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HomeMy WebLinkAbout80-00119 ,.c .,;., " , . >< ~ ~ ~ I 112 ~ ~ I . ~ . :I: r>ll " e1 ;1:1 I 112 ~ en 112 <?1 ~ 0 \,..! 0 0 00 . - N) .. i J ~ yP/o { ?f::i 7 1 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................ ......... .................................................................................. :"ti 0: :OJ :'" co: ." C'l :OJ :'" "1'""'1: :OJ ,0 U- N' 00: 0 Ul: 'IF~ <'I: til: <'Ii -.J til: .x CJ'j 0'1: 0 8: 0 >< '-o,! ~: -.J Ul: ~ ~, " ~: - Ill: , I: - .. - .. :3: 0: 3: ~~ ~ (): ~: 00: 8: .0: I til: .5 tilj QJ: ~ H: r..j 0 N Ul: "d 0 Ul: OJ 0'1: 00 ~l "d '<l': Z ... . , 0 '<l': - '" 'IF: N .2S OJ .l3 ... OJ "'" 0 "d bO OJ Ul ~ " - Z r::l .~ " p.. r:.. 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--~......:-: .--;:-~_....,- '.