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HomeMy WebLinkAbout09-17-07 (3) --.J REV-1500 EX (06-05) " 15056051058 PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1230-24-0609 102/21/2007 Decedent's Last Name Suffix IStoneburner I I (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name I 0245 Date of Birth 106/25/1920 Decedent's First Name IEleanor MI IEJ Suffix I I Spouse's First Name I I MI In Spouse's Social Security Number I FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS . 1. Original Retum = 2. Supplemental Return = 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required = 4. Limited Estate = 4a. Future Interest Compromise (date of death after 12-12-82) = 7. Decedent Maintained a Living Trust (Attach Copy ofTrust) = 10. Spousal Poverty Credit (date of death = 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number IDaVid A. Wion, Esquire 1717 -236-9301 CJ Firm Name (If Applicable) IWion. Zulli & Seibert First line of address 1109 Locust Street Second line of address I = . 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes = ...~ , C-~) -~ REGISTER ()lf~ILL5 U~~ONL Y -- '..J ",J J ,.'"'" --l " .1 ZIP Code 117101 :J ,"1 -., :DATE FILED _r:- c..n ".) ) I" I ..--:, ('-j City or Post Office IHarriSbUrg State IpA ,', Correspondent's e-mail address: 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, rree! and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ERS IBLE FOR FILING RETURN ZE 9/ /Ola7 DATE ADDRESS I 6 1 ~ L~ <; f-- ~'1 / AU ~ /'7/tJ/ PL~ASE uSE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 -..J 15056052059 REV-1500 EX Decedent's Social Security Number 1230-24-0609 Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) 1. $ 0.00 2. Stocks and Bonds (Schedule B) 2. $ 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. $ 0.00 4. Mortgages & Notes Receivable (Schedule D) 4. $96,304.45 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. $254,064.99 6. Jointly Owned Property (Schedule F) = Separate Billing Requested 6. $ 0.00 7. Inter-Vivos Transfers '& Miscellaneous Non-Probate Property (Schedule G) = Separate Billing Requested 7. $9,000.00 8. Total Gross Assets (total Lines 1-7) 8. $359,369.44 9. Funeral Expenses & Administrative Costs (Schedule H) 9. $22,150.26 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10. $ 589.00 11. Total Deductions (total Lines 9 & 10) 11. $22,739.26 12. Net Value of Estate (Line 8 minus Line 11) 12. $336,630.18 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 13. $ 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. $336,630.18 TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X O. 15. 16. Amount of Line 14 taxable at lineal rate X .0450 $336,630.18 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE $ 0.00 $15,148.36 $ 0.00 $ 0.00 $15,148.36 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT . Side 2 15056052059 15056052059 L REV-15t10 EX Page 3 File Number EJ EJ 10245 Decedent's Complete Address: DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Eleanor H. Stoneburner 230-24-0609 STREET ADDRESS 355 Wesley Drive CITY I STATE \ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) $15,148.36 14,038.50 701.93 Total Credits (A + B + C) (2) $14,740.43 3. Interest/Penalty if applicable D. Interest E. Penalty B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) $ 0.00 (4) $ 0.00 (5) $407.93 (5A) (58) $407.93 TotallnterestlPenalty (D + E ) 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX 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; 0 x b. retain the right to designate who shall use the property transferred or its income; 0 x c. retain a reversionary interest; or 0 x d. receive the promise for life of either payments, benefits or care? 0 x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death x without receiving adequate consideration? 0 x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? 0 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. 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 three (3) percent [72 P.S. ~9116 (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 zero (0) percent[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the Child is zero (0) percent [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 four and one-half (4.5) percent, 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 decedenfs siblings is twelve (12) percent [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. REV-15CJ11 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Eleanor H. Stoneburner FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION M & T Bank - Checking Accl. No. 1108107 - 000 value Bethany Village - Refund on Apartment Bethany Vii/age - Refund on monthly charge West Shore Elks - Certificate Leaman Retirement John Hancock - Long term insurance - 21 days @$192.00 per day Alert Pharma~y - Drug reimbursement Bethany Village - Special mattress refund VALUE AT DATE OF DEATH 20,249.03 226,800.00 1,811.59 250.00 433.33 4,032.00 429.04 60.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $254,064.99 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Eleanor H. Stoneburner FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side ofthe REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF DECD'S ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION TAXABLE NUMBER ATTACH A copy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (IF APPLICABLE) VALUE 1. US Savings Bond - James E. Stonebumer," - Son - August, 2006 5,000.00 100 3,000.00 2,000.00 2. US Savings Bond - Cindy Stonebumer - Daughter-in-Law, - August, 2006 5,000.00 100 3,000.00 2,000.00 3. US Savings Bond - James E. Stoneburner, " - Son - January, 2007 1,000.00 100 1,000.00 4. US Savings Bond - James E. Stoneburner, " - Son - January, 2007 1,000.00 100 1,000.00 5. US Savings Bond - James E. Stoneburner, " - Son - January, 2007 1,000.00 100 1,000.00 6. US Savings Bond - James E. Stoneburner, " - Son - January, 2007 1,000.00 100 1,000.00 7. US Savings Bond - James E. Stoneburner, 11 - Son - January, 2007 1,000.00 100 1,000.00 TOTAL tAlso enter on line 7, Recapitulationl $9,000.00 (If more space is needed, insert additional sheets of the same size) REV-1Sll EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eleanor H. Stoneburner FILE NUMBER Debts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers - Hamer Funeral Home - Burial expenses 6,242.00 2. Rolling Green Cemetery - Grave opening/vault 1,195.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney Fees Wion, Zulli & Seibert 14,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees 425.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland County Law Journal - Advertising 75.00 8. The Sentinel - Advertising 213.26 TOTAL (Also enter on line 9, Recapitulation) $22,150.26 . . (If more space IS needed, Insert additional sheets of the same size) REV.1~12 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Eleanor H. Stoneburner FILE NUMBER Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, include unrelmbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT 125.00 Hazel Richardson, CPA - 2006 Tax preparation 2. Internal Revenue Servie - 2006 1040 Taxes 373.00 91.00 3. PA Dept. of Revenue - 2006 PA 40 Taxes TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 589.00 REV-1513 EX + (9-00)) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BEN EFICIARIES ESTATE OF Eleanor H. Stoneburner FILE NUMBER RELATIONSHIP TO DECEDENT AM:llMOR NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OFESrATE TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and I transfers under Sec. 9116 (a) (1.2)] 1. James E. Stoneburner, II Son Residuary 14105 Clear Spring Road Estate Williams port, MD 21795 ENlER OOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18, ASAPPROPR1AlE, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. , TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBlTTlONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) 1Ectst lIi11 ctub Wtslctnttnt OF ELEA-NOR H. STONEBURNER I, ELEANOR H. STONEBURNER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this as and for my Last Will a.nd Testament, hereby revoking all Wills and Codicils previously made by me. ARTICLE I I direct that all my just debts and expenses of my illness and funeral be paid from my estate as soon as conveniently after my decease as a part of the expense of the administration of my estate. ARTICLE II I give devise and bequeath all tangible personal property that I may own at my death, including any automobile or automobiles together with all insurance policies thereon, to my husband, CONRJ\D P. STONEBURI"\TER, ifhe survives me; othervvise, I give and bequeath the same to my son, JA1vlES E. STONEBURNER II. I declare that the household furniture, furnishings and linens contained in our residence is the property of my husband, Conrad P. Stoneburner, and is not included in the foregoing bequest. ARTICLE III I bequeath, devise and appoint all the rest, residue and remainder of my property, of whatever nature and wheresoeyer situated, indudjng property over which I hold a power of appointment, to tJle Trustee hereinafter named, for the following purposes: If my husband, CONRAD P. STONEBUR.l\IER shall survive me, then my Trustees shall pay over to my husband an amount designated Trust "A", if any, equal to (i) the minimum amount after taking into account all deductions other than the marital deduction and applying all credits available, which is necessary as a marital deduction to reduce to the lowest possible amount the Federal Estate tax payable by reason of my death and any Federal Generation-Skipping Tax. un any transfer with respect to which I am deemed transferror, less (ii) the value of all other assets in my gross estate which qualify for the marital deduction and which pass or have passed to my said husband under other provisions of this Will or otherwise. In determining such amount, all assets involved in the calculation shall be valued at fmal Federal Estate Tax values, but in paying my husband, date of distribution value shall be used and only assets that qualify for the marital deduction shall be ltsed. I intend that the interest of my husband in this amount shall quality for the marital deduction, and any provisions herein which may appear to conflict with or in any way deteat myintelltion to obtain the marital deduction for the full amount of the monies paid to my husband under this paragraph shall be construed and applied to accomplish that intention. Jvloreover, said portion shall not be reduced by any taxes payable hy reason of my ceath. If my husband, C01\~AD P. STONEBURNER makes a qualified disclaimer as defmed in Section 2518 of the Internal Revenue Code as amended of his entire interest, or tU any pOltion of the marital dedu~tion gift set forth 8.ho"ve, the portion so disclaimed shall be held in a s~parate trust the "Dis.clalfficr Trust': for the same purposes and in accordance with the same provisions applicable to the Residumy or Credit Trust "B" set .") ,. forth below. The remainder of the property passing hereunder (or if my husband does not survive me, all the property passing hereunder) shall be held in the Residuary or Credit Trust "'B" as set forth below in Article IV. ARTICLE IV All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever character and wheresoever situate, I give, devise and bequeath to my Trustee hereinafter named IN TRUST, nevertheless, to hold, manage, invest and reinvest the same as Trust "B" hereunder, and to pay, expend, use and apply the net income and hold and ultimately pay over and distribute the corpus and principal of the trust as hereinafter provided, to with: (l) The Tnlstee shall pay the entire net income of Trust "B" to or for my said husband, Conrad P. Stonebumer, during his lifetime, at least as often as semi- annually, and shall pay to or for his benefit such amount or amounts of the principal thereof as my Trustee may, from time to time, in his sole discretion, deem necessary or advisable for his comfort, maintenance, care and support. (2) Upon the death of my husband, Conrad P. Stoneburner, the Trustee shall pay the net income and distribute the principal of the trust to my son, JAMES E. STONEBURNER, ll. lfmy son, James E. Stoneburner, ,1, shaH pred.ecease my husband or shall die before receiving all of the principal of the trust, the principal of the trust or the remaining portion thereof shall be paid to the issue of my said son James E. Stoneburner, II, per 3 stirpes. ARTICLE V The Trustee may apply the whole or such pfu1: as he shall think proper of the income or principal of which, or the benefit of which, any beneficiary under the aforementioned trust shall be entitled to receive, either directly for or towards the support, maintenance, education or benefit of the beneficiary or at the option of the Trustee, he may pay the same to any beneficiary or to his guardian or to such persons that the Trustee shall think proper without the Trustee being liable to see to the application thereof. ARTICLE \-1 No beneficiary under the aforementioned trust shall have the right to anticipate any payment or payments herein provided for or to give, grant, sell, assign or transfer or in any way or manner dispose of any right herein given, save only, of course, that after any beneficiary receives his or her share of the income or paym.ents as herein provided, he may freely use and dispose of the same as his or her pleasure may dictate, and provided further, that both the principal and income of the hust fund while in the hands of the Trustee shall be and remain free from any and all debts, contracts and engagements of any of the persons beneficiary l.mder the trust. ARTICLE VII vVjthout limitation of t~e powers conferred upon tcm by this ~Till, by statute or rule of law, any fiduciaty under this Will is specifically authorized and empowered tou retain, purchase or otherwise acquire without restriction any stocks, bonds, mortgages, 4 notes or other securities, or other variety of real or personal property, even though such property may not be of the character allowed by law; to sell, lease, pledge, mortgage, exchange, convert or otherwise dispose of any property at any time forming part of my estate, in such manner including public or private sale, at such times, for such purposes and for such prices and upon such terms and conditions as said fiduciary shall deem advisable; to borrow money whenever in his judgment it may be advisable, and as security to mortgage or pledge any property forming part of my estate on such terms and conditions as said fiduciary may deem advisable; to compromise or otherwise adjust any claims or demands in favor of or against my estate; to continue, manage and operate any existing business or enterprise in which I may have an interest as proprietor, partner or plincipal stockholder at the time of m death, and any interest therein, for as long a period as to him shall seem advisable or desirable in the best interests of my estate, and in so doing to renew, reissue or to make originally all forms or evidences of indebtedness binding my estate for the payment of such sums as he may think necessary, with like power to exercise this right to bind my estate by endorsement of negotiable paper or other forms of instruments and/or to settle, discontinue, liquidate or sell said business or interest therein, at any time, at public or Plivate sale, upon such terms, for cash or on credit, with or without security, and \vith or without interest, in such manner and at such prices as in his judgment and discretion may be proper, advisable or advantageous; to make distribution, division or apportionment m kind and to cause any share to be composed of cash, property, or undhidcd fractional shares in property different in kind from any other share; to execute and deliver such instnunents as may be necessary to 5 cany out any of these powers; and to do all other acts which any fiduciary under this Will may deem necessary or desirable for the proper execution or discharge of any powers or duties held or imposed upon him, whether by the terms of this Will or by law, any fiduciary under this Will to have all of the discretion and power to do or refrain from doing any or all of the foregoing things to the same extent and as fully, in all respects, as I could do myself if living. ARTICLE vrn I nominate, constitute and appoint Frank 1\1. Balsbaugh, Jr., Executrix of this my Last \\till and Testament. I nominate, constitute and appoint Frank 1\'1. Balsbaugh, Jr., Trustee of the Trusts created herein. ARTICLE IX If my husband, Conrad P. Stoneburner, shall die simultaneously with me or under circumstances as to render it impossible to determine who predeceased the other, I direct that I shall be deemed to have survived my husband and that the provisions of my Will shall be construed upon that assumption, notwithstanding the provisions of any law establishing a different presmnption of order of death. ARTICLE X All estate~ inheritance, transfer, legacy, succession, and other death taxes of any nature, payable by reason of my death, wlll<;h may be assessed or imposed upon or with respect to propelty passing under this Will or Pro!Jert::"f not passing under this Will, shall be paid out of my estate as an expense of administration., and no part of said taxes shall 6 be apportioned or prorated to any legatee or devisee under this Will or any person owning or receiving any property not passing under this Will. ARTICLE Xl No fiduciary acting hereunder as Executor or Tnlstee shall be required to post bond or enter security in this or any other jurisdiction. IN WITNESS WHEREOF, I, ELEANOR H. STONEBURNER have hereunto set my hand and seal this S / day of &10+ . , 1995. i~~d ;&M~L~~J2~/~ Eleanor H. Stoneburner Signed, sealed, published and declared as and for the Last Will and Testament of ELEANOR H. STONEBUfu'ffiJ.'., the Testatrix,:in our presence, who in her presence, and in the presence of each other, and at her request, have hereunto set our hands as subscribing witnesses hereto. LJlt 'l7Cit(S ~Lv,{) ~ame ( //) !,. . - () \, ' \ Cfi:-, N {lJI~;7yL)f PA :Address ~l, J{~o.. Address 7 COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF DAUPHIN We,ELEANORH.STONEBURNEft,~efJd~ S. ljoonq and unn ~Ol}q , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being fIrst dilly sworn, do hereby declare to the WIdersigned officer that the Testatrix signed the instrument as her Last Will and that she signed volWItarily and that each of the witnesses in the presence of the Testatrix at her request, and in the presence of each other, signed the Will as a witness and that to the best of the knowledge of each witness, the Testatrix was at the time 18 or more years of age, of sound mind and WIder constraint or WIdue influence. Sworn to and subscribed before. me by ELEANOR H. STONEBURNER, the Testatrix, and subscribed and sworn to before me by IJJend\] Sl \!ounq . and q.nn ;:r. LOflq ~ the witnesses, on this 315'1 day of O(!In-t~ ' 1995 -~~ Not81Y Public My Commission Expires: NOTARIAl.SUl ~AYL. DVULET, Notary p-ubl'e Harr~sbur9, Dauphin co.unty. PA. . "y Commission Expires "at~h 19, 1998 8 CODICIL TO ilIctst llIill ctUO Qfc6tctmcnt OF ELEANOR H. STONEBURNER I, ELEANOR H. STONEBURNER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, having made my Last Will and Testament dated October 31, 1995, do hereby make, publish and declare this to be a Codicil to my Last Will and Testament. FIRST: I revoke Article VIII and substitute therefore the following: ARTICLE VIII I nominate, constitute and appoint my son, JAMES E. STONEBURNER, II, Executor of this my Last Will and Testament. I nominate, constitute and appoint WILLIAM NELSON, Trustee of the Trusts created herein. SEC01\TJ): In all other respects, I ratify and confirm my Last Will and Testament dated October 31, 1995, except insofar as modified by this Codicil. IN WITNESS WHEREOF, I, ELEANOR H. STONEBURNER, hIre to this Co<l.!Gi!, to my Last Will and Testament set my hand and seal this :J fJ day of ~-^._~~.- , 2001. ( -&!~~-g)-~ Eleanor H. Stoneburner Signed, sealed, published and declared by the above-named ELEANOR H. STONEBURNER, as and for a Codicil to her Last Will and Testament, in our presence, who in her presence, and in the presence of each other, and at her request, have hereunto set our hands as subsc . ing witnesses hereto. fJ~h~ Name l ~SPGvJL Name L12. ~ P//_~~~_ Address l~) Pfl COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF DAUPHIN We, ELEANOR H. STONEBURNER, Lv e ~ .\.-( <,{. f~ ( and ~ . J- '* . i-J' · ~ , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned officer that the Testatrix signed the instrument as a Codicil to her Last Will and that she signed voluntarily and that each of the witnesses in the presence of the Testatrix at her request, and in the presence of each other, signed the Codicil to her will as a witness and that to the best of the knowledge of each witness, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. :\ f1- /} ~ 1/ . . f:'J_ /1 _ G::_:.A:.l.~... 1I.~-1"~ Testatrix - Eleanor H. Stoneburner N~Ce'. t~, Witness (j~ S PQL~(L Witness Sworn to and subscribed bef9re me by ELEANOR H. STONEBURNER, the Testator, and subscribed and swornA> be ore me by W"'L~ ~ -...(. ~ ( and . J In. W ~ the WItnesses, on this >rF '13>--day of ) ".,--- , 2001. My Commission Expires: NotARIAL SEAL ANN J. LONG, Notary .Public City of H~rri$burg, Daullhln County Commission Ex 'res Oct. 30. 2003 2 LAw OFFICES ~ g'uIJt @) rt/~ DAVIDA. WION FRANCIS A. ZULLI JEAN D. SEIBERT P.O. Box 112 I HARRISBURQ PA 17108-1121 109 LocUST SI'REET HARRISBURQ PA 17101 113 E. MAIN STREET HUMMELSTOWN, P A 17036 (717) 566-2501 (717) 236-9301 (717) 232-1488 FAX (717) 236-6100 EMAIL: WZS@MINDSPRING.COM September 13, 2007 Glenda Farner Strasbaugh Register of Wills Office Cumberland County Court House One Court House Square Carlisle, P A 17013 Re: Eleanor H. Stoneburner Estate - Inheritance Tax Return and Inventory No. 2007-00245 To the Register of Wills Office: Enclosed please find an two originals and one copy of the Inheritance Tax Return and Inventory for the referenced estate.. Also enclosed is check no. 110, in the amount of$407.93, representing the amount due on the inheritance tax return and check no. 8247, in the amount of$30.00 for the filing fees. Would you please file the Return and Inventory and return time-stamped copies in the enclosed envelope to my office for my records. Thank you for your cooperation in this matter. v. ery trulY?). our , ' / :/~jg~~f ~ David A. . n ::J :c,C) ~ ~ .~rJ :~!q ;n ~.Q >...... f''' l'-:'7".::;) = --' (/) 1'"71 ---0 , ,". ;~ DA W:al Enclosures --.I (~~ -0 I)? r CJ1