HomeMy WebLinkAbout06-21-13 1505611180
JREV-1500 �`��-"��° OFFlCIALUSEWlIY
PA DepaAmenl oi Revenue ���SN���,�E CouMy Coda Veer F{le Num6er
e�r«�ai�arva�oir�� INHERITANCETAXRETURN
��XZ�, �-I � 3 00 8
HpnNbury pq177T8-0801 RESIDENTDECEDENT
@NTER DECEDFNT INFOPoNATION BELOW
Social SecuAty Number Date of Death MMDDYYYY Dete oT Birth MMDDYYYY
01122013 01261937
DacedeM's Last Name Suffix DecedenPs Frat Neme MI
STONE CHARLOTTE F
(H MWioabb)Enar survivinp spous�•s InrornrHon BNow
Spouae's Last Name Sullix Spouse's First Nnme MI
Spousa's Sxial Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPPoATE BOXES BELOW �
� 1.Oripinel Retum Q 2.SuppbmeMal Retum Q 3.RemeitMer Relum(Dete M Deeth �
Prior to 12-13-02)
Q 4.Limiled Eatete Q 4a.FWure IrRareat Compromiae(dete of Q 5.Federal EsL1a Tac Rdum Required
d�th efler 12-12-82) .
� 8.Dacedent Died Teatate Q 7.Decade�rt MeintaMed a LNMg Tnnt 0 8.Todl Number of Safe Depodl Bozes
�nnew,copy a vwm Waaa,copy a rn,s��
Q 9.L'dipetion P�Received Q 10.Spousel PrneAy Credk(Date oi Death Q 11.Electim b Tu urMer Sec.9113(A)
BeN+een 1231�7 end 1-7A� (Atlaeh Schadule�
CORRESPp10ENT-TXISSECTIONWlBTBECOIPLETED.ALLCORRESPOlIOENCEANDCd1FI�NTU�LTAXINFORIMTIpISHWLDB! DTQ ^'
�
Name Daytime T Numb� m n .
W � � � o
ROBERT G . FREY 71724�Ba�&'r� Z � �
ne rwt i�uese o�re�
z � x o 0
oc� o � -n �i
FlntLineofAddress n � � � < '�-�
o C �, �.:: C')
: � o r- rn
5 S. HANOVER ST. -o � � N o
Second Line of Addreas a �7 � .
DATE FlLED
City or Post Offlce State ZIP Code
CARLISLE PA 17013
cornspond.nes•anr��ddnss: RFREYaFREYTILEY. COM
Under penallW d pe�Jury,I dedais tlmt 1 have arzemYied tlds rotum,i�ludiq a�m/Yp achedules arM slatemenh,aiW b tlre bset d my kmMedps a/M 6eNe(.
R is tlw cortect and wm .D�cWaEOn d dMr tlwn tha el remMalNe k bosed on a1 iiAormatbn d wh�h rer hw a k
I TU�pOFPERSONRESPON$IBLE^FO T;t IG�iI RE� � II��/I3
// 'S 1 �� I
�
ADDRESS
441 WOLF ' S BRIDGE ROAD CARLISLE PA 17013
SI REP O ER REPRESENTA7IVE DA7E�
� �b
ADDRESS
5 SOUTH HANOVER STR , CARLISLE, PA 17013
PLEASE USE OPoOINAL FORM ONLY
Side 1
� 150561118D 15�5611180 J �
�
� 1505611280
REV-1500 EX(FI)
DecedenPs Social Seeurity Number
o�.a�,r.rm�: CHARLOTTE F STONE
rtECn�ruunoN
�. Reai Esca�e�sd,eduk n�. . .. . .. . .. . .. . .. . .. . .. . . .. . . . . . .. . .. . .. . . �. N 0 N E
2. Stxks and Bonds(Seheduk B). .. .. .. . . . .. . .. .. . .. . . .. . .. .. .. . .. .. 2 N 0 N E
3. Clonely HeW Corpaation,Partnerehip or Sole-Proprietorship(Seheduk C). .. 3. N O N E
a. Mortga{�es and Motes ReceNable(seneau�e o). . . .. . . .. . . . . . .. . .. . .. . . a. N 0 N E
5. Cash,BaNc Deposits and NHscellaneous Personal Property(SchedWe E�.. .. 5. 127961. 0 0
6. �ar,uyownedaroParty(sctk.wwe � pseParacesimn9Reyueated. . . .. . . s. 158407.5U
7. Inter-Vlvos Transfers&Miacellaneous Non-Probete Property
(Schedu�e G) �saparate Bil�Ing Requeated.. . . . . . 7, 232439 .00
8 Total Gross Assets(tatal Lines t thra�h�. .. .. . .. .. .. . .. .. . .. .. . . . . e. 518 8 0 7. 5 0
9. Funeral E�maes and AdministraUve Costa(Schedule I-q. . . . . . . . . .. . .. . . 9. 7959.00
10. Debts of Deeederd, Nbrtgage Lfabilitles and Liens(Sehedule I). . . .. .. . .. . . 10. 726.U�
��. Tomioeduenons�caaiunessandio�.. . .. . . . .. .. . .. .. .. . .. . . . . . .. >>. 8685 .00
�z N�t Valu�of EstaE�(Line 8 minus Line 11).. . .. .. . . . .. .. ... .. .. . .. . . . 12. 51�12 2. 5 O
13. Charitable and GovemmeMal Bequestsl5ec 9113 Trutts for which
an electbn to tax has na been made(schedule J). .. .. .. . . . .. . .. .. ... ..13. 0.00
�a N�t VNu�SubNot to Taz(Une 12 minus Line 13). . . . . . .. . .. . . .. . . . . .. .14. 51 O 122.5 U
TAX CALCULATION•SHE IN8TRUC710NS FOR APPLICABLE RATES
15.Amourrt of Line 14 taxable at
� the spouml tau rote,or
trarrefera urWer Sec.9116
�a��i.z�x.o 0 277683 .50 �s. 0 . 00
16.AmourK of Line 14 ta�ble
atnrrea�ratex.o 45 232439 .00 �e. 10459.76
n.ano�,r�a urb�a
tamble ffi sibling rate X N#p n. 0 .0 0
18.Pmourrt of Line 14 ta�mble
at co��atera�rate x A N M 1 s. 0 .0 0
�s. TaxouE. .. .. . . . .. .. . . . .. . .. .. .. . .. .. . .. . . ... .. . . . . . .. . . . .. .. . . �e. 10459 . 76
20. FILL IN iHE BOX IF YOU ARE RECUE571N0 A REPUND OF AN OVERPAYMENT �
Side 2
� 1505611280 1505611280 J
REV-15oo Ex(Fq Page 3 Flk Number 199$4-1375
DecedenYs Complete Address: 2�-�a-ooea
DECEDENT'S NAME
CHARLOTTE F STONE
STREETADDRESS
441 WOLF'S 6RIDGE ROAD
GTY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 10459.76
2. GeditalPaymerds
A.Prlor PaymeMs
8. Diecourx
Total Credits(A+8) (� 0.00
3. Irrterest
(3)
4. if Line 2 fs grceter than Line 1 +U�3,eMa the di}Ference.This ie the OVERPAYMENT.
Fill in hox on Pp�2,Liro 20 to nqwst a rHund. (4) 0.00
5. If Line 1 +��3 is greater than Litre 2,enter the diiference.This is the TAX DUE. (5) 10459.76
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did deeedeM make a tiarrefer and: Yes No
a. retain tlx uee or Income of the property transferted....................................................................................... ❑ �
b. retain the rigM to designate who shall uee the pioperty transferred or its income.......................................... ❑ �
c. retain a reoeraiorery irtarest.......................................................................................................................... ❑ �
d. receive the pranise for Iife of either paymeMs,benetib or care?................................................................... ❑ �
2 If death occurted atter Dec. 12, 1982,did decedent transfer property witfdn one y�r of deaM
wdhout rocelving adequete caieideration9.......................................................................................................... ❑ �
3. Did decedeM own an"in tru�for w payaWe-upondeffih baNc aecount a security at his or her death7............ � �
4. Did decedent own an individual retirement axouM,annuRy or other non-probate property,whieh
cordains e benaflciary desipnffibn9.................................................................................................................... � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YE9,YOU hN3T COMPLETE SCHEOULE G AI�FILE IT AS PART OF THE RETURN.
Fw dates of Oeath on w aRer July t, 1984,and befora Jan. 1, 1985,tlx tax rate impoaed on tha net value of hansTers to a tor the use of the auMvirg
spowe is 3 percmt[72 P.S.§9118(a)(1.1)Q)1.
For datea of deeth on w atter Jan.1, 19�5,the tax rete impoaed on the net value of hansfera M w for the uae of the eurviving apouae is 0 perceM
[72 P.S.§9118(a)(1.1)(ii)�.The alatute does nd exempt a herrefer to a surviving spouae from tax,and Me statutory requiremerrta for diselosurc of
asaets and flling a tax retirn are atill applicable even if the s�rNving npouse is the only barreflciary.
Fw dates oi death on or aRer July 1,2000:
• The tax rate imposed on the net value of trensfers from a deceased child 21 yeare of age a younger at deffih to or fa the use of a natural parent,an
adoptive percrK or a st�perent of the chiid Is 0 petcer�t[72 P.S.§9116(a)(1.2)].
• The lax rate inposed an the rret value of Yansfers to ar fa the use of Ihe decedenCs lin�l beneficiaries is 4.5 percenf,eucept as no0ed in[/2 P.S.§9116(a)(1)�.
• The tau rete impoaed on tha net velue of transfers to or for the use of the decederR's siblings is 12 perceM(72 P.S.§9116(a)(1.3)�.A sibling is
de}Inad,under Section 9102,as an individual who has at Iwat one parerd in canmon with the decedeM,vfiethsr by blood or adoption.
REV-1508EX+(11•70) SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, 8 MISC.
OEPMTMINTOFREVENUE pERSONAL PROPERTY
INHB2ITANCETAX REfURN
RE9DBJTDECEDENT
ESTATE Of: FILE NUMBER:
Charlotte F Stone 21-13-0088
Include the proceeds of ildgffiIon erM the date the proceeds werc received by the estate.
NI prop�rtyjointlyown�d wkh ryht of survivonhip must h�disalos�d on Sah�dul�P.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 M8T Bankaccount9833854905 490
2 Distribution payable to decedent from account of Dennis Stone who predeceased the decedent
naming the decedent as the sole beneficiary 127,471
TOTAL(Also enter on line 5, Recapitulation) S 127,961
If more apace is reeded,use addHional aheds of peper of the same size.
REV-0SOB IX+(Ot-10)
pennsylvania SCHEDULE F
DEPMTMEM OF REVENUE
JOINTLY-OWNED PROPERTY
INHHtITANCE TN(RE7URN
RESIOENT DECmENT
ESTATE OF: FILE NUMBER:
Charlotte F Stone 21-13-0088
H an ass�t b�oam�joindyownW wkhln on�yur of th�d�wd�nYS dab of dMh,M mus!b�npoR�d on SoMdub O.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A Bruce R. Stone 441 Wolfs Bridge Road Spouse
Carlisle, PA 17013
B.
C.
JOINTLY OWNED PROPERTY:
LEfT62 O�TE DESCRIPTKKJOFPROPERN %OF DATEOFOEITH
ITEM FORJOIM MADE INQUDENAMEOFFINANCULINSTITUfIONAFDfl4NKACWUNfNUABEROR51MWi DATEOF0En7N DECEDENf' VALUEOF
NUn�ER TBaAN7 JaNf DENfIFNNGNUAEER.ATfACH�EEDFORJ01NiLYHBDREPLESTATE. VALUEOFASSET INTEftES7 OECmEM'SIN7ERESf
� A ��y�� Orrstown BankAcct. 106002367 12,002.00 50.00% 6,001.00
2 A y�y�� Orrstown Bank Acct. 743000037 3,643.00 50.00% 1,821.50
3. A ����y�2 Orrstown BankAcct.7430000735 g�,704.00 100.00% 81,704.00
4. A Sovereign BankAccount 1694008747 68,881.00 100.00% 68,881.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL(Aiso enter on Line 6, Recapitulation) = 158 407.50
If more space is needed,uae adtlklorel aheets of paper of the same size.
'��.,S,oEx'c�> SCHEDULE G
pennsylvania
D�ARTMENTOFREVBJUE INTER-VIVOS TRANSFERS &
INHHiRANLETN(RETURN MISC. NON-PROBATE PROPERTY
RESIDEM OECmINT
ESTAT@ OF FILE NUMBER
Chadotte F Stone 21-13-0088
This scheduk must bs canpldad end flbd N tM anawer to wry W queMions 1 Mmugh 1 m pape ihrae d Me REV-1500 ia ysa.
DESCRIPTION OF PROPERTY
ITEM MttU0ET1ENMAEOFTMETP/Nl6l@.TNORftHATIONSIMPTO0ECE0FNTN10 DATEOFDEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER TMEOATEOFTMNBfERATT�p1�COPlORTIEOffClORRFAIlST�TE. VALUEOFASSET INTEREST �"u""�°"' VALUE
1. IRA with Orrstown Financial Advisors 231,013 100.0096 0 231,013
IRA money market with Orrstown Financiai Advisors 1,426 100.00% 1,426
6 surviving children as listed on Schedule J were equal 0
beneficiaries. 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL Also enter on Line 7 Reca itulation S 232 439
If more space is needed, use additional sheets of paper of the same size.
R�.,S„ ���,�> SCHEDULE H
pennsytvania
OEPARTMINf OF REVENUE FUNERAL EXPENSES AND
INNH2ITANCETAXRETURN ADMINISTRATNE COSTS
RESIDENT OECmEMr
ESTATE OF FlLE NUMBER
Charlotte F Stone 21-13-0088
D�wdart's d�bls must M nportW on Soh�duN I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Penonel RapraaenmlNe Commiations:
Neme(s)M Pe�aonel RepreseMatNe(s)
Sttesl Addmen
Ciy Stete Z1P
YeaKs)Commiasion Paid:
2. AttomeyFeea: 7,500
3. FamNy Ezemption:(It deoedanYa edd�sm is nd ihe eame es clakneM's,altech azperretbnJ
Cleimeirt
s�re�naere�
c� smre na
Reiatlonshp of Clalma�t to Decedem
4. Probete Fees: 194
5. nxa,rRam Feaa:
8. Taz Retum Prepe'er Feea:
7. Advertising in the Sentinel and the Cumberland Law Joumal 265
TOTAL(Also enter on Line 9, Reca itulation S 7 959
H morc spa�is naeded,usa adtliGonal sheeta of pnper of the eame size.
REV-1512IX+(12-OB)
pennsylvania SCHEDULE I
OEPMTMINf OF REVENUE DEBTS OF DECEDENT�
INHERITANCE TAX RETURN
RESIDENTDECEDENT MORTGAGE LIABILITIES 8 LIENS
ESTATE OF FILE NUMBER
Charlotte F Stone 21-13-0088
Rsport dsbb Mow�ed by ths dseadeM p�iw b dealh Mat nmNnad unprd d tM daM of dwM,Inelwdnp unMmbus�d m�dlal apan�a.
ITEM VALUE AT DATE
NUMBER DESCRIP710N OFDEATH
1.
Alert Pharmacy 221
2. Final water and sewer bili owed for Shippensburg Property sold 505
TOTAL(Aleo eMer on Line 10, RecapttWetbn) S 726
H nare apece k needed,insert addkbnd ahests o!the aams aizs.
REV4513 EX+(p1.70)
pennsytvania SCHEDULE J
DEPARTMEM OF REVBJUE
INHH2ITANCE TN(REfURN BENEFICIARIES
RESYDEM O�mINf
ESTATE OP: FILE NUMBHR
Charlotte F Stone 21-13-0088
RB.ATIINJSHIPTODECmENT AMWNTORSMARE
NIMABER NqME AND ADDRESS OF PERSON(5)RECEMNCi PROPERTY Do Not Lit[Truahqs) OF ESTATE
I TA%ABLE DISlRI8UT10NS�ndude oul�ight apoueal d'wt�ibNiona and trernfe�s under
Sec.91i8(e)(1.2).�
BNCB St00@
�� 441 Wolfs Bridge Road, Carlisle, PA 17013 spouse 100%of remainder
Lester L. Stone
Z 1891 North Oak Lane, State Coilege, PA 16803 son 1/6 of IRA
Tammy F. Duncan
3 1620 Pine Road, Carlisle, PA 17013 daughter 1B of IRA
Sherrie L. Campbell
4 106 JeHerson Street, Mt. Union, PA 17066 daughter 1B of IRA
5,Angela J. Book
24 E. Countryside Dr., Boiling Springs, PA 17007 daughter 1/6 of IRA
6 Debbie R. Ulsh
1622 Pine Road, Carlisle, PA 17013 daughter 1/6 of IRA
Joy E. Nargi
7 14 Monroe St., Branford, CT 06045 daughter 1/6 of IRA
ENTER DOLLAR AMOUNTS FOR DISTRIBUTONS SFiOYVM ABOVE ON LINES 75 THROUGH 78 OF REV-1500 CWER SHEET,AS APPROPRVITE.
11 NON-TAXIIBLE DISTRIDUTIONS
A. SPOUSAL qSTPoBU710NS UN�R SECTION 9173 FOR WHICH AN ELECTON TO TAX IS NOT TAKEN:
1.
B. CNAPoTABLE AND GOVERt�MAENTAL DISTRIBUTIONS:
1.
TOTAL Of PART II-ENTER TOTAL NON-TA%ABLE DISTRIBUTIONS ON LINE 13 OF REV-7500 CAVER SHEET. j
0.00
H rtqre spacs is needed,use addXional eheek of paper d the wme s¢e.
O 1Vt�TBank
499 Mitchell Road,Millsboro,DE 19966 Adjustment Services
Phone 888-502-4349
F ar (302)934-2955
January 31,2013
Frey & Tiley
Attorney at Law
5 South Hanover Street
Carlisle,PA 17013
Re: Estate of Charlotte F. Stone
Social Securiry:
Date of Death: January 12,2013
Deaz Sir or Madam:
Per your inquiry on January 28,2013,please be advised that at the time of death,the above-named decedent had
on deposit with this bank the following:
1. TypeofAccount Checki�Account
AccountNumber 9833854905 •
Ownership(Names o� Charlotte F.Stone
Opening Date 06/01/2005
Ba[ance on Date ofDeath $489.95
Accruedlnterest $ .00
Total $489.95
For any addidoaal ieformatloo on the ebove occound,including owoe�hip eod any changee,cloeures andlor reimburxmeni ottuods,
qwe nll ehe F�gh strcet Gdiek at 719-240d536.
We were uoeble to locah any ev@ depoeit boa for t6e above-men800ed decedent.
This ktter doea not indude�oy aceounb io wdch t6t dua.xd mry Wve heen lia�.d�s Power M Atlornty,Cueloddo M Uoifam Tnnskrs,
Reprcxnhfive Payee,ar Tmstee uoder a Wridm Agreement
Sincerely,
Valarie Mercer
Adjustment Services
� O � 1�,5<u E
Holdingc by Investor
&adley Gerlach CanMne�!Account Portfolb
1 ne oad Dete: Ot/12/2013 f._.
CarNde,PA 77015 427 Yllage Drive Created:OBI77/2013
CeAlsle,PA 17015
717-240-0803
Est Dennis W Stone
A�!Nems:TMMAY FAYE�UNCMLEXEC EST OF DENNIS W STONE 1820 PINE RD CARLISLE PA 17015-9324
AcU No:00088490488 Aat�ypr.AdrtNNEzx/PerslReP
R�p.No:11855
��.� ,-�...� :-.�„. . �_S� ' ��._.g`�
ArYd.U���� � �..". . • :;�a.'4�'�..St. . .AY�T.xI{.�s« i^ .. .r.. . > ' xi
AFUSOOVr3ECCLA AMUSX DOI�ST7CFlXED APIEPoCIW 1,808.55 . 14.17 27,W4.15
� INCOME FUNDB � �
� AMBtIC/WFUNDSCAPINCBUILDR CAIBX � EQU(TY AMEPoCAN. - � -;�981.70 . �� . 53.82 52.838.75
A � FUNDS . . .
INTERMEDIQE BOND FUND OF AM AIBAX � DOME817C FIXED MIERICAN ' 9029 .� 1374 . 1,240.84
INCOME FUNDB .
INVESTMENT CO OF AMERICA � AIVSX U3 3TOCK3 AMERICAN 1�,492.38 . 31.19 � 46,34727
FUNDS
. Axw�rt TodL•. . . . ..5127.470.82
M�sOOrTdaL• 5727,{70.6Z
InmmpNlsMP��w,ilciRasrnw�YMO��^WW� PsW 7ot2
Hokile�os by Inv�tor
Est Dauds W Stone &adby Oerlach Comhined AcowM Wrtklb
1820 Pine Roed . Da�a: O1H7/2013
Carlisle.R417015 427 VlNepe D� Croeted:DB/17/2Q73
Cerl�le,PA 17015
777-240-0803
Dladosure:
RedaOS�ad RprawnYM�dand�wwNw dYnd�YMOqph CM�n Ad��A�or�N�Ipwrb�LLC,mw�'�SIPC..b ratal�M�dwIC�dWa AdM�w
NsF�arb ILQNMw���s�,w W:Qfl1iR013:u+Nn�alwwM rioMMO.YNI b�NYSiM fqNa�b W�M�d0.how�w,9N M�4auR�
W Ihs Yibrmatlan k not p�arrNNd,r p Y�sompAWon d i�tlon tan wAOw Mrnd�l roua�(�fud�,�net P�D�.
mr�paWeM bmkaa,atc.). In tla evs�R dm�Y�P�Y.��s vak�lon Me1�ptewq.
Parbnnnosd,Mq�qYdtapnN�Ma��D�MpMk�srqdOnnp{� nN1#s.T1�sb�wYx�MtsWm��nA��P�Ofanima�Yrwrt
wIn m,dW..o tli.e a,YMpeh awo.whw�ne.sm.d rny e.wint�ii�or�'ii�w�iru6A0Yr ooiR..t'�e v�ue.rop«.rAea M eYr repore
may not�ellxt Ms hw alpinN cat d IM cW�ntk INIW h�dnsnt.
For fee-basetl a�aNY•tlie 60�meY or�nY not rellacl ths tl�d�4n d Yxs�9nN�l ativbarY fw. If IM hwNnw�f r beN�p mrrpad
IhraqhelM-baaed�xoouMap�ansnl,tlNrelurnsm�ybatadumld���l10M�ti�4�dN�OrYlNa R�#NbY�'AWNa9F0nnAOV,�Put
II.
l'hB MlfOflllftbl�C�YIb Y�Vl��i!lpWb IB COtleChd flam 001lCBt bMlMd�b M PN�61l. FION9Yaf.YW ll�Oldd BNYI�NlBhl a1 Y�M1��B
recohwd dkaeYll fmm Modud ap�wn• KYW hne an119��D Y�roP�.P��Y��•
The touloa dNe br Ne blpMiq eccovib wn poWdsd DY D8T FAN Msll:
00086440468
.—__..__----
Pp�2a(2
Rsport Padcage 3
1?/14/201 t—O6/14/2013
Combiaed AccouM Portfolio
Prepared For
Est Dennie W Stone
1620 Pine Road
Carlisle,PA 17015
Prepared 8y
sradley Cerlach
427 Villege Drive
Carlisle,PA 17015
RepoR Padcaye 3
Eat Donnb W Stone Bre�key Gerlech Cort�bk�ed Aowunt PoAbNo
1820 Pone Road . Creeled:06/172019
CarAale,PA 17015 427 Vdape Drlve
Cartlek.Pl4 1701b
717-240-0803
Tabis of ConHnb
PortFoNo Summary........................... 1
Hd�rpa by Irlv�tOr......................... 2
ComparatMe H�linps by Imreator.... ......... 3
Asset Aib�tlon-Aset Type................. 4
Portfdto Vsh�e and Bsnchmerk................ 5
Tra�sacdona by Nrvestor...................... 6
Portfollo 3ne�hot(pie)...................... 10
Dfecbeure.................................. 11
----- �
u,mmq.b na�Mb�Mniout.00unp�nriv�aW�
Report Package 3
Eat Dennis W Stone Bndley Gerlach Combined Aaount Portblb
1820 PMa Road Porbtl: 12h4/2011-08/14f2013
Carlisle,PA 17015 427 Vitla�Drive Created:OB/172013
Cerlis�,PA 17015
717-240-0803
Portfollo Summary
� . . � _. . .._i. � .�, �.
s.cw.,�v.w. o.00
�coomwnoo �o�,ws.e�
f�np�In Vilw � .� � � . . . � . . .. . .. Zt,207.T!
Endpq Valua . � . . . � . . � �1SA,75t61
krvrfnrntWWm � � � - . . � � 1�.10X�
Inmrtphd N PmM�t�E wltlqu[a0Ca11D�9 Eh�ul�P�OS+ PW�1 d 12
Raport Pad�Qe 3
Est Derpds W Stone Brsdley Ganc�h CombinxJ ACOOUnt PbrMoYo
1820 Pine Roed Psrbd: 06114l1013
Ceriale.A417015 427 VlUegs Drive Cromte�k OB/17/2013
Carpele,P!A 17015
717-240-0803
Hoidinps by im►estor
�.e o.n�s w sm�.
Haa!NqM:TAMMY FAYE DUNCANIEJ(EC EST OF DENNI3 W STONE 1820 PINE RD CARLISLE PA 17015-9:i24
Aed No�0088490488 Acct lypcAdmlNE�e�ReD
R�p.No:11855
AF U9 OOVT 9EC CL A . ��AMUEX P17(� AM6lPCAN �. 1�914.70 � 73.98 2Q787.58
IRNIDQ
AAMIERfCAN FUNDS CAP INC BUILDR �CAIBX EQU17Y ..�AM9i� -� 890.40 55.38 � �. 54�808.57
INTERMEDIATE BOND FUND OF AM��.AIBAX �:DOME8TIC FIXED �AI�RICAN �� . W:82 13�.58 �� 1,23327
� . . .� INCdME �fl1ND8 . �
INVESTMENTCOOFAMERICA AIV9X���.....U33TOCK3 �� AMERICAN �. � �1,504A6 34:10 ��.�51,30921 �
. � � PUND8 � � � � �
� ..AecountTdaN ���. . . .. � 5134.152.81
MwrtorTohl: 3184,762E1
u,m�iar no�ua vau�u�.o�q.m��a a�e aeoea wp�s a�2
Report Padcage 3
Eat Dennia W S�ne Bradley Gatlach Combined Aecount PortbBo
1820 Plna Road . Period: 12/14/2011-DB/14/2013
Cartlab,R4170t5 427 Vlllape DrNe Created:08N7/2013
CmNele,R4 17075
717-240-0803
Comparativa Holdings by Irnrestor
Est Dennis W Stone
Acct Nams:TAMMY FAYE DUNCANIE)CEC EST OF DENNIS W STONE 1820 PtNE RD CARL�3LE PA 17015-9324
Acct No:00088490488 Aect7�rp�:AdmiNE�JPersIRaP
R�p.No:11855
�. . . .. . . ._ . �.
Ss:.� ��� ��t�wce:.���.�"� . .
� .� t
AF US OOVT SEC d.A .. .. . . .. . . ...0.00�. . � 0.00 1�Y14.70 .. 77.88 .�� 28�787.5! 1.02
AMERICAN FUNDS CAP INC . �: 0.00 � 0.00 WA WA .. -5.48�:
BU�DER B � . . . .. .. .
AMERIClW.FUNDSCAPINC � � �0.00 � . 0.00 . �880.40 -�E5.38 ��. 54�818.57 .. .14.40�
BUILDR A � . � � . . .
AMERICAN FUND3INV CO . ;-0.00 : � . � 0.00 . WA . . WA � � .: ��70.SB'
OF AMER B . � � � . .. .
INTERMEDIATEBONDFUND � .�WA . � WA � .�90.82 13.58 ��1,233.27 �. 0.97'
OFAM
HJTERMEDIATEBONDWND � .0.00 . � 0.00 .� WA WA � � .0.87°
OFAMERICA-B . . .. , � .. . . ..
MVESTMENTCOOF . �0.00 � � 0.00 ����1.504.48 � �34.10 � 51,30321 �� . . :�.Y2.97
AMERICA .. .. . . .. . . . . . .
Atsan�TWal: . .. . . � 50.00 5734,152.81 14.13%
ImwlwTohl: f0.00 t134,1S4.N 74.13%
PalfdbTopl: i0.00 5194,757.67 74.1�7G
�M����n� Psps9d12
Rapat Pscks�►3
Est Demb W Srone Br�dley Gerlaeh Con�bkad Aawunt PortbNo
1820 Pk�o Rosd � Period: a8/10/2013
Cahkle.A417015 427 Wlags Drive Croaled:08/17IZ013
CeAlele,Pq 17015
717-240-0803
Assat Allocallon —Asset Type
t�%=S�3a,i52 �
-�10Ft�'POG4ClNX�R� � 2*�'Bf);93 � 20A
Ecum sa.e�e.s� ao.e
� �iiOCKS .. ��. 61,80827 382
Tofal: 51�4.fS2.67 100.@%
m�wnp�.e.nw.�.d wnwk+cama�M�v�+�o�a.e r.a s ot�2
Report Padcage 3
Eet Dennla W Stone Bradley Gerlach Combined Account Portlolb
1820 Pine Road . Poriod: 12h4@011-0&14/2013
Carlide,PA 17015 427 Viqape Drive Creeted:OB✓77/2013
Carlisle,PA 17015
717-240-0803
Portfolio Value and Banchmark
Portfolio and Benchmark
SebCOetl Plrbd:1?114R011-08/14/2013
PortfWio Valua(tlfousands)
f171.72
161.2T . ! ' �'' �'�',. .: . '1 ���M�wk1 11l0.'A
i {_ _
��..� ���: �1nUdk Mri.74
738Jt .__.._. . _.. .. ........... _. .__ !._.._" "'_ ..____ ' .__......."
11D.37 . . . . .. . :' I . . . �MmlworM 2 111l.7M
107.Y2 �
c.e u»• w,�� o���a m.n �,�s a�u w.�a ��v
e.w.rtrk t oow x�w u.s.raw aooe t�cw Md..l�o.a+rl
e.,m+��rx:: eab.q u.a.r�.o.i.w�a
PortFollo Performance
�-���;"'� .-
z�
�$ ���� �
����:. r �
7T/1M2011-1?1312011•��� � 141�SSE:E4 �. 137.944.10 ::��2C2 _;9.92�� � .:-7.30. ��. 022 . 2.10
o�ro�nots-a��nmz �4e.m.�e 0.48 ' 5.80 ' $35 -E.55 0.30 5.60
OM072072-08130@012 . � 149,442.01 0.00��� -0.?2 ' �.. -3:80� 3.38�.�--. . �.�208��- .�--228
071012012-00lAW2012 ��� 124,727,85 � -30,000.00 3.?t �� :� �S47 -1�.53 �.'�. �1J0 � 221
10/W2012-12/31/2012 - � '126.177.37 . . 0.00 .0.76�.... .-0.40. 7.17 ���� ..�OZ2.� . .�.0.55
01N12073-03/37/2013 " � � � 132,058.05 �� 0.00 . .5.50� �� . �� 10.52 �6.03 . ��`-0A3 �� �- 6.82
WN12013-0&1M20/3' .. �.13{,192.87 . 0.00 � . . 1.68�. ���.�'9.48 �'1.88�. ��:-0.88 2M�
1?l1112017-OM11R017 �1�4,132l7 3707.W4.tB 14.19% ]25{%. .. -6.42% �207% 17.53%
Inc�l�l�If pnwMW wMhaR�¢arYM�Y�OW� Pps 6 d 72
Report Packapa 3
Est D�nia W Sbne Bradley GeAach Combined Acoount PorttoYo
1820 Wne Road . Pariod: 72MM1011-0&142073
Car11Ns.PA 1701 S 427 VlNape DrFe Creffied:06/17I2013
Carflsla,PA 17015
717-240-0803
Transa;tlo�s by Inv�stor
Est Dennls W Stone
Acct Nama:TAMMY FAYE DUNCAN/EXEC EST OF DENNI3 W BTONE 1920 PIPIE RD CARLISLE PA 17015-9324
Aect No:00088490488 Acd lypr.A�sP
Rrp.Mo:17865
oen3rlo�s INVES�cooFn�wcn �w.r�i e.�z �.zs 2a.n
05I2B@013 AFUSGCN7SECd.A � ONid�d -RWrv�et: � . . ��:1.3! � 13.98 �. . . . 18.80
C4Y�titlane ' ..
OS/2Bf2013� NJiERMEDIATE BOND FUND OF AM � DNqwq -R�YrvMt .�0.11 � �� 13.55 � . � 1.48
.. dYYbubns � .. � .
04@d2013�. AFUSOOVT3ECCLA . .� . � � Oh�l �-,R�YwMt . .. ..'7.72 � � 1420 � . . ..�� 13.88:
64128l2073� WTFRAEWATEBONDFUN�OFAM �RNmrasf . . . . �.-0.09 �� ]374 . � . 125
03@82073 .AF US GOVT 3EC CL A � DIvWNd 'RNmiaet ...1.74 � -14.15 . . . ,i8.14
�YMNRN
�13 �.041/R�P�lWD(7F�AM .,.. OhWYt•.R�kwrt b,1P ���13.77 �1.M�
��YM "
0971SR019��AI�tlGNRtJWBG!'��lH�.ORA -.�,��RMeMR �;&70 ...�34.70 476.12�
03M32Dt3 INVE37MENT CA OF AMERICA . DlWduid 'WNrvwt�... ..� � :6.00 � � ����32.35 � �. . �� 194.01.
. � � dMWbutlons � - �� � � � � �
04l28/1D13 .AF US GONi 8EC CL A � G6AdrM 'RN'�vert -` . . � 1.14 � .. 14.16 1&18.:
dhMb+tlon� � � �
072Bf2013 � INTERMEDIATE BOND FUND OF AM. - DNld�nd -Relnveet .�� ���:0.11 �13.70 �� � � . 7.48
. tll�EUtlans . . . ' . . . ..
01/2BI2Di3 AF US GOVT SEC CL A .. � DMI nW -Rd�rveet : . � . . � t M � � �-14.N � . - . 7a.B4
e
OU282013: INTERMEDIATE BOND FUND OF AM � . . p�ind -»RWrv�I � . . .0.17 . �13J4 : . . 1.47
i?/27@D'12 11F US(iOVi SEC CL A . .� � SI�C�.1.�Ok� 25.80 ��1421 � �. � 386.82
wunw0 s
17J27f2072 AFU9GOYTSECCLA : � � �aIGM11Ydn ���20.17 � .��14.21 � �� 288.80
dNffNlfoGU . . � . .
74727f2012��.AF US 60VT SEC d.A �.. . . . . DMrlend -Raimas! � ��� 1.55 �. 1421 �� �� TL.Ot
� .. dh6lxilam . � . .. . . . . ..
7YS72012 INTERMEDIATEBONDFUNOOFAM . ..� O�d -sRelrnst :0.17 �.� 13.77 � '1.46
12I21I2012 INVE8TT�FNTCOOFAMERICA � . Lo�4rm�1 iin ..� . . .���2023 ��-3020 811.61
1?/21@012� INVESTMENTCOOFAMERICA � �pRekrva�l �� 9.8� � . 302a �...291.?A
1T/21/2012 INVES7}AENTCOOFAMERICA . . .. �.WY�wrt .�827 ��� 30.20 ���.188.31
7?/20@012 AMERICAN FUND6 CAP�!C BUILDR A DlWdand -WYna�t. . . . 8.85 53.06. � . . . . 489.40
. . dM46W0o� . . . . .
iZllOf2012 ��AMERICAN RJNDS CAP MIC BUILDR A �Ratrvaat . �.5.02 ..��.51.08 .. �2fi8.18
lowmplsta N Pru�Ntl wllwut�uuamPrM�Y aleakiwn YsWs Pp�B ot 12
R�ort Pe�e9e s
Est �ermis W Stone Bradley C,erlach Combhred Acoount PoAfolio
1820 Pins Roed Period: 1?114/2011-OBH4/2013
Car11Me.Pp 17015 427 VlNege Drive CroeAed:OB/17/2013
Carlisb,P1417015
717-240-0803
cw:>wae
11/29r2012 AFU800JTSECCLA. � Dlvld�nd -RNnvpt � � �:.:�1.80� .. . 74.� . . 23.30
. tlM4lEUtlons �� . � �
112BI2012 MfTERMEDIATE BOND FUND OF AM ` . ��RaNnlyt � ��.-0.13 ��� 13.78 �� . 1J5
70/282012 AfU3CaOViSECCLA � DNM�nd -RakiWtt � . 7.3� �. 14.58 � � 18.58
. � diatrlbAlan� � . � . � .
10/2Bl2012 MITERMEpIAT'E BpND FUND OF AM Dlvid�rd -Rekrvsst � � . .�.0.10 � 19.84 �.: � 1.37
. . dbtrlbutlons ,. . . . .. . . .
OB@8�2012 AF US GONT SEC CL A �D� iRMme6t � . . '..1.52 .�. . 14.83 � ' 22.18
09128f2f172. INTERMED44TE BOND FUND OF AM ONWMM -RNnvesl '�.0.12 �. �13.82 1�:70
ditdibutlona � � .
� OW2�I2012� AMERICAN FUNDS CAP INC BUILDRA � DNWMd -Ralif�wst B.M �..���53.38 465.17
� �� dietributlom
OW14f2012- INVESTMENT CA OF qMERICA DNqend 'Reirnast .8.03 ��� 3/28 . .�188.52
� db0lbutlone � � , �
OBf2fl2012 AF US GOVT SEC CL A � �IvWend -Relmeat . �� .:-1.82 �:� 14.58 . 22.11
. d16MbuXOM � � �
08R82012 � MITERMEDIATE BOND FUNO OF AM ��DNld�nd -R�irnest . ��b.13 ..�� 13.75 .� � � 1.78
. �dlehibutlons
07/272012 . AFUSGOVTSECCIA . .�..�D�Rekrvesl � �1.48 . � 14.61 .. . .� 21.84
07f27/2012 � INTERMEDUITE 80ND FUN��OF AM ��� DNqsrq -Reirrve6t 0.13 .� 13.73 � 1.T3
� �tlishibutlone ; �!. . . � .
WIO&Z012 AP US GOVT3EC CLA� � . � Dted Radsmqion 885.10 ::14.59 .70.000.00
07Po612012 � AMERICAN FUNDS CAp INC BUILDR A Dtecl Redemplbn � . .� ���� 19527 �� 51.21 -���10.000.00
07AOBft012 . INVESTT,�NT CA OF AMERICA �..:� Dtred Retlemptlon �.�344.96 �.::28.99 . . �.10.000.00
082fi2012 � AF US GOVT SEC CL A DlvldeM -Ralmaet 2.40 ���14.68 ..� � 34.P9
. . � � � dNUl6utlons � .
062B/2012 INTERMEDIATE BONO FUND OF AM � . DNklend -Reimast �. . . .�� 0:18 � �13.88 ��� � . 2.12
� dbMhu9ans . . . �
OB/1512012 AMERICAN FUNDS CAP INC BUIIDR A Dlvidsn0 -Relmast 10.Bt �50.30 .. ���.548.87
. dlaWhuYont� . . . . .
OBNBl20�2 INVESTLENT CO OF AMERICA . �.� DNWsnd 'Rekrvest :.820 ��-28.xi�. . -�Td2.30
dltlrihulims . .
OS/2412012 AF US GONT 8EC CL A DNldend -Ralrrvat �� � � 1.97 ��1�.48 � 2B.B0�:
. d1aM6uBons . . . .
052M2012 INTERMEDIATE BOND FUND OF AM DWidend -Relmest . � . . � .�0.72 :. ��13.88 . . � ..7.87�.
armeuuom
amno�2 a�us covr sec ci.n wwaena -r�eu,wu zae u.sa ae.�a
�� �.dhhibutlona � � . .
OU2712012 � INTERMEDIATE BOND FUND OF AM . . DlWdantl -ReYrvwt 0:13 �:..�13.7� � . . � .. �.80
� ��. dishihutlone . .
03128@f112 AF U&GOVT SEC CL A � .. . � �ividend -ReYtvest Z.40 '�14.35 � ." ��34.40
.. . dMrlbuYans . . .
032&2012 INTERMEDIATE BOND FUND OF AM .. � ONWBIM -RBYrvsEt � 0:11 ..�'13.EB . � 1.E8
� � � dhMWEma �.. � . .
03N&2012 AMERICAN FUND6 CAP NC BUILOR A� � DHWend -RaYnant ��.-10.50 �.�-3727. . .�. . 338.17
� � diNrihuBms . . � � �
i�p.r rw...M.a ww,om.«a�v.nra a.dow�aw.. r.w�a iz
Rapo�t Packap�3
Est Demis W Seone Bradley Gaiech Combirwd Acoount Port(oAo
1820 Plna RoW Perlod: 12H4J2011-0&7412073
CaMleie,PA 17015 427 VNlsge Drive Cresbd:OB/17/2013
Carlleb,A417015
777-240-0803
0�/1�1R012 ��� CAOF ..:- - �• . . �. �RrYMM � � 7.7Q . � 29.�'9 � 291.28
0Y2&2012 AF US OOVT SEC CL A ��R�M�wN � � � 2.58 . . 14.42 36.94
0?l78I2072 NJTERMEDIA'E BOND FUN�OF AM ONidad -R�Y�wf �. . . .0.08 �. � 13.70 . � 1.11
dNtrbulkne . . . . .. . .
0?M9/2012 NTERM60IRlE 80ND FUND OF AM . Reimiwt dYYlbutlo�u .. . . � �0.09 �:. �19.N � . � . 0.�0
0?/131T072 �NTERMEDIAI'E 80ND FUNO OF AM � � RsYmkAWWIMfOn� �� �� 0.07 � � '13.68. �� � 0.08
O1NQn012 .AINERICAN FUNDB CAP INC BUILDER B . �ExoMtpa � 9099 � 50.36 2�084.38
02H0/2012 AMERIGIN FUND6 CAP INC BUIIDER 8 .. ..�E7mlwga 17.50 �.50.38 .. 881:25
07/'IQ2012 AMEWGW FUNDBGIP�INCBUIIDRA -�Ezdrigs 17.50 :.60.36 � � 88125
07/10@072 AMERICAN FUND&CAP M1C BURDR A . �. �EMtlWgB .� 41.00 ��50.36 . .. �2.084.38
U?J10I2012 �AAAERICAW FUNDS INV CO Of AMER B �Exd�r�e � � 20.89 '. 26.75 .. 593.74
0?H W2012 .AMERICAN FUNDS INV CO OF AMER B �� �E7�dfMpe � 87.87 ���28.75 . . � 7,951.75
02MOI2012 . RJTERMFDU4TEBONDFUNDOFAAI ��Exfie�pe 16.93 �:�1&� : 231.77
01/'I WT012 PITERMEDVITE BOND fUND OF AM . ��7xlwge . 71.58 -�73.68 . ..8MJ.60
OYHd2012 � MlTERMEDIATE BOND FUND OF AMERICA- CancY('rh OhM�nd � �: � �.0.00 �.... 1.00 � � .. .�. 0.49�
B
04/10/2012 B ERMmURE BOND FUND OF AMERICA- �Ezdrige .� � ��71.BB ��13.BY . � 985.80
02l1Q�1012 B HRMEDV�TE BOND FUND OF AMERIG- �Emhdqs �.. . 18.99 . �.15.89 . :�� 23177
07/1d2012 INVESTI�NTCOOFAMERICA �ExdNrqe . .. � �87.58 �28.87 1.951.15
07JtOf2012 . MVESTMENTCA�AMEWCA� �Erdwn9s�..� � . 2054 �48.87 . � . . 583.'14
0127lI012 AFUSGOVTBECCLA . �.�Ri4we�t �'264 -.�. 14.42 �.�. �... 38.70
01/27I2012 �B TERMFAYITE 60ND FUND OF AMERICA' dDMdrq�RaMnNt �0.08 ��13.E9 ��� 1.15
IME�A
1?JZB/ZON � AFUSOdVTSECCLA � " � . . . �-YI�I ki � 3828 ��14.38 � .. .550.41
7T/2812pt1 AFUSGOVTSECCLA � � .&�-��In- � � 15A5 ..-14.38 � � YYl..t4
12282011 AFU9fiOVT3ECCLA . � ��t . �. : 2.78 . 14.38 �� . � 39.Y8
� 7?/18I2017 BMlTERMEDIATEBONDFUNDOFAMERICA- ,�d�PoWwast . . `D.OB ���13.58 � . 1.18
721Z?12011 � AMERICAN FUNDS INV CO�AMER B �RNnuacl . � �020 .2H.80 � � 528
1T/222011..:AMEWCANFUND8INVCAOfAMERB a�RNnvast � � � .0.24 ���26.87 ��.�8:53
inwmWw n a��+�w.�Mre�+ro wose raw e a�2
Report Package 3
Est Denn�W Slpne Bredley Gerlach Cortibined Aaoount Por7oNo
1820 Phie Roed Period: 72/112011-0&14/2013
Carlisle.PA 17015 427 Vklage Drive CroeRed:08H7/2013
Carll�la,PA 17015
717-240-0803
s .,- �. . .,. � .. .
Gn:e. . �u' . . _ _a. ' .... .,� �: :.:. � , . .. . , . ..
12/1?l2011 NNESTMEM'COOFAMERICA � Dividend —ReYrva�l . ..� .�3.74 � � 28.88 � 100.75
auo-rouno�u
1?/2?f2011 MVE3TMENTCOOFAMERICA .�-� �iVp�ntl -Rakryasl . � .:� . 8.1D � . 28.98 . � 21&30
. � dktrlbWone . . .. . . .
11/2Qi2011 AMERICJW FUNDS CAP INC BUILDER B OFMrd -Rprnetl � � . 0.15 � �48.53 �� � 21.79�
dbWbutlaie , . . .. . ..
12�2Q2071 AMERICAN FUNDB CAP INC BUILDER B DNWsnd -Rdnvest � . .. ��� . 026 . . .18.52 � . . 1242
. dbhlbutlais . � � � . ..
1?2W2011 AMERICAN FUNDS CAP INC BUIIDR A ONItlMtl -ReYrveet � � . . 4.70 .. .18.4Y .�: � ..� .227.77
d4M0ulbns . � . . . .
t2/Lp12011 AMERICAN FUI�S CAP INC BUILDR A DWtlxd -RakrvaM����� �� - 10.38 � {8.48 .: . ..�- 503.22
� ditMbulbna . � . . . ..
74HM2071 AFUSGOViSECCLA . 1FeneferP�wd�ase � .. ...� �2,468.92 ���14.71 � .�36,307.16
1?11M2071� AMERICAN FUNDS CAP INC BUIIDER B . � Tienafer Pur�Mse � � . . 57.79 . .. .48.32 � � 2,78222
1YHM2071 AMERIGINFUN0.4CAPINCBUILDRA �.� 1FanaferPUrdie�e �. �.1,059.41 ��-.18.36 �. . .51�22.33
7?/14/2011 AMERIGW FUNDS INV CA OF AMER B .. ��. 1Fanefer Purdiece �. �88.08 �.. .2E.13 .. ...�. 2,3W.93
1Z/1M2017 .INTERMEDIATEBONDFUNDOFAMERICA- 7laneferPUrchee9 � �88.75 �.�13.82 � �� 7,208.82
B
1?/1MT0/1 INVESTMENTCOOFM�ERICA TransferPuichefe 1.87920 :�:.2827 �...��44,712.84
�ncwnDMM MP���M�N�O�WOSS Pps 6 d 12
Report Paekaye 3
Est Dennis W Stone Bradley Gerlach Comdned Acoount FbAbYo
1820 Plne Roed Pedod: 12114f2011-08/14/2079
Cerliale,PA 17015 427 Villeye DrNe Crseled:OBH 7/2013
Carlisle,PA 17015
717-240-0803
POINOIIO 8napsFwt
y .,r
A9 OC 08l14/1013
FO/t�f�0�/aH.i@ , a..:._. . .
5134,182.61 �'°wu. o.00 ut.ssa.e4 �ae, an �' ;17f.� o.00
NatCan6�utlons 107.914.88 -26,9DB.61� .: OAO 0.00 707,C44.8D
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Yl5]
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CarNale,PA 17015 427 VNlage Drlve
Carlieb,PA 17015
717-240-0803
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CaHlslm,PA 17015 427 VWape Drke
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717-240-0803
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r.o.�s a�z
O�xs�rowiv
B�
A Tradition of Excellence
77 East King Street
P.O. Box 250
Shippensbucg, PA 17257
January 29, 2013
Attn: Robert G. Frey
Re: Estate of Chazlotte F. Stone
Dear Mr. Frey,
Checking Accounts: Tt�ere was one checking account held jointly in the titles of Bruce
Stone and Chazlotte Stone. The balance in account 106002367 on the 12`h of January
2013 was $12,001.92. The checking account was opened December 11�', 2001.
Savings Accounts: There aze two savings accounts held jointly in the titles of Bruce
Stone and Charlotte Stone. The balance in account 743000037 on January 12`h, 2013 was
$3,642.55. This account was opened February 14�`, 2003. In account 743000735 the
balance was $81,700.45 on January 12�', 2013. This account was opened November 15,
2012. Account 743000735 is less than a yeat old but the funds in this account were from
CGA Law Firm, P.C. and a copy of these checks are attached.
*Note all three acwunts had joint with survivorship ownership.
Sincereiy,
'��� CI,t,�,�
Vanessa L Albright
Customer Service Representative
Orrstown Bank
717-240-0801
valbright@onstown.com
�,�.�a.,�.:
Sovereign Bank
ESTATE OF Chazlotte F. Stone
SOCIAL SECURITY#: 199-64-1375
DATE OF DEATH: January 12, 2013
Account#: 1694008747 Type: Sauings Open date: 7/30/2004
In the name of: Bruce Roy Stone or Chazlotte F Stone
Date of Death Balance: $68,879.19
Int.(YTD) from 1/1/2013 to 1/12/2013 $0.00
Accrued interest to date of death: $1.67
Other Info: Joint with Right of Survivorship
Account#: 2891034147 Type: Checking Open date: 3/26/1992
In the name of: Chazlotte F. Stone or Bruce Roy Stone
Date of Death Balance: $0.00
Int.(YTD) from 1/1/2013 to 1/12/2013 $0.00
Accrued interest to date of death: $0.00
Other Info: Joint with Right of Survivorship
Page 1 of 1
— _
_ ,
• Estate Valuation / OrretoWn Financial Advisors
Charlene L. FeuchteMerger
AVP / Fiduciary Officer
DaCe of Death: O1/12/2013 E9tate of: Chaxlotte F. S[one—S M
Valuation Date: O1/12/2013 Account: 1991
Processing Date: O1/15/2013 Report 1]rpe: Date of Death
' Number of Secuxitiea: 10
File ID: C S[one IRA #1991
Shares Security Mean and/or Div and Int Security
or Par Description High/Aak Low/Bid Adjustmenta Accruals Value
1) 718.751 COLUMBIA FDS SER 1R (19765J830)
MID CAP VAL Z
Mutual Fund (a8 qu0ted by NASDAQ)
ai/ii/zoi3 is.z�000 �ce
15.270000 10,975.33
2) 731.43 DODGE 8 COX FDS (256206103)
INTL STK FD
htutual eund (as quoted by tUSDA4)
O1/11/2013 35.74000 Mkt
35.740000 26,141.31
3) 2986.738 FEDERATED TOTAL RETURN SERS (31428Q101)
TOTL RET INSTL
Mutual Fund (as quoted by NASDAQ)
oi/ii/zois ii.ai000 rntce
11.410000 34,078.68
ACCival as of O1/12, payable O1/31/2013 27.28
4) 427.376 FIDBLITY ADVISOR SER II (315807487)
MIDCAP FD CL I
Mutual Fund (as quoted by NASDAQ)
O1/11/2013 18.32000 Mkt
18.320000 7,829.53
5) 448.201 PRICE T ROWE GROWTH STK FD INC (741479109)
COM
Mutual Fund (as quoted by NASDAQ)
O1/11/2013 39.10000 Mkt
39.100000 17,524.66
6) 672.026 VANGUARD/WELLINGTON FD INC (921935201)
ADMIF2AL SNARES
Mutual Fund (as quoted by NASDAQ)
O1/11/2013 59.89000 Fllct
59.890000 40,247.64
7) 2587.6 VANGUARD FIXED INCOME SECS FD (922031810)
INTRM INVGRDAD
MutUal Fund (as qu0ted by NASDAQ)
oi/ii/zoi3 io.3i000 m�cr
10.310000 26,678.16
8) 3281.31 VANGUARD FIXBD INCOME SECS FD (922031036)
STRM INVGRA AD
Mutual Fund (as quoted by NASDAQ)
O1/11/2013 10.84000 Mkt
10.840000 35,569.40
9) 223.992 VANGUARD INDEX FDS (922908421)
S/C IDX SIGNAL
Mutual Pund (as quoted by .uPSDA4)
O1/11/2013 36.17000 NJct
36.170000 8,101.79
10) 212.696 VANGUARD INDEX FDS (922908496)
S00 IDX FD SHS
Mutual Fund (as quoted by NASnAQ)
ai/ii/zoi3 iiz.oe000 �wcr
112.080000 23,838.97
Total Value: $230,985.47
Totdl ACCrual: $27.28
Total: $231,012.75
Page 1
This report was produced with 6etateVal, a product of Estate Valuations s Pricing Systems, Inc. If you have queetions,
please contact EVP Systems at (B1B) 313-6300 or www.evpsys.com. (Revision 7.3.0)
• Da[e of Death: O1/12/2013 Estate of: Chailotte F. Stone
Valuation Date: O1/12/2013 AccounG 1991
Processing Date: O1/15/2013 Report Type: Date of Death
Number of Securities: 10
File ID: C. Stone IRA #1991
Portfolio Endnotes
Federated Money Market - Principal p 60934N625 $1,425.97 Accrued Int. $.12
com eted n 15/2013
Y:
Charlene L. Feuchtenberger, V / Fiduciary Officer
Page 2
Thia report wae produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have queations,
please contact EVP Systema at (818) 313-6300 or www.evpsys.com. (Revieion 7.3.0)
A� �"1 �� A FINANCE CHARGE OF 1.50 � PER MONTH
L 219 North Baltunore Ave
Pf�u.aMecYSfuv[cas,aac. MtHollySprings, PA 17065 (� ��' PERCENTAGE RATE OF 18 .0�) OR A
Responsive. InnovaUVe. Reliable. 800-266-9954 (717)486-8606MINIMOM SERVICE CHARGE OF $ 1.00 WILL BE CHARGED
www.AlertP6armacy.com ON ALL AMOL7NTS 30 DAYS OR MORE PAST DUE
STATEMENT OF ACCOUNT i IF YOU RECEIVE A NEW INSURANCE CARD FOR YOUR
I PRESCRIPTIONS BE SURE TO SUPPLY US WITH A COPY.
Date O1/31/2013
PMT DUE. . 02/26/13
-� STONE, CHARLOTTE STONCH
�:�DAYS. 63 . 07 � BRAD GERLACH GRP-CNRC
� x 427 VILLAGE DRIVE PAGE 1
$�. CARLISLE PA 17015 AmountPald
PLEAEE DETACX AND RETURN TOP PORTION WITX YOUR PAYMENT
ALERT PHARMF�CY SERV. INC.219 NORTH BALTIMORS AVE. MT HOLLY SPGS�, PA 17065
** ACTIVITY FOR STONE, CHARLOTTE STOIdG�i -5$95
12f'24i�12 � � 90085G5.�� � 18 �..FUR09�Z�E 40MG � . Ol ,.. ,.. i 76-, �', :00 � : tl 7¢.�+,".-
12/24/12 � 796i539 '. ��38 POTAS3IUM CL YO M� � Ol� �- �`.?2.6$- ' �.O�S � ;Z2'6.� `>.',
12/24/12 �.. 9008507 31 � ATENOIAL� 25 MG .. .. OI. : :1�.2'1-�` �. 1DG - '= �15��I'�'•�..
12/24/12 � .. 90085D6 31 � I.fiUfiT'SRACET3IM`5,�0. 02: ' 130.68t. `��. ;tYO.. � >13A ��»�:'
S2/24/12 7961539� 32 �. �PQTASSIUAI CL 10 •M 01:.., .19,4�-.�� :�.Dq ��19 {S$� '
O1J04/13 9025941 12 SULFAMSTH'TMP SS fS� . ' B.'J8. ' .00, ° ' ''B "f�%" a
Ol/04/13 � 9025942 2 � FCTROS$MIDE 20MG�:� Ol.. ' ' 4,25 .�.: �.:OD;� ' ' "��:.+4 �S' :.
O1J07f13 . 9027061 3 � SODIUM CHL D.4S# 01�� � ` 7.6:0 ' '� ;�00„ "�'l�66� : '�:
O1J07J13� 8226660.� 5 � ��V Pt7M8��901A3a. Z � 01•� � -56.iS � .-00� � � -88 �¢, � ',
� O1f08/13�� 32100131� � 30 � MORPHINE'� SQLFATS 01''- �� i9.12 ` :60 � ,2� �23;� ;�:
O1/08/13 � 34i00149 � �20 �.iARAZBPAM d.S MG� . 41 �. '� 11.77 : �� :'00 ' 13$7�� ' 4�
O1J0.9�1}. .. .901$7�7 15 � ���,EC�UTB�ROXIN&...25 , Ol ;. . :'� 2.13'' .. - .,Q4 , ; �=+'R I�w' `'.
01/09/13 790,4493 45 NASAPr BPRAY O.f54 � � 01 '*. `� �� 3 �C`; � . ' „ �OQ ;`;} �B�`�.,,
O1/10/13 � �9028732 1U00 SOD CHLQRZD$� 0.45 A1 : 5 2{1,': • ;00 ^-5 ��! �
O1f16/13.. �� 903066Q . ..l PERTPHER}1L TXF� STA , � `0,1 ..� .: ` ��0 �3� �� �:�,�.. '' .OQ ,��b 5�� t
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j . 00 :
LfiGEND NON-I,EGEND
FOR MONTH FOR MdNTH i T�TALTAX
� ealanc� �. ��.�� FlnaneeC • rar�aT.�acMa. AMOUNT DUE
254 .74 + 156 . 98 + 1. 00 = 412. 72 - 191. 6Z = 221 . 05
FOR ALL PHARMACY RELATED INQUIRES PLEASE CALL Alert Phartnacy Services,lnc at 1-BOD,266-9954
. Shtement Tenrrinology on reverse
Jon G Countess
� A � W F I R M Gary M.Gilbert
Pe�er R.Andrewa
Lawrence V.Voung
Sharon E.Myers
Thomas D.O'Shea
John D.FlinchOaugh
da n ;try 10 ` )� Frank N.Countess
� �
JeHrey L.Rehmeyer II
Craig S.Sharnetzka
Anne E.Zerbe
Timothy J.Bupp
Rob i t Frey, �s i uire aees c��mms
5 Sc �th Hanc �e Street Benjamin L.Pretl
C�u' �;le, PA ' 7( i 3 MICh411e Pokrifka
Glenn J.Smith
Re: 205-2� 7 ti"orth Queen Street, Shippensburg, PA (the "Property") n�arewnn.aa.ron
Sale k y ('harlotte F. Stone to SL Realty, LP Tina H.Fox
Unpa d bVater Bill Richerd K.Konkel
Margaret W.Dnscoll
Eric Suter
Dear Attorne F rey: Madsac.eunon
Leanne M.Miller
Brent C.Diefenderter
As }� ?u may r �c :Il, we represented SL Realty, LP with regard to ita purchase of the Timothy D.NoM1On II
Property refe e� ced above. Settlement occurred on October 30, 2012. As part of our Chdstop�eN.Reed
effo�-i s to pre �a e for settlement, we did inveatigate utilities. Unfortunately, there Devon M.Myers
was a water i iT that was unpaid and our client recently received notice of it. A copy Zachary E.Nahass
is eucloaed. 'I h; t bill represents water servicea that were provided to your client, mcou�..c
whiLs she owr e� Che Property. M�cnaei so�sceaa
J.Patrick Clerk
At e�attlemen , � n the Owner's Affidavit, you represented that all water and other JOSepn P.Clark,II
utili .ies bills '�a ? been paid in full. A copy of that Affidavit ia enclosed.
Ple�ue consic �r chis letter a requeat that your client isaue payment to the CGA Law
Firn� in the s, n� �mt of$504.95 to cover the coat of the water bill. We would ask that
you obtain ar � �rovide the payment as soon as posaible. If you have any queationa,
plea�e let us I n •w. Thank you for your anticipated cooperation.
Sinc;�rely,
Q ti V °
Jeff L �I n c,yer II
E losur
J R'ded
cc: SL Re� lt; . LP (via email with enclosures)
�oobsnsuon�
CG \Law Firm,CGA Pn fe ;bnal Center, 135 N.George Street,York, PA 17401,717.848.4900, Fax 717.843.9039,www.cgalaw.com
�---.,_--_--_:.��---_ ,
r
f
,
o I
LAST WiLL ANll TESTAMENT rty �
OF ``' �
CHARL6TTE F.STONE � � � o
I� '� � � fI� �
I, CHARI.OTTE F. STONE, merried woman, of Middlesex Township, C6t�rlmd N "' �
County, Penasylvania, being of sound and diaQosing miad, memory, and und � W x�����
herehy malea,publish,and dec3are tlils as sad for my Last Will sad Testament,fx��k�qg q�.t7
, and making void any and all Vl��ls by me at any time 6eretofuie made. � n �, � ;;,','�,tY �
� p ._„, ��.--
i. I direct my heroiosfter-named Exewtor to pay att af my debts to which'���o�nd *-' ��-���
and the ezpe.asos of my funeral,tast illness,end of ihe sdministravon of my estatt a,��sfle;afrer iv ^�� ��
my deatfi as may be found convenient to do so. e;:. !� ,��j .
Z. I deckare that I aen curreqtly married W$RUCE R S2'ON£and that I have seven{7)
ehildrea who azt LFSTEIt L. SfONE, DENNfS ST4NE, TAMtv4Y LTUNCAN, SHERR3E
CAMPBFS.L, ANGELA BOOK, DEBBIE L1LSH, end JOY NARGL I further declare that [
havd no other children.
3. Sbould I be tht owars at tLe ti��my deeth of the real�su ia Shi�ensburg that i
have owned ae a rental property,than in such avant I give,davise end qequeath tLe seme to my
. san,DENHIS STONE,lus 6eits and assigns.
- 4. Alf the rest,resid�, and remainder of my estate, �set, personai, or mixed,and
w6ercsoever the sacne may be situate, I give,devise, end Lequeeth to my husband BRUCE R.
STONE,his heirs end asaigns,provided that he shall surviva me by a pariod of ninety(90)days.
Shauld my said husband prcdecease me or feil to survive me by the aforeseid perioQ of niooty �
{90)days,ihan in sueh event s32 ihe tes[�'sdua and remainda�my estate rsal peisanal snd
mixed,end wheresoever t6e same mny be situate.I give dsvise and tmqumt6 equatly,one shara
far esch of my chiidren,with the exception of SHERRIE CAMPBELL,provided t6at each shal� �
survive me by a period of nioery(90)days,the shue any dectased child would have receivrd to
gass to his or her issnq PeT afirpe&and if thert be no s�tch issne,said shan sha!! tapse and be
addW to the romaining a6are or ahazes. I 6avt inun@onatty made no provision for Sherris
Gmpbetl qot for the wapt of any affectio¢, btnk for the reason that her father and i Lad made
sdequate finanaial provisions for her�eviously. �
,5. 5hould aay pesaon be entit]ed w a distribution bp reason of ttis my Last WiIl aixd .
Tcstsment,thc share that person would ot6elwise have received shall be paid to my hereinafttr-
nemed Executar in trust, I authoriza the heroia named Trustee to�eceive and invest the same and
m pay ffie incame arising therefrom tagether witl�so mueh of tht principat tfiereof as in his or
hec opinion is nscessary w.desirabta to bs expended for tt�pmper maimenmce, suppart and
oducado¢of such peraon ko or for t6e benefit of such pereon and upon such person attaining 21
yeers of age ta pay to lilm or her the then romnining pripcipal toget6ar with any undistribqud
IEC62[3C.
6. 1 hareby nominate, copatitua, and appoint my husband, HRUCE R. STONE as I
F.acccutor of t6is my Lsst�II and Tesmcnen4 but should 6e predeceese me or fsil to qualify, i
thea ia such event I nom3asu,conetitnte,and apgoinc my�oo,DENh'IS STONE as Ezecutar, '
• and i further direct that neither of them shall be required ta�t aay baad m sacvrc�fs'sthtLl �
performaua of his dutiea in the Cammonweelth ad'Pennsylvania or in aay otherjurisdiction.
7. Lt addi6on to tfie powers co�erred by law,my heroia named Ezecutors and Tmstace ,
are empowtred:
a To inves[any part of the trust carpus in suc6 securidee, IIIVEehllEptS� or other
proQc[ty as may bt detmed adrisabie and ytropu,iatepeeave oY whetleer tkc same are
� authotized for t6c invtsiment�'.trust fundx unda the 3aws of eny govtrning jwistiiction.
b.With respect to any carporatlon,t6e atocks,bonds,or othar securitles of which
. may bd hetd, to wtt in persan or by proxy on any shsres of stpcic; to consent to the .
� msrgcr,cansolids6on or rwrgsniassioa of such corporations;to eonscnt to tht teasing,
mortgaging, or sato of the property of any such corporatioos; w make any surzender,
exchango or sobsritutlon of sua6 stocks, bonds, or otbar securi6es as an incident ro the
Pa;e 7 oj3
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mergeq consotidation or reorganizauon of such coiporationa; to pay all assessmenu, �'
subscripbons and other sums of money whic6 may be deemed wise and expedient for t6e ',
protection end maintenance of the proporuonate interest of the investrnent in such '
corporatlons; ro exercise any option or privilege which may be conferzeA upon [he .
6olders of such stocks, bonds, or other securities of such corporeuona eit6er for the �. �
covvcrsion of the same inw other securiuea or for t6e purchase of addi6onal securities, ��
and to make any end all nacessary payments which may be required in connection
� � therewith; and genetally toAiave and exercise es to ell such stocks, bonds, and otF�er j.��+�,
securities,the powers of en individual owner who is under trus[obligarion.
F`�'
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c.To hold the trust corpus in one or more coneolidated funds in whic6 seperate i .
ahares shall have undivided interests.
d.To ull at public or priveu sale for cas6 or upon credit,or partly for cesh and
peNy on credi4�d upoa such tem�s and wnditions as shell be deemed proper,any part '4'�''�,.
or paRS of the Wst estate, and no purchaser at any such sale shall be bound to inquiro �h
into rhe expediency or propriety of any such sale or to see to the applicafion of the �9�;
purchase money arising therefrom. ��'�
a To keep oa 6and and uninvested such moneys es may be deemed proper and "�'
for such period as may be found expedient
� f.To compromise, settle,or arbitau any claim or demand in favor of or against
the trust estate.
g.And authoriud ia the discharge of fiduciary duties,to employ wunsel and ro �,{'
. dctermine and to pay such wunsel reasonable compensadon which shell be charged ''j �
ageinst the prtecipal or income of the wst fund, end shall further be entided to chvge
against the principal or income suc6 other reasonable expenaes end charges as may be
necessary and proper to incur for the proper discherge of fiduciary duties and for t6e
proper management snd administration of the trust estate.
h. In making any division of property into shares for the purpose of any
distribution thereof directed by the proviaions of the truat, w make such division or
distribuaon, eiiher in cash or in Idnd, or partly in cash and parUy in ldnd, as ahall be
� deemed most expedien4 end in making any divimon or distribution in kind mey allot any �
specific security or property or any undivided inarost therein to eny one or mon of suc6
sheres,snd to that end may appraiae any or all of the propeety so to be allotted end the � -
judgment as to the propriery of suc6 allament md as to the nlsave value for purposes of
� dievibution of the securities or property so ailotted ehall be final end conclusive upon all
peraons inurosted in the trust or in the division or distribution thereof.
i. Authorized to register any ahares of atock or other asaeu of any trust in their
own natnes or in the name of a nominee. .
j. To rotain and invest in sheres of stock of my Trustee.
i
k. To retain eny iavestments including muNel funds whic6 I may own at the tlme of
my deat6 and in addition to invest any part of t6e Truat corpua in such mufuel fund or mutual
funds as may be deemed advisable or proper,itteepective of whether the seme ere authoriud for ��.�
the investrnent of trust funds undu the laws of any goveming juriadiction. '
i
�
1. To determine from rime to time whetFier all or some porfion of rcaliuA capitel ,�I.
geins shell be treated as ordinary inwme for distribubon to a ben�ciary or treated ea principal ;'
to be retained as part of the corpus,and such designation need not be congistent from one yeaz to
another. � �
-��
PaBe 2 oj3
A'WITNESS WHEREOF, I have herounm set my hend and ua1 to this my Last Will �
and Testament written on three(3)pages,this 9/� day of February,2009. �
r i
_�v`��7r.,rri(�'L, .�/X/ri+�� (SEAL) ��,
, .. �� CHARLOTTEF.STONE ��.
Signed,sealed,publishW and dxlazed,by CH,qRi,p'I'['g F. STONE,the Testaviz above
named, ea and for her Las[ �11 and Testamen4 in our prosence, w6o, in her presence, at 6er
request, and in [he presence of each other, have herounto subscribed our names aa attesring
wimesses.
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