HomeMy WebLinkAbout01-0616
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ATTORNEY AT LAW
117 South Hanover Street
Ca.rlisle, Pa.. 17013
Phone:(717j 245-8508 Fax:(717) 245-8538
www.adamslaw.net
V1A FAX: 240-7797
July 2,2001
Mary C. Lewis, Register of Wilh;
Cumberland County Courthouse
Carlisle, Pa. 17013
Re: Will/name verification.
Dear Mary:
Please allO\\l this letter to confirm that William Bigler Stunkard also used
the name of W. Bigler Stunkard during his lif~imc. He signed his name aSW.
Bigler Stunkard on the codicil 11.17 -1997.
Please amend the Petition to accuratelY':reflect the names used by Mr.
Stunkard. Please also amend any other paperwork filed under the same case
no. to renect this change,
Thank you for your kind cooperation ar:.rl consideration in this matter.
Please contact me if thcrc are an.~ questions regarding the abovc.
Very tnlly yours,
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PETITION FOR PROBATE and GRANT OF LETTERS
Estate of. IN~ I hQVhg~/e,rShI,J<4nfNO. ~/-al-'If.
also known as W. Bigler unkard To:
Register of Wills for the I J
Deceased. County of c.""u'?7!2er La VI C!. in the
Social Security No. ) Ii ~ c:> 7 j ~~ 9 7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
. Your peti~ioner(s), who is/are 18 years of age or older an~execut r.~'
III the last wIll of the above decedent, dated ~J rJ.r) (fO",:,-'_. J 1f'
.
and codicil(s) dated S - I;:::} -<'7'5- , .
if - I 7. ~q7
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C-o--n., I
h '\ S last family or principal residence at ,,;).
(list street, number and muncipality)
Decendent, then ~ c:, ..rears of age, died ::r- u..... e.- cl I ,de 0 ,
at I\) -.Q.u) V) L' _ I ~. l I a.. '-\ \
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$-175": oco I~
$ .
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF Cunberland J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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~o. 21-2001-616
Estate of WILLIAM BIGLER STUNKARD , Deceased
a/k/a/ W. Bigler Stunkard
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW Juty 2nd. t~ ?'OOl, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Codicil (1) 11-17-1997 , Ch'lir.il (?~ 1 18,1995
described therein be admitted to probate and filed of record as the last will of Will 1-18th,1 95
WILLIAM BIGLER STUNKARD. Fl /k I i'l TAT RIGLFR 5Tl~IK'\RI?
and Letters 'TESTAMENTARY
are hereby granted to BLANCHE ELIZABElli BAIN AND SYLVIA D.!_ ~m
FEES
Probate, Letters, Etc. ......... $ 235 .00
Short Certificates( 1J). . . . . . . . .. $ 30.00
Renunciation ................ $
Codicil (2) 10.50x2 21.00
Jc~ages TOTAL _ ~ 1~:~8
Filed .. .J:\lty. .2no,2P.Ql....... S. .303..00.
JANE ELIZABETH ADAMS 79465#
ATTORNEY (Sup. Ct. 1.D. No.)
117 S. HANOVER STREET
ADDRESS
CARLISLE, PA 17013
PHONE (717)245-8508
Call Attorney D'arie EliZabeth Adams
HI05.805 REV 9/8(,
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
a-.. ~R~"
-
Fee for this certificate, $2.00
p
7430579
JUN 2 5 JOOt
ate
21-2001-616
'3 R.. 2117
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
SEX
SWE ''1.1 HU.....
SOCIAl. SECURITY NUMBER
IolARITALswua._
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MClLrrv NAME (U not~. gtve.... and numberl
a.Mo.le. J. 186 - 07 3
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WEAE AUTOPSY FINDINGS
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COfl8'lETION 01 CAUSE
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DUE 10 toR ASA CONSEOUENCE 01'):
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DUE rotoR AS A CONSEQUENCE 01'):
_RDl'DEATH
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DATE OF INJURY
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rIUE OF INJURV
INJURv AT ~7
DESCRI8E HOWINJURY~D.
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-- -PRONCM tNCINQ AND ceRTWYtHQ PHYSICIAN (~bOth ;)eOl'lOuoclOQ (j8a1h Mld cerllfylng 10 cause gI death,
"3 Te........otM~l&nowtedge. ...OCCw.............. date, and place. .nd......1O thee.......) aM manneu. ...IN.................
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..-- 'IIIEDlCAL EllAIlIHERlCORONER
On the...... ".....un.lIon andIor 'n..,..tlpIion, U't my opinion. de_"" occurred at the time. elate, ~ place, and elueto the cauM(a) Mid
........... .tat.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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21-2001-616
31iast lUil1 nub <!r~stam~nt
I, William Bigler Stunkard, of 23 Fry town Road, Newville,
Cumberland County, Pennsylvania, being of sound mind and memory,
do make, publish and declare this my Last will and Testament,
hereby revoking and declaring null and void any and all wills and
codicils by me at any time heretofore made.
FIRST: I direct my Executors to pay my just debts, the
expenses of my last illness and my funeral expenses.
SECOND: I give and bequeath all of my household goods,
automobiles and purely personal effects, to my daughters, Blanche
Elizabeth Hain and Sylvia D. Putt, as they shall mutually agree,
if they survive me. In the absence of such agreement, the
household goods shall be sold and the funds distributed in equal
shares to my daughters, if they survive me.
THIRD:
I give, devise and bequeath all the rest, residue
and remainder of my estate to my daughters, Blanche Elizabeth
Hain and Sylvia D. Putt, and Farmers and Merchants Trust Company
of Chambersburg, Chambersburg, Pennsylvania, IN TRUST, for the
benefit of my daughters, Blanche Elizabeth Hain and Sylvia D.
Putt.
A. The Trustees shall pay the net income thereof in
equal shares to my said daughters, for and during their
lifetimes. Upon the death of either of my daughters, during the
trust for their benefit, or should either of my daughters
predecease me, one-half (1/2) of the assets of the trust, as it
Page 1 of a Five-Page will
is then constituted, or one-half (1/2) of this share of my
estate, as the case may be, shall be distributed in equal shares
among my following named grandchildren, namely, Kimberly K.
Smith, Lori Propst, Elizabeth Ann Hain, Karen Lopez, William
Putt, and Terrence Putt, if they are then surviving.
Should any of my above-named grandchildren not be then
surviving, his or her share shall be distributed to his or her
issue, per stirpes, then surviving.
B. Upon the death of the survivor of my daughters,
her share shall be distributed equally among my following named
grandchildren, Kimberly K. Smith, Lori Propst, Elizabeth Ann
Hain, Karen Lopez, William Putt, and Terrence Putt, if they are
then surviving. Should any of my grandchildren not be then
surviving, his or her share shall be distributed to his or her
issue, per stirpes, then surviving.
I have not included my grandson, Richard E. Hain, in
Subparagraphs A and B for a share of my estate for reasons which
should be apparent to him.
FOURTH: I direct my Executors to payout of the principal
of my estate, all federal estate, state inheritance, estate and
succession taxes imposed upon or with respect to my estate or any
property in which I may have an interest, including any property
not forming a part of my testamentary estate, but included in my
gross estate for tax purposes, in such manner as my Executors, in
their sole discretion, shall deem advisable; and no such taxes or
any portion thereof so paid shall be collected from or paid by
Page 2 of a Five-page Will
any other person, persons, or corporations by way of reimburse-
ment, proration, apportionment or otherwise.
FIFTH: I name and appoint my daughters, Blanche Elizabeth
Hain and Sylvia D. Putt, Executrices of this, my Last Will and
Testament. Should either of my daughters fail to qualify or
cease to act as Executrix, I name and appoint Farmers and
Merchants Trust Company of Chambersburg, Chambersburg,
Pennsylvania, as Co-Executor with my other surviving daughter.
I direct that my personal representatives shall not be
required to post bond for the faithful performance of their
duties in this or in any other jurisdiction.
SIXTH: Should any person entitled to a share of my estate
be under the age of twenty-one (21) years at the time for
distribution to him or her, I devise and bequeath the share of
each such person to Farmers and Merchants Trust Company of
Chambersburg, Chambersburg, Pennsylvania, IN SEPARATE TRUST, to
hold, manage, invest and reinvest the share so received and the
accumulation of income thereon and to use and apply the income or
principal, or so much thereof as, in the Trustee's sole
discretion, may be necessary or appropriate for the person's
support and education, including college education, both graduate
and undergraduate, without regard to his or her natural
Guardian's ability to provide for such support or education, or
to make paYment for these purposes without further responsibility
to such person or to anyone taking care of such person. Any
principal or income not so applied shall be distributed to such
Page 3 of a Five-Page Will
person absolutely when he or she attains the age of twenty-one
(21) years. If the person dies before attaining age twenty-one
(21), the trust shall terminate and such share shall be
distributed to his or her personal representative.
IN ~SS WHEREO~. reunto set my hand. .and s.e. al
this / day o fLY , 1995.
~~
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. ~i 'iarf1igle tunkard
WITNESS:
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Page 4 of a Five-Page Will
.
.
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF FRANKLIN
We, William Bigler Stunkard, Richard K. Hoskinson, and Linda
N. Dickinson, the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly affirmed, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as
his Last will and that he signed willingly, and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the will as witness and that to
the best of their knowledge the Testator was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
t~-<<~i:l';A~~da#~i:!~(:J~j
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Richard K. Hoskinson, Witness
.j) - /I c::\ II' I
~YJ.~
Linda N. Dickinson, Witness
Subscribed, affirmed, and acknowledged before me by William
Bigler Stunkard, Testator, and subscribed and affirmed before me
j~ Richard K. Hoskinson and Linda N. Dickinson, witn.esses, this
~ day of rlAN"~ ' 1995. . g ~
G4 PUBLIC
I. .
NOTARIAL SIAL
ETeJ)'D L. SJareiner, Notary PDltc
Bora of Cbambersburg, J.l'raDkJIu 00
My ~ "'- Fob. U..,
Page 5 of a Five-Page Will
Estate No: 21-2001-616
COdicils to my will dated January 18, 1995
If my daughters, Blanche Elizabeth Hain or Sylvia Darlene Putt
predecease their husbands, Richard W. Hain or Lester Putt, the in-
come that each has been receiving from my estate shall go to the
surviving husband at the rate of $1000.00 per month until his death
and before the principal of my estate is distributed to my grand-
children.
MY youngest grandchild, Richard Earl Hain, shall not inherit
from my estate directly but what would have been his share, (1/7 ~f
the estate) shall go to his daughter, Brittany Hain, my great grand-
daughter.
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ESTATE NO 21-2001-616
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21-2001-616
REGISTER OF WILLS OF Cunberland COUNTY
OATH OF SUBSCRIBING WITNESS
Usrslf. fY\. t=>u-n- ,
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(BaCh) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that I was present and saw
William Biqler Stunkard.a/k/a W. Bigler Stlmkarrl
the testatnr , sign the same and that I signed as a witness at the
request of testatnr in h is presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). ~
Sworn to or affirmed and subscribed before + ~
me this 29th day of ~ (Name)
2001 ~.s- e A/cK 'Va,! 73d I"'" (~~ ~,,"'N(;.r/ ~ /7007
~ . (Address)
Register' r
(Name)
(Address)
21-2001-616
REGISTER OF WILLS OF Cunberland COUNTY
OATH OF NON-SUBSCRIBING WITNESS
5:t/V/A U ~uT\ ,
(eBb) 1l-SUhsciber-her-ek),-fea~ being duly qualified according to law, depose(s) and say(s) that
~he is familiar with the signature o~i.am Bigler Shmkarrl,
ajkta W. Blgler Stunkard codicil .,j)
testat~ of (olJC::".:-@f the ~ib.ing,._v'itRe33C!.-tl@.) the '3IiIt. ~.~ ted herewith and
~
that She believes the signature on th~:' will ~s in the handwriting of
William Bigler Stunkard,ajkja W.Biqler S~kard
to the best of her
knowledge and belief.
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(Name)
.25' EA/cK ])N> &//"iv'l ~R./^,?~ Il / 'JOt:) 7
(Address)
Sworn to or affirmed and subscribed before
me this 29th day of
June ~ 1!l'2001
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Ma . L~is R~~t
Reg'ster of Wills
(Name)
(Address)
~
IN RE: ESTATE OF
WILLIAM BIGLER STUNKARD
: REGISTER OF WILLS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 616 of2001.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: William Bigler Stunkard
Date of Death: June 21, 2001.
Will No. 616 of 2001.
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on:
March 1, 2000.
~
Address
William Putt
4126 Kittantinny Drive, Mechanicsburg, Pa. 17055
Lori Propst
2204 Autumnwood Drive, State College, Pa. 16801
Karen Lopez
14826 N. 50th Place, Scottsdale, Arizona, 85254
Elizabeth Meranto
14823 N. 51st St., Scottsdale, Arizona, 85254
Kimberly Smith
20 Los Alamitos Circle, Hanover, Pa. 17331
Terry Putt
178 Wilson Lane, Fayetteville, Pa. 17222
Brittany Hain
23 Frytown Road, Newville, Pa. 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date:~ . U;; ~ 0 )
BY:
J e
.D.
11 uth Hanover St.
Carlisle, Pa. 17013
(717) 245-8508
Counsel for Personal Representative.
".. ._~
RENUNCIATION.
In Re Estate of William Bigler Stunkard, deceased. No 616 of 2001.
To the Register of Wills of Cumberland County, Pennsylvania.
Whereas, Farmers & Merchants Trust Company, of Chambersburg, Pennsylvania, was
appointed by will dated January 18, 1995 as Trustee by the above-name decedent. Whereas, on
this /C;"7:!:i.
day of .{Sbr~2001, Farmers & Merc~ants Trust Company does
hereby renounce the right to act as Trustee under the Last Will and Testament.
WITNESS: {OU1u'fFtn~t.ifl
Date: 1;)/19/0/
ATTEST:
Date: 12(lq /0 I
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Title, Address. '
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Signature .
1Iss-b. Corpo,r&~(el;Lrr
po. /3ox 6010 fiamhe/'sbHr// fJ/J /72<:>/
Title, Address.
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217
REV-1500 EX (8-00)
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COMMONWEAL TH OF
PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
<=-
FILE NUMBER
d.\ 01
(ollo
COUNTY CODE YEAR
NUMBER
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fil
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187-07-1397
6/21/2001
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
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01.
04.
06.
09.
Lim~ed Estate
Original Retum
o 2. Supplemental Retum
04a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
010. Spousal Poverly Credit (date ordealh between 12-31-S1and 1-1-115)
03.
05.
Remainder Return (dale of death prior to 12-13-82)
Decedent Died Testate (Attach copy of Will)
Federal Estate Tax Retum Required
litigation Proceeds Received
8. Total Number of Safe Depos~ Boxes
011. Election to tax under Sec. 9113(A) (Attach Sch 0)
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COMPLETE MAILING ADDRESS
23 FRYTOWN ROAD
NEWVILLE PA 17241
717-776-7929
1. Real Estate (Schedule A) (1) NONE
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE
4. Mortgages & Notes Receivable (Schedule D) (4) NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
Z o Separate Billing Requested
0
i= 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
:5 (Schedule G or L) (7) NONE
F=
~ 8. TOTAL GROSS ASSETS (total Lines 1-7)
frl 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
D::
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1~:8~7 ~
c.
--;;::
$>
;:0
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N
945
1,384
;2
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r',)
v..J
(8)
163,366
6,512
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) NONE
11. TOTAL DEDUCTIONS (total Lines 9 & 10)
(11)
(12)
6,512
156,854
12. NET VALUE OF ESTATE (Line 8 minus Line 11)
13. Charijable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
(13)
(14)
o
156,854
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15) 0
Z
0 156,764 .045 7,054
S 16. Amount of Line 14 taxable at lineal rate X (16)
ir 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0
:E
0
0 .15
~ 18. Amount of Line 14 taxable at collateral rate x (18) 0
I-
19. Tax Due (19) 7,054
217
f)ecedent's Complete Address:
W BIGLER STUNKARD
NEWVILLE
PA
17241-9706
Tax Payments and Credits:
1.
2.
Tax Due (Page 1 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
7,054
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2)
o
4.
Total Interest/Penalty ( 0 + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
o
5.
(4)
(5)
(5A)
(5B)
AGENT
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
187-07-1397
o
7,054
7,054
1.
Did decedent make a transfer and;
a. retain the use or income of the property transferred;
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
. . . . . . . . . . . .
Yes
o
o
o
o
o
o
2.
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12. 1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . .
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
3.
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . .
No
o
o
o
o
o
o
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A t:::; /
23 FRYTOWN ROAD NEWVILLE PA 17241
BOILING SPRINGS PA 17007
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 3%
[72 PS. Section 9116 (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 0% [72 P.S. Section 9116 (a)(1.1)(1i)].
The statute does not exempt 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 0%[72 P.S. Section 9116(a)(1.2)].
2/20/2002
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS. Section 9116(a)(1.3)] .A sibling is defined, under Section 9102, as an
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)].
individual who has at least one parent In common with the decedent, whether by blood or adoption.
AT
2 REV;1503 EX + (1-97) (I)
...
SCHEDULE B
STOCKS & BONDS
EStAtE 0
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I
FILE NUMBEK
W BIGLER STUNKARD
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
DESCRIPTION
ML BANKING ADVANTAGE
FEDERATED HIGH INCOME FUND CLASS B
FEDERATED HIGH INCOME FUND CLASS B FRACTIONAL SHARE
FEDERATED HIGH INCOME FUND CLASS A
ING PILGRIM HIGH YIELD FUND CLASS B
ING PILGRIM HIGH YIELD FUND CLASS B FRACTIONAL SHARE
JOHN HANCOCK HIGH YIELD FUND CLASS B
ML BOND FUND HIGH INCOME CLASS C
ML BOND FUND HIGH INCOME CLASS C
ML BOND FUND HIGH INCOME CLASS C FRACITONAL SHARE
PUTNAM HIGH YIELD ADVANTAGE TRUST CLASS B
PUTNAM HIGH YIELD ADVANTAGE TRUST CLASS B FRACTIONAL SHARE
VALUE AT DATE
OF DEATH
8,743
10,072
2
17,214
27,355
1
31 , 165
41,763
5
1
24,715
1
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
161,037
AT
REY-1508 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESfAfE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY I
FILE NUMBER
Indud.lI1. proceede of Iitig.tion .nd 111. d.t.lI1. proceede were received by 111. ..tot.. ALL PROPERTY JOINTLY-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
DESCRIPTION
PREPAID FUNERAL EXPENSES AND BURIAL PLOT
VALUE AT DATE
OF DEATH
945
TOTAL (Also enter on line 5, Recapitulation) $
lIf more space IS neecfea, Insen adcfitional sheets at the same sIze)
945
AT
REV'1509 EX + (1-97) (I)
E5TAIl: Of
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILl: NUMBl:R
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
ADDRESS
RELATIONSHIP TO DECEDENT
A. B ELIZABETH HAIN
23 FRYTOWN ROAD
NEWVILLE PA 17241
DAUGHTER
B.
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 number or similar Identlfyin9 number. DATE OF DEATH DECD S VALUE OF
NUMBER TENANT JOINT Attach deed for iointlv-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. CHECKING ACCOUNT, ADAMS COUNTY BANK 1,384 100.00% 1,384
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6, Recapitulation) $ 1,384
(If more space is needed, insert additional sheets of the same size)
AT
REV-1511 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTA I t: OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reDorted on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. PREPAID FUNERAL EXPENSES AND PLOT 945
2. LINCOLN CEMETARY INTERNMENT 135
3. GORDON'S MEMORIAL 65
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees 600
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant B ELIZABETH HAIN
Street Address 23 FRYTOWN ROAD
City NEWVILLE State PA Zip 17241
Relationship of Claimant to Decedent DAUGHTER 3,500
4. Probate Fees 330
5. Accountant's Fees 350
6. Tax Return Preparer's Fees 60
7. REV1500 FILING FEE 15
8. MEDICAL, AMBULANCE AND PERSONAL CARE 512
TOTAL (Also enter on line 9, Recapitulation) $ 6,512
(If more space is needed, insert additional sheets of the same size)
217 ..
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTAIt: 0
W BIGLER STUNKARD
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1. B ELIZABETH HAIN
23 FRYTOWN ROAD
NEWVILLE PA 17241 DAUGHTER 50%
2. SYLVIA D PUTT
25 ENCK DRIVE
BOILING SPRINGS PA 17001 DAUGHTER 50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I, MARY C. LEWIS
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 2nd day of July A.D.,
Two Thousand and One,
Letters
TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of STUNKARD WILLIAM BIGLER , late of UPPER FRANKFORD TOWNSHIP
(LA::i'l', .to' .LJ:<.::i'l', IVl.LlJlJLt;)
a/k/a STUNKARD W BIGLER
in said county, deceased, to
PUTT SYLVIA D
(LA::i'l', .to' .LJ:<.::i'l', J.V1.LlJlJLt;)
RAIN BLANCHE ELIZABETH
(LA::i'l' , .to'.L J:<.::i'l, M.LlJlJLt;)
and
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this 9th day of July
A.D., Two Thousand and One.
File No. 2001-00616
PA File No. 21-01-0616
Date of Death 6/21/2001 Register
S.S. # 186-07-1397
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
H 105.905 REV.(09/00)
This is to certifY that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records m accordance
with~Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
C\~s,~/~.
Robert S. <ZirJnerman, Jr., MPH
Secretary of Health
Charles Hardester
State Registrar
No.
~)/~
1829954
JUL 1 7 2001
Date
H1OS. TQ Rev_ 2117
1
COMMONWEALTH Of PENNSYLVANIA' DEPARTMENT Of HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PAINT
'"
PERMANENT
BlACK INK
d/
sex
STATE FilE *-,M8E:R
SOCIAL SECURITY NUMBER
DAlE OF OEAJH,McMl. 0..,. .....
.. Male
'.186
- 07
"6-Z1-Z001
86 V<S.
BJRTHPlACE (C.ty iW'od Pl.ACE OF DEATH IC~ 0f\Iy IY'e .... 'nsIrucloofts on OCher JIOII'
SlaIeorFcreqnCounavl PA HOSPITAL
.. 5 - Z 4 - 191 5 7. We.f..t6 T annVr.y, :-'- f4J E""'-._ 0
FACIUTY NAME (II nol~. gr.oe street and nurnaetl
'710.
...
--
Iivein.
CwnbVc..f.and -' "..0 :....""=".':::'..
MOTHeR'S NAMe iF... Moddte. Malden &lnamel
,~C. E.f.izabeth S ow.f.
INFORMANTS MAILING AOORESS (SIr..... at.,rrown. &.Ie. Lip ~
a23 Fk Town Road Newvi.f..f.e PA 17Z41
PlACE OF OISPOSrTKlH. Name or~, \?emIIIOfV LOCRlON. Oyfbfn, s.... Z'lPCode
o<ou.-Ckemation Soc.-<.ety on
.... PA Cltematolty ....HAM.L6bUJr.g, PA 17109
N....ANDAllORESSOFF~kemation Soc.i.eW Q~ PA
....4100 Jone-6town Kd. Ha./tk-t-6bUJr. 1';8. 171 09
UCENSE NUMBER DATE SIGNED
(MonltI,o.v. 'lUJ
MARITAL STATUS - Malrried
N..,., MarriN. WldDwed.
--
,..W.i.dowed
"..0 ....._....""rpOh
~O
RACE. Amencan IndiM, BIKk. While...
'_I
,I. Wh.i.te
SURVMNG SPOUSE
I"'" ~ maodIln n.met
COUNTY OF OERH
. .. CwnbVc..f.and
DECEDENT'S USUAL OCCUPR1OH
(Gi....Iund~WOl'k~::::t~
Re-6~~n1""OWneAl k'u..6tMd K.ttc.hen
11L 11~
DECEDENT'S MAIUNG ADOAESS (Str.... Cify/bwn.~. Zip Code)
Z3 Fky Town Road
Newvi.f..f.e, PA 17Z41
,I.
FRHER'S NAME (First Mi<kIe, l_1
'0. A.f. ked StunkMd
INFORMANT'S NAME (T ypMJrinl)
~-6. Betty Ha.i.n
METHOOOF DISPOSITION
O _0 c<_...~ __0,...0
- ""*-
"L
-
_.
~
~
e
M
c
~
w
~
z
_.
the bnI 01 my knowtedge. dealh occurr~ ill the lime, dale and place Slated
"'eanclTillel
NoD
c
w
on
:J
..
C
::;
C
~~~
2d.
I~te
:=-==
I
:
0tNI19Mf\canI c:ondiIione ~ IOdHth, buI
nolI~inlNundeftyingC*UMQMninAUn'1.
..
l( ,.
d.
WERE AUlOPSY FINDINGS
JUJlA8LE PAtOR 10
COMPLETtOH OF CAUSE
OF OERH7
DUE 10 (OR AS A CONSEOuENCE OF):
.~/~
DUE 1O(OA AS "'CONSEOUENCE Of}:
MANNER Of OEATH
NaOwol
g/'
o
o
DATE OF INJURY
(MontI'l, Day, '1Ur1
TIME OF INJURY
INJURY AT lNORK7 DESCRIBE t'tCNIlNJURY OCCURRED,
Homicide
[]
o
o ~E OF INJURY. AI home. la';~INI. l.1.dOl"y. office
buikIing..u:.ISpec,tv)
_.
.... 0 NoD
.......
PMdino lrwesIig.Ibon
_0
Noff
Suicide
C04Jtd noli be delermlned
[]
iJd
//1 /) 2. 't' (
.... .....
CERTIFlER ICheck only one)
"CERTW'nNG PHYSICIAN (Ph'fSlC*' cMlfytng causa 01 death wI'l.... at'OII1er Ohvsc.an hilS prooounced dea&n ana comOleted nem 231
To... beet of M, llnowtedQe, ct.attl oc:cu"," due to.... cauMfs. Ind manner ae s~ed.
20.
'PRONOUNClNG AND CERTIFYING PHYSICIAN (Physrc...... bon, ;Jf:)l'lounc,ng aeath and certlfytrlO 10 cause 01 dealh\
Tothe tMet ot 1ft, kf'tOvrledgft, dealhoccurred.1 the dme, date, and plac;e, and dlNllo IhecluMjl,and m.nn.,.. sl.led
[]
OMEDtCAL EXAMINER/CORONER
On 1he hele of ..amin.1Ion and/or Invesligalion, in my opinion, death occurred at the lime, date, and place, and due to lhe cause(s) and
manneraa.t.1ed..... ..... .... ........ ...,. '.' .. ....... ...................,. ..... .,.... ....., ..... ..........,..
3h.
o
'S SIGNATU~N~YJl.;"
/'-r:: 7~~~. /.'
,.,
I~/d~/I
>C.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HAIN BLANCHE ELIZABETH
23 FRYTOWN ROAD
NEWVILLE, PA 17241
_nn___ fold
ESTATE INFORMATION: SSN: 186-07 -1397
FILE NUMBER: 2101-0616
DECEDENT NAME: STUNKARD WilLIAM BIGLER
DATE OF PAYMENT: 03/12/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2001
NO. CD 000945
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7,054.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 116
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$7,054.00
MARY C. LEWIS
REGISTER OF WILLS
16-c2~C - p
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
"'v OrPT. 280601
.' HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DArE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P .JQ1.J~TY
ACN
B ELIZABETH HAIN
23 FRVTOWN RD
NEWVILLE
'02
{,Pi< ;2 9
PA 17241
\~.
Cl:i
04-22-2002
STUNKARD
06-21-2001
21 01-0616
CUMBERLAND
101
'*
IEV-1541 EX AFP (01-D2I
WILLIAM
B
Allount Rellitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
161. 037.00
.00
.00
945.00
1.384.00
.00
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =is4-j-i3f-AFP--coY:02Y-NoTici--oF-YNHiifiTAifcE-TAx-jrpPRjrisii'-ENT~--AL1-owANcE-oR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STUNKARD WILLIAM B FILE NO. 21 01-0616 ACN 101 DATE 04-22-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
(9)
(10)
6,512.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
163,366.00
6.512 00
156,854.00
.00
156,854.00
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
. ~"'_n. ..---.. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03 12-2002 CDOO0945 .00 7,054.00
INTEREST IS CHARGED THROUGH 05-07-2002 TOTAL TAX CREDIT 7,054.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4.43
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .03
TOTAL DUE 4.46
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Ul)
(12)
(13)
(4)
.00
156,854.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
7,058.43
.00
.00
7,058.43
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before Dece.ber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Co.-onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and sub.it with your pay.ent to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS I AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by co.pleting an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions, or assess.ent
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the .atter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this asses~ent should be addressed in writing to: PA Depart.ent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assess.ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar .onths after the decedent's death, a five percent (57.) discount of
the tax paid is allowed.
PENALTY:
The 157. tax a.nesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation
penalty is appealable in the same manner and in the the sa.e time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of pay.ent. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (67.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 207. .000548 1992 97. .000247
1983 167. .000438 1993-1994 77- .000192
1984 117. .000301 1995-1998 97. .000247
1985 137. .000356 1999 77- .000192
1986 107. .000274 2000 87. .000219
1987 97. .000247 2001 97. .000247
1988-1991 117. .000301 2002 67. .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
REV-'470 EX (6-88)
.
~
..
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
WilLIAM B STUNKARD
FILE NUMBER
REVIEWED BY
John Kealy
ACN
2101-0616
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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1
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INOIVIOUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HAIN BLANCHE ELIZABETH
23 FRYTOWN ROAD
NEWVILLE, PA 17241
_h_____ fold
ESTATE INFORMATION: SSN: 186-07-1397
FILE NUMBER: 2101-0616
DECEDENT NAME: STUNKARD WILLIAM BIGLER
DATE OF PAYMENT: 04/30/2002
POSTMARK DATE: 04/29/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2001
NO. CD 001126
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4.46
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: B ELIZABETH HAIN
CHECK# 119
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$4.46
MARY C. LEWIS
REGISTER OF WILLS
/h .(;)-</,C -)?
\ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP (Ul-OZI
'02
!JJj\Y 31
p j :52
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-28-2002
STUNKARD
06-21-2001
21 01-0616
CUMBERLAND
101
WILLIAM
B
B ELIZABETH HAIN
23 FRYTOWN RD
NEWVILLE
PA 1 t~~L~
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R'EV:i6'fj-E3r-AFP--foY:02y------...--iNiriiITANc'E--fA3r-STA-fEM'E-tif-ifF'-Aifcouiff--...------------------ ---
ESTATE OF STUNKARD WILLIAM B FILE NO. 21 01-0616 ACN 101 DATE 05-28-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-22-2002
PR I NC I P AL TAX DUE: .........................................................................................................................................................................................................................
7,058.43
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-12-2002 CDOO0945 .00 7,054.00
04-29-2002 CDOO1l26 .03- 4.46
TOTAL TAX CREDIT 7,058.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
PAYMENT:
Detach the top portion of this Notice and subllit with your paYllent lIade payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or 1I0ney order payable to: REGISTER OF WILLS. AGENT.
If NON-RESIDENT DECEDENT .ake check or 1I0ney order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, lIay be requested by cOllpleting an
ftApplication for Refund of Pennsylvania Inheritance and Estate Taxft (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or froll the Departllent's 24-hour
answering service for forlls ordering: 1-800-362-2050; services for taxpayers with spacial hearing and I or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Departllent of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount
of the tax paid is allowed.
PENALTY:
The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax allnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) 1I0nths and one (I) day froll the date of
death, to the date of paYllent. Taxes which becalle delinquent before January I, 1982 bear interest at the rate of
six (67-) percent per annum calculated at a daily rate of .000164. All taxes which be calle delinquent on and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year
Interest Rate
DailY Interest Factor
Year
Interest Rate
Daily Interest Factor
1982 207- .000548 1992 97- .000247
1983 167- .000438 1993-1994 n .000192
1984 117- .000301 1995-1998 97- .000247
1985 137- .000356 1999 n .000192
1986 107- .000274 2000 87- .000219
1987 97- .000247 2001 97- .000247
1988-1991 117- .000301 2002 67- .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becolles delinquent will reflect an interest calculetion to fifteen (IS) deys
beyond the date of the assessment. If peYllent is lIade efter the interest cOllputation date shown on the
Notice, edditionel interest IIUSt be celculeted.
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0616
EST A TE OF WILLIAM BIGLER STUNKARD, DECEASED AND
TRUST UNDER WILL OF WILLIAM BIGLER STUNKARD
--------------------------------------------------
--------------------------------------------------
FIRST AND FINAL ACCOUNT OF BLANCHE E. HAIN
AND SYLVIA D. PUTT, CO-EXECUTRIXES AND
FIRST AND PARTIAL ACCOUNT OF BLANCHE E. HAIN
AND SYLVIA D. PUTT, CO-TRUSTEES
Date of Death:
June 21, 2001
Date of Executor's Appointment:
July 2,2001
Date of First Advertisement of Letters:
August 4, 2001
Accounting for the Period:
June 21,2001 to
December 31, 2002
Purpose of Account: Blanche E. Hain and Sylvia D. Putt, Co-Executrixes and Co-Trustees, offer
this account to acquaint interested parties with the transactions that have occurred during the
administration of the estate from June 21, 2001, through July 15, 2002, as of which date the
transfer of all assets of the estate to the trust was completed, and subsequently the administration
of the trust through December 31, 2002.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with:
Stephen L. Bloom, Esquire
Attorney Identification No. 49811
Stephen L. Bloom, Attorney and Counsellor at Law
2100 Longs Gap Road
Carlisle, P A 17013
717/249-7717
GROSS ESTATE
(Principal Receipts + Income Receipts)
180,050.35
SUMMARY OF ACCOUNT
Estate of William Bigler Stunkard, Deceased
For Period of 06/21/2001 through 12/31/2002
Page
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts:
Per Inventory Filed
This Account 1
Net Gain (or Loss) on Sales
or Other Disposition
2
Less Disbursements:
Debts of Decedent 3
Funeral Expenses
Administration Expenses
Federal and State Taxes 3
Fees and Commissions
Family Exemption 4
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
5
For Information:
Investments Made 6
Changes in Investment Holdings 7-8
INCOME
Receipts:
This Account
9-13
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
14
Balance Before Distribution
Distributions to Beneficiaries
15-16
Income Balance on Hand
17
Investments Made
Changes in Investment Holdings
18-19
20
COMBINED BALANCE ON HAND
Current
Value
0.00
---------------
---------------
835.80
0.00
0.00
7,058.46
0.00
3,500.00
Fiduciary
Acquisition
Value
0.00
---------------
---------------
163,435.51
(4,515.91)
158,919.60
11 , 394 . 26
147,525.34
0.00
147,525.34
16,614.84
0.00
16,614.84
1,851.43
14,763.41
11,317.27
3,446.14
150,971.48
---------------
---------------
09/18/02
08/31/01
10/02/01
01/25/02
08/31/01
08/31/01
08/31/01
08/31/01
08/31/01
08/31/01
SCHEDULE A
RECEIPTS OF PRINCIPAL
CASH:
Funds Received
ML Banking Advantage, Acct.
11697-23835
Tax Rebate
Transfer from Acct. 11697-19239
STOCKS/LISTED:
1,242 shares Federated High Income
Bond Fund, CL B
2,120 shares Federated High Income
Bond Fund CL A
7,536 shares ING Pilgrim High Yield
B
6,296 shares John Hancock High Yield
Bond Fund CL B
7,866 shares Merrill Lynch Bond Fund
High INC PT C
4,092 shares Putnam High Yield
Advantage Trust Class B
19.39
11,209.00
300.00
578.68
10,122.30
17,278.00
27,581. 76
30,409.68
41,139.18
24,797.52
TOTAL RECEIPTS OF PRINCIPAL...............
-1-
Fiduciary
Acquisition
Value
12,107.07
151,328.44
163,435.51
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
01/22/02
Gain
Loss
525 shares Federated High Income
Bond Fund, CL B
Net Proceeds
Fid. Acq. Value
01/22/02
3,910.78
4,278.75
367.97
1,750 shares ING Pilgrim High Yield
B
Net Proceeds
Fid. Acq. Value
01/22/02
5,958.28
6,405.00
446 . 72
1,940 shares John Hancock High Yield
Bond Fund CL B
Net Proceeds
Fid. Acq. Value
01/22/02
8,870.44
9,370.20
499.76
3,750 shares Merrill Lynch Bond Fund
High INC PT C
Net Proceeds
Fid. Acq. Value
01/22/02
18,144.65
19,612.50
1,467.85
525 shares Putnam High Yield
Advantage Trust Class B
Net Proceeds
Fid. Acq. Value
OS/22/02
3,018.65
3,181. 50
162.85
5,786 shares ING Pilgrim High Yield
B
Net Proceeds
Fid. Acq. Value
19,606.00
21,176.76
1,570.76
- ---- --- - -- --- --- --- ---- - ---
TOTAL GAINS AND LOSSES/PRINCIPAL...........
0.00
4,515.91
LESS LaSS.............................
4,515.91
NET GAIN OR LOSS...........................
(4,515.91)
--------------
--------------
-2-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
SCHEDULE C-1
DEBTS OF DECEDENT
Carlisle Regional Medical Center
10/23/01
Moffitt Heart and Vascular Group
11/29/01
RWC Corp.
10/22/01
12/11/01
19.39
19.39
TOTAL DEBTS OF DECEDENT.............................
SCHEDULE C-4
FEDERAL AND STATE TAXES
Register of Wills, Agent - Pennsylvania
Inheritance Tax
- ----- - - - - ---- - - - --------- -- - ------- ---
03/12/02
04/29/02
7,054.00
4.46
TOTAL FEDERAL AND STATE TAXES.......................
-3-
791. 98
5.04
38.78
835.80
7,058.46
7,058.46
--------------
--------------
SCHEDULE C-6
FAMILY EXEMPTION
Family Exemption - Paid to B. Elizabeth
Hain
---- --- ----- - - - ----- --- --- ------- ------
08/30/01
TOTAL FAMILY EXEMPTION..............................
TOTAL DISBURSEMENTS OF PRINCIPAL....................
-4-
3,500.00
3,500.00
11,394.26
--------------
--------------
II Units
1,275
2,120
2,597
4,356
4,116
3,567
PRINCIPAL BALANCE ON HAND
Description
701
ML Banking Advantage, Acct.
American Funds Income Fund of
America B
Dreyfus Premier Worldwide Growth
Fund Class B
Federated High Income Bond Fund, CL
B
Federated High Income Bond Fund CL A
ING High Yield apport Fd C1 B
John Hancock High Yield Bond Fund CL
B
Merrill Lynch Bond Fund High INC PT
C
Putnam High Yield Advantage Trust
Class B
717
-5-
Current Value Fiduciary
Acquisition
or as Noted Value
615.61 615.61
18,221. 38 20,000.00
16,899.00 20,000.00
5,076.00 5,843.55
15,009.00 17,278.00
17,035.00 19,606.00
18,077.00 21,039.48
17,327.18 21,526.68
18,191.00 21,616.02
126,451.17 147,525.34
--------------- ---------------
--------------- ---------------
SCHEDULE E
INVESTMENTS MADE - PRINCIPAL
11 Units
Cost
01/22/02
701 Dreyfus Premier Worldwide
Growth Fund Class B -
purchased
20,000.00
01/25/02
1,275 American Funds Income Fund of
America B - purchased
20,000.00
OS/22/02
2,597 ING High Yield Opport Fd C1 B
- purchased
19,606.00
-6-
SCHEDULE F
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
American Funds Income Fund of
America B
01/25/02
1,275 purchased
20,000.00
1,275
20,000.00
Dreyfus Premier Worldwide Growth
Fund Class B
------- ----- - - - ---- - - - - - - - --- ---
01/22/02
701 purchased
20,000.00
701
20,000.00
Federated High Income Bond Fund, CL
B
08/31/01
01/22/02
1,242 shares received
(525)shares sold
10,122.30
(4,278.75)
717
5,843.55
Federated High Income Bond Fund CL A
08/31/01
2,120 shares received
17,278.00
2,120
17,278.00
ING Pilgrim High Yield B
08/31/01
01/22/02
OS/22/02
7,536 shares received
(l,750)shares sold
(5,786)shares sold
27,581.76
(6,405.00)
(21,176.76)
o
0.00
-7-
ING High Yield Opport Fd Cl B
OS/22/02
2,597 purchased
19,606.00
2,597
19,606.00
--------------
--------------
--------------
--------------
John Hancock High Yield Bond Fund CL
B
---- --- ------- - -------- ------- --- ---
08/31/01
01/22/02
6,296 shares received
(1,940)shares sold
30,409.68
(9,370.20)
4,356
21,039.48
Merrill Lynch Bond Fund High INC PT
C
- -------- -- - ---- - --------- -- - ------
08/31/01
01/22/02
7,866 shares received
(3,750)shares sold
41,139.18
(19,612.50)
4,116
21,526.68
Putnam High Yield Advantage Trust
Class B
----------- ----- -- - --- --- --- -----
08/31/01
01/22/02
4,092 shares received
(525)shares sold
24,797.52
(3 ,181. 50)
3,567
21,616.02
--------------
--------------
--------------
--------------
-8-
SCHEDULE G
RECEIPTS OF INCOME
SCHEDULE G-1
DIVIDENDS
American Funds Income Fund of America B
- Dividend Reinvestment
----------- - -- ----- - - - - - - ---------- ----
03/18/02
06/17/02
09/16/02
12/16/02
12/16/02
13 . 543 shares
14.524 shares
15.9825 shares
1.958 shares
14.078 shares
218.18
224.11
226.63
27.70
199.20
Federated High Income Bond Fund CL A
- - -- --- -- - ----- - -- ------------ ------
09/14/01
10/15/01
11/15/01
12/14/01
01/15/02
02/15/02
03/15/02
04/15/02
05/13/02
06/11/02
07/11/02
08/13/02
09/11/02
10/11/02
11/12/02
12/11/02
152.64
152.64
152.64
13 7.80
137.80
13 7 . 80
13 7. 80
118. 72
118.72
118. 72
118. 72
118. 72
118. 72
118.72
118. 72
146.28
Federated High Income Bond Fund, CL B
-- --- -- - ----- - - - ----- --- ---- --- --- ---
09/14/01
10/15/01
11/15/01
12/14/01
01/15/02
02/15/02
03/15/02
04/11/02
05/13/02
83.21
83.21
84.46
74.52
74.52
43.02
43.02
37.28
36.57
-9-
895.82
2,105.16
06/11/02 36.57
07/11/02 37.28
08/13/02 36.57
09/11/02 37.28
10/11/02 37.28
11/12/02 37.28
12/11/02 45.89
--------------
827.96
ING Pilgrim High Yield B
----------- - - - -- -- - -- ---
09/06/01 248.69
10/03/01 248.69
11/05/01 248.69
12/05/01 248.69
01/04/02 248.69
02/05/02 133.08
03/05/02 133.08
04/03/02 133.08
05/02/02 162.01
05/15/02 86.79
--------------
1,891.49
ING High Yield Opport Fd C1 B
- - -- - - - ----- -- - - ---- - -- ------
06/03/02 54.45
07/01/02 113.80
07/01/02 48.77
07/15/02 10.89
08/01/02 158.42
09/03/02 158.94
10/01/02 158.42
11/01/02 159.98
12/02/02 158.16
12/31/02 172 . 44
--------------
1,194.27
John Hancock High Yield Bd Fd C1 B
-- -- - --- - -- ----- --- --------- -- - ---
09/04/01 17.18
10/01/01 244.57
11/01/01 291.99
12/03/01 272 .10
12/31/01 281. 59
01/31/02 254.99
02/28/02 161.66
03/28/02 169.49
04/30/02 192.27
05/31/02 171. 74
-10-
06/28/02
06/28/02
07/31/02
08/30/02
09/30/02
10/31/02
11/29/02
12/31/02
110.26
47.36
183.25
176.63
164.93
186.19
148.56
173.50
Merrill Lynch Bond Fund High INC PT C
09/21/01
10/19/01
11/26/01
12/31/01
01/18/02
06/21/02
247.23
342.89
468.40
436.86
161.62
77 .17
Merrill Lynch Bond Fund High INC PT C -
Dividend Reinvestment
----------- -- - ----- --- - - - - -------- - - ---
02/15/02
03/22/02
04/19/02
OS/24/02
06/21/02
07/19/02
08/23/02
09/20/02
10/18/02
11/22/02
12/31/02
34.066 shares
30.602 shares
22.071 shares
28.366 shares
13.362 shares
28.493 shares
41.8 shares
32.404 shares
34.018 shares
41. 087 shares
44.971 shares
159.77
145.36
106.16
134. 17
61.33
123.66
173.05
134.80
131. 99
170.10
189.33
Putnam High Yield Advantage Trust Class
B
09/25/01
10/25/01
11/26/01
12/26/01
01/25/02
02/26/02
03/25/02
04/25/02
OS/28/02
06/25/02
225.06
229.15
225.06
208.69
208.69
181.92
185.48
164.08
160.52
160.52
-11-
3,248.26
1,734.17
1,529.72
07/26/02
08/26/02
09/20/02
10/28/02
11/26/02
12/27/02
164.08
160.52
164.08
164.08
164.08
142.68
TOTAL DIVIDEND INCOME.....................
SCHEDULE G-2
INTEREST
Bank Deposit Interest Acct. #697-23835
08/31/01
09/28/01
10/26/01
11/30/01
12/31/01
01/25/02
02/22/02
03/28/02
04/26/02
05/31/02
06/14/02
0.66
17.42
15.24
16.08
11.81
8.32
8.77
7.87
3.50
4.64
1.43
Bank Deposit Interest Acct. #697-24195
06/28/02
07/26/02
08/30/02
09/27/02
10/25/02
11/29/02
12/31/02
2.03
2.71
2.19
2.11
2.20
2.24
1.28
TOTAL INTEREST INCOME.....................
-12-
2,908.69
16,335.54
--------------
--------------
95.74
14.76
110.50
SCHEDULE G-3
OTHER INCOME
ING High Yield Opport Fd Cl B, Income
in lieu of fractional share
OS/22/02
John Hancock High Yield Bd Fd Cl B,
Journal entry
01/29/02
TOTAL OTHER INCOME........................
TOTAL RECEIPTS OF INCOME............... ...
-13-
4.19
164.61
168.80
16,614.84
SCHEDULE I
DISBURSEMENTS OF INCOME
Broker Charge Off
06/19/02
James L. Bariski, Tax Preparation Fee
04/15/02
Jane Adams, Attorney Fee
09/21/01
05/06/02
123.68
266.25
Merrill Lynch, CMA Initial Annual Fee
09/06/01
07/03/02
125.00
100.00
Pennsylvania Department of Revenue,
2001 Estate Income Taxes
04/15/02
07/12/02
157.00
124.65
Stephen L. Bloom, Attorney and
Counsellor at Law
11/15/02
TOTAL DISBURSEMENTS OF INCOME..................
-14-
0.02
125.00
389.93
225.00
281.65
829.83
1,851. 43
SCHEDULE J
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
B. Elizabeth Hain
-----------------
09/14/01 Monthly amount issued 600.00
09/28/01 Monthly amount issued 150.00
11/23/01 Monthly amount issued 600.00
12/21/01 Monthly amount issued 600.00
01/24/02 Monthly amount issued 600.00
06/19/02 Monthly amount issued 600.00
07/08/02 Monthly amount issued 600.00
08/01/02 Monthly amount issued 600.00
09/27/02 Distribution of income (1/2 320.08
subsequently paid over to
Sylvia D. Putt)
10/25/02 Distribution of income (1/2 479.35
subsequently paid over to
Sylvia D. Putt)
11/29/02 Distribution of income (1/2 978.89
subsequently paid over to
Sylvia D. Putt)
12/31/02 Distribution of income (1/2 666.51
subsequently paid over to
Sylvia D. Putt)
12/31/02 Distribution of income (1/2 172 . 44
subsequently paid over to
Sylvia D. Putt)
--------------
6,967.27
-15-
Sylvia D. Putt
--------------
09/25/01 Monthly amount issued 600.00
10/10/01 Monthly amount issued 150.00
11/23/01 Monthly amount issued 600.00
12/21/01 Monthly amount issued 600.00
01/28/02 Monthly amount issued 600.00
06/20/02 Monthly amount issued 600.00
07/08/02 Monthly amount issued 600.00
08/01/02 Monthly amount issued 600.00
--------------
4,350.00
--------------
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
11,317.27
-16-
if Units
60.0855
351.24
INCOME BALANCE ON HAND
Description
ML Banking Advantage, Acct.
American Funds Income Fund of
America B - Dividend Reinvestment
Merrill Lynch Bond Fund High INC P
C - Dividend Reinvestment
Current Value
or as Noted
1,020.60
858.62
1,479.82
Fiduciary
Acquisition
Value
1,020.60
895.82
1,529.72
3,359.04 3,446.14
--------------- ---------------
--------------- ---------------
-17-
SCHEDULE K
INVESTMENTS MADE - INCOME
If Units Cost
-------
02/15/02 34.066 shares Merrill Lynch Bond 159.77
Fund High INC PT C - Dividend
Reinvestment - shares
03/18/02 13 . 543 shares American Funds Income 218.18
Fund of America B - Dividend
Reinvestment - shares
03/22/02 30.602 shares Merrill Lynch Bond 145.36
Fund High INC PT C - Dividend
Reinvestment - shares
04/19/02 22.071 shares Merrill Lynch Bond 106.16
Fund High INC PT C - Dividend
Reinvestment - shares
OS/24/02 28.366 shares Merrill Lynch Bond 134 . 17
Fund High INC PT C - Dividend
Reinvestment - shares
06/17/02 14.524 shares American Funds Income 224.11
Fund of America B - Dividend
Reinvestment - shares
06/21/02 13.362 shares Merrill Lynch Bond 61.33
Fund High INC PT C - Dividend
Reinvestment - shares
07/19/02 28.493 shares Merrill Lynch Bond 123.66
Fund High INC PT C - Dividend
Reinvestment - shares
08/23/02 41.8 shares Merrill Lynch Bond 173.05
Fund High INC PT C - Dividend
Reinvestment - shares
09/16/02 15.9825 shares American Funds Income 226.63
Fund of America B - Dividend
Reinvestment - shares
-18-
09/20/02 32.404 shares Merrill Lynch Bond 134. 80
Fund High INC PT C - Dividend
Reinvestment - shares
10/18/02 34.018 shares Merrill Lynch Bond 131. 99
Fund High INC PT C - Dividend
Reinvestment - shares
11/22/02 41. 087 shares Merrill Lynch Bond 170.10
Fund High INC PT C - Dividend
Reinvestment - shares
12/16/02 14.078 shares American Funds Income 199.20
Fund of America B - Dividend
Reinvestment - shares
12/16/02 1.958 shares American Funds Income 27.70
Fund of America B - Dividend
Reinvestment - shares
12/31/02 44.971 shares Merrill Lynch Bond 189.33
Fund High INC PT C - Dividend
Reinvestment - shares
-19-
SCHEDULE L
CHANGES IN INVESTMENT HOLDINGS - INCOME
Cost
American Funds Income Fund of
America B - Dividend Reinvestment
03/18/02
06/17/02
09/16/02
12/16/02
12/16/02
13.543 shares
14.524 shares
15.9825 shares
1.958 shares
14.078 shares
218.18
224.11
226.63
27.70
199.20
60.0855
895.82
Merrill Lynch Bond Fund High INC PT
C - Dividend Reinvestment
02/15/02
03/22/02
04/19/02
OS/24/02
06/21/02
07/19/02
08/23/02
09/20/02
10/18/02
11/22/02
12/31/02
34.066 shares
30.602 shares
22.071 shares
28.366 shares
13.362 shares
28.493 shares
41.8 shares
32.404 shares
34.018 shares
41.087 shares
44.971 shares
159. 77
145.36
106.16
134.17
61.33
123.66
173.05
134. 80
131.99
170.10
189.33
351.24
1,529.72
-20-
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
Blanche E. Hain and Sylvia D. Putt, Co-Executrixes under the Last Will and Testament
of William Bigler Stunkard, deceased, and Co-Trustees of Trust under Will of William Bigler
Stunkard, hereby declare under oath that they have fully and faithfully discharged the duties of
their office; that the foregoing Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims against the Estate
and/or Trust have been paid in full; that, to their knowledge, there are no claims now outstanding
against the Estate and/or Trust; that all taxes presently due from the estate have been paid; and
that more than four months have elapsed since the first complete advertisement of the granting of
letters in this estate.
'-6t~- ~ ~~
Blanche E. Hain, Co-Executrix and Co-Trustee
yl a D. Putt, Co-Executrix and Co-Trustee
Sworn to and subscribed before me
this 30th day of January, 2003.
~ V. ~.
Notary Public
Notarial Seal
Lori A. Sullivan, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Feb. 16, 2004
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CJ;K
STATUS REPORT UNDER RULE 6.12
Name of Decedent: William Mg1er Stunkard
Date of Death:
6/21/01
Will No.:
616 Of 2001
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes ~ No 0
b~ The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached this report.
.A-.J. Cvv\,..../')
Date:~\ .d3
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Capacity: 0 Personal Representative
~ Counsel for personal representative
-4
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
\
Date: 5/07/2003
HAIN BLANCHE ELIZABETH
23 FRYTOWN ROAD
NEWVILLE, PA 17241
RE: Estate of STUNKARD WILLIAM BIGLER
File Number: 2001-00616
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 6/21/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
JFile
Counsel
Judge
IN RE: TRUST UNDER WILL OF
WILLIAM BIGLER STUNKARD
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-01-0616
~
PRELIMINARY DECREE
~~ ~ -4-
AND NOW, this I ':> day of ~ I
, 2004, upon consideration of the annexed
Petition, a Notice and/or Citation is awarded, directed to the parties in interest set forth in said
Petition, to show cause why the Trust should not be terminated and the principal and undistributed
income thereof distributed in accordance therewith.
Rule returnable
to
days after service.
BY THE COURT,
M
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c:Ci
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Stephen L. Bloom, Esquire
Supreme Court No. 49811
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
10.1 g .04: ~ LBD CC, TO: LffieR Pun,KI!:.f11rRb iklVft/TT/{N'i ~ tV'/TI1\...~ PU-TT)
WM, PLCfT1 MKf1.J LorCL,EurA13E:Ttf (~N)rY\~Tl)1 loRI mpST ~ fumBERL'I .sr\'\IT~ d.
A-Ll EN v. '&v I \)E'1) B"i 5~ L. -s.n-om I t~ fuT C. (l. I tJ A TT'-IS. \1j)JC <l-- to-rW V-h.
"
IN RE: TRUST UNDER WILL OF
WILLIAM BIGLER STUNKARD
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
: NO. 21-01-0616
PETITION TO TERMINATE TRUST
"'-,""'"
~ ", ~.. -.
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TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
a
c:-:J
--J
Petitioners, Blanche Elizabeth Hain and Sylvia D. Putt, Trustees of the Irre~cable Trust
Agreement of the Estate of William Bigler Stunkard, respectfully state that: -0
1. William Bigler Stunkard ("Decedent") died testate on June 21, 2001. ~
(;.
2. Letters Testamentary on the Estate of Decedent were granted to Petitioners by the
Register of Wills of Cumberland County, Pennsylvania, on July 2, 2001, at the above-captioned
docket number.
3. In accordance with the Last Will and Testament of Decedent, an Irrevocable Trust
Agreement (the "Trust") was entered into by the Estate of Decedent, as Grantor, and Petitioners, as
Trustees, on May 6, 2002, and certain assets of the Estate of Decedent were subsequently
transferred thereto. A copy of the Trust is attached hereto and made a part hereof as Exhibit "A".
4. Petitioners filed their combined First and Final Account as Co-Executrixes of the
Estate of Decedent and First and Partial Account as Co-Trustees of the Trust with this Court on
January 31, 2003, which Account was duly confirmed by this Court on March 4,2003.
5. Having administered the Trust in their capacity as Trustees since its inception on
May 6, 2002, Petitioners have concluded that the expenses of the administration thereof makes the
original purpose of the Decedent impractical of fulfillment, and that the termination thereof as
proposed hereinbelow more nearly approximates the intention of the Decedent.
v~.
"
6. Notice of the filing of this Petition was mailed on the date hereof to the names and
addresses of all parties in interest of the Trust as follows (all of whom are adult individuals), and a
Certificate of Service documenting such Notice is attached hereto as Exhibit "B":
Kimberly K. Smith, 20 Los Alamitos Circle, Hanover, P A 17331
Lori Propst, 2204 Autumnwood Drive, State College, P A 16801
Elizabeth Ann (Hain) Meranto, 14823 N. 51 st Street, Scottsdale, AZ 85254
Karen Lopez, 14826 N. 50th Place, Scottsdale, AZ 85254
William Putt, 4126 Kittatinny Drive, Mechanicsburg, P A 17050
Terence Putt, 528 Briar Lane, Chambersburg, PA 17201
Brittany Hain, 23 Frytown Road, Newville, P A 17241
Richard W. Hain, 23 Frytown Road, Newville, P A 17241
Lester Putt, 25 Enck Drive, Boiling Springs, P A 17007
7. 20 Pa.C.S. Section 6102(a) provides, inter alia, for the Court, in its discretion, to
terminate a trust provided that the Court, after hearing, is satisfied that the original purpose of the
conveyor of the trust is impractical of fulfillment and that the termination more nearly approximates
the intention of the conveyor, and notice is given to all parties in interest.
8. 20 Pa.C.S. Section 6102(b) provides, inter alia, that whenever the Court shall
decree termination of a trust under the provisions of Section 6102, it shall thereupon order such
distribution of the principal and undistributed income as it deems proper and as nearly as possible
in conformity with the conveyor's intention.
9. For calendar year 2003, the Trust generated interest of $16.76, dividends of
$8,282.12, and long term capital losses of($8,108.61), for a total annual net income of$190.27. For
calendar year 2003, the Trust paid fiduciary income taxes (Federal and State) of $1,356.00, tax
preparation fees of $125.00, and brokerage fees of approximately $150.00, for total annual net
expenses of approximately $1,631.00. Petitioners, although authorized by the Trust to do so, did
"
not pay themselves any compensation for their services rendered as Trustees. Petitioners anticipate,
based upon consultation and advice with their tax advisers, that expenses of the Trust are likely to
continue to exceed the income of the Trust in the foreseeable future.
10. Paragraph 2 of the Trust directs that the net income thereof be paid, in equal shares,
to Petitioners. Upon the death of either Petitioner, her share of said income is to be paid to her
husband, if he is surviving, except that said share of income is capped at $1,000.00 per month for
such surviving husband. Upon the death of either Petitioner and her husband, one-half of the Trust
assets are to be distributed, in equal shares, to the seven grandchildren of the Decedent set forth
therein, with substitution of issue per stirpes. Upon the death of the remaining Petitioner and her
husband, the remaining Trust assets are to be distributed in like manner.
11. The economic circumstances as set forth hereinabove have frustrated the purpose of
the Trust, in that the life beneficiaries thereof are receiving little if any annual income therefrom
and have little or no realistic expectation of receiving any significant future income, while, at the
same time, the interests of the remaindermen thereof are being gradually eroded.
12. As of April 30, 2004, the total gross assets of the Trust were $140,239.00, all of
which were invested in a securities portfolio through Merrill Lynch.
13. In order to effectuate the purpose of the Trust, the Petitioners propose to terminate
the Trust, pay any outstanding expenses thereof, including reasonable fiduciary commissions, tax
liabilities, and fees of legal counsel and tax advisers, and then distribute the net assets thereof in
accordance with the actuarial calculations set forth on Exhibit "C" attached hereto and made a part
hereof, which calculations provide a reasonable approximation of the values of the respective life
interests and/or remainder interests of the various beneficiaries of the Trust.
14. The Trust, at Paragraph 5 thereof, purports to be irrevocable, wherefore Petitioners
seek the authorization and approval of this Court to proceed in the manner proposed, so as to
distribute the assets of the Trust as nearly as possible in conformity with the conveyor's intention.
WHEREFORE, Petitioners respectfully request that the Court:
1. Issue its Notice and/or Citation, directed to the parties in interest set forth in Paragraph 6
hereof, requiring them to appear and show cause why the Trust should not be terminated
and the principal and undistributed income thereof distributed in accordance with
Paragraph 13 hereof; and
2. Grant such other and further relief as it may deem proper.
-~
Stephen L. Bloom, Esquire
Supreme Court No. 49811
2100 Longs Gap Road
Carlisle, P A 17013
(717) 249-7717
Attorney for Petitioners,
Blanche Elizabeth Hain and Sylvia D. Putt
Date: May 28, 2004
IN RE: TRUST UNDER WILL OF
WILLIAM BIGLER STUNKARD
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: NO. 21-01-0616
VERIFICATION
Affiants are the Petitioners set forth in the foregoing Petition. They have read and
understand the Petition and know its contents. The matters stated in the Petition are true and
correct to the best of their knowledge, information and belief. Petitioners acknowledge that this
verified statement is made subject to the penalties of 18 Pa. C.S. Section 4904, relating to unsworn
falsification to authorities.
~--'--. ~..~d~
Blanche Elizabeth H n
~4) J) yL]fa-
Syl a D. Putt
Date: May 28, 2004
C:\Office - General Documents 2004\10363.1 pet.l.doc
IRREVOCABLE TRUST AGREEMENT - CANNOT BE REVOKED OR CHANGED.
TRUST AGREEMENT
This Irrevocable Trust Agreement is made this G trc day of M ~
,2002, between the Estate of William Bigler Stunkard, hereinafter re~ed to as
"Grantor", and Blanche Elizabeth Hain, of Newville, Pennsylvania, and Sylvia D. Putt,
hereinafter referred to as "Trustees."
In consideration of the mutual covenants and promises set forth herein, Grantor
and Trustees agree as follows:
1. Transfer of Trust. Grantor herewith assigns, transfers, and conveys to
Trustees the property described in Exhibit "A" attached hereto and made a part hereof
by this reference, and receipt of such property is hereby acknowledged by Trustees.
Such property, hereafter designated the Trust Estate, shall be held by Trustees in Trust
for the uses and purposes and on the terms and conditions set forth herein.
2. Disposition of Principal and Income. Trustees shall administer and manage
the Trust Estate, and shall pay the net income thereof in equal shares to the daughters
of William Bigler Stunkard, namely, Blanche Elizabeth Hain, and Sylvia D. Putt. The
'~ husband of Blanche Elizabeth Hain is Richard W. Hain and the husband of Sylvia D.
~ Putt is Lester Putt. If either daughter of William Bigler Stunkard predeceases their
:)) husband, then the income that each daughter has been receiving from the Trust shall
/
i) be paid to the surviving husband at the rate of $1000.00 per month until his death and
before the principal of the Trust is paid to the grandchildren of William Bigler Stunkard
provided that daughter's monthly share equals at least $1000.00. In the event that the
daughter's share of income from the trust would not equal $1000.00, the surviving
Exhibit "A" - Page 1 of 4
husband shall receive the same amount that the daughter would be entitled to.
3. Upon the death of the first Daughter (if her husband has predeceased her) or
upon the death of either daughter's husband (if the Daughter has predeceased her
husband) during the trust, one-half of the assets of the trust shall be distributed in equal
shares among the following named grandchildren of William Bigler Stunkard: Kimberly
K. Smith, Lori Propst, Elizabeth Ann Hain, Karen Lopez, William Putt, Terence Putt,
and Brittany Hain, if they are then surviving. Should any of the above-named
grandchildren not be then surviving, his or her share shall be distributed to his or her
issue, per stirpes, then surviving. The surviving daughter or daughter's husband of
William Bigler Stunkard shall continue to receive the net income from the remaining
principal held in the trust until the time of his or her death.
Upon the death of the survivor of the daughters of William Bigler Stunkard (if the
daughter's husband has predeceased her) or upon the death of the remaining husband,
the remaining principal shall be distributed equally among the following above-named
grandchildren: Kimberly K. Smith, Lori Propst, Elizabeth Ann Hain, Karen Lopez,
William Putt, Terence Putt, and Brittany Hain, if they are then surviving. Should any of
the above-named grandchildren not be then surviving, his or her share shall be
distributed to his or her issue, per stirpes, then surviving.
4. Additions to Trust. Grantor and any other person shall have the right at any
time to add property acceptable to the Trustee to this Trust. Such property, when
received and accepted by Trustees, shall become part of the Trust Estate.
5. Irrevocability of Trust. This trust shall be irrevocable and shall not be revoked
or terminated by Grantor or any other person, nor shall it be amended or altered by
Exhibit "A" - Page 2 of 4
Grantor or any other person.
6. Compensation of Trustee. The original Trustees hereunder, and all
Successor Trustees, shall be entitled to reasonable compensation for their services as
Trustee.
7. Successor Trustees. If Blanche Elizabeth Hain or Sylvia D. Putt resigns, or is
unable to act as Trustee, a successor trustee may be appointed.
8. Governing Laws. The validity, construction, and effect of this Agreement and
the Trust created hereunder and its enforcement shall be determined by the laws of the
Commonwealth of Pennsylvania.
In Witness Whereof, Grantor and Trustee have executed this Agreement on the
date written above.
FOR GRANTOR:
Date: ::;- --(Q - c> ~
r 1) -/Jj./
Syl' D. Putt; Executor
tf;..-A'~'- .&:~.:t,..4 '}i,- ..,
Blanche Elizabe Hain, Executor
Date: :::;- --tJ7 --- a~
TRUSTEES:
S*~;U;;, f?us;t!n!L
Exhibit "A" - Page 3 of 4
Date: s: - C. -- tJ '"2--
Date:S- - 0 --- o~
~k1 ~~L,d ~~
Blanche Elizabe Hain, Trustee
COMMONWEALTH OF PENNSYLVANIA )
):ss
COUNTY OF CUMBERLAND )
On this, the ~ day of M CU-1-- ' 20~, before me, the undersigned
officer, personal! ppeared r / () . c-
. +'. known to me, (or
a isfactorily proven' 0 be the person who name is subscribed to the within
instrument, and acknowledged that he/she executed the same for the purposes therein
contained.
'-. IN WITNESS WHEREOF, I hereunto set my h nd and official seal.
-/
SEAL
NOTARIAL SEAL
s: JANE E. ADAMS. Notary Public
Carlisle Bom, Cumberlena County
My Commission expires Sept. 6. 2004
Exhibit "A" - Page 4 of 4
CERTIFICATE OF SERVICE
I hereby certify that a copy of the foregoing Petition to Terminate Trust was served on this
date by depositing same in the Post Office at Carlisle, Pennsylvania, first class mail, postage
prepaid, addressed as follows:
Kimberly K. Smith, 20 Los Alamitos Circle, Hanover, P A 17331
Lori Propst, 2204 Autumnwood Drive, State College, P A 16801
Elizabeth Ann (Hain) Meranto, 14823 N. 51 sl Street, Scottsdale, AZ 85254
Karen Lopez, 14826 N. 50th Place, Scottsdale, AZ 85254
William Putt, 4126 Kittantinny Drive, Mechanicsburg, PA 17050
Terence Putt, 528 Briar Lane, Chambersburg, PA 17201
Brittany Hain, 23 Frytown Road, Newville, P A 17241
Richard W. Hain, 23 Frytown Road, Newville, P A 17241
Lester Putt, 25 Enck Drive, Boiling Springs, P A 17007
~a
-Stephen 1. Bloom, Esquire
Supreme Court No. 49811
2100 Longs Gap Road
Carlisle, P A 17013
(717) 249-7717
Attorney for Petitioners,
Blanche Elizabeth Hain and Sylvia D. Putt
Dated: ;0/<6
,2004
Exhibit "B"
ACTUARIAL CALCULATIONS
Methodology for Proposed Distribution of Net Assets (Based on 4/30/04 Fund Value of
$140,239.00 for Illustrative Purposes):
(1) Net Present Value of Joint Life Interest of Blanche Elizabeth Hain and William Hain:
50% of Fund Value = $70,119.50
Last-to-die Factor for Two Lives (Ages 65 and 72) per IRS Book Aleph Table R(2) at 3.8%
(120% Applicable Federal Rate as of 5/04) = 0.49161
Net Present Value Calculation: $70,119.50 - ($70,119.50 x 0.49161) = $35,648.05
(2) Net Present Value of Joint Life Interest of Sylvia D. Putt and Lester Putt:
50% of Fund Value = $70,119.50
Last-to-die Factor for Two Lives (Ages 61 and 59) per IRS Book Aleph Table R(2) at 3.8%
(120% Applicable Federal Rate as of 5/04) = 0.38750
Net Present Value Calculation: $70,119.50 - ($70,119.50 x 0.38750) = $42,948.19
(3) Net Present Value of Remainder Interests for Each of Seven Remaindermen:
$140,239.00 - ($35,648.05 + $42,948.19) = $61,642.76
$61,642.76 + 7 = $8,806.11
Kimberly K. Smith:
Lori Propst:
Elizabeth Ann (Hain) Meranto:
Karen Lopez:
William Putt:
Terence Putt:
Brittany Hain:
$8,806.11
$8,806.11
$8,806.11
$8,806.11
$8,806.11
$8,806.11
$8,806.11
Exhibit "C"
S T E P HEN L. B L 0 0 M
ATTORNEY AND COUNSELLOR AT LAW
2100 LONGS GAP ROAD
CAR LIS L E, PEN N S Y L V A N I A 1 7 0 1 3
717-249-7717
*
IN RE: TRUST UNDER WILL OF WILLIAM
BIGLER STUNKARD
IN THE COURT OF COMMON PLEAS
ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
NO.2l-200l-06l6
CITATION
WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your
proper person before the Honorable Judges of the Court of Common Pleas, Orphans' Court Division at a
session of the said Court there to be held, for the County of Cumberland to show cause why the Trust
should not be terminated and the principal and undistributed income thereof distributed in accordance
therewith.
Rule returnable 20 days after service.
Witness my hand an official seal of office at Carlisle, Pennsylvania, this 18th day of October 2004.
~WQ}JUAkaruf-~
Clerk, Orphans' Court Division PUA VYV/
Cumberland County, Carlisle, PA ~
My Commission Expires on the l5t Monday
January, 2004
~.
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IN RE: TRUST UNDER WILL OF
WILLIAM BIGLER STUNKARD
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-01-0616
ORDER OF COURT
AND NOW, this (~~y of December, 2004, a Preliminary Decree having been issued
by this Court on October 15,2004, awarding a Citation directed to the parties in interest set forth in
the annexed Petition to show cause why the Trust should not be terminated and the principal and
undistributed income thereof distributed in accordance therewith, and the said Citation having been
issued by this Court and served (with said Preliminary Decree) on said parties in interest on October
18, 2004, the said Preliminary Decree and the said Citation both having been returnable 20 days
after service, and the said 20 days having elapsed with neither appearance by any of the said parties
in interest nor cause otherwise having been shown why such relief should not be granted, it is
hereby ordered and decreed that the Trust be terminated and that the principal and undistributed
income thereof be distributed in the manner set forth in the annexed Petition.
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