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Home My WebLink About02-0861 Registe of Wills of Cumberland County, Pennsylvania PEIrITION FOR GRANT OF LETTERS Estate of ANNA E. STINEF L T No. 21-02-861 Also known as Deceased Social Security No. ROBERTA. BANKS JR. Petitioner(s), who is/are 18 years of age or older. pply(ies) for: (COMPLETE "A" OR "B" BELOW:) 179-50-7056 A. Probate a d Grant of Letters and aver that Petitioners are the executors named in the Last Will of ..t the Decedent, dated Julv : 9 1993 and codicil(s) dated NONE John Stinefelt the snnuse of he deceased was named as Executor however he nredeceased the decedent. The Alternate Executor Robert Banks Jr. will serve s Executor. State relevant circumstances, e.g. renunci ion, death of Executor, etc. Except as follows, Decedent did n t marry, was not divorced, and did not have a child born or adapted after execution of the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent: o B. Grant of Letters 0 Administration (d.b.n.c.la.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search as/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationshi Residence (COMPLETE IN ALL CASES:) Attach addi onal sheets if necessal)l. Decedent was domiciled at death in C mberland County, Pennsylvania, with her last family or principal residence at 1700 Market Street Cam Hill Ham en townshi Cumberland Coun Penns Ivania . (List street, n ber and municipality) Decedent at death owned property wi estimated values as follows: (If domiciled in PAl All personal property....._.......................__.._........._..........._.....$ 4.000.00 (If not domiciled in PAl Personal property in Pennsylvania...._...............................$ (If not domiciled in PAl Personal property in County._.............................._..._.._..._..$ Value of real estate in Penns Ivania ...........-...................-......................-............................................_..._........$ Total..............................................._........................_............._............. $ 4.000.00 tion) Decedent, then 91 years of age, died u ust 4 2002, at ManorCare Health & Rehab Center 1700 Market Street. Camo Hill. Cumberland Coun PA Real Estate situated as follows: Wherefore, Petitioners respe ully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: T d or rinted name and residence Robert A. Banks; Jr. 843 West Foxcroft Drive Cam Hill, PA 17011 /"?- tJLJ- b Oath of Personal Representative Commonwealth of Pennsylvani County of Cumberland The Petitioner above-na ed swears and affirms that the statements in the foregoing Petition are true and correct to the best of the k wledge and belief of Petitioner and that, as personal re~esentative of the Decedent, Petitioner will well a d truly administer the estate according to law, ROB~i>--7t Sworn to and affirmed and sub cribed Before me this 23rd , d~y of SEPTEMBER ,20021 r/)J_ ~ -~~ /~~. Y7_ ~ A.u</ A.u . /1 ~ / No. 21...0 -861 Estate of ANNA E. ST NEFELT , Deceased Social Security No; 179 -50-7056 Date of Death: Auaust 4. 2002 AND NOW, SEPTEMBER 4 , 2002, in consideration of the Petition on the reverse side hereon, satisfactory proof havir g been presented before me, IT IS DECREED that Letters ..r Testamentary 0 of Administration RhBERT A. BANKS JR. d.b.n.c.la.; pendente Ute; durante absentia; durante minoritate are hereby granted to in the above estate and that the instrument dated Julv 29.1993 described in th Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES Letters........................... $ 5.00 ~~4/ J7} ON,) /kd. 4A-'~' Register of Wills ~/ZU~ Short Certificate(s) $ 5.00 Renunciation............. . $ Affidavit ( ).................. $ Extra Pages ( )....... $ 9.00 Codicil............................ $ JCP Fee....................... $ 5.00 Attorney: EDMUND G. MYERS Inventory...................... $ I.D.No: 20558 Other.............................. $ Address: Johnson. Duffie. Stewart & Weidner. 301 Market Street. P.O. Box 109, Lemovne. PA 17043- TOTAL......... $ 54.00 Telephone: 717-761-4540 HI05.110'5 REV 9186 This is to certify that the infotmati Local Registtar. The otiginal certif; n here given is correctly copied from an original cerrificate of dfath duly filed with me as te will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photogr.ph. Fee for this cenificate, P 84 6 III/III""##/;,~''''''''"" ,,"'< ,,\.1" OF Pb;..... ",~~.. If.-.-. ~~ /jl~.. '. ~\ ~=---- --., ,~:::: :::: c.-)\ff.- i.:r:..i i.-I';. "_" ..~~/*i \4: "~~-", A.~l ....rA ,~,\ ..... -1',9 /'\.\.'r/ "'--. 74/EN1 ~\ """" ....."",,##,#/1.11'11. <~'" U";'~~-:'l:./ -,., .~{.._/ ....<::/ - " t. (-;/ l'.'</'/.z..?~':7~ ..:2--- " Local ~egistrar tJ 2.00 No. AUG iO 7 2002 Date 21-02-861 IG5.t.URev,V87 COMM NWEAlTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH 91 v,.. COLWrY '" ""'"' UNDIl!AlOo/CIt' ~ !wn- OATEOIFIIlATH ~_.Oay""'l 8IAT~lC...._ Sr.le",fe<egnCouf'llfyJ ,.179 -50 UNDER I YEAfl ..... .... '" :a.female ST.o:rE~Il.E_A SOClAlSEC....R1T'\'J\I....Iol8€A NAME Of OECEOENTlf.or$l, MIddle.l_ .. AGE(l;lSlt\d'>dey) Anna E. Stinefelt .est Fairview, P Pt.ACE'OfDEArHfCI>eck.........,....... _,_.."'.."".""....... ~I """'.... - ~O ER/OuIpal_O ~IO cnv.IlOAO.1'WP ...Cumberland Co. DECEOlNt'S USVAl OCCuPRlON _........k_du<"'lI_ hou~r~dD_'-I_"1 l1L ,... DECEOENT'SWM.INGADDAfSSlSlr_CIfyibM>. SIa.~~ 1700 Market Street ,.Camp Hill, PA 17011 l'IIf1*FrSNAME IFir1l. ....,.... l8llJ ,. Charles Ensley ...-al'lIUHrSNAMECT.,peIPrn) Robert A. Banks JI'illOrCll'e Health & Rehab.Ctr. SS/INOUSTAY 'Ht.SDECEOENtEVERIN U.S ARMED fORCES? ",0 No.lll RACf."'-...............~._. .- I..whi te -""'"" l....._..--.... Pennsylvania ,~. Cumberland ... - _in. -' - DREOFClSPOSITIOH -.... .... o Aug.8,~002 :nil. LICENSE~ ,,[D-OH163 L ........OCCUITed~."._....._place..-.d ...-- C<jmp Hill t ____al MOTtER.S NAME IF_II. WOlle. ....... $ulftiO"I'IIlj II. Irene Rhinehart "'l4'f'w'.~x~tDr~~lipH l,PA 1.011 PlACEOFOlSPOSmON.........oI~ er.r-y .ClIy(1Qwn. s....Zill'c...- ~g"jirng Green Cern. .Ilower Allen Twp. ,PA1701 :a1c. :a NAME AODFIf:SS OF FAC&.ITY FH & C>,3241l.nne11o.e.lan:J;re,H\17043 --- llCENSEN\.IMIIEA 'Ht.S CASE AEFEAAED TO ME ",ljl .... . OUElO\OAASA I: OUElOlORASA DUElOlORASA outN""', ... I~""'" I.........~ :--- , i .....~ c..r~~~lOdMdI.tlr.lI _,.....,.......~_.....inlWlTl ......-........ ........ ...... '" """"'""" OF CAUSE "''''''"'' IIIolIfoINEAOFDE H ORE OF It\LIUAY .........O"V._1 TIMEOFIKJURV INJURYAr OESCAIlSEHiCl'oVINJUflYOCCllAAED. ",0 NoD -. - - -- o o o PlACEOFII<UUAY.Atho.....-._**"'Y.~ lot. ~_.lSpeavl _. '" 0 ...0 PMding~ CouldIlUlt.~ <.ocR $-.ColyIIOo,n,s-. - - CEMtAER rC/'Ied<..-.Iy.-! .CMl'WYWGPHYSICl....lPhrsoc-ce<Wyong_d_ ....... Tla.......<II""~.......OCC..............CMOM(.I..... .. pflysoc_l\;1$prlll1Ollf-.-Jde;Wnanocornplelednem2Jl ..-....... ................. ..., SlGH.IifUREANOTlTLEOI'~IEf'. . . ~ O".,<3~ i"-- LICENSENUMelEA D1e-.,,",,-'Ob\""ll-C;c,.v' 3l4. I,b"\... NAMEANOADOfIESSOFPJ~, COMPLETEDCNJSEOF~~ (IIem2nTypIIOfPnnt / IJK 1-~,-rA ~ "- ,LA .(e........ ,.....'r' 1'14/ '7" '(; .I'RCINOUNc:INlIAHOCEftTIFVINO.......SlCIAN'~tIQIf1'" TD..........My~._OCC..nM.c__.dIoa.._ __cerWylnglD~f1/_1 .. _.....11:0 .......-{.I- "'......... .IM..... -MEDICAL. EXAII"ERlCOAONEA On .........I.oI..........Uon and/or I_Aigallon. in my Gpinio _.....led........................ 31.. REGlSTflAA.S SlGNAr" AND ~R . .. _.... /.. :i>-:"J ,;;',r,.<. G-&.'~i...;t:/ / '-, / .......1.... .',' de8lhOCCurred.llheliIM.dal..andpIK..anddu.tolhecau"(.lancI o '~~'f>";' ....... J.<V,.<. /r/ I u ~ 00428lJ..OOOOllJuly 23, 1993/EG~/GMM/27950 21-02-861 1JIa~l Mill aub Wtslattttul OF ANNA E. STINEFELT I, ANNA E. STINEjFEL T, oflhe Borough of West Fairview, Cumberland County, Pennsylvania, being of sound and disposi~g mind, memory and understanding, do hereby make, publish and declare lhis as and for my Last \VIiIl and Testament, hereby revoking and making void any and all Wills or I Codicils at any time heretofore made by me. ARTICLE I I direct lhe payme~ of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after ~ dealh as conveniently may be done. I direct lhat all taxes lhat may be assessed in consequence of ~y dealh, of whatever nature and whatever jurisdiction imposed. shall be paid from my Residuary Estate ~ part of lhe expense of lhe administration of my Estate. ARTICLE II I give and bequea~ my automobiles, household and personal effects and olher tangible personalty of H.ke nature (not includiqg cash or securities), togelher with any existing insurance thereon. unto my hushand, JOHN H. STINtFELT, if he survives me by lhirty (30) days. ARTICLE III I give, devise and ~equealh alllhe rest, residue and remainder of my estate of whatsoever nature and wheresoever situate u1to my husband. JOHN H. STINEFELT, provided he survives me by lhirty (30) days. 00428ll-0000llJuly 23, 1993!1j:GMlGMM127950 ARTICLE IV Should my husbapd, JOHN H. STINEFELT, not be living on the lhirty-first (31st) day following my dealh, I direct lhe following: A. Ii give and bequealh lhe sum of $1,000.00 unto lhe UNITED METHODIST I CHURCH OF ~EST FAIRVIEW, North and Second Streets, West Fairview, Pennsylvania; B. Ilgive and bequealh lhe sum of$I,OOO.OO unto my neighbor, CHARLES DELL, , 207 Abolition St*et, West Fairview, Pennsylvania, provided that should he predecease me, I give and bequealh lhei same unto his then-living issue, per stirpes. by representation. , c. Ii give, devise and bequeath alllhe rest, residue and remainder of my Estate, of whatsoever natu~e and wheresoever situate as follows: t. I give, devise and bequeath one-half (1/2) thereof unto my husband's nephew, ~OBERT A. BANKS, JR. and MARGARET R. BANKS, his wife, 843 West FoxcroftiDrive, Camp Hill, Pennsylvania, or the survivor of them, provided lhat should both prtx!ecease me, I give, devise and bequeath their share unto lheir lhen-Iiving issue, per stirp~s, by represntation; ~. I give, devise and bequeath one-quarter (1/4) lhereof unto my husband's niece, SPZANNE CLEVELAND, Plymouth Meeting, Pennsylvania, provided that should s~e predecease me, I give, devise and bequeath her share unto her lhen-Iiving i issue. per stirpes, by representation; 3. I give, devise and bequeath (me-quarter (1/4) lhereof unto my sister, PAULI~ KAPP, 4846 Lexington Street, Harrisburg, Pennsylvania, provided lhat , should 4e predecease me, I give, devise and bequeath her share unto the UNITED METHqDIST CHURCH OF WEST FAIRVIEW. , 004280-0000llJuly 23, 1993/~GM/GMM/27950 ! ARTICLE V I direct that all ~tate, inheritance, transfer, and other taxes of a similar nature, payable by reason I of my death, together with any interest and penalties thereon, and imposed with respect to any property, , whether or not disposed iOf by this Will, shall be paid out of the residue of my estate. I further direct that any and all such ~xes shall be paid from and deducted from my residuary estate prior to the calculation of the shares iof the residuary beneficiaries, so that each residuary beneficiary, charitable or not, shall bear a portion iof the burden of such taxes. ARTICLE VI I name, constitu~ and appoint my husband, JOHN H. STINEFELT, Executor of this my Last Will and Testament. In \he event my husband, JOHN H. STINEFELT, fails to qualify or ceases to so I act, I name, constitute *nd appoint ROBERT A. BANKS, JR., alternate Executor to complete the administration of my Estte. In the event that ROBERT A. BANKS, JR., fails to qualify or ceases to so act, I name, consti1te and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, alternate Executor to co1plete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post Ibond for the faithful administration of the duties in any jurisdiction. e .. . Anna E. Stinefelt '(::"?lL'1'z..~ Signed, sealed, BUblished and declared by the above-named Testatrix, as and for her Last Will and Testament, in the prt' sence of us, who at her request, in her presence and in the presence of each ""'~. b.., b~"'" wh, crihol eo, ~~ ~ .i",=~. ~ .-P%~~# 004280-0000llJuly 23, 1993/~GM/GMM/27950 I ACKNOWLEDGMENT COMMONWEALTH ot PENNSYLVANIA COUNTY OF CUMBE*-AND :ss We, ANNA E. ~FELT, CdlY\~~d G. fiA~el~ and ho. \ p~ t-I, \IV ('~1I1 i J( . , the Testatrix and the wItnesses, respectively, whose names are signed to the attached or foregoing instrument, being first dflY sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the! instrument as her Last Wi!! and that she had signed willingly and that she I executed it as her free find voluntary act for the purposes therein expressed, and that each of the I witnesses, in the presenc~ and hearing of the Testatrix, signed the Will as witness and that to the best of hislher knowledge the T,tatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue i~tluence. a~t.-C~ e. _.~~ Anna E. Stinefelt ' w~k~ ~/#~~ Subscribed, swo~n to and aCkn?~ledged before me by Ann~ Stinef~lt, Testatrix, and subscribed and sworn to ~efore me by L:~mUn[\ G (iA~ers and ~ Ifh )-i- VUncyJrJr ' witnesses, this 1 q~ fay of July, 1993. (; ( f . ~ ./otary Public "'k.:~;~. if RTIFICATlON OF NOTICE UNDER RULE 5.6 a Name of Decedent: NA E, STINEFEL T Date of Death: A GUST 4, 2002 Will No.: 2 02-00861 To the Register: Admin. No.: I certify that notl e of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on 0 mailed to the following beneficiaries of the above-captibned estate on October 29, 2002, Nam ROBERT A. BANKS, J MARGARET A. BANKS UNITED METHODIST CHURCH OF WEST FAIRVIEW SUZANNE CLEVELAN Address 843 W. Foxcroft Drive Camp Hill, PA 17011 North & Second Streets West Fairview, PA 17025 613 Laun Fall Road Plymouth Meeting, PA 19462 Notice has now been gi en to all persons entitled thereto under Rule 5.6(a) except None. Date: October 29, 200 1..'\ '",I (L__- j~, ~b~ Signature Name Edmund G. Myers Johnson, Duffie, Stewart & Weidner Address 301 Market SI. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) 761-4540 Capacity: Counsel for personal representative J.. C RTIFICATION OF NOTICE UNDER RULE 5.6 a Name of Decedent: A NA E. STINEFEL T Date of Death: A GUST 4, 2002 Will No.: 2 02-00861 To the Register: Admin~ No.: I certify that noti~e of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on 0 mailed to the following beneficiaries of the above-captioned estate on October 30,2002. NamE ROBERT A. BANKS, JF MARGARET A. BANKS Address 843 W. Foxcroft Drive Camp Hill, PA 17011 UNITED METHODIST CHURCH OF WEST North & Second Streets FAIRVIEW West Fairview, PA 17025 SUZANNE CLEVELANI CHARLES DELL 613 Laun Fall Road Plymouth Meeting, PA 19462 207 Abolition Street West Fairview, PA 17025 Notice has now been gi' en to all persons entitled thereto under Rule 5.6(a) except None. Date: October 30, 200 D -- "-j ~ Signature Name Edmund G. Myers Johnson, Duffie, Stewart & Weidner Address 301 Market SI. P. O. Box 109 . Lemoyne, PA 17043-0109 Telephone (717) 761-454Q Capacity: Counsel for personal represer;1tative /1- ~D --(r; REV~ 1500 EX +.(6~OO) CAPB HpRL EplD CRAC KDTK ES C P 13 13 R N R 0 E E S N T C 13 M P T U A T X A T I 13 N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REOVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME{LAST, FIRST, AND MIDDLE INITIAL) STINEFELT Anna E. DATE OF DEATH (MM-DD-YEAR) FILE NUMBER COUNTY CODE r./ OFFICIAL USE ONLY 21-02-0861 SOCIAL SECURITY NUMBER YEAR NUMBER 179-50-7056 THIS RETURN MUST BE FILED IN DUPlICATEWITH THE REGISTER OF WILLS SOCIAL SECURI Y NUMBER D None 1,304.63 None None 819.67 462.50 110.85 1,018.70 65,887.14 x X X X o 0 .0 45 .12 .15 3. date of death . Remainder Return prior to 12~ 13-82) S. Federal Estate Tax Return ReqUired 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) THIS SiCtJOIlMI:ISr: NAME (date of death between 12-31-91 and 1-1-95) (Altach Sch 0) ~PMP"I;~lr.;AI;.j;;C(l M iI!t!I' r .IIJ;~t,/;1l L;1j\)'(,I;Ol!lN1'4TIClNi!!t\QU'~tliiD1R~~ltJ!;nj'j,;: COMPLETE MAIUNG ADDRESS Copyright (e) 2000 form software only The Lackner Group, Inc. 08/04/2002 10 22/1910 IF APPLiCABLE SURVIVING SPOUSE'S NAME lAST, FIRST, AND MIDDLE: INITI L 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 atter 12-12-82) Decedent Maintained a Living Trust (AttaCh copy of Trust) o 10. Spousal Poverty Credit Edmund G. M ers FlRM NAME(lf Applicable) Johnson, Duffie, Stewart & Weidner TELEPHONE NUMBER P. O. Box 109 301 Market Street Lemoyne, PA 17043-0109 17 61-4540 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. 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 I) (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) R E C A P I T U L A T I 13 N (4) (5) OFFICIAL USE ONLY (8) 2,697.65 (11) 66,905.84 (12) (64,208.19) (13) (14) (64,208.19) (15) (16) (17) (18) (19) 0.00 0.00 0.00 0.00 0.00 (6) SEE INSTRUCTIDNS DN REVERSE SIDE FDR 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 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20, 0.00 0.00 FormREV-1500 EX (Rev. 6-00) 'Decedent's Complete Address: STREET ADDRESS ManorGare Health & Rehabilitation 1700 Market Street CITY I STATE I ZIP Camo Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Totallnterest/Penalty ( D + E) (3) 4. If Une 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) S. 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 5 + SA. This is the BALANCE DUE. (58) Make Check Payable 10' REGISTER OF WILLS. AGENT 0.00 0.00 0.00 0.00 0.00 PLEA~gi:~~~i~g~::~~g':~isttS~I~~i::~Gi~~~ISi~~m~~mi~E~~li~~:i:~N;;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. IN THE APPROPRIATE BLocKs Yes No ~~ o o [}] [}] o [I] Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ROBERT A. BANKS, Jr. 843 W. Foxcroft Dr "" "em;. "-iiill; "PA" "li6il"""""""""""" -" ""-""""""""- Johnson, Duffie, Stewart & Weidner P. O. Box 109 DATE j :/tJ -0 "3 DATE 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"10 [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 P,S. 9116(a)(1)J 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) REV~ 1503 EX + (l-!:17) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Anna E. STINEFELT SSft 179-50-7056 08/04/2002 All property jointly-owned with right 01 survivorship must be disclosed on Schedule F. FILE NUMBER ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 42 shares Prudential Financial GUSIP #744320102 31.0625 1,304.63 _ Demutualization Account. Valued using EstateVal. Date of Death Valuation is attached hereto. TOTAL {Also enter on fine 2, Recapitulation} 1,304.63 (ff more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCET/IJ< RETURN RESIDENT DeCEDENT ESTATE OF Anna E. 5TINEFELT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 551/ 179 - 50 - 7056 08/04/2002 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 DESCRIPTION ManorCare Health & Rehabi1tiation Center - Final balance of Decedent's Account VALUE AT DATE OF DEATH 20.70 2 ManorCare Health & Rehabi1tiation Center - Refund of money remaining in Decedent's Account 586.08 3 Pennsylvania Employees Benefit Trust Fund - Refund of Premium Payment 212.89 TOTAL (Also enter on line 5, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same sjze) Copyright (c) 199610rm software only CPSystems, tnc. 819.67 Form REV-150B EX (Rev. 1-97) REV~15.09 Ex + (1-97) CO~~ONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Anna E. STINEFELT SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER SSff 179-50-7056 08/04/2002 If an asset was made joint within one year of the decedent's date of death. It must be reported on Schedule G. A. SURVIVING JOINT TENANT'S) NAME Robert A. BANKS ADDRESS 843 W. Foxcroft Dr Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Dec'd Husband's Nephew B. c. JOINTLY -OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY %QF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnanclallnstltutlon IInd blink: DATE OF DEATH DECO'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for Jointly-held teal estlte. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A Be1co Community Credit 555.00 50.00% 277 . 50 Union Savings Account 2 A Belco Community Credit 370.00 50.00% 185.00 Union Checking Account TOTAL (Also enter on line 6, Recapitulation) $ 462.50 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV-l~10 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA lNHERITANCET/IIJ( RETURN RESIDENT DECEDENT ESTATE OF Anna E. STINEFELT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER SSi! 179-50-7056 08/04/2002 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DES~RIPTION OF PROPERTY % OF ITEM INCLUDE TH NA~B OF THE TRANSFEREE THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DEC ENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE OEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) I Metropolitan Life Insurance 110.85 110.85 Company - Final Pension Payment TOTAL (Also enter on line 7, Recapitulation) $ 110.85 (If more space IS needed, Insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1~11 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Anna E. 5TINEFELT 55!1 179-50-7056 OB/04/2002 FILE NUMBER 2l-02-0B6l Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. AMOUNT DESCRIPTION FUNERAL EXPENSES, 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name ot Personal Representative(s) ROBERT A. BANKS, Jr. Social Security Number(s) I EIN Number at Personal Representative(s) 193 -12 - 7865 Street Address 843 W. Foxcroft Dr City Camp Hill State PA Zip 17011 250.00 Year(s) Commission Paid: 2. 3. Attorney's Fees Johnson I Duffie, Stewart & Weidner Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 500.00 4. Probate Fees Register of Wills 54.00 s. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland County Register of Wills Office - Filing fees: Inheritance Tax Return $ 10.00 (Insolvent Estate) Inventory $ 15.00 (Extra Pages) 25.00 2 The Cumberland Law Journal - Estate Advertising 75.00 3 The Patriot News - Estate Advertising 114.70 TOTAL (Also enter on line 9, Recapitulation) $ 1,018.70 (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-151Z EX + (1-97) COt,tt,tONWE"L TH OF PENNSYL V ANI" INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Anna E. STINEFELT SCHEDULE I DEBTS OF DECEDENT. MORTGAGE LIABILITIES, AND LIENS FILE NUMBER SS/f 179-50-7056 08/04/2002 Include unreimbursed medical expenses. ITEM NUMBER 1 Commonwealth of Financial Estate DESCRIPTION of Pennsylvania Department Operations Estate Recovery of Public Welfare Bureau Program Claim against AMOUNT 65,887.14 TOTAL (Also enter on line 10, Recapitulation) $ 65,887.14 (tf more space is needed, insert additional sheets of the same size) COpYright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV - 15.13 EX . (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDEHT ESTATE OF Anna E. STINEFELT 08/04/2002 SSft 179-50-7056 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(aX1.2)} 1 Robert & Margaret Banks, Jr. 843 W. Foxcroft Dr. Camp Hill, PA 17011 2 Suzanne Cleveland 613 Laun Fall Road Plymouth Meeting, PA 19462 3 Charles Dell 207 Abolition Street West Fairview, PA FILE NUMBER RELATIONSHIP TO-oEqqENT AMOUNT OR SHARE Do Not List Trustee(s} OF ESTATE Nephew 1/2th of Res i due Niece None 1/4th of Residue 1,000.00 Bequest ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU la, 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 1 B. CHARiTABLE AND GOVERNMENTAL DISTRIBUTIONS United Methodist Church of West Fairview $1,000 Bequest 1/4 of Res idue due to death of Pauline Kapp 0.00 TOTAL OF PART II - 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 (e) 2000 form software only The LaeknerGroup, Inc. Form REV-1513 EX (Rev. 9-00) TABLE OF EXHIBITS For THE ESTATE OF ANNA E. STINEFEL T Exhibit A Last Will and Testament of Anna E. Stinefelt dated July 25, 1993 Exhibit B Estate Val date of death valuation for the Stock owned by Decedent - _:~ j ! -I I 31Ictsl3Uill cttW Weslmntul .j I , OF ANNA E. STINEFELT \ 1 '1 I I, ANNA E. STlNEFELT, of the Borough ofW est Fairview, 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 aU Wills or Codicils at any time heretofore made by me. ARTICLE I I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and whatever jurisdiction imposed, shall be paid from my Residuary Estate as part of the expense of the administration of my Estate. j -I I I ~j 1 I i , i i I I I ARTICLE II I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my husband, JOHN H. STINEFELT, if he survives me by thirty (30) days. ARTICLE III I give, devise and bequeath all the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate unto my husband, JOHN H. STINEFELT, provided he survives me by thirty (30) days. i ~ , II 1 1 ARTICLE IV Should my husband, JOHN H. STINEFELT, not be living on the thirty-fIrst (31st) day following my death, I direct the following: A. I give and bequeath the sum of $1,000.00 unto the UNITED METHODIST CHURCH OF WEST FAIRVIEW, North and Second Streets, West Fairview, Pennsylvania; i I j I , I I 1 B. I give and bequeath the sum of $1,000.00 unto my neighbor, CHARLES DELL, 207 Abolition Street, West Fairview, Pennsylvania, provided that should he predecease me, I give and bequeath the same unto his then-living issue, per stirpes, by representation. ~ ! C. I give, devise and b\\queath all the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate as follows: 1. I give, devise and bequeath one-half (112) thereof unto my husband's nephew, ROBERT A. BANKS, JR. and MARGARET R. BANKS, his wife, 843 West Foxcroft Drive, Camp Hill, Pennsylvania, or the survivor of them, provided that should both predecease me, I give, devise and bequeath their share unto their then-living issue, per stirpes, by represntation; 2. I give, devise and bequeath one-quarter (114) thereof unto my husband's niece, SUZANNE CLEVELAND, Plymouth Meeting, Pennsylvania, provided that should she predecease me, I give, devise and bequeath her share unto her then-living issue, per stirpes, by representation; 3. I give, devise and bequeath one-quarter (1/4) thereof unto my sister, PAULINE KAPP, 4846 Lexington Street, Harrisburg, Pennsylvania, provided that should she predecease me, I give, devise and bequeath her share unto the UNITED METHODIST CHURCH OF WEST FAlRVIEW. , i I , L, ARTICLE V I direct that all estate, inheritance, transfer, and other taxes of a similar nature, payable by reason of my death, together with any interest and penalties thereon, and imposed with respect to any property, whether or not disposed of by this Will, shall be paid out of the residue of my estate. I further direct that any and all such taxes shall be paid from and deducted from my residuary estate prior to the calculation of the shares of the residuary beneficiaries, so that each residuary beneficiary, charitable or not, shall bear a portion of the burden of such taxes. ARTICLE VI I name, constitute and appoint my husband, JOHN H. STINEFELT, Executor of this my Last WilI and Testament. In the event my husband, JOHN H. STINEFELT, fails to qualify or ceases to so act, I name, constitute and appoint ROBERT A. BANKS, JR., alternate Executor to complete the administration of my Estate. In the event that ROBERT A. BANKS, JR., fails to qualify or ceases to so act, I name, constitute and appoint DAUPffiN DEPOSIT BANK AND TRUST COMPANY, alternate Executor to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this~ay of July, 1993. '/':::) ~ 'L...l'"1'1.--1.--L ~ f-,. Anna E. StinefeIt 7.../....."' . j ~~qp'M:) C Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. .t;:~~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF CUMBERLAND We, ANNA E. STINEFELT, ~dl't\~~d ~. M'f(5 and ~ \p~ t~" W (~ltf I Jr. the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument "as her Last Will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of histher knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. a~ g.~Z Anna E. Stinefelt . w~H~ ~/#~~ Wltn s Subscribed, sworn to and ackn;"fledged before me by Ann~ Sliner'\lt, Testatrix, and subscribed and sworn to before me by 1::CimuJl(l ~. (i.A~ers and ~ {Ph )-1- VVncyJ1Jr ' witnesses, this 2 q-M day of July, 1993. . . NoIariaI Seal ~~Pubic MyComn_,'ElqJ/I8s Ooc.~ M~1;~(, Estate Valuation Date of Death: Valuation Date: Processing Date: 08/04/2002 08/04/2002 03/18/2003 Estate of: Estate of Anna Stinefelt Account: 9328-1 Report Type: Date of Death Number of Securities: 1 File ID: stine felt Shares or Par Security Description High/ASk Low/Bid Mean and/or Div and lnt Security Adjustments Accruals Value 1) 42 PRUDENTIAL FINL INC 1744320102) COM NYSE 08/0212002 08/05/2002 32.41000 31.30000 30.71000 H/L 29.83000 H/L 31. 062500 1,304.63 Total value Total Accrual Total $1,304.63 $1, 304 .63 $0.00 Page 1 This report was produced with Estateval, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.1) JERRY R. DUFFIE RICHARD W. STEWART C. ROY WEIDNER. JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT. JR. DAVID J. LANZA MARK C. DUFFIE MELISSA PEEL GREEVY MICHAEL J. CASSIDY ROBERT M. WALKER J T LAW OFFICES ]OH'ISON, ~~~~:;O~~t ~~~Ton& WEIDNER 301 MARKET STREET P. O. BOX 109 LEMOYNE. PENNSYLVANIA 17043-0109 WEBSITE, www.jd.sw.com HORACE A. JOHNSON CoUNSEL TO THE FIRM TELEPHONE 717.761.4540 FACSIMILE 717.761.3015. E-MAIL maiL@jdsw.com E-MAIL dlw@jdsw.com March 20, 2003 Register of Wills Office~ Cumberland County Co rthouse One Courthouse Square Carlisle, PAl 70 13 Enclosed for filfng please find the following documents for the above referenced decedent: i 2 Origin~l P A Inheritance Tax Returns. This is an insolvent estate, therefore, there is n tax due. Our chec in the amount of $25.00 representing the filing fees for an Inheritance Tax Ret and Inventory. 1 copy 0 Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-sta p and return to us in the enclosed envelope. Inventor Inventor enclosed Dear Register: 2. 3. 4. 5. 1. Re: Estate of Anna E. Stinef~1t SSN: 179-50-7056 . Date of Death: August 4, 2002 Your File No. 21-02-0861 (copy), which we ask that you time stamp nve10pe. and return to us in the Should you hav~ any questions, please do not hesitate to contact our office. Thank you for you assistance in thi~ matter. Very truly yours, , C(uLQJ~ Dana L. Wieseman Legal Assistant cc: Robert A. Banks, E*ecutor #2]0547 ! t ~ ~ ~ ~ 'O~ "'5 ~~ ~t (l) ~8~.~ \?'I:i\'f: 'c. r-\ ()8\~ ~"6 '% al ill:;;';!, "'''''\8.,.;. N \-\ ~ 86 ~ Zo ~ iii 0 ~ ~ dS ti z. '<<.~ulCll" .c!...If.~~ :<;'4.Il\,.:~ w t-o~ ~~~lllz. rul~.ul \fl. ~ ~ o. ... \Jl ~ ~ ... iii "it ... r- 7- U. '4. ~ b 5 ~ - ..I Z o ~ ~ .. ....... Register of Wi I s of CUMBERLAND County, Pennsylvania INVENTORY Estate of Anna E. STINEFEl :r No. also known as Date of Death 08/04/2002 , Deceased Social Security No. 179-50-7056 ROBERT A. BANKS, Jr. , Personal Representative(s) of the abc ve Estate, deceased, verify that the items appearing in the fallowing 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 In entory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Comme wealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the staten nts made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 8 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of Edmund G. Mve Signature: ROB1#-~f;;(f Attorney: s I.D. No.' 20558 Signature: Address: P. O. Box 109 Address: 843 W. Foxcroft Dr Lemovne, PA 1 043-0109 Camp Hill, PA 17011 Telephone: 717/761-4540 Telephone: 717/737-1822 Dated, Description Value - (See continuation pa gees) attached) (Attach additional sheets if necess ry) Total: 2,235.15 NOTE: The Memorandum of real 5 tate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, bu s uch figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association I Copyright (c) 1996 form software only CPSysterb, Inc. , ! Form#RW-7 (1992:) Estate of: Date of Death: County: INVENTORY Anna E. STINEFELT 08/0 /2002 Cumb r1and CASH: ManorC Rehabi Final Accoun ManorC Rehabi Refund Decede Metrop Compan Paymen Pennsy Trust Premiu re Health & tiation Center alance of Decedent's 20.70 re Health & tiation Center of money remaining in t's Account 586.08 litan Life Insurance - Final Pension 110.85 vania Employees und - Refund of Payment Benefit 212.89 930.52 ISTED: Prudential Financial - Demutualization t. Valued using Val. Date of Death ion is attached 1,304.63 1,304.63 -1- TOTAL CEIPTS OF PRINCIPAL........... .... -2- ------..-------- 2,235.15 =--========--== Name of Decedent: Date of Death: STATUS REPORT UNDER RULE 6.12 ~/ /oy,- ANNAE. STINEFELT AUGUST 4 2002 Will No. 0861- 002 Admin No. Pursuant to R Ie 6.12 of the Supreme Court Orphans' Court Rule, I report the following with respe t to completion of the administration of the above-captioned estate: 3. 1. hether administration of the Estate is complete: Yes No 2. If the swer is No, state when the personal representative reasonably believes that the ad . nistration will be complete: Yes swer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? No x b. The separate Orphans' Court No. (if any) for the personal representative's Acc unt is: c. parties of interest? Did the personal representative state an account informally to the Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts m y be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: June 30, 2003 N '" .- a .- \ :::\ -, u J) cc 'P ~JJ~ Signature f ..-...., ::.J.- EDMUND G. MYERS Name JOHNSON, DUFFIE, STEWART & WEIDNER 301 Market Street P.O. Box 109 Lemoyne, P A 17043 (717) 761-4540 Capacity: Personal Representative (x) Counsel for Personal Representative ,j ,J) ...:> -.:e ,,\1 ::; ::)0