HomeMy WebLinkAbout04-0634Estate of Ruth V. Stouffer
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
DJ- o q-
Deceased.
Social Security No. 162-22-0856
No.
To:
Register of Wills for the
County of Ctwnberland
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 rex
in the last will of the above decedent, dated July 7
and codicil(s) dated NONE
in the
named
,19 95
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Ct~nberland County, Pennsylvania, with
h er last family or principal residence at 1000 C]nroynont Dr'_ MiHHI~-~ ~Pc'~rneh~p,
(list street, number and muncipality)
Decendent, then 98 years of age, died March 30 , I9¢ 2004 ,
at Claremont Nursinq & Rehabilitation
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: NONE
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:
1,300.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testama~nt-ary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron. '-,
(~arn~ M5 1 1 PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF OJlV~E~
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 abo~e decedent petitioner(s) will well and truly administe_r the estate according to law.
Sworn to or affirmed 'and subsa'ibed
before me this ~ day of
~r ~g'(~'.~-x Register
-- u
Estate of Ruth V. Stouffer
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~:~o~
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated J,,] y 7~ ] 995
described therein be admitted to probate and filed of record as the last will of
Ruth V. Stouffer
and Letters Test~nentary
~ b~.__., in consideration of the petition on
are hereby granted to Hazel A. Lambert
FEES
Probate, Letters, Etc .......... $c-.~-~
Short Certificates( ) .......... $ Q .ih_-')
, TOTAL ~ $ ~ - ~
~i~a ..D. :. ~.-. ~ e p~ ...............
Debra K. Wallet, ESq. (23989)
ATTORNEY (Sup. Ct. I.D. No.)
24 N. 32nd St., Camp Hill, PA 17011
ADDRESS
(717) 737-1300
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 ~ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
ocal 'l~egistrar
Cumberland
DEC£DE. NT'$ USUAL OCCU p~rlON
Carlisle, Pennsylvania 17013
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
t~um ;~touller t,' rema,e
Ia. 17- I~.
Agriculture ~ ~ ~ .... ~'~ I ~ ~d,
~'~'~ Cumberland
John M. Cameron
Hazel Lambert
[] 20O4
FD-014318-L
tMonm. Day, Year)
UOTHER'SNAME{F.~t ~Joie. k~ia(2111,~4~) Mary Stoner
~m~~rs3~l~Ja~l~'ct%~'~l~llh Pa. 17011
· Longsdoff Cemete~ ~Hew Kingstown,
Pa. 17072
}M.E ~,4~:)~r~er~o~e, Inc. 37 East Main Slreel Mechanicsburg, Pa. 17055
4o
LAST WILL
RUTH V.
AND TESTAMENT
OF
STOUFFER
I, RUTH V. STOUFFER, of Carlisle, Cumberland ~.0untyj.
Pennsylvania, being of sound and disposing mind, memory,cand
understanding, do hereby make, publish, and declare this~-]to be my
Last Will and Testament and hereby revoke all other Wills and
Codicils that I have made, including the Will dated December 27,
1966.
FIRST: All of my Estate, of whatever nature and wherever
situate, I give, devise, and bequeath in equal shares to those of
the following who survive me by thirty (30) days:
A. One share to my daughter, HAZEL A. LAMBERT, of Camp
Hill, Pennsylvania. Should my daughter fail to survive me by
thirty (30) days but be survived by her spouse, then this share
is to be given to her husband, ROBERT B. LAMBERT, so long as he
shall survive me by thirty (30) days.
B. One share to my son, DONALD J. STOUFFER, of
Mechanicsburg, Pennsylvania. Should my son fail to survive me by
thirty (30) days but be survived by his spouse, then this share
is to be given to his wife, DOROTHY READY STOUFFER, so long as
she shall survive me by thirty (30) days.
C. One share to my son, ROBERT L. STOUFFER, of Derwood,
Maryland. Should my son fail to survive me by thirty (30) days
but be survived by his spouse, then this share is to be given to
his wife, SANDRA STINE STOUFFER, so long as she shall survive me
by thirty (30) days.
D. One share to my daughter, HELEN STOUFFER NACE, of
Carlisle, Pennsylvania. Should my daughter fail to survive me by
thirty (30) days but be survived by her spouse, then this share
is to be given to her husband, CHESTER NACE, so long as he shall
survive me by thirty (30) days.
E. One share to my daughter-in-law, MARIAN STOUFFER, of
Carlisle, Pennsylvania.
With respect to any of the shares described above, should
neither my child nor his/her spouse survive me by thirty (30)
days, but be represented by children then living, these children
shall take, per stirpes, the share to which my child or his/her
spouse would have been entitled if then living.
SECOND: All interests of any beneficiary in the income or
principal of this Estate, while undistributed and in the
possession of my Executor, even though vested and distributable,
shall not be subject to attachment, execution or sequestration
for any debt, contract, obligation or liability of any
beneficiary and, furthermore, shall not be subject to pledge,
assignment, conveyance, or anticipation.
THIRD: All inheritance, estate, and succession taxes
(including interest and any penalties thereon) payable by reason
of my death shall be paid out of and be charged generally against
the principal of my residuary estate without reimbursement from
any person.
FOURTH: I nominate, constitute, and appoint my daughter,
HAZEL A. LAMBERT, as Executrix of this, my Last Will and
Testament. In the event of the renunciation, death, resignation,
or inability of my daughter to act for whatever reason in this
capacity, then I nominate, constitute, and appoint my son, DONALD
J. STOUFFER, as Executor. In the event of the renunciation,
death, resignation, or inability of my son to act for whatever
reason in this capacity, then I nominate, constitute, and appoint
my daughter, HELEN STOUFFER NACE, as Executrix. In the event of
the renunciation, death, resignation, or inability of my daughter
to act for whatever reason in this capacity, then I nominate,
constitute, and appoint my son, ROBERT L. STOUFFER, as Executor
of this, my Last Will and Testament.
I direct that no representative named above shall be
required to post security for the faithful performance of his/her
duties in any jurisdiction insofar as I am able by law to relieve
him/her of such obligation. Any of my representatives shall be
entitled to reasonable compensation for the performance of the
duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~ day of July, 1995, on this, the third of three
typewritten pages. I have also signed the left-hand margin of
the first two of these pages for purposes of identification only.
RUTH V. STOUFFER~
SIGNED, PUBLISHED, and DECLARED by the Testatrix, RUTH V.
STOUFFER, as her Last Will and Testament, in the presence of us,
who at her request, in her presence, and in the presence of each
other, have hereunto subscribed our names as witnesses.
AFFIDAVIT
Commonwealth of Pennsylvania
County of ~u.~.b&~t&~
We, Debra K. Wallet and ~ ~. ~~ ,
the witnesses whose names are signed to the attached instrument,
being duly qualified according to law, depose and say that we
were present and saw the Testatrix sign and execute the
instrument as her Last Will and Testament; that RUTH V. STOUFFER
executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses; and that, to the best
of our knowledge, the Testatrix was at that time 18 years of age
or older, of sound mind, and under no constraint or undue
influence.
Sworn or affirmed to and subscribed to before me by
~__--~J~ ,~, ~C~// and ~f J//~__
witnesses, this ~ day of
/~//. , 1995.
Notary Public
NOTARIAL .~EA~
oA K. WASS, Notary Public
ro, Cumberland Country, Pa.
My' Commission Expires Sept. 19, 199~
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of Cumberland
I, RUTH V. STOUFFER, Testatrix, whose name is signed to
the attached instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
RUTH V. STOUFFER ! !
Sworn or affirmed to and subscribed before me by
RUTH V. STOUFFER, the Testatrix, this ~//~ day of ~/~/~/
1995.
{- - Notary Public
~1~%"~oro, Cumberlsnd County, Pa.
Commission Expires Sept. ]9, 1994
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004475
LAMBERT HAZEL A
3819 CHESTNUT ST
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 162-22-0856
FILE NUMBER: 2104-0634
DECEDENT NAME: STOUFFER RUTH V
DATE OF PAYMENT: 10/06/2004
POSTMARK DATE: 10/06/2004
COUNTY: CUM BERLAN D
DATE OF DEATH: 03/30/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $46.51
REMARKS.
HAZEL A LAMBERT
TOTAL AMOUNT PAID:
$46.51
SEAL
CHECK# 0992
INITIALS' SK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV - 1500 EX + (6-00)
0
r~z
O0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712~0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Stouffer, Ruth V.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
03/30/2004 11/02/1905
IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
FILE NUMBER
21
COUNTY CODE
OFFICIAL USE ONLY
04 00634
YEAR NUMBER
SOCIAL SECURITY NUMBER
162-22-0856
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return [] 3, Remainder Return (date of death prior to 12-13-82)
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between
qAME
Debra K. Wallet
[] 5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
[] 11 .Election to tax under Sec. 9113(A) (Attach Sch O)
:IRM NAME (If appli~ble)
Law Offices ofDebra K. Wallet
TELEPHONE NUMBER
717/737-1300
COMPLETE MAILING ADDRESS
24 North 32nd Street
Camp Hill, PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 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 (Line 8 minus Line 11)
None
None
None
None
1,607.45
None
None
574.00
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)
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)
(8) 1,607.45
(11) 574.00
(12) 1,033.45
(13)
(14) 1,033.45
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
x .00
(15)
1,033.45
19. Tax Due
20. []
x .045 (16) 46.51
x .12 (17)
x .15 (18)
(19) 46.51
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
ISTREET ADDRESS 1000 Claremont
Dr.
CIT~ Carlisle,
STATE PA ZIP 10713
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
46.51
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4)
Check box on Page I Line 20 to request a refund
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B)
0.00
0.00
46.51
46.51
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 property 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 secudty 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.
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
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FiLiNG RETURN ADDRESS
H~z~ A. Lambert ,~ DATE
SIGh,~'~O~"E (~RSO~I RESP~I~'S~lc~ )t(YR¥1~j~-~TURN ADDRESS
3819 Chestnut Street
Camp Hill, PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
Debra K. Wallet DATE
- . 24 North 32nd Street _ , . .
~ ~ ,'~. ~ CampHill, PA 17011 tOlYlo,,/
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Stouffer, Ruth V.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 04 - 00634
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
NUMBER
DESCRIPTION
Claremont Nursing Home account
Blue Cross refund
Checking Account
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
522.00
367.32
718.13
1,607.45
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF Stouffer, Ruth V. FILE NUMBER
21 - 04 - 00634
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1
FUNERAL EXPENSES:
James R. Gingrich Memorials (headstone)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Debra K. Wallet, Esq.
Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation)
Claimant
Street Address
C~ty
Relationship of Claimant to Decedent
Probate Fees
State ~ Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Postage, copies, mi]cage, etc.
TOTAL (Also enter on line 9, Recapitulation)
95.00
350.00
99.00
30.00
574.00
REV-1513EX+(9~0) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
ESTATE OF
Stouffer, Ru~ V.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21 - 04 - 00634
NUMBER
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outdght spousal distributions)
Hazel A. Lambert
3819 Chesmut St.
Camp Hill, PA 17011
Donald J. Stouffer
15 Skyport Rd.
Mechanicsburg, PA 17050
Robert L. Stouffer
Box 5550
Derwood, MD 20855
Helen Stouffer Nace
548 D St.
Carlisle, PA 17013
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(8}
Daughter
Son
Son
Daughter
See Continuation Schedule(s) attached
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
/
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
!B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
AMOUNT OR SHARE
OF ESTATE
1/5 of residuary estate
of residuary estate
of residuary estate
1/5 of residuary estate
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEl
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
ESTATE OF
Stouffer, Ruth V.
SCHEDULE J
BENEFICIARIES continued
FILE NUMBER
21 - 04 - 00634
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS Sec. 9116(a)(1.2)]
Marian Stouffer
1 Bentley Place
Carlisle, PA 17013
[include outright spousal distributions, and transfers under
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
Daughter-in-Law
AMOUNT OR SHARE
OF ESTATE
1/5 of residuary estate
Page 2 of Schedule J
LAST WILL
RUTH V.
AND TESTAMENT
OF
STOUFFER
I, RUTH V. STOUFFER, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this to be my
Last Will and Testament and hereby revoke all other Wills and
Codicils that I have made, including the Will dated December 27,
1966.
FIRST: All of my Estate, of whatever nature and wherever
situate, ! give, devise, and bequeath in equal shares to those of
the following who survive me by thirty (30) days:
A. One share to my daughter, HAZEL A. LAMBERT, of Camp
Hill, Pennsylvania. Should my daughter fail to survive me by
thirty (30) days but be survived by her spouse, then this share
is to be given to her husband, ROBERT B. LAMBERT, so long as he
shall survive me by thirty (30) days.
B. One share to my son, DONALD J. STOUFFER, of
Mechanicsburg, Pennsylvania. Should my son fail to survive me by
thirty (30) days but be survived by his spouse, then this share
is to be given to his wife, DOROTHY READY STOUFFER, so long as
she shall survive me by thirty (30) days.
C. One share to my son, 'ROBERT L. STOUFFER, of Derwood,
Maryland. Should my son fail to survive me by thirty (30) days
but be survived by his spouse, then this share is to be given to
his wife, SANDRA STINE STOUFFER, so long as she shall survive me
by thirty (30) days.
D. One share to my daughter, HELEN STOUFFER NACE, of
Carlisle, Pennsylvania. Should my daughter fail to survive me by
thirty (30) days but be survived by her spouse, then this share
is to be given to her husband, CHESTER NACE, so long as he shall
survive me by thirty (30) days.
E. One share to my daughter-in-law, MARIAN STOUFFER, of
Carlisle, Pennsylvania.
With respect to any of the shares described above, should
neither my child nor his/her spouse survive me by thirty (30)
days, but be represented by children then living, these children
shall take, ~er stirpes, the share to which my child or his/her
spouse would have been entitled if then living.
SECOND: All interests of any beneficiary in the income or
principal of this Estate, while undistributed and in the
possession of my Executor, even though vested and distributable,
shall not be subject to attachment, execution or sequestration
for any debt, contract, obligation or liability of any
beneficiary and, furthermore, shall not be subject to mpledge,
assignment, conveyance, or anticipation.
THIRD: All inheritance, estate, and succession taxes
(including interest and any penalties thereon) payable by reason
of my death shall be paid out of and be charged generally against
the principal of my residuary estate without reimbursement from
any person.
FOURTH: I nominate, constitute, and appoint my daughter,
HAZEL A. LAMBERT, as Executrix of this, my Last Will and
Testament. In the event of the renunciation, death, resignation,
or inability of my daughter to act for whatever reason in this
capacity, then I nominate, constitute, and appoint my son, DONALD
J. STOUFFER, as Executor. In the event of the renunciation,
death, resignation, or inability of my son to act for whatever
reason in this capacity, then I nominate, constitute, and appoint
my daughter, HELEN STOUFFER NACE, as Executrix. In the event of
the renunciation, death, resignation, or inability of my daughter
to act for whatever reason in this capacity, then I nominate,
constitute, and appoint my son, ROBERT L. STOUFFER, as Executor
of this, my Last Will and Testament.
d-_ecu that no representative named above shall be
required to post security for the faithful performance of his/her
duties in any jurisdiction insofar as I am able by law to relieve
him/her of such obligation. Any of my representatives shall be
entitled to reasonable compensation for the performance of the
duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my ha~d and seal
this %~ day of July, 1995, on this, the third of three
typewritten pages. I have also signed the left-hand margin of
the first two of these pages for purposes of identification only.
'RUTH Vi STOUFFER
SIGNED, PUBLISHED, and DECLARED by the Testatrix, RUTH V.
STOUFFER, as her Last Will and Testament, in the presence of us,
who at her request, in her presence, and in the presence of each
other, have hereunto subscribed our names as witnesses.
,'9
AFFIDAVIT
Commonwealth of Pennsylvania
County of ~u~,.b&rl.d~f.
We, Debra K. Wallet and ~ ~. E~
·
the witnesses whose names are signed to the attached instrument·
being duly qualified according to law, depose and say that we
were present and saw the Testatrix sign and execute the
instrument as her Last Will and Testament; that RUTH V. STOUFFER
executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses; and that, to the best
of our knowledge, the Testatrix was at that time 18 years of age
or older· of sound mind, and under no constraint or undue
influence.
rn or affirmed to and subscribed, to before me by
~ ~f"~/~,, ~C~~ / an d ~c~/</~, £L ~/' ~,~~ ,
witnesses, .his ~r day of //~.d~F~// , 1995.
· ,,. ,.. . ~ /.
Notary Public
NOTARIAL .~ E>,'
oA K. WASS, Notary Fublic
to, Cumberland County, Pa.
My Commission Expires ,Sept. 19, 199~J
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of Cumberland
~ RUTH V STOUFFER, Testatrix, whose name is signed to
the attached instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and subscribed before me by
RUTH V. STOUFFER, the Testatrix, this ~/? day of~,.~/~/
1995.
f- - Notar~ Public
J -~ce~e~-'Boro, Cumberland County, Pa.
J My Commission Expires Sept. 19, 199~
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Stouffer, Ruth V.
also known as
, Deceased
Hazel A. Lambert
No. 21 - 04- 00634
Date of Death 3/30/2004
Social Security No. 162-22-0856
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedenrs death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Personal Representative
Attorney: Debra K. Wallet Signature: ",~:~(g_.o-.a~) ~.
Hazel A. ~m-'b~r{'
I.D. No.: 23989 Signature:
Signature:
Address: 24 North 32nd Street Address: 3819 Chestnut Street
Camp Hill, PA 17011 Camp Hill, PA 17011
Telephone: 717/737-1300
Personal Property
Claremont Nursing Home account
Telephone: 717-737-1378
Dated:
Blue Cross refund
Checking Account
Total Personal Property
522.00
367.32
718.13
$1,607.45
(Attach additional sheets if necessary) Total Personal Property and Real Estate $1,607.45
BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ruth V. Stouffer
Date of Death: March 30, 2004
Will 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
October 5, 2004.
Name Address
Hazel A. Lambert
3819 Chesmut Street
Camp Hill, PA 17011
Donald J. Stouffer
15 Skyport Road
Mechanicsburg, PA 17050
Robert L. Stouffer
Box 5550
Derwood, MD 80855
Helen Stouffer Nace
548 D Street
Carlisle, PA 17013
Marian Stouffer
1 Bentley Place
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date:
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
(717) 737-1300
Counsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
WALLET DEBRA K
24 N 32ND ST
CAMp HILL, PA 17011
RE: Estate of STOUFFER RUTH V
File Number: 2004-00634
Dear Sir/Madam:
It has Come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans, Court his/her Certification of Notice.
This filing will become delinquent on 10/18/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal
Judge
Representative
GLENDA FARNER S~
Clerk of the Orphans, Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
LAMBERT HAZEL A
3819 CHESTNUT ST
CD24p HILL, PA 17011
RE:
Estate of STOUFFER RUTH V
File Number: 2004-00634
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5 7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans, Court his/her Certification of Notice.
This filing will become delinquent on 10/18/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA FARNER STP~ASBAUGH
Clerk of the Orphans, Court
BUREAU OF ZNDZV/DUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
CONNONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRA/SEHENT, ALLOWANCE OR D/SALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-l;47 EX AFP (09-04)
DEBRA K WALLET
D K WALLET LAW OFFICES
Zq N SZND ST ~ *
CAMP HILL P~!ZT011
DATE 11-Z9-ZO0q
ESTATE OF STOUFFER
DATE OF DEATH 05-$0-Z00~
FILE NUMBER 21 0~-063~
COUNTY CUMBERLAND
ACN 101
RUTH V
CUT ALONG THIS LINE ~
Amount Remitted
MAKE CMECK PAYADLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOUFFER RUTH V FILE NO. 21 O~-06~q ACN 101 DATE 11-Z9-ZO0~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
q. Mortgages/Notes Raca/vable (Schedule D)
$. Cash/Bank Deposits/N/sc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G} (7)
8. Tote1 Assets
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expanses (Schedule H) (9)
10. Debts/Nortgaga Liabilities/Liens (Schedule Z) (10)
11.
12.
15.
NOTE:
.0O
1~607.~5
.00
.00
.00 NOTE: To /nsure proper
.00 cred/t to your account,
.00 subeit the upper portion
of this form with your
tax payment.
(8)
57~.00
.00
Total Deductions (11)
Nat Value of Tax Return (12)
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Nat Value of Estate Subjec~ to Tax
Zf an assessment was issued previously, 11nas lq, 15 and/er 16,
re~lect figures that lnclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line lq a~ Spousal rata
16. Amount of L/ne Zq ~axable at Lineal/Class A rata
17. Amount of Line lq at S~bl/ng rata
18. Amount of L/ne lq ~axable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDTTS:
PAYMENT RECETpT DTSCOUNT
BATE NUHBER INTEREST/PEN PAID (-
10-06-200q CDOOqq75 .00
ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
1,607
57~.00
1,033.q5
17, 18 and 19 wlll
(15) .00 X O0 =
(16). 1,033. q5 x Oq5 =
(17) . O0 x 12 =
(is) .00 x 15 =
(19)=
AMOUNT PAID
.00
1,055.q5
.00
q6.51
q6.51
.0O
.00
q6.51
TOTAL TAX CREDIT { fi6.51
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE .00
( ZF TOTAL DUE ZS LESS THAN $1.~ NO PAYMENT IS REI~UZRE".
IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)., YOU MAY BE DUE
A REFUND. SEE REVERSE SZDE OF THIS FORM FOR ZNSTRUCTZONS.
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1962 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years) the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamfu! Class B (collateral) rate on any such future interest.
To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed an the reverse sidm.
--Make check or money order payable to: REGISTER OF N/LLS, AGENT
A refund of a tax credit) which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available
online at eww.revenue.stete.oa.us, any Register of Hills or Revenue District Office, or from the Department's
Z4-hour answering service for forms orders: 1-800-$62-Z050; services for taxpayers with special hearing and/or
speaking needs: 1-B00-447-3020 (TT only).
Any party in interest not satisfied with the appraisaent, allowance or disallowance of deductions or assessment of tax
(including discount or interest) es shown on this Notice may object eithin 60 days of the date of receipt of this notice
by filing Dna of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
wmw.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box Z81021, Harrisburg, PA 17128-10Z1. Petitions may not be faxad.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should ba addressed in eriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Raviam Unit, P.O. Box 280601) Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
Xf any tax due is paid within three (~) calendar months after the decedmnt's death, a five percent (51) discount of
the tax paid is allowed.
The 157. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed) and not
paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of
death) to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent par annum calculated et a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19BI will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
~ ZOZ .000548 ~'8-1991 117. .000501
1983 167. · 00043B 1992 97. . 000247
1984 117. .000301 199~-1994 77. .000192
1985 1~;7. .000556 1995-199B 97. . 000247
1986 107. .000274 1999 77. .000192
1987 107. .000274 ZOO0 72, .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Interest Daily
Year Rate Factor
~ 9Z .000247
ZOOZ 62 .000164
2003 57. .000137
2004 42 .000110
X NUHBER OF DAYS DEL'rN~UENT X DAILY 'rNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent wil1 reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calcuZated.
STATUS REPORT UNDER RULE 6.12
Name of Deced~nt: Ruth V. Stouffer
Date of Death: March 30, 2004
Will No.
2004-00634
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 X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did-the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informal.ly to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and'
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 10/31/05
4J..w...~. W~
Signature
Debra K. Wallet, Esq.
Name (Please type or print)
24 N. 32nd St., Camp Hill, PA 17011
Address
(717) 737-1300
Tel. No.
",.,q1
';)'v\.i{,
Capacity:
Personal Representative
X
Counsel for personal
representative
.e_ ,. .' "'
", :, .' ,;', .,.:,' ",; ,"",r"',' L-'"'\(":"~".',,-\
(MAH: rm. _ f/AM-3,}.~.J'j-~'--'-'
,::_'.J J'~~\:-j\'~) \.~- ~-,>
~~
PHONE: (717) 737-1300
.1!aw DfficH of
DEBRA K. WALLET
24 N. 32nd STREET
CAMP HILL, PA 17011-2917
Email: Walletdeb@aol.com
FAX: (17) 761-5319
I
I
October 31, 2005
Glenda F. Strasbaugh, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Ruth V. Stouffer
Will No. 2004-00634
'*",
Dear Ms. Strasbaugh:
Enclosed for filing are the original "Approval of Account, Waiver, Receipt, Releas ,
and Agreement of Indemnity" and a Status Report Under Rule 6.12 for the above-captione
case, along with the filing fee of $5.00.
I have also enclosed two copies of the front page of each of these documents to be
clocked-in and returned in the enclosed self-addressed, stamped envelope to my office.
As always, should you have any questions about any of these documents, please fe I
free to telephone my office. Thank you for your assistance.
Sincerely yours,
\.Q~~.....~
Debra K. Wallet
DKW/rnrnl
Ene.
cc: Hazel A. Lambert, Executrix
.
#
v
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF RUTH V. STOUFFER, DECEASED
No. 2004-00634
APPROVAL OF ACCOUNT, WAIVER, RECEIPT, I
RELEASE, AND AGREEMENT OF INDEMNITY
The circumstances leading up to the execution of this instrument are as follows:
I
1. Ruth V. Stouffer died on March 30,2004, leaving a Will dated July 7, 1995, n~ing
. I
Hazel A. Lambert as Executnx. I
2. Letters Testamentary were granted to Hazel A. Lambert by the Register of WiU~ of
I
I
3. It is the desire of the Stouffer heirs that the Estate be distributed without the I
formality of a court proceeding in order to save the expense, publicity, and delay incident tf :
such court proceeding, and the Executrix is willing to make such distribution upon the I
I
I
Cumberland County on July 8, 2004.
execution of this instrument.
.-)
i
~1
4. An account of the administration of the Estate of Ruth V. Stouffer has been
J
i-I
.J
i I
prepared by the Executrix. A copy is attached hereto as Exhibit A.
5. In consideration of the foregoing, each of the undersigned hereby:
I
I
I
knowledge, information and belief; I
B. Dectares that helshe has examined the attached account of the administrtion
of the Estate and the attached schedule of distribution; that he/she finds them to be true anq
I
I
I
I
A. Represents and warrants that he/she has read and understands this
instrument and that the facts set forth above are true and correct to the best of his/her
-1-
~
correct in all particulars; that he/she accepts and approves them as if they had been duly filed,
audited, adjudicated and confirmed absolutely by the Orphans' Court Division of the Court of
Common Pleas of Cumberland County, and as if the amounts shown as distributable had been
duly awarded to him/her;
C. Waives the filing and auditing of the account of the administration of the!
I
Estate in the Orphans' Court Division of the Court of Common Pleas of Cumberland County,
and agrees that the Orphans' Court Division of the Court of Common Pleas of Cumberland'
County may by its decree confirm the account and approve the schedule of distribution;
D. Requests the Executrix to make distribution of the principal and income ~n
I
accordance with the schedule of distribution, and effective upon delivery to him/her of the
amounts shown as respectively distributable, acknowledges receipt of such property;
E. Agrees to refund to the Executrix any amount which may at any time be
determined to have been an erroneous distribution to him/her, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agrees that any period for the
,
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less tham.
two years after the actual discovery thereof;
F. Absolutely and irrevocably remises, releases, quitclaims and forever
discharges Hazel A. Lambert, individually and in her capacity as Executrix, from any and all
actions, suits, payments, accounts, reckonings, liabilities, claims and demands relating in ~ny
way to the administration of the Ruth V. Stouffer Estate;
-2-
II
G. Agrees to indemnify and hold harmless, to the extent of the funds received
by him/her hereunder, Hazel A. Lambert, individually and in her capacity as Executrix, from
and against any and all claims, loss, liability or damage (including legal fees and costs in
connection therewith) which she may suffer or to which she may be subjected by reason oflher
administration of the Estate, the settlement of her Executrix's account and the distribution M
the assets of the Estate without having the formal approval of the Orphans' Court Division of
the Court of Common Plea8 of Cumberland County, including, but not limited to, any liability
for any federal estate tax, Pennsylvania inheritance tax or any other death taxes, together with
I
interest and costs incidental thereto, relating in any way to the Estate; and
H. Declares it to be his/her intention that this instrument, consisting of thr*
pages, shall be governed by the law of Pennsylvania and shall be legally binding as an
agreement under seal upon him/her and upon his/her heirs, executors, administrators and
assigns.
Executed on:
(Jjd I(~-
DATE /
~{.;(-,<:.-
(- ~ -'->
H~A~E~~
0)<!,?_~LCi ~O .~~ft;ulfG
D J. ST0 ER
(Seal)
(CUt /3- ;( OOS;-
DATE
(Seal)
fP~f- "Z.-3 I ~OO r'
DATE
(Sean
C/l~ ,;2 s: ;l~
DATE /
~~ ~ b-Pk'(- 1&( 9_
HELEN STOUFFER NACE
'7J/~'h/h~~
MARIAN STOUFFER
I
(Seal>
CJ:::.- t \:J 7/ ,;{ 0 ~ :)
DATE
(Seal)
I
-3-
BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
No. 2004-00634
FIRST AND FINAL ACCOUNT OF
HAZEL A. LAMBERT, Executrix
For
ESTATE OF RUTH V. STOUFFER, Deceased
Date of Death: March 30, 2004
Date of Executrix's Appointment: July 8, 2004
Accounting for the Period: July 8, 2004 to October 7, 2005
PURPOSE OF ACCOUNT: Hazel A. Lambert, Executrix, offers this Account to
acquaint interested parties with the transactions that have occurred during her administratiop.
The Account also indicates the proposed distribution of the Estate.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
I.D. #23989
(717) 737-1300
EXHIBIT A
Proposed Distribution
to Beneficiaries
PRINCIPAL
Receipts
Less Disbursements
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
Principal Balance on Hand
SUMMARY OF ACCOUNT
Page
Current
Value
Fiduciaqr
Acquisit,on
Value
4
$987.89
2
$1,608.40
3
3
3
3
$95.00
129.00
46.51
350.00
$620.5l
$987.89
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory:
(Value as of Date of Death)
Cash and Bank Deposits:
Claremont Nursing Home Account
$522.00
Checking Account
718.13
$1,240.13
Refunds:
Blue Cross refund
$367.32
TOTAL ASSETS LISTED IN INVENTORY:
$1,607.45
Receipts Subsequent to Inventory
(Valued When Received)
Claremont Nursing Home Account $0.95
TOTAL RECEIPTS OF PRINCIPAL: $1,608.40
2
DISBURSEMENTS OF PRINCIPAL
Funeral Expenses:
James R. Gingrich Memorials (headstone)
Administration Expenses:
Probate Fees
Postage, copies, mileage, etc.
Reserve for Filing of Account
Federal and State Taxes:
P A Inheritance Tax
Fees and Commissions:
Debra K. Wallet, Esq. - Attorney's fees
$95.00
$84.00
30.00
15.00
$129.00
$46.51
$350.00
3
PROPOSED DISTRIBUTION TO BENEFICIARIES
TO: Hazel A. Lambert
3819 Chestnut Street
Camp Hill, PA 17011
$197.57
Donald J. Stouffer
15 Skyport Road
Mechanicsburg, P A 17050
197.58
Robert L. Stouffer
Box 5550
Derwood, MD 80855
197.58
Helen Stouffer Nace
548 D Street
Carlisle, PA 17013
197.58
Marian Stouffer
1 Bentley Place
Carlisle, PA 17013
197.58
TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES:
4
.
$987.89