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HomeMy WebLinkAbout04-0104Estate of J. Lester Stone also known as Junior Lester b4tone ,cial Security No. 210-26-5465 The petition of the undersigned respectfully represents that: PETITION FOR PROBATE and GRANT OF LETTERS To: Register of Wills for the County ot Cumberland in the Commonwealth of Pennsylvani Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated September 26, 2001 and codicil(s) dated N/A Decedent was domiciled at death in the l~ecedent's last family or principal residence at 1642 Pine Road Carlisle~ Pennsylvania 17013 (list street, number and municipality) Decedent, then 70 years of age, died at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Cumberland County, Pennsylvania, with January 22, 2004 after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All 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: 3,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. Charlotte F. Stone -' ' * 1642 Pine Road Carlisle~ Pennsylvania (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affir .n~ed and subscribed ~..~ ,,.~}~. ~ before me this .~'~tay of January, 2004 Charlotte F. Stone- - ' c, t Registe[,~ glenda Farner Strasbaugh No. 21-2004-0104 Estate of J. Lester Stone, ar. a/k/a Junior l.~ster Stone , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February 3rd ,2004 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 26, 2001 described therein be admitted to probate and filed of record as the last will of J. Lester Stone?c (also known as Junior Lester Stone) and Letters Testamentary are hereby granted to Charlotte F. Stone FEES $ 25.00 Probate, Letters, Etc. Short Certificates( 2 ) $ 6.00 Renunciation {1} $ 5.00 x-Page~ (1) $ 3.00 ace ~ee ~ $ m.ou Filed..F..e..b...~.....a~....3..,..2..0..0..4... 9. ~....uu Call Attorney on 2/3/04 /at°Register of Wills' menda F~er St~sb~gh Robert G. Frey, 46397 ATTORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE 21'2004-104 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert G. Frey and Sharon J. Devos (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw J. Lester Stone, the testator, sign the same and that they signed as a witness at the request of testator in his presence and in the presence of each other. Sworn to or affirmed and subscribed before ~~.~ ~ me this 30th day of Robert G. Frey J~nu. ary, 2004 , .-- _ Glenda Farner Strasbaugh ~ '~' , ~ ...... ' ~ ~ ' ~ Kegister'~t~- Sharon J. Devos 21-2004-104 RENUNCIATION In Re Estate of J. Lester Stone, also known as Junior Lester Stone, deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Dennis Stone, nominated to serve as Executor by the Last Will and Testament of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to Charlotte F. Stone. WITNESS my hand this~ ! day of:.._~L ~ ¥~_ ,2004. Dennis Stone his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9990678 No. Local Registrar JAN 22 2004 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEAL?H · VITAL RECORDS CERTIFICATE OF DEATH l ,. M '. 210 -- 26 -- 5465I" 1/22/2004 :. - .. =o ,. Junior Lester Cumberland Mill Wriqht 1642 Pi.ne Road Carlisle, PA 17013 Loster - Stone Charlotte F. Darr Stone ~ [] c,.,,.~, [-I Stone ~. 1642 Pine Road; Carlisle, PA 17013 · ,~ ID ,,,. 1/24/2004 ~umberland Valley Mem. Grds ,,,. Carl~]o, PA 1701~ ~~'~ ~~ la,. FD 012633 L I~ino Brothers ~eral H~, Inc., ~r]~]e, PA 1~4. u. I~. / i LAST WILL AND TESTAMENT OF J. LESTER STONE, JR. I, J. LESTER STONE, JR., married man, of Penn Township, Cumberland County, Pennsylvania (mailing address: 1642 Pine Road, Carlisle, Pennsylvania 17013), being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. 2. I declare that I am currently married to Charlotte E Stone, and that I have seven (7) children who are Lcster L. Stone, Dennis Stone, Tammy Duncan, Sherri Campbell, Ange!a Book, Debbie Stone, and Joy Stone. I further declare that I have no other children. 3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath to my wife, Charlotte E Stone, her heirs and assigns, to the exclusion of my child or children, born or unborn, provided my said wife shall survive me by a period of ninety (90) days. In the event that my said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my son, Dennis Stone, his heirs and assigns, but if he should predecease me or fail to survive me by ninety (90) days,the share that he would have received shall be divided equally between such of my children as shall survive me by a period of ninety (90) days, the share any deceased child would have received to pass to his or her issue per stirpes, and if there be no issue such share shall lapse and be added to the remaining share or shares per stirpes. 4. I hereby nominate, constitute, and appoint my wife, Charlotte E Stone, and my son, Dennis Stone, or either of them as Executors, but should neither of them qualify, then in such event I nominate, constitute, and appoint my other children, Lester L. Stone, Tammy Duncan, Sherri Campbell, Angela Book, Debbie Stone, and Joy Stone, or any of them, as Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his, her, or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. in addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and. other sums of money which may be deemed wise and expedient for the protection and mmntenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities~ the powers of an individual owner who is under trust obligation. c. 'Ih hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. Page I of 2 pages ~~4 ~Y~/r~ (~ ' f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF, on this page 2 of 2 pages, I have hereunto set my hand and seal to this my Last Will and Testament written this 26th day of September, 2001. ~. LEg?I~R-STONE, fR.' (SEAL) Signed, sealed, published and declared, by J. LESTER STONE, JR., the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 2 of 2 pages CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: J. Lester Stone Date of Death: January 22, 2004 Will No. Admin. No. 21-04-0104 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on:. Name Charlotte F. Stone Dennis Stone Lester L. Stone Tammy Duncan Debbie R. Ulsh Sherrie L. Campbell Angie J. Book Joy E. Nargi Address 1542 Pine Road, Carlisle, Pa. 17013 1642 Pine Road, Carlisle, PA 17013 1891 North Oak Lane, State College, PA 16803 1620 Pine Road, Carlisle, PA 17013 1622 Pine Road, Carlisle, PA 17013 706 Jefferson Street, Mt. Union, PA 17066 24 East Countryside Dr., Boiling Springs, PA 1700 14 Monroe Street, Bradford, CT 06405 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: Name: Address: Capacity: Robert G. Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 Personal Representative X Counsel for Personal Representative CERTIFICATION OF NOTICE UNDER RULE 5.6/al Name of Decedent: Robert L. Fanus Date of Death: 11/9/2004 Will No. 21-2004-104 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 11/26/2004 Name Address Nichole M. Fanus 11 Run Road Carlisle PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 2/'1/2005 co, .'J ,,/.' Name: Duncan & Hartman. P.C. Address: One Irvine Row Carlisle PA 17013 Telephone(717) 2497780 Capacity: x Personal Representative Counsel for Personal Representative o uJ' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/16/2005 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of STONE J LESTER File Number: 2004-00104 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. I, for decedents dying on or after July I, 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: 1/22/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ,,~ ~ ~ /) /lI1 j , c?~ I.. 1/ ~?!:C!.tiL- \;_. A~f'&..L/ J1Zt::t~J'i!!7'1f.-' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \11/" Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/05/2006 STONE CHARLOTTE F 1642 PINE ROAD CARLISLE, PA 17013 RE: Estate of STONE J LESTER File Number: 2004-00104 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: 1/22/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge J:t STATUS REPORT UNDER RULE 6.12 Name of Decedent: J. Lester Stone Date of Death: January 22. 2004 Will No. Admin. No. 21-04-0104 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 ( X) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: June, 2006. 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a f'mal 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 ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Robert G. Frey Name (Please type or print) Date: January 25, 2006 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 Capacity: ( ) Personal Representative r' ! I 1: t11 ( X) Counsel for Personal Representative 'it; 217 . . OFFICIAL USE ONLY REV-1500 EX (6-00) COMMONWEALTH OF REV-1 500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FILE NUMBER 21-04-104 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT - COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- J. Lester Stone 210-26-5465 z DATE OF DEATH (MM-DD-YEAR) IDATE OF BIRTH (MM-DD-YEAR) w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 1/22/2004 1/11/1934 REGISTER OF WILLS (,,) w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER c Stone Charlotte F. w 0 1 Original Return 0 2. Supplementai Return 03 Remainder Return (date of death prior to 12-13-82) ... c( Ul 0 04a 05. '" ii: '" 4. Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax Return Required U 0.. U Limited Estate w 0 0 :>: 0:: ...J 0 07 u 0.. III 6. Decedent Died Testate (Attach copy of Will) Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes 0.. - c( 0 010. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 011. Election to tax under Sec. H113(A) (Attach Sch 0) 9. Litigation Proceeds Received I- tHi$$g&t@NMij$}tijit@QMi?tgt~p;MtQQRRg$.ijQNQ~NP~#NPPQ~i=t!p~fd!AttAXiNfQijMAf~QN$B9QijQij$mR~€t.$ptQi z NAME w COMPLETE MAILING ADDRESS c z Robert G. Frev 5 South Hanover Street 0 FIRM NAME (If Applicable) 0. Carlisle, PA 17013 en w Frev & Tilev II:: II:: TELEPHONE NUMBER 0 (,,) 717-243-5838 NONE OFFlc.!f.L USE ONLY 1. Real Estate (Schedule A) (1) .J ) , ~) - , 2. Stocks and Bonds (Schedule B) (2) 142 ,"---:' .> 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE - i , '. ":..') 4. Mortgages & Notes Receivable (Schedule D) (4) NONE -- 5. Cash, Bank Deposits & Miscellaneous Personal Property _._--', (5) NONE .. - (Schedule E) .. - ,. 6. Jointly Owned Property (Schedule F) (6) NONE 1'-..1- i ., ) z Dseparate Billing Requested .' ..",- " 0 L"') i= <t 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property ...J NONE :J (Schedule G or L) (7) l- ii: <t 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 142 (,,) w II:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,364 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) NONE 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 16,364 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) -16,222 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) -16,222 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) X .0 - (15) z 0 i= 16. Amount of Line 14 taxable at lineal rate X .0 (16) <t - I- :J 0. ::i: 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0 (,,) X .15 (18) <t 18. Amount of Line 14 taxable at collateral rate X I- 19. Tax Due (19) 200 ..........................................,......................................,.....................,...................................................... !1!H~!~!H~R~IJfIIQQI~R~IR!QQ~$lJIN~I~IIIl~Q~p.IIFII~II~~Rf?i~M~N~'I >>BE SURETOANSWERALLQUESTjONSOtfREVERSESlOE ANDRECHECJ(MATHi<iii:<' ............. .................... ...................................................................................... ..... ........................................................... ..............................................................-. 217 . J. Lester Stone Decedent's Com Jete Address: STREET ADDRESS 1642 Pine Road CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. 2. Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 4. Total Interest/Penalty ( D + E ) 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 (3) 5. (4) (5) (5A) (5B) AGENT 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check to: REGISTER OF PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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? If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? Yes D D D D D D 2. 3. 4. D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. D DATE 10 Iq C)~ /0 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 3% [72 PS Section 9116 (a)(11 )(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 0% [72 P.S. Section 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 death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)). 210-26-5465 --0 - No D D D D D D 0' The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 PS. Section 9116(1.2) [72 P.S. Section 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 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. 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF J. Lester Stone FILE NUMBER 21-04-104 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. DESCRIPTION VALUE AT DATE OF DEATH Series EE Bonds issued August, 1993 Series EE Bonds issued July, 1993 81 61 TOTAL (Also enter on line 2. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 142 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER J. Lester Stone 21-04-104 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 10,500 2. Cumberland Valley Memorial Gardens 3,081 3. Post-service luncheon 250 4. Honorarium to Doyle and Bertha Rogers 100 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 750 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. West Shore EMS 1,563 8. Carlisle Cardiology 50 9. Central Penn Medical Group 28 10. Carlisle Regional Medical Center 42 TOTAL {Also enter on line 9 Recaoitulation\ $ 16,364 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) Value As Of OS/2004 Bond Info Series ,& ....!..- Denomination $ 100: , Serial Number Issue Date EE Bonds Results # Bonds 2 Total Price $87.50 Total Interest $54.74 Total Value $142.24 YTD Interest $1. 75 Issue Serial Number Issue Date Series Denom Price Interest Interest Next Final Value Rate Accrual Maturity Note c41881609gee 08/1993 k90972415ee 07/1993 EE EE $100 $50.00 75 37.50 $31.28 $81.28 23.46 60.96 2.49% 2.49% 08/2004 08/2023 07/2004 07/2023 101111 1011811 Le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor r Savings Bond Calculator '- ~ubmit surveiJ ~eseJ I : ,~. ,. LAST WILL AND TESTAMENT OF J. LESTER STONE, JR. I, J. LESTER STONE, JR., married man, of Penn Township, Cumberland County, Pennsylvania (mailing address: 1642 Pine Road, Carlisle,Pennsylvania 17013), being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. ."~. 'j,* '. .~~. ., ~., ~;1 .:;y l. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. 2. I declare that I am currently married to Charlotte F. Stone, and that I have seven (7) children who are Lester L. Stone, Dennis Stone, Tammy Duncan, Sherri Campbell, Angela Book, Debbie Slone, and Joy Stone. I further declare that I have no other children. ~1 3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath to my wife, Charlotte F. Stone, her heirs and assigns, to the exclusion of my child or children, born or unborn, provided my said wife shall survive me by a period of ninety (90) days. In the event that my said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my son, Dennis Stone, his heirs and assigns, but if he should predecease me or fail to survive me by ninety (90) days,the share that he would have received shall be divided equally between such of my children as shall survive me by a period of ninety (90) days, the share any deceased child would have received to pass to his or her issue per stirpes, and if there be no issue such share shall lapse and be added to the remaining share or shares per stirpes. . j : j (:1 ] J 1 i ; 'f 4. I hereby nominate, constitute, and appoint my wife, Charlotte F. Stone, and my son, Dennis Stone, or either of them as Executors, but should neither of them qualify, then in such event I nominate, constitute, and appoint my other children, Lester L. Stone, Tammy Duncan, Sherri Campbell, Angela Book, Debbie Stone, and Joy Stone, or any of them, as Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his, her, or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to. the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection ~~erewith; and gener~lly. t<;J have and exercise as to all such stocks, bonds, and other secuntles, the powers of an mdlvldualowner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale sha.ll b~ bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. Page I of 2 pages A~" sj~d\ I f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to detel111ine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF, On this page 2 of 2 pages, I have hereunto set my hand and seal to this my Last Will and Testament written this 26th day of September, 200 I. U. 1lA~ A /;,,(lJp. Ct. LESTER STONE, JR. (SEAL) Signed, sealed, published and declared, by J. LESTER STONE, JR., the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~'8 Shn. H y,9 I'P,~1oo Pa. O. C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: J LESTER STONE Date of Death: January 22. 2004 File Number: 21-04-0104 Pursuant to Pa. O.c. Rule 6.12, 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................. _X_Yes No 2. If the answer is NO, state when the personal representative reasonably believes that the adminsitration will be complete: 3. If the answer to No., I is YES, state the following: a. Did the personal representative file a final account with the Court?.................................................................... _Yes _X_No b. The separate Orphan's 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........................................... _X_Yes _No d. Copies of receipts, releases, joinders and approvals of formal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Signature of Person Filing this Form Capacity: _Personal Representativ~ _Couse! Date: January II, 2007 ~-----::g ~ ~, 'a'''.~" ~~ ..') "d~~.. ,-. 25 ~~ .:= (j Fo~ RW-IO rev. 10.13.06 Robert G. Frey. Esquire Name of Person Filing this Form 5 South Hanover Street Address Carlisle. Pennsylvania 17013 (717) 243-5838 Telephone 6 S :6 ;,1'9 I I ff~r LODl \ err 12-25-2006 STONE 01-22-2004 21 04-0104 CUMBERLAND 101 APPEAL DATE: 02-23-2007 ( See reverse side under Objections) Amount Remitted 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX J L FILE NO. 21 04-0104 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEP~TMENT OF REVENUE ;;ECORDEO OFF1~-rltE OF INHERITANCE TAX -"ICTC~~R":n$~Ii\T, ALLOWANCE OR DISALLOWANCE -k.' ~Of- DEDutnoNS AND ASSESSMENT OF TAX 2006 DEe 29 Pt1 I: 04 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ROBERT G FREY FREY I TILEY 5 S HANOVER ST CARLISLE CLERK OF OR"; '-'. I- '!C' (-'I",: tOT _' '." I'~-'.I~..,,"d ...., \, 1\ ) \.J; \ I ii' ",~j -- 1"'11'- 1"./\..' PA 17013 ESTATE OF STONE '* REV-15~7 EX AFP (06-05) J L TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 12-25-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 142.00 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 16,364.00 .00 (11) (12) (13) (14) (15) .00 X 00 = (16) .00 X 045 = (17) .00 X 12 = (18) .00 X 15 = (19)= AMOUNT PAID DATE NUMBER + INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax paYllent. 142.00 16.364 00 16,222.00- .00 16,222.00- .00 .00 .00 . 00 1'1.-... ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. =~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.