HomeMy WebLinkAbout04-20-15 (3) • pennsylvania 1505618403
DEPARTMENT OF REVEN
`EX(03-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburq,PA 17128-0601 RESIDENT DECEDENT 21 15 0153
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
01 21 2015 02 15 1937
Decedent's Last Name Suffix Decedent's First Name MI
STONE MIRIAM R
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
❑X 1. Original Return ❑ 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
4. Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
n7. Decedent Died Testate 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
10. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
El13. Business Assets 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LAUREN E KAYS 717 737 8761
First Line of Address
ONE ' WEST MAIN STREET
Second Line of Address
City or Post Office State ZIP Code
SHIREMANSTOWN PA 17011 CDrn
Correspondent's email address: Ikays(aabogarlaw.com n c-)
r"- N t.I M
REGISTd;,,OF,WIII US NLY
REGISTER OF WILLS USE ONLYUP
_n
DATE FILED MMDDYYYY
t"' m
r
CO CJ
DATE FILED STAMP
Side 1
11111111111 hil1111111111111111111111111111111111111111111 J
1505618403 1505618403
1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Stone, Miriam R.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 95,436 - 011
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages and Notes Receivable(Schedule D)................................:................... 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 13,512 - 7 3
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 10 8,9 4 8 - 7 3
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 6-,170 . 21
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 3,0 5 0 - 0 0
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 9-,220 - 21
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 99-,728 - 52
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 99,728 - 52
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .045 99,728 - 52 16. 4 ,487 - 78
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 11 - 110
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19. TAX DUE................................................................................................................ 19. 4 ,487 . 78
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNATURE OF PERSON R S ON FO}� ILING URN David B. Nesmith DAT _17 rr
�/
ADDRESS
31 Bourbon Red Drive, Mechanicsburg, PA 17050
SIGN T d 'E OF PREPARER OTHER THAN�REPRESENTATIVE Lauren E. Kays SATE
ADDRESS
One West Main Street, Shiremanstown, PA 17011
111111111111111111111111111111111111111 IN Side 2
1505618411 1505618411
REV-1500 EX Page 3 File Number 21-15-0153
Decedent's Complete Address:
DECEDENT'S NAME
Stone, Miriam R.
STREET ADDRESS
5401-20 Oxford Drive
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 4,487.78
2. Credits/Payments
A. Prior Payments
B. Discount 224.39
Total Credits(A +B) (2) 224.39
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 4,263.39
Make Check Payable to: REGISTER OF WILLS, AGENT.
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;............................................................................... ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑ ❑x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[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 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. 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-1502 EX+(12-12)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stone, Miriam R. 21-15-0153
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant fads.
Real property that Is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-All that certain condominium unit situated in the Village of Moreland IV,A 95,436.00
Condominium(the"Condominium"), Lower Allen Township,Cumberland County,
Pennsylvania, being known and numbered as 5401-20 Oxford Drive,Mechanicsburg,
Pennsylvania. The property was acquired by Miriam S. Fleagle,single individual, by Deed
dated June 23, 1997,and recorded June 27, 1997 in the Cumberland County Recorder of
Deeds Office,a copy of said Deed being attached hereto and incorporated herein. The said
Miriam S. Fleagle resumed the use of the name of Miriam R.Stone by filing a Notice to
Resume Prior Name on September 8, 1999,a copy of which is attached hereto and
incorporated herein. The above-described real estate is being transferred to David B.
Nesmith,the sole beneficiary of the Estate of Miriam R.Stone. The county assessed value o
the property is$95,436.00.
TOTAL(Also enter on Line 1,Recapitulation) 95,436.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 12-12)
PARCEL NO. 13-24-0791-002 U540120
THIS DEED,
Made the ;Z? day of T��C 1997
BETWEEN VILLAGE OF MORELAND, INC. , a Pennsylvania
corporation, having an address at P.O. Box 367, Lewisberry,
Pennsylvania 17339, Party of the First Part, hereinafter
designated as Grantor
AND
MIRIAM S. FLEAGLE, 'single individual, of Pennsylvania,
Party of the Second Part, hereinafter designated as Grantee.
WITNESSETH, that the said Grantor for and in
consideration of the sum of SEVENTY-SIX THOUSAND NINE HUNDRED
($76,900.00) DOLLARS, lawful money of the United States of America,
to the Grantor in hand well and truly paid the by Grantee, at or
before the sealing and delivery of these presents, the receipt
whereof is hereby acknowledged and the Grantor being therewith
fully satisfied, does by these presents grant, bargain and sell,
release and confirm unto the said Grantee, their heirs and assigns,
ALL THAT CERTAIN condominium unit situated in Village of
Moreland IV, A Condominium (the "Condominium" ) , Lower Allen
Township, Cumberland County, Pennsylvania, being designated as UNIT
NO. 5401-20 in the Declaration of the Condominium, dated September
14, 1995, recorded September 22, 1995, in Cumberland County
Miscellaneous Book 504, Page 636, and the Declaration Plans of the
Condominium dated April 7, 1995, recorded September 22, 1995 , in
Cumberland County Plan Book 70, Page 133, and the First Amendment
to Declaration of Condominium, dated October 3; 1996, recorded
October 3, 1996 in Cumberland County Miscellaneous Book 531, Page
714 and the- Plan dated September 26, 1996, and recorded October 3,
1996, in Plan Book 73, Page 33, under the provisions of the Uniform
Condominium Act of the Commonwealth of Pennsylvania, as amended
from time to time (Act of July 2, 1980, P.L. 286, No. 82) .
BEING part of the same premises granted and conveyed by
Germantown Savings Bank to village of Moreland, Inc. , a
Pennsylvania corporation, by Deed dated September 3, 1987 and
recorded in the Office of the Recorder of Deeds in and for
Cumberland County, Pennsylvania, in Record Book X-32, Page 425 .
UNDER AND SUBJECT to easements, covenants, restrictions,
reservations and rights-of-way of record.
TOGETHER with all right, title and interest in and to the
Common Elements as more fully set forth in the aforesaid
Declaration of the Condominium and Declaration Plans, as amended
from time to time.
The Grantee, for and on behalf of the Grantee and the
Grantee ' s heirs, personal representatives, successors and assigns,
by the acceptance of this deed, covenants and agrees to pay such
charges for the maintenance of, repairs to, replacement of and
expenses in connection with the Common Elements as may be assessed
from time to time by the Executive Board in accordance with the
Act; and further, Grantee covenants and agrees that the unit
conveyed by this deed shall be subject to a charge for all amounts
so assessed and that, except insofar as applicable Sections of the
Act may relieve a subsequent unit owner of liability for prior
unpaid assessments, this covenant shall run with and bind the land
or unit hereby conveyed and all subsequent owners thereof.
The Grantee, for and on behalf of the Grantee and the
Grantee ' s heirs, personal representatives, succcessors and assigns,
by acceptance of this deed, acknowledges that this conveyance is
subject in every respect to the Declaration, the Declaration Plans,
By-Laws and all amendments thereto; and the Grantee further
acknowledges that each and every provision of the foregoing is
essential to the best interest and for the benefit of all unit
owners therein. Grantee and all owners of units in the Condomonium
covenant and agree, as a covenant running with the land, to abide
by each and every provision of said documents.
The Grantee,* for and on behalf of the Grantee,
acknowledges that the Grantee has received, no later than fifteen
( 15 ) days prior to this conveyance, a full and complete Public
Offering Statement for the Condominium and, therefore, waives any
and all rights under Section 3406 (c) of the Act.
TOGETHER with all and singular the buildings,
improvements, ways, woods, waters, watercourses, rights, liberties,
privileges, hereditaments and appurtenances to the same belonging
or in anywise appertaining; and the reservation and reversions,
remainder and remainders, rents, issues and profits thereof, and of
every part and parcel thereof; AND ALSO all the estate, right,
title, interest, use, possession, property, claim and demand
whatsoever of the Grantor both in law and in equity, of, in and to
the premises herein described and every part and parcel thereof
with the appurtenances. TO HAVE AND TO HOLD all and singular the
premises herein described together with the hereditaments and
appurtenances unto the Grantee and to the Grantee's proper use and
benefit forever.
-2-
R6bK J59 PACE3105-00
AND the Grantor covenant that, except as may be herein
set forth, they do and will forever specially warrant and defend
the lands and premises, hereditaments and appurtenances hereby
conveyed, against the Grantor and all other persons lawfully
claiming the same or to claim the same or any part thereof, by,
from or under it, them or any of them.
In all references herein to any parties, persons,
entities or corporations, the use of any particular gender or
plural or singular number is intended to include the appropriate
gender or number as the text of the within instrument may require.
Wherever in this instrument any party shall be designated
or referred to by name or general reference, such designation is
intended to and shall have the same effect as if the words "heirs, _
executors, administrators, personal or legal representatives,
successors and assigns" had been inserted after each and every such
designation.
IN WITNESS WHEREOF, the Grantors have hereunto set their
hands and seals, or if a corporation, it has caused these presents
to be signed by its proper corporate officers and its corporate
seal to be affixed hereto, the day and year first above written_.
Signed, Sealed and Delivered
in the presence of
or attested by
ATTEST: Village of More lan , Inc.
dtdry Z"7-i-ce) President
s - :
W
,,,ttttittllt ill:��,'r,.::�5:''•',iz
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"`'' DERSIGNED CERTIFIES THAT THE RESIDENCE AND COMPLETE POST
:; `a, tad"?�••;*r1%b" OFFICE ADDRESS OF THE GRANTEE I S:
"" # "' '`i;��''.• M 5401-20 Oxford Dr. , Mechanicsburg, PA 17055
i�,� ••-:....-•'n�. Feet City State Zip
�il+irie°e�.,,.<:pct` ••�rti •.
Signatu e
oo� J59 EAsED59
COMMONWEALTH OF PENNSYLVANIA
SS. .
COUNTY OF CUMBERLAND
On this, thea,.f —'"/
day of 1997, before
me, a Notary Public, the undersigned officer, personally appeared
Earl L. Kurtz, President of Village of Moreland, Inc. , known to me
(or satisfactorily proven) to be the person named in the foregoing
instrument, and acknowledged that he executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal .
,—Np ary Public
My Commission Expires:
(SEAL)
NOT.,A1111AP SEA
' SU A%� i!9.CChfi',Notary PubjIG
l-ampdon T4vp.,GUMbarlanc County
My Comminiol_Ex^ire:Sept.27:1999
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County Assessed Value $96,400.00 X Common Level Ratio .99
Total Assessed Value $95,436.00
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION LAW
Miriam S. Pleaale
Plaintiff
File No. 96 5850
VS. IN DIVORCE
Norman E. Pieaale
Defendant
NOTICE TO RESUME PRIOR SURNAME
Notice is hereby given that the Plaintiff in the
above matter, having been granted a Final Decree in Divorce on the
8th day of February_, 1997 , hereby elects to resume the
prior surname of Miriam R. Stone . and gives
this written notice pursuant to the provisions of 54 P.S. 5 704.
DATE:
at-fireg
AP Z22�
Signature of n6dii- being resumed
TRUE COPY FROM RECORD
COMMONWEALTH OF PENNSYLVANIA: in Testimony whereat, I twe unto set�hana
SS. and the seal of said Court at Carlisle, Pa.
COUNTY OF CUMBERLAND Thi A ; 1�
S--3-;—'4 dav o
G
On the go day of September 1999 We, a
Notary Public, personally appeared the above affiant known to me to
be the person whose name is subscribed to the within document and
acknowledged that lAb/she executed the foregoing for the purpose
therein contained.
In Witness Whereof, I have hereunto set my hand and official
seal. 01
Notary Public
NOTARIAL SEAL
KATHLEEN A.SHEILY,Wary PAA
MedwilubwU So%CumbsdwW Cwxft
Mir 3
Con eqkm Aupo 25,200
Rev-1508 EX+(08-12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stone, Miriam R. 21-15-0153
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Wells Fargo -Checking Account No.XXXX3685. Principal balance as of date of death 445.93
$445.93,accrued interest$0.00.
2 Wells Fargo-Savings Account No.XXXX7310. Principal balance at date of death$1,900.07; 11900.08
accrued interest$0.01.
3 2011 Toyota Camry LE-VIN#4T1 BFE3EK7BU692784. The appraised value of this vehicle is 11,113.00
$11,113.00. See attached appraisal.
4 Comcast-Refund of overpayment 48.31
5 Verizon-Refund of overpayment 5.41
TOTAL(Also enter on Line 5, Recapitulation) 13,512.73
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12)
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BY, f'f O SECOND UEN RUE03�D
u AUTHDR7.ED REPRESENTATIVE O a ,f' •�DATIi
MAIUNQ ADDRESS ll.,
• - +* AtrTt'OPd=REMVMENTAryNE
MIRIAM R STONE
5401 20 OXFORD DR
MECHANICSBURG PA 17055 �
pennsylvania
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TOYOTA
Bobby Rahal Toyota Scion Bobby
Automotive Group 6711 Carlisle Pike
Mechanicsburg,PA 17050
Direct:717.691.0500 x3104
Fax:717.790.9109
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PRE-OWNED SALES MANAGER babbyrahal.coth 6711 Carlisle Pike MECHANICSBURG,PA.17050
717-691-0500 717-691-5600
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REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERRESIDENT
EDENAX TURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stone, Miriam R. 21-15-0153
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 185.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State ZiD
Year(s)Commission Paid
2. Attorney's Fees Bogar& Hipp Law Offices 3,010.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
RelationshiD of Claimant to Decedent
4. Probate Fees 320.50
5. Accountant's.Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 2,654.71
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 6,170.21
Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Stone, Miriam R. 21-15-0153
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Myers-Buhrig Funeral Home-funeral bill 185.00
H-A 185.00
Other Administrative Costs
2 Bobby Rahal Toyota-state inspection and oil change 76.41
3 Bonnie K. Miller,Tax Collector-County/Township Taxes 452.34
4 Comcast-cable bill 79.08
5 Cumberland Law Journal-fee to publish Executor's Notice 75.00
6 Holy Spirit Hospital-final medical bill 225.00
7 Lower Allen Township-sewer bill 70.00
8 Lower Allen Township-sewer bill 70.00
9 PA American Water 14.99
10 PA American Water 21.12
11 PA American Water 26.23
12 Pinnacle Health-final medical bill 31.89
13 PPL-electric bilL 337.41
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Stone, Miriam R. 21-15-0153
ITEM
NUMBER DESCRIPTION AMOUNT
14 RESERVES:-Costs to conclude administration of the Estate, including preparation and 500.00
filing of final personal income tax returns and fiduciary income tax returns
15 The Sentinel-Fee to publish Executor's Notice 158.68
16 US Postal Service-Certificate of Mailing to Wells Fargo 1.30
17 Verizon-cell phone bill 82.04
18 Village of Moreland IV Condo Association,Inc.-Condo association fee 121.20
19 Village of Moreland IV Condo Association,Inc.-Condo association fee 121.20
20 Village of Moreland IV Condo Association,Inc.-Condo association fees 121.20
21 Wells Fargo-Visa credit card-final bill 69.62
1-1-137 2,654.71
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OFMORTGAGE LIABILITIES AND LIENS
RET
INHERITANCE TAXAXRETURRNN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stone, Miriam R. 21-15-0153
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Wells Fargo-line of credit payment 50.00
2 Wells Fargo-payoff line of credit 3,000.00
TOTAL(Also enter on Line 10, Recapitulation) 3,050.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-12)
LAST WILL AND TESTAMENT
OF
MIRIAM R. STONE
1, MIRIAM R. STONE, of 5401 - 20 Oxford 'Dri\,c,
N,lechaiiicsburo-, (1,m\Yer Allen ToNvriship), Cumberland County,
PennsvIN.,aiiia, make, publish and declare this as and for my Last, \A/']]] aria
Tesumient, hereby revoking all other Wills and Codicils heretofore made
by 111C.
FIRST: 1, direct that all inheritance, estate, transfer, succession
and dcath taxes, as as my just debts and funeral expeiises, of am, kind
wh.,-itsoever, which may be payable by reason of my death, sliall be paid
out ol' the principal of my estate as the same can conveniently be. doiie.
SECOND: .I give, devise and beqUeath all the rest., residue And
rem,iiii(Jer of my estate of- Nvhatever nature and wherever sitlllate, including
propert-, over I 1,11-11r] rIX n.ppointmerit and ,.o ether
Y hold t�lj -�,. -" '. �r 1 1. 9
any insurance policies thereon, unto to niyneplieNv, DAVID B.
NESMITH, SR., of 3 .1 Bourbon Red Road, Mechanicsburg, (Silver
Spy 11)1(, --l-oN'\"&h ip)'C1"I m berla rid County, Pennsylvania, provided dial
should lie predecease me, I give, devise and bequeath h,is share unto his
Isslic, per stirpes.
THIRD: In addition to all powers granted to them by 1aiw an,d
by fDi lier provisions of this Will, I give the fiduciaries actiiioz)- heremider thc
ollmving poNvers, applicable to all property, exercisable Nvittiout court
appi.-oval and effective until actual distribution of all property:
(A) To sell at public or private sale, or to lease, for IIJIV period
of time, any real or personal property and to give options for sales, ex-
chariges or leases, for such prices and upon such terms (including crt:,dit,
with or Nvithout security) or conditions as are deemed proper. This
mcl udes the Power to give leo-alk" sufficient instruments for transfer or the
property and to receive the proceeds of any disposition.
(B) To partition, subdivide, or improve real estatc acrd to
enter into agreements concerning the partition, subdivision, improvernent,
ZOIAHI(0) or Marlagement, of real estate and to impose or extinguish restric-
tions on real estate.
(C) To compromise any chriiin or controversy and to atmildon
am, property Nvhich is of little or no value.
(D) To invest in all fornis of property, including stocks,
common trust funds and mortgage investment: funds, �Atholit r('StI-ICH()II to
invcstments authorized for Pennsylvania fiduciaries, as are deemed proper,
Nvil bout regard to any principle of diversification, risk. or productivity.
(E) To exercise any option., right, or privilege grant(,.,,d in
HIS111'alice policies or .In other investments.
(F) To exercise any electiol-i or privilege given by the Federal
l 'D It)
and other tax laws, including, but not necessarily being limited to, I-)er-
sonal income, gift. and estate or inheritance tax laws.
2
(G) To make distributiorns to my herein named beneficiaries
in cash or irl kind or partly in each.
(I-I) To borrmv money from themselves or others in order- to
pay- del'.)ts, taxes, or estate or trust administration expenses, to hrot('ct or
improve any property held under my will, and for investment purposes.
(I) To select a mode of payment under any qualified
meat platy (pension plan, profit sharing plan, employee stock ownership
pl,-m, or any othertype of qualified plan) to the extent the platy or the law.
FOURTH: I nominate and appoint n1w n.ephevv, DAVID B.
NESMITH, SR., of Mechanicsburg, Pennsvlvania, Executor, of this 111v
Last NA/ill and Testament. I direct that. tnv Executor and Ills sttccc�ss()r-s
shall not be required to post security or a bond for the performanceof
thell" ClUtles ill a11V lUrlsdlctlon.
IN WITNESS WHEREOF, I have hereunto set my hand and sea] to
NJ
thk, my Last Will and Testament, this day of March , 2005.
MIRIAM R. STONE
J
Signed, seated, published and declared by the above-..n 2_111ed
Testae ix as and for her Last-, Will and Testament in our presence, �vho, at
her rccitiest, in her presence and in the presence of each other, heave
hereum',o subscribed our names as attesting �.Nritnesses.
Address Nan-ie
Ad dre s s
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