HomeMy WebLinkAbout95-0202This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
auc i s-2007 ? '
Date Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
~ COMMONWEALTN OF PENNSYLVANIA • DEPARTMENT OF NEALTH • VITAL RECORDS '.f Z ~ `~ 3 q
N+~ +*~~~ ~' CERTIFICATE OF DEATH
sovE RLE M1LeER
TYpEIPNINT gE,I SODIAL SECURm NUMBER DaE OFDEJaNOaa+n. D•Y. Y•eC
~ NAME oP oECEDENr IFrL Midd•. L•!j
,. Samuel W. Stouffer a.Male a. 174 -05 -1072 ..February 16, 19
uNDEn,rEAR UNDER1 Dl6/ oaE OFawrN EwnwtACE (CiV rb PLACE OFDEraN~.XX edY aria-a.•iraucrioram a•i.,itl•) OrNER
~ACiEN,I Siaitl•A Mw.Iw D.w Nou. s Mw•A« ce.or*.Dw.w•n sm.«fa«on Camtrr)
Feb 22,190 Centerville,Pa ~""~ E"~Oi°"`""^ Dw^ Nom. ^ RWtlrc•^ tso~r)^
85 vn ~ a ~. NNSDECEDENrOF1ASPANICORroIN4 ~„,I„y.i,•SroL,wna.,
courmoFceRN cRr,sogD.rwPOPDEaN r-ACartrNA~nERm;wm,um.d~+ee.i,nan~.~a«) ,~cn.^nY....P.w~ria~.
Mrkr.Pwrlo Rkr.•'IC ,a. White
~, Cumberland ~ Carlisle Carlisle Hospital ,. ~ suRVnnNDSPausE
gNDDP SUSINESSM7WSTRY •ns DECEDE+rr EVERw pECEOEM'9 EDlICRIDN ~,~„~, ~,,,,~, mw.. d~+~•^A°^10)
DECEDENT'S USUKDCCURQION U.S.AAMED Pg1CESi DAVOW (SOXdY)
a~ qw mn°onso~urn~w h.^ rb ~( ~a+21 8 n~e°5`) ,s. Widowed ,s.
Repairman , Tire Service ,Z ,a. i eton
DECEDENT•s a ,x.~a.tl•e•tl.Awr
DECEDENrsMAAHIDADDRESS~•M,caY~.sur.zp,cotl•1 ~~ ,nslr. ~
tlk•a.A
1446 Walnut Bottom Rd. "E~"~ """"
Carlisle Pa 17013 I~°pirid" ,,., Cumberland 1pwniNp4 „a.~. •dW~ bd -`
,~. MDTNEa'8 NAME IP.r. Mitla•, Mr,en Swrerl
FN/ER'SNMIE IF.,L Latltl•.LM ,~ Lillie Paaton
,~ Samuel Stouffer INPDRMANPaMAEJNDADDNE88
D,FDiM1Al/f'S NAME (TyprPrn9 150 Gordon D
Gu W. Stouffer ~ pISpDSRgN•Nrwd
ME'T,OD aF oaE of DEtPOSrtaN
po,rbn^ o . G"""b"^ R.mwr tiom s~d.^ .Dw.`b•n
^ a,~ Feb 21, 1995 a,aCumberland Va
LICENSE NUMBER NAME ANDADOq
e,oNqur~°cP~NEflALe°~rw°ASSUCN „. 012748-L 219 N.
M.
wMd~ Mtus•O tlM tl.YI~. DD 1101•IMf tlt• npd•db,iq. rcA rwdia a nyb•Iay mM, dgtJta IM•111•IWn
p.-AIYf l• L ~IX•~an •~ed ~M
NIYEaATE DAYSE (F ~eI 7"' -11 ~- •:/~ ~oc,rr~A.~'
~,
'•~'""o"0e°'I')-'-' ' rooRASnc auENCEOe: -
~..p. /~--a-L. SC ~-
wa E DUEro(OR ASACONSECUENCE OFJ:
aanY. M•tlinpb bnrA•r
crr.EduYNDNrYINO
CAUtE (OWrv+4.Y ~ DuEroroR ASA CONSEDVENCE OF}.
trollop rtin )MStli LAf7
d DATE OF INJURY NME OF
WA9 /d1 AUR'WSV WERE AUTOPSY RNDN(i5 MANNER OF DE/SH / (NmMi. DaY. `bar)
~~~~~ COIS'LETION OFCAUSE NHwd F•~-'// NaMCiOe ^
OF DEATNt ^
~cm.d ^ P•nd~pMA~.rprb^
Yr ^ No sWCIa. ^ coda ndatl.cw~r~.tl ^ ~ ~~~unum..am4 w~•w.
a•a r.
' CB1TiIER ICMCM eMY onN d tlsa•~ wlrn •noWer MYSaee Ms paawc•tl tleYh xW canPbl•tl a•m 23) l7
•CaTIPYNNiPNYSIfJAM p~nyicien ewOY+gew .................. •
Toar O.Rd •ry bgWtlf•.OrIDe•eund Ar b •n e•rN•) rttl m•nwrawd ...................................
w •pppNOlM1CM1DAND CERTIFYENi P11Y81CIAN(Y~Y9w+e~OoN proriountinp tlrNantl wrlrylgbea+rdtleahl
tea. Maof•ry lmnelee0•.daN Oxwntl•ttlw tlm•,Mn,nd Ol•••.•MtlW bM•w•r+•)•M•rnrrM•Ib ..........................
U
0 OR ~n.wwdn IonRa MV«npMlon, In my uWntnn.d«mouurn.ewuu elm..er...ndWe.'rb dwam. e•u.N•1•~ ^
,1,•IMYp Wl•d .................................... ...............................
ul at•.
Z p.E/~Q(I~$~i~RAR'3 SNiNRURE AN 1 ~ ~l \I
.. CL X1~1h2 ~ - e.J`~~~ ~C' 1~ LJ
Mem Gar. `W.
E.ITY o man-
ver ST. Carl
uMeEA
l33oba(, i
gEFERREpIO MEDICAL E7
`M ^
Yr ^ No
v
Yrn
R PC r/~n~ik, »• o
aR-~-~~ S ~~ /7i~ 17~ i
~~, moo. \°I`1~
s
t
LAST WILL AND TESTAMENT OF
SAMUEL W. STOUFFER
I, SAMUEL W. STOUFFER, widower, of South Middleton Township
(R. D. 7, Box 370, Carlisle) Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby
revoking and making void any and all Wills by me at anytime heretofore
made.
1. I direct my hereinafter named Executor to pay all of my just
debts and funeral expenses as soon after my death as may be found con-
venient to do so. I direct that my funeral services be conducted by the
Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsyl-
vania, and that my body be interred on my burial lot located in Cumberland
Valley Memorial Gardens near Carlisle, Pennsylvania.
2. I give and bequeath the sum of $500. 00 to the trustees of First
United Methodist Church, 64 East North Street, Carlisle, Pennsylvania,
their successors and assigns, to be used for such purposes as said trustees
shall deem best.
3. All the rest, residue and remainder of my estate, real, personal
and mixed, and wheresoever the same may be situate, I give, devise and
bequeath as follows:
a. One-third to my sister, Helen Shade, wife of William Shade,
her heirs and assigns, provided she shall survive .me by a period of Ninety
(90) days and should she fail to so survive me then the same shall lapse and
be added to the balance of my estate hereinafter disposed of in subparagraph
b hereof.
Page 1 of 3 Pages
r
b. The remaining two-thirds shall be divided equally among
such of .my nieces and nephev~~s and the nieces and nephews of my laiewife,
Goldie E. Stouffer, their heirs and assigns, per capita, who shall survive
me by a period of Ninety (90) days, the share any niece or nephew failing
to survive me by said period of Ninety (90) days to pass to his or her issue
per stirpes, all of said nieces and nephews being the following persons:
(1) The 2 children of my sister, Mrs. Miriam hawk, they
being Linda Harris and Nancy By¢rs~.
(2) The one child of my sister, Mrs. William Shade, he
being Gregory Shade.
(3) The 2 children of my brother, Guy H. Stouffer, they being
Guy W. Stouffer and Arlene Stouffer.
(4) The one child of my brother, Earl P. Stouffer, he being
Jeff Stouffer.
(5) The 2 children of my brother, Paul Stouffer, they being
Paul Lee Stouffer and Rebecca
(6) The 4 children of .my deceased brother, Glenn R_. Stouffer,
they being Ronald Stouffer, Samuel Stouffer, Paul Stouffer, and Patricia Deutsch.
(7) The one child of .my wife's deceased brother, Earl Hofsass,
she being Marie Hoffman.
(8) The 3 children of my wife's deceased brother, Russell C.
Hofsass, they being Ronald Hofsass, Douglas Hofsass, and Raymond Hofsass.
(9) The 7 children of my wife's sister, Blanche Shade, they
being Donald Shade, Ernest Shade, Tucker Shade, Audrey Eshelman, Alice
Linda and Cynthia
~lQ) The 2 children of my wife's sister, Vivian Moats, they being
Gary Moats and Gloria Fink.
(11) The 2 children of my wife's deceased sister, Catherine
Swartly, they being Harper Swartly and Shirley Hershman.
Page 2 of 3 Pages
4. Should any person less than Eighteen (18) years of age be
entitled to distribution from my estate, in such event I nominate, constitute
and appoint Farmers Trust Company and its successors, 1 West High Street,
Carlisle, Pennsylvania, as guardian of the estate of each such person, and
authorize and direct it to receive and to invest the same, and to pay the
income arising therefrom, together with so much of the principal thereof
as in its opinion is necessary or desirable to be expended for the proper
maintenance, support and education of such person, to or for the benefit
of such person, and upon such person attaining Eighteen (18) years of age
to pay to him or her the then remaining principal together with any un-
distributed income.
5. I hereby nominate, constitute and appoint Farmers Trust Company
and its successors, 1 West High Street, Carlisle, Pennsylvania, as Executor
of this my Last Will and Testament and further direct that it shall not be
required to post any bond to secure the faithful performance of its duties
in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament written on 3 pages this 23rdday of April,
1981.
Samue W. Stouffer (SEAL)
Signed, sealed, published, and declared by SAMUEL W. STOUFFER,
the Testator above named, as and for his Last Will and Testament, 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.
n....
Paara '~ of ~ Paa'pQ
TO: Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: Samuel W. Stouffer
Date of Death:
Will Number:
To the Register:
February 16, 1995
21-95-202
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above captioned
estate on April 14, 1995.
Linda Hawk Hill
303 E. Garfield St.
Shippensburg, PA 17257
Guy W. Stouffer
150 Gordon Dr.
Carlisle, PA 17013
Paul Lee Stouffer
20215 Beaver Creek Rd.
Hagerstown, MD 21740
Samuel Stouffer
12496 Polomino Pl.
Lake Ridge, VA 22192
Marie H. Hoffman
218 South 7th St.
Steelton, PA 17113
Nancy Hawk Byers
12594 Stonewall Rd.
Shippensburg, PA 17257
Arlene Stouffer
1974 Fry Loop
Carlisle, PA 17013
Rebecca S. Mummert
5201 Gate House Ct.
Sykesville, MD 21784
Paul E. Stouffer
1315 Doubling Gap Rd.
Newville, PA 17241
Ronald Hofsass
943 Emily Dr.
Mechanicsburg, PA 17055
Gregory Shade
80 Carlisle Rd.
Newville, PA 17241
Teff Stouffer
P.O. Box 310
Sharpsburg, MD 21782
Ronald M. Stouffer
85 S. High St.
Newville, PA 17241
Patricia S. Deutsch
12420 Conde Dr., Highpoint
Brookville, FL 34613
Douglas Hofsass
1953 Miller Rd.
Hummelstown, PA 17036
Raymond Hofsass Donald Shade Ernest Shade
1277 Ash Lane 13743 Welty Rd. 125 Frick Ave.
Lebanon, PA 17042 Waynesboro, PA 17268 Waynesboro, PA 17268
r
t~
t
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
N0.21-95-0202
ESTATE OF SAMUEL W. STOUFFER, DECEASED
LATE OF THE BOROUGH OF CARLISLE
FIRST AND FINAL ACC.'OUNT OF
FARMERS TRUST COMPANY, ADMINISTRATOR
Date of Death: February 16,1995
Letters Granted: March 15, 1995
First Complete Advertisement of Grant of Utters: May 6,1995
Account Stated to December 8, 1995
SL7MMARY AND INDEX
Page
Princi al
2 Receipts $292,170.87
2 NetGain/(Loss} on Conversions 0.00
$292,1.70.87
3 Less Disbursements 66,999.94
$225,170.93
4 Less Distnbutions to Beneficiaries 500.00
Principal Balance Remaining $224,670.93
Income
4 Receipts $9,748.32
4 Less Disbursements 327.19
Income Balance Remaining 9,421.13
Combined Balance Remaining $234.092.06
PRINCIPAL RECEIPTS
Inventory Filed
5/24/95 MetLife Policy #6677805C
7/3/95 Sprint United Telephone Refund
7/10/95 Arnold Fuel Oil Refund Credit Balance
Total Principal Receipts
PRINCIPAL CONVERSIONS TO CASH
Gain
$290,920.40
1,082.65
5.64
162.18
$292,170.87
Loss
3/?.3/95 Farmers Trust Co CD #4188
Proceeds $31,907.09
Inventoried at 31,907.09
$0.00
4(1/95 Meridian CD #4001970591
Proceeds $45,854.52
. Inventoried at 45,854.52
$0.00
4(1/95 Meridian CD #3064087574
Proceeds $39,086.67 .
Inventoried at , 39,086.67
$0.00
4/1/95 Meridian CD #3064061587
Proceeds $18,782.69
Inventoried at 18,782.69
$0.00
SrLS/95 US Series E Bonds
Proceeds $11,137.55
Inventoried at 11,137.55
$0.00
6/16/95 1446 Walnut Bottom Road, Carlisle, PA
Proceeds $60,000.00
Inventoried at 60,000.00
$0.00
Net Gain/ (Loss) on Conversions
2
$0.00
PRINCIPAL DISBURSEMENTS
2128/95 Register of Wills, letters testamentary $296.00
3/3/95 United Telephone Service of PA 19.62
3/6/95 Robert Cairns, 1995 real estate taxes 128.87
322/95 PP&L, electric service 31.22
322/95 Joan Fry, Oath of Subscribing Witness Fee 25.00
3/23/95 Paid Farmers Trust check drawn on acct prior to DOD 52.67
324/95 Carlisle Imaging Associates 130.79
324/95 Arnold Fuel Oil 162.18
324/95 Hof6man-Roth Funeral Home 5,373.40
328/95 Arnold Fuel Oil 162.18
328/95 Diversified Appraisal Services, real estate appraisal 225.00
4/6/95 United Telephone Service of PA 19.62
4/18/95 Carlisle Imaging Associates 1.92
4/18/95 PP&I, electric service 23,28
4/20/95 Federated Investors Insurance prenuum 103.00
427/95 Arnold Fuel Oil 114.33
427/95 Carlisle Community Ambulance Service 20.87
5/1/95 Cumberland Law Journal, advise letters testamentary 40.00
5/3/95 Tom Oiler, lawn care 90.00
5/5/95 Belvedere Medical Center 23,98
5/5/95 RWC Emergency Physicians 20,78
5/5/95 United Telephone Service of PA 19.65
5/8/95 Register of Wills, PA Inheritance Tax estimate 33,000.00
5/9/95 Carlisle Cardiopulmonary Associates 31.86
5/15/95 PPBcI,,, electric service 24.19
5/19/95 Bidelspach Motors, clean & detail Chevrolet Celebrity 75.00
523/95 Short Certificate ~ 3.00
526/95 David Shiebley, hauling trash 65.00
6/6/95 Tom Oiler, lawn care 190.00
6/6/95 United Telephone Service of PA 19.52
6/8/95 Chimney Sweep Systems, inspect chimney 50.00
6/7/95 Carlisle Hospital 716.00
6/8/95 Shevlin's Maintenance Svc, cleaning 58.30
6/8/95 The Seminal, executor's notice & proof of publication 65.48
6/8/95 Gilberts Pest Control, inspection 55.00
6/13/95 Peck's Septic Service, pump septic tank 200.00
6/16/95 Cumberland Co 1°!o Real Estate Transfer Tax 600.00
620/95 PP&L, electric service 19.89
7/7/95 Tom Oiler, lawn care 40.00
7/18/95 Register of Wills, Balance on PA Inheritance Tax 4,424.78
7/18/95 Register of Wills, filing fee for PA Inher Tax Return 15.00
8/9/95 Rodney K. Hough, MD 57.33
Reserved:
Frey & Tiley, Attorney Fee 6,568.41
Farmers Trust Company, Executor Fee 13,136.82
Closing and filing costs 500 00
Total Principal Disbursements
3
$66,999.94
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
10/12/95 First United Methodist Church
Total Principal Distributions
INCOME RECEIPT S
3/9/95 Interest, Meridian CD #306406L587
3023/95 Interest, Meridian CD #3064087574
3/13/95 ~ Interest, Farmers Trust Company CD #4188
3x13/95 Interest, Farmers Trust Company Savings
4/7/95 Interest, Meridian CD #4001970591
4x1/95 Interest, Meridian CD #3064061587
4x7/95 Interest, Meridian CD #3064087574
4/10/95 Interest, Meridian CD #3064061587
4/12/95 Interest, Meridian CD #3064087574
5x15/95 Interest, US Series E Bonds
11x1/95 Interest, Fed Fund 3x1195 to 11/8/95
11x1195 Interest, Temp Fund 3x1/95 to 11/8/'95
Total Income Receipts
INCOME DISBURSEMENTS
7x7/95 Farmers Trust Company, trust department fee
10/6/95 Farmers Trust Company, trust departmentfee
Total Income Disbursements
$500.00
$500.00
$56.55
88.70
85.55
81.77
135.12
55.31
115.14
62.62
98.22
136.02
8,701.61
131.71
$9.748.32
$116.59
210.60
$327.19
Farmers Trust Company, Executor
Samuel W. Stouffer
Da 'd C. Gority, Vice widen
and Trust Officer
4
COMMONWEALTH OF PENNSYLVANIA:
COUN'T'Y OF CUMBERLAND:
David C. Gority, Vice President and Trust Officer of Farmers Trust Company, .being duly sworn
according to law, deposes and says that the Account as stated is true and correct and that the Grant of
betters and the first complete advertisement thereof occurred more that four months before the filing
of the Account
~GG~C
Ida d C. Gority, Vi reside t
and Trust Officer
Sworn and subscribed to before me Nobulal ~~
this day of December, 1995. so h~~ wwpp ~~ tyty
My Commission Expires Oci. 25,1~99J
iWember, Pennsylvania Association of Notariez ~ .
ota Pub c ~a ' _ `
ry
F
5
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF SAMUEL W. STOUFFER
LATE OF THE BOROUGH OF CARLISLE
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per Fast and Final Account filed December 8, 1995
Distribution
Children of Miriam Stouffer Hawk (Sister)
Linda Hawk dill
Principal Cash $8,321.15
Income Cash 348.93
Nancy Hawk Byers
Principal Cash $8,321.15
Income Cash 348.93
$234,092.06
$8,670.08
8,670.08
Children of Mrs. William Shade (Sister)
Gregory Shade
Principal Cash $8,321.15
Income Cush 348.93
Children of Guy H. Stouffer
Guy W. Stouffer
Principal Cash $8,321.15
Income (;ash 348.93
Arlene S. Faesel
Principal Cash $8,321.15
Income Cash 348.93
8,670.08
8,670.08
8,670.08
Children of Earl P. Stouffer (Brother)
Jeff Stouffer
Principal Cash
Income Cash
$8,321.15
348.93
8,670.08
Distribution
Children of Paul Stouffer
Paul Lee Stouffer
Principal Cash
Income Cash
Rebecca Stouffer Mummert
Principal Cash
Income Cash
Children of Glenn R. Stouffer (Brother)
Glenn R. Stouffer
Principal Cash
Income Cash
Samuel Stouffer
Principal Cash
Income Cash
Paul E. Stouffer
Principal Cash
Income Cash
Patricia Stouffer Deutsch
Principal Cash
Income Cash
Children of Earl Hofsass (Brother-in-Law)
Marie Hofsass Hoffman
Principal Cash
Income Cash
Children of Russell C. Hofsass (Brother-in-Law)
Ronald Hofsass
Principal Cash
Income Cash
$8,321.15
348.93
8,670.08
$8,321.15
348.93
8,670.08
$8,321.15
348.93
$8,321.15
348.93
8,670.08
8,670.08
$8,321.15
348.93
8,670.08
$8,321.15
348.93
8,670.08
$8,321.15
348.93
$8,321.15
348.93
8,670.08
8,670.08
2
Distribution
Douglas Hofsass
Principal Cash
Income Cash
Raymond Hofsass
Principal Cash
Income Cash
Children of Blanche Shade (Sister-in-Law)
Donald Shade
Principal Cash
Income Cash
Ernest Shade
Principal Cash
Income Cash
'I~cker Shade
Principal Cash
Income Cash
Audrey Shade Eshehnan
Principal Cash
Income Cash
Alice Shade Provard
Principal Cash
Income Cash
Linda Shade Hovis
Principal Cash
Income Cash
Cynthia Shade Miller
Principal Cash
Income•Cash
$8,321.15
348.93
$8,321.15
348.93
$8,321.15
348.93
8,670.08
8,670.08
8,670.08
$8,321.15
348.93
8,670.08
$8,321.15
348.93:
8,670.08
$8,321.15
348.93
8,670:08
$8,321.15
348.93
8,670.08
$8,321.15
348.93
8,670.08
$8,321.15
348.93
8,670.08
3
Distribution
Children of Vivian Moats (Sister-in-Law)
Gary Moats
Principal Cash $8,321.15
Income Cash 348.93
8,670.08
Gloria Moats Fink
Principal Cash $8,321.15
Income Cash 348.93
8,670.08
Children of Catherine Swartley (Sister-in-Law)
Harper Swartley
Principal Cash $8,321.15
Income Cash 348.93
8,670.08
Shirley Swartley Hershman
Principal Cash $8,321.15
Income Cash 348.93
8,670.08
$234,092.06
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
This distribution is proposed in accordance with Sections 2103 and 2104 of the Probate, Estates
and Fiduciaries Code, Title 72 of Consolidated Pennsylvania Statutes.
~c
David C. Gority, Vice P widen
and Trust Officer
4
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND:
David C. Gority, Vice President and Trust Officer, being duly sworn according to law, deposes
and says that he is Trust Officer of Farmers Trust Company, the Accountant in the Estate above named;'
and that the facts set forth in the Statement and Reasons for the Proposed Distribution are true and
correct.
~(,~~ Cam= '~ ~.
David C. Gority, Vice elide
and Trust Officer
Sworn and subscnbed to before me
this ~_ day of December, 1995. ~~'~ ~u
y lion E~xpinss Oct. 25, 1999 ,
Member, Pennsylvania Association o Notaries ~ -
otary Pub 'c
5
~
~~ j~-a/--~' ~U.~~~~~1
' FOR DATES OF DEATH AFTER 12/31/97 C
COMMON LT INHERITANCE TAX RETURN HERE IFA SPOUSAL
HOFPENNSYLVANIA
DEPAgTMENTOFREVENUE RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED
DEPT. 2806p,
HAR-li7SBURG, PA 1 7128-0607-~ - ~- - --" -
(TO BE FILED IN DUPLICATE FILE NUMBER
21-s5~-2o2
WITH THE REGISTER OF WILLS _
~ "co
i c
~
D DENT'S NAME (LAST, FIRST, AND MIDDL
E INITIAL) uNn
oDE YEAR _ NUMBER
Z
W
Stouffer, Samuel W. DECEDENTS COMPLETE ADDRESS '
Ip
SO L SECURITY NUMBER
E OF DEATH DATE OF BIRTH 1446 Walnut Bottom Road
Carlisle
PA 17013
v
W 174-05-1072
SURVIVING SPOUSE'S NAME (IF APPUCAB 2-16-95 2-22-09 ,
co~„ty Cumberland
~ SOCIAL SECURITY NUMBER -AMOUNT RECEIVED (SEE INSTRUCTIONS)
W
a
y
=00
Vam
d
Q
I ~
~ z
W W
~ 0
¢ z
O 0
U a
z
O
H
a
Q
U
W
0:
Z
O
H
a
O
U
x
H
~J 1. Original Return
/~ 4. Limited Estate
6. Decedent died Testate
(Attach co of~l~_
L CORRESPOryp(*p
n E David W. Maclvor C
LEPHONE NUMBER
717-243-3212
0 2. Supplemental Return
4a. Future Interest Compromise
(for dates of death after 12-12-82)
0 7. Decedent Maintained a Living Trust
(Attach copy of trust)
n nn
3. Remainder Return
(for dates prior to 12-12-82)
[~ 5. Federal Estate Tax
Return Required
0 8. Total number of Safe Deposit
Boxes
CTEDi TO ' _ - -
COMPLETE MAILING ADDRESS
Farmers Trust Company
Trust Department
P.O. Box 220
1. Real Estate (Schedule A) ~ 60
000
00
2. Stocks and Bonds (Schedule B) ,
.
11
137
55
3. Closely Held StocWPartnership Interest (Schedule C) ,
.
(3) None
4. Mortgages and Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits $ Miscellaneous Personal Prop
S erty {,5 219,782.85
(
chedule E) ~
6. Jointly Owned Property (Schedule F) (6) None
7. Transfers (Schedule G) (Schedule L) (7) None
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous ($J' 27,619.41
Expenses (Schedule H) /`/
10. Debts Mortgage Liabilities, Liens (Schedule I) (1 1,723.53
11. Total Deductions (total lines 9 $ 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests {Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
~__..__,
{e) 290, 920.40
(1 1) 29,342.94
(1 ~ 261, 577.46
500.00
(14) 261, 077.46
-~ - ---^~ .,~„~ ~~ ~~~~ uaiesaaerC-3D-94)
S
ee Instructions for Applicable Percent on Reverse (15)
Side. (Include values from Schedule K or Schedule M.) 0.00
16. Amount of line 14 taxable a 6% rate (16)
(Include values from Schedul
K 0.00
e
or Schedule M)
17. Amount of line 14 taxable at 15 % rate (17)
(Include values from Sched
l
K 261 077.46
u
e
or Schedule M)
18. Principal tax due (Add tax from line 15, 1 B and from line 17)
19. Credits Spousal Poverty Credit Prior Payments Discount
Interest
0.00 + 33,000.00 + 1736.84 - 0.00
20. If line 19 is greater than line t 8, enter the difference online 20. This is the OVERPAYMENT
21. If line 1 t3 is greater than line 19, enter the difference online 21. This is the ,TAX DUE.
A. Enter the interest on the balance due on line 21 A.
B. Enter the total of line 21 and 21 A on line 21 B. This is the BA LANCE DUE.
Make Check Pa able to• Re ister of W'll
X 0.03 =
0.00
x .os = 0 00
x .1 s 39 161.62
(18) 39 161.62
(1 s) 34,736 84
(20)
(21) 4 424.78
(21 A) 0 00
(21 B) 4,424 78
• ~ s, A ent
B~$URE'f0 %lN$1NER ALL QU~STIt?NS ON REV~RSf„$4p~,r~Np TO REC EC
Under penakies of perjuryy, l ddeclare that I have examined this return, including accompanying schedules and statements, and t the best of my knowledge and belief,
R is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than personal representative is
based on all information of which re arer has an knowled e.
SIGNATURE OF PERSON RESPQ1ySIBLE FOR FILING RETURN ADDRESS
Date
David W. Maclvor, CFP ~~~~O~IG/~fbt j
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS
%~/~~
Date
~'oP`I ~C~'om i~vPX~u~
Act #48 of 1994 provides forthe reduction of the tax ratesamposed on the net~alue of trans#ers to or-for- -----
the use of the spouse. The rates prescribed by the statute will be:
- __ -
3% (.03) will be applicable for the estates of decedent's dying-on or after 7/1/94- and before 1/1/96
2% (.02) will be applicable for the estates of decedent's dying on or after 1/1/96 and before 1 1
/ /97
1 % (.01) will be applicable for the estates of decedent's dying on or after 1 /1 /97 and before 1/1/98
Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (X) IN THE IN THE APPROPRITATE 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 or ..............
d. receive the promise for life of either a ~~~~~~~~~""""""""""""""""'
p yments, benefits or care? ..........
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration ? .................
..........................................................
3. Did decedent own an 'intrust for' bank account at his or her death? ..............
...............................
YES ~ NO
X
X
X
X
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE C AND FILE IT AS PART OF THIS RETURN.
COMMOMVEALTH OF PENNSYLVANIA SCHEDULE A
INHEARANCETAx RETURN REAL ESTATE
R FSIDENT DECEDENT
ESTATE OF
SamU21 W. StOUffer FILE NUMBER
(Property joirriy-owned wittr Right of Survivorship must be disclosed on Schedule F) Alf real estate should'be5reported at-fair market-value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to bu or sell ,both having reasonable knowied a of the relevant facts.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE,
OFbEATH
1 • 1446 Walnut Bottom Road, Carlisle, Pennsylvania
50, 000.00
on line t, recapitulation) 60 000
COMMONVIEALTH OF PENNSYLVANIA
.. INHERRANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
~I propert 'ointl -owned with ri ht of survi
ITEM
NUMBER
1 ~ US Series E Bonds @ DOD
FILE NUMBER
21-95-202
lip must be disclosed on Schedule F)
DESCRIPTION
o~a~ talso enter on line 2 recapitulation}
(If more space is needed, insert additional sheets of same size)
E AT DATE
'DEATH
-~_ _
11,137.55
11,1~f.55
COMMONWEALTH OF NNNSVIVANIA
' INHERRANCE TAK R7URN
RESIDENT DEC~oENr
CaIHIt ~r
Samuef W. Stouffer -
All ro ert 'aintl -owned with the Right of S
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ITEM V~~"DESCRIPTION losed on Schedule F.
NUMBER
1. Cash
2. Savings, Farmers Trust Comparl~ 3 3 ``
3. Farmers Trust Company D@a # 4-40388
4. Certificate of Deposit, Farmers Trust Company CD# 4188
5. Certificate of Deposit, Meridian CD# 4001970591 ~
6. Certificate of Deposit, Meridian CD# 3064087574 ~
7. .Certificate of Deposit, Meridian CD# 3064061587 ~
8. Net Proceeds Sale of Personal Property
9. Pro-Rated Real Estate Taxes
Total (also enter on line 4 recapftulati~
(If more space is needed, insert additional sheets of same size)
FILE NUMBER
21 -95-202
VALUE AT
DATE OF DEATH
2, 365.74
31, 531.53 `~
43, 224.46 `f
31,907-.09
45;854.52 `~
39,086.67 'f
18, 782.69 ~/
6, 928.00
102.15
2
COMMONWEALTH ~FPpNSVLVANIA SCHEDULE H
~NHEMANCETPXRNRN FUNERAL EXPENSES,
`~81OEH7O~~`"7 ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF Please T e or Print
Samuel W. Stouffer Fly NUMBER
ITEM ~ 21-95-202 _
NUMBER DESCRIPTION
AMOUNT
A• Funeral Expenses
1 • Hoffman Roth Funeral Home _
5, 373.40
B•
1 Administrative Costs : Farmers Trust Company
P
• ersonal Representative Commissions 13,136.82
Social Security Number of Personal Representative:
Year Commissions paid
2• Attorney Fees Frey & Tiley . L
6
3•
Family Exemption ,568.41 7
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City State
0.00
4• Probate Fees Register of Wills, Letters Testamentary
296.00
C• Miscellaneous Expenses:
1 • Joan Fry, Oath of Subscribing Witness Fee
2•
3• Diversified Appraisal Services, 1446 Walnut Bottom Road
Short Certificate 25.00
225.00
4• Cumberland Law Journal, Advertising Letters Testamentary 3.00
5• Tom Oiler, Lawn Care for 1446 Walnut Bottom Road 40.00
6• Bidelspach Motors, Clean and Detail Chevrolet Celebrity 280.00
7•
8 Chimney Sweeps Inspections, 1446 Walnut Bottom Road
' 75.00
•
9• Shevlin
s Maintenance Service, Cleaning 1446 Walnut Bottom Road
Gilberts Pest C
t
l 50.00
58
3
on
ro
, Inspection 1446 Walnut Bottom Road .
0
10. Pecks Septic Service, 1446 Walnut Bottom Road 55.00
11.
12• Cumberland County, 1 °k Transfer Tax on Sale of Real Estate, 1446 Walnut Bottom Road
The Sentinal, Executor's Notice 200.00
600.00
13. David Sheibly, Hauling Trash 65.48
14. Federated Investors Insurance, Trust Insurance 65.00
15. Miscellaneous Filing & Closing Costs 103.00
400.00
~~a~ also enter on line s, reca itulation 27,6 .41
(If more space is needed, insert additional sheets of same size)
• C•OMMOMNEALTH OF PEI~gVLVANUI
INHERfTANCE TA7( F41gN
HESIOEHT OEC'EDBr
SCHEDULEI
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
Samuel W. Stouffer Fiji= NuMSeR
_
- --
21
95
2Q2
ITEM
NUMBER DESCRIPTION
AMOUNT
1.
2. United Service Company, Telephone Service
Arnold Fuel Oil, Fuel
78.41
3. ~ Carlisle Community Ambulance 438.69
4. Robert C. Cairns, 1995 Real Estate Tax, 1445 Walnut Bottom Road 20'87
5. PP&L, Electric Service 128.87
6. Carlisle Imaging Associates
Balance Due 78.69
7. ,
_
Belvedere Medical Corp, Balance Due 132.71
8. IRWC Emergency Physicians
Balance Due 23.98
9. ,
Carlisle Cardiopulmonary Associates
Balanc
D 20.78
10. ,
e
ue
Carlisle Hospital, Balance Due 31.86
11. BFI, Waste Disposal Services 716.00
52.67
i o[a~ taiso enter on line 10 recapitulation) 1
(If more space is needed, insert additional sheets of same size)
• 'COMMONWEALTHOF Po.INSVLVANIA
INHERffANCE TAX ~yRN
RESioEKr cEC~tENr
ESTATE OF
Samuel W. Stouffer
ITEM NAME AND ADDRESS OF BENEFICIARY
NUMBER
A. Taxable Bequests:
See Attached List
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
1 • First United Methodist Church
64 East North Street
Carlisle, PA 17013
SCHEDULE)
BENEFICIARIES
FILE NUMBER
21-95-202
RELATIONSHIP
aoyERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation)
(If more space ~s needed, insert additional sheets os same size)
AMOUNT OR
SHARE OF ESTATE
AMOUNT OR
SHARE OF ESTATE
500.00 7
00
Samuel W. Stouffer Estate
Children of Miriam Stouffer Hav6k (Sister)
Linda Hawk Hill Niece
303 East Garfield Street
Shippensburg, PA 17257
Nancy Hawk Byers Niece
12594 Stonewall Road
Shippensburg, PA 17257
Children of Mrs. William Shade (Sister)
Gregory Shade Nephew
80 Carlisle Road
Newville, PA 17241
Children of Guy H. Stouffer
Guy W. Stouffer Nephew
150 Gordon Drive
Carlisle, PA 17013
Arlene S. Faesel Niece
2105 Cedar Lane
Enola, PA 17025
Children of Earl P. Stouffer (Brother)
Jeff Stouffer Nephew
P.O. Box 310
Sharpsburg, MD 21782
Children of Paul Stouffer
Paul Lee Stouffer Nephew
20215 Beaver Creek Road
Hagerstown, MD 21740
Rebecca Stouffer Mummert Niece
5201 Gate House Court
Sykesville, MD 21784
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
Children of Glenn R. Stouffer (Brother)
Glenn R. Stouffer
8 Midland Road ,
Nevwille, PA 17241
Samuel Stouffer
12496 Polomino Place
Lake Ridge, VA 22192
Paul E. Stouffer
1315 Doubling Gap Road
Newville, PA 17241
Patricia Stouffer Deutsch
12420 Conde Drive
Highpoint
Brookville, Florida 34613
Children of Earl Hofsass (Brother-in-Law)
Marie Hofsass Hoffman
218 South 7th Street
Steelton, PA 17113
Children of Russell C. Hofsass (Brother-in-Law)
Ronald Hofsass
943 Emily Drive
Mechanicsburg, PA 17055
Douglas Hofsass
1953 Miller Road
Hummelstown, PA 17036
Raymond Hofsass
1277 Ash Lane
Lebanon, PA 17042-9618
Children of Blanche Shade (Sister-in-Law)
Donald Shade
13743 Welty Road
Waynesboro, PA 17268
Nephew
Nephew
Nephew
Niece
Niece
Nephew
Nephew
Nephew
Nephew
i
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
3.7037%
Ernest Shade
125 Frick Avenue
Waynesboro, PA 17268
Tucker Shade
203 Harbaugh Avenue
Waynesboro, PA 17268
Audrey Shade Eshelman
126 Northeast Avenue
Waynesboro, PA 17268
Alice Shade Provard
R.D. # 10, Box 218N
York, PA 17404
Linda Shade Hovis
312 Geiser Avenue
Waynesboro, PA 17268
Cynthia Shade Miller
204 North "W' Street
Lompoc, CA 93436
Children of Vivian Moats (Sister-in-Law)
Gary Moats
545 N. Railroad Street
Palmyra, PA 17078
Gloria Moats Fink
102 Sun Valley Road
Elizabethtown, PA 17022
Children of Catherine Swartley (Sister-in-Law)
Harper Swartley
121 South Locast Street
Shiremanstown, PA 17011
Shirley Swartley Hershman
825 West Main Street
Princeton, KY 42445
Nephely = ,: - 3:7037%
Nephew 3.7037%
Niece _ 3.7037%
Niece 3.7037%
Niece 3.7037%
Niece 3.7037%
Nephew 3.7037%
Niece 3.7037%
Nephew 3.7037%
Niece 3.7037%
LAST WILL AND TESTAMENT OF
SAMUEL W. STOUFFER
i
I, SAMUEL W. STOUFFER, widower, of South Middleton Township
(R. D. 7, Box 370, Carlisle) Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby
revoking and making void; any and all Wills by me at anytime heretofore
made.
1• I direct my hereinafter named Executor to pay all of .my just
debts and funeral expenses as soon after my death as may be Found con-
venient to do so. I direct that my funeral services be conducted by the
Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsyl-
vania, and that my body be interred on my burial lot located in Cumberland
Valley Memorial Gardens near Carlisle, Pennsylv~ia. ,%y
2. I give and bequeath the sum of $500. 00 to the trustees of First
United Methodist Church, 64 East North Street, Carlisle, Pennsylvania,
their successors and assigns, to be used for such purposes as said trustees
shall deem best.
3. All the rest, residue and remainder of my estate, real, personal
and mixed, and wheresoever the same may be situate, I give, devise and
bequeath as follows:
a. One-third to my sister, Helen Shade, wife of William Shade,
her heirs and assigns, provided she shall survive me by a period of Ninety
(90) days and should she fail to so survive me then the same shall lapse and
be added to the balance of my estate hereinafter disposed of in subparagraph
,~~H
b ixeof. ~ ~III~ ~~ hli.i;j (ir,
~I .~ ~ ~~
Page- 1 of 3 Pages
r_;
b. The remaining two-thirds shall be divided equally among
Bch of my nieces and nephews and the nieces and nephews of my labewife,
Coldie E. Stouffer, their heirs and assigns, per capita, who shall survive
me by a period of Ninety (90) days, the share any ~iiece or nephew failing
to survive me by said period of Ninety (90) days to pass to his or her issue
per stirpes, all of said nieces and nephews being the following persons:
(1) The 2 children of my sister, Mrs. Miriam Hawk, they
being Linda Harris and Nancy B3=ers•.
(2) The one child of my sister, Mrs. William Shade, he
being Gregory Shade.
(3) The 2 children of my brother, Guy H. Stouffer, they being
Cuy W. Stouffer and Arlene Stouffer.
(4) The one child of my brother, Earl P. Stouffer, he being
Jeff Stouffer.
(5) The 2 children of my brother, Paul Stouffer, they being
Paul Lee Stouffer and Rebecca
(6) The 4 children of my deceased brother, Glenn R. Stouffer,
they being Ronald Stouffer, Samuel Stouffer, Paul Stouffer, and Pat ri cis Deutsch.
(7) The one child of my wife's deceased brother, Earl Hofsass,
she .being Marie Hoffman.
(8) The 3 children of my wife's deceased brother, Russell C.
Hofsass, they being Ronald Hofsass, Douglas Hofsass, and Raymond Hofsass.
(9) The ?children of my wife's sister, Blanche Shade, they
being Donald Shade, Ernest Shade, Tucker Shade, Audrey Eshelman, Alice
Linda and Cynthia
4T0) The 2 children of my wife's sister, Vivian Moat a, they being
Gary Moats and Gloria Fink.
(11) The 2 children of .my wife's deceased sister, Catherine
Swartly, they being Harper Swartly and Shirley Hershman.
4. Should any person less than Eighteen (18) years of age be
entitled to distribution from my estate, in such event I nominate, constitute
and appoint Farmers Trust Company and its successors, 1 West High Street,
''
..Carlisle, I'ennsylvania,~' as guardian of the estate of each such person, and
~,
authorize and direct it to receive and to invest the same, and to pay the
income arising therefrom; together with so much of the principal thereof
i.
as in its opinion is necessary or desirable to be expended for the proper
maintenance, support and education of such person, to or for the benefit
of such person, and upon l3uch person attaining Eighteen (18) years of age
to pay to him or her the then remaining principal together with any un-
distributed income.
5. I hereby nominate, constitute and appoint Farmers Trust Company
and its successors, 1 West High Street, Carlisle, Pennsylvania, as Executor
of this my Last Will and Testament and further direct that it shall not be
required to post any bond to secure the faithful performance of its duties
in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament written on 3 pages this 23rd day of April,
1981,
.~E~~! (SEAL )
Samue Stouffer
Signed, sealed, published, and declared by SAMUEL W. STOUFFER
the Testator above named, as and for his Last Will and Testament, in our
presence, who, in his presence, at his bequest, and in the presence of each
other, have hereunto subscribed our names as attesting witnesses.
~~~~._ ~
'~ ~~ ~~ ~ '' ~~ ~ I~~~ ~~C i~~~:i~ ~I ~ f
~.
,~ .~. ~,
;; , .
Page 3 of ;3 Pages
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION INHERITANCE TAX
DEPT. 280601
HARRISBURG, PA 17128-0601 STATEMENT 0 F ACCOUNT
REY-1Spl E% AFP (pS-9))
DAVID W MACLVOR
FARMERS TRST CO TRST DP
PO BOX 220
CARLISLE PA 17013
06-23-97
STOUFFER SAMUEL W
TM ,::gg~'16-95
`' 21 95-0202
"`'CUMBERLAND
101
Amount Remitted
DATE
ESTATE OF
DATE OF DEA
FILE NUMBER
COUNTY
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
NOTE: To insure CARLISLE, PA 17013
proper credit to your account, submit the upper portion of this form with your tax payment.
-------------------
CUT ALONG THIS L_I__N_E - RETAIN LOWER P_ORTI_O__N__F_OR YOUR RECORDS __
REV-1607 EX AFP --- ----°-°---
(03-97 ) ------------
*~~ INHERITANCE TAX ---------
STATEMENT OF ACCOUNT ~(~(~(
ESTATE OF STOUFFER SAMUEL W FILE NO. 21 95-0202
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN CTHE NAMED ESTATED SHOWN BELOW 97
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-16-95
PRINCIPAL TAX DUE: .........._
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
OS-08-95 AA047732
07-18-95 AA048019 1.736.84
.00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '•CREDIT•• (CR),
AMOUNT PAID
33,000.00
4,424.78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
39,161.62
39,161.62
00
00
------_
.00
REV-1547 EX AFP (12-94)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX ACN 101
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 10 - 23 - 9 5
DATE OF DEATH 02-16-95 ~~~~ ~ FILE N0. 21 9 - 202
COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT^
REMIT PAYMENT TO:
DAVID W MACLVOR
FARMERS TRST CO TRST DP
PO BOX 220
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE- - RETAIN LOWER.POR_TION FOR YOUR RECORDS ~
----------------------------------------- _ ____
REV-1541 EX AFF t1P-94) NOTICE OF TNHEkT`i'AFi~E 'ftix-aww~a~§t~ie~s; ALLOWANCE 0'i~
-------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOUFFER SAMUEL W FILE N0. 21 95-0202 ACN 101 DATE 10-23-95
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Or-nad Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Begwsts (Schedule J)
14. Net Value of Estate Subject to Tax
(1) 60 , 000.00
(2) 11 .137.55
(3) .00
(4) .00
(5)__ 219 .782.85
(6) .00
(7) .00
(8) 290,920.40
27, 619.41
(9)
(lo) 1. 723 53
(11) 99.342 9
(12) 261, 577 .46
(13) 500.00
(14) 261,077.45
NOTE: I1' an assessment was issues previously, lines
reflect figures that incl
d 14, 15 and~or lti, ii and 1Fs wiii
u
e the total of
ASSESSMENT OF TAX: ALL returns assessed to date.
15 . Amount of L ine 14 at Spousal rate (15 ) • 0 0 X . 0 0_ . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 06 0
17.
Amount of Line 14 taxable at Collateral/Class B rate
(17)
261,077.46 X .
=
X .15. .
0
39 161
62
18. Principal Tax Due .
TAX CREDITS:
(18)
39,161.62
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST (-) AMOUNT PgID
05-08-95 AA047732 1,736.84 33,000.00
07-18-95 AA048019 .00 4,424.78
TOTAL TAX CREDIT 39,161.62
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
Zl - pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-14)
INHERITANCE TAX DIVISION
PO BOX 280601 ����RD.=D OFFICE OF' STATEMENT OF ACCOUNT
HARRISBURG PA 17 6 1
REGISTrr; GF VILLS
DATE 02-09-2015
?01 Cg �"� C� ESTATE OF STOUFFER SAMUEL W
L DATE OF DEATH 02-16-1995
G LE C c FILE NUMBER 21 95-0202
MACLVORORPHAN'SDAVdD7• T W COUNTY CUMBERLAND
ACN 101
FARME6i KTRST,LCO':T'RST',DP,`: Amount Remitted
PO BOX 220
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE _-_-)_ RE_TAIN LOWER PORTION FOR YOUR RECORDS _ F- _ - - - - -
_ _ _ _ _ _ _ _ _ _
REV-1607 EX AFP C12-14) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF:STOUFFER SAMUEL W FILE NO. : 21 95-0202 ACN: 101 DATE: 02-09-2015
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-16-1995
PRINCIPAL TAX DUE: 39,161 .62
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-08-1995 AA047732 1,736.84 33,000.00
07-18-1995 AA048019 .00 4,424.78
TOTAL TAX PAYMENT 39,161.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
* IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS. (�
V�\