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Home My WebLink About03-1016Estate of RALPH E. STONER No. also known as To: PETITION FOR PROBATE and GRANT OF LETTERS , Deceased. Social Security No. 195-16-45'12 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut.or in the last will of the above decedent, dated NOVEMBER 10, 200:1 and codicil(s) dated NONE Register of Wills for the County of CUMBERLAND Commonwealth of Pennsylvania in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in CUMnERLAND County, Pennsylvania, with h is last family or principal residence at 210o Bent Creek Blvd. Mechanicsburih Cumberland Pennsylvania Silver Spring Township (list street, number and municipality) Decedent, then 78 years of age, died 1'1/22/03 at Holy Spirit Hospital, E. Pennsboro Township~ Cumberland Co, Pennsylvania 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 ajudicated incompetent: NONE Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 440~000.00 $ $ 0.00 WHE~I~FORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presente~l l~erewith and the grant of letters Testamenta~ thereon. I I ~/~ ~ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 1 .... 0 V 1~ ~',,_ 14 Stone Run Drive ~ /rl¥'~-~x.~ I? ~../1~-- ~ Mechanicsbur.q PA 17050 ~ ~/Samuel P. Stoner ~' O OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '~ ss COUNTY OF CO~nUEULANO The petitioner(s) abovemamed swear(s) or affix(s) that the statements in the foregoing petition are t~e and co~ect to the best of the knowledge and belief ofpetitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well a~ly administer t~ estate according to law. Swom to or affi~ed and subscribed ~ ~' ,9 '~ b~ore me this ¢ day of / ~' f' ~~ ' j~,~A//z ~ ~ ~:z' ~ Samuel P.Stoner Estate of RALPH E. STONER ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ' -'~--~'-~ ~-' ~ V' I0, ~L:~_~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 1'1110103 described therein be admitted to probate and filed of record as the last will of RALPN E. STONER and Letters TESTAMENTARY are hereby granted to SAMUEL P. STONER FEES Probate, Letters, Etc ......... Short Certificates ( ) ...... enunclauon ............ TOTAL Filed / ~g-~kW. l~,. of Wills/) ,~. ~/~(C~//'- ~. / Murrel R. Walters 24849 ATTORNEY (Sup. Ct. I.D. No.) 54 East Main Street Mechanicsbur9 PA 17055 ADDRESS 717-697-4650 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9650999 NOV 252002 Local Registrar No. Date ~3Rev 2~a7 COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH i~ EalphE. Stoner' [" male iGE~t'"~'~" I ~R?~ I ~R,~.~ ~%~. I ~C.~ I~.,C~*~: ~,. : hcember ~,~ t 78 - [ 1924 ~ Lemoyne, PA ~C~?usu*t~-~ I ~o~m.~,.~sm~ I~f[Y~"'" I ' ' ~c~o¢~'s~ I ~,~*~s~us-~ s~v~ ]*CTU~ ~7..~ gennsyivania ~ 2100 Bent Creek Blvd I.~.~ ~ - - ,t Heehaniesburg, PA 17050 [~) Cumberla-a ~' ~ ~.~ ,,. Paul G. Stoner ~.. Samuel P. Stoner r~l...i, ovember 25, 2003 IN~O~I&~NT'S Id41LIN~ ~43~[ SS (,~ee(. ¢-.~'/f~e~,"~al e, ~ C~) J~. 14 Stone Run Drive, Mechanicsbur~. PA 17055 1,,, Yorkto~e Crematory ia,, York, PA 17404 LICENSE NUMBER l"~. FD 013 340 L Jm~,'~OAOC)~E~OFF,~:~L,W Parthemore FH & CS, Inc. ,~.P.O. Hox 431. New Cumberland. PA 17070-0431 'MEDICAL EXAMINERJCORONER LAST WILL AND TESTAMENT BE IT REMEMBERED THAT I, RALPH E. STONER, a resident of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL AND TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am not married and that I have three sons, R. MICHAEL STONER, SAMUEL P. STONER and ANDREW J. STONER. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I give, devise and bequeath all my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my sons, R. MICHAEL STONER, SAMUEL P. STONER and ANDREW J. STONER, in equal shares, per stirpes. IX I nominate, constitute and appoint my son, SAMUEL P. STONER, as Executor of this LAST WILL, to serve without bond. If my son, SAMUEL P. STONER is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my son, ANDREW J. STONER, as Executor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, LAST WILL this / 3 day of RALPH E. STONER, have set my hand to this /~/¢¢ ¢' ,2003. RALPH E. STONER Signed, sealed, published and declared by the above-named RALPH E. STONER, as and for his Last Will and Testament, in the presence of us, wh ,pC~t his request and in his presence, and in the presence of each other, have h.e~unto subscribed our names as witnesses. ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA - COUNTY OF CUMBERLAND SS. I, RALPH E. STONER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it as my free and voluntary act for the purposes therein expressed. RALPH E. STONER Sworn or affirmed to and ackno_wl.~edged ~before me by RALPH E. STONER, Testator, this /i~_~E day of-~'~, 2003. Notary Public AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA · SS. COUNTY OF CUMBERLAND . the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his LAST WILL, that RALPH E. STONER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and si t of tt~; !e_s.ta,tor signed, t.~he W. ill as witnesses; and that tolhe best of our knc~'hle t °,d_~,f''~' -es~ator was at me ume 18 years of age or mor~, of sound mind a~.~nc~ no constraint or undue influence. Sworn or affirmed to and acknowledged before me this /O--~ day of ~'~~,.~._,, ,2003. Notary Public NOTARIAL SEAL DEBORAH L. RYAN, NOTARY PUBLIC CITY OF MECHANICSBURG. CUMBERLAND COUNTYI MY COMMISSION EXPIRES JUNE 11, 2006 RALPH E. STONER MURREL R. WALTERS, RI AT'IDRNEY AT LAW' 54 EAST MAIN STREET MECHANICSBURG, PENNSYLVANIA 17055 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: RALPH E. STONER Date of Death: November 22, 2003 Will No. Admin. No. 21-03-1016 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 10, 2003. Name Address Samuel P. Stoner 14 Stone Run Drive, Mechanicsburg, PA 17050 R. Michael Stoner 250-B Pin Oak Lane, Carlisle, PA 17013 Andrew J. Stoner 3665 East E1 Sendero Road, Cave Creek, AZ 853,,34/ Notice has now been given to all persons entitled thereto der NONE Date: December 10, 2003 Murrel R. Walters, III, Esquire 54 East Main Street Mechanicsburg, PA 17055 (717) 697-4650 Capacity: __ X Personal Representative __ _ Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - DEPT. 280601 , HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD O03572 WALTERS MURREL R Ill 54 E MAIN STREET MECHANICSBURG, PA 17O55 .... ~-.- fold ESTATE INFORMATION: SSN: 195-16-4512 FILE NUMBER: 2103-101 6 DECEDENT NAME: STONER RALPH E DATE OF PAYMENT: 02/18/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/22/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,000.00 TOTAL AMOUNT PAID: $18,000.00 REMARKS: RECEIVED SAMUEL P STONER IN C/O MURREL E WALTERS III SEAL CHECK#102 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OP~NDIVIDUAL TAXES DEPT280601 HARRISBURG, PA 17128 O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004765 WALTERS MURREL R III 54 E MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 195-16-4512 FILE NUMBER: 2103- 1016 DECEDENT NAME: DATE OF PAYMENT: STONER RALPH E 12/27/2004 POSTMARK DATE: 1 2/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/22/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $766.93 TOTAL AMOUNT PAID: $766.93 REMARKS: SEAL CHECK# 107 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128~601 i REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIN_ USE ONLY FILE NUMBER 2 I -0 3 I 0 6 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl SOCIAL SECURITY NUMBER I-- Z STONERr RALPHE. I 9 5 - I 6 - 4 5 I 2 U.I ~1 DATE Of DEATH (MM~DD-Yea~) DATE OF BIRTH (MM~DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE "' REGISTER OF WILLS t.) 11/22/2003 12/1111924 [U (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ,-, r~l. odginal Return [~]4. Limited Estate ~-]6. Decedent Died Testate (A~ach cc~y of Will) ~Jg. Litigation Proceeds Received [~]2. Supplemental Return [~4a, Future Intereat Compromise (alas of dea~ a~er 12-12-~2) [~]7. Decedent Maintained a Living Trust (Aitach copy of Trust) [~ 10. Spaosal Pover~ Credd (date of death bet~en 12-31-91 and 1-1-951 NAME MURREL R. WALTERS III, ESQUIRE FIRM NAME (If Applicable) TELEPHONE NUMBER ?'17-697..4650 COMPLETE MAILING ADDRESS 54 EAST MAIN STREET MECHAN Ir~ml_IRG [~3, Remainder Retum [~5. Federal Estate Tax Retum Required m 8. Total Number of Sate Deposit Boxes [] 11. Election to tax under Sec. 9113(A) PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Hold Corporation. Par~ership or Sole-Prepdetership (3) 4. Mortgages & Notes Reoeivable (Schedule D) (4) 5. Cash. Bank Deposits & Miscellaneous Personal Pmpa~y (5) (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Preparbj (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expanses & AdmleistmlJve Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deduclbns (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Chatltable and Governmental BequestsJSec 9113 Trusts for which an election to tax has not been mode (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) OFfiCiAl 0SE ONLY 456;295.52; (8) 456;295.52 13r732.40 5r520.29 (11) t9r252.69 (12) 437~042.83 (13) (14) 437,042.83 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transtera under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rata 18. Amount of Line 14 taxable at collateral rata 19. Tax Due X (15) 437~042.83 X .045 (16) 19r666.93 X .12 (17) X .15 (18) (19) t%666.93 Decedent's Complete Address: SEREET ADDRESS 2t00 BENT CREEK BLVD. CITY MECHANIG~BURG STATE PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount 18v000.00 900.00 3. Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. {SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 19;666.93 18;900.00 0.00 766.93 766.93 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a trensfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the prope~ transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propeAy 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. Under penatses ( schedules and statements, and to ~e best of my knowledge and belief, it is true, correct and complete. Decterafion of preparer has any knowledge, SIGNATURE ( DATE ADDRESS MURREL WALTERS III ESQ. 54 EAST MAIN STREET~ MECHANICSBURG PA 17050 DATE PA t 7055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 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% [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 for disclosure of assets and filing a tax ratum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S, §9116(a)(1,2)]. The tax rate imposed on the net value of transfers to or for the use of the decadent'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 P,S. §9116(a)(1.3)], A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER STONER. RALPH E. 21 03 1010 Include the proceeds of litigation and the date the pmsaeds were received by the estate. All property jointly-owned v,~th dgM of survivomhip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7 8 9 10 M&T BANK CHECKING ACCOUNT MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS AND INVESTMENT SAVINGS ACCOUNTS MEMBERS 1ST FEDERAL CREDIT UNION CERTIFICATE OF DEPOSIT · ARTAN NATIONAL BANK CERTIFICATE OF DEPOSIT [:OMMERCE BANK CERTIFICATE OF DEPOSIT FULTON BANK CHECKING ACCOUNT 2000 FORD RANGER SALE PRICE MERRILLLYNCH CMA ACCOUNT PRUDENTIALFINANCIAL FUND ACCOUNT HARTFORD CERTIFICATE 23,450.85 t6,1t2.43 t00,039.23 100,052.74 100,044.91 t8,376.56 6,000.00 32,082.93 7,078.58 53,057.29 TOTAL (Also enter on line 5, Recapitulation) (If mom space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER STONER. RALPH E. 21 0:~ 101(} Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemonal Representative (s) SAMUEL P. STONEH Social Secudty Numpar(s)/EIN Number of Pemoeal Representative(s) Sb'eetAddress 14 5TONE RUN DRIVE Ci~ MECHANICSBUHG State PA Year(s) Commission Paid: 2004 AtlomeyFees MURREL R. WALTERS III, ESQ, Family ExemplJon: (If docedent's address is not the same as claimant's, attach explanation) Claimant Zip 17050 Street Address c~y Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY Accountant's Fees ALWHITCOMB P.A. Tax Return Preparer's Fees State Zip TOTAL (Also enter on line 9, Recapitulation) $ 3,212.40 5,000,00 4,500.00 420.00 600.00 13~732 an (If mom space is needed, insert additional sheets of the same size) REV-1512 E~ + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS ESTATE OF FILE NUMBER STONER. RALPH E. :~1 03 1016 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 4,810.02 ROBC LIMITED PARTNERSHIP RESIDENTIAL CARE ~fEST SHORE EMS-ALS EMERGENCY MEDICAL SERVICE ALERT PHARMACY SERVICE, INC. MEDICATIONS 492.10 218.17 TOTAL (Also enter on line 10, Recapitulation) $ 5,520.'~G (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF STONEF NUMBER II. RALPH E. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [inctude ou'~ight spousal distributions, and transfers under Sec. 9116(a) (1.2)] SAMUEL P. STONER t4 STONE RUN DRIVE MECHANICSBURG, PA 17050 R. MICHAEL STONER 250-B PIN OAK LANE CARLISLE, PA 17013 ANDREW J. STONER 365 EAST EL EENDERO ROAD CAVE CREEK, A~ 85331 SON SON SON FILE NUMBER RELATIONSHIP TO DECEDENT tl3 113 113 Do Not List Trustee(s) AMOUNT ORSHARE 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 TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1541 EX AFP 112-D4) MURREL R WALTERS 54 E MAIN ST MECtr~ICSBURG I II ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 STONER 11-22-2003 21 03-1016 CUMBERLAND 101 RALPH E Allount Relli Ued PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUTALONG1HIS t~M ... RETAIN LOWER PORTION FOR YOUR RECORDS ..... Rl:V:I!W-.-AFP--~!6'!'r-Nin'-icE-oF-1NHER-ifAN-cE-TAX-APPRAfsEHEN'~--ALtoQANCE-OR----------------- ;:; C) DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF' STONER RALPH E FILE NO. 21 03-1016 ACN 101 DATE 03-07-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 456.295.52 .00 .00 (8) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 456.295.52 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern...ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 13.732.40 5.520.29 (11) (12) (13) (14) 19.252 69 437.042.83 .00 437.042.83 I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. AMOunt of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due T X C D T : NOTE: .00 437.042.83 .00 .00 X 00 = X 045 = X 12 = X 15 = (19)= .00 19.666.93 .00 .00 19.666.93 DATE 02-18-2004 12-27-2004 NUMBER CD003572 CD004765 + INTEREST/PEN PAID (-) 947.37 10.05- AMOUNT PAID 18.000.00 766.93 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 19.704.25 37.32CR .00 37.32CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTrON~ 1 BUREAU OF INDIVIIlUAL pr"'~j".TiT I1IHElUTANCE TAX DlvtSIc:II ' n.~~"" ,.. - ._',; PO lax 210601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J:NHERJ:TANCE TAX STATEMENT OF ACCOUNT 2005 r..,..... t.i. tl'C:~ ,1. ...J..J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLEF,;< 0,....,_., ,,'."~ '1',,'1"' " MURREL R ~Li('ERS UIESQ 54 E MAIN 'Sf MECHANICSBURG PA 17055 '*' REY-16D1 EX AFP (03-05) 04-04-2005 STONER 11-22-2003 21 03-1016 CUMBERLAND 101 _t _ltt... RALPH E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your 8Ccount, submit the uPPer portion of this fo~ with your tax ~~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ................................................................................................................ REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF STONER RALPH E FILE NO.21 03-1016 ACN 101 DATE 04-04-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. S~ BELOW IS A _RY OF THE PRINCIPAL TAX IlUE, APPLICATION OF ALL PAYHEHTS, THE CURRENT BALANCE, AH/l, IF API'l.ICABLE, A PIlD.JECTED INTEREST FIllUIlE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-07-2005 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE: 19,666.93 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-18-2004 CD003572 947.37 18,000.00 12-27-2004 CD004765 10.05- 766.93 03-21-2005 REFUND .00 37.32- , , TOTAL TAX CREDIT U,666.93 BALANCE OF TAX DUE .00 INTEREST AND PEN. . .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE , .00 . i SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL IlUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU /lAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 WALTERS MURREL RIll 54 E MAIN STREET MECHANICSBURGI PA 17055 RE: Estate of STONER RALPH E File Number: 2003-01016 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/22/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely I h~_~~ GLENDA FAP~ER STR~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge t-..~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: RALPH E. STONER Date of Death: 11/22/2003 Estate No.: 21-03-1016 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes _X_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete (date) 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No _X_ B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. in interest: Did the personal representative state an account informally to the parties Yes_X_ No D. Copies of receipts, releases, joinders and approvals of formal or. ormal accounts may be filed with the Clerk of the Orphans' Court may be attached to this report. ('~;; . " ; LrJ '. Datg:: ()ctob~ 18, 2005 . (~) " - I"L 11_ c> c::: U..J [,0 C) C) t.1 _J c:.: C) N I-- (..) o Lr::> C::> = c-..., MURREL ..WALTERS, III, ESQUIRE 54 East Main Street Mechanicsburg, PA 17055 717-697-4650 <:=5 Capacity: Personal Representative _X_ Counsel for Personal Representative I/J,.-,