HomeMy WebLinkAbout08-01-07
..J
15056051058
REV.1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
~\ Of)
File~
Date of Birth
206-22-0054
05/10/2007
07/19/1923
Decedent's Last Name
Suffix
Decedent's First Name
MI
Golden
Steuart
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
:a-j 1. Original Return
,:.~~,:1
2. Supplemental Return
.~"''''''.'-,
4. Limited Estate
'-c.;.,_..J
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
Co, 4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
'_....1 10. Spousal Poverty Credit (date of death c.::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
;;...::
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
R. Scott Cramer
r--:>
(717) 834-570fh g
(- . . -.oJ
-"",0
REGISTEROFWIt.ij; USE ON6::
. J~.P Ci?
'"'. fll I
L"-c:~n
'~j.i >':........
ZIP Code
,'-) C)
'lC) 11
. ) ~.i'j
-~ --~
1_...1
)>
Firm Name (If Applicable)
First line of address
P.O. Box 159
-0
3:
Second line of address
N
.+:""
Ut
City or Post Office
Duncannon
State
DATE FILED
PA
17020
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG AT RE OF PERSON RESPON LE FOR FILING ETURN
V
1 DATE
. 3d .
f1w
70/6-
fio, &;0 IS9, V~ jl/l- 17Q~
, PLEASE USE 6RIGINAL FORM ONLY
DATE
10 -07
L
15056051058
Side 1
15056051058
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..J
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's
Steuart
E Golden
206-22-0054
RECAPITULATION
1. Real estate (Schedule A). ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . " 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
164,834.44
6. Jointly Owned Property (Schedule F) C) Separate Billing Requested. . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c.:;) Separate Billing Requested. . . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.,
...-----.-
164,834.44
15,608.56
87.66
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . " 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. .
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11.
15,696.22
149,138.22
12. Net Value of Estate (Line 8 minus Line 11) ..... .. . ...................... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
.............._.,_.."..'.....---_...._-_...~....,.....
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
149,138.22
.-.. -------.............--."'.....
15.
16.
17.
22,370.73
18.
22,370.73
22,370.73
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
".........
........,..,
L
15056052059
Side 2
15056052059
..J
REV-1500 EX Page 3
Decedent's Complete Address'
f'i!l!.N!lmQl!f
: :
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Steuart E Golden 206-22-0054
STREET ADDRESS
6 Coral Drive
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
22,370.73
1,118.54
Total Credits ( A + 8 + C ) (2)
1,118.54
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5)
21,252.19
A. Enter the interest on the tax due.
(5A)
(58)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
21,252.19
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... [i] 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ [i] 0
c. retain a reversionary interest; or.......................................................................................................................... Ii] 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... [i] 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [iI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 [i]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE E
CASH, BANK DEPOSITS AND MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF : Steuart E. Golden
FILE NUMBER: 2007-00488
(All property iointly-owned with Right ofSurvivorshio must be disclosed on Schedule F,)
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Bank Accounts
Members First Federal Credit Union
5000 Louise Drive
Mechanicsburg, P A 17055
a.) Savings account # 172648-00 $ 52.91
Accrued Interest DOD $ .01 $ 52.91
b.) Checking account # 172648-11 $ 4,627.02
Accrued Interest DOD $ .22 $ 4,627.24
c.) Savings account # 172648-05 $ 5,169.35
Accrued Interest DOD $ 2.45 $ 5,171.80
d.) Certificate of Deposit # 172648-41 $ 4,800.23
Accrued Interest DOD $ 4.89 $ 2,402.56
(Joint account with John Zaengle,
established 11/18/04)
e.) Certificate of Deposit # 172648-42 $ 5,216.69
Accrued Interest DOD $ 6.79 $ 5,223.48
(Joint account with John Zaeng1e,
established 08/22/06)
f.) Certificate of Deposit # 172648-43 $ 5,546.78
Accrued Interest DOD $ 7.22 $ 2,777.00
(Joint account with Marjorie Zaeng1e,
established 10/05/04)
g.) Certificate of Deposit # 172648-45 $ 5,382.18
Accrued Interest DaD $ 7.01 $ 2,694.60
(Joint account with John Zaengle,
established 09/01/05)
h.) Certificate of Deposit # 172648-46 $ 5,362.46
Accrued Interest DaD $ 6.98 $ 5,369.44
(Joint account with Marjorie Zaengle,
established 10/20/06)
i.) Certificate of Deposit # 172648-50 $ 19,301.31
Accrued Interest DaD $ 16.89 $ 19,318.20
j.) Certificate of Deposit # 172648-51 $ 4,805.45
Accrued Interest DaD $ 5.91 $ 2,405.68
(Joint account with Marjorie Zaengle,
established 12/06/04)
k.) Certificate of Deposit # 172648-52 $ 4,855.42
Accrued Interest DaD $ 4.71 $ 4,860.13
1.) Certificate of Deposit # 172648-53 $ 9,734.66
Accrued Interest DaD $ 12.31 $ 9,746.97
(Joint account with Marjorie Zaengle,
established 01/06/07)
ro.) Certificate of Deposit # 172648-54 $ 10,199.78
Accrued Interest DaD $ 12.30 $ 10,212.08
(Joint account with John Zaengle,
established 01/22/07)
n.) Certificate of Deposit # 172648-55 $ 6,372.39
Accrued Interest DaD $ 6.48 $ 3,189.44
(Joint account with Marjorie Zaengle,
established 09/03/04)
0.) Certificate of Deposit # 172648-56 $ 12,212.76
Accrued Interest DaD $ 15.03 $ 12,227.79
p.) Certificate of Deposit # 172648-57 $ 8,949.83
Accrued Interest DaD $ 11.01 $ 8,960.84
(Joint account with Marjorie Zaengle,
established 02/20/07)
2. Mobil Home
q.) Certificate of Deposit # 172648-59 $ 10,574.06
Accrued Interest DOD $ 13.01 $ 10,587.07
(Joint account with John Zaengle,
established 03/07/07)
r.) Certificate of Deposit # 172648-60 $ 4,812.13
Accrued Interest DOD $ 5.92 $ 2,409.03
(Joint account with John Zaengle,
established 03/20/06)
s.) Certificate of Deposit # 172648-61 $ 9,597.39
Accrued Interest DOD $ 11.81 $ 9,609.20
(Joint account with Marjorie Zaengle,
established 04/05/07)
1.) Certificate of Deposit # 172648-71 $ 11 ,348.16
Accrued Interest DOD $ 12.90 $ 11,361.06
u.) Certificate of Deposit # 172648-82 $ 3,764.76
Accrued Interest DOD $ 3.43 $ 1,884.10
(Joint account with Marjorie Zaengle,
established 02/04/05)
v.) Certificate of Deposit # 172648-83 $ 3,756.35
Accrued Interest DOD $ 3.42 $ 1,879.89
(Joint account with John Zaengle,
established 02/22/05)
w.) Certificate of Deposit # 172648-97 $ 11,241.47
Accrued Interest DOD $ 14.22 $ 11,255.69
(Joint account with Marjorie Zaengle,
established 06/26/06)
x.) Certificate of Deposit # 172648-98 $ 7,433.56
Accrued Interest DOD $ 9.40 $ 3,721.48
(Joint account with John Zaengle,
established 08/04/05)
1980 Homette 14x70 Serial number 0300324N
$ 4,250.00
3. Automobile
2005 Honda CRY EX
(see attachment)
$ 6,303.86
4. Cash/Miscellaneous
Erie Insurance Group
Refund Check
$ 396.00
Suburban Propane
Refund Check $ 1,936.90
TOTAL (Also enter on line 5. caoitulation) $164.834.44
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF Steuart E. Golden
FILE NUMBER 2007-00488
Debts of decedent must be reported on Schedule I
ITEM
NUMBER
DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
Funeral Home - Ewing Brothers Funeral Home, Inc.
$ 5,745.00
ADMINISTRATIVE COSTS:
I.
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) /EIN Number of Personal Representative(s)
Street Address:
City
State
Zip
2. ATTORNEY FEES
R. Scott Cramer Law Office
$ 8,220.00
3. FAMILY EXEMPTION: (If decedent's address is not the same as claimant's, attach explanation)
Claimant -
Street Address -
City -
State
Relationship of Claimant to Decedent
Zip -
4.
PROBATE FEES - Register of Wills of Cumberland County
$ 330.00
$ 339.00
$ 120.00
$ 100.56
$ 754.00
5.
PMI - Lease Payment
6.
Suburban Propane
7.
PPL - electric
8.
Darlene A. Zaengle - reimbursement for estate expenses
TOTAL (Also enter on line 9. Recapitulation)
$ 15.608.56
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTATE OF Steuart E. Golden
FILE NUMBER 2007-00488
ITEM
DESCRIPTION AMOUNT
1. Tristan Associates - medical bill
$ 87.66
TOTAL (Also enter on line 10. Recapitulation)
(lfmore space is needed, insert additional sheers of same size.)
$ 87.66
SCHEDULE J
BENEFICIARIES
ESTATE OF Harold L. Strawser
FILE NUMBER: 5007-0061
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT
SHARE OF ESTATE
A. Taxable Bequests:
1. Darlene A. Zaengle
no relation
Entire estate
ITEM
AMOUNT OR
NUMBER
NAME AND ADDRESS OF BENEFICIARY
SHARE OF ESTATE
B. Charitable and Governmental Bequest
NONE
CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $
(Ifmore space is needed, insert additional sheets of same Size)
To: R. Scot1 Cramer
Comp.ny: Attorney At LIW
MEMBERS 1"
PlmIUL CIlllDlT UNION
fACSIMIL' COVER SHEEt
D.tl: 8/2212007
. PaGI.lncludlnG cov.r:
From: Daniell. A. Kline. Insurance Services SpecIalist
(117) 60&-5427 or (800) 283-2328 extension 31~
FIX:(717)7;~178
I51Jnltdlll:lrnltmb.ra18~ aro
Ill.: Steulrt Golden
Per our telephone coversation. attached are copies of the corrected date 01 death
valUII showing the origln,1 open date for 811 certiflC8t1s that were Jointly owned.
PlesS. advise If any addltlona' information II needed. Thank you.
5000 Loul.. prlve. PO 10le 40, M.oh.,I"~ur;. PA 1705e www.member.1.torg
e
,., 1~
MEMBERS tit
.IDBIlAL ClUDrr IJIflOM
flEGU!:-M SAVINGS ACCOUNT: .\"
Account Number/SUffIx
Date Account Eltabl1lhed
Prlnclpel Balllnct at Date of Death
Aacruld Interllt to Dim of Death
Total Prlnclpel and Accrued Interest to Date of Death
Nlme of Joint Owner
CHICISlNC ACCOUNT: 11
Account Numberl$uff!x
Dlte Account e.wbUshed
Prl"clplll Salenee at D8te of o..th
Accrued Inter..t to Date of OMth
Total Principal ,"d Accrued Intnlt to DatI of Death
Nam. of Joint Owner
INVESTMENT MVINCHI ACCOUNT: .l(
~untNumb.t.9um~
oat. Account Eltlblishecl
Principal SlIance It Detl of Oelth
Accrued Intnlt to cate of ceMh
Total Princlpellnd Accrued InterMt to Date of Dlath
Name of Joint Owner
~!RTIFICATEI OF DEPOSIT:
Account NumberJSufftx
Date Account Established
Principal Ballnce at Oat, of Death
Accrued Intel'llt to Date of C..th
Total Prlnclplllnd Accrued Intereet to Date of Death
Nlme of Joint Owner
Date Joint OWnel'lhlp established
172848-00
12/16/1997
$52.91
'.01
$52.92
None
172148.11
0412012000
$4.827.02
$.22
$4,827.24
None
172848.05
0212312002
$5,189.35
$2 .415
$5,171.80
None
172848~1
1111812004*
$4,800.23
$4.89
$4,805.12
John Za.ngle
11/18/2004
*Rollover from certificate 172648-84. originally es1ablllhed 11/20/1999.
9ERT1'lCATIS 0' DEPOSIT:
AccountNumbwr.s~x
Date Account EetabUlhed
PrincIpal Balance at Date of Death
Accrued Interest to Date of Delth
Total Principal and Accrued Int.reat to Date of Oellth
Name of Joint Owner
Oat. Joint OWnership Established
172141..u.
08/22120015*
$5,216.e9
$6.19
$6,223.48
John Za.ngle
08/22/2006
*Rollover from certificate 172848-78. originally Istabliahed 02/2312002
_ _'O_. .___ow--'""--.-... "_.0"_'" ....._.-..~-~.....__. .-. -... ----...-.---.--
5000 Louise Drive. P,o.llox 4{) · Mcchanksb\.,rg.l't:nnsylva!1ia 17055 · (717) 697~ 1161 · wWVV.nlt'tnbl'rsht.org
CERTIFICATEI 0' DEPOSIT:
Acoount Nl.lmbtrJSufflx
Date Account EItablI."ed
Prlnclpal S.Ilnca It O.te of Death
AccnJId Interelt to Oa" of O.ath
Total PrincipiI and Accrued Interest to Date of Death
Name of Joint Own...
Oate Joint OWnnhlp Eltablished
112148..43
10/05/2006-
$5,546.78
$7.22
$8,SM.OO
Marjorie Zeengl.
10/0512004
*Rollover from certificate 172648-eo.orlglnelly established 10/05'2004.
;ERTIPICATD OF DIlPOSlT:
Account Number/Suffbc
Oate Account e.tabll8hld
Principal BIlence at Date of Deeth
Accrued In.....t to Oate of Death
Total Principal and Accrued Interest to Oate of Oeath
Name of JoInt Own...
Oate Joint Ownel'lhlp E,tsbllahed
172848-45
0910512006.
$5,382.18
$1.01
Se,389.1 Q
John Z_ngl.
09101/2005
-Rollover from c,ltlflcate172648-90, orlglr,ally eatebllshed 091Q1/200!l.
CERTIFlCATIS OF DEPOSIT:
Accaunt NumberfSufftx
Date Account e"'b1l1hed
Principii SlIance It CI. of Death
Accrued Inttrtlt to D8t8 of Dllth
Total PrlnclpW end Aocnted Interest to Date Of Oeath
Name d Joint Owner
Dale Joint Ownnhlp e.tebUehed
172148~
1012012006*
$5,362.46
$8.98
",3el9.'"
Ma~orle laengl.
101201200e
*Rollover from ~rtifjc:ate 172648-81, originally iltabllshed 1012012004.
CEtmPlCATD OF DEPOSllj J(
~untNumbwl8u~
OMe AcoOunt Eltablllhed
Prlnc:lpa' 8elance at Dete of Death
Accrued lnt8r.t to Oate of De.th
Total Prlnc:lpallnd Accrued Interest to Date of De.th
Name of Joint Owner
112848.aG
11120f2008
$19,301.31
$18.89
$19,318.20
None
eEIlTIPICATl1 OF DEPOSIT:
Account NumwlSufftx 172848-51
Dlte Account Eltlbll,hed 1210612008*
Prlnclpel Bllence It D.t, of Death $4,805.45
Accrued Int... to Dete of o.Bth SS.D1
Total Prlnclpel and AccrUed Intereet to Dete of Death $4,811.38
Nlme of Joint OWn.. Ma~orl. Zaengle
Olte Joint Ownership EstlbUshed 12/oe/2004
*Rollover from certificate 112848-44, originally 8.tabllshed 12J0612~,
CIR'nffCA,... ~"'08rr:
Account Numberl Ie
Oate Account Eltabll,hed
Princlpel Belance It Dati of Death
Accrued Inter.st to DIte of D.lIth
Totll Prlnclp.'lnd Accrued Intereat to Date of Death
Name of Joint Owner
x
112148-52
12120/2008-
$4,855.42
$4.71
. $4,860.13
None
-Rollover from certifioete 172848-58, ortglnally .,tabllshed 12/1812004.
CIRTIFICA't:1!1 OF DEPOSI~
Account Number/Sufflx
Dlte Account E.~II.hed
Prtnclpal Bel,nee It Date of Oeeth
Accrued InfII....' to Date of Ceath
Total PrincipII and Acorued Interest to olte of Deeth
Name of Joint Owner
Olt. Joint Ownership Eltlblishld
GIRTIFICATU OF DIPOSIT:
Account NumberlSuftIx
Olte AcooUnt Eetlblllhed
PrincipII Blllnae It Dlte of Death
Accrued Inte!'llt to Date of Ol.th
10tlll Pr\nclpeI .nd Accrued Inter..t to Dete of Death
Name r:I Joint Owner
Date Joint ewnnhlp EltabUlhed
CIR1'1FICATD 011 DIPOSIT:
Account Number/8uf11x
Dete Account Eltlblllhtd
Principal Balanoe It Date of Death
Accrued Interelt to Date of Death
Total Prlnclpalll'ld Accrued Intertlt to Date of Death
Name of Jolnt Owner
Olte Joint Ownerthlp Established
172148-53
0110612001
$;,734.ee
$12.31
$9,746.97
Marjorie Zaengle
01/0812001
172141-&4
0112212007
$10,199.78
$12.30
$10,212.08
John Zaengle
0112212007
172M1-P
0210312007-
$8,372.38
56.48
$6.378.87
Mlrjorie Zaengle
0910312004
-Rollover from ctrtlficate 112648-77, orlglnllly "tabUlheel 09/0312004.
gI!RTIFICA"(U OF DEPOSIT: ~
Account Numb.'Suflbc
Date Account Ettablllhld
PrIncipal Wince et Oate of Death
Acc:rued Int<<llt to Date of C..th
Totti Prlnctpeland Accrued Interllt to Date of Death
Name of Joint own..
172....H
0211512007*
$12,212.76
$15.03
$12,227.79
None
-Rollover from certlfio,te 17aS48-78, origlnllly established 09/1112004.
;ERT"IeIt.Ta.,oF MPOAIT:
Account Num6ii1lUffix
Oete Account Eltlblllhed
Principal BellI\CIe It Cate of Oe.th
Accrued Intnlt to Cite of Deatn
Totel Prlnclpal and AccNld Interest to Date of Death
N.me of Joint OWner
Cate JOint OWf'nhlp E.tablished
QIllnFICA'J'D OF DIPOIrr:.
AccOunt NumberlSuft'bc
Date AccOunt Eltabll,hld
Prlnclpel B.lance at Date of Death
Accrued Inter..t to Date of Death
Total PrinciPII Ind. Accrued Interest to Date of Ceath
Name of Joint owner
Cate Joint own.rthlp established
172M1-5T
0212012007
$8.949.83
$11.01
$8,960.IM
Marjorie Zaengl!
02/20/2007
172148-58
0310712001"
$10,574.08
$13.01
$10,581.01
John Zaengl.
03/0712007
..Purchased by transfer of funds from 1121348-00.
;eRT1P1CATla OF DePOSIT:
AccQunt Numb..rSufftx
Date Account EItIb/1I1'1ed
Prtnclpal BallnCe at Dlt. of Death
Accrued Intereet to Date of D.ath
Total Princlp.1 and Acc:rued tnter..t to Oate of Oeath
Name of Joint OWner
Oate Joint own_hip e,tIIbUshed
172648-tO
03/2012007.
$4,812.13
$5.92
$4,818.Q5
John %aengle
03/20/2ooe
.Ronover from certificate 172848-94, orlglnallv eltablished 03l201200fJ.
~1!.T'FICATM OF DEPOSIT:
Account Number/8umx
Oate Acoount EltabUlhed
Prlnclpel BetanOl .t Date of Oeath
Accrued IntlI'Mt to Date of O.ath
Total Princlp81lnd Accrued Intereat to Date of Ceath
Name of Joint Owner
Dete Joint ownership Eatllbliehacl
1n&4M1
04(0612007..
$9,597.3Q
$11.81
'9,809,20
Marior11 Zeengle
04/0Sf2007
.,
"Purchased by u8l'11fer of fundI from 172e48-oo.
~ERT'FICATE8 OF DEPOSIT: )(
~ntNum~~X 172e4'~1
Date AccOUnt Eltabllehed 0&/2812004..
Princlpel B,.ance It Date of Death $11,348,10
Accrued Inter..t to Dlte of Dnth $12.90
Total Prlnoipeland Accrued In"rllt to Cate of Death $111301.06
N.me of Joint Owner None
..Purchased by transfer of funds from 172648-05.
.'
CIRTIFICIVII tJ/I DI,OSIT:
Account NumbWl8umx
Oetl Aceount EttlbRehId
Principal BBlanCl It OMi of Death
Accrued I,..t to Dlte of Ceath
TotIl Principe! and Accrued Interelt to On of Death
Nllme of Joint OWner
Dete Joint OwnerIhlp E.t&bllshed
CIRTIFICATU OF DPOSIT:
Account NumberlSufl'b(
Date Account Eltlbllshecl
Principal BIII.notlt Date of Oeath
Accrued In'" to O.te of Oeath
Total PMclpIl ancI Accrued Interest to Cat. of Deattl
Name of Joint owner
Oate Joint Ownnhlp Established
CERi.PICATD OF DI!POSlt:
Account Number/Suffix
Date Account EltlbU.hed
Principal egnoe at Cate of Ceeth
Accrued Interet' to Date of Death
Total Principal and Accrued Intereat to 0_ of Death
Name of Joint Own.
Olte Joint ownership E.tablllhed
172&4...2
0210./2005
$3,764.76
$3.43
$3,788.19
M8~orIl Zalngle
0210412005
172148-83
02J22J2005
$3,158.35
$3.42
$3,'759.71
John Zaengle
02122/20015
172&48-87
0812812006.
$11,241.47
$14.22
$11 ,255.59
M.~orl' Zlengl.
06l2e/2008
*Rollover rrom eertlflcate 172648-12, originally establiShed 812312004.
CERTllliCATU Oil DEPOSIT:
Account NumbtrlSuffbc
Olte Account Eetllbllahed
Prlnolpal Blllneel' Date of Death
AocI'UId Interelt to Dete of Death
Totll Prlnclpellt'1d Accrued Interest to Date of Death
N.",e of Joint own.
Date Joint ewntrthlp Eltablished
17.2t41'"
07/0012006.
$1.433.88
59,40
$7,443.26
John laengle
0810412005
"Rollover from certiflcete 172648-89. originally established 08/0412005.
1m" of: ITEUART E. QOLDEN
Date of Death: May 10. 2001
Socii. eecurlty Number: 208-22..0054
~BERS 181 FEDERAL CREDIT UNION
~(}~.\OJ~
Danlelle A. Kiln'
Insurance Serv\cee Specialist
June 21, 2007
,:.,
, ,'.:...;,.
M.Ilal Bobby Rahal Motorcar Company
AUTOMOTIVE GROUP 10701l'erryHigliway
_ford, fa. 15090
(724) 935-9300
PLEASE ENJER MY ORDER FOR THE ~NG
o NEW .eTUSED 0 DEMO 0 CARel TRlJC1( 0 LOANER
YEA~:;/51~!t}tt11 I~l/ L~ITYPE
COLOR ,<)~t;j( TRIM I g::..
~l{ IS 11Z.lO iJIA:' .?Ulslu ~lllllJ .:?/4
'i>T~?lrl)' MILES CODE
I ESTIMATED DELIVERY
CASH 0
I DATE I I I TIME DAM
DPM
FINANCED 0 LEASE 0
. . . . . . . .
I MODEL I TYPE
I MILES I COLOR
YEAR
I MAKE
srocK NO.
TITLED TO:
Vii I I I
I
I I I
I I I
VEHICLE BEING TRADED-~N: 0 LEASE 0 ~~ 0 PAYOFF
DOES ANY OF niE FOLLOWING PERTAIN TO YOUR TRADE-IN:
R-Tilled. Branded Tille. True Miles Unknown (TMU) & Grey Market
DYES DNO
Customer's
Signlllure X
LICENSE PlATE NO.
I VALID EXPIRES
I'~ ,..-
/ .... 12:'), vN'/ 1/I\!iM
LIEN HOLDER !r1!wlltnf
ADDRESS
ACCT# I -7a (d'1 K ITITLE#
PHONE 1/l9:"'~~~/'1 1~~rL~l
VERIFIED BY
~o&r\e,...
. . . ..
NAME OF AGENT I PHONE
ADDRESS
POLICY NUMBER I VERIFIED BY I:~S
FROM:
INSURANCE CO. I COMP I COLL
., ..
o FACTORVWARRANTY . ThB r.ctory warranty constitutes 811 ollhe warranties with..-peel to the....
oIlh1s lilmfltema. The 8der Mr8by 8ICpI'8UIy disdBIrns 811 warranIkts, lither eJCpI'88&8d Of imptIedlnducing
any implied nfl'8rtty of men::hMtabiIiIy Of fitness tor a parlic:ufltl P\Jl1,'IOS8, and the MIIet neittI8I'_urnes
nor authorizes any oeher p8f'$On to assume for II 811)' liability In connection with the sale of this itenv'ltem8.
o USED CAR WARRANTY - THE INFORMAT1ON YOU SEE ON THE WINDOW FORM FOR nHS
VEHICLE IS PART OF THIS CONTRACT. "FORMATION ON THE WfNDOW FORM OYERRtDES ANY
CONTRARY PROVISIONS IN TtlE CONTRACT OF SALE.
o AS IS - This motor vehicle is sold ~AS IS~ without any warranty either expressed Of' implied. The
purchaser will bear the entire expense of repairing Of correcting any dlllIct ttlat presently exists at thlt may
occur in the vehicle.
PURCHASER'S .., o'!
SIGNATURj{X .'/" ,'J ' '/,'." '.'-
CO.PUR~R:S
SIGNATURE X
" >J.~1:~:~// ;:~:'D~TE
..-';'
DATE
THE ORDER PRICE OF THE MOTOR VEHiClE CANNOT BE INCREASED AFTER THIS ORDER
HAS BEEN ACCEPTED BY THE DEALER OR THE AUTHORIZED DEALER REPRESENTATIVE
UNlESS THE INCREASE IS DUE TO THE PASSAGE OF A LAW OR REGULATION OF THE
UNITED STATES OR THE' COMMONWEALTH WHICH: ReQUIRES ADDITION OF NEW EQUIP-
MENT TO CERTAIN VEHICLES; CHANGES IN TRANSPORTATION OR EXISTING TAX RATES:
OR. IN THE CASE OF FOREIGN MADE VEHICLES, IS DUE TO A RE-EVALlLfITlON OF THE
UNITED STATES DOlLAR VIS-A~VlSTHE CURRENCY OF THE COUNTRY OF MANUFACTURE.
THIS ORDER IS NOT BINDING UPON EITHER THE DEALER OR THE PURCHASER UNTil
SIGNED BY AN AUTHORIZED DEALER REPRESENTATIVE, YOU, THE BUYER MAY CANCel
THIS ORDER AND RECEIVE A FUll REFUND ANY TIME BEFORE RECEIPT OF A copy OF
THIS ORDER SIGNED BY AN AUTHORlZED DEALER REPRESENTATIVE BY GIVING WRITTEN
NOTICE OF CANCellATION TO THE DEALER.
Bobby Rahal VoIyO
(SOlS Pony Highway
-fold, Po. 15090
(724) 940-l4oo
VI/JlWl-)b!.kr
Bobby Rahal Jaguar
1503S Porry Highway
-fold, fa. 15090
(724) 940-3500
Bobby Rahal Aston Martin
IS03S Pony Highway
-fold, Po. 15090
(724) 940-3S30
DEAL NO. I CliENT NO.
DATE .:;~ 2.?';') :
OCCU""TION
~1\1
PURCHASEfi',,'-'''' ['I1},if. L<.,1J{'./1 A/';{ -1-/!;~ i,,; I /.::"
:y"l'i1I..'t~r(t::. tf1.~- /'v-~';r..:.,,,/"{~'Y.~;.l..-
CO-PURCH~~ l:->!j ll~ ~:)I, 3-1"[- t..iAit /' /.:"', (~/,~~~;,*~./
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COJ;IRESPONQErolCE TO
ADDRESS q;; ( ;;:.;;" /; /
crr't.-,4.' STATE /JI\
c..,.-,/lt-/lt.l /71
E-MAIL
.
RES. PHONE
C~LL '
PURCHASER'S SOC. SEC. NO.
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BUS. PHONE
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CO.PURCHASER'SSOC. SEC. NO.
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PURCHASER'S DRIVERS LICENSE NO. CO-PURCHASER'S DRIVERS LICENSE NO.
/ 7tl)) :V
PRICE OF VEHICLE
ACCESSORIES '
;1 tv' -
fit} .h~ JfI~"'.-tWlf li~
11'
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SERVICE PLAN
TYPE
MONTHS
MILES
, SUB TOTAL
1. TOTAL SALE PRICE OF VEHICLE
2. ALLOWANCE ON TRADE-IN
3. TAXABLE BALANCE (LINE 1 . LINE 2)
4. STATE SALES TAX
5. LUXURY TAX
6. REGISTRATION TITLE TRANSFER
7. ENCUMBRANCE MESSENGER
8. TAG PA.. TIRE TAX
9. ON-LINE REG. FEE DEALER ON-LINE REG. FEE
10 DOCUMENTARY FEE
LAST WILL AND TESTAMENT
OF
STEllART 'E. GOLDEN
I, STEUART g. GOLDEN, widower, of North Middleton Township (mailing
address: 6 Coral Drive, Carlisle, Pennsylvania 17013), Cumberland County,
permaylvania., beins of sound and disposing mind. memory and understanding, do
hereby make, publilh and declare tbis as. and for my Last Will and Teatamcflt
hereby revoking and making -void any and all Wills by me III any time heretofore
'made.
1.
2.
/,'
J diJ~ my.~~er named Executorto.P!lY all ofmy'j~~del?tsa~~ p.,'
funeral expenses 15 lOon after my death as may be found convenient to do
so. I direct that my a'Cecutor sba11 make appropriate artangemems at
Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle,
Pennsylvania, tbr my funeral services. that there be no viewing and that
my services u economical as may be reuo.nably possible, a.nd that my
body be interred on my buriallQt located in Cumberland Valley Memorial
OILmen! along Governor Ritm,r Highway near the Borough of' Caruste,
pea.nsylvania.
All of the rest. residue and remainder of my estate" real, parsonal and
mixed. and wheresoever the same may be situate, I give, devise And
bequeath to Darlene A. Zaengle, of935 Forge Road, Carlisle,
PcoJlsylvania 17013.
1 hereby nomina to, constitute and appoint .Darlene A. Zacmgle. as Executor
oftros my Last Will and Te5t8meDt and further direot that she shall not be
tcquited to post any bond to secufO tbe faithful perfonnance of her duties
in the commonwealth ofPetmsylvania Or in any other j~adictio~.
IN WITNESS "'HEREOF. I have ho{euDtO set my hand and seal to this my Last'
Will and Testament written on one (1) pa~ this J 'I _ day of ; ~c If r;,,-t; .
/'
3.
'Sf;;ib-l/-t JJ~Av- (SEAL)
Steuart E. Golden
Sign, sealed, published and declared by STEUART E. GOLDEN, the
Testator above named as and far his Last Will and Testament. in our presence.
who, in his prosence. at }ris request. and in the presence> of each other, have
hereunto subscribed OUT names as attesting witnesses.
-'
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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA
INVENTORY
Estate of Steuart E. Golden
No. 2007-00488
Date of Death - 5/10/07
S. S. # 206-22-0054
Personal Representative (s) of the above Estate, deceased, verify that the
items appearing in the following Inventory include all of the personal assets
wherever situate and all of the real estate in the Commonwealth of
Pennsylvania of said Decedent, that the valuation placed opposite each item
of said Inventory represents its fair value as of the date of the Decedent's
death, and that Decedent owned no real estate outside of the Commonwealth
of Pennsylvania except that which appears in a memorandum at the end of
this Inventory. I/We verify that the statements made in this Inventory are
true and correct. I/We understand that false statements herein are made
subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn
falsification to authorities.
Name of Attorney: R. Scott Cramer
Petitioners: Darlene A. Zaengle
I. D.
~ c::/
Address of Petitioner
935 Forge Road
Carlisle, P A 1701
Addr ss of Attorney:
Duncannon, P A 17024
Telephone No: (717) 834-5700
Dated:
Description
Value
1. Bank Accounts
Members First Federal Credit Union
5000 Louise Drive
Mechanicsburg, PA 17055
a.) Savings account # 172648-00 $ 52.91
Accrued Interest DOD $ .01 $ 52.91
b.) Checking account # 172648-11 $ 4,627.02
Accrued Interest DOD $ .22 $ 4,627.24
c.) Savings account # 172648-05 $ 5,169.35
Accrued Interest DOD $ 2.45 $ 5,171.80
d.) Certificate of Deposit # 172648-41 $ 4,800.23
Accrued Interest DOD $ 4.89 $ 2,402.56
(Joint account with John Zaengle,
established 11/18/04)
e.) Certificate of Deposit # 172648-42 $ 5,216.69
Accrued Interest DOD $ 6.79 $ 5,223.48
(Joint account with John Zaengle,
established 08/22/06)
f.) Certificate of Deposit # 172648-43 $ 5,546.78
Accrued Interest DOD $ 7.22 $ 2,777.00
(Joint account with Marjorie Zaengle,
established 10/05/04)
g.) Certificate of Deposit # 172648-45 $ 5,382.18
Accrued Interest DaD $ 7.01 $ 2,694.60
(Joint account with John Zaengle,
established 09/01/05)
h.) Certificate of Deposit # 172648-46 $ 5,362.46
Accrued Interest DaD $ 6.98 $ 5,369.44
(Joint account with Marjorie Zaengle,
established 10/20/06)
i.) Certificate of Deposit # 172648-50 $ 19,301.31
Accrued Interest DaD $ 16.89 $ 19,318.20
j.) Certificate of Deposit # 172648-51 $ 4,805.45
Accrued Interest DaD $ 5.91 $ 2,405.68
(Joint account with Marjorie Zaengle,
established 12/06/04)
k.) Certificate of Deposit # 172648-52 $ 4,855.42
Accrued Interest DaD $ 4.71 $ 4,860.13
1.) Certificate of Deposit # 172648-53 $ 9,734.66
Accrued Interest DaD $ 12.31 $ 9,746.97
(Joint account with Marjorie Zaengle,
established 01/06/07)
m.) Certificate of Deposit # 172648-54 $ 10,199.78
Accrued Interest DaD $ 12.30 $ 10,212.08
(Joint account with John Zaengle,
established 01/22/07)
n.) Certificate of Deposit # 172648-55 $ 6,372.39
Accrued Interest DaD $ 6.48 $ 3,189.44
(Joint account with Marjorie Zaengle,
established 09/03/04)
0.) Certificate of Deposit # 172648-56 $ 12,212.76
Accrued Interest DaD $ 15.03 $ 12,227.79
p.) Certificate of Deposit # 172648-57 $ 8,949.83
Accrued Interest DaD $ 11.01 $ 8,960.84
(Joint account with Marjorie Zaengle,
established 02/20/07)
2. Mobil Home
q.) Certificate of Deposit # 172648-59 $ 10,574.06
Accrued Interest DaD $ 13.01 $ 10,587.07
(Joint account with John Zaengle,
established 03/07/07)
r.) Certificate of Deposit # 172648-60 $ 4,812.13
Accrued Interest DaD $ 5.92 $ 2,409.03
(Joint account with John Zaengle,
established 03/20/06)
s.) Certificate of Deposit # 172648-61 $ 9,597.39
Accrued Interest DaD $ 11.81 $ 9,609.20
(Joint account with Marjorie Zaengle,
established 04/05/07)
1.) Certificate of Deposit # 172648-71 $ 11,348.16
Accrued Interest DaD $ 12.90 $ 11,361.06
u.) Certificate of Deposit # 172648-82 $ 3,764.76
Accrued Interest DaD $ 3.43 $ 1,884.10
(Joint account with Marjorie Zaengle,
established 02/04/05)
v.) Certificate of Deposit # 172648-83 $ 3,756.35
Accrued Interest DaD $ 3.42 $ 1,879.89
(Joint account with John Zaengle,
established 02/22/05)
w.) Certificate of Deposit # 172648-97 $ 11,241.47
Accrued Interest DaD $ 14.22 $ 11,255.69
(Joint account with Marjorie Zaengle,
established 06/26/06)
x.) Certificate of Deposit # 172648-98 $ 7,433.56
Accrued Interest DaD $ 9.40 $ 3,721.48
(Joint account with John Zaengle,
established 08/04/05)
1980 Homette 14x70 Serial number 0300324N
$ 4,250.00
3. Automobile
2005 Honda CRY EX
(see attachment)
4. Cash/Miscellaneous
Erie Insurance Group
Refund Check
Suburban Propane
Refund Check
TOTAL
$ 6,303.86
$
396.00
$ 1,936.90
$ 164,834.44
R. SCOTT CRAMER
ATTORNEY AT LAW
5 S. MARKET ST., P.O. BOX 159
DUNCANNON. PENNSYLVANIA 17020
(717) 834-5700
FAX NO. (717) 834-9012
July 30, 2007
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, Pennsylvania 17013
RE: Estate of Steuart E. Golden
Dear Sir/Madam:
please find enclosed herewith an original and one (1)
copy of the Pennsylvania Inheritance Tax Return along with
an Inventory for the above-referenced estate.
Also enclosed is a check in the amount of $21,252.19
which represents the tax owing and a check in the amount of
$15.00 for the filing fee.
Should you have any questions regarding same, please
do not hesitate to contact my office.
~rU1Y yours
Is~ott Cramer
o
So
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Enclosures
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