HomeMy WebLinkAbout10-28-09 (3)--~ REV-1500 15D56D712D
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes cou.,ty code Year File Number
Po Box.2sosoi INHERITANCE TAX RETURN
Harrisburg, Pa 17128-oso~ RESIDENT DECEDENT 2 1 0 9 0 0 5 0 0
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
204 03 2716 05 13 2009 10 25 1920
Decedent's Last Name Suffix Decedent's First Name
MI
STaNER ANNA I,q
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
^
4. Limited Estate
^
qa Future Interest Compromise prior to 12-13-82)
F
d
l
^ 5
(date of death after 12-122) e
era
.
Estate Tax Return Required
' y g. Decedent Died Testate
(ABach copy or wa)
^ 7 Decedent Maintained a Living Trust
(attach Copy of Trusq
8. Total Number of Safe Deposit Boxes
J 9- Li6gaU°n Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A)
between 121-91 and 1-1-95)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAN M WILEY 717 432,,.9666
Firm Name (If Applicable) -- _. c:.a
THE WILEY GROUP , P C REGISTER OF 1VYILhi~USE Q~Y
First line of address ~--;-~
R~ ~ :':X7
:- ~--~
1 3 0 W . CHURCH STREET - ~~~ ~ ~" ~
Second line of address ~~'
-- -- . m
,.
`~ C'~
City or Post Office DATE FILED ~ ~~~
State ZIP Code
DILLSBURG PA 17019
Correspondent's e-mail address:
Under penaNies of perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of
it is true, correct and complete. DeGaration of preparer other than the personal representative is based on all information of which ~ knowledge and belief,
TORE OF PERSON RE~DDNSI FOB FILINQ RFTi tRAi preparer has any knowledge.
L. Stoner
iamsburg Way, Mechanicsbu
PREPARER OTHER THAN REPRESENTATIVE
PA 17050
Jan M Wiley
DATE
VGA W. Church Street, Dillsburg, PA 17019
Side 1
15D56D712D 15D560712D J
- - - C~"`
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF
Stoner, Anna Mae FILE NUMBER
21-09-00500
Under penalties of perjury, 1 deGare 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.
Signature #2
Name
Address1
Address2
City, State, Zip
Judy Stoner Wertz U --
204 Wyndham Court
Harrisburg, PA 17109
Date
J 1505607220
REV-1500 EX
Decedent's Social Security Number
oeceaenrs Name: Anna Mae Stoner
- - --
-- ----- 2 0 4 0 3 2 7 1 6
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 8 Notes Receivable (Schedule D)
.......................................................... 4.
5- Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 9 9 , 4 5 0 . 1 1
6. Jointly Owned Property (Schedule F) ~j 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 9 4 5 0 1 1
9. Funeral Expenses ~ Administrative Costs (Schedule H) ........... .........
.................
s. 1 7 0 7 8 5 3
10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................................ 10. 2 4 6 5 3
11. Tota! Deductions (total Lines 9& 10) ........................................................
..............
11. 1 7 3 2 5 0 6
12. Net Value of Estate (Line 8 minus Line 11) .............................................................
13. Charitable and Governmental Bequests/Sec 9113 Trusts fo
hi
h 12. 8 2 1 2 5 0 5
r w
c
an election to tax has not been made (Schedule J)
................................................. 13-
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 8 2 , 1 2 5 0 5
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal taz rate, or
transfers under Sec. 9116
(a)(1.2) X .00 0 0 0 15. 0 0 0
16. Amount of Line 14 taxable
at lineal rate x .045 8 2, 1 2 5. 0 5 16. 3, 6 9 5 6 3
17. Amount of Line 14 taxable .
at sibling rate X .12 0 0 0 17~ 0 0 0
18. Amount of line 14 taxable
at collateral rate X .15 0 0 0 1 ti. 0 0 0
19. Tax Due ..................................................
...................................................................
19. 3, 6 9 5. 6 3
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
1505607220 1505607220 J
REV-1500 EX Page 3
Decedent's Complete Address:
Anna Mae Stoner
ET ADDRESS
105 East Allen Street
Apt. 213
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penatty if applicable
D. Interest
E. Penalty
3,206.25
168.75
File Number 21-09-00500
1STATE
PA
ZIP
17055
Total CredBs (A + B + C)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box 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.
(1) 3,695.63
(2> 3,375.00
(3)
(4)
(5) 320.63
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56)
320.63
Make Check Payable to: REGISTER OF WILLS, AGENT
~y
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 properly transferred :...................... ^ ^
............................................................
b. retain the right to designate who shall use the ro
p party transferred or its income :.................................... ^ ^
c. retain a reversionary interest; or ..................................................................................................................
d. receive the promise for Iffe of either a x
P yments, benefds or care? ....................................... _ ^ O
2. If death occurred after December 12, 1982, did decedent transfer ro •••
receiving adequate consideration? .....................................................P ~~ within one year of death without
....................... ^ o
........................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ 0
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 A$ 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)j.
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)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disGosure of assets and filing a tax return are still applicable even if the surv'roing spouse is the only beneficiary.
For dates of death on or after Juty 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 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)j. 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-1ti08 EX+ (6-96)
COMdDNWFALTH OF PENNSVLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
wjA~tur
Stoner, Anna Mae
LE NUMBER
21-09-00500
Indude the proceeds of litgation end the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 2008 Rent Rebate:
2 Comcast (refund):
3 Eccumenical Community (refund):
4 Haar's Auction (personal property sale):
5 Highmark (refunds):
6 Kemper's Insurance (refund -renter's insurance):
7 Kilgore Eye Assoc. (refund):
8 PNC Bank Checking Account Number 5070085962:
9 PNC Bank Savings Account Number 5000974748:
10 Shenandoah Apt. (security deposit refund):
11 Susquehanna Valley FCU Account Number 7511-00:
12 Susquehanna Valley FCU Certificate Number 6416:
13 Susquehanna Valley FCU Certificate Number 8150:
14 Susquehanna Valley FCU Certificate Number 8697:
15 Susquehanna Valley FCU Certificate Number 8912:
~ VALUE AT DATE
OF DEATH
500.00
12.89
3,595.52
433.85
331.08
142.00
20.00
6,743.60
12,280.40
565.00
102.71
2,286.42
51,560.16
10,025.37
10.851.11
TOTAL (Also enter on Line 5, Recapitulation) I 99,450.11
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1161 Ex+(12-99i
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Stoner, Anna Mae
FILE NUMBER
21-09-o~5nn
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B• ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
Cdy State Zip
Year(s) Commission paid
2. Attorney's Fees The Wiley Group, PC
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cdy State
Zip
Relationship of Claimant to Decedent
AMOUNT
10,645.97
5,000.00
4. Probate Fees
260.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs
1,172.56
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 17,078.53
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
tSTATE OF
Stoner, Anna Mae
LE NUMBER
21-09-0050
ITEM
NUMBER DESCRIPTION
Funeral Expenses
1 CGWM (funeral luncheon):
2 Malpezzi Funeral Home:
Other Administrative Costs
3 Cumberland Law Journal (advertise estate):
4 Messiah Village Cleaning Services:
5 Register of Wills (add'1 short certs):
6 Register of Wills (filing fee):
7 Shenanadoah Apts. (June rent):
8 Space Smart (boxes for packing):
9 The Sentinel (advertise estate):
H-A Subtotal
AMOUNT
200.00
10,445.97
10,645.97
75.00
148.18
8.00
30.00
670.00
32.60
208.78
H-B7 subtotal 1,172.56
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev1612 EX+ (6-98t
COMI.gNN1EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENF
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, ~ LIENS
CJIHIC Vr'
Stoner, Anna Mae
Include unreimDursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Comcast Cable:
2 MCI (phone):
3 PP~L (electric):
4 VISA:
FILE NUMBER
21-09-00500
VALUE AT DATE
OF DEATH
9.26
148.40
71.89
16.98
TOTAL (Also enter on Line 70, Recapitulation) I 246 53
(If more space Is needed, addltlonal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1300 Schedule I (Rev. 6-98)
REV-1513 EX+ 19-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
Stoner, Anna Mae
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright sppc
distributions, and trs
under Sec. 9116(a)(
1 Larry L. Stoner
1660 Williamsburg Way
Mechanicsburg, PA 17050
2 Judy S. Wertz
204 Wyndham Court
Harrisburg, PA 17109
FILE NUMBER
21-09-00500
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
DECEDENT (Words)
Do Not List Trusteels) ($$$)
Son
41,062.53
Daughter
41,062.53
Total I 82,125.06
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropriate, on Rev 1500 cover sheet
III 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 0 00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
i~~~t ~c11 ~n~ (~e~t~m~r~t
OE
ANNA MAE STONER
I, ANNA MAE STONER, of Monroe Township, Cumberland
~~'-~n~=y, ~`ennsylvania, do make, publish and declare this to be
ray Last Will and Testament, hereby revoking all Wills and
Codicils by me at any time made.
ITEM I: I direct that all inheritance and
estate taxes becoming due by reason of my death, whether such
t~3~=es may be payable by my estate or by any recipient of any
property, shall be paid by the Executor out of the property
passing under ITEM IV of this Will, as an expense and cost of
adLninistration of my estate. The Executor shall have no duty
or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not
passing under this Will.
ITEM II: I direct the Executor to pay the
expenses of my last illness and funeral expenses from the
property passing under this Will as an expense and cost of
adsinistration of my estate.
ITEM III: I may leave a written statement or
list in my safe deposit box disposing of certain items of my
tangible personal property not otherwise disposed of herein.
Any sucr. statement or list in existence at the time of my death
shall be determinative with respect to all items bequeathed
Page i ~~~-
therein. If no written statement or list is found in my safe
deposit box or elsewhere and properly identified by the
Executor within thirty (30) days after the probate of my Will,
it shall be presumed that there is no other statement or list.
any subsequent discovered statement or list shall be ignored.
~.ny such property not listed in such a written statement I give
and bequeath to such of my children, LARRY L. STONER and JUDY
STONER WERTZ, living at the time of my death, to be divided
~etiJCeii iiie;r~ as they si:ail agree . Sii~u3d -mere be no
agreement, such property shall be scld and the proceeds
therefrom added to the residuary estate and divided according
to Item IV.
ITEM IV: I give, devise and bequeath all
the rest, residue and remainder of my estate, not disposed of
in the preceding portions of this Will, to my children,
LARRY L. STONER and JUDY STONER WERTZ, in equal shares. If any
of said children is not living at my death, the share of said
deceased child shall be paid to the then living issue of said
deceased child, per stirpes.
ITEM V: In addition to powers given by
law, the Executor shall have the following discretionary
powers, effective without court order:
<a)
Executor;
Fage 2
To retain any property received by the
~-
<b) To sell real estate for any purposes,
publicly or privately, for such prices and on such
terms as the Executor deems proper, without liability
on the purchasers to see to application of the
purchase moneys;
(c) To compromise controversies;
(d) io distribute income or principal in cash or
in kind, or partly in each, at valuations fixed by the
Executor at such times as are deemed appropriate;
<e) To hold investments in the name of a
nominee; and
(f) To undertake all other acts in the
Executors judgment deemed necessary for the proper
and advantageous administration and settlement of my
estate.
ITEM VI: No interest of any beneficiary
under this Will or any Codicil hereto shall be subject to
anticipation or voluntary or involuntary alienation, and the
personal receipt of such beneficiary shall be the sufficient
and only discharge of Executor unless otherwise provided herein.
ITEM VII: Any person who shall have died at
the same time as I shall have, or in a common disaster with me,
or under such circumstances that the order of our deaths cannot
be established by proof, or within thirty (30) days of my
death, shall be deemed to have predeceased me.
Page 3 ~ ,.,
ITEM VIII: I hereby nominate, constitute and
appoint LARRY L. STONER and JUDY STONER WERTZ to be the
Executors, herein collectively referred to as "Executor". The
Executor is specifically relieved from the duty or obligation
of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to
this, my Last Will and Testament, consisting of this and the
preceding three (:; pages, at the eru of each page Of w'rlich i
have also set my initials for greater security and better
identification this l4~t day of ~cew~,b~-- 19~1Z
ANN v.``t~'`__ ~ ~vt~t~ C SEAL )
OVER
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence and in
the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that
at the time of the execution thereof, the said Testatrix was of
so d d 'sposing mind and memory. .
~.
~ < SEAL) Residing at (_ ~i2 (~ayy~, ~=_
~.-`- / _ ~ ~% .~ J f ~7..Jr' '} f' ~~/~C~- (SEAL )
' ~
• ~~ ( SEAL )
l~~Cl~t~'It 15~r .~~ ~7 ()S ~~
~_
Residing at ~ `~ ~ ~ /~,~,,,~~,~ ~~,~
~J
Residing at ~~ ~-~2~5~ ~~~
~- -~~l l ~
A~OWLEDGEMEN'P
COMMONWEALTH OF PENNSYLVANIA )
rt ) SS:
COUNTY OF \i~;;z.t,zgt- )
I, ANNA MAE STONER, Testatrix, whose name is signed to
the attached or foregoing instrument, having been duly
ii c: ( ucC '
.1 Iti~: Viui:l~ Lv idW, ciG i;cxf'uy a;;iCIIG'wicCigc? il.~iGt i SI""E:2u
6
and executed the instrument as my Last Will and Testament; that
I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
~~ ~M ,~Q ~ ~.,.~,n..,~ E~~ (SEAL )
ANNA MAE STONER
Sworn to and subs ribed
beforRe~ ~m~e this /'~ day
of `~~ 19 9 2 .
tart' Public
My Commission Expires:
(SEAL) Notes Sep
~ Marie Utsh, Pty
MYCorri~ 'r F~~~996
~A~ ®f N'orarias
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF ~ cc t~[} ~j,~ ~ S S
and __~ _ ~ L.L`Y~r I: ~,-~~;~;u-~-~~r~1i~+~fc
Y' the Witnesses whose names are
vi~;i~~d t~, ..e attache:; fore ~ ~ ,
or ~ golnb itZj~_r%iIIIC'tlt, ~eiiib auiy
qualified according to law, do depose and say that we were
present and saw Testatrix, ANNA MAE STONER, sign and execute
the instrument as her Last Will and Testament; that Testatrix
signed willingly and that she executed said Will as her free
and voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testatrix signed the Will
as Witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen (18) or more years of age,
of ound ind and under no constraint or undue influence.
q ~~.
Witness ~ ~~ ~~ ~`~ ~~
Witnes
i trees s -
Sworn to and subscribed
before me .this iyf~~ day
of ~Pw,6et 19 9 2 .
tary Public
My Commission Expires:
(SEAL)
LGRG2781
r:~.~., seal
Lisa Marie l~~h, P~tery Pt~C
Fia-r'~~: , Dzuphin Coup
My Ccun;~ssar', ~~r~ Feh_ 19.1996
Merr~ir, Feru-eyivania~+ci~~vh 91 Ms~tariea
H t~o~ Pt~~hC~c
arrisExug, ~~h nhi Ccr.; ,,
Cxpiros f=e.
w
~i ~ Vi 1~.~,..
i::l
'~ ~;, ';. L~i~;; i;<~'~~ r'~C r',~~1K ! i~-lV~-2l4i
''ti :. 4 cJ, is F'.
Pl'~~
~iNG 7E1E WAY
i
June 17, 2009 k
S Sawn Gladfelter
The Wiley Group
130 W Church Street
Ste 101
Dillsburg PA 17019
RE: Anna Mae Stoner f
SSN: 204-03-2716
DOA: OS-13-2009
Dear Sir/Madam:
Irt response to your request for Date of Death (DOD} balances for the customer noted above, our
records show the following:
Checlung Account
Account # 5070035962 Established: 01-0 ! -1979
ANNA MAE STOI~'ER
DOD balance: $6,743.35 + 0.25 accrued interest
Interest paid Ol-O1-2009 t}lru OS-13-2009 $1.91 YTD
Savings Account
Account # 500097474$ Established: 04-23-1997
ANNA MAE STON]JR
DOD balance: $12,277.80 + 2.60 accrued interest
Interest paid O1-O1-2009 thru OS-13-2009 $18.90 YTD
Please note that this offee provides date of death balances for deposit accowits (IRAs, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. xf you need assistance with
any of these items, please call l-888-PNC-B,ANK (.t-888-762-2265] or stop by yoar local PNC Bank branch ~
office. i
f
I
E
f
Page 1 of 2
i
Sincerely,
'VTational Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 2 of 2
SUSQUE~HAN7NA
~~~ VALLEY
June 16, 2009
S. Dawn Gladfelter
The Wiley Group
130 W. Church St., Suite 101
Dlllsburg, PA 17019
Re: Estate of Anna Mae Stoner
Dear Ms. Gladfelter:
The following is the information you requested regarding Anna Mae Stoner's account at Susquehanna
Valley FCU. Larry L. Stoner and Judy Stoner Wertz were joint owners on all of the sub-accounts listed
below.
Date of Death Accrued Interest
Account Balance to Date of Death Date Opened
7511-00 $100.00 $2.71 12/31/1990 ~ ~ v ~- ~
Certificate - #8697 $10,016.92 $8.45 04/04/2009 ~ ~u, C~5 3'7
Certificate - #8912 $10,842.23 $8.88 04/30/2009 ~` r°, ~ ~ ~ ~ ~ i
Certificate - #6416 $2,284.48 $1.94 01/01/2006 ~ ~ ~ _y a
~ ~
Certificate - #8150 $51,503.61 $56.55 05/27/2008 .
l.;
Please feel free to contact me if you need any additional information.
Kind regards,
G~~~- S~
Kathy Jo Shoaff
Member Services Supervisor
~-~.
~~"?~'
3850 HARTZDALE DRIVE • CAMP HILL, PA 1 701 1-7809
LOCAL: (717) 737-4152 TOLL FREE: (800) 948- ] 454 FAX: (717) 737-0589
~~
Jan M. Wiley
David J. Lenox
THE WILEY GROUP
Attorneys at Law
October 27, 2009
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
In Re: Estate of Anna Mae Stoner, deceased
File Number 21-09-00500
Dear Register:
;~~,
--
„ r -
u; 7
..~ t__ ~-~
... ~.: _i
~ ~ "~
". ~
.T, rv _
r~-- "'t-I
..,
~n
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$320.63 representing the tax due, and a check in the amount of $30.00 representing the filing fee.
Please return the recording receipts to my attention in the enclosed envelope.
Thank you for your cooperation.
Sincerely,
Dawn Gla felter/Le al ssistant
g
/dg
encl.
130 W. Church Street, Suite 101 Dillsburg, PA 17019 Phone: (717) 432-9666 (800) 682-4250 • Fax: (717) 432-0426