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Home My WebLink About06-23-08 (2) 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes OFFICIAL USE ONLY County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 07 :0024 ENTER DECEDENT INFORMATION BEL OW Social Security Number Date of Death Date of Birth 171-38-7283 10/03/2006 12/28/1953 Decedent's Last Name Suffix Decedent's First Name MI Stone John G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Stone Angela Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 188-44-9922 REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 'r'? 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) r'~ 4. Limited Estate !~ 4a. Future Interest Compromise (date of C 5. Federal Estate Tax Return Required death after 12-12-82) t°:D.S 6. Decedent Died Testate ~3 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 DIRECTED T0: Name Daytime Telephone Number Michael Cherewka, Esq. (717) 232-4700 _~ Firm Name (If Applicable) ,., -- ? --- _ __ _ ~ REGISTE`R?OF WILLS USij~itNLY :~~::: The Law Offices of - r-~ ~ - - ~ , c :_ _ First line of address I ~ "" ' ~- = rv 624 North Front Street ~ -? ~' _. _. _ Second line of address _ ~ -'I -.,, _, I ~ i -": ~"' ___ __ . __ .. City or Post Office .-t .. , , ,.- . _. __. _ -. ~_ ..-- -_- _ _--.- _ - - ; D7~'E FILED GS1 ' 1~'- State ZIP Code .___~.- _.___ :J__ Wormleysburg PA ' 17043 Correspondent's a-mail address: mcestateplanlaw@earthlink.net 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 complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIC7D~ATURE OF PERSOfJ RESPONSIBLE FOR FILING RETURN DATE 1205 Gunstock Lane, Mechanicsburg, PA 17050 SIGNATURE OF PREP!}~2FR OTHER TF~AN REPRESENTATIVE DATE MV RCJJ 6 North Front Street, Wormleysburg, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 :15056051058 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: John G Stone 171-38-7283 RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) _ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 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 00 61,388.47 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 1 g, 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. 20. FILL 1N THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0.00 0.00 0.00 0.00 4,201.49 34,307.90 64,167.16 102,676.55 10,575.00 30,713.08 41,288.08 61,388.47 0.00 61,388.47 0.00 0.00 0.00 0.00 0.00 15056052059 Side 2 15056052059 1 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 07 .0024 John G STREETADDRESS 1205 Gunstock Lane CITY Mechanicsburg Stone DECEDENT'S SOCIAL SECURITY NUMBER 171-38-7283 STATE PA Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments _ C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + g + (;) (2) ZIP 17043 (1) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Total InteresUPenalty (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) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" 1N 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? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ...... ~ ^ 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 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 (leath 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 decedent's lineal beneficiaries 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 decedent's siblings is twelve (12) percent [72 P.S. §9116(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-'1502 EX+ (6-96) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER John G. Stone 21-07-002 All real property owned solety or as a tenant in common must be reported at fair market value. Fair market value is iiefined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. tir more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98) SCHEDULE 6 COMMONWEALTH OF PENNSYtVAN4A STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER John G. Stone 21-07-0024 All oreoerty jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-7507 EX+ (6-98) SCHEDt~LE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER John G. Stone 21-07-0024 All property jointly-owned with right of survivorship must be disclosed on Schedule F. tir more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER John G. Stone 21-07-0024 Include the proceeds of litigation and the date the proceeds were received by the eestate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) St MEMBERS 1St FEDERAL CREDIT TJNION REGULAR SAVINGS ACCOUNT: Account Numberl Suffix 264972 -00 Date Account Established 05/12/2005 Principal Balance at Date of Death _ $601.47 Accrued Interest to Date of Death $.02 Total Principal and Accrued Interest $601.49 Name of Joint Owner None LOAN ACCOUNTS: Account Number/Suffix Date Account Established Principal Balance at Date of Death Name of Comaker Loan Type Collateral Securing Loan 264972 -01 05/12/2005 $3,288.14 None Used Auto 1996 Honda Accord 264972 -02 06/18/2005 $12,730.71 Angela K. Stone Used Auto 2003 Ford Windstar Estate of: JOHN G. STONE Date of Death: October 3, 2006 Social Security Number: 171-38-7283 M ERS 1ST F ERAL CREDIT UNION ~~~ ~~ D ise A. ~Voife Insurance Services Supervisor March 11, 2008 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283--2328 wwwmemberslst.org ?HE i>r<;L~TIED RE50URC€ ~.p/ advert~semei?t 1996 Honda Accord DX Sedan 4D Bl.tlE BOUK~ GRADE-ftV VALUE II Condition Value Exceliertt $2,950 ~, : , _ Good $2,600 ~/ Fair $2,025 (Selected) Average Consumer Rating {215 Reviews) Read Reviews n; ~. ~'-.; 't, "R, a.5 out of 5 Review This Vehicle _._. Send to vrinter __ _ __ __ ad~.~ertisement: Vehicle Highlights Mileage: 94,000 Engine: 4-Cyl. 2.2 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard Air Conditioning Tilt Wheef Dual Front Air Bags Power Steering AM/FM Stereo Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for atrade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Va4ue because the reselting dealer incurs the cost of safety inspections, reconditioniny and other costs of doing business. Vehicle Condition Ratings Excellent ,. $2,950 • Looks new, is in excellent mechanical condition and needs no reconditioniny. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Close Window http://www.kbb.com/KBB/UsedCarslPricingReport.aspx?~ehicleClass=UsedCar&... 2/13/2008 Less than 5% of all used vehicles fall into this category. Good $2,600 • Free of any majoc defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. FdIC (Selected) ~_~~~.~~ F $2,025 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, The paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. POUT N/A • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 2/13/2008 http://www.kbb.com/KBB/UsedCars/PricingReport.aspx? VehicleClass=lJsedCar&... 2/13/2008 THE TRRKTED IRESU~RCE ilh.ar advertise~?ei?F __ 1998 Dodge Intrepid Sedan 4D SLUE S€lt1K~ TRADE-fW VAIUE Condition Value ~II I~I~ Excellent $2,350 ~i u ` Gaod $2,050 v~ Fair $1,575 (Selected) Average Consumer Rating (238 Reviews} Read Reviews "i'"'1_":: 3.9 out of 5 Review This Vehicle __ __ _ _. .. :::: .E< m. ~t3"e ~..,,.~r'.iu _.3f1~~~.~s.so-'Kbe,_az.~c_,J*3t3a,_3S3ca/, 'tiCk [8~e ~_,_.rd'.:k Rb .....P e.:z:. 4c~,::'&a~i., Vehicle Higfilights Mileage: 63,000 Engine: V6 2.7 Liter Transmission: Automatic Orivetrain: FWD Selected Equipment Standard Air Conditioning Power Door Locks AMiFM Stereo Power Steering Tilt Wheel Cassette Power Windows Cruise Control Dual Front Air Bags Blue Book Trade-In Value Trade-in Value Is what consumers can expect to receive from a dealer for atrade-in vehicle assuming an accurate appraisa{ of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent :~ $2,350 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and 'is free of any wear or visible defects. Send to Printer advertisc.menl: Close Window http://www.kbb.com/KBB/UsedCars/PricingReport.aspx? VehicleClass=lJsedCar&... 2/13/2008 • Complete and verifiable service records. Less than 5% of ail used vehicles fall into this category. Gaod a ". "> ;., , $2,050 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear felt. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. ~/ Falr (selected) _.~._. , $1,575 • Some mechanical or cosmetic defects and needs servicing but is stilt in reasonable running condition. • Clean title history, the paint, body and{or interior need work pertormed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor ~/p • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or arusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. Pennsylvania 2/23/2008 http://www.kbb.com/KBB/UsedCars/PricingReport.aspx? VehicleClass=jJsedCar&... 2/13/2008 REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~LE F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER John G. Stone 21-07-0024 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Angela K. Stone 1205 Gunstock Lane Spouse Mechanicsburg, PA 17050 B. C JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DAME OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~ A• Residence: 1205 Gunstock Lane, Mechanicsburg, Cumberland County, Pennsylvania ($241,000 date of death value less $173,939.92 date of death balance on mortgage, Citizens Bank#6050-560702) 67,060.00 50% 33,530.00 2 A 07112103 Citizens Bank Checking Account#620398-250-8 12.44 50% 6.22 3• A 06/12182 Susquehanna Valley F.C.U., Savings Account#2328-00 43.37 50% 21.69 4. A 06112!82 Susquehanna Valley F.C.U., Savings Account #2328-06 323.92 50% 161.96 5. A 06!12182 Susquehanna Valley F.C.U., Checking Account #2328-40 354.37 50% 177.19 6• A 07112103 Citizens Bank Checking Account #6203982966 821.68 50% 410.84 TOTAL (Also enter on line 6, Recapitulation) I S 34,307.90 (If more space is needed, insert additional sheets of the same size) Detailed Results for Parcel 1U-17-1U"Ly-164. 1 DistrictNo 10 Parcel ID 10-17-1029-164. MapSuffix HouseNo 1205 Direction Street GUNSTOCK LANE Owner! STONE, JOHN G & ANGELA K C(O PropType R PropDesc LivArea 2524 CurLandVal 56250 CurImpVal 184750 CurTotVal 241000 CurPrefVal Acreage .34 CIGrnStat TaxEx 1 SaleAmt 197000 SaleMo OS SaleDa 12 SaleCe 19 SaleYr 98 DeedBlcPage 00177-00063 YearBlt 1989 HF File Date 10!26!2004 HF_Approval_Status A n the 2004 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=10-17-1029-164.&dbselect=l 3/28/2008 St MEMBERS 1St FEDERAL CREDIT LTPIION REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner LOAN ACCOUNTS: Account Number/Suffix Date Account Established Principal Balance at Date of Death Name of Comaker Loan Type Collateral Securing Loan 264972 -00 05/12/2005 $601:47 $.02 $601.49 None 264972 -01 264972 -02 05/12/2005 06/18/2005 $3,288.14 $12,730.71 None Angela K. Stone Used Auto Used Auto 1996 Honda Accord 2003 Ford Windstar M ERS 1ST F ERAL CREDIT UNION ~~ ~~ D ise A. bVolfe Insurance Services SupE~rvisor March 11, 2008 Estate of: JOHN G. STONE Date of Death: October 3, 2006 Social Security Number: 171-38-7283 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org Citizens Bankry Account Number 6203982508 Account Title JOHN G STONE or ANGELA K STONE Date O ened 7/12/2003 Account T e Checking Principal Balance as of DOD $12.44 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $12.44 YTD Interest to DOD $ .00 Joint made on 7/12/2003 Account Number 620398296Ei Account Title JOHN G STONE or ANGl?LA K STONE Date O ened 7/12/2003 Account T e Checking Principal Balance as of DOD $821.68 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $821.68 YTD Interest to DOD $ .73 Joint made on 7/12/2003 USQUEHANNA ALL~;~ FEDERAL CREDIT UNIC)N Michael Cherewka 624 North Front Street Wormleysburg, PA 17043 Ref: Estate of John G Stone Dear Mr Cherewka, The account held by John G Stone, is account number 7267-00. Mr,. Stone had closed his account with the credit union on February 26, 2000. The account #2328 is Angela's account, under her social security number. Account #2328 was open by Angela on June 12,1982. john was the joint owner. Angela's 2328- 00 savings account had a balance of $43.37 on October 3, 2006. Account #2328-0b is a Christmas club with a balance of $323.92 on October 3, 2006, and #2328-40 is a checking account with a balance of $354.37 on October 3, 2006. A loan, #232:8-43 had a balance of $2872.33 on October 3, 2006 and John was the Co-maker on that loan. If you should have any questions, please feel free to call our office. 'Thank you. Sincerely, s ~_,~Z~ Marlgar W Fisher Operations Manager Susquehanna Valley Federal Credit Union ~'~~ 3850 HARTZDALE DRIVE • CAMP HILL, PA 17011-7809 C~~ LOCAL: (717) 737-4152 TOLL FREE: (s00) ~4E-1454 FAX. (717) 737-OSS9 REV-1570 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE 6 INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY FILE NUMBER John G. Stone 21-07-0024 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBS DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °f° OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~~ Brinjac Engineering, Inc. 401K Profit Sharing Plan 64,167.16 100 0.00 64,167.16 Loan from Plan, Remaining Balance due $9,394.70 TOTAL (Also enler on line 7 Recapifi~lation) 5 I 64,167.16 (If more space is needed, insert additional sheets of the same size) REU-1511 EX+ (12-99) SCHEDt~LE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER John G. Stone 21-07-0024 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpizzi Funeral Home 7,000.00 e. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 0.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3, 500.00 claimant Angela K. Stone street address 1205 Gunstock Lane city Mechanicsburg state PA .zip 17050 Relationship of Claimant to Decedent 4. Probate Fees 75.00 5. Accountant's Fees 0.00 6. Tax Retum Preparer's Fees 0.00 7. TOTAL (Also enter on line 9, Recapitulation) I $ 10,575.00 (If more space is needed, insert additional sheets of the same size) November 27, 2006 Mrs. Angela Stone 1205 Gunstock Lane Mechanicsburg PA 17050 Angela Stone, Executor Estate of John Stone 1205 Gunstock Lane Mechanicsburg, PA 17050 CLAIM FOR FAMILY EXEMPTION I, ANGELA STONE, surviving widow of John Stone, deceased, hereby claim the family exemption of $3,500.00, payable under Section 3121 of the Probate, Estates and Fiduciaries Code, on behalf of myself and my children, and request that same be paid to me in cash immediately. ice- ge;la Stone RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Receipt Date: 1/09/2007 Cumberland County - Register Of Wills Receipt Time: 10:14:24 One Courthouse Sgware Receipt No.: 1046902 Carlisle, PA 17613 STONE JOHN G Estate File No.: 2007-00024 Paid By Remarks: STONE ANGELA K AJW ------------------- Fee/Tax Description PETITION LTRS ADM SHORT CERTIFICATE JCP FEE AUTOMATION FEE Check# 5450 Total Received......... Receipt Distribution ------------- ------- ---- Payment Amount Payee Name 20.00 CUMBERLAND COUNTY GENERAL FUN 40.00 CUMBERLAND COUNTY GENERAL FUN 10.00 BUREAU OI? RECEIPTS & CNTR M.D 5.00 ----------- - CUMBERLAND COUNTY GENERAL FUN --- - 75.00 75.00 REV'1512 EX+ (t2-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDVLE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER John G. Stone 21-07-0024 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, inclwiing unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t Citibank, N.A., Account #5398700012681320 2,481.34 2. American Education Services, Loan No. 57-9128-3212 1,286.02 3. Chase Bank, USA, N.A., Account #4266812133834126 12,606.83 4. PHEAA 2,191.77 , 5. Susquehanna Valley F.C.U., Car Loan-1998 Dodge Intrepid, Account No. 2328-43 2,872.33 6. Members First F.C.U., Car Loan -1996 Honda Accord, Account No. 264972-01 3,288.14 7. J. C. Penney 108.75 8. Catherine's, Account #6011661372381809 169.10 9. Cingular,Account#34774745-001-40 360.87 10. Home Depot, Account No. 6035320104500341 5,347.93 TOTAL (Also enter on line 10, Recapitulation) S I 30,713.08 (If more space is needed, insert additional sheets of the same size) USQUEHANNA ALLEY FEDERAL C R E D I T U N I O N Michael Cherewka 624 North Front Street Wormleysburg, PA 17043 Ref: Estate of John G Stone Dear Mr Cherewka, T'he account held by john G Stone, is account number 7267-00. Mr. Stone had closed his account with the credit union on February 26, 2000. The account #2328 is Angela's account, under her social security number. Account #2328 was open by Angela on June 12,1982. Jahn was the joint o~mer. Angela's 2328- 00 savings account had a balance of $43.37 on October 3, 2006. Account #2328-06 is a Christmas club with a balance of $323.92 on October 3, 2006, and ~#2328-40 is a checking account with a balance of $354.37 on October 3, 2006. A Ioan, #23:?8-43 had a balance of $2872.33 on October 3, 2006 and John was the Co-maker on that loan. If you should have any questions, please feel free to call our office. Thank you. Sincerely, ~d~~~'~/ Margar W Fisher Operations Manager Susquehanna Valley Federal Credit Union ~'~~ 3850 HARTZDALE DRIVE • CAMP HILL, PA 17011-7809 ~~~ LOCAL. (717) 737-4152 TOLL FREE: (E00) ~4E-1454 FAX: (717) 737-OSE~ St MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT; Account Number/ Suffix Date Account Established Principar Balance at-Date of-Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner LOAN ACCOUNTS: Account Number/Suffix Date Account Established Principal Balance at Date of Death Name of Comaker Loan Type Collateral Securing Loan 264972 -00 05/12/2005 $601.47 $.02 $601.49 None 264972 -01 05/12/2005 $3,288.14 None Used Auto 1996 Honda Accord 264972 -02 06/18/2005 $12,730.71 Angela K. Stone Used Auto 2003 Ford Windstar M ERS 1ST F ERAL CREDIT UNION /~ ~,~ • Git/i D is~~ e Ag~Wolfe Insurance Services Supervisor March 11, 2008 Estate of: JOHN G. STONE Date of Death: October 3, 2006 Social Security Number: 171-38-7283 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ' REV 1513 EX* (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~LE J BENEFICIARIES ESTATE OF FILE NUMBER John G. Stone 21-07-0024 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [nclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 ~ Angela K. Stone Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 S, 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 E (If more space is needed, insert additional sheets of the same size) Inventory of the Real and Personal Estate of JOHN G. STONE 1. Members ls` Federal Credit Union Savings Account #264972-00 2. 1996 Honda Accord Fair Condition 3. 1998 Dodge Intrepid Sedan, Fair Condition ~....,. >,i~ S ~=si~~ C7 __ ~ '' -~ ~. _.~ 1 __, --; 601.49 2,025.00 1,575.00 ?= ~_~ c._. L:_ c% r,~ x~ c,rt a°•, -'~ -, l -, _~ $4,201.49 COUNTY OF CUMBERLAND SS ANGELA STONE, being duly sworn according to law, deposes and says that she is the Administrator of the Estate of John G. Stone, late of Mechanicsburg, Cumberland County, Pennsylvania, deceased and that the within is an inventory made by Angela Stone, the said Administrator of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent its fair value as of the date of decedent's death. Sworn and subscribed before me, 2008, ~~ lESIIE G 1EA~N Notary Public INSTRUCTIONS ,4 ~-G~ A ela Stone, Administrator Month Year 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personality or reality. 4. See Article IV, Fiduciaries Act of 1949. ~ w o Q ~ ° ~ ~ a W h U ~ ~ W ~ ~ ~ ~ o ~ ~ U Z ~ o ~ ., ~ ~ ~ o a ~ c~ i ~ U ~ o Z ~ ,~ w a x 0 0 O Law Offices of Michael Cherewka 624 North Front Street Wormleysburg, Pennsylvania 17043 (717) 232-4701 (717) J01-3770 Fax (717) 232-4774 June 10, 2008 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, .PA 17013 r-~~ _~ -~ =~ L... -„ "„ - ~~ `-~ .. c.: =~~,~, J; __, ' __._ J ,~. a~ RE: F~tate of John. G. Scone Our File No. 2549.02 Enclosed please find RF.V 1.500, Inheritance. "1'~x Return for Resident Decedent and Inventory. There is no tax due. Also enclosed is our check in the amount of $30.00 to cover the cost of filing the invent~~xy and. the Return.. [f you nave any ques~io. s, please call the undersigned. Thank you for your consideration in this matter. Very truly yours, ~chael Cherewka MC/11 Enclosures „ <~ ,~ ,,,,>,>„ ~;,~ ~_ S~ ry ~' ~~ll_ i 4 a. 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