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I, DOROTHY STEWART STEIN, of the Borough of Camp Hill, County of
Cumberland and Commonwealth of Pennsylvania, being of sound mind, memory and
understanding, do make and publish this my Last IHll and Testament, hereby
revoking and making void all former WillE. by me at any time heretofore made.
AND FIRST, I direct that my funeral be conducted in a manner
corresponding with my estate and situation in life.
AND to such estate as it has pleased God to entrust to me, I
dispose of the same as follows, viz.:-
FIRST: I give and bequeath to my granddaughter, Susan Lynn
Stein, my opal and garnet ring, since the garnet is her birthstone.
If there are any garnets missing from said ring, I direct my Executrix
to have same replaced before giving the ring to her.
SECOND: I give and bequeath to my grandson, David Allen Stein,
my $2.50 gold piece, to add to his collection. This came from Grandpa
Stein.
THIRD: All the rest, residue and remainder of my estate, be
the same real, personal or mixed, I give, devise and bequeath as follows:
"
A. One-half (1/2) share thereof to my daughter, Sandra
Ruggaber; in the event my said daughter shall predecease me,
such share of my estate shall pass in equal shares to her
...
children, per stirpes.
B. One-half (1/2) share thereof to my grandchildren, David
Allen Stein and Susan Lynn Stein, the children of my late son,
Stewart, share and share alike; should either or both of them
predecease me, such share or shares shall pass to his, her or
their issue, per stirpes.
~~/ M~oed Jio;- (SEAL)
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FOURTH: 1 authorize my t:xecutrix, and her successors, to
exercise the following powers, in addition to those given by law, to be
exercised in their sole discretion:
A. To retain any real and personal property which
may at any time form part of my estate.
B. To invest and reinvest in any real or personal
property without restriction to legal investments.
C. To repair, alter, improve or lease, for any period of
time, any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit,
with or without security, to exchange or to partition any real or
personal property and to give options for sales or exchanges.
E. To compromise claims.
F. To make distribution in cash or in kind or partl.y in each.
AND I HEREBY NOMINATE, CONSTITUTE AND APPOINT my daughter,
Sandra Ruggaber, Executrix of this my Last Will and Testament, to serve
without bond in any jurisdiction.
IN WITNESS WHEREOF, I, DOROTHY STEWART STEIN, the Testatrix,
have to this, my Will, typewritten on two (2) sheets of paper, set my hand
and seal, this
.;lOTI, day of December ,A.D., 1973.
~~-'f }-~und ~(SEAL)
..
Signed, sealed, published and declared by the above named,
DOROTHY STEWART STEIN, as and for her Last Will and Testament, in the
presence of us, who have hereunto subscribed our names at her request as
witnesses thereto, in the presence of the said Testatrix and of each other.
P~.~ r~
!Z.1cu-1 II ~~
.
la/:JtJ'1'3
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n.~~o- V
OA TH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
This, the
4th
day of
September
MaH..!;... J,e'<1.is
A. D. l~, before me, ~lTtf1'6'~~<;1l, Register for
the Probate of Wills and Granting Letters of Ad ministration in and for the county of Cumber-
land, in the Commonwealth of Pennsylvania, personally came
who being duly
Doris L. Trostle
Sworn
according to law deposed and say that they are well acquainted with
the handwriting of
Dorothy Stewart Stein
whose name is attached as
testatrix
to an instrument of writing
purported to be __________________________________________ the Last Wi II and Testament of
Dorothy Stewart Stein
late of
Camp Hill, cumberland County Pennsylvania
, deceased
and that the said signature is true and genuine, :lIi!flk~~
u~
x~~wtlGRhfJ
L
Sworn
and subscribed before me,
4th
day of
~L~
this
September
A. D. 191~
.,...................,.....................,...,...................
per
Deputy Register
OATH m' SUllSCRlDlNG WITNESS
COMMONWEALTH OF PENNSYLVANIA I 5S:
COUNTY OF CUMllERLAND f
3rd
This day of S"ptpmhpr A.D.,19RO
before me, Register for the Probale of Wills and granlillg letters of Admillistration in and for said County of Cumberland, in
the Commonweallh of Pennsylvania, personally came Richard H. Howe
the subscribing witnesses to Ihe foregoillg instrumellt of wrilir,g purporring 10 be thclast Will and T~st"mcnl of
Dorothv Stewart Stein
Dated _ kl;:emher 20. ] 971
late of
Camp Hil]
Cumberland Counly Pa., deccased who being duly
Sworn according to law, depose and say, Ihat he we ~
present, and saw and heard the testatrix
,ign, seal, publish, prollounce and declare the said
instrument of writing as and for h er
Testamelll and Last Will, and at the time of so doing ~hp
was of sound and disposing mind memory and underslanding, to the best of hi~
knowledge, observation and belief.
sworn
&hk1~! 1I#.;:cL-
lC ara '. Howe
and subscribed before
Mary C. Lewis ~~
(!, {~:/
Regisler
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
Sandra S. Ruggaber being duly
Sworn 'ays thaI as nearly as can be ascerlainccl the said dccedcntDorothv Stewart Stein
died on
Wednesday the 20th day of AUQ:us t
at or about ,2, Co (I o'clock, -LM.
Sworn and subscribed this
3d day of Sentember
A.D., I 9-8.Q.,
19.~, befo:~a:
Mary C. Lewis ~
- D
,-~r\,A\(,~u.)OP LI))
Sandra S. Ruggabe~\j
~.
~~
Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came Sandra S. Ruggaber
who, being duly Sworn
, does
depose and say that as Executrix
deceased
of the last Will and Testament of DorothV Stewart Stein
She will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
and subscribed before me.
\
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also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn
SePtember 3 A.D., 19~ ..:::::,--;:;. r O/-LC;
I
Mary C. Lewis
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DECREE
Be it remembered that on the 4th
day of September
80
,A.D.,19_, there was probated and
recorded the last Will and Testament of Dorothy Stewart Stein
late of
Camp Hill
, Cumberland County, Pennsylvania.
Sandra S. Ruggaber
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
- . . -
8:?1
q?; d.A<d- sf2 . ~L ~ .~ /
~l. /}~;;.., Register
~'J!'>'~JN"'fA~ i~ OF PEHNSYLVAN1A
v~P.ART"EIlT OC REVE'WE
eUREW O' COUIlTY COLLECTIONS
I APPLlCA TION FOR AND CONSENT
! TO TRANSFER SECURITIES
1 REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
- ____._.______._._____._ _0_-
'*
APP!..ICA TION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made far cansentta the trnnsfer of lhe fallowing securities of a Pennsylvania
Ca,poratian or a National Banking Association located in Pennsylvania:
DA TE-1ioY.~l!l..-l9Jl.O_
(a) 100 Shares (b) PENNSYLYMX~N.E..lL.LLI.GHLC'OMPANV (c) Common
(NOTE: In describing securities enter in (a), ab Ole, either Ihe number of shares of stack or the face amount of
registered bonds, in (b), the name of the issuing company and in (c) the closs of stack or the stated interest rate
and maturity date 01 registered bonds.)
ISSUED ON Oct. 31, 1975
,and having a TOTAL MARKET VALUE OF S2:..!.~87.50
(00'0)
as 01 the elate 01 death of the decedent. Dorothy S. Stein
(Name of Docedent)
on August 20, 1980
, .
(Dotl! of death)
who was late of 2917 Chestnut Street,
(Srr~et and Number)
Camp. Hill,
(Post Office)
Cumberland,
(County)
PA
(State)
The securiti~s ore registered as follows:_
Dorothy S. Stein
(Harne or nomas in which certificates Ofe registered)
ADMINISTRATOR) Sandra S. Ruggaber, 4660 Bunchberry Lane,
EXECUTOR f (Homo)
NAME OF APPLICANT
COUNTY FILE NUMBER d/-O-.6Z, f ADDRESS OF APPLICANT
Colorado Springs, CO 80917
(Address)
Clayton L. Bloom
for ~lcNees, Wallace & Nurick
Box 1166 Harrisbur , PA 17108
. ~,
BUREAU FILE NUMBER SIGNATURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS" PPLICATlON. IT WILL NOT BE
,
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE~ .::;5 /Y'n
I hereby consent to the transfer of the above securities now registered in the name of the loresaid '
Decedent and woive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
th~ property nf said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amented end the Act of June 15,1961, P.L. 373, as amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consenlto Tronsfer the herein described property operates only in reference to the estate of the
above-named Decedent.
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Si gned far the Secretary of Re:e'ft
By _._~1 a_'u.d{pY%:,~l
4./.IQnO~ .&:.~
(Tit (County)
House and lot 2917 Chestnut Street, Camp Hill, Pennsylvania.
Deed dated June 26, 1944, and recorded in Book V, Volume 12, Page
331, Cumberland County, P2nnsylvania. 49,000 00
Commercial building and lot, #189 Main Street, Watsontown, North-
umberland County, Pennsylvania. Deed dated l~arch 31, 1932, Re-
corded in Deed Book 336, Page 536, Northumberland County, Pa.
707 shares Mutual Investing Foundation
42 shares Sealed Power corp., Cammon, NYSE
\
Inventory of tho real and por...nal estato ~f
Dorothy S. Stein
.___, .__docoased.
,- ...~~_.H_
158 shares ATT, common, NYSE
100 shares PP&L cornman, NYSE
7 shares ATT $4.00 pfd. NYSE
$200.00 ATT, 8-3/4% debenture, due May 15, 2000. NYSE
Interest accrued on Item above
One $100 E-Series U.S. Savings Bond, issued May 1976
Six $50 E-Series U.S. Savings Bands as follows:
12/44 - $154.10; 1/45 - $154.10; 2/45 - $154.10; 3/45 - $149.26;
7/45 - $151.66; 11/45 - $146.88
Savings accounts, State Capital S/L, Harrisburg, Pa.
002-15-01175
002-19-00793
002-20-16003
Savings Accounts, First Federal S/L, Harrisburg, Pa.
CD#2-38-327620
CD#2-16-17856
CD#2-16-922506
CDJl2-38-125899
CD#2-38-426565
Savings account #6685856, Cumberland Valley Savings Assn., Camp
Hill, Pennsylvania
Checking account #81-67-964-5, Dauphin Deposit Bank & Trust Co.,
Harrisburg, Pennsylvania
CDJl002872, Dauphin Deposit Bank & Trust Co., Harrisburg, Pa.
~
Savings deposits Harris Savings Assn., Harrisburg, Pa.
Passbook Acct #27664
CD#4-16-008148
CDJl4-16-009340
CDJl4-12-137845
CD#4-12-137834
CDJl4-11-133750
CDJl4-12-135006
.
Household furnishings.
Opal and garnet ring
One $2.50 gold U.S. cain.
1966 Dodge Dart
Silvinqs account, West Srore S/L, Camp Hill, Pa.
" l:i!:'t.:"..LU-l:l-llbb
SPC 11-B-1121
OS 1197
Medicare refunds
Page 1 of 2
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2,500 00
5,917 59
945 , 00
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8,324 i 63
1,887i 50
386 ! 31
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157 00
4 65
91 88
9101 10
11,2891 09
11,864 59
2,0211 89
1,010 99
1,010 30
l,OJ.O 30
1,010 99
3,032 96
10,110 38
3671 57
528 66
798 76
3,015 87
10,651 76
10,044 ~4
2,008 90,
1,004 31
1,004 45
1,514 30
.
90~ 00
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150 00
900 00
2,058 33
1,047 07
11,336 53
22,695 13
760 76
209 36
STATE OF COLORADO
CDIlIU.QoJlWUWf<f1Ilf'.EIOISIll!fAHIA
COUNTY 01' ~."II EL PASO
}
ss:
~"".
Sandra S. Rllgoabpr
sworn
_ Ih..ordillo.j TO I03W. doposes and says thats he ; C ,,:"(,1"\ F.xGc'ltrix
0'_ of the Estate of Dorothy S. Stein
late of ___~arn2...._I!~~___.___ . Cumberland County. Pa., deceased and that the
..within.is an inventory made by __ Sandra S. Ruqqaber ., the said Executrix
of-the entire estate of said decedent, consisting of all the personal property and real estate. except real estate outside
the Commonwealth of Pennsylvania, and that the figures .opposite each item of the Inventory represent it's fair value
as of the date of decedent's death. ')
i-~"'t~\C'- S. !\ ~\ '\ ct1J
Sandra S. Rug~~er
being duly
Sworn
___ and subscribed before me,
.; h,'.: "7'1-" dcht(;{(;,1::,
J' \ (7" l.
(,'c..(' <' 'J ;G{j, 77.)(1 "
__ J '\
, /t....)C lCtr''-(
/tl,,/Cl-OlYlrYl cY-e 10.(<". g:':!
e..cutor . Administrator
19 c;; /
4660 Bunchberry Lane
Colorado Springs, CO
80917
Addr."
Date of Death
20th
Day
Auqust
Month
1980
Yu,
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional a.,ets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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COMMONWEA~ TH OF PENNSY~VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERtTANCE TAX
RESIDENT DECEDENT
*
AFFIDAVIT OF
FIDUCIARY
(Instructions on Roverse Sldo)
Estate of Dorothy S. Stein
Last Address 2917 Chestnut St.
Date of Death Augus t 20, 1980
Social Security No. 179-30-3203
Camp Hill, PA
17011
Bureau File No.
ICITY)
(STA iE)
(liP)
County Fil.e No.
21-80-569
I, Decedent died,
( ) Intestate (without a will)
( x) Testate (leaving a last will--copy allached)
2. Is the filing of a Federol Estate Tax Return required for this estote? Yes-X....- No
3. (x) Executor/Executrix ( ) Administrator/Administratrix
Name
Sandra S. Ruggaber
4660 Bunchberry Lane
Address
Colnrano ~pr;ng~_ rn'nr~nn ROQ17
(("ITV) (STATE) (ZIP)
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4. All correspondence should be mailed to ( xl Allorney
) Fiduciary.
5. If an attorney is representing the estate, indicate,
Name
Donald R. Waise1
Address
Box 1166
HarriSburg, PA 17108
(CITY) (:::TATE) (ZIP)
List all safe deposit boxes registered in the decedent's individual name, or jointly with, or as an agent or deputy .
of another, or in decedent's individual name with right of access by anotner as agent or deputy. Include the name
and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME ANO ADDRESS OF aANK OR OTHER INSTITUTION
IN WHICH DEcEaENT MAINTAIIlED A SAFE OEPOSIT BOX
NAME OR NAMES IN WHiCH
SAFE DEPOSIT BOX IS REGtSTEREO
RE~ATIONSHIP OF JOINT
HOLOERS TO DECEDENT
~:,.)
" None
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and
statements, and to the best of my knowl"dge and belief it is true, correct and complete.
~cu.riAS~GN~REOF€~%~ )<6 ~~Elq~1
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of Ihe Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file
a return:
a. The personal representative of the estate of the decedent as to property of the decedenl administered by him
and such additional property which is or may be subject to Inheritance Tax of which he/She shall have or
acquire knowledge;
b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute,
including a tmstee of property transferred in trust, provided that no separate return need be made by the transferee
of property included in the return of a personal represenlali ve.
2. PLACE FOR FILING
The relurn is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided.
3. TIME FOR FILING
The rcturl' is due nine months after the decedent's death, unless an extension for filing has been applied for and
granteu by tile Secretary of Revenue within the nine-month period.
4. FAILURE TO FILE RETURN
Section 791 of the 1961 Statute provides that" . . .any person who willful!y fails to file a return or other report
required oi him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritan~e Tax is payable at the late of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others.
6. PAYMENT OF TAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest
at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED.
All checks should be made payable to the Register of Wills of the county wh~rein the decedent resided and are
received subject to the final determination of the Department of Revenue.
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any prnperty belonging to a transferee liable for the tax.
a. FILING OF FALSE RETURN
Any person who willfully mal(es a false return or report required of him shall. in accordance wilh Section 793 of the
1961 St~tute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
.
THE FAIRMAN AGENCY
I
ID
lIollIC"
WALTER B. FAIRMAN, II, Broker
ffi.a( &.lalc
210 MAIN STREET
WATSONTOWN, PENNA. 17777
PHONIE 83S.2!5Ba
September 24. 1980
Mrs. Robert Ruggaber
4660 Bunchberry Lane
Colorado Springs. CO 80917
Dear Mrs. Ruggaber,
As requested. I have examined and appraised the real property in the estate of
Dorothy I. Stein. deceased. located at 507 Main Street. Watsontown. Pennsyl-
vania. for the purpose of reporting to you my estimate of the market value of
the property as of the twentieth day of August, 1980.
The most pertinent information and conclusions are summarized below,
SUMMARY OF PHYSICAL CHARACTERISTICS
LOCATION: The property is located along the west side of Main Street.
approximately 120 feet south of Sixth Street. in the Borough
of Watsontown. Northumberland County, Pennsylvania.
Known as 507 Main Street. Watsontown. Pennsylvania. and
as tax parcel number 2-61-2-2-80,
REAL ESTA TE ASSESSMENT, $1,050
LEGAL DESCRIPTION, A rather extensive search at the Northumberland
County Court House in Sunbury. Pennsylvania,
rendered no copy of a deed to the property having
been recorded. Therefore. it is necessary to
assume that the property is owned solely by the
estate of Dorothy I. Stein in fee simple title.
SIZE: The property consists of a town lot with approximately twenty-one feet
of frontage along the west side of Main Street running uniformly in
depth a distance of 165 feet to an alley and containing 3. 465 square feet.
This information was taken from the tax assessment records of North-
umberland County.
TOPOGRAPHY, level. above grade
UTILITIES, Municipal sewer and electricity. public telephone. gas, water and
television c'able. Only the electricity was into the property at the
time of my inspection on September 16. 1980. All other utilities
are available.
INPROVEMENTS, The property consists of a two-story brick and frame store
building with overall dimensions of 18 x 66, containing
1188 square feet per floor.
Exterior: overall condition - very poor
Walls: The front 30 feet of the building is of brick construction.
Several areas were found to be in need of repainting. The
front of the building consists of a store front with display
windows. The rear 36 feet of the building is of frame con-
struction and in need of some repair and painting.
Roof: Slate, several severe leaks, roof has been patched in
several places and appears to be beyond the point where
further repair would be economically sound. Loose slates
could present a liability problem. as would a brick chimney
which was found to be leaning and having several loose bricks.
Spouting, galvanized metal in need of replacement
Comment, The front portion of the building appears to be settling such
that the eves of the subject building is encroaching on the ad-
jacent property to the south to the extent that it is causing
damage to the eves the facia of the adjacent building,
Interior, overall condition - poor
Walls and Ceilings, old plaster with maintenance required in-
cluding redecoration and some replastering.
Floors: tongue and groove pine.
The first floor is partitioned into three rooms while the second
floor is void of interior partitions.
Basement: full. concrete floor. stone foundation walls. South foundation
wall is crumbling and is evidently the cause of the settling
problem as previously noted.
Functional Systems,
Electrical, all electrical wiring in the building presently in use
was surface strong by the tenant and therefore can
not be considered part of the real estate. 60 amp fuse
service.
Water and natural gas lines were at sometime into the property;
however. according to the tenant. both have been cut off in the
street which would necessitate the installation of new lines from
the mains to the building.
REV-451 EX'" (3.801
COMMONWEALTH OF PENNSVLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
{lnsrructions Oil ReversoSide!
Estate of Dorothy S. Stein
ITEM
NO.
OESCRIPTION
1. 707 shares Mutual Investing Foundation
letter reporting value attached.
2. 42 shares Sealed Power Corp., Common,
N.Y.S.E.
3. 158 shares ATT, common, N.Y.S.E.
4. 100 shares PP&L common, N.Y.S.E.
5. 7 shares ATT $4.00 pid. N.Y.S.E.
:6. $200.00 ATT, 8-3/4% debenture, due May
15, 2000 N.Y.S.E.
7. Interest accrued on Item #6.
8. One $100 E-Series U.S. Savings Bond
Issued May 1976
9. Six $50 E-Series U.S. Savings Bonds as
follows:
a. Dec. '44
b. Jan. '45
c. Feb. '4 5
d. Mar. '45
e. July '45
f. Nov. '45
- $154.10
- 154.10
154.10
149.26
151. 66
146.88
10.
Savings Accounts, State Capital S/L,
Harrisburg, Pa., report of value attache
a. 002-15-01175
b. 002-19-00793
c. 002-20-16003
11.
Savings Accounts, First Federal S/L
Harrisburg, Pa. Report of value attached
a. CD#2-38-327620
b. CD#2-16-17856
c. CD#2-16-922506
d. CD#2-38-l25899
e. CD#2-38-426565
'*'
Page 1 of 2
UNIT
VALUE
ESTIMATEO
MARKET
VALUE
OEPARTMENT
VALUATtON
(OFFICIAL USE ONL Y!
$8.37 $ 5,917.59
..290 ~ (945.0~ 100.r.
22.50
52.6875 8,324.63
18.875 1,887.50
55.1875 386.31
78.50 157 . 00
4.65
91. 88
910.10
11,289.09
11,864.59
2,021. 89
1,010.99
1,010.30
1,010.30
1,010.99
3,032.96
TOTAL THIS PAGE
CONTINUE NEXT PAGE
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STATE
CAPITAL
SAVINOS
ASSOCIATION
m
Clayton L. Bloom
Estates Administrator
P.O, BOX 1166
Harrisburg, Pa. 17108
DATE:
DECEDENT :
September 10, 1980
Dorothy S. Stein
0.0.0.- 8-20-80
#002_15_01516 BALANCE AS OF DATE OF DEATH $ 14,859.09
Transrerred ACCRUED INTEREST J.b~.~/
from account DATE OF DEATH VALUE $ J.t>,U2tLbb
002-19-02223 DATE ESTABLISHED /-/-I;jU
opened 1-7-80 MATURITY DATE J.-/-I;jj
ACCOUNT TITLE Dorothy S. Stein or S.S. Ruggaper
#002_15_01175 BALANCE AS OF DATE OF DEATH $ 11,125.11
ACCRUED INTEREST .Lb,j.~d
DATE OF DEATH VALUE $ .Ll,~(j,=,.u~
DATE ESTABLISHED
MATU~TY DATE .
ACCOUNT TITLE Dorot y S. Ste~n
#002_19_00793 BALANCE AS OF DATE OF DEATH $ 11,293.36
ACCRUED INTEREST 571. 23
DATE OF DEATH VALUE $ 11,St54.5~
DATE ESTABLISHED
MATURI'l'X'" DATE
ACCOUNT TITLE
#002_ 20_16003 BALANCE AS OF DATE OF DEATH $ 2,000.00
ACCRUED INTEREST 21.89
DATE OF DEATH VALUE $ 2,021.89
DATE ESTABLISHED
MATURI'l'X'" DATE
ACCOUNT TITLE
THE PENALTY ON PREMATURE WITHDRAWALS OF TERM INVESTMENTS
IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON
ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE" OF
CURRENT DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS.
CONTACT US FOR ANY FURTHER INFORMATION"
<... '..
/" ...~.:
BY:
/ I
,~/- (/~ '. ,,'. - .
. .-;'/' . ___I
'." . , . , . ~
......". '. .... ~ ~ '.
108.114 NORTH SECOND STREET. po_ BOX 1861. HARRISBURG. PENNSYLVANIA 17105 (717) 238.8252
~~~~
. .
"
[DWAAel c.nAST, JA.
ROIIEAT li.GRISWOLD
JAMES H. KING
MOSES K. ROSE"8IE~
JEr'EASO~ t.BAANM~qT
""ME5 W. HAG'"
ARTHUR l.OtJI'GEA
rRANCIS O. ".u.S.JR.
G.THO"''''$ "'IU.[R
DONALD R. WlliEl
"'CHARD A. L!fEV[A
J. THOMAS M(HUEA
CL'fDt W. JolcIHTlPE,
S. BEANE SMITH
ROD ".PERA
to*""o II. ~T14M"'N
ROBERT .. M,LlS
W.JtrrAT "AIoIDUNEAU
HERlERl A. NURICIl
DAVID E. LENM''''
In re:
H~M.N I.WlflTE
r. MURRAY BR'A'"
R'C~ARO \If, stEVENSON
HENRY A.~":!\IICHOL"'S
WILLI.N M.'OUhG,JiJ.
ROBERT M.el'llAAT
CAVID 8. OIS'-U
H.LEt POUSSEL
""U~ICE .... rRAT[A
OEttNISJ,HAR"'ISI'I
C.GRA!NGEA BOw""''''
JOHN s.om:A
DELANO M,UNTZ
MARVa r~([DENaERG
EO\llA"OJ,P1[HL.
JASON S. SH"'Pl~
EA'C L,BA"JS3Io1AN
ROBERT a,StETS
MA"y JANE rORBES
"'ARK S. GUAEVln
('
ST(RUNG G. MtNEU
1923.1959
DAVID M.WALLACE
I~Z'IQB7
(
McNEES, WALLACE & NURICK
ATTORNEYS AT LAW
100 PINE. STREET
P. O. BOX lIee
HARRISBURG, PA.1710B
TtL[PHOH[ (711) 2)0-9341
GILBERT NURI'"
JAMES H. eooSEFt
HARFt" ".rRAN"
or COUNSEL
September 4, 1980
WASHINGTON OFFiCe:
1333 NEW HAMPSHIRE AVE. N. 'N.
WASHINGTON,D.C.200:te
T[l[PMONE 12021 659.~151
WILLIAN A.CHESNurr
.IOHN c. ruCESCO
ESTATE OF DOROTHY S. STEIN
Our file: 8154-001
First Federal Savings & Loan
P. O. Box 1111
Harrisburg, PA 17108
Gentlemen:
We are counsel to the executrix of the Estate of Dorothy
S. Stein and we are gathering information for the preparation of
the death tax returns. Mrs. Stein died August 20, 1980. On the
date of death she had the following deposits with your institu-
tion. Please indicate on the extra copy of this letter the value
of those accounts on the date of death and return that copy to me.
Thank you for your assistance.
Value 'on August 20', 1980
Principal Accrued Interest
CD Acct. 112-38-327620. . . .. $1,000.00
CD Acct. 112-16-17856 . . $1,000.00
CD Acct. 112-16-922506. . . $1,000.00
CD Acct. 112-38-125899. . . $1,000.00
CD Acct. 112-38-426565. $3,000.00
*Pass Book Acct. 11214-37043-8. . . $7),789.72
(Opened with new funds
*P1ease indicate Name of Joint Owner SANDRA S. RUGGABER
Date Account created December 3, 1976 and whether or not it
was funded from a previous joint account and if so when the
previous account or accounts were created.
CLB/ec
Enclosure
Sincerely,
Clayton L. Bloom
Estates Administrator
. .
. $10.99
. . $10.30
$10.30
. . $10.99
$32.96
522.27
. .
. .
. . .
. . .
,
,
~JameE R. Hoffma
~avings Counselor
Ftrst FeClcral Snvi",~l\i nnd T..n:m Ae.c::n nrW.,....;"h"..,.,
(
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r'/
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RCC-43(S-7b)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COI.I.ECTIOHS
NOTE: TO BE SU!lMITTED IN TRIPI.ICA TE
REPORTING FINANCIAl. INSTITUTION
ADDRESS
Cumberland Va11ev Savings and Loan
3216 Trindle Road
Camp Hill, PA
ZIP CODE 17011
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act 011961, we
herewith submit the following report,
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT Savinqs Cert. #6685856
NAMES ON ACCOUNT OR
INVESTMENT Dorothy S. Stein
DATE OF DEATH August 20, 1980
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR Dorothy S. Stein
ADDRESS 2917 chestnut Street
Camp Hill, PA
COUNTY cumberland
ZIP CODE 17011
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
ADDRESS
RELATIONSHIP TO DECEDENT
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Januar:v <, 1975
BALANCE, INCLUDING INTEREST
PAY ABLE, AT DATE OF DEATH SBa1anae $10,000.00 Interest $110. ,8 Total .$10.110.'18
L/
} / ,
. Jf.~rY/.-lt^l""', V
SIGNATURE V
Branch !funager
TITLE
"
, .'
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(
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
(
RCC-43(S-761
NOTE. TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
Dauphin Deposit Bank & Trust Co.
213 Market Street
Harrisburq. PA
ZIP CODe
17105
Pur5uant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT (1) Checkinq Account 1181-67-964-5 (2) CD 11002872 .
NAMES ON ACCOUNT OR
INVESTMENT Dorothv S. Stein
DATE OF DEATH
August 20, 1980
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR Dorothv S _ Stp; n
ADDRESS 2917 Chestnut Str....t-
Camp Hill. PA
COUNTY Cumberland
ZIP CODE 17011
...
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
ADDRESS
RELATIONSHIP TO DECEDENT
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR.l) 6 4 71
BENEFICIARY OR INVESTOR \ - -
( 2) 3-4-80
BALANCE, INCLUDING INTEREST (1) "367 57
PAYABLE, AT DATE OF DEATH S ".
(2)S500.00 into $28.66
~1A-r-- /' 0:7-C::--l5?f
;I" SIGNATURE
A.o:;~i c:t~"t lTI"i13"IC:Il't'OO,," ~ 19-80
TITLE
(
McNEES, WALLACE & NURICK
ATTORN EYS AT LAW
tOO PINE STREET
P. O. DOX 1166
HARRISBURG, PA.17I0B
TELEPHONE. (717) 236-9).41
NOA~AN I. WHIf[ (
r. "URRA'l' BA'AN
RICH"RQ 'W. STEVENSON
HENRY A .,",,,,NICHOLAS
'll'llLIAIoI N. 'fOUHO,JR.
POBEAT N.CHtARt
Dl'llD 8, DISHE'!'
H lEt ROUSSEL.
MAURICE ",rPAUA
0(NHI5.J. HARNISH
C.GRAINGtR OOWMAIi
JOHN S.O.ltR
OEL.lHO N.L.A.H'E
HARVEY fP[EOENDEPG
tOWARD.... AI!H"
J...SOH 5. SHAPIRO
ERlC L. BROSSMAN
ROBERt'D.STETS
MARY JANE roAStS
"'ARK S. GUR(ViTl
snPLlNG G. MtNEU
nll3'1~5a
O.t.V1D ...WALl..,CE
1942-1981
tD*olRO c.nRST,JR.
ROBtRt H.GRlSWOI.D
JANES H,IUHG
t405tS K. ROSEHBERG
JtrFtASON C. BARNHART
J""'ts w. HAGAR
ARTHUR L. BERGER
rRANCIS a.HAAS,JR.
G. THO""S MILLER
DONALD A. WA.S[L
RICHARD A.LEFEVER
J. THO.....S ",[NAltER
CLYDE W. "'cunypt
$. BtANt SM.TH
ROD J.PtAA
[DWARD W. ROTH"""
ROeE.AT A.HllLS
w.JErrRT JAMOUH[AU
HERStRT R. HUAICK
DA'ilD t. LtHMAH
GILBERT NUR'CIC.
Ju~tS H. BOOStR
HARRY H.fAANiIl.
or COUNSEL
WASHINGTON OF'FICE
1333 UEW H4MPSHIRE. AVE. N. W.
WASHINGTON. D. C. 20038
TtLtPtlOHE Ii!02) e~9'~1$7
WILLlA.M A.CHt:5NUTT
JOHN C.ruOESCO
September 4, 1980
ESTATE OF DOROTHY S. STEIN
Our file: 8154-001
In re:
Harris Savings Association
205 pine Street
Harrisburg, PA 17105
Gentlemen:
We are counsel to the executrix of the Estate of Dorothy
S. Stein and we are gathering information for the preparation of
the death tax returns. Mrs. Stein died August 20, 1980. On the
date of death she had the following deposits with your institu-
tion. Please indicate on the extra copy of this letter the value
of those accounts on the date of death and return that copy to me.
Thank you for your assistance.
Sincerely,
Clayton L. Bloom
Estates Administrator
CLB/ec
Enclosure
Value on August 20, 1980
Principal plus Accrued Interest
8792.77 55.99
83,000.00 515.87
810,595.70 556.06
510,000.00 544.54
52,000.00 88.90
81,000.00 54.31
81,000.00 54.45
82,000.00 529.09
Pass Book Acct. *27664
CD *4-16-008148
CD *4-16-009340
CD *4-12-137845
CD *4-12-137834
CD *4-11-133750
CD lI4-12-135006
. *CD lI4-16-000995
SAndra S. RUggl'bpr
and whether or not it was
and if so when the previous
. *P1ease indicate Name of Joint Owner
Date Account created Jan. 3. 1980
funded from a previous joint account
account or accounts were created.
. These funds were transferred from Four-yeqr Gertific3te #4-09-122106
oriGinally for 52,000.00 ~~d opened on Jan. 2, 1976 in the same joint nameE
DC\~~.~~'
'.
r. . :.:......
(
.~.-..
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the JI[!Xie Sfzgp
(
Jewelers. Engravers. Gifts
Phone: 215.857.5481
110 REEL STREEr (Pomoroy Holght.) COATESVILLE, PA. 19320
IlO.
OATE '1- 19;;Td
j.~( ~
CUSTOMER
~U)"
QlY.
/ f
...i
S"'O (~
- - - . t:Yf~:t.1f' (' .
3080 OUHI'OWH'''IH''HOf',CO.IW''1l11,'. "1:0
..--
,
I
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,
tDWARO C,nRS'. JR
ROBERT It. GRISWOLD
JA"ltS H. "ING
MOSES 1\ ROSENBERG
JErrERSON C. BARNHART
JAMES W. H40AR
ARTHUR \,.DEmUR
rRANCIS B. HMS,JR.
G. THDIoIAS Io4lllER
DONA.LD R. WAIStL
RICHARD R. LErtvER
J. THOMAS 104[,,,,...ER
CLYDE W,Io4cINTlAE
S.BtRNt SIolITH
ROO J.PERA
COWARD W. ROtHMAN
ROBERT "'.MILLS
W. JEFrln' JAMQUNCAU
HERDERT R. MURICK
DAVID [.LEHMAN
In re:
(
(
NORMA" I. WHITE
r./IlURA" BRlAN
RICHARD W. STEVENSON
HENRY R,MotNICHOLAS
WIllIAt>l t-l. YOUNG,JR.
ROBERT M.CHER'"
OAVIO B.OI5NEY
H.LEE ROUSSEL
MAURICE '.TRATER
cumlS J.HA.RNISH
C,GRAINGER 80"'/11"'''
JOH'" S. OYLER
DELANO M.UNTZ
HARVey TAEEO[NBERQ
EDWARD J.RIEHL
JASON S. SHAPIRO
ERIC L. BROSSIo4A,.
ROBERT 0.5Tt1'5
M"'''' JA.NE TORetS
MARIIS,C;UREVln
STERLING G."""'[E5
1923-1959
DAVID M.w...U....CE
1~2.1967
McNEES, WALLACE & NURICK
ATTORN EYS AT LAW
100 PINE STREET
P. O. BOX lIee
HARRISBURG. PA.17I0e
TCl.EPHONE (717) 236-9341
QILDERT HURICK
JAMES H. BOO5ER
HARRY H.rRANK
or COUNSEL
September 4, 1980
WASHINGTON ornCE
1333 NEW HAMPSi-tIRE AVE,N.W.
WASHINGTON, O. C. 20036
TELEPHONE 12021 659.5157
WILLIAM A.CHESNUTT
JOHN C. rUDESCO
ESTATE OF DOROTHY S. STEIN
Our file: 8154-001
West Shore Savings & Loan
1200 Market Street
Lemoyne, PA 17043
Gentlemen:
We are counsel to the executrix of the Estate of Dorothy S.
Stein and we are gathering information for the preparation of
the death tax returns. Mrs. Stein died August 20, 1980. On the
date of death she had the fOllowing deposits with your institution.
Please indicate on the extra copy of this letter the value of
those accounts on the date of death and return that copy to me.
Thank you for your assistance.
CLB/ec
Enclosure
Sincer~ly "
,,/ . /., .' /./
. .<' . ?,'~
,(.C~;:;~~'
C.-Clayton L.'13l.OOm
Estates Administrator
Value on August
principal
20, 1980
Accrued Interest
Optional Pmt Share Cert. #1197
CD #1180
CD #048
CD #000883
CD #1157
CD #000781
CD #000624
":~Hj ~'J~ Cert. #6685.856
See next page
.0,.
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,
Re: Estate of Dorothy S. Stein
,/
SPC 6-620 Cert. # 624 Principal Amount $2,000.00 Accrued Interest $5B.33
.SPC 15-8-1480 Cert. #04{principal Amount $1,000.00 Accrued Interest $47.07
SPC 10-8-866 Cert. # 781: 883 Principal Amount $11,000.00 Accrued Interest $336.53
,/
SPC 11-8-1121 Cert. # 1180~ 1157 Principal Amount $22,000.00 Accrued Interest $695.13
,/
OS 1197 Principal Amount $744.78 Accrued Interest $15.98
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any transfer of Jny material part of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) No
2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) 1'€::i-
3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxability of transfer.
4. Did decedent, in his/her 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/her death? (Answer "Ves" or "No".) . IItJ
a. Was there any pOSSibility that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Ves" or "No".)
b. What was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any transfer wi thout receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) Nt!>
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".) M",
6. If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, Ihe consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) AI 0
8. Did decedent, at any time, transfer property, the bBleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "No".) Nc
9. If the answer to eight above is "Ves," was the power to aller, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".)
<0 REV0452 EX~'(3'80r
COMMORWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
REStDENT DECEDENT h
ESTATE OF Dorot y
SCHEDULE "C"
TRANSFERS
*
S. Stein
INSTRUCTIONS:
1. Answer the questions on reverse side.
2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property tmnslerred per
Schedules "A," "S," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relatinR to the transferred property.
~- . .
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ITEM ESTIMATED DEPT, VALUATION
NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL \
None
TOTAL THIS PAGE A'^_^ n D~".e
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.1 CORRECTION
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Previous Image
Refilmed to Correct
Possible Error
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"..:.
FOURTH: I authorize my Executrix, and her successors, to
exercise the following powers, in addition to those given by law, to be
p ~,~ I: cn.D.J.V-D-
!l.,..I. (u/ 1/ l:/~."'-
,a/;;t./'73
I I
exercised in their sole discretion:
A. To retain any real and personal property which
may at any time form part of my estate.
B. To invest and reinvest in any real or personal
property without restriction to legal investments.
C. To repair, alter, improve or lease, for any period of
time, any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit,
with or without security, to exchange or to partition any real or
personal property and to give options for sales or exchanges.
E. To compromise claims.
F. To make distribution in cash or in kind or partly in each.
AND I HEREBY NOMINATE, CONSTITUTE AND APPOINT my daughter,
Sandra Ruggaber, Executrix of this my Last Will and Testament, to serve
without bond in any jurisdiction.
IN WITNESS WHEREOF, I, DOROTHY STEWART STEIN, the Testatrix,
have to this, my Will, typewritten on two (2) sheets of paper, set my hand
and seal, this
OlO+I, day of December ,A.D., 1973.
w~.-'< ':J.,ilT,-urJ: ~.J(SEAL)
r
Signed, sealed, published and declared by the above named,
DOROTHY STEWART STEIN, as and for her Last Will and Testament, in the
presence of us, who have hereunto subscribed our names at her request as
witnesses thereto, in the presence of the said Testatrix and of each other.
1:1.-:<0-73
-2-
REV0453 EX. (3-80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "D"
BENEFICIARIES
*'
(lnstruclions on Reverse Side)
Estate of
Dorothy S. Stein
No exceptions
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Sandra S. Ruggaber Daughter Yes of aae one-half residuar'
4660 Bunchberry Lane
Colorado Springs, CO 80917
David Allen Stein Grandson Yes May 10,61 Beauest -2.50 aol,
218 Overlook Drive coin
one-fo"rl-h of
Coatsville, PA 19320 Residuary
Susan Lynn Stein Granddaughter Yes Jan 27,63 Bequest - Opal an,
218 Overlook Drive Garnet ring; one-
Coatsville, PA 19320 "~,,,.....h ~" ,..o~~..,,~.
The above beneficiaries are living at this time except for the following'
NAME
DATE OF DEATH
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
-
RCC-43(S-7b)
NOTE: TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
CCNB Bank, N.A.
331 Bridge Street
New Cumberland, PA
ZIP CODE 17070
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Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT Checking Account #863-760-05
NAMES ON 'ACCOUNT OR
INVESTMENT Dorothy S. Stein and Sul1dra S. Ruggaber
DATE OF DEATH
August 20, 1980
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR Dorothv S. Stein
ADDRESS 2917 Chestnut Street
Camp Hill. PA
SURVIVING DEPOSITOR.
BENEFICIARY OR INVESTOR
COUNTY Cumberland
ZIP CODE 17011
Sandra S. Ruggaber
ADDRESS 4660 Bunchberry Lane, Colorado Sprinqs, Colorado 80917
RELATIONSHIP TO DECEDENT
Daughter
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
BALANCE, INCLUDING INTEREST
PAY ABLE, AT DATE OF DEATH $
April, 1971
$1,537.73
Vice President
Q, L. Weitzel ~ "e::::>
5lG~ . '0
TITLE
Sept. 10, 1980
. ..
.
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-
COMMONWEALTH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.,
RCC-43(5-7b)
NOTE: TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
CCNB Bank, N.A.
331 Bridge Street
New Cumberland, PA
ZIP CODE 17070
Pursuant ta Sectian 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT Checking Account 11863-760-05
NAMES ON ACCOUNT OR
INVESTMENT Dorothy S. Stein and Sandra S. Ruqqaber
DATE OF DEATH
August 20, 1980
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR Dorothy S. Stein
ADDRESS 2917 Chestnut Street
Camp Hill. PA
COUNTY Cumberland
ZIP CODE 17011
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
Sandra S. Ruggaber
.
ADDRESS 4660 Bunchberry Lane, Colorado Springs, Colorado 80917
RELATIONSHIP TO DECEDENT
Daughter
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR, April, 1971
BENEFICIARY OR INVESTOR
BALANCE, INCLUDING INTEREST $1,537.73
PAY ABLE, AT DATE OF DEATH $
G. L. ,,,,,., m~/,.Q
SIGNATURE
Vice President
TITLE
Sept. 10, 1980
REV-414 EX+ tHO)
File Number
21-80-0569
Dorothy S, Stein
Estate Name
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[] Original
o Supplemental
o Remainder
Date of Death
August 20, 1980
Social Security Number
179-30-3203
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appalnted Inheritance Tax Appraiser In and lor the County 01 Cll~h"r~~~rl
Pennsylvania, do respectfully report that 1 have appraised the real and personal property as reparte in t e atogalng
retum <It the value. let forth oppoliht .,och item in th.,lost column to th.. right in Schedules "A", IIB", "CII, and If Ell
Dated,
April 8, 1981
J/N~",l., ; ii'f,'4fHJ )
INHERITANCE TAX APPRAISER
CODE
ADJUSTMENTS
(NARRISaURG USE ONLY)
REMAINDER APPRAISEMENT CODE
Roal Property (Schedule A)
Perlonal Property (Schedule B)
Jolnl.Hold Proporly (Schedule E)
Tranlf.rs (Schedule C)
s
VALUE AS APPRAISEO
92+
'NVENTO RY
TOTAL GROSS ASSETS
Le.. D.bt. and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
OLlIe Estate
o Annuity
RATE
FOR USE OF REGISTER ONLY
Tall on $
Tall on $
Tall on $
TalC on $
Tall on $
Exemptions
Total Estate
TOTAL TAX
IIlTEREST FROM
BALANCE
Leu Credits
DATE OF PAYMENT
AMOUNT PAl D
S
INTEREST FROM
BALANCE DUE
51 00+
131 '0+
20 20+
None 30+
203,413 52
40-
93.
FACTOR
PRINCIPLE
VALUE
CODE
CODE
COMPUTATION OF TAX
$
S
$
$
$
6%
15%
TO
$
$
S
E
TAX CREDIT
s
REV.518 FO'C7.eO)
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NOTICE OF FILING OF APPRAISEMENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATlllNS
Ms. Sandra S. Ruggaber
4660 Bunchberry Lane
Colorado Springs, CO 80917
RE: Estate of
County 01
File No.
Dorothy S. Stein
Cumberland
21-80-0569
Dear Ms. Ruggaber:
You are hereby notified that the original
appraisement in the estate af Dorothy S. Stein
has been filed in the office of the Register of Wills of Cumberland
County an April 8 , 19 j!l. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
$ 51,500.00
$131,195.45
$ 20,718.07
None
$203,413.52
.
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 (Iifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusi-te; and twelve months when
death occurred prior to December 22, 1965) from dote 01 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 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
April 8, 1961
Signed
.ithY"',, J i?ft~i1"d)
Title Chief Appraiser
NOTE: This is not a bill.
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Estate of Dorothy S. Stein Date of DeathAug.
WHEN CLAIMING THE FAMILY EXEMPTION. COMPLETE THE FOLLOWING,
20,
*,
80File No.,:J/- g{.J <)"2, 9
IlEV.455 E~+ (l.HOI
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Claimant
Claimant's Address
ITE
NO.
DATE
NAME OF PA VEE
Patriot-News Co.
Musselman Funeral Home
Bell of Pennsylvania
PP&L
Bell of Pennsylvania
A. Z. Ritzman
UGI
Walter Fairman
FHN Assn., Inc.
Estate check in acct.
Hoxie Sho
Lester G. Conner
Aetna Insurance Co.
Lab Procedures
1. R. S.
PP&L
iv
Dr. Jason J. Litton
McNees,
McNees,
Dorothy
Nallace &
Wallace &
S. Stein
Nurick
Nurick
Reserved
.- .
Relationship to Decedent
REMARKS
AMOUNT
$ 20.78
7.90
629.00
36.40
2.66
13.60
117.00
13.58
60.00
252.00
4.79
53.00
100.00
62.04
House for sale ad
Garbage collection
Funeral bill
Telephone bill
Electric bill
Final telephone bill
X-ray
Gas bill
Real estate a raisal
Medical service
Blank checks
Rin re air
Real estate appraisal
Balance due
Blood test
Delinquent tax, 1978
Final electric bill
i 1
Professional service
Attorney fees
Expenses advanced
Executrix commission
5,000.00
339.89
7,480.00
208.00
$14,684.05
Filin
fees, ohotoco
TOTAL THIS PAGE
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
e~penses and expenses of administration submitted to the estate as deducti95 for Inhe~tance Ta~ purposes. ;J
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SIGNATURE OF ATTOR IOUCIARV DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S / ~ (P?t/ 1)1; AT
fa
PERCENT.
~a AI (!-. *(nd
EG1STER 0 WILLS
4-,2/-)/1
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, tombstone 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 82,000 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 remarks 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
*'
COUNTY FILE NO:
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DATE OF OEATH
Appraised Value of Estate:
Real Estate
$ .> / ~, :' ..() ,,1-{/
,
Personal Property
+ " ?,.; / '{(.; - '/1:;
I
+ _..: () 1/:P", i'1
Jointly Held PropertylTransfers
Total Gross Estate
$/",/::/ ..//~j
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Totsl Approved Deductions
,Ii 6,;'/1
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Clear Value of Estate
I J('"
$1 ::/
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Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$ //:/ /'/'/ 11'i
Amount Taxable @ 6% Rate
$ , /,:,> i' f '/l $ .j .3 /.'3 -; C:,
,/ tax due
..
tax due
$ 1/ ;<' ') ~ N
TOTAL PENNSYLVANIA INHERITANCE TAX OUE ../ ./. ,J.
.
Amount Texable @ 15% Rate
* ." ." ... .,.. ... A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrues at the rate of six (61 percent per annum
on the unpaid balance of Inheritance Tax from
to dale of payment. Interest due if paid by
is
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BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
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Assessed by: II 1'/ .,." / i..'
Seo InformatIOn on Reverse Side Agent for,lh~ comrryojwea~
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