HomeMy WebLinkAbout02-0978
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
STONER JACOB S.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICiAl use ONLY
/?- 9'7- /Y'
FILE NUMBER
..L-L-...Q....L __ O'2J!...
COUNTY CODE YEAR ~R
SOCIAL SECURITY NUMBER
172-01-6140
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
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08/04/2002 02/13/1906
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
N/A
00 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attacll copy of Will}
D 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death aftef 12-12-82}
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date ofdeMh between 12-31-91 and 1-1-95)
o 3. Remainder Return (dale of death priorlD 12-1J-82}
D 5. Federal Estate Tax Return Required
Q... 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) i_h &h 0)
THIS SECTION MUST SECOMPI.ETED.ALL CORRESPONDIONCE AND CONFIDlSNTIALTAXINFORMATION SHOU D BE DIRECTEDTO(
NAME COMPLETE MAILING ADDRESS
GERALD J. BRINSER ESQUIRE 6 E. MAIN STREET
FIRM NAME (If Ap~k:abl.)
BRINSER WAGNER & ZIMMERMAN P.O. BOX 323
TELEPHONE NUMBER
717838-6348 PALMYRA PA 17078
OFFICIAL USE ONLY
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
(1)
(2)
(3)
(4)
(5)
1,070.61
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
19. Tax Due
0.00 X .OL(15)
41,556.70 X .04.5 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
i
46,183.89 I
(8)
47,254.50
1,940.00
3,815.80
(11)
(12)
5,755.80
41,498.70
16. Amount of Line 14 taxable at lineal rate
(14)
41,498.70
17. Amount of line 14 taxable at sibling rate
1,870.05
1,870.05
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
18. Amount of Line 14 taxable at collateral rate
Decedent's Complete Address:
I STREET ADORESS
, MESSIAH VILLAGE
100 MT. ALLEN DRIVE
MECHANICSBURG
CITY
I STATE
PA
I liP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,870.05
9350
Total Credits (A+B +C)
(2)
93.50
3. InteresUPenalty ~ applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( 0 + E ) (3)
4. If Line 2 is 9reater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Pege1 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)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE, (5B)
Make to: REGISTER OF WILLS, AGENT
1,776.55
1,776.55
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; ........................................................................... 0 IRI
b. retain the right to designate who shali use the property transferred or its income; ........................................ 0 l&l
C. retain a reversionary interest; or ...................................................................................................... 0 IRI
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IRI
2. If death occurred after December 12, 1962, did decedent transfer property within one year of death
without receiving adequate consideration?................... ...................... ............ ......................................... 0 l&l
3. Did decedent own an 'in trustfo~ or payable upon death bank account or security at his or her death? ................. 0 IRI
4. Did decedent own an Individual Retirement Account, annuny, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 l&l
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 penaties of perjury, I declae that I have exanined this return, includi!!l1 accompmying schedules CIld slalemenls, and to !he besl of my knowledge and belief, it Is true, correct
and complete.
Declcrallon of prep8'8I' oIher th.., the personal representative is based on all informaIion of which preparer has .,y knowledge.
SIGNATURE OF PERSO!:l,RESPONSIBLE FOR FILING RETURN DATE
~cu.J 2' ~ /<f/z.'1lcJ?--
ADDRESS 5231 NURSERY ROAD .
DOVER PA 17315
SIGNATURE OF PREPARER 0 DATE
/?J~.2--7 02.,
ADDRESS
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. fi9116 (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 survivin9 spouse is 0% [72 P.S. fi9116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filin9 a tax retum are stili applicable even ~
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 slepparent of the child is 0% [72 P.S. fi9116(a)(1.2)).
The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. fi9116(1.2) [72 P.S. fi9116(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. fi9116(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.
'''''''''EX.I'.''}.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
STONER JACOB S.
FILE NUMBER
21 02
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
1,070.61
CHECK ON HAND - PRUDENTIAL
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1070.61
"'''''''''''''.0*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
ESTATE OF
STONER JACOB S.
FILE NUMBER
21 02
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM I~LUDETHENAMEOFTHETRANSFEREE,THEIRRElATIONSHIPTODECEDENTANDTHEDATEOFTRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST
(IFAPPcICABLE!
1. M & T BANK - SAVINGS ACCOUNT #1500419815381 38,823.26 100. 3,000.00 35,823.26
- OPENED 12/3/2001 IN JOINT NAME WITH SON,
LEONARD E. STONER.
2. M & T BANK - CHECKING ACCOUNT #1209620 10,360.63 100. 10,360.63
- OPENED 5/7/94; ADDED SON, LEONARD E.
STONER ON 12/3/2001.
TOTAL (Also enter on line 7, Recapitulation) $ 46 183.89
(If more spaoe is needed, insert additional sheets of the same size)
.....,,"".'..97'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
STONER JACOB S
FILE NUMBER
21 02
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1- CENTRAL PA CREMATION SOCIETY 127.00
2. GRANTHAM CEMETERY 250.00
3. JANET ZEITERS - ORGANIST 75.00
4. GERALD GREINER - MINISTER 75.00
5. PASTOR BURGARD 75.00
6. GINGRICH MEMORIALS - INSCRIPTION 80.00
7. MESSIAH VILLAGE - MEMORIAL LUNCHEON 750.00
B. ADMINISTRATIVE COSTS:
1- Personal Representativefs Commissions
Name of Personal Representative (5)
Social Security Numbe~s) I EIN Number of Pe""nal Representative(s)
Street Address
City Slate Zip
Year(s) Commission Paid:
2. Attomey Fees BRINSER, WAGNER & ZIMMERMAN 483.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. REGISTER OF WILLS - FILING FEE 15.00
8. REGISTER OF WILLS - INVENTORY FILING FEE 10.00
TOTAL (Also enler on line 9, Recapilulation) $ 1 940.00
(If more space is needed, insert additional sheets of the same size)
REV~5"".I""I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
STONER JACOB S.
FILE NUMBER
21 02
Include unrelmbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
3,793.67
1.
MESSIAH VILLAGE
2.
ALERT PHARMACY
20.38
3.
QUANTUM IMAGING & THERAPEUTIC
1.75
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3815.80
I, Leonard Stoner, hereby certifY that I paid all the expenses shown on Schedules H
and I, that were in excess of the asset shown on Schedule E, from the jointly-held funds set
forth on Schedule G.
~J;~
Leonard Stoner
""",,,,,.,,.," *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
.........,......~ ?1 n?
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. LEONARD STONER SON RESIDUE OF JOINT
5231 NURSERY ROAD, DOVER, PA 17315 ACCOUNTS
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1-
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1-
TOTAL OF PART 11- 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)
MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of JACOB S. STONER
also known as
Deceased
No. 21 02
Date of Death 08/04/2002
Social Security No. 172-01-6140
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of i ~,~liD-72 Q,rCO~ ? ~ Cyt~,,t;~
Attorney: GERALD J. BRINSER ESQUIRE
I.D. No.: 09655
Address: 6 E. MAIN STREET P.O. BOX 323
PALMYRA PA 17078
Telephone: (717)838-6348
Description
Stocks & Bonds
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
CHECK ON HAND -PRUDENTIAL
Real Estate
Total
1,070.61
1,070.61
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
LEONARD STONER
Dated
Value
RW-4
LAW OFFICES
BRINSER, WAGNER ~ ZIMMERM.AN
6 EAST MAIN STREET -SECOND FLOOR
(EAST MAIN £~ SOUTH RAILROAD STREETS)
P. O. BOX 323
PALMYRA, PA 17078
PHONE: (717) 838-6348
FAX: (717) 838-6912
GERALD J. BRINSER
KEITH D. WAGNER
JOHN M. ZIMMERMAN
October 30, 2002
Mary C. Lewis, Register of Wills
Cumberland County Court House
S. Hanover Street
Carlisle, PA 17013
In Re: Jacob S. Stoner Estate
Dear Ms. Lewis:
MECHANICSBURG OFFICE
1~IES5IAH VILLAGE
100 MT. ALLEN DRIVE
MECHANICSBURG, PA 17055
PI-TONE/FAX (717) 795-]737
Enclosed you will find two copies of the Inheritance Tax Return for the above-
captioned. This estate had not been probated, the only probate asset being a check on hand.
Also enclosed is an Inventory, along with two checks: one in the amount of $25.00 as the
filing fees for the Inheritance Tax Return and the Inventory; and one in the amount of
$1,776.55 in payment of the tax due.
If you have any questions, please feel free to give me a call.
Thank you.
Very truly yours,
BRINSER, WAGNER &ZIMMERMAN
~'" ~ ~ I
Wendy L. Crawford
Estate Secretary
wlc
Enclosures
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
BRINSER GERALD J
6 E MAIN STREET,2ND FLOOR
P O BOX 323
PALMYRA, PA 17078
ACN
ASSESSMENT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssN: ~~z-of-si4o
FILE NUMBER: 2102-0978
DECEDENT NAME: STONER JACOB S
DATE OF PAYMENT: 1 O/ 31 / 2002
POSTMARK DATE: 10/30/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 08/04/2002
AMOUNT
101 ~ 51,776.55
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 203
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
51,776.55
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 001794
REGISTER OF WILLS
`~ Q2 ~~ ~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDI1i'_DUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE T:+X DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (P1-02~
DATE 11-25-2002
ESTATE OF STONER JACOB S
DATE OF DEATH 08-04-2002
FILE NUMBER 21 02-0978
COUNTY CUMBERLAND
GERALD J BRINSER ESQ ACN 101
6 E MAIN STREET Amount Remitted
P 0 BOX 323
PALMYRA PA 17078
MAKE CHECK PAYA8LE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~______________________
------------------------------------ ------------------------------- --------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONER JACOB S FILE N0. 21 02-0978 ACN 101 DATE 11-25-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,070.61 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7 Transfers (Schedule G) (7) 46,183.89
.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,940.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,815.80
11. Total Deductions (11) 5.755.80
41,498.70
12. Net Value of Tax Return (12) 00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
.
14. Net Value of Estate Subject to Tax (14) 41,498.70
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
0 0
0 0
. 0 0
15 Amount of Line 14 at Spousal rate (15 ) .
=
X
.
16 Amount of Line 14 taxable at Lineal/Class A rate (16) 41,498.70 X 045. 1,867.44
.
17 Amount of Line 14 at Sibling rate (17) .00 X 12 .00
.
18 Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 .00
. (19)= 1,867.44
19.
Principal Tax Due (g) 47,254.50
IAJC GKCLi1J-
DATE
NUMBER +
INTEREST/PEN PAID (-)
AMOUNT PAID
PAYMENT MUST BE MADE BY OS-U4-"LUUS*.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,867.44
INTEREST AND PEN. .00
TOTAL DUE 1,867.44
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE
w occnun cFF REVERSE STDF OF THIS FDRM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
"~~" ~ ~' EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Jacob S Stoner FILE NUMBER
2102-0978
REVIEWED BY 101
Deborah Washington
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
Row Page 1
e~~9~ ~~
~,, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 250601
HARRISBURG, PA 17125-0601
GERALD J BRINSER ESQ
6 E MAIN STREET
P 0 BOX 323
PALMYRA PA 17078
DATE 12-03-2002
ESTATE OF STONER JACOB S
DATE OF DEATH 08-04-2002
FILE NUMBER 21 02-0978
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _____________________
-------------------------------------
------------------------------------------------------
REV-1607 EX AFP (01-02) *** INHERITANCE TAX STATEMENT OF ACCO ***
ESTATE OF STONER JACOB S FILE N0. 21 02-0978 ACN 101 DATE 12-03-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-25-2002
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
10-30-2002 CD001794 93.37
AMOUNT PAID
1,776.55
1,867.44
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TDTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REY-1607 E% IFP (01-02)
TOTAL DUE
1,869.92
2.48CR
.00
2.48CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
.,_.. ..... .,~ ..~~~ • oornun cFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
Name of Decedent : ~A('OB S STONER
Date of Death : 8/4/02
Will No ,
Admin . No . 21-02-0978
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
State whether administration of the estate is complete
Yes ~_ No
2 . If the answer is No , state when the personal
representative reasonably believes that the administration will be
complete
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 ~_
b . The separate Orphans ' Court No . (if any) for
the personal representative ' s account is
c . Did the personal representative state an
account informally to the parties in interest ? Yes No ~_
L
L~
d . Copies of receipts , releases , joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report .
Date : 12/27/02 ~
Signature
GERALD J BRINSER ESQUIRE
Name (Please type or print )
6 E. MAIN STREET, P.O. BOX 323
PALMYRA PA 17078
Address
( 717) 838- 6348
Tel . No .
Capacity : Personal Representative
~_ Counsel for personal
representative