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HomeMy WebLinkAbout10-28-11,~ Pery rY. ec are a eve examined this return, rncludrng accompanying schedules and statements, and to the best of my knowledge and belief, i~rue, co and complete. Degjarehsn of~;+reparer other than the personal representative is based on all information of which preparer has any knowledge 1fS1 f ~ . T.. Y"F yr rcKaveyKt~,,.gy~gNrc ramp Ke r UKN // A _ ~ ~ .,.rte _ State ZIP Code .:Mechanicsburg PA 17055 Correspondent's a-mall address:andreWC.Sheely(c~VeriZOn.net Under penalti s of 'u I d I th t l h ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY _ _ _ ~ ~? ~ -' oZg ~ rOo~ O ~ 01/28/1934 _.. ! 04/25/2011 Decedent's Last Name Suffix Decedent's First Name MI Stoner :Mary _ _ W (If Applicable) Enter Surviving 3pouse's Information Below Spouse's Last Name Suffix Spouse's First Name _._ . MI Spouse's Social Security Number _ _ _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return O 2. Supplemental Retum O 3. Remainder Retum (date of death prior to 12-13-82) O 4. Limited Estale O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) fi 6. Decedent Died Testate O 7. Decedent Maintained a Livin Trust g 8. Total Number of Safe Deposit Boxes (Attach Co of WIII PY ) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION Name SHOULD BE DIRECTED TO: Daytime Telephone Number .Andrew C. Sheely, Esquire _717-697-7050 _ - ., _ _ ~ ~ ..__...-_ ! ~~ REGISTER O S USE OyLif -r, r=n ~~~ ~ C.~ ,~_ -, First line of address ~ ~~ N `: r ' , n 127 South Market Street __ - -D CO "~' ~" ~ , r--; ' Second line of address ~O-rt °° P.O. Box 95 _ ~ .. `~ Q r- . p City or Post Office DATE FILED ~' 1505610101 "~ REV-1500 °` t°'-'°' OFFICIAL USE ONLY PA Department of Revenue penrlsylverda °`"""'°°'"`""°' Coun Bureau of Individual Taxes ty Code Year File Number INHERITANCE TAX RETURN PO BOX z8o6o> Narrisburo, PA 17128-o6oi RESIDENT DECEDENT a2 ~ 1 ~ OS 7 .Dennis S. Stoner, Co-Executor, Penny M. Stoner, Co-Executor, Edward M. Stoner, Co-Executor SIGN~RE OF ~R~R~)I-I~R'TMAN REPRESENTATIVE , pnnacec - Andrew C. Sheely, Esq 27 South Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 ~O// J 1505610105 , T REV-1500 EX Decedent's Social Security Number _ .. _. Mary w. Stoner ' ' i~ y- a ~ -- ~°~ `~ °~ , s Name: Decedent RECAPITULATION 1 $140,000.00±. 1. Real Estate (Schedule A) ........................................... .. . _... ~. 2. Stocks and Bonds (Schedule B) ..................................... .. 2. $1,336.61_ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. $236,402.33' 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 430 93' $141 (Schedule G) O Separate Billing Requested...... .. 7. . , 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. $519,169.87, 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. $18,567.72''' 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. ' $3,248.66!'' 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. ', $21,818.38[ 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. $497,353.49' 13. Chadtabfe and Governmental BequestslSec 9113 Trusts for which $18 324 00' an election to tax has not been made (Schedule J) ...................... .. 13 , . 14. Net Value SubJect to Tax (Line 12 minus Line 13) ...................... .. 14. $479,029.49 i' TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers und~~ cec. 9116 (a)(1.2) X .0. ' 15. __ ..,_ _v ..~~ ..... 16. rwable ... _ _, _ Amount of Line 14 $479,029.49' at lineal rate X .045 _ 16. $21,556.33! 17. Amount of Line 14 taxable .. at sibling rate X .12 17• 18. Amount of Line 14 taxable at collateral rate X .15 18• 19. TAX DUE ......................................................... 19.' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT $21,556.33 Side 2 1505610105 1505610105 O RCV-1500 EX~ Page 3 Decedent's Complete Address: File Number ~ ! _ ~ / _ Q ~ ~ I DFrF11FNTC NAAAF Mary W. Stoner groeernnnoeee - ___ ---_ __ 3 Winding Hill Drive ITI _ C Mecharncsburg ._ _-... STATER 2117055 P i Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) $21,556.33 2. Credits/Payments _ A. Prior Payments $19,500.00 B. Discount $1,026.30_ 3. Interest Total Credits (A + B) (2) $20, 526.30 4. Ii Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) - Fill in oval on Page 2, Line 20 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) ~q,~ Make check payable to: REGISTER OF WILLS, AGENT. JS~A•• Y y~i, q,, y..~{' y ~• •.• "~ Hlle'IY4`.`ffid95 BvYGy6e.mbgnamw.aaromxanmoo .v.®emwe~........-..- $1,030.03 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 :...................... ........................................................... ......... ^ L^1 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 Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ......................... 3. Did decedent own an "intrust 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? ..................................................... ........................................................... ~ ........ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~~'~it1~~'~~A,,~ Fo~ ,_ r~ ~ .. ~. ..~~ _. _ ... « ~.~a ,...., m ~~i:~~ dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 rceni [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements far 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 21 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 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. t, ~ COMMONWEALTH OF PENNSYLVANIA OEPAR7MENT Of REVENUE BUREAU OF INDIVIWAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EXI71-981 NO. CD 014707 STONER DENNIS S 37 KONHAUS RD MECHANICSBURG, PA 17055 ESTATE INFORMATION: ssN: tsa-26-s2sz FILE NUMBER: 2111-0571 DECEDENT NAME: STONER MARY W DATE OF PAYMENT: 07/14/2071 POSTMARK DATE: 07/13/2011 couNTY: CUMBERLAND DATE OF DEATH: 04/25/2011 REMARKS: RECEIPT TO ATTY SEAL CHECK#107 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 19, 500.00 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: S 19, 500.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ti ~~ O ~ ~ 3~ tt~ oc~ ~~~~ ~~~ ~~~. o Lr o ~~~~ ~ v ` m O ~( `~ A' ffl f~ o- O a O ~~ m N i e' ~.~ ~ M `'~ ~ ~` o s i ~ ti a 1 ru N "' 1 `° u.. ,a O {.- to 4 a c.~ [~- c0 T N A ~ REV•1502 EX+ (i1-08) Pennsylvania DEPANTNENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT e~rwre of Mary W. Stoner FILE NUMBER 21-11-0571 ' ~' Pr~Y ownea solary or as a tanaM in common moat be roported at }air market value. Fair market value is deflned'as the price at which property would be exchanged between a willing buyer and a willing seller, nekher being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property thrt ~ 3~Mh-ovrned with riyM or wrvivonhip must be dhdaed on Sdwdule F. Attach a wpy of the settlement sheet If the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in wmmon. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• 3 Winding Hill Drive, Mechanicsburg, Upper Alien Township, Cumberland County, PA Tax Parcel #42-27-1888-033. Sold oer Agreement of Sale. See attached settlement sheet. $140, 0000.00 TOTAL (Also enter on Line i, Recapitulation.) IS 140,0000.00 SCHEDULE A REAL ESTATE If more space is needed, insert additional sheets of the same s¢e. _~y+w.e. ~~~ ~ A. Settlement Statement (HUD-1) ..~~ ~~al w~ o22s Appwal Na zap 0. FY Nullbsr. 7. Loan Nunlbw: a. ssw4tps bsunllw cast NumMr: 1.QF1fA 2.0 RNS 3. Cam. UnMw. 132-11 8600424893 4.~VA 6.~COm.Ir. C. Nols: 7fYt alem NarnMltdbpM youtsYbrwefdaobd nlamak ooafs.~Mioraas ptldbandbylM 4sltlMrwnt Npnk art alwr~. MsnxnwNW (p.a¢)'~wtpuaRMNSwaMMp,~NysssM1asnMrtlbrisiseneekxWgr/wssrandartnolbaMdrtlhMloh4 D. Nsms and Addlsss d Sellsrler. E. Nsnw srld Aedlass of SMsr. F. Namt SIW AMtas d LtMa: LARRY J. WNRBEL ESTATE CF MARY W. STONER hEYBEp3 1ST FEDERAL CREDfi 1a w6tolNO NILL DRIVE s w64D6Y619LL DR1VE U1110N MECFMNIC21M1R0, PA 17066 AAECFMlNC9&AtG. PA 17066 0000 LOL86E OR. AAECF1fAlpCClblllRO, PA 17066 ~ Q 1619671 ~.BKp~; 3 1N6AD9/3 X OECIIANICBOl1R0, PA 17066 46 CENTRAL eLw. BsplsniWr 0. tot 1 Ct1t1e~11tJMp ~. ~ CAIAP N6J.. PA 17011 Pn. (717)7812670 PYstdStawlrt 101 soufN 2AARID:T STREET PA 17066 ~ •allsaAYen K d biwtalfon 100. Dw 2ian 60nawc 0 400. Olas AmOUt b 2MYr. • 140 00 401. nlss 1 000.00 1 402 Ptnalai t0A b 1 4906.66 109. 406. 1 1 b OtA1M2 MA Twrr 1 b 01/01/t2 1 b .407. bw b 1 T 1 b 07/01n2 1 T OYOY11 b 07101H2 1 W 109. T / b 1601/11 110. 26.00 Opp, JULY 09A6n 1 b 1 H 7 . 26.00 111. 411. 112 412. 120.01wwAaAaaROsls9rom~Onwwtr 148,466:16 420.OkorAaApmtDwb2NNw 141 d 1, or 1 IItM s 11 000.00 BNsr 1 9 6.27 b b 204. FOR PAID 37A 604. FYSt 200. ~~ 1000.00 606. 606. ter Nwns SMsr 0. b 610. Own Tars b b 611. T 1t 212 T b 12 TAXES 1p 216 a1a. 14. 614. 2 a. 6tb. 216. a1a 217. 617. 216. at . 1 . 619. T02Y 9bnwwsr 11 976.00 U0. Tad Amestlt 011s 4 16.27 9010 BOllalltr 1 1 460.16 .01006 51110159 dOt BSMr 141 N LOSS SIIIOIta 6bnOwsr 11 97 6pQ. LAMS rodllgl011t dr 4 200. CaMI X FIOm ~ To 9bnowisr 39,089A6 602. crM O To ~ From 2lspsr 197 357 62 , . ~ n. wsw.wprst rlasay 1 Awsapt IaOSy! f • ewnp espy Of 6tis tfalAllltls 6 slry t11S1.tN11A wsd Ilwtlll BOrloawr ae9w h TC T11E 6EST OF s1Y ppYw,®OE, TF1E 1a1D18ETilEMEN7 8TA7BEN7 WeaCH 1 I1AYE fM~AIOp ~ FiNp6 WMC11 WEgE f~ ANO F1A11E 6EEN OR HALL BE DIBBUw6®6V THE UIpEfA910lA*D wa PaYR n= w...s.....~.. WMNtq: R IB A CAME TO I910Aw110LY MAID< FALSE 8TA79iB~rtS TO TIC Um7Ep BTATfBON 7168 ORANY alAAt.AR FORM. PENlllT1~ 16+81 CONVICTpN CAN a1CLUDE A FAVE Alp aAPA~OtSBP7. FOR DETAILS 8EE 11TLE 10 U.B. CODE SECTION 1001 6 BECTgN 1010. A~tbbblYNMp ~..tbbl~ ~b.A0lbbtb lb __ Mwbianrbfasstfb~ALNb~bS~ Ab~711b ib~wNbI11bOCAYtbbtwwblNl~b~lb1 b ~~~A' N~RM~Sbgbn bbb~tlsY TIb1~CMObObpO4tlMArrb• COYw~/~b~ia.w~µ~n Psps 1 of 9 NUD-1 MMI192-11.PFDAAMH32-itn 3) \ aap. z as ~,~ (rN~r1921 t.Pro~nsa-~ tna- C~arpariaon d Good Falllr tlalialale (QE) and MlDd ChnrYaa Oood FaNh 6tlnyM M1D-f That Cararot Yrraa~e tNlD-1 Liao Murrbar °~ • ~ tuo.o0 6saoo Your andlt r for the Ntbrad rab ahoaan / B02 Your 1 BOS Twu6rtalua 11203 ~.~ t,400.Op ~~ 1,40D.00 Thd ti T Crud Mrrawe Yowlhan 10% Good Fa6h Htlnale MJD-1 ~~ ~~ ~~~ ~ N/01 ~~ illauanrb 118tJftplK)E 01106 296.00 1.166. 200.OD 110.00 1,14626 140.00 TdM I Irpraaaa halauan GiFE rd FII1D•1 tbaroea 1 !a0 76 ! ~wi an . 17N.26 ,. ..... Thd Can Glood FaM11 trabrralr ~' M161YdapoaRkrYOUrwaowaomran 11001 991.34 81x64 Ydi"id"6" •ao+ s is.42470owtey 206.66 soap H01101M1'n ~~ s nog eoo.oo 26aoo Yarn Mdllal br arewrt k i 112,000.00 Ygrr loan tam Y ~ Yyu Your YrYIY irYrad rale b 4.3760 % Your iNOal ApMhiy aalotat owed b PNriad. hlbrwt and i 666.20 krdudas anP rlrorttlape hstrrrra k © PfiCJPd ® Irrlereet ^ rfar~a Itltraarree Can Yaw Yrlr'rt wax rYeT ® tia ^ Yes, t ali rlr b a mofYrrn a %. Tha tIM ahan6e wN ba r and an alrrga apaln awry _ mon6M rlar • ~Y Cilarlpa dale. Your M11nwt rab an Ytaraan r daaaar nY x owr6» lour, a6» Ian, your adrwt rab N larrdnd bnswrGlowrMan %ahlllrrttm %. t3wrrM Yau raab prrrrb en tiara, aan yea taan trlrre rMT ® Mo ^ Yas, a ar rNe b • nmYnum a 6 amwk aaud far ~~~ on tlraa, pn yar rerwldy pYripat~ IrMrraaR and nrr4a e hreraarre T b ® rb ^ Yea. Ere Err Yiaoaa can 4 on and iM nnriy y e r e amount Owed arr rlaa b i TMmWnpm6aneverdwtOki Dor Your lean Ilaea a praltbtnard prrlgrl ® tb ^ Yee. Maur maletnean gepaymrt pruiy M i Der yrr ter tlaw • haMoon p4rrerrly ® No ^ Yas. you true a babm naYnnrK a ~_ are in _ ysan r Tod anlolad oYwd Y1CMrito eerow aaaaurt P~ards ^ You do na haw • malhly aeaow PaYnrrt for iWne, errah w taeParb tars and herrorma's hurearloe. You mat pry tluaa 6rrr dYedyr yoraa.l. ® You haw n addabrW mordMy rarow prYnrt a 1206.14 the raerlb M a total edtlal maahly rowed owed a6rea.s4. TNa inahgea OrbaaDM. Fnbraat, any ngrbpa Mrlaanaa and any 61rna alMakad ONOw: ^ Provrty true ® -twrpNlMfa Nmranoe o~ _ ___ •• Y..... ~~ _< ~. o ~.l ~wnw.~ ~IVy~ YA V~Y~~1{ ~illwaee am Laan Temr aaaa wl ./..~ tarrn. Plaaae yy...y ~Kter. \ h.1e s a s -a1D,1 (WlNis?.11.PFdIM61s2-11n3) REV•150Ci EX+ (8.98 scNSODUe s COMMONWEALTH OF PENNSYLVANIA s" r'n/'~VC ~ pA D~ INHERITANCE TAX RETURN v~r1~~~77 DVIV RESIDENT DECEDENT F4TATF AF Mary W. Stoner _._ _..~.w.., flLE NUMBER 21-11-0571 Banco Santander SA. ADS, STD Historcal Quote - (NYSq STD, Banco Santander S.A. ADS Stock Price - BigCharts.com 10/7/11 11:27 AM EMer SYrnbols or KeyaKxds SEARCH -- std hoar Onalas ~~ Banco Sanlarxfer S.A. ADS Mon, apr 25, 20t 1 cxFHa una 12.03 ~ce2 it.97 ~ 12.09 iar. t7.93 Vol~nn 2.95b,477 No Sptks SpaNaetl tJreu / ~ rU ~ C[V P.. ~ Penny Stook of the Day Rated H Perry Stuck Neraeletter on the net MIpzMNw.lacOOryStod,s.mM tM Pen~r 8toek Pkk: VELA Thie HOT Parry 3fodc Is About To F~gAodel Find Out Wtry, Mww.rreemiovssurp.oarJHat Perrry Stock of ttppay Patsy Stock Pick of the ~iy Emtlls. Huge Gains for Active Trades! wv+w. Parary6br W eN.mro 860% Penny Stock 6alns Our ~ P~ ]umped 85096 - Jdn our 100% Free Nevieleper Today xww.Pemg6rrr~~>gwrt.wln .CiOrn Bf0I6Elfa !Wartits 110~- ® Trade aMl FgNy tttmt I lest I rlttrgattpatla I li9mftW I Etl~gc I NHa er ulna tnr rr, ra+ierw~m or~~ N Nor raswhd ~ ! teoosra 4Rpe} Hrerrr aM wore err Irbaery 06 ProrMa tH eu( TrWn and alelacl r tma et ur ~4P are pwlaee M aD( wren Ireseer eau arrse pr arrree rseeawr Dow Jaw Irma 18M1 ham Dew ,law a ~onOarry. hln N 9rra N h soul arrp dK eaal err Yet aN m Praleaa tH NMOAO. 11on ~~^ an err eat Doak ilrHel eWr 1rlbaeey dW dIYYa 73 areas aK rraaa +r 20 arNllla ai Darr erdrrnee. Onr Jaw tldareeM tole Ow Jaw a Crnpry~ Inn BEIa( heaay drr r eraWa M sac TW W. rr Y r Wr mirnupr nMr~an N 4wr ar M local rMaee arr. http:/ /blgcharts.marltetwatch.com/historical/defauh.asp7symb=std6KloseDate=04%2F25962F11&x=37&y-27 Page 1 of 1 New hranaYlaa NrlreY tarerteat pears spy TMs iYlalt~l Quota bal Maas you b bek w • ssutalth watt dornp ptr. ~roN trPa ti ar yner an0 a Malator dsr r vrw a ewr sod mie Wre rr ert acur9y. Este. synd,d: std.,......._...... ---.:._.. trraote: la/zs/11-- - REV-1508 EX~ (5-98J • s~NEO U ~ E COMMONWEALTH OF PENNSYLVANIA p 1 ~.~i.7H~ o.,r~K DEPOSITS, $c am1.7~.. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Mary W. Stoner FlLE NUMBER 21-11-0571 Indude the proceeds ~ IitigaUon and the date the proceeds were received by the estate . All property lwmlyowned with rtyht of wrvlvorship mwt be diaeloeed on ShceduN F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Sovereign Bank savingsaccount#574115382 - princpal and aocumulated interest $1,079.67 2. Sovereign Bank Money market aocount #574178759 -principal and accumulated interest $4,780.01 3. Sovereign Bank checking account#571123554 - princpal and accumulated interest $2,533.51 4. Sovereign Bank CD akxount #0575322185 -principal and accumulated interest $7,010.79 5. Sovereign Bank CD account #0575541883 -principal and accumulated interest $15,763.24 6. Member's 1st Savings account #331855-00 - princpal balance $1,942.20 aa~ln~d interest $ 32 ~tal date f , . , o death balance $1,942.52 7. I Members 1st CDaccount#331855.46 - princpal balance $30,393.92, accxlred interest $33.77, tonal date of I $30,427.69 death balance 8. I Member's 1st CD akxount#331855-44 - prnndpal balance $23,263.14, aocured interest $22.03, total date of I $23,285.17 death balance 9. DecedenPs personal property $3,500.00 10. Wadwvia Crown Classic Banking Account #1000590177727 - princpal and accumulated interest $11,984.56 11. Wachovia SavingsAccount#3000187725399 - princpal balance $1,494.15, accured interest $.62 $1,494.77 12. Wachovia CD~Accottnt #247402103711374 - princpal balance $20,000.00, aocured interest $1.64 $20,001.64 13. Waclovia Money Market Account #1010231168357 - princpal balance $1,998.29, aaxtred interest $.01 $1,998.30 14. 2006 Chevolet Impala $6,500.00 15. Citinens Bank CD account#6247764184 - princpal balance $19,444.08, akxxtred interest $6.66, total date of $19,450.74 death balance 16. I Clti~ns Bank Checking Acct. #6222148496 -principal balance $11,881.69, accured interest $.16, total date I $11,881.85 of death balance 17. I Citiaerts Bank Chek*ing Acct. #6100788644 - princpal balance $3,816.59, akxured interest $.03, total date I $3,816.62 of death balance 18. Citinens Bank CD aa~unt #6140844304 - princpal balance $14,180.31, accured interest $6.84, total date of $14,187.15 death balance TOTAL (Also elner on line 5, Recapitulation) S (It more space is needed, insert additional aleets of the same size) REV-1508 EX+ (8.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE3IDENT DECEDENT SCMEpYLE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF Mary W. Stoner Page 2 Include the proceetls of Ii6gation and the date the proceeds were received mr 1Fw aMs~n flLE NUMBEF 21-11-0571 ~.....-.-,~,.«„ .,, ~~.w, .~om~ cwu~uuw g~ or II1e 581118 SIZE) T 1X]67/td 36631•R .~ ~ y ~ m -~ ~ >f O m :dam CrJ ~ ~~ h1 g;v4f eyr ~ H -~-1 ~ ~~~~ O Ao~ O; 0~ ; p ~ O '31 c~ ~ ~o .~ ~ ~~ ~ ~ ~ '" t cl1 O s ~ C/~ .a ~ k p~ cC1 u~i =. x y V ~ y0 O ~ H ~ Z C ~ ~ 'mow 'F v. ~ ~ ,, i•y .dh.,. J ~ y 'dh~ ~kilJ., . ~ of • q z „,„ ~ H ~ ~ 1 t U1 ~ m ~ ~. :S yg~~b; K. ~ 36 * ° ~" ~ A 'O ~; 0 m ~, -' p 2 a'~ ~~3z U7 \ ~Z=O 01 \m to p to ~"' ~ -n a I--1 ~ cn O ~ 4 ~ !-1 ~ a n ..a _ (j1 8 n '0 7 ~ n r r r 0 ^• n.1 W r W n..t •^ r 0 O r {.n W ., .. ~.~",. Z >< 0 Z ~ m t t a .. .. ..A ,~.. > \'~i ; ]F y" U~•,.>.,..~b ~,...,. .~...vv. S$.1 /,,...... :<..~_ t t ~c Y i X:...i.i ~/~ ` /~ M1L 5~ + f "~ $ ....., j j ~ S µ G °,.. '~, ,. ... 4 \ 4 4 ~+ ff~~ ~~45 / ~ /' ~J\ .fw' {' 77 {' , f ' e ~' ~.. \: v.\3~~f~ "" /bn.:' \ • 1Y \ *2 .:.xe% \\uq~/M `~ ~ ] C „ W rW/S/iv~wu. £I ~ v . l.+i /. ~ ... .vi.sn......:Y~t ~ ~ 3 1 Q /~7µy ' •i. , L~`T ; ., ~ ~~ '. i a,...9Ywvlp~~ruram ~oMrmis` +• MEMBERS 1'~ Fl~1BRAL CRffi11T 1k1tON REGULAR SAVINGS ACCOUNT: Acx:ount Number/Sufix 331855-00 Date Axount Established 06/11/2008 Principal Balance at Date of Death $1,942.20 Accrued Interest to Date of Death $.32 Total Principal and Acx;rued Interest $1,942.52 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Awount Number/Sufix 331855-44 331855-48 Date Account Established 10/15/2008' 05!24/2010"' Princpal Balance at Date of Death $23,263.14 $30,393.92 Accrued Interest to Date of Death $22.03 $33.77 Total Princpal and Accrued Interest $23,285.17 $30,427.69 Name of Joint Owner None None `Rollover from certificate 331855-43 , originally established 06/11/2008. "Rollover from certificate 331855-45, originally established 02/19/2009 . E BERS 1sT1FnEDERAL C D UNION e le A. Kline Lending Insurance Support Specialist September 19, 2011 Estate of: MARY W. STONER Dats of Death: 04J25/2011 Social Security Number. 784-28-8282 5000 Louise Drive P.O. Bog 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org WA~CHOVIA Date Deposit Account Close Confirmation (Debit) WACHOVIA BANK Customer Name(s) and Address MARY W STONER Taxpayer ID Number 05/18/2011 3 WINDING HILL DR MECHANICSBURG PA 170550000 ACCOUNT NUMBER: Available Balance + Accrued Int : $0.01 -Fed WlHd Due : $0.00 - Admin Fee : $0.00 -Outstanding Db : $0.00 -Closing Fee : $0.00 1010231168357 $1,998.29 Paid To Customer : $1,998.30 S164286282 Wachovia Bank and Wachovia Bank of Delaware are divisions of Wells Fargo Bank, N.A., Member FDIC. sasses IR°"o~l CUSTOMER COPY . wA,cxovrA TIME DEPOSIT WITHDRAWAL CONFIRMATION Office Neme NE'CNT PA / 51LVER SPRING SQU PA Date 05/18/2011 CURRENT BALANCE : $20,000.00 + ACCRUED INTEREST : $1.64 Avail Int WD/PenFree: $1.64 - PENALTY AMOUNT : $0.00 -FEDERAL W/HD DUE : $0.00 -WITHDRAWAL FEE : $0.00 -OUTSTANDING PYMT : $0.00 PAID TO CUSTOMER : $20,001.64 WACHOVIA BANK sass WACHOVIA Opening Dale Customer Name(s), Address and Taxpayer ID Number MARY W STONER 3 WINDING HILL DR MECHANICSBURG PA 17055 SXXXXX6282 FULL REDEMPTION CD ACCOUNT NUMBER: 247402103711374 TIME DEPOSIT Aocoum Number Thkt Receipt Agkrµwvledgaa That The Deposhw NaaleC '~'~~''~~*#~e*1'";V~I D'o't** 3Bebw.Mas OepoaNed WRh Thle Bank.The Depositor Name And Address Term Imerest Payment Olapositbn Accoum to Crecit 7aapeyer lD Number NOT TRANSFERABLE Interest Rate per Annum Annual Percenlaye Yiakf tmerest Payment Frequency/Period PROD-TYPE: laeyea by '~41RBY02) X~ Wadavh Bank and Wachov{a Bank oP Dalavr~~e are .•• ..o~w rai yv nnn,c, rv.A X ~(~ ZO/I Dale Mmurky Oats PROMO CD: 'WACHOVIA Deposit Account Close Confirmation (Debit) WACHOVIA BANK Date Customer Name(s) and Address 05/18/2011 MARY W STONER 3 WINDING HILL DR MECHANICSBURG PA 170550000 ACCOUNT NUMBER: 3000187725399 Available Balance $1,494.15 + Accrued Int : $0.62 -Fed W/Hd Due : $0.00 - Admin Fee : $0.00 -Outstanding Db : $0.00 -Closing Fee : $0.00 Paid To Customer : $1,494.77 Taxpayer ID Number S164286282 Wachovia Bank and Wachovia Bank of Delaware are divisions of Wells Fargo Bank, N.A., Member FDIC. 66596 (Rev 01) ('.I I.CTf1AAFp r`nov "f 9Lhf2t229 :+55tt11~0095:~ ' ~~~b C1?~S~ ~ ~d~ ~ ~. e)ueA~~fsuuad ~i lgASbtlClWM3yyro?y14'll tlJd a'Ifig11Y~Y 3B 1pry AbY1 SLSOd3G ~~~~ ~~~~~~~~ j I ~U'1iW3a'tlpY tiOll~yy0~3~y~~~dCY Ayy yp 5N0181lw^tld _X3011~3f8R5li5pd34 ypd 03N3 ~~tll'JU3WY1p~yyy0ik~113X1:0 aN3L 1gi01 SW31I N3X10 ONr Slgafp ~' jv ~. /~+ ~ ~ •aasaoONa nia;saoaa ~ ! p yo ~y q 31Y4 4 SN03H0 S19N~11511;YNOLLIQ~ /~ I/~ a0i 3015 a3H103S11 i~';,7~a~~'~®~~~ 1 NIpO 1• ~J 9 1 ADN3atlf70 1811 HOglyq tl0 At'JHB 51103H01a1'1 0088128 1144 OBk~ AU A 1210(8) ODaaWr1.0.: pe003p«1- pa003083 CASHIER'S CHECK 6812601085 a c PAY TO THE ORDER OF ***ESTATE OF MARY W. STONER*** May 18, 2011 s C ***Thirty-~rve thousand four hundred seventy-nine dollars and 27 cents*** ** 9 $35 479 27** M2LLS FAR00 BANK, N.A. SN8 C%VtLL4LE PIKE '~CIiAMCSBURC3. PA 17050 'OR INOU8i1E3 CALL (g80138C-3122 -N68 i 260 i085~~' +: 1 2 1000 248+:486 L 509586)x' ' r V C VOID IF OVER U9 3 35,478 'i T / Y AUTHORIZED $ ~' Account Number Account Title Date Opened Account Tvne rruicipal t3alance as of DOD Interest from Last Posting to DOD Account Balance as of DOD YTD Interest to DOD 6100788644 MARY WSTONER 2/17/1990 X816.59 $ .03 816.62 $ .90 rrt~~~ ean~. Account Number 6222148496 Account Title Date ed MARY W STONER 7/12/2008 Account T e ~~~ Princi al Balance as of DOD $11881.69 Interest from Last Pos ' to DOD $ .16 Account Balance as of DOD $11881 85 YTD Interest to DOD . $5.29 t~c~ e~~k. Account Number 6140844304 Account Title MARY W STONER Date erred 10/31 /2001 Account T e Time D sits Princi al Balance as of DOD $14180.31 Interest from Last Postin to DOD $6 84 Account Balance as of DOD . $14187 15 YTD Interest to DOD . $37.54 fitfz~ns Bank- Account Number 6247764184 Account Title MARY W STONER Date ed 8/1/2005 Account T Time D sits Princi al Balance as of DOD $19444 08 Interest from Last Postin to DOD . $6.66 Account Balance as of DOD $19450 74 I''I`D Interest to DOD . $32.19 4 Z '' .. ~~ IUTARYlY~. MO!lLE8TATE eoaw~a ~wiaes 07/01/2011 ~ ~ Zfary Wet$e1 `8toner Estate Under n£-_ I $ 38,692.02 _--Thirty-Eight Thousand Six'Huadred Nicety-Two 02/10~~ 8 - w ~ A B~xtc ..: ~~ ~. Find Dietributioa ~~ _.A w11,4~~..r. 7r x:0.3 i~30~9945~: 245~345~ 2r 0 L 26 REV-1510 EX+ (OB-09) ~ Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF Mary W. Stoner FILE NUMBER 21-11-0571 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is ves ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE THE NAME OF THE TPANSFEREE, THEIR REUTIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATfAQI A COPY OF THE DEED FOR REAL ESTATE, DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION TAXABLE 1. WachovialWells Fargo IRA - CD #257020060308524, principal amount $45, 778.8 100°/D IE APPUtAeIE VALUE $45 778 E $45,540.92, accured interest $237.90 , . Beneficiaries: Dennis S. Stoner, 37 Konhaus Rd., Mechanicsburg, PA 17050 Penny M. Stoner, 117 East Keller Street, Mechanicsburg, PA 17055 Edward M. Stoner, 1423 Holly Pike, Carlisle, PA 17015 2• WachovialWells Fargo IRA - CD #257400081369305, principal amount $30,485.7 100% $30 485 7 $30,303.37, accured interest $182.39 , , Beneficiaries: Dennis S. Stoner, 37 Konhaus Rd., Mechanicsburg, PA 17050 Penny M. Stoner, 117 East Keller Street, Mechanicsburg, PA 17055 Edward M. Stoner, 1423 Holly Pike, Carlisle, PA 17015 3• WachovialWells Fargo IRA - CD #257020099412719, principal and accured $3,800. 100% $3 800 0 interest , . Beneficiaries: Dennis S. Stoner, 37 Konhaus Rd., Mechanicsburg, PA 17050 Penny M. Stoner, 117 East Keller Street, Mechanicsburg, PA 17055 Edward M. Stoner, 1423 Holly Pike, Carlisle, PA 17015 4, New York Life Annuity -Account #53056460, date of death value $10,557.4 100% $10 557 4; Beneficiary: Estate of Mary W. Stoner , . 5• Citizens Investment Services Account - Atxount #L7C-081680 $50,808.81 100% $50 808 81 Beneficiary: Estate of Mary W. Stoner , . TOTAL (Also enter on Line 7, Recapitulation) $ I 141,430.93 If more space Is needed, use additional sheets of paper of the same size. w 0 ~~ o~w-+2 j J J J J C J ~ ~ ...f ~ .1 J > J ~ ~ A O S $ c,~ w n o m-a3~y;m~~oo~`+ p,~ a Cn p,a in$ a 3 pal A 7 7 g A 7 7 00 "~ j ~ m Q~m~ m Qmm 7 "4 "~'~m 7 "~ ^'m $a~; 80~; m~~ m~~ m m a ~ w w 0 0 ~-.+wQ Q~ CII ~ W V ~ ~ V om~o O ~ O N g ~ ~ m S~ _~ ~ ~~ Y m n V V oo°o 0 J O W w~ 00 00 xx IV ~Vp 1~n O pO O O m Q ~ S O O O ~~I ~ ~s N ~ a V NI V O A ~ m Q am~~ MD N M W ~~ ~ ~ o~ m n~ c~ a W N ~ O1 ° Q ~ ~ O ~, m m m a m a m m ~. n O w m m ~ , g 3 w C OD n m 0 N 0 ° o 0 m ~ m y 2 0 ~ .~ m M _ 0 a ~ ~ a a ~. O o 0 a~' g~ ~~ ~j .a n C C ~ zz ~-~ cm ~O m ~ °.mv ~o ZO J ~~ v _v -o m m m w Car~sd~ted Statement 01 1000590177727 752 30 0 104 11,178 Y Q-Vlri 00002824 ._. i„~r~i,..iii.,~,1.~„~.rNi,r.,r.,,t„t,.,rti~,,,,,n,,,~~a PIAeY W S70NE(t 3 MI@IDIf4C HILL fNiiVE ps MECN7kNICSf3QRC 'PA IZ0555641 ~~ .f f ~~ ~ ~~~' Summary of Accounts Checking & Savings ~ Aoonunt number Aawtrnt _. Balance As of _ IMarest y 1000580177727 CROWN GLASSfC f3KG 3,788.50 -6NU8 rate date 257410906850469 IRA 0.00 6108 0:00% 8i31~18 --257020089412719 IRA 72 MONTHS 3,800.09 6/08... 2.23%, 1t/i&2014 257020060308524 IRA 72 #AONTHS 45,540.92 6/08 2:57 % 8J15J2014 257400061369305 IRA 56 MONTHS 30,303.37 6/08 2.96 % 2!28/2015 Toil i8:i;432c68 ~ se= L WACHOVIA BANK , CAMP MILL papa 1 of 4 -o O '~ 0 w w N O .-. ~+ wOw w°w °~t°'~°a ~~ -'1 = g w -{ -I -I r xi ww ww NN NN.~p rt ~ ~* ~; .. .. rn ~ O O O D V ~ r ,-+ ~+ I... o-.. i.+ f.. ~+ ~ry rr rem •r r•,r~~? m 3 ~ t9D 41 O ! ~ i~ Z ~ 2 v m ~~ OO1 ~G .~ A 9 A ~~ O v .r Z ~ Z W ~ d a O 01 n Z D Z N a0 CRP m O ~ i p~ y O~ .. ~ A n C vOi ~ i y O. S , G VI C ._. 3 v~ Z G rt ~ _ ~ i R _ a~ c w~~ N 3 m ~ n ~ n n . ~ fii w ~ ~ ~ w ~ >v ~ ° ~ ~ v o N -Ni p -i s ~~ ~ O ~ 01 0~ O a ~ j D p m O Z ? A ''' ~, .c m l ~' p Z m ~ vip vA;aOM Cin' "~ ~~ ~I H ~ H i o ~ p 3 o-<r ~ ~ ~ o-~i ~ ~ o--i a1 N Ui ~A/ Z 2 '... Q ~ ........ .... _. .. 3m 3 '3~.3< tin m i __ ......... vv v Z~ d ,, ~ a 3 0 n t~ a~~ ~ 2A 2 zp,2 1 ~ ~. ~ ~ I ~ rt ~ ~ ~ N '~ p .. ~ ( ~ ..+ < v < Z < m < ,.., ~ .~i '11 ~ < c i ~ e ~,~, ~ H 'Q y D ~ D D~ ~0 O K H ~ < A\ 0 a ~ G 0 ~j o x x x' x ~ n O. D a 3 O a ,'"~. ~ n o ~ D o M o o ~ 3 a° n z -I ~ :1 ~ ~ 7 ~ C y n n n cZi ~ ~ 3 ~ I ~ ~ n n n n v ~ e° ! ~ S r r r r ' ro '+ o v' p m ar w W n ~ ~_, m c i ° O N :fir. .. Iv I9 LO ... w n.~ a -, 3 ~ O W ~ II`w o c 3 ~ 3 i ae .x .x x x. H g 1° m i Co a ~, "Z ; r p I ~ v ani o d n ~ rn m ~ ~ ~ ~ s 'm ~ ~ ~o w ~' g ' n m = o. '* ago ~ +~~ ~ 3'.<`p y x "~ 0 g C~ o o° °o n '_ A~ t a c~ a S o r m j ~' c n rt ~ ~ s; ~ ~ a ~: v v ~ a' ~ A N ~~ fF iA iR vi 3 O N f+ I~ µ -_~~ Q N A A A 1 ~ ~'' 2 Z p'~ o V V OD m M EN::1! ~ ~ t9:_t UC1 (C!1 (Cj1 (Cj~ Ot'~ y D _!t n C ~ '~ d 0 ~ _i ~ a aoooaoo ~° N ~ booobbe c r o 0 o r [,; r ~+ 0 iii V a 3 m -~ 'C o O M REV-1511 EX+ (10-09) ' ~pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND 1NNERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary W Stoner 21-11-0571 Decedent's detrts must be reported on Scheduk I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: i' Malpeza Funeral Home $11,526.78 2. Grave Opening $900.00 s. Funeral Luncheon $120.00 B. ADMINISTRATIVE COSTS: i. Personal Representative Commissions: $0.00 Name(s) of Personal Representative(s) Decedent's children Street Address _ City _ ___ State ZIP Year(s) Commission Paid: z• Attorney Fees: $4,800.00 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address _ City - _ State ZIP Relationship of Claimant to Decedent 4• Probate Fees: $489.50 S• Attountant Fees: 6• lax Retum Preparer fees: ~• Filing Fee $15.00 8. Misc. Postage $16.44 9. Reserves to conclude Estate administration, including first and final accounting, final income tax and fidiciary returns $700.00 TOTAL (Also enter on Line 9 Recapitulation) I $ 18,567.72 If more space is needed, use additional sheets of paper of the same size. Malpezzi FuneYal Home 8 Market Plaza Way Mechanicsburg, PA 17055 www. (717)697-4696 eq FD Michael J. Malpezzi, Owner, FD Kvle May 13, 2011 Dennis S. Stoner 37 Konhaus Road Mechanicsburg, PA 17050 The Funeral Service for Mary W. Stoner We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES: Services of Funeral Director/Staff $4,625.00 FUNERAL HOME SERVICE CHARGES $4,625.00 SELECTED MERCHANDISE: Hardwood Casket $3,200.00 Corinthian Vault $2,350.00 Floral Cloth Register Package $150.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $10,325.00 AT TILE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES: Cemetery Equipment Certified Death Certificates Newspaper Notices -Patriot Newspaper Notices -Carlisle Newspaper Notices -Hanover Clergy Organist Flowers TOTAL CASH ADVANCES AND SPECIAL CHARGES SUB-TOTAL INITIAL PAYMENT /DISCOUNT /CREDITS TOTAL AMOUNT DUE ,, i. $170.00 $120.00 $257.87 $118.91 $85.00 $200.00 $100.00 $250.00 $1,301.78 $11,626.78 $0.00 $11,626.78 ~-`--~ ,~ RECEIPT_FOR_PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 STONER MARY W Receipt Date: 5/13/2011 Receipt Time: 10:09:09 Receipt No.: 1065602 Estate File No.: 2011-00571 Paid By Remarks: DENNIS S STONER DB -----"""----------- ----- Receipt Distribution ----- -_______ _______ ___ Fee/Tax Description Payment Amount Payee Name _ PETITION LTRS TEST WILL 410.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE JCS FEE 15.00 36.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN AUTOMATION FEE 23 50 5.00 BUREAU OF RECEIPTS CUMBERLAND & CNTR FUN M.D --------- COUNTY GENERAL FUN _ Check# 1204 489.50 Total Received......... 489.50 Rev-isiz Ex+ (iz-os~ ~' pennsytvarria ~EPARTNENT OP REVENUE INHERITANCE TAX RETURN R~IOarr oECmENr SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES i& LIENS CAIATE DF Mary W. Stoner FILE NUMBER 21-11-0571 Raport detrta Innlrrad by tlla deoedat prior to death that remained unpaid at the date of lath, indudiap unrahrrburad medical axpaaa. TEEM NUMBER DESCRrDTION VALUE AT DATE 1. Discover creditcard -final bill 2• Unified Water -final bill 3• Verizon -final bill 4• PPL-final bill 5. Shipley Oil 6• Pinnacle Health Medical Services -final bill ~• UpperAllen Township - final sewer bill 8• 2011/2012 School taxes 9• Misc. settlement chars associated with sale of 3 Winding Hill Drive, Mechanicsburg, PA, including hanefnr tax. nnharv frxm IsrlA aflacdlad xatllaMant shaEttl 10. Allied Waste Service -final biH TOTAL (Also enter on Line 10 Recapitulation) I # If more spas is needed, Insert additional sheets of the same size. $392.46 $64.21 $284.85 $164.33 $204.27 $160.38 $196.00 $317.34 $1,420.00 $44.82 3,248.66 REV-1513 EX+ (9.00) ' scN~ou~~ ~ COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary W. Stoner NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO Do Not Lfat Tn I 1 2 3 4 5. 8. 7. 8. 9. II TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sac. 9116 (a) (1.2)) Dennis S. Stoner, 37 Konhaus Rd, Mechanicsburg, PA 17050 Penny M. Stoner, 117 East Keller Street, Mechanicsburg, PA 17055 Edward M. Stoner, 1423 Holly Pike, Carlisle, PA 17015 Elias J. Stoner, 37 Konhaus Rd, Mechanicsburg, PA 17050 Nathaniel G. Stoner, 607 Green Aaes Street, Mechanicsburg, PA 17055 Samuel T Britt,117 East Keller Street, Mechanicsburg, PA 17055 Levi K. Britt, 117 East Keller Street, Mechanicsburg, PA 17055 Emily K. Stoner, 1423 Holly Pike, Carlisle, PA 17015 Jenna B. Stoner, 1423 Holly Pike, Carlisle, PA 17015 Son Daughter Son Grandson Grandson Grandson Grandson Granddaughter Granddaughter FILE NUMBER 21-11-0571 AMOUNT OR SHARE OF ESTATE 25% Rest, Residue of FctatP. 25% Rest, Residue of Estate 25% Rest, Residue of Estate 31/3% Rest, Residue of Estate 3 1/3% Rest, Residue of Estate 3 1/3% Rest, Residue of Estate 3 1/3% Rest, Residue of Estate 3 113% Rest, Residue of Estate 3 1/3% Rest, Residue of Estate 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 1. Trindle Spring Lutheran Church, 15 State Road, Mechanicsburg, PA 17050 5% Rest, Residue of Estate TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I S (If more apace s needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT of MARY W. STONER I, MARY W. STONER, of 3 Winding Hill Drive, Mechanicsburg, (Upper Allen Township}, Cumberland County, Pennsylvania., make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills -and Codicils heretofore made by me. FI, jRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SE. COQ,,: I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insun~nce policies thereon, as follows: (a) Fiye percent (5%) thereof unto TRINDLE SPRING LUTfIERAN CIii7RCH, oi' 15 State Road, Mechanicsburg, Pennsylvania., to be used for general church purposes; and (b) Twenty-five percent (25%) thereof unto my son, DENNIS S. STONER, of Mechanicsburg, Pennsylvania, provided that should DENNIS S. STONER predecease me, I give and bequeath his share unto NATHANIEL G, STONER and ELIAS J. STONER, share, and share alike; and (c) TwenTy-five percent (25%) thereof unto my daughter, PENNY ~ M. STONER, bf Billsburg, Pennsylvania, provided that should PENNY M. 3 STONER predecease me, I give and bequeath her share unto SAMUEL T. BRITT ~ and LEYI K. BRTI'T, share, and share alike; and } 4 (d) Twenty-five percent (25%) thereof unto my son, EDWARD M. STONER, of Carlisle, Pennsylvania, provided that should EDWARD M. STONER predecease me, I give and bequeath his share unto EMILY K. STONER and JENNA B. STONER, share, and share alike; and (e) Twenty percent (20%) thereof unto my grandchildren, NATHANIEL G. STONER, of Mechanicsburg, Pennsylvania, ELIAS J. STONER, of Mechanicsburg, Pennsylvania, EMILY K. STONER, of Carlisle, Pennsylvania, JENNA B. STONER, of Carlisle, Pennsylvania, SAM[TEL T. BRITI', of Dillsburg, Pennsylvania, and LEVI K. BRITT, of Dillsburg, Pennsylvania, share, and share alike. TH~IIt :Should ELIAS J. STONER and JENNA B. STONER not have attained the age of eighteen (18) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said child's education (including college, trade school or other similar training or education), support and welfare as my Trustee, in his sole discretion, deems advisable. My Trustee may make the payments for the support and maintenance of my grandchildren directly to said children or their Guardian, as required. Any payments made by my Trustee pursuant hereto shall be made without further responsibility to the said children, Guardian, or to any person taking care of my grandchildren. The Trustee, in exercising his discretionary authority with respect to the payment of income or principal of the within Trust to my grandchild or grandchildren, shall take into consideration any income or other resources available to my grandchild or grandctrildren from sources outside this Trust. In addition, my hereinafter named Trustee shall have the right, in his sole discretion, to purchase and pay for out of the z principal, as well as income, such insurance policies as will provide for the minor's medical care. Any income or principal not so applied shall be distributed to ELIAS J. STONER and JENNA B. STONER when he or she attains the age of eighteen (18) years. NTH: Should SAMUEL T. BRITT and LEVI K. BRITT not have attained the age of twenty-four (24) years at the time for distribution to him, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said child's education (including college, trade school or other similar training or education), support and welfare as my Trustee, in her sole discretion, deems advisable. My Trustee may make the payments for the support and maintenance of my grandchildren directly to said children or their Guardian, as required. Any payments made by my Trustee pursuant hereto shall be made without further responsibility to the said children, Guardian, or to any person taking care of my grandchildren. The Trustee, in e~:ercising her discretionary authority with respect to the payment of income or principal of the within Trust to my grandchild or grandchildren, shall take into consideration any income or other resources available to my grandchild or grandchildren from sources outside this Trust. In addition, my hereinafter named Trustee shall have the right, in her sole discretion, to purchase and pay for out of the principal, as well as income, such insurance policies as will provide for the minor's medical care: Any income or principal not so applied shall be distributed to SAMUEL T. BRI1T~and LEVI K. BRITT when they attain the age of twenty-four (24) years. ~' FIB: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following 3 powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, 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 (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D} To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. estate or inheritance tax laws. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and (G) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H} To borrow money from themselves or others in order to pay debts, taxes, or estaie or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. 4 ,~ (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan;) to the extent provided for by the plan or the law. SIXTH: I nominate and appoint DENNIS S. STONER and my daughter- in-law, SHERRY D. STONER, of Mechanicsburg, Pennsylvania, Trustees, of the above-described Trust for the benefit of ELIAS J. STONER I direct that my Trustees and their successor shall serve without bond and shall receive fair and reasonable compensation. S~: I nominate and appoint PENNY M. STONER, Trustee, of the above-described Trust for the benefit of SAMi1EL T. BRITT and LEVI K. BRITT. I direct that m~~ Trustee and her successor shall serve without bond and shall receive fair and reasonable compensation. EIGHTH: I nominate and appoint EDWARD M. STONER and my daughter-in-law, BECKY STONER, of Carlisle, Pennsylvania, Trustees, of the above- described Trust for the benefit of JENNA B. STONER. I direct that my Trustees and their successor shall serve without bond and shall receive fair and reasonable compensation. NIlV)E.TH: I nominate and appoint DENNIS S. STONER, PENNY M. STONER and EDWARD M. STONER, Co-Executors, of this, my Last Will and Testament. I direct that my Co-Executors or their successor shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS, WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ ~ day of August, 2008. -~~ (SEAL) MAR V. STONER 5 .., Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address /7 Name ~ ~~~ Addres ~. ( Name ~ 6 ~~ ~1,~