HomeMy WebLinkAbout02-0631
REV-1500 EX + (6-00)
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OFFICIAL USE ONLY
17~ 7 Lf - 13
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Steinour Kenneth T.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITYNUMBER
209-12-5968
THIS RETURN MUST BE FILED IN DUPLlCATEWITH THE
DATE OF BIRTH (MM DO-YEAR)
06/30/2002 10/29/1925
(IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL
21-02-0631
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return 2.
4. Limited Estate 40.
X 6. Decedent Died Testate 7.
(Attach copy of Will)
o 9. litigation Proceeds Received
Supplemental Return
Future Interest Compromise (date of death after 12 12-82)
Decedent Maintained a Living Trust
(Attach copy of Trust)
o 10. Spousal Poverty Credit
D
o
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
THIS SECTION MUST BE ~-QMPUTED. ALL CORRESPONDENCE & COt4FIIl"'TIAL TAx INF:<)FlI\tATlbN SHOULD BE 1llRECTED TO,
NAME COMPLETE MAILING ADDRESS
Ste hen L. Bloom, Es uire
FIRM NAME (If Applicable)
Ste hen L. Bloom, Es uire
TELEPHONE NUMBER
2100 Longs Gap Road
Carlisle, PA 17013
R
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249-
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule Il (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus Line 13)
(1)
(2)
(3)
82,000.00
None
None
(4)
(5)
None
102,023.02
(6)
None
5,555.90
15,297.29
1,616.49
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1 ,2)
16. Amount of Line 14 taxable at lineal rate 172,665.14
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
x
X
X
X
o 0
o 45
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
OFFICIAL USE ONLY
(8) 189,578.92
(11) 16.913.78
(12) 172,665.14
(13)
(14) 172,665.14
(15)
(16)
(17)
(18)
(19)
0.00
7,769.93
0.00
0.00
7,769.93
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
189 York Road
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
7,769.93
7,435.36
388.50
Total Credits ( A + B + C) (2)
3. Interest/Penalty if applicable
D.lnterest
E. Penalty
0.00
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WillS, AGENT
7,823.86
53.93
0.00
0.00
0.00
'..n"'~:t!~~~!~!:~~~!W~~!!~~~!!~~tt!~Wi~d!~~~!~~!I~~!~!::~~!:~t~~:I:~:d::~~: "X"
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 payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-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.
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IN THE APPROPRIATE BLOCKS'
Yes No
~~
D
D
[]]
[]]
D
[]]
Under penalties of perjury, I declare that! 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 personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Gina Dee Failor, Co- Executor
457 Crossroad School Road
-------------------------------------------------
Carlisle, PA 17013
Stephen L. Bloom, Esquire
__ _~~99_}:~mgs _~_a:l:) _ !'_"'Oci __ _ _ __ _ _ _ _ _ __ _ __ _ __ _ _ _ _ _ __
Carlisle, PA 17013
DATE
9'/~,o~
DATE
q.-/1-0 "2
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5'''10, except as noted in 72 P.S. 9116(1.2)
[72 PS. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Kenneth T. Steinour SS# 209-12-5968 06/30/2002
********************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
Signature
~~.~
Stanley A. Steinour, Co-Executor
303 Walnut Lane
Name
Address Line 1
Address Line 2
City, State, Zip
Carlisle, PA 17013
7/;.2-#?
Date
REV-1502 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST A TE OF FILE NUMBER
Kenneth T. Steinour ssg 209-12-5968 06/30/2002 21-02-0631
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Single-family dwelling located at 189 York Road, South Middleton 82,000.00
Township, Cumberland County, Pennsylvania. Appraisal attached
hereto.
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on fine 1, Recapitulation) $ 82,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV-1508 EX + {1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kenneth T. Steinour
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSII 209-12-5968
FILE NUMBER
21-02-0631
06/30/2002
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 AAA Membership Refund
10
11
12
DESCRIPTION
VALUE AT DATE
OF DEATH
53.00
2
Capital BlueCrass, Refund of premium
501.15
3
Capital BlueCross, Prescription reimbursement
33.97
4
Cornerstone Federal Credit Union, Savings Acct. 111795
58.22
5
M&T Bank Checking Acct. 11729191
328.62
6
M&T Bank Savings Acct. 15004200911368
8,285.68
7
Members 1st Federal Credit Union, Certificate of Deposit
11205283-15
75,777.66
8
Members 1st Federal Credit Union, Savings Acct. 11205283-00
71. 92
9
Pennsylvania BlueShield - Pennsylvania BlueShield, Reimbursement
of copayment
53.27
2000 Pontiac Grand Am
9,955.00
Personal Property, Appraised value
2,515.00
Members 1st Federal Credit Union, IRA Acct. 11205283-10
4,389.53
TOTAL (Also enter on line 5, Recapitulation) $ 102,023.02
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kenneth T. 5teinour
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
5511 209-12-5968
06/30/2002
FILE NUMBER
21-02-0631
This schedule must be completed and tiled if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM RELAt78~W:fI~ t~b~~~5~~/~~Jf~~1fAET~E6F t~~~RSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 The Baltimore Life, Annuity 5,555.90 5,555.90
1/01052024180
TOTAL (Also enter on line 7, Recapitulation) $ 5,555.90
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Kenneth T. Steinour
Debts of decedent must be reported on Sc.hedule I.
ITEM
NUMBER
A.
B.
5511 209-12-5968
06/30/2002
FILE NUMBER
21-02-0631
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Cumberland Valley Memorial Gardens, Grave opening
850.00
2
Ewing Brothers Funeral Home, Funeral expenses
6,833.00
3
George's Flowers
136.74
4
Otterbein United Methodist Church, Luncheon
150.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative{s)
Social Security Number(s) / EJN Number of Personal Representative(s)
Street Address
City
State
ZIp
Year(s) Commission Paid:
2.
3.
Attorney's Fees Stephen L. Bloom, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
6,500.00
City
Relationship of Claimant to Decedent
State
ZIp
4.
Probate Fees
Register of Wills
264.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Diversified Appraisal Services - Real Estate Appraisal
250.00
2
Filing fees for Inheritance Tax Return and Inventory
28.00
3
PP&L, Final electric expenses
63.48
4
Roy D. Gottshall - Personal Property Appraisal
50.00
5
The Cumberland Law Journal - Publication of Legal Notice
75.00
6
The Sentinel - Publication of Legal Notice
97.07
TOTAL (Also enter on line 9, Recapitulation) $ 15,297.29
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kenneth T. Steinour
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS{I 209-12-5968
06/30/2002
FILE NUMBER
21-02-0631
Include unreimbursed medical expenses.
ITEM
NUMBER
1 2002-03 Real Estate Tax
DESCRIPTION
AMOUNT
867.81
2
Church of God Home, Final resident telephone invoice
18.00
3
Comcast, Final cable invoice
25.03
4
Cornerstone Federal Credit Union, Visa Acct. #4457-4900-0000-4815
253.30
5
Prescriptions, Final illness
317.00
6
South Middleton Township Authority, Final water/sewer bill
103.95
7
Sprint, Final telephone bill
31. 40
TOTAL (Also enter on line 10, Recapitulation) $ 1,616.49
(If more space is needed, insert additional sheets of the same size)
Copyright (el 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Kenneth T. Steinour
06/30/2002
SSff 209-12-5968
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under See, 9116(a)(1.2)]
1
Gina D. Failor
457 Crossroad School Road
Carlisle, PA 17013
2
Toni S. Keck
120 E. Louther St., Apt. D
Carlisle, PA 17013
3
Stanley A. Steinour
303 Walnut Lane
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not list Trustee(s)
Daughter
Granddaughter
Son
FILE NUMBER
21-02-0631
AMOUNT OR SHARE
OF ESTATE
25% of Estate
Residue
25% of Estate
Residue
50% of Estate
Residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
I':IflLl!S\[IATAFtU:lIWIU..'l\6,JI-wn.
LAST WILL AND TEST AMENT
I, KENNETH T. STEINOUR, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
~
~
2.
If they shall survive me by thirty (30) days, I give, devise and bequeath all of my estate, both
real and personal property, in the following manner:
One-half(Y:z) thereof unto my son, STANLEY A. STEINOUR, absolutely;
One-fourth (1/4) thereof unto my daughter, GINA DEE FAll..OR, absolutely; and
One-fourth (1/4) thereof unto my granddaughter, TONI SUE KECK, absolutely.
3.
In the event any of said beneficiaries shall predecease or fail to survive me by thirty (30)
days, then I direct that his or her share of my estate shall pass to his or her issue, per stirpes. In the
event any of said beneficiaries shall be a minor at the time for distribution of his or her share, then
I appoint FARMERS TRUST COMPANY, Carlisle, Pennsylvania, as Trustee of the share of such
minor beneficiary, and as Guardian of the estate of such minor beneficiary. I direct that the Trustee
shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all
expenses incident to the management of the trust, to use and apply as much of the income and
principal as may be necessary in the sole discretion of my Trustee for the support, maintenance and
education of such minor beneficiary. I direct that the Trustee sha~ distribute any remaining income
a
K.T.S.
Page 1 of 3 Pages
.'
and principal of his or her trust to such minor beneficiary as he or she attains the age oftwenty-one
(21) years.
4.
I nominate, constitute and appoint my children, STANLEY A. STEINOUR and GINA DEE
FAILOR, as Executors of my estate.
5.
I direct that my Executors and Trustee shall not be required to file a bond to secure the
faithful performance of their duties in any jurisdiction.
6.
I authorize and empower my personal representatives and Trustee, in their sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose
of or grant options in regard to any or all property of any kind forming a part of my estate for such
terms and such prices as they may deem advisable; to borrow money for any purposes connected
with the protection and preservation of my estate; to mortgage or pledge any real or personal
property forming a part of my estate or to join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others against my estate; to make distribution
in kind and to cause any share to be composed of cash, property or undivided fractional shares in
property different in kind from any other share; to employ agents, attorneys and proxies and to
delegate to them such power as they may consider desirable and to pay reasonable compensation for
such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver
such instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 7..fh. day of
~,199S
~/~(SEAL)
enneth T. Steinour
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence o~ Testator and of each other.
//~L /n. /hr \.~t''''''''''- ~ ~.~'\.",~
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, Kenneth T. Steinour, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
~.w.~7 L~~
K~ eth T. Steinour
, u Sworn or affirmed to and acknowledged before me by Kenneth T. Steinour, the Testator, this
7-rn day of ~ , 1995
~ Notarial Seal
CorTina L. Myers, Notary PublIC
Can,sIe Bora, Cumberland County
My CO~mi3sJI)~~~~~:~s May 22, 1995
Member, Pennsylvania Assodation 01 Notaries
(l ff1~ 0{" ~
Notary Public
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We,
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Kenneth T. Steinour, the Testator,
sign and execute the instrument as his Last Will; that the Testator signed willingly and that the
Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us,
in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
~d.>n~
Kddress /.~~ ~,~
\ \; (1 . /7cr3
~.."-.." ~ \'~
Address \"\~: \.\,.~ ~~ '- '" ~ I>r Q-" 'he:> '""
C"-'..... 0 .- \\... l \:\..... '""'" n , "'
Sworn or affirmed to and subscribed before me this 7<Ht. day of ~
~orn~
Notary Public
,1995:
L Nolanal Seal
Corrine L. Myers, Notary Pt..Jt:l&:
C211isle Boro, Cumberland County
.~.~~ COf'I:lli5S~~i. ~:~::~=.~~ay 22, 1995
Member, Pennsylvania AssooatiOn of Notaries
Page 3 oD Pages
APPRAISAL CERTIFICATION
I hereby certify that upon application for valuation by:
THE ESTATE OF KENNETH T. STEIN OUR
the undersigned personally inspected the following described property:
All those certain two lots of ground, with the improvements thereon erected, situate in
South Middleton Township, Cumberland County, Pennsylvania, being Lots Nos. 2 and 3 in
Block "G" of that certain Plan of Lots known as Carlisle Manor, which plan is recorded in the
Office of the Recorder of Deeds in and for said Cumberland County in Plan Book 3, Page 79
and containing 90.6 feet, more or less, along the York Road and extending in depth a distance
of 160 feet, more or less, along Otto Avenue.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of June 30,
2002 is:
EIGHTY-TWO THOUSAND DOLLARS
$82,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
. Foote
Certified General Appraiser
GA-000014-L
3
~
CORNERSTONE
F " cI e r cl 1 C r " cI i I U 11 1 () 11
Po. Box 1181, 5 East Gate Drive, Carlisle, PA 17013
Telephone (717) 249-1661 FAX (717) 249-8208
www.comerstonefcu.org
Member founded- Service based
August 13, 2002
Stephen 1. Bloom
2100 Longs Gap Road
Carlisle,PA 17013
RE: Estate of Kenneth T. Steinour
Dear Sir:
Account number 1795 was opened on July 18, 1985 in the name of Kenneth T. Steinour,
as the sole name on the account.
The date of death balance, June 30, 2002, was $58.22. See enclosed history of the account.
Mr. Steinour also maintained a Visa account number 4457-4900-0000-4815. The payoff
effective thru 8/1/02 was $253.30. Per Gina Failor's request we closed the savings and applied
the balance of$58.31 to the Visa account. The balance of$194.99 was satisfied with a check
from the Estate account at Member's First.
Please feel free to contact me if you have any questions or concerns.
Si1ncerel:, ~
(~~~m" .~
Operations Representative
MEMBER SAVINGS ACCOUNTS fEDERALLY INSURED To $100,000 By THE NATIONAL CREDIT UNION ADMINISTRATION
rl:1 M&TBank
August 26, 2002
RE:
Estate Searcl1
Tile Estate of:
Date of Oeatl1 (0.0.0.)
KENNETH T STEINOUR
6/3012002
To Whom It May Concern:
ldentitied below is the account information requested,
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
0.0.0. Accrued Interest
Balances
(Includes AccL
Int.)
$328.62 $.00
CHK
729191
OPENED 9/67
15004200911368
OPENED 3182
KENNETH T STEINOUR
4344
SAY
KENNETH T STEINOUR
4344
$8285.68 $1.82
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed.t our office.
ffyou h.ve any questions .bout the information provided, ple.se contact our Records Department .t (7 I 6) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely.
M&T BANK CORPORATION
BY: -ettA~~
Authorized Signarure
DATE: ?5 - 2<'" ~ 0 Z--
Manutaclurers and Traders Trust CompClny . 1100 Werlrle Drive, PO Box 767. But/ala. NY 14240-0767
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
205283-00
OS/21/2001
$71.82
$.10
$71.92
None
IRA ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
205283 -10
OS/21/2001
$4,383.08
$6.45
$4,389.53
Estate
IRA CERTIFICATE OF DEPOSIT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
205283 -15
OS/21/2001
$75,432.94
$344.72
$75,777.66
Estate
Mi'i:S ~CREDIT UNION
~e A. Ander
Insurance Products Supervisor
August 19, 2002
Estate of: KENNETH T. STEINOUR
Date of Death: 06/30/2002
Social Security Number: 209-12-5968
Kelley Blue Book used Car Values
------ .
_ ~... .... Book
. The Trust~~~~~~
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.
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Click on the Image above to visit this advertiser
Blue Book Private Party Report
Pennsylvania. July 11. 2002
CAR8
lUXURY IIPORl PICIWP VANS
U11UTY TRUCKS _AIlS
2000 Pontiac Grand Am SE Sedan 40
Buy a Used Ca r
Free Lemon Check
Financing Quote
Insurance Quote
Warranty Quote
Payment Calculator
Review of This Car
Engine: V6 3.4 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 38,732
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Front Air Bags
ABS (4-Wheel)
Traction Control
Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major defects. The paint,
body and interior have only minor (if any) blemishes, and there are no major
mechanical problems. In states where rust is a problem, this should be very
minimal, and a deduction should be made to correct it. The tires match and
have substantial tread wear left. A clean title history. A "good" vehicle will need
some reconditioning to be sold at retail; however major reconditioning should
be deducted from the value. Most recent model cars owned by consumers fall
into this category.
Private Party Value
$9,955
http://www.kbb.com/kb/kLdll/kw.kc.urr?kbb.PA;059789&17013;car;p&7... 7/11/02
Private Party value represents what you might expect to pay for a used car
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This ap~~~~f~~pr~ted
By:..~~~~-27~OZ'
~.
~ s",z..!f
r
17
\JJl
fa"" I I'
(Rev, Aug"," 1994)
[IeplIrtInWoftnoTrauUt}'
km.naI RewnlJtI ServiOl
Life Insurance Statement
'QMB No. 1545-0022
1
Decedent-lnsurecl (1"0 Be. Filed by the Executor WIth United States Estate Tax Return, Form 706 or Form 706-NA)
Decedent's first name end middle Inltlel
C e If
Name and address of Insurance company
fb~ I.J~ MotU DCt Cc
2 Decedent's last name 3 Deoedent's social securlty.number 4 Date of death
S e;llIolAf2... (Ifknown).,2"q /,,1> , ~-'3t>-"'L
1007$ Il~ ~61vD
Ow:" 5 M:'{/5. /Ad 2-/11 7
7 Policy number
OlD 5' Z. {) 2- '-I/?tJ
10 Assignor's name. Attach copy of 11 Date assigned
asslgnment.
tt-N4v,
Date Issued
5
6 Type of policy
{,'Le...
Owne~s name. If decedent Is not owner, 9
attech copy of eppllcatlon.
8
12, Value of the policy at the
time at asslgnment
fi-ll-Uu-.>
13 Amount of premium (eee Inslructiono)
14 Name of beneficiaries
S.{-IlNI~ S'.t~""'o",/l.
(;.;^'~ F4;lo12..
15 Fece amount of policy .
16 Inqemnity benefits .
17 Additional insurance
18 Other. benefits. . .
19 Principal of any indebtedness to the company that is deductible in determining net proceeds .
20 Interest on Indebtedness ~Ine ,19) accrued to date of death
21 Amount of accumulated dMdends .
22 Amount of post-mortem dividends. . . .
23 Amount of ngtumed pngmium . . . . .
24 Amount of proceeds if payable In one sum .
25 Value of proceeds as of date of death (if not payable in one sum)
26 Policy provisions conceming deferred payments or inslellrnents.
Note: If other than lump-sum setflement is authorized for a surviving spouse, attach e copy of the
insurance poiicy.
$ 555 .'10
$
$
$
$
29 Amount applied by the insurance company as a single premium. ngpresemting the purchase of
inslallmentbenefits.'. . . . . . . . . . . : . . . . . . . . . . . . . . .
30 Basis (mortality table and rate of Interest) used by insurer in valuing installment benefits.
31 W;; ih~ '~~;.;d'tt,~ '~;~~i;.~t~; 'b~~;';;~i';;; '~i' ~~;: ;';;~'~IiY" ~~~ir~~'j~~~-';;; b;' ih~;;';;;~~~?':":' "."':'" [j" 'y;;';-"'6' i-i~
32 Names of companies with which decedent carried other policies and amount of such policies ~ this Information is disclosed by your records.
5 .9v
27 Amount of Inslellments . . . . . . . . . . . . . . . . .. . . . . . . . .
26 Date of birth. sex, and name of any person tl1e duration of whose IWe may measure the number of paY111en19.
...--.--.--...-.--..--.--.--.-........-..-..-.............-.--------------.--.--.--.-..-..--.--.-..--.-.--.---.....---......--.......--..............
...-..-..--..................--........-........-......-..--........--.....-........-..-..-..-.....-..-..-......--............-..................
The undet'llgned officer of the above-named Insurance company hereby certIfie& that this s\atament sets forth true and co.rrect information.
Instru
P Reduction A Notice.-We ask for the Information on this '
form to ceny out the Intemal Revenue laws of the UnRed Stat... You are
~red to give us the Informallon. We need R to ensure that you are
complying with these laws and lc allow us to figure end colle<:tthe right
amount of tax.
The time needed to complete and fIle this form will vary depending on
Individual circumstances. The 6Stimated average time Is:
Form Recordkeeping Preparing the form
712 18 m.. 25 min. 1a min.
t! you have comments concerrUng the accuracy of these time
estimates or suggestions for making thi& form more simple, we would be
heppy lc hear from you. You can write to both the IRS and \he Office of
Cat No. 10170V
_ .. ~ .oeto of Certlflcation .. S 0 'z.--
Meriagement and Budgol atlhe eddresses listed In the InstnJctJon. of the
tax retum wfth which this' form Is flied. DO NOT send the tax form to
either of these offices. Instead. return It to the executor or representative
who requested It.
stetement of inslu.r.-This statement must be made, on behalf of the
Insurance company that Issued the policy. by an officer of the company
having access, to the records of the company. For purposes of this
statement, a facsimile signature may be used In lieu of 8 manual signature
and If used, shall be binding as a manual signature.
Separate statements.-Flle e seperote Fonn 712 for each policy.
Une 13.-Report on line 13 the annual premium, not the cumulative
premIum to. date of death. If death occurred after the end of the premium
period, report the last annual premium.
. , S1gnetwe ..
Form 712 (Rev. 8-94)
~O~~GOODS~SBaVJCESS_G'.abb . '. . . .' '.. ....
~are OliIyr,r~ileuIS~ yaa~io<tedor~ afl',reijtdred. If........ ooqutre4 b;bnf .",I>y'o.~""o~,Yll>_,~.....~ l'iIl
'bpIlilrilhe__in'~beIo'ri ..... . '. .. ..... .',."
lIyaa~..IIm...tbat.i;.y~._""""", ...m....funeIal.Wftb Yiewloll, JOu ....,~IO~.I\i(~.q~~..,_liWi~
'clldliOt.. '11 .. . ~1lUdt.dltOtt' ....... ~",,""'" ';."10;" ..... ,,"'~""".
~Scnil:!i"'yaa~~:lA' ",' ~S~~ '~OaIeof ';'~~..!"~'?
'~'..' ;r.
c:b:at1ic tot
AddresS
City
Olher cJothlna
,
St;lte
NlUIIC
A. CIlARGE FOR SERVICES SELECTEDr
1. PROFESSIONAL seRVICES
services of Funeral DIn:ctorlStaff .
Emb2Imlns . . , , .
Other p_r.epU1tion of body
,.-
,,'-
.~,.
.-
.~
C<<matlon urn
(DeocrIpdoa) .
OTHIlR
.-
.-
.-
..""",8.'_
,.""""""'.'''''''.'''''.,.-
8lJ11.TOTALOI' _'ONAJi'8llllV'CE8, ""
2. FACILITIES AND SERVICES
Use of f2cWties and $Crvices for
~ l"1Il12t1oll/\Vllte). . , , , , '" J--='-
Use at facJUtlOl and 8ttVlces
Ior.funt1':lIcercmony....,..,.... ._
Use of &.cilitic& :mdservices for
Memorial service
Use of 'cqutpmen.t U1d auviccs
for gravellde service....,........ ,,_
Other-UIC of fadUties
..A1S_
TOTAL taRCBANDI81l 8BLIlCTIlD, , .
C. 8PECIAL CWd!GB8.
F~of~to
(Funeral Home)
Receiving of rcmalns (rom
'-
.".-
.-
'''''''..'''''''''''''.''''''.,.-
8lJ11.TOTAL O' PACIUTIB8IBQVIPMllNT "'"
3. AUTOMOTIVE EQlJIPMENT
Vehicle fa transfer remains to Funtral Home.
l.ocal............... ......._
HClI'IC: (Casket C02.Ch)
Local " " '
Utnoustne
Local""."" '
faniUy car
,1.OcaJ",.""""""" ,
,/ Plower car or floral dilpoattlOn
Local""."",."""".""", .~
~ cat/clttgy car
Local"""""" """""";,._
Car (or ~n
1.()caI........ .............~
Out of townmansponadon . . .. , . . .' "-c..--.-
.-
.-
SU1l.'!'OTAJ. O' Af,ITOMOTIVB IQVlPMIlNT, ' , , ' ,. A3'_ We chorge you for oar KtVlces In obtaIntng,
'.,toTAL ot PKOPB8810NAL 8llllVlCB8. (sp.dhClUb ....."".. ""'. an -.up)
PAC1UT1B8 ANI> AlJ'I'OMOTIVB
IIQUlPMENT" """'"'''''''''''''''''''' A ._
..AZ'_
(FII"erol Home)
lmmcdt2le8I1r121"" """"'._
Ditect Cremation...... ....... '_
.
8IJ1l.TO'!'AL OF SPllCL\L~':"'..."" C'~
D.CAS~~~~(I:'"."""".,., ._
Cemecery,Equipment...... .... ._
!.o.and D<ed,. ',,,,,.,.. ," '_
Newspaper Notices-Loca! .. ._
Ne....paper Noocea-Our-of-town. . . . ._
Telephone.!k Telegrams ... . . .. ._
Airfare... .........,.,...,... ...._
Clel1lYIM...Offerl"8'"", ..,. .-
Pallbeatets............'..,.....Jf.. ._
CertUled C.9ples of lbe Deal!l>" oJ v
CertJfi...r;l':'.~.',C", rrJ(, ", . . . . ...:lL!'
Pollee Escort,. .. . . . . , . . . . . . . .. ._
flowen ........................ .____
Vl\lllJervk1;~,,,,,./,,,,,,!~ of
~~~~:..-. ~
.-
.-
.-
.-
.-
".-
""'.-
,.-
,':;
81J1l.TOTAL OF ADVANCES"",...
P'-
8VMMARY O' CIIAJlGB8
181 81lLBCTJl1), '''1 ? .3 ' Q () A, Prof...iooa! SctViees, FadU_ and ,
. ,.., .,'.. ~ ,. / ./ Hqlllpmenl, and AU'OlDOflve ,. J".s. cI 0
~' ~A. EqUiptllCl1t..........f.............AL.L....!.
~c.> 8, MetChandile...".,."."",..",'_
.D C,SpecWClurge&".. ""._
D. ClUhAd"""'<I".'."""", S_
TOTAL OFALL8BCTIONS, , , , ' , , , ,
PAID AT TIMIl O' OR PRIOR TO
AJUlANGI!IIENT8,. "'","""'"
BALANCllDUlL""" ""'"''
N'OR
.".-
AcknowledgemClllc:arclll ",'. ....,._
Re8isl<r bOok(.) , "" " " " .-'--
Memory folders '" .........._
Prayer cards ........ .. ._
Terqporuy gnve mt.tker. .........._
Burial clotb.in3... ...... '.,' ~.,_
l~ thJt l~ve aamJ:aed the it~ of SOOCUand services scJCC1cd above and,.foonddwn to be correct:and 2ccordlng to the ~imtll ~vc requellCd. I ~wiedae
rctdot ol'aCQpYol tbilI Statement of Funeral Goods and ServIce. selected. J represene that I have sufficient fundi available for payment oltbe cub price to.. the ~
adtI icrv:tQse1ected. I lboaareetom2ke pzymcnt of $ within days. J qrec to be fOltLtly I.nchcverallylbblc 1IL1tb t.D)'OIle die wbtJ
"p below; A We chatJe ot--,-- . per. month IltlOUllt4\l to , per year wtU be appUcd to the unpaid bIJance ~. '$ya
fiQlD. the dattof th1aa~c. ] -will also pay to the PuoeraJ DiIector dll'CIIOdable costa paid by the f1\U'.teft1 Dl.reaor to coDed: amoqnClI owe under this qrctIDcCIt.
'IboR COICI may iQdudc ~. .rees; (OQn com and: other coati. Any addJdoaaf ~rviCCl or 1DCtcha.ndJsc ordered or ~\ICMeCl after the date of thhI qreanenI. wW
~~~~~lwlUbe~nectedOftthefin2lblllor.sC2 t. /~pt?tJlP..a.....
// . (Purchaser) If"
{Seol)
..' ,.tf.ll3.(,)O
'-:It~ f{.O ,;o_'7iM.
":'" 6'-r3-~.fI
Oueer'bti.rid container . . .
(D<scripllon)
(Pun:haser)
:e ~l"..u. l'onenJ ~nd'on AuocbUOfl
form - 600 Revised 4/<).....
PINK Cu&10raft
STEPHEN L. BLC)OM
.\1 T () R N I,: Y .\ N 1) co L' N S I': L I. () R ,\ T J..\ W
211111 I,ongs (;"1' Ro"d
C " r II s Ie, I' l' n n , \ I \' a n I a 1 7 (J I J, Tel 7 I 7 -240. 7717
J' l' d l' r a I I.: 1 N 2 S. I ~ S 1 ~ 1 H
InVOice submitted to
Steinour, Kenneth TEstate
189 York Road
Carlisle, PA 17013
September 05. 2002
In Reference To Estate Administration - Interim Billing Statement
InVOice #1020
Professional Services
8/7102 PL
Telephone conference with Executrix
818102 PL
Adminrstrative and estate accounting matters, Review personal
property appraisal
8/9/02 PL
Telephone conference re real estate matters; Correspondence with
Executors re personal property mventory and Sprint invoice;
Miscellaneous matters
8113/02 PL ReView Proof of Publication of Legal Notice (The Sentinel):
Administrative matters
8/16/02 PL Correspondence with Executrix, Telephone conferences with Members
1 st and M& T Bank re status of requested date of death account
mformation
8/20102 PL Telephone conference with M& T Bank re status of requested date of
death account information
8/21/02 PL Telephone conferences With Members 1st re status of IRA and future
mcome tax consequences re distribution of same, and status of
requested date of death account information; Telephone conferences
with M& T Bank; Correspondence with M& T Bank re second request for
date of death account information
Hrs/Rate Amount
0.17 1750
105 OO/hr
0.25 26.25
105 OO/hr
0.50 5250
105.00/hr
017
10500/hr
1750
033
105 OO/hr
3500
0.08
10500/hr
067
10S00/hr
875
70.00
PR:\( Tl( ,\1.( (l] "."J I. + ClIIUSTI.\?\i PI':HSI'I':C"TI\'I'.
Stemour. Kenneth TEstate
8/28/02 PL Review bank account Information; Review correspondence from
Capital Blue Cross; Correspondence to Executors; Telephone
conference with Executrix
8/30102 PL Evaluation and analysis of estimated estate assets and expenses. and
tentative proposed distributions expected to be available to
benefiCiaries. Telephone conferences with Executors
SLB Evaluation and analysis of projected estate disposition and determine
potential scenarios for in kind distribution of real estate to Mr Stelnour.
File memorandum re same
913/02 PL Review estate expense statement
914102 PL Preparation of projected distribution schedule. Telephone conference
with Ewing Brothers re VA matters and funeral expenses; Telephone
conference with Executrix. Admmistratlve and accounting matters
9/5102 SLB Prepare for and attend conference with Executors: Inheritance tax
return matters
PL Administrative and estate accounting matters; Inheritance tax return,
schedules and exhibits; Conference with clients
SLB Reserve for final matters of administration (additionallnvoice(s) to be
Issued if final professional services exceed estimated amout of
$2.54262)
For professional services rendered
Additional Charges.
Page 2
H rslRate Amount
042 43 75
105 OOlhr
2.00 210.00
105.00/hr
2.00 37000
18500lhl
0.08 875
105.00/hr
2.83 29750
105.00/hr
1.85 342.10
185.00/hr
5.33 560 00
105.001hr
13.74 2.54262
185 OOlhr
3042 $4.60222
818102 Appraisal Fee - Roy D. Gottshall 50.00
8113102 Publishing Fee - Legal Notice - The Sentinel 97.07
Total costs $14707
Total amount of this bill $4.749.29
Previous balance $2.486.78
8/30102 Payment - thank you ($2.48678)
Total payments and adjustments ($2.486.78)
Balance due $4.74929
P R ..\ < '\'1 (' .>\ L (: \) \' ~ S L I. + C I! l{ J S T I :\ ~ PI': H S]I LeT I V F.
STEPHEN L. BLOOM
\ II () 1\ !\; I. Y .\ " [) C () L' N S I: 1.1 () 1\ \ I I. \ \V
2 t 1111 I. (} n ~, (;" P 1\ (}" d
Carl" I ", 1'" n n , \. I \. a n I a 1 7 II I 1. 1"1 717-2-19-7717
,. l' d l I a I I.: I N :2 S - I H S 1 H 1 H
InVOice submitted to
Stein our. Kenneth TEstate
189 York Road
Carlisle. PA 17013
August 07. 2002
In Reference To Estate Administration - Initial Billing Statement
Invoice # 1000
Professional Services
Hrs/Rate Amount
7/9/02 SLB Preliminary review of Last Will and Testament and related information 017 3083
18500/hr
PL Preliminary administrative matters 0.33 3500
10500lhr
7/11/02 SLB Consultation with clients; Initial Estate Administrative matters; 1.77 326 83
Telephone conference with client 185 OO/hr
PL Conference with Executors, Preparation of Petition for Grant of Letters 4.67 490 00
Testamentary and Estate Information Statement; Preparation of Form 10500/hr
SS-4 and correspondence to IRS re same; Conference with Executors
at Register of Wills Office for Probate of Will
7/12/02 PL Correspondence with Baltimore life Companies re annuity; 4.00 420 00
Correspondence with Executors; Administrative and estate accounting 10500/hr
matters
7/16/02 SLB Administrative and estate accounting matters 0.17 3083
18500/hr
7/17/02 PL Telephone conference with Mr Gottshall and Mr Foote re personal 0.75 7875
and real property appraisals, Preparation of reqUired Notices to 105.00/hr
Beneficlanes and Certifications re same; Correspondence to banks
(Members 1st, M&T, and Cornerstone) re date of death valuation and
account ownership Information, Telephone conference with M& T Bank
re Veterans Administration benefit payment matters
jJ \{ \ \ T 1 1 \ I (. ( 1 I "- -" I I + ( II I{ 1ST I \ '\ PI',!{.\ I> I ( T I \ I
Stelnour, Kenneth T. Estate
7122102 SLB Telephone consultation with client
7123102 SLB Review Real Estate Appraisal Report
7125102 SLB Review Estate Recovery Notice from Department of Public Welfare
7/29/02 SLB Administrative and estate accounting matters, Telephone conference
with Mrs. Steinour re AAA and real estate matters
7/18/02 PL Telephone conferences with Spnnt, Comcast Cable and Sears
Mastercard re cancellation of accounts and final payments, Telephone
conference with M& T Bank re Social Security and Veterans
Administration deposits, Correspondence re same, Telephone
conference with Internal Revenue Service re FEIN; Correspondence
with Executors
7119/02 PL File Certification of Notice to Beneficiaries with Register of Wills:
Telephone conference with Executrix re file status
7/23/02 PL Review real estate appraisal
7/24102 PL Correspondence with Executors; Telephone conference with Internal
Revenue Service; Telephone conference with Social Security
Administration
7/26/02 PL Deliver Short Certificates to Executnx
8/1102 SLB Review Information re real estate sale
7/30102 PL Review DPW correspondence, Review Blue Cross/Blue Shield
premium refund information, Correspondence with Executors
For professional services rendered
Additional Charges
7/11/02 Probate Fee - Register of Wills of Cumberland County
7116/02 Publishing Fee - Legal Notice - Cumberland Law Journal
7/23/02 Appraisal Fee - Diversified Appraisal Services
Total costs
Page 2
HrslRate Amount
0.08 15.42
18500/hr
0.08 1542
j8500/hr
0.08 1542
18500/hr
0.20 3700
18500/hr
2.42 253 75
10500/hr
0.25 26.25
i05.00/hr
0.17 1750
105.00/hr
042 4375
10500/hr
0.17 17 50
105.00/hr
0.05 853
185.001hr
0.33 3500
105 OOlhr
16.11 $1 ,897 78
264 00
7500
250.00
$589 00
PH\l T[C ,\l C(,\ ,,:-,1 1 + ( 1\1\)."TI.\'-. PJ-:I{SI'I ("1"1\'1.
Stelnour, Kenneth TEstate
Page
3
Amount
Total amount of this bill
$248678
Balance due
$2486.78
PAYABLE UPON RECEIPT. THANK YOU
I'I{ \( Tl( .\1 ((I( ':-;,\1 -+ (.llHJ.'-'TJ.\.' p, H."I'J (TJ\-I
PETITION FOR PROBATE and GRANT OF LETTERS
Estate a/KENNETH T. STEINOUR
also known as
Deceased.
Social Security No. 209-12-5968
No. 21-02. - <D31
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioners are 18 years of age or older and the Executors named in the last will ofthe above
decedent, dated March 7, 1995 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 189 York Road, South Middleton Township, Carlisle, Pennsylvania.
Decedent, then 76 years of age, died June 30, 2002, at Church of God Home, North Middleton
Township, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: [none]
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 189 York Road, Carlisle, PA 17013
$ 95,000.00
$
$
$ 83,500.00
WHEREFORE, petitioners respectfully request the probate ofthe last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
~a.~
Stanley A. Steinour
303 Walnut Lane
Carlisle, PAl 7013
~~~~,
Gina Dee Failor
457 Crossroad School Road
Carlisle, P A 17013
---------------------------------------------------------------------
---------------------------------------------------------------------
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best ofthe knowledge and belief of petitioner and that as personal representative of the
above decedent, ;Jctitioner wtll well and truly administer the estate according to law.
Sworn to or atlirm~d and subscribed ~~a~ ~
before me this 11 th day of Stanle . Steinour
J~ 1- ~ 'J
,. 0 (. 'l~.
ac 11# Register
Il-,Lj-13
'2-1-02.- lD~\
OATH OF PERSONAl" REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best ofthe knowledge and belief of petitioner and that as personal representative ofthe
above decedent, petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 11 th day of
4n J '~l 'J
VJ~( _ . 'l...;'~
Register CLEWIS
,~~~~
Gina Dee Failor
'.n
,
:~l
,
No. 2 I - 02 - <D.~ I
Estate of KENNETH T. STEINOUR, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, JULY
12
, 2002, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 7,1995, and described therein be admitted to probate
and filed of record as the last will of Kenneth T. Steinour and Letters Testamentary are hereby granted to
Stanley A. Steinour and Gina Dee Failor.
Will Book # 1 7
Page 74
~a.~<<rJ
. . .. Register Wills
FEES
Probate, Letters, Etc. $
Short Certificates (~ $
~ extra pages $
jcp $
TOTAL $
235.00
18.00
6.00
~.oo
264.00
Stephen L. Bloom, Esquire
Sup. Ct. J.D. No. 49811
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Filed 7-12-2002
called lori from atty blooms office 7-12-2002
'.n
,.......
p
C:\LAS\EST A TES\l 0347-1 pet 1
'lln~.,Qn~ 'Zcy niS(,
This is to certify that the information here given is correctly copied from an original certitIcate of death du!~ tIled with me as
Local Registrar. The original cerrificare will be forwarded fa rhe State Vital Records Office for perrnanenr fIlmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 8481756
No.
l\lllll~~\1roTpi,t'~~.~
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',............"'NNIHIJlllj'!I'1
~~.~~....~~
Local Registrar
Fee for this cerrificate, $2.00
JUl 2
2002
Date
ft'05.T&3R....2JtI7
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
~
.,
'"
NAME Of' DECIEOIENTlf.... ..._, '-_I
I. Kenneth
AOEIl_!IOnI'>cIIYl UNDf.A1YUJ'l
.... -
T. Steinour
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Carlisle ,Penna. 1701)
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. Fo\FlLESIDATAFILE\WILl3\6918.wn.
21-02-631
LAST WILL AND TEST AMENT
I, KENNETH T. STEINOUR, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
If they shall survive me by thirty (30) days, I give, devise and bequeath all of my estate, both
real and personal property, in the following manner:
One-half ('Iz) thereof unto my son, STANLEY A. STEINOUR, absolutely;
One-fourth (1/4) thereof unto my daughter, GINA DEE FAILOR, absolutely; and
One-fourth (1/4) thereof unto my granddaughter, TONI SUE KECK, absolutely.
3.
In the event any of said beneficiaries shall predecease or fail to survive me by thirty (30)
days, then I direct that his or her share of my estate shall pass to his or her issue, per stirpes. In the
event any of said beneficiaries shall be a minor at the time for distribution of his or her share, then
I appoint FARMERS TRUST COMPANY, Carlisle, Pennsylvania, as Trustee of the share of such
minor beneficiary, and as Guardian of the estate of such minor beneficiary. I direct that the Trustee
shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all
expenses incident to the management of the trust, to use and apply as much of the income and
principal as may be necessary in the sole discretion of my Trustee for the support, maintenance and
education of such minor beneficiary. I direct that the Trustee shall distribute any remaining income
~
K.TS
Page 1 of3 Pages
"
and principal of his or her trust to such minor beneficiary as he or she attains the age of twenty-one
(21) years.
4.
I nominate, constitute and appoint my children, STANLEY A. STEINOUR and GINA DEE
FAILOR, as Executors of my estate.
5.
I direct that my Executors and Trustee shall not be required to file a bond to secure the
faithful performance of their duties in any jurisdiction.
6.
I authorize and empower my personal representatives and Trustee, in their sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose
of or grant options in regard to any or all property of any kind forming a part of my estate for such
terms and such prices as they may deem advisable; to borrow money for any purposes connected
with the protection and preservation of my estate; to mortgage or pledge any real or personal
property forming a part of my estate or to join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others against my estate; to make distribution
in kind and to cause any share to be composed of cash, property or undivided fractional shares in
property different in kind from any other share; to employ agents, attorneys and proxies and to
delegate to them such power as they may consider desirable and to pay reasonable compensation for
such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver
such instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 7Yn
~,199~
day of
~/~(SEAL)
enneth T. Steinour
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence o~ Testator and of each other.
//~L >no ~ ~..~ ~ ~.~'-.r.._~
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, Kenneth T. Steinour, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
tfr~:( ~~
Ke eth T. Steinour
7' u Sworn or affirmed to and acknowledged before me by Kenneth T. Steinour, the Testator, this
"n1 dayof ~, 19~
~. Notarial Seal
Conine L. Mye",. Nolaly Public
Carlisle Bora, Cumberland County
M~~::lmi3Si:~~~~~i~=s May 22, 1995
Member, PennsylvaniaAssodation of Notaries
t~~cX~
Notary Public
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We,
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Kenneth T. Steinour, the Testator,
sign and execute the instrument as his Last Will; that the Testator signed willingly and that the
Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us,
in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
~J.>n ~
Kddress /..t5~_._. '.h-r,&.o
\ \; C- ___~_"_.J 7e>r 3
~..........r-. ~ \'~
Address \ "\ ~ -' -..:...,~::,....... ~ ~ l>r 9.... 1,<,:> '"\
\'..........:o._~~ ~ Oc... '"""0'",
Sworn or affirmed to and subscribed before me this 7<#... day of ~
~orn~
Notary Public
,1995'
L Notanal Seal ;J
Conine L. Myers, Notary Public
CarttsJ,e 8oro, Cumb~x\and County
\ ~nr-'.. '.~~i.""" i-v.....',.. ,~~ ?" ~
_~( ~~~=~:.~_~I.:.:~::~.~~ ~,_, F 995
Member, PennsyivaruaAssOOatiOn of Notaries
Page 3 oD Pages
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: KENNETH T. STEINOUR
Date of Death: June 30, 2002
FileNo. 21-02-00631
To the Register:
I certifY that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above estate on July 16,2002:
Name
Address
Stanley A. Steinour
Gina Dee Failor
Toni Sue Keck
303 Walnut Lane, Carlisle, PA 17013
457 Crossroad School Road, Carlisle, PA 17013
120 E. Louther St., Apt. D, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: July 17, 2002
~~~~
-
-
Stephen 1. Bloom, Esquire
2100 Longs Gap Road
Carlisle, P A 17013
. 1(;717) 249-7717
"1
Capacity: Counsel for Personal Representative
~J 'I t:j t (It
C;\LAS\Estates\ 1 0347-1cert,not
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPL 280601
HARRISBURG, PA 11128-0601
REV-11B2 EX/11-9B}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BLOOM STEPHEN L
2100 LONGS GAP ROAD
CARLISLE, PA 17013
n_nn_ fOld
ESTATE INFORMATION: SSN: 209-12-5968
FILE NUMBER: 2102-0631
DECEDENT NAME: STEINOUR KENNETH T
DATE OF PAYMENT: 09/10/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/30/2002
NO. CD 001604
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7,435.36
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7,435.36
REMARKS: GINA 0 FAILOR
C/O STEPHEN L BLOOM ESQUIRE
CHECK# 01 00
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WillS
MARY C. LEWIS
REGISTER OF WILLS
1/- 7'1-18
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX .FP (Dl~Ol!l
STEPHEN L BLOOM Esd.
2100 LONGS GAP RD
CARLISLE pA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
1l-04-2002
STEINOUR
06-30-2002
21 02-0631
CUMBERLAND
101
KENNETH
T
17013
A.llaunt Re..itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account I subllit the upper portion of this for.. with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i6"iWE"X-AFP--foFozy------..ii-iiilifERITANCE-TAinTAYEMENT-OF-;;C-ciiiJiif--ii..---------------------
ESTATE OF STEINDUR KENNETH T FILE NO.21 02-0631 ACN 101 DATE 1l-04-2002
THIS STATEHENT IS PRDVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-28-2002
PRINCIPAL TAX DUE:_ 7,769.93
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2002 CDOO1604 388.50 7,435.36
10-21-2002 REFUND .00 53.93-
TOTAL TAX CREDIT 7,769.93
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
PAYMENT:
Detach the top po~tion of this Notica and sub.it with You~ paymant made payable to the name and addrass
pt"inted on the revarss side.
If RESIDENT DECEDENT .eke check or .oney order payable to: REGISTER OF WILLS" AGENT.
If NON-RESIDENT DECEDENT make check or money order payebll! to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of ill tax creditl which was not requl!sted on the Tax Return, may be ~equested by completing an
"AppUcation for Refund of Pennsylvania Inh8~Jtanc8 and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Willsl an~ of the 23 Revenue District Offices or from the Department.s 24-hour
answering service for forms ordering: 1.800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notica shOUld ba addressad to: PA Depart.ent of Revanuel Bureau
of Individual Taxas, ATTN: Post Assessment Review Unitl Dept. 2806011 HarriSburg, PA 17128-06011 phone
C7ln 787-6505.
DISCOUNT:
If any tax due is paid within three C3J calendar .onths after the deced9nt's deathl a fJv8 percent (SX) discount
of the tax paid is alloNed.
PENALTY:
The 15X tax amnesty non.participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 181 1996, the first day after the end of the tax amnesty periOd.
INTEREST:
Interest is charged beginning with first day of delInquencYI Dr nine (9) .onths and one (1) day fro. the date of
death, to the date of payment. Taxes which beca.e delinquent before January II 1982 bear interest at the rate of
six (6X) percent per annu. calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar Year with that rate
announced by the PA Department of Revenue. The ap~licable interest rates for 1982 through 2002 are:
Year
Interest Rate
baily Interest Factor
Year
Interest Rate
Daily Interest Factor
1982 20X .000548 1992 9~ .000247
1983 16X .000438 1993-1994 7% .000192
1984 11X .000301 1995-1998 9% .000247
1985 13X .000356 1999 n .000192
1986 lOX .000274 2000 8% .000219
1987 9X .000241 2001 9% .000247
1988-1991 lIX .000301 2002 6X .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assess.ent. If payment is .ade after the interest computation date shown on the
Noticel additional interest must be calculated.
/1-?'/ - X3
'( BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
STEPHEN L BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA,17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-2B-2002
STEINOUR
06-30-2002
21 02-0631
CUMBERLAND
101
..
REY-IS41EKIFPrDI-OZ>
KENNETH
T
Allount Re..itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV=is4"j-Eif-AFij-fiiFciilY-NOYiCE--OF-i:-NHEiiii'AifCE-YAX-APiiRA-isEiiENT~--Ai::i"OWAiicE-iiR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEINOUR KENNETH T FILE NO. 21 02-0631 ACN 101 DATE 10-2B-2002
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHANGED
NOTE: If an assessment was issued previoUSly, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. ~ount of Line 14 at Spousal rat. (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of line 14 at Sibling rat. (17)
18. Amount of line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
.00 X 00 . .00
172,665.14 X 045. 7,769.93
.00 X 12 . .00
.00 X 15 . .00
[191' 7,769.93
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 CJ
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(21
(31
(4)
151
(61
(71
B2,000.00
.00
.00
.00
102.023.02
.00
5.555.90
(BI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
191
1101
15,297.29
1.616.49
1111
(12)
1131
1141
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
189,578.92
16.9n 78
172,665.14
.00
172,665.14
~TS: I-I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-I
09-10-2002 CDOO1604 388.50 7,435.36
10-21-2002 REFUND .00 53.93-
TOTAL TAX CREDIT 7,769.93
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERVATION: E$tates of decedents dying on or before Oece.ber 12, 1982 -- If any future interest in the estate is tr8nsferred
in possession or enjoY8ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
Ufe or for years, the Co...onweslth hermy expressly reServB$ the right to appraise and assess transfer Inheritanca Taxlils
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the require8ents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 914-0).
PAYMENT:
Detach the tap portion of this Notice and sub.it with your payment to the Register of Wills printed on the reverse side.
--Make check or .oney order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, 8ay be requested by completing an nApplication
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special 24-hour
answering servlce for forms orderlng: 1-800~362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraise~t, allowance, or disallowance of daductions, or assessment
of tax (inCluding discount or interest) as shown on this Notice Bust Object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Depar'blent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at !ludi t of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS:
Factual errors discovered on this assessment should be ~ddressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessdent Review Unit, Dept. 280601, HarrISburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of ad8inistratively correctable errors.
DISCOUNT:
If sny tax due is paid within three (3) calendar months after the decedent's death, a five percent (5~) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non~participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a8nesty periOd. This non.participation
penalty is appealable in the sa.e manner and in the the same time period as you would appeal the tax and inte~est
that has been assessed as indicated on this notice,
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day fro8 the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6~) percent per annum calculated at a daily rate of .000164-. All taxes Which becs.. delJnquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Veil!lr Interest Rate Daily InterQst Factor Year Interest Rate Daily Interest Facto~
1982 20~ .000548 1992 9~ .00024-7
1983 16~ .000438 1993-1994 n .000192
1984 11~ .000301 1995-1998 .. .000Z47
1985 13~ .000356 1999 7% .000192
1986 10% .000274 2000 .~ .000Z19
1987 9" .000247 2001 9" .ODDZ47
1988-1991 11% .000301 2002 6~ .00016Cj.
--Interest is calculated .. follows:
INTEREST = BALANCE Of" TAX UNPAIO X NUlIBER Of" OAYS OELINQUENT X OAILY INTEIlEST FACTOR
--Any Notice issued after the tax becoees dellnquent will reflect 8n interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is 8ade after the interest computation date shown on the
Notice, additional interest must be calculated.
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Kenneth T. Steinour
No. 21- 02 - 0631
also known as
Date of Death 06/30/2002
.Deceased Social Security No. 209-12-5968
Gina Dee Failor and Stanley A. Steinour,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I !We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
Name of
Attorney:
Stephen L. Bloom, Esquire
Signature:
1.0. No.'
49811
Signature:
Address:
2100 Longs Gap Road
Address:
Stanle . Steinour
457 Crossroad School Road
Carlisle, PA 17013
Carlisle, PA 17013
Telephone:
717/249-7717
Telephone:
717/776-6123
Ct//Ci.)O;J-
,
Dated'
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
184,023.02
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc.
Form #RW-7 (1992)
INVENTORY
Estate of:
Date of Death:
County:
Kenneth T. Steinour
06/30/2002
Cumberland
CASH:
AAA Membership Refund
53.00
Capital BlueCross, Refund of
premium
501.15
Capital BlueCross,
Prescription reimbursement
33.97
Cornerstone Federal Credit
Union, Savings Acct. #1795
58.22
M&T Bank Checking Acct.
11729191
328.62
M&T Bank Savings Acct.
15004200911368
8,285.68
Members 1st Federal Credit
Union, Certificate of
Deposit #205283-15
75,777.66
Members 1st Federal Credit
Union, IRA Acct. #205283-10
4,389.53
Members 1st Federal Credit
Union, Savings Acct.
1/205283 - 00
71. 92
Pennsylvania BlueShield -
Pennsylvania BlueShield,
Reimbursement of copayment
53.27
89,553.02
-1-
PERSONAL PROPERTY:
2000 Pontiac Grand Am
9,955.00
Personal Property, Appraised
value
2,515.00
REAL ESTATE/PA:
Single-family dwelling located
at 189 York Road, South
Middleton Township,
Cumberland County,
Pennsylvania. Appraisal
attached hereto.
82,000.00
TOTAL RECEIPTS OF PRINCIPAL..... ..........
-2-
12,470.00
82,000.00
184,023.02
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
KENNETH T. STEIN OUR
Date of Death:
June 30, 2002
FileNo.:
21-02-0631
Social Security No.:
209-12-5968
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, 1 report the following with respect to
completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X
No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: NI A.
3. If the answer to No. I is Yes, state thefollowing:
11. Did the personal representative file afinal account with the Court?
Yes_
No X
'b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A.
. ,. Did the personal representative state an account informally to the parties in interest?
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
flr/o3
Signature:
Name:
Address:
~(~
-Stephen L. Bloom, Esquire
2100 Longs Gap Road
Carlisle, PA 17013
(71 7) 249-7717
Counsel for Personal Representatives
C:\LAS\Estates\ I 0347-1 statrpt. 1