HomeMy WebLinkAbout05-23-08 (2)15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes Couniy Code Year File Number
Po Box 280601 INHERITANCE TAX RETURN / ('~
Harrisburg, PA 17128-0601 RESIDENT DECEDENT p2l l) ~b ~~~
ENTER DECEDENT INFORMATION BELOW
Socal Security Number Date of Death Date of Birth
205-09-9039 02/26/2008 08/06/1922
Decedent's Last Name Suffix Decedent's First Name MI
Stoever Margaret R
(if Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF Wll_LS
• 1. Original Return 2. Supplemental Return 3. Remainder Return {date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required
death after 12-12-82)
• 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received 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. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIED T0:
Name liymber `" -
Daytirne Telephdn~ A
Judith Stoever Linnell c
(9411) 685-713'C ~ ~
tU ~
' ~ ~
Firm Name (If Applicable) '
-
REGISTER OF WttLS~JSE O1rL~' ~ -
__ ~ ...~
First line of address - ~,~
3896 Canopy Way ~,~ ~ .....
~, ~
Second line of address
City or Post Office
Sarasota
Correspondent's a-mail address: -InnelljS p~COrilCBSt.net
State ZIP Code
FL 34235
DATE FILED
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and plete. Declaratio of prep r than the personal representative is based on all infonnation of which preparer has any knowledge.
SIGNATURE OF ON 1~8PON LING RETURN D~+TE
ADDRESS V / C./
3896 Canopy Way Sarasota,FL 34235
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORI(i1NAL FORM ONLY
Side 1
15056051058 15056051058
J
15056052059
REV-1500 EX
Deacedent's Social Security Number
Margaret R Stoever 205-09-9039
DeceaenYs Name:
RECAPITULATION
1. Real estate (Schedule A) .......................................... ... 1. 200,000.00
2.
....................................
Stocks and Bonds (Schedule B) 2.
... 106,874.54
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00
4. Mort a es & Notes Receivable Schedule D
9 9 ( ) .......................... 4.
... 0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 149,437.99
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. 0.00
8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 456,312.53
9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 25,931.90
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 0.00
11. Total Deductions (total Lines 9 8~ 10) ................................ ... 11. 25,931.90
12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 430,380.63
13. Charitable and Governmental Bequests/Sec 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. 430,380.63
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 .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 45 16. 19,367.13
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 ...................................................... ... 19. 19,367.13
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER
Margaret R Stoever 205-09-9039
STREETADDRESS
228 Winding Way
CITY
Camp Hill STATE
PA ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments _
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
968.36
0.00
0.00
(1)
Total Credits (A + g + C) (2)
Total InterestlPenalty (D + E) (3)
4. If Line 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. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
19,367.13
968.36
0.00
18,398.77
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 :................................................................................... ...... ^
b. retain the right to designate who shall use the property transferred or its income : ..................................... ...... ^
c. retain a reversionary interest; or .................................................................................................................... ...... ^
d. receive the promise for life of either payments, benefits or care? ............................................................... ...... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........................................................................................................ ...... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ...... ^ ^Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............................. ^ ^Q
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. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the stab~tory requirements for disdosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only benefidary.
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. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedents lineal benefidaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is twelve (12) percent ~'2 P.S. §9116(a)(1.3)]. Asibling isdefined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+•(6-98)
SCNEDt~LE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Margaret R. Stoever 2008-00229
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged beMreen a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasanable knowledge of the relevant fads.
Real property which is jointly~owned with right of survivorship must be disclosed on Schedule F.
(If more space is needed, insert additional sheets of the same size)
' 05/08/2008 10:33 7176719676 HOMESALE SETTLEMENT
05/13/2008 81:36 7172580862 TRI COUNTY ARSTP,ACT
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hasidred artd eigt-ay~sev+ea i 19Q7) .
' ~AOR.D 0. RO$lS~O, vri8aver. of Lower atllert ~eown9lifp. CmpbecZand . .
dsuntY, pAaaBylvaai.#. t~tax~torF E-azxp of the first-~xt. .
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PlARGl1fl6T g'Qite vi8ea, oP LOwe~ RJ.1•gA,TOMtbhi'p, Cua~er7.#Tid
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• County. Peanayrlvaaia~ stables, ptr.y of•tbe second past.
1~ZTDTB$ SBTB
Thee t~ aca~,d party of the fitae part, !ar sad in coosAde_•1Cati6b
oL the sau of vae t51.un) OoLlar, iaviul nioaey aE t11p QaAttd
States of AmtriC3, +ee11, t!n$ Cxn3y.paid by the said putt of tlfe '
~' second pkrt to the said party of the Eitet part. at ae,a b~fwte '
. thr ~+aziag aft dellverp of these pcesenta, thq x,eeip~ +rhec~af
i6 hereby aCahowied¢sd, teas graaked. bar9a;~nad, acld- allenQd.
' enfeoi#ed. released, ~anveyed and eeaE~,ra~@, ~tnd by these
- pYesents does gret!'it, i~aCga,tn, 9817,, alien, enPe~oBf, telease,
CoAVep and CbePlrm urtd the ssin party of eho a~ecvAd part, 1:+er •
heirs ar~d aeaigns_ -
ALL OP ffi9 st;GBT, Tix7,& ANT,! x!v'CEBggm Fl9 A6]ID 4+p T1lAT •-
CERTAIN tract oL 7.aaQ sitoat4 !.n tlewar A7,lern To+~rs~ahip, Culobar-
7,ard Rovntp, known and nm~seted as AR8 rT~,h4itlq 1Nay. Cam 1ii211.
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05/08/2008 10:33 7176719676 HOMESALE SETTLEMENT
85/13/2008 01:36 7172580662 TRz CIX~IT1f ABSTRACT
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i - PertRSylraeia, as ,mere Paiilr descrilxd an ~xhlbit "71^ attached - -
hereto, sad by reference rude a part hereof. '
' 'iDG~Ei~tt alth rll anel giagylAt• tltY teg4~AC~tiIl, hexediGA~ - •
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1AMteg l,nd appurtenanas~ t:a the same belar~gl,ng. ar in anywise '
appertaining. $aed the reversion and revez9ions, cemain8er and . '
i SCeafndeYB, raves, lsewes and pxofite th{!rsoli n1vD ALCO a11, tF-o
' QgCAtg,. titSe, 1rItQlQ$Rr property, aldim aa~9 demdgd whatsaeveK,
bott+ in lax arts equitq, of the gdifl patk3r Of the lit:at pace:,
~oR, it, to or avt aP the raid pesaris~os, atad ernry irk and
parcel thereof.
TD ltAVS 'AlID TO HDLD~ the said psomis+es, with a1.1 A1-fl ringis•
lar the appurtenances, nnle !be said paz~:p Ok the 6erottd part, ~ '
der heirs rn8 oasigna, ee +t{td Roc the only proper ass end - •
bcTuyn£ eE said party O£ the 6eeoud part, hairs aid assigns
lorswer. '.
Aleb the ea,Ld petty aF the €'~-zefh par~l, i'ae IealRgt?Lt~ hi9 '
• heirs, ®xaovtora. and atdminlBtcatora, do~eg by these pcesertta,
~beerant, grant and agree to and with tYte said party o[ the
second part, her heirs and assigns. khat bQ the amid paxey a€
the Eirat part and h1.~ heirs, all and aingalar the heredita- ~.','
aeak9 sad pr~etiraa tterrfn Abava $sqe;ibe,r] and granted. yr
~- menCio+ewd grid ;,npondAB so to be. with the appartenanees unto
the said party of thr seooed partr hlfr heirs aAd assigns,
ggaanse €~ said pa~xty a! tha €irst part sad his hetre, an~0
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05/08/2008 10:33 7176719676 HOMESALE SETTLEMENT
05/13/2608 01.36 7272590862 TRI COUNTY ABSTRACT
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~gaiest ali and every after person or Qer4c0Ar +~OAdOevec. '
ian.luily a2aiminq Qr to elais~ ties 6affie ox Idly hilt tslnereaE, 1~,
through, frpm or andes then or any of ehea srai;l anb rill, by ~ -.
these presents, 9Q1RRA~R'r AAD E+QtSYER DSFE~D_ -
+~d As a canvayaace t'row patent !o chlLd, and as such is '
ano7,],y ~~pt lsdn PertnsylMsnia Realty Trart$ier Tax. bee -~ - ~,•
zteg-elatlon ti~lt.57ib?t0~. --
Sm tezT1~1II$ NRffitDl~, ttte asid pRrty oC' khe ,rlrst part has. . ' .i
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Aes~eunto sek hi9 lurid astd aanx, the Bay ead yahr £iret vrltten ~ -
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GranCce herein !e ed folxowse - -~, .
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05/08/2008 10:33 7176719676 HOMESALE SETTLEMENT
85/I3/2698 0.:36 7Z7~596862 TRI COUNTY ABSTRACT
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against ali and every other person or pernanA, ++YeeaaoleeR. -
larntw7.ly claiming or to claia the o>; tdl~- p~~!! t~+lra_a~, ~r .
through, froa- or nnd$t they or any of than st1a11 anb vilir by ~ '.
khe~aa presents, 901tGtlUlT i4AD FQtSVER DEFElD.
mid ;.s a caee~aace Grow paefat to chiid, and as such is '
enno7.l.y e~pt Iran Pertnsytwnta Reglty Transi"et Sax, see -{ ~ +
RegulAtSOn s9z.92tb?tBI•
x11t tOZR'1R~iIgS NASR~tlIF~ Ette ssid pRrt~ off' khe ,Pi,tak part bas. . ' 'i
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hes~eunlo set his hand a~td seal., tl+e dap and yahr first vrltten ~.
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22d 9v~,lt84ng lea ! .
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05/08/2008 10:33 7176719676 HOMESAL..E SETTLEMENT
65/13/2008 01:36 7172588862 Tf~I t17Y AB51-ppCT
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in.ntec,
wnd.d ee+d deecrtbed ar fallws, to riC:-,
~ IIEG>OQQiNC et a ~pnint is:.cMc 9enth~eneerl7 lice of t~£nding Nay tSQ xeet~vtda} v63Cd
. ~ "'t sold point is !a tUe diviaian tine IselMtRlY•tete 1tatl+, Z6MA aad 2i~Jl on.gls aerefi+-,
a;Gar axaCleittd plan e! 1eE•; ehanM a>;on¢~tha dt~tion lien- betnMe LOC! IOea. ~i'i~+~A.
';~ +lnd 27-A, 3out4 ftRx (50) de~caaa lifty~.ea+rca (57) einnten atgtt! (87 eeeonda ~aat
~ one huedccd MnC7-Five (125} teet•ce • point; tbavae Aox'th tbi~•Cy-atN {39)
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' agreae e~ro (~ .xnueeR £i£C?-Rxe tfR) aeaegdd Flit! Aloet>. (9Q) ieat to a pout in
~r tilo dieiaioa 1t~ baareen cote N•o. 28-A aryl 29~,i1 ea •a!~ l1gq; eeewte along Cha
,p diviaien 71ae baraeee foie eoa. Sl6-e. aed 7.5-A, MmCrk lYfty,,(!47 d•Etetn FfltaF+ '
b dgvtn (iT) ai,nltR~a at,¢hh t~ eteeoea eaat,aea teaadred tnaf~j-Kve (T23) feet so ^
podet ie cha 9s~hweacaslp li:w of landing pad, aF,ortysaid; theaC- aleng tbR
Svnthweatedy ilea of litnilklg qar, Seuth tM1Ctr~alrn~ (34) aeReees !wo SR} mlartar
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betrran I~Ca 1t•e. Z6-A and 27.-, •fetanil, at tea paint alai t7=!b ~ 7IC.
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8S7~t4 lot Ile. Z~A, :9cetion "16" in a ee>!ps4n lUtin of lair afE !ea>t ~'. 9MR~greR' A>sA
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• 05!08/2008 10:33 7176719676 HOMESALE SETTLEMENT
05/13/2008 01:36 7172580862 TRI COUNTY ABSTRACT
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ariBaECS to eese~avnts, z7~gnte o! ray, Xaitriecl.ons and oonAittpes o!
reevsd abd InatlRrs vpieh a pky~iesl ilfepeokioa bF rar+gy yoaxe digcidtle.
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i'. H8I)I~ the sAme pxetrisee wbacl+ )latigsret i. Corwn, ey Rqx Aged d14ed •
- „ovlLlhex 16. x977 a9 •xeeO!!9!4 Sri php e:aMbq~ei~nd' Csp,gty ReeprgeX C~
llaodA OEH~ICe Lq P44d ieok A. VOluno 27, Page 180, gx~aaied aAd cobseyed
4~ ento Kargeret sloe+et~l6rantca eereinl and Agrold 1:. Aobisae sed -
r Merge=et C. Robxcoe, h/w, ae.egaal'ClManlr ifl Con~ani IMit:l Rttx4ld C. - -
7t4D1a0A aqd R4x'gA7Cq•t C. AObi0etl~e 0011^R~1! intCRl9! tse~nq h^ld laBAlC ~ '
so ad tenants by the eniiretfes). on _, -~AQ~•f~ ~~_, 19,, llsrgaxot C. - '
Rvbkpea 4}ed, a reb3den! ~! GuAberlanC COattty, PpnpaplbLflfll~ .rheLplzpoe
~' tf.ele to chat ona-bait AedieiQual inle~oc^c veetsd •l~soxrCelT Se h+r •.
. aar+lving haAbaRQ, HaralA 6. IIODYSOn, Grantor herein.
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'~ 05/08/2008 10:33 7176719676 HOMESALE SETTLEMENT
05/1312088 02:36 7172586862 TRI COLW~'TY ABSTRACT
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CGBaiQtaoiBAL~'3 Qk' P18YZ.vA~2A a SS:
GOII[OTY OF Dl~t~2p ~
on ebin. the ~ day a! ~,~• E. .1987. bat07A
mo- trie undcrsigaed oftiCEr, ~ersanaily ~pprareH 8luteLD~G,
pp®z~q, kno+rtt Le ~nm tar ~EieEaolorl.1T proveA} to 6e the
p~raon ~~ pap y,a pnooarinea ea ehe riEhi+n inntlttA+ant, and
aCkhO~rll~g ti+at ri~ executed Cite same Eor ttt4 ParP°$e tblre~io
conr.inwe.
ffi ~ gnlSABOE. T riAl9~a ttAxettnte aoC 1ny ha~a4 atld 1elu~.• ~«•,,,,,
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NINi~ 6 Mew IgtlRf fW~C ,~'. '" '~ s•'~ ¢
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(Tnn+ml Nn• M:1 _ nn~aaa 4ltNt s1' Rawl Fsf~ Ta's gill Date' 3/01/2008
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BONNIE K MILLER, TREASURER
1993 HUMMEL AVENUE
PA 17011-5
CAMP HILL
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RESIDENTIAL -
rax STOEVER, MARGARET
,vea 228 WINDING WAY ~
~
CAMP HILL PA 17011 1
Assessed band Improvement Mineral Total
Values 30,000 126,700 0 156 700
COUNiY OF txl1ABBILAND, PB~M~ISYLY Difeow~t Faes Pansl t~
tes .00228500 .00228500 2 ~ 10 ~
UNTY R S 68.55 289.51 350.90 358.06 393.87
Rates .00018000 .00018000 _ 2 t 10 ~
COQNTY LIB S.AO 22.81 27.65 28.21 31.03
70WNSHNp OF LOWER ALIB I
tes .oolooooo .oolooooo z t to $
MUNIC. R S 30.00 126.70 153.57 156.70 172.37
Rates .00050000 .00050000 2 ~ 10 ~
E~I2S SRVS 15.00 63.35 76.78 78.35 86.19
Rates .00050000 .00050000 10 ~
DEBT SVC 15.00 63.35 76.78 78.35 86.19
~t/ ^ TAX AMOUNT DUE --~~ tt>~-ee ~s.~r ~ ss
4,, e 1 Zf Paid Oa ar Llter 3 Ol 08 5 01 2008 7~ Ol 2008
_` If Said Oa or Hefpre 2008 6 30 2008
~ neT p~ Bn evnsrlmo'n~et-BILL W ILL BE I~IURN ~
ED TO TAX
1~,
ice MON, TUES 8~ THURS 9-4 OR BY APPT
xias: CLOSED WEDS, FRI & HOLIDAYS
BONNIE MtLLER®LOWER-ALLEN.PA.US
PHONE (717) 975-7575 EXT 1701
CI.ANA BUREAU FOR COLLECi10Nl AND RUNG OF A LIB~i AIiANST
YOUR PROPEAT1f.
+~ SEE REVERSE SIDE OF BILL FOR A BREJI,Im011YN OF YOUR COUtYIY TAX DOLLARS "
Retum Bill with Payment. For a Receipt , Encbs~~ Self Addressed Stamped Fsvebpe. _ X
REV-1503 EX+ (6-98)
COMMONINEJ~LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEpULE B
STOCKS & BONDS
ESTATE OF FfLE NUMBER
Margaret R. Stoever 2008-00229
AH propeAy jdntlfr-owned wlfh right of survlvorsldp must be dl~doaed on Sd-adule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION ~ DEATH
~~ COMMON STOCK, PPL CORP, CUSIP=PPL, QUANTITY=175.00, PRICE=$47.79 8,363.25
2. COMMON STOCK, RITE AID CORP, CUSIP=RAD, QUANTITY=100.00, PRICE=$2.61 261.00
3. MORTGAGE BOND, FEDERAL HOME LOAN MORTGAGE CORP MlC, CUSIP=3133T4GB60B0~ 1,308.74
COUPON 7% MATURE 0312512024, QUANTITY=9,000, PRICE=$101.00
4. CORP. BOND, GENERAL MTRS CORP DEBS, CUSIP=GM.GE, QUAN.=7,000, PRICE= $74.00 5,180A0
5. MUNi. BOND, MONT. CO PA HIGHER ED, CUSIP=613604TP20B0, Q=5,000, P=$99.87 4,993.30
6. MUNICIPAL BOND, PENNSYLVANIA STATE HIGHER ED FACS, CUSIP70917NDU50B0, 5,010.75
COUPON 5% MATURE 0810112029, QUANTITY=5,000, PRICE=$100.22
7. MORTGAGE BOND, RESIDENTIAL ASSET SEC TRUST, CUSIP=45660NMU60B0, 5,967.50
COUPON 6% MATURE 02125!2033, QUANTITY=7,000, PRICE=$85.25
8. MORTGAGE BOND, ABN AMRO MTG CORP, CUSIP=000780CM6060, COUPON 5.5% 15,277.50
MATURE 0312512033, QUANTITY=18,000, PRICE=$84.88
9. MORTGAGE BOND, BANK OF AMERICA FUNDING CORPORATION, CUSIP=05946XG1A40B0 12,940.00
COUPON 5.5% MATURE 02125/2035, QUANTITY=16,000, PRICE= $80.88
10. MORTGAGE BOND, COUNTRYWIDE ALTERNATIVE LOAN, GUS{P=12667FJ48060 8,965.00
COUPON 5.75% MATURE 02/2512035, QUANTITY=11,000, PRICE=$81.50
11. MORTGAGE BOND, WASHINGTON MUTUAL MTG SECS CORP, CUSIP=9393362T90E30 3,762.50
COUPON 5.5% MATURE 03/25!2035, QUANTITY=5,000 PRICE=$75.25
12. MORTGAGE BOND, COUNTRYWIDE ALTERNATIVE LOAN TRUST, CUSIP12667GD75060 3,900.00
COUPON 5.5% MATURE 08/25/2035, QUANTITY=5,000, PRICE=$78.00
13. MORTGAGE BOND, CREDIT SUISSE FIRST BOSTON, CUSIP 2254WOPH2OB0, 10,275.00
COUPON 6% MATURE 12125135, QUANTITY=12,000, PRICE=$85.63
14. MORTGAGE BOND, CREDIT SUISSE MTG CAPITAL GERT, CUSIP=225470Y740B0 15,907.50
COUPON 5.5% MATURE 0312512036, QUANTITY=21,000, PRICE= $75.75
15. MORTGAGE BOND, CITIMORTGAGE ALTERNATIVE LOAN, CUSIP=18974BAF608Q 4,762.50
rni Ionni~gL tiie~n ioc 1M25/I~~ ni ler~-n~rv~,~ oair~=S793R 0
TOTAL (Nso enter on line 2, Recapitulation) (i 106,874.54
{If mae sQace ~s needed, insert addrtional sheets of the sanw s¢ei
~t~ smith barney
B$18IICC8
As of 02/25/2008
'repared by FABIAN- FRIEDMAN-MCIlVI'~~RE
Margaret R Stoever
228 Winding Way
Camp Hill PA 17011-8463
'17 ?80 1700 Acct No. 724-04042-i5
Market value % Of Assets"
Cash Account Balance $483.19 0.14%
Bank Deposits 11.952.45 3.44
Stocks 8,624.25 2.48
Preferred Stocks 109,889.15 31.66
I~`ixed Income 98,250.29 28.31
Annuities 117,882.32 33.96
Total Aoconnt Valne $547.081.6lS 100.00~i6
" % of Assets ndlects account balances as a percentage of long position & cash rounded to -the nearest hundredth. As a result the total may
not equal 10096.
Independent, thud-party research on certain companies covered by the firm's research is available to clients of the firm at no cost Clients can
access this research at www.smithbarne}-.com or can caIl i-866-836=9542 to rcquest that a copy of thL~s research be sent to them.
Investment and insurance products: Not FDIC insured -No bank guarantee •Not in.~ured try any federal government
agency •Not a bank deposit •May lose value
GYtigroup hxvesiment Research's research ratings are displayed within the Research Rating Qolumn in 'Hokltngs'.
Page I of 6
I ,iti~sm'ith bamey
Margarf;t R Staever
228 Wtrlding Way
Camp Hill PA 17011-8463
Holdings
As of 02/25/2008
Prepared by FABIAN- FRIEDMAN-MCINIYRE
717 ?80 1700 ~ Acct No. 724-04042-15
guanttty
Symbol/CUSIP
Description Reaxarch _
~~ Price
Market Valuer
11,936.23 #BDP BANK DEPOSIT PROGRAM - $-1.00 $11,952.45
78,013.00 299994459000 HARTFORD LIFE INSURANCE - 1.51 117,882.32
AS OF 02/21 J2008
1,410.00 GDVPRA GABELLI DIVIDEND&INCOME 5.87596 - .24.05 33,910.50
520.00 MERPRM. MERRII.L LYNCH CAP TR II 6.4596 - 22.60 11,752.00
175.00 PPL PPL CORD ~ 1145 47.79 8,363.25:
100.00 RAD RTIE AID CORP - 2.61 261.00/
575.00 RBSPRL *** ROYAL BK'SCOTLAND GROUP - 21.63 12,437.25
180.00 RFOPRA ROYCE FOCUS TR INC 696 PFD - 24.85 4,473.00
1,200:00 RVTPRB ROYCE VALUE TRUST INC 5.996 - 23.94 - 28.728.00
580.00 RMTPRA ROYCE MICRO-CAP TRUST 6.0096 - 24.38 14,140.40.
200.00 GWF WELLS FARGO CAP TR VIII 5.62596 - 22.24 4.448.00
9,000.00 3133T4GB60B0 FEDERAL HOME LOAN MT'G CORD M/C - 101..00 1,308.74t/
Coupon-796 Mature 03/25/24
Accrued Int. $0.25
7,000.00 GM.GE GENERAL MOTORS CORD DEBS- - 74.00 5,180.00! i
Coupon 7.496 Mature 09/01 /25
Accrued Int: $251.81 .
5.000.00 613604TPZOBO MONTGOMERY CNTY PA HIGHER ED & - 99.8? . 4,993.30 ~
Coupon 596 Mature 06/01 /ZS
Accrued Int. $59.03
5.000.00 70917NDU50B0 PENNSYLVANIA ST HIGHER ED FRCS - 100.22 5,010.75
Coupon 596 Mature 08/01 /29
Accrued Int. $17.36-
- 7,000.00 45660NMU60B0 RESIDENTIAL ASSET SEC TRUST - 85.25 5,96?.50V
Coupon 696 Mature 02/25/33
Accrued Int. $1.17
18,000.00 000780CM60B0 ABN AMRO MPC CORD - 84.88 15,277.50~~''
Coupon 5.5% Mature 03/25/33
Accrued Int.- $2.75
Page 2 of 6
- i. - -
ti smith barney 2 sw ? RStcever
ding Way.
Camp Hill PA 17011-8463
Holdings
As of 02/25]2008
Prepared.by FABIAN- FRIEDMAN-MCIIVTYRE
717 780 1700 Acct No. 724-04042-15
quantity Symbol/CUSIP Description gam Price Markiet Value
16,000.00. 05946XQA40B0 BANK OF AMERICA FUNDING CORD - $80.88 $12,940.00 ~/
Coupon 5.5% Mature 02/25/35
Accrued Int. $2.44
11,000.00 12667FJ480B0 COUNTRYWiDEALTERNATIVE~LOAN - 81.50 8,965.00~~
Coupon 5.75% Mature 02/25/35
Accrued Int. $1.76
5,000.00 9393362T90B0 WASHINGTON MLTf M'PG SECS CORD - 75.25 3,_762.50 ~"
Coupon 5.5% Mature 03/25/35
Accrued Int. $0.?6
5,000.00 12667GD750B0 COUNTRYWIDE ALT LOAN TRUST - 78.0
0 3,900.00
Coupon 5.5% Mature 08/25/35. .
. Accrued Int. $0.76
12,000.00 2254WOPH2OB0 CREDIT SUISSE FIRST BOSPON - 85.63 10,275.OU ~'
Coupon 6% Mature 12/25/35
Accrued Int. $2.00
21,000.00. 225470YT40B0 CREDIT SUISSE 1VIlY'~ CAPITAL CERT - 75.75 15,907.50 ~`~
Coupon. 5.5% Mature 03/25/36
Accrued Int. $3.21
.6,000.00 18974BAF60B0 CTI~VIORTGAGE ALTERNATIVE LOAN - 79.38 4,762.50 ~-'~"
Coupon 6% Mature IO/25/36
Accrued Int. $1.00
Cash Acxownt Balance- $483.19
Toted 1~Lixaemt Ye~ine $347,081.68
Page 3 of 6
REV-1508 EX+ (6-98)
SCNEDI~LE E
COMMONWEALTH OF PENNSYLVANIA p
CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Margaret R. Stoever 2008-00229
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Jewelry 100.00
2. Clothing 250.00
3. Household furnishings 2,500.00
4. Miscellaneous household goods 200.00
5. Cash in Commerce Bank 1120 Carlisle Road Camp Hill, PA 17011 16,042.46
6. Hartford Life Insurance annuity CUSIP=299994459000 117,882.32
7. Citi Smith Barney Cash Account balance 483.19
8. Citi Smith Bamey Bank Deposit Program 11,952.45
9. Cash on-hand 27 57
TOTAL (Also enter on line 5, Recapitulation) $ I 149,437.99
(If more space is needed, insert additional sheets of the same size)
Cttrnn~~Ce
Bank
MARGARET R STOEVER
228 WINDING WAY
CAMP HILL PA 17011
STttiTEt.S.~iT O:1TE
--- 02/27/08
3 CYCLE-009
*** CHECKING *** 50 PLUS CHECKING BEGINNING RATE 0.15000
ACCOUNT NUMBER 0537061954
PREVIOUS STATEMENT BALANCE AS OF 01/28/08 ........................ 10,158.33
PLUS 5 DEPOSITS AND OTHER CREDITS ................... 1,950.10
LESS 8 CHECKS AND OTHER DEBITS ...................... 513.81
CURRENT STATEMENT BALANCE AS OF 02/27/08 ......................... 11,594.62
NUMBER OF DAYS IN THIS STATEMENT PERIOD 30
*** CHECK TRANSACTIONS ***
SERIAL DATE AMOUNT SERIAL DATE AMOUNT
674 02/04 50.00 693* 0!/08 75.00
677* 02/04 50.00
-------------------------------------
*** CHECKING ACCOUNT TRANSACTIONS ***
DATE DESCRIPTION DEBITS CREDITS
02/01 AC-DFAS-CLEVELAND -AR ANN PAY 217,29
02/01 AC-US TREASURY 303 -SOC SEC 1,005.00
02/04 AC-SMITH BARNEY -AFT 600.00
02/04 DEPOSIT 126.40
02/05 COL BILL PYMT-VERIZON 57.61
02/05 COL BILL PYMT-PENNSYLVANIA POW 128.00
02/11 COL BILL PYMT-Pennsylvania Ame 42.25
02/11 COL BILL PYMT-COMCAST 53.34
02/20 AC-VERIZON -PaymentREC 57.61
02/27 INTEREST PAYMENT 1.41
-----------------------------------------
*** BALANCE BY DATE *** --------------------- ---------------------
01/28 10,158.33 02/01 11,380.62 02/04 12,007.02 02/05 11,821.41
02/08 11,746.41 02/11 11,650.82 02/20 11,593.21 02/27 11,594.62
PAYER FEDERAL ID NUMBER 23-2324730
INTEREST PAID YEAR TO DATE 2.g2
----------------------------------------------------
*** INTEREST EARNED THIS STATEMENT PERIOD ***
DAYS IN PERIOD ......................... 30
INTEREST EARNED ........................ 1.41
ANNUAL PERCENTAGE YIELD EARNED (APY).... 0.15
----------------------------------------------------
~:[Nt~l!?rBI1C6
MARGARET R STOEVER
228 WINDING WAY ---
CAMP HILL PA 17011
STKTEA~tER7 6+T3
02/29/08
*** SAVINGS *** STATEMENT SAVINGS
ACCOUNT NUMBER 0626040570
PREVIOUS STATEMENT BALANCE AS OF O1f31/08 ...
PLUS 1 DEPOSITS AND OTHER CREDITS .
LESS 1 WITHDRAWALS AND OTHER DEBITS
CURRENT STATEMENT BALANCE AS OF 02/29/08 ....
NUMBER OF DAYS IN THIS STATEMENT PERIOD 29
CYCLE-052
BEGINNING RATE 0.25000
.......... 5,446.77
....... 1.07
....... 1,000.00
.......... 4,447.84
*** SAVINGS ACCOUNT TRANSACTIONS ***
DATE DESCRIPTION DEBITS CREDITS
02/29 INTEREST PAYMENT 1.07
02/29 XFER TO ACCT CK-000537061954 1,000.00
-----------------------------------------------------------------------------------
*** BALANCE BY DATE ***
O1/31 5,446.77 02j29 4,447.84
PAYER FEDERAL ID NUMBER 23-2324730
INTEREST PAID YEAR TO DATE 2.22
----------------------------------------------------
*** INTEREST EARNED THIS STATEMENT PERIOD ***
DAYS IN PERIOD ......................... 29
INTEREST EARNED ........................ 1.07
ANNUAL PERCENTAGE YIELD EARNED (APY).... 0.25
----------------------------------------------------
~ ~ t~ s'mith barney
- MarBare:t R Stoever
228~Wiriding Way
Camp I:~ll PA 17011-8463
Holdings
As of 02/25/2008
Prepared by FABIAN- FRIEDMAN-MCINIYRE
717 780 1700. Acct No. 72404042-15
9uanttty
S~mboIICUSIP
Descrlptton Re:~eazrh
Ral;ltig Price
Market Value < .
11,936.23 #BDP BANK DEPOSIT PROGRAM - $1.00 $11,952.45
~ 78.013.00 299994459000 - HARTFORD LIFE INSURANCE - 1.51 117,882.32
AS OF 02/21/2008 .
1.410.00 GDVPRA GABELLI DIVIDEND&INCOME 5.87596 - 24.05 33,910.50
520:00 MERPRM MERRILL LYNCH CAP TR II 6.4596 - 22.60 11,752.00
175.00 PPL PPL CORP ~ 1M 47.79 8,363.25
100.00 RAD RPIE AID CORD - 2.61 261.00
575.00 RBSPRL '•• ROYAL BK SCOTLAND GROUP - 21.63 12,437.25
180.00 RFOPRA ROYCE FOCUS TR IIdC 6% PFD - 24.85 4,473.00
1,200:00 RVIPRB ROYCE VALUE TRUST INC 5.996 - 23.94. 28,728.00
580.00 RMIPRA ROYCE MICRO-CAP TRUST 6.0096 - 24.38 14;140.40 .
200.00 GWF WENS FARGO CAP TR VIII 5.625% -- 22.24 4,448.00
9,000.00 3133T4GB60B0 FEDERAL HOME LOAN MTG CORD M/C - 101.00 1,308.74/
Coupon-796 Mature 03/25/24 .
Accrued Int. $0.25
7,000.00 GM.GE GENERAL MOTORS CORP DEBS- - ?4.00 5,180.00/
Coupon 7.496 Mature 09/01 /25
Accrued Int: $251.81
5,000.00 613604TPZOBO MONTGOMERY CNTY PA HIGHER ED 8c - 99.8? . 4,993.30 ~
Coupon 596 Mature 06/01/28
Accrued Int. $59.03
5.000.00 70917NDU50B0 PENNSYLVANIA ST HIGHER ED FACS - 100.22 5,010.75'
Coupon 5% Mature 08/01/29 -
Accrued.Int. 517.36
7.000.00 45660NMU6080 RESIDENTIAL ASSET SEC TRUST - 85.25 5,967.50~~ "
Coupon 696 Mature 02/25/33
Acxrued Int. $1.17
18,000.00 000780CM60B0 ABN ANII20 MTG CORP - 84.88 15,277.50w~
Coupon 5.596 Mature 03/25/33
Accrued Int. 32.75
Pam 2 of 6
:~V-1511 EX+ (12-99)
SCNEDt~LE N
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATNE COSTS
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
a. FUNERAL EXPENSES:
t ~ Services of Funeral Director & Staff at Parthemore Funeral Home, New Cumberland, PA including body 8,380.00
preparation, embalming, casket, use of facilities and equipment.
2. Transportation to Arlington National Cemetery 187.50
3. Clergy honorarium to St. Theresa's Church, New Cumberland, PA 150.00
a. Organist and altar servers at St. Theresa's Church, New Cumberland, PA 230.00
5. Flowers 519.40
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) JUdlth StOeVer Linnell
Social Security Number(s)/EIN Number of Personal Representative(s) 177-42-1375
Street Address 3896 Canopy Way
C;ty Sarasota state FL Z;p 34235
Year(s) Commission Paid: 2008
2. Attorney Fees
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
15,000.00
1,000.00
465.00
TOTAL (Also enter on line 9, Recapitulation) I $ 25,931.90
(If more space is needed, insert additional sheets of the same size)
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH Receipt Date: 2/29/2008
Cumberland County - Register Of Wills Receipt Time: 15:02:49
One Courthouse S uare Receipt No.: 1051773
Carlisle, PA 1713
STOEVER MARGARET ROBISON
Estate File No.: 2008-00229
Paid By Remarks: JUDITH LINNELL
JA
------------------------ Receipt Distribution
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 410.00 CUMBERLAND COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 24.00 CUMBERLAND COUNTY GENERAL FUN
JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D
PHOTOCOPIES 1.00
-------------- CUMBERLAND COUNTY GENERAL FUN
Check# 112 --
$465.00
Total Received......... $465.00
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REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Margaret R. Stoever 200-00229
RELATIONSHIP TD DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1- Thomas R. Stoever 1870 Franklin Way, Quakertown. PA 18951 Son 33.33%
2- Michael H. Stoever P.O. Box 641761Tree Farm Road, Easton, WA 98925 Son 33.33%
3. Judith S. Linnell 3896 Canopy Way, Sarasota, FL 34235 Daughter 33.33%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ;
(If more space is needed, insert additional sheets of the same size)