HomeMy WebLinkAbout01-1078
PETITION FOR GRANT OF LETTERS
Estate of LILLIAN R. STAUFFER
No.
21-01-1078
also known as LILLIAN RUTH STAUFFER
, Deceased
Social Security No.183-14-0179
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
[i)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
Decedent, dated 1/3/97 and codicil(s) dated none
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 401 Reservoir Road, Mechanicsburq, Upper Allen Township, Pennsylvania
(list street, number and municipality)
Decedent, then 90 years of age, died October 3 , fQQL, at 401 Reservoir Rd., Mechanicsburq, PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County.............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $
60,000.00
60,000.00
Real Estate situated as follows: none
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
DAVID W. STAUFFER
401 Reservoir Road
Mechanicsbur PA 17055
RW-1
/ b -c2<B-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to I~ _ ~
Sworn to and affirmed and subscribed 6 ~ ""'~-. ~~
26th
day of
, :ZJ"qi/ I LJ
~ &MR~F.~~ _ 2001
'7''/ /'-- :?,<{MRJ~
before me this
W fr~v~Fc'X
DECREE OF REGISTER
Estate of LILLIAN R. STAUFFER
also known as LILLIAN RUTH STAUFFER
Social Security No: 183-14-0179
Deceased
21-01-1078
No.
Date of Death: 10/3/01
AND NOW, NOVEMBER 27 2001
reverse side hereon, satisfactory proof having been presented before me,
, in consideration of the Petition on the
IT IS DECREED that Letters ~ Testamentary 0 of Administration
((c.I.a., d.b.n.c.l.; pendent~rante ab~entia; durant:trinoriate)
=; ~ 9 ::D(D
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g" ~{'f 0
g:;,. ~ ;:'.r a
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....,<
in the above estate and that the instrument(s), if any, datedJanuary 3,1997 0 ....
r. "
described in the Petition be admitted to probate and filed of record as the Last Will of Dec~tf~nt.
- '.
,
~~;
are hereby granted to David W.Stauffer
FEES
Letters .................................... $
Short Certificates( s) ...............
Renunciation ..........................
Extra Pages (
) ...............
................................................
I.T.R.......................................
JCP Fee .................................
Inventory ................................
Other..................................... .
TOTAL .............................$
115.00
$
$
$
$
$
$
$
$
12.00
12.00
5.00
ll!4.00
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Attorney: Murrel R. Walters, III
I.D. No: 24849
Address: 54 East Main Street
MechanicsburQ
Telephone: 717-697-4650
DATE FILED:
'Kk~~~~
PA 17055
H105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death dVly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
PI
7691316
No.
21-01-1078
Hl0S.143Aev.2I87
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Local RegIstrar .
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Date .
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PRINT
IN
PERMANENT
BLACK INK
NAME OF DECEDENT {FIr.. Middle, laII)
1.
AGE (Last Bir1hdIy)
SEX
..
UNllEfll YEAR
- Ooyo
UNDElI'IlIO'
Hot.n ! ~
IIlRTHPlACE (CIty iIAd
SIaI4IorFore.onCounlrYI
90 v...
TV OF IlEArH
....
Cumberland
...
oeCEDENT'S USUAl OCCUPAnON
(GiYe~alwortl;donedur:zt~
1C\~:~1MUSl'cTekcher
.. 11 . "II.
DECEDEHT'SMAIUNG ADDAES8(SCre11. CCyIlOwn, SIa8e,lIpCode)
401 Reservoir Road
Mechanicsburg, Pennsylvania 1705
Performing Arts
DECEDENT'S
ACTUAl.
RESIDENCE
(See inIIfucaona
ooothefSldeI
17.. sa..
Female
STATE FlU: NUM8&R
SOCIAL SECUfllrt NUMBER
.. 183 14 -
DATE OF DEATH iMonlh. Oa~. '.,
.. October 3,2001
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RACE. AIMran lndiIn. ee.dl. While. Me.
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1..
White
SUllYIVINQ Sl'OUSl1
llf.....gAlel'l\illOennarrNl)
MAAfTAL. STJU'US . Malr*I
............... W\dtJwed.
--
f.. Widowed ,..
17..00....._...... UDDer Allen
II.
FRHEA'S NAME (FlI'sl. Middle. last)
f'.
INFOAMAHTS NAME {T~
Louis G. Rapp
David W. Stauffer
Old
-
!We in.
Cumberland -' 17..0 :.::.::'.:::'..
MOTHER'S NAME (First. Middle. hlaidenSur~
1.. Mary Wells
INFORMANT'S MAJlJHO ADDRESS lStr_. Citvfbwn. SIMt, Zip Code)
..... 401 Reservoir Road Mechanicsbur , Pa. 17055
PlACE OFOISPOSlTtON. ........"-"'Y. C<_ LOCRION .c~ _....c-
or ~ Place
f7ll.
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METHOD OF OtSPOSITlOH
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Oon.IiQn Other ~lIy
. 21..
SIGN.Q\JRE OF FUNt:
21c.
Remov.IIfOl'l'l seal. 0
RSON ACTING AS SUCH
lICENSE NUMBER
FD-012755-L
..
Tou. bMI oIrny 1lnow6edge, death occurr~ at: the 11fhe. data and place.eled
(SignellJreandTil'-!
DATE PRONOUNCED DEAD (Monttl. Oay, Ylw)
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GHP
DUE 10 lOR AS A CONSEQUENCE Of):
C I
DUE 10 (OR AS A CONSEauENCE Of):
DUE TO lOR ASACONSEOUENCE OF):
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WERE AtIICPSY FJNOINC1S
IiWt.R.A8LE PRIOR 10
COWPlE11OH OF CAUSE
OF 1lEArH?
WANNER OF DEATH
DATE OF INJURY
(Manlh. Oav. ....ar)
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.....
Conolite Crematory
Schaefferstown, Pennsylvania
NAME AND ADDRESS OF MClUTY
.... Myers Funeral Home, Inc. 37 East Main Street Mechanicsbur Pa 17055
LICENSE NUMBER ORE SIGNED
(MonIh. Day. Veal,
~ CASE REFERRED 10 MEOtCAI.. EXAMINEAICORONER? .J
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IIOltelUldngin.. ~ '*'M given in PART I.
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TIMe OF SNJUR't
INJURY I(f WORK?
DESCRIBE HOW INJUR'!' OCCURRED.
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PMding InVhligation
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CERTW'lEA ICtl-=tt <Wy one.
.CIERTWVtNQ PHYSICIAN (Ph'(SlQ&ll(;el""yu'lQ cause ot dealh \Nt... anOIl'ltJ( pl1'l'!iIC'Oln has pl'OIlOUrx:ed dealh ana canpl..led IldfTl 2Jl
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.PftONOUNaNO AND CERTIFtIHQ PHYSICIAN jPtlrSIClan bOlh ~OOOuflCjng lJadlh dnd <.:E!f1d)IrlQ tOCduse 01 OOdlN
To thtI bMt Of my kno~, deaU.occuued at ~ time, Ata, and plKe,.ncI due 10 the Cau"fal and manrwr.. Ilaled
"MEDICAl EXAMINER/CORONER
On Ihe tNi.,. of ...rrunatlon andIOIln"eallg.llon, in my oplrUon, d.ath occurred alth. lime, dale, and place, OInd due 10 lhe cau..(a) and
mann.'H.t.ted .............,., ...""",. ,. .." ,.""..",..,., '.
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A'S SIGNATURE AND NUMBER
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21-01-1078
LAST WILL OF LILLIAN R. STAUFFER
I, Lillian R. StautTer , of Cumberland County, Pennsylvania, make this my Last Will and
hereby revoke all my prior Wills, Codicils and Instruments in the nature of testamentary dispositions:
ITEM ONE: FAMILY. I declare that I am a widow and not remarried. My sons are David
W. Stauffer and John K. Stauffer.
ITEM TWO: APPOINTMENT OF EXECUTOR. I appoint my son, David W. StautTer,
Executor of this my last Will. Should my son fail to qualifY or cease to act in such capacity, I then
appoint my daughter-in-law, Karen D. StautTer. My personal representative shall receive reasonable
compensation.
ITEM THREE: WAIVER OF BOND. I direct that any fiduciary acting hereunder shall not
be required to enter bond or other security in any court of jurisdiction in which said fiduciary may be
called upon to act.
ITEM FOUR: ADMINISTRATIVE EXPENSES. I direct that the expenses of my last illness
and funeral and all just debts which I have incurred, and which are not barred by any applicable statute
of limitations, all taxes may be assessed in consequence of my death, of whatever nature and by
whatever jurisdiction imposed, and the cost of the administration of my estate be paid as soon as
practical after my death, shall be paid from my residuary estate as a part of the expense of the
administration of my estate.
Notwithstanding the foregoing, any property which passes outside of this Will, but is
included in my estate for federal estate tax purposes, for Pennsylvania inheritance tax purposes, and for
any other tax which may be assessed in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall bear an appropriate, proportionate share of such taxes applicable to this
estate.
ITEM FIVE: REAL PROPERTY. I give and devise, absolutely and in fee simple, all real
estate and interests in real estate that I may own at the time of my death, whether or not it is my
condominium at Westfields Condominium, known as 137 Easterly Drive, Mechanicsburg, Pennsylvania
17055, to my son, David W. Stauffer, if he shall survive me by thirty (30) days; but if he shall not
survive me by thirty (30) days, then I direct my Executor to sell all such real estate and interests in such
real estate, in the exercise of and pursuant to the power granted to my Executor in Item TEN of this
my Will, and to dispose of the net proceeds thereof as a part of my residuary estate.
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Lillian R. Stauffer 0 P
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ITEM SIX: PERSONAL PROPERTY. I give and bequeath all furniture, furnishings,
household goods, books, objects of art, wearing apparel, jewelry, automobiles and their accessories, all
personal effects, and contents of my condominium, together with all policies of insurance relating
thereto, to my daughter-in-law, Karen D. Stauffer and my to granddaughters, Kirsten L. Stauffer and
Monique A. Stauffer, to be divided as they shall agree. If any of them do not survive me by thirty (30)
days, then her share shall lapse and be distributed to the survivors of Karen D. Stauffer, Kirsten L.
Stauffer, and Monique A. Stauffer. If Karen D. Stauffer, Kirsten L. Stauffer, and Monique A. Stauffer,
or the survivors of them, do not agree to the division of the said property among themselves, my
Executor shall make such division among them, the decision of my Executor to be in all respects
binding upon my beneficiaries. I request that my Executor and beneficiaries abide by any memorandum
I may leave directing the disposition of this property or any part of it. This request is a suggestion but
is not a requirement. I want these items of sentimental value to me to go to Karen D. Stauffer, Kirsten
L. Stauffer, and Monique A. Stauffer because they will value them also.
If none of them survive me by thirty (30) days, I give, devise and bequeath all such tangible
personal property to my son David W. Stauffer, provided that he survives me by thirty (30) days. If
my son, David W. Stauffer does not survive me by thirty (30) days, then I give, devise and bequeath all
such tangible personal property to my son, John K. Stauffer, provided that he survives me by thirty
(30) days. If my son, John K. Stauffer, does not survive me by thirty (30) days, then his share shall not
lapse, but shall be distributed in equal shares between his children, 1. Kenneth Stauffer and Matthew
Stauffer, who survive him.
All my intangible personal property including but not limited to the proceeds of any sale of my
condominium which may occur prior to my death, cash, certificates of deposit, bank accounts,
securities, or items of like nature, whether held separately or jointly with my son, David W. Stauffer,
together with all policies of insurance relating thereto, to my son, David W. Stauffer, providing he
survives me by thirty (30) days. Ifmy son, David W. Stauffer, does not survive me by thirty (30) days,
I bequeath such intangible personalty and insurance thereon to be added to and distributed with the
residue of my estate as hereinafter provided.
ITEM SEVEN: RESIDUE.. All the rest, residue and remainder of my Estate of every nature
and wherever situate, whether it be real, personal, or mixed, including property over which I have a
power of appointment, I give, devise and bequeath to my two (2) sons David W. Stauffer an~d John K.
Stauffer, in equal shares provided they individually survive me by thirty (30) days. In the event that
either one of them or both of them do not survive me by thirty (30) days, then his share shall not lapse,
but shall be distributed among his surviving children, per stirpes.
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Lillian R. Stauffer / /
-2-
ITEM EIGHT: SIMULTANEOUS DEATH If a beneficiary and I should die under such
circumstances as would render it doubtful whether the beneficiary or I died first, then it shall be
conclusively presumed for the purposes of this Last Will and Testament that said beneficiary
predeceased me.
ITEM NINE: ADMINISTRATION EXPENSES PROVISION. If an election to do so is
provided by law, I direct my Executor to claim any expenses of administration of my estate as income
tax deductions upon any income tax return or returns whenever and to the extent that in my Executor's
judgment such action will achieve an overall reduction in the income taxes and inheritance, estate, and
succession taxes for the benefit of my estate and of the beneficiaries hereof I further direct that no
compensating adjustments as between income and principal accounts shall be required or made as a
result of such actions.
ITEM TEN: EXECUTOR'S AUTHORITY. I confer upon my personal representatives full
power and authority to sell, (without the order of any court), either at public or private sale, transfer,
convey, mortgage, lease (for any period of time), and grant options concerning any property, real or
personal, which I may own at the time of my death, at such time and price, and upon such terms and
conditions (including credit) as my Executor deems suitable, and to compromise or otherwise settle,
claims and demands of, or against, my estate, without the order of any court or the approval of any
beneficiaries. In addition, I authorize and empower my Executor to retain any and all stocks, bonds,
notes, securities and other property constituting my estate at the time of my death, and, in his sole
discretion, to pay any legacy and to make any division or distribution of my estate in cash or in kind, or
partly in cash and partly in kind, and to make reasonable and equitable valuations and apportionments
of the property to be so divided or distributed. In making distribution of my estate, my Executor may
give due regard to the personal preferences of my legatees.
ITEM ELEVEN: NO CONTEST. I fully realize that I have not provided equally for all
members of my family in this Will. That is my intention. If any of my heirs, in any manner, directly or
indirectly, challenges, contests, or attacks this Will or any of its provisions, any share or interest which
they might have received if I had died intestate, shall be forfeited as if that heir had predeceased me
without issue.
ITEM TWELVE: NON-ALIENATION. No interest of any beneficiary under this Will, or
any Codicil hereto, shall be subject to anticipation, assignment, pledge, obligation, or voluntary or
involuntary alienation of the beneficiaries. In addition, it shall not be subject to any execution,
attachment, levy or sequestration, or other claims of the creditors of said beneficiaries, or any of them.
~// . p . /.1 ;
:::~ZLc"''-'' /c.:.; ~"GLIF
Lillian R. Stauffer I
-3-
ITEM TInRTEEN: DISTRIBUTION TO MINORS. If any property passes under this Will
to my granddaughters, Kirsten L. Stauffer and Monique A. Stauffer while either is a minor, it may be
distributed to her parent or legal guardian, as custodian for her. If any property passes under this Will
to my grandsons, 1. Kenneth Stauffer and Matthew Stauffer while either is a minor, it shall be
distributed to whomever my Executor selects to act as custodian of the property for that minor. A
receipt signed by the custodian shall release my Executor from additional responsibility regarding the
property distributed to a minor.
ITEM FOURTEEN: DEFINITIONS. The term "Executor" as used herein shall be deemed to
include and apply to my successor Executor whenever he may be acting hereunder.
Words importing the singular number and masculine gender herein, shall be understood to
apply to one or more persons and to females as well as males.
The headings used in this Will are for ease of locating provisions and are not to be used in
interpreting the Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will, this
3rddayof January
, 1997.
'--~:' ,'J;}-
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LlIlian R. Stauffer y
(SEAL)
The foregoing Last Will, consisting of five (5) typewritten pages, this included, each page
thereof bearing on the bottom the signature of the Testatrix, was this 3rd day of January,
1997, signed, sealed, published, and declared by Lillian R. Stauffer, the said Testatrix, as and for her
Last Will, in our presence, and we, at her request, in her presence, and in the presence of each other,
have hereunto subscribed our names as witnesses on the above date.
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Lillian R. Stauffer
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COMMONWEALTH OFPENNSYLV ANIA:
ss
COUNTY OFDAUPIDN
We, LiDian R. staull'erA 1,(; ":<15 tll1oi&;k;, and [}jGe(>AJIl.J 6,~
the testatrix and the witnesses, respectively, whose names are signed to the attached and foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority: that she signed
willingly, that she executed it as her free and voluntary act for the purposes expressed, that each of the
witnesses, in the presence and in the hearing of the testatrix, signed the Will as witnesses, and that to
the best of our knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound
mind and under no constraint or undue influence.
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Witness
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Lillian R. Stauffer /
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Itness CoO _
Subscribed, sworn to and acknowledged before me b
subscribed and sworn to before me by
~ 4P~. 6.~ hztJ.. , witnesses, this 3 rd day of
LiD~n R. Stauffer, the testatrix, and
10?J E6'/:s and
January
, 1997.
Jo- OV'N~. ~/V\(\2d\/Y
Notary Public
My Commission E ires:
Notarial Seal
Jo-Ann Clemens, Notary Public
Harrisburg, Dauphin County
My Commission Expires Nov. 29, 1999
Member, Pennsylvania Association of Notaries
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Lilhan R. Stauffer I'
-5-
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CERTIFICATION OF NOTICE UNDER RULE S.6(a)
Name of Decedent: LILLIAN R. STUAFFER
Date of Death: October 3, 2001
Will No.
Adrrlln.No. 21-01-1078
To the Register:
I certify that notice of (beneficial interest) estate adrrllnistration 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 November 29,2001.
Name Address
David W. Stauffer 401 Reservoir Road nn -:JJ'i
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11echanicsburg,PA 17055 =(0
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Karen D. Stauffer 401 Reservoir Road en Q
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11echanicsburg,PA 17055 .:, n,
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Kirsten L. Stauffer 401 Reservoir Road () :::g
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11echanicsburg, P A 17055 N
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110nique A. Stauffer 401 Reservoir Road
11echanicsburg, P A 17055
John K. Stauffer 123 Schoolwood Lane
Little Rock, Arkansas 72207
except: none
Date: 11/29/01
11urrel alters, III, Esquire
54 East 11ain Street
11echanicsburg, P A 17055
(717) 697-4650
Capacity: _ Personal Representative
~ Counsel for personal representative
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LAW OFFICES
JAMES D. FLOWER
JOHN E. SLIKE
ROBERT C. SAlOIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR.
CAROL J. LINDSAY
JOHNNA J. KOPECKY
KARL M. LEDEBOHM
JOSEPH L. HITCHINGS
THOMAS E. FLOWER
FORREST N. TROUTMAN, II
SAlOIS, SHUFF, FLOWER & LINOSA Y
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attomey@ssfl-Iaw.com
www.ssfl-Iaw.com
CARLISLE OFFICE:
26 W. HIGH STREET
CARLISLE, P A 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
v
May 30, 2002
Register of Wills
Cumberland County Courthouse
Carlisle, PAl 7013
Re: The Estate of Lillian R. Stauffer
File No. 21-01-1078
Dear Ladies:
Enclosed please find an original and two copies of an inheritance tax return in regard to
the above estate. Also enclosed is a check for $15.00 for the filing fee and a check in the amount
of$3,128.80 representing the tax due. Please return a time-stamped copy of the return to our
office in the envelope provided. Thank you.
Very truly yours,
Sr\,!P~IS' SHUFF, FLOWE~...& LINDSAY
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/sly
Enclosures
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
KAREN D STAUFFER
401 RESERVIOR ROAD
MECHANICSBURG, PA 17055
____un fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 183-14-0179
FILE NUMBER: 2101-1078
DECEDENT NAME: STAUFFER LILLIAN R
DATE OF PAYMENT: 05/31/2002
POSTMARK DATE: 05/30/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 10/03/2001
REMARKS: KAREN D STAUFFER
CHECK# 712
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX( 11-96)
NO. CD 001236
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$3,128.80
$3,128.80
/ '7 -cQ~ - ?
\ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT C SAlOIS
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
'02 ~JlL-9
; L ~ :i_~ 7'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-08-2002
STAUFFER
10-03-2001
21 01-1078
CUMBERLAND
101
Allount Rellitted
PA 17(l":l~1038
'*
REV-1547 EX AFP (01-021
LILLIAN
R
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 =iS4j-E3f-AFP-foY:02Y-NOYicE-OF-YNHEifiTAi.fci-YA'X-APPRA-isEirENT:--AL1-owAi.fci-'ifi------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STAUFFER LILLIAN R FILE NO. 21 01-1078 ACN 101 DATE 07-08-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.200.00
27,642.85
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
3,491.00
174.00
(1lJ
(12)
(13)
(14)
NOTE:
.00 X
6,170.22 X
.00 X
19,007.63 X
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
28,842.85
3.665 00
25, 177 .85
.00
25,177.85
.00
277.66
.00
2,851.14
3,128.80
. ~'''_n. ,,--_.. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-30-2002 CDOO1236 .00 3,128.80
TOTAL TAX CREDIT 3,128.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
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.)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CI/
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Lillian R. Stauffer
Date of Death: October 3, 2001
Will No.
21-01-1078
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:
complete:
1.
Yes
State
X ;
whether
No
administration
of
the
estate
is
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 ; No X
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 X; No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Signa~-
Name: ~obert C. Saidis, Esquire
1.D. No. 21458
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
'7 In I (/It-
Date:
Capacity:
Personal Representative
X Counsel for Personal
Representative
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REV-1500 EX + (6-00)
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--,
FILE NUMBER
o
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME {LAST. FIRST, AND MIDDLE INITIAL}
Stauffer Lillian R.
DATE OF DEATH (MM-DD-YEAR)
NUMBER
21-01-1078
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
183-14-0179
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
DATE OF BIRTH (MM-DD-YEAR)
10/03/2001 06/11/1911
IF APPLICABLE) SURVIVING SPOUSE'S NAME LAST. FIRST. AND MIDDLE INITIAL
REGISTER OF WILLS
SOCJAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12 12-82)
7. Decedent Maintained a Living Trust 0
3 (dale of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
(Attach copy of Will)
o 9. Litigation Proceeds Received
(Attach copy of Trust)
o 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113{A)
(date of death between 12-31-91 and 1-1-95) (AttaCh Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BEOIReCn;DT(),
NAME COMPLETE MAILING ADDRESS
Robert C. Saidis
FIRM NAME (If Applicable)
Saidis, Shuff, Flower & Lindsa
TELEPHONE NUMBER
2109 Market St.
Camp Hill, PA 17011
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation. Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Persona) Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
Non~
NMe
None
OFFICIAL USE ONLY
p
(4)
(5)
None
1,200.00
t...,;
(6)
27,642.85
None
-"
(8) 28,842.85
(11) 3.665.00
(12) 25,177 .85
(13)
(14) 25,177.85
3,491. 00
174.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec_ 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax. Due
20. CHr:ck HERl;;IFYOU ARIHIEQUllSTING A RllFUND OF ANO
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE
"0 0
045
"12
" 15
x
X
X
X
(15)
(16)
(17)
(18)
(19)
0.00
277 . 66
0.00
2 .851.14
3,128.80
6,170.22
19,007.63
Copyright (c) 2000 form software only The Lackner Group, Inc
-
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
401 Reservoir Road
CITY I STATE r ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,128.80
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C) (2)
0.00
TotallnteresVPenalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable 10: REGISTER OF WILLS, AGENT
0.00
":r::::i::::i:i::::::::::::[::!:i':::::iU::::LUj'i::::i::::'::,:i:i:::::::::::::::':::::::ijji::;;::::::j:::::j::;;;:;::::;;:::::;';;;::::::';;;::':';';::::"';;;;::'",;,;""",":
PL.EASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred:
b. retain the right to designate who shall use the property transferred or its income: .
c. retain a reversionary interest: or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
3,128.80
0.00
3,128.80
i~:!fA:~!~~~!~:~~j~:,~f~;~~~~~~:jW:W::,
Yes No
~~
o
o
o
IT]
IT]
IT]
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true,
correct and complete. Declaration of preparer other than the personal representative is based on alilnformation of which preparer has any knowledge.
;V~':;:;;:~GRETURN
SIGNATURE OF PREP ROT. E HAN
DATE
t-f~..T J,<>6 V
DATE
-ZC"'--'
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) (j)J.
For dates of death on or after January 1. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P,S. 9116 (a) (1.1) (it)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving Spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.s. 91 16(a)( llJ
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (cl 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lillian R. Stauffer
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSff 183 -14 - 0179
10/03/2001
FILE NUMBER
21-01-1078
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
1990 Plymouth Colt GL 2 door, 39000 miles
(see appraisal attached)
VALUE AT DATE
OF DEATH
1,200.00
TOTAL (Also enter on line 5, Recapitulation) $ 1,200.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Farm REV-15G8 EX (Rev. 1-97)
-
Rf,V-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lillian R. Stauffer
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSfl 183-14-0179
10/03/2001
FILE NUMBER
21-01-1078
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
David W. Stauffer
ADDRESS
RELATIONSHIP TO DECEDENT
401 Reservoir Road
Mechanicsburg, PA 17055
son
B.
Karen D. Stauffer
401 Reservoir Road
Mechanicsburg, PA 17055
daughter in law
c.
JOINTLY -OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECD.S VALUE OF
account number or similar identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES
1 A 01/14/97 PSECU share 0183140179-S1 82.37 50.00% 41.19
2 A 01/14/97 PSECU CD #0183140179-S50 12,254.58 50.00% 6,127.29
3 A 01/14/97 PSECU CD f10183140179- S53 4,933.47 50.00% 2,466.74
4 B 10/18/00 Waypoint Bank checking 36,970.58 50.00% 18,485.29
2008654
(funds transferred from
an existing jt. acct. with
same bank opened 11/18/99)
5 B OS/24/97 Waypoint Bank checking 1,044.67 50.00% 522.34
#90864955
TOTAL (Also enter on line 6, Recapitulation) $ 27,642.85
T
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc
Form REV-1509 EX (Rev. 1-97)
REY-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Lillian R. Stauffer
SSII 183 -14 - 0179
10/03/2001
FILE NUMBER
21-01-1078
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
Myers Funeral Home 1,710.00
Funeral luncheon 13 7.00
Birdsboro Cemetery, grave opening plus tent rental 430.00
Richard H. Rhoads, Jr. Memorials, headstone 705.00
Rev. John Kimball 50.00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees Saidis, Shuff, Flower & Lindsay 300.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 144.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
Register of Wills, filing fee tax return 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 3,491.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lillian R. Stauffer
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 183 -14 - 0179
10/03/2001
FILE NUMBER
21-01-1078
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
DESCRIPTION
Special Care Agency, final payment
PA Dept. of Revenue, 2001 taxes
AMOUNT
54.00
120.00
TOTAL (Also enter on line 10. Recapitulation) $ 174.00
(If more space is needed. insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems.lnc. Form REV-1512 EX (Rev. 1-97)
-
R':V-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Lillian R. Stauffer
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions. and
transfers under Sec. 9116(a)(1.2)]
David W. Stauffer
401 Reservoir Rd.
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Do Nollisl T,uslee(s)
FilE NUMBER
21-01-1078
AMOUNT OR SHARE
OF ESTATE
SSfl 183 -14 - 0179
10/03/2001
NUMBER
I.
son
surviving jt.
owner on bank
accounts
2
Karen D. Stauffer
401 Reservoir Rd.
Mechanicsburg, PA 17055
daughter in law
surviving jt.
owner on bank
accounts
(no probate funds available for dist.)
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART" - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed. insert additional sheets of the same size)
CopyrIght (c) 2000 form software only The Lackner Group. Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
-
lllZl1Ql
10:43:16AM
o & 0 AUTO SERVICE INC.
Page 1
808 WEST TRINDlE ROAD
MECHANICSBURG, PA 17055
(717) 697-6245
Thank you,have a good day. We are open 7 am to 5:00 pm Monday thru Friday.
Estimate # 8314
4 LILLIAN RUTH STAUFFER
401 RESOVOIR RD
MECHANICS BURG, PA 17055
Home Phone: 697-2546
Work Phone: 761-1865
1990 PLYMOUTH eOL T GL 2DR AfT
License: DBK7270 PA Color: Beige
Fleet Id No : Odometer: 39,037
VIN : JP3CU24X6LU085539
Engine: 1.5L
PO Number:
Retum Parts: No
Originated: 11/23/01
-----------:----------------------------------------- Notes ----______________________________,.::._:::=)
THIS IS TO STATE THAT SAID VEHICLE ABOVE IS ASSESSED TO BE WORTH APPROXIMENT VALUE Of $lL~/
00 DOLLARS DUE TO CONDITION OF VEHICLE.
------------------------------------------------------------ T atals -------______________________________________________
Parts:
Labor:
Sublet:
Supplies:
Tax:
so.oo
SO.OO
$0.00
$0.00
$0.00
$0.00
-----------------------------------------------------------------------------------------------------------------------------------
Estimated Total:
THANK YOU HAVE A GOOD DAY
I hereby authorize the above repair work to be done along with necessary materials.You and your employees may operate vehicle for
purposes of testing, Inspection,,,, delivery at my risk. .NOTE- WE CHARGE $20.00 CHECK RETURN CHARGE.
An express mechanics lien is acknowledged on above vehicle to secure the amount of repair thereto.!t is also understood that you will
not be held responible for loss or damage to vehicle or articles left in vehicle in case of fire, theft or any other cause beyond your
control.Lot rent $5.00 a day on vehicle left on our iot with no approval for repair,or if not picked up and bill paid in full within 3 days
after repair completed.
Customer signature
PSEC~
the financial link
December 14,2001
Account # 0183 ]40] 79
MURREL R W ALTERS
54 E MAIN STREET
MECHANICSBURG, PA 17055-3851
Dear MR W AL TERS:
The following is the status of LILLIAN R STAUFFER's account with PSECU as of the date of death.
Joipt Owner's Name
Date Established
Date of Death
Date of Birth
DAVID W STAUFFER JT TEN WfROS
01.14.]997
]0.03.2001
06.] 1.191]
Share(s)
Regular Shares (S I)
Money Market (S7)
12-Month Certificate (S50)
9-Month Certificate S(53)
Balance
$ 82.36
0.00
12,250.00
4932.50
Accrned Dividend
$ .01
.00
4.58
.97
The dividend earned from January I, 200 I through the date of death was $878.94. The decedent had no
loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call
234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then
extension 2227.
Sincerely,
~ -1 /
"'."---IO--'-~~
v, I -c-:..; /
M Fairfax r
Member Servic'e'Representative
Finance Support Unit
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484' (800) 237-7328
Mailing Address: P.O. Box 67013. Harrisburg, PA 17106-7013' (717) 777-2100 (TOO). (800) 472-1967 (TOO)
Web Address: www.psecu.com
Savings federally insured up to $100,000 by the National Credit Union Administration.
-
r~tLL
"-
Harrisburg, PA 17106-7013 (800) 237-7328 (Nationwide)
website - http://www.psecu.com
USE THE SELF-SERVICE TELEPHONE:
-FOR BALANCE INQUIRIES
-TO TRANSFER FUNDS
-TO MAKE LOAN PAYMENTS
-AND MUCH, MUCH MORE
enmylvonio Slole Employees (redll Union
POImNG
"""
09/01 ID 01
09/30
09/30
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LILLIAN R STAUFFER
4g1 RESERVOIR RD
MECHANICSBURG PA 17055-6147
JOINT OWNER
DAVID W STAUFFER
MEMBER NUNSEA
0183XXXXXX
"fRANSJlCllON DESCRtP"r1'oN
REGULAR SHARES BEGINNING BALANCE
PAYMENT: DIVIDEND 2.720%
ANNUAL PERCENTAGE YIELD EARNED
RIlSED ON IlVERAGE DIlILV RIlLANCE
ENDING BALANCE
DIVIDEND YTD, YEAR TO DATE
09/01/01 THROUGH
74.24
09/01 ID 07
09/30
=======================================================================================
HONEY MARKET SHARES BEGINNING BIlLANCE
ENDING BALANCE
DIVIDEND VTD, YEIlR TO DATE
09/01 III 50
09/30
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==.;:: :~:=_;:: =:=':=::; == =::
09/30
till/50
0.00
12 MONTH CERTIF1CATE-1 BESINNING BALANCE.
PAYMENT: DIVIDEND 6.830%
ANNUAL PERCENTAGE YIELD EARNED 7.05% FROM 09/01/01
WITHDRAWAL TRANSFER TO SHARE DD
ENDING BALANCE
12 MONTH CERTIFICATE-1 WILL
DIVIDEND YTD, YEAR TO DATE
09/30
---------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------
4932.50
09/01 ID 53 9 MONTH CERTIFICATE-4 BEGINNING BALANCE
=======================================================================================
ID liD IIIVIDEND DISBURSEMENT BEGINNING BAI.ANCE
. WITHDRAWAL BlLt PAYER
LILLIAN R STAUFFER
PAYMENT: TRANSFER FROM SHARE 50
PAYMENT: TRANSFER FROM SHARE 53
ENDING BALANCE
DIVIDEND YTD: YEAR TO DATE
011/30
09/30
09/30
09/30
09/30
PAYMENT: DIVIDEND 3.59C~
l4.55
4947.\i5
ANNUAL PERCENTAGE VIELD EARNED 3.657. FROM 09/01/01
WITHDRAWAL TRANSFER TO SHARE DO
ENDING BALANCE
9 MONTH CERTIFICATE-4 WILL MATURE ON 04/09/02
DIVIDEND YTD: YEAR TO DATE
THROUGH 01l/30/01
14.55- 4932.50
4932.50
177 . 92
68.77
14.55
68.77
83.32
83.32
0.00.
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TOTAL DIVIDEND YTD, YEAR TO DATE
873 . 38
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LAST WILL OF LILLIAN R. STAUFFER
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I, Lillian R StautTer , of Cumberland County, Pennsylvania, make this my Last Will and
hereby revoke all my prior Wills, Codicils and Instruments in the nature of testamentary dispositions:
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ITEM ONE FAMILY I declare that I am a widow and not remarried. My sons are David
W. Stauffer and John K Stauffer.
ITEM TWO APPOINTMENT OF EXECUTOR I appoint my son, David W. StautTer,
Executor of this my last Will Should my son fail to qualify or cease to act in such capacity, I then
appoint my daughter-in-law, Karen D. StautTer. My personal representative shall receive reasonable
compensation.
ITEM THREE: WAIVER OF BOND. I direct that any fiduciary acting hereunder shall not
be required to enter bond or other security in any court of jurisdiction in which said fiduciary may be
called upon to act.
ITEM FOUR: ADMINISTRATIVE EXPENSES. I direct that the expenses of my last illness
and funeral and all just debts which I have incurred, and which are not barred by any applicable statute
of limitations, all taxes may be assessed in consequence of my death, of whatever nature and by
whatever jurisdiction imposed, and the cost of the administration of my estate be paid as soon as
practical after my death, shall be paid from my residuary estate as a part of the expense of the
administration of my estate.
Notwithstanding the foregoing, any property which passes outside of this Will, but is
included in my estate for federal estate tax purposes, for Pennsylvania inheritance tax purposes, and for
any other tax which may be assessed in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall bear an appropriate, proportionate share of such taxes applicable to this
estate.
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ITEM FIVE: REAL PROPERTY I give and devise, absolutely and in fee simple, all real
estate and interests in real estate that I may own at the time of my death, whether or not it is my
condominium at Westfields Condominium, known as 137 Easterly Drive, Mechanicsburg, Pennsylvania
17055, to my son, David W. Stauffer, if he shall survive me by thirty (30) days; but if he shall not
survive me by thirty (30) days, then I direct my Executor to sell all such real estate and interests in such
real estate, in the exercise of and pursuant to the power granted to my Executor in Item TEN of this
my Will, and to dispose of the net proceeds thereof as a part of my residuary estate.
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ITEM SIX PERSONAL PROPERTY I give and bequeath all furniture, furnishings,
household goods, books, objects of art, wearing apparel, jewelry, automobiles and their accessories, all
personal effects, and contents of my condominiwn, together with all policies of insurance relating
thereto, to my daughter-in-law, Karen D. Stauffer and my to granddaughters, Kirsten L Stauffer and
Monique A Stauffer, to be divided as they shall agree Ifany of them do not survive me by thirty (30)
days, then her share shall lapse and be distributed to the survivors of Karen D. Stauffer, Kirsten L
Stauffer, and Monique A Stauffer. If Karen D. Stauffer, Kirsten L Stauffer, and Monique A Stauffer,
or the survivors of them, do not agree to the division of the said property among themselves, my
Executor shall make such division among them, the decision of my Executor to be in all respects
binding upon my beneficiaries. I request that my Executor and beneficiaries abide by any memorandum
I may leave directing the disposition of this property or any part of it This request is a suggestion but
is not a requirement I want these items of sentimental value to me to go to Karen D. Stauffer, Kirsten
L Stauffer, and Monique A Stauffer because they will value them also
If none of them survive me by thirty (30 ) days, I give, devise and bequeath all such tangible
personal property to my son David W Stauffer, provided that he survives me by thirty (30) days If
my son, David W Stauffer does not survive me by thirty (30) days, then I give, devise and bequeath all
such tangible personal property to my son, John K Stauffer, provided that he survives me by thirty
(30) days If my son, John K Stauffer, does not survive me by thirty (30) days, then his share shall not
lapse, but shall be distributed in equal shares between his children, J Kenneth Stauffer and Matthew
Stauffer, who survive him.
All my intangible personal property including but not limited to the proceeds of any sale of my
condominium which may occur prior to my death, cash, certificates of deposit, bank accounts,
securities, or items of like nature, whether held separately or jointly with my son, David W Stauffer,
together with all policies of insurance relating thereto, to my son, David W Stauffer, providing he
survives me by thirty (30) days If my son, David W Stauffer, does not survive me by thirty (30) days,
I bequeath such intangible personalty and insurance thereon to be added to and distributed with the
residue of my estate as hereinafter provided.
ITEM SEVEN RESIDUE, All the rest, residue and remainder of my Estate of every nature
aud wherever situate, whether it be real, personal, or mixed, including property over which I have a
power of appointment, I give, devise and bequeath to my two (2) sons David W Stauffer and John K
Stauffer, in equal shares provided they individually survive me by thirty (30) days. In the event that
either one of them or both of them do not survive me by thirty (30) days, then his share shall not lapse,
but shall be distributed among his surviving children, per stirpes.
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ITEM EIGHT SIMULTANEOUS DEATH If a beneficiary and I should die under such
circumstances as would render it doubtful whether the beneficiary or I died first, then it shall be
conclusively presumed for the purposes of this Last Will and Testament that said beneficiary
predeceased me
ITEM NINE ADMINISTRATION EXPENSES PROVISION. If an election to do so is
provided by law, I direct my Executor to claim any expenses of administration of my estate as income
tax deductions upon any income tax return or returns whenever and to the extent that in my Executor's
judgment such action will achieve an overall reduction in the income taxes and inheritance, estate, and
succession taxes for the benefit of my estate and of the beneficiaries hereof I further direct that no
compensating adjustments as between income and principal accounts shall be required or made as a
result of such actions.
ITEM TEN EXECUTOR'S AUTHORITY. I confer upon my personal representatives full
power and authority to sell, (without the order of any court), either at public or private sale, transfer,
convey, mortgage, lease (for any period oftirne), and grant options concerning any property, real or
personal, which I may own at the time of my death, at such time and price, and upon such terms and
conditions (including credit) as my Executor deems suitable, and to compromise or otherwise settle,
claims and demands ot; or against, my estate, without the order of any court or the approval of any
beneficiaries. In addition, I authorize and empower my Executor to retain any and all stocks, bonds,
notes, securities and other property constituting my estate at the time of my death, and, in his sole
discretion, to pay any legacy and to make any division or distribution of my estate in cash or in kind, or
partly in cash and partly in kind, and to make reasonable and equitable valuations and apportionments
of the property to be so divided or distributed. In making distribution of my estate, my Executor may
give due regard to the personal preferences of my legatees.
ITEM ELEVEN: NO CONTEST. I fully realize that I have not provided equally for all
members of my fumily in this Will. That is my intention. If any of my heirs, in any manner, directly or
indirectly, challenges, contests, or attacks this Will or any of its provisions, any share or interest which
they might have received if I had died intestate, shall be forfeited as if that heir had predeceased me
without issue.
ITEM TWEL VB NON-ALIENATION. No interest of any beneficiary under this Will, or
any Codicil hereto, shall be subject to anticipation, assignment, pledge, obligation, or voluntary or
involuntary alienation of the beneficiaries. In addition, it shall not be subject to any execution,
attachment, levy or sequestration, or other claims of the creditors of said beneficiaries, or any of them.
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ITEM TIllRTEEN: DISTRIBUTION TO MINORS. If any propeny passes under this Will
to my granddaughters, Kirsten L. Stauffer and Monique A Stauffer while either is a minor, it may be
distributed to her parent or legal guardian, as custodian for her. If any propeny passes under this Will
to my grandsons, J Kenneth Stauffer and Matthew Stauffer while either is a minor, it shall be
distributed to whomever my Executor selects to act as custodian of the property for that minor A
receipt signed by the custodian shall release my Executor from additional responsibility regarding the
property distributed to a minor
ITEM FOURTEEN DEFINITIONS. The term "Executor" as used herein shall be deemed to
include and apply to my successor Executor whenever he may be acting hereunder.
Words importing the singular number and masculine gender herein, shall be understood to
apply to one or more persons and to females as well as males.
The headings used in this Will are for ease of locating provisions and are not to be used in
interpreting the Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will, this
3rddayof January, 1997.
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The foregoing Last Will, consisting offive (5) typewritten pages, this included, each page
thereof bearing on the bottom the signature of the Testatrix, was this 3rd day of January
1997, signed, sealed, published, and declared by Lillian R Stauffer, the said Testatrix, as and for her
Last Will, in our presence, and we, at her request, in her presence, and in the presence of each other,
have hereunto subscribed our names as witnesses on the above date.
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COMMONWEALTH OF PENNSYL V ANlA:
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COUNTY OF DAUPHIN
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We, Lillian R. Stauffer,J..91;(i I':;,..c )f )1o!),t5~~) , and i!je0-'~~j- G", ~b!ii12-
the testatrix and the witnesses, respectively, whose names are signed to the attached and foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority: that she signed
willingly, that she executed it as her free and voluntary act for the purposes expressed, that each of the
witnesses, in the presence and in the hearing of the testatrix, signed the Will as witnesses, and that to
the best of our knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound
mind and under no constraint or undue influence.
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. Subscribed, sworn to and acknowledged before m~ L~~n R. ~~u~~r, the testatrix, and
subscnbed and sworn to before me by ~'/'l:, i'./H /1/ ;!/oO,E'CC7(; and
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/n:p:J.c- .::>I.Q'TtG. 6FI~ bzn- , witnesses, this 3rd day of January , 1997.
Jo- Clv"v\"~ CJ:..DVV'f",y
Notary Public
My Commission E ires
Notarial Seal
Jo,Ann Clemons. Notary Public
Hamsburg. Dauphin County
My COm:i1lSsion Expires Nov. 29. 1999
Member. Pennsylvania Association of Notaries
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