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Att CharlC.J e, Ff17c1~
orney: j?,;J, /2.0". 93~ l"II./.t:",M;;-,Sr
!-/ttrnr;..bt, (~ I 7/0 1
No. Jt:80 . ~:~
PETITION FOR
LETTERS TESTAMENTARY
PROBATE
\
..),e5r;,.e
OF WILL AND
/J1.5"j-C(7 S
, deceased.
in the Estate of
Harold B. McLane, Deputy
To RivllQ,d C. Al"lelars6R, Register of Wills for the County of Cumberland,
in the Commonwealth ot Pennsylvania,
IS
Petitioner(s) ore the execut ,...,') named in the Last Will and
Testament of J.... SVc' Ill. 5i>(', dated 'Z'l J... /., /17f
I
Decedent was a citizen of the Unlred States and a resident of
Township
Borough, Cumberland County, Commonwealth
~ CC~/? J/.'/ I
,
of Pennsylvania.
Decedent died on fr'};1J'S-;,,,dt<"'1
I
A., D. 19 SO, in the County af
p (Y1 t1. t' I at the age of '57 years.
-hos- -has-- her
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
t 6't2, 000. and of real estate to the value of
'1Z
the I 7' day of
(tfrrt bc,-)ce:-r/
h /X"A'tj ,
, State of
nO/1 e
as near as can be ascertained; said real
VlOM
estate situated as follows
apply
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated 7- 21-fP
Name and address
of Petitioner(s)
l"(" /., f. hZ .K j-~ , '. /
Iht1U iJ1 51z,.u,--
122 CIt1(j{ '5f
/?r 17 0 '-13.
Um7.-z...c_
COMMONWEALTH OF PENNSYLVANIA f
ss
COUNTY OF CUMBERLAND
~t 1n. ~
named in above application, being duly ~4/l--1'"
say(s) that the statements set forth in this petition
best of /({CA... knowledge and belief.
according to law
ore true to the
sworn
OJ;.
J. ->"1'#""'/
) . ~
)"J n {O... i
(
7n,
l
and subscribed before
February 21 19 80
~ ~c~aw" Deputy
R;vl,Q,J L AlIJe13~ Register
Filed:
~/-rf'o -1/
February 22, 1980
//-'/-03
:
~
LAST WILL AND TESTAMENT
OF
JESSIE M. STEES
I, JESSIE M. STEES, of Marysvi11e, Perry County, Pennsylvania,
being of sound mind and memory do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking all other testamentary
dispositions of whatsoever nature heretofore made by me.
ITEM 1. I direct that all my just debts and funeral expenses
shall be paid as soon after my death as conveniently may be done.
ITEM 2. I authorize, empower and direct my hereinafter named
Executor to sell all of my real estate at public or private sale or sales
at the best price obtainable and to execute and deliver all goods and suf-
ficient deeds, bills of sale, instruments of transfer and any and all other
writings necessary or proper to convey and transfer the property so sold.
ITEM 3. I give, devise and bequeath the rest, residue, and re-
mainder of my estate of any kind whatsoever, real, personal or mixed and
wheresoever situate unto my children, ROBERT E. STEES and MABEL M. STONER,
equally, share and share alike. In the event that ROBERT E. STEES is not
then living, his share shall be distributed to ~lIlBEL M. STONER. In the
event that MABEL M. STONER is not then living, her share shall be distributed
to her issue equally, share and share alike. In the event that neither
ROBERT E. STEES nor MABEL ~l. STONER are then living, the rest residue and
remainder of my estate shall be distributed to the issue of MABEL M. STONER
equally share and share alike.
".
..,.. "
ITEM 4. I hereby appoint MABEL M. STONER of Lemoyne, Pennsylvania,
I
I.
I
,
I
i
,
,
to be and act as Executrix of this my Last Will and Testament.
ITEfl 5. I hereby direct that my Executrix retain CHARLES E. FRIED~\N,
Esquire, of Harrisburg, Pennsylvania to act as Attorney for my estate.
IN, WITNESS WHEREOF, I
~~ day of July, A.D.,
have hereunto set my hand and seal this
1976.
,
~~es
~
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the
as and for her Last Will and Testament, in the presence
request and in her presence and in the presence of each
our names as witnesses hereto.
~J.
above named Testatrix
of us, who, at her
other have subscribed
residing at
)/IN\W. a . '7Yvn.J~
residing at .?~D /().,.., M2Jlt
")\ 0.. , n .A'YI l;F^O l'~ ./)a... 17t:J?O
,
-2-
. '
OATH OF SUBSCRIBING WITNESS
MONWEALTH OF PENNSYLVANIA I ss:
COUN OF CUMBERLAND I
This......... ...... ....... ..........,. ... ................................. day of ................... ...................... ..........,... .,....
before me Richard E. derson, Register for the Probate of Wills and granting Jett
in and for said County of Cu berland, in the Commonwealth of Pennsylvan' ,personally came ..............
.......................................................... ........................................................ ......................,.................................
the subscribing witnesses to the forego
instrument of wri . g purporting to be the last Will and
Testament of ......................................................... .............. ........................ Dated .........................................
late of........................................................................... .. .......................... Cumberland County Pa., deceased
who being duly........................................... ac
present, and saw and heard the testa. .............................,
sign, seal, publish, pronounce a
me of so doing .................................................was
ound and disposing mind
anding, to the best of ..............................................knowledge,
......... .................................... and subscribed before
............................................................................. ...
....................................................................................
Richard E. Anderson, Register
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
/M/d )11, ,.Itrf~ .
........................................................~.(....................................... ................................. ...........................bemg duly
:-;.;l..6!:J<1c:::...................'{... says that as nearly as can be ascertained the said decedent ..........................
.....:1(,,~t......2.b....:..It?;?l.:;...................................... ............,.,.,........... ......................................... .....died on
1 v~... - 07- ' .
..::.....&1.0.(4'(3"',:,. .................. the ...!?:..:.................day of ..k.f:.~{.14:.-:7.... .......................... A.D., I9,S.'?:,
". -- i
I
at or about ......~::~::?.......................... o'clock,J...M.
sworn d b 'b d h'
....................................................an su scrl e t IS
.......................~.~~.~................ day of ....~~.~~.~.~~X..
19, ~9...., before
)7] 0 /., c )n -dX:c."L.J
......... .......-..............t.................................................
\.
.~~tts~./;.~........~.~~.~.~'(
"klduud E. AllaOCI.i:lUII, Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} .
COUNTY OF CUMBERLAND SS:
Before me. the Register lor the Probate of Wills and !-(ranting of Letters of Administration in and for
the County of Cumberland, personally came ...)1u1((~f..~......?h.....,(:,j0.?~.~...................................
I"" ';J // -
who. being duly .du;?J1.~............ do ,1,;:':;.... depose and say that as.......r.ii(,(~{,<f..q:;---x:..............................
of the last Will and Testament of ,,)C~"....?h:....::.~........................................................deceased
.r4/.0::.......... 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. ......:J.c.Z~..:... and subscribed
before me.
"~~~l~~'7.'?:~.7.'!....~.~.................. A. D., 19.::.~:~y
.....~~..f3~r.>.{c~............................
R~",luu . tl~~~'~~~J~gister
>. " /J 7..1-
", '?Z..cd!.~.f.".......(.......J'..u!m.,.ld................ .........
..................................................................................
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DECREE
. 22nd February 80
Be It remembered that on the ........................ day of ................................................. A. D., 19 ........, there
was probated and recorded the last Will and Testament of .........q,~.~.r;;.~~...~.:...~.1;-.~~:;;..................................
Camp Hill .
late of ............................................................................. Cumberland County. Pennsylvama. Deceased. Letters
............. ......!~~.!:~.7.~~.~~;(.,...... were granted to .............. .........~,~~.7.~. .~:....~.!:~.~~E..................... .............
Witness my hand and official seal the day and year aforesaid.
..~c-~..~.<'..4.J::~p.~~>'
R;...lu.ud 13. 2.....~~.1, Register.
- . . .
RW-B
INVENTORY OF REAL AND PERSONAL ESTATE
3Jn tqP ilattpr pf tqP fstatp Pr.......,!!l~~J!l..~,..mi~.~.L.........................................
Cumberland '
lale of ............~~.'!l.P...!!H.+.................................in lhc Counly ofDllU~ State of Penna., deceased.
Jnllrntorll of the real and personal eslate which were of the above-named
..........~!':~.~.~!':..~l.\..~.r.~.~~.......................................................... deceased. Taken and appraised
thc .................. day of ............................19 (Date of death .?7.~.~::~.9..............)
PERSONAL PROPERTY
The First National Bank, Marysvi11c, Pennsylvania
Checking Account #32-651-8
Savings Account #1991
Certificate of Deposit #5308
4,549. 9
7,772. 6
4,311. 6
First Federal Savings & Loan
Certificate No. 18436
Certificate No. 16-17903
Certificate No. 16-326517
302. 2
10,123. 0
23,284. 1
State Capital Savings & Loan
Certificate No. 002-20-11831
Certificate No. 002-20-11232
15,201. 2
33,442. 0
4,959. 0
1,942. 0
50. 5
3,236. 3
109,177. 14
261 Shares Madison Fund, Inc. at 19
20 Shares Atlantic Richfield at 97 1/8
55 Shares Penn Central Co. - old stock
(Issued 2-3-70 subject to 1-25 reverse stock split
resulting in 2.2 new shares) at 22 3/4
63 Shares General Motors Corp. at 51 3/8
REAL ESTATE
None
None
total
109,177. 14
"
RCC.'Z Coa.b81
c:gMMONW~AL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
.
DATE
~ri1 10, 1980
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for ctwlsent to the tronsfer of the following securities of 0 Pennsylyania
Corporation or 0 Notional Bonking Association located in Pennsylyania:
(0) 20 (b) Atlantic Richfield ColllPany (c) Co1IImou
(NOTE: In describing securities enter in (0), ab Ole, either the number of shares of stock or the face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote
and maturity date of registered bonds.)
ISSUED ON F.bruary 4, 1977 ,and haying a TOTAL MARKET VA-LUE OF S 1,942.50
(DOlo)
os of the dote of death of the decedent,
.Jull1. M. Steu
, on
February 17, 1980
(Name of Decedent)
(Date of death)
who was late of 770 Popler Church Road, Camp Bill, P8II11sy1vania 17011
(Street and Number)
(Post Office)
(County)
(51010)
The securities ore registered os follows:
.Jelli. M, St..s
(Namo or nomos in which certificates are registered)
AMIf~U;~il~
EXECUTOR )
Mabel M, Stoner, 122 Clark Street, LellOyne, Penuly1vanis
(Name) (Address)
NAME OF APPLICANT Charles B, Friedman
- Friedman & Boch, 101 No tb Front Street
COUNTY FILE NUMBER ;V-.t"O - {/? ADDRESS OF APPLICANT P suA 17108
,'l
BUREAU FILE NUMBER SIGNATURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEAL TH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE I
I hereby consent ta the transfer of the abaye securities now registered in the nome of the 0 oresaid
Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
of the Act of April 9, 1929, Pol. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
,~\.. Sig~ed fJlr}he~r~tary of ReYj!e
~~_ B '0fJ% I +? ~G ~
", t\ y .. ,
, lti ~ ~ (Slgnalura) Jk..
...., ~ ~, I,'
, '" W
(Tltl (County)
RCC.l~,19.(OIP
GOMMONWEAL TH or- P~NNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
DATE .&pdl 10, 1980
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for Calsent to the transfer of the following securities of 0 Pennsylvania
Corporation or 0 Notional Bonking Association located in Pennsylvania:
(0) 55 (b) Pen.!l-CgJ;ral C01IlIIan., (c) Colllllllln
(NOTE: In describing securities enter in (0), ab Ole, either the number of shores of stock or the face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote
and maturity dote of registered bonds.)
ISSUED ON Fabruary 3, 1970, and having 0 TOTAL MARKET VAWE OF S 50.05
(Dala)
os of the dote of death of the decedent,
Ja...ie K, Stees
FebruaryU7, 1980
, on
(Harne of Decedent)
(Date of death)
who was late of 770 Poplar Church Bod, Camp Hill, PenlUlylvania 17011
(Street and Humber)
(Post OHice)
(County)
(Stat.)
The securities ore registered os follows:
Jellie K, Steea
(Nomo or names in which certlflcotes ore registered)
".'rftNJt~'\I~'
EXECUTOR )
Kabel K. Stonar 122 Clark Street, "myna, Pennaylvlll1ia
(Harne)
NAME OF APPLICANT
COUNTY FILE NUMBER ..:< 1- f/L\ -I'? ADDRESS OF APPLICANT
BUREAU FILE NUMBER SIGNATURE OF APPLICANT t-C
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES n { /.
DATE t I. I~Pv
I hereby consent to the transfer of the above securities now registered in the nome of the 0 resaid~
Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
the Secretory of Revenue
,~
----- - - - -- - - - - - - - ..- -. -- - --- ~ -- - - -- -+-. -.- - -- -- .-- - - - - -.- ---.
..._...._...~__ r & r-...... __-"- ___ z---'"'- ___ . - -~_...
~1\;~C~4111ns) , COMMONWEALTH OF PENNSYLVANIA
I N'd.>'063006 DEPARTMENT OF REVENUE
a,~~~;~,:, , " OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
If""" ,
'"
; RECEIVED ---------------------PIVB THOUSAND
II
e From,
il
~ ddress
.
if
It
= 21-80-119
II File No.
e Dote of Payment
-
g.~
Mabel H. Stoner
c/o Charl.. B. Friedman, S8q
P.O. Box 885
DOLLARS-----------------------~ll1lors
representing Pennsylvania Inheritance or
Estale Tax due from the following eslole:
29i: Tax on
s
s
HaJ:rlllburg ,
Pa.
17108
6%. Tux on
s
s
2-17-1980
Dole of Deolh
15tJt Tax on
s
s
s
I
5,263.15 e
I
263.15
I
April 14, 1980
Nome of Decedenl
JBSSIB M. STBBS
% Tax on S
Estale Tax, Act of
May 7, 1927
s
s
Counly Cumberland
"PAm ON ACCOUNT"
TOTAL TAX CREDIT
less five percentum of lox if
paid within three months after
dole of death
Plus interest 01 the rote of
_%from
10
s
Remarks:
s
1J'!M~~IL~@Li\lJ'rn 5 E A L TOTAL AMOUNT PAID $
NOTE, Thl. T,;pll..'. Roc.lp... be ,",.In.d f., .,.. p",p."', , .A f ~ J~
Received by ~~ll ~ -.O&,
NOTE: In ocupting the tronder inher..once 10k on future e,lole" prIor 10 Ihe death ollhe I.fe Ha . (S.ignature '(Jrt '~
lenant Of lenonl fOf years, 0' e~idenced by Ihu recolpt, .1., under'lood that the Commonwealth ,hall rold B. Me an,. Deput
nol be preduded or pre~enled ham hereafter ouu',ng odd,l.onol,nhefltonCtl 10. otlho death of rhe R89itlt=.8r O~ wt 11. y
hie tlmant or lenonl lor yeors whenever II appear, that such oddllionollo. may be legally due ond (Title)
collectible lor any roo,on whol'oe~er.
5,000.00
--- --- -.-.-------- ------------------ ----.-------- -----
,
.:/?I-go~// 9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATiONS
*
REV0449 1807a)
RESIDENT DECEDENT
COUNTY Of
Cumberland
IMPORT ANT:
This return mmilt be cumpleu:d in dClniluud filed ill duplicate, with nil attached. with the Register uf Wills of the
County where decedent rcsiLlcd~ HClurn is due within nine months ..fler Ihue uf death. unless nil extension is grunted
by the Secretary of Re'llcnllc. (Scctiun 70.1 1)( the Inhcrilnncc ami Estate Tnx Act of IfJ61.l
--" ----
-
Lcle of
Cumberland
} "FFIllA\'!,), OF
EXEClll'ruIX
~l\1CPOIlC
IN TilE MATTER OF TilE ESTATE OF
Jessie M. Stees
{STATE FULL NAME OF DECEDENT!
Soun'y
State of
Pennsylvania
} '"
County of Dauphin
~llK~K
Mabel M. Stoner
of tho oltato 0' the obo'le.nomod decodent bolng duly sworn, depose
Exccutmx
and soy
(DAY)
19 89 ____J fellate IltOvlng 0 101' will, copy Df .....hlch I, hereto attached. }
~baHXtKH
Decedent died February
IMONTHI
Nome and addrns of ottorney or }
other authorlud r.pr....ntotlv. to whom
011 con..,ondence should be mailed.
17
Charles E. Friedman. Esquire. Friedman & Hoch, 101 North
Front Street, P.O, Box 885, Harrisburg, Pennsylvania 17108
That as such Executrix dcpon~nt is familiar with the affairs of said estate and the property constituting
I EXECUTOR-ACMINIST RA TORI
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual namc, with right of access by another as agent or deputy, with the
exception of the [ollowing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT flax
First National Bank, 101 Lincoln Street,
Mar sville Penns lvania 17053
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLOERS TO DECEDENT
eSSl.e
tees
That the contents of said safe deposit box or boxes are itemized under Schedules 6
with the exception of the following, for the reasons hereinafter set forth:
of this return,
ThaI Scheclule A attached hereto and made pnrt hereof sets [orlh fully nnd in delail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereuf. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all Jlersonal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at Ihe time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other instilutions, whether individually, or in trust fur itny other person or persons
giving also separately the accrued interest thereon, if nny, down to the last interest day prior 10 decedent's
death in the case of savings banks, and to (he date of decedent's death in all other cases; all bonds, postal
savings, treBsury certificates or notes and other evidence of indebtedness uf the United States to Ihe de...
cedent; all obligations, whether by statutc or agreement they arc dcsignated as lax free, of the United States,
or any slalc, or political subdivision rherenf, or of an)' foreign country. which ar~ owned at the lime of death;
all wearing apparel, jewelry, silverwarc, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever kind or nr.turc, left by dccedent,
together with the fairly estimated market "alue thereof; all hands and mortgages held by deeedenl and of all
claims due and owing decedent at the lime of dCllth, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets [orth bric:fly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment conlracts
the proceeds of which were payable upon the death of the decedent; all and the corporale Slacks and di"idends
due thereon and unpaid as of the datc of death, bonds and accrued interest thereon to Lhe date of decedent's
death and other inveslmenl securities owned by the decedent al the time of death, with the market value there..
of at such time.
.
In the cnsc of securities of close or fumtJy corpc.rlltlons, the vul\lf~s reported are us far as
1'0..lble subslllut,IIIte,1 by f1nllnclal stOltements o\' the eorporlltlons, showing t.he IISSCt.S IInd \labilities
tl1t.~reor us of the clute of tlent.h. The schcchlle n150 sets forth t.he interest of rlccetlcnt at. the t.ime of
death in any co-partnership or husiness, and In S\lllPtlrt. 0(' the value of 511Ch Interest. t.here is annexed to
SliM sch(>dHle, financial st.atements showln~ lhcasscts nOll 1Inh11ltlc5 of snld co-pnrtocrshlp or huslness.
A cOI'!' or th.' eO-I,"rtnershl!' ngre"ment, (I I' nl'lIl, .. stlltemcnt settln~ I'orth the natnre nl' the IIgreement)
ln~l~tlwr ~lth 8 slntelllent 5ett1n~ fort.h the charucter of t.he hllShu'ss, Its loclltlon, nnd such other filets
i'f'rtlllnlnr;, t.o the business us Illuy he pcrt1nf~nt t.o R fnlr I\lul .tust Rppralsal flf tJll~ df~c,!dent's interest
therl~ill must hCS1l11mlt.tf~tI. It should nlso set fort.h 10 ItemtzcHI form, t.ogl~ther wllh the fnlr market vnlue
lherf!of, un~' other propert.y owned or hcqucnt.hed h)' t.he decedent n t. the ttme nf rh~llth.
The Schedule C attllched heret.o nod Illfute pnrt. hf>reof set.s fnrlh It lrllf~ answer to each inquiry
eontlllned therein 6n,lln the ellse 01' trlOnsl'ers ol'l'ropert.)', 1"'101 or I'ersonlll, within two yelOrs or decedent's
death, In contenl}llatlon of ttecf!dentl s dent.h, or lnt.ended lo t6ke effect In possession or en.loyment at or
after de/lth, sn1rl schedule sets forth the nt\lure unel valuf! of stich propert..y, to whom trlUlsferred, the
relat.lonshlp or the transferees to the .Iccedent., the proportlonllte shlOre rece I v"', b)' eltCh t.ronsferee and
all other facts of tl pertinent nature rr>~nrrltn~ sull' transt'ers. In t..he case of' transfers intended to
lake ei'fect in possession or enJo~lfIent III nr after rh!at.h, there is also ltttnched t.o the schedule u cony
or t.he deed, trust ogreement or other Inst.rnment erellting the t.rnst. Ther.' is olso set. forth In said
schedule 10 list or all propert.y, real and l'ersonlOl, with Its vIOlne, which p""ses lit decedent' 5 death by
virtue or the exercise by decedent., either IndIVld\llllly, or .1olntly with Ilnother, or .my I'ower or appoint-
ment vest.ed In decedent, either Indlvldnlllly or .1ointly, hy the wHI, deed, or other Instrument or .not.her,
with n copy of the instrument creating such power ntt8.ched t,o t.he schedule.
Thht S~hedule 0 attnched hereto and mude parl hereof sets forth t.he nllmes norl addresses of 1\11
I'ersons benel'lel.II)' lnlerested In this estate lit the time of' decedent.' s ,leath, t.he nlltnre or their res-
pective int.erests, t.heir rellltlonshlp, 1\' IOny, to the deceoent., tOllether wI th the IIges ot. the time or
decedent's deoth or Iln minors, annnlt.IOnts .nd benel'leiorleS ('01' Hl'e ollller decedent's WHI. It also
contains a stotement showing which or the henel'icllOrles n.uned In the decedent's wll I, il' IIny, died prior
to decedent, the dates or their death, t.helr Issne, Im,1 t.he relat.lonship or snch Issne to the bene\'1eiary.
That. S.:hedule E attached heret.o nnd Illncle a part. Ilcrcof sets forth Illl property, real and per-
sonlOl, owned by the decedent .1olnt,ly with 1O\1Ot.her or othe..s, Incluol1ng lot.ngible, standing in the name
or the decedent and others, I'lus the dllte and plnee or record or instrnments efl'eet.lng t.he ,estlture or
real estote IOnd the date or acquisition or I,ersonally, plus the nome, Ilddress nnd relntionship, il' any,
of co-owners to the decedent.
That. Scl>edule F ..tt.ched her"t.o and made n part. hereol' sets I'orth I'ull)' and in del.all nn debts
and .Ieduetions clllimed 1'01' and on behal I' or this decedent's estate, Including I'unerlll expenses paid;
family exeml'tlon, where IIpl'llcable; costs or 1I.lmlnlstratlon or this estat.e; counsel I'ees nnd ('udleiary's
commissions paid or to be paid; cost eXl'ended 1'01' burial trusts, tombstones or /;ravemarkers, and reli-
giouS services, In consequence or the death or t.he decedent; debt.s and clnlms owing and nnl'"ld at Ume of
de.th; tlOxes accrued chargeable 1'01' I'erlod 1'1'101' t.o decedent' 5 death (except those allowed under Section
65101' the Inherit""ce Ilnd Est,ute Tux ,\ct.); to/;ethCr wHh 01 statement or eoUnternl pledged 1'01' obliga-
tions, 1\' IIny. It is agreed that. the I'lductary wll1 I'resent I'rool' or snid claimed obllgntions upon re-
qucst, that 1\' the amount actuuUy paId In settlement. or uny I'ee, commission or debt is less than the
estimated amount claiming .nd allowed, t.hnt the somC win he repnrt.ed to the I\eglster nl' WHls, .nd that
lhe IImount of tax nsscSsed cnn be rcnssesscrl in uccorilu.nce t.herewl tho
Thnt the toWls or the nPl'roprlate columns In Schedules 'A', 'fl', 'C', "E', ond "F' as directed therein,
havf! heen curried forwnrd aod prol1erly registered In the Sumnu\ry.
Subscribed and sworn to before me this ...........,..,.................'
"..,........,...."j ,'" ,," day orICjL1L..(,.., 19...r;;Q
.......".:/~.LI;l~t..{I~.j (, "" -:/l i ( d'~ ,~/,,"
~- -- ,.' u;;"" -" --
HLi
72 {,!3[,;:L,..?!l,:....:::::.4.rr.2",~"'''''''''''''''''''''''''-''''''''-''
(E:recutor.~)
1.22 C1,~.r.,~""~,~..r..~~.!.....,,,..........,....,.......,,.............""""''''_''',-_.
(Street Number)
Lemoyne, PA 17043
"{city";;' T~;;;;;:'~;;d"s;;;t;;f' ......,............".,
SOTE: Be fore sign In/; al't'Idav It, mIlke sure u 11 bl unk splices III the 01 \'I'l dllv I t. lInd schedules annexed arc
I'llled In with detaUs or t.he word "Salle', nnd III ellse t.he assets IlId",le rllre an'\ unlisted securities,
soeurl ties or close or I'nmlly corporuUolIS or an Int.erest In ony co_plIrt.nershll' or buslne.., that the
dlltll nnd stntemellt.S required ullder t.he I'llrn~raph nhoV" relutln~ t.o Heh"dule "II" arC attached. .\\so make
cerUllo thnt column #1 1.n the "Sunmf\ryll lins been properl~. complet.ell uS nbove-ll1rectecl.
(;','
REV-452 (8.78)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~
~ r..'
~~.
RESIOENT DECEOENT
SCHEDULE "C"
TRANSFERS
(1)
12)
i
(31
Did decedont, within t\vo years of doath, make any transfer of any material part of his estate, without receiving a vdluable ~ .J
adequato consideration tho ref or? (Answer yes or no) -No-_
Did decedent, within two years of dOBth, transfer property from himself to himself and another or others (including a spouse)
in joint ownership? (answer yes or no) No
If the answer to (1) or (2) above is in the affirmetive state:
(a) Age of decedent at time of transfer
(bl State of decedent's health .ttime of making the transfer. (Note 1).
(cJ Cause of decedent's death. (Note 11.
Oid decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor
which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No
(al Was there any possibility that the property transferred might return to transferer or his estate or be subje, , to his
power of disposition? {Answer yes or no}
(bJ What was the transferee's age at time of decedent's death?
Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which
transferor expressly or impliedly reserves for his Jife or any period which does not in fact end before his death: No
(al The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)
(bl The right to designate the persons who shall possess or enjoy the property transferred or income therafrom?
(Answer yes or no) /./0
If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others
(4)
(5)
(6)
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the
benefit of care of transferor? (An.wer ye. or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved
power to alter, amend(pr revoke, or which could revert to decedent under terms of transfer or by operation of law?
(Answer yes or nol "'0
(9) If the answer to (81 above is in the affirmative, 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 noJ No
NOTE 1: The answers to these questions should be supported by affidavit by the attending phYSician as well as a copy of the death
certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market
value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit
copy of any trust deed or instrument, if transfers are claimed to be non.taxable, also submit detailed statement of facts on which
said claim is based.
NOTE 3: Lilt applicable property below in manner in which provided in Schedules A, 8, or E.
ITEM
MARKET VALUE
(Estimated)
DEPT. VALUATION
(Dept. Only)
DESCRIPTION
None
Insert this total opposite "Transfers", Schedule "COO in the
"As Reported" column on the last page of this return.
N~
4~
REV..4!53 (8-78)
CO~r.IONWEALTJI OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADlJRESSES
(StDtc full mimes untJ nddrcsses oC all who
have an interest, vested, contingent or other"
wise, in estate)
Mabel M. Stoner
122 Clark Street
Lemoyne, PA 17043
SCHEDULE "D"
BENEFICIARIES
RELATIONSIIIP
(If step-children ur
illegitimate chihlrcn
arc involvcd. sct
Corth this C.lct.)
daughter
SUH. VIVED
llECEllENT
STATE YES
OR !l:O
Yes
J)ATE
OF
BlRTII
of age
4-30-12
*
' .,
.....~ ..,,1 ~
INTEREST OF
BENEFIC!.\R\'
IN EST ATE
100%
Deponent further says that all the above-named beneficiaries are living at this time except below:
I
NAME
DATE OF DEATH
RESIDENCE
~
9Vl.....
~.ot ~
::0- ..
~- c
'E ~ E
.- u ='
.5~O
~ e U
1= 0 .
IooU:Q
S... u
~ ~ -
U ~ ~
u e 8-
" u
~ et:
RCill Property
Personal Property
Trullsfcrs
SUM~l,\1( \'
(Sch. UA")
(Sc..:h. uB")
(Seh, He' ')
Gross Taxable Estate
,... '0
~ Z "
Ie ::! ~
" ~
.... "" "
w U
;!l " ...J
Q 0<(
< '"
:z: ~ ..... .::: <
c:.. .....
0 ... c ""
c:.. :I: 'tl ~ Q..
~ < " w '" Iii ~ Q..
!= == .c !- '" -, <l
ci !- < '" lil ..... "
~ '-!- Eo< ... c 0
Z c !- '" u OJ c :z
Ot/l u
~ w il Co 0<(
Ie 0 :>:: " '0 ...
.2 u ""
:z: '" -5 0
~ W H Q..
.,
~ ,... '" ;,i w
- '" '- ""
Ul !- '" c ;;
.;: < ..., '0 2:' 0
-'s ::;; E
u C
:;::::'"0 ;; ~ E
~~ ~ c
...J U U
(I)
(,\s RCporlc(1)
$ None
,109.177 .14
$ None
$
$
$109,177.14
(2l
(As UClcrmincd)
,
$
$
$
S
$
R E V-4!14 (8-711
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
r."
..
RESIDENT DECEDENT
SCIIEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: 111is schcdulc mllst disclose all prollcrt)', rcal nnd personal, owned bv the decedent johllt\' wi tl1
_;lI1other or others. including intangibles, stunding in the nmne of the decedent and others. List real eslllte lirsl. as
cntireties, or jointlennnls, giving hrief description, as indicated undcr Schedule uAu, plus thc date IInd plucc of
record or instrumcnt effccling \'eslilUrc, hut dll not inchltle entireties or lIUt C1f state relll e:Hilte vuluc in cstnte
valuation column. Personal prupcrt)' slwuld be listed ilS in Schedule tin", plus dllle nf IIcqllisitinn, and thc name,
address Bnd rclntinl1ship (if .1IlY) uf Ctloo()Wllers to the deccl!elll,
Uescription of Propert)', Date of Al.'luisilillll, Name
Adlrcss ond Relatiunship of Co-Owners, nnl! Place
of Record of Instrument, where Real Estiltc.
Unit
Value
Estate
Valuation
percentage
Share
nEJ'AH.T~IENT VALllATION
C(\UTlON..l}o 1I0t ",rilc
'n ThiN SIHICC.
Vulue of
Entire
Propert)'
Vnluc of
l)ccct!cnl's
Intcrest
None
Insert this total opposite uJoiDtly Owned Property", Schedule liE"
in the "As Reported" column on the last page of this relurn.
N"nu
.--{f~
.
nEV-457 (1-80)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
INHERITANCE TAX
APPRAISEMENT
'*'
-
-
Estate of
STEES, Jessie M.
File No.
21-80-0119
County
Cumberland
Date of Death
02/17/80
In the ovent that any futu,o Interost In thl.e.tete II transferred in possollion 0' enjoyment 10 collolo,al heirs at the docedenl after the expiration of any
estate for life or fa, YlNln, the Commonwealth hereby expressly resorves the right 10 approl.o and asS8t$ t,onsfer Inheritance taxes at the Itwful collateral rate
on any such future interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
None
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
109,177 .14
None
None
TOTAL REPORTED PROPERTY
109,177.14
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
109,177.14
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.
"';'1"1108;,/ J ,'7Pf~..f,J y J )
APPRAISER
'"
~ Cll
~ i:t: Cll ...
~ ~ < .... '"
~ '" 't:l
~ .... s::
Z ;>< . '"
:>:: .... ....
I 0 ..... 1il
~ ~ Cll :=
;g ..... Ir ~
'" .... '" '"
'" ....
...:I Cll '" tJ
:s ..., tJ
I Z
"'-.... u 0 ci
.. - ~
<) Ii: ~ 0 z ci ci
~ f-<
0 0 '" ;>< ~ z z
~ !;; '" ~
~ ~ ::<: ~ ~
- ~ ~ U t.:J Z
Z g ~ 0 ~ -
- f-< 8 0 ...:I
...:I 0 :;:
z '"
...:I ~ ~
~
Rcc.a4
lB. 771
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX OIVISION
TO:_
I
I
, .
For County Informiltion purposes only
COUNTY FILE NO:
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
DATE___.
ESTATE OF
FILE NO,
COUNTY OF
DATE OF DEATH
~.
_D
I,
)1
-------------------------------- -- - ---- - - - ---- - - - - --- - ---- - - -..-------
Appraised Value of EMate:
Real Estale
Personal Property
Jointly Held Property/Transfers
Tolal Gross Estate
'Total Approved Deduc:ions
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rate
Amount Taxable @ , 5% Rate
Less Credits;
DATE OF PAYMENT
AMOUNT PAID
(,;.... {~)
,... -
s
s
! ; ;
S / I
s
s
s
, 1,./
"
tax due
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
OISCOUNT
+
$ ..... :. I
s
+
+
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
rnterc5t will accrue at the
Inheritance tax from
INTEREST
TAX CREDIT
:
s
s
s
'j
---
C'
:
s
,'.
I'.' "
rate of six (6) percent per annum on the unpaid balance or
to the date of payment.
Assessed by:
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF WllL'S COpy
A"n! 101 ,h. com7i""h
,,1_,.
-,.1
I :~~.
Form nCe.IO
OF
Cumberland
COUNTY
,CJ / - crC' . / / 9'
STATEMENT OF DEBTS
AND DEDUCTIONS
I'/!/(:Ii,j, (
Ii
1'1" r"
I "L .
DEDUCTIONS ALLOWED IN
t:' ) (} (,t;"-
_::::::P::VE~~~~~ :; :- ;'~~l-:
'Y)C('l,YR.,9.",~~A,,~~l\
OFFICE OF TNE
REGI8TER OF WIl.LS
AND AGENT 01"' THE COMMONWEALTH
ESTATE OF
JESSIE H.
STEES
(
LAn: 0"
Camn iii 11
DATe OF FILING APPRAISEMENT
.- ~'
IrIS"'\)
DATE 01"' DEATH
2-17-80
DATI!: NO. Oil' NAM' OF PAYEE REt04Af1KI AMOUNT
VOUCH':"
2-22-80 Register of Hills Letters and Short Certificate 49. 0
Robert Deckard Funeral 2,459. 0
Gretchen Williams Funeral Dinner 75. 0
Doctors Associates Hedical Bill 45.
rofessional Pharmac Dru Bill 16.
Cumberland Law Journal Advertising 18.
Cumberland Publishers, Inc. Advertising 21. 0
Linda Ann Heiller Notary Public 10. 0
Register of \~ills Inventory and and Deductions 0
Debts 6.
Re ister of Wills Reserve for Account 30. 0
abel H. Stoner Executrix Fee 5,400. 0
Cha rles E. Friedman Attorne IS Fee 5 400. 0
TOTAL
13,529. 5
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Dauphin
Habel H. Stoner
}..,
I. HEREBY CERTIfY. THAT. TO THE BElT OF
follY KNOWLEDGE AND BELIEF. THE FOREQOING 18 A JUST AND TRU E IU"TEP\tENT OF DEOTS. FUNERAL EXPENBED AND EXPENSQ: 0,.
ACMINISTRATION SUBMITTED TO THE ESTATE OF .JPRsie N. Stees DECU8ED. A' DEDUCTIONS P'OR
INHERITANCE TAX PURP08E..
SWORN AND IUB.C,UBED BEFORE ME THIS
/? ,f!;};/ ,. felt /
~ 75 .-If, . //", 1/ ...'1 /;~/t~/.(, /
lINDA ANN MElli ER, NolMY Public
Uarrisburg, Dauphin (0., PJ.
My Comlll;:;sion Expires May 24, 1982
(.'/'
Y
DAY Of'
Ha
)) ....t?:'hl..uJ
Stoner, Executrix
CL. 6.1
~--------------_._._-_._-_. ---+-- -+_.
---..----- --
..-~.-.....~... E" r~ " " __ ..o:.:J; _._ " _ ~ ...~_.....
l,<RC~4(1I/78). COMMONWEALTH OF PENNSYLVA'i~"A ",
I'N():J06'3198 ' OEPARTMENT OF REVENUE ' ,
:\<'c ,'" "".",' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
If""
0\
; RECEIVED -------------------.J!OUR
PI
a From:
i
~
.
Ii
II
ft File No.
e Dote of Payment
--
-- ...~
'. . "'. '.', ",.,..,'
, '--: .'~.._" -. :--:.>:
'.~}~
:~t
'.. . '. -"~,,""
Jress
c/o CharI..
101 R. I'roll~
RmlI)UI) liKV&N'rY-P'IW " 70/100
representing Pennsylvania Inheritance or
Estate Tax due from the fal/owing estate:
dollars
B. Prie4man,
St:r..~
B.q
2ca Tax on
s
s
Barri.buXQ.
Pa.
17108
6% Tax on
s
s
21-80-119 Dole of Deolh-kJ,,7-1980
15"', Tax on
s
s
.:ruly 16.
1990
I
% Tax on S
Estate Tax, Act of
May 7, '927
s
s
Name of Decedent
JKA8IR Mo 8TRRJ:::
County (!nlll~rl~ft~
TOTAL TAX CREDIT
less five percentum of tax if
paid within three months after
dale of deolh
Plus interest at the rate of
_%from
10
s
s
Remarks:
.4 '71; 70 I
-PAm 1M i't1LL-
I1'OO~[P[U@!iriJ~ 5 E A l
$
TOTAL AMOUNT PAID
$
475.70
NOTE: This Triplicate Receipt to be retained for audit purposes.
'~ . ti. '-P
,-/1 'tI"
/. .~t~ '~6e~~/
( , ~o~~e ia
Re!J~~. of W!11.
Received by
NOTE: In accepling Ihe trander inheritance lal on future estales. prior 10 the dealh or the rife
lenai'll or tenanl for years. as e...idenced by this receipt. it is understood thaI the Commonwealth sholl
nol be precluded or pre...enlod from hereaf/er aUeuing additional inheritanCtl 10. 01 Iho dealh 01 :he
Ilf. lenonl or tenanl for years .....hene...er it appears lhol such oddilionaltal may be regally due and
collectible for any reason.....halsoe...er.
r----------------------- ----------_________.
,
i
j
I
,
l
I
I
,
,
I
,
,
COMMONWeALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
'*
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
,
,
. r':.
-""
OA TE_---;"'~ J I <s
ESTATE o~J ';-~W~ Y1
iT 'I ~" )/('
FILE NO.., Oi ,,() - .
.. (I
COUIHY OF I".,,(.,l/ ",j,!..:;-"
') i
OATEOFDEATH 1'-
,)
10
.....-,
,-.l
;i
k,.,
t__..
(~ (~~S
For County Information pu poses only
COUNTY FILE NO: k {)
c
-------------------------------- -- - - --- - - - - - - - - - - - - - - - ---- - - -.. - -- - - --
App'raised Value of Estate:
Real EstAte
Personal Property
Jointly Held PropertylTransfers
s
Total Gross Estate
s
Total Approved Deductions
Clear Value of Estate
s
less; Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
s
Amount Taxable @ 6% Rate
s
tal( due
s
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX OUE S
I/- ? 5., ? 0
Less Credits:
DATE OF PAYMENT
AMOUNT PAID_
DISCOUNT
INTEREST
TAX CREDIT
7 ) b- h)
s if '7.5. '?() + s
s
; s
+
;
+
;
BALANCE OF PENNSYLVANIA INHERITANCE TAXOUE
s :)j ~-7 ~^-@
Interest will accrue at the
Inheritance lax from
rate of six (6) percent per annum on the unpaid balance of
to the date of payment.
"
,
/
Assessed by'
, "UVVJj) ~' -:-
,1. .bMl,
: \ Will
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF Wlll'S COpy
'G ~0
.---- --- . -~_. ------ - .--- --- -----"- ~--- ---- ---.-
_._~-.:::.~.~,....._.:."-.,..,,.;............"-.;I--~......:-:
.--;:-~_....,- '.