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Home My WebLink About04-0681 PETITION FOR PROBATE and GRANT OF LETTERS Estate of DOROTHY M. STONESIFER No. c~ [ - 0W" ~0~t also known as To: Register of Wills for the Social Security No. 110-07-3983' Deceased. County of ~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated July 27, 1990 ,19.__ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last farnily or l~rincipal residence at 210 Bie Sorine Road. Newville, PA 17241 West Pennsboro Township, Cumberland COunlzy (list street, number and muncipality) Descendent, then 101 years of age, died July 7, 2004 19. at zl0 Big Spring Road~ Newville, PA 17241 ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) 3dl personal property $ 725,700.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the coc~qil(~) presented herewith and the grant of letters Testamentary ~ .-, --~, ~ theron. (testamentary; administration c.t.a~{filin~str~n d.b.n,~,~a*,) ~ Jan~ F. Burke, Vice President =~.=: Manufacturers and Traders Trust Company ~ Successor to Farmers Trust Company ~ One West High Street ~ Carlisle. PA 17013 ~ 717-240-4504 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA -I COUNTY OF CUMBERLAND f SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly admiaJster the estate according to law. Sworn to or aflfj.r4l~eu~ and subscribed c' ~db<- ~_ ~ befor, e._~le .this I~'lTM ~ __day of I Jan~]F. B~'~ke, Vice President ~' .... Mk~ I ~OO~ ~ - J Mand/facturers and Traders Trust C~mpany Estate of DOROTHY M. STONESIFER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~'~'X ~ ~ 21 2~0~- ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been p~esented before me, IT IS DECREED that the instrument(s) dated ~ '~ - ~ described therein be admitted to probate and filed of record as the l~t will 9f ~d Letters ~ ~ - ~eherebygr~tedto ~ ~ ~1~ FEES Probate, Letters, Etc .......... $~q~-~ Robert ~. Frey, Esquire Short Certificat*s~)'. ......... $_ I~ .~ ~ORNE~ (Sup. Ct. ~.n. Renunciation ................ $ ~ve 8outh ~anover Street TOTAL $~q%'~ Carlisle, PA I7013 Filed ..~.~ ~.~ .................. 7~7-243-5838 PHONE REGISTER OF WILLS OF CU~R~D COUNTY OATH OF SUBSCRIBING WITNESS Robert M. Frey (each) a subscribing witness to the will presented herewith, (sash) being duly qualified according to law, depose~ and say~) that. he Dorothy M. Stonesifer present and saw the testatr~ -~ , sign the same and that he signed as a witness at the request of testatr_.i..x~ in i~ar presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affmned and subscribed before me t~s.~ iq ~a¥ ~f Robert M. Frey (Name) ,, . _~k..e~ . . . A~ ~.Eive South Hanover St.~ Carlisle, PA 17013 (Name) REGISTER OF WILLS OF C~D ~UN~ OATH OF NON-SUBSCmBING WlTNEgS~ gober: G. Frey~ ~a:y C. ~ert and S:ephe~ (~h) a subsc~ber hereto, (~ch) being duly qu~i~ed according to law, de~s~s) ~d say(s) ~at they are f~ili~ with the signature of Krista King x~ ~xxxxxx~ (one of the subscribing witn~ses to) ~e will pr~t~ here~ ~d that _ they codicil behaves the signature on the wffi is in ~e h~d~ting of Krista King to the b~t of their knowledge and belief. me t~s 1~ ' day of Robert G. Fray ~am O~ ] 'O~ Five South Hano0er ~treet, C~sle, 17013 ]~ Ill~ ry ~.~rt - Vive Sout~ ~o6~ft~e~t, Ca~i~X~, ~a 170~ Five South Hanover Street, Carlisle, PA 17013 his is to certify that the information here given is correctly copied from an original certificate of death duly I'iled x&ilh nK' :1, ..l, ocal Registrar. The original certificate will be forwarded to the State Vital Records Office lbr permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~ Date ~ CERTIFICATE OF DEATH ~ J. ~n~l~ Stonesifer O uly 8 2~ ~. York, PA 17~ ~ 01~19 L 219 No~h ~,uger St, ~rlisle, PA 17013 DOROTHY M. STONESIFER I, DOROTHY M. STONESIFER, single woman, of Green Ridge Village in West Pennsboro Township (mailing address: 9 Ridge Lane, Newville, Pennsylvania 17241), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so, including all inheritance and estate and death taxes which may be payable on account of my death regardless of whether the assets on which taxes are based are a part of my probate estate. I further direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, and that my body be interred on the burial lot of my parents located in Chestnut Hill Cemetery at Mechanicsburg, Pennsylvania, on which lot my name has already been inscribed on the Stonesifer monument. 2. I give and bequeath all of my household furniture, furnishings, silverware, china, rugs, carpets, radio and television sets, pictures, works of art, books, clothing, jewelry and personal affects, in equal shares to my two nephews, Charles Ross Stonesifer and John Randolph Stonesifer, but should either of my said nephews predecease me, then the share such deceased nephew would have received shall pass to his issue, per stapes, and if there be no issue such share shall lapse and ail of such above-mentioned property shall pass to the surviving nephew or to his issue. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to Farmers Trust Company and its successors, One West High Street, Carlisle, Pennsylvania, to be added to the Trust I established there in accordance with the Agreement dated May 16, 1980, and distributed as provided therein. 4. I hereby nominate, constitute and appoint Farmers Trust Company and its successors, One West High Street, Carlisle, Pennsylvania, as Executor and I further direct that it shall not be required to post any bond to secure the faithful performance of its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one (1) page, this 27th dayofJuly, 1990. Dorothy M//stonesifer ' _ / _ (SEAL) Signed, sealed, published and declared by DOROTHY M. STONESIFER, the Testatrix above-named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses, vd "c,~) pue, i,~aqu/tl0 LAST WILL AND TESTAMENT OF DOROTHY M. STONESIFER I, DOROTHY M. STONESIFER, singie woman, of Green Ridge Viliage in West Pennsboro Township (mailing address: 9 Ridge Lane, Newvilhi, Pennsylvania I7241), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so, incinding all inheritance and estate and death taxes which may be payable on account of my death regardless of whether the assets on which taxes are based are a part of my probate estate. I further direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover SUreet, Carlisle, Pennsylvania, and that my body be interred on the burial lot of my parents located in Chestnut Hill Cemetery at Mechanicsburg, Pennsylvania, on which lot my name has already been inscribed on the Stonesffer monument. 2. I give and bequeath all of my household furniture, furnishings, silverware, china, rugs, carpets, radio and television sets, pictures, works of art, books, clothing, jewelry and personal affects, in equal shares to my two nephews, Charles Ross Stonesifer and John Randolph Stonesifer, but should either of my said nephews predecease me, then the share such deceased nephew would have received shall pass to his issue, per stirpes, and if there be no issue such share shall lapse and all of such above-mentioned property shall pass to the surviving nephew or to his issue. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to Farmers Trust Company and its successors, One West High Street, Carlisle, Pennsylvania, to be added to the Trust I established there in accordance with the Agreement dated May 16, 1980, and distributed as provided therein. 4. I hereby nominate, constitute and appoint Farmers Trust Company and its successors, One West High Su'eet, Carlisle, Pennsylvania, as Executor and I further direct that it shall not be required to post any bond to secure the faithful performance of its duties in the Commonwealth of Pennsylvania or in any other juriadiedon. IN WITNESS WHEREOF, I bave hereunto set my hand and seal to this my Last Will and Testament written on one (1) page, this 2?th dayofJuly, 1990. Dorothy M?Stonesifer ~ - ! Signed, sealed, published and declared by DOROTHY M. STONESIFER, the Testatrix above-named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses, yd '-o0 Private Client Services MsT Investment Group P.O. ROX220 ONE WEST HIGH STREET CARLISLE, PA 17013 717-240-4504 Toil Free 1-800-822-2155 Register of Wills Cumberland County Court House One Court House Square Carlisle, PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Dorothy M. Stonesifer Date of Death: July 7,2004 Will No.: 21-04-0681 To the Register: I certify that notice of beneficial interest and estate administration required by Rule 5.6(a) of the Orphans' Court Rules was mailed to the following beneficiaries of the above captioned estate on October 21, 2003: C. Ross Stonesifer J. Randolph Stonesifer Manufacturers and Traders Trust 458 Trebbiano Place 245 Biery's Bridge Road Company, Successor to Farmers Pleasanton, CA 94566 Bethlehem, PA 18017 Trust Company, Trustee One West High Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: July 28, 2004 Signature ~,.~L~ ~ J~ne F. Burke, Vice President Address: Manufacturers and Traders Trust Company One West High Street Carlisle, PA 17013 Telephone: (717)240-4504 Capacity: Personal Representative cc: Robert M. Frey, Esquire Yd "09 t£: ~d 6Z -113' Manufacturers and Traders Trust Company Private Client Services ~ PENNSYLVANIA I ~d~J,~'~ DEPARTMENT OF REVENUE I INHERITANCE TAX RETURN FILENUMBER j 21 _ 04 0681 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT cou, E DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- STONESIFER DOROTHY M 110-07-3983 Z LU (MM-DD-YEAR) 1 DATE OF BIRTH {MM-DD-YEAR) DATE OF DEATH t't THIS RETURN MUST BE FILED IN DUPLICATE Wn'H THE LU 07/07/2004 102/11/1903 REGISTER OF WILLS U.I (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ¢3 N/A xL~ 1. Original Return [] 2. Supplemental Retam [] 3. Remainder Retum (~e o~ dealh ~o~ to 12-13-82) [] 6. Decadent Died Testate (A~ cory o~,,) [] 7. Decedent Maintained a Living Trust IA~,c~ :~py of T~ust) O~ 8. Total Number of Safe Deposit Boxes [] 9. Uggation Proceeds Received [] 10. Spousal Poverty Credit (date of ~a~ ~ ~-3~-9~ aa ~-~-95) [] 11. Election to tax under Sec. 9113(A) (^~ad~ [U NAME COMPLETE MAILING ADDRESS z Manufacturers and Traders Trust Company o One West High Street ~ Carlisle, PA 17013 =: TELEPHONE NUMBER u (717) 240-4504 1. Real Estata (Schedule A) (1) 0.00 2, Stocks and Bonds (Schedule B) (2) 701,265.60, ,-- 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.(~ ~r 4. Mortgages & Notes Receivable (Schedule D) (4) 0.~" 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 79,245.86 (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) 0,00 <~ [] Separate Billing Requested ,~ 8. Total Gross Assets (total Lines 1-7) (8) 780,511.46 UJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 34,313,13 rots, or transfers under Sec. 9116 (a)(1.2) 0.00 x ,0 (15) 0.00 0 745,958.93 x ,t5 ¢8) 111~893.84 19. Tax Due (19) 111~893.84 Decedent's Complete Address: STREET ADDRESS 210 Biq Spring Road 1 C~TYNewville l STATEpA I ZIP17421 Tax Payments and Credits: 1. Tax Due (Page I Line 19) (1) 111,893.84 2. Credits/Paymenta A. Spousal Poverty Credit 0.00 B. Prior Payments 0.00 C. Discount 5,594.69 3. Interest/Penalty if applicable Tota~ Credits (A + B + C ) (2) 5,594.69 D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 2g to request a refund (4) 5. , If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 106,299.15 A. Enter the interest on the tax due. (SA) B Enter the total of Line 5 + SA, This is the BALANCE DUE. (SB) 106,299.15 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer end: Yes No a. retain the use or income of the properly transferred; .......................................................................................... [] [] b. retain the dght to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a revers onary neres; or .................................................... [] [] d. rece ve he prom se for fe of e her paymen s, benefi s or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death w thou rece v ng adequa e cans de e on? ......................................................................................... [] [] 3. Did decedent own an "in trust for'' or payable upon dea h bank accoun or secur ty at his or her death? .............. [] [] 4. Did decadent own an Individual Retirement Account, annuity, or other non-prebato property which con a ns a benefic ary des gna on? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNATURE O~c PERSON,I~E:~ONSISIi~ FOR FILING RETURN DATE ~DaDnRuE~aSct;~~rnPany, On; west ~;;; Street, ~a;l;SlO, p~l;ol3 ~-I~-OC~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, I995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 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% ~2 RS. §9116 (a) (1.1) (ii)]. The statute does not exemet a transfer to a surviviag spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 RS. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 of transfers to or for the use of the decedent's siblings is 12% [72 RS. §9116(a)(1.3)}. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98~ SCHEDULE B OOMMONW , .T, STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M. STONESIFER 21-04-0681 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 50M par PA Housing Fin Agency 4.35% 4/1/05 50,853.50 2. Interest to DOD Item 1 580.00 3. 35M par Central Dauphin PA Sch Dist. G.O. 4% I2/1/05 36,081.85 4. interest to DOD Item 3 140.00 5. 15M par Central Dauphin PA Sch Dist. G.O. 4% 12/1/05 15,449.55 6. Interest to DOD Item 5 60.00 7. 50M par Springfield PA Sch Dist G.O. 4.35% 3/15114 51,561.50 8. Interest to DOD Item 7 676.67 9. 11359.935 shs. Blackrock Fudns 120,756.11 10. 12241.98 shs. MTB PA M uni Bond Fund 125,113.04 11. 11328.607 shs. SEI Tax Exempt PA Muni Fund 121,329.38 12 240 shs. CSX Corp. 7,546.80 13. 500 shs. General Electdc Co. 15,982.50 14. Dividend payable prior to DOD Item 13 100.00 15. 90 shs. AT &T Corp. 1,307.25 16. Dividend payable pdor to DOD Item 15 21.38 17. 144 shs. AT & T Wireless Services, Inc. 2,061.36 18. 584 shs. SBC Communciations, Inc. 14,078.78 19. 300 shs. Verizon Communications 10,900.50 20. 145 shs. Comcast Coq~. 3,967.93 21. 400 shs. General Motors Corp. 17,716.00 22. 1000 shs. Exxon Mobil Corp. 45,135.00 23. 700 shs. International Business Machines Corp. 59,846.50 TOTAL (Also enter on line 2, Recapitulation $ 701,265.60 (If more space is needed, insert additional sheets of the same size) REV-~08 E×* ~s-8~,j~ SCHEDULE E J COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. ' N H~E"S' ~^ENNCT~ ~ERD£ETNUTR N PERSONAL PROPERTY ESTATE OF FILE NUMBER DOROTHY M. STONESIFER 21-04-0681 Include ~he proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Money Market Balance, M&T Bank Acct. 418175600 TUA Dorothy M. Stonesifer 28,963.83 2 Cash 76.83 3 Checking Acct. 440329, M&T Bank Bank 46,477.20 4 Personal Property, as appraised 3,728.00 TOTAL (Also enter on line 5, Recapitulation) $ 79,245.86 (if more space is needed, insert additional sheets of the same size) 06 .0~. ~M~ ~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 1-888-502-4349 Opt #2 Opt. #3 Memorandum To: M & T Investment Group Jane Burke Fax: 71'/-240-4559 From: Nancy Clngett / Records Management /Date of Death Unit Date: August 6, 2004 Subject: Date of Death Values for the Estate of: Estate of: Dorothy M Stonesifer Social Seeurity Number: 110-07-3983 Date of Death: July 07, 2004 Per your inquiry dated July 29, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Ty~e of . dccount Checking ~lccount ,,tceount Number 440329 Ownership (?games oJ) Dorothy M Stone~ ifer *Swain Health Cetaer at Grn Rdg Village Opening Date 09/01/67 (Closed 07/27/04) Balance on Date of Death $46,477.20 .4ccruedInterest $ 0.00 Total $46,477.20 Please be advised there was no safe deposit box found for the above decedent. For further account information, contract codes, elosnres and/or reimbursement of funds, etc. please call the Stonehedge Office at # 717-240-4524. Sincerely. Nancy Glagett Records Management APPRAISAL REPORT 'PERSONAL .PROPERTY Dorothy JtOnecifer, deceased date of d~ath (d o d.) Jul}¢ 7, 2004 .Ca'een. Rid,e.Villa~e' i: ' ' - - 210 Big Spring l~d Ne.wville~ PA 17241 for: - Jane Burke M~Ufacturers & Traders Trust Company,. Executor 1 West High St. . - carlisle, PA 17013 d.o.d. July 7, 2004. Rep0rted 0n July 15,'.2004 · BY: : Car!id , PA 1701J 2 I hereby ce/tify that, upon th~ [~qUest for th~ estate a~piaisal of the personal property of Dorothy ~ionef[£~, deceased, ~reen Ridge Village, 210 Big Spring Rd. Newville PA 17241, I.have persm!al!~ an~ physmally ~sPeet0d the hsted personal property. The personal ~rope~y was. ~ppr,s~dl)to ~et~er~,ne the FAIR MAR!~/:yALUE, AS OF d.o.d. Jul~y~7o 2004 & rep0~rted~6fi J~y !177~004, The date of insp~tidr~was J~qy 9, 2004. The tofo ~tt an~'vahes contalhed lr~ this repoR are ba~ed ~pon my experience as an appraiser ~d gher reliabi~ Sources, The pelSgnal property was found to be in GOOD to EXCELLENT c~ndition,? tmlesa otherwise noted. Values are reported piece-by-piece, and/or as a whole. All ,Values rep0rted have been determined with consideration to the condition of the item, ~arket ¢ondRions, and salability factors. APPRAISAI, ? s RvIc s APPRAISAL SUMMARY It is in mY opjnion~4hat,as of d.o~d. Jtlly 7, 2004, the Fair Market Value of the personal property b£Dorothy-~ton~c~fgr, deceased: ~Three Th6usand Se~en Hundred Twenty Eight Dollars andZcro Cehts) ($3,728.00) ~ ~js ^pp~s^L f The report mttSt be read in its entree. The Appraisal Summa~ ONL Y is not the a~pra~al report. - ROM in Photograph and , structions Ibis Appr~sal Semites has prox)~de~l ~ou with a cD-R~oM that houses all of the digital photographs 6f all o~ item~ OP~ralge& CD,rOM also contorts a saved copy of · e appr~sal repog. ~ CD~ROM may be iept Wi~ ~e paper c0py:0!~e apprasal repo~ or ~} off- ~ s, a °sit x. ~e phot~ ~ saved in ~ ~G plct~e fo~at, me~ng ~at ~1 of~e file n~es end ~th a" ~G~' ~ ~ The file n~es c6~espona to ~e ~i~en ' apprmsal repons Co~espond~ng Photograph File ~at is included at ~e end0f egch item apprised. wi~ cp-ao 1. Insea ae CD-~O~ iag~y,o~ computer's CD-ROM Drive. If you do not have a computer or ac~es~ to ~fi~.OM Drive--a copy store, office supply store, or public libr~ will he,able to help yo~ view ~Wor print yo~ pict~es. 2. Yo~ compute! may contain one or several different soRw~e progr~s that ~11 fllow you to ~ ' y~ew yo~ plct~es. Ex~ples of ~ese progr~s ~e Draw, Photo Editor, Pic~e Ifl EXPress, Photo S~te~; My Photo Center, Photo Studio Lite, Photo Shop . ..... Pro, Pxc~e CD, or Photo Deluxe. ~e protr~ ~at is included ~th a d~tal c~era is ~o~er way to view yo~ ~c~res. · Select ~ progr~ for vlewlna photographs ~d open the progr~. 3. Click FILE, ~d Click OPEN. 4. Use ~e P~ll-Do~, "Look in" M~nu ~d select ~e D Drive (D:) or whichever ~ive is design~d~a~y6~ ~D2~M (~)metimes ~is may be ~e E Drive (E.) on yo~ computer~. · NOTE · Yo~CD-ROM Drive is designa[ed M~ a small CD-ROM graphic Icon or a c~ooa teprese~t~g ~e drive. · ~e anves ofyour compater c~ be fo~d ~der My Computer section of~e Pull- Do~ "Look iff' Menu. Co~on DHves ~e: A Drive (floppy disc ~ve), the C . . . , . Drive (h~d disc drive) the D Drive ~CD-ROM Drive), ~d ~e E Drive (sometimes CD-~0M DriVe; sometimes ~ exte~l ~ive, like a CD-ROM Writer, Zip, or J~z Drive). 5. Doublb-click 0n ~e photograph you ~sh to view Personal Property Listing End Table. Vintage walnut drop leaf end table. Two drawea's. $55.00 COhlmn legs. Corresponding Digital Photograph File: r0314408jpg Bed. Single mahogany bed with castexs. Cannonball motif. $45.00 Corresponding Digital Photograph File: rO314409.jpg Recliner~. Contemporary plush Lazy-Boy-type recliner. $25.00 Corresponding Digital Photograph File: r0314411.jpg C~ndlestand. Mid-twentieth centmy Kittinge~ mahogany $150.00 canclles'mnd. Square top. Corresponding Digital Photograph File: r031441 l jpg Floor Lamp. Brass contemporary floor lamp. $10.00 Corresponding Digital Photograph File: r0314411.jpg ]~ [ Mirror. Vintage oval mirror, carved ribbon mot~. Damage to side. $45.00 Corresponding Digital Photograph File: r0314412.jpg Table Lamp. Brass contemporary table lamp. $5.00 8 ~ Dresser. Vimag¢ tiger oak veneer empire dresser. Four drawer. $350.00 I~ I ~obs r~lae~d. 9 ] ~~White-sty~e mahogany fo~d aow~ sec~ta~y $300.0O [~'~oles and cubbies. Four drawer. 10 ~ $35.00 12 ~ $30.00 13 ~ $20.00 14 ~ $10.00 I Corre*ponding Digital Photograph File: rO$14414.jpg Frame. Vintage photograph in Victorian gold gilt gesso frame. Oval $45.00 fxame with pomegranates. Corresponding Digital Photograph Files: rOM4421 & rO$14422.jpg Da~uerreotvne. T~nag~ girl holdln~ flowexs, ,q~mvolytm. Some $50.00 m~or foxing clamage of photograpl~ Frame. Victori~m velvet frame with photograph. $5.00 ~~. ~id twe~aeth ~n~ mahogany magame rack. $35.00 ~ $375.00 ~ $175.00 o.oo ~~" RCA color television. -- $40.00 8 23 I I Nec~a~. Pearl necldace, two strands. 7mm pearls. $35.00 24 ]~ ]Cameo Brooch. Thr~ Muses cameo brooch. 2 1/2". $15.00 25 ~- Sterling, $50.00 IB ~m -Sterling, Denmark. Rose pill - [~ Idiamonds at <1/32 ca~at each~ two 'dmmonds at 5/8 carat eaclx [~~et6ng ishalf platinum, half 14k gold. 27 ~. $125.00 I~ ISetting is 14k gold. 28 ~ $8.00 29 I ICol~tainel'~~eOll~ eol~'alnt~l'~ including bags, $10.00 30 [ I b°xes' barb°' xes, trays, l~lastic' eoramic and [~'lass' [ [C1othin~ of miscellaneoos clothing, shoes and $5.00 aCc¢SSOlle$.acc¢sSOlle$. 31 C°stume leWelrv. Selection of costume jewelry. $45.00 32 [ ILine~s~ ~ towels, blankets, and $30.00 34 I I ~a~fi ..b~e.S: $150.00 pictures, clocks, vanit~ item% flowers, fi'ames, and candleslicl~. Total $3,728.00 It is in myZoptmon,,that as of d.r~t. July 7, 2004, the Fmr Market Value of the personal property pf~Dbrothy~ gton~c!fer; decea~e~l~ ', :: The rep~ rt mu~t be read in i~s entirk_tp. The Appraisal Summa~_ ONLY is not the ~praisal report. 10 Brickers, Chuck¢.E,:;Auetion. 9~ .Se. xa¢o K0. MechaniC~burg, PA 17050 ~ ti iiv~ i 1554' lly Carlisle; !~013 DeHart's uc o Ho Pike PA eBay. http://w96¥:¢~ay.com Gottshall, Jr., ROY AuctioaS~ i'i3 Forg& Rd. Bbiling Springs, PA 17007 Hershey, Dan AuCtmneenng Se/'vic~. 3 Brown Rd. Shipp~nsburg, PA 17257 V. Lone¥, C.A.P.Pii D?.I. 2004. P~brsonal Communication Ocker, Carl E. AucliOi~: ec40l ~hl!adelphia Ave Chambersburg, PA 17201 Potteiger, Frank E/L Auction Services. 229 Petersburg Rd. Carlisle, PA 17013 Rowe's Auction S~rvice. 2505 RiMer Hwy Carlisle PA 17013 York Town Auction, Inc. 1625 Hav~ and Rd. York, PA 17404 11 statement Of QuahfiCahons Air,sa L Lohey P P Professlo,nal Des3gna~lon8 and Certificatlo s C.A.EP. - Ce~lfied :A~ppralser. of P~ ersonal Pr6perW deslgnatlon earned ~0ugh course work and c~sses rowded l~y the ~ast~t~te of~Agpra~s~ of Personal Prope~tty Arch£~oto~R~sources Prot~et~o~ A~t-~ Q~rtified to con06ct iny~stigations and damage assessment pertains~t0 vi~lations of the United S~at~e~ federal; state, and local laws pertammg to ~chaeolog~cal s~te0 a~d cultural pr0pertle~~. Including by not hm~ted to the Archaeologm~ Resources Protect~0n Act of 1979, NatiOnal Ffistonc Preservation Act of 1966, the Nativ~e American Grave~ Protection and R~Pa~i~i~ion Act and the American Antiquities Act ~0f 1906. Professional Accom~!s~egtS ~ State Historical ~[~n~ya~t~ Archaeologist for the State of Louisiana · Attended the Co~n~fV~tiOn.o~I~ d~an Artifacts Symposium sponsored by the Smithsonian Institution and ~e Tunica-Bilox Indian Reservation, Marksville, Louisiana. · Director of the ~West Virginia University Historical Costume Museum. · Research Arch~eologistY Artifact ~nstructor for CADW (Welsh Historic Monuments)/ University of york, England. · Research and Preservation Speci~ffst for the Maryland Historical Trust. · Presented an~d pubhshed works for r~at~onal and international organizations including the Society for hstoncal Archaeotogy, Mlddle-Atlantm Archaeology Conference Southeastern Archaeolog~ :al Conference, EOuisi~a Archaeological Society, and the Maryland Historical Trust. Education B.Sc. Historiq~l Text~es and Clothing, 1992, West Virginia University, Morgantown, West ¥~rginia, l~Inited Sta(es. M.A. '~ ' ' Medieval Archaeology, 19~95, Umvers~ty of York, York, England. C.A.P.P. Certified Appraiser of PerSonal Property, 2001, Institute of Appraisal of Personal Prop~erty, York, pennsylvania, United States A.R.P.A. Certified to conduct mvest~gatlons and damage assessment that pertains to vio~tions of the Uaited Stat~s federal, state, and local laws pertaining to ~ arc[~aeological sites~ and cul~al properties. S.B.D.C. ' ...... Fir~st Step Entreprencttnal Se~es, 2001, Kutztown Umvers~ty of Pannsylvan~a, S~all Business Dev~lopmant ~enter Presently D~rector an~l Four(der of Ibis Appraisal Services Member of Institute of Appraisal of Personal Property, A~meriea~ Society of Appraisers~ Appraisers Association of America, InternatiOnal Society of~ppraisers, and Professional C~in Grading Service. Conducts e~tensive on-site ~PPraisals, assessments, analyses and authentication of personal and cultural pr6~ Op~e~ateg oa l~al, nation~l, and inte~ationaM~vels. Conducts research on all objects considered personal and cultural property. 12 Assumptions ana imiting Conditions The term '~Fair Mark~t~Valu~e" as used i~th~ report, is~d~fined as follows: The highest price an ~tem woul~113rlng~f the~'sal~pccm're~;tlnder no ~rm~l!dgrkel: condtt~ons prowd~ng 1. ne~th~the buyer or seUer ~s~aetmg un~terd~ress, 2. the prppe~rty has 15e~n eapos~d onthe opefi market for a reasonable length oft~me 3 both the btiY~er ~tfthe sellevare aware of thepotential assets and d~fects; 4. no unasual circtt~stances are ~r~sent. This appraisal wa~based upoh the ?li0~ing assumptions, i~itatiohs, and conditions: 1. The infonnati~ contaifi~ed in th~s [eport was gathered ~om.s6urces considered reliable, personal examl~at~on,'researeh of~iuthent~c~ty and comparable sales and/or auction prices· 2. No respons~bd~ is assumed for matters that are legal m nature, including, but not bm~ted to: the representatiog Of othem concgrning the value, authenticity, condition, origin, or provenance of ~,item ~p~i'aised. 3. The appraiser assume~t ~normal and careful examination of the property was sufficient to determine its ~uall~ ~d. condition and that no extraordinary examination procedures were to be utilized, u~ less these were ~pecially requested and the expenditure of funds therefore authorized. 4. The appraiser% ~ourt attendance a~d expert testimony report, if required, are not included as part of this rep~rt. The appraiser B. oes have the right to refuse testimony THE UNDERSIGNED HEREBY CERTIFIES; 1. Tha~I have no interestmow} nor have I had an interest in the past, nor shall I contemplate an tnterest in t~ future, in the property covered by this apprmsal. 2. That to the best ofm~ knowledge and belief, all statements and information included in &is appm~sg[ ai~e.Kuo anti,based upon objective findings and that no ertinent ~nformat~oa.h~gs been,.knowmgly w~thheld or deleted ~n th~s report. 3. Ttiht neither the e~ployment t0 make this appraisal or compensation for doing so is contingent tipon th~ value of the property It is the fhn~fbelief of the appraiser that the. information furnished in this appraisal report and the conclusion~drawn ~m this infor~n~ ation ge true and correct, but they are not guaranteed. RPRAISAL 13 EX+ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M. STONESIFER 21-04-0681 Debts of decedent must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' Hoffman-Roth Funeral Home, Inc. 2,524.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 27,915.34 Name of Personal Representalive{$) Manufacturers and Traders Trust Company Social Security Number(s)/EIN Number of Personal Representative(s) StreetAddress One West High Street City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2. Attorney Fees 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanalion) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 473.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. IBIS Appraisal Services, personal property appraisal 210.00 B Cumberland Law Journal, advertising Letters Testamentary 75.00 9 The Sentinel, advertising Letters Testamentary 115.79 1o Closing and Filing Costs 1,500.00 TOTAL (Aisc enter on line 9, Recapitulation) 34,313.13 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) ,~ SCHEDULE I COMMONWEALTH OF PENNSYLVANIA IDEBTS OF DECEDENT, INHERITANCE T,~X RETURN MORTGAGE LIABILITIES, & LIENS eE$,DENT DECEDENT ESTATE OF RLE NUMBER DOROTHY M. STONESIFER 21-04-0681 Repor~ debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Presbyterian Homes, Inc., balance due care 239.40 TOTAL (Also enter on line 10, Recapitulation) 239.40 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (~00) SCHEDULE J COMNIONW~LTH OF PENNSYLVANIA BENEFICIARIES iNHERITANCE TAX RETURN RESIDENT DECEBENT ESTATE OF FILE NUMBER DOROTHY M. STONESIFER 21-04-0681 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ABDRESS OF PERSON{S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [ TAXABLE DISTRIBUTIONS [include out~ght spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Manufacturers and Traders Trust Company, Trustee U/Agreement Dorothy M. Stonesifer FBO C. Ross Stonesifer and J. Randolph Stonesifer Nephews 745,958,93 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 (If more space is needed, insed additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, Vice President, Manufacturers and Traders Trust Company be;ng duly sWOrn eccord;ng to law, deposes and says that he Executor of the Estate of Dorothy M. Stonesifer [afe of West Pennsboro Township _, Cumberland County, Pa., deceased and that the w~th~n is an inventory made by Manufacturers and Traders Trust~., the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn Executor - Admlnlsfrafor S~A~,.. ~ /*. ~.~0~ gne F. Burke, Vice President ~nufacgurors and Trador8 Trusg Company ~ ~' ~ One ~e~tiX~gh Street Carlisle, P~ 17013 Notafi~ Seal I Address Gwen~lyn E. Killian, No~ Public I Ca~ime ~ro, Cum~nd Coun~ ~y Commi~on Dele of Death ~r'~nnsy~mnm~mN~eSJuly 2004 Day ~onfh Year INSTRUCTIONS ~: An inventory must be filed wlthJn three months after appointment of personal representative. 2. A supplement inventory must be filed wJ~h~n fh~dy d~ys of d~scovery of additional assets. 3. AddJfione~ sheets may be affached as fo persona~fy or realty ~. Se~ A~icle IV, F~duc~Hes Act of 1949. Inventory of the real and pe~'sonal estate of DOROTHY M. STONESIFER deceased 4. 50M par PA Housing Fin Agency 4.35% 4/1/05 50,853.50 2.; Interest to DOD Item 1 580.00 3.; 35M par Central Dauphin PA Sch Dist. G.O. 4% I2/1/05 36,081.85 4. Interest to DOD Item 3 ~. 1 40.00 5J 15M par Centrsl Dauphin PA Sch Dist G.O. 4%12/1/95 '~5,449.55 6, Interest to DOD Item 5 60.00 7. ;50M par Springfield PA Sch Dist G.O. 4.35% 3/15/14 51,561.50 8, Interest to DOD Item 7 676.67 9.: 11359.935 shs. Blackrock Fudns 120,756.11 10. 12241.98 shs. MTB PA Muni Bond Fund 125,113.04 11 .I 11328.607 shs. SEI Tax Exempt PA Muni Fund 121,329.38 7,546.80 12[ 13. '500 shs. General Electric Co. 15,982.50 14.; ,Dividend payable prior to DOD Rem 13 100.00 15.: 190 shs. AT &T Corp. 1,307.25 21.38 1 6. lOividend~.~.~a~a~,,e"'~,,,or to DOD Item 15 2,061.36 17.~ 144 shs. AT & T Wireless Sen/ices, Inc. 18.~ i584 shs. SBC Communciafions, Inc. ~n~ ~ ',- 14,078.78 ~ 10,900.50 19J ~300 shs. Vedzon Communications o ~,,,, ~ ,¢~ ¢;.~ ~.?~ ~'~ . 20. ii45 shs. Comcast Coq). '-o ,~,~t~/.~,~ .E; 17,716.00 21. 400 shs. General Motors Coq). ~.~ 22. 1000 shs. Exxon Mobil Coq). 45,1 35.00 23.~ 700 shs. International Business Machines Corp. 59,846.50 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(1 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17~ 28 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004406 MANUFACTURERS AND TRADERS TR ONE WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $106,299.15 ESTATE INFORMATION: SSN: 110-07-3983 FILE NUMBER: 2104-0681 DECEDENT NAME: STONESIFER DOROTHY M DATE OF PAYMENT: 09/20/2004 POSTMARK DATE: 09/20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/07/2004 TOTAL AMOUNT PAID: $106,299.15 REMARKS: '~ CHECK# 445735812 · ' INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA BUREAU OF TNDTVTDUAL TAXES DEPARTNENT OF REVENUE _~ ZNHERTTANCE TAX DTVTSTON NOTZCE OF ZNHERZTANCE TAX PO BOX IS0601 APPRA/SEHENT, ALLO#ANCE OR DZSALLONANCE HARRISBURG, PA 17118-0601 OF DEDUCTIONS AND ASSESSHENT OF TAX REV-Z;¢7 EX AFP (09-0¢) DATE 11-15-2004 ESTATE OF STONESZFER DOROTHY M DATE OF DEATH 07-07-2004 FILE NUMBER 21 04-0681 COUNTY CUMBERLAND M & T TRUST COMPANY ACM 101 I W HIGH ST CARLISLE PA 17013 Amount Remitted HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STONESIFER DOROTHY MFZLE NO. 21 04-0681 ACM 101 DATE 11-15-200~ TAX RETURN #AS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 701;265.60 credit to your account, 3. Closely Held Stock/Partnershlp Interest (Schedule C) ($) .00 submit the upper port/on ~. Mortgages/Notes Receivable (Schedule D) (q) .00 of this for, with your $. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 79;245.86 tax payment. 6. Jolntly O~ned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 780,511.46 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Costs/H/sc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule ~) (10) 239.40 11. Total Deductions (11) 12. Net Value of Tax Return (12) 745,958.95 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00 1~. Net Value of Estate Subject to Tax (1fi) 745,958.95 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~111 re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 1~ at Spousal rate (15) .00 X O0 = .00 16. Amount of Line lq taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Amount of L/ne 1~ at Sibling rate (17) .00 X 12 = .00 18. Amount of Line lfi taxable at Collateral/Class B rate (18) 745,958.93 X 15 = 111,893.84 19. Principal Tax Due TAX CREDITS: (19)= 111,895.84 PAYMENT ~ RECEI~I DISCOUNT (+) DATE / NUMBER INTEREST/PEN PA~D (-) AMOUNT PAID 09-20-2004 C,!)004406 5,594.69 106,299.15 ~- TOTAL TAX CREDIT I 111,893.84 :*~ BALANCE OF TAX DUEI .00 :!~ INTEREST AND PEN. I .00 ~ ~F PA~D AFTER DATE ~ND~CATE~'~EE REVERSE ( ~F TOTAL BUE ~S LESS THAN $1, NO PAYNENT ~$ REQU~REB. FOR CALCULATION DF ABB~T~ONAL ~NTEREST. ~F TOTAL DUE ~S REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUNB. SEE REVERSE S~BE OF TH~S FORN FOR ~NSTRUCT~ON$.) RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coeaonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the rsquiramants of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TI P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGXSTER OF #XLLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available online at maw.revenue.state.pm.us, any Registmr of Hills ar Revenue District Office, or from the Department's Z4-hour answering service for fores orders: 1-eoo-56Z-Z050~ services for taxpayers with special hearing and/or speaking needs: 1-800-447-5020 (TT only). OBJECTIONS: Any party in interest not satisfiad with the appraisaent, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of tha date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at waw.boardofappeals.state-pa-us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals websita. You say also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZelOZ1, Harrisburg, PA 171Ze-10Zi. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviaw Unit, P.O. Box Z80601, Harrisburg, PA ITIZe-060I Phone (717) 787-6505. See page 5 of the booklet "Instructlons for Inheritance Tax Return for a Resident Decedent" (REV-IS0/) for an explanation of administrativaly correctable errors. DISCOUNT: If any tax due is paid aithin three (5) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowad. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6gl percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 19BZ will boar intorost at a rato which a111 vary from calendar yoar to calondar yoar with that rato announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rata Factor Year Rate Factor ~ ~ .000548' 1988-1991 llX .000301 ZOO1 9X .000Z47 1985 16Z .00045& X99Z 9Z .000247 ZOOZ 6Z .000164 1984 llZ ,000S01 1995-1994 7Z ,00019Z 2005 5Z .000157 1985 l~Z .000556 1995-1998 92 .000247 ZOO4 42 .000110 1986 lOX .000Z74 1999 7Z .OOO19Z 1987 102 .000274 ZOO0 72 .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days boyond the dato of the assossment. If payment is mado after the interest computation dato shown on the Notice, additional interest must be calculated. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-04-0681 Estate of DOROTHY M. STONESIFER, Deceased Late of West Pennsboro Township FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR Date of Death: July 7, 2004 Letters Granted: July 21,2004 First Complete Advertisement of Grant of Letters: August 27, 2004 Account Stated to: December 10, 2004 SUMMARY & INDEX Pages PRINCIPAL 780,511.46 Receipts 2 Less Disbursements 2 140,855.48 639,655.98 Less Distributions 2 621,322.67 18,333.31 Principal Balance Remaining INCOME 157.57 Receipts 2 Less Disbursements 2 9.46 148.11 Income Balance Remaining $ 18,481.42 Combined Balance Remaining cOMPOSITION OF NET BALANCES ~ $ 18,333.31_ Cash income $ 148.11_ Cash PRINCIPAL RECEIPTS_ -- $ 780,511.46_ Inventory Filed ~ Per Copy of PA Inheritance Tax Return filed PRINCIPAL DISBURSEMENTS-- -- 473.00 07/21/04 Register of Wills, Letters Testamentary and Short Certificates 210.00 07/26/04 IBIS Appraisal Services, appraisal fee 62.20 Presbyterian Homes, Inc., balance due 75.00 Cumberland Law Journal, Advertising Letters Testamentary 2,524.00 07/29/04 Hoffman-Roth Funeral Home 156.00 08/13/04 Presbyterian Homes, Inc., balance due 115.79 08/24/04 The Sentinel, advertising Letters Testamentary 106,299.15 09/13/04 Register of wills, PA Inheritance Tax 25.00 09/14/04 Register of Wills, filing PA Inheritance Tax Return 1,500.00 Reserved: Frey & Tiley, attorney fee 27,915.34 Manufacturers and Traders Trust Co., Executor Fee 1,500.00 Closing and Filing Costs $ 140,855.48 Total Principal Disbursements ~TIONS TO BENEFICIARIES 3,728.00 08/09/04 J. Ross Stonesifer and C. Randolf Stonesifer, personal property as appraised 617,594.67 Transfer to Trust u/Agreement Dorothy M. Stonesifer $ 621,322.67 Total Principal Distributions INCOME RECEIPTS_ $ 157.57_ Interest, Money Market Funds 8-2-04 to 11-1-04 -- INCOME DISBURSEMENTS_ -- $ 9.46 income Commission -2- MANUFACTURERS AND TRADERS TRUST COMPANY AND EXECUTOR, DOROTHY M. STONESIFER Jane F!lBurke, Vice President COMMONWEALTH OF PENNSYLVANIA ' COUNTY OF CUMBERLAND ' Jane F. Burke, Vice President, Manufacturers and Traders Trust Company, Executor being duly sworn according to law, depose and says that the foregoing Account, both as to the items of charge and discharge, are just and true to the best of her knowledge and belief. Jan~,]F. Burke, Vice Presi Sworn to and Subscribed before me this <~ ~ day of December, 2004. Notary Publi~ COMMONWEALTH OF PENNSYLVANIA Gwendolyn E. Killian, Notary Public Cadisle Bom, Cumberland County My Commission Expires Nov. 22, 2008 Member, Pennsylvania Association Of Notaries -3- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF DOROTHY M. STONESIFER, LATE OF WEST PENNSBORO TOWNSHIP SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account $18,481.42 filed December 10, 2004 Distribution Manufacturers and Traders Trust Company Trustee u/Agreement Dorothy M. Stonesifer Principal Cash 18,333.31 Income Cash 148.11 $ 18,481.42 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the terms of the Last Will and Testament of Dorothy M. Stonesifer, late of West Pennsboro Township, Cumberland CouAty, Pennsylvania. Ja~e F. Burke, Vice President COMMONWEALTH OF PENNSYLVANIA ' COUNTY OF CUMBERLAND ' Jane F. Burke, Vice President of Manufacturers and Traders Trust Company, being duly sworn according to law, deposes and says that the facts set forth in the Statement of the Reasons for the Jane ~l Burke, Vice President Sworn to and Subscribed before me this ._.~day of December, 2004. ~/ - Notary ~ublic COMMONWEALTH OF PENNSYLVANIA_ Gwendolyn E. Killian, Notary Public -4- Ca, isle Boro, Cumberland County My Commission Expires Nov, 22, 2008 Member, Pennsylvania Association Of Notaries -.. #... -'" I heIIby certify that wrltten notice ot ltle ftling of IhII AGcount. 8IId of tha date, time 8IId place when file II1II18 will be PI'1iIIilIf\ted to the Court for confIrmatlon 8IId of the last day 10 fie written objections to said Account. hae been given to evIllY unpaid claimant and to fNfII'I olher pe:. known to the accountant 10 '- or c1eim .'" interest in the estate as Cle<lllll. benefit'. . heir or neld of kin. - ~- ...... ~ '" ~ 8~0":lS:OOZO"'''' 0 ~ ":I'" "'01;l~0 II~ ~ ij ~ >-3 >-3 ' c:: '" '" """''''to- ~ ~ 0 0 ~~~>-3 >-3N 00>-3 o 000.... IS ":I ,." n"'dS;1-%:l 100 0 ":I '" ,.~o OO"'~1'%j ~"''''~'':I~ '" 00 tE:I tE:I tE:I 1 C") (j r-< ~ >< "'''''''''''00 0 '" tz:l~ HI-300\c:::n~ ... 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One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 MANUFACTURERS AND TRADERS TR ONE WEST HIGH STREET CARLISLE, PA 17013 RE: Estate of STONESIFER DOROTHY M File Number: 2004-00681 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 CO SUCC TO FARMERS TR COMPANY RE: Estate of STONESIFER DOROTHY M File Number: 2004-00681 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, G~~~ Clerk of the Orphans' Court cc: File Counsel