HomeMy WebLinkAbout02-0247 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of ~'r'O__c~ Le~. ~'~-~dJ"'. No.
also known as To:
Register of Wills for the
Deceased. County of CUI~BERLP~ND in the
Social Security No. I ~ ~~ ~2~ ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ~'~. ~ for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in EL~.~_]' I~.~q.~ ~County, Pennsylvania, wit~
h ~ ~ last family or principal residence at ~ ~. ~~,
(list street, number and municipality)
Decendent, then ~ ~ years of age, died ~ ~r
at
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) ~1 personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Petitioner.__ after a proper search ha ~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
_ Name ~ Relationship,. e,,.Residenc
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF C.c)v~Lo~c'(e~,~ ss
The petitioner(s)above-named swear(s)or affirm(s)that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly adminisIer the estate according to law.
Sworn to or affirmed and subscribed c ~~
b~re me this 7 ~ day of ] ~ ~
< L Marc~% /J '~ 2002J
~ ~. ~ negist~r"
No. 21-2002-247
Estate of FRED LEE STONE JR. , Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW MARCH 8 th ~ 200,~n consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that FRED LEE STONE JR
is/0~l~entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to ANNA S_~T~NE
in the estate of FRED LEE STONE JR.
MARY C. LEWIS '
FEES
Letters of Administration ..... $ 18.013 MARK FERREE BAYLEY #87663
Short Certificates(4 ) .......... $ 12.00 ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ................ $__ 155 S. HANOVER STREET
JCP $. 5.00
TOTAL __ $ 35.00 ADDRESS
Filed Ma~¢h..8.~h.,.20O-2 A~l:kx~Y CARLISLE, PA 17013
PHONE
(717) 243-8503
CALL~R%~f, THEN PUT LETTERS IN PROTHONOTARY~'.AT'~Y'S'FILE
105.905M$ REV.(09/01 )
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Robert S. (Zim4nerman, Jr., MPH Charles Hardester
Secretary of Health State Registrar
0102059 .or o
No. Date
H10S. 14~ Rev. 2/87 ' COMMONWEAL?H OF PENNSYLVANIA · DEP~R?MEN? OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
pr. 12,1966 ·
. . ~rlisle, PA ~,~ ~,~
Dauphin .. De~ T~. .. M.S. H~shey Me~c~ Center ],~.~o~ ....
~:~) I ~ ~ [ E~ I ~
,,,Electrici~ ,,~ Unioo 1,,. 1,,. ] 4 "- Divorced "-
329 No~h ~t St.
~rlisle, PA 17013 ~' ,~.~ C~rl~d ~ ~'~
,~,.~
~ Lee Stone, Sr. ~,,. k,n=
~a Stone ~. 329 North ~st St.
~0 ~0,,~ ~t. 18, 2~1 ~rland Valley Me,rial ~rlisle, PA
~- ~RE~ Hoff~n-Roth ~eral H~
=,. 012748 L N. H~over St., ~rlisle, Pa 17013
I
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~ O P'~ ~'~ ~ I~. I~
CERTIFICATION OF NOTICE
UNDER RULE 5.6 (a)
Name >f Decedent: Fred Lee Stone, Jr.
Date o ~'death: October 14, 2001
Will N o. N/A
Admir No.200h-00247
TO TI- E REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules vas served on or mailed to the following beneficiaries of the above captioned estate.
Name Address
Terri hirk 185 Peakview Road, York Springs, PA 17372
Guardi an of Amber N. Stone
Terry ~;hirk 185 Peakview Road, York Springs, PA 17372
Guardi an of Jesse L. Stone
Notice has now been given to all persons entitled thereto under Rule 5.6 (a).
Respectfully submitted,
I
Mark F. Bayley, Esquire
~ :~ 155 South Hanover Street
~: 'i:: Carlisle, PA 17013
.~ -::,,.,...,= ~ (717) 241-6070
ID ~ Supreme Court ID # 87663
Capacity as Counsel for
Personal Representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~'
Date of Death: ~(~ '- [ q~' 0 '[
Will No.: ~-~ Admin. No.: Z["'
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes [--] No ~
2.If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: {~"[~ ~ O ~ q
3. If the answer to No. 1 is Yes, state the following:
a.Did the personal representative file a final account with the Court?
Yes _ No [-']
b.The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [-'] No [--]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this .
Signature
:' ': Name
Address
Telephone No.
Capacity: [--1 Personal Representative
[~ Counsel for personal representative
JRD/June 30, 1992/17858
In Re: Estate of Fred Lee Stone Jr ' ORPHANS' COURT DIVISION
Late of Carlisle Borough ' COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 21-02-0247 ' PENNSYLVANIA
NO. 21-02-0247
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Anna Stone
Counsel for Personal Representative: Mark F Bayley
Date of Decedent's Death: 10/14/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 11/08/04 . ~
~l~r~la-Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
No. 3. If the Status
A heahng is scheduled for at in Co,room ~ ~ Repo~ is filed phor to
the he~ing date, the hearing will automatically be cancelled·. :}
:~ ,/ ~' ',,~ ;S / ~.~
George:E. ~offer,'P.J.
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: F~c_,l t~l~ ~-~L/~ JC-
Date of Death: [0- Iq"- ~(~7)¢ [
Will No.: Z t - 0 ~ - ~ ~ q q Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Nog
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: ~o,r I,/ ~d)O3'~
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a ffmal account with the Court?
Yes _ No ['-]
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes i~] No ['-']
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this r~o~. ,~,
Signature
Name / / -
Address ~P-/~
· '.j-t Telephone No.
~ Capacity: Personal Representative
":~':,:~ :: Counsel for personal representative
ltf't_l_U....1
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*1
COMMONWEALTH OF PEIfiBYLVANI~
DEPARTMENT OF REVENUE
DEPT. 28lMlO1
H.llRRISllURG,PA 17128-0801.
~~.._---
FILE NUMBER
21 02
COUNTY CODE YEAR
SOCIAl. SECURnv NUMBER
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
00247
NUMBER
~
z
~
lil
o
DECEDENTS NAME (LAST, FRST, AND M[)DLE 1N1T1Al)
Stone, Jr., Fred Lee
DAlE OF DEATH (MM-DD-YEAR) DAlE OF BRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
168-48-3064
10/14/2001
04/12/2066
REGISTER OF WILLS
SOCIAL SECURnv NUMBER
(IF APPLICABLE) SURVN'ING SPOUSE'S NAME (lAST, FRST AND MDOlE 1N1T1Al)
1. Original Return
2. Supplemental Return
3. RemainderRetum (date afdeath priorto 12.13-82)
o ... Limited Estate
o
o
o 4a. Futl.n Intentst Compromise (date afde8th
afler12.12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. SpouaalPovertyCredit(dateofdeathbetween
1 1-91 and 1-1
THIS ECTION MUST BE COMPLET1!D. ALL CORRElIPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE IlIRI!CTED TO:
COMPlElE MAILING ADDRESS
o 5. Federal Estate Tax Return Required
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
r:j!Z
"'w
15~
ull
Mark F Bayley
IRM NAME (If applicable)
Rominger, Bayley & Whare
PHONE NUMBER
717/241-6070
155 S. Hanover St.
Carlisle, P A 17013
,'-"'"
(1) None
(2) None
(3) None
(4) None
---,-
(5) 13,685.43
(6) None
(7) -0-
(8)
(9) 16,193.61
(10) 2,314.05
13,685.43
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"
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Oeposils & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate BKling Requested
7. Inter-Yivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross _ (Iotal Lines 1-7)
9. Funeral Expenses & AdminislratNe Costs (Schedule H)
10. Debts 01 Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
18,507.66
,.,~
.Li1
(11)
12. Net Yalue of Estate (Line 8 minus Line 11)
(12)
(13)
insolvent
13. Charitable and Go.emmental BequeslslSec 9113 Trusts lor which an election to tax has not been
made (Schedule J)
14. Net Velue Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
il 16.Amount of Line 14 taxable at lineal rate x .045 (16)
"
5
.. 17. Amount of Line 14 taxable at sibling rale x .12 (17)
:E
8
" 18. Amount of Line 14 taxable at collateral rate
.. x .15 (18)
~
19. Tax Due (19)
20. 0
CHECK Ht:RE IF YOU ARE REOUESTI',G A REFU'JO OF A'J OVERPAY"PJT
>>BE __TO _ALL QUEStlONllON REVERSE S1IlE AND RI!CHECK MATH..
Copyrighl2000 fonn software only The Lacmer Group, Inc.
Fonn REV.l500 EX (Rev. 641)
Decedent's Complete Addl'llss:
STREET ADDRESS
329 North East Street
CITY
Carlisle
ISTATE PA
I ZIP 17013
Tax Payments and Cl'lIdits:
1. Tax Due (Page 1 Une 19)
2, CredilsJPayments
A. Spousal Poverty Credft
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnteresllPenalty (0 + E)
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If line 1 + line 3 is greater than line 2, enter !he difference. This is the TAX DUE.
A, Enter the interest on the tax due.
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 0,00
(SA)
(5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X' IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;..................................................................................... ~ I
b. retain the right to designate who shall use the property transferred or its income;.........................................
c. retain 8 reversionary interest; or.... ................................................. ...................... ...................hn................
d. receive the promise for life of either payments, benefits or care?.........................................................
2. If death occurred _ December 12, 1982, did decedent transfer property within one year of death without
receiving edequate consideration?.......................................................................................................................... D ~
3. Did decedent own an ~n 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? .......................................................................... ................... ......................... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Undef penalties of perjury, I decI8re that I haw 88Tlined this feQm, including accompanying schedules WId statements, Met to the best of my knowledge and betief, it is true, COl1tlCt
WId complete.
Dec:IIntionofprepareroCherttWl the personal ,~_.~.e is based on all information of which Pf9P8l'8I'has any knowledge.
SlGNAlURE OF PERSON RESPONSIBLE FOR FL RElURN ADDRESS DA
Is An ~..
329 N, East St.
Carlisle, P A 17013
ADIlRESS
155 S, Hanover St.
Carlisle, PA 17013
_(:TEO~
ADDRESS
For dates of death on or _ 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
sunliving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)1-
For dates of _ on or _ January 1, 1995. the tax rate imposed on the net wlue of transfers to or for the use of the suNiving spouse is 0%
[72 P.S, ~9116 (a) (1.1) (i1)]. The statute does nolexemot a lransferto a suNiving spouse from tax, and the statutory requirements for disclosure
of assets and flUng a tax retum are still applicable even W!he sunliving spouse is the only beneficiary.
For dates of death on or _ July 1, 2000:
The tax rate imposed on the net value of transfers from a dIeoeased child twenty-one yea'" of age or younger at death to or for the use of a natural
parent, an edoptNe parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)1-
The tax rate imposed on the net wlue oflransfe", to or for the use of the decedenfs Uneal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value oftranstera to or lor !he use of the decedenfs silllings is 12% [72 P.S. ~9116 (al (1.311. A slbHng is dlefined,
under Section 9102, as an individual who has at least one parent in common with the decedent, _ by blood or adoption.
COMMONWEALTHOFPENNSYLV~A
INI'ERITANCETM RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC. I
PERSONAL PROPERTY j
.
I FILE NUMBER
21 - 02 - 00247
ESTATE OF
Stone, Jr., Fred Lee
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the rig hI of
survivorship must be dISclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE
OF DEATH
2
Clothing and personal effects
0.00
3
PNC Bank Account #50-0217-0313 (PNC statements attached)
820.90
4
mEW Local No. 143. death benefit
7,000.00
5
Department of Veterans Affirirs burial & plot allowance
1,500.00
6
U.S. Treasury Federal Income Tax Refund
4,364.53
TOTAL (Also en1er on LIne 5, Recapitulation)
13.685.43
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
CQMMONWEAlll-l OF PENNSYLVANtA
INHERITANCE TAX RETURN
RES~~NTDECEDENT _
Stone, Jr., Fred Lee
FILE NUMBER
21 - 02 - 00247
ESTATE OF
. i
This schedule must be comoleted and filed if the answer to any of ouestions 1throu"h 4 on 080e 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF
Include the name of the transferee, their relationship to decedent and the date of transfer. DECO'S EXCLUSION TAXABLE VALUE
NUMBER Attact\actYiY'lofthe<teedfarrealestal.e. VALUE OF ASSET INTEREST (F APPLlCI\BlE)
I mEW Local No. 143, Qualified Retirement Annuity Plan, No. .
I 17,855.80 100% 17,855.80 0.00
, 002. Not subject to inheritance tax under PA Regulations
because decedent was an employee, 35 years old and unable tc
withdraw funds. Statement is attached.
I
.
I
.
,
,
I I
I I
L
TOTAL (Also enter on line 7, Recapitulation)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAlTHOFPE~YLVAMA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
,.,.... 21 - 02 - 00247
ESTATE OF
Stone, Jr., Fred Lee
Debts of decedent must be reported on Schedule I.
..
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
I Hoflinan-Roth Funeral Home, Inc., funeral 7,312.50
B. ADMINISTRATIVE COSTS: 1,512.00
1. Personal Representative's Commissions
Anna Stone
Social Security Number(s) I EIN Number of Personal RepresentatMo(s):
Street Address 329 N. East St.
City Carlisle Slate PA Zip 17013
-
Year(s) Commission paid 2004
2. Attomey's Fees Rominger & Bayley / Dale F. Shughart, Jr. 2,064.00
3, Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) 3,500.00
Claimant Anna Stone
Street Address 329 N. East Street
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Mother
4, Probate Fees Cumberland County Register of Wills (Filing fees) 75.00
5, Accountant's Fees Greenawalt & Associates 430.00
6, Tax Retum Preparer's Fees
7. Other Administrative Costs
I Sentinel (Advertising) 84.11
2 Cumberland Law Journal (Advertising) 75.00
Total of Conllnuation Schedule(s) 1,141.00
TOTAL (Also enter on line 9, Recapitulation) 16,193.61
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALlli OF PENNSYlVANiA
INHERITANCE TAX RETURN
~E_~IDENT DECEDENT
. - -IFH-E N~~~:2~-::7-.
\ 25.00
I
,
ESTATE OF
Stone, Jr., Fred Lee
3 Postmaster, postage
4 Department of Vital Records (Death Certificates)
6.00
5
Anna Stone, Reimburse miscellaneous out of pocket expenses fur travel, long distance telephone
calls, postage, etc.
555.00
6
Reserve fur Account
500.00
7
C1GNA expense charge
25.00
8
Register of Wills, filing fee fur inheritance tax return and inventory
30.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT'
ESTATE OF
Stone, Jr., Fred Lee
I FILE NUMBER
I 21 - 02 - 00247
Include unrelmbursed medical expenses.
ITEM
NUMBER
I Belco Visa, credit card balance
DESCRIPTION
AMOUNT
215.50
2
MSHMC Physicians Group, medical bills
20.00
3
Per Capita Tax, taxes
28.50
4
Capital Tax Collection, taxes
2,050.05
TOTAL (Also enter on Line 10, Recapitulation)
1,314.05
,
-'INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OR 45201
DEPARTMENT OF THE TREASURY
Date: FEB 1 2 2003
BOARD OF TRUSTEES OF THE IBEW LOCAL
143 ANNUITY FUND
C/O CHARLES W JOHNSON
PO BOX 98
CAMP HILL, PA 17001-0000
Employer Identification Number:
23-2520680
DLN:
17007060065022
Person to Contact:
GEORGE NIXON ID# 52038
Contact Telephone Number:
(877) 829-5500
plan Name:
IBEW LOCAL NO 143 ANNUITY FUND
plan Number: 002
--.!l.ear Applicant:
We have made a favorable determination on the plan identified above based
on the information you have supplied. Please keep this letter, the application
forms submitted to request this letter and all correspondence with the Internal
Revenue Service regarding your application for a determination letter in your
permanent records. You must retain this information to preserve your reliance
on this letter.
Continued qualification
on its effect in operation.
Regulations. We will review
of the plan under its present form will depend
See section 1.401-1(b) (3) of the Income Tax
the status of the plan in operation periodically.
The enclosed Publication 794 explains the significance and the scope of
this favorable determination letter based on the determination requests
selected on your application forms. publication 794 describes the information
that must be retained to have reliance on this favorable determination letter.
The publication also provide examples of the effect of a plan'S operation on
its qualified status and discusses the reporting requirements for qualified
plans. Please read publication 794.
This letter relates only to the status of your plan under the Internal
Revenue Code. It is not a determination regarding the effect of other federal
or local statutes.
This determination is subject to your adoption of the proposed amendments
submitted in your letter dated 2/7/2003. The proposed amendments
should be adopted on or before the date prescribed by the regulations under
Code section 401(b).
This determination letter is applicable for the amendment(s) executed
on 2/15/94 & 5/17/94.
This determination letter is also applicable for the amendment(s) dated
on 12/19/96 & 5/21/98.
This letter considers the changes in qualification requirements made by
Letter 835 (DO/CG)
-2-
BOARD OF TRUSTEES OF THE IBEW LOCAL
the Uruguay Round Agreements Act, Pub. L. 103-465, the Small Business Job
Protection Act of 1996, Pub. L. 104-188, the Uniformed Services Employment
and Reemployment Rights Act of 1994, Pub. L. 103-353, the Taxpayer Relief Act
of 1997, Pub. L. 105-34, the Internal Revenue Service Restructuring and Reform
Act of 1998, Pub. L. 105-206, and the Community Renewal Tax Relief Act of 2000,
Pub. L. 106-554.
This letter may not be relied on with respect to whether the plan
satisfies the requirements of section 401(a) of the Code, as amended by the
Economic Growth and Tax Relief Reconciliation Act of 2001, Pub L. 107-16.
The requirement for employee benefits plans to file summary plan
descriptions (SPD) with the U.S. Department of Labor was eliminated effective
August 5, 1997. For more details, call 1-800-998-7542 for a free copy of the
SPD card.
The information on the enclosed addendum is an integral part of
this determination. Please be sure to read and keep it with this letter.
We have sent a copy of this letter to your representative as indicated in
the power of attorney.
If you have questions concerning this matter, please contact the person
whose name and telephone number are shown above.
Sincerely yours,
pa~l~ ~u~
Director,
Employee Plans Rulings & Agreements
Enclosures:
publication 794
Addendum
-3-
BOARD OF TRUSTEES OF THE IBEW LOCAL
This determination letter is also applicable for the amendment{s) dated 01
10/1/01 & 11/1/01.
JUN-05-2005 21:37
PNCBRNK
412 768 3458
P.0l/01
o PNCBAN<
[Q?l~J~j ~u)
June 6, 2005
Mark Bayley
155 South Hanover Street
Carlisle, PA 17013
RE: Estate of Fred L. Stone, deceased
SSN: 16&-48-3064
DOD; 10/14/2001
Dear Mr. Bayley:
in mponse to your request for Date of Death balances for the llU5tOmer 1\Oled abo~, our
records show the following:
Saviap A_lint
Account #5002170313
Established 08/13/1999
FRED L STONE
DOD balance: $40.00 + $.01 accrued interest
Please note that this office only provides date of death balaooes for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process ..y liuDeW
trusactioas Or p...vide statemeDla. It yOU need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNe Bank branch
office.
Sincerely,
~~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 fil'$\Avc.
Pi.......IIl\PA 1S219
Member FDIC
TOTAL P.01
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.or00.D(,~"1 nrQi"'r !"\r NOTICE OF INHERITANCE TAX
BUREAU OF lNOIVIDU""=~l!}t!j IX' 'vt tx APPRAISEMENT, ALLDIIANCE OR DISALLOlIANCE
INl-ERln.NtE TAX DIVISION !-, ~ (\ OF DEDUCTIONS AND ASSESSI1ENT OF TAX
PO BDX 280601 ,- 1,
HARRISBURG PA 17128-0601
08-22-2005
STONE
10-14-2001
21 02-0247
CUMBERLAND
101
APPEAL DATE: 10-21-2005
(See reverse side "nder Objections)
Amount Remi't1:ed I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS -
REY: i547 - EX - AFj. '( 03:05) - NOTICE-OF - INHERITANCE - TAX-APPRAISEMENT: - ALLOWANCE-DR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRED L FILE NO. 21 02-0247 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2CQ~
".... ....)0
,} ..)
P;-] l'j:
24
r-.,:,'~, '
'-...../r'
MARK F J@:VLEV
ROMINGER ETAL
155 S HANOVER ST
CARLISLE
;".\
PA 17013
ESTATE OF
STONE
DATE 08-22-2005
TAX RETIIRM liAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedula A)
2. Stocks and Bonds ISchedule B)
3. CloselY Held Stock/Partnership Interest (Schedule C)
4. Mortg.ges/Notes Receivable (Schedule DJ
6. C.shllank D.posits/Hisc. Personal Property (Schedule El
6. JointlY Owned Property (Schedule Fl
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
\1)
(2)
(3)
l'l)
(5)
(6)
(7)
.00
.00
.00
.00
13.685.43
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Am.. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens lSch&dule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charltabl./Govern.ental BeQUestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assess.ent was issued previously, lines
re1'lect figures that include the total 0'" a!...!:.
ASSESSMENT OF TAX:
15. Alnount oi Line 14 at Spousal rate US)
16. A.aunt of Line 14 taxable at Lineal/Class A rate (16)
17. A~unt of Line 14 at Sibling rate (17)
18. ARount of Line 14 taxable at Coll.taral/Class B rate (18)
19. Principal Tax Dua
XC:
+
INTEREST/PEN PAID 1-)
DATE
NUHBER
~
(9)
110)
16,193.61
*'
REY~1547 EX AFP (96-95)
FRED
L
2.314.05
111)
(12)
113)
11'l1
NOTE; To insure pf'oper
credit to your account,
submit tha upper portion
of this forB with your
tax paYlNIIlt.
13,685.43
lA.IiR7 66
4,822.23-
.00
4,822.23-
14, 15 and/or 16. 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
119)=
.00
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DlIE IS REFLECTED AS A "CREDlr' ICRl, YOU MAY BE DUE
A REFUND. SEE REVERSE SID); DF TNTc:. IC'nDlol rn" ...........-..-------
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
STONE ANNA
329 N EAST STREET
CARLISLE, PA 17013
RE: Estate of STONE FRED LEE JR
File Number: 2002-00247
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/14/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
&.dL~~)~
/ /
. ,
GLENDA FARNER STP~SBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
v't:
Cumberland County - Register Of Wills
One Courthouse Square
Carlisler PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
BAYLEY MARK F
155 S HANOVER ST
CARLISLEr PA 17013
RE: Estate of STONE FRED LEE JR
File Number: 2002-00247
Dear Sir/Madam:
It has corne to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO.
103 SUPREME COURT RULES DOCKET NO. lr for decedents dying on or after
July 1r 1992r the personal representative or his counselr within two
(2) years of the decedent's deathr shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/14/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYr
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
'\.- (,...
.
Register of Wills ofeumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDeccdent: ---Irf c:l SW./U. \ Jr '
Date ofDeath: ~ 0 - i i -0 I
Estate No.: 1/ t ~ 0'7- - 'l '..f1
Pursuant to Rule 6.12 of the Supmne Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State ~ber administration of the cstate is complete:
Yes ~ No 0 .
2. Jf the answer is No, state when the personal representative reasonably believes that
the admin.istration will be complete:
3. Jf the answer to No. 1 is Yes, state the follOwing:
a. Did the person~~sentative file a finaJ account with the Court?
Yes 0 No LX
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the panies in
.interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or infonnal
accounts may be filed with the Clerk of the . ans' Court and may be
Date: _I D -l i "'bSd to this report.
"Y:J
Signature
rAA (Ark &'1 U I (;~ f
Name (( (
(<;sC;, [-Mv(uJ€{ Sf. CcAJ(,'s.ls2
1
Address
~~ \ (paID
Telephone No.
\ " .c......"ity:
l' . \J '5UUV
(\ .'. \J(~ .\ \ ..J
Lv ,'\ ".
Qjersonal Representative
P'f Counsel for personal representative
t"',~Y'
.>)" " \r., nJ("\'':I(JJJQ
" y\\Jj'J \.D""
J'J ,J'..J J
~1/
,.
.
F AMIL Y SETTLEMENT AND FINAL RELEASE
/'h)
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, "
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1,"
,r."-
l~;
t-,
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:>
IN
ESTATE OF FRED LEE STONE, JR. L~
I
t=:-
(File No. 21-02-00247) p
t-J
I
KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Fred Lee Stone, Jr., l.te
of Carlisle, Cumberland County, Pennsylvania, deceased, died intestate on October 14, 200 1 ~
WHEREAS, Anna Stone was appointed as personal representative;
,
WHEREAS, letters of administration on the estate of the said decedent were duly iss*ed
by the Register of Wills of Cumberland County, Pennsylvania, to the said personal
representative;
WHEREAS, the said personal representative has gathered the assets of the estate oft*
said decedent and the assets consist of cash; to a total value ofthirty-thousand-three-hundredt
three Dollars and forty-six Cents ($30,303.46) as set forth in the informal accounting, which {s
attached hereto and made a part hereof, and marked Exhibit "A";
WHEREAS, the debts and deductions, including the payment of inheritance tax in thel
I
i
I
said estate, amount to seventeen-thousand-four-hundred-seventy-two Dollars and sixty-six C1nts
I
($17,4 72.66), leaving a balance for distribution of twelve-thousand-eight-hundred-thirty Doll~s
and eighty Cents ($12,830.80);
WHEREAS, the balance for distribution as shown in the informal accounting marked !s
I
I
Exhibit "A" will be distributed as herein indicated in accordance with the laws ofPennsylvanifl;
v
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PAGE 2 - F AMIL Y SETTLEMENT AND FINAL RELE~SE
ESTATE OF FRED LEE STONE, JR
,
I
NOW, THEREFORE, KNOW YE, that we, the undersigned beneficiaries of said
decedent, and being the persons entitled to inherit under the laws of Pennsylvania, do hereby
agree that we will receive from the aforesaid personal representative, in full satisfaction and
payment of all sum or sums due to us under Pennsylvania law:
,
"
i
Jesse L. Stone will receive a total of six-thousand-four-hundred-fifteen Dollars and falty
Cents ($6,415.40) in cash plus half of any surplus cash resulting from interest at the time thiS!
Family Settlement and Final Release is fully executed;
Amber N. Stone will receive a total of six-thousand-four-hundred-fifteen Dollars and
forty Cents ($6,415.40) in cash plus half of any surplus cash resulting from interest at the time
this Family Settlement and Final Release is fully executed;
I
Anna Stone will receive a total of three-thou sand- five-hundred Dollars ($3,500.00) in!
cash, which represents the family exemption, one-thousand-five-hundred-twelve Dollars
($1,512.00) in cash, which represents her Representative's Commission, and seven-thousand-i,
seven-hundred-sixty-seven Dollars and eighty-eight Cents ($7,767.88), which represents her ~ut
of pocket expenses, at the time this Family Settlement and Final Release is fully executed; th~
total amount Anna Stone is to receive with regard to the above items is twelve-thousand-seve~-
hundred-forty-nine Dollars and five Cents ($12,749.05); Anna Stone acknowledges by signitig
below that she has already received eight-thousand-two-hundred-eighty Dollars and ninety-foin-
Cents ($8,280.94) in estate funds to date and will receive a total offour-thousand-four-hundrdd-
..
,
PAGE 3 - FAMILY SETTLEMENT AND FINAL RELE.j\SE
ESTATE OF FRED LEE STON~, JR
I
ninety-eight Dollars and ninety-four Cents ($4,498.94) in cash at the time this Family Settlerrl.ent
and Final Release is fully executed;
AND, we hereby stipulate that in order to avoid the expense and time involved in the
filing of a formal account and schedule of distribution, we agree that no account is necessary.and
I
I
I
we do hereby agree that we do consent to distribution being made without the filing of an
I
account and schedule of distribution, the same to be with the same force and effect as if they had
been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas,
Cumberland County;
THEREFORE, we do hereby remise, release, quitclaim and forever discharge the lawl
I
office of Rominger, Bayley & Whare and Dale F. Shughart, Jr., Esquire, as well as said persdnal
representative, Anna Stone, their heirs, executors, and administrators and assigns, from all I
I
I
actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by rea(son
I
I
thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of1ie
said decedent, and we do further hereby covenant and agree that should any liability come dJe to
I
the estate of the said decedent after the signing of this agreement, we do hereby covenant anq
I
agree that we will contribute our share of the estate to satisfy any and all claims, demands, sdits,
or causes of action which may be successfully prosecuted against the said estate, the law offi~e
I
I
of Rominger, Bayley & Whare and/or Dale F. Shughart, Jr., Esquire, or the aforesaid person~l
representative after the signing of this family settlement and final release.
..,
,
PAGE 4 - FAMILY SETTLEMENT AND FINAL RELE.}SE
ESTATE OF FRED LEE STONE~ JR
Witness: ('I
\uJl( ~
r(J'/IJ:7
I
Date
CO.MMONWEALTH OF PENNSYLVAj. NIA
,.. In I :SS.
COUNTY OF ~(v'\l.IP(qC1 hUj
On this, the -1 ~ ~ day of Ocf d be- (2. , 200 ~ before me, a notary
public, the undersigned officer, personally appeared Jesse L. Stone (known to me or
satisfactorily proven) to be the person whose name is subscribed to the within instrument, an4
acknowledged that he executed the same for the purposes therein contained.
W~1~ lr. ~~
~~/ill'/~:;
Amber N. Stone Da e l
COMMONWEAL TH OF PENNSYL VANIA
COUNTY OF C L\ b'\,loo ,A C{ VI C/ ~ SS.
. (.2 ~ '('1r-10' lO,J/7 ()i
On this, the 7 day ofJ-L 1~1/C , 20~, before me, a notary
public, the undersigned officer, personally appeared Amber N. Stone (known to me or
satisfactorily proven) to be the person whose name is subscribed to the within instrument, anf
acknowledged that she executed the same for the purposes therein contained. I
!
IN WITNESS WHEREOF, I hereunto
NOTARIAL SEAL
DALE F SHUGHART NOTARY PUB Ie
CARLISLE BORO CUMBERLAND COUN PA
MY COMMISSION EXPIRES JANUARY 8 2009
~
j
PAGE 5 - F AMIL Y SETTLEMENT AND FINAL RELE~SE
ESTATE OF FRED LEE STON~, JR
(J{l~.lMA~) fqv
Anna Stone
/ A
/0'/ /2/ J; <S-
f
Date
Witness:
COMMONWEAL TH OF PENNSYLVANIA
CUUNTY OF CV/?JLJV ifiA,1 D
: SS.
On this, the /;?tlL day of Qi/tJA;jt> , 20oS" , before me, a notary i
public, the undersigned officer, personally appeared Anna Stone (known to me or satisfactor~ly
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.
(0" . Q /2
~~.; ,< iL<YY~'-
No Public tf /'
Nolana; St.....
lirlda J. JUIT1lJCf. Notal'( PtbIic
QdsIe Bora. QrnbelIand Cotrlly
~ CommisSiOn Ellpit'es JIjy 23. 2008
MIntI8r.~~OI"""
"
EST ATE OF FRED LEE STONE, JR.
INFORMAL ACCOUNTING
Assets:
IBEW local N. 143, Annuity
PNC Bank Account #50-0217-0313
IBEW Local No. 143, death benefit (minus 1,400.00 federal taxes)
Department of Veterans Affairs burial & plot allowance
U.S. Treasury Federal Income Tax Return
Estate Account interest through 8-31-05
Total Assets Collected:
Liabilities:
Belco Visa credit card balance
MSHMC Physicians Group, medical bills
Per Capita Tax, taxes
Capital Tax Collection, taxes
Hoffman-Roth Funeral Home, Inc., funeral
Total liabilities:
Estate Administration Expenses:
Personal Representative's Commission
Rominger, Bayley & Whare, attorney fees
Dale F. Shughart, Jr., attorney fees
Greenawalt & Associates, accounting fees
Sentinel, advertising
Cumberland Law Journal
Postmaster, postage
Department of Vital Records
CIGNA expense charge
Register of Wills, filing fees
Anna Stone, Family Exemption
Total Estate Administration Expenses:
Balance for Distribution:
EXIBIT "A"
17,855.80
820.90
5,600.00
1,500.00
4,364.53
162.23
30,303.46
215.50
20.00
28.50
2,050.05
7,312.50
9,626.55
1,512.00
1,464.00
600.00
430.00
84.11
75.00
25.00
6.00
25.00
125.00
3,500.00
7,846.11
12,830.80