HomeMy WebLinkAbout09-04-07
11
..
.-J
15056041147
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
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
File Number
1125
QJlte of Birth
188124437
12132006
05151921
Decedent's Last Name
Suffix
Decedent's First Name
MI
STANSFIELD
CHARLES
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
o 1. Original Return
o 4. Limited Estate
[K]
o
6. Decedent Died Testate
(Attach Copy of Will)
D 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
0 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
00 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
D 10 Spousal Poverty Credit ~date of death D 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -1-95) (Attach Sch. 0)
9. Litigation Proceeds Received
iORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
GREGORY K. RICHARDS ESQ. 7175333280
Firm Name (If Applicable)
JAMES, SMITH, DIETTERICK &
134 SIPE AVENUE
~C)
.:.>,--
"-~~-~
::0
n--,
(:--,;
c)
~ r )
,- .
~. J
First line of address
Second line of address
;g
HUMMELSTOWN
State
PA
ZIP Code
17036
DATE At-ED
City or Post Office
a
Correspondent's .mail address:
Gerald L. Stansfield
Gregory K. Richards, Esq.
, Hummelstown, PA 17036
Side 1
L
15056041147
15056041147
--1~
-.J
15056042148
REV-1500 EX
Decedent's Name: Charles E. Stansfield
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.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............ 7.
8. Total Gross Assets (total Lines 1-n.................................................................. 8.
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.
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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 1'4'iBX8ble
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
1,792,554.78
16.
0.00
17.
20,000.00
18.
19. Tax Due....................... ....... __............................... ........................... n...... ............. 19.
20. Fill IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
188124437
12,898.93
310,761.44
8,800.79
1,559,619.69
1,892,080.85
29,273.20
50,252.87
79,526.07
1,812,554.78
1,812,554.78
0.00
80,664.97
0.00
3,000.00
83,664.97
D
15056042148
-.J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-06-1125
DECEDENT'S NAME
Charles E. Stansfield
STREET ADDRESS
299 E. Green Street
CITY I STATE !ZIP
Shiremanstown PA 17011-6718
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
(2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is thEOVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is theBALANCE DUE
(3)
(4)
(5)
(SA)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
83,664.97
0.00
83,664.97
83,664.97
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
o
o
o
o
o
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death.?....... 0
4. Did decedent own an Individual Retirement ACcount, annuity, or other non-probate property which
contains a beneficiary designation?...................... .... ...................................... ...... ......................... ..... .... ....... 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.............................................................................
b. retain the right to designate who shall use the property transferred or its income;................................
c. retain a reversionary interest; or........................... .................................u ........................... __., ..............
d. receive the promise for life of either payments, benefits or care?..........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................. ...................................................................................
No
o
D
D
o
D
o
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 statutmoes not exemota 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 of transfers to orfor the use of the decedent's siblings is twelve (12) percent [72 P .5. 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.
Rev.1503 EX....(6-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
All property JOIntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 177.5 shares of PNC Financial Services Group, Inc- 72.67 12,898.93
valued per public listing
TOTAL (Also enter on line 2, Recapitulation) 12,898.93
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-15GB EX+~6-9B)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property JoIntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 PNC Bank checking account # 5140237221 - valued per letter dated July 20, 2008
VALUE AT DATE
OF DEATH
3.717.49
2 PNC Bank checking account # 5140241378 - valued per letter dated July 20,2007
2.763.17
3 2000 Lincoln Towncar - valued Per sales price
9.000.00
4 2004 Chevrolet Silverado - valued per Kelley blue book - good condition
14.005.00
5 AIG American General - life insurance proceeds on the life of Carol S. Swanson -
decedent was a 36% beneficiary of policy
9.000.00
6 Pioneer Investments IRA Acount # 00705229795 - estate is beneficiary - valued per
211.314.10
7 Pioneer Investments IRA Acount # 06202583966 - estate is beneficiary - valued per
60.961.68
TOTAL (Also enter on Line 5, Recapitulation)
310.761.44
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
~''''EX+._I .
COMMONWEALT1-f OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Gerald L. Stansfield
ADDRESS
RELATIONSHIP TO DECEDENT
Son
6 Randi Road
Enola, PA 17025-1821
B. Bryan W. Stansfield
303 Allen View Drive
Mechanicsburg, PA 17055
Son
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSE'" INTEREST DECEDENTS INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 4121/1997 Pioneer Small Cap Value Fund - valued 17,601.58 50.000% 8,800.79
per letter dated January 23,2007
TOTAL (Also enter on Line 6, Recapitulation) 8,800.79
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule F (Rev. 6-98)
Rev-1510 EX+.(6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM .................... u. IIUI'I OF. ,...... ...., I Y DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 Brian H. Graeff - gifts made during 2006 12,000.00 3.000.00 9.000.00
2 Bryan W ~ Stansfield - 1.2% interest in Stansfield 13,063.37 3.000.00 10.063.37
Family Limited Partnership gift made 01/02/2006
3 Bryan W. Stansfield - gifts made during 2006 4,800.00 4.800.00
4 Gerald L. Stansfield - 1.2% interest in Stansfield 13.063.37 3.000.00 10,063.37
Family Limited Partnership gift made 01/02/2006
5 Gerald L. Stansfield - gifts made during 2006 13.200.00 13.200.00
6 Gloria L. Stansfield - gifts made during 2006 12.000.00 3.000.00 9,000.00
7 Roellen M. Stansfield - gifts made during 2006 12.000.00 3.000.00 9.000.00
8 Sandra K. Graeff - 1.2% interest in Stansfield 13.063.37 3.000.00 10.063.37
Family Limited Partnership gift made 01/02/2006
9 Sandra K. Graeff - gifts made during 2006 13.200.00 13.200.00
10 193.13 units of Federated Capital Reserve Money 193.13 193.13
Market - titled in the Charles E. Stansfield Living
Trust U/AlD 2/9/96 held in the Pershing LLC
Account No. 4NP-409697 valued per letter dated
January 31,2007
11 591 shares of Goldcorp Inc New Common - titled 16.941.02 16,941.02
in the Charles E. Stansfield Living Trust U/AlD
2/9/96 held in the Pershing LLC Account No.
4NP-409697 - valued per letter dated January 31,
2007
Total of Continuation Schedules See attached
pages
TOTAL (Also enter on Line 7, Recapitulation) 1.559.619.69
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc,
Form PA.1500 Schedule G (Rev. 6-98)
Rev.1510 EX+. (6-98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABlE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
12 2,360 shares of Healthsouth Corp - titled in the 57.135.60 57.135.60
Charles E. Stansfield Living Trust U/AlD 2/9/96
held in the Pershing LLC Account No.
4NP-409697 - valued per letter dated January 31,
2007
13 Personal Property - appraised by Ziegler Auction 1.130.00 1.130.00
Co per letter dated 01/18/2007
14 Personal Property - appraised by The 775.00 775.00
Sportmen's Connection per letters dated
12/30/2006
15 Personal Property - appraised by The 1.045.00 1.045.00
Sportmen's Connection per letters dated
01/03/2007
.
16 Personal Property - sold at auction 760.35 760.35
17 Pioneer Equity Income Fund - titled in the 56.985.71 56.985.71
Charles E. Stansfield Living Trust dated
02/09/1996 valued per letter dated January 23,
2007
18 711.485 units of Pioneer Mid Cap Value Fund - 16.300.12 16,300.12
titled in the Charles E. Stansfield Living Trust
dated 0210911996 valued per letter dated January
23,2007
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev. 6-98)
Rev-1510 EX... (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER ATTACH A COpy OF THE DEED FOR REAL. ESTATE.
19 Pioneer Small Cap Value Fund - titled in the 1,622.58 1,622.58
Charles E. Stansfield Living Trust dated
02/09/1996 valued per letter dated January 23,
2007
20 1,103.251 units of Pioneer Value Fund - titled in 18,655.97 18,655.97
the Charles E. Stansfield Living Trust dated
0812411978 valued per letter dated January 23,
2007
21 594 shares of PNC Financial Services Group, Inc 43,165.98 43,165.98
- titled in the Charles E. Stansfield Living Trust
U/AlD 2/9/96 - valued Per public listing
22 Real Estate located at 15 East Main Street 110,033.00 110,033.00
Shiremanstown, PA · titled in the Charles E.
Stansfield Living Trust dated February 9, 1996
valued per tax assessment * coman level ratio
$96,520*1.14 = 110,033
23 Real Estate located at 220 East Main Street. 214,160.00 214,160.00
titled in the Charles E. Stansfield Living Trust
dated February 9, 1996 valued per tax
assessment * coman level ratio $187,860*1.14 =
214,160
24 Real Estate located at 299 East Green Street 187,815.00 187,815.00
Shiremanstown, PA - titled in the Charles E.
Stansfield Living Trust dated February 9, 1996
valued per tax assessment * coman level ratio
$164,750*1.14 = 187,815
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev. 6-98)
Rev.1510 EX.. (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
25 Real Estate located at 302 East Main Street, 155,416.00 155,416.00
Shiremanstown, PA - titled in the Charles E.
Stansfield Living Trust dated February 9, 1996
valued per tax assessment * comon level ratio
$136,330*1.14 = 155,416
26 1,400 shares of Rite Aid Corporation - titled in 7,483.00 7,483.00
the Charles E. Stansfield Living Trust U/A/D
219196 held in the Pershing LLC Account No.
4NP-409697 - valued per letter dated January 31,
2007
27 Stansfield Family Limited Partnership - 3.00% 35,556.65 35,556.65
held as general partner titled in the Charles E.
Stansfield Living Trust dated February 9, 1996-
valued per letter dated January 31, 2007
28 Stansfield Family Limited Partnership - 36.73% 435,331.98 435,331.98
held as limited partner titled in the Charles E.
Stansfield Living Trust dated February 9, 1996 -
valued per letter dated January 31, 2007
29 2,181.867 units ofT. Rowe Price Service 80,554.53 80,554.53
Small-Cap Stock Fund account 5001008135-7-
titled in the Charles E. Stansfield Living Trust,
U/DIT dated 2/9/96 valued per letter dated
February 8, 2007
30 817.144 units ofT. Rowe Price Small-Cap Stock 30,168.96 30,168.96
Fund account 7207-0 - titled in the name of
Charles E. Stansfield U/DIT dated 9nn8 valued
per letter dated February 8, 2007
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
REV.1151 ex,.. (12.99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Stansfield, Charles E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-1125
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) "attached 12,054.55
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees James, Smith, Dietterick & Connelly, LLP 15,000.00
3. Family Exemption: (If decedent's address is not the. same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 396.33
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,822.32
TOTAL (Also enter on line 9, Recapitulation) 29,273.20
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev.1502 EX... (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Headstone engraving
300.00
2
Malpezzi Funeral Home - Funeral Costs
10.828.76
3
Malpezzi Funeral Home - additional funeral expenses
233.91
4
Mechanicsburg Club - funeral luncheon
691.88
Subtotal
12.054.55
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1512 EX.. (6-98)
.
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Stansfield, Charles E.
FILE NUMBER
21-06-1125
ESTATE OF
Include unrelmburaed medical expen....
ITEM
NUMBER DESCRIPTION
1 Bank of America - final payment
VALUE AT DATE
OF DEATH
56.77
2 Crystal J. Snyder - Payment in full for nursing services
1.200.00
3 PNC Bank Loan Account Number 40-01-008110124054 - 1/2 of joint obligation -
valued per letter dated August 24, 2007
39,604.10
4 U. S. Treasury - 2006 balance personal income tax
9,392.00
TOTAL (Also enter on line 10, Recapitulation)
50,252.87
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Charles E. Stansfield 188.12-4437 12/13/2006
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Crystal J. Snyder Friend $20,000 specific 20,000.00
340 N. 72nd Street bequest
Harrisburg, PA 17111
2 Sandra K. Graeff Daughter real estate located at 562,858.59
32 A Young Road 299 East Green
Charlton, MA 01507.1560 . Street; 1/3 residue
3 Bryan W. Stansfield Son real estate located at 589,203.60
303 Allen View Drive 220 East Main Street;
Mechanicsburg, PA 17055 1/3 residue
4 Gerald L. Stansfield Son real estate located at 640,492.59
6 Randi Road 15 East Main Street
Enola, PA 17025.1821 and 302 East Main
Street; 1/3 residue
Total 1,812,554.78
1
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Gerald L. Stansfield
Personal Representative(s) of the Estate of Charles E. Stansfield
} 55
}
File Number 21-06-1125
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. S 4904 relating to unsworn falsification to
authorities.
deceased, depose(s) and say(s) 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 is inventory. I'..)
o C~
}l ~ ~
r >;0 o-J
Gerald L. Stansfield
}
, - ;-,
f-,-'
.)
J_I
(-) ()
;.~~ :-':h
j=o
'" --I
-0
-,-
-.l;l:!&
Attorney - (Name)
(Firm)
(Address)
(Telephone)
~335
Gregory K. Richards Esq.
James, Smith, Dietterick & Connelly, LLP
134 Sipe Avenue, Hummelstown, PA 17036
717/533-3280
(Supreme Courti.D. No.)
DATE OF DEATH
12/13/2006
LAST RESIDENCE 299 E. Green Street
Shiremanstown, PA 17011-6718
FIGURES MUST BE TOTALED
DECEDENT'S SOC. SEC. NO.
188-12-4437
Personal ProDertv
Cash......................................................................... ..... .... ........ .....
Personal Property.........................................................................
Stocks/Listed.... ............. ................. ......... .................................. ....
Stocks/Closely Held......................................................................
Bonds.......................................................................................... ...
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property.........................................................................
278,756.44
32,005.00
12,898.93
Total Personal Property... ..... ..... ............................
323,660.37
Total Real Property.............................. ..... ........ .....
Total Personal and Real Property.........................
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. e.s. S 3301 (b))
Form RW-09 Rev, 10-13-2006
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
r
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-06-1125
DATE OF DEATH
12/13/2006
LAST RESIDENCE 299 E. Green Street
Shiremanstown, PA 17011-6718
DECEDENT'S SOC. SEC. NO.
188-12-4437
Cash
.Pioneer Investments IRA Acount # 00705229795 - estate is beneficiary - valued
per
211,314.10
Pioneer Investments IRA Acount # 06202583966 - estate is beneficiary - valued
per
60,961.68
PNC Bank checking account # 5140237221 - valued per letter dated July 20,
2008
3,717.49
PNC Bank checking account # 5140241378 - valued per letter dated July 20,
2007
2,763.17
Total Cash
278,756.44
Personal PrODertv
2000 Lincoln Towncar - valued per sales price
9,000.00
2004 Chevrolet Silverado - valued per Kelley blue book - good condition
14,005.00
AIG American General -life insurance proceeds on the life of Carol S. Swanson
- decedent was a 36% beneficiary of policy .
9,000.00
Total Personal Property
32,005.00
Stock I Listed
177.5000 shares PNC Financial Services Group, Inc - valued per public listing
12,898.93
Total Stock / Listed
12,898.93
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
323,660.37