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HomeMy WebLinkAbout01-0126 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Zelda H. Stewart No. also known as To: , Deceased. Social Security No. 196-14-0525 ;2/-o/-/d<.6 cumberland Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners, who are 18 years of age or older and the Executors named in the last will of the above decedent, dated December 5, 1996and codicil dated - N/A. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 192 Carlisle Road, Newville, West Pennsboro Township. Decedent, then 83 years of age, died December 23, 2000,at Green Ridge Village, Newville, P A. 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: Decedent was married to William P. Stewart. He died on October 23, 1999. 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: None $ 550,000.00 $ $ $ $ WHEREFORE, petitioners respectfully request the probate of the last will presented herewith and C1gra~~~enta~CJ4L~J _~~. ~~ Ca~Stewart Beatrice:( .r{'~~'- Gladys~ewart 192 Carlisle Road 11883 Mongul Hill Road 928 Baltimore Road Newville, P A 17241 Shippensburg, P A 17257 Shippensburg, P A 17257 OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYL VANIA) COUNTY OF CUMBERLAND SS ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent petitioners will well and truly administer the estate according to law. (!/kt/ / 4k:~/- Carl P. Stewart ~2-JrL~ /#r/~~ . Gladys . Stewart ~tJ J) 7- /~-=2tP6 -- /3 NO. 21-2001-126 Estate of Zelda H. Stewart, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW January 31st ,2001, in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated December 5, 1996 described therein be admitted to probate and filed of record as the last will of ZELDA H. STEWART; and Letters Testamentary are hereby granted to CARL P. STEWART, BEATRICE J. JOHNSON and GLADYS L. STEWART. FEES Probate, Letters, Etc. ........... $ 375.00 Short Certificate(s) ..5......... $ 15.00 Renunciation....................... $ x-Pages (3) $ 9.00 JCP TOTAL $ 5.00 Filed.... .~~l}~ry. }J.:~t!. ?9.9.~.. .$.404 .00..... Richard L. Webber, Jr., Esquire Attorney LD. No. 59634 19 Brookwood Avenue, Suite 106 Carlisle, P A 17103-9142 (717) 249-5373 F:\User Folder\Firm Docs\Estates\I775-1 testamentary.wpd CALL ATI'ORNEY RICHARD WEBBER HI05.805 REV 9/86 This is to certifY that the information here given is correctly copied from an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fe, fo' ,he, ,cnaeQ", $2.00 ~~~ Local Registrar No. A.r; 2-~, 2c&'&# Date p 7060216 21-2001-126 qfty 2187 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH NAME Of OECEOENT(f,''lf M~--"-'---" s. 83 COUNTYfY.DERH v.. rt ~~- Hours ! Wlnut.. IIkfHPUClICoI'y-'" Rmoe'fS'01f""~ Franklin Co. 'TATI"lENUMllfR ----- S"-~ECUR''''"UM.ER ------rO.TEOFOCATH M""'" n., :...-:;;~ .. ll.e.-~ - 14 - 052~' DcI.' ,",Lllu.r.:., "?,{L~,,~ PUClCJ'oe:RHfChforllnoly.".... ..."....,ur.IO()f"'nn~~1 --r HOSPtiAL-- .--.---------~---.. -.. -- ~ 61HE~ _ ;" --..- --..-- -- .--- .-.- '- 0 :::::" lY' _ LJ =.,,0 Cumberland DECEDENT'S USUAl 0CCUM10N j~--~_:"c::::~=r ." Production Worker ,... H.J. MaDEMY'S MA,UNOAOORESS (Str_.c~. s...llpCOOII . ... ...W. ,.. "AntEA'S NAME IFit.. Middle. LHI' to. William C. Stake 1NF'000000'SNMCcr~ Carl P. Stewart ,.. UETHOO OF DfSPOSmON _IX! "'-'00 0 __.....0 _0 0IIw",-"" ,. ., '710. ... - ...... Cumberland -' 'HoO :...":".:::'.. MOTHEA'S NAME' iF... Middle, ~&"t".".) . Bessie Coons INFORMANT'S MAIUHO ADDAESS (SIr...~. sa...lip Coo.t 192 Carlisle Road, Newville, PA 17241 OF DISPOSITION . Name Of CIIMtery, Crematafy lOC..-.oN . City(Ibwn, St.... liD COdII orO:herfltllce MAAlTAL smU8...... Never"""'1ed. WIdDweclI, -- . Widowed . ....10 ....._...... W. Pennsboro White SUA\I1VIN(l SI'OUS< 1"........qrw."'IltdlW'o""""'1 192 Carlisle Road Newville, PA 17241 Heinz Co. DeClDENT" ACTIJAL RESIDENCE ....--. onOlNlfSldeI tI. t"'SO", PA Twp. - - ....L 17257 ~---....-....- "..,...,.. NIl......,..,. or dhttt III . <*"'r,*-OfdNlh. t ...... 24.,. '"'* be compIeI-.:t by "": ..........~dht,. 27. MAT I: EftNt rN......... """"" Of eompfIc:atClnawfliCh ea l.. Dntf OM ceUM on ueI'lllM. -..ar. CAWe (FIN! -"'- '-.....olrl dlIIIhl-' ~~ DUE ft)(OA AS A CONSE'OUENCE Oft r~lI'tlM. '-- :OMMMddlNdft I , "--..- ".......... ........... _. E_""""'INQ '~~orlf'l!Ur'" . .....It'*-f.,.. '~ItI~)LAST [ : .. DUE' lOfOR AS A CONSEOUENCE 00: DuE 10 (OR ASACONSEOUENCE OF): MS AN AU1tlPSV PERFORMED? WERE AUlOPSV FWONOS MN.A8LE PAtOA 10 COMP't.ETtON tY CAUSe OF DERH7 WIMmER Of OE:ATH - ~ o o DATE Of INJURY (~. Day, '*-) TIME OF IN.lUAY INJURY AT WOAK? OESCAt8E HOW INJURY OCClJAAEO - o o o PLACE OF INJUAY. At home. farm,...... '-c:to.y. oInc:e M, buIdIng._.~1 .... .... 0 ...0 ....0... ....0 ... -.-.... Coukt null be~"*' -WDICAlIXAMINeAICOftONEA 3,.~b::~~::'~I~~~I~~...~~ .~~I~~~: ~~ ~~ ~~~j~~: ~~~ ~~~ ~~ ~~ ~I~,.~~I~: ~.~~:~ ~.~~~~ ~~ ~~~~).~~ REGISTRAR'S SIGNATURE AND N ~/ ~I( 5f Fi! -- - CEJIJ.... ICtlecll only ~ -CI!ltTlPVING PHYStCIAN (Physc... ~ eIuSoItd dHlh~." anolt.. Chvtc.." h.. Pl'onounced de.1h &rIO completed "ern 23) T........ot.,lInow1ecfge..IllhOCCurNd.........aUMf...ndlhnNr...................................... . ... "PIIONOUNCJNo AND CEMWYINQ ,"VIle'''' fPhvsc..., hnlh pronouf\Cll'lQ tSeMh ~ cet11tyw1o roc*,- tJ ...lhl To the...........,~. ....th occur," at......... lMle,"" pfMe, ..... cru. to the cauM(.. aNI manne,.. ".11Id. \Un u. :N. -..e.c 2 (; ~ t:' c:J Law Office of FOREST N. MYERS *** 10000 Molly Pitcher Highway Shippensburg, PA 17257 (717) 532-9046 c2/- tJl- IOL 6 * * LAST WILL AND TESTAMENT * * I, ZElDA H. STEWART, of 17484 Amberson Road, Fannett Township, Franklin County, Spring Run, Pennsylvania, revoke my prior wills and declare this to be my last Will: FIRST: PAYMENT OF EXPENSES -I direct that the expenses of my last illness and funeral be paid from my estate as soon as may conveniently be done. SECOND: BEQUEST -I give, devise and bequeath all my property, whether real or personal, tangible or intangible, together with all insurance policies thereon, unto my husband, William P. Stewart, provided he shall survive me by thirty (30) days. In the event my husband fails to survive me by thirty (30) days, I then give, devise and bequeath all my estate whether real or personal property, tangible or intangible, together with all insurance policies thereon to my children, provided they shall survive me by thirty (30) days, in as nearly equal shares as possible, per stirpes. THIRD: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and remainder of my estate unto my husband, William P. Stewart, provided he shall survive me by thirty (30) days. In the event my husband fails to survive me by thirty (30) days, I then give, devise and bequeath all the rest, residue and remainder of my estate to my children, provided they shall survive me by thirty (30) days, in as nearly equal shares as possible, per stirpes. FOURTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary, no interest in income or principal shall be (I) assignable to a beneficiary or (ii) available to anyone having a claim against a beneficiary. FIFTH: DEATH TAXES - All federal, estate and other death taxes payable on the property forming my gross estate, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I have a general power of appointment for federal estate tax purposes. SIXTH: MANAGEMENT PROVISIONS - I authorize my Executors, as follows: A. Retain/lnvest: To retain and to invest in all forms of real estate and personal property, including common trust funds, mutual funds and money market deposit accounts and certificates of deposit, regardless of any limitations imposed by law on investments by executors or any principle of law concerning investment diversification; B. Compromise: To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; C. Borrow: To borrow from and to sell property to my husband or others, and to pledge property as security for repayment of any funds borrowed; D. Sell/lease: To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales or leases; E. Capital Changes: To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; F. Distribute: To distribute in kind and to allocate specific assets among the beneficiaries (including any custodian hereunder) in such proportions as my trustee may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all property at any time held by my Executors or my Trustee and shall continue in full force until the actual distribution of all such property. All powers, authorities and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without court authorization. SEVENTH: EXECUTOR. I appoint my children, Carl P. Stewart, Gladys l. Stewart and Beatrice J. Johnson, as Executors of my Will. Neither my Executors, nor any successor shall be required to give bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Sc:;...day of l)~~ , 1996. '/. Z In our presence, the above-named Testatrix signed this and declared it to be her will, and now, at her request and in her presence and in the presence of each other, we sign as witnesses: If> kn~ /~1R/l flL ~f!f/- COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF FRANKLIN I, ZELDA H. STEWART, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. ~ ..J2- ZE DA H. STEWART, Testatrix J ~ r .r \. t ~.. " 'J. , " / '4 I f '" ,t-.;. ," . ~" -_>" ':.. {" I~" r;- , , .." '- .:: " ~. ~ ..../......,......... ,.' '. 'i,,, ,,,......~.. We, ZELDA H. STEWART, the Testatrix in and the undersigned witnesses to the Will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses and that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. EL H. STEWART, Testatrix ~6z.;L ~" ~ W~J. ~Ah~ Witness Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testatrix and by the witnesses whose names appear on this Sb...day of ~~Q0L. ,1996. ~ .,J~ Notary Public Notarial Seal ~ N. Mt,ers. NOIaIy PublIc My Comm~ ~ Franklin Countv ~resDec.ll, law BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* "v /6-0206. /--3 REV-ln7 EX AFP <12-001 RICHARD L WEBBER JR ESQ MICHAEL J HANFT LAW OFF 19 BROOKWOOD AVE 106 CARLISLE PA 17M'S , . '1 " DATE ESTATE OF DATE OF DEATH FILE NUMBER . ,COUNTY 'ACN 08-06-2001 STEWART 12-23-2000 21 01-0126 CUMBERLAND 101 ZELDA H AlIOunt R_i tted 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. submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=i6oj-Ex-iFP-n2"=ooy------...-iNHERITANCE-TAX-STATEMENT-OF-Accoi:iNT--.-..--------------------- ESTATE OF STEWART ZELDA H FILE NO. 21 01-0126 ACN 101 DATE 08-06-2001 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A S~ARV OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAV"ENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-25-2001 P R I NC I PAL TAX DUE: ............-........................................................................-....-......--............................................................................................................ 24.085.38 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-22-2001 AA478191 1,052.63 20.000.00 05-10-2001 AA496575 .00 2.881.11 07-10-2001 CDOOO035 .00 151.64 TOTAL TAX CREDIT 24.085.38 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PA~ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU "AV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) \. /6-6U:J6'- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-02-2001 STEWART 12-23-2000 21 01-0126 CUMBERLAND 101 RICHARD L WEBBER J~! :ESQ MICHAEL J HANFT LAW OFF 19 BROOKWOOD AVE ,.~06 CARLISLE lPA.17013 )~ 0/' REY-1547 EX AFP '12-00l ZELDA H Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 418,057.55 104,238.70 29,930.27 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HaUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=iS'4'-Ex-iFP-ci'2':ooY-NoYicE--oF-YNHEiiiTANcE-Yix-'APPR'AiSEMENT-,--iLL'OWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEWART ZELDA H FILE NO. 21 01-0126 ACN 101 DATE 07-02-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 03-22-2001 05-10-2001 NOTE: RECEIPT NUHBER AA478191 AA496575 DISCOUNT (+) INTEREST/PEN PAID (-) 1,052.63 .00 PAYMENT MUST BE MADE BY 09-23-2001*. (9) (10) 15,676.58 00 = 045 = 12 = 15 = (19)= NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 552,226.52 16.995 94 535,230.58 .00 535,230.58 .00 24,085.38 .00 .00 24,085.38 23,933.74 151.64 .00 151.64 . IF PAID AFTER DATE INDICATED, SEE REVERSE . FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) 1,319.36 (11) (12) (13) (14) .00 X 535,230.58 X .00 X .00 X AHOUNT PAID 20,000.00 2,881.11 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE " r- iD q> x w &l :> w c: " m ~ CO r- -.;;t <C <C 0 z >< <( l- I- W D. 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PA 17128-0601 RECEIVED FROM: WEBBER RICHARD L JR 19 BROOKWOOD A V SUITE 106 CARLISLE, PA 17013-9142 u______ fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 196-14-0525 FILE NUMBER: 21-2001- 0126 DECEDENT NAME: STEW ART ZELDA H DATE OF PAYMENT: 07/10/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/23/2000 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: GLADYS STEWART, CARL STEWART BEATRICE J JOHNSON C/O CHECK#109 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000035 I I I I I I I I I MARY C. LEWIS REGISTER OF WILLS AMOUNT $ 1 5 1. 64 $ 1 51 .64 ~ F:IUser FolderlFirm DocsIEstatesI1775-lcertofnotice.wpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ZELDA H. STEWART Date of Death: December 23,2000 Will No. 21-01-0126 To the Register: I certify that notice of beneficial interest required by Rule 5 .6( a) ofthe Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 31, 2001: Name Address Carl P. Stewart Gladys L. Stewart Beatrice J. Johnson 192 Carlisle Road, Newville, P A 17241 928 Baltimore Road, Shippensburg, P A 17257 11883 Mongul Hill Road, Shippensburg, P A 17257 Notice has not been given to all persons entitled thereto under Rule 5.6(a). Date: . . hb J'f J )t?DP W"f..----~ Signature Name Richard L. Webber, Jr., Esquire Address 19 Brookwood Avenue, Suite 106 Carlisle, P A 17013-9142 Telephone (717) 249-5373 Capacity: Personal Representative ~::J -- -' ": r"o ,..0" ........ * . ~/ oK STATUS REPORT UNDER RULE 6.12 Name of Decedent: Zelda H. Stewart Date of Death: 12-23-00 Will No. 2001-00126 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 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: N/A 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: II /1 LII()~ -)'}4 ~ L;/, (,_ Signature Richard L. Webber, Jr., Esquire Name (Please type or print) 126 East King Street, Shippensburg, PA 17257 Address ( 717) 532-7388 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) . Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/05/2002 CARL P STEWART 192 CARLISLE ROAD NEWVILLE, PA 17241 RE: Estate of STEWART ZELDA H File Number: 2001-00126 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/23/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, MARY C. LEWIS REGISTER OF WILLS cc: J File Counsel Judge ~ '* /b-.}C6~/3 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT C+FiCAL USE O,~LY to L/ Rl\':i'loDEX.I'~') . COMMONWEALTH OF PENNSYLVAN~ OEPARTMENT OF REVENUE DEPT,280601 HARRI$BURG,PA 17128-0601 FI1.E NUMBER 21 01 0126 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 1 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Stewart, Zelda H. ~ z W Q W o W Q DATE OF BIRTH (MM-DD-YEAR) 196-14-0525 DATE OF DEATH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 12/23/2000 06/01/1917 REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I [gI 1. Original Return I 0 4 Limited Estate o 2. Supplemental Return o 4a. Fulure Interest Compromise (date of death after 12-12-82) I D 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required w ~ ~<", o~~ w~o ~ 0 0 ,00 6. Decedent Died Testate (Allach copy 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes o~~ ~m of Will) copy of Trust) - ~ < 0 9 Litigation Proceeds Received 0 10. Spousal Pove~,,~redit (date of death between 0 11, Ejection to tax under Sec. 9113(A) (Attach Sch 0) 123191and1-1-95 THISSECTIONMUSTBECdM~bETEP''''~LCORR.ES~ONDENCE AND CONFibeN'fI;.I.b+AXi\~~QRM/lI~IQ"!$~O~~OBE DIRECTEDT():. . . !)!"!' ,. AME COMPLETE MAILING ADDRESS Richard L. Webber, Jr., Esquire IRM NAME (If applicable) 19 Brookwood A venue, Suite 106 Law Office of Michael J. Hanft Carlisle, PA 17013-9142 ELEPHONE NUMBER 717/249-5373 - 1. Real Estate (Schedule A) (1) None (lFTIOJ\L USE OM..Y 2. Stocks and Bonds (Schedule B) (2) None ..., ! 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 418,057.55 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 104,238.70 z 0 Separate Billing Requested 0 ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 29,930.27 ~ (Schedule G or L) ~ ~ 8. Total Gross Assets total Lin s 1-7 (8)- .52 < o w ~ e 9. Funeral Expenses & Administrative Costs (Schedule H) 552,226 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (9) (10) 15,676.58 1,319.36 11. Total Deductions (total Lines 9 & 10) (11) 16,995.94 535,230.58 12. Net Value of Estate (Line 8 minus Line 11) (12) 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) (13) (14) 535,230.58 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 535,230.58 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ ~ ~ ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 0 S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 24,085.38 24,085.38 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. , ..!. .>'BE.S.~RElto,;.I.Nllli'Il$!AI.l.Q\lEStIi!lNsi~N!l\a\l~~ESllle il!JIill!I!El:HI'CI< MATH<< '. ::::;'iL Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 192 Carlisle Road TSTATE PA IZIP 17241 (1) 24,085.38 20,000.00 1,204.27 Total Credits (A + B + C) (2) 21,204.27 CITY Newville Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresVPenalty if applicable D. Interest E. Penalty Total lnteresVPenalty (0 + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BAlANCE DUE. (3) 0.00 (4) (5) 2,881.11 (SA) (5B) 2,881.11 Make Check to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;....... .............................. ...................... ~ I 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? ................ ............................................ ................................ 00 o o 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? .......................... .................................... .................... ................. Q 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, 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 pre parer other than the personal representative is based on all information of which preparer has any knowledge SIG~NA!l:aJ~RE OF PER:JSON 1hESPO~NSIBlE FOR FILING RETURN ADDRESS , 192 Carlisle Road Newville, PA 17241 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS-"-- .'ADDRESS 11883 Mongu1 Hill Road Shippensbmg, P A 17257 -.5"/1"-- J 0 I sj I J r;( TE I s/-do / /DAT 5>-(710; 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013 ,\.}!L! .,t,) ,I" 11 1. \! L ,ullll 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. 99116 (al (1.1)(i)]. 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. ~g116 (a) (1.1) (ii)]. The statute does not exemot 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%, except as noted in 72 P .S. ~g116 1.2) [72 P.S. 99t 16 (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. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stewart, Zelda H. I FILE NUMBER 21-01-0126 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Orrstown Bank - Certificate of Deposit #0010033932 10,545.44 2 Orrstown Bank - checking account #000310018 13,907.71 3 Waypoint Bank - Certificate of Deposit #8000055018 105,657.88 4 Waypoint Bank - Certificate of Deposit #8000053101 85,710.08 5 Waypoint Bank - Certificate of Deposit #8000055926 105,657.88 6 Waypoint Bank - Certificate of Deposit #8000055020 10,618.84 7 U.S. savings bonds (See attached Exhibit A) 85,387.33 8 Heinz Benefit Center - pension check 90.68 9 2000 Federal Income tax refund 481.71 TOTAL (Also enter on Line 5, Recapitulation) 418,057.55 . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stewart, Zelda H. I FILE NUMBER 21 - 01 - 0126 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Carl P. Stewart 192 Carlisle Road Son Newville, PA 17241 B Beatrice J. Jolmson 11883 Mongul Hill Road Daughter Shippensburg, P A 17257 C Gladys Stewart 928 Baltimore Road Daughter Shippensburg, P A 17257 JOINTLY OWNED PROPERTY: LETTER DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM DATE Include name of financial institution and bank account number DATE OF DEATH FOR JOINT MADE DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. I A,B 11105/1999 PNC Bank - Certificate of Deposit 57,194.32 33.33% 19,062.87 #31300170237 2 A,B,C 11/03/1999 Orrstown Bank - Certificate of Deposit 106,341.77 25% 26,585.44 #5060063945 3 A 11103/1999 Orrstown Bank - Certificate of Deposit 98,799.78 50% 49,399.89 #5060063946 4 C 11/09/1976 U.S. savings bond #D202713713E 2,128.80 50% 1,064.40 5 C 05/3111977 U.S. savings bond #D204338486E 2,097.40 50% 1,048.70 6 C 04/15/1976 U.S. savings bond #D202687809E 2,146.60 50% 1,073.30 7 B 03/18/1977 U.S. savings bond #D203916443E 2,134.80 50% 1,067.40 8 B 04/15/1976 U.S. savings bond #D202687807E 2,146.60 50% 1,073.30 9 A 11/09/1976 U.S. savings bond #M202731031E 3,507.60 50% 1,753.80 10 A 04/13/1977 U.S. savings bond #D203916445E 2,072.60 50% 1,036.30 11 A 04/02/1976 U.S. savings bond #D201468374E 2,146.60 50% 1,073.30 I , I I TOTAL (Also enter on line 6, Recapitulation) 104,238.70 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stewart, Zelda H. FILE NUMBER 21 - 01 - 0126 This schedule must be comDleted and filed if the answer to anv of questions 1 throuoh 4 on Daoe 2 is ves. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include lhe name of the transferee, lheir relationship to decedent and the date of transfer. DECD'S EXCLUSION TAXABLE VALUE NUMBER VALUE OF ASSET (IF APPLICABLE) Attach a copy of the deed for real estate INTEREST 1 Waypoint Bank - Savings Account #50267152 3,031.53 50% 1,515.77 2 Waypoint Bank - Certificate of Deposit #8000056365 62,828.99 50% 3,000.00 28,414.50 TOTAL (Also enter on line 7, Recapitulation) 29,930.27 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSlS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stewart, Zelda H. I FILE NUMBER 21-01-0126 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: I Fogelsanger-Bricker Funeral Home, Inc. 6,134.10 2 Lighthouse Restaurant - funeral meal 475.20 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State - Zip Year(s) Commission paid 2. Attorney's Fees Law Office of Michael J. Hanft -- Richard L. Webber, Jr., 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Carl P. Stewart Street Address 192 Carlisle Road City Newville State PA Zip 17241 Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 404.00 5. Accountant's Fees 6. Tax Return Preparer'g Fees 7. Other Administrative Costs I Valley Times-Star - legal ad 73.28 2 Cumberland Law Joumal- legal ad 75.00 3 Register of Wills - filing fee for inheritance tax retrun 15.00 TOTAL (Also enter on line 9, Recapitulation) 15,676.58 '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stewart, Zelda H. I FILE NUMBER 21-01-0126 Include unreimbursed medical expenses. ITEM NUMBER 1 Continuing Care RX DESCRIPTION AMOUNT 76.36 2 u.S. Treasury - Estimated tax payment made 1/15/0 1 for 2000 tax year 500.00 3 Pa. Department of Revenue - Estimated tax payment made 1/15/01 for 2000 tax year 125.00 4 Pa. Department of Revenue - 2000 personal income tax payment 618.00 TOTAL (Also enter on Line 10, Recapitulation) 1,319.36 '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stewart, Zelda H. I FILE NUMBER 21-01-0126 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE .. J. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Carl P. Stewart Son 1/3 of residue 192 Carlisle Road Newville,PA 17241 2 Beatrice J. Johnson Daughter 113 of residue 11883 Mongul Hill Road Shippensburg, P A 17257 3 Gladys Stewart Daughter 113 of residue 928 Baltimore Road Shippensburg, P A 17257 i Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ! , B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET .. TO: Richard L Webber, Jr. Law Office of Michael J. Hanft 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Zelda Stewart DECEASED DATE OF DEATH: December 23.2000 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 000310018 Zelda H. Stewart 06-01-73 13,894.92 12.79 (2) SAVINGS ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT 5060063946 TITLE OF ACCOUNT Zelda H. Stewart Zelda H. Stewart Beatrice Johnson or , Gladys Stewart or Carl Stewart Zelda H. Stewart Carl Stewart DATE OPENED 10-27-90 11-03-99 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 10,500.00 45.44 105,982.47 359.30 ACCOUNT NO. 0010033932 5060063945 11-03-99 98,465.97 33381 Date: 02-12-01 By: Wendv Bullock PO Box 250. Shippensburg, PA 17257 . (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com ~IWayRRi.pJ LOOK FOR U5. WE'LL GET YOU THERE. FEBRUARY 16,2001 MICHAEL HANFT 19 BROOKWOOD AVE SUITE 106 CARLISLE P A 17013 The information which you requested on the ZELDA STEWART DECEASED (Social Security Number 196-14-0525) is as follows. Account Number(s) 50267152 800005310IJ 8000055018 V Class of Account SAVINGS CERTIFICATE CERTIFICATE Date Opened 032200 112499 012900 Principal Balance 3026.98 85410.26 105258.64 Accrued Interest 4.55 299.82 399.24 Balance at Date of Death 3031.53 85710.08 105657.88 Account Ownership JTO SOLE SOLE Name of Joint Owner, if any CARL STEWART Date Ownership Was Established 032200 . 112499 012900 Additional Information Requested PLEASE COMPLETE W-9 P.O. Box 1711. HARRISBURG. PeNNSYlVANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646) . www.waypointbank.com \"1 WaYR.qi!lt LOOK FOR US. WE'LL GET YOU THERE. Account Number(s) 8000055020 J 8000055926J Class of Account CERTIFICATE CERTIFICATE Date Opened 121899 012900 Principal Balance 10581.06 105258.64 Accrued Interest 37.78 399.24 Balance at Date of Death 10618.84 105657.88 Account Ownership SOLE SOLE Name of Joint Owner, if any Date Ownership Was Established 121899 012900 Additional Information Requested PLEASE COMPLETE W-9 Slr;;;:;J?~~lL Ka~ rY. 'to..n;J (J Seni.cr <:ervices Rep. 8000056365 CERTIFICATE YES 68828.99 62828.99 JTO CARL STEWART YES }/~)..loo P.O. Box 1711, HARRISBURG, PENNSYlVANIA 17105-1711 Toll FrEe 1-866-WAVPOINT (1-866-929-7646) . www.waypointbank.com . ,Savings Bond Calculator CPah-)f rdJ ~tW Page 1 01"2 5 bond ... Instructions Close Window rn-/F I - Series Denomination Serial Number Issue Date II:.~on~s . .z.l $1~OO..._.d r/~ .. # Bonds Total Price Total Interest Total Value YTDI 40 539,900.00 564,618.33 5104,518.33 572 Issue Issue Interest Next Flna ~ Serial Number Date Series Denom Price Interest Value Rate Accrual Matnr d203916443e 03/1977 E $500 $375.00 $1,759.80 $2,134.80 6.00% 09/2001 03120< t/ ~d202687807e 04/1976 E 500 375.00 1,771.60 2,146.60 6.00% 04/2001 04/20' , ~202713713' 11/1976 E 500 375.00 1,753.80 2,128.80 6.00% 051200 I 11120' ~~ d204338486e 06/1977 E 500 375.00 1,722.40 2,097.40 6.00% 061200 I 06120' \j[' 20268780ge 04/1976 E 500 375.00 1,771.60 2,146.60 6.00% 04/2001 04120' ~ d2039 1 6445, 04/1977 E 500 375.00 1,697.60 2,072.60 6.00% 04/2001 04/20' Cy X d201468374e 04/1976 E 500 375.00 1,771.60 2,146.60 6.00% 04/2001 04/20' . ;' m202731031e 11/1976 E 1,000 750.00 3,507.60 4,257.60 6.00% 051200 I 1II20' \...:.. d8417047ee 09/1985 EE 500 250.00 399.40 649.40 4.00% 09/2001 09120 d8417045ee 09/1985 EE 500 250.00 399.40 649.40 4.00% 0912001 09120 d8101736ee 09/1985 EE 500 250.00 399.40 649.40 4.00% 0912001 09120 d 18553031 ee 04/1987 EE 500 250.00 289.60 539.60 5.50% 04/2001 04120 dOl0262448ee 03/1986 EE 500 250.00 386.60 636.60 4.00% 09/200 I 03/20 d8417046ee 09/1985 EE 500 250.00 399.40 649.40 4.00% 09/2001 09/20 dOl0262450ee 03/1986 EE 500 250.00 386.60 636.60 4.00% 09/2001 03120 m27346792ee 04/1987 EE 1,000 500.00 579.20 1,079.20 5.50% 04/2001 04/20 m17327624ee 09/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 09/2001 09120 vl043157ee 1II1986 EE 5,000 2,500.00 3,044.00 5,544.00 5.19% OS/2001 11/20 vOl043156ee 11/1986 EE 5,000 2,500.00 3,044.00 5,544.00 5.19% OS/2001 11120 m I 7327625ee 09/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 09/200 I 09120 m I 7327622ee 09/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 0912001 09120 m17327623ee 09/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 0912001 09/20 m20896144ee 12/1986 EE 1,000 500.00 608.80 1,108.80 5.19% 06/2001 12120 m20896143ee 12/1986 EE 1,000 500.00 608.80 1,108.80 5.19% 06/2001 12/20 v 1404664ee 04/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 04/2001 04/20 vl043158ee 1II1986 EE 5,000 2,500.00 3,044.00 5,544.00 5.19% OS/2001 11/20 x1351964ee 04/1987 EE 10,000 5,000.00 5,792.00 10,792.00 5.50% 04/2001 04120 xl351963ee 04/1987 EE 10,000 5,000.00 5,792.00 10,792.00 5.50% 0412001 04/20 x1355988ee 09/1987 EE 10,000 5,000.00 5,788.00 10,788.00 5.20% 0912001 09/20 hltp ;//www.publicdebt.treas.gov/servlellSBCPrice 3/15/01 . ,Savings Bond Calculator xl355987ee 09/1987 EE q247406154ge 02/1970 E q2481302061e 03/1970 E q2481307463e 05/1970 E q2533096523e 10/1970 E q2521061303e 09/1970 E q2508839120e 08/1970 E q250087979ge 06/1970 E d203430521e 02/1977 E q2467068061e 01/1970 E m20273I 030e 11/1976 E 10,000 5,000.00 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 500 375.00 25 18.75 1,000 750.00 http://www .publicdebt. treas.gov/servlet/SBCPrice 5,788.00 10,788.00 118.59 137.34 118.61 137.36 118.61 137.36 120.94 139.69 120.94 139.69 120.94 139.69 119.25 138.00 1,759.80 2,134.80 118.25 137.00 3,507.60 4,257.60 5.20% NA NA NA NA NA NA NA 6.00% NA 6.00% Page 2 of2 09/2001 09/20 02120 03f20 05/20 10/20 09/20 08/20 06/20 0812001 02/2() 01/20 OS/200 I 11/20' - Note NI Not Issued NE Not Eligible for Paymer ME Matured (Exchangeable MN Matured (Not Exchange 3/15/01 ~wlmD~~a~~ . I AT .... ......"".. _YIltttT, MI"_ WtUo "A' !m"" ~8S~~'1!>~ I ~ '" I.~ \." ;:~~g S R;tewart 14f:-~0525 a. Penna.. 17262 , .1 !! Carl p~rStewart" " ~~~;~:~J>~Il;;~~:~~~~_~~~~~,~,l~y i~2k~~+~=]l~., '( I J '"' .. ",,, ',--, ... :;O')~.. I' .. :..~:~:;;~::+~~~~ v"'fT_~...:'_. , ~ ~.'~'{~i. .~~~~!1B~if>>M.~~ ;>"-0. ~r~~ ,",;:;::=:-> _ .",.....",.,1: Oltt4lld.l.:.IIIIATUltIT'l'. HIUI~" Wtl..... ~"T, o. - ! m, ,.,,;,,~~, 197.Is:~=:';< "~~J!'J11:1..I'l~iMiJ'8,gIiJ:.(1)nTs,.}.~ I r~~~."" ., it~~~~-~:~-~~ ....:-_ -- - .;~.~ ~~ lih~ o~;:~j~~i:~ac~~'l;e"prt 19~~~-0525 if ~ !~:" ~", ~PA "\\~i I~i' ;;..~9;rl 'o,te',;~",c ' "-/- '"~. ~ _~~ ~ ",' fii;'Ci.', ,__..,__.~!.' ,j . i;:;cC~~__._ , --~.. - - '--~'--.' .-- I:;;:;:' .................--......--... . ..,,-...........-.,......... ~~.-:-~~~RrES-E \~; ::.~7:;,~,:;.._~.~ ~~~:::--, 020:: :< ; cd~ c:: ~:[~~~~~=~~;{;.::=~7:~~:~:-;=:;:;~~~~~ii~*~ ~.';".." "'I W " :... I oW: _ _: - ....,) '. I .- ~ ~ ;_..~._~'... ..~-;...;.:.;- '.~- '!1001~!.1J]]~~~fu~Q!f~m..IJ~i ..T THe 0..'40....1. ....TV..'" "c.cor ....ILI,. ~.." ml.'IB: l!l~!!fl'P.lJi.J)B.'(()'ms,.~~ffl 1"'-:) 196 14 0525 l-:rs. Zelda H. St.J,~' Or _i~( :';~ st~(', ., ..', ,,.~ Perin, ,. "4rda Carl Spnng P. Run, 17262 >.-~ . 'ISSV~T ..-' _~H!Clil$ ~'t"~ '.~.'/f~ ;f-:~:~~~~::S' . <~l\.F5~~~~.C ;:::;:i':-':';" :.:~::::?~:::::)Aii); ,ORfl$tOfM... .,': ,~~~ ;, ORRS'TO'WI'l~ f/!:"- ISSUE.pAiE ~..rCl'lls_r~rp"l'~. ''('"-'-I'.~ .!J t, ,~~)o;., April' 1976: .,t..Q,:;-f...., :-::::;:.i~;-- .oriol<'l\.;naelli) ..hp'R1~~f~i~ ;',-'- -'.\:; - :.,~::;'~~~~:;::~~:;::': ;05~~~~ :-i t ..- v: .. .. I!! '- IssuiI1A~-' -:~ WHleM lJ:;nl:liMfu,..,;'.. ~'.' (.~ -.:i1;~~'.7 Nov. 19?~':' ' ~I~"^,;::=::.."rdi.i.:'. I . .... ......... ~~1{1 ~i1l~~:~.:. , ..-, : ..-...--.....,...:.\ rmm~J~!lHJ!l(Df~ II'. .t..e 011'1."",," ..t"II'IU ..I...,.. till"'" P"" ~l\'~~!!I1~oon~~ Zelda S. Stewart 1~-0525 Spring Run ,~'T.." . ";' Penna. l7262.,.~..' ~\ or ";".../ ,. Gladys L. Stewart \b >i -'" '.~~'~ ~~. . ~-m:~I~~.JJ. :.D~py.]j~;~i~'~. 'iIiI~I.~m I I J.' ~y~~.@i~;;~_@~!tH~ -'-~" 'I 1 ~ . ..-. _......~~_ '~~._ "'T T...ll O"IG'......l.. """TV"ITt "'1l"C;0" Wll..L P"T ~~~_~ j" I,,,,, -E'''''',''. "". . v.":\"F!!J:m~rrm'lm~)]JroT'T~~'H~ ISSUE. DATE: . II ... '!i;.' ~-1::t:;..:.l~:___~ :.011_:.;;..0'" ~ WHIC;HISTHl!..'t<<~t_c''t'~r..' ~ ~ " <j.; . '\ ,.. .'.' .,... i ;!,. '''~ To Zelda S. o.te,.;a,.t i96-1'}-05:5 June - - '''77 ! ~ ,. .~. S?:,in: :.lJr.., ?.:'. 17267 -'Mot:iT-,..~:;=::,-~-..u".I-- !~. -or- YhP..;IO tl B~1I~ .~ G2..9.dys .st~":.;art .. l.........a "aE"'~ ~ !i . ~il!:*,"~ t~19J'7 ~- .> '. . \ ~~.. ." = ."_.."'~__..___o<.__..~__..__.,,.. ORRSfO?m'. fA .. ~.-- ._'ft~S.HIN<itON '.' (,pi" w:.,........._~_~""""'_~".". ...............................,.- :~h~::~FnU;.sE \~):::::;~.:::::,:;.._......~ ,::,':~j;;-- 0204338486[:_'. I~;:~:~~~~;;:i::=+:iii~~:~::":..: .. .:::~.;,-~-;-;-~~:.:~~.:.:~ii::i~ii;~~~~ :~.",,,, _'- '" ~~ ~. =< ~:t1l~15'i".u ::fDl(:~""'JP"~ i~~;P.l 'J.. ~. I. ';1 I, I ~ . rg1llm~J@1t1~~t1\~J!J@Mt!i1.!!c~ . ~ '; I I ,j m. / , -, - '0;:. ~ _ ,.t THe O..G1"'Al.. ,....TU"'1'l' HIEIIIt'O,. ""''''l.. P"... ~.~'-"""_.... -__9 ':<I".... ' " w"'. UIi\lt!'J:III~lK'II)'Jl<J~~Ti)'fr)n~n- ISSUE:DAte'.' tsr'i~~' :,- - ;.;.r,~:___~ ~~~~ ....l"tCH:3t!l:~MntP4't_9l:-:. ~k~'~' ,,~.><. 'to Zelda S. Stewartl.;9~14-0525 AP~..L~~~~~1:-- ~~' :.. Spring Run, Pa. 1726~~'! /(){rl1owr,'~?" ~ i ;' Gladys ~: Stewart.: ii~ ( APR" r5'~6 ~.. ~~., ~T""OT_ <.': . ih ~ 1 \. --I . I', . V' ".~ . . . . I" " ' ....-oR~OWlilo ~ ~~~. ~~. ~ a'. !.. ~~_.. T~ -~'- . . ~.~~, .. ....._..__._O~ uo<.......w__._ .' -- --. I", ...-- 'tIASH .jGTO~ (.N.. ...e......................._...... t1I.......__..._._ - - '.. :7~g...-:~..:..<..- E~) ==::.=,:............... ,~~-- 0 -- --.: It~~?:-:::~iU~S:.: :..... '~~~'~". _~ --: _'U~"~..::/:-... 2.02..?818.0'9J; ~ [f. . 0- ~ ,,",<..l-":"'-''-~ 1._ ...----~.--~~.'... ........:"--~.........- ._JoII___'.', -_.-_._-_.......-~-----~_.~. _....~.."'...."........~. -o-!..,.........caa;-..-..........."':r.I_ ~ 6;".~j,,'~:f,:~;;~~=!~~--m:.:'(' '.. ~.. ,~, ..,'I_-J '" 'of ,~,,,.... ,..,]>~~.~~,('O~~~~~:'S. __"'-___ _~_~_ ..~"!._..~.........."_......n..............."...................._......_............ ~~ '- ~_!o< ,-~~.~" ....... .......=--w~ .u~:...~,,- . -,. AT','"I "l."~ _TV,""" ,,'''CW ""'-.... '..". - . ~.' , . 'HT""'''''''I7''~~;''..:'''...''::. 'IDlPD._DR.~&\nal . ">~':'I"SU" t or . :<<" '., '';' _..l..,.~=~~=~ \. ' .....Cll). r~'... . ".....~';.S~;:':.~Z~f'~-"2'. .~I_. - Beatrice 'Johnson':'W:) : :, MIlDTIl::1O"I~~,). , .,,,,,,,,,~J,:~ I . QMd~'.~I..~ . /: :1i-}~.::~~tlt t' . "" .. ' ;.; ...~,. -.:J ' [~." " ((l' ::::-::"=--=--:::;:::' '. ",..:: -'-' : t~-t~WlI:;SE_)::'~7~..... _~820"~~!J l,fJ ~lltr':,,~""~""_-I"'T.fI~~'i'~g~:;~~~ ~~~~~~";J~~~'-~.m AT THe O"'~~".\" "'AT....""T1' l'l1.1t'EQ" 'WIU. ".Ill' ~~_....... ~--J7 ~~JI-'] llilrJ~gl~ll~"Q) Th.'(1ffGJl'A.~ w",',~ ~J.~;~~or / ~ . Zelda S. Stewart 196;~0525 April i~~t''''~:' ....~. Spr~ng Run Pa 17262.. -i.'O,w...-l-::::-C...i;....1.... ~ ' or' . .;~.' . /:Jii~ri'ltllk. a . Eeatrice J. Johnso:r(~<;':-'~ / ,_....<NT~... j ~[ '>f> \ AP.fUJ, ,161 /il" I ' " . l :'.: ' 'i ". ~'j.,J r \'eAAHOWl(~P~, S I~ ~ _.,;,tj4::~~' -~ ...,....u..__..__~ f: to;;.ot>,-4I'_.,___ ,.#. - _-~,::~ ':, ",,:.;.- ~A'H 'lOTo, . t~ J..............._.c_...___...... ....._........_..._._ '.. :l r~;.: --.>- ..-" 'E .W_: "'.....-.-...-............... :""":~--"'---- ". . _.1 II~~~~~~~~~: ~~~ '_ ~~~~.:.:,BK2~~~~~3..~.:~_~~~ ":",,,- >;~<",+~;l[~~~a~~'{''''''", ,-i. ~,.b ~:.. ,~," '.' ''';~~i:~+~~~~ "lH,",,- !c:-c:~:Jt::J.J. .L..;l' C:,J ~NL~HNK LIe V~~HRTMENT 412 705 0057 P.01/01 (;).PNCBAN< Decedent Reporting Firstside Center P7-PFSC-4-F 500 First Avenue Pittsburgh, P A 15219-3] 28 ISCP Mach 12, 2001 Richard L. Webber, Jr. 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013-9142 RE: Estate of Zelda Stewart, Deceased SSN: 196-14-0525 000: 12/23/2000 Dear Mr. Webber: Please find the date of death balances you have requested listed below. CERTIFICATE OF DEPOSIT #31300170237 Established 11/05/1999 ZELDA H STEWART CARL P STEWART BEATRICE JOHNSON 000 Balance: $56,997.14 + $197.18 accrued interest Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do ~ Financial Transactions or Statement Orders. For Further information please caU I-S00-4-BANKER or your local PNC Branch and ask to speak with a Financial Service, Representative. dJ~~~ Rachelle Sciullo 1-800-762-1775 A member of The PNC Financial Services Group PNC B.nk NA Pitt5burgh ""nn,ylv.ni. 15265 ----...., ....--. r ~ : c} e ~ n Oi z III I II1II1 f 0 :D "Tl 11: ii m 0 m m C'l :D o C'l m> ~ ;; -l <: -l C'l z El m :D G') Z lXl m 0 G') C 11: "Tl :D ~ :D 0 ;; 5 m "Tl r- Z ~ ~ j,> z 11: en In en > CD en "Tl Z - CD :D en l!~O-lO l!. - 11: -.9,>> z z o 0 ~ ~ m m :D :D "Tl "Tl C C Z z m m :D ~ ~ r- ::r ::r o 0 11: 11: m m ~ ~ :D \:;) III lI: ~ ~. i =. > ~ ~ ~ '0 fa ~ ~ DJ ~ ~ < 5' ~ IQ III :;) tit tit tit tit tit tit tit tit tit ~ ..,~ o. ~: ii ';:0 "" U :!.i Ul ~..l .g' !. .,;: c ~ ; ;;':;: g, ~.. "V !.~ ~ =~ i h~ ~f 1'_ & r !" ; III .~' "'-- < ' t..,S) g ~'~ !!: ," Q. -:'''i ~ ~..,. I . ,. ''''''- ~ ~ N ... ... 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