HomeMy WebLinkAbout80-00147
No. 21.80 147
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of _
ADA STAMBAUGH
--------------, deceased,
HAROLD B. McLANE, Deputy
To R~:axA'Od:e!l'(StlIil, Register of Wills for the County of Cumber/and,
in the Commonwealth of Pennsylvania,
Jill>
Petitioner(s) ore the execut~____ named In the Lost Will and
Testament of Aua Stambaugh _________ dated March 13, 1979
Decedent was 0 citizen of the United States and a resident of
:r :awr.OOijO
Borough, Cumberland County, Commonwealth
Carlisle
of Pennsylvania.
Decedent died on
Sunday
the
24th
day of
Februarl!--
,
A. D, 19~, in the County of
Cumberlanu
-, State of
Pennsylvania at the age of 80 years.
~~X ~ her
Decedent has not been married and has not hod children born to Illim
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
unestimated and of real estate to the value of
unes tima ted
os near os can be ascertained; said real
207 N. Bedford Street, Carlisle, PA 17013
estate situated as fallows
apply
Therefore, your petitioner(s) respectfully ~s for the probate
of the so' Last Will and Testament and for Letters Testamentary thereon.
Doted - _c-C-_. 2. s- / '7 2--0 .,
Name and address'7tCtZu2d(.(!/ /<Yfz.,vd'{(( <- <ffi
of Petitioner(s) t;'>::ll. ,L. s~ambaUgh, 20t N. Bedford St.
R-ob~rt B. Starn au h, R.D. ,Box 292
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Martha M. Weary, 220 B St., Carlisle,PA
COMMONWEALTH OF PENNSYLVANIA [ 17013
ss
COUNTY OF CUMBERLAND
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Marshall L. Stambaui!h. Robert B. Stambaug~Savilla J. Pavlasek and
Martha M. l~eary
named in above application, being duly sworn according to low
say(s) that the statements set forth in this petition ore true to the
best of their
knowledge and belief.
Sworn to and
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me February
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~-(U~~ B-\,c ~d)
JRiohaPd.~,xAndeIlSm'l, Register
Harold B. McLane, Deputy
Filed; March 3. 1980
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Attorney: James R. Humer
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I, ADA STM1BAUGII, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my last will and revoke all
wills which I have previously made.
I I direct my executors hereinafter named to pay all.
of my just debts, funeral and administrative expenses and inheritance
and similar taxes as soon after my decease as may be convenient.
II I give and bequeath the dishes in my china closet,
old bottles, jewelry, knick-knacks and similar items unto my children
and grandchildren to be divided among them in such manner as they may
amicably agree as soon as possible after my decease so that each may
have a small token of remembrance from me.
II 1 I give and bequeath to my son, Marshall L.
Stambaugh, such of the remaining contents of my residence as he shall
select; any items not so selected I direct my executors to sell at
either public or private sale together with any real property which
I may own at the time of my decease.
IV I give and bequeath the sum of Two Thousand
($2000.00) Dollars to my son, Marshall L. Stambaugh, in appreciation
of his many kindnesses to me. All the rest, residue and remainder of
my estate, I give and bequeath unto my issue per stirpes, except that
I give and bequeath the share of my deceased son, George W. Stambaugh,
to his granddaughters, Lisa Swineheart and Shannon Swineheart.
V Any share of my estate which may become distribu-
table to a minor beneficiary shall be deposited in a federally insured
savings account in the name of said minor, and not to be withdrawn
therefrom until the minor attains the age of 18 years, or upon order
of a court of competent jurisdiction.
VI I appoint as executors of this my last will and
testament my two sons and my three daughters, to wit: Marshall L.
Stambaugh, Robert B. Stambaugh, Savilla J. Pav1asek, Emma ~1. Beard,
t:"r:()
,U,..
OATH OF SUBSCRIBING WITNESS
COMMONWI~AL'I'I-I OF' PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
'I'his,.. ................"......,......,'~,~~~"....,',..,......,......., day 01' ...,",...!:.~,\:!-:~,~!-:>:.,',..... ......', ,.,."........".., A.I)" 1 !)".~,~"
Harold B. McLane, Deputy
before me Ri:ck:xDCk&xJl>>l'lIlCl"~lItt, Register fell' the Probate of Wills and granting letters 01' Administl'lltion
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
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the subscribing witnesses to the foregoing instrument 01' writing pu!,\xn'1.inr-; t.o be! t.he! last Will and
Testament of ......',.., ,M,~... ~.~.?:~!.~.~~.~.~........"".. ...................."."..."..,",........ Dated . .~,1,[!.r.i;.1,l, ,J).~..J. ~ :i.~. ......
late of ........)?9,r.9.l;1J\!:...~,;,..~~.nA.?).~.'...,..,""',......,.......".................."..,.. Cumberland County Pa., deceased
who being duly ......?W.9.r.n.......................... according to law, depose and say, that .:1;h~y...,\~.~X.!'!..................
present, and saw and heard the testa.t.r.,tl:'....................." ...............^.~.~...~,~.~!~.~.?;~.!;\,~................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h....~X........ Testament
and Last Will, and at the time of so doing ...............?1~~............................\Vas of sound and disposing mind
memory and understanding, to the best of ......,:1;):,~~X............................knowledge, observation and belief.
...................?~.9DL~9.......... and subscribed before
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RiehllNicEx~~tlWiI, Register
Harold B. McLane, Deputy
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA t ss:
COUNTY OF CUMBERLAND \
......................,.........,............"..... r~,.?!?..~. !.~.T......... P.:........ ~~::. ~:.:. :::~.! ~~.~,.l::.,~. /:~.,.......,.".,.......,.. bei ng duly
....................?\':9I!\................. says that as nearly as can be ascertained the said decedent ..........................
.............................. ~.9; ~,. ,? ~ ~.I!~ ~ .~.~ ~ !.l.............,."...."..........,.",...,..,.,.,......"."............,.".."..,',.................. .died on
..................!?l,m~.1!:y................. the ..........?1.:1;):..............day of ............J,~~.:.~.~.~-X................... A.D., 19.?,Q..,
at or about .......................................... o'clock, ....M.
....................~.~9I!1...~.~..............and subscribed this
'1-- y-' February
................................................ day of .......,................
19, ?Q...., before
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ail;Roo:dx&xARdl>>~tm\ Register
Harold B. McLane, Deputy
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me, the Register for the Probate of Wills and gmnting of' Letters of Administration in and for
Marshall L. Stambaugh, Robert B. Stambaugh,
the County of Cumberland, personally came ,..~~:'{.t.:IJ.\l..).:,..,1?,\wl\l;R,91...'i.m!..,~!n.T.J;)).<,l..J'"".JY.~.\\X.Y........
who, being duly ....~.!'i.9.r.!L..........., do .......... depose and say that as........?~.~,~!-!,~,~.~.~....................................
of the last Will and Testament of ..........................................~.~?:...~.~~!!\!~i!.lf.g!:.................................deceased
..Ill!:y............... 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. ..9.o/.Ri:'.\\..,t,9......... and subscribed
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::.2j?!.(f,:.'(..!it.~.:.:?r.2.(-d..~'!:;..1I................
before me.
...f.~p..n!~i:'.y.......?~,!...................... A. D., 19..J.9.....
~J:~~~;""...............,........."..
Harold B. McLane, Deputy
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Be it remembered that on the ...........~.~~....... day of ...................~~.~~!:.................., A. D., 1!j3.~......, there
was probated and recorded the last Will and Testament of ...~~.~..~.~~.?~~.'il:~...........................................,
late of ............~.~::.~~~.~~............................................., Cumberland County, Pennsylvania, Deceased. Letters
.......................~.:~~.~~.?~~.~~.... were granted to ....~~.~~~.~~.~...~.:...?~.~~~.~~~.~.'....~~:::~::.~...~.:...?~~~augh
Savilla J. pavlaseb & Martha M; Weary
Witness my hand and official seal the day and year aforesaid. /1 I
~,..:.'1!.(!(.H4.E?;)vJ.(,a Lt~~.~~~~~;;
~;b&~, RegiSter.'
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two yems of de~tll, make ~ny transfer of any material part 01 his estatu without receiv,ing
valuabte and adequate consideration? (Answer "Yes" or "No".) No
2. Did decedent, within two years of death, transfer property Irom hhnsel fi herselllo hllnsell/lwrsel f and anotiler party
or parties (inc1ucting a spouse) in joint ownership? (Alrswel "Yes" 01 "No",) _tLo_
3. If the answer to one or lwo above is "Yes" IlIld the transfers 1,Ie clarliled 10 I)e nontaxable, provide the following
information:
a. Age of decedent at time of transfer. N/ A
b. Copy of death certificate.
c. Affidavit by the allending physician indicating lire slate of decedent's hcaltll at limp. 01 transfer.
d. All olher information supporting nontaxability ollransfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or iHlequate consideration
therefor which was 10 take effect in possession or enjoynlent al or after his/her death? (Answer "Yes" or "No",) No
a, Was there any possibility that the property transferred might retumlo transferor or his/ller estate or be subject
to his/her power 01 disposition? (Answer "Yes" or "No".) No
b. Whal was Ihe transferee's age at timc of dcccdent's dcath? N/ A
5. Did decedent in his/her lifctime mal\c any Iransfer without recciving a valuahle and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/Iler lile or any peried whicll does in fact end before Ilis/her
death:
a. Tile possession or enjoyment of or tile rigllt to income lromlhe property llilnsferred? (Answer "Yes" or "No".) ~
b, Tile right 10 designate the persons who shall posscss or cnjoy the property transferred or income therefrom?
(Answer IIYes" or "No".) No
6. If the answer to five b. above is "Yes," slate whether tile right was reserved in dEcedent alone or others. N/A
7. Did decedent in his/Iler lifetime make n transfer, the consideration for wllicll was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No",) No
8. Did decedent, at any time, transfer properly, the hllleficial cnjoymenl of wllicll was subject to change, because of
a reserved power to alter, amend, or revoke, or whicll could revr.rtlo decedent urHI8f terms of transfer or by operation of
taw? (Answer "Yes" or "No",) No
9. If the answer to eigllt above is"Yes," was the power 10 alter, amend or revoke Ille interest of the beneficiary reserved
in the decedent alone or tile decedcnt and others? (Answer "Yes" or "No".) liN ~
, .
3Ea51 3Utll (tub (f~5ht1ncllt
I, ADA STAMBAUGH, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my last will and revoke all
wills which I have previously made.
I I direct my executors hereinafter named to pay all
of my just debts, funeral and administrative expenses and inheritance
and similar taxes as soon after my decease as may be convenient.
II I give and bequeath the dishes in my china closet,
old bottles, jewelry, knick-knacks and similar items unto my children
and grandchildren to be divided among them in such manner as they may
amicably agree as soon as possible after my decease so that each may
have a small token of remembrance from me.
III I give and bequeath to my son, Marshall L.
Stambaugh, such of the remaining contents of my residence as he shall
select; any items not so selected I direct my executors to sell at
ei ther public or private sale together with any real property which
,
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~
I may own at the time of my decease.
IV I give and bequeath the sum of Two Thousand
($2000.00) Dollars to my son, Marshall L. Stambaugh, in appreciation
of his many kindnesses to me. All the rest, residue and remainder of
my estate, I give and bequeath unto my issue per stirpes, except that
I give and bequeath the share of my deceased son, George W. Stambaugh,
to his granddaughters, Lisa Swineheart and Shannon Swineheart.
V Any share of my estate which may become distribu-
table to a minor beneficiary shall be deposited in a federally insured
savings account in'the name of said minor, and not to be withdrawn
therefrom until the minor attains the age of 18 years, _or upon order
of a court of competent jurisdiction.
VI I appoint as executors of this my last will and
testament my two sons and my three daughters, to wit: Marshall L.
Stambaugh, Robert B. Stambaugh, Savi11a J. Pavlasek, Emma M. Beard,
. ilEV.45J EX; (J.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEOENT
SCHEDULE "0"
BENEFICIARIES
Estate of
Ada Stambaugh
(Instructir)fls on RtJwJrsa Side)
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
4 children, 12 grandchild n Children 8
Grandchildre
Marshall L. Stambau h
207 N. Bedford St.
Carlisle, PA 17013
Son
Robert B. Stambaugh
R.D.4 Box 292 Carlisle
Son
PA 17013
Savil1a J. Pavlasek
174 E. North St. ,Carlisle,
Daughter
PA 17011..______
Ma r tha ~l.
220 B St.
Daucrhter
Weary
Carlisle
PA 17013
SURVIVED
DECEDENT
Yes
Yes
Yes
Yes
Beard Grandson Yes
--------
Spring Road, Carlisle, P 17013
.--.------
Lisa Swinehart Great-grand- Yes
R.D.S, Dillsburg, PA 17019 daughter
Shannon Swinehart Great-Grandson Yes
R.D. S , Dillsbur PA 17019
The above beneficiaries are living at this time except for the following:
NAME
None
DATE OF
BIRTH
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---- -
INTEREST OF BENEFICIARY
Token gifts of old
bottles, dishes etc
Residue contents of
residence, $2000.00
and 1/6 residue
1/6 residue
/6 residue
_~_nsidue __
__j~---I~,?idu~_-
1/12 residue
1------.----
1/12 residue
L
DATE OF DEATH
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be
included. List mal estate first.
1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property
as indicated in the instructions for Schedule "8". Include the name, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established.
2. Indicate the t01al market value of thc jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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COMMONWEALTH Or PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Marshall L. Stambaugh
207 N. Bedford Street
Carlisle, PA 17013
Robert B. Stambaugh
R.D. 4, Box 292
Carlisle, PA 17013
Seville J. PavlaSek
174 E. North Street
Carlisle, PA 17013
Martha M. Weary
220 B. Street
Carlisle, PA 17013
RE: Estate of
County of
File No.
Ada Stambaugh
Cumberland
21-80-0147
Dear
You are hereby notified that the original
appraisement in the estate of Ada Stambaugh
has been filed in the office of the Register of Wills of r.llmhRrlHnd
County an March 18 , 19 Jll. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
2S,000.00
624.63
nnnp.
none
2S,624.63
As to such tax that is paid within three months from date of death, a live (5%) percent
discount is allowable. As to any tax that remains unpaid 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 date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may obiect thereto within sixty days.
after receipt of said notice as provided by Section 1001 01 the Inheritance and Estate Tax Act 01
1961,72 P.S. 2485-1001, P.L. 373.
Date
March 18. 1981
Si gned
4V1I-'1 ; II ) '-/?7/o Pt 1 Hi )
Title Chief Appraiser
NOTE: This is not a bill.
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HEV.455 EX+ (3./101
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
--- -
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Estate of Ada Stambaugh .DateofOeath--k24-80 _FileNo, 21-80-147
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Claimant Marshall L. Stambaugh
Relationship to Decedent __ Son
Claimant's Address 207 N. Bedford St.. Carlisle. PA 17013
-
ITEM DATE NAMe OF PAYEE REMARKS AMOUNT
NO.
larshall L. Stambau"h Famil v . ,ti nn ? nnn nn
Register of Wills Letters Test. a Sh. Ctfs. ,n nn
Register of Wills FilinD Inv g D"ht~ '" 00
rwnberland Law Journal Aclv. letters 1 R 00
The Santinel Adv 1 PTh,1". lR nn
Hoffman-Roth Funeral I-Iome Services 2 001.00
Carlisle Memorial Service Memorial 230.00
-. .t S ' lIuh D~;mh 1'1In"1"~1 mp~l 2Q <;<;_
1\rthur W. Rife. Auctioneer Appraisal personal property 10.00
ITames Line Tax Collector 1980 Co. , Bor. a School t~y". no n,
aorough of Carlisle Water & Sewer 43.34
IrGI Gas 77 <;n
PP&L Electrici ty 122.27
hni ted Tel. Co. Tel. Service , 1 R ?I'.
uel oil & furnace repair . .- 264.33
-H Agency Broker's Commission on R.E. 1 500.00
. ecorder of Trf. 2S0.00
Deeds 1% R.E. Tax
Co. of North America F' Ins. premium 95.40
ns. 'Ire
isc. Exnenses of Administr tion 300.0.0-
'xecutor's Commission 1 281.20
ames R. Humer Attorney Fee 1 281.20
eserved for filing account and closing expenses 100.00
TOTAL THIS PAGE I 9,996.10
I hereby certify that to the best of my knowledge and belief the foregoing is il just and true statement of debts, funeral
expenses an e~Pen~s O~Q!l\if1istraf'jln.submitted to Jhe~~ate(js d'it!ucliOlns for Inheritilnce Tax purposes.
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/' \. _ ,.- SIGNATURE OF ATTO NE:Y/FIDUCIARY DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
9 9 tj Iv'. /iJ AT
I
6
PERCENT.
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DATE
, .
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tomhstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
, should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws,
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed,
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remerks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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COUNTY FILE NO: /
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DATE
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ESTATE
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FILE NO.
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DATE OF DEATH
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Appraised Value of Estate:
Real Estate
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Personal Property
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Jointly Held PropertylTransfers
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Total Gross Estate
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Total Approved Deductions
Clear Value of Estate
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les~: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
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Amount Taxable @ 6% Rate
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lax due
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Amount Taxable @ 15% Rale
lax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$ I. -' "1
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* ** * ;; . A five percent discount
will be granted if the Inheritance Tax is paid by
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Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest
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to date
accrues at the rate of six (61 percent per annum
unpaid balance of Inheritance Tax from
of payment. Interest due if paid by
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BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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