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Home My WebLink About81-00198 ~ ~ ~ rt.l I &i ~ E-t rt.l 0 rt.l ~ ~ I-t A rt.l i . (l) . 0 :w 0'; ~ ~ ~1 fj H ~ ~ ~ - 0 ~ .... ~ . 10. 0 .... Z tit LIJ No. 21-81 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY 1~}8 In the Estate of Dailey vi. stel tzer , deceased. To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. Petitioner(s) Is (are) the execut or s named in the Last Will and Testament of Dailey w. Steltzer dated February 12, 1980 Decedent was a citizen of the United States and a resident of East Pennsborough Township (00f~~, Cumberland County, Commonwealth of Pennsylvania. Decedent died on Wedne sdav the 11th ,dayof ~larch A.D. 19~, In the County of ('umber land , State of 1'1\ at the age of ~ years. Decedent ~ (has not) been married and I'Iall (has not) had children born to him (her) since the ex. ecution of the above described Will. Decedent was possessed of personal property to the value of $ 120 , 000.00 and of real estate to the value of $50,000.00 as near as can be ascertained; said real estate situated as follows 810 Vallev street, Enola, East pennsborough Township, cumberland County, pennsylvania. Therefore, your petltloner(s) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated march 24, 19B1 .. /' 0.. . Na~~e~~t~o~~~(~~ss G;f~~}t':"{r:i~ ."j c-~r:G~ '~e\~ 400 [.[anle Avenue 209 Nolan Drive Marysvillc, PA 17053 Lewistown, 1':. 17044 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND f ss ~uJYr\ /.., LI1' J n V- ))<</,0 6, s1,.,/f?"r' . named in above application, being duly S we) r r'l statements set forth in this petition are true to the best of SuJOL.~__ and subscribed before according to law say(s) that the tkp ,,.. knowledge and belief. :e, ~~il~~~~~) f ~ >.'/.:..'"./ " ! c.....-' 4/:./<"_J C___ \.,j lLY--.. i\~~_~\~~ \ , (JII!/an? (} D/SS/t?ql? r CPDt fI1ol)/{? flv<2 I-I{ lI?o.rys vi/Ie Pc/ll0S-.::s "/D (- Filed: March 24, 1981 Attorney ...~> :! [I LAs'r WILL AND 'rESTAMENT OF DAILEY K. SELTZER I, Dailey W. Seltzer, of 810 Valley Street, Enola, East Pennsboro, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my LFlst Will and Testam.:mt, hereby revo):ing all vlills and codicils heretofore made by me. ITEM I. I direct that all my debts and funeral cJ , , , expenses, including my cemetery lot and gravemarker and all :: expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my death as part of the..expense , ( \ \ , \ of the administration of my estate. l (0, \\I~ \, \ ' ~'\l \ ITEM II. I bequeath all of the tools that I may own at my death to my son Dale G. Seltzer of P. O. Box 159, R. D. 1, Lewistown, Pennsylvania. (,\ r'~ ITEM III. I bequeath my square china cabinet and its contents at my death and all of the Hagerware that I own at my death to my daughter Gwyn L. Irwin of 400 Maple Avenue, Marysvil1e, Perry County, Pennsylvania. ?O.D ~....::..., M l/) PlO W' I.... .-<.-< I-< j~' Qi Qi ~ 0> .j.J11l j f.LI C ~ '.-1'.-1 <l' l:<I '.-I I1l ;:l C.... E-< Ul...:lUlI1l<l' .......... N ...:l Ul :>M I f.LI '.-I.j.J ..-< I J':) Ul Cl I1l Qi >..... fa '- ;:lUll/) ., r t:'l . "'UlCC'" 1 :>. ~ >'QiC 'I: >< I-< Qi:> Qi" QiC..;"'.... f.LI 0>1-< .-< ...:l C 0 Qi ..... . . H '.-I.j.J'-<Qi~ 8; ..; Ul .j.J 0..-< Cl Ul";I1l.-< ~ ~ !J '.-I :;:'.-1 Cl :> .-<u) 0>. N I-< l1l :;: . ,,' , ;' :~. ..' '.', ", r. . , ~ 21-81 198 OATH OF NON.SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA} ss: COUNTY OF CUMBERLAND This, the rr;t7LC It __i2L/IJ day of A.D. 19 ;3-L, before me, Register for the Probate of Wills and Granting Letters of Administration in and for the county of Cumberland, in the Commonwealth of Pennsylvania, personally came Nt )//} J. -LrlUif\ an,} '}Jo/f' GJ sfdIze,... _ who being duly i$vJn,.. Y'"\ according to law deposed and say that they are well acquainted with the handwriting of :DcI 'Jer- fA J. S tel/z.e .- whose name is attached as 7e_' s'1-<iit 1:- to an instrument of writing purported to be the Last Will and Testament of )JQl/ey 0. ;s--;e/lze..- f late of l:'r)Q!o Fa,1 !BJ1I?')~ ore) 7W iJ. am hJ' '/J/7d (6un-J /, deceased / I L? and that the said signature is true and genuine, and that the said ,/)0/ (ley. tU, s '!elt ze.- is now deceased or absent J\~ 0('(1 and subscribed before me, _ :J !.1M, this ~_ day of III d \-/ .~ . AD, 19L 63n fj~) ~41 ~~~ Register " -I .: OJ' ') _'~'.:-'..>' ',' ,I J ./ ;' ,//. I.' .,' .- -/,'/-1,.1. ;_ _ ,l....,../h /;; .----.-) ':;. ./~, ('~ \\\~ '--\) ,',~ -l, ~~\"'" -- \ per Deputy Register ,..n.1 Vi.'., OATil OF I'ERSONAL 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 GUJy/1 1, -LroJt"n tI- Do/;a r:!. 8-1-..0 /f~ .,,- who, being duly .::s wCl ( (1 , do depose and say that as Co - E ,(pr 11-/;'1" <:. of the last Will and Testament of -:-Dr,,'!/? V /..{I ,O:;;tc'/!zp'" I deceased jt,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 I~heritanees. SWot (\ and subscribed before me. '-~: '"j'; ,--/' ,/_~ J~ " -" '//'. . ,/,"; , ,'_ 7//~/" / / v' '- L-0 ,~_'- .J\, \~~~ \ .llu'~ :.,; .-I, :., i~ ce, .., 1""'1:- :" :., ,0 U. Ln: 0 ~, 0:>: ClJ r>:I: 'IF: ~: ..I<l OJ 0:> ...J ~" 0 0- ,..:I: 0 ,. 'I"~ .-I r>:I: P=I .q.? I ...J e.." - N, .-I <Ill - 00 - .~ ,s:::l 1 S ,. ~ U: .-I ~j s:: \4: N .~ to: ,...l :><, "0 0:>, ~i COl [iI: ., 0-: ,..:I: "0 N: . , Z H: ... *j .c: 0 ,-, " C\I: .s ~l ~ ., 11 ~ "0 bll - 0 .: ~ .~ rn r... Z iJ;.1 os Be it rememhered that on the 24th DECREE March 81 ,A.D.,19_. there was probated and day of recorded the last Will and Testament of Dailey W. Steltzer East pennsboro late of Deceased. Letters Testamentary were granted to Gwyn Witness my hand and official seal the day and year aforesaid. ,..n.3 u,'t,'\. , Cumberland County, Pennsylvania, L. Irwin and Dale G. Steltzer ~d~W- e,.~~ (/ Register COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J 55: ..(;'::'Y!lL~ Irwin and Dale G. ~".l!:zcr ._m._', .__.___~_,..._..___~.__.--- --.- -----<..-..-" being duly SWOJ;Q, .. _....._ according to law, deposes a"d says that he <indo sh<: a~ th<:..__,_,_._ Cp.:"J!.l!!'9!tors________.._m.___._,.._. of the Estate of Dailey W. st"ltzer late of ...J!:ast .pe.llnsboro ~'ownship _..__,_.___, Cumberland County, Po., deceased and that the within is an inventory made by c;;..Yn_.I.~_.J:J:"'!I1_.&_.Da1e G .._st,,-~~eE _____ _, the said Co-executors of the entire estate of said decedent. consisting of all the personal prop.rly and real ostato, oxcept real estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of tho Inventory represent it's fair value as of the dato of decedent's death 0 'xd~~~vJ t!o /2 -" . f'./,',",~.l,J .J 199 I ~ '.. 'S".- _1.'..<:2.--------- " I J' )i: J' ,;H i~U!l\~(~ 'll ,lie MA n's I!Ut i'." ..I.Jr'(iH. p(qrn COlJNh MY COMMIS;;!UN r :(Pll/LS JAN. 16. 1~84 Membcl, Pl!nns~'IVJII:,ll\Y:OCIJtlOll 'Jl NOliH'P.S and subscribed before me, /1 ,.1 f),' c:----.. A "lo.~ .<Z/.t4/l';/~'{:fI'C) --.:>,J." -,;) ~\ .... -- v Exocutor . Adminbtrotor '/v"..J)f#dJ' 'U'1 IlJoIa" 'U\-\R 7l/flMSivi.fi-/;//u- I- ~ "" '::. \" w "\ f,.:. - {I Add,... I"<:>~'-i Date of Death 11 Day March 1981 Month Yur INSTRUCTIONS I. An inventory must be filed within three months alter appointment of personal repre,entative. 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. I'~ 0 !:'. " ....J' :".; ltJ: c.~ . Ci. .._..J O:L'; LL. :>{:'~ 8i.:.i u. ..,'" .....- a:'" N ;:.:;?:i f1'> -J'-.J J '-' >- .,; ~ ~ ... w ~ ~ '" ... ~ ......... w <( ~ 11. ... U ~ 0 ~ ~ ~ 0 II> C '" W ,.. w '" w ~ ~ ~ ~ l- I 11. Ll. W 11. s:: C ... -' ~ Z 0 " ~ 'M 0 \ Ll. -' <. +' 11. 00:1: w 0 <. w ~ i: ,~ <. > z '" Z 0 c c 0 ~ II> Z 0 '" U u Z w <- Of> 11. ." S C ~ .. ~I - -;: OM 0 ~ .-i 'M' .ll -" .-i .., ~ E ." 0 'M 01 . ..!! s: ~ ~ 0 , -' U u: en PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the 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 decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowledge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee 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 representati ve. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report required of 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 Inheritance Tax is payable at the rate 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 tlle Register of Wills of the county wherein 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 inter~st have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against.any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a fal se return or report required of him shall, in accordance with Section 793 of the 1961 Statute, 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. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA-40-lndividuallncorne Tax Return. REV~4~O EX+ (10-801 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Sic/c) ESTATE OF Dailev W. Steltzer ITEM DEseRI PTlON ESTIMATED DEPARTMENT NO. MARKET VALUATION VALUE (OFFICIAL USE ONL YI l. Real Estate located at 810 Valley street, Enola, PA Cumberland Co. Deed Book Z17 , Page 200. $54,000.00 TOTAL $54,000.00 If additional space is necessary, use aw' x 11" sheets.. INSTRUCTIONS FOR COMPLETING SCHEDULE "B" Schedule "B" must include all tangible and intangible personal property owned individuaily by the decedent at the time of death. Property owned jointly with another party or parties should be listed on Schedule "E" - - Jointly Owned Property. Intangible personal property titled in the name of the decedent but payable at death to another party or parties, including but not limited to P. O. D. U. S. Savings Bonds and Tentative Trust Account';, mus~ be listed on Schedule "B." Tangible personal property should be listed first. Examples of tangible personal property are jewelry, wearing apparel, household goods and furnishings, books, paintings, automobiles, boats, snowmobiles, aircraft, etc. Intangible personal property includes cash-on-hand and in the bank, stocks, dividends, bonds, mortgages. treasury certificates, notes, tdgether with accrued interest, salaries or wages, insurance payable to the estate or fiduciary in said capacity, partnership interest, etc. An interest in any undistributed estate or income from any property held in trust under the will or agreement of another even though located outside of Pennsylvania at the time of death should be listed on Schedule "B." A completed Partnership Interest Report (REV-B94) must be attached for each partnership or joint venture, and a completed Closely Held Corporate Stock Information Report (REV-893) must be attached for each closely-held business interest or sole proprietorship reported on Schedule "B." QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) 'In 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 "Yes" or "No".) ~ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certi fi cate. 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 "Yes" or "No".) ~TQ 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 "Yes" 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 without 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 "Yes" or "No".) E9-- b. The right to deSignate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) ~13 6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ). 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) 1m 8. Did decedent, at any time, transfer property, the b61eficial 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 "Yes" or "No".) no 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ). INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal. owned bV 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 real 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 Scheduie "B." 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 total market value of the jointly owned property. 3. I ndicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. t: ." tl n 6 t<j )> ::;; z )> 0 0 (fl tl - Cl n ~ tl ~ Z s: z ~ t<j t<j 0 9 ~ ;.: :;0 - z z t<j ..., t<j z 9 9 ..., ><: (fl t<j - (fl Z 0 (fl 0 ..., 9 "1 I "1 :;0 ~1 (j) 1 ~ ~ I-' - 0 0> 0 I-' ~ ~ Z I-' " I-' ~ '" <:> " ~ ,n .. Ii '" " .. ><: ><: f'1 f'1 )> )> :;0 :;0 REV.4S50-80)- .r,QMMOIliwEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS - ------.-----. ..--- -.--------.. --.--- Estate of Dailev W. Steltzer Date of Death_3/ll Ie] . . WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: -,,) . og File No.;3../-/5/-/ I Claimant Relationship to Decedent Claimant's Address .. ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. 1 4/?/R1 ..Jack Richarnson I ""n"~"l . S3.383.02 ~ A 10 /01 ,.,,~ 'ORl 1>no' ,,~~ "' ~O ~~ , - 3. 4/2/81 Bell of PA . "~ 4. 4/2/81 PP&L '" '" 5. 4/2/81 Gwyn Irwin Reimburscn.!ent for costs advancnn ,,~ nn t; A 10 /0' f' "'."-<);1 ,gt;~ 7 14/?/R1 "'"~ -TI;p. ~"";~,~. ,n on" M"'n~_ .1A on 8. . Prep. of 1980 Income Tal< 5.00 ~I? IR 1 J.B. Duvall 9. 4/2/81 PA Dept. of Rev. 1 qAn no, ^ I 10. 4/2/81 IRS 1980 U.S. Income "rax 386.00 I 11. 4/13/81 Bell of PA 18.37 12. 4/29/81 PP&L 23.07 13. 15/5/81 Vital ~tatistics Death Certs. 6.00 14. 5/5/81 Joseph McGraw, Inc. Appraisal Fee 135.00 15. 5/5/81 Patriot Advertizing Letters 26.85 , 16. 5/5/81 Leonards Antiques Appraisal Fee 150.00 17. 5/8/81 Cumberland Law Journal Advertizing Letters 18.00 18. 5/11/81 Gwvn Irwin Reimbursement for postaqe 5.25 19. 5/11/81 Patriot Advertisinq Reality 16.80 20. 5/11/81 Community Physicians, Inc. 100.00 21. 5/14/81 Bell of pa 14.00 22. 5/26/81 Patriot Advertizinn Reali tv 6.72 23. 5/29/81 PP&L 21.84 :1, TOTAL THIS PAGE I $4,971. 57 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral el<penses and expenses of administration submitted to the estate as deductions for Inheritance Tal< purposes. o~i~~~t~~(~:/~ or ~1~f:;~~_~ DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S AT PERCENT. HEGISTEH OF WI LLS DATf GENERAL INHERITANCE TAX INFORMATION , Unsatisfied liabilities incurred by tile decedent prior to his/her death are deductible against his/lw 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 famiiy 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. r ." 0 (') > en ~ ~ Z > 0 0 0 en C'l (') c: 0 -I Z 3:: z t'" r.-J en " Z ;>:J > 0 - 0 t'" Z Z en -I en -I Z 9 9 -I -< en en - en Z 0 Vl 0 -I ." ::<l 0 ." ~ ~ 0 ." '" tl - "l ::l ~ 0 - 0 ~. Z (') I-' I-' - ~ ro > ~ . r I-' ~ 'TJ 0: c: ::l :l' Vl '" !'1 en I-' en rt 0 ..., rt ro Z 0 ~ I-' '" ro rt t'" U1 ro N -< -< . -< rt ro !'1 en ~ ~ > > ::<l ;>:J 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 "familv 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 pavee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The formmllst be signed by the person who has assumed the responsibility for paying the debts. ~ + Page 2 24. 6/6/81 Bell of PA $6.58 25. 6/19/81 Brachendorf Memorials Lettering 35.00 26. 6/27/81 PP&L 25.32 27. 7/6/81 East pennsborc 'l'rash 9.00 28. 7/6/81 East pennsborc. Sewer 39.00 29. 7/15/81 Bell of PA 8.75 30. 7/20/81 IRS Balance on Income 'l'ax 24.04 31. 7/30/81 Gwyn Irwin Reimbursement for postage 2.97 32. 7/31/81 Grandon Real Estate Commission on sale of reality 3,780.00 33. 7/31/81 David Dodd Notary Fee 1.50 34. 7/31/81 Kenneth Ginter 1981 School ~'a" 31.00 35. 7/31/81 Donald and Mary Lauver Sanatation 7/1/81 - 7/31/81 3.03 36. 8/15/81 PP&L 34.04 37. 9/2/81 Bell of PA 2.15 38. 9/29/81 Dissinger & Dissinger Attorney Fee 9,321.85 39. 9/29/81 Gwyn Irwin Executor fee 4,660.92 40. 9/29/81 Dale $>ltzer Executor fee 4,660.92 41. 9/29/81 Estimated Future Adm. Costs 100.00 Page 2 ~'otal $22,746.07 GRAND ~'O'1'AL $27,717.64 ~ ;. , - , ,tu ~ ,. c. c. u. t:'. r;:., ~.' c> ~5j-. cc W-' c::<l: u.. oc- e~.~ Uw '" :it'" ~ :::> " '. INFORMA nON This document is the Notice required to be given under Section 709 of Ihe Inheritance and Estate Tax Act of 1961 (72 P.S. section 2485). If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nlne (9) months after the decedent's death. Interest is charged at the rate of six {51 percent pel' annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of S2.000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax due. Interest from 3-03-80 to 5-23-80 Results in: Balance of tax due Rate of interest INTEREST S2.000.00 x .01335 S 26,70 = Balance ,;, f tax due Plus Interest to Date of Payment (+) TOTAL tax and interest to Date of Payment $2,026.70 S2.000.00 $ 26.70 2 Months = 20 Days Rate of interest .010 = + .00335 .01335 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 1 0 months .050 2 months ,010 5 months .025 8 months .040 '1 months .055 3 months .015 S months .030 9 months .045 1 2 months .060 1 day .00017 11 days .00186 21 days .003S2 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00486 '0 days .00169 20 days .00335 30 days .00500 ----------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not satisfied with the appraisement and assessment may object WIthin sixty (SOl 'days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 172 P.S, sec. 2485 - IDOl'. MAKE CHECK DR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS. '-!.' 0' . C:::!: G'\ L I I.u' -- C,l. " n::l,. " 0(:'; C;)ltJ ' , ::go: N ::J<:. "" (.) _- ')I'" : DISSINGER & DISSINGER AnORNE'l'S AT 1.AW '400 SOUTH $TArF. RO"D MAIlV'&VI1.1.E. PA 170!53 TE1., 717 9157.3474 .' , COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA NO 0'(( -'t/-C>/Y2/ ESTATE OF DAILEY W. STELTZER DECEASED LATE OF EAST PENNSBORO THP., PA. STATEMENT OF PROPOSED DISTRIBUTION '. The Petition of Gwyn L. Irwin and Dale G. St.eltzer, Co-Executors of the estate of Dailey W. Steltzer, deceased, respectfully represents: (a) That decedent died March 11, 1981, leaving a will (Exhibit "A") dated February 12, 1980, duly probated on Harch 24, 1981, on which the present letters were granted on March 24, 1981. (b) The decedent was not survived by a spouse. (c) The names of all legatees and the amounts and character of their interests are as follows: , NlillE ':Gwyn L. Irwin " I 'iDale G. Steltzer iiJames M. Steltzer )lichael R. Irwin . :: RELATIONSHIP Daughter Son Grandson Grandson INTEREST 1/2 of Residuary 1/2 of Residuary $1,000.00 $1,000.00 $1,000.00 $500.00 ,Gregory Irwin Grandson Granville United Methodist Church None .1 l"" l:..t, ~ .'j , .Ll :i.\ : ,~,. f...:l' n;AILEY 1\'. I, 1>,] t!',y h. Fast i'cnnsbnro, l':;l:Il"'erl<1rd County, dnd dl~;pCSlr'I(: i'.lIl(~, 1l1('!!I(lry and ,'I' 1 ,;(~{,;..~.., t'r.l~; to be PlY Lrist all ':.1 LIs ant: i.:oUIC'11s I TI'\ :. I:-:';"I."!,:;' ,; includl.nq ('Xi :~, 01 1:'IY l,i~t '_'.~ t d t! ,"1;-. SO,'1L (,t t b'. ~!'_' .11"1::-\ {,ltlon (II JIll' c~,tatc. ,t r I " ~, 1 lk'le>.:.,th ;ill of the .,t , . I . .' ~ 1" l ,\f ..,,;1" r.). Seltzet of P. o. \-;1: \ ,., '"/ j "'di: 1 .--,. ," I j i. 1\ .,>11' Y f'Iud,"" clune! cabiri~II.~#. ,., ..,n,.", i, .l(,' l 1 "" . ~ .f thr I!cj()..'r.,;arc that.,! own}.... . ;:, ,.'~:~.r~'. \ , ~'t IrWlr: "I .;\\0 Maple Avenue.. ...atJii t,:~~~Jtf '.',." 1,"CI" ,I I'. \11", ....H.'.: 1\1 t. ::.., ; I t (r . '~. .. I 't:)',',., ~;.r.. . " .)1,1, I -'I V'" . "I"" II ,'.\ " ~> Methodist Church (t.he old [.'t'nnsy 1 van La. '~J .r TTU'\ V. 1 bequ0ath the SUffi of IllY (!f dnt1l.'hllcll.Cn: ,ltlll'('~; :"11C!ldCl ~:;clt?(;r of R. Do. ',\ I ',I t :l'n:',,~,~.l\'i.-lr"'l;l; <:Il'()(.Iry [..ynr. Irwin of /'1 l . --I, 1111!', III \ \: ;-l:)d i:11CihlCl f\obC'rt Irwin , , , " i" : Ii,; ~ L \' ~l r. l ,; . ;"~{ 1 ' r ;,; ': I "n'''.,' ,,\1., ~."ql1(,i1lh all the rest, residue ., ., i'\ , : , \ 1 !' II.irt ..'1\ . ,<".;"';/ .(.;;7:, ["';..1 L r t.: nnd wherever Sl:~u.a,'t~::\~,lgF" ',:.'} , 1 "J,:ji~r,.,}'v. 11: .li I'... flax 159 R:it>f~~("~;a;j/,.. , ":-\~~j.~: "i~~~r;).~ : J I lrw I n of 400 Mapie:i~~U~;} : ',~v:'~.~~:', ".'{'}:~!',:t(~/.~" . fl' and slme alike, ,~~,t7~:~X:(\;f\ ".,': .;Jther Df 1111' o:;hildrcn .'".t;<.~ . ' ' : . ~ i"L~',:~j:~~;i~~ r:, t \, l!. t 1 ct h day fOllO~i~9:~:It~Iii~ 1,,\,' ,,1',<111 pass to the ,surVi"br.,~f : .;'-'.' ,. .. .'.::;;s't::~4 \, cr, ul" before . the ,,:.:,~, , ""':/, ~Jt- ',' r .1, \\ vl"ry .1: .. '. 'I' :!', ~. I 11 /, t, '.... II ",.;"! i , 1".,11..: I. ( i.l\ !':.,. ~ ) oj : \ .\ j 1 ( ~ . , , Ii. (.(\::t' T ,0V:'\Se t ht, .' I, " f"JC1-Y nature and t. 11 \. \ C ~)t. 1.'':' death. ,: I i;l'lcrttancc, ,:L '~1 n'.l undc't' my 'd' Jll]' ! ( .!! Augu st 2. 191\2 ~lrs. Gwyn L. IrwIn 400 I~dple ~v<lnue t~arysvlll~, P6nnsylv~nla 17053 RE: Estate of Dalley W. S1.eitzer, Deceased Dear ',Irs. I rwl n: This Is to l1dvlse you that Gwyn L. Iniln and Oalo G. Steltllor, co-executors under the wIll of Dalley W. Sti!>dltzer, deceased. dated February 8. 19130 have f II od the f I rllt and f I nil I account of their admInistration of the said docedent's estate In the Office of the Rrjg I ster of v/III s of Cumber I and County, Penn sy I van I a. The accoultnll will be called for audit before the Honorable Judge Shugart, on October 12, 1982 at 9:30 a.m. In Courtroom No. I, Cumborland County Courthouse, Carlisle, Pennsylvania. A copy of the account will be furn I shed on request. This notIce Is sent to you as an Interested party, In accordance with the Rules of Court. The co-executors acknowledge your Interests In the estate, comprising of t of the resldunry. At the audIt the Court wll I be adv I sed that s<11 d I nterests have been d I str i buted to you In fu II . You are not required to appear l1t the audit, HOwever, If you de not ap~ear In person or by counsel, tho Court will assume that you agree with the accoun1-lng and distributIon proposed by the accountants. Sincerely yours, WI I I lam C. Dissinger WCD/tlm Exh i l) i '1 "131" 51-204 AU9ust 2, 1982 B 1 -204 ~Hchael R. Irwin 400 Maple Avenue Marysvll Is, Pennsylvania 17053 RE: Estate of Dalloy W. Steltzer, Deceased Dear Mr. I rwl n: Th I s I s to adv I se you that Gwyn L. I rw i nand Da leG. Steltzer, co-executors under the will of Dalley \~. Steltzer, deceased, dated February 8, 1geO have flied the first and final account of their administration of the said decedent's estate In the Office of the Register of Iii I Is of Cumberland County, Pennsylvania. The account will be called for audit before the Honorable Judge Shugart, on October 12, 1932 at 9:30 a.m. In Courtroom No.1, Cumberland County Courthouse, Carl Isle, Ponnsylvanla. A copy of the account w III be furn I shed on request. This notice Is sent to you as an Interested party, In accordance with the Rules of Court. The co-executors acknowledge your Interests In the estate, comprising of $1,000.00. At the audit the Court wi II be advised that said Interests have been distributed to you In full. You are not required to appear at the audIt, However, If you do not appear In person or by counsel, . the Court will aSSlllne that you agree with the accounting and distribution proposed by the accountants. Sincerely yours, WII I lam C. Dissinger WCD/tlm Exhihit "[32" Inventory of the leal aflu pursonal estate of _ _ __..Dail,,-y._W_--St<l~..::---_______._____ deceased _._-'-~---'---"'---' ---.---.. .-. .__.~..._.,.-...- ---.----.- 1. Real Estate located at 810 Valley Street, Enola, PA, Cumberland Co. Deed 800k z17 Page 200 Checkin'j account 180-1167-6 with CCNB, 331 Bridge Street, New CUmberland, PA 17070 Savings account 003-028200-8 with CCNB, principal and interest to date of death Certificate of Deposit #28871 with CCNB, principal and interest to dote of death Certificate of Deposit M13916 with CCNB, principal and Interest to date of death Certificate of Deposit #15797 with CCNB, principal and interest to date or death 7. . Certificate of Deposit #29996 with CCNB, principal and interest to date of death Certificate of Deposit #4-09-108839 with 1'he Harris Savings Association, 2ND & Pine St" Harrisburg, PA, principal and interest to date of death Certifica te of Deposit #4-09-129847 wi th The Harr Is Savings Association. principal and interest to date of death Certificate of Deposit #21-40512 with Central Counties Bank, Lewistown, PA, 17044, principal and interest to date of death Certificate of Deposit #21-M35697 with Central Counties Bank, principal and interest to date of death Personal property - household items and furniture Misc. refunds and cash on hand Proceeds from Life Insurance with 'l'ravelers Railroad Retirement Board Life Insurance 2. 3. 4. 5. 6. 8. 9. 10. 11. 12. 13. 14. 15. T01'AL _. ;;/ ill (1 t: / If o..-_~__. r ~ --.,.~ =-=--=-~ 1$54,00000 6,844 10 2,263 10 I 15,369 99 I I (,,003 75 I: 10,O.lJ 83 r ,I lo,n79 22 I 20,236 64 i I 15,223 50 15,015 63 20,922 32 5,039 00 202 58 4,281 03 850 30 186,436 99 . ..... . Proof of Publication of NOlite in The Patriot und The Evening News and The Sunday Patriot~News Under (.et No. 4581, t\ppro\'("(J Mil)' 10. 19~'1.. CommllTl.1veultk of PennRlllvnnia, } CO/tlttll of Dauphin R.': Jar"es A. Shoop I' d I I' t I d' d' ........,..,.............,.................................................................. JemR U y sworn accor< mg 0 aw, cposes lIn SlIYS, That he is the ~~!;~~,~,!~:,',Y.,:,~..9..JOof THE PATRIOT - NEWS CO" a corporation organized and exiHting under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harri,burg, County of Danphin, State of Pennsylvania. owner and publisher of THE PATRIOT and THE EVENING NEWS and the SUNDAY PATRIOT.NEWS newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that THE PATRIOT aud THE EVENING NEWS and the SUNDAY PATRIOT - NEWS were established March 4th, 1854, and February 15th, 1917 and September 18th, 1949, respectively, and all have been continuously published ever since: That the printed notice or publication which is securely attached hereto is exactly as printed and bl' h d' th' I /I\f.'tt;ro I-Il"'d;t. h' h d t.h lAth ~ls+ an'" ~R+h by pu IS e In ell' regu air eO! IOns an Issues w IC appeare on c ..................4....,.........'....,,,..,(,....~'^..~..., ...(l;f:..lID.F..:jJ...J.~,~.+.................................................................................................................................................... That neither he nor said Company in interested in the subject matter of said printed notice or adver- tising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorizcd and empowered to verify this statement on behalf of The Patriot-News Co, aforesaid by virtue and pursuant to a resolu. tion unanimously passed and adopted severally by the stockholders and board of directors of the ~aid Company and subsequently duly re~orded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book ":1\". Volume 14, Page 317. Copy of Notice or Publication ( LeuCl' Notices . ".' ,I. E : 'Utttn'T..ttmtnt.ry-ln ttlel : e"ate of 0.11,)' W. stettzrtr, "t. of. E..t' PHMboro TownshlD. ,CumtHlrlend County', Pennlvlv. nl., hlv'ng betn grtnkd to tttt und'l'IlgnH. III ptf'lO"I Indebt- ed to uld ..,.,. ....requtslld iii mlk.lmmed~fe ",,,man' Ind tho..,hlYlng claims will prftlnt them for IIttI.ment 10: Gwyn L. Irwin Co-ExlCutor 400 MIIPI, AveftUf , ~:r~,vlII', Pnnlylvanll 1.1053 , 0111.)' G. Stflh,r Co-Executor, , , 20t Nolin Drive ' I Lewls.own, P,nnsylvanla 170M ! Or TOTMfrA"ornIY: . ! WIIII.m C. Dlulnoer I 21n Mapl, AVlnue, SUit, I.B M.,..,.vU", Penn,y1vl"l.l7053 Sworn t d subsc ' e ..O.r.'l;.i.J... . D,1981 ......day of Di5Sinq~r & Lissinc~r ......................................................................................... ...U~,r..Y.i?,::.uJ,~,......p.!i,:J,l,"~.,......,t7.Q.?;!............, To THE PATRIOT.NEWS CO" Dr. For publishing the notice or publication attached hereto on the above stated dates - $........~,~.,.!:,Q....... Probating same $.............."J.?....... Total $........2.6,.,85....... Publisher's Recei~t for Advertising Costs THE PATRIOT-NEWS CO" publisher of THE PATRIOT and THE EVENING NEWS and the SUNDAY PATRIOT-NEWS, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid, TIlE PATRIOT.NEWS CO. Ry .......,.............................,...,......................,.................... EXH I BIT "E'" :;-J ." .. o. c. 1;- w..~ 1. -.-.;'. r.:.~.' 'E~:':' ..::;:. utI N ~OC !;O ...I': ~~~ c - :~ 'f: ..; '.'", .. IJ'-- Po< f;j '.') M ;;.: \ ~ III N W c t1 Po< (',' ,t [!] 0 z ." a f'o m . '" :0: 0 ,.. , Z < - f'o is '" '" H ,j ~ a ~ f'o ; '" '" - . .,,-, UI :l 0: z " , u> .:. 0 ia ":. '\ UI Iol ~ ~ , :3.[;3 .,; ... ~ j j~ ~ 0 0 H ,., ,- 0 ~ ~ ~ m .,; ., ~ ~ ~S <:i'" f;J '" '" '" ~ Ul ~ i ~~ Z '" " <,-, (\.J <ll ~ z ~ 0 o-l '" H " r z c i ..... z ~ zu I H i:i ~ '.' '-; ~ ~ " ~ ! 0 ..: '" Po< ~ D. f'o ~.~ ...... ~ ~ !;: ~ .,., ~J a c ~ i CIa '" '" \j [!] ~ Ul tJ M ... '" '" '" . Z C .J ~ l ~I 0 ..; '" 0 .J I ,. . c ;; . '" Po< ~'... ~ , ....... '" g .- UI <t m ~ E ... \\. UI ~ "\ 0 Po< ,') ) ~ ,,-, ,.... D ( .,;u '" '" I i:J . '" !;J ,j .. O~.O ~) "-, uoz o-l ',. . .. . ".i - <. or' ,", ~ " .,. , ... .. .' . .' tl , . ,:.~ . ." \.. . INCOHE Receipts Less Disbursements . Balance before Distributions ! Distribution to Beneficiaries " Income Balance Remaining 5 5 $2,383.06 -0- $2,383:06 1,523.91 5 COMBINED BALANCE RE~~INING PRINCIPAL RECEIPTS : Inventory Filed ;' / Per Copy of Inventory Attached (Exhibit "A") . Adjustments to Account Valued '! ':Proceeds from Pennsylvania Rail Road Voluntary Relief . which was mistakenly placed on the Inventory, but which ., is not part of the estate. Subsequent Receipts :1 / /82 Credit on Inheritance Tax I " ! TOTAL PRINCIPAL RECEIPTS i! PRINCIPAL CONVERSIONS INTO CASH GAIN 7/31/82 Sale of Real Estate Proceeds Inventoried $50,244.16 at$54,000.00 DISSINGER & DISSINGER ATTORNEYS AT LAW 400 SOUTH STATF.. ROA.D M"AYSVILLE, PA 170153 TEL. 717 ~ft7.3474 PRINCIPAL DISBURSEMENTS h./ 2/81 Jack Richardson, Funeral Expenses 4/ 2/81 Kenneth Ginter, 1981 Real Estate Taxes 4/ 2/81 Bell of Pennsylvania 4/ 2/81 PP & L 4/ 2/81 Gwyn Irwin, Reimbursement for costs advanced lif, r r~ l~i,... ri,~l: '-,. ') IJf... -2- 859.15 859.15 $187,194.02 $762.24 $281.84 $186,713.62 LOSS $3,755.84 $3,383.02 78.62 13.86 29.53 64.00 . ~ 5/21/81 5/21/81 7/27/81 9/ 1/81 9/ 1/81 10/ 2/81 10/ 2/81 10/ 2/81 10/ 2/81 ! 4/ 1/81 DISSINGER & DISSINGER ATTORNEYS AT LAW 400 SOUTli SU.TF: ROAD M"RYSVILI.~. PA 17053 TEL. 717 9!57.3474 4/15/81 4/20/81 4/21/81 5/11/81 5/15/81 . 5/18/81 ,i 5/23/81 ii 5/29/81 I, 6/ 1/81 Ii 7/ 2/81 I. !i 7/ 6/81 Ii 7/30/81 II 7/31/81 II " i: [ " II 1[ , 8/31/81 " )1 'I Ii I' " :: I, :: " 1: Gwyn L. Irwin Dale G. Ste1tzer Granville United Methodist Church Dale G. Ste1tzer Gwyn L. Irwin Dale G. Ste1tzer Gwyn L. Irwin Dale G. Ste1tzer, Distribution in kind of tangible Personal Property Gwyn L. Irwin, Distribution in kind of tangible Personal Property TOTAL DISTRIBUTIONS TO BENEFICIARIES PRINCIPAL INVESTHENTS Deposit in interest bearing checking account with Cumberland County National Bank " " n " " " " " " " " " Articles of Agreement on Real Estate Deposit in interest bearing checking account with Cumberland County National Bank Deposit in interest bearing checking account with Cumberland County National Bank TOTAL PRINCIPAL INVESTHENTS PRINCIPAL CAPITAL CHANGES NONE li:,;'t~ 1~ j,_ 1',.:(' f .s. '_1" -4- 5,000.00 5,000.00 500.00 4,238.05 4,238.04 27,110.15 27,110.15 2,519.50 2,519.50 149,235.39 $10,556.97 35,137.50 77,149.49 62.50 27.00 8.00 4,281.03 850.30 49.25 9.82 80.00 16.00 11,000.00 39,471.59 11,000.00 $189.707.75 , (",,,I Q c. .. r~" c.;. 1J...:'l' r;::,!" u-' r.:::t. ;;c C'~G (..)w ~o:. N ",. IX' J ~ IJ;--.... " ~ l'l III W [J --1 t!I 0 t- O ( 'J Z < ~ . a ~ . ; r . UJ ~ [l < z " ; UJ ~ w ~ . ! ';..1 ~ 1.".J 0 ~ . . ., ~ ~ . 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