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Home My WebLink About04-0267 PETITION FOR PROBATE and GRANT OF LETTERS E~tateof GERALDINE STINSON No ~.1 - 014 -o~[P--~ also known as To , Deceased Soctal Securtty No 178160824 The petmon of ]:he undersigned respectfully represents that Your pet~ttoner(s), who ~s/are 18 years of age or older and the execut or m the last will of the above decedent, dated JUNE 271 2000 and codmtl(s) dated Register of Wills for the County of ~[tdJ~[P~ in the Commonwealth of Pennsylvama named (state relevant mmumstances, e g renuncmtmn, death of executor, etc ) Decedent was douncded at death tn CUMBERLAND County, Pennsylvama, with h er last family or pnnmpal res~dance at 8 ALLIANCE DRIVE. CARLISLE TOWNSHIP) CUMBERLAND COUNTY. PENNSYLVANIA 17013 (hst street, number and mumc]pahty) Decedent, then 83 years of age, dted 311412004 at 8 ALLIANCE DRIVE, CARLISLE, PA 17013 Except as follows, decedent thd not marry, was not divorced and dtd not have a chdd bom or adopted after executmn of the will offered for probate, was not the wctim of a kflhng and was never adjudtcated ~ncompetent Decedent at death owned property w~th est]mated values as follows (If dommded m Pa ) AIl personal property (If not dommlled m Pa ) Personal property in Pennsylvania (If not dommfied tn Pa ) Personal property in County Value of real estate ~n Peunsylvama sttuated as follows $ $ $ $ 7,500 00 7,500 00 WHEREFORE, petlUoner(s) respectfully request(s) the probate of the last wdl and co~J~.s) presented herewith and the grant of letters testamentary ~ ~ - -~ (testamenta~, adm~mstraUon c t a, adm~ms~U~ d b n cl~ ) 21J ~u $ '-~ ATHENS ~": GA 3]~05 ~ ,~ STEVEN L HARTMAN ~-_J;~ ~:~ ~,,~'~ ,_~,~ t~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitio'fie.r('s) abOve-named swear(s) or affirm(s) that the statements m the foregmng petttion are true and correct to the best of the knowledge and behef of pet~tioner(s) and that as personal represen- tative(s) of the',a._b~ove decedent petitmn?r(s) wall well and trgly adm~mster the,estate accordtng to law Sworn to or' affirmed and subscribed ,," before me this I~'I'H day of 1 MARCH, ~2004 1. Estate of GERALDINE STINSON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH. ~ I [~, ,=9.c:x"~J~ , ~n cons]deraUon of the petit]on on the reverse side hereof, satisfactory proof hamng been presented before me, IT IS DECREED that the mstrument(s) dated fi/27/2000 described theretn be admitted to probate and filed of record as the last wdl of GERALDINE STINSON and Letters TESTAMENTARY arc hereby granted to STEVEN L HARTMAN FEES Probate, Letters, Etc $ Short Certificates ( ). $ i ~ oO $ lO <30 TOTAL $ ~57 oo Fded ~- lSf - Register of Wills -- ~ .~'~- HAROLD 8 IRWIN, III 29920 ATTORNEY (Sup Ct I D No ) 64 SOUTH PITT STREET CARLISLE PA 17013 ADDRESS 717-243-6090 PHONE h~s is to certify that the ~nformat~on here given ~s 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 m illegal to duphcate this copy by photostat or photograph. Fee for tMs cerhflcate, $2 O0 P ~0159845 No Local Registrar COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Geraldine Stxnson Female 178 -- 16 -- 0824 14 March 14, 2004 83 w, Oct~r 30 Cumberland Carlisle 8 Alliance Drive ~,=...~.~.o .,= White LAST WILL AND TESTAMENT I, GERALDINE STINSON, of 8 Alliance Drive, Chapel Po~nte, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, pubhsh and declare this to be my last will and testament, hereby revoking all wills heretofore made by me 1 I direct my personal representative to pay all of my debts, funeral and adm~mstrabve expenses as soon as convement after my decease I direct that all ~nhentance taxes ~mposed or payable by reason of my death and interest and penaihes thereon w~th respect to all property, whether or not such property passes under th~s Will, shall be paid by my personal representabve out of my estate 2 I authorize and empower my personal representabve to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed here~n, at public or private sale or sales and to g~ve good and sufficient deeds and/or bills of sale therefore, ~n fee s~mple, as I could do if hwng My representabve ~s authorized and empowered to engage ~n any bus~ness ~n which I may be engaged at my death, for such period of bme after my death as seems expedient to sa~d representabve 3 I g~ve, dewse and bequeath all of my estate of whatever nature and wherever s~tuate to Steven L Hartman 4 if Steven does not survive me by a period of at least sixty (60) days, then my estate I g~ve, dewse and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would ha¥~e~_aker~, hwn~ 5 I nominate and appoint Steven Hartman to be the personat,repreeentabve,~ of my estate, to serve w~thout bond 6 I suggest that my personal representabve retain the services of the Law Offices of Harold S Irwin, III, Carlisle, Pennsylvania ~n the settlement of my estate IN WITNESS WHEREOF, I have hereunto set my hand and seal this '"'~'/'~'~day ofJune, 2000 GERALDINE STINSON Signed, sealed, published and declared by the above-named person as and for a last will and testament, ~n our presence, who at said person's request, in sa~d person's presence and ~n the presence of each other have hereunto set our names as subscnb~ng w~tnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, GERALDINE STINSON, AMY S. CASEY and HEATHER A. BARBOUR, the testatrix and w~tnesses respecbvely, whose names are s~gned to the foregoing ~nstrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix s~gned and executed the ~nstrument as her last w~ll and that she had s~gned w~llingly, and that she executed it as her free and voluntary act for the purpose here~n expressed, and that each of the w~tnesses, in the presence and heanng of the testatnx, s~gned the w;ll as a w~tness and that to the best of their knowledge the testatnx was, at that brae, e~ghteen years of age or older, of sound m~nd and under no constraint or undue influence. GERALDINE STINSON HEATHER A. BA~,BOUR- COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by GERALDINE STINSON, the testatnx here~n, and subscribed and sworn to before me by AMY S. CASEY and HEATHER A. BARBOUR, w~tnesses, th~s/_~ day of June, 2000 Notanal Seal ~, Harold S Irwin III, No~a~/Pubhc . Cad=sle Bore, Cumberland County My Commission Expires Sept 23. 2002 Member Peqnsylvanla Ass0c~atron et Notaries TO THE REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: GERALDINE STINSON Date of Death: 3/14/2004 Will No. 2004-00267 Admin. No. 21 - 04 - 00267 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 6/15/2004 · Name Address STEVEN HARTMAN 111 CURTIS DRIVE ATHENS GA 30605 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 6/15/2004 Signature ~ Name: Address: HAROLD $. IRWIN, III CARLISLE PA 17013 Telephone(717) - 2436090 Capacity: X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV~1162 EXlll~961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 u______ fold ESTATE INFORMATION: SSN: 178~ 16-0824 FILE NUMBER: 2104-0267 DECEDENT NAME: STINSON GERALDINE DATE OF PAYMENT: 04/29/2005 POSTMARK DATE: 04/29/2005 COUNTY: CUMBERLAND DATE OF DEATH: 03/14/2004 NO. CD 005274 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $370.55 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 09462 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS $370.55 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of GERALDINE STINSON , Deceased No. 21 04 0267 Date of Death 3/14/2004 Social Security No. 178160824 also known as STEVEN L. HARTMAN Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of Attomey: HAROLD S. IRWIN, III 1.0. No.: 29920 Address: 64 SOUTH PITT STREET CARLISLE PA 17013 Personal Representative: Jum~ ~ Jb~ STEVEN L. HARTMAN Dated MARCH;;" , 2005 Telephone: 717-243-6090 Description VaJue PNC BANK Account No. 5003852033 3,028.76 PNC BANK Account No. 5003853255 . t',980.04 CASH Found on person and in residence . "2,902.00 ~'"J 1..0 MOTOR VEHICLE 300.00 MISCELLANEOUS JEWELRY 500.00 MISCELLANEOUS HOUSEHOLD FURNISHINGS 500.00 Total (Attach Additional Sheets if necessary) 9,210.80 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. RW-4 REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.{)601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT C0~ u'O' OFFICIAL USE ONLY ~ '\(.. "'fJ FILE NUMBER 21-040267 ""'COONTYCODE -YEAA- - - NUMijfR- - DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W (J W C STINSON GERALDINE DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 1 78- 1 6 - 0 824 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w .... ll: SUI o~ll: w~o :E: 0::9 o 0.. III 0.. < 03/14/2004 10/30/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, ARST, AND MIDDLE INITIAL) D 3. Remainder Retum (daleofdealh prior to 12-13-82) D 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposft Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 1X11. Original Retum D 4. Limited Estate IXI 6. Decedent Died Testate (AttachcopyofWm) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (date ofdealh alia. 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofT",s1) D 10. Spousal Poverty Credit (daleofdealh between 12-31.91 end 1-1-95) .... z w c z o 0.. UI W ~ ~ o o THIS I SECTION MUST.BE.COMF\i...Eteo;AfI..CORRESPONDENCE.ANoCONIlIIlSNnAf.T~INj:;ORMA110NSHOUl..o..Se).OIREcl1EIl.....O: NAME COMPLETE MAILING ADDRESS HAROLD S IRWIN III 64 SOUTH PITT STREET FIRM NAME (If Applicable) IRWIN LAW OFFICE CARLISLE PA 17013 TELEPHONE NUMBER 717-243-6090 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposfts & Miscellaneous Personal Property (5) (Scheduie E) 6. JoinUy Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Yivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Scheduie H) (9) 10. Debts of Decedent Morigage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o i= ~ ~ a.. :E o (J S 0.00 0.00 0.00 0.00 9,210.80 OFFiCiAL USE ONL v-" . 1 ") ) . 1 -J I ) (8) (11) (12) (13) (14) 0.00 \..D z o i= ~ ~ !:: a.. <( (J W ~ 0.00 9,210.80 2,212.90 410.37 6,587.52 X .045 (15) 296.44 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 296.44 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) 2,623.27 6,587.53 0.00 6,587.53 16. Amount of Line 14 taxable at lineal rate 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER AlL QUESnONS ON REVERSE SIDE.AND RECHECK MATH < < 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due D d t' C I t Add ece en s ample e ress: STREET ADDRESS 8 ALLIANCE DRIVE CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 296.44 Total Credits (A + 8 + C) (2) 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty 74.11 4. T otallnteresVPenalty ( D + 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) 74.11 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) (5) (SA) (58) to: REGISTER OF WILLS, AGENT 0.00 370.55 A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check 370.55 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... D 00 b. retain the right to designate who shall use the property transferred or Its income; ........................................ D 00 c. retain a reversionary interest; or ...................................................................................................... D 00 d. receive the promise for life of either payments, benefits or care? ............................................................. D 00 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?............................. ................................................................. D 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... D 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 005 DATE 03/..;'1/2005 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 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 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. 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 4.5%, 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 or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER STINSON GERALDINE 21 04 0267 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being oompelled to buy or sell, both having reasonable knowledge of the relevant facts. Real orooertv which Is lolntlv-owned with rloht 01 survlvorshlo must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE 0.00 TOTAL (Also enter on line 1, Recapitulation) $ (II more space is needed, insert additional sheets 01 the same size) 0.00 REV-1503 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 All property jolntly-owned whh right of survivorship must be disclosed on Schedule F. 0267 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE 0.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 0.00 REV-1504 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 0267 Schedule C-1 or C-2 (including all supporting infonnation) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting infonnation to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE 0.00 TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-1507 EX + (6-98) . SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 All property jointly-owned wllh the right 01 survivorship must be disclosed on Schedule F. 0267 DESCRIPTION VALUE AT DATE OF DEATH ITEM NUMBER 1. NONE 0.00 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets 01 the same size) 0.00 REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All property lolntly-owned with right of survivorship must be disclosed on Schedule F. 0267 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 3,028.76 3. PNC BANK Account No. 5003852033 See Exhibit "B" PNC BANK Account No. 5003853255 See Exhibit "B" CASH Found on person and in residence 1 ,980.04 2. 2,902.00 4. MOTOR VEHICLE 300.00 5. MISCELLANEOUS JEWELRY 500.00 6. MISCELLANEOUS HOUSEHOLD FURNISHINGS 500.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9 210.80 REV-1509 EX + (6-98) *' SCHEDULE F JOINTL V-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 0267 Wan asset was made Joint within one year of the decedent's date of death, R must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. 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 DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. NONE 0.00 0.00 TOTAL (Also enter on line 6, Recapitulation) $ 0.00 .. (If more space IS needed, Insert addnlonal sheets of the same size) REV-1510 EX + (6-98) '* SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 0267 This schedule must be completed and filed ~the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPlICABLE) VALUE 1. NONE 0.00 0.00 TOTAL (Also enter on line 7 Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 0267 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN - ROTH FUNERAL HOME INC. 1,485.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number 01 Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees IRWIN LAW OFFICE 650.00 3. Family Exemption: (If decedents address is notlhe same as claimants, attach explanation) Claimant Street Address City State Zip Relationship 01 Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 68.00 5. Accountants Fees 6. Tax Retum Prepare(s Fees 7. PERSONAL TAXES 9.90 TOTAL (Also enter on line 9, Recapitulation) $ 2212.90 .. (II more space IS needed, Insert additional sheets of lhe same size) REV-1512 EX + (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STINSON GERALDINE FILE NUMBER 21 04 0267 Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. CHAPEL POINTE AT CARLISLE Nursing Home Expenses VALUE AT DATE OF DEATH 361.10 2. SPRINT Utility Bill 49.27 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert addnional sheets of the same size) 410.37 REV-1513 EX + (w' COMMONWEALTH OF PENNSYLVANIA INHERiTANCE TAX RETURN RESiDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER STINSOI r.:!E::C^LDINE 21 04 0?fi7 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 OUtri8ht spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1- STEVEN L. HARTMAN Lineal 111 Curtis Drive 100% RESIDUE Athens, GA 30605 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- NONE 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1- NONE 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-I500 COVER SHEET $ 0.00 .. (If more space is needed, insert additional sheets of the same Size) , ;' LAST WILL AND TESTAMENT I, GERALDINE STINSON, of 8 Alliance Drive, Chapel Pointe, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to Steven L. Hartman. 4. If Steven does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint Steven Hartman to be the personal representative of my estate, to serve without bond. , 6. I suggest that my personal representative retain the services of the Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this rt--1~ day of June, 2000. Ah~~rJ~/~~t( GERALDINE STINSON Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ?/1?l-L;-9 ~ ~dI ~M~ , ACKNOWLEDGMENT AND AFFIDA VIT WE, GERALDINE STINSON, AMY S. CASEY and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. -krL~~j~ GERALDINE STINSON ffJNf ~{fl(Mp b AMY. S~ 7/ ~d;,~ HEAT ER A. BA BOUR COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :55: Subscribed, sworn to and acknowledged before me by GERALDINE STINSON, the testatrix herein, and subscribed and sworn to before me by AMY S. CASEY and HEATHER A. BARBOUR, witnesses, this --r.- day of June, 2000. Notarial Seal Harold S. Irwin 111, Nolary Public Carlisle Bora, Cumberland County My Commission Expires Sept. 23, 2002 Member Pennsytvania Association ot Notaries , . ,--,......~ , . .--,.- .".', ..~".,.:'~ ;-.... < '- 'r. . ,". l." '0' \ ',."' Q2,~~Je~~OO , Cashier's Check 0. PNCBAN< PNC Bank, National Association Southcentral PA No. 1155800 60-1273/313 t1AF:CH 23, 2004 Date 6~~~~~~e THE ESTATE OF GERAL.OIHE :3Tm:;r.~~ $ ,~I U8,80 FIVE THOUSAND EIGHT AND 80 ./ ),I)):~:~:*:ti:**H*****t.;q.:~:**: Dollars m: BANK PNC Bank, National Association '~.-.~ .' c.7l~/,',,- NON-NEGOTIABLE CUSTOMER COPY EFORMl 00472-0900 ~ PNCBAN< Your account was DEBITED for the following reason: o Check # posted on IX! Closed account 5003852033 o Branch adjustment (branch name) o Service charge error o Other" encoding error _ posted to incorrect account (~US1'()1\111:1l (~OI)17 Account Number File 10 AMOUNT $ 3,028.76 5003852033 040 PNC Bank, National Association GERALDINE STINSON 8 ALLIANCE DR APT 204 CARLISLE, PA 17013-4148 FOR BANK USE ONLY D E B I T J Branch #/Dept. # 0000176 Date 03/22/2004 I Prepared By (PRINT Name) THOMAS GOHN (uthorized By Customer's Advice of Charge EFORM 1 00472-0900 o PNCBAN< Your account was DEBITED for the following reason: o Check # posted on IX! Closed account 5003853255 o Branch adjustment (branch name) o Service charge error o Other: encoding error _ posted to incorrect account (~-USTOMER COp-v Account Number File 10 AMOUNT $ 1,980.04 5003853255 040 PNC Bank, National Association GERALDINE STINSON 8 ALLIANCE DR APT 204 CARLISLE, PA 17013-4148 FOR BANK USE ONLY D E B I T J Branch #/Dept. # 0000176 Dale 03/22/2004 I Prepared By (PRINT Name) THOMAS GOHN Authorized By Customer's Advice of Charge BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z8Q601 HARRISBURG PA 17128-06D1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;r 'Jlt"eHU~T1A6'FC~CTc~XUNT *' " ,. REV-16D7 EX AFP (03-05) zoas SCP ! 3 Pr-I DATE 1: WATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-15-2005 STINSON 03-14-2004 21 04-0267 CUMBERLAND 101 Aorount R..itted GERALDINE 1'1"'::- HAROLD S IRWIN III IRWIN LAW OFFICE 64 S PITT ST CARLISLE PA 17013 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, subMit the upper portion of this form with your tax pBYMent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS - -----------.--------------------------------------------------------------. REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF STINSON GERALDINE FILE NO.21 04-0267 AC" 101 DATE 08-15-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A 5UnHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-11-2005 PRINCIPAL TAX DUE: 296.44 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-29-2005 CD005274 5.39- 370.55 08-01-2005 REFUND .00 68.72- TOTAL TAX CREDIT 296.44 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, vnll MAV AE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I Vt LL C" LI~ 1.1. ....--. , c" L, f,' c:; (. fs~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: GERALDINE STINSON Date of Death: 31412004 Will No. 21 - 04 - 0267 Admin. No. 2104 - 0267 Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of the above-captioned estate: I . State whether administration of the estate IS complete: Yes X No 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. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is : N1A c . Did the personal representative state an account informally to the parties in interest? Yes X No d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with t Clerk of the Orphans' Court and may be attached to th" re rt. Date: 911212005 HAROLD S. IRWIN. III Name (Please type or print) 64 SOUTH PITT STREET CARLISLE PA 17013 Address N ( 717 ) - 2436090 Tel . No . co, 1\.,;- Capacity : Personal Representative e.,j x Counsel for personal representative \.-.: 0; l.r::-. C."-, t:"';:'J "..; (J?jQ