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No. 21-80 ;' I
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estote of
, deceased.
!,;I\M1JET.!,; !,;TEE~
Harold B. McLane, Deputy
To nie!rlarel c. ,^.f'l6EHBSf'l, Register of Wills for the County of Cumberland,
in the Commonwealth ot Pennsylvania.
)l;ljc ricies ;Alberta M. Stees died May 31, 1964.
Petitioner(s) are the execut nomed in the Last Will and
Testament of Sam"el!'; St""" dated l'pril lB, 1963
Decedent was a citizen of the United States and a resident of
l'~wmtl>l~
Borough, Cumberland County, Commonwealth
Camp Hill
of Pennsylvania.
Decedent died on
day of January
the 20t'"
Sllnn"y
I
A. D. 19~, in the County of Cumberland
State of
Pennsylvania at the age of 92 years.
Decedent ~~: nat been married and e not had children born to ~~
since the execution af the above described Will.
Decedent was possessed of personal property to the value of
$1 nt; non nn and of real estate to the value of
o
as near as can be ascertained; said real
estate situated as follows
apply
Therefore, your petitianer(s) respectfully ~btlit~ far the probate
of the said Last Will and Testame:nt and for Letters Testamentary thereon.
Dated January 28, 1980
,
Name and address >;; ~ )1'~Xv
of Petitioner(s) Elsie M. zeigierl.l
300 Beverly Road
~ Will, p~ 17011
~/)}a"uh-./tL(<V. /)7tl.-I.<;:;--,Jt.t.a r:;fj/&'-
MaryVEngle .y (/
625 Lenker Road
Harr~sourg, ~A 1/111
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~ Ss
Elsie M. Zeialer and Mary Enel"
named in above application, being duly
say(90 that the statements set forth in
sworn according to law
this petition are true to the
best of
their
knowledge and belief, _
[p(~.- 7~, ~l/-1/~
Elsie M. eilj'le'
)) ) (,t (r JII; ,0 ;(--:;,{P ~
Mary irigle /
~wnl"'n
and subscribed before
~arY 28. 1980
'---.A.. 1;; v'mc.-~ Deputy
ni8~8rel Co t.I"lSerG81'1, Register
i5-17 1
Filed: January 29, 1980
~/- f'o-~Y 0 ';;~f/--R'
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tlorney: //""")'. l.', L~,~ ',' ,/,'
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7/7.(IP-Y/71 ,~"':/' dC' /,./_,--_ /7oS 3
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LI,ST ,JILL Mill ESTA,.,t::l'H
B., i 1 rf,me,nber~d Ihnl I, S.unuel S. Sl","s of I,,"rysvi 11", Borough, Perry Counly,
Penn"yl vnni <:I, be i I1g of soul1d ~nJ d i SpOS ing ,oi nd end :ne::lOry, cons i dcr i ng 1h" uneer td nty
of life, and being d"sirous 10 5..,111,-, my worldly 1Jff,:"irs whil:> I hnv" slrGnglh "nd
capacily, do m2,ke Ihis "y Lesl ':lill .,nd Tes12,;I,""\, herc;by r~voking "nd ,""king null
2nd void eny "nd cll,'iills 2nd T~sl"m"ni.s or writings in Ihe ndur" Ih.,r"of by",,,, .,1
any !i,ne hc,rdofore ",.-,de'.
FIRST, I dir'ccl Ih2lTl'l body b" resp,~ct"bly inl"rr,J ,'n,] thnl my fun~ral be
conducted in 2 fll2nncr corresponding wit.h ,';1y l!sloJb:.: c:'nd situ2lion In life.
SeCOND, I order ~nd dir"ct ':ly executr ix 10 pCJY dl :"y jusl debls "nd funeral
expens'~s ;;S soon ['5 sh-~ conveniently c8n do so ,;ftcr r~IY dcCC:f:se; I &lS0 oroer my
sodd Executrix 10 pey inh,.,rit.-nce li'x, if any be 0""', fro,n Ihe corpus of '"y ustal~.
THIHiJ, 1 give, devis,.' and bequec:lh <'II of my esl,"le, real, flOrson,,1 2-nd ,nixed,
10 my wife, Alber 1.-, "I. Slees; 1 "ppoinl her C:xecutrix of o,y estele nuthorizing and
~mpowering her 10 sell my r"dly 2nd 10 ~xecu1e 2nd ddivur vdid de8ds for Ihe
sa le ther~of.
FOLlRTH, Should iilY s2.id wife predecease me or should we bolh die as the resull
of a common disaslnr, I then give, d'Nise and bequeath all of my estate to my four
chi Idr,m, Ar Ihur Stees, Elsie Zeigler, Ernesl Sb"s and ,;iary Sloes, share and share
alike; should this contingeney occur I then nppoint Elsie ,;i. Zeigler and ;,lary St"es,
as Exeeutricies of illY "stale \'Iilh the S2,Cl8 pO\'lers "bove given to my C:xecutrix and I
dirl",t that they she-II contact my frienJ, Harry o. Crytzer, 10 assist them in sellling
Iny es ta t".
IN ':IITNeSS ',',H~P,EOF, I hew h"r",unlo scl my hand anJ sed this 181h day of April,
1963.
.s C/.,.Ht.!.J2--f g, S Z;;v.J.,
(suU
Sigmod, s(,~leJ, publ ish"cJ and decl8r'cd by the cbove-an:ned Test210r 2S 2.nd for
his last Jill end Test~ment in our presence, \'Iho, in his ~resence, al his r0quest
2nd in Iho pr8senee of each other, haVe' her'Junto sd our h.-nds as ",llosting witnesses.
}j ;to QiJiUUJ
4/tj?i~ );; '. C;Yoot /
2~.O
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OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND J
55:
This, the
28th
day of
January
~ Harold B. McLane, Deput~
A. D. 1 ':7Z:-, before me, Riel.!ls Ii. ^ 11 i1arin, Register Tor
the Probate of Wills and Granting Letters of Administration in and for the county of Cumber-
land, in the Commonwealth of Pennsylvania, personally came
A-J?I-h tf Ie
Sf-EJ.::S
who being duly
,<;
sworn
according to law deposed and say that they are well acquainted with
the handwriting of
Samuel S. Stees
whose name is attached as
Testator
to an instrument of writing
purported to be
the Last Wi II and Testament of
Samuel S. Stees
late of
camp Hill
, deceased
and that the said signature is true and genuine, :llIJUhtRAtdbec~x
~~~~llI~~'irx
sworn
nnd subscribed before me,
I
\. -X(.~,i.~:-(,/~~"~:~&!c~
28th
doy of
this
January
A. D, 191~
~'D'
, ,~~;6~~:~uty
per~M 'i5~o<~~
" ,"-
Deputy Register
..".......,.....,...,...,..,..................,.,.......,......,-
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
This,....., .......,.. ,... ....,.......~.~~~.... ..., ..,.,..... ......,...... day of.., .......o!.~ !.l,~!!.l?Y. ................. ....,.,........,..... A, D.. Ill~!),. ."
Harold B. McLane, Deputy
before me Kkl....d 13. :...<1"....,1, Register for the Probate of Wills and !(ranting lelters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania. personally came ..........,...
,~"",f.ay.,,~lQlJ.~.~r;,. ,Qf;.,J,?".N"..l\p.P.;I,!,!, ,,1'!!;.,.,....~~!1,. ,!?.+.9.Qmf.;i,!'!)..g......p.!'!.+.U",!<9.,..."..p.~,I;l,n~y.~y,<:1,n:i:.~"
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of .",.samu~l...S..."Sj;.e.~s,..".. ,.""...,...,., .,.,..",............, """,.", ..... Dated ...,l>P.!::t:j., "ll,l",.,J.9.g}....
late of...3.0.Q...B~y,erl,y...n.Qad...,C.amp...HilL........................................ Cumberland County Pa., deceased
who being duly .....sworn................,......... according to law. depose and say, that ........ahe...w.Q.~................
present. and saw and heard the testaj;.Qr~,..Samu~.l...1>... s:t.e.~s....................................................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h,;i.,a.......... Testament
and Last Will, and at the time of so doing ............he.................................was of sound and disposing mind
memory and understanding, to the best of .......her.................................knowledge. observation and belief,
.......~wQ,l=:n....,........................ and subscribed before
GI:~.ia~-<ti!jus(jf.--ffl.M:;J..".,.,.... ." ..."..,.,.......
".,..........".,.",'."............,.."..",..".,....,.......,..,............,
~::tt~G,d;'.~..,.,"'~~.l?~~y
R:..L..uJ. E. .:'..udClOOR,:.~g~ter "'---
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA! ss:
COUNTY OF CUMBERLAND \
..El,sil<!..,M.....Z~,igl.f;\r",..,.....,.....,',...,..,.,....,...,..""..""", ..",.",..., ..........".,..".."" "....,....................,..being duly
..,................swo..t:n..,..,.,.......... says that as nearly as can be ascertained the said decedent ...................,...,..
.,.,Samuel.,.S....,S.te~s...."...,""',..,',...,... ,.,..",.."..., .... ,......,...,...... .......... """.." ,....... ......""".. ".,.."..,..,.,.died on
,1'!MX\9,<;IY.,..,.........................,.., the ....,.....,?Q,t,I:l...,..,.....day of .........il:!!-,t;\~~,~y............................. A,D" 19J!R"
at or about .........,.........).;},Q......,....., o'clock, .P..M.
..................,......,)l!1.'?F.r.......,......and subscribed this
...................~.~~~..................... day of ..:!.':':~~.':':~;.:',.....
19, ~,~.... before
['e '4')
"\ ' _ ...-7
,Ei"sf~.:,)~~Tg1'~;? ~.".,.".,..,.,..,",..........
",~~l?~~Il...I?~P.H.tY.
R:...lu.ud. ~., Register '~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for
the County of Cumberland. personally came .J;:.+.!'l;i,.~...M.,...~!:!j,g.+.~h...~n.c;1...M.9-.!::y...f;n.gJ,!i!............................
who. being duly .......:;w.ox:n........... do .......... depose and say that as......EXeC.utri.c.i.e:;..............................
of the last Will and Testament of ...........................samuel..lI.....s.tee.s............................................deceased
........they........ 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. .......SWOJ:D.......... and subscribed
before me.
..JanlJ.ax:y.....f.!:l.~!)..!...................... A. D.. 19..Il.0......
~B~~~......?~?.~.:'!
R:...L.....d E. ...A~....LlL..~nn, Register
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DECREE
. 29th
Be It remembered that on the ........................ day of ..........................Januax:y....... A. D.. 19 ...8Q.. there
was probated and recorded the last Will and Testament of .....SaltUlel...S....Sl:.e.es.....................................
late of ....~.QQ...ll!l:v!i~hl.Y...R9.lls;l./...J;.<ll\lp...H.i.ht. .... ..... Cumberland County. Pennsylvania. Deceased. Letters
Stees
.... .r.!'!.~.t:1!m~r.~.<:!!:y....................... were gran ted to . .l!:~.~.~~. ..~:....? ~.~Sl ~ ~E.. .';l.~~.. .t:!~F..Yt. .?:~$!.~.~............ ......
Witness my hand and official seal the day and year aforesaid.o(\ r.
~.~~:v.n~/.f~.?~!?~~Y
Rid.au! E .A ,gister.
.... .' ...
.. ..:.-
COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
'55:
Elsie M. Zeig~e~_~!,~_S~~es.E~~~<:__
.-----
baing duly sworn _ ____ according to law, do poses and says that th/j .t.heJJ\ecJ,tt.r.J.c.eIL--._-
.__ 01 the Estate al Samuel S. Stees
late al. 300 Beverly Road. Camp Hill. , Cumberland County, Pa., deceased and that the
within is an inventory made by __.._.___th.~m___n._. ___ - -...-.-' tho .aid Executrices
af the onliro estate al said decedent, consisting 01 all the personal prol'orty and real estate, except real estate outside
the Commonwoalth 01 Pennsylvania, and that the ligures oFPosite oach ilem 01 the Invontary represent it'. lair value
as al the date 01 decodent's death.
and subscribed bolore rne,
\~:w. J0L ;))}~;Z.jtc-.> f-,q.lL
Executor . Adrnlni r.tor /
300 Beverly Road / 625 Lenker Road
.
z:z / <l
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.I SA&,m ~'. f:nm'.i. H.;t.uy rU~s(
My C~ll\IIlIon u.pil.!! May 23. nlu
Mol"'r"" "A
., ... (' Perry C~mlr
19 h
~amp Hill, Pennsvlvania
Addr."
17011 / H~rri~burg
PA 17111
Date 01 Death
20
January
Month
1980
Yur
Day
INSTRUCTIONS
I. An inventory must be filed within three months alter appointment 01 personal representative.
2. A supplement inventory must be filed within thirty days 01 discovery aladditional assets.
3. Additional sheets may be attached as ta personalty or realty
4. See Article IV, Fiduciaries Act 011949.
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COMMONWEALTH OF PENNSYLV ANI A
DEPARTMENT OF REVENUE
l3UREAU OF FIELD OPERATIONS
.
~ 1. 8'-0 - L;f'"
Ri:SIDEHT DECEOEHT
COUNTY OFCul11~cr1_'!.\1d___._.___.
=
.------_.__._----~-
IMPORT"HT,
This r~tufll Illlil'd lit" l'lIl11pIL'h.t!llll:Ctallllml rllt'dlll ,hlllln';llt', wllh 1111 allildu'd, \\1111 IIIl' Itt'iO'iIt'r of Wills uf Ihr,
COllllly \\IWfC tlCccJl'nl n'"iLlI'd. Ih'!UIIl no thll' \ullllllllllll' llIl1lllh.. ..111'1 ,I;ur of dt',HIl. Ulllt's:" 1111 c,tl'lI\ion IS granted
hy the Seerl:taty of Itc',u'lIll", 'Sn.:tlOll'1(1\ .,j' ,hi' lnhl'lllOllln' ill\lII':"'lall' rll\ AL'llIr ''If,I.1
"-'.'- ..
L.ate of
IN TilE MATl Ell OF TilE FSTATE OF }
Samuel S. Stecs
tSTATE FULL N.....ME OF' OEr.f:IlE~~---- ---
Cumberland n"'___ Coun.y
AIJ\lI:"ISTltATOR
AI'FIIIA\"IT OF
EXEClrnlR
Stato of
ppnnsy~'laD.in
I
( '"
./
}mry Stees Engle
and say
County c.f Perry
Elsie M. Zeigler and
Administrator
Co- Exceldcus
or tho astotl, of tho Ilbo'-e-nomad ducodent being duly SWaIn, depou
Januarv 20,
{MONTHI
Name and oddrns of attorney ar }
othor authOfh:od rlJpresonlotlve 10 whom
011 corrospondenca should b" mailed.
, 19 80 ___1 lostato loaving a lost will, copy t)f which is herolo nltoch.d. }
~lntllls'ntlll
Decedent died
1tl,,'t'J
Mary A. Etter Dissinger, Esquire, 201 }mple Avenue.
Suite 1-B, }mrysvi11e, Pennsylvania 17053
That as such co-executrices t1eponent is familiar with the affa.irs of said cSUttc lIno the properly constituting
t EXECVTOR.AOMltlISTRA TOR:
the ::.sscts thereof amI their fair market value.
That at the time l)f death there was no safe dcposit box registered in deceJent's individual name, or jointly with, or
as 3gent or deputy of another, or in decedent's individual name, with right uf access by lmother as agent ur deputy. with the
exception of the follo\Vin~: -
NAME AND AOOFtES~ OF BANI( OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SoAFE DEPOSIT BOX
The First National BAnk ot NarysvI1:(e
P. O. Drawer B, Marysvi11e, PA 17053
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAME:S OF
amue tees
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
=-~-==
-- -
That the contents of !<.uid s~fc depo!-;it box or boxes arc itemized under Schedules R
with the c>:.ccplion of the fullowing, for the rt,;3sons hereinafter set forth:
of this return,
That Schedule A attached hcrclO and made part hereof sets forth fully :'lOd in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It a1so sets forth the
mortgage encumbrances upon each p<irccl of real property at the date of death, giving the amount still due at
death, name of mortgagee, dale, rate of interest, and book and page of rec(l[d thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as uf date of death of decedent.
That Schedule B altacheJ hereIn and made part hereof sets fOlth fully and in detail all personal property
wherc~o"er situat~d awned by the decedent at the time of death; all mun~ys left by the decedent at the time of
death, whether in decedent's immediate possessiun. standing to decedent's credit in banks of deposit, savings
banks, lrust companies, or other in:ailUtiolls. whether individulIlly, or in trusl for any other person or persons
giving also separately the accrued int~rest thereon, if any, down lO the lust interest day prior 10 decedent's
death in the case of savings banks, and tu the dnte of decedent's death in all other cases: all bonds, post"l
savings, treasury certificates or noles and other evidence of indebtedness of the Ullitetl States lO the de-
cedent; all uhligatiuns, whether by statute or agreement they are designated as tax free, of the United States,
or any state, 01 political subdivision thereof. or of any foreign counlry. which ilr~ owned at the time of death;
aU wearing appalel, jewelry, silverware, pictures, books, works of art, household furniture. horses, carringes,
automobiles, boats, and any and all other personal chattels of whatsoe"cr kind or nature, left by dt.~cedent,
together with the fairly estimated market \'alue thereof; all bonds alld mortgages held by decedenl anll-of all
claims due and (,wing decedent at the time of death, and all promissory notes or other instruments in writing
[or the payment of money of which decedent died possessed, of whatsoever nature, with inten.:st thereon, if
any, giving the face value and estimated fair market value thereof, :lnd if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
\,ayabie to the est:tlc from life insurance policies carried by decedent: all annuity an~ ~1dowment contracts
the pmcecds of which wcre payable upon the death of the decedent; all and the corporate stock~ lind dividends
dne thereon and unpaid ns of the date of death, bonds and accrued interest thereon to the dale of decedent's
death and other investment securities owned by the decedent III the lime of death, with the mmket vRlue there-
of at such time.
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III llll' (~Il'te of sl'I'lIrlt,l(!S .If' ctllt'l' or ('11",1):,' I~Clr'llt;rnt,l(.ns, till' vn'UI!S rppnrt.m) doft! t,R I'ar llfi
I'n..lh\.. .lIh. tlllltl 111,.,1 hI' l" I 11"110 1.,1 IIl"'"m,,"1" ..l" th" enrl'nr..l.Inllll, .hnwlll~ th.. .,S/I"l" 111,,1 11'lhlll'.les
Ih"rool" ". ol" tl,o .,,,1" nl" ,h",'.h. Th" ..,h,.,11I1" ,,\so SIllS l"nrlh thn 1"1,,,,'SI lIl" ,h,ee,lelll .L Lh" t.1mo or
d,'"1h In '"'1' "n-I'"".,,,."hl\' or '''I'II'''S', 1111.1 I" ""1'1""1. nr II'" v..lll" nr ",,,h 1lIl,,,osL thl"'" I. 1111110""\ 10
slIhl seh,',IIII.', f'l1I1I1I0I'1I s.,I"m",'ls .hn..III~ Ih"'SS"" .",,1 \\'ohlllll,'s nl' s..I<1 cn_l"rl""rshll' nr hllslno...
.\ ""I'!' ..I' tI,,, ""-I."rlll,.rsllll' ,,~r",'m,'"1, (I r IIrlll, n sl",,',"OIlI s,'"IIII~ l"orlh tho II"Lllr" 0" tI,., lI~r,'emenl)
t,,~,.t1...r .llh" st"tom"1I1 ...t.t.III~ rnrth tI", "I,,,,,,cl.er 01' 110,' ,,,,slll"/lS. 1111 locflt.1,,,,, IIIllI .lIeh olher I'"els
I"'rllllllln~ to thn hllslt",ss liS mill' 10,. 1,,'rlIIlOIlI In " l"lIlr ",,,I .I"s1 "1'1',,"slll or t.I.., tlec".I""l.'s Inleresl.
tl".",.ln ""1S1 1.'slll".\l.I',,\, It. shnlll,l ..llIn s,,1 rMlh III 11,...1".,1 I'or,", tow,thor wllh 1.10" rlllr mnrk"'- vIIIII"
lhl'rf.of, nllY ntlu~r IlrOpl!rl)' oWIII'I1 fir IlI~qlll~lltlll'd \1.\' tilt' 11.'r.I',h'lIt III till' l Imp. fir c!f'ntl..
Thl' Sc/1f!dult> C IlttflclHHt IH'rl~tll ullcl mlllll~ IHlI't, hf'I'l"nf SI!t.S fortll n trUl! nnswer 1.0 4Hlr.h inquIry
eonlllll",1I th,'r,.lnlln'llnth" casool'II'lInsl',orsorl"ol"ort~., r01l1 or I'orsolllll, within two yenrs or decollonl's
1I,,"111, In eonl."I'lflI/llloll or d"",'denl'S ,Iellth, nr IlIt"..led I.n tllko "rl'ool In I'ossesslon or enJoymenl /lL or
IIn,'r de/llh, 5/11,1 scl",dule set.s rorth lh" nlllllr/l IInof VIIIII'. 01" such 1"'ol",,Ly. to whom t.rnnsl'erred, tho
rol/lllon,hlp or 1100 t.r/ln.rerees t.ll th" ,Ioce,",nt, lh" prol'ort.lon/lLo sh/lre re..elv"d by "/lch trllnsrere. and
/III lIthor rnets or /I perU""nt nllll"" ,.o~ardln~ s/ll,1 I,r/lnsl'er.. In the e/lS" 01' trlln,l'ers Inl.onded to
t./lk" "l'l'eet. In I'ossosslon 01' enjoyment /It. or Ilner ,It.llth, tlll"e Is IIlso /lUnch",1 10 lhe schellnle n COllY
or lhe of".d, I.rnsL a~reoment. or oLher Instroment cre/ltlng the I.rnst. Th'''''' Is also set rorLh In sold
schedul" II l1st or all I'roporlY, ron! IIn,l personal, wllh lis v/lluc. whl/lh I",,,es /It lh.cedenl'S dlH'th by
vIrtue or the cxerclso by dccedent, eWll" Indlvldll/llly. nrJolnt.l)' wllh /lnolher, or /lny I'ower 01' hl,polnl-
monl ""sted Inllocedent., ellhor IndlvldU/llly or .10Inl.ly, hylh" wlll, deod, or nl.hor Instrument 01' IIllOther,
with II copy or the tnstrmflp.nt creat1n~ such power IlttflctH~li 1.0 the SCh~ltU)C.
Th/lt Schedule 0 ntlaehcll hereto 'lOd m/lde I'"rt hereol' sels rorth I.h" nm.es nnd nddressos 01' all
persons bcnel'lclally Inlerested In this esl/lle /It lhe tim" or dec"tleul' s !h.at.h, the nat.ure 01" lhelr ros-
pectlve InlerestS, tholr re1ll1lonshll" 11" IlIlY, 10 lhe lIece,lenl, lo~ether wllh lho n(.\es al lhe time 01'
decellent.'s de/llh or /Ill minors, nnnultunlS and h"IlCrlclarles ror lIl'e nndl" ,Iecellent's 1V1lI, It nlso
contnlns n sL.temont showing which or lhe henel"lcl/lrlos nllll1etl In lhe ll"ce,lonl's will, II" /lny, dlod prior
10 decodenl, the <lates or their de/lth, their Issue, /lnd th" rel/ltlonshll' or snch Issuo co the benel"lclary.
Thnt Schedule E altnched herelo ond mll.lc a part he,'ool" soLs rorlh /Ill properLy, renl and I,er-
sonlll, ownod by the deceden' Jointly wilh anothe,. or olhers, Inclndlng Intnnglhle, stnndlng In Lhe nnme
nr the deee,lenl nnd oLhors, I'lus Lhe dale nnd place or record or lustrumenls errcotlng Lhe ,estlture or
re/ll esl/lle IInd lhe d/llc or ncqlllsltlon 01' personallY, plus Lhe nllme, /lddross and rel/llionshll" If any,
or co-owners to the decedent.
Tlml Schedule F nttflched heroto /lnd m/lde a IlIIrt heroor sels rorth rully and In deLnll all dcbts
nnd deduclions claimed ror and on beh/lll" 01" Lhls decedenl'S est/ll.e, Including rnnernl o.penses paid;
rnmlly e.emplion, whore npl'llc/lble; cosls or ndmlnlslrnllon or this est/lLe; counsel fees nnd rudlClary' .II
commlsslous pnld or 1.0 be pnltl; cosl expended ror burlnl lrusts, Lombst.ones or grnvemnrkers, nnd reli-
giouS services, In conse'luence or lhe dellt.h or lho decedonl: debts nnd cl nlms owing /lnd unl'nld nL lime of
denlh; lnxes /lccruod ch/lrgeahle ror perlnd prior to ,Iccedent's denth (e.cel'l lhoso 11110 wed under Soctlon
6:;1 of t.1", Inherllnnce Ilnd gslal" TIIX '\el); togelher with II stntemenl 01" cnllnter/ll plodged ror obllgn-
lions, If /lny. It Is IIgree'\ lhlll lhe t"lduclllry will I'resenll'rOor or Sllld clnlmed obllgntlons upon re-
'Illest, lhllt Ir the lI,"aunt IICllllllly 1'"101 In sett.lement of IIny ree, commission or del,t Is less than Lhe
estlmllte,1 IImonnt cl!lImlng IInd IIllnwcd, t.hnl the slime .111 he reported tn lhe Register or IVIlls, and thnt
the IUnount of In.x llSfiCSSC1t CUll he rCllssesscd in llccorrl.IUlCC thcrew1 tho
Thill lhe tnlllls or lhe lIpp,'oprl',I" collumns In Schedules ',\', "Il', "CO, 'E', nnd "F" ns dl,'eeLed thOroln.
have been cnrrled forw/lrrl am\ properlY rcg1stc~ed in the Summnry.
... September
........19....80
. . \
I' .' I, . -' .'~ .
I, I '-' '.' //,. ." I \', .,
.................................................,..............1.................-......................-.......-..
(Executoy-AdmnHstTaror) Elsie H. Zeigler
300 Beverly Road
........ .........(S;~-;;;.."i~~~b;;;:r..........................._-_..
.. Ga,)llP.HiU,..r.A....17..QlL......................................._.
(City or Town and Stille)
.................................
IIUIY ) i$. ~;
fM,I1YSVll L "GROue . pf.IW\ Ci""m
MY COIolMIS~,IOII UrmES JMl. 16.1'1\'\
Mpmhl'1. PennsylvJIIl:t ;':-'0(lrtMIl ,,1 N(I"t:'I'~
SOTE: Ilel'nre signing IIfl"ldllV\t. mllke sure IIll hllu,l, sl'"ces III ll,e .I'fI,IIIVll /ln,1 schedules nnn"xed lire
filled In wllh detlllls or 1M ,'ord 'SOl"'" IIl1d In CIIse I.h'. IIssels Include rllre nnd unllsled socurllles,
se"urlllcs 01' close or l'lll.lly enrporlltlons or '111 luleresl III IIny cO-I'"rlnership or business, thnl the
dll'" '1lI,1 slnlemonts reqnlr",1 under tho IHI1'a~rlll'h liboV" ,.elllllng III Schodule '11" lire at.Lnched. '\lso mnke
cert.Hln thlll column #1 In lhe 'Sn"..n..y" IHIS hecn I'rop,...ly cllml'leled 115 IIhove-dlrected.
7))(1 ~1 )b':-J {;;''ljc
"
..
"...C.J4~4.711
.COMMOllWUi. TH OF PENNSYLYANIA
DE~ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIOENT DECf!DENT
SCHEDULE "A"
REAL PROPERTY
*'
Reo\ property in Pennsylvania, with statement al martgage encumbronces upon each parcel at death of dece-
denl. Properly held by the decedent os tenon I in common with another or other, should be identified
as 10 quantum of interest and the estimated value shauld be thot 01 the decedent's interest anly. (Property
held as joint tenants with righl of surviarship or tenancy by entireties should be reported on Schedule "E.")
Th. r.ol property located In the Commonwealth of P.nnlylvanlo .hould bo (1) (2) (3\
ducrlbed by lot ana 'block numbu, .trut and .Ir..t numb.r, togother with aEPARTMENT
o g.noral descrlpUon of the property, with a r.f.r.nu to the record of the ASSESSED VALUE VALUA TION
convnyanc. by which tho doud.nt took title; If 0 farm .tat. numb" of a- FOR VEAR OF ESTIMATED CAUTION
cres; 01.0 .totement of mortgage oncumhranc.. upon each parul ot d.oth DECEDENT'S MARKET VALUE (Do nol w,lt.
of decodont, Taxa', Ollo..mont., accrued Int.r..t on mortgoge., .tc.,a,.
to be lI.t.d on Schedul. "F" and mUll not b. deducted f,om Ihl. ,chedul.. DEATN In thl. .poc.)
N o N E
Insert this total opposite "real property", Schedule" A" in the X X X X X
"As Reported" column on Ihe losl pogo of this return.
N~
~
Item
No.
1'6.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
~Ey:.4M (11-711>>
*
COMMOtlWEAL TH OF PEtlHSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "a"
PERSONAL PROPERTY
RESIDENT DECEOENT
INSTRUCTIONS: This Schcdule must disclosc ;,lIl;:mgihle and irllungihle (lersonalllwpcrt)' owned iI1lJi\'idllall~' by lhc
decedent,.11 the timc (If his deuth. PWllerty owned by the lleccdclll juintly with 1I1lflther ur others must he lisled
unller Schedule liE". Inl.lIl~ihle pcrsolHll prollcrty, lilled ill the n:IIIlC uf Ihe decedent, hnl paY:lhlc ill death tll .1IH1thcr
or olhers, including hnlllut limitcd III p,n.n, U,S, Sn\'ings Uunds :IUd tenlative trusl uecuunls, must he listed, despite
the fnel thut they :trc nntllf the adminislered estate.
T,H1gihle person:11 property shuuld be listed firsl (e.g. jewelry, wellring .Ipparel, Iltlusehnld ~lIt1ds, llnd
furnishings, houks, IHlintings, aulumnhiles, hUll IS, etc.)
Inlangihlc pcrsnl1111 prorcrly, snch as honds, Ircasury certificates, cash nn Imnd and in h:lnk, stocks,
mortgagcs, noles, tugether with accruell interest or di\'idends, salaries or wuges, insufllllce IlnYllhlc tll the est.lll~ or
fiduciary in said ctlp:lcily, purtncrship inlcrests, intercst in uny undistrihuled estate of Hr incomc from an)' propcrty
held in trust under thc will (lr ugrcemenl of anuthcr, e\'cn though IHcatcd oulsidc uf lltc Shlte, at the timc ur dealh,
shuuld bc listed in this sdlcdllle.
rmM
Lisl and describe rulll"
UNIT
VALUE
ESTIMATE\)
MARKET
VALUE
DEPARTMENT
VALUATION
(Do nut writc in
lhis space)
1-
2.
3.
4.
5.
6.
7.
Green tinted glassed
Poc ket wa tc h
Cedar chest and contents
Wrist Watch
Railroad watch
Coins in saf ety deposit box
Acct. No. 2-18-200572 with First Federal S & L
of Harrisburg
Acct. No. 2-18-619321 with First Federal S & L
of Harrisburg
Acct. No. 2-16-610304 with First Federal S & L
of Ha!:risburg
Acct. No. 2-16-716789 with First Federal S & L
of l.Iarrisburg
Acct. No. 002-20-05183 with State Capital S&L Assr.
Acct. No. 002-20-06179 with State Capital S&L Ass.
Acct. No. 002-20-05302 with State Capital S&L Ass .
Acct. No. 4-09-139790 with Harris S & L Assn.
Acct. No. 4-07-301262 with Harris S & L Assn.
Acct. No. 4-09-131734 with Harris S & L.Assn.
Acct. No. 4-09-116790 with Harris S & L Assn.
Acct. No. 4-09-133900 with Harris S & L Assn.
Acct. No. 4-09-128268 with Har~~s S & L Assn.
Acct. No. 01-02-102576 with Harris S & L Assn.
Sav. Acct. with First Nat'l. Bk. of Marysville
Ch. Acct. with First Nat'1. Bk. of Narysville
Acct. No. 5418 with First Nat'1. Bk. of NarysviU,
Acct. No. 5417 with First Nat'l. Bk. of ~mrysvil1e
Acct. No. 6240 with First Nat'1. Bk. of Narysvil1,
Acct. No. 6893 with First Nat'1. Bk. of ~mrysvill,
Four (4) United States Savings Bonds--Series E
Life Insurance with Metropolitan Life Ins. Co. No.
415026-010467502 on life of Samuel S. Stees,
payable to the Estate of Samuel S. Stees
Lump sum death benefit from Railroad Retirement
Board on life of Samuel S. Stees, payable to the
Estate of Samuel S. Stees
Miscellaneous cash on hand and refunds
S 25.00
150.00
25.00
5.00
13.00
272.00
12,113.47
2,018.91
2,021. 02
2,021.02
2,018.14
4,037.67
11,099.75
2,021.36
2,019.21
2,021.36
2,021.36
2,021.36
2,021.36
15,128.03
32,305.85
3,527.21
1,004.67
1,004.67
2,002 . 17
2,012.89)
085.00
263 .10
(802.80)
628.30
- 0-
8.
9.
'11:2.. d'S"
29.
30.
Insert thi s tntl.llllpposite "Pcrsonal Property", Schedule uB" in
the "As I{cporlcd" clllu11111 un the last page of Ihis return.
xx
/0(,,/ S'l:;'--; 1..3
-P/..91(
REV-452 (S.18)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
'*
. .
.. ".""
SCHEDULE "C"
TRANSFERS
m,SIDENT DECEDENT
(1) Did decedent. within two years of death, make any transter of any material port of his estate, without receiving 8 VlItuaLJlo end
ndoquot6 consideration thorefor7 (Answer yes or no) NO
12) Did decedent, within two years 01 death, Iransler property lrom himselt to himself and another or others (includlnQ e spousal
I in joint ownership? (answer yes or no) ~O-
(3) IIlhe answer to (1) or (2) above is in the affirmative state:
(e) Age of de""dent at time 01 transfer
(b) State ot decodent's health 01 time of making tho transfer. (NUIO 1).
(c) Cause 01 decedent's death. (Note 1).
(4) Old decedent, in his liletlme, make any Iransler 01 property without receiving e veluable or adequate consideration therolor
which was to take alfect in posscnion or enjoyment at or altar his death? (Answer yes or no) NG
(a) Was there any possibililY that the property tronslerred might return to transferer or his estate or be subject to his
power ot disposition? (Answer yes or no)
(b) What was the tronslereo's age at timo 01 decedent's ~eath?
15) Did decedent in hlsliletime make any transler without receiving a valuable and adequate consideration therefor under which
transferor exprenly or Impliedly reserves lor his life or any period which does not in fact end before his death:
(a) The possession or enjoyment of or the right to Income from the property translerred? (Answer yes or no) NO
(b) The right to designate HI! penons who shell possess or enjoy the property transferred or income therelrom?
(Answer yes or nol
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others
Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the
benelit of carn 01 transferor? (Answer yes or no) NO
Did decedent, at any time, transfer property, the benellcial enjoyment 01 which was subject to change, becausa 01 a resarved
power to alter, amendtpr revoke, or which could reuertto decedent under terms of transfer or by operation of law?
(Answer yes or no) ,,0 .
(9) If the answer to (8) above is in the affirmetive, was the power to alter, amend, or revoke the Interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of tho death
certificate.
NOTE 2: If answer to any of the above questions is yes, set forlh below a description of the property transferred, it's fair market
volue at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if an.,. Submit
copy of any tru:ot deed or instrument, if transfers are claimed to be non-taxable, also submit detailed statement of facu on which
said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
MARKET VALUE
(Estimated)
(7)
(8)
ITEM
DESCRIPTION
DEPT. VALUATION
(Dept. Only)
NONE
Insert this total opposite "Transfers", Schedule "C" in the
"As Roported" column on the last pagC! of this return.
N<I-1t.&
~
~
3lJl::
g:~ ~
'n" c::
'c: ~ e
._ I:) ::J
e--
"0 Co 0
~ E U
. o.
~ u'
o "0
_ ~ u
= III ....
U 0 ~
u, e g,
" u
~ =
SllM~IAR y
Reull'rop.rty NO'll!
Pc40nnl Pruperty
Jtu.~f'if~iRY ;j8~~
(Seh. "AIt)
(Seh. UU")
(Seh, U(It)
Cd'OS5 TllKBblc Estate
:;;\ !- "0
~ Z u
" LlJ '" .:'1
" ::;; "
;.. u r.:
LlJ u
'" u .. -'
- Q ~ -<
..: on
0:: III ;.. :a:
Cl. u.. '" .. .!l
0 '" ~ 0::
Q. t. ;; "-
" ..: uUJ '" ." .. "-
oC LlJ oC!- l>- e: ... -<
0 !- !-..: . It '"
:= II> . .... S 0
z c !- ....!- .... ~ ~ Z
0", oJ ....
u.. UJ '" ... .-:> Q. -<
0: 0 ~ -. ~ 'c I-
0::
.8 0:: ;(, ". -= 0
- LlJ II> IJ "-
" .. -;;
::: !- l.) u W
'" !- ~ ,. 0::
0
.;: ..: ~ c
_os ::;; 0 i:' E
\ u ~
:::'"0 ;; ~
==~ -' w u
,I
(1)
(As Reported)
I'
~
$
$
$
.$
$_...
l(l7,410.f?
107'''80.68
.
.
(2)
(As O.t.rmincd)
$
$
$
$
$
$
.
.
*
REv-,n. ("'1111
COMMONWEAL TH Of PENN~YLVANIA
BUREAU Of EXAMINATION
INHERITANCE TAX SECTION
SCIIE()ULE HE"
JOINTLY OWNElI PROPERTY
INSTRUCTIONS: This schedule must disclose all pruperty, real nlll.l pcrsnnal, owned hv the decedent iointlv wilh
another or olhers, including intangibles, standing in the name of the decedent and others. List rcnl estate first, as
entireties, or joint tenants, giving brief description, us indicOIlcd unllcr Schedule "A," plus the date and place of
record of instrument effecting vcstiturc, bUI do not include entireties llf lIul of slate rCIlI estate \'alue in estate
valuation coluJ11n. Personal pruperty should be listed us in Schedule un," Illus dale of aC1luisilinn, and the name,
address and relationship (if any) of coo()wncrs to the decedent.
Description of Property, Date of Acquisition, Name
AlkIress and Relationship of Co-Owners, and Place
of Record of Inslrumenl, where Real Eslale.
Unit
Value
ESllItc
Vuluatiun
ImPARTMENT VALUATION
(oFFICIAL USE ONLY)
Percentage
Share
Value of
Entire
Properly
Value or
Decedent's
Interest
NON E
Insert this total opposite uJuintly Owned Property," Schedule "E"
in the "As Reported" column on the last page of this return.
N~t.U
~
REV0484 EX" (3-801
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
Fi I e Number
21-80-0058
Estate Nome
STEES, Samuel S.
Dote of Death
01/20/80
Social Security Number
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritonce Tox Appraiser in and lor the County 01 Cumberland
Pennsylyonla, do respectfully report that I haye appraised the real and personal property as reported in the toregaing
return at the values set forth opposite each item in the last column to the right in Schedules "Aft, "8", "C", and IIE"
Dated:
November 6, 1980
-<.'t'l" " f,; J I?h A'I "j,1
INHERITANCE TAX AP?RJo.IScR
INVENTORY
VALUE AS APPRAISEO
AOJUSTMENTS
COOE (NARRISBURG USE ONLY) REMAINOER APPRAISEMENT CODE
Real Property (Schedule A)
P.rsonal Property (Schedule B)
Jolnt.Held Property (Schodule E)
Tronsfors (Schedule C)
$
None
92+
00+
TOTAL GROSS ASSETS
106 595 73 '0+
None 2lH
None 30+
106,595 73
leu D.bts and Deductions
(SCH EDU L E F)
CLEAR VALUE OF ESTATE
40-
93-
Valuation of I1fe estates or
annultle.. . . . . . . . . . #' . . .
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
Tax on $
COOE
COMPUTATION OF TAX
$
S
S
S
6%
Tox on S
15%
Tax on $
Tax on S
Tax on S
s
Exemptions
Total Estate
s
s
s
TOTAL TAX
INTEREST FROM
BALANCE
TO
Less Credits
DATE OF PAYMENT
INTEREST
TAX CREOIT
AMOUNT PAID
DISCOUNT
S
+ S
S
s
=
+
=
INTEREST FROM
BALANCE OU E
BALANCE
TO
S
S
S
REV.U8 FO (7.80)
~,
~~..
NOTICE OF FILING OF APPRAISEMENT
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVEN'JE
BUREAU OF FIELD OPERATIONS
November 6, 1980
Elsie M. Zeigler
300 Beverly Road
Camp Hill, FA 17011
Mary Engle
625 Lenker Road
Harrisburg, FA 17111
RE: Estate of
County of
File No.
Samuel S. Stees
Cumberland
21-80-0058
Deor Mrs. Zeigler and Mrs. Engle:
You ore hereby notified that the orb:ina1
appraisement in the estate of Samuel S. Stees
has been filed in the office of the Register of Wills of Cumberland
County on November 6 ,19 80 . Said approisement reflects the following voluotions:
Real Estote
Personol Property
Jointly Owned
Transfers
Total
None
106,595.73
None
None
$106,595.73
As to such tax thot is paid within three months from dote of deoth, 0 five (5%) percent
discount is allowable. As to ony tax that remains unpoid after nine (9) months (fifteen months
when death occurred from December 22,1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice os provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Dote
November 6, 1980
Signed.-&YN~I /~/i'fNi'".t,(, )
Title Chief Appraiser
NOTE: This is not 0 bill.
REV0457 0-80)
COMMONWEALTH OF FENNSVLVANI/\
DEPARrMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
INHERITANCE TAX
APPRAISEMENT
'*
--'
__._.... o_-__~~_.
-
_.
Estate of
STEES, Samuel S.
File No. ..___....E-80-005~_
County
Cumberland
Date of DeAth
01/20/80
In 1he evan11 al any u1ur. In11resl In 1hl. 8na1111. trandenld In possoSllon or enjoy men I In coirnlernl hrlrs of 1he deceden1 aUer 1he oxpira110n of any
8I1ete for life or for years. 1he Commonwlel1h hereby Illprealy IOlllrVItl the rlch110 Ippraiso and anec:s transf., Inheritance taxes at 1halawful collatoral r.11
on any IUch fu1ure Inlerlst.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTAL JOINTLY OWNED PROPERTY -SCHEDULE "E"
None
106,595.73
None
None
TOTAL REPORTED PROPERTY
106,595.73
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
106,595.~3
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills.
~,. , If" . I'
..-\ I <1.0 ~.,. ,}) ,. (' j.,) 'f.' /
APPRAISER
11/06/80
DATE
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o
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ATTORNEYB AT LAW ,
. 201 MA~LC An.. ST!:. 1.1'5 '
MARYIIVILU. PA 170S3
TIEL. 717 gl57.J47<4
IN TIlE COURT OF CO~~10N PLEAS
OF CUHBERLAND COUNTY
ORPHANS' COURT
NO.
ESTATE OF SA}ruEL S. STEES, DECEASED,
LATE OF 300 BEVERLY ROAD, CANP HILL,
CU}ffiERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
ELSIE H. ZEIGLER AND
~~RY STEES ENGLE, CO-EXECUTRICES
Date of Death: January 20, 1980
Letters Granted: January 29, 1980
First Complete Advertisement of Grant of Letters: February 13, 1980
Account Stated To: September 22, 1980
SUHMARY & INDEX
PRINCIPAL
Receipts
Net Gain or (Loss) on Conversions
Adjusted Balance
Less: Disbursements
Balance Before Distributions
Distribution to Beneficiaries
Principal Balance Remaining
INCOME
Receipts
Less: Disbursements
Balance Before Distributions
Distributions to Beneficiaries
Income Balance Remaining
COMBINED BALANCE RE~~INING
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Pages Amount
2 $ 107,394.68
3 (115.25)
107,279.43
3 21.224.85
86,054.58
4 86,054.58
0
3,277.91
5 0
3,277.91
5 3,185.46
92.45
92.45
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CO~WOSITION OF NET BALANCES
PRINCIPAL RECEIPTS
. The Accountants charge themselves with the inventory and appraisment, as
filed, as follows:
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Real Property
. Personal Property:
Green tinted glasses
pocket watch
Cedar chest and contents
Wrist watch
Railroad watch
Coins in safety deposit box
Acct. No. 2_18-200572 with First Fed. S&~ of Harrisburg
Acct. No. 2_18-619321 with First Fed. S&L of Harrisburg
Acct. No. 2-16-610304 with First Fed. S&L of Harrisburg
Acct. No. 2_16-716789 with First Fed. S&L of Harrisburg
Acct. No. 002-20-05183 with State Capital S&L Assn.
Acct. No. 002-20-06179 with State Capital S&L Assn.
Acct. No. 002-20-05302 with State Capital S&L Assn.
Acct. No. 4-09-139790 with Harris S&L Assn.
Acct. No. 4_07-301262 with Harris S&L Assn.
Acct. No. 4-09-131734 with Harris S&L Assn.
Acct. No. 4_09-116790 with Harris S&L Assn.
Acct. No. 4_09~133900 with Harris S&L Assn.
Acct. No. 4_09-128268 with Harris S&L Assn.
Acct. No. 01-02-102576 with Harris S&L Assn.
Sav. Acct. with First Nat'l. Bk. of ~mrysville
Ch, Acct. with First Nat'l. Bk. of Marysville
Acct. No. 5418 with First Nat'1. Bk. of Marysville
Acct. No. 5417 with First Nat'l. Bk. of Marysville
Acct. No. 6240 with First Nat'1. Bk. of Harysville
Acct. No. 6893 with First Nat'1. Bk. of Harysville
Four (4) United States Savings Bonds--Series E
Life Insurance with Metropolitan Lire Ins. Co. No.
415026-010467502 on life of Samuel S. Stees, payable
to the Estate of Samuel S. Stees
Lump sum death benefit from Railroad Retirement Board
on life of Samuel S. Stees, payable to the Estate of
Samuel S. Stees
Miscellaneous cash on hand and r~funds
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TOTAL PRINCIPAL RECEIPTS
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$ 25.00
150.00
25.00
5.00
13.00
272.00
12,113.47
2,018.91
2,021.02
2,021.02
2,018.14
4,037.67
11,099.75
2,021.36
2,019.21
2,021.36
2,021.36
2,021.36
2,021.36
15,128.03
32,305.85
3,527.21
1,004.67
1,004.67
2,002.17
2,012.89
785.00
263.10
802.80
612.30
$107,394.68
DISSINGER & DISSINGER
ATTORN~Ya AT LAW
201 M"I'LE AVE. SU. l.a
"'''''VSVILLE. PA 170153
TEL. 717 D!57.3474
PRINCIPAL CONVERSIONS INTO CASH
II
9/11/80 Sale of coins in safety deposit box
Appraised at $272.00
$ 156.75
272.00
$ (115.25)
Net Loss on Conversion
PRINCIPAL DISBURSE~ffiNTS
2/ 5/80 Cumberland Law Journal
2/ 5/80 Bureau of Vital Statistics
2/ 5/80 Elsie M. Zeigler
2/ 5/80 ~mry Engle
2/16/80 Robert Deckard
3/ 6/80 Cumberland Law Journal
3/ 6/80 The Patriot
3/ 6/80 Dissinger & Dissinger
3/28/80 I.R.S.
3/28/80 Pa. Dept. Rev.
4/14/80 Pa. Dept. Rev.
5/13/80 Dr. Harry Brooks
5/13/80 Community Physicians
5/14/80 Robert C. Deckard
5/21/80 Dr. Raymond Grandon
5/21/80 Dissinger & Dissinger
6/25/80 Dr. Raymond Grandon
9/24/80 Elsie M. Zeigler
9/24/80/ Mary Stees Engle
9/24/80 Dissinger & Dissinger
9/24/80 Reg. of Wills
$ 10.00
2.00
60.00
15.30
2,646.60
8.00
25.86
3.00
30.00
9.75
5,300.00
15.00
9.90
25.00
7.70
3.00
124.46
3,222.32
3,222.32
6,444.64
40.00
$21,224.85
TOTAL DISBURSEMENTS
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PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
Elsie M. Zeigler
Pocketwatch
Cedarchest & contents
Railroad watch
wristwatch
cash
$ 150.00
25.00
13.00
5.00
21,320.64
$21,513.64
Mary Stees Engle
Green glasses
Cash
25.00
21,488.64
$21,513.64
Arthur S. Stees
Cash
21,513.65
$21,513.65
Ernest S. Stees
Cash
21,513.65
$21,513.65
$86,054.58
TOTAL PRINCIPAL DISTRIBUTIONS
INCOME RECEIPTS
Interest on Estate Savings Account from
2/7/80 to 9/24/80
Refunds
3,167.45
110.46
TOTAL INCO~ffi RECEIPTS
$ 3,277.91
INCOME DISBURSENENTS
: DISSINGER & DISSINGER
: "nORNE...' AT LAW
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i MARvaVILLE. PA 17053
I TEL.7'7"57.3474
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INco~m DISBURSEMENTS TO BENEFICIARIES
Elsie M. Zeigler
$796.37
$796.37
$796.36
$796.36
$3,185.46
Mary Stees Engle
Arthur S. Stees
Ernest S. Stees
TOTAL INCO~m DISBURSEMENTS
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DISSINGER & DISSINGER
ATTORNEYS AT LAW ::
201 MA"LIt AVE. SU. I.B .'
MARYSVIl.U. PA 17053
TEL. 717 SlS7.3474
IN THE COURT OF Cm-INON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT
NO.
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ESTATE OF SANUEL S. STEES, DECEASED,
LATE OF 300 BEVERLY ROAD, CAMP HILL,
CmffiERLAND COUNTY, PENNSYLVANIA
STATE~ffiNT OF DISTRIBUTION
I
Samuel S. Stees died testate, was a widower, and a resident of
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,:
Camp Hill Borough, Cumberland County, Pennsylvania. His date of death is
"
January 20, 1980. As shown by the Account, the following distributions
have been made:
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1- Elsie N. Zeigler received:
a. pocketwatch $150.00
b. cedarchest & contents 25.00
c. railroad watch 13.00
d. wristwatch 5.00
e. cash 22,117.01
TOTAL $22,310.01
2. Nary Stees Engle received:
a. green glasses 25.00
b. cash 22,285.01
TOTAL $22,310.01
3. Arthur S. Stees received:
a. cash 22,310.01
TOTAL $22,310.01
4. Ernest S. Stees received:
a. cash 22,310.01
TOTAL $22,310.01
GRAND TOTAL $89,240.04
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The remaining balance for distribution of $92.45 as shown by
the Account, will be divided into four (4) shares and will be paid in
accordance with the terms of the Hill as follows:
ii
1- Elsie H. Zeigler $ 23.11
2. ~~ry Stees Engle 23.11
3. Arthur S. Stees 23.11
4. Ernest S. Stees 23.12
TOTAL $92.45
DISSINGER & DISSINGER
ATTORNEV. AT LAW
201 M""LIt AVE. ST!. I.e
MARYIIVILLIt. PA 17053
TEL. 717 0!57.3A7A
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CONMONHEALTH OF PENNSYLVANIA
ss
COUNTY OF PERRY
I:
ELSIE M. ZEIGLER and MARY STEES ENGLE, being duly sworn according
to law, depose and say that the foregoing Statement of Distribution and
Statement of Proposed Distribution is true and correct to the best of
their lmow1edge, information and belief, and that the same distributes
the entire estate of the decedent, Samuel S. Stees in accordance with
the provisions of the Last Hill and Testament of the decedent and the
laws of this Commonwealth.
1~_tJ; ,', /'-/. '/'-'~t:~ /~ -1.-
Elsie N. Zeigler .j J
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Sworn to and subscribed to
before me this",~#tday of
September, 1980.
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D1SS1NGER&~IN~1;: .....:- J#r..tOMMISSIO~l txPlRfS 1Ml 16 1"'4
ATTORNEY'A"~' 0, t...v~ -r -.... _ - ..v
201 MA,.LE AVE. it.E,01l: :'~..J ~ . ~fI.:I.~:tjl". Pt:nllsylvJl113 ASSO(1311On 01 N.l1ar'I!S
M.....Y5VIL~.E. PA 17'0'34 n V 9~ /
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OATE APPROVEO ... . .1$7-: /t~ /'1 yO
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f AI,~hr III Will., Ag'lIl
Form RC C'.lO
eX j-.fc) -sF
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
or
OFFICE OF THIi:
REGI8TtR OF' WILLS
Cumberland
COUHTY
AND AGENT 0,. THE CO~"'ONWI:"LTH
'80 OOT 20 All :47
ESTATE OF
Samuel S. Stees
LATE or 300 Beverly Road, Camp Hill, Cumberland Co.
D"T~ OF' FILING APPRAISEMENT September
19800A" or OEATH January 20, 1980
DATil!: NO. 01" HAMIL OF PAyeE::
VOUCHUI
5 80 1 Cumberland Law Journal
2 Bureau of Vital Statistics
2/ 5 80 3 Elsie M. Zeigler
2/ 5 80 4 Hary Engle
rd
3/ 6 80 6 Cumberland Law Journal
3/ 6 80 7 The Patriot
3/ 6 80 8 Dissinger & Dissinger
3/28 80 9 I.R.S.
3/28 80 10 Pa, Dept. Rev.
4/14 80 11 Pa. Dept. Rev.
5/13 80 12 Dr. Harry Brooks
5/13 80 13 Community Physic ians
5/14 80 14 Robert C. Deckard
5/21 80 15 Dr. Raymond Grandon
5/21 80 16 Dissinger & Dissinger
5/21 80 17 Dr. Raymond Grandon
0 18 Elsie M. Zeigler
9/24 80 19 Mary Stees Engle
9/24 80 20 Dissinger & Dissinger
9/24 80 21 Reg. of Hills
REMARKa
Adver. Grant of Letters
Costs Adv.-LettBrs & Short Cart.
Travel to get witness to will
Funeral Ex cnses
Balance due for Adv. Letters
Adver. Grant of Letters
Costs advanced for Short Cert.
1979 Personal Income Tax
1979 Personal Income Tax
Inheritance Tax
Hedical Bills
s
Tombstone Engraving
Hed ical 8il1s
Costs Adv. for filing Inventory
Hed ical Bills
Co-executrix's commission
Co-executrix's commission
Attorney's Fee
Filing Inv., Account, Dist.
COMMONWEAL.TH OF PENNSYL.VANIA }s.;
COUNTY OF Perry
\~e. Elsie H. Zeigler and flaL:; ,>tees Engle
MY KNOWL!DGE AND DEL.IEP'. TH!!: FOREGoJlNG 18 A JU6T AND TRU I!: STATEMENT OP DEBTS.
ADMINISTRATION SUBMITTED TO THE ESTATE OF Samuel S. Stees
INHERITANCE TAX PURPOSEI.
AMOUNT
10 00
2 00
60 00
15 30
2 646 60
8 00
25 86
3 00
30 00
9 75
5,300 00
15 00
25 00
7 70
3 00
124 46
3,222 32
3,222 32
6,444 64
40 00
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HEREBY CIERTIIIY. THAT. TO THE BUT OF
FUNERAL EXPENSES AND EXPENlJD 0..
DEC&;AeID. AS DEDUCTIONS ,.OR
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Bel! ~ ",f.$. e.! ",' PU,;UC
M^OYSVILLl OOROUloli. r[l(l:l r.OUNn'
MY COWAISSIOll (_P:P.!, JAIL 16. 199.1
Mcmb~.llenns~llJJllIa A~5oJCtahtoll (It Nut ,'It'~
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(L. 6.)
INFORMATION
To insure praaer credit to your account, tho name of the estate and file number should be clearly print-
ed on the check or money order.
This assessment is made in accordance with Section 708 of the Inheritance and Estate TilX Act of
1961 (72 P.S. 9 2485- 708).
To the extent that inheritance tax is paid within three (3) months after the death of the decedent. a
discount of five (5) percent is allowed (72 P.S. 9 2485,716).
Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. 9 2485-711). Inheritance
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. 9 2485.7121. Calculate interest from tho delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
--------_..--------------------- --- ------------- - - --- ---- -------- -- -- - - - ----
1 month .om; 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
1 days .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00366
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00207 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 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 pany in interest. including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of Ihelnheritance and Eslale Tax Act of 1961 (72 P.S. 9 2485.10011.
Make check or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below:
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REV. 19 (a-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
Post Office Box zno
Harrisburg, Pennsylvania
17105
December 9, 1980
IN YOUR REPLY PLEASE
nEFEI~ TO
Department of Revenue
Board of Appeals
P. O. Box 1874
Harrisburg, Pa. 17105
I) I H ';;,.5 rl '::J. 0+1
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Estate of Samuel S. Stees ~ ~O
File No. 21-80-0058
County of Cumberland
Date of Death: 01/20/80
Re:
Gentlemen:
Pursuant to Section 1001(1) of the Inheritance and Estate Tax Act of
1961, a PROTEST is filed against the action of the Register of Wills allowing
a claim for Pennsylvania inheritance tax submitted on the Statement of Debts
and Deductions approved November 10, 1980 in the captioned estate.
Protestant contends the claim for taxes paid in the decedent's estate is
nondeductible, for Section 622 of the Act refers only to taxes paid "to other
states," ete. - Le., other than Pennsylvania.
Accordingly, it is the Protestant's position that the claim for Pennsylvania
inheritance tax in the amount of $5,300.00 should be stricken from the Statement
of Debts and Deductions approved November 10, 1980.
Very truly yours,
/fa~ I Jcitcn?y;-/
Gary L. Schetrompf
Administrative Assistant
Special Processing Unit
Investigation Division
GLS:id
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cc: Department of Justice
cc: Mary A. E. Dissinger, Esquire
201 Maple Avenue, Suite 1-B, ~~rysville, Pa. 17053
cc: Elsie M. Zeigler, Co-Executrix
300 Beverly Road, Camphi11, Pa. 17011
cc: ~mry Jane Engle
625 Lenker Road, Harrisburg, Pa. 17111
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INFORMATION
To insure proper credit to your account. tho namo of tho l!~tato and file number should be clearly print-
ed on the check or monc~' order.
This assessment is made in accordance wllh Sectiun 708 of the Inhcril3ncc and Estate Tax Act of
1961 (72 P.S. ~ 2485.708).
To the extent that inheritance tax is paid within three (31 months aftor the death of the decedent, a
discount of five (5) percent is allowod (72 P.S. ~ 2485.7161.
Inheritance Tax, other than tax on a future interest, is duo at the date of the decedent's death and becomes
delinquent at the expiration of nine (9) months aher tho decedent's death (72 P.S. 9 2485.711). Inheritance
Ta)( on a future interest is payable within three (3) months after the transfer takes effect in possessir:n and
enjoyment and is delinquent thereafier (72 P.S, ~ 2485.712). Calculate interest from tho delinquent date shown
on the face of this form to tho date of actual payment using the following interest 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
1 days .00017 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 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 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 personal r~presentative. not satisfied with
the assessment may object thereto within sixty (GO) days after receipt of thiS Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. Ii 2485-10011.
Make check or money order payable 10:
"Register of Wills. Agent"
Mail 10 Ihe address Iisled below:
--:U'&lit=~'IR"~.......-~'): -- -'~~
REyetOl EX (..eo>>
INHERITANCE TAX REFUND CALCULATION SHEET
ESTATE OF --5.tl1lliJ.E..<.._S~__-S.IcE...S_.
COUNTY OF OU.(!11iEi...U.3lJj:l
DATE OF APPRAISEMENT I ( 1.1.P-I..3.0
STATE FILE # .t2LRO~Q.0S S?
DOCKET # /qOS,
-i:> -
R.I:^L P'ROPERTY
s
PERSONAL PROPERTY
/(l~'1 S9:s. 73
_.0 _
TRANSFERS
_0
JOINTLY HELD PROPERTY
CLEAR VALUE S
/01.0 sq -:;. 73.
,
IS 7Jt{.l?.s-
. ,
<1 O,io. 70. gg
GROSS ASS ETS
LESS DEBTS AND DEDUCTIONS
TAX@6%~% $ .5 // YO. ,,25
LESS 5% DISCOUNT ON $ S I Y l( 0 . ;;t.5 ..17::2.01
PLUS 6% INTEREST FROM: TO:
NET TAX DUE S:1~~.:J..Y
LESS TAX PAID 5,300.00
,
REFUND DUE $ ( 3 I ,7c'
CALCULATED BY: C-~. DATE: 9 Ntl
REFUND CLAIMED: $ I ~ '8 . 70 REFUND DETERMINED: S I 3 I. 7Ca
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