HomeMy WebLinkAbout02-0689
Estate of /7b-"7 r
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
C;f__
No.
To:
21-02-689
Deceased.
Social Security No. Q 10 - .7 ~ - 5~/y
Register of Wills for the
County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut6,~
in the last will of the above decedent, dated ;.;;l., - '30 fJ b>
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h p ,~ last family or principal residence at -4'1
(list street, number and muncipality)
years of age, died 7 :2 (., ,r ~,;?aq2....
at <./rj .j t
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of will of e for probate; was not the victim of a killing and was never adjudicated
incompetent: y
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:
$ (OOD nOD
$ --0/'6.000
-
$
$ ~'--Z. Cl 00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 7tO ' -
(testamentar ; administration c.La.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND 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.
Sworn to or affirmed and subscribed /.~~~ ~
before me this 31st day of ~
JULY '19:2002 ~
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No. 2]-02-689
Estate of
MARY F STUM
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 1st '1!J2002 ,in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
]T ]S DECREED that the instrument(s) dated December 30. ]968
described therein be admitted to probate and filed of record as the last will of
MARY f STUM
and Letters TESTAMENTARY
are hereby granted to MICHAEL L STUM
~/J;/l~i;f'o~/~" /.dl7 /AI<':.y
Re. er of Wills
FEES
JCP
$
$
$
$ 5.00
TOTAL _ $ 94.00
. . . . . . . . AU.Gl!~):,. .1,. . 299~. . . . . . . . . .
80.00
3.00
6.00
Probate, Letters, Etc. .........
Short Certificates( )..........
x-pag!,s.
RenuncIatIOn ................
AITORNEY (Sup. Ct. I.D. No.)
ADDRESS
Filed
PHONE
c2/-00:2-6 <'?J
REGISTER OF WILLS OF, COUNTY
OATH OF SUBSCRIBI~KWITNESS
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(each) a subscribin itness to the will present~h.I'~ewith, (each) being duly qualifie~cording to
law, depose(s) and say(s) t '-, '. presen~d saw
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the at , sign the same and t t '. signed as a witness at th'!:",
request 0 at_ in h presen~d (in the presence of each other) (in the presence of the
other subscribing 'tness(es)). ~
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Sworn to or affirmed and
me this
scribed before
day of
19
Register
(Name)
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(Name;" "
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REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
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depose(s) and say(s) that
MARY F STUM ,
that
they
testat~ of (one of the subscribing witnesses to) the
presented herewith and
codicil
believell'the signature on the will is in the handwriting of
__--MallY F STllM
their knowledge and belieL
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(Name) ,~ ~
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(Address)
to the best of
Sworn to or affirmed and subscribed before
me this 31st day of
~ULY 'iJ9 2002
~~7a..7"";'hn ~1';z;i/,
Register
LAST WILL AND TESTAMENT
I, Mary F. Sturn, of the Borough of Newville, Cumberland County, Pennsyl-
vania, declare this to be my Last Will and Testament and revoke any will or
codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I give, devise and bequeath all of my estate of every nature
and wheresoever situate to my issue per stirpes in shares of equal value,
share and share alike.
ITEM III: I appoint Michael L. Sturn, guardian of any property which
passes either under this Will or otherwise to a minor and with respect
to which I am authorized to appoint a guardian and have not otherwise specifi-
cally done so, and James A. Sturn in the event that Michael L. Sturn shall
cease to act or fail to qualify as guardian, provided that this appointment
of a guardian shall not supersede the right of any fiduciary in its discretion
to distribute a share where possible to the minor or to another for the minor's
benefit. Such guardian shall have the power to use principal as well as income
from time to time for the minor's support and education (including college
education, both graduate and undergraduate) without regard to his or her
parent's ability to provide for such support and education, or to make payment
for these purposes, without further responsibility to the minor or to the
minor's parent or to any person taking care of the minor.
ITEM IV: I direct that all taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall
be paid from my residuary estate as part of the expenses of the administration
of my estate.
ITEM V: I appoint Michael L. Sturn executor of this my Last Will and
Testament. Should he fail to qualify or cease to act as executor, I appoint
James A. Sturn executor of this my Last Will and Testament.
ITEM VI: I direct that my executors or guardian or their successors shall
not be required to give bond for the faithful performance of their duties in
any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will
and Testament, written on one sheet of paper, dated this Jri
day of
December, 1986.
/7;d~ ;i, /-1;t:~
M y F. Sturn
(SEAL
The preceding instrument, consisting of this and one other typewritten
page, each identified by the signature of the testatrix, Mary F. Sturn, was
on the day and date thereof signed, published and declared by Mary F. Sturn,
the testatrix herein named, as and for her Last Will, in the presence of us,
who, at her request, in her presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
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residing at
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COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
We, Mary F. Sturn, Jb~i\ ~'lLc"r~ and W\ ~J,(
, the testatrix and the witnesses, respectively, who~ names
are signed to the attached or 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 Testament and that she signed
willingly (or willingly directed another person to sign for her), 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 testatrix,
signed the will as witnesses and that to the best of our knowledge, the
testatrix was at that time eighteen years or older, of sound mind and under no
constraint or undue influence.
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Subscribed, sworn to and acknowledged, by
Hary F. Stum, the testat:J.x and A.V ~
sworn to before me by ck", "'I ~--1!.L
and ~)..rl-/'" S" ~k yo , witnesses, this
3t!:+ day 0 December, 1986.
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My commission expires April 16, 1990
Shippensburg Township
Cumberland County
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
MARY F. STIIM
Date of Death:
JULY 26, 2002
Will No. 21-02-0689
Admin. No.
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
10-17-02 :
Name
Address
James A. .Stum 154 Bridge Rd., Newville, PA 17241
William O. Stum 515 Adams Road, Carlisle, PA 17013
Carol J. Allen CME Lot 114, Newville, PA 17241
Vickie Geib 103 N. Pitt Street Apt. A, Carlisle, PA 17013
Cindy Chamberlin, 45 Chamberlin Rd., Shippensburg, PA 17257 (OVER)
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except None
Date: /IJ -/1~OJ-
;2~~ <~~j~,_.. ,
~gnature U
Name Susan J. Hartman
Address 1 Irvine Row
Carlisle, PA 17013
Telephone(717) 249-7780
I,
Capacity:
Personal Representative
x Counsel for personal
representative
Beverly Schoolcraft 7414 Spencer Highway, Pasadena, IX 77505
Mike Stum 411 Pine Road, Mt. Holly Springs, PA 17065
REV.1500 EX+ (6-00)
~MONWEALTH OF
PENNSYLVANIA
EPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17121l-06O1
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
STUM MARY F.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MMDD-Year)
Jul 26. 2002 November 27. 1931
(IF APPliCABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MOOLE INITIAl)
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~ 1. Original Return
o 4. Limited Estate
Gd 6. Decedenl Died Testate (Mach copy of WI)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date ofded1 alter 12-12-82)
o 7. Decedent Maintained a Living Trust (Altachcopy ofTNStl
o 10. Spousal PO\Ierty CrOOt (dale of~betwvan 12-31-91 and 1---1-95)
OFFICIAL USE ONLY
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FILE NUMBER
21 - 02 0689
'""'CoiiNTv""CciiiE-YfAR---iiiiiER--
SOCIAl SECURITY NUMBER
210 - 26 - 5414
THIS RETURN MUST BE ALED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAl SECURITY NUMBER
o 3. Remainder Return (date ofdllalh prior 10 12-13.82)
~ 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11 Election to tax under Sec. 9113(A) IAIIKhS<hOI
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TillS SECTION MUST BE COMPLETEO. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Susan J. Hartman
FIRM NAME (If Applcabo)
Duncan & Hartman P.C.
TELEPHONE NUMBER
717-249-7780
1 Irvine Row
Carlisle. PA 17013
(1)
(2)
(3)
(4)
(5)
37.550.48
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mort9ages & Notes ReceWable (Schedule D)
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
8.924.02
7. InterNivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G Of L)
8. Total Gross Assets (total Line, 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate {Une 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
10.930.09
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
35.544.41
17. Amount of Line 14 taxable al sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Dee
X _(15)
X 045 (16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ~RE REQUESTING A REFUND OF AN OVERPAYMENT
OPFlCIAl US!! ONLY
(8)
46.474.50
(11)
(12)
(13)
10.930.09
35.544.41
(14)
35...544.41
1.599.50
1. 599. 50
Decedent's omplete A dress:
STREET ADDiESS 41 fairfield Street
CITY I STATE I ZIP 17?/.1
Newville PA
C
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Tax Payments and Credits:
1. Tax Due (Page 1Llne19)
2. Credits/Payments
A. Spousal Poverty Credit
8, Prior Payments
C, Discount
(1) 1.599.50
Total Credits (A + 8 + C)
(2)
3. InlerestJPenalty if eppIicable
D. Interest
E. Penalty
T otallnterest/Penalty ( D + E ) (3)
4. II Une 2 is lTeater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is IJ'8lIler than Line 2, enter the difference. This is the TAX DUE, (5) 1.599.50
A. Enter the interest on the tax due, (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58) 1.599.50
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 BIId: Yes No
a. retain the use or income 01 the property 1ransfen-ed;......................:..:............................................... 0 ~
b. retain the ngllt to designate who shall use the properly transfen-ed or its Income;...................................... 0 ~
c. retain a reverslonay interest;.or.................................................................................................. 0 0'
d. receive the promise for life of either payments, benefits or car.?......................................................... 0 ~
2. If death occurred aller December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.................... ........... ............... .......... .................. ......... ....... 0 ua"
3. Did decedent ov.n an "in trust foI" or payl!tlle upon death bank account or security at his or her dealh.7........,.,.... 0 G1
4. ~~==i:I=~~lr"':t.':unt:,~~ui~:.~.~~~.~o~~~.~~~h................,.. 0 u;(
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under peneIies of perjuty, I decire that t have extImined this return, inctJdinl;J acco~ schedubs and statemen1s, B'Id to the best of my kt'Iow8dge and beie:f. it is true, correcI and complate.
Dec:1enfion of prepnr other thM the personel represeot8liYe ii based on 81 information of M1ich prepnr has et1Y koowWge.
SIGNA TU S SIBLE FlUNG RETURN DATE
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DATE
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For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate inposed on th. net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or aller 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. ~9116 (a) (1.1) QI)].
The statute does not exemot a transfer to a sUlViving spouse from tax, and the statulo!y requirements for disclosure 01 assets BIId filing a tax return are still applicable even if
the sUlViving spouse is the only beneficiary.
For dates of death on or alter 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 p8'9nt, an adoptive ",""I,
or a stepp8'9nt of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the n.t value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted In 72 P.S. ~116(1.2) [72 P.S. ~9116{a)(1)].
The tax rate imoosed on the net value of transfers to or for the use of the decedenfs siblinos is 12% J72 PS 6Q1161a1l13\1 A slblinn is defined. under Section 9102 as an
FlEII-1502EX+(1-971
SCHEDULE A
REAL ESTATE
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX. RETURN
RESIDENT 0 E
ESTATE OF FILE NUMBER
Sturn MarY F. 21 02 0689
All real property owned solely or as a tenant In common must be reported at fair martcet value. Fair market value is defined as the price et wh~ property would be exchanged
between a wi~ing buyer and a willin9 seller, no,her be~g compelled to buy or sell, bolh having reasonable knowledge of the relevant !acts. Real property which Is jolntly-owned wHh ~ght 01
survtvorshln must be disclosed on Schedule F,
ITEM
NUMBER
1
DESCRIPTION
Net Proceeds Sale of 41 Fairfield Street
Newville, PA 17241
(see attached HUD')
VALUE AT DATE
OF DEATH
37,550,48
TOTALlAlsoentBron line 1. Recaoitulation\ S 37.550.48
REV-f5OllEX.(HI7)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sturn MarY F 21 02 0689
Include the procoeds of litigation and the dete the proceeds were received by the estate. All property joinlly.....ed with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7,
8.
9.
10.
OESCRIPTlON
Adams County National Bank and Farmers National Bank of Newville
Checking Account #117237
VALUE AT DATE
OF OEA TH
4,053.85
Cash on Hand
60.05
Refund State Farm Automotive Insurance
137.42
Refund Comcast Cable
35.24
1992 Dodge Shadow
500.00
The Sentinel Refund
40.63
Refund State Farm Insurance
127.69
Yard Sale Proceeds
423.00
Refund Sprint Telephone
13,10
Adams County National Bank and Farmers National Bank of Newville
Savings Account #5009065
3,533,04
TOTAL (Also enter on line 5, Recapitulation) $
8 924,02
1lfIJ-1511EX+(1-W)
COMMONWEAlTH OF PENNSYlVANIA
INHERlTANCETAXRETURN
RESIDENT DECEDENT
ESTATE OF
Stum. Marv F
Debts of decedent must be reported on Schedule I.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 02
0689
ITEM
NUMBER OESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Eggar Funeral Home 6,513.00
2. Rice Memorial Works 1,300.00
B. ADMINISTRATIVE COSTS:
1. Personal R.,.-esenlalive's Canmissions
Name of Personal Representative {s}
Social Security Number(s) I EIN Number of Pers(mal Representatlve(s)
StreetAd::tess
City State r"
Yea~s) Commission Paid:
2. Atlomey Fees Duncan & Hartman P.C, 2,323.73
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant 10 Decedent
4. Probate Fees Register of Wills 115.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Kough's Oil 11.25
8. Cumberland Law Journal Legal Advertisement 75.00
9. Splint Phone Bill 40,00
10. State Farm Insurance 16.12
11. Sentinel Legal Advertisement 11.63
12. PP&L 50.33
13. Splint Phone Bill 28.18
14, PP&L 26,15
15. Diversified Appraisals 250,00
16. Sentinel Advertisement 21,00
17. Reimburse James Sturn for trash removal 45,00
18. PP&L 27.77
ror AI.. (Also enter on line 9, Recapitulation) $ 10930.09
II~_~__ _____._ ~__..._.... .___.... _.......,.___, -1..--'- _~...._ ____ ___,
.
SCHEDULE J
BENEFICIARIES
RE\l-1S13ex+(1-i7)
COMMONW~THOFPENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
~tllm M"rv F= '1 n, nRR\!
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABlE DISTRIBUTIONS (include outright spousal distributions)
1- James A, stum son 1/7
154 Bridge Road
Newville, PA 17241
2. Carol J, Allen daughter 1/7
C.M.E. lot 114
Newville, PA 17241
3. Vickie Geib daughter 1/7
103 N. Pitt Street, Apt. A
Carlisle, PA 17013
4. Cindy Chamberlin daughter 1/7
45 Chamberlin Road
Shippensburg, PA 17257
5. Beverly Schoolcraft daughter 1/7
7414 Spencer Highway
Pasadena, Texas 77505
6, William O. Stum son 1/7
515 Adams Road
Carlisle, PA 17013
7. Michael L Stum son 1/7
411 Pine Road
MI. Holly Springs, PA 17065
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
IT. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1-
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1-
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $
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LAST WILL AND TESTAMENT
I, Mary F. Stum, of the Borough of Newville, Cumberland County, Pennsyl-
vania, declare this to be my Last Will and Testament and revoke any will or
codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
-.re-s-i--rluRlj. estate as soon as practicable after my decease as a- partuf the
administration of my estate.
ITEM II: I give, devise and bequeath all of my estate of every nature
and wheresoever situate to my issue per stirpes in shares of equal value,
share and share alike.
ITEM III: I appoint Michael L. Stum, guardian of any property which
passes either under this Will or otherwise to a minor and with respect
to which I am authorized to appoint a guardian and have not otherwise specifi-
cally done so, and James A. Stum in the event that Michael L. Stum shall
cease to act or fail to qualify as guardi.an, provided that this appointment
of a guardian shall not supersede the right of'any fiduciary in its discretion
to distribute a share where possible to the minor or to another for the minor's
benefit. Such guardian shall have the power to use principal as well as income
from time to time for the minor's support and education (including college
education, both graduate and undergraduate) without regard to his or her
parent's ability to provide for such support and education, or to make payment
for these purposes, without further responsibility to the minor or to the
minor's parent or to any person taking care of the minor.
ITEM IV: I direct that all taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall
be paid from my residuary estate as part of the expenses of the administration
of my es tate.
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ITEM V:
I appoinc Michael L. Stum executor of this my Last Will and
,
Testament.
Should he fail to qualify or cease to act as executor, I appoint
James A. Stum executor of this my Last Will and Testament.
ITEM VI: I direct that my executors or guardian or their successors shall
not be required to give bond for the faithful performance of their duties in
any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and. seal to t~is my ~act
and Testament, written on one sheet of paper, dated this JEt
December, 1986.
77;~ f ~$~
y . Stum
'.-1-'.'
n~......L
day of
(SEAL
The preceding instrument, consisting of this and one other typewritten
page, each identified by the signature of the testatrix. Mary F. Stum, was
on the day and date thereof signed, published and declared by Mary F. Stum,
the testatrix herein named. as and for her Last Will, in the presence of us,
who, at her request, in her presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
~ M L- r /1 Ot:'L- -a:.. residing
\Ef-fA l )f~/J/)/
at
residing at
-2-
COMMONWEALTH OF PENNSYLVANIA:
SS
._--._._-~.;."'-
COUNTY OF CUMBERLAND
We, Mary F. Stum, JI>~f\ tv\.ttr~ and ~ c:;;::.~{'
, the testatrix and the witnesses, respectively, who~ names
are signed to the attached or 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 Testament and that she signed
willingly (or willingly directed another person to sign for her), 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 testatrix,
signed the will as witnesses and that to the best of our knowledge, the
testatrix was at that time eight~en YF':~!'s cr. c.lder., -("'.:f-~'::"'.ll.l.d mind and untl~rno
~;"'.~ ::onstraint or undue influence.
F. Stum
~.
~~
J1/t h
"
,)pahJl)
~.
Subscribed, sworn to and acknowledged, by
Mary F. Stum, the testat:J.x and A'<f'A ,.".,.
sworn to before me by ilt.....'VI "'-.1!L
an~kr ,witnesses, this
~ day 0 December, 1986. .
~t~!/e~~
.My commission expires April 16, 1990
Shippensburg Township
Cumberland County
~
-3-
I A. Settlement Statement FINAL
, LAW OFFICES U.s. Department of Housing and Urban Development
IRWIN, McKNIGIIT & HUGHES ~..n ,,_ o.no_noo.
I R TYec ~o, ~..'
VlEST POMFRET PROFESSIONAL BUILDING 1. OFHA 2. ~~~ 3. DConv. Unins.
60 VlEST POMFRET STREET . OVA ' --.. ,--
CARLISLE, PENNSYL VANIA 17013-3222 6, FILE NUMBER [7. LOAN NUMBER
BARRI"T<P
8. MORTGAGE INSURANCE CASE NUMBER
C. Note: This form II furnllihed to glw you a statement of actualeetUernenl cotte. Amounts paid to IfId by the .ettl,ment agent are .hown.
Items maril;ed "(p.o.c.r were parn:Ula'd8 the elotlng; thersa... shown l\ere for Information ;~~... and are not \(Icluded In the totals.
WARNING: It ls.a l?~lm. ~...~nowin Iy make tala. .tatemen to !-!,!,~!,I~ ~~ on thll-or an other similar form. Pan8\tip upon
D. NAME OF BORROWER: J.PAULBARRICK
iiI L()Nr. R()AJ) NPWVIL''' DA 17?41
E. NAME OF SELLER: THE ESTATE OF MARY F, STUM
m~DO". 41 FAIRFIELD STREET """WVIJ.LE P A 17241
F. NAME OF LENDER: NIA
.
G. PROPERTY ADDRESS: 41 FAIRFIELD STREET, NEWVILLE, PA 17241
Newville BorouDh
H. SETTLEMENT AGENT: IRWIN, MCKNIGHT & HUGHES, Telephone: 717-249-2353 Fax: 717-249-6354
pr Arc We,' P~-"'" . 1 RIM hi) West ,", -. . "4 170n
I or~, "To. IOn? 120n2
I. C::UMMARY f'\F RORROWER'S TRANSACTIf'\N: K. SUMMARV OF RELLER'S TRANRACTION:
1nn ' . u_".._ ",,_ __ Ann '0 " I~ T" "~, , ~C.
'M 38 000.00 An1 ~n.t.." 38 000.00
1n' An. ....n..1
1n' . m." unnl 711. 00 An.
,n4 AnA
,., 4I\S .
r items naid bv ..11.. .
1n7. 10/22/02 'n12/31/02 27.24 An7 10/22/02 'n12/31/02 27.24
1OR. n." , ~- 10/22/02'n06/30 103 253.52 A". 10-/22/02.n06/30/03 253.52
,,,. A."
..n 41n.
.., A..
... A"
110 "'~ oc~.. 38 991.76 .on 'T~ O~" ~I>' 38 280.76
onn .In ,- ,,- .nn CO", . ,., ...- 'TCl SEL' oc
.., 0____.. "'" 0.....
.n'. ..,--- ... .." ,_.. ~ u,,__ "'_. '4I\n. 730.28
.n' .. -... - ,. -'-"-'- ,.. ......, _ ,__,_"_,,. _.."'u,,_
.n. snA.
.". .n.
.n. ~.
on7. 807.
'''0 800
.". '''.
. "nn,'" hv ..\ .. , "nn,ln
21' <1.
.U "A
"5. 515.
01_ <1_
." <17
... .,.
".. <1.
oon Tnn' n..n, ._-- .on T~To' II~ o~I' Cl>
730.28
,nn t:ASH ' ~..~m oo~'. nl> SOD. t:ASH' - "-~, 'CI>"" 001' 0
.n1 'n". 1?n' 38 991. 76 _M .n"... _."..'''- 38.280.76
,no In.. . a'" "". ,.-- " ..nl 730.2B
'"'. 38 991.76 on, ,.." on 37 550.48
TitleExpress Settlement System Printed 10/2212002 at 11: 18
REV. HUD-l (3/86)
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
File Number: BARRlCKP
SETTLEMENT STATEMENT PAr.P' "H" AT
I ~~TTI ~"ENT CHARGES PAID FROM PAID FROM
700 Ton, ~Al ~~/BR 38,000.00 - BORROWER'S SELLER'S
. ,nn, .. 'n"n~.' FUNDS AT FUNDS AT
,.. . .. , SETTLEMENT SETTLEMENT
'M . tn
'M
AM IT~"~ povor>L~ ECTION WITH lOAN
.n. . ... OL
.n? 'n.n OL
.n. " <..
.n' ~_"" D_M~
.n. . ._"_,_ . c.
.n. , <..
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'H .
OM . "Rc"r>v , "N .._~
on. '.'.__ c. 'n .... M.v
nn. ...
on. ~...." . .., tn
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1 nM. cc~ccVF'" I "AnT" I FOR
,n.. ~...." mn .... Imn
.nM mn .... 1m.
.nM " ,.... .... 1m.
...1Illl' . T.... mn"" 11.67 'm,
'MC o.h""' T.. mn .... 30.60
,nn. 0.00 0.00
11M TOT' ~ ~"._~~-
..n.
.... . .v._h
Hn. T"'.
Hn, T"'_ . ".-",
..n.
.... .. Irwin, McKnioht & Hunhes 6.00
Hn, tn DUNCAN & BARTMAN 125.00
,
..n. T'...,
,
Hno 'v."v',
...n .. 38,000.00 -
HH ., Irwin McKnioht & Hunhes 325.00
...,
....
toM ""V -RFr.nR HRAN"~~C ~u.~~~~
,?.. . <vv. n_" . ., ' ~...... .
"M n..H380.00 .. 380.00
"M ..... nv.H380.00 .. 380.00
....
..n.
toM ODnlT/""O' "FTTI
.... ',,~.v
"M D...
..n. .. DUNCAN & HARTMAN 34.00
..n, wnTODV .. DUNCAN & BARTMAN 10.00
..ne <,w... tn BOROUGH OF NEWVILLE 181. 28
..n.
...,
..n.
1AM TnTo, rf'H I.n'" - .v. 711. 00 730.28
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewed the HUD-1 Settlement Statement and .,the beslof my knowledge and belief, it Is a true and accurate statement of all receipts and disbursements made on my account orb
In this transacUon. I further certify that I have received a copy of the HUD.1 Settlement Statement.
J,r}6q~AA~// <:-?'1-~/?/?/;~
THEESTATEOFMARYF. STUM
The HUD-1 Settfement Statement which I have prepared Is a true and aCaJrat. account of Utls transactio
I have caused or will cause the funds to be dlebul'&ed In accordance with this slmment
WARNING: IT IS A CRIME TO KNOWtNGL Y MAKE FALSE STATEMENTS TO 'THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
U.S. CODE SEC1l0N 1001 AND SECTION 1010.
By:
'}/S9 7_
I,)
c&___
DATE
I...YL-lr(V'-
TitleExpress Settlement System Printed 10/22/2002 at II: I R
01:" UTln._I/'::tIOt:.\
~ FARMERS NATIONAL BANK
OF NEWVILLE ;1D/lJifionrjAdmllxC,,_a/l,iV6iomdBmrk
Augus t 7, 2002
Susan J. Hartman, Esquire
Duncan & Hartman, Attorneys at Law
One Irvine Row
Carlisle, PA 17013
RE: Estate of Mary F.Stum
Dear Ms. Hartman:
Mrs. Sturn had a non-interest-bearing checking account in this bank
which was opened November 2, 1996 which had a balance of $4,053.85. She
also had a savings account #5009065 which was opened December 12, 1986
and which had a balance of $3,529.14 pIus $3.90 accrued interest. Both
accounts were in her name alone.
Sincerely yourst
i!a1/~'~ Xrrt'
. Carolyn H. Kough
Executive Vice President
po. Box 1
r,k;;;v''-iHe, PA 1724t co ('1l7) 776-')312
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
SUSAN J HARTMAN ESQUIRE
1 IRVINE ROW
CARLISLE, PA 17013
nnnn fold
ESTATE INFORMATION: SSN, 210~26~5414
FILE NUMBER: 2102-0689
DECEDENT NAME: STUM MARY F
DATE OF PAYMENT: 11/18/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/26/2002
NO. CD 001852
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,559.50
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MICHAEL l STUM
C/O SUSAN J HARTMAN ESQUIRE
CHECK#109
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$1,559.50
MARY C. lEWIS
REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STUM MICHAEL l
411 PINE ROAD
MT HOllY SPRINGS, PA 17065
n_n_ fold
ESTATE INFORMATION: SSN: 210-26-5414
FILE NUMBER: 2102-0689
DECEDENT NAME: STUM MARY F
DATE OF PAYMENT: 01/13/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/26/2002
NO. CD 002037
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $40.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#111
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$40.00
DONNA M. OTTO
DEPUTY REGISTER OF WillS
\. /?- ~9- I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SUSAN J HARTMAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-2003
STUM
07-26-2002
21 02-0689
CUMBERLAND
101
*'
REV-1547 EXAFP (Ol-OSl
MARY
F
Amount Remitted
PA 17013-1410
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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STUM MARY F FILE NO. 21 02-0689 ACN 101 DATE 01-06-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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)
37.550.48
.00
.00
.00
8.924.02
.00
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
3. Closely Held Stock/Partnership Interest (Schedule C)
4.
5.
6.
7.
8.
Mortgages/Notes Receivable (Schedule DJ
Cash/Bank Deposits/Misc. Personal P~ope~ty
Jointly Owned P~ope~ty (Schedule F)
(Schedule E)
T~ansfe~s (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,930.09
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
(9)
ClO)
.00
Cl1)
Cl2)
(13)
Cl4)
10.
11.
12.
13.
14.
Net Value of Tax Retu~n
Cha~itable/Gove~nmental Bequestsj Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insu~e prope~
c~edit to you~ account,
submit the upper po~tion
of this form with you~
tax payment.
(8)
46,474.50
In.9~n 09
35,544.41
.00
35,544.41
NOTE: 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. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B ~ate
19. P~incipal Tax Due
Cl5) .00 X 00 .00
Cl6) 35.544.41 X 045 = 1,599.50
Cl7) .00 X 12 .00
Cl8) .00 X 15 .00
(19)= 1.599.50
TAX CR"OITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-18-2002 COOO1852 .00 1,559.50
PAYMENT MUST BE MADE BY 04-26-2003<. TOTAL TAX CREDIT 1.559.50
BALANCE OF TAX DUE 40.00
INTEREST AND PEN. .00
TOTAL DUE 40.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SUSAN J HARTMAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE PA 17013-1410
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-2003
STUM
07-26-2002
21 02-0689
CUMBERLAND
101
*'
R€V-1541 EX AFP (Ol-O~J
MARY
F
Amount Remitted
'10.00
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~
------------ ----- ------ --
CUT ALONG THIS LINE
~
I~ 1?-/
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZSD601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
SUSAN J HARTMAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
REV-}607EX UP (Ol-03l
02-18-2003
STUM
07-26-2002
21 02-0689
CUMBERLAND
101
MARY
F
Allount Remitted
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 payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R"EV=i6ilTiY-AFP--fiiFoiY------ii..--iNifERITANc'E-;:ilY-SyiiTEH"E-ti;:-ifF-ilccoiiiff--.ii"ii---------------------
ESTATE OF STUM
MARY
F FILE NO.21 02-0689
ACN 101
DATE 02-18-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY 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: 01-06-2003
PRINCIPAL TAX DUE,~ 1,599.50
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-18-2002 CDOO1852 .00 1,559.50
01-13-2003 CD002037 .00 40.00
TOTAL TAX CREDIT 1,599.50
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" (CRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
STATUS REPORT UNDER RULE 6.12
Name of Decedent: -'}i'\ C\ 1''r1 ~ "rt J.A VV"1
Date of Death: ~ '~1 3 I .:;>r,o:>-
"
Will No.: =i. \ - n J, - Ob7l,<\
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~entative file a final account with the Court?
Yes _ No~ C
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal~entative 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 to this report.
Date: +10'1 ~(t:ur~~"" a 'f~-./.
/..~ 'S
, J,t l "S/1..--V\. .
Name
cl C\ 1-t...'Yln \oc,
. 0. r;, I' '
t ~0; vV' ~\n,d r IC "Ie
I
Address
R.o 170/3
717 -;}Y1-77';30
Telephone No.
Capacity:
Q):'ersonal Representative
~ounsel for personal representative
"
I