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Home My WebLink About04-0698 pI<TFIIION }'OR PROBATE and GRANT O1: LETTERS. ,,o. -c4-e 98/ L~l~zle ql Joan M. Stoner Register oi \Viils lm the Deceased. Connty of Cnmbe_rland in thc 5octal Secu - y N;o. ~&l = ~- 8226 Common~eahh ol Pennsylx ania The pctilion ,,I thc undersigned respectfully rMwescnts that: iulhelaslx~tl}olthcaboxcdecedmn, dalcd No_~mber &, 2002 ~ · and codicilis) dated ~nn~ 9a. ~0f14_ Decendent x~as domiciled at death in Cumberland Connty, Pennsylvania, v, ith h~er last lam 5' or principal residence at _1807 Creek Xl~ o-.~ _CcHlrl7 , Sew CnmberSand,- l,ower~21en Tc,,.,,~sh±p. PA 17070 (list street, number and muncipalit~) Dec!e§~.~t.~hrei~e~<. ~.9 v.ears of age.died July 17, pA?-0~-70 ¥~w 'uourt, ~ew uumber±and, at e . was not divorced and did nol have a child born or adopted Except as Io~ (ws, dec.dent d~d not ~narrv, after executinn of tire Mil offered for probate; was not the victim of a killing and was never adjudicated inco~npctent: Decendent at death o,.',ned property with estimated values as follows: (Il' domiciled in Pa ) All personal property $ I 0,000. 00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ 90,000.00 Value of real estate in Pennsylvania situated as fo!lows:1807 Creek View Court New Cumberland~ PA 17070 WHEREFORE, petitioner(s) respectfully request(s) the probate of the l~-'}~will and codicil(s)., presenlcd heiewith and the grant of letters Testamentary 7" ~ 5! theron, ~= ---Jennifer L Stoner 1807 Creek View Court New Cumberland, PA 17070 Dale ?7 S~~r. 25 Rolling Drive Carlisle. PA 170] ~ OATH OF PERSONAL REPRESENTATIVE cOMMONVVEALTH OF PENNSYLVANIA ~ ss COUNT'~ OF CUMBERLAND J lbe pc!,u(mei(s! above named swear(s) or affirm(s) that the statelnents in tl~e foregoing petition arc truc a[~d cor~cvl io the Dcsl of the knowledge and belief of petitioner(s) and thai as personal represen- tative(s) oi [he abn~e decedent petitioner(s) will well and uuly administer lhe estate according to law. S,,orn [o O' allirmed dod subscribed ~q,~-~[~ ~ belore mc rids Z~ I~4 ~ cta~ of Jennifer L. Stoner ~ - . ) , giW ~ Fr .~art, Jr. ~ Estate Of JOAN M. STONER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~)"--~t J-- k~ Z.(.~' 2004 x~_ , 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 November 4~ 2002 and June 24, 2004 described therein be admitted to probate and filed of record as the last will of J o an M. S t o n e r and Letters To=e¢~entary are hereby granted to Jennifer L. Stoner and Dale F. Shughart, Jr. FEES Probate, Letters, Etc .......... Short Certificates( ),. ......... Filed ...................... Dale F. Shughart, Jr. 19373~_~I_,~ ATTORNEY (Sup, Ct. I.D. No.) 35 East High Street, Suite 203 ADDREssCarlisle, PA 17013 (717) 241-4311 PHONE COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS r-o CERTIFICATE OF DEATH .... . ~,~,Z~,~..~. (¢irSt '~dd." L'st} ITM IsOCIAL SECURITY "U'BE" Joan M. Stoner zfemale ~ 181-- 42 -- 8226 ~.duly 17, 2004 Cumberland Lower Allen Twp. 1807 Creek~iew Court ~,o~P~,~ ~t~ (sp~=~lo white 1807 Cr eek~iew Court RESIOENOE ' decedenl Stoner I=~ ~6~ ~re~lew ~ourt, ~ew O~r~s~ ~ ~ -~-rr~- ~OO~ 2~ Yorkta~e Crematory 2~ York, PA 17~0~ I=~. F~ 012 848I~ I=~ 1~0~ ~reldgo Street, Ue~ F}I a Crem. Cumberland, .......... h 2'. ~:0~ ~ u12~. July 17, 2004 [=~. v., REGISTRAR'$ SIG TURE AND N~JMBER .~ WiLL OF JOAN M. STONER I, JOAN M. STONER, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEMI. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments ;reposed by any governmental body as a result of my death, ,.v'.~ether on propert_y passi~,,:j under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEMIh I bequeath all of my jewelry and other personal effects, household furniture and furnishings and other tangible property of like nature (not including cash, securities or any vehicles I may own at the time of my death) in equal shares unto my children, Jennifer L. Stoner and Sarah C. Stoner shall survive me by thirty (30) days. If either of my daughters shall not have attained the age of eighteen (18) years, I designate my hereinafter named Trustees, or their successor, as guardians of such property until such child's eighteenth birthday. Iris my desire that such Trustees preserve in kind so much of my said tangible personal property as may be practical for eventual distribution in kind to my daughters. In determining the practicability of maintaining particular property in kind, my Trustees shall be guided by the desires of my daughters and my Trustees' determinations what items may have special significance to my daughters, keeping and preserving such items, if possible. Such property may be kept in the possession of my children. Any such property converted to cash shall be maintained in an interest bearing bank account or certificate of deposit for each child until her 18th birthday. ITEM II1: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate, whether passing under this Will or otherwise, to my Trustees hereinafter named, IN TRUST, for the following uses and purposes and subject to the terms and conditions hereinafter set forth. A. My Trustees shall expend upon my children, Jennifer L. and Sarah C. Stoner, as shall then be living for their medical care, support, welfare and education (including post high school training and/or college education both undergraduate and graduate) and for such other purposes for their benefit as the Trustee shall consider desirable, so much of the principal and income of the trust as the Trustees deem best, not necessarily equally between them but for each according to her needs as may be determined by the Trustee until the youngest of my living children attains the age of twenty-five (25) years. Any expenditure of principal for the benefit of my children under any of the provisions hereof shall not be treated as an advancement and shall not diminish the proportionate share or shares of the trust to which such child may eventually become entitled. In determining the desirability of any expenditures of income and principal under the provisions hereof, the Trustees shall bear in mind that it is my primary desire that, to the extent feasible, the trust shall provide for the medical care, support, welfare and education of any beneficiaries hereof, who shall be under the age of twenty-five (25) years, the utilization of such funds for the benefit of beneficiaries who have attained the age of twenty-five (25) years to be a secondary purpose and shall depend upon the total resources available for any beneficiaries less than twenty-five (25) years of age. My Trustees shall have sole and absolute discretion in determining whether such expenditures are necessary for these purposes. In making such distributions of income or principal, my Trustees shall take into consideration all other income and resources including federal, state and local government benefits of all types available to each child. B. It is my desire, but not my direction, that my home at 1807 Creekview Court, New Cumberland, Pennsylvania 17070, be maintained as an asset of this Trust so that my children or either of them may continue to reside there if they wish. The costs of maintaining, insuring, repairing, Page 2 of 11 rebuilding or obtaining a replacement residence shall be considered appropriate costs to be paid by my Trustees and shall be allocated to income and/or principal in accordance with the character of the costs paid as my Trustees in their discretion shall determine. Should my children, who are over age 18, be residing on a permanent basis (temporary absences for vacations and the like not considered) in such residence, Trustee shall consult with my adult children residing therein prior to sale or other disposition of such residential real estate, and shall not dispose of such residential real estate without the consent of my adult children residing therein or his or her agreement concerning a substitute or replacement residence. The Trustees are authorized to execute and deliver such Deeds, assignments or other documents as may be necessary and desirable to effectuate the transfer of ownership of any interest in any real estate. C. When there are no longer any of my living children under the age of twenty-five (25) years, my Trustee shall divide the Trust as then constituted into equal shares so as to provide one share for each of my then living children and one share for the then living issue, per stirpes, of each of my deceased children. Upon division of the Trust into shares under the provisions hereof, my Trustee shall payover, transfer, convey and distribute to each such beneficiary the then remaining principal and accumulated income of his or her share of the Trust, discharged of Trust. Provided, however, if at the time my youngest child reaches age twenty-five (25) years there are continuing distributions to the Trust from any Qualified Retirement Plan, Qualified Retirement Annuity or Individual Retirement Account, then this Trust shall not terminate but rather my Trustee shall continue to receive such distributions and shall distribute them to the beneficiaries hereunder. D. The shares of all minor issue of a deceased child or children of mine shall vest in such issue as hereinbefore provided, but shall be retained by the Page 3 of 11 Trustee, which shall expend upon the minor beneficiaries, for their medical care, support, welfare and education and for such other purposes for their benefit as the Trustee, in its discretion, from time to time, shall consider desirable, so much of the income and principal of their respective shares, or portions thereof, as the Trustee deems best, and shall accumulate any income not so expended and add such income to the principal of their respective shares, or portions thereof, until each such minor beneficiary, in turn, shall attain the age of twenty-one (2I) years at which time the principal and accumulated income of each beneficiary's share or portion thereof, shall be paid over, transferred, conveyed and distributed to them discharged of trust. E. If any child of mine shall die during the continuation of the Trust for her benefit, the Trustees, in their sole discretion, may pay out of the principal and/or income of the trust estate such portion of reasonable funeral and burial expenses of such child as the child's estate shall be inadequate to pay. The Trustees shall have absolute discretion in determining what constitutes reasonable expenses and the adequacy of such child's estate for payment of such expenses. F. If upon the happening of some event during the continuation of the trusts held hereunder, my Trustees shall hold some portion of the trusts which is not effectively disposed of under the foregoincj provisions, then the Trustees shall distribute such portion, discharged of trust, in equal shares unto my brother and sisters, per stirpes. ITEM IV: The following provisions shall apply to the Trust created under item III hereof and to each share thereof: A. In case the income or any discretionary payments of principal become payable to a minor, or to a person under legal disability or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability, is in the opinion of my Trustee unable properly to Page 4 of 11 administer such amounts, then such amounts shall be paid out by my Trustees in such of the following ways as my Trustees shall deem best: (1) Directly to such beneficiary; (2) To the legally appointed guardian or trustees of such beneficiary; (3) To some relative or friend for the support, health and medical care, and education of such beneficiary; or (4) By my Trustee, using such amounts directly for such beneficiary's support, health and medical care, and education. B. No beneficial interest under the Trusts, whether in income or principal, shall be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my Trustees, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. C. Any income, accrued or undistributed at the termination of any estate or interest, shall be paid by my Trustees as income to the persons entitled to the next successive interest in the same proportions in which they take such interest. D. For convenience of administration and investment, my Trustee are authorized to hold the several Trusts as a common fund, dividing the income proportionately among them, and to make joint investments of the funds belonging to my Trustees. For such purposes and insofar as may be practicable, my Trustee may consolidate any separate Trust with any other trust or trusts created by me or any member of my family by will or agreement, and may hold, administer and invest the several trusts as one or more common fund or funds and make joint or several distributions of income and principal therefrom, whichever my Trustees shall deem advisable. Page 5 of 11 E. I authorize my Trustees to treat distributions from any Qualified Retirement Plan as defined in I.R.C. §404(a), any Qualified Retirement Annuity as defined in I.R.C. §403(a) or §403(b) or any Individual Retirement Account as defined in I.R.C. §408(a) as the income of the Trust to the extent that the distribution represents income generated or deemed to be generated by such Plan, annuity, or individual retirement account, notwithstanding the treatment of such portion of the distribution under any law concerning the determination of income and principal for Trust accounting purposes, and i authorize my Trustees to allocate expenses to income and non-income portions of the distribution as the Trustees in their discretion shall determine is reasonable and appropriate. In addition, my Trustees shall have the right in its sole discretion to withdraw any part or all of the remaining qualified plan benefit, annuity or individual retirement account or to designate a beneficiary of the Trust to receive any remaining payments directly and/or to have the right to withdraw at any time all or part of the remaining benefit, annuity or individual retirement account. ITEMV: All fiduciaries acting under this Will, whether or not named herein, shall have the following powers in addition to those vested in them by the common law, by statute or by the other provisions hereof, all of which shall be exercised in a fiduciary capacity, primarily in the interests of the beneficiaries, applicable to all property, including property held for minors, whether principal or income, exercisable without court approval and effective until actual distribution of all property: A. To retain and to hold any securities or other property, real, personal or mixed, received from my estate without regard to any principle of diversification or risk. B. To invest and reinvest in all forms of property, including stocks, bonds, funds and other securities, whether operated by my Trustee, an affiliate or others, without restriction to investments authorized for Page 6 of 11 Pennsylvania fiduciaries, as they shall deem proper without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property, and to give options for sales, exchanges or leases for such prices and upon such terms and conditions as they shall deem proper. D. To hold property in the name of any of the Trusts created hereunder, or in the name of my Trustee without designation of any fiduciary capacity, or in the name of a nominee or unregistered. E. To allocate receipts and expenses to principal or income, or partly to each, as they from time to time, in their sole discretion, shall think proper. F. To vote in person or by proxy all securities, and to become a party to any stockholders' agreements deemed advisable by them in connection with such securities. G. To borrow money from any person or institution, including my Trustees or an affiliate, upon their bond or promissory note, and to secure the repayment thereof by mortgaging, creating a security interest in, pledging or otherwise encumbering any or all real or personal property as they, in their sole discretion, shall choose without regard to the dispositive provisions of this Will. H. To make any divisions or distributions required hereunder, wholly or in part, in kind or in cash, and to make non-prorata distributions of assets in kind. I. To exercise any election or privilege given by the Federal tax and other tax laws, including without limiting the foregoing, the joinder with my said wife in filing income tax returns, the election of the alternate valuation for Federal Estate tax purposes, the election to claim items of deduction for estate tax or for income tax purposes, and to make or not to make equitable Page 7 of 11 adjustments or apportionments for the exercise or nonexeroise of any such election or privilege. J. Should the principal of any of the Trusts created hereunder be or become too small so as to make establishment or continuance thereof inadvisable, my Trustees, in their sole discretion, may make immediate distribution of the then remaining balance of the principal and accumulated income of any beneficiary's share to the legally appointed trustee of such beneficiary under Item IV(A)(2) hereof, or may appoint and pay such share to a custodian for such beneficiary under the Uniform Gifts to Minors Act of any state, without further obligation or responsibility for such distribution so paid. Upon such termination, the rights of all persons who might otherwise have a successive interest therein shall cease. K. To compromise any claim or controversy. L. To advance funds and incur and pay reasonable expenses which may be involved in any litigation with my former husband, Max E. Stoner, involving the custody of my children, their education, and their living arrangements, to include their attendance at any private boarding school or elsewhere. I specifically authorize all fiduciaries acting under this Will to engage and pay a guardian ad litem for my children in any such litigation. M. I direct that all fiduciaries acting under this Will not make any payments to my former husband, Max E. Stoner, even if he has custody of the children. Any payments or distributions for the benefit of my children shall be made directly to the children or to a third party other than Max E. Stoner, providing care or services to them. ITEM VI: I appoint my sister, Carol A. Essig, of Phoenixsville, Pennsylvania, and my friend, Dale F. Shughart, Jr., of Carlisle, Pennsylvania, Trustees of the Trusts created under Item Ill hereof. I direct that the situs of said Trusts for administrative and accounting purposes shall be Cumberland County, Pennsylvania, and all questions concerning the Page 8 of 11 validity, construction and administration of said Trusts shall be determined under the laws of the Commonwealth of Pennsylvania, Should either of my individual Trustees resign or otherwise be unable or unwilling to continue to act as co-Trustee, the remaining Trustee shall have the power to continue to act as sole Trustee, and in addition, shall have the power in writing to designate a successor qualified corporate co-Trustee as he or she in his or her discretion shall determine. Any such successor corporate co-Trustee shall have all of the power of the Trustees under this Will and shall not be liable for acts or omissions of prior Trustees. Should both of my individuaI Trustees resign or otherwise be unable or unwilling to continue to act as Trustee, my successor corporate co-Trustee shall continue to act as sole Trustee. Should both of my individual Trustees die, resign or otherwise be unable or unwilling to continue to act as Trustee and should both of them fail or neglect to designate a successor corporate Trustee, then and in that event my daughters, Jennifer L. Stoner and Sarah C. Stoner, shall have the power to designate a successor corporate Trustee. Any successor corporate Trustee shall be entitled to compensation for the performance of its services hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its services are rendered. ITEM VII: I appoint my sister, Carol A. Essig, and my friend, Dale F. Shughart, Jr., co-Executors of this my Last Will and Testament. Should either my said sister or my said friend, fail to qualify or cease to act as co-Executor, I appoint my attorney, Samuel L. Andes, as replacement co-Executor of this my Last Will and Testament. ITEM VIII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this ~ ~ ~ day of ~,..~,,~ ~, .~ , 2002. JOA/N~M. STONER Page 9 of 11 The preceding instrument, consisting of this and nine other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by JOAN M. STONER, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her !:.resence and in the presence of each other, have subscribed our names as witnesses hereto. Michael L. Bangs Amy Hart~in~ ' Page 10 of 11 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ( SS.: ) The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by the testatrix named above this L/CA day of A~o~E~Z~74 , 2002. JOAb'S. STONER otar/ t-ublic 'Nobli~ AL SEAL LYNN EHRENFELD, NOTARY PUBLIC LEMOYNE BORO. CUMBERLAND CO, [~Y COMM SS ON EXP RES AUG 17, 2004 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ( SS.: ) WE, MICHAEL L. BANGS and AMY HARKINS, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it 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 testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. /t'~ ,. ~ / /' / i/,.: >' Michael L. Bangs / Amy H ar'k~s Sworn or affirmed to and acknowledged before me this L/~¢' day of Ivo~,',e,'~&e}2, 2002. Page 11 of CODICIL TO WILL OF JOAN M. STONER I, JOAN M. STONER. of Lower Allen Township, Cumberland County. Pennsylvania, declare this to be thc first codicil to my will dated Novcmber 4. 2002. ITEM I. I hereby revokc Item VI of my will dated Novcmber 4. 2002. and substitute the follox~ing: ITEM VI: I appoint my fi'icnd, DALE F. SHUGHART, JR., of Carlislc, Pennsylvania, and my attorney, SAMUEL [,. ANDES, of New Cumberland, Pennsylvania, Co-Trustees of thc 'lYusts crcated under Item Ill hereof'. I direct that the situs ot' said Trusts lbr administrative and accounting purposes shall be Cumberland County, Pennsylvania, and all questions concerning the validity, construction and administration of said Trusts shall be determined under the laws of the Commom~ealth of Pennsylvania. Should cithcr of my individual Trustees resign or othcrwise be unable or unwilling to continue to act as co-Trustee, thc remaining Trustee shall have the power to continue to act as sole Trustee, and in addition, shall havc the power in writing to designate a successor qualified corporate co- l'rustec as he or she in his or hcr discretion shall determine. Any such successor corporate co-Trustee shall have all ot'the powcr of the Trustees under this Will and shall not be liable for acts or omissions of prior Trustees. Should both of my individual Trustees resign or otherwise be unable or unwilling to continue to act as Trustee, my successor corporate co-Trustee shall continue to act as solc Trustee. Should both of my individual Trustees die. resign or otherwisc be unable or unwilling to continue to act as Trustee and should both of them fail or neglect to designate a successor corporate Trustee, then and in that evcnt my daughters, Jennifer k. Stoner and Sarah C. Stoncr, shall have the power to designate a successor corporate Trustcc. Any successor corporate Trustee shall bc entitled Page 1 of 4 to compensation for the performance of its services hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its services are rendered. ITEM 11. I hereby revoke item VII of my x~ill dated November 4. 2002, and substitute the following: ITEM VII: 1 appoint my daughter, JENNIFER E. STONER, and my friend, DAEE F. SttUGHART, JR.. Co-Executrix and Co-Executor of this my Last Will and Testament. Should either my said daughter or my said friend fail to qualify or cease to act as Co- Executrix or Co-Executor, l appoint my attorney, SAMUEl., L. ANDES, as replacement Co-Executor of this my Last Will and Testament. ITEM II1. In all other respects. I do hereby ratif,v and confirm my will dated November 4, 2002. IN WITNESS WHEREOF, I have hereunto set my hand this _ ~ ~4~ day .~"~ ~v ~. .2004. JOA~ M. STONER Page 2 of 4 The preceding instrument, consisting of this and two other typex~ritten pages, each identified by thc signature of the testatrix was on the date thereof signed, published, and declared by JOAN M. STONER, thc testatrix therein named, as and for her codicil, in the presence of us. who at her request, in her presence, and in thc presence of each other, have subscribed our names as witnesses hereto. Michael L. Bangs Page 3 of 4 coMMONWEALTH OF PENNSYLVANIA ) ( SS.: cOUNTY OF ( UMBERLAND ) baviu?o, been ]'he undersigned, being the testatrix ~hose name is signed to the attached or fore~oin~ instrt nent. ~ duly qualified according to lax~. does hereby acknowledge that 1 signed and execnted the foregoing instrument as mx'codicil, that I signed it willingly; and that I signed it as my free and ,,oluntary act for the pnrposes thereto expressed. J O A~N'/M. STONER Sworn or affirmed to and acknowledged before me by the lestatrix named above this Z'~~' da> of -jv,~¥ .2004. ~ r~ ~,,~]i,- ' I LYNN [HRENFELD. NOTARY PUBLIC No,a y ruuu* ] IFMOYNE BORO., CUMBERED CO. I ~~O~ISSION gPIRES AUG. 17. 200~ COMMONWEAL] Il OF PENNSYLVANIA ) ( SS.: COUNFY OF CUMBERLAND ) WE. MICHAEL L. BANGS and AMY HARKINS. the wimesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present aud saw the testatrix sign aud execute the instrument as her codicil: that she signed it xdllingly and that she executed it 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 codicil as x~itnesses: and that to the best of our knowledge, the testator was at that time 18 or tnore ~ears of age. of sound mind. and under no constraiut or undne influence. ~ .'7 ". ~/ Michael L. Bangs (~., . Sworn or affirmed to and acknoxdedged before rne this ~/~ dayof ,at~e .2004. Notary Public page 4 of 4 CERTIFICATION OF NOTICE ~NDER RULE 5.6(a) Name of Decedent: Joan M. Stoner Date of Death: July 17, 2004 Estate No. 21-04-698 To the Register: I certify that notice of 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 July 28 2002. , Name Jennifer L. Stoner Sarah C. Stoner Address 1807 Creek View Court Mew Cunmberland, PA 17070 c/o Max E. Stoner 317 Woodland Avenue New Cumberland, PA 17070 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: July 28, 2004 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Jennifer L. Stoner and Dale F. Shughart, Jr. IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Joan M. Stoner, deceased Estate No. 21-04-698 TO: Jennifer L. Stoner 1807 Creek View Court New Cumberland, PA 17070 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Joan M. Stoner, died on the 17th day of July, 2004, at New Cumberland, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Jennifer L. Stoner 1807 Creek View Court New Curaberland, PA 17070 (717) 774-2835 Dale F. Shughart, Jr. 25 Rolling Drive Carlisle, PA 17013 (717) 241-4311 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. t~ _A ~o~y of t~.~ill ~r Petition may be o~tained by contacting ne Keglster of wll±s an~ paying the~_~ha~q~s~for duplicatIon. Date: July 28, 2004 . Dale F. Shugart, ~r. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Jennifer L. Stoner and Dale F. Shughart, Jr. IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Joan M. Stoner, deceased Estate No. 21-04-698 TO: Sarah C. Stoner c/o Max E. Stoner 317 Woodland Avenue New Cumberland, PA 17070 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Joan M. Stoner, died on the 17th day of July, 2004, at New Cumberland, Cumberland County/ Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Jennifer L. Stoner Dale F. Shughart, Jr. 1807 Creek View Court 25 Rolling Drive New Cumberland, PA 17070 Carlisle, PA 17013 (717) 774-2835 (717) 241-4311 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 CoUrthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the c~ar~ge~or duplication. Date: July 28, 2004 ~~ ~'--"~ L Dale F.-Shu991a~/ Jr, Attorney Supreme'Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Jennifer L. Stoner and Dale F. Shughart, Jr. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 0O4499 SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 ...... laid ESTATE INFORMATION: SSN: 181-42~8226 FiLE NUMBER: 2104- 0698 DECEDENT NAME: STONER JOAN M DATE OF PAYMENT: 10/15/2004 POSTMARK DATE: 10/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/17/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,814.00 TOTAL AMOUNT PAID: $5,814.00 REMARKS: SEAL CHECK# 1038 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS IlEV.1500a.!&.oo) w ~ X:!!2 O~U ~o9 O~lrI ~ ~ ( (!C-pI:,t) , REV-1500 INHERITANCE tAX RETURN RESIDENT DECEDENT ~ 1. Original Retum o 4. Limited Estate JgI 6. Decedent Died Testate (Mach copy 0 7, Decedent Maintained a LIving Trust(Altach 0 8. Total Number of Safe Deposit Boxes of Will) copy of TrUll} o 9. Litigation Proceeds ReceIved 0 10. Spousal Poverty Credit (date 01 death between 0 11. Election to tax under Sec. 9113(A) (Attach Sch 0) jtHl!S$Ec.........fli"~~~~~i.m~I1iJW."."'~i41iBldll!,1v1_;.. ., .'. '. .... .~ ....c..~I!l!!~~.~_.~ ... .-.----_-BIl!I!i NAME COMPLETE MAILING ADDRESS Dale F Shughart, Jr. Esquire FIRM NAME (If applicable) !z ~ w u w c . COMMONWEALTH OF PENNSYLVANIA OEPl'<fl1ME:NT OF REVENUE OEPT.280601 HARRISBURG, PA 17128-0601 DECEOENrs NAME (LAS", FIRST, AND MIDDLE INITIAL) Stoner, Joan M. 0FFIGIM_ USE ONLY fILE HUMBER 21 04 _ _ CQ\,.lmy_C~ _YE~R SOCIAL SECURITY NUMBER 00698 NUMBER OA TE OF OEA.TH(MM-DO- YEAR) DATE 6FBIRiH(M-~ob-YEAR) 181-42-8226 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER - - O--i-Remaif.nerAei"um (dati Of d-eath-prlor -to 12~13-82j o 4a. Fu1iJre Interest Compromise (date of death after 12.12-82) o 5. Federal Estate Tax Return Required Copyright 2000 form software only Tlle Lackner Group, lnc. 07/17/2004 10/25/1954 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAl) ---O-i - -S~pplement;I-RettM~ - ~ z w c z c ~ TELEPHONE NUMBER 717/241-4311 1 ' Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) z c ;: :l => ~ ~ ~ u w ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5_ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non~Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 35 E. High Street, Suite 203 Carlisle, PA 17013 --------... (1) 154,900.00 OFFIC1A~_, up\;. ONLY (2) None (3) None (4) None (5) 129,713.34 -- --~.._--- -..-, (6) 155.08 (7) -0- (8) 284,768.42 (9) 26,407.38 (10) 95,589.73 (11) 121,997.11 162,771.31 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 162,771.31 SEE tNSTRUCTlONS ON REVERSE SIDE FOR APPUCABLE RATES 7,339.56 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 7,339.56 20. 0 '. --.. '--""""~"II':$ifI~~!II~~1~ff11!.\l\":'\ '7"".-'- ^. _,....._..._"...._."....__._,_~~_,..__.,.~_"--__~4-"'""__z"._.~ . ._..~"'-'.=~"._...~_""._u___ ,. 15, Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 16, Amount of Line 14 taxable at lineal rate 163,101.41 x .045 (16) 0 ;: " => (17) ~ 17.Amount of Line 14 taxable at sibling rate x .12 " c u x 18. Amount of Line 14 taxable at collateral rate (18) " x .15 19. Tax Due (19) 0-- Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1807 Creekview Court CITY New Cumberland STATE PA ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 7,339.56 5,814.00 306.00 Total Credits (A + 8 + C) (2) 6,120.00 3. Interest/Penalty if appiicable D. Interest E. Penaity (3) 0.00 (4) (5) 1,219.56 (SA) (58) 1,219.56 Total Interest/Penalty (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 8 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. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. ;.;_. ;,~;rAW. Make Check Payable to: REGISTER OF WILLS, AGENT 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.. .................... .... ........................................................................................... 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 a reversionary interest; or............................. ..... ........ ...... ... ...........-....... ............... ........ ... ........ ....... d. receive the promise for life of either payments, benefits or care? ............................................................. 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? ........ ...,........ ..... ,... .... ,... .... .... .........,.................,.............................................. 0 D ~ ~ 181 D IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES, VOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties 01 pe~ury. I declare that I have examined this return. including accompanying schedul$s and statements, and to the best 01 my knowledge and bellel. il is true, correct and complete. DeClaration 01 preparer other tllan the person8.1 !elJr_ese~tativa is. b~~ 00 all ~1~lor\Of_w!'_icl\~~r~r h'aS ~n~~_~~l:l:__ ___ ____________ __ SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE Je~nifer L. Stoner 317 W ood1and Avenue >J New Cumberland, P A 17070 ADDRESS ADDRESS 35 East High Street, Ste 203 Carlisle, PA 17013 35 E. High Street, Suite 203 Carlisle, PA 17013 '-Ill 3/ oS DATE LJ!r2;jo:; i!;~ ~; For dates of death on or after July 1, 199 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the sUNiving s""use is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%. 172 P.S. ~9116 (a) (1.1) (ii)]. The statute does not Axemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stiJ/ 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 10r the use 01 a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)). The tax rate imposed on the net value of trans1ers to or 10r the use 01 the decedent's lineal 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 01 translers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '. SCHEDULE A REAL ESTATE CQMMOWWEA\... 1"H Of PENNS'/LVANlA. INHEAlrANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Stoner, Joan M. FILE NUMBER 21 - 04 - 00698 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facls. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER t DESCRIPTION VALUE AT DATE OF DEATH 154,900.00 Townhouse ad lot located at 1807 Creek View Court, New Cumberland (Lower Allen T~wnship) Cumberland County, P A. Deed reference: Deed Book 196, Page 574. Tax Parcel # 13-25-0010-293. Value based upon actual sale price. HUD-l attached. TOTAL (Also enter on Line 1, Recapitulation) 154,900.00 i I i --"-~'----'--"'----'---'-------'-- -~_._----~~._---~_._-~-,--,----.,'----- i FILE NUMBER 21 - 04 - 00698 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWE-.Lni OF i'ENNS'il\l"t1I" INHERITANCe TAX RETUFIN ReSIDENT OECEDENT - _n__ ________n__...__'__..___.__.____,_,__. ESTATE OF Stoner, Joan M. Include the proceeds of litigation and 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 I DESCRIPTION VALUE AT DATE OF DEATH --------,-----."._- 1l,793.00 Jewelry, household furniture and furnishings, tools and other miscellaneous tangible personal property. Value based upon attached appraisal of Alyssa Loney. 2 1999 Ford Taurus Station Wagon. Value based upon actual sale price. 4,500.00 15,041.11 6,902.69 5 Eaton Vance Cash Management fund held in Masland & Barrick Brokerage Account #5W8-269123 80,613.77 1,000.00 53.83 2,805.00 77.35 372.49 143.09 1,000.00 79.53 190.53 42.31 3,959.00 41.00 1,098.64 TOTAL (Also enter on Line 5, Recapitulation) 129,713.34 3 M & T Bank, checking account #10216030 Principal 15,040.72 Accrued interest .39 4 Reich & Tang Money Market fund held in Masland & Barrick Brokerage Account. #5W8-269123 6 George Musico, check on hand 7 Life Insurance Company of North America, check on hand 8 U.S. Treasury, dependent social security payments received after death. 9 Patrio News, refund 10 USAA, auto insurance refund 11 QSP, magazine subscription refunds 12 PA SCDU, child support 13 Comcast, tv cable refund 14 USAA, homeowner's insurance refund 15 John Hopkins Hospital, over payment, refund 16 U.S. Treasury, 2004 income tax refund 17 P A Department afRevenue, 2004 income tax refund \8 Tax proration on sale of real estate. *' SCHEDULE F JOINTL V-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN _...BESIDENTDECECENI_ ESTATE OF Stoner, Joan M. I FILE NUMBER 21" 04" 00698 If an asset was made jotnt within one year of the decedent's date of death, it must be raported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Sarah C. Stoner 1807 Creekview Court NewCumberland,PA 17070 Daughter ITEM LETTER NUMBER FOR JOINT TENANT JOINTLY OWNED PROPERTY; -----~--- - -.-~.~ DESGRIPTIONOFPR6PER-rv--~'-----!- I ._-~~ DATE Includ~ name of financiallnstnution and bank a9count number I DATE OF DEATH I D~cfts I DA~~0ED~TH JMOAIDNET or Similar Identifying number. Attach deed for jOintly-held real ,VALUE OF ASSET 'INTERESTI DECEDENT'S INTEREST ~~ ., . -,-,-,,------,--- ---.--..---..-~-.--.--...-----.-~-..-1--- ------~,.-,--~-'---- 07IJ2/2002 M & T Savings Account 310.15, 50o/~ #015004207045962 Principal 310.14 ; Accrued interest .0 I A 155.08 TOTAL (Also enter on line 6, Recapitulation) 155.08 ESTATE OF ITEM NUMSER *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYloVAN1A INHERITANCE TAX RETURN RESIDENT DECEDENT Stoner, Joan M. FILE NUMBER 21 - 04 - 00698 Include the name of the transferee, t/l9ir relationship to decedent end the date of transfer. Attach a copy 01 1M ~ lor real estate. This schedule must be completed and filed If the ans\yer to any of questions 1 through 4 on page 2 Is yes. DESCRIPTION OF PROPERTY EXCLUSION (IF APPLICABLE) Roth IRA, as specified below, which is not subject to Inberitance Tax under PA Regulations because it had not been held by decedent for at least five years and was therefore subject to 10% premature withdrawal penalty tax. la The Vanguard Group Roth IRA, Account #01 1874653 135.942 shares Growth & Income Inv@27.735 per share. CUSIP # 92 19 13-1O-9VQNPX = $3,770.35 Ib 40.603 shares Vanguard Growth Index Fund@ 27.305 per share. CUSIP # 922908-50-4 = $1,229.91 Beneficiaries: Jennifer L. Stoner, daughter 50% and Sarah C. Stoner, daughter 50%. Transferred on death. 2 Qualified Retirement Plans, as specified below, which are not subject to inheritance tax under P A Regulations because decedent was an employee of the Company which owned the Plans, 49 years of age, and unable to withdraw the funds. a. Concentra Inc. 40lK Plan-Qualified Retirement Plan 0P40043T 71.1 57 shares Fidelity Growth & Inc. @36.33 share- $2,585.13 (total $5,166.14) 13.187 shares Fidelity Magella @13.187 share - $1,314.48 75.659 shares Fidelity Worldwide @75.567 share - $1,266.53. Beneficiary: Joan M. Stoner Trust under Will for Benefit of Jennifer L. Stoner and Sarah C. Stoner, daughters. Transferred on death. b. ClGNA Pension Plan Qualified Pension Plan GR-4628 DOD value per Justin of Prudential Financial = $13,312.19 Beneficiaries: Jennifer L. Stoner, daughter, 50% and Sarah C. Stoner, daughter, 50% - transferred on death c. INTRACORP 40lK Profit Sharing Plan #GR-09450 Qualified Retirement Plan DOD value per Justin at Prudential = $7,468.03 Beneficiaires: Jennifer L. Stoner, daughter, 50% and Sarah C. Stoner, daughter, 50% d. CIGNA 40lK Plan #GR-10867 DOD value per Justin at Prudential Financial = $38,723.14 Beneficiaries: Jennifer L. Stoner, daughter, 50% and Sarah C. Stoner, daughter, 50%. Transferred on death. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST TAXABLE VALUE 5,000.26 100% 5,000.26 0.00 64,669.50 100% 64,669.50 0.00 TOTAL (Also enter on line 7, Recapitulation) '. SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT ESTATE OF Stoner, Joan M. FILE NUMBER 21 - 04 - 00698 ITEM NUMBER This schedule must be completed and lIIed if the answer to enyof questions 1 through 4 on page 2is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % OF Include the name of Ine transferee, their relationship 10 decedent and the dale of transfer. EC EXCLUSION TAXABLE V ALU E Attach a copy 01 the deed lor real estate. VALUE OF ASSET 0 D'S (IF APPLICABLE) INTEREST. 90,078.49 100% Qualified IRA as specified below, which is not subject to inheritance tax under P A Regulations because decedent was 49 years of age and was therefore subject to a 10% premature withdrawal penalty tax. Walnut Street Securities Retirement Account #5W8-280484 Qualified IRA DOD value per attached letter from Isabel C. Masland Money Market $48,594.34, U.S. Treasury Strip due I I115/2020 $21,419.50 Washington Mutual Investors Fund 6979.537 shares@28.765. $20,064.65 Beneficiary: Joan M. Stoner Trust under Will for Benefit of Jennifer L. Stoner and Sarah C. Stoner, daughters 90,078.49 0.00 3 Page 2 of Schedule G *' COMMONWEALTIi Of PENN$"I'I..VANIA INHERITANCE TAX RETURN ReSIDENT DECEDENT ESTATE OF Stoner, Joan M. SCHEIll.E H RJNERALEXP9JSES& ADMNSTRA11VECOSTS FILE NUMBER 21 - 04 - 00698 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. FUNERAL EXPENSES: Parthmore Funeral Home, cremation DESCRIPTION AMOUNT 2 Market Square Presbyterian Church, honorariums and family meal 3 Second Presbyterian, interment 1,275.60 550.00 50.00 5,000.00 3,500.00 329.50 1,500.00 33.00 540.00 13,629.28 26,407.38 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State _ Zip 2. Attorney's Fees Dale F. Shughart, Jr. (0), Hamilton C. Davis (est. $5,000) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Jennifer L. and Sarah A. Stoner Street Address 1807 Creek View Court New Cumberland 3. City Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 5. Accountant's Fees State PA Daughters 17070 Zip 6. Tax Return Preparer's Fees Income Tax Returns, estimated 7. I Other Administrative Costs Register of Wills, Short Certificate 2 IBIS Appraisals, personal property appraisal Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) ESTATE OF '. SchedUe H FlreraI Expet 555 & Mnil is1li:lli...e CosIs COI1iI'lJEld COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Stoner, Joan M. 3 The Sentinel, advertise Letters 4 Register of Wills, certified copies 5 P A Boat Commission, kayak distribution 6 County Treasurer, kayak distribution 7 Cumberland Law Journal, advel1ise Letters 8 George W. Weaver & Son, furniture distribution 9 Barr's, carpet cleaning 10 LeAnn Wheeler, house cleaning II M & T Bank, checks 12 PP&L, electric 13 PA American, water 14 Beacon Hill Village, assessment 15 Register of Wills, Petition 16 Masland & Banick Advisory, professional services 17 BH Agency, realtor's commission 18 ReMax A-I, realtor's commission 19 Recorder of Deeds, transfer tax 20 Property Management, resale certificate 21 Lower Allen Township, sewer bill 22 Enviroquest, radon remediation 23 AHS, home warranty 24 Register of Wills, filing Inheritance Tax Return and Inventory. 25 Reserve for Final Account. FILE NUMBER 21 - 04 - 00698 Page 2 of Schedule H 115.79 40.00 10.00 2.00 75.00 945.80 648.93 470.00 51.75 142.81 68.70 95.00 27.00 200.00 3,510.25 3,460.25 1,549.00 75.00 12.00 725.00 375.00 30.00 1,000.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEJ\LlH OF PENNSYLVANIA INHERrfANCE TAX RETURN ReSIDENT DECEDENT -_..--------"-- .._------~_.__.,--------~----~._---------~- ESTATE OF Stoner, Joan M. Include unreimbursed medical expenses. ITEM NUMBER I i FILE NUMBER I 21-04-00698 ------------~~_._------ DESCRIPTION Checks written before death, clearing after death AT&T Wireless, cell phone 209.93 USP, college tuition 2,500.00 EK Services, sewer repair 1,680.00 PP&L, electric 133.21 LeAnn Wheller, cleaning 75.00 USM, auto insurance 185.93 M & T Bank, mortgage 947.54 Free Flow, sewer repair 170.00 Marie Clark, transportation 50.00 Marie Clark, transportation 26.00 Wednesday Club, dues 20.00 2 Verizon, phone bill 3 Johns Hopkins University, medical bills 4 MBNA America, Visa balance 5 PP &L, electric 6 P A American, water 7 USM, auto insurance 8 Hale River Groves, bill 9 Comcast, cable and internet 10 AT&T Wireless, cell phone II Pershing LLC, maintenance fee 12 Beacon Hill Village, assessment 13 M & T Bank, mortgage payoff plus interest 14 Advantage 2000 Consultants, refund over payment Total of Continuation Schedule(s) TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 5,997.61 197.50 1,063.39 2,507.49 154.37 131.72 187.34 28.53 88.37 78.D9 35.00 285.00 79,370.35 5,444.97 20.00 95,589.73 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE C~TI<OFP""''''''''^ LIABILITIES, & LIENS continued INHERITANCE TAX AETURN I AESID~!~.ec~~_!.__..________~ ___l._,_____.._~___,~____.__.~____~~.,___~ -------_._--_.-..,._----,.._-~--"--- -----'-------'.--------- i FILE NUMBER , 21-04-00698 __!-__._~._._ ___....___n'__._____ *' ESTATE OF Stoner, Joan M. Include unrelmbursed medical expenses. ITEM NUMBER 15 DESCRIPTION West Shore Tax Bureau, 2004 income taxes i AMOUNT ----L_______.. 20.00 Page 2 of Schedule I REV.1S13 ex+ (9-001 *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stoner, Joan M. , FILE NUMBER 21 - 04 - 00698 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT DoNat uaUrustee(a) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Jennifer L. Stoner 31 7 Woodland Avenue New Cumberland, P A 17070 , Daughter Personal property under Item II = $5,896.50. 2 Sarah C. Stoner 317 Woodland Avenue New Cumberland, P A 17070 Daughter Personal property under Item II = $5,896.50. 3 Dale F. Shughart, Jr. and Samuel L. Andes, co-Trustees under Item I of Codicil to Will c/o Dale F. Shughart, Jr. 35 East High Street, Suite 203 Carlisle, PA 17013 Trustees Residue Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET U. S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMS No. 2502-0265 . SETTLEMENT STATEMENT TIUepro for Windows"'" I Absolute Abstract, LLC B. TYPE OF LOAN 125 West Harrisburg Street Q'. FHA D 2. FMHA 03. CONV.UNINS. Dillsburg, PA 17019 D4.VA o 5. CONV. INS. 6. FILE NUMBER: I ~. LOAN NUMBER: (717) 432-7102 Fax: (717) 432-1535 100132 1634900086 MORT. INS. CASE NO.: C. NOTE: This form Is fumlshed to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked -(p.o.c.t were paid outside the dOSing: they are shown here for lnfannatlon purposes and are not InclUded Ifl the totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER Rachel A. Emerick Joan M. Stoner Esfate Consumer Mortgage ServIces, Inc. 20 Seneca Drive 35 E. High SI. Ste. 203 999 West Chester Pike York Springs PA 17372 Carlisle PA 17013 West Chester, PA 19362 G. PROPERlY LOCATION: H. SETTLEMENT AGENT: Absolute Abstract. LLC I. SETTlEMENI DATE: 1807 Creek View Court Oct 15 2004 Friday Lower Allen COP, PA PLACE OF SETTLEMENT: 125 West Hantsburg Street Dlllsburg, PA 17019 09:00AM J. SUMMARY OF IJORROWER'S l'RAN$ACTJON It SUMMARY OF SI:LLER'S TRANSACTION 100. Gross Amount Due From Bon'OWer 400. Gron Amount Due to S.lIer 101. C<:mtract$8lesprice 154,900.00 401. Contract sales price 154,900.0C 102. Personal Property 402. Pe~IP~rty 103. 5Etttlement Charges Vine 1400) 5,084.90 403. 104. 404. 105. Reimburse 10/04 fees 49.10 405. Reimburse 10/04 fees 49.10 Adjustments for Items paid In advance by aeller(s) Adjustments for Items paid In advance by seller(s) 06. CityfTown tax 1011612004 to 12/3112004 122.79 406. CJlylTown lax 10/1612004 to 12/3112004 122.79 107. County/City tax 407. County/City tax 108. Assessments 408. Assessments 109. School Tax 1011612004 to 613012005 975.85 409. School Tax 10/1612004 to 6/3012005 975.85 110. 410. 111. 411. 112. 412. 120. Gross Amount Due from Borrower 181,132.64 420. Gross Amount Due to Seller 156,047.7~ COO. Amounts Paid By Or In Behalf Of Borrow<< 500. ReductloJlt; In Amount Due To Seller 01. Oaposlt or earnest money 2,000.00 501. Excess deposit (see instructions) 02. PrlnclpaJ Amount of new loan{s) 123,920.00 502. Settlement charges to seller (line 1400) 9,706.50 03. ExIsting loan(s) taken subject to 503. ExIsting loan(s) faken subject to 204. 504. Payoff of Rm Mortgage Loan M&T Bank 77,475.27 05. 505. Payoff of 8&cond Mortgage Loan 06. Amount of 2nd Loan 23,235.00 505. 207. Amount of Check from Buyer 12,300.00 507. 08. 500. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seiler 10. CltyITown tax 510. CltyfTown tax 11. County/City tax 511. County/City fax 12. Assessments 512. Assl!lssments 13. School Tax 513. Schoof Tax 14. 514. ~15. 515. 18. 516. 17. 517. 18. 518. 19. 519. j220. Total Paid BylFor Borrower 161,465.00 520. Total ReclucUon Amount Due Seller 87,181.n 1300. CASH AT SEnLEMENT FromfTo BORROWER 600. CASH AT SETTLEMENT ToIFl'Om SELLER 01. Gross Amt. due from borrower (1lne 120) 161,132.64 601. Gross Amount due Seller (line 420) 156,047.74 1302. Le$s Amt paid bylfor bonower (lIne 220) 181,455.00 802. Less reduction In Amldue SeUer Vine 520) 87,181.77 03. Cash D FROM I8lTO BOlTOWer 322.36 503. Cash I8l TO o FROM Seller 68,885.97 Buyer or Borrower's Signature Seller's Signature HUD.1 L SETTLEMENT CHARGES Case # 100132 700. Total Sales Commission based on Prlee: $ 154,900.00 DIvision of Commlnlon at: $ 6,970.50 Total 3.510.25 S-H Agency 3,460.25 RemaxA-1 Realty Paid From -.... Funds No Sell'''''''' Paid From Seller's Funds At Settlement 4.50 % 701. 702, 703, 704, 800, 801, B02, 803. 804, B05, B06, B07, BOB, B09, 810. 811. 900. 901, 902, 903. 904, 905, 1000. 1001. 1002. 1003. 1004. 1005. 1006. 1007. 1008. 1100. 1101. 1102. 1103. 1104. 1105. 1106. 1107. 6,97Q.5O Commission paid at Settlement Traosaction Fee 10 "ema Payable In Connection With Loan Loan Ortglnalion Fee Loan DIscount Appraisal Fee to Credit ReporI: 10 Inspection Fee to Mortgage Insurance to Assumptlofl Fee to Administrative Fee to lender Credit to Remax A-1 Realty 195.OQ Consumer Mortgage ServIces, Inc. ApPraIsal Solutrons ($300.00 pac) Consumer Mortgage ServIoes, Inc. Borrowe' 800,00 (300,00) Items Requited. By Lemler To Be PaklIn Advance Interest frOm 1011512004 to 111112004 @ 19.9460 Mortgage Ins. Premium 0 Months to Hazartllns. Premium 1 Yl;l8rs to o Yearsto o Yearsto R8$erves Oepostted With Lender For Hazard Insurance 3 Months @ $ 42.59 Mortgage Insurance 0 Months @ $ C1tyrrown Taxes 0 Mentha@$ eountyTaxes 10 Months@$ 41.82 Assessments 0 Months@$ Schoo/Taxes 5 Months@$ 117.53 o Months@$ o Months@$ lDay 339.08 USAA 511.07{pOC} 127.77 /Month !Month !Month /Month !Month !Month /Month /Month 418.20 587.65 (527.90) AGG ESC ADJ nUe Charges Settlement or closing fee Abstract or tiUe search lltleExamIna\kJn Title Insurance Binder Document preparation Notary fees Attorney's fees (Indudes above items No.:) Title Insurance (indudes above Items No.:) letldel's coverage $ 123,920.00 Ovmets coverage $ 154,900.00 Endorsements 100, 300, 820, 900 to CIos\rIgProtect\onLet\er 10 E-mail OOCJOvemlght Fees 10 Government Recording and Tranafer ChargeS Recording Fees : Deed $ 38.50 Mortgage $ 60.50 CltylCounty taxfsiamps: Deed $1,549.00 Mortgage $ State taxlstamps : Deed S 1,549.00 Mortgage $ Home warranty to WlreFee to Additional Settlement Charges Re-Sale CertifIcate to Property Management, Inc. Pest, Horne & Radon Inspections to Balchler & Tillery SewerIRefuse 4th Quarter to ~ Allen Township One time lnitiatloo Fee to Property Management, Inc. Installation of Radon System to Enviroquest Total Settlement Charges (enter on lines 103 & 502, Sections J & K) 25.00 Notary Fees 1108. AbSOlute Abstract, llC 1109. 1110. 1111. 1112. 1113. 1200. 1201. 1202. 1203. 1204. 1205. 1300. 1301. 1302. 1303. 1304. 1305. 1400. First American ($200.00) First American ($35.00) Absolute Abstract. lLC 55.00 99,00 1,549.00 1,549.00 375.00 12.00 75.00 380.00 61.35 12.00 95.00 725. 5,084.90 9,706.50 Release $ AHS Absolute Abstract. lLC Parties agree Ih8t no liability Is aBSurned by Settlement Agent fof the accuracy of lntomlatlon furnlshed by others as IhoWn on the HUD-1 Settlement Statement. 9uyerorBorrowef'sSlgnalure SaDer'IStgnature BuyeI's.Mdr&$aS,Phone: Seller'. New Address & Phone: The HUD-1 Settlement S!lttement which I have prepared II a truo and accurate account of this transaction. I haw caused Of win cause the funds 10 be disbursed in acoordanc:e with thlll stetern l IO/Is-lov Date I I _ma~e fa.l~~ .&tate."l8"~ to ~~nltecl SUItes on thIs or any slrnllar form. Penalties upon convlction can include a fine and Imprisonment. For details L. SETIlEMENT CHARGES Case # 100132 700. Total Sales Commission based on Price: $ 154,900.00 Division of Commission at: $ 6,970.50 Totai 3,510.25 B-H Agency 3,460.25 Remax A.1 Realty Paid From Paid From Borrower'e Seller's Funds AI Settlement 4.50 % 701. 702. 703. 704. 800. 801. 802. 803. 804. 805. 806. 807. 80B. 809. 810. 811. 900. 901. 902. 903. 904. 905. 1000. 1001. 1002. 1003. 1004. 1005. 1006. 1007. 1008. 1100. 1101. 1102. 1103. 1104. 1105. 1106. 1107. Commission paid at Settlement TransacUon Fee to Items Payable In Connection With Loan loan Origination Fee loan Discount Appraisal Fee to Credit Report to InspecUon Fee to Mortgage insurance to Assumption Fee to Administrative Fee to lender Credit to Remax A-1 Realty 195.00 Consumer Mortgage SelVlces, Inc. Appraisal Solutions ($300.00 pee) Consumer Mortgage SelVlces, Inc. Borrower 600.00 (300.00) Items Required By Lender To Be Paid In Advance Interest from 1011512004 to 11/112004 @ 19.9460 Mortgage Ins. Premium 0 Months to Hazard Ins. Premium 1 Years to o Yearsto o Yearsto Resltl'V8S Deposited With Lender For Hazard Insurance 3 Months @ $ 42.59 Mortgage Insurance 0 Months @ $ CltylTown Taxes 0 Months @ $ County Taxes 10 Months@$ 41.82 Assessments 0 Months @$ School Taxes 5 Months@$ 117.53 o Months@$ o Months @ $ /Day 339.08 USM 511.07{poc) 127.n 'Month /Month /Month -.th !Month /Month -.th IMonth 418.20 587.65 (527.90) AGG ESC AOJ ntle Charges Settlement or closing fee Abstract or title search TItle Examination TIlle Insurance Binder Document preparation Notary fees Attorney'S fees Ondudes above Items No.:) TItle Insurance (Indudes above Items No.:) lender's coverage $ 123,920.00 OWner's coverage $ 154,900.00 Endorsements 100, 300. 820, 900 to Closing Protection letter to E-ma1i DOCIOvemlght Fees to Government Recording and Transfer Charges Recording Fees : Deed $ 38.50 Mortgage $ 60.50 CllylCounty taxlstamps : Deed S 1,549.00 Mortgage $ State taxlstamps : Deed $1,549.00 Mortgage $ Home Warranty to Wire Fee to Additional Settlement Charges Re--SaIe CertifIcate to Property Management, Inc. Pest, Home & Radon Inspections to Belchler & TIllery SewerlRetuse 4th Quarter to lower Allen Township One time Initiation Fee to Property Management, Inc. Installation of Radon System to Envlroquest Total Settlement Charges (enter on lines 103 & 502. Sections J & K) Notary Fees 25.00 1108. Absolute Abstract, U.C 1109. 1110. 1111. 1112. 1113. 1200. 1201. 1202. 1203. 1204. 1205. 1300. 1301. 1302. 1303. 1304. 1305. 1400. First American ($200.00) First American ($35.00) Absolute Abstract, llC 55.00 99.00 1,549.00 1,549.00 375.00 12.00 75.00 380.00 61.35 12.00 95.00 725.00 5,064.90 9,706.50 Release S AHS Absolute Abstract, llC Parties agree that no Dabl1lty Is assumsd by Settlement Agent for the accuracy of Infonnation furnIshed by others as shown on the HUO.' Settlement Statement Buyer or Borrower's Signature SelIe(sSlgnature Seller's New Address & F'honIl: BU)'V's Address & Phone: ~' s_]'at.n_"""""""'.....""'..tn""".=~~.=nlofthl..."........ 1""",,,",,,,,,,,",,",,"'fim"~"""'"""'.'="'~wIIh'" ~~J?>.- IO/IS-Joy Settlement Oate I f ,... _......... _ _ _..__ '_ ~~~. _I,. .....~~" f,,'~" ~1,,1...,..,"'nt~ In IhA Unlled Stales 01"1 this or any similar fofm. Penalties upon conviction can Include 8 flne and Imprisonment. Fordetail APPRAISAL REPORT OF PERSONAL PROPERTY OF Joan Stoner. deceased date of death (d.o.d.) July 17,2004 1807 Creekview Ct. New Cumberland, P A 17070 for: Jennifer Stoner. co-executrix 1807 Creekview Ct. New Cumberland, P A 17070 & Dale F. Shughart, Jr., co-executor Shughart Law Office 35 E. High St. Carlisle, PA 17013 AS OF: d.o.d. July 17,2004 Reported on August 10, 2004 BY: IBIS APPRAISAL SERVICES 14.5 N HanoverSt. P'Q.Box g4 Carlisle, PA 170n (717) g4.5-J474 fax Zi8-9.5()g Ibisas@etlrtlJinknet TABLE OF CONTENTS Table of Contents 2 Appraisal Certificate 3 Appraisal Summary 4 Photograph & CD-ROM Instructions 5 Personal Property Listing 6 Appraisal Summary (Copy) 20 References 21 Statement of Qualifications 22 Assumptions and Limiting Conditions 23 2 APPRAISAL CERTIFICATE I hereby certify that, upon the request for the estate appraisal of the personal property of Joan Stoner, deceased, 1807 Creekview Ct. New Cumberland, P A 17070, I have personally and physically inspected the listed personal property. The personal property was appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. July 17, 2004 & reported on August 10,2004. The date of inspection was August 4, 2004. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources. The personal property was found to be in GOOD to EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. 3 APPRAISAL SUMMARY It is in my opinion, that as of d.o.d. July 17, 2004, the Fair Market Value of the personal property of Joan Stoner, deceased: (Eleven Thousand Seven Hundred Ninety Three Dollars and Zero Cents) ($11,793.00) IBIS APPRAISAL SERVICES The report must be read in its entirety. The Appraisal Summarv ONLY is not the appraisal report. 4 6 7 Personal Property Listing 1 [~._._-'" "'"~' , $45.00 Game. Air hockey table by Sportcraft. Free standing. Location: Basement. Corresponding Digital File: r0300137.jpg 2 Christmas Ornaments. Selection of misce11aneous Christmas ornaments including lights, garland, ornaments and Dream Santas. Location: Basement. $75.00 3 Onnmnl! Gear. Selection of camping gear including tents, sleeping bags and floor pads. Location: Basement. $45.00 4 $425.00 Print. Framed and matted print of coats on door. Location: Basement. Corresponding Digital File: r0300J38.jpg $10.00 5 Print. Framed news article of danghters. Location: Basement. Corresponding Digital File: r0300139.jpg $3.00 Print. Framed and matted print by Rob Evans 1983. Location: Basement. Corresponding Digital File: r0300J 40.jpg $15.00 Jellv Cnoboard Dark pine jelly cupboard. Two door over one drawer over two door. Location: Basement. Corresponding Digital File: r030014J.jpg 8 Records. Selection of vinyl record albums. $20.00 Location: Basement. 9 Television. Zenith 27' color television. $85.00 Location: Basement. 10 DVD & VHS. DVD and VHS recorders. $30.00 Location: Basement. 6 11 12 13 14 15 16 17 18 Linens. Selection of miscellaneous linens, bedding, sheets, mgs, towels, comforters, pillows and blankets. Location: Basement. Dolls. Coralle wood box with two dolls. Location: Basement. Corresponding Digiial Files: r0300/42 & r0300/43jpg Doll. Thumbelina 16" doll by Ideal. With box. Location: Basement. Corresponding Digital File: r0300/44.jpg Doll. Arranbee composition doll. 12". Location: Basement. Corresponding Digital File: r0300/45.jpg Doll. Annand Marseille Germany doll with sleep eyes. 15". Bisque head, composition bands, cloth body. Has cryer that works. Christening gown. Location: Basement. Corresponding Digital Files: r0300/46 & r0300147jpg Doll. Composition Kewpie doll with original sticker. Blue wings. 9" tall. Location: Basement. Corresponding Digital File: r0300/48.jpg Table. Mahogany drop leaf table with paw feet and large birdcage. 30" taIl, 37" wide, 38" deep. Each leaf is 14" wide. Location: Basement. Corresponding Digital Files: r0300/49 & r0300150jpg Frame. Large gold gilt frame. 29" x 22". Location: Basement. $20.00 $45.00 $75.00 $25.00 $175.00 $200.00 $225.00 $30.00 7 19 20 21 22 23 24 25 26 27 28 Paintinl!. Oil on canvas painting. Beach scene by Howard. 31" x 17". Location: Basement. Corresponding Digital File: r0300151.jpg Stereo. Panasonic stereo with tuner, turn table, amplifier, duel tape deck and speakers. Location: Basement. Corresponding Digital File: r0300152.jpg Desk. Modem desk, file cabinet and bookcase/shelving unit set. Green drawers. Location: Basement. Corresponding Digital Files: r0300153 & r0300154.jpg Frames. Selection of miscellaneous frames and pictures. Location: Basement. Print. Large framed and matted De Lacroix print. Location: Basement. Corresponding Digital File: r0300155.jpg Chair. Modem office swivel chair. Location: Basement. Print. Peaceable Kingdom by Hick. Location: Basement. Corresponding Digital File: r0300156.jpg Rockinl! Chair. Flat back vintage rocking chair. Location: Basement. Corresponding Digital File: r0300157.jpg Paintinl!. Charcoal painting. Title: Maple Syrup, Somerset County. Artist: Ruggier. Framed and matted. Location: Basement. Corresponding Digital File: r0300159.jpg Paintinl!. Charcoal painting. Title: Leigh County. Artist: Ruggier. Framed and matted. Location: Basement. Corres ndin Di ital File: r0300160. . $30.00 $20.00 $35.00 $25.00 $10.00 $10.00 $50.00 $40.00 $15.00 $51.00 8 29 30 31 32 33 34 35 36 37 38 Cabinet. Vintage two piece pine cabinet secretaIy. Top: Two door. Bottom: Slant front with pigeonholes and two doors. Location: Basement. Corresponding Digital File: r0300161jpg Matchbox Car. Daffy Duck Walt Disney Co. matchbox car. Location: Basement. Corresponding Digital File: r0300162.jpg Truck. Hubley Kiddie Toy 452 truck. 6 %" long. Location: Basement. Corresponding Digital File: r0300163jpg Saueak Tov. Daffy Duck Walt Disney Co. squeak toy. 4 \4" tall. Location: Basement. Corresponding Digital File: r0300164.jpg AirDlane. Hubley Kiddie Toy airplane with folding wings. 6" long. Location: Basement. Corresponding Digital File: r0300165jpg Truck. Tin truck with tool box. 10" long. Location: Basement. Corresponding Digital File: r0300166jpg Car. Battery operated Irwin car. Location: Basement. Corresponding Digital File: r0300167jpg Truck. Buddy L Emergency Auto Wrecker. 13" long. Location: Basement. Corre ndin Di ital File: r0300168.' Truck. Made in Japan tin school bus. 4" long. Location: Basement. Corresponding Digital File: r0300169jpg Sewine: Machine & Eauimnent. Singer Feather Weight sewing machine, case and miscellaneous selection sewing equipment and notions. Location: Basement. Corresponding Digital File: r0300158jpg $275.00 $4.00 $12.00 $6.00 $30.00 $5.00 $3.00 $75.00 $3.00 $100.00 9 39 40 41 42 43 44 45 46 47 48 49 Easter Decorations. Miscellaneous selection of Easter decorations including a Hideaway Hollow decoration. Location: Basement. Halloween Decorations. Miscellaneous selection of Halloween decorations. Location: Basemeot. SDinnino: Wheel. Medium sized vintage spinning wheel. Location: Basement. Corresponding Digital File: r0300170.jpg Bicvcle. Activa Trail bicycle by Univega. Location: Garage. Corresponding Digital File: r0300171.jpg ak. 1999. Sled. Viotage Lightening Glider. Rusty. Location: Garage. Corresponding Digital File: r0300172.jpg Print. Large framed and matted cottage print Location: Garage. Corresponding Digital File: r0300J73.jpg Skis. Used cross counlIy skis. Location: Gara . Milk Can. Viotage tin milk can. Marked, "LIQ 4 Quart". Location: Garage. Corresponding Digital File: r0300J74.jpg PaintinlZ. Oil on canvas painting. Subject: Fruit. Artist: Pudding. Framed. Location: Foyer Hallway. Corresponding Dtgital File: r0300J75.jpg $40.00 $30.00 $30.00 $45.00 $300.00 $5.00 $10.00 $5.00 $20.00 $25.00 $15.00 10 50 51 52 53 54 55 56 57 58 I I PaintiOl.. Watercolor painting. Subject: Radishes. Artist MaIy Lou Lendennan. Framed and matted. Location: Foyer Hallway. Corresponding Digital File: r0300176jpg Coverlet. Vintage coverlet by 1. Lutz E. Hernpfield Township for Fanney Mummah 1843. Location: Foyer Hallway. Corresponding Digital File: r0300177jpg Paintine:. Watercolor painting. Subject: Bottle. Artist J. Lowry 1979. Framed and matted. Location: Foyer Hallway. Corresponding Digital File: r0300178jpg Paintine:. Watercolor painting. Subject: Coats. Artist: Ann Fitzpatrick. Location: Foyer Hallway. Corresponding Digital File: r0300179jpg Bench. Nichols and Stone compaoy (Hitchcock-like) bench. Location: Fo er HaIlwa . Table & Chairs. Modern set. Round table with wood lop and iron legs with four matching chairs. Location: Kitchen. Corresponding Digital File: r0300181jpg Cabinet. Wood cabinet with one drawer and four shelves. Location: Kitchen. Corresponding Digital File: r0300182jpg Pottery. Selection of modern pottery from Thousand Villages. Location: Kitchen. Corres ndin Di ital File: r0300183. . Cabinet Modem three door, three shelf cabinet. Location: Kitchen. Corresponding Digital File: r0300184.jpg $40.00 $200.00 $20.00 $25.00 $45.00 $25.00 $25.00 $5.00 $8.00 11 59 60 61 62 63 64 65 Paintinl!. Watercolor painting. Subject: Flowers. Artist: Sara Jane Reed. Framed and matted. Location: Kitchen. Corresponding Digital File: r0300185jpg Cookie Jar. Redwing Dolch girl cookie jar. Location: Kitchen. Corresponding Digital File: r0300186.jpg Tin Vmtage Keebler tin. Location: Kitchen. Corresponding Digital File: r0300187jpg Masher. Primitive vintage wood masher. Location: Kitchen. Corresponding Digital File: r0300188jpg Tins. Miscellaneous selection of vintage spice tins. Location: Kitchen. Corresponding Digital File: r0300189.jpg Kitchenware. Miscellaneous selection of kitchenware. Location: Kitchen. Chocolate Molds. Bu:ffaIo and tUIkey chocolate molds. Location: Kitchen. Corresponding Digital File: r0300190.jpg $35.00 $45.00 $25.00 $15.00 $10.00 $35.00 $40.00 12 66 67 68 69 70 71 72 73 Chairs. Set of six Hitchcock chairs in brown. Location: Dining Room. Corresponding Digital File: r0300J92.jpg $120.00 Table. Large dining room table. Location: Dining Room. Corresponding Digital File: r0300J9J.jpg $75.00 Sideboard. Colonial Furniture sideboard. One drawer over two door. Location: Dining Room. Corresponding Digital File: r0300J93jpg $175.00 Print & St.mo, Duck print and stamp by Rob Leslie 1987. 3648/3780. Location: Dining Room. Carresponding Digital File: r0300J94jpg $65.00 Tole Trav. Painted and pierced tole tray. Location: Dining Room. Corresponding Digital File: r0300J96jpg $50.00 Sofa Table. Wood and iron modem sofa table. Matches kitchen table and chairs. Location: Dining Room. Corresponding Digital File: r0300J95jpg $10.00 Charl!er. Wilton Pewter charger. 19" diameter. Location: Dining Room. Carresponding Digital File: r0300J97jpg $20.00 Mirror. Federal-type mirror with print on top half Damaged. Location: Dining Room. Corresponding Digital File: r0300J98.jpg $20.00 13 105 106 107 108 109 1I0 III 1I2 1I3 1I4 1I5 1I6 Television. Panasonic 20" color television. Location: Master Bedroom. Corresponding Digital File: r0300232.jpg Table T .limns. Two brass table lamps with prisms. Location: Master Bedroom. Corresponding Digital File: r0300233.jpg Qyill. Double bed size wedding ring quilt with calico swatches. Location: Master Bedroom. Corresponding Digital File: r0300234.jpg Books. Selection of miscellaneous books including fiction, nonfiction and coffee table. Location: Master Bedroom. Pen. Tiffany pen, bag and box. Corresponding Digital File: r0300243.jpg Pins. Two Swarovski pins. Corresponding Digital File: r0300244.jpg Jewelrv Set Filigree jewehy set: Two pairs of earrings, bracelet and pin Corresponding Digital File: r0300245.jpg Earriru!s. Dos Pesos earrings in 14k gold setting. Corresponding Digital File: r0300246.jpg Pin Pearl pin I lI8" diameter. 3 lI2mm pearls. Corresponding Digital File: r0300247.jpg 18k white gold and 14k Earrin2S. Sterling silver hematite and onyx earrings. Corresponding Digital File: r0300250.jpg $35.00 $35.00 $50.00 $45.00 $35.00 $40.00 $25.00 $40.00 $15.00 $40.00 $15.00 $5.00 18 117 lIS 119 120 121 122 123 124 .. .,"."". .,,\~t..;~.I..' t. "~, t' .~.~.:: Rim~. Moonstone ring set in ISk gold Corresponding Digital File: r0300251jpg Bi!!g. Opal ring set in 14k gold. Corresponding Digital File: r0300252.jpg Rinl!. Diamond solitaire ring. Diamood: Brilliant cut Y, carat set in 14k old Rinl!. Diamood solitaire ring. Diamond: 3/16 carat set in reticulated 14k old Rin!!. Diamond and sapphire ring. Twelve diamonds at 1/32 carat each set in 14k old. Rinl!. Diamond and emerald ring. Eighteen round emeralds at 1/32 carat each and nine diamond chi s set in old Rin!!. Diamond ring. Three diamonds set in 14k gold Two diamonds at y. carat each, one diamond at Y, carat Necklace. Freshwater I necklace at 12". $40.00 $50.00 $1,000.00 $150.00 $500.00 $450.00 $1,500.00 $35.00 Total $11,793.00 19 APPRAISAL SUMMARY (COPY) It is in my opinion, that as of d.o.d. July 17,2004, the Fair Market Value of the personal property of Joan Stoner, deceased: (Eleven Thousand Seven Hundred Ninety Three Dollars and Zero Cents) ($11,793.00) IBIS APPRAISAL SERVICES AI_~~~- The report must be read in its entiretv. The Appraisal Summarv ONLY is not the appraisal report. 20 .J,.....Juc:.............J_c:....J.....Ju Rue 16 04 01:34p CIS 13029342136 p.l FmM&fBank d<,jIJ Mitch..;1l Rl,\~[. Milll,hllm. Ill-". t'J'X\f\ Ma\l C~xlc fW.-MB-IZ I~hllnc (~g,N) 5l)2-IlJ49 FlIX (]02) 1)J4.21)~5 ^"L'JI~llit. 2004 Fax: 717-241-4021 Oak F. Shughart .Ir Attorney At Law 3S East lli~b Street Suite 203 Carlisle. Pennsylvania 17013. R,,: ,,:"1111<, of:' .loan M S/oner Social S"curl/Y: 181-42-8226 Dat<' o{"Dell/h: .July 17, 2(1).{ Dear Sir or Madam; Per your inquiry dilted August 10. 2004, please be advised that at the time of dc.,th. the ilbovc-n01lllcd decedent had on dCfl(lSit with thi!> bank Ole Jollowing: I. 'l),!)(! I!{ Accmmt Chcc.;king An'rJ7Jnl ACCOlml Numl><.:r 102160]0 ()wn"~rsh;p (Names (if) .Joan fl.4 SJoner Duk F Shu~h(Jrt .Jr, P( )11 .Ic1In!li.'F L .Wo/1(!r. 1'011 ()f'<~l1iTrK Date 0//24/92 Bakmc.c on Dale it! L>(;~alh $15.040.72 A(:aued !Juerc.?st $ 0,39 Towl $15,04/./1 2. Type of Accounl Saving<<: Account A(."COtltll Numkr 01500<1207045962 ()w/1(~rship (Name.,. oj) .loan /M Stoner. Juint Owners .s'uruh c.' S1otl(!r, .fnint ()wl1Cr,1," Opening Dale 07//J/02 Balance on Dale (if Death $3/0. 14 Accrued Inlere.~.' $ (WI Toful $]/0.15 HU~ Jb U~ Ul:~~p ~J~ 1<lUt::S3'1c136 p.t:: 3. 7J'Pt! {if A(,:(:ounl Savil1K.... An~m.lhl .1(."(:01ml NWJ1hcr (}/50Q.lZ08487999 ()wn(!/"...-hip (NllI}'leS oj) Joan Ad Slone'T, C-u;<lrJdian Sarah (' SlOtl(!r. Minor ()pc.'f1il1;; Dale 1///6t9J BulaneL! OJI /Jale (!/!:h!{1lh $2, /9/1,84 Accrued In/en'sl :; O.OJ TOful $2,/90.87 4. 1.'pp(' ({Ac,'(mnl In.'iI(lllmL'ntl.ot.lrr Ac('oun! N.",mber /0000/93/91195 (100! ()wm:n.hip (Natlu~,\' (~/) .lot.lnMSJoncr ()peninJ{ Dwe 06/J4//I.l !Jll!tUR'.(~ on Date flj"/Jeufh $79,203.6f) (. 'urrent 8",1<1I1n: . $7,')'.398.19* '/(1((/( $/1,1)0 Please be :1dviscd. tht:rc wn~ no safe (h.~posit box found H)f the above uec<...'(]cnt. ,,'or further account inform;Jtion, rC2:anUn~ ownCfS'lip, cln~ulrcs and/or reimb\lr"Scment of funds, plcnsc caU the Highland l'nrk.Officc# 717-737-3321. WYolir inqv.i.ry Im~ been forward\.':t..I to the Loan Department to rc.~C3rch insurance covcn'gc un (he Installment [..<>>'n Account; fi)r a f>>Iy-otT balance and 4l:dditiunal information on the loan account, plCMSC caU the Joan cu~tomcr service fll-ll<j(,..4()8-Z7Z7 option I. Sincerely, 1/"7/ '/1 (;(',1,rd'7'- Nallc)' Clagett Records Management --- MAsLAND & BARRICK -ADV1SORY.INC.- INOIiPI'.NDENT fIN.~NCIAI. ADVISORS Account Values on 7/17/2004 For Joan M. Stoner Account #5W8-269123 Reich & Tang Money Market Eaton Vance Cash Management Fund = $ 6,902.69 80.613.77 = TotarDOD Value $87.516.46 Account #5W8-280484 (IRA) Money Market U.S. Treasury Strip due 1l!15/2020 ($50,000 maturity value) Washington Mutual Fund = $48,594.34 21,419.50 = = 20.064.65 Total DOD Value ofIRA $90.078.49 Prepared 8/25/2004 based on account values on 7/17/2004 ag"'/4 d~#-'/;-A/./ Isabel C. Masland, CFP@, CDP Stoner, Joan ODD values 25 Aug 2004 3461 Market St., Suite 102, Camp Hill, PA 17011 Tel. 717-761-6606 Fax 717-761-7524 www.maslandandbarrick.co1l1 Securities offered through Walnut.Street Securities, Inc. Member NASD, SIPC Masland & Barrick Advisory, Inc. and Walnut Street Securities are unaffiliated entities. &."'. ,~<. .., ,.., '" '.'> 1\..$"", ;i:\ ", ;".,> . :.. .~p. June 30, 2004, year-to-date Pagel of 4 PORTFOLIO SUMMARY JOAN M STONER 1807 CREEK VIEW CT NEW CUMBERlND PA 17070-2208 Statement humber: 011874653 (800) 662-2739 - Client Services wwW.vanguard.com Website (800) 662-6273 Tele-Account 8 o .. 1",111".11111,1",11111"11111,1.111",1,,1,1111,1,,,1,11,,I TOTAL OF ALL ACCOUNTS Value on 12/31/20Cl3 Value on 6/30/2004 $ 5,005.1 0 $ 5,203.77 RETlllEMENT PLANS Growth and Income Inv (Roth IRA) Growth Index Fund Inv (Roth IRA) Total retirement pla/1$ CUSIP TICker 921913.10.9 VQNPX 922908.50.4 VIGRX Value on 12/3112003 $ 3,784.25 1,270.85 $ 5,055.1 0 Value 006/30/2004 $ 3,908.33 1,295.44 $ 5,203.77 $ 27.88 Portfolio allocation Short.term investments Bonds Stocks 0.0% 0.0 100,0 100.0% Roth IRA if'ICOrnayear.to.date $0.00 0.00 0,00 2004 contributions to RottllRA 2003 contributions to Roth IRA 2004 distributions tram Roth IRA Have all or part of your paycheck, Social Security check, or pension check deposited directly into your Vanguard(R) nonretirement or retirement accounts through our Direct Deposit Service. You can sign up quickly and easily onlirie or by telephone. Go to wwW.vanguard.com or contact a Vanguard associate at 1-800-662-2739. \0l{h..>. /7, J-j) () 'fVc<.I.i.t~j..pt' fL EJbI G.- fJ'^-tAerc -:5df\ ~-r VtXrxj.L{Cff6J7. . . . . G- fl-- lA/t~ 1-- ~ rJ CO Mdt 7!f,b a7~ 7b f~~.5~ O-']/J q ?} Z5' petJ.fJ ~ \1\-#.. {f,!~::-J,7?~ W &-00 W-th L)A~ ti 7 kb 2- tf: "3 Y p--e-^-I/ . . 7ft t{ ~..L7 (fr^-~h~ h~r ),4. 70~ 162311 1. 4 604 1048 01 9 'X 111I1II1~lIll1mlll ~11I11I1I1I11I1~1I111111111111111111111111111111111 1&>. ."' ., ,"'" ,... ..,\' .., . . ~.. ~P. ]uhe30, 2004, year-to"date Page 2 of 4 TRANSACTION DETAIL JOAN M STONER (800) 662-2739 - Client Services Statement number: 011874653 TRANSACTION ACTIVITY Vanguard Growth and Income Fund Investor Shares (Roth IRA) Trade date Transaction description Dollar arTlOlI"ll Fu1d I Account no. 00931 09931969062 Share price Shares transacted Total sharesowried 6/04 -.352 6/25 Balance on 12/31/2003 Custodial fee deducted Custodial fee Income dividend .18 Balance on 6130/2~ $ 3,784.25 0.00 -10.00 24.32 $ 3.908.33 $ 27.94 28.33 135.442 135.090 28.55 $ 29.75 .852 135.942 135.942 Year-to-date Short-term gains / InCome dividends Long-term gam $24.32 $ 0.00 0.00 ContrbUlk>ris & Distributions Vear and type $ 0.00 2004 contributions 0.00 2003 contributions 0.00 2004 distributions Vanguard Growth Indax Fund Investor Shares (Roth IRA) Tr_ date Transaction ciescrptlon Balance on 12/31/2003 Income dividend .04 Accl maint feEl Custodial fee deducted Custodial fee. Income dividend .03 Acct mainl fee Balance on 6/30/2004 Dollar amount $ 1 ,270.85 0.00 -2.04 0.00 -10.00 0,00 -1.52 $ 1 ,295.4. 3/26 6/04 6/25 Distribution payable date. 6/28/2004 Fu1d / Account no. 0009 /09931969062 Share price Shares transacted Total shares owned $ 24.92 24~85 50.997 i 50.997. 25.35 -.394 50.603 25.46 SO.603 $ 25.60 50.603 Year-to-date Short-term gahS / Income dividends Long-term 9ains $ 3.56 $0.00 0.00 ContrbutioriS & Dlstributk>ris' Vear and type $ 0.002004 cOntributions 0.00 2003 contributions 0.00 2004 distributions Distribution payable date 6/28/2004 162312 2. 4 604 104B 01 i' 91x 5222 OP005222 , ,'.--"',, :,' , ",- " , ",\"..,,:._,,': :;:,:.<-:><<,: ,:.:";,<.:' _::::~\i<\, , PI~~,~~:re:a;i:f.~h,s,::st~~erriem,l ,6~erull~,; i 0001 20041008 OP4K " -. ;,' ,J ',_' " " _,'.'" , ';.:-- ,',' ,',,-,,'--- , ' " ' .,' - , ";, ",,'.' (,<~>-" "'- ."" :,,: " Ariy'~'it'of-rt1Cr~(b~:reportad to F(~ljty !~ve:$t,rri~n!~bwwiir:L9(rda.y,s, . . . . . Page 1 of 5 ~ CIGNA PENSION PLAN STATEMENT For Period Ending December 31, 2003 This is a statement of the benefits you earned under the Pension Plan through December 31, 2003. Please keep this document with your important benefit records. 1 102 29094 ******AUTO**MIXED AADC 060 JOAN M STONER 1807 CREEK VIEW CT NEW CUMBERLAND, PA 17070-2208 1...11I,,,11I...1,,,111,,,,,1,1,,1.11111,1,,1,1111,1,1,1,11,,1 Your Date of Birth: 10/25/1954 As of December 31, 2003: Vesting Service: 6.00 years Pension Credit Service: 5.75 years You are fully vested in your Pension Benefit. The benefit is available after termination of employment. Pension Plan l. Opening Balance as of January 1, 2003 $9,829.46 2. Benefit Credits $2,226.56 3. Interest Credits $482.10 4. Closing Balance as of December 31, 2003 $12,538.12 Understanding Your Statement: 1. Your 2003 new Benefit Credits were allocated at the end of each quarter based on your age + Pension Credit Service as of January 1, 2003. Benefit Credits are earned once you have completed a Year of Service (generally 1,000 hours) in 2003. 2. Interest Credits in 2003 were based on a 4.50% annualized rate. .CIGNA Retirement & Investment Services reserves the right to correct any discrepancies or errors in the employee information and the right to adjust your pension calculation in the event that information furnished was incorrect or a clerical error was made. -If you have any questions about your Statement, please contact a CIGNA Plan Specialist at 1.800.253.2287. II (:IGNA i ''l CIGNA:R~~r~,enr&-,Ifj~tm~iitservices / Atb1i..BeneJits tvt~8IJ'er' / Personal and COnfidElI'itiaJ ! 280 Trumbull 51 H06X r ~~~2~;~6'04 .- -- """0 ~o ~~ """~ -- ~o """~ -~ ~~ """~ -- = """,,,,'1',,,',,.1,1,,,,,1,1.,'.11,,,,1,,1,'1..,1,,,,,,1..1 JOAN M STONER 1807 CREEK VIEW CT NEW CUMBERlAND PA 170700000 Attount Summar Account Value on 04101/2004 Investment Results Accoorrt Value oil 06130/2004 Vested Percentage $7.353.32 73.84 $7,427.16 100% . f'; Person,,' Perlorm"nte Your Perfonnance This Period Your Perfonnance Year To Da1e 1.lNI% 2.02% Your personal performance is caJcuiated taking into conslderaOon your opening and closing accront values and cash activity such as contribuOons, loans and withdrawals on the date they occurred Current Asset Allot"t;on ~ ~ '" * q I ~. ;:;.' ,. . . ., 100% Stable Value ..... . . . This is the aJlocaOon of Your currerit plan investments. exact due to . rounding. April 1 , 2004 - June 30, 2004 Birth Date: Hire Date: 1 0/25/1954 07/0711997 Inlra~orp 40 r Ie Profi, Sharing PI... News From Your Plan Sponsor PLEASE READ THE ATTACHED UPDATED INTRACORP 401 (K) PERFORMANCE SHARING PlAN SUMMARY . PLAN DESCRIPTION DATED JULY 9, 2004. Plan for your future! Take advantage of the information contained in your retirement statement to make sure you are on the right track for the future. Research has shown that planning today can have a significant impact on the success of your retirement savings goals. To learn more about retirement planning, log 011 to www.myCIGNA.com and visit The Academy - our educational website for interactive tools, financial planning courses and a collection of financial artides. Lastiy. please be sure we have your current address. Make changes by contacting Prudential Retirement at 800-253-2287. Diversifying your investments can help provide you some relief against the impact of poor performance within a single investment category. To learn more about how you might diverSify your retirement account, simply log on to WWW.myCIGNA.com. visit The Academy, and take the online course "How to Choose Your Investments." ~enfial Retirement ttn: ,Be(lefilsMavager P"rnonal and Confidential . 280 Trumbull Sl H06X PO Box 2975 Hartford CT 06104 . j: "..~ .... -- iii =' !!!!!~ !!!!!. !!!!!~ 1..,111",111,"1",111"",1,1"1,111",1"1,11,,,1,,,1,11..1 JOAN M STONER 1807 CREEK VIEW CT NEW CUMBERlAND PA 17070 =- AflOUllt Summar Account Value on 07/01/2004 Investment Results Accouill Value 'on 09J30/2004 Vested Amount $38.789.87 401 .79 $39,191.66 $39,191.66 Persollal Performall,e Your Perfonnance This Period Your Perfonnance Year To Date 1.04% 4.65% Yoo- personal performance Is calculated taking Into conslderaUon your opening and closing account values anrl cash acUvity such as contribuUons, loans anrl withrlrawals on the r/ate they OCCtJrrerl. Currellt Asset Allo,atioll III CIGNA A BusIness orCar/ng. July 1, 2004 - September 30, 2004 Birth Date: Hire Date: I! :1 10/25/1954 07/07/1997 , , i:I !ii I ('GNA 40 r (Ic) P'an News From Your Plan Sponsor Research has shown that planning today can have a significant impact on the success of your retirement savings goals: Ta~.e advantage of the Information your retirement statement provides to plan for your future! For additional information on retirement planning, log on to www.myCIGNA.com and visit The Academy - our educational website for interactive tools, financial planning courses and a collection of financial articles. \ i ,I ,. Contributions from paychecks 7/15/04 to 9/23/04 are included in this statement '---------' MAsLAND & BARRICK -ADVISORY. INC.- 1~D1\P~:NOENT FIN.~NCIAI. ADVISORS Account Values on 7/17/2004 For Joan M. Stoner Account #5W8-269123 Reich & Tang Money Market Eaton Vance Cash Management Fund = $ 6,902.69 80.613.77 = Total-DOD Value $87.516.46 Account #5W8-280484 (IRA) Money Market U.S. Treasury Strip due 11/15/2020 ($50,000 maturity value) Washington Mutual Fund = $48,594.34 = 21,419.50 = 20.064.65 $90 078 49 Total DOD Value ofIRA Prepared 8/25/2004 based on account values on 7/17/2004 a !l~/4 ~~~/;-4A'~ Isabel C. Masland, CF @, CDP Stoner, Joan ODD values 25 Aug 2004 3461 Market St., Suite 102, Camp Hill, PA 17011 Tel. 717-761-6606 Fax 7]7-761-7524 www.maslandandbarrick.com Securities offered through Walnut-Street Securities, Inc. Member NASD, SIPe Masland & Barrick Advisory, Inc. and Walnut Street Securities are unaffiliated entities. \\~~ r "B~~ -. ....,,'Ohi - l!i\-m~ :::;. ~ ~ 0 ~. t:: Q a ~ ~ lil ~ 0 a. :s -:Ji.7i"'< ~ 6;% .:::lP'-\ ~s: ~?n 8\'- g~\ i~~t;;i \;"".$>-"'-'1.n.... ",... ~ 1'" :'"" 0\ ~..o . t .....0-.0.0, .... 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'" -' ~b'~g.~g-3~'8.. &. tlt~OiM3oo E~~~~~~~'~ =5:'~ 9t. __.::fI '=' t1) 13~,o::)O-30'" oYi...,:::J -.....-- S>?o.gR' 3':"oa. ~:P ....::t5"Ui~g, , ~., _'" -'03 ~s.2.",'2.~='~ _.0(113%0_5"' g~~::i"...a~;:J ~~,~~O~\\\~ a.~~gw.g'o=:r o~ &- ~.-a;.g'@. 3 -g ....g ~ '" if, 1- Ill-\""''''''''' g' ~g%it'bi ~ \\I~';3:~\l" ~ag,g....~(\)g ...._:::no;::~o~3 %,i'=,3f;-'<~3 CO&~!p_.gg..jj; :Y ~ 9.-0 S ~ ~~' (Sro'l&.m~ocs...g -g, "'. <l!.\\l3 3 -." \'" Wi '" _."9." ig S. _.~ ~ -"1: g 0. <'3g%.,~g,% a,.......-,:I:;:)::i3dl _.g \l'~e."'''- rn-s.__~;:Jo~'(') ~ o'~' '5- c: o;:;r ;oc::: :::J:3. lO..... ~ ~ ~-o S W 0: ~ -r'I ~ ~,,",o(l\ca::::o;.1P _g-Qg.~ro~-' (p (tI ~(1) ~ =" '6:g ~%01~;;<H;'" "5" ,,~.g "" s. '" S\.~".<> $ e-, 3- ~ <") ~~ .... '3 =" ~ff;:;;gg~Ui.g ~~@oa~i"g (1)~. '-wa)"O-I:tl' .go a5.Cl-og.. ; ~ 0' g '$ -... ~ ;;; it ~ ~ ~ ~ ~ c.. >:> l 1\ o a g. - o ~ o - 0- .... ::s '3. ~ " o => - 5' t: ro ~ ~ ~ I:t ~ ~ ~ ~ it 'fl ~ ~ ~ li It. t\ l n ~ .)-- ........ , , ~ ~ J ~ " ~ ,'0 WILL OF JOAN M. STONER I, JOAN M. STONER, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath all of my jewelry and other personal effects, household furniture and furnishings and other tangible property of like nature (not including cash, securities or any vehicles I may own at the time of my death) in equal shares unto my children, Jennifer L. Stoner and Sarah C. Stoner shall survive me by thirty (30) days. If either of my daughters shall not have attained the age of eighteen (18) years, I designate my hereinafter named Trustees, or their successor, as guardians of such property until such child's eighteenth birthday. It is my desire that such Trustees preserve in kind so much of my said tangible personal property as may be practical for eventual distribution in kind to my daughters. In determining the practicability of maintaining particular property in kind, my Trustees shall be guided by the desires of my daughters and my Trustees' determinations what items may have special significance to my daughters, keeping and preserving such items, if possible. Such property may be kept in the possession of my children. Any such property converted to cash shall be maintained in an interest bearing bank account or certificate of deposit for each child until her 18th birthday. ITEM III: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate, whether passing under this Will or otherwise, to my Trustees hereinafter named, IN TRUST, for the following uses and purposes and subject to the terms and conditions hereinafter set forth. Page 1 of 11 ,! :) , }- , i ~ ~ . ~ A. My Trustees shall expend upon my children, Jennifer L. and Sarah C. Stoner, as shall then be living for their medical care, support, welfare and education (including post high school training and/or college education both undergraduate and graduate) and for such other purposes for their benefit as the Trustee shall consider desirable, so much of the principal and income of the trust as the Trustees deem best, not necessarily equally between them but for each according to her needs as may be determined by the Trustee until the youngest of my living children attains the age of twenty-five (25) years. Any expenditure of principal for the benefit of my children under any of the provisions hereof shall not be treated as an advancement and shall not diminish the proportionate share or shares of the trust to which such child may eventually become entitled. In determining the desirability of any expenditures of income and principal under the provisions hereof, the Trustees shall bear in mind that it is my primary desire that, to the extent feasible, the trust shall provide for the medical care, support, welfare and education of any beneficiaries hereof. who shall be under the age of twenty-five (25) years, the utilization of such funds for the benefit of beneficiaries who have attained the age of twenty-five (25) years to be a secondary purpose and shall depend upon the total resources available for any beneficiaries less than twenty-five (25) years of age. My Trustees shall have sole and absolute discretion in determining whether such expenditures are necessary for these purposes. In making such distributions of income or principal, my Trustees shall take into consideration all other income and resources including federal, state and local government benefits of all types available to each child. B. It is my desire, but not my direction, that my home at 1807 Creekview Court, New Cumberland, Pennsylvania 17070, be maintained as an . asset of this Trust so that my children or either of them may continue to reside there if they wish. The costs of maintaining, insuring, repairing, Page 2 of 11 rebuilding or obtaining a replacement residence shall be considered appropriate costs to be paid by my Trustees and shall be allocated to income and/or principal in accordance with the character of the costs paid as my Trustees in their discretion shall determine. Should my children, who are over age 18, be residing on a permanent basis (temporary absences for vacations and the like not considered) in such residence, Trustee shall consult with my adult children residing therein prior to sale or other disposition of such residential real estate, and shall not dispose of such residential real estate without the consent of my adult children residing therein or his or her agreement concerning a substitute or replacement residence. The Trustees are authorized to execute and deliver such Deeds, assignments or other documents as may be necessary and desirable to effectuate the transfer of ownership of any interest in any real estate. ~ ~ ~... '"J C. When there are no longer any of my living children under the age of twenty-five (25) years, my Trustee shall divide the Trust as then constituted into equal shares so as to provide one share for each of my then living children and one share for the then living issue, per stirpes, of each of my deceased children. Upon division of the Trust into shares under the provisions hereof, my Trustee shall payover, transfer, convey and distribute to each such beneficiary the then remaining principal and accumulated income of his or her share of the Trust, discharged of Trust. Provided, however, if at the time my youngest child reaches age twenty-five (25) years there are continuing distributions to the Trust from any Qualified Retirement Plan, Qualified Retirement Annuity or Individual Retirement Account, then this Trust shall not terminate but rather my Trustee shall continue to receive such distributions and shall distribute them to the beneficiaries hereunder. D. The shares of all minor issue of a deceased child or children of mine shall vest in such issue as hereinbefore provided, but shall be retained by the 1> :J "- r- "- :::. ~ No ":; page 3 of 11 '-.i , , " ~ ... ! ~ - , '- .~ ..) Trustee, which shall expend upon the minor beneficiaries, for their medical care, support, welfare and education and for such other purposes for their benefit as the Trustee, in its discretion, from time to time, shall consider desirable, so much of the income and principal of their respective shares, or portions thereof, as the Trustee deems best, and shall accumulate any income not so expended and add such income to the principal of their respective shares, or portions thereof, until each such minor beneficiary, in turn, shall attain the age of twenty-one (21) years at which time the principal and accumulated income of each beneficiary's share or portion thereof, shall be paid over, transferred, conveyed and distributed to them discharged of trust. E. If any child of mine shall die during the continuation of the Trust for her benefit, the Trustees, in their sole discretion, may payout of the principal and/or income of the trust estate such portion of reasonable funeral and burial expenses of such child as the child's estate shall be inadequate to pay. The Trustees shall have absolute discretion in determining what constitutes reasonable expenses and the adequacy of such child's estate for payment of such expenses. F. If upon the happening of some event during the continuation of the trusts held hereunder, my Trustees shall hold some portion of the trusts which is not effectively disposed of under the foregoing provisions, then the Trustees shall distribute such portion, discharged of trust, in equal shares unto my brother and sisters, per stirpes. ITEM IV: The following provisions shall apply to the Trust created under Item III hereof and to each share thereof: A. In case the income or any discretionary payments 01 principal become payable to a minor, or to a person under legal disability or to a person not adjudicated incompetent, but who, by reason 01 illness or mental or physical disability, is in the opinion of my Trustee unable properly to Page 4 of 11 ~ ) , ... \ , ! < , ~ ~ ~ administer such amounts, then such amounts shall be paid out by my Trustees in such of the following ways as my Trustees shall deem best: (1) Directly to such beneficiary; (2) To the legally appointed guardian or trustees of such beneficiary; (3) To some relative or friend for the support, health and medical care, and education of such beneficiary; or (4) By my Trustee, using such amounts directly for such beneficiary's support, health and medical care, and education. B. No beneficial interest under the Trusts, whether in income or principal, shall be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my Trustees, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. C. Any income, accrued or undistributed at the termination of any estate or interest, shall be paid by my Trustees as income to the persons entitled to the next successive interest in the same proportions in which they take such interest. D. For convenience of administration and investment, my Trustee are authorized to hold the several Trusts as a common fund, dividing the income proportionately among them, and to make joint investments of the funds belonging to my Trustees. For such purposes and insofar as may be practicable, my Trustee may consolidate any separate Trust with any other trust or trusts created by me or any member of my family by will or agreement, and may hold, administer and invest the several trusts as one or more common fund or funds and make joint or several distributions of income and principal therefrom, whichever my Trustees shall deem advisable. Page 5 of 11 & ) , ~ ;s :) ; " t E. I authorize my Trustees to treat distributions from any Qualified Retirement Plan as defined in LR.C. 9404(a), any Qualified Retirement Annuity as defined in LR.C. ~403(a) or ~403(b) or any Individual Retirement Account as defined in LR.C. 9408(a) as the income of the Trust to the extent that the distribution represents income generated or deemed to be generated by such Plan, annuity, or individual retirement account, notwithstanding the treatment of such portion of the distribution under any law concerning the determination of income and principal for Trust accounting purposes, and I authorize my Trustees to allocate expenses to income and non-income portions of the distribution as the Trustees in their discretion shall determine is reasonable and appropriate. In addition, my Trustees shall have the right in its sole discretion to withdraw any part or all of the remaining qualified plan benefit, annuity or individual retirement account or to designate a beneficiary of the Trust to receive any remaining payments directly and/or to have the right to withdraw at any time all or part of the remaining benefit, annuity or individual retirement account. ITEM V: All fiduciaries acting under this Will, whether or not named herein, shall have the following powers in addition to those vested in them by the common law, by statute or by the other provisions hereof, all of which shall be exercised in a fiduciary capacity, primarily in the interests of the beneficiaries, applicable to all property, including property held for minors, whether principal or income, exercisable without court approval and effective until actual distribution of all property: A. To retain and to hold any securities or other property, real, personal or mixed, received from my estate without regard to any principle of diversification or risk. B. To invest and reinvest in all forms of property, including stocks, bonds, funds and other securities, whether operated by my Trustee, an affiliate or others, without restriction to investments authorized for Page 6 of II r ) ... ... ... l ) \ '- Pennsylvania fiduciaries, as they shall deem proper without regard to any principle of diversification or risk. C. To sell at public or private sale,. to exchange, or to lease for any period of time any real or personal property, and to give options for sales, exchanges or leases for such prices and upon such terms and conditions as they shall deem proper. D. To hold property in the name of any of the Trusts created hereunder, or in the name of my Trustee without designation of any fiduciary capacity, or in the name of a nominee or unregistered. E. To allocate receipts and expenses to principal or income, or partly to each, as they from time to time, in their sole discretion, shall think proper. F. To vote in person or by proxy all securities, and to become a party to any stockholders' agreements deemed advisable by them in connection with such securities. G. To borrow money from any person or institution, including my Trustees or an affiliate, upon their bond or promissory note, and to secure the repayment thereof by mortgaging, creating a security interest in, pledging or otherwise encumbering any or all real or personal property as they, in their sole discretion, shall choose without regard to the dispositive provisions of this Will. H. To make any divisions or distributions required hereunder, wholly or in part, in kind or in cash, and to make non-prorata distributions of assets in kind. I. To exercise any election or privilege given by the Federal tax and other tax laws, including without limiting the foregoing, the joinder with my said wife in filing income tax returns, the election of the alternate valuation for Federal Estate tax purposes, the election to claim items of deduction for estate tax or for income tax purposes, and to make or not to make equitable Page 7 of 11 adjustments or apportionments for the exercise or nonexercise of any such election or privilege. J. Should the principal of any of the Trusts' created hereunder be or become too small so as to make establishment 'or continuance thereof inadvisable, my Trustees, in their sol.e discretion, may make immediate distribution of the then remaining balance of the principal and accumulated income of any beneficiary's share to the legally appointed trustee of such beneficiary under Item IV(A)(2)hereof,or may appoint and pay such share to a custodian for such beneficiary under the Uniform Gifts to Minors Act of any state, without further obligation or responsibility for such distribution so paid. Upon such termination, the rights of all persons who might otherwise have a successive interest therein shall cease. K. To compromise any claim or controversy. L. To advance funds and incur and pay reasonable expenses which may be involved in any litigation with my former husband, Max E. Stoner, involving the custody of my children, their education, and their living arrangements, to include their attendance at any private boarding school or elsewhere. I specifically authorize all fiduciaries acting under this Will to engage and pay a guardian ad litem for my children in any such litigation. M. I direct that all fiduciaries acting under this Will not make any payments to my former husband, Max E. Stoner, even if he has custody of the children. Any payments or distributions for the benefit of my children shall be made directly to the children or to a third party other than Max E. Stoner, providing care or services to them. ~ ITEM VI: I appoint my sister, Carol A. Essig, of Phoenixsville, Pennsylvania, and my \ , friend, Dale F. Shughart, Jr., of Carlisle, Pennsylvania, Trustees of the Trusts created under Item III hereof. I direct that the situs of said Trusts for administrative and accounting purposes shall be Cumberland County, Pennsylvania, and all questions concerning the Page 8 of 11 validity, construction and administration of said Trusts shall be determined under the laws of the Commonwealth of Pennsylvania. Should either of my individual Trustees resign or otherwise be unable or unwilling to continue to act as co-Trustee, the remaining Trustee shall have the power to continue to act as sole Trustee, and in addition, shall have the power in writing to designate a successor qualified corporate co-Trustee as he or she in his or her discretion shall determine. Any such successor corporate co-Trustee shall have all of the power of the Trustees under this Will and shall not be liable for acts or omissions of prior Trustees. Should both of my individual Trustees resign or otherwise be unable or unwilling to continue to act as Trustee, my successor corporate co-Trustee shall continue to act as sole Trustee. Should both of my individual Trustees die, resign or otherwise be unable or unwilling to continue to act as Trustee and should both of them fail or neglect to designate a successor corporate Trustee, then and in that event my daughters, Jennifer L. Stoner and Sarah C. Stoner, shall have the power to designate a successor corporate . Trustee. Any successor corporate Trustee shall be entitled to compensation for the performance of its services hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its services are rendered. ITEM VII: I appoint my sister, Carol A. Essig, and my friend, Dale F. Shughart, Jr., co-Executors of this my Last Will and Testament. Should either my said sister or my said friend, fail to qualify or cease to act as co-Executor, I appoint my attorney, Samuel L. Andes, as replacement co-Executor of this my Last Will and Testament. ITEM VIII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this '-\ ...\.. day of \Jo"'e.~ber . 2002. d~ page 9 of 11 The preceding instrument, consisting of this and nine other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by JOAN M. STONER, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. funJ . Amy Har~J.JlQ) ! , , . ) \ , ~ Page 10 of 11 COMMONWEALTH OF PENNSYLVANIA ) ( 55.: COUNTY OF CUMBERLAND I The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or .affirmed to and acknowledged before me by the testatrix named above this If*' day of ND I/EJ1,1JE:):2 ,2002. 6L 7>1. 4~ JOA . STONER. .t Notary ublic NoTARiAL SEAL LYNN EHRENFELD. NOTARY PUBLIC LEMOYNE BORO., CUMBERlAND CO. MY COMMISSION EXPIRES AUG. 11 2004 COMMONWEALTH OF PENNSYLVANIA ) ( 55.: COUNTY OF CUMBERLAND ) WE, MICHAEL L. BANGS and AMY HARKINS, the witnesses whose. names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it 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 testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and acknowledged before me this If#.. day cf /'JovfM&I:f<, 2002. t-~ Notary ublic NO\AR\ALN~~~Y PUBLIC l'fflN EHRE1\fElll'CUMBtRLANIl CIl. 04 lEMIlYNE BO~\'l.PIRES AUG. 17 20 W COl\\l\\ISSIO Page U of U II. ' CODICIL TO WILL OF JOAN M. STONER I, JOAN M. STONER, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be the first codicil to my will dated November 4, 2002. ITEM I. I hereby revoke Item VI of my will dated November 4,2002, and substitute the following: ITEM VI: I appoint my friend, DALE F. SHUGHART, JR., of Carlisle, Pennsylvania, and my attorney, SAMUEL 1. ANDES, of New Cumberland, Pennsylvania, Co-Trustees of the Trusts created under Item ill hereof. I direct that the situs of said Trusts for administrative and accounting purposes shall be Cumberland County, Pennsylvania, and all questions concerning the validity, construction and administration of said Trusts shall be detennined under the laws of the Commonwealth of Pennsylvania. Should either of my individual Trustees resign or otherwise be unable or unwilling to continue to act as co-Trustee, the remaining Trustee shall have the power to continue to act as sole Trustee, and in addition, shall have the power in writing to designate a successor qualified corporate co-Trustee as he or she in his or her discretion shall detennine. Any such successor corporate co-Trustee shall have all of the power of the Trustees under this Will and shall not be liable for acts or omissions of prior Trustees. Should both of my individual Trustees resign or otherwise be unable or unwilling to continue to act as Trustee, my successor corporate co-Trustee shall continue to act as sole Trustee. Should both of my individual Trustees die, resign or otherwise be unable or unwilling to continue to act as Trustee and should both of them fail or neglect to designate a successor corporate Trustee, then and in that event my daughters, Jennifer 1. Stoner and Sarah C. Stoner, shall have the power to designate a successor corporate Trustee. Any successor corporate Trustee shall be entitled Page 1 of 4 to compensation for the performance of its services hereunder in accordance with its standard schedule offees in effect from time to time during the period over which its services are rendered. ITEM II. I hereby revoke Item VII of my will dated November 4, 2002, and substitute the following: ITEM VII: I appoint my daughter, JENNIFER 1. STONER, and my friend, DALE F. SHUGHART, JR., Co-Executrix and Co-Executor ofthis my Last Will and Testament. Should either my said daughter or my said friend fail to qualif'y or cease to act as Co- Executrix or Co-Executor, I appoint my attorney, SAMUEL 1. ANDES, as replacement Co-Executor of this my Last Will and Testament. ITEM III. In all other respects, I do hereby ratif'y and confirm my will dated November 4, 2002. IN WITNESS WHEREOF, I have hereunto set my hand this :1. L(-H.. day of :JIANe ,2004. -#1- M. ~ JO M. STONER Page 2 of 4 The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by JOAN M. STONER, the testatrix therein named, as and for her codicil, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~;P ")0- () .,. .. " ~~ AmyHar . s ~ ~ \ Page 3 of 4 p :i !) !', H H ;, " d j: !i COMMONWEALTH OF PENNSYLVANIA L Ii Ii Ii 1\ ) ( sS.: ) COUNTY OF CUMBERLAND ., The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been' :1 duly qualified according to law, does hereby acknowledge that [ signed and executed the foregoing instrument as II my codicil, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein II expressed. II 1J I. Ii 'I !I I, II " Ii " II II Ii II Ii I I II <I ii 11 !I II II I' 1'1 I i I i I !, I' ,I I , I II Ii II ,I II II Sworn or affirmed to and acknowledged before me by the testatrix named above this 'Z. '1.f4^ day of :r",,,,-< , 2004. f-~~ JOA . STONER T ARIAL SEAL LYNN EHRENFElD. NOTARY PUBLIC LEMOYNE BORO.. CUMBERlAND CD. MY COMMISSION EXPIRES AUG. 17 2004 COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND WE, MICHAEL L. BANGS and AMY HARKINS, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her codicil; that she signed it willingly and that she executed it'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 codicil as witnesses; and that to the best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. J1/i~ 4/ M"",,' L. BM~ ~. ~ '+\0JLlLLna) Amy Harki Sworn or affirmed to and acknowledged before me this 2 'f~ day of 'J W.Je. ,2004. ~~~~ Notary Public NOTARiAl SEAL BUC LYNN EHRENfELD. NOTARU'~O CO. lEMOYNE BORO;:'p~~~~\~G. 17 2004 MY COMMISSION -^ Page 4 of 4 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Stoner, Joan M. , Deceased No. 21 - 04 - 00698 Date of Death 111112004 Social Security No. 181-42-8226 also known as Jennifer L. Stoner Dale F. Shughart, Jr. The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents Its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears In a memorandum at the end of this Inventory. l!We verity that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subjecf to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. I.D. No.: 19313 Personal Representative Signature: n n /1'1 ila I ann Cf ~ ~~ff;e]r't'_~% ' Signature: . ~'v ale F. Shughart, )r. Attorney: Dale F Shughart, Jr. Esquire Signature: Address: 35 E. High Street, Suite 203 Address: 311 Woodland Avenue New Cumberland, P A 11070. Carlisle, PA 11013 Telephone: 7171241-431] Telephone: 717-]408 Dated: Personal PropertY ",f) Jewelry, household furniture and furnishings, tools and other miscellaneous tangible personal property. Value based upon attached appraisal of Alyssa Loney. tt,793.00 t999 Ford Taurus Station Wagon. Value based upon actual sale price. 4,500.00 M & T Bank, checking account #10216030 Principal 15,D40.72 Accrued interest .39 15,04 l.l I Reich & Tang Money Market fund hetd in Mastand & Barrick Brokerage Account. #5W8-269123 6,902.69 Eaton Vance Cash Management fund held in Masland & Barrick Brokerage Account #5W8-269123 80,613.77 George Musico, check on hand t,OOO.OO Life Insurance Company of North America, check on hand 53.83 (Attach additional sheets if necessary) Total Personal Property and Real Estate $284,613.34 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Stoner, Joan M. No. 21 - 04 - 00698 -- ----- - also known as Date of Death 7/17/2004 Social Security No. 181-42-8226 , Deceased 2,805.00 U.S. Treasury, dependent social security payments received after death. Patrio News, refund USAA, auto insurance refund QSP, magazine subscription refunds P A SCDU, child support Comcast, tv cable refund USAA, homeowner's insurance refund John Hopkins Hospital, over payment, refund U.S. Treasury, 2004 income tax refund P A Department of Revenue, 2004 income tax refund Tax proration on sale of real estate. 77.35 372.49 143.09 1,000.00 79.53 190.53 42.31 3,959.00 41.00 1,098.64 Total Personal Property $129,713.34 Real Estate Townhouse ad lot located at 1807 Creek View Court, New Cumberland (Lower Allen Township) Cumberland County, PA. Deed reference: Deed Book 196, Page 574. Tax Parcel # 13-25-0010-293. Value based upon actual sale price. HUD-l attached. 154,900.00 Total Real Estate $154,900.00 2 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENl)E BUREAU Of INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 __n__n lold ESTATE INFORMATION: SSN: 181-42-8226 FILE NUMBER: 2104-0698 DECEDENT NAME: STONER JOAN M DATE OF PAYMENT: 04/15/2005 POSTMARK DATE: 04/15/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/17/2004 NO, CD 005202 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,219.56 I I I I I I I I TOTAL AMOUNT PAID: $1,219.56 REMARKS: CHECK# 1061 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS ., IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-04-00698 ESTATE OF JOAN M. STONER LATE OF LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF JENNIFER L. STONER AND DALE F. SHUGHART, JR., CO-EXECUTORS DATE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS ACCOUNTING FOR THE PERIOD: July 17, 2004 July 26, 2004 August 6, 2004 July 18, 2004 to August 25, 2005 Purpose of the Account: Jennifer L. Stoner and Dale F. Shughart, Jr., co-Executors, offer this accounting to acquaint interested parties with the transactions that have occurred during their administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Dale F. Shughart, Jr., Esquire 35 East High Street, Suite 203 Carlisle, PA 17013 (717) 241-4311 Attorney for Estate r--' c;.:;.~ ," .) :.::...'''' T-t... -:;",ooi- . 1_1 J) !'J \,.!:J -1- .~II -t1 10-".... -"'" N .' w SUMMARY OF ACCOUNT AND INDEX Principal Account Paqes Receipts Less Disbursements Distributions of Principal Principal Balance for Distribution 2,3 3,4,5,6,7 7,8 8 Income Account Receipts 8,9 Less Disbursements 9 Distributions of Income 9 Income Balance for Distribution 9 Combined Balance For Distribution 9 Statement of Proposed Distribution 9 RECEIPTS OF PRINCIPAL Real Estate: Townhouse and lot located at 1807 Creek View Court, New Cumberland (Lower Allen Township), Cumberland County, PA. Deed reference: Deed Book 196, Page 574, Tax Parcel #13-25-0010-293. Total receipts of real property Personal Property: 1. Jewelry, household furniture and furnishings, tools and other miscellaneous tangible personal property. 2. 1999 Ford Taurus Station Wagon. 3. M & T Bank checking account #10216030 Principal 15,040.72 Accrued interest .39 4. Reich & Tang Money Market fund held in Masland & Barrick Brokerage Account. #5W8-269123 5. Eaton Vance Cash Management fund held in Masland & Barrick Brokerage Account. #5W8-269123 6. George Musico, check on hand 7. Life Insurance Company of North America, cash on hand. 8. U.S. Treasury, dependent social security payments received after death. -2- ~ $154,900 i. 00 $154,900.00 11,793.00 4,500.00 15,041.11 6,902.69 80,613.77 1,000.00 53,83 2,805.00 9. Patriot News, refund 10. USAA, auto insurance refund 11. QSP, magazine subscription refunds 12. PA SCDU, child support 13. Comcast, tv cable refund 14. USAA, homeowner's insurance refund 15. John Hopkins Hospital, over payment, refund 16. U.S. Treasury, 2004 income tax refund 17. PA Department of Revenue, 2004 income tax refund 18. Tax proration on sale of real estate. 19. Homeowner's assoc fees, refund TOTAL Receipts of Personal Property TOTAL RECEIPTS OF PRINCIPAL DISBURSEMENTS OF PRINCIPAL Checks written before death, clearing after death: AT&T Wireless, cell phone USP, college tuition EK Services, sewer repair PP&L, electric LeAnn Wheeler, cleaning USAA, auto insurance M & T Bank, mortgage Free Flow, sewer repair Marie Clark, transportation Marie Clark, transportation Wednesday Club, dues 209.93 2,500.00 1,680.00 133.21 75.00 185.93 947.54 170.00 50.00 26.00 20.00 08/05/04 - Dale F. Shughart, Jr., reimburse funeral expense to Parthemore Funeral Home 08/04/05 - Dale F. Shughart, Jr., cost account, reimburse probate fees 08/05/04 - 08/05/04 - Verizon, home phone John Hopkins University, physician bill 08/05/04 - MBNA America, visa card -3- .. 77.35 372 .49 143.09 1,000.00 79.53 190.53 42.31 3,959.00 41.00 1,098.64 49.10 $129,762.44 $284,662.44 $ 5,997.61 $ 1,275.60 $ $ 268.50 177.85 $ 174.09 $ 2,507.49 08/11/04 - 08/11/04 - 08/11/04 - 08/11/04 - 08/11/04 - 08/16/04 - 08/16/04 - 08/16/04 - 08/18/04 - 08/18/04 - 08/18/04 - 08/18/04 - 08/19/04 - 08/19/04 - 08/20/04 - 08/20/04 - 08/25/04 - 08/25/04 - 08/25/04 - 08/25/04 - PP&L, electric PA America, water USAA, auto insurance IBIS Appraisal Service, personal property appraisal Hale River Groves, fruit delivery Comcast, internet ATT wireless, cell phone Rev. James Brown, honorarium Rev Kelly L. Wiant-Thralls, honorarium pierce Getz, organist, honorarium Torn Herald, harp, honorarium Market Square Presbyterian Church, luncheon Register of Wills, 1 short certificate Pershing LLC, maintenance fee The Sentinel, advertise Letters Register of Wills, 2 short certificates, plus certified Will $ Register of Wills, 1 short certificate PA Fish & Boat Commission, kayak transfer County Treasurer, kayak transfer Cumberland Law Journal, advertise Letters -4- $ 154.37 $ 131.72 $ 187.34 $ 540.00 $ 28.53 $ 88.37 $ 78.09 $ 125.00 $ 75.00 $ 50.00 $ 50.00 $ 250.00 $ 3.00 $ 35.00 $ 115..79 10.00 $ 3.00 $ 10.00 $ 2.00 $ 75.00 08/26/04 - 08/27/04 - 08/27/04 - 09/02/04 - 09/03/04 - 09/07/04 - 09/08/04 - 08/17/04 - 09/08/04 - 09/14/04 - 08/31/04 - 09/30/04 - 09/24/04 - 09/27/04 - 10/01/04 - 10/15/04 - 10/15/04 - 10/15/04 10/15/04 - 10/15/04 - 10/15/04 - The John Hopkins University, $ doctor bill Beacon Hill Village I, $ monthly assessment - 3 months Second Presbyterian Church $ interment George W. Weaver & Son, $ moving furniture Register of Wills, $ one Short Certificate Barr's Carpet Cleaning $ LeAnn Wheeler, house cleaning $ M & T Bank, checks $ PP&L, electric $ PA American Water, water $ M & T Bank, mortgage $ M & T Bank, mortgage $ Beacon Hill Village I, monthly $ assessment Verizon, final phone bill $ Register of Wills, $ Short Certificates and certified copies M & T Bank, mortgage payoff B-H Agency, realtor's commission 204.09 285.00 50.00 945.80 3.00 648.93 470.00 51,75 99.79 42~46 947.54 947.54 95.00 19.65 29.00 $77,475.27 ReMax A-I Realty, realtor's commission $ 3,460.25 $ 3,510.25 AHS, home warranty Recorder of Deeds, transfer tax $ 1,549.00 , 375.00 Property Management, Resale Certificate $ -5- $ 75;00 10/15/04 - Lower Allen Township, sewer $ 12.00 10/15/04 - Enviroquest, radon remediation $ 725.00 10/15/04 - Register of Wills, Agent estimated inheritance taxes $ 5,814.00 10/26/04 - PA Americart Water, water bill $ 26.24 10/26/04 - PP&L, electric $ 43.02 10/26/04 - Advantage 2000 Consultants, Inc. $ 5,444.97 over payment of long term disability. 11/09/04 - Johns Hopkins University, $ 38.63 medical bill 11/09/04 - NCC, Johns Hopkins Hospital bill $ 316.21 11/09/04 - NCC, Johns Hopkins Hospital bill $ 147.56 11/09/04 - NCC, Johns Hopkins Hospital bill $ 113.28 11/09/04 - NCC, Johns Hopkins Hospital bill $ 69.53 12/22/04 - Register of Wills, Guardianship $ 27.00 Petition 12/22/04 - Register of Wills, 3 certified $ 6.00 Orders 01/06/05 - Hamilton C. Davi s, Esquire legal fees $ 1,312.50 02/04/05 - Register of Wills, $ 5.00 certified copy 02/17/05 - Masland & Barrick Advisory, $ 200.00 research fee 03/14/05 - Register of Wills, one $ 5.00 certified copy 04/04/05 - Crystal St. Ormer Roy, CPA prepare income tax returns $ 400.00 04/04/05 - West Shore Tax Bureau, $ 20.00 2004 income taxes -6- 04/12/05 - Myers Tax Service, Tax Return for Trust 04/12/05 - PA Department of Revenue 2004 Income Taxes on Trust 04/12/05 - Jennifer L. Stoner, family exemption 04/12/05 - Sarah C. Stoner, family exemption 04/15/05 - Register of Wills, probate fees and filing fees 04/15/05 - Register of Wills, Agent Inheritance Tax Subtotal - Reserve for the following: Register of Wills, Costs of Account, estimated PA Department of Revenue, income taxes, estimated Hamilton C. Davis, final legal fees, estimated Crystal St Ormer Roy, fiduciary income tax return preparation, estimated. Subtotal - TOTAL DISBURSEMENTS OF PRINCIPAL DISTRIBUTION OF PRINCIPAL: Jennifer L. Stoner, beneficiary under Item II of will 09/02/04 - 1/2 household goods, furniture, jewelry and personal effects Sarah C. Stoner, c/o Dale F. Shughart, Jr. and Samuel L. Andes, co-Trustees 09/02/04 - 1/2 household goods, furniture, jewelry and personal effects -7- $ 40.00 $ 3.00 $ 1,750.00 $ 1,750.00 $ 100.00 $ 1,219.56 $123,286.17 $ 500.00 $ 500.00 $ 3,687.50 $ 900.00 $ 5,587.50 $128,873~67 $ 5,896.50 $ 5,896.50 University of Sciences at Philadelphia tuition and school related expenses of Jennifer L. Stoner pursuant to Item III of will 01/04/05 - Spring Tuition 06/04/05 - Summer School 07/18/05 - Summer School 07/25/05 - Fall Tuition 08/15/05 - Fall Tuition Total - Jennifer L. Stoner, 6/04/05 reimburse school text book expense pursuant to ITEM III of Will. Dale F. Shughart, Jr. and Samuel L. Andes, c/o Walnut Street Securities co-Trustees for Benefit of Jennifer L. and Sarah C. Stoner under ITEM III of will. Reich & Tang Money Market Eaton Vance Cash Management Fund TOTAL DISTRIBUTIONS OF PRINCIPAL 2,500.00 711.00 1,422.00 2,500.00 4,981.00 12,114.00 TOTAL DISBURSEMENTS AND DISTRIBUTIONS OF PRINCIPAL RECEIPTS OF INCOME REMAINING PRINCIPAL BALANCE FOR DISTRIBUTION 1. 2004 interest, M & T Bank, personal Checking Acct #10216030 2. 2004 interest M & T Bank, Estate Checking #9835624231 3. 2004 interest M & T Money Market Account #150042054006182 4. 2005 interest M & T Bank Estate checking account 59 7/27/05 5. 2005 interest M & T Bank Estate Money Market to 8/04/05 -8- $12,114.00 $ 339.19 $ 6,902.69 $80,613.77 $111,762.65 $240,636,32 $44,026..12 $ 1. 35 $ 7..76 $ 91.72 $ 5.84 $ 596.57 6. 2004 dividends Eaton Vance Cash Management Fund 7. 2004 interest, Reich & Tang Money Market Fund TOTAL INCOME DISBURSEMENTS OF INCOME: NONE DISTRIBUTIONS OF INCOME: 12/27/05 Dale F. Shughart, Jr. and Samuel L. Andes, co-Trustees under ITEM III of Will, Eaton Vance dividends and Reich & Tang interest TOTAL DISBURSEMENTS AND DISTRIBUTIONS BALANCE OF INCOME FOR DISTRIBUTION COMBINED BALANCE FOR DISTRIBUTION STATEMENT OF PROPOSED DISTRIBUTION Dale F. Shughart, Jr. and Samuel L. Andes, co-Trustees for the benefit of Jennifer L. Stoner and Sarah C. Stoner, under ITEM III of will. Principal, in cash Income, in cash TOTAL COMBINED DISTRIBUTION -9- $ $ 281.67 26.92 $ 1,011.83 $ $ $ -0- 308.59 308,59 $ 44,729.36 703,24 $44,026.12 $ 703.24 $44,729.26 .. Jennifer L. Stoner and Dale F. Shughart, Jr., co-Executors of the Estate of Joan M. Stoner, deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account and Schedule of Distribution is true and correct and fully discloses all significant transactions occurring during the accounting period, that all known claims against the Estate have been paid in full, that to their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently d~e from the Estate have been paid. JlQ/Ylm~51 &P ~n emnifer . Stoner, co-Executor c2J Sworn an~subscrib~ ~~:?~ me, this ;f1 day of ~ ' 2005. ~ Y; CzaiL NOTARIAl SEAl BONNIE l. COYlE. NOTARY PUBLIC 8ORO OF CARLISlE. CUMBERLAND CO. PA MY COMMISSION EXPIRES OCTOBER 17. 2006 -10- -- ,.. ;-r ::T ~ g, ~ s % \j2 ;. 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NN NOO 000 0.0-.0- .0- ~ '" Z Z H ..., '" :00 r< '" ..., o Z "'''J :OOH >~ E3"" ~~ r< "'''J H "Jz o > r< '" :I: > Cn "'n [i::0 :oo~ ...,..., o ~"J :00 n o 1 '" :xl '" n c:: ..., o :00 '" n ~t;;: "'...,'" "''''''' :00 ..., r<o:>> >"J"" Sr<'" 00 n:<:"J 0'" ~:OOi:) ...,>> l-<lt""'lZ . r< "':;:: '" z. '" z...,,,, zo..., "':<:0 ><zz 1:""'''' <1:I:'" >H z", H :>> n o c:: :00 ..., o "J n o ~ 00 ",:ooz "'''' :;;[i::~ ""Z'" "''''> -'" Z Ono o 0 "J c:: '~N ~ (") 7""~ 0"'''' ~H/:J::j 1<1:00 OHI:" 0"'> "'HZ "'0"" OOZ n o ~ ..., >< '" '" z z '" >< r< ~ H > STATUS REPORT UNDER RULE 6.12 Name of Decedent: Joan M. Stoner Date of Death: July 17, 2004 Admin. No. 21-04-698 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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 X 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 X d. approvals of Clerk of the Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and may be attached to this report. ~i2!gt. Supreme Court I. 19373 35 East High Street, Suite 203 Carlisle, PA 17013 (717) 241-4311 Counsel for Personal Representatives Date: O;J;.b(1L-13.2005 I c:> I ~ ~_. '. ,~. LL' (~ " L. l.i_ c:. C~, c. c- c' C~' ( ) l-:if (~ (- j C'~' (.- , c.- c' c'--, c-..J Vi Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Lv fY) 6 ~( l"'t n.~ COUNTY, PENNSYL v AN1A Name of Decedent: ()Oh n ~ Date of Death: ) D/ 3 lJ I /:) y Sl\y~er..) W . File Number: d.., D D Lj -- oJ D i "b 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: . .. ... ... . . . . . ..,.. .~es DNo 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. 0 Y es ~o 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 O~o d. Copies of receipts, releases, joinders and ap r vals filed with the Clerk of the Orphans' Comi a d ay ormal or informal accounts may be att ched to this report. Dale ')/~/L/7 Capacity: ersonal Representative }iJ C01.illsel ~e-ffr~,- A. I"<e:-fe(. ~.:n Name oj Persoll Filillg llit Form ./ J ~ ~b W Ch.v L olt:tie A.J~ Address 0 ~( ~h~'1 V {i J / 1>,5 ! I /7 - 5' ':, ~~ -- Z A Y 9 Telephone ~ f C'.' ~ ~ .,q". I Go . I !:1 L.!