HomeMy WebLinkAbout12-04-07
INVENTORY
CUMBERLAND
REGISTER OF WILLS OF
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland
Elizabeth Ann Campbell Christi , Executrix
File Number
21-06-0323
Personal Representative(s) of the Estate of Revere M. Stoner
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth ofPennsylvania of said Decedent, that the valuation placed opposite each item ofsaid
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven- }
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. S 4904 relating to unsworn falsification to
authorities.
1izabeth Ann Campbell
3825 Nt. ShaQQ"'s Ci rrll'>
Fayetteville, PA 17222
Attorney -- (Name)
R;rh~rn r. ~nl'>lh~kl'>r
(Supreme Court ID. No.)
(.4ddress) 44 Went Main Street, Mechanic8Burg, Pf. 17055
(I'elephone) (717) flQ7-R"i?R
DATE OF DEATH
April 2, 2006
LAST RESIDENCE 1005 Orrs Bridge Road, Hampden
Township, Mechanicsburg, PA 17050
DECEDENT'S SOC. SEC. NO.
181-01-7938
PERSONAL TV:
FIGURES MUST BE TOTALED
1. Duquesne Light Holdings, Inc., 150 shares valued $16.69 per share
2. Exelon Corp., 200 shares valued at $53.29 per share
3. ExxonMobil, 320 shares valued at $61.21 per share
4. Finova Group, Inc., 128 shares valued at $.07 per share
5. Hershey Company, 1,200 shares valued at $52.33 per share
6. Moneygram International, Inc., 254 shares valued at $30.65 per share
7. Rite Aid Corporation, 2,388 shares valued at $3.97 per share
8. Viad Corp, 63 shares valued at $33.91 per share
9. 2004 Honda Accord LX, Kelly Blue Book value
10. Highmark Insurance, refund unused premium
11. Household goods, sold at public auction by Bricker's Auction
12. M& T Bank, checking account #38344459
13. Merrill Lynch, investment account #872-17305
14. Patriot-News, refund unused portion of subscription
TOTAL PERSONAL TV:
$
Q
~--c: ')
. '7
\J
REAL ESTATE:
1. Property located at 1005 Orrs Bridge Road, Hampden Township,
Cumberland County, Mechanicsburg, PA, sale value
::t2
$
(Attach additional sheets as needed)
TOTAL:
On1'15
2,503.50
10,658.00
19,587.20
8.96
62,796.00
7,785.10
9,480.36
2,136.33
15~000
:.$6.95
~~9.25<
73;'667.21
105).1:1432; ...
8.10', '
31~21.2e:
CO ' -
..
U1
N
145,000.00
." ';'
458,421.28
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S S 3301 (b))
Form RW-09 rev. 10.13.06
Page 1
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RECEIPT AND RELEASE
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WHEREAS, Revere M. Stoner, late of Hampton Town5hip,~Co~nt~~
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of Cumberland and Commonwealth of Pennsylvania, diE;:8:;(~n ~riI2S:J
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2006, having first made his Last Will and Testament:''.::in wr-:tting' 'II
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probated before the Register of Wills of said Cumberland~ounty
on April 11, 2006, and Letters Testamentary were issued on the
same date to Elizabeth Ann Campbell Christi, the Executrix named
in the Last Will and Testament of said Decedent;
and
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent's Estate as set forth in her
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons named in the Statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that I, Elizabeth Ann
Campbell Christi, being the principal legatee and distributee
named In the Will of said Decedent and the person entitled to
share in the residuary distribution of the Estate of said
Decedent, do hereby declare and say that I have examined the
attached Account and Statement of Proposed Distribution, and find
the same to be true and correct, and in strict accordance with
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
1
J
the terms and provisions of said Will, and I do hereby
acknowledge that I, this day have, had and received of and from
Elizabeth Ann Campbell Christi, the Executrix of the Estate of
Revere M. Stoner, the cash, personalty and/or real estate set
opposite my name in the above Statement of Proposed Distribution,
in full satisfaction, payment and discharge of all such sum or
sums of money, legacies and bequests, share or shares, purports
and dividends which were due, owing and payable and belonging to
me, by any means whatsoever, for or on account of my full share,
part or dividend of the Estate of Revere M. Stoner, Deceased.
NOW, THEREFORE, I the said Elizabeth Ann Campbell Christi,
do by these presents, remise, release, quit-claim and forever
discharge the said Elizabeth Ann Campbell Christi, her heirs,
executors and administrators, of and from my said shares or
dividends of the Estate aforesaid, and of and from all actions,
suits, payments, accounts, reckonings, claims and demands
whatsoever, for or by reason thereof, or of any act, matter,
cause or thing whatsoever, from the beginning of the world to the
day and date of these presents.
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executrix, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland County - Orphans' Court Division, I do
LAW OFFICES
SNELBAKER &
BRENNEMAN, p,c.
2
hereby agree that the foregoing Account and Statement concerning
the matter of settlement may be recorded with the same effect
upon me as if the same had been reported upon by said Court, in a
decree of distribution made on such proposed Statement of
Distribution by the said Court of Common Pleas - Orphans' Court
Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that I the said Elizabeth Ann Campbell Christi do
hereby agree that if any debts or demands other than those
included in the above referenced First and Final Account, as
hereinbefore set forth, shall be hereafter recovered against the
Estate of said Decedent and be legally payable out of the same,
that I will return to the said Executrix such amounts thereof as
may be necessary to pay such debts or demands.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this rJ1-;-l day of (l/trf..t~ 2007.
WITNESSED BY:
. L~<J ()Jr~
~:~~~~.~(}A<-;{i~ALJ
, Elizabeth Ann Campbell Christi
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.c.
3
COMMONWEALTH OF PENNSYLVANIA)
fifrfN.t!. u .rJ : S S .
COUNTY OF' em1BE~LnwD.V
On this the d 7-+<: day of Y7~.u.-./ 2007, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Elizabeth Ann Campbell Christi,
known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument and acknowledged that
she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
~....v~
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. I'
Notary Public
COMMONIM:.ALTH OF PENNSYLVANIA
NOTARIAL SEAL
GAYLA J. TKAC, NOTARY PUBLIC
GUILFORD TOWNSHIP, FRANKLIN COUNTY
MY COMMISSiON EXPIRES FEB. 21,2010
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
4
ESTATE NO. 21-06-0323
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ELIZABETH ANN CAMPBELL CHRISTI,
EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF REVERE M. STONER, DECEASED, LATE OF HAMPDEN TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
Elizabeth Ann Campbell Christi, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
April 2, 2006
April 11 , 2006
DATES EXECUTRIX NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
April 28, May 5, 12,2006
April 19, 26, May 3,2006
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Duquesne Light Holdings, Inc., 150 shares valued $16.69 per share
2. Exelon Corp., 200 shares valued at $53.29 per share
3. ExxonMobil, 320 shares valued at $61.21 per share
4. Finova Group, Inc., 128 shares valued at $.07 per share
5. Hershey Company, 1,200 shares valued at $52.33 per share
6. Moneygram International, Inc., 254 shares valued at $30.65 per share
7. Rite Aid Corporation, 2,388 shares valued at $3.97 per share
8. Viad Corp, 63 shares valued at $33.91 per share
9. 2004 Honda Accord LX, Kelly Blue Book value
10. Highmark Insurance, refund unused premium
11. Household goods, sold at public auction by Bricker's Auction
12. M& T Bank, checking account #38344459
13. Merrill Lynch, investment account #872-17305
14. Patriot-News, refund unused portion of subscription
15. United States Treasury, social security for March 2006
16. JP Morgan, pension payment
17. ING USA Annuity & Life Insurance, monthly annuity payment
18. AT&T, refund on phone service
19. Malpezzi Funeral Home, Inc., refund on funeral service
20. Verizon, refund on phone service
21. Penn National Insurance, refund on homeowners insurance
22. Commonwealth of Pennsylvania, refund on Inheritance Tax
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 1
$ 2,503.50
10,658.00
19,587.20
8.96
62,796.00
7,785.10
9,480.36
2,136.33
15,300.00
186.95
4,139.25
73,687.21
105,144.32
8.10
1,698.00
739.82
774.43
31.55
100.00
7.00
64.00
210.53
$ 317,046.61
PERSONAL TV - PRINCIPAL ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Snelbaker & Brenneman, P.C., reimburse for probate fees
2. Wachovia Securities, LLC, processing fee for estate valuation
3. Penn National Insurance, auto insurance
4. Malpezzi Funeral Home, Inc., funeral services
5. AT&T, phone service
6. Family Physician Associates, Inc., medical expenses
7. Verizon, phone service
8. RSR Appraisers & Analysts, real estate appraisal
9. Comcast, cable TV service
10. Register of Wills, Agent, payment on Inheritance Tax
11. Wonders L TO, canopy rental, set up, tear down
12. Gingrich Memorials, grave marker
13. Orrstown Bank, stop payment fee
14. Register of Wills, Agent, Inheritance Tax
15. Register of Wills, filing fee for Inheritance Tax return
16. Bricker's Auction, commission on sale of household goods
17. M&T Bank, checking account # 38344459 difference between date
of death balance and closing balance
18. Snelbaker & Brenneman, P.C., attorney services
19. Snelbaker & Brenneman, P.C., cost advanced:
a. Patriot-News, advertising Executrix Notice
b. Cumberland Law Journal, advertising Executrix Notice
coo Register of Wills, short certificates
20. Reserve for filing fees, accounting fees and other costs associated with the
administration of Decedent's estate
TOTAL, PERSONAL TV, PRINCIPAL ACCOUNT, CREDITS:
PERSONAL TV - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Orrstown Bank, estate checking and prime statement savings, interest
2. Moneygram International, Inc., dividends
3. Viad Corp., dividends
4. Duquesne Light Holdings, Inc., dividends
5. ExxonMobil, dividends
6. Exelon, dividends
7. Hershey Company, dividends
8. Merrill Lynch, investment account #872-17305, interest to 8/17/07
TOTAL, PERSONAL TV, INCOME ACCOUNT, DEBITS:
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 2
$ 468.00
25.00
165.00
9,701.00
38.98
45.37
101.17
300.00
28.66
80,000.00
159.00
775.00
28.00
19,805.90
15.00
2,550.00
11.77
15,710.00
214.18
123.18
75.00
16.00
1,500.00
$ 131,642.03
$ 590.24
43.18
10.08
150.00
633.60
504.00
1,947.00
5,432.88
$ 9,310.98
PERSONALTY - INCOME ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items
from the Personalty Principal Account
United States Treasury, 2007 Fiduciary Income Tax
PA Department of Revenue, 2007 Fiduciary Income Tax
Greenawalt & Company, P.C., preparation of 2006 Final Individuals Taxes
Greenawalt & Company, P.C., preparation of Initial Fiduciary Taxes
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
1. Property located at 1005 Orrs Bridge Road, Hampden Township,
Cumberland County, Mechanicsburg, PA, sale value
2. Adjustments made at settlement for sewer, county and school taxes
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account
1. Adjustments made at settlement for tax certification, transfer and school tax
2. Marie Huber, Tax Collector, real estate taxes
3. Eichelbergers, Inc., heating fuel
4. Hampden Township, sewer/trash service
5. PPL Electric, electric service
6. Tyrone E. Kreitzer, lawn mowing service
7. Elizabeth P. Knouse, payment for trash removal from property
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
Page 3
$ 380.00
194.00
385.00
395.00
$ 1,354.00
$ 145,000.00
1,251.98
$ 146,251.98
$ 2,748.21
355.92
184.69
208.28
177.95
560.00
200.00
$ 4,435.05
$ NONE
$ NONE
$ NONE
$ NONE
RECAPITULATION
PERSONAL TV:
PRINCIPAL ACCOUNT:
Debits
C red its
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
Page 4
$ 317,046.61
$ 131,642.03
$ 9,310.98
$ 1,354.00
146,251.98
4,435.05
$ NONE
$ NONE
$ 185,404.58
$
7,956.98
141,816.93
$ NONE
$ 193,361.56
141,816.93
$ 335,178.49
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
STATEMENT OF PROPOSED DISTRIBUTION
Elizabeth Ann Campbell Christi, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Revere M. Stoner, Deceased, to wit:
$335,178.49 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Elizabeth Ann Campbell Christi
100% of residue as per Item Third of Will
A. Stocks In-Kind
1. Duquesne Light Holdings, Inc., 150 shares
2. Exelon Corp., 200 shares
3. ExxonMobil, 320 shares
4. Finova Group, Inc., 128 shares
5. Hershey Company, 1,200 shares
6. Moneygram International, Inc., 254 shares
7. Rite Aid Corporation, 2,388 shares
8. Viad Corp, 63 shares
B. 2004 Honda Accord LX, In-Kind
C. Merrill Lynch, Investment alc #872-17305, In-Kind
D. Cash
2,503.50
10,658.00
19,587.20
8.96
62,796.00
7,785.10
9,480.36
2,136.33
15,300.00
90,313.04
114,610.00
TOTAL FOR DISTRIBUTION:
Page 5
$ 335,178.49
$ 335,178.49
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
COMMONWEALTH OF PENNSYLVANIA
fi?.qNt(U~ SS:
COUNTY OF eUMOCRLAND
Elizabeth Ann Campbell Christi, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament of
Revere M. Stoner, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of her knowledge, information and belief.
Elizabeth Ann Campb I Christi
Executrix and Accountant
Sworn to and subscribed before me
thisO Cfdpay of nonJ~:-::J 2007
~:.e/~~~/T /
/' (g Notary Public --
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
GAYLA J. TKAC. NOTARY PUBLIC
GUILFORD TOWNSHIP, FRANKLIN COUNTY
MY COMMISSION EXPIRES FEB. 21, 2010
Page 6
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