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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after
12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty Credit (date of death between
___ ~31:91 andJ,1-95j
LTHIS. SECTIONr.1UST BE COMFr!1ETED.ALL CQRRESPONDEt.j~!: ANI)CONfID!SNTj~I..' TAXI!\l"QR,,"TIONSHOUI..D_BEDI~EctE~TO~____
NAME ! COMPLETE MAILING ADDRESS
John B. Fowler, III, Esquire
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280801
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
STEIGLEMAN, Grace N.
FILE NUMBER
21 06
Q9__UNTY ,<-ODE YEAR
SOCIAL SECURITY NUMBER
00712
NUMBER
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
203-10-6782
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o
o
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11 Election to tax under Sec. fl113(A)(Attach Sch 0)
Ten East High Street
Carlisle, P A 17013
(1 ) None CJ
(2) 166,383.70
(3) None
(4) None
(5) 1,005.50
(6) 2,512.41
(7) 27,600.82
(8)
(9) 20,599.25
(10) 2,508.08
o
197,502.43
08/02/2006
04/11/1915
(11 )
23,107.33
t (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST,RRST AND MIDDLE-INITIAL)
~ 1. Original Return
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4. Limited Estate
6. Decedent Died Testate (Attach copy
of Will)
fl. Litigation Proceeds Received
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FIRM NAME (If applicable)
Martson Deardorff Williams & Otto
(12)
174,395.10
:rELEPHONE NUMBER
717/243-3341
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6_ Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
13. Charitable and Governmental Bequests/Sec 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)
(13)
(14)
174,395.10
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 16. Amount of Line 14 taxable at lineal rate 174,395.10 .045 (16)
0 x
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=> (17)
0.. 17. Amount of Line 14 taxable at sibling rate x .12
:0
0
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~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
....
19. Tax Due (19)
7,847.78
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
7,847.78
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>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
~-~~~.--~-----------
Copyright 2000 form software only The Lackner Group. Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
700 South Hanover Street
CITY
Carlisle
I STATE PA
ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
7,847.78
392.39
Total Credits (A + B + C)
(2)
392.39
3. InteresUPenalty if applicable
D. Interest
E. Penalty
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3) 0.00
(4)
(5) 7,455.39
(5A)
(5B) 7,455.39
TotallnteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................. D ~
~: ~:~::~ :h~e~;~;i:~~~s:~:~s~~~. .~~~~~ .~.~.~. .t.~~. :.~.~:.~.~:. .~~~.~.~.f.~~~~.~. .~.~ .i.t~. ~~.~.~.~~~.'.'.'.'.'.'.'.'.'.'.'.'.'.'.'::::::::::::.' ......... B ~
d. receive the promise for life of either payments, benefits or care?.......................................................... D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.............. ............. ............................................. ................ ............... ......... D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................ ............................... ........ ....... ............ ......................... ~ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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. illS true, correct and complele Declarallon
preparer other than theflersonal representative is ~ased on_all information oh'lhich E,-eparerhas any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
"~fE:~:~ '""'" i~~~n~e~~I~n ~F~
DATE
/CJ/,fL~ /0/;
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
John B. Fowler, III, Esquire
ADDRESS
DATE
Ten East High Street
Carlisle, PAl 7013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes not exemota 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. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Decedent's Complete Address:
STREET ADDRESS
CITY
Carlisle
STATE PA
17013 ~
700 South Hanover Street
ZIP
I
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
7,847.78
392.39
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
392.39
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPA YMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3) 0.00
(4)
(5) 7,455.39
(5A)
(5B) '7,455.39
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.............................n.............................................. D ~
~: ~::::~ :h~e~~~;i~~:~s:~~e~~s~~~. .~~~~~ .~.~.~. .t.~~. :.~.~:.~.~:. .~~~.~.~~.~~~~.~. .~.~ .i.t~. ~~.~.~.~~.;".'.'.'.'.'.'.'.'.'.'.'.'.'.'~~::::::::::: ......... ~ ~
d. receive the promise for life of either payments, benefits or care?........................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................ .............................. on................................................... 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................................................................................................ ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
--- - - __ ___n_._____________________.____.._ ____ _ _ __ _ _ __
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
preparer oth-"rtha"-,hep~sonal rep~sentative ~~as~on~informa~n of which preparer has i3r1J'_kno'oYlecl\,!e.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Edgar J. Steigleman, Jr.
DATE
- - - --
SIGNATURE OF PERSON RESPONSIBLE FO-R FILING RETURN
ADDRESS
5257 Glenn Ellen Drive
J<:ugen~ O~
DATE
SIGNAT RE OF PREPARER OTHER THAN REPRESENTATIVE
John Fowler, III, Esquir
ADDRESS
DATE
--.
At.
Ten East High Street
Carlisle, P A 17013
/l:J / 'T /c} (e
F 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
urviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (Ii)]. The statutedoes not exemota 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. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
FILE NUMBER
21 - 06 - 00712
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
UNIT VALUE
21.57
VALUE AT DATE OF
DEATH
84,257.81
3906.25 shares, Vanguard Wellesley Income Fd., CUSIP 921938106
2
4286.32 shares, Deleware Group Equity Fds, Large Cap Value A CUSIP 245907100
19.16
82,125.89
TOTAL (Also enter on line 2, Recapitulation)
166,383.70
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
FILE NUMBER
21 - 06 - 00712
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 The Sentinel, refund
DESCRIPTION
VALUE AT DATE OF
DEATH
127.50
2
Carlisle Regional Medical Center, refund
124.00
3
US Treasury, Social Security benefits for July 2006
754.00
TOTAL (Also enter on Line 5, Recapitulation)
1,005.50
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
FILE NUMBER
21 - 06 - 00712
If an asset was made jOint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Edgar J. Steig1eman, Jr.
5257 Glenn Ellen Drive
Eugene, OR 97402
Son
B Sandra 1. Hoffman
921 Stoney Creek Road
Dauphin, P A 17018
Daughter
JOINTLY OWNED PROPERTY:
ITEM LETTER
NUMBER FOR JOINT
TENANT
DESCRIPTION OF PROPERTY 'X OF D TE OF DEAT
~~b~ Incl~d~ n~me <?f financial institution and bank .a?count numberi DATE OF DEATH DECD'S A VALUE OF H
JOINT or similar Identifying number. Attach deed for JOintly-held real ,VALUE OF ASSET INTEREST DECEDENT'S INTEREST
,estate.
; i .
108/28/1964. M&T checkmg account 81672578 7,537.31 33.333% 2,512.41
A&B
TOTAL (Also enter on line 6, Recapitulation)
2,512.41
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
FILE NUMBER
21 - 06 - 00712
ITEM
NUMBER
This schedule mu~t be completed~nd filed if t~e answer ~o any of questions 1 throu~h 4 on page 2 is yes.
, DESCRIPTION OF PROPERTY 'DATE OF DEATH % OF
Include the name of the transferee, their relationship to decedent and the date of transfer. V U 0 AS E 'I DECO'S i EXCLUSION TAXABLE VALUE
Attach a copy of the deed for real estate. AL E F S T I NTEREST (iF APPLICABLE)
M&T CD #031003913121958; made joint with Sanda J.
Hoffman ( daughter) 02/27/2006
30,600.82 100%
3,000.00
27,600.82
TOTAL (Also enter on line 7, Recapitulation)
27,600.82
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
, FILE NUMBER
21 - 06 - 00712
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Ewing Brothers Funeral Home, Carlisle, Pa
2
Reimbursement to family members traveling from CO, OR and AK to plan and attend funeral,
including airfare, lodging and car rental
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
2.
Street Address
City
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
State
Zip
3. Family Exemption: (If decedent's address is not the sarne as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Cumberland County Register of Wills
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Register of Wills, filing fee, Inheritance Tax return
2
Short Certificates
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
6,641.15
4,100.00
9,500.00
306.00
15.00
20.00
17.10
20,599.25
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
3
EVP, online stock valuation
4
Postage
ScheWIe H
Funeral Expenses &
Pdninistrative Costs continued
FILE NUMBER
21 - 06 - 00712
Page 2 of Schedule H
j
3.10
14.00
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
Include unreimbursed medical expenses.
ITEM
NUMBER
1
3
4
5
DESCRIPTION
Outstanding checks on date of death, M&T Bank checking account #81672578
2
Chapel Pointe at Carlisle, account payable
Millennium Physician System East, account payable
West Shore EMS, account payable
Embarq, account payable
FILE NUMBER
21 - 06 - 00712
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
206.00
2,188.00
13.23
96.85
4.00
2,508.08
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STEIGLEMAN, Grace N.
FILE NUMBER
21 - 06 - 00712
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
_Do NotLlstJ'rostee(s)
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Edgar J. Steig leman, Jf.
5257 Glenn Ellen Drive
Eugene, OR 97402
Son
2 Thomas W. Steigleman
5560 Galena Drive
Colorado Springs, CO 80918
Son
3 Sandra J. Hoffman
921 Stoney Creek Road
Dauphin, PA 17018
Daughter
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
AMOUNT OR SHARE
OF ESTATE
One-half Sch. F Item
I -+- one-third of estate
residue
One-third of estate
residue
One-half Sch. F Item
1 + Sch. G, Item 1 -+-
one-third of estate
residue
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LAST WILL AND TESTAMENT OF
GRACE N. STEIGLEMAN
I, Grace N. Steigleman, of the Borough of Carlisle,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament and revoke all Wills and Codicils previously made
by me.
ITEM I: I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration
of my estate.
ITEM II: I bequeath any automobiles or motor vehicles I may
own at my death, my personal effects, household goods, and other
tangible personal property of like nature (not including cash or
securities), together with any existing insurance thereon, to
such of my children as are living on the thirtY-first day after
my death, to be divided among them with due regard for their
personal preferences in as nearly equal shares as practical. I
direct that any of the foregoing articles not selected by such
children shall be sold at public or private sale by my personal
representative(s), and I further direct that the net proceeds
thereof shall be administered and distributed as a part of the
residue of my estate.
ITEM III: I devise and bequeath the residue of my estate of
every nature and wherever situate in equal shares to my children,
provided that the share of any child who predeceases me or dies
on or before the thirtieth day following my death shall be
distributed to his or her issue, per stirpes, living on the
thirtY-first day following my death, and in default of any such
, \," ,-. ,. \ \
.
.,,-\
/ ' ~ ~ \ \
\
then living issue, such share shall be added to the share or
shares for my other children.
ITEM IV: I appoint Dauphin Deposit Bank and Trust Company,
of Carlisle, Pennsylvania, guardian of any property which passes,
either under this Will or otherwise, to a minor and with respect
to which I am authorized to appoint a guardian and have not
otherwise specifically done so, provided that this appointment of
a guardian shall not supersede the right of any fiduciary in its
discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have the
power to use principal, as well as income, from time to time for
the minor's support, health and medical care, and education
(including college education), or to make payment for these
purposes, without further obligation or responsibility to see to
the proper expenditure thereof, directly to the minor or to the
minor's parent or to any person taking care of the minor.
ITEM V: All Federal, State and other death taxes payable
because of my death, with respect to the property forming my
gross estate for tax purposes, whether passing under this Will or
otherwise, including any interest or penalty imposed in
connection with such taxes, shall be considered a part of the
expense of the administration of my estate and shall be paid out
of the principal of my residuary estate without apportionment or
right of reimbursement.
ITEM VI: I appoint my son, Edgar J. Steigleman, Jr.,
Executor of this my last Will. Should my said son fail to
qualify or cease to act as Executor, I appoint my other son,
Thomas W. Steigleman, Executor of this my last Will. Should my
said other son fail to qualify or cease to act as Executor, I
appoint my daughter, Sandra J. Hoffman, Executrix of this my last
Will. Should my said daughter fail to qualify or cease to act as
l.'- ".~ " " ,
Executrix, I appoint Dauphin Deposit Bank and Trust Company, of
Carlisle, Pennsylvania, Executor of this my last Will.
ITEM VII: I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this '\ i_~~_ day of November, 1993.
'v,' ."\.
,
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,"
, ,
'. ,
'\_"'" ,~ [SEAL]
\.
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testatrix, was on the date thereof, signed, published and
declared by Grace N. Steigleman, the Testatrix therein named, as
and for her last Will, in the presence of us, who, at her
request, in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
.~_,/ ( -) /~/~~,1
,// ..f :0<- . J ; "'0'(J..:'....l ; .''" ,."
11-) I'I ./..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
We, Grace N. Steigleman, John B. Fowler, III, and Mary M.
Price, the Testatrix and the witnesses, respectively, whose names
are signed to the foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her last Will and that she
has signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness and that to the best of his/her
knowledge the Testatrix was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
......:" ..... '-~' - . ~
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Tesf~trix
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Witne~; - ' ,
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'_'/;'(."1~_"-_
Witness
Subscribed, sworn to and acknowledged before me by Grace N.
Steigleman, the Testatrix, and subscribed and sworn to before
me by John B. Fowler, III, and Mary M. Price, witnesses,
this I -t._ day of November, 1993.
Notary Public
Estate Valuation
Date of Death: 08/02/2006
Valuation Date: 08/02/2006
Processing Date: 08/30/2006
Shares
or Par
Security
Description
High/Ask
Low/Bid
1 )
3906.25 VANGUARD/WELLESLEY INCOME FD (921938106; VWINXj
COM
Mutual Fund (as quoted by NASDAQ)
08/02/2006
21.57000 Mkt
2)
4286.32 DELAWARE GROUP EQUITY FDS II (245907100; DELDX)
,-,RG CAP VAL A
Mutual Fund (as quoted by NASDAQ)
08IJ2/2006
19.16000 Mkt
Tota~ Value:
Total Accrual:
Total: $166,383.70
Page 1
Estate of: Grace N. Stvwinxeig1eman
Report Type: Date of Death
Number of Securities: 2
File IC: 11025.1.evp
Mean and/or Div and Int
Adjustments Accruals
Security
Value
84,257.81
82,125.89
$166,383.70
SO.OO
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
cS ~i!ddL (j
J~<J I f- 2..
21. 570000
19.160000
08/21/2005 15:00
302-934-2135
M AND T BANK RECORDS
PAGE 02/03
m M&TBank
499 Mitchell Road, MiIlsboro, DE 19966 Mail Code DE-MB-12
AUgust 17, 2006
Edgar J Steigleman Jr, Executor
Estate of; Grace N Steigleman
5257 Glenn Ellen Drive
Eugene, OR 97402
Re: Esta.teof: Grace N SteialemQ.n
ACcolLnt Number: 81672578 and 031003913121958
Da.te of Death: AUgust 2. 2006
Dear Sir or Madam:
Per a memo from Kathy Zengerle at M& T Bank, dated August 11, 2006, please be advised at the
time of death, the balance on the above referenced account was:
1.
Type of Account
Checking Account
Account Number
81672578
Ownership (Names of)
Grace N Steigleman, Edgar J Steigleman Jr,
Sandra J Hoffman" y
08/28/64 . f\ L.~ ~ I
$7,537.13 ()~
Opening Date
Balance on Date of Death
Accrued Interest
$
0.18
Total
--S7)53':;:3rnn.m._m..
~ ., ....-- u__________~______~.,' ,.....,I"_'.n _.________..
2.
Type of Account
Certifica.te of Deposit
Account Number
031003913121958
Ownership (Names oj)
Grace N Steigleman, Sandra J HOffman!) -h I
02/27/06 <.. f\ L.lt--& V
$30,000.00 cJ~
$ 600.82
Opening Date
Balance on Date of Death
Accrued Interest
Total
$30,600.82
..........""" ',OJ ,,_,....,...,..~.____..___,..__ . ....... ....." "~'I".. ....,........___.....____...__...... ~,.,..".. ......".." ,.",
* For further account information, regarding ownership, closures and! or reimbursement of
funds, etc., please contact the Carlisle Office at -# 717-240-6717.
M &TBank
DOD Unit I Records Management