HomeMy WebLinkAbout95-00778
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I)ETlTION "'OI~ PlmllA TE and GRANT 01<' LETTE S
t:~/tIt,. IIJ _lAJIU/:6g,._;S__~-k.d Nu. .___~I-=-q_5- 77
ul.", kllllll'" as __.______,____. Tu:
_....________ .._...._______ Regl,ler of Willi for Ihe
____u ...._ _ _ __. ..I}1,.....".")'I. COUUI)' ul' CUMBERLAND In the
SlId,,1 S,.,.",;t,\' No. :;?.tJr;_~?'y..{,-,(_ Comll1ollwellhh of I'elln,ylvanill
The l'ell1luu of Ihe ulldersigued re'l'eellllll}' repre'ellls IluII:
Yuur pell1loller(s), whu Is/me 1/1 )'ears of IIge '" ulder lIulhe)is~cuLcix
luthe 111" will of Ihe IIhll\'edec<'delll, ,hlled I/~y'- ~
lIud codlcil(s) daled _
(\Illle fI,.IC\arll ,,"ih:lllll\flIlW,,'r.. C.IJ. n'lIl1lh:iollUI1. tJl'Olh ur C',"l"\:llIur, elL'.)
f)ecelldelll WIlS domiciled III delllh ill ~Jm6.crlf< nd C~y, Pennsylvania, wilh
I~_. IlIsl flllll~' or prilldlWl residence III --3-"'L-Ll7/l~ ~
~M 1.19 m I?d.!l r' E. A 7?!uwS/1,;o
(11'1 'IH,,",I. llul1lher and 11I11111:iJ1ali~')
DecCljdenl, Ih,ell 7~ )t(rs ofllge, died ~PU- ~ ,19 95,
1I1__..;UALJrU1N.ag, . If: !:; 4.ltJ /. PA nfj ~ .
. EsceplllS I'ullows. decedclll did 11l111l111rr)', Wlls 1101 ~ivoreed IIl1d did nol hllve a child born or adopled
lifter eseeulioll of Ihe will ol'l'ell'l1 for prohale; WIlS 1I01lhe vicllm ofu killing and lVII' never adjudicaled
inCOI11Jl~lcnt: .
Decelldelll UI detllh owned prol'erl)' wilh esll1nllled vulue, "' follow,:
, (ll.doll1icil\ld In I~ ,. AII'P~rsOllU}prOperl)' $ t-f 000. o()
.__,J "'" (ll' nOldlllf1lclled"'in "'I)' ',.l'ersOliitl'prnperlY III Pennsylvania $
(I I' 1101 domiciled In I'u.) I'ersonul properl)' In COUnl)' $;
. >;}llue 01: r.!;ul e,'ale 1r-l'elll\fYlI'lI~a -,-l i <: I J I / '- r. . $ /'t,
,r-,. ,.,r'-"'o,isllbaled us' fortow'l' . .11 r;~ YJfT)l\.J ~~JJ..;;;J---l~Alrl/l.l UJ
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WHEREFORE, pelilloner(sl respecll'ull)' reques1(') lhe prohlllC or lhc InS! will und codicll(s)
preseJt1ed herewllh und lhe g,,"u or lellers_~IC"~,tCI nlenl-cu'y .
. IIC\lal1lt'lltnr)'; mtminl\lrilliOI 1:'.1.11.: rulmlnlmDllon d.h.n.c.I.A.)
therlln.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH OI.'I)ENNSYLVANIA }::IS
COUNT\' OF _CUMBEL1tANL'_
The I'etilinller(s) abn\'e-named swe,n('l '" nffirm(sl lhallhe Sll11emel11' In Ihe foregoing pctillon are
lrue "nd cllneel 10 lhe he" nl' II", kIlO\\lcd~e ulld helieI' of pelilioncr(,) and lhal as personnl represen.
Hlli\'e!') "I' Ihe nhoV(' decedelll I'clilloner(s) will well and mill' administer Ihe e'lUIC according to laIV.
SlIllru III llr nl'nlllled nnd "'I~~ K~J/f~ ~
\ hel'",,' me Ilis. ____1.7_tb _ dn) ';1 I i'
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1..5-(PI-I..3 MMiy LE~IJ.;S ~~/\I{'r E:
No. 21~95-77B
Estale of
WALTER S. SPECK
, Deceased
DECREE 0..' I)IWBATE AND GRANT 0.' LETTERS
AND NOW OCTOBER 1 8 19~, In conslderallon or the petillon on
the reverse side hcreor, smlsraclor)' proar having bccn prcscnlcd berore me,
IT IS DECREED thai the iIlSlrUlllcn1(s) dalcd 11-14-1991
deseribcd therein bc admllled to probatc and n1cd or record as the lasl will or
WALTER S. SPECK
TESTAMENTARY
and Lellers
are hereby granled 10
KATHY R. !,;PF.~K
MARY
, ~. ],,,J
C. LE;(l{u1 . '&1",,::;:.(:'11: 7/'J~U~
FEES
Probate, Lellcrs, E1C. ......,.. $
~~Rl(!ifi"icalCS( 2) . . . . . . . . .. $
RtW.l'neiatlon ................ $
~ \~~rl ~D..-~
^TTORN~Y (Sup, C.. I.D. 1'10.)
c:;;
50.00
~:B8
5.00
orS'
$-18~8X
TOTAL_ $
Filed ... .OCTO.BER . lB.. .1995........
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CALLED PERSONAL REP ON OCTOBER, . 1995.
,;J/, 95- 771
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LAST WILL AND TESTAMENT OF WALTER S. STECK
I, WALTER S. STECK, of the BorouHh of West Fairview,
County of Cumberland and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same oan be conveniently
done, and in this respect, I direct that all estate, inheritance
and sucoession taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed,
shall be paid out of the principal of my general estate to the
same effect as if said taxes were expenses of administration, and
all property includable in my taxable estate, whether or not
passing under this Will, shall be free and clear thereof.
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever
and wheresoever the same may be situate, to my daughter, KATHY
R. STECK, absolutely and unconditionally.
It is my wish however, that my daughter, KATHY R. STECK,
share some of the assets of my estate with her brother, WALTER
S. STECK, JR., in such manner and in such amounts as she may
at her sole discretion determine.
-1-
.-
COHMONWEALTH,~F PENNSYLVANIA
COUNTY OF CUMBERLAND
SS,
1, WALTER S ~ STECK , the t.stat or
whose name ie signed to the stteched or foregoing instrument, having
been duly quel1f1ed according to..law, do horeby acknowledge that 1
signed and executed the Instrument as my Last Will end Testament;
thet 1 eigned it willingly; and that I signed it as my free and volun-
tary act and deed, for the purposes therein contained.
Sworn and affirmed to and acknowledged
WALTER S. STECK , the testlit or
dsy of November , A. D. , 1991.
before me by,....~
,this ; c. I
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Melrbct;f>enrr;y:..1l/l~~.~nol'~,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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Ws, the undersigned, J. ROBERT STAUFFER
ond RUTH ANN FULWIDRR , the witnesses whose names are
signed to the attached or foregoing Instrument, being duly qualified
sccording to law, depuse snd say that we were present and saw the
testetOr , WALTER S. STECK , sign and exe-
cute the instrument as his/~Last Will ond Testament; that the
said teetat or , WALTER S. STECK , exscuted it as
his/bax free and voluntary sct for tho purposes thsrein sxpressed;
that aach of us, in the hearins ond sight of the testat~. signed
the Will as witnesses; and that to the beet of our knowledge, the
testat o~ was, at the time, eighteen (18) or more years of age,
of sound mind, and under no co~straint, duress or undue influence.
"
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Sworn and s!l~cribed to before 1./
me this J'I day of '
NnvAmhA~ 1991.
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SEARS
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SullO 400
Six Nsshamlny Interplex
Troveso. PA 19053
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.JEARS BEARS BEARS SEARs ~
AARS BEARS BEARS SEARs BEARs-
;EJlRS SEARs SEARS SEARs SEARs BEJ
AARS SEARs SEARS SEARs SEARs SEAR$
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InvoIce Involc. Vouoher P.O. Gross Ad'u.._ft' Net
_r Dat. _r ~r R.f....nc. AIIIOUnt AIIIOUnt R AIIlount
ZI "778 11/301" ~~AIH/STECK/R 15.00
HIT , OOO8U.
PHILADELPHIA -CC, PA
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PA 19053
S~AJRlS
14933996
SEARS , 0008414
ATTN: STORE OFFICE
SIX NESHAMINY INTERPLEX
SUITE 500
TREVOSE
Peg. I of I
Vendor Number
Vendor Name
Check Date
REGISTER OF WILLS
11/30/95
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J'OR OATIS 0' DIATH AnlR 12/31191 CHICK HlRl
INHERITANCE TAX RETURN ~o~::~yU~:~DIT IS CLAIMID 0
RESIDENT DECEDENT flU NUMBIR
(TO BE FILED IN DUPLICATE 2t 95 778
WITH REGISTER OF WILLS) COU.N1Y CODE YEAR NUMBER
Ol(lOW ' COMPIIU ADDRUS
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COMMONWEALTH Of PENNSYLVANIA
DEPARtMENT Of REVENUE
DEPT. 280601
HAUISIURO. fA 17128-0601
DrcrDrN' NAME llA . f1U1. AND MIDDlE INI1lAII
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3 West Manor Avenue
Enola, PA
umb..rl..nd
AMOUNT 1l((IIVrD ISU INSTlUCTIONSI
o 3. Remalnd.r Return
(10' da.e. of dealh p,lar 10 12.13.B2)
o 5. F.deral Ellole Tax Relurn Required
.J... 8. Tolal Number 01 Sole Oepollt Bo....
Original Return
limited E.tote
o 2. Supplemental Return
o 4a. Future Inler..t Compromile
('or dol.. 01 deolh oltlr 12.12.82)
o 7. Oecedent Molnlalned 0 living Trult
(Attach cop)' of Tru'll
ALTAX INPORMATlON SHOULD" DIRICTIDTO rrli i.H1:<~''fr)i('';''''l,;",::V(:!'':~'ai;
COM'llU MAlllNG ADDlUS
3528 Brisban Street
Harrisburb, PA 17111
1. Real E.lale (Schedule A)
2. Slack. and Bondi (Schedule B)
3. Clo.ely H.ld Stock/Portner.hlp Inter"l (Schedule C)
4. Mortgag.. and Nol.. R.c.lvable (Sch.dule 0)
5. Calh, Bank Cepollll & MI.c.lloneoul Penonal Propert)'
(Schedule E)
6. Jaln.ly Owned Property (Schedule F)
7. Tran.'e.. (Schedule G) (Schedule l)
8. Tolal Gran An.I' (lotalLlnll 1.7)
9. Funlral bp.n"l, Admlnlltrallve COlli, Mlleelloneou.
Expen... (Schedule HI
10. D.bt., Mortgog. UobIliU.., lien. (Schedule I)
11. Talal Dedudlon.(lolalll... 9 & 10)
12. Net Value of E.lale (Un. 8 mlnul Line 11)
13. Charitable and Governmenlal Bequells (Schedule J)
lA. Net Value Sub.d 10 Tax (Une 12 mlnlu line 13)
15. Spou.al Tranden (for do'.. of d.a,h alter 6.30.941
Se. In.trudlonl for Applicable Percenlage on Reverie (151
Side. (Include volu.. from Schedule K or Schedul. M.)
16. Amoun' of lIn. 141 toxable at 6% role
(Include valuel from Schedule k or Schedule M.)
17. Amount of line 14 laxoble at IS% ra'e
(Include valu.. from Schedule k or Schedule M.I
18. Prlndpal.ox due (Add 10.11. from Un.. 15, 16 and 17.)
19. Credit. Spou.al Poverty Credi' Prior Paymenh DiICount
+ + Aq t;n
20. If Line 191. greol.r Ihan Line 18, enler the dlffer.nce on line 20. Thll II the OVERPAYMENT.
iii 0
21. If line 181l grealer than line 19, enler ,he differenu on Line 21. Thill. the TAX DUE.
A. Enler .he Intar..' on Ihe bolo nee due on line 21 A.
B. Enter Ih. total of lIn. 21 and 21 A on line 21 B. Thl. I. Ihe BALANCE DUE.
Make Check Pavoble tor Regl.ter of WIII" Agent
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IXl 6,
OIC.dent DI.d T.llale
(A"ach copy a' Will)
'AND:CONPlDI
(I)
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(3)
(A)
(51
40.000.00
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(61
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(B)
49.ROO.00
NAM'
561-1939
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7.407.50
(101
25,858.13
(11)
(121
(13)
(lA)
33.265.63
16,534.37
16.534.37
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1161
16,534.37
)( .06 .
Q92.06
(171
)( ,IS.
(1 B)
Inlerelt
(19)
(20)
(dQ tin)
Check here if you orc fcquesljng a ru'und af your overpayment.
942.46
(21)
(21A)
(21B)
942.46
. ',T" liE SURI TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH, :'~,'\i""
Under p.nalti.. of p.rlur)', I declare ,hol I hove examined ,hi. relurn, Including occompanylng IChedul.. and IIalemenh, and fa the bill of m)' knowledge ond belief,
1111 'rue, correct and complefe. I d.c1ore Ihat 011 r.ol Illole hot been reported at Irue market value. Declaration of prlparer other thon Ihe perianal repre..nlatlve II
baled on alllnformollon of which reparer hOl on knowledge.
'I N un 'fl~lU' 'lilt 'Ol lUNG RfTURN ADOREU DAn "":) 1:'--
{<... I.?! -IS' 9.:::.
,IGNA1Ul( REMln OTHn THAN U'USfNTA1IVE OAn_ /_ _
r'./- 4' ~~ J>r.l.1' .(7"..,;<_ VI ~ ~ /7/// l)j/f"LlJ_
Act '48 of 1994 provide. for the reduction of the tax rate. Impo.ed on the net value of tran.fer. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the lIatute will be:
e 3% (.03) will be applicable for e.tate. of decedent. dVlng on or after 7/1/94 and before 1/1/96
. 2% (.02) will be applicable for ellate. of decedent. dvlng on or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for e.tate. of decedents dying on or after 1/1/97 and before 1/1/98
. Spou.al tronsfe,. occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (".) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer ond:
a. retain the use or income of the properly transferred, .......................................................
b. retain the right to d.slgnate who shall use the properly transferred or Its Income, ...............
c. retain a reverslonory Interest; or ...................................................................................
d. receive the promise for life of either poyments, benefits or core9.......................................
2. If d.ath occurred on or before December 12, 1982, did decedent within two years preceding
deolh tronsfer properly without receiving adequote conslderotlon9 If death occurred after
December 12, 1982, did decedent transfer properly within one year of deolh without receiving
adequate consideration' ..... ................................................ .t.... .................. ... .............. .....
3. Did decedent own an 'in trust for' bank account at his or her d.oth9......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT ~$ PART OF THE RETURN.
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COMMONWEAUH O' PENNSYLVANIA
INHUltANCf TAX UTUIN
IUIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or T I
Walter s. Steck
ITEM
NUMBER
A. Fun.ral Exp.n....
DESCRIPTION
AMOUNT
1.
Musselman Funeral Home
4,415.00
1.
Admlnl.tratlve CO.tll
Penonal Rep","ntotlve Comml..lon.
50dol Security Numblr 01 Plnonol R.p",.enlallve:
Year Comml..lon. paid
WAIVED
B.
2.
Anornoy Fel.
750.00
3.
family EXlmptlon
Claimant Ka thY R. Steck
Rolallon.hlp
Daughtpr
City Enn1r.t
A. Probolo Feo.
C, Mlle.llan.oul Exp.n....
1.
2.
3.
A.
5.
6.
7.
8.
Add",.. 01 Clalmont ot decodonl'. dooth
5t",ot Add",.. 3 West Manor Street
Stole P A
2,000.00
ZlpCodo 17025
242.50
TOTAL (Also enlor on IIno 9, Recopllulollon)
(II mar. .pae. I. n..d.d, Inl.rt additional .hl.tl el .am. .....1
S 7,407.50
LAST WILL AND TESTAI1ENT OF' WAL'l'ER S. STECK
I, WALTER S. STECK, or the Dorough or West Fairview,
Oounty or Oumberland and State of Ponnsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and deolare this my Last Will and Testament.
1.
I direot the payment of all my just debts and funeral
expenBes as soon arter my deoease as the same oan be oonvenientl~
done, and in this respeot, I direot that all estate, inheritanoe
and suooession taxes that may be assessed in oonsequenoe of my
death, of whatevsr nature and by whatever jurisdiotion imposed,
shall be paid out or the prinoipal of my general estate to the
same efreot as if said taxes were expenses of administration, 8111
all property inoludable in my taxable es tate, whe the r or not
passing under this Will, shall be free and olear theroof.
2.
I givs, devise and bequeath all the rest, residue and
remainder of my'estate, real, personal and mixed, whatsoevor
and whsresoever the same may be s i tua ts, to my daughter, Ki\'l'Ir!
R. STECK, absolutely and unoonditionally.
. ,
It' is my wish however; that my daughter, KATIr! R. STECK,
share some of the assets of my estate with her brother, ~/ALTEIl
S. S'l'ECK, JR., in suoh manner and in suoh amounts as she may
at her sole disoretion determine.
.'
DISCOVER@
F/NANCUL SEIII'1CES ClAD
POBOX 8003
HILLIARD OH 43026
January 23, 1996
CUMBERLAND PROTHONOTAR OFFICE
COURTHOUSE
CARLISLE, PA 16335
RE: WALTER S STECK
DISCOVER CARD ACCOUNT NUMBER #601 1 0025 9003 983010
CASE# 21.95.778
To Whom It May Concern:
Please file the enclosed claIm against the above referenced estate. The original has
been sent to the COURT with a copy attached.
If you should have any questions please call 1-800-347.5515 ext. 1004.
Thank you,
Probate Department
NOVUS Services, Inc.
CC: ATTORNEY CHARLES E TETRIE
3528 BRISBAN STREET
HARRISBURG, PA 17111
KATHY R STECK
3 W MANOR AVE
ENOLA, PA 17025
Attorney or ('arty Without Attomey
(Name & Address)
GREENWOOD TRUST COMPANY
C/O NOVUS SERVICES, INC, P OB OX 8003
IIILLlARD 01143026-8003
1.800-347-5515 EXT, 1004
SUPERIOR COURT OF PA COUNTY OF CUMBERLAND
Street Address : COURTHOUSE
Mailing Address
City, State and Zip
For Court Use Only
Filed for approval
Duplicate mailed
Presented to court for
Approval
............................... Date
............................... Date
.............................. Date
: CARLISLE, PA 16335
ESTATE OF(NAME): WALTER S STECK
ACCOUNT NUMBER: 6011002590039830/0
CREDITOR'S CLAIM
CASE NUMBER 21-95-778
DECLARATION OF CLAIMANT
I. Total Amount of the claim: $1652.28
2. Claimant (name): GREENWOOD TRUST COMPANY
a. _an individual
b. _ an individual or entity doing business under the fictitious name of (specify)
c. _ a partnership. The person signing has authority to sign on behalf of the partnership.
d. XX a corporation. The person signing has authority to sign on behalf of the corporation.
Address of claimant (specify): c/o NOVUS SERVICES, INC. P. O. BOX 8003, IDLLlARD. on 43016
I am authorized to make this claim which is justly due or may become due. to my knowledge there are
no offsets or payments that have not been credited.
I declare under penalty of perjury under the laws of the State of Ohio that this creditor claim is true and correct.
Date: January 23, 1996
KIMBERLY BRUSH, UNIT MANAGER
d
............,...........,..............,............".....................
(Type or Print Name and title)
(ltcms 5-10 to bc completed by thc pcrsonal rcpresentativc)
5. Date of issuance of letters: 9. _The representative is authorized to administer the
6. This claim was prescnted on (date): estate under the Indcpendcnt Administration of
7. Estimated value of estate: Estates Act.
8. _ Claim i s allowed for $
_ Claim is rejected for $
...........................................................................
(Signature of Reprcsentative)
(Type or Print Namc and title)
10. _Approved for: $
_ Rejectcd for: $
Date:
II. _ Number of pages attached:
(Signature of _ Judge _ Commissioner
_ Signature follows last attachment
DISCOVER@
f7NANCIAL SERVICES CARD
STATE OF
COUNTY OF
I
) 55
)
OHIO
FRANKLIN
KIMBERLY BRUSH. UNIT MANAGER, personally appeared before me this day, and
after being duly sworn, according to law, upon her oath depose and says:
THAT she Is the Unit Manager for NOVUS SERVICES, INC. And Attorney-in-Fact for
GREENWOOD TRUST COMPANY.
THAT In her capacity as Unit Manager, Affiant has control over and access to all
records regarding the account of this debtor; further that Affiant has personally
Inspected said account and statement regarding the balance due on said account.
These records are kept In the normal course of business and It Is the normal course of
business to keep these records.
THAT the annexed statement of account, In favor of Greenwood Trust Company Is a
true and correct statement and there Is now due and owing to Greenwood Trust
Company, from WALTER S STECK the sum of $1652.28 over and above all legal
offsets.
THAT the attached claim against the estate of the above mentioned Is Just and that all
legal offsets, payments, and credits known to the Affiant have been allowed.
THAT this affidavit Is made on the basis of Affiant's personal knowledge and In support
of Plaintiff's suit on account against said ebtor. ."
Y?"1L-C:~ r-
KIMBERLY SR , UNIT MANAGER
NOVUS SERVICES, IN .
POBOX 8003
HILLIARD OH 43026.8003
1-800-347-5515 EXT. 1004
Sworn to and subscribed before me
this 23 January 1996
~U)t< ,;/<:ltd(1....
Theresa L. Rea, Notary
My commission expires '1' .;1.;1-0('
REF: DISCOVER CARD #6011 002590039830/0
. ~"""""~:~;~"_Yj~~~'.:.:c;c;..,"t"_"!It'",~:.:r-;,:;,~.,__._-";;_\
PLEASE FILE nrrs REPORT WITHIN n.u YFARS OF DATE OF DFAllI RFllARDLESS OF TIlE STA1tIS OF TIlE
ESTATE. IF FSfATE IS NaI' <DtPI.El'FD, FILE A 6.12 FORM YEARLY UNl'IL <n1PLETIOO.
STATUS RBPOR~ UNDER RULE 6.12
Name of Decedentr
Walter S. Steck
Date of Deathr
n"tnb"r 2. 1995__
Will No.
Adm!n. No. 1995-00.778
Pursuant to Rule 6. 12 of the Supl'eme Court Ol'phans'
Court Rules, I report the (ollowing with respect to completion of
the administration o( the above-captioned estater
1. State whether administration ot the estate is compieter
Yes X No__
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completer
J. If the answer to No. 1 is Yes, state the followingr
a. Did the personal representative file a final
account with the Court? Yes No X
b, The separate Orphans' Cuurt No. (if any) for
the personal representative's account isr
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' C,ourt and may be attached to this report.
Dater 12/13/95
~r~~
Signature
(~ I
Charles E. Petrie
Name (Please type or print)
3528 Brisban Street
Harrisburq, PA 17111
Address
C.
I
.L717 I 561-1939
Tel. No.
I.'J
:":)
Cdpacityr
rersonal Representative
-X ,.Counsel for personal
representative
u:
; ~,
, .')
f_Jr)
(MAHlrmt/AMJ)
nW-27
FORM 93-0.C. OIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY I PENNSYL VANIA
ORPHAN'S' COURT DIVISION
11'1 RE: ESTATE
OF
No. 21-95-778
Walter s. Steck
(O.c....d)
!~ ~ :offil
ltI g
en
m " ;g ~.o
~ .
li.:'.' ,,00'
:i . ".. (..t-
o' ~
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CD
CLAlM
To the Oerk of.Orphans' Court Division:
Index and make proper entry In your ollicl.al records of the claim of
Mellon Bank, N.A.
(a.Jmant)
In the amount of S 5,934.07 plus into against the estate of the above named decedent.
nus cl2im is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided a~ 3 W. Manor Ave., Enola, PA 17025
, died 01' October 2
(AdclR..)
19 95
Charles pettrie, Esq., 3528 Brisban st.,
Written notice of this claim was given to
Harrisburg, PA 17111
on
(personal "'I'r,,..ntative. II any, cr counsol) !
April 16
,19~
t
J c ie siegel (Calm.nt) Agent for Claimant
32 W. Lakeside Avenue, suite 200
Cleveland. OH 44111
(C'im.nt's Address)
J
;5 M - 1.1
i
REV-1547 EX AFP (12"951*
CotttQHWEALTH OF PENNSYlYANIA
DEPARlttEN' Of REVENUE:
BUREAU 01 INDIVIDUAL TAXU
DEpt.,..."
HARAIlIURG, Pi 171U"06DJ
ACN 101
NOTICE OF IHHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATI! 04-08-96
S FILE NO.
DATI! OF DEATH 10-02-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHEHT TO THE REGISTER OF WILLS. HAXE CHECX PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAVMENT TOI
CHARLES E PETRIE
3528 BRISBAN ST
HBG PA 17111
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
I '
, .
_t R_ltted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS ~
i({Ii':iii4'j"ix"Aj:ji-nz-.:muiioi"iciuoFuitiiiiiiiTAiici"i"Ax"A'pjiiiA'iiiiHiii:r;"Ai:LoiiAiici"oi""muummu
DISALLDWANCE OF DEDUCTIDNS AND ASSESSMENT DF TAX
ESTATE DF STECK WALTER S FILE ND. 21 95-0778 ACN lDl DATI! 04-08-96
TAX RETURH WAS. I X I ACCEPTED AS FILED
I I CHANGED
RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED aNI ORIGINAL RETURN
1. Raal Eatata ISchedula Al III
Z. stocka ....d Bonda ISchadula BI IZI
S. Clo.al~ Hald Stock/Partnarahlp Intara.t ISchedula CI ISI
~. HartgagellNot.. R.c.lv~l. (Schedul. DJ C~)
s. C..hlB.nk Depoaita/Hllo. Perlonal Prop.rt~ (Schedule EJ eS)
6. JoIntly Owned Property (Schedula FI 161
7. Tranlfa,.a (Schedule OJ (7)
8. Total A...t.
40,OOD.00
.00
.DO
.00
9,800.00
.00
.00
leI
49.BOO.00
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral E~pen.../A~. Co.t.,"llc. ExPen... (Schedule H) C')
10. Dabh/Hcrtgasa Lhbll1Uu/Llanl ISchadule II Ilal 25.B5B.13
11. Total DaductIona 1111
12. N.t Value of Tax Return U2J
15. Charlt.ble/Govern..nt.l Beque.t. (Schedule J) C1S)
14. Nat Valua of E.tata Subjact tc Ta. 1141
NDTE: If Bn Bssessment wss issuBd previouslY, linBs 14, 15 Bnd/or 16, 17 Bnd 18 will
reflect figures that include thB totsl of ALL re~urns BssBssed to dBte.
ASSESSMENT OF TAX:
15. _t of Ll". l~ at Spou.al rata IISI
16. A.ount of Line 14 taMabla .t LineaI/CI... A rat. (16)
17. A.ount of Line 14 taxable at Coll.taraI/CI... 8 rat. (17)
II. Prlnolpal T.. Due
TAX CREDITS:
PAYHENT
DATE
12-15-95
7.407.50
~~.'iil; ii~
16.534.37
.00
16.534.37
.OD X' DO.
16.534.37 X .06.
.00 x.15.
(leI
.00
992.06
.00
992.06
RECEIPT
NUHOER
AAD8Z41
DISCOUNT
INTEREST
It I
1-)
49.60
94Z.46
U10UNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
992.06
.00
.00
.00
. IF PAID AFTER DATE INOICATED. SEE REVERSE
FGR CALCULATION OF ADDITIONAL IHTEREST.
I IF TOTAL DUE IS LESS THAH fl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY IE DUE
A REFUND. SEE REVERSE SlOE OF THIS FDRH FOR lHSTRUCTIOHS.I
-" ..'. .... ....~ ........
\D t::cf
154(1 c;<>
N ,~ <
mil; D- n8
.~~
50 ." \1 1:3
I
"'t) "',' ~ ....~
(~ I,'
[J r:,~ ~!
U'~ ~
a: a: U
REIEAYATtDfh E.t,t.. 0' HeHant. dwlng on Dr bafor. Dee...r 11, 1'12 ... If MY tutun Inhr..t In the ..ht. 11 t.....,.rrad
In po.....lon Dr anJo~t to CI.., . (coll.t.ral) beneflcl.rl.. of the decadent .ft.r thl 'MPlr.tlon of MY ..t.t. far
Ilf. or 'ar W..r., thl C~.lth hereby ..pr...lv r...rv.. the right to ~r.I.. and ...... t.....f.r Inherlt~ T....
.t the l.-'ul Cl... . (coll.t.ral) rat. on InV such future Intlr..t.
PIJlI'OSE Of'
MOTlal To fulflU the requlre.."t. of Section 2140 af the Inherltanc. end Est.t. T.. Act, Act Z2 of 1991. 72 P.S.
Section 2140.
PA\'HEHTI D.tKh thl top portion of thh NoUc. end ....It ..Ith your ~t to thl Aea....r of wU" prlntad on the r..-rl' .1....
--"Ilk. chKk or ....v order p.VMl.. tOl REGISTER: OF MILLS, AGENT
All pap.nh rac.lved lhall first tt. appllH to any Int.r." which uy be .. ..Ith any r...I"r 1IPP1Iad to the tax.
REF1.IUJ (CRU A nfund of . t.. credit, which .... nat r"",dad on the TbI A.tum, "V be r~.tad bV COllPl,Ung an "Appllc.Uon
far R.fund of Penn.vlw."la l~rltancl and E.t.tl T.." (REV-ISIS). Appllcltlon. .r. lVall~11 at the OfficI
of the R-alatlr of Will', anv af thl 2S Alvanua Dl.trlct Offlc.., or bV c.l1lng the specl.l 24-hour
an.werlng ..rvlc. nuablr. for for.' or~rlnal In P~.ylvanl. 1-100-362-2050, out.lde Penn.vlvanl. and
..Ithln local H.rrl.burg .r.. (717) 717-1094, TOOl (717) 71Z-ZZSZ (~Irlng IspllrH Onlv).
OBJECTIONS I Any p.rtv In Intar..t not ..tl.flad with thl ~r.l...-nt, allowanc. or disallowance of deduction., Dr ........nt
of tll. (Including dhcCU'lt Dr Intarllt) .. Ihwn on thh MaUea ...t object within .lxty (60) .v. of rec.lpt of
this HaUc. bYl
..-wrIU"" prot..t to thl PA Depsrt..nt of RIVenua, laIrd af .....h, IMpt. lalGZl, narrhburg, PA
"-.lactlon to h.v. thl ..tt.r eMt.r.lned It audit of thl KCOU"It af thl ,..r.onal raprallf1tatlva,
--appall to the Orphan.. Court.
17121.1121,
O~
O~
AOftIN
ISTRATlVE
CORRfCTJDHSl
Factu.1 arror. discovered on thl. .........,t I'hauld ... addr.uad In writing tal PA Daptrtlllnt of AIVanw,
Bur.au of Individual T...., ATTNI Pa.t A......ant R.view unit, D.pt. Z10601, H.rrllburg, PA 11111-0'01
Phone (117) 717-6505. 5.. p~. S of thl bctc*.lat "Jnltructlon. for IntMrltanc. Ta. A.turn for. Ruldent
Decadent" (AEV-ISOl) for an ..pl~atlon of ~lnl.tratlY.IY corractabl. .rror..
DISCDUHTI
If any tile dUe .Is p.ld ..ithln thr.. (3) c.llndar .-,th. aft.r the dacedant.. death, . flv. parcent (51:) dbcCM1t of
the tu p.ld I. aUDtilltd.
INTEREST I
Intara.t .. chargad tMglMlng with first daw of delinquency, or nine (,) aonth. and OM U) daW froe the dIIt. of
....th, to the data of p.v-nt. r.... which b1c_ dll1nquant befara oJanu.ry 1, I'll beer Intar..t .t the r.t. of
.IK 161:) parc.,..t par ........ calcul.tH .t . d.Uy rat. 0' .0001604. All t.... which bac_ delinquent on and .ft.r
Jenu.rv 1, I'll will blar Int.r..t .t . r.t. which Nlll verv froe Cll~r vear to c.lendar v..r with thet r8t.
WRJUnc:H bv thl PA Dlp.rtsent of A.vanua. TtM appUc.a,11 lnt.r..t rat.. for 1.12 through 1996 aral
~ Int.rut R.t. Dally Int.r..t Factar ~ Int.ra.t A.ta D.ltv Int.ra.t 'actor
1.82 ..X .000~' 1917 OX .000Z47
1.1S I'X .GOOUI 1'11-1991 IIX .Goosn
I'" IIX .000S01 1992 'X .oaOZ47
1.15 IS' .ODas56 .flS-l994 n .GGUU
1.06 lOX . G00274 1"5-1996 'X .OOOZU
--lntar..t 11 c.lcul.ted .. follQtjl'1
IHTEREST " BALAnCE OF TAX UllPAID X NUnBER DF DAYS DELInQUElIT X DAILY INTEREST FACTOR
--Any HoUc. luU4td .ft.r thl t.)C b1coaa. dallnqusnt ..111 ral1Mt an lnt.r..t c.lcul.tlon to flftHf1 U!U daVI
beyond thl data of thl .........,t. If P..,.."t II ..... .ft.,. the Int.r..t CDIIPUtlUon dIIt. Mown on the
Hotlc., additional Int.r..t lU.t be calculatad.