HomeMy WebLinkAbout03-1010Register of Wills of C berland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estateof Martha A. Stecher No.
also known as
, Deceased Social Security No. 267-16 - 7352
Carol L. Stecher and Clark Kipp Stecher, Jr.
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE 'A' or 'B' BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut na~ in the last Will of
the Decedent, dated 09/18/1°~ codicil(s) dated None
Spouse, Clark K. Stecher predeceased testatrix
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
none
r---] B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I Name Relationship Residence
(COMPLy- ~ t: IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family
or principal residence at 215 Garrett Lane, Camp Hill, Camp Hill, PA 17011
(list street, number, and municipality)
Decedent, then 84years of age, died ll/16/200~at Manor Care, Carlisle, PA
Decedent 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: 215 Garrett Lane, Camp Hill, PA 17011
(Location)
45,000.00
150,000.00
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersigned:
[ Si~lnature
Typedorprinted nameandresidence
Carol L. Stecher
215 Garrett Lane, Camp Hill, PA 17011
Clark Kipp $techer, 3r.
1045 Country Club Road, Camp Hill, PA 17011
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
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 representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate a~c6rlding to law.
Sworn to or affirmed and subscribed I,._ (~,F~i'
before me thiS~day of
~.~..~~r
Carol L. S/tCer
o2/-4::):a
Estateof Martha A. Stecher
Social Security No: 267 - 16 - 73 ~d~te of Death:
AND.OW,
11/16/2003
Deceased
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [-~'~tamentary (~-~lministration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Carol L. Stecher and Clark Kipp Stecher, Jr.
in the above estate and that the instrument(s) dated 09/18/1997
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $
Short Certificate(s) ..... $
Renunciation ........ $
Affidavits ( ) .... $
Extra Pages ( ) .... $
Codicil ........... $
JCP Fee .......... $
Inventory .......... $
Other ........... $
TOTAL ......... $
Attorney: Robert C. Saidis
I.D. No:
/~' ~-~:~ Address:
~,~, ~<~ Telephone:
Prepared by the Pennsylvania Bar Association
21458
Saidis, Shuff, Flower & Lindsay
2109 Market St.
Camp Hill, PA 17011
717/737-3405
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
105 112 REV 8/88
(FEE FOR THIS
CERTIFICATE $200',
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 5512751
November 18, 2003
Date (if Issue of This Certification
Name of Decedent Martha A. Stecher
First Middle Last
Sex Female Social Security No. 267-16-7352 Date of Death
Date of Birth Feb. 28, 1919 Birthplace Alabama
Place of Death Manor Care Cumberland Carlisle
Facility Narr~ County City, Borough or Township
11-16-2003
Pennsylvania
Race White Occupation Homemaker
Armed Forces? (Yes or No)
Decedent's
Marital Status Widow Mailing Address 215 Garrett Lane Camp Hill
Number Street City or Town
Informant C. Kipp Stecher Jr. Funeral Director Sally A. Myers
Name and Address of
Funeral Establishment David Myers Funeral Home, Newport, PA 17074
No
PA 17011
State
Part I:
Part I1:
Immediate Cause
(a)
(b)
(c)
(d)
Respiratory Failure
Interval Between
Onset and Death
Other Significant Conditions
Manner of Death
Natural ~
Accident []
Suicide []
Homicide
Pending Investigation
Could not be Determined
Describe how injury occurred:
Name and Title of Certfier
Kenneth R. Guistwite
M.D.
Address
522 S. Pitt Street, Carlisle, PA 17013
(M.D., D,C., Coroner, M.E.)
This 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.
~ al Registrar of Vital Records District No
November 18, 2003 01 Barnett St., New Bloomfield, PA 17068
Date Received by Loca~ Registrar Street Address City, Borough, Township
LAST WILL AND TESTAMENT
OF
MARTHA A. STECI-IER
KNOW ALL MEN BY THESE PRESENTS, that I, MARTHA A. STECHER,
presently residing at 215 Garrett Lane, Camp Hill, Cumberland County,
Pennsylvania, do hereby make, declare and publish this as my Last Will and
Testament, hereby revoking all former Wills, Codicils and Testamentary Trusts
heretofore made by me.
PAYMENT OF EXPENSES
I. Payment of Expenses. I direct that my Executor, hereinafter named shall
have the power, but not the duty, to pay all my just debts, expenses of my last
illness, and funeral expenses from my estate as soon after my death as shall be
found convenient.
GIFTS
II. Personal and Household Effects. I bequeath my automobiles,
household and personal effects and other tangible property of like nature (not
including cash or securities) together with any existing insurance thereon, to my
husband, CLARK K. STECHER, if he survives me by thirty days. Should my
husband CLARK K. STECHER, not be living on the thirty-first day after my death,
I bequeath such tangible personalty and insurance thereon to my children living on
the thirty-first day after my death, to be divided between them by my Co-Executors,
with due regard for their personal preferences, in as nearly equal shares as
practical. Should any child of mine not be living on the thirty-first day after my
death, leaving issue to survive him or her, said child's share shall be allotted to her
or her then living issue, if any, and in default of such issue, such share shall be
added to the share of my other child, or the issue of such other child, per stirpes.
Any such personalty not so divided shall thereafter be disposed of by my Co-
Executors by public sale or in such manner as my Co-Executors shall select; all
proceeds therefrom shall form a part of the residue of my estate hereinafter
disposed of.
! intend to leave a memorandum setting forth suggestions as to the
distribution of certain items and, while the memorandum is not to be legally
binding, I hope the suggestions in it will be carried out.
-1-
RESIDUARY ESTATE
III. A. Spousal Gift. I give, devise and bequeath the rest, residue and
remainder of my estate, whether real, personal or mixed and of any nature
whatsoever and wherever situated, to my beloved husband, CLARK K. STECHER,
absolutely, if he survives me by thirty (30) days.
B. Remainder Gift. In the event that my husband, CLARK K. STECHER,
should predecease me or not be living on the thirty-first (31st) day after my death, I
give, devise and bequeath of the rest, residue and remainder of my estate, whether
real, personal or mixed, and of any nature whatsoever and wherever situated, to my
children, in equal shares, per stirpes.
IV. Fiduciaries. I hereby nominate, constitute and appoint my husband,
CLARK K. STECHER, as Executor of this my Last Will and Testament. In the
event that my said husband, CLARK K. STECHER, shall predecease me, or be
unwilling or unable to act as Executor, as aforesaid, then I nominate, constitute and
appoint my daughter, CAROL L. STECHER, and my son, CLARK KIPP STECHER,
JR., as Co-Executors of this my Last Will and Testament. If one of the Co-
Executors is unable or unwilling to serve, the other shall serve alone.
V. Bond. No Executor (Co-Executors) appointed hereunder shall be required
to give bond or enter security for the performance of his duties.
ADMINISTRATIVE PROVISIONS
VI. My Executor (Co-Executors) shall have, in addition to the powers and
authority conferred upon him by law, the following additional discretionary powers
and authority:
1. To retain any property received by him.
2. To sell at public or private sale, exchange, lease, mortgage or pledge any
property, real or personal, at any time constituting a portion of trusts herein
created, and upon such terms and conditions as the Executor shall deem
wise.
3. To invest any money at any time in such bonds, stocks, notes, real
estate, mortgages, life insurance annuities or other securities, or such
property, real or personal, as the Executor shall deem wise, without being
limited by any statute or rule of law regarding investments by the Executor.
-2-
4. To retain, without incurring any liability, as investments, any property
owned by me at the time of my death, as long as he deems it wise, and even
though such property is not the kind of property the Executor would purchase
as an investment; and even though to retain such property might violate
sound diversification principles.
5. To cause any security or other property which may at any time
constitute a portion of my estate to be issued, held or registered in his own
name, or in the name of a nominee, or in such form that title will pass by
delivery.
6. To consent to the reorganization, consolidation, readjustment of the
financial structure, or sale of the assets of any corporation or other
organization, the securities of which constitute a portion of my estate, and to
take any action with reference to such securities which, in the opinion of the
Executor, is necessary to obtain the benefit of any such reorganization,
consolidation, readjustment or sale; to exercise any conversion privilege or
subscription right given to him as the owner of any securities constituting a
portion of a trust or of my estate; to accept and hold, as a portion of a trust of
my estate, securities resulting from any reorganization, consolidation,
readjustment, sale, conversion or subscription.
7. To pay all costs, taxes, charges and expenses in connection with the
administration of a trust of my estate, including compensation to the
Executor.
8. To determine what is "Income" and what is "Principal" hereunder, and
his decision thereon shall be final; and to purchase securities at a premium or
discount, and to apply or charge said premium or discount against income or
principal as the Executor may determine.
9. To transfer, sell, exchange, partition, lease, mortgage, pledge, give
options upon, or otherwise dispose of any property at any time held by him,
at public or private sale or otherwise.
10. To borrow money from any person, firm or corporation for the purpose of
protecting and preserving or improving my estate or trust hereunder; to
execute promissory notes or other obligations for amounts so borrowed.
11. To make distribution in cash or in kind.
12. To execute and deliver all documents necessary or appropriate for the
exercise of his powers.
13. To employ legal counsel, accountants, brokers, investment advisors,
custodians, managers and other agents any employees and to pay him
reasonable compensation out of my estate or out of any fund held hereunder
to which said compensation is attributable.
14. To do all other acts in his judgment necessary or desirable for the
proper and advantageous management, investment and distribution of a
trust or of my estate.
VII. Protective Provisions. To the extent permitted by law, the interest of
beneficiaries in principal or income shall not be subject to the claims of their
creditors and others, nor to legal process, and shall not be voluntarily or
involuntarily alienated or encumbered, except that nothing in this article shall
preclude the assignment of all or any part of a beneficiary's interest to his
descendants.
TAX PROVISIONS
VIII. Death Taxes. I direct that all transfer and inheritance taxes, state or
Federal assessed because of my death, whether the funds, property or insurance
proceeds to which such taxes are attributable pass under this Will or not, shall be
paid out of my residuary estate; that my Executor pay, or provide for payment of all
such taxes at such time or times, and in such manner as my Executor deems best.
IX. Tax Options. I authorize my Executor:
A. Death Taxes. To exercise any options available in determining
and paying death taxes in my estate;
B. Income Taxes. To join with my husband in filing a joint income
tax return; and
C. Gift Taxes. To consent to any gifts made by my husband being
treated as having been made one-half by me for the purpose of laws
relating to gift tax.
IN WITNESS WHEREOF, I, MARTHA A. STECHER, the Testatrix to this
my Last Will and Testament, typewritten on five (5) sheets of paper which I have
identified at the bottom of each page by my signature, hereunto set my hand and
seal the ]~ day of g~~z~ , 1997.
/ MARTHA A. STECHER
The preceding instrument consisting of this and four (4) other typewritten
pages, each identified by the signature of the Testatrix , MARTHA A. STECHER,
was on this day and date thereof signed, published and declared by MARTHA A.
STECHER, the Testatrix therein 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.
-5-
COMMONWEALTH OF PENNSYLVANIA ·
'SS:
COUNTY OF CUMBERLAND ·
I, MARTHA A. STECHER, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that
I signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
i _~/(SEAL)
MItRT~ A. STECHE"'R
Sworn or affirmed to and acknowledged before me, by MARTHA A.
STECHER, the Testatrix, this/yZ~bday of ~ , 1997.
Notary .
P~-bli~ J
Gloria A. Cuddington, Notary Public
Harrisburg, Dauphin County, PA
COMMONWEALTH OF PENNSYLVANIA ·
'SS:
COUNTY OF CUMBERLAND ·
We, Gloria J. CoDpersmith , Nancy L. Loper , and
Richard E. Connell , the witnesses whose names are signed to
the attached or foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw MARTHA A. STECHER
sign and execute the instrument as her Last Will; that she signed willingly
and that she 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 eighteen or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by Gloria J. Copperamith,
and Nancy L. Loper , and Richard E. Connell
witnesses this 18th day of September , 1997. '
(SEAL)
· No~aryV1~ubf~
Gloria A. Cuddington, Notary Public
Harrisburg, Dauphin County, PA
][My Commission Expires Feb. 14, 1998~
REGISTER OF WILLS OF YORK COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Martha A. Stecher
Date of Death: November 16, 2003
WilINo. 21-03-1010 Admin. No.
To the Register:
I certify that notice of Estate Administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiary of the above-
captioned estate on December/~;', 2003.
Nalne
Address
Carol L. Stecher 215 Garrett Lane, Camp Hill, PA 17011
Clark Kipp Stecher 1045 Country Club Road, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date: /~///0 "~ ~ '
/ f - /R bertC Stud,s, Esquire
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity:
X
Personal Representative
Counsel for Personal
Representative
REV-1162 EX(11-96)
COMM~DNWEALTH 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.
CD 003558
SAIDIS ROBERT C
26 W HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 267-16-7352
FILE NUMBER: 2103- 1010
DECEDENT NAME: STECHER MARTHA A
DATE OF PAYMENT: 02/13/2004
POSTMARK DATE: 02/12/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 11/16/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $11,200.00
TOTAL AMOUNT PAID:
$11,200.00
:REMARKS:
,"~' SEAL
RECEIVED CAROL L STECHER, EXEC
IN C/O ROBERT C SAIDIS
CHECK# 130
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
JOHN E. SLIKE
ROBERF C. SAIDIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR
CAROL J. LINDSAY
MATTHEW J. ESHELMAN~'
THOMAS E. FLOWER
LINDSAY GINGRICH MACLAY
J ACLYN SMITH
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENN SYLVANIA 17011
TELEPHON E: (717) 73%3405 - FACSIMILE: (717) 737-3407
EMAIL: attorney@ssfMaw.com
26 WEST H/GH STREET
CARLISLF_, PA 17013
TELEPHONE: (717)243-6222
FACSIMILR- (717)243-6486
'~rd Certified Creditors'
Rights Rcprescn~afion
REPLY TO CAMP HILL
August 16, 2004
Register Of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re:
The Estate of Martha Stecher
File No. 21-03-1010
Dear Ladies:
Enclosed is an original and two copies of an Inheritance Tax Return for the above estate.
Also enclosed are checks for the filing fee and taxes due.
Please return a time-stamped copy of the return in the envelope I~ided.~
C7: ~ ,~,~ ,
Thank you.
Very truly yours,
, ~, ~ .2::
SAm . /UVF, FLOW :i& LIbra>SA
/sly ;/ll61by L. Yifigl~ Paralegal
Enclosures
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 004283
SAIDIS ROBERT C
26 W HIGH STREET
CARLISLE, PA 17013
---~ .... fold
ESTATE INFORMATION: SSN: 267-16-7352
FILE NUMBER: 2103- 1010
DECEDENT NAME: STECHER MARTHA A
DATE OF PAYMENT: 08/17/2004
POSTMARK DATE: 08/17/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 11/16/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 8300.00
REMARKS:
TOTAL AMOUNT PAID:
SAIDIS SHUFF FLOWER
8300.00
SEAL
CHECK# 178
INITIALS: CP
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
JOHN E. SLIKE
ROBERT C. SAIDIS
GEOFFREY S. SI-IUFF
JAMES D. FLOWER, JR
CAROL J. LINDSAY
MATTHEW J. ESHELMANt
THOMAS E. FLOWER
LINDSAY GINGRICH MACLAY
JACLYN SMITH
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENN SYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attorney@ssfl-law.com
26 WEST HIGH STREET
CARUSLI~ PA 17013
TELEPHONE: (717)243-6222
FACSIMILE (717)243-6486
~Board Certified Creditors'
Rights Representa6on
REPLY TO CAMP HILL
August 16, 2004
Register Of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re:
The Estate of Martha Stecher
File No. 21-03-1010
Dear Ladies:
/sly
Enclosures
Enclosed is an original and two copies of an Inheritance Tax Return for the above estate.
Also enclosed are checks for the filing fee and taxes due.
Please return a time-stamped copy of the return in the envelope I~ided.~
Thank you ....
Very truly yours,
S F~, FLO~& LIoI~IDSA¥' .
Paralegal
REV-1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-O601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CAPB
H=RL
CR Ac
KO TM
ES
DECEDEN~SNAME(LAST, FIRST, ANDMIDDLEINITIAL)
Stecher Martha A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
1 I~33~/~D03 02/28/1919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
cg
S T
OFFICIAL USE ONLY
FILE NUMBER
21-03-1010
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
267-16- 7352
THIS RETURN Mus'r BE FI. ED I~1DMPUCA
REGISTER OF WILLS
~ 1. Original Retum ~;~! Supplemental Returo, J~ ~" ?" i,i~l~dor Returo (d~ pn
4. L,ro,,ed Estate · ~r~ Compromise (date of death after 12-12- ~; ~ ~l Estate Tax Return
6. D~ent Died Testate B~ Maint~ned a Uving Trust 0 ~. ~ Tot~ Number of Safe Depo
A. h ' ~ f;
( ac copy of W~II) ~py of Trust)
I~ ~' Litigation P~ee~ R~eived~ 10. S~usal Pove.y C~dit ~ 1~' E.t en to t~ under S~
~f death ~ 12-31-91 ~d 1-1-95) .;' ~; , ~ ~ ~h Sch O)
NAME ~MPL~ MAILING ~bR~SS
Eobe~ C. Sa~d~s
FIRM N~E (If ~plicable) 2[09 Ha~e~ S~.
TELEPHONE NUMBER
717./737- 3~05
R
E
C
A
P
I
T
U
L
A
T
I
O
N
C
0
M
T
!
0
1Real Estate (Schedule A) (1)
ZStocks and Bonds (Schedule B) (2)
3Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4)
5Cash. Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6Jointly Owned Property (Schedule F) (6)
I-~eparate Billing Requested
7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8.Total Gross Assets (total Lines 1-7)
9.=uneral Expenses & Administrative Costs (Schedule H) (9)
1Q;)ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11Total Deductions (total Lines 9 & 10)
la,let Value of Estate (Line 8 minus Line 11)
-0-
None
None
None
53,243.34
None
142,225.91
18,471.39
70,424.21
13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
l~let Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(8) 195,469.25
(11) 88,895.60
(12) 106,573.65
(13)
(14) 106,573.65
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
150,mount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16~mount of Line 14 taxable at lineal rate
17Amount of Line 14 taxable at sibling rate
180,mount of Line 14 taxable at collateral rate
X .0 0 (15) 0.00
106,573.65 X .0 45 (16) 4,795.81
x .12 (17) 0.00
X .15 (18). 0.00
19rax Due (19) 4,795.81
Copyhght (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-0o)
Decedent's Complete Address:
ISTREETADDRESS
215 Garrett Lane
CITY
Camp Hill
STATE IPA ZIP
17011
Tax Payments and Credits:
1.Tax Due (Page I Line 19)
2Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
11,200.00
239.79
(1)
Total Credits ( A + B + C ) (2)
4,795.81
3interest/Penalty if applicable D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4if Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5{f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1Did decedent make a transfer and: Yes No
;. retain the uso or income of the property transferred; ......................... ~ ~
· 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? ...................
2If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ ~ [~]
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. ~ ~']
4Did 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.
11,439.79
0.00
6,643.98
0.00
0.00
0.00
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT~OFPEJ~SONR~SPONSI~EF~Z-FtL~NGRETURN Carol L. Stecher and Clark Kipp Stecher
(~ /~J~ _ _ _2_ l_ _5 _ _G_ a_ _r _r_e_ t_ _t Lane ................... ~~
'~.~4~ ~~ c~ ~i~, ~i--iVdii- ......
SIGNATUREO~P~E~ER~A~REPRESENTATIVE Satdts, Shuff, Flower & Lindsav . '
C ......................... ,.
For dat~ o~ death on or a~or duly 1, 1004 and be[ore danua~ ~, ~ OOfi, tho ~ reto im~s~ m ~o not valuo o~ tmnstom to or for ~o uso ol tho
sumiving s~use is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after Janua~ 1, 1~5, the ~ rote im~ on the net value of tmnsfem to or for ~e use of ~e su~iving s~use is 0%
~2 P.S. 9116 (a) (1.1) (ii)]. ~e s~tute does not exempt a transfer to a sunning s~use from ~, and the s~t~o~ r~uirements for disclosure of assets
and filing a ~ return am still applicable even if ~e suwiving s~use is ~e only beneficial.
For dates of dea~ on or after July 1, 2~:
The ~ rate im~s~ on the net value of transfers from a d~eas~ child ~en~-one years of age or younger at death to or for ~e use of a natural
parent, an adoptive ~mnt, or a stepparent of ~e child is 0% [72 P.S. 9116 (a) (1.2)].
The t~ rate im~s~ on the net value of transfers to or for the use of the d~ent's lineal ~neficiaries is 4.5%, except as not~ in 72 P.S. 9116(1.2)
[72 P.S. 9116(a)(1)].
~e ~x rate im~s~ on ~e net value of tmnsfem to or for the use of ~e d~ent's siblings is 12% ~2 P.S. 9116(a)(1.3)]. A sibling is define, under
S~tion 9102, as an individual who has at least one ~rent in common with the d~ent, whether by bl~ or adoption.
Copy~ght (c) 2000 fo~ soffwa~ only The ~ckner Group, Inc. Fo~ REV-I~0 EX (Rev. 6-00)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha A. Stecher SS~/
SCHEDULE A
REAL ESTATE
267-16-7352
11/16/2oo3
FILENUMBER
21-03-1010
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 215 Garrett Lane, Camp Hill, PA 17011 suspend
TOTAL (Also enter on line 1, Recapitulation) $ O. O0
Form REV-1502 EX (Rev. 1-97)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
REV-1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Martha A. Stecher SS# 267-16-7352 11/16/2003 21-03-1010
Include the proceeds of litigation and the date theproceeds 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
2
3
4
5
6
7
8
9
10
11
12
PNC Bank, checking acct. #5003839584
AmeriChoice FCU, CD #23767-61
AmeriChoice FCU, share savings acct. #23767-01
AmeriChoice FCU, share savings acct. #16015-01
AmeriChoice FCU, CD #15015-60
Dept. of Veterans Affairs, refund of policy premium
Progressive Insurance, refund of car insurance premium
Household goods and furnishings
1994 Cadillac DeVille, sale price
Medical expense refund
Verizon refund
Balance of husband's AmeriChoice account
(plus deposit made after death)
TOTAL (Also enter on line 5, Recapitulation)
4,806.54
30,585.87
832.15
276.26
6,789.92
30.90
126.59
2,000.00
6,520.00
94.08
21.74
1,159.29
$ 53,243.34
(If more space is needed, insert additional sheets of the same size)
Copy~ght (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha A. Stecher SS~
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
267-16-7352 11/16/2003
This schedule must be completed and filed if the answer to any of questions I through 4 on page 2 is es.
FILE NUMBER
21-03-1010
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELAT ONSH P TO DECEDENT AND THE OATE OF TRANSFER.
NUMBER A'rrACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~F APPLICABLE)
1 Lincoln Benefit Life Co. 142,225.91 100.007, 142,225.91
Non-qualified fixed annuity
contract ~/LBF1001174
TOTAL (Also enter on line 7, Recapitt~ation) 142,225.91
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha A. Stecher SS~/
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
267-16-7352 11/16/2003
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A.
FILE NUMBER
21-03-1010
5.
6.
7.
:UNERALEXPENSES:
David M. Myers
Carol Stecher,
Funeral Home
reimbursement for clothing,
etc.
~,DMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
__ Zip
Year(s) Commission Paid:
Attomey's Fees Saidis, Shuff, Flower & Lindsay
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Carol Stecher
Street Address 215 Garrett Lane
City Camp Hill
Relationship of Claimant to Decedent
State PA Zip 17011
daughter
Probate Fees
Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
~herAdministrativeCosts
Cumberland Law Journal, estate notice
Patriot News, estate notice
Register of Wills, filing fee for tax return
Greg Slewelling and Sandy Gnone, compensation for assistance
AMOUNT
4,198.80
148.00
10,059.00
3,500.00
281.00
75.00
144.59
15.00
50.00
TOTAL (Also enter on line 9, Recapitulation) $ 18,471.3 9
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97)
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha A. Stecher
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 267-16-7352 11/16/2003
FILE NUMBER
21-03-1010
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 8,608.49
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
AmeriChoice FCU, personal line of credit acct. #16015-25
(in pre-deceased husband's name DOD balance)
AmeriChoice FCU, home equity line of credit acct. #16015-50
(secured by real estate located at 215 Garrett Lane, Camp Hill,PA
DOD balance)
AmeriChoice Visa charge account
PA Dept. of Revenue, final lifetime taxes
Agway Energy, fuel oil for house
Bret Adams, yard work and lawn mowing
Bon-Ton charge acct.
Manor Care, nursing home
Boscov's charge acct.
PA American Water
PPL
Erie Insurance, fire insurance premium
Progressive Insurance, car insurance premium
Sprint, phone bill
Verizon, phone bill
Sears, charge acct.
Fleet, Visa credit card acct. balance
Sonitrol, security system
Progressive Insurance, premium
Alicia Stine, tax collector
Comcast Cablevision
Plastic Surgery Center
AT&T
East Pennsboro Twsp., water and sewer
The Patriot News
Kipp Stecher, reimbursement for car battery
TOTAL (Also enter on line 10, Recapitulation)
45,839.29
2,886.09
82.00
2,215.10
442.00
404.55
27.00
377.37
385.40
527.91
474.00
123.43
89.38
215.88
51.02
6,287.48
141.66
118.43
494.99
163.75
10.00
16.79
288.00
111.80
42.40
$ 70,424.21
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-I$1Z EX (R~v. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha A. Stecher SS~/
NUMBER
2
II.
SCHEDULE J
BENEFICIARIES
267-16- 7352 11/16/2003
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
tAXABLE DISTRIBUTIONS [include omdght spousal distdb~ions, and
t~nsfe~ under S~. 9116(a)(1.2)]
Carol L. Stecher
215 Garrett Lane
Camp Hill, PA 17011
Clark Kipp Stecher, Jr.
1045 Country Club Road
Camp Hill, PA 17011
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
daughter
son
FILE NUMBER
21-03-1010
AMOUNTORSHARE
OF ESTATE
1/2 estate
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
1/2 estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATEI ON REV 1500 COVER SHEET
~ION-TAXABLE DISTRIBUTIONS:
~,, SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
$ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00)
JAMES H WEINREICH
THELMA M WEINREICH
530 CRAINS GAP RD
CARLISLE PA 17013-9602
i'der o[
5O3
10-4/220
date
NOT VAUD FO~ ~8S ~A~ $~00.00
Manu~ac~urem and Tra~lem Trust Company
1 Fountain Plaza
Bi. rlfaJo, New York 14203
November ~7, 2003
Robert C. Saidis, Esq.
26 W. High Street
Carlisle, Pa. ~7ox3
RE:
Clark K. Stecher -
Martha Stecher -
Account 16015
Account 23767
The accounts for Clark K. Stecher are as follows:
Account Type
Balances as of n/x7/o3
x6ox5-ox Share Savings
~6o~5-xx Checking
~6o~5-6o Certificate
x6ox5-25 Personal Line of Credit
~6o~5-5o Home Equity Line
$ 276.26
$ I,o95.86
$ 6,789.92
$ 8,6o8.49
$45,839.29
Ownership
Joint with Martha
Sole owner
Joint with Martha
Sole owner
Sole owner
The accounts for Martha Stecher are as follows:
Account Type
Balances as of xx/x7/o3
23767-oI Share Savings $ 832.15
23767-6x Certificate of Deposit $3o,585.87
Please call me if you need any additional information.
Sincerely,
Ownership
Joint with Clark
Sole owner
Diane Markley
Assistant Vice President
Operations
Lincoln Benefit Life Company
P.O. Box 94212
Palatine, IL 60094-4212
LINCOLN BENEFIT LIFE
COMPANY
A Member of Altstate Financial Group
January 13, 2004
Saides, Shuff, Flower & Lindsay
Attn: Shelby
2109 Market Street
Camp Hill, PA 17011
Re~
Contract Number:
Martha A Stecher
LBF1001174
Dear ·
We have been requested to complete Internal Revenue Service (IRS) Form 712 with regard to the
referenced contract.
The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or
with its proceeds as of certain date (usually the owner's date of death or date of transfer of the contract).
The contract referenced was an annuity contract, which is not reportable on IRS form 712.
The following information is provided regarding the value of the annuity and other data as of the date
specified:
Date of Death: November 16, 2003
Annuity Value* as of Date of Death: $142,225.91
Cost Basis: $47,572.00
Named Beneficiary: C Kip Stecher & Carol L Stecher
*The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender
Charges.
If you have any questions, or need further assistance, please contact me at 1-877-499-6418.
Sincerely,
Life and Annuity Claims
Overnight Address: 544 Lakeview Parkway, Vernon Hills, IL 60061
Toll Free Fax: 1-866-635-4523
PNCBAt K
January 20, 2004
Robert C. Saidis
2109 Market Street
Cmnp Hilt, PA 17011
RE:
Estate of Martha A. Stccher. &x::::~sed
SSN: 267-16-7352
DOD: 11/16/2003
Dear Mr. Smdis:
In response to your' request for Date oi Dcmh bahmces fbr the custom{:r holed above, om
records show thc following:
Check/rig Account
Accom~ #5003839584
MAR'!-", IA ^
DOD balance: $4,806.5~ (non-interc:~! 5,':aring)
Established 10/16/2001
Please note that tiffs office only pmvi&~s ,:.late of dcatt, baiances fi)r d~osit accounts
(~s, CDs, Checking and Savings acx:::~;mts). W~, da ~o't proeea; any financial
transacfi~m~ or provide statements. ~; '5'ou need assi~tan~':~, witk any of ~esc itt:ms,
please call 1-gg8 PNC-BANK (t-88~. '~:D-2265} ;~r' slop by )~our local PNC B~k branch
Sincerely,
Rochelle Wells
1-80(t-762-17?5
P7-PFSC-04-F
500 first Ave.
Pittsbu[gh PA [ 5219
M em b~.~r FDIC
LAST WILL AND TESTAMENT
OF
MARTHA A. STECHER
KNOW ALL MEN BY THESE PRESENTS, that I, MARTHA A. STECHER,
presently residing at 215 Garrett Lane, Camp Hill, Cumberland County,
Pennsylvania, do hereby make, declare and publish this as my Last Will and
Testament, hereby revoking all former Wills, Codicils and Testamentary Trusts
heretofore made by me.
PAYMENT OF EXPENSES
I. Payment of Expenses. I direct that my Executor, hereinafter named shall
have the power, but not the duty, to pay all my just debts, expenses of my last
illness, and funeral expenses from my estate as soon after my death as shall be
found convenient.
GIFTS
II. Personal and Household Effects. I bequeath my automobiles,
household and personal effects and other tangible property of like nature (not
including cash or securities) together with any existing insurance thereon, to my
husband, CLARK K. STECHER, if he survives me by thirty days. Should my
husband CLARK K. STECHER, not be living on the thirty-first day after my death,
I bequeath such tangible personalty and insurance thereon to my children living on
the thirty-first day after my death, to be divided between them by my Co-Executors,
with due regard for their personal preferences, in as nearly equal shares as
practical. Should any child of mine not be living on the thirty-first day after my
death, leaving issue to survive him or her, said child's share shall be allotted to her
or her then living issue, if any, and in default of such issue, such share shall be
added to the share of my other child, or the issue of such other child, per stirpes.
Any such personalty not so divided shall thereafter be disposed of by my Co-
Executors by public sale or in such manner as my Co-Executors shall select; all
proceeds therefrom shall form a part of the residue of my estate hereinafter
disposed of.
I intend to leave a memorandum setting forth suggestions as to the
distribution of certain items and, while the memorandum is not to be legally
binding, I hope the suggestions in it will be carried out.
RESIDUARY ESTATE
III. A. Spousal Gift. I give, devise and bequeath the rest, residue and
remainder of my estate, whether real, personal or mixed and of any nature
whatsoever and wherever situated, to my beloved husband, CLARK K. STECHER,
absolutely, if he survives me by thirty (30) days.
B. Remainder Gift. In the event that my husband, CLARK K. STECHER,
should predecease me or not be living on the thirty-first (31st) day after my death, I
give, devise and bequeath of the rest, residue and remainder of my estate, whether
real, personal or mixed, and of any nature whatsoever and wherever situated, to my
children, in equal shares, per stirpes.
IV. Fiduciaries. I hereby nominate, constitute and appoint my husband,
CLARK K. STECHER, as Executor of this my Last Will and Testament. In the
event that my said husband, CLARK K. STECHER, shall predecease me, or be
unwilling or unable to act as Executor, as aforesaid, then I nominate, constitute and
appoint my daughter, CAROL L. STECHER, and my son, CLARK KIPP STECHER,
JR., as Co-Executors of this my Last Will and Testament. If one of the Co-
Executors is unable or unwilling to serve, the other shall serve alone.
V. Bond. No Executor (Co-Executors) appointed hereunder shall be required
to give bond or enter security for the performance of his duties.
ADMINISTRAT/VE PROVISIONS
VI. My Executor (Co-Executors) shall have, in addition to the powers and
authority conferred upon him by law, the following additional discretionary powers
and authority:
1. To retain any property received by him.
2. To sell at public or private sale, exchange, lease, mortgage or pledge any
property, real or personal, at any time constituting a portion of trusts herein
created, and upon such terms and conditions as the Executor shall deem
wise.
3. To invest any money at any time in such bonds, stocks, notes, real
estate, mortgages, life insurance annuities or other securities, or such
property, real or personal, as the Executor shall deem wise, without being
limited by any statute or rule of law regarding investments by the Executor.
4. To retain, without incurring any liability, as investments, any property
owned by me at the time of my death, as long as he deems it wise, and even
though such property is not the kind of property the Executor would purchase
as an investment; and even though to retain such property might violate
sound diversification principles.
5. To cause any security or other property which may at any time
constitute a portion of my estate to be issued, held or registered in his own
name, or in the name of a nominee, or in such form that title will pass by
delivery.
6. To consent to the reorganization, consolidation, readjustment of the
financial structure, or sale of the assets of any corporation or other
organization, the securities of which constitute a portion of my estate, and to
take any action with reference to such securities which, in the opinion of the
Executor, is necessary to obtain the benefit of any such reorganization,
consolidation, readjustment or sale; to exercise any conversion privilege or
subscription right given to him as the owner of any securities constituting a
portion of a trust or of my estate; to accept and hold, as a portion of a trust of
my estate, securities resulting from any reorganization, consolidation,
readjustment, sale, conversion or subscription.
7. To pay all costs, taxes, charges and expenses in connection with the
administration of a trust of my estate, including compensation to the
Executor.
8. To determine what is "Income" and what is "Principal" hereunder, and
his decision thereon shall be final; and to purchase securities at a premium or
discount, and to apply or charge said premium or discount against income or
principal as the Executor may determine.
9. To transfer, sell, exchange, partition, lease, mortgage, pledge, give
options upon, or otherwise dispose of any property at any time held by him,
at public or private sale or otherwise.
10. To borrow money from any person, firm or corporation for the purpose of
protecting and preserving or improving my estate or trust hereunder; to
execute promissory notes or other obligations for amounts so borrowed.
11. To make distribution in cash or in kind.
12. To execute and deliver all documents necessary or appropriate for the
exercise of his powers.
13. To employ legal counsel, accountants, brokers, investment advisors,
custodians, managers and other agents any employees and to pay him
reasonable compensation out of my estate or out of any fund held hereunder
to which said compensation is attributable.
14. To do all other acts in his judgment necessary or desirable for the
proper and advantageous management, investment and distribution of a
trust or of my estate.
VII. Protective Provisions. To the extent permitted by law, the interest of
beneficiaries in principal or income shall not be subject to the claims of their
creditors and others, nor to legal process, and shall not be voluntarily or
involuntarily alienated or encumbered, except that nothing in this article shall
preclude the assignment of all or any part of a beneficiary's interest to his
descendants.
TAX PROVISIONS
VIII. Death Taxes. I direct that all transfer and inheritance taxes, state or
Federal assessed because of my death, whether the funds, property or insurance
proceeds to which such taxes are attributable pass under this Will or not, shall be
paid out of my residuary estate; that my Executor pay, or provide for payment of all
such taxes at such time or times, and in such manner as my Executor deems best.
IX. Tax Options. I authorize my Executor:
A. Death Taxes. To exercise any options available in determining
and paying death taxes in my estate;
B. Income Taxes. To join with my husband in filing a joint income
tax return; and
C. Gift Taxes. To consent to any gifts made by my husband being
treated as having been made one-half by me for the purpose of laws
relating to gift tax.
IN WITNESS WHEREOF, I, MARTHA A. STECHER, the Testatrix to this
my Last Will and Testament, typewritten on five (5) sheets of paper which I have
identified at the bottom of each page by my signature, hereunto set my hand and
seal the ]~ day of ~)~~'~h , 1997.
/ MARTHA A. STECHER
The preceding instrument consisting of this and four (4) other typewritten
pages, each identified by the signature of the Testatrix , MARTHA A. STECHER,
was on this day and date thereof signed, published and declared by MARTHA A.
STECHER, the Testatrix therein 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.
COMMONWEALTH OF PENNSYLVANIA:
: SS:
COUNTY OF CUMBERLAND :
I, MARTHA A. STECHER, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that
I signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
~/M~HA A. STECHER
Sworn or affirmed to and acknowledged before me, by MARTHA A.
STECHER, the Testatrix, this/j~-~day of ~~/ , 1997.
'/ Notary P~bli~ J':
Iofia A. Cuddington, Notary Public
Harrisbu~.?,, Dauphin County. PA
COMMONWEALTH OF PENNSYLVANIA ·
· SS:
COUNTY OF CUMBERLAND ·
We, Gloria J. Coppersmith , Nancy L. Loper , and
Richard E. Connell , the witnesses whose names are signed to
the attached or foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw MARTHA A. STECHER
sign and execute the instrument as her Last Will; that she signed willingly
and that she 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 eighteen or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by Gloria J. Coppersmith,
and Nancy L. Loper , and Richard E. Connell
witnesses this 18th day of September , 1997.
(SEAL)
No;~ aryKpub l'i-edI
! Gloria A. Cuddington, Notary Public ~.
~ Ha~sbu~,Dauphin Count, PA ~'
~My Commission Expi~s Feb, 14, 1998
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 004283
SAIDIS ROBERT C
26 W HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 267-16-7352
FILE NUMBER: 2103- 1010
DECEDENT NAME: STECHER MARTHA A
DATE OF PAYMENT: 08/17/2004
POSTMARK DATE: 08/1 7/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 11/16/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $300.00
REMARKS'
TOTAL AMOUNT PAID:
SAIDIS SHUFF FLOWER
$300.00
SEAL
CHECK# 1 78
INITIALS: CP
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERZT&~CE TAX DIVISION
DEPT. 2D060I
H~RRISDURG, PA 171Z&-060I
ROBERT C SAIDIS
SAIDIS ETAL
1109 MARKET
CAMP HILL
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOHANCE OR DISALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-15¢7 EX AFP COZ-03)
P2 :~i7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-11-200q
STECHER
11-16-2005
21 03-1010
CUMBERLAND
101
Amount Ram'i 'l:'l:ad
MARTHA A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
RE6ISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-154? EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STECHER MARTHA AFZLE NO. 21 05-1010 ACN 101 DATE 10-11-200q
TAX RETURN HAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERN/NG FUTURE INTEREST - SEE REVERSE
APPRATSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. ClosaZy Held Stock/Partnership Interest (Schedule C)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)
6. Jointly O~nad Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9)
10. Debts~Mortgage Liabilities/Liens (Schedule I) (10)
11. To,al Deductions
Nat Value of Tax Return
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 sub.it the upper portion
.00 of ~h[s fore with ~our
~ax payment.
18,q71 .$9
70,qZq.Z1
(11) 88.895.6§
('12) 106,575.65
13.
lq.
NOTE:
ASSESSMENT OF TAX:
16. Amount of Line lq at Spousal rata
16. Amoun~ of Line lfi taxable at Lineal/CZass A rate
17. Amoun~ of Line lq at Sibling ra*a
18. Amount of L/ne 1~ taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-
02-12-200q CD005558 ~$9.79
08-17-Z00q CDOOq285 . O0
(15) .00 X O0 = .00
(16) 106,57:5.65 X Oq5 = q,795.81
(17) .00 X 11 = .00
(18) . O0 x 15 = . O0
(19)= q,795.81
AMOUNT PAID
ll,ZO0.O0
$00.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Charitabla/Governaantal Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Net Value of Estate Sub.~act to Tax (lq) 106,575.65
Tf an assessment ,as ~ssued previously, l~nes 14, 15 and/or 16, 17, 18 and 19
reflect figures that ~nclude the total o~ ALL returns assessed to da~e.
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
11,759.79
6,9qS.98CR
.00
6,9q$.98CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUEl-~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '\t~'T .'
lq2/225.91
(a) 195,fi69.25
RESERVATION:
PURPOSE OF
NOT/CE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 198Z -- 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 Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S.
Section 9140),
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the Z3 Revenue Oistrict Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied aith the appraisement, alloaance, or disallowance of deductions, or assessment
of tax (including discount or interest) ms shown on this Notice must object mithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. Z80601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid aithin three (3) calendar months after the decedant's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has bean assessed as indicated on this notice.
Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. AIl taxes ahich became delinquent on and after
January 1, 198Z 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 198Z through 2004 are:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor
~ ZOZ .000548 1988-1991 117. .000301
1983 162 . 000438 1992 9Z . 000247
1984 117. .000301 1993-199~* 7Z .O0019Z
1985 13Z . 000356 1995-1998 9Z . 000Z47
1986 IOZ . 000274 1999 77. . OO019Z
1987 IOZ .000Z74 ZOO0 77. .00019Z
--Interest is calculated as folloes:
INTEREST = BALANCE OF TAX UNPAID
Dally
Year Rate Factor
2001 9Z .000Z47
200Z 6Z .000164
ZOOS 5Z .000137
ZOO4 4Z .000110
X NUHBER OF DAYS DELIN{~UENT X DAILY TNTERBST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
~EV-1470 EX (688) ~
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG~ PA 17128-0601
3ECEDEN'rS NAME FILE NUMBER
MARTHA A STECHER 2103-1010
REVIEWED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of this item has been suspended from the appraisement of the return until the
A I
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
ROW Page 1
IN THE COURT OF COMMON PI,EAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Martha A. Stecher
Date of Death: November 16, 2003
Will No. 21-03-1010 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 X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X__; No __
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans'
Date:
Court and may be...a~ached to this report.
Signat x_
Name: Robert C. Saidis, Esquire
I.D. No. 21458
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Personal Representative
Counsel for Personal Representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 2806O1
REV-tSO0
INHERITANCE TAX RETURN
HA,,~SBUR~. PA ~7~2S-0S0~ RESIDENT DECEDENT
Stecher, Martha A.
DA';~ OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
11-16-2003 02-28-1919
IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
[~4. Limited Estate
~ ~ i~ ' ~ S. Decedent Died Testate
OFFICIAL USE ONLY
FILE NUMBER
21 o3 lOlO
COUNI~ CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
267-16-7352
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
z
z
~ 2. SupplementeIReturn
[~ 4a. Futurelnterest Co:~oromise(dateOfdeathafter
12-12-82)
copyofWilJ) [] 7. DecedentMaintainedaLivingTrust(Attach
]Robert C. Saidis
~_aidis,__Shuff~, Flower & Lindsay 2109 Market Street
r 717) 737.340 ica....,Il, .^ 17911
1. Real Estate (Schedule A) (1) 1 7 5,0 0 0.0 0
2. Stecks and Bonds (Schedule B) (2) N 0 n e
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) N 0 n e
4. Mortgages & Notes Receivable (Schedule D) (4) N o n e
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5) N o n e
6. JointJy Owned Property (Schedule F)
~ Separate Billing Requested (6) N 0 n e
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) N 0 n e
(Schedule G or L) F~ Separate Billing Requested
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) 3,683.18
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)
(8) 175,000.00
(1~) 3,683.18
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE BIDE FOR APPLICABLE RATES
15. Amount of Lind 14 texable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2) ' - ~ x .00 (15)
16'Am°unt°fLine14texableatlinealrate(/"l~'r'~i...tC'[~oii.t ~¥d277,890.47 x .045 (16)
17.Amount of Line 14 taxable at sibling rate . x .12
18. Amount of Line 14 tsxable at collateral rate 0.00 x .15
19. Tax Due
171,316.82
0.00
171,316.82
0.00
12,505.07
(17) 0.00
(18) 0.00
(19) _._ __ 12~,505.07
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-001
Decedent's Complete Address:
cSi~REET ADDRESS
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
STATE PA
(1)
12,505.07
Total Credits (A + B + C)
3. interest/Penalty if appliceble
D. Interest 9.43
E, Penalty
Total Interest/Penalty (D + E) (3) 9.4 3
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. --
Check box on Page t Line 20 to request a refund (4)
5. JfLinel + Line 3 is greater than LIne 2, entarthedlfference. This is the TAX DUE. (5) __
A. Enter the interest on the tax due. (5A)
B. Enter the total of L ne 5 + 5A. This is the BALANCE DUE.
(se) 774/;7/
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred ............ Yes No
b. retain the dght to designate who shall use the property transferred or its income; ....................................
c. retain a reversionary interest; or ........................................................................................................... [~ x~
d. receive the Premise 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 desionation'~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
CaroJ~end Kil~3 ~Stel~ter 215 Garrett Lane
Robert C. Saldis ADDRESS
2109 Market Street
Camp Hill, PA 17011
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 statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disc~osu re
of assets and filing a tax return are still applicable even if the surviving spouse is the onty beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of tyansfers from a deceased child twenty-one years of age or younger at death to or for the
natural parent an ado tive arent or a ste a f o use of a
P' P , pp rento thechildis0~[72P.S.§9116(a)(1.2).
~9h~l~x 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.
1.2) [72 P.S. §9116 (a) (1)],
The tax rate imposed on the net varue 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.
Rev-1502 EXe
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Stecher, Martha A. 21-03-1010
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 175,000.00
215 Garrett Lane, East Pennsboro Township,
Cumberland County, PA (based on appraisal and by agreement of the parties - see
settlement sheet)
TOTAL (Also enter on Line 1, Recapitulation) 175,000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF , ~,,,.
NUMBER
utecher, Martha A. 21-03-1010
ITEM
NUM DESCRIPTION
1
2
3
4
5
6
Agway Energy, fuel oil for house
Bret Adams, mowing and lawn maintenance
PPL Energy, utility expense
East Pennsboro Township, water and sewer
Joseph M. Greet, Constuction, house repairs
AJicia Stein, tax collector, real estate taxes
VALUE AT DATE
OF DEATH
510.00
515.00
188.67
96.00
375.00
1,998.51
TOTAL (Also enter on Line 10, Recapitulation)
3,683.18
(if more space is needed, &d~;;[;u~; pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule ! (Rev~ 6-68)
Se ler ent Statement
El Type of Loan U.S Department of Elou~ing uno Urban Dmveidpment
OMB No 2502~0~5 R~V HU~I (~OG)
1. ~FHA 2. ~FmHA 3. ~Conv. Udns. ] G File Number ] 7. Loan Number ] -
4. ~VA 5. ~Ceev. Ins. ~ MT2004490RCS 8. M~gage Insuran~ Case Number
D NAME OF ~RROWER: Carol L. Stecher ] ~inI~ ?/~41~0~ at 14:23 RL~
ADDRESS:
E. NAME OF SELLER: Estate of Martha A. Stecher
ADDRESS
F. NAME OF LENDER: AmeriCholce Federal Credit Union
ADDRESS:
G PROPERTY ADDRESS:
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
I. SETTLFMENT DATE:
__ J. SUMMARY OF B~W'E~IT, ANSA~ON: -I
,oo. GROSSAMOU. DUE -R 1
1Dr. Contract sal~s price $175,000
20 Spartlnq Green Drive, Mechani~;sburg, PA 17055
215 Garreti ~p Hill, P~iI~
East Pennshoro Township
Saidis, Shuff, Flower & Lindsay, Telephone: 717-243-6222 Fax: 717-243-6486
26 West High Street, Carlisle, PA IT013
1211512004
K. SU~R~-OF ~-~ION.'~-' -
400. GROSS AMOUNT DUE TO SELLER
401. Coetrectsalesprlce ~'~l~5~J1JO-
1._.02. Personal Property
103 Settlement charqes ~o borrower (Jln_e 1400)
1D4.
105.
107. County Iaxes 12115104to1213'1104
~_.,~02. Personal pro~rty
1D1,410.3iL]~
23.0
108, School 'rexes 12115104to06130105
109.
110.
111
112,
120. GROSS AMOUNT DUE FROM BORROWER
200, AMOUNTS PAID BY OR ON BEHALF OF BORROWER
201. Deposit or earnest money
202. Principal amount of new luaus
203. E, xlstlnq loan(s) taken subiect to
204.
2O5
206
207.
208,
209.
213. _ ._~ustments for items unpaid~seller
t02,495.7!1
t32,50(~.00
404
405
Adjuslments for (te.m~, paid by se ~r n advance
407, County/axes 121t5/04 Io12/31104
40~88 Sch~ool Taxes 12/15/04to06130105
40~9
410.
411
412
420. GROS.S AMOUNT DUE TO SELLER -
500. REDUCTIONS IN AMOUNT DUE TO SELLER
23.05
5~01 Excess Deposit (see instructions)
502 Setllament charfles to seller {line 140_0.0~
5~03: Existjn_q loan(s) taken sub, ecl lo
504, paygfl of Flrsl Merlgage Loan
__ _Am~eriChoJce F~deral Credit Ual
505
506.
507.
508
509.
_ __ ~ustments for Items unpaid by seller
13,900.J33
_ SET__TLEMENT STATEMENT REV. HUD~113/8~
,b,_ $'ETTLEMENT CHARGES
· 700. T~OTAL SALES/BROKER'S COMMISSION based on price $~_, 0..001]1 =
Division of commission (line 700) as
_ 70~ ~ to
702, $ lo
?03. Commission prod at Settlement
File Number: MT2004-190 PAGE 2
TItJeExpress Settlement Slst_~a_~ Pnn~ed t2/14/2004 a! 14:23 RLM
~ PAID FROM ]~ROM
d BORROWER'S / SELLER'S
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801, Los Oriq,natJon Fee %
802. Loan Discount %
803, AppraisaIFee to Americhoice FCU
804. CreditRepor/ to Americhoice FCU
805. Lender's Inspsclton Fee
806~...MertqaFle ApphcatJon Fee
_.8.07 Assumption Fee
808. Flood Cert
250.00
18.0
to Americholce FCU 25.0~
818.
8ti
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901, Interest From to
902 M~tgagelnsurancePremlum for
903 Hazard Insurance Premium tar
[o
905. +
1000. RESERVES DEPOSITED WITH LENDER FOR
1001 Hazard Insurance __ ,po. ~. $ /mo
_1..E02 MortRa~e hlsurance __ ma [~. $
1003. Ciff Prope[!y Tax mo. ~ ~
1004, County Prop~T_a_x ............. mo.~ ~
1005 School Taxes ~!e:~ $
1009. Aqqreqate Analys!.s Adjustment
1100. TITLE CHARGES
/mo
/me
41.25/mu
163.;M /mo
1~1~1 S e_~t I_e~ ~ _m_ qrc I o__..~ I n..~q~
1 ~02. Abstracl er title ~earch
1103. Title examination
11(]4. Title Insuranc~ binder
1105.
1106 Notary Fees
1107 Adorne¥'s 1ees
(Includes above Items No: )
1108. Title Insurance to ACCP~ Inc.
(includes above items No:
1109 Lender's Policy 132,500.00 -
1110 Owner's Policy 175,000.00 - 888.30
1~1_~.t_ END I00, 300, 81 lo ACCP, Inc.
150.00
JOHN E. SLIKE
ROBERT C. SAIDIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR.
CAROL J. LINDSAY
KIRK S. SOHONAGE
THOMAS E. FLOWER
LINDSAY GINGRICH MACLAY
JACLYN M. SMITH
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attomey@ssfl-law.com
www.ssfl-law.com
December 16, 2004
CARLISLE OFFICE:
26 W. HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re: The Estate of Martha A. Stecher
File No. 21-03-1010
Dear Ladies: .o~,~ :ar -cc
Enclosed please find an original and two copies of a Supplemental Inheritance Tax return x~ah regard?to
the above estate. Also enclosed is a check for the filing fee and a check for the balance of taxes due. Please
issue a receipt at your convenience and a time-stamped copy of the return to our office in the envelope
provided.
Thank you.
Very truly yours,
.~,~FLOWER & LINDSAY
9S~elb/~ingling, Estate Paralegal
/sly
Enclosures
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
REV-1162 EX(11 96)
NO. CD 004748
SAIDIS ROBERT C
26 W HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 267-16-7352
FILE NUMBER: 2103-1010
DECEDENT NAME: STECHER MARTHA A
DATE OF PAYMENT: 1 2/1 7/2004
POSTMARK DATE: 1 2/1 6/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/1 6/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $774.71
TOTAL AMOUNT PAID:
$774.71
REMARKS:
SEAL
CHECK# 193
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT C SAIDIS
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-07-2005
STECHER
11-16-2003
21 03-1010
CUMBERLAND
101
'*
REV-1547 EX AFP 112-041
MARTHA
A
Allount Rellitted
PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ClJT ALONG...THIS;'(INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:r!7i"'-EX-AFYr(.r--6~"-NOT-I-CE-OF-iNHER-fllNCE-i'Ai-A-PPRAYSE'i€NT~--A['[.owlNCE-OR------------- - ---
. ... ,----.. :~~. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
E~ATE OF,:~~;STEC~;: MARTHA A FILE NO. 21 03-1010 ACN 101
~.,.,.,. ,{ .... '. )
'Y'~'::J' (:...)
('.;;<')
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
277,890.47 X 045 = 12,505.07
.00 X 12 = .00
.00 X 15 = .00
(19)= 12,505.07
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
175.000.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
.00
3.683.18
(11)
(12)
(13)
(14)
DATE 03-07-2005
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
175,000.00
3.683 18
171,316.82
.00
277,890.47
~...~... n~~~... . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-12-2004 CD003558 589.47 11,200.00
08-17-2004 CD004283 .00 300.00
12-16-2004 CD004748 5.61- 774.71
TOTAL TAX CREDIT 12,858.57
BALANCE OF TAX DUE 353.50CR
INTEREST AND PEN. .00
TOTAL DUE 353.50CR
~
. 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
,..'-~--,...<-~-_..,,--~.
BUREAU OF INDIVIllUALcnxqJ'F;,
lHHERITANCE TAX DIVISION r:: .\.1'-' ,'-, ,.' .
PO BOX za0601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-I60' EX AFP (03-05)
?1i'1~ r;r)r~ ??
...U:..n.l'" t. ~_..~
II. <;3
'; ~ ....
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
0"'-0"'-2005
STECHER
11-16-2003
21 03-1010
CUMBERLAND
101
_t _stted
MAIITHA
I
i
A
(' r. <'V''"'\C
~UT:i'\\..'i
ROBERT C S~~ i'
SAIDIS ETAt'"
2109 MARKET 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 cr~it to your ~ount8 s~it the upper portion of this for. with your t~ P8Y-.nt.
CUT ALONG THIS lINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS' ~
......................................~........................................................................
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF STECHER MARTHA A FILE NO.21 03-1010 ACN 101 DATE Q"'-0"'-2005
THIS STATEIIENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IH THE HAMED ESTATE. SHOIIH BELOII
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATIOH OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF A~ICABLE,
A PRDUECTED INTEREST FIGURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT: 03-07-2005
PRINCIPAL TAX DUE: 12,505.07
PAYMENTS (TAX CREDITS):
-J,
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-12-200'" CD003558 589....7 11,200.00
08-17-200'" CDOO...283 .00 300.00
12-16-200'" CDOO...7...a 5.61- 77....71
03-16-2005 REFUND .00 353.50-
,
TOTAL TAX CREDIT 12,505.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
.
TOTAL DUE I .00
. IF PAID AFTER THIS DATE, SEE REVERSE i
SIDE FOR CALCULATIOH OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
HO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR),
y/ICI NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS. )