HomeMy WebLinkAbout01-0371
PETITION FOR PROBATE and GRANT OF LETTERS
EstateojJ')Sci).h ..J. ~~AA.J'k No. ~/-OI-37/
also known as ' To:
Deceased.
/ 7(, -,~k ,c1<-1~3
Register O~lls for the
County 0 'rn bc.~/ A .-..) l ( in the
Commonwealth of Pennsylvania
Social Security No.
The petition of the undersigned respectfully represents that:
. Your peti~ioner(s), who is/are 18 years of age or o~n the e?,ecutrf? I,X .
In the last wIll of the above decedent, dated -1 c td; /'7? b <..:...,1:=>.- ICj) I q Cj' /
and codicil(s) dated
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decenden , then
at I;.:l..-+ ~ (:- c.. I ( (, -
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:
, '~~GC') / ,
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 Pennsylvania
situated as follows:
$ /-:-*'--'C)
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tamen ta ry
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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OATH OF'PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1- ss
COUNTY OF Cumber' Ann J
The petitioner(s) above-named swear(s) or affirm(s) that the st~tements in the foregoing petition are
true and correct to the best of the knowledge and belief of p~ er(s) and tha 'personal represen-
tative(s) of the above decedent petitioner(s) will we~1 and ~ydmi~.e tate accor~ing to law.
Sworn to or affirmed and subscribed ' <-.<=A /~ / . .~ L C1l~"--"'-/C- Cf)
before me this 9 t h day of ~.
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No. 21-2001-371
Estate of
Joseph J. Stefanik
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW April 10th l~x 20Q1h consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 19th.1991
described therein be admitted to probate and filed of record as the last will of
Joseph J. Stefanik
and Letters Testamentary
are hereby granted to Ruth A. Stefanik
FEES
91/#711 ~/H~~PV~
Register Wills Ma y C. Lewis ~
II
f.
Probate, Letters, Etc. .........
Short Certificates( 2) . . . . . . . . . .
Renunciation ................
x-Pages (2)
JCP
$ 25.00
$ 6.00
$
$ 6.00
TOTAL _ $ ,.00
. .~I),:r; .i.1. .l O.tb".2 O.Q l. . $~2...00. .
A TIORNEY (Sup. Ct. 1.0. No.)
ADDRESS
Filed
PHONE
MkILErr. LETTERS AND ORDER TO EXECUTRIX
: 1
[, j,
'f", th,lt the information here (~iven is correctly copted from an original certific~te of death dl~Y filed with
is to cert! , < "] 'fi " t' willl)c forw'lrded ro (he Srate Vital Records Office for permanent 1 mg.
Registrar. The ongma cern led <- vv <
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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me as
P 7353328
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Fee ttlr rhis certificate, $2.00
Local Registrar
APR 0 ;S 2001
No.
Dare
21-2001-371
Hl05.144 Rev. 1/91
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
TYPE/PRINT
IN
PERMANENT
BLACK INK
?J
SEX
2. Male
STATE FILE NUMBER
SOCiAl SECURITY NUMBER
3. 176-28-9433
DATE OF DEATH (Mon\l1, Day, Year)
4, March 30. 2001
g~ily)D
12.
17..State Pennsvlvania
Did
dececlent
live in a
Cumberland lownsh.p? 17d.o ~~;':~~t:~\i~~OI
MOTHER'S NAME (Firsl M,ddle. Ma>den Surname)
19, Florence Tatarawicz
INFORMANT'S MAILING ADDRESS (Street. CilylTown, Slale, Zip COde)
2~.1424 Bradley Dr., Apt 314, Carlisle, PA 17013
PLACE OF DISPOSITION. Name or Cemetery, Crematory LOCATION. CitylTown, Slalo. Zip Code
Ch~;I~S Evans Crematory
21c,
MARITAL STATUS. Married
Never Married, Widowed,
Divorcod (Spec,ly)
14.Married
17c.~ Ves,docedenllivedin North
RACE - American Indian, Btack, White, ete
(Spec,ly)
10. wHITe
SURVIVING SPOUSE
(It Wife, give maiden name)
WAS DECEDENT EVER IN
U.S. ARMED FORCES?
Vo. iii No 0
A, Martin
twp.
17b. Counl
city/boro
LICENSE NUMBER
22b. 013364-L
To the best of my knowledge, death occurred at the time, date and place staled
(S,gnalure and nle)
23b. 23<<:.
WAS CASE REFERRED TO MED9L EXAMINER/CORONER?
Ve.~ NnD
28.
!~r;~i:~een PART II: ~~~:~I~~~~;:r:=~:::=i~~~~ ~~~t
i onset and death
22c.
24. M. 25.
27. PART I: Enter the diseases, injurtes Or comphcahons whtch caused the death. 00 not enter the mode of dying, such as cardiac or respirator; arrest, shock OJ heart failure
LIst only one CIIuse on each line.
prx. DATE PRONOUNCED DEAD (Monlh, Day, Year)
March 30. 2001
H ertensive Cardiovascular Disease
DUE TO (OR AS A CONSEOUENCE OF):
DUE TO (OR AS A CONSEOUENCE OF):
DUE TO (OR AS A CONSEOUENCE OF):
d.
WERE AUTOPSV FINDINGS
AVAILABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
Homicide
Coroner
MANNER OF DEATH
Natural
~
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o
DATE OF INJURV
(Mon\l1, Day, Year)
TIME OF INJURV
INJURV AT WORK?
Vo.D
No 0
Accident
Pending Investigation
Could not be determined
210. 28b.
CERTIFIER (Check only one)
'CERTIFYING PHYSICIAN (PhYSoCian certt'y'"9 causo of death wilen another physicran ha. pronounced death and completed Item 23)
Tothe_tolmyknowleclga._thoc:cvnMI_lothecllUM(.'OIIdmon.........Ied........................ ...............
Suictde
29.
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'MEDICAl EXAMINER/CORONER
On tile bule of examination ettdIor Inveatlgellon, In my opinion. deeth occurred etthe time. date. end piece, end due to the c.u.e(.) .nd
_.....ted................................................................................................. .
31..
REGISTRAR'S SIGNAfURE AND NUMBER
10 P IOIJ\rT
DATE SIGNED (Month, DaX Year)
31c. 31d. March 3u. 2001
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
(Item 27) Type or Print Michael L. Norris, Coroner
~ 6375 Basehore Road, Suite H1
~ n Mechanicsburg. Pa, 17050
DATE FILED (Month. Day, Year)
'PRONOUNCING AND CERTIFYING PHVSIClAN (Physrcran bolh prOOOUf1C'ng death and cerllfy,ng to cause of death)
Tolhe_to'myknowleclga._occunMIellhe_,_,.ndp_..ncIduetolhec.o-<.I.IId_'...teled........,........ .
34.
01
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LAW OFFICES OF
STEPHEN J. HOGG
401 E. LOUTHER STREET
CARLISLE, PA 17013
WILL OF
JOSEPH J. STEFANIK
21-2001-371
I, JOSEPH J. STEFANIK, of Carlisle, Cumberland County,
Pennsylvania, declare this to be my last Will and hereby revoke
all prior wills and codicils.
1. I direct that all my just debts, funeral expenses, grave-
marker and administrative expenses shall be paid from my residuary
estate as soon as practicable after my death.
2. I direct that all inheritance, estate, transfer, success-
ion and death taxes of any kind whatsoever which may be payable by
reason of my death shall be paid out of my residuary estate.
3. I direct that my entire estate be distributed as follows:
A. I leave my entire estate of whatever nature and wherever
situate to my wife, Ruth A. Stefanik, should she survive
me.
B. Should my spouse predecease me, I then give all of my
estate to be divided equally among my sister, Joyce
Geiger, and my three brothers, Eugene Stefanick, David
Stefanik, and Michael Stefanik.
C. Should my sister or any of my brothers predecease me,
then that share shall pass to his or her children equally.
4. I appoint my wife, Ruth A. Stefanik, as Executrix of this
my last Will. If she should predecease me or cease to act in such
capacity, I name my sister, Joyce Geiger to so serve.
5. The Executrix of this Will shall have the power to distri-
bute my estate in kind or in cash, or partly in either.
6. I direct that no Executrix acting under this Will shall be
required to enter bond in any jurisdiction.
of
(\IN .WITN,ESS WHEREOF, I have hereunto set my hand this 19dday
tJ:gf'l ~.. 'YYl.~'1.. , 1991.
~~~
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J S PH . STE IK
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LAW OFFICES OF
,TEPHEN J. HOGG
401 E. LOUTHER STREET
CARLISLE, PA 17013
,
"-
The preceding instrument consisting of this and one other
page was on the day and date hereof signed, published and declared
by JOSEPH J. STEFANIK, as and for his last Will in the presence of
us, who at his request, in his presence and in the presence of each
other have subscribed our names as witnesses hereto.
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LAW OFFICES OF
STEPHEN J. HOGG
401 E. LOUTHER STREET
CARLISLE, PA 17013
".
ACKNOWLEDGEMENT
Commonwealth of Pennsylvania
ss
County of Cumberland
I, JOSEPH J. STEFANIK, the testator whose name is signed to the
attached or foregoing instrument, having been duly qualified accord-
ing to law, do hereby acknowledge that I signed and executed the in-
strument as my last Will; that I signed it willingly and as my free
and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before
STEFANIK, the testator, this J9.:d:-. day of .~('
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AFFIDAVIT
Commonwealth of Pennsylvania
ss
County of Cumberland
c' fJJ Co
We, FREDa/a s- LEIss; and '- )(A,..SCI/J ' 4ru~r,
the witnesses whose names are signed to the attached or foregoing in-
strument, being duly qualified according to law, do depose and say that
we were present and saw the testator sign and execute the instrument
as his last Will; that the testator signed willingly and executed it
as his free and voluntary act for the purposes therein expressed; that
each subscribing witness in the hearing and sight of the testator signed
the Will as a witness; and that to the best of our knowledge the testator
was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
t '-'1". -11, /.) A .1 h__.P'. /L
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witnesses,
this
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CERTIFICATION OF NOTICE UNDER RULE 5.6iill
Name of Decedent: J 0 s e p h J. S t e fan i k
Date of Death: Mar c h 30, 200 1
Will No.
Admin. No. 200 1 - 0037 1
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 07 / 2 0 / 0 1
Name
Address
Joyce Geiger
219 Pennsylvania Ave., Reading, PA 19606
David Stefanik
220 Columbia Ave., Reading, PA 19605
Michael Stefanik 1841 S. Mountain Drive, Sinking Springs, PA 19608
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Tho mas S t e fan i k ,
Stephanie Stefanik and Cindy Runge - addresses unknown
. Signature
Date:
07/20/01
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Name Stephen J. ,Hogg, Esquire
Ad,dress 19 S. H a n 0 v e r S t r e e t, S t e. 1 0 1
Carlisle, PA 17013
Telephone (7 1 Y
245-2698
Capacity: _ Personal Representative
~~unsel for personal representative
INVENTORY
Estate of Joseph J. Stefanik
No.21
01
0371
Joseph J. Stefanik
, Deceased
Date of Death 03/30/2001
Social Security No. 176-28-9433
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Stephen J. HOQQ, Esquire
Ruth A. Stefanik
1.0. No.:
36812
Address: 19 S. Hanover Street, Suite 101
Carlisle
Dated 08/17/01
PA 17013
Telephone: 7172452698
Description
TD Waterhouse Acct.#: 438-29536-1-2
Value
6,203.47
Total
(Attach Additional Sheets if necessary)
6,203.47
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFfCIAL USE ONLY
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FILE NUMBER
21-010371
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Stefanik Jose h J.
DATE OF DEATH (MM.DD-YeCl")
DATE OF BIRTH (MM.DD-Year)
03/30/2001 04/20/1936
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
socw. SECURITY NUMBER
176-28-9433
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOQAL SECURITY NUMBER
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00 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (AlIachcopyof'Val)
o 9. Litigation Proceeds Received
o 2 Supplemental Return
o 4a. Future Interest Compromise (date of deatt1 aftef 12-12-82)
o 7. Decedent Maintained a Living Trust (AlIach copy ofT/ust)
o 10. Spousal Poverty Credit (dale ~ dealh b<<ween 12-31-91 and 1-1-95)
o 3. Remainder RetlJrn (dale ofdealh prior to 12-1J..82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AlIachSchO)
ni$$SC11QNlIililti'ilECO~m~atiRI!_~NfiAijtAitIiii~t16i\I~Ill!fblilEll!ili!OTOi?
NAME COMPLETE MAILING ADORESS
Ste hen J. Ho Es uire 19 S. Hanover Street, Ste. 101
FIRM NAME I' App""''')
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TELEPHONE NUMBER
7172452698
Carlisle
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule OJ (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6 JOintly Owned Property (Schedule FI (61
D Separate Billing Requested
7. Inter-Vlvos Transfers & Miscellaneous Non-~robate Property (7)
(Schedule G or L)
8. Total Gross Assets {total Lines 1-7}
15. Amount of line 14 taxable at the spousal ta"
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
PA 17013
I OFFICIAL USE ONLY
6,203.471
,
72,568.43
0.00 I
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g. Funeral Expenses & Administrative Costs (3chedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(8)
6,203.47
6,904.07
14. Net Value Subject to Tax (line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSl SIDE FOR APPLICABLE RATES
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X 0_ (16)
X 12 (17)
X 15 (18)
(19)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(11)
(12)
(13)
6,904.07
0.00
(14)
0.00
20 D
""""""" ''''.'''''',.,,,,,ili'li(.,,SI!!SURE?FO,ANSWERi'AIili',QUESTtONSrONJ ~evJ!1fl!lli:tSIDl!!'Il\ID'RECHeeK:,MAl'f[i,<iin?,"""..'
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ecedent's Complete Address:
STREET ADDRESS . ,
1424 Bradlev Drive #0-314 .
aT'! I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1 Tax Due (page 1 Une 19)
2. CredilslPaymenls
A. Spousal Poverty Credit
B. Prior Paymenls
C. Discount
(1)
0.00
Total Credils (A + B + C) (2)
3. InterestlPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty (0 + E ) (3)
4. If Une 21s !1eater than Une 1 + Une 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. Irline 1 oj. Une 3 is QTeater than line 2. enter the difference. This is the TAA DUE. (5)
A. Enter the Interest on the tax due. (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58)
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;. ............................................ 0 l&J
b. retain the right to designate who shall use the property transferred or ils Income;......... ............................ 0 l&J
c. retain a reversionaryinterest;.or........ ..................... ................. ............ 0 l&J
d. receive the promise for life of either payments. benefits or care?........ ..................... .................. .. 0 l&J
2. If death occurred after Decernber 12, 1982. did decedent transfer property within one yoar of death
without receiving adequate consideration?.. ........ 0 l&J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death2.. 0 l&J
4. Did decedent own an Individual Retirement Account. annuity. or other non.probate property which
contains a beneficiary designation?. ............... ................................. ............................ l&J 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.
this retum, incudin9 accomp~ng schedules and statements, lI'ld to the best of my knowedge and beief, rt is true, correct and comple1e.
latiw is based on aU mforma;tion of v.tIich preparer has any kr'lowSdge.
OR FILING RETURN D TE
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SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
1 g S. Hanover Slreel, Sle. 101
For dates of death on or after July 1, 1994 and before January 1. 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving apeuse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exernet a transfer to a surviving apeuse from tax, and the statutory requirements for disclosure of assets and fifing a tax return are still applicable even if
the surviving apouse 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 al 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)J.
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has alleast one parent in common with the decedent, whether by blood or adoption.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAJ( RETURN
T ENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Stefanik Joseoh J
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 01
0371
ITEM
NUMBER
1.
DESCRIPTION
TO Waterhouse Acct.#: 438-29536-1-2
VALUE AT DATE
OF DEATH
6,203.47
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is neeced, insert additional sheets of the same size)
6203.47
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY -OWNED PROPERTY
ESTATE OF
Stefanik. Joseoh J.
If an asset was made johrt: within one year of the decedenfs date of death, It must be reported on Schedule G.
FIlE NUMBER
21 01
0371
SURVIVING JOJNTTENANT(S) NAME
RELATIONSHIP TO DECEDENT
ADDRESS
A. Ruth A. Stefanik
B
c
1424 Bradley Drive #D-314
Carlisle. PA 17013-1267
Cumberland County - Deed #: 33R/947
.
Spouse
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %DF DATE OF DEATH
ITEM FOR JOINT MADE InclJde name of fll"lanc:ialinstitution 1M bfW'\k account number or simi'w iderrtif)ing number. Atta::n DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed fOfjointtpr-hek:l rea/estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. Real Estate - 1424 Bradley Drive #D-314 52,760.00 50. 26,380.00
Carlisle, PA 17013-1267
Cumberland County - Deed #: 33R/947
A. Vanguard High-Yield Corporate Fund 23,929.74 50. 11,964.87
Acct.#9875965672
A. American Century 12,781.46 50. 6,390.73
Acct.#970-032302066
A. Quick & Reilly 2,842.29 50. 1,421.15
Acct.#219-20236-18 PB 584
A. Treasury Direct 5,146.88 50. 2,573.44
Accl.#4800-101-3193
A. Vanguard Prime Money Market Fund 40,188.92 50. 20.094.46
Acct.#9843033921
A. M&T Bank 1,476.67 50. 738.34
Checking Accl.#882070
A. 1996 Saturn SL2 5,000.00 50. 2,500.00
A. Social Security Death Benefit 255.00 50. 127.50
A. Social Security Burial Allowance 100.00 50. 50.00
TOTAl (Also enter on line 6, Recapitulation) S 72 568.43
(If more space is needed. insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Stefanik, Joseph J.
21
01
0371
Page 1
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF 08\TH
ITEM FOR JOINT MADE !ncl.lde name of fina"lCial institution and bank aa:;:ount number or similar identifying number_ Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deedforjoint~-hel:l real estate VALUE OF ASSET INTEREST DECEDENT'S INTERES
A. First Catholic Slovak Ladies Association 655.87 50. 327.94
Death Benefit
SUBTOTAL SCHEDULE F.2 327.94
GRAND TOTAL SCHEDULE F-2 $ 72,568.43
T
~":"~-('."..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VlVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
ESTATE OF
Stefanik Joseoh J.
FILE NUMBER
21 01
0371
This schedule must be completed and filed jf the answer to any of questions 11hrough 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM NCl.UDEiTHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODfCEDEHT~TlEDATEOFTIWlSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACHACOPYQfTl-EDEEOFORREALESTATf. VALUE OF ASSET INTEREST
(lFAPPI.ICAIlLE)
1. Ruth Stefanik - spouse 12,781.46 50. 0.00
American Century Acct.#970-032302066
2. Ruth Stefanik - spouse 2,842.29 50. 0,00
Quick & Reilly Acct.#219-20236-18 PB 584
3, Ruth Stefanik - spouse 5,146.88 50. 0.00
Treasury Direct Acct.#4800-101-3193
4. Ruth Stefanik - spouse 40,188,92 50. 0.00
Vanguard Prime Money Market Fund Acct.#9843033921
5. Ruth Stefanik - spouse 23,929.74 50, 0,00
Vanguard High- Yield Corporate Fund AccI.#9875965672
TOTAl (Also enter on line 7, Recapitulation) $ 0.00
_"."".".n..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21 01
0371
Stefanik. Joseoh J
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Gallman-Sonoski Funeral Home, Inc. 2,403.00
.
B. ADMINISTRATIVE COSTS:
1. Personal Representativ,"s Commissions
Name of Personal Representative (s) Ruth A. Stefanik 300.00
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 1424 Bradley Drive, #0-314
City Carlisle Slale PA Zip 17013
Year(s) Commission Paid
2. Attorney Fees Stephen J. Hogg, Esquire 500.00
3. Family Exemption: (If decedent's address is 1'101 the same as cfaimanfs, attach explanation) 3,500.00
ClaImant Ruth A. Stefanik
Street Address 1424 Bradley Drive, #D-314
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Spouse
4. Probate Fees 42.00
5. Accountant's Fees 52.00
6. Tax Return Preparer's Fees
7. Mailing Fees 28.07
8. Auto Title Transfer 54.00
9. Inventory and Tax Return 25.00
TOTAL (Also enter on line 9, Recapitulation) $ 6 904.07
(II more space is needed, insert additional sheets of the same size)
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
IN RE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
JOSEPH J.
STEFANIK
ORPHAN'S COURT DIVISION
NO.: 21-01-0371
FIRST AND FINAL ACCOUNTING
Of the Estate of Joseph J. Stefanik, Deceased, Late of,
Cumberland County, Pennsylvania.
Filed on behalf of Ruth A. Stefanik, Executrix
Date of Death:
Letters Testamentary Granted:
March 30, 2001
April 1 0, 2001
Letters Advertised:
Cumberland County Law Journal: 11/02/01, 11/09/01, 11/16/01
Sentinel: 10/29/01, 11/06/01, 11/12/01
Accounting filed:
ACCOUNT FINAL AS OF:
December 31, 2001
LAW OFFICES OF
STEPHEN]. HOGG
19S.HANOVERSTREET
SUITE 101
CARLISLE. PA 17013
IN RE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
JOSEPH J.
STEFANIK
ORPHAN'S COURT DIVISION
NO.: 21-01-0371
Purpose of the Account: Ruth A. Stefanik Executrix of this
Estate files this Accounting to acquaint interested parties with the
transactions that have occurred during his execution.
The Account also indicates the proposed distribution of the
estate.
It is important for the Account to be carefully examined.
Requests for additional information or questions or objections can be
discussed with the undersigned Attorney for the Estate.
Stephen J. Hogg, Esquire
19 S. Hanover Street, Suite 101
Carlisle, PA 17013
(717) 245-2698
Attorney for Estate
LAW OFFICES OF
STEPHEN}. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
RECEIPTS OF PRINCIPAL
STOCKS & BONDS
TD Waterhouse Acct.#: 438-29536-1-2
TOTAL GROSS ASSETS
$ 6,203.47
$ 6,203.47
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
DISBURSEMENTS OF PRINCIPAL
ADMINISTRATIVE EXPENSES
Gallman-Sonoski Funeral Home, Inc. $ 2,403.00
Personal Representative $ 300.00
Attorney fees $ 500.00
Family Exemption $ 3,500.00
Probate fees $ 42.00
Advertisement:
The Sentinel $ 90.59
Cumberland Law Journal $ 75.00
Accounting (Est.) $ 52.00
Mailing Fees $ 28.07
Auto Title Transfer $ 54.00
Inventory and Tax Return $ 25.00
TOTAL EXPENSES AND DISBURSEMENTS
$ 7,069.66
TOTAL GROSS ASSETS
$ 6,203.47
NET ESTATE AMOUNT FOR DISBURSEMENT
$
0.00
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
VERIFICA TION
I Ruth A. Stefanik, do hereby verify that I am the Petitioner herein, and
that the facts set forth in the aforegoing Petition to Settle an Estate are
true to the best of my knowledge, information and belief, upon
information supplied. I understand that false statements herein are
subject to the penalties of 18 Pa. C.S.A. ~4904, relating to unsworn
falsifications to authorities.
Date: 1-09-u~
~~
Sworn to or affirmed and subscribed to before me by witnesses,
this 91l-t day of j ~f'u.A.I d ' 2002.
\Cj~t~Q - R~
Notary Public;
My Commission Expires:
G. -_.....~~..-."....-_..
Notarial Seal
Oebra E. Flyte. Notary Public
North Middleton Twp., Cumberland County
M~~:r~';on Exp;res June 17, 2002
Memtlw. f'81.f1sj'!\fanla Association ot Notaries
LAW OFFICES OF
STEPHEN]. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Joseph J.
Stefanik, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date: I-OCJ-o~
LAW OFFICES OF
STEPHEN J. HOGG
19S.HANOVERSTREET
SUITE 101
CARLISLE. PA 17013
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Joseph J.
Stefanik, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
I ~ I' - 02
Date: t7
Df2~J~
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Joseph J.
Stefanik, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date:
h
. _ ~lCHAEL STEFANI /
LAW OFFICES OF
STEPHEN J. HOGG
19S.HANOVERSTREET
SUITE 101
CARLISLE, PA 17013
c
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Joseph J.
Stefanik, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date: ~i ~c2
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Sl'ATUS REPOn.T UNDER RULE 6.12
Name of Decedent:
Joseph J. Stefanik
Date of Death: 03/30/2001
Will No. Admin. No. 21-01-00371
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
representati ve 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
B. The separate Orphans' Court No. (if any) for the
personal representative's Account is:
C. Did the personal representative state an ~c~~nt
informally to the parties in interest? YesY~~_
D. Copies of receipts, releases, joinders ahd approvals
of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to
this report.
Date:
08/14/02
/'
Si,g atur1 /' ,
Stephen J. ~qq, Esquire
Name (Please type or print)
19 S. HanOVer St., Ste. 101,
Address Carlisle, PA 17013
( )
Telephone Number
Capacity:
Personal Representative
X
Counsel for personal
representative
RW-23
.(