HomeMy WebLinkAbout10-14-08_I REV-1500 15056041158
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Po Box zsosoi INHERITANCE TAX RETURN 21 0 8 0 6 6 3
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
188-03-6399 06062008 07031914
Decedent's Last Name Suffix Decedent's First Name M I
STALLSMITH CASSANDRA P
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M I
5pouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
^ 4
Limited Estate
^ 4
F
t
I
^ prior to 12-13-82)
. a. u
ure
nterest Compromise (date of 5. Federal Estate Tax Return Required
6.
Decedent Died Testate
^ 7. death after 12-12-82)
Decedent Maintained a Living Trust
~ 8.
Total Number of Safe Deposit Boxes
^ 9 (Attach Copy of Will)
Liti
ation P
R
d
i
d
^ 10 (Attach Copy of Trust)
^
. g
rocee
s
ece
ve . Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JOHN J• SHORB, ESQUIRE 717-846-9800
r-.~;
Firm Name (If Applicable)
REGISTER d _ 1L4S USE Ot~L?~
STOCK AND LEADER _~,:, o
=;; , -~
First line of address ~. i ---I
!.. ;
SUSQUEHANNA COMMERCE CENTER EAST Y-
Second line of address -'*_'?
-. ' ~~
221 WEST PHILADELPHIA STREET, SUITE E600 ~`_ ~~o
Cit or Post Office ~
Y State ZIP Code DAVE FILED Q
YORK PA 17401-2994
Correspondent's a-mail address
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of whic preparer has any knowledge.
SIGNATURE OF P SON E FOR FILING ETUR ~ T
ADDRESS , E' ~ G ~ ~
221 W• PHILADELPH A ST•, TE• E600 C
SIGNATURE OF PREPARER OTHER THAN REPR SE IVE
STOCK AND LEADER BY~
ADDRESS
221 W• PHILADELPHIA ST•` STE• 600 Y(
PLEASE USE ORIGINAL
Side 1
15056041158 6M46473.000
ONLY
174
C7
15056041158
0~
J
15056042159
REV-1500 EX
Decedent's Social Security Number
188-03-6399
Decedent's Name:STALLSMITH ACCANDRA p
RECAPITULATION
1. Real estate (Schedule A) 1.
0.00
2. Stocks and Bonds (Schedule B) .......................... 2. 3 2 4 712 • 0 7
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. 0 , 0 0
4. Mortgages & Notes Receivable (Schedule D). 4. O • 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 17 7 6 3 3 • 5 3
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 16 O 8 2 • O 8
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested 7. O • 0 0
8. Total Gross Assets (total Lines 1-7). 8. 518 4 2 7 6 8
9. Funeral Expenses & Administrative Costs (Schedule H) . g. 9 6 4 4 • ~ 5
10. Debts of Decedent, Mortgage Liabilities, l;< liens (Schedule I). 10. 1 O 0 8 ~ • 6 3
11. Total Deductions (total Lines 9 & 10) . 1 1. 19 7 3 2 • 3 8
12. Net Value of Estate (Line 8 minus Line 11) 12. 4 9 8 6 9 5 • 3 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . 13. 0 • O 0
14. Net Value Subject to Tax (Line 12 minus Line 13) 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
16. Amount of Line 14 taxable
at lineal rate x .045 4 9 8 6 9 5.3 0 1 s.
17. Amount of Line 14 taxable
at sibling rateX .12 0 • 00 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 • 0 0 t8•
19. TAX DUE 19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042159 6M48482.000
15056042159
quo ~.~ uu
0.00
22441.29
0.00
0.00
22441.29
REV-1500 EX Page 3
~~.•_ I~_~~I~L~ A.L J..www.
File Number
ai. nu nt_t_a
V ~iV~. Mail lLJ --
DECEDENTS NAME
TAL M TH CA SAN RA P
STREET ADDRESS
CUM RLAND CO NTY
CITY STATE ZIP
NEWVILL
lax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit 0 • 0 0
B. Prior Payments 2 0 5 5 7. 2 6
c. Discount 10 81.9 6
3. Interest/Penalty if applicable
D. Interest 0 ' 0 0
E. Penalty 0 • 0 0
(1) 22441.29
Total Credits (A + B + C) (2) 216 3 9 •2 2
Total lnteresUPenalty(D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the dfference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3) 0.00
(a) 0.00
(5> 802.07
(5A) D • 0 0
B. Enter the total of Line 5+5A. This is the BALANCE DUE. (58) 802 • 07
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: ^ ^
a. retain the use or income of the property transferred; ^
b. retain the right to designate who shall use the property transferred or its income; ^ 0
c. retain a reversionary interest; or . ^ O
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . .
X
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^
contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §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 zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. £9116(x)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(x)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. >39116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
6M4671 1.000
REV-7 503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Cassandra P. Stallsmith 21 08 0663
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
ITEM
NUMBER DESCRIPTION
OF DEATH
1. 400 Shares
ABN AMRO Captial Funding Trust, preferred
CUSIP: 00372Q201 8,328.00
2 400 Shares
Amerigas Partners LP, common
CUSIP: 030975106 13,360.00
3 200 Shares
Bank of America Corporation, common
CUSIP: 060505104 6,208.00
Dividend accrued on 6/6/2008 128.00
4 148 Shares
Chervon Corporation, New, common
CUSIP: 166764100 14,837.74
Dividend accrued on 6/6/2008 96.20
5 100 Shares
Cincinnati Bell Inc., New, preferred
CUSIP: 171871403 4,210.00
6 100 Shares
Citigroup Inc., common
CUSIP: 172967101 2,052.00
7 200 Shares
Consolidated Edison Inc., common
CUSIP: 209115104 8,094.00
Dividend accrued on 6/6/2008 117.00
8 100 Shares
DU Pont E. I. Nemours & Co., preferred
CUSIP: 263534307 8,024.50
9 894.7107 Shares
ING Clarion Real Estate Income Fund, common shares
CUSIP: 449788108 11,250.98
LO 1,078.4447 Shares
ING Asia Pacific High Dividend Equity Fund, common
shares
CUSIP: 44983J107 23,458.23
Total from continuation schedules 224,547.42
TOTAL (Also enter on line 2, Recapitulation) $ 324 , 712.07
3wasss ~ o00 (If more space is needed, insert additional sheets of the same size)
Estate of: Cassandra P. Stallsmith 21 08 0663
Schedule B (Page 2)
Value at Date
Item
No. Description of Death
11 400 Shares
ING Group NV 7.2~, preferred
CUSIP: 456837301 9,338.00
Dividend accrued on 6/6/2008 180.00
12 200 Shares
Johnson and Johnson, common
CUSIP: 478160104 13,244.00
Dividend accrued on 6/6/2008 92.00
13 400 Shares
Merrill Lynch Capital Trust 7.0~, preferred
CUSIP: 59021F206 8,500.00
14 1,800 Shares
Merrill Lynch & Co., preferred
CUSIP: 59021V839 35,154.00
15 400 Shares
Morgan Stanley Capital Trust 6.60, preferred
CUSIP: 61750K208 8,462.00
16 219 Shares
Nisource Inc., comon
CUSIP: 65473P105 3,831.41
17 82 Shares
Northrop Grumman Corporation, common
CUSIP: 666807102 5,989.69
Dividend accrued on 6/6/2008 32.80
18 682.1644 Shares
Nuveen Equity Preferred Income Fund, common
CUSIP: 6706ER101 11,044.17
19 625 Shares
Nuveen Quality Preferred Income Fund, common
CUSIP: 67071S101 6,641.88
20 294 Shares
Pactiv Corporation, common
CUSIP: 695257105 7,108.92
21 826 Shares
Pepco Holdings Inc., common
CUSIP: 713291102 21,839.44
Total (Carry forward to main schedule} 131,458.31
Estate of: Cassandra P. Stallsmith 21 08 0663
Schedule B (Page 3)
Item Value at Date
No. Description of Death
22 400 Shares
Public Service Co, OR, preferred
CUSIP: 744533605 10,154.00
23 908 Shares
Starbucks Corporation, common
CUSIP: 855244109 16,339.46
24 900 Shares
York Water Company, common
CUSIP: 987184108 13,387.50
25 10,000 Par
Allegheny County, PA, Port Authority Special Revenue
Bond, 6.0~, due 03/01/2024
CUSIP: 017343BH6 10,393.20
Interest accrued to 6/6/2008 158.33
26 15,000 Par
Hempfield School District, Lancaster PA Bond at 7.2~,
due 10/15/2009
CUSIP: 423745FV5 15,594.30
Interest accrued to 6/6/2008 153.00
27 5,000 Par
York Township PA Water and Sewer Authority Revenue Bond,
6.0$, due 08/01/2013
CUSIP: 987133BC8 5,345.75
Interest accrued to 6/6/2008 104.17
28 20,000 Par
Pennsylvania State Higher Educational Facilities
Authority Revenue Bond, 6.0~, due 01/15/2031
CUSIP: 70917NJS4 20,989.40
Interest accrued to 6/6/2008 470.00
Total (Carry forward to main schedule) 93,089.11
REV-1508 EX + (Eg8)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8r M~SIi.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Cassandra P. Stallsmith 21 08 0663
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Smith Barney Bank Deposit Account
2 AARP Health, premium refund
3 Presbyterian Homes, Inc., refund
4 Bookcase
5 Engagement and wedding rings, adeemed
NOTE: Pursuant to Item Third of Will, no memorandum
existed at death.
177,504.44
5.75
73.34
50.00
0.00
IvrAl_ Also enter on line 5 Reca itulation $ 177, 633.53
3W46AD 1.000 (If more space is needed, insert additional sheets of the same size)
REV-1509 EX+(698) SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERRANCETAX RETURN
RESIDENT DECEDEM
ESTATE OF FILE NUMBER
Cassandra P. Stallsmith 21 08 0663
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G
SURVNING JOINTTENANT(S) NAME I ADDRESS ( RELATIONSHIP TO DECEDENT
A McNichol, Nicolle Lynn 1419 Crestmont Drive, Downingtown,
PA 19335 Granddaughter
JOINTLY-0WNED PROPERTY:
RFC/)
NUMBER LETTER
FOR JOIN
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER ORSIM~LARTLYNHELDIREALESBAREATTACHDEEDFOR
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
IM6~EST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1 A 12/1/1992 The Hartford, Director
Annuity contract no. 96749,
decentant owned jointly
with Nicolle McNichol;
annuitant is Nicolle
McNichol 32,164.15 50.0000 16,082.08
TOTAL (Also enter on line 6. Recapjtulation) I $ 16, 082.08
• (If more space is needed, insert addRional sheets of the same s¢e)
3W46AE 1.000
REV-1571 EX+(1406) I SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c
ESTATE OF FILE NUMBER
ndra P Stallsmith 21 08 0663
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ Egger Funeral Home Inc., funeral expense 515.43
Total from continuation schedules .
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 Stock and Leader, costs:
Probate $ 460.00
Cumberland Law Journal 75.00
Patriot News 249.57
Oath fee 10.00
Telefax .50
Total from continuation schedules .
TOTAL (Also enter on line 9, R~
~wasnc i o00 (If more space is needed, insert additional sheets of the same size)
110.00
8,000.00
1,019.32
9,644.75
Estate of: Cassandra P. Stallsmith
Schedule H Part 1 (Page 2)
Item
No. Description
2 EBY Granite Works, intallation of bronze plate
21 08 0663
Amount
110.00
Total (Carry forward to main schedule) 110.00
Estate of: Cassandra P. Stallsmith 21 08 0663
Schedule H Part 7 (Page 2)
1 Photocopies 14.85 809.92
2 Stock and Leader, costs:
Add'1 fee for ltrs $50.00
File inh. tax return 15.00
File inventory 15.00
File releases 5.00
Securities valuation 44.40
Telefax 5.00
Postage 25.00
Photocopies 50.00 209.40
Total (Carry forward to main schedule) 1,019.32
REV-1512 EX + (12-03)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHREERSIDENTDE EDENTRN MORTGAGE LIABILITIES, & LIENS
- __---
ESTATE OF FILE NUMBER
.Cassandra P. Stallsmith 21 OS 0663
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
3wasnR z o00 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
~assanara r. SLaitsmiLn 21 0 8 0663
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Charles Ray Stallsmith
1106 Altland Drive
Mechanicsburg, PA 17055
Bookcase
Inventory Value: 50.00
40~ of Residue: 199,058.12 Son 199,108.12
2 William Z. Stallsmith
149 Robin Hill Road
Lenhartsville, PA 19534
40~ of Residue: 199,058.12 Son 199,058.12
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
SCHEDULE J
BENEFICIARIES
3W46AI 1.000 to more space is needed, insert atltlltional sheets of the same size)
Estate of: Cassandra P. Stallsmith 21 08 0663
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
3 Gregory Lee Stallsmith
463 Aspers Bendersville Road
Aspers, PA 17304
5$ of Residue: 24,882.26 Grandson 24,882.26
4 Robert Eugene Pedicord
75 Nightingale Lane, Apt. 236
Gulf Breeze, FL 32561
General Bequests: 1,000.00 Grandson 1,000.00
5 Michelle Renee Stallsmith
75 Sam Snead Circle
Etters, PA 17319
5~ of Residue: 24,882.26 Granddaughter 24,882.26
6 Nicolle Lynn McNichol
1419 Crestmont Drive
Downingtown, PA 19335
5~ of Residue: 24,882.26 Granddaughter 24,882.26
7 Amy Sue Routson
27 Big Springs Lane Road
Dillsburg, PA 17019
5~ of Residue: 24,882.26 Step granddaught 24,882.26
~; .~~;o
LAST WILL AND TESTAMENT OF CASSANDRA P. STALLSMITH
I , ChSSP.NDRP_ v . STAL•I~SNiITH, o f West Pennsboro Township ,
Cumberland County, Pennsylvania, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking
any and all wills by me at any time heretofore made.
FIRST: I direct that the expenses of my last illness and
funeral be paid from my estate as soon as practical after my
death.
SECOND: I give and bequeath unto my grandson, Gregory Lee
Stallsmith, my platinum diamond engagement ring and my platinum
Eraddiiig ring (wlth small diamc,nds j if Y'ie Survl'JeS ?*.;e and, 1f he
does not survive me, then I give and bequeath said rings unto my
sons, Charles Ray Stallsmith and W~.lliam Z. Stallsmith, to be
divided between them as they shall mutually agree.
THIRD: I intend to leave a Memorandum as to how I wish to
dispose of certain items of my z•emaining tangible personal
property (excluding the bequest pursuant to paragraph SECOND
1
herein). I request that my Executors distribute such items
accordingly. I give all of my remaining tangible personal
property and insurance thereon (or all such property if I do not
leave such a Memorandum) to those of my children who survive me
in equal shares.
FOURTH: I give and bequeath the sum of One Thousand Dollars
($1,000.00) to my grandson, Robert Eugene Pedicord, it he
survives me and, if he does not survive me, this legacy shall
lapse and go to and increase the residue of my estate as
hereinafter provided.
FIFTH: I give, devise and bequeath all the rest, residue
and remainder of my estate, real and personal, of whatever nature
and wheresoever situate as follows:
(a) I give five percent (5%) of the residue of my
estate as aforesaid unto my granddaughter, Mici7elle. Renee
Stallsmith, if she survives me and, if she does not survive me,
this legacy shall lapse and go to and increase the shares due my
two sons under paragraphs FIFTH (e) and (f) hereafter, in equal
shares.
(b) I give five percent (50) of the residue of my
estate as aforesaid unto my granddaughter, Nicolle Lynn McNichol,
2
if she survives me and, if she does not survive me, then to her
two daughters (my great granddaughters), Kassandra Lynn McNichol
and Madison Jane McNichol, in equal shares. If either of my
great granddaughters should predecease me, the share of the one
so dying shall go to and increase the share of my surviving great
granddaughter and, if both of my great granddaughters should
predecease me, then this legacy shall lapse and go to and
increase the shares of my two sons under paragraph FIFTH (e) and
(f) hereafter, in equal shares.
(c) I give five percent {5%) of the residue of my
estate as aforesaid unto my grandson, Gregory Lee Stallsmith, if
he survives me and, if he does not survive me, then this legacy
shall lapse and go to and increase the shares due my two sons
under paragraphs FIFTH (e) and (f) hereafter, in equal shares.
(d) I give five percent (5%) of the residue of my
estate as aforesaid unto my son, Charles Ray Stalismith's
stepdaughter, limy Sue Routson, if she survives me, and if she
does not survive me, then this legacy shall lapse and go to and
increase the shares due my two sons under paragraphs FIFTH (e)
and (f) hereafter, in equal shares.
{e) I give forty percent (40%) of the residue of my
estate as aforesaid unto my son, William Z. Stallsmith, if he
survives me and, if he does not survive me, then I give his forty
3
percent interest in the residue of my estate as follows:
(i) I give twenty percent (20%) of the residue of
my estate unto the wife of my son, William Z. Stallsmith, namely,
Barbara Ann Stallsmith, if she survives me and, if she does not
survive me, then to my two granddaughters, Michelle Renee
Stallsmith and Nicolle Lynn McNichol, in equal shares.
(ii) I give ten percent (100) of the residue of
my estate unto my granddaughter, Michelle Renee Stallsmith.
(iii) I give ten percent (l00) of the residue of
my estate unto my granddaughter, Nicolle Lynn McNichol.
(f ) I give forty percent ( 4 0 0 ) of the residue of my
estate as aforesaid unto my son, Charles Ray Stallsmith, if he
survives me and, if he does not survive me, then I give his forty
percent (40%) interest in the residue of my estate as follows:
(i) I give twenty percent (20%) of the residue of
my estate unto the wife of my son, Charles Ray Stallsmith,
namely, Kathleen A. Stallsmith, if she survives me and, if she
does nat survive me, then I give fifteen percent (150) of the
residue of my estate to my grandson, Gregory Lee Stallsmith, and
three percent (3%) of the residue of my estate to my step
granddaughter, Amy Sue Routson, and two percent (2%) of the
residue of my estate to my grandson, Robert Eugene Pedicord.
(ii ) I give fifteen percent (15 4 ) of the residue
4
of my estate unto my grandson, Gregory Lee Stallsmith.
(iii) I give five percent (5%) of the residue of
my estate unto my grandson, Robert Eugene Pedicord.
szxTx: T authorize and direct my hereinafter named
Executors to pay the share of any beneficiary taking an interest
in my estate who has not attained the age of twenty-one (21)
years at the time of my decease to a financial institution which
insures its depositors' accounts with either Federal Deposit
Insurance Corporation insurance or Federal Savings and Loan
Insurance Corporation insurance in the name of Charles Ray
Stallsmith and William Z. Stallsmith, or the survivor of them, to
be held, administered and distributed pursuant to the
Pennsylvania Uniform Transfers to Minors Act. Payment by my
Executors to such financial institution as provided above shall
fully discharge my said Executors from any further liability on
account of such distribution.
SEVENTH: I hereby nominate, constitute and appoint my two
sons, William Z. Stallsmith and Charles Ray Stallsmith, or the
survivor of them, to be the Executors of this, my Last Will and
Testament, and if both of my sons predecease me, then I appoint
John J. Shorb, Esquire, to be the Executor of this, my Last Will
5
a
and Testament, and my Executors shall not be required to furnish
bond in the performance of their duties. I further direct that
my Executors retain the firm of Shorb, Shorb & Hast as counsel in
the settlement of my estate.
IN~ WITNESS WHEREOF, I have hereunto set my hand and seal
this ~ ~ ~ day of ~ , 2000.
~-a n~~~ ( SEAL )
Cassandra P. Stallsmith
Signed, sealed, published and declared by the above-named,
Cassandra P. Stallsmith, as and for her Last Will and Testament,
in the presence of us and each of us, who at her request, in her
presence and in the presence of each other have hereunto signed
our names as witnesses thereto the day and year last above
written.
~~
6
COMMONWEALTH OF PENNSYLVANIA )
.-~ ) ss:
d
COUNTY OF ~A~ ~GCm b~r'1r`~it! )
1 ' tz - '--
We, Cassandra P. Stallsmith ,~,.,.~ and
"~'' ~ ~- `= - - ~~'-~ the testator and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testator signed and executed the
instrument as her Last Will and Testament and that she had signed
willingly, and that she executed it as her 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.
Subscribed, sworn to and
P. Stallsmith, the testator,
me by ~,~,4 ~rir/n /d
witnesses, this i9T~ day
OC,assandra P. Stallsmith
I`~
Witness:
b
't ess
acknowledged before me by Cassandra
and subscribed ar~d sworn to before
and ~eT~ ~'Q~
of y~,P~tmbt~" ~ 2G00.
., % ~ ~
yj,.,,.
Notary P lic
West L' HopNo~-~al~b~ert d~~
Pennst~oro '1~r~,
~Y ~mmisskm l~cpirea Jan. 9S, 2004
Member, PennsYtvania Association of Notaries
7