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Home My WebLink About81-00336 ~ ~ ~ m . lH P< ~ ~ H 5i i ~ I I:-l. ~ tj . . g p:: [it tIl a ~ ~ - 0 6) ..... .'b'l. . tU 0 ..... \0 Z a1i '., .)/." ".,,' \'~.J NO. 21-81 PETITION FOR LETTERS OF ADMINISTRATION IN THE ESTATE OF """~().!~,L.-:-"""j~:.:".,,.s;J/t,:::i.'.3.1.f.',(/lJlI~CEASlm. 'vf 'K!. ,/ . , I C' /=c . . To ,..., ,,,. ./.. ,,',. (7".::,. .1......... ,~.. ,c, ,... :~::... ::-:" v.'-!.:..,)"........ ::::....:,. (::-..:...."..,."...."", ". Register of Wills fOl' the County of CumiJe!'iancl. in I he ('omnlllll\realt h of Penns.,'lvania. Th P t't' f G L. E!\,' (1/ ;.\ .::'./<;,., ro,! .,. G H eel Ion 0 "'''''''...,,,,,,,,,,,,,,....'1..,..,.,,,,. "".'"""".".......:......."/..'.;,...\-.,..:..,.,...".........""",,...'"'''''''''''''''''''''''' E L)( , = ('T" it.' .",/.7 {)(..I:!. "................"...."""...."""..".............. respectfully sholl'el h t hat ..,,,::~,,.,.'""'......."'..,,,...,,.:,,..::;:.....',,(., ""....7. ...... 'd t f /\..\ I t\ I) L r:: '; r= v TOII'nship (' 1"1 let' St. t I' P' 'I. was a reS1 en 0 """ .....""....:.. "".......r.....,,'.).""'''''''''.~1(WU~1 ' lllll leI all( .-CHIn j, . .1 C 0 cnns) . d C't' f U't 1St t I d t lth' 1'1" tt' th C t I: ('U!-1/<E'I?I-AN() vama, an a I lzen 0 nI e( a :es, aoc cpal' ec I:; I e Inte:-; Ii e III e .OUIl y 0 "';,.-""".....("....:",,.. '" . ~ j.St t. I' /:C(\'/'I "'/1 'I/.;' '1/ " ""............................"...... ane a c oj .".."":."':7,,:....,,";7..',,.~I.,, "L/.-..."::::.""""....,.........,,....................................... '/l;E.~~V h ~".t>' i' /'/".""c Dr-; on ....,.......;~.J.~::';.r....".....".. t e ".........~.'t"..".~....".."..... (a~' ot ......"..I.;:..~,';-.;;,'";....."...""........,,. A. ., 19";.,,....., . l? ., at the age of......i..~. yem's. ~ ,~ . That the said .."'.AE.?"."...t;,..'".."),'?d..(';!.!?,:'i:Pf,ii.."......,, deceased. left surviving the following named widow or husband. hei!'s and next to kin. to wit: Name Helationship Residence I !( 0 ! .3 Fi) : Oax 1(12... C:~/cUSL6' Pt? ....................................-...........................< J E.D..L....T.3.:rx....!.~.;,...(1!.(<:(,~.?f, PA_ , ! 70/] t:: R ~ In' / 'r ' ~, :3 ^ !J .. ~, '" Itl !..,..t ~I t ... ....I.t.....J........... .....;;......., ".........."..... .. .(!..~. f./f. ,N.. ...Ii.:.... .~T.(7!~!.$ Ii!!. ~J.! ............ ~~.;:(..f. f:?................... ...,.."."..:?:.~.'V.........".."....... ................................................................ ............................................ ................................................................ ................................................................ ............................................ ..........................................................."... ................................................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of the next of kin, so far as known. The said decedent was possessr.d of personal property to the estimated value of $"y.:':U~.~.z.!.t.1.(!.!.{j) and of Real Estate, less incumbrance, to the estimated value of $."....N.~::-u:............" as near as can be ascertained. That the suid Real Estate in so far as is known is located in ................................................................ ............................................................................................................,........................................................................... Therefore, your petitioner(s) respectfully apply(ies) fOl' Lette!'s of Administration in the above named estate. Dated ......"t.:!A.'(...""."...2..?,..", A, D.. l!IJI. Signature alld Address &lfv of Petitionel'ls) .~~:,,4~d~~~L... I) ,. , " / ... (/ J) , '\ U i i.:i (\ X (I 2 ( 1/ it! U 5 {(- rll. .,............,...........,."......................\1'.......".......................... ...............,..........,.........,..........,......."................../3:::./9g; ........................................................................................ / 1() (J in the llbovc application bcin~ duly. ,.. .', ''')~l~.~:'~!.". .....""......,.. :leetH'ding' to law, :\IlY that the factK set forth in the aho\'e application al'e tl'ue to the hl~Ht of ..t:::..:~."." kl1o\\'ledg-c and helief. ~'e'~"r"~~':e.I.,~A..........I.~.................... and "uh"cl'ihcd 1..21l:;:;~:";;l'llt~~~~~ZC~"'~"jJ'" . ...........................,.............................,"........0.&....... .......!.:!,!::.!..............~. .t........ ......... A. I l.. 1 n,? 1.... .......,..,........,.... ...............,....., .......... ............ .......... ...... ......<2lf;Aif..a..'...;p~,............... ,f I\egi"lcr COMMONWEALTH CW 1'1';NNSYL\'ANiA COUNTY OF CUMBERLAND /") . - (:7 {~ ::..-. :\.1 tiJ ..."""....."""""..."...,,,.,,..,...../..,,,.................. \ t "": J. . , . , . . . . . . . . . . . . , , , . , . Filed: . ......~.ii.Y....~.~,~..)~.~,1.............................,..... .-. .._'. . " ,S /~i ~) C,,"h; uamed ............,....,..,................".....""",.,'''''''',,.."",,,,.... ..",.,............"....".,........................................................... A Horney: .--0--. ..... n ; ._ "., ~ " /< C'l(<= U' /'M_ ,A .....' ...., _ _. '.c..rrf "::7::.{\.:::o ,.,......",.......,...."....,.......':.t\'!!...................;~,." OJ.... f;)C") ITl j ::J: .'_0 ~lS' ~ U):o f-' :,1' ~ ~~1t:' ..,,;) ,',P'l ~::~.~;, S~ "P l, ~ ,. ,., " OATH OF PERSONAL REPRESENT A TlVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND .u , . ~ " , ''It ,r }"s: ..." ,._,.. ;. \".-r-+/ ,.. ~ .-" , /. ' (..::;Lcl'f/V F':, ...)fnl~i.,.J:;.Tj(.:.l,~ t't' () ...................... ........"....,........,...,....................._.....,....."........'.............;'..."..."..........."...'...... ..,............. pc I loner s being duly .."..S..~:~.S..N............""..........." according to law do (;';..i...... depose and say that as the d . . t Tot? f th t t f .{;: /:!.? : :=C<7/- .." ,.:0 .~ c'G i.: a nllnlS ra .........k..... 0 C es a e 0 ..................."..~.. .....;';";"o...."....."';";"..;..........':'.'..............;..;-.~.~.'............'.................... , ........................................................................................................................................................................................ deceased ......!:!..~......"... will well and truly administer the goods and chattels. rights anci credits of said deceased. aecording to law. And also will diligently comply with the provision" of the law relating to Transfer Inheritances. "" , ,:, ,'h ~ (, ':V j <' d b 'b I .......................................................... an su scrl cc before me. .."...!.:i.!::..Y..........'k..7:...".."......... A. D., In.?:J.. Rfl11"7...a,...~............ 1 . L ft ,,::@~;;.~...4!-:.4.7/;~..:.....ZJ-:.;f,................ ............................................................................................ DECREE Be it remembered that on the ...........f.!?~):!"...".." day of ............1:I.!!-.y.................."......... A. D,. 19~),..". Letters of Administration in the estate of ..."........... ...........................~.~:r;.~.,,~.:....~.~~~~:::~~.~..................... Middlesex Township ......, ....................................................,...................,. , late of ....,............,...........,.............. ........................ ........ ........" C . 'd d Glenn A. stambaugh umberland County. Pennsylvallla, decease , were grante to ........""..........................................."............. ........................................................................................................................................................................................ Witness my hand and official seal the day and year afOre"a~' . ~ /) ) . . ........q( 't:t::y...4:..:....... ...~.~.~t~~........ /r~ J "~11': s H. H 1I ~I E Il ATTOa:-:I-:'l' AT LA\\' F^UNI.:H~ THIJ~T 1:I11II.I)INn ONI: WI:sr 111(,11 Snn:I-:T C^HI.I51.1~. PI:Nt':^, 170la 17171 l:.~a-:IIHll September 21, 1982 Bureau of Examination Pennsylvania Department of Revenue P. O. Box 8327 Harrisburg, PA 17105 Attention: Kathy Kross In Re: Estate of Stambaugh, Earl E, SS# 195-28-1085 DID: 03-24-81 County: Cumberland Dear Miss Kross: The above estate has received notice of additional tax asserted to be due on time certificates held in joint names. After discussion with the Register of Wills of Cumberland County, I am returning herewith one copy of each of the notices with the relevant information furnished in Item No.4, and attaching copies of the relevant documents in each case. It is our contention that no tax is due. Please inform me not later than October 15 if you do not agree with our position, so that I have adequate time for filing an appeal. JRH:sa cc: Mary C. Lewis Register of Wills Cumberland County County File No. 21-81-336 Mr. Glenn A. Stambaugh R. D. 1, Box 102 Carlisle, PA 17013 Sincerely yours, ~/~ Ie .~. (/ (ames R. Humer \. REPORTING INSTRUCTIONS 1. II tho bM\~ Ilccount speciliod on thIs nolieI' INi1l be reporlod flOd pllld by Iho O!lltllC fiducUII"", [lInen "" "X" In block "6" 01 P/lIl 1 of tho "JoinllTrust Account Till'; Rllturn", Sign the duplic/llt! IInd lIipHcnlc c(JjlU'~ find lotUln 10 tho Pennsylvllnill Depnrtment of RevenuC!, BWOllU 01 E;llllmHlIlI,on, P.O. Bolo' 8327. HlllIlsbU1Y, PA 1710!i. 2. II 1ho infotmllllon nnd clllculnlion In the nOlll:a IS (orroct IInd dol1ucllClns IIII' not being clnmH'ld, plllco lit, "X" In bloc~ "A" of PlIrt 01 lho "Joint/Trust Account TlIx Aoturn", S.gn the duplic/llC' tlnd 1riplicolr capios /Ind submit thom wilh your chock 101 the nmounl 0' Ill)!; to Iho Regislat of Wills 01 11'I0 county mdlC/ltfl<l. Tho Oaptlllmant III Revenue will issuo IIn OlllClll1 IlUU!lnlllnl (FOIm REV. 1S48EXI upon reviow 01 the Joint Tluf,1 Account Tllx Roturn. 3. II tho notice Inlormlltion Is inCOlrect IIndlor qUllllliot! doducttons IIrl' being clnimcd. complete PIlIl 2 hill( clllcullltionl 01 tho "Joinll Trust Account fa)( Return" Ilccolding to the inslfuctions below, Sign tho duplicrllQ Md Iriplicllte copies IInd submll them with YOUI check 101 tho amount 01 IIIX to thO Rogistor of Wills 01 tho county Ind.clllod. Tho OCpllltmont 01 Revenue will issllo en officiel "ssusmant IFolm REV. 1548EXI upon review of lho JointiTlust Account TllX Rotuln, 4. Addltlonel commonts or explllnetions should be mlldo in Pert 4 "Othol Inlormlllion". 5. The Joint/Trust Account Tex Relurn must be completed IInd lelUrnod within Ihllty 13m dlly!> 01 the notice dllto or /In officilll D5S(!5Sment (Form REV. 1548EXI will be issued bllsed on lho notice inform/ltion. G. InhlHltllnce tel( becomes delinquent nina months IIller the decodent'.. d/lle of donth, JOintly hcdd property IS tel(tlble tvon though the docedent's nllmll WllS Ilddod liS /\ m.lll1or 01 convenience. TAX CALCULATION INSTRUCTIONS LINE 1. Enter the dllle the Ilccount WllS oliginllllY l!stllblishad. t:iQ1e: If II benk IlCCOUtlt WIlS esleblished within two years of Ihl3 deeth of tho decedent, it is pre:!.umed to hllVA been estllblished in contempletion of dellth. (SEE EXAMPLE BI. If the Ilccount Wl!S ostllbli:!.hed with funds thllt were registeled in the sllmo joint ownership IInd mllinlslned jointly for moro lhen two yoar:!. plior 10 death. tho tlccount would be tlll(llble to tho Ol(tent of tho decedent's ownership (SEE EXAMPLE AI. Documentlltion to indicllte the originlll Sl111us 01 the /lCCO'JOl must be submi\tod with the JointlTlust Account Te)( RelUtn. 2. Ente. the totlll blllance 01 the eccounl including intelest es of the d/lte of deeth. 3. Thp. percent 01 the IIccount thlll is teKeble fOI clIch survivor is determined es lollow:!. A. The percent tfIXllble fOI Joint bank eccounu established more then two yellrs prior 10 lhe decedent's doeth is determined 115 follows, DIVIDED BY Totel Number of DIVIDED BY Totlll Numbr!! of l( 100 Percent Taxllble Joinl Owners Surviving Joint Owners I:umote A. A joint eccount registered in the neme of the decedent Ilnd two other per:!.ons. DIVIDED BY DIVIDED BV 2 .167 x 100 16.7% (Percent texable for Each Survivor! B. The percent tll)(able fOI joint benk eccounts estllbli:!.hed wilhin two yellfS of the decedent's deelh or Ilccounts owned by lhe decedenl but held in trusl for enother individuellsl ttrU:!.l beneficiefiesl is dotC!tmincd lIS follows: 1 DIVIDED BY Totel Number of SUlviving Joint Owners or Trust Beneficlll,ios x lOa ~ Percent Texable Exemple: Joint account regl:!.teled in the nllme of the decedenl end lwo othel persons and established Within two years of doelh. DtV1DED BV 2. .50 x 100 . 50% (Percent Texllble lor Eech Survivor! 4. Th, emounl subject to till( Iline 41 i:!. determined by multiplying the account balllnce (line 21 by the percent texable (line 31. 5. Enter the tOlel of the debts Ilnd deductions listed in plllt 3. Allowable debU end deductions ere determined lIS 'ollows. A. You ere legeily responsible fOI peyment. B. You ectulllly paid lhe debts efter the death o' the c$ecedent ,!lnd cen furnish proof 01 peymen!. C. The ume debts lIrf: not cleimed on the decedent':!. tnherilence Tex Return or by eny olher survivor. D. Debts being clllimtd must be fully itllmized in pllrt 3, tI sddltionlll splice is needed, use plllin B 1/2 l( 11" sheets. Prool of peyment mey be requested by the Depel1ment of Revflnue. 6. The amount lel(llble Wne 61 is determined by subtraCting lhe debts llnd deductions l1ine S~ from the lImount sUbJecl to till( Iline 4L 7. Enter 1he apPlopriete 111)( rete (tine 71 n determined below. A. Tlensfen to Iinul descl!'ndll:lll including father. mothelr. husb/lnd, wile, son, dllughler. grendchildlen. grendperenls, son-in'lew. deughtel.in.ll1w IIro tllxeble M e per rent. B. Tronsfers 10 nonlin8111 including brothel. siSler. uncle. eunt, nophew. and niece lire tlll(/lble at 15 percent. 8. The emount of tal( due \line 81 is detelmined by multiplying the IImounl 11lxeble !lin'" 61 by the t8l( fIlte \line 71. DISPUTED TAX The Joint/Trust Account Till( Return is subject 10 Ilpprovel by the Oep4rtmenl of Revenue, The taxpllyel mlly within sixty 160l dllY:!. 01 the dllte of the officilll IISSllssmenl lForm REV. 1548EXl "Ofliciel Notice of Inhel.lIlnce Tex Appraisement, Allowence or OiuHowllncCl oi DeduClions eM Assessment of 11lx on Jointly Held 01 Trust AUet:!.". fill! II plOtest WIth lhe Pennsylvenill Depertment 01 Rovenuo's Boeld of Appellls or /In eppelll with lhe locel Olphens' e'JUrt. ISID Section 1001 of tho Inhelltllnce end Estllte lex ACI 01 1961 112 P.S, Section 24BS-l00l.1 ". HEV.454 (1.S01 COMMONWEALTH OF PENNSYLVANIA DEPARTMErH OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY (lnstmcriolls on Reverse Side) Estate of y: ^ Ill. F-SIA1ffi.A II r,1 ' , ITEM NO. TOTAL MARKET VALUE DESCRIPTION P E VALUE OF 'l:E DECEDENT'S N INTEREST T Held in nal,lcs of Earl E. Stambaugh and !fary n. St:Uilbau~l\lJsbllnd and \"He 1 :-!iddlesex Twp., Cwnberlllnd County, PA, 54 Acres, more or less, 2 1/2 story frame dwelling frane barn. For title see 12 "Q" 216 less subsequcnt cOllvey- ances and condemnation. 65,000.0 0 0.00 2 !.:iddlesex Twp., CUl:lberland CDunty, PA, 75 Acres, 1Il0re or less, 2 1/2 story bri k dwelling, frlllne barn, 2 silos, For tit! sce 9 "S" 234 less subsequent convey- ances and condcc~lItion. 90,000.0 0 0.00 3 lUddlesex Tl"p., Cunberland County, PA, 1.4 Acres, 1 story cement bloc}: bldg. U.S. nt. 11 & Harmony Hall Road. Deed presently unrecorded. 4 200 Sh. PP&L @ 17.0625 5 Com. Natl. Bk, C/AF182-862569.0 opened 7/29/74 6 First Federal S 6 L, C/D & into to 3/24/8l,opelled 2/19/74 7 Harris Sav. Assn. c/n 4-09-1109Hl opened 4/19/74, inc. into to 3/24/81 Held in names of ElIrl E. or ;.lnry R. .STnJnbn~ Glenn A. STa.lbnur,h sons ne e. 8 ~VS&L Acct.fll-712l10, successor to pri r 4 yrs. ctfs, similarly registered, $21,000 plus $219.42 into to 3/24/81 21,219.4 0 0.00 He ldin nar.les of Earl E. Stambaugh and }Iary R. Stambaugh and Glenn A. Stambau h, . joint tenants w/ri~of survivorship 9 Hurris Savings Assn., Acct.f4-09-110904 opened 4-11-74, $8000 plus $40.08 into to 3/24/81 8,040.08 .333 2,680.03 10. Harris Savings Assn., Acct.e4-12-13503 opened 7-11-78, $19,000 plus $101.59 into to 3/24/81 19,101.59 .333 6,366.86 Held in nalnes of Earl E. Stambaugh or Glenn A. Stanbaugh 11. cVS&L Acct.MT4-TI0669 opened TOT1S/80 su cessor to rior c/n' 'n sane n~mes 55,000.0 0 0.00 3,412.5 0 0.00 1,756.1 0 0.00 10,047.3 0 0.00 6,030.0 0 0.00 ~. ~ 1'\ ~ &~ ~WA.1:: \ (.,' Z/1:f9. \\ ~ ~~~A DEPARTMENT VALUATION /Official Use Only) The [Hl A R iF3 0 ~;3 Savings Association SECOND AND PINE STREETS, HARI1ISUURG PENNSYLVANIA 17\01 OFFICES DOWNTOWN. COLONIAL PARK. CAMP HILL. LEBANON. UNION DEPOSIT CAPITAL CITY I NEW CUMBERLAND . YORK. SUMMERDALE Area Codo 71712J6..1Q41 June 9, 1981 James R. Humer, Sr. Attorney At Law Farmers Trust Bldg. 1 W. High St. Car1is1el Pa. 17013 The information which you requested on the account(s) of EARL E. STAMBAUGH,Deceased (Social Security # 195-28-1085 .is as follows: Account Number(s) 4-09-110919 Class of Account 4vr. Certificate Date, Opened 4-19-74 Principal Balance .,' $6,000.00 Accrued Interest s )ll.06 Balance at Date of Death $6,030.06 Account Ownership Joint - Tenants by the Entirety, w/r1ght ot survivorship. MAry R _ S tAmbAlIgh Name of Joint ?wner,if any Date Ownership was Established 4-19-74 Additional Infor- mation requested Dear Mr. Humer: ) 4-09-110904 4-12-135032 ( I 4yr. Certificate 8yr. Certificate 4-11-74 7-11-78 $8,000.00 $19,000.00 $ 40.08 $ 101.59 $8,040.08 $19,101.59 Joint tenants w/right of survlvorsn1.p Joint tenants w/right of survlvorshlp Mary R. Stambaugh Mary R. Stambaugh G1~nn A. Stam~ Glenn A. Stambaugh 4-11-74 7-11-78 I Due to the accounts being joint .accounts, we had to wait until we recp.ived the authorization from the account. holders before we could release any information to a third party, in this case - yourself. I hope this delay hasn't inconvenienced you in any way. If you have any further questions, please feel free to call. Very .trulY ,yours,? r- . / 8Ct..C'CL(,- (( . ~(...Lt..t-t~,ct'-. Patricia A. I'etrovich - Savin<<. Counselor ,- REY. 'IS43EX (1-B2) BUREAU or EXAMINATION I PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX B327 HARRISBURG, PA 17105 ( INFORMATIDN NOTICE ON JOINTLY HELD OR TRUST ASSETS FILE NO. ACN DATE 21 302 09-10-82 TYPE OF ACCOUNT: E 0 SAVINGS o CHECKING o TRUST IKJ TIME CERTIFICATE ESTATE DF STAMBAUGH S.S. NO. 195-28-1085 DATE OF DEATH 03-24-81 COUNTY CUMBERLAND EARL STAMBAUGH R 0 1 BO}: 102 CARLISLE GLENN PA 17013 HARRIS SAVINGS ASSN has advised us that the owneishlp of the bank account reported below was transferred to you by right of survivorship as a result of the death of the above decedent. This transfer IS taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Please see reverse for reporting Instructions. Dale 02-11-74 Established To insure proper credit 10 your account, a copy of thiS notice must accompany your pay- ment to the Register of Wills of the county indicated above. Make check payable to: "Register of Wills. Agent". Account No. 4-09-1109 Account Balance Percent Taxable X Amount Subject to Tax Tax Rate X Tax Due QJ A.D B. 0 8,040.09 15.557 1,340,04 .15 201. 01 NOTE: If tax payments are made within 3 months of the decedent's date of death. you may deduct a discount of 5% of the tax paid, I JOINT/TRUST ACCDUNT TAX RETURN The above information and tax due is correct. The above asset will be reoorted and oaid b TAX CALCULATION 1 2 3 X 4 5 6 7 X B the estate o ASF , 2 3 4 5 6 7 B ITEMIZATION OF CLAIMED DEBTS AND DEDUCTIONS fiduciar '. OFFICIAL USE ONLY o Date Established Account Balance Percent T.axable Amount SUbject to Tax Debts and Deductions Taxable Amount Tax Rale Tax Due o DATE PAID 1 o PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 o'f Tax Calculation) $ OTHER INFORMATION Abovo account previously reported on Sch. E, Item No.9, confirmed 12-16-81 by Chief Appraiser. SEE ATTACHED COPIES. Sch, E. Notice of rlllng Appr. and letter from Harris Sav, ASSIl, Joint owners are surviving spouse ana son, taxable at 6%, Under pen.Hies of per Jury. I declare that and belief. it IS true, correct and comptete. have examined thiS return, and to the best of my knowiedge !It" H' t I1.Jt-..j<\'''<'11 TAXPAYER SIGNATURE tI 1 /.<~IJ:J. DA E REPORTING INSTRUCTIONS -- ,. II tho bon' "cou", .p"II,.d 0" ,h" """" w'" ho "p,,"d "d p,1d b, "" .."" lid"""'. pi'" " "X" '" "00' "B" .1 p,ot 1.111" "J.""IT,"" A"ou", Tox R"'''' ,," , 5',,, ,po d"pl"'IO "d 11".11"" "P"" pod 10''''" ,. "" "",,,,,I""" Ollpllllmenl 01 RovonuC. BUIOllU 01 EKllminll1ion. P.O. DOl< 8327, Hllllisbtug, PA 17105. 2. II ,,, 'nl"m'"'" ",d "IOU''''OO ,,, lb. mol'"~ ,. ''',,'' ",d d.d,,,Ii.,,, '" ,,01 b.,,,, ,I"m.d, P'''' " "X' '" b'on' "A" nl p,ot 01 tho "Jo,",IT,"" A"o,,", Tox R.,",." , 5',. lb. dbp""" ,,' 11,,11'''' ,up'" ,.d ,"U.II' ,h.", w,lb ,0'" .h'" I., lb' ,m'''"' 01 ,ox '0 tho R'e'"'' ., w,n. .1 lb. ,.".Iy ,.d",..d, lb' O.p,,,,,,.., .1 R.""". will ,,,,,. ,. oil"'" ",."00'.' (Form REV. lS48EXl upon IQYiew at the Joint 1'UIII Account 111)( Relllln. 3. II tho "Ii.. '.10'00''''. ,. '.'0"0" ,,"0' .unllllOd d.db"'O<" ". b,," ".'m,d, 'omp.... Pm' 2 "" ,,"u'''''''' 01 tho "J.,.tI . lIu" A"'""' Tox R"u,"" ,,,o,d,,, .. lbo ",Wu""'" ba'OW, Si" tho dup'''''O ",d ,,,p,,,,,. "p'" GPd ,"urn II lbo'" with y.m ,heo' '0< lbo omou.' 01 '" .. lbo R.,,,,,, 01 W'". 01 "" ,0u.Iy ,."""d. Tho O,p'''"'."' 01 R.v..", w'" 'noo " olllciel nuelSmenl (Form REV. 1548EXl upon revil'lw 01 tho Joinl/Tru!o1 Accounl Te)l' RotUIO. 4. AddltiOnel comments or cxplar;.otliOns should bo mllde in Pfllt 4 "Othel Inlormlllion", 5. Th. Jo,",IT"" A"ou.' Tox R"". mu" bo ,0mp'OIod ",d ",",..d wllhl. lb'ot, 130' dny. 01 lb. .0"" d... o. '" oil"'" ......00."' IForm REV. 1S4DEXl will be Issuod bllSOd on tho nolito inlormlllion. B. I.h""'." 'ox u"om.. d.lI.ooo", .,.. .".th. 01,,, lbo d""'"'" d'" 01 d."h. J.,.ot, h.1d p'op.ot, " ...,uIo ...' though lb. decedent's nllme WlI5 IHlded as tI mllttol of convenlence. T AX CALCULATION INSTRUCTIONS ~ 1. Entel the d/lto the llccount WllS ollgintllly est/lbliShed. tlllt. ", b,.' ",ou", w"' ....bll.hod wll". two V"" 01 ,h. don" .1 ". ""d."" II " p,..um.d '" h.v. b'on ,,"bli'h.d ,. ".Iomp,,,lo. 01 d."h, ISEE EXAMPLE BI. II lb. ",,".' w"' .."b'"h.d w"h lund' Ih" WOI. ",i"".d ,. ,h. onm. j".' ow","h'P ..d mo,...".d 10'.11, f.. 000" lbon 'wo ,.", p"o, 10 d.nlh, ". ,,"u., would b. ....blo '0 'h. .."., 01 tho ,,,,d"'" o..oo"hlp ISeE EXAMPLE AI. 000000....110." ,,,don,,. '" ..,.i." """ .f th. mou.' mu" b. "bm""d w"h ". JointlTlust Account Tllx Return. 2. Enter the tot81 blllence 01 the llccount including inlerest liS of the dllte of deeth. 3. The perunt of the eccount that is tllxeble for e8ch survivor is detelmined ao; tollows A. The ,,,,.., "..b" 10' ,.,., b'.' mou",' .."bli'h.d 00010 "" two '"'' pd.. '0 'h, d",d..,', d.oIh ,. ,,,,,m'ond "' follow" DIVIDED BY Total Number of Joint Owners .E25J.IDR1!-A: A joint llccount fegistered in the "^me DIVIDED BY 3 DIVIDED BY 2. ~ .167 )( DIVIDED BY Tolel Number of x Survlving Joint Owners of the decedent end twO 100 Percent Tllxllble othel persons. 100 ~ 16.7% (Percent tllx/lblo 101 Elich 5u,vivOI) B, Th. p,,".' 'ox.b'. fo' jO'.' b'.' ....u." .."bl,,"d w"". ,w. y.... 01 '" d".d.",', "oIh 0' ",oun" owood b, th. d""'.' but held In nust for another individuallslltfUst be~e'iciilfies\ is determinod 65 lollows. 1 DIVIDED BY Totel Number of Surviving Joint Owners or Tlust Beneficillries x 100 . Pelcent Texllble Example: Joint 1 DIVIDED BY account registeled in the name 01 the decedent and two other persons IInd esteblished within tWO yellrs 01 deeth. 2 . .50 x 100 . 50% (Pelcont Texable lor Elich survivorl 4. Th. .mou", subJ." \0 ..x ",., 4' " dol"m'nnd b, mu"'pl,,., ,h. "'ou., ""." Iii.. 21 b, lb. p"".' "..b" ",.. 31. 5. Enter the totel of tho debts end deductions lilted in pelt 3. Allowable debts end deductions lire detelmined III folloWS. A, You are teg811y luponsible tor payment. B. You lIctulllly paid thlt debts 8fter thlt doMh 01 the decedent Md can tUlnish prool of pllyment. C. The ume debts ale not claimed on the decedont's InheriHlnce Tex Return or by any other survivor. 0, O.b" b.;." ".,m.d mu$l b. lullY iI.mll.d ,. po" 3. II .d,,"onn' ,p'" ,. ."d.,. "" p"'. B 112 x 11" .h"", p,ool of poym." mll'( be requested by the Deparlment of Revenue. 6. ThO ,mount ,,,.b" IlInn 6' ,. ""'00'." b, ,"b"''''." tho "b" ,., d."",... ",., 5111000 tho .mou.' ,"bj'" '0 ..x "'00 41. 7. Enter the appropriate tex raU Uine 7) !IS determinod below. A. T"..f.n to 11.'" "",.do." ,.,'u"., f"h". m"h". h"u'.'. wif.. "., dou,h"', ."."hifd"., ...,d,...,,,, ".".'I.w, d!lu9hler-in-lew are taxable lit 6 percent. a. Tlllnslers to nonlineal Includin9 brothel, sis1er. unclo, aunt, nepheW, end nloct> ere taxllble a1 15 pel cent. 6, Tho ,mou.' of "X doo IlIno at " d""m".' b, mu'tip"'." ,h. ,mount ....Uf. 11,00 61 b, lb. ..x .." III.. 71. ~~ The Joint/Trust Accoun' T 8X Relurn is ,ubject to Ilpprovel by the Depnltmenl of Revenue. Th. "xu"" 00" wilhi. .'XI, 1601 dny' 01 tho d'" 01 tho oil"", """."., IF,,m REV. 154eEXI "Olti"., N.ti" 01 ,."""." Tox Aop..,..m.." AIl.w.." 0' O,onll.w.m 01 0."",,,. on' >."",00'.' of Tnx o. Jo'.lIy H.1d .. T'''' Am"'" 1110 . "0,"" with 'h' P...",v"'" 0.."'00'" 01 R.v..",', Bo"d 01 App,," 0< GP ,",on' wilh tho '0'" O,ph"'" Couot, IS.. 5..110. 100t 01 the: Inheritance Ilnd EIOl8tC Tax ACI of 1961 112 P.S, !iection 24BS-l00U . REV.454 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL V OWNED PROPERTY (Instructions on Raversc SieJa) EstBte of FAil!. F .....5TlilillA.I1r,I' DESCRIPTION Be1d in nal,lcs of Earl E. Stambaugh and Hary fl. 5 taml>:lur.h , husbllnd and wife 1 ;Udd1esex Twp., Cumberland County, PA, 54 Acres, If,orc or less, 2 1/2 5 tory frame dwelling franc !Iarn. For title see 12 "Q" 216 less subsequent convey- ances and condemnation. 2 ~lidd1esex Twp., Cunberland County, PA, 75 Acres, more or less, 2 1/2 story bri k dwelling, frmae barn, 2 s 11os, For ti t1 see 9 "5" 234 less subsequent convey- ances and contler.ma t ion. 3 IHdd1esex T'''p., Cunhcrland County, PA, 1.4 Acres, 1 StOl'y cement block bldg. U.S. flt. 11 & lIamony Iiall Road. Deed presently unrecorded. 4 200 Sh. PP&L @ 17.0625 5 Com. Nat1. Bk, C/AF182-B62569-0 opened 7/29/74 6 First FederalS & L, C/D &int. to 3/24/81,opened 2/19/74 7 Harris Sav. Assn. c/n 4-09-110919 opened 4/19/74, inc. into to 3/24/Bl lIeld in names of Earl E. or I.fnry R. :5Tnrnbau!:h , Glenn A. STnnbau.h sons 8 GVS&L Acct.*11-712l10, successor to 4 yrs. ctfs, similarly rer.istered, $21,000 plus $219.42 into to 3/24/81 lie ldin nar.les of Earl E. SURbaugh and Hary R. Stambaugh and Glenn A. Stambau ~int tenants w/ri~of survivorship 9 Harris Savings Assn., Acet.'4-09-110904 opened 4-11-74, $8000 plus $40.08 into to 3/24/81 10. Harris Savings Assn., Acct.f4-12-13503 opened 7-11-78, $19,000 plus $101.59 into to 3/24/81 Held in names of Earl Eo Stambaugh or Glenn A. Stambau~h CVS&L Acct.n4-1""10669 opellcUlO/15/80 u cessor to rior c/n' 'n same n~mcs TOTAL MARKET VALUE 65,000.0 !lO,OOO.O 55,000.0 3,412.5 1,756.1 10,047.3 6,030.0 e. 21,219.42 P E R C E N T VALUE OF DECEDENT'S INTEREST o 0.00 o 0.00 o o o o 0.00 0.00 0.00 0.00 0.00 o o 0.00 8,040.08 .333 2,680.03 19,101. 59 .333 6,366.86 lL.Jl TOTAL THIS PAGE 14,087.05 ~ 'jJ!" ~ f(f.";,~,\j;~"((~1. \ e~~~ DEPARTMENT VALUATION /Official Use Only} __. 10 The D-J ~ IF3 tFU it $ Savings Association Area Code 1171<,36-.1041 June 9, 1981 James R. Humer, Sr. Attorney At Law Farmers Trust Bldg. 1 W. High St. Carlisle, Pa. 17013 SECOND AND PINE srnEETS. HARnISfJUnG. PENNSYLVANIA 17101 OFFICES DOWNTOWN. COLONIAL PARK. CAMP tllLL . LEBANON. UNION DEPOSIT CAPlrAL caY. NEWCUMBERLANO . YORK. SUMMEROALE The information which you requested on the account( s) of EARL E. STAMBAUGH,Deceased (Social Security # 195-28-1085 .is as follows: Account Number(s) Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint ?wner , if any Date O"'l1ership was Established Additional Infor- mation requested Dear Hr. Humer: ) 4-09-110919 4_09_110904 4-12-135032 ( I 4yr. Certificate 4yr. Certificate 8yr. Certificate 4-19-74 4-11-74 7-11-78 . $6,000.00 $8,000.00 $19,000.00 S 3Q.06 S 40.08 $ 101.59 $6,030.06 $8,040.08 $19,101.59 Joint - Tenants by the Entirety, w/rignt ot survivorship. t1.ry R. St.mbaugh Joint tenants w/right of surVlvorsnlp Mary R. Stambaugh Glenn A. Stambaueh Joint tenants w/right of survlvorsh.lp Mary R. Stambaugh Glenn A. Stambaugh 4-19-74 4-11-74 7-11-78 I Due to the accounts being joint .accounts, we had to wait until we received the authorization from the account. holders before we could release any information to a third party, in this case - yourself. I hope this delay hasn't inconvenienced you in any way. If you have any further questions, please feel free to call. Very truly .yours, , .-::;> . f:~o/i:..:...~ I( . ~;..<-{tt"dc:!,- P.atricia A. Petrovich - Savln25 Couosr.lor REV.454 (1.80) COMMDNWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTlY OWNED PROPERTY (Instructions 011 R(.'vt.'rsr. Sida) Estate of --EARL-L STMln/\lIr.p ITEM NO, DESCRIPTION Held in naL'CS of Earl E. Stambaugh and Nary R. Stamh:lUgh, husband and wife I lHddlesex Twp., Cwaberland County, PA, 54 Acres, If,orc or less, 2 1/2 story frame dwelling franc l'nrn. For title see 12 "Q" 216 less subscquellt convey- ances and condemn a tiOlt. 2 ~Iiddlesex Twp., Cunber1and Count}', PA, 75 Acres, more or less, 2 1/2 story bri k dwelling, frallle barn, 2 silos, For tit1 see 9 "S" 234 less subsequent convey- ances and conder.:nation. 3 Middlesex Twp., Cunber1and County, PA, 1.4 Acres, 1 story cement block bldg. U.S. Rt. 11 & lIarmony Hall Road. Deed presently unrecorded. 4 200 Sh. PP&L @ 17.0625 5 Corn. Nat!. Bl:, C/AF182-862569-0 opened 7/29/74 6 First Federal S & L, c/n & into to 3/24/81,opelted 2/19/74 7 Harris Sav. Assn. c/n 4-09-110919 opened 4/19/74, inc. into to 3/24/81 Held in names of Earl E. or Nary R. :S~:UJbn~ Glenn A. STambnu.h sons Be e. 8 CYS&L Acct.Ull-7l2110, successor to pri r 4 yrs. ctfs, similarly registered, $21,000 plus $219.42 into to 3/24/81 lie ld in narJCs of Earl E. Stambaugh and Hary R. Stambaugh and Glenn A. Stambau h, _ joint tenants li/ri ht of survivorshi 9 Harris Savings Assn., Acct.'4-09.ll0904 opened 4-11-74, $8000 plus $40.08 into to 3/24/81 Harris Savings Assn., Acct.I4-12-l3503 opened 7-11-78, $19,000 plus $101.59 into to 3/24/81 lIeld in names of Earl E. Stambnugh or Glenn A. Stanbaugh CVS&L Acct. KT4-"'JT0669 opened 10/lmo u cess or to rior C/D' 10. TOTAL MARKET VALUE 65,000.0 90,000.0 55,000.0 3,412.5 1,756.1 10,047.3 6,030.0 21,219.42 P E VALUE OF 't DECEDENT'S }" INTEREST T o 8,040.08 .333 19,101.59 .333 o 0.00 o 0.00 o o o o o 0.00 0.00 0.00 0.00 0.00 0.00 2,61l0.03 6,366.86 1 TOTALTHISPAGE 14,087.05 ~\. ~ "'''rr9~ .,-g~~. ,\I-',r ~~,' DEPARTMENT VALUATION (Official Use Only) .- . ", 5. , ..:_, N c N L ...J IJ'~ '~ ~>r;' i.:.!' , , CI:'." "0 r: Dei Uw f~' .'.1~,) ~C<:: N :~':..' ~ (b . . REV."'4\l EXt 111-601 COMMONWEAL TH OF PENNSYLVANIA DEP\RTMENT OF REVENUE TRA.:SFER INHERITANCE TAX RESIDEllT DECEDENT STATEMENT OF FIDUCIARY {Instructions on Reverso Sid.) ~A' ~ Estoteol Enrl E. Stamhllur-h Lost Address R.D.l, Box 102 Dufe 01 Death "fRr"h 2~, 1 qRl Sociol Security No, 1!J5-28-1 MIS Cnrlisle PA 17013 Stole File No. (CITY) (STATE) (ZIPI County File No, 21-81-336 I. Decedent died: ( X) Intestate (without 0 will) ( ) Testate (leaving 0 lost will--copy a"ached) 2. Is the liling of 0 Federol Estate Tax Return required for this estate? Yes-X- No 3, Execufor ( X) Administrator ~lenn A. Sta~hnuph )ecurity No, 1 nR-~?-40~R Nome '\ ( 0.~ .j" Address Il n 1, Roy 1 fl" Carlisle (CITYI 17013 (ZIPI . 4. All co rrespon dence shou Id be n " " \.,,- ~ ,i)\ " ']7) 243-3831 duciary, \ ~, . 5. If on attorney is represenfing the Name T:!:Impc: 'D 1.tl1mA Address 1 W Hi rh St Carlisle (CITY) ., 17013 IZIP) List 011 safe deposit boxes registered in the decedent's individual nome, or jointly with, or os on agent or deputy of another, or in decedent's individual nome with right of access by another os agent or deputy. Include the nome and address of the bonk or other institution where the safe deposit box is located, the nome (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Under penalties of perjury, I declare fhaf I hove examined this return, including accompanying schedules ond sfatements, and to the best 01 my knowledge and belief it is true, correcf and complete, II-n'N DATE '. . ...I:::\I~4;1 l..,^f Id:60) COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY ~, ,~.~ i: ~.\.. t.'!~l,~,'_~i.." (tnstructio/lS 011 Rov{!f!w Sid(!) Estate of PAIlT P ~1'^MBArrmr ITEM NO. DESCRIPTION UNIT VALUE ESTIMATED MARK ET VALUE DEPARTMENT VALUATION {OFFICIAL USE ONL YI 1. 72 Sh. Continental Group, Inc., Com. 7.3125 2686.50 3000.00 799.50 412.50 2. 150 Sh. International lIarvester Co., Com. 20. 3. 24 Sh. International Tel. & Tel. Co., Com 33.3125 4. 11 Sh. Katy Industries $1.46 Pfd. 37.50 If additional space is necessary, use 8~2" x 11" sheets. TOTAL 6898.50 { '19.J'.;1tJ 'REV-452 EX+ (3.S0) COMMONWEAL TH O~ PENNSYLVANIA DEPARTMENT OF REVENUE TRANSPER INHERITANCE TAX RESIDENT DECEDENT ESTATE OF rAnT p ~TAM'RA"r.J.l SCHEDULE "C" TRANSFERS * , . .. -- ITEM ESTIMATED DEPT. VALUATION NO. DESCRIPTION MARKET VALUE rOFFIC{AL USE ONL Y) None TOTAL THIS PAGE None ./?1.- HI.A. - .4b INSTRUCTIONS: 1. Answer the Questions on reverse side. i 2. If the answer to any of the Questions on Ihe reverse side is "Yes," provide a description of the properly transferred per I Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and j relationship of transferees 10 decedent. Allach a copy of any trust deed or instrument relating to the transferred property. i ! I I i . I I I I I I 1 I I I QUESTIONS CONCEI1NING PROPERTY TRANSFERS 1. Did decedent, within two years 01 death, nlllle any transler 01 ;lIIY malerial part of his esti,te v,rlllOu! receiving valuable and adequate considcr;llion7 (Ans'll~' "Y'~';" or "NO".)-.ND_ 2. Did decedent, within two years 01 death, lr:lllslcl Idoperly IrorllhirnsllW helsei I to hllnselI/IwrselI and anolllP.r party or parties (including a spouse) in joillt OWIWISiJip7 r AIISWf!, "Yes" 01 "No".) --No 3. If the answer to one or two ;lhove is "Yes" and the [rarders are cl:limed 10 lie nontaxahle, provide the following inforlllation: a. Age of decedent at tillle of transler. --11J-'1- b. Copy of death cerli licate. c. Affidavit liy the attending physlcran indicaling Ille ~;tilte of decedent's hCillth "1lilllo of liansler. d. All other informatioll supporting non(i1xahili(y o( Irilnslur. 4. Did decedent, in his/her lifelillle, lIIake any trilnsler at properly willl~)ut rcceivini~ a valll:llile or adequate consideration therefor which was to take eflect in possession or enjoY'llCnl at or aller his/her death? (Answer "Yes" or "No".) Nn a. Was there any possibility that the properly transferred mighl relllll1 10 transloror or his/ller estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) ---Uo- b. What was the lransferee's age allime o( decedent's de:rth7 ..J,olj-A- 5. Did decedent in his/her lifelillle make any transler without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any peried which docs in fact end before his/her death: a. The possession or enjoyment 01 or the righllo incollle (rurn the property lranslerred? (Answer "Yes" or "No".) ~ b. The right to designate lhe persons who shall possess or enjoy the property transferred or incollle therefrolll? (Answer "Yes" or "No".) ~lo 6. If the answer to five b. aoove is "Yes," slate whether the righf WilS reserved in decedent'alone or others. N/A 7. Did decedent in his/her lifetime make a transfer, the consideration for which was lransleree's promise to pay income to or f9r the benefit or care of transfelOr7 (Answer "Yes" 01 "Nil".) -l'-lG- 8. Did decedent, at any time, transfer property, the bEll eficial enjoyment of whi ch was subiect to change, because of a reserved power to alter, amend, or revol{e, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".j He 9. If the answer to eight above is "Yes," was the power 10 alter, amend or revoke the interest of the beneficiary reserved in th,e decedent alone or the decedent and others? (Answer "Yes" or "No".) -NG- REV-4!53 EX+ (J.BO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ~..,'-,,- ~'&}~ (Instructions 011 Roverso Side) Estate 0 f FAn!. E. STl\MBAlIr.lI BENEFICIARI ES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Marv R. Stambau~h Ni f.. v..~ n, "' r.-tire nUll te II n 1 Rnv 11''' ('~...H.'" nA 1 7n' , ", ft~~ A ".... SOR " -- c..' ". . - .- n T\ 1 n. 'n~ certain i ointlv - ('a1'1..1a nA 17m ~ "..jd pel"~nn~ 1 ..-. . - - .--..- ---.. ~----- ~....._-~_.__.__._---- . -. - . - The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH The [:-G r~ [=1.1 irtl [l s:...Z Savings Association SECOND AND PINE s mcu s . IlM~HI~;[\LJnG, PENNSYLV^Nl/\ 17101 OFFICES DOWNTOWN. COLONIAL PAFlK . CAMP UlLl. . LEBANON. UNION DEPOSIT CAPITAL CITY. NEW CUMBERLAND. YORK. SUMMERDALE A1e.l Codl' 717 .n1H041 June 9, 1981 James R. Humer, Sr. Attorney At' Law Farmers Trust Bldg. 1 w. High St. Carlisle, Pa. 17013 The information which you requested on the account(s) of EARL E. STAMBAUGH,Deceased (Social Security # 195-28-1085 ,is as follows: Account Number(s) 4-09-110919 Class of Account 4yr. Certificate Date Opened 4-19-74 Principal Balance" $6,000.00 Accrued Interest S 3Q.06 Balance at Date of Death $6,030.06 Account Ownership Joint - Tenants by the Entirety, lilr1ght ot survivorship. Mary R. Stambaugh Name of Joint ?wner,if any Date O",-nership was Established 4-19-74 Additional Infor- mation requested Dear Mr. Humer: ) 4-09-110904 4-12-135032 I 4yr. Certificate 8yr. Certificate 4-11-74 7-ll-78 $8,000.00 $19,000.00 $ 40.08 $ 101.59 $8,040.08 $19,101.59 Joint tenants wfright of 8urvlvorsnlp Mary R. Stambaugh Glenn A. Stambatll,h Joint tenants wfright of survlvorshl.p Mary R. Stambaugh Glenn A. Stambaugh 4-11-74 7-11-78 I Due to the accounts being joint ,accounts, we had to wait until we received the authorization from the account. holders before we could release any information to a third psrty, in this case - your.elf. I hope this delay hssn't inconvenienced you in any way. If you have any further questions, please feel free to call. Very truly youra, l~-." /. ,'" -;1..... (~. C .:.....-:- [I.. I ~[L(-,~cL REV.454 (1.80) COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFEfllNHERITANCE TAX RESIDENT OECEDENT SCHEDULE "E" JOINTL Y OWNED rrWPERTV * ;'It " ,\ , . ,,. ", ,\ , : ~ (llIstfllctio/lS on Rf!Vl!rSf.' Sidr.) Estate of EARL F. STAMRA,lTGll ITEM NO. DESCRIPTION lleld in Bames of Earl E. Stambaugh and Mary R. S_tmnbDugh, husbmul and wifc 1 Middlesex Twp., Cumberland County, PA, 54 Acres, morc or 1css, 2 1/2 story frame dwelling frame barn. For title see 12 "Q" 216 less subsequent convey- ances and condemnation. 2 Middlesex Twp., Cumberland County, PA, 75 Acres, more or less, 2 1/2 story bri k dwelling, frame barn, 2 silos, For tit1 see 9 "S" 234 less subsequent convey- ances and condemnation. 3 Middlesex Twp., Cumberland County, PA, 1.4 Acres, 1 story cement block bldg. U. S. Rt. 11 & Harmony Hall Road. Deed presently unrecorded. 4 200 Sh. PP&L @ 17.0625 5 Com. Natl. Bk, C/A/I182-862569-0 opened 7/29/74 6 First Federal S & L, c/n & into to 3/24/81,opened 2/19/74 7.Harris Sav. Assn. c/n 4-09-110919 opened 4/19/74, inc. into to 3/24/81 Held in names of Earl E. or Mary R. STambaugh Glenn A. STambau h sons 8.CVS&L Acct.#ll-712110, successor to 4 yrs. ctfs, similarly registered, $21,000 plus $219.42 into to 3/24/81 Held in names of Earl E. Staniliaugh and Mary R. Stambaugh and Glenn A. Stambau oint tenants w/ri ht of survivorshi 9.Harris Savings Assn., Acct.#4-09-110904 opened 4-11-74, $8000 plus $40.08 into to 3/24/81 10. Harris Savings Assn., Acct.#4-12-l35032 opened 7-11-78, $19,000 plus $101.59 into to 3/24/81 Held in names of Earl E. Stambaugh or Glenn A. Stambau h cct. r. - opene uccessor to rior C/D' TOTAL MARKET VALUE P En VALUE OF cE DECEDENT'S N INTEREST T DEPARTMENT VALUATION rOffici,,' Usa Only) 65,000.0 0 0.00 90,000.0 0 0.00 55,000.00 0 0.00 3,412.50 0 0.00 1,756.17 0 0.00 10,047.37 0 0.00 6,030.06 0 0.00 21,219.42 0 0.00 8,040.08 .333 2,680.03 19,101.59 .333 6,366.86 1.0-,-0.8.0--31 TOTAL THIS PAGE 14,087.05 /'/ OJ' 7 tJ ~ Q, " ., , ,:, :-J '~i LoI ..' , 0''- ..' . ,~ Cl.:," Z :"',...i oi=- , ./; , Uw .......- 1:4:::; ~n: ~ L.l.J-" ~ _Jw U ~ p:: ..; "-l "-l ~ :>- :>- ~ z 0 ~ rJl ::> ...1 ..; - Z u I - 0 ~ ~ ~ 0 , ~ ci ~ p:: "" I- 0 trl 0 I': ci rJl trl :>- .... ci Z "-l I-'l ~ I': l- I- I': ...1 ci - 0 ..; p:: z ;.: "" "" ...1 Z ::0 I': I- 0 ::> u l:l % - 0 trl 0 0 0 -< :i "" -< "-l -< U I:) <>< .... ',SOJO,U! S,WOPOOop Olj' )0 OI1IC^ ,O~JCl.U olll o,colpul 'V 'lS0JOW! S,lUOPOOOP Olll)O 06C1UOOJOd Olll alco!pUI '8 'A,JadOJd POUMO AI1U!0! Oll')O OI1IB^ 10~JCW lelOl alll aleolPul '/: 'palls!lqelsa SCM d!ljSJOUMO ,U!O! all1 alep aljl pue (S) JaUMO,OO Oljl }O luopaoop alll 01 d!ljSUOllelaJ pUC SsaJppe 'awcu Olll oPl1loul '"8,, Oll1polloS JOj SUO!l0I1J1SUl alll ul paleO!pU! se Al1adoJd leuosJad lie oqposaa '"\j,, all1palloS JOj SUO!,0I1J1SU! Olll U! pOleO!pU' sc A1JodoJd IBaJ lie aqiJosaa 'L 'lSJ!j OlClsa leaJ lS!l 'papnIOU! aq 01 aJC A1JadoJd a\q!6uC1U! pue alq!6uel lll08 'd!ljSJO^!^JI1S jO 1ll6!J lll!M SlueuallUIO! SC SallJed JO A1Jcd Jallloue ljl!M AI1U!0! luapooap olll Aq paUMo '\BUOSJod pue leaJ 'Al1adoJd lie apl110u! lsnw "3,, alnpaljos "3,, 31na3H::JS DNI131dWO::J HO:! SNOI!:lnH1SNI , " REV-484 EX+ IHO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-81-0336 m Original o Supplementol o Remainder File Number Estote Nome Earl E. Stambaugh Dote of Deoth March 24, 1981 Sociol Security Number 195-28-1085 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance To. Appraiser In and for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as ,eported In the foregoing retum at the values let farth oppollte oach Item In tho fait corumn to tho right in SC~UI'5 "A", "B", "e", and "Elf Dated: December 16, 1981 , ,fi/, ". INHE TANCE TAX APP, ISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Praporty (Schedule A) $ 00+ 92+ Penonol Property (Schedule B) 6,898 50 '0+ Jolnt.Held Property (Schedule E) 14 087 05 2lH Transfe,. (Schedule C) None 30+ TOTAL GROSS ASSETS le.. Debt. and Deductions 40- 93- (SCHEDULE F) CLEAR YALUE OF ESTATE o Life Estate RATE FACTOR PRINCIPLE VALUE CODE o Annuity FOR USE OF REGISTER ONLY Tax en $ ~ COMPUTATION OF TAX $ $ $ $ $ 6% Tax on $ 15% Tax on $ Tax on $ Tax on $ Exemptions Total Estate $ $ $ TOTAl. TAX INTEREST FROM BALANCE, TO Less Credits DATE OF PAYMENT TAX CREDIT AMOUNT PAID S $ INTEREST FROM BALANCE DUE '" ~ M <if' ~ ~ Pi .c 0 <D <: bll " " '" M Z ~ ~ <tl 0 0 :>< :>< ~ M ~<< ~ <tl ~ E-ollo <Il +' 0 '0 " '" ;:l (J) '" ~ r:: '" ...l w W <tl '" n III rl rl 0( ~ M Will s:. - rl'M W U Z rl 'drl .a - 0 ~ '" 'Os:. ~ ,., '"' ;:13 ,., '"' - ~ ,,: U 0 ~ ~ I>.. 0 ~ I>.. E- O <Il 0 Z 0 <Il ~ Vl >- E- O - Z E- ~ E- "" Z Z ...l 0 - 0 ;:; Pi Z ::<: ~ ~ ...l Z :; Z 0 ;:l U " Z - ~ tfJ ~ 8 0 0( - ::: "" 0 "" ...l R1:V.455 EX~ (3.aO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS -f~ . ----- -- ------- --, _ ------...---.. -.- -. .. - --. ,- Estate of EARL E, STA~IBAUGII Date of Death 3- 24 - 81 WHEN CLAIMING THE FAMILY EXEMPTION. COMPLETE THE FOLLOWING: FileNo. 21-81-336 Claimant Mary R. Stambaugh Relationship to Decl;(hmt Wife Cll1irntlnt's AddreS5 at timo of Dpcndent's Death liEM DATE NAME OF PAVEE REMARKS I AMOUNT NO, Marv R, Stambauah h-;amilv Exemntion 2 000,00 , Register of Wills lLetters of Administration 18.00 Re~ister of Wills Ipiling Inv, & Deductions 10,00 Farmers Trust Co. aluation of Securities 25.00 Hoffman Roth Funeral Home Services 3 381.50 Weotminster Cemetery Lot 4.000.00 Irarlisle Memorial Service ~onument 4 047.35 p, K, Miller Real Estate Annraisal 200.00 Carlisle Hosnital illness I 6,973.50 ILast IJ)r Blacksmith Il.ast illness 682.00 Masland Associates IL as t illness 415,00 Carlisle Radiolo(!v ast illness 266.00 Westminster Class 'uneral meal 25,00 James R. Humer I\ttorney Fee 1 ~nn nn Miscellaneous Expenses of fl dm, and C los ing Estate 300.00 '1 TOTAL I 23.843,3L I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. )! . ,'1Avd. ? ~""YLL" I/~ 27- <;--/ SIGNATURE OF FIDUCIAR ' DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THESUM OF $ ./3, j i 3. .3.5'" AT~.e1X% TAX RATE ,;aJ / ~ -2,;? .,/1 DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death ore deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, athor items are claimable including the cast of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cast of a burial lot, tombstone or grove marker and ather related burial expenses, All debts being claimed against an estate ore subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence,tD support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption may be claimed by 0 spouse of 0 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 0 member of the same household con claim the exemption. In the event there is no such spouse or child, the exemption con be claimed by o parent or parents who ore members of the some household os the decedent. The family exemption is allowable only against assets which pass by 0 will or by the Pennsylvania Intestate Lows. NOTE: Compensation paid to on estate representative; namely, on executor or administrator, for services performed in administering an estate is repartoble for Pennsylvania Income Tox purposes. This taxable income item should be reported on form PA.40.lndividuallncome Tax Return. t"" '" " n ~ t<1 ~ ~ z )> 0 0 C/l , C) n c: " ..., z 3: z ~ t<1 t<1 ~ Z :>:l ~ 9 - 9 ., z z Z t<1 ..., t<1 .' 9 ..., -< C/l t<1 - c.. ,,::_, 9 tIl I Z 0 tIl 0 ..., " - 'Ij :>:l "." /'-, ,~~ 9 'Ij ":.0=- ~ '~l.. ,,~ c." (, ... luli' ~..: ...J Or-' ;:,.. (::;0,: - '-- 0 cr:L~ Z 111.1 Z 0.- ,~~E! (,;Ie..'.1 WW 0:"'- 0::0:: ~ w=) l:C ...lU U -< -< t<1 t<1 ~ ~ 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 dote on which each debt was incurred and/or paid. 4. Enter the names of each payee, S. Provide 0 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. IF ADDITIONAL SPACE IS NECESSARY USE 8!-'2" x 11" SHEETS. J .~ &~ . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION p, 0, BOX 8327 HARRISBURG, PA 17105 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN AcN201 l1A-n15-12-86 ESTATE OF 5 TAMOAuGH EARL E FILE NUMB Eli 1 a 1-03 36 DATE OF DEATQ3-24-S1 COUNTY CUMIl ERLA/liO NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PDIlTION OF TillS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WillS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WillS. AGENT," GLENN A S T AMOAUGH PLEASE RETURN THIS R D 1 BOX 102 PORTION TO REGISTER OF CARL'ISLE PA 11013 WILLS IF PAYMENT ISDUE AMOUNT REMITTED S )<~Y!~~~N~_T~!~~~~______~~~~~~2~~~~~~~!~~~0~~~~2~~~----__________________ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ESTATEo$TAMOAUGH EARL E FlLE21 81-0336 Ac~01 DATgS-1Z-86 NUMBER ESTATE TAX DETERMINATION AND ASSESSMENT 1. Credit For State Death Taxes as Verified 1. 2, .00 3, .00 4. 5. .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interestl 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interestl 4. Total Inheritance Tax Assessed (Line 2 plus Line 31 5. Pennsylvania Estate Tax Due (Line 1 minus Line 41 .00 .00 TAX CREDITS: Payment Date Receipt Number Interestl.) Amount Paid " {! i Total Tax Credit '" Bal.mce of Tax Due Interest Total Due _ (If Balance Due is less th.ln $1. no payment is requiredl . IF PAID AFTER THIS CATE SEe REVERse SIDE FOR CALCULATION OF ADDITIONAL INTEREST " COpy 2, REGISTER OF WILLS