HomeMy WebLinkAbout95-00706
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PETITION I-OR GRANT 01<' LETfEltS OF AI>MINISTRATION
Esrale of ..Rob'H~ L. St.onRhrakeL-
also k no wn as
No. _~J...::....Cfs. -7olp
To:
Deceu>l'd.
Social Sec"rlt)' Na. 1BB-26-53:tL_
Regl,ler of Wills for the
Counlyof Cumberland In Ihe
Commonweahh of Pennsylvllnla
The pelhlon of the undersigned respeelfully represents thaI:
Your pelilloner(s), who Is/are 18 years of age or older, applied
for lellers of admlnlstrallon
on Ihe eSlate of
(d.b.n.j pendenle IiICj dllr8111C ah~C:lIllai dUfO"le ndnnrilalt)
Ihe above decedent.
Oeeendent was domiciled al dealh In Cumberland Couney, Pennsylvania, wilh
I> is lastfamllyorprlnclpalresldeneeal 36 Fairview street, Carlisle BOJ;"ough, PA
(II" 'Ircel, nurnhc:f and munlclllallly)
Oeeendenl' then 52
at Carl sle, PA
January 22.
,19 87
years of age, died
Oecendent at dealh owned property with eSlhnated values as folllows:
(If domiciled In Pa.) All personal property $
(If not domiciled In Pa.) Personal property in Pennsylvania $
(If nol domiciled In Pa.) Personal property In County $
Value of real estate In Pennsylvania $ 13.000.00
silualed as follows: Woodland R.D., Clearfield County, ppnnsylvania. as
more fully described in Deed Book 688, pagR 517 ~L the CIRarfie1d
County Courthouse
Pelilloner_ afler a proper search hILa- ascertained thaI decedenlleft no will and was survived by
Ihe following spouse (If nny) and heirs:
Name
Carol G. Chriss
Relationship
Residence
'l'rnnt l111n, PA.
774 ni~hland nnad, Carlisle, PA
2lQO-DxL0~d_, Gardners, PA
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THEREFORE, petltloner(s) respectfully requcst(s) Ihe grant of Icllers of administration In Ihe
appropriate form 10 the undersigned.
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P~~ri~i~ A. ~tnn~hr~k~r
274 Rich1and Road
Carlisle. PA 17013
(717) 249-100Q
SSN 166-34-3443
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OATH 01" ISERSONAI. ItElsRESENTATIVE
COMMONWEALTH OFlsENNSVLVANIA
COUNTY OF Cumberland
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The pelltloner(s) above-named swear(.) or alTirm(s) that Ihe
statemenlsln the foregoing pellllon arc lrue IInd correcl to the be'l
of the knowledge and belief of petllloner(.) and thai liS personal
represenlatlve(s) of the above decedent petltloner(s) will wellllnd
truly admlnlstcr the estate according to IlIw.
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Sworn to or afnnned and .ubscrlbed
bcfore me Ihls 21st. day of
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......--op...... ~.e,. ~~ Register
No. 71-9"-70fi
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E~~ilte of
ROBERT L. STONEBRAKER
I Deceased
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GRANT OF LETTERS OF ADMINISTRATION
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CC ANDNOW r,r"l SEPT. 21 19~,lneonslderatlonofthepetlllonon
the reverse side hereof, satisfactory proof having been presenled before me,
IT IS DECREED Ihat PATRIC-IlLAJTONEBRAKER
Is/arc cntllled to Lelters of Admlnlstrlltlon, IInd In IIccord with such finding, Lelters of Admlnlstrallon
ore hereby granted 10 J.A'l'.RI.cI1LA._S'l'ONEBRAK.6.R
In the estale of
-
ROBERT L. S~ONEBRAKER
FEES
Lcltcrs of Administration ..... s.5j)...Jlj)-
Shorl CertlfieatesGo ) . . . . . . . . .. S-3-..0D-
Rcnunelatlon ................ S
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TOTAL _ S.5.B~.O 0_
Fllcd .. .SIll?'!',.,21........ A.D. 19_95..
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
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Name of Decedentl
Robert L. Stonebraker
Date of Deathl Januarv 22, 19B7
Will No.
1995-00706
Admin. No,
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To the Register!
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Octob~r 11. lqq5 I
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Address
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Steven M. Stonebraker 7 Middle Acres, Newville, PA 17241
Carol G. Chrissman R.D. #1, Box 2-B, Trout Run, PA 17771
Robert L. Stonebraker 2300 Oxford Road, Gardners, PA 17324
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Linda L. Brown
274 Richland Road, Carlisle, PA 17013
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
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Datel 10/// /ltS
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Signature
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Name Richard L. Webber, Jr., Esq.
Address 366 Green Spring Road
P.O. Box '1U
Newville, PA 17241-0040
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Telephone@ 776-6566
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Capacity I
Personal Representative
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Counsel for personal
representative
IN REI ESTATE OF
ROBERT L. STONEBRAKER,
DECEASED
I IN THE COURT OF COMMON PLEAS OF
I CUMBERLAND COUNTY, PENNSYLVANIA
I
I
I NO. 95-00706 ORPHANS' COURT
I
I ORPHANS' COURT DIVISION
'.
AMENDED DECREE AWARDING REAL ESTATE
AND NOW, this 5th day of AUGUST, 1997, it appearing that the
First and Final Account and Schedule of Proposed Distribution of
Patricia A. Stonebraker, Admi.nistratrix of the ESTATE OF ROBERT
L. STONEBRAKER, late of the Borough of Carlisle, Cumberland
County, Pennsylvania, deceased, have been filed and advertised in
accordance with law and Rules of Court and the same having been
confirmed absolutely by the Orphans' Court Division of the
cumberland County Court of Common Pleas on July 25, 1997, by
Harold E. Sheely, President Judge1 and it further appearing that
the net value of the Estate is less than $30,000.00 and that
PATRICIA A. STONEBRAKER, wife of the decedent, Robert L.
Stonebraker is entitled to receive the entire net estate, which
consists of the entire interest in the real estate described
below.
AND IT NOW being desired to fulfill the Schedule of Proposed
Distribution confirmed on July 25, 1997, by specifically awarding
the hereinafter-described real estate in accordance with 20 P.S.
6102 to PATRICIA A. STONEBRAKER.
Exhibit "E"
'.
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NOW, THERBFORE, it is ordered, adjudged, and decreed that:
ALL that certain piece or parcel of land situate in
Bradford Township, C1earfie1d County, Pennsylvania,
bounded and described as follows:
BEGINNING at a point in the center line of Township Road
T-613 running from Pleasant Valley to Egypt, said point
being the northwestern corner of the hereinbelow
described premises; thence along line of land hereto
conveyed by Preston Kephart et ux. to James W. Carney by
deed dated October 12, 1973, and recorded in C1earfield
County in Deed Book 661, at Page 89, South 4 degrees 11
minutes West 158.4 feet to a chisel mark on stone; thence
along line of other lands now or formerly of Kephart
South 79 degrees 52 minutes East 126 feet to a cut mark
on stone; thence cont~nuing along line of other land now
or formerly of Kephart herein North 4 degrees 11 minutes
East 139 feet to a point on the center line of said
Township Road No. T-613; thence along the center line of
said township road North 71 degrees 19 minutes West
129.55 feet to a point and place of BEGINNING.
CONTAINING 0.43 acres.
SUBJECT TO conditions and restrictions of Record.
BEING THE SAME REAL ESTATE WHICH PRESTON KEPHART and
HARRIET ELEANOR KEPHART, his wife, by deed dated August
21, 1974 and filed for record in the Office of The
Recorder of Deeds in and for C1earfie1d County in Deed
Book 688, at Page 517, granted and conveyed to ROBERT L,
STONEBRAKER.
IS hereby AWARDED to PATRICIA A. STONEBRAKER.
The Recorder of Deeds in and for said Clearfie1d County,
Pennsylvania, is directed to record this Order among the deed
records in his office and to index the same in the Grantor index in
the name of Estate of ROBERT L. STONEBRAKER, Deceased, and in the
Exhibit "E-1"
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Grantee index in the name of PATRICIA A. STONEBRAKER, in
accordance with section 711 and 3536 of the Probate, Estates and
Fiduciaries Code.
By the Court,
I hereby certify that the precise residence and complete
post office address of the within distributee is as follows I
274 Richland Road
Carlisle, Pa. 17013
Richard L. Webber, Jr.
Attorney for the Estate of
Robert L. Stonebraker
Exhibit "E-2"
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1995-00706
FIRST AND FINAL ACCOUNT OF
PATRICIA A. STONEBRAKER, Administratrix
For
ESTATE OF ROBERT L. STONEBRAKER, Deceased
Date of Death:
Date of Executor's Appointment:
Dates of Advertisement of Letters:
January 11, 1987
September 21, 1995
~ sentinel:
October 2, October 9, and
October 16, 1995
October 6, October 13, and
October 20, 1995
Cumberland ~ Journal:
Accounting for the Period:
January 11, 1987 to
March 21, 1997
Purpose of Account: PATRICIA A, STONEBRAKER, Administratrix,
offers this account to acquaint interested parties with the
transactions that have occurred during her administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined, Requests
for additional information or questions or objections can be
discussed with:
Richard L, Webber, Jr" Esquire
366 Green Spring Road
P.O, Box 40
Newville, PA 17241-0040
(717) 776-6566
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S""""'srv of Account
~
Current
Value
Fiduciary
Acquisition
Value
Proposed Distribution
to Beneficiaries, net
PrinciDal
Receipts
S 8,356.37
3
$ 13,000,00
Less Disbursements:
Debts of Decedent 3
Funeral Expenses 3
Family Exemption 3
Administration 3,4
Expenses
Federal and State 4
Taxes
Fees and Commission 4
0,00
3,221,00
0.00
410,20
362,43
650,00
Balance before Distributions
Distributions to Beneficiaries
_ 4.643.63
8,356,37
0.00
8,356.37
Principal Balance on Hand
Income
Receipts
Less Disbursements
II
0.00
- 0.00
Balance before Distributions
Distributions to Beneficiaries
0,00
- 0.00
0.00
S 8.356.37
Income Balance on Hand
Net Combined Balance on Hand
2
1. ,43 acre tract with 1 story
cabin situate on Woodland Road,
Clear field County, pennsylvania,
recorded in Clearfield County
Deed Book 688 at Page 517,
$ 13,000,00
.'
RBCBIPTS OF PRINCIPAL
Current Value
Fiduciarv
Acauisition
Value
TOTAL PRINCIPAL RBCBIPTS
$ 13,000.00
DISBURSBMBNTS OF PRINCIPAL
DBBTS OF DBCEDENT
NONE
FUNERAL AND BURIAL EXPENSES
04/14/87 Hoffman-Roth Funeral
$ 3,221.00
TOTAL FUNERAL AND BURIAL EXPENSES
$ 3,221.00
FAMILY BXEMPTION
NONE
ADMINISTRATIVE EXPENSES
10/27/95
Coldwell Banker -
Appraisal
Cumberland County
Register of Wills -
probate fee
Cumberland Law Journal -
legal ad
$ 75,00
08/16/95
09/21/95
58,00
40,00
3
..
10/27/95
11/27/96
To be
Paid
To Be
Paid
The sentinel - legal ad
Cumberland County
Register of Wills -
filing of Inheritance
Tax Return and Inventory
Cumberland County
Register of Wills -
filing of. First and
Final Accounting
Clearfield County
Recorder of Deeds -
filing fee for recording
of decree
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Current Value
Fiduciarv
Acauisition
Value
72.20
25,00
110.00
30,00
$
410,20
TOTAL ADMINISTRATIVE EXPENSES
FEDBRAL AND STATB TAXBS
11/27/96 Pennsylvania Department
of Revenue - inheritance
tax
03/10/97 Pennsylvania Department
of Revenue - inheritance
tax (interest)
TOTAL FEDERAL AND STATE TAXES
FEES AND COMMISSIONS
Richard L. Webber, Jr.,
Attorney - 5\ of
$ 13,000,00
$ 314,33
48,10
$
362,43
$ 650.00
$
650,00
TOTAL FEES AND COMMISSIONS
4
;
Current Value
Fiduciarv
Acauisition
Value
PRBVIOUS DISTRIBUTIONS
NONE
RBCBIPTS OP INCOME
NONE
DISBURSEMENTS OP INCOMB
NONE
SCHBDULB OF PROPOSED DISTRIBUTION
TO: patricia A, stonebraker, pursuant to 20 pa,C.S.A. 2102 and
proposed Decree Awarding Real Estate attached hereto,
Real estate consisting of 0,43 acres, improved
with a 1-story cabin, situate on Woodland Road,
Clearfield County, Pennsylvania, recorded in
Clearfield County Deed Book 688, at page 517,
Total distribution (net of expenses)
$ 8,356,37
5
. .
PATRICIA A. STONEBRAKER, Administratrix of the Estate of
ROBERT L. STONEBRAKER, deceased, hereby declares under oath
(penalties or perjury) that she has fully and faithfully discharged
the duties of her office, that the foregoing First and Final
Accounting is true and correct and fully discloses all significant
transactions occurring during the accounting period, that all known
claims against the estate have been paid in full, that, to her
knowledge, there are no claims now outstanding against the estate,
and that all taxes presently due from the estate have been paid,
Subscribed and sworn to by
PATRICIA A, STONEBRAKER before me
this ::1.1 day of '-?11I'JA~L
199,~ ,to h/V~
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PATRICIA A. STONEBRAKER,
Administratrix
6
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PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LA W JOURNAL
(Under Act No. 5117, uppl'llved Mny Ill. 11)29), P. L.171i4
STATE OF PENNSYLVANIA :
55,
COUNTY OF CUMBERLAND :
Roger M, Morgenthnl. Esquire. ElIllnr nf the Cumberlunll Luw Jnurnul, nf the Couoty
anll State aforesaid, being lIuly sworn. accnrding tn luw, depnses unll suys thutthe Cumberlund
Law Journal. u legul peliollicul publishell in the Bnrnugh of Curl Isle in the Cnunly unll Stute
ufnresuid. wus estubllshed Junuury 2. 11)52. unll deslgnutcd hy the Incul cnurts us the nfficlnl
legul periodlcul for the publicutinn nf ulllegulnlltlces. unll hus. since Junuury 2, 1952, been
regulurly issued weekly in the suill Cnunty, und thut the printed nntice or publicutlnn uuuched
hereto is exactly the sume us wus prinlell in the regular editions unll issues of the said
Cumberland Law Journal on the fnllowing lIntes,
Vi7.:
OCTOBER 6. 13. 20. 191)5
Artiant further deposes thut he is nutholized to verify this stutement by the Cumberlund
Luw Joumnl, u legul periollicul of generul circulntlon. unllthnt he is not interested in the subject
muller of the aforesuid notice or ullvel11sement, unllthut ull ullegutlons in the foregoing
statements Il~ to time. pluce und charllcter lIf publlcutlnn ure true.
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Roger M. Mnrgenlhul, ElIllor .
8toaebruer. Robert L.. dee'd.
Lale or CorUsle Dorough.
Admlnlslmlrtx: rolrtclo A. Slone.
broker. 274 R1chlo"d Rond. Cor.
Usle. PA 17013.
Attorney: Rlchord L. Webb<r Jr
366 Or..,,, Sprt,," Rood. 1'.0.' ~
40, New.tlle. I'A 17241.0040.
SWORN TO AND SUBSCRIBED before me this
2ll lIuy of OCTOBER , 1995
S;;M~ ?J1.~~jI
Notary
NOTARIAL IUL
SUSAN M. RAMSEY, NolIIy NllIo
~,QrNlIItInd Coun!y, PL
tliCu.l.1 'J1')IEJlpIrM~I_I.1"
Exhibit "A"
PROOF OF PUBLlCATI.QN
State of PennsylvanIa,
County of Cumberland. ss:
of THE SENTINEL,
of the county and State aforesaid, beIng duly sworn, deposes and says thai THE SENTINEL, a newspaper of
general circUlation In the Borough of Carlisle, county and Stale aforesaId, was established December 131h,1881,
sInce whIch dale THE SENTINEL has been regularly Issued In said County, and that the printed nollee or
publlcallon attached hereto Is exactly the same as was printed and published In the reular edlllons and Issues 01
THE SENTINI:L on tho followIng dales, vlz . .
Marian M, Welsh
Copy of Notice of Publication
I__"ml
10
PUbllo Nolloe
October 2, 9, 16, 1995
11
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. ADIIlNIBmIlT8IX'BIllIDCI
: i&~~r,t1'ca;I"'.tr'1I0n onlfii'"ii"a'l of
I IlonJugh 01 ca,JONCURAKIR. 'all ollhl
. d d 10 umbertand County PA
, u:csa.t'..!..... hIve bl.n granted to' th~
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: :t :'rlOfta Mowlna IhlmHlve1 to be tnd,bt. '
, I r NJd Ellal. wrII make plym.nllmmldl-
. ~!m'f'~rn.d ~...o.. hiving claim. will pr"'"1
I II,. JU ~,_m.nllo:
,
: Patricia A. Stonebrak.r
. Admlnlltrllm
. 2704 Rlchland Road
: RJchanlL.Wobb.' Jr Cart~II,PA 17013
, Attorney . .
, 3lle Oraon Spring Road
, P.O. 00.40 .
: NIWVIII PA 17241.0040
I
Affiant further deposes that he Is not Interested In
the subject matter of the aforesaid notice or
advertisement, and that all allegations In the
foregoing statement as to tIme, place and character
of publication are true.
"o/a-u- ~ U/~
11/7/95
Sworn to and subscribed before me this 8 th
day of November ,19 95
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My commission expIres:
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NoIIrfaI SeIIl
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Exhibit "Il"
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IN RBI BSTATB OF
ROBBRT L. STONEBRAKER,
late of CarliBle Borough,
cumberland County, PA,
deaeaBed
I IN THB COURT OF COMMON PLUS OF
I CUMBERLAND COUNTY, PHNNSYLVANIA
I
I Orphan'B Court DiviBion
I
I No. 1995-00706
NOTICB
This is to advise that PATRICIA A, STONEBRAKER, Administratrix
of the Estate of ROBERT L. STONEBRAKER, deceased, has filed the
first and final account of his administration of the said
decedent's estate in the Office of the Register of Wills of
Cumberland County, Pennsylvania, Orphans' Court Division, in the
Courtroom of the Cumberland County Courthouse, Carlisle,
Pennsylvania, on April 22, 1997, at 9:30 a.m, for confirmation.
Copies of the said Account and proposed Schedule of
Distribution are enclosed herewith.
The notice is sent to you as an interested party, in
accordance 'with the Rules of Court, Any exceptions or objections to
the said Account or Proposed Schedule of Distribution may be filed
prior to, or at that time and date, by any Party of Interest.
You are not required to appear at the audit, However, if you
do not appear in person or by counsel, the Court will assume that
you agree with the accounting and the distribution proposed by the
accountant,
Very truly yours,
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Richard L, Webber, Jr,
366 Green Spring Road
P.O, Box 40
Newville, PA 17241-0040
(717) 776-6566
March 21, 1997
Exhibit "e"
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LIST OF POTENTIAL HEIRS
OF THE ESTATE OF ROBERT L. STONEBRAKER
AS PER 20 Pa,C,S.A, 2102
1. patricia A. Stonebraker, wife
274 Richland Road
Carlisle, PA 17013
2. Steven M, Stonebraker, son
26 Mount Rock Road
Newville, PA 17241
3. Carol G, Chrissman, daughter
R,D. #1, Box 2-B
Trout Run, PA 17771
4. Robert L, Stonebraker, son
2300 Oxford Road
Gardner~, PA 17324
5. Linda L, Brown, daughter
274 Richland Road
Carlisle, PA 17013
I do hereby certify that, on March 21, 1997, I served the
Notice, First and Final Accounting, and Schedule of Proposed
Distribution to each of the above-listed beneficiaries by mailing
a copy of the same by U,S, First Class Mail,
71/A.~/L1
Richard L. Webber, Jr" Esq,
366 Green Spring Road
P.O, Box 40
Newville, PA 17241-0040
(717) 776-6566
Exhibit "0"
IN RBI BSTATB OF
ROBBRT L. STONBBRAXBR,
DBCIlASBD
I IN THB COURT OP COMMON PLIlAS OF
I
I CUMBBRLAND COUNTY, PBNHSYLVAHIA
I
I ORPHANS' COURT DIVISION
I
I NO. 1995-00706
DBCRBB AMARDING REAL BSTATB
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AND NOM, this :}. ~ day of '" ~ ., 1997, it
appearing that the First and Final Account and Schedule of Proposed
Distribution of PATRICIA A. STONEBRAKER, Administratrix of the
ESTATE OF ROBERT L. STONEBRAKER, late of the Borough of Carlisle,
Cumberland .County, Pennsylvania, deceased, have been filed and
advertised in accordance with law and Rules of Court and the same
having been confirmed absolutely by the Orphans' Court Division of
the Cumberland County Court of Common Pleas on April 22, 1997, by
Harold E, Sheely, President Judge; and it further appearing that
the net value of the Estate is less than $ 30,000,00 and that
PATRICIA A, STONEBRAKER, wife of the decedent, Robert L,
Stonebraker is entitled to receive the entire net estate, which
consists of the entire interest in the real estate described below.
AND IT NOM being desired to fulfill the Schedule of proposed
Distribution confirmed on April 22, 1997, by specifically awarding
the hereinafter-described real estate in accordance with 20 P,S,
6102 to PATRICIA A, STONEBRAKER,
Exhibit "E"
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NOW, THBRBFORB, it is ordered, adjudged, and decreed that:
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ALL that certain piece or parcel of land situate in
Bradford Township, Clearfield County, Pennsylvania,
bounded and described as follows:
..'
BBGINNING at a point in the center line of Township Road
T-613 running from Pleasant Valley to Egypt, said point
being the northwestern corner of the hereinbelow
described premises; thence along line of land conveyed by
Preston Kephart et ux. to James W, Carney by deed dated
October 12, 1973, and recorded in Clearfield County in
Deed Book 661, at Page 89, South 4 degrees 11 minutes
West 158,4 feet to a chisel mark on stone; thence along
line of other land now or formerly of Kephart South 79
degrees 52 minutes East 126 feet to a cut mark on stone;
thence continuing along line of other land now or
formerly of Kephart North 4 degrees 11 minutes East 139
feet to a point on the center line of said Township Road
No, T-613; thence along the center line of said township
road North 71 degrees 19 minutes West 129.55 feet to a
point'and place of BEGINNING, CONTAINING 0,43 acres,
SUBJBCT TO conditions and restrictions of Record,
BBING THB SAME RIAL BSTATB milCH PRESTON KEPHART and
HARRIET ELEANOR KEPHART, his wife, by deed dated August
21, 1974 and filed for record in the Office of The
Recorder of Deeds in and for Clearfield County in Deed
Book 688, at Page 517, granted and conveyed to ROBERT L.
STONEBRAKER,
IS hereby AWARDED to PATRICIA A, STONEBRAKER,
The Recorder of Deeds in and for said Clearfield County,
Pennsylvania, is directed to record this Order among the deed
records in his office and to index the same in the Grantor index in
the name of Estate of ROBERT L, STONEBRAKER, Deceased, and in the
Exhibit "E-l"
,. '''1!'-,>,~,''-,'''-~''''''
.' ..
Grantee index in the name of PATRICIA A, STONEBRAKER, in accordance
with Section 711 and 3536 of the probate, Estates and Fiduciaries
Code.
I hereby certify that the precise residence and complete
post office address of the within distributee is as follows I
274 Richland Road
Carlisle, PA 17013
Richard L, Webber, Jr,
Attorney for the Estate of
Robert L. Stonebraker
Exhibit IE-2"
.:. ~.'--"4-''''e_ _~_-i,~_ .,.'w' ._~~__., -,,,,,,''''', "~_";'~i-O'
,
\"
INREI ESTATE OF
ROBERT L. STONEBRAKER
DE~EASED.
I
I
I
I
I
I
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYOVANIA
ORPHANS' COURT DIVISION
NO. 21-95-706
ORDER OF COURT
AND NOW, July 25,1997, the within a~~ount is confir.med and
distribution dir.e~ted in a~~or.dan~e with the s~hedule.
By
95
YfA~
0706
NUMI!~
~i~l~
~. l:~';;.!\
COMMONW\AUH o. 'INNlnVANIA
01'.. M(Nt O. .\VINUI
DIP'. 11060
HA"~!!I..0,'A 11nl~1
1$- su, - 1.3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
. I C
,I'!/ ..I .. 'v. ("7 .;::....
PO.DAnIO'DIA,"Am.12r~11t1 tH.etCH.U
.. A ll'OUIAL 0
I'Ov..n CUD" .. CIAIMID
PILI NUMI..
v.u:..'" ". 1l'.191l
1. Rool E.lolo (Schodulo A) (11 !.1 3 . 000.00
2. Sloch and Bond. ISchodulo B) ( 2)
3. Clo.oly Hold Slod.JPo~no"hlp Inlo...1 (Schodul. q (31
A. MortooO" and Nolo. Roc.lvoblo (Schodul. Dl ( A)
5. Co.h, Bonk Dopo~" & MIK.llonoou. Pononal Property I 51
(Scnodulo EI
6. Jolnlly Ownod Proporty (Schodulo F) ( 6)
7. Tron,'o" (Schodul. GI (Sch.dulo l) I 7)
B. Tolol Grall Allot. (10101 line. 1.7) .
9. Fun.ral bp.n'.I~ Admlnlttrotlve Co"', Mllnllaneou. ( 9)
Eopon.o. (Schodulo HI
10. Dob". Mortoooo Uobllltlo.. Uon.ISchodul. I) (10)
11. T 0101 Dodudlon. IlotolllnOl 9 & 10)
12. Nol Valu. a' Ellat.llln. B mlnu.lln. 111
13. Charllablo and Gav.mmonlal Boqu.." (Schodul. J)
lA. N.I Valu. Sub 0" to To. IIn. 12 mlnu.lln. 13
15. Amounl 01 IIno lA la.ablo 01 6% ral.
Ilndudo valuo. from Schodul. K or Schodul. M.I
16. Amaunl of IIno 1 A la.ablo 01 1S~ ralo
(Indudo voluo. Irom Schodulo K or Schodulo M.)
17. Principal 10. duolAdd 10. Irom IIno 15 and /rom line 16.)
18. Cr.dlll SpoulOl Povorty Crodlt Prior Payment. .
+ +
19. If IIno 18 I. oroalor ,hon IIn. 17. .nlor Iho dlff..enc. on IIno 19. Thl. I. Iho OVERPAYMENT.
mD
20. If IIno 171. oroalor than IIn. 18. .nl.r Ih. dlff.r.nce an IIn. 20. Thl.I. Iho TAX DUE.
A. Enler the 'n,.,..t on .h. balanc. due on IIn. 20A.
8. Enlor Iho 10101 01 IIno 20 and 2010 an II.. 20B. Thlt I. Ih. IALANCE DUE.
Make Ch.ck Payabl. 101 Rogl,'.r .1 Will., Ag.n'
.. "IE SURE TO ANSWIR AU QUEmONS ON REVlRSI 5101 AND TO RECHICK MATH..
Ider plnolll.. af perl~ry. I dedar. that I ho.,1 examined thl. relurn, Including accampan~l"g ICh.dule, and 'tolemenfl, and to the be,' of my .nawledge and beliel,
. true, correct and campl.te. I declar. thaI 011 r.al ..Iat. has bun reported at Irue market .011.1.. O.c1arallon of preporer a,h.r than Ihe personal repre..nlatl.. II
,ed on alllnformallon of which pre or., hot an howledge.
8
~
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~i~
52
...
:c
198
.. a
oz
U2
36 Fairv~~w Street
Carlisle, PA 17013
Cumberland
o 3. R....alnd.. R.Mn
lfor dol.. 01 doath prior 10 12.13.821 .
o 5. fod.ral E.lal. To.
R.tum Roqulrod
_ 8. Talal Numb.r of Solo Dopallt Bo..,
21
COUNTY CODE
stonebraker, Robert L.
188-26-5336
1/22/87
09/03/34
o 2. Supp'-ntal R....m
o Aa. futuro Inl....t Comproml..
l'ar dal.. 01 doalh aft.. 12.12.12)
o 6. Docodonl Dlod To.lolo 0 7. Docodonl Malnlalood a Uvlng TMI
IAllo,h co 0' Willi (Allach co of Tru'l
ALL COUESPONOENCI AND CONPlDrNTIAL TAX INPORMATlON SHOULD II DIRICTID TO,
l[) 1. O,lolnal Rolum
o A. Umltod EII'I.
Richard L. Webberr Jr., Esquire
'366 Green Spring Road
P.O. Box 40
Newville, PA 17241
776-6566
.r
~
~
e
g
,'"
7,761.20
181 $13.000.00
(111
(121
(131
lA
115)
5,2~R.RO
lC ,06.
(161
lC .15.
z
o
!i
S'
~
o
u
~
(17)
DllCaun'
Int.....,
(18)
(191
Qh.dl h.r. I' you are 'ltquc"lI1g (J refund of your oycqlnyrnonl
1201
120101
(20BI
27j Richland Road:
AOO~ ::
Lireen ::'prlng
Car1i:le PA
Koaa; "ewvi.L J.e
7.761.20
5,238.80
5,238.80
~14.~~
~14."I~
314.33
314.33
DATI
f/J{,/~l.
DATI
rrl;}6/~ /,
1""'/\
. v
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ('" )IN THE
APPROPRIATE BLOCKS.
1. Old decedent make a transfer and:
a. retain the use or Income of the property transferred, ......,.....,........,..........,......
b, retain the right to designate who shall use the property transferred or Its Income,
c. retain a reversionary Interest or .............................11..........,..................'U'I'"
d, receive the promise for life of either payments, benefits or care9 ......................, .
2, If death occurred on or.before December 12,'1982, did docedent within two years
preceding death transfer property without receiving adequate conslderatlonV If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration' .................................................
3. Old decedent own an 'In trust for' bank account at his or her death9.....................,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~.
. ------- -....-.--- ..~~....
lti.\lOIllt 112.111 1
. ~
COMMOt<~'AUfio' P1t<t<IYlVAt<IA
It<H'\ "At< "., II'Ult<
. IDIH OlelL! HI
.,;",'- .0. .,. ;....=.;.;....1.:--_~:_l::.I'-
ISTAlI OP
SCHEDULE A
REAL ESTATE
._~-
__ -.."'.....n-:.."V.-.. ....-.:.'..'iLi HUM.IR." " 'I.-.:t~:.:.-,tu.~_. ..-:t
RobWrt L. stonebraker 2195-0706
IP,op"'v lolnlly.ownld with Rlgh,";;,-s.;vl~-;';;j,I;;;;';;i-b, dl.cl;;d;.;sch;;i~I;-;iAi1 ;~ol;;'oi; Ih~uld j,'o ;~;~j".i ;;, 'ai, ";~;ic'I' ;al~.
which II d,lInod ,,'h, prlco a' which p,opo,'y would bo o..hang,d bolwoon a willing bUYII and a willing 10110', noltho, bolng comp,lI,d
~J1.u.V.,,!.~.I1,.!!oth ~~.~~~I.!!!.'o!,.!!~I,!,,~!!,!I,d,-~~!,.!!I!.!!!!!!,~_ --.... .-.---.. -. .... ..-.. ----.--..-.-.-
NIJ~~!R DESCRIPTION VAb~Eo1~rtT!
-.----..-----. -
13,000.00
I.
.43 acre tract with 1 story cabin situate on
Woodland Road, Clearfield county, Pennsylvania,
recorded in Clearfield county Deed Book 6BB at page
517.
=:::~':..:": . ..__.. _ ... ""..."". _. ., .. '. ._.,..."", . ....=:::-k.......o, ..
t.. . I "' . It." ',1 " .,
Ii
i
j
.A.
.8..
t
.
-
lI\ltlll'h PII'
nlM
NUMBIIt
A.
C:
1.
2.
3.
A.
5.
6.
7.
8.
~.~.~
~. ,\"
_. .,.
COMMONWIAlIH O' ptNNI,lYANIA
INHunANCI 'AX ."UIN
l"IDINt DICIDIHI
5CHIDULI H
PUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS IXPENSES
,I.a.. ',In' a, T .
RobWrt L. stonebraker
2195-0706
DISCItIPTION
AMOUNT
t.
Pun.,al "p.n....
Hoffman-Roth Funeral lIome
3,221.00
1.
Admlnl.',allv. Ca.'..
P.rson..l R.p,...nlo.I.. Commlnlan.
Social S.cu,lty Numb.r of Penanal R.pr...ntall...
Vea, Commlnlon. paid
2.
Allo,n." F...
Richard L. Webber, Jr., Esq.
family E..mpllan
Clalmanl patricia StonebraClttlbl!an.hlp Wife
Add.... of Claimant ot d.c.d.nt'. d.oth
St..., Add.... 36 Fairvlilew Street
City Carlisle Stal. PA Zip Cad. 17013
3,500.00
650.00
3.
Probate F...
Cumberland County Register of Wills
MI.eellan.ou. "pen....
The Sentinel - Legal Ad
58.00
72.20
4t1.00
75.00
fee 25.00
fee for 100.00
fee for 20.00
Cumberland Law Journal - Legal Ad
Caldwell Banker - Appraisal
Cumberland County Register of Wills - filing
for inheritance tax return and inventory
Cumberland County Register of WillS - filing
first and final accounting
Clearfield County Recorder of Deeds - filing
recording of deed
TOTAL (1.1.0 .'11., an 11'1. 9, R.capllulallan)
S .7,761.20
..~--~--_.__~..-. ,. __ .._. _.__._r_
,
,
".11. ...
,.
CC' ~ 1\<.1"," eM pt.,,,,.....
....IIt.... '''1fNIM
...........u.....
SCHEDULE J
IENEFlCIARIES
All O'
Robert L. stonebraker
P1UNUM..12195_0706
.~
,.
~~c
~.'-,"\
... 'i~-
~e
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,\",'t..l
v~
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Sl~
,.
1~~~11 NAMI AND ADDlnS O. IINIPlClAIY
A. T...w. ........
L patricia A. Stonebraker
274 Richland Road
carlisle, PA 17013
lILATlONSNI.
AMOUNT 01
SHAlla. ISTAlI
Wife
100%
"i\~l
;l,t'
rlo,
~
:tf~]
\:ti".
~,..
'i
,l..~
~~
~
11.
~~.'
.l.C
it
.h
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i"
,;1'
'"
1...-'t
f
..
"1
.'
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HUMin
.
NAMI ANO ADOIISI OP IINIPICIAIY
AMOUNT 01
SHAll O. ISTAlI
I. c:hotItaWt..... Oa.....__IlI.... ........
1.
TOTAL CH"I""lle AND GOvelNMINTAl ..QUilTS IAI,. 011I.... 11M l3. l..opItulalloo' S
(If _ _ 10""'. ....... _AIlIo.... ....... .. _ Ilul
i'.',.:'
l~l~";'\\,+
,-.
,
COLDweLL
DANl\eR Ll
AMON, SHIMMEL &
WALSH REALTORS~
1(lII6OUHlrn0U16tnfEI
Cl[,4,1lI tHU I'A IfiljJO
8UI. 11"1 71"""
ru 1'''111I.11''
;"
l
..,
August 16, 1995
1,,'
Steve stonebraker
8 Carlisle Rd.
Newville, Par 17241
Re: Market Price Analysis
1 story cabin/ .43 acre
Woodland RD, Clearfield Co., Par
Deed Book 0688,pg 0517
Map HI06.0-63902
Dear steve,
Following my inspection of the above captioned property with you and
your mother yesterday, fOllowing is my opinion of the Real Estate
value in today's "soft" market,
I feel that the value of the property in it's present condition is
$13,000, My opinion is based on the following comparables, with the
pluses in favor of the comparable properties being in better con-
ditionthan the subject, and in two cases more desirable locations,
Property Hl - 1 story frame camp, water, central
heat, similar location. On the RE
market at $19,000.
Property H2 - 1 story frame camp, on stream, 100'
by 100' lot, Sold 6/95 $17,000.
Property H3 - 1 story frame camp, inside plumbing,
100' by 100' lot. 12/94 sale $17,000,
The size of your lot - almost one half acre is a real plus for the
subject property,
If I can be of any further assistance in this matter, please do not
hesitate to contact me. This opinion is strictly for pricing, not
in any way for loan purposes.
The charge for this service is $75,00. Please make the check payable
to CALDWELL BANKER, AMW, with a memo note Market Anaylsis by Carole
T, Merryman. Please mail to the above address, attention Carole T.
Merryman, I have been a professional Realtor for 30 years, Par & Fla.
~~jiS ;~:n"Y
.' CAROLE 'r ,,I( ~YMA'~> REALTOR
An Independenllv Owned and Operated Member 01 Coldwell Banke, lIesidenlral Alllliates, loe
to be of service.
~Mi-.J
_- ...~ ._ ..... r'-..' ._-.
, ,
r-Il'lI~~~~~~~i~~;jf~~~.
ACN
!'lI ASSESSMENT P:'
iii CONTROL ....
NUMBER
RECEIVED FROM.
AMOUNT .
.'
RICHARD L WEBBER JR ESQUIRE
101
.314.38
,
POBOX 40
NEWVILLE, PA 17241
fOIDHUI
10(0 HUI
UTATE INfORMATION.
1:'1 fl EMlER
~ 21-1995-0706 SSN
1:'1 NAME Of DECEDENT (lAST) (fiRST)
~ STONEBRAKER ROBERT L
II DATE Of PAYMENT
EJ POSTMARK DATE
COUNTY
lBB-26-l5336
(MI)
CUMBERLAND
DATE Of DEATH
REMARKS
RICARD L WEBBER JR ESQUIRE
m TOTAL AMOUNT PAID
531 I. , 33
DO
REGISTER OF WILLS
i '/ .:./'.
RECEIVED BY /It,,; oj ( / /,',..-0" ,;//t
'/ SIGNATURe;_;, , . f:-
MARY C. LEW'IS /);~"Ib" 1~/.;,t
REGISTER OF WILLS f
SEAL
CHECKtl 1209
;D;~:_~-- ~ ---:---:-~~ --'~~,~"'~ --- ~'.7:~ -:0---'- - -- -- ---:~ ~-:-:--o;-~
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gft\.r~'Vi.-;.:.t.l~:t'.~';~'Y/.',l-:.~r}~!::~:;:~ ',. \' :-r}". :.' 2,'. 'i-_~:<;~ -.":<.;~--,-? :.i_~:,:'~:.<{!;;:'-~r:-(l;-;:.:_~.~~_;::e.~.:;,'~:,\'.;~~~"t'I.WWf':r?JT '
. n(850[j!~j"~~9~WIALT.ItO"Plt.lt.lSr~V~N'~';'iiX:h:!(i;"Jt':'. '"
~if:E~",~f~ji~;~~':'=~~-::~N~~'i~'~':~lil:~\~,.
ACN
RECEIVED FROM, ell ASSESSMENT P:I
II CONTROL iiI
NUMBER
AMOUNT
RICHARD L WEBBER JR ESQUIRE
IVt
....U.IV
POBOX 40
NEWVILLE, PA 17e41
totDH'"
UTATE INfORMATION,
~ NM
1.1 e 1-199:5-0706
~ AME OF DECEDENT lAST)
~ STONEBRAKER RODERT
II E F "YMlNT
m POSTMARK DATE
COUNTY
S8N
(FIRST)
L
188-e6-:5336
Mil
CUMBERLAND
DATE OF DEATH
PEMARKS
fa TOTAL AMOUNT PAID
.'18.10
RICHARD L WEBBER JR ESQUIRE
DO
.'J '
. v.. i
/ , It A''{d .1') I~ d
/, ~ 'j' . ~ .,
MARY C. LEWI /1-?~ 1)( IIIL }l1
REGISTER OF WILLS.' . I / t
I
SEAL
C
RECEIVED BY '.
CHECK" 186
REGISTER OF WILLS
--- - ----_.- -.-- ._-- "'-.
.- --~---_._~._._--_._--- ---'-~--r~7-. -r.-
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y /5"-51-/3
BUREAU OF INDIVIDUAL TAXES
IHlIlRITAHC[ tAil DIVISION
DEPt. 110601
HARRISBURG. PA 1'llI.060l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
LY
*
'1"161'''''' IU'''I
RICHARD L WEBBER
366 GREEN SPRING
PO BOX 40
NEWVILLE
DATE ,
ESTATE OF '.
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
L
JR ESQ
RD
03-31-97
STONEBRAKER
01-22-B7
21 95-0706
CUMBERLAND
101
A..aunt R.lllitt.d
ROBERT
PA 17241
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE. To l".u~. proper credit to your account, sub..!t the upper portion of this forM with your taM paYIII."t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEY: i ,;0-7 -iXnAFP-ibi-:9';-,-m ---iiiii-iNif€liiYANcE--;: Axn s'i,'ii TiitE-tiT" oF"Ai:"couN"Tniiiii-mn m_ nn - - - - - --
ESTATE OF STONEBRAKER ROBERT L FILE NO. 21 95-0706 ACN 101 DATE 03-31-97
TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE. SHOWN BELOW
IS A SUHHARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVHENTS, THE CURRENT BALANCE. AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 02-18-97
PRINCIPAL TAX DUE... 314.33_
PAYMENTS (TAX CREDITS).
PAYMENT
DATE.
01-18-9~'
11-27:96
03-10-97
RECEIPT
\DNUMB.E.R .'
;:, AMNP' PEN
~~ AA146992
In AA185254
DISCOUNT (+)
INTEREST/PEN PAID (-)
84.03
314.33-
.00
AMOUNT PAID
.00
314.33
4B.10
~
""
rJ,
'-'.
f...) ql
O.iu..:
a:
".
p.
.t.;
~~
UU
INTEREST IS CHAROED THROUGH 04-15-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM._
AMNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
48.10
266.23
50.32
316.55
· IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN n,
ND PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
IS-S'- - /3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INtERITANCE TAX DlvlStDH
OEPT. l80601
ItARAt.IURa. PA 17111'06Ol
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-25-97
STONEBRAKER
01-22-87
21 95-0706
CUMBERLAND
101
A.aunt A..itt.d
RICHARD L
366 GREEN
PO BOX 40
NEWVILLE
WEBBER JR ESQ
SPRING RD
PA 17241
LY*
U'.IIU II AI, tU.'U
ROBERT
L
MAKE CHECK PAYABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE"v:is'4Tiif-"jiji-mf:nriiiifici--oif-YNliiiiii'A;ici-TAx-A-piiiiAisiif€iiT~n"i.rOWA;ici-jjR--n----------_n
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONEBRAKER ROBERT L FILE NO. 21 95-0706 ACN 101 DATE 02-25-97
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIOINAL RETURN
1. R..l Eat.t. (Schedula AJ
2. stock. and Bondi (Schadul. B)
5. Cln..ly Hald Stock/Partnarahlp Int.r..t (Sch.dul. C)
4. "ortgag../Not.. Recelvabla (Schedul. OJ
S. Caah/Bank Dapoalt,/Hllo. '.rlon.l Property (Schedul. E)
6. ~olntly Owned Property ISchedule Fl
7. franlfar. (Sch.dul. QJ
8. Total A...t.
I CHANGED
III
121
ISl
141
151
161
171
13.000.00
.00
.00
.00
.00
.00
.00
leI
NOTE. To Inlur. prop.r
cradit to your account,
.ub.!t tha uppar portion
of thl. for. with your
tll)( ply..nt.
13.000.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funar.l Expan.../Ad.. Co.t./Hi.c. Expan.a. (Schedul. H) 19)
10. Debta/Hodgag. LiabiUU../Lbn. ISch.dula U 110) .00
11. Totel D.duotlono 1111
12. H.t Value of Tax Raturn 112)
IS. Charitabla/Covarn..nt.l 8.qu..h ISchadul. J) US)
14. Net VeluM of Eoble Subjeot 10 Te. 1141
NOTEI If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ re~urns assessed to date.
ASSESSMENT OF TAXI
15. Aaount of Lin. 14 at Spou.al rat. 115)
16. A.ount of Line 14 t.xabl. at Lina.l/Cl... A rat. (16)
17. "ount of Lin. 14 taxable .t Collat.raI/Cl... 8 rata (17)
1a. Principal Tax Due
TAX CREDITS I
PAYMENT
DATE
01-18-96
11-Z7-96
RECEIPT
HUMBER
AMNP PEN
AA146992
DISCOUNT l+ I
INTEREST 1-)
84.03-
270.Z5-
INTEREST IS CHARGED FROM 11-28-96 TO 03-12-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
7,761.Z0
.00
5.238.80
.00
X .00.
X .06.
X .15.
llel
AMOUNT PAID
.00
314.33
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
7.761 :>n
5.238.80
.00
5,238.80
.00
314.33
.00
314.33
NOTE. AMNESTY NP
PENALTY ASSESSED
.00
314.33
48.10
362.43
IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl. YOU MAY eE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.
00
c:w ~ :0
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RESERVAno... E,t,t.. of dec~entl dVlng an ar "fan Deeubl,. 11, 19.Z .... if .,y lutur. Int.r..t In the ..'at. l~r"'''.rrlld
In po.....lon or enJo,.ent to el... I (calla'.ral) beneflclarl.' of ~ decedent I,t.t the 'wPlr.tl~o' env..,.t. for
11'. or 'or v..t', the c~..lth hereby IMPr..,lv t...tv.. the rIght to ~r.I.. ~ ...... t,.....,.,. Inherltencl r....
It the lawful Cl... . (coU.'.raU nt. an MV IUCh lutu,.. Int.r..t. : ".' ~ ::.: c,.}
PURPOSE OF ...~ 1-: . . {;}"" 0
NQTtal To fulfill the requlrltHnh 0' CHtlon 2140 of the InherltWlCI MIl [It,t, 'llC Act, Act iz Dll99l.~ ,.1. -
Section 1140.
PA'nIEHT1 Detach tM top portion of thh Hotlc. Md ,ubIIlt Mlth VOUI'" PIYHnt to the Aeah'.,. of WUlI prlntlld on the nv.,... .IM.
--twl. check or 110MV' ordtlr Plvllbl. tOI REGISTER OF MILLS, AGENT
AU pap..,U r.celvlId ..,.11 flnt H .",.lIad to InV Int.,.., which ..y be ctu. with WlV nuh",,, ~pll.d to the talC.
REfUND (CAli A refund of . t.. crlldlt, Nhlch .... not nquut.d on the Ta. Raturn, .ay tJ. r''I'M.tad bv cOl!PI.tlng an "Appllc.tlon
for R.fund 0' p~.ylvanl. Inherltanc' ~ E.tat. T.x" (REV-ISIS). Application. .r. avallabl. at the O'flca
of the Ragl.t.r of Will., anv of the 25 R.venue DI.trlct Dfflc.., or by c.lllng the .paclal 14-hour
....verlne ..rvlcl nuabar. for for.. orderlngl In Penn,vlvanl' l-IOO-S62-I050, out.lde Pann.ylvanla and
within loc.1 Harrisburg ar.. (717) 7.7-1094, TDDI (717) 77Z-2252 (Haarlng lap. Ired Only).
OIJE:CTlDHSI Any parb In Int.r..t not ..t..fled with the eppra.......t' aUowanc. or dhaUowMC' of deduction., or .....nant
of tax (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .o.t object within .Ixtv (60) day. of rac.lpt of
thh Notlc. bYI
....rltt.., prot..t to the PA OepartHnt of Rav.".,.., loard of Appea", Dept. 211021, Harr"burg, PA 17UI-JOiU, OR
--.Iectlon to have thl ..tt.r detar.lnad at Mldlt of ttM account of the p.r.onal npr....,t.Uv., OR
--aw-al to the Orphan.' Court.
....,.
ISTRATlVE
CDRRfCTlDHSI
D1SCOl'UI
factual .rror. dl.cov.rad on thl. .......ant 'hoUld b. .ddr....d In ..rltlng tal PA Depart,,"t of R.venue,
Ior.au of Indlvl~l T...., ATTHI po.t A........,t R.vlew unit, Dept. 110601, Harrl.bUrg, PA 11111-0601
Phone (717) 7'7-6505. Sea Pili 5 of the boOklat "In.tructlon. for Inhlrltanc. T.. Raturn for a Ra.ldent
Decedent" (REV-ISOI) for an .xplanatlon of adalnl.tratlv.ly carrectabla .rrar..
If any ta. dUe .. paid withIn thr.. (5) ul.nd., aonth. .ft.r the decadent'. d.ath, . flva parcent C5:<) dhcCM.rlt of
the ta. p.ld II allowed.
PfKALTYI
The lSX t.. .-na.ty non-p.rtlclp.tlon penalty I. c~tad on the total 0' the t.x and Int.r..t ......Id, and not
p.ld bafora January II, 1996, the flr.t day a,t.r the ~ of the tax 8In4.ty parlod. Thl. non-partiCipation
panalb II aw-.labl. In thl .... IBf'IIMr and In the thl .... tI.. r..rlod .. you would .pp..1 thtl tax and Intarllt
that hi. bean ......ad II Indlc.ted on thlt notice.
INTEREST I
Int.,..t It charged beglnnlne with first day 0' dellnqu.ncv, or nl". (,) aonth. and OM U) day fratl thtl dat. of
de.th, to thl d.t. of p.pant. Tuas which bee.. delinquent ba'on January 1, 1912 bear Intar..t .t thl rat. 0'
.Ix (6X) parcent per ~ c.lculated .t . d.lly r.t. of .0001". All t.... which bec... d.llnquent on and .,t.r
J~rV I, 19a2 will ba.r Int.r..t .t . rat. which will vary 'roe c.land.r y..r to caland.r y.ar with th.t r.t.
announced by the PA o.,.rt-.nt of R.venue. T~ appllc~l. Int.r..t rat.. for I'll through 1997 ar'l
!!!! Int.,...t A.t. D.lly Intar..t F.ctor !!!! Int.r..t R.t. Dally Inter lit Factor
1912 ZOX .aDD"1 1917 OX .DDU47
1915 lOX .aooua 19&1-1"1 IU .DDOSDI
1'" IlX .DDUDl 199Z 'X .GDU47
1915 I'X .DaOSS6 1995-1990\ 7X .DDDl'Z
1916 lOX .DDU74 1995-1997 'X .aDDZ47
--Intar..t II c.lcul.ted .. follow.'
INTEREST. BALAllCE OF TAll UNPAID X HI1lIBER OF DAYB DELIHQUEHT X DAlLY INTEREST FACTOR
--Any Hotlc. Inued after thl ta. becOM. delinquent will reflect an Inter..t calcul.tlon to flft..., Cl5) day.
"yond thl d.t. 0' the ....uNnt. If p.,..,t II net. .ftar tM Inter..t coaput.Uon d.t. shown on the
Notlc., ItddltlDnlI Intlr..t .oat M ulculatad.
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PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO
THE REGISTER OF WILLS LISTED BELOW
ESTATE OF
STONEBRAKER ROBERT L Vd ",-
FILE NO/SSN 21 95-0706 V
COUNTY CUMBERLAND
~~~E OF ASSESSMENT ~~~IB-97BO:ZJ IZ .\\111
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CUMBERLAND CO COURT HOUSE
f.b~RLISLE, PA 17013
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COMMONWEALTH OF PENNBYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF IIIDIVIDUAL TAXES
OEPT.280601
HARRlBBURG. PA 17128.0601
_91"Jt,~
~
nEY,tull [X I'HUH
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.AA211333
RECEIVED PROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
WEBBER RICHARD L JR
11 W. BIG 5PRING AVENUE
P. O. BOX 40
NEWVILLE, PA 17e41-0040
101
.010.03
FOlDltEHE -
FOlD HERE
ESTATE INFORMATION'
FILE NUMBER
~~
I
SS~~b
(Mil
~~~fAKER RGBEfH L
POSTMS,(fMt97
COUNT
??-100
TOTAL AMOUNT PAID
.318.53
DATE gH\'l~~RbAND
I' , /j SK
I (' 'j'
RECEIVED BY If(!.{A.! . '/, (J.,.,,~,.ul PHI."
MAR V C. Li~IS ~.;{,.,.h,,/,{)p1;-
REGISTER OF WILLS '
REMAR 'PATRICIA STONEBRAKER
CIO RICHARD L WEBBER JR ESQ
SEAICHECKII Se9
f1EGISTEI.l OF WILL<:i
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BUREAU or INDIVIDUAL TAXES
INftt:AlfANCE tAX DIVISION
D(Pt. 1111601
HlAAISIURO. PI. l,l"'D'Dl
r COHHONWEAL TH OF PENNSVLVANIA
, DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
o~ 1:0
. fu. ,""-
ll<""'"\
tn.UIIII'U III.".
RICHARD L
366 GREEN
PO BOX 40
NEWVILLE
WEBBER JR ESQ
SPRING RD
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
06-16-97
STONEBRAKER
01-22-87
21 95-0706
CUMBERLAND
101
A.aunt H..ittad
L
ROBERT
PA 17241
HAKE CHECK PAVABLE AND REHIT PAVHENT TOI
REOISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To in.ur. prop.r cradit to your account, aub.it the upper portion of thi. for. with your t.. pay..nt.
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ii"E,;:U.'ijj-Ex-"FP--ioi"':9'rj-n---iiiiii-iNHEiiiT"ANc'E-fAx-s'i'iiTEH"Eiif-OF-AC-ciiiiiiTniiJiiinn--mm----mn
ESTATE OF STONEBRAKER ROBERT L FILE NO.21 95-0706 ACN 101 DATE 06-16-97
THIS STATE"EHT IS PROVIDED TO ADVISE or THE CURRENT STATUS or THE STATED ACN IN THE NA"EO ESTATE. SHOWN BELO~
IS A SunHARV or THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAV"ENTS. THE CURRENT BALANCE, AHD. IF APPLICABLE.
A PROJECTED IHTEREST rIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT, 05-05-97
PRINCIPAL TAX DUE, 314.33
PAVHENTS (TAX CREDITS),
PAYMENT
DATE
01-18-96
11-27-96
03-10-97
05-21-97
RECEIPT
NUHBER
AHNP PEN
AA146992
AA185254
AA211333
DISCOUNT (+)
INTEREST/PEN PAID (-)
84.03
314.33-
.00
52,62-
AMOUNT PAID
.00
314.33
48.10
318.85
AHNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
314.33
.00
.06
.06
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL IHTEREST.
IF TOTAL DUE IS LESS THAN t1.
NO PAV"EHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (t...,
VOU "AV BE DUE A REFUND. SEE REVERSE SIDE Dr THIS FOR" FOR IHSTRUCTIOHS. I
15~.s(, -,(3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c..
*'
BU~EAU OF INDIVIDUAL TAXES
INHERITANCE ,ax DIVIIION
IKPI. UDn1
HARIlIlIURG, PA Iftrl-O'"
"t.IU'" ,,, III.'"
RICHARD L WEBBER
366 GREEN SPRING
PO BOX 40
NEWVILLE
JR ESQ
RD
DAT!
UTAT! OF
DAT! OF DEATH
FILE NUMBER
COUNTY
ACN
06-16-97
STONEBRAKER
01-22-87
21 95-0706
CUMBERLAND
101
ROBERT
L
A.aunt H..iti.d
PA 17241
MAKE CHECK PA1ABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To inlure proper oredit to your account, sub.it the upper port Jon of thi. for. with your ta. pay.ent.
CUT ALaNa THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiV:U,'ifj-ix-Ai:ji-io3-:97-,--u"--jjiiii-ifliiilii"r'ANCE-TAX-STAfiitENi'"ciF""AC:"cciuiifUiiijj-----__-m-no-__-_.
UTATE OF STONEBRAKER ROBERT L FILE NO,21 95-0706 ACN 101 DAT! 06-16-97
TNIS STATENENT II ~~OVIDED TO ADVIIE OF THE CURRENT STATUI OF THE ITATED ACN IN THE NANED ESTATE. SHOWN BELOW
IS A IUNNA~Y OF THE ~~INCIPAL TAX DUE, A~~LICATION OF ALL ~AYNENTI, THE CU~RENT BALANCE, AND, IF A~~LICAILE,
A P~OJECTED INTE~EIT FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-05-97
PRINCIPAL TAX DUE,
314.33
,
(
PAYMENTS (TAX CREDITS),
.
,
PAYMENT
DATE
01-18-96
11-27-96
03-10-97
05-21-97
RECEIPT
NUMBER
AMNP PEN
AA146992
AA185254
AA211333
DISCOUNT (+)
INTEREST/PEN PAID (-)
84.03
314.33-
.00
52.62-
AMOUNT PAID
.00
314.33
48.10
318.85
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SIDE FO~ CALCULATION OF ADDITIDNAL INTEREST.
I IF TOTAL DUE II LESS THAN .1,
NO ~AYNENT IS REQUIREO.
IF TOTAL DUE IS REFLECTEO AS A "CREon" ICRI,
YOU NAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
314.33
.00
.06
.06
AMNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED
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IMtllCh the top portion of thl. HoUce end .ubtllt with your p.yun' led. pty..tll. to the n.. end addr...
printed on the rlv.r.. ,Id..
If RfllDOfT DE:CfD(NT ..... ct),ck or ""IV ord.r PIVN.. tOI REGISTER OF WILLS, AGENT.
If NOH.RUlDEHT DrC[D(NT ... check or lon.y ordu p.yabl, tOI COHHONWEALTH OF PENNSYLVANIA.
RtruND (eA), A ,.fund of . "M credit, which WI' not r.que.ted on thl "M R.turn, ..y b. r.que.l.d by co.,..'I", In
"Appllcltlon for R.fund of 'Inn.vlv.nl. l~rltlnC' end [.t.t. '.x" (REV-ISISI. lppllcltlon. .r. Ivell"., .t
the OfficI of the A"llt.r of Willi, ~y 0' the IS A.venue DI.trlct O'flc.. or 'r~ the o.,.rt-.nt'. '4.hour
en.werlng ..rvlc. nueber. for 'or.. ordlrlngt In Plnn'vlvanl. 1.100.S.,.'050, aut.ld. P~'Ylvenl'
~ within 10c.1 H.rrl.burg .r.. (717' 7'7-1094. TDD' (717) 77'-1251 (He.rlng 1'P.lr.d only),
MfPLV tal Due.tlon. r.,.rdlng .rror. cont.lned on thl. not Ie. .hould b. .ddr....d tOI PA O.partaant of A.vanua, Buraau
0' Individual T..... AtTH, po.t A.......nt A.vl.w unit, Dapt, '10601, Harrl.burg, PA 171'1-0601, ~
1717) 717-6505.
DISCDlmTI
If any tax due I, paid within thra. IS' cllendar aonth. aftar tha dlcldant'. Galth, . ,Iva plrcant (5X) dl.count
0' tha t.. paid I. allowed.
PE:NALTV,
ThI 15~ ta. aana.tv non-participation penal tv I. coaputad on thl total 0' the ta. and Int.r..t ......ad. and not
p.ld b,'ora Janu.ry II, 1996, th. 'Ir.t d.~ aft.r the and 0' tha tl. .~..ty p.rlod.
IHTlRfIT'
Int.r..t I. chlr,.d batSnnln, with 'Ir.t dlY 0' dallnquency, or nlna I" eonth. and one II) d.y 'ro. thl data of
daath, to thl data 0' pav-.nt. T..a. which b.c..a dallnquent ba'or. J~lry I, 1'1' ba.r Intar..t at thl r.ta 0'
.1. (6~) p.rcant par ~ c.lcul.t.d at a d.llv rlta of ,000164. All t.wa. which bac... dall~t on and a,ter
Janu.ry I, 1'1' will ba.r Intera.t et . r.ta which will very froe calendar yaer to c.lender yeer with that r.te
announcad b~ tha PA O.pert.ant 0' Aavenua, Tha eppllCabl. Inter..t r.te. 'or I'll through 1"7 ara,
V..r Int.,.st Aata Oalh Intar..t Factor
Valr
Intarllt Aata
allly Intaraet Factor
191' rn , uaS4I 1,.7 .~ .auIu
.'IS IU .000411 1'11-1"1 IU ,OOOSOI
1'1. II~ ,aoasal I'" .~ .000247
1915 IS~ .00OS56 ."3-.". 7~ .000192
1916 I'~ ,00027. 1995-1997 .~ .000247
ulntarllt Is cal~l.tld .. 'ollowII
INTEREST . IALA~CE OF TAX UNPAID X NUHIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlel I..uld aftar thl tl. blco.a. d'llnquent will rl,lact an Intlra.t c.lculltlon to ,I't.-n (11) day.
b.yond thl det. 0' thl ......-.nt. I' ply-.nt I. .~ .'tar thl Intara.t coeputatlon data ~ on thl
Hotlca, addltlon.l Int.ra.t au.t b. calcul.tad.
v
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REGISTER OP WILLS OP CUMBIlRLAND COUNTY
REPORT OP STATUS OP ADMINlSTRA"ON
(Por Resident Decedents Dying Arter July I, 1984)
ESTATE NO. 21-~0706
Name of Decedent: t)nno..... T c:."nI"Dht"=ro\r~...
Social Security ",ccount No.: 1 RR_2f\_'i,':U:;
Date of Death: 01/22/R7
Name of Personal Representatlve(s):
patricia A. stonebraker
274 Rich1and Road
~~rliRlp-. PA 17013
Capacity
(check one)
EKecutor
Administrator
x
Administrator c,t.a,
Administrator d,b.n,
15 the administration of the estate complete?
Yes
No X
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It "yes", how was the administration ended? (check one)
By court accounting
Ily account st~ted to parties In Interest
Old the parties release the
personal representative?
Other (explain)
Total amount paid to aate to creditors and for funeral and
administrative expense
Total value of distributions to dote to beneficiaries
$ 3,466.20
$
0.00
If administration Is not complete, estimated value of assets
still In administration
$13,000.00
NOTE: This status report 15 due no later than the due date for flU~g the Pennsylvania
Inheritance Tax Return or, If no Inheritance Tall Return Is required, nine (9) months
alter the date of death; If the sdmlnlstratlon of the estate he not been concluded,
a summary report shall be flied annually therearter until the administration Is complete.
I certify under penAllY or perjury that the foregoing Information is correct to the
best of my knowledge, Information and belief. ~
Date: February 12, . 19 96 r'J'1/ /l .~~
- XPtlltl!dtf6XU KOC~
Richard L. Webber, Jr. ,Allorney for Estate
This report must be signed by the personal representative, or one of them when more
than one. or by counsel for the estate,
~"..po.~.,..;~.",,--c..;::_.;,._-. '._~
.
~
REGISTER OP WILLS OP CUMBERLAND COUNTY
REPORT OP STATUS OP ADMINlSTRA110N
(por Resident Deeedents Dying Arter July I, 1984)
ESTATE NO. 21-95 -706
i~
:
Nsme or Decedent: Robert L. stonebraker
Soclel Security ",ccount No,: 188-26-5336
Date or Death:
01/11/87
Name or Personal Representatlve(s):
Patricia A. Stonebraker
ti:'
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t
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Capacity
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x
Administrator e,t.a,
Administrator d,b,n.
Executor
Administrator
Is the administration of the estate complete?
Yes
If "yes", how wes the admlnlslretlon ended? (check one)
By court accounting
Ay account statcd to pertles In Interest
old the parties release the
personel representative?
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1'otal value or distributions to date \0 benericlarles
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stili In administration
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$ 7,761.20
$
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$1"1.000.00
NOTE: This status report is due no later than the due date ror ClUng the Pennsylvania
Inheritance Tal[ Return or, If no Inheritance Tal[ Return Is required, nlne (9) months
after the date of death; If the administration of the estate has not been concluded,
a summary report shall be CUed annually thereafter untU the administration Is complete.
I certify under penally or perjury that the roregolng Inrormatlon Is correct
best of my knowledge, inrormatlon and beller. ~
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REGISTER OP WILLS OP CUMBERLAND COUNTY
REPORT OP STATUS OP ADMINISTRATION
(Por Resident Deeedents Dying After July I, 1984)
ESTATE NO. 21- 95 - 00706
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Name or Decedent: Robert L. stonebraker
Social Security Account No.: 188-26-5336
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Date or Death: January 11, 1987
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Name or Personal Representatlve(s):
Patricia A. stonebraker
Capacity
(check one)
Administrator c,t,a.
Administrator d.b.n,
Executor
Administrator
x
Is the administration or thc estate complete?
Yes X
No
IC "yes", how was. the administration ended? (check one)
By court accounting X
By account stated to parties In Interest
Old the parties release the
personal representative?
Other (explain)
Total amount paid to dote to creditors and ror runeral and
administrative expense
1'otal value of dlslrlbullons to datc to beneficiaries
$ 4,643.63
If administration Is not complete. estimated value of assets
stili In administration
$13,000.00
$ N/A
NOTE: This status report Is due no later than the due date rllr CIIlrlg the Pennsylvanla
Inheritance Tax Return or, Ir no Inheritance Tax Return Is required, nine (9) months
after the date or death; Ir the administration or the estate has not been concluded,
a summary report shall be CIIed annually thereafter until the administration Is complete.
I certHy under penalty of perjury that the foregoing Information Is correct to the
best of my knowledge, Information and belief, _ J
(late: March 1, 19..2.? '-Y1 Z /l.....,../_ /
, .RlIllIlIlDlIi:~l!lllllIl<tllll[
Ridmd'r.."W3:l:Er, Jr., . Altorney for Estate
This report must be signed by the personal representative, or one or them when more
than one. or by counsel ror the estate,