HomeMy WebLinkAbout03-0978PETITION FOR PROBATE and GRANT OF LETTERS
Estate
also known
Deceased.
Social Security No. _~0~' -, /,_~t -- ~'~'-~'~ / ,,~
To:
Register of Wills for the
County of t,~o,...~,~,/~
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 execut a/-~
in the last wilt of the above decedent, dated ~'7.,~./~ / ~
and codicil(s) dated
/
in the
named
,19 /
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ,,'~,~...~,~z,.~.z_-~,,-,,_~ County, Pennsylvania, with
h ¢'~' last family or principal residenc-~t - -
(list street, number and muncipality)
Decendent, then ~ ~ years of age, died
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: /~'ZSo"-,'~/~,~_.~ ~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF ~wk:~c\6-~c\ f ss
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 ad,ministe~ the est. a;t¢ accoj:ding to law.
Sworn to or affirmed and subscribed,-~,~'/~_~e~.'/~.~~~,~
be[ore me this ~1,~"~ day of / ~'
~-~ ~ ~~--~xRegister [ i'-~ - I'~ - ~r ~
No. ~X- 0 $- c~"l q
Estate Of KATHRYN M STAINS AKA MARGARET K STAIN~]Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW NnVFMR? _eS, 2003
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 7-17-1991
described therein be admitted to probate and filed of record as the last will of.
KATHRYN M ~TATNq AKA ~ADGADET ~ STAINS
~d Letters TFSTAMFNTARY
are hereby granted to WIllIAM £ qTAIN~
., in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
~ion x._~,~,..c~.~. · ·
TOTAL
Filed ...... 3.q.: ~ ~.~QQ ~
COUPLE PICKED OP ~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ / Local Registrar / //'
'7 4:9 5 6; 0 OCT 1 ,:.3 21703
No. '~ " Date
H10~.144 Rev. 1/91
,.ANmNV t;29--122
Margaret
79 w,.
Cumberland
S~lno
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
K Stains
UNDER 1 DAY DATE OF BIRTH
(MOm~. Day, Year)
)ec. 7, 1923
North Newton
91 Dublin Gap Rd., Apt 108
Newville, PA 172-41
Shoe
~ECEOENT'S
RESIDENCE
;A/HER'S NAME {Fa~,
Frank E. Bennett
L. Stains
(Coroner)
~.~ STATE F~LE NUMBER
SEX I -~3C- L~L $ECUR~'Y NUMBER
E. Female
91 Dublin Gap Road ~*[]
LATE O~ m*~*H ~o,~. O,y. ~
October 9, 2003
~T..s,,,, PA ~
~ ,?..[~ ~,.~,~ North Newton
Cumberland m,,..,.,~,? ,,7..F'1 ~' ~" ~
Mem. Grds.
PA 17013
10/14/'2603
FD 012633 L
· ~ ~ Octobe~ 10, 2003 .
~"'~'~---- · O_c_lus~ve Coronar Artery Disease
Carlisle, PA 17~013
Funeral Carlisle, PA 17013
Coroner
October 2003
Michael L. Norris, Coroner
6375 Basehore Road, Suite ~i
Mechanicsburg, Pa. 17050
LAST WILL AND TESTAMENT
OF
KATHRYN M. STAINS
instruction or selected by my beneficiaries and to add the net
proceeds from their sale to the residue of my estate.
THIRD: I give and devise the residue of my estate, real,
personal and mixed, of whatever kind and nature, and wherever
situate at the time of my death, including any property over which
I now have or hereafter acquire a power of appointment, to my
husband, WILLIAM C. STAINS, SR., provided that my husband survives
me by sixty (60) days. If my husband predeceases me or is not
living on the sixty-first (61st) day after my death, I give, devise
and bequeath the residue of my estate, in equal shares, to my
children, provided that the share of any child who predeceases me
or is not living on the sixty-first (61st) day after my death shall
be distributed to his or her issue per stirpes living on the sixty-
first (61st) day after my death and, in default of any such then-
living issue, such share shall be added equally to the share or
shares for my other children.
FOURTH: I nominate, constitute and appoint WiLLiAM C. STAINS,
SR., Executor of this my Last Will and Testament, to serve without
bond or security, and to make distribution of my estate in cash or
in kind, or partly in cash and partly in kind, and in such manner
as he may determine. I authorize, empower and direct him to sell
and convey, by good and sufficient deed, in fee simple estate, any
and all of my real estate, at public or private sale, for such
price or prices, upon such terms and conditions, as in his judgment
2
KATHRYN M. STAINS
I, K~THRYN M. STAINS, declare this to be my Last Will and
Testament and hereby revoke all prior wills and codicils made by
me.
FIRST: My Executor shall pay from the residue of my estate
all my debts, funeral and administration expenses and all estate,
inheritance, succession and transfer taxes imposed by the United
States or any state, territory or possession which shall become
payable by reason of my death. It shall not be necessary to file
any claims therefor, nor to have them allowed by any court.
SECOND: I give all of my tangible personal property to my
husband, WILLIAM C. STAINS, SR., if he survives me by sixty (60)
days. If my husband is not living on the sixty-first (61st) day
after my death, then I give such of my tangible personal property
as is set forth in a separate, dated and unsigned letter of
instruction, which I shall place with my Will, to the persons
therein designated. If I have not left a letter of instruction or
for those articles not distributed under this letter of
instruction, I direct that such items be distributed among my
children living at the time of my death as they may select in as
nearly equal shares as is practical. If there is any disagreement
as to distribution, I direct my Executor to make such distribution.
The decision of my Executor shall be final and binding. I direct
my Executor to sell, or otherwise dispose of in his discretion, any
such property not specifically distributed by my letter of
LAST WILL AND TESTAMENT
OF
KATHRYN M. STAINS
is best for my estate, and to that end to sign, seal, execute,
acknowledge and deliver all deeds or other instruments necessary
therefor, as effectively as I could do if I were personally
present.
In the event such person does not survive me, or refuses to
act as Executor or does not complete the duties of Executor, then
I nominate, constitute and appoint WILLIAM C. STAINS, JR., as the
alternate Executor, to serve without bond or security. My
alternate Executor shall have all of the powers, privileges, duties
and immunities as provided herein.
FIFTH: Should any distributee of my estate be a minor, or,
in the opinion of my Executor, be mentally or physically
incapacitated, my Executor may pay his or her share of my estate
to the parent or guardian of the distributee, or to any person
taking care of the distributee, or, in the case of a minor, may
deposit the share in a savings account, made payable to the minor
upon attaining majority, which I define as twenty-one (21) years
of age.
IN WITNESS WHEREOF, I, KATHRYN M. STAINS, the Testatrix, have
to this my Last Will and Testament, set my hand and seal this
/74 day of ~,L~/
~ -~ , 1991.
'KAT~aYN/~. STAINS
LAST WILL AND TESTAMENT
OF
KATHRYNM. STAINS
Signed, sealed, published and declared by the above named
Testatrix, as and for her Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other. The preceding document consists of this and three (3)
other consecutively numbered typewritten pages.
residing at
residing at
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
) ss.:
COUNTY OF )
The Testatrix and the witnesses whose names are subscribed to
the foregoing instrument, being first duly sworn and qualified
according to law, do hereby acknowledge and declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her last Will in the presence of the witnesses, that
she signed willingly or willingly directed another to sign for her,
that she executed it as her free and voluntary act for the purposes
therein expressed, that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witnesses, 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.
TestAtrix
//.Witness
Witness
Sworn to, subscribed and acknowledg, e~ before me ,by the above
named1941. Testatrix and witnesses this !/cA day of ~~
otar~ Public __ ~ (SEAL)
or
Attorney-at-Law
NOTARIAL
ANN MAR!E B~AWITZ, NOTARY PUBLIC
HARR~?~URG, DAUPI~IN COUNTY
MY COM,~k~.'.~ON EXHNE$ DEC. 9,
Member, Pe~nsy!vani; As=oc~ion of Notm~es
unh
Kathryn M. Stains
THE LAW FIRM Of
KILLIAN & GI:'PHART
HARRISBURG, PENNSYLVANIA 17108
JRD/June 30, 1992/17858
In Re: Estate ofKATHRYN M STAINS
Late of NORTH NEWTON TOWNSHIP
Estate No.: 21-03-978
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2003-978
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: WILLIAM C STAINS, JR
Counsel for Personal Representative: MICHAEL DAVID RENTSCHLER
Date of Grant of Original Letters: 11-25-2003
Date of Delinquency Notice: 03-07-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
MARCH 7, 2004, and that the ten (10) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 04-15-2004
Glenda Farner Strasbaugh-~
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled forl,-~fi at CIl:~Ch in Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing da~,'the hearing will automatically
Geor~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, P.A 17128-0,601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003424
RENTSCHLER MICHAEL DAVID
1300 MARKET STREET
SUITE 200
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 209-12-5312
FILE NUMBER: 2103-0978
DECEDENT NAME: STAINS KATHRYN M
DATE OF PAYMENT: 01/09/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/09/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $683.75
REMARKS:
TOTAL AMOUNT PAID:
$683.75
SEAL
CHECK# 103
INITIALS: AC
RECEIVED BY:
GLENDA FARNER STRASBAUGH
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
JUIW--24--28~4 89:42 PM P. 02
N~ ~ n~w be~n ~iv~n ~ MI pe~ou~ entM~d ~he~M undur Rule 5,6(a) except .- .....
FROM TO Renstshl, er law offi 612312004 3:37 PM PaGe 1
FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF KATHRYN M. STAINS, DECEASED
No. 21030978
KNOW ALL MEN AND WOMEN BY THESE PRESENTS, that W~REAgl I4,,athryn
M. Stains, late of Newville, Cumberland County, Pennsylvania, deceased, died testate on the 9th
day of October, 2003, having first made her last will and testament, which was duly executed on
July 17 1991 and is duly recorded in Cumberland County, Pennsylvania, No. 21030978;
WHEREAS, the said Kathryn M. Stains, by the aforesaid last will and testament, named
William C. Stains, Jr., as Executor of said last will and testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by
the Register of Wills of Cumberland County, Pennsylvania, to the said Executor, hereinafter
called personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate of the
said decedent and the assets consist of both real property and personal property, to a total value
of $18,244.73, as set forth in Exhibit "A", which is a statement of account of the said personal
representative, and which is attached hereto and made a part hereof, and marked Exhibit "A";
WHEREAS, the debts and deductions, including the payment of inheritance tax in the
said estate, amount to $18,244.73, leaving a balance for distribution of $15,920.13, also as set
forth in the statement of the said personal representative, which is attached hereto and marked
Exhibit "A";
WHEREAS, the balance for distribution as shown in the said statement marked as
Exhibit "A" has been reduced to cash and has been distributed as herein indicated in accordance
with the terms of the last will and testament of the said decedent;
NOW, THEREFORE, KNOW YE, that we, William C. Stains, Jr and Bany Stains, being
all of the children of the said decedent, and heirs under the last will and testament of the said
decedent, and being those persons entitled to inherit under said last will and testament, do hereby
each of us, acknowledge that we have this day had and received from the aforesaid personal
representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests,
and devises as are given, devised and bequeathed to each of us respectively by the said last will
and testament, the amounts due us under the said last will and testament, which amount owe
have received this day, and which amounts are in the amount set opposite our respective names
in the table and schedule of distribution in said statement attached hereto and marked as Exhibit
"A";
AND, each of us does hereby stipulate that in order to avoid the expense and time
involved in the filing of a formal account and schedule of distribution, we each agree that no
account is necessary and we do hereby agree that we do consent to distribution being made
without the filing of an account and schedule of distribution, the same to be with the same fome
and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of
Common Pleas of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever
discharge the said personal representative, William C. Stains, Jr., heirs, executors, and
administrators and assigns, and The Law Office of Michael D. Rentschler, P.C., its employees,
officers, executors, heirs and assigns, the attorneys for the Estate of the Late Kathryn M. Stains
of and form the said estate and from all actions, suits, payments, accounts, reckonings, claims,
and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing
whatsoever, touching upon the estate of the said decedent, and each of use do further hereby
covenant and agree that should any liability come due to the estate of the said decedent after the
signing of this agreement, we and each of use do hereby covenant and agree with each other and
the aforesaid personal representative, that we will contribute pro-rate, our share of the estate to
satisfy any and all claims, demands, suits, or causes of action which may be successfully
prosecuted against the said estate or the aforesaid personal representative after the signing,
sealing and delivery of this family settlement agreement and final release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this
day of July, 2004, intending to be legally bound hereto.
Estate of Kathryn M. Stains
William Stains, l~xecuter
SCHEDULE OF DISTRIBUTION OF ESTATE NUMBER 21-03-978 (KATHRYN
M. STAINS)
All personal property identified in the inheritance tax return for the Estate of Kathryn M.
Stains is allocated and distributed evenly between her surviving sons, William C. Stains
of 45 Wetherbum Road, Enola, Cumberland County, Pennsylvania and Barry Stains of
297 Sherwood Drive, Carlisle, Cumberland County, Pennsylvania
FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF KATHRYN M. STAINS, DECEASED
No. 21030978
KNOW ALL MEN AND WOMEN BY THESE PRESENTS, that WI~REAS, Kgthryn
M. Stains, late of Newville, Cumberland County, Pennsylvania, deceased, died testate on the 9th
day of October, 2003, having first made her last will and testament, which was duly executed on
July 17 1991 and is duly recorded in Cumberland County, Pennsylvania, No. 21030978;
WHEREAS, the said Kathryn M. Stains, by the aforesaid last will and testament, named
William C. Stains, Jr., as Executor of said last will and testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by
the Register of Wills of Cumberland County, Pennsylvania, to the said Executor, hereinafter
called personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate of the
said decedent and the assets consist of both real property and personal property, to a total value
of $18,244.73, as set forth in Exhibit "A", which is a statement of account of the said personal
representative, and which is attached hereto and made a part hereof, and marked Exhibit "A';
WHEREAS, the debts and deductions, including the payment of inheritance tax in the
said estate, amount to $18,244.73, leaving a balance for distribution of $15,920.13, also as set
forth in the statement of the said personal representative, which is attached hereto and marked
Exhibit "A";
WHEREAS, the balance for distribution as shown in the said statement marked as
Exhibit "A" has been reduced to cash and has been distributed as herein indicated in accordance
with the terms of the last will and testament of the said decedent;
NOW, THEREFORE, KNOW YE, that we, William C. Stains, Jr and Barry Stains, being
all of the children of the said decedem, and heirs under the last will and testament of the said
decedent, and being those persons entitled to inherit under said last will and testament, do hereby
each of us, acknowledge that we have this day had and received from the aforesaid personal
representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests,
and devises as are given, devised and bequeathed to each of us respectively by the said last will
and testament, the amounts due us under the said last will and testament, which amount owe
have received this day, and which amounts are in the amount set opposite our respective names
in the table and schedule of distribution in said statement attached hereto and marked as Exhibit
"A";
AND, each of us does hereby stipulate that in order to avoid the expense and time
involved in the filing of a formal account and schedule of distribution, we each agree that no
account is necessary and we do hereby agree that we do consent to distribution being made
without the filing of an account and schedule of distribution, the same to be with the same force
and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of
Common Pleas of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever
discharge the said personal representative, William C. Stains, Jr., heirs, executors, and
administrators and assigns, and The Law Office of Michael D. Rentschler, P.C., its employees,
officers, executors, heirs and assigns, the attorneys for the Estate of the Late Kathryn M. Stains
of and form the said estate and from all actions, suits, payments, accounts, reckonings, claims,
and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing
whatsoever, touching upon the estate of the said decedent, and each of use do further hereby
covenant and agree that should any liability come due to the estate of the said decedent after the
signing of this agreement, we and each of use do hereby covenant and agree with each other and
the aforesaid personal representative, that we will contribute pro-rate, our share of the estate to
satisfy any and all claims, demands, suits, or causes of action which may be successfully
prosecuted against the said estate or the aforesaid personal representative after the signing,
sealing and delivery of this family settlement agreement and final release.
1N WITNESS WHEREOF, we have hereunto set our hands and seals this
day of July, 2004, intending to be legally bound hereto.
Estate of Kathryn M. Stains
Wdham Stmns, Executer
SCHEDULE OF DISTRIBUTION OF ESTATE NUMBER 21-03-978 (KATHRYN
M. STAINS)
All personal property identified in the inheritance tax remm for the Estate of Kathryn M.
Stains is allocated and distributed evenly between her surviving sons, William C. Stains
of 45 Wetherbum Road, Enola, Cumberland County, Pennsylvania and Barry Stains of
297 Sherwood Drive, Carlisle, Cumberland County, Pennsylvania
COMMONWEALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I--
Z
LU
ILl
W
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OECEDENT'S NAME (MST, FIRST, AND MIDDLE INITIAL)
DATE OF D~TH (MM-DD-YEAR) D~E OF BIRTH (MM-DD-YEAR)
10/09/2003 12/07/1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
SOCIAL SECURITY NUMBER
209 - 12 - 5312
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
J~l. Odginal Return
[]4. Limited Estate
[~6. Decedent Died Testate (Attach copy olW~ll)
[]9. Litigation Proceeds Received
NAME
FIRM NAME IIfApplicable)
TELEPHONE NUMBER
[~2. Supplemental Return
E~4a, Future Interest Compromise (date of death user 12-12-82)
E~7, Decedent Maintained a Living Trust (Attach copyof Trust)
~]10. Spousal Povedy Credit (date of death betw~er~ 12-31-91 and 1-1-95)
COMPLETE MAILING ADDRESS
Federal Estate Tax Return Requi~ed
Total Number of Safe Deposit Boxes
1 Election to tax under Sec. 9113(A) (Attach
1. Real Estate (Schedule A) (1) - 0- ~ ~
2 Stocks and Bonds (Schedule B) (2) 0 ;~':
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0
4. Mortgages & Notes Receivable (Schedule D) (4) 0 i
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ~ ~ _R ~ 2 ~ ~: ? ~ ;
(Schedule E)
6, Jointly Owned Property (Schedule F) (6) ,,.-~ :. 0 i~
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $1 ~ 4 6 7.1 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) $ 8 5 7.4 5
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(B) $18,244.73
(1~) $2r324.60
(12) $15:q20.13
(13)
(14) $15,920.13
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec, 9116 (a)(1.2) x .0 __ (15)
16, Amount of Line 14 taxable at lineal rate x .0 ~,.7
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at,collateral rate x .15 (18)
19. Tax Due (19)
$680.58
Decedent's Complete Address:
STREETADDRESS
91 DOUBLIN GAP ROAD
APARTMENT 108
CiTY
NEWVTT,T,E
Tax Payments and Credits:
1. Tax Due (Page f Line 19)
2. Credita/Paymenta
A. Spousal Poverty Credit 0
B. Prior Payments $ 5 ~ 3.7 5
C, Discount
0
I STATE PA
Interest/Penalty if applicable
D, Interest
E. Penalty
(1)
Total Credits (A + B + C ) (2)
0
Total Interest/Penalty ( D + E ) (3)
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 {4)
ZIP 17241
$680.58
$683.75
0
$3.17
0
0
5. If Line 1 + Line 3 is greater than Ltae 2, enter the difterence. This is the TAX DUE,
A. Enter the interest on the tax due.
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0
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: Yes No
a. retain the use or income of the properly transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
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-prebate 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.
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 which preparer has any knowledge
SIGNATURE OF. PERSON RESPONSIBLE FOR F.9,.Ir,JG RETURN
ADDRESS ~ ~/
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfem 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 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 RS. §9116 (a) (1.1) (ii)
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
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 paten
or a stepparent of the child is 0% [72 P.S. §9116(a)(12)].
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 RS. §9116(1.2) [72 P.S. §9116(e)(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. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
KATHRYN M. STAINS 2103-0978
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,
STARTING BALANCE
CHRISTMAS CLUB MONEY
DADS INSURANCE POLICY
DADS INSURANCE POLICY
DADS INSURANCE POLICY
AARP REFUND DAD
AARP REFUND MOM
SECURITY FUND REFUND (SENIOR APT.)
OVER PAYMENT REFUND (CARLISLE MED CTR)
COMCAST CABLE BILL REFUND
FURNITURE AND FIXTURES PER MCGEES APPRAISAL
2001 HONDA CIVIC MODEL LX(28,000 MILES)
(PER MCGEES APPRAISAL )
$1,202.14
$2,033.30
$ 971.00
$ 100.00
$ 143.21
$ 141.21
$ 188.70
$ 55.70
$ 29.54
$1,200.00
$11,500.00
TOTAL (Also enter OR line 5, Recapitulation) $18,244.73
(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 FILE NUMBER
KATHYRN M. STAINS 2103-0978
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
FUNERALEXPENSES:
EWING BROTHERS (MOM AND DAD EXTRA FUNERAL EXP)
LISA"S FLOWERS
GEORGE'S FLOWERS
ESTATE PUBLICATIONS PATRIOT NEWS
ESTATE PUBLICATIONS CUMBERLAND LAW JOURNAL
FILING FEE FOR OPENING ESTATE
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) N/A
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant N/A
Street Address
City State Zip
Relationship of C~aimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
$ 391.59
$ 107.54
$ 132.50
$ 173.52
$ 75.00
$ 87.00
$500.00
TOTAL (Aisc enter on line 9, Recapitulation) I ¢ 4 6 7.1 5
(If more space is needed, insed additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANrA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGELIABILITIES,& LIENS
ESTATE OF FILE NUMBER
KATHRYN M. STAINS 2103-0978
Include unreimbursed medica~ expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
ALLSTATE CAR INSURANCE PREMIUMS
PRESBYTERIAN HOMES INC. (DADS ROOM)
MCI FINAL BILL
MAGEES AUCTIONS (ESTATE APPRAISAL)
SPRINT FINAL BILL
PPL ELECTRIC FINAL BILL
WEST SHORE MEDICAL INSURANCE (AMBULANCE)
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$133.64
67.86
60.00
29.02
33.08
509.29
$ 857.45
MAGEE AUCTIONS
320 Cameron Street
Marysviile, PA 17053
To: Michael Rentschler
1300
Sui~ #200
Lemoyne, PA 17043
ge~
Estate of Kathryn M. Stains, Mt. View Apartments, Apartment #108
91 Doubling Gap Road, Newville, PA 17241
This estate consists of the average household goods for a one-bedroom apartment
with living room, kitchen and one bath.
The apartment consists of the following: One sofa; reclining chair; rocker;
bookcase; home-made clock; 20 year old television and VCR; various lamps, knick
knacks; washbowl; pictures and wall hangers; dinette set with two chairs; two crocks;
two jugs; every day pots and pans; dishes - service for eight; one large four gallon jug;
small appliances; two dressers; two silver dollars; wardrobe; bed; television (15 years
old; night stands; and bed linens. The items just listed (furniture and fixtures) have a
value of approximately $1200 if sold at auction, after costs.
The estate also includes a 2001 Honda Civic Model LX - Four door with 28,000
miles shown. This automobile includes automatic transmission; air conditioning; am/fm
cassette radio and side and front air bags. The automobile is in excellent condition and
may be worth $11,500.
If you have any questions regarding the above, please don't hesitate to call 717-
9574087.
MAGEE AUCTIONS
320 Cameron Street
Marysville, PA 17053
INVOICE
Appraisal for the Estate of Kathryn M. Stains, Mt. View Apartments, Apartment
4/108, 91 Doubling Gap Road, Newville, PA 17241
$60.00
Delivery Date !
DELIVER TO:
Address
City
Phone (
FRESH SILK
State ,,. Zip
PLANTER DRIED
BOXED LOOSE VASE
ANN.~ SYM. ', G. W.
HO[.. CONG.
Boy/Girl
T.O.Y. THANh~
Phone (work)
zip
(home)
Amount
Delivery Charge
Service Charge
Seles Tax .....
Credit Card #
Expiration
Authorization #
Credit Card U~
FILLING FLORIST:
TEL/FTD #
Phone:
Time:
BUREAU OF INDIVIDUA",lt~DCf' ,"cr-lei: nr-
INtERITANCE TAX DIVISION" lLJ::II."~ u,) '......1 I' L_
PO BOX 280601 . ,-- --, -',', "I f ':
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:INHER:ITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-16D7 EX AFP (03-05)
2005 r.L1G I 2 ri\ I: I 0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-25-2005
STAINS
10-09-2003
21 03-0978
CUMBERLAND
101
AIlount Renl tted
KATHRYN
M
CU::,:I<
MICHAEL Jrl~~~':~c~l~~ '~T~,
;.../,,)
1300 MARKET ST 200
LEMOYNE PA 17043
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, sub.it the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
-
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF STAINS KATHRYN M FILE NO.21 03-0978 ACN 101 DATE 07-25-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY DF 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: 07-11-2005
PRINCIPAL TAX DUE: 716.41
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-09-2004 CD003424 35.82 683.75
07-11-2005 '" R~UND .00 3.16-
:::::,,(~"'\, ~~, ~,\, ~\.,-( \"\.~W
TOTAL TAX CREDIT 716.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATIDN DF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.~
Cl"'"
r~",r-'-''l'-n nr'-'0r (\r
BUREAU OF INDIVIDUAL ,'uns',):) i.F!'i,,: ,~:'
INHERITANCE TAX DIVISION - ',- ',-"-
PO BOX 260601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-16D7 EX AFP (03-05)
2u05 :~, UG ! 2
n.J
I,
!. O~
;. 1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-08-2005
STAINS
10-09-2003
21 03-0978
CUMBERLAND
101
Amount R_ltt.d
KATHRYN
M
rd f'-"/
~':...:: \
0-,'-"
'~),-"',
MICHAEL DCRENTSCHLER
28 N 32ND ST
CAMP HILL PA 17011
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 I submit the upper portion of this for. with your tax p8y~nt.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
-
REV-1607 EX AFP (03-05)
~~~ INHERrrANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF STAINS KATHRYN M FILE NO. 21 03-0978 ACN 101 DATE 08-08-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 07-18-2005
PRINCIPAL TAX DUE: 716.41
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-09-2004 CD003424 35.82 683.75
07-11-2005 "- REFUND .00 3.16-
TOTAL TAX CREDIT 716.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. J
--.;...
--
~
nC0nnrcf"' r ,~C, "c (,C"
BUREAU OF INDIVIDUALlfD'ESl \):"-!I,.JL. IJ'
INHERITANCE TAX DIVISION-,''''<,T'":-
PO BOX 280601 r_~,_',,:, ',-.
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
..
REV-16D7 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-29-2005
STAINS
10-09-2003
21 03-0978
CUMBERLAND
101
Aaaunt R.d tteel
KATHRYN
M
2"1-"" 2 ~",J ,,.,. n7
u,,: ,)Er - _ r 'II',' U
MICHAEU n
28 N 32ND
CAMP HILL
RENTSCHLER
ST
PA 17011
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, sub.it the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
--. RETAIN LOWER PORTION fOR YOUR RECORDS
-
------------------------------------------------------.--------------------
REV-1607 EX AfP (03-05)
*** INHERITANCE TAX STATEMENT Of ACCOUNT KKK
ESTATE OF STAINS KATHRYN M FILE MO.21 03-0978 AC" 101 DATE 08-29-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, TME CURRENT BALANCE, AND, IF APPLICABLE,
A PRCUECTED INTEREST FIGURE.
DATE Of LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-18-2005
PRINCIPAL TAX DUE, 716.41
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-09-2004 CD003424 35.82 683.75
07-11-2005 REfUND .00 3.16-
TOTAL TAX CREDIT 716.41
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 "CREDIr' (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
*
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
STAINS WILLIAM C JR
45 WETHERBURN ROAD
ENOLA, PA 17025
RE: Estate of STAINS KATHRYN M
File Number: 2003-00978
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~lRAJx/!M~
.' ./
GLEI~A FAJU,ER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
RENTSCHLER MICHAEL DAVID
1300 MARKET STREET
SUITE 200
LEMOYNE, PA 17043
RE: Estate of STAINS KATHRYN M
File Number: 2003-00978
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
..~.L~"J~
/' I
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
'Lid--
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
/~J7//2.YA~ k/?-~ ~7A/~
Date of Death:
Estate No.: d~~ .3 - ~~ // g
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. Stat~ther administration of the estate is complete:
YesA- 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. I is Yes, state the following:
a. Di~.~ perso~;presentative file a final account with the Court?
Ye No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c.
Did the perso~epresentative state an account informally to the parties in
interest? Yes ~ 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.
~
Signature
Date:
J
/t!)/c9b~
/ /
.~}
L-)
~~~.1),~~
Name
2g /UJ ~ SJ; ~#C/A?
Address ) ) ~/ I
7?-~-9/d~
Telephone No.
Capacity: ~ Personal Representative
~ Counsel for personal representative
\ft