HomeMy WebLinkAbout96-00219
I)ETlTlON FOR PRODA TE and GRANT 01" LETTERS
O1I-Q to -.;JI q
No,
To:
Regisler of Wills for Ihe
, Deceased, County of Cumberland In Ihe
Social Security No. 186-10-8005 Commonweallh of Pennsylvania
The pellllon of the undersigned respectfully rcpresents Ihal:
Your petltioner(s), who Is/arc 18 YCals of agc or older an the execut rix
in the last will of the above decedent, dated Aultunt 30. 1995
and codlcll(s) daled
Estate a/Herbert C. Stell:erwalt
also known os
named
,19_
(state rclevant circumstances, C.B. renunciation, dealh of executor, etc.)
Decedenl wus domiciled al dealh in Cumberland Counly, Pennsylvania, wllh
" last family or principal residence al 1826 Annn Street. New Cumberland
(lil\l "trecL, numher. '''WI), or Uoro.)
Decedent. then-.-J!.~_ l'ears of age, died March 6 , 1996
al Bethany Vil1ar,e, Lower Allen Townnhio. Cumberland County, PA .
Excepl as follows, dccedenl did nol marry, was nol divorced and did nol have a child born or adopled
aHer execution of Ihe will orrered for probale; was notlhe viclim of a killing and was never adJudiealed
Incompelenl:
Decedent al death owned property with estimaled values as follows:
(If domiciled In Pa,) All personal property -
(If not domiciled in Pa.) Personal property in Pennsylvania
(If nol domiciled In Pa.) Personal property in County
Value of real eslale in Pennsylvania
situated as follows:
$ 240,000.00
$
$
$
90,000.00
WHEREFORE, pelitioner(s) respeclfully tern'es~~ \)1e probale of Ihe last will and codlcll(s)
presenled herewith and Ihe granl of letlers e ta nary
(tcslan1C:nlarYi administration c.I.a.; administration d.b.n.c.I...)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 8S
COUNTY OF CUMBERLAND
.,
The petitloner(s) above-named swear(s) or affirm(s) Ihalthe stalemenlsln Ihe foregoing pelilion are
Irue and correcllo Ihe besl of Ihe knowledge and belief of petitioner(s) and Ihal as personal represen-
lative(s) of Ihe above decedent petitioner(s) will well and Iruly administer Ihe eslale according 10 law.
Sworn 10 or affirmed and subscribed { 1LI?1'1'''t~ (;, jJp"'d/UW-tfJ.t+- c"
before me Ihis 11TH day of !J <L-- 0,;'
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, 'rl a
Reglsterf ~
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No. 21 - 96 - 219
~tate of
HERBERT C STEIGERWALT
, Deceased
DECREE OF PROBATE AND GRANT OF LETI'ERS
AND NOW MARCH 12, 19~. in consideration of the petition on
the reverse side hereof. satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dat~d AUGUST 3D, 1995
described therein be admitted tOj1robate and filed or record as the last will of
HERBERT C STEIGERWALT
and Lelters TESTAMENTARY
are hereby granted to NANCY C STE IGERWAL T
FEES
Probate. Lelters. Etc. .,.,..,., S 305.00
Short Certiflcatcs(6) .... .. . ... S 18.00
RelJ.unclalion ................ S
X-pages S 9. UU
JCP 5.66
TOTAL _ S 337, no
FlIed ..... .~~~.~. g... m,~,...........
.
R.a!llcr or Will.
MARY C. LEWIS
/JtiJjhrwl' a.~J/WI R~
A1TORNEY p, Q, I,D, No.)
..J....or; I 7'YlLL.st.
ADDRESS
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PHONE
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Mailed letters and order to Executrix on 3-13-96.
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Alda Haverstock
309 s~8erwa~Ho110w Roa , Haw Cumberland, PA 17070
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1996 Ht. Olivet Cemetery' , . Hew Cumberland, PA 17070
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FO 012342-L Stone&HurrayFH408 3rd St HewCumberland,PA 17070
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LAST WILL AND TESTAMENT
OF
HERBERT C. STEIGERWALT
I, HEREBERT C. STEIGERWALT, of the Borough of New Cumberland, County
Cumberland and State of Pennsylvania, being of sound mind, memory and under-
standing do hereby make, publish and declare this as and for my Last Will and
Testament hereby revoking and making void any and all other Wills by me at any
time heretofore made.
-r
1.
I direct that my Executrix, hereinafter named, shall pay all my just
debts and funeral expenses as soon as conveniently may be done after my decease.
II.
I devise my house and lot located at 1826 Anna Street, New Cumberland,
Cumberland County, Pennsylvania, to NANCY C. STEIGERWALT, the wife of my cousin,
CHESTER ADAM STEIGERWALT, JR., of Fairview Township, York County, Pennsylvania,
per stirpes.
Ill.
I bequeath my gun cabinet together with its contents of guns, ammunition
and small items, and my reloading equipment, including press, dies, powder measure,
powder scales and other components to my cousin, CHESTER ADAM STEIGERWALT, JR., per
stirpes.
IV.
I devise my real estate in Fairview Township, York County, Pennsylvania,
approximating Thirty-Nine (39) acrea adjacent to the Steigerwalt Hollow Road to
my cousin, CHESTER ADAM STEIGERWALT, JR., per stirpes.
i .~ .
V.
I give and bequeath the sum of FIVE HUNDRED ($500.00) DOLLARS to the
Carlisle, Pennsylvania, office of the AMERICAN CANCER SOCIETY.
VI.
I direct that my Executrix, hereinafter named, shall convert my savings
accounts in the MERIDIAN BANK (the COMMONWEALTH BANK, A DIVISION OF THE MERIDIAN
BANK), PNC BANK, HARRIS SAVINGS BANK, my checking account, my bank stocks and my
Certificates of Deposit into cash and I direct that these funds be distributed as
follows:
A. One quarter thereof to the TRINITY UNITED METHODIST CHURCH, of New Cumberland,
Pennsylvania, to be utilized by the memorial fund of the church.
B. One quarter thereof to the FOUR DIAMONDS FUND of HERSHEY MEDICAL CENTER for
use in cancer research.
C. One quarter thereof to CHESTER ADAM STEIGERWALT, JR. and his wife NANCY C.
STEIGERWALT as joint tenants with the right of survivorship. In the event both pre-
decease me then to their issue, per stirpes.
D. One eighth thereof to the daughter of CHESTER ADAM STEIGERWALT, JR., AMY
STAUFFER. In the event that she predeceases me then to her issue, per stirpes.
E. One eighth therof to the daughter of CHESTER ADAM STEIGERWALT, JR.,
ANN STEIGERWALT. In the event that she predeceases me, then to her issue, per atirpes
Vii.
I give, devise and bequeath all the rest, residue and remainder of my
estate, whether real, personal or mixed and wheresoever situate unto my cousin's
wife, NANCY C. STEIGERWALT, per stirpes.
Page Two of Four Pages
. '.
that the Testator signed and executed the instrument as his Last Will and that he
8igned willingly, and that he executed it a8 his free and voluntary act for the
purp08s8 therein expres8ed, and that each of the witne8ses in the presence and
hearing of the Testator, signed the Will as witnessan, that to the best of their
knowledge the Testator wss at thst time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
JJ ~AOd-~~~"d'AI.J4f)f- (SEAL)
~
~atjh/./"f /' ~,~ (SEAL)
~ess /J /
~/J/~d~"ffi".AI~/J/ (SEAL)
Mtness
Subscribed, sworn to and acknowledged before me by HERBERT C. STEIGERWALT,
'the Testator, and subscribed and sworn to before me by KATHLEEN E. LOYD and
E/o]};' POHOJ,J
, witnesses, this '3 I~ay of )) h Sit J j.
N03~/~i- a.~
, 1995.
NOTA~IAL SEAL
W1LLI~ A, TatUM. NOTARY PU8LIC
CI.", 'ULL BO~O. CUMBERLAND COUNTY
HI C~~1551D" E1PIRES JUKE 27. 1996
Page Four of Four Pages
.. ""-
Page One of Three Pallen
CER'1'IFICI\1'ION 01' N01'ICE UNDER HUlJE 5.6(0)
Nome of Decedontl
HERBERT C. STEIGERWALT
Dato of Dooth I March 6, 1996
Will No. 1996-00219
I\dmin. No.
To the Registerl
I certify that notice of beneficiai interest required by
Rule 5.6 (a) of the Orphans' Court :Hules was served on or mailed to
the (ollowing bene(lc1ar1es of the above-captioned estate on
Harch 19. 1996 :
~
Address
Four Diamonds Fund 140 Si e Ave. PO
Trinit United Methodist Church 421 Brid e Street New Cumberland PA 170 0
American Cancer Society, Cumberland Valley Unit, 117 North Hanover St.. Carlisle. PA
17013
Ckeeter ~teiaeTwAlt'JT: nnrl NAncy. hiR wifp. 1nq ~tPigPTunl~ Hn'1nu R~ r Npu
Cumberland. PA 17070
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except No Exceotions
Datel
March 19. 1996
~WAIe /. .J:bA'f/LIA~
51 natu
Name
N!lIn"r r C:"n.f g~u.,,'" to
Address 309 Steillerwalt Hollow Road,
New Cumberland. PA 17070
Telephone 17171 774-0451
, 1._' '
Capacity: X
Personal Representative
Counsel for personal
representative
. ,
\"....
,
Page Two of Three 1'01\"9
CEI\'l'Il'ICI\'I'ION Of 110'1'1 CI'; UIlIJlm HUI,I; 5. Ii ( a I
,Name of Docedent: HERBERT C. STEIGERWALT
Date of Death: March 6, 1996
Will No. 1996-00219
fldmin. No.
To the ReglsLerl
I certHy that notlee of beneUelal Interest required by
Rule S. G (a) of the Orphalls' Couct :l\ules was served on 'or mailed to
.the following benericiarles of Lhe auove-captloned esLat.e on
Mnrr\i 19. 1996
Name ':
flddress
Amy Stauffer,. 4024 East 33rd Avenue, Spokane, WA 99223
Ann Stei~erwalt. 5 Lindenwood Drive. Exton. PA 19341
Mrs. Kathrvn SebaciuB, 330 Shoop Road, Halifax PA 17032
'.
grs. Udine McLane, 520 Ros9town Road, Lewisberry, PA 17339
Notice has now been given to all persolls entitled LhereLo,under
,Ru~e ,5. Ii (a) except No exceptions
';
1IfIA1-t/g (i. Jt;.j/A/./J&)V
S Jni1Lur
Date: March 19. 1996
lIame Nancy C. Steigerwalt
\,'.,
flduresu 309 Stei~erwalt Hollow Road
New Cumberland, PA 17070
'Oi':
.'-
'l'olephone( 7171 774-0451
,", .
,. "
Capacity I X
l'eL'sonal Representative
'. I ' '
, '
Counsel for personal
representaL'ive:, '
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,
RECEIVED fROM:
YOCUM WILLIAM A
3001 MARKET STREET
CAMP HILL, PA 17011
,
- .
SSN
(FIRST)
HERBERT C
lBb-10-BOO:!
(MI)
f
m TOTAL AMOUNT PAID .3b, e34 . :!7
n VZ ,'.
" 'i!. /1 Jl, 1
RECEIVED BY 1,(lJ'., ' .,/;",t~'-<V ,PI.V':J
MARY C. LE~IS ,I,!,;- '}{.//-?,.{I..-Ojl1t'\
REGISTER OF WILLS '
--,--,------------_._---------~--~~~
,
REMARKS
NANCY STEIGER LT
C/O WILLIAM A YOCUM ESQ
CHECK" 1007
SEAL
REGISTER OF WillS
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10. OATIS 01 OIATH An.. 12/31191 CHICK '"
II A SPOUSAL
POV"TT CUOIT IS CLAIMIO 0
rill HUMU.
1996-00219
.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COUNTY CODE
YEAR
NUll"
'i
Ii!
III
'"
COMMONwrAl11t or 'INNl'lV"HIA
OlP".lMIHT 0' llYIHU(
Of,t, 210601
HA'.'SlUIO "" 11121.0601
D H . LA . fll . AND MlOOt IHI '1.'1
STEIGERWALT IIERBERT C.
WC'AL ueU'l1l HUMUI DAn Of OIAIH
DAnOlllUH
o 101H' COM" ...001
Bethany Village Retirement
125 Wee ley Drive
Aechanlcaburg, rA 17055
c..., Cumberland
AMOUNt 'l:(eIlVIO IUlINllllUC1l0tUI
Center
'" MnIUIUIIUIYMHO ~u., HAMIIl...n.'I'" AHI) "lOOt' 1f."''\11
o 3. Remainder Retur"
(lor dol" 01 d.olh prior 10 12.1:l
o 5. Fed'fal Ellalt TaK Return Rlqui,'"
186-10-8005
3-6-96
2-1-1911
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llllElS
:0:"'9
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rn 1.
OA,
o 2, Suppl.m.nlol R.lurn
Original Return
o .ca. Future Inl"'" Comproml..
(lor dOl., 01 d.o,h oh.r 12.12.82)
06. O.c.d.nt Di,d T"lalt 0 7. O,t,d.nt Maintaln,d a living Trult
IAlloch copy 01 Will) (Alloch copy 01 Trull)
RES NCE AND CONFIDENTIAL TAX'INFORMATION,SHOULD BE DIRECTE lfO'
COMPLlU MAIliNG ADDU$$
limited EIlal.
_ 8. Total Numb., of Soft O.podl Bo'
:118
0:",
0:,.
8~
'ALl:'
H.....
William A. Yocum
tlllPHOHI NUMIU
717 761-5041
3001 Market Street
Camp 1\111, PA 17011
(I) 137 .000.00
( 2) 18,342.72
(3)
(A)
(5 ) 223,504.09
(6) 6,811.67
(7) 23,175.84
(8) 408,834.32
(9) 39.384.88
(101
,.
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~
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...
0:
1, R.ol E"o', (Sch.dul. A)
2. Slodu and 80nd, (Sch.dul. B)
3. Clo,.ly H.ld SlocklPortn...hip Inl.ru' (Sch.dul. C)
A. Mortgog., and Nol.. R.ctlvoble (Sch.dul. D)
5. Cash. Bank Ceposill & Miscellaneous Penonal Prop.rly
(Sch.dul. E)
6, Joinlly Own.d Prop.rty (Schedul. F)
7. Tronll... (Sch.dul. G) (Sch.dul. l)
B. T 0101 Gran Au." (IDlollin" 1.7)
9. Fun.ral EJlpenleJ, Adminl1'ralivl COlts, MiscellaneouI
Exp.n'.. (Sch.dul. H)
10, o.bll. Mortgog. liobilili." li.n. (Sch.dul. I)
11. Tolol o.dudion, (lolollin..9 & 10)
12. N., Volu. 01 E,'ol. (lin. 8 minus lint II)
13. Chorllobl. and Governm.nlol Bequ,," (Schedul. J)
14, N.I Volu. Subj." 10 To. (lin. 12 minu.lin. 13)
15. Spou.ol Tronllm (lor dOl., 01 deolh olt.r 6.3o.9A)
, See In.'rudion. for Ar,plicoblt Percentage on Reven.
Sid.. Ilndud. volu., rom Sch.dul. K or Schedul. M,)
16. Amounl allln. lA taKoble 01 6% talt
(Include valuel from Schedule K or Sch.dule M.)
17. Amount allln. ,.. taxabl, 01 15% rol.
(Includ. volu.. !rom Sch.dul. K or Schedul. M,)
18, Principal 10. du.(Add to.lrom linn IS, 16 and 17,)
19. Cr.dilS Spoulal Poverty Credit Prior Poym.ntl
(19)
(20)
(11)
(121
(13)
11A)
39,384.88
369,449.44
115.171.72
254,277.72
x._-
(IS)
(16)
(171
x .06.
)( .15 .
38.141.66
254,277.72
(18)
38,141.66
,.
'"
5
~
:Il
a
u
Inle'lI'
Discount
1,907.09
1.907.09
+ +
20. lllin. 19 I. gr.ot.r Ihon lint 18, en"r Ih. dill.renc. on line 20. This is the OVERPAYMENT.
II DI...m~iIlIl"la.l'll.'ll"I""'I'I~'II'h.'.I>lmmlr.'l.'J'lll.'l'I'IJ~'J..I>I.1
(21)
(2IA)
(218)
~
0-
36,234/57
21. \I line 181, greoler Ihon lint 19. .nl.r Ihe dill.renc. on line 21. Thill"h. TAX DUE,
A. Ent.r th.lnl.rest on Ih. balance due on line 21A.
B, Enl.r Ih,'olol 01 line 21 and 21A on lIn. 21B, Thi, is Ihe BALANCE DUE.
Make ChICk Payabll lal RIcd"lr 01 Wills, Ag.nl
r~!,!li' ~ ":BE.SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO, RECIlECK.M1;
Und.r plnolll.s of perjury, I d.clar. .hall havI tll.amined Ihis relurn, Including accompanying schedul.. and ,Iat.m.nh, and 10 thl b..1 of my ~nowlldg. and b..'
il Is Iru., corrld and complll', I dlclor, Ihal all ftol ..loll has been reporlld at 'ruI marh' value. Declaration of preparer olh.r than Ihl plnanol r'pr...nloli
ba..d on 011 Information 01 which pftparer has any ~nowl.dg..
SlGNA1Ulle o. ,UlQH au N$llll fOI ftUNG lflUIIH ADDIIUS DAIl
I 309 Steigerwnlt lIol1ow Rd.. New Cumberland PA 5-.1(-96
AODun OAT!
3001 Mnrket Street. Cam IIUI, PA 17011 5-2S-96
Act '48 of 1994 provld.. for the r.ductlon of th. tax rat.. Impos.d on th. n.t valu. of trand.r. to or far
th. u.. of the .pou... Th. rat.. a. pr..crlb.d by th. statut. will b.l
. 3% (.03) will b. appllcabl. for ..tat.. of dec.d.nt. dying on or aft.r 7/1/94 and b.for. 1/1/96
. 2% (.02) will b. appllcabl. for ..tat.. of d.c.dent. dying on or aft.r 1/1/96 and b.for. 1/1/97
. 1 % (.01) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/97 und b.for. 1/1/98
. Spou.altranaf.r. occurring an or after 1/1/98 will be exempt from Inherltanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (vo) IN THE APPROPRIATE BLOCKS.
YES NO
1, Did decedent make a transFer and:
a, retain the use or Income of the properly transFerred, ,............,......,..........,.......................
x
b. retain the right to designate who shall use the properly transFerred or its income, ....,..........
x
c. retain a reversionary interest; or ...................................................................................
d. receive the promise For liFe of either payments, beneFits or care9 ......,....,..........,......,..,......
2. IF death occurred on or beFore December 12, 1982, did decedent within two years preceding
death transFer properly without receiving adequate conslderation9 II death occurred alter
December 12, 1982, did decedent transFer properly within one year 01 death without receiving
adequate consideration'..........................................................................................:..... ...
x
~. Did decedent own an 'in trust lor', bank account 01 his or her death"'..,...................,....,:.......
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE qr~~~FILE}":':M PA,RT ,OF THE RETURN.
av: l d BZ .WW 96.
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lIV,IIOIIl+ 11,161
tfb
toMMOHWt:AltH O. 'INNI"VANIA
IHHllllAHCI IA' UIUlH
lUIDIHI DICIDIHI
SCHEDULE B
STOCKS AND BONDS
HERBERT C. STEIGERWALT
Fill NtmBiR
1996-00219
. IAIl property lolnlly-own,d with RighI of Survlvo"hlp mu.I b, dlsclolld on Schodul, F.l
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. COllllllon Stock 'CPT 210798 in PNC FINANCIAL CORP- 594 Shares
with s par value of $5.00 per share and a Date of Death
Value of 30 7/8........................................ ..'... $ 18,342.72
...,u"U.(1t71
W
COWo'OHWlAlIH O. P1H,,,""H'A
INHIIlIANe. .AI InUIN
...IDIN' DletDIN'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI. 01' Print or Typ.
FilE NUMBER
1996-00219
F
HERBERT C. STERIGERWALT
IAU ,..,..ty leloll_..d with the II,ht .1 Su",\.."hlp m..t h. dl..I...d .. S,h,d.l. f)
ITEM
NUMBER
1.
2.
3.
4.
5.
DESCRIPTION
PNC BANK CERTIFICATES OF DEPOSIT
6.
, 21001017337............................................... $
Interest to D.O.D...........................................
'21001017340............................................... .
Interest to n.O.D...........................................
'21001017341. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interest to n .O.D. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . . . .. . . . .,
'21001017344. . . . . . . . . . . ., . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., . . . . .
Interest to n.O.D...........................................
'21001017349. . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . .
Interest to D.O.D...........................................
'31000027505............................................... .
Interest to D.D.D...........................................
'31900027940............................................... .
Interest to D.O.D...........................................
7.
'21001017474 - Burial Reserve Account.......................
PNC BANK SAVINGS ACCOUNT 1,;130043423........................
8.
9.
').
10.
'.:,Interest to D.O.D.........................................
HARRIS SAVINGS BANK CERTIFICATE of DEPOSIT
'07-16-130759.............................................. .
Interest to D.O.D.........................................
11. HARRIS SAVINGS BANK CERTIFICATE of DEPOSIT
12.
007-16-166611........................ .'......................
Interest to D.D.D.........................................
MELLON BANK - INCOME CERTIFICATE 1260-067375-C..............
Interes t to D.O. D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MELLON BANK - INCOME CERTIFICATE D260-067384-C..............
13.
Interest to D.O.D.........................................
Refund from prepaid Funeral.................................
Gun Cabinet............. . . . . . . ... . . . . . . . . . . ., .. . . . . . . . . . . . . .
14.
15.
16.
Contents of gun cabinet (guns, amunition, gun related
components and equipment as per appraisal)................
Household goods and furnishings.............................
'17.
{Altath addition"' eVIl" )( ".. sh..IS if more spat. h n..d.d,}
VALUE AT
DATE OF DEATH
13.250.00
6.25
6.150.00
4.33
10,250.00
1.44
6,150.00
4.33
10,940.00
7.48
18,000.00
46.03
100,000.00
259.56
6.118.16
18.948.26
66.36
5,000.00
2.82
5.000.00
4.38
10.020.00
6.13
10,020.00
6.13
71.16
50.00
356.00
2,765.00
S 223.504.09
1''IIIOtII.II,.."
.W
, COMM/lNWIAUH 01 IINNlYlYAN'A
INH""ANCIIAX mUlN
llllDINT DICIDINT
SCHEDULE F
JOINTLY.OWNED PROPERTY
fiLE NUMBER
1996-00219
lSTAtI 0'
HERBERT C. STEIGERWALT
JoIn' 'onanl(')'
RELATIONSHIP TO DECEDENT
Aunt
NAME
A. ESTHER E. HAVERSTOCK
ESTATE
ADDRESS
NOW DECEASED
(Resided at Bethany Village)
325 Wesley Dr., Hech.t PA
1705,
309 Steigerwalt Rosd,
New Cumberland, PA 17070
Spouse of Cousin
B. Nancy Steigerwalt
C.
ITEM LmER DATE DECD'S DOLLAR VALUE Of
fOR TOTAL VALUE
NUMBE' JOINT MADE DESCRIPTION OF PROPERTY OF ASSET "'INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 1-1-78 PNC Bank Checking Account
05140027398 1,690.32 50% $ 845.16
2. B PNC Bank Checking Account
05140061748 5,966.51 100% 5,966.51
TOTAL IAho onlor on lino 6. Rocopllulollon) S 6,811.67
Jolnlly-ownod p.oportYI
(If mort spac. is n"d.d inser' addj'jonaf .h,,1s of sam. sin)
'IY.UIO I.. 1/.17)
~\~~
COMMONWrAllft Of prNU!linVAUIA
INHIlIfANCI 'AX .IfUlH
.-._ .-!!!!~~_L~tC~!,!~f~___.__,..
istATE-OF--~-----_h_' "-
HERBERT C. STEIGERWALT
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
... 'cc_c~o~-~~===FiiE~ Ni.fMBEA
1996-00219
~
THIS SCHEDULE MUST BE COMPLETED AND fiLED If THE ANSWER TO ANY Of THE QUESTIONS ON THE REVERSE SIDE OP THE COVER SHEET IS YE~
----..-----.--....---. --- ----.---- DECD. DOLLAR VALUE
ITEM DESCRIPTION Of PROPERTY EXCLUSION TOTAL VALUE ,~ Of DECEDENT'S
NUMBER Inelud. nom. 0' 'h Itond,,", Illti, ,.'otlonlhip '0 J...~.~~~!!o'~.!!.~"an~~'.2. Of ASSET INTEREST
1. PNC Bank Checking Account 15000638453
transferred to Nancy Steigerwalt- wife
of Decedent's Cousin, on February 2,
1996 (House Account for Decedent) $20,675.84 100% $ 20,675.84
2. 1992 Chevrolet vehicle transferred to
Nancy C. Steigerwalt, wife of Decedent's
Cousin, on January of 1996.
Vehicle appraised at $5500.00
Value reduced by $3,000.00 gift tax
exemption authorized by 72PS9107(c) (3) inus
in that it was a transfer within one 3,000. 0
year of Death. 5,500.00 xempti n 2,500.00
*NOTE - $2500.00 of the value of this
vehicle is subject to tax but it is
owned by Nancy C. Steigerwalt, not by
the Estate.
TOTAL (Allo .nl.r on Iln. 7. Rltopl'"lollon) S 23,175.84
{If mOl. 'pot. i. n..J.d, inl.rl oddiliono' ail..,. 0' 10m, tin.}
Il'#lllt... 11.'11
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~ik
COMMOHWIAllH 0' P1HHIYlVAH'A
IHHUlfAHCl1Al U1UlN
''''OIH! OICIOIH!
PI.a.. P,lnl or T .
1996-00219
HERBERT C. STEIGERWALT
ITEM
NUMBER
AMOUNT
DESCRIPTION
A. Fun"al Exp.nl'"
I.
2
3.
4.
Funeral Services
Burial Container
Death Certificates, Clergy, Flowers, Cemetery
Rombergers - Grave marker
$ 4,512.00
650.00
B85.00
98.00
1.
B. Admlnlltratlv. COlli'
502 - 42 - 1546
2,
3.
A,
C.
1.
2,
3.
A,
5.
6,
7.
8,
p.rsonol Rep".enlollve Commls.lon.
Social 5ecurily Number 01 Personal Representollve:
Year Comml..lon. paid 1996
15,000.00
15,000.00
Allorney Fe..
Family exempllon
Claimant
Add".. 01 Claimant ot decedenl'l death
51"el Add"..
City
Relationship
Slale
Zip Code
Probate Fe..
Cumberland County Register of Wills........................... 337.00
Mlle.llaneoul Exp.n.."
Estate Advertising - Patriot News Co........................... 59.50
Estate Advertising - Cumberland Law Journal................... 60.00
Real Estate Tax Proration - Co - Borough...................... 64.62
UGI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.95
General Accident Ins. _ nouse................................. 11.00
PP&L........................................................... 41.72
Laundry _ Bethany Village...................................... 15.00
PAWC............. ................................ .............. 8.50
TOTAL (Also enler on line 9, Recapltulollon) S CONTINUED
{II marl Ipac. II n..d.d, In..rt add\llonallh.." of lam. Ilz..1
SCIIEDULE II _ Page Two _ Continued - \lERBERT C. STEIGERWALT ESTAtE NO. 1996-00219
9. B.ll Atlantic............................................... $
10. E.J. Koppenhavar - Real Eatate Appraioer
(a) 1826 Anna Straet, Now Cumberland............
(b) 39.8 Acres- Fairview Township, York County...
11. Bethany Village - Laundry....................................
12. Carl E. Reynolds - Firearmo and Acce&~ Appraioal.........
13. Fiuel 6. Co. _ Appraisal of 1I0uoehold Goods 6. furnishingo....
14. Normsn Courney Appraisal of 1I0uaehold Goods 6. furnishings....
15. County Inventory and Inheritance Tax, Filing, Fees...........
16. Reserve for Accountanto Feeo, Filing Feeo in Cumberland and
in York Counties and contingencies.........................
TOTAL............. $
11.59
250.00
200.00
15.00
25.00
25.00
45.00
25.00
2,000.00
39,384.88
'1'1 UII II. 11"1
ESTATE OF
'I
~~!{1~
tOU.MOftWIAttH or ""'."I'IAIII"
lNllIll1"HC. ,,,. IIfUIN
UII~"'NI_D~I~~~I"!
SCHEDULE J
BENEFICIARIES
,-
FILE NUMBER
1996-00219
IIERIlERT c. STlnGlmWAI:r
ITEM
NUMBER
I.
2.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
^. TaAobl, Deques":
Nancy C. Steigerwalt - 309 Steigerwalt lIollow WIfe of CousIn
Road, New Cumberland, PA 17070
(a) House and Lot - 1826 Anna Street,
New Cumberland, PA 17070.................
(b) 1992 Chevrolet - owned by beneflcinry, but
taxable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CousIn
3.
Chester Adam Steigerwalt - snme address
(a) 39.8 Acre Tract - I'alrview Township,
York County t PA...........................
(b) Gun Cabinet...............................
(c) Guns, Amunition and related assets........
Chester Adam Steigerwalt and Nancy C. Cousin and
Stei~erwalt - same address..................... Wife
4.
Amy Stauffer - 4024 East 33rd Avenue,
Daughter of
Cousin
Spokane, WA 99223. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
Ann Steigerwalt - 5 Lindenwood Drive,
Exton, PA 19341.. . . . . .. . . . . . . . . . . . . . . . . . . . . . . .
Daughter of
Cousin
NAME AND ADDRESS OF BENEFICIARY
1.
B. Charilable and Governmenlal Bequosh:
Trinity United Methodist Church
421 Bridge Street, New Cumberland, PA 17070
2. '
Four Diamonds Fund of lIershey Medical Center, 140 Sipe Ave.,
P.O. Box 852, lIershey, PA 17033
3. '
American Cancer Society, Cumberland County Unit,
117 North lIanover Street, Carlisle, PA 17013
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha onlo, on lino 13, Rocopi.ulo.ion)
III mo.. 'poco II n..dld, Inurt addlllonal,h..1I a',aml ,Is.)
AMOUNT OR
SHARE OF ESTATE
$ 89,000.00
2,500.00
48,000.00
50.00
356.00
25% of Net Funds
from Para 6 of WII'
Est. $57,335.86
One Eighth of Net
Funds from Psra 6
of Will
Est. $28,667.93
One Eighth of Net
Funds from Para 6
of Will
st. 1';'93
AMOUNT OR
SHARE OF ESTATE
25% of ,Net Funds
from Para 6 of WI 1 :
Est. - $57,335~86
25% of Net Funda
from Para 6 of Wi I
Est. - $57,335.86
$
500.00
S 115,'171--72
l\pril 12, 1996
WillIan A. Yocun
3001 M1rket street
Qrrp Hill, PA 17011
IDHARRIS8
D SAVINGS BANK
Ilarris Savill~s OI'"ratillll8 C"llter
';:15 North 12th Stre"l
l.elllllYlle, l'ellllsylv;lIlia 170~:1
71m:II.IHO
717n:1I.1II:5l) FAX
The information which you requeste~ cn the account(s)
steigenelt EState ~o~ia.l Sa:u:~tY' if.
is as follo',/s:
Accou=t N~ber(s)
Class or Acco~~
Date O.,encd
Princip:1l Ba.la1:ce
Ac:rued Inte:est
!!ala:1ce at .
DAte or Death
Acco\ll1t
Ownerllhip
Name or Joint
Ollner, if any
Date Owne::ship
was :i:stablished
Additional In!or-
mation requestod
07-16-130759 07-16-1666\1
2's Yr. Oert. 2's Yr. Oert.
10-22-88 3-8-90
$5,000~00 $5,000.00
2.82 4.38
5,002.82 5,004.38
Wividual lJdI.vidual
Ilealre iniividual ~
lIlice stei.gem1lt rassed
lNJ'j ~-4-ts~
3-8-90
earx:ellatim lIlOJIltl
$5,000.00 $5,000.00
o! Herbert c.
186-10-8005
sioceIely,
~.~,t .~C-6-
~~L.aue ,,'
Sr. Retail rdnlnistratim Services Aep.
Ih:!1 ~ ~
, ,
10 10
1m 2'
~
::l ::l u
, . (l
10 10 ~
... .. tn ..
Cl Cl I: U ~
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Cl Cl " "~
... ... " U
gal Ill'"
...
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I: ... I:
limn '5 ~ ~li!--
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, , ~~~~
10 10
l>l~ ~ G
u
I: I
~ . I I
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~ ~i 8 8 ~~~~
. .
Cl Cl
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Cl Cl ~ ! i'i
0\ 0\ t.. 0 ...
~I ... ... ..."UII,
10 10 .. I:
~~ ... l)1Il..,'
... , I I .
"1:1 ..,
.... . . . .
III" UIIlU:a
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~ :J-lI' ~ e
III II
.. II Ie
. III ..tno tn
U .!j.1: III ~I:
.
I ..:- ~ ~"I:~
j 8 ~ u......
u~"~
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~ ~ ~ 6 II ~ ~
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I'NG U.nk. 1'1..\,
1III(llhlll}~h. I'A I~I~H~I
william A Yocum
3001 Market St
Camp Hill PA 17011
RE: Estate of Herbert Steigerwalt Deed
03-06-96
Certificates
121001017474 $4,543.14 + $1,571.34 ace int
(Burial Reserve Acet)
Next 7 are captioned: Herbert C Steigerwalt
121001017337
121001017340
121001017341
121001017344
121001017349
131??oo27505
131900027940
$13,250.00 + $6.52 ace int
$ 6,150.00 + $4.33 ace int
$10,250.00 + $1.44 ace int
$ 6,150.00 + $4.33 ace int
$10,940.00 + $7.48 ace int
$18,000.00 + $46.03 ace int
$100,000.00 + $259.56 ace int
Checking
15140027398
Esther E HaverstocK; or
Herbert C Steigerwalt
$1,690.32 non interest bearing
000 Bal
PNClIiANK
Tax Service Center
Two PNC Plaza 33rd flr
Pittsburgh PA 15222
May 6, 1996
Established 07-05-91
Estab. 04-02-91
Estab. 06-01-91
Estab. 06-05-91
EstBb. 08-01-91
Estab. 04-02-92
Estab. 02-16-96
Estab. 02-16-96
Estab. 01-01-78
.' FisSEL & CO.
ESTATE PURCHASES, REUPHOLSTERING, REFINISHING, APPRAlSAU:
1302 N. 3RD Sl
HBG" PA 1710;'
717-238-320.
1-800-24l1-320.
BEDROOM #2
SEWING MACH. 20.00
OAK WALL PHONE 50.00
GRAND FATHER CLOCK AS IS 150.00
CORNER CHAIR 75.00
GUN CABINET 50.00
OAK /GLASS CABINET 150.00
TWIN BED /BEDDING 50.00
ELECTRIC WALL CLOCK 45.00
DINING ROOM
DRY SINK 100.00
COBBLERS BENCH 45.00
ROUND TABLE 75.00
FIVE CHAIRS 250.00
PAINTED CHAIR 45.00
BRASS PLANT STAND 45.00
KITCHEN'
STOOL 5.00
WALL CLOCK N/V
DISHES ETC. 200.00
BASEMENT
FREEZER N/V
MISC HOUSEHOLD 100.00
TOTAL APPRAISED VALUE
$2815.00
THE ABOVE ITEMS ARE APPRAISED AT A QUICK SALE VALUE IN'THE
HARRISBURG AREA.
ROBE
.~
~,!lteIQerwalt, Estate
Prol*1Y ~ess StelQerwalt Hollow Road
. CIt New Cumberland CcrJnty York SI~. PA
legaIDac~ Allached. Deed Book 673. PaQe 1063 .
5*l'II:e$ N/A D~.ofSaIo N/A loan Te,m N/A Y'S, PlopellyR\lICsApPlalsed 0TeeTI loaselllld
AtMl Real E~. T_ $ 122.40 (yr) loan thalges 10 b. paid bysellel S N/A Other saIostoncessions N/A
lerdeqClerI StelQerwalt Estate AMoss 1626 Anna Slreet. New Cumberland
Occupllt Vacant MI. Land Appralsei E. J. Koppenhaver InsblltlionsloApplalsel
CommelU n:Wng lime 'adOlS, fllOrallle 01 Ul1lfO,allle, ifecli1Q m~l.elabiily (..g, pubic pllJ, StOOob, vlew,lIJlse): The sublectls "Clean and Green" .
vacant mountain land located In Falrview Townshi . There are severallar e em 10 ers In the Immediate area, Job,
Stablli Is rated as ood due to the stabilizin ellects of the slate and federal overnments, All amenllies are
relat vel convenient to the sub ect ro ert ,
Dmenslonl See allacher! deed.
lonbJ classllcalJon Residential
Hijleslllld best use [8J P,eseiC uso other,!y
Pubic Other (Descille) OFF SITE IMPROVEMEtlTS Topa Sleep SlopinQ Mountain Land
o Available SbectAmss 181 Public 0 Plliale S~. LarQer than averaQe
o Su~ac. Asphalt Shape IrreQuiar
WiUI 0 MalrIWlte [8J Public D Plliale VIew AveraQe
Sa Smr 0 0 Slonn Sewe! 0 Cu'blGuUe! D,aInage Fair
o UrdetgroundElecl&Tet Sldewal'<< Sheell blhepropel1yllcaledlnalRJDIderCJlIedSpeclalFbldHmroArea1 t:!!lNo[l\"
CGmmerls pnonli. 01' IIIlnonli.l'ItkJdlng IITf Iptll,ent Id'Ull !>semll1IS, lI1troltlvnUlts, 0' llIhu Id'''ll tondl\lons): The sublectls "Clean and Green"
stee 510 In mountain land with fair to oor dralna e and rock soli, At best there Is the os sibil of erectin a
simIle familv res dence,
LAND APPRAISAL REPORT
U,ban Subu,ban RUI~
o O'Ie115'4 181 25'41015'4 D UiW 25'4
o Fuft Dev. 0 Rapll l8l SIWj 0 Sklw
o Incie~D;j l8l Stable 0 Decr.ir9
o SlIlilage l8l1o Balance 0 O'Ie1SUPPIy
o UrdeI3~, l8l 4-6 Mos. D 0'Ie! 6~,
30'4 1 Famft _'4 2.4 Famft _'4 Apls, _'4 CoM _'4 Comme!cli
'4lrdusbli 70'4 Vac;ri '4
. ChIrI,le In "'eserHlIld Uso 0 Not lr.ely -l8lllely (') D TakiY;l Place (')
, ('!From vacantland To SlnQle Famllv
~ P,edomMt Occupny l8l Owner 0 TeIWl _'4 Vac;ri
Sb.lIe FlI1lft Pllee I\llY;le $ 60 10 $ 200 Pledomil;ri V~e $ 130
SD;lIeFlI1lttAIlI ~)'Is.lo~yrs, Piedomil;riAge 20 )'IS,
localJon
Bu. Up
Growth Rie
Prol*1YViMs
Oemr4'Svptlly
M.mlIng TIn1e
. PmeiCllIldU..,
~II. No. Prlvllel Pia, ~
Census Tracl 202
lie No Prlvate
Map Refllence ADC 7090020K~'
lip Code 17070
o De Mkimb I'll'
EmpklymeiC SlaIllly
COfTienlence 10 EmpklymeiC
COfTienlence10 SlIlptlD;j
CorHenlenc.lo ScOOob
Adequacy of Pubic TI;mpol1aill1
Recl~na1 Faclllea
Adequacy of U1.llIes
P'Opelly CompalbDy
"'olecllon hom Debkner(al CoOOll:lns
Pob am Fie "'otecllon
Gene,i Appgance of Properties
Appeal la Market
Good ~. Fai POUl
o ~D[I
Dt8JDLI
DDt8JU
o l8l 0 []
DDD~I
o [8J 0 [I
o [8J 0 [I
DDl8l[J
o [8J 0 [I
o t8J 0 LI
o l8l 0 [I
D[8JDLI
a
36,6 Sq, FI. 01 Am. Collier lot
PieseiC Imp,ovemerCs 0 do 0 do lilt cor/ann la 10ni'9 leguliklns
Tho IlIldefs91ed has rechd line recerl sales of plope,1I:s most sinlal and Ploxin~e to subleclllld has conslde,ed lhese In tho mIke! m'tsb, Tho desc,1plIon n:kIdes a doI.1
Il1Ustmerllenectn;I market reacllon la lime lerns of '\JIlk:;ri vllalkln between tho ,ubjeclllld eomplable Plopertles.1I a sli;rlk:;ri lom In tho cumpaable propefly b I'pelkl,
10 0I1l101O IlfOIable 11m tho subjecl propefly, a mills (.) ~ustmeiC b mMe IIllS ,edJtD;jlhe lnOJcaled value oflubjecl; I a sli;rlk:;ri lem In tho cumpaallle Is k'lerlollo 0I1e55
lllOllble 11m tho subject plopel1y, a plus (+) ~uslmerl b male thus n:1ea5D;jlhe lnOJc~ed vaIu. of tho ,ubject
COMPARABlE NO, 2
Thorley Rd.
New Cumberland
3.5 Miles
45 000
Ins ectlon
DESCRIPllON
N/A
Avera e
Avera e
36.6 Acres
Data Bank
DESCRIPTION
7/21/95
Avera e
Avera e
+3 160 11 Acres
N/A
Data Bank
d, OESCRI 0
9nt95
Avera e
Avera e
+6 260 10 Acres
4.6 19J!L lobeS 48,000
o Old [8J Oil Not Plr(s~1l'f Inspect PlOpe,1y
EJ. KOl'P'nhlfe!
Fo,m 1I1D - 'lOTAl2000 101 Wildows' app'a1s~ softwlVe by a 1.1 mode, 0:. -l.600,AlAMODE
3500'
+6 5~1
650'
4350'
",--"
<-,- ~..'
';i '. ~
,. ,,..
l;;':.:f,
" '" "l
,.',"i,;,;l
,'/I!:~';Ll
.'~ ',l.\.j~l:.
.~::mf.
'I :~~, 'i(
;"-j~ldl
. :f' ~'~i ~.,' ,'\
, ';""':.'
j: ":;f!,
..,:i'.~;~
'-,',./\'
'.,-,i:",-'{
:t' ,:~'~~i-
"',IrA
"," .'~
't',~nu,~
;'- "ill ,
'".hf.::
:~;":1;';~~J>:
.,1.,'0,), ,- .
,:i{:,)::::
.-.,.
"
I
"UI No, 96032681 Ploi '(
~
-,
SUMMARY OF SALIENT FEATURES
Sub)ecl~DSS 1826 Anna Street
...~ Volumne 25, Deed Book Z, Page 689
CI1 New Cumberland
CMy Cumberland
,~ PA
~CodII 17070
CensIlSTracl 0107
Map Refer", ADC 70900 20 J 2
sa. Pta
S N/A
N/A
, Dulll Sale
~I Clert
" terder
Steigerwalt Estate
Steigerwalt Estate
SIll (Squn feel) 1,016
, Pta plIIScJlaI fwI S
'~ Average
"
Age 56 ;1
;:
, CordIon Average
TobI Rooms 5
8ellooms 2
BlIhs 1
I
A9\liser
; Dulll Appriserl Value
E, J, Koppenhaver
3-26-96
.,
,
t,
\1
II
"
fk1ll EstmllIlIl Valle
S 89,000
" ;\'
, _~ - I
.,1
;',1
".
'"..,
Foan SSO - 'lOTAl2000 !<<WkUlwt' lIpplllsal softwll by a la mode, 0:. -1.BOl).AlAMODE
"II
!'"
,'!\'
; I~"
, 1 ; ~
;' i
I:: I
;"'\
1,"
,~ I
\1
1
II
I'
','Ii
~ ; I \
"t
"
.~-.---.,,_.._.-
1996-00219
Invonlory ollho roal and porsonal oslalo 01
Herbert C. Steigerwalt
docoasod
1. PNC BANK CERTIFICATES OF DEPOSIT
Interest to D.O.D.......................................................
2. '21001017340............................................................
Interest to 0.0.0......................................................
3. 121001017341............................................................
Interest to 0.0.0.......................................................
4. '21001017344............................................................
Interest to 0.0.0.......................................................
'21001017337.......................................................... .
'21001017349. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .
Interest to 0.0.0.......................................................
6. 131000027505............................................................
.Interest to 0.0.0.......................................................
7. '31900027940............................................................
Interest to 0.0.0............................................... .:.......
5.
8. '21001017474..,..Burin1 Reserve Account...................................
9. fNC BANK SAVINGS ACCOUNT 05130043423....................................
In teres t to 0.0.0.......................................................
10.
11.
12.
13.
14.
15.
16.
'07_16-130759...........................................................
Interest to 0.0.0.......................................................
'07-16-166611......................................................... .
Interest to 0.0.0......................................................
MELLON BANK _ INCOME CERTIFICATE 0260-067375-C.........................
Interest to 0.0.0......................................................
MELLON BANK - INCOME CERTIFICATE 0260-067384-C..........................
Interest to 0.0.0.......................................................
Refund from prepaid FuneraL............................................
Gun Cabinet.............................................................
r
10,94
5,00 00
82
5,00 00
38
10,02 00
13
00
13
7 16
5 00
Contents of gun cabinet (guns, amunition, gun related components and
equipment as per appraisal)............................................
Household goods and furniShings........................................
House and Lot-1826 Anna St., New Cumberland, Cumberland County.........
39.8 Acre tract located in Fairview Townshi , York Count. PA..........
Common Stock inPNC Finsncia Corp, . ares at . . . . . . . . . . . . . . . .
Checking Account _ 50% interest - 05140027398 in PNC
Checking Account - PNC Bank 05140061748................................
PNC Checking Account 05000638453 owned by Decedent in name of
Nancy C. Steigerwalt................................................... 20,6784
17.
18.
19.
20.
21.
22.
23.
TOTAL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., $406.334 05
/
15 (1('. -/0
REV-1547 EX AFP (12-951*'
CDtttONWEALTH Of PENNSYLVANIA
tl[PAATtlJEHT Of' AEV[U
IlREAU or JNDIYlUUAL ",xu
DEPT. ZI0601
HARRlSlURG, PA 11121"0601
ACN 101
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHO ASSESSHENT OF TAX
DATE 08-19-96
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE.j:iS4TEic-"j:ji-n-i:9!;"f-iiiificnjf""iN~Eii'i;:ANCE-TAX-APiiiiiiisEii€iii'-,--"i.i."owANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF STEIGERWALT HERBERT C FILE NO. 21 96-0219 'ACN 101 DATE 08-19-96
FILE NO.
DATE OF DEATH 03-06-96 COUNTY CUHBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
WILLIAM A YOCUM
3001 MARKET ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARtISLE, PA 17013
A.Dunt R...utad
TAX RETURN WAS. 1 X I ACCEPTED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. (Sch.duI. Al III
2. Stock. _ Bond. (SchoduI. BI, (21
3. Clo..ly H.ld Stock/p.rtn.r.hlp Int.r..t (Sch.dul. CI (31
4. Kortgaga./Not.. Recelvable (Schedule OJ (4)
s. C..h/Bank napollta'"llc. Parlonal Property (Schedule E) (5)
6. Jolntl~ o.n.d Prop.rty (Schodul. FI (61
7. Tron.f.r. (Sch.dul. GI 171
s. Total AI..t.
137.000,00
18.342.12
,00
.00
223.504,09
6.811.67
23.175.84
(BI
408,834.32
39,384.88
,00
1111
1121
(131
11~1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~panl../Ad... COlta/HiIC. EMpan... (Schedule H) (9)
10. D.bt./Hortg.g. Llobll1tl../L1.n. (Sch.dul. II (101
11. Totol D.ducHon.
12. Hat Value of T.. R.turn
13. Charltabla/Govarnaantal aequa.t. (Schedule J)
1~. Hot V.lue of E.t.t. Subj.ct to T.x
~q.~R4 RA
369,449.44
115,171. 12
254,271,12
If an assessment was issued previously. lines 14. 15 and/or 16. 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
IS. A.ount of ll~. 14 at Spou..l rat. (IS)
16. A..unt of Lln. 1~ t.x.bl. .t Lln..l/C1... A r.t. (161
17. Aaaunt of Llno 1~ t.xobl. .t Coll.t.r.I/C1... B r.t. 1171
18. Principal TaK Due
NOTE:
.00 X' 00.
.00 X,06.
254.271 .,12 X .15.
lIBI
.00
,00
38,141. 66
38,141.66
TAX CREDITS:
PAYH6HT
DATE
05-28-96
RECEIPT
HUlIBER
AA112877
DISCOUNT (+)
INTf.REST (-I
1,907.08
AHOUHT PAID
36,234,57
PAYMENT MUST BE MADE BY 12-07-96-.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
38,141. 65
.01
.00
,01
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
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RESERVAtIoN. E.t.'" .. ...odont. d.l.. on ., ..f." Doc....' IZ. I'AZ -. If on. fu.ur. In..r..t In thO ..t.t. I. tron...rrod
In po.....lon ., ..l.....t t. CI..' I (.oll.t.r.11 bonofl.I.'I.. .f tho d...dont ..t.r thO .,.Ir.tlon of on. ..t.t. f.r
Ilf. .r f.r """ thO C........lth hOrob. .,.,...1. r...r..' tho right to ...r.I.. ond ...... tron.,.r Inhorlt.... t.,..
.t the h..ful (1... . (COUltlrlU nt. on ..,y such future Int.r..t.
I'lJRI'OU Of'
NOtICE. to fulfill tho ,...1'...... of S..tlon ZI'O of .hO Inho'lt.... ond E.t." t., A.t. Act ZZ of 1991. 7Z ,.S,
SMtlDn 2140.
PA'lItEHT. Dot.... tho top portion of thl> Mati.. ond ._It .Ith .our ..._t t. thO Ro.I.t.. of will. prlntod on tho ....... old..
_...... ...... .r .-. ordor ...obl. t.. REOISTER OF MILLS, AOENT .
All ..._to r..oI.od _U llrot .. ...11... to on. Int....t ""Ich ... .. .... .lth on. r_lndor ...lIod to thO t...
_ (call A ..fund .f . t.. .,odlt. ""Ich ... not r_..tod on tho t.. Rotu,n. ... .. r......t... b. e_l.tI.. on......II..tlon
for ..fund of ......1...1. Inhorli.... ond E.t.t. t.,. (.EV-ISISI. Ap.ll..tlon. .,. ...llobl. .t thO Offle.
of tho ...I.t.r of will.. ... .f thO ZS ....... Ol.trlet Off Ie... .r b. e.lll.. tho ....1.1 Z'-hoUr
.....rl.. ....1.. .....r. for f.r.' .rd.rl... In ......I.onl. 1_.00'S6Z'ZOSO. out.ldo ......1...1. ond
withIn lOCI' Harrllburp Ir" (117) 7.7-1094, TODI (711) 77Z-21SZ (H..rlng l.,.lrad only).
OIJECtlllHS' M' ..... In Intor..t not ..thflod .Ith tho .....I.._t. .11...... .r dl..II...... .f d.....tlon.. .r ......_t
of ta. (Includl.. dl.eount or Int.r..tl .. thO"" on thl. H.tle. au.t Dbl..t .Ithln .I.t. (60) da.' of r...I.t of
thh MoUe. byt
,'.rIU," .r.t..t 10 thO 'A Oo.ort_t .f ........ ....d .f A....Io. O..t, Z01OZl. H.rrhbu". PA 17Iz.-lOZl. OR
...I..tlon t. _. tho ..tI.. dot...lnod .t ludlt .f Ih. ...ount of tho .......1 r..'......tI... OR
..._~.l to the Orpt,enl' Court.
AIIIUH
,lSTRlTlVE
CQRRf.CTlClfSl
,..tUlI .rr." dl..o..r'" on thl. .........t .hoUld .. odd'...... In .rltl" to. .A o...rl...t of ........
tur.au .f Indl.l....1 t.,... AtTH. ...t A........t ...1.. unit. O..t. Z.0601. H.rrlobu,..'A 171Z.'0601
..... (7171 7.7'6S0S. SOl .... S .f thO boOkl.t .In.tructlon. f.r Inhorlt.... T.. ..Iurn f.r . ...Idont
Dteedent- (REY-lS01) for .n .xpl~tl~ of ~1"I.tr.tlv.1Y correct~l. .rror..
If ... tox .... 10 ..Id .Ithln th,H ISl ..Iond.. _tho .11.. thO d.eodont'. d..th. . II.. ..reont ISXI dheount of
the talC p.ld 1_ .llowed.
thO ISX ... ....... __.orllel..tlon ....11. II e_I'" on lho 1.101 .f tho I.. ond Inl....t ......od. ond nol
..Id ..for. Jonuo" 1.. 1996. thO flr.1 do. .fl.r IhO ond .f lho I.' .....1. ..rlod, 'hi. __..rll.I..llon
....It. II _lobi. In thO ._ ......r ond In lho lho ._ tI.. ." lod .. .OU vould _.1 lho ... ond Inl....t
tMt hal be~ ......ed .. lncllcllteet on thl. nolle..
Intor..t I. .""r.... ...Innl.. .Ith ffrot d.. .f doll"""'" .r nino 191 .onlhO ond one III do. froo IhO d... 0'
dnth. to tho d... of .._1. ,.... ""Ich ..._ doll_I ..f... J_'" 1. I'.Z .... Intor..1 .t tho rol' of
.1. (AXI ..,...t ..r ..... ..Icul.lod .1 . d.ll. r.l. of .0001". All I.'" ohl.h b..... doll_t on ond .fl.r
J....r. 1. 1'.Z 0111 bO.r Inl.r..1 .t . r.l. ohl.h .111 ..,. froo ..I0nd0r ...r I. ..Iond.r ...r .llh 1",,1 ,.1.
onnouncod b. thO.A Ooo.rl...t .f ........ 'hO ...11.obl. Inl.,..t r.'" f.r,I'.Z Ih'ough 1,,6 .r..
olSCOlllT'
PEHAlnl
INTEREST I
'!!!! Int.r..t Aate Dallv tnur..t fltCtor !!!! tnt.r..t A.t. 0.11'11 tnter..t FltCtor
1'.Z ZOX .GDOS41 1917 OX .0001"7
1911 16X .00001 1..1.1991 llX . ODOSDl
1'04 llX . DOOSGl 199Z 'X .ODDZ"7
1915 lSX .DOOSS6 '1991-1'''' 7X .00019Z
1'06 In .00027" 1995-1996 'X .OODZ"7
..Int.re.t III c.lculated .. follow"
INTEREST 0 BALAHCE OF TAlC UHl'AID X IlU"BER OF DAYS OELI"QUEHT X DAILY IKTEREBT FACTOR
..... HoU.. llouod .lIor lho I.. ..._. doll_I .1Il ..fl..1 .. Inl....1 ..leul.Uon I. 11ft... nS) d...
...ond IhO d.l. of IhO .........t. If ......1 II ._ .ft.. IhO Inl....1 e..-I.Uon d.t. ....... on lho
Hollce, IIdcUtl0n81 Int.r..t MI.t be C11lculated.
.!ill
3/6
5/16
7/23
7/23
4/1
4/1
4/6
4/6
.'
ESTATE PRINCIPAL ACCOUNT
Debits
CONTINUED
PNC BANK CERTIFICATES OF DEPOSIT
121001017474 - Burial Reserve Account
131000027505
131900027940
PNC Bank Savings Account '5130043423
HARRIS SAVINGS AND MELLON BANK CERTIFICATES
107-16-130759 Harris
107-16-166611 Harris
Mellon Bank - Income Certificate '260-067375-C
Mellon Bank - Income Certificate '260-067384-C
II II _ (Meridian Bank assets referred to in Will)
MISCELLANEOUS PERSONALTY, ASSETS AND ACCOUNTS
3/6 Contents of gun cabinet (in kind to beneficiaries)
3/6 PNC Bank Checking Account #5140061748- Jointly owned
non-interest bearing but 100% includable as estate asset
4/12 Refund from prepaid funeral
5/13 Refund of automobile insurance
6/5 Jointly owned PNC Bank Checking Account '5140027398
50% interest
7/18 Capital Blue Cross refund
7/23 PNC Bank Checking Account '5000638453 transferred to
Nancy C. Steigerwalt household account to be used for
Decedent's miscellaneous expenses - 100% includable as
estate asset
GROSS ESTATE PRINCIPAL ASSETS AND RECEIPTS.....................$
-2-
$
6,047.00
18,000.00
100,000.00
18,948.26
5,000.00
5,000.00
10,020.00
10,020.00
356.00
5,966.51
71.16
11.59
845.16
235.10
20,675.84
405,720.12
ESTATE PRINCIPAL ACCOUNT
Credits
1996
37i3 Probste and short certificates
3/11 Funeral Services
3/11 Burial Container
3/11 Dsath Certificates, Clergy, Flowers, Cemetery
Rombergers - Grave marker
3/13 Estate Advertising - Cumberlsnd Law Journal
3/24 UGI
3/24 General Accident Insurance - House
3/24 PP&L
3/24 Laundry - Bethany Village
3/24 PAWC
3/24 Bell Atlantic
4/6 E.J. Koppenhaver - Real Estate Appraiser
(a) 1826 Anna Street, New Cumberland
(b) 39.8 Acres - Fairview Township, York County
4/12 Bethany Village - Laundry
4/24 Carl E. Reynolds - Firearms and Accessories Appraisal
4/18 Estate Advertising - Patriot News Co.
5/13 Fissel & Co. - Appraisal of Household Goods & Furnishings
5/13 Norman Courney Appraissl of Household Goods & Furnishings
5/25 County Inventory and Inheritance Tax, Filing, Fees
5/25 Register of Wills - Inheritance Tax
5/31 Robert Gasperetti - Tax Collector - prorated
6/5 Checks - PNC Bank
6/18 Short Certificates
Nancy C. Steigerwalt, Executrix Commission
William A. Yocum, Attorney's fee
8/14 PNC Brokerage Corp. - Commission, Sec. Fee and Post-sale
of PNC Stock
Reserve for Accountants fees, taxes, filing fees in
Cumberland and York County (Decree of Distribution of
York County real estate) and contingencies
TOTAL PRINCIPAL DISBURSEMENTS AND EXPENDITURES.....................
-3-
$ 337.00
4,512.00
650.00
885.00
98.00
60.00
45.95
11.00
41.72
15.00
8.50
11.59
250.00
200.00
15.00
25.00
59.50
25.00
45.00
25.00
36,234.57
64.62
29.00
6.00
15,000.00
15,000.00
262.73
2,000.00
$ 75,917.18
to wit:
~
4-12
5-13
6-21
7-18
7-23
4-12
5-13
6-21
7-23
4-12
5-13
6-21
7-18
7-23
4-12
5-13
6-21
7-23
5-13
4-12
6-21
7-18
7-23
5-16
5-16
6-17
7-16
7-23
~
,
ESTATE INCOME ACCOUNT
Debits
Account charges herself with the following items of Income received.
PNC Bsnk - Interest on the following:
CD'210p,1017337
$
50.51
48.87
50.50
48.87
26.07
26.83
25.96
26.83
39.88
44.71
43.27
44.71
43.27
23.07
26.83
25.96
26.83
39.88
56.04
57.92
57.91
56.75
29.88
161.11
389.35
402.32
389.34
77 .87
"
"
"
CD'21001017340
"
"
"
CD'21001017341
"
"
"
"
CD'21001017344
"
"
"
"
CD'21001017349
"
"
"
CD#31000027505
CD#31900027940
"
II
II
Harris SsvinRs and Mellon Bank Intereat on the followinR:
3-31 30759 Harris (07-16-130759) 17 .45
3-31 66611 Harris (07-16-166611) 27.18
-4-
.
ESTATE INCOME ACCOUNT
Debits
CONTINUED
.!.ill
3-31 Mellon 375-C (260-067375-C)
3-31 " 384-C (260-067384-C)
4-6 " 375-C (260-067375-C)
4-6 " 384-C (260-067384-C)
$ 31.71
31.71
6.13
6.13
5-13
8-6
Dividend from PNC Common Stock OCPT
'210798 - 594 Shares
II II II
207.90
207.90
Estate Trust Account - PNC Bank 050-0014-4779
3-27
4-26
5-29
6-26
7-29
4.20
39.09
66.97
24.14
85.89
Savings Account PNC Bank 05130043423
6-11
7-12
7-23
37.71
41.14
13.51
3,190.10
GROSS INCOME.................................................... $
INCOME CREDITS
NONE
-5-
.
~!!~~!!!
Principal Account
Credits
$ 405,720.12
75,917.18
$ 329,802.94
Debits
Income Account
Debits
3,190.10
Credits
NONE
$ 3,190.10
BALANCE IN HANDS OF ACCOUNTANT FOR DISTRIBUTION.................$ 332,993.04
NOTE: Unpaid interest on investments accrued subsequent to death but not
reflected above, along with possible refund of Inheritance Tax and unspent
contingency funds will be distributed according to Paragraph VI of the
decedent's will.
-6-
-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA.
1996-00219 ORPHANS' COURT.
FIRST AND FINAL ACCOUNT OF NANCY C. STEIGERWALT, EXECUTRIX OF THE LAST WILL AND
TESTAMENT OF HERBERT C. STEIGERWALT, LATE OF LOWER ALLEN TOWNSHIP. CUMBERLAND
COUNTY AND STATE OF PENNSYLVANIA. DECEASED.
SCHEDULE OF PROPOSED DISTRIBUTION
Suggestion is msde. thst the balance in the hands of Accountant for
Distribution. to wit. real estate. in kind personalty. and the funds remaining
after redemption of investments, all totaling $329.802.94 principal and income
in the amount of $3.190.10 be distributed pursuant to the terms of Decedent's
Will as follows:
PRINCIPAL DISTRIBUTION
Balance of Principal in the hands of Accountant for Distribution.....$329.802.94
To NANCY C. STEIGERWALT - the house and lot located at 1826 Anna
Street, New Cumberland. Cumberland County. Pennsylvania
Per Para II of Will
89.000.00
To CHESTER ADAM STEIGERWALT, JR. -
(a) The Decedent's gun cabinet Per Para II of Will
(b) Decedent's guns. ammunition and related assetsWara II of Will)
(c) A 39.8 acre tract less a 1.57 acre tract sold by Decedent
prior to death, both located off Steigerwalt Hollow Road.
Fairview Township, York County, Pennsylvania. Per Para IV
of Will
50.00
356.00
48.000.00
To The AMERICAN CANCER SOCIETY Per Para V of Will
500.00
The Balance of Principal in the hands of Accountant for distribution after
payment of specific bequests under Paragraphs II. Ill, IV and V of Decedent's
Will. payment or reservation of estate credits and payment of
Inheritance Tax 1s.......,............................,.............
$191,896.94
Total of Pennsylvania Inheritance Tax paid per account.............. 36,234.57
Remaining Balance of Principal in hands of Accountant for distribution
under Paragraph VI of Decedent's Will before payment of Pennsylvania
Inheritance Tax......................,.............................. 228,131.51
-7-
PRINCIPAL DISTRIBUTION
CONTINUED
To TRINITY UNITED METHODIST CHURCH of New Cumberland, Pennsylvania
25% of the above balance......................................... $ 57,032.88
To FOUR DIAMONDS FUND of HERSHEY MEDICAL CENTER, Pennsylvania,
25% of the above balance......................................... 57,032.88
Remaining Balance of Principal for distribution after deduction of
$36,234.57 Inheritance Tax payment................................... 77,831.18
To CHESTER ADAM STEIGERWALT, JR and NANCY C. STEIGERWALT, as per
Paragraph VI C of the Will.......................................... 38,915.59
To AMY STAUFFER, as per Paragraph VI D of the Will..................... 19,457.79
To ANN STEIGERWALT, as per Paragraph VI E of the Will................. 19,457.79
NOTE: Residue was expended for payment of bills.
PRINCIPAL DISTRIBUTION................................................$ 329,802.94
INCOME DISTRIBUTION
Balance of Income in the hands of Accountant for
Distribution......................................................... $ 3,190.10
To The TRINTY UNITED METHODIST CHURCH 797.52
To The FOUR DIAMONDS FUND OF HERSHEY MEDICAL CENTER 797.52
To CHESTER ADAM STEIGERWALT, JR. and NANCY C. STEIGERWALT 797.52
To ANN STEIGERWALT 398.76
INCOME DISTRIBUTION........................................... . . .. . . . . $ 3,190.10
Respectifully submitted,
-8-
, .
STATE OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
Personally sppeared before me, the undersigned officer, a Notary Public,
in and for said State and County, Nancy C. Steigerwalt, Executrix of the Last
Will and Testament of Herbert C. Steigerwalt, late of the Township of Lower
Allen, County of Cumberland and State of Pennsylvania, deceased, who being duly
sworn according to law, deposes and states that she is the Accountant in the
annexed Account and that said Account is true and correct to the best of her
knowledge, information and belief, and that there are no unpaid creditors to
be notified of this Account and the day of proposed decree of confirmation has
been given to all parties who have any interest in the estate as beneficiaries,
and further avers that the foregoing Schedule of Proposed Distribution of the
net assets of the Estate of Herbert C. Steigerwalt, deceased, is true and
correct snd is made in accordance with the provisions of said decedent's Last
Will and Testament and the laws of the Commonwealth of Pennsylvania, applicable
thereto.
It is hereby certified that all interested parties have been notified
that the Confirmation for the above referenced Estate will be held in the
Cumberland County Court House in Court Room 01 on October 8, 1996 at 9:30 a.m.
;1~ .
'lJ:t/~"~ {/. ' d/A,M...ht"L~
a cy C. teigerwalt
Sworn and subscribed before me
this ~/J~ day of 1)1. 5H f. , 1996
~)(.~rY~M..,
NOTARIAL SEAL
WILLIAM A. YOCUM. Nolary Public
camp Hili Bora, Cumbe~and CounlY
l/ri Commission EJcplres June 27, 2000
" 1t~\;;*.;~;'t~~_::.f/ '"
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{$",; :........ ....IOAdaoy
t~~h~~'~, ..., ........., . . ~=:
,~~JIIt~... m. ..... ...... ...... .. A-. ell PUI
t~lg;:~lltldlia......~IiIIq...,~PIIOdold
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The Recorder of Deeds is directed to record this Order among the
records of deed in his official custody and to index the same in the name of
Chester Adem Steigerwalt, Jr.
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Page Three of Three Pages
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IN THE MATTER OF THE ESTATE OF
HERBERT C. STEIGERWALT, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 1996-00219
ORPHANS' COURT DIVISION
AND NOW, this
~ AWARDING REAL ESTATE
({ day of ocrc.I':$e./\ 1996,
the First and Finsl
Account of NANCY C. STEIGERWALT, Executrix of the Estste of HERBERT C.
STEIGERWALT, lste of the Borough of New Cumberland, Cumberland County,
Pennsylvania, having been duly filed and confirmed by the Court, and the
proposed Schedule of Distribution distributing to the said NANCY C.
STEIGERWALT, the entire interest in real estate located st 1826 Anna Street,
New Cumberlsnd Borough, Cumberland County, Pennsylvania, in kind, having
been approved, it is ordered, adjudged and decreed that the entire interest
in the following described real estate is hereby swarded to NANCY C.
STEIGERWALT her heirs and sssigns:
ALL that certain piece or parcel of lsnd situate in the Borough of
New Cumberlsnd, County of Cumberland and State of Pennsylvania, as follows:
BEGINNING at a point on the west side of Anna Street at the dividing
line between Lots Nos. 62 and 63 on the hereinafter mentioned Plan of Lots;
thence westwardly along Lot No. 63. a distsnce of one hundred fifty (150)
feet to a twenty (20) foot slley; thence northwardly along said alley a
distance of fifty (50) feet to Lot No. 61 on said Plan; thence eastwardly
along Lot No. 61, a distance of one hundred fifty (150) feet to Anna Street;
thence southwsrdly along Anna Street, a distance of fifty (50) feet, to Lot
No. 63 on said Plan, the place of BEGINNING.
BEING Lot No. 62 on Plan of Haldeman Plot as recorded in the
Cumberland County Recorder's Office in Plan Book 2, Page 48.
HAVING THEREON ERECTED a dwelling house known and numbered as 1826
Anna Street, New Cumberland, Pennsylvania.
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