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RCC-33 ill-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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RESIDENT DECEDENT
COUNTY OF CUMBERLAND
IMPORT ANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re~enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Mary
IN THE MATTER OF THE ESTATE OF }AFFIDAVIT OF
Stansfield, a/k/a Mary E. Stansfield EXECUTORS
(STATE FULL NAME OF DECEDENT)
Cumberland County ~
Late of
State of
PelTIlsylvania
County of
Cumberland
C. Herman Stansfield and Charles E. Stansfield
} ..,
Co- ExecutorS
~
of the estole 01 the above-named decedent being duly sworn, depose
and say
Decedent died
29
19~{testate leaving 0 last will, copy 01 which is hereto attached. }
(YEAR) ~
September
(MONTH)
Name and address of attorney or }
other authorized representalive 10 whom .
all corresi'andence should be mailed.
(DAY)
James D. Bogar
23 West Main Street, Shiremanstown, Pa. 17011
That as such Co-Executors deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
Commonwealt Natlonal
Shiremanstown. Pa.
Son
That the contents of said safe deposit box or boxes are itemized under Schedules
wi th the exception of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detai I all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interes t thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities. of clos.e or family corporations, the values reported are as far as
possible substantiated by f.1nancial statements of the corporations, .showing the assets and l1ablli ties
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, f'inancial statements showing the assets and liabilities of said co-partnerShip or husiness.
A copy of the co-partnership agreement, (if oral, a statement settingf'orth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to t~ke effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Ther.~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, orjointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
Contains a statement showing which of the beneficiaries named in the decedent's Will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly wi th another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vesti ture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and Impaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the summarY.~ - 11 ~L. / Ju/y;; ~ ~.
..~:b(1.~ and S;:~fto b;;;;e~~~~:;.;: r:~~J:.~i~lI<:.lX!.L._.
.....~ t. (]y'1:f:~.ARNOLO' N~t"y p'b'k.'. .mS~h6~~~!:,~t:f:;~~~._....__.
(j . Shirrn-'<lnstowli, Cu~,lberland Co., Pa.
My Commission Expires Sept. 6. 19a2..HHH'H{CitiiH";:"'T~;;;:;'''''~;i'''su;.~r''H'''''''''H'''H'.''''.....
NOTE: Before signing affidavi t make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RC C-34 (4-7.~)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant .in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3)
described by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMA TED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In thIs space)
to be listed on Schedule "F" and must not be deducted from this schedule.
None
,
N e ,,--'L
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
Item
No.
Rec -35
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"
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal pro-perty owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estat~
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortg~ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
ITEM
List and describe fUlly
UNIT
VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
ESTIMATED
MARKET VALUE
1.
Furniture and personal belongings sold at
public sale resulting in gross proceeds of
$2,056.45
Commonwealth National Bank stock - Certificate
No. 1961, 71 shares; Certificate No. S33ll, 72
shares; Certificate No. 5931, 1 share
Date of death value - $35.00 per share
Commonwealth National Bank, Evergreen Savings
Account No. 16-0010529-8, Account established
July 31, 1974
Principal Balance: $4,519.53
Accrued Interest: 62.39
Date of Death Balance: $4,581.92
State Capital Savings, Savings Account No.
001-00-04614, Account Established January 13,
1959
Principal Balance: $6,930.45
Accrued Interest: 89.51
Date of Death Balance: $7,019.96
Balance due and owing as of September 29, 1978
on Agreement of Sale of Real Estate entered into
by and between Mary Stansfield and Charles E.
Stansfield on April 28, 1977. Total consideration
of the Agreement was $8,000.00.
Balance due and owing as of September 29, 1978
on Agreement of Sale of Real Estate entered into
by and between Mary Stansfield and Clarence L.
Whisler and Vera L. Whisler, his wife, on
April 28, 1977. Total consideration of the
Agreement was $8,000.00.
5,639.93
/'
2,056.45""
2.
-~
5,040.0<Y /
3.
,/
4,581. 92.....
4.
7,019.96
5.
7,140.53'
6.
TOTAL
$31,478.79
~ ~ 1 q'-1t:1l'l
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reported" column on the last page of this return.
RCC - 36
CnMMO\WEALTI! OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
n.ES IDE:\'T DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) NO
(2) Did decedent, within two years of death, transfer property from hi~~elf to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) NO
(3) If' the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer N/ A
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no) No
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer. yes or no) No
(b) What was the transferee's age at time of decedent's death? NtA
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others N/ A
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reservert power to alter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiar~ reserved in the decedent alone or the decedent and others?
(Answer yes or no) NO
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
None
f'-.J C\--~
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
Rq~-37 '(12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "DO>
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP ! DATE
(If step-children or i SURVIVED INTEREST OF
State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY
aye an interest, vested, contingent or other- are involved, set STATE YES BIRTH IN ESTATE
wise, in estate) forth this fact.) OR NO
c. Hennan Stansfield Son Yes Adul t One-fourth
96 South Market Street
Shirernanstown, Pa. 17011
I
Charles E. Stansfield Son Yes Adul t One-fourth
299 East Green Street
Shirernanstown. Pa. 17011
.-.
I Adult One-fourth
Harold w. Stansfield I Son Yes
-----
!{. D. #2 I
! _..._----...
Hummelstown, Pa. 17036 I
I .-.....----. -'-'.-- -----,-~-~ -- ._.
!
Vera L. Whisler uaughter i Yes Adul t One-fourth
I I ..~-~-_._- .'-_..--_..
13 East Main Street i I
I -~-_..
Shirernanstown, Pa. 17011
.-.....- .....--. -
I
I --.---
i '-'--'--'--
i
I
I ----
I
I -~~~._--_._-
_.-- -
~---_.
--~.
!
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
.... -;
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u =' 0
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SUMMARY
. .(Sch. "A")
(Sch. "B")
(Sch. "C")
Real Property
Personal Property
Transfers
Gross Taxable Estate
( 1 )
(As Reported)
$ NOlle .
$.3.LA78~}9 . .
$N.()!l~ u .
$
$
$ .
(2)
(As Determined)
$
$
$
$
$.
$
'"d
,....;
Q)
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~.c C-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schertule must disclose all property, real and personal, ownert by the rtecedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief rtescription, as indicated Imder Schedule
"A", plus the date and place of record of instrument effecting vesti ture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decertent.
Description of Property, Date of Acquisition, Name Unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Recorrt of Instrument, where Real Estate.
1. Corrnnonwealth National Bank, Checking
Account No. 162-862406-4, Account
Established September 1978, Titled
Mary E. Stansfield or Vera Whisler.
Date of Death Balance: $2,002.67
2. Corrnnonwealth National Bank, Evergreen
Savings Account No. 16-0010547-0, Account
Established October 1, 1974, Titled
Mary E. Stansfield or Vera Whisler.
Principal Balance: $5,176.90
Accrued Interest: 71.47
Date of Death Balance: $5,248.37
3. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0010, Issued July 29,
1973, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $502.59
4. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0015, Issued August 2,
1973, Titled Mary E. Stansfield and
Charles Stansfield.
Principal and Accrued Interest: $1,009.71
5. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0016, Issued August 2,
1973, Titled Mary E. Stansfield and
Harold Stansfield.
Principal and Accrued Interest: $1,009.71
6. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0019, Issued Sept. 4,
1973, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $1,004.17
7. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0021, Issued Sept. 7,
1973, Titled Mary E. Stansfield and
C. Herman Stansfield.
Principal and Accrued Interest: $1,003.67
8. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0022, Issued Sept. 7,
1973, Titled ~fury E. Stansfield and
Harold W. Stansfield.
Principal and Accrued Interest: $501.85
9. Corrnnonwea1th National Bank, Certificate
of Deposit No. 16-0025, Issued Oct. 8,
1973, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $506.96
10. Corrnnonwealth National Bank, Certificate
of Deposit No. 16-0026, Issued Nov. 13,
1973, Titled ~fury E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $503.93
100%
50%
50%
50%
50%
50%
50%
50%
50%
50%
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
DEPART~{ENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
2,002.67/
/
2,624.19'
251.30//'
504.86,/"
504.8b//
/
502.09
~/
501.84
250.93
253.4E
251.97 ./
.Fl C C-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scheetule must disclose all property, real and personal, owneet by the rlecedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief etescription, as indicated lmeter Schedule
"A", plus the etate and place of record of instrument effecting vesti ture, but eto not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", 111us date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisi tion, Name Uni t percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Recoret of Instrument, where Real Estate.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
11. Commonwealth National Bank, Certificate
of Deposit No. 16-0027, Issued Jan. 2,
lY74, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $1,009.71
12. Commonwealth National Bank, Certificate
of Deposit No. 16-0030, Issued Feb. 13,
1974, Titled Mary E. Stansfield and
Harold W. Stansfield.
Principal and Accrued Interest: $503.93
13. Commonwealth National Bank, Certificate
of Deposit No. 16-0032, Issued May 4,
1974, Titled Mary E. Stansfleld and
Vera Whisler.
Prlncipa1 and Accrued Interest: $1,009.~
14. Commonwealth National Bank, Certificate
of Deposit No. 16-0034, Issued June 19,
1974, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $500.83
15. Commonwealth National Bank, Certificate
of Deposit No. 16-0035, Issued July 21,
1974, Titled Mary E. Stansfield and
C. Herman Stansfield.
Principal and Accrued Interest: $1,011.7
16. Commonwealth National Bank, Certificate
of Deposit No. 16-0037, Issued July 21,
1974, Titled Mary E. Stansfield and
Harold W. Stansfield.
Principal and Accrued Interest: $1,011.73
17. Commonwealth National Bank, Certificate
of Deposit No. 16-0039, Issued July 31,
1974, Titled Mary E. Stansfield and
C. Herman Stansfield.
Principal and Accrued Interest: $1,010.05
18. Commonwealth National Bank, Certificate
of Deposit No. 16-0040, Issued July 31,
1974, Titled Mary E. Stansfield and
Harold W. Stansfield.
Principal and Accrued Interest: $1,010.05
19. Commonwealth National Bank, Certificate
of Deposit No. 16-0041, Issued July 31,
1974, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $1,010.05
20. Commonwealth National Bank, Certificate
of Deposit No. 16-0042, Issued July 31,
1974, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $l,OlO.Oc
50%
504.86
50%
251.97
50%
504.69
50%
250.42
50%
505.87
50%
505.87
50%
505.03
50%
505.03
50%
505.03
50%
505.0"
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
,FiC C-3B
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scherlule must disclose all property, real and personal, owned by the decedent jointly
wi th another or others, including intangibles, standing in the name of' the decedent and others. List
real estate f'irst, as entireties, or joint tenants, giving brief' rlescription, as indicated lmder Schedule
"A", plus the date and place of' record of' instrument ef'f'ecting vesti ture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of' acquisition, and the name, address and relationship (if' any) of' co-owners to
the decedent.
Description of' Property, Date of' Acquisition, Name unit percentage Estate
Address and Relationship of' Co-Owners, and Place Value Share Valuation
of' Recorrl of Instrument, where Real Estate.
DEPART1{ENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
Property Interest
21. Commonwealth National Bank, Certificate
of Deposit No. 16-0043, Issued Dec. 3,
1974, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $502.17
22. Commonwealth National Bank. Certificate
of Deposit No. 16-0044, Issued Jan. 12,
1975, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $506.63
23. Commonwealth National Bank, Certificate
of Deposit No. 16-0045, Issued May 5,
1975, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $504.60
24. Commonwealth National Bank, Certificate
of Deposit No. 16-0046, Issued May 17,
1975, Titled Mary E. Stansfield and
C. Herman Stansfield.
Principal and Accrued Interest: $503.60
25. Commonwealth National Bank, Certificate
of Deposit No. 16-0047, Issued August 2,
1975, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $504.69
26. Commonwealth National Bank, Certificate
of Deposit No. 16-0049, Issued March 21,
1977, Titled Mary E. Stansfield and
C. Herman Stansfield.
Principal and Accrued Interest: $500.67
27. Commonwealth National Bank, Certificate
of Deposit No. 16-0050, Issued Oct. 14,
1975, Titled Mary E. Stansfield and
Harold W. Stansfield.
Principal and Accrued Interest: $506.46
28. Commonwealth National Bank, Certificate
of Deposit No. 16-0051, Issued March 21,
1977, Titled Mary E. Stansfield and
Harold W. Stansfield.
Principal and Accrued Interest: $500.67
29. Commonwealth National Bank, Certificate
of Deposit No. 16-0052, Issued March 24,
1977, Titled Mary E. Stansfield and
Vera 1. Whisler.
Principal and Accrued Interest: $500.67
30. Commonwealth National Bank, Certificate
of Deposit No. 16-0053, Issued March 21,.
1977, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $500.67
50%
251.09 ,.
50%
253.32'-
50%
,-
252.30
50%
251.80
50%
252.35/
100%
/,/
500.67
l-/'//
50%
253.23
100%
,,//..-,.
100%
500.6~
100%
500.6'"
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of' this return.
~CC-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTL Y OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scheflule must disclose all property, real and personal, owned by the rlecedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief flescription, as indicated lmder Schedule
"A", plus the date anfl place of record of instrument effecting vesti ture, but rlo not include entireties
or out of state real estate value in estate valuation column. Personal property shoulfl be listed as in
Schedule "8", plus flate of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name Unit percentage Estate
Address and Relationshlp of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEPART1lENT VALUATION
CAUTION-Do not Wrlte
In This Space.
Value of Value of
Entire Decedent's
property Interest
31. Commonwealth National Bank, Certificate
of Deposit No. 16-1457, Issued Feb. 23,
1978, Titled Mary E. Stansfield and
C. Hennan Stansfield.
Principal aIld Accrued lnterest: $503.09
32. Commonwealth National Bank, Certificate
of Deposit No. 16-1322, Issued August 15,
1977, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $503.76
33. Commonwealth National Bank, Certificate
of Deposit No. 16-1434, Issued Jan. 10,
1978, Titled Mary E. StaIlsfield and
Charles E. Stansfield.
Principal and Accrued Interest: $506.80
34. Commonwealth National Bank, Certificate
of Deposit No. 16-1263, Issued May 11,
1977~ Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $504.10
35. Commonwealth National Bank, Certificate
of Deposit No. 16-1529, Issued June 23,
1978, Titled Mary E. Stansfield and
Charles E. Stansfield.
Principal and Accrued Interest: $500.50
36. Commonwealth National Bank, Certificate
of Deposit No. 16-1384, Issued Nov. 1,
1977, Titled Mary E. Stansfield and
Vera Whisler.
Principal and Accrued Interest: $528.44
37. Dauphin Deposit Bank and Trust Company,
Certificate of Deposit No. 14-03-727142,
Issued Oct. 2, 1974, Titled Mary E.
Stansfield or Charles E. Stansfield.
Principal aIld Accrued Interest: $1,018.29
38. Dauphin Deposit Bank aIld Trust Company,
Certificate of Deposit No. 15-03-014753,
Issued Sept. 23, 1977, Titled Mary E.
Stansfield or C. Hennan Stansfield.
Principal and Accrued Interest: $1,001.21
39. Dauphin Deposit Bank and Trust Company,
Certificate of Deposit No. 15-03-014754,
Issued Sept. 23, 1977, Titled Mary E.
Stansfield or Vera Whisler.
Principal and Accrued Interest: $1,001.21
40. Dauphin Deposit Bank and Trust Company,
Certificate of Deposit No. 15-03-014755,
Issued Sept. 23, 1977, Titled Mary E.
Stansfield or Harold W. Stansfield.
Principal and Accrued Interest: $1,001.2]
100%
503..09
100%
503.76
100%
506.80
100%
504. lC
100%
500.5C
100%
528.4.::1
50%
509.U
100%
1,001. 2
100%
1,001.21
100%
1,001.21
Insert thls total opposite "Jointly Owned Property", Schedule "E"
ln the "As Reported" colurrm on the last page of this return.
.f! C C-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scheciule must disclose all property, real and personal, ~ned by the necedent jointly
wi th another ur others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief ciescription, as indicated {mder Schedule
"A", plus the date and place of record of instrument effecting vesti ture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", }llus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisi tion, Name uni t percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEPART1lENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
41. Dauphin Deposit Bank and Trust Company,
Savings Account No. 15-1-0288-2, Account
Established Sept. 19, 1973, Titled MaryE.
Stansfield or Vera Whisler.
Principal Balance: $697.73
Accrued Interest: 9.72
Date of Death Balance: 707.45
50%
707.45
42. CCNB Bank, N.A., Savings Account No.
009-021056-8, Account Established
Sept. 24, 1964, Titled Mary E. Stansfield
or C. H. Stansfield.
Principal Balance: $1,284.41
Accrued Interest: .42
Date of Death Balance: 1,284.83
43. CCNB Bank, N.A., Certificate No. 765165,
Issued Oct. 18, 1976, Titled Mary E.
Stansfield or Harold W. Stansfield.
Principal and Accrued Interest: $1,013.18
44. CCNB Bank, N.A., Certificate No. 2188,
Issued Nov. 17, 1969, Titled Mary E.
Stansfield or Harold W. Stansfield.
Principal and Accrued Interest: $1,005.97
45. CCNB Bank, N.A., Certificate No. 765153,
Issued June 24, 1976, Titled Mary E.
Stansfield or Charles E. Stansfield.
Principal and Accrued Interest: $1,000.90
50%
642.42
100%
1,013.18/
50%
502.99 /"
50%
500.4~ ,,/
46. State Capital Savings, Account No.
002-20-10466, Issued Feb. 27, 1976,
Titled Mary E. Stansfield or C. Herman
Stansfield.
Principal and Accrued Interest: $1,016.64
47. State Capital Savings, Account No.
002-20-10465, Issued Feb. 27, 1976,
Titled Mary E. Stansfield or Harold W.
Stansfield.
Principal and Accrued Interest: $1,016.64
48. State Capital Savings, Account No.
002-20-10468, Issued Feb. 27,1976,
Titled Mary E. Stansfield or Charles E.
Stansfield.
Principal and Accrued Interest: $1,016.64
49. State Capital Savings, Account No.
002-20-10467, Issued Feb. 27, 1976,
Titled Mary E. Stansfield or Vera Whisler
Principal and Accrued Interest: $1,016.64
50%
508.32 ///'
50%
508.32L
,/
50%
508.3L
50%
508.3L
TOTAL
$27?668.QO
'21l (;> C) C:, l'C'
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Heported" column on the last page of this return.
~T'L-c\. (.~
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. -
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Commonwealth
National Bank /
~.
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\
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October 25, 1978
James D. Bogar
23 West Hain Street
Shiremanstown, Pa.
17011
Re: Estate of Mary E. Stansfield
Dear Mr. Bogar:
In reply to yourletter.date(LQ~tober 17, 1978 on the above estate,
following information listed is as"o'f~..,Q~O.D. September 29, 1978: o.\L '
. - ~--
Checking Account - 11162-862406-4 ~ ~ ~ ~ .
$2,002.67 Opened - 9/11/69 V\.______ Y'
In her name only ~
Evergreen Savings Account - 1116-0010529-8 ~
$4,519.53 Accrued Interest - $62.39
Opened - 7/31/74 In her name only
Evergreen Savings Account - #16-0010547-0 ~
$5,176.90 Accrued Interest - $71.4~
Opened - 10/1/74 Joint with Vera Whisler
the
l,
Certificate of Deposits -
Number Princ. Accrued Int. Owner
.' #111-0010 $ 500.00 $ 2.59 /./'. Vera Whisler
. 16-0015 1,000.00 9.Y Charles Stansfield
v 16-0016 1,000.00 9. Harold Stansfield
. 16-0019 1,000.00 4.17 Vera Whisler
....16-0021 1,000.00 3.67 C. Herman Stansfield
\. 16-0022 500.00 1.85 Harold W. Stansfield
... 16-0025 500.00 6.96 Vera Whisler
v 16-0026 500.00 3.93 /,./// Vera Whisler
l 16-0027 1,000.00 9.71 Charles E. Stansfield
... 16-0030 500.00 3.93 / Harold W. Stansfield
v 16-0032 1,000.00 9.38 Vera Whisler
, 16-0034 500.00 .83 Charles E. Stansfield
\/16-0035 1,000.00 11. 73 .. C. Herman Stansfield
16-0037 1,000.00 11. 73 .,/.. Harold W. Stansfield
/'
v 16-0039 1,000.00 10.05 // C. Herman Stansfield
. 16-0040 1,000.00 10.05 Harold W. Stansfield
v 16-0041 1,000.00 10.05 Charles E. Stansfield
/,16-0042 1,000.00 10.05 Vera Whisler
The Commonwealth National Bank, 10 South Market Square, Harrisburg, Pa. 17108 (717) 664.9600
L
, .t"
"'..U'
'^
Certificate of Deposits - (Continued)
Numb er Princ. Accrued Int. Owner
.A/16-0043 $ 500.00 $ 2.17 Charles E. Stansfield
.... 16-0044 500.00 6.63 Vera Whisler
0/16-0045 500.00 4.60 Charles E. Stansfield
,,16-0046 500.00 3.q!J C. Herman Stansfield
". 16-0047 500.00 4.69 Vera Whisler
v16-0049 500.00 .67 C. Herman Stansfield
t. 16-0050 500.00 6.46 Harold W. Stansfield
.;' 16-0051 500.00 .67 Harold W. Stansfield
v 16-0052 500.00 .67 Vera L. Whisler
v 16-0053 500.00 .67 ,/,. Charles E. Stansfield
11"16-1457 500.00 3.09' C. Herman Stansfield
v16-1322 500.00 3.76 Charles E. Stansfield
V'16-l434 500.00 6.80 Charles E. Stansfield
v 16-1263 500.00 4.10 Charles E. Stansfield
,. 16-1529 500.00 .50 Charles E. Stansfield
v 16-1384 500.00 28.44 Vera Whisler
All certificate of deposits have l1ary E. Stansfield name plus the above names.
Commonwealth National Bank Stocks -
1/1961 Dated 1/2/70 71 Shares Value of Stock - Bid -. 33
Asked - 35
I/S3311 Dated 3/26/73 72 Shares Vafue of Stock - Bid - 33
Asked - 35
1/5931 Dated 3/4/70 1 Share Value of Stock - Bid - 33
Asked - 35
Requirements for transfer of stocks - Short Certificate
Death Cer.tificate
Letter of Instruction
If you have any questions, please feel fre~to contact us.
d/::;:/:/ /??/~4
Daryl S. Myers
Vice President
DSM/cg
.,......,,;.:.,;......."-,'.~,."
COf1lmonwealth/.1t\.....
National Bank I. ,,' '~
~/~
February 28, 1979
James D. Bogar
23 West }fuin Street
Shiremanstown, Pa.
17011
Re: Estate of Mary E. Stansfield
Dear Mr. Bogar:
In reply to your letter dated February 23, 1979 on the above estate, the
following information listed below is as ~~/D.O.D. September 29, 1978. These
are corrections from our letter dated Ootober 25, 1978.
/'
Checking Account - #162-862466-4
This account is jointly held with Vera Whisler, but there
was no date on our signature card, but it was sometime in
September 1978.
Certificate of Deposits -
Account Number Issued Account Number Issued
1116-0010 7/29/73 1/16-0042 7/31/74
16-0015 8/02/73 16-0043 12/03/74
16-0016 8/02/73 16-0044 1/12/75
16-0019 9/04/73 16-0045 5/05/75
16-0021 9/07/73 16-0046 5/17/75
16-0022 9/07/73 16-0047 8/02/7 5
16-0025 10/08/73 16-0049 3/21/77
16-0026 11/13/73 16-0050 10/14/75
16-0027 1/02/74 16-0051 3/21/77
16-0030 2/13/74 16-0052 3/24/77
16-0032 5/04/74 16-0053 3/21/77
16-0034 6/19/74 16-1457 2/23/78
16-0035 7/21/74 16-1322 8/15/77
16-0037 7/21/74 16-14~ 1/10/78
16-0039 7/31/74 16-1263 5/11/77
16-0040 7/31/74 16-1529 6/23/78
16-0041 7/31/74 16-1384 11/01/77
If you have any further questions, please feel free to contact us.
-/
~U~:~F~A
John R. Hart ~
JRH/cg Sr. Credit Analyst
The Commonwealth National Bank. 10 South Market Square, Harrisburg, Pa, 17108 (717) 664-9500
D
Dauphin Deposit Bank
and Trust Company
MAIN OF"F"ICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105
717/255-2121
Member Federo/ Deposit /nsuronce COl'pOrotiofl
October 25, 1978
James D. Bogar
23 West Main St.
Shiremanstown, Pa. 1J011
Re: Mary E. Stansfield
September 29, 1978 Deceased
Attn: James D. Bogar
Dear Mr. Bogar:
In regards to the above mentioned, we submit the following information
as of the date of death:
v Certificate of Deposit #14-03-727142 balance $1,000.00 interest $18.29
opened 10-2-74 Mary E. or Charles E.
v Certificate of Deposit #15-03-014753 balance $1,000.00 interest $1.21
opened 9-23-77 Hery E. or C.. Herman
v Certificate of Deposit #15-03-014754 balance $1,000.00 interest $1.21
opened 9-23-77 Mary E. or Vera Whisler
v' Certificate of Deposit #15-03-014755 balance $1,000.00 interest $1.21
opened 9-23-77 Mary E. or Harold W.
Savings account #15-1-0288-2 balance $697.73 interest $9.72
opened 9-19-73 Mary E. or Vera Whisler
If we can be of any further assistance, please do not hesitate to
con tac t us.
Very truly yours,
&~/~
Barry L. Elliott
Assistant Treasurer
B"40E/lms
MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND PENNSYLVANIA 17070 (7171238-0841
CCNS BANK, NA.
D^TE OCTOBER 25,1978
JAMES D. maAR
ATTORNEY AT LAW
23 WEST MAIN STREET
SHIREMANSTOWN, PA.
17011
RE:
ESTATE ot MARY E. STANSFIELD
,I
GENTLEMEN:
The fOllowing is a list of accounts thatw'e have in our bank.
.
TYPE OF ACCT. ACCOUNT NO.
. ,..,,~
./ SA VIOOS
"" ..../ CERTIFICATE
,..../ "
"
009-021056-8
765165
2188
765153
DP~~ DUE DATE BALANCE
9/ 64 . $1284.41
10/18/76 10/18/79 $1000.00
11/17/69 ll/l7/79 $1000.00
6/2L/76 6/24/79 $1000.00
ACCR. INT.
'"
$.42
$13.18
$ 5.97
$ .90
I:
I;
Ii
I
!l
Ii
I
I,
ii
Ij
11
1
i
I
1
I
i
I
..-
NAMES ON THE ABOVE ACCOUNT . ...///.
SAV.009-021056-8 MARY E STAr:E' SE "LD OR C H STANSFIELD
CERTIFICATE 765165 MARY E ST SFIELD OR HAROLD W STANSFIELD ALSO II 2188
" 765153 MA.RY E ST NSFIELD OR CHARLES E STANSFIELD
If we can be of further assistance, do not hesitate to write.
Very truly yours,
,,() {; -t.-< :~-<"~ /7;'''"tv~~
'Dorothy Morrette
Savings Department Head
.
; \':
I,
I'
~: ';~ ~ .
_'J'
(/
I
,
I
!
October 20, 1978
James D. Bogar
Attorney at Law
23 West Main street
ShiremanstoWn, Pa. 17011
RE: Mary E. Stansfield Estate
D.O.D-9-29-78
Dear Mr. Bogar:
In response to your request, we show the following
account information for the above named decedentz
v
~ -Q.Q..- 04614 BALANCE AS OF DATE
Mrs. Mary Stansfield OF DEATH $ 6,930.45
ACCRUED INTEREST 89.51
DATE OF DEATH VALUE $ 7,019.96
DATE ORIGIN~~Y OPENED 1-13-59
v :#IQQ.2.. -2.Q.. -10466 BALANGft/'AS OF DATE
Mary E. Stansfield.... /,rQF DEATH $ 1, 000.00
or AC9RUED INTEREST 16.64
C. Herman Stansfiel~A~E OF DEATH VALUE $ 1,016.64
DATE ORIGINALLY OPENED 2-27-76
0002 -20 -10465 BALANCE AS OF DATE
Mary E. Stansfield or OF DEATH $ 1,000.00
Harold w. Stansfiel~CCRUED INTEREST 16.64
DATE OF DEATH VALUE $ 1,016.64
DATE ORIGINALLY OPENED 2-27-76
#J~ -20 -10468
v Mary E. Stansfield
or
Charles E.
BALANCE AS OF DATE
OF DEATH $ 1, 000 .00
ACCRUED INTEREST 16.64
StansfieDATE OF DEATH VALUE $ 1,016.64
DATE ORIGINALLY OPENED 2-27-76
If you have any further questions, please feel free
to contact this office.
Sincerely,
) I
J //~." ., ,'/';;( r"c (.,' ((. .J ,-~ C.
./-_:-........-... ./ (.. /<-",- ( ,
bonna Magdinec (Miss)
~~~~)
Savings Investment Servicer
FEM
,1'11'"
1 f Ii I, I 1,1 r-ll I r ~ ~ 1 ' j , . i r, "I ii, I r r I': 1 'I J r ',1 f 1; I III ( ) I
r;;Pfll1 11111 ';hl'r'l,j lil, r ~! I Hfl',tlli! l t.il~:1 ~..tIH
II, :11111111 "1.\'" I" j: ' "I". ,., . ~.J"flll !vhll. '{lIfl<,
,
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:"11 i i l'~;
1-, ',I',
( '111' 'I j', "I -I 11'1 I I I i I r -'; tV, i 11'/1.)11';
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October 20,1978
'1
James D. Bogar
Attorney at Law
23 West Main street
Shiremanstown, Pa. 17011
RE: Mary E. Stansfield Estate
D.O.D-9-29-78
Dear Mr. Bogar:
In response to your request, we show the following
account information for the above named decedent:
v' #.Q.0.2.. - 2.Q. -10467
Mary E. Stansfield
or
Vera Whisler
BALANCE AS OF DATE
OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
1,000.00
16.64
1,016.64-
2-2~-76
#_---
BALANCE AS OF DATE
OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
#_---
BALANCE AS OF DATE
OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
#_---
;
BALANCE AS OF ~ATE
OF DEATH . $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
If you have any further questions, please feel free
to contact this office.
Sincerely,
/--) ../
/," (-I/~-;; ,(
/.,'l ~7L I Lh ',/ /f r<<- \t(l( "j-<---
Donna Magdinec (MJ..ss)
RHxx~ex~xMauxBxx~HX~~)
Savings Investment Servicer
FEM
",
,,'~ ,', !' ~ -; , ~ ~
, ,,,p-
'I,. ',1
1 flil \ 1,1 fl'lltil ' 'I I j! II j 1';1 ,11'i), I ';1 I r' 1 {J I
I .1'''1' , I.I! . .1,." , ' ~ II ,,,",1 '11"1 I I: I f\1JII
1~1',lllhlrl 1'1'1,'.1 : II l' L \i'\.I(l. hlq)!l ~\~;tlj 1'1111.:
( \1111 " I', I!' II I'. I I 111/" ,v, II ''I;!)'.
i"~i J(
RCC-39 (8-77),
County, Number and Name Cumberland
File Number 21-78-562
Date of Death September 29, 1978
Estate Name Stansfield, Mary a/k/a Stansfield, Mary E.
SUMMARY
(LAST NAME)
(FI RST NAME)
(INITIAL)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated:
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY
VALUE AS APPRAISED
$ None
31 478 79
27 668 00
None
59 146 7
6 949 85
ADJUSTMENTS
ODE (HARRISBURG USE ONL YI
00+
10+
20+
30+
REMAINDER APPRAISEMENT CODE
Real Property (Schedule AI
Personal Property (Schedule BI
Joint-Held Property (Schedule E)
Transfers (Schedule CI
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE FI
CLEAR VALUE OF ESTATE
92+
40-
93-
52,196 94
Valuation of life estates or
,,/,
PRINCIPLE
FACTOR
VALUE
CODE
I
annuities....................._ $
t=
1=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
CODE
COMPUTATION OF TAX
2%
6%
15%
$
$
$
$
$
*
TOTAL TAX
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretory of Revenue.
$
t=
Less tax previously paid
BA LANCE
Less 5% of tax if paid within
3 months after death
$
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
$
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
$
$
$
1==
BALANCE DUE
Add interest at rate of 6% from
to
$
$
TOTAL TAX BALANCE $
PAID $
Supplemental Codes: (FOR USE IN HARRISBURG ONL Y)
48-Adj ustment
49+t.djustment
56-Annuity
6O-Life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Success i ve
Li fe Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adiustments are made to the above computation of tax by the Register of Wills for proper reason
same should be noted below, with short explanation. "
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LAST WILL AND TESTAMENT
of
MARY STANSFIELD
I, Mary Stansfield, widow, of the Borough of Shiremanstown,
County of Cumberland and State of Pennsylvania, being of sound
mind and memory, do make, publish and declare this my last Will
and Testament, hereby revoking any and all wills by me heretofore
made.
FIRST:
I direct my just debts and funeral expenses be
paid by my Co-Executors, hereinafter named, as soon as possible
after my decease.
SECOND: All the rest, residue and remainder of my estate,
whether real, personal or mixed, I give, devise and bequeath to
my surviving children, namely: C. Herman Stansfield, Harold
W. Stansfield, Charles E. Stansfield, and Vera L. Whisler,
share and share alike.
THIRD: Should any of the above~mentioned children pre-
decease me, then I direct that the share of said deceased child
shall be distributed equally among my surviving children.
FOURTH: My personal representatives shall have the follow-
lng powers in addition to those vested in them by law and by
other provisions of my Will, applicable to all property, whether
principal or income, exercisable without court approval and
effective until distribution of all property:
(a) To retain any or all of the assets of my
estate, whether real or personal, without regard to any
principle of diversification, risk or productivity.
(b) To sell at public or private sale any real
or personal property for such prices and upon such terms or
conditions as they deem proper.
(c) To compromise any claim or controversy.
(d) To exercise any option, right or privilege
granted ln insurance policies or in other investments.
"
FIFTH:
I appoint two of my sons, C. Herman Stansfield
and Charles E. Stansfield, the Co-Executors of this my last
Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand this
.
:).<j-<di day of
i~~~
, 19 77 ~
nZOJl \1 StOJvl. ~ t 1 u t,~
Mary Stansfield
Signed, sealed, published and declared by the above
mentioned Testatrix as and for her last Will and Testament,
in our presence who, at her request, in her presence and in
the presence of each other, have hereunto subscribed our names
as attesting witnesses.
&lkt~ ~~4k/
I
---( lJv~'w ~~~
I'
-2-
REV-51B (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
C. Herman Stansfield Charles E. Stansfield
16 South Market Street 229 East Green Street
Shiremanstown, FA 17011 Shiremanstown. FA 17011
(Executor or Administrator)
In Re: Estate of
Mary E. Stansfield
Cumberland
County - File No. 21,...78-0562
Dear Messrs. Stansfield:
You are hereby notified that the original
appraisement in the estate of Mary E. Stansfield
has been filed in the office of the Register of Wills of Cumberland
County on July 12 . 197-2-. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
$31,478.79
None
$27.668.00
$59,146.79
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurred prior to December 22, 1965) from date of death, interest at the rate of six
(6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. S. 2485-1001, P. L. 373.
c
c_>
Date July 12, 1979
Signed
'",.-/
Title Administrative Officer
NOTE: This is not a bill.
REhi-457 (8~78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
July 12, ~979_
Cumberland
21-78-0562
COUNTY
FILE NO.
Whereas, Mary E. Stansfield late of Shiremanstown .__,__
in the County of Cumberland Commonwealth of Pennsylvania, having ': (,r
the 29th day of September 19 ZL, seized and possessed of an C'"d e
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fulginiti , an appraiser duly appointed according tel la' 1,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the c/f.!r:,
of any estate for life or for years, the Commonwealth hereby expressly reserveS the right to appraise and assess transfer inheritance taxes at the lawfu! cc>,;:;.t 'ra!
rate on any such future interest.
DESCRIPTION OF ASSET
UNIT
VALUES
.n.::'p:',;is( nent-
Mac1c i'lr 1',1"1 ~ritance
T~. ',' [:lli r p )',~(;S
Real Estate
$ None Ji
- !---!
31,478;79 I
27,668~00 "
Personal Property
Jointly-Held Property
Transfers
Total Assets
None
i
59,146:79
-,
-l
-I
j
-!
~-I
I
..-1
---I
--I
.....-1
i
-'-1
--1
. Have been du~y sworIJ.~t.bording to law, I do hereby cer~i-Hhihat the above appraisem~nt is made in conf~~, ' ,
WIth the law on thIS dayof" y, 19 __
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