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Estate of NORMA JEAN STUff
also known as _
PETITION .'OR PROBATE and GRANT OF LETTERS
rX /- CfIj-5"S
~
No,
To:
Realster of WlIIs for the
Deceased. County of CIIMRF.RLANTl In the
Social Security No, 181.-26-4822 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltioner(s), who Is/are 18 years of age or oldcr an the exeeut'r
In the last will of the above decedent, dated 01.-25
a"H~~~H~Hxxx
_ named
,19-1L
(Slale' relevAnt c1rCIIOlUancc~, c,g, renunclallon, death of execulor, ele,)
Decedenl wus domiciled nl death in _
her lasl family or principal residencc at
Boro"~h of Newville
9umberland County, Pennsylvania, with
20 E. Main Street, Newville, PA
lIl~t str{'(lt, number, 'l'wp. or Boro,)
Decedenl.lhe"L.__l'ears of afe, died _October 30 ,19 93
at~lisle Hospital, Carlin e, PA ,
Except as follows, decedent did not marry 1 was not divorced and did not have a child born or adopled
after execullon of lhe will offered for probale; was notlhe victim of a killing and was never adjudicated
Incompelent:
Decedent al deulh owned property with e.lllmated values as follows:
(If domiciled In Pa.) All personal property $
(If nol domiciled In Pa.) Personal property In Pennsylvania $
(If not domiciled In Pa.) Personal property In County $
Value of real estate In Pennsylvania $ 51 ,950.00
sltualed as follows: Mountain land 100 neres a,l2lliL Threw Square Hollow Road
in HO[lewell Township, held jointly with her son, William Henry Sturn ,:>:>,UOO.OO
t 2 dlso 56 Fairfield St" Newville Pa Borou h of NewviTIi1le ( oint! with the
eee ont and ler mot ler M. Gail Thrush 8.9 O. 0 ';
WHEREFORE, petilioner(s) respectfully request(s) Ihe probale of the last will and codlcll(s)
presented herewith and the grant of letters r"atnmontary
Ueslam,nlary: admlnls"allon <,I.a.; admlnlslrallon d.b,n.<.I.a,)
8,532.25
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~nry "turn
20 E. Main Street
Newville. ~lli.L
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAJ.TH OF PENNSYLVANIA } 8S
COUNTY OF .CUMBERLAND
Sworn 10 or
before me this
,/'
The petltloner(s) above.ndl1led swear(s) or affirm!s) that the stalements In the foregoing petition are
true and correelto the belt of Ihr knowledge and belief of pelltloner(s) and thai as personal represen.
tatlve(s) of the above decedent pelltloner(s) will well and Iruly administer the estate accord ins to law,
'-"--'-'
d .. ~ 'I' I/'.
~'t.l."- ~'.' ;""(.'((_1.'<--"
11I(;. Y (:. STUN
affirmed and subscribed {
'14TH d~4 of
.19___)
Register
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No 7.1 . 94 . 55
.
Estate 01
NORMA JEAN STUM
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY '?6. 19....'l.L, In consideration of the petition on
the reverse side hereof, satisfactory proof havlna been presented before me,
IT IS DECREED thatlhe Instrument(s) dated April 25, 1977
described therein be admllled to probate and flied of record aa the last will of Norma Jean Sturn
and Lellers Testamentary
arc herebYaranted 10 Henry G, Stum
"'
FEES
b L E 5 115,00
Pro ate, ellers, tc"",..."
Short Certlncates( 4) " , " " '" 5 1 ? . nn
Renl\l1Clallon ,......."""., 5__
X-Pages 5 3.00
'. J C P -:-5:1lO'
TOTAL _ 5-1.3lWm
Flied ,V~t{~~~UQ."1,~9~."""""",,
Roger B. Irwin #06282
A'lTORNBV (Sup, Ct, 1,0, No.)
60 West Pomfret Street, Carliale. PA 17013
ADDRESS
(717) 249-2353
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21 - 94 55
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1!l~st 'ill ~1tb ~tst~mt1tt
I, NORMA JEAN S'I'UM, of the Borough of Newville, Cumberland County,
Pennsylvania, declare thin instl'ument to be my Last W1.11 and Testament,
hereby expressly revoklng all \Hlls and Codicllu heretofore made by
me.
1. I direct my executor to pay all of my debts, funeral and.
administrative expenses as soon as may be ddne conveniently after
my decease.
2. I authorize and empower my executor to sell any realty owned
by me at my death, at ei ther pUblic or pri vate sale, and to give good
and sufficient deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and
wherever situate to my husband, Henry Q, Stumj providing he shall
survive me by sixty days.
4. Should the gift in Paragraph No.3 not take effect, I devise
and bequeath all of my estate of every nature and wherever situate
to my son, William Henry Stllm,
5. I nominate and appoint Henry Q, Sturn, to be the executor of
this my Last Will and Testamentj he is to serve as such wJthout
bond. Should he die before my death, renounce or refuse to serve
for any reason, or die leaving any of my estate unadministered, I
nominate and appoint William Henry Sturn, as substitute executor, also
to serve as such without bond, with the same powers as are given herein
to my executor.
6. I hereby sug/l:est that my personal r~presentative retain
the services of Irwin, Irwin & Irwin as attorneys in the qettlement
of' my estate.
IN WI'l'NESS WllEHlWF, I have hereuntc set my hand and seal this
"
~,. day of April, 1977.
71. _OoM-v ~ (SEAL)
15ffi:J! ,fflAN S'rUM ' '....
Signed, sealed, published and declared by Norma Jean Sturn, the
above named testatrix, ~s and for her last will and testament, in the
presence of us, who at her request, in her presence and in the presence
of eanh other have subsoribed our names as witnesses hereto.
.
AQKNowr,EDClEMENT AND AFFIDAVIT.
We.
NORMA JEAN S'l'UM
. HETZI A. MORRISON
.
and J. MARIE JONES
, the testatrix and the witnesses.
respectively. whose namea are signed to the foregoing instrument,
being first dUly sworn, do hereby deolare to the undersigned
authot'i ty that the testat rix signed and exeouted the instrument
as hel' Last Will and that she had signed willingly. and that she
exeouted it as her free and VOluntary aot for the purposes therein
expressed. and that each of thE! witnesses. in the presence and
hearing of the testatrix, signed the Will as a witness and that
to the best of their knowledge the testat rixwas at that time
eighteen years of age or older, of sound mind and under no
oonstraint or undue influence.
"7/ &,",-..A_ cf~d. -- -J~.
NORMA JEAN S'rUM
.
BETZI A. MORRISON
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF, CUMBERLAND
SS:
Subscribed. sworn to and acknowledged bofore me bY
NORMA JEAN STUM h t i b ib d
' totes atr x , and su scr e
and BW6rn to before me by BETZI A. MORRISON
, and
J. MARIE JONES
April
,. witnesses, this Z.S~
day of
, 19 770
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I: iI, It, Ii hlU, IIlJL\::V l'Of1UC
CARlIm 1111/10111,", r.111.l!Jl'i:II,lm cuuml
MY COMMIS~IOII LXI'IIILS OCI. >, lUMU
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CERTIFICATION OF NOTICE UNDER RULE.5.6(~
'94 JAN 31 P 1:/'8
Name of Decedent I
NORMA JEAN STUM
Date of Death,
ell;;
CumLh.'" . ,
',ill
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10-30-93
Will No.
Admin. No.
21-94- !(t!)'
To the Regis Ler I
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following bene f icJar ies of the above-captioned estate on
I
Name
Addr~
20 E. Main Street, Newville, PA 17241
HENRY G. STUM
Notice has now been given to all petsons entitled thereto under
Ruie 5.6(~) except
Datel
01-- J. r -i:L
/"'7"Lt~ '3, d1..-
signat~re' ,/j.
Name Rogel' B. Irwin
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity,
Personal Representative
Counsel for personal
representative
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'ill,! . I" ,I "f)' ,11"''':'f''~~'' ,~.'r";~M' "u.'I"""fl' ,ill', <1';~,dIi1l.',! """:''''''{''';:~l'''''I'''Wt''li '1/'.
t? . , .' (,)~,,-'/li'f';>,\djl/';\ ",\,;ft"" ":'fl"U ';):'r;,\,"lj'/',!, [jl-h!"i.'.1";ltf}';'{llJ~lt"(;~\'.'\'A:\t':r\.;t
" ' IVI;l1V.;;(,:!)i,':\',',!,'"i;l.oi;C,'i~.~".I.;,*:~&'iN;WtYX.j'~~"Mt.\;t'~~(""'.:~~~\~"j "'1 ~l~,~i:XI(\~'\\I".\,~;,ltn,'Li\
, 't(i1.f~Htll{il:-' ,f":':~'I:~~' ,~ ,,~,"''';. k- ':},II ;" ".--,,..~,:..!~,.,, ~ -" ,,_,,~~,J~,~'\'mR~I".1"~I~. "f!t. ,It', ~r,Hr:;' ;::' -:i~~::-~'t:l;'
ACN
rI ASSESSMENT, f!I
U CONTROL 11;I
NUMBER
RECEIVED FROM: Henry G. Stum
AMOUNT
Roger B. Irwin, E,q.
60 Nest Pomfret Street
Carlisle, PA 17013
191
$2 83! .11....-:.
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SMA~uary 31, 1994
~-U-r-1994
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REMARKS
S. s. e1B4M26M4822
m TOTAL AMOUNT PAID --nUl.. n
SEAL
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RECEIVED BY
REGISTER OF WillS
- -- - -- ~- - -- -- -+'.. ,.--..- -- --. --- -.- -~.,. ,- ,--- -,-_. -- -~- -- .--.. -.....- -- - -.-...- --
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMIIRLAND
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III
___ __n._____________Henrv..r"',_gJ!l1\______.
being duly __Bwor.!!..._,____.._. according to lew, dopo,"1 end ..ys that h. is the elUU:llt.QL_____
_.__.____. __...'_'__Uh...h..___.____._.. of the estate of Norma Jean Stl,!m
lete of _..lh~Bo~ough, of ~,ewv111,e , '''''--'---1 Cumberlend County, Pe., deeu.ed and thlt thl
within Is an Inventory modo by 'n_ ..Hel1~Y9.__~_~um ,__ .__ __, the IIld executor
of the entire eltate 01 laid decedent, conllltlng of all the personal prop.rty and rul estate, except rul"tlt. eutslde
the Commonwealth 01 Pennsylvenla, and thet the figure. opposite eaoh 110m 01 the Inventory reprmnt It's f.lr velul
a. 01 the date of decedent's death.
Sworn
and subscribed before me,
January 31,
19 94
_B~.Ld. ~
lIenry G. (/ Eo""., .lfIdltlIHllUIltoll Sturn
20 East Main Street
NeW'{,ille L Pennaylvania 17241
Add,...
Dete of Duth
30
DIY
10
Month
93
V..,
INSTRUCTIONS
I. An Inventory must be flied within throe months alter appointment of person.1 representative.
2. A suppl.ment Inventory mUlt be flied within thirty deys "I discovery of addition. I l"lh,
3, Addltlonel shoeh mey be a/taohod as to pe~sonalty or realty
4, See Article IV, Flduclerles Act of 1949,
III
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Inventory of 'he real and personal estate of
Normn Jean Stum
deceaeed
1) Real Estate -
A. Mountain land 100 plus acres along Three Square Hollow Road in
H"pewell Township. Deed Book "Z", Volume 30, Page 349. Jointly
owned by the decedent and her son, William Henry Stum. Appraised
Value: $550/scre or $55.000,00 + 2. . . . . . . . . . . . . , , ,
, .
B. 56 Fairfield Street, Newville, Pennsylvania, Borough of Newville.
Deed Book "Z", Volume 3D, Page 346. Appraised Value $48.900,00.
Jointly owned by the decedent and her mother, M. Gail Thruah.
$48.900.00 .;. 2 I . . I I . . . I . . I , I . . t I I I . . . . .
, , .
2)
Harris Savings Bank -
A. Account 019-16-002416 opened 08-07-92 in trust for the decedent's
huaband, Henry G. Stum. Date of Death Balance . . . . . . . . . ,
B. Account 017-66-223441 opened 04-17-92 in the decedent'a name alone
, .
, .
3) The Farmers National Bank of Newville -
CD '8564 titled jointly since 11-13-89 with the decedent and her mother,
M, Gail Thrush. All interest was paid to M, Gail Thrush, Date of DeRth
Value $1.300,00 .;. 2. . . I , , . I I . I I . . . . . . , , ,
4) 1986 Chevrolet Caprice Coupe - Fair Market Value
. . . . ,
, . .
5) The Commonwealth National Bank now Mellon Bank -
CD 04100073678 opened 08-02-85 titled jointly with the decedent and her
motber, M. Gail Thrush. All interest was mailed monthly to the
decedent's mother, M. Gail Thrush, Date of Death Value $1,010.00 + 2, , .
6) PNC Bank -
CD '1753200159114 opened 04-08-93 titled jointly with the decedent and
her mother, M. Gail T".cuah, Date of Death Balance $1,102.24 leas
$3,000.00 exemption. . . . . . I t I . . . . I . . . . . . , . t . . . . .
27,500 00
24,450 00
3,070 03
2,512 22
650 00
2,950 00
505 00
000 00
,,~ ~.. ..( $61,637 25
',.. ;.! -'1(1.
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94 0055
YEAR NUM8ER
R!I;.UOO',X+ '112.111
SI
8~
'Ill HUM"R
21
COUNTY CON
-Dc.to ;ji,~ ,'OMPUl[ AD~~ii$S
20 East Main Street
Newville, PA 17241
Cov~L._____._,
[] 3. Remalnde, Relu,n
(fa, dol.. of dealh prlo, 10 12,13.82)
[J 5. Federal E.lale To,
Relurn R'qulred
_ 8. Tolal Number of Sal, D'po.1t Ba",
o 4. lIm\l.d ellOle
[] 40. Fulure Inlerell Comp,oml"
Ifar dol.. of d.olh oft.. 12.12.821
~ b. Decedenl Died T.llale [] 7. Pecod.nl Malnlalned a living T,ull
I~I~'!5_~OPy ~~j~) (A\lach copy of T,u,l)
All CORRESPONDENCe AND CONfiDENTIAL TAX INFORMATION SHOULD DE DIRECTED TO,
Ni:Mr-"-'--~'._-------- __n__",_ M'PiTlTMA1ITNOADORIS!l
Irwin, Irwin & McKnight
H N lIMTfR--
60 West Pomfret Street
Carlisle, PA 17013
"
.'
.
1. Roal E,'ale ISchedul. AI ( 1) ...____._._______.
2. SI"K. and Bond, ISch.dule BI ( 21 _______
3. Cloltly Held SlacklPa,Ine"hlp 'nl.IIIIISch.dule CJ I 3)
4. Mo,IgagOl and Nol.. Receivable (Sch.dul. D) I 41 _,____
5. Ca,h, Bank Depa,lII & MIIC.llaneo'JI Per,onal Properly I 51 ____~ill2. 25
ISchedule E1
b. Jolnlly Owned P,op.rty ISchedule F) I b) __ 53,105.00
7. Tranlle" ISch.dule 0) (Schedule LJ ( 71 _
8. Tolal G,all AIIOI. IIalallln.. 1.71
9, FUlleral Expen.... Admlnlll,alive Call'. MII"llaneoUl ( 91 __10.JL'i.l..Jl
E'pen,OI (Sch.dule HI
10. Deb", Ma'lgogo Llahlllll... Lien. ISch.dule i) 110) 1.428. 19
11. Talal Deducllon, Ilalallln.. 9 & 10)
12. Nol Value of ellalolllno 8 mlnu. line 111
13. Cha,lIable and Gavornm.nial Bequo," (Schodule JI
__ 14. NOI Value SubieCllo To, IlIne 12 mlnull~no 131
15. Amounl a' IIno 14 /axablo 01 6% ral.
(Include valu.. f,em Schodule K a, Schodul. M.)
lb. Amaunl of IIn. 14 la,abl. 01 15% '01.
(Include valu.. 'ram Schedul. K or Sch.dul. M.)
17. Principal la, duelAdd la, from line 15 ond fram line lb.I
18. Credill Prior Paym.nl' DllCounl
+ _ 5%
19. If line lB I. grealer Ihan line 17, enler Ihe dillerenct an IIn. 19. Th" I, Iho OVERPAYMENT,
aD
20. If Ilno 17 I. gllaler Ihan line 18, onltr Ih. dlfforenco on line 20. Thl. I, Iho TAX DUE,
A. Enter Ih. Inte,,,, on Ihe balanco due on line 20A.
I B. Enler Ihe 10101 of line 20 and 20A on IIn. 20B. Thl, I, Ihe BALANCE DUE.
L-Make Check Payable 'A' .R,glllll of Will., Agon'
.' .BE SURE TO ANSWER All QUISTlONS ON REVERSE SIDE AND TO IlICHICK MATH..
Under pinelli.. of perjury. I declarelhall have l.Ilomln.d thilt.lut". Including accompanying ,ch.dJlu and Itot.menlt, and 10 thl bill of my knawl.dg. and blll.r
II h fru., corrlCl and complete, I d,dor. Iho! 011 ,,01"'01, hos bun reported at !rut market value. Dlclaratlon 01 FJ"pOf., oth.r thon the perlonal r'pr.llnlaUv.1t
baled on alllnlormatlon of which pr'par.r hell any knowlld~.,
li?iNATUI! 01 'liiONn!1ON~i 0 ''''NO !!lUIN AOOlfll - rnr---
/ If nil 'I
~I~}~ INHERITANCE TAX RETURN
~,~'" RESIDENT DECEDENT
COMMONWUITH 0' PfNNSYlVAN'A (TO BE FILED IN DUPLICATE
OIPAIlMINT 01 '\VINUI I
om. 28060 WITH REGISTER OF WILLS)
HA!!IIIUIO. ''''I7I.'!.O/)().'..,__ '._'''n ''',..n _..'-'_.
fCfO(NT'$ NAME ILAS1.1IRS1, AtTO Mltlfllni/il'i".\L1
ffi STUM, NORMA JEAN
___L S6~i~~~~~~;;:'-~...__-.~~._-.~~r.:~~6;;;~-3-.~~'r~~~~;~36 .-
~ [ii] 1. Orighol R,lu,n [,I 2. Supplemanlal R,lurn
~~~
tll
<(
~
!
~
I
~
717-1 249-2353...
I 81 -
61.63'1.25
1151_
49.751.89
1111 11.885.36
112) -!t.9.751.89
113)
1141 ..!i2..l5J ,89
l( ,Oh .----1,985.11
11 b)
l( .15.
117)
In'lrell
ChOtk,hbrc II OJ' fir" requt'lting d rolund 01 your ovorpnymt'nf.
(18)
(19)
149.26
120i
(20A)
120BI
2.835.85
2.835.85
HAlrmTIlmrAllVI
20 East Ma in..J1.t;.ree!.....1kwvi lie , I'A 17241
Am'fll
60 West Pomfret Street, Car1isl~~A 17013
r>>.9t=.3.1-94
01-31-94
. .
,
,
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"
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ("') INTHE
APPROPRIATE BLOCKS. " . ,
, _n~ .fi.tt
1, Old decedent make a transfer and:
a, retain the use or Income of, the property transferred, '"''''''''''''''''''''''''''''''',''''' X
b.retaln the right to designate who shall use the property transferred or its income, x
c. retain a reversionary interest or .."""".........,,,......................,,..........11111....... X
d, receive the promise for life of either payments, benefits or cqre~ """.".",.",,,.,,, X .
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequlJte conslderation9 If death
occurred after December 12, 1982, did decedent transfer property within onll year of
death without receiving adequate consideration' ,...........,..""".."..".................... X
3., Old decedent own an 'In trust for' bank account at his or her deathL,,,,,,,,,,,,,.,,,,,, X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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J: SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
_ Plea" Print or Type
FilE NUMBER
U"'liOtl_.lUtl
COMMONW'A"~ A. PlNNIYlVANIA
INHUITAN I TAX enUIN
_ IUIDIN DICIDINI
ESTATE OF
Norma Jean Stum
IAII plOpOrtV lolnflv-ownod with tho ."hl 0' S."I,,"hlp mu.t bo dlocto..d on S,hodul. 'I
21-94-0055
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF D'iATH
1.
Harria Savings Bank -
A. Account 019-16-002416 opened 08-07-92 in trust for
the decedent's husband, Henry G. Sturn. Date of
Death Balance. t . . I . . . . . . . . . . . . I . . .
3,070.03
B. Account 017-66-223441 opened 04-17-92 in the
decedent's name alone, . . . . . . . . . . .
, . . .
2,512,22
2.950.00
2.
1986 Chevrolet Caprice Coupa - Fair Market Value . .. . . .
"
"
TOTAL (~n'er on line 5, RecapltulatlDnl $
8.532,25
l.lloch addillonal 8V1" Ie 11" ,h"H If mOil Ipac. " "..d.d,1
RIV.ll09lX. 11.l31
. ~OM~s~mT1~~10/A~I~mmAN/A I SCHEDULE "F" 1
RlIIDtrHDICIDINT J:'OINTLY-OWNED f'ROPERTY
UfATE OF -'~-=='===__~~="".-,c==~- - piii tiUMIIR
Norma Jean Stum
-
21-94..0055
Joint 10nGntIR)'
_____ NAME
A, William Henry Sturn
..___ ___ ADDRess
2 Vernon Street
Newville, PA 17241
RELATIONSHIP TO DECEDENT
Son
I, M. Gail Thrush
56 Fairfield Street
Newville, PA 17241
Daughter
C,
Jolntlv.ownod property,
ITlM
NUMBI
unn
POR
JOINT
TINANT
A
DATE
MADI
JOINT
11-13-84
DISCIUPTION OF PROPUYV
TOTAL VA~UI
OF ASSn
bleD'S DOLLAR VALua OP
% INT, OICIDINT'S INTIREST
1.
MJuntain land lOOt ~cres along
Three Square IbllCM Rd., Ibpcwcll
Township, Deed Book "Z", Vollllll! 30,
Page 349. . , , , . , I . . t .
55,00,00
50% 27,500.00
2.
B
11-13-84 56 Fairfi~ld Street, Newville, PA,
Borough of Newville, Deed Book "Z",
Vol\.m! 30, Page 346. . , . . .. 48,900.00 50%
11-13-84 The FarmerR National Bank of
Newville - CD 8564. . , , .. 1,300.00 50%
08-02-85 The Canronweal.th NatiOMl !lank row
~llon Bank rn 41(0)73678 . . ,. 1,010.00 50%
04-08-93 rom Bank now m:; Bank ill 1753200159 14 1,102.24 0%
Less $3,000,00
Exemption
24,450.00
3,
B
650.00
4,
B
5.
B
505.00
-0-
TOTAL (Alia tnlo, on line 6, Rocapllulatlan)
(/I molt .paco I. _d.d /nlll1 aMlliana! ,h.." 0' ,am. "10)
S 53,105.00
ITEM
NUMBER
---
A. Fun.ral hp.n"ll
1.
UY,IS!'''... I'.IIJ
mAle OF
8,
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
J;l~}1\
... W!lJh
COMMONWUt1H O' PENNSYlVANIA
INH!RITAHCf TAIt RE1U_N
R!SIDfNT DECEDENT
1 SCHEDULE H
fUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
. MISCELLANEOUS EXPENSES
PI.al. Prln' or Typ.
MBER
Norma Jean St\lm
21-94-0055
DESCRIPTION
AMOUNT
2,
3.
Egger Funeral Home, . . . . , . , , . , , , , . , 4,932.00
Thank You Notes and Stamps. . . . . . , . . . . 30.00
Luncheon. . . , . , . . , , , , , . , . , , , , . . . 72.00
Flowers . . , . , , . , . , , . , . , 107.06
4,
1,
Admlnlltratlv. COital
Peuanal Reprelentatlve Cammllllanl
Social Security Number of Perianal Representallvo.
Year Cammlulonl paId
2.
Attorney Fee, - Irwin, Irwin & McKnight . . . . . , . . . . , .. .
3,024.11
3.
Family Exemption f , I , . , . , . . , . . . ,
. . . . . . . . . .
2,000.00
Claimant Henry G. Stum ._ Relallanlhlp Husband
Addrell 01 Claimant 01 decedent', death
Slreet Addren _ 20 Eaat Main Street
City Newville Stale PA Zip Code 17241
Probale Feel - Letters Testamentary.
. . . .
. . . , . "
135.00
. . , , .
Mlle.llan,oul bp.nl.l.
Appraisal Fee for Mountain Land . ,
. .
, . . , . . . . ,
100.00
25.00
12,00
20.00
Filing Fee,
. . .
. . , , . . , . . . ,
. ,
. ,
Notary Fees
. . . . . . . .. '. t , . , .
, .
, .
Phone. Calla to Family and Friends to Notify .
. , ,
, ,
. .
TOTAL (Alao enler on line 9, Recapltulallonl S 10,457.17
(If mar. .paee II n..d.d, Inl.r! addltlana'lhtt" of lam. Iln,)
tIY,UlIl..ll-'"
~:t~
COMMONWIAI1Il 0' ,hUlnlVANIA
IHHIIIIAJ./ClfUmUIH
111101.." O'CIDINI
SCHEDULE J
BENEFICIARIES
ISTATE OF
FiLl NUMBER
Norma Jean Stum
21-94-0055
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Ta.able BequOItll
Henry G. Sturn
20 Eaat Main Street
Newville, Pennsylvania 17241
Husband
100% Residuary
-,
ITEM
NUMBER
NAME AND ADDRESS OF BENE~ICIARY
. AMOUNT OR'
SHARE 0' ISlATI
B. Charitable and Gavernmlnl,l Beque.tll
1.
,.
.,'
, I'
I"
,',',
.,\
(\.1
"~
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAha ente, an line 13, Recapllulatian) S
(II mare IFucol. ntlded, Insert a,jdltlanal,hee'. al 'am. Iln)
\ REY-1S4? EX AFP (10-93*
COMHOHWEAlT~ Of PENNSYLVAHIA
IlEPAlITItENT Of RfVEHUE
IUREaU Of INDIYIDUAL TAm
DEPI. 11060 I
HAIlRJSlURQ, PA I71Z8-0601
I!STATI OF STUM --= FILE NO.
DATI OF DEATH 10-30-93 COUNTY CUMBERLAND
HOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYHENT TO THE REGISTER OF WIllS. NAXE CHECK PAYABLE TO "REDISTER OF WILLS, ADENT"
REMIT PAYMENT TO:
r;
ACN
101
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAX
ROGER B IRWIN
60 W POHFRET ST
CARLISLE PA 17013
DATI 05"31-94
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
L - A.ount ~.!!'I~tod l
CUT ALONG THIS LINE . RIlTAIN LOWER PORTION FOR YOUR RECORDS ~
iii"V':is'4j-ix-AFP''mi:9iT"iloYici--oF.YNHiifii'AiicE-YA'X"'A- fiiiilJiisiifiilr,-",\L.l"OWANCE-'iili""...m-m..."-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STUM NORMA J FILE NO. 21 94-0055 ACN 101 DATE 05"31-94
If .n .llelement W.I i..ued prlviDully, linel 14, 15 and/or 16 and 17 will
reflect figure. that include the total of ~ return. alle..ld to date.
ASSESSMENT OF TAX.
1&. A.ount of L1no 14 t..oblo It 6% roto
16. A.ount of lino 14 to.lbll It 15% r.tl
17, Prinoipel To. Duo
TAX CREDITS.
PAYNE NT
DATE
TAX RETURN WAS, I X) ACCEPTED AS FILED
RIlSERYATION CONCERNING FUTURE INTEREST - SEE REYERSE
APPRAISED YAI.UIl OF RIlTURN BASIlD ON! ORIGINAL RETURN
1. Rool Eltoto ISohldulo A) II)
2. Stockl ond Bcndl ISchodull B) (2)
S, Cia ally Hold stook/Portnerlhip Intor..t ISchodule C) IS)
4. Hortglg../Not.. Rocoi,"bl" ISchodul1 0) (4)
5. COlh/Bonl< O""oIItI/Hhc. Plrlonel Proporty ISohedule E) C51
6, Jointly Ownod Proporty ISchodulo F) 16)
7, Tronlforl ISchldulo G) (7)
8. Totel A..oh
APPROYED DIlDUCTIONS AND EXEMPTIONS!
9, Funarol E.ponlo./Ad.iniltrlti,o CClt11
HhcoUonooul E.ponl.. ISchodulo H) (9)
10. Dobh/Nortgogo Llobllitlu/lionl ISohodull I) (10)
11. Totol Dlductlonl
12, Net Vol... of TI. Roturn
15. Chorltoble/Oo,ornoontol Blqu..h ISohldule J)
14. Not Volul 0" Eltotl Subjoct to To.
NOTE!
(15)
1161
RECEIPT
NUHBER
DISCOUNT 1+)
INTEREST 1-)
01-28-94
855862
149.26
) CHANOEO
.00
,00
,00
,00
8,532.25
53,105.00
.00
(8)
61 ,637.15
10.457.17
1,428.19
Ill)
(12)
115)
114)
11,885,36
49,751.89
.00
49,751.89
49.751.89 X,06'
.00 X.1& '_
(17)
~.985,11
,00
2,985.11
AHOUNT PAID
2.835,85
TOTAL TAX CREDIT
SALANCIl OF TAX DUE
INTEREST
TOTAL DUE
2.985.11
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN n, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" ICRl, 10U HAY aE DUE
A REFUND, SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS. I
AUlAVATlON.
PI.llPOst: OF
HOm!,
PAVItINT,
Al!rIlCO (CAI'
OIJlECTlOIII,
ADNIN
IITAATlvt:
COAA'lCTlOIII.
DIICOUNT,
INT!A'lIT'
(")("'1 , ';:0
C (I', \(J :'\1(\,1
"! . I',' (1'(,
(.;
.r..
1
''''
('i
Iii \
),> .,1 -.I
Elt,t" of decldlntt dving on or blfor. Olcllblr 12, .912 .. If 1nV' lutur, Inti..,., In thl ut.t. It tnlllf'rr.d
In po.....lon or .nJov..,,' to el... . (ooUlt,rll) btn,Uahr'" of the deuM"t Ift,r thl 'Mplr.Uo" of MY ..t.t. for
lIf. or 'Or Yllr., thl COIlOnWI1th hereby IItpr...Jy r...rv,. the rltht to .ppra'.. and ...... tratll'.r tnhtrltlftO. 'lICit
It thl l",'ul ClI.. a (ooU,t",1) nt, on any tuch future Int.rut.
To fulfill thl r.qulr...ntl of Slation 2UO of the Inhlrlttnet and Elht, 'IX Aot, Act ZZ of 1991. 7Z P,I,
5..11.. mo.
DetlCh tM top portion of ttlll NoUOI and lub,1t MUh your ply..nt to thl RIght,r 01 Will. printed on tht nv.r.. 110.,
--N"". ohock or ..... ordtr p..obl. \0' REaIRTER aF MILLS, AaENT
AU pIYHnh '"lived ,hili flrt' b. applltd to any Int.rll' which .ay b, dul Nith InY r..,lndtr appllld 10 1t\e '1M,
A rlf\.Nt of I tlX credit, wnlch "" net r.queUld on the TI. Return, Ily b. rlque,t.d bv co.pl.Una ." "A"lI01UOft
for R.fund of Penn.vlvan'. Inherltano. .nd Eltltl T'It" (AEV~Ul5l. AppllcIUonl Ir. .v,lhbl. It thl OffiCi
of the Allh11r of Willi, Ilwof thl U Alvln"'l Dllt/lct OfficII, or by cIUlnl the 'PICIII U-huur
anlwlrlng IIrvlc. nuabln for for.e orderlnll III Plnn.vlvlnll I-AOO-S6Z-Z0S0, outlld. Plnnlvlvl"l, and
within locII Hudlburl Ir.. (111) 7a7-109~, TDD' (717) nz-un WllrlnG Iapllrld Onh).
MV Plrb In Intlrllt not IIthUld NUh tM! IPpr.h..lnt, l110wancI or dluUowanol of deduction., or I...uant
of ttIC ClnolucUne dl.aaunt or Intar..t) II Ihown on 1hil NoUcl lJU.t ClbJ.ot within Ibtv (601 dlYI of reCllpt of
thh Notlo. bYI
--wrUt," pratllt to thl PA Dtp.rt..nt of R.Vlnul, 10lrd of Apv...., DEPT. 211021, Hlrrhburl, PA 17121-1021, OR
--.llOtlon to hlv, the IIlttlr d.ttraln.d It audit of thl eccDUnt of tht Plrlonel rlPrlltntatlvl, OR
ulfIPlI1 to the OrphWl.' Court.
Feetutl .rror. dltoovtrtd on thll ........nt .hould b. .ddrcII.d In writinG tOI PA Dtplrt..nt of AI"lnut,
lur.1U of Indlvldull TIll", ATTNI po.t A'''''lInt R.vl.w Uo11, DEPT. ZI0601, HurhburG, PA 17121-061\1
PhonI (11) 717-6505. SII pllt 3 of the bookllt "In.tructlon. 'or Inhlrltlncl 11. A.turn 'or I Autct."t
Dectcttnt" (REV-UbI) far 10 IkPlanlUon 0' IldlllnlttrlUVllv corr.otlbll .rrorl.
1f InY ta. dut It plld within thr.. (U o.l.nd.r .onthl after the decldentlt deeth, I flvl Plrclnt C5~) dhcolI'\t of
the tl. paid It 11lowed.
Interllt It chlrttd hqlMlng with flrtt day of dellnqutnc~, or nine (9) IOnth. _nd OM U) d.y frOll tht d.t. a;
dlath, to the d.tt of pay..M, Tall" which blo... dlllnquant b.for. Jenuuv 1, 1912 bllr Inttr'lt .t tht nt. of
.IM (6~) p.rcent p.r annuli OIlculltad lit . dilly rete of .0001'''. All till" which b.ol" dlllnqulnt on and Iftlr
JlnUlry I., ItlZ will bllr Inter..t It I ratl which wUl Vlry frol oallnd.r y..r to c.llnc1ar Vllr with th.t nt.
lMOUnOad by thl PA Daplrtttn1 of Ravlnul. Thl e"pllc'blt Interllt ratu for 1982 through 1994 arll
'!!!! Inttrut Ratl Dalh Intarllt Faa tor !!!! Inter..t Rats D.IIy Inttrllt Faa tor
1912 !OX ,ooos~a 1986 10~ ,ooom
1981 m .oooua 1981 9X ,000241
191~ m ,000501 1988-1991 IIX .000101
1981 m ,000156 1992 9X .0002~1
199I'l99~ 1~ .000192
"-Intlrllt II ollouleUd II (ol1oN"
INTEREST. BALANCE OF TAX UNPAID X NU"BER OF DAVS DELINQUENT X DAILV INTEREST FACTOR
....Any NoUc. lllned IIftar the tu bIClOll.. dtllnqulnt will r.Utot In Int.rllt oalculaUon to fifteen (11) diU
b.vOnd thl dlt. of thl ........nt. If PlYllnt it Itda Iflar the Intlrut cnput'Uon data Ihown on the
Notlc., addltlon.l Inter..t IIUI' bt calcullt.d.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent I NORMA JEAN STUM
Date of Deathl IG-3G-9L-
Will No. Admin. No. 21-94-0055
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 I
1. State whether administration of the estate is complete I
Yes_~_ No__
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the followingl
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 iSI
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 accounls may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Dalel
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Signat.u[e )
ROGER B. IRWIN
Name (Please type or print)
60 West Pomfret St.. Carlisle. PA 17013
Address
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( 717) 249-2353
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Personal Representative
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