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Home My WebLink About08-17-15 Ann¢ Borro H¢ys, Esquire c.o �.�, � m Attorney I D. No. 70375 ' `�" ' � =� �� c' � z �— ._ o S¢idis Sullioan & Rogers `-', ' $? " �^ � �' i n 635NortJa 12"' Street, Suite 400 �_ - . ' � Lenzoyne, pA 17043 � � ��, Phone: (717) 6I„�-5804 , � �� -i Far.� (717) 6I�-5805 co ,_= m E�nail: aborrohavs�ssr-¢Ltornevs conv Attorn.ey for P�tion`",er�.� IN RE: IN THE COURT OF COMMON ESTATE OF JACELYN V. PLEAS STONER CUbiBERI,A:VD COUNTY, . PENNSYLVANIA DONALD STONER, ORPHANS' COURT DIVISIOAi Petitioner . NO.: 'Zj- 15'O�LGS PETITION FOR SETTLEMENT OF SMALL ESTATE FILED UNDER 20 Pa. C.S.A. § 3102 AND NOW, comes Petitioner, Donald SEoner, by and through hie counsel, Saidie, Sullivan & Rogers, to file the within PeLition for Settlement of Small Estate Filed Under 20 Pa. C.S.�. § 3102, and in �uppm•t thereof, avers the following: 1. Decedent, Jacelyn Stoner, died on Junc 23, 2015. See, Exhibit A— Death Certificate.) Petitioner, Donald Stoner, was decedent's husband. 2. At the time of her death, Decedent resided in her home at SOS Beacon Hill Road. 3. Decedent died testaEe. Decedent executed her Last �i�ill and Testament on August 20, 2012. See, Exhibit B—Last Will and Testainent (the "Wi1P').) 4. In Item II of her Will, Decedent bequeathed the rest, residue and remainder of hex estate to Petitioner. 5. In Item VI of her Will, Decedent named Petitionex to be her Executor. g. On the date of her death, Decedent owned 94 shaxes of demutualized Prudential stock. (Ex• C — Shareholder letter fiom PrudentialJ The demutualized shaies of Piudential stock aie the only asset Decedent owned individual�y. Decedent owned all other assets jointly with Petitioner. q. The value of the Prudential stock at her date of death waa $S,o83.61. See, Exhibit D — Prudential Stock average of high and low price on June 23, 2015J g. All other assets owned by Decedent were eithcr jointly owned or had a designated beneficiary. g, Petitioner paid Decedent's total funeral expenses of$ 6,056.87. See, Exhibit E J 70. Petitioner paid Decedent'e outstanding credit card bill of$10.00. See, Exhibit FJ Decedent did not have any other outstanding debts. 17. A'o inheritance tax will be due as the statutoiy Tate for assets inherited by a spou5e is D%. 12. Lnder 20 Pa. C.S_A. �3102, an Orphans' Court may direct distribution of property without an appxaisement. 13. Under 20 Pa. C.S.A. g3102, Petitioner, as an Executor and Beneficiary, has an interest in the distribution of the 60 demutualized shaies of Prudential stock. 14. Under 20 Pa. QS.A. §3102, a Decree of Distxibution issued by an Orphans Court conetitutes sufficient authority to transfer property to a beneficiary. lo. Petitioner requests this Orphane' Court W issue a Decree of Distribution so that he, as Executor can have Prudential diatribute the 94 demutualized stock shares to him as the beneficiary of his late wife's Last R'ill and Testament. 4�'HEREFORE, Petitioneis respectfully request this Honorable Court sign the aLLached Order of Court. Respectfixlly submitted, SAIDIS SULLI�:AN & ROGERS � Dated: July�, 2015 By: � G-U 4 ANNA BORRO HAY"S Attorney I.D. #70370 IN THE ORPHANS' COURT DIVISION OF CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR SMALL ESTATE UNDER 20 Pa. C.S. § 3102 IN RE: JACELYN STONER, DECEASED ORPHAN'S COURT DIVISION NO: CONSENT I, Donald Stoner, consent to the Petition for Small Estate under 20 Pa. C.S.�. §3102. / Donald Stoner SWORN TO and subscribed This��day of�� 2016 C�� - � � Notary Public �Q�f�J.�Ny,�ghLTH aF oghNSYLVl.N1A tOTP LS`AL �o,.ry P��bi�c GYNh'I,��r ��, T,, and Gounry Borou4h af� ) . Fe`r,�,-Y 3,�Otfi ry.v Co,m�r s o�L VERIFICATION I, Donald 5toner, state that I am thc Petitioner and hereby verify that the statements made in the foregoing Petition for Settlement of Small Estate are txue and correct to the best of my knowledge, infoimation and belief. I understand that false statements herein are made subject to penalt� under Title 18 of the Penns5lvania Consolidated Statutes Annotated. Dated: 0�� • 31� • zol � � Donald Stoner E��-II�3IT A ��-„ ,.��,,,�„ EXHIBIT B LAST WILL AND TESTAMENT OF JACELYN V. STONER 1. JACELYN V. STONER, of New Cumberland, Cumbedand Counry, Penns��lvania, declare this to bc my Last Will and Testament, hereby revoking any will previously madc by me. I. I direct the payment of all my just debts and funeral expcnscs out of sny estate as soon as may be practical after my death. II. AI I the rest, �esidue and remainder of my estate, of whatsoever �ature and whcresoever situate,whether it bc real, personal or mised, including property over which I have a powec of appointment,7 givc devise and bequeath unto my hosband, DONALD E. STONF.R, absolutaly, provided he survives me for a period of thirty (30) days. III. Should my husband, llONALD G. S'1'ONER, fail to survive me for a period of sixty (60) days, oe should we die simultaneously, I then direct that my estate bc distributed ¢s follows: a, [ bequeath certain articics of my tangible personal properry in Le,.�oer<„��e acwrdance with a written list made by me. In the absence of n list or designation Saidis Sulliv8.ri on a list, ilien I bcqttcath my tangible personal property to my children,MARK D. & RogerS STONGR and DEP ANN YOWORSKI, or their issue, per stirpcs. [,35�oah i'_ih Smv sa�=ano i<,.��e.rA noa. �>�/ '; Pagc I � b. Thc residue of my cstatc shall bc divided equalty bctween my children, MARK D. STONER and DEE ANN YOWORSKI, the sharc oCa deceased child beine paid to his or her issue, per stirpes. IV. I dircct my hereinafter nemed Executor to pay all inheritanec, estate, sucecssion and legacy taxes of whatsoever nature and kind, to which my estate or the transfe�of any property passing themundc� or othcrwise passi�g by rcason of my demise, may be subject and to chuge such taxes against my residuary estate, it being my intention that no�e of the aforesaid taxes, cither fcderal or state, on any propeiTy required m be included in my gross cstate, under thc provisimis of uny state or fedcral law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transfcr�ed or to whom eny bencfit accrues. V. My Personal Representatives hcreinafter named shall have the Following powers in addition to thosc vested in them by Law and by odier provisions oCthis, my Last Will and 'festament exercisable without court approval, und effcetive until distribution oC all property: a. To retain any or all oC the asse�s of my estate, rcal or personal, without restriction t� iavcstments authorized foe Pcnesylvania fiduciaries, as thcy Crom time ro time may dccm proper, without cegard lo any principal of i,A.�orc��4 ot 'S��g diversification or�isk. Sullivan & Rogeis 6. To invest i� all forms of property without res[�iction to investments ��s n�o,�i, iz�,sa..�� s��;«aau authorized for Pennsylvania fiduciaries, as they from time to time may deem 4.nnync Pd RiIU proper, wi[hout regard to any principal of diversification or risk. i% � Pagc 2 �� '' a To scll at public or private sale, to exchange, o�to Lease for any period oCtime, any real or personal prope�ry and to give options for sale, exchanges or leases, Cor such prices and upon such terms or conditions as they from time to time may decm proper. d. To allocate reeeipts and expenses to prineipal or income or partly to each as they &om time to time may deem prope�. e, "fo borcow money trom persons or institutions, themselves included, and to mortgage oe pledge any or all real or personal property as thcy in their sole discrction shall choose, wiihout regard ro the dispositive provisions of this instxument. C To compromise any claim or controversy asserted by o� against my cstate or trust estate. g. To make distribution in cash or in kind or pertly in cash and partly in kind, nnd in such maoner as they may detecminc, and at valuations finally ro be fixcd by them. Vi. I appoint my husband, llONALD E. STONER, Executoc of this my Lust Will and"Cestnn�.nt. Should my husband fail to qualify or ceasc to act as such, then I �..�w orhre3 oE appoint �ny childcco, MARK D. STONER and DGE ANN YOWORSKI, as Co- Saidis Executors of this my I,ast Will and Testamcnt. (n the event one of the Co-l:xecutors Sullivan & Rogers cannot servc, thc remaining Co-Exccutor may serve alone without neccssitating thc r 35 V,�ah i z�h saec� s,aa wn anpointment of a ccplaeement. V cither of my pe�sonal xcpresentativcs shalL be rcquired to i.�,.o�„�.re cnn� post bond in this or anyjurisdiction. � � i� Page 3 IN W ITNESS WHEREOF, I have hcrcu�to set my hand and seal on this, the ,� C � day of �4 9tc-c>1`� , 2012. � \ I � i `�t� C��1� V . ;<,�C��)ls.'l-' (SEAL) J CF,L�'N�'. STONER i Signcd, sealed, published and declared by JACELYN V. STONER hcrcin named, on this and three (3) other sheets of paoer as and for her Last W ill and Testament, in our presence, who, in her presence, at her�u�uest, and in the presence of each othe�, havc hcreunto sub- scribed our names as allcsting wiMesses. � i1..,� � , � ��z� � /��G' f�, Na e , � Addmss � _.....�.... �Qa Namc Addres� r.,�W�ore«u�r' Saidis Sullivan & Rogers �,s v„ah �,�i.s��«� ,�n�r aon �.«,,,��r,re i-oa3 Pagc 4 i COMMONWF.ALTHOFPENNSYLVANIA } COITNTY OF CUMBERLAND } We, the undersigned, the Testat�� and the witnesses, respcetivcty, whose names are signed to the foregoing instrumcnt, being first duly sworq do hereby declare to the undersigncd authority that the TestaVix signed and execu[cd the instrument as her Last Will and l'estament and that she sig�ed willingly (or willingly directed ano[her to sign for her), and that she executed it as her free will and voluntary act for thc purposes therein expressed, and that each of the witncsses, in the presence and hearing of thc Testatrix signed the will as witncsses and that to the best of their knowlcdgc the Testavix was xt that time eighteen years of age or oldec, of so�nd mind, and under no constramt or undue influcnce. „ _ i ,...�Li.iz i_��, 1 �,�. iS" �ry'..G !✓ J�ACI�.LYN . STONER, Testatrix ��,� �' �k: w'c ss �— Witness Subscribed, swom to and acknowledged befoce me by the Testahix, and subscribed and sworn to before me by both witnesses, this�o�`day of �� , 2012. ( ' ---{� i� � No ; ry Public i.�.o o�u«�v�r Saidis coMrorw�wmos►enhsnv,w� IqTARIRL SEAI Sullivan CYMIMYI J N�LE,"a'9'P"� & ROg¢iS ��Cq� �� t,is N��rL i ad�si,�=� s�a�.�anu ��,.,oy,,,�.r,� cna Pa�c 5 ♦�NI Y.:Ye'HN 1\X\HIJ�}��J `.Y. _._ _.._.. ... ._ � :L rc.� 2 :.4T��. � .a49 p...r_. _ ,R 4 AiNTNY9 yFt�?�611{Issvr;,s, p�/M�pe dM\ �yy:ny;��r � _�a_= ��I�I� I� C + i%/ Prudential MargaretM.Foran � Chief Govemence Office � Vice Presltlent,and Corporate Secretary 094025 PrudentialFinencial,lnc. � ]ti7 Bioad Strcet Newark NJ 07102-3777 � •••••••••••••AUTO"J-0IGITIIO SOOOOW3591POOOWOWI Ilihr�hldhibllm��pu��p��lllr��°�h��°�� DONAL�STONER � BOBBEACONHILLft� NUMBEROFSHARES 94 - NEW CUMBERLND PA 17W0.1832 Holder Atcount Number - IIINIVIINII�IIIIIIVIIIdIIIIIVIhIIIANIIiII ,�,r��», Donr Sharcholdcc Prudrntinl ia cnnmutred borh t�i uuc sharehnldcrs and m m�nimiring thc impnct ul In 6usincse nctivi�ies nn nc�envimnmenc'I'hcre 'n n wap�ve rnn parm� mStther io cnsurc-n sus�ainahlc tururc Ior our mmmuniq: Consolidure Y u� Smck Aceounts and Rcceivc a$5 Searbucks Cnrd: \fu.ing m�r Prudentinl shnres currrnd�held at(bmpum�sharc ro you�p<rsuval brulu,ge necouot consollJaiez cour huldinKs in nne poaCulio offering a enmpmhensii e ciew ot all ot y-ou�incesunen¢9'his also aduces paper and vaces vnu time. IC you ttanefec your sha�cs by Septembev 1,2015,we will eend you a$5 S[arbuckn Card.T6e back of this lener has freq��ently usked questiuns that cxn ussis�vou w�tli muving your ehares. ll'c.alue��o�r imevmrn�iv Prudemial. If puu k�ce grne�al queztions abwryour aock acw�m�,plcv�c call C:umpumrshnm a�d00-�SG�13u5 and scictt option 3. Sin��vel�; rn�,�gr�t, M �--x� �ta�e:�,cr 1�. rocm, Chlcf Go�crnzva Officzr, l'icc Prex3drn4+��d Corporas Scacnn �2015 Pmaential Finan[ial,Inc,and I�5 rela�ea enti�les_FII nghts aservetl. � C0002675391 2 L T R P R U + ]GItlIfi Mnuvnc_I/Iry0@SN)<OL/i OP3R� OLRC6PO46A Consolidate and Have a Starbucks Coffee on Us FrequentlyAsked Questions � CqRo Why shauld I consolitlate my Prutlential common stock holdings into my existing brokerage account? Consolitlation enables you to view all of your Pmtlential common stock holtlings in one bmkerage statement. It also saves paper antl time. Is there any cast to me? Neither Prutlential nor Computershare, Prudentiafs stock transfer agent,will charge you to transfer your shares. Your bmker will ativise you of any charges, if aDDlicable. How tlo I transfer my Prutlential shares iram Computershare, Prudentiai's transfer agent, to my 6rokerage account? You must contact your broker and ask to have your shares electmnically transferretl fmm Computershare. Your broker will need: p) the Computershare account registration, which is your name (2)the Computershare account number, (3)the number of shares you have in your account, all of which are locatetl on the reverse side of this letter, (4) PrudentiaPs CUSIP number,which is 744320102, and (5)your Social Securiry num6er. If I do not have a brokerage account can I consolidate? No,you must have a brokerage account or establish a hmkerage account to consolitlate. When will my Prudential common stock shares appear in my 6rokerage account? The number ot days is broker depentlent. You should ezpect to see the shares in your account within 3-5 business days fmm the date your bmker requests your shares from Computershare. Once the shares are transferretl, how will I receive my divitlend? 7he dividends will be reflectetl in your 6roqerage accaunt. When will I receive my $5 Star6ucks Card? You must transfer your shares by Septem6er 1, 2015, in artler to be eligible to receive the$5 Starbucks Card. You will receive your Starbucks Cartl appmximatety 60 tlays after September 1, 2015. Who tlo I contact if I have questions? You may contact Computershare at any time at 800-586-1305 or at www.computershare.com/investor. Please allow appraximately fi0 days from Septem6er 1, 2015,for tlelivery of your$5 Starbucks Card.After this time,you may coniact Computershare with questions conceming the cartl. Please rememberyour Prutlential common stock shares must 6e transferretl to your 6roker in ortler to be eligible for the Star6ucks Card. ihe Slarbucks wordmaM entl Ms StaNucks lago are Irodemeds oi S�erbucMs CorOo�e�ion.SlaNucNs I5 alw N¢owner of�ha Copyrights in Ihe StarpucXs fngo antl Ne S�ar�ucXs Care designs.Ali ngh�s resarveA.StaNucks is not e patlici0eling paRner or sponmr In thls oHer. + ,r. Prudential MargeretM.Foren � Chlet Govemance Officer Vice President,and Corporate Secretary 094032 PrudentielFinencial,inc. � 751 Bmaa Svee�.NeweM1 NJ 07102-3777 � ••••••••••^•AUTO"bDIGR1]0 ��35��1 = IIII�r�I�Idhd�Ilm��I��IP��lllr��"'°'h'I��P��I � JACELYNVSTONER pg = 808 BEACON HILL RD NUMBER OF SHARES = NEW CUMBERLND PA 17070-iB32 Holder Account Number - IIIIUIiiNillaiil�IIIIII�N11191111111�III�IiIII�NIIII ,�„�z�„5 Dcei Shareholdcr. PmduiGal is comntiued bnrh �o u�r shnreholdus and[o minimizing thc impacc of in bus��ess ectiidti�oo rhe encironmene Thu�e is a�caV we zn pnvmer roge[hu io enmre a wsrainnhle fu��ie tor ou�cu�nmunlry. Consulidare V'ouv Smck Accnunts and Recricc a $5 52nrbudcs Cnvd: �iodng ywr Prudrnnal shncc cucrcntic hcld a�Q�mpuccrsharc�o pou�person�vl brokcrz4c account cnvsuliJeres pnur huldings In onc porcf Gn nffc�ing a -imp�ehuisce iew oE �all ot v�»r ivaes�menrc This also veduces p�ape�and savrs vou dmc If you teensfe�yoov shares by Seprembe�1�2015,we will send you a$5 Starbu<ks Cxrd.The back of ehis leaer hav @equently asked questions that can assist you xith moving your sharca. �Y'e valuc cow�neesmicn�in Prudennal.1C y�u ha�z grnernl qucs�uns abwt vour s[oek aunueu,plcase all Compurcnham a�S011iBC-L30�and sdcec uption 3. � Jinccicb: y7rA,t�an.a�, M �-�J ��a�ti�«�".��,a� Chlef Go.'ernance O�cer, 41a Preside�4 end Cnvp��ram 5¢eeiarc �2015 Pmdenhal Fnanaial,Ino.,antl i�s reletetl enCi�l¢s_PII righ�s reserved. � C0003308073 2 L T R P R � + xaiue�ammk�nwamvosmw� 023T30 O�SSG�O6A Consolidate and Have a Starbucks Coffee on Us frequentlyAsked 4uestions � �q RO Why shoultl I consolidate my Prutlential common stock holtlings into my existing 6rokerage account? Consolidation ena6les you to view all of your Prutleniial common stack holtlings in one brokerage statement. It also saves paper antl time. Is there any cost to me? Neither Pmdential nor Computershare, Prutlential's stock transfer agent, will charge you to transfer your shares. Your broqer will advise you of any charges, if applicable. How do I transfer my Prutlential shares from Computershare, Prudential's transfer agent, to my brokerage account? You must contactyour bmker antl ask to have your shares electmnically transferred from Computershare. Your broker will neetl: (1)the Camputershare account registration,which is your name(2)the Computershare acwunt num6er, (3)ihe number of shares you have in your account all of which are located on the reverse sitle of this letter, (4) Pmtlential's CUSIP num6er,which is 744320102, and (5)your Social Security number. If I do not have a 6rokerage account can I consolidate? No,You musi have a bmkerage account or establish a bmkerage account to consolitlate. When will my Prudential eommon stock shares appear in my brokerage account? The number of days is broker tlepentlent. You shoultl expect to see the shares in your account within 3-5 business tlays from the date your 6roker requests your shares fmm Computershare. Once the shares are transferretl, how will I receive my dividend? The dividends will be reflecled in your bmkerage acCount. When will I receive my $5 Star6ucks Card? You must transfer your shares by September 1, 2015, in ortler to be eligible to receive the$5 Starbucks Card. You will receive your Starbucks Cartl appmzimately 60 days after September 1, 2015. Who tlo I contact if I have questions? You may contact Computershare at any time at 800-586-1305 or at www.computershare.comMvestor. Please allow appmzimately 60 days from September 1, 2015,for delivery of your$5 Starbucks Cartl.After this time,you may contact Computershare with questions wnceming the cartl. Please rememberyour Prutlential wmmon stock shares must be transferretl to your braker in ortler to be eligible for the Starbucks Card. ihe Starbucks waNmarN antl Ue SleNucks Logo are treAemeNs o�Sta�bucks Corporation.S�arbucks is ako Ihe owner o�tM1e Copyrights In @e S�arbuchs ingo ane tM1e Slarbuchs Cartl designi qll rigM1ts reservetl.Starbucks is not a paRicipe�ing patlner or spansor in tMs oflec EXHIBIT D Prudential FinaiuiaL Inc. - lmestoc Kelations - Historical P�icc Lookup Page 1 of 1 � Prudential � Hislorical Price Lookup sm=ko�.,o�e I smcr cne�i I wsio�cei vn�e�ookuu I inrer,ra��camwam, ClosingPnce f910]0 SymOol Volume 25�5630 pRU�Common5�ock� SpI1�Na�usMen�FacM� 100Q01 Laokup0a�e: _ 4II8�— ��- Mont� Day Year Day'sHlg� 591820 � June �P9� 20t5� CpaY�sLow 590013� lookup Ac(u7Fnae �T� OaleRaqueste0 06123ry5 �. ,..,,,�, ,..o„��. .m.�w ��. ��— + 9� ��1 — I�� L3 I�� 3�� _ `�I , ��t � 99 �� 5�3 � 1� 1 http;/hvww.investor.prudential.com/p6oenix.zhtml?c=129695&�rirol-stockLookup&rHi... 7/17/2015 E��I�3I�T E ��V � � //�� ;e Ca •P��r d w�it:lliM1 7 _ ..-. . , ' \e-�`��,�� . . r PARTH EMORE Funeral Home & Cremation Services, Inc. !Nc Doneld E.Smner 624120I5 808 Beacon Hill Road Few Cumbcrland.PA 17U70 For�he Services uf Jacctyn V.Sromr 1303 Bridqe Street P.O.Box�31 � PA ��Q�p W e sincerels'aOVrcnale the contidence�ou have placed in us and will continue lo assisl)ou m every way New Cum6edand, we wn. Pleau kel fr<c[o comaa us if you have any que4ions in regard to this statema�L The folloxing pN (717) 77q-7721 is nn itcmized stntemenl of the services,fuili��es,automotive equipmtm and merchandise�hat you sdttsd ;:.�. p17) 774-5546 ��'nen makingthe foneral artengements. .,-v.:��-.Par*.'-�.=..nn�e.m�r — TermS DueDffia Account#— —__ —____ .—"_ - !. �� Net70 ]@4/20I5 �I59.1 _ . . . . _. .. _.____ f — � � Descnption �� Amount _. . _. .—. _ .. ___ . 0.00 � ' �� 2,795.00 I Direc.t Cremetion 6J0.00 Gil6e�t W.Parthemore MemuriW Servia ' 135.00 The Lord 15 My Shepherd Sta�ionery Set � ' folalSenicessndMerchantlise 3.560.00 GilberU.Parthemore ! 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