann DePugh Kelly shall predecease me leaving issue. I give. devise
and bequeath all the rest, residue and remainder of my estate. of
whatsoever kind and wheresoever situate, whether real, personal or
I mixed. to the issue of my said daughter in equal shares, share and
I) share alike, per stirpes and not per capita. In the event that my
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daughter, Denise Ann DePugh Kelly should predecease me without
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I issue, I give, devise and bequeath all the rest, residue and re-
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1 mainder of my estate. of whatsoever kind and wheresoever situate,
~ whether real, personal or mixed in equal shares to my sisters,
II LaRue DePugh O'Neill and Violet DePugh Kindy, share and share
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ITEM III:
I direct that any portion or share of my
estate falling to any minor shall be retained by my executrix in
to appl)lsuch parts of the incOllle and principal thereof 1n.
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sole discretion of my executor as may be necessary for the
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'I minor's maintenance, education and medical care, and any balance
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II remaining in the hands of my executor shall be paid to the minor
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il upon attaining the age of twenty-one years. I direct that such
II payments for maintenance. education and medical care shall be made
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ii without the intervention of a guardian, and the receipt of such
!/ person as may be selected by my executor to disburse the same
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!I shall be a sufficient acquittance.
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II and interests in my estate. whether prinCipal or income, while in
II the hands of my executor. shall not be subject to attachment,
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II execution or sequestration for any debt, contract, obligation or
ill1abil1ty of any legatee or beneficiary. and shall not be subject
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,/ to pledge, assignment, conveyance or anticipation, and the persona
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receipt by such legatee or benefiCiary shall be the sufficient and
II only d1Bcharge of my executor.
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II named. for the payment of my debts or for any purpose of administr _
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II tion or distribution. to sell any or all of my real estate. at
II public or private sale, for such prices and upon such terms as to
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!: cash and credit as it may deem best. and to execute deeds of con-
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II veyance thereof, without liability on the part of the purchasers
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I, to see to the application of the purchase moneys. This power shal
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ITEM IV:
I direct that all leg~cies and all shares
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I TEM V:
I authorize and empower my executor hereinaft r .:
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:: not be construed to work a conversion of my real estate, unless an
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, until the power is actually exercised, nor shall this power be
, construed to extend the lien of debts.
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[I LASTLY: I nominate, constitute and appoint my daughter
II DENISE ANN DePUGH KELLY, Executrix of this my Last Will and Testa-
I!ment and I direct that she shall not be requir.ed to enter security
II
\ in any jurisdiction in which she may act. In the event that my
I daughter.Denise Ann DePugh Kelly, shall predecease me or shall for
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Ii any other reason be unable to act, 1 nominate, constitute and ap-
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II point CONTINENTAL BANK AND TRUST COMPANY, of Norristown. Pennsylvan a.
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las my executor . to act in her place and stead.
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I seal this
IN WITNESS WHEREOF, I have hereunto set my hand and
18th
July
. 1966.
day of
1st
--->1 Ir ~tl f
Stewart
t'i? g,
R. DePugh
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)
Signed, sealed, published and declared by STEWART R.
DePUGH. the above named testator, as and for his Last Will and
ITestament. in the presence of us. who at his request, in his pre-
Isence and in the presence of each other, all being present at the
isame time. have hereunto subscribed our names as witnesses.
I
III IslWilliam F.Fox
I Name
II
Ilsl Vernice M. Pugh
Name
317
Swedd StrpPt,NnrriRrnt.tn Pn
Address .
317
S,,,cde Street. Norri RrntJn Pn
Address .
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21-95-739
REGISTER 01' WILLS 01<' COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, deposc(s) and say(s) that present and saw
the lesta' , sign the same and that signed as a witness atlhe
request or testP' In 11-- presence and (In the presence or each other) (in Ihe presence or Ihe
other subscribing wltness(esl).
Sworn 10 or eWrmed and subscribed berore
me this day or
19_
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(Name)
(Address)
(Name)
(A ddre.ss)
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REGI~~ER OF WILLS OF ~u/~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
to the best or ht<..J1-
knowledge and beller,
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Reg ISler
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r:;I€ACE A. B&t4e6 A-,(J/j ~.el..u€- LV bt...e.:rZU{
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and s!!)'(s) ..lhat
~" f10 re- ramlllar with the signature or :::JTUUAe-r .e. (d~U$~
'--'-=f -rodlclI
testat<:1C....- or (one or the subscribing witnesses to) the will presented herewith and
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thai ~ believe/the signature on the will Is in the handwriting or
Sworn to or aWrmed and subscribed berore
me this 7nrl day or
October. 19 95
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CERTIFICATION OF NOTICE UNDER RULE S.6{al
Name of Decedent:
stewart R. DePugh
Date of Death I
September 17, 1995
Admin. No. 2195-0739
Will No. 1995-00739
To the Registera
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
November 2, 1995 :
Name
Address
Denise Ann DePuqh Kelly, 1532 McCormick Dr., Mechanicsburq, PA 17055
LaRue O'Neill, 102 Hancock Avenue, Norristown, PA 19401
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
None
Date:
/(-r --,qr
s1!1f~1tz ~~ e-?f
Name Tknu~ "J It! fJe.() /, k
Add,... fJO~~
tA /l 11! 'r1 IP;!;
Telephone VOl y~O -rfl7Y
Capacity: Personal Representative
~ounsel for personal
representative
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tL__ ------'-'~----rr -'. f----, - - ----- --.-- ----- ---- --- ,- - - - ---
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II N6.AA; 08~409 .' ,'. COMMOND~~~~~~r~rR~~~~:YLVAN'A
!'....-;;.. "I'~":' . -.. - OFFICIAL RICEIPT .' PENNSYLVAt.u..iNHERITANCE AND ESTATE TAX
ACN
1:'1 ASSESSMENT I!'
II CONTROL ...
NUMBER
.
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RECEIVED FROM,
{
AMOUNT
DEVLIN THOMAS M ESQ
180! MARKET ST
101
.4,000.00
CAMP HILL, PA 17011
ESTATE INfORMATION,
r:t fl NUMBER
III el-199~-0739
!'I NAME Of OECEDENT (LAST)
~ DEPUGH STEWART R
II DATE Of PAYI>\ENT
m POSTMAR E
COUNTY
CUMBERLAND
DATE Of DEATH
SSN Ib~-lb-99bl
(fiRST) IMII
REGISTER OF WILLS
m TOTAL AMOUNT PAID .4 ,000.00
PB
RECEIVED BY m ^ .11~'{l.u,.M;. /'!k./
~'iiaN v /[
MARY C. LEWIS /)'~<<~/J l-
REGISTER OF WILLS
REMARKS
DENISE SKELLY
SEAL
CHECK4t 4
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COMMOUWfAlTH Of PfNNiYlYANIA
Dl,ARlMlNT 0' R\YINUr
Dl'T. '1060
.ttAItItISlURO 'A 171'1.0601
/5-- Si-.},
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
2195-0739
COUNTY CODE 1995 YEAR 0_0739 NUMBER
..1\'mll.n....lll,91)
.01 DAn, O' DIATH AmI 12/~T1~1 CHICK Hili
I' A "OU'AL
POVIITYCRlDIT.. CLAIMID 0 .
fill NUMBII
I. R.al E.tal. Isch.dul. AI I 11
2, Stack. and Band. Isch.dul. B) I 2)
3. ClolOly H.ld stacklPartn.nhlp Inl....llsch.dul. CJ I 3)
4. Martgagll and, Naill Rec.l.abl'15ch.dul. D) I 4)
5. Ca.h, Bonk D'po.ll. & MI".lIan.au. P.nanal Prap..lyl 5)
Iscn.dul. E)
6. Jolnlly Own.d Prop.rty (Sch.dul. F) I 6)
7. Tran.I... (Sch.dul. G) (5ch.dul. LI I 7)
8. Tolol Gro.. A...t. ('alalllnll 1.7)
9. Fun..al Exp.n..., Admlnl.lrall.. Ca.I., Mlsc.llan.ou. I 9) 11, 308 .76
Exp.n'" (Sch.dul. HI .
10. D.b", Mor'gag. L1ablllllll, L1.n'ISch.dul. II (101
II. Total D.ducllon. (Iotalllnll 9 & 101
12. N.I Valu. 01 E.tol'llIn. 8 mlnu.lln. 111
13. Charllabl. and Go...nm.ntol B'qullt. (Sch.dul. J)
14. N.t Valu. Sub.ct to Tax (IIn. 12 mlnu.lln. 13
15. Amount of line 1.4 laxable at 6% rat.
Ilnclud. volulI f,om 5ch.dul. K or sch.dul. M.)
16. Amounl 01 IIn. 14laxabl. at 15% ral.
Ilnclud. volulI f,om 5ch.dul. K a, sch.dul. M.l
17, Principal laxdu. IAdd lax from IIn. IS and Irom IIn. 16.1
18. Credit I Spoulal Poverty Credit Prior Payments Dlscounl
+4,000.00 + 177.51
19. If IIn. 10 I. greal.. Ihan IIn. 17, .nt"lh. dlll...nco on IIn. 19. Th"" Ih. OVERPAYMENT.
m[!9
20. If IIn. 171. greol..lhan IIn. 18, .nt"lh. dlll.renco on IIn. 20. Thl." Ih. TAX DUE.
A. Enter the tnlerl,1 on thl balance due on IIn. 20A.
B. Enlor the 10101 of IIni 20 and 2010 on IIn. 20B. Thl. I. tho OALANCE DUE.
Mak. Check Payabl. to. R.glat.. of Willa, Ag.nt
..... ;,:...... 8E,SUn,TO.'ANSWIJl.l'ALLI,QUISTIONS'ONREVERSI510& AND,TO RECHICK MATH"'''',] ... ..' ,.,;',
UfldrH punallles of perjury, I declar. that I hove e.ltamlnld thl. r'lurn, IncludIng accompanying schedule. and Ilotemenl., and 10 Ihe bell of my ~nawl.dg. and belio',
II n trUll, corrocl and camplell. J d.c1are Ihot 011 real IItore hal been repart.d ollru. market value. Olclaratlon of pr.parer alh,r tho_n ,h. plnanol ropte.entotive II
bCloJ on 011 Information of which r.parer has an ~nowJedge.
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1532 McCormick
Mcchanicsburg,
Cumberland
Drive
PA 17055
DePugh, Stewart R.
I
165-16-9961 09/17/95
11/30/14
COIIIII
Rl I. Original R.turn
o 4. L1mlt.d E.lal.
Rl 6. Dec.d.nt DI.d T..talO
(Allach co y of Will
ALI.'CORRESPQNDENCI~NQ"
"
o 3. R.malndor R.turn
Ifa, dol II 01 d.alh prior to 12.13.82)
o 5. F.doral E.lal. Tax
Refurn Rlqulred
_ 8. Tolal Number of Sofa Depasll SOUl
o 2. 5upplem.nlol R.lurn
o 040. Future Intlrest Campromhe
lIar dolll of dealh aflor 12.12.82)
o 7. Deced.n' Maintained 0 living Trust
Anach co of Trult)
N ID. Tl L,TAXiINFORMATION,SHOULo,8E DIRECT&DiTOI, . , .
M
1802 Market Street
Camp lIi11, PII 2~011
3':', ~
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'~rjit~'.:.;'.
Thoma& M.. Devlin, Esq.
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730-9878
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64,259.00
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6,220.00
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Estate of Stewart R. Oepugh
File Number 2195-0739
~:
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v') IN THE
APPROPRIATE BLOCKS.
1. Old decedent make 0 transfsr and:
o. retain the use or income of the property transfsrred, .......................................
b. retain the right to dssignate who shall use the propsrty transferred or its income,
. .. t t
c. retain a reversionary In eres or ....................................................................
d. receive ths promise for life of oither payments, benefits or care? ....................,..
2, If death occurred on or before December 12, 1982, did dscedent within two years
preceding death transfer propsrty wilhout receiving adequate con5iderationi If death
occurred aftsr Oecembsr 12, 1982, did dscedent transfer property within one year of
death without receiving adequate considerationV ......,.........................................,
3. Did decedent own on 'in trust for' bank account at his or her deathL,......,...........,
.YEL.t!o
x
x
x
x
x
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.
.
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COMMONWfAllH 0' PfNNlYlVANIA,
INHUITAN(1 'AX IUUIN
.IIIDrN' DEcrOINf
ESTATE or
SCHEDULE B
STOCKS AND BONDS
stewart R. oepugh
FILE NUMBER
2195-0739
(All plOportV 10lntlVoOwnod with Right of Su",lvolfhlp mu.1 bo dl.do.od on Schodulo F.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
I.
Series E, series EE and Series HH Bonds jointly held
with Denise DePugh Kelly - See Exhibit B-1
Stocks - See Exhibit B-2
30,791.16
33,467.36
2.
}-
TOTAL (AI.o onlo, on IIno 2, Roco 11.lollonl
(II mora .pace I. n..dad, In..rt additional .h..,. 01 .oma ,ize,)
564,259.00
ESTATE OF STEWART R. DePUGH
EXHIBIT B-1 (BONDS)
Held by Decedent or Denise DePugh Kelly:
(0 of D)
(0 of D) Interest
TypA/DAte .E/U:fl Nnmher VAlue EArned
Series E 500 1 2,264.80 1,889.80
04/03/69 500 2 2.264.80 1.889.80
subtotal 4,529.60 3,779.60
04/03/69 1000 1 4,529.60 1,889.80
1000 2 4,529.60 1,889.80
1000 3 4,529.60 1,889.80
1000 4 4,529.60 1,889.80
1000 5 4.529.60 1. 889.80
subtotal 22,648.00 9,449.00
Series EE 500 1 409.20 159.20
04/28/87
Subtotal 409.20 159.20
05/22/87 500 1 409.20 159.20
500 2 409.20 1 59.20
Subtotal 818.40 318.40
06/01/87 500 1 409.20 159.20
500 2 409.20 1 59.20
Subtotal 818.40 318.40
08/06/87 500 1 409.20 159.20
500 2 409.20 159.20
500 3 409.20 159.20
500 4 409.20 159.20
subtotal 1,636.80 636.80
09/02/87 500 1 409.20 159.20
500 2 409.20 159.20
500 3 409.20 159.20
500 4 409.20 '59.20
'Subtotal 1,636.80 636.80
11/11/87 500 1 396.80 146.80
500 2 396.80 146.80
500 3 396.80 146.80
500 4 396.80 146.80
500 5 396.80 146.80
500 6 396.80 146.80
_._,_~_._''''''""....".,", ,;5"';:" _ -. ",,-,,'~-'
'.,'.......,
i
..- .....;;...-............-......-...,.....
.-,'....-' .~ .-...
500 7 396.80 146.80
500 8 396.80 146.80
500 9 396.80 146.80
500 10 396.80 146.80
500 11 396,80 146.80
500 12 JQ6.80 146.80
subtotal 4,761.60 1,761. 60
07/11/88 500 1 384.80 134.80
500 2 384.80 134.80
500 3 384.80 134.80
500 4 J84.80 134.80
Subtotal 1,539.20 1,617.60
01/23/89 1000 1 734.40 234.40
1000 2 734.40 234.40
1000 3 734.40 234.40
1000 4 734.40 234.40
1000 5 734.40 234.40
1000 6 734.40 234.40
1000 7 734.40 234.40
1000 8 734.40 234.40
1000 9 734.40 '34.40
Subtotal 6,609.60 2,109.60
02/06/89 200 1 146.88 46.88
200 2 146.88 46.88
200 3 146.88 46.88
200 4 146.88 46.88
Subtotal 587.52 187.52
03/08/89 500 1 367.20 117.20
500 2 367.20 117.20
500 3 367.20 117.20
500 4 367.'0 117.20
Subtotal 1,468.80 468.80
04/06/89 500 1 361.80 111.80
500 2 361. 80 111. 80
500 3 361.80 111. 80
500 4 361.80 1" . 80
Subtotal 1,447.20 447.20
07/06/89 500 1 357.00 107.00
500 2 357.00 107.00
500 3 357.00 107.00
500 4 357.00 107.00
Subtotal 1,428.00 428.00
.
Series HH 1000 1
11/06/84 1000 2
06/16/87 500 1
500 2
500 3
500 4
Subtotal $ 4,000.00
02/21/89 500 1
500 2
500 3
500 4
500 5
500 6
Subtotal $ 3,000.00
Held by Denise DePugh Kelly or Deoedent:
(D of 0)
(0 of 0) Interest
Type/Dab'! .Ea!:a NlImhRr Vallie EarnRd
Series EE 500 1 357.00 107.00
05/04/89 500 2 357.00 107.00
500 3 357.00 107.00
500 4 357,00 '07.00
Subtotal 1,428.00 428.00
06/05/89 500 1 357.00 107.00
500 2 357.00 107.00
500 3 357.00 107.00
500 4 357.00 ] 07 . 00
Subtotal 1,428.00 428.00
10/06/89 500 1 346.80 96.80
500 2 346.80 96.80
500 3 346.80 96.80
500 4 346.80 96.80
Subtotal 1,387.20 387.20
Total
Value in Estate (1/2 jointly held)
$61/582.32
$30,791.16
ESTATE OF STEWART R. DePUGH
EXHIBIT B-2
Stocks
1. Lord Abbett (Affiliated Fund)
Shares - 444.656
Per shares value - $12.18
2. AT&T
Shares - 13
Per shares value - $58.25
3. Alliance Growth
Shares - 157
Per shares value - $2.76
4. CIPSCO
Shares - 66
Per shares value - $33.75
5. Empire District Elections
Shares - 24
Per shares value - $18.37 or 18 3/8
6. General Public Utilities
Shares - 32
Per shares value - 29 1/8 or $29.12
7. Penna Enterprises Inc.
Shares - 17
Per shares value - $34.25
8. PECO Energy Co.
Shares - 4
Per shares value - $26.16
9. Rochester Gas and Electric
Shares -
Per shares value -
10. Sentinel Common stock
Shares - 25.279
Per shares value - $33.93
11. Vanguard/Wellington Fund
Shares - 177
Per shares value - $23.91
DAtI'! of DI'!Ath VAlli"
$ 5,415.!J1
757.25
433.:12
2,227.50
440.[18
931. 114
582.25
104.1;4
117,!iO
857. ~'2
4,232.07
12. Witco Corp.
Shares - 226
Per shares value - $34.50
7,797.00
13. Keystone Investments
Acct 46-6001361904 - 5 @ $4.39
Acct 47-6001361904 - 407.91 @ $10.51
Acct 49-6001361904 - 140 @ $24.01
7,670./16
14. ARMCO, Inc.
Shares - 76
Per shares value - $6.50
507.00
15. Clearfield & Mahoning Railway 612.00
Corporate Trust (CRFD)
Agent Wilmington Trust
1100 North Market Street
Wilmington, DE 19690
(30'2) 651-1266
Shares - 36
Per shares value estimate - $17 (According to
a Merrill Lynch Broker this stock is still
listed as active but has not traded since
March 1, 1963, at which time it traded at a
low of $17.00 a share no closing value available.)
We have used the $17.00 as the last known quote
prior to decedent's date of death.
16. Allegheny & Western (AWRY) 760.00
Agent Wilmington Trust
1100 North Market street
Wilmington, DE 19690
(302) 651-1266
Shares - 12
Per shares value estimate - $65 (According
to a Merrill Lynch Broker this stock is still
listed as active but has not traded since
March 1, 1966, at which time it traded at a low
of $65 a share no closing value available.) We
have used the $65 as the last known quote prior
to decedent's date of death
Total Value
$33,467.31;
1.V.1JOt... ,1I1J
'*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
,
COMMONwrAUH 0' PENNSYLVANIA
INHIIITANCI TAX InUIN
IIIIDINT DlelDINT
~
OF
~-
stewart R. DePugh
IAU pr'perty lolntly.own,d with tho Righi .f Iurvlv.,.hlp mUll h. dlscl'l.d on Sch.dul. '1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Motor Vehicle: 1985 Caprie Chevrolet
1,000.00
2.
Bank Account: PNC Bank
424.97
3.
Cash Gift to daughter Denise DePugh Kelly
Gifted 08/11/95
4,694.99
4.
Miscellaneous personalty: Watch and old used
clothing
100.00
c
S 6,220.00
IAllath addlllanal8Vl1" )( II" .h....lf more tpoco II n..d.d,l
..,_.;,'-;''''.,'"-~*,:--~~
I'VISOtfl'II'UI
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fll., 1'1 ~C\
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COMMONWEAltH 0' 'ENNSYlVANIA
INHunANCE tAX .nUlN
.(IIDENt OECEDENf
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
FILE NUMOER
2195-0739
stewart R. DePugh
Joint t.nonll.l,
NAME
A. Denise DePugh Kelly
ADDRESS
1532 McCormick Drive
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
Jolntly.own.d prop.rly.
ITEM LEnER DATE i I DECO'S I DOLLAR VALUE OF
FOR TOTAL VALUE
NUMOEI JOINT MADE DESCRIPTION OF PROPERTY I OF ASSET
TENANT JOINT ~ i % INT. DECEDENT'S INTEREST
, 1. A. U.S. Bonds Series E, EE . !
!
and HH (See Schedule B i Already totale
and its Exhibits) I on Schedule B
,
i
!
! i
I
,
i
!
!
.
.. I
TOTAL (Aho enler on line 6. Recopltulotlon) S -0-
d
-1
(If man, space is n..ded inlert additional sherh of Jaml Ji,,,}
lI'l-UIII.. 1'.11,
ITEM
NUMBER
A.
B.
A.
C.
1.
2.
3.
A.
5.
6.
7.
8.
,
..__.--._-"".........."~ --
.;~
COMMONWU,UH 0' 'lNN5YLVANIA
INHlRlTANCl TAil U'UIt4
Rl5IDlN'DlClDlN'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.o P,lnt ar T 0
Stewart R. DePugh
2195-0739
DESCRIPTION
AMOUNT
1.
2.
3.
4.
5.
6.
7.
8.
Funeral bpon....
Open Grave
Stone
Minister
Mourners Luncheon
Urn
Death Certificates
Certified Receipts - Stock Transfer
Funeral Flowers
Admlnl.trallvo Ca.III
Persanul Rep,e.enlall.e Camml..lon.
Soclol Securlly Number of Personal Reprelenlollvol
Veor Comml..lon. paid
100.00
101.00
35.00
423.10
85.00
40.00
29.38
58.30
1,
2.
AllorneyFee. (4% plus hourly rate tax preparation $750.00)
3,569.16
3.
Family Exempllon
Clolmonl Denise DePugh Kell~elollon.hlp
Add",.. of Clalmont 01 docodon.'. dooth
1532 McCormick Drive
2,000.00
Daughter
51"'0' Addro..
Clly Mechanicsburg
51010 P A
Zip Codo
17055
Probolo Foo. Register of Wills $121. 00 1 Death Notices
$91.821 Register of Wills Tax filing $151 Letters $30
MI.coUanoou. bponll"
Decedent's School Taxes
257.82
11.00
Federal Income Taxes - Decedent's final return
4,532.00
State Income Taxes - Decedent's final return
67.00
TOTAL (Alia onlo, on IIno 9, Rocopllulollon)
(II mall .paco I. nlldod, Inll" additional .hllt. af .am. ".0.)
5 11,308.76
,-~-
IIV.UIJII.!f"1
!~..~.~
'!:>W'
COIrllIrllONWIAUH Of .INfdYlVANIA
IHHI.IIAHel .AI .nUIN
.nlp'N' enlD'N'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FlU NUMBER
2195-0739
Stewart R. DePugh
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
I.
A. TallGbl. B.qU""1
Denise DePugh Kelly
Daughter
100\
Sole Heir
ITEM
NUMOER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Cioyernmental Bequelhl
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo ent., on line 13, Recapltulollon)
(If more .pac. I. n..d.d, In..rt addltlonal.h..t. of .am. .11e)
s -0-
"
"'- -...~-'..'"'._'''
I, STEWART R. DePUGH, of Lower Providence Townlhlp,
I MontBomery County, Pennaylvania, bainB of lound mind, malllllry and
lunderatandinB, do make, publilh and declare thie aa and for my
Lalt Will and Teatoment, hereby revokinB any and all Wll11 by ma at
any tlma heretofore mada.
ITEM 11 1 order and direct my executrlx hereinafter
nomed to pay all of my juat debts and the expenlel of my funeral
aa aoon aa the lame can conveniently be done after my deceal..
,
I;
ITEM 111 All the roet, relidue and remainder of my
eat.te, of whateoever kind and whereloever lituate, whether real,
peraonal or mixed, I Blve, devlse and bequeath to my dauBhter,
DENISE ANN DePUGH KELLY, of Germantown, Pennaylvania, providlnB
that she shall survive me. In the event that my dauBhter, Deniae
Ann DePugh Kelly shall predeceale ma leavinB issue, I Bive, devia.
!i and bequeath all the reet, residue and remainder of my estate, of
llwhataoever klnd and wheresoever situate, whether real, psrsonal or
I!
I
II mix.d, to the ileus of my said dauBhter in equal aharel, share and
I share allke, per stirpes and not per capita. In the event that my
I dauBhter, Denise Ann DePuBh Kelly should predeceaae me without
I isaue, 1 Blve, devise and bequeath all the rest, residue and re-
! mainder of my estate, of whataoever kind and wheresoever lituate,
whether real, peraonal or mixed in equal sharel to my liltera,
LaRue DePuBh O'Neill and Vl01et DePuBh Kindy, Ihare end share
alike.
ITEM 1111 1 direct that any portion 01' share of my
,
:I estate falllnB to any minor ehall be retained by my executrix in
Ii trust, to appl~ such parts of the income and principal thereof
II
II
I
-1-
in I
I
I
I
.. ...,..- V"'_~<W.... _"..
... ....
II
"
11
'I
I
the eole dl.cr.tion of my ex.cutor .. may b. n.c....ry for the
minor'a malntenance, .ducatlon and medical car., and .ny b.lanc.
'i rllllllnlng ln the hand. of my .xecutor .hall b. pdd to the minor
upon att.lnlng the .g. of tw.nty-one y..r.. I dlr.ct that .uch
p.yment. for maint.n.nc., educ.tlon .nd ....dic.l car. .h.ll b. mad.
wlthout th. lnt.rventlon of . guardlan, .nd the r.cdpt of .uch
p.raon .. may b. e.l.ct.d by my .xecutor to dl.bur.. the .ame
.hall b. . .uffici.nt .cqultt.nce.
ITEM IV:
I dlr.ct thet ell leg.ci.. and .11 .h.r..
I.nd lnt.rllta in my IIt.te, wh.ther principal or incllllle, whUe in
the hand. of my executor, .hall not be .ubject to .tt.chment,
I .xecutlon or ..que.tr.tion for any debt, contr.ct, obllg.tlon or
.
I! 11.bl11ty of any leg.tea or b.neficlary, .nd .hall not be .ubj.ct
!I to pledge, auignmant, convey.nce or anticip.tlon, .nd the per. one
II recelpt by auch legatee or b.n.ficlery .hall be the .ufficlant .nd
only dl.ch.rge of my ex.cutor.
ITEM VI
I .uthorize .nd empow.r my .x.cutor h.reinaft r
I
,
II ::d:r f::s:::b::::t t:f .::1 d:::. o:r .::r o:n:yp::::s:.::t:~:htT
publlc or privste aale, for ouch prices and upon .uch t.rms s. to I
c.sh and credit ae it may deem beat, and to execute deeds of con-
veyanc. thereof, without llabil1ty on the part of the purcha.ero
I to ... to the .pplicatlon of the purchas. money.. Thi. power .h.ll
I not b. constru.d to work a converaion of my real ..t.te, unl... an
\,
untl1 the power is actually exercleod, nor .h.ll thi. power be
I' construed to .xtend the lien of debt..
II
I -2-
I
''l.,
,.,........
\
"
LASTLY I I nomin.t.. con.tltut. and .ppoint my d.uaht.r
DENISE ANN D.PUGH KELLY. Ex.cutrlx of thl. my La.t Wl11 and T..t.-
mant .nd I dlr.ct th.t .h. .h.ll not be r.qulr.d to ent.r ..curlty
I in .ny jurl.dlotlon ln whlch .h. may .ct. In the .v.nt th.t my
l!d.uahter.Deni.. Ann DePuah K.lly. .h.ll pred.c.... me or .h.ll for
.ny oth.r r...on b. unable to .ct. I nomin.te. con.tltut. .nd .p_
P.M.ylv.n ..
polnt CONTINENTAL BANK AND TRUST COKI'AIIY. of Norrhtown.
I
,.. my executor. to .ct in her pl.ce and .te.d.
I
IN WITNESS WHEREOF.
18th
I have h.reunto ..t ..y hand and
ii ...1 Chi.
d.y of
July
. 1966.
:1
'I
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/./ Stew.rt R. DaPuah
Slgned. ...led. publl.hed and d.cl.r.d by STEWART R.
II DePUGII. the .bove named te.t.tor. as and for hh La.t W1l1 and
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IiTeet....nt. in the pre.ence of u.. who .t hie requ..t. in hh pre-
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reenc. .nd in the pre.enc. of e.ch other. ell belng prellnt .t the
I..... tlme. have hereunto .ub.crlbed our name. .. wltne.....
/./Wl11i... F.Fox
NIIDS
317
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Addr... ' .,
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Vernice M. PURh
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RlV-1547 lX AFP 112-95*
CDHMDHWEALTH OF PENNSYLVANIA
DEPAAlHENT Of REVENUE
IUREAU OF INDIVIDUAL IA)lES
DEPT. UD6Dl .
ItARAISIURG. PA 11UI-0601
ESTATE. OF DEPUGH STEWAR FILE NO.
DAn OF DlATH 09-17-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YDUR TAX
PAYNENT TD THE REGISTER OF WILLS. NAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
, REMIT PAYMENT TO:
HOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWAHCE GR DISALLOWANCE
DF SEDUCTIDHS AND ASSESSNENT OF TAX
ACN
101
DATE
09-02-96
THOMAS M DEVLIN ESQ
1002 MARKET ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Allou"t R."tttad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiifY:isf'-i-Ex-Aiip-nY:9ifi-iloi'IcEnciTYNHEiiifANcE-YAi("iippjiiiisEHiil:r.--ALLOWAiicE-OJi-mm.n.-nu-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
STEWART R FILE NO. 21 95-0739 ACN 101
TAx RETURN WASI I I ACCEPTED AS FILED I XI CHANGED SEE
ESTATE OF DEPUGH
DATE
ATTACHED
09-02-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedule A) III .00
2. Stock. and Bond. (Schedule 8) 121 64,259.00
'S. Clo..ly Hald stock/Partnership tntar..t (Schedul. CJ ISl .00
4. Hortaagal/Hot.. Receivable (Schedule DJ 141 .00
S. C..h/Bank Deposita/Hiac, Parlonal Property (Schedule E) 151 6.220.00
6. JointlY Owned Property I$ch.dul. fJ (61_ .00
7. Transfara (Schedule OJ 171 .00
B. Tot.l Allab 181 70,479.bO
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,800.76
9. Fu".~.l Expan.../Ad.. Co,t,/Hllc. Expans.. (Schedule H) 19)
10. Debta/Ho'rtgaa. LlablUtlu/Uana (Schedule Il eta) .00
11. Total DaducUons (11)>
12. Nat Vdua of ra)C'R.turn 112)
13. CharUabla/Govarnllanhl Oaquuh CSchadula J) (15)
14. Nat Value of E.t.t. Subjeot to rax (14)
NOTE: If an assassmant WS8 issued praviouslY, lines 14, 15 and/or 16, 17 8nd 10 will
. reflect figures that include the total of ahh returns asses8ed to dete.
ASSESSMlNT OF TAX:
15. A.ount of Linl 14
lL. Anount of Lin. 14
17. AMount of Lin. 14
18. Principal raK Dua
TAX CREDITS:
PAYNENT
DATE
12-13-95
l?nnn 76
57,670.24
.00
57,670.24
at Spou..l rat.
taxabla .t Lin..l/CI... A rat.
taxabla at Collateral/Cl... Brat.
1151
1161
(17)
.00
57,670.24
.00
x .00=
X .06.
X .15.
U81
.00
3.460.22
.00
3,460.22
RECEIPT
NUNBER
AAOS2409
DISCDUNT It I
INTEREST (-I
173.01
4,000.00
ANGUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,173.01
712.79CR
,00
,712.79CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FGR CALCULATION GF ADDITIONAL INTEREST.
IF TOTAL SUE IS LESS THAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" fCR), YOU HAY BE DUE
A REFUND. SEE REVERSE SISE OF THIS FbRN FOR INSTRUCTIONS. I
-.
~.~ ...... ." '., ..~ - .
~
,
,
.. COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
IURIAU OP INDIVIDUAL TAXIS
DEPT. 210601
HARRISBURG. PI. 17121.D6Ql
DECEDENT'S NAME
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
.ly.U".......
filE NUMIER
Stewert DePUllh
AN
101
SCHIDULI
ITIM
NO.
EXPLANATION OF CHANGES
1\
B-3
!,er. ;;ecL1on.~!2.1. of. 199.4. "ct, "Uect IVI! .JllnuRrY ,3Q,.JJlcl~. thILCa!DUY. .....-.
exellptlon waa llllended lncrl'aalna the waount of tho c1Ah. froa $2,000 to
... ~3 ,5.QO.. .. ............'.''''''
.. .__. ~ __.~ . - .__..~.. _.' _~.____. ~_ ._._~._ .0'-. ..__....._
_..._ ,___. .____...__ ........_... .. " <_ ..__'u_
... -.,-....." -.-. ..----" '-'--- .--_...-.~--.._......_...-
. ~..._.._....+ 0'----.- ---- ,.-~--.. --.. -_.-.~. -~. --..-.. .------.~--~_.---.-..-..-.-
,__ __. ._,. __._ .._.'_ _ ._____~~____..__.......... ._. ..... ______. .,.__.'.w.___ ,'.. .....--..-- .-,. --+.- . .--.--.- --'-" .-....----. ..-----..--..- -..-.---
....-_.... .' .-.----".------.- -
.___8______..__._~._... __._,""_ ._._.. _______+_w. .-~.-.>---- ,.-.-...----, .,_.-- ~.__. ~ ~-.~ .~.- .----...-..-..~ -- .--------.--~-.~~-. ... ,..-,"
__ _ ..___~.._8__"~'" _____._~ _._.__ __,~____. __...... _ __._'~ ._..____.~__.._ ~_. .......~....___.._._8_.__. .--.----.... --..---------.. - -- ... - - ----
-., _.._---~-- --~ ..-~-. ..---~._---_.. ---.---..--- .~,----"-- -.-.....-.--' _._--~-,...--- ..-...---.---.--..-----...------..- ---- .- --
._ __.___'!-..-.. p' ";'t--.--.~.,~ --,. .--- ...... ,-~.--'. - -_.. - ~--.--- ~-.------ ""- ...,..;.- .... --- ...--. .'-,-. ,.--.. .......-----...-.----- - --------. -- - .,---
_ __~____~_. .___.. .~,._ __',_' "..._~. .....".~... .....__._ .____ __.".,~.... . ~ ___.4 __ ___.______.. -_.~ -.-...-~--.,,-'-..- .-----------.- -~ - - - --.-
_______ .___. .__ .._.+_._~_ ..._ .__._~ + ,._ __~. _._,," ~~__~.~..__~.. _. _ ___ .__~ ~ ____.___~_~__~___.~_ _.__~..._____~_A_ ___~ ~.._~__._ +.
.....,----_.~-._~--- --.- --., ---.... --~..+~----
-~_.~.,..._-- ..-..,.---,... --- .-.'-.. ....-.---^" .....-->--.-. ~---------_..._-_.^..__.~-_. .-
...-,- -...--_. ....--.-- +_.--_. --.
. _. ._. _ _ .~__,_ . .~_.+ v..__... ,_,,__"__H~ -.- ..-
. _~_"" _~~.~ ,. v.",,__,~__,,_,"~___'
TAX EXAMINER,
Lawrence Szolloev
PAGE
/)~.<)1- ~
BUREAU OF INDIVIDUAL TAXES
INHERllAHCE 'All DIVISION
DEPf. lUUI
HARRISBURG, PA 17"..0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~
*'
In-utili'" In.',,
THOMAS M DEVLIN
1002 MARKET ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-23-96
DE PUGH
09-17-95
21 95-0739
CUMBERLAND
101
Allount R...itted
STEWART
ESQ
PA 17011
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To lnlur. proper credit to your account, lublllt the upper portion of thl. for. with your t.x pay...nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEV:iljiWEX-AFi'--lo3':Urmmliii.--iNHEIi'i'fA'Nc'E-;:iiif-s'i'iifEH'E-N'T-oF'-li'i:couii'fnjiilimnmmmmm-
ESTATE OF DEPUGH STEWART R FILE ND.21 95-0739 ACN IDl DATE 09-23-96
TNIS STATENENT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACN IN THE HAHED ESTATE. SHOWN BELOW
IS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT, 08-26-96
PRINCIPAL TAX DUE. ._..__,_,__....,..._.
3.460.22
PAVMENTS (TAX CREDITS).
PAVMENT
DATE
12-13-95
09-06-96
RECEIPT
NUMBER
AA002409
REFUND
DISCOUNT (+)
INTEREST (-)
173.01
.00
AMOUNT PAID
4,000.00
712.79-
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TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,460.22
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATIDH OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN fl,
NO PAYNEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU HAY BE DUE A REFUHD. SEE REVERSE SIDE OF THIS FORN FSR INSTRUCTIOHS.
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STATUS REPORT UNDER RULE 6.12
(/
Name of Decedent:
Stewart R. DePuqh
Date of Deathl September 17, 1995
Will No.
1995-00739
2195-0739
Admin. No.
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 estatel
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 No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an ~
account ,informall~ to/the llarties in interest? Yes No V
5~ r~ 14 OIl/V ~h&-"tf.,y.
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.
.~-?~ ;:~
Signature .
77~/J"<--!> /ZI. all!,.... II~
Name (Please type or print)
I g 0).. ;tJJ-YCiliflfa,tlJ-
Address
Datel
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Capacity: Personal Representative
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(MAHI rmf/AM3)