HomeMy WebLinkAbout01-0298
PETITION FORJROBATEand GRANT OF LETTERS
Estate of Thomas Tht1JSteigleman No. .;)\- Ol- ;)qg
also known as To:
IHoMAJ; -r: S-rt::JC,LCI'v1ArJ \ Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 1 71- 30- 7129 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(x), who ismrod8 years of age or older an the execut or
in the last will of the above decedent, dated Ma rc h 29
and codicil(s) dated n / a
named
,l9--2.L
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 4 Westminster Court
Carlisle PA 17013 ~o~ m.; cU\e\-o~~"""fJ
(list street, number and muncipality)
Decendent, then 61 years of age, died March 7 , ll9 2001 ,
~ Carlisle Hospital
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:
Decendent 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 Penpsylvania
situated as follows: nj a
$ ) I? 7 000
. "
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tamen tary
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
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Mark T~OSteigleman
3 Rloompr RORn
North Salem NY 10560
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF Cumberland j
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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~o. 21 - 01 - 298
Estate of
THOMAS T. STEIGLEMAN
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW March 19 }q8 200~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 29, 1994
described therein be adn~W~g~9,p~~bate and filed of record as the last will of
Thomas 'Sielgleman a/k/a Thomas T. Steigleman
and Letters Tes tamen tary
are hereby granted to Mark Thommeigleman
,
71fO(O' ~~~tJnlk~
MARY CLEWIS
FEES
Probate, Letters, Etc. .........
Short Certificates(4 ) . . . . . . . . . .
Renunciation ................
X-Pages
JCP
$ ;;>35.00
$ 1 ? . 00
$ I) . 00
$ 6 . 00
1).00
TOTAL _ $ ~6::l.00
. . . . . . .~~~~.~ . ! ~'" .~99.1. . . . . . . . . . . .
Patricia R. Brown
27474
ATTORNEY (Sup. Ct. 1.0. No.)
4 East Liberty Avenue
Carlisle PA 17013
ADDRESS
717-243-7922
Filed
PHONE
Letters picked up on 3-19-2001
21 - 01 - 298
RENUNCIATION
Theodore
THOMAS STEIGLEMAN
In Re Estate of deceased.
To the Register of Wills of
CUMBERLAND
County, Pennsylvania.
The undersigned
daughter, Susan E. Steigleman
of
the above ~ecedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
Ihomas
Mark Steigleman
be issued to
WITNESS
hand this 15 th day of March
, w 200~
,1 em
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(Address)
(Signature)
(Address)
(Signature)
(Address)
H105.80"J REV 9/R6
This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ file:d with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No. Date
2i- ~~,~~,~~
Fee for this certificate, $2.00
p
7247640
MAR :. 9 2001
<10S.:43R...2111 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
v...
SEX
.. Male
srRI '1lE NtJMI;lR
SOCIAl. SECURITY NUM8ER
s.l71 -30
DATE OF DEATH ,MoN'!. 01." ......,
March 7, 2001
.r
,
NAME Of DECEDENT IF"SI. MIdOIe.l_'
t. Thomas T. Steiglerran
AGE (la. Bitth08y) uNOER , yEAR
Monma D.ys
81RTHPlACE (C.tr aM
SWfe 01' Fa..grt CcunIry)
=.,10
61
Carlisle,PA
CQUNTYOfOEAl"H
Ie
Carlisle Hospital
MS DECE NT EVER tN DECEOENT'S EDUCATION
U.S. ARMEO fOf'K:ES?
....0 HoCX
White
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Cumberland
to.
DECEDENT'S USUAL OCCUPRION
trA-=:M::o~::~::f
ttL Su rvisor tt" Metal
OEc:etlENT'S WAtLING ADDRESS $... CIy/"t:Iwn. sw.. .lipCode)
4 Westminster Court
Carlisle, PA 17013
11.. Slate
Pll.
MAArTAl STATUS - MafriM
N.......arried.~.
--
,.. Widowed ,o.
"..~ .....__.. North Middleton
SURVMNG SPOUSE
tl WlIe. ~ m..oen rwnet
to.
FAntEA'S NAME (F'""1l. MiOcIe. Last)
to. Thomas T. Steigleman
~ORMAHrSNAME~~
Mark T. Steigleman
IotETHOO '''l'OSITlON
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Cumberland -' "..0 :::"'-::::'::::..
MOTHER'S NAME (First. Middle. M..., SufNrM)
t Beulah Yo
INFORMANT'S _AllllRESS(So....~ Slato.z;oC:-1
3 Bloomer Rd., North Salem,
PI.AC1E OF IltSPOSlTION. Homo"e-. "'- L
Of.".... ....
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IME Of DEATH DATE PRONOUNCED OEAD (Montt't. Day, 'l'Ur)
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21. HJn" I: EM.,. eN diM..... in;ur;ea or c:.ompiaIro. which caused lhe dut"'. CIa not .t'lI... the tI'lOM 01 dying, sue'" It cardiae Of r....alory arrut, shc)dc or Mart 'aikrr..
LiII 0l'I/Iy OM cauM Ol"l.adlline.
nb. 2:SC.
W\S CASE REFERRED TO ...eDK:AL EXAMlNEAlCOAONER1
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DUE 10 COR AS A CONSEQUENCE OF'):
OUE 10 lOR AS A CONSEOUENCE '*'
WERE AUlOPSY FINDINGS MANNER Of DEATH
~E PAIOAlO ~
COUPlETION OF CAUSE 0
OF DEATH' - Homicide
- 0 P'ndingl~11on 0
_0 NoD Suicide 0 Could noI till dtIl.nnlMd 0
DATE OF INJURY
(Ma1th. Cay, __)
TIME OF INJURY
eNJURY AT WORK? oeSCFUeE HOW IN.NAY OCCUAAED,
.... 0 NoD
M.
-MU)lCAL UAMINERlCOAONEA
On the b..le of ..aminatlon and/or Investigation, in my opinion, de.t" occurr.d allhe tlm., dolt., and place..nd due to the cause(.) Ind
3'a~."ner a. sta'M., . . , . . . . , , , . . . . . , . . . . . . . . . . . , . , . , , . . . . . . . , . . . . . . . . . . . , . . . . . . . . , . . . . , . . . . , , . . . . . . .. . . . . . . . . . . . . . . .
REGISTRAR'S StGNATURE ....ND HUM
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-CUlTIFYtNG II"KYSICtAM (PhySlO8f\cenetying cause ~ dlrllltl wtIerI..nol...... physic"" has prDr1OlJnc<<t deall'l ana completed nem 231
ToIhe__O'M,lII.~.de.ttlOCCurred"'''hc.UH(S)andmanne'a..tatecf,.,..,..,.,..............,..,.......,......,...,.... ,
...
PLACE OF INJURY. AI home. tann, street, tacuwy. otftce
buikInO. ..lSpecotv)
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-P'ft()MC)UNCINQ ANQaATIF'tING PHYSICIAH l~ boIh pronounclf'9oeat1\ andcertll"Y"lC)locaused ONrtll
To'" __ of MY IlM"''-dt''. d..'" occur"" at Ihe dine, d.,.. Ind plac.. .nod due 10 th. cauM(.) .nd manner.. llated
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, '
LAST WILL AND TESTAMENT
OF
Thomas Theodore Steig1eman
Dated: March 29, 1994
lailt 1mtill an~ Q[elltament
OF
THOMAS THEODORE STEIGLEMAN
I, Thomas TheodoreSteigleman, a resident of and domiciled in the State of
Connecticut, make, publish and declare this to be my Last Will and Testament, revoking
all wills and codicils at any time heretofore made by me
FIRST: I direct that the expenses of my last illness and funeral, the
expenses of the administration of my estate, and all estate, inheritance and similar
taxes payable with respect to property included in my estate, whether or not passing
under this will, and any interest or penalties thereon, shall be paid out of my residuary
estate, without apportionment.
SECOND: I give all my real estate to my wife Mary Jane Steigleman, if she
survives me.
THIRD: I give all tangible personal property owned by me at the time of my
death (except cash), including without limitation personal effects, clothing, jewelry,
furniture, furnishings, household goods, automobiles and other vehicles, together with
all insurance policies relating thereto, to my wife Mary Jane Steigleman, if she survives
me, or if she does not survive me, to those of my children Susan Steigleman and Mark
Thomas Steigleman who survive me, in substantially equal shares, to be divided between
them as they shall agree, or if they cannot agree, as my Executor shall determine.
FOURTH: I give all the rest, residue and remainder of my property
and estate, both real and personal, of every kind and wherever located, to which
I shall be in any manner entitled at the time of my death (collectively referred
to as my "residuary estate"), as follows:
(a) If my wife Mary Jane Steigleman survives me, to my wife
outright.
(b) If my wife does not survive me, then to those of my children
who survive me and to the issue who survive me of those of my
children who predecease me, per stirpes.
(c) If my wife does not survive me and there shall be no issue of
mine then living, I give my residuary estate to those who would take
from me as if I were then to die without a will, unmarried and the
absolute owner of my residuary estate, and a resident of the State
of Connecticut.
FIFTH: If any property of my estate vests in absolute ownership in
a minor or incompetent, my Executor, at any time and without court authorization,
may: distribute the whole or any part of such property to the beneficiary; or
use the whole or any part for the health, education, maintenance and support of
the beneficiary; or distribute the whole or any part to a guardian, committee
or other legal representative of the beneficiary, or to a custodian for the
beneficiary under any gifts to minors or transfers to minors act, or to the
p~'L's\.m .ur pcI.sons widl \vnom the beneiiciary resides to use for the beneficiary.
The receipt of the person to whom the distributioll is so made shall release my
Executor from any liability with respect thereto, even though my Executor may be
such person. If such beneficiary is a minor, my Executor may defer the
distribution of the whole or any part of such property until the beneficiary
attains the age of eighteen (18) years, and may hold the same as a separate fund
for the beneficiary with all of the po\vers described in Article SEVENTH hereof.
If the beneficiary dies before attaining said age, any balance shall be paid and
distributed to the estate of the beneficiary.
~f/ Sf
. ..
SIXTH: I appoint my daughter Susan Steigleman to be my Executor.
If my daughter does not survive me, or shall fail to qualify for any reason as
my Executor, or having qualified shall die, resign or cease to act for any reason
as my Executor, I appoint my son Mark Thomas Steigleman as my Executor. I direct
that no Executor shall be required to file or furnish any bond, surety or other
security in any jurisdiction.
SEVENTH: I grant to my Executor all powers conferred upon executors
wherever my Executor may act. I also grant to my Executor power to retain, sell
at public or private sale, exchange, grant options on, invest and reinvest, and
otherwise deal with any kind of property for cash or on credit; to borrow money
and encumber or pledge any property to secure loans; to divide and distribute
property in cash or in kind; to exercise all powers of an absolute owner of
property; to compromise and release claims with or without consideration; and
to employ attorneys, accountants and other persons for services or advice.
EIGHTH: If any beneficiary under this will and I die in a common
accident or under circumstances in which it is difficult or impractical to
determine who survived the other, such beneficiary shall be deemed to have
predeceased me.
IN WITNESS WHEREOF, I, Thomas Theodore Steigleman, sign, seal,
publish and declare this instrument as my last will and testament this 20 day
of March, 1994. I
~~"2{f~tf~,
The foregoing instrument was signed, sealed, published and declared
by Thomas Theodore Steigleman, the above-named Testator, to be his last will and
testament in our presence, all being present at the same time, and we, at his
request and in her presence and in the presence of each other, have subscribed
our names as witnesses on the date above written.
/
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residing at
Danbury, Connecticut
(13 iA'-f1~ ...~/1 t ~l'-e"V't
residing at
Danbury, Connecticut
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residing at
Southbury, Connecticut
AFFIDAVIT OF WITNESSES
STATE OF CONNECTICUT)
) 55.: Danbury
COUNTY OF FAIRFIELD)
Before me, the undersigned authority, on this day personally appeared
the undersigned, Guy L. DePaul residing at
Danbury, Connecticut
residing at
Beverly M. Crowe
Danbury, Connecticut , and Angela K. Welter
residing at southbury, Connecticut.
Guy L. DePaul, Beverly M. Crowe and Angela K. Welter
respectively, who being individually and
severally duly sworn, did depose and say that: The foregoing last Will and
Testament was subscribed in our presence and sight by Thomas Theodore Steigleman,
the Testator named therein. The undersigned witnessed the execution of said will
of Thomas Theodore Steigleman on the 29 day of March, 1994. At the time the
instrument was so subscribed, the Testator declared said instrument to be his
last will and testament. The undersigned thereupon signed their names as
witnesses at the end of said will at the request of the Testator, in the presence
of the Testator and each other. At the time of so executing said will, in our
respective opinions, the Testator was at least eighteen years of age, and was of
sound mind, memory and understanding, under no constraint, duress, fraud or undue
influence, and in no respect incompetent to make a valid will. In our respective
opinions, the Testator was able to read, write and converse in the English
language, and was not suffering from any defect of sight, hearing or speech, or
from any other physical or mental impairment which would affect his capacity to
make a valid will. Each of us was acquainted with the Testator, and we make this
affidavit at his request. Said will was shown to us at the time this affidavit
was made, and we examined it as to the signature of the Testator and our
signatures. Said will was executed as single, origin rument, and not in
counterparts. II '\, -
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11:; /04i;lLl'( ~".~
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sworn to
Welter
Subscribed, sworn to and acknowledged before me and subscribed and
before me by the said Guy L. DePaul, Beverly M. Crowe and Angela K.
as witnesses, this 29 day of March, 1994.
Michael R. Kaufman
Ii:~~
ltJc~x~~
Commissioner of the Superior Court
21 - 01 - 298
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
,
codicil /
/'
(each) a subscr. witness to the will presented herewith, (eacn) being duly qualified according to
/'
law, depose(s) and say /<'" present and saw
signed as a witness at the
the presence of each other) (in the presence of the
the testat , sign the same and t
request of testat_ in ~ ~ce an
other subscribing witness(r
Sworn to or a~ subscribed before
me this ... day of
~ 19
/ -
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Jo..C.K.I.L <:>~I jl~r(\~("\ / ~~A! ~ .s-;?;?/6L..~/>?Na/ ,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
THEY ARE familiar with the signature of THOMAS THEODORE STEIGLEMt\N
;t;Rot~H
will
testat~ of ~)OO()t~;:X~um;(MlO)ijg)(~XrX~~~XX(o( the
that
THEY
presented herewith and
:t~~i't>>X
believes the signature on the will is in the handwriting of
to the best of
THOMAS THEODORE STEIGI EMAN
THEIR
knowledge and belief.
Ciful/'C, 1
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( orne)
~~Z kY, . -;,p~,r] ..0'./~ /c?5~d
Sworn to or affirmed and subscribed before
me this 19TH day of
)1~ 01
(Name)
.? .2.-c"c?d~?' .;:2/). tIY. .5~<:!'.-? r}?.J':' /656<:::.)
-
(Address)
REV-1500EXI6-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
STEIGLEMAN, THOMAS T.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
3-7-01 4-21-29
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
./
OFFICIAL USE ONLY
/ '/-e2/g-6~
FILE NUMBER
2 1- 0
1
o 2
9 8
[!] 1. Original Return
D 4. Limited Estate
5U 6. Decedent Died Testate (Attach copy 01 Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date 01 death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copyofTrusl)
o 10. Spousal PoverI>J Credit (llale 01 lle;,1l1 between 12-31-91 aTl~ 1-1-95)
COUNTY CODE
NUMBER
YEAR
SOCIAL SECURITY NUMBER
171 - 30
7129
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (d~le 01 death prior to 12-1H2)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach SchO)
10 West Pomfret Street
Carlisle PA 17013
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x .12 (17)
x .15 (18)
(19)
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NAME
Patricia R. Brown
FIRM NAME (II Applicable)
COMPLETE MAILING ADDRESS
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TELEPHONE NUMBER
717 249-3024
",;", OFFICI L USE ONLY
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(8)
49,785.40
1, Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
43,735.00
6,050.40
(11)
(12)
(13)
68,375.95
(18,590.55)
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
m Separate Billing Requested
~nter.vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(7)
(14)
o
(6)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage LiabiliUes, & Liens (Schedule I)
(9)
(10)
10,454.22
57,921.73
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14laxable 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 141axable at collateral rate
19. Tax Due
20 [Xl
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
CITY Carlisle
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C ) (2)
3. InteresVPenaily if appiicabie
D. Interest
E. Penaily
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is 9reater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page! Line 20 to request a refund (4)
5. If Line 1 + Line 3 is 9reater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
IT-M_-"ll!""_._-1l1iIIirn~'i.~~"..n . ~'II' .;1"'11-1..'1 Illlr- _.u1 00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
...~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.... ..... ..........
b. retain the fight to designate who shall use the property transferred or its income;..
c. retain a reversionary interest; Of........ .
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? ..... .................... .... ............. .................. .
Yes
.........................0
............0
....0
o
o
.........0
No
IX]
IXI
IX]
IX]
[Xl
IXI
Under penalties of perjury, \ declare thai r have examined this return, induding acoompanyirlg schedules arid statements, and to the best of my knowledge am:! belief, if is true, correct
and complete.
Declaralion of preparer other than Ihe personal representalive is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSiBLE FOR FiliNG RETURN
DATE
ADDRESS
3 Bloomer Road, North Salem, NY 10560
SIGNATU~~_~~NR~E, ;G
ADDRESS ~
10 West Pomfret Street, Carlisle PA 17013
~1IlII.'l\1l!IlIllllI'l\1l!IlIllllI.jlllllllll&IlMIUllilUl..! lUll L. "J]' I L ur I II ..Il1 n.IIII1l1lIllll111"111IliII1I.l
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 (a) (1.1) (i)].
DATE
110:L/~~
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. 99116 (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 stepparentofthe child is 0% [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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.
IcH.tt _ill an~ <TIegtament
OF
THOMAS THEODORE STEIGLEMAN
I, Thomas Theodore.Steigleman, a resident of and domiciled in the State of
Connecticut, make, publish and declare this to be my Last Will and Testament, revoking
all wills and codicils at any time heretofore made by me
FIRST: I direct that the expenses of my last illness and funeral, the
expenses of the administration of my estate, and all estate, inheritance and similar
taxes payable with respect to property included in my estate, whether Dr not passing
under this will, and any interest Dr penalties thereon, shall be paid out of my residuary
estate, without apportionment.
SECOND: I give all my real estate to my wife Mary Jane Steigleman, if she
survives me.
THIRD: I give all tangible personal property owned by me at the time of my
death (except cash), including without limitation personal effects, clothing, jewelry,
furniture, furnishings, household goods, automobiles and other vehicles, together with
all insurance policies relating thereto, to my wife Mary Jane Steigleman, if she survives
me, or if she does not survive me, to those of my children Susan Steigleman and Mark
Thomas Steigleman who survive me, in substantially equal shares, to be divided between
them as they shall agree, Dr if they cannot agree, as my Executor shall determine.
FOURTH: I give all the rest, residue and remainder of my property
and estate, both real and personal, of every kind and wherever located, to which
I shall be in any manner entitled at the time of my death (collectively referred
to as my "residuary estatell), as follows:
(a) If my wife Mary Jane Steigleman survives me, to my wife
outright.
(b) If my wife does not survive me, then to those of my children
who survive me and to the issue who survive me of those of my
children who predecease me, ver stirpes.
(c) If my wife does not survive me and there shall be no issue of
mine then living, I give my residuary estate to those who would take
from me as if I were then to die without a will, unmarried and the
absolute owner of my residuary estate, and a resident of the State
of Connecticut.
FIFTH: If any property of my estate vests in absolute ownership in
a minor or incompetent, my Executor, at any time and without court authorization,
may: distribute the whole Dr any part of such property to the beneficiary; or
use the whole or any part for the health, education, maintenance and support of
the beneficiary; Dr distribute the whole Dr any part to a guardian, committee
Dr other legal representative of the beneficiary, or to a custodian for the
beneficiary under any gifts to .minors or transfers to minors act, Dr to the
pei'soil ~r persons'''1"l:11 ,.,horn the 'beneficiary resides to llse for the beneficiary.
The receipt of the person to whom the distribution is so made shall release my
Executor from any liability wi th respect thereto, even though my Executor may be
such person. If such beneficiary is a minor, my Executor may defer the
distribution of the w!101e or any part of such property until the beneficiary
attains the age of eighteen (18) years, and may hold the same as a ~eparate fund
for the beneflciary wit:h all of the pOIJers described in Article SEVENTH hereof.
If the beneficiary dies before attaining said age, any balance shall be paid and
distributed to the estate of the beneficiary.
/,"/1 Sf
. I ( /
SIXTH: I appoint my daughter Susan Steigleman to be my Executor.
If my daughter does not survive me, or shall fail to qualify for any reason as
my Executor, or having qualified shall die, resign or cease to act for any reason
as my Executor, I appoint my son Mark Thomas Steigleman as my Executor. I direct
that no Executor shall be required to file or furnish any bond, surety or other
security in any jurisdiction.
SEVENTH: I grant to my Executor all powers conferred upon executors
wherever my Executor may act. I also grant to my Executor power to retain, sell
at public or private sale, exchange, grant options on, invest and reinvest, and
otherwise deal with any kind of property for cash or on credit; to borrow money
and encumber or pledge any property to secure loans; to divide and distribute
property in cash or in kind; to exercise all powers of an absolute owner of
property; to compromise and release claims with or without consideration; and
to employ attorneys} accountants and other persons for services or advice.
EIGHTH: If any beneficiary under this will and I die in a common
accident or under circumstances in which it is difficult or impractical to
determine who survived the other, such beneficiary shall be deemed to have
predeceased me.
IN WITNESS WHEREOF, I, Thomas Theodore Steigleman,
publish and declare this instrument as my last will and testament
of March, 1994.
sign, seal,
this :;: if day
,...-'-, _./
(?eb/1/fV J 4~-,-J~7{' ,-f($jif;:JUI?-"
The foregoing instrument was signed, sealed, published and declared
by Thomas Theodore Steigleman, the above-named Testator, to be his last will and
testament in our presence, all being present at the same time, and we, at his
request and in her presence and in the presence of each other, have subscribed
our names as witnesses on the date above written.
')
,
11
,.'r>'k..,
/ f I
(-
residing at
/
Danbury, Connecticut
/f2. . '~)
i/;) I ~t1 Ij .' //'
/..-(, --L-<,.' ,
/)
l 2{'-I:-r.---f
~
residing at
Danbury, Connecticut
,...'\ '"
/} '///('.. K fl') t~'
( /\_1 ~)\...- /..-..... _ _ ... ...",t/ L-L-...
residing at
Southbury, Connecticut
"",,'''''','',9''.'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
STEIGLEMAN, THOMAS T.
FILE NUMBER
21-01-0298
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2000 Ford Explorer (Gold) 19,835.00
2. 1998 Ford Explorer 14,500.00
3. 1999 Skyline 302 Mobile Home 9,400.00
TOTAL (Also enter on line 5, Recapitulation) $ 43 , 735 .00
(If more space Is needed, Insert additional sheets of the same size)
REV.,.."."." .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
STEIGLEMAN, THOMAS T.
FILE NUMBER
21-01-0298
H 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.
Mark T. Steigleman
3 Bloomer Road
North Salem NY 10560
Son
B.
Susan E. Steigleman
123 Heatherwood Drive
Brookfield CT 06804
Daughter
c.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PRoPERTY . %OF DATE OF DEATH
lTEM FOR JOINT MADE Include name of~nancial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held re<ll estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 6/14/ 9 Orrstown Bank Account $9,887.68 50% 4,943.84
(Checking # 106000916)
2. B. 8/9/9 Union Savings Bank 2,213.13 50% 1,106.56
(Checking)
TOTAL (Also enter on line 6, Recapitulation I $ 6,050.40
(If more space is needed, insert additional sheets of the same size)
(see attached)
$".,. 5JU/INBS 1M.
April 13, 2001
Patricia R. Brown
Liberty Left
4 East Liberty A venue
Carlisle, Pennsylvania 17013
Re: Thomas Steigleman Accounts
Dear Attorney Brown
The information that you reguested on the accounts ofMr. Steigleman
He had a Checking account with a co-owner Susan Steigleman . which
Was opened in August 9. 1993.
This account was closed on March 27th, 200 I for the amcunt of (1,058.23)
At the time of death the Account Balance was (2,213.13). This account is
A non-interest bearing account.
There was no other accounts in his name.
1fT can be of any other assistant to you, Please do not hesitate to call on
Me.
Enclosed is my business card.
Xi c.> erely:
;S
LV
Irene Rotella
Administrative Assistant
226 MAIN STREET. P. O. BOX 647 . DANBURY, CONNECTICUT 06813-0647 . (203) 830.4200/FAX (203) 792.1169
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FROM
FRX NO.
COHMONWEAL,TW OF PENNSYL"'ANIA
DFP^RTMENl OF REVENUE
BUREAU OF INDIVIDUAL TAXES
D~T. 280601
HARRI$8UR~, PA 17128-0601
*'
rNFORMATrON NOTreE
AND
TAXPAYER RESPONSE
FILE NO. 21 01-0298
ACN 01125423
DATE 05-16-2001
!ftV-15_$ElAFPU9-'Ol
Jul. 23 2001 07:26RM P3
TVPE
EST. OF THOMAS T STEIGLEMAN
S.S. NO. 171-30-7129
DATE OF DEATH 03-07-2001
COUNTY CUMBERLAND
MARK T STEIGLEMAN
4 WESTMINSTER CT
CARLISLE PA 17013
OF ACCOUNT
o SAVINGS
iii CHECKINI
o TRUST
o CERTIF.
RE"lT PA Y"ENT AND FOIlrtS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ORRSTOWN BANK has provided tho DllIp&rt...,t with the infol"'fi'tion Ibtad bolOW whic:h haG been used in
calC~lating the potanti~l tax au.. Their records indicate that at the d8~th of the abo~e decedant, ~ou ware 0 joint ownerlbenefjcla~ of
this account. If ygu feel this infor~tlon is incorrect, plaasa obtain .ritten correction ~roa tho finanei~l in5titution, attach a coPY
to thb fa'" and return it "to ~ above eddA:i$. T"is account 19 taxable it'! aCl:Oorcktnce ...ith tl'te Inheritance 18)( Law!:: of thCI Cc>>Nlonlfealth
'Of I'anrn;;YhDnie. Quenlc:ls'.DY be an5wlllr~d by ~il.ing 1-717) 7&7-3327, .'. - ~..,""
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Aeeount No. 106000916 Ilete 06-14-1999
Esiabl.i.shod
Account Balance
Percent Taxable.
A.ount Subject to Tax
Tax Rate
Pot.nt1.1 Tax Due
~
9,956.20
50.000
4,978.10
.15
746.72
~
T<<;II insure prC)p8r credIt to YOu" 8c;c;ount, t.o
(2) copIes of this notice 1IU~'t: &.cCOIIp8ny YClUr
pav.ent to the Regl~'t:Q" of Wills. Moke chack
P8yable to: "Ragirier of WUh, o\96nt-.
NOTE: If "tax P8:t1lent6 ere .alSe within three
, (3) .onths of thll decildllnt'ljl date of death,
you 1Ie:1 doduct . 5~ c1i::tCount of the tax due,
AnY inheritance t~x due will DeCOme delinquent
nine (9) .onths aftGI'" thll date of deuth.
PART TAXPAYER RESPONSE
[I) i~__~_r~;jUf.~~'f4!Ri~~~~!~~~~Bit~!"it1~!J';J,'il"_fi'iJ!jJr~~~~~ri~1
... _......,...__._..._._....._..,.........._..._""...,..~."".,.'..,.'~......'~"'"'' .............., .....~. . .... ,. -....... -.... ....... ....,.. ._.,_..,.._--_._..._-,_...,~.'_....,...,...,_....
"....'........,.~. ~. '... .". ..... ,..... .,...... .......-...,..
. . ,. .................-.........-.-.., .-.-.. .-.. .... .. .... .... . .... .........................-.. '"...-...-...- ............ . -.... .- . .. "','" ......
[CHECK ]
ONE
BLOCK
ONLV
A. D The abewo Itlfo...aUon 1md ti:lx due is correct.
1. You .ay choose to re.it pe~.on't: to thG Aegi~tGr o~ Wjll~ with two copies of this notice to obt8in
;;a disr:ount Qr avoid interestl or you I18Y Chock be)! "A" iUlr:l ntllrn this; notice to the Register of
Wills and an offie1.1 i1$S8SliIIent will be issued by 'tI\8 PA Dopartllant of RIlIVanulA.
8. 0 The above asset has been or will be report.ed end tax p.id with thIlI PllInnsylvania Inheritance T8)( ,..ot.urn
t.o be tilGd by thQ dGcodont'$ representative.
c. ~ The: above inforw8tian i~nc::orr4ct OJnd/or ctebt$ and CleductIon:t ",.ra pt,tid by you.
You mist co~l.te PART ~ andIOI'" PART [!] billow..
PART If you indicate a different tax ratel please state your
~ relationship to decedent; .5 D N
TAV D~TIID'" ~~r"lI
LINE 1. ~t. Established
2. Account Balance
3. Percent Taxable
4. Amount $ubj.~t to Tax
.5. Debts ..nd DedUctions
6. Amount Taxable
7. T:ax Rate
8. Tax Due
OF T.y.n.....!~LJ:IWST-A.
1
i
3
4
!i
6
7 X
J.j. ::J- o~,
( S'G~ bc.-,4;:
st-,,"-.f.:= ~+
(Nf/~<~~
e
DEBTS AND DEDUCTIONS CLAIMED
PART
[!]
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL CEnter on line S of Tax eo.put~tion) $
per.iurY~ :r: declare that- i:he facis I have reported above are trueJ correct and
I1Y knowledge and belief. HOME ( )
~u'r f~ ~'-- WORK (717 ) o?i/ '1 -3C>2)i
Under ~enaliies of
complete to the best of
~~ Y2' ~'YV
,
,,,,.,,,m.,,.,,,w
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
STEIGLEMAN, THOMAS T.
FILE NUMBER
21-01-0298
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELA,IONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
ATTACHACQpYOFTHEPEEDFOR REAl ESTATE. 'lfP-.PPlICt\SLE\
NUMBER VALUE OF ASSET INTEREST
1. Prim_erica Shareholder Services
(2 accounts)
Account iF 105176363 22,742.02 100%
Account iF 130222659 54,151.61 100%
(See attached statement with receipts
FOR INFORMATIONAL 'PURPOSES ONLY
PLEASE BILL SEPARATELY
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG. PA 17128-0601
'*
No.AA 4781 7 4 AEV-,162 EX 111-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
BROWN PATRICIA R
4 E. LIBERTY AVENUE
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
$2,046.78
FOLD HERE FOLD HERE -
ESTATE INFORMATION: I
FILE NUMBER
21-2001-0298 SSN 171-30-7129
NAME OF DECEDENT &AST~ ~RSTb (Mil
STEIGLEM N HOMAS T EO ORE
DATE OF PAYMENT
3/19/2001
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
3/07/2001
n..", " ,~ "" -'HI'
REMARKS
C/O PATRICIA R BROWN ESQUIRE
CHECKI* 2
SEAL
TAXPAYER
$2,046.78
TOTAL AMOUNT PAID
DO
.
RECEIVED BY 9;'i'q~ e ~~ /J.L-<.J
MARY C. 5 ',/ y~ ' ~
REGISTER WILL~~~~~-' ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
'*
No.AA 4 7 81 7 5 REV-1162 EX (1196)
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
BROWN PATRICIA R
4 E. LIBERTY AVENUE
101
$3,249.72
CARLISLE, PA 17013
FOLD HERE FOLD HERE _.
ESTATE INFORMATION: I
FILE NUMBER
21-2001-0298 SSN 171-30-7129
NAME OF DECEDENT (lAST) (FIRST) (MI)
STEIGLEMAN THOMAS THEODORE
DATE OF PAYMENT
3/19/2001
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
3/07/2001
MAKK I 01 I"IH"
$3.249.72
TOTAL AMOUNT PAID
DO
C/O PATRICIA R BROWN ESQUIRE
CHECKl* 1
SEAL
RECEIVED BY
MARY C. L-
REG I STER v
(. ~_/ u
~ I LLS ~.4'--EJ
~
REMARKS
T f,XPA YER
. ...
PRIMERICAJ
SILillEHOLDER SERVICES
A member of cltlgroup
For Shareholder Service
P.O. Box 9662, Providence, RI 02940-9662
1-800-544-5445
Monday through Friday 8 a.m, to 8 p.m,
Spanish Speaking 1-800-544-7278
TDD 1-800-824-1721
MS. BROWN
4 EAST LIBERTY AVE.
CARLISLE, P A 17013
January 3,2002
RE: Account Number - 105176363 & 130222659
Dear Ms. Brown:
Recently, you contacted us regarding the value of the above referenced account numbers
as of 3-7-01. Per you request we have provided the share balance and NA V of each fund
listed below, as of3-7-01:
105176363
GRIBX - 1,493.239 shares @ NA V of$15.23/share
130222659
ACEMX - 378.949 shares @NAV of$47.67/share
ACENX - 1321.779 shares @ NA V of$14.90/share
ACEOX - \163.421 shares@ NA V of$14.09/share
Should you have any further questions, please do not hesitate to contact our Customer
Service Center at 1-800-544-5445. Our representatives are available Monday through
Friday between the hours of9:00 a.m. and 9:00p.m. Eastern Standard Time.
Sincerely,
vJi'i0
Daniel J. Kaminski
Investor Services Specialist
Primerica Shareholder Services
Enclosure
PFS400
LOT 0]
REV-1511 EX+ (12-99)
-&t1-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
STEIGLEMAN, THOMAS T.
FILE NUMBER
21-01-0298
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman
Roth Funeral Home $6,160.00
(includes death certificates)
Open and Close Grave 975.00
St. Matthew's - for service 100.00
Country Butcher - food after service 181. 32 7,416.32
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s}/EIN Number of Personal Representative(s)
Street Address
City State ~~ Zip
Year(s) Commission Paid:
2. Attorney Fees Patricia R. Brown, Esq. 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant n/a
Street Address
City State __ Zip
Relationship of Claimant to Decedent
4. Probate Fees Probate Petition, Short Certs, etc. 263.00
5. Accountant's Fees
6. Tax Return Preparer's Fees (State, local and federal) 22 5.00
Robert T. Peyton, CPA, Brewster NY 10509
7. Postage for Tax Returns - certified mailings 19.90
8 . Estate checks - Orrstown Bank 30.00
TOTAL (Also enter on line 9, Recapitulation) $ 10,454.22
Debts of decedent must be reported on Schedule I
(If more space is needed, insert additional sheets of the same size)
REV.1512tX-(1-97)
ESTATE OF
_.X~.
. d~'
~ -".
.-, ~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-01-0298
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
STEIGLEMAN, THOMAS T.
Include unreimbursed medical expenses.
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
DESCRIPTION
Trailer Lot Rent (March & April 2001 @ $240/mo)
(4 Westminster Court, Carlisle)
2000 Ford Explorer - Payoff to Mellon Bank
1998 Ford Explorer - Payoff to Orrstown Bank
2000 Pa. Income Taxes: Pa Dept. of Revenue
2000 Federal Income Taxes: IRS
National City loan on trailer
(P.O. Box 5570, Cleveland OH 44101)
# 5732541228 (Balance owed after sale of trailer)
(see attached)
PP&L - final bill
Water
Verizon Wireless
Sprint
AMOUNT
480.00
19,910.30
13,116.53
398.00
2,904.00
20,753.03
83.62
36.07
226.69
13.49
TOTAL (Also enter on line 10, Recapitulation) $ 57,921.73
(If more space is needed, insert additional sheets of the same size)
National City
Consumer Loan Services
National City Bank
Consumer Loan Services
P. O. Box 5570
Cleveland, OH 44101-0570
12/19/01
PATRICIA BROWN
ATTORNEY AT LAW
4 EAST LIBERTY AVE
CARLISLE, PA 17013
Re: Thomas Steigleman estate
Acct #1466515732541228
Dear Ms. Brown;
This letter is to advise you that National City Bank has completed the sale of the 1999 Skyline Mobile
Home which secured the above referenced loan. The home was sold for $9,400.00, and there remains an
unpaid balance on the loan of$20,753.03. PleaSe advise our office regarding the estate's intentions toward
this balance. Thank you for your assistance.
Sincerely;
~~ir4
. Matthew Maruca
Recovery Specialist
800-622-4097 x41769
Notice: See Reverse Side for Important Information
REV-1513 EX+ (9-00.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
STEIGLEMAN, THOMAS T.
FILE NUMBER
21-01-0298
1.
RELATIONSHIP TO OECEOENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Mark T. Steigleman Son
3 Bloomer Road
North Salem NY 10560
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
50%
2. Susan E. Ste~eman
123 Heatherwdod Drive
Brookfield CT 06804
Daughter
50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15DD COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
TOTAL OF PART I1- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15DO COVER SHEET $
(II more space is needed, insert additional sheets of the same size)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
THOMAS T. STEIGLEMAN
Date of Death:
MARCH 7, 2001
Will No.
21-01-0298
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
SUSAN E. STEIGLEMAN, 123 HEATHERWOOD DRIVE, BROOKFIELD CT 06804
MARK THOMAS STEIGLEMAN, 3 BLOOMER ROAD, NORTH SALEM NY 10560
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
n/a
/
Date:
3-30-01
\..?~:"'- ) ~ ~~
Signature
Name Patricia R. Brown
Address 4 Eas t Liberty Avenue
Carlisle PA 17013
Telephone (71 ~ 243 - 79 2 2
Capacity: _ Personal Representative
;\( Counsel for personal representative
/ ~, ~..:2 / P '-0'~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
L. .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
.0""
L
I-lAY -3
'\,11 :;: 1
PATRICIA R BROWN
10 WEST POMFRET ST
CARLISLE P('; pOl3
Cl"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-06-2002
STEIGLEMAN
03-07-2001
21 01-0298
CUMBERLAND
101
'*
REV-1547 EX AFP C01-021
THOMAS
T
Allount Rellitted
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
43.735.00
6.050.40
76.893.63
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-E3f-AFP--foY:02Y-NOYicE--OF-YtiHEififAifci-TAx-jrpPRA-isEiiENT~--Ail-owAirci-(jR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEIGLEMAN THOMAS T FILE NO. 21 01-0298 ACN 101 DATE 05-06-2002
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. 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/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
10,454.22
57.921.73
Ul)
(2)
(3)
(4)
(9)
UO)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
(8)
126.679.03
68.:UIi 95
58,303.08
.00
58,303.08
NOTE: 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
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(5) .00 X 00 = .00
(6) 58,303.08 X 045 = 2,623.64
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(9)= 2,623.64
... ........ ...........-. r+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
03-19-2001 AA478174 107.73 2.046.78
03-19-2001 AA478175 23.45 3,249.72
TOTAL TAX CREDIT 5,427.68
BALANCE OF TAX DUE 2,804.04CR
INTEREST AND PEN. .00
TOTAL DUE 2,804.04CR
· 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.)
REV-1470 EX (~8)
.. 4 '* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrs NAME FILE NUMBER
Steigleman, Thomas T. 2101-0298
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1,2 These two accounts have been added into the estate per correspondence dated
04/19/2002.
ROW
Page 1
-
\, /6-c2/R-Q'
. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-!i07 EX AFP 101-02)
;r'
},
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-20-2002
STEIGLEMAN
03-07-2001
21 01-0298
CUMBERLAND
101
THOMAS
T
PATRICIA R BROWN S JU, 2. \
10 WEST POMFRET ST
CARLISLE PA 17013
Allount Rellitted
CV',
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6ifj-E3f-AFP--foY:02y-----...--iNiiERITANCE--;:A3f-STATEME-ti;:-O-F'-ACrCouiff--...---------------------
ESTATE OF STEIGLEMAN THOMAS T FILE NO. 21 01-0298 ACN 101 DATE 05-20-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-29-2002
PR I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
2,623.64
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-19-2001 AA478174 107.73 2,046.78
03-19-2001 AA478175 23.45 3,249.72
04-30-2002 REFUND .00 2,804.04-
TOTAL TAX CREDIT 2,623.64
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
. ! -.. f""" ,,""
i Ip ..- .d./ / -D
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
Rec~RTM61\Qf280601
~~~uJ:~hY~!~A 17128-0601
L' ~
70
November 28,2001
111 NOV 30 P 3 :20
Telephone
(717) 787-3930
FAX (717) 772-0412
Patricia R. Brown Esq.
Liberty Loft
4 East Liberty Ave.
Carlisle, Pa. 17013
Clerk-C
CumberJan CJ C:O., PA
Re: Estate of Thomas T. Steigleman
File Number 2101-0298
Dear Mr Brown:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before June 7,2002. Because Section
2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s)
will be granted that would exceed the maximum time permitted.
,~,~
..,:/"
SincerE;Jy,
///0f~
,/ ./
~.' . .~' :>-~..-',/;1
,; "/ '''''//1/ f.L7. ,J 11,
..' ''-'i.-w'I'..- "/-~
Jeffrey D. Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF THOMAS T. STEIGLEMAN
(File No. 21-01-0298)
KN OW ALL MEN BY THESE PRESENTS, that WHEREAS, Thomas T. Steigleman, late of Carlisle,
Cumberland County, Pennsylvania, deceased, died testate on March 7,2001, having fIrst made his Last Will and
Testament, which was duly executed on March 29, 1994, and is duly recorded at the Register of Wills in
Cumberland County, Pennsylvania.
WHEREAS, the said Thomas T. Steigleman, by the aforesaid Last Will and Testament, named Mark
Thomas Steigleman, as Executor of said Last Will and Testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the Register of
Wills of Cumberland County, Pennsylvania, to the said Executor, hereinafter called personal representative;
WHEREAS, the said personal representative has gathered the probate assets of the estate of the said
decedent and the said assets consist of only personal property; to a total value of $49,785.40, as set forth in
Exhibit A, which is a statement of account of the said personal representative, and which is attached hereto and
made a part hereof, and marked Exhibit A;
WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate,
amount to $68,375.95, leaving no balance for distribution, also as set forth in the statement of the said personal
representative, which is attached hereto and marked Exhibit A;
WHEREAS, the following is a list of all known unpaid creditors, said creditors having been informed
by letter of the insolvency of the estate, and the amount of their claims, which will not be paid due to said
insolvency:
Name Amount
National City Bank (1999 Skyline Mobile Home)
$ 20,753.03
NOW, THEREFORE, KNOW YE, that we, Mark Thomas Steigleman and Susan E. Steigleman, the
heirs under the Last Will and Testament of the said decedent, and being those persons entitled to inherit under
said Last Will and Testament, do hereby each of us, acknowledge that due to the insolvency of the estate, there
are no funds for distribution;
Page 1 of 4
AND, each of us does hereby stipulate that in order to avoid the expense and time involved in the filing
of a formal account and schedule of distribution, we each agree that no filing of an account is necessary.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the said
personal representative, Mark Thomas Steigleman, his heirs, executors, and administrators and assigns, of and
from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever
for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of
the said decedent.
~ITNESS
WHEREOF, we have hereunto set our hands and seals this i2.- day of
,2002..
Witness:
~~H~/6~
.~ ;?u /L---
MARK THOMAS STEIGLEMAN
,~~~
./ SUSAN E. STEIGLE N
(SEAL)
(SEAL)
ST ATE OF NEW YORIZ
SS.
COUNTYOF tvffSTWi5S~e..-
On this, the /t day Of.,j../-:!:ft ' 2002, before me, a notary public, the undersigned
officer, personally appeared Mark Thomas telgleman (known to me or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that he executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
/2-4x{.I'~ ~~'=-
Notary Public (
ROSEMARIE BANZA
NOTARY PUBLIC STATE OF NEW YORK
NO. 01BA484683 QUALIFIED WEST. CO.
COMMISS!ON EXPIRES MAY 31.~
~
Page 2 of 4
STATE OF CONNECTICUT
COUNTY OF 4~;!eg
SS.
On this, the j5T day of PVC;Jsf" , 2002, before me, a notary public, the undersigned
officer, personally appeared Susan E. Stelgleman (known to me or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
N~~ ~~
WENDY E. P,t\GE
NOTARY PUBLIC
MY COMMISSION EXPIRES JAN. 31,2007
Page 3 of 4
EXHIBIT "A"
STATEMENT OF ACCOUNT
OF
MARK THOMAS STEIGLEMAN. Executor
ASSETS:
1. Personal Property:
Checking Account (Orrstown Bank)
Checking Account (Union Savings Bank)
$ 4,943.84
$ 1,106.56
2. Vehicles:
2000 Ford Explorer
1998 Ford Explorer
1999 Skyline Mobile Home
$ 19,835.00
$ 14,500.00
$ 9,400.00
TOTAL ASSETS
DEBTS and DEDUCTIONS:
1. Deductions:
Funeral Expenses
Administrative Costs
Total Deductions
$ 7,416.32
$ 3,037.90
$ 10,454.22
2. Debts:
Trailer Lot Rent
2000 Ford Explorer - Payoff
1998 Ford Explorer - Payoff
2000 Pa. Income Taxes
2000 Federal Income Taxes
National City Trailer Loan
Miscellaneous Utilities
Total Debts
$ 480.00
$ 19,910.30
$ 13,116.53
$ 398.00
$ 2,904.00
$ 20,753.03
$ 359.87
$ 57,921.73
TOTAL DEBTS and DEDUCTIONS
Balance for Distribution to Heirs:
HEIRS:
Mark Thomas Steigleman, Son
Susan E. Steigleman, Daughter
Page 4 of 4
$ 49,785.40
$ 68,375.95
None
($18,590.55)
(Yi/
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: THOMAS T. STEIGLEMAN
Date of Death: March 7, 2001
Will No.
21-01-0298
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:
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 X No . Filed Family Agreement August 6, 2002
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes 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: 8/8/02
\p~.}yf ~Y0
Signature
Patricia R. Brown
Name (Please type or print)
10 West Pomfret Street
Carlisle PA 17013
Address
(717) 249-3024
Tel. No.
Capacity:
Personal Representative
X Counsel for personal
representative
(MAH:rmf/AM3)