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No_ 21-80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of __--H-- l\I,LE~?_ ~TE_V~~~H__ .---- ----, deceased,
Harold B. McLane, Deputy
To ni6~8rElI!!, !',!'1g<;m;",,g, Register of Wills for the County of Cumberland,
in the Commonwealth ot Pennsylvania,
IS
Petitioner(sl <llret the execut]:i>>.'H_- _ named in the Last Will and
Testament of _'_ Alle.!l.Y-,-..E.t..even~__H____. dated .May 24, 1974
Decedent was a citizen of the United States and a resident of
'liowMmip
_ Borough, Cumberland County, Commonwealth
carlisle
of Pennsylvania.
Decedent died on
Tuesday
the
1st
A. D, 19~, in the County of
Cumberland
Pennsylvania at the age of 82 years.
loos ~Hilj{ :/{wx
Decedent has not been married and has not had children born to him
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
undetermined and of real estate to the value of
undetermined
as near as can be ascertained; said real
605 Devonshire Drive, Carlisle, PA. 17013.
estate situated as follows
@lj{X
Therefore, your petitioner~ respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Doted
January II ,1980.
7~ 8. J~J
Helen S. Stevens
605 Devonshire Drive
Carlisle, PA. 17013
Name and address
of Petitioner~
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Helen S. Stevens
named in above application, being duly
say(s) that the statements set forth In
s\~orn .___ according to law
this petition are true to the
best of her__ knowledge and belief,
-; I .' -, ......~-'-'-
Sworn and subscribed before _' Lr",~,,_ \), '-') ...I!.--_-~.cA
Helen S. Stevens
me, u:JJa_nu~-r,Y_~_],!,-___, . 19.80~___
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niSAarB c. P.I'IB8ril81'1, eglster
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Dietsch & Morqenthal
Attorney, (Tom H. Dietsch (
Filed;
e.:21-StJ -I
January 15, 1980
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1.A.S'11 VTI,L ".,~l~' '1'\::I:'l',"'!',':T n~,' "',I.l,\~'1 1. ,(.:T!.'.v;::NS
: County, PC',nnsylvnni:1, (1"c1nr<'. I'hi" instr1.1I'lC.',1.1t to hc '\,' Lnst ':!;] 1
T, AI.1.le!1 ,1 ,':'J':'~\"'.W" "I I;". P,nnl',,,I: "t' en,.l '; ,,1 e, C1.1mhCl'l :1l1c1
nnd Te_stanlcnt, 'in mnnnc,r nnc\ forI>. J-'n'\ 10\<.'i.n[(,:
J. T hereb\' cxnre""I:/ 1'('\",1", nll "ills :mcl Coclicils hexcto-
fore mndc. by me.
2. I her"by d;reet "\,' ExeclIl:r;), to pny all my j1.1st debts,
func.r,tJ. n.nd ndmi.ni.strntivp c~<~)(~nses nut of iny estate, [l.S soon as
practicnble nl:ter '10' (lcrlth.
3. Should rny Hife, llelen S. St0vcns, snrvive roe for n
periocl or: thirty rlnys fol1,n\Jin" '''' elc'ntb, T c1ev;se :me) bC'lue(1th
the. rC'.l'lni,ndc.r of 11"1)1 est<:1t0 to Helen S. Stevens.
4. Should 'Y \oIi [('. , lie Ten S. Stevens, pr(',c1ecci.1sC ITlC or clie
"n or hc-,forc the 1.h; rl:.i C th ,1.'1)' r: 0110'.,'; n,' "y c]cnth, 1 (lev; se (mel
beque.nth the re"1:'inc1cr of nl',' cstnte ns follm\1s:
A.
1'0 ~;"\y son, 11\]1)('. r
('
d.
Stevens,
if th0n livi,ng; othcl\<.'ise
p To the. iBslle of my ~){)n, I11.1hcr s. Ste\'cns, p(~r ~~ti.rpe.s,
ir any ~rc tl:.0n 1 i,/inrr: ,,,nd 01:111':'"\<::;('
C. To my (!<1\'f~hter-;n-lm", !~l1th ;'C"'\lOrter Stevens.
5. I n0;ni.n~1,tc rm(: '\P~lO~11t F:1nnc~rs Trl1st Cc,mn[!ny, Cnr1i~~lc,
Pennsylv<1ni..'1 I tl'l,,~t('C of the sl":1ro of nny hcncFid nry ,,,ho "lay be
under the r1[:.c ('.If t';\1C'.nty-onc yC'::rs.
Th" ineN'" r:n<'/or nd.ncif.>al
of srd.d trtlst mrlY be. ncc;u8ul nt(>.(} or c,,~':DcndC'.(l ror the I.H~int~nnncc.,
cducnti.0n ;q1d sllpporl: nf ~;ll('h bC'nef-fci :n~p :;S my trtl~1tC0- in its
801e'- (lir~crc~ti.on ""[1,/ (!('t(~l""'~ill(>-; 'q:d :~!~~ ~:l~.I,~;t:('(', in the r~yp('nditur~
of inem\(" "nc1/or prine ip:;l for such "'11',"0';"", m"y, ::t its (1; scre-'
tion, :1pply the ~;.""'~",p (1i rc(.tl ,. I,,'-i thnllt t',C', i.rl::C'TvC'ntion of ~
<',\111Fl;"" or r;;'" th<' ,,:;"',' tr' "TI? ,,:'Y'seTl i.,'v,n" the' c: 1'(' 01' contro'
0f ~:d(~ '-,c'nc,fic';,-:Y'" nr .,-i1'1 \:11,:.: 1 }:(' hC'n(.~'.;('i ;r~,' rc~;i(1('ri, ,'itr 011t
duty 'T' the n:-rt rf 1,1,(' I n,,,IT<' !.r ",,,,',\,i,,c oer:nrll':l'" intr. the
!:
npplic;lt:l',1) .,1' th' 1'1:11"" by "W' 1""'",'1) tr ...1'rl\ :my DnYI'\(',nt 'is ",0
.
.
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ,,:
COUNTY OF CUMBERLAND \
Th is............... .............. ~ ~ ~~. ............ ...... ... ............ day of................~ ~.~ ~~.~y.......................... ....... A. D., 1 B..~.9...,
Harold B. McLane, Deputy
before me D:..\..,,~,t V ^ n,.lnr(..r.n Hcgistcr for' the Prohate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pcnnsylvania, personally came ..............
Tom H. Bietsch and Janice E. Hertzler
................................................................................................................................................................................
"he subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ......~U.~!:... 9.".:.. .~!::.~:!~.~:'!....... ...... .... ...... ...... ......................... ... Dated .r:1~.Y. ...~.~.!.. ..~nL..........
late of ........ .!?<?::~.::9.~...~.~. .S~.~~.~.?~~.!.................... ......... ........ ................ Cumberland County Pa., deceased
who being duly .........:'!:-!.<?::?....................... according to law, depose and say, that .....1;:.~~;{...?:'.~.::!7...............
present, and saw and heard the testa..~~"'........................,
Allen J. Stevens
.............................................................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h.i.Ol............ Testament
and Last Will, and at the time of so doing ..................~!'!...........................was of sound and disposing mind
memory and understanding, to the best of .......JJ:1.E?~);...........................knowledge, observation and belief.
.............~.~~.::::....................... and subscribed before
,
......~~....\1,n~~~................................
_ Tom H. ~l.etsch-i '
. " (' .' \. .'
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,,:ol"J arirce"E':" 'i-i~r.fz're'r" .... .......... ........ .........
l/N..hVL. ^ ~ <'s?\qt j., ',' Deputy
1... .... .... .c,~\'.\.....\ I... ..\1. .. ...,' ')~,,'~I.=......... ...... ........
R~'"'lltu.d IJ. Aud............I, gister
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND \
............................................... .~~ ~.~!:...~:....~:t: .~.y.~!:.?.......................................................................... being duly
..................~.~!?;:~................... says that as nearly as can be ascertained the said decedent ..........................
. ............. ..... ... ..... ............ .......... ...... .... ....!:.~ ~.~.~.. ~.:....~.~~~~~.~... ........ ............. .., ............ .... ........ ..... ........died on
.........?:'.~~.'!.?:~~....................... the ..........~:'!~................day of .....:!.~::.l!.~n.:............................... A.D., IB.\\R..,
at or about .......................................... o'clock. ....M.
sworn d I 'b d thO
....................................................an su )5C1"1 C IS
.........................~~................... day of ....'!.~.~.~~.D~....
19, ?R...., before
) / " :'1-' T~
....... ..::.i-.--:S:~.-!:;~;-.;-;:. ..}, .!.: ...~~.: .~~~.;:;-::?.. :....... ....
Helen S. Stevens
. ::gJ.0i.l. J:~.~'f'<.~\\ .)~:.. .~.~ .~:..,..-;;........ .?.~.p.~~'f..
n;",lltud n. Aud.....mll. Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PI~NNSYLVAN1A}
COUNTY OF CUMBERLAND SS:
Before me, the Registel' Iill' the Probate of Wills and granting of LetterH of AdminiHtration in and for
the County of Cumberland, personally came ...............r~~.~.~!:...~.:...~~.~::.~.n.~.................................................
who, being duly .......??:'~.~!:.........., do ~~...... depose and say that as ......~~.~.~).!.~!:.~.~.....................................
of the last Will and Testament of ...................!\g.~.:!...J.:....~!:!7.y.~!:.~.................................................deceased
..........:'!~~........ will well and truly administer the goods and chattels, rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances. .....~.~~.li'.~............ and subscribed
before me.
January 11 80
........................................................ A. D., 19.......,....
~.lJ~~J:n~J.w.M=............~~)?~~y
.. Rie1.B.l.4 E. AR8.0FBBR, Register
........2~~....$....3~~~.....................
Helen S. Stevens
...................................................................................
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DECREE
Be it remembered that on the ..........~.?~~..... day of ..........0:~!!.::~::X......................., A. D., 19 .~.9...., there
was probated and recorded the last Will and Testament of .....!~JJ~.t:l...::r.:....~.t.~)!.~!!.i?..................................,
late of ......t:~~...~~.~~).!.9.~...'?L~~.li'.~~.i?~!7................., Cumberland County, Pennsylvania, Deceased. Letters
.........~.7.~.~.~~.~.n.~::-.7.Y................... were granted to ....~~.~.~~...~ .:... ~~.~~~.::~... .......... ...... ............ ....................
Witness my hand and official seal the day and year aforesaid.
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( . '. j. - " '- / Deputy
..l.l.u.tL.\..:.f,(..\yr;..,:/).(J~:.......:.......
RWRR:rd t. ..I.UOIElOlf, Register.
.
.
'"m No. .CC.., '6.'0) THIS FORM REQUIRED IN ALL ESTATES WITH GROOS ASSETS UNDER 110,'00, UNDER SECTION 701 OF Acr OF JUNE l~' .....
EFVECTIVEJANUART., .",. IflLE IN DUPUCATE WITH COPY Of ,,'ILL A,.ACHED) 'f-J-iO
" c:?/-to-/9'
, '* OFFICE OF'THE REGISTER OF WILLS
County of . . . <;P.I1~l'.~J;.f\~I;l. . . . . . . . . . . 17013
....",... .1:I~k?P. .$... .$t~.'!l?r.~.............,... of ?P.~. P.~Y\l.I1~\1.i.J;,? .I?:r....,. 9.,\J;~.i.f!~!'l.,. .1'.1\,.!..
tNa.m') IAddttul
being duly .n..n.n.?~!?.!:~......n.n.n.n according to law. deposes and sa)'s thaI he is lhe ....n.n......E:.~(l.c.\l1:,r.~.x.......................
Ibcc.Adm ,Lc.u<<, I:lc.}
of Ihe eStale of.....J\I)..I~m...;[.'.n?t.!'!V.E?.D.$.....n......... whose last residence wasn.6,~.?n.!?E::!!?!!:'!.h.~.r.~...1?F..i..Y.~.I...........
INo) (SlrtCI)
S.~F..+.~:'!.+.~...l?9.l?~~.9:!:..........n dmased, and lhac lhe whole of lhe eSlate of said decedent, who died ..<!.~!.::..J.(.n~2.?~.
IC",. Bo,""h or Tow"h,") 10"')
consiSled of:
REAL PROPERTY IN PENNSYLVANIA, WtTH STATEMENT OF MORTGAGE ENCUMBP.ANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPr.RTT HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES A/IO RELA1'toNSHI' OF OTHER OWNERS.
REAL PROPERTY
Estimated
Value
Real Estate
NONE
Personal Property
1. 1971 Buick Sedan.
100.01Y"
2. 8 shares of common stock of Valley Copper Mines Limited
at $18.00 per share.
25 shares of common stock of Texasgulf, Inc., at $36.62
2.:Jer share.
40 shares of common stock 0 B.X. Deve opment Ll.ml.te a
4. $7.10 per share.
48 shares of common stock of The Signal Companl.es, Inc.,
5. at $39.062~ er share.
6. 75 shares of common stock of Edo Corp., at $18.75~er share.
200 shares of common stock of sudbury contact Mines Limited
7. at 1.64 er share.
300 shares of common stoc
8. at $10.5288 per share.
300 shares of common stock 0
9. at .50~ er share.
500 shares of common stock of Tr~n~ty ~nes
10. Limited at .42~ per share.
144.00/
915.63/
284.00.......
1,875.00-
1,406.25-
328.00......
3,158.64.......
150.00.......
210.00......
242.86./
11. continental Casualty Co. payment.
12. Medicare refund.
105.26....
TOTAL
8,919.64.........
0-_3
NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the
decedent as of the date of death, Such letters must be ~igned by a responsible officer of the financial
institution or mortgage hJlder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type 01 account, account number and the exact name or names i~
which the account is registered.
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OFF ICE OF THE
REGISiER OF WILLS
:)/-S(7-/~
STATEMENT OF DEBTS
AND DEDUCTIONS
NO. 21-80-19
/,"/LI
C'
REV..4!l!l IO-7D1
OF CUMBERLAND COUHTY
AHO AGEHT OF THE COMMOHWEAL TH
. ,
.
E~TATE OF ALLEN J. STEVENS
LATE OF Borouqh of Carlisle
-
DATE HO. OF HAME OF PAYEE REMARKS AMOUHT
VOUCHER
Register of wills Letters Testamentarv $ 39 00
Hoffman F""o-~' \.lnmp Funeral Exoenses 1 7(\" (\(\
Richard Blumenthal Mausoleum Rental 200 00
Register of Wills Short certificates 15 00
Masland Associates Statement 331 00
Chester Raudabaugh Statement 271 65
William Baker Aopraisino 35 00
Kansas Dept. of Revenue Statement 1 00
p" nonr nf '1'-"" ."rin C:i-"romoni- q Inn
Janice E. Hertzler Notarv 16 50
Reqister of Wills Filino Inventorv & RCC 6 00
Register of wills Filing Debts & Deductions 3 00
-
Helen S. Stevens Reserve for Closing Expenses 250 00
Helen S. Stevens Family Exemption 2,000 00
Bietsch & Morqenthal Attorney I s Fee 500 OL
TOTAL $5,382 15
-
DATE OF FILING APPRA'~EMENT
DATE OF DEATH
Januarv L 1980
COMMONWEALTH OF PEHH~YLVANIA \
~~:
COUNTY OF CUMBERLAND
I, Helen S. Stevens, Executrix, HEREBY CERTIFY, THAT TO THEBE~T OF
MY KNOWl.EDGE AHD BELIEF, THE FOREGOING I~ A JUST AHD TRUE STATEMEHT OF DEBTS, FUHERAL EXPEH~ES AHD
EXPEHSE~ OF ADMIHISTRATiOH SUBMITTED TO THE E~TATE OF Allen J. ~tevens
DECEASED, AS DEDUCTIOHS FOR IHHERITAHCE TAX PURPOSES. -i ! ',( 7'
[, 1f.i DAY OF H~~'e'n 's'.' ~t~~~~s'J',' ,., : (,I(L.~.)
SWORH AND SUBSCRIBED BEFORE ME THIS
Ma; S .,.,1980.
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-"i-,;j'-.,l'):, E>~-}:r.::'. .:(;1": IJ:\' 27, 1983
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
Helen S. Stevens,
--- .--. .--.'.-- .--- _. -- --_.-+... ._- ------ .-----.-- "
late 01 the Borough of Carlisle, ,___, Cumberland County, Pa., deceased and that the
within is an inventory made by ,._ _ ,__, ._ ,_, ,J:1e!__,______ ---, the said~xecutri~._
01 the entire estate of said decedent, consisting 01 all the personal property and real estate, except real estate oulside
the Commonwealth of Pennsylvania, and that the ligures opposite each item of the Inventory represent it's lair value
as 01 the date of decedent's death.
_.._ according to law, deposes and says that she _ .i51__EX.El.c::,u_tr.J~ -..... .-...-
of the Estate of ___Allen~Steven~.___,______
being duly __~W9_~!1 ,-
---- -- ----..-----.
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C./
JANICE F HF'DT7IrR t-JOT/\RY PIJRUC
Cl.Hllhl~rlrw"l~1 rOllnty CClrli'_:}~', PI'
My Commission E)(pires Januory 27, 1983
19 80
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\ Exeole?:! ,- ;..~~-,
. 605 Devonshire Drive
-...------
Sworn
and subscribed before me,
Carlisle, PA. 17013
Addron
_._~---_.
January
Month
1980
Date 01 Death -----'
1st
Year
Oay
INSTRUCTIONS
I. An inventory must be Iiled within three months after appointment of personal repre.entative.
2. A supplement inventory mu.t be filed within thirty day. of-discovery of additional assets.
3. Additional .heels may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
ESTATE
I 'f
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If 1'.' 'I
(j COO
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COUNTY FILE NO:
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DATE
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r' /' ,-' ;-," ,. J.
FILE NO.
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COUNTY
II J._
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DATE OF DEATH
.I - /
o
Appraised Value of Estate:
Real Estate
s
+
,/"/,/,(,/
Personal Property
Jointly Held Property/Transfers
+
$
, 'r .1'( ,:, ,;
Tolal Gross Estate
"t'~ S ,)
. ;'\,
.-
,I ~)
Total Approved Deductions
$
~;' [':, 7 //'1
_'.__.'J I
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
} I., j ;;: ,/ '/
Amount Taxable @ 6% Rate
$
-,
.) ')
;: ! j
tax due
$
(y-. / /-), ? .'J--
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s
?/;"p.
-
,)
'* '* '* '* '* .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by -
Less Credits:
DATE OF PAYMENT
// .
? ... L)'" 8 ()
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrues at the rate of six (61 percent per annum
on the unpaid balance of Inheritanco Tax from
to date of payment. Interest due if paid by
is
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BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $
Seo InformBtion on Reverso Sido
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Assessed by: ,,' ,.~:'t ",/, 1--..-
Agent lor tho Commonwealth
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To inSlHC proper crodit to yOllr I1ccounl. Ihl! nilr1\l~ 01 It", p',lat.' .Intl ldl' l1luntmr ~11(Juld lit! CICilrly print-
ed on tho chock or money ardor.
This ilssessment is mnde in ilcc,trdance Wiltl Section 708 of the Inheri13nce Dlld Estate T,j)( Act of
1961 (72 P,S. S 2485.708),
To the exlent that inheritance tax is paid wilhin Ihr('1) (3) monUv; lifter tho dlH.llh of Ihe decudcnt. a
discount of fjve (51 percent is allowed (72 P.S. 5 2485- 71 G).
Inheritance Tax, other than tux on a futuro interost. is duo althe date of the decedent's death and becomes
delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. S 2485-711). Inheritance
Tax on a future interest ;s payable within three (31 Illonths after the transfer taKCs effect In possession and
enjoyment and is delinquent thereafter (72 P,S. 9 2485.712). CAlculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following int~Jfest table:
-------------------- - ---------- --- ---- --------- - - - -- - --- -- ----------- -- -----
1 month .005 4 months ,020 7 months 035 10 months .050
2 months .010 5 months ,025 8 months ,040 11 months .055
3 months .015 6 months ,030 9 months ,045 12 months ,060
, days ,000 17 11 days .00186 21 days ,00352
2 days .00034 12 days 00203 22 days .00369
3 days .00051 13 days ,00220 23 days .00386
4 days .00068 14 days ,00237 24 days ,00403
5 days .00085 15 days 00250 25 days ,00420
6 days .00101 '6 days .00267 26 days ,00437
7 days .00118 17 days .00284 27 days ,00454
B days .00135 18 days .00301 28 days .00471
9 days .00152 19 days ,00318 29 days .00488
10 days .00169 20 days 00335 30 days .00500
- - --- - ----- --- ------- _._- - -- - - - - -- -- - - --- - - - - --- ---- - - - - --------- -- - ---
Any party in interest, including the Commonwealth and the rer~onal representAtive, not satisfied with
the assessment may object thereto within sixty (60) d:JYs after receipt of tillS N()tice as provided by Section
1001 of the Inheritance and Estate Tax. Act of 19G1 (72 P,S. !i 2485.1001)
Make check or money order payable to:
"Registcr of Wills, Agent"
Mail to the address listed below: