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Home My WebLink About06-29-12 (2)REV-1500 EX (02-11) (FI) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 1505611185 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN 21 11 10 8 4 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 184-20-2466 09272011 Decedent's Last Name STAMBAUGH MMDDYYYY Date Of Birth MMDDYYYY 01171927 Suffix Decedent's First Name BLANCHE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 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 ^ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (Date of Death ^ 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LOWELL R• GATES, ESQ• 717-731-9600 ~-~ First Line of Address 1013 MUMMA RD, STE 100 Second Line of Address City or Post Office LEMOYNE State ZIP Code PA 17043 Correspondent'se-mall address: L • R • GATESaGATESLAWFIRM • COM REGIST ILLS US LY ~ _ ' t, .. _~.~ - ~_ C , r r .J l ~ r ~ ~'- - - - Kr-~ i1 .7 _ _ . C._ F_ -- ~~' _ -*V5 ~ ..' ~:. DATE FILED "-" MI A MI ~1 ~~ C~ :7 i ) %rv~ ;'i'~ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personyal~represe~ntative is base/d on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN i~%' u-r._~ (~l ~Ii~c?~-i.~'r/ DATE MICHAEL A • TROUTMAN, EXR • ~._ c~~~C/L (~ /Ls;~~ ADDRESS 49 LONGVIEW DR• MECHANICSBURG, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE `~ DAT~ LOWELL R • GATES, ESQ • ,/%e% ~~~~~ ~~ //.j ~~/,fir /~- 1013 MUMMA RD•, STE• 100 LEMOYNE, PA 17043 PLEASE USE ORIGINAL FORM ONLY 1505611185 Side 1 OM4647 3.000 1505611185 \, ~j J 1505611285 REV-1500 EX (FI) Decedent's Social Security Number 184-20-2466 Decedent's Name: STAMBAUGH BLANCHE A RECAPITULATION 1. Real Estate (Schedule A) 1 $ 0 , Q 0 2. Stocks and Bonds (Schedule B) . 2 $ 0 , 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3. $ 0 , 0 0 4. Mortgages and Notes Receivable (Schedule D) _ 4. $ 0 • 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. $19 , 6 9 9 • 41 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g, $ Q . Q Q 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. $ 2 5 2 , 3 7 9 • 5 8 8. Total Gross Assets (total Lines 1 through 7) 8 $ 2 7 2, 0 7 8. 9 9 9. Funeral Expenses and Administrative Costs (Schedule H). g, 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10 11. Total Deductions (total Lines 9 and 10) , 11. 12. Net Value of Estate (Line 8 minus Line 11) 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , , 13, 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un~er Sec. 9116 16. Amount of Line 14 t xable 4~ at lineal rateX.O $260, 246.70 16. 17. Amount of Line 14 taxable at sibling rate X .12 $ Q , Q 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 $ Q . Q Q 18. 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 OM4648 3.000 $10,631.69 $1,200.60 $11,832.29 $260,246.70 $0.00 $260,246.70 $0.00 $11,711.10 $0.00 $0.00 $11,71],•10 REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number z1 11 Laa4 DECEDENTS NAME STAMBAUGH BLAN HE A STREET ADDRESS CUMBERLAND CITY MECHANICSBURG STATE PA ZIP 17050- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments $10 , 0 0 0. 0 0 B. Discount $ 5 2 6.3 2 (1> $11, 711.10 3. Interest Total Credits (A + B) (z) $10 , 5 2 6 • 3 2 (3> $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FiII in box on Page 2, Line 20 to request a refund. (4) $0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $1 , 18 4 • 7 8 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 b. retain the right to designate who shall use the property transferred or its income c. retain a reversionary interest . d. receive the promise for life of either payments, benefits or care? Yes ^ ^ No 0 2. If death occurred after Dec. 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? 0 ^ ^ ^X 4. Did decedent own an individual retirement account, annuity, or other non-probate property, which contains a beneficiary designation? ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. OM4671 2.000 REV-1508 EX+ (11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, ~ MISC. RESIDENTDECEDENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Blanche A. Stambaugh 21 11 1084 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t . PNC Bank Checking Acct. No. 5004733562 $2,666.02 Interest accrued to 9/27/2011 $0.01 2 Members 1st Federal Credit Union Checking Account $121.65 3 Members 1st Federal Credit Union Savings Account $286.78 4 Members 1st Federal Credit Union Certificate of Deposit $16,340.99 5 United Healthcare Services, Inc. refund $32.40 6 Refund received from nursing home. $251.56 TOTAL (Also enter on line 5, Recapitulation) b ~ $19, 699.41 ow4sAD 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX + (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NU Blanche A. Stambaugh 21 11 1084 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBS DESCRIPTION OF PROPERTY INCLLDETFENAMEOFTFETRANSFEREE.THEIRRELATIONSHIPTODECEDENTAND THE DATE OF TRANSFER. ATTACH ACOPV OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'$ INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE ~ PNC Bank IRA Acct. No. 55010207725 $5,449.37 100.0000 $0.00 $5,449.37 Beneficiary: son, Michael A. Troutman Interest accrued to 9/27/2011 $1.87 100.0000 $1.87 2 PNC Bank IRA Acct. No. 55010207726 $8,633.29 100.0000 $0.00 $8,633.29 Beneficiary: Michael A. Troutman Interest accrued to 9/27/2011 $2.97 100.0000 $2.97 3 First National Bank of Marysville Checking Acct. No. 100105505 $189,413.60 100.0000 $3,000.00 $186,413.60 Account made joint with son, Michael A. Troutman, in September 2011. 4 First National Bank of Marysville Certificate of Deposit No. 3067960 $51,878.48 100.0000 $0.00 $51,878.48 Account made joint with son, Michael A. Troutman, in September 2011. TOTAL (Also enter on line 7, Recapitulation) $ 52,379.58 If more space is needed, use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 EXi (10-09) pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Blanche A. Stambaugh 21 11 1084 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Royer's flowers $372.04 Total from continuation schedules . B. 1 State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: 1 Miscellaneous Administrative Expenses (paper supplies, etc.) 2 Register of Wills filing fees Total from continuation schedules . TOTAL (Also enter on Line 9, Recapitulation) ~ $ swasA~ z.ooo If more space is needed, use additional sheets of paper of the same size. $4,727.26 $4,900.00 $210.50 $87.77 $30.00 $304.12 10,631.69 Estate of: Blanche A, Stambaugh 21 11 1084 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Rev. Joseph Gentlemen funeral service $150.00 3 Rev. Daniel Lehman funeral service $150.00 4 Organist funeral service $100.00 5 Richardson Funeral Home funeral goods ~ services $3,635.00 6 Funeral Luncheon $342.26 7 Rev. Desmond Cunha funeral service $100.00 8 North Bend Cemetery interment $250.00 Total (Carry forward to main schedule) $4,727.26 Estate of: Blanche A. Stambaugh Schedule H Part 7 (Page 2) 3 U.S. Postal Service postage 4 Cumberland Law Journal publication fee 5 Patriot-News publication fee 21 11 1084 $21.97 $75.00 $207.15 Total (Carry forward to main schedule) $304.12 REV-1512 EX+ (~2-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES at LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Blanche A. Stambaugh 21 11 1084 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. BW46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES _ ESTATE OF: FILE NUMBER: Blanche A. Stambaugh ~~ ~~ ~ncn RELATIONSHIP TO DECEDENT ~ ~ AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Michael A. Troutman 49 Longview Drive Mechanicsburg, PA 17050 First National Bank of Marysville Checking Acct. No. 100105505 Inventory Value: $186,413.60 PNC Bank IRA Acct. No. 55010207725 Inventory Value: $5,449.37 Accrued: $1.87 PNC Bank IRA Acct. No. 55010207726 Inventory Value: $8,633.29 Accrued: $2.97 $45,245.60 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ $0.00 If more space is needed, use additional sheets of paper of the same size. swasAi 2.000 Estate of: Blanche A. Stambaugh Schedule J Part 1 (Page 2) Item No. Description 1 Son 2 Shawn Troutman 4711 Hunt Circle Harrisburg, PA 17112-9543 $10,000 per Article Fifth (A) (1) of Will . $10,000.00 3 Sarah Troutman 1207 Union Street Lancaster, PA 17603 $1,500.00 per Article Fifth (a) (2) of Will. $1,500.00 4 Joseph Troutman 472 Wild Mint Lane Allentown, PA 18104-8405 $1,500 per Article Fifth (A) (3) of Will. $1,500.00 5 Steven Troutman 15 Londonderry Lane Owego, NY 13827 $1,500 per Article Fifth(A) (4) of Will. $1,500.00 Son Relation Grandson Granddaughter Grandson Grandson 21 11 1084 Amount $245,746.70 $10,000.00 $1,500.00 $1,500.00 $1,500.00 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. :e for this certificate, $6.00 Certification Number This is to certify that the information here given i~ correctly copied from an original Certificate of Deatl duly filed with me as Local Registrar. The origins certificate will be forwarded to the State Vita Records rOyf~fice fc~r permanent filing. ~~ % l~ ~1G~ ~ ~ ~~1~ Local Registrar Date Issued Ev 11/2006 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS 'RIM IN tNENf CERTIFICATE OF DEATH < INK (See Instructions and examples on reverse) 1. Name of Decedent (Flre6 middle, IasL suffix) 2. Sex 3. Sodal Sedudry Numher 4. Data of Death (Monts, day, year) B 1 a n c h e A . Stambaugh Female 184 .20 _ 2466 September 27 , 2011 5. Age (last &Rhtlay) Under 1 ear Under 1 tla 6. Date of &dh Mamh, da , 7. Birth lace C' eIW state ar form coon ga. Place b Death Check oN aria Yrs. Month e Days Hours Minutes January 14, 1927 RenWO, PA Hospital: ^ Inpegent ^ ER I ONpatient ^ DOA rrOylh~er: CJ Nursing Home ^ Residence ^ Other ~ Speedy. 8b. Counry of Death &. Gry, Bom, Twp. 01 Death Btl. FaciMy Name (If tai InstttWOn, give street and number) 9. Was Decedent of Hlepedic Origin? ®No ^ Ves I ~. Race: Amenwn Indian, Bieck, White; etc. Q>mberland Silver Spring '(tap. (g Yes, specgy Cuban, (SpecyM Bridges at Bent Creek Mexican, Puerto Rican, etc.) White 11. Decedents Usual Ocdu atbn Kind of vrork done dudmost of worki Ida. Do not state refi 12. Was Decedent ever in the 13. Decedents Educetbn (Specify ony highest grede completed) 14. Marital Status: Merited, Never Merited, 15. Surviving Spouse (II wife, give maiden name) Kindm WOrk Kinddeusimss/Indus Registered Nurse Robert Packard s U.S. Armed Forces? Widowed, Divorced (Speciy/ FJementary I Secondary (0-12) Cogege (1~4 or 5+) p. ^ Yea (~No 12 4 Married Dale C. Stambaugh i6,Decedem's Mailing Address (Street, city /town, state, zip erode) Decedent's pA Did Decedent ~ Silver -Spring Ttap. Actual Residence 17 Liv in St t 2100 Bent Creek Blvd. Suite 237 e a. a e a 17c. Yes, Decedent Lived in T,,~ ~~ Cl~berland Township? 17d. ^ No, Decedent Lived within 17b Mechanicsbur PA 17050 . Apmal umaa of ary/BOm 1 B. Fathers Name (First, middle, last, sudix) 19. Mothers Name (Fast middle, maiden surname) Joseph Claude Willis Hilda E. Ditty 20a..lnfonnam's Name (Type 1 Print) 20b. IMormenYS Meiling Address (Street, dry./town, state, zip wde) Dale C. St~Dbaugh 2100 Bent Creek Blvd. Suite 237 Mechanicsburg, PA 17050 21a. Method of Disposdion ®Cremetien ^ Donation 21 b. Date of DisDosPoon (Month, day, year) 21 c. Place of Disposkan (Nartre of cemetery, crematory a other place) 21d. Location (City /town, state, zip code) ^ Banal ^ Removal from state t Waa Cremation or OonaOOn AuMorUad ^ ~,. s ~ by Medtcel Examtrrer/Coroner? vee^ No 0 c t o b e r 4, 2011 Oberland Crematory LLC Carl isle, PA 17013 22a Synamre of Funeral Sere ~ nsee (or person acting as such) 226. license Number 22c. Name and Address of Facility t FD 012774-L Richardson Flmeral HOre Inc 29 S Enola Dr E ol PA 17025 4 .- . . n a, Complete dams at ony when deNlying physician is not available et Bme of death to 23a. To the he , de et the ti pia slated. (Signature and / ~ 236 Licp~lse Number / i , l ! ~Jj) 23c. Date Signed (Month, day, year) ceNry catae o1 death. ~~~ ~/ll// r ~~D ~ /V(~~A// / /CJ !/ Items 24-26 must be completed by person who pronounces deeM 24. Time of Dee ~ 2 . Date P uncad De d (Month, !dey, year) ~ ~ 28. Was Cese Refenetl to Medlral Examiner I Coroner for eason ONer than Crematio or Donafim? ^ . /~ ~' ~~/ OPisl a ....0000 Yes ~NO CAUSE OP DEATH (See InaVUCtlona. en amplea) t Approximate interval: Part II: Enter other sian"~firam condit~contnburtngta death 2B. Ditl Toha0.ro Use Contribute to Death? Item 27: Pad 1: Enter the chain of events -diseases, injuries, or complications -mat direclry paused the deab. DO NOT enter terminal events such as cerdiac arrest, ~ Onset to DeaN ' but not resullirre in the undertying cause given in Part I. ^ Yes ^ Prohabty reep ualory arrest, or ventricular fibRlle6on wRhout showirg the eeobgy. List onry one cause on each line. ~ i /~ ^ No ^ Unknown INMEDIATE CAUSE (Final disease or y ~(7 - ~y T'~ condkion resulting in death) ~ ,9 ~ ~ (7G~ i (J J l~nft ~"` ~ f' f " 29. II Female'. _.~ e / / s ~ (e -f . ^ Due to (or as a cronsequen ~: r Not pregnant within pest year Seeqquengally list condigons, it any, b i leadingg to the cause listed an line a ^ Pregnant at time of death . ppe to o as a tense uence I Enter the UNDERLYING CAUSE (r q oil: ^ Not pre nant, bN re rant within 42 da 9 D 9 Ys (disease or injury that iriidated the c t evenh resulfing in death) LAST. of death ^ t Due to (or as a consequence oQ. Not pregnant, but pregnant 43 days to 1 year d ~ bePore death ^ Unknown It pregnant within the past year 30a. Was an Autopsy 30b. Were Autopsy Findings 31. Manner of Death 32a. Date of Injury (Month, day, year) 32b. Describe Mow Injury Occurred 32c. Place of Injury: Fiume, Farm, Street, Factory. Performed? Available Prior to Completion ^ Natural ^ Homkrde Otfice Building, etc (Speciy/ of Cause of Death? ,~..,/ ~Q ^ Yes No ^ Yes ^ No ^ Aaident ^ Pending InvesggaNon 32d. Time of Injury 32a. Injury at Work? 32f. It Transportation Injury (SpecAy/ 32g. Locetlon of injury (Slreat, cRy /town, state) ~ ^ Sukide ^ Could Not ce Determined ^ Yes ^ No ^ Driver/Operator ^ Passenger ^ Pedestrian M. ^ Other ~ Specify _ 33a. Certifier (check only orre) 33b. SlgnaNre an~ale p(CeNfrer ~, ^ • Certgying physlelen (Physkian ceiMying cause of death when another physician has pronounced deeM and crompleled Item 23) r ~ ~ ~ ~ ~ ~ ~~- To the beat W my knowledge, death occurred due to the ceuae(a) and manrror ae staled _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~~L ~ ~ \ • Pronourxing end cerUtying physician (Physkien buts pronouncing death and cerfiying to cause of death) 33c. Lrcense Num r 33d. Data Signed (Month, oey, year) To the beet of my knowkdge, death occurred at the time, date, and place, and due to the eauae(a) aM manner as slated_ _ _ _ _ _ _ _ _ _ • _ _ _ _ _ _ ^ • MMlwl Examiner/Coroner k O , p ~F S ~ ~ ~ 1 C' _ Jk 1,.,~;~,r z Z ~ (l On the bola M examination and 1 or invesligtllon, in my oplnlon, deetNOycurrstl et the time, date, and place, end due to its rauee(a) and manner es atated_ ^ 34. Name and Address of Person Who Completed Cause of Deem (Item 27) ype /Print r\dti t) ~c "^eS A i 36. Registrars Signature DisVk1 Num r ~ ~ ~ ~ I~ I I I I 36. Date Fl (Man}, day, year) l d ~ t C1 13 Low }I„ ¢ /~ ~ ol /o/3/ ~ R,... o ., e ~~ I, o y 3 DlsposiNon Permit No. U~G.5~0 9a^ LAST WILL AND TESTAMENT OF BLANCHE A. STAMBAUGH REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2011- 01084 PA No . 21- 1 1- 1084 Estate Of : BLANCHE A STAMBAUGH /First, Middle, Lasi/ Late Of : SlL VER SPR/NG TOWNSH/P CUMBERLAND COUNTY Deceased Social Security No: 184-20-2466 WHEREAS, on the 7th day of November 2011 an instrument dated February 3rd 2009 was admitted to probate as the last will of BLANCHER STAMBAUGH (First, Middle, Lastl 1 a to of SlL VER SPR/NG TOWNSHIP, CUMBERLAND County, who died on the 27th day of September 2011 an WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRMBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: MICHAEL A TROUTMAN who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, alI of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 7th day of November 2011. ~~ ~'" Register of Wills /~/. Deputy ~~ i **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) TINS IS A COPY OF YOUR WILL, THE ORIGINAL CAN BE FOUND AT GATES, HAI,BRUNER & HATCH, P.C. LAST WILL AND TESTAMENT 1013 MUMMA ROAD, SiJITE 100 LEMOYNE PA 17043 OF (717) 731-9600 BLANCHE A. STAMBAUGH I, BLANCHE A. STAMBAUGH, now of 2100 Bent Creek Boulevard, Mechanicsburg, Cumberland County, Pennsylvania, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Family Background and Appointment of Executor. (A) Family and Background Information. I am married to DALE C. STAMBAUGH. We have no children together. My child from my previous marriage is MICHAEL A. TROUTMAN. Throughout this Will, DALE C. STAMBAUGH will be referred to as "my husband" or " my spouse," and MICHAEL A. TROUTMAN will be referred to as "my child" or "my son". The word "issue" will include my child as well as my other descendants. (B) Appointment of Executor. I appoint as my Executor and successor Executor (all hereinafter referred to as Executor) under this Will, the following named persons to serve without bond and without being required to account to any Court: Executor: My son, MICHAEL A. TROUTMAN. Successor Executor: My grandson, SHAWN J. TROLITMAN. SECOND: Funeral and Last Illness Expenses; Taxes. ~. ~;~ (A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taws. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. ~~ LAST WILL AND TESTAMENT OF BLANCHE A. STAMBAUGH PAGE 2 THIRD: Tangible Personal Properiv. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath all tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, to my son, NIICHAEL A. TROUTMAN, per stirpes. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Family Home. [THIS ARTICLE IS INTENTIONALLY LEFT BLANK.] FIFTH: Residuary Gifts. (A) I give, devise and bequeath ali the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies or devises (and including any property over which I may have a power of appointment), in the following amounts to the respective named and designated beneficiary: (1) TEN THOUSAND DOLLARS ($10,000.00) of the residue of my estate shall be distributed to my grandson, SHAWN J. TROUTMAN. (2) FIFTEEN HUNDRED DOLLARS ($1,500.00) of the residue of my estate shall be distributed to my granddaughter, SARAH TROUTMAN. (3) FIFTEEN HUNDRED DOLLARS ($1,500.00) of the residue of my estate shall be distributed to my grandson, JOSEPH TROUTMAN. g ~ -~-- LAST WILL AND TESTAMENT OF BLANCHE A. STAMBAUGH PAGE 3 (4) FIFTEEN HUNDRED DOLLARS ($1,500.00) of the residue of my estate shall be distributed to my grandson, STEVEN TROUTMAN. I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies, devises or residuary bequests (and including any property over which I may have a Power of Appointment), to my son, NIICHAEL A. TROUTMAN, per stirpes. (C) Distributions During Administration. Prior to final distribution of my estate, the Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts. As a consequence, the Executorship and any Trusts created under this Will may exist contemporaneously. A distribution may be made subject to any indebtedness or liability of my estate. SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SEVENTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real, personal or mixed, at any time held or acquired hereunder, at public or private sale, for cash or on terms, without J~ LAST WII.L AND TESTAMENT OF BLANCHE A. STAMBAUGH PAGE 4 advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries. (3) To retain for investment any property deposited with the Executor hereunder. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (~ To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (~ To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, including the power to borrow at a reasonable rate of interest. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and to carry on the business thereof, to join with other owners in adopting any form of management for any business or property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an ~~ ~ . LAST WILL AND TESTAMENT OF BLANCHE A. STAMBAUGH PAGE 5 investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then undertwenty-one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) 1'he Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem ~/ LAST WII..L AND TESTAMENT OF BLANCHE A. STAMBAUGH PAGE 6 equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then. the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (G) Unless the context clearly states otherwise, when the authority and power under this Will is vested in two (2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The action of one such Executor under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. EIGHTH: Rithts and Liabilities of Executor. No bond or other security shall be required of any Executor. This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. ~~ -~- ~r ~`)~ LAST WILL AND TESTAMENT 4F BLANCHE A. STAMBAUGH PAGE 7 Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. NINTH: Taz Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. TENTH: Definitions and General Provisions. (A) Survival. Any beneficiary, including my spouse, svho dies within sixty (60) days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income, which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. ~~ V 1 '%7 LAST WILL AND TESTAMENT OF BLANCHE A. STAMBAUGH PAGE 8 (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Captions. The captions set forth in this Will at the beginning ofthe various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Appointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. IN WITNESS WHEREOF, I, BLANCHE A. STAMBAUGH, the Testatrix, have to this my Last WiII and Testament, typewritten on nine (9) pages, including the Acknowledgment and Affidavit, set my hand and seal this 3 a-, day of February, 2009. /~ `_ ~--- ~ 1 X~-~ L~'A~Y Li - ~ rt.L~ -- 1Lr- BLANCHE A. STAMBAUGH Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of us further declares that he or she believes the Testatrix to be of sound mind and memory. The preceding instrument consists of this and eight (8) other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. J (print name) `~ . ~i~-a,~.lt~..~ residing at ~~ini~ ~~GG ' residing at ~U c3`tw.r Nl~ ~ P ~' t ~lC;1S , Cl1~ tr t- . F 2 a iJ K ~.A N 0 (print name) ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF Qv SS: The Testatrix and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~: G~ ~~ G ~ ~ j Testatrix r~ Witness Witness Sworn to or affirmed, subscribed to, and acknowledged, before me by the above-named Testatrix and witnesses, this ~ day of February, 2009. ~---~ COMMONWEALTH OF PE~•:!~lSYLVANlA NotaRa! Seal Teri L. Walker, Notary Public Lemoyne 6UrG: G ~mte!iand County My Commissio;. moires Jan. 20, 2011 Member, PennsYh~ania. Association of Notaries ssion Expires: ~t ~~ PA REV-1500 SCHEDULE E CASH, BANK DEPOSITS & MISCELLANEOUS PERSONAL PROPERTY Dec 19 11 09:42a Microsoft 717-766-2664 p,2 Pl~1C LEAtfING THE WAY December 12, 2011 Michael A Troutman 49 Longview Dr vlechanicsburg, PA 17,050 IZE: Name: Blanche A Stambaugh SSN: 184-20-2466 DOD: 09-27-2011 Dear lv1r. Troutman: In response to your request for Date of Death (DOD) balances fox the customer noted above, our records show the following: SC yl . ~:- Checking Account Account # 5004733562 Established: D1-26-2006 BLANCHE A STAMBAUGH DOD balance: $ 2,666.02 + 0.01 accrued interest Interest paid O 1-01-2011 thru 09-27-2011 $ 1.09 YTD S'~, ~ , ~- IRA Account Account # 55010207725 Established: 09-1 ~-2005 BLANCHE A STAMBAUGH DOD balance: $ 5,449.37 + 1.87 accrued interest Interest paid d1-01-2011 thru 09-27-2411 $ 43.33 YTD Account # 55410207726 Established: 06-15-2006 BLANCHE A STAMBAUGH DOD balance: $ 8,633.29 + 2.97 accrued interest Interest paid O1-O1-2011 thru 09-27-2011 $ 67.50 YTD For beneficiary information, please call 1-888-762-4727. Page 1 of 2 ; °r 0000253982 STAMBAUGH,BLANCH Share 0011: CHECKING [2182539821] Transaction Summ:12/07/2011 Post Date ID Eff Date Transacti... Trans Amt Balance... Intl... Fees New Balance Descri lion Prev Availa... 11/07/20... S 0... 11/07/20... Withdrawal 121.65 -121.65 0.00 0.00 0.00 121.65 11 /07/20... S 0... 11 /07/20... Dividend ... 0.00 0.00 0.00 0.00 121.65 121.65 Page 1 0000253982 STAMBAUGH,BLANCH Share 0000: REGULAR SAVINGS [88800000000253982] Tr12/07/2011 Post Date ID Eff Date Transacti... Trans Amt Balance... Int/... Fees New Balance Descri tion Prev Availa... 11/07/20... S 0... 11/07/20... Withdrawal 286.85 -286.85 0.00 0 00 0 00 %APY Earned 0.21% 11/01/11 to 11/30/11 . . 281 85 11/07/20... S 0... 11/07/20... Dividend ... 0.01 0.01 0.00 0 00 286 85 %APY Earned 0.25% 10/01/11 to 10/31/11 . . 281 84 10/31/2... S 0... 10/31/2... Dividend ... 0.06 0.06 0.00 0.00 286.84 0.250% 281 78 %APY Earned 0.25% 09/01/11 to 09/30/11 -.-----~ -~ . 09/30/2... S 0... 09/30/2... Dividend ... 0.06 0.06 0.00 0 00 . 6 78 0 250% ~ %APY Earned 0.25% 08!01/11 to 08/31/11 . . . : 281.72 08131/2... S 0... 08/31/2... Dividend ... 0.06 0.06 0.00 0.00 286.72 0.250% 281 66 %APY Earned 0.25% 07/01/11 to 07/31/11 . 07!31/2... S 0... 07/31/2... Dividend ... 0.06 0.06 0.00 0.00 286.66 0.250% 281 60 %APY Earned 0.26% 06/01/11 to 06/30/11 . 06/30/2... S 0... 06/3012... Dividend ... 0.06 0.06 0.00 0.00 286.60 0.250% 281 54 %APY Earned 0.25% 05/01/11 to 05/31/11 . 05/31 /2... S 0... 05/31 /2... Dividend ... 0.06 0.06 0.00 0.00 286.54 0.250% 281.48 Z~(rr . ! D 5/' z Page 1 ~~~ ~n b~~ s ~ ;,~s ~ ~ ~ ~~~~ < <n~~ ~ ~ iu ~. 0000253982 STAMBAUGH,BLANCH Share 0046: 30 MONTH CERT Transaction Summary 12/07/2011 Post Date ID Eff Date Transacti... Trans Amt Balance... Intl... Fees New Balance Descri tion Prev Availa... 11/07/20... 10/31/2... S 0... S 0... 11/07/20... 10/31/2... Check 00 658543 Disbursed 16,771.56 Check W... 16,363.06 -16,363.... 0.00 %APY Eamed 1.60% 10/01/11 to 10/31/11 Dividend ... 22.07 22.07 0.00 %APY Eamed 1.60% 09/01/11 to 09/30/11 0.00 0.00 0.00 16,363.06 1.590% 15,863.06 15,840.99 09/30/2... S 0... 09/30/2... Dividend ... 21.33 21.33 0.00 °lo%APY Eamed 1.60% 08/01/11 to 08/31/11 0.00 16,340.99 1.590% 15,819.66 08/3i/2... S 0... 08/31/2... Dividend ... 22.01 22.01 0.00 %APY Eamed 1.60% 07/01/11 to 07/31/11 0.00 16,319.66 1.590% 15,797.65 07/31/2... S 0... 07/31/2... Dividend ... 21.98 21.98 0.00 %APY Eamed 1.60% 06/01 /11 to 06/30/11 0.00 16,297.65 1.590% 15,775.67 06/30/2... 05131/2... S 0... S 0... 06/30/2... 05/31/2... Dividend ... 21.24 21.24 0.00 %APY Earned 1.60% 05/01/11 to 05!31/11 Dividend ... 21.92 21.92 0.00 0.00 0.00 16,275.67 1.590% 16,254.43 1.590% 15,754.43 15,732.51 C. ~ ~ ~ ~ l ~~ ~ ~P ~° C. ~ l'ce 3 ~ ~. l 9' ~ ~z-7 ~// ;~ ~, ~7 Page 1 .~ o .-. C7 .-a ~ ~ O O N ~ .-~ ~ N ~ O rp .--~ d W t-- O Y U W 2 U U C -~-~ N > fh to .--~ 01 i I~ ~ a +~ o b~ rn S N i N O to +~ 00 ~ d S ;. 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W W a N is m a U ~ O a C ~ W C o ~ O U ~ U ~ Q o 0 N U O ~ L a N PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS and MISCELLANEOUS NON-PROBATE PROPERTY File Edik Links Functions Options Help Riverview Bank ~" izioe~l 11 1U:47:45 Carrciir`~al.a`"`,,c'~ftwa~re' LLOMBARD DD8500 :'ha ngr 4<r~t ; urr I c~irirnr r-.• SFLHC OK Exit Cancel All transactions View2 Find services Perform find Top Bottom (I Deposit Inquiry -Account Information Account number 1!=UiiJ55U=: [! Blvrn~h~H.S!arr,al_igh __ _ Date Deposits p9J+19/11 ..L -~ rt~rs f 134.82 ~adf 2~.. ~ ~7 ~~ 7 10/03/11 ;~ch ,~..j-~~-~°E 231.46 1 O/03/11 10/03/11 10/05/11 10/07/11 10/17/11 10/17/11 r,,~e„a ~,~~~ 108.73 10/18/11 10/25/11 11 /08/11 11 /08/11 11/08/11 Withdrawals Check Tran Balance Number Code 970 * 189,427.56 45.00 146 * 189,382.56 22 * 189,614.02 195.07 27 * 189,418.95 10.66 27 * 189,408.29 32.40 27 * 189,375.89 520.00 133 144 * 188,855.89 108.73 960'* 970'* 188,964.62 210.50. 134 144 * 188,754.12 250.00 135 144 * 188,504.12 188,504.12 901 81.28 903 * 188,585.40 190 * _. _ _ ~~ 2 ~i ~ // y~~-7i~~ y/~~~~ l ~,~5r ~,~~ ~.~w~ ~ .~,~,~,~ ~~~~7 S~;il~ sr~~ air o y l 8 `i ~ l ~ ~ U File Edit Links Functions Options Help Riverview Bank 12~os~11 1U:48:24 LLOMBARD ~ar~dirtar ~t>ftware~ DD8500 cr..,~~~a v~~.,~ ca,~ v+:,,.~~~~r- SFLHC OK Exit Cancel All transactions View2 Find services Perform find Top Bottom I,I Deposit Inquiry -Account Information Account number ;OFti?9E~ T Elan-.:'r~~r~ t~~am,auah __ Date __ _ beposits Withdrawals Check Tran Balance ,~, Number Code 6j30J11 : . . . . . . . .. . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . 108.06 . .......... ..._.........960 ~ s 6J30J11 . . . . . . . . . . . . . . . . . . . . . . . . . . . 108.06 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . .. . . . 970 . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : 51,566.90 7J29J11 104.79 960 7f29J11 104.79 970. 51,671.69 8j30/11 108.51 960 $l3DIl l . __ _ . ___ __ _ _ 108..51 ._....,_ _~ _..._ _ a ~. _970. _51.780.20 __._ _.._.... 9J30J11 108.74 960 . __ 9J30/11 108.74. 970 51,888.94 10/31 jl l 105.44 960. 1 OJ31 J11 105.44 970. 51,994.38 11 /08/11. 963.19 905 11 J08J11 31.68 962 11 J08J11 963.19 982 11 f08j11 51,994.38 901 _ , ~. f °~~ ~ ~ 7 ~ ~. Z~ S ~ inn. i~~ ~- `~ .~ ~r ~ ~ ;~~y~S ~~~F ` ~ _ ~ S~~ ~~jsJ cN i~ 13 ~ f( (0~~ 1~ PA REV-1500 SCHEDULE H FUNERAL EXPENSES and ADMINISTRATIVE COSTS Blanche Stambaugh Estate Expenses Rev. Joseph Gentlemen $150.00 Cash Rev. Daniel Lehman $150.00 Cash ~ Organist Enola Emmanuel U.M. $100.00 Cash -~ Richardson Funeral Home $3635.00 Receipts Royer's (flowers) $360.40 Receipt Fire Mountain (food) $50.22 Receipt Gratuity $ 5.00 Cash -- United Methodist Women (food) $100.00 Check 101 -Cumberland County Register of Wills $210.50 t Transport to Gravesite (gas) ~ $ 34.89 `Rev. Desmond Cunha $100.00 -North Bend Cemetery $250.00 Sportman's Hotel Renovo,Pa. $157.04 -- Gratuity $ 30.00 Receipt Receipt Cash Receipt Receipt Cash Gates,H.,H.&G`,P.C. Wegman's (roses) Walmart (paper shredder) $1963.90 Checks 106&110 $ 11.64 Receipt ~~~`~ $ 52.88 Receipt e ae:uxE vwaer rn mrv~r~h ^• w r w r ti w .a r 0 r Lll LIi L!7 W W rv~ 1{ / v e .a. N [+7~0~ ~~~z N z ~V~x ~m ~ xa ~~ :~ r a ~~ .~ o ~ o a x d ~. a y m O ga' ~ w w w ~~ ~ ~ ~ ~~~ {~ ~~ RICHARDSON FUNERAL HOM 29 S ENOLA DR ENOLA, PA 11025 09?28f 2011 1427:27 Merd~ant ID. 000000001975668 Terminal ID: 029}6201 178262221991 CREDIT CARD MC SALE CARD ~ 70;XXXX)!JU(J(XX4987 INVOICE 0001 Batrh #; 000007 Approva{ Code: R02300 Entry Metl~od: Swiped Mode: Online SAIE AMOUNT jlou s GETTYS RD CAMP HILL, PA (li7)73U-4090 Clem.#: 350 NANL'Y 09/2912011 Transaction: 999i~8 ~2tG #2 3:02pm Ln# Pn Descr City Amount Ext Amt i 22 CASKET ~ i 250.00 250.00 2 23 FUNERAL 1 90.00 90.00 Tax: 20.40 Total: 3fi0.40 Mastercard Tender: 360.40 Account: XXXX-XXXX-XXXX-4987 Exp XX/XX, Transaction #:57930901 CUSTOMER COPY Trans Type: Auth Entry:wiped Validation Code: Merchant ID: ifi7G198u07 Trans ID: MCWQSX4YS0929 AuthCode: R05052 Thank-You For Your Patronage www.royers.com Cardholder Copy Order` Number: 51787 Delivery Date: 10/03/2011 Recipient: STAMBAUGH Address: 29 ENOLA DR City; State: ENOLA PA Order Num r:~51788 Delivery Gate: 11 Recipient: STAMBAUGH Address: 29 ENOLA DR City/State: ENOLA PA mxflnl'L965 6476 CF~iLISIF PIKE rffCFYWICS8t~i6. Pp 17850 717-591-1791 Sale Clerk ID: 2423 IU: 002 Merchant IU: 0000is60002y0 'sg'~~' Bank IU: 1340 10i03i11 15-57:00 Betchp: 276081 Retrieval Ref N: 26804890 VISta Entrv Method; Swiaed X~~~~~ ilpar Code; 9236SC Inu a; 'i41 total: q ~,~ Custooer Caav , y itiAN( YOU .99 1 LN MEGA BAR ~sDULT 5.69 1 LN BEUERAGE 1 99 1 SWEET TEA 1 LN MEGA BAR ADULT 5 69 1 LN BEUERAGE 1 99 1 SWEET TEA 1 LN MEGA BAR ADULT 5,69 1 LN BEVERAGE 1 99 1 sWEET TEA 1 LN MEGA BAR ADULT 5 69 1 LN BEVERAGE 1 99 1 SWEET TEA 1 LN MEGA BAR ADULT 5.69 1 LN BEVERAGE 1,99 1 SWEET TEA SUB 47.38 Sales Tax 2.84 TOTAL 5U ~ ~~ VISA 50,22 CHANGE DUE O,OG Items: 19 *************~******:r:******~************** * ENTER FOR A CHANCE TO WIN $1000 * LLAME Y PDDRIA GANAR $1000 ~: * CALL OUR SURVEY * 1-800-936-5153 * * Join our eClub at ryans.com * * AND * Follol~ us on Facebook * facebnok.com/RyansBuffet 15:57 r03 10/03/11 ~~ ~~ r4'6 ;:ARLISLE PIKE "E~HRN:.;SBURG, PA 17050 (71'! 791-9500 10/21fI1 OP# 17b292 WEG CRMY RANCH DR 1.59 F SYSTANE EYE DROPS 10.99 FLORAL ACCESSORY 1.99 T SINGLE S'E;1 3,99 0.99 T CM R03cS-12 STEM 9.99 T ______________ COUPONS --------____-- WC WEG 1000 ISLAND DR 1.59-F WC SAVE S1 W/S4 HBC P 1.00-T NC MFR COUPON SAVINGS Z.00- TAX 0.72 **** BALANCE 21.Is DIRECT DEBIT PURCHRSE CHECKING ACCOUNT DEBITED ACCT: ~**~~*~*****9505 RCPT: 24648 DIRECT DEBIT Z1 18 CHANGE 0 00 `-----`--- SAVINGS SUMMARY -------___ MFR COUPON SAVINGS S 2.00 WEG COUPON SAVINGS f 2.59 TOTAL -f 4.59 10/21/11 09:51am 45 29 10 176292 ~ve~y gay you get o~ best ~ CUSTOMER COPY North Bend Cemetery 207 Main Street North Bend, PA 177760 Bili To Michael Troutman 49 Longview Dr. Mechanicsburg, PA 17050 ~~i CEMETERY WORK Date Invoice # 10!20/2011 2408 WORK # Work Date LOT CARE LOT NUMBER DECEASED VETERAN NB-11-19-c14 10/20/2011 PC A0045 Gl STAMBAUGH, BLAN._. Item Description Amount ASl-IES 2011 Sates Tax / ~ `~~ L/~''~" /~~~/ 250.00 0.00 Total a2so.oo Payments/Credits ~-2so_oo Balance Due ~o.oo RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 10/14/2011 Cumberland County - Register Of Wills Receipt Time: 13:18:12 One Courthouse Square Receipt No.: 1067306 Carlisle, PA 17013 STAMBAUGH BLANCHE A Estate File No.: 2011-01084 ICHAEL TROUTMAN M Paid By Remarks: 1 ~ ________________________ Receipt Distribution ------ ------- -------- --- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 135.00 00 15 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN WILL SHORT CERTIFICATE . 32.00 50 23 CUMBERLAND COUNTY GENERAL BUREAU OF RECEIPTS & CNTR FUN M.D JCS FEE AUTOMATION FEE . 5.00 ---------------- CUMBERLAND COUNTY GENERAL FUN Check# 134 $210.50 . Total Received...... 5210.50 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717) 249-3166 Fax: (717) 249-2663 December 30, 2011 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Lowell R. Gates, Esquire Blanche A. Stambaugh Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: December 16, December 23, and December 30, 2011 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director The Patriot-News Co. 2020 Technology Pkwy Suite 300 `` Mechanicsburg, PA 17050 Inquiries - 717-255-8213 GATES, HALBRUNER & HATCH, PC 1013 MUMMA ROAD SUITE 100 LEMOYNE PA 17043 c., e ~1latriot News Now you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0002185701 ran on the dates shown below: December 23, 2011 December 30, 2011 January 06, 2012 LETTERS TESTAMENTARY for the Estate of Blanche A. Stambaugh, de• j~-~- ceased, late of Stlver Spring Township, Cumberlond County, PennsYlvanla, hay- . . ~~+•%' Ins been granted To The undersigned on z i November 7, 2011, all persons Indebted to the Estate are requested to make lm- ; mediate payment and Those having SWOrn t0 Subsc before m~ th 7 d.ay of January, 2012 A.D. claims against the Estate are requested ~ To present them for settlement without ~ A %~ ~ r ~ delay to: / Michael A. Troutman, Executor ~ ~~ ~ f { ' ~' ~ ~ j j j r ~ ,F ~`(~~~ / c/o Lowell R. Gates, Esquire ,,~ ~ ~ ~ , ~~~ ,~ ~! GATES, HALBRUNER, HATCH & ~ ~ ! ~ tf GUISE, P.c. ~-- - -Notary Public 1013 Mumma Road, Suite 100 Lemoyne, PA noa3 CC3MMONWEd{LT~1 fyF PENNSYLVANIA Notarial Seal Sherrie L. Owens, Notary Public Lower Paxton Twp., dauphin County My C.oVYttI115Si0n If_xpires Nov. 26, 2015 M~MBf=R, PENNSYi'vANIA ASSbC'(ATTtlN OF NtlTARIES PA REV-1500 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES and LIENS To For 24hour information, sign on to PNC Bank Online Banking on pnc.com. PNCBANK For tl~s period 69f17/2011 to 10M8/2077 BLANCHE A STAMBAUGH Primary account number: 50-0473-3562 Page3of4 Check Images e~wrexe w srw~wuex ~ 1642 nm eewra~~ltYG w/o.:m xecrw.csauw~e-++mo ~ oe.~ 4 / 3~t/ °., r b ~ / /~ ~PNCBANK xCl~.iNA. 11H ~ -- ~ ~~~' ~:03i3i2738~: 500~73 3562~ L5 .2 1542 $200.00 09/22/2011 eawNC.~ . sw.asnvatF p ~ sda zoo eeFrenmce~w.nNwo. aar I~mis~i .o MFICMMIG3BlRO. FAA ,]O~Y u..~ ~~. ~PNCBANK ~:03i3L2738. 50047 3 3 56 2+ LSL4 1544 $14.64 09/27/2011 g~wNCxe w srwrswuox p 1646 z+m BCftFUIRKwtw./rr~o. a~ [ /s~Sfl/ r~: ~~ „F~ruraes~wrn5 vA voeo n w,. o..r. ~~ ~P BANK fulClyrI,MA. M ~:p3i3L2738~: 50047 33 56 2' 15.5 NK, _ Vii' 1545 $48.00 09/30/2011 With PNC Online Banking, you can view, print and save up to the most recent 90 days of your canceled checks -front and back -FREE of charge. Please contact us for additional options. PNDMLT01-J0B68662-140-YN NN NN-002-000257 otal Banking Statement For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. ,r number: 50-0473-3562 -continued For the period 0811 7/20 1 1 to 10/18/2011 BLANCHE A STAMBAUGH Primary account number: 50-0473-3562 Page 2 of 4 terest Summary Annual Percentage Number of days Average collected Interest Paid Yield Earned (APYEI in interest period balance for APYE this period 0.01% 32 2,745.38 .02 As of 10/18, a total of $1.11 in interest was paid this year. aivity Detail posits and Oth®r Additions Amount Description /03 1.,152.60 Direct Deposit - Xxrr Ret US Treasury 303 Waxxxxx3287 1 /lg .02 Interest Payment There were 2 Deposits and Other Additions totaling $1.152.62. reeks and Substitut® Checks f Date Reference erence check Date Re ck Amount paid number number Amount paid number fiber l2 200.00 09/22 0836~l~t659 1545 48.00 ,09/30 os6s979as l4 * 14.64 09/27 085655128 yap in check sequence dine and FJectronic Banking Deductions Amount Description ,^ '05 1,152.60 Direct Payment -Reversal SC "U %~ US Treasury 303 Waxxxxx32$7 1 I There were 3 checks listed totaling $262.64. There was 1 Online or Electronic Banking Deduction totaling $1,152.60. oily Balance Detail Balance Date Balance Date Balance Date Balance i17 2,880.66 09/27 2,666.02 10/03 3,770.62 10/18 2,618.04 72 2,680.66 09/30 2,618.02 10/05 2,618.02 'HIEVEMENT: GETTING FASTER REWARDS Are you getting all you can from what you do everyday? You can earn yards even faster with a new PNC credit card when you have a qualifying deposit account and meet direct deposit and/or nimum balance requirements Find out which card is right for you, visit pnc.com/lindri~htcard. ~n't make a move without us. Whether you want to finance your new home or refinance your current mortgage, we have home iding solutions to help you go to closing with confidence. Call us today at 1-866-765-2195, visit us online at vw.pnc.com/homes, or drop by a local PNC branch for more information. fC is a registered service mark of The PNC Financial Services Group, Inc. ("PNC"). PNC Mortgage is a division of PNC Bank, tional Association, a subsidiary of PNC. All loans are provided by PNC Bank, National Association and are subject to credit proval and property appraisal. (c) 2011 The PNC Financial Services Group, Inc. All rights reserved. Terms and conditions of this er subject to than e without notice. ~tirement Accounts Blanche A Stambaugh ~stment Description Maturity date Interest Original or rate renewal value Current value Aber )10207725 13 Month(s) Fixed Rate 11/15/2011 1.05 % 6,328.25 5,454.36 )10207726 13 Month(s) Fixed Rate 11/15/2011 1.05 % 8,550.60 8,641.21 Total current value 14,095.57 LAW OFFICES OF GATES, HALBRUNER, HATCH ~t GUISE, P.C. 1013 MUMMA ROAD • SUITE 100 • LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 • FAX: (717) 731-9627 LOWELL R. GATES, LL. M. CORRESPONDENCE ADDRESS: LL. M. in Taxation Lemoyne Office Also Admitted to Massachusetts Bar MARK E. HALBRUNER WEB SITE: CRAIG A. HATCH, CELA www.GatesLawFirm.com Certified as an Elder Law Attorney by the National Elder Law Foundation CLIFTON R. GUISE Also Admitted to practice before the U.S. Patent & Trademark Office June 27, 2012 Cumberland County Courthouse Office of the Register of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Blanche A. Stambaugh File No. 2011-01084 Dear Register of Wills: BRANCH OFFICE: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717)248-6909 STACEY L. NACE Paralegal/Office Manager TRACI L. SEPKOVIC Paralegal TRACI L. HILFERDING Paralegal hJ ~ ~ ~'-' " c ~~,^ ~ ~ z r ~= - ~~. .~- ._, ~ , f I' t r, ~C", _ _. r~ o~T; -; -~: ~--, -~ a r ~~ ~ Enclosed for filing are the Pennsylvania inheritance tax return (in duplicate) and Inventory for the Estate of Blanche A. Stambaugh. A check in the amount of $1,184.78 is enclosed as payment of the inheritance tax owed, and a second check in the amount of $30.00 is enclosed as payment of the fi ling fees. Please time-stamp the additional copy of each document and return them to our office in the enclosed envelope. Please notify our office if you will require any additional information to process this filing. Thank you for your assistance in this matter. Sincerely, Traci L. Sepkovic Paralegal Enclosures cc: Michael A. Troutman, Executor F .- i k ~~ r ° ~ E i -, ~ r . Y, ~ ~ ,; LL ~ :i) a J t, ~ f7~1~ V fl 1 °E ~' ~, - ,~ -~ ~ ~ ~ y r, ~f <..,.. f "..N^ ~ ~L ~ ~~~ K.J C'r3 U ^~ ^ I~ W + ~~r- M ~ J ~ ~ . _ ~ ~ `SJ ~ Q ~ U ~ ~ ~ r 3 w~ o~ i o L ~ z r,, o ,~ ~ w ~ ~ ~ z ~' .ar' a. ~ • ~ a w .~v~~ , ~ ~ - ~ ~ } M 0 rO` ~ql~ ~ O r ~~ a - w -~ w = y o c a? _ .~ a~ U " O ' ~, _ ~ w o ~ - U 0 0 U o E~