HomeMy WebLinkAbout03-0867PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Robert P. ,qt-~mhangh
also known as
Deceased.
Social Security No. 20 ? - 0 ? - 85 ~4 ?
To: ~
Register of Wills for the
County of Cumberland
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 r i ×
in the last will of the above decedent, dated ~qc, vembe r 29 ~
jand codicil(s) dated NA Decedent's wife, Madalvn E. Stambaugh.
une 20, 2002. Also James R. Humer, one of the Successor
in the
named
,19 ~ d~ed on
Executors died.
Decedent's daughter, Lucy W. Stambaugh~married and became l,ucy W. Wolf.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ¢ u m b e r 1 a n d County, Pennsylvania, with
h is last family or principal residence at 293 Yro~t Rc~nd; Ga,-dners, PA 17324
(.q ~- th' Middleton
(list street, number and muncipality)
Decendent, then g ? years of age, died o c l- o h o r 1 ?, ? 003 ,19 ,
at 993 l~ra.~t Rc~m~t: c-~rdn~r~. PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
10,000.00
-0-
WHEREFORE, petitioner(s) respectfully req~e~t~s} the vrobate of the last will and codicil(s)
presented herewith and the grant of letters am e h t a r y
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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 represen-
tative(s) of the above decedent petitioner(s) will well ar~! trt~ly administer the estate according to law.,~
Sworn to or affirmed and subscribed ~ ~~-~
bef. or.¢ nle lhis rO_.d~ day of I ""-'~]~,~-~---~
--~-~L/.~!L~ ,~-e~ R~egistet~ [
Estate Of ROBERT P. STAMBAUGH , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER c~._~ i~ 200,3fn consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated November 29, 1984
described therein be admitted to probate and filed of record as the last will of Rob er t P.
Stambaugh ;
and Letters Testamentary
are hereby granted to Lucy W.~f
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
Renunciation ................ $
Filed
Dale F. Shughart, Jr.
~ .ED~5 ATTORNEY (Sup: Ct. I.D. No.) 19373
35 East High Street, Suite 203
TOTAL
(717)
ADD.SS Carlisle,
241-4311
PHONE
PA 17013
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to the
law, depose(s) and say(s) that
codicil
will presented herewith, (each) being duly qualified according to
present and saw
the testat , sign the same and that signed as a witness at the
request of testat~ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
(Name)
(Address)
(Name)
(Address)
Register
R~EGIST~R OF WILLS OF
CUMBERLAND
COUNTY
OATH OF NON-SUBSCRIBING WITNESS
DALE F. SHUGHART, JR. AND BONNIE L. COYLE
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of ROBERT p. .qTAMRAII~ ,
of :teo~x~fxxh~x:~l~ai~;x~,,~o~mxxw~: the will
testat o r
that
to the best of
they
believes the signature on the
ROBERT P. STAMBAUGH
Sworn to or affirmed and subscribed before
me thJ~ c',,~./t.~d~ day of
presented herewith and
will is in the handwriting of
t h e i r knowledge and belief.
_
35 East High
~%. Shughart,
PA 17013
35
~dfr~s)~a r 1 i s 1 e,
(Nam~Bo e L. Coyle
~ddress) Carlisle, PA 17013
Jr.
105.805 REV 9/86
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 t~ the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9648623
No.
Local RegiStrar ~
OCT 16 2003
Date
144 Rev, 1/91 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
#2 9-124 (Coroner)
Robe r t P S t o~- o. ~*- ~,.E .uM~. ~~,
~ _ ~R~" msv..~c,~;~ ..... ~ .... {~707-8547 ~~ 10, 2003
87 v~. I I I ....... I . f ..... ~ _ ~
293 Faost Ro~d ,=u~ ,...s,.,. Pennsulvan~a
,~ - ~ ~z~.~ ~,.~ South
PA 17324 ~ ~ ~
~ ~d r~d ~ ~ ......... Ed~ P~4o~
'
Co~o~e~
' ' .................................... : ........ : .....................
I, ROBERT P. STAMBAUGH, of South Middleton Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke ail wills whi~I have
previously made.
I - I give, devise and bequeath my entire estate, real and personal, to my
wife, Madalyn E. Stambaugh, absolutely and in fee simple if she shall surviv~ me,
otherwise to my daughter, Lucy W. Stambaugh, if living, and if deceased to her
surviving issue.
II - If neither my wife nor any issue shall survive me, I direct my
executor to convert into cash all my real and personal property and I give and
bequeath the same in equal shares to St. Paul's Lutheran Church of Carlisle,
Pennsylvania, the Helen H. Krause Animal Foundation, Mechanicsburg, Pennsylvania, and
John and Helen Thumma, as tenants by the entireties, and if both shall be deceased to
lapse, before deduction for applicable transfer, inheritance and similar taxes.
III - Any share of my estate which shall become distributable to a minor
may be held in a savings account, certificate of deposit or similar security, in a
federally insured banking or savings institution in the name of the minor and marked
not to be withdrawn until the minor attains the age of 18 years.
IV - I appoint as executrix of this my last will my wife, Madalyn E.
Stambaugh, and if for any reason she shall fail to qualify or cease to act as such
during the administration of my estate, I appoint as substituted co-executors my
da~hter, Lucy W. Stambaugh and James R. Humer, or the survivor of them. I direct
that no bond shall be required of any fiduciary named in this will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ i day of
Signed, sealed, published and declared by Robert P. Stamba~h, testator above
named, as and for his last will and testament, written on one sheet of
paper, in our presence, who, in his presence, at his request, and in the
presence of each other have hereunto subscribed our names as attesting
witnesses:
ROBERT P. STAMBAUGH
JAMES R, HUMER
ATTORNEY AT LAW
FARMERS TRUST BUILDING
ONE WEST HIGH STREET
CARLISLE, PENNA. 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Robert P. Stambaugh
Date of Death:
October 12, 2003
Estate No. 21-03-0867
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 beneficiaries of the above-captioned estate on
October 23, 2003.
Name
Lucy W. Wolf
Address
283 Frost Road
Gardners, PA 17324
Notice has now been given to all persons entitled thereto
under Rule 5.6(a) except:
Date: October 23, 2003
Telephone (717) 241 4311
Capacity: Counsel for Personal Representative
Lucy W. Wolf
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL
RECEIVE ANY MONEY OR PROPERTY FROM
THIS ESTATE OR OTHERWISE
Whether you will receive any money or property will be
determined wholly or partly by the decedent's will. If the
decedent died without a will, whether you will receive any money
or property will be determined by the intestacy laws of
Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Robert P. Stambaugh, deceased
Estate No. 21-03-0867
TO:
Lucy W. Wolf
283 Frost Road
Gardners, PA 17324
Please take notice of the death of decedent and the grant of
letters to the personal representative(s) named below.
The Decedent Robert P. Stambaugh, died on the 12th day of
October, 2003, at Gardners, Cumberland County, Pennsylvania.
The Decedent died testate.
The personal representative of the Decedent is:
Lucy W. Wolf
283 Frost Road
Gardners, PA 17324
The will has been filed with the Office of the Register of
Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA
17013. Phone No. 717-240-6345.
A copy of the Will or Petition may be obtained by contacting
the Register of Wills and paying the charges for duplication.
Date: October 23, 2003 _.. i'"k~,~l.~ '~,.~ ~ ii~
Dale F. Shughart, J~. / '.
Attorney Supreme Cou=~'~ ~ I.D. #19373
35 East High Street, Suite 203
Carlisle, PA 17013
Telephone (717) 241-4311
Capacity: Counsel for Personal Representative
Lucy W. Wolf
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21
COUNTY CODE
03 00867
YEAR NUMBER
; DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
i Stambaugh, Robert P. 207-07-8547
~z ? DATE OF DEATH (MM-DD-YEAR) [ DATE OF BIRTH (MM-DD-YEAR)
uJ ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I
o 10/10/2003 08/24/1916 REGISTER OF WILLS
LU
O IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
UJ
[] 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 [] 5. Federal Estate Tax Return Required
after 12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes,
of Will) copy of Trust) --
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
12-31-91 and 1-1-95)
qAME
Dale F Shughart, Jr. Esquire
:IRM NAME (If applicable)
"ELEPHONE NUMBER
717/241-4311
COMPLETE MAILING ADDRESS
..... 35 E. High Street, Suite 203
Carlisle, PA 17013
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)
None
None
None
None
8,663.68
9,847.47
None
6,025.10
959.38
(8)
OFFICIAL USE ONLY
18,511.15
6,984.48
11,526.67
11,526.67
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 )
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)
(11)
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
x .00 (15)
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
1 1,526.67 x .045 (16) 518.70
x .12 (17)
x .15 (18)
19 Tax Due (19) 518.70
20. []
~ ~ L.~.:.~ ~O ~ ~ ~~ ~!~ ::~m~.~.`~a~sjm~N~t~r~a~m~!~:?::~::~::~::~::~::~::~i~i~!~::i~::~!~!~:~!~!~i~::~::(~::~5~ 5i.((55555~.~.::.::.::.::.::.i !.!.!.::.i.i.i.i.i.i i.i.i i.i.i.i~i:
Copyright 2000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 6-00)
Decedent's Complete Address:
[STREET ADI)P,I'NS
'~9'~ Frost Road
CITY Gardners
....................... ~TATI:, PA117324 'zip 17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
......... -Z5.-9 4
Total Credits (A + B + C)
51g.70
0) ....
518.70
(2)
3. Interest/Penalty if applicable
D. Interest ..........
E. Penalty ................. 0 f)('
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (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 the TAX DUE. (5) ........... Q; 0 0
A. Enter the interest on the tax due. (5A) .................
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0 · 0 0
Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
1. Did decedent make a transfer and:
a. retain the use or ncome of the property transferred; .....................................................................................
b. retain the right to deSignate who shall use the property transferred or its ncome; ........................................
o retain a reversionary interest; or ..................................................................................................................... [] []
receive the rom se for life of ether payments, benefits or care? ..................................................................
. d,.. .... P-"-r December 12 1982 d d decedent transfer property within one year of death w~thout
2. , aeam occuneu ..... ' ' [] []
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-probate property which [] []
contains a beneficiary designation? ........................................................................................................................
IF THE ANSWER TO A Y OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
N at 1 have examined th s return ncluding accompany ng schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete
nde enalbes of pe ury, I declare th · ' d nn ~ll i-F~rmation of which oreparer has any knowledge
l~eclaraPtlon of preparer other than the personal [e~r_e?_en~ab~e !~ b_a~se-'_':_:: :-: "~'- ......... -~
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
,,,,., ,. / /
· .. ' /,( IA/ ,4 ! G'u-dncrs PA 17324
~"'¢~. , ,,, /1 / ..... ,^ ~ ,-... .............. 7 ....."' - ....... --
-- ,,_../ .......................................................... [:)AT~
siGNk~U~E ~iFi.bRE~SA-F~R--OTH~FfTfl^N-~E'p~kTAiyV-E ........ ADDRESS 35 t' l ligh Street Suite 203
I)nle l,;.Shu.har*.~.Ir. 1"¢ (~//7 ~ ' % ' " ' ' ' -- '
, ..- Carlisle PA 17013 .~ //(~...~/-"/
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 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
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. §9! 16
1.2) [72 P.S. §9116 (a) (1)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.
COMMONWEALTH OF PENNSYLVANtA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Stambaugh, Robert P.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC,
PERSONAL PROPERTY
FILE NUMBER
21 - 03 - 00867
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
NUMBER
VALUE AT DATE
DESCRIPTION OF DEATH
Clothing and personal effects
Household goods, furniture and furnishings, valued in accordance with attached appraisal of Kevin M.
Wickard, auctioneer.
Waypint Bank checking account 100096809 (joint owner Madalyne E. Stambaugh died June 20, 2002)
Principal - 6,236.20
Accrued interest - .06
Two reissued IDS annuity checks on hand, $250 each
Sprint, close out refund.
U.S. Treasury, final Civil Service retirement benefits.
0.00
92.00
6,236.26
500.00
11.73
1,823.69
TOTAL (Also enter on Line 5, Recapitulation) 8,663.68
KEVIN M. WICK~IRD
Auctioneer
140 Pleasant Hall Road
Carlisle, PA 17013
717 -24 !-~¢--------------~-"
/
LOOK FOR US. WE'LL GET YOU THOR6.
11/25/2003
DALE F SHUGHART JR
35 E HIGH ST STE 203
CARLISLE PA 17013
The information which you requested on the account(s) of ROBERT P STAMBAUGH
(Social Security Number 207-07-8547) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if' any
Date Ownership
Was Established
100096809
CHECKING
112200
6236.20
.06
6236.26
JTO
MADALYN E
STAMBAUGH
112200
Additional
Information
Requested
(._ / ?'---
cEF.11xI-WATT S
SENIOR SERVICES REP.
RO. Box 171 I, HARRISBURG, PENNSYLVANIA 17105-1711
Toll FrE~ 1-866-WAYPOINT (I-866-9E~9-7646) · IN YORK AREA 717/815-4500 · vvvvw.waypointbank.com
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Stambaugh, RobeA P. 21 - 03 - 00867
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A Lucy A. Wolf. .. Daughter
283 Frost Road
Gardners, PA 17324
JOINTLY OWNED PROPERTY:
ITEM
NUMBER
LETTER
FORJOINT
TENANT
A
A
DATE
MADE
JOINT
08/26/2002
08/26/2002
DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number or
similar identifying number. Attach deed for jointly-held real estate.
M & T Bank, checking account #9830290970
M & T Bank savings account # 15004202-150120
DATE OF DEATH
VALUE OF ASSET
323.31
19,371.62
50%
DATE OF DEATH
VALUE OF
DECEDENT'SINTEREST
161.66
9,685.81
TOTAL (Also enter on line 6, Recapitulation)
9,847.47
December 3, 2003
Dale F. Shughart, Jr.
Attorney At Law
35 East High Street, Suite 203
Carlisle, PA 17013
499 Mitchell Street, Millsboro, DE 19966
Estate of Robert Paul Stambaugh
Date of Death: October 10, 2003
Social Security Number: 207-07-8547
Dear Mr. Shughart:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account 7~jpe ........................... Checking Account
Account Number. ...................... 9830290970
Ownership (Names oj') .............. Robert Paul Stambaugh, Lucy W. Wolf
Opening Date ........................... 08/26/02 (account closed 10/24/03)
Balance on Date of Deattt .........$323.31
Accrued Interest $ 0.00
Total ....................................... $323.31
2. Account Type ........................... Savings Account
Account Number. ...................... 15004202150120
Ownership {Names oj) ..............Robert Paul Stambaugh, Lucy W. Wolf
Opening Date ........................... 08/26/02 (account closed 10/24/03)
Balance on Date of Deattt .........$19,371.62
Accrued Interest $ 3.20
Total ....................................... $19,374.82
Sincerely,
Charlene Warrington, AssUciate I
(302) 934-2722
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE
OF
Stambaugh, Robert P. i FILE NUMBER
21 - 03 - 00867
AMOUNT
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A, FUNERAL EXPENSES:
1 Cremation Socie~', cremation
Westminster Cemetay, interment vault and interment.
Carlisle Memorial Service, Inc., headstone
~.TIVE 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 Dale F. Shughart, .Ir., (estimated)
Famil' Exemption: If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
State ~ Zip
Accountant's Fees
Tax Return Preparer's Fees Accountant, prep of final personal income tax (est)
Other Administrative Costs
Register of Wills, Short Certificates
Postmaster, certified mail
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
1,127.10
965.00
· 1,095.00
2,500.00
50.00
250.00
9.00
4.00
25.00
6,025.10
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schedule H
ESTATE OF FILE NUMBER
Stambaugh, Robert P. 21 - 03 - 00867
3 Register of Wills, filing Inventory and Inheritance Tax Return 25.00
Page 2 of Schedule H
COMMONWEAL~'I OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
Stambaugh, Robert P.
FILE NUMBER
21 - 03 - 00867
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
Checks written before death, clearing after death:
#813 - Wilmer Wolf, rent
Sprint, final phone bill
Waypoint Bank, service fee.
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
925.00
29.38
5.00
959.38
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Stambaugh, Robert P. 21 - 03 - 00867
AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY OF ESTATE
II.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Lucy W. Wolf
283 Frost Road
Gardners, PA 17324
RELATIONSHIP TO
DECEDENT
DO Not List Trustee{s)
Daughter
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
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
100%
I, ROBERT P. STAMBAUGH, of South Middleton Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke all wills which I have
previously made.
I - I give, devise and bequeath my entire estate, real and personal, to
wife, Madalyn E. Stambaugh, absolutely and in fee simple if she shall survive me,
otherwise to my daughter, Lucy W. Stambaugh, if living, and if deceased to her
surviving issue.
II - If neither my wife nor any issue shall survive me, I direct my
executor to convert into cash all my real and personal property and I give and
bequeath the same in equal shares to St. Paul's Lutheran Church of Carlisle,
Pennsylvania, the Helen H. Krause Animal Foundation, Mechanicsburg, Pennsylvania, an
John and Helen Thumma, as tenants by the entireties, and if both shall be deceased to
lapse, before deduction for applicable transfer, inheritance and similar taxes.
III - Any share of my estate which shall become distributable to a minor
may be held in a savings account, certificate of deposit or similar security, in a
federally insured banking or savings institution in the name of the minor and marked
not to be withdrawn until the minor attains the age of 18 years.
IV - I appoint as executrix of this my last will my wife, Madalyn E.
Stambaugh, and if for any reason she shall fail to qualify or cease to act as such
during the administration of my estate, I appoint as substituted co-executors my
daughter, Lucy W. Stambaugh and James R. Humer, or the survivor of them. I direct
that no bond shall be required of any fiduciary named in this will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ]i!i ~ day of
Signed, sealed, pnblished and declared by Robert P. Stambaugh, testator above'
named, as and for his last will and testament, written on one sheet of
paper, in our pre.~ence, who, in his presence, at his request, and in the
presence of each other have hereunto subscribed our names a~ attesting
witnesses:
(SEAL
Register of Wills of Cumberland County,
INVENTORY
Estate of Stambaugh, Robert P.
also known as
, Deceased
Lucy W. Wolf, a/k/a Lucy W. Stambaugh
Pennsylvania
No. 21 - 03 - 00867
Date of Death 10/10/2003
Social Security No. 207-07-8547
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
Decedent's 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. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: Dale F Shughart, Jr. Esquire
I.D. No.: 19373
Personal Repres te~
Sign~
~,~/l~cy W. Volf, a/k/a ugh
Signature:
Signature:
Address: 35 E. High Street, Suite 203 Address: 283 Frost Road
Gardners, PA 17324
Carlisle, PA 17013
Telephone: 717/241-4311 Telephone: (717) 486-4762
Dated:
Personal Property
Clothing and personal effects
0.00
Household goods, furniture and furnishings, valued in accordance with attached appraisal of Kevin
M. Wickard, auctioneer.
92.00
Waypint Bank checking account 100096809 (joint owner Madalyne E. Stambaugh died June 20,
2002)
Principal - 6,236.20
Accrued interest - .06
6,236.26
Two reissued IDS annuity checks on hand, $250 each
500.00
Sprint, close out refund.
11.73
U.S. Treasury, final Civil Service retirement benefits.
1,823.69
Total Personal Property
$8,663.68
(Attach additional sheets if necessary) Total Personal Property and Real Estate $8,663.68
BUREAU OF ZNDTVZDUAL TAXES
ZNHERZTANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA Z71Z8-0601
CONMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DALE F SHUGHART JR ESQ
STE 205
55 E HIGH ST
CARLISLE
'~:i /',~i~b-ESTATE OF
DATE OF DEATH
FILE NUMBER
ACM
PA 17015 ~.,t,ITiOut:cu~u ,JO.. PA
OZ-Z$-ZOOq
STAMBAUGH
10-12-2005
21 05-0867
CUMBERLAND
101
Amoun1: Rem i'l:'l:ed
REV-16"? EX AFP (01-05)
ROBERT P
HAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper cred/1: t:o your eccoun1:, subm/~ ~he upper portion of 1:his form wit:h your 1:ax payment:.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (01-03) ~## ZNHERZTANCE TAX STATEMENT OF ACCOUNT
ESTATE OF STAMBAUGH ROBERT P FILE NO. 21 05-0867 ACN 101 DATE 02-ZS-gOOq
THIS STATEMENT TS PROVTDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHONN BELO#
ZSA SUMHARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE,
A PROJECTED ZNTEREST FZGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: OZ-Zq-ZOOq
PRINCIPAL TAX DUE:
PAYMENTS
(TAX CREDITS):
PAYMENT RECEIPT
DATE NUMBER
01-08-200q COOOSq21
ZF PAID AFTER THZS DATE, SEE REVERSE
SIDE FOR CALCULATZON OF ADDZTZONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT'
DISCOUNT (+)
INTEREST/PEN PAID (-)
25.93
AMOUNT PAID
q9Z.76
TOTAL TAX CREDIT
518.69
.01
YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. }
518.70
BALANCE OF TAX DUE
INTEREST AND PEN. .00
TOTAL DUE .01
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NDN-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR):
REPLY TO:
DISCOUNT:
PENALTY:
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-1515). Applications ars available at
the Office of the Register of Nills, any of the 25 Revenue District Offices or from the Department's Z¢-hour
answering service for forms ordering: 1-800-$6Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-5020 (TT only).
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA l?lZB-0601, phone
[717) 787-650S.
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (eX) discount
of the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat
paid before January 16, 1996~ the first day after tho and of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016¢. A11 taxes which became delinquent on and after
January 1, 19BI will bear interest et a rate which will vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO5 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005¢8 1987 9Z .000Z¢7 1999 7Z .00019Z
1983 lOX .OOO¢~B 1988-1991 llZ .000~01 ZOO0 8Z .OOOZX9
1984 11Z .000301 199Z 9Z .000Z¢7 ZOOX 9Z .O00Zq7
1985 15Z .000556 1995-199¢ 7Z .00019Z ZOOZ 6Z .00016¢
1986 10X .000Z7¢ 1995-1998 9Z .000Z¢7 2003 5Z .000157
--Interest is calculated as foX1ows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST 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.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert P. Stambaugh
Date of Death: October 12, 2003
Admin. No. 21-03-0867
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:
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' Court and may be attached to this report.
Date: March 17, 2004
Carlisle, PA 17013
(717) 241-4311
Counsel for Personal Representative
BUREAU OF TNDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COHHONHEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF /NHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE
OF DEDUCT/ONS AND ASSESSHENT OF TAX
REV-1547 EX AFP (01-03)
DALE F SHUGHART JR ESQ
STE ZO$
55 E HIGH ST
CARLISLE
- ~DATE
- .... .:i \~Vi]~S ESTATE OF
DATE OF DEATH
FILE NUHBER
FEB 27 ? :(~OUNTY -ACM
O2-Zq-2OOq
STAHBAUGH
10-12-2005
Z1 05-0867
CUHBERLAND
101
Aeoun'l: Ram i'l:'l:ad
ROBERT P
HAKE CHECK PAYABLE AND REt, ITT PAYHENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS ~"~
REV-1547 EX AFP (01-03) NOTICE OF /NHERZTANCE TAX APPRATSEHENT, ALLOHANCE OR
DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF STAHBAUGH ROBERT P FILE NO. 21 0:5-0867 ACN 101 DATE 02-2q-200~
TAX RETURN WAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (~)
3. Closely Held S~ock/Par~narship Zn~eres~ (Schedule C) (3)
~. Mor~gagas/No~as Receivable (Schedule D) (~)
E. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) ($)
6. Jointly O~nad Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expansas/Adm. Cos~s/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabili~ias/Liens (Schedule Z) (10)
11. To{al Deduc{ions
12. NB~ Value of Tax Ra~urn
8z66:5.68
9~8~7.~7
.00
.00 NOTE: To insure proper
.00 credi~ ~o your account,
.00 submi~ ~he upper portion
.00 of ~his form wi~h your
~ax payment.
(8) 18,511.15
6,025.10
959 .$8
(12) 11,526.67
13.
lq.
NOTE:
Charitable/Governmental Bequests; Non-elec~ad 9113 Trusts (Schedule J) (13)
Ne~ Value of Es~a~a Subject: ~o Tax (lq)
:;f an assessment was ~ssued prev$ously, lanes 14, 15 and/or 16, 17,
reflect fSgures that Snclude the total o~: ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun~ of Line lq a~ Spousal ra~e
16. Aaoun~ of Line lq ~axabla a~ Linaal/Class A ra~a
17. Aeoun~ of Line lq a~ Sibling ra~a
18. Amoun~ of Line lfl ~axable a~ Collateral/Class B ra~a
19. Prlnc~pal Tax Due
~AX CREDZTS:
PAYMENT RECEIPT DZSCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
.00
11,526.67
18 and 19 ~111
'AYMENT MUST BE MADE BY 07-1Z-Z00q~.
(1~) .00 x 00 = .00
(16) 11,526.67 x 0q5= 518.70
(17) .00 x 12 = .00
(18) .00 X 15 : .00
(19)= 518.70
AMOUNT PAID
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUEI 518.70
INTEREST AND PEN. . O0
TOTAL DUE 518.70
( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REQUIRED.
TF TOTAL DUE TS REFLECTED AS A 'CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS.)