HomeMy WebLinkAbout08-08-12FREY &TILEY
ATTORNEYS-AT-LAW
5 South Hanover Street
Carlisle, Pennsylvania 17013
ROBERT M. FREY
RETIRED
STEPHEN D. TILEY
stiley@freytiley. com
ROBERT G. FREY
rtrey(a~freytiley. com
August 7, 2012
Register of Wills
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Dennis W. Stone
File No. 21-11-1227
Dear Madam:
TELEPHONE (717) 243-5838
FACSIMILE (717) 243-6441
An inheritance tax return in the above referenced estate which I prepared
was recently filed directly by the Executrix. Because it was filed directly, 1 did not
have the opportunity to attach some of the supporting documentation for that
return. Therefore 1 am enclosing with this letter two (2) copies of financial
statements and I am requesting that you forward one (1) copy to the
Pennsylvania Department of Revenue.
I thank you for your assistance in this matter.
Sincerely yours,
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Robert G. Frey /~
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Comparative Holdings Investor
Dennis W Stone Bradley Gerlach COmbintW Account Portfolio
1642 Pine Road
Carlisle
PA 17015 Period: 0 1/0112 0 1 1-1 0/20/2 01 1
, Created: 12!062011
., PA
717-240-0603
Dennis WStone
Acct Name:CB&T CUST IRA DENNIS W STONE 1642 PINE RD CARLISLE PA 17015-9324
Acct No:00073376720 AcctType:CB&T IRA
Rep. No:11 855
AMERICAN FUNDS CAP INC
BUILDER B 5B.3fi 49.94 2,88424 fi0.66 48.04 2,948.17 D.94
AMERICAN FUNDS INV CO
OF AMER 8 88.57 28.05 2,484.38 8928 2fi.g5 2,381.35 -4.95
INTERMEDIATE BOND FUND
OF AMERICA-8 157.fi7 13.43 2,117.48 158.40 - 1358 2,164.88 223
Amount Total: $7,588.08 $7,474.21 -121%
Aeet Name:DENN15 W STONE 1642 PINE RD CARLISLE PA 17015-9324
Acct No:00073378827 AcetType:IndlViduel
Rep. No:11655
AF US GOVT SEC CL A 2,423.34
AMERICAN FUNDS CAP INC 5fi.54
BUILDER 8
AMERICAN FUNDS CAP INC 1,030.18
BVILORA
AMERICAN FUNDS INV CO 87.36
OF AMER B
INTERMEDIATE BOND FUND 87.80
OF AMERICA-B
INVESTMENT CO OF 1,886.85
AMERICA
ACmunl Total:
1393 33,757.13 2,461.80 14.56 36,81618 6,10
49.94 2,623.61 57.78 48.80 2,808,38 -0.54
49,91 61,418.33 1,058.41. 48.57 51,455.40 D.08
28.05 2,460.42 88.08 .. 26.45 2,329.11 -4.95
13.43 1,178.54 88.58. .. 13.58 1,202.70 2.22
28.16 46,628.74 1,87920 28.58 44,SBB.fi1 -4.35
$/38,252.7fi $138,211.48 -6.03%
InvestorTotal: $145,818.84 $145,685.70 -0.09%
Portfoilo Total: ;745,818.84 $145,885.70 -0.09%
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A Tradition of Excellence
July 11, 2012
Frey & Tiley Attorneys At Law
Robert G. Frey
5 South Hanover Street
Cazlisle, PA 17013
Fax: 243-6441
Re: Estate of Dennis W. Stone
Social Security Number 185-38-3170
Date of Death 10/20/2011
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT WAS A SOLE
PROPRIETOR AND HELD THE FOLLOWING ACCOUNT UNDER TAX ID # 43-2101201
WITH ORRSTOWN BANK:
CHECKING ACCOUNT
Account No.- 1061 ] 0377
Account Type- Free Business Checking
Date Opened- 9(16/2005
AccountRelationship (name/date)- ..Stoney.'s_CustomMeats,.Psimary_ /Dennis W..Stone, Sole.
Proprietor
Balance- $10,357.77
Accrued Interest- $0.00
Best Regazds,
Ji11 R. Worthin on
Deposit Processing Clerk
2695 Philadelphia Avenue • Chambeaburg, PA 17201