HomeMy WebLinkAbout09-04-15 (2) J 1505614134
���,.,�F�,
REV-1500 OFFICIAL lISE ONLY
BureauoflntlivitlualTaxes CounryGatle Year FileNumber
po eox zaoso� INHERITANCE TAX RETURN z � � 5 0 4 7 6
H � b pn ntza-osm RESIDENT DECEDENT
ENTER OECEDENT INFORMATION BELOW
Social Sewri�y Num�er Ddt¢Of Dea�h MMODYYYV Oate 01 BiRh MMDDVYri
0 2 0 5 2 0 1 5 1 1 2 0 2 0 1 4
DacadenPs Last Name Suffx DecetlenCs First Name MI
STI ME L I NG EVE L YN N1
(If Applicable)Enter Surviving Spouse's Intorma[ion Below
Spouse's Last Name Su�x Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1.Original Retum � 2.Supplemental Retum � 3.Remaintler Ra[um(da�e of dealh
Priorto 12-13-82)
� 4.Hq�iculNre Exemp�ion � 5. FUNre Interest Compmmise(tlate o( � 6. FeCeral Esta�e Tax ReWrn Requiretl
(tlateolOeallonorafter]4-2012) tleathafter12-02-82)
a ��(ADtlatli mpy�ofwll,�estate ❑ 8.De�cEeNn�tYM�(�Wi,neC a Living Trusl � 9.Total Number ot Sa(e Deposit Boxes
� 10. Litigation Proceetls Receivetl � 11.Non-Pmbate Transferee Retum � 12. DeferreVElection of Spousal Tmsis
(ScheEule F and G Assets anly)
❑ 13. Business Assets ❑ 14.Spouse is Sole Beneficiary
(No Vust involveE)
CORRESPONDENT-iN15 SELTION MIISi BE COMPLETEO.ALL CORRESPoNDENCE RNO LONFIDENTIpL TA%INFORMATION SMOULD BE DIRECTED T0:
Name �aylime Telephone Num�er
J I L L M W I N E K A E S Q U I R E 7 1 7 2 3 4 4 1 7 8
First Line of Atltlress
1 7 1 9 N O R T H F R O N T S T R E E T
Sewntl Line of Address
City or Post Offce State ZIP Cotle
H A R R I S B U R G P A 1 7 1 0 2
Correspondent'se-mailatldress: fWIflEk8n4 [Ikh.COfi1
� � REGISTEF OF WILLS 0�5�ONLY �
n 3l '
�REGISTEROFWILLSOSEONLY C O 1 � �
EFlLED,MT_ODYYW J �
�� �J p
V �
� '�
S
�� OATE FILED STA�
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PLEASE USE ORIGINAL FORM ONLV ' -� �� �
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Side 1
L IIIIIIIII'IIIIIIIIIIIIIIIIIIIIIIIIIII�II�Illlllll'llllllllll
1505614134 1505614134 �
��
� 1505614234
�"���(F�) DacetlanPs Sodal SecurXy Number �.
o,�a«,r.x.�: EVELYN M. STIMELING
aecnv�tuunoN
1. Real Eefate(ScheEule A) ..._........................ .. ............ 1. , .
2. SlocMs and Bonds(SMetlub B) .. ............... ... ..... ...... ....... 2. •
3. Gioaery Mep Coryoretion,Partnership or Solo-ProprietoBhip(5cnetlula C) ._. .. 3. •
4. Motlpagev and Noles RecerveblB(SCheGule U) .............. ... ... . ... . . 4. •
5. Cesh,Bank�epoails anE Mixelleneom Personal PropeM(Sctretluk E).._._ 5. 3 4 2 0 5 , 9 0 .
6. Jointly OwneE PmpeM1y(Sdiedule F) ❑ Separato Billinp Repues�etl ....... e. 3 7 7 4 5 , 0 2 �-
]. Inter-Yrvoe Transfars&Miswllaneous Np�Probate Piaqxly �
(Schedule G) U Sepaiab Billing RapueabE ....... 7. 4 1 2 5 , � 0
8. Total Gross bseb(totel Linu 1 ihrough� ............. ..... .. . ..... . 8. � 6 0 � 5 . 9 Z ..
9. Funeral Expansea aM Admmistretiva CastS(Sc�atluk M -...-.. .-...- . 9. 7 1 2 6 1 . 2 0 .
10. DeEb M�acetlent,Mortgage LiaEilRiea,enE Liena(ScheEuk I) . ............ 10. 9 6 z . B � '
i�. romi oeaucuw,.(�aai unes s ena io) .... ......... ...... ...._...... i i. 1 2 2 2 4 . 0 1 :s
12. NstvmusolEwm(LinaeminmLlnell) ......_.. ...... .... ........ 12. 6 3 S 5 1 . 9 1
13. C�aritabkantlGovemmentelBeQumtsl5ec9173Truab/orwhkh
an eleqion ta�ex�ec nol bcen maEe(SelieOule J) .... ..... ..... ...... .. 13. .
14. Net Valw Sub�sct ro Tai(Line 12 minm LY�a 13) .. .. ... .._. .... _.. .. U. 6 3 8 5 1 . 9 1
TAX CALCULATON-SEE INSTRUGf10NS FOR APPLIGIBLE MTES �
75. AmountolLlnel4feveDb
et llie apousal tac rela,or .
Vensfers urMe�Sec.9176
(a)(1.2)X.0 _ 0 . 0 0 +5. 0 . 0 0 �
16. AmountNLinel4t�abk .
atunea�retex.ws 8 3 8 5 1 . 9 1 is. 2 8 7 3 . 3 4
11. AmauM of Liln 19 texebk �
elaidirqreteX.12 0 . 0 0 v. 0 . 0 0
�e. nmo�moru�i~�aeia
a�coYatarelrate X,u 0 . � 0 ia 0 . � � �
19. TAXDUE ..... ......... . ................. ................ ..... . 19. 2 8 � 3 . $ 4 .
20. FlLLINTHEOVALIFYOIIARERE�UESTINGAREFONUOFANOVERVAYMENT ❑ '
UntlBrpenBMeidperjury,lAeqerel�ewemminatltivareMn,IntlW�g�aompenyl�qxAcduleeaMAmmenb,vitlbNeEeMalmykravbEpeaMUeliel, �.
dbtrue,wnadaMcamqe�.oecknUonolpeparoroAerNmtl�epeiwnieaponaiGbforHNqiMMumlebaWmsYlnMmalbnq r�aef F'
eMkroxbECe. - )-- I� .
�IG T OFPERSONRE SIBL RFRJNG HN � � ' MTE �
aF ina � ��,r`�rne�.��n-,� �-/h�a `�2��1'�' ��Zt a�-�rr�,'
aow+ ss r� Aven-ue �'✓ l�
Wilma 1. Stimelin a M ke MacLea � Plantation FL 33324 �
51 TUE EPAEA�EpRTjIAi1PER50NHESPONSIBLEFORFIIINGTHERENPN DATE� // //;
Q/.
ESS
Ji . Wineke Esq., 1719 N. Front St. Hartisburg PA 17102 .
IIIIIIIflIIIIRIIIIIIII�IIIIAIIiplllll�lllllllllllllll Saa2
L 1505614234 1505614234 J ��
j
REV-0500 E% (FI) pdg¢3 FIIB Numba�
DecedenYs Complete Address: 21 15 0476
�ECEDENT'S NAME
EVELYN M. STIMELING _ _ _ -
�STREETAOORESS�
Country Meadows, 4905 E. Trindle Road _ .. _
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
�. TaxDue(Page2,Line19) (i) 2,873.34
2. CreditslPaymenis
A.Prior Payments _ ._ 2.400.00
B.Dlscoan� 126.32
(Seelns�mctlore.) To�alCredlts�A*B) (2) 2,526.32
3. Interesl
(3)
4. If Line 2 is greater ihan Line 1+Line 3,enter�he diHerence.This is ihe OVERPAYMENT.
PIII In oval on Page 4,Line 20 W request a refund. (<) 0.00
5. IfLinel .Line3isgreaterlhanLine2,enlerlhediflerence.ThisisiheTA%DUE. (5) 347.02
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did tlecedent make a transfer and'. Yes No
a re�ain�heuseorincomeofthepropertytrans�erted ......_......_.._................._._._._...................... ❑ ❑
b, relain�henghttodesigna�ewhoshallusetheDropenylrans(erredori�sincome ...._....._.................. X
c. retainareversionaryinlerest ................................................_._......_............._......................... ❑ �
d. receiveNeDmmiseforlifeofeitherpaymen�s,benef�sorwre? ..................................._..................
2. If death occurretl after Dec.12,1982,tlid decedent iransfer pmpetly within one year of death
wi�hoWreceivingadeQuatewnsitleration7 _...................._......................................._._................... ❑ ❑X
3. Did decetlent own an'in�mst for'or payable-upon-0ea�h bank accoun�or securilp a�his or her death? .........
4. Oid decedent own an individual retirement account,annuity or olher non-pobale property,which
mntainsabenefcia7designation?_._.. ... .. ........._.. ................ ...._......._._ .._............. � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF 7HE RETURN.
For dates of death on or after July 1, 1994,antl befo2 Jan. 1,1995,ihe tax 2te imposetl on ihe ne�value of Vansfers to or to�Ne use oi ihe surviving spouse
is 3 percent�72 P.S.§9116(a)(1.1)(i)].
For dates of death on or afler Jan. 1, 1995,the lax rate imposed on ihe net value of Vansfers to or for the use of Ne surviving spouse is 0 percent
[/2 P.S. §911fi(a)(1.1)(ii)].The staWte dces not exempt a Vansier to a surviving spouse fmm tae,and Ihe sMeMory requirementc tor disclosure of asse6 antl
filing a tax return are s611 applica6le even if ihe surviving spouse is fhe onty beneficiary.
For dates of tleath on or after July 1, 2000:
• The tax rate imposed on the net value of transfers 6om a deceasetl chiltl 21 years of age or younger at tleath to or for ihe use of a naWral parent,an
adoptive parent or a step-parent of ihe child is 0 percent[72 P.S.§9116(a)(12)],
• The tae rate imDosed on ihe net value oi transfers to o�br[he use oi Ne decetlenCs lineal beneficianes is 4.5 percent,except as no[ea in �72 P.S.49116(a)(1JJ.
• The tax rate imposed on ihe net value of transfers to orfor the use of Ue decedenfs siblings is 12 percent p2 P.S.§9716�a)�1.3)].A sibling is defned,
under Section 9102,as an individual who has at least one parent in common with the decedent,wheNer by blood or adoption.
REV�t 508 E%+(ae-12)
pennsylvania SCHEDULE E
oevna�eHroFAever�ue CASH, BANK DEPOSITS & MISC.
�NHERIiANCETA%REiURN
aEsioENroECEOErvr PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
EVELYN M. STIMELING 21 15 0476
Inclutle the proceetls of litigation antl the tlate tne proceetls were receivetl Oy t�e estate.
All property foin[ly owned with right of aurvivonhip must ba Cisclosed on Schetlule F. I
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF�EATH
t Navy Federal Credit Union Checking Acct. No. xxxxxx7965 33,969.18
See attached 7/31/15 letter from Navy Federal Credit Union documenting the
date of death balance and sole ownership of the DecedenYs Navy Federal
Credit Union Checking Account.
2. Capital Blue Cross - refund 236.72
TOTAL(AlsoenteronLineS,Recapiwla[ion) S 34205.90
If more space is needetl,use atltlitional sheets of paper of ihe same size.
REV9509 EX+(01-10)
pennsylvania SCHEDULE F
oePnnrrnENroFaevenue JOINTLY•OWNEDPROPERTY
INNERIiFNCE TA%RETpRN
RESIOENi0ECE0ENi
ESTATE OF: FILE NUMBER:
EVELYN M. STIMELING 21 15 0476
M an assel was made�ointly ovmed vrithin one year of the decetlenfs tlate of death,it must 6e reDOAed on Schedule G.
SURVIVING JOINT TENANT(5)NAME(S) ADDRESS RELATIONSNIP TO DECEDENT
n.Wilma I. Stimeling 966 NW 93rd Avenue Daughter
Plantalion, FL 33324
s.
c
JOINTLY-OWNED PROPERTY:
LETiER DATE DESCRIPTIONOfPFOPERiY %Oi �AiEOFDFAiH
REM FORJOINT MADE INCLU�ENFMEOFFlNANCIALINSiITUiIONAN�BFNHACCOUNiNUMBERORSIMIIAR �ATEOFDEATH �ECEDENTS VAWEOF
NIIMBER iENAM JOINT I�ENil:1'INGNUMBER.AIIACNDEE�FOR101NiLYNEIDREP1E5iAiE. VAlUE0FA55H INiERESi �ECE�ENT'SIMERESi
i, q. 7/24/06 Navy Federal Credit Union Savings Acct No. 427.40 50. 21370
xxxuxx9381
2. A. 2/15/10 Navy Federal Credit Union Certificate of Deposit 28,779.44 50. 14,389.72
No. zxxuxxuuxx4017
3. A. 2/15/10 Navy Federel Credit Union Certificate of Deposit 35,974.30 50. 17,987.15
No. xxuxxxxxxx4018
See attached 7/31/15 letter from Navy Federal
Credit Union documenting the date of death
values of the Navy Federal Credit Union Savings
Account and two Certificates of Deposit and the
DecedenPs joint ownership of ihe assets with
her daughter, Wilma I. Stimeling.
4. A. 8/18/08 Wells Fargo Checking Acct. No. xxxxxxxx4534 5,307.52 50. 2,653.76
See attached 6/26/15 letter from Wells Fargo
documenting the date of death value of the Wells
Fargo Checking Account and the DecedenPs
joint ownership of the assel with her daughter,
Wilma I. Stimeling.
5. A. 1/4/O6 Orrstown Bank Certificate of Deposit Acct. No. 5,001.37 50. 2,500.69
xxxxxx0280
See attached 6/18/15 Orrstown Bank letter
documenting the date of death value of the
Orrstown Bank Certificate of De osit and the
TOTAL(Also enter on Line 6,RecaDimlalion) S 37 745.02
If more space is neeEeG,use atltlitional shee�oi paperaf ihe same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
EVELYN M.STIMELING 21 15 0476
DecedenCs Name Page 1 File Number
Schedule F-2-Jointly-Owned Property ,
LETfER �AiE DESLRIPiIONOFPROPERtt %OF DATEOFDEATH
IiEM FORJOINT MA�E INCW�ENAMEOFFINANCIALINSiITUiIONANDBANNACCOUNiNI1MBERORSIMIIAR �ATEOF�EAtN OECEDENi'S VAWEOF
NOMBER TENANT JOINi IDENiIFVINGNOMBER.AiTACNOEE�FOPJ0IMLYNEIDREPLESiATE. VAWEOFA%ET IMERESi DECEDENi'SIMEREST
joint ownership of the asset with her daughter,
Wilma I. Stimeling.
SUBTOTALSCMEDULEF-2
GRAN�TOTALSCHEDULEF�2�AlsoenteronLine6,RecapiWlation) $ 37,745.02
Rev-ia�o Ex+�aaas�
pennsylvania SCHEDULE G
oevnarmeuroFr+evexoe INTER-VIVOSTRANSFERSAND
wHEairnxcer�aeruaH MISC. NON-PROBATE PROPERTY
RESIOENTDECEDENi
ESTATE OF FILE NUMBER
EVELYN M. STIMELING 21 15 0476
Th¢whedule mus��e romple�etl antl filea ilNe answerb any oi questions 1 mroug�4 on page Nree o�ihe REV4500 is yes.
OESCRIPTIONOFPROPERTY DATEOFDEATH %OFDECD'S EXCLUSION TAXABLE
ITEM ixciwErxEewneori��nu+s«+�TMuax[una�swvrooECEo[Mnxo
NUMBER *xeonrear*w+arca.�rrncxncavror*H[oEEoroaAe.uesia*[. VALUEOFASSET INTEREST �e VAWE
i. ILGWU Death Benefits for Decedent as Member 4,125.00 100.00 4,125.00
No. 7458969
The death benefit was payable to the DecedenPs
only child, Wilma I. Stimeling per the attached ILGWU
Application for Death Benefit Fund-2 and proceeds
check. Per ILGWU, the death benefit paid on behalf
of the DecedenYs membership in the ILGWU was not
considered to be life insurence.
TOTAL (Also enteron Line 7,Recapitula�ion 5 4 125.00
If mo2 space is neetle0,use atltlNonal sheeLs ot paper of Me ume size.
REV-1511 E%�(OB-10)
pennsyivania SCHEDULE H
oeanarMEHraraeveNue FUNERALEXPENSESAND
wneartancE.nxaeruarv ADMINISTRATIVECOSTS
aEsioExroECEOEr�r
ESTATE OF FILE NUMBER
EVELYN M. STIMELING 21 15 0476
DeaOenfs tlebh must be reportetl an Sc�etlule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALE%PENSES',
�. David M. Myers Funeral Home, Inc. -funeral expenses 7,629.60
B. ADMINISTRATIVECOSTS:
1. PersonalRepresentaliveCommissions'.
Name�s)olPersonalRepasenla�ve(s)
SVeetAtltlress
City Sla�e ZIP
Yeat(5)Commission Paitl'.
p, nnom�y F�s�. Purcell, Krug & Haller 2,800.00
3, Family Eremp4on'.Q(decedenYs aGGrass is notNe same as claimanYs,at�aM esplanaAon.)
C�aiman�
SIree�AEdress
�ryy Sla�e ZIP
ReWfionshipafClaimantloDecetlent
4. arobateFees: Registe� of Wills 60.00
5 A�,,,���iF�: Accounting Bookkeeping Services - preparation of 300.00
DecedenYs 2014 and 2015 Personal Income Tax Returns
6. TaxReNmPmparerFres:
�. Register of Wills -Automation fee; JCS fee; fees to file Inheritance Tax 105.50
Return and Irnentory; Short Certificates; fee to file Will
S. Wilma I. Slimeling - reimbursement for 528 miles at $.575/mile for round trip 303.60
from Maryland to Pennsylvania to meet with counsel and to open Estate in
Cumberland County and round trip from Maryland to Perry County to atlend
funeral
g. Wilma I. Stimeling - reimbursement for parking fees 40.00
10. Postage 22.50
TOTAL(Also enteron Line 9,Recapitula�ion) S �1 26120
II more spsca is needeG,use a0tlitional shee6 of paperof Ue same size.
REV45t2 EX+�14-12)
pennsylvania SCHEDULE I
oEaaarmEHroFr+evenue DEBTSOFDECEDENT�
inneai.nNCErnxaerureH MORTGAGE LIABILITIES&LIENS
aEsioErvTOECEOEHr
ESTATE OF FILE NUMBER
EVELYN M. STIMELING 21 15 0476
Report Eebls incurted 6y the dttedent priorto death that remained unpaid at Ihe date of death,Inclutling unreimbuned medical expenses.
ITEM VALUE AT DATE
NUMOER �ESCRIPTION OF DEATH
i. Diamond Pharmacy - prescription medications 8��99
2. Country Meadows - Nursing Home services 88��82
70TAL�AIsoen�eronLinetO,Recapitulation) 5 96Z8�
If more space is neetled,insert aGtlkional sheets of the same size.
REK1513EX��01-00�
pennsylvania SCHEDULE J
oernAn+er�r ov ReveH�e BENEFICIARIES
INHERIiANCEiA%RHURN
RESIOENTDECEOENT
ESTATE OF: FILE NUMBER:
EVELYN M. STIMELING 21 15 0476
RELATIONSHIPTODECE�ENT AMOUNTORSHARE
NUMBER NAMEANDADDRESSOFPERSON(5)RECEIVINGPROPERTY DONotLlstTrustea�s) OPESTATE
� TAXABLEDISTRIBUTIONS pnduaeou h(spouultlismbutionsantlbansfersunder
Sec.9i�i6(a111211
t Wilma L Stimeling a/k/a Myke MacLeay Lineal
966 NW 93rd Avenue 100% of residuary per
Plantation, FL 33324 SECOND Paragraph
of Wi11
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROl1GH 18 OF REV4500 COVER SHEET,AS APPROPRIATE.
��. NON-TAXABLEDISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS 11NDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B,CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS'
1.
TOTAL OF PART II-ENTERTOTAL NON-TPXABLE DISTRIBUTIONSON LME 13 OF REV-1500 COVER SHEET. f
If more space is needed,use additional sheets of paper N ihe same size,
IN RE: : IN THE COURT OF COMMON PLEAS
: CUMBERLAND CO., PENNSYLVANIA
ESTATE OF EVELYN M. STIMELING, : ORPHANS' COURT DIVISION
DECEASED : NO. 2115-0476
TABLE OF CONTENTS
1. Decedenfs Last Will and Testament exewted April 17, 2006.
2. Navy Federal Credit Union letter dated July 31, 2015 documenting the ownership and
date of death values of the DecedenPs Checking Account, Savings Account and two
Certificates of Deposit.
3. Wells Fargo lerier dated June 26, 2015 documenting the ownership and date of death
value of the Decedent's Checking Account.
4. Orrstown Bank letter daled June 18, 2015 documenting the ownership and date of death
value of DecedenYs Certificate of Deposit.
5. ILGWU Application for Payment of Death Benefit to DecedenYs daughter as her sole
surviving heir.
6. ILGWU check for$4,125.00 payable to DecedenCs daughter for the death benefit.
L.AS��WIlL.�I� ��'S?J.�l�'.�1�r
O,F'
�'V�'L'y.�.rt1 s�1'.�t�'l'l.�v�y'
I, EVELYN M STIMELING, of 924 Fickes Lane,Newport,Pennsylvenia, 17074, do
mnke, publish and declaze this to be my Last W ill and Testament, hereby revoki�g all Wills and
�' Codicils at any time heretofoce made by me.
Fq�'P: I direct payment of my j�sY debts and administcation expenses be made by
my Executor, as au expense of my Estate, as s000 after my death as convenienUy may be done.
�" � SECOND: All the rest, cesidue and icmainder of my estate, both personal and real, of
.��
whatever nature and wheresoever situatc, I give, devise and bequeath to my daughter WILMA I.
�
�
��� STIMELING (soon to be known as MYKE MACLEAY because of hcr antimpated mamage to
\
I Douglas A. MacI,eay and beeause she intends to c6ange hec first name from Wilma to the name
�" that she has used es a nickname,namely Myke).
'I'gIgD; In the cvent that my daughte�predeceases me,I give my residuary estate lo
�� '� he follov,�ing persons: fifty l5pj per rent to r:.�"s-=c::�bc" so:r.r. :a�v, i�JiJGi.i+s n.
��� MACLEAY and fifty(50) pe�cent to my cousin and his wife,Paul and Faye Rli�e.
FOURTH: I appoint my daughter, W1LMA I. STIMELING ALSO KNOWN AS
MYKE MACLEAY, as Executrix of my estate; slie shall serve as suc6 without bond. In the
event that s6e fails to quality or act as Executrix, then 1 appoint Paul and Faye Kline as Co-
� Executors of my estate; they are also to serve as such without bond.
WALZ & WALZ
NLWI'OkT?PA.
II
II
i
IN WITNESS WHEREOF, I have hereunto set my hand aod seal this �s"�Z�Yay of
. �, �/��.{ ; f� , 2006.
�. 7<<��»�-
�
�� /
;, .�;�'� ' 7�... ;�.�.--�_.Lt�-_`c�- �(SEAL)
. i EVELl�'.M. STIMELINv ��_�
� 1 he pceceding instrument,consisting of this and one(1) other typcwdtten page, eac6
identified in the margin thereof by t6e signature of the Testatrix, was on the date thereof sigued,
p�blished and dectared by her, the Testat�x therein named, who at her request, io hec presence,
�,� � � nd in the presence of each other have subscribed our names as witnesses hereto.
_ ,
3 ,_;
` ,� � � � � �L.- ' (se�.)
�� J y1�� �
� �i x T. wALz
� �
'� -
: 7 %
� a� ��ti' ' � , L"ca _(sE,u,)
j
SHAUBUT C. WALZ, III
�
�� , CObL�ION�VEALTHOFPENNSYLVAIVIA:
� : SS:
t�' COU�`TY OF PERRY •
i
We,BVELYN M. STIMELING,NDITH T. WAL7. and SHAUBOT C. WALZ,III, the
Testatris and the wimesses, respecrively,whose namcs are signed to the attached or foregoing
inshument,being first duly swom,do hereby dwlue to the undersigned authodry that the Testah-ix
sigued and executed the instnunent as her Last Wil] and that she signed willingly, and that she
exec�ted it as her free and vol�ntazy act for the purposes therein expiessed, and that each of the
wncz & wAcz � µ,���ses, in the presenee and hearing of the Testatrix,signed the Will as wifiess nud that to the
�i NEWPOFT*PA. i
I
II
i _ __ _ _ _ _ _
best of theic Imowledge[he Tes[ahix was at that tune eighteen yeazs of age or older, of sound mind
a�d undcr no constraint or undue influence.
� TESTA'I'RIX: ���c 1�7 tXJ � ,/ zt.�A '.. h
EVEL � M. STIMELING <
--1 �% �// /, �
WITNESS: L---/[��1-Lf�� �� � /• .->�`LL�lk' ,
N�DI $T. WALZ �
%
_
WITNESS: ��2,���'� /G � ���
. . Siii�C.BJT C. �4'.'v:,7„ fii � / .—..
I
- �I � . ubscribed, swom to and acknowledged before me by EVF,LYIV M. STIMELING,the Testahix,
� �
and subscribed and swom to before me by 7IJDTTH T.WALZ and SHAUBUT C. WALZ, III,
� `� y witnesses,this �J �_��ayo£ "�.'��_i��) , L; , 2006.
, ✓ `
� S[GNED ���,�u� �,��.\� � ti—T��
�- � Notary Public �./ i �
,� My Commission Expires:��
�J
�i NOTARIAGSEAL
Tana A.Zang,Notary Pu61ic
��� ��' Newport Boro.,Perry Cowry
My wmmission<xpires Dawba 16,2W9
P��
WAI.Z & WALZ
NEWPOkT, PA. I
`"� NAVY � �
FEDERALW
Credit Union
31 Ju1y2015
Law Offices
Purcell, Krug& Haller
ll19 North Front Street
Harrisburg, PA 17102-2392
ATTN: Jill M. Wineka, Esq.
Rt',: Esffite of Evelyn M. S[imeling(Deccased on 5 February 2015)
Navy Federal Credit Union Access No. 4432978
DcarMs. Wineka:
This letter is in response m your correspondenee conceming[he accounts of our late member, kivetyn M.
Stimeling. 1 hope lha[[hc following infortnatio¢is of assistance to you.
Ma. Stimeling maintained savings and checking aewunts with Navy Federal. [�oth accou�ts were
opened on 24 luly 2006 and W ilma I. S[imeling, was designated as[he joint ownec of[he savings account
on that date; [here was no joinl ow�er designa[ed on the checking accounL On 5 February 2015, Mrs.
Stimeling's savings and checking aecounts reflected balances of$427.40 and $33,969.18, respectively.
Mrs. Stimeling also mainteined hvo certificares with Navy Federal. Both certificates were opened on
IS February 2010 with Wilma I. Stimeling dcsignated as[hejoint owner. On 5 Februar}2015, Mrs.
Stimeling'e certificates had the following balances:
AccountNumber Dalance
680000998640L7 $28,77944
68000099864018 $35,97430
If you have any ques[ions or neul aAditional assis[ance, plea�e do not hesitate [o call me mlbfree a[
1-800-883-3327, extension 47503. You may also[each me by fax a21-703-255-7963.
Sincerely, �
�
4� � —_"�
RT:tr Pltricia Frnsier
w: Ms. Wilma L Stimeling
PO Box 3000 Merti(ield VA 221193000
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� ORRSTOWNBANK
June 18, 2015 �
Purcell, Krug & Haller
1719 N Front Sheet �
Hazrisburg, PA 17102-4178
Fax 783-4939
Re: Estate of Evelyn M Stimeling
Social Securiry Number 181-07-2153
Date of Death 02/OS/2015
IT IS HEREIIY CERTIFIED THAT T[-IE ABOVE NAMED DECEDENC AAD THF:
POLLO W ING ACCOONT W I"PH ORRSTO WN BANK:
Time DeDosit Account
Aceoant No- 1500030280
Accouut TiUe- 120 Month Income
Account Title- Wilma I Stime]ing/F.velyn Stimeling �
Date Opeoed- � I/04/2006
7oint Account(name/date) Yes same as tiUed wLen opened
Balance- $5,000:00 �
AceruedInterest $137
Scst Regazds,
Carmen� V'�-�(/ _
. Deposit Pmcessing Specialist
Camp Hili • Carlisle • Chambers6urg • Duncannon • Greencastle • Hagers[own • Lancaster
Mechanicsburg • New Bloomfeld • Newport • Orrstown • Shippensburg • Spring Run
• . - . •
ILG�JVU DEATH BENEF9T FUND - 2
333 WestchesterA�cnue •WhitcPLnins,NY lOW4-2910 • PHO�'E 9 1 43 6 7-4 20 7_ FAX 914367�103
APPLICATION FOR PAYMENT OF DEATH BENEFIT
�;�,�F,L.�t t� STi m�Ll ��s - � qlm�e� �tDn�,,�s�iJ
,r�e or oECEaseo MrMeER��o/ R��,L Q� �� ��( U!✓ ��L��`}���
IDftES F�RE_ID��S MBER ANO STREET)�� r t,5:3 ys _� C'TM � 1y SOCIPL S�ft�`NUM�ER
���x
�TE OP O ATH LOCAL NUMEE0.T LEIJGER NUMBER
♦ � � ♦ ♦ � � � ♦ ♦ ♦ ♦ ♦ ♦ ♦ 1 � � � � ♦ � i � � r � 4 � � � r 1 4 � � � � J � � � � � � ♦
FOR CLAIMANT
_�m� � (S� �� m����<T -�-�^ y� �^
oME Q/ /J .L�LiJ "!�i-�Vt�'.�. — _ � 'I Y�L' Ll F-L�5 �� �_
JORE55 (NIIM��F,ND$Tf}£E � /' C� �IP
�.�,��S.F'�'� ��O
ELPTIONSHIPTO DECEASE�MEMBER
AGE SOCIPL SEC�RITY NUMBER
IO�ECEAS[D�E9GNBT///E���YOU IN THE UNION HS BENEHCIARY9 �1'ES \❑ NO IFYES.SUBMR COPY(IF PVAILPPI E)
2LEPHONENUMUEH���� - �U�� ��/ - ��
1 ♦ 1 1 ♦ ♦ � d ! .♦ � k ♦ ♦ ♦ O i � i ♦ ♦ � � � 1 ♦ �♦ � � � � ♦ ♦ � � 1 � > � � � � � � � 1 ♦
- IMPORTANT - PLEASE PRINT
� CLAIM MUST BE COMPLETE�AND RE'1 URNED AS SOON AS POSSBLE AIONG WITH A DEATH CERTIFlCATE.
) LIST NAMES ANp AUDRE55[S OF ALL $URVIVING RELATIVES�F �ECEASED MEM6[R W CLASSES Of RELATNES LISTED BELOW.
) IF NO RELATN[5 OF �ECEASE� LISTED BELOW.WRITE NONE ONTHE PftOPER LWE.
oEcenseo•s NAME SOC. SEC. NO. PRESENT A�DRESS
SURVIVORS . . -' -
SPOUse �_
CHIL�REN w*e ov eie*x
IF UN�EP PGE ���A,�6— ,/_f 1 i� . �
235PECIFY LL147 V� �j1
BIRTH O(�TE �� F-C�
AN�WHETHER - �-
SINGLE OR
MARRIE�. — - '
FATHER ~
MOTHER �
BROTHERS - '
AND —
SISTERS
FUNERAL EXPENSES PAI� BY _(NAME OF PERSON(5) RESPONSIBLE FOft SUCH
E%PENSES).TOTAL AMOUNT PAID 8 _ .SUBMIT A FUNERAL 81LL
NOTE: NO CLAIM WILL BE HONORED IF RLED MORETHAN 7W0 (2)YEARS AF7ER DATE OF DE4TH.FUND MAY REIM-
�.BURSE FUNERAL EXPENSES OR PAY ANOTHER CLAIMANT IF A CLAIM IS NOT RECENED WITHIN 90 DAYS AFTER DEATH.
The above stalemen�s are made to intluce Ne Death Benefil Fund, ILGVJU to pay lhe death benef�to me.I hereby certify�o ihe tmth oi all
s�alemeNs antl representatlons herefn made;also that�he tlacumenis submitled relate lo saitl deceased membec I hereby agree lo indem-
nity tne Fund for any paymeN made in reliance of Ihe accuraq of the information pmvitle```��C�'"
Su�;�� ��f�� �iw,dG_ ����.����a� . ���
Swom lo before me at . � CI ` gna(prejP,ddress �
(City County, Sta�e) = _�� � N o !'• �i
da oi ����� — 20 ��
this �� _ Y �Q �2 � 4E �rw Q• �= —
i
Signa� re�a Seal of Nolary Public e'••, "V� _ � �'��
........ .
...,__s„ ,____ ...... pNVALID IF NOT SIGNED AND NOTA D) ���
rv ILGWUDEATIIRENEFI'I�FUND2 �
333 W F.STCHESTHR AVY: � ��you have nny qucstions,piease cell us at
WHITP_ PLAINS,NY 10604 (9�4 367-5800
..�..�„��., � �
Forwarding Service Rcques[ed —
0
Member ID: 7458969
3-DIGIT 333 CheckNo: 00012746
493] 0�3820 AT 0-4U3
h�ll4r�,�d�����,�p��n�p�i•p�r�hqd��rrrld°I�dih cne�aoa�e: - -oaio3ns _
ux�n� srrnc�ixc so z
966 NY 93R➢ AVE w
PLANTATION. PL 33324-b15A
BENEFACTOR: EVELYN STIMELING
DATE FUND TYPE UATE OF DF,ATH PAYEE
04/03/15 ILGDB2 RF.T 02/OS/2015 WILMA STIMELING
AMOUNT INCLUDED IN CHECK AMOUNT: . .
BENEFIT AMOUNT: �4,125.00
1NTEREST AMOUNT: $0.00
'POTALBENEFIT: $4,125.00
DEDUCTIONS
FEDERAL: 50.00
STATE: $0.00
RECOUPMENT: $�•�a .
NETCHECKAMOUNT: $4,125.W
� � FOFSECURITVPUBPOSES,THEFACEOFTMISOOCUMENTCONTNNS � PBWEBACKGPOUN�AN�MICFOPflINTMGINTHEBOR�ER �
� � � II,GWUDEA'fHUEft6FIlFUND2 -' � ' : �S�trzw CHECIfNO. 0U01},7A6 �'
, 333WFS'PCHESTEKAUE . WIIITF:PLAINS,NY106W .� �FGc�irr��n�Hue CHECKDATE: Oq/03/IS �
. . � .. . . . NFWYO0.K.NTIW]I. . . ... .
?M ... .. � NOfVdlIUAFfFftISODAYS� "' : � .
�'� . , . ... .., . . . AMOUNT _.
7 � � PAY Four Thousand One HundreJ'fwenly Five Dollars $q,�25.00
i
. TOTHEORDEROF: H7LMASTIMELING
� � 96fiNW93RDAVENUE �
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� . � � PI.AIV'fA'fION,FL33324
Rl1iHDRIZEDSIGNANAf.
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vpiuurt�smalCwilhan'%'.�memmlbepopulY J. .
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IION'Ak�9.KRl(i ��19 NORTH �NONI SIXLFT III:uSu[Y
LE06P.HNl.FR HhRRISBUNG_ P[NNSYLVANIA I]10$-2392 �1i9� 5JJ-le�t
JoirvW.Prace��Jx. Tc�eeuarvE (717) 234-4178
li�� M. wirvF�:e Fnx (717) 783-4939 �oHv w roacei.i-<iraa.aouv�
i.isnn.xvvexu
JOSLPII S199LFY L1910-1902)
September 2, 2015
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013 c � �'� Fn
-- � �:n '��i c�
- ��
Re: Estate of Evelyn M. Stimeling '"', -� � .- -
No. 21-15-0476 - �.
Dear Register of Wills: � �
_3
Endosed for filing, please find the following � ,-� .--� '(.;
�� �
1. Two originals and two copies of the Inheritance Tax Return; � � m "
2. An original and lwo copies of the Inventory; and
3. A check payable to the Register of Wilis, Agent in the amount of $347.02 as payment
of the inheritance taxes due.
Please retum two date-stamped copies of the Return and the Inventory, along with your
receipt for payment of the inheritance taxes to me in the enclosed stamped, self-addressed envelope.
Thank you.
Sincerely, .
�� ��
M. Wineka
JMW/bas
Enclosures
cc: Wilma I. Stimeling, Exec. w/o enc.
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